Transcript
Page 1: I Hate Process. I Love Process. IXD12. Christina Persson & Joan Vermette

Joan Vermette, @jayeffvee User Experience Consultant

I Hate Process. I Love Process Why  designers  are  divided  about  process  &  what  to  do  about  it.    

E. Christina Persson, @christina_xd Experience Design Director

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E.  Chris9na  Persson   Joan  Verme>e  @chris9na_xd   @jayeffvee  

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•  The  Hate/Love  debate  over  process  

•  The  Intersec9on  

•  How  to  create  change  in  organiza9ons  to  get  what  we  need  

•  How  to  iden9fy  and  assess  our  own  orienta9on  and  skills  

What  we’ll  talk  about  

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Process  

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I  Hate  Process.  

Kill  Bill.  Mo9on  Picture.  Directed  by  Quen9n  Taran9no.  Miramax  Films,  2003.  

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I  Love  Process.  I  Hate  Process.  

Kill  Bill.  Mo9on  Picture.  Directed  by  Quen9n  Taran9no.  Miramax  Films,  2003.  

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So  what’s  the  right  answer?  

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So  what’s  the  right  answer?  

It  depends.  

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So  what’s  the  right  answer?  

It  depends.  .  .  .  like  anything  we  design.  

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When  7  out  of  10  Americans  were  

asked  about  the  last  9me  9me  they  

felt  they  “had  to  have”  a  product,      

it  was  due  to  design.  

Kelton  Research  Marty  Neumeier,  The  Designful  Company,  2009    

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47%  of  “rapidly  growing”  Bri9sh  

businesses  rank  design  first  among  

their  key  success  factors.  

Design  Council  study.    Marty  Neumeier,  The  Designful  Company,  2009    

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Gather  Assump9ons  &  Requirements  -­‐  Analyze  Compe99on  -­‐  Understand  Goals  &  Tasks  -­‐  Develop  Personas  &  Scenarios  -­‐  Build  Content  Model  -­‐  Design  Informa9on  Architecture  -­‐  Priori9ze  Features  -­‐  Design  Interac9on  –  Prototypes  &  Pa>erns  –  Validate  Usability          

Prepare  –  Understand  –  Render  –  Iterate  –  Test  -­‐  Enable    

Plan  –  Define  -­‐-­‐  Develop  –  Extend    

Discover  –  Define  –  Develop  –  Deliver    

Conceive  –  Plan  –  Make    

Iden9fy  the  Problem  -­‐  Iden9fy  Criteria  and  Constraints  -­‐  Brainstorm  Possible  Solu9ons  -­‐  Generate  Ideas    -­‐  Explore  Possibili9es  -­‐  Select  an  Approach  -­‐  Build  a  Model  or  Prototype  -­‐  Refine  the  Design    

Define  the  problem  -­‐  Gather  per9nent  informa9on  -­‐  Generate  mul9ple  solu9ons  -­‐  Analyze  and  select  a  solu9on  -­‐  Test  and  implement  the  solu9on    

Research  -­‐  Modeling  -­‐  Scenarios  -­‐  Framework  -­‐  Detailed  Design    

Discovery  &  Research  -­‐  Interac9on  Design  -­‐  Visual  Design  –  Engineering    

Ask  -­‐  Imagine  -­‐  Plan  -­‐  Create  –  Improve    Define  -­‐  Collect  -­‐  Brainstorm  and  Analyze  -­‐  Develop  -­‐  Feedback  –  Improve    

Research  &  Analysis  -­‐  Concept  –  Design  -­‐  Develop    

Analyze  -­‐  Create  -­‐  Test    

Understand  -­‐  Explore  -­‐  Ar9culate  –  Realize    Define  –  Design  –  Guide    

Analysis  -­‐  Design  -­‐  Implementa9on  –  Deployment    

Concept  -­‐  Prototype  -­‐  Validate  Internally  -­‐  Test  Externally  -­‐  Learn  from  User  Behavior  -­‐  Iterate    

Uncover  -­‐  Define  -­‐  Ideate  -­‐  Build  the  Concept  –  Design    

Inves9gate  –  Sketch  –  Build    

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Draw   Make  Think  

Illustra9on:  Brandon  Baselice  

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Define  problem  Define  business  goals  Research  users  Research  market  Conduct  compara9ve  analysis  Define  scope  

Think  

Illustra9on:  Brandon  Baselice  

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Imagine  what  could  be    Sketch  &Ideate    Refine  &  Detail  Build  consensus  Prototype  Test  &  Revise  

Draw  

Illustra9on:  Brandon  Baselice  

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Measure  Set  9meline  &  milestones  Build  Deliver  Extend  

Make  

Illustra9on:  Brandon  Baselice  

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Draw   Make  Think  

Illustra9on:  Brandon  Baselice  

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h>p://www.flickr.com/photos/piercepresley/69600192/  

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When  process  chafes  us  as  designers  it’s  a  sign  that  an  organiza9on  is              out  of  balance  with  one  of  these  three  key  ac9vi9es.    

 

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The  Organiza9on  

Think  D  

M   T  

M  

T  

D  

Draw   Make  

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The  Organiza9on  

Think  D  

M   T  

M  

T  

D  

Draw   Make  

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Think  D  

M   The  Organiza9on  

h>p://www.flickr.com/photos/lauggh/443244547/in/faves-­‐74877869@N05/  

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•  Over-­‐focus  on  data  &  proof  •  Lack  of  focus  on  the  outcome  •  Endless  discussions  about  strategy  •  Sense  that  the  team  is  looking  for  the  one  

true  perfect  –  &  provable  –  answer  

Think  D  

M   The  Organiza9on  

Indicators  

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•  Create  project  plan  •  Create  brief  with  team  •  Publish  plan  and  brief  •  Refer  to  plan/brief  regularly  •  Establish  guidelines  for  

“Research  project”  

Think  D  

M   The  Organiza9on  

Facilitates  Make   Facilitates  Draw  

•  Start  sketching!  •  Keep  sketching!  •  Test  •  Refine  

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The  Organiza9on  

Think  D  

M   T  

M  

T  

D  

Draw   Make  

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T  

M  

Draw  The  Organiza9on  

E.  Chris9na  Persson  

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T  

M  

Draw  

h>p://www.flickr.com/photos/richardmccoy/6379314895/  

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T  

M  

Draw  The  Organiza9on  

Indicators  

•  “I  know  it  when  I  see  it.”  •  Nonchalance  at  the  business  goal  and  the  

defini9on  phase.  •  Design  by  trial  &  error:  changing  

requirements  •  When  you  approach  finishing  the  design  

asympto9cally.  You  never  finish  the  details.  

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T  

M  

Draw  The  Organiza9on  

Facilitates  Think   Facilitates  Make  

•  Design  Studio  •  Steal  other  peoples’  

research  •  Ask  “How  do  we  know  

when  we  hit  the  mark?”  •  Ask  “Why”  five  9mes  

•  Set  design  milestones  •  Capture  the  tenets  and  

keep  referring  back  to  them  

•  Introduce  the  concept  of  phasing  

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The  Organiza9on  

Think  D  

M   T  

D  

T  

M  

Draw   Make  

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The  Organiza9on  T  Make  

D  

h,p://www.flickr.com/photos/dukejeffrie/17764144/in/faves-­‐74877869@N05/  

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The  Organiza9on  T  Make  

D  

Indicators  

•  Your  key  indicator  is  when  they  are  focused  on  produc9on,  and  don’t  leave  room  for  visioning.  

•  When  you  feel  like  you’re  taking  an  oral-­‐exam  on  what  you’ve  learned  up  to  that  point,  and  are  learning  nothing  new.  

•  When  drawing  is  not  specula9ve  •  There’s  no  9me  for  “what  if….?”  

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The  Organiza9on  T  Make  

D  

Facilitates  Think   Facilitates  Draw  

•  Collude  with  the  business  •  Sprint  Zero  (for  Agile)  •  Pull  the  differen9ators  into  

a  separate  environment  

•  Don’t  do  wireframes  •  Create  a  mini-­‐spec    •  Use  screenshots  as  starter  

to  explore  ideas  •  Ad-­‐hoc  sketch/whiteboard  

sessions  with  core  team  •  Proof-­‐of-­‐Concept  sprints  

(for  Agile)  

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Facilitates  Think  •  Design  Studio  •  Steal  other  peoples’  research  •  Ask  “Why”  five  9mes  •  Collude  with  the  business  •  Ask  “How  do  we  know  we  hit  the  mark?”  •  Sprint  Zero  for  vision  work  (Agile)  •  Pull  the  market  differen9ators  into  a  

separate  environment  

Illustra9on:  Brandon  Baselice  

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Facilitates  Draw  •  Start  sketching  &  keep  sketching  •  Test  &  refine  •  Don’t  do  wireframes  •  Mini-­‐spec  if  team  needs  some  guidance  •  Use  drawing  to  elucidate  the  not  yet  ar9culated  needs.  •  Ad-­‐hoc  sketch  sessions  with  core  team.  •  Use  screenshots  as  starter  to  explore  ideas    •  Use  latest  build  as  prototype  to  test  implemented  design  •  Proof-­‐of-­‐concept  sprint  to  enable  explora9on  (Agile)  •  Pull  the  market  differen9ators  into  a  separate  environment  

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Facilitates  Make  •  Create  brief  with  team  (via  kick-­‐off  with      

stakeholders  &  core  team).  •  Set  design  milestones,  or  even  overall  project  plan  •  Publish  plan  and  brief  •  Refer  to  plan  and  brief  regularly  (to  counter  changing  

requirements)  •  Capture  the  tenets  &  keep  referring  to  them  •  Introduce  concept  of  phasing  •  Establish  guidelines  for  a  ‘research  project’  

Illustra9on:  Brandon  Baselice  

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Enter  into  the  enemy’s  strengths    in  order  to  defeat  them  from  within.  

 Walter  Benjamin  

h>p://walterbenjaminportbou.cat/en/content/walter-­‐benjamin  

Page 38: I Hate Process. I Love Process. IXD12. Christina Persson & Joan Vermette

D  

M  

Engage  +  Guide  =  Balance    .  .  .  start  with  their  strength  

If  you’re  expected  to  bring  research  results  to  the  next  mee9ng,  bring  sketches  based  on  those  research  results.    

Think  

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T  

M  

Draw  Engage  +  Guide  =  Balance    .  .  .  start  with  their  strength  

Host  a  design  studio  to  gather  requirements  and  funnel  down  to  single  concept.  

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T  

D  

Make  Engage  +  Guide  =  Balance    .  .  .  start  with  their  strength  

Use  the  latest  build  as  a  prototype  and  put  in  front  of  users  to  uncover  user  needs.  

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So  what  about  you?  

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So  what  about  you?  

Are  you  a...  

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D  

Thinker  M   T  

M  

Draw   T  

D  

Make  

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D  

Think  M   T  

M  

Drawer   T  

D  

Make  

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D  

Think  M   T  

M  

Draw   T  

D  

Maker  

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•  When  you’re  on  a  project,  what  gives  you  that  sense  of  flow?  

•  Do  you  find  it  impossible  to  grasp  and  organize  details  un9l  you  have  a  sense  of  the  whole?    

•  Do  you  frequently  feel  “I  don’t  know  the  solu9on  un9l  I  see  it?”  

•  Do  you  find  it  hard  to  act  un9l  you  know  the  dates?    

Joan  Verme>e  

Page 47: I Hate Process. I Love Process. IXD12. Christina Persson & Joan Vermette

and  get  sucked  into  the  vortex.  

You  can  be  in  sync  with  the  organiza9on  

h>p://sc6.blogspot.com/2010/04/todays-­‐quote-­‐when-­‐was-­‐this-­‐quote-­‐made.html  

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You  can  be  out  of  sync  with  the  organiza9on  

And  feel  an  inordinate  amount  of  stress  

h>p://www.flickr.com/photos/photolosophybyruss/5465729022/  

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So  it’s  good  to  know  where  you  sit  

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So  it’s  good  to  know  where  you  fit  

And  know  where  you  need  to  grow.  

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Summary  •  The  Hate/Love  debate  

•  The  Intersec9on  – Do  the  designers  &  organiza9on  have  what  they  need?    

•  Iden9fy  +  Engage  +  Guide  =  Balance  –  Iden9fy  the  organiza9on  –  Engage  via  their  strength  – Guide  &  develop  weak  design  muscles  

•  Start  with  yourself  

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Tell  us  your  stories.      What  remedies  have  you  used  or  would  try?  What  struggles  are  you  facing?  What  are  your  successes?    

E.  Chris9na  Persson  [email protected]  @chris9na_xd  

Joan  Verme>e  [email protected]  @jayeffvee  

Thanks  to  Brian  Ling  (thinkdrawmake.com,  Design  Sojourn).  

Discussion  

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•  Think  –  Draw  –  Make.  Brian  Ling,  thinkdrawmake.com,  Design  Sojourn  •  Define  the  problem  -­‐  Gather  per9nent  informa9on  -­‐  Generate  mul9ple  solu9ons  -­‐  Analyze  and  select  a  solu9on  -­‐  Test  and  

implement  the  solu9on  [Industry  Ini9a9ves  for  Science  and  Math  Educa9on  (IISME)]  •  Research  -­‐  Modeling  -­‐  Scenarios  -­‐  Framework  -­‐  Detailed  Design  [Cooper's  descrip9on  of  their  process]  •  Discovery  &  Research  -­‐  Interac9on  Design  -­‐  Visual  Design  –  Engineering  [Boxes  and  Arrows]  •  Ask  -­‐  Imagine  -­‐  Plan  -­‐  Create  –  Improve  [EiE:  Engineering  is  Elementary]  •  Define  -­‐  Collect  -­‐  Brainstorm  and  Analyze  -­‐  Develop  -­‐  Feedback  –  Improve  [Chicago  Architecture  Founda9on]  •  Research  &  analysis  -­‐  Concept  -­‐  Design  –  Develop  [Konigi.  Note,  every  cycle  here  has  analyze  -­‐  create  –  test]  •  Understand  -­‐  Explore  -­‐  Ar9culate  –  Realise  [Meld  studios]  •  Analysis  -­‐  Design  -­‐  Implementa9on  –  Deployment  [UPA]  •  Gather  Assump9ons  &  Requirements  -­‐  Analyze  Compe99on  -­‐  Understand  Goals  &  Tasks  -­‐  Develop  Personas&  Scenarios  -­‐  Build  

Content  Model  -­‐  Design  Informa9on  Architecture  -­‐  Priori9ze  Features  -­‐  Design  Interac9on  -­‐  Prototypes  &  Pa>erns  -­‐  Validate  Usability.  [Peter  Merholz,  peterme.com  2002.]  

•  Concept  -­‐  Prototype  -­‐  Validate  Internally  -­‐  Test  Externally  -­‐  Learn  from  User  Behavior  –  Iterate  [Jeff  Gothelf]  •  Conceive  -­‐  Plan  –  Make  [Richard  Buchanan]  •  Define-­‐  Design  –  Guide  [Joan  Verme>e]  •  Plan  -­‐  Define  -­‐  Develop  –  Extend.  [Russ  Unger]  •  Prepare  –  Understand  –  Render  –  Iterate  –  Test  Enable[(Purite  Process,  Russ  Unger]  •  Discover  –  Define  –  Develop  –  Deliver  [Bri9sh  Design  Council]  •  Inves9gate  –  Sketch  –  Build  [Chris9na  Persson]  •  Iden9fy  the  Problem  -­‐  Iden9fy  Criteria  and  Constraints  -­‐  Brainstorm  Possible  Solu9ons  -­‐  Generate  Ideas    -­‐  Explore  Possibili9es  -­‐  

Select  an  Approach  -­‐  Build  a  Model  or  Prototype  -­‐  Refine  the  Design.  [NASA]  •  Uncover  -­‐  Define  -­‐  Ideate  -­‐  Build  the  Concept  –  Design  [David  Armano]  •  Design  process  visualiza9on.  [David  Armano]  

Sources:  Models  of  the  Design  Process  


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