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© 2019 Autodesk, Inc.
Dual-Track Agile
Or, how I learned to stop worrying and love the scrum
John Schrag
Director of Experience Design | @jvschrag
Autodesk
Entertainment Creation Products
We make high-end 3d modelling,
animation, visual effects and rendering
software for film, television, games,
and architectural visualization
Our customers make magic.
Dina Salama
John Schrag
Director of Experience Design
former
- software developer
- experience designer
- agile coach
Twitter: @jvschrag
Today’s talk
How Agile ruined experience design
First Revelation
Why Agile + UX is an awesome combination
Second Revelation
Making it work for you
Third Revelation
A story in three Revelations
How Agile Ruined Experience Design
The 1990s – Life Before Agile
My team at Alias
 Waterfall development
practice
 All-unicorn UX team,
led by Lynn Miller
 Strong UX practice
 Good relationship with
developers, respected
2001
Agile Arrives
2002: Agile comes to Alias
 Jim Highsmith hired to provide Agile Training
 Adaptive Software Development
 Scrum Meetings
 Some aspects of Extreme Programming
 UX practice was completely absent from process
2002: Adjusting
 Locus of control moved to team level
 Developers were more engaged
 Devs were driving the train!
Dev teams were super happy!
2002: Adjusting
 Developers couldn’t wait for UX activities
 We couldn’t provide feedback when the development team needed it
 UX team became isolated and ineffective
User Experience Team – not so happy
Photo from
The Darjeeling Limited
Failing Strategy
 “I’m just going to keep doing my job the way I always have
and telling the team what they need to do.”
 “I’m just going to let them go ahead and fail. Then they’ll
come to me begging and let me do my job.”
Actual quotes from actual people
First Revelation:
To serve Agile,
design must become Agile.
Back to Principles
 “Business people and developers must
work together daily throughout the
project.”
 “The most efficient and effective method
of conveying information to and within a
development team is face-to-face
conversation.”
 “Working software is the primary
measure of progress”
 “Agile processes promote sustainable
development. The sponsors, developers,
and users should be able to maintain a
constant pace indefinitely.”
 “Continuous attention to technical
excellence and good design enhances
agility.”
 Simplicity--the art of maximizing the
amount of work not done--is essential.
From the Agile Manifesto
Build
Measure
Learn
Agile Attributes
Time-boxed
Iterative
Incremental
Collaborative
Conversational
Just-in-time
Agile Attributes
Time-box
Dual-Track Model, Explained
Design Track
Development Track
Design Track
Development Track
Design Track
Development Track
Design Track
Development Track
Design Track
Development Track
Design Track
Development Track
What everyone gets wrong about dual track
 Devs and Designers on same team
 Insight is shared – no “handoffs”
 Devs are involved in design
 Designers are involved in implementation
Two TRACKS, not two TEAMS
Agile UX Practices
How to adapt anything for Agile
Agile practices are:
 Time-boxed
 Iterative
 Incremental
 Collaborative
 Conversational
 Just-in-time
How to adapt anything for Agile
Agile practices are:
 Time-boxed
 Iterative
 Incremental
 Collaborative
 Conversational
 Just-in-time
UX practices must be adapted to have the same
qualities, while maintaining their UX value.
How to adapt anything for Agile
Old UX practice:
 Create a prototype
 Plan the test protocol
 Find testers
 Schedule tests
 Run tests
 Write a report detailing all found issues
Usability Testing
How to adapt anything for Agile
Old UX practice:
 Create a prototype
 Plan the test protocol
 Find testers
 Schedule tests
 Run tests
 Write a report detailing all found issues
Usability Testing
Agile Attributes
 Time-boxed?
 Iterative?
 Incremental?
 Collaborative?
 Conversational?
 Just-in-time?
How to adapt anything for Agile
Agile UX practice:
 Pre-schedule regular testing
 Maintain a pool of testers
 Test whatever is ready
 Invite team to watch
 Report key issues only
 Involve developers in solving issues
Usability Testing
How to adapt anything for Agile
Agile UX practice:
 Pre-schedule regular testing
 Maintain a pool of testers
 Test whatever is ready
 Invite team to watch
 Report key issues only
 Involve developers in solving issues
Usability Testing
Agile Attributes
 Time-boxed ✔
 Iterative ✔
 Incremental ✔
 Collaborative ✔
 Conversational ✔
 Just-in-time ✔
How to adapt anything for Agile
Old UX practice:
 Visit many customers
 Analyse all the data
 Write a report
 Create full set of artefacts (personas, use cases, journey
maps, etc.)
 Deliver to development
User Research
How to adapt anything for Agile
Agile UX practice:
 Talk to users regularly
 Focus on upcoming research needs
 Mix methods (e.g. usability test + card sorting + interview)
 Incrementally improve personas, maps, etc.
 Explain insights to developers continuously via storytelling
User Research
Agile Attributes
 Time-boxed ✔
 Iterative ✔
 Incremental ✔
 Collaborative ✔
 Conversational ✔
 Just-in-time ✔
How to adapt anything for Agile
Old UX practice:
 Design the whole UI up from in great detail (BDUF)
 Write down every detail in a long document
 Review with stakeholders in a big sign-off meeting
 Pass to developers to implement
Writing a design spec
How to adapt anything for Agile
Agile UX practice:
 Replace BDUF with VDUF (Vague Design Up-Front)
 Detailed design one sprint ahead only
 Pictures and callouts – just a few pages
 Talk through the design with developers
 Visit with developers while they are building it
Speccing a design
Agile Attributes
 Time-boxed ✔
 Iterative ✔
 Incremental ✔
 Collaborative ✔
 Conversational ✔
 Just-in-time ✔
2003 on: Making it work
We started to present/publish on the topic
Miller, Lynn. “A Case Study of Customer Input for a
Successful Product”. AGILE 2005
Schrag, John. “Using Formative Usability Testing as
a Fast UX-design Tool”. UPA 2006
Sy, Desirée. “Adapting Usability Investigations for
Agile User-Centered Design”. Journal of Usability
Studies (JUS), May 2007
So did others
Macomber, Gary and Rauch, Thyra. “Adopting Agility”. USE 2003.
John Armitage. Are agile methods good for design? interactions, 11(1):14–23, 2004.
Stefan Blomkvist. Towards a Model for Bridging Agile Development and User-Centered Design. Springer
Netherlands, 2005.
Stephanie Chamberlain, Helen Sharp, and Neil Maiden. Towards a framework for integrating agile
development and user-centred design. In 7th International Conference on Extreme Programming and Agile
Processes in Software Engineering, XP 2006, volume 4044 of LNCS, pages 143–153, Heidelberg, Germany,
2006. Springer Verlag
Larry L. Constantine and Lucy A. D. Lockwood. Usage-centered software engineering: an agile approach to
integrating users, user interfaces, and usability into software engineering practice. In ICSE ’03, pages 746–
747. IEEE Computer Society, 2003.
P. Hodgetts. Experiences integrating sophisticated user experience design practices into agile processes. In
Agile Conference, 2005, pages 235–242, 2005.
What did we call it again?
Parallel Track
Staggered Sprints
Dual Track
We Agile
Our experience was not unique
“I sometimes forget how miserable my first year in
Agile development was...Eventually I adapted, and
I’ve never been more content.”
-Jeff Patton
@jeffpatton
We miss Agile
2006
We go Agile (again)
 I was asked to lead this effort (because I complained so much)
 Made mistakes, learned a lot
Autodesk M&E Division Agile Transformation
Second Revelation:
There is always friction at
boundary of what is Agile
Agile Boundary Friction
FRICTION
Development
Design
Content
Localization
Product
Management
Marketing
Agile Boundary Friction
With Dual-Track
FRICTION
Development
Design
Content
Localization
Product
Management
Marketing
2011: Lean Startup
2011 Lean Startup
Agile Product Management?
Agile Attributes
 Time-boxed ✔
 Iterative ✔
 Incremental ✔
 Collaborative ✔
 Conversational ✔
 Just-in-time ✔
Agile Boundary Friction
With Lean
FRICTION
Development
Design
Content
Localization
Product
Management
Marketing
Improvements
Interaction Design Track
Development Track
Better track names
Improvements
Interaction Design Track
Development Track
Better track names
Improvements
Discovery Track
Delivery Track
Better track names - David Hussman
Improvements
Marty Cagan
Three Tracks?
Carol J. Smith, Thyra Rauch, Hannah Moyers – AUX3 (2019)
Extending to deployment
Third Revelation:
Culture eats process
for breakfast
Culture Eats Process for Breakfast
 Practice grows in fertile soil
 Find champions, then clone
 Beware of Heroes
 Who rules your roost?
 Watch your incentives
 Use inclusion to maximize ROI of your diversity
 Choose your scrummasters wisely
And you never see it coming
Questions?
John Schrag
Twitter: @jvschrag
Build
Measure
Learn
Autodesk and the Autodesk logo are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders.
Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document.
© 2018 Autodesk. All rights reserved.

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Dual Track Agile Or, How I learned to stop worrying and love the scrum

  • 1. © 2019 Autodesk, Inc. Dual-Track Agile Or, how I learned to stop worrying and love the scrum John Schrag Director of Experience Design | @jvschrag
  • 2. Autodesk Entertainment Creation Products We make high-end 3d modelling, animation, visual effects and rendering software for film, television, games, and architectural visualization Our customers make magic. Dina Salama John Schrag Director of Experience Design former - software developer - experience designer - agile coach Twitter: @jvschrag
  • 3. Today’s talk How Agile ruined experience design First Revelation Why Agile + UX is an awesome combination Second Revelation Making it work for you Third Revelation A story in three Revelations
  • 4. How Agile Ruined Experience Design
  • 5. The 1990s – Life Before Agile My team at Alias  Waterfall development practice  All-unicorn UX team, led by Lynn Miller  Strong UX practice  Good relationship with developers, respected
  • 7. 2002: Agile comes to Alias  Jim Highsmith hired to provide Agile Training  Adaptive Software Development  Scrum Meetings  Some aspects of Extreme Programming  UX practice was completely absent from process
  • 8. 2002: Adjusting  Locus of control moved to team level  Developers were more engaged  Devs were driving the train! Dev teams were super happy!
  • 9. 2002: Adjusting  Developers couldn’t wait for UX activities  We couldn’t provide feedback when the development team needed it  UX team became isolated and ineffective User Experience Team – not so happy Photo from The Darjeeling Limited
  • 10. Failing Strategy  “I’m just going to keep doing my job the way I always have and telling the team what they need to do.”  “I’m just going to let them go ahead and fail. Then they’ll come to me begging and let me do my job.” Actual quotes from actual people
  • 11. First Revelation: To serve Agile, design must become Agile.
  • 12. Back to Principles  “Business people and developers must work together daily throughout the project.”  “The most efficient and effective method of conveying information to and within a development team is face-to-face conversation.”  “Working software is the primary measure of progress”  “Agile processes promote sustainable development. The sponsors, developers, and users should be able to maintain a constant pace indefinitely.”  “Continuous attention to technical excellence and good design enhances agility.”  Simplicity--the art of maximizing the amount of work not done--is essential. From the Agile Manifesto
  • 17.
  • 24. What everyone gets wrong about dual track  Devs and Designers on same team  Insight is shared – no “handoffs”  Devs are involved in design  Designers are involved in implementation Two TRACKS, not two TEAMS
  • 26. How to adapt anything for Agile Agile practices are:  Time-boxed  Iterative  Incremental  Collaborative  Conversational  Just-in-time
  • 27. How to adapt anything for Agile Agile practices are:  Time-boxed  Iterative  Incremental  Collaborative  Conversational  Just-in-time UX practices must be adapted to have the same qualities, while maintaining their UX value.
  • 28. How to adapt anything for Agile Old UX practice:  Create a prototype  Plan the test protocol  Find testers  Schedule tests  Run tests  Write a report detailing all found issues Usability Testing
  • 29. How to adapt anything for Agile Old UX practice:  Create a prototype  Plan the test protocol  Find testers  Schedule tests  Run tests  Write a report detailing all found issues Usability Testing Agile Attributes  Time-boxed?  Iterative?  Incremental?  Collaborative?  Conversational?  Just-in-time?
  • 30. How to adapt anything for Agile Agile UX practice:  Pre-schedule regular testing  Maintain a pool of testers  Test whatever is ready  Invite team to watch  Report key issues only  Involve developers in solving issues Usability Testing
  • 31. How to adapt anything for Agile Agile UX practice:  Pre-schedule regular testing  Maintain a pool of testers  Test whatever is ready  Invite team to watch  Report key issues only  Involve developers in solving issues Usability Testing Agile Attributes  Time-boxed ✔  Iterative ✔  Incremental ✔  Collaborative ✔  Conversational ✔  Just-in-time ✔
  • 32. How to adapt anything for Agile Old UX practice:  Visit many customers  Analyse all the data  Write a report  Create full set of artefacts (personas, use cases, journey maps, etc.)  Deliver to development User Research
  • 33. How to adapt anything for Agile Agile UX practice:  Talk to users regularly  Focus on upcoming research needs  Mix methods (e.g. usability test + card sorting + interview)  Incrementally improve personas, maps, etc.  Explain insights to developers continuously via storytelling User Research Agile Attributes  Time-boxed ✔  Iterative ✔  Incremental ✔  Collaborative ✔  Conversational ✔  Just-in-time ✔
  • 34. How to adapt anything for Agile Old UX practice:  Design the whole UI up from in great detail (BDUF)  Write down every detail in a long document  Review with stakeholders in a big sign-off meeting  Pass to developers to implement Writing a design spec
  • 35. How to adapt anything for Agile Agile UX practice:  Replace BDUF with VDUF (Vague Design Up-Front)  Detailed design one sprint ahead only  Pictures and callouts – just a few pages  Talk through the design with developers  Visit with developers while they are building it Speccing a design Agile Attributes  Time-boxed ✔  Iterative ✔  Incremental ✔  Collaborative ✔  Conversational ✔  Just-in-time ✔
  • 36. 2003 on: Making it work
  • 37. We started to present/publish on the topic Miller, Lynn. “A Case Study of Customer Input for a Successful Product”. AGILE 2005 Schrag, John. “Using Formative Usability Testing as a Fast UX-design Tool”. UPA 2006 Sy, Desirée. “Adapting Usability Investigations for Agile User-Centered Design”. Journal of Usability Studies (JUS), May 2007
  • 38. So did others Macomber, Gary and Rauch, Thyra. “Adopting Agility”. USE 2003. John Armitage. Are agile methods good for design? interactions, 11(1):14–23, 2004. Stefan Blomkvist. Towards a Model for Bridging Agile Development and User-Centered Design. Springer Netherlands, 2005. Stephanie Chamberlain, Helen Sharp, and Neil Maiden. Towards a framework for integrating agile development and user-centred design. In 7th International Conference on Extreme Programming and Agile Processes in Software Engineering, XP 2006, volume 4044 of LNCS, pages 143–153, Heidelberg, Germany, 2006. Springer Verlag Larry L. Constantine and Lucy A. D. Lockwood. Usage-centered software engineering: an agile approach to integrating users, user interfaces, and usability into software engineering practice. In ICSE ’03, pages 746– 747. IEEE Computer Society, 2003. P. Hodgetts. Experiences integrating sophisticated user experience design practices into agile processes. In Agile Conference, 2005, pages 235–242, 2005.
  • 39. What did we call it again? Parallel Track Staggered Sprints Dual Track
  • 41. Our experience was not unique “I sometimes forget how miserable my first year in Agile development was...Eventually I adapted, and I’ve never been more content.” -Jeff Patton @jeffpatton
  • 43. We go Agile (again)  I was asked to lead this effort (because I complained so much)  Made mistakes, learned a lot Autodesk M&E Division Agile Transformation
  • 44. Second Revelation: There is always friction at boundary of what is Agile
  • 46. Agile Boundary Friction With Dual-Track FRICTION Development Design Content Localization Product Management Marketing
  • 48. 2011 Lean Startup Agile Product Management? Agile Attributes  Time-boxed ✔  Iterative ✔  Incremental ✔  Collaborative ✔  Conversational ✔  Just-in-time ✔
  • 49. Agile Boundary Friction With Lean FRICTION Development Design Content Localization Product Management Marketing
  • 54. Three Tracks? Carol J. Smith, Thyra Rauch, Hannah Moyers – AUX3 (2019)
  • 56. Third Revelation: Culture eats process for breakfast
  • 57. Culture Eats Process for Breakfast  Practice grows in fertile soil  Find champions, then clone  Beware of Heroes  Who rules your roost?  Watch your incentives  Use inclusion to maximize ROI of your diversity  Choose your scrummasters wisely And you never see it coming
  • 59. Autodesk and the Autodesk logo are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2018 Autodesk. All rights reserved.

Editor's Notes

  1. Gulfoss Falls, Iceland. Picture from my collection
  2. The product development group chose to adopt the Adaptive Software Development process along with Scrum meetings and some elements of Extreme Programming.
  3. Public domain image from Wikimedia Commons
  4. Things that didn’t work: staged spec writing Putting UX activities into the backlog Splitting our sprints
  5. Photo from my personal collection - Scotland
  6. Explain items. End on time-boxed. Problem is that we can’t all be focused on the same things devs are focused on, because we have to think ahead, research and be ready
  7. We need to time-travel
  8. Clarify validating code Punch up communication Daily scrum, “When you see the separate track, working on different times…
  9. Practices that fit into a Dual-Track Framework
  10. In 2006, Alias was acquired by Autodesk, who at the time was still using a waterfall process. Our Agile practice was squashed like a bug, and we went back to the old way of doing things. It was only then we realized how much better things were with Agile.
  11. Photo from my personal collection - Scotland
  12. Is this the next Agile? No – Lean is a way to figure out what you need to build – Agile is the way to build it. They work together great because
  13. Photo from my personal collection - Scotland
  14. Explain this.