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The Dual-Track Agile UX Process at Dell EMC

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You'll learn:

- How to design ahead of development without chaos
- How to conduct user research within Agile
- How to deliver consistent UX on tight timelines

Publicada em: Design
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The Dual-Track Agile UX Process at Dell EMC

  1. 1. Dual Track Agile for Enterprise Creative Teams The long night of disruption and impossible deadlines.
  2. 2. © Copyright 2017 Dell Inc.2 Ian Armstrong Senior UX Designer Dell EMC Dell Digital Studio
  3. 3. © Copyright 2017 Dell Inc.3 Let’s get aligned UI is an ArtifactDesign is a System So what is Agile?UX is a Process
  4. 4. © Copyright 2017 Dell Inc.4
  5. 5. © Copyright 2017 Dell Inc.5
  6. 6. © Copyright 2017 Dell Inc.6 So let’s talk about Agile 2 weeks 24 hours Product Backlog Prioritized by business value Sprint Backlog Estimated, Ready Sprint Iterative Loop Build, Test, Modify
  7. 7. The Promise The Reality Image Credit: Google Ventures
  8. 8. The Promise Teams receive a prioritized backlog of user stories that break the production process into manageable chunks. The chunks are estimated and producing them exposes team velocity. Accurate completion dates an be inferred. The burndown chart closes in on zero as the team works through a known backlog. Design teams have long and frustrating Sprint planning meetings because backlog items are poorly defined. They have slow velocity as well as poor design because details are still being worked out during the Sprint. The amount of waste and rework is very high because backlog items have not been validated. The Reality
  9. 9. Gestalt: a structure, arrangement, or pattern of physical, biological, or psychological phenomena so integrated as to constitute a functional unit with properties not derivable by summation of its parts.
  10. 10. Stakeholder: A stakeholder is anyone who can derail the train.
  11. 11. #designerproblems The struggle is real
  12. 12. © Copyright 2017 Dell Inc.12 Pure UX is Waterfall Know the User Thrives on Preparation Execute the Design Know the Business
  13. 13. © Copyright 2017 Dell Inc.13 Oh look, it’s a cone of uncertainty
  14. 14. © Copyright 2017 Dell Inc.14 So yes there are two tracks to agile in a creative unit
  15. 15. © Copyright 2017 Dell Inc.15 The Delivery Track There are two Agile tracks Aligning Delivery With Human Centered Design The Ideation Track
  16. 16. Dual Track Agile The Purist’s Approach
  17. 17. © Copyright 2017 Dell Inc.17 The Lenses of Human Centered Design Design and Development work together with stakeholders to ensure that solutions meet three criteria: 1. Desirable Users find the design both useful and more effective than their current options. 2. Viable The company is able to sustain the demands of the design in terms of resource output and ongoing financial commitments. 3. Feasible The solution is designed in a way that is technically possible given the resource and time constraints involved. DESIRABILITY VIABILITYFEASIBILITY BUSINESS OBJECTIVES VALUE PROPOSITIONS
  18. 18. The Discovery Track The Discovery track is all about quickly generating validated product backlog items. Research sprints focus on discovering a set of user needs and articulating them as problem statements. Design sprints focus on creating a working prototype from research sprint insights. The Delivery track is all about generating releasable prototypes. Interaction designers, visual designers, copywriters, and UX Engineers refine prototypes into production-ready assets. User testing focuses on optimizing designs rather than validating backlog disruptive ideas. The Delivery Track
  19. 19. The Research Sprint (4 days) Interpret and test initial stakeholder requirements using a “quick win” prototype Discover what we don’t yet know about the user’s needs and process Validate a high concept and unpack it for focused creative work Move the project from actionable insight to a working prototype through rapid ideation Practice team ideation and deep discussion of ideas during the sketch & decide days Build and test a clickable prototype as a proof-of concept for delivery The Design Sprint (5 days)
  20. 20. The Research Sprint Articulate the problem and ensure the desirability and utility of the opportunity statement.
  21. 21. © Copyright 2017 Dell Inc.21 The Research Sprint • A sprint model pioneered by Google Ventures • Business needs are expressed by the product owner as a high level product proposal but there are many unknowns. • The research sprint answers a lot of important questions about the proposed idea: – Is there a market for this product? – Will the product help people solve their problems? – What should we build? – Do people understand this product? – Will people find the product useful? – Is the product we are building usable?
  22. 22. © Copyright 2017 Dell Inc.22 Research Sprint: The Components 1. A set of questions and assumptions 2. Intentional and selective recruiting 3. A realistic prototype you can test. † 4. Five one-on-one interviews combining broad discovery questions with task-based evaluation of a prototype or current product 5. Real-time summarization of findings † This is based purely on the stakeholder problem statements / proposals and does not have to be the result of a design sprint.
  23. 23. © Copyright 2017 Dell Inc.23 Research Sprint: The Four Day Plan • Day One: Start recruiting participants Designers should begin working on a quick-win prototype based purely on stakeholder requirements. • Day Two: Schedule participants and draft the interview guide • Day Three: Finalize the schedule and complete the interview guide The quick-win prototype should be nearly complete. This is a good time for the researchers and designers to review one another’s work. • Day Four: Test participants and summarize findings
  24. 24. The Design Sprint Unpack the problem statement and approach the solution from multiple angles
  25. 25. © Copyright 2017 Dell Inc.25 The Design Sprint: • A sprint model pioneered by Google Ventures • The sprint is a five-day process for answering critical business questions through design, prototyping, and testing ideas with customers. • Working together in a sprint, you can shortcut the endless-debate cycle and compress months of time into a single week. • Instead of waiting to launch a minimal product to understand if an idea is any good, you’ll get clear data from a realistic prototype.
  26. 26. © Copyright 2017 Dell Inc.26 Design Sprint: The Components • Unpack What do we know? • Sketch How would you solve it? • Decide Okay so what are the best ideas? • Prototype Turn it into a clickable interface • Test Dear users… did we nail it?
  27. 27. © Copyright 2017 Dell Inc.27 As usual, Enterprise breaks everything good in the world
  28. 28. © Copyright 2017 Dell Inc.28 In enterprise installing a new process isn’t so much about turning the ship, it’s about turning the iceberg.
  29. 29. © Copyright 2017 Dell Inc.29 1. Stakeholders are busy people 2. Decision makers want a top-line summary, not details 3. Designers find it frustrating to have to do their ideation with stakeholders in the room 4. Businesses are execution focused. 5. Agile purists will tell you the design sprint is waterfall masquerading as agile 6. They’re intensely exhausting. 7. They don’t understand the deliverable 8. They like to tell you what is impossible 9. Modern enterprises are super virtualized. 10. Lack of consistent user information
  30. 30. © Copyright 2017 Dell Inc.30 How to make dual-track enterprise agile work • Evangelize goal-directed design • Know the lenses of Human Centered Design • Learn how to write, work with, and love KPIs • Establish a consistent project intake with a UX Brief • Constantly communicate the value, especially after a conflict DESIRABILITY VIABILITYFEASIBILITY BUSINESS OBJECTIVES VALUE PROPOSITIONS
  31. 31. The UX Brief
  32. 32. © Copyright 2017 Dell Inc.32 The UX Brief 1. Describe the business opportunity 2. What business objectives capitalize on the opportunity? 3. How can we measure the objectives as conversions? 4. What are our primary user types and what do we know about their behaviors? 5. Where and how is the user interacting with our product? 6. What budget, time, or platform constraints exist? 7. Is there any specific creative direction that needs to be followed outside of the standard branding guidelines?
  33. 33. Oh, did I mention nobody has time for this s**t?
  34. 34. © Copyright 2017 Dell Inc.34 Unpacking the Data when there is too much of some and not enough of the rest.
  35. 35. © Copyright 2017 Dell Inc.35 Sketch Day When most of you can’t be in the same room.
  36. 36. © Copyright 2017 Dell Inc.36 Discuss Day The stakeholders all get to be cops again, but now they’re your friends. DESIRABILITY VIABILITYFEASIBILITY BUSINESS OBJECTIVES VALUE PROPOSITIONS
  37. 37. © Copyright 2017 Dell Inc.37 Prototyping Day When most of you can’t be in the same room.
  38. 38. © Copyright 2017 Dell Inc.38 Test Day All you really need to do here is think ahead and have a budget
  39. 39. So here’s what is going to happen your first time
  40. 40. Q&A Session