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elements of
                  user experience
                a tour of user experience deliverables




peter boersma
                            dev/haag, January 21, 2011
Adaptive Path helps teams and organizations create products and
 services that deliver great experiences to improve people’s lives.
    consulting

     experience

 research                                              events
     experience

   design                                              4,000
                                                       participants
     experience

 strategy
                   r+d                                 20
                                                       countries



                  8
                                                       50
                  books

         hundreds
           of articles
                                                       c o n s u lta n c i e s

        thousands
           of readers
elements of
  user experience
a tour of user experience deliverables
2001
2011
<real elements of
 user experience
  2nd edition>
more
    elements of
  user experience
a tour of user experience deliverables
?
Design
Strategy Research
Business



 Manage                 Strategy

             Process

Evaluation              Research



             Design
Business

                  these
              influence the
 Manage      User Experience   Strategy
                   too!

                Process

Evaluation      typical        Research
             User-Centered
                Design


                 Design
elements of
  user experience
a tour of user experience deliverables
elements of
  user experience
a tour of user experience deliverables
Pitch                                                Estimate
                                          Business
        Optimize                                                              Scenarios

  Beta                                                                              Position
                                            Roles

           Manage                                                     Strategy
                                 Steps               Service Design
Scope                                                                                 Competition

                                          Process
Test                                                                                   Interviews
                                 Review              Requirements

         Evaluation                                                   Research
                                           Roadmap

                                                                                   Personas
  Prototype


                                          Design                           Sketch

               Detailed Design                            Concept
Pitch                  Business                      Estimate

        Optimize                                                              Scenarios

  Beta                                                                              Position
                                            Roles

           Manage                                                     Strategy
                                 Steps               Service Design
Scope                                                                                 Competition

                                          Process
Test                                                                                   Interviews
                                 Review              Requirements

         Evaluation                                                   Research
                                           Roadmap

                                                                                   Personas
  Prototype


                                          Design                           Sketch

               Detailed Design                            Concept
pitching is all about
    en-vision-ing
a tour of user experience deliverables
Pitch
        Business   Estimate
                        Scenarios
“many”
         and

    “a lot”
are good first guesses!
input for estimates      output
      scope items
     requirements      assumptions
        approach        calculations
       team skills     explanations
experience with subject risks
 experience with client
  experience of client

    when available      when possible
output           example output
assumptions             assuming
                 we design 10 wireframes
                 (5 complex + 5 medium)
                     + 15 components
 calculations           we estimate
                    we need 320 hours
(explanations)    (5x16 + 5x12 + 15x12)
     risks                  but
                    we don’t know the
                        developer’s
                  documentation needs
1. make estimates honest
2. use margins to wow client
    a tour of user experience deliverables
Pitch              Estimate
        Business
                       Scenarios
Pitch                Estimate
        Business
                           Scenarios

                                Position
                   Strategy
                                  Competition
Position


Strategy
      Competition
“know your enemy”
(Sun Tzu, The Art of War)
   a tour of user experience deliverables
Position


Strategy
             Competition



           Interviews

Research
       Personas
business
stakeholders
ask
          what is the idea?
will it help you reach your goals?
     will customers accept it?
             why now?
      how fast can you move?

 and find out value of answers
ask: what is the idea?
ask: why now?
and find out the value of answers
users
ask
       who are you?
   what do you use now?
  how do you feel about it?
 when is it a good/bad day?
   what should it be like?

and find out value of answers
ask: who are you? etc.
                                          Hardware Engineer
    Can you please describe your role?
                                          System Engineer

                                          Field Application Engineer

                                          Software Engineer

                                          Board Engineer

                                          Test Engineer

                                          Quality Engineer

                                          Component Engineer

                                          Other Engineering role

                                          Program/Project Manager
                                                                       What information is most important to you? (1 = most important / 3 = third most important)
                                          Purchase Manager

                                          Purchaser

                                          Sourcer
                                                             Rich Media (Videos, Interactives, etc.)

                                                                                                Price

                                                                         Environmental Information

                                                                                        Sustainability

                                                          Block Diagrams (or other visualizations)

                                                                               Application Information

Do you use social media as part of your job?                           General Product Information

                                                                                                     0.00     0.50       1.00       1.50       2.00      2.50       3.00




                                         Yes. I often use social media for
                                         work.
                                         I rarely use social media for work.

                                         No. I never use social media for
                                         work.
and find out the value of answers


What is the size of the organization where you work (all locations combined?)




                                                           Less than 10 employees
                                                           10 to 100 employees
                                                           100 to 500 employees
                                                           1,000 to 10,000 employees
                                                           10,000 to 100,000 employees
                                                           More than 100,000 employees
“you are not the user”
 a tour of user experience deliverables
Interviews


Research
     Personas
where do they come from?
find personas in the data
   a tour of user experience deliverables
Interviews


                                     Research
                                              Personas


                  Design                 Sketch

Detailed Design            Concept
Sketching with markers

                    Yellow marker
      Look at me!

                    Sharpie markers
   More attention                     Fat

                                      Regular

       Start here                     Small


                    Gray marker
           Depth:
      Pop forward
        Push back
It’s not about HOW to sketch, but WHAT to sketch
you can never have
too many sketches
a tour of user experience deliverables
Design             Sketch

Detailed Design            Concept
www.BigDutchBank.com
          is...

          a personal, retail bank
where you learn about, configure and buy
           products & services
alone, based on stories, or with an advisor
Life

Play    Buy

Learn
flow: confirm appointment
express concepts as
sentence, model or flow
      (or a mix)
  a tour of user experience deliverables
Design             Sketch

Detailed Design            Concept
if
      the level of detail
in your design specification
     goes up like this:
then
it may be time to write more
 formal design specification
        documents
make design specifications
match the needs of the project
     a tour of user experience deliverables
Test


       Evaluation

Prototype
                              Design             Sketch

            Detailed Design            Concept
use what you like:
paper, PowerPoint, Excel,
 Axure, Flash or HTML,
           but
        prototype
   a tour of user experience deliverables
Test

       Evaluation

 Prototype
observer


     facilitator
                   participant
try any of these
remote usability testing tools
read this book
1. test early & often
2. have a test strategy
 a tour of user experience deliverables
Optimize

   Beta


           Manage
Scope

 Test


          Evaluation

  Prototype
essential          pick
                        just a few of
                       these for your
                           project!
       quick    winner!
        win
easy                          hard

       repair   quality

          contribute
1. classify scope-items
 2. select the winners
 a tour of user experience deliverables
Optimize

 Beta
           Manage
Scope
Optimize
  Beta


         Manage
Scope
experiment
to learn what works
  for your design
a tour of user experience deliverables
Pitch                                Estimate
                                 Business
        Optimize                                              Scenarios

  Beta                                                              Position


           Manage                                     Strategy
Scope                                                                 Competition

                                 Process
Test                                                                   Interviews


         Evaluation                                   Research
                                                                   Personas
  Prototype


                                 Design                    Sketch

               Detailed Design              Concept
Pitch                                                Estimate
                                          Business
        Optimize                                                              Scenarios

  Beta                                                                              Position
                                            Roles

           Manage                                                     Strategy
                                 Steps               Service Design
Scope                                                                                 Competition

                                          Process
Test                                                                                   Interviews
                                 Review              Requirements

         Evaluation                                                   Research
                                           Roadmap

                                                                                   Personas
  Prototype


                                          Design                           Sketch

               Detailed Design                            Concept
Roles



Steps               Service Design


         Process
Review              Requirements


          Roadmap
?
A       B
A   1   2        3            4       B


                     4a
        2a
C   1        3       4b   5       6   D
        2b
                     4c
na                        A P
            rso                          M
         Pe                           TE
                                   SI


      ir e-          wire
                          fram
re qu                         es          usabi
         ts                                    lity
   m en                                    test


        re en         design       proto-
     Sc              principles
            W
      F LO                         type
u ire-     design     wire              proto-
req ts      principles       fram
                                   es
  men                                       type




 A1               2         3                   4 B
                    AP
   s ona          M            n        usabi
Per            TE        Sc ree                 lity te
                                                        st
             SI
                          FL OW
user     concept   detailed   prototype &
research    design    design      evaluate
user
            research

                          detailed
  user                     design      prototype &
             concept
 C
research      design                        D
                                         evaluate



           prototype &   prototype &
             evaluate      evaluate
rs ona
Pe
?
A   1   2       3   4   B
wire
   u ire-     design         fram
                                    es       proto-
req ts      principles
  men                                         type



  user      concept      detailed        prototype &
reseach      design       design           evaluate

                    AP
    s ona         M                       usabi
 Per           TE               n                 lity te
                                                          st
             SI           Sc ree
                           FL OW
don’t copy
a design process diagram;
     create your own
    user experience design processes
Roles



Steps               Service Design


         Process
Review              Requirements


          Roadmap
Pitch                                                Estimate
                                          Business
        Optimize                                                              Scenarios

  Beta                                                                              Position
                                            Roles

           Manage                                                     Strategy
                                 Steps               Service Design
Scope                                                                                 Competition

                                          Process
Test                                                                                   Interviews
                                 Review              Requirements

         Evaluation                                                   Research
                                           Roadmap

                                                                                   Personas
  Prototype


                                          Design                           Sketch

               Detailed Design                            Concept
<real elements of
 user experience
  2nd edition>
Questions?

peter boersma
elements of
                  user experience
                a tour of user experience deliverables




peter boersma

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Tour of UX deliverables - dev/haag

  • 1. elements of user experience a tour of user experience deliverables peter boersma dev/haag, January 21, 2011
  • 2.
  • 3. Adaptive Path helps teams and organizations create products and services that deliver great experiences to improve people’s lives. consulting experience research events experience design 4,000 participants experience strategy r+d 20 countries 8 50 books hundreds of articles c o n s u lta n c i e s thousands of readers
  • 4.
  • 5.
  • 6. elements of user experience a tour of user experience deliverables
  • 7.
  • 8.
  • 9.
  • 10. 2001
  • 11. 2011
  • 12.
  • 13.
  • 14. <real elements of user experience 2nd edition>
  • 15. more elements of user experience a tour of user experience deliverables
  • 16. ?
  • 18. Business Manage Strategy Process Evaluation Research Design
  • 19. Business these influence the Manage User Experience Strategy too! Process Evaluation typical Research User-Centered Design Design
  • 20. elements of user experience a tour of user experience deliverables
  • 21. elements of user experience a tour of user experience deliverables
  • 22. Pitch Estimate Business Optimize Scenarios Beta Position Roles Manage Strategy Steps Service Design Scope Competition Process Test Interviews Review Requirements Evaluation Research Roadmap Personas Prototype Design Sketch Detailed Design Concept
  • 23. Pitch Business Estimate Optimize Scenarios Beta Position Roles Manage Strategy Steps Service Design Scope Competition Process Test Interviews Review Requirements Evaluation Research Roadmap Personas Prototype Design Sketch Detailed Design Concept
  • 24.
  • 25.
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  • 27.
  • 28.
  • 29.
  • 30. pitching is all about en-vision-ing a tour of user experience deliverables
  • 31. Pitch Business Estimate Scenarios
  • 32.
  • 33. “many” and “a lot” are good first guesses!
  • 34. input for estimates output scope items requirements assumptions approach calculations team skills explanations experience with subject risks experience with client experience of client when available when possible
  • 35. output example output assumptions assuming we design 10 wireframes (5 complex + 5 medium) + 15 components calculations we estimate we need 320 hours (explanations) (5x16 + 5x12 + 15x12) risks but we don’t know the developer’s documentation needs
  • 36. 1. make estimates honest 2. use margins to wow client a tour of user experience deliverables
  • 37. Pitch Estimate Business Scenarios
  • 38. Pitch Estimate Business Scenarios Position Strategy Competition
  • 39. Position Strategy Competition
  • 40.
  • 41.
  • 42.
  • 43.
  • 44.
  • 45. “know your enemy” (Sun Tzu, The Art of War) a tour of user experience deliverables
  • 46. Position Strategy Competition Interviews Research Personas
  • 48. ask what is the idea? will it help you reach your goals? will customers accept it? why now? how fast can you move? and find out value of answers
  • 49. ask: what is the idea?
  • 51. and find out the value of answers
  • 52. users
  • 53. ask who are you? what do you use now? how do you feel about it? when is it a good/bad day? what should it be like? and find out value of answers
  • 54. ask: who are you? etc. Hardware Engineer Can you please describe your role? System Engineer Field Application Engineer Software Engineer Board Engineer Test Engineer Quality Engineer Component Engineer Other Engineering role Program/Project Manager What information is most important to you? (1 = most important / 3 = third most important) Purchase Manager Purchaser Sourcer Rich Media (Videos, Interactives, etc.) Price Environmental Information Sustainability Block Diagrams (or other visualizations) Application Information Do you use social media as part of your job? General Product Information 0.00 0.50 1.00 1.50 2.00 2.50 3.00 Yes. I often use social media for work. I rarely use social media for work. No. I never use social media for work.
  • 55. and find out the value of answers What is the size of the organization where you work (all locations combined?) Less than 10 employees 10 to 100 employees 100 to 500 employees 1,000 to 10,000 employees 10,000 to 100,000 employees More than 100,000 employees
  • 56. “you are not the user” a tour of user experience deliverables
  • 58.
  • 59.
  • 60. where do they come from?
  • 61.
  • 62.
  • 63.
  • 64.
  • 65.
  • 66. find personas in the data a tour of user experience deliverables
  • 67. Interviews Research Personas Design Sketch Detailed Design Concept
  • 68.
  • 69. Sketching with markers Yellow marker Look at me! Sharpie markers More attention Fat Regular Start here Small Gray marker Depth: Pop forward Push back
  • 70. It’s not about HOW to sketch, but WHAT to sketch
  • 71.
  • 72.
  • 73.
  • 74.
  • 75.
  • 76.
  • 77. you can never have too many sketches a tour of user experience deliverables
  • 78. Design Sketch Detailed Design Concept
  • 79.
  • 80. www.BigDutchBank.com is... a personal, retail bank where you learn about, configure and buy products & services alone, based on stories, or with an advisor
  • 81. Life Play Buy Learn
  • 82.
  • 84. express concepts as sentence, model or flow (or a mix) a tour of user experience deliverables
  • 85. Design Sketch Detailed Design Concept
  • 86. if the level of detail in your design specification goes up like this:
  • 87.
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  • 90.
  • 91.
  • 92.
  • 93. then it may be time to write more formal design specification documents
  • 94.
  • 95.
  • 96.
  • 97.
  • 98.
  • 99. make design specifications match the needs of the project a tour of user experience deliverables
  • 100. Test Evaluation Prototype Design Sketch Detailed Design Concept
  • 101.
  • 102.
  • 103.
  • 104.
  • 105. use what you like: paper, PowerPoint, Excel, Axure, Flash or HTML, but prototype a tour of user experience deliverables
  • 106. Test Evaluation Prototype
  • 107. observer facilitator participant
  • 108.
  • 109. try any of these remote usability testing tools
  • 111. 1. test early & often 2. have a test strategy a tour of user experience deliverables
  • 112. Optimize Beta Manage Scope Test Evaluation Prototype
  • 113. essential pick just a few of these for your project! quick winner! win easy hard repair quality contribute
  • 114. 1. classify scope-items 2. select the winners a tour of user experience deliverables
  • 115. Optimize Beta Manage Scope
  • 116. Optimize Beta Manage Scope
  • 117.
  • 118. experiment to learn what works for your design a tour of user experience deliverables
  • 119. Pitch Estimate Business Optimize Scenarios Beta Position Manage Strategy Scope Competition Process Test Interviews Evaluation Research Personas Prototype Design Sketch Detailed Design Concept
  • 120. Pitch Estimate Business Optimize Scenarios Beta Position Roles Manage Strategy Steps Service Design Scope Competition Process Test Interviews Review Requirements Evaluation Research Roadmap Personas Prototype Design Sketch Detailed Design Concept
  • 121. Roles Steps Service Design Process Review Requirements Roadmap
  • 122. ? A B
  • 123. A 1 2 3 4 B 4a 2a C 1 3 4b 5 6 D 2b 4c
  • 124. na A P rso M Pe TE SI ir e- wire fram re qu es usabi ts lity m en test re en design proto- Sc principles W F LO type
  • 125. u ire- design wire proto- req ts principles fram es men type A1 2 3 4 B AP s ona M n usabi Per TE Sc ree lity te st SI FL OW
  • 126. user concept detailed prototype & research design design evaluate
  • 127. user research detailed user design prototype & concept C research design D evaluate prototype & prototype & evaluate evaluate
  • 129. ? A 1 2 3 4 B
  • 130.
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  • 133.
  • 134.
  • 135.
  • 136. wire u ire- design fram es proto- req ts principles men type user concept detailed prototype & reseach design design evaluate AP s ona M usabi Per TE n lity te st SI Sc ree FL OW
  • 137. don’t copy a design process diagram; create your own user experience design processes
  • 138. Roles Steps Service Design Process Review Requirements Roadmap
  • 139. Pitch Estimate Business Optimize Scenarios Beta Position Roles Manage Strategy Steps Service Design Scope Competition Process Test Interviews Review Requirements Evaluation Research Roadmap Personas Prototype Design Sketch Detailed Design Concept
  • 140.
  • 141.
  • 142. <real elements of user experience 2nd edition>
  • 144. elements of user experience a tour of user experience deliverables peter boersma