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Fitting a square peg into a
round hole
A tale of usability testing in
the agile process
Iteration and user involvement in
Agile (what we know about Agile):
Introducing the Round Hole
Agile Manifesto values

3
Integrating UX into Agile
11/5/2013
A better match
Since Agile methods appear to more
closely match the way people solve
problems, they can be helpful in
solv...
One UX pro gets excited about Agile
First, it’s people oriented.
Second, it is based on the idea or
iteration.
Third and m...
What is user experience (UX) and
why should I care?
Describing the square peg
A definition of UX according to GE
UX Central
User Experience (or UX) is the response a person
has when interacting with a...
A GREAT user experience
Great user experiences are
powered by customer- and usercentric thinking in all aspects of
design ...
User experiences that merit design
attention occur at every stage of
interaction with a GE
product, including
• Product aw...
A Model for integrating UX into Agile
Integrating UX and development
Work out the interface for a story before development starts (Sprint 0)
 Detailed UI desig...
Agile-Usability Breaking it Down
Project Definition:
•
•

•

Sprint 0

Strategic design
Initial user research - study of w...
Agile-Usability Breaking it Down
Sprint 0
Project Definition:
•

Planning for Sprint #1
• Develop use stories (based on ta...
Agile-Usability Breaking it Down
• Sprint # 1

Sprint #1

Input for
Sprint #2

•

Implement UI tested prototypes at Phase ...
Agile-Usability Breaking it Down
Testing
Sprint #1

• Sprint #2
Input for
Sprint #3
Implement UI tested prototypes at Spri...
Involving customers from Sprint 0 on
Collaboration workgroups, comprising
customers from a variety if practices meet
every...
Case Study: Integrating usability
testing into the CPS agile process
Centricity Practice Solutions:
PM & EMR
Project: multiple fixes and upgrades to the
CPS product.
Users:
• PM (practice man...
CPS 11: project information
Nine Scrum teams – five on EMR projects and
four on PM projects.
•

Sprint Reviews on
Thursday...
Basic usability test cycle

20
Integrating UX into Agile
11/5/2013
Weeks one & two: detailed

21
Integrating UX into Agile
11/5/2013
Weeks three & four detailed

22
Integrating UX into Agile
11/5/2013
Usability test plan
• Identify doctors, nurses and other clinical
help to participate
• Find a convenient time for their s...
Scrum teams iteration
Sprint Planning
Scrum teams take the results of the usability
test and review.
Create user stories from the results.
Prior...
Issues Encountered
• Scrum teams not recognizing the value of
the results and not prioritizing the stories
with the fixes....
Making it work
Cooperation from Scrum teams.
Prototypes from systems engineers.
Participation from customers.

27
Integrat...
Other UX techniques involving users
Cognitive walk-through
Contextual inquiry
Face to face usability testing (typically
co...
References
Beyer, High (2012) Contextual Design Workshop for GE
Carmichael, Sean (2012) Hugh Beyer—Getting Started with UX...
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Fitting a square peg in a round hole

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A tale of integrating user research into the agile process. This is a case study, as well a potential method of integrating user-centered design processes and usability testing into the sprint process.

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Transcript of "Fitting a square peg in a round hole"

  1. 1. Fitting a square peg into a round hole A tale of usability testing in the agile process
  2. 2. Iteration and user involvement in Agile (what we know about Agile): Introducing the Round Hole
  3. 3. Agile Manifesto values 3 Integrating UX into Agile 11/5/2013
  4. 4. A better match Since Agile methods appear to more closely match the way people solve problems, they can be helpful in solving the types of complex, interrelated problems organizations increasingly call upon UX designers to address. Peter Hornsby Can UX be Agile? UX Matters 10-2009 4 Integrating UX into Agile 11/5/2013
  5. 5. One UX pro gets excited about Agile First, it’s people oriented. Second, it is based on the idea or iteration. Third and most important it’s based on the idea what on every iteration you get real customer feedback and change you direction based on that feedback. Hugh Beyer, in an interview with Jared Spool UIE Brainsparks, 03/16/2012 5 Integrating UX into Agile 11/5/2013
  6. 6. What is user experience (UX) and why should I care? Describing the square peg
  7. 7. A definition of UX according to GE UX Central User Experience (or UX) is the response a person has when interacting with a product or service: the tactile, visual, and auditory impressions, the conceptual model he or she constructs to make sense of features and functionality, and the human emotions evoked by a product's use (e.g., frustration or delight). 7 Integrating UX into Agile 11/5/2013
  8. 8. A GREAT user experience Great user experiences are powered by customer- and usercentric thinking in all aspects of design and development. 8 Integrating UX into Agile 11/5/2013
  9. 9. User experiences that merit design attention occur at every stage of interaction with a GE product, including • Product awareness • Selection and purchase • Delivery and packaging • Installation and configuration • Training and ramp up • Operation via the user interfaces • Support and services • Maintenance and upgrade • De-installation and disposal 9 Integrating UX into Agile 11/5/2013
  10. 10. A Model for integrating UX into Agile
  11. 11. Integrating UX and development Work out the interface for a story before development starts (Sprint 0)  Detailed UI design  Final iteration with users Work with development during the iteration  Communicate design to developer  Consult on detailed behavior Test implementation with users in the following iteration Sprint 1 Sprint 2 Sprint 3 Sprint 4 UX team designs story 1 UX team designs story 2 UX team consults on story 1 UX team designs story 3 UX team consults on story 2 UX team tests story 1 UX team consults on story 3 UX team tests story 2 Dev team builds story 1 Dev team builds story 2 Dev team builds story 3
  12. 12. Agile-Usability Breaking it Down Project Definition: • • • Sprint 0 Strategic design Initial user research - study of work practice • Methods: for example, Contextual Inquiry, Observation, Task Analysis, Workflow discussion, Collaboration workgroup • Activities: Interpretation Sessions and Affinity Diagrams • Deliverables: • Understand/document the use environment • Develop personas • Develop storyboards and prototypes Concept testing – paper prototyping testing (high level) • Methods: Cognitive Walk-throughs & prototype usability testing (remote) • Usually two rounds for confidence in vision and user stories are realistic 12 Integrating UX into Agile 11/5/2013
  13. 13. Agile-Usability Breaking it Down Sprint 0 Project Definition: • Planning for Sprint #1 • Develop use stories (based on task cards) • Develop prototypes for what will be coded in sprint #1 • Test prototypes for sprint #1 development • Methods: usability testing, cognitive walk through, heuristic analysis, SUS • Tools: Morae, WebEx 13 Integrating UX into Agile 11/5/2013
  14. 14. Agile-Usability Breaking it Down • Sprint # 1 Sprint #1 Input for Sprint #2 • Implement UI tested prototypes at Phase 0 for coding in sprint #1 • Planning for Sprint #2 • Develop use stories • Develop prototypes for what will be coded in sprint #2 • Test prototypes for sprint #2 development • Methods: usability testing, cognitive walk through, heuristic analysis, SUS • Tools: Morae, WebEx 14 Integrating UX into Agile 11/5/2013
  15. 15. Agile-Usability Breaking it Down Testing Sprint #1 • Sprint #2 Input for Sprint #3 Implement UI tested prototypes at Sprint #1 for coding in Sprint #2 Sprint #2 • • Usability Test completed UI from Sprint #1 to ensure nothing was lost in the translation • Methods: remote usability testing, cognitive walk through, SUS, • Tools: Morae, WebEx • Planning for Sprint #3 • Develop use stories (based on task cards) • Develop prototypes for what will be coded in Sprint #3 • Test prototypes for sprint #3 development 15 Integrating UX into Agile 11/5/2013
  16. 16. Involving customers from Sprint 0 on Collaboration workgroups, comprising customers from a variety if practices meet every other week. They review sketches and prototypes and share how they see their office workflow in relation to the prototype. The UX rep and Systems Engineers revise the prototypes and review again (iterating). 16 Integrating UX into Agile 11/5/2013
  17. 17. Case Study: Integrating usability testing into the CPS agile process
  18. 18. Centricity Practice Solutions: PM & EMR Project: multiple fixes and upgrades to the CPS product. Users: • PM (practice management) – Billing office management & personnel • EMR (electronic medical records) – Providers (medical staff) 18 Integrating UX into Agile 11/5/2013
  19. 19. CPS 11: project information Nine Scrum teams – five on EMR projects and four on PM projects. • Sprint Reviews on Thursday mornings • Sprint planning on Thursday afternoons 19 Integrating UX into Agile 11/5/2013
  20. 20. Basic usability test cycle 20 Integrating UX into Agile 11/5/2013
  21. 21. Weeks one & two: detailed 21 Integrating UX into Agile 11/5/2013
  22. 22. Weeks three & four detailed 22 Integrating UX into Agile 11/5/2013
  23. 23. Usability test plan • Identify doctors, nurses and other clinical help to participate • Find a convenient time for their sessions • Create the usability tasks • Pre-test with internal folks • Conduct the test 23 Integrating UX into Agile 11/5/2013
  24. 24. Scrum teams iteration
  25. 25. Sprint Planning Scrum teams take the results of the usability test and review. Create user stories from the results. Prioritize – integrate into next Sprint or place in backlog? 25 Integrating UX into Agile 11/5/2013
  26. 26. Issues Encountered • Scrum teams not recognizing the value of the results and not prioritizing the stories with the fixes. • Lack of clarity or, in some cases, lack of anything to test. 26 Integrating UX into Agile 11/5/2013
  27. 27. Making it work Cooperation from Scrum teams. Prototypes from systems engineers. Participation from customers. 27 Integrating UX into Agile 11/5/2013
  28. 28. Other UX techniques involving users Cognitive walk-through Contextual inquiry Face to face usability testing (typically conducted during the biannual user conference). Site visits. 28 Integrating UX into Agile 11/5/2013
  29. 29. References Beyer, High (2012) Contextual Design Workshop for GE Carmichael, Sean (2012) Hugh Beyer—Getting Started with UX Inside Agile Development (www.uie.com) Hornsby, Peter (2009) Can UX be Agile? UX Matters (www.uxmatters.com) Nodder, Chris & Jakob Nielsen (2009) Agile Usability: Best practices for User Experience on Agile Development Projects. Nielsen Norman Group (www.nngroup.com) Spool, Jared M (2012) UX and Agile Development: 2012’s Challenged and Opportunities (www.uie.com) 29 Integrating UX into Agile 11/5/2013
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