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Building the UX Community at SDL
Best Practices and Recommendations
Philipp Engel, UX Director, SDL
This presentation describes how we built an in-house user
experience community at SDL. We started small, with the
literal UX team of one, but grew and expanded the team and
the discipline over the last 6 years.
In this presentation, we summarize what worked for us and
share experiences and best practices. Not only to inspire other
user experience teams, but any discipline in a large scale
software development organization that intends to grow
from a handful of disconnected experts into a strong internal
community.
Our  Journey
Establish the
Community
Enable
Collaboration
Nurture
Community
Formulate a Mission Statement
Set up a Communication Plan
Define a Default Process
Provide a Digital Space for Collaboration
Provide a Physical Space for Collaboration
Provide a Space to Hang Out Together
Visit Conferences and Meetups
Join the Larger Professional Community
Define Your Values
Create a Culture
Establish a Vision
Identify Members
Define Your Discipline
1
2
3
1) Establish the Community
Establish the
Community
Enable
Collaboration
Nurture
Community
Formulate a Mission Statement
Set up a Communication Plan
Define a Default Process
Provide a Digital Space for Collaboration
Provide a Physical Space for Collaboration
Provide a Space to Hang Out Together
Visit Conferences and Meetups
Join the Larger Professional Community
Define Your Values
Create a Culture
Establish a Vision
Identify Members
Define Your Discipline
1
2
3
Define Your Discipline
External Definitions for Your Discipline…
What we learned:
There is no point in arguing what is the right
definition for your discipline. Create one that
works for you and your organization.
Create Your Own Definition
UX at SDL in 2010
Establish an Maturity & Growth Model
UX at SDL in 2010
Identify Members
Look for “go-to persons”, trusted thought leaders for a specific discipline
Identify a Community Leader
UXI
Find folks that care about your discipline or area of expertise and get them
together. At SDL we started the UX community with a mixed group of
technical writers, UI developers, product managers, and testers.
Identify and Invite Members
UXI
Customer Support Product Manager UX Designer Technical Writer Developer
SDL UX Community 2015
Catalin  Timofti
UX  Designer,  Cluj
Nikki  Veldhuis
UX  Designer,  Amsterdam
Adela  Muresan
UX  Designer,  Cluj
Elske  Schrauwen
UX  Designer,  Amsterdam
Peter  Boersma
UX  Strategist,  Amsterdam
Ariel  Vargas
UX  Designer,  Amsterdam
Fernando  Quiros
UX  &  Visual  Designer,  Amsterdam
Philipp  Engel
UX  Director,  Amsterdam
Arne  de  Booij
UX  Strategist,  Amsterdam
Hristo  Spasunin
Visual  Designer  &  Developer,  Sofia
Riccardo  Russomanno
Visual  Designer,  Amsterdam
Carrie  Kim
UX  Strategist,  Seattle
Joao  Lopes
UX  Strategist,  Mechelen
Scott  Darcy
UX  Designer,  Wakefield
Brian  Shurtleff
UX  Designer,  Cluj/LA
Jaap  Jan  van  den  Bosch
UX  Designer,  Amsterdam
Sander  Viegers
UX  Strategist,  Amsterdam
Today the UX Community at SDL is comprised of UX strategists, user
researchers, interaction designers, and visual UI designers.
Establish a Vision
What is happening out There?
We researched trends and developments disrupting our industry.
The Social Enterprise
People, not files, are the center of activity
Touch &
Gesture Interaction
as a primary input method
Generation C
Connected all the time
Consumerization &
Software as a Service
Mobile Computing
The rise of mobile PCs over desktop PCs
Develop a Vision and Tell a Story
We demonstrated opportunities those trends and developments hold for
us if mapped to our products and services…
Make Your Vision Concrete
2Username 3
2Username 3
Community
Social Media
Targeting
Online Campaigns
Mailings
38
Workflow Tasks
Welcome
Username
Domainusername
9
Customer Engagement
User Preferences
Audience
Web Sites
Web Content
Content Management
Multimedia Content
245
Engage your community, spread ownership,
take them on a journey!
Cross Silos and Build Bridges in the Organization
SDL  Customer  Ecosystem  
Design  Strategy  &  Touchpoints
SDL  Channels
Campaign  &  
Microsites Social  Media
Apps
DISCOVER
SDL.com
(Corporate  Web  
Site)
Translationzone
(Market  specific  
Web  Site)
Language  Cloud  
(Offering  specific  
Web  Site)
Online  Store
(embedded)
EXPLORE  &  BUY
Support  &  
Training
Developer  
Space
Documentation
Video  
Channel
Blogs,  Forums,  
Groups,  Ideas
ASK  &  ENGAGE
App  Marketplace
SINGLE  ID
My  SDL  ID  
Account
Data,  Analytics,  
Insights
Carbon  2.0  Product  UI  Guidelines
Lucia  Navigation,  Screen  Templates,  Catalina  Controls
“Espresso”  Web  Design  Guidelines
Page  types  for  Landing  pages,  content  pages,  etc.
“Espresso”  Web  Design  Guidelines
Page  types  for  My  SDL  &  Community
“Espresso”  Web  Design  Guidelines  (less  strict)
General  page  layouts,  footer
USE
Products
Plans
Trials
Public/Private
Job  Marketplace
Collaboration
CXC/LC  -­‐  ENTERPRISES
USE
Collaboration Public  Job  
Marketplace
Trials
Plans
Products
LC  -­‐  TRANSLATORS  &  LSP’s
Embed your vision in a larger context.
Formulate a Mission Statement
Formulate a Mission Statement
At SDL we create user
experiences that are:
Unified
SDL product suite with a unified
user interface and a harmonized
user experience
Integrated
SDL products are integrated in a
way in that they share common
components, enrich each other
by providing functionality in-
context, have optimized flows
between applications
Personalized
Key elements of the user
interface can be personalized
such as notifications, view
settings, information
dashboards, and navigation
Collaborative
Embedded social features allow
users to connect, stay informed,
communicate, and by these
means collaborate
Relevant
Bring relevant functionality and
information to the user when
she needs them and avoid
information overload
Context aware
Optimized for the context
(online/offline, location, etc.) and
the device the user is using,
including desktop, tablet, and
mobile devices
Touch enabled
SDL products are optimized for
touch input as well as traditional
input methods such as keyboard
and pointing devices. User can
use these methods in
combination, based on personal
preference or individually based
on device capabilities
Define Your Values
Communication, sharing, transparency
Team over the individual
Focus on goals and results, not just process
Curious open minds driving change and innovation
Diversity, equality, respect in the community
Ambitions to make the world a better place
What We Value in SDL’s UX Community
Create a Culture
We are a democracy, not
a dictatorship
• We have multiple distributed teams
• It is all about teams iterating
together and sharing information
• Design decisions are de-centralized
• Independent product UX teams for
each product/development project
• Centralized UX group for
coordinating design decisions,
vision and strategy development
We agree on the same
values and goals
• We create transparency, we share
our work, and collaborate
We share UX concepts,
designs, research results, and
final deliverables with the
internal UX community
• We collaborate across the
organization, work closely together
with other product teams
• We aim to understand what other
teams did and why they did it like
this
• We provide regular design
workshops, give demos, and seek
for feedback
• We ensure improved and updated
designs are properly documented
and communicated to all teams
allowing them to adopt new
designs across teams there too
We get together and
collaborate
• When new projects start – we get
multiple relevant product UX teams
together in ”design war rooms" and
discuss the design direction (What
design patterns, screens, controls,
etc. are available in other products
that can be reused?)
• We only leave the room with a
common understanding of the
design direction forward
• We test our assumptions and iterate
Some Principles
UX Community Culture
Who  we  are
17 Designers, 9 Nationalities
Diverse  global  group  of  design  
researchers,  data  nerds,  user  
advocates,  micro-­‐interaction  lovers  
&  pixel-­‐perfect  UI  designers
Hungry  for  innovation,  creative  
processes,  strive  for  intuitive  
interactions  &  beautiful  interfaces
Our  focus  on  service  experience  
make  us  connect,  collaborate,  
bridge  teams,  and  connect  with  
individuals throughout    SDL,  
always  with  the  customer  in  mind.
What we do
User  Experience  Strategy
Research,  innovation,  experience  
architecture,  service  design,  design  
process
User  Experience  Guidelines
Design  guideline  development,  
documentation,  distribution
User  Experience  Design
Interaction  design,  prototyping,  
UI  design  &  guidelines,  UI  controls
&  documentation,  and  usability
testing with product/project focus.
How  we  work
5  Timezones,  7  Offices
• UX  Community  Meeting  
(Weekly)
• UX  Strategy  Meetings  (Weekly)
• UI  Alignment  Meetings  (tbd.)
• UX  Summit  (Yearly)
• “UX  Walls”  in  Team  Spaces
• All  Designs  on  UX  WIKI
• UX  Facebook  Hangout
• Dribbble  Space
2) Enable Collaboration
Establish the
Community
Enable
Collaboration
Nurture
Community
Formulate a Mission Statement
Set up a Communication Plan
Define a Default Process
Provide a Digital Space for Collaboration
Provide a Physical Space for Collaboration
Provide a Space to Hang Out Together
Visit Conferences and Meetups
Join the Larger Professional Community
Define Your Values
Create a Culture
Establish a Vision
Identify Members
Define Your Discipline
1
2
3
Set up a Communication Plan
UX Community Call (Weekly)
UX Strategy Meeting (Weekly)
UX Summit (Yearly)
Product Line Meetings (On-demand)
Individual One2Ones (Bi-Weekly)
Design Deep Dives (SDL focus, on-demand)
Design Critique Sessions (Outside world focus, on-demand)
SDL UX Communication Plan
Weekly UX Community Calls
What we learned:
Don’t do standup meetings… better have someone
present their current work every week. Keeps meetings
interesting and encourages sharing and regular feedback.
Yearly UX Summit
What we learned:
Get distributed teams together in a room at least ones a year
(for 2-3 days) is invaluable. Face time and actually getting to
know each other is is the foundation for remote collaboration.
Yearly UX Summit
What we learned:
Circulate offices. Hosting a UX Summit and gathering the entire community
helped increasing visibility for the UX discipline in several offices.
Yearly UX Summit
What we learned:
Get stuff on the walls! Make it physical and tangible. Post-it’s rock!
Invite related disciplines too (we invited other designers from
Marketing which improved collaboration across departments).
Yearly UX Summit
What we learned:
Organize workshops (e.g. around design thinking
and service design) and avoid long presentations.
People get to know each other when working in
groups, and get inspired when solving design
problems together.
Design Critique Sessions (Outside World Focus)
What we learned:
Collect and bring awesome product and service design examples and explain what
you love about them. Fosters discussions about design quality and recent trends.
Design Deep-Dives (SDL Focus)
What we learned:
Print major screens and get them all on the wall. Helps
aligning interaction flows and visual UI design details.
Define a Default Process
Product Management
(PM’s, PO’s, Business Analysts,
Market Researchers)
Engineering
(Architects, Developers,
Testers, Ops)
User Experience
(User Researchers, Designers,
Design Strategists)
Bring Disciplines Together
Business
(viability)
Technology
(feasibility)
People
(desirability)
Innovation
Happens Here!
Define Overall Process Customer
Ecosystem
Product Line
Product LineProduct Line
Product LineProduct Line
Product LineProduct Line DevOps
Leadership
Experience Design & Guidelines Teams
Focus on Design, Details, Execution, Guidelines,
Documentation, Distribution
SCRUM Teams (Dev/Doc/QA)
Code, Consistency, Efficiency (Reusability) &
Compliancy
Experience Strategy Team
Focus on Research, Innovation, Data, Strategy
Product Management Team
Focus on Market, Direction & Roadmaps
Define Actors, Actions, and Deliverables
Action
Deliverable
Actor
Feedback
Experience
Strategist
ProductM
anager
Input
User&
M
arket
Research
Document
DocumentResearch
D
ata
and
Insights
ProductBrief,Goals,Epics
ProductRoadm
ap
UX
Strategy
UX
Strategy
Review
UX
Strategy
Draft
Reject
Experience
Strategist
ProductM
anager
UX
Strategy
(Personas,Scenarios,Goals,Functional
Specification,Prototypes)
Present
Update
Document
Interaction
&
UID
esign
(perstory)
Review
(perstory)
Interaction
&
UID
esign
Draft
Interaction
&
VisualUID
esign
(ProductspecificScreens,UIControls&
UIControlLibraryControls,Docum
entation)
Start Project
Experience
D
esigner
Experience
Strategist
ProductO
w
ner/UID
eveloper
Reject
Present
Update
Document
Experience
Guidelines
Im
plem
entation
(perstory)
Functional&
Usability
Testing
(perstory)
Im
plem
ented
Story
Approved
Story
Approve Approve
UID
eveloper
Tester
Experience
D
esigner
Reject
Demo
Implement
Update / Fix
Align Actors & Actions
ProductStrategy
/
ProductRoadm
aps
Experience
Strategy
Experience
Design
UIDevelopm
ent/
Testing
§ Product Objectives
(Business Goals, Success Metrics)
§ Functional Specification
(Prioritized list of requirements)
§ User Needs
(Research, Personas, Journeys, Service
Blueprints, etc.)
§ UX Strategy
(Goals, Experience Metrics, IA, Design
Concepts, Prototypes)
§ Interaction Design
(Conceptual Models, Metaphors, Flows)
§ Interface Design
(Wireframes)
§ Visual Design
(Colors, Icons, Typography, Grids, etc.)
§ Design Guidelines
(Screen Templates, UI Controls, Rules, Documentation)
§ UI Controls & Example Code
(Catalina Controls, Reusable Code, Documentation)
PM / UX / Architects UX / PO / DEV
Prior to Project During Project
Experience
Guidelines
Integrate with Existing Processes (e.g. UX & SCRUM)
Input SupportInput Support
Feedback  &  
Input
Support Support
Product  Release
Dev  Story
Dev  Story
Dev  Story
Dev  Story
Dev  Story
Dev  Story
Dev  Story
Dev  Story
Product  
Backlog
Sprint  Backlog
Sprint  Planning
Backlog  
Grooming
Daily  
Scrum
Potentially  shippable  
product  increment
Acceptance  /  Demo
Retrospective
Sprint
(2-­4  weeks)
Development
Testing
Documentation
Sprint
UX:  Detailed  Design  within  
Sprints
• Interface  Design  (Wireframes)  /  
Information  Design  
(Wayfinding)  /  Visual  Design  
(Colors,  Icons,  Typography,  
Grids,  etc.)
• Terminology  (Tech  writers)
• Design  Specification  /  
Documentation
UX:  Usability  Testing
• User  Testing  (Users)
• Usability  Inspections  (Testers/Other  Designers)
• Cognitive  Walkthroughs
• Heuristic  Evaluations
• Conceptual  Evaluation  (Expert  reviews)
Document  
Designs
Document  
Designs
Document  
Designs
Dev  Story
Dev  Story
UX:  
Design  for  
Sprint  3
UX:  
Design  for  
Sprint  2
UX:  Test  /  
validate  
completed  
stories  Sprint  2
UX:  
Design  for  
Sprint  4
UX:  Test  /  
validate  
completed  
stories  Sprint  3
UX:  Test  /  
validate  
completed  
stories  Sprint  4
DEV:  Stories  
not  requiring  
desing
DEV:  Review
Designs
DEV:  
Implement  
Stories
DEV:  Review
Designs
DEV:  
Implement  
Stories
DEV:  Review
Designs
DEV:  
Implement  
Stories
DEV:  Review
Designs
DEV:  
Bug  Fixing
DEV:  System
Architecture
DEV:  Proof  of  
Concepts
Design  Documentation
Completed  
Stories
Documented  
Designs
Completed  
Stories
Documented  
Designs
Documented  
Designs
C
Completed  
Stories
C
Release  
Stories
C
Sprint  1 Sprint  2 Sprint  3 Sprint  4 Stabilization
Product/Service  -­  Detailed  Designs
Per  Story:  Interface  Design  (Wireframes)  /  Information  Design  (Wayfinding)  /  Visual  Design  (Colors,  Icons,  Typography,  Grids,  etc.)
UI  Control  Library
Product/Service  -­  UX  Strategy
UX:  Evaluation
• Beta  Feedback  (Internal/
External)
• Feedback  (PS  /  Partners/  
Customer  Support)
• User  Testing  (Customers)
• Collection  of  Metrics
Post-­‐Release
UX:  High  Level  Design  
§ UX  Strategy  (Goals)
§ UX  Research  (Personas,  Scenarios)
§ Interaction  Design  (Conceptual  Models,  
Metaphors,  Navigation  Design)
§ Concept  evaluation
Document  
Strategy
New/enhanced  
  UI  Control
                                            UX:  User  Needs
§ Site  visits
§ Interviews
§ Questionnaires
§ Observations
§ Background  research
§ Competitor  studies
Pre-­‐Project
Input
Technical  
Feasability  
Validation
PM:  Product  Strategy
§ Product  Objectives  (Business  
Goals,  Success  Metrics)
§ Functional  Specification  
(Prioritized  List  of  
Requirements)
Sprint  0
reference  to
Design  Story
Design  Story
This  sprint
Next  sprint
Provide a Digital Space for Collaboration
Setup a WIKI for Collaboration
What works for us:
We maintain a separate space in our development WIKI
Encourage discussions
What we learned:
Tagging content, setting up “smart” lists (e.g. for discussions), activity
streams, and notifications allow for high level of transparency and
provide visibility on what everybody is working on.
Provide a Digital Space for Collaboration
What we learned:
Provide version information and status for all pages
containing design concepts or UI specs. Provides
clarity to stakeholders (e.g. PM & Dev) if they looking
at a draft or final version of a page.
Experiment and pick what works for you…
Provide Physical Space for Collaboration
Allow for creativity
We had unused space…
We came up with a concept
Creative  Spaces Town  Hall  
Meetings
Social  Spaces
So we got a “Creative Space”
Colors
Stimulate creative processes
Whiteboard
covering the whole wall
Flexible movable furniture
for various use cases (design workshops, hackathons,
townhall meetings, product demos, etc.)
More:  Google  Ventures:  Your  Design  Team  Needs  A  War  Room.  Here's  How  To  Set  One  Up
Creative Spaces
Write with whiteboard
markers on tables
Helps every discussion
Design War Rooms / Walls
Design Books
Inspiration
Personas
Design Printouts
Design War Rooms / Walls
If Possible, Get the Community to Sit Together
Decorate for soccer
world cups!
Get stuff on
the walls!
3) Nurture Community
Establish the
Community
Enable
Collaboration
Nurture
Community
Formulate a Mission Statement
Set up a Communication Plan
Define a Default Process
Provide a Digital Space for Collaboration
Provide a Physical Space for Collaboration
Provide a Space to Hang Out Together
Visit Conferences and Meetups
Join the Larger Professional Community
Define Your Values
Create a Culture
Establish a Vision
Identify Members
Define Your Discipline
1
2
3
Provide a Space to Hang Out Together
SDL UX Community Hangout
What works for us:
(Almost) everybody is on Facebook and
knows how it works. So we set up a private
Facebook group for SDL’s UX community
where we exchange articles, photos, talk
about events, trends, share cat videos…
everything except of actual discussions
about work. Works great to create a sense
of “closeness” with teams that are
distributed over offices and time zone.
SDL UX Community Hangout
What works for us:
When anybody goes to a conference or
meetup we share some pictures and what
was discussed – keeps everybody in the
loop and triggers our own discussions.
Participate in the Larger
Professional Community
Gain Visibility in Existing Communities
We are on Dribble!
Visit our Dribbble Space and follow us:
www.dribbble.com/sdl
Set up a Community Site, Blog, or Forum
Shortly we will be launching a
UX group in the public SDL
Community. Join us there and
participate in discussions
around UX and design at SDL
in general!
Conferences and Meetups
If You Do Cool Stuff Then Talk About It
Speak on
Conferences
Visit Conferences, Workshops, and Meetups
Host a Meetup, Un-conference, etc.
Host a Meetup, Un-conference, etc.
Summary
Establish the
Community
Enable
Collaboration
Nurture
Community
Formulate a Mission Statement
Set up a Communication Plan
Define a Default Process
Provide a Digital Space for Collaboration
Provide a Physical Space for Collaboration
Provide a Space to Hang Out Together
Visit Conferences and Meetups
Join the Larger Professional Community
Define Your Values
Create a Culture
Establish a Vision
Identify Members
Define Your Discipline
1
2
3
Thank You!
Questions,  Feedback?  Mail or  Follow me!

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Building the User Experience Community at SDL

  • 1. Building the UX Community at SDL Best Practices and Recommendations Philipp Engel, UX Director, SDL
  • 2. This presentation describes how we built an in-house user experience community at SDL. We started small, with the literal UX team of one, but grew and expanded the team and the discipline over the last 6 years. In this presentation, we summarize what worked for us and share experiences and best practices. Not only to inspire other user experience teams, but any discipline in a large scale software development organization that intends to grow from a handful of disconnected experts into a strong internal community.
  • 3. Our  Journey Establish the Community Enable Collaboration Nurture Community Formulate a Mission Statement Set up a Communication Plan Define a Default Process Provide a Digital Space for Collaboration Provide a Physical Space for Collaboration Provide a Space to Hang Out Together Visit Conferences and Meetups Join the Larger Professional Community Define Your Values Create a Culture Establish a Vision Identify Members Define Your Discipline 1 2 3
  • 4. 1) Establish the Community Establish the Community Enable Collaboration Nurture Community Formulate a Mission Statement Set up a Communication Plan Define a Default Process Provide a Digital Space for Collaboration Provide a Physical Space for Collaboration Provide a Space to Hang Out Together Visit Conferences and Meetups Join the Larger Professional Community Define Your Values Create a Culture Establish a Vision Identify Members Define Your Discipline 1 2 3
  • 6. External Definitions for Your Discipline… What we learned: There is no point in arguing what is the right definition for your discipline. Create one that works for you and your organization.
  • 7. Create Your Own Definition UX at SDL in 2010
  • 8. Establish an Maturity & Growth Model UX at SDL in 2010
  • 10. Look for “go-to persons”, trusted thought leaders for a specific discipline Identify a Community Leader UXI
  • 11. Find folks that care about your discipline or area of expertise and get them together. At SDL we started the UX community with a mixed group of technical writers, UI developers, product managers, and testers. Identify and Invite Members UXI Customer Support Product Manager UX Designer Technical Writer Developer
  • 12. SDL UX Community 2015 Catalin  Timofti UX  Designer,  Cluj Nikki  Veldhuis UX  Designer,  Amsterdam Adela  Muresan UX  Designer,  Cluj Elske  Schrauwen UX  Designer,  Amsterdam Peter  Boersma UX  Strategist,  Amsterdam Ariel  Vargas UX  Designer,  Amsterdam Fernando  Quiros UX  &  Visual  Designer,  Amsterdam Philipp  Engel UX  Director,  Amsterdam Arne  de  Booij UX  Strategist,  Amsterdam Hristo  Spasunin Visual  Designer  &  Developer,  Sofia Riccardo  Russomanno Visual  Designer,  Amsterdam Carrie  Kim UX  Strategist,  Seattle Joao  Lopes UX  Strategist,  Mechelen Scott  Darcy UX  Designer,  Wakefield Brian  Shurtleff UX  Designer,  Cluj/LA Jaap  Jan  van  den  Bosch UX  Designer,  Amsterdam Sander  Viegers UX  Strategist,  Amsterdam Today the UX Community at SDL is comprised of UX strategists, user researchers, interaction designers, and visual UI designers.
  • 14. What is happening out There? We researched trends and developments disrupting our industry. The Social Enterprise People, not files, are the center of activity Touch & Gesture Interaction as a primary input method Generation C Connected all the time Consumerization & Software as a Service Mobile Computing The rise of mobile PCs over desktop PCs
  • 15. Develop a Vision and Tell a Story We demonstrated opportunities those trends and developments hold for us if mapped to our products and services…
  • 16. Make Your Vision Concrete 2Username 3 2Username 3 Community Social Media Targeting Online Campaigns Mailings 38 Workflow Tasks Welcome Username Domainusername 9 Customer Engagement User Preferences Audience Web Sites Web Content Content Management Multimedia Content 245 Engage your community, spread ownership, take them on a journey!
  • 17. Cross Silos and Build Bridges in the Organization SDL  Customer  Ecosystem   Design  Strategy  &  Touchpoints SDL  Channels Campaign  &   Microsites Social  Media Apps DISCOVER SDL.com (Corporate  Web   Site) Translationzone (Market  specific   Web  Site) Language  Cloud   (Offering  specific   Web  Site) Online  Store (embedded) EXPLORE  &  BUY Support  &   Training Developer   Space Documentation Video   Channel Blogs,  Forums,   Groups,  Ideas ASK  &  ENGAGE App  Marketplace SINGLE  ID My  SDL  ID   Account Data,  Analytics,   Insights Carbon  2.0  Product  UI  Guidelines Lucia  Navigation,  Screen  Templates,  Catalina  Controls “Espresso”  Web  Design  Guidelines Page  types  for  Landing  pages,  content  pages,  etc. “Espresso”  Web  Design  Guidelines Page  types  for  My  SDL  &  Community “Espresso”  Web  Design  Guidelines  (less  strict) General  page  layouts,  footer USE Products Plans Trials Public/Private Job  Marketplace Collaboration CXC/LC  -­‐  ENTERPRISES USE Collaboration Public  Job   Marketplace Trials Plans Products LC  -­‐  TRANSLATORS  &  LSP’s Embed your vision in a larger context.
  • 18. Formulate a Mission Statement
  • 19. Formulate a Mission Statement At SDL we create user experiences that are: Unified SDL product suite with a unified user interface and a harmonized user experience Integrated SDL products are integrated in a way in that they share common components, enrich each other by providing functionality in- context, have optimized flows between applications Personalized Key elements of the user interface can be personalized such as notifications, view settings, information dashboards, and navigation Collaborative Embedded social features allow users to connect, stay informed, communicate, and by these means collaborate Relevant Bring relevant functionality and information to the user when she needs them and avoid information overload Context aware Optimized for the context (online/offline, location, etc.) and the device the user is using, including desktop, tablet, and mobile devices Touch enabled SDL products are optimized for touch input as well as traditional input methods such as keyboard and pointing devices. User can use these methods in combination, based on personal preference or individually based on device capabilities
  • 21. Communication, sharing, transparency Team over the individual Focus on goals and results, not just process Curious open minds driving change and innovation Diversity, equality, respect in the community Ambitions to make the world a better place What We Value in SDL’s UX Community
  • 23. We are a democracy, not a dictatorship • We have multiple distributed teams • It is all about teams iterating together and sharing information • Design decisions are de-centralized • Independent product UX teams for each product/development project • Centralized UX group for coordinating design decisions, vision and strategy development We agree on the same values and goals • We create transparency, we share our work, and collaborate We share UX concepts, designs, research results, and final deliverables with the internal UX community • We collaborate across the organization, work closely together with other product teams • We aim to understand what other teams did and why they did it like this • We provide regular design workshops, give demos, and seek for feedback • We ensure improved and updated designs are properly documented and communicated to all teams allowing them to adopt new designs across teams there too We get together and collaborate • When new projects start – we get multiple relevant product UX teams together in ”design war rooms" and discuss the design direction (What design patterns, screens, controls, etc. are available in other products that can be reused?) • We only leave the room with a common understanding of the design direction forward • We test our assumptions and iterate Some Principles
  • 24. UX Community Culture Who  we  are 17 Designers, 9 Nationalities Diverse  global  group  of  design   researchers,  data  nerds,  user   advocates,  micro-­‐interaction  lovers   &  pixel-­‐perfect  UI  designers Hungry  for  innovation,  creative   processes,  strive  for  intuitive   interactions  &  beautiful  interfaces Our  focus  on  service  experience   make  us  connect,  collaborate,   bridge  teams,  and  connect  with   individuals throughout    SDL,   always  with  the  customer  in  mind. What we do User  Experience  Strategy Research,  innovation,  experience   architecture,  service  design,  design   process User  Experience  Guidelines Design  guideline  development,   documentation,  distribution User  Experience  Design Interaction  design,  prototyping,   UI  design  &  guidelines,  UI  controls &  documentation,  and  usability testing with product/project focus. How  we  work 5  Timezones,  7  Offices • UX  Community  Meeting   (Weekly) • UX  Strategy  Meetings  (Weekly) • UI  Alignment  Meetings  (tbd.) • UX  Summit  (Yearly) • “UX  Walls”  in  Team  Spaces • All  Designs  on  UX  WIKI • UX  Facebook  Hangout • Dribbble  Space
  • 25. 2) Enable Collaboration Establish the Community Enable Collaboration Nurture Community Formulate a Mission Statement Set up a Communication Plan Define a Default Process Provide a Digital Space for Collaboration Provide a Physical Space for Collaboration Provide a Space to Hang Out Together Visit Conferences and Meetups Join the Larger Professional Community Define Your Values Create a Culture Establish a Vision Identify Members Define Your Discipline 1 2 3
  • 26. Set up a Communication Plan
  • 27. UX Community Call (Weekly) UX Strategy Meeting (Weekly) UX Summit (Yearly) Product Line Meetings (On-demand) Individual One2Ones (Bi-Weekly) Design Deep Dives (SDL focus, on-demand) Design Critique Sessions (Outside world focus, on-demand) SDL UX Communication Plan
  • 28. Weekly UX Community Calls What we learned: Don’t do standup meetings… better have someone present their current work every week. Keeps meetings interesting and encourages sharing and regular feedback.
  • 29. Yearly UX Summit What we learned: Get distributed teams together in a room at least ones a year (for 2-3 days) is invaluable. Face time and actually getting to know each other is is the foundation for remote collaboration.
  • 30. Yearly UX Summit What we learned: Circulate offices. Hosting a UX Summit and gathering the entire community helped increasing visibility for the UX discipline in several offices.
  • 31. Yearly UX Summit What we learned: Get stuff on the walls! Make it physical and tangible. Post-it’s rock! Invite related disciplines too (we invited other designers from Marketing which improved collaboration across departments).
  • 32. Yearly UX Summit What we learned: Organize workshops (e.g. around design thinking and service design) and avoid long presentations. People get to know each other when working in groups, and get inspired when solving design problems together.
  • 33. Design Critique Sessions (Outside World Focus) What we learned: Collect and bring awesome product and service design examples and explain what you love about them. Fosters discussions about design quality and recent trends.
  • 34. Design Deep-Dives (SDL Focus) What we learned: Print major screens and get them all on the wall. Helps aligning interaction flows and visual UI design details.
  • 35. Define a Default Process
  • 36. Product Management (PM’s, PO’s, Business Analysts, Market Researchers) Engineering (Architects, Developers, Testers, Ops) User Experience (User Researchers, Designers, Design Strategists) Bring Disciplines Together Business (viability) Technology (feasibility) People (desirability) Innovation Happens Here!
  • 37. Define Overall Process Customer Ecosystem Product Line Product LineProduct Line Product LineProduct Line Product LineProduct Line DevOps Leadership Experience Design & Guidelines Teams Focus on Design, Details, Execution, Guidelines, Documentation, Distribution SCRUM Teams (Dev/Doc/QA) Code, Consistency, Efficiency (Reusability) & Compliancy Experience Strategy Team Focus on Research, Innovation, Data, Strategy Product Management Team Focus on Market, Direction & Roadmaps
  • 38. Define Actors, Actions, and Deliverables Action Deliverable Actor Feedback Experience Strategist ProductM anager Input User& M arket Research Document DocumentResearch D ata and Insights ProductBrief,Goals,Epics ProductRoadm ap UX Strategy UX Strategy Review UX Strategy Draft Reject Experience Strategist ProductM anager UX Strategy (Personas,Scenarios,Goals,Functional Specification,Prototypes) Present Update Document Interaction & UID esign (perstory) Review (perstory) Interaction & UID esign Draft Interaction & VisualUID esign (ProductspecificScreens,UIControls& UIControlLibraryControls,Docum entation) Start Project Experience D esigner Experience Strategist ProductO w ner/UID eveloper Reject Present Update Document Experience Guidelines Im plem entation (perstory) Functional& Usability Testing (perstory) Im plem ented Story Approved Story Approve Approve UID eveloper Tester Experience D esigner Reject Demo Implement Update / Fix
  • 39. Align Actors & Actions ProductStrategy / ProductRoadm aps Experience Strategy Experience Design UIDevelopm ent/ Testing § Product Objectives (Business Goals, Success Metrics) § Functional Specification (Prioritized list of requirements) § User Needs (Research, Personas, Journeys, Service Blueprints, etc.) § UX Strategy (Goals, Experience Metrics, IA, Design Concepts, Prototypes) § Interaction Design (Conceptual Models, Metaphors, Flows) § Interface Design (Wireframes) § Visual Design (Colors, Icons, Typography, Grids, etc.) § Design Guidelines (Screen Templates, UI Controls, Rules, Documentation) § UI Controls & Example Code (Catalina Controls, Reusable Code, Documentation) PM / UX / Architects UX / PO / DEV Prior to Project During Project Experience Guidelines
  • 40. Integrate with Existing Processes (e.g. UX & SCRUM) Input SupportInput Support Feedback  &   Input Support Support Product  Release Dev  Story Dev  Story Dev  Story Dev  Story Dev  Story Dev  Story Dev  Story Dev  Story Product   Backlog Sprint  Backlog Sprint  Planning Backlog   Grooming Daily   Scrum Potentially  shippable   product  increment Acceptance  /  Demo Retrospective Sprint (2-­4  weeks) Development Testing Documentation Sprint UX:  Detailed  Design  within   Sprints • Interface  Design  (Wireframes)  /   Information  Design   (Wayfinding)  /  Visual  Design   (Colors,  Icons,  Typography,   Grids,  etc.) • Terminology  (Tech  writers) • Design  Specification  /   Documentation UX:  Usability  Testing • User  Testing  (Users) • Usability  Inspections  (Testers/Other  Designers) • Cognitive  Walkthroughs • Heuristic  Evaluations • Conceptual  Evaluation  (Expert  reviews) Document   Designs Document   Designs Document   Designs Dev  Story Dev  Story UX:   Design  for   Sprint  3 UX:   Design  for   Sprint  2 UX:  Test  /   validate   completed   stories  Sprint  2 UX:   Design  for   Sprint  4 UX:  Test  /   validate   completed   stories  Sprint  3 UX:  Test  /   validate   completed   stories  Sprint  4 DEV:  Stories   not  requiring   desing DEV:  Review Designs DEV:   Implement   Stories DEV:  Review Designs DEV:   Implement   Stories DEV:  Review Designs DEV:   Implement   Stories DEV:  Review Designs DEV:   Bug  Fixing DEV:  System Architecture DEV:  Proof  of   Concepts Design  Documentation Completed   Stories Documented   Designs Completed   Stories Documented   Designs Documented   Designs C Completed   Stories C Release   Stories C Sprint  1 Sprint  2 Sprint  3 Sprint  4 Stabilization Product/Service  -­  Detailed  Designs Per  Story:  Interface  Design  (Wireframes)  /  Information  Design  (Wayfinding)  /  Visual  Design  (Colors,  Icons,  Typography,  Grids,  etc.) UI  Control  Library Product/Service  -­  UX  Strategy UX:  Evaluation • Beta  Feedback  (Internal/ External) • Feedback  (PS  /  Partners/   Customer  Support) • User  Testing  (Customers) • Collection  of  Metrics Post-­‐Release UX:  High  Level  Design   § UX  Strategy  (Goals) § UX  Research  (Personas,  Scenarios) § Interaction  Design  (Conceptual  Models,   Metaphors,  Navigation  Design) § Concept  evaluation Document   Strategy New/enhanced    UI  Control                                            UX:  User  Needs § Site  visits § Interviews § Questionnaires § Observations § Background  research § Competitor  studies Pre-­‐Project Input Technical   Feasability   Validation PM:  Product  Strategy § Product  Objectives  (Business   Goals,  Success  Metrics) § Functional  Specification   (Prioritized  List  of   Requirements) Sprint  0 reference  to Design  Story Design  Story This  sprint Next  sprint
  • 41. Provide a Digital Space for Collaboration
  • 42. Setup a WIKI for Collaboration What works for us: We maintain a separate space in our development WIKI
  • 43. Encourage discussions What we learned: Tagging content, setting up “smart” lists (e.g. for discussions), activity streams, and notifications allow for high level of transparency and provide visibility on what everybody is working on.
  • 44. Provide a Digital Space for Collaboration What we learned: Provide version information and status for all pages containing design concepts or UI specs. Provides clarity to stakeholders (e.g. PM & Dev) if they looking at a draft or final version of a page.
  • 45. Experiment and pick what works for you…
  • 46. Provide Physical Space for Collaboration
  • 48. We had unused space…
  • 49. We came up with a concept Creative  Spaces Town  Hall   Meetings Social  Spaces
  • 50. So we got a “Creative Space” Colors Stimulate creative processes Whiteboard covering the whole wall Flexible movable furniture for various use cases (design workshops, hackathons, townhall meetings, product demos, etc.) More:  Google  Ventures:  Your  Design  Team  Needs  A  War  Room.  Here's  How  To  Set  One  Up
  • 51. Creative Spaces Write with whiteboard markers on tables Helps every discussion
  • 52. Design War Rooms / Walls Design Books Inspiration Personas Design Printouts
  • 53. Design War Rooms / Walls
  • 54. If Possible, Get the Community to Sit Together Decorate for soccer world cups! Get stuff on the walls!
  • 55. 3) Nurture Community Establish the Community Enable Collaboration Nurture Community Formulate a Mission Statement Set up a Communication Plan Define a Default Process Provide a Digital Space for Collaboration Provide a Physical Space for Collaboration Provide a Space to Hang Out Together Visit Conferences and Meetups Join the Larger Professional Community Define Your Values Create a Culture Establish a Vision Identify Members Define Your Discipline 1 2 3
  • 56. Provide a Space to Hang Out Together
  • 57. SDL UX Community Hangout What works for us: (Almost) everybody is on Facebook and knows how it works. So we set up a private Facebook group for SDL’s UX community where we exchange articles, photos, talk about events, trends, share cat videos… everything except of actual discussions about work. Works great to create a sense of “closeness” with teams that are distributed over offices and time zone.
  • 58. SDL UX Community Hangout What works for us: When anybody goes to a conference or meetup we share some pictures and what was discussed – keeps everybody in the loop and triggers our own discussions.
  • 59. Participate in the Larger Professional Community
  • 60. Gain Visibility in Existing Communities We are on Dribble! Visit our Dribbble Space and follow us: www.dribbble.com/sdl
  • 61. Set up a Community Site, Blog, or Forum Shortly we will be launching a UX group in the public SDL Community. Join us there and participate in discussions around UX and design at SDL in general!
  • 63. If You Do Cool Stuff Then Talk About It Speak on Conferences
  • 65. Host a Meetup, Un-conference, etc.
  • 66. Host a Meetup, Un-conference, etc.
  • 67. Summary Establish the Community Enable Collaboration Nurture Community Formulate a Mission Statement Set up a Communication Plan Define a Default Process Provide a Digital Space for Collaboration Provide a Physical Space for Collaboration Provide a Space to Hang Out Together Visit Conferences and Meetups Join the Larger Professional Community Define Your Values Create a Culture Establish a Vision Identify Members Define Your Discipline 1 2 3
  • 68. Thank You! Questions,  Feedback?  Mail or  Follow me!