Nailing It Down: Detailed Design to Preserve the UX Vision

Nailing It DownDetailed Design to Preserve the UX VisionInformation Architecture Summit ’11Joe Sokohl@mojoguzzi@RegJoeConsults CONFIDENTIALITY The concepts and methodologies contained herein are proprietary to Regular Joe Consulting LLC. Duplication, reproduction or disclosure of information is this document without the express written permission of Regular Joe Consulting is prohibited. Enjoy the work. We hope you find it useful.

Agenda What is “detailed design,” anyway? What’s the problem What are some solutions 2

Schedule Intros What is detailed design? Who does it? Where does it break down? Why? Break What are some solutions? How do we work within our projects? Break How does Agile fit in? Open discussion, Q&A 3

A bit about me 4

A bit about me http://www.uxaustralia.com.au/conference-2010/design-thinking-is-this-our-ticket-to-the-big-table 4

A bit about me 4

What about you? What’s your story? 5

Who this workshop applies to Agencies Independent UXers Highly regulated areas: healthcare, government, military Anyone working with distributed teams (including cross-border, multiple time zone teams) 6

Who this workshop might not apply to Heterogenous teams UXers who also do the front-end development of their apps Co-located, nimble teams who don’t have a need to retrace steps 7

Who this workshop might not apply to Heterogenous teams UXers who also do the front-end development of their apps Co-located, nimble teams who don’t have a need to retrace steps Then again.... 7

So what’s the big deal, anyway?Determining what the problem is 9

Typical documentation approaches Research artifacts such as competitive reviews, heuristic analysis, mental models/affinity diagrams, and personas User/task matrixes Hi-level wireframes Concept models Card sorts And on and on and on... 10

Exercise 1: Create your own details Look at the wireframe. You need to let the development team know how to realize this wireframe as a functioning Web-based experience. In 10 minutes, identify what you think would be needed. If you run short of time, circle items on the page that you would communicate. Think how you would do this. 11

What is Detailed Design?Looking at different processes 12

VIEWW Summary VISION INCEPTION ELABORATION WORK WEBDiscover the project goals, Design the information Refine the User Experience Develop the application, Deploy the finisheddefine requirements, and structure and system Design & System Design so integrating front end and application into production,frame the initial scope of architecture of the an application can be built. back end systems. transfer ownership toan application. application. support and maintenance teams.Activities Activities Activities Activities Activities• Gather Input on Business, • Create High-Level User • Usability Testing • Create Deployment Plan • Initial Data Load User and System Experience Design • User POC • Update Detailed Design • Deployment Requirements • Create User Proof-of-Concept Document • Create Detailed User • Create Administrative Guide• Define Business • Conduct Usability Testing Experience Design • Develop Components Requirements • Develop User Education (Component Source) • Create High-Level System • Assess and Select Manual• Define User Requirements Architecture Technologies • Conduct Code Review • Transition to Maintenance• Develop Creative Brief • Create Technical Proof-of- • Deployment Plan Team• Define System Requirements Concept • Detailed Architecture FUNCTIONAL • Develop Initial Deployment TESTING RESULTS • Create Technical POC USER ACCEPTANCE Specification REQUIREMENTS TESTING RESULTS • Coding Standards DOCUMENT • Plan and Implement HIGH-LEVEL Development Environment DESIGN DOCUMENT DETAILED DESIGN DOCUMENT 13

FiveDs Summary Discover Design Define Develop Deliver Define project goals, Further define a Refine design details, Build and integrate Complete the business reqs, set of requirements create final design and front-end and commercialization of and initial scope. and create systems obtain signoff. back-end systems. the product and UX models Activities Activities Activities Activities Activities • Define goals • Brainstorming • Merge visual and • Image and page • Acceptance testing functional design creation • Key success factors • Scenario building • System and • Final content • Content integration knowledge transfer • VOC workshops • Wireframes • Test scenarios • Coding • Product deployment • EOC interviews • Visual direction • Object analysis, • Unit testing • Marketing campaign • B/U/S requirements • HL Info Architecture modeling, design • System staging in • Site analysis • HL Sys Architecture • Database analysis QA environment • Audience analysis • Define technology and design • Incremental QA and • Initial use cases • Design testing on multiple • Business processes documentation platforms 14

FiveDs Summary Discover Design Define Develop Deliver Define project goals, Further define a Refine design details, Build and integrate Complete the business reqs, set of requirements create final design and front-end and commercialization of and initial scope. and create systems obtain signoff. back-end systems. the product and UX models Activities Activities Activities Activities Activities • Define goals • Brainstorming • Merge visual and • Image and page • Acceptance testing functional design creation • Key success factors • Scenario building • System and • Final content • Content integration knowledge transfer • VOC workshops • Wireframes • Test scenarios • Coding • Product deployment • EOC interviews • Visual direction • Object analysis, • Unit testing • Marketing campaign • B/U/S requirements • HL Info Architecture modeling, design • System staging in • Site analysis • HL Sys Architecture • Database analysis QA environment • Audience analysis • Define technology and design • Incremental QA and • Initial use cases • Design testing on multiple • Business processes documentation platforms 15

User Experiences Go Beyond the User InterfaceExpectations frame users’experiences through brandperception and priorexperience Users achieve goals by performing tasksThey accomplish tasks byinteracting with content, Powerful Interactionsfeatures, and functions in theagent portal and otherapplications, software andtoolsUser interfaces bring the User Rich Internet Application Solutions Single, reliable view of the Single View of theuser experience alive, Interfaces Customer user’s entire relationshipproviding simplified, with the enterprise supportsenjoyable online interactions Distributed Content business processes critical toand instant feedback in and Functionality the delivery of a seamless Web Sites Software / Tools Applications experienceflexible, intuitive andforgiving workspaces Business Information Identity Processes Delivery Transactional Analytics ManagementLoosely joined customer-facing and internal business Content Reporting and Notification Syndicationprocesses support quick and Management Monitoringcontinuous experienceimprovement Marketing Campaign Authentication and Workflow Others Management AuthorizationReliable content Experienceand data form the Enablersfoundations of a stronguser experience product / service meta data analytic data user content & data ••• Beautiful experiences are more than pixel deep 16

Detailed designcodifiesempathy. 17

Sketches provide documentation 18

Sketches provide documentationThe genius in our styling department is that they not only have agreat feel for design, but also for the fact that the design needs tofunction properly on a motorcycle. That melding of functionality andstyling is what makes our motorcycles very, very special. 18

Detailed sketches 19

Embeded specifications 20

The finished product 21

Prototypes help, too 22

Detailed Design Activities Detailed sketches Detailed scenarios with branching User-centered use cases Visual design specifications Database design, specifically, fields & interactions Exact interaction design, to include motion High-fidelity (and possibly evolutionary) prototypes L10N/I14N/A11Y What else? 23

What’s the difference between reqs & specs? Requirements  Requirements cannot be “gathered”  Requirements are not features  Requirements are not specifications Specifications  “Effective documentation combines text and images to describe the anatomy and physiology of a product.” 24

Who Does What Typical roles on a project  IA Information architect  IxD Interaction designer  VisD Visual designer  BA Business analyst  PO Product owner  PM Project manager  SA Systems architect  DA Data architect  DBA Database analyst  Dev Developer  QA Quality assurance analyst 25

Exercise 2: RACI Decide what role does which task RACI  Responsible: Does the task  Accountable: Signs off the work Responsible does  Consulted: Provides input, opinions, advice  Informed: Consumes output & information from the team Only 1 Accountable per task Work in teams, then we’ll gather to discuss 26

What’s Your Definition?• My definition? A detailed design is • The body of information that conveys sufficient detail to communicate that which can be coded. • Just enough detail to enable the non-UX team (dev, biz, mkt, release) to understand the UX designer’s intent. 27

Where do they break down? 28

Two Sides of the Problem 29

Two Sides of the Problem ?? 29

Two Sides of the Problem ?? !! 29

Maybe a bit tooooo much.... Planning Track Dev Project IPM Officer Manager Manager QA Manager Once, at start of project Org Process Guidance Project Process Instance Tailoring Guidelines Project Plan Vision Statement Master Schedule Personas Risk Management Strategy Plan Project BaselineCM Project Commitments Master Schedule Test Metrics Test Approach Release Manager Define-Update Test Approach Track Complete Test Approach once per project CM Guidelines CM Plan Baseline CM Guidelines Configuration BaselineCM CM Access Control Policy Management CM Baseline Report Every iteration Scenario List Scenario List Create a Scenarios BaselineCM Scenario Architect Business Analyst UATs Every iteration Iteration Start QoS Req List scenarios Create a Quality of BaselineCM QoS Requirements Lifestyle Snapshot Service Requirement 30

Every iterationMaybe a bit tooooo much.... a Create Scenario List Scenarios Scenario List BaselineCM Scenario Architect Business Analyst UATs Every iteration Iteration Start QoS Req List scenarios Create a Quality of BaselineCM QoS Requirements Lifestyle Snapshot Service Requirement User Subject Experience Matter Architect Expert QoS Requirements Every iteration Functional Requirements Create UI Flow Model Product BaselineCM Operational Requirements Once at the start of a project Requirements Domain Model and on-going at start of each iteration Reference Solution Service Specifications Application Diagram System Diagram Create Solution Deployment Diagram Existing Architecture Logical Data Center Diagram Architecture BaselineCM Selection Justification Lead Developer Threat Model Application Architect Performance Model Infrastr… Architect Build Engineer Once per iteration Integration Sequence Rationale for Integration Sequence Vision Statement Support Docs for Integration Environment Establish Product Integration Criteria BaselineCM EnvironmentsOrg Coding Guidelines Static Analysis GuidelinesPeer Review Feedback Static Analysis Rules Coding Guidelines 30

Some Examples of Data Disjunct 31

Where do they break? Why 32

Where do they break? Why Spec need Team proximity or regulatory need (or both) 32

Requirements masquerading as specificationsTraditional approach1.1.1. The system shall allow the teacher to click a control which displays the first answer in the lesson. NOTE: Subsequent answers can be accessed byUser story approach As a clinician and/or front desk assistant, I need to record the writer, provider(s), assistant(s), as well as the date and time of entry for every clinical note, so that I can maintain accurate clinical records. 33

Requirement: Turn indicators 1.3.2.5a: The system shall include the ability for the operator to indicate a changed direction of travel 34

Requirement: Turn indicators 34

A bridge to nowhere? 35

“ is not it at all,ThatThat is not what I meant,at all. . . . . . ” http://static.guim.co.uk/sys-images/Guardian/Pix/pictures/2009/3/30/1238371335802/TS-Eliot-003.jpg 36

Sometimes specs fall into the wrong hands 37

Special order 191 38

Special order 191 Major Taylor will proceed to Leesburg, Va., and arrange for transportation of the sick and those unable to walk to Winchester, securing the transportation of the country for this purpose. The route between this and Culpeper Court-House east of the mountains being unsafe will no longer be traveled. Those on the way to this army already across the river will move up promptly; all others will proceed to Winchester collectively and under command of officers, at which point, being the general depot of this army, its movements will be known and instructions given by commanding officer regulating further movements. III. The army will resume its march tomorrow, taking the Hagerstown road. General Jacksons command will form the advance, and, after passing Middletown, with such portion as he may select, take the route toward Sharpsburg, cross the Potomac at the most convenient point, and by Friday morning take possession of the Baltimore and Ohio Railroad, capture such of them as may be at Martinsburg, and intercept such as may attempt to escape from Harpers Ferry. IV. General Longstreets command will pursue the main road as far as Boonsborough, where it will halt, with reserve, supply, and baggage trains of the army. V.General McLaws, with his own division and that of General R. H. Anderson, will follow General Longstreet. On reaching Middletown will take the route to Harpers Ferry, and by Friday morning possess himself of the Maryland Heights and endeavor to capture the enemy at Harpers Ferry and vicinity. 38

http://www.civilwar.org/battlefields/antietam/maps/antietammap3.html 39

BA’s Doing UX In the 10+ companies I consulted for in the past 6 years, only one had UX professionals contributing to the project. http://www.modernanalyst.com/Resources/Articles/tabid/115/articleType/ArticleView/articleId/1735/ Are-you-ready-to-wear-your-UX-hat-when-duty-calls.aspx 40

SolutionsMore detail at the right time 43

Big, grandiose statement Anything that specifies user behavior or activities that affect users belongs to the user experience team 44

Big, grandiose statement Anything that specifies user behavior or activities that affect users belongs to the purview of the user experience team 45

What Are Some Solutions Frameworks Style guides and pattern libraries Accurate diagrams and traceable notes A proverbial seat at the table. 46

Frameworks and design principles NextGen Design Principles & Frameworks: a Case Study Windows Presentation Framework HTML5 CSS 47

Style guides and pattern libraries Apple HI Guidelines YUI! Search Patterns from Peter Morville NeXTStep Style Guide 48

Let’s Talk Traceability 49

Let’s Talk Traceability Along the Natchez Trace 49

Old School is So Old School 50

Display All Taxes & Fees - Currency ReferencesFunctionality of this page is based on the current reservation review, reserve, andconfirmation pages. It covers reservations made in currency amounts. The GCCI free Use Case: 3.3night reservation confirmation wireframe appears on the next page. Requirements Matrix: 4.A.1, 4.A.2, 4.A.3, 4.A.4All modified items should be consistent with existing functionality and visual standards. Site Map: site_map_display_all_fees Base Wireframe: 4.1,4.2,4.3,4.4,4.5 1 Separated Rooms and Fees The room stay is separated by first the total for all rooms reserved, without any taxes or fees. Then the estimated taxes and fees 1 appears, followed by the total stay amount. If taxes and fees are included in the rate, use the term “included”. 2 Breakdown of Taxes and Fees 2 The system breaks out and identifies all taxes, separate from any optional service charges. The CPM system provides the tax and fee information. If taxes and fees are included in the rate, use the 3 term “included in reservation amount”. 3 Optional Service Charges If the property assesses any additional yet optional charges, they appear here. If there are no optional charges, do not display anything. 4 4 Additional Confirmations The Reservation Amount module appears the same on the following pages: • Reservation Confirmation Email • Change Reservation • View Reservation • Cancel Reservation It contains the same information as the Reservation summary, just in a different layout. Best Western International Web Release I (AR0637) E,W, W Keane Architecture Services 51

Display All Taxes & Fees - Currency ReferencesFunctionality of this page is based on the current reservation review, reserve, andconfirmation pages. It covers reservations made in currency amounts. The GCCI free Use Case: 3.3night reservation confirmation wireframe appears on the next page. Requirements Matrix: 4.A.1, 4.A.2, 4.A.3, 4.A.4All modified items should be consistent with existing functionality and visual standards. Site Map: site_map_display_all_fees Base Wireframe: 4.1,4.2,4.3,4.4,4.5 1 Separated Rooms and Fees The room stay is separated by first the total for all rooms reserved, without any taxes or fees. Then the estimated taxes and fees 1 appears, followed by the total stay amount. If taxes and fees are included in the rate, use the term “included”. 2 Breakdown of Taxes and Fees 2 The system breaks out and identifies all taxes, separate from any optional service charges. The CPM system provides the tax and fee information. If taxes and fees are included in the rate, use the 3 term “included in reservation amount”. 3 Optional Service Charges If the property assesses any additional yet optional charges, they appear here. If there are no optional charges, do not display anything. 4 4 Additional Confirmations The Reservation Amount module appears the same on the following pages: • Reservation Confirmation Email • Change Reservation • View Reservation • Cancel Reservation It contains the same information as the Reservation summary, just in a different layout. Best Western International Web Release I (AR0637) E,W, W Keane Architecture Services 52

ReferencesFunctionality of this page is based on the current reservation review, reserve, andconfirmation pages. It covers reservations made in currency amounts. The GCCI free Use Case: 3.3night reservation confirmation wireframe appears on the next page. Requirements Matrix: 4.A.1, 4.A.2, 4.A.3, 4.A.4All modified items should be consistent with existing functionality and visual standards. Site Map: site_map_display_all_fees Base Wireframe: 4.1,4.2,4.3,4.4,4.5 1 Separated Rooms and Fees The room stay is separated by first the total for all rooms reserved, without any taxes or fees. Then the estimated taxes and fees 1 appears, followed by the total stay amount. If taxes and fees are included in the rate, use the term “included”. 2 Breakdown of Taxes and Fees 2 The system breaks out and identifies all taxes, separate from any optional service charges. The CPM system provides the tax and fee information. If taxes and fees are included in the rate, use the 3 term “included in reservation amount”. 3 Optional Service Charges If the property assesses any additional yet optional charges, they appear here. If there are no optional charges, do not display anything.4 4 Additional Confirmations The Reservation Amount module appears the same on the following pages: • Reservation Confirmation Email • Change Reservation • View Reservation • Cancel Reservation It contains the same information as the Reservation summary, just in a different layout. Best Western International Web Release I (AR0637) E,W, W Keane Architecture Services 52

Integrating Detailed Specs with Wireframes or Prototypes 53

Integrating Detailed Specs with Wireframes or Prototypes 54

But...but...what about Agile? 55

Even Agile Projects Need Detail 56

Case Study: Agile and an FDA-Compliant Company “One can never get away from needing to provide objective evidence of design inputs, verification & validation and design outputs, this being the bare framework of what is required by the FDA and most, if not all the international medical device quality requirements.” 57

“The Problem with ‘Quick and Dirty’...” 58

“The Problem with ‘Quick and Dirty’...” “...‘dirty’ is remembered long after ‘quick’ is forgotten.” 58

Desiree Sy’s Approach 59

Find a way to detail your design You can’t develop a user-centered product from user stories You can use personas to ask, “What would Juan do?” Take photos of sketches. Place them in the backlog. Embed scenarios into the backlog for empathy traceability 60

Exercise 3: The Challenge Game Divide into two teams  Challenge team creates potential probs/challenges  Solution team creates features & strengths of the product Challenge team selects a card from the deck and plays it face up Solution team tries to find a card that can provide a solution to it.  If the Solution team can’t play a reasonable solution card, the Challenge team gets a point. Otherwise, the point goes to the Solution team.  Work together on each challenge to find that solution. 61

Culture of Your Community 62

SummaryWhat did we learn today? 63

“ In preparing for battle, I have always found that plans are useless... 64

“ In preparing for battle, I have always found that plans are useless... ...but planning is indispensable. ” —Dwight Eisenhower 64

So... 65

So... Detailed design is...  The body of information that conveys sufficient detail to communicate that which can be coded.  Just enough detail to enable the developer to understand the UX designer’s intent. 65

Many thanks!Joe SokohlJoe@RegularJoeConsulting.com1.804.873.6964@mojoguzzi@RegJoeConsults

Nailing It Down: Detailed Design to Preserve the UX Vision

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Nailing It Down: Detailed Design to Preserve the UX Vision Presentation Transcript