User Experience : A quick introduction for developers

The following is an internal summary I wrote for a team that no longer exists, summarising a number of references from UXScotland, various book and blog posts. It extends the thoughts from my Pecha Kucha talk. For more details, please refer to the links throughout and the references at the bottom. The context here is consulting and long-term B2B projects, but some of these discussions are more widely relevant.

User Experience : Project considerations

User experience is about making sure we are solving the right problems in the right way. It is the intersection of design, users, and context. Context here is a combination of one or more of the device in use, the user’s location, any social cues such as nearby friends, and anything else that may be available from sensors or historical information.

In many cases, the requirements we have are assumptions (e.g. what users want is Facebook integration). Where the benefits of a requirement are unclear, we should treat it as an assumption to be tested. Embrace data, and analyse it.

At the requirements stage, we need to make sure we are solving the right problem (pretotyping : “building the right *it*”), and that our chosen design helps the user to solve the problem without frustration (i.e. prototyping the design, rather than the implementation, with wireframes/sketches).

In user testing, particularly in an agile development, we can refine those ideas by seeing how well the implementation solves the problem, by testing with users. We can also test deployed code by analysing heat maps and http logs to see what users are doing to inform further tests and the assumptions that feed into further design cycles.

In a Lean/Agile project, we need to be explicit about our assumptions about the user and test them at every stage of the development to ensure that we always meet user needs.

How does UX fit in our process?

Stakeholders

A system that supports user’s need effectively will need to understand that the user is a Stakeholder in the process. Whilst the users themselves may not be directly involved in the generation or review of design artefacts, there should be a user representative, either a super-user on the customer side, or a 3rd party researcher who has determined user needs, and has authority to verify any proposed solution and high-level requirements against those needs.

Functional Requirements

Personas / Typical Users

A persona is an abstraction of a system user. In a simple system, there may be only one type of user, but more sophisticated systems will typically have users and administrators, and may have multiple classes of each. A persona is defined to encapsulate the types of tasks a specific user may wish to perform, and any limitations that may be imposed (for example, administrators may be able to install specific browsers or client software, but members of the public using the system must be supported across multiple browsers at multiple screen sizes).

User Journeys

Each persona will have one or more tasks they wish to perform in the system. A User Journey describes the tasks as a series of steps that a specific persona will follow in order to achieve that task.

Consider the tasks that a user wants to perform. See also BDD – design from user in.

E.g.

User wants to process a case:

• User logs in to the system
• User selects case from their task list
• User reviews latest document
• User finds agent for case, and calls to discuss
• User adds comments to case
• User saves case and returns to their task list

This process may identify a new use case (“Display task list”), and specific actions that need to be defined within a use case (“Display latest document” and “Display agent contact details”)

The User Journeys provide the context between the Stakeholders (and User Types therein) and the Use Cases. Each User Journey will link to one or more Use Cases, but some Use Cases may not have an associated User Journey (nightly payment processing, for example).

User feedback

If the solution is replacing or improving an existing system, the best source of information on the current system are the users. The requirements capture process should take into account both the tasks that the users perform and gather feedback on any areas of frustration. The prioritization exercise should consider these improvements as well as new functionality.

Testing

As well as testing the Use Cases for functional acceptance, the FAT/UAT process should also test that the final system supports the User Journeys defined up front.

On-going support

Where projects have regular support meetings, the input of users has been valuable in identifying problems areas and possible changes. When on-going service delivery contracts are defined, SDMs should consider whether ongoing user feedback is appropriate as part of the planning and scoping of releases within that framework.

Questions to ask

• Have the requirements been tested on users? If not, why not? (Are these the right requirements?)
• Will users be given the opportunity to provide feedback on these through the development? (And if so, how, when and where?)
• What user outcomes are we trying to achieve with the release? These may not be requirements that we put a cost on, but an expectation that we can measure against to show improvement – we would need to communicate this appropriately.
  • E.g. minimise clicks to access the 5 main functions
  • E.g. reduce time-to-complete for function x, y and z by 10%
  • E.g. Align existing UI with iOS and Android norms
  • E.g. Increase usage of function z by 5%
  • E.g. 99% AAA compliance
• Who represents users on the project team?
  • How many user types do we need?
  • Can normal users and administrators share UX, or are their goals divergent? – different apps, different ASP Areas, different branding, …
• What platforms and form factors need to be supported/tested?
  • Does each platform need a native UX? If native app, probably yes, if web app, maybe.
  • If mobile, do we need to adapt to context : location/orientation/communication with nearby devices/…
  • If social, do we need to adapt to context : can I approve my own work?/who’s online/recommendations/who’s nearby/…
• Do we, as developers, have any input to the UI design? If not, why not?
• Have the designs been tested on users? If not, why not? (Does the UI fit user expectations?)
• Do we have appropriate guidelines for the appropriate platform, and are they listed in the requirements and estimates?
  • iOS : Mobile Human Interface Guidelines
  • Android : Design principles
  • Windows

Potentially useful resources

 

• Lean UX by Jeff Gothelf and Josh Seiden
• Steve Krug presentation : Usability – One more thing you don’t have time for
  • Also check out his books, including Don’t make me think
• UX Scotland
• UX Professionals communities
• UXPA-Scotland (mainly Edinburgh)
• Government Digital Service (Agile, UX and a few other real-world discussions)
• A List Apart
• .net magazine
• Ask Tog
• HTML5 Rocks
• Color Me Impressed: 3 Tools For Effortlessly Finding Beautiful Color Schemes For Any Project

Clockwise : suggestions for managing your time

• Plan ahead (with contingency)
  • Whatever works for you – personal JIRA, Trello, stacked sticky notes, dead tree notebook
• Stay focussed
  • Specify windows to check your email (e.g. first thing in AM and after lunch) and ignore emails until that window
  • Rather than letting new tasks distract you, write them down, then continue on your current task – and have a time to review and prioritize those tasks during the day.
  • Avoid context switching – humans are very bad at multitasking and your brain is highly prone to disk-thrashing, especially if you think you’re good at multitasking. See this TIME article for a summary of the research.
  • Some people work best with time-boxing : concentrate on a single task for a fixed period of time. Read about the Pomodoro technique.
• Say No if you need to – or you’ll disappoint
  • If someone asks you to do something, get a deadline for it to help you decide if you have time
• Track as you go
  • 6 minutes are a good building block of time to decimalise your day, especially if you’re filling out timesheets.
  • If you’re working on more than 1 project, you’re going to forget very quickly what you’ve done by the end of the week
• Review your time – find ways to optimise
  • Personal retrospectives. Are you spending your time on what you should be spending it on?
• Learn when to delegate, both to management and within your team.

Flightplan : How to run a meeting

Usually, you don’t need a meeting to make a decision. If you can do it with a quick discussion and a single follow-up email to confirm, do it.

Kick-off, stand-up and retrospective meetings are important to:

• introduce team members to each other;
• plan work and review progress; and
• set tasks for improvement.

Avoid other meetings if you can, but a well planned meeting is preferable to a long, winding email trail.

Cut your meeting time by 90%

The only goal for a meeting is “to decide and commit.” No other objective is worth meeting for.

The Acid Test

• Pick a red marker and search your agenda for terms such as “discuss,” “update,” “review,” and other non-decisive verbs. Cross them out and see what is left.
• Then put any remaining item through the following three-question test:
  • What will we do differently if we succeed in this meeting?
  • Why do we need to meet to accomplish this?
  • How will this help us further the goal of the team?

I bet that 90% of your meeting time goes away.

General tips

• In my experience, people who have met in person are far more likely to talk to each other – kick-off meetings should always be in one room (no phones, no VC, plenty of tea and biscuits) unless you have a very good reason not to.
• As short as possible, but no shorter
  • If you’re chairing the meeting, don’t be afraid of telling people to shut up, or to defer the discussion until after the meeting.
  • Book some contingency time. For a 30 minute meeting, plan for 25 minutes, for a 60 minute meeting, plan for 50, so there’s time to summarise and re-schedule for further discussion if necessary.
  • If you get through the agenda early, finish the meeting early. Respect everyone’s time.
• Have an agenda
  • And stick to it.
• Assign tasks
  • There’s a risk everyone will see a task as somebody else’s problem. If it turns out someone can’t do a task for whatever reason, it can always be re-assigned.
  • Don’t expect people to volunteer.
  • If there’s no tasks to be assigned, there’s no point having a meeting.
• Provide feedback at a specified future date
  • This is a lot more important than I expected – especially with retrospectives
  • Where the actions aren’t immediate, keep the actions visible and explicitly tick them off at the next meeting
  • If there is no next meeting, because there’s no further decisions, schedule an action to feedback results to the attendees
  • Record actions and feedback where everyone (including potentially other projects) can refer back to them so they can see when and why decisions were made.

How to run a stand-up meeting

• These tend to run smoother face-to-face (or video-to-video) since part of their benefit is ensuring everyone is working as a team.
• Run them at the same time every morning so that they become a heartbeat of the project
• Keep it short
  • If it takes longer than 10 minutes, take discussions out of the meeting
  • If there’s too many people for the time, split up the team
• Format is very important, everyone should say the following:
  • What they achieved yesterday
  • What they plan to do today
  • Any blockers or impediments to their progress
  • (Other formats are acceptable, so long as it is agreed and followed)
• As the team lead, use your achieved and plan time to provide feedback on any outstanding or resolved blockers.