Usability Day FMH - UX Workshop (1)

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UX @OUTSYSTEMSUsability Day 2015

0.1

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Lourenço RodriguesUX @Customer Experiencelourenco.rodrigues@outsystems.com

www.outsystems.com3 © OutSystems. All Rights Reserved 3

Ricardo LuizUX / UI Expert Services Leadricardo.luiz@outsystems.com

The OutSystems® Platform

Deliver enterprise web and mobile applications. Fast.

• Fast Development of APPs• Develop once for all devices• Rapid and continuous iteration

• See it at www.OutSystems.com

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About OutSystems

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Some of our CustomersDifferent Industries, Similar IT Challenges

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User Experience (UX) is a lot more than pretty interfaces*.

Poor UX leads to low user adoption, lost sales and costs millions in employee training and support.

* We can help out to get pretty interfaces as well.

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UX is Critical!

The failure of Avon Products $125 million implementation of SAP software is the latest – and perhaps most dramatic – example of how usability has become a critical issue in the workplace.

http://blogs.wsj.com/cio/2013/12/11/avons-failed-sap-implementation-reflects-rise-of-usability/

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UX is Critical!Why you need UX?

An application which is built without regard to how it will be used is often condemned to suffer from weak user adoption, productivity losses and lost business.

According to the IEEE, 15% of all projects are abandoned, and of the top twelve reasons projects fail, three are directly related to not getting user experience right.

At OutSystems we’re all about Rapid Application Delivery, and usability, so through the last years we’ve developed a pragmatic approach to UX design to be applied in our agile development projects. Through this approach we’ve developed hundred of applications with great user experience.

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Why UX?

How to create a winning App?

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Why UX?

Is it enough to create a pretty interface?

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Why UX?

What is usability?

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The UX Brainus

abili

ty la

yers Ubiquitous

Pro-active use of various mediums

Task-FocusFit to user and its specific tasks

CognitiveLeverage conventions and learning

PhysiologicalRespond to how the brain works

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The UX Brainus

abili

ty la

yers

Ubiquitous

Task-Focus

Cognitive

Physiologicalbusiness and user context

independent

highly dependent on business and user context

www.outsystems.com© OutSystems. All Rights Reserved

The UX Brainus

abili

ty la

yers Ubiquitous

Pro-active use of various mediums

Task-FocusFit to user and its specific tasks

CognitiveLeverage of conventions and learning

PhysiologicalRespond to how the brain works

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The UX Brain

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The UX Brainus

abili

ty la

yers Ubiquitous

Pro-active use of various mediums

Task-FocusFit to user and its specific tasks

CognitiveLeverage conventions and learning

PhysiologicalRespond to how the brain works

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UX Workshop

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The UX Brain

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The UX Brainus

abili

ty la

yers

Ubiquitous

Task-Focus

Cognitive

Physiological

Tools & Frameworks

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The UX Brain

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The UX Brain

usab

ility

laye

rs UbiquitousPro-active use of various mediums

Task-FocusFit to user and its specific tasks

CognitiveLeverage of conventions and learning

PhysiologicalRespond to how the brain works

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The UX Brain

Usability means different thingsfor different users

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The UX Brain

No Crystal Ball?User Interviews or User Testing

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The UX Brainus

abili

ty la

yers Ubiquitous

Pro-active use of various mediums

Task-FocusFit to user and its specific tasks

CognitiveLeverage of conventions and learning

PhysiologicalRespond to how the brain works

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The UX Brain

Learning ApplicationsPro-active

Context-aware

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The UX Brainus

abili

ty la

yers

Ubiquitous

Task-Focus

Cognitive

Physiological

highly dependent on business and user context

UXdesign

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UX Design

UXdesign

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Go

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Define clear goals

Understand the business

Interview main stakeholders

Review current application(s)

Get application analytics

Figure out the different user profiles

Identify what to ask the users

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UX ConceptMacro Plan

Kick-Off Meeting

Workshop Plan

Clarify Business Goals

DAY 1

Process Data

App Analytics

Detailed Analysis

Vision Document

DAY 2 DAY 3

Wireframes development

Share initial Vision with stakeholders

DAY 4

Usability Testing of Wireframes

with real users

Wireframes development

Describe Business Processes

User Interviews

App Walkthrough

DAY 5

Wireframes review

Process Feedback

Vision Presentation

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Case Study: Real Estate Company

Profile

> Big Company

> In south American country

> Evaluate, buy, remodel, sell and rent properties

> Several teams and roles

> Work in office, “on the go” and in the properties

Challenges

> Work supported by Excel and paper forms

> A lot of business processes, entities, attributes

> One Application, multiple roles and devices

> Work remotely from Portugal

> Indirect access to end-users (!)

> 3 days UX engagement

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3 Days UX ConceptMacro Plan

Kick-Off MeetingClarify Priorities and UX Scope

Describe Business Processes

Initial Questions and Requests

DAY 1

Client Meeting

Q&A

Process Walkthrough

DAY 2 DAY 3

Wireframes development

Visual Designs Request

DAY 4

Presentation Meeting

Wireframes +

Visual Designs

Process Data, Detailed Analysis

Collect Questions, Ideas, Sketches

Wireframes development

Wireframes development

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Bus

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sis Property Assessment Form (12 pages)

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Bus

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sis Seed / sample data

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CONTEXT IS KING

Don’t learn the business with the usersCreate a context rich environment

Identify goals and constraints

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Let’s meet the users

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UserTechnology

The car alone will not win any competitions

without a great fit with its driver

Use

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Go to where your users areU

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esea

rch

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Use

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hPlanning

Identify the different user profiles

Talk, at least, to 2 users for each profile

Dress appropriately – blend in

Don’t take a committee – 2 people, max 3

Bring someone they already trust

Go analog – digital is scary

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Use

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hWhat To Do

Create rapport

Compliments and Complaints

Where do they spend their time

Known Unknowns vs. Unknown Unknowns

3 things we must fix

3 things we cannot break

Gather, organize, prioritize

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Use

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hTake notes

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Use

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hAsk Questions & Understand

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Use

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hQuestion the status quo

NOTHING LIKE WATCHING CURRENT USAGE AND UNDERSTAND WHAT

DRIVES ITWhen we watch the users in their natural environment we get

real data on how they use the system and what for, so we discover the natural journey and can identify gaps with the

intended usage of the system(s).

Shadow IT can be discovered at this stage.

NEVER ASK THE USER WHAT HE/SHE WANTS

The users will report different needs… the challenge is to get what is the root of those needs.

When you tap into that, you will solve a problem and make users lives easier.

TIMES CHANGE, PEOPLE CHANGE… NEW NEEDS ARISE!

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Fail fast or fail loudly

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Don’t let ideas escape

Rich context makes it a ton easier

Information organization is key

Keep sketching

IA comes hand-in-hand with mockups

Challenge designs continuously

Wire

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Wire

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Wireframes are quick to produce and a great tool to gather feedback, early on, from stakeholders and even users.

Feedback is focused on function, information architecture, user tasks, user interactions, and so on, rather than being lost in graphic details or implementation glitches.

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Wire

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Wire

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Wire

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Wire

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Wire

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Wire

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MOCKUPS ARE A POWERFULCHANGE MANAGEMENT TOOL

Everyone can understand what the changes meanand where the company is headed

You can defeat the unknown … make change easier!

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Vis

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The Visual Design is created over the wireframes to support the and extend the developed concept.

It is custom built to implement your branding and make use of the OutSystems platform’s patterns and widgets.

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VISUAL DESIGN IS KEYFOR INITIAL ADOPTION

Usability benefits only kick in after the initial impression

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Live

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Why a Live Styleguide?

Styleguides are key for consistency and quality perception … but also easily forgotten.

Live Styleguides support development, by providing snippets of code.

Living Styleguides contain ready-to-use components by development, abstracting implementation details.

Live

Sty

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ide

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OutSystems Living Styleguide

Web blocks ready to use by developers

not copy-paste, just drag-and-drop …

Live

Sty

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ide

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OutSystems Living StyleguideLi

ve S

tyle

guid

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SILK UI Framework

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OutSystems Living StyleguideLi

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tyle

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View Live Example

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Responsive Live Styleguide

A LIVE STYLE GUIDE GETS YOU IN THE DOOR

By creating a ready-to-use componentyou jump start the development project

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Keep it real

Keep testing with real users

Identify user difficulties

Prepare users for what’s coming

Understand rampup needed for users

Teasers and Presentation Videos

Controlled rollout with a BETA version

Go

Live

IT AIN’T OVER UNTIL THE FAT USER SINGS

It’s easy to get it wrongStay close to the users and react, fast

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Great Delivery in a Nutshell

Discover the PathInitiation

Face Time

VisualRequirements

Top User Stories

Create the Experience

Strong Vision

Sprint Development

ConstantValidation

IterativeDevelopment

Make it RealSolution Release

Sanity Check

Have WOWs

Rapid Tuning

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DevelopSupport, Review

Test

DesignStrategy, Structure

Visuals

User Experience Design

Stakeholder InterviewsCurrent Site(s) AnalyticsCompetitor AnalysisUser ResearchPersonas DefinitionMain Use Cases

Design Concept

Information ArchitectureNavig. and Information DesignWireframesContent StrategyVisual Design

DiscoverGoals, Context

Research

Copy GuidelinesDesign GuidelinesDevelopment SupportUsability ReviewUsability Testing

Typical Activities

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UX/UI FoundationActivities

User Experience

Understand the challenge and define an approach/vision

Visual Design

Define the visual for the application(s) with the customer branding

Live Styleguide

Complete framework with dozens of ready to use patterns and widgets

● Learn about business goals

● Review current apps or processes

● Research user needs

● Develop approach and app layouts

● Introduce customer branding

● Based on agreed approach develop a pixel perfect design

● Review pattern and widget design to fit overall theme

● Adapt one, or more, of the existing OutSystems styleguides to match defined approach

● Create the specific app layouts and add identified patterns, following the approved design

● Provide micro-site and sample pages, demonstrating the usage of the styleguide

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Mobile UX OfferProject Timeline

Initiation Implementation Rollout

UX Concept UX AssessmentLive StyleGuide

UX Mentoring Now CustomizationTrain your team on how to create great experiences

Develop a solid vision for your app which will empower its users and make it successful

Get a real live styleguide your development team can use to build beautiful applications

Get practical usability recommendations to improve your existing application

Get your iOS and Android app developed to publish your app to the stores or release internally

Includes UI DesignGet a modern and effective enterprise web design for your responsive or mobile app

www.outsystems.com/ux-for-it/

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UF

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irst

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Thanks

May the UX Force be with you all...