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Axure Planning and Logistics
 

Axure Planning and Logistics

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The deck of the presentation I gave at the Axure Users Meetup, Chicago, May 2, 2013

The deck of the presentation I gave at the Axure Users Meetup, Chicago, May 2, 2013

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  • Website: http://www.artandtech.comFeel free to contact me.
  • Release Management – Problem StatementChange is inherent in any software project and more so when multiple releases are planned: Over the years of development, items that formed the original set of requirements are dropped, recast, missed, deferred, and new ones are added – in response shifts and pressures in underlying business and technology drivers that shaped them. The release roadmap itself is subject to change, as point releases are added and major releases recast. In this context, managing change for the highly iterative UX part of the project is labor and time consuming and often not effective due to gaps in methodology and tools designed specifically for the UX discipline. Having to deal in parallel with releases in different stages in the development life cycle adds to the complexity and challenges of tracing requirements, change requests (CRs) and defects to the UI because in essence, the team needs to manage multiple UI specifications. Quality and release schedules are at risk.Some of the complexity and risk can be mitigated by addressing known bottle necks that exist in the communication channels between the UX team and its partners, primarily business and technology:Capture business and functional requirements in a shared database instead of Word and Excel (the traditional method). Associate each record with a corresponding UI element and specification.Use of an agreed-upon set of definitions, tags and communication protocol to update the release attributes of requirements, CRs and their corresponding UI references. Gain the ability to generate just-in-time sets of release requirements to support UI updates and accurate traceability at a fraction of the time and effort involved in the traditional method.
  • Website: http://www.artandtech.comFeel free to contact me.

Axure Planning and Logistics Axure Planning and Logistics Presentation Transcript

  • Axure Planning and LogisticsAxure Users Meetup, Chicago May 2, 2013Ezra Schwartzhttp://www.linkedin.com/in/ezraschwartz
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsIntroductionsAttendee responses to a pre-session survey – Q1
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsIntroductionsAttendee responses to a pre-session survey – Q2
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsIntroductionsAttendee responses to a pre-session survey – Q3
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsIntroductionsAttendee responses to a pre-session survey – Q4
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsIntroductionsAttendee responses to a pre-session survey – Q5
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsIntroductionsAttendee responses to a pre-session survey – Q6
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsWorking (with Elizabeth Srail) on the book:‘Prototyping Essentials with Axure 7’1 thing about me(The rest you can find on the web)
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics1.5 more things about me(you will not find on the web):Thing 1:Working on a large‘responsive’ project
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsThing 1/2Axure is NOT being used.1.5 more things about me(you will not find on the web):
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsSo, what gives?
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsMobile First changes howorganizations drive theirUX needs.UX Risk: Axure prototypes are gettingmore complex because we need to optimizeUX for 3+ delivery layouts .1. Times They Are a-Changin’what, again?!
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsNew and emerging interaction models fortouch, speech, display, body & brain. Themeaning of UX changes radically.UX Risk: Axure prototypes are limited towhen it comes to simulating experiencesacross multitude of interaction styles.2. Anything Goes
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsAxure implementation is a risk for UXteams, especially on complex projects:• Skill levels• Keeping team in sync• Consistency of construction• Generating Specs• Quality and coverage of annotations3. Axure Scalability
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsAxure Planning & LogisticsSession Objective:Learn how to operateAxure with your brain*.* = Not included with purchase.Think first, Axure next.
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsAxure Planning & Logistics• For Success• For Sanity &Profit1. Align 2. EstimateUX Project*= But that’s for another meetup.• ForControlledChaos*3. Construct
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsTonight:Xtremly-Rapid Axure UX…
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsThe Simulation:iPetChicken.ComFriendship is Better than Soup.™
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsWhat is it?ClientiPetChicken.com:“A marketplace for pet chickens”• Local framers offer live pet chickens.• People choose & purchase live pet.• Vets offer chick care.• Up-sale market for accessories.• Cleaning and sanitation services.• Many more features…
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsPay Attention to DetailsClientiPetChicken.com:• New brand, well established company.• Must to be up in 3 months.• We kinda know what we want.• CAN YOU DO IT?YouO. K…Underlined text signs of potential trouble.
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsAxure Planning & Logistics• For Success• For Sanity &Profit• ForControlledChaos*1. Align 2. Estimate 3. ConstructUX Project
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsTask: Take it or leave it?1. Come up with as many questions that wouldinform your thoughts about:1. Accepting the project2. Maximizing Axure.Activity: Align Expectations
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsActivity Align Expectations15MinTask: Take it or leave it?What is it? Gray Matter (warning signs)• Local framers offer live pet chickens.• People choose & purchase live pet.• Vets offer chick care.• Up-sale market for accessories.• Cleaning and sanitation services.• New brand, well established company.• Must to be up in 3 months.• We kinda know what we want.• We want to add many more features…Come up with as many questions that wouldinform your thoughts about:1. Accepting the project2. Maximizing Axure.
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsDiscussion
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsQuestions, Answers and ImplicationsActivity Align ExpectationsQuestion Answer ImplicationsDo you have businessrequirements?Not really Scope creep, constant change,What about mobile? Must!!! Triple design effort upfrontBranding and visual Design? Need to do that Build in extra time for approvalof visualUsability testing? Sure! Is there enough time?What fidelity the prototype? ? Educate – Hi-lo fid prototypesWhat about Specifications? Must! Is there a sample? What level ofdetail?Where is Development done? Overseas Signoffs, Change Controls,TraceabilityCan I/we use Axure Yes You want to know this as soonas possible…
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsQuestions, Answers and AxureActivity Align ExpectationsQuestion Answer Axure ImpactDo you have businessrequirements?Not really Flexibility in construction.Minimize complex codingWhat about mobile? Must!!! Construction strategyBranding and visual Design? Need to do that Refactor prototype to includeUsability testing? Sure! What flows to prototypeWhat fidelity the prototype? ? Think about managing changeWhat about Specifications? Must! Impact on wireframesconstructionWhere is Development done? Overseas Impact on construction to insurehighly consumable (detailed)documentation.Can I/we use Axure Yes You want to know this as soonas possible…
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsAxure Planning & Logistics• For Success✓• For Sanity &Profit• ForControlledChaos*1. Align 2. Estimate 3. ConstructUX Project
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsActivity: Planning Fallacies AvoidanceiPetChicken.ComFriendship is Better than Soup.™
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics• Q1: How many working days in amonth (Say, May 2013)?A. 31B. 23C. 22D. 20Planning Fallacies Avoidance Quiz:
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics• Q1: How many working days in amonth (Say, May 2013)?A. 31 (I am a machine)B. 23 (I love my weekends)C. 22 (Weekends + Monday Memorial day)D. 20 (The above + I’m human, I get sick, PTO, etc.)Planning Fallacies Avoidance Quiz:Diff from Hi2Lo = ~30% > Great buffer for death march!
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics• Q2: How many working hours in aan average working day ?A. 24B. 16C. 12D. 8E. 3Planning Fallacies Avoidance Quiz:
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics• Q2: How many working hours in aan average working day ?A. 24 (I was cloned)B. 16 (I don’t have a life)C. 12 (I’m dedicated)D. 8 (I have a life outside of work)E. 3 (What is ‘work’? + I have a life outside of work)Planning Fallacies Avoidance Quiz:
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsThe Schedule Planning ParadoxItem Project Plan YouHours in May ‘13 8x22=176 (100%) 3x20=60 (30%)Time to think 0 20%Time allocated forstakeholder postreview impact0 10%Time allocated fordealing with snugs0 20%Time allocated togoofing off0 10%Time allocated toPTO/Illness0 10%Total 100% 100%The project plan accounts 100% of hourstowards ‘work’ while you can only put 30%.
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsAll Kinds of InputsBizReqsConstraintsUserRolesAxureManyOtherUserTasks UIAxureProtoUI SpecsDeliverablesTraceabilityMatrixOtherReportsWork Products/DeliverablesProgressReportsUT &AnalysisBasic Axure Workflow
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsTask: Devise A 3 Months PlanRealistic & Profitable, Accounts for Axure BottlenecksDiscoveryAnalysisHigh-Level ConceptDetailed DesignSpecificationsWires,Branding,PrototypeModels,Wires,PrototypeModels,Flows,StrategyBusiness &UsersResearchMeaningfullyConsumableannotations+UT+UTRequirements15min
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsDiscussion
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsActivity Axure ImpactRequirements Massive to CrazyResponsive Considerable to MassiveVisual Design Considerable to MassiveUsability Testing Considerable to MassiveAxure Prototype Considerable to MassiveSpecs Document/s Considerable to CrazyGeneric Flux & Churn Clusters
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsA Few Axure Time Hogs HedgesHighly-nested Dynamic Panels Avoid nesting over 3 layers deepRefactor prototype to incorporatevisual designCreate and use custom widget stylesMastersComplex interactions involvingvariables and logic.Document what is going on,especially variables. CreateUse prototype for UT Determine agreed scenarios FIRST,prototype to these.Generate consumable specificationsout of a highly interactive prototypeused for presentations and UTConsider prototype for UT and onefor Specs.Axure Flavored Flux & Churn Clusters
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics• Reality Checks• Pushback on unrealistic timelines• 9 women can not deliver a baby in 1 months – insist ontime to THINK, REVIEW and REFACTOR AXURE• Change Management• Insist on formal process for signoffs on requirements,• Formal process for Change Control• Traceability• Referential integrity – Implement naming conventionproject-wide and at least in Axure.Summary – Avoid Muddy Waters
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics• Improve Communication with stakeholders:• Show samples before you begin.• Collaborate with consumers of deliverablesin developing their format.• Pushback on making the entire prototype Hi-Def – Just because you can does not mean itmakes sense• Prototype towards agreed core scenarios• Make the annotated prototype availableonline• Create short videos demonstrating the UXSummary – Communicate and Align Expectations
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsExample:sample to gain artifact acceptance before starting
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics• Capture business and functional requirements in a sharedrequirements management tool instead of Word and Excel(the traditional method).• Implement a naming convention scheme in Axure toassociate requirements with a corresponding UI element inthe specification.• Plan the Axure file so you can generate just-in-time sets ofrelease requirements to support UI updates and accuratetraceability.Summary
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsRelease nRelease 1Build, QA, UATStartRelease Management with Axure & Release Version ControlRequirementsAddModifyDeferDeleteUI SpecChangeRequest,DefectRequirementsUI SpecSummary (Extra)
  • Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & LogisticsJust because with Axureyou can, does not meanyou should.Word of Advice
  • Axure Planning and LogisticsAxure Users Meetup, Chicago May 2, 2013Ezra Schwartzhttp://www.linkedin.com/in/ezraschwartz