Maximizing the Impact of UX in an Agile Environment: Mixing Agile and Lean UXJohn Whalen, Ph.D. Principal, Strategy & User Experience Brilliant Experience
Research
Stakeholder Interviews Field Research Competitor Reviews Expert Reviews
Strategy and Ideation
Strategy Workshop Design Studio Rapid Prototyping Iterative Refinement
UX and Design
IA & Flow Interaction Design Concept Realization Visual Design & Branding
Agenda‣ Part 1: The Rise of Agile
‣ Part 2: Mixing Agile & Lean UX
‣ Part 3: Lessons Learned on Adopting Lean UX & Agile
Part 1: The Rise of Agile
Problem: !- clients have limited UX/design capabilities - need to move faster, (not slower) while introducing UX
How do cross the chasm and do more with less?
User InsightsGreat Experience,
Successful Product
InsertMagical Process
Here
Not recommended
Hard to find
Try this
To help you understand what “this” is, let’s play: ‘Name that Methodology’
1 2 3 4
Empathize with the audience you are designing for
Brainstorm possible designs
Build a representation of one or more of your ideas
PrototypeIdeateResearch
Test your ideas for feedback
Test
1 2 3 4
Empathize with the audience you are designing for
Brainstorm possible designs
Build a representation of one or more of your ideas
PrototypeIdeateResearch
Test your ideas for feedback
Test
Design
Thinking
Design Thinking
Build
1
Measure
2
Learn
3
Build
1
Measure
2
Learn
3
Lean Startup
Lean Startup
1
23
User Stories
Design & Develop
Feedback
1
23
User Stories
Design & Develop
Feedback
Agile
Agile
Foundations
Customer Development‣ Steve Blank introduced the notion of
“Customer Development”
‣ He wants you to GOOB!!!
We’ll
introduce
influential
people
Lean Startup‣ Eric Reis saw the value in lean thinking + extreme programming
Eric Reis
Lean Startup
What about Lean UX?
Lean UX…
Two key points
1. Must balance business & user needs
2. Iteration improves the product
Lean UX…
Jeff Gothelf, NEO‣ Co-authored Lean series
book on Lean UX
Will Evans, TLC Labs‣ Good source for relation between
Kanban, Cynefin, Design Thinking,Lean UX and cognitive science.
‣ Sure to throw in a quote from Sartre, Kierkegaard or Wittgenstein
Bill Scott, PayPal
‣ Developer by trade, but strong proponentfor UX/Dev partnership and dev flexibilityto accommodate user needs
Andrew Crow, GE
‣ Good resource for how to do Lean UXwith standards at scale (like all of GE)
Part 2: Mixing Agile & Lean UX
Do a Google Search for Agile UX and you get…
Working UX into an Agile flow
Working UX into an Agile flow: 2
Working UX into an Agile flow: 3
Working UX into an Agile flow: 4???
What have we done with our clients?
Client 1
Client 1: Major Tech Company‣ Revenue: $11.5 billion
‣ Employee Count: 70,000+
!
‣ Needed to blend UX (long term research) with Agile sprints (yikes!)
Client 1: Major Tech Company
Sprint 0 Sprint 1 Sprint 2Dev
UXSprint 1 Iteration Sprint 2 Iteration Sprint 3 Iteration
Time
Sprint 1 Support Sprint 2 Support
Client 1: Major Tech Company
Successes:
‣ Much better communication with developers.
‣ More influence in product design.
!
Difficulty
‣ Still cultural challenge (UX needs 6 months of research to produce wireframe).
‣ Some PMs / Dev still want all screens in advance + “spec”.
‣ Challenged to keep up when one UXer has to do both just-in-time work and work for future sprints simultaneously.
Number of deaths resulting from lack of spec document
0
Client 2
Client 2: NASDAQ/NYSE Watchdog‣ Review 6 Billion trades daily
‣ Employee Count: 3,400 employees
!
‣ Two roles:
- Anthropological work, help build user stories.
- Work on current sprint on immediate needs of developers.
Client 2: NASDAQ/NYSE Watchdog
Sprint 0 Sprint 1 Sprint 2Dev
UX
Time
Sprint 1 Support Sprint 2 SupportUX Research
Client 2: NASDAQ/NYSE Watchdog
Successes:
‣ UX deeply integrated into process because of senior management support.
‣ Doing small tests with users for sprints.
!
Difficulties:
‣ Heavily focused on just-in-time work.
‣ Difficult to get enough “design thinking” done during a sprint.
Client 3
Client 3: Major US Government Agency‣ Founded 1862 during the Civil War by President Lincoln
‣ Works with 144 million Americans
!
‣ Role:
- Developing prototype of new tools for individuals using an iterative, Agile UX approach.
- Assisting Agile development of new systems for every American.
Client 3: Major US Government Agency
Sprint 0 Sprint 1 Sprint 2
Dev
UX
Time
Sprint 3
Sprint 0 Sprint 1 Sprint 2
Sprint 0 Sprint 1 Sprint 2
Sprint 4 Sprint 5 Sprint 6 Sprint 7
UX
Client 3: Major US Government Agency
Successes:
‣ Doing small tests with users within sprints.
‣ Well ahead of developers, but including developers as we go along.
‣ Prototype + Style Guide is the product definition.
!
Difficulties:
‣ Development somewhat disjointed from UX, though getting better.
‣ Crazy pace when working on two different sprints simultaneously.
Part 3: Lessons Learned on Adopting Lean UX & Agile
Agile UX Secret 1: Set the stage for UX’s role with
Strategy Session / Design Studio.
CEO: I know you had an agenda, but let’s just sketch our ideas anyway...
Strategy Session / Design Studio
Get internal focus on what matters.
Prioritize your audiences, define them and scenarios.
Brainstorm ways to satisfy 1 & 2.
IdeationAudience NeedsBusiness Needs
Get stakeholders on board with conceptual direction.
Sketching
1 2 3 4
Agile UX Secret 2: UXers need to be prepared to get ahead of developers
AND stay with them.
Client 1: Major Tech Company
Sprint 1 Sprint 2Dev
UXSprint 1 Iteration Sprint 2 Iteration
Time
Sprint 1 Support Sprint 2 Support
Agile UX Secret 3: You need to make wireframes
“the spec”
Number of deaths resulting from lack of spec document
0
You#don’t#need#“The#Spec”#to#keep#controlYou#are#in#the#problemAsolving#business,#and#you#don’t#solve#problems#with#design#documentation.
h"p://www.arcelormi"al.com/distribuAonsoluAons/repo/angelique/Corporate_picture_Document_Control_MR_RF.JPGSource:?ArAcle?from?Jeff?Gothelf,?Mar?07,?2011,?Lean?UX:?GeXng?Out?Of?The?Deliverables?Business
h"p://notjustalive.files.wordpress.com/2010/12/lazy:cat5.jpg
It’s#NOT#lazy#UXYou#still#gonna#work#hard!!!
Source:?ArAcle?from?Jeff?Gothelf,?Mar?07,?2011,?Lean?UX:?GeXng?Out?Of?The?Deliverables?Business
Prototype#communicates#everythingThe#fastest#way#between#you#and#your#customers
h"p://xunyangixd.files.wordpress.com/2011/04/just:the:ux:process:large.jpgSource:?ArAcle?from?Jeff?Gothelf,?Mar?07,?2011,?Lean?UX:?GeXng?Out?Of?The?Deliverables?Business
Agile UX Secret 4: Involve Developers in UX
Experience Map
Usability Test with a Developer!PRESS GANEY Welcome Lidia | My Account | Customize
Clinical Performer
detail
Volume By Service Line
detail detail detail
detail
detail
Southwest
ORTHOPEDICS
PediatricsEmergency
Surgery
Cardiology
Neurology
Oncology
Hospital Acquired Infection
916%
Physical Restraint Accidental OverdosagesAdverse Blood Reactions
24%
1 2 450% 12%
Complications
24%
2.7%
Mortality
Core MeasuresReadmissions
16%24%
85%24%
1.2%24%
detail
detail
RevenuePerformanceView:Date Range: 1m 3m 1yr YTD Custom Division/Service Linequick Links:
Performance > System Wide
Agile UX Secret 5: Need to conduct quick,
focused research
Rarely time for full affinity diagraming
Persona - What we used to do.
No detailed persona exercise. This is LeanUX!
Persona - reality
Let’s Review
Agile + Lean UX Secrets !1. Set the stage with Strategy Session / Design Studio 2. UXers need to get ahead of developers AND stay with them 3. Make wireframes “the spec” 4. Conduct quick, focused research
Is he done?
Research
Stakeholder Interviews Field Research Competitor Reviews Expert Reviews
Strategy and Ideation
Strategy Workshop Design Studio Rapid Prototyping Iterative Refinement
UX and Design
IA & Flow Interaction Design Concept Realization Visual Design & Branding
Thank you! @brlexp | brilliantexperience.com
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