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Integrating usability testing
into Agile
A case study from GE
Healthcare
Elisa K. Miller
emillerupa@gmail.com
Iteration and user involvement in
Agile (what we know about Agile)
Agile Manifesto values




                                                 3
                         Integrating UX into Agile
                                       2/28/2013
A better match

          Since Agile methods appear to more
          closely match the way people solve
          problems, they can be helpful in
          solving the types of complex,
          interrelated problems organizations
          increasingly call upon UX designers to
          address.


                                   Peter Hornsby
                                Can UX be Agile?
                               UX Matters 10-2009
                                                                4
                                        Integrating UX into Agile
                                                      2/28/2013
One UX pro gets excited about Agile
First, it’s people oriented.
Second, it is based on the idea or
iteration.
Third and most important it’s based
on the idea what on every iteration
you get real customer feedback
and change you direction based on
that feedback.

                Hugh Beyer, in an interview with Jared Spool
                               UIE Brainsparks, 03/16/2012
                                                                           5
                                                   Integrating UX into Agile
                                                                 2/28/2013
What is user experience (UX) and
why should I care?
Definition of UX

Every aspect of the user’s interaction with a
product, service, or company that make up the
user’s perceptions of the whole. User
experience design as a discipline is concerned
with all the elements that together make up
that interface, including layout, visual design,
text, brand, sound, and interaction.



                                                                 7
                                         Integrating UX into Agile
                                                       2/28/2013
A GREAT user experience

 Great user experiences are
 powered by customer- and user-
 centric thinking in all aspects of
 design and development.




                                                         8
                                 Integrating UX into Agile
                                               2/28/2013
User experiences that merit design
attention occur at every stage of
interaction with a product, including:

• Product awareness        • Operation via the user
                             interfaces
• Selection and purchase
                           • Support and services
• Delivery and packaging
                           • Maintenance and
• Installation and           upgrade
  configuration
                           • De-installation and
• Training and ramp up       disposal
                                                                    9
                                            Integrating UX into Agile
                                                          2/28/2013
A Model for integrating UX into Agile
Integrating UX and development
Work out the interface for a story before development starts (Sprint 0)
   Detailed UI design
   Final iteration with users

Work with development during the iteration
   Communicate design to developer
   Consult on detailed behavior

Test implementation with users in the following iteration

            Sprint 1             Sprint 2     Sprint 3     Sprint 4
             UX team              UX team      UX team
             designs              designs      designs
              story 1              story 2      story 3
                                  UX team      UX team      UX team
                                  consults     consults     consults
                                 on story 1   on story 2   on story 3
                                               UX team      UX team
                                                 tests        tests
                                                story 1      story 2


                                 Dev team     Dev team     Dev team
                                  builds       builds       builds
                                  story 1      story 2      story 3
Agile-Usability Breaking it Down
Project Definition:            Sprint 0
  •    Strategic design
  •    Initial user research - study of work practice
           • Methods: for example, Contextual Inquiry, Observation,
                 Task Analysis, Workflow discussion, Collaboration
                 workgroup
           • Activities: Interpretation Sessions and Affinity Diagrams
           • Deliverables:
                • Understand/document the use environment
                • Develop personas
                • Develop storyboards and prototypes
  •    Concept testing – paper prototyping testing (high level)
      • Methods: Cognitive Walk-throughs & prototype usability testing
            (remote)
      • Usually two rounds for confidence in vision and user stories are
            realistic
                                                                                   12
                                                             Integrating UX into Agile
                                                                           2/28/2013
Agile-Usability Breaking it Down
                                 Sprint 0

Project Definition:
  •    Planning for Sprint #1
      • Develop use stories (based on task cards)
      • Develop prototypes for what will be coded in sprint #1
      • Test prototypes for sprint #1 development
          • Methods: usability testing, cognitive walk through, heuristic
             analysis, SUS
          • Tools: Morae, WebEx




                                                                                      13
                                                                Integrating UX into Agile
                                                                              2/28/2013
Agile-Usability Breaking it Down

                         • Sprint # 1

                             Input for
Sprint #1                    Sprint #2
•   Implement UI tested prototypes at Phase 0 for coding in
    sprint #1
•   Planning for Sprint #2
      • Develop use stories
      • Develop prototypes for what will be coded in sprint #2
      • Test prototypes for sprint #2 development
        • Methods: usability testing, cognitive walk through,
           heuristic analysis, SUS
        • Tools: Morae, WebEx                                              14
                                                     Integrating UX into Agile
                                                                   2/28/2013
Agile-Usability Breaking it Down
                                 Testing
                                Sprint #1

                                 • Sprint #2

                                      Input for
Sprint #2
                                      Sprint #3
•   Implement UI tested prototypes at Sprint #1 for coding in Sprint #2
•   Usability Test completed UI from Sprint #1 to ensure nothing was lost in the
    translation
       •    Methods: remote usability testing, cognitive walk through, SUS,
       •    Tools: Morae, WebEx
•   Planning for Sprint #3
       •  Develop use stories (based on task cards)
       •  Develop prototypes for what will be coded in Sprint #3
       •  Test prototypes for sprint #3 development


                                                                                                15
                                                                          Integrating UX into Agile
                                                                                        2/28/2013
Involving customers from Sprint 0 on

Collaboration workgroups, comprising
customers from a variety if practices meet
every other week.
They review sketches and prototypes and
share how they see their office workflow in
relation to the prototype.
The UX rep and Systems Engineers revise the
prototypes and review again (iterating).
                                                              16
                                        Integrating UX into Agile
                                                      2/28/2013
Case Study: Integrating usability
testing into the CPS agile process
Centricity Practice Solutions:
PM & EMR
Project: multiple fixes and upgrades to the
CPS product.
Users:
• PM (practice management) – Billing office
  management & personnel
• EMR (electronic medical records) –
  Providers (medical staff)

                                                              18
                                        Integrating UX into Agile
                                                      2/28/2013
Project information:

Nine Scrum teams – five on EMR projects and
four on PM projects.

•   Sprint Reviews on
    Thursday mornings

•   Sprint planning on
    Thursday afternoons



                                                           19
                                     Integrating UX into Agile
                                                   2/28/2013
Basic usability test cycle




                                                   20
                             Integrating UX into Agile
                                           2/28/2013
Weeks one & two: detailed




                                                  21
                            Integrating UX into Agile
                                          2/28/2013
Weeks three & four detailed




                                                    22
                              Integrating UX into Agile
                                            2/28/2013
Report to the Scrum Teams
Usability test plan

• Identify doctors, nurses and other clinical
  help to participate
• Find a convenient time for their sessions
• Create the usability tasks
• Pre-test with internal folks
• Conduct the test


                                                               24
                                         Integrating UX into Agile
                                                       2/28/2013
Tasks (from two different scrum
teams)
•   View current meds search
•   View prototype and try same search
•   Discuss
•   Open prototype of problems panel
    – Have them conduct several searches:
       – Using the search box only
       – Using the magnifying glass
       – Start with the Add a problem form

                                                              25
                                        Integrating UX into Agile
                                                      2/28/2013
Meds search results
Scrum teams iteration
Sprint Planning

Scrum teams take the results of the usability
test and review.
Create user stories from the results.
Prioritize – integrate into next Sprint or place in
backlog?




                                                                 28
                                           Integrating UX into Agile
                                                         2/28/2013
Making it work

Cooperation from Scrum teams.
Prototypes from systems engineers.
Participation from customers.




                                                           29
                                     Integrating UX into Agile
                                                   2/28/2013
Other UX techniques involving users

Cognitive walk-through
Contextual inquiry
Face to face usability testing (typically
conducted during the biannual user
conference).
Site visits.


                                                                  30
                                            Integrating UX into Agile
                                                          2/28/2013
References
 Carmichael, Sean (2012) Hugh Beyer—Getting Started
 with UX Inside Agile Development (www.uie.com)

 Hornsby, Peter (2009) Can UX be Agile? UX Matters
 (www.uxmatters.com)

 Nodder, Chris & Jakob Nielsen (2009) Agile Usability:
 Best practices for User Experience on Agile
 Development Projects. Nielsen Norman Group
 (www.nngroup.com)

 Spool, Jared M (2012) UX and Agile Development:
 2012’s Challenged and Opportunities (www.uie.com)

                                                                         31
                                                   Integrating UX into Agile
                                                                 2/28/2013

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Integrating usability testing into agile updated

  • 1. Integrating usability testing into Agile A case study from GE Healthcare Elisa K. Miller emillerupa@gmail.com
  • 2. Iteration and user involvement in Agile (what we know about Agile)
  • 3. Agile Manifesto values 3 Integrating UX into Agile 2/28/2013
  • 4. A better match Since Agile methods appear to more closely match the way people solve problems, they can be helpful in solving the types of complex, interrelated problems organizations increasingly call upon UX designers to address. Peter Hornsby Can UX be Agile? UX Matters 10-2009 4 Integrating UX into Agile 2/28/2013
  • 5. One UX pro gets excited about Agile First, it’s people oriented. Second, it is based on the idea or iteration. Third and most important it’s based on the idea what on every iteration you get real customer feedback and change you direction based on that feedback. Hugh Beyer, in an interview with Jared Spool UIE Brainsparks, 03/16/2012 5 Integrating UX into Agile 2/28/2013
  • 6. What is user experience (UX) and why should I care?
  • 7. Definition of UX Every aspect of the user’s interaction with a product, service, or company that make up the user’s perceptions of the whole. User experience design as a discipline is concerned with all the elements that together make up that interface, including layout, visual design, text, brand, sound, and interaction. 7 Integrating UX into Agile 2/28/2013
  • 8. A GREAT user experience Great user experiences are powered by customer- and user- centric thinking in all aspects of design and development. 8 Integrating UX into Agile 2/28/2013
  • 9. User experiences that merit design attention occur at every stage of interaction with a product, including: • Product awareness • Operation via the user interfaces • Selection and purchase • Support and services • Delivery and packaging • Maintenance and • Installation and upgrade configuration • De-installation and • Training and ramp up disposal 9 Integrating UX into Agile 2/28/2013
  • 10. A Model for integrating UX into Agile
  • 11. Integrating UX and development Work out the interface for a story before development starts (Sprint 0)  Detailed UI design  Final iteration with users Work with development during the iteration  Communicate design to developer  Consult on detailed behavior Test implementation with users in the following iteration Sprint 1 Sprint 2 Sprint 3 Sprint 4 UX team UX team UX team designs designs designs story 1 story 2 story 3 UX team UX team UX team consults consults consults on story 1 on story 2 on story 3 UX team UX team tests tests story 1 story 2 Dev team Dev team Dev team builds builds builds story 1 story 2 story 3
  • 12. Agile-Usability Breaking it Down Project Definition: Sprint 0 • Strategic design • Initial user research - study of work practice • Methods: for example, Contextual Inquiry, Observation, Task Analysis, Workflow discussion, Collaboration workgroup • Activities: Interpretation Sessions and Affinity Diagrams • Deliverables: • Understand/document the use environment • Develop personas • Develop storyboards and prototypes • Concept testing – paper prototyping testing (high level) • Methods: Cognitive Walk-throughs & prototype usability testing (remote) • Usually two rounds for confidence in vision and user stories are realistic 12 Integrating UX into Agile 2/28/2013
  • 13. Agile-Usability Breaking it Down Sprint 0 Project Definition: • Planning for Sprint #1 • Develop use stories (based on task cards) • Develop prototypes for what will be coded in sprint #1 • Test prototypes for sprint #1 development • Methods: usability testing, cognitive walk through, heuristic analysis, SUS • Tools: Morae, WebEx 13 Integrating UX into Agile 2/28/2013
  • 14. Agile-Usability Breaking it Down • Sprint # 1 Input for Sprint #1 Sprint #2 • Implement UI tested prototypes at Phase 0 for coding in sprint #1 • Planning for Sprint #2 • Develop use stories • Develop prototypes for what will be coded in sprint #2 • Test prototypes for sprint #2 development • Methods: usability testing, cognitive walk through, heuristic analysis, SUS • Tools: Morae, WebEx 14 Integrating UX into Agile 2/28/2013
  • 15. Agile-Usability Breaking it Down Testing Sprint #1 • Sprint #2 Input for Sprint #2 Sprint #3 • Implement UI tested prototypes at Sprint #1 for coding in Sprint #2 • Usability Test completed UI from Sprint #1 to ensure nothing was lost in the translation • Methods: remote usability testing, cognitive walk through, SUS, • Tools: Morae, WebEx • Planning for Sprint #3 • Develop use stories (based on task cards) • Develop prototypes for what will be coded in Sprint #3 • Test prototypes for sprint #3 development 15 Integrating UX into Agile 2/28/2013
  • 16. Involving customers from Sprint 0 on Collaboration workgroups, comprising customers from a variety if practices meet every other week. They review sketches and prototypes and share how they see their office workflow in relation to the prototype. The UX rep and Systems Engineers revise the prototypes and review again (iterating). 16 Integrating UX into Agile 2/28/2013
  • 17. Case Study: Integrating usability testing into the CPS agile process
  • 18. Centricity Practice Solutions: PM & EMR Project: multiple fixes and upgrades to the CPS product. Users: • PM (practice management) – Billing office management & personnel • EMR (electronic medical records) – Providers (medical staff) 18 Integrating UX into Agile 2/28/2013
  • 19. Project information: Nine Scrum teams – five on EMR projects and four on PM projects. • Sprint Reviews on Thursday mornings • Sprint planning on Thursday afternoons 19 Integrating UX into Agile 2/28/2013
  • 20. Basic usability test cycle 20 Integrating UX into Agile 2/28/2013
  • 21. Weeks one & two: detailed 21 Integrating UX into Agile 2/28/2013
  • 22. Weeks three & four detailed 22 Integrating UX into Agile 2/28/2013
  • 23. Report to the Scrum Teams
  • 24. Usability test plan • Identify doctors, nurses and other clinical help to participate • Find a convenient time for their sessions • Create the usability tasks • Pre-test with internal folks • Conduct the test 24 Integrating UX into Agile 2/28/2013
  • 25. Tasks (from two different scrum teams) • View current meds search • View prototype and try same search • Discuss • Open prototype of problems panel – Have them conduct several searches: – Using the search box only – Using the magnifying glass – Start with the Add a problem form 25 Integrating UX into Agile 2/28/2013
  • 28. Sprint Planning Scrum teams take the results of the usability test and review. Create user stories from the results. Prioritize – integrate into next Sprint or place in backlog? 28 Integrating UX into Agile 2/28/2013
  • 29. Making it work Cooperation from Scrum teams. Prototypes from systems engineers. Participation from customers. 29 Integrating UX into Agile 2/28/2013
  • 30. Other UX techniques involving users Cognitive walk-through Contextual inquiry Face to face usability testing (typically conducted during the biannual user conference). Site visits. 30 Integrating UX into Agile 2/28/2013
  • 31. References Carmichael, Sean (2012) Hugh Beyer—Getting Started with UX Inside Agile Development (www.uie.com) Hornsby, Peter (2009) Can UX be Agile? UX Matters (www.uxmatters.com) Nodder, Chris & Jakob Nielsen (2009) Agile Usability: Best practices for User Experience on Agile Development Projects. Nielsen Norman Group (www.nngroup.com) Spool, Jared M (2012) UX and Agile Development: 2012’s Challenged and Opportunities (www.uie.com) 31 Integrating UX into Agile 2/28/2013