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power up!
              UX beyond ucD
         (expand your influence)



                 @pboersma
May 26, UX Camp Europe 2012, Berlin, Germany
                                               1
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4
2001
       5
2012
       6
7
?   8
Design
Strategy Research



                    9
Business



 Manage                 Strategy

             Process

Evaluation              Research



             Design

                                   10
Business



 Manage                    Strategy

             Process
                          of nce
                       ts rie
                     en pe
                   m
Evaluation       le r Ex
                E e
                              Research
                 s
                U

             Design

                                         11
Business



 Manage                      Strategy

               Process

Evaluation      typical      Research
             User-Centered
                Design


               Design

                                        12
Business


                  More
 Manage       Elements of      Strategy
             User Experience

                Process

Evaluation                     Research



                Design

                                          13
Business
               you can
              influence
             non-design
 Manage      deliverables   Strategy

              Process

Evaluation                  Research



              Design

                                       14
Pitch
                               Business                   Estimate

       Optimize                                                Scenarios
                               you can
  Beta                        influence                              Position
                          these non-design
                                  Roles

         Manage              deliverables             Strategy
                           Steps           Roadmap
Scope                                                                 Competition

                                   Process
Test                                                                   Interviews
                          Review         Requirements

        Evaluation                                   Research
                               Service Design

                                                                Personas
 Prototype


                                   Design                   Sketch

             Detailed Design                    Concept

                                                                                15
power up!
       UX beyond ucD
  (expand your influence)




                            16
for each deliverable I will show:
    an example
    tips & tricks
    input from the ux team
    influence on UX




                                    17
Pitch   Business   Estimate

                        Scenarios




                                    18
press play to start




                      19
opponent:




The Account Manager
                      20
21
22
23
X
    24
25
26
27
Tips & tricks for the pitch:
                      pitch

  en-vision the future
  by visualizing it
  set expectations
  around client-contribution




                               28
input from ux team on the pitch:
                          pitch

  visions of the future
  sketches of partial solutions




                                   29
INFLUENCE OF THE PITCH ON UX:

* define UX Vision
* inspire & get inspired
* determine budget
* set expectations
* analyze competition
* focus attention
* define way of working
* know what (not) to do
* deliver successfully

                                30
Pitch
        Business   Estimate
                       Scenarios




                                   31
Select Game Length:
         1 min
         5 min
        15 min
       30 min
       60 min




                      32
opponent:




The Estimator
                33
how many
dots do you
   see?


              34
“many”
         and

     “a lot”
are good first guesses!




                         35
input for estimates        output

     scope items
    requirements         assumptions
      approach           calculations
     team skills         explanations
   experience with           risks
        subject
experience with client
 experience of client

   when available        when possible



                                         36
output           example output
assumptions              assuming
                 we design 10 wireframes
                 (5 complex + 5 medium)
                   plus 15 components
 calculations          we estimate
                    we need 300 hours
(explanations)   (5x16 + 5x8) + (15x12)
     risks                  but
                    we don’t know the
                      documentation
                           needs
                     of the developer

                                           37
Tips & tricks for estimating
                  estimating:

  you determine what gets
  estimated
  explore every assumption




                                38
input by ux team on estimates:
                    estimates

  assumptions & risks
  what is easy/hard?
  estimates for deliverables




                                 39
INFLUENCE OF an estimate ON UX:

* define UX Vision
* inspire & get inspired
* determine budget
* set expectations
* analyze competition
* focus attention
* define way of working
* know what (not) to do
* deliver successfully

                                  40
Position
Strategy
           Competition




                    41
select player 1




                  42
opponent:




The Brand Strategist
                       43
sales                      service
                  client




core brand            communities
         client




                                    44
communities

                                          Competitor


    client                                           Competitor

                    Big        Big
                 Competitor Competitor
sales                                                             service
        Competitor
                         Competitor



            Competitor                Competitor   client Competitor

                           core brand
                                                                        45
Tips & tricks for positioning
                  positioning:

  1. create a map
  2. find the spot that matches
     your ux vision
  3. see who else is there
  4. identify differences




                                  46
input by ux team on positioning:
                    positioning

   attributes that are important
   to users
   competitors, in terms of UX
   scope items that differentiate




                                    47
INFLUENCE OF positioning ON UX:

* define UX Vision
         ux vision
* inspire & get inspired
* determine budget
* set expectations
* analyze competition
* focus attention
* define way of working
* know what (not) to do
* deliver successfully

                                  48
Position

Strategy
    Competition




                  49
select player 2




                  50
opponent:




The Competitor
                 51
52
53
54
55
56
Tips & tricks for competitive analysis
                              analysis:


       “know your enemy”
       (sun tzu, the art of war)




                                          57
input by ux team on competitive analysis:

       competitors, in terms of UX
       swot analyses
       (strengths-weaknesses-
       opportunities-threats)




                                            58
INFLUENCE OF competitive analysis ON UX:

* define UX Vision
* inspire & get inspired
* determine budget
* set expectations
* analyze competition
* focus attention
* define way of working
* know what (not) to do
* deliver successfully

                                           59
Test                                                         Interviews


       Evaluation                 typical      Research
                               User-Centered
                                  Design
                                                       Personas
 Prototype


                                 Design             Sketch

             Detailed Design              Concept

                                                                      60
Optimize

  Beta

         Manage
Scope




                  61
select difficulty
    easy
    medium
    hard
    expert




                    62
opponent:




The Project Manager
                      63
essential         pick
                      just a few of
                     these for your
                         project!
       quick    winner!
        win
easy                       hard

       repair   quality

        contributes
                                      64
Tips & tricks for scoping
                  scoping:



1. rank all scope-item candidates
2.determine their dependencies
3.select the winners




                                    65
input by ux team on scoping
                    scoping:

 what is easy / hard?
 what contributes / is essential?
 what should go together?




                                    66
INFLUENCE OF scoping ON UX:

* define UX Vision
* inspire & get inspired
* determine budget
* set expectations
* analyze competition
* focus attention
* define way of working
* know what (not) to do
* deliver successfully

                              67
Optimize
  Beta

         Manage
Scope




                  68
play again?
    yes
    no




              69
opponent:




The Perfectionist
                    70
A




    71
B




    72
C




    73
74
28% better
             75
Tips & tricks for optimizing:
                  optimizing



  10 experiment to learn
     what works for your users
  20 goto 10




                                 76
input by ux team on optimizing:
                    optimizing

  ux version of KPI’s
  (key performance indicators)
  alternative designs
  analysis of usage




                                  77
INFLUENCE OF optimizing ON UX:

* define UX Vision
* inspire & get inspired
* determine budget
* set expectations
* analyze competition
* focus attention
* define way of working
* know what (not) to do
* deliver successfully

                                 78
Pitch
                               Business             Estimate

       Optimize                                          Scenarios

  Beta                                                         Position

         Manage                                 Strategy
Scope                                                           Competition

                               Process
Test                                                             Interviews


        Evaluation                             Research
                                                          Personas
 Prototype


                               Design                 Sketch

             Detailed Design              Concept

                                                                          79
Roles



Steps             Roadmap

        Process
Review            Requirements


    Service Design




                                 80
set up campaign




                  81
opponent:




The Procrastinator
                     82
progress


  progress


 progress


progress
               83
moment         moment                     moment        moment
                    progress                        progress
       progress                                                progress
Area                    progress               progress                   Area
                                    progress

                progress                              progress
                                   progress
       Area                                                       Area

                                    Area
                                                                             84
85
Tips & tricks for roadmaps
                  roadmaps:


 1. define the future of the system
 2.identify incremental steps
 3.group into meaningful releases
 4.learn & adjust the roadmap




                                      86
input by ux team on roadmaps:
                    roadmaps

  areas for progress
  scope-items (progress) per area
  estimates per scope-item
  what should go together?




                                    87
INFLUENCE OF roadmaps ON UX:

* define UX Vision
         ux vision
* inspire & get inspired
* determine budget
* set expectations
* analyze competition
* focus attention
* define way of working
* know what (not) to do
* deliver successfully

                               88
Roles



Steps             Roadmap


     Process
Review           Requirements


    Service Design




                                89
Create new map?
      yes
       no




                  90
opponent:




The Process Freak
                    91
?
A       B




            92
A   1   2        3            4       B


                     4a
        2a
C   1        3       4b   5       6   D
        2b
                     4c
                                          93
s ona                      M AP
        P er                          TE
                                   SI


    ui re-           wire
                          frames
req                                    usabi
                                               lity
  me  nts
                                           test


       cr een         design       proto-
     S               principles
      FL  OW                       type
                                                      94
e-      design
   uir                    wire                proto-
req ts       principles       fram
                                     es
  men                                          type




     1            2          3                  4

         a           AP
   r son        TE
                   M
                             ree
                                 n        usabi
                                               lity te
Pe                        Sc                           st
              SI                W
                           F LO




                                                            95
e-      design
   uir                    wire                 proto-
req ts       principles       fram
                                     es
  men                                           type




  user       concept      detailed        prototype &
research      design       design           evaluate

         a           AP
   r son        TE
                   M            en         usabi
                                                lity te
Pe                          cre                         st
              SI          S
                                 W
                           F LO




                                                             96
user
     research

                   detailed
                    design
C     concept
       design                   D

    prototype &   prototype &
      evaluate      evaluate


                                    97
?
A   1   2       3   4   B




                            98
99
100
101
102
103
104
105
106
107
108
109
110
111
wire
       e-      design         fram
   uir                                es        proto-
req ts       principles
  men                                            type



  user       concept      detailed         prototype &
reseach       design       design            evaluate

         a           AP
   r son        TE
                   M                        usabi
                                                 lity te
 Pe                              en                      st
              SI           S cre
                                  W
                            FLO




                                                              112
Tips & tricks for the design processes
                             processes:



       1. brainstorm deliverables
       2. create a diagram
       3. document the entire process

       do not copy someone else’s diagram



                                            113
input by ux team on the design process:
                               process

      ux team deliverables
      ux team responsibilities
      preferred way of working




                                          114
INFLUENCE OF the design process ON UX:

* define UX Vision
         ux vision
* inspire & get inspired
* determine budget
* set expectations
* analyze competition
* focus attention
* define way of working
* know what (not) to do
* deliver successfully

                                         115
Pitch
                               Business                     Estimate

       Optimize                                                  Scenarios

  Beta                                                                 Position
                                     Roles

         Manage                                         Strategy
                           Steps              Roadmap
Scope                                                                   Competition

                                   Process
Test                                                                     Interviews
                          Review             Requirements

        Evaluation                                      Research
                               Service Design

                                                                  Personas
 Prototype


                                   Design                     Sketch

             Detailed Design                     Concept

                                                                                  116
Business

                 you can
             influence these
 Manage         non-design     Strategy
                deliverables

                Process

Evaluation                     Research



                Design

                                          117
Business


                  More
 Manage       Elements of      Strategy
             User Experience

                Process
                             of nce
                          ts rie
                        en pe
                      m
Evaluation          le r Ex
                   E e
                                 Research
                    s
                   U

                Design

                                            118
119
120
These opponents:




influence the UX
                   121
Pitch
                               Business                     Estimate

       Optimize                                                  Scenarios

  Beta                                                                 Position
                                     Roles

         Manage                                         Strategy
                           Steps              Roadmap
Scope                                                                   Competition

                                   Process
Test                                                                     Interviews
                          Review             Requirements

        Evaluation                                      Research
                               Service Design

                                                                  Personas
 Prototype


                                   Design                     Sketch

             Detailed Design                     Concept

                                                                                  122
INFLUENCE OF non-design deliverables ON UX:

* define UX Vision
* inspire & get inspired
* determine budget
* set expectations
* analyze competition
* focus attention
* define way of working
* know what (not) to do
* deliver successfully

                                              123
power up!
              UX beyond ucD
         (expand your influence)



                 @pboersma
May 26, UX Camp Europe 2012, Berlin, Germany
                                               124
game over


  @pboersma
              125

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UX Beyond UCD (Peter Boersma, UXCE12)

  • 1. power up! UX beyond ucD (expand your influence) @pboersma May 26, UX Camp Europe 2012, Berlin, Germany 1
  • 2. 2
  • 3. 3
  • 4. 4
  • 5. 2001 5
  • 6. 2012 6
  • 7. 7
  • 8. ? 8
  • 10. Business Manage Strategy Process Evaluation Research Design 10
  • 11. Business Manage Strategy Process of nce ts rie en pe m Evaluation le r Ex E e Research s U Design 11
  • 12. Business Manage Strategy Process Evaluation typical Research User-Centered Design Design 12
  • 13. Business More Manage Elements of Strategy User Experience Process Evaluation Research Design 13
  • 14. Business you can influence non-design Manage deliverables Strategy Process Evaluation Research Design 14
  • 15. Pitch Business Estimate Optimize Scenarios you can Beta influence Position these non-design Roles Manage deliverables Strategy Steps Roadmap Scope Competition Process Test Interviews Review Requirements Evaluation Research Service Design Personas Prototype Design Sketch Detailed Design Concept 15
  • 16. power up! UX beyond ucD (expand your influence) 16
  • 17. for each deliverable I will show: an example tips & tricks input from the ux team influence on UX 17
  • 18. Pitch Business Estimate Scenarios 18
  • 19. press play to start 19
  • 21. 21
  • 22. 22
  • 23. 23
  • 24. X 24
  • 25. 25
  • 26. 26
  • 27. 27
  • 28. Tips & tricks for the pitch: pitch en-vision the future by visualizing it set expectations around client-contribution 28
  • 29. input from ux team on the pitch: pitch visions of the future sketches of partial solutions 29
  • 30. INFLUENCE OF THE PITCH ON UX: * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully 30
  • 31. Pitch Business Estimate Scenarios 31
  • 32. Select Game Length: 1 min 5 min 15 min 30 min 60 min 32
  • 34. how many dots do you see? 34
  • 35. “many” and “a lot” are good first guesses! 35
  • 36. input for estimates output scope items requirements assumptions approach calculations team skills explanations experience with risks subject experience with client experience of client when available when possible 36
  • 37. output example output assumptions assuming we design 10 wireframes (5 complex + 5 medium) plus 15 components calculations we estimate we need 300 hours (explanations) (5x16 + 5x8) + (15x12) risks but we don’t know the documentation needs of the developer 37
  • 38. Tips & tricks for estimating estimating: you determine what gets estimated explore every assumption 38
  • 39. input by ux team on estimates: estimates assumptions & risks what is easy/hard? estimates for deliverables 39
  • 40. INFLUENCE OF an estimate ON UX: * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully 40
  • 41. Position Strategy Competition 41
  • 44. sales service client core brand communities client 44
  • 45. communities Competitor client Competitor Big Big Competitor Competitor sales service Competitor Competitor Competitor Competitor client Competitor core brand 45
  • 46. Tips & tricks for positioning positioning: 1. create a map 2. find the spot that matches your ux vision 3. see who else is there 4. identify differences 46
  • 47. input by ux team on positioning: positioning attributes that are important to users competitors, in terms of UX scope items that differentiate 47
  • 48. INFLUENCE OF positioning ON UX: * define UX Vision ux vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully 48
  • 49. Position Strategy Competition 49
  • 52. 52
  • 53. 53
  • 54. 54
  • 55. 55
  • 56. 56
  • 57. Tips & tricks for competitive analysis analysis: “know your enemy” (sun tzu, the art of war) 57
  • 58. input by ux team on competitive analysis: competitors, in terms of UX swot analyses (strengths-weaknesses- opportunities-threats) 58
  • 59. INFLUENCE OF competitive analysis ON UX: * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully 59
  • 60. Test Interviews Evaluation typical Research User-Centered Design Personas Prototype Design Sketch Detailed Design Concept 60
  • 61. Optimize Beta Manage Scope 61
  • 62. select difficulty easy medium hard expert 62
  • 64. essential pick just a few of these for your project! quick winner! win easy hard repair quality contributes 64
  • 65. Tips & tricks for scoping scoping: 1. rank all scope-item candidates 2.determine their dependencies 3.select the winners 65
  • 66. input by ux team on scoping scoping: what is easy / hard? what contributes / is essential? what should go together? 66
  • 67. INFLUENCE OF scoping ON UX: * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully 67
  • 68. Optimize Beta Manage Scope 68
  • 69. play again? yes no 69
  • 71. A 71
  • 72. B 72
  • 73. C 73
  • 74. 74
  • 76. Tips & tricks for optimizing: optimizing 10 experiment to learn what works for your users 20 goto 10 76
  • 77. input by ux team on optimizing: optimizing ux version of KPI’s (key performance indicators) alternative designs analysis of usage 77
  • 78. INFLUENCE OF optimizing ON UX: * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully 78
  • 79. Pitch Business Estimate Optimize Scenarios Beta Position Manage Strategy Scope Competition Process Test Interviews Evaluation Research Personas Prototype Design Sketch Detailed Design Concept 79
  • 80. Roles Steps Roadmap Process Review Requirements Service Design 80
  • 83. progress progress progress progress 83
  • 84. moment moment moment moment progress progress progress progress Area progress progress Area progress progress progress progress Area Area Area 84
  • 85. 85
  • 86. Tips & tricks for roadmaps roadmaps: 1. define the future of the system 2.identify incremental steps 3.group into meaningful releases 4.learn & adjust the roadmap 86
  • 87. input by ux team on roadmaps: roadmaps areas for progress scope-items (progress) per area estimates per scope-item what should go together? 87
  • 88. INFLUENCE OF roadmaps ON UX: * define UX Vision ux vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully 88
  • 89. Roles Steps Roadmap Process Review Requirements Service Design 89
  • 90. Create new map? yes no 90
  • 92. ? A B 92
  • 93. A 1 2 3 4 B 4a 2a C 1 3 4b 5 6 D 2b 4c 93
  • 94. s ona M AP P er TE SI ui re- wire frames req usabi lity me nts test cr een design proto- S principles FL OW type 94
  • 95. e- design uir wire proto- req ts principles fram es men type 1 2 3 4 a AP r son TE M ree n usabi lity te Pe Sc st SI W F LO 95
  • 96. e- design uir wire proto- req ts principles fram es men type user concept detailed prototype & research design design evaluate a AP r son TE M en usabi lity te Pe cre st SI S W F LO 96
  • 97. user research detailed design C concept design D prototype & prototype & evaluate evaluate 97
  • 98. ? A 1 2 3 4 B 98
  • 99. 99
  • 100. 100
  • 101. 101
  • 102. 102
  • 103. 103
  • 104. 104
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  • 106. 106
  • 107. 107
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  • 111. 111
  • 112. wire e- design fram uir es proto- req ts principles men type user concept detailed prototype & reseach design design evaluate a AP r son TE M usabi lity te Pe en st SI S cre W FLO 112
  • 113. Tips & tricks for the design processes processes: 1. brainstorm deliverables 2. create a diagram 3. document the entire process do not copy someone else’s diagram 113
  • 114. input by ux team on the design process: process ux team deliverables ux team responsibilities preferred way of working 114
  • 115. INFLUENCE OF the design process ON UX: * define UX Vision ux vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully 115
  • 116. Pitch Business Estimate Optimize Scenarios Beta Position Roles Manage Strategy Steps Roadmap Scope Competition Process Test Interviews Review Requirements Evaluation Research Service Design Personas Prototype Design Sketch Detailed Design Concept 116
  • 117. Business you can influence these Manage non-design Strategy deliverables Process Evaluation Research Design 117
  • 118. Business More Manage Elements of Strategy User Experience Process of nce ts rie en pe m Evaluation le r Ex E e Research s U Design 118
  • 119. 119
  • 120. 120
  • 122. Pitch Business Estimate Optimize Scenarios Beta Position Roles Manage Strategy Steps Roadmap Scope Competition Process Test Interviews Review Requirements Evaluation Research Service Design Personas Prototype Design Sketch Detailed Design Concept 122
  • 123. INFLUENCE OF non-design deliverables ON UX: * define UX Vision * inspire & get inspired * determine budget * set expectations * analyze competition * focus attention * define way of working * know what (not) to do * deliver successfully 123
  • 124. power up! UX beyond ucD (expand your influence) @pboersma May 26, UX Camp Europe 2012, Berlin, Germany 124
  • 125. game over @pboersma 125