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Project Management with Usability Engineering Methods
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Project Management with Usability Engineering Methods

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Both the software engineering and the user experience design skillset is essential for the creation of high quality software products. Project managers must recognize when the user interface is ...

Both the software engineering and the user experience design skillset is essential for the creation of high quality software products. Project managers must recognize when the user interface is important for the
success of the software. And they must have some methods & tools on
the list that support project success.

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Project Management with Usability Engineering Methods Project Management with Usability Engineering Methods Presentation Transcript

  • Project Management withUsability Engineering MethodsPMI Switzerland Event, HWZ Hochschule fürWirtschaft Zürich, Feb 7th 2012 Slide 1 7. February 2012 Dr. Thomas Memmel © Zühlke 2012
  • Motivation Both the software engineering and the user experience design skillset is essential for the creation of high quality software products.Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 2 © Zühlke 2012
  • Take Aways Recognize when the user interface is important for the success of the software. Have some methods & tools on the list that support your project success.Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 3 © Zühlke 2012
  • Speaker • Dr. Thomas Memmel • Zühlke Engineering AG, Schlieren (Zürich) • Business Unit Manager «Java Integration & Channels» • Manager Competence Centre Client Technology • Usability Engineering «Evangelist > 10 Years • https://www.xing.com/profile/Thomas_MemmelProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 4 © Zühlke 2012
  • BaselineWhy is Usability important?Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 5 © Zühlke 2012
  • The Age of Usability & User ExperienceCustomer Interaction on Multiple Channels Call Center Intranet Call Center Point-of-Sale Corporate Portal Tablets / iPad SmartphoneProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 6 © Zühlke 2012
  • The Age of Usability & User ExperienceBroad Variety of Use Cases, Contexts & Users Demands of product managers and customers with regards to productivity, new sales channels, ease-of-use, learnability, etc.Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 7 © Zühlke 2012
  • The Age of Usability & User ExperienceThe Apple Moment Since the success of Apple’s devices in the customer market, people across all social and business levels SCREAM for usability.Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 8 © Zühlke 2012
  • The Age of Usability & User ExperienceSome Challenges • Increasing user expectations • Demand for effective and efficient interactions • Software must be motivating or even fun • Differentiation of channels and user profiles • Implementation complexity increasing • Time-to-market for software decreasingProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 9 © Zühlke 2012
  • Usability ISO 9241-11: 1998DefinedExtent to which a productcan be used by specified usersto achieve specified goals witheffectiveness, efficiency andsatisfaction in a specifiedcontext of useProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 10 © Zühlke 2012
  • User Experience DesignISO 9241-210 Before Usage During Usage After Usage (Anticipated Usage)Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 11 © Zühlke 2012
  • Usability Engineering LifecycleISO 9241-210 Analyse & Analyse & Plan User- Specify Context Specify User Centred Activities of Use Requirements Design & Implement Evaluate Prototype SolutionProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 12 © Zühlke 2012
  • Project Managementwith Usability Engineering Methods Usability Engineering will help you learning the right things at the right time. This enables you in decision making and leading the project in the right direction.Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 13 © Zühlke 2012
  • Project Management TasksExamples• Requirements management • Definition of requirements• Scope management • Understand vision and needs• Change Request management • Build the right solution• Cost management • Assess and decide about changes• Time management • Goal-oriented spending• Quality management • Delivery, time-to-market• Communications management • Software quality (e.g. ISO 9126, Usability)• Risk management • Common denominator • Stakeholder management • Efficient team collaborationProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 14 © Zühlke 2012
  • Challenges in Project ManagementTypical Issues in PMP Life• Poor quality of requirements • Quality of the software and the user interface is evaluated too late• Inaccurate project vision • Bad user acceptance• Communication gap between Business & IT • Little interdisciplinary teamwork across disciplines (e.g. design vs. development• Pressure of time, especially in vs. business) case of error• Consequences of unexpected events• Costly changes at later stage• Test management• Conflicts among stakeholdersProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 15 © Zühlke 2012
  • Challenges in Project ManagementCosmetic Software Surgery User interface cosmetics will not change the behaviour of the software, but only add, move or hide pixels across the screen Surface alteration is costly and difficult. The chance of failure is high – and may result in an even more fake or ugly look & feelProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 16 © Zühlke 2012
  • Pivotal Question – This TalkWhat canUsability Engineering do for you?Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 17 © Zühlke 2012
  • Challenges in Project ManagementComplex Software Surgery (Refactoring) Once a complex (or wrong) product is assembled, changes and fixes are more expensive and time- consuming than during earlier stages Understand Context of Use: Contextual InquiryProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 18 © Zühlke 2012
  • Challenges in Project ManagementNot to see the wood for the trees User Needs: Personas Visualization of requirements: Prototyping Bunch of requirementsProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 19 © Zühlke 2012
  • Usability Engineering LifecycleISO 9241-210 Analyse & Analyse & Plan User- Specify Context Specify User Centred Activities of Use Requirements Design & Implement Evaluate Prototype SolutionProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 20 © Zühlke 2012
  • Contextual InquiryBasisData Gathering with Users for Decision Making on FRs / NFRsGoal• Understand users and their needs (also tacit knowledge)• Understand current work styles and processes• Be objectiveSimple Approach• Go where the users are doing their work• Observe users during their work• Talk with users About their work• In “empirical partnership”Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 21 © Zühlke 2012
  • Contextual Inquiry • Find hard facts • Listen to users – Instead of listening to assumptions • Check interpretations of the development team and stakeholders (e.g. sources of requirements) with real users within the context of use • Deduce consequences for product vision and design from the given evidence • Document implications • Have traceability from design to learned facts and vice versaProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 22 © Zühlke 2012
  • Contextual Design & Contextual Inquiry 5 Views on Context-of-Use • Information- & Communication Flow • Workflows • Artefacts • Culture • Physical Environment Source : http://incontextdesign.com/contextual-design/Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 23 © Zühlke 2012
  • Contextual DesignFlow Model – How Information Flows Across People Source : http://www.interaction- design.org/encyclopedia/contextual_design.htmlProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 24 © Zühlke 2012
  • Contextual DesignArtefact Model –Learn From Today’s Artefacts Source : http://www.interaction- design.org/encyclopedia/contextual_design.htmlProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 25 © Zühlke 2012
  • Contextual DesignSequence Model – Visualize Processes & Scenarios of Use Source: http://www.interaction- design.org/encyclopedia/contextual_design.htmlProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 26 © Zühlke 2012
  • Analyse & Specify the Context of UseFor Example Relevant During Benefits / ROI, e.g.• Visioning • Understand users• Definition of requirements • Learn about context• Scoping • Shape product vision• Quality assessment of • User acceptance intermediate releases • Make sure to develop a helpful product • Evaluate releases in the context of use (field studies) • Traceability design  factsProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 27 © Zühlke 2012
  • Usability Engineering LifecycleISO 9241-210 Analyse & Analyse & Plan User- Specify Context Specify User Centred Activities of Use Requirements Design & Implement Evaluate Prototype SolutionProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 28 © Zühlke 2012
  • PersonasDefine and Describe Target Group Characterized by • Goals, values, fears & desires • Function, responsibilities & tasks • Behavioural patterns & procedures • Technical & business know-how: education, knowledge & skills • Requirements for the product • Frustration & excitement factors for the product Bring the Persons to Life by Alan Cooper, Robert Reimann: About Face • Age, name, citations, pictures, characteristics 2.0: The Essentials of Interac-tion Design, Wiley, 2003Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 29 © Zühlke 2012
  • Low-Fidelity PrototypingTools for Paper PrototypingProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 30 © Zühlke 2012
  • Low-Fidelity PrototypingOverviewTypical Goals• Gather (initial) requirements Sketch the UI• Communicate with stakeholdersFocus is on Users, context of use, flow of events Discuss,Supplementary methods, e.g. workshops, interviews AnalyzeSketch Wireframe StoryboardProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 31 © Zühlke 2012
  • Paper Prototyping • Rapid feedback while the design is still (literally) “on the drawing board" • Clarify requirements through simulation • Detect misunderstood requirements and usability problems very early • Promote communication between designers and users • One of the cheapest and fastest visual techniques • Useful for any type of human-computer interface • Only minimal resources and materials requiredProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 32 © Zühlke 2012
  • Paper Prototyping• Paper prototypes simulates the UI dialog flow• System feedback is simulated by the usability expert• Video: http://www.youtube.com/watch?v=GrV2SZuRPv0Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 33 © Zühlke 2012
  • Analyse & Specify User RequirementsFor Example Relevant During Benefits / ROI, e.g.• Definition of requirements • Reflect implementations with persons• Decision making • Know your users (needs)• Solution design • Personas are cheap “on-site users”• Development • Discuss ideas with non-technical stakeholders • Communicate informally • Externalize designs • Reduce risk – Build the right productProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 34 © Zühlke 2012
  • Usability Engineering LifecycleISO 9241-210 Analyse & Analyse & Plan User- Specify Context Specify User Centred Activities of Use Requirements Design & Implement Evaluate Prototype SolutionProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 35 © Zühlke 2012
  • Requirements DocumentationA picture is worth a thousand words «If I cant picture it, I cant understand it.» - Albert EinsteinProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 36 © Zühlke 2012
  • Why UI Prototyping?Beyond Text-Based Requirements & Specifications • Text has limited expressivity with regards to interaction design • Tons of paper make needs & requirements intransparent • People do not see the wood for the trees • Consequences of requirements not realized until they can be experienced • Make the impact of changes to requirements obviousProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 37 © Zühlke 2012
  • Why UI Prototyping?See and interactions before they are built • Don’t loose time discussing intangible requirements • Visualize ideas in front of users and stakeholders • See and interact with applications before they are built • Consider alternate designs • Avoid premature decisions • Visualize and change requirements as long as it is cheap and easyProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 38 © Zühlke 2012
  • High-Fidelity PrototypingOverviewTypical goals (Re-)Design Prototype• Visualize requirements and CRs in detail Analyze Define solution design, ensure product success Results•• Discover usability issues, especially with interactive behaviour Evaluate Prototype• Develop a UI specificationPrototyping Tool Prototyping with GUI BuilderProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 39 © Zühlke 2012
  • High-Fidelity PrototypingFrom Prototype to ProductProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 40 © Zühlke 2012
  • High-Fidelity / Evolutionary PrototypingOverview on Tools MS Expression BlendFor Example• Microsoft Visio, PowerPoint• MS Expression Blend• Axure Pro• iRise Studio Axure ProMS VisioProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 41 © Zühlke 2012
  • Microsoft Expression BlendHigh-Fidelity Prototyping ToolSource: http://www.microsoft.com Source: http://www.microsoft.com Expression Expression Blend Visual Studio Development Design User Experience Design with Sketch Flow Adobe Photoshop Adobe IllustratorProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 42 © Zühlke 2012
  • Design & Prototype SolutionFor Example Relevant During Benefits / ROI, e.g.• Requirements specification • Specify the product visually• Construction • Reduce text-based material• Change request management • Communicate with stakeholders • Visualize the impact of (changing) requirements • Get buy-In from stakeholders early • Reduce risk of late changes to the productProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 43 © Zühlke 2012
  • Usability Engineering LifecycleISO 9241-210 Analyse & Analyse & Plan User- Specify Context Specify User Centred Activities of Use Requirements Design & Implement Evaluate Prototype SolutionProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 44 © Zühlke 2012
  • Heuristic Evaluation Approach • Several usability experts take on the perspective of the user • Use of checklists to assess the user interface in different dimensionsUseful Heuristics Use When• ISO 9241-110• Nielsen‘s 10 Heuristics • No users available for usability test for User Interface Design• Shneidermans Eight Golden Rules of Interface DesignProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 45 © Zühlke 2012
  • Usability Testing Approach • Users execute realistic tasks with the product • Recoding of screen and user reactions • Experts analyse recordings after the test Usability Testing is the Best Method to • Highlight costly product failures • Convince stakeholders (e.g. to invest in usability) • Demonstrate improvementsProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 46 © Zühlke 2012
  • Usability Engineering LifecycleISO 9241-210 Analyse & Analyse & Plan User- Specify Context Specify User Centred Activities of Use Requirements Design & Implement Evaluate Prototype SolutionProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 47 © Zühlke 2012
  • Agile User Experience Iteration Iteration Iteration n n+1 n+2 EXPLORATION DEVELOPMENT Start Development Development Current Complete Iteration UI Parallel Tracks Business Current Sprint (Iteration n) Domain Persistency UX-Experts: User Research for Iteration UI Concept System Metaphor • UI Storyboards • Architecture Spikes n+2 • Usage Scenarios • Prototypes Prototyping for Iteration n+1 Usability Tests forSource: Jocham, R.; Memmel, T. (2009): Agile User Experience. In: Computerworld – die Schweizer IT- Developed Parts (e.g. SmallPlattform für IT-Professionals, Ausgabe Fokus Software-Entwicklung. IDG Verlag, erschienen 21.11.2009,24-25; online http://www.computerworld.ch/aktuell/businesssoftware/49822/ Release from Iteration n-1)Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 48 © Zühlke 2012
  • XP & Usability Engineering XP Praktiken Usability Engineering Praktiken http://www.extremeprogramming.org/ Iteration, Small Increments, Prototyping Adaptivity Story Cards, Task Cards, User User Profile, Task Model Stories On-Site Costumer User-Centered Design, User Participation Testing, Test Story Evaluation, Usability Inspections Metaphor Conceptual Model, Mental Model, UI MetaphorProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 49 © Zühlke 2012
  • Agile Modeling & Usability Engineering Agile Modeling Praktiken Usability Engineering Praktiken http://www.agilemodeling.com/ Prove It With Code Prototyping Create Several Models in Parallel Concurrent Modeling (User Role-, Task-, Content-Model) Active Stakeholder Participation Usage-Centered Design, User Participation Consider Testability Evaluation, Usability Inspections Display Models Publicly Design RoomProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 50 © Zühlke 2012
  • Agile + UsabilityThe Best of Two WorldsSome goals of Agile projects• Deliver in defined time and budget…• Develop the simplest but most functional solution…• …that fulfils the requirements of the customerOne important goal of Usability Engineering• Develop software that works and deliver the best possible usabilityCombined• Do not just deliver the simplest solution in the most efficient way (Agile)• But to also reach a high usability and user experienceProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 51 © Zühlke 2012
  • Agile + UsabilitySome Facts• Scrum & UX methods demand a product vision in the beginning• The agile way of handling requirements in a non-waterfall fashion perfectly matches with UX• Design space is kept open• Developers and UX experts learn from small releases and can continuously improve the product quality• Delivered releases can be usability tested and assessed while applied in the context of useProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 52 © Zühlke 2012
  • User Stories with Usability Description of user needs (e.g. reference to persona) User Story Discussion about requirements in detail Card (btw. user/customer and developer). Conversation Supported by prototyping. Confirmation Acceptance tests, e.g. also usability tests based on usability goals etc.Project Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 53 © Zühlke 2012
  • Usage Scenarios, User Stories, Use Cases User Describes step of Story Usage Scenario, Prototype Describes step of Explains possible sequence of Use CaseProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 54 © Zühlke 2012
  • SummaryProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 55 © Zühlke 2012
  • Project Management with UsabilitySummary / Discussion• Develop the right product • Additional complexity for the project• Define scope and • Additional costs for UX personnel deliverables with real users • More changes: user feedback is• Create usable and iterative aesthetically pleasing results • Demands more agility• Improve software quality • Not all feedback is valuable• Reduce risk due to high user • Some stakeholders will know it better acceptance and validation• Reduce textual specification and Documentation Effort Applied in the right way – UX• Bridge the Gaps with Visual ROI will be significant artefacts and CommunicationProject Management with Usability Engineering Methods | Dr. Thomas Memmel 7. February 2012 Slide 56 © Zühlke 2012