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m re
       elements of
     user experience
           a tour of non-design
               deliverables


peter boersma
@pboersma
2001
2011
?
Design
Strategy Research
Business



 Manage                 Strategy

             Process

Evaluation              Research



             Design
Business



 Manage                      Strategy

             Process
                           of nce
                        ts rie
                      en pe
                  em Ex
Evaluation      El er           Research
                 s
                U

             Design
Business



 Manage                      Strategy

               Process

Evaluation      typical      Research
             User-Centered
                Design


                Design
Business

                  these
              influence the
 Manage      User Experience   Strategy
                   too!

                Process

Evaluation                     Research



                 Design
Business

                  More
              Elements of
 Manage      User Experience   Strategy

                Process

Evaluation                     Research



                 Design
Pitch                                                Estimate
                                          Business
        Optimize                                                              Scenarios

  Beta                                                                              Position
                                            Roles

           Manage                                                     Strategy
                                 Steps               Service Design
Scope                                                                                 Competition

                                          Process
Test                                                                                   Interviews
                                 Review              Requirements

         Evaluation                                                   Research
                                           Roadmap

                                                                                   Personas
  Prototype


                                          Design                           Sketch

               Detailed Design                            Concept
for each non-design
 deliverable in this
  tour, I will show:
     * an example
      * a How-To
* input by the UX team
 * impact on UX
Pitch   Business   Estimate

                         Scenarios
X
How-To for Pitching

    help your client
to en-vision the future
    by visualizing it
UX input for a Pitch

* visions of the future
  * partial solutions
   * scope items for
       solutions
* (answers to RFP & questions)
impact of the Pitch on UX

*   define UX Vision          I
*   inspire & get inspired   I
*   determine budget         I
*   set expectations         I
*   analyze competition      I
Pitch
        Business   Estimate
                        Scenarios
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
(3. keep estimates honest; use any
    margins to wow the client)
UX input for an
     Estimate

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

*   define UX Vision          I
*   inspire & get inspired   I
*   determine budget         II
*   set expectations         II
*   analyze competition      I
*   focus attention          I
*   define way of working     I
Position
Strategy
           Competition
sales     client   client
                            service



core brand
         client
                       communities
                   client
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
impact of Positioning on UX

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

Strategy
      Competition
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
impact of Competitive Analysis
on UX
* define UX Vision         II
* inspire & get inspired   II
* determine budget         II
* set expectations         II
* analyze competition      III
* focus attention          II
* define way of working     I
* know what (not) to do     I
Interviews


Research
      Personas
Design             Sketch

Detailed Design            Concept
Test


       Evaluation

 Prototype
Optimize

  Beta

         Manage
Scope
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?
impact of Scoping on UX

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

         Manage
Scope
28% better
A
B
C
B
A
How-To for Optimizing

     1. experiment
 to learn what works
   with YOUR users

     2. GOTO 1
UX input for
     Optimization

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

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

  Beta                                                              Position

           Manage                                     Strategy
Scope                                                                 Competition

                                 Process
Test                                                                   Interviews


         Evaluation                                   Research
                                                                   Personas
  Prototype


                                 Design                    Sketch

               Detailed Design              Concept
Roles

Steps               Service Design


         Process
Review              Requirements


          Roadmap
T-model

wide experience




     knowledge
       deep
information
architecture
                                 T-model

               user experience
T-model

user experience



     interaction
       design
interaction
  design
                                 T-model




information
architecture
               user experience
user research



     visual design



   interaction design



information architecture
                                             T-model




    usability testing
                           user experience




      prototyping
How-To for Team Roles

  1. build a team,
made of overlapping
      T-shapes
 2. keep the team
balanced over time
UX input for Team Roles

     * team skills
   * required skills
    * gap analysis
     * career plan
impact of Team Roles on UX

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



Steps              Service Design


         Process
Review             Requirements


         Roadmap
Area                        Area




       Area          Area

              Area
progress                           progress
Area                                                  Area

              progress              progress
                         progress
       Area                                    Area

                          Area
progress                        progress
       progress                                              progress
Area                  progress               progress                   Area
                                  progress

              progress                              progress
                                 progress
       Area                                                     Area

                                  Area
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?
impact of Roadmaps on UX

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



Steps               Service Design


         Process
Review              Requirements


          Roadmap
?
A       B
A   1   2        3            4       B


                     4a
        2a
C   1        3       4b   5       6   D
        2b
                     4c
na                          A P
             o
        Pers                        T EM
                                  SI

      ire-          wire
                         fr
  equ
                           ames
r                                    usabi
                                          lity
   me  nts
                                      test


       cr een        design       proto-
     S              principles
      FL  OW                      type
e-     design
   uir                   wire              proto-
req ts      principles        fr ames
  men                                       type




      1           2          3                  4

        a           AP
    son        TE
                  M            en       usabi
                                             lity te
Per                        cre                       st
             SI          S
                                W
                          F LO
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
       e-     design          fr
   uir                          ames       proto-
req ts      principles
  men                                       type



  user      concept      detailed      prototype &
reseach      design       design         evaluate

        a           AP
    son        TE
                  M                     usabi
                                             lity te
 Per                            en                   st
             SI           S cre
                                 W
                           FLO
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
Impact of Design Processes on UX

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

  Beta                                                                              Position
                                            Roles

           Manage                                                     Strategy
                                 Steps               Service Design
Scope                                                                                 Competition

                                          Process
Test                                                                                   Interviews
                                 Review              Requirements

         Evaluation                                                   Research
                                           Roadmap

                                                                                   Personas
  Prototype


                                          Design                           Sketch

               Detailed Design                            Concept
Total impact of non-design UX

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

                  these
              influence the
 Manage      User Experience   Strategy
                   too!

                Process

Evaluation                     Research



                 Design
Business

                  More
              Elements of
 Manage      User Experience    Strategy

                Process
                              of nce
                           ts rie
                         en pe
                     em Ex
Evaluation         El er           Research
                    s
                   U

                 Design
m re
       elements of
     user experience
           a tour of non-design
               deliverables


peter boersma
@pboersma

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Elements of User Experience: A Tour of Non-Design Deliverables

  • 1. m re elements of user experience a tour of non-design deliverables peter boersma @pboersma
  • 2.
  • 3.
  • 4.
  • 7.
  • 8.
  • 9. ?
  • 11. Business Manage Strategy Process Evaluation Research Design
  • 12. Business Manage Strategy Process of nce ts rie en pe em Ex Evaluation El er Research s U Design
  • 13. Business Manage Strategy Process Evaluation typical Research User-Centered Design Design
  • 14. Business these influence the Manage User Experience Strategy too! Process Evaluation Research Design
  • 15. Business More Elements of Manage User Experience Strategy Process Evaluation Research Design
  • 16. Pitch Estimate Business Optimize Scenarios Beta Position Roles Manage Strategy Steps Service Design Scope Competition Process Test Interviews Review Requirements Evaluation Research Roadmap Personas Prototype Design Sketch Detailed Design Concept
  • 17. for each non-design deliverable in this tour, I will show: * an example * a How-To * input by the UX team * impact on UX
  • 18. Pitch Business Estimate Scenarios
  • 19.
  • 20.
  • 21.
  • 22.
  • 23. X
  • 24.
  • 25.
  • 26. How-To for Pitching help your client to en-vision the future by visualizing it
  • 27. UX input for a Pitch * visions of the future * partial solutions * scope items for solutions * (answers to RFP & questions)
  • 28. impact of the Pitch on UX * define UX Vision I * inspire & get inspired I * determine budget I * set expectations I * analyze competition I
  • 29. Pitch Business Estimate Scenarios
  • 31. “many” and “a lot” are good first guesses!
  • 32. 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
  • 33. 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
  • 34. How-To for Estimating 1. you determine what gets estimated 2. explore every assumption you make (3. keep estimates honest; use any margins to wow the client)
  • 35. UX input for an Estimate * assumptions * what’s easy/hard? * estimates for deliverables * risks
  • 36. impact of an Estimate on UX * define UX Vision I * inspire & get inspired I * determine budget II * set expectations II * analyze competition I * focus attention I * define way of working I
  • 37. Position Strategy Competition
  • 38. sales client client service core brand client communities client
  • 39. communities Competitor client Competitor Big Big Competitor Competitor sales service Competitor Competitor Competitor Competitor client Competitor core brand
  • 40. How-To for Positioning 1. create a map 2. find the spot that matches your vision 3. see who is there 4. identify differences
  • 41. UX input for Positioning * attributes that are important to users * competitors, in terms of UX * scope-items that differentiate
  • 42. impact of Positioning on UX * define UX Vision II * inspire & get inspired I * determine budget II * set expectations II * analyze competition II * focus attention II * define way of working I
  • 43. Position Strategy Competition
  • 44.
  • 45.
  • 46.
  • 47.
  • 48.
  • 49. How-To for Competitive Analysis “know your enemy” (Sun Tzu, The Art of War)
  • 50. UX input for Competitive Analysis * competitors, in terms of UX * SWOT analyses
  • 51. impact of Competitive Analysis on UX * define UX Vision II * inspire & get inspired II * determine budget II * set expectations II * analyze competition III * focus attention II * define way of working I * know what (not) to do I
  • 53. Design Sketch Detailed Design Concept
  • 54. Test Evaluation Prototype
  • 55. Optimize Beta Manage Scope
  • 56. essential pick just a few of these for your project! quick winner! win easy hard repair quality contribution
  • 57. How-To for Scoping 1. rank all candidate scope items 2. determine their dependencies 3. select the winners
  • 58. UX input for Scoping * what’s easy/hard? * what’s essential? * what should go together?
  • 59. impact of Scoping on UX * define UX Vision II * inspire & get inspired II * determine budget III * set expectations III * analyze competition III * focus attention III * define way of working I * know what (not) to do II
  • 60. Optimize Beta Manage Scope
  • 61.
  • 63. A
  • 64. B
  • 65. C B A
  • 66.
  • 67. How-To for Optimizing 1. experiment to learn what works with YOUR users 2. GOTO 1
  • 68. UX input for Optimization * UX version of Key Performance Indicators * alternative designs * analysis of usage
  • 69. impact of Optimizing on UX * define UX Vision II * inspire & get inspired II * determine budget III * set expectations III * analyze competition III * focus attention III * define way of working I * know what (not) to do III
  • 70. Pitch Estimate Business Optimize Scenarios Beta Position Manage Strategy Scope Competition Process Test Interviews Evaluation Research Personas Prototype Design Sketch Detailed Design Concept
  • 71. Roles Steps Service Design Process Review Requirements Roadmap
  • 72. T-model wide experience knowledge deep
  • 73. information architecture T-model user experience
  • 74. T-model user experience interaction design
  • 75. interaction design T-model information architecture user experience
  • 76. user research visual design interaction design information architecture T-model usability testing user experience prototyping
  • 77. How-To for Team Roles 1. build a team, made of overlapping T-shapes 2. keep the team balanced over time
  • 78. UX input for Team Roles * team skills * required skills * gap analysis * career plan
  • 79. impact of Team Roles on UX * define UX Vision II * inspire & get inspired II * determine budget III * set expectations III * analyze competition III * focus attention IIII * define way of working II * know what (not) to do IIII * deliver successfully I
  • 80. Roles Steps Service Design Process Review Requirements Roadmap
  • 81.
  • 82. Area Area Area Area Area
  • 83. progress progress Area Area progress progress progress Area Area Area
  • 84. progress progress progress progress Area progress progress Area progress progress progress progress Area Area Area
  • 85. moment moment moment moment progress progress progress progress Area progress progress Area progress progress progress progress Area Area Area
  • 86.
  • 87. How-To for Roadmaps 1. define the future of the system 2. identify incremental, meaningful steps
  • 88. UX input for Roadmaps * areas for progress * scope items per area * estimates * what should go together?
  • 89. impact of Roadmaps on UX * define UX Vision III * inspire & get inspired II * determine budget IIII * set expectations IIII * analyze competition III * focus attention IIII * define way of working II * know what (not) to do IIII * deliver successfully II
  • 90. Roles Steps Service Design Process Review Requirements Roadmap
  • 91. ? A B
  • 92. A 1 2 3 4 B 4a 2a C 1 3 4b 5 6 D 2b 4c
  • 93. na A P o Pers T EM SI ire- wire fr equ ames r usabi lity me nts test cr een design proto- S principles FL OW type
  • 94. e- design uir wire proto- req ts principles fr ames men type 1 2 3 4 a AP son TE M en usabi lity te Per cre st SI S W F LO
  • 95. user concept detailed prototype & research design design evaluate
  • 96. user research detailed design concept C design D prototype & prototype & evaluate evaluate
  • 97. ? A 1 2 3 4 B
  • 98.
  • 99.
  • 100.
  • 101.
  • 102.
  • 103. wire e- design fr uir ames proto- req ts principles men type user concept detailed prototype & reseach design design evaluate a AP son TE M usabi lity te Per en st SI S cre W FLO
  • 104. How-To for Design Processes 1. brainstorm steps 2. create diagram 3. document process (do NOT copy someone else’s diagram)
  • 105. UX input for Design Processes * team deliverables * preferred way of working * team responsibilities
  • 106. Impact of Design Processes on UX * define UX Vision IIII * inspire & get inspired II * determine budget IIII * set expectations IIIII * analyze competition III * focus attention IIIII * define way of working III * know what (not) to do IIIII * deliver successfully III
  • 107. Pitch Estimate Business Optimize Scenarios Beta Position Roles Manage Strategy Steps Service Design Scope Competition Process Test Interviews Review Requirements Evaluation Research Roadmap Personas Prototype Design Sketch Detailed Design Concept
  • 108. Total impact of non-design UX * define UX Vision IIII * inspire & get inspired II * determine budget IIII * set expectations IIIII * analyze competition III * focus attention IIIII * define way of working III * know what (not) to do IIIII * deliver successfully III
  • 109. Business these influence the Manage User Experience Strategy too! Process Evaluation Research Design
  • 110. Business More Elements of Manage User Experience Strategy Process of nce ts rie en pe em Ex Evaluation El er Research s U Design
  • 111.
  • 112.
  • 113.
  • 114. m re elements of user experience a tour of non-design deliverables peter boersma @pboersma