diagnosing and solving content problems - information architecture and content strategy

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Diagnosing and Solving Content Problems Intelligent Content Conference 2014 Kathy Wagner and Theresa Putkey

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Page 1: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Diagnosing and Solving Content Problems

Intelligent Content Conference 2014

Kathy Wagner and Theresa Putkey

Page 2: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Before we get started

• Ask questions to clarify as we go

• Hold comments and discussion points until the end

• Presentation is on Slideshare

• Twitter: #SolveContent

Theresa Putkey

@tputkey

slideshare.net/tputkey

Kathy Wagner

@Kathy_CS_IncSlideshare.net/content_strategy_inc

Page 3: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Imagine…

You’re an independent consultant who’s been asked to advise on

how to improve the content on a bank’s business website.

The bank is a national financial institution with a strong global

presence.

@Kathy_CS_Inc @tputkey #SolveContent

Page 4: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

The project team

@Kathy_CS_Inc @tputkey #SolveContent

Page 5: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Where you fit in

@Kathy_CS_Inc @tputkey #SolveContent

Page 6: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Your process

@Kathy_CS_Inc @tputkey #SolveContent

Page 7: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Diagnosing Content Problems

Page 8: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

High level diagnostic process

@Kathy_CS_Inc @tputkey #SolveContent

Page 9: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Content Performance

Web analytics

Business goals

Strategic direction

Customer Experience

Data & demographics

User testing reports

Personas & scenarios

User journeys

Organization and Structure

Wireframes

Templates

Taxonomy

Content models

Content requirements

Site map

Content Branding

Messaging guidelines

Tone & voice guidelines

Content playbook

Content Quality

Writing style guide

Content processes

Content governance

Review Documents & Research

@Kathy_CS_Inc @tputkey #SolveContent

Page 10: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Document & Research Problem Areas

@Kathy_CS_Inc @tputkey #SolveContent

Content Performance

Web analytics

Business goals

Strategic direction

Customer Experience

Data & demographics

User testing reports

Personas & scenarios

User journeys

Organization and Structure

Wireframes

Templates

Taxonomy

Content models

Content requirements

Site map

Content Branding

Messaging guidelines

Tone & voice guidelines

Content playbook

Content Quality

Writing style guide

Content processes

Content governance

Page 11: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Stakeholder Interviews

@Kathy_CS_Inc @tputkey #SolveContent

Interview a breadth of stakeholders:• Director-level, management, employees, key contractors• Different departments and lines of business

Ask questions about:• Project and business goals• What works well• What isn’t working• Content processes and decision-making

Page 12: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

“We need to attract business customers.” ~ Marketing

“Content is confusing and difficult to find.” ~Digital Strategy

“Large corporations don’t want website content.” ~ Line of Business

Web content isn’t targeted to attract new customers?

Content is poorly organized and designed?

Doesn’t understand users needs and motivations?

Stakeholder Interviews

@Kathy_CS_Inc @tputkey #SolveContent

Page 13: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Summarize findings from document review and stakeholder interviews

Focus on:

• Inconsistencies

• New considerations

• Patterns and associations

@Kathy_CS_Inc @tputkey #SolveContent

Page 14: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

User Research Report

• Small businesses have unique reasons for borrowing.

• Large enterprises want financial news and updates.

“Our small businesses are the same as our personal banking. Our big businesses don’t need website content.” ~ Line of Business stakeholder

Inconsistencies

@Kathy_CS_Inc @tputkey #SolveContent

Page 15: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

New considerations

Strategic Direction

?“We need to attract new customers.” ~ Marketing stakeholder

@Kathy_CS_Inc @tputkey #SolveContent

Page 16: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Patterns and associations

“Content is confusing and difficult to find.”~ Digital strategy stakeholder

Personas and User Scenarios

?Site Map

is unnecessarily corporate focused

@Kathy_CS_Inc @tputkey #SolveContent

Page 17: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Preliminary Findings

Key concerns

• Distinct customer needs are not being addressed.

• There is a lack of strategic direction.

• Users cannot easily find high-priority information.

@Kathy_CS_Inc @tputkey #SolveContent

Page 18: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Content Diagnostic Process

@Kathy_CS_Inc @tputkey #SolveContent

Page 19: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Audit & Assessment

Users can easily understand, use, and act on content once they find it.

Users can quickly access and identify content that is relevant.

Structure matches user expectations. Users can find info through browse or site search.

The brand message and corporate attitude that’s communicated through content.

@Kathy_CS_Inc @tputkey #SolveContent

Page 20: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Audit & Assessment: Choose the right method

Page-level content audit

and assessment

@Kathy_CS_Inc @tputkey #SolveContent

Page 21: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Audit & Assessment: Choose the right method

Structure and site search

audit and assessment

@Kathy_CS_Inc @tputkey #SolveContent

Page 22: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Page-level content audit and assessment

1. Define relevant criteria

2. Establish ratings scale

3. Conduct audit

4. Analyze and communicate results

@Kathy_CS_Inc @tputkey #SolveContent

Page 23: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

1. Define relevant criteria

Objective criteria“What, where, when”

Subjective criteria“Why, who, and how”

@Kathy_CS_Inc @tputkey #SolveContent

Page-level content audit and assessment

Page 24: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

2. Establish ratings scale

Legend1 A Excellent High quality, best practice, and delivers considerable benefits.

2 B Good Supports ease‐of‐use and a positive customer experience. 

3 C Average Some aspects may cause problems for users. 

4 D Below average Poor quality and likely to cause problems for users. 

5 E Poor Very likely to cause significant problems for users. 

n/a n/a Not applicable Not applicable or unable to evaluate. 

@Kathy_CS_Inc @tputkey #SolveContent

Page-level content audit and assessment

Page 25: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

3. Conduct Audit

@Kathy_CS_Inc @tputkey #SolveContent

Page-level content audit and assessment

Page 26: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

4. Analyse and communicate results

57% of content pages are focused on products.

9% of pages are FAQs. 34%

9%14%

9%

12%

22%

Content types

Product detail

Product comparison

Product overview

FAQs

Landing page

Other

Indicates lack of strategic goals beyond product promotion. FAQs indicate lack of user-centered content design & organization.

@Kathy_CS_Inc @tputkey #SolveContent

Page-level content audit and assessment

Page 27: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

2%

71%

10%

3%

Writing Mechanics

Excellent

Good

Average

Below average

Poor

1% 10%

26%

47%

16%

User Focus

Excellent

Good

Average

Below average

Poor

Indicates good general writing skills but poor understanding of user-focused web writing standards.

4. Analyse and communicate results

@Kathy_CS_Inc @tputkey #SolveContent

Page-level content audit and assessment

Page 28: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Structure and Site Search Audit and Assessment1. Define relevant criteria

2. Evaluate site structure

3. Evaluate site search and search results

4. Analyze and communicate results

@Kathy_CS_Inc @tputkey @SolvingContent

Page 29: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Structure Audit and Assessment

1) Define Relevant Criteria

@Kathy_CS_Inc @tputkey @SolvingContent

Page 30: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Structure Audit and Assessment

2) Evaluate Site Structure

@Kathy_CS_Inc @tputkey @SolvingContent

Metadata contributes to findability and searchability

Analytics shows if people are able to find pages on the site.

The Personas helps you see who the site is targeted for – this can give you a good idea of which personas are currently catered to (or if the site isn’t targeted at all!).

Is structure too deep, too shallow?

Page 31: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Site Search Audit and Assessment

3) Evaluate Site Search Results• Use personas and their scenarios

• Use analytics to get most popular search terms

• Use your expert skills to evaluate the results.

@Kathy_CS_Inc @tputkey @SolvingContent

Page 32: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Site Structure and Search Audit and Assessment

20%

33%

47%

Applied Metadata

Accurate metadata

Pages with inaccuratemetadata

Pages without metadata

@Kathy_CS_Inc @tputkey @SolvingContent

4) Analyze and communicate results

Indicates metadata and taxonomy are not applied or are inaccurately applied to the majority of pages, reducing findability and searchability.

Page 33: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Site Structure and Search Audit and Assessment

@Kathy_CS_Inc @tputkey @SolvingContent

4) analyze and communicate results

Indicates the site lacks focus on any particular business sector.

10%

20%

5%65%

Personas and Pages

Commercial

Small

Government

None

Page 34: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Solving Content Problems

Page 35: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Content Diagnostic Process

@Kathy_CS_Inc @tputkey #SolveContent

Page 36: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Your Priority Findings

Key problems to solve

1. Content findability and searchability problems

2. Poor content usability and audience focus

3. Tone and messaging problems

@Kathy_CS_Inc @tputkey #SolveContent

Page 37: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Content Usability Problems

Difficult to scan and predict

Difficult to read

Difficult to understand

Difficult to act on

Content usability and audience problems

Audience Targeting Problems

Content for generic audiences

Content can’t be reused or customized

Corporate-focused writing

@Kathy_CS_Inc @tputkey #SolveContent

Page 38: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Content Usability Problems

Difficult to scan and predict

Difficult to read

Difficult to understand

Difficult to act on

Content usability and audience problems

Audience Targeting Problems

Content for generic audiences

Content can’t be reused or customized

Corporate-focused writing

@Kathy_CS_Inc @tputkey #SolveContent

Page 39: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Difficult to act on. Designed for a generic audience

Page 40: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Targeted and easy to act on

Page 41: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Audience targeting and usability toolkit

• Personas

• User journeys

• User scenarios

• Content flows

• User testing

• Style guide

@Kathy_CS_Inc @tputkey #SolveContent

Page 42: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Tone & Messaging Problems

No distinctive tone or messaging

Tone and messaging not aligned with desired brand attributes

Inconsistent or contradictory tone or messaging

Tone and messaging problems

@Kathy_CS_Inc @tputkey #SolveContent

Page 43: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Tone & Messaging Problems

No distinctive tone or messaging

Tone and messaging not aligned with desired brand attributes

Inconsistent or contradictory tone or messaging

Tone and messaging problems

@Kathy_CS_Inc @tputkey #SolveContent

Page 44: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

What’s your brand voice?Informal, modern, fun

@Kathy_CS_Inc @tputkey #SolveContent

Page 45: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

What’s your brand voice?Formal, traditional, successful

@Kathy_CS_Inc @tputkey #SolveContent

Page 46: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

What are your key messages?

Page 47: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Audience‐Targeted Messages

Principles of <Brand Attribute>  Principle 1 + Global messagePrinciple 2 + Global message

Messaging hierarchy frameworkCompany Brand Statement

KeyMessage 1

KeyMessage 2

KeyMessage 3

KeyMessage 4

Audience 1 Audience 2Audience 3

Page 48: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Tone and messaging toolkit

• Style guides

• Messaging hierarchy/guidelines

• Content playbook

• Writing tips

• Personas

• Training

@Kathy_CS_Inc @tputkey #SolveContent

Page 49: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Content findability problems

@Kathy_CS_Inc @tputkey #SolveContent

Content Findability Problems

Content can’t be found in current navigation structure

Metadata and taxonomy are missing or ineffective

Content takes too long to find

Navigation isn’t designed for the user

Page 50: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Content findability problems

Content Findability Problems

Content can’t be found in current navigation structure

Metadata and taxonomy are missing or ineffective

Content takes too long to find

Navigation isn’t designed for the user

@Kathy_CS_Inc @tputkey #SolveContent

Page 51: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Navigation isn’t designed for the user

@Kathy_CS_Inc @tputkey @SolvingContent

Page 52: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Navigation can be audience based

@Kathy_CS_Inc @tputkey #SolveContent

Page 53: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Navigation can be topic/task based

@Kathy_CS_Inc @tputkey #SolveContent

Page 54: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Based on user needs and clearly defined

@Kathy_CS_Inc @tputkey #SolveContent

Page 55: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Findabilitytoolkit

• Personas

• Scenarios

• Card Sorting

• Task Testing

• Site Search Analytics

@Kathy_CS_Inc @tputkey #SolveContent

Page 56: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Content searchability problems

Content Searchability Problems

Don’t know what people search for

Search yields no results or inappropriate results

Search results page design isn’t optimized

Content isn’t optimized for search

@Kathy_CS_Inc @tputkey #SolveContent

Page 57: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Content searchability problems

Content Findability Problems

Don’t know what people search for

Search yields no results or inappropriate results

Search results page design isn’t optimized

Content isn’t optimized for search

@Kathy_CS_Inc @tputkey #SolveContent

Page 58: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Search Results Not Designed

@Kathy_CS_Inc @tputkey @SolvingContent

Page 59: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Search Results Designed

@Kathy_CS_Inc @tputkey #SolveContent

Page 60: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Seachabilitytoolkit

• Wireframes

• Personas

• Scenarios

• Site Search Analytics

• Taxonomy and Metadata

@Kathy_CS_Inc @tputkey #SolveContent

Page 61: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Your process

@Kathy_CS_Inc @tputkey #SolveContent

Page 62: Diagnosing and Solving Content Problems - Information Architecture and Content Strategy

Kathy Wagnerwww.contentstrategyinc.com

[email protected]

Theresa Putkeywww.keypointe.ca

[email protected]

Questions?

@Kathy_CS_Inc @tputkey #SolveContent