![“Agile is Not Easy for UX: (How to) Deal with It”
by Page Laubheimer (Nielsen Norman Group)
As a result, designers [in an agile process]
are under enormous pressure to create, test,
refine, and deliver their output unrealistically fast,
and with little of the context and big-picture
thinking that suits consistent, user-centered
designs.
“](https://image.slidesharecdn.com/thedesigndiscoveryjetpack-180810041041/85/The-Design-Discovery-Jetpack-24-320.jpg)
Uploaded byJesse Emmanuel Rosario
The Design Discovery Jetpack
The document outlines the importance of design discovery in the user experience research process, emphasizing its role in identifying and solving design problems. It introduces a structured approach to conducting effective design discovery, including various research methods and activities to understand user needs and business context. The document also highlights challenges in integrating UX research within agile projects and stresses the need for accessibility considerations in design.
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The Design Discovery Jetpack
- 1. The Design Discovery Jetpack ANINTRODUCTION TO USER EXPERIENCE RESEARCH Jesse Emmanuel Rosario USER EXPERIENCE RESEARCHER + DESIGNER @jemrosario
- 2. FACT: The first fewdays of pretty much any new project is (typically) exciting
- 3. Dear Diary, We hada great kickoff meeting today! The client is here. The executives are excited. The team is assembled and ready to go. I’m so excited I just can’t hide it! Mwahuggles, Me
- 4. “We should do UX research! Discover the right problem to solve!” - Every UX designer alive…
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- 7. Today, we’re goingto talk about Good Design Discovery by way of Effective User Experience Research
- 8. TODAY’S AGENDA: • Whatis Design Discovery? • The Design Discovery Jetpack • Special Questions in Design Discovery • Conclusion
- 9. Design Discovery isthe first mile in the design process. This is where we understand the design problem in order to table a strong, solid solution.
- 10. INITIAL INSIGHT SHIPPLAN Understand the market Product Strategy Prototype Ideation Experience Strategy Customer Empathy Sketch options Test prototypes User test Build Prototype solutions Flesh out solution Refine Definition Strategy and plan, a.k.a. “Build the right thing” Execution Working through tradeoffs to deliver optimal solutions, a.k.a. “Build the thing right” SOURCE: Org Design for Design Orgs (Peter Merholz and Kristin Skinner, 2017) Ideation / Generation Definition / Requirem ents Iterative design Im plem entation DESIGN MAKES STRATEGY CONCRETE DESIGN SUPPORTS DELIGHTFUL, ENGAGING EXPERIENCES Analyze
- 11. So how doyou conduct an effective Discovery Phase?
- 12. “jetpack" • The rightset of UX research methods to get Discovery done • Starts with the design problem, followed by methods (and results)
- 13. DISCLAIMER This process workedfor me. True, effective design research is contingent on the problem you’re trying to solve. Mix and match accordingly. Also not an exhaustive list.
- 14. CLIENT-SIDE RESEARCH USERRESEARCH SYNTHESIS ACTIVITIES communication brief functional specification design documentation (e.g. wireframes, user flows, prototypes, etc.) research presentations stakeholder interviews competitive analysis heuristic evaluation primary and secondary research analytics review content audit (quant & qual) scenario-driven personas usability testing card sorting job stories (and many, many, MANY more)
- 15. Typical Activities Include: •stakeholder interviews • competitive analysis • heuristic evaluation • primary and secondary research • analytics review • content audit (quantitative & qualitative) • metrics, metrics, metrics 1 Client-Side Research WHY DO IT? Probe your project’s business context so we know what to optimize or design for with this new product/service offering.
- 16. Typical Activities Include: •scenario-driven personas • usability testing • card sorting • tree testing • job stories • and many, many, MANY more (add as needed). 2 User Research WHY DO IT? Understand “the person behind the screen”, i.e. the one who will be interacting with your product (in terms of needs, goals, and job they really want done).
- 17. Typical Activities Include: •communication brief • functional specifications • design documentation (e.g. user flows, wireframes, prototypes, etc.) • research presentations 3 Synthesis Activities WHY DO IT? Articulate your findings and jumpstart the strategy process (i.e. actually SOLVING the problem)
- 18. Information Architecture: Card sorting,tree testing, etc. UX Research: Journey maps, Kano Model, storyboards, diary studies, A/B testing, surveys, System Usability Scale, etc. Content Strategy: Message architecture, content plan, page tables, content style guides, etc. Visual Design: Moodboards, style tiles, branding basics, colour schemes, typography, visual design style guides, etc. # Add-on Activities WHY DO IT? Some projects will need a specific approach to truly understand it. Mix and match methods that will get your answer accordingly.
- 19. Special Questions onDesign Discovery Or how to make the process your own.
- 20. • Ideal scenario: Fit UX research and design to the sprint schedule (hypothesis, metrics, tests, and all) How does Design Discovery work for Agile projects?
- 21. • PROBLEM: UXresearch and design becomes shoehorned into the process, sacrificing the deep, contextual thought needed in the design process. How does Design Discovery work for Agile projects?
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- 23. Notice how UXResearch only occupies Sprint 1? #lonely
- 24. “Agile is NotEasy for UX: (How to) Deal with It” by Page Laubheimer (Nielsen Norman Group) As a result, designers [in an agile process] are under enormous pressure to create, test, refine, and deliver their output unrealistically fast, and with little of the context and big-picture thinking that suits consistent, user-centered designs. “
- 25. • COMPROMISE: “sprintzero” upfront UX research and design work to get the hard stuff out of the way and devote the sprint cycles on specific user stories. How does Design Discovery work for Agile projects?
- 26. • All client-sideinformation used to establish (business) context • e.g. analytics, customer logs, CRM info, service calls, etc. “Data”
- 27. BEHAVIOURAL ATTITUDINAL QUANTITATIVE QUALITATIVE Usability labstudiesWeb/mobile analytics Usability benchmarking Remote user testing Interviews/focus groups Card sorting Surveys True intent studies Tree testing Offline channels From Vadim Tslaf (Director, Design & UX, Canada Post)Data Sources/UXR Methods at Canada Post
- 28. QUICK ASIDE: Generative vs.Evaluative Research Generative Explore problem space and learn about potential users Evaluative Validate/invalidate design decisions and measure impact TYPICALLY: fresh builds, redesigns TYPICALLY: post-launch, continuous improvement SOURCE: IBM Design
- 29. BEHAVIOURAL ATTITUDINAL QUANTITATIVE QUALITATIVE Usability testingAnalyticsHeuristic evaluation Interviews Card sorting Personas Competitive analysis Service logs Jem’s Own UX Practice (both in-house/consultant) Field studies Scenario planning Task analysis
- 30. • Pick researchmethods based on where the project is and what you really want to know and why. • Quant + Qual = Full Picture “Data”
- 31. • Early anddeliberately. • Content and design teams have a crucial responsibility to display information that is not a barrier. • Incorporate folks with a11y needs very early on and incorporate them in the design process. How do you incorporate accessibility into the process?
- 32. • Quick designwins: • WCAG 2.0 AA compliance • Font size adjustments • Effective colours + contrast ratios + typography • Keyboard navigation • Closed captioning (and described video) for ALL moving media • Screen reader readable • Explicit controls for all media players • Alt text for ALL visual assets • Rethink that image slider, static PDF • Familiar design patterns vs. reinventing the wheel How do you incorporate accessibility into the process?
- 33. Here is afooter that has a “beautiful” but unreadable menu… wow much clean such beautiful! very Dribbble-worthy!
- 34. I ran itby a Color Contrast Checker. It failed.
- 35. • Two sidesof the problem: A timeline problem A relevance problemThis “research” thing is slowing the $&#! down!
- 36. REALITY: There is ahuge chasm between good UX research and organizational strategy.
- 37. • PRO TIP: Create the ‘Oh’ Moment (when sharing UX research findings) Make that constant connection between what you are doing and how the company is actually going to benefit.
- 38. • REALITY: “Designis only as ‘human-centred’ as the business model allows” (Erika Hall, “Thinking in Triplicate”) • We got to move from human-centred design to value-centred design if our goal is to entrench strategic thinking in the design of products and services.
- 39. IN BRIEF • DesignDiscovery is the first mile of the UX/product design process. • Used to understand both customer and business needs in order to build the right thing.
- 40. if you only haveto remember one thing…
- 41. THANK YOU! Jesse EmmanuelRosario @jemrosario jem@jemrosario.com http://jemrosario.com