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XBOSoft, Inc. All Rights Reserved. 1
Agile Product and User-Centered
Design Methodologies Webinar
with Kate Valdes
#XBOSoftwebinar
XBOSoft
Dedicated to software quality improvement
Founded in 2006
We speed products to market with our expert:
• Software QA consulting
• Software testing
Global team with offices in San Francisco, Beijing and
Amsterdam
XBOSoft, Inc. All Rights Reserved. 2
“Thorough, accurate and fast”
House Rules
 Participants other than the speakers are muted
 Post questions via the GoToWebinar control on
the right side of your screen or through Twitter
@XBOSoft
 Questions may be asked throughout the webinar -
we’ll try to answer them at the end
 You will receive information on the webinar
recording after the event
XBOSoft, Inc. All Rights Reserved. 3
Event hashtag: #XBOSoftwebinar
Meet Our Speakers
Philip Lew
CEO and Founder, XBOSoft
• Relevant specialties and
passions
o Software quality process,
evaluation, measurement
and improvement
o Software quality in use /
UX design
o Mobile User Experience
and usability
o Cycling and travel
• Contact: @philiplew
XBOSoft, Inc. All Rights Reserved. 4
Karla Smith
Marketing Manager,
XBOSoft
• Emails you about our
industry hot topic webinars
• Invites you to download our
latest trends in software
testing white papers
XBOSoft Team
Guest Presenter
Kate Valdes
XBOSoft, Inc. All Rights Reserved. 5
• As Senior UX Designer, BlackLine, has helped
guide the financial controls enterprise platform to
market-leader status
• 10 years of product design experience, crafting
UX/UI solutions for task, data-driven platforms
• Previous design work with Polycom and GoWesty,
with experience in e-commerce product fulfillment
• Follow: @k8valdes
• Lover of Belgian style beer, yoga, rugby, wannabe cyclist
• Has failed, a lot, and is better at it now. #rapid
INTERSECTION OF AGILE & UCD
Natural touch points with clients
XBOSoft, Inc. All Rights Reserved. 6
Agenda
XBOSoft, Inc. All Rights Reserved. 7
• Agile / UCD Introduction
• UX Research Landscape
– 10,000 ft view
– 100 ft view
• Look at a specific test plan
• UCD in the scrum
• Establishing a culture of curiosity
This Webinar is for
XBOSoft, Inc. All Rights Reserved. 8
• Strategic Product Thinkers
• Anyone who wants to
– make better products faster
– find out more about their users
– foster a culture of “user first”
– anyone who wants to add value
• Designers / Developers / Product / Executives
What is Agile?
XBOSoft, Inc. All Rights Reserved. 9
• It’s a buzzword
– Game changing, silver bullet, world peace, unicorns
• Movement challenging traditional software
development methods
– adopting lean manufacturing principles with the
goal of eliminating waste
• Small, quick, meaningful & measured chunks;
Iteration
First Principal of the Agile Manifesto!
XBOSoft, Inc. All Rights Reserved. 10
• “Our highest priority is to satisfy the customer
through early and continuous delivery of
valuable software”
– Get it out in the wild!
What is User-Centered Design?
XBOSoft, Inc. All Rights Reserved. 11
• A methodology that mandates bringing the
customer into each phase of the product
development process
• A toolkit helping designers, identity user
motivations and actions
• Designing products for the end user rather than
for cool features or business objectives
What do Our Users want?
XBOSoft, Inc. All Rights Reserved. 12
Our Arsenal
XBOSoft, Inc. All Rights Reserved. 13
Activity Types Deliverables Methodologies
Contextual Inquiries Personas Qualitative
Non-directive Interviews Mental Modals Quantitative
Questionnaires Storyboards Etc.
Social boards Site Maps
Usability Testing Wireframes
A/B Testing Prototypes
Analytical Feedback: GA,
New Relic, etc.
Feature / Competitive
Analysis
Card sorting User Flows
Heat Map
Finding Brief
When do we do what, and how?
XBOSoft, Inc. All Rights Reserved. 14
• As researchers we are taught to ask why to
our clients
• Start by asking why within your organization
• Then reach out to your clients
XBOSoft, Inc. All Rights Reserved. 15
• Startups
– need to constantly check in with their potential user
base to validate business idea or pivot
• Established technology companies
– Already have a user base
– Want to keep and expand their user base
– Want to stay ahead of competitors
Environment & Business Needs
Gorilla or Not a Gorilla
XBOSoft, Inc. All Rights Reserved. 16
• A structured and repeatable process
• Or Gorilla
XBOSoft, Inc. All Rights Reserved. 17
• Have these foundations been enabled within
your organization?
– Quick deployment schedule, multivariate A/B
– A solid analytical tool that is property
configured & managed
– Usability testing
– User feedback
from surveys,
social sites, etc.
Foundations of Feedback
Integrating UCD Into the Process
XBOSoft, Inc. All Rights Reserved. 18
• Discovery / Concept
• UX / UI Design (Sprint 0)
• Development
• Measure & Repeat
Discovery – Begin Research
XBOSoft, Inc. All Rights Reserved. 19
• Spend time with product & SME experts
• Put yourself in the user’s shoes
• Create a focused test plan that will provide
actionable insight
• Conduct research and analyze the results
• Craft a narrative from the results (deliverables)
Craft a Focused Test Plan
XBOSoft, Inc. All Rights Reserved. 20
• Clear
• Concise
• Context
• Test plan example
Sprint 0 - UX / UI Design
XBOSoft, Inc. All Rights Reserved. 21
• Research findings inform design
– Prototypes are developed to
communicate how a feature will look,
feel, and behave to the user
– Identify and exhaust all the potential
behavior scenarios
• Share prototyped design
– Ask why again, adapt as necessary
Development
XBOSoft, Inc. All Rights Reserved. 22
• Communicate objectives, discovery & design
early and often
• Uncover unforeseen scenarios
• Applying technical insight
• Release often to get feedback from the user as
soon as possible
Measure
XBOSoft, Inc. All Rights Reserved. 23
• Now that your feature is out in the wild, how is it
meeting business and design objectives?
– Check your analytics
– Ask! Structure another test plan
– Take action!
– Repeat
Establishing a Culture of Curiosity
XBOSoft, Inc. All Rights Reserved. 24
• Encourage exploration & failure
• Empower employees by giving everyone access to
the feedback foundations, access to clients, time
to complete discovery
• You can only add value if you know what value is!
Post your webinar questions on Twitter @XBOSoft
Registrants will receive an email with information on where to view the recording
and slides of today’s webinar.
Join us to keep updated on all our webinars, reports and white papers:
facebook.com/xbosoft
+xbosoft
linkedin.com/company/xbosoft
Check out our blog: http://xbosoft.com/software-quality-blog/
Download our free white papers: http://xbosoft.com/knowledge-center/
Contact us with ideas for future webinars or questions regarding our services!
services@xbosoft.com
Thank you!
Q+A
www.xbosoft.com

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Agile Product and User-Centered Design Methodologies Webinar - XBOSoft

  • 1. XBOSoft, Inc. All Rights Reserved. 1 Agile Product and User-Centered Design Methodologies Webinar with Kate Valdes #XBOSoftwebinar
  • 2. XBOSoft Dedicated to software quality improvement Founded in 2006 We speed products to market with our expert: • Software QA consulting • Software testing Global team with offices in San Francisco, Beijing and Amsterdam XBOSoft, Inc. All Rights Reserved. 2 “Thorough, accurate and fast”
  • 3. House Rules  Participants other than the speakers are muted  Post questions via the GoToWebinar control on the right side of your screen or through Twitter @XBOSoft  Questions may be asked throughout the webinar - we’ll try to answer them at the end  You will receive information on the webinar recording after the event XBOSoft, Inc. All Rights Reserved. 3 Event hashtag: #XBOSoftwebinar
  • 4. Meet Our Speakers Philip Lew CEO and Founder, XBOSoft • Relevant specialties and passions o Software quality process, evaluation, measurement and improvement o Software quality in use / UX design o Mobile User Experience and usability o Cycling and travel • Contact: @philiplew XBOSoft, Inc. All Rights Reserved. 4 Karla Smith Marketing Manager, XBOSoft • Emails you about our industry hot topic webinars • Invites you to download our latest trends in software testing white papers XBOSoft Team
  • 5. Guest Presenter Kate Valdes XBOSoft, Inc. All Rights Reserved. 5 • As Senior UX Designer, BlackLine, has helped guide the financial controls enterprise platform to market-leader status • 10 years of product design experience, crafting UX/UI solutions for task, data-driven platforms • Previous design work with Polycom and GoWesty, with experience in e-commerce product fulfillment • Follow: @k8valdes • Lover of Belgian style beer, yoga, rugby, wannabe cyclist • Has failed, a lot, and is better at it now. #rapid
  • 6. INTERSECTION OF AGILE & UCD Natural touch points with clients XBOSoft, Inc. All Rights Reserved. 6
  • 7. Agenda XBOSoft, Inc. All Rights Reserved. 7 • Agile / UCD Introduction • UX Research Landscape – 10,000 ft view – 100 ft view • Look at a specific test plan • UCD in the scrum • Establishing a culture of curiosity
  • 8. This Webinar is for XBOSoft, Inc. All Rights Reserved. 8 • Strategic Product Thinkers • Anyone who wants to – make better products faster – find out more about their users – foster a culture of “user first” – anyone who wants to add value • Designers / Developers / Product / Executives
  • 9. What is Agile? XBOSoft, Inc. All Rights Reserved. 9 • It’s a buzzword – Game changing, silver bullet, world peace, unicorns • Movement challenging traditional software development methods – adopting lean manufacturing principles with the goal of eliminating waste • Small, quick, meaningful & measured chunks; Iteration
  • 10. First Principal of the Agile Manifesto! XBOSoft, Inc. All Rights Reserved. 10 • “Our highest priority is to satisfy the customer through early and continuous delivery of valuable software” – Get it out in the wild!
  • 11. What is User-Centered Design? XBOSoft, Inc. All Rights Reserved. 11 • A methodology that mandates bringing the customer into each phase of the product development process • A toolkit helping designers, identity user motivations and actions • Designing products for the end user rather than for cool features or business objectives
  • 12. What do Our Users want? XBOSoft, Inc. All Rights Reserved. 12
  • 13. Our Arsenal XBOSoft, Inc. All Rights Reserved. 13 Activity Types Deliverables Methodologies Contextual Inquiries Personas Qualitative Non-directive Interviews Mental Modals Quantitative Questionnaires Storyboards Etc. Social boards Site Maps Usability Testing Wireframes A/B Testing Prototypes Analytical Feedback: GA, New Relic, etc. Feature / Competitive Analysis Card sorting User Flows Heat Map Finding Brief
  • 14. When do we do what, and how? XBOSoft, Inc. All Rights Reserved. 14 • As researchers we are taught to ask why to our clients • Start by asking why within your organization • Then reach out to your clients
  • 15. XBOSoft, Inc. All Rights Reserved. 15 • Startups – need to constantly check in with their potential user base to validate business idea or pivot • Established technology companies – Already have a user base – Want to keep and expand their user base – Want to stay ahead of competitors Environment & Business Needs
  • 16. Gorilla or Not a Gorilla XBOSoft, Inc. All Rights Reserved. 16 • A structured and repeatable process • Or Gorilla
  • 17. XBOSoft, Inc. All Rights Reserved. 17 • Have these foundations been enabled within your organization? – Quick deployment schedule, multivariate A/B – A solid analytical tool that is property configured & managed – Usability testing – User feedback from surveys, social sites, etc. Foundations of Feedback
  • 18. Integrating UCD Into the Process XBOSoft, Inc. All Rights Reserved. 18 • Discovery / Concept • UX / UI Design (Sprint 0) • Development • Measure & Repeat
  • 19. Discovery – Begin Research XBOSoft, Inc. All Rights Reserved. 19 • Spend time with product & SME experts • Put yourself in the user’s shoes • Create a focused test plan that will provide actionable insight • Conduct research and analyze the results • Craft a narrative from the results (deliverables)
  • 20. Craft a Focused Test Plan XBOSoft, Inc. All Rights Reserved. 20 • Clear • Concise • Context • Test plan example
  • 21. Sprint 0 - UX / UI Design XBOSoft, Inc. All Rights Reserved. 21 • Research findings inform design – Prototypes are developed to communicate how a feature will look, feel, and behave to the user – Identify and exhaust all the potential behavior scenarios • Share prototyped design – Ask why again, adapt as necessary
  • 22. Development XBOSoft, Inc. All Rights Reserved. 22 • Communicate objectives, discovery & design early and often • Uncover unforeseen scenarios • Applying technical insight • Release often to get feedback from the user as soon as possible
  • 23. Measure XBOSoft, Inc. All Rights Reserved. 23 • Now that your feature is out in the wild, how is it meeting business and design objectives? – Check your analytics – Ask! Structure another test plan – Take action! – Repeat
  • 24. Establishing a Culture of Curiosity XBOSoft, Inc. All Rights Reserved. 24 • Encourage exploration & failure • Empower employees by giving everyone access to the feedback foundations, access to clients, time to complete discovery • You can only add value if you know what value is!
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