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White papers

Date Title Date Title
Jun, 2010

PET Research: Looking deeper to understand motivations

May, 2010 Cloud UX: The Next Generation of Institutionalization
Apr, 2010 Design for the Big: How User-Centric Innovation and Strategy Can Move UX Up the Value Chain – A Conversation with Dr. Eric Schaffer Apr, 2010 User Experience & The Business of Healthcare
Feb, 2010 User Experience Goals for 2010: A cross-industry snapshot Oct, 2009 User Experience Metrics: Connecting the language of UI design with the language of business
Sep, 2009 An Award-Winning Commitment to Usability: Verizon case study Aug, 2009 CUA Certification: A Seven-Year Perspective: A case study approach
May, 2009 The Evolving Institutionalization of Usability: User Experience as Strategy Apr, 2009 Digital User Experience Strategy: A roadmap for the post-web 2.0 world
Feb, 2009 From Convincing to Converting: Applying the science of persuasive design to architect the decision space Jan, 2009 Persuasive Design in Action: PET design™ Expert Reviews
Oct, 2008 Who are we designing for? The generational dilemma Sept, 2008 Beyond Usability: Designing for Persuasion, Emotion and Trust
June, 2008 5 Dimensions of UX: Balancing business and user experience perspectives to create successful e-commerce sites Apr, 2008 "Recession-proof" your business through customer-centered design
Mar, 2008 Designing the e-government experience through citizen-centered usability Feb, 2008 5 Critical User Experience Design Trends for 2008
Jan, 2008 What have we learned? Looking back at 2007 Nov, 2007 The Business of UX Metrics: How to measure and manage the user experience
Oct, 2007 Around the World with 14 Methods: Innovation and Culture Sept, 2007 User experience in a Web 2.0 world...and what it means for your business
July, 2007 User interface patterns: reusable solutions for design May, 2007 Designing for conversion: Evaluating decision-making through HFI's PET design™
Mar, 2007 Trends in user-centered design: What you need to know in 2007 that can help your business Sept, 2006 Getting the Right Participants for a Usability Test
Mar, 2006 Managing the knowledge behind business decisions through user-centered design – a case study Feb, 2006 How to Find Your Executive Usability Champion
July, 2005 Another Culture, Another Method July, 2005 Usability: A Business Case
May, 2004 From Inspiration to Action at A.G. Edwards Feb, 2004 Achieving Routine User-Centered Design for Anthem's 12 Million Members Worldwide
Aug, 2003 Meeting the Demand for Usability Expertise: An Offshore Model May, 2003 A Successful Approach to Implementing a Corporate Design Standard
Mar, 2003 Mentoring for Mainstream Usability Dec, 2002 RBC Royal Bank's Online Banking Initiatives
Sept, 2002 The Value of an Expert Review and 5-Step Checklist May, 2002 Keeping Users Stuck to Your Site
Mar, 2002 HFI Certification—Fulfilling Your Needs as a Practitioner Nov, 2001 The Institutionalization of Usability

Eric Schaffer
Eric Schaffer, PhD, CUA, CPE
Founder and CEO, HFI
Biography

 

PET Research: Looking deeper to understand motivations – A Conversation with Dr. Eric Schaffer

Are you missing key insights into your customers? Let us show you how PET Research can help. PET Research uncovers the Persuasion, Emotion, and Trust factors that can either motivate or block your customers at key decision points.

In this white paper:

  • What is PET Research?
  • What is the difference between PET Research and a PET Review ?
  • How does PET Research differ from market research?
  • What kinds of projects benefit from PET research?
  • Do you have a PET design strategy?

Dr. Eric Schaffer talks about doing in-depth PET Research to discover the drives and blocks that motivate your customers to make decisions about your products and services.

He discusses the importance of identifying the PET design objectives that match organizational requirements, then doing research to find out which PET tools should be applied to your design to fulfill your conversion goals.

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Eric Schaffer
Eric Schaffer, PhD, CUA, CPE
Founder and CEO, HFI
Biography

 

Cloud UX: The Next Generation of Institutionalization – A Conversation with Dr. Eric Schaffer

In this white paper Dr. Eric Schaffer discusses how to unleash the power of industrial strength user experience (UX) by harnessing the power of Cloud UX.

Large scale UX work is a massive investment and has immense value to an organization. A company’s knowledge of its customer is key intellectual property which exists in a cloud of data. But how do you access and manage this cloud?

Eric talks about:

  • Building on the foundation of acquired UX knowledge
  • Accessing the power of the cloud to streamline projects
  • Using the cloud to build richer personas
  • Cross-indexing & referencing personas, scenarios, ecosystems, and artifacts in the cloud
  • Improving communication and reports using the cloud

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Eric Schaffer
Eric Schaffer, PhD, CUA, CPE
Founder and CEO, HFI
Biography

 

Design for the Big: How User-Centric Innovation and Strategy Can Move UX Up the Value Chain – A Conversation with Dr. Eric Schaffer

In this white paper Dr. Eric Schaffer outlines his vision of innovation and strategy as the crucial next step for the serious User Experience (UX) practitioner.

You still need good usability, but it is no longer a differentiator. Persuasion design is a very important and still-emerging field, but even this is not as far as we need to go if we want to aggressively compete in markets that are moving and evolving quickly.

Eric discusses:

  • Bringing the UX perspective to strategic and innovative projects
  • Corporate and user ecosystems
  • Bringing innovation ideas to fruition
  • The effect of social trends on design and interaction
  • How to optimize design from the perspective of strategy and innovation
  • HFI's new course - Design for the Big: User-Centric Innovation and Strategy

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Jeff Horvath
Jeff Horvath, PhD, CUA
VP - User Experience Strategy
Human Factors International
Biography

User Experience & The Business of Healthcare

In this white paper Jeff Horvath, VP of UX Strategy, focuses on how the design of the user experience in different healthcare contexts can impact the overall quality and effectiveness of healthcare for patients, physicians and the business of healthcare as a whole.

In some contexts, a better user experience can make for a happier customer or a more profitable line of business. In healthcare, a better user experience can save a life.

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Eric Schaffer
Eric Schaffer, PhD, CUA, CPE
Founder and CEO, HFI
Biography

Susan Weinschenk
Susan Weinschenk, PhD, CUA
Chief of UX Strategy, Americas
Human Factors International
Biography

User Experience Goals for 2010: A cross-industry snapshot

  • Are your user experience (UX) initiatives getting the results you hoped for?
  • Do you have a UX agenda laid out for 2010?
  • How effective is your approach?
  • What are other organizations doing?
  • Are you taking advantage of the latest knowledge and trends in the UX field?

This white paper looks at where 16 organizations are in their user experience process and what their UX plans are for 2010. See how your organization compares.

We spoke with executives and managers at organizations in the United States, Canada, and India, asking them about their UX capability, institutionalization strategy, and goals for 2010. We then asked HFI's Dr. Eric Schaffer and Dr. Susan Weinschenk to comment. Are organizations taking the best approach to user experience? Are they doing the right things?Do they have the right UX priorities?

This paper contains the results of these interviews and comments.

Effective UX requires organizations to regularly assess user experience shortfalls and define UX priorities and goals. Where do you stand? Find out with our Institutionalization Self-Rating Scorecard.

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Phil Goddard
Phil Goddard, PhD, CUA
VP Western Region, HFI
Biography

User Experience Metrics: Connecting the language of UI design with the language of business

If you can't measure it, you can't manage it.

If you can't measure it, you can't manage it. Phil Goddard discusses the evolution of HFI's user experience metrics and demonstrates the power of UX scorecards by reviewing and scoring a popular website.

See how UX Metrics Scorecards offer a systematic methodology to:

  • Provide powerful metrics on user experience
  • Establish a common baseline measurement for all interface design evaluations
  • Understand where to apply UX resources to support business goals
  • Evaluate user experience progress over time, across different sites, and across different personas and scenarios

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Mark Studness
Mark Studness
Director of E-Commerce
Verizon.com
Biography

Mark Studness
April McGee
VP Eastern Region
Human Factors International
Biography

An Award-Winning Commitment to Usability: Verizon Turns HFI Training into Improved Service for Customers and Wins Industry Awards for Online Customer Service Excellence

Verizon.com needed superior user experience design to provide the best online service for its customers. It chose HFI training for its E-Commerce team — and leveraged that usability expertise to win “Best in Class” from The Customer Respect Group and “Ten Best Web Support Sites” ranking from the Association of Support Professionals (ASP).

In this webcast, April McGee, HFI's VP Eastern Region and Mark Studness, Director of E-Commerce at Verizon.com explore Verizon's commitment to great user experience and review their award-winning websites from a UX perspective.

Join April and Mark as they present an outstanding case study on Verizon.com's successful integration of its online customer service interfaces into one seamless presence.

  • The Challenge: Design the best online account management and eSupport experience for seamless customer service at Verizon.com
  • The Approach: Meeting user expectations with user experience training
  • The Results: Industry-leading integration, award-winning customer service, clear cost savings

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Jay More
Jay More
President CEO, HFI
Biography

CUA Certification: A Seven-Year Perspective

Seven years ago, HFI established industry-standard certification of usability professionals' knowledge and skills in user-centered design. We are pleased to review the progress of the Certified Usability Analyst™ (CUA) program in this white paper.

Since launching the CUA certification, over 2500 usability practitioners, designers, managers, and business owners around the world have passed the exam and been certified as CUAs. The CUA has become a recognized certification among both user experience professionals and enterprise organizations. The expertise of CUAs has contributed significantly to the expansion of user-centered site and application design both in client/employer organizations and across the profession.

This paper explores the value of CUA certification in:

  • Building the skills of the practitioner
  • Enhancing careers
  • Making teams and business units effective
  • Meeting organizations' business objectives

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Eric Schaffer
Eric Schaffer, PhD, CUA, CPE
Founder and CEO, HFI
Biography

 

The Evolving Institutionalization of Usability: User Experience as Strategy

How has the institutionalization of usability evolved?

Since the publication of Dr. Eric Schaffer's book, Institutionalization of Usability, A Step-by-Step Guide, in 2004, there has been a quiet revolution in interface design and development processes. Institutionalization has been moving ahead as more and more companies take a serious and comprehensive approach to user experience. User-centered design is being applied across organizations and throughout the design cycle. The institutionalization of user experience is becoming not just wider, but deeper, as well.

In this white paper, Eric Schaffer explores how the institutionalization of usability has evolved beyond classic usability, significantly contributing to conversions, revenue, and market share, making it an essential component of overall organizational strategy. Topics include:

  • User experience in the age of multiple channels
  • Adding value with persuasion engineering
  • User experience as strategy
  • The importance of an executive champion

Eric uses concrete examples to highlight the advances in applying institutionalization as strategy.

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Jerome Nadel
Jerome Nadel, MS, CUA, CPE
Chief Experience Officer
Human Factors International
Biography

Digital User Experience Strategy: A roadmap for the post-web 2.0 world

Jerome discusses user experience strategy as the center of an effective business model and why usability practitioners need to evolve from methodologists to strategists.

The growth of technology has fundamentally changed human behavior in every aspect of our lives… the way we interact, play, learn, work, and even think. To be viable and sustainable in this dynamically changing world, businesses must understand and embrace:

  • The changing rules of engagement in a post-Web 2.0 world
  • A framework that translates strategic goals into effective user experiences
  • Measurement and metrics to monitor progress
  • Institutional infrastructure that adapts to changing culture and processes

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Spencer Gerrol
Spencer Gerrol, MS, CUA
Executive Director, HFI

Biography

Kath Straub
Kath Straub, PhD, CUA
Chief Scientist, HFI
Biography

From Convincing to Converting: Applying the science of persuasive design to architect the decision space

The value of your website is no longer determined by whether your customers can do business with you (usability). It is determined by whether they will do business with you (persuasion).

In this white paper Spencer Gerrol, Executive Director, and Kath Straub, Chief Scientist, review key research findings on consumer decision making and persuasion.

Learn how these findings can be applied to make your communication strategy and website more effective!

  • Learn key persuasion strategies
  • Discover when and why they work (and don't!)
  • See how others have applied these same principles
  • Learn how to measure their effectiveness on your own site

Kath and Spencer highlight real world examples of great persuasive design, and demonstrate how key persuasive strategies (such as: social proof, perceptual contrast, obedience to authority, framing, and scarcity) can be applied to improve designs.

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Mark Cohen
Mark Cohen
VP Marketing
Human Factors International
Biography

Persuasive Design in Action: PET design™ Expert Reviews

HFI's PET design™ presents a systematic approach to persuasive design with a suite of PET design tools that build trust, create emotional engagement, and persuade your customers to take action.

The logical entrée into persuasive design is the PET design™ Expert Review, an indepth evaluation of your organization's site or application with actionable recommendations on how PET design tools and user research can improve its persuasive design.

This paper gives an overview of the mechanics of persuasive design offered by the PET design Expert Review. From setting the persuasion objective to identifying visual elements, content, and emotional interactions that meet that objective, the PET design Expert Review provides your site or application with a persuasion flow that guides customers toward transactions and commitment.

We explain how the PET design Expert Review quantifies persuasive design metrics and helps your organization maximize its persuasion objective.

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Susan Weinschenk
Susan Weinschenk, PhD, CUA
Chief of UX Strategy, Americas
Human Factors International
Biography

Who are we designing for? The generational dilemma

User experience practitioners are often challenged with designing for at least three demographics with different needs, different interests, and very different ways of interacting with technology:

  • Baby Boomers: grew up with television and have more or less transitioned to the Internet Ag
  • Generation X: the practical, savvy, first "Web Generation" of online users, have also dominated the Web design community
  • Net Generation (a.k.a. Millennials, Generation Y): using technology since they could use a mouse—it's as natural as breathing

This paper examines each group's tendencies, attitudes, and expectations toward technology. We conclude by highlighting the implications for Web design. For purposes of discussion, we're admittedly stereotyping, along with taking a Western-centric cultural viewpoint.

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Eric Schaffer
Eric Schaffer, PhD, CUA, CPE
Founder and CEO, HFI
Biography

Beyond Usability: Designing for Persuasion, Emotion and Trust

The interactive online environment offers far more opportunities to influence decision making than traditional advertising or marketing channels. Yet understanding people's subtle emotional triggers requires a rigorous set of new techniques, the results of which can even conflict with classic usability best practices.

This white paper offers a strategic overview of the science of persuasion, based on HFI's new PET Design methodology. Learn how your company can apply research-based techniques to influence online behavior.

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Phil Goddard
Phil Goddard, PhD, CUA
VP Western Region, HFI
Biography

Sean McLeary
Sean McLeary, CUA
Project Director, HFI
Biography

5 Dimensions of UX: Balancing business and user experience perspectives to create successful e-commerce sites

Learn how to create an engaging e-commerce experience by:

  • empowering customers to learn or interact with the product space fully
  • building effortlessness into the shopping experience
  • creating a joyful shopping experience

Phil & Sean illustrate how HFI's metrics-based scorecards capture e-commerce best practices, showing examples from sites that achieved the highest scores across the "Five Dimensions of User Experience."

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Jay More
Jay More
President, HFI
Biography

Kath Straub
Kath Straub, PhD, CUA
Chief Scientist, HFI
Biography

"Recession-proof" your business through customer-centered design

Your website is often people's first (and sometimes only) interaction with you. Jay and Kath explain why:

  • designing the customer experience is mission-critical and can't be adequately addressed on a project-by-project basis
  • your competitors are taking notice and increasing online spending: the majority of companies are investing more on Web analytics, usability, and behavioral research than they did last year (source: Forrester)
  • emerging metrics for online brand and persuasion are providing new insights into the customer lifecycle

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Kath Straub
Kath Straub, PhD, CUA
Chief Scientist, HFI
Biography

Spencer Gerrol
Spencer Gerrol, MS, CUA
Executive Director, HFI
Biography

Designing the e-government experience through citizen-centered usability

Putting government online is one thing—creating websites that are easy to use is quite another. Kath and Spencer share principles and approaches from citizen-centered design to fulfill the potential of e-government. You'll learn about how to:

  • Provide self-service
  • Make it usable & meet citizen expectations
  • Run your website like a business
  • Apply "continuous" usability

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Susan Weinschenk
Susan Weinschenk, PhD, CUA
Chief of UX Strategy, Americas
Human Factors International
Biography

Kath Straub
Kath Straub, PhD, CUA
Chief Scientist, HFI
Biography

5 Critical User Experience Design Trends for 2008

In this white paper, Susan Weinschenk and Kath Straub explore our top 5 trends in user experience design for 2008:

  • Emotional design and persuasive architecture
  • Designing for different generations
  • User experience and human factors in healthcare
  • Creating a joyful, effortless e-commerce experience
  • Self service in e-government

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Susan Weinschenk
Susan Weinschenk, PhD, CUA
Chief of UX Strategy, Americas
Human Factors International
Biography

What have we learned? Looking back at 2007 – Highlights and takeaways from recent Human-Computer Interaction research

In this white paper, Susan Weinschenk examines 6 of our favorite studies and their practical impact on user experience design. Taken from HFI's Putting Research into Practice course, this includes research on:

  • Trust factors in health Web sites
  • Data-gathering methods for children
  • Usable error messages on the Web
  • Aesthetic perceptions of Web pages
  • Eye gaze patterns for searching vs. browsing

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Phil Goddard
Phil Goddard, PhD, CUA
Executive Director
Human Factors International
Biography

The Business of UX Metrics: How to measure and manage the user experience

Businesses depend on metrics to make informed design decisions. Phil Goddard explains how HFI's evolving set of user experience metrics can help you:

  • quantify best practices in design at a site, sub-site or page level
  • prioritize your usability resources across a range of projects
  • get valuable feedback quickly, in "design time"
  • track and benchmark user experience over time
  • learn how you score against your competitors
  • synthesize your various user data streams into an integrated UX dashboard

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Apala Chavan
Apala Lahiri Chavan, MA, MSc, CUA
VP Asia
Human Factors International
Biography

Around the World with 14 Methods: Innovation and Culture

Is your company expanding into new markets or cultures? Contextual Innovation is HFI's systematic process to help you understand target markets and successfully introduce your products and services.

Apala shares many innovative consumer data-gathering techniques from the front-end of this new methodology. These techniques are particularly suited for international work in emerging markets, since getting people to speak their mind can be challenging in high-context, non-Western cultures.

You'll learn 14 data-gathering methods, including:

  • Bollywood technique – a "dramatic" approach to usability testing
  • Emotion tickets – a creative cultural probe
  • Bizarre-bazaar – an informative performance method
  • Funky facilitator – a new data collection approach

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Jeff Horvath
Jeff Horvath, PhD, CUA
VP - User Experience Strategy
Human Factors International
Biography

Jerome Nadel
Jerome Nadel, MS, CUA, CPE
Chief Experience Officer
Human Factors International
Biography

User experience in a Web 2.0 world...and what it means for your business

Web 2.0 refers to the new tools, applications, designs, and patterns of use that are turning the Web into a social user experience. But what does Web 2.0 mean for business strategy?

Jerome and Jeff explain how your company can benefit from Web 2.0 by designing a useful, relevant, compelling user experience for both customers and employees. Learn how:

  • Businesses can use social collaboration technologies internally to improve communication, content creation, and distribution
  • You can create a sense of community on your public-facing sites to draw customers in
  • Principles of good design will change when creating social-based, collaborative interfaces (e.g. navigation, search, etc.)

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Dean Barker
Dean Barker, MS, CUA
Executive Director
Human Factors International
Biography

User interface patterns: reusable solutions for design

User interface (UI) patterns are reusable templates for interaction design. HFI's Dean Barker explains how UI patterns ensure consistent designs that follow best practices, letting you focus on content and user needs. Patterns are the foundation of a user interface design standard and address greater detail than styleguides. UI patterns offer many benefits:

  • Capture best practices
  • Designers have a reusable foundation to create interface designs
  • Solve routine design problems
  • Encourage rapid design exploration and prototyping
  • Retain a valuable enterprise knowledge base

Learn how to:

  • create a user interface pattern library
  • demonstrate the business case for a pattern-based approach to UI design

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Mona Patel
Mona Patel, MS, CUA
Executive Director
Human Factors International
Biography

Designing for conversion: Evaluating decision-making through HFI's PET design™

Mona intoduces a new evaluation methodology – a PET design review. She explores, through the lens of persuasion, emotion and trust, how consumers make decisions that lead to conversion.

The PET methodology provides a concrete means of understanding the various elements of the consumer experience.

  • What motivates users to keep clicking through a transaction?
  • What graphics elements inspire the "right" emotion?
  • Are you following best practice principles around credibility and trust?

Web site conversion can be increased by designing for these underlying needs, whether the site is e-commerce, informational, or transactional.

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Susan Weinschenk
Susan Weinschenk, PhD, CUA
Chief of UX Strategy, Americas
Human Factors International
Biography

Trends in user-centered design: What you need to know in 2007 that can help your business

Susan Weinscheink of HFI explores the top 5 trends in user-centered design for 2007:

  • Web 2.0: New social collaboration technology signals a radical shift for best practices of user experience design
  • PETscan: Usability gets personal: how to increase conversion by designing for Persuasion, Emotion, and Trust
  • Contextual Innovation: A new methodology to guide product & service development for new markets – the next leap for usability
  • User interface patterns: Don't miss this opportunity for cost savings and improved usability
  • Usability scorecards and metrics: This is key to continuously improving the usability of your site or product

Free white paper

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Drew Falk
Drew Falk, MS, CUA
Project Director
Human Factors International
Biography

Getting the Right Participants for a Usability Test

Drew Falk, Project Director at HFI, discusses effective, real-world methods to identify and acquire participants for a usability test, administered either in-person or remotely. Learn how you can effectively:

  • Define who are (or will be) the users of your application or Web site.
  • Determine how many test participants will be needed.
  • Determine appropriate compensation.
  • Establish criteria for selecting test participants and create a screener.
  • Recruit participants effectively.

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Jerome Nadel
Jerome Nadel, MS, CUA, CPE
Chief Experience Officer
Human Factors International
Biography

Giovanni Piazza
Giovanni Piazza
Global Director
KnowledgeWeb Program
Ernst & Young LLP
Center for Business Knowledge
Biography

Managing the knowledge behind business decisions through user-centered design – a case study

Jerome Nadel, HFI's Chief of Global Technical Process, and Giovanni Piazza, Ernst & Young's Global Director, Knowledge Web Program, explain why efficient access to knowledge is essential for global business operations. Giovanni discusses how his company realized its systems needed improvement – and why user-centered design proved to be the appropriate solution. This empirical approach to interface design/architecture enables effective business decisions.

The white paper looks at:

  • The challenge of knowledge management at Ernst & Young
  • Redesigning Ernst & Young's intranet based on a user-centered methodology
  • Data-driven business decisions through user-centered design

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Susan Weinschenk
Susan Weinschenk, PhD, CUA
Chief of UX Strategy, Americas
Human Factors International
Biography

How to Find Your Executive Usability Champion

Making usability a mature discipline within your organization is a daunting task—you're asking people to change. If you don't have an executive champion, your efforts will be frustrating and slow at best, and at worst, fail entirely—no matter how compelling your argument or how many colleagues are behind you.

In this white paper Susan presents:

  • The need for an executive champion
  • Prerequisites for getting an executive champion
  • What characteristics to look for in an executive champion
  • How to get an executive champion and support him/her

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Apala Lahiri Chavan
Apala Lahiri Chavan, MA, MSc, CUA
VP Asia
Human Factors International
Biography

Another Culture, Another Method

The paper explores the area of methods used in the design process and the need to adapt them for use in different cultures. Users will continue to be influenced by their unique cultures and thus user behavior will continue to vary cross-culturally. In particular, Ms. Chavan discusses the "Bollywood Method" of evaluating the usability of products and designs in India.

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Susan Weinschenk
Susan Weinschenk, PhD, CUA
Chief of UX Strategy, Americas
Human Factors International
Biography

Usability: A Business Case

In this paper, Susan Weinschenk, HFI's Chief of Technical Staff, makes the business case for usability, aligning usability efforts with the goals and needs of the organization, and finally implementing usability in a cost-effective way. She shares ideas, research, examples, and case studies, including:

  • How do you make the case for usability in hard dollars?
  • How can you convince others that your usability efforts are aligned with the needs of the organization?
  • How do you engage in usability in a cost-effective way?

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Pat Malecek
Pat Malecek, AVP, CUA
User Experience Manager
A.G. Edwards & Sons, Inc.
Biography

From Inspiration to Action at A.G. Edwards

Pat Malecek, User Experience Manager, discusses how his team of Certified Usability Analysts (CUAs) were instrumental towards making usability a routine practice at A.G. Edwards.

Following many of the principles outlined in Dr. Eric Schaffer's new book Institutionalization of Usability: A Step-By-Step Guide, A.G. Edwards' CUAs provided design guidance, usability testing, standards development and training for both Web and Intranet applications.

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Hitesh Agrawal
Hitesh Agrawal, MS, CUA
Project Manager, HFI
Biography

Abhijit Thosar
Abhijit Thosar, CUA
Project Director, HFI
Biography

Institutionalization of Usability at Anthem

Hitesh Agrawal and Abhijit Thosar of HFI discuss how Anthem, Inc. attained the training, standards, and resources they needed to create a sustained usability effort.

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Eric Schaffer
Eric Schaffer, PhD, CUA, CPE
Founder and CEO, HFI
Biography

Kath Straub
Kath Straub, PhD, CUA
Chief Scientist, HFI
Biography

Meeting the Demand for Usability Expertise: An Offshore Model

Eric Schaffer, CEO of HFI, and Kath Straub, Chief Scientist at HFI, discuss how you can create and utilize a "Center of Excellence" dedicated to realizing your company's development and design projects. Learn how you can staff a sustained usability effort.

The paper includes a 12-point checklist of critical success factors for the development of an offshore usability team.

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Dick Rubinstein
Dick Rubinstein, PhD, CUA
Managing Director
Human Factors International
Biography

A Successful Approach to Implementing a Corporate Web Design Standard

Dick Rubinstein, Managing Director at HFI, talks about the practices and processes that facilitate the organizational development needed to create a successful Web design standard.

The paper includes ten organizational secrets for implementing a successful Web standard.

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Susan Weinschenk
Susan Weinschenk, PhD, CUA
Chief of UX Strategy, Americas
Human Factors International
Biography

Mentoring for Mainstream Usability

In this paper, Susan Weinschenk, HFI's Chief of Technical Staff, talks about mentoring, the process by which an expert teacher/ practitioner quickly and significantly works with team leaders and members to take the group, organization or individual to the next level of strategy, knowledge or performance. The paper discusses:

  • What mentoring is, and how it is different from consulting, training, or educating
  • Examples of how mentoring can be used to move projects, people, and the organization forward to a new level
  • Characteristics of successful mentors, mentored staff and programs
  • How and why to start your own internal or external mentoring program
  • Mentoring for usability strategies

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Jeff Lees
Jeff Lees, MS, CUA
Project Director
Human Factors International
Biography

RBC Royal Bank's Online Banking Initiatives

HFI's Project Director, Jeff Lees, discusses RBC Royal Bank's project for online banking initiatives. He details the high-level goals for the project and the steps that were taken to achieve these goals. The white paper walks through the process that was followed by HFI in support of the project and concludes with what steps are being taken at RBC Royal Bank to institutionalize usability.

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Wendy Yee
Wendy Yee, PhD, CUA
Project Director
Human Factors International
Biography

The Value of an Expert Review

HFI's Project Director, Wendy Yee, discusses the rationale for Expert Reviews, basic criteria for their use, and best practice circumstances for employing the Expert Review as a diagnostic tool. Included in the white paper is a 5-Step Expert Review Checklist to help you determine if your site or application would benefit from an Expert Review.

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Colin Hynes
Colin Hynes
Director of Usability
Staples, Inc.
Biography

Keeping Users Stuck to Your Site

Colin Hynes discusses the effect of drop-off and how usability initiatives reduced drop-off at Staples.com by 73%.

This discussion begins with a definition of drop-off and moves into an explanation of the value of drop-off data. Then we delve into the correlation between drop-off and return on investment. Finally, we highlight two examples of Staples.com initiatives that were focused on reducing drop-off by using a systematic process of customer research and redesign.

Staples logo

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Phil Goddard
Phil Goddard, PhD, CUA
Director of Training, HFI
Biography

HFI Certification—Fulfilling Your Needs as a Practitioner

Usability is more and more critical to online success...

  • but most developers have no formal training in it
  • and most companies have no formal program for it.

HFI's Certified Usability Analyst program is aimed at developers who want up-to-date training for practical work in user-centered design, and acknowledgement for their years of hands-on experience. These are the certified paramedics of the field.

This program also allows employers to find and promote qualified individuals with authenticated skills in usability.

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Eric Schaffer
Eric Schaffer, PhD, CUA, CPE
Founder and CEO, HFI
Biography

The Institutionalization of Usability

Executives who are interested in catching the next wave of the information age should hear this message. You will learn about the key differentiator for online success in the coming decade.

Dr. Schaffer discusses practical usability, The Third Wave of the Information Age, the institutionalization of usability, developing a holistic strategy, measuring success, and getting started.

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