Copyright 2014 Classic System Solutions, Inc.
Proprietary and confidential
Rapid Prototyping To Drive
Requirements
James H...
Classic System Solutions, Inc.
• Software, training and consulting company
with offices in San Francisco
• Business partne...
What We’ll Discuss
• What is Lean UX?
• How is it different than traditional UX?
• Incorporating Lean UX into the enterpri...
What is Lean UX?
• Uses principles from Agile to lighten the
UX deliverables needed for design
• Less focus on heavy docum...
Lean UX Realities
• Lean UX does Not mean less work
• Deliverables change but still exist
• Must adjust to the team cultur...
Lean UX Process - Overview
Concept
• Define
Goals
and
Concepts
Prototype
• Specific
Ideas and
Features
Validate
• Internal...
Enterprise Lean UX Tips
• Show work early and often
• Many more iterations
• Tighter collaboration with team
• Focus is on...
How UX Tools Help
8© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
• Using the right tools at the right...
Tools To Improve Agile / UX
• Online user research / personas
• Rapid prototyping tool competency
• Design pattern reposit...
Traditional Agency/Enterprise Approach
• Creative Director
• UX Designers
• Information Architects
• UI Developers
• Graph...
Persona: Experienced Team Leader
My Goals
Add value to my team by:
•Providing leadership and
vision to help them meet
thei...
12© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Journey Maps with Pain Points
Polished Enterprise Deliverables
13© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
• Perfect Wireframes
Detailed UX Specifications
14© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Functional Requirements
15© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Detailed UX Research Reports
16© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
More Research and Analysis
17© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Affinity Diagrams, Context...
Precise Visual Comps
18© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Do you Knowyour User?
Lean UX Is About the Experience
• Focus is on the user, not the deliverables
– Do you like studying people?
– Be willing t...
How People Behave Is Often
DifferentThanWhat They Ask For…
A Lean Approach to Enterprise UX
• Choose a few features and iterate
– Fast (Hours vs. Days or Weeks)
– Refine 3-4 ideas i...
Inception Design Sessions
• Align proposed UX with MVP (Minimum
Viable Product)
• Think like a Startup…
– What problem are...
Bring Concepts To Life…Quickly
Inception
Workshop
Personas and
Goals
Storyboards
Workflow
and Key
Tasks
User Stories
Estim...
Achieving ‘Flow’ During UX Design Sessions
• Design sessions should be active vs. passive
• Use low fidelity tools to allo...
Usability Is a Reflection Of How
YourTeam Makes Decisions
Lean UX Tools For The Enterprise
• Sketches
– Whiteboard, Pencil & Paper
• Post It’s
– Taxonomy and Ideation
• Photos, Sum...
Integrating UX with Scrum
• Tightly involve UX in daily meetings
• Allow UX input from non UX team
members
• Work out desi...
Identify Roles for Success
• Shared understanding of UX role on team
• Joint, shared collaboration
• Shared ownership of d...
Are you willing to
Fail to
Succeed?
Case Study – Ecommerce Transformation
• Global Ecommerce Site (10 Countries)
• $500m Annual revenue
– New Home Page / Them...
Home Page Validation
• Quick Concept Iterations (Executive Alignment)
• Collaboration: Brand and Product Managers
(Incepti...
Before: Heat Map
33© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
After: Heat Map
34© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Taxonomy Validation and Build
• Quick Online Card Sort
– Websort (Now Optimalsort) ~300 participants
• Menu Prototyping
– ...
Use Quantitative Data To Speed Decisions
36© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Navigation Model Sketches
Mid Level Detail Navigation Model
New Taxonomy in Context
39© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Brand Concept Design
• Quick Usability Validation
40© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Brand Focus – Final Design
41© 2014 Classic System Solutions, Inc.
Proprietary and Confidential
Case Study: Lessons Learned
• Adapt deliverables to meet goals
• Minimize waste (Unused deliverables)
• Watch for waste be...
Understanding The UX Role
“Make it look good as soon as I build in my
features”
43© 2014 Classic System Solutions, Inc.
Pr...
Solving Agile / UX Challenges
• Conflicting expectations on UX
– Fit / Finish vs. MVP
– Gold Plating vs. Diminished UX
• I...
Improving Lean UX in the Enterprise
• Embrace some specialization roles on the
team vs. generalists
• Provide UX training ...
Thank You!
• Please contact us for a free “Lean UX in
the Enterprise Checklist”.
www.classicsys.com
Email: jimh@classicsys...
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Lean UX in the Enterprise By: Jim Hobart

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Lean UX in the Enterprise By: Jim Hobart

  1. 1. Copyright 2014 Classic System Solutions, Inc. Proprietary and confidential Rapid Prototyping To Drive Requirements James Hobart Classic System Solutions, Inc. www.classicsys.com Jimh@classicsys.com LinkedIn/jameshobart Lean UX In The Enterprise
  2. 2. Classic System Solutions, Inc. • Software, training and consulting company with offices in San Francisco • Business partners throughout Canada, Europe, Asia and South America • Worked with over 300 of the Global 2000 since 1996
  3. 3. What We’ll Discuss • What is Lean UX? • How is it different than traditional UX? • Incorporating Lean UX into the enterprise • Case Study of Lean UX – Enterprise Design • What it takes to succeed
  4. 4. What is Lean UX? • Uses principles from Agile to lighten the UX deliverables needed for design • Less focus on heavy documentation • More focus on the actual UX • Joint collaboration and ownership 4© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  5. 5. Lean UX Realities • Lean UX does Not mean less work • Deliverables change but still exist • Must adjust to the team culture • Set up phase gate checkpoints • Adapt process to complexity of project 5© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  6. 6. Lean UX Process - Overview Concept • Define Goals and Concepts Prototype • Specific Ideas and Features Validate • Internal and External Iterate • Based on Feedback 6© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  7. 7. Enterprise Lean UX Tips • Show work early and often • Many more iterations • Tighter collaboration with team • Focus is on Design – Not Documentation • Continuous user validation • Use tools appropriate depth for problem being solved 7© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  8. 8. How UX Tools Help 8© 2014 Classic System Solutions, Inc. Proprietary and Confidential • Using the right tools at the right level
  9. 9. Tools To Improve Agile / UX • Online user research / personas • Rapid prototyping tool competency • Design pattern repository • Video library with customer highlights • UX information ‘Radiators’ (Walls) • Anything that enhances collaboration 9© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  10. 10. Traditional Agency/Enterprise Approach • Creative Director • UX Designers • Information Architects • UI Developers • Graphic Designers • Content Creators • Project Managers 10© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  11. 11. Persona: Experienced Team Leader My Goals Add value to my team by: •Providing leadership and vision to help them meet their goals •Answering consultant questions and providing guidance on how to grow their business My Role First-Person Comments My Frustrations • I need a comprehensive view of staff to help them • System outages or slow response times • Manually calculating recognition awards • Solving low level problems like PIN issues Prior Occupation: Physician’s Assistant Susan My Motivations •Creating a growing, successful team •Growing my business •Sharing the vision with my team My Info Needs •Downline performance figures •Trends in the business •New product information •New promotion and incentive details “The system should let my managers know where they are at, congratulate them when the achieve a goal. They shouldn’t have to call me to see where they stand." “I still have to calculate my leader stats with a pen and a piece of paper each month” “It’s important for me to see what the trend is with a consultant so I can figure out how to help her” “I was trying to check Webstats on my phone while taking kids trick or treating on Halloween” so I could help motivate my team at meet our end of month goals Speaking engagements Review Performance Set Goals and Incentives Provide vision to success line Key Tasks
  12. 12. 12© 2014 Classic System Solutions, Inc. Proprietary and Confidential Journey Maps with Pain Points
  13. 13. Polished Enterprise Deliverables 13© 2014 Classic System Solutions, Inc. Proprietary and Confidential • Perfect Wireframes
  14. 14. Detailed UX Specifications 14© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  15. 15. Functional Requirements 15© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  16. 16. Detailed UX Research Reports 16© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  17. 17. More Research and Analysis 17© 2014 Classic System Solutions, Inc. Proprietary and Confidential Affinity Diagrams, Contextual Inquiries
  18. 18. Precise Visual Comps 18© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  19. 19. Do you Knowyour User?
  20. 20. Lean UX Is About the Experience • Focus is on the user, not the deliverables – Do you like studying people? – Be willing to live with the results of your findings? – Can you identify unintended uses – Do you enjoy right/left brain thinking?
  21. 21. How People Behave Is Often DifferentThanWhat They Ask For…
  22. 22. A Lean Approach to Enterprise UX • Choose a few features and iterate – Fast (Hours vs. Days or Weeks) – Refine 3-4 ideas into possible solutions – Validate internally and externally – Focus on low cost, low overhead techniques 22© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  23. 23. Inception Design Sessions • Align proposed UX with MVP (Minimum Viable Product) • Think like a Startup… – What problem are we REALLY solving? – Does it REALLY matter? – How does the UX solve the problem (Without gold-plating) 23© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  24. 24. Bring Concepts To Life…Quickly Inception Workshop Personas and Goals Storyboards Workflow and Key Tasks User Stories Estimates for Planning 24© 2014 Classic System Solutions, Inc. Proprietary and Confidential Engage the core team in the solution Achieve a shared vision
  25. 25. Achieving ‘Flow’ During UX Design Sessions • Design sessions should be active vs. passive • Use low fidelity tools to allow focus on the problem and not the design tool • Use team sessions to drive creativity and collaboration • Engage a cross-functional team in the design
  26. 26. Usability Is a Reflection Of How YourTeam Makes Decisions
  27. 27. Lean UX Tools For The Enterprise • Sketches – Whiteboard, Pencil & Paper • Post It’s – Taxonomy and Ideation • Photos, Summary Personas, Journey maps – Empathy • Quick Prototyping Tools – Axure, Balsamiq, Protoshare 27© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  28. 28. Integrating UX with Scrum • Tightly involve UX in daily meetings • Allow UX input from non UX team members • Work out designs concepts prior to scrum cycles where possible • Close collaboration with Product Owner • Don’t lose sight of “Product Vision” 28© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  29. 29. Identify Roles for Success • Shared understanding of UX role on team • Joint, shared collaboration • Shared ownership of design • Welcome UX input from non-UX members • Involve scrum team in research • Share early iterations with team 29© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  30. 30. Are you willing to Fail to Succeed?
  31. 31. Case Study – Ecommerce Transformation • Global Ecommerce Site (10 Countries) • $500m Annual revenue – New Home Page / Theme – New Taxonomy – Updated Product Pages – New Brand Concept Pages 31© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  32. 32. Home Page Validation • Quick Concept Iterations (Executive Alignment) • Collaboration: Brand and Product Managers (Inception Design Sessions) • Early sketches for quick alignment • Early validation with developers/CMS team • Validation with users (new and existing) 32© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  33. 33. Before: Heat Map 33© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  34. 34. After: Heat Map 34© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  35. 35. Taxonomy Validation and Build • Quick Online Card Sort – Websort (Now Optimalsort) ~300 participants • Menu Prototyping – Post It’s, Whiteboard, Axure • Development Prototyping – Bootstrap/Oracle Webcenter CMS 35© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  36. 36. Use Quantitative Data To Speed Decisions 36© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  37. 37. Navigation Model Sketches
  38. 38. Mid Level Detail Navigation Model
  39. 39. New Taxonomy in Context 39© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  40. 40. Brand Concept Design • Quick Usability Validation 40© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  41. 41. Brand Focus – Final Design 41© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  42. 42. Case Study: Lessons Learned • Adapt deliverables to meet goals • Minimize waste (Unused deliverables) • Watch for waste beyond core team – Documentation, QA, Release Mgmt • Open, daily collaboration is crucial • Educate entire team on UX activities • Attain ‘Team Ownership’ of UX 42© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  43. 43. Understanding The UX Role “Make it look good as soon as I build in my features” 43© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  44. 44. Solving Agile / UX Challenges • Conflicting expectations on UX – Fit / Finish vs. MVP – Gold Plating vs. Diminished UX • Improve UX Visibility – Product roadmap – Strategic direction • UX Impact on Scrum Cycles (Bottlenecks) 44© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  45. 45. Improving Lean UX in the Enterprise • Embrace some specialization roles on the team vs. generalists • Provide UX training to entire team • Set expectations about UX involvement and deliverables • Improve UX in real-time discussion – Skype, chat, etc. • Scale UX team quickly to support scrum 45© 2014 Classic System Solutions, Inc. Proprietary and Confidential
  46. 46. Thank You! • Please contact us for a free “Lean UX in the Enterprise Checklist”. www.classicsys.com Email: jimh@classicsys.com Twitter: @jimgui Phone: 408-954-7397

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