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Getting Things Done
From Idea to User Experience
By Nearsoft Inc
Claudio Cossio
@ccossio
Claudio Cossio - @ccossio
➔Nearsoft Inc (@nearsoft)
Work at Nearsoft Labs (R&D)
Building prototypes from idea to Alpha/Beta
Working with 200+ developers
➔10+ years building & marketing digital products
➔Doing growth/user acquisition when it was Spamming
Today’s Focus
* More information on the project
www.planningwithcards.com
● Will be using a real use case example *
● Full disclosure - internal project from R&D Labs
● Working with 3 personas
● We will work with user stories
Topics
1. Introduction
2. Ideas
3. Goals (expectations)
4. Data
5. Behaviour Segmentation
6. UX Roadmap
Introduction
Differences with Strategy & Planning
Strategy vs Planning
● Strategy is an intent not a plan
● Strategy is a set of hypotheses
● With strategy you build a rationale for UX
● Planning focuses on business outcomes
● Planning is tactical and focuses on
execution
Create a strategy & plan with data
● Product Owners need data to make a plan
● Sources are Analytics, Sales, CRM & market reports
● You need to get all stakeholders involved
● User Research minimizes the risk of an undesirable
product
Business & Users/clients
● Data outcome for each
persona
● Benchmarking data on
competitors is essential
● You need to know what it’s
out there and position your
offer
● Aligned to the current Product
roadmap
? ?
? ?
Example:
Example - PlanningWith.Cards
● Estimate software development effort
● Improve accuracy of those estimates
● Remote developers & product owner/scrum master
● Based on Planning Poker technique
● Communication through chat platforms
Ideas
A product is hired to perform a job
Ideas
● Many possible scenarios, but only 1 outcome
● Outcomes focused on user/business goals
● Maintain a balance
● Focus on the client/user “intent”
Why are we doing this?
Example - PlanningWith.Cards
● Outcome: Numeric estimation of each task
● Data: Fibonacci, Days & Hours cards
● User: Developer, Onlooker & Scrum Master
● Environment: Web - Hangouts/HipChat
What is your product?
In order to _______________________ (Vision),
our product will solve ______________ (Target Audience)
problem of ______________________ (User Problem)
by giving them ___________________ (Strategy).
We will know if our products works, when we see _______ (Goal)
@JAF_Designer
Goals
UX has 2 main goals to align - Biz & User
Business & User goals
User
● Needs something from your
app or website
Business
● How a product generates
profits from its use
Credit to Nikkel Blaase
Nikkel Blaase via Medium
Amazon
1 Click Checkout Youtube &
Google
Earl Wilkerson via Flickr
Goals - PlanningWith.Cards
Developer
● Estimate privately & as accurate as possible
Onlooker (stakeholder)
● Provide feedback on tasks being estimated
Scrum Master
● Manage a backlog of the rounds & estimations
Goals - PlanningWith.Cards
Business
● Make it easy for teams to estimate
● Connect to PM tools
● Offer a backlog service ($)
$
Import stories from
JIRA/Trello/PTracker
Private
Voting
Virtual Cards
Hangouts/HipChat
Show & Save
Results
John Ivara via Flickr
Data
Traces that the people who use technology leave behind
Research
● List potential actions for your product
● Card sorting of those actions
● User Journeys
● Benchmarking the competition
Abbyladybug via Flickr
Insights into Navigation
Expectations
Align with stakeholders
What they will do
Interactions
Goals, needs &
expectations
sea turtle via Flickr
Strengths
Weakness
Unattended needs
Philip McMaster via Flickr
UX & Data
● Proving a point
● Improving an experience
● Discover something new (not
obvious)
Actions - PlanningWith.Cards
● Coordinate call/chat on Hangouts/HipChat
● Create/Import Tasks/Stories
● Configure cards to use for estimating
● Choose a card for estimating a task
● Watch an estimation round
● Repeat a round
User Journeys - PlanningWith.Cards
● Developer
● Scrum Master
● Stakeholder (Onlooker)
User Journeys - PlanningWith.Cards
Estimate
Coordinate Decide Agree
Select
Tasks
Scrum Master
Attend
Developer &
Onlooker
Onlooker
Manage
Round
Scrum Master
Feedback
Pick
Card
Developer
Repeat
Round
Save Data
Scrum Master
New Round
Competition - PlanningWith.Cards
Unattended needs
● Integrate into a communication platform
● Difficulty for Onlookers to participate
● Lack of data after the estimation process
Identifying patterns
Behaviour
Segmentation
Roles & Traits
● Identifying who will be using your product (roles)
● Traits (attitude, demographic, goals, etc)
● Trait spectrum
Kristin and Adam via
Flickr
Context
Environment
Rewards
Trait spectrum
Category Context Variables
Type of Role Identity, Demographics, Intent/Goal,
Cognitive Ability
Time Time of the Day, Day Parts, Day of Week,
Weekday/Weekend, Holidays
Location Home, Workplace, Commuting, Stores,
Restaurants/Cafes, Recreational Areas
Interactions Channel (Mobile/Web), Medium
(Text,Video, Audio), Device
Physical Environment & surroundings
Activity Any number of user activities the user is
involved
* Knowledge@Wharton - University of Pennsylvania
Roles - PlanningWith.Cards
Category Context Variables
Scrum Master Goal: Manage estimate according to deadline & moderate the rounds
| Demographic: Male/Female | Mood: Patient & observing
Time Works: Weekdays and Saturday.
Scrum Activities: Tuesday to Thursday.
Location Works from: Home, Office, CoWorking & events.
Interactions Channel: Web & Apps | Device: Laptop & Mobile | Medium: Chat
Platforms & Project Management Tools
Physical Mostly quiet spaces & occasional noisy places.
Activity Multi tasking chats & video calls. Taking notes and writing minutes.
Project management tasks. Group Meetings: Daily's & Standups.
Roles - PlanningWith.Cards
Category Context Variables
Developer Goal: Estimate tasks accurately | Demographic: Male/Female |
Mood: Hesitant, Distracted, Nervous, Uneasy & Patient
Time Works: Weekdays and Weekends | Daily Standups
Code Review: Tuesday to Thursday.
Location Works from: Home, Office, Coworking spaces & cafes.
Interactions Channel: Web & Apps | Device: Laptop & Mobile | Medium:
Chat/Video Platforms & Code Review Tools
Physical Mostly quiet spaces & occasional noisy places.
Activity Multi tasking chats & video calls. Coding. Code Review meetings.
Group Meetings: standups & assessments.
Roles - PlanningWith.Cards
Category Context Variables
Onlooker Goal: Provide Feedback for better estimations | Demographic:
Male/Female | Mood: Analytical, Patient & Observing.
Time Works: Weekdays and Saturday |
Location Works from: Office & Coworking spaces.
Interactions Channel: Web & Apps | Device: Laptop & Mobile | Medium:
Chat/Video Platforms
Physical Mostly quiet spaces & occasional noisy places.
Activity Multi tasking chats & video calls. Group Meetings: Business,
Marketing & Product.
Patterns - PlanningWith.Cards
Multitasking
Chat/Video platforms
Remote Locations
Patterns - PlanningWith.Cards
UX Roadmap
Building consensus across the board
Users
● Where they are.
● Where they want to be.
● How our product will help them
along the way.
A….…...Z
Business
● Capture & present insights.
● Complex interactions.
● Aligned with Stakeholders.
● What can & cannot be done.
● Relationship with product/users.
● Fresh insights.
Stakeholders
● Invalidate your assumptions.
● Live mockups.
● Save development time.
Reality Check
Example - PlanningWith.Cards
How we used Experience Design to test our
mockups
Example - PlanningWith.Cards
Questions
To continue the conversation, please tweet
your comments & questions to @ccossio with
#MakeIt
Thank you!
Claudio Cossio
By Nearsoft Inc
ccossio@nearsoft.com
@ccossio

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From idea to ux roadmap - MakeIt Masterclass - Boost User Experience

  • 1. Getting Things Done From Idea to User Experience By Nearsoft Inc Claudio Cossio @ccossio
  • 2. Claudio Cossio - @ccossio ➔Nearsoft Inc (@nearsoft) Work at Nearsoft Labs (R&D) Building prototypes from idea to Alpha/Beta Working with 200+ developers ➔10+ years building & marketing digital products ➔Doing growth/user acquisition when it was Spamming
  • 3. Today’s Focus * More information on the project www.planningwithcards.com ● Will be using a real use case example * ● Full disclosure - internal project from R&D Labs ● Working with 3 personas ● We will work with user stories
  • 4. Topics 1. Introduction 2. Ideas 3. Goals (expectations) 4. Data 5. Behaviour Segmentation 6. UX Roadmap
  • 6. Strategy vs Planning ● Strategy is an intent not a plan ● Strategy is a set of hypotheses ● With strategy you build a rationale for UX ● Planning focuses on business outcomes ● Planning is tactical and focuses on execution
  • 7. Create a strategy & plan with data ● Product Owners need data to make a plan ● Sources are Analytics, Sales, CRM & market reports ● You need to get all stakeholders involved ● User Research minimizes the risk of an undesirable product
  • 8. Business & Users/clients ● Data outcome for each persona ● Benchmarking data on competitors is essential ● You need to know what it’s out there and position your offer ● Aligned to the current Product roadmap ? ? ? ?
  • 10. Example - PlanningWith.Cards ● Estimate software development effort ● Improve accuracy of those estimates ● Remote developers & product owner/scrum master ● Based on Planning Poker technique ● Communication through chat platforms
  • 11. Ideas A product is hired to perform a job
  • 12. Ideas ● Many possible scenarios, but only 1 outcome ● Outcomes focused on user/business goals ● Maintain a balance ● Focus on the client/user “intent”
  • 13. Why are we doing this?
  • 14. Example - PlanningWith.Cards ● Outcome: Numeric estimation of each task ● Data: Fibonacci, Days & Hours cards ● User: Developer, Onlooker & Scrum Master ● Environment: Web - Hangouts/HipChat
  • 15. What is your product? In order to _______________________ (Vision), our product will solve ______________ (Target Audience) problem of ______________________ (User Problem) by giving them ___________________ (Strategy). We will know if our products works, when we see _______ (Goal) @JAF_Designer
  • 16. Goals UX has 2 main goals to align - Biz & User
  • 17. Business & User goals User ● Needs something from your app or website Business ● How a product generates profits from its use Credit to Nikkel Blaase Nikkel Blaase via Medium
  • 18. Amazon 1 Click Checkout Youtube & Google Earl Wilkerson via Flickr
  • 19. Goals - PlanningWith.Cards Developer ● Estimate privately & as accurate as possible Onlooker (stakeholder) ● Provide feedback on tasks being estimated Scrum Master ● Manage a backlog of the rounds & estimations
  • 20. Goals - PlanningWith.Cards Business ● Make it easy for teams to estimate ● Connect to PM tools ● Offer a backlog service ($) $
  • 21. Import stories from JIRA/Trello/PTracker Private Voting Virtual Cards Hangouts/HipChat Show & Save Results John Ivara via Flickr
  • 22. Data Traces that the people who use technology leave behind
  • 23. Research ● List potential actions for your product ● Card sorting of those actions ● User Journeys ● Benchmarking the competition
  • 26. What they will do Interactions Goals, needs & expectations sea turtle via Flickr
  • 28. UX & Data ● Proving a point ● Improving an experience ● Discover something new (not obvious)
  • 29. Actions - PlanningWith.Cards ● Coordinate call/chat on Hangouts/HipChat ● Create/Import Tasks/Stories ● Configure cards to use for estimating ● Choose a card for estimating a task ● Watch an estimation round ● Repeat a round
  • 30. User Journeys - PlanningWith.Cards ● Developer ● Scrum Master ● Stakeholder (Onlooker)
  • 31. User Journeys - PlanningWith.Cards Estimate Coordinate Decide Agree Select Tasks Scrum Master Attend Developer & Onlooker Onlooker Manage Round Scrum Master Feedback Pick Card Developer Repeat Round Save Data Scrum Master New Round
  • 32.
  • 33. Competition - PlanningWith.Cards Unattended needs ● Integrate into a communication platform ● Difficulty for Onlookers to participate ● Lack of data after the estimation process
  • 35. Roles & Traits ● Identifying who will be using your product (roles) ● Traits (attitude, demographic, goals, etc) ● Trait spectrum
  • 36. Kristin and Adam via Flickr Context Environment Rewards
  • 37. Trait spectrum Category Context Variables Type of Role Identity, Demographics, Intent/Goal, Cognitive Ability Time Time of the Day, Day Parts, Day of Week, Weekday/Weekend, Holidays Location Home, Workplace, Commuting, Stores, Restaurants/Cafes, Recreational Areas Interactions Channel (Mobile/Web), Medium (Text,Video, Audio), Device Physical Environment & surroundings Activity Any number of user activities the user is involved * Knowledge@Wharton - University of Pennsylvania
  • 38. Roles - PlanningWith.Cards Category Context Variables Scrum Master Goal: Manage estimate according to deadline & moderate the rounds | Demographic: Male/Female | Mood: Patient & observing Time Works: Weekdays and Saturday. Scrum Activities: Tuesday to Thursday. Location Works from: Home, Office, CoWorking & events. Interactions Channel: Web & Apps | Device: Laptop & Mobile | Medium: Chat Platforms & Project Management Tools Physical Mostly quiet spaces & occasional noisy places. Activity Multi tasking chats & video calls. Taking notes and writing minutes. Project management tasks. Group Meetings: Daily's & Standups.
  • 39. Roles - PlanningWith.Cards Category Context Variables Developer Goal: Estimate tasks accurately | Demographic: Male/Female | Mood: Hesitant, Distracted, Nervous, Uneasy & Patient Time Works: Weekdays and Weekends | Daily Standups Code Review: Tuesday to Thursday. Location Works from: Home, Office, Coworking spaces & cafes. Interactions Channel: Web & Apps | Device: Laptop & Mobile | Medium: Chat/Video Platforms & Code Review Tools Physical Mostly quiet spaces & occasional noisy places. Activity Multi tasking chats & video calls. Coding. Code Review meetings. Group Meetings: standups & assessments.
  • 40. Roles - PlanningWith.Cards Category Context Variables Onlooker Goal: Provide Feedback for better estimations | Demographic: Male/Female | Mood: Analytical, Patient & Observing. Time Works: Weekdays and Saturday | Location Works from: Office & Coworking spaces. Interactions Channel: Web & Apps | Device: Laptop & Mobile | Medium: Chat/Video Platforms Physical Mostly quiet spaces & occasional noisy places. Activity Multi tasking chats & video calls. Group Meetings: Business, Marketing & Product.
  • 43. UX Roadmap Building consensus across the board
  • 44. Users ● Where they are. ● Where they want to be. ● How our product will help them along the way. A….…...Z
  • 45. Business ● Capture & present insights. ● Complex interactions. ● Aligned with Stakeholders.
  • 46. ● What can & cannot be done. ● Relationship with product/users. ● Fresh insights. Stakeholders
  • 47. ● Invalidate your assumptions. ● Live mockups. ● Save development time. Reality Check
  • 48. Example - PlanningWith.Cards How we used Experience Design to test our mockups
  • 50. Questions To continue the conversation, please tweet your comments & questions to @ccossio with #MakeIt
  • 51. Thank you! Claudio Cossio By Nearsoft Inc ccossio@nearsoft.com @ccossio

Notas do Editor

  1. : B
  2. Strategy is focused on CAUSE & effect on how to achieve our business goals. Planning grabs those hypotheses and decides which ones to execute based on the best possible outcome for our business.
  3. Poner un slide para hablar de los stakeholders, sobre todo del developer es importante que este lo mas cerca posible para que pueda ver que es viable implementar Que esté expuesto directamente al problema, ellos son la fuente primaria y más realista de lo que se puede construir
  4. CARD SORTING. Insights into expectations about navigation Sort out what’s important, what isn’t, and where it all goes. decide what’s really important for the users.
  5. USER JOURNEY. Many of us focus on how users will do something. Determine the interactions needed Build from a customers’ point of view, not an internal business point of view
  6. Poner un slide para hablar de los stakeholders, sobre todo del developer es importante que este lo mas cerca posible para que pueda ver que es viable implementar Que esté expuesto directamente al problema, ellos son la fuente primaria y más realista de lo que se puede construir
  7. Show the whole team what you discovered. What occurs across experiences with a product, service, or ecosystem
  8. The Developers point of view is crucial for tech related projects What occurs across experiences with a product, service, or ecosystem
  9. Dont look for validation, since the product will change. It is important to test how your product will behave. At the end of the day you need to have a goal in testing your assumptions.