Post on 16-Apr-2017
UX RESEARCH WITHIN AN AGILE DESIGN & DEVELOPMENT SPRINT CYCLE
1 JUN 2016
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
WHAT WE’LL COVER
5 artifacts that we use
TOPICS
Lessons learned
What’s nextA case studyResearch during design & dev sprints
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
IN CONTEXT
PAST PRESENT FUTURE
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE PAST
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
LINEAR AND ATOMIZEDTRADITIONAL PROCESS
01 02 03RESEARCH DESIGN DEVELOPMENT
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
RESEARCH DEFICITSTRADITIONAL PROCESS
Puts focus on user in up-front research phase: lack of user focus in later phases
Conceptual and discovery research too early, during abstract phase
Developer validation too late, during concrete phase of implementation
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
DESIGN DEFICITSTRADITIONAL PROCESS
Interactive focus - lacks opportunities for abstraction
Atomized focus on aesthetics
Voice of user can be lost
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
IMPLEMENTATION DEFICITSTRADITIONAL PROCESS
Developers see little interest in research phase (not relevant to their needs yet)
“Whisper down the lane”
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
TRADITIONAL PROCESS
Assumes and relies upon close physical proximity of teams
Assumes and relies upon hyper-communicative team members
Not necessarily scalable when utilizing geographically
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
WHAT IS THE PROCESS REALLY LIKE?PROCEDURAL DESIGN & PROGRAMMING
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
How can we change it?
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE PRESENT
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
A shift in mindset.
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
A SHIFT IN MINDSET
Research engaged throughout the project; all disciplines use sprints to deliver value.
Research is a design and development tool for creating a “user-center designed” product.
Abandon the assembly line process.
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE GOAL
As a researcher,
I want to get to findings & insights (quickly),
so that we can get to a good design (quickly).
USER-CENTERED DESIGN
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
RESEARCH & SPRINTS
Who?Research, Design, Dev, Clients
What? Informing or Evaluating
When?As often as needed throughout sprints
USER-CENTERED DESIGN
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
What’s it look like?
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE AGILE TRINITY
EVALUATE EVALUATE EVALUATE
RESEARCH DESIGN BUILD
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
SPRINT 0 SPRINT 1 SPRINT 2 SPRINT 3 SPRINT 4 SPRINT 5 SPRINT 6 SPRINT 7
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
SPRINT 0 SPRINT 1 SPRINT 2 SPRINT 3 SPRINT 4 SPRINT 5 SPRINT 6 SPRINT 7
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
GENERATIVE OR DESCRIPTIVERESEARCH TO INFORM
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
EVALUATIVERESEARCH TO VALIDATE
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
A CASE STUDYPROJECT BACKGROUND
Challenge Website redesign to create a dedicated experience for advisors Establish a new look and feel to communicate launch of new brand Leverage and re-architect existing content Timeline 6 month timeline / 8 Sprints (3 wks each) Deliverable Working prototype that demonstrates new user experience and key workflows with usable code
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE SPRINT PLAN
Purpose Design the vision.
Concept Design the framework.
Feature sets Design the workflows.
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
SPRINT 0 SPRINT 1 SPRINT 2 SPRINT 3 SPRINT 4 SPRINT 5 SPRINT 6 SPRINT 7
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
SPRINT 0 SPRINT 1 SPRINT 2 SPRINT 3 SPRINT 4 SPRINT 5
kickoff
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUXSession Survey: http://www.uxpa2016.org/sessionsurvey Conference Survey: http://www.uxpa2016.org/survey www.uxpa2016.org #UXPA2016
STAKEHOLDER INTERVIEWS IN-DEPTH USER INTERVIEWS
FRAMEWORK DESIGN
TECH ASSESSMENT
COMPETITIVE ASSESSMENT
SPRINT 0Week 3 Week 4Week 1 Week 2
SPRINT 1
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUXSession Survey: http://www.uxpa2016.org/sessionsurvey Conference Survey: http://www.uxpa2016.org/survey www.uxpa2016.org #UXPA2016
FRAMEWORK DESIGN
TECH ASSESSMENT
COMPETITIVE ASSESSMENT
Week 3 Week 4 Week 6Week 5 Week 7
RESEARCH SYNTHESIS
SPRINT 0
IN-DEPTH USER INTERVIEWS
USABILITY TESTING
SPRINT 1 SPRINT 2
PROTOTYPE DEVELOPMENT
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
5 RESEARCH ARTIFACTS
The Research Protocol The Observation Guide The Post-Testing Debrief The “Report” The Refactoring Sprint
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE RESEARCH PROTOCOL
Study Goals Document the objectives for the study.
Key Tasks Document what’s being tested
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE OBSERVATION GUIDE
Observation guide to keep observers on task What are we testing? What did you observe?
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE POST-TESTING DEBRIEF
Protocol Outline Handout Study Goals Key Tasks
Organized Discussion What worked What worked but needs tweaks What didn’t work Requires data analysis
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE “REPORT”
Study Goals What worked What worked but needs tweaks What didn’t work Other important findings
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE REFACTORING SPRINT
Research Detailed analysis, looping in design, dev, and clients if anything changed since the debrief. Start planning the next set of research.
Design & Development Iterate based on research findings, begin next feature set.
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
LEARNED IN THIS PROCESS
What are we researching? Lead the process.
What are we changing? Own the discussion.
What does it mean to be agile? Be ready for change.
THE ROLE OF THE RESEARCHER
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
How can we iterate on this process?
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE FUTURE
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
A change in mindset.
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
Object-Oriented UX #OOUX
A change in mindset.
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
OOUX ORIGINS
Dave Collins (1994) Designing Object-Oriented User Interfaces
Sophia Voychehoyski (2015) http://alistapart.com/article/object-oriented-ux
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
OOUX
Place object design before interaction design.
Place data before logic.
Abandon the assembly line micro-process.
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
PROCEDURAL
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
PROCEDURAL vs.
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
PROCEDURAL vs. OBJECT ORIENTED
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
WHY DO WE WANT TO DO THIS?
So we can think about the entire system in line with real-world objects in users’ mental model, not digital-world actions.
We don’t go to a web site because we want to search, filter, or check-out. We go to a web site because we want a plane ticket. We want relationships. We want food. We want a book.
We want things.
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
You might be thinking, this all sounds great, but we have a lot of invested in Agile. We have user stories, we have workflows, we have a minimal viable product we need to produce in a few weeks.
What does that all mean?
BUT WE’RE SO INVESTED IN AGILE!
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
Start with a discrete “object”, which can have associated “actions” and “adjectives” associated with it.
OOUX & “THINGS”
Example: Object: Coin Verb: Rate Adjective: Year
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
As a user I can view numerous coins so that I can rate each coin.
As a user I can add/edit/delete comments for each coin and sort by date posted.
As a user I can view the properties of each coin, so that I can see what the current average rating is, as well as view the year, mint, type, obverse and reverse image and see who the user is who originally uploaded the coin.
THE USER STORYNoun, Verb, Adjective, Metadata
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
1. Nouns are objects
2. Verbs are methods of objects (CTAs)
3. Adjectives are properties of objects
4. Collection of adjectives are metadata
5. Find relationships between objects
6. Find dependencies between objects
7. Code before wireframes (!)
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THE EFFECT OF OOUX ON PROCESS?
Research, then design, then development vs.
Research and design and development
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
SPEAK THE SAME LANGUAGE
Session Survey: http://www.uxpa2016.org/sessionsurvey/279 #UXPA2016 #OOUX
THANK YOUEd Hertzogedhertzog@gmail.com@phillywebguy
Georgia Spangenberggeorgiaspangenberg@gmail.com@247ux