ux and agile: best practices

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Best Practices Sally Abolrous UX Strategist, Researcher, and Designer [email protected] www.salouli.com UX and Agile

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Presented at the SoCal UX Camp 2013 Unconference. Target audience: UX designers and other team members working in an Agile environment.

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Page 1: UX and Agile: Best Practices

Best Practices Sally Abolrous UX Strategist, Researcher, and Designer [email protected] www.salouli.com

UX and Agile

Page 2: UX and Agile: Best Practices

What I love about Agile ·  Teaming

·  It’s collaborative and cross-functional ·  Incremental

·  You don’t have to answer everything now ·  Rapid

·  Frequent releases to test your designs ·  Flexible and Adaptable

·  The team’s goal is to keep improving

Page 3: UX and Agile: Best Practices

What I don’t love about Agile ·  Velocity is everything ·  Quality is an after-thought

Page 4: UX and Agile: Best Practices

A great user experience must be rooted in an understanding of business needs and user needs; Good user interface design is not enough.

User Experience

Page 5: UX and Agile: Best Practices

User Experience Beyond the 30%...

·  We immerse ourselves in the business ·  We listen to stakeholders and users ·  We identify problems ·  We propose and test solutions ·  We create and share a vision ·  We drive decision making

Page 6: UX and Agile: Best Practices

A great user experience must be rooted in an understanding of business needs and user needs; Good user interface design is not enough.

User Experience

How do we fit this into the

process?

Page 7: UX and Agile: Best Practices

Experiments that work ·  7 Best Practices based on successful experiments

·  Resulted in high velocity ·  Resulted in high quality

Page 8: UX and Agile: Best Practices

1. Ad-hoc “Discovery” Sprints Best practices for Agile UX

Page 9: UX and Agile: Best Practices

Why?

Ad hoc “Discovery” Sprints

·  “Sprint 0” is short. We can’t plan for everything ·  We need time to answer big questions ·  We need time to reach a decision ·  We need to take a step back and look at the big

picture

Sprint 0

Sprint 1

Sprint 2

Sprint 3

Sprint 4

Sprint 6

Page 10: UX and Agile: Best Practices

How does it fit in Agile?

Ad hoc “Discovery” Sprints

·  Design (UX, BA, Arch) is 2 sprints ahead

·  “Discovery” sprints as needed

·  Prioritize non-UX stories/tasks for the team while doing discovery

Design Sprint 0

Design Sprint 1

Design Sprint 2

Design Sprint 3

Design Sprint 4

Discovery

Design Sprint 6

Sprint 0

Sprint 1

Sprint 2

Dev Sprint 3

Dev Sprint 4

Dev Sprint 5

Dev Sprint 6

Page 11: UX and Agile: Best Practices

What do you do?

Ad hoc “Discovery” Sprints

·  Talk to the users, the business, and the stakeholders

·  Create and evaluate concepts ·  Research the industry and the

competition ·  Conduct surveys, participatory design

sessions, usability testing ·  Etc…

Page 12: UX and Agile: Best Practices

What are some deliverables?

Ad hoc “Discovery” Sprints

·  Process Flows ·  Stories ·  Scenarios ·  Wireframes ·  Design guidelines

Page 13: UX and Agile: Best Practices

2. Assign a UX Owner Best practices for Agile UX

Page 14: UX and Agile: Best Practices

Assign a UX Owner Why?

·  Team is focused on the details of the current and next sprint, not on the big picture

·  Multiple designers on different teams can lead to inconsistency

·  Need someone to ensure the vision is carried through and the design doesn’t lose its integrity

Make it

my way! 80/20 Rule

Zero training

Less is More!!!

Page 15: UX and Agile: Best Practices

How?

Assign a UX Owner

·  Embed UX members in the agile teams ·  Increased collaboration ·  Increased understanding of UX

process ·  Common vision

·  UX owner may/may not be on a team ·  UX owner ensures consistency ·  UX owner maintains the vision and

design goals ·  UX owner passes/approves deliverables

Team A

UX VD

PO

BA Dev

Arch

QA

SM

Page 16: UX and Agile: Best Practices

3. Don’t lose sight of the Big Picture Best practices for Agile UX

Page 17: UX and Agile: Best Practices

Why?

Don’t lose sight of the big picture

·  In Agile, stories are small and focused on one feature

·  It’s easy to forget about the big picture

·  The navigation and interaction of the whole system is UX’s responsibility

Sprint 1 Team A

Sprint 2 Team B

Sprint 3 Team A

Sprint 3 Team B

Sprint 4 Team C

Sprint 3 Team C

Page 18: UX and Agile: Best Practices

Don’t lose sight of the big picture ·  Everywhere…

·  Process Flows ·  Personas ·  Design Mantras ·  Wireframes/Sketches/Ideas

·  Design team… ·  Cross-team design sessions

to ensure pieces fit together ·  Maintain and use the UX

framework ·  Think ahead

Page 19: UX and Agile: Best Practices

Don’t lose sight of the big picture Anticipate

what’s coming next based on process flows.

Is there a next step or is this final

step? What if the user gets

interrupted?

Out of scope

Out of scope

Page 20: UX and Agile: Best Practices

4. Get Buy-In from the Team Best practices for Agile UX

Page 21: UX and Agile: Best Practices

Why?

Get Buy-In from the Team

·  Everyone should be invested in the design ·  Development, Business, QA insight is crucial

Solid Design

Technology Context

Business Goals

Customer Needs

Page 22: UX and Agile: Best Practices

How?

Get Buy-In from the Team

·  Talk! Often! ·  Whiteboard sessions with Arch/Dev/BA ·  Make Informed decisions

·  Understand the technology: ·  Limitations, Customizations, Effort required…

·  Understand the business: ·  Goals, Motivations, Priorities…

·  Share early design sketches/ideas ·  Are there better solutions? ·  Are there technical concerns? ·  Are there testing concerns?

Page 23: UX and Agile: Best Practices

5. Put the user in the user story Best practices for Agile UX

Page 24: UX and Agile: Best Practices

A great user experience must be rooted in an understanding of business needs and user needs.

Put the User in the User Story

Page 25: UX and Agile: Best Practices

Why?

Put the User in the User Story

·  Business objectives and goals drive design decisions ·  and users’ objectives and goals drive business decisions

·  Bring the user’s voice to requirements gathering sessions with the business ·  Bridge the gap between the business and the users

Page 26: UX and Agile: Best Practices

We think beyond the requirements

Put the User in the User Story

·  Question how things work today ·  We ask “why?”

·  Think beyond a user story ·  What’s happening before this? After this?

·  Channel the user ·  Will users understand this term? Add tooltips ·  Do users have enough information to make a decision? Add info ·  Do users know where they are? Add breadcrumbs ·  Do users know who to contact in case they get stuck? Add content ·  Are we missing key requirements needed to complete a task?

Page 27: UX and Agile: Best Practices

We look for ways to delight users, make their lives easier, and form an emotional connection with our product or service.

Put the User in the User Story

Page 28: UX and Agile: Best Practices

6. Form a User Committee Best practices for Agile UX

Page 29: UX and Agile: Best Practices

Why?

Form a User Committee

·  Feedback is needed quickly ·  No time for formal user research

Page 30: UX and Agile: Best Practices

Made up of key personas

Form a User Committee

·  Available for the entire team to: ·  Gather additional requirements ·  Understand and create process flows ·  Review wireframes ·  Review visual designs ·  Review prototypes or implementations ·  Complete surveys ·  Help expedite decision making ·  Ensure that nothing is overlooked or missed

Page 31: UX and Agile: Best Practices

7. Have your UX Laundry List Ready Best practices for Agile UX

Page 32: UX and Agile: Best Practices

Why?

Have your UX Laundry List Ready

·  There’s always room for improvement and refinement ·  Inconsistencies get deprioritized during sprints ·  Visual design often gets deprioritized ·  Iterations are important in both UX and Agile ·  There’s always some unexpected down time – be prepared!

Page 33: UX and Agile: Best Practices

How?

Have your UX Laundry List Ready

·  Evaluate and test the release frequently and keep a log of desired enhancements ·  Discuss your list with the team and get their buy-in ·  Keep your list prioritized at all times

Page 34: UX and Agile: Best Practices

Thank you! Questions or comments? Contact me at [email protected]