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Introduc)on	
  to	
  User	
  Experience	
  for	
  
Engineering-­‐Driven	
  Organiza)ons	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
23	
  January	
  2015	
  
Jim	
  Jarre0	
  
443-­‐844-­‐9690	
  cell	
  
jim@jarre:nterac<ondesign.com	
  
www.linkedin.com/in/jarre:nterac<ondesign/	
  
	
  
Pleasure	
  and	
  immersion	
  in	
  use.	
  
Meet	
  expecta)ons	
  of	
  web	
  and	
  consumer	
  products.	
  
Measurably	
  effects	
  usability.	
  	
  
	
  
Components	
  of	
  Usable	
  Systems	
  
Good	
  requirements:	
  a	
  strong	
  understanding	
  of	
  users,	
  
the	
  work	
  they	
  do,	
  the	
  context	
  within	
  which	
  they	
  do	
  
their	
  work,	
  and	
  their	
  mo)va)ons.	
  
	
  
	
  
Fitness	
  to	
  Use	
  
Good	
  Design	
  
Consistency	
  
Aesthe)cs	
  
More	
  ideas	
  =	
  beJer	
  design.	
  
Skilled	
  design	
  prac<<oners.	
  
Mul)-­‐disciplinary	
  design	
  teams.	
  
	
  
	
  Transfer	
  skills	
  to	
  other	
  areas	
  of	
  product.	
  
Establish	
  trust	
  and	
  meet	
  expecta)ons.	
  
Corporate	
  recogni)on.	
  
	
  
Test	
  and	
  solicit	
  feedback	
  on	
  the	
  designs	
  using	
  
expert	
  reviews,	
  cogni)ve	
  walkthroughs,	
  and	
  
usability	
  evalua)ons.	
  
	
  
	
  
User-­‐Centered	
  Design	
  Overview	
  *	
  
Study	
  users	
  and	
  their	
  work	
  using	
  Contextual	
  
Inquiry,	
  interviews,	
  and	
  surveys.	
  
	
  
	
  
Inves)gate	
  
Innovate	
  
Ar)culate	
  
Evaluate	
  
Iterate	
  
*	
  apologies	
  to	
  Bob	
  Dylan	
  and	
  INXS	
  
Invent	
  new	
  ways	
  to	
  accomplish	
  the	
  work	
  using	
  
par)cipatory	
  and	
  collabora)ve	
  design,	
  paJerns,	
  
frameworks,	
  and	
  concept	
  selec)on.	
  
	
  
	
  Create	
  mockups,	
  prototypes,	
  or	
  specifica<ons	
  to	
  
share,	
  test,	
  and	
  review.	
  
	
  
	
  
Goal	
  of	
  User-­‐Centered	
  Design	
  
Logical, Digital Work of Software
Messy, Analog Work of People
User Interface
Push	
  the	
  user	
  interface	
  to	
  be0er	
  support	
  the	
  way	
  users	
  work	
  
rather	
  than	
  expressing	
  the	
  way	
  the	
  soSware	
  works.	
  
	
  
	
  
Customer & User Engagement
Market & User Research
Design Evaluation
Market
Research
Concept
Feedback
Contextual
Inquiry
Product Development Lifecycle
Requirements
Validation
Cognitive
Walkthroughs
Usability
Tests
Beta
Releases
Demos &
Presentations
User	
  Engagement	
  Touch	
  Points	
  
User
Research
UX
Architecture
and Concepts
UI Mockups
Detailed UI
Design
UI
Development
Product	
  Owner	
  Team	
  
Product
Manager	
  
Business	
  
Analyst	
  
Architect	
  
UX	
  
Designer	
  
UX
Evaluation
Scrum	
  and	
  UI	
  Design	
  
UX	
  in	
  the	
  Agile	
  Process	
  
Strategic	
  and	
  Sustainable	
  UX	
  Investment	
  
Concept	
  
Realiza)on	
  
New	
  Product	
  
Design	
  
Product	
  
Improvement	
  
Team	
  Educa)on	
  
+	
  Process	
  
Improvement	
  
PaJerns	
  +	
  
Standards	
  
Compe))ve	
  
Analysis	
   Other	
  
Focused	
  on	
  
poten<al	
  future	
  
business	
  and	
  
product	
  direc<ons.	
  
	
  	
  
Take	
  ideas	
  from	
  
anywhere	
  -­‐	
  
including	
  our	
  own	
  -­‐	
  
and	
  create	
  
concrete	
  
representa<ons	
  
that	
  can	
  be	
  shared,	
  
cri<qued,	
  and	
  
evaluated.	
  
Focused	
  on	
  near-­‐
term	
  product	
  goals.	
  
	
  	
  
Itera<vely	
  invent,	
  
define,	
  and	
  refine	
  
solu<ons	
  for	
  
current	
  and	
  next	
  
releases.	
  
Focused	
  on	
  
improving	
  shipping	
  
product	
  in	
  near-­‐
term	
  releases.	
  
	
  	
  
Collabora<vely	
  test,	
  
review,	
  evaluate,	
  
analyze	
  feedback	
  
and	
  apply	
  to	
  
exis<ng	
  product	
  
func<onality.	
  
Focused	
  on	
  
building	
  the	
  
capacity	
  of	
  our	
  
teams	
  to	
  build	
  
great	
  things	
  
without	
  our	
  
constant	
  direc<on	
  
or	
  interven<on.	
  
	
  	
  
Bring	
  new	
  ideas	
  
into	
  the	
  methods	
  
we	
  use	
  for	
  product	
  
development.	
  
Teach	
  the	
  teams	
  to	
  
fish.	
  
Focused	
  on	
  
capturing	
  and	
  
replica<ng	
  the	
  
good	
  stuff	
  and	
  
removing	
  
inconsistencies.	
  
	
  	
  
Define	
  pa0ern-­‐
based	
  approaches	
  
to	
  common	
  
visualiza<on	
  and	
  
interac<on	
  cases	
  in	
  
our	
  system.	
  	
  
Focused	
  on	
  
understanding	
  our	
  
compe<tors'	
  
approaches	
  to	
  
similar	
  problems	
  to	
  
both	
  iden<fy	
  
weaknesses	
  and	
  
steal	
  good	
  ideas.	
  
	
  	
  
Review	
  marke<ng,	
  
documenta<on,	
  
and	
  use	
  of	
  our	
  
compe<tors'	
  
products.	
  
Focused	
  on	
  keeping	
  
UX	
  engaged,	
  
visible,	
  and	
  
relevant	
  across	
  the	
  
en<re	
  organiza<on	
  
and	
  product	
  
lifecycle.	
  
	
  	
  
	
  	
  
	
  	
  
	
  	
  
	
  	
  
	
  	
  
User	
  research,	
  
collabora<ve	
  idea	
  
genera<on,	
  
storyboards,	
  
sketches,	
  
wireframes,	
  comps,	
  
personas,	
  
scenarios,	
  
narra<ves.	
  
	
  
Detailed	
  
wireframes,	
  lo-­‐fi	
  
prototypes,	
  
naviga<on	
  
diagrams,	
  
behavioral	
  specs,	
  
example	
  content,	
  
style	
  guides	
  
Bugs,	
  change	
  
requests,	
  
sugges<ons	
  and	
  
influence.	
  Based	
  on	
  
usability	
  tests,	
  
expert	
  reviews,	
  
customer	
  and	
  
partner	
  feedback,	
  
other	
  research.	
  
	
  
Brown	
  bags,	
  
mentoring,	
  reading	
  
groups,	
  facilita<on	
  
and	
  collabora<on	
  
methods,	
  dev	
  
par<cipa<on	
  in	
  
user	
  research,	
  
usability	
  tes<ng,	
  
and	
  reviews.	
  
	
  
Evolving	
  system	
  
style	
  guide	
  and	
  
pa0ern	
  library.	
  
Promo<on	
  of	
  
common	
  
components	
  
suppor<ng	
  those	
  
standards	
  in	
  the	
  
system.	
  	
  
	
  
Screenshots,	
  flows,	
  
terminology,	
  
concepts,	
  and	
  
sample	
  data.	
  "Sell	
  
against"	
  points.	
  
	
  
Visibility	
  and	
  
impact	
  at	
  the	
  
leadership	
  level.	
  
Presence	
  and	
  value	
  
in	
  the	
  work.	
  
	
  
40%	
  Strategic	
   40%	
  Tac<cal	
   20%	
  Ad	
  Hoc	
  
Sustainable:	
  5-­‐10%	
  of	
  overall	
  R&D/engineering	
  budget*	
   Best	
  in	
  Class:	
  25-­‐40%	
  of	
  overall	
  R&D/engineering	
  budget*	
  
*	
  includes	
  front-­‐end	
  development	
  resources	
  

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UX Overview for Agile Engineering-Driven Organizations

  • 1. Introduc)on  to  User  Experience  for   Engineering-­‐Driven  Organiza)ons                           23  January  2015   Jim  Jarre0   443-­‐844-­‐9690  cell   jim@jarre:nterac<ondesign.com   www.linkedin.com/in/jarre:nterac<ondesign/    
  • 2. Pleasure  and  immersion  in  use.   Meet  expecta)ons  of  web  and  consumer  products.   Measurably  effects  usability.       Components  of  Usable  Systems   Good  requirements:  a  strong  understanding  of  users,   the  work  they  do,  the  context  within  which  they  do   their  work,  and  their  mo)va)ons.       Fitness  to  Use   Good  Design   Consistency   Aesthe)cs   More  ideas  =  beJer  design.   Skilled  design  prac<<oners.   Mul)-­‐disciplinary  design  teams.      Transfer  skills  to  other  areas  of  product.   Establish  trust  and  meet  expecta)ons.   Corporate  recogni)on.    
  • 3. Test  and  solicit  feedback  on  the  designs  using   expert  reviews,  cogni)ve  walkthroughs,  and   usability  evalua)ons.       User-­‐Centered  Design  Overview  *   Study  users  and  their  work  using  Contextual   Inquiry,  interviews,  and  surveys.       Inves)gate   Innovate   Ar)culate   Evaluate   Iterate   *  apologies  to  Bob  Dylan  and  INXS   Invent  new  ways  to  accomplish  the  work  using   par)cipatory  and  collabora)ve  design,  paJerns,   frameworks,  and  concept  selec)on.      Create  mockups,  prototypes,  or  specifica<ons  to   share,  test,  and  review.      
  • 4. Goal  of  User-­‐Centered  Design   Logical, Digital Work of Software Messy, Analog Work of People User Interface Push  the  user  interface  to  be0er  support  the  way  users  work   rather  than  expressing  the  way  the  soSware  works.      
  • 5. Customer & User Engagement Market & User Research Design Evaluation Market Research Concept Feedback Contextual Inquiry Product Development Lifecycle Requirements Validation Cognitive Walkthroughs Usability Tests Beta Releases Demos & Presentations User  Engagement  Touch  Points  
  • 6. User Research UX Architecture and Concepts UI Mockups Detailed UI Design UI Development Product  Owner  Team   Product Manager   Business   Analyst   Architect   UX   Designer   UX Evaluation Scrum  and  UI  Design  
  • 7. UX  in  the  Agile  Process  
  • 8. Strategic  and  Sustainable  UX  Investment   Concept   Realiza)on   New  Product   Design   Product   Improvement   Team  Educa)on   +  Process   Improvement   PaJerns  +   Standards   Compe))ve   Analysis   Other   Focused  on   poten<al  future   business  and   product  direc<ons.       Take  ideas  from   anywhere  -­‐   including  our  own  -­‐   and  create   concrete   representa<ons   that  can  be  shared,   cri<qued,  and   evaluated.   Focused  on  near-­‐ term  product  goals.       Itera<vely  invent,   define,  and  refine   solu<ons  for   current  and  next   releases.   Focused  on   improving  shipping   product  in  near-­‐ term  releases.       Collabora<vely  test,   review,  evaluate,   analyze  feedback   and  apply  to   exis<ng  product   func<onality.   Focused  on   building  the   capacity  of  our   teams  to  build   great  things   without  our   constant  direc<on   or  interven<on.       Bring  new  ideas   into  the  methods   we  use  for  product   development.   Teach  the  teams  to   fish.   Focused  on   capturing  and   replica<ng  the   good  stuff  and   removing   inconsistencies.       Define  pa0ern-­‐ based  approaches   to  common   visualiza<on  and   interac<on  cases  in   our  system.     Focused  on   understanding  our   compe<tors'   approaches  to   similar  problems  to   both  iden<fy   weaknesses  and   steal  good  ideas.       Review  marke<ng,   documenta<on,   and  use  of  our   compe<tors'   products.   Focused  on  keeping   UX  engaged,   visible,  and   relevant  across  the   en<re  organiza<on   and  product   lifecycle.                           User  research,   collabora<ve  idea   genera<on,   storyboards,   sketches,   wireframes,  comps,   personas,   scenarios,   narra<ves.     Detailed   wireframes,  lo-­‐fi   prototypes,   naviga<on   diagrams,   behavioral  specs,   example  content,   style  guides   Bugs,  change   requests,   sugges<ons  and   influence.  Based  on   usability  tests,   expert  reviews,   customer  and   partner  feedback,   other  research.     Brown  bags,   mentoring,  reading   groups,  facilita<on   and  collabora<on   methods,  dev   par<cipa<on  in   user  research,   usability  tes<ng,   and  reviews.     Evolving  system   style  guide  and   pa0ern  library.   Promo<on  of   common   components   suppor<ng  those   standards  in  the   system.       Screenshots,  flows,   terminology,   concepts,  and   sample  data.  "Sell   against"  points.     Visibility  and   impact  at  the   leadership  level.   Presence  and  value   in  the  work.     40%  Strategic   40%  Tac<cal   20%  Ad  Hoc   Sustainable:  5-­‐10%  of  overall  R&D/engineering  budget*   Best  in  Class:  25-­‐40%  of  overall  R&D/engineering  budget*   *  includes  front-­‐end  development  resources