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A Quick Introduction To…

UX PROTOTYPING             (For Software Development)




Alan Ho
12 March 2012
Agenda
  5 minutes   1   Understanding Prototyping
 10 minutes   2   Doing Prototyping
 10 minutes   3   Prototyping Methods & Tools
  2 minutes   4   Conclusion
Understanding Prototyping

    1    2    3    4
Prototyping


 T   he use of simplified and complete models of a design to explore ideas,
     elaborate requirements, refine specifications, and test functionality

                          - William Lidwell et al, Universal Principles of Design, 2003
Prototyping


A   means to an end; its purpose is to identify the flaws in your work, early
    in the process, while you still have time to do something about it

                                                           - Dennis G. Jerz, 2000
So What Does This Means (For Us)?
Prototyping
                        Technique used to
                        express the strategy



Design Your Strategy for an
        Effective (User) Experience
Prototyping


I   t’s one thing to talk about them and have storyboards and another thing
    to see them for real.

                                                       - Robert Hoekman, Jr
Prototyping
              Why…          Benefits…
              Explore       •
                            •
                                Verifies or disproves assumptions
                                Clarifies requirements – helps set
              Validate          expectations and avoid
                                confusion
              Test          •   Helps identify issues early on
                            •   Brings user perspective early in
              Communicate       the process
                            •   Minimizes risks/costs
              Reduce        •   Keeps coding rework to a
                                minimum
Prototyping   Without it, the success of the project
              relies on a high risk gamble of chance
What Are They?
             • Complete or partial model of a design concept
             • Planned for a specific planned purpose
             • Customized for a distinct audience
Prototypes   • Framed by assumptions - articulated in
               requirements
             • Planned with specific characteristics
             • Portraying specific content and fidelity
             • Performed using a specific method
             • Created with a specific tool
The challenges of gathering   How the Customer      How the Project Leader   How the Analyst        How the Programmer     How the Business

and analyzing requirements…   explained it          understood it            designed it            wrote it               Consultant described it




 Prototypes can aid
  matching requirements!




                              How the project was   What was actually        How the customer was   How it was supported   What the customer
                              documented            built                    billed                                        really needed
Adapted from a true story…


                    Product management wants a 1000W mobile hairdryer…




                    Product management likes the sketch
                    so we created a prototype…



                    The initial prototype was great, but customers want it in
                    green then blue and eventually red
Can you imagine if there’s no prototyping and validation?




  Product management wants a 1000W mobile hairdryer…




                                   A likely result 
Doing Prototyping

1    2    3    4
B   est practice prototyping requires a process -- an effective one.
    Prototyping should not be a random act of design


                   Michael Arent, Director of user interface standards, SAP
Diagram of the iterative design and critique process
Warfel, Todd Zaki. 2009. Prototyping: A Practitioner's Guide
The Prototyping
Process           Plan
                         •Verify Requirements
                         •Define Users
                         •Develop Task Flows




                                                •Determine Characteristics
                         Prepare                •Define Content & Fidelity
                                                •Choose a Method & Tool




                                                Design                 •Define Design Criteria
                                                                       •Create the Design




                                                                                                 •Review the Design
                                                                       Results                   •Validate the Design
                                                                                                 •Deploy the Design
•Verify Requirements
                            Plan   •Define Users
                                   •Develop Task Flows

              Business
              •Marketing
              •Salability
                                                          •Determine Characteristics
                                   Prepare                •Define Content & Fidelity
                                                          •Choose a Method & Tool




Development                                               Design                 •Define Design Criteria
                                                                                 •Create the Design

•Technical
•Functional
•Usage
                                                                                                           •Review the Design
                                                                                 Results                   •Validate the Design
                                                                                                           •Deploy the Design
•Verify Requirements
Plan   •Define Users
       •Develop Task Flows




                              •Determine Characteristics
       Prepare                •Define Content & Fidelity
                              •Choose a Method & Tool




                              Design                 •Define Design Criteria
                                                     •Create the Design




                                                                               •Review the Design
                                                     Results                   •Validate the Design
                                                                               •Deploy the Design
•Verify Requirements
Plan   •Define Users
       •Develop Task Flows




                              •Determine Characteristics
       Prepare                •Define Content & Fidelity
                              •Choose a Method & Tool




                              Design                 •Define Design Criteria
                                                     •Create the Design




                                                                               •Review the Design
                                                     Results                   •Validate the Design
                                                                               •Deploy the Design
•Verify Requirements
Plan   •Define Users
       •Develop Task Flows




                              •Determine Characteristics
       Prepare                •Define Content & Fidelity
                              •Choose a Method & Tool




                              Design                 •Define Design Criteria
                                                     •Create the Design




                                                                               •Review the Design
                                                     Results                   •Validate the Design
                                                                               •Deploy the Design
•Verify Requirements
Plan   •Define Users
       •Develop Task Flows




                              •Determine Characteristics
       Prepare                •Define Content & Fidelity
                              •Choose a Method & Tool




                              Design                 •Define Design Criteria
                                                     •Create the Design




                                                                               •Review the Design
                                                     Results                   •Validate the Design
                                                                               •Deploy the Design
•Verify Requirements
Plan   •Define Users
       •Develop Task Flows




                              •Determine Characteristics
       Prepare                •Define Content & Fidelity
                              •Choose a Method & Tool




                              Design                 •Define Design Criteria
                                                     •Create the Design




                                                                               •Review the Design
                                                     Results                   •Validate the Design
                                                                               •Deploy the Design
QUIS            Plan
                        •Verify Requirements
                        •Define Users
                        •Develop Task Flows



 NAU
         PUEU
         USE
                                               •Determine Characteristics
                        Prepare
  SUS
                                               •Define Content & Fidelity
                                               •Choose a Method & Tool




CSUQ     ASQ                                   Design                 •Define Design Criteria
                                                                      •Create the Design


  PHUE
          PUTQ


 NHE
                                                                                                •Review the Design
                                                                      Results                   •Validate the Design
                                                                                                •Deploy the Design
16

                                                                                          •Verify Requirements
                                    14                                             Plan   •Define Users
                                                                                          •Develop Task Flows
Number of Unique Usability Issues




                                    12


                                    10                                                                           •Determine Characteristics
                                                                                          Prepare                •Define Content & Fidelity
                                                                                                                 •Choose a Method & Tool
                                                                          Low
                                    8
                                                                          Medium
                                                                          High
                                    6
                                                                                                                 Design                 •Define Design Criteria
                                                                                                                                        •Create the Design

                                    4


                                    2
                                                                                                                                                                  •Review the Design
                                                                                                                                        Results                   •Validate the Design
                                                                                                                                                                  •Deploy the Design
                                    0
                                         Design 1   Design 2   Design 3
•Verify Requirements
Plan   •Define Users
       •Develop Task Flows




                              •Determine Characteristics
       Prepare                •Define Content & Fidelity
                              •Choose a Method & Tool




                              Design                 •Define Design Criteria
                                                     •Create the Design




                                                                               •Review the Design
                                                     Results                   •Validate the Design
                                                                               •Deploy the Design
Prototyping Methods & Tools

     1    2    3    4
Prototyping Tools…
•   Keynote (3%)       •   Illustrator (23%)
•   PowerPoint (43%)   •   HTML Editor (4%)
•   Excel (0.1%)       •   Dreamweaver (47%)
•   Visio (59%)        •   Fireworks (18%)
•   Paper (77%)        •   Flash (21%)
•   Acrobat (19%)      •   Expression Blend
•   Photoshop (10%)    •   OmmiGraffle (30%)
•   iRise (0.1%)       •   InDesign (12%)
•   Axure (30%)        •   Balsamiq Mockups
•   Flex (2%)
Balsamiq
Mockups
Microsoft
    Visio
Expression
    Blend
Paper
You can prototype with just about anything
•   Software you already know is usually better than specialized tools
•   There is no one size tool that fits all
The method of prototyping you use will                    change
         as your software product develops and evolves…
Common Mistakes
• Focusing too much on a particular tool
• Prototyping either too much or too little
• Prototyping the wrong thing
• Not setting expectations for what the prototype
  will be
• Prototyping late and infrequently
Conclusion

1     2   3      4
In Summary…
1.   Aids the definition of important design artefacts in a software project

2.   Achieving a rational design outcome with or without user-centered design

3.   Facilitates a process that supports timely design iterations and explorations

4.   Prototyping itself also needs a process

5.   You can prototype with just about anything

6.   We need to start ASAP!

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User Experience Prototyping

  • 1. A Quick Introduction To… UX PROTOTYPING (For Software Development) Alan Ho 12 March 2012
  • 2. Agenda 5 minutes 1 Understanding Prototyping 10 minutes 2 Doing Prototyping 10 minutes 3 Prototyping Methods & Tools 2 minutes 4 Conclusion
  • 4. Prototyping T he use of simplified and complete models of a design to explore ideas, elaborate requirements, refine specifications, and test functionality - William Lidwell et al, Universal Principles of Design, 2003
  • 5. Prototyping A means to an end; its purpose is to identify the flaws in your work, early in the process, while you still have time to do something about it - Dennis G. Jerz, 2000
  • 6. So What Does This Means (For Us)?
  • 7. Prototyping Technique used to express the strategy Design Your Strategy for an Effective (User) Experience
  • 8. Prototyping I t’s one thing to talk about them and have storyboards and another thing to see them for real. - Robert Hoekman, Jr
  • 9. Prototyping Why… Benefits… Explore • • Verifies or disproves assumptions Clarifies requirements – helps set Validate expectations and avoid confusion Test • Helps identify issues early on • Brings user perspective early in Communicate the process • Minimizes risks/costs Reduce • Keeps coding rework to a minimum
  • 10. Prototyping Without it, the success of the project relies on a high risk gamble of chance
  • 11. What Are They? • Complete or partial model of a design concept • Planned for a specific planned purpose • Customized for a distinct audience Prototypes • Framed by assumptions - articulated in requirements • Planned with specific characteristics • Portraying specific content and fidelity • Performed using a specific method • Created with a specific tool
  • 12. The challenges of gathering How the Customer How the Project Leader How the Analyst How the Programmer How the Business and analyzing requirements… explained it understood it designed it wrote it Consultant described it  Prototypes can aid matching requirements! How the project was What was actually How the customer was How it was supported What the customer documented built billed really needed
  • 13. Adapted from a true story… Product management wants a 1000W mobile hairdryer… Product management likes the sketch so we created a prototype… The initial prototype was great, but customers want it in green then blue and eventually red
  • 14. Can you imagine if there’s no prototyping and validation? Product management wants a 1000W mobile hairdryer… A likely result 
  • 16. B est practice prototyping requires a process -- an effective one. Prototyping should not be a random act of design Michael Arent, Director of user interface standards, SAP
  • 17. Diagram of the iterative design and critique process Warfel, Todd Zaki. 2009. Prototyping: A Practitioner's Guide
  • 18. The Prototyping Process Plan •Verify Requirements •Define Users •Develop Task Flows •Determine Characteristics Prepare •Define Content & Fidelity •Choose a Method & Tool Design •Define Design Criteria •Create the Design •Review the Design Results •Validate the Design •Deploy the Design
  • 19. •Verify Requirements Plan •Define Users •Develop Task Flows Business •Marketing •Salability •Determine Characteristics Prepare •Define Content & Fidelity •Choose a Method & Tool Development Design •Define Design Criteria •Create the Design •Technical •Functional •Usage •Review the Design Results •Validate the Design •Deploy the Design
  • 20. •Verify Requirements Plan •Define Users •Develop Task Flows •Determine Characteristics Prepare •Define Content & Fidelity •Choose a Method & Tool Design •Define Design Criteria •Create the Design •Review the Design Results •Validate the Design •Deploy the Design
  • 21. •Verify Requirements Plan •Define Users •Develop Task Flows •Determine Characteristics Prepare •Define Content & Fidelity •Choose a Method & Tool Design •Define Design Criteria •Create the Design •Review the Design Results •Validate the Design •Deploy the Design
  • 22. •Verify Requirements Plan •Define Users •Develop Task Flows •Determine Characteristics Prepare •Define Content & Fidelity •Choose a Method & Tool Design •Define Design Criteria •Create the Design •Review the Design Results •Validate the Design •Deploy the Design
  • 23. •Verify Requirements Plan •Define Users •Develop Task Flows •Determine Characteristics Prepare •Define Content & Fidelity •Choose a Method & Tool Design •Define Design Criteria •Create the Design •Review the Design Results •Validate the Design •Deploy the Design
  • 24. •Verify Requirements Plan •Define Users •Develop Task Flows •Determine Characteristics Prepare •Define Content & Fidelity •Choose a Method & Tool Design •Define Design Criteria •Create the Design •Review the Design Results •Validate the Design •Deploy the Design
  • 25. QUIS Plan •Verify Requirements •Define Users •Develop Task Flows NAU PUEU USE •Determine Characteristics Prepare SUS •Define Content & Fidelity •Choose a Method & Tool CSUQ ASQ Design •Define Design Criteria •Create the Design PHUE PUTQ NHE •Review the Design Results •Validate the Design •Deploy the Design
  • 26. 16 •Verify Requirements 14 Plan •Define Users •Develop Task Flows Number of Unique Usability Issues 12 10 •Determine Characteristics Prepare •Define Content & Fidelity •Choose a Method & Tool Low 8 Medium High 6 Design •Define Design Criteria •Create the Design 4 2 •Review the Design Results •Validate the Design •Deploy the Design 0 Design 1 Design 2 Design 3
  • 27. •Verify Requirements Plan •Define Users •Develop Task Flows •Determine Characteristics Prepare •Define Content & Fidelity •Choose a Method & Tool Design •Define Design Criteria •Create the Design •Review the Design Results •Validate the Design •Deploy the Design
  • 28. Prototyping Methods & Tools 1 2 3 4
  • 29. Prototyping Tools… • Keynote (3%) • Illustrator (23%) • PowerPoint (43%) • HTML Editor (4%) • Excel (0.1%) • Dreamweaver (47%) • Visio (59%) • Fireworks (18%) • Paper (77%) • Flash (21%) • Acrobat (19%) • Expression Blend • Photoshop (10%) • OmmiGraffle (30%) • iRise (0.1%) • InDesign (12%) • Axure (30%) • Balsamiq Mockups • Flex (2%)
  • 31. Microsoft Visio
  • 32. Expression Blend
  • 33. Paper
  • 34. You can prototype with just about anything • Software you already know is usually better than specialized tools • There is no one size tool that fits all
  • 35. The method of prototyping you use will change as your software product develops and evolves…
  • 36. Common Mistakes • Focusing too much on a particular tool • Prototyping either too much or too little • Prototyping the wrong thing • Not setting expectations for what the prototype will be • Prototyping late and infrequently
  • 37. Conclusion 1 2 3 4
  • 38. In Summary… 1. Aids the definition of important design artefacts in a software project 2. Achieving a rational design outcome with or without user-centered design 3. Facilitates a process that supports timely design iterations and explorations 4. Prototyping itself also needs a process 5. You can prototype with just about anything 6. We need to start ASAP!