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Look Around You
                 Influences on
                User Experience


peter boersma
 @pboersma
2001
2011
?
Design
Strategy Research
Business



 Manage                 Strategy

             Process

Evaluation              Research



             Design
Business

                  More
              Elements of
             User Experience
 Manage                             Strategy

                                        f ce
                                      o n
                 Process           ts rie
                                 en pe
                             em Ex
                           El er
Evaluation                   s         Research
                           U
             (     typical
                                )
             User-Centered Design



                  Design
Pitch                                                 Estimate
                                          Business
        Optimize                                                               Scenarios

  Beta                                                                               Position
                                              Roles

           Manage                                                      Strategy
                                 Steps                     Roadmap
Scope                                                                                  Competition

                                          Process
Test                                                                                    Interviews
                                 Review               Requirements

         Evaluation                                                    Research
                                          Service Design

                                                                                    Personas
  Prototype


                                          Design                            Sketch

               Detailed Design                               Concept
for each deliverable
     I will show:

  * the team member
* an example & how-to
* input by the UX team
* influence on UX
Pitch   Business   Estimate

                         Scenarios
Team member:




The Account Manager
X
How-To for Pitching

1. en-vision the future
    by visualizing it
2. set expectations for
   their contribution
UX input for a Pitch

* visions of the future
  * partial solutions
* (answers to RFP & questions)
influence of the Pitch on UX

*   define UX Vision           I
*   inspire & get inspired    I
*   determine budget          I
*   set expectations          I
*   analyze competition       I
Pitch
        Business   Estimate
                        Scenarios
Team member:




The Estimator
how many
sunflowers
do you see?
“many”
         and

    “a lot”
are good first guesses!
input for estimates        output
      scope items
     requirements         assumptions
        approach          calculations
       team skills        explanations
experience with subject       risks
 experience with client
  experience of client

    when available        when possible
output           example output
assumptions             assuming
                 we design 10 wireframes
                 (5 complex + 5 medium)
                   plus 15 components
 calculations         we estimate
                    we need 300 hours
(explanations)   (5x16 + 5x8) + (15x12)
     risks                 but
                    we don’t know the
                  documentation needs
                    of the developer
How-To for Estimating

1. you determine what
     gets estimated
    2. explore every
assumption you make
(3. keep estimates honest; use any
    margins to wow the client)
UX input for an
     Estimate

   * assumptions
* what’s easy/hard?
  * estimates for
    deliverables
       * risks
influence of an Estimate on UX

*   define UX Vision          I
*   inspire & get inspired   I
*   determine budget         II
*   set expectations         II
*   analyze competition      I
*   focus attention          I
*   define way of working     I
Pitch              Estimate
        Business
                       Scenarios
Team member:




The Scenario Writer
How-To for Scenarios

1. research trends and
   explore the future
2. define scenarios to
    help you decide
 which battles to fight
UX input for a Scenario

   * trend research
    * human needs
  (they don’t change that fast)
  * stories that link
  needs with trends
influence of a Scenario on UX

*   define UX Vision          II
*   inspire & get inspired   I
*   determine budget         II
*   set expectations         III
*   analyze competition      I
*   focus attention          I
*   define way of working     I
Position
Strategy
           Competition
Team member:




The Brand Strategist
sales                       service
          client   client




core brand
         client
                       communities
                   client
communities
                                          Competitor


    client                     client                Competitor

                    Big        Big
                 Competitor Competitor
sales                                                             service
        Competitor
                         Competitor



            Competitor                Competitor   client Competitor


                           core brand
How-To for Positioning

    1. create a map
 2. find the spot that
 matches your vision
  3. see who is there
4. identify differences
UX input for
    Positioning

* attributes that are
 important to users
  * competitors, in
     terms of UX
 * scope-items that
    differentiate
influence of Positioning on UX

*   define UX Vision          III
*   inspire & get inspired   I
*   determine budget         II
*   set expectations         III
*   analyze competition      II
*   focus attention          II
*   define way of working     I
Position


Strategy
      Competition
Team member:




The Competitor
How-To for
Competitive Analysis

“know your enemy”
(Sun Tzu, The Art of War)
UX input for
Competitive Analysis

 * competitors, in
    terms of UX
 * SWOT analyses
influence of Competitive Analysis

*   define UX Vision          III
*   inspire & get inspired   II
*   determine budget         II
*   set expectations         III
*   analyze competition      III
*   focus attention          II
*   define way of working     I
*   know what (not) to do     I
Interviews


Research
      Personas
Design             Sketch

Detailed Design            Concept
Test


       Evaluation

 Prototype
Optimize

  Beta


         Manage
Scope
Team member:




The Project Manager
essential           pick
                         just a few of
                        these for your
                            project!
       quick    winner!
        win
easy                           hard

       repair   quality

         contribution
How-To for Scoping

1. rank all candidate
      scope items
  2. determine their
     dependencies
 3. select the winners
UX input for Scoping

* what’s easy/hard?
 * what’s essential?
 * what should go
     together?
influence of Scoping on UX

*   define UX Vision          III
*   inspire & get inspired   II
*   determine budget         III
*   set expectations         IIII
*   analyze competition      III
*   focus attention          III
*   define way of working     I
*   know what (not) to do     II
Optimize

 Beta
           Manage
Scope
Team member:




The Alfa Beta Manager
beta flow

@news                         @news

Beta                           New
        Current      Beta             New
How-To for Betas

   1. tell users what
 you’re going to do
         2. do it
3. tell them what you
       have done
UX input for Beta

    * what should go
        together?
   * what to measure?
 * analysis of feedback
* responses to feedback
influence of Beta tests on UX

*   define UX Vision           III
*   inspire & get inspired    II
*   determine budget          III
*   set expectations         IIIII
*   analyze competition       III
*   focus attention           IIII
*   define way of working      I
*   know what (not) to do      III
Optimize
  Beta


         Manage
Scope
Team member:




The Perfectionist
A
B
C
28% better
How-To for Optimizing

     1. experiment
 to learn what works
   with YOUR users

     2. GOTO 1
UX input for
     Optimization

  * UX version of Key
Performance Indicators
 * alternative designs
  * analysis of usage
influence of Optimizing on UX

*   define UX Vision         III
*   inspire & get inspired   II
*   determine budget         III
*   set expectations       IIIII
*   analyze competition      III
*   focus attention         IIII
*   define way of working      I
*   know what (not) to do   IIII
Pitch                                Estimate
                                 Business
        Optimize                                              Scenarios

  Beta                                                              Position


           Manage                                     Strategy
Scope                                                                 Competition



Test                                                                   Interviews


         Evaluation                                   Research
                                                                   Personas
  Prototype


                                 Design                    Sketch

               Detailed Design              Concept
Roles



Steps                     Roadmap


         Process
Review               Requirements


         Service Design
Roles

Steps                     Roadmap


         Process
Review               Requirements


         Service Design
Team member:




The People Manager
T-model

wide experience



     knowledge
       deep
information
architecture
                                 T-model

               user experience
T-model

user experience


     interaction
       design
interaction
  design
                                 T-model




information
architecture
               user experience
user research



     visual design



   interaction design



information architecture
                                             T-model




    usability testing
                           user experience




      prototyping
How-To for Team Roles

  1. build a team,
made of overlapping
      T-shapes
 2. keep the team
balanced over time
UX input for Team Roles

     * team skills
   * required skills
    * gap analysis
     * career plan
influence of Team Roles on UX

*   define UX Vision         III
*   inspire & get inspired   II
*   determine budget         III
*   set expectations       IIIII
*   analyze competition      III
*   focus attention         IIIII
*   define way of working     II
*   know what (not) to do IIIII
*   deliver successfully      I
Roles



Steps                Roadmap

         Process
Review               Requirements


         Service Design
Team member:




The Procrastinator
X
moment         moment                     moment        moment
                    progress                        progress
       progress                                                progress
Area                    progress               progress                   Area
                                    progress

                progress                              progress
                                   progress
       Area                                                       Area

                                    Area
How-To for Roadmaps

  1. define the future
      of the system
2. identify incremental,
    meaningful steps
UX input for Roadmaps

 * areas for progress
* scope items per area
      * estimates
   * what should go
       together?
influence of Roadmaps on UX

*   define UX Vision          IIII
*   inspire & get inspired    II
*   determine budget         IIII
*   set expectations       IIIIII
*   analyze competition       III
*   focus attention          IIII
*   define way of working      II
*   know what (not) to do    IIII
*   deliver successfully      II
Roles



Steps                     Roadmap


         Process
Review               Requirements


         Service Design
Team member:




The Process Freak
?
A       B
A   1   2        3            4       B


                     4a
        2a
C   1        3       4b   5       6   D
        2b
                     4c
na                        A P
            rso                          M
         Pe                           TE
                                   SI


      ir e-          wire
                          fram
re qu                         es          usabi
         ts                                    lity
   m en                                    test


        re en         design       proto-
     Sc              principles
            W
      F LO                         type
u ire-     design     wire              proto-
req ts      principles       fram
                                   es
  men                                       type




     1            2         3                   4

                    AP
   s ona          M            n        usabi
Per            TE        Sc ree                 lity te
                                                        st
             SI
                          FL OW
user     concept   detailed   prototype &
research    design    design      evaluate
user
     research

                   detailed
                    design
      concept
C      design                   D

    prototype &   prototype &
      evaluate      evaluate
?
A   1   2       3   4   B
wire
   u ire-     design         fram
                                    es       proto-
req ts      principles
  men                                         type



  user      concept      detailed        prototype &
reseach      design       design           evaluate

                    AP
    s ona         M                       usabi
 Per           TE               n                 lity te
                                                          st
             SI           Sc ree
                           FL OW
How-To for
 Design Processes

 1. brainstorm steps
  2. create diagram
3. document process
     (do NOT copy
 someone else’s diagram)
UX input for
   Design Processes

 * team deliverables
  * preferred way of
        working
* team responsibilities
influence of Design Processes

*   define UX Vision         IIII I
*   inspire & get inspired    II
*   determine budget         IIII
*   set expectations       IIIIIII
*   analyze competition       III
*   focus attention         IIIIII
*   define way of working      III
*   know what (not) to do IIIIII
*   deliver successfully     III
Roles



Steps                     Roadmap


         Process
Review               Requirements


         Service Design
Pitch                                                 Estimate
                                          Business
        Optimize                                                               Scenarios

  Beta                                                                               Position
                                              Roles

           Manage                                                      Strategy
                                 Steps                     Roadmap
Scope                                                                                  Competition

                                          Process
Test                                                                                    Interviews
                                 Review               Requirements

         Evaluation                                                    Research
                                          Service Design

                                                                                    Personas
  Prototype


                                          Design                            Sketch

               Detailed Design                               Concept
Business

                  More
              Elements of
 Manage      User Experience     Strategy

                Process         f ce
                              o n
                           ts rie
                         en pe
Evaluation            em Ex
                     l r           Research
                    E e
                      s
                    U

                 Design
Team members:




Look Around You
Total influence on UX

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
*   focus attention
*   define way of working
*   know what (not) to do
*   deliver successfully
Look Around You
                 Influence the
                User Experience


peter boersma
@pboersma
Look Around You - Influences on UX (UX Sofia)

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Look Around You - Influences on UX (UX Sofia)

  • 1.
  • 2. Look Around You Influences on User Experience peter boersma @pboersma
  • 3.
  • 4.
  • 5.
  • 8.
  • 9. ?
  • 11. Business Manage Strategy Process Evaluation Research Design
  • 12. Business More Elements of User Experience Manage Strategy f ce o n Process ts rie en pe em Ex El er Evaluation s Research U ( typical ) User-Centered Design Design
  • 13. Pitch Estimate Business Optimize Scenarios Beta Position Roles Manage Strategy Steps Roadmap Scope Competition Process Test Interviews Review Requirements Evaluation Research Service Design Personas Prototype Design Sketch Detailed Design Concept
  • 14. for each deliverable I will show: * the team member * an example & how-to * input by the UX team * influence on UX
  • 15. Pitch Business Estimate Scenarios
  • 17.
  • 18.
  • 19.
  • 20.
  • 21. X
  • 22.
  • 23.
  • 24. How-To for Pitching 1. en-vision the future by visualizing it 2. set expectations for their contribution
  • 25. UX input for a Pitch * visions of the future * partial solutions * (answers to RFP & questions)
  • 26. influence of the Pitch on UX * define UX Vision I * inspire & get inspired I * determine budget I * set expectations I * analyze competition I
  • 27. Pitch Business Estimate Scenarios
  • 30. “many” and “a lot” are good first guesses!
  • 31. input for estimates output scope items requirements assumptions approach calculations team skills explanations experience with subject risks experience with client experience of client when available when possible
  • 32. output example output assumptions assuming we design 10 wireframes (5 complex + 5 medium) plus 15 components calculations we estimate we need 300 hours (explanations) (5x16 + 5x8) + (15x12) risks but we don’t know the documentation needs of the developer
  • 33. How-To for Estimating 1. you determine what gets estimated 2. explore every assumption you make (3. keep estimates honest; use any margins to wow the client)
  • 34. UX input for an Estimate * assumptions * what’s easy/hard? * estimates for deliverables * risks
  • 35. influence of an Estimate on UX * define UX Vision I * inspire & get inspired I * determine budget II * set expectations II * analyze competition I * focus attention I * define way of working I
  • 36. Pitch Estimate Business Scenarios
  • 38.
  • 39.
  • 40.
  • 41. How-To for Scenarios 1. research trends and explore the future 2. define scenarios to help you decide which battles to fight
  • 42. UX input for a Scenario * trend research * human needs (they don’t change that fast) * stories that link needs with trends
  • 43. influence of a Scenario on UX * define UX Vision II * inspire & get inspired I * determine budget II * set expectations III * analyze competition I * focus attention I * define way of working I
  • 44. Position Strategy Competition
  • 46. sales service client client core brand client communities client
  • 47. communities Competitor client client Competitor Big Big Competitor Competitor sales service Competitor Competitor Competitor Competitor client Competitor core brand
  • 48. How-To for Positioning 1. create a map 2. find the spot that matches your vision 3. see who is there 4. identify differences
  • 49. UX input for Positioning * attributes that are important to users * competitors, in terms of UX * scope-items that differentiate
  • 50. influence of Positioning on UX * define UX Vision III * inspire & get inspired I * determine budget II * set expectations III * analyze competition II * focus attention II * define way of working I
  • 51. Position Strategy Competition
  • 53.
  • 54.
  • 55.
  • 56.
  • 57.
  • 58. How-To for Competitive Analysis “know your enemy” (Sun Tzu, The Art of War)
  • 59. UX input for Competitive Analysis * competitors, in terms of UX * SWOT analyses
  • 60. influence of Competitive Analysis * define UX Vision III * inspire & get inspired II * determine budget II * set expectations III * analyze competition III * focus attention II * define way of working I * know what (not) to do I
  • 62. Design Sketch Detailed Design Concept
  • 63. Test Evaluation Prototype
  • 64. Optimize Beta Manage Scope
  • 66. essential pick just a few of these for your project! quick winner! win easy hard repair quality contribution
  • 67. How-To for Scoping 1. rank all candidate scope items 2. determine their dependencies 3. select the winners
  • 68. UX input for Scoping * what’s easy/hard? * what’s essential? * what should go together?
  • 69. influence of Scoping on UX * define UX Vision III * inspire & get inspired II * determine budget III * set expectations IIII * analyze competition III * focus attention III * define way of working I * know what (not) to do II
  • 70. Optimize Beta Manage Scope
  • 71. Team member: The Alfa Beta Manager
  • 72. beta flow @news @news Beta New Current Beta New
  • 73.
  • 74.
  • 75.
  • 76.
  • 77. How-To for Betas 1. tell users what you’re going to do 2. do it 3. tell them what you have done
  • 78. UX input for Beta * what should go together? * what to measure? * analysis of feedback * responses to feedback
  • 79. influence of Beta tests on UX * define UX Vision III * inspire & get inspired II * determine budget III * set expectations IIIII * analyze competition III * focus attention IIII * define way of working I * know what (not) to do III
  • 80. Optimize Beta Manage Scope
  • 82. A
  • 83. B
  • 84. C
  • 85.
  • 87. How-To for Optimizing 1. experiment to learn what works with YOUR users 2. GOTO 1
  • 88. UX input for Optimization * UX version of Key Performance Indicators * alternative designs * analysis of usage
  • 89. influence of Optimizing on UX * define UX Vision III * inspire & get inspired II * determine budget III * set expectations IIIII * analyze competition III * focus attention IIII * define way of working I * know what (not) to do IIII
  • 90. Pitch Estimate Business Optimize Scenarios Beta Position Manage Strategy Scope Competition Test Interviews Evaluation Research Personas Prototype Design Sketch Detailed Design Concept
  • 91. Roles Steps Roadmap Process Review Requirements Service Design
  • 92. Roles Steps Roadmap Process Review Requirements Service Design
  • 94. T-model wide experience knowledge deep
  • 95. information architecture T-model user experience
  • 96. T-model user experience interaction design
  • 97. interaction design T-model information architecture user experience
  • 98. user research visual design interaction design information architecture T-model usability testing user experience prototyping
  • 99. How-To for Team Roles 1. build a team, made of overlapping T-shapes 2. keep the team balanced over time
  • 100. UX input for Team Roles * team skills * required skills * gap analysis * career plan
  • 101. influence of Team Roles on UX * define UX Vision III * inspire & get inspired II * determine budget III * set expectations IIIII * analyze competition III * focus attention IIIII * define way of working II * know what (not) to do IIIII * deliver successfully I
  • 102. Roles Steps Roadmap Process Review Requirements Service Design
  • 104. X
  • 105. moment moment moment moment progress progress progress progress Area progress progress Area progress progress progress progress Area Area Area
  • 106.
  • 107. How-To for Roadmaps 1. define the future of the system 2. identify incremental, meaningful steps
  • 108. UX input for Roadmaps * areas for progress * scope items per area * estimates * what should go together?
  • 109. influence of Roadmaps on UX * define UX Vision IIII * inspire & get inspired II * determine budget IIII * set expectations IIIIII * analyze competition III * focus attention IIII * define way of working II * know what (not) to do IIII * deliver successfully II
  • 110. Roles Steps Roadmap Process Review Requirements Service Design
  • 112. ? A B
  • 113. A 1 2 3 4 B 4a 2a C 1 3 4b 5 6 D 2b 4c
  • 114. na A P rso M Pe TE SI ir e- wire fram re qu es usabi ts lity m en test re en design proto- Sc principles W F LO type
  • 115. u ire- design wire proto- req ts principles fram es men type 1 2 3 4 AP s ona M n usabi Per TE Sc ree lity te st SI FL OW
  • 116. user concept detailed prototype & research design design evaluate
  • 117. user research detailed design concept C design D prototype & prototype & evaluate evaluate
  • 118. ? A 1 2 3 4 B
  • 119.
  • 120.
  • 121.
  • 122.
  • 123.
  • 124.
  • 125.
  • 126.
  • 127.
  • 128.
  • 129.
  • 130.
  • 131. wire u ire- design fram es proto- req ts principles men type user concept detailed prototype & reseach design design evaluate AP s ona M usabi Per TE n lity te st SI Sc ree FL OW
  • 132. How-To for Design Processes 1. brainstorm steps 2. create diagram 3. document process (do NOT copy someone else’s diagram)
  • 133. UX input for Design Processes * team deliverables * preferred way of working * team responsibilities
  • 134. influence of Design Processes * define UX Vision IIII I * inspire & get inspired II * determine budget IIII * set expectations IIIIIII * analyze competition III * focus attention IIIIII * define way of working III * know what (not) to do IIIIII * deliver successfully III
  • 135. Roles Steps Roadmap Process Review Requirements Service Design
  • 136. Pitch Estimate Business Optimize Scenarios Beta Position Roles Manage Strategy Steps Roadmap Scope Competition Process Test Interviews Review Requirements Evaluation Research Service Design Personas Prototype Design Sketch Detailed Design Concept
  • 137. Business More Elements of Manage User Experience Strategy Process f ce o n ts rie en pe Evaluation em Ex l r Research E e s U Design
  • 138.
  • 139.
  • 140.
  • 142. Total influence on UX * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully
  • 143. Look Around You Influence the User Experience peter boersma @pboersma