How to Integrate UX and Agile

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How to Integrate UX and Agile

  1. 1. How to Integrate UX and Agile Dean Barker Sr. Director, Optum Technology Engineering
  2. 2. Dean T. Barker Sr. Director of User Experience Optum Speaker Alfonso de la Nuez Co-Founder and Co-CEO UserZoom Moderator Speakers
  3. 3. Quick Housekeeping • Chat box is available if you have any questions • There will be time for Q&A at the end • We will be recording the webinar for future viewing • All attendees will receive a copy of the slides/recording • Twitter hashtag: #uzwebinar 3
  4. 4. Meet UserZoom All-in-One Software Solution to Cost-effectively Measure the Digital Customer Experience and Conduct 4 Remote User Testing
  5. 5. Meet UserZoom • Increase conversion rates by conducting cost-effective UX research, remote usability testing and voice of the customer studies • Test any web-based products (live or prototype) and mobile apps, on a unified software platform. • Founded in 2007; launched SaaS platform in 2009 • Our mission: To go beyond the Lab! • International company: Silicon Valley, Spain, U.K., Germany • > 200 Enterprise customers, 50% of Fortune’s Most Admired Brands
  6. 6. Highlighted Customers
  7. 7. 7 1) Cost-effective • No moderation needed • Automated data analysis 2) Agile & Efficient • Build studies and gather feedback in days 3) Qual + Quant • Success rates, time on task, behavior, video, audio, heatmaps, verbatims, dendrograms, etc. 4) Easy Recruiting • Geographic representation • No travel needed 5) Feature Rich • More flexible, customizable, robust, versitile than others 6) Team & Service • Hands-on, highly experienced Customer Success Team Why is UserZoom So Unique?
  8. 8. Agenda 1. Introduction 2. Four approaches to UX design integration 3. Tailoring agile projects for UX research and design 4. Roadmapping for success
  9. 9. What is User Experience (UX)? Consumers Producers Productivity Satisfaction Efficient Development
  10. 10. What is Agile? Individuals and interactions over processes and tools Working software over comprehensive documentation Customer collaboration over contract negotiation Responding to change over following a plan http://agilemanifesto.org
  11. 11. Why Agile UX?
  12. 12. It’s an Agile World
  13. 13. It’s an Experience Economy Forrester Report October 2010 How To Prepare For The Era Of Experience
  14. 14. Software Value Flows Through UX Connectivity Intelligence Workflow User Experience Expertise
  15. 15. Customers Respond to Good UX • 14.4% more willing to purchase • 15.8% fewer will do business with competitors • 16.6% more will recommend you Forrester Report September 2009 Best Practices in User Experience (UX) Design
  16. 16. Scrum: An Agile Framework
  17. 17. Working in Development Cycles http://coachingagile.blogspot.com/2010/05/when-do-we-start-when-should-we-finish.html
  18. 18. All work is a process and all processes can be designed, measured, and improved. Phillip Crosby, Quality Management Guru Even the best professionals need a structured and disciplined environment in which to do cooperative work Watts Humphrey Managing the Software Process
  19. 19. Scrum Process Elements • Product owner • ScrumMaster • Team Three Roles Four Ceremonies Three Artifacts • Sprint planning • Daily scrum • Sprint reviews • Sprint retrospectives • Product backlog: • Sprint backlog • Product Increment http://www.scrumalliance.org/pages/scrum_101
  20. 20. Resources and the UX Function • Allocation • Full time • Part Time • Expertise • Professionals • Cross-trained specialists w/other roles • None of the above
  21. 21. 10% of project budget on user research and usability evaluation Nielsen Norman Group Report Usability Return on Investment 4th Edition 1:4 Ratio Designers to Developers The User Experience Team Kit Paul Sherman, PhD. UXmatters.com 2/22/2010 Rules of Thumb User Experience Work = Research & Design
  22. 22. UI Developers
  23. 23. Process Engineering Process Tailoring The “P” Word
  24. 24. UX Design Process Step One Step Two Step Three Analyze & Organize Create & Elaborate Review & Evaluate • Define, validate, and elaborate requirements and user tasks • Design the UI Architecture UI Analysis Document • Create preliminary screen designs • Review/user test screens • Iterate screen designs • Conduct additional evaluations/iterations as appropriate • Final review for consistency • Update UI Styleguides Navigation Model Wireframes HTML/CSS Styleguide
  25. 25. Prototypes? Wireframes? Code? Deliverables and Tools
  26. 26. UX Analysis and Agile Modeling http://www.agilemodeling.com/
  27. 27. Make a Place for Design •Your resources, roles, and expertise will inform your viable processes •You have to make a place for design •Other factors with team, schedule, and project can impact approach •There are finite options… BUFD JIT Spikes Sprint Pairs
  28. 28. BUFD Big Upfront Design •Design resources operate in advance of development resources before a release •Requires Product Owner collaboration •Designs may be used for estimating •Works well with Kanban, Lean concepts
  29. 29. JIT Just In Time •Design done within a Sprint •Typically requires “Stubs” •Requires a lot of collaboration •Usually a fire drill •Necessarily parallel efforts and throw away •Easier to track in Scrum •Works well with mature standards and pattern libraries
  30. 30. Spikes Design Spikes http://uxdesign.smashingmagazine.com/2012/11/06/design-spikes-fit-big-picture-ux-agile-development/
  31. 31. Sprint Pairs Sprint Pairs •Design works a Sprint ahead of development •Scope is traded off for time box •Requires lots of coordination •Sometimes described as “Scrumerfall” •Respects functional dependencies •Seems to have most traction in industry
  32. 32. Sprint Pairs Scrum Team Scrum Master Product Owner Developers, Designers, etc. R2S1 Plan R2 Stabilization Plan R2 R1S1 R1S2 R1S3 R1S4 R1S5 R1S6 R1S7 R1S8 Development Workstream UI Design Workstream
  33. 33. Critical path is handoff of primary designer deliverable to developer Case Study of Customer Input For a Successful Product Proceeding ADC '05 Proceedings of the Agile Development Conference http://dl.acm.org/citation.cfm?id=1122115 Complex Choreography
  34. 34. Release Planning
  35. 35. UX Release Plans •Critical path is a “sprint-focused” UI design workplan •Add Phase 0 work as appropriate and feasible • Include iteration within release •Define UX metrics •Develop usability issues backlog
  36. 36. Put the “User” in Experience
  37. 37. Satisfaction Survey End Users, Supervisors/ Managers Provides SUS, NPS Self Reported Quantitative Heuristic Evaluation Expert Evaluation Identifies Usability Concerns Qualitative KLM Study Expert Evaluation Measures Clicks & Keystrokes Quantitative In-Depth Interviews Supervisors / Managers Validate Usability Concerns Self Reported Qualitative Diary Study (Retrospective) End Users Provide Insights Into Workflow Self Reported Qualitative & Quantitative Coding UT & Interview End Users Observe Usability problems Observed Qualitative & Quantitative Intake UT & Interview End Users Observe Usability problems Observed Qualitative & Quantitative Example Research Program
  38. 38. UX Metrics Programs • Task completion • Time on task • Errors per user task • Requests for help • Click count • SUS • Perceived ease • Satisfaction • Brand salience • % Users Impacted
  39. 39. Roadmaps
  40. 40. Release Roadmaps Architecture, POC R1 Arch & Research Alpha Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 POC Core Dev Beta Phase 0 Sprint 1, Day 1
  41. 41. Value Add UX Activities Architecture, POC Core Dev Alpha Beta R1 Arch & Research Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 POC Sprint-Driven UX Activities Formative/Summative U-Tests Remote U-Tests Iterations Styleguides Design integration Validation metrics Phase 0 UX Activities User research Baseline metrics Groom usability backlog Ideation Concept testing UI Architecture
  42. 42. UX Release Roadmaps Architecture, POC Core Dev Alpha Beta Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 POC UX Research UI Analysis and High Level Design Detailed UI Design, Refinement, and Validation POC Workshop Baseline KLM Visual Integration Field Research SUS Baseline Usability Task Analysis and Object Model Navigation Model and Page Templates Sprint 1 Pre-designs UI Design, Iteration, Refinement Cloud Integration UI Toolkit Integration Formative Usability Tests Summative Usability Tests R1 Arch & Research
  43. 43. Usability Backlogs •Usability defects (i.e. problems encountered by users) •Rated by severity •Analyzed by theme •Ranked for business value •Prioritized for remediation • per release
  44. 44. Evangelize UX Value $1 invested in UX returns $10 to $100 Gilb, Principles of Software Engineering Management A 5% improvement in usability increases revenues from 10-35% Netraker, e-commerce study Usability techniques helped cut development time by 33-50% Bosert, Quality Functional Deployment Usability methods raised user satisfaction ratings by 40% Gartner Group Report
  45. 45. Seven Keys to Success 1. Assign UX designers to Scrum teams 2. Assign UI developers to Scrum teams 3. Define a tailored process for UX 4. Include Sprint/Phase 0 UX research 5. Influence iteration 6. Create a UX metrics program 7. Manage a Usability defects backlog

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