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@turner_twit Scott Turner
Megan Dell@megandell
Topics we’ll cover:
• The rise of the UX team at
MYOB, resulting in their
addiction
• How we have managed to
integrate Lean UX process
into Agile Projects
• Three major challenges
we’ve faced
• Tactics to overcome some
of these challenges
Who is MYOB?
• Large company focussed
on Accounting software
• Established ~20 years ago
• Located in Australia, New
Zealand, Malaysia
• Large customer base
• 300+ staff in agile
development teams across
three continents
• UX team of 5
MYOB’s reputation:
• Safe, reliable, comfortable,
compliant and meets
customer needs
• Customers don’t expect a
sports car for their
accounting software
• Accounting is often seen as
a chore by small to medium
sized businesses
Changing perceptions:
• Make software intuitive and
intelligent
• Minimise the amount of
time and effort needed
• Value attention to detail,
ensure UX is involved with
development
The rise of UX @ MYOB:
• New feature being
introduced to software that
was predicted to
dramatically reduce amount
of data entry required
• Project team was formed,
all the usual suspects but
no UX!
• Product owner thought he
could design the interface...
• Interface (wireframe)
designed by the product
owner
• Gathered customer
feedback
• Customers didn’t
understand how to interact
with this screen
• Interface (wireframe)
designed by the iteration
manager
• Gathered more customer
feedback, discovered it still
wasn’t very intuitive
• After many iterations and
failed attempts at this
design, a UX designer was
hired..
• Interface (wireframe)
designed by the UX
designer
• UX designer gained a
better understanding of
customer needs
• Design went through
countless iterations
• Layout is based on real-
world behaviours to
promote familiarity with
this screen
UX Designer’s approach:
• Communicate, design
processes and work
transparently
• Create clickable prototype
and test interactions not
just screen layouts
• Bring team members along
to weekly usability testing
• Record sessions with
customers to replay to
team
What was tested?
• Mixture of stories coming
up in the backlog, things in
analysis that still had
unanswered questions
• Complicated areas which
need more design
exploration and discovery
Footage of a customer testing an interactive prototype
Benefits from this
approach:
• Lift in morale amongst
team, seeing results of their
dev work first-hand
• Footage of customer
struggling with legacy
interactions was powerful
to change developers
habits
• Created a hunger for
customer feedback
Making UX and Agile best
friends @ MYOB:
• Lean UX preferred over
traditional approach for
Agile environment
• Both Lean UX and Agile
encourage little to no
documentation
• Both are based on iterative
circles
• Focus on collaboration and
cross functional teams
Challenges in managing the
growing addiction to UX:
Three key areas:
1. Expectations as to when
and how design should
happen
Design, then agile
development?
• Traditional design before
development doesn’t work
• Tendency for roles to
become siloed
• Mentality of “I’ll do my work
and then throw it over the
fence to the developer, and
move on to something
else..”
The IDEAL model…
• Design and development
are always collaborating;
just at different levels and
different intensities
• Peaks and troughs of
development input into the
design process and vice
versa
• UX touch points don’t stop
at the beginning of
development!Copyright © Scott Turner. @turner_twit
• Provide influence and
answer questions during
backlog grooming
• Apply the UX eye and
a sanity check during
test
In this ideal model, the UX designer should...
• Pair with the product
owner during
acceptance
• Be available to answer
questions during
development
Copyright © Scott Turner @turner_twit
But what if the ideal model
can’t happen?
• Mentality of leaving uni
assignments to the last
minute
• Think holistically but work
iteratively
• Presume little time for the
design before development
Photo by Stewart Black: http://www.flickr.com/photos/s2ublack
Design is an iterative
process
• Design before development
doesn’t promote
collaboration
• Risk of losing the shared
vision due to lack of
communication
• Rework often required
Change your mindset!
• Work with the team to
determine what should be
designed first
• Short design cycle working
collaboratively before
testing with users
• Get into dev quickly and
continue to test along the
way
• Working collaboratively
fosters trust, the team can
call on UX when needed
Choose the right tool for the
job
• Use a wide range of tools
and techniques when they
are really needed
• Examples are: sketching
with Business Analysts, or
pairing with devs to work
on interactions
• Trust one another to work
in this just-in-time approach
to development AND
design
Challenges in managing the
growing addiction to UX:
Three key areas:
1. Expectations as to when
and how design should
happen
2. Creating a shared vision
for the product
Illustration by Jeff Patton & Luke Barrett who re-created the cartoon from an unknown origin.
Creating a shared vision for
the product
• Work together as a family
with the Agile team
• Don’t be a design hero
• Don’t let processes get in
the way
• Don’t lose your shared
vision
Agile processes don’t
always help
• Scrum aims to developing
a shippable product at the
end of each sprint.. but
don’t let this compromise
the vision!
• Anders Ramsay described
it as “Sprint Tunnel Vision”
• Constant push and pull for
finding the balance of
something that meets the
needs of its users and is
easy to use, and is
achievable
An example of where Agile
processes compromised the
vision, and where UX and
Design weren’t done
iteratively
• Shown on the left is the
initial mock up created with
the shared vision of the
team
• UX Designer was not
involved in some of the key
conversations when
resources were moved off
the project
The end result..
• There was a lack of
involvement from the UX
Designer and the instinctive
reaction of the dev team
was to cut functionality of
the original design
• Feels like half a solution
and has not been released
to customers (shown here)
What did we learn?
• Agile and Lean UX support
change but without
effective communication,
things fall apart
• UX Designer needs to be
brought into key
conversations, especially
when it means changing
the deliverable
• UX Designer may suggest
different ways to reach end
goal (pivot)
If we were effectively
communicating…
• UX Designer designed a
mini bus, but through
stripping functionality the
project team only put one
seat in it
• UX Designer would’ve
suggested a pivot, to create
a scooter instead
Alternative concept: same functionality, less complexity and development time (Scooter)
Challenges in managing the
growing addiction to UX:
Three key areas:
1. Expectations as to when
and how design should
happen
2. Creating a shared vision
for the product
3. Finding the right mix of
roles and responsibilities
The right mix of roles and team
structures
What if you can’t have a
dedicated UX person?
• Common problem in
many organisations
due to a large range of
factors
• Something we
experience at MYOB as
there is not a 1:1 ratio
of UX Designers to
development teams
Managing a UX addiction
with little resources
• Trust the project team to
involve UX when needed
• We’ve had to rely on the
team let us know when we
are really needed at a
stand up or for a certain
meeting, or to park
interaction design topics
until the last 20 mins of a
meeting, where we are
called in
Skills transfer and teaching
others
• Teach others basic UX
tools and techniques
• Encourage BAs to “have a
go” and sketch out ideas,
then we’ll collaborate with
them on refinements
• Involve others in design
activities, especially
usability testing
• Let BAs make small
changes to our wireframes
So what’s the result of
all this?
We aren’t looking like an old
car any more
• Probably still a Volvo: safe,
reliable, leader in its class
• Something you would be
proud to drive; and enjoy
driving
Be flexible and willing to
adapt to change
• We will always be finding
better ways to work
together and this is ok
• We’ve got to be open to,
and expect more change in
the future
• By managing and
encouraging MYOB’s UX
addiction, we’re seeing
great improvements in our
product, as well as morale
Thanks to @smamol for her support and guidance.

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How we got everyone at MYOB hooked on UX, and how we're managing their addiction - Agile Australia 2013 presentation

  • 2. Topics we’ll cover: • The rise of the UX team at MYOB, resulting in their addiction • How we have managed to integrate Lean UX process into Agile Projects • Three major challenges we’ve faced • Tactics to overcome some of these challenges
  • 3. Who is MYOB? • Large company focussed on Accounting software • Established ~20 years ago • Located in Australia, New Zealand, Malaysia • Large customer base • 300+ staff in agile development teams across three continents • UX team of 5
  • 4. MYOB’s reputation: • Safe, reliable, comfortable, compliant and meets customer needs • Customers don’t expect a sports car for their accounting software • Accounting is often seen as a chore by small to medium sized businesses
  • 5. Changing perceptions: • Make software intuitive and intelligent • Minimise the amount of time and effort needed • Value attention to detail, ensure UX is involved with development
  • 6. The rise of UX @ MYOB: • New feature being introduced to software that was predicted to dramatically reduce amount of data entry required • Project team was formed, all the usual suspects but no UX! • Product owner thought he could design the interface...
  • 7. • Interface (wireframe) designed by the product owner • Gathered customer feedback • Customers didn’t understand how to interact with this screen
  • 8. • Interface (wireframe) designed by the iteration manager • Gathered more customer feedback, discovered it still wasn’t very intuitive • After many iterations and failed attempts at this design, a UX designer was hired..
  • 9. • Interface (wireframe) designed by the UX designer • UX designer gained a better understanding of customer needs • Design went through countless iterations • Layout is based on real- world behaviours to promote familiarity with this screen
  • 10. UX Designer’s approach: • Communicate, design processes and work transparently • Create clickable prototype and test interactions not just screen layouts • Bring team members along to weekly usability testing • Record sessions with customers to replay to team
  • 11. What was tested? • Mixture of stories coming up in the backlog, things in analysis that still had unanswered questions • Complicated areas which need more design exploration and discovery Footage of a customer testing an interactive prototype
  • 12. Benefits from this approach: • Lift in morale amongst team, seeing results of their dev work first-hand • Footage of customer struggling with legacy interactions was powerful to change developers habits • Created a hunger for customer feedback
  • 13. Making UX and Agile best friends @ MYOB: • Lean UX preferred over traditional approach for Agile environment • Both Lean UX and Agile encourage little to no documentation • Both are based on iterative circles • Focus on collaboration and cross functional teams
  • 14.
  • 15. Challenges in managing the growing addiction to UX: Three key areas: 1. Expectations as to when and how design should happen
  • 16. Design, then agile development? • Traditional design before development doesn’t work • Tendency for roles to become siloed • Mentality of “I’ll do my work and then throw it over the fence to the developer, and move on to something else..”
  • 17. The IDEAL model… • Design and development are always collaborating; just at different levels and different intensities • Peaks and troughs of development input into the design process and vice versa • UX touch points don’t stop at the beginning of development!Copyright © Scott Turner. @turner_twit
  • 18. • Provide influence and answer questions during backlog grooming • Apply the UX eye and a sanity check during test In this ideal model, the UX designer should... • Pair with the product owner during acceptance • Be available to answer questions during development Copyright © Scott Turner @turner_twit
  • 19. But what if the ideal model can’t happen? • Mentality of leaving uni assignments to the last minute • Think holistically but work iteratively • Presume little time for the design before development Photo by Stewart Black: http://www.flickr.com/photos/s2ublack
  • 20. Design is an iterative process • Design before development doesn’t promote collaboration • Risk of losing the shared vision due to lack of communication • Rework often required
  • 21. Change your mindset! • Work with the team to determine what should be designed first • Short design cycle working collaboratively before testing with users • Get into dev quickly and continue to test along the way • Working collaboratively fosters trust, the team can call on UX when needed
  • 22. Choose the right tool for the job • Use a wide range of tools and techniques when they are really needed • Examples are: sketching with Business Analysts, or pairing with devs to work on interactions • Trust one another to work in this just-in-time approach to development AND design
  • 23. Challenges in managing the growing addiction to UX: Three key areas: 1. Expectations as to when and how design should happen 2. Creating a shared vision for the product
  • 24. Illustration by Jeff Patton & Luke Barrett who re-created the cartoon from an unknown origin. Creating a shared vision for the product • Work together as a family with the Agile team • Don’t be a design hero • Don’t let processes get in the way • Don’t lose your shared vision
  • 25. Agile processes don’t always help • Scrum aims to developing a shippable product at the end of each sprint.. but don’t let this compromise the vision! • Anders Ramsay described it as “Sprint Tunnel Vision” • Constant push and pull for finding the balance of something that meets the needs of its users and is easy to use, and is achievable
  • 26. An example of where Agile processes compromised the vision, and where UX and Design weren’t done iteratively • Shown on the left is the initial mock up created with the shared vision of the team • UX Designer was not involved in some of the key conversations when resources were moved off the project
  • 27. The end result.. • There was a lack of involvement from the UX Designer and the instinctive reaction of the dev team was to cut functionality of the original design • Feels like half a solution and has not been released to customers (shown here)
  • 28. What did we learn? • Agile and Lean UX support change but without effective communication, things fall apart • UX Designer needs to be brought into key conversations, especially when it means changing the deliverable • UX Designer may suggest different ways to reach end goal (pivot)
  • 29. If we were effectively communicating… • UX Designer designed a mini bus, but through stripping functionality the project team only put one seat in it • UX Designer would’ve suggested a pivot, to create a scooter instead Alternative concept: same functionality, less complexity and development time (Scooter)
  • 30. Challenges in managing the growing addiction to UX: Three key areas: 1. Expectations as to when and how design should happen 2. Creating a shared vision for the product 3. Finding the right mix of roles and responsibilities
  • 31. The right mix of roles and team structures
  • 32. What if you can’t have a dedicated UX person? • Common problem in many organisations due to a large range of factors • Something we experience at MYOB as there is not a 1:1 ratio of UX Designers to development teams
  • 33. Managing a UX addiction with little resources • Trust the project team to involve UX when needed • We’ve had to rely on the team let us know when we are really needed at a stand up or for a certain meeting, or to park interaction design topics until the last 20 mins of a meeting, where we are called in
  • 34. Skills transfer and teaching others • Teach others basic UX tools and techniques • Encourage BAs to “have a go” and sketch out ideas, then we’ll collaborate with them on refinements • Involve others in design activities, especially usability testing • Let BAs make small changes to our wireframes
  • 35. So what’s the result of all this?
  • 36. We aren’t looking like an old car any more • Probably still a Volvo: safe, reliable, leader in its class • Something you would be proud to drive; and enjoy driving
  • 37. Be flexible and willing to adapt to change • We will always be finding better ways to work together and this is ok • We’ve got to be open to, and expect more change in the future • By managing and encouraging MYOB’s UX addiction, we’re seeing great improvements in our product, as well as morale
  • 38. Thanks to @smamol for her support and guidance.