1. How to Integrate UX and Agile
Dean Barker
Sr. Director, Optum Technology Engineering
2. Dean T. Barker
Sr. Director of User Experience
Optum
Speaker
Alfonso de la Nuez
Co-Founder and Co-CEO
UserZoom
Moderator
Speakers
3. Quick Housekeeping
• Chat box is available if you have any questions
• There will be time for Q&A at the end
• We will be recording the webinar for future viewing
• All attendees will receive a copy of the
slides/recording
• Twitter hashtag: #uzwebinar
3
4. Meet UserZoom
All-in-One Software Solution to Cost-effectively
Measure the Digital Customer Experience and Conduct
4
Remote User Testing
5. Meet UserZoom
• Increase conversion rates by conducting cost-effective UX
research, remote usability testing and voice of the customer
studies
• Test any web-based products (live or prototype) and mobile apps,
on a unified software platform.
• Founded in 2007; launched SaaS platform in 2009
• Our mission: To go beyond the Lab!
• International company: Silicon Valley, Spain, U.K., Germany
• > 200 Enterprise customers, 50% of Fortune’s Most Admired Brands
7. 7
1) Cost-effective
• No moderation needed
• Automated data analysis
2) Agile & Efficient
• Build studies and gather
feedback in days
3) Qual + Quant
• Success rates, time on task,
behavior, video, audio, heatmaps,
verbatims, dendrograms, etc.
4) Easy Recruiting
• Geographic representation
• No travel needed
5) Feature Rich
• More flexible, customizable,
robust, versitile than others
6) Team & Service
• Hands-on, highly experienced
Customer Success Team
Why is UserZoom So Unique?
8. Agenda
1. Introduction
2. Four approaches to UX design
integration
3. Tailoring agile projects for UX
research and design
4. Roadmapping for success
9. What is User Experience (UX)?
Consumers Producers
Productivity
Satisfaction
Efficient Development
10. What is Agile?
Individuals and interactions over processes and
tools
Working software over comprehensive documentation
Customer collaboration over contract negotiation
Responding to change over following a plan
http://agilemanifesto.org
13. It’s an Experience Economy
Forrester Report October 2010 How To Prepare For The Era Of Experience
14. Software Value Flows Through UX
Connectivity
Intelligence
Workflow
User
Experience
Expertise
15. Customers Respond to Good UX
• 14.4% more willing to purchase
• 15.8% fewer will do business with competitors
• 16.6% more will recommend you
Forrester Report September 2009 Best Practices in User Experience (UX) Design
17. Working in Development Cycles
http://coachingagile.blogspot.com/2010/05/when-do-we-start-when-should-we-finish.html
19. All work is a process and all processes can
be designed, measured, and improved.
Phillip Crosby, Quality Management Guru
Even the best professionals need a structured
and disciplined environment in which to
do cooperative work
Watts Humphrey
Managing the Software Process
20. Scrum Process Elements
• Product owner
• ScrumMaster
• Team
Three Roles
Four Ceremonies
Three Artifacts
• Sprint planning
• Daily scrum
• Sprint reviews
• Sprint retrospectives
• Product backlog:
• Sprint backlog
• Product Increment
http://www.scrumalliance.org/pages/scrum_101
21. Resources and the UX Function
• Allocation
• Full time
• Part Time
• Expertise
• Professionals
• Cross-trained specialists w/other roles
• None of the above
22. 10% of
project
budget on
user
research
and
usability
evaluation
Nielsen Norman
Group Report
Usability Return on
Investment
4th Edition
1:4 Ratio
Designers to
Developers
The User Experience
Team Kit
Paul Sherman, PhD.
UXmatters.com
2/22/2010
Rules of Thumb
User Experience Work = Research & Design
25. UX Design Process
Step One Step Two Step Three
Analyze & Organize Create & Elaborate Review & Evaluate
• Define, validate, and elaborate
requirements and user tasks
• Design the UI Architecture
UI Analysis
Document
• Create preliminary screen designs
• Review/user test screens
• Iterate screen designs
• Conduct additional
evaluations/iterations as appropriate
• Final review for consistency
• Update UI Styleguides
Navigation
Model
Wireframes HTML/CSS Styleguide
27. UX Analysis and Agile Modeling
http://www.agilemodeling.com/
28. Make a Place for Design
•Your resources, roles, and expertise will inform
your viable processes
•You have to make a place for design
•Other factors with team, schedule, and project
can impact approach
•There are finite options…
BUFD JIT Spikes Sprint Pairs
29. BUFD Big Upfront Design
•Design resources operate in advance of
development resources before a release
•Requires Product Owner collaboration
•Designs may be used for estimating
•Works well with Kanban, Lean concepts
30. JIT Just In Time
•Design done within a Sprint
•Typically requires “Stubs”
•Requires a lot of collaboration
•Usually a fire drill
•Necessarily parallel efforts and throw away
•Easier to track in Scrum
•Works well with mature standards and
pattern libraries
32. Sprint Pairs Sprint Pairs
•Design works a Sprint ahead of development
•Scope is traded off for time box
•Requires lots of coordination
•Sometimes described as “Scrumerfall”
•Respects functional dependencies
•Seems to have most traction in industry
33. Sprint Pairs
Scrum Team
Scrum
Master
Product
Owner
Developers,
Designers, etc.
R2S1
Plan R2
Stabilization
Plan R2
R1S1 R1S2 R1S3 R1S4 R1S5 R1S6 R1S7 R1S8
Development
Workstream
UI Design
Workstream
34. Critical path is
handoff of primary
designer deliverable
to developer
Case Study of Customer Input For a Successful Product
Proceeding ADC '05 Proceedings of the
Agile Development Conference
http://dl.acm.org/citation.cfm?id=1122115
Complex Choreography
36. UX Release Plans
•Critical path is a “sprint-focused” UI design
workplan
•Add Phase 0 work as appropriate
and feasible
• Include iteration within release
•Define UX metrics
•Develop usability issues backlog
43. UX Release Roadmaps
Architecture, POC Core Dev Alpha Beta
Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014
POC
UX
Research
UI Analysis
and High
Level
Design
Detailed UI Design, Refinement, and Validation
POC Workshop
Baseline KLM Visual Integration
Field Research
SUS
Baseline Usability
Task Analysis and Object Model
Navigation Model and Page Templates
Sprint 1 Pre-designs
UI Design, Iteration, Refinement
Cloud Integration
UI Toolkit Integration
Formative Usability Tests
Summative Usability Tests
R1 Arch &
Research
44. Usability Backlogs
•Usability defects
(i.e. problems encountered by users)
•Rated by severity
•Analyzed by theme
•Ranked for business value
•Prioritized for remediation
• per release
45. Evangelize UX Value
$1 invested in UX returns $10 to $100
Gilb, Principles of Software Engineering Management
A 5% improvement in usability increases revenues
from 10-35%
Netraker, e-commerce study
Usability techniques helped cut development time
by 33-50%
Bosert, Quality Functional Deployment
Usability methods raised user satisfaction ratings
by 40%
Gartner Group Report
46. Seven Keys to Success
1. Assign UX designers to Scrum teams
2. Assign UI developers to Scrum teams
3. Define a tailored process for UX
4. Include Sprint/Phase 0 UX research
5. Influence iteration
6. Create a UX metrics program
7. Manage a Usability defects backlog
Notas do Editor
www.depositphotos.com
UX as a term is used two ways: To refer to customer interaction with your products and to refer to a formalized field of design.
The experience a customer has when they interact with your product and product ecosystem.
A specialized field of design that uses cognitive psychology in combination with engineering principles to design products with a high degree of usability
“(Usability is…) the extent to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use.” ISO 9241-11
Why do our businesses need us to create and drive UX strategy?
Because we are now in the “Experience Economy”
The reason UX is important now is because we are in the “Era of Experience”
Draw experience boolean flower on whitboard…in software all value flows through a user experience
To users, the user interface is the product.
In a software product, all the value of our core competencies: Intelligence, Connectivity, Workflow, and all our other expertise flows through a user interface
“You’re in the user experience business: all the value flows through a user interface.” Jakob Nielsen, PhD
Business measures comparing companies that provide a “good” versus “bad” user experience…
September 4, 2009
Best Practices In User Experience (UX) Design
Design Compelling User Experiences To Wow Your Customers
by Mike Gualtieri
with Harley Manning, Mike Gilpin, John R. Rymer, David D’Silva, and Wallis Yu
for Application Development & Program Management Professionals
More customers will be willing to purchase.
On average, companies that provide a superior experience have 14.4% more customers who are willing to consider them for another purchase than companies in the same industry that offer a poor customer experience.
More customers will resist doing business with competitors.
Compared with companies that offer a poor experience, companies that offer the best experience in their industries have 15.8% fewer customers who are likely to consider doing business with a competitor.
More customers will recommend you.
Companies with the highest experience scores have 16.6% more customers who are likely to recommend their products or services compared with their lowest-scoring competitors.
https://www.scrumalliance.org/why-scrum
The Scrum framework in 30 seconds
A product owner creates a prioritized wish list called a product backlog.
During sprint planning, the team pulls a small chunk from the top of that wish list, a sprint backlog, and decides how to implement those pieces.
The team has a certain amount of time — a sprint (usually two to four weeks) — to complete its work, but it meets each day to assess its progress (daily Scrum).
Along the way, the ScrumMaster keeps the team focused on its goal.
At the end of the sprint, the work should be potentially shippable: ready to hand to a customer, put on a store shelf, or show to a stakeholder.
The sprint ends with a sprint review and retrospective.
As the next sprint begins, the team chooses another chunk of the product backlog and begins working again.
Many UX teams have a standard process, but that process isn’t integrated with Scrum and software release plans. You need to proactively plan for each project HOW you are going to take UX practices into the process
Tools…deliverables…relates directly to process and roles on the team…ETVX…inputs/outputs (gozintas/gozoutas)
Elaborates and clarifies requirements
Explores and tests solutions
Informs estimates
Provides for cross functional collaboration
Plan properly…A proper UX plan is not just about sprints…release level, includes Phase 0, includes usability engineering in addition to design, includes metrics, and is part of a roadmap…Phase 0 and release planning…UIA…iteration… Make a place for usability engineering and user research…put the U in user interface……metrics….Beyond phase 0….roadmap
With resources in place, release plans, metrics, and usability backlogs you can develop roadmaps and objectively measure and improve the product UX over time as you design and develop new features. This is the goal of strategic UX planning.
Keys
Get a seat at the table
Integrate design process into SDLC
Ensure UX best practices and metrics are infused throughout all planning levels: roadmap, release, sprints.
Secure UX resources/roles
Agile values people over process.
Get UX design and UI dev on to Scrum teams. They do “Sprint-level” work.
Right level of support
Strongly recommend UI dev and report to UX
Release planning is the precondition for success.
Roadmap is the key release planning artifact.
Have high level UX activities in project release plan
Create and maintain more detailed UX roadmap (1+ releases)
Get UX research into Release plan
Phase or Sprint 0. Align with Arch and Prod Mgt
Tailor the process and plan to support UX design and UI dev (4 approaches or other)
Force iteration. Companies get incremental but not iteration.
Metrics
Usability backlog
Become an Agile expert, community of practice
Garbage in, Garbage out….story writing…
Align UX analysis with Agile Modeling
Cross train
Reuse (patterns standards, components)
Consider SAFe
Evangelize