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Maximizing the Impact of UX in an Agile Environment: Mixing Agile and Lean UX John Whalen, Ph.D. Principal, Strategy & User Experience Brilliant Experience

Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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When companies adopt an agile development environment, UX teams often feel like they just lost their seat at the table. It’s never easy to change, but by adapting your UX practices to accommodate agile, you can have the impact on design you always wanted.

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Page 1: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Maximizing the Impact of UX in an Agile Environment: Mixing Agile and Lean UXJohn Whalen, Ph.D. Principal, Strategy & User Experience Brilliant Experience

Page 2: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 3: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Agenda‣ Part 1: The Rise of Agile

‣ Part 2: Mixing Agile & Lean UX

‣ Part 3: Lessons Learned on Adopting Lean UX & Agile

Page 4: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Part 1: The Rise of Agile

Page 5: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Problem: !- clients have limited UX/design capabilities - need to move faster, (not slower) while introducing UX

Page 6: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

How do cross the chasm and do more with less?

User InsightsGreat Experience,

Successful Product

InsertMagical Process

Here

Page 7: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Not recommended

Page 8: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Hard to find

Page 9: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Try this

Page 10: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

To help you understand what “this” is, let’s play: ‘Name that Methodology’

Page 11: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 12: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 13: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Design Thinking

Page 14: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Build

1

Measure

2

Learn

3

Page 15: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Build

1

Measure

2

Learn

3

Lean Startup

Page 16: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Lean Startup

Page 17: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

1

23

User Stories

Design & Develop

Feedback

Page 18: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

1

23

User Stories

Design & Develop

Feedback

Agile

Page 19: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Agile

Page 20: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Foundations

Page 21: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Customer Development‣ Steve Blank introduced the notion of

“Customer Development”

‣ He wants you to GOOB!!!

We’ll

introduce

influential

people

Page 22: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Lean Startup‣ Eric Reis saw the value in lean thinking + extreme programming

Eric Reis

Page 23: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Lean Startup

Page 24: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

What about Lean UX?

Page 25: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Lean UX…

Page 26: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Two key points

Page 27: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

1. Must balance business & user needs

Page 28: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

2. Iteration improves the product

Page 29: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Lean UX…

Page 30: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Jeff Gothelf, NEO‣ Co-authored Lean series

book on Lean UX

Page 31: Maximizing the impact of UX in an agile environment: Mixing agile and 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

Page 32: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Bill Scott, PayPal

‣ Developer by trade, but strong proponentfor UX/Dev partnership and dev flexibilityto accommodate user needs

Page 33: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Andrew Crow, GE

‣ Good resource for how to do Lean UXwith standards at scale (like all of GE)

Page 34: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Part 2: Mixing Agile & Lean UX

Page 35: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Do a Google Search for Agile UX and you get…

Page 36: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Working UX into an Agile flow

Page 37: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Working UX into an Agile flow: 2

Page 38: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Working UX into an Agile flow: 3

Page 39: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Working UX into an Agile flow: 4???

Page 40: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

What have we done with our clients?

Page 41: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Client 1

Page 42: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Client 1: Major Tech Company‣ Revenue: $11.5 billion

‣ Employee Count: 70,000+

!

‣ Needed to blend UX (long term research) with Agile sprints (yikes!)

Page 43: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 44: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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.

Page 45: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Number of deaths resulting from lack of spec document

0

Page 46: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Client 2

Page 47: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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.

Page 48: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Client 2: NASDAQ/NYSE Watchdog

Sprint 0 Sprint 1 Sprint 2Dev

UX

Time

Sprint 1 Support Sprint 2 SupportUX Research

Page 49: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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.

Page 50: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Client 3

Page 51: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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.

Page 52: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 53: Maximizing the impact of UX in an agile environment: Mixing agile and lean 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.

Page 54: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Part 3: Lessons Learned on Adopting Lean UX & Agile

Page 55: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Agile UX Secret 1: Set the stage for UX’s role with

Strategy Session / Design Studio.

Page 56: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

CEO: I know you had an agenda, but let’s just sketch our ideas anyway...

Page 57: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 58: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Agile UX Secret 2: UXers need to be prepared to get ahead of developers

AND stay with them.

Page 59: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Client 1: Major Tech Company

Sprint 1 Sprint 2Dev

UXSprint 1 Iteration Sprint 2 Iteration

Time

Sprint 1 Support Sprint 2 Support

Page 60: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Agile UX Secret 3: You need to make wireframes

“the spec”

Page 61: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Number of deaths resulting from lack of spec document

0

Page 62: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 63: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 64: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 65: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Agile UX Secret 4: Involve Developers in UX

Page 66: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Experience Map

Page 67: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 68: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Agile UX Secret 5: Need to conduct quick,

focused research

Page 69: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Rarely time for full affinity diagraming

Page 70: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Persona - What we used to do.

No detailed persona exercise. This is LeanUX!

Page 71: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Persona - reality

Page 72: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX
Page 73: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Let’s Review

Page 74: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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

Page 75: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

Is he done?

Page 76: Maximizing the impact of UX in an agile environment: Mixing agile and lean UX

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