AgileUXinRTLM Gifford

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    IBM Academy of Technology

    Second Agile Methods and Practices Conference

    McKimmon Center at NC State UnivJune 23-25, 2008Agile@IBM

    Agile UX in Rational Test LabManager (RTLM)

    April Gifford

    [email protected]

    SWG - Rational

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM2

    About this presentation

    Comparing and contrasting my experience as an agile UX practitioner tothat of Desiree Sy of Autodesk, as described in her article Adapting

    Usability Investigations for Agile User-centered Design, 2007

    Purpose

    Share my experience

    Work toward consumable best practices (or tips and tricks!)

    Agenda

    Quick overview of some high points from Sys article

    Quick overview of the same points from my experience

    Why were these agile UX experiences so different?

    Some lessons learned

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM3

    Adapting Usability Investigations for Agile UCD

    Quick background Adaptations to waterfall UCD

    Just in time design

    Methods used

    Design chunking

    User feedback

    Use of documents

    Cycle planning

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM4

    Adapting Usability Investigations for Agile UCD

    Chunking Breaking designs apart into cycle

    sized pieces

    Well defined design goals

    Understanding of the high level

    design intent

    Mini designs build incrementally on

    each other

    Ordering dependency

    Early design chunks are low level

    and fundamental

    No effort wasted, no unused designs

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM5

    Adapting Usability Investigations for Agile UCD

    Feedback Mixed design chunks into single usability sessions

    For example

    Get information on a workflow for a design two iterations away

    Contextual investigation

    Usability test prototypes for current iteration Mix and match usability methodologies

    Participant profiles got progressively closer to end user profiles

    Developers received validated designs

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM6

    Adapting Usability Investigations for Agile UCD

    Documents & reporting Oral storytelling via scrums,

    cycle planning sessions viaplanning board

    Design cards (upcomingdesigns)

    Issue cards (issues, featurerequests, bugs)

    Feature cards (implementationof design)

    Owned by developers

    Usability criteria are part ofacceptance criteria

    No detailed design specs,design history instead

    Team members are co-located

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM7

    Adapting Usability Investigations for Agile UCD

    Cycle planning Cycle Zero/Cycle One

    Requirements gathering

    Personas, scenarios

    Devs work on architecture to allow time for UX activities

    Identify major workflows

    Inform design decisions

    Each cycle thereafter

    Finalize the user story of the next iteration

    Finalize features needed

    Future cycles remain loosely planned

    Enabled the UX team to design one cycle ahead and gather requirements

    two cycles ahead until product release

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM8

    Adapting Usability Investigations for Agile UCD

    Agile UX as illustrated in Desiree Sys article

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM9

    Agile UX in RTLM

    In my experience

    me

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM10

    Agile UX in RTLM

    First, a little information and history A new technology to assist lab managers and test professionals in the

    coordination and management of test lab assets.

    Built on top of Jazz

    Joined in late December 2007 as a UX resource working primarily with a UI

    developer; supported by ASQ UX lead and ASQ MDS designer forconsistency between products, feedback on storyboards, and planning joint

    UX activities

    RQM, RTLM

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM11

    Agile UX in RTLM

    Chunking We did not chunk as Sy did

    We chunked by feature, not by complexity

    We werent progressively building a complete workflow through a feature- it

    was happening all at once

    So many granular, frequently changing details, easy to lose sight of the bigpicture holistic nature of the UI

    Ripple effect and waste

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM12

    Agile UX in RTLM

    A typical chunk to design- one week timeframe

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

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    Agile UX in RTLM

    Feedback Via internal customer team- storyboards

    Weekly meetings with the group as time permitted

    Weekly 1:1s as time permitted and as needed

    Managed beta recently underway

    Open beta planned for

    Solicited participants in Beta and ASQ DPP, little response to RTLM

    Tough to schedule and plan given a moving target and many moving parts

    Reactive because we didnt know what was coming down the pike

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM14

    Agile UX in RTLM

    Documents & reporting Jazz work items

    Frequent conference calls (globally distributed team)

    Provided detailed design specs (blueprints) and lo-fi mockups, but no

    guarantee that they will be implemented as designed

    Difficult to get everyone on the same page

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM15

    Agile UX in RTLM

    Cycle planning Cycle Zero/Cycle One? We might have had them, but I dont think so

    We generated requirements in the cycle planning meeting

    Occurred at the end of most iterations

    Stories created for individual work items, not for the cycle itself

    Stories consist of a description and the associated tasks (low level) Rarely design ahead of development- maybe a week or two

    Prototypes frequently became the finished product

    Well clean up the UI later

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM16

    Why were these experiences so different?

    My opinion: CHANGE Packaging

    Entire UI

    Product scope

    Team processes (build, testing, defect tracking)

    Schedules

    Base technology

    Staff & management

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM17

    Why so different?

    B..b..bbut the Agile Manifestovalues Responding to change over

    following a plan!

    When does responding to change

    get detrimental? Does it? Can this

    even be quantified?

    How can we, as UX practitioners,

    manage change effectively

    without losing the benefits of

    following a plan?

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM18

    Lessons learned

    What Ill try to do differently next time Keep sight of the big picture and maintain a holistic UX perspective,

    instead of getting so consumed by the details

    Make absolutely sure we have use cases and design goals

    Make the time to figure out how changes might impact any plans, my

    schedule, requirements, design, etc Remember best practices and fundamentals of usable design (not design

    by committee)

    Learn some coding skills to improve prototype fidelity and turnover

    Implement a more robust user feedback process if possible

    http://agilemanifesto.org/

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM19

    Lessons learned

    What might have helped Real life resources not a bibliography

    Not only what worked in a situation, but what DIDNT work in a situation (other

    practitioners lessons learned)

    Difficulties and get well plans

    Flexible UCD suggestions for implementation in a variety of project environments

    (best practices and adaptations)reading Sys article sooner!

    Basically, anything that helps you hit the ground running because theres no time

    to play catch up

    Risk mitigation/backups

    Involved external stakeholders

    Clearer requirements on the whole (Why are we building this again?)

    Perhaps a team blog a one stop shop for all things RTLM

    http://agilemanifesto.org/

    IBM A d f T h l S d A il M th d d P ti C f

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State Univ

    June 23-25, 2008

    Agile@IBM20

    Questions?

    IBM A d f T h l S d A il M th d d P ti C f

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    IBM Academy of Technology: Second Agile Methods and Practices Conference

    McKimmon Center at NC State UnivAgile@IBM21

    Thanks!

    To the conference organizers for having me

    To you for coming