1. Center for Development Excellence UX Discovery Case Study and Work Product 1

2. Bryan Daniel

3. For a successful customer experience ( emerging device, enterprise application, web marketing or web app project ), you need someone who can Collaborate closely in an Agile Definition team and with a Delivery team to ensure that the desired user experience is delivered! Effectively translate “the ask” and requirements of the Business to IT & Creative… Elicit and elaborate the user stories: needs, tasks and goals of the user … Guide and collaborate with the Agile team stakeholders with the Business owners utilizing best practices and thought leadership… Define the user experience with user stories, wireframes, mockups, prototypes, style guides & supporting documentation… I’m that someone Bridging the Gap Systematically research the user’s needs and become their advocate… 3

4. CDE UX Discovery & Recommendations Working on client site for 3 days and then remotely from home in Arlington, TX for 5 weeks, as User Experience Strategist, employing a user-centered design approach, a discovery process of interviews and site analysis to document current stakeholder, company and user needs, to establish user profiles and strategic direction as drivers for final recommendations. UX best practices UX best practices System Architecture System Architecture Engagement Strategy Engagement Strategy Content Management System Content Management System Card Sorting Card Sorting Email Service Provider Email Service Provider Content Strategy Content Strategy Mobile user experience Mobile user experience Challenge 4

5. CDE UX Discovery & Recommendations Goal: Client requirements gathering, assess current user experience and navigation, then make recommendations for improvements to user experience and site‘s information architecture. Recommendations for integration of third-party eCommerce, marketing and online training applications with traditional online and mobile considerations for primarily non-domestic delivery. User experience analysis of www.cderesources.com Facilitated and conducted Content analysis and card-sorting User interviews and workshops User task analysis Analysis of user interviews Recommendations for user engagement and content strategy Final recommendations documentation and presentation Requirements gathering and documentation Initially acting in BA role & transitioned to UX Designer role CDE Critical Success Factors General Requirements Marketing and Email Requirements E-Commerce Requirements Content Management System Requirements Course Management Requirements Mobile Requirements High-level architecture 5 Deliverables

6. CDE Site Research Deliverables 6

7. Discovery & Card Sorting #Primary FunctionDescription 1 Site RegistrationEncourages the user to engage with CDE to opt-in for access to current and future unique information. Streamlines the registration and purchase process. 2 Training & CoursesCDE Seminars registration for: Master's Certificate Program USAID Seminars CDE e-Learning modules Events 3 About CDEDescription of: CDE It’s history It’s mission 4 Resources Local Compensation Plans White papers Internet References Software Subscription Newsletter 5 TestimonialsTestimonials from former training participants about: How the CDE training courses helped them enhance the capacity of their organization’s local development practitioners. How they are now better positioned to bid on, win, and implement donor assistance projects. 6 Shopping CartFunctionality that allows the user to select one or multiple courses and/or items (Books, content subscriptions, etc.) and offers options to purchase the selected items. Displays discounts and total charges. 7 Careers (Future)Offering job opening postings and career development resource content, either through a strategic partnership with an organization such as Devex or with originally developed content. 8 BlogThe CDE blog, usually maintained by an individual, provides regular entries of commentary, descriptions of events and will provide news on a particular subject. It will need to be determined if the CDE blog will enable the readers to leave comments in an interactive format as part of the blog. 7 Deliverables

8. CDE Site Recommendations Deliverables 8

9. CDE Site Recommendations Deliverables 9

10. Proposed Home Page Wireframe Deliverables #Primary Function 1Site Registration 2Training and Courses 3About CDE 4Resources 5Testimonials 6Shopping Cart 7Careers (Future) 8Blog (Exists on Current Site) 9MyCDE 10NavLinks 11Development News (Future) 12Promotional Area (Future) 13Logo – Links to Home 14Header Graphic 10 7 2411 12 14 13 10 235849 6 1

11. CDE Web Site Architecture Deliverables Initial Recommended State 11 Defined architecture and UX to completely redesign CDEhome.org to create a position of de facto leadership and deploy a sophisticated eCommerce environment to build a strong revenue generator.

12. CDE Web Site Architecture Deliverables Recommended Future System State Future architecture state recommended to deploy a sophisticated eCommerce environment, to include: CRM eCommerce eLearning Mgmt System Automated Email System CMS Registration System Consolidated Db 12

13. For a User Experience that gets results Contact bryan.daniel@sbcglobal.net 13