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HUMAN EXPERIENCE
FRAMEWORK
AUTHOR: SHARON DON 9.9.2012
1
HEX
CommunNovate.net
2
Source: Corporate Executive Board
The statistics: Of 271 programs that delivered on time and budget, on
average only 53% of desired business outcomes were achieved.
Delivery Today
…Deliver greatest VALUE to Customers
Program deliveries must be about people
To ensure every program delivery creates an emotional connection
A brilliant experience = loyal and engaged customers
Easy to use Simple & clearRelevant & useful
…show CARE in every
delivery”?
…Embrace VALUES
in every program?
How to….?
..put Customers &
colleagues
at the heart
of every decision
Customer Needs
CommunNovate.net
Link Key NPS levers to projects
The Human Experience (HEX) framework has been developed
for program delivery to:
Show Care – Links to Brand values
Customers
are at the heart of every
decision
Iterations made
throughout delivery
and post launch are
based on real users and
customers feedback
Provides a superior
experience to
customers via
optimal design
for Human
Experience
HEX Solution
CommunNovate.net
Care
Freedom from
irritating obstacles
(reduced discomfort & stress,
improved brand image)
Efficiency
Least resources
expended
(Increased use of features,
wider range of capability)
Effectiveness
Accuracy &
completeness
(reduced rework, CRs, training
and support costs)
Ensure Brand Promise, Customer Experience and the User’s ergonomic needs are
integrated into what is delivered
Based on ISO standards, HEX incorporates Brand, Usability & Customer Value Maximisation
What is HEX?
How to turn people on…
CommunNovate.net
6
Meaningful
(has personal
significance)
Pleasurable
(memorable
experience worth
sharing)
Convenient
(Super easy to use, works
like I think)
Usable
(Can be used without difficulty)
Reliable
(is available and accurate)
Functional
(works as per designed)
I Trust you
I feel Rewarded
I Love this Service
Does what it’s supposed
to
(Makes me feel Smart)
It always works
(Sustainably)
It Works
(as on the box)
Brand value
FocusofHEX
Focused on
Experiences
(People, Activities,
Context)
Focused
on Tasks
(products and
features)
HEX Focus
Human Experience(HEX) Framework ensures that human-centred methods are used
throughout the system life cycle
CommunNovate.net
HEX provides options to ensure that brand customer & user experience values are
considered before, during and after program delivery
HEX Impact Assessment
Vision Tree
Estimation/Prioritization/Minimum
Viable Product
Personas
User Stories (Walk a mile)
User Journeys/Use Cases/Channels
Wire frames/Prototypes
Information architecture,
interaction design & navigation
Business rules, Data attributes
Business process design
Visual Guidelines
User Guides & Help
Customer/User Validation
Testing Guidelines
Customers &
colleagues are at the
heart of every
decision
Toolkit
CommunNovate.net
0-10 10,000 5mil 10mil+
Immediately
noticeable Direct
impact
Transparent-
Indirect change
Somewhat
noticeable
Significantly
noticeable
Small user group staff Customers
InfluenceonCustomerValue/UsabilityandBrand
People (humans) impacted by the change
Internal Customers or specific
Customer segments
LOW
HIGH
Low HEX
Critical HEX
Medium HEX
High HEX
All customers , Australian
marketplace – or global!
• Small change scope
• Small community
E.g.
 IT platform upgrades
 Call Centre software
upgrade
• Small change scope
• Large community
E.g.
 Network upgrades
 Version upgrades
• Large change scope
• Large community
E.g.
 New product launch
to all segments
 Customer self service
• Large change scope
• Small community
….HEX IA depends on:
HIGH
• number of people
impacted
• influence of the
change on experience &
brand values
Addressable market or more (Aust. Population)
Delivery Programs need to consider Brand promise, Customer & User Experience…
HEX Impact Assessment
CommunNovate.net
VISION TREE
9
Express no more than 3
problem statements from an
end-users perspective and
the functions that would
resolve these
Provide people with an easy way to
get to meetings on time
Notify user
before meeting
L2
Problem
Statements &
Jobs to be done
from a users
perspective
L1
Value Proposition
L3
Functional areas
L4
High level
user stories
Alert
notification
timer
settings
Integrate
calendar
with task
manager
Turn on/off
alerts
I want to
set alert
timer so I
get alerts at
the right
time
I want to be
informed
when tasks
are due to I
don’t miss
them
I want to
turn off
alerts when
I am on
holidays
I’m often late
to meetings
Approach this exercise as a way to agree the value
statement of the project so your entire team is
united in its vision and objectives.
CommunNovate.net
PERSONA’S
10
CommunNovate.net
HEX PERSONA TEMPLATE
11
Try to define a few different
personas so you can view *the
customer* or *user* as real
individual people with differing
backgrounds, frustrations,
motivations & goals.
Approach this exercise based
on the target segment/s
identified for the product or
capability you are building
CommunNovate.net
DEFINE INTERACTIONS – SCENARIO’S
12
A scenario is a story about someone (usually your users) using whatever is being designed to carry
out a specific task or goal
“Walk a mile in another man’s shoes”
CommunNovate.net
HEX USER STORY TEMPLATE
Approach this exercise not to create fully
fleshed user stories.
Instead, outline functionality using a
statement that might start with
"It would be great if… …I <persona> could <function> so I can <value>
Alert
notification
timer settings
Integrate
calendar with
task manager
Turn on/off
alerts
CommunNovate.net
ESTIMATION
14
Estimate business value, effort & negotiate scope, based on budget
Choosing stories with most
business value - making informed
decisions to prioritise
requirements
Bang for Buck
Average Value (x1000 to get a
readable number) / Effort
This number is designed to give
you a relative score to assess
your requirements
Inputs
• Engaged Business
owner :
accountability
• Customer value
assessment
• Prioritised User
Stories
• Technical person to
do estimate
CommunNovate.net
Identify HEX components not being met and
escalate for appropriate decision authority
MD Decision
Steering - Customer Experience
Decision
Core team Decision
Hex impact
Critical requirements
Minimal Viable Product
Delivery is all about managing risks, trade-offs & making decisions
MD or Sponsor decision
to proceed
Risks/Issues referred to the Relevant Steering Team representative, for EG Customer
risks/issues will be referred to Customer Representative on the Steering team
Core team
empowered to deliver
and make decisions on
HEX / CE impact
Do the right programs - deliver
both customer value & $$$
manage the trade-off between
time, budget & quality
track & realise benefits
right people make the right
decisions at the right time
1 2 3
4
HEX Escalations
CommunNovate.net
AOP/AdHocConsults
HEX DELIVERY APPROACH
CONCEPT
• Vision Tree / Scope statement
• Persona
• Scenarios (day in the life of)
• HEX goals
• Customer Experience Impacts
• Brand Value Impacts
• Business Justification/
Recommendations
PROGRAM EXECUTION
• User Stories / Use Cases
• Straw Man/ Prototyping
• User Feedback
• Customer Experience Pulse check
• Brand Value Alignment
• User Journey / Navigation
• Brand / Visual guidelines / User guide
• Sitemaps / Wire frames
• Business Acceptance Criteria / BRT
POST LAUNCH
• HEX Review
• ISO Standard
16024
Business ArchitectureBusiness Architecture
Impact Assessment
Business Benefits
Realisation
Take the results and use as input to the next program
BusinessCase
HEXResource/RiskProfile
Use proper tools to
capture requirements
rather than ‘gather’
and ‘collect’
Making sure that requirements
are not allocated to systems
ineffectively by linking with
Business Architecture
CommunNovate.net
DELIVER MEASUREVISION
HEX HUMAN CENTRIC DESIGN THINKING LIFECYCLE
LEARNING | KNOWLEDGE | INSIGHTS
Starts long before the program and ends long after launch
CommunNovate.net
QUALITY TRIANGLE AND ITS DELIVERY ROLE
Brand
Corporate
Brand
Product Brand
Strategy
Brand
Objectives
Customer
Vision &
Value
- MVP
- VOC  Priority
Are these
being met?
How? UX
How is the sum
experienced
- User
experience
- How
pleasurable
Cost
Time Quality
Manage Risks & trade-offs
with Business
YES or NO?
Assign to a decision maker at
appropriate authority
Typically, programs and projects
focus on cost & time to delivery.
MD Decision
Steering - Customer Experience
Decision
Core team Decision
Time, Cost & Quality are all key ingredients to successful project delivery.
HEX Quantifies the Quality Triangle.
CommunNovate.net
Relevant
Understand
Users
Define
Interaction
Prototype
Design
Measure
Validate
Innovate Plan
Simplicity
People
Focus
Care
Collaboration
Excellence
Integrity
Intelligence
Relevant
I trust you
It’s Possible
Simple
Trust
I love
what you do
I feel
rewarded
No Problems
“The most profound technologies are those that disappear.
They weave themselves into the fabric of everyday life until they are indistinguishable from it.”
Wave 1 - Kick Off
Trial programs
Define success->test plan
Coach, mentor teams
Test, learn &improve
Wave 1 Review
Retrospective –Learning
Change Management – Scale
Measure results - KPIs
Improve and select next projects
Wave 1 - Operations
Change implementation strategy
Documentation to QA acceptance standard
Test, learn &improve
I feel
confident
Spirit
Challenging
Leadership
Anticipate
needs
HEX Iterative Plan
CommunNovate.net
Un-usable
(difficult to use)
Unreliable
(inconsistent)
Non-functional
(doesn’t work properly)
I can’t make this work
(makes me feel stupid)
It works
sometimes
(causes frustration)
It doesn’t
work
(lost my trust)
THE DOWNSIDE OF NEGATIVE HEX
CommunNovate.net
LEARN MORE ABOUT HUMAN CENTRED DESIGN-THINKING
A Human centred Design approach maximizes customer value.
• Strategy Definition
• Customer Insights , Customer/User Experience strategy
• Target Customer/User & Channels
• Value Propositions, Prioritization & Planning
• Collaboration & Agility: Visioning for Value, Personnas, User Stories/Use cases, Information Architecture, Prototyping,
Testing, Iteration, Production
• Business Process Design & Organisational Structure
• Feedback & Analysis
• Contact Sharon Don @ CommunNovate.net to learn more about Human centred, Design Thinking approaches to Innovation
and Transformation
CommunNovate.net 2013

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Human Experience Framework

  • 1. HUMAN EXPERIENCE FRAMEWORK AUTHOR: SHARON DON 9.9.2012 1 HEX CommunNovate.net
  • 2. 2 Source: Corporate Executive Board The statistics: Of 271 programs that delivered on time and budget, on average only 53% of desired business outcomes were achieved. Delivery Today
  • 3. …Deliver greatest VALUE to Customers Program deliveries must be about people To ensure every program delivery creates an emotional connection A brilliant experience = loyal and engaged customers Easy to use Simple & clearRelevant & useful …show CARE in every delivery”? …Embrace VALUES in every program? How to….? ..put Customers & colleagues at the heart of every decision Customer Needs CommunNovate.net
  • 4. Link Key NPS levers to projects The Human Experience (HEX) framework has been developed for program delivery to: Show Care – Links to Brand values Customers are at the heart of every decision Iterations made throughout delivery and post launch are based on real users and customers feedback Provides a superior experience to customers via optimal design for Human Experience HEX Solution CommunNovate.net
  • 5. Care Freedom from irritating obstacles (reduced discomfort & stress, improved brand image) Efficiency Least resources expended (Increased use of features, wider range of capability) Effectiveness Accuracy & completeness (reduced rework, CRs, training and support costs) Ensure Brand Promise, Customer Experience and the User’s ergonomic needs are integrated into what is delivered Based on ISO standards, HEX incorporates Brand, Usability & Customer Value Maximisation What is HEX? How to turn people on… CommunNovate.net
  • 6. 6 Meaningful (has personal significance) Pleasurable (memorable experience worth sharing) Convenient (Super easy to use, works like I think) Usable (Can be used without difficulty) Reliable (is available and accurate) Functional (works as per designed) I Trust you I feel Rewarded I Love this Service Does what it’s supposed to (Makes me feel Smart) It always works (Sustainably) It Works (as on the box) Brand value FocusofHEX Focused on Experiences (People, Activities, Context) Focused on Tasks (products and features) HEX Focus Human Experience(HEX) Framework ensures that human-centred methods are used throughout the system life cycle CommunNovate.net
  • 7. HEX provides options to ensure that brand customer & user experience values are considered before, during and after program delivery HEX Impact Assessment Vision Tree Estimation/Prioritization/Minimum Viable Product Personas User Stories (Walk a mile) User Journeys/Use Cases/Channels Wire frames/Prototypes Information architecture, interaction design & navigation Business rules, Data attributes Business process design Visual Guidelines User Guides & Help Customer/User Validation Testing Guidelines Customers & colleagues are at the heart of every decision Toolkit CommunNovate.net
  • 8. 0-10 10,000 5mil 10mil+ Immediately noticeable Direct impact Transparent- Indirect change Somewhat noticeable Significantly noticeable Small user group staff Customers InfluenceonCustomerValue/UsabilityandBrand People (humans) impacted by the change Internal Customers or specific Customer segments LOW HIGH Low HEX Critical HEX Medium HEX High HEX All customers , Australian marketplace – or global! • Small change scope • Small community E.g.  IT platform upgrades  Call Centre software upgrade • Small change scope • Large community E.g.  Network upgrades  Version upgrades • Large change scope • Large community E.g.  New product launch to all segments  Customer self service • Large change scope • Small community ….HEX IA depends on: HIGH • number of people impacted • influence of the change on experience & brand values Addressable market or more (Aust. Population) Delivery Programs need to consider Brand promise, Customer & User Experience… HEX Impact Assessment CommunNovate.net
  • 9. VISION TREE 9 Express no more than 3 problem statements from an end-users perspective and the functions that would resolve these Provide people with an easy way to get to meetings on time Notify user before meeting L2 Problem Statements & Jobs to be done from a users perspective L1 Value Proposition L3 Functional areas L4 High level user stories Alert notification timer settings Integrate calendar with task manager Turn on/off alerts I want to set alert timer so I get alerts at the right time I want to be informed when tasks are due to I don’t miss them I want to turn off alerts when I am on holidays I’m often late to meetings Approach this exercise as a way to agree the value statement of the project so your entire team is united in its vision and objectives. CommunNovate.net
  • 11. HEX PERSONA TEMPLATE 11 Try to define a few different personas so you can view *the customer* or *user* as real individual people with differing backgrounds, frustrations, motivations & goals. Approach this exercise based on the target segment/s identified for the product or capability you are building CommunNovate.net
  • 12. DEFINE INTERACTIONS – SCENARIO’S 12 A scenario is a story about someone (usually your users) using whatever is being designed to carry out a specific task or goal “Walk a mile in another man’s shoes” CommunNovate.net
  • 13. HEX USER STORY TEMPLATE Approach this exercise not to create fully fleshed user stories. Instead, outline functionality using a statement that might start with "It would be great if… …I <persona> could <function> so I can <value> Alert notification timer settings Integrate calendar with task manager Turn on/off alerts CommunNovate.net
  • 14. ESTIMATION 14 Estimate business value, effort & negotiate scope, based on budget Choosing stories with most business value - making informed decisions to prioritise requirements Bang for Buck Average Value (x1000 to get a readable number) / Effort This number is designed to give you a relative score to assess your requirements Inputs • Engaged Business owner : accountability • Customer value assessment • Prioritised User Stories • Technical person to do estimate CommunNovate.net
  • 15. Identify HEX components not being met and escalate for appropriate decision authority MD Decision Steering - Customer Experience Decision Core team Decision Hex impact Critical requirements Minimal Viable Product Delivery is all about managing risks, trade-offs & making decisions MD or Sponsor decision to proceed Risks/Issues referred to the Relevant Steering Team representative, for EG Customer risks/issues will be referred to Customer Representative on the Steering team Core team empowered to deliver and make decisions on HEX / CE impact Do the right programs - deliver both customer value & $$$ manage the trade-off between time, budget & quality track & realise benefits right people make the right decisions at the right time 1 2 3 4 HEX Escalations CommunNovate.net
  • 16. AOP/AdHocConsults HEX DELIVERY APPROACH CONCEPT • Vision Tree / Scope statement • Persona • Scenarios (day in the life of) • HEX goals • Customer Experience Impacts • Brand Value Impacts • Business Justification/ Recommendations PROGRAM EXECUTION • User Stories / Use Cases • Straw Man/ Prototyping • User Feedback • Customer Experience Pulse check • Brand Value Alignment • User Journey / Navigation • Brand / Visual guidelines / User guide • Sitemaps / Wire frames • Business Acceptance Criteria / BRT POST LAUNCH • HEX Review • ISO Standard 16024 Business ArchitectureBusiness Architecture Impact Assessment Business Benefits Realisation Take the results and use as input to the next program BusinessCase HEXResource/RiskProfile Use proper tools to capture requirements rather than ‘gather’ and ‘collect’ Making sure that requirements are not allocated to systems ineffectively by linking with Business Architecture CommunNovate.net
  • 17. DELIVER MEASUREVISION HEX HUMAN CENTRIC DESIGN THINKING LIFECYCLE LEARNING | KNOWLEDGE | INSIGHTS Starts long before the program and ends long after launch CommunNovate.net
  • 18. QUALITY TRIANGLE AND ITS DELIVERY ROLE Brand Corporate Brand Product Brand Strategy Brand Objectives Customer Vision & Value - MVP - VOC  Priority Are these being met? How? UX How is the sum experienced - User experience - How pleasurable Cost Time Quality Manage Risks & trade-offs with Business YES or NO? Assign to a decision maker at appropriate authority Typically, programs and projects focus on cost & time to delivery. MD Decision Steering - Customer Experience Decision Core team Decision Time, Cost & Quality are all key ingredients to successful project delivery. HEX Quantifies the Quality Triangle. CommunNovate.net
  • 19. Relevant Understand Users Define Interaction Prototype Design Measure Validate Innovate Plan Simplicity People Focus Care Collaboration Excellence Integrity Intelligence Relevant I trust you It’s Possible Simple Trust I love what you do I feel rewarded No Problems “The most profound technologies are those that disappear. They weave themselves into the fabric of everyday life until they are indistinguishable from it.” Wave 1 - Kick Off Trial programs Define success->test plan Coach, mentor teams Test, learn &improve Wave 1 Review Retrospective –Learning Change Management – Scale Measure results - KPIs Improve and select next projects Wave 1 - Operations Change implementation strategy Documentation to QA acceptance standard Test, learn &improve I feel confident Spirit Challenging Leadership Anticipate needs HEX Iterative Plan CommunNovate.net
  • 20. Un-usable (difficult to use) Unreliable (inconsistent) Non-functional (doesn’t work properly) I can’t make this work (makes me feel stupid) It works sometimes (causes frustration) It doesn’t work (lost my trust) THE DOWNSIDE OF NEGATIVE HEX CommunNovate.net
  • 21. LEARN MORE ABOUT HUMAN CENTRED DESIGN-THINKING A Human centred Design approach maximizes customer value. • Strategy Definition • Customer Insights , Customer/User Experience strategy • Target Customer/User & Channels • Value Propositions, Prioritization & Planning • Collaboration & Agility: Visioning for Value, Personnas, User Stories/Use cases, Information Architecture, Prototyping, Testing, Iteration, Production • Business Process Design & Organisational Structure • Feedback & Analysis • Contact Sharon Don @ CommunNovate.net to learn more about Human centred, Design Thinking approaches to Innovation and Transformation CommunNovate.net 2013

Editor's Notes

  1. Why HEX?Put the human experience on our agenda of Optus strategyThe purpose is to drive us to continually think and improve the quality of experience a person has when interacting with us.Make us aware of the importance of providing meaningful, pleasurable, convenient interactions.Start every program with the “human experience” and test our assumptions with real people throughout the development lifecycleHEX is implemented by the program team and all stakeholders. HEX will include a variety of tools to be used pre, during and post program.Each program must customise, find their appropriate level and tailor their own HEX activities to focus on delivering what is most valuable for the person with the context.
  2. The user ( human/our customer) is at the centre of everything we do, because we care.Our customer (user/human) wants simple, relevant, great service!By being customer focussed &amp; collaborative we can harness our integrity, intelligence, &amp; problem solving skills to deliver simplicity and excellenceIn turn our customers will trust us, feel rewarded and love our services
  3. Provide insights into the customer segmentsEncourage us to write and design for real peopleCapture important user needs and requirementsProvoke discussion about users and usability Which groups naturally form? What are the trends? Personas are not roles – eg Are all marketeers the same as people?
  4. What is the UX experience we want to achieve for each segmentation across the customer corridor
  5. Use contextual tools to capture and express value based requirements rather than “gathering” and “collecting” laundry listsEnsuring program requirements are viewed within context of wider organisatonal knowledge by linking with Business architects, rather then viewed in isloation and thus ineffectively allocated to systems.
  6. Business/product owner populates with L4 user stories from vision tree and Business Analyst Make sure non functionals are included as user stories – eg performance, availability, redundancy etc – this will impact estimateTotal weighted score is derived from Customer value Assessment step 2 Have a tech person estimate effort ( man-days)Determine cumulative costDraw line below budgetCumulative costs column is used in conversation with business owner, who can see how far their money goes, and the impact of dropping or adding requirementsDoesn’t burn budget on analysis