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SituationArchetypeLogged In?GoalsKey Content RequiredUser Flow and Interaction PointsSearch?Call to Action?Interaction SolutionsEditorial Needs
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What kind of site user is this?Is the user logged in?What does the user hope to achieve?What content will solve their goal?How might this user find/interact with this content?Is there a potential the user tries site search in this situation?Is there a call to action for this specific situation?What objects and connections can the content platform provide?What additional non-modeled content needs are present?
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Non-client user discovers ClientAnyoneNoDetermine who Client is.About and vision contentBrowsing through site at high levelNoGeneric discovery (Learn more about Client)Home page content templateFocus on high-level identification
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Determine what Client provides.General marketing contentNavigating to About or Services pages or landing pagesGeneral use page content templateFocus on alignment with brand
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Landing page content templateFocus on explaining product offerings in human terms
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Unique design components tied to easy identification (graphics, diagrams, fast-fact columns)
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Non-client user has heard of Client, is determining viabilityPhysicianNo, but may create account as they look for more informationDetermine the scope of Client's services.Description and benefits of Client servicesBrowsing through site at high levelNot to start; but will begin searching if interest grows.Reach out to inquire about partnershipHome page content templateFocus on alignment with brand
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Operations ManagerDetermine the potential success of a relationship.Description and benefits of Client thought leadershipNavigating to Services pages or landing pagesLog in to view deeper contentGeneral use page content templateFocus on explaining product offerings in human terms
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Laboratory ManagerConfirm assumptions about Client.Benefits of Client servicesViewing Client content to better understand text mixLanding page content templateFocus on explaining what makes Client different from other similar organizations
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Decision MakerBenefits of Client partnershipViewing support content to better understand policiesUnique design components tied to easy identification (graphics, diagrams, fast-fact columns)
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Decision InfluencerLab test contentLab test category (landing page) template
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Directed marketing content (based on Lead Rating)Lab test template
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Support question / FAQ template
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Marketing item template - potentially presented as a result of lead rating
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Personalization based on Lead Rating if user has visited enough pages
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Non-client user is thinking of choosing or short-listing Client / due dilligencePhysicianPotentially. Chance of creating account raises as their interest in deeper information grows.Confirm the scope of Client's services matches client needs.Benefits of Client servicesViewing Client content to better understand text mixYesReach out to inquire about partnershipLab test category templateFocus on explaining what makes Client different from other similar organizations
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Operations ManagerDetermine the potential success of a relationship.Benefits of Client partnershipViewing support content to better understand policies, potentially sent directly by salesLog in to view deeper contentLab test templateCase studies can be tied to an individual test, or to a category, allowing them to be re-used in areas across the site as relevant.
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Laboratory ManagerConfirm assumptions about Client.Lab test contentViewing case studies sent by salesSupport question templateThe value of case studies will be tied to well-known names and fast results
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Decision MakerConfirm quality about Client.Detailed support content to help match requirementsCase study template
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Decision InfluencerLearn about industry differentiation.Case studies and testimonialsMarketing item template - potentially presented as a result of lead rating
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Directed marketing content (based on Lead Rating)Personalization based on Lead Rating if user has visited enough pages
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Non-client user encounters Client through a specific testPhysicianProbably notFind details of the testLab test contentArrives via search or as a regular visitorYesLog in to view deeper contentLab test templateTest categories are tied to the larger lab test catalog needs.
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Specimen Processor / Lab StaffFind more information about the testConnections to related contentSite searchOrder the testLab tests are assigned a category for various areas within taxonomyLab tests may include references to specific content chunks, such as "specimen required" content, to lead more heavily on re-use.
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Purchase the testConnections to order a testSearches or browses lab test catalogRead more about the test categoryArticles are assigned to a lab test, allowing them to show on the test page itself
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Read more about thougth leadership in a categoryEducation opportunities are assigned to a lab test, allowing them to show on the test page itself
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View education opportunities related to this testLab tests include an alias field. This alias field should be public and user-facing to allow terms to be searchable.
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Other individual lab tests are assigned as "related."
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Support questions are assigned to a test, allowing them to show on the test page itself
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Non-client user encounters Client through an Client-only testPhysicianProbably notFind details of the testLab test contentArrives via search or as a regular visitorYesView additional list of Client-only testsLab test template
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Specimen Processor / Lab StaffFind more information about the testConnections to related contentSite searchLog in to view deeper contentSame as above, but with addition of "Client-only" designation
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Purchase the testConnections to order a testSearches or browses lab test catalogOrder the testClient-only designation allows for unique marketing item to show promoting the benefit and reach of Client as a premier test provider.
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Read more about the test category
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Read more about thougth leadership in a category
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View education opportunities related to this test
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Non-client user encounters Client through a specific articlePhysicianProbably notRead the articleArticleArrives via search or as a regular visitorYesRead more within this article categoryArticle templateArticle category could be related to specialty, disease state, unique test, article type
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Specimen Processor / Lab StaffFind related content to this articleArticle / Insights SearchSite searchView education opportunities related to this articleArticle feed and article search templates
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Find proper content (if this one is not the right target)Connections to related contentSearches or browses InsigtsView tests related to this articleArticles are assigned a category, which allows for unique content lists based on those categories
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Articles are assigned tests, which allows the tests to show as related content
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Education opportunities within the same categories are assigned to the article
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Non-client user encounters Client through a specific education opportunityPhysicianProbably notView or interact with the education opportunityEducation opportunityArrives via search or as a regular visitorYesLog in to interact with the education opportunityEducation templateEducation category could be related to specialty, disease state, unique test, education type
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Specimen Processor / Lab StaffInteract with the educaiton opportunityEducation SearchView education opportunities related to this pageEducation feed and education search templates
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Connections to related contentSign-up for education opportunity (conference, webinar)Education items are assigned a category, which allows for unique content lists based on those categories
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Log-in, certification, or registration contentView tests related to this education opportunityEducation items are assigned tests, which allows the tests to show as related content
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View articles related to this education opportunity
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Non-client user encounters / needs an algorithmPhysicianProbably notView or download an algorithm to help make a test decisionLab test contentArrives via search or as a regular visitorYesLog in to interact with the algorithm (if decision is made to place behind paywall)Lab test templateEditorial issue: how often does an algorithm get downloaded and never updated?
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Specimen Processor / Lab StaffAlgorithm (.pdf)Finds algorithm while reviewing/researching a testLinks as a part of the PDF content object to join Client to see content (if decision is made to place behind login)Algorithm object, tied to an individual or multiple lab test templates
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Has algorithm savedLinks to view full suite of algorithmsAlgorithm object can include need for login or not, depending on business rules.
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New client is learning the ordering processPhysicianYesGet an overview of how to walk through the ordering and account processAnswers to common and uncommon support questionsSite searchPotentially, if answer is not easily foundLog in to find client-specific support questionsSupport question templateAllow for some editorial control over timing of a support question.
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Physician AssistantFind answers to questions about process, including shipping, billing, and resultsGuides to helping potential secondary users sign up for accountsBrowses to supportLog in to find client-specific onboarding videosFAQ section template (to include a set of support questions based either on category or curated)
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NursePass along answers to questions about processGuides to understanding the ordering interfaceUnique new client FAQ sectionView answer to questionLog in to access a customized new user account section
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Specimen Processor / Lab StaffGuides for undersatnding packing, shipping, etc.Contact representative with further questionsIndividual pages can be assigned support questions for at-the-point-of-need answers based on step in workflow
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Quick access to account representativesIndividual pages can be assigned support questions based on age of account to provide additional information for new clients or logins
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Education template and education feed template for onboarding content
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Client is logging in to access portal for daily workAnyone logged inYesNavigate to common tasksUser authentication for roleLogging in directly from login formNot likely, as they're looking for common tasks, not discovering new ones.Individual custom links are the call to actionCustom "fast links" based on roleMay need to allow for the opportunity to edit - to balance curated links with automated links.
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Get information on individual accountInformation from past Logging in via a bookmarked page, triggering authenticationUpdate your linksCustom "fast links" based on traffic history
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Custom categories based on user preferences, such as specialty.
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Client is orderingPhysicianYesFind a testLab test informationSite searchYesOrder this testLab test template
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Specimen Processor / Lab StaffOrder a testStandard packing and shipping informationIndividual lab test itemAdd these items to the testTest handling as unique template (potential)
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Understand the products and supplies related to a testLab test related objectsLab test catalogTest questions as unqiue template (potential)
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Understand use and process around the testStorefrontPrior Authorization Requirements (PAR) as unqiue template (potential)
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Understand specimen needs for a testLab test connect via ID all test handling, test questions, and PAR as connected objects
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User can order directly from Lab Test Catalog (requires tying into larger portal, potentailly phase 2)
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Order requires users to answer test questions tied to items within order
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Order requires users to confirm all PAR tied to items within order
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Order pulls all test handling pages and combines for a shipping/handling manifest
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Related items are presented within the order and tied to either categories or test IDs
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Client is engaging with a specific testPhysicianYesFind details of the test, including shipping and managementLab test contentSite searchYesOrder the testLab test template
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Specimen Processor / Lab StaffOrder the testConnections to related contentSearches or browses lab test catalogRead more about the test categoryLab tests are assigned a category for various areas within taxonomy (specialty, disease state, usage)
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Understand the additional needs of an individual testConnections to order a testSelects details from storefrontRead more about thougth leadership in a categoryArticles are assigned to a lab test, allowing them to show on the test page itself
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Connections to related productsView education opportunities related to this testEducation opportunities are assigned to a lab test, allowing them to show on the test page itself
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Information on larger test profilesView items commonly related to this testOther individual lab tests are assigned as "related."
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View items within a test profileSupport questions are assigned to a test, allowing them to show on the test page itself
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Product template for add-ons and non-test order items.