Leveraging UI/UX to drive successful employee experience
Hello, and welcome to the Cask
Distillery Podcast, where, once again, we unlock the potential of ServiceNow with
expert insights and practical strategies, only here on the Cask Distillery
Podcast. And today, we are going to be talking about leveraging UI and UX
to drive successful employee experience. And I have with me another very special guest:
Ryan Curtis. And to give him a quick intro, Ryan is our senior UI/UX designer. He’s had
extensive art direction experience—about 20 years of combined agency and freelance
experience—under his belt. And Ryan has worked on some of our top 15+ clients. I think
it’s probably quite a bit more than that now. But thank you for taking time, Ryan,
to jump in with us and talk about UI/UX and how we’re driving successful
employee experience. Thank you so much. Yeah, my pleasure, Sean. It’s great
to be here. I love talking about my work and all the great stuff Cask
does. So, thanks for having me. It’s awesome. And I love your work. I’ve
got a chance to see a lot of Ryan’s work. For those of you who listen to the show
regularly, you know I’m a client architect, so I work with all the different what
we call “practices” and people that do the real work here. And it’s impressive.
And what I want to start out with is what do you discuss with customers to be able
to build a valuable UI/UX, first of all? Yeah that’s usually early in the process when
we start having those conversations. And that’s really where it starts is conversations. And, in
a nutshell, I would say to really understand what the challenges are that the customer’s facing
and how to get them where they need to be is understanding the current state (where they’re
at) and then understanding where they want to be, what is their end vision, where do they want to
take this portal, and what kind of features and functions and what kind of things do
they want to give to their employees. So I think of myself as the trail guide. They
know where they are and they know where they want to be, but they don’t really know how
to get there. All the paths in between. I bring the experience and the knowledge,
and I’ve tracked this path before with other customers. So that’s how I see it and
see myself as that role. Just try to not boss them around but lead them to where they really
want to be, not where I think they should be. And a lot of that starts with
just discussions/workshops. I really want to dig into pain points, really
want to understand their frustrations first and foremost. It’s almost a therapy session
where I’m just like, “Tell me all your problems. Tell me what’s not working, whether
it’s on the fulfiller side or the requester, the employee side, whatever it is.” That’s not
only valuable for me but my other teammates as well that work on the project, because they get
a little bit of insight into workflows and other things that may affect their work stream. The
biggest thing is to dig into their pain points. And I also try my best to convey what the
expectations are of my process and what they’re going to get from me. And I’m not going
to solve every problem. I can’t do everything, but I try to lay that foundation to
help them understand the big benefits, and really how UX and UI can enhance out-of-box
ServiceNow. Out-of-box ServiceNow is great, but it can be so much better.
It’s just that base level. So I try to set those expectations early
and just help them understand my world, because often they don’t. So I try to
give them those visuals and help them understand what I do and how important it is
for their user populace and their employees. It’s not magic. It’s method. It really
is. There’s no fairy dust or anything included. It’s a proven methodology
used all over different industries. Yeah. You said something that really—I know
we at Cask all generally think this way, but it really touches my heart: making
sure you’re an advisor. And some people can lord things over people and “No, this
is the way to do it.” It’s more about what is the best for the client—where they’re at
and what they’re doing. And along with that, how do we go from getting something like
an idea all the way to validation faster? Yeah, we were seeing more of this where
clients—and it’s great. You don’t want to boil the ocean. You don’t want to try to solve
every problem all at once, but focus. Have a more focused effort to focus on a specific problem. Go
from idea to solution faster. And that’s really where the agile methodology comes in on a larger
scale, where you’re very dedicated to having a set of smaller problems that you can tackle one
by one in a fast-paced, more focused, iterative solution rather than a more traditional waterfall
solution, where you’re doing two-week sprints, and you’re going from workshops and requirements all
the way up to an actual demo of a completed tool. Embodying that agile methodology
or incorporating some of those processes or working styles into actual
organizational executions is important. Just being able to be more faster, a little
more reactive, a little more innovative. Other things I’ve seen work that really bring
ideas to life faster is validation. We can create whatever you want, but until you test it with
the people who are actually going to be using it, you don’t really know if what we’re doing is
right. So a big part of that is validation. And sometimes it’s difficult to get on people’s
calendars. Everybody’s busy these days. It’s hard to identify testers and say, “Okay,
these people would be great to test this, but we need more than a week to give them
time to do that.” If there’s any way that organizations can have a little bit more of a
council, like a representative from different parts of the org that can always be available to
test new solutions and be aware of things that are happening and give input and feedback on these
technologies and tools that the organization’s bringing to life. So the more you can expose that
to people who are actually using it, I think, the better. Cause then you’re not just guessing,
you actually are validating. And if you have a set group of people that are ready in the wings to
get their eyes and ears and hands on those things. you can move a lot faster. And I believe we at
Cask have an offering that’s similar to that: just a very short, dedicated, focused, innovation
sprint really is, I think, is how we sell that. So we do things just like it’s . . . yeah. So, to the validation point we’re at now going
from “I did a validation.” So once you get it in, the other thing that I’ve seen, and I know you’ve
seen this too, or we see it at Cask as well, is the user adoption issues. The challenge
to actually get users to the portal. We’ve done all this work. How do we get users
actually to the portal in your opinion? I don’t wanna say that’s not my job;
that’s definitely my job. But I think a lot of that also comes with OCM.
Making people aware of what’s coming. Organizations doing a good job or preparing
their people and communicating the benefits. So I think OCM (organizational change
management) has a significant part of the pie there to really drive
adoption and get buy-in and find those change champions and identify
those people and drive that awareness. Even lack of user engagement—things I’ve been
talking about—interviews with people early in the design process, hearing what employees are saying,
building out personas—snapshot representations of people and user groups—mapping and understanding
their journeys. What does onboarding look like? What does requesting a new computer look
like? What are these various workflows, and where are the drop offs? Where are the poor
parts—the frustrating parts—of that process? Because often, you don’t need to revamp
the entire process. There’s usually just one or two parts in that process that are
the pain points. So identifying those and being able to focus on those, you can make a
significant improvement much faster instead of trying again to reshape the entire
process that your workflows are using. Other barriers to portal adoption, I would say
accessibility and just poor visual styling. It can function great, but if it’s not easy to
navigate or easy to read or use from page to page, or if there’s a lot of lingo that
is just overly IT or HR jargon, it just creates that many more barriers. So,
your goal is to meet the users where they are, using natural human language—words that
people say—not overloading people with jargon, making things consistent on every page. The
same content is found in the same area of the page from department to department. It’s
not just the Wild West, where the IT page looks completely different than the HR page, looks
completely different than the finance page. So the more consistency you can bring, it’s just such a
smoother, more frictionless experience for users. So you’re saying you don’t really want
one page to look like a—and I’m dating myself here—like a MySpace page
and then the rest of it looking like a ServiceNow page. You don’t want
it going crazy. Yeah, totally get that. And you mentioned, you got into this a little bit
with accessibility, or you mentioned it. I wanted to take a moment and kind of highlight that.
What is accessibility and why does it matter? Yeah, that’s a great question. That’s
a big topic these days, especially, I think, since COVID. Now everybody is
much more working on their machines, their laptops. And what accessibility is
is it’s really taking intentional steps to removing barriers to consuming content for as
many people as possible, including people who are maybe blind or colorblind, deaf or hearing
disabled, or any other kind of disability. One in four people in the US are disabled.
So that’s a huge percentage and factor. So, organizations, they need to treat everybody
equally. Adhering to government standards which is where accessibility has come now. It’s a
government standard, different levels. But, there’s been a few cases when a company
doesn’t intentionally adhere to those, they’ve been faced with massive fines. Lots
of penalties and court charges or court cases, and that’s no fun for anybody. Nobody
wants to face a discrimination case just because they maybe didn’t know
or weren’t really educated as to why. The bottom line is it matters at the bottom
line: the money. But it’s also just treating everybody equal and making sure that your
content—your information—is accessible to everybody. Those critical services,
critical information that everybody needs. Some of that lies in my court. And a lot
of it lies in the developer’s court—in content publishing and content creation.
Things like color, contrast, font size, even just page layout, information hierarchy.
If you can imagine someone who’s blind using a screen reader and the screen reader
goes up and down the page left and right, and if things just don’t make sense in terms
of layout or labels, that’s very confusing to the user because it doesn’t make sense
from an information hierarchy standpoint. But then there’s also behind-the-scenes
things—alt text, HTML tags, audio descriptions, closed captioning—a lot of things that
I think people may take for granted but is critical for a lot of employees out
there. So it is very important. And a lot of it is behind the scenes. You don’t
really see it, but it’s highly effective, and it’s highly valuable, and it makes a
great positive impact for all employees. So in the last question I wanted to ask you,
my background was graphic arts, as we discussed earlier, and I know UI/UX is visual, and sometimes
people really need to actually see the art of the possible. I know we’ve got somewhere we can
send them. Can you talk a little bit about that? Yeah, sure, Sean. We are just in the
middle of creating this thing. We’re calling it the Demo Hub—the Cask Demo Portal Hub. So basically what it is is it’s an
e-commerce site, almost. You’re shopping around and looking at some of the work we’ve
done. It’s very simple design of a site, but it’s somewhere you could go
to interactively look at all the visual design and the portals we’ve
done here at Cask. So it’s almost— Envision a lot of case studies. Each
page is a case study of one customer, and it has some information on what was their
challenges, what were they facing, what was their issue with the platform. And then how did we come
in and solve it. Bring them innovative thinking and solutions. And what were the results. Maybe
if we have some metrics to showcase and say, “This made a great positive impact here,” or, “Smoothed
out some things with employees over here.” We try to showcase the results as well, because that’s
really what matters when it comes down to it. But like you said, the great part is the visual
stuff, the eye candy. Case studies are great to read about. The big wall of words can be
interesting. But yeah, a picture can speak a thousand words. Really trying to be better at
showcasing the great work we do. Cause I don’t think we do that enough on our website.
So we’re trying to try to change that. That’s great. That’s all the time we have
for today. And thank you so much, Ryan, for taking time out of your busy schedule to join
us. I do want to mention that we will have a link in the description to that resource
that Ryan mentioned as soon as we can get it up. I do want to ask you, as always,
that if you can like, subscribe—basically, give us suggestions, anything you want to see,
because really we’re here for you as the listener, watcher, however, you’re consuming
this. And for today, that’s it. Thank you so much and take care. Bye bye.
https://www.youtube.com/watch?v=nH8eOc_u0_8