How does Strategy affect Design?

by Joshua Porter  |   20 Comments

Luke Wroblewski shares a discussion on the ambiguous role of the designer:

Client: “Performance metrics, market landscape, product strategy? You don’t sound much like a designer. Shouldn’t we be discussing color options and page templates?”

Designer: “Design is the physical, or in this case digital, manifestation of your product strategy. Of course we could define your customers’ experience with ‘paint by number’. But I think you’d agree we should figure out what you want to say to your customers and why before we dive into how we’re going to say it.”

There are two ways to view Design here.

If you view it as creating interfaces to content, then you might stop short of talking about strategy. Instead, you would focus on how to display what you’ve got. Typography, grids, information hierarchy, big buttons, huge fonts, navigation bars, etc.

The other view that Luke alludes to is one that I believe we are moving toward, necessarily: having the designers in the strategy discussion alongside the “business strategy” people talking about the “what” as well as the “how”. (btw: this is the “strategy” part of the Bokardo Design: Interface design & strategy for social web applications). I would be doing both myself and my clients a disservice if I ignored how their business strategy can drive the design. A designer has done their job well when they have created an honest implementation of that business strategy.

Design is business

Let’s be plain about it: Design is business. We can’t go on with suspicious…accountability. Designers, who excel at making hard things easy to understand through an interface, need to be part of the business discussion. Giving them Word docs and telling them to “make it look good” won’t cut it anymore. There is no accountability there, and worse, at that point much of the potential for really giving users what they need is already lost. If the Word doc is garbage, then no matter what the designer does will fail. Garbage in, garbage out. The scope of possibility is cut down to a narrow fraction of what it could be…of what the designer could come up with if they only had some time to think about how the strategy affects the design. As Peter Merholz says: Experience is the product.

So how does strategy affect design?

Look at Amazon.com. Their strategy is to help people find the best products. If they are successful at doing that then they’ll sell more. They’ve had a million insights along the way, but one of their best ones was that creating tools like wish lists actually helped realize their strategy because it allowed people to remember what they wanted and in doing so caused them to return more often. Allowing users to add comments and ratings let them sift through crucial, unbiased 3rd party information that helps them make better decisions about what’s good or not. And looking at their site from a wider view we see that Amazon has a ton of social features just like these that work to varying degrees. What was a hard problem 10 years ago was made much easier by the amazing work of the Amazon team and their innovation.

I don’t think its the case that strategy isn’t affecting design. It is, it’s just not clear how. Most of the time there is not a direct conversion between the strategy and the interface. The two sides rarely even talk, actually. The strategists are off using terms like “conversion”, “user-generated content”, and “ROI” while the designers are opining about “grid-based design”, “cross-browser rendering”, or “web standards”. These conversations are great within their own culture, but we need to find the middle ground as well, where strategy and design use the same vernacular.

I wholeheartedly agree that design is the manifestation of strategy. In software, it’s the realization of the conversation channels that a company/organization can have with its users/customers. The richness, depth, and value of that conversation is a direct result of the design. Yes, the value of the conversation is a direct result of the design.

To give you an example of where design might adversely affect the conversation, consider the case of Digg.com. As I outlined in Digg’s Design Dilemma, much of the superficiality of the conversations on Digg result from some very critical design decisions they’ve made. This isn’t an accident! It’s a direct result of the design. (Interestingly, in February Digg removed their Top Diggers list)…serving as validation that Digg is aware of the impact these design decisions make.

Another example: every time you hear about Twitter and the job they’re doing there, people say how “simple” the service is. Simple is a great word for your users to use when praising your stuff, as it means that the communication is clear.

Finally, if designers are going to be successful, then our contribution must be measured. If we are to be accountable (and I think we should want to be), then we need responsibility. Handing off…not necessarily creating…but clearly articulating and then handing off your strategy to a designer is how you give them responsibility, not whatever responsibility comes from making something “look good”.

Designers need a place at the strategy table because their work depends on and is a direct result of it. If it’s not already, realizing the business strategy of the organization in an interface should be the designer’s primary job description.

Comments ( 20 Responses so far )

1.  Terry Bleizeffer on August 1st, 2007 (Comment) #

I don’t disagree with the points you’re making here (though I think “simple” is an overrated goal), but I have to ask - how do you measure the contribution of a designer? I completely agree that designers should take ownership for their design whenever possible (rather than handing it off to the “real” owner), and I agree we need to be accountable, but when it comes to measuring our contributions, I have yet to discover a good, repeatable way of doing this.

2.  Jared M. Spool on August 1st, 2007 (Comment) #

Terry asks,

how do you measure the contribution of a designer?

As much as I hate sports analogies, how do you measure the contribution of the third baseman? A great third baseman is an asset to the team. A poor third baseman is a liability.

By looking at third basemen throughout baseball history, we can see the attributes the great ones have. And we can look for those attributes in rookies as they play their first games.

But is there good, repeatable way of measuring this contribution? Probably not.

(By the way, Bill James might argue there is a way to measure the contribution of the third baseman.)

3.  Rob May on August 1st, 2007 (Comment) #

Ok, there are very good examples here. I think the designer should work in the team since the beginning of the project but he/she should stay apart from doing the business manager work to give an example.

4.  Pauric on August 1st, 2007 (Comment) #

Terry, I would say you dont have to measure it, simply demonstrate the advantages of applying user focused methodologies at the strategy level.

As always, it pays to understand your audience and speak their language. For me, I talk about consistency across the suite of products, branding at an interactive level, etc.

However I dont think its quite true that “if designers are going to be successful, then our contribution must be measured” You can demonstrate this up front, not just measure it at the back end.

This reminds me of the debates of yore. Back end usability testing results feeding in to the next iteration. Design is the manifestation of strategy, why not make it an agile relationship.

5.  rands on August 1st, 2007 (Comment) #

I think one of the keys here is that the contribution of the designer must be measured and I think that’s terrifically hard to do. Is the product selling well? Great, but is that the result of the idea being so good that consumers are going to buy it regardless or because the design of the product gives consumers the impression that it’s approachable?

I’d like advice on how to measure a designer’s contribution other than, “It’s looks good”, “It feels right”, and/or “It’s selling well”. Please advise.

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6.  Michael Clarke on August 1st, 2007 (Comment) #

Good post - certainly the designer (like every other role involved in a project) should be well-briefed as to the strategy and feel able to feed in ideas. Every piece of dire marketing collateral we’ve ever been presented with can be traced back to not involving or clearly briefing the design team. But that isn’t to say that one should look to the designer to take the lead in this any more than I’d expect a designer to set out the technical platform strategy. Still, each project and each combination of people is going to provide a different mix with different degrees of overlap.

7.  Terry Bleizeffer on August 1st, 2007 (Comment) #

So, basically, good design is like porn… you know it when you see it. =)

Jared - Actually, I think your example might be exactly backwards. The quality of a 3rd baseman is something that actually IS quantitative (as you say, Bill James does a good job of showing this) but people like to place qualitative judgments on it. The quality of good design is, IMO, inherently qualitative and people are endlessly trying to find ways to make it quantitative. Of course, this might lead to a baseball debate rather than a design debate…

Pauric - I think UX is relatively easy to sell at a strategic level, because it’s intuitive that focusing on customers is a good thing. The tough part is when you are trying to figure what the ROI is on applying UX to a particular design problem. The answer can’t be “it’s always worth it”, yet there seems to me no good way to answer the question. But I’m not sure too much time should be spent on it… that way madness lies.

rands - The closest I’ve come to a repeatable process is when the design problem is to fix an area of the product that is generating a lot of customer support calls. Fix the design, then look at the drop in support calls (and most companies can calculate exactly how much a support call costs). Of course, that only works when the design problem is specifically associated with lowering service costs.

8.  Craig on August 1st, 2007 (Comment) #

Strategy does affect design. Moving forward, designers are going to have to become usability experts. Good design = good usability and if the usability stinks then the designer is accountable.

Their efforts can be measured with proven usability techniques. A prototype created by a designer should pass at least a Heuristic analysis to ensure that the interface was designed with the best possible intuitiveness.

When we build a new web application, it is first the business analyst that creates some simple wire frame of what a particular interface should look like generated from a use case. This wire frame is then passed to the designer to mock up prototypes. These prototypes are evaluated for usability and edits are made until the client is satisfied.

9.  Jatin Dhillon on August 1st, 2007 (Comment) #

I love the way amazon has incorporated cookies to accommodate user behavior. If you browse today looking for a web design book and come back a few days and plan to buy a web usability book you would find a offer to buy both these books and get a discount.

Amazon heavily makes use of user cookie information. To illustrate how heavily they use it. I was reading reviews of web marketing books on amazon though didn’t buy any one of them . A few days later i visited a marketing blog and it had amazon affiliate ads running. Guess what the exact three books i was reading reviews for popped in the ads! Upon closer inspection i somehow found they use the last visited cookies to match to the ads.

Amazon’s design strategy if you notice is heavily influenced by how to make maximum use of user cookie info to provide best value to visitors.

10.  Shai Gluskin on August 1st, 2007 (Comment) #

There is an interesting class dynamic in the client/designer relationship that might hint at how to solve some of the problems addressed in this discussion…

The client holds the equity, the risk, and the potential rewards.

The designer holds no equity. A hugely successful project might help the designer get future work, but he/she/the consulting company don’t have a stake in the project.

A huge problem in all this is the common system of a designer or design firm bidding on a project to spec. Good design is ultimately part of a highly iterative process which is flexible and changes course often. But with bids based on spec sheets, every new suggested iteration by the client or the designer is a monetary loss to the designer. Or if not a monetary loss because the design firm will charge an overage, then it serves to train the client not to take an iterative approach.

The whole bidding thing is a total set up for a bad relationship between client and designer. That bad relationship has an affect on the quality of the product.

Working hourly with designers is one answer. The designer’s attitude stays positive because she’s being paid for the work she does. Not rocket science.

But how about a different solution: give the designer/design firm an equity stake. Here we move toward changing the landowner/peasant relationship at its core to the benefit of both client and designer.

The client has the opportunity to shift the paradigm and may achieve some market edge by changing the assumptions about how the business aspect of the relationship is set up.

When designers have equity stakes in the work they are doing, then the issue of designer accountability solves itself.

11.  Lasse on August 2nd, 2007 (Comment) #

Shai Gluskin: “But how about a different solution: give the designer/design firm an equity stake. Here we move toward changing the landowner/peasant relationship at its core to the benefit of both client and designer.”

I don’t see that as common solution. Still, as a designer I have learned more on projects where I have been directly accountable on the results of the projects.

When designing site that you own, the design decisions become much more strategic and the ROI of the each alteration and feature comes so much more important.

12.  sofa on August 2nd, 2007 (Comment) #

I would say you dont have to measure it, simply demonstrate the advantages of applying user focused methodologies at the strategy level.

13.  Adam Darowski on August 2nd, 2007 (Comment) #

I’ll tell ya, now that I’m at a tiny company (6) where I’m THE designer, my favorite part of the job is everything that leads up to pushing the pixels. The actual XHTML/CSS is merely the manifestation of all the strategy and planning leading up to that point. Honestly, the nuts and bolts design work is becoming a little meh compared to everything else.

Maybe that’s why someone said to me today, “Oh, so you’re a marketing guy.” Not really, but the strategy part is the fun part lately.

I also have a stake in the product. I really want to make this work for many reasons. There’s something to be said for that… I fight harder for the right design choices. I won’t just accept it and say “wasn’t my idea.”

@Jared: James may get it, but not the Writers. That’s why there are disturbingly few 3B in the Hall.

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14.  J. Jeffryes on August 3rd, 2007 (Comment) #

The problem here is that people too often assume design means “graphics.”

Would you plan a car without involving an engineer? Of course not. The designer is the Experience Engineer. They plan out how the users will use the end product, and what experience will be delivered. It is the designer’s responsibility to take the goals of the project and determine what features are needed, where and how they will appear, and what they will look like. When designers are reduced to just putting a coat of paint on the work of non-designers, then it shouldn’t be a surprise when the end result is lacking.

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15.  Bob on August 15th, 2007 (Comment) #

The view I’m moving toward is that designers are responsible for the experience of the product’s user, which goes beyond just the product to the way it’s supported, marketed, and delivered, and the way it fits into the rest of the user’s life.

The client (or product manager, for team work) is responsible for the business, which goes beyond the product to the engineering, monetization, and business development.

So while we’ve always had this fight for product “ownership” between designers and clients/PMs, I think things work better when both parties recognize that their responsibilities go beyond the mere product, and focus on their unique contributions to product development when they do work together, co-”owning” the end product and not worrying about who is “in charge”.

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Bokardo is the blog of Joshua Porter, a web designer/developer, researcher, and writer. I live in Newburyport, MA, USA.

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