agile ux in real life - lessons learned

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(P) LESSONS LEARNED (P)HILIPP SCHRÖDER AGILE UX IN REAL LIFE 15.5.2013

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This talk is for anyone interested in achieving "the best of both worlds" with agile development and user-centered design. I also intend to address the concerns of skeptical UX professionals who think of agile as simply the latest industry buzzword, and wonder how the turmoil of disrupting tried and tested work practices could possibly improve the process and quality of the results. I share some practical advice based on my own experiences working in an agile environment and share some of the insights culled from our interest group of practitioners in Switzerland. I address questions such as: * What needs to be in place at the start of an agile software project to achieve a successful outcome ("iteration zero")? * Should a UX designer act as Product Owner in agile ("UXPO")? * How to best integrate user research in agile development? * What are the challenges and solutions for collaborating effectively within a multi-disciplinary agile team?

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Page 1: Agile UX In Real Life - Lessons Learned

(P)

LESSONS LEARNED(P)HILIPP SCHRÖDER

AGILE UX IN REAL LIFE15.5.2013

Page 2: Agile UX In Real Life - Lessons Learned

➡ Individuals and interactions over processes and tools

➡ Working software over comprehensive documentation

➡ Customer collaboration over contract negotiation

➡ Responding to change over following a plan

AGILE MANIFESTO

HTTP://AGILEMANIFESTO.ORG/

Page 3: Agile UX In Real Life - Lessons Learned

1 ITERATION = 1 SPRINT = 1 TO 3 WEEKS

ITERATIVE DEVELOPMENT(SCRUM PROCESS)

24hrs

Sprint planning End of project

Sprint reviewSprint retrospective

Product Backlog Development

Goal achieved / money run down

Page 4: Agile UX In Real Life - Lessons Learned

WATERFALL VERSUS AGILEWaterfall Development Model

Agile Development Model

Analysis

Design

Programming

TestingTime

Handover Handover Handover

i1

A

P

D

TTime

i2

A

P

D

T

i3

A

P

D

T

i4

A

P

D

T

i5

A

P

D

T

Inspect Inspect Inspect Inspect

AdaptAdapt

Inspect

Adapt Adapt

Page 5: Agile UX In Real Life - Lessons Learned

A way to improve efficiency & effectiveness➡ Keeping focus on (customer) value➡ Removing non valuable activities

(e.g. excessive documentation)➡ Optimizing the workflow & information flow

to achieve the shared goal (cf. Kanban)➡ Attention to symptoms of overburden

(work with a sustainable pace)

LEAN THINKING

Page 6: Agile UX In Real Life - Lessons Learned

Visual Design

Site ObjectivesUser Needs

Content Requirements

Functional Specifications

Interaction Design

Information Architecture

Information DesignNavigation DesignInterface Design

Concrete Completion

ConceptionAbstract

time

Surface

Skeleton

Structure

Scope

Strategy

Concrete Completion

ConceptionAbstract

time

HTTP://WWW.JJG.NET/ELEMENTS/

THE ELEMENTS OF USER EXPERIENCE

Surface: Design the visual presentation of user interface

Skeleton: Design the arrangement and contents of individual screens; navigation

Structure: Define the 'information architecture' of the user interface

Scope: Narrow down the requirements for features and content

Strategy: Gather business goals and user needs

Page 7: Agile UX In Real Life - Lessons Learned

Visual Design

Site ObjectivesUser Needs

Content Requirements

Functional Specifications

Interaction Design

Information Architecture

Information DesignNavigation DesignInterface Design

Concrete Completion

ConceptionAbstract

time

HTTP://WWW.JJG.NET/ELEMENTS/

THE ELEMENTS OF USER EXPERIENCE

User Needs & Business Goals

Observe

Both!

Page 8: Agile UX In Real Life - Lessons Learned

My personal favorites...BENEFITS OF AGILE

Page 9: Agile UX In Real Life - Lessons Learned

Agile can shorten the time from idea to delivery➡ Fast delivery (an increment of working

software each iteration)➡ Focus (focus on business value, important

features first, less waste)➡ Informed decisions (decide in the latest

responsible moment)

TIME TO MARKET

Page 10: Agile UX In Real Life - Lessons Learned

IMAGE: CC BY SA CHARLIE LLEWELLIN ON FLICKR

SUSTAINABLE PACE

The iterative process facilitates working at a regular pace.

The pace of last iterations can guide the target for the next iteration.

The agile principles enable flow, a state of focussed concentration.

Page 11: Agile UX In Real Life - Lessons Learned

SCRUM PROCESSJANICE FRASER'S UX CYCLES

UX CYCLES

AGILE DEVELOPMENT

COMMON GROUND: WORKING ITERATIVELY

THINK Generative Research,

Ideation,Test Results,

Competitive Analysis MAKESketches,Wireframes,Mockups,Prototypes,Deployed Code

EVALUATEFeedback,Site Analytics,Usability Testing

Planning End

ReviewRetrospective

Backlog Development

Page 12: Agile UX In Real Life - Lessons Learned

Sometimes referred to as “iteration zero”

WHAT NEEDS TO BE IN PLACE AT THE START OF ITERATION ONE?

Page 13: Agile UX In Real Life - Lessons Learned

An UX practitioner’s answer:➡ The (design) strategy➡ Business requirements➡ User research➡ Personas, scenarios➡ ... yaddi yaddi yadda ...➡ And a design framework

Big

Design

Up Front

WHAT NEEDS TO BE IN PLACE AT THE START OF DEVELOPMENT?

Page 14: Agile UX In Real Life - Lessons Learned

An agile practitioner’s answer:➡ A product vision➡ A prioritized product backlog➡ A product owner➡ A development team

WHAT NEEDS TO BE IN PLACE AT THE START OF ITERATION ONE?

Inspect &

Adapt

Page 15: Agile UX In Real Life - Lessons Learned

AGILE PROJECT CHARTER

DON’T OBSESS ABOUT THE BIG PICTURE, GET A COMPASS.

Business goal 1

Business goals

Success criteria

Users / customer value

Team / roles

Working agreements

Project context

...

➡ How do we know we are successful?

➡ Who are our users? What is the value for them?

➡ Clarify expectations about the roles in the team.

➡ Jointly define operational guidelines (Definition of Done, ...)

➡ Clarify interfaces to parties involved in the project

➡ Adjust / add as needed

Project title

Business goal 2 Business goal 3

How

Why

Use agile chartering to map out the territory

Page 16: Agile UX In Real Life - Lessons Learned

How to best integrate user research in agile development?

USER RESEARCH AND THE AGILE FEEDBACK LOOP

Page 17: Agile UX In Real Life - Lessons Learned

LOTS OF OPPORTUNITIES FOR RESEARCH & CO-DESIGN

Product Owner

Developers

UX Researcher

Customer Service Rep

Users

MON TUE WED THU FRI MON TUE WED THU FRI

○ ○ ○ ○ ○ ○ ○ ○

Page 18: Agile UX In Real Life - Lessons Learned

SHOULD A UX DESIGNER ACT AS PRODUCT OWNER IN AGILE (“UXPO”)?

Page 19: Agile UX In Real Life - Lessons Learned

THE AGILE PRODUCT OWNER

Domain expertise

Business User-centered Design

Technology

Page 20: Agile UX In Real Life - Lessons Learned

PO TEAM- Focus on the “what” / problem space

- Who is our customer and what is a problem that is worth solving?

- Leverages user research methods (cf. Lean startup: customer development)

THE PO TEAM / DEV TEAM COMBO

DEVELOPMENT TEAM- Focus on the “how” / solution space

- Figures out how to best solve the defined problem

- Leverages agile development principles

Relieving the "PO as a bottleneck" problem

close collaboration / collaborative design

Page 21: Agile UX In Real Life - Lessons Learned

COLLABORATING IN A MULTI-DISCIPLINARY AGILE TEAM

Page 22: Agile UX In Real Life - Lessons Learned

COMMUNICATE LIGHT, VISIBLY & COLLABORATE ACROSS ROLES

Page 23: Agile UX In Real Life - Lessons Learned

HTTP://STYLETIL.ES/

STYLE TILES FINAL SITE

ITERATE VISUAL LANGUAGE IN A LIGHTWEIGHT WAY

Page 24: Agile UX In Real Life - Lessons Learned

LIVE STYLE GUIDE

BUILD A MODULAR DESIGN. CONTINUALLY REFINE & REFACTOR.

Page 25: Agile UX In Real Life - Lessons Learned

My personal take on it➡ Good profits and repeat business requires

happy and loyal customers➡ Happy and loyal customers require products /

services with great user experience➡ Great software requires great collaboration

during product development (cf. Conway's Law)

TAKE AWAY: COLLABORATION IS KEY