A | B | C | D | E | F | G | H | I | J | K | L | ||
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1 | Situation | Archetype | Logged In? | Goals | Key Content Required | User Flow and Interaction Points | Search? | Call to Action? | Interaction Solutions | Editorial Needs | |||
2 | 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? | ||||
3 | Non-client user discovers Client | Anyone | No | Determine who Client is. | About and vision content | Browsing through site at high level | No | Generic discovery (Learn more about Client) | Home page content template | Focus on high-level identification | |||
4 | Determine what Client provides. | General marketing content | Navigating to About or Services pages or landing pages | General use page content template | Focus on alignment with brand | ||||||||
5 | Landing page content template | Focus on explaining product offerings in human terms | |||||||||||
6 | Unique design components tied to easy identification (graphics, diagrams, fast-fact columns) | ||||||||||||
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9 | Non-client user has heard of Client, is determining viability | Physician | No, but may create account as they look for more information | Determine the scope of Client's services. | Description and benefits of Client services | Browsing through site at high level | Not to start; but will begin searching if interest grows. | Reach out to inquire about partnership | Home page content template | Focus on alignment with brand | |||
10 | Operations Manager | Determine the potential success of a relationship. | Description and benefits of Client thought leadership | Navigating to Services pages or landing pages | Log in to view deeper content | General use page content template | Focus on explaining product offerings in human terms | ||||||
11 | Laboratory Manager | Confirm assumptions about Client. | Benefits of Client services | Viewing Client content to better understand text mix | Landing page content template | Focus on explaining what makes Client different from other similar organizations | |||||||
12 | Decision Maker | Benefits of Client partnership | Viewing support content to better understand policies | Unique design components tied to easy identification (graphics, diagrams, fast-fact columns) | |||||||||
13 | Decision Influencer | Lab test content | Lab test category (landing page) template | ||||||||||
14 | Directed marketing content (based on Lead Rating) | Lab test template | |||||||||||
15 | Support question / FAQ template | ||||||||||||
16 | Marketing item template - potentially presented as a result of lead rating | ||||||||||||
17 | Personalization based on Lead Rating if user has visited enough pages | ||||||||||||
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20 | Non-client user is thinking of choosing or short-listing Client / due dilligence | Physician | Potentially. 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 services | Viewing Client content to better understand text mix | Yes | Reach out to inquire about partnership | Lab test category template | Focus on explaining what makes Client different from other similar organizations | |||
21 | Operations Manager | Determine the potential success of a relationship. | Benefits of Client partnership | Viewing support content to better understand policies, potentially sent directly by sales | Log in to view deeper content | Lab test template | Case 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. | ||||||
22 | Laboratory Manager | Confirm assumptions about Client. | Lab test content | Viewing case studies sent by sales | Support question template | The value of case studies will be tied to well-known names and fast results | |||||||
23 | Decision Maker | Confirm quality about Client. | Detailed support content to help match requirements | Case study template | |||||||||
24 | Decision Influencer | Learn about industry differentiation. | Case studies and testimonials | Marketing item template - potentially presented as a result of lead rating | |||||||||
25 | Directed marketing content (based on Lead Rating) | Personalization based on Lead Rating if user has visited enough pages | |||||||||||
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28 | Non-client user encounters Client through a specific test | Physician | Probably not | Find details of the test | Lab test content | Arrives via search or as a regular visitor | Yes | Log in to view deeper content | Lab test template | Test categories are tied to the larger lab test catalog needs. | |||
29 | Specimen Processor / Lab Staff | Find more information about the test | Connections to related content | Site search | Order the test | Lab tests are assigned a category for various areas within taxonomy | Lab tests may include references to specific content chunks, such as "specimen required" content, to lead more heavily on re-use. | ||||||
30 | Purchase the test | Connections to order a test | Searches or browses lab test catalog | Read more about the test category | Articles are assigned to a lab test, allowing them to show on the test page itself | ||||||||
31 | Read more about thougth leadership in a category | Education opportunities are assigned to a lab test, allowing them to show on the test page itself | |||||||||||
32 | View education opportunities related to this test | Lab tests include an alias field. This alias field should be public and user-facing to allow terms to be searchable. | |||||||||||
33 | Other individual lab tests are assigned as "related." | ||||||||||||
34 | Support questions are assigned to a test, allowing them to show on the test page itself | ||||||||||||
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37 | Non-client user encounters Client through an Client-only test | Physician | Probably not | Find details of the test | Lab test content | Arrives via search or as a regular visitor | Yes | View additional list of Client-only tests | Lab test template | ||||
38 | Specimen Processor / Lab Staff | Find more information about the test | Connections to related content | Site search | Log in to view deeper content | Same as above, but with addition of "Client-only" designation | |||||||
39 | Purchase the test | Connections to order a test | Searches or browses lab test catalog | Order the test | Client-only designation allows for unique marketing item to show promoting the benefit and reach of Client as a premier test provider. | ||||||||
40 | Read more about the test category | ||||||||||||
41 | Read more about thougth leadership in a category | ||||||||||||
42 | View education opportunities related to this test | ||||||||||||
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45 | Non-client user encounters Client through a specific article | Physician | Probably not | Read the article | Article | Arrives via search or as a regular visitor | Yes | Read more within this article category | Article template | Article category could be related to specialty, disease state, unique test, article type | |||
46 | Specimen Processor / Lab Staff | Find related content to this article | Article / Insights Search | Site search | View education opportunities related to this article | Article feed and article search templates | |||||||
47 | Find proper content (if this one is not the right target) | Connections to related content | Searches or browses Insigts | View tests related to this article | Articles are assigned a category, which allows for unique content lists based on those categories | ||||||||
48 | Articles are assigned tests, which allows the tests to show as related content | ||||||||||||
49 | Education opportunities within the same categories are assigned to the article | ||||||||||||
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52 | Non-client user encounters Client through a specific education opportunity | Physician | Probably not | View or interact with the education opportunity | Education opportunity | Arrives via search or as a regular visitor | Yes | Log in to interact with the education opportunity | Education template | Education category could be related to specialty, disease state, unique test, education type | |||
53 | Specimen Processor / Lab Staff | Interact with the educaiton opportunity | Education Search | View education opportunities related to this page | Education feed and education search templates | ||||||||
54 | Connections to related content | Sign-up for education opportunity (conference, webinar) | Education items are assigned a category, which allows for unique content lists based on those categories | ||||||||||
55 | Log-in, certification, or registration content | View tests related to this education opportunity | Education items are assigned tests, which allows the tests to show as related content | ||||||||||
56 | View articles related to this education opportunity | ||||||||||||
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59 | Non-client user encounters / needs an algorithm | Physician | Probably not | View or download an algorithm to help make a test decision | Lab test content | Arrives via search or as a regular visitor | Yes | Log in to interact with the algorithm (if decision is made to place behind paywall) | Lab test template | Editorial issue: how often does an algorithm get downloaded and never updated? | |||
60 | Specimen Processor / Lab Staff | Algorithm (.pdf) | Finds algorithm while reviewing/researching a test | Links 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 | ||||||||
61 | Has algorithm saved | Links to view full suite of algorithms | Algorithm object can include need for login or not, depending on business rules. | ||||||||||
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65 | New client is learning the ordering process | Physician | Yes | Get an overview of how to walk through the ordering and account process | Answers to common and uncommon support questions | Site search | Potentially, if answer is not easily found | Log in to find client-specific support questions | Support question template | Allow for some editorial control over timing of a support question. | |||
66 | Physician Assistant | Find answers to questions about process, including shipping, billing, and results | Guides to helping potential secondary users sign up for accounts | Browses to support | Log in to find client-specific onboarding videos | FAQ section template (to include a set of support questions based either on category or curated) | |||||||
67 | Nurse | Pass along answers to questions about process | Guides to understanding the ordering interface | Unique new client FAQ section | View answer to question | Log in to access a customized new user account section | |||||||
68 | Specimen Processor / Lab Staff | Guides for undersatnding packing, shipping, etc. | Contact representative with further questions | Individual pages can be assigned support questions for at-the-point-of-need answers based on step in workflow | |||||||||
69 | Quick access to account representatives | Individual pages can be assigned support questions based on age of account to provide additional information for new clients or logins | |||||||||||
70 | Education template and education feed template for onboarding content | ||||||||||||
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72 | |||||||||||||
73 | Client is logging in to access portal for daily work | Anyone logged in | Yes | Navigate to common tasks | User authentication for role | Logging in directly from login form | Not likely, as they're looking for common tasks, not discovering new ones. | Individual custom links are the call to action | Custom "fast links" based on role | May need to allow for the opportunity to edit - to balance curated links with automated links. | |||
74 | Get information on individual account | Information from past | Logging in via a bookmarked page, triggering authentication | Update your links | Custom "fast links" based on traffic history | ||||||||
75 | Custom categories based on user preferences, such as specialty. | ||||||||||||
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82 | Client is ordering | Physician | Yes | Find a test | Lab test information | Site search | Yes | Order this test | Lab test template | ||||
83 | Specimen Processor / Lab Staff | Order a test | Standard packing and shipping information | Individual lab test item | Add these items to the test | Test handling as unique template (potential) | |||||||
84 | Understand the products and supplies related to a test | Lab test related objects | Lab test catalog | Test questions as unqiue template (potential) | |||||||||
85 | Understand use and process around the test | Storefront | Prior Authorization Requirements (PAR) as unqiue template (potential) | ||||||||||
86 | Understand specimen needs for a test | Lab test connect via ID all test handling, test questions, and PAR as connected objects | |||||||||||
87 | User can order directly from Lab Test Catalog (requires tying into larger portal, potentailly phase 2) | ||||||||||||
88 | Order requires users to answer test questions tied to items within order | ||||||||||||
89 | Order requires users to confirm all PAR tied to items within order | ||||||||||||
90 | Order pulls all test handling pages and combines for a shipping/handling manifest | ||||||||||||
91 | Related items are presented within the order and tied to either categories or test IDs | ||||||||||||
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93 | |||||||||||||
94 | Client is engaging with a specific test | Physician | Yes | Find details of the test, including shipping and management | Lab test content | Site search | Yes | Order the test | Lab test template | ||||
95 | Specimen Processor / Lab Staff | Order the test | Connections to related content | Searches or browses lab test catalog | Read more about the test category | Lab tests are assigned a category for various areas within taxonomy (specialty, disease state, usage) | |||||||
96 | Understand the additional needs of an individual test | Connections to order a test | Selects details from storefront | Read more about thougth leadership in a category | Articles are assigned to a lab test, allowing them to show on the test page itself | ||||||||
97 | Connections to related products | View education opportunities related to this test | Education opportunities are assigned to a lab test, allowing them to show on the test page itself | ||||||||||
98 | Information on larger test profiles | View items commonly related to this test | Other individual lab tests are assigned as "related." | ||||||||||
99 | View items within a test profile | Support questions are assigned to a test, allowing them to show on the test page itself | |||||||||||
100 | Product template for add-ons and non-test order items. |