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Designing for
User Experience (UX)
    Eric F. Shaver, Ph.D.
            July 2012

   Working Presentation: UX12-1


                                  1
This slide deck is a working presentation in draft form.

It is being distributed to facilitate comment and
discussion in the user experience (UX) community.

If you have questions, comments, or suggestions,
please contact the author.



                                                           2
Overview
• Introduction

• HFE, Usability, UX, UE, & UCD - How Do They Fit
  Together?

• The Process

• UX & Agile

• Take Home Message
                                                    3
HFE, Usability, UX, UE, & UCD –
How Do They Fit Together?




                                  4
Human Factors & Ergonomic (HFE)
• HFE is a unique scientific discipline that
  systematically applies the knowledge of human
  abilities and limitations to the design of systems
  with the goal of optimizing the interaction between
  people and other system elements to enhance
  safety, performance, and satisfaction.

• In simpler terms, HFE focuses on designing the world
  to better accommodate people.



                                                         5
Usability
• “Extent to which a product can be used by specified
  users to achieve specified goals with effectiveness,
  efficiency and satisfaction in a specified context of
  use.”
   • “Guidance for Usability” - ISO 9241-11 (1998)



• But … is a “usable” technology sufficient???




                                                          6
User Experience (UX)
• "User experience" encompasses all aspects of the end-user's
  interaction with the company, its services, and its products.
  The first requirement for an exemplary user experience is to
  meet the exact needs of the customer, without fuss or
  bother. Next comes simplicity and elegance that produce
  products that are a joy to own, a joy to use. True user
  experience goes far beyond giving customers what they say
  they want, or providing checklist features. In order to achieve
  high-quality user experience in a company's offerings there
  must be a seamless merging of the services of multiple
  disciplines, including engineering, marketing, graphical and
  industrial design, and interface design.
  (http://www.nngroup.com/about/userexperience.html)


                                                                    7
User Engagement (UE)
• It’s a category of user experience characterized by
  attributes of:
   •   challenge,
   •   positive affect,
   •   endurability,
   •   aesthetic and sensory appeal,
   •   attention,
   •   feedback,
   •   variety/novelty,
   •   interactivity, and
   •   perceived user control.

                                                        8
User-Centered Design (UCD)


              Desirable
                  (Users)




     Viable                  Feasible
  (Marketplace)             (Technical)


                                          3 Lenses Model
                                              (IDEO)       9
User-Centered Design (UCD), cont.


              Desirable
                  (Users)                   Innovation
                                           “Sweet Spot”


     Viable                  Feasible
  (Marketplace)             (Technical)


                                          3 Lenses Model
                                              (IDEO)       10
Maslow’s Hierarchy of Needs

                 Self-Actualization

                      Esteem

                    Belonging

                      Safety

                   Physiological




                                      11
UX Design Hierarchy of Needs

                   Desirability

                    Usability

                   Productivity

                  Functionality

                     Safety



                                  12
Factors To Consider In UX Design
• Users - Who will be using it?
   • Sensation, perception, attention, beliefs, attitudes,
     emotions, memory, decision making, and behavior .


• Tasks - What is trying to be accomplished?

• Technology - How will it integrate with other tech?

• Environment - Where will it be used?

• Organization - Barriers for use?                           13
So What’s A Company To Do?




                             14
The Process
• Employ a user-centered design (UCD) approach,
  which incorporates human factors and ergonomics
  (HFE) principles, to facilitate the creation of an
  optimal user experience (UX) to maximize user
  engagement (UE) when interacting with a given
  technology.

• But, how does it work with an agile development
  process?



                                                       15
Agile Development Process




 From: http://javaj2eeplanet.blogspot.com/2010/11/agile-methodology.html
                                                                           16
Agile Development Process, cont.




   From: Wolkerstorfer, et al. (2008). Probing an Agile Usability Process.
                                                                             17
UX & Agile Are Compatible!




  Innovation
    Funnel




                             18
Methods For Gaining Insights From Users
•   Web Analytics     • Remote/Online
•   Product Returns   • Surveys
•   Failed Sales      • Focus Groups
•   Social Media      • Usability Testing
•   Emails              (Objective & Subjective)
•   Phone Calls       • Structured Interviews
•   Forums            • Diaries/Journals
•   Product Reviews   • Longitudinal Use Cases



                                                   19
UX Needs To Be
• Foundational to all organizational efforts.

• Tied to strategy – product & organizational.

• “Married” to the agile development process.

• Continually improving.

• Everyone's responsibility.

                                                 20
User-Centered ≠ User Only Input




                                  21
Multiple Inputs Are Needed

                              User-
               Research-      Driven        Data-
                Driven                      Driven

     Design-                                         Market-
     Driven                                          Driven


                           Technology
  Talent-                      Design,                   Org-
  Driven                   Development, &               Driven
                            Deployment



                                                                 22
Take Home Message
• Know thy user. Design for their needs, wants & desires.

• It’s not about you – it’s about your customers.

• Details matter.

• Continual, synthesized feedback from a variety of users
  results in greater insight.

• Everyone can impact UX.

                                                            23
Additional Resources
• UX Magazine
  • http://www.uxmag.com/


• UXmatters
  • http://uxmatters.com/


• UX Booth
  • http://www.uxbooth.com/


• All About UX
  • http://www.allaboutux.org/
                                 24
Additional Resources, cont.
• Measuring the User Experience
   • http://www.measuringux.com/


• Usability Counts
   • http://www.usabilitycounts.com/


• Boxes and Arrows
   • http://boxesandarrows.com/


• Johnny Holland
   • http://johnnyholland.org/
                                       25
26
Author Biography
            Dr. Shaver is a senior consultant with Benchmark
            Research & Safety, Inc., where he specializes in
            human factors & ergonomics, safety,
            organizational behavior, leadership development,
            user research, and training.

            Dr. Shaver's work has emphasized achieving an
            optimal fit between people, technology, and
            work systems to facilitate safety, performance,
            and satisfaction.

            A specific focus has centered on bridging the
            research-practice gap by synthesizing and
            disseminating the latest scientific findings about
            human capabilities and limitations to the design,
            development, implementation, use, and
            evaluation of technology.

                                                                 27
Contact Information
• Eric F. Shaver, Ph.D.
  Email: eric.shaver@gmail.com
  Blog: www.thehumanfactorblog.com
  LinkedIn: www.linkedin.com/in/ericshaver
  SlideShare: www.slideshare.net/ericfshaver
  Twitter: @ericshaver




                                               28

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Designing for User Experience (UX)

  • 1. Designing for User Experience (UX) Eric F. Shaver, Ph.D. July 2012 Working Presentation: UX12-1 1
  • 2. This slide deck is a working presentation in draft form. It is being distributed to facilitate comment and discussion in the user experience (UX) community. If you have questions, comments, or suggestions, please contact the author. 2
  • 3. Overview • Introduction • HFE, Usability, UX, UE, & UCD - How Do They Fit Together? • The Process • UX & Agile • Take Home Message 3
  • 4. HFE, Usability, UX, UE, & UCD – How Do They Fit Together? 4
  • 5. Human Factors & Ergonomic (HFE) • HFE is a unique scientific discipline that systematically applies the knowledge of human abilities and limitations to the design of systems with the goal of optimizing the interaction between people and other system elements to enhance safety, performance, and satisfaction. • In simpler terms, HFE focuses on designing the world to better accommodate people. 5
  • 6. Usability • “Extent to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use.” • “Guidance for Usability” - ISO 9241-11 (1998) • But … is a “usable” technology sufficient??? 6
  • 7. User Experience (UX) • "User experience" encompasses all aspects of the end-user's interaction with the company, its services, and its products. The first requirement for an exemplary user experience is to meet the exact needs of the customer, without fuss or bother. Next comes simplicity and elegance that produce products that are a joy to own, a joy to use. True user experience goes far beyond giving customers what they say they want, or providing checklist features. In order to achieve high-quality user experience in a company's offerings there must be a seamless merging of the services of multiple disciplines, including engineering, marketing, graphical and industrial design, and interface design. (http://www.nngroup.com/about/userexperience.html) 7
  • 8. User Engagement (UE) • It’s a category of user experience characterized by attributes of: • challenge, • positive affect, • endurability, • aesthetic and sensory appeal, • attention, • feedback, • variety/novelty, • interactivity, and • perceived user control. 8
  • 9. User-Centered Design (UCD) Desirable (Users) Viable Feasible (Marketplace) (Technical) 3 Lenses Model (IDEO) 9
  • 10. User-Centered Design (UCD), cont. Desirable (Users) Innovation “Sweet Spot” Viable Feasible (Marketplace) (Technical) 3 Lenses Model (IDEO) 10
  • 11. Maslow’s Hierarchy of Needs Self-Actualization Esteem Belonging Safety Physiological 11
  • 12. UX Design Hierarchy of Needs Desirability Usability Productivity Functionality Safety 12
  • 13. Factors To Consider In UX Design • Users - Who will be using it? • Sensation, perception, attention, beliefs, attitudes, emotions, memory, decision making, and behavior . • Tasks - What is trying to be accomplished? • Technology - How will it integrate with other tech? • Environment - Where will it be used? • Organization - Barriers for use? 13
  • 14. So What’s A Company To Do? 14
  • 15. The Process • Employ a user-centered design (UCD) approach, which incorporates human factors and ergonomics (HFE) principles, to facilitate the creation of an optimal user experience (UX) to maximize user engagement (UE) when interacting with a given technology. • But, how does it work with an agile development process? 15
  • 16. Agile Development Process From: http://javaj2eeplanet.blogspot.com/2010/11/agile-methodology.html 16
  • 17. Agile Development Process, cont. From: Wolkerstorfer, et al. (2008). Probing an Agile Usability Process. 17
  • 18. UX & Agile Are Compatible! Innovation Funnel 18
  • 19. Methods For Gaining Insights From Users • Web Analytics • Remote/Online • Product Returns • Surveys • Failed Sales • Focus Groups • Social Media • Usability Testing • Emails (Objective & Subjective) • Phone Calls • Structured Interviews • Forums • Diaries/Journals • Product Reviews • Longitudinal Use Cases 19
  • 20. UX Needs To Be • Foundational to all organizational efforts. • Tied to strategy – product & organizational. • “Married” to the agile development process. • Continually improving. • Everyone's responsibility. 20
  • 21. User-Centered ≠ User Only Input 21
  • 22. Multiple Inputs Are Needed User- Research- Driven Data- Driven Driven Design- Market- Driven Driven Technology Talent- Design, Org- Driven Development, & Driven Deployment 22
  • 23. Take Home Message • Know thy user. Design for their needs, wants & desires. • It’s not about you – it’s about your customers. • Details matter. • Continual, synthesized feedback from a variety of users results in greater insight. • Everyone can impact UX. 23
  • 24. Additional Resources • UX Magazine • http://www.uxmag.com/ • UXmatters • http://uxmatters.com/ • UX Booth • http://www.uxbooth.com/ • All About UX • http://www.allaboutux.org/ 24
  • 25. Additional Resources, cont. • Measuring the User Experience • http://www.measuringux.com/ • Usability Counts • http://www.usabilitycounts.com/ • Boxes and Arrows • http://boxesandarrows.com/ • Johnny Holland • http://johnnyholland.org/ 25
  • 26. 26
  • 27. Author Biography Dr. Shaver is a senior consultant with Benchmark Research & Safety, Inc., where he specializes in human factors & ergonomics, safety, organizational behavior, leadership development, user research, and training. Dr. Shaver's work has emphasized achieving an optimal fit between people, technology, and work systems to facilitate safety, performance, and satisfaction. A specific focus has centered on bridging the research-practice gap by synthesizing and disseminating the latest scientific findings about human capabilities and limitations to the design, development, implementation, use, and evaluation of technology. 27
  • 28. Contact Information • Eric F. Shaver, Ph.D. Email: eric.shaver@gmail.com Blog: www.thehumanfactorblog.com LinkedIn: www.linkedin.com/in/ericshaver SlideShare: www.slideshare.net/ericfshaver Twitter: @ericshaver 28