infor so ho experience

Template v1 06/27/13

1

L A U N C H 06 . 24 . 15


2

Karen VanHouten Product Manager, Principal IA

Joel McClure Design Director

Tim McConechy Senior Architect

Mallory Lindsley-Cicek Senior Designer

Erik Hageman Director of Creative

Jamie Norman Senior Usability Analyst

The crew In t roducing


3

From 10x to Xi

Strategic principles

The competitive environment

Resources

Adoption

Q&A

What’s on tap


4

The value of UX in #ensw


5

From 10x to Xi


6

Visual cohesion Design certification Accommodate legacy patterns

SoHo 10x objectives

Simplify and unify the visual design language across all Infor products

Review and advise on implementation of standards

Move the visual design of products in the direction of modern web UI, within the constraints of existing UX

From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions


7

Unify the experience

LN EAM M3 Financials Lawson •••



8

SoHo 10x Common Controls | Usage Guidelines | Consistent Nav Patterns

Unify the experience




10

Creating great UX is a moving target and requires continuous effort

SoHo 10x A unified visual style with common components for legacy systems

2013

SoHo Xi A modern design system rooted in user needs, built with flexibility for the future

2015



11



12

User-centered design process Ensure we’re solving the right problems in the most effective way

Design with mobile in mind Create responsive and adaptive experiences across devices and environments

Accessible & inclusive Ensure applications are usable by all people of all abilities


1 2 3



13

User-centered design

1



14

User research Interviews, user testing, usability testing, etc.

Customer site visits Clarifying roles, observing workflow, exploring the real world environments in which our users work

Conferences & user groups Sharing our strategy, listening to concerns, fostering our user-focused design philosophy

Leverage contact with end-users to drive change



15

Without user-centered design: A single, identical experience for every user.



16

With user-centered design: Tailor-made experience for specific roles and tasks.


User-centered approach

What is?

Assess the current reality

What if?

Imagine what could be

What wows?

Explore multiple hypotheses

What works?

Test hypotheses with users



18

Meeting users in the field First-hand observation



19 Sales Hub Home



20 Sales Hub Orders



21 Sales Hub Checkout



22

Hearing directly from the users

User interviews Thoughts and reactions from

users to build user stories

User testing Task-based tests and surveys to

validate hypotheses



23

Mobile in mind 2



24

Responsive Consistency across devices, well-considered break points, and rules around what sizes will work for specific content and nav patterns

Touch-ready Controls are optimized for more seamless input on tablets and phones

Changing contexts Elevated user expectations about how their software will respond in any situation, factoring in time of day, geographical location, history, and AI

Bridge constantly evolving needs and expectations across all devices


How mobile powers our thinking

Make it clear

Clarity forces decisions around

hierarchy

Streamline

Eliminate unnecessary

steps

Consistent & beautiful

Mobile experiences are more controlled



26



27



28

Accessible & inclusive 3



29

Addressing many kinds of needs

Universal and regulated compliance standards Controls are validated to conform to industry and governmental standards

Theming and personalization

Making applications usable by as many people as possible

Users with various physical & cognitive challenges can perform their work effectively

Users gain greater control to optimize the interface for their needs



30

Business drivers

Minimize legal risk / eliminate employee

discrimination

Conform to the law Avoid revenue loss Optimize risk and cost

Right thing to do Professionalism / quality



31

SECTION

508

A federal law that requires (among other things) that all websites and applications used by the federal government be accessible to people with special needs. (Other countries have similar accessibility requirements).

USA International

WCAG

AA

Web Content Accessibility Guidelines (WCAG) are part of a series of web accessibility guidelines published by the Web Accessibility Initiative (WAI) of the World Wide Web Consortium (W3C), the main international standards organization for the internet.



32

Addressing many kinds of needs

Visual Auditory Mobility & dexterity

Cognitive



33

Support for assistive technologies To support accessibility, all important functionality must be available so that assistive technology can understand and process the content, adapting it for the user.

These tools include:

Screen readers Braille terminals Screen magnification tools

Speech recognition software Keyboard overlays Subtitled or sign-

language audio content


How we approached accessibility

Keyboard support

All controls use standard

keys

Screen reader QA

Performing QA for screen

readers

Third-party validation

Verifying all controls with

SSB Bart Group

Themes and personalization

Theming capability in the

controls



35

Light theme



36

Dark theme



37

High contrast theme



38

SoHo Xi base themes

Light Dark High contrast

User preference or optimized for environmental conditions



39

Personalization

Customer-defined themes for branding or distinction between environments



40

Competetive environment


41 Oracle Alta



42 SAP Fiori



43 Tableau



44 Workday



45 Salesforce.com



46

Resources


47

soho.infor.com



48

Code and documentation Code and documentation for HTML/SASS/JS and component design guidelines



49

Design articles User experience educational resources including: articles, case studies, videos, demos, and best practices.



50

Controls HTML/SASS/JS controls optimized for mobile, theming, and accessibility

Icons SVG and markup icon library

Educational resources Articles, tutorials, and case studies

Engagement requests Contact the SoHo team to collaborate with us

Forum Discussion forum (future)

< / >

soho.infor.com



51

Adoption


52

Augment Add new functions on top of existing application. •  Clear Work •  Home Pages •  Net New Models

Remodel UX/UI effort Taking the current structure and transforming it (using SoHo Xi Layout patterns). UX/UI effort.

Build UI + Process Patterns Most disruptive. Net new application or complete reinvention of a module or application.

Adoption paths



53

Spring 2015 release

Guidelines Code, documentation, design, and usage specifications

Layout templates Page layouts recommended off-the-shelf and flexible templates

Controls Accessible components with

support for touch input and responsive designs

Themes and personalization

Enhanced control based on user or customer

preferences

Visual elements SVG icon library, color palette, and

data visualization guidelines

< / >


54

What’s next?

•  Additional features for components \

•  More page layout templates

•  Sample application templates

•  More themes

•  More articles and case studies, and tutorials

•  Results of user research and testing

•  Integrations to product platforms


55

As Infor’s internal creative agency we help design its software products and envision the future of the Infor brand itself. Our mission: change the way people work and think about work. To do that, we craft a new generation of enterprise-level user experiences that disrupt preconceived notions of business software. And along the way, we find ways to surprise and delight.

infor so ho experience

Software