European UX Impact Survey 2016

2016 european ux impact survey

from

Christopher McCann

  • A considerable proportion, (72.8 %) of all respondents, were from SME organisations (Definition: less then 250 employees).
  • UX impact was highest in small organisations and decreased dramatically as organisationsize increased.
  • Low impact UX organisations are not involved in user feedback and research.
  • High UX impact occurs when there is higher participation of UX in strategy and roadmap planning planning.
  • Lack of leadership results in low UX impact across all organisational sizes.
  • Indication is that there is often one UX person per team

 

Design for the Conversation

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About 15 years ago, when the internet was new, I worked directly with the newly appointed CIO of a large Swedish organisation. My role was to facilitate the development of a ‘Internet Strategy’ for the company. No small task, but it was just the internet, how hard could it be ? To assist me, we had enlisted the help of a very large consulting company.

The project was one of my most successful, but not really for the end product but more for the process that was we used. The process comprised of a great deal of interviews with stakeholders, but also with a number of end users. We conducted collaborative sessions with the team to discuss and prioritise outcomes, develop the strategies and make a number of ’Straw Man Proposals’ to discuss and modify. I was particularly struck with the value of 'Straw man proposals ' in that encouraged the team to think in terms of 'unfinished'  that could be iterated upon.

I remember thinking at the time:

The results we are developing are so much better and robust then I, or any single person could have developed on their own.

When I reflect more on this I realise that we were ‘Designing the Business’ around the strategy for the internet. The project ended the discussions and workshops ended.  Sadly. We delivered a slide deck and a report, and then nothing happened. Without the continued discussions the new Strategy we created stayed in the slides wilted and eventually died.

I was reminded of this a recently, when Josh Seiden mentioned something during a presentation at the Lean Event

 Solve problem of strategy not by more detailed plans but by richer conversations about the plans @jseiden #theleanevent
— Neil Chalk (@_neilch) April 28, 2016

Fast forward a few years to today

I left the CIO group and transitioned from Strategy to User Experience. That shift for me was to move to an area where I could have a greater impact on the end-user.

The organisation I work with recently expanded. Up until know, I only had to worry about how to manage the UX across product teams that were co located in Europe. In the future this would include two product teams in the US as well. After the first few meetings between the individual teams the inevitable questions popped up:

How do you want the dev team and UX to work together…?

First, I was happy the wanted to work with UX as this isn't always the case, but further on I felt I had a hard time answering this question completely. Things progressed even further and soon terms like like ‘process diagrams slides’ were being used.

This is when I began to panic (sort of).

I have been very careful to not really document ‘a UX process’ since I dont believe one process or method will work for solving all problems.  I also feel that documenting like this implies to some people that it has to be done this way I have tried to keep things general by discussing Discovery and Delivery in a previous post. So far this has served us well, but I could see that for that the discussions with the new team would require something more.

In the end I describe things this way:

The product UX process will need to include a few key conversations between team members (PM, UX and Technology). These conversations need to happen, it is just a question of when and how. In my experiences workshops are effective ways to facilitate these conversations and deliver valuable artefacts. The artefact is not the important part of the creative process. Shared understanding of the product needs is the real deliverable.

I explained that we have a ‘tool box’ of methods that we use to facilitate these conversations, depending on the goal.

We conducted a number of very productive sessions with the new team that resulted in a common view of the solution and very good interaction designs. No one ever mentioned a 'UX process diagrams' again.

In both of these situations -one designing a business strategy and the other a complex interface - the problem space was very complicated and conversations were key to collaboration.

Without continued conversation, the artefacts of our designs slowly loose their value as time progresses.

Lets not let this happen and keep on communicating.  

 

European UX impact survey

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Four years ago, I went from being a lead designer in a product company to be a manager of the UX team. I started to divide my time between ‘doing the design’ and everything that went in to that, to making sure and motivating others to ‘do the design’. My role developed into more of a coordinating function. In addition to this, one had to make sure each designer delivered at a uniform quality level (more or less). The more I thought about this, the more I found myself discussing what the appropriate level of UX quality was for each product and the business. Turned out this definition was different for different groups of people.

Leading a group also means you need begin to consider growing the team and I started thinking in terms of ‘value for the company’ in relation to UX. Having worked with UX for some years the value for me was clear, but now things had to be articulated in terms of organisational value. Explaining UX to persons that had their own definition was challenging and frustrating.

The company expanded shortly after I became manager and we grew to include two more products with their own development teams, this time located in the US. At the first few meetings with them, I described how we have integrated UX into our organisation. I had purposely promoted a very ‘loose’ process for the UX work. The UX team uses a ‘federal’ organisation where designers are integrated into each product team but solutions are usually developed through UX team collaboration.

One of the members of the new product teams asked:

Do you think this is the most effective way of organising things ?

After a minute or so, I answered ‘yes’, but wasn't really sure of my own answer.

A shift in the discussion

I spent the next couple of months discussing this with people in other organisations in Sweden trying to find some answers. Surely someone else had asked these same questions as me ?

Questions like :

How where they organised ? How many of them worked with UX ? Was this effective ?

What activities did they work on ?

How did the organisation view their efforts ?

How did the UX team demonstrate value ?

I saw a lot of commonalities but just as many differences. It seemed to ‘depend’ on many different issues and who you talked to.

Around the same time, I noticed a shift on social media and UX conferences — a shift from the discussing the craft, tools and methods of ‘doing the design’ to coordinating and managing the design. UX was growing up and this was a good thing. The discussion shifted from ‘getting a seat at the table’ (personally I believe in bringing your own seat) to figuring out what we were going to do once we got there.

UX for the bulk of us

Although I love reading about all of the all the ‘design lead’ organisations that exist in the world, the numbers indicate that there is a very large group of organisations that are not nearly as mature as these stars.

How were these organisation creating a business impact with their UX efforts ? Were they ?

I wanted to know.

So to get a wider perspective, I decided to ask some more people. To do this I created a (short) survey on a European level around UX impact within organisations. This includes UX team organisation, UX activities and how UX influences certain business metrics.

If you have a moment, give it a look. Thanks.

Take part in the European UX impact survey

A very large thanks to James Royal-Lawson, Per Axbom and my own UX Team for their support in creating, editing and analysing the results of this survey.

 

 

Alive and kicking, in spite of bad UX

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I am upset…and sad, and UX is to blame.

Let me explain.

I recently read a blog post How bad UX killed Jenny that described the tale of ‘Jenny’, a young cancer patient undergoing a very toxic type chemotherapy treatment. The treatment was so toxic that she needed to be pre and post hydrated to ensure the the chemicals left her body after each treatment session was done. If this is not the case, certain internal organs will shut down from toxicity.

I read this post intensely, and as I read each line I got a strange feeling deep in my stomach. It was way too familiar. This is partially since Jenny’s story is my story. Over ten years ago I was diagnosed with bone cancer in my left leg together with lung metastasis. After a lung operation to remove the metastasis I was given and extremely strong treatment of chemotherapy. It was much like ‘Jenny’s’ treatment described in the post.

Reading this brought back a flood of memories. The over 25 intravenous units I received over three days of treatments, the careful measurement of liquids into my body and the chemotherapy drugs. The drugs were so toxic that the nurses that administered them wore protective smocks so as not to damage themselves. All liquids were measured as they went into my body and when they came out. Balance had to be maintained.

I had great nurses and I remember that three nurses needed to verify the dosage of drugs before they could be administered.

Three.

Why ? I never even reflected why it was three at the time. Standard I guess. I realise now, this was partially to ensure they were administering the drugs and interpreting the dosage machines correctly.

I am sad not because the healthcare system failed, or the doctors or nurses did not do their jobs(who were super), or the machines themselves that broke: but where the machines interacted with the people they were designed to benefit.

The interface: that point of connection between the system and the user that seems so simple to create, but in reality is likely the hardest part to do well.

That is what failed. It destroyed the entire process for Jenny.

We need to stop this failure. There is a lot to do, hospitals and other institutions that care for people are using systems that have poor usability and lead to errors and human stress.

Jonathan has some good practical advice for UX designers to make a difference, but I appeal to the industry as a whole.

The next time you read a tech blog post that highlights a groovy new app or cool service we need to ask ourselves.

Is this the best use of your UX superpowers ?

Lets be honest we probably wont miss all the ‘likes’, or tinder dates, or even checkin points, that these services provide very long, but we just might miss our own lives or those that we care about.

Alive and kicking, fighting the UX fight.

PS: And thanks to all the nurses that checked my dosage machine.

 

The Discovery and Delivery Loop

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At a recent meeting with director of Product Management we were reviewing the Product Roadmap discuss the status of things.  While reviewing one particular item he made a comment to the effect:

‘Wow, I remember when you guys started working on this feature. You seemed pretty much done after the first meeting. That was six months ago….'

I went onto to explain that he participated in one session (I was very happy he attended this meeting) to explore the problem and that we were very far from a good solution at that point. This really didn't matter and clearly he was frustrated and confused. The fact was that we had gone from that meeting and iterated the design twice based on user feedback before having a solution we were comfortable with.  I realised that from his perspective once the user stories were started it was reasonable to expect some sort of user facing output in the near future. The reality was we when we started User Stories some issues were  unknown which tended to spawn investigations and other User Stories, and so on …you get the picture.  It seemed to me we spent a large time researching and not delivering . We needed another way to reduce this multiplication of Stories and do a better job in their preparation.

I also realized I had also done a poor job of explaining the process that we used. I have written about communication to build UX culture in organisations and this is something that needs to be done continually to be effective. Since this conversation, we have begun to integrate a slightly different process (or more accurately defining ‘a process’ ) into the Product Development cycle.

The process is based on two distinct phases - Discovery and Delivery - which although are drawn in a linear fashion are actually practiced together in loop that utilises feedback. The goal is to ask the right questions before we start developing so the development can be contained and more fluid.

Product Ideas

The start of this process is ideas.

In most organisations there is no shortage of ideas to consider for your product. In our situation we had way more ideas then we could ever realise. The key is to be clear what level of value each idea will bring and evaluate each very critically.

Never found a company that said: We need [to] write down ideas, we probably won’t have any tomorrow or next week.
— Stephan Schmidt

 

In our situation ideas come from a few areas:

Product Managers  - The Product Manager spends a lot of time visiting customers documenting the needs that they have. These are usually in the form of qualitative observations or specific complaints. Sometimes there is time to dive deeper into the user details of the issue, but not always.  In general I view all PM ideas as assumptions and that need to be investigated or verified further. These ideas get added to a PM backlog (this will be a latter post).

User research - I am consistently amazed how many things I learn from meeting end users. This should be a large source of development ideas for your product. If you are not doing this - start.

Internally (engineers) - probably one of the best sources of ideas in my opinon. Engineers have a deep understanding of the technology which allows them to more easily imagine what the technology can achieve. As products become more complex, end users sometimes lack this knowledge, have difficulty considering what is possible.

The Competition - competitors are a good way to review how another company would choose to solve similar problem. This can include both user facing as well as technology solutions.

Discovery

The goal of Discovery is not necessarily to deliver any software. The goal of Discovery is to learn and to have conversations around some fundamental questions that will allow use to deliver better results. In our situation we were rushing into Delivery at the expense of doing the necessary Discovery.

During Discovery our goal is to answer some questions:

What problems are we trying to solve ?

What do people want to do that they cant do today ?

Are they willing to pay for a solution to this problem ?

What would a usable solution look like ?

Is this technically feasible ?

 

Problem Scope and Benefit  - Defining what you’re going to solve

A clearly stated problem/opportunity is key for several reasons.

First, stating a problem clearly and concisely will allow you to define any holes in your thinking. It forces you to identify any assumptions, gaps in clarity and things that haven’t been validated.  We found often that didn’t have all the pieces for any given particular problem definition. This forces a focussing of research and validation to clarify the problem boundaries. This was a large source of our User Story 'spawning' that was noted earlier.

Second, clearly defined problem boundaries nurture and encourage ideation which is important when we formulate your vision and Design. Whenever you present someone with a very clear problem the natural response is to start mentally picturing what a solution looks like.

It is important in this scope to link this problem back to the business value.

Some questions I usually like to discuss are:

How will solving this problem add business business value ?

What effect do we aim to achieve ? How will be measure this ?

How will solving this problem integrate into our overall strategy ?

Tools to consider:

I facilitate these discussions using a couple methods with good results. The Experience canvas  and Impact Mapping are good for the strategic vision, while the  Product Box exercise is good for product specific goals.

 

Understanding the User

Use discussions with users and customers to gain more insight into how they use your product and what they want to achieve. In my opinion, this will be the single most valuable thing you can do to develop the UX or your solution. I have mentioned the value of doing User Research together with Product Management but it can beneficial for most anyone involved in the development process. Within our team we perform and combination of ‘contextual interviewing’ to discover new product areas as well as formalised user testing to evaluate specific features.

Tools to consider:

Jobs to Be Done -  Since our products are Enterprise oriented there are some fairly distinct user scenarios that people follow. I have found the Job to Be Done model quite helpful in analysing these scenarios. I am a supporter and have been using some nice JTBD interview cards that have been handy when conducting Contextual Interviews to focus on the Jobs. I have found the identifying the major Job then breaking this down to small Job tasks blends very nicely into my next favorite tool - User Story Mapping

Story Mapping - I have written about the value of using Story Mapping before. I cant express enough what an effective tool this has been for us. By mapping how user work today you get a much better idea of the problem you are trying to solve. From a solution perspective, It has allowed us to a get much better picture of the entire solution as well as identify many holes in our thinking. Story Mapping has allowed us to design a high level conceptual model that can effectively fully support the more detailed feature designs.

 

Envision a Solution

At this point you’ve determined what problem you are trying to solve, why you’re building this from a business perspective, and you have investigated users and customers so you know what their world looks like.  The next step is to  to imagine the future — to envision the solution and how your target customers and users will make use of it. These step also blends well into the result of the Story Mapping and allows to take this Map and refine it further.

The most effective tool for this is Design Studio. We have been using Design Studio consistently for the last three years with three development groups. This has proven very successful and I have written about it a few times here and here.

An important dimension of Design Studio process is the engineering validation. Once of the advantages of having developers participate is you get an sort of built-in ‘will this work’ validation. Even still, I think there is a value to have a part of the Design Studio that includes a ‘what if’ session. You’ve imagined the solution from a user’s perspective, and visualised the experience.  These ‘what-if’ session allow the entire team to discuss what’s going on underneath the user interface. During these discussion talk about business rules, data validation, and tricky backend systems or services you’ll need to connect with. This is especially important when you work on a complex platform with a high level of product interaction. In or situation we have had to include other people from different parts of the platform.

 

Minimise and make a Plan

At this point there you have a reasonably good solution that has been discussed and understood technically. The key here is to divide the implementation into small enough pieces that can deliver value and at the same time be verified. For our organisation we are lucky and deliver things continuously, so getting value and user feedback is a bit easier. The goal is to minimise unecessary work so now is the time to priortise ruthlessly and reduce things.  An important dimension to this is to communicate this plan to other stakeholders. This will allow them to understand the situation and manage expectations (which wasn't done in our situation).

The emphasis in the Discovery part of the diagram is a lot from the UX side of things and we have a large role to play, both in implementation and leadership.

As Jeff Patton says:

“UX work is mostly about discovery, agile [development] work is mostly about delivery. Two worlds – both concerns are necessary. Discovery never stop. And, discovery without delivery isn’t very valuable”

Delivery and Delivery need to work together and each organisation has their own way of doing development.

Once I have some time to use this model in practice I will follow-up with some thoughts on how Discovery and Delivery can work together.

Until then. Good luck.

Credits: Large thanks to Jeff Patton, Kate Rutter. Their ideas have been the inspiration and foundation for this post.

The Question is More Valuable then the Answer

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Recently I had a discussion with someone in my company. I was talking about the our team and how things we going, and the challenge of all of these new things we needed to work on.

I said we needed to structure things better because there were so many unanswered questions we needed to address before we began a design.

'We spend more then half the time asking people questions and getting answers'

He looked at me and said:

'Ya know, your group has kinda a reputation of asking a lot of questions. This could turn some people off...'

I was taken back at first. Asking question was a critical element in my definition of doing a good job. How could anyone question this and get turned off ?  After giving this a good bit of thought I realized that asking questions can go two ways.

Too hard - and you create conflict ; too soft - and you dont get the details you need.

Balance is the key.

I asked myself the question: 'Why does asking questions create so much resistance'?

I had realised long ago that, even the best intended questions of are not always interpreted this way. This often leads to frustration and conflict (I have the bruised ego to prove it).

Questions challenge authority and disrupt established structures, processes, and systems, forcing people to have to at least think about doing something differently.

These challenges are often viewed as criticisms.

In business, as well as our personal lives, results are what counts (outwardly anyway). Questions are often viewed as delays in the way of progress and stop the group from 'moving forward'. The risk here is without such questions, the group often acts out of habit  - moving forward with an idea that was used before. As things become more complex old solutions become less and less effective when we face new challenges. New thinking is required more frequently.

Our present Western culture generally doesnt reward not knowing. As experts we are expected to deliver answers not more questions.

According to Sir Ken Robinson:

In our culture, not to know is to be at fault, socially.

If you ask a question and that person doesnt know the answer they (and others as well) can view themselves as failures.

Questioning often has an inverse relation to expertise - such that within their own subject areas, experts are apt to be poor questioners.

As a side note: This is one of the reasons I encourage all of my adepts to adopt the 'Mind of the beginner'.

So how can we get better at this ?

The challenge is that we have never been taught this in Western education. Instead, students are encouraged (and tested) to know 'the answer' to a question. Rarely is the process reversed allowing people to explore and ask questions.

Since the my initial conversation our team has started using two main methods to ask better questions and facilitate a conversation that has proven to yield some good answers.

Asking better questions:

When a new challenge comes into the team, there are immediately quite a few questions that pop up in the members heads. This usually creates confusion and frustration.

Instead of immediately jumping into answers to these questions I think it is important that we take a step back and insure we ask the 'best' questions we can first.

To do this we have used an adaption of the 'Question-Storming' technique developed by the Right Question institute for some time. The RQI is a non-profit organisation who's goal it is to educate people (emphasis on students) on how to ask more effective questions in their lives.

Question storming

Question storming is a variation of brainstorming where, instead of brainstorming ideas (solutions) to a problem, participants generate questions instead. Questions are usually viewed as less fixed and peer pressure is typically reduced.

Creating Questions

In a given session we will spend about 5 minutes (timed) to generate individual questions on sicky-notes in silence. At that point, each member posts them on a wall and explains the question to the rest of the team. Usually there are a few statements and these are converted to questions. After all the questions are posted there is a discussion where we try to refine and consolidate. The goal here is to get to the best questions that will get us the information that will allow us to develop a good design

Since we are trying to develop the best questions we can around this issue, we try to limit the number of closed - ended  questions - those that can be answered with a 'yes' or 'no'. Instead we try to develop moreopen-ended questions - those that demand more of an explanation.

Priortising

At this point we usually have a quite a few questions. So to not overwhelm people we generally divide this question into groups - immediate, those that we feel are the most important and secondary, those that can be explored later or that we expect to get an answer later in the process.

Discussion

Once the questions have been identified then we can begin to take action around. This usually always involved a structured meeting the stakeholders to begin a discussion

Having a question conversation

Experience Canvas

I have found the asking of questions (or more importantly getting to the information of the answers) is much more effective in the context of a normal conversation. This avoids the feeling of a 'inquisition' which tends to put people on the defence and makes the exchange more natural.

For the last year I have been using a modified version of the Experience Map from Atlasssian (huge thanks), which uses some of the themes of Lean UX together with the Business Model Canvas to facilitate these conversations. I found this to be a good framework to have a conversation and often results in holes in our knowledge that needs to be filled before we can continue.

Experience Canvas 2
Experience Canvas 2

The canvas:

Problem – What triggered the hypothesis? How was this identified ? From PM's ? from Customers ? Are we solving the right problem ? Do we need to investigate further ?

Personas – Who will use this solution ? Will this differ from our present user personas for existing products ?

Stakeholders – Who is genuinely affected by this solution and should have a say. Who needs to be informed ?

Team – Who can deliver this solution? Will this fall into one of the existing Product teams ? Does a new  cross team group need to be created ?

Idea – What are the early thoughts and options to solve the problem? Careful not to jump to quick conclusions.

Value – What is the user benefit and business benefit for your solution?

Validation – What does the smallest, easiest, fastest-way to validate your idea. This can be a sketch, prototype or basic version of the product. Who can be validate this ? t

End-to-end demo – Tell a story to bring this to life, using anything from role play, sketches, story board. Very often we will use Story Mapping to explore and visualise this.

Test results – How will you judge the experience you’re setting out to provide? Qualitative or Quantitate testing ? how ?

Here is a download of the my Experience Map - have fun.

I am pleased how these tools have allowed the team to ask better and more effective questions. I have found that this can be used in a number of other areas as well. These question, together with the Experience Canvas, I hope will lead to a better start to your designs.

Let me know how it goes.

Thoughts of a UX mentor (part 2)

 

This post is a continuation to my previous post Thoughts from a UX mentor (part 1). This will list will likely grow.

Critique: Give and accept

Critique is a integral part of the design process. As a UX designer you will need to effectively and receive critique. This can be tough, especially if you are on the receiving end of things. When I was in Architecture school the ‘unofficial’ objective of students in the class was to deliver such harsh critique that other students would eventually drop out. The logic was this led to less competition that way. Yeah, we were young. Looking back this was all wrong and we really didn't understand the role of critique in design. Today, I view Critique as a type of critical thinking. It is a way of determining the direction of a design and how well the design meets the goals. Critique is tricky to do well and there are a bunch of things we should keep in mind to make it effective: Focus on the design goal Highlight strengths and weaknesses People will take it personally (including you) Remember that this should lead to a discussion Be constructive. Resource Tips: Discussing Design, Structured UX Design Critique (Lane Halley),  How to run a design critique

It is never going to be perfect - get used to it.

As much as you want, many of your designs wont be perfect. There wont be enough time, or budget, or the stakeholders are difficult and want it their way. This is hard for someone that has invested a lot of time in solving a problem, only for the solution to not be fully appreciated. The navy seal Adm. William H. McRaven sums this well when he describes the ‘sugar cookie’ part of Navy SEAL training.

For failing the uniform inspection, the student had to run, fully clothed into the surfzone and then, wet from head to toe, roll around on the beach until every part of your body was covered with sand.

The effect was known as a “sugar cookie.” You stayed in that uniform the rest of the day—cold, wet and sandy.

There were many a students who just couldn’t accept the fact that all their effort was in vain. That no matter how hard they tried to get the uniform right it never happened—it was unappreciated.'

Sometimes your designs will be a ‘sugar cookie’ .

Resource Tips: 10 Life Lessons from Basic Seal Training

Pass on the knowledge - the best way to learn is by teaching others

For me mentoring has been a great way to see things from a new (and younger) perspective and reflect over what I have learned in my career. Mentoring allows me, through the explanation of concepts to another person, discover gaps in my own knowledge (which turns out to be many) and a way of filling them.

Some years ago I discovered the work of Richard Feynman. Feynman had a gift for explaining science that was extremely effective. Feynman also developed a way of teaching yourself new concepts the I have found myself coming back to during mentoring.

Feynman's method has 4 basic steps :

Step 1. Choose the concept you want to understand. In the case of mentoring this is usually a question from an adept

Step 2. Pretend you’re teaching the idea to someone else. To do this, I need to take the perspective of teaching a new adept.  When you explain the idea this way you get a better idea of what you understand and where you might have some gaps.

Step 3. If you get stuck, go back to the book or source. Whenever you get stuck, go back to the source material and re-learn that part of the material until you get it enough that you can explain in a way an adept would understand. Often times this a book but frequently this also includes conversations with other UX persons.

Step 4. Simplify your language. The goal is to use your words, not the words of the source material. Generally if I find myself using large words I probably dont know it well enough and need to go back  - simple language is the key . By encouraging adepts to pass on what the know they are are developing themselves and helping others on their on UX journey.

Resource Tips: A great demo for the Feynman technique. Finally, I would like to thank my three adepts. I have learned a lot from you all. CMc

Thoughts of a UX mentor (part 1)

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For the last few years I have been a UX mentor to some great adepts in Stockholm. When I was first asked to do this I accepted without really reflecting on what being a mentor meant - I have never had an official mentor myself but was just happy to help. I have found the experience to be extremely beneficial as well personally challenging. During our meetings we discuss a very wide range of subjects that may or may not fall under the definition of UX - design solutions, UX trends, internal organisational politics to the design of restaurant menus.

Through all of this I have noticed that many of these discussions tend to settle around a few major themes. Below are some of these themes together with some my thoughts on the subjects.

Learn how to collaborate.

UX is a team sport.

Gone are the days of 1-2 person teams.  As technologies cover more and more touch points the teams required to develop these solutions increases. Most digital products are far too complex for a single person to know everything (avoid people that say that they do). The more complex the problem we work on gets, the more complex the way we work gets. As a UX designer you will need to lead by example and listen and understand these other perspectives.

Dan Brown, in his book Designing Together defines collaboration with two components:

Collaboration is working together to yield products, not simply creating ideas.

These products are also better then what can be produce by any one person. A group that collaborates has the ability to consider more perspectives and to actually produce the resulting complex products.

As UX designers we need to understand the mindset, tools and culture that cultivates collaboration. The earlier you learn and practice these skills the more effective you will be.

Resource Tips: Designing Together42 Rules for Successful Collaboration

Learn to Facilitate

Once you start to collaborate you will realise this isnt so easy. One major big problem is that people really dont know how collaborate very well. People often have different perceptions of what defines collaboration. Some people will refuse and sit with their arms crossed while others wont be able to keep quite at all. To make any progress you will have overcome these differences and improve how groups work.

Enter facilitation.

Facilitation is when you help group of people explore a problem. The exploration can involve a final solution or a discussion that increases the understanding of problem for the future (often times both). The idea is not for facilitator to do all the heavy thinking but instead learn to be ‘the quite servant’ and step aside and let the team decide. It is making the journey to the solution or future state, more effective. Designers must learn to take on new roles and facilitate the exchange of ideas between different areas of expertise in order for this to be effective.

Resource tips: GamestormingThe Skilled Facilitator: A Comprehensive Resource for Consultants, Facilitators, Managers, Trainers, and CoachesFacilitating with Ease! Core Skills for Facilitators, Team Leaders and Members, Managers, Consultants, and Trainers

Maintain the beginners mind set.

Avoid becoming an expert. Attempt to hold on to the ‘beginner’ stamp as long as possible

Frank Lloyd Wright put it perfectly when he said

an expert is a man who has stopped thinking because ‘he knows.

Beginner traits to shoot for:

1. Beginners ask a LOT of questions - no question is too basic

2. Beginners are open to learning from anyone, not just experts - everyone has something to teach you. Look closely.

3. Beginners make a LOT of mistakes, because they are open to trying new approaches - new approaches are what lead to innovation. Dont forget that.

Beginners are lifelong learners and that is exactly what a designer should strive to be.

In Ashton Kleon’s book Show Your Work he talks about when Radiohead’s Thom Yorke was asked his greatest strength he answered:

That I dont know what I am doing

Listen to Thom

When I started this post my list of 'themes' was rather short, but as I began to think more the list grew longer and longer

..and longer.

All I can say is stay tuned for Part 2. More to come. 

Researching Product Managers

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 Anyone that knows me, knows I am a large proponent of User Research in the Product Development process.

Meeting Users is the single most valuable activity any product team can do. Period.

I am lucky since I work with a great team that values User Research as much as I do. In most cases when we research I always have the 'my' PM and Tech lead join me. We have been doing this for some time and I have never reflected over it.

Recently, I have had another PM ask me:

‘Do you think PMs should participate in User Research together with UX designers?'

My answer was a resounding ‘Yes!'

I view User Research as something every member of the Product Team should participate at some point. The more knowledge about the users that the team has the better the end results. I also find when these different roles participate in the research everyone view things with their special filter and biases.

Business, technology and Design.

No single perspective is completely correct, but together they (hopefully) balance themselves out.

I recently listened to a podcast with Peter Merholz where he stated that the ‘User Research’ function should reside in the Product Management team (min 13:45). In principle, I agree with this, but feel it depends on the UX maturity of the organisation. The less mature the organisation the less likely this will happen. It isnt until the organisation reaches the 'Design as a process' or 'Design as a Strategy' (using the Danish Design Centre’s Design Ladder) that they are equipped incorporate a generalist User research role. Based on the PMs that I have experience with, it is matter prioritising their time and User Research is something that takes time. I also believe this type of research takes time to learn and perfect as a skill. This happens through practice and I believe to do this well one needs to concentrate on this.

My general research approach is:

1.  Aim for PM’s to attend as much User Research as possible.

2. User Research should be facilitated by a UX researcher or designer.

3. Probably the most important. After each research session have a debrief meeting in order to summarise learnings, draw consistent conclusions and discuss resolutions.

4. Finally spread what has been learned to a wider audience.

Did I miss something ?

Stories and conversations... and more Stories

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I have a confession to make. I sometimes get lost in Agile projects.

I understand the Agile philosophy but from a design perspective I find it lacking. Very often, I miss the ‘Big picture’. Looking back, I have done many good designs that have ended up being realised as a bit of a 'Homer mobile' in the end. I blame myself, but the system has played its part.

In internal discussions, I find myself saying ‘shouldn't we define this more comprehensively first ?’.

‘We need to look at the entire user flow..'

‘Who is this for and what problems are they solving ?’ and eventually the word ‘requirement’ will slip out of my mouth.

At this point someone will point to me and scream ‘Heretic’ and run away shaking their head mumbling something about Waterfall and the Agile manifesto and the conversation will end.

Recently, I have been reading Jeff Patton's new book Story Mapping and really cant recommend it enough.

When I read it i thought ‘Finally, someone that gets me..’

Jeff reviews a lot of great methods in the book (LeanUX, Design Studio etc.) but the central theme is Story Mapping. I have spent the last month experimenting with this method and am extremely happy with the results.

Some background: Within our organisation, we have been working theme that includes a set of features that will deliver value but needs to work across multiple projects. The technology and the UX needs to be consistent across these three products. All products are maintained by different development teams and different PMs. The challenge has been to follow the UX and technology development across these products and User Stories.

A real soup.

The basis for Story Mapping is the telling of a story of a user. In this story, the user uses a product or system to solve their problem.

The telling of this story, will allow people working on creating this solution, to have the same understanding.

Lets imagine a future. Lets assume for a minute that this system is live and let’s talk about a day in the life of someone uses it and start telling the story.

First, they would do this, then this, and so on ….’  

This story, will allow people working on creating this solution, to have a discussion. Through this discussion they will define the scope of the solution (big picture), develop the same understanding of the major goals and find any weaknesses in their thinking. 

Pretty basic. Sort of.

Story Boards -

Up until know, I thought we had a fairly good definition of the problem we were solving, but over time I felt things were being viewed from different perspectives within the organisation

In order to align this thinking and so we could tell a good 'what if' story I felt we need something more.  To facilitate, this I chose to use another UX tool: the Story Board.

In this case, I worked with the PM teams to develop a Story Board that described what the system would do to solve the user problem.

I centered the Story Board around the ‘Job to be done’ principles. I have found this to be a really effective way of defining the user problem.

Overall I am super pleased with this discussion and the resulting Story Board.

Story Mapping 

The aim of Story Mapping is to tell the whole story - so the first priority is to concentration the breadth of the story and solution.

For practical purposes we needed to have two meetings (2 hours) for the entire Story Mapping session, but ideally it would be better to do it in a single one day meeting.

 Meeting #1

To do this I used the Story Board as a guide and had the team do a 10 min session of silent brainstorming. During this session, the group used the  major Activites of the Story Board and to consider steps that would go into each of these Activities. After 10 minutes the group presented their steps and these were grouped under the appropriate Activity.  This was a very good discussion and some new Activities were discussed that added to the width of the Story Map.

At this point the team was pretty satisfied with the breadth of the Story Map.

Meeting #2 

During this meeting we now dug into the details of each Step the respective Activities.

In doing this, I used a few questions to guide the discussion. Stopping at each step in the process we would ask:

  • What are the specific things they would do here.
  • What are the alternative things they could do.
  • What would make this really cool.
  • What happens when things go wrong.

I had the team do silent brainstorming then post their ideas under each Step individually. Each person then presented their idea and thinking to rest of the group, followed by a discussion. Once each person (6) posted their ideas we had a discussion within the group.  We consolidated some of the details and placed them in a of prioritisation, the higher priotitised details closer to the top .

The end result was a quite large Map that outlined the entire solution that would guide us through the development.

Conclusions

I was very pleased this this method and I received a great deal of positive feedback.  The major benefits:

  • A well discussed common understanding of what problem we were solving and how a user would solve this with our solution.
  • A clear image of what each Product needs to contribute to the solution, and where these connection points needed to be. This was extra-valuable in our context.
  • A scope that made the Interaction Design much easier over the entire flow of the solution.
  • A large number of holes in our thinking were uncovered. Numerous technical challenges were identifued that would need further investigation.
  • We should have done this some time ago. I am glad we did these session now but  really felt this type of session is the most valuable when we start a development effort. Definitely more appropriate in the initial Discovery stage of a project.

Finally, I would like to thank Jeff Patton for a comprehensive well written book.

 

Eating Dogfood, and learning to like it.

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  Recently I have been eating dog food.

I found it had a frustrating first taste, but was nourishing in the end.

Let me explain.

The expression ‘Dogfood’ generally refers to a scenario when a company uses its own product. ‘Dogfooding' is a way for a company to demonstrate confidence in its own product and from a UX perspective to test the usability of the product. 

In my UX team I have the good fortune of having members that work with documenting the products and creating education courses we offer for these products. They are involved in the design process and document the product as changes are made.

During the documentation process, they need to take the perspective of the user and explain how things work. 

Or not.

Recently, after doing a very large change to a software product we were in the process of preparing a training course and it became obvious that there were some serious inconsistencies in the user flows. After being faced with these misses, the team was able to make some new designs and some fundamental improvements to the interface that ultimately lead to a much better product. Although this process was painful (bruised ego) I stood back and tried to learn from this. I found it rewarding in a couple of ways:

Early Testing -

We try to develop training courses shortly after or when significant changes to the product are made.  If you have ever had to give a course on a subject you know you are required to know your subject matter very well. If you dont, you really cant explain it someone else. In this case, the exposure to trainers and other ‘super user’  users that are far more crtitical then more typical users provided some very good testing early on.

Credibility - 

Lets face it, Dogfooding also builds credibility with your customers: it shows the world that the company stands behind what it makes and what it does. It is the equivalent of ‘putting your money where your mouth. I also think this is a very important quality for a design team to have.

Sympathy -

By using your own product you gain common experiences with your customers. This allows designers to see the world through their eyes which is the only world that really matters. The added benefit of working with trainers is that you also see the product through there ‘pedagogical eyes’. After all, if if you cant explain a product that is supposed to be  designed well, there is more work to do.

I am very glad to have documentation and training persons involved in my UX team and that this type of is a regular part of the design process. Furthermore  if you can get used to the taste, I view 'Dogfooding' as a valuable complement to User Research in developing a better understanding of how the user perceives your product.

Thanks Martin !

What I did when I wasn't online

IMG_5303 For the third summer in a row I have suspended my Facebook account. At the same time I eliminated posting to Twitter, Linkedin ( Admission: I was involved in some interesting heated discussions regarding Design Unicorns ) and Instagram  ( I do have a lot of shots saved for later).

Many have asked me why I do this, and the simple answer is

I need less distractions, digital distractions.

Actually, I need less distractions, period, and this seemed like a good place to start

Part of the break was to document what I actually did and get an idea of what the tradeoff has been. Granted some of these things may have done in part otherwise, but nowhere close to this the list below.

I think the biggest difference I noted by eliminating social media was that things slowed down considerably and has allowed me to have time for focus, reflection and reading.

Good things, basically. And it didnt cost anything.

Some highlights

An excellent overview of collaboration, the design process and the role of conflict in this process Design Together

I really can’t recommend this book enough Notes to a Software Team Leader

From reading this book, I got the tip of another book  Mindset, which I also found very interesting. The discussion  of Growth and Fixed mindsets was spot on and I recommend this book to anyone with school aged children.

I didn't completely make it through On Looking: Eleven Walks with Expert Eyes. An entertaining book about how to 'see' the world around you by following experts around one block in NYC.

I watched this great documentary about NYC street photographers Everybody Street that I can highly recommend.

If you like Italy or Steve Coogan, or both, the film A Trip to Italy is worth watching.

In preparation for M and my trip to California I re watched Sideways - great movie.

My advice for becoming a UX designer

Nice description the visual aspect of Design - The Perception of Design is How Something Looks. This is something that comes up in my work on a daily basis.

I thought this was interesting read about restaurants and how they use psychology to manipulate customers.

Since I had taken a break from most social media I thought this view of what different social media platforms does to you as a person as telling. I can agree with a large part of what the author says.

The Men Who Made Us Spend - This compelling three part BBC documentary explores the fears we've always had about consumer culture.

Oh yeah, and I caught up on some blog posts here and here (warning, geek posts)

Actual physical social interactions:

M and I tried to be active during this month and the super Swedish weather helped in this regard.

After visiting Rosendahls trägård on the way back we had a spontaneous dinner at Oaxen Slip on their outdoor deck. Oaxen Slip is, in my opinion, one of the best restaurants in Stockholm at the moment.

Visited some very good friends at their summer house on Muskö in the Swedish archipelago.

Visited Per Axbom twice at his wifes summer house in Bro. They have an incredible deck and are generous hosts.

Finally, we finished July off (actually the 1 of August) by attending the Stockholm Music and Arts Festival on friday to catch Chrissie Hynde and Jill Johnsson

So there you have it. I will definitely repeat this next year.

Jag är nöjd.

Building UX Culture within an Organisation

In the previous post I wrote about what Design Studio was and wasn't. I wrote that it was ‘Not a Verb, but a Culture’, and since then have been thinking about Culture and how to change this. Culture is a complex, and living in another culture myself then the one I was born in, has given me a great deal to think about over the years.

To me culture is something that develops as a result of a set of common beliefs and practices.

Shifting culture comes down to constant communication of your beliefs, setting good examples and highlighting positive outcomes.

I also believe shifting culture, like making any change, requires  time.

While implementing Design Studio in our development process our team has worked on improving UX understanding and building a culture around this. This has been a symbiotic relationship in that the use of Design Studio plays a large role in this culture shift.

Our efforts have fallen into some basic categories:

1. Define your UX beliefs and philosophy 

A UX belief is a shared point-of-view. Working with a central UX team, buy-in is extremely important for success. Our UX beliefs are reinforced and demonstrated through processes, design approaches with members outside the UX team in the product development process.

So what are our beliefs ?

I would say we we have two -

In the case of our team, and likely because I come from a user research background, we believe strongly in a deep understanding of the user needs to be in place before products are developed. To support this belief, we invest time in end-user research focused on "contextual inquiry", or interviews conducted in the environment where end-users interact with our products. We operate within a continuous software delivery system and frequent customer validation is also crucial for effective UX

Secondly, our always team strives for a high level of collaboration both within our group as well in the product development teams. Design Studio is a large tool that we use in this collaboration. We develop complex products and collaboration insures good designs and effective communication with all roles in the Product Development team.

2. Describe and document your process , tools and outcomes 

A set of beliefs will remain an abstract philosophy, until you put them into practice. In order for remove abstraction you must make your beliefs real and actionable. To do this you must go through an exercise of defining your Design process, guidelines and outcomes.

You must begin the documentation with the Design process. Documenting the design process is essential to communicate your practice within the organisation and key stakeholders. You need describe the process from high-level process (why) down through the (what) and finally describe the details of the (how).  Drill down into the tools and artefacts that  support the process. In our case this documentation has included:  Design Process description - a presentation describing the major activities and how these integrate into the software development cycle. Role of User Research in the UX process - a  presentation that describes the User Research, guidelines how to conduct research as the well as communication of the results into the organisation. Description of Design Studio in the Development process- Collaborative Design is an important part of our process, so this process is described in detail

3. Communicate your story and share your knowledge.

Once you have documented your philosophy, beliefs, and process,  you must be able to tell a story about your practice and benefits.  Depending on your organisation and the amount of technology focus, your UX practice will likely operate in a different way. Stories uncovered from research about real users interacting with our products and  how this relates to the UX process is a good way to do this.

Although we don’t have our own room all team members are encouraged to post recent designs on the walls to demonstrate where we are in the design process. In our case we also have a Yammer network that is used frequently to post images, wireframes and prototypes for feedback from persons not located in Stockholm. This has proved very effective in spreading our message.

Once presented, and internalised by others, the beliefs and practices will form a culture. Hopefully this will be a shared "practice-able" culture.

As my friend and 'twitter sage'  Daniel Szuc says:

Be the practice you seek others to be, this requires hard work

I will let you know how this goes.

Design Studio after one year. What Design Studio is not.

A year has passed since I started using the Design Studio method within our company.  What started as an experiment is now an assumed part of our product development process for three products and development teams. As the use of this technique has grown, and its value recognised, I have begun to see some challenges that come with increased scale. I also became aware of what Design Studio was not. A Final Solution

Problem + Design Studio ≠ Final Solution

As the Design Studio was integrated into the development process for each User story we conducted at least one session. The output of this session was generally enough for a design to be refined and a set of wireframes or prototype to be created. After some time, I noticed that some of the teams develop a bit of

 ‘Let's do a Design Studio so I can get my wireframes’

type of sentiment. A bit of the ‘check box’ mentallity was slipping in. When this wasn't the case or we had to conduct more then one session, the teams became impatient. This is still an ongoing struggle, but I usually start every session with the following:

Warning: Design studio will not result in the final design.

Then repeat this.

Wrong Mindset -

Over time I began noticing a large amount of idea ownership. Persons or groups that developed ideas seem to have difficult letting them go. They presented them enthusiastically and did not accept critique. In some extreme cases, there was ‘competitions’ between ideas to see which ones that made it through the convergence stage -  I think competition can be healthy and I found this encouraged a good exchange of ideas, but only as long people were willing to let their ideas go. Ideas are very personal things and people develop intense pride and ownership of them. However, it isnt until we let the ideas go and see if they fly do they have any long term value.

Is not a verb, but a Culture

When I first encountered Design Studio in Architecture School the term was not used as a verb, a method, but more of a place. A Design Studio was a messy place, with half finished models, empty soda cans and pens and paper everywhere.  It was a place of collaboration, exploration and experimentation. The space facilitates brainstorming, critiquing, presenting, prototyping, sketching, researching, synthesizing, and many other activities that figure within the design process. Sometimes it smelled like pizza.

After one year I can see we have a bit to go to develop this type of culture. It is my hope that over time, and by making some incremental changes, we can approach this.

A fixed formula - mix it up

After a few months of having at least one Dersign Studio session per week, many of the developers became very familiar with the process. So much so, that they pretty much began sketching when they entered the conference room. This want ideal since I really wanted people to approach solving the design problem with a fresh (somewhat) perspective. I learned through this that people are creatures of habit and take comfort in these habits. It is at this point that I began to mix things up.

Slightly different methods - since this point I have been on the look-out for some slightly different sketching methods. I decided to use the Brainsketching method and found this to be very interesting and greatly appreciated by the team. I cannot comment on the quality of the ideas, but there is definitely a higher sense of collaboration around the resulting ideas produced

Environmental changes - during this time I began to concentrate of the physical environment. I was a bit limited since the sessions where held in a conference room. I usually waited for everyone to come in and sit down, then I invited everyone to stand and then exchange seats with the person directly across from themselves. I had experimented with music a bit, but made a point to always have music playing when people came in and during the sketching sessions. I am a big jazz and low-fi fan so played a mixture of Jan Johansson, French FIP radio, the Dining Rooms, Philip Glass and Mike Oldfield. 

Lean UX 14 reading list

A full week since the Lean UX 14 conference and I finally have the time to reflect a bit. It only took a few sleep-ins, Easter holiday food and some red wine for my brain to contract back to its normal state after the stretching during the conference.

All of the keynotes were excellent and I found myself making notes of some new books referenced to add to my reading list.

Here are some of the books I noted, either directly from the presentations themselves or from the conversations between sessions.

teaching smart people

1. Teaching Smart People How to Learn New Things, Chris Argyris

idealized design

2. Idealized Design: How to Dissolve Tomorrow's Crisis…Today, Russell L. Ackoff

3. If Russ Ackoff had given a TED Talk (Ok not a book, but an excellent video)

the principles of product development

4. The Principles of Product Development Flow: Second Generation Lean Product Development, Donald G. Reinertsen

Creativity, Inc

5. Creativity, Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration, Ed Catmull

The art of action

6. The Art of Action: How Leaders Close the Gaps between Plans, Actions, and Results, Stephen Bungay

training from the back of the room

7. Training From the Back of the Room!: 65 Ways to Step Aside and Let Them Learn,  Sharon L. Bowman

This book was discussed in one of our breaks when discussing workshop facilitation methods

Designerly Ways

8. Designerly Ways of Knowing, Nigel Cross

I am sure there were many more from the different workhops that I did not attend, so let me know of any recommendations you have.

For now, this will add to my never ending reading list. Thats a good thing, right ?

Design Studio in the Wild

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If I have a thousand ideas and only one turns out to be good, I am satisfied.

Alfred Nobel

A year and half ago I left the consulting world and began working at a product company.

It was an exciting move, and I was very quickly thrown into the world of software development, a world very different from the one I had left.

I was given a word of advice from another UX designer already working in the company early on.

'Just keep ahead of the developers, if you get behind with the wireframes you are dead'

The products were very technically complex and the interaction challenges considerable. I started creating some fairly hi-fidelity wireframes, presented them to the dev team then spent the next day having them explain to me why the technology would not allow me to do what I wanted.

It was at this point I realised this was never going to work. I needed something else.

As a person, I have always been someone that needs to talk and draw through ideas for them to make any sense to me.

Creativity and new ideas came from the the connections I made when I sketched or discussed the issue.

I went back to my colleague and asked about trying to work visually together with the developers.

I was quickly warned:

'Developers will never draw - they just want to code'.

Deep down, I didn't believe this, more over I didn’t want to believe this. This did not remind me of the developers I had worked with previously.  I was determined to give this a try.

So I took baby steps. Things were rocky in the beginning, but once I started, enthusiasm grew very quickly. Now, developers come to me and ask when we are going to 'sketch and stuff'

Enter Design Studio

I first encountered a form of the Design Studio methodology in Architecture School.

The premise was we were given a design challenge, produced a set design alternatives, got feedback (sometimes harsh - it was called 'crit' a shortening of critique), then modified the design and repeating the process.

Using my Architecture School experience as a base, the method I use today has been inspired from the works of  Will Evans, Todd Zaki Warfel and Jeff Gothelf . I could never have succeeded with out reading their ideas on this subject. Standing on the shoulders of giants.

I have used Design Studio method in any situation were I want to generate a number of ideas, get feedback, prioritise alternatives then converge on one solution (s).

I have found this method very effective within the Agile process when User Stories are employed to manage development work. User stories establish good boundaries that complements the Design Studio process well.

User Story -

All development work for product development is done using creating a backlog of User Stories, prioritising this backlog then working on each User Story using Kanban principles. Product releases occurred every month

Since I view the creation of the user stories as the first part of the design process, it is important that these are well developed and appropriately granular.

At the beginning of each User story I facility a Design Studio with the development team, Development Lead and Product Manager (not always possible) to kick the User Story off. This is the ideal group since Design, Product Management and Development are all represented.

From my experience this method as a number of key advantages:

Improved quality of ideas - by getting the technology issues up as soon as ideas are considered the overall quality of the design solutions is higher.

Communication - since the entire dev team does this together a common understanding is created through the process.

Insight into other persons processes - The points where everyone shares their work-in-progress are often inspiring. The participants see an idea spawn further ideas, which in turn, spawns additional ideas. By seeing how different people with different backgrounds attacked certain problems allows everyone to broaden their range of solutions.

Sketching

When I have done this with any new group I usually spend time talking about sketching. Sketching is not art. Sketching is getting your ideas out of your head and on to paper. Things dont have to be perfect. If you can draw some basic shapes anyone can sketch.

I usually like to have people sketch on A3 size papers divided into 6 panels. This works well for describing flows and the panels are big enough to comfortably draw most things.

I encourage people to use rather thick markers so as not to go into very many details. I have tried Sharpies, but prefer Pental Sigma pens instead as they are more common in Europe and don’t smell as much. I let people use regular pencils, highlighters and various colored Post-it notes to add the rough details they need.

Design Session

Total time: 2.5 hours

This is an approximate structure that has achieved the best results in the context or my organisation (your milage may vary).

1. Introduction to the user story and any related scenarios. I spend about 15 minutes setting the stage, reviewing the user story and background. I prepare the room by posting on the walls any relevant personas, user tasks maps and interaction patterns.

2. Iteration One - individual sketching. 5 min. Each person sketches as many solutions as possible in this time.

3. Critique/ Feedback - consolidation. 3 min per person. Each person posts their sketches and presents the designs. The rest of the group gives feedback.

4. Break - At this point about 90 minutes has passed. Time for some Swedish coffee and a break.

5. Iteration Two - group consolidation: at this point it is usually possible to consolidate things into 'design themes' that represent some major ways of thinking. Depending on how big the group is and the number of themes, I will break members up into smaller groups. Each group is tasked to work on a specific design theme. I have the group appoint one person to draw then give them a time to refine these designs into one (or as close as possible). 5 min

6. Group presentation. Each of the remaining group presents the refined design to the rest of the group. Usually after a discussion the two (rarely more then two) designs can be merged into one design

By now we have converged on one design that will address the User Story.

I find that letting things settle over night then meeting again the next allows people to reflect over things and any issues to bubble to the surface.

Design Studio - Task Break Down
Design Studio - Task Break Down

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Task Development - 1-2 hrs

Once the design is established we meed a second time within the group. Before this meeting I have documented the design in a lo-fi format (Balsamiq/Omnigraffle or clean sketch) and then meet the entire team once more. During this meeting the team then goes through the design and breaks it down in the necessary technical tasks.

1. I begin by posting the final design wireframes, user flows and personas on a wall. I then give the team 5 min to come up as many tasks and dependancies that they can.

2. Each member then begins to post the tasks they have identified next to the relevant area of the design or user flow on the wall.

3. Once everyone has posted their tasks then these can be discussed and consolidated to what will be implemented.

4. These final set of post-it notes is then transferred directly onto the Kanban board to be planned.

At the end of this process, the team has generated ideas, developed a design for the problem and broken it into technical tasks.

Design Studio repetition -

The first few sessions with the development team where tough. It was a new way of working with methods unfamiliar to most of them. As time went on, people became more at home with the techniques and I started to see the sessions themselves begin to develop with less input from me. Certain background information was no longer needed and the later session could tackle more difficult problems at greater detail. Once people are familiar with the process, it's fast and efficient to work through a design challenge and generate great solutions. The team was developing.

I realized I had achieved my goals when the team then started to automatically schedule multiple design studio workshops into every User Story - without me mentioning it !

Swedish National Museum Experience Journey Map

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Last week I met with up with my friend Kajsa Hartig that works as a Digital Navigator at Nordiska Museet in Stockholm. We had been trying to link up and visit the Swedish National Museum that is going to be remodeled and had an exhibition that highlighted a large interactive touch screen based exhibition about the remodel of the museum (we thought). We picked a date and visited the museum but sadly the exhibition was no longer being showed. This is what we deduced, since no one seemed to have any recollection of the exhibition despite me reading an article in the Swedish newspaper describing it. I found the entire visit a bit frustrating but things were saved by a good cup of coffee and chat with Kajsa. During the conversation, I explained to her I was confused over that so many museums seem to miss some basic elements when people visit them. The trend from physical ownership to access via technology is something that is increasing (cars, music etc) but yet museums have been dealing with this for years in that they display very valuable and rare objects. A key part of having access to these objects is insuring that the user experience is at a high level. We started discussing this issue further and I began to describe my recent experience working Customer Journey Mapping. I felt this technique could be very valuable in the museum world. I began sketching my experience as I prepared for todays visit and the events that followed in order to demonstrate the key points.

After the visit, I had a spare moment and sat down and refined my sketches  to demonstrate how this could work.

My Experience Map

Let me start by saying this is the information for one person, me, and to get a more general view of an organization's user base one who need to conduct similar research for a larger group of persons. This group should include users that representative an accurate cross section for this organization. This would allow patterns within user groups to be established and documented using segmentation techniques or user personas.

The first diagram shows my journey divided into some basic steps. Each step refers to a mental mode I went through for the journey - research, enter/ticket, exhibition, break coffee, exit and post visit. Within each mode I then noted key experience points and if I viewed these as positive or negative.

The second image demonstrates which channels I used to interact with the museum as I passed through various mental modes. For each experience point, I also indicated my mood at the time - happy, frustrated, confused etc.

If I had to summarize the visit I would say the weak points were:

  • Information gathering prior to the visit via the website could have been improved. National Museums website is good, but jammed with information. Some different graphics choices (typography and white space)  could have made the information more easily readable.
  • No Mobile website. In the beginning I was simply looking for the opening hours and I was taken to the normal website via my smart phone and forced to navigate to the 'About Us' (Om oss). There was considerable pinching and expanding involved.
  • The information/ ticket is almost hidden from the visitor when they enter. I found this odd since this is central for all visitors. Fortunately, there are many helpful staff that directed me to the correct area.
  • The personal at the information desk was very nice, but wasnt very informed of the present (outside the information brochure) exhibitions and had no idea of past exhibitions. I also thought the response 'why dont you buy a ticket and see if the exhibition is here now' was a bit poor.' I turns out this what I ended up doing, and the exhibitions wasnt there after all. I did see some other lovely artifacts !

Overall the visit to the museum was very pleasant but two areas needed additional thinking - access to information surrounding the exhibits and design of entrance/ticket areas.

Bringing the outside in using experience journey maps

Experience journey maps are a tool to help bring the outside world into an organization. They are a tool that can help bring customer stories to life. An entire story. Not just the piece one silo or function within an organization normally may encounter.

And as we map out the customer’s story, our organization’s own story becomes visible. And often what’s revealed is an incomplete fractured story.

By using experiences maps organizations can identify areas where information and technology can be introduced that improve these fractured stories. I am convinced that all museums would benefit from understanding their users better and then to match their offerings to insure a consistently positive experience for all groups.

References:

Visualizing the customer experience using customer experience journey maps

Improving the Starbucks Experience

How to create an Experience Map

Experience Mapping — a useful tool to gain customer insights

Mapping the customer experience with customer experience journey maps

How an MBA meets the silos challenge of UX

When I was applying to one particular job at a UX form in Stockholm the issue of my MBA came up in the interview. ' How is your MBA useful in the UX area ?' they asked.

Now, I had never given this much thought and had seriously considered removing the MBA from my CV but my pride (and all the hours I put into to it) forced me to leave it on. Usually I just didn't mention it much.

I don't remember what I answered exactly, but it centered around strategy and analysis…..or something. As I remember it could have been a better answer.

I think partially I was a bit embarrassed of the degree. This is especially true in Sweden, where it isn't so very well known outside from the top schools in Europe and the US and thus hard to relate to. Since it wasn't a 'design' degree it somehow didn't go over as relevant.

Advantages of an MBA in the UX area

Having worked a few years now in a number of UX agencies in Stockholm I have definitely seen the value of my MBA.

1. Ability to conduct analysis - this is probably the most valuable area that I learned from my MBA. The ability to structure, analyze, then communicate the results to an audience has been invaluable in my UX.

2. Real Cases - We were always exposed to the basic theories in various areas, but there were ALWAYS coupled with real case studies. Very little purely theoretical examples.

3. Education based on frameworks and mastery in applying them. No absolute right and wrong. - Now I have read some criticism of MBAs recently in light of the value of design thinking in business. Basically the argument goes -

MBA education encourages one answer to the case while design thinking embraces multiple possible outcomes.

In my experience this can’t be farther from the truth. For most cases we could propose many solutions as long as they could be justified. Believe me, if you have studied enough theories and frameworks you can justify anything. The best case studies that I did were ones that I combined frameworks from multiple areas to justify a innovation solution. Sounds a bit like design thinking doesn't it?

4. Consider things in their entirety. By the end of your program you are encouraged to think holistically and apply your knowledge across many operational areas.

This last point bares some further explanation, since I think it is particularly relevant.

The Challenges of Silos

I have just finished following the UXLX event in Lisbon on twitter and noted the continuing discussion around 'silos' in organizations and how they limit effective UX thinking. I have been involved in the UX area for a few years now and attended a handful of conference. In all of these conferences, this issue of 'silo crossing' always comes up in varying degrees. Clearly this is an area of frustration.

The discussions seems to follow a similar patterns with a good dose of hand wringing.

'The managers in department ________ just don't understand the value of what we are doing… '

We need to 'cross the silos' or ' get a seat in the C-suite' or something similar…

My true belief is that to integrate UX thinking into organizations will require people to meet somewhere in the middle between the silos. I agree with Peter Merholz that UX should be seen as a strategic effort as well embody tactical solutions (methods and tools). Until this is achieved we all will need to understand the other side.

To effectively eliminate silos (or at least minimize the effects), UX practitioners need to understand the other silos. To understand persons working in other silos we need to understand their motivations and how they define success. One way to do this is through business education.

When you look the core of a typical general MBA curriculum, you see a couple core areas:

1. Strategy 2. Finance 3. Marketing 4. Human Motivation - extremely valuable. 5. Some sort of Quantitative Analysis

All of these areas of knowledge have been beneficial, but what they have given me in my UX work is understanding.

Understanding of other departments and what their function is in an organisation and how they measure success. What makes them tick if you will.

Crossing Silos.

'Understanding other silos can make yours better.'

@kimgoodwin

Now I am not suggesting that all UX practitioners drop their wireframing tools and head off to business school. This is overkill.

But I do think that UXers should take the time to educate themselves in the basics of how businesses operate and organize themselves. Maybe shift the spotlight of their view point a bit more over to the other silo.

And UX consultancies and other organisations; the next time someone shows up at your door step with an MBA under their belt, give them a chance, they may just surprise you.