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User Centered Design:
How to please users and get the CEO off your back




                                               Dan Arra
                                          San Mateo, CA
                                           650-218-4444
                                          darra@macadamian.com
“Selective Attention Test”, by Daniel Simons




        Confidential   4/2/2011                2
Agenda


     User Centered Design (UCD) Overview
         It’s a process… but negotiation is important

     Support your choices with data
         Storytelling is complementary and effective


     Differentiate your product




                Confidential   3/24/2012                 3
Demystify UCD – Activities & Deliverables


     Users
         Who are they? What do they care about?
         How do they actually interact with your product?
         How would they interact with a new version/feature?

     Centered on value to actual users
         Product Strategy Workshop
         Key business objectives
         User requirements

     Design to illustrate value to users
         Design, test, incorporate feedback
         Rinse and repeat

                Confidential   3/24/2012                        4
Demystify UCD – Activities & Deliverables


     Users
         Personas – context, context, context

     Centered on value to actual users
         Usage Scenarios
         Your business objectives… their value
         Still gotta have documented requirements

     Design to illustrate value to users
         Wireframes, models, mockups
         Visual concepts




                Confidential   3/24/2012             5
Demystify UCD




           Confidential   3/24/2012   6
Demystify UCD




           Confidential   3/24/2012   7
Support your choices with data (and process)


     Gain agreement thru metrics

     Simplify your decisions

     Justify your choices




              Confidential   3/24/2012         8
Gain agreement thru metrics


     Define objective measurable targets

     Express from the customer’s/user’s perspective

     Both qualitative AND quantitative are good




              Confidential   3/24/2012                 9
Simplify your decisions


     With success metrics in hand…

     Obtained from actual users…

     You have confidence about what to include…

     And what to remove




              Confidential   3/24/2012             10
Justify your choices ( aka defend yourself)


     Charts, data – “During our first round of testing…
         time on task was x seconds”
         # of errors was reduced by y%

     Narratives – “We watched the users actually smile
      and relax when then completed this task”

     Storyboards – “As you can see from this
      diagram, the new path to the reservation screen
      is…”




                Confidential   3/24/2012                   11
Gain agreement thru metrics


     Organizational Confidence
         Success is often a matter of confidence

         If Sales believes in the product (based on
          metrics), they will do a better job selling it.

         If Management trusts you’ve made the right
          decisions, you’ll get the resources you need

         If Support understands the training issues, they’ll
          be more effective




                 Confidential   3/24/2012                       12
Differentiate your product
Features are important IF they are valuable to users




                  Confidential   3/24/2012             13
Identify Goals & Tasks


     Users don’t approach with a feature in mind –
      think goals and tasks

     More isn’t always better. More often leads to:

         Clutter

         Bloat

         Complicated




                    Confidential   3/24/2012           14
Differentiate based on those goals & tasks


     Feature war  Bad User Experience

     Study real behavior –
      needs, goals, workflow, workplace processes
      through:
         Direct observation of users
         Feedback from users

     Organize tasks, sub-tasks by:
         Order of importance
         Frequency performed

     Map relationships & dependencies between tasks:
         Flowcharts
         Mapping diagrams
                Confidential 3/24/2012                  15
Information architecture & task relationships diagrams




             Confidential   3/24/2012                    16
Differentiate your product and sell more of it


     If it looks good, you will get more interest

     It’s a process

     Good design can be measured

         Removes opinion and conjecture

         Requires expertise to test (“Blink”, by Malcolm
          Gladwell – puppies, kitties and Aeron Chair)




                 Confidential   3/24/2012                   17
Who is Macadamian?
   Software Products Consultancy
       When the user experience is key
       Full scope of software development life cycle
         • UX Design & User Research
         • Software Engineering
         • QA Testing
       Increasing customer adoption
   14 Year Track Record, over 150 staff
   Hybrid Onshore/Offshore - Ottawa(HQ), Romania, Armenia
   Experience across multiple markets and products
   Wide range of skills and processes:
         •   UX design + Software Engineering + Test/QA
         •   Desktop (Win, Mac OS)
         •   Mobile (iPhone/iPad, Blackberry, Android, WP7)
         •   SaaS (.NET, LAMP, J2EE, RIA, Flash/Flex)
         •   Strobe/Sproutcore Partner


                   Confidential   3/24/2012                   18
What have we done… lately?
   New Product Development, Extensions, Re-designs
       Mobile client development – iPad, iPhone, Android phone & tablet
       Web development – Web 2.0 apps with mobile “companion” products
       Desktop Clients – Windows and Mac

   User Experience Design & Usability Testing
       Product Families – Desktop, Web, Mobile Clients
       User Research including
         • Usability “walk-throughs”
         • Usability Testing
         • Ethnographic research or “job shadowing”

   Examples
       Cisco – FlipShare Mobile, Umi home telepresence
       Juniper – Re-design of existing app to include web, mobile, desktop
       BitTorrent – Macintosh client & Android Tablet (both design & build)
       Varian Medical – Electronic Medical Record for iPad

                   Confidential   3/24/2012                                    19
Our sweet spot…


     End-to-end: from napkin sketch to release (and anywhere
      along your software development life cycle)

     Creativity: innovating in design and technology

     User Research: Validate user needs, usability, market, etc.

     Uncharted territory: dealing with technical uncertainty &
      potential for change

     Intense deadlines – need for rapid response times

     Experience required – there’s no time for ramp-up




                 Confidential   3/24/2012                           20

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Macadamian product camp sv-2012

  • 1. User Centered Design: How to please users and get the CEO off your back Dan Arra San Mateo, CA 650-218-4444 darra@macadamian.com
  • 2. “Selective Attention Test”, by Daniel Simons Confidential 4/2/2011 2
  • 3. Agenda  User Centered Design (UCD) Overview  It’s a process… but negotiation is important  Support your choices with data  Storytelling is complementary and effective  Differentiate your product Confidential 3/24/2012 3
  • 4. Demystify UCD – Activities & Deliverables  Users  Who are they? What do they care about?  How do they actually interact with your product?  How would they interact with a new version/feature?  Centered on value to actual users  Product Strategy Workshop  Key business objectives  User requirements  Design to illustrate value to users  Design, test, incorporate feedback  Rinse and repeat Confidential 3/24/2012 4
  • 5. Demystify UCD – Activities & Deliverables  Users  Personas – context, context, context  Centered on value to actual users  Usage Scenarios  Your business objectives… their value  Still gotta have documented requirements  Design to illustrate value to users  Wireframes, models, mockups  Visual concepts Confidential 3/24/2012 5
  • 6. Demystify UCD Confidential 3/24/2012 6
  • 7. Demystify UCD Confidential 3/24/2012 7
  • 8. Support your choices with data (and process)  Gain agreement thru metrics  Simplify your decisions  Justify your choices Confidential 3/24/2012 8
  • 9. Gain agreement thru metrics  Define objective measurable targets  Express from the customer’s/user’s perspective  Both qualitative AND quantitative are good Confidential 3/24/2012 9
  • 10. Simplify your decisions  With success metrics in hand…  Obtained from actual users…  You have confidence about what to include…  And what to remove Confidential 3/24/2012 10
  • 11. Justify your choices ( aka defend yourself)  Charts, data – “During our first round of testing…  time on task was x seconds”  # of errors was reduced by y%  Narratives – “We watched the users actually smile and relax when then completed this task”  Storyboards – “As you can see from this diagram, the new path to the reservation screen is…” Confidential 3/24/2012 11
  • 12. Gain agreement thru metrics  Organizational Confidence  Success is often a matter of confidence  If Sales believes in the product (based on metrics), they will do a better job selling it.  If Management trusts you’ve made the right decisions, you’ll get the resources you need  If Support understands the training issues, they’ll be more effective Confidential 3/24/2012 12
  • 13. Differentiate your product Features are important IF they are valuable to users Confidential 3/24/2012 13
  • 14. Identify Goals & Tasks  Users don’t approach with a feature in mind – think goals and tasks  More isn’t always better. More often leads to:  Clutter  Bloat  Complicated Confidential 3/24/2012 14
  • 15. Differentiate based on those goals & tasks  Feature war  Bad User Experience  Study real behavior – needs, goals, workflow, workplace processes through:  Direct observation of users  Feedback from users  Organize tasks, sub-tasks by:  Order of importance  Frequency performed  Map relationships & dependencies between tasks:  Flowcharts  Mapping diagrams Confidential 3/24/2012 15
  • 16. Information architecture & task relationships diagrams Confidential 3/24/2012 16
  • 17. Differentiate your product and sell more of it  If it looks good, you will get more interest  It’s a process  Good design can be measured  Removes opinion and conjecture  Requires expertise to test (“Blink”, by Malcolm Gladwell – puppies, kitties and Aeron Chair) Confidential 3/24/2012 17
  • 18. Who is Macadamian?  Software Products Consultancy  When the user experience is key  Full scope of software development life cycle • UX Design & User Research • Software Engineering • QA Testing  Increasing customer adoption  14 Year Track Record, over 150 staff  Hybrid Onshore/Offshore - Ottawa(HQ), Romania, Armenia  Experience across multiple markets and products  Wide range of skills and processes: • UX design + Software Engineering + Test/QA • Desktop (Win, Mac OS) • Mobile (iPhone/iPad, Blackberry, Android, WP7) • SaaS (.NET, LAMP, J2EE, RIA, Flash/Flex) • Strobe/Sproutcore Partner Confidential 3/24/2012 18
  • 19. What have we done… lately?  New Product Development, Extensions, Re-designs  Mobile client development – iPad, iPhone, Android phone & tablet  Web development – Web 2.0 apps with mobile “companion” products  Desktop Clients – Windows and Mac  User Experience Design & Usability Testing  Product Families – Desktop, Web, Mobile Clients  User Research including • Usability “walk-throughs” • Usability Testing • Ethnographic research or “job shadowing”  Examples  Cisco – FlipShare Mobile, Umi home telepresence  Juniper – Re-design of existing app to include web, mobile, desktop  BitTorrent – Macintosh client & Android Tablet (both design & build)  Varian Medical – Electronic Medical Record for iPad Confidential 3/24/2012 19
  • 20. Our sweet spot…  End-to-end: from napkin sketch to release (and anywhere along your software development life cycle)  Creativity: innovating in design and technology  User Research: Validate user needs, usability, market, etc.  Uncharted territory: dealing with technical uncertainty & potential for change  Intense deadlines – need for rapid response times  Experience required – there’s no time for ramp-up Confidential 3/24/2012 20

Editor's Notes

  1. Who works primarily with software products? Hardware? Mix? Enterprise & business products? Consumer products?(after viewing video) – The analogy I had in mind when selecting this video was “you, as the product manager, are the person counting passes. You are concentrating intently on your task of counting passes. As your CEO interrupts you to say, “we don’t need an Windows Phone client yet” and the VP of Sales says “customer xyz insists we deliver this feature”, you continue to do your job and count passes. Unfortunately, you may miss something important if you don’t have a thorough process. You may miss the gorilla in the room..This session is basically about defending yourself against these types of distractions. We’ll use the User Centered Design process with an emphasis on user research and usability testing as our context for helping you to prioritize features, keep your designed focused on user value, and arming you with the tools to respond to strong opinions that may impact your ability to deliver what your users actually need… what you need to put into your product for it (and you) to be successful.
  2. Please keep in mind that the more informed you sound when describing your product, the less resistance you will have, the more control you will have in designing your product, the more resources you will have to build your product. Information gives you confidence and confidence is reassuring to management. The table above is from Jared M. Spool’s book. It shows the path products take from early stage to maturity. This is a good reference tool to use as you are “pestered” to add features ad-hoc. Explain that yes, features are important, but based on qualified research… this is where we are headed. We need to focus on the UI or UX now. Feature wars are a fools errand – Experience and productivity is the next step in improving our product. Making the UI and navigation transparent is the ultimate goal… not comparing ourselves to product xyz.