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UX Iteration Planning

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How to use user stories to scope software releases.

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UX Iteration Planning

  1. 1. Watermelon or Grape? A UX driven approach to release planning Patrick Sheridan, patrick@cloverleafllc.com Clover Leaf Consulting
  2. 2. Details <ul><li>Customer: VOIP Startup </li></ul><ul><ul><li>Value added line services to existing voip providers </li></ul></ul><ul><li>Need: UI prototype for alpha release of service setup and management web based app </li></ul><ul><li>Timeline: 4 weeks </li></ul><ul><li>Players: </li></ul><ul><ul><li>Product Manager, PRD owner </li></ul></ul><ul><ul><li>Software Architect </li></ul></ul><ul><ul><li>CTO </li></ul></ul><ul><ul><li>UX consultant </li></ul></ul>
  3. 3. Problem <ul><li>completeness/correctness PRD </li></ul><ul><ul><li>Overly system focused </li></ul></ul><ul><ul><li>Lacking workflow/ productivity requirements </li></ul></ul><ul><li>Broad range of usage context </li></ul><ul><ul><ul><li>Home office, small business, corporation </li></ul></ul></ul><ul><ul><ul><li>Residential </li></ul></ul></ul><ul><ul><ul><li>Hardware integration uncertain </li></ul></ul></ul><ul><li>High Expectations: </li></ul><ul><ul><li>Complete entire system wireframes in one week </li></ul></ul>
  4. 4. Approach <ul><li>Define R1 assumptions and priorities </li></ul><ul><ul><li>Family/ roommate scenario, </li></ul></ul><ul><ul><ul><li>4 total users, 1 primary account holder </li></ul></ul></ul><ul><ul><ul><li>Voip user not tech savy, cheap! </li></ul></ul></ul><ul><li>Organize tasks </li></ul><ul><ul><li>Day 1, setup and config </li></ul></ul><ul><ul><li>Day 50, average use pattern </li></ul></ul><ul><li>Two tiers; linear workflow/ rich workflow </li></ul><ul><li>Explore & Prioritize features with positive and negative scenarios </li></ul><ul><ul><li>Configure personal greetings </li></ul></ul><ul><ul><li>Parent/teenager privacy concerns </li></ul></ul><ul><ul><li>Bad roommate/ ex boyfriend </li></ul></ul>
  5. 5. Deliverables <ul><li>Customer owned </li></ul><ul><ul><li>PRD updates, business cases, UI special requirements </li></ul></ul><ul><li>UX </li></ul><ul><ul><li>Task flow diagrams </li></ul></ul><ul><ul><li>Wireframes </li></ul></ul><ul><ul><li>UI Patterns/ micro flows </li></ul></ul><ul><li>UI </li></ul><ul><ul><li>Templates/markup for LifeRay portal </li></ul></ul>
  6. 6. Week 1 Activities <ul><li>War room approach, JAD style </li></ul><ul><li>Conceptual/technical overview </li></ul><ul><li>Competition/customers </li></ul><ul><li>Roughshot exercise to cover breadth of application </li></ul><ul><ul><li>Identify and sequence tasks </li></ul></ul><ul><ul><li>One poster per task flow </li></ul></ul><ul><ul><ul><li>sys info / user info / navigation / actions </li></ul></ul></ul>
  7. 7. Week 2 Activities <ul><li>Task analysis </li></ul><ul><li>Role play personas </li></ul><ul><li>Decision points/screen flow </li></ul><ul><ul><li>Ex: Model call voicemail lifecycle, call handling </li></ul></ul><ul><li>Paper prototype </li></ul>
  8. 8. Weeks 3&4 <ul><li>Pull it all together </li></ul><ul><li>Visio wireframe baseline </li></ul><ul><li>Interaction model/ micro flows </li></ul><ul><ul><li>Flow within flow </li></ul></ul><ul><ul><li>Update greeting while adding a new message </li></ul></ul><ul><li>Identify scope risks </li></ul><ul><ul><li>Limit options, gain focus </li></ul></ul><ul><ul><li>Call out business rules needing decisions </li></ul></ul>

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