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1
L A U N C H
06 . 24 . 15
2
Karen VanHouten
Product Manager, Principal IA
Joel McClure
Design Director
Tim McConechy
Senior Architect
Mallory Lindsley-Cicek
Senior Designer
Erik Hageman
Director of Creative
Jamie Norman
Senior Usability Analyst
The crew
Introducing
3
From 10x to Xi
Strategic principles
The competitive environment
Resources
Adoption
Q&A
What’s on tap
4
The value of UX in #ensw
5
From 10x to Xi
6
Visual cohesion Design certificationAccommodate
legacy patterns
SoHo 10x objectives
Simplify and unify the visual
design language across all
Infor products
Review and advise on
implementation of standards
Move the visual design of
products in the direction of
modern web UI, within the
constraints of existing UX
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
7
Unify the experience
LN EAM M3 Financials Lawson •••
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
8
SoHo 10x
Common Controls | Usage Guidelines | Consistent Nav Patterns
Unify the experience
LN EAM M3 Financials Lawson •••
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
9
SoHo 10x
Common Controls | Usage Guidelines | Consistent Nav Patterns
The next step for Infor UX
LN EAM M3 Financials Lawson •••
SoHo Xi
Process Patterns | Responsive Layouts | Accessible Controls
Touch-ready components | Modernized styling | Themes & Personalization
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
10
Creating great UX is a moving target
and requires continuous effort
SoHo 10x
A unified visual style with
common components for
legacy systems
2013
SoHo Xi
A modern design system
rooted in user needs, built
with flexibility for the future
2015
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
11
Strategic principles
12
User-centered
design process
Ensure we’re solving the
right problems in the most
effective way
Design with
mobile in mind
Create responsive and
adaptive experiences across
devices and environments
Accessible
& inclusive
Ensure applications are usable
by all people of all abilities
Strategic principles
1 2 3
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
13
User-centered design
1
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
14
User research
Interviews, user testing,
usability testing, etc.
Customer site visits
Clarifying roles, observing
workflow, exploring the real
world environments in which
our users work
Conferences
& user groups
Sharing our strategy, listening
to concerns, fostering our
user-focused design
philosophy
Leverage contact with
end-users to drive change
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
15
Without
user-centered design:
A single, identical
experience
for every user.
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
16
With user-centered design:
Tailor-made experience
for specific roles and tasks.
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
User-centered approach
What is?
Assess the
current reality
What if?
Imagine what
could be
What wows?
Explore multiple
hypotheses
What works?
Test hypotheses
with users
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
18
Meeting users in the field
First-hand observation
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
19
Sales Hub Home
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
20
Sales Hub Orders
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
21
Sales Hub Checkout
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
22
Hearing directly from the users
User interviews
Thoughts and reactions from
users to build user stories
User testing
Task-based tests and surveys to
validate hypotheses
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
23
Mobile in mind
2
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
24
Responsive
Consistency across devices,
well-considered break points,
and rules around what sizes
will work for specific content
and nav patterns
Touch-ready
Controls are optimized for
more seamless input on tablets
and phones
Changing contexts
Elevated user expectations
about how their software will
respond in any situation,
factoring in time of day,
geographical location, history,
and AI
Bridge constantly evolving needs and
expectations across all devices
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
How mobile powers our thinking
Make it clear
Clarity forces
decisions around
hierarchy
Streamline
Eliminate
unnecessary
steps
Consistent
& beautiful
Mobile
experiences are
more controlled
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
26
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
27
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
28
Accessible & inclusive
3
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
29
Addressing many
kinds of needs
Universal and
regulated compliance
standards
Controls are validated to
conform to industry and
governmental standards
Theming and
personalization
Making applications usable
by as many people as possible
Users with various physical
& cognitive challenges can
perform their work effectively
Users gain greater control
to optimize the interface for
their needs
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
30
Business drivers
Minimize legal risk /
eliminate employee
discrimination
Conform to the lawAvoid revenue loss Optimize risk and cost
Right thing to doProfessionalism / quality
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
31
SECTION
508
A federal law that requires (among other
things) that all websites and applications
used by the federal government be
accessible to people with special needs.
(Other countries have similar accessibility
requirements).
USAInternational
WCAG
AA
Web Content Accessibility Guidelines
(WCAG) are part of a series of web
accessibility guidelines published by the
Web Accessibility Initiative (WAI) of the
World Wide Web Consortium (W3C), the
main international standards organization
for the internet.
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
32
Addressing many kinds of needs
Visual Auditory Mobility
& dexterity
Cognitive
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
33
Support for assistive technologies
To support accessibility, all important functionality must be available so that assistive
technology can understand and process the content, adapting it for the user.
These tools include:
Screen readers Braille terminals
Screen magnification
tools
Speech recognition
software
Keyboard overlays
Subtitled or sign-
language audio content
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
How we approached accessibility
Keyboard
support
All controls
use standard
keys
Screen reader
QA
Performing
QA for screen
readers
Third-party
validation
Verifying all
controls with
SSB Bart Group
Themes and
personalization
Theming
capability in the
controls
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
35
Light theme
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
36
Dark theme
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
37
High contrast theme
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
38
SoHo Xi base themes
Light Dark High contrast
User preference or optimized for environmental conditions
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
39
Personalization
Customer-defined themes for branding or distinction between environments
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
40
Competetive environment
41
Oracle Alta
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
42
SAP Fiori
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
43
Tableau
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
44
Workday
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
45
Salesforce.com
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
46
Resources
47
soho.infor.com
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
48
Code and
documentation
Code and documentation for
HTML/SASS/JS and component
design guidelines
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
49
Design articles
User experience educational
resources including: articles,
case studies, videos, demos,
and best practices.
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
50
Controls
HTML/SASS/JS
controls
optimized for
mobile, theming,
and accessibility
Icons
SVG and markup
icon library
Educational
resources
Articles, tutorials,
and case studies
Engagement
requests
Contact the SoHo
team to collaborate
with us
Forum
Discussion forum
(future)
< / >
soho.infor.com
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
51
Adoption
52
Augment
Add new functions on
top of existing application.
•  Clear Work
•  Home Pages
•  Net New Models
Remodel
UX/UI effort
Taking the current
structure and transforming
it (using SoHo Xi Layout
patterns). UX/UI effort.
Build
UI + Process Patterns
Most disruptive.
Net new application or
complete reinvention of
a module or application.
Adoption paths
From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
53
Spring 2015 release
Guidelines
Code, documentation,
design, and usage
specifications
Layout templates
Page layouts
recommended off-the-shelf
and flexible templates
Controls
Accessible components with
support for touch input and
responsive designs
Themes and
personalization
Enhanced control based
on user or customer
preferences
Visual elements
SVG icon library, color palette, and
data visualization guidelines
< / >
54
What’s
next?
•  Additional features for components 
•  More page layout templates
•  Sample application templates
•  More themes
•  More articles and case studies, and tutorials
•  Results of user research and testing
•  Integrations to product platforms
55
As Infor’s internal creative agency we help design its software products and
envision the future of the Infor brand itself. Our mission: change the way
people work and think about work. To do that, we craft a new generation of
enterprise-level user experiences that disrupt preconceived notions of
business software. And along the way, we find ways to surprise and delight.

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Infor UX Design System Launch

  • 1. 1 L A U N C H 06 . 24 . 15
  • 2. 2 Karen VanHouten Product Manager, Principal IA Joel McClure Design Director Tim McConechy Senior Architect Mallory Lindsley-Cicek Senior Designer Erik Hageman Director of Creative Jamie Norman Senior Usability Analyst The crew Introducing
  • 3. 3 From 10x to Xi Strategic principles The competitive environment Resources Adoption Q&A What’s on tap
  • 4. 4 The value of UX in #ensw
  • 6. 6 Visual cohesion Design certificationAccommodate legacy patterns SoHo 10x objectives Simplify and unify the visual design language across all Infor products Review and advise on implementation of standards Move the visual design of products in the direction of modern web UI, within the constraints of existing UX From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 7. 7 Unify the experience LN EAM M3 Financials Lawson ••• From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 8. 8 SoHo 10x Common Controls | Usage Guidelines | Consistent Nav Patterns Unify the experience LN EAM M3 Financials Lawson ••• From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 9. 9 SoHo 10x Common Controls | Usage Guidelines | Consistent Nav Patterns The next step for Infor UX LN EAM M3 Financials Lawson ••• SoHo Xi Process Patterns | Responsive Layouts | Accessible Controls Touch-ready components | Modernized styling | Themes & Personalization From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 10. 10 Creating great UX is a moving target and requires continuous effort SoHo 10x A unified visual style with common components for legacy systems 2013 SoHo Xi A modern design system rooted in user needs, built with flexibility for the future 2015 From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 12. 12 User-centered design process Ensure we’re solving the right problems in the most effective way Design with mobile in mind Create responsive and adaptive experiences across devices and environments Accessible & inclusive Ensure applications are usable by all people of all abilities Strategic principles 1 2 3 From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 13. 13 User-centered design 1 From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 14. 14 User research Interviews, user testing, usability testing, etc. Customer site visits Clarifying roles, observing workflow, exploring the real world environments in which our users work Conferences & user groups Sharing our strategy, listening to concerns, fostering our user-focused design philosophy Leverage contact with end-users to drive change From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 15. 15 Without user-centered design: A single, identical experience for every user. From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 16. 16 With user-centered design: Tailor-made experience for specific roles and tasks. From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 17. User-centered approach What is? Assess the current reality What if? Imagine what could be What wows? Explore multiple hypotheses What works? Test hypotheses with users From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 18. 18 Meeting users in the field First-hand observation From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 19. 19 Sales Hub Home From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 20. 20 Sales Hub Orders From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 21. 21 Sales Hub Checkout From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 22. 22 Hearing directly from the users User interviews Thoughts and reactions from users to build user stories User testing Task-based tests and surveys to validate hypotheses From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 23. 23 Mobile in mind 2 From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 24. 24 Responsive Consistency across devices, well-considered break points, and rules around what sizes will work for specific content and nav patterns Touch-ready Controls are optimized for more seamless input on tablets and phones Changing contexts Elevated user expectations about how their software will respond in any situation, factoring in time of day, geographical location, history, and AI Bridge constantly evolving needs and expectations across all devices From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 25. How mobile powers our thinking Make it clear Clarity forces decisions around hierarchy Streamline Eliminate unnecessary steps Consistent & beautiful Mobile experiences are more controlled From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 26. 26 From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 27. 27 From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 28. 28 Accessible & inclusive 3 From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 29. 29 Addressing many kinds of needs Universal and regulated compliance standards Controls are validated to conform to industry and governmental standards Theming and personalization Making applications usable by as many people as possible Users with various physical & cognitive challenges can perform their work effectively Users gain greater control to optimize the interface for their needs From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 30. 30 Business drivers Minimize legal risk / eliminate employee discrimination Conform to the lawAvoid revenue loss Optimize risk and cost Right thing to doProfessionalism / quality From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 31. 31 SECTION 508 A federal law that requires (among other things) that all websites and applications used by the federal government be accessible to people with special needs. (Other countries have similar accessibility requirements). USAInternational WCAG AA Web Content Accessibility Guidelines (WCAG) are part of a series of web accessibility guidelines published by the Web Accessibility Initiative (WAI) of the World Wide Web Consortium (W3C), the main international standards organization for the internet. From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 32. 32 Addressing many kinds of needs Visual Auditory Mobility & dexterity Cognitive From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 33. 33 Support for assistive technologies To support accessibility, all important functionality must be available so that assistive technology can understand and process the content, adapting it for the user. These tools include: Screen readers Braille terminals Screen magnification tools Speech recognition software Keyboard overlays Subtitled or sign- language audio content From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 34. How we approached accessibility Keyboard support All controls use standard keys Screen reader QA Performing QA for screen readers Third-party validation Verifying all controls with SSB Bart Group Themes and personalization Theming capability in the controls From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 35. 35 Light theme From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 36. 36 Dark theme From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 37. 37 High contrast theme From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 38. 38 SoHo Xi base themes Light Dark High contrast User preference or optimized for environmental conditions From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 39. 39 Personalization Customer-defined themes for branding or distinction between environments From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 41. 41 Oracle Alta From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 42. 42 SAP Fiori From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 43. 43 Tableau From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 44. 44 Workday From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 45. 45 Salesforce.com From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 47. 47 soho.infor.com From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 48. 48 Code and documentation Code and documentation for HTML/SASS/JS and component design guidelines From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 49. 49 Design articles User experience educational resources including: articles, case studies, videos, demos, and best practices. From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 50. 50 Controls HTML/SASS/JS controls optimized for mobile, theming, and accessibility Icons SVG and markup icon library Educational resources Articles, tutorials, and case studies Engagement requests Contact the SoHo team to collaborate with us Forum Discussion forum (future) < / > soho.infor.com From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 52. 52 Augment Add new functions on top of existing application. •  Clear Work •  Home Pages •  Net New Models Remodel UX/UI effort Taking the current structure and transforming it (using SoHo Xi Layout patterns). UX/UI effort. Build UI + Process Patterns Most disruptive. Net new application or complete reinvention of a module or application. Adoption paths From 10x to Xi Strategic principles Competitive environment Resources Adoption Questions
  • 53. 53 Spring 2015 release Guidelines Code, documentation, design, and usage specifications Layout templates Page layouts recommended off-the-shelf and flexible templates Controls Accessible components with support for touch input and responsive designs Themes and personalization Enhanced control based on user or customer preferences Visual elements SVG icon library, color palette, and data visualization guidelines < / >
  • 54. 54 What’s next? •  Additional features for components •  More page layout templates •  Sample application templates •  More themes •  More articles and case studies, and tutorials •  Results of user research and testing •  Integrations to product platforms
  • 55. 55 As Infor’s internal creative agency we help design its software products and envision the future of the Infor brand itself. Our mission: change the way people work and think about work. To do that, we craft a new generation of enterprise-level user experiences that disrupt preconceived notions of business software. And along the way, we find ways to surprise and delight.