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Lisa 
Ba'le 
President 
lisa@designforcontext.com 
Laura 
Chessman 
Principal Consultant 
laura@designforcontext.com 
Keeping 
the 
Vision 
Alive 
USER 
FOCUS 
CONFERENCE 
• 
17 
October, 
2014
Laura 
Chessman 
@design4context 
Keeping the Vision Alive User Focus 2014 
2 
Lisa 
Ba'le 
PRESIDENT 
AND 
FOUNDER 
Understand user needs and 
tasks. Design applicaFons 
that work the way people 
expect them to. 
PRINCIPAL 
CONSULTANT 
Untangling the complex 
problems in user experience 
design.
@design4context 
Keeping the Vision Alive User Focus 2014 
3 
VISION
@design4context 
Keeping the Vision Alive User Focus 2014 
4 
USER-­‐CENTERED 
DESIGN 
A user-­‐centered design process leads to 
creaFng a vision for a major redesign, a 
new product, a strategically important 
next generaFon of a product suite.
@design4context 
Keeping the Vision Alive User Focus 2014 
5 
VISIONARY 
PROTOTYPE 
Provides 
a 
holisPc 
view 
of 
what 
the 
experience 
will 
be 
like 
when 
the 
future 
product 
is 
complete, 
used 
as 
a 
constant 
reference 
point. 
Clickable 
Prototype 
Watch 
videos
ParFcularly when projects extend over a long 
period, challenges come up: technical 
constraints, scope changes, new feature 
requests, poliFcs, changes in leadership… 
@design4context 
Keeping the Vision Alive User Focus 2014 
6 
CHALLENGES
@design4context 
Keeping the Vision Alive User Focus 2014 
7 
KEEPERS 
OF 
THE 
VISION 
APer facilitaFng the creaFon of a vision 
for a redesign or new product, the UX 
team oPen becomes responsible for 
keeping the vision alive.
COMMUNICATING 
THE 
VISION 
@design4context 
Keeping the Vision Alive User Focus 2014 
8
WE 
COMMUNICATE 
THE 
VISION 
TO 
DIFFERENT 
AUDIENCES… 
@design4context 
Keeping the Vision Alive User Focus 2014 
9 
ExecuPves 
Project 
Leads 
Development 
Team
WE 
COMMUNICATE 
THE 
VISION 
TO 
DIFFERENT 
AUDIENCES… 
@design4context 
Keeping the Vision Alive User Focus 2014 
10 
Project 
Leads 
Development 
Team 
Early 
Middle 
Late 
ExecuPves
WE 
COMMUNICATE 
THE 
VISION 
TO 
DIFFERENT 
AUDIENCES… 
@design4context 
Keeping the Vision Alive User Focus 2014 
11 
Project 
Leads 
Development 
Team 
Early 
Middle 
Late 
What 
is 
the 
vision? 
How 
is 
it 
be'er 
than 
what 
we 
had 
before? 
How 
much 
have 
we 
accomplished 
so 
far? 
What 
is 
our 
roadmap 
to 
achieve 
it? 
ExecuJves
@design4context 
Customer 
Service 
Team 
Sales 
Team 
Keeping the Vision Alive User Focus 2014 
12 
VISUALIZATION 
OF 
PROCESS 
AND 
PAIN 
POINTS 
Allow 
decision 
makers 
to 
visualize 
pain 
points 
in 
a 
current 
process 
and 
show 
how 
the 
vision 
is 
simpler 
and 
cleaner. 
Customer 
DB 
External 
/ 
Manual 
Processes 
Sales 
Leads 
Mark 
as 
prospect 
Open 
report 
in 
Excel 
Customer 
found? 
Remove 
duplicates 
Yes 
No 
View 
customer 
info 
Run 
prospect 
report, 
export 
Search 
for 
customer 
in 
sales 
system 
Create 
record 
in 
sales 
system 
Review 
customer 
record 
Mark 
record 
as 
new 
prospect, 
add 
notes 
Valid 
new 
prospect? 
Current 
System 
Send 
to 
Sales 
Team 
Open 
Prospect 
Spreadsheet
Future 
System 
@design4context 
Customer 
Service 
Team 
Sales 
Team 
Keeping the Vision Alive User Focus 2014 
13 
VISUALIZATION 
OF 
PROCESS 
AND 
PAIN 
POINTS 
Allow 
decision 
makers 
to 
visualize 
pain 
points 
in 
a 
current 
process 
and 
show 
how 
the 
vision 
is 
simpler 
and 
cleaner. 
Full 
CRM 
External 
/ 
Manual 
Processes 
Mark 
as 
prospect 
View 
customer 
info 
Open 
Prospects 
List 
Review 
customer 
record 
Mark 
record 
as 
ready 
for 
contact 
Valid 
new 
prospect? 
No 
external 
or 
manual 
processing
@design4context 
Keeping the Vision Alive User Focus 2014 
14 
ROADMAP 
IdenPfy 
feature 
groups 
and 
explain 
what 
will 
be 
done 
for 
each 
of 
them 
in 
the 
short 
term, 
mid 
term, 
and 
long 
term. 
Phase 
1 
Phase 
2 
Phase 
3 
1. 
People 
(Customer/Prospect 
DB) 
2. 
CommunicaPons 
3. 
Workflow 
4. 
Knowledge 
Base 
5. 
Issue 
Tracking 
6. 
Sales 
Leads
@design4context 
Keeping the Vision Alive User Focus 2014 
15 
ROADMAP 
Over 
Pme, 
track 
the 
feature 
groups 
and 
show 
which 
ones 
are 
done, 
which 
are 
in 
progress, 
which 
have 
not 
started 
yet. 
Group 
Short 
Term 
Mid-­‐Term 
Long-­‐Term 
Framework 
Clarify 
structure, 
navigaPon 
Streamline 
look 
and 
feel 
Streamline 
access 
levels 
Expand 
access 
for 
external 
users 
Establish 
interacPon 
model 
between 
elements 
Enhance 
interacPons 
between 
element 
Define 
complex 
interacPons 
elements 
Customer/ 
Prospect 
DB 
Consolidated 
data 
Develop 
base 
view 
Enhanced, 
context 
sensiPve 
views 
and 
access 
points 
Develop 
responsive 
view 
Further 
develop 
tools 
and 
views 
IdenPfy 
views 
and 
access 
points 
Support 
history 
tracking 
dependencies 
CommunicaJons 
IdenPfy 
types 
and 
prioriPes 
Integrated 
views 
independent 
of 
mechanism 
Clarify 
views 
and 
relaPonships 
Support 
history 
tracking 
dependencies 
Automate 
response 
opPons 
Define 
model 
with 
person 
and 
issues 
Integrate 
with 
3rd 
party 
tools 
Workflow 
IdenPfy 
rules 
and 
user 
interacPons 
Build 
rules 
engine 
Define 
work 
management 
opPons 
Enhance 
noPficaPon 
and 
access 
points 
Establish 
interacPon 
model 
Build 
base 
noPficaPons 
and 
access 
points 
Build 
work 
management 
opPons 
Completed 
In 
progress 
At 
risk
GOAL 
(WHY) 
HOW 
WHAT 
(FEATURE 
SETS) 
Feature 
Feature 
@design4context 
Keeping the Vision Alive User Focus 2014 
16 
PROJECT 
GOALS 
Build 
towards 
goals, 
not 
features. 
Understanding 
goals 
and 
keeping 
a 
focus 
on 
them 
throughout 
a 
project 
is 
essenPal. 
Increase 
conversion 
rate 
Decrease 
call 
Pme 
More 
personalized 
offers 
Offer 
incenPves 
Faster 
idenPficaPon 
of 
each 
caller 
Quick 
answers 
to 
most 
common 
quesPons 
Feature 
Feature 
Sub 
feature 
Feature 
Sub 
feature 
Sub 
feature 
Sub 
feature 
Sub 
feature 
Sub 
feature 
Sub 
feature 
Sub 
feature
Release 
for 
Beta 
(July 
‘14) 
@design4context 
Release 
for 
Pilot 
users 
(planned 
Jan 
‘14) 
Keeping the Vision Alive User Focus 2014 
17 
PROJECT 
TIMELINE 
A 
Pmeline 
that 
looks 
back 
over 
the 
project 
history 
and 
points 
out 
key 
milestones, 
phases 
and 
achievements—showing 
what’s 
been 
done 
so 
far 
and 
what’s 
sPll 
coming. 
Q3 
2013 
Q4 
2013 
Q1 
2014 
Q2 
2014 
Q3 
2014 
Q4 
2014 
Q1 
2015 
Q2 
2015 
Business 
Process 
Re-­‐engineering 
Focus 
Groups 
and 
Surveys 
Visionary 
Prototypes 
Build 
for 
Beta 
TesPng 
Build 
for 
Extended 
Pilot 
Build 
for 
Full 
Release 
Framework 
People 
CommunicaPons 
Workflow 
Issue 
Tracking 
Knowledge 
Management 
Sales 
Leads 
Design 
direc+on 
agreed 
on 
by 
stakeholders 
(Dec 
‘14) 
Demo 
to 
Board 
(May 
‘14) 
Demo 
to 
Board 
(planned 
Nov 
‘14) 
Today! 
(Oct 
‘14)
WE 
COMMUNICATE 
THE 
VISION 
TO 
DIFFERENT 
AUDIENCES… 
@design4context 
Keeping the Vision Alive User Focus 2014 
18 
ExecuPves 
Development 
Team 
Early 
Middle 
Late 
What 
is 
in 
scope? 
What 
are 
the 
prioriPes? 
What 
goes 
into 
development 
next? 
Where 
can 
we 
scale 
back? 
Project 
Leads
@design4context 
Keeping the Vision Alive User Focus 2014 
19 
VISION 
WALL 
Surround 
the 
project 
team 
with 
arPfacts 
that 
express 
the 
goals 
and 
success 
criteria. 
Image 
of 
a 
team 
room 
with 
flip 
charts 
showing 
goals, 
criteria 
for 
success, 
user 
research 
findings 
Challenge: 
Distributed 
teams 
do 
not 
have 
a 
shared 
workspace
@design4context 
Keeping the Vision Alive User Focus 2014 
20 
PROJECT 
MULTI-­‐ 
TRACK 
OVERVIEW 
Keeping 
different 
parts 
of 
the 
project 
in 
synch 
and 
focused 
on 
how 
they 
can 
work 
together 
towards 
a 
vision. 
Q4 
2013 
Q1 
2014 
Q2 
2014 
Q3 
2014 
Q4 
2014 
Q1 
2015 
Q2 
2015 
Q3 
2015 
Q4 
2015 
Framework 
Customer/Prospect 
DB 
Workflow 
CommunicaPons 
1.1 
EvaluaPon 
and 
Feedback 
1.2 
IteraPve 
Design 
and 
Development: 
Base 
Element 
1.3 
IteraPve 
Design 
and 
Development: 
Overall 
look 
and 
feel 
2.1 
Data 
modeling 
2.2 
IteraPve 
Design 
and 
Development: 
Customer/Prospect 
InformaPon 
3.1 
Data 
modeling 
4.2 
Build 
rules 
engine 
3.2 
3rd 
Party 
IntegraPon 
R&D 
4.1 
IdenPfy 
business 
rules 
2.3 
History 
Tracking 
3.3 
IteraPve 
Design 
and 
Development: 
CommunicaPons 
3.3 
IteraPve 
Design 
and 
Development: 
Workflow 
InteracPons
@design4context 
Keeping the Vision Alive User Focus 2014 
21 
FEATURE 
SUMMARY 
Create 
digesPble 
summaries 
of 
features, 
explaining 
what 
it 
is 
and 
why 
it 
helps. 
Discuss 
which 
features 
have 
been 
built 
so 
far… 
DASHBOARD 
To 
Do 
This 
Week 
Cases 
prioriPzed 
automaPcally 
for 
each 
user. 
Tasks 
and 
AcJviJes 
Non-­‐case 
work 
is 
listed 
in 
the 
same 
area 
as 
case 
related 
work 
so 
users 
have 
just 
one 
place 
to 
look. 
A 
single 
star=ng 
point 
for 
planning 
the 
user’s 
work 
and 
finding 
any 
cases 
that 
are 
wai=ng 
for 
the 
user’s 
ac=on. 
Quick 
Access 
to 
ReporJng 
and 
Search 
Users 
can 
quickly 
find 
their 
reports 
and 
saved 
searches. 
2014 
VERSION
Upcoming 
Work 
Planning 
tools 
allow 
users 
to 
make 
be'er 
decisions 
today 
@design4context 
Keeping the Vision Alive User Focus 2014 
22 
FEATURE 
SUMMARY 
… 
and 
which 
features 
are 
sPll 
coming 
in 
the 
future. 
DASHBOARD 
Addi=onal 
tools 
will 
be 
integrated 
into 
the 
dashboard 
to 
give 
users 
more 
visibility 
on 
their 
produc=vity 
and 
help 
them 
plan 
ahead, 
including 
FUTURE 
FEATURES 
what-­‐if 
scenarios. 
Credit 
Calculator 
Users 
will 
see 
credits 
earned 
and 
credits 
needed 
to 
meet 
their 
goals 
ProducJvity 
Data 
and 
Tools 
Views 
of 
producPvity 
data 
allow 
users 
to 
see 
their 
historical 
performance
US 
#1016 
US 
#1017 
@design4context 
Address 
valid? 
US 
#1018 
US 
#1036 
US 
#1035 
Keeping the Vision Alive User Focus 2014 
23 
USER 
STORY 
OVERVIEW 
A 
quick 
overview 
of 
user 
stories 
in 
a 
process 
flow, 
to 
help 
the 
team 
visualize 
the 
relaPonships 
between 
user 
stories. 
CUSTOMER 
CUSTOMER 
SERVICE 
REPRESENTATIVE 
Epic 
#21: 
Process 
a 
service 
request 
Request 
a 
service 
Customer 
found? 
Epic 
#15: 
Create 
new 
customer 
US 
#1041 
Find 
available 
services 
Service 
available? 
US 
#1032 
Receive 
new 
service 
request 
Find 
customer 
record 
Verify 
address 
Edit 
address 
US 
#1058 
Browse 
services 
US 
#1059 
Search 
services 
US 
#1060 
Preview 
a 
service 
US 
#1061 
View 
recommenda 
Pons 
Submit 
service 
request 
US 
#1033 
Receive 
confirmaPon 
US 
#1042 
US 
#1034 
Yes 
No 
Yes 
No 
Yes 
No
@design4context 
Keeping the Vision Alive User Focus 2014 
24 
USER 
STORY 
SPREADSHEET 
WITH 
GRAPHS 
Extend 
the 
user 
story 
list 
to 
show 
status 
of 
stories.
WE 
COMMUNICATE 
THE 
VISION 
TO 
DIFFERENT 
AUDIENCES… 
@design4context 
Keeping the Vision Alive User Focus 2014 
25 
ExecuPves 
Project 
Leads 
Development 
Team 
Early 
Middle 
Late 
How 
does 
__ 
feature 
fit 
in? 
What 
alternaPves 
are 
there? 
Is 
this 
a 
short 
term 
or 
a 
long 
term 
design?
@design4context 
Keeping the Vision Alive User Focus 2014 
26 
ELABORATION 
OF 
DESIGN 
Over 
Pme, 
parts 
of 
the 
original 
visionary 
prototype 
are 
elaborated 
in 
more 
detailed 
wireframes. 
Vision 
prototype 
Wireframes
@design4context 
Keeping the Vision Alive User Focus 2014 
27 
SHOW 
FEATURES 
IN 
CONTEXT 
Within 
a 
user 
story, 
provide 
a 
“big 
picture” 
wireframe 
and 
idenPfy 
areas 
that 
aren’t 
in 
scope 
for 
the 
current 
story.
@design4context 
Keeping the Vision Alive User Focus 2014 
28 
USER 
STORY 
SHORT 
TERM 
AND 
LONG 
TERM 
VERSIONS 
SomePmes 
a 
short-­‐term 
design 
soluPon 
differs 
from 
the 
intended 
design. 
When 
possible, 
signpost 
this.
@design4context 
Keeping the Vision Alive User Focus 2014 
29 
CONSIDERATIONS 
● Not 
geung 
too 
far 
ahead 
of 
development 
● Needing 
new, 
more 
granular 
prototypes 
that 
demonstrate 
the 
evoluPon 
of 
the 
vision 
(evoluPon 
in 
Pme 
and 
depth)
PresentaFon is on Slideshare – Go to www.designforcontext.com/publicaFons 
Lisa 
Ba'le 
President 
lisa@designforcontext.com 
Laura 
Chessman 
Principal Consultant 
laura@designforcontext.com 
Keeping 
the 
Vision 
Alive 
USER 
FOCUS 
2014 
Thanks! 
@ Copyright Design for Content – add copyright statement unless it’s not appropriate

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Keeping the Vision Alive: UX Leadership in Long-Term Projects

  • 1. Lisa Ba'le President lisa@designforcontext.com Laura Chessman Principal Consultant laura@designforcontext.com Keeping the Vision Alive USER FOCUS CONFERENCE • 17 October, 2014
  • 2. Laura Chessman @design4context Keeping the Vision Alive User Focus 2014 2 Lisa Ba'le PRESIDENT AND FOUNDER Understand user needs and tasks. Design applicaFons that work the way people expect them to. PRINCIPAL CONSULTANT Untangling the complex problems in user experience design.
  • 3. @design4context Keeping the Vision Alive User Focus 2014 3 VISION
  • 4. @design4context Keeping the Vision Alive User Focus 2014 4 USER-­‐CENTERED DESIGN A user-­‐centered design process leads to creaFng a vision for a major redesign, a new product, a strategically important next generaFon of a product suite.
  • 5. @design4context Keeping the Vision Alive User Focus 2014 5 VISIONARY PROTOTYPE Provides a holisPc view of what the experience will be like when the future product is complete, used as a constant reference point. Clickable Prototype Watch videos
  • 6. ParFcularly when projects extend over a long period, challenges come up: technical constraints, scope changes, new feature requests, poliFcs, changes in leadership… @design4context Keeping the Vision Alive User Focus 2014 6 CHALLENGES
  • 7. @design4context Keeping the Vision Alive User Focus 2014 7 KEEPERS OF THE VISION APer facilitaFng the creaFon of a vision for a redesign or new product, the UX team oPen becomes responsible for keeping the vision alive.
  • 8. COMMUNICATING THE VISION @design4context Keeping the Vision Alive User Focus 2014 8
  • 9. WE COMMUNICATE THE VISION TO DIFFERENT AUDIENCES… @design4context Keeping the Vision Alive User Focus 2014 9 ExecuPves Project Leads Development Team
  • 10. WE COMMUNICATE THE VISION TO DIFFERENT AUDIENCES… @design4context Keeping the Vision Alive User Focus 2014 10 Project Leads Development Team Early Middle Late ExecuPves
  • 11. WE COMMUNICATE THE VISION TO DIFFERENT AUDIENCES… @design4context Keeping the Vision Alive User Focus 2014 11 Project Leads Development Team Early Middle Late What is the vision? How is it be'er than what we had before? How much have we accomplished so far? What is our roadmap to achieve it? ExecuJves
  • 12. @design4context Customer Service Team Sales Team Keeping the Vision Alive User Focus 2014 12 VISUALIZATION OF PROCESS AND PAIN POINTS Allow decision makers to visualize pain points in a current process and show how the vision is simpler and cleaner. Customer DB External / Manual Processes Sales Leads Mark as prospect Open report in Excel Customer found? Remove duplicates Yes No View customer info Run prospect report, export Search for customer in sales system Create record in sales system Review customer record Mark record as new prospect, add notes Valid new prospect? Current System Send to Sales Team Open Prospect Spreadsheet
  • 13. Future System @design4context Customer Service Team Sales Team Keeping the Vision Alive User Focus 2014 13 VISUALIZATION OF PROCESS AND PAIN POINTS Allow decision makers to visualize pain points in a current process and show how the vision is simpler and cleaner. Full CRM External / Manual Processes Mark as prospect View customer info Open Prospects List Review customer record Mark record as ready for contact Valid new prospect? No external or manual processing
  • 14. @design4context Keeping the Vision Alive User Focus 2014 14 ROADMAP IdenPfy feature groups and explain what will be done for each of them in the short term, mid term, and long term. Phase 1 Phase 2 Phase 3 1. People (Customer/Prospect DB) 2. CommunicaPons 3. Workflow 4. Knowledge Base 5. Issue Tracking 6. Sales Leads
  • 15. @design4context Keeping the Vision Alive User Focus 2014 15 ROADMAP Over Pme, track the feature groups and show which ones are done, which are in progress, which have not started yet. Group Short Term Mid-­‐Term Long-­‐Term Framework Clarify structure, navigaPon Streamline look and feel Streamline access levels Expand access for external users Establish interacPon model between elements Enhance interacPons between element Define complex interacPons elements Customer/ Prospect DB Consolidated data Develop base view Enhanced, context sensiPve views and access points Develop responsive view Further develop tools and views IdenPfy views and access points Support history tracking dependencies CommunicaJons IdenPfy types and prioriPes Integrated views independent of mechanism Clarify views and relaPonships Support history tracking dependencies Automate response opPons Define model with person and issues Integrate with 3rd party tools Workflow IdenPfy rules and user interacPons Build rules engine Define work management opPons Enhance noPficaPon and access points Establish interacPon model Build base noPficaPons and access points Build work management opPons Completed In progress At risk
  • 16. GOAL (WHY) HOW WHAT (FEATURE SETS) Feature Feature @design4context Keeping the Vision Alive User Focus 2014 16 PROJECT GOALS Build towards goals, not features. Understanding goals and keeping a focus on them throughout a project is essenPal. Increase conversion rate Decrease call Pme More personalized offers Offer incenPves Faster idenPficaPon of each caller Quick answers to most common quesPons Feature Feature Sub feature Feature Sub feature Sub feature Sub feature Sub feature Sub feature Sub feature Sub feature
  • 17. Release for Beta (July ‘14) @design4context Release for Pilot users (planned Jan ‘14) Keeping the Vision Alive User Focus 2014 17 PROJECT TIMELINE A Pmeline that looks back over the project history and points out key milestones, phases and achievements—showing what’s been done so far and what’s sPll coming. Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Business Process Re-­‐engineering Focus Groups and Surveys Visionary Prototypes Build for Beta TesPng Build for Extended Pilot Build for Full Release Framework People CommunicaPons Workflow Issue Tracking Knowledge Management Sales Leads Design direc+on agreed on by stakeholders (Dec ‘14) Demo to Board (May ‘14) Demo to Board (planned Nov ‘14) Today! (Oct ‘14)
  • 18. WE COMMUNICATE THE VISION TO DIFFERENT AUDIENCES… @design4context Keeping the Vision Alive User Focus 2014 18 ExecuPves Development Team Early Middle Late What is in scope? What are the prioriPes? What goes into development next? Where can we scale back? Project Leads
  • 19. @design4context Keeping the Vision Alive User Focus 2014 19 VISION WALL Surround the project team with arPfacts that express the goals and success criteria. Image of a team room with flip charts showing goals, criteria for success, user research findings Challenge: Distributed teams do not have a shared workspace
  • 20. @design4context Keeping the Vision Alive User Focus 2014 20 PROJECT MULTI-­‐ TRACK OVERVIEW Keeping different parts of the project in synch and focused on how they can work together towards a vision. Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Framework Customer/Prospect DB Workflow CommunicaPons 1.1 EvaluaPon and Feedback 1.2 IteraPve Design and Development: Base Element 1.3 IteraPve Design and Development: Overall look and feel 2.1 Data modeling 2.2 IteraPve Design and Development: Customer/Prospect InformaPon 3.1 Data modeling 4.2 Build rules engine 3.2 3rd Party IntegraPon R&D 4.1 IdenPfy business rules 2.3 History Tracking 3.3 IteraPve Design and Development: CommunicaPons 3.3 IteraPve Design and Development: Workflow InteracPons
  • 21. @design4context Keeping the Vision Alive User Focus 2014 21 FEATURE SUMMARY Create digesPble summaries of features, explaining what it is and why it helps. Discuss which features have been built so far… DASHBOARD To Do This Week Cases prioriPzed automaPcally for each user. Tasks and AcJviJes Non-­‐case work is listed in the same area as case related work so users have just one place to look. A single star=ng point for planning the user’s work and finding any cases that are wai=ng for the user’s ac=on. Quick Access to ReporJng and Search Users can quickly find their reports and saved searches. 2014 VERSION
  • 22. Upcoming Work Planning tools allow users to make be'er decisions today @design4context Keeping the Vision Alive User Focus 2014 22 FEATURE SUMMARY … and which features are sPll coming in the future. DASHBOARD Addi=onal tools will be integrated into the dashboard to give users more visibility on their produc=vity and help them plan ahead, including FUTURE FEATURES what-­‐if scenarios. Credit Calculator Users will see credits earned and credits needed to meet their goals ProducJvity Data and Tools Views of producPvity data allow users to see their historical performance
  • 23. US #1016 US #1017 @design4context Address valid? US #1018 US #1036 US #1035 Keeping the Vision Alive User Focus 2014 23 USER STORY OVERVIEW A quick overview of user stories in a process flow, to help the team visualize the relaPonships between user stories. CUSTOMER CUSTOMER SERVICE REPRESENTATIVE Epic #21: Process a service request Request a service Customer found? Epic #15: Create new customer US #1041 Find available services Service available? US #1032 Receive new service request Find customer record Verify address Edit address US #1058 Browse services US #1059 Search services US #1060 Preview a service US #1061 View recommenda Pons Submit service request US #1033 Receive confirmaPon US #1042 US #1034 Yes No Yes No Yes No
  • 24. @design4context Keeping the Vision Alive User Focus 2014 24 USER STORY SPREADSHEET WITH GRAPHS Extend the user story list to show status of stories.
  • 25. WE COMMUNICATE THE VISION TO DIFFERENT AUDIENCES… @design4context Keeping the Vision Alive User Focus 2014 25 ExecuPves Project Leads Development Team Early Middle Late How does __ feature fit in? What alternaPves are there? Is this a short term or a long term design?
  • 26. @design4context Keeping the Vision Alive User Focus 2014 26 ELABORATION OF DESIGN Over Pme, parts of the original visionary prototype are elaborated in more detailed wireframes. Vision prototype Wireframes
  • 27. @design4context Keeping the Vision Alive User Focus 2014 27 SHOW FEATURES IN CONTEXT Within a user story, provide a “big picture” wireframe and idenPfy areas that aren’t in scope for the current story.
  • 28. @design4context Keeping the Vision Alive User Focus 2014 28 USER STORY SHORT TERM AND LONG TERM VERSIONS SomePmes a short-­‐term design soluPon differs from the intended design. When possible, signpost this.
  • 29. @design4context Keeping the Vision Alive User Focus 2014 29 CONSIDERATIONS ● Not geung too far ahead of development ● Needing new, more granular prototypes that demonstrate the evoluPon of the vision (evoluPon in Pme and depth)
  • 30. PresentaFon is on Slideshare – Go to www.designforcontext.com/publicaFons Lisa Ba'le President lisa@designforcontext.com Laura Chessman Principal Consultant laura@designforcontext.com Keeping the Vision Alive USER FOCUS 2014 Thanks! @ Copyright Design for Content – add copyright statement unless it’s not appropriate