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Effect Mapping:
A Better Way to Get
Really Usable Results
Out of IT Projects

                 Jonas Söderström
                    InUse, Sweden
proposed hashtags

  #effectmap
     #ias11

@jonas_blind_hen
tweet note
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          d
      eive it
conc mm
at IA Su !
     2010
Swedish government
       Swedish parliament
       IKEA
       SonyEricsson




1994
Case #1:
          Örebro Municipality




Photo: Joakim Johansson
(Alendri)/ flickr
Full focus on user’s needs
Among top 3 municipality web sites
(of 290) in three different evaluations
No traditional specifications document
Case #2:
     The Swedish Pensions Agency




Photo: Tobias
Bjorkgren/ flickr
Voted
”Best public
sector web
site 2010”
by the users


     The Web
      Service
       Award
{   methodology



effect mapping
effect mapping
{  artifact
Plug in for project models
tweetable

  Project models focus on
time and budget, but in fact
  ignores the quality of the
     delivered product.
tweetable


Effect mapping puts focus
   on the quality-in-use
    of the end product.
1 Effects
    2 Effect agents
effect mapping
    3 Usage goals
    4 Actions
1 Effects


effect mapping
”Userfriendlyness”
effects
results
 value
benefits
Desired benefits arise only in use.




If it isn’t used, it won’t have any
          effect whatsoever.
means
  metrics
desired effects
”implement             ”need a much
version 2.0 of    ☞      more stable
system X”                  platform”

”shift to a                  ”want to
more modern       ☞    publish faster,
CMS”                  with less effort”

”get more             ”must increase
visitors to the
web site”
                  ☞    revenue from
                      ads and sales”
”need a much           ”downtime
   more stable      ☞   less than
     platform”          0.1 %”

       ”want to         ”decrease time
 publish faster,    ☞   to publish page
with less effort”       from 10 to 2 min”

”must increase          ”conversion
 revenue from
ads and sales”
                    ☞   rate up from
                        x to y %”
• Interviews with stakeholders
• 2 – 3 workshops with decision makers
• ”Why? Why? Why? Why?”
• What should be the lasting
  improvement, after the project is over?
• Buy-in on desired effects, KPI / metrics
effect mapping
{  artifact
Effects
            More efficient
          order management   ✘   #
                                 #
                                     time/order -30 %

                                     mistakes -60 %
This is not entirely new.
What has proved succesful
is the way to tie the goals
to users and their
usage goals.
1 Effects


effect mapping
2 Effect agents
effect mapping
Effects
               More efficient
             order management   ✘   #
                                    #
                                        time/order -30 %

                                        mistakes -60 %




               ?                ?          ?
Which users can create
the desired effects?
(If it isn’t used, their will be no effects.)
User research
Interviews
Observations
Log analysis
Contextual analysis
Whatever!
demographics
People with similar needs,
expectations or behaviour
when using the product.
What interface do
you like? Are you
computer literate?
Can you help us to
reach the goal? How?
Effects
            More efficient
          order management   ✘   #
                                 #
                                     time/order -30 %

                                     mistakes -60 %




Effect             Order

agents           recipient
Real-world examples
Case #3:
 The National Board of Health
 and Welfare’s web site

Effects      Follow our rules!
                                  ✘
Effect
agents
          nurses                 doctors   health admins
Case #3:
The National Board of Health
and Welfare’s web site
 Traditional web site with ”news”
 Interviews with +40 users
 Noone was interested in news or read them!
Case #3:
The National Board of Health
and Welfare’s web site
 Get answers!
  Medical questions, specific
  Advice on malpractice issues
Effects     Follow our rules!
                                ✘
Effect
agents
          need                  want
          fact                  advise
Case #3:
The National Board of Health
and Welfare’s web site
 Get answers!
  Medical questions, specific
  Advice on malpractice issues
 Have my say!
  Want to influence, critizise, suggest
Effects     Follow our rules!
                                ✘
Effect
agents
          need                  want     want
          fact                  advise   to
                                         speak
2 Effect agents
effect mapping
effect mapping
    3 Usage goals
Usage goals
What are the user’s goals?
Why would they use it?
The key to success is
 Understanding user’s goals
 ... and aligning them with business goals.
Effects
              More efficient
            order management   ✘   #
                                   #
                                       time/order -30 %

                                       mistakes -60 %




Effect               Order

agents             recipient



Usage     Want fewer
          incomplete
                                        #
                                            incomplete
                                            orders -75 %

goals        forms
The solution must satisfy all goals



Usage    Want          Must
goals
                Need
Effects      Follow our rules!
                                  ✘
Effect
agents
Usage
goals     • need
           fact
                                 • want
                                  advise
                                           • want
                                             to
          • must                 • must      speak
           follow                 follow   • must
           rules                  rules      follow
                                             rules
Real-world document
The Swedish Social
Insurance Agency
effect mapping
    3 Usage goals
effect mapping
    4 Actions
Effects
               More efficient
             order management      ✘           #
                                               #
                                                   time/order -30 %

                                                   mistakes -60 %




Effect                   Order

agents                 recipient



Usage      Want fewer
           incomplete
                                                    #
                                                        incomplete
                                                        orders -75 %

goals         forms

          Validation   ✔           ✔   Simplify order form

Actions
                            ✔          ✔
Effects
               More efficient
             order management      ✘           #
                                               #
                                                   time/order -30 %

                                                   mistakes -60 %




Effect                   Order

agents                 recipient



Usage      Want fewer
           incomplete
                                                    #
                                                        incomplete
                                                        orders -75 %

goals         forms

          Validation   ✔           ✔   Simplify order form

Actions
                            ✔          ✔
Effects
               More efficient
             order management      ✘           #
                                               #
                                                   time/order -30 %

                                                   mistakes -60 %




Effect                   Order

agents                 recipient



Usage      Want fewer
           incomplete
                                                    #
                                                        incomplete
                                                        orders -75 %

goals         forms

          Validation   ✔           ✔   Simplify order form

Actions                                      Input to IA,
                            ✔          ✔     interaction,
                                           graphic design
Case #4:
Big pharma: retro-fitting effects
IT system tracking samples

               After 3 years:
               +300 change
               requests
               Go back:
               What were the
               original benefits
               expected?
IT system tracking samples

               90 request were
               irrelevant
               to the desired
               benefits
               Saved: 1,5
               years of system
               development
To summarize:
Increased buy-in
Unified document
Goal in sight
Tracability
Built-in measurements
Focus on benefits for the
organisation ...
... and qualities of use
for the user
Questions?
• Effect managment?
• UX/IT in Sweden?

• My book ”Stupid
  bloody system! –
  UX as a cause of
  stress in the
  workplace”?

• The welfare state?
• The Swedish
  Bikini Team?
Be in touch!
                        jonas.soderstrom@inuse.se

                        Twitter:
                        Jonas_Blind_Hen

                        Slideshare:
                        Jonas_inUse

                        In English:
                        www.javlaskitsystem.se/english

                        Cell:
                        +4673–660 32 14



Photo: Björn Falkevik

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Effect Mapping: A Better Way to Get Really Usable Results Out of IT Projects

  • 1. Effect Mapping: A Better Way to Get Really Usable Results Out of IT Projects Jonas Söderström InUse, Sweden
  • 2. proposed hashtags #effectmap #ias11 @jonas_blind_hen
  • 3. tweet note (ipad) • Tweet your notes • See all tweets with current hashtag • Add other’s tweets to your notes d eive it conc mm at IA Su ! 2010
  • 4.
  • 5. Swedish government Swedish parliament IKEA SonyEricsson 1994
  • 6.
  • 7. Case #1: Örebro Municipality Photo: Joakim Johansson (Alendri)/ flickr
  • 8. Full focus on user’s needs
  • 9. Among top 3 municipality web sites (of 290) in three different evaluations
  • 11. Case #2: The Swedish Pensions Agency Photo: Tobias Bjorkgren/ flickr
  • 12. Voted ”Best public sector web site 2010” by the users The Web Service Award
  • 13. { methodology effect mapping
  • 14. effect mapping { artifact
  • 15. Plug in for project models
  • 16. tweetable Project models focus on time and budget, but in fact ignores the quality of the delivered product.
  • 17. tweetable Effect mapping puts focus on the quality-in-use of the end product.
  • 18. 1 Effects 2 Effect agents effect mapping 3 Usage goals 4 Actions
  • 22. Desired benefits arise only in use. If it isn’t used, it won’t have any effect whatsoever.
  • 24. ”implement ”need a much version 2.0 of ☞ more stable system X” platform” ”shift to a ”want to more modern ☞ publish faster, CMS” with less effort” ”get more ”must increase visitors to the web site” ☞ revenue from ads and sales”
  • 25. ”need a much ”downtime more stable ☞ less than platform” 0.1 %” ”want to ”decrease time publish faster, ☞ to publish page with less effort” from 10 to 2 min” ”must increase ”conversion revenue from ads and sales” ☞ rate up from x to y %”
  • 26. • Interviews with stakeholders • 2 – 3 workshops with decision makers • ”Why? Why? Why? Why?” • What should be the lasting improvement, after the project is over? • Buy-in on desired effects, KPI / metrics
  • 27. effect mapping { artifact
  • 28.
  • 29. Effects More efficient order management ✘ # # time/order -30 % mistakes -60 %
  • 30. This is not entirely new. What has proved succesful is the way to tie the goals to users and their usage goals.
  • 33. Effects More efficient order management ✘ # # time/order -30 % mistakes -60 % ? ? ? Which users can create the desired effects? (If it isn’t used, their will be no effects.)
  • 36. People with similar needs, expectations or behaviour when using the product.
  • 37. What interface do you like? Are you computer literate?
  • 38. Can you help us to reach the goal? How?
  • 39. Effects More efficient order management ✘ # # time/order -30 % mistakes -60 % Effect Order agents recipient
  • 41. Case #3: The National Board of Health and Welfare’s web site Effects Follow our rules! ✘ Effect agents nurses doctors health admins
  • 42. Case #3: The National Board of Health and Welfare’s web site Traditional web site with ”news” Interviews with +40 users Noone was interested in news or read them!
  • 43. Case #3: The National Board of Health and Welfare’s web site Get answers! Medical questions, specific Advice on malpractice issues
  • 44. Effects Follow our rules! ✘ Effect agents need want fact advise
  • 45. Case #3: The National Board of Health and Welfare’s web site Get answers! Medical questions, specific Advice on malpractice issues Have my say! Want to influence, critizise, suggest
  • 46. Effects Follow our rules! ✘ Effect agents need want want fact advise to speak
  • 48. effect mapping 3 Usage goals
  • 49. Usage goals What are the user’s goals? Why would they use it? The key to success is Understanding user’s goals ... and aligning them with business goals.
  • 50. Effects More efficient order management ✘ # # time/order -30 % mistakes -60 % Effect Order agents recipient Usage Want fewer incomplete # incomplete orders -75 % goals forms
  • 51. The solution must satisfy all goals Usage Want Must goals Need
  • 52. Effects Follow our rules! ✘ Effect agents Usage goals • need fact • want advise • want to • must • must speak follow follow • must rules rules follow rules
  • 53. Real-world document The Swedish Social Insurance Agency
  • 54. effect mapping 3 Usage goals
  • 55. effect mapping 4 Actions
  • 56. Effects More efficient order management ✘ # # time/order -30 % mistakes -60 % Effect Order agents recipient Usage Want fewer incomplete # incomplete orders -75 % goals forms Validation ✔ ✔ Simplify order form Actions ✔ ✔
  • 57. Effects More efficient order management ✘ # # time/order -30 % mistakes -60 % Effect Order agents recipient Usage Want fewer incomplete # incomplete orders -75 % goals forms Validation ✔ ✔ Simplify order form Actions ✔ ✔
  • 58. Effects More efficient order management ✘ # # time/order -30 % mistakes -60 % Effect Order agents recipient Usage Want fewer incomplete # incomplete orders -75 % goals forms Validation ✔ ✔ Simplify order form Actions Input to IA, ✔ ✔ interaction, graphic design
  • 59. Case #4: Big pharma: retro-fitting effects
  • 60. IT system tracking samples After 3 years: +300 change requests Go back: What were the original benefits expected?
  • 61. IT system tracking samples 90 request were irrelevant to the desired benefits Saved: 1,5 years of system development
  • 62.
  • 63. To summarize: Increased buy-in Unified document Goal in sight Tracability Built-in measurements Focus on benefits for the organisation ... ... and qualities of use for the user
  • 64. Questions? • Effect managment? • UX/IT in Sweden? • My book ”Stupid bloody system! – UX as a cause of stress in the workplace”? • The welfare state? • The Swedish Bikini Team?
  • 65. Be in touch! jonas.soderstrom@inuse.se Twitter: Jonas_Blind_Hen Slideshare: Jonas_inUse In English: www.javlaskitsystem.se/english Cell: +4673–660 32 14 Photo: Björn Falkevik