Maximizing the impact of UX in an agile environment: Mixing agile and Lean UX

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When companies adopt an agile development environment, UX teams often feel like they just lost their seat at the table. It’s never easy to change, but by adapting your UX practices to accommodate agile, you can have the impact on design you always wanted.

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Maximizing the impact of UX in an agile environment: Mixing agile and Lean UX

  1. 1. Maximizing the Impact of UX 
 in an Agile Environment: 
 Mixing Agile and Lean UX John Whalen, Ph.D. Principal, Strategy & User Experience Brilliant Experience
  2. 2. Research Stakeholder Interviews Field Research Competitor Reviews Expert Reviews Strategy and Ideation Strategy Workshop Design Studio Rapid Prototyping Iterative Refinement UX and Design IA & Flow Interaction Design Concept Realization Visual Design & Branding
  3. 3. Agenda ‣ Part 1: The Rise of Agile ‣ Part 2: Mixing Agile & Lean UX ‣ Part 3: Lessons Learned on Adopting Lean UX & Agile
  4. 4. Part 1: The Rise of Agile
  5. 5. Problem: ! - clients have limited UX/design capabilities - need to move faster, (not slower) while introducing UX
  6. 6. How do cross the chasm and do more with less? User Insights Great Experience,
 Successful Product Insert
 Magical
 Process
 Here
  7. 7. Not recommended
  8. 8. Hard to find
  9. 9. Try this
  10. 10. To help you understand what “this” is, let’s play: ‘Name that Methodology’
  11. 11. 1 2 3 4 Empathize with the audience you are designing for Brainstorm possible designs Build a representation of one or more of your ideas PrototypeIdeateResearch Test your ideas for feedback Test
  12. 12. 1 2 3 4 Empathize with the audience you are designing for Brainstorm possible designs Build a representation of one or more of your ideas PrototypeIdeateResearch Test your ideas for feedback Test Design Thinking
  13. 13. Design Thinking
  14. 14. Build 1 Measure 2 Learn 3
  15. 15. Build 1 Measure 2 Learn 3 Lean Startup
  16. 16. Lean Startup
  17. 17. 1 23 User Stories Design 
 & Develop Feedback
  18. 18. 1 23 User Stories Design 
 & Develop Feedback Agile
  19. 19. Agile
  20. 20. Foundations
  21. 21. Customer Development ‣ Steve Blank introduced the notion of
 “Customer Development” ‣ He wants you to GOOB!!! We’ll introduce influential people
  22. 22. Lean Startup ‣ Eric Reis saw the value in lean thinking + extreme programming Eric Reis
  23. 23. Lean Startup
  24. 24. What about Lean UX?
  25. 25. Lean UX…
  26. 26. Two key points
  27. 27. 1. Must balance business & user needs
  28. 28. 2. Iteration improves the product
  29. 29. Lean UX…
  30. 30. Jeff Gothelf, NEO ‣ Co-authored Lean series
 book on Lean UX
  31. 31. Will Evans, TLC Labs ‣ Good source for relation between
 Kanban, Cynefin, Design Thinking,
 Lean UX and cognitive science. ‣ Sure to throw in a quote from 
 Sartre, Kierkegaard or Wittgenstein
  32. 32. Bill Scott, PayPal ‣ Developer by trade, but strong proponent
 for UX/Dev partnership and dev flexibility
 to accommodate user needs
  33. 33. Andrew Crow, GE ‣ Good resource for how to do Lean UX
 with standards at scale (like all of GE)
  34. 34. Part 2: Mixing Agile & Lean UX
  35. 35. Do a Google Search for Agile UX and you get…
  36. 36. Working UX into an Agile flow
  37. 37. Working UX into an Agile flow: 2
  38. 38. Working UX into an Agile flow: 3
  39. 39. Working UX into an Agile flow: 4???
  40. 40. What have we done with our clients?
  41. 41. Client 1
  42. 42. Client 1: Major Tech Company ‣ Revenue: $11.5 billion ‣ Employee Count: 70,000+ ! ‣ Needed to blend UX (long term research) with Agile sprints (yikes!)
  43. 43. Client 1: Major Tech Company Sprint 0 Sprint 1 Sprint 2Dev UX Sprint 1 Iteration Sprint 2 Iteration Sprint 3 Iteration Time Sprint 1 Support Sprint 2 Support
  44. 44. Client 1: Major Tech Company Successes: ‣ Much better communication with developers. ‣ More influence in product design. ! Difficulty ‣ Still cultural challenge (UX needs 6 months of research to produce wireframe). ‣ Some PMs / Dev still want all screens in advance + “spec”. ‣ Challenged to keep up when one UXer has to do both just-in-time work and work for future sprints simultaneously.
  45. 45. Number of deaths resulting from lack of spec document 0
  46. 46. Client 2
  47. 47. Client 2: NASDAQ/NYSE Watchdog ‣ Review 6 Billion trades daily ‣ Employee Count: 3,400 employees ! ‣ Two roles: - Anthropological work, help build user stories. - Work on current sprint on immediate needs of developers.
  48. 48. Client 2: NASDAQ/NYSE Watchdog Sprint 0 Sprint 1 Sprint 2Dev UX Time Sprint 1 Support Sprint 2 SupportUX Research
  49. 49. Client 2: NASDAQ/NYSE Watchdog Successes: ‣ UX deeply integrated into process because of senior management support. ‣ Doing small tests with users for sprints. ! Difficulties: ‣ Heavily focused on just-in-time work. ‣ Difficult to get enough “design thinking” done during a sprint.
  50. 50. Client 3
  51. 51. Client 3: Major US Government Agency ‣ Founded 1862 during the Civil War by President Lincoln ‣ Works with 144 million Americans ! ‣ Role: - Developing prototype of new tools for individuals using an iterative, Agile UX approach. - Assisting Agile development of new systems for every American.
  52. 52. Client 3: Major US Government Agency Sprint 0 Sprint 1 Sprint 2 Dev UX Time Sprint 3 Sprint 0 Sprint 1 Sprint 2 Sprint 0 Sprint 1 Sprint 2 Sprint 4 Sprint 5 Sprint 6 Sprint 7 UX
  53. 53. Client 3: Major US Government Agency Successes: ‣ Doing small tests with users within sprints. ‣ Well ahead of developers, but including developers as we go along. ‣ Prototype + Style Guide is the product definition. ! Difficulties: ‣ Development somewhat disjointed from UX, though getting better. ‣ Crazy pace when working on two different sprints simultaneously.
  54. 54. Part 3: Lessons Learned on Adopting Lean UX & Agile
  55. 55. Agile UX Secret 1: Set the stage for UX’s role with 
 Strategy Session / Design Studio.
  56. 56. CEO: I know you had an agenda, but let’s just sketch our ideas anyway...
  57. 57. Strategy Session / Design Studio Get internal focus on what matters. Prioritize your audiences, define them and scenarios. Brainstorm ways to satisfy 1 & 2. IdeationAudience NeedsBusiness Needs Get stakeholders on board with conceptual direction. Sketching 1 2 3 4
  58. 58. Agile UX Secret 2: UXers need to be prepared 
 to get ahead of developers 
 AND stay with them.
  59. 59. Client 1: Major Tech Company Sprint 1 Sprint 2Dev UX Sprint 1 Iteration Sprint 2 Iteration Time Sprint 1 Support Sprint 2 Support
  60. 60. Agile UX Secret 3: You need to make wireframes 
 “the spec”
  61. 61. Number of deaths resulting from lack of spec document 0
  62. 62. You#don’t#need#“The#Spec”#to#keep#control You#are#in#the#problemAsolving#business,#and#you#don’t#solve# problems#with#design#documentation. h"p://www.arcelormi"al.com/distribuAonsoluAons/repo/angelique/Corporate_picture_Document_Control_MR_RF.JPG Source:?ArAcle?from?Jeff?Gothelf,?Mar?07,?2011,? Lean?UX:?GeXng?Out?Of?The?Deliverables?Business
  63. 63. h"p://notjustalive.files.wordpress.com/2010/12/lazy:cat5.jpg It’s#NOT#lazy#UX You#still#gonna#work#hard!!! Source:?ArAcle?from?Jeff?Gothelf,?Mar?07,?2011,?Lean?UX:?GeXng?Out?Of?The?Deliverables?Business
  64. 64. Prototype#communicates#everything The#fastest#way#between#you#and#your#customers h"p://xunyangixd.files.wordpress.com/2011/04/just:the:ux:process:large.jpgSource:?ArAcle?from?Jeff?Gothelf,?Mar?07,?2011,?Lean?UX:?GeXng?Out?Of?The?Deliverables?Business
  65. 65. Agile UX Secret 4: Involve Developers in UX
  66. 66. Experience Map
  67. 67. Usability Test with a Developer! PRESS GANEY Welcome Lidia | My Account | Customize Clinical Performer detail Volume By Service Line detail detail detail detail detail Southwest ORTHOPEDICS Pediatrics Emergency Surgery Cardiology Neurology Oncology Hospital Acquired Infection 9 16% Physical Restraint Accidental OverdosagesAdverse Blood Reactions 24% 1 2 4 50% 12% Complications 24% 2.7% Mortality Core MeasuresReadmissions 16% 24% 85% 24% 1.2% 24% detail detail RevenuePerformanceView:Date Range: 1m 3m 1yr YTD Custom Division/Service Linequick Links: Performance > System Wide
  68. 68. Agile UX Secret 5: Need to conduct quick, focused research
  69. 69. Rarely time for full affinity diagraming
  70. 70. Persona - What we used to do. No detailed persona exercise. This is LeanUX!
  71. 71. Persona - reality
  72. 72. Let’s Review
  73. 73. Agile + Lean UX Secrets ! 1. Set the stage with Strategy Session / Design Studio 2. UXers need to get ahead of developers AND stay with them 3. Make wireframes “the spec” 4. Conduct quick, focused research
  74. 74. Is he done?
  75. 75. Research Stakeholder Interviews Field Research Competitor Reviews Expert Reviews Strategy and Ideation Strategy Workshop Design Studio Rapid Prototyping Iterative Refinement UX and Design IA & Flow Interaction Design Concept Realization Visual Design & Branding Thank you! @brlexp | brilliantexperience.com

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