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Look Around You
                 Influences on
                User Experience


                Amsterdam UX Cocktail Hour at Funda, July 21, 2011

peter boersma
@pboersma
2001
2011
?
Design
Strategy Research
Business



 Manage                 Strategy

             Process

Evaluation              Research



             Design
Business



 Manage                      Strategy

             Process        f ce
                          o n
                       ts rie
                     en pe
Evaluation        em Ex
                 l r           Research
                E e
                  s
                U

             Design
Business



 Manage                         Strategy

                 Process

                typical
             (              )
Evaluation                      Research
             User-Centered
                Design


                 Design
Business

                  More
              Elements of
 Manage      User Experience   Strategy

                Process

Evaluation                     Research



                 Design
Business

          these influence
        the User Experience
 Manage        too!         Strategy

               Process

Evaluation                  Research



               Design
Pitch                                                 Estimate
                                          Business
        Optimize                                                               Scenarios

  Beta                                                                               Position
                                              Roles

           Manage                                                      Strategy
                                 Steps                     Roadmap
Scope                                                                                  Competition

                                          Process
Test                                                                                    Interviews
                                 Review               Requirements

         Evaluation                                                    Research
                                          Service Design

                                                                                    Personas
  Prototype


                                          Design                            Sketch

               Detailed Design                               Concept
for each deliverable
     I will show:

* the organizational role
 * an example & how-to
  * input by the UX team
     * influence on UX
Pitch   Business   Estimate

                         Scenarios
Role:




The Account Manager
X
How-To for Pitching

1. en-vision the future
    by visualizing it
   2. set expectations
 around contribution
UX input for a Pitch

* visions of the future
  * partial solutions
* (answers to RFP & questions)
influence of the Pitch on UX

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
Pitch
        Business   Estimate
                        Scenarios
Role:




The Estimator
how many
sunflowers
do you see?
“many”
         and

    “a lot”
are good first guesses!
input for estimates        output
      scope items
     requirements         assumptions
        approach          calculations
       team skills        explanations
experience with subject       risks
 experience with client
  experience of client

    when available        when possible
output           example output
assumptions             assuming
                 we design 10 wireframes
                 (5 complex + 5 medium)
                   plus 15 components
 calculations         we estimate
                    we need 300 hours
(explanations)   (5x16 + 5x8) + (15x12)
     risks                 but
                    we don’t know the
                  documentation needs
                    of the developer
How-To for Estimating

1. you determine what
     gets estimated
    2. explore every
assumption you make
UX input for an
     Estimate

   * assumptions
* what’s easy/hard?
  * estimates for
    deliverables
       * risks
influence of an Estimate on UX

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
*   focus attention
*   define way of working
Position
Strategy
           Competition
Role:




The Brand Strategist
sales                      service
                  client




core brand
         client
                     communities
communities
                                          Competitor


    client                                           Competitor

                    Big        Big
                 Competitor Competitor
sales                                                             service
        Competitor
                         Competitor



            Competitor                Competitor   client Competitor


                           core brand
How-To for Positioning

    1. create a map
 2. find the spot that
 matches your vision
  3. see who is there
4. identify differences
UX input for
    Positioning

* attributes that are
 important to users
  * competitors, in
     terms of UX
 * scope-items that
    differentiate
influence of Positioning on UX

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
*   focus attention
*   define way of working
Position


Strategy
      Competition
Role:




The Competitor
How-To for
Competitive Analysis

“know your enemy”
(Sun Tzu, The Art of War)
UX input for
Competitive Analysis

 * competitors, in
    terms of UX
 * SWOT analyses
influence of Competitive Analysis

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
*   focus attention
*   define way of working
*   know what (not) to do
Interviews


Research
      Personas
Design             Sketch

Detailed Design            Concept
Test


       Evaluation

 Prototype
Optimize

  Beta


         Manage
Scope
Role:




The Project Manager
essential           pick
                         just a few of
                        these for your
                            project!
       quick    winner!
        win
easy                           hard

       repair   quality

         contribution
How-To for Scoping

1. rank all candidate
      scope items
  2. determine their
     dependencies
 3. select the winners
UX input for Scoping

* what’s easy/hard?
 * what’s essential?
 * what should go
     together?
influence of Scoping on UX

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
*   focus attention
*   define way of working
*   know what (not) to do
Optimize
  Beta


         Manage
Scope
Role:




The Perfectionist
A
B
C
28% better
How-To for Optimizing

    10 experiment
 to learn what works
   with YOUR users

    20 GOTO 10
UX input for
     Optimization

  * UX version of Key
Performance Indicators
 * alternative designs
  * analysis of usage
influence of Optimizing on UX

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
*   focus attention
*   define way of working
*   know what (not) to do
Roles



Steps                Roadmap

         Process
Review               Requirements


         Service Design
Role:




The Procrastinator
moment         moment                     moment        moment
                    progress                        progress
       progress                                                progress
Area                    progress               progress                   Area
                                    progress

                progress                              progress
                                   progress
       Area                                                       Area

                                    Area
How-To for Roadmaps

  1. define the future
      of the system
2. identify incremental,
    meaningful steps
UX input for Roadmaps

 * areas for progress
* scope items per area
      * estimates
   * what should go
       together?
influence of Roadmaps on UX

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
*   focus attention
*   define way of working
*   know what (not) to do
*   deliver successfully
Roles



Steps                     Roadmap


         Process
Review               Requirements


         Service Design
Role:




The Process Freak
?
A       B
A   1   2        3            4       B


                     4a
        2a
C   1        3       4b   5       6   D
        2b
                     4c
na                        A P
            rso                          M
         Pe                           TE
                                   SI


      ir e-          wire
                          fram
re qu                         es          usabi
         ts                                    lity
   m en                                    test


        re en         design       proto-
     Sc              principles
            W
      F LO                         type
u ire-     design     wire              proto-
req ts      principles       fram
                                   es
  men                                       type




  A                                                B
                    AP
   s ona          M            n        usabi
Per            TE        Sc ree                 lity te
                                                        st
             SI
                          FL OW
user     concept   detailed   prototype &
research    design    design      evaluate
user
     research

                   detailed
                    design
      concept
C      design                   D

    prototype &   prototype &
      evaluate      evaluate
?
A   1   2       3   4   B
wire
   u ire-     design         fram
                                    es       proto-
req ts      principles
  men                                         type



  user      concept      detailed        prototype &
reseach      design       design           evaluate

                    AP
    s ona         M                       usabi
 Per           TE               n                 lity te
                                                          st
             SI           Sc ree
                           FL OW
How-To for
 Design Processes

 1. brainstorm steps
  2. create diagram
3. document process
     (do NOT copy
 someone else’s diagram)
UX input for
   Design Processes

 * team deliverables
  * preferred way of
        working
* team responsibilities
influence of Design Processes

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
*   focus attention
*   define way of working
*   know what (not) to do
*   deliver successfully
Pitch                                                 Estimate
                                          Business
        Optimize                                                               Scenarios

  Beta                                                                               Position
                                              Roles

           Manage                                                      Strategy
                                 Steps                     Roadmap
Scope                                                                                  Competition

                                          Process
Test                                                                                    Interviews
                                 Review               Requirements

         Evaluation                                                    Research
                                          Service Design

                                                                                    Personas
  Prototype


                                          Design                            Sketch

               Detailed Design                               Concept
These roles:




influence the UX
Influence on UX

*   define UX Vision
*   inspire & get inspired
*   determine budget
*   set expectations
*   analyze competition
*   focus attention
*   define way of working
*   know what (not) to do
*   deliver successfully
Look Around You
                 Influence the
                User Experience


                Amsterdam UX Cocktail Hour at Funda, July 21, 2011

peter boersma
@pboersma

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Amsterdam UX cocktail influences

  • 1. Look Around You Influences on User Experience Amsterdam UX Cocktail Hour at Funda, July 21, 2011 peter boersma @pboersma
  • 2.
  • 3.
  • 4.
  • 7.
  • 8. ?
  • 10. Business Manage Strategy Process Evaluation Research Design
  • 11. Business Manage Strategy Process f ce o n ts rie en pe Evaluation em Ex l r Research E e s U Design
  • 12. Business Manage Strategy Process typical ( ) Evaluation Research User-Centered Design Design
  • 13. Business More Elements of Manage User Experience Strategy Process Evaluation Research Design
  • 14. Business these influence the User Experience Manage too! Strategy Process Evaluation Research Design
  • 15. Pitch Estimate Business Optimize Scenarios Beta Position Roles Manage Strategy Steps Roadmap Scope Competition Process Test Interviews Review Requirements Evaluation Research Service Design Personas Prototype Design Sketch Detailed Design Concept
  • 16. for each deliverable I will show: * the organizational role * an example & how-to * input by the UX team * influence on UX
  • 17. Pitch Business Estimate Scenarios
  • 19.
  • 20.
  • 21.
  • 22. X
  • 23.
  • 24.
  • 25.
  • 26. How-To for Pitching 1. en-vision the future by visualizing it 2. set expectations around contribution
  • 27. UX input for a Pitch * visions of the future * partial solutions * (answers to RFP & questions)
  • 28. influence of the Pitch on UX * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition
  • 29. Pitch Business Estimate Scenarios
  • 32. “many” and “a lot” are good first guesses!
  • 33. input for estimates output scope items requirements assumptions approach calculations team skills explanations experience with subject risks experience with client experience of client when available when possible
  • 34. output example output assumptions assuming we design 10 wireframes (5 complex + 5 medium) plus 15 components calculations we estimate we need 300 hours (explanations) (5x16 + 5x8) + (15x12) risks but we don’t know the documentation needs of the developer
  • 35. How-To for Estimating 1. you determine what gets estimated 2. explore every assumption you make
  • 36. UX input for an Estimate * assumptions * what’s easy/hard? * estimates for deliverables * risks
  • 37. influence of an Estimate on UX * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working
  • 38. Position Strategy Competition
  • 40. sales service client core brand client communities
  • 41. communities Competitor client Competitor Big Big Competitor Competitor sales service Competitor Competitor Competitor Competitor client Competitor core brand
  • 42. How-To for Positioning 1. create a map 2. find the spot that matches your vision 3. see who is there 4. identify differences
  • 43. UX input for Positioning * attributes that are important to users * competitors, in terms of UX * scope-items that differentiate
  • 44. influence of Positioning on UX * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working
  • 45. Position Strategy Competition
  • 47.
  • 48.
  • 49.
  • 50.
  • 51.
  • 52. How-To for Competitive Analysis “know your enemy” (Sun Tzu, The Art of War)
  • 53. UX input for Competitive Analysis * competitors, in terms of UX * SWOT analyses
  • 54. influence of Competitive Analysis * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do
  • 56. Design Sketch Detailed Design Concept
  • 57. Test Evaluation Prototype
  • 58. Optimize Beta Manage Scope
  • 60. essential pick just a few of these for your project! quick winner! win easy hard repair quality contribution
  • 61. How-To for Scoping 1. rank all candidate scope items 2. determine their dependencies 3. select the winners
  • 62. UX input for Scoping * what’s easy/hard? * what’s essential? * what should go together?
  • 63. influence of Scoping on UX * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do
  • 64. Optimize Beta Manage Scope
  • 66. A
  • 67. B
  • 68. C
  • 69.
  • 70.
  • 72. How-To for Optimizing 10 experiment to learn what works with YOUR users 20 GOTO 10
  • 73. UX input for Optimization * UX version of Key Performance Indicators * alternative designs * analysis of usage
  • 74. influence of Optimizing on UX * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do
  • 75. Roles Steps Roadmap Process Review Requirements Service Design
  • 77. moment moment moment moment progress progress progress progress Area progress progress Area progress progress progress progress Area Area Area
  • 78. How-To for Roadmaps 1. define the future of the system 2. identify incremental, meaningful steps
  • 79. UX input for Roadmaps * areas for progress * scope items per area * estimates * what should go together?
  • 80. influence of Roadmaps on UX * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully
  • 81. Roles Steps Roadmap Process Review Requirements Service Design
  • 83. ? A B
  • 84. A 1 2 3 4 B 4a 2a C 1 3 4b 5 6 D 2b 4c
  • 85. na A P rso M Pe TE SI ir e- wire fram re qu es usabi ts lity m en test re en design proto- Sc principles W F LO type
  • 86. u ire- design wire proto- req ts principles fram es men type A B AP s ona M n usabi Per TE Sc ree lity te st SI FL OW
  • 87. user concept detailed prototype & research design design evaluate
  • 88. user research detailed design concept C design D prototype & prototype & evaluate evaluate
  • 89. ? A 1 2 3 4 B
  • 90.
  • 91.
  • 92.
  • 93.
  • 94.
  • 95.
  • 96.
  • 97.
  • 98.
  • 99.
  • 100.
  • 101.
  • 102. wire u ire- design fram es proto- req ts principles men type user concept detailed prototype & reseach design design evaluate AP s ona M usabi Per TE n lity te st SI Sc ree FL OW
  • 103. How-To for Design Processes 1. brainstorm steps 2. create diagram 3. document process (do NOT copy someone else’s diagram)
  • 104. UX input for Design Processes * team deliverables * preferred way of working * team responsibilities
  • 105. influence of Design Processes * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully
  • 106. Pitch Estimate Business Optimize Scenarios Beta Position Roles Manage Strategy Steps Roadmap Scope Competition Process Test Interviews Review Requirements Evaluation Research Service Design Personas Prototype Design Sketch Detailed Design Concept
  • 108. Influence on UX * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully
  • 109. Look Around You Influence the User Experience Amsterdam UX Cocktail Hour at Funda, July 21, 2011 peter boersma @pboersma