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naturalmohican By Phillip David Penny
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UX & Dev Proposal

Initial observations

All areas of the website provide opportunities for improvement – the key consideration is deciding on the most efficient way to proceed.

Below I discuss the various areas of the website and propose a development timeline to take us to the next level, allowing us to scale and develop with ease.

A note on site structure

The website should be considered as 3 distinct but connected services:

Content

Sales

Here we are trying to convert customers, so it should be performant, branded and easy to update.

Account (Aura Circle)

Retention & sales

Concerned with existing customers and potential long-term researchers who can be converted. Also provides an opportunity to upsell.

Ecommerce

Conversion

Focussed totally on closing the sale as efficiently as possible, totally secure, providing clarity and communicating trust.

Content

ISSUE: Poor performance & CMS headaches

SOLUTION: Replatform to improve performance, development speed and content management.

The first thing that stands out from a technical point of view is the poor performance of the website. Fortunately, there are a number of easy wins here to improve the situation.

Switching to a server-side rendering (SSR) solution (as opposed to client-side rendering, or CSR) is the obvious approach here and will bring huge gains in terms of both site speed and SEO. React is currently being used, though it is in CSR format meaning the site speed is extremely slow.

Lighthouse report for desktop, 09-09-23
Lighthouse report for desktop, 09-09-23
Lighthouse report for mobile, 09-09-23
Lighthouse report for mobile, 09-09-23

What does a good Lighthouse score look like?

We should be scoring greens all across the board, with maximum 100 scores for accessibility, best practises and SEO. Performance is a little trickier due to the complexity, but we should definitely be above 70, and pushing for 90–95.

The loading screen
The loading screen

Major issue

The loading animation that plays between each screen load will be a key contributor to poor UX, poor performance (and therefore poor SEO) and bounce rate. There isn't really an excuse for this (unless you are providing intensive cloud based software in the browser) so it needs to be addressed.

Two standout CMS platforms are WordPress and Craft, both of which will solve your content creation issues alongside huge performance gains. Either of these systems provide the ability to create the front-end display for the user, though a future consideration may be to go headless and do all the template rendering in a separate solution.

Docker Container
WordPress CMS

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GraphQL API
Yoast SEO

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GitHub Version Control
Shopify Ecommerce
Sveltekit Front-end framework
Tailwind CSS Framework
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GA4 Analytics
PostHog Testing
Potential tech stack

RISKS: Any time you migrate a website to a new platform you are faced with risks such as data migration issues, website downtime and systems integration problems. It is essential to obtain all documentation from the development agency around the current solution, including the hosting setup.

What does a site rebuild involve?

Is your current host the best solution for the new platform?
If not, it will involve an additional step of migrating all aspects of the site (including the account and ecommerce code) over to the new host, then running thorough QA to ensure nothing has changed. This is where technology such as containerisation can help, to separate the code from its environment. Luckily, WordPress is such an ubiquitous platform that we should be able to stay with the current host temporarily if required.

Can we separate the codebase?
Theoretically, the 'static' SSR pages on the website should be self-contained and able to be rebuilt without affecting the account or ecommerce services. There may be attention required to all internals URLs.

How long does a replatform take?
Once a hosting setup is chosen and the designs are completed, a rough plan for replatforming a website might look something like this:

Task Estimate
Planning and requirements gathering 2 weeks
Create environment and CI/CD pipelines 2 weeks
Rebuild template 1 week per template
QA 1/2 week per template
Deployment 1 week
Buffer 1 day per template

With this in mind, a very rough estimate for a 5 template site might take around 3 months.

ISSUE: Overwhelming and unrefined user journey

SOLUTION: Apply best practises to enhance the UX of the website and allow us to guide the user journey.

Taken with a pinch of salt, here is a concept prototype showcasing various enhancements to the brand, UI and the UX.

Existing homepage for comparison.
Existing homepage for comparison.
Concept design for Aura exploring multiple opportunities.
Concept design for Aura exploring multiple opportunities.
View the prototype »

RISKS: Major brand updates need to be communicated to existing customers. Due to the level of issues that currently exist, I don't feel there is a huge risk of damaging conversion, however, brand documentation needs to guide any changes.

Why choose Aura?

What are the USP's of Aura? How is Aura different to the competition?

ISSUE: How can we work without an agency?

SOLUTION: By implementing professional processes and standards.

By acting as our own internal agency and working in a similar manner, we can ensure risk is minimised and efficiency is maximised. If one doesn't already exist, we will create a version controlled repository which ensures all changes must go through approval on a staging site before being deployed live. Here, we can run automated tests on the code to ensure it is of a sufficient quality, does not negatively affect our lighthouse scores, and is correctly documented. This will give us a huge level of protection, and continuously increase our standards of work. If any updates cause issues, we can roll-back changes with a single click. Updates can be automatically rolled out under feature flags to be A/B tested before full deployment, or pushed live directly if required. These standardised, self-documenting processes will enable us to scale in terms of code output and adding new team members.

What do we need from the agency before ending the contract?

The most important thing is to ensure we obtain as much documentation as possible. We want to know the how, what, where, when and why for all the work they have produced, any existing issues, how they have set up their development pipelines, which external services are being used, and hacks that are in place.

Account

ISSUE: Unknown value of custom build

Initially the website was built around the account functionality and the Aura Circle – we now need to determine the value of this service and prioritise it accordingly.

SOLUTION: Understand service to determine priority

Conduct user research into the current offering to determine where it sits in the backlog. Until then, it can remain as a separate service in its current form.

Ecommerce

ISSUE: Failing checkout flow

The current checkout flow is experiencing massive drop-off at the first stage, which is essentially a terms & conditions selector. Following this, there are numerous steps, repeated information and bloat that might all act as distractors.

T's & C's

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Contact

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Personal

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Summary

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Payment

This itself is subject to the user actually finding the checkout process, which is currently hidden behind at least 4 page loads.

1. Homepage

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2. Funeral Plans

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3. View Plans

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4. Learn More (single plan page)

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5. Buy now

SOLUTION: Streamline the checkout process as much as possible by moving all legal barriers until the final step. Bring the checkout option to the top-level and structure the website messaging around it.

The checkout flow should be as succint as possible to allow the user to go through with their decision to purchase.

Any upsells or cross-sells must be carefully considered – it may be better to position them in the account section, or implement a time-based release, rather than during checkout.

JIRA timeline

90 Day Plan

We can refine this plan together and maximise the 3-month notice period to ensure I can hit the ground running.

JIRA timeline →

Finding the fit

Initial meeting

Today we will run through the current challenges facing the business, my background and experience, my initial observations, and get a feel for the 'fit' between us.

12 week notice period

Offer accepted

Three months will pass once an offer is accepted and the role starts – is there anything I should be aware of, or begin studying during this period before starting work? How can we make the best use of this time? Let me know.

Immersion

First week at Aura

The first week is focussed around immersing myself into the company as quickly and deeply as possible, by understanding the roles of my colleagues, analysing the current situation, and completing a 360° e-commerce focussed review of the company. This will enable us all to have a clear understanding of the situation and to provide direction for the future. The development plan will then follow a themed approach, accounting for the flexibility required during the initial planning stages, and providing the structure to drill down and focus as we start to understand more about our UX situation.

To ensure this review is carried out correctly, we also need to obtain full documentation from the agency and any internal or external staff to ensure all decisions are fully informed.

Immediate improvements will be applied where possible, and this roadmap will be re-planned using my new found knowledge. The week concludes with a knowledge sharing presentation to provide clarity across the team and act as a quality check.

Internal interviews

Chatting to as many people as I can throughout the organisation is key to understanding the UX as a whole, not just for our clients, but for our staff. I will aim speak to at least 1 person from each of the following departments:

  • Internal technical team
  • External digital agency
  • Marketing
  • Legal
  • Management
  • Sales
  • Support
  • HR
  • Product owner

Situation analysis

Understanding the current situation is crucial in enabling me to make informed decisions moving forward.

  • Client experience overview
  • Reading case studies
  • Site map
  • Analytics reports
  • Work currently in progress
  • Existing research findings

Measureable outcome

Measureable

UX Strategy Document

The week will be concluded with a UX workshop / knowledge sharing presentation, during which I will present a single page UX strategy document to key stakeholders of the team. This document will provide an overview of 4 key areas to help us succeed with our UX strategy.

Firstly, it defines the vision of the company which dictates what we want to be, and not how we achieve it.

Then it defines our key customer groups or personas. But crucially, more important than "who" our customers are, is how they interact with us. The personas we create need to tell us what they are looking for, when they experience a trigger that connects them to us, where we can connect with them, and why they connect in the first place.

The third section—design criteria—specifies the main design goals interpreted from Nielsen's 10 usability heuristics.

The fourth and final section is all about measuring success—which we can do using Google's HEART framework to ensure we are focusing on user-centric metrics at all times. We will simply define the numbers we want to increase and decrease.

UX Strategy Overview

Our Vision

“Protect your family, so you can embrace what matters.”

Our Customers

Richard, the care requirer

Richard
The Funeral Requirer
Richard has himself identified that he has reached a point where he now needs to organise his funeral.

Gavin, the care giver

Gavin
The Funeral Giver
Gavin need assistance in organising a funeral for his late Father.

Claire, the care concerned

Penelope
The Funeral Prepared
Penelope wants to ensure her funeral is prepared well in advance.

Touch Points
Before During After
Social media, ratings & reviews, testimonials, word of mouth, community involvement, advertising, marketing & PR Store or office, website, catalog, promotions, staff or sales team, phone systems, point of sale Billing, transactional emails, marketing emails, service and support teams, online help centre, follow ups, thank you cards

Design Criteria

Visibility of system status
Match between system and the real world
User control and freedom
Consistency and standards
Error prevention
Recognition rather than recall
Flexibility and efficiency of use
Aesthetic and minimalist design
Help users recognize, diagnose, and recover from errors
Help and documentation
Measuring Success
Goals Signals Metrics
Happiness
Engagement
Adoption
Retention
Task Success

Research & Quick Wins

Month 1

Continuous product discovery

Delving deeper into the world of Aura, the client experience will be further analysed by conducting research into typical phone calls, scrutinising analytics reports and establishing the key goals from a UX perspective.

Blockers

The implementation of at least one of the blockers mentioned below will allow me to analyse the current process for making changes.

The customer journey map

It's important to fully understand the complete customer journey for all our personas, considering all possible interactions platforms. I will map out the customer journeys to help us understand the impact we have at each and every stage, and how these touch points affect and depend upon one another. This will enable us to make informed decisions about any changes we make.

Measureable outcomes

Measurable: qualitative

Initial Process Retrospective

Retrospective review of the first journey(s) through the process of implementing a change (blocker removal).

Measureable: qualitative

UX Strategy Review

Review and update of the UX strategy document based on deeper understanding.

Measureable: qualitative

Key Personal Objectives

  • Review role expectations with co-founders.
  • Get to know the team further.
  • Learn the product and design rituals required for the current process.
  • Implement a UX change.

Planning

Month 2

It is important to put processes in place to ensure we can work smoothly and efficiently. With this in mind, we need to plan around the various resources required to implement UX changes.

Initial tests to establish KPI's

After running a "half-test" through implementing and tracking a blocker, it is time to fully plan a batch of tests to get a good overview of the testing process and any obstacles that might be in the way.

Customer recruiting

If suitable facilities don't exist (or can't exist) to do this, it may be wise to get an external agency to organise it.

User research

What are our options when it comes to finding out more about our customers? How do we implement them? How long can we commit to each period? An example research plan might look something like the below:

Website mobile first impressions study

by Phillip Penny, Head of Design & Development, phil@aura.life
Stakeholders: Rob Evans, Head of Marketing, rob@aura.life

Friday 16th February 2023

Background

Our analytics show that mobile is the dominant initial touchpoint for all our personas, particularly in the case of Gavin and Penelope. My experience and testing has identified a number of issues with our homepage mobile view that are likely to be the cause of the majority of the bounce rate data.

Goals

Identify both the strengths and weaknesses of the mobile home page—particularly on first visit—and provide opportunities for improvement.

Research Questions

What do people do when they load the mobile home page for the first time? What is their scroll behaviour like? Where do they click? How long do they stay on the page?

Methodology

Hotjar will be installed and tracked on the homepage to provide heatmaps and scrollmaps of user behaviour. 100 sessions will also be recorded. Polls will be created and delivered to users on navigation away from the homepage.

Participants

First time visitor to the site (in technology terms, this is only visitors with no previous cache).

Schedule

Implementation begins on March 1st 2023 and runs for 4 weeks. Results delivery: March 31st 2023.

Script Placeholder

Not required.

Meetings

It is important that as many people are involved in UX as is reasonable—this creates a communication requirement and a time requirement.

Measureable outcomes

Measurable: qualitative

Key Personal Objectives

  • Continue building relationships with my immediate team.
  • Learn how my part of the system interacts with the larger whole.
  • Wrap up and retrospective the first UX theme.
  • “Theme” template creation for all future testing.
  • Document the 360° review process.

Theme Implementation

Month 3

The final 30 days of the “introductory” period are all about putting everything into practice, running with selected themes and conducting a full review at the end to further iron out any issues. The strategy roadmap will once again be analysed and updated, then scheduled in for a tri-monthly review to ensure we are always looking at the most accurate, up-to-date strategy possible.

Measureable outcomes

Measurable: qualitative

Key Personal Objectives

  • Become efficient.
  • Amplify impact.
  • Reflect on Aura's onboarding.

Measurable: quantitative

Theme test outcomes

Phillip Penny

188 Bromsgrove Road, B97 4SL
phillippenny@gmail.com
07961 732 861
naturalmohican.com

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