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So you’ve done ethnographic user research. You’ve also analyzed log files. You’ve interviewed help desk and customer service folks, You’ve had heaps of meetings with stakeholders. And you’ve nailed a sense of the user, so you’ve got some great personas. You even held some design sketching sessions.NOW what? While Dan Brown, Ginny Redish, and others have codified the early phases of experience documentation, there’s a disjunction that often happens when business analysts write requirements documents or developers and product managers write user stories. Despite the best personas and user/task grids and wireframes, other documents override the best UX intentions. We need to get back in the game and stay there in some role as products are developed. Design doesn’t end with design; development is the fruition of design.Let’s discuss moving from design to development, with a concentration on specifying experience design artifacts for those who have to glean meaning from our work: developers, business stakeholders, and other teams. How does experience design specify its output in a way that developers can code and business can understand how the UX relates to business requirements? And are specifications the definition of design?After quickly reviewing typical deliverables such as use cases, annotated wireframes, requirements specifications, and user stories, we’ll discuss where we should create, where we should influence, and where we should keep the hell away.
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Nailing it downSpecifying experience design so it can be built
UX AustraliaJoe Sokohl@mojoguzzi
Friday, August 27, 2010
A bit about me
2
Friday, August 27, 2010
A bit about me
2
http://www.uxaustralia.com.au/conference-2010/design-thinking-is-this-our-ticket-to-the-big-table
Friday, August 27, 2010
My Aussie props
3
Friday, August 27, 2010
My Aussie props
3
Friday, August 27, 2010
My Aussie props
3
Friday, August 27, 2010
Defining the damn things
What’s the problem
What are some solutions
What’s your story
Agenda
4
Friday, August 27, 2010
Defining the damn things
What’s the problem
What are some solutions
What’s your story
Agenda
4
Friday, August 27, 2010
Determining what the problem is
So what’s the big deal, anyway?
5
Friday, August 27, 2010
Who this talk applies to
Agencies
Independent UXers
Highly regulated areas: healthcare, government, military
Anyone working with distributed teams (including cross-border, multiple time zone teams)
6
Friday, August 27, 2010
Who this talk might not apply to
Heterogenous teams
UXers who also do front-end development
Co-located, nimble teams who don’t have a need to retrace steps
7
Friday, August 27, 2010
Who this talk might not apply to
Heterogenous teams
UXers who also do front-end development
Co-located, nimble teams who don’t have a need to retrace steps
7
Then again....
Friday, August 27, 2010
Typical documentation approaches
Research artifacts such as competitive reviews, heuristic analysis, mental models/affinity diagrams, and personas
User/task matrixes
Annotated wireframes
Concept models
Card sorts
And on and on and on...
8
Friday, August 27, 2010
Typical documentation approaches
Research artifacts such as competitive reviews, heuristic analysis, mental models/affinity diagrams, and personas
User/task matrixes
Annotated wireframes
Concept models
Card sorts
And on and on and on...
8
Friday, August 27, 2010
08/27/10
FiveDs Summary
Discover Design Define Develop Deliver
Define project goals,
business reqs,
and initial scope.
Activities
•Define goals
•Key success factors
•VOC workshops
•EOC interviews
•B/U/S requirements
•Site analysis
•Audience analysis
•Initial use cases
•Business processes
Further define a
set of requirements
and create systems
and UX models
Activities
•Brainstorming
•Scenario building
•Wireframes
•Visual direction
•HL Info Architecture
•HL Sys Architecture
•Define technology
Refine design details,
create final design and
obtain signoff.
Activities
•Merge visual and
functional design
•Final content
•Test scenarios
•Object analysis,
modeling, design
•Database analysis and design
•Design
documentation
Build and integrate
front-end and
back-end systems.
Activities
•Image and page
creation
•Content integration
•Coding
•Unit testing
•System staging in QA environment
•Incremental QA and testing on multiple
platforms
Complete the
commercialization of
the product
Activities
•Acceptance testing
•System and knowledge transfer
•Product deployment
•Marketing campaign
Friday, August 27, 2010
08/27/10
FiveDs Summary
Discover Design Define Develop Deliver
Define project goals,
business reqs,
and initial scope.
Activities
•Define goals
•Key success factors
•VOC workshops
•EOC interviews
•B/U/S requirements
•Site analysis
•Audience analysis
•Initial use cases
•Business processes
Further define a
set of requirements
and create systems
and UX models
Activities
•Brainstorming
•Scenario building
•Wireframes
•Visual direction
•HL Info Architecture
•HL Sys Architecture
•Define technology
Refine design details,
create final design and
obtain signoff.
Activities
•Merge visual and
functional design
•Final content
•Test scenarios
•Object analysis,
modeling, design
•Database analysis and design
•Design
documentation
Build and integrate
front-end and
back-end systems.
Activities
•Image and page
creation
•Content integration
•Coding
•Unit testing
•System staging in QA environment
•Incremental QA and testing on multiple
platforms
Complete the
commercialization of
the product
Activities
•Acceptance testing
•System and knowledge transfer
•Product deployment
•Marketing campaign
Friday, August 27, 2010
What’s the difference between reqs & specs?
Requirements
Requirements cannot be “gathered”
Requirements are not features
Requirements are not specifications
Specifications
“Effective documentation combines text and images to describe the anatomy and physiology of a product.”
11
Friday, August 27, 2010
What’s the difference between reqs & specs?
Requirements
Requirements cannot be “gathered”
Requirements are not features
Requirements are not specifications
Specifications
“Effective documentation combines text and images to describe the anatomy and physiology of a product.”
11
My definition? A specification is
Friday, August 27, 2010
What’s the difference between reqs & specs?
Requirements
Requirements cannot be “gathered”
Requirements are not features
Requirements are not specifications
Specifications
“Effective documentation combines text and images to describe the anatomy and physiology of a product.”
11
My definition? A specification is
The body of information that conveys sufficient detail to communicate that which can be coded.
Friday, August 27, 2010
What’s the difference between reqs & specs?
Requirements
Requirements cannot be “gathered”
Requirements are not features
Requirements are not specifications
Specifications
“Effective documentation combines text and images to describe the anatomy and physiology of a product.”
11
My definition? A specification is
The body of information that conveys sufficient detail to communicate that which can be coded.
Just enough detail to enable the developer to understand the UX designer’s intent.
Friday, August 27, 2010
Where do they break? Why
12
Friday, August 27, 2010
Where do they break? Why
12
Team proximity or regulatory need (or both)
Spe
c ne
ed
Friday, August 27, 2010
Where do they break? Why
12
Team proximity or regulatory need (or both)
Spe
c ne
ed
Friday, August 27, 2010
Requirements masquerading as specifications
1.1.1. The system shall allow the teacher to click a control which displays the first answer in the lesson.
NOTE: Subsequent answers can be accessed by individual controls after the first answer is displayed. The “Show Answers” and “Show First Answer” controls shall be displayed outside of lessons in a toolbar in the Learning Environment. Answers should be displayed to both the teacher and student.
13
As a clinician and/or front desk assistant, I need to record the writer, provider(s), assistant(s), as well as the date and time of entry for every clinical note, so that I can maintain accurate clinical records.
Traditional approach
User story approach
Friday, August 27, 2010
A bridge to nowhere?
14
Friday, August 27, 2010
15http://static.guim.co.uk/sys-images/Guardian/Pix/pictures/2009/3/30/1238371335802/TS-Eliot-003.jpg
That is not it at all, That is not what I meant, at all. . . . . .
“
”
Friday, August 27, 2010
Big, grandiose statement
16
Anything that specifies user
behavior or activities that
affect users belongs to the
user experience team
Friday, August 27, 2010
More detail at the right time
Solutions
17
Friday, August 27, 2010
18
Requirement: Turn indicators
1.3.2.5a: The system shall include the ability for the operator to indicate a changed direction of travel
Friday, August 27, 2010
18
Requirement: Turn indicators
Friday, August 27, 2010
Sketches provide documentation
19
Friday, August 27, 2010
Sketches provide documentation
19
The genius in our styling department is that they not only have a great feel for
design, but also for the fact that the design needs to function properly on a
motorcycle. That melding of functionality and styling is what makes our
motorcycles very, very special
Friday, August 27, 2010
Detailed sketches
20
Friday, August 27, 2010
Embeded specifications
21
Friday, August 27, 2010
The finished product
22
Friday, August 27, 2010
Prototypes help, too
23
Friday, August 27, 2010
What Are Some Solutions
Frameworks
Style guides and pattern libraries
Accurate diagrams and traceable notes
A proverbial seat at the table.
24
Friday, August 27, 2010
What Are Some Solutions
Frameworks
Style guides and pattern libraries
Accurate diagrams and traceable notes
A proverbial seat at the table.
24
Friday, August 27, 2010
Embedding Specs with Wireframes or Prototypes
25
Friday, August 27, 2010
Embedding Specs with Wireframes or Prototypes
26
Friday, August 27, 2010
27
But...but...what about Agile?Friday, August 27, 2010
Sometimes specs fall into the wrong hands
28
Friday, August 27, 2010
Special order 191
29
Friday, August 27, 2010
Special order 191
29
Major Taylor will proceed to Leesburg, Va., and arrange for transportation of the sick and those unable to walk to Winchester, securing the transportation of the country for this purpose. The route between this and Culpeper Court-House east of the mountains being unsafe will no longer be traveled. Those on the way to this army already across the river will move up promptly; all others will proceed to Winchester collectively and under command of officers, at which point, being the general depot of this army, its movements will be known and instructions given by commanding officer regulating further movements.
III. The army will resume its march tomorrow, taking the Hagerstown road. General Jackson's command will form the advance, and, after passing Middletown, with such portion as he may select, take the route toward Sharpsburg, cross the Potomac at the most convenient point, and by Friday morning take possession of the Baltimore and Ohio Railroad, capture such of them as may be at Martinsburg, and intercept such as may attempt to escape from Harper's Ferry.
IV. General Longstreet's command will pursue the main road as far as Boonsborough, where it will halt, with reserve, supply, and baggage trains of the army.
V.General McLaws, with his own division and that of General R. H. Anderson, will follow General Longstreet. On reaching Middletown will take the route to Harper's Ferry, and by Friday morning possess himself of the Maryland Heights and endeavor to capture the enemy at Harper's Ferry and vicinity.
Friday, August 27, 2010
30http://www.civilwar.org/battlefields/antietam/maps/antietammap3.html
Friday, August 27, 2010
31
In preparing for battle, I have always found that plans are useless...
“
Friday, August 27, 2010
31
In preparing for battle, I have always found that plans are useless...
...but planning is indispensable.—Dwight Eisenhower
“
”
Friday, August 27, 2010
So...
32
Friday, August 27, 2010
So...
32
A specification is
Friday, August 27, 2010
So...
32
A specification is
The body of information that conveys sufficient detail to communicate that which can be coded.
Friday, August 27, 2010
So...
32
A specification is
The body of information that conveys sufficient detail to communicate that which can be coded.
Just enough detail to enable the developer to understand the UX designer’s intent.
Friday, August 27, 2010
What’s your story?
33
Friday, August 27, 2010