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Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern Fried Agile, 15 October 2015 Build the right thing: User-Centered Agile in a Highly Regulated Business Mark Ferencik [email protected] Paul Smith [email protected]

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Page 1: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Hijack your project gating process:

User Centered Agile in a highly regulated corporation

June 2015

Presented by Mark Ferencik and Paul Smith

Southern Fried Agile, 15 October 2015

Build the right thing:

User-Centered Agile in a Highly Regulated Business

Mark [email protected]

Paul [email protected]

Page 2: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Why Blended Agile?

Copyright 2015 – Paul M Smith, Mark Ferencik 2

• Our background

• How Blended Agile emerged

• Why our organization embraces it

• The benefits of the approach

Page 3: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Blended Agile

Copyright 2015 – Paul M Smith, Mark Ferencik 3

Just enough detail to avoid refactoring

Development model that plans for change

Gate 2Gate 1

-25%/+75% +/-10%

Page 5: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Success Rates of Software projectsDoes agile adoption increase software project success?

Copyright 2015 – Paul M Smith, Mark Ferencik 5

The success and failure rates of software projects according to The Standish Group’s industry survey (1994; 2012)

– Successful projects – delivered on-time, on-budget, and with the planned features. – Challenged projects – either: over time, over budget, or lacking features. – Failed projects – the project was abandoned.

Success16%

Failed31%

Chal-lenged53%

1994

Success14%

Failed29%

Chal-lenged57%

2012 Waterfall

Success42%

Failed9%

Chal-lenged49%

2012 Agile

Page 6: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

I did exactly what they told me to do!Is this a successful project?

Copyright 2015 – Paul M Smith, Mark Ferencik 6

From CakeWrecks.com

Page 7: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

The high cost of refactoring

Copyright 2015 – Paul M Smith, Mark Ferencik 7

Taskmap Notes

Sketching

Mockup

Code

8x 8x 8x

$1 $8 $64 $512

Page 8: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Is Agile created software more useful?Use of Features & Functions

8

Standish Group Chaos Report: Study of 2000 projects at 1000 companies. 2002Standish Group Chaos Manifesto 2013

Used20%

Never Used50%

Rarely30%

2013Always

7%

Never Used45%

Rarely19%

Some-times16%

Often13%

2002

Features & functions actually used went down!

Page 9: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

How did we get a large risk averse IT organization to move to Agile principles?

Copyright 2015 – Paul M Smith, Mark Ferencik 9

600+ pages

Over 5 lbs!

Page 10: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Has Agile jumped the shark?

10

Page 11: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Are you listening to the right people?

Copyright 2015 – Paul M Smith, Mark Ferencik 11

That’s all well and good, but

here’s what the users

really want …

Have you spoken to your actual customers?

Page 12: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Gemba – Go to the real work

– What do they really do?

– What are the impacts of their environment?

– Build a connection with them so you understand them and they trust you.

Copyright 2015 – Paul M Smith, Mark Ferencik

Page 13: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Gather information from actual users:The Task Directed Protocol

Task Directed Protocol

What do you think is working well?

What are the most important things to change about the current process/tool?

Are there any key things you think we should keep in mind as we move forward?

Would you be willing to participate in the future

Thank you for your time

Task Description

Who’s it for?

What business

need does it solve?

How often

do you do

this?

How importan

t is it? (1-

5)

Create a contract propo

Contract review team

Let’s the company evaluate the best

weekly

5

Update the prop

Contract review team

Records the contract

weekly

5

Task Directed Protocol“Tell me what you do. Pretend I’m your neighbor

Don’t assume they are using a term the way you

How many others do what you do?

Any other high level questions you need to know

Task Directed Protocola) “Tell me what you do. Pretend I’m your

neighbor who does not understand the jargon.”

Task Directed Protocola) “Tell me what you do. Pretend I’m your

neighbor who does not understand the jargon.”

Task Directed ProtocolTask Details and follow up questonsFollow up question 1Follow up question 2Follow up question 3

Interview questions Task List Task Details Wrap up

•Introduction•Frame the discussion •What is your job (pretend I’m a neighbor who doesn’t know the jargon)•How many others?

•Gather list of the tasks they do in the frames topic•Measure frequency and importance•Who is it for?•What business need is accomplished?

•One per task (stack at your disposal)•Capture the path•Decisions along the way•Critical data used for completing the task.

•Open questions to gather any broad feedback.•What works well?•What doesn’t?•Ask for their involvement on future steps.•Capture benefits

Page 14: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern
Page 15: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

How many people is enough to usability test a design? Five (but it depends on how frequently the problem occurs)

Copyright 2015 – Paul M Smith, Mark Ferencik 15

• Percentage of usability problems discovered while testing on an individual basis• Nielsen advocates that 5 is enough • Jeff Sauro explains it depends on the frequency that the problem occurs.

Page 16: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Structure of a taskmap

Account Manager

Develop account strategy

User group 2 User group 3 User group 4

Need Need Need

Task 1 to meet the need

Task 1 to meet the need

Task 1 to meet the need

Task 2 to meet the need

Task 2 to meet the need

Task 2 to meet the need

Task 3 to meet the need

Need

Task 1 to meet the need

Task 2 to meet the need

Agile User Story format: As a [user] I need to [task] so that I can [need].

Taskmapping breaks apart the stories to understand the flows and relationships.

Need

Task 1 to meet the need

Task 2 to meet the need

Need

Task 1 to meet the need

Task 2 to meet the need

Task 3 to meet the need

Order of needs

Identify goals of the account from account’s perspective

Identify key people to achieve goal of opportunity

Tactics of actions to achieve the goals over next 12 months

Ord

er o

f tasks p

er n

ee

d

Page 17: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Copyright 2015 – Paul M Smith, Mark Ferencik

Sketchboarding

Page 18: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Test a mockup with real users as early as possible

– Users are 5x more likely to fail a task if they don’t find the right path the first time.

– Most significant usability problems are connected to the navigation structure which a quick mockup will flush out.

http://www.measuringu.com/blog/first-choice.php

Page 19: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Intuitive solutions increase use over time and decrease long term costs of replacing solutions

We gladly use this

We avoid this

– Copyright 2015 – Paul M Smith, Mark Ferencik

Page 20: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

Val

ue

Time

Scrum

Ideal

Blended Agile

Working with an ideal goal in mind

UnusedFeatures

– `

Copyright 2015 – Paul M Smith, Mark Ferencik

Page 21: Hijack your project gating process: User Centered Agile in a highly regulated corporation June 2015 Presented by Mark Ferencik and Paul Smith Southern

We Can Change The BalanceMaximum Use of Features & Functions

Copyright 2015 – Paul M Smith, Mark Ferencik 21

Standish Group Chaos Manifesto 2013 Agile Manifesto 2001

Used20%

Never Used50%

Rarely30%

2013

Used75%

Rarely25%

Our Goal

 "Simplicity–the art of maximizing the amount of

work not done–is essential."