Integrating UX Into AgileHow To Ensure Your Sprints Result In Usable SoftwareJon InnesAug 10, 2011
OverviewDo you have a long list of user stories and have trouble organizing and prioritizing them?Want a better way to track dependencies between stories?Do you find it tedious to write “As a user” over and over?Do you find that some stories impact more than a single user type and need a way to track that?Want to figure out how to measure the UX impact of backlog items?Want to track UX work like wireframes, mockups, or user testing more effectively?Just want to learn more about UX and how to integrate it into Scrum?
Agile & UX Integration ChallengesWorking code is not enough to create a good UXUX produces deliverables of value other than codeUX deliverables are used in many parts of the company UX changes can impact lots of teams, creating chaosUX deliverables often get used by many teams outside of developersUX work may require longer term plans or sequencingUser studies may need to be done a sprint ahead or behindUser research may take longer than a sprint to complete end to end UX staffing often breaks “self contained team” ruleDue to the variety of specialized skills it may be necessary to matrixSome skills needed infrequently, but experience is key to success
UX & Agile Meethttp://www.flickr.com/photos/dearbarbz365/2196169411/in/photostream/
Compatibility of Agile and UX ValuesProcess and toolsIndividuals and interactionsoverComprehensive documentationWorking softwareoverContract negotiationCustomer collaborationoverFollowing a planResponding to changeoverAgile info based on www.agilemanifesto.org & www.mountaingoatsoftware.com
User Experience—A Brief DefinitionMarketingIt starts by something being useful…Functionally, people mustbe able to use it…User ExperienceSalesThe way it looks mustbe pleasing…DesirabilityThis extends to designingan overall user experienceUsabilitySupportThat includes marketing,sales and support designUtilityExecuting well on all of these areas is what creates a great user experience
Four Categories of UX ProblemsAcquireActivateRetainReferGet user to recommend to a friend
Marketing oriented, get user to know offering exists
Get user to integrate offering into their lives and use long term
Get user to engage with product for initial 1st useThese apply to any type of product or serviceANDincludes more than product design activitiesCategories based on Dave McClure’s AARRR Startup Metrics for Pirates see:  http://500hats.typepad.com/500blogs/2007/06/internet-market.html
ResearchUser ExperienceDesignSMUX Means Integrated Research & Design
Six Key UX Activities for SoftwareSMActivities listed based on Norman: The Invisible computer, 1998
UX OrganizationalIntegration PointsMarket ResearchSubject Matter ExpertsProject PlanningProduct ManagementTechnical WritingMarket ResearchBrand StrategyEngineeringAdvertisingSalesQuality AssuranceTechnical SupportSM
 Managing UCD within agile projects. Detweiler, 2007
http://www.flickr.com/photos/udanium/290748501/
UX MattersInvolve UsersUXI Matrixhttp://en.wikipedia.org/wiki/Agile_software_development
Changes Via Values and VisibilityNew Values: UX Matters, Involve UsersInvolve users early and oftenWaiting until the end is the waterfall wayThe definition of “done” can only be determined by usersMore Visibility: Tracking via UXI MatrixTrack UX deliverables—who’s doing what?Have we validated our stories with users? Did the iteration feedback include user feedback?Can they use it? Do they like it? Would they recommend it?Is the UX getting better? What are we doing about it?
6b6a12345List Users List StoriesGroomEstimateAssignTrackTrackBonus:Add hyperlinks to deliverables
Common Questions & AnswersIsn’t this just a product backlog?Sort of, but with additional informationStart  with your backlog and just build off of itHow do I collect UX metrics?See www.measuringux.comAlso consider just tracking what UX things you createWhat “design” metrics do you captureStart with do you have a design for the storyConsider tracking intermediate work like wireframesAnother good one is “do we have assets” (e.g., icons)
More Questions & AnswersHow does this relate to Patten’s Story Map stuff?His technique is a great way to startThe UXI Matrix includes UX tracking and metricsCan I use something else other than Excel?Sure, but I suggest you start simpleWhy not use sticky notes?Teams I work with are distributed and like electronic stuffThe UXI Matrix has calculations on it, and hyperlinksI can print it out or share it on a server
Story Map Examplewww.agileproductdesign.com/writing/how_you_slice_it.pdf

Integrating UX Into Agile: How To Ensure Your Sprints Result In Usable Software

  • 1.
    Integrating UX IntoAgileHow To Ensure Your Sprints Result In Usable SoftwareJon InnesAug 10, 2011
  • 2.
    OverviewDo you havea long list of user stories and have trouble organizing and prioritizing them?Want a better way to track dependencies between stories?Do you find it tedious to write “As a user” over and over?Do you find that some stories impact more than a single user type and need a way to track that?Want to figure out how to measure the UX impact of backlog items?Want to track UX work like wireframes, mockups, or user testing more effectively?Just want to learn more about UX and how to integrate it into Scrum?
  • 3.
    Agile & UXIntegration ChallengesWorking code is not enough to create a good UXUX produces deliverables of value other than codeUX deliverables are used in many parts of the company UX changes can impact lots of teams, creating chaosUX deliverables often get used by many teams outside of developersUX work may require longer term plans or sequencingUser studies may need to be done a sprint ahead or behindUser research may take longer than a sprint to complete end to end UX staffing often breaks “self contained team” ruleDue to the variety of specialized skills it may be necessary to matrixSome skills needed infrequently, but experience is key to success
  • 4.
    UX & AgileMeethttp://www.flickr.com/photos/dearbarbz365/2196169411/in/photostream/
  • 5.
    Compatibility of Agileand UX ValuesProcess and toolsIndividuals and interactionsoverComprehensive documentationWorking softwareoverContract negotiationCustomer collaborationoverFollowing a planResponding to changeoverAgile info based on www.agilemanifesto.org & www.mountaingoatsoftware.com
  • 6.
    User Experience—A BriefDefinitionMarketingIt starts by something being useful…Functionally, people mustbe able to use it…User ExperienceSalesThe way it looks mustbe pleasing…DesirabilityThis extends to designingan overall user experienceUsabilitySupportThat includes marketing,sales and support designUtilityExecuting well on all of these areas is what creates a great user experience
  • 7.
    Four Categories ofUX ProblemsAcquireActivateRetainReferGet user to recommend to a friend
  • 8.
    Marketing oriented, getuser to know offering exists
  • 9.
    Get user tointegrate offering into their lives and use long term
  • 10.
    Get user toengage with product for initial 1st useThese apply to any type of product or serviceANDincludes more than product design activitiesCategories based on Dave McClure’s AARRR Startup Metrics for Pirates see: http://500hats.typepad.com/500blogs/2007/06/internet-market.html
  • 11.
    ResearchUser ExperienceDesignSMUX MeansIntegrated Research & Design
  • 12.
    Six Key UXActivities for SoftwareSMActivities listed based on Norman: The Invisible computer, 1998
  • 13.
    UX OrganizationalIntegration PointsMarketResearchSubject Matter ExpertsProject PlanningProduct ManagementTechnical WritingMarket ResearchBrand StrategyEngineeringAdvertisingSalesQuality AssuranceTechnical SupportSM
  • 14.
    Managing UCDwithin agile projects. Detweiler, 2007
  • 15.
  • 16.
    UX MattersInvolve UsersUXIMatrixhttp://en.wikipedia.org/wiki/Agile_software_development
  • 17.
    Changes Via Valuesand VisibilityNew Values: UX Matters, Involve UsersInvolve users early and oftenWaiting until the end is the waterfall wayThe definition of “done” can only be determined by usersMore Visibility: Tracking via UXI MatrixTrack UX deliverables—who’s doing what?Have we validated our stories with users? Did the iteration feedback include user feedback?Can they use it? Do they like it? Would they recommend it?Is the UX getting better? What are we doing about it?
  • 18.
    6b6a12345List Users ListStoriesGroomEstimateAssignTrackTrackBonus:Add hyperlinks to deliverables
  • 19.
    Common Questions &AnswersIsn’t this just a product backlog?Sort of, but with additional informationStart with your backlog and just build off of itHow do I collect UX metrics?See www.measuringux.comAlso consider just tracking what UX things you createWhat “design” metrics do you captureStart with do you have a design for the storyConsider tracking intermediate work like wireframesAnother good one is “do we have assets” (e.g., icons)
  • 20.
    More Questions &AnswersHow does this relate to Patten’s Story Map stuff?His technique is a great way to startThe UXI Matrix includes UX tracking and metricsCan I use something else other than Excel?Sure, but I suggest you start simpleWhy not use sticky notes?Teams I work with are distributed and like electronic stuffThe UXI Matrix has calculations on it, and hyperlinksI can print it out or share it on a server
  • 21.
  • 23.
  • 24.
    UX & AgileMeetUXAgilehttp://www.flickr.com/photos/dearbarbz365/2196169411/in/photostream/
  • 26.
    UX Methods andDeliverablesMethodsDeliverables

Editor's Notes

  • #4 There was a famous commercial tag line for peanut butter cups: "You got your peanut butter in my chocolate! You got your chocolate in my peanut butter!". Two great tastes that taste great together." Agile and UX are like this, two different things that can work well together.
  • #5 Just over 10 years ago, not far from here at Snowbird the Agile Manifesto was written to define the values of “lightweight” methodologists who wanted to change the way software was developed. The fact we are here today is testament the impact of that meeting. At the time of that meeting another large change was already underway in the software community. User Experience work had crossed the chasm from best practice to common practice during the internet boom. Unfortunately there was little cross pollination among the UX and Agile communities. Let’s review the compatibility of these sets of values.
  • #6 One of the problems when discussing user experience design is that many individuals and organizations don’t view it holistically. Contrast that to Apple, where design includes everything from the ads to the store, from product boxes, to genius bars, and in store training classes. Consider how a focus on solely producing working software would impact a company who wants to excel at providing a holistic experience that would have to be coordinated with marketing, sales, support, etc.
  • #7 Dave McClure, famous internet entrepreneur and investor has advised startups to think about 5 key types of metrics using his AARRR acronym. I’ve listed the first 4 here which are UX centric (revenue metrics are beyond the scope of this talk). Note how these don’t emphasize development centric things like releasing code that Agile methods like Scrum focus on. That’s a big source of the reasons people struggle with integration Agile & UX. UX metrics and activities are not captured in burn down charts.
  • #8 One of the common sources of confusion is that Scrum and other Agile methods assume a product owner or surrogate user is available to the users to help them define requirements and is in a position to define them and verify the UX is good enough. UX recognizes that requirements for mass market products and services often require significant research and iterative refinement even before development. Good UX is always the result of research that is closely coupled with design.
  • #9 Another problem integrating UX into Agile is that UX work is very specialized, and is typically performed by more than one person because it would be very hard to find someone who could do all of the necessary work at a high level of quality. Just having one of the UX specialists for each of the above areas would create a team of 6 without developers!
  • #10 Each of the 6 UX focus areas listed actually produce value to various parts of the organization, but often go overlooked as they cross the functional silos found in many companies.
  • #11 There have been several publications analyzing how to integrate Agile with UX over the years. Take for example this image from an article from Mark Detweiler in Interactions magazine in 2007.
  • #12 Or this one by Uday Gajendar highlighting the holistic and iterative nature of good UX work…
  • #13 So now looking at theposter image for Agile that appears on Wikipedia what’s missing? How can we integrate UX?
  • #14 Change only starts when people embrace new values. Tracking objective progress towards the desired outcome by making it visible is key. I’ll assume you care about UX and design, or you wouldn’t be here. If your team cares about UX then they’ll be interested in this too. The secret sauce in UX is user involvement. The more user involvement throughout the process the more effective your iterations will be. Recognize the definition of done is like the definition of obscenity, you know it when you see it. Recognize you are not the user so you can’t judge done, only your users can.
  • #19 Here’s an example from a project I did with a customer. I presented this at UPA 2011 this year (with James McElroy). It shows how we used the UXI Matrix to help the team transition to being more agile while retaining some of their existing UX best practices.
  • #21 Agile & UX are like peanut butter and chocolate. Great ideas that CAN work great together. However you have to have a recipe. Otherwise you’ll end up with a gooey mess. Question for the audience. Does Agile fit into UX or does UX fit into Agile?Hint: The peanut butter would never hold the chocolate well, but it makes for a great center.