ux & design thinking for bi applications

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UX & Design Thinking for BI ApplicationsThe Subtle Psychology for Process Innovation

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What we’ll cover in this session:• UX Research and Design Thinking – A Holistic Process for Success

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UX & Design Thinking

Why this is important to you:• We’re consistently expected to do more with less• We need to uncover creative opportunities to help

business grow• Your customers are desperate for you to guide them• Business isn’t getting easier – it gets tougher every day• It’s modular, achievable, and consumable

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How it enhances what you currently do:• It gives both you and your customer identifiable artifacts• It’s highly customizable, but retains a structure• It gives you increased partnering leverage• It provides a holistic view of the project/s• It can help your stakeholder and/or users to positively

identify what they want and need

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UX = User Experience = WHAT, WHO, WHY• feeds the design of the UI • users, roles, data, business, objectives, challenges/problems• 85% research, independent of application platform

Design Thinking = A Systematic Approach within UX Process• articulate the challenge from the UX research

• can be for multiple use cases or personas• team approach, interactive, immersive• uses techniques like brainstorming & brainwriting

• start wide and then focus down• ideas to rapid prototyping• presentations to stakeholders and users• Gather – Analyze – Refine - Produce


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Users don’t see your UX research and they don’t see your wireframes.

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They see and interact with your presentation layer – the face of your WebFOCUS application.

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ContextSome courses being offered around the US on UX Design and Design Thinking:

• UX Design• Coursera• Springboard• DesignLab• CareerFoundry• UXPin• UXMastery• General Assembly

• Design Thinking• Stanford• IDEO U• UVA• MIT• General Assembly• School of Visual Arts• Lynda.com• Northwestern


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The Goal: Design and build an application that makes life easier for users. The experience should be effortless and enjoyable.


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Peter Morville’s User Experience Honeycomb

“Information Architecture”

This is how EVERY user measures your application/dashboard/infoapp.

Parts of this are used in EVERY interview I do and should become an integral part of your process.

*My interview documents are available to you as a starting point.


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• Interview with empathy• Treat data like gold• Be ruthlessly accurate but

allow for adjustments• Always, always, always put the

needs of the user first

The BI & Analytics Mastermind Approach:


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When we design and build BI & Analytics applications for our users, we:• Provide much needed structure through our technical

expertise (UX/UI, data archeology, strategy, product)• Give them a personal productivity system• Enable them to help the business grow• Enable THEM to grow


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Experienceis about expectations.

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Six Facets of UX Design

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INNOVATIONvs

STAGNATION


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INNOVATION STAGNATION

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“Design-thinking firms stand apart in their willingness to engage in the task of continuously redesigning their business…to create advances in both innovation and efficiency—the combination that produces the most powerful competitive edge.”—Roger Martin, author of the Design of Business*

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APPROACHGather – Analyze – Refine -Produce

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UX & Design Thinking - Approach

“Our mandate was to create products, but

also to enable nimble innovation.” Dave Cronin – Executive Design Director, GE

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• Research – get clear on problems and objectives– UX Project Blueprint – available zip file– UX User Research Blueprint – available zip file

• Do a Design Thinking work session (or several)– cross-functional team if possible– commit up to a full day

• Wireframes– Hand sketches/whiteboard sessions– Illustrator/Photoshop/Axure/etc– App Studio HTML5 Canvas rapid prototyping


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Why do we do UX research? Why do we spend the time to interview many people, dig into the data, create wireframes and mockups? Why do we build a team and do five hours of design thinking?


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SO THAT WE DON’T WASTE

TIME AND MONEYBUILDING THE WRONG THING.


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Simple Four Step Process

Successful projects


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Fail Early! Build the right thing.


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RESEARCHEmpathy – Primary Questions – Guided Discovery

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Three Major Components

The Data• Where is it, what is it, and how do we access it?• How does it support our users’ needs?

The Users• Who are they and what do they need?

The BI System• How do I use it?• Does it make my life easier?

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First Step in Project Research- with a stakeholder.This gives you:• Input for defined problem

statement• Project deliverables• Interview process direction• Hurdles/hills/obstacles• Goal

• monitor, insight, optimize, monetize, transform


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UX & Design Thinking - Research

What do you need?

Are you striving to innovate?If “yes”, ask to have current steps outlined.

What does success look like?

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What does success look like?Get their idea first, then discuss with team for your version.

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Second Step in Project ResearchThis gives you:• Specific user input• Direction for data archeology• Quantifiable sentiment• Holes & gaps to design out• Possible workflow bottlenecks• True design thinking cross-

function access via the different user roles


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Pain points

Get their Excel files

1-10 scale for charting

What does it take youright now to do your job?

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A B


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A BI have seen this.


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A B


Design Thinking sessions can alleviate this problem.

Personas:Role stories that give a face to a user.


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DATA ARCHEOLOGYIndiana Jones at the Keyboard


Data ArcheologyThe art and science of discovering truths hidden within our data. Further, it is the practice of learning how to combine disparate data-points to reveal ever greater insights that will help us run our business and grow to a position of leadership.


Overview from the stakeholder interviews.

With individual users:• Send me the Excel spreadsheets you work from• Walk me through them --- “Why is that important to you?”• Start to define their data journey

Basics First:

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DESIGN THINKINGA Problem Solving Protocol

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Design ThinkingConsiders all angles of a clearly defined problem, with an attitude of open dialogue, always including brainwriting sessions that diverge, shifting to focused convergence to narrow possible solutions, then prototyping and testing until complete.


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McKinsey:“Design oriented companies have outperformed all others over the last 10 years.”


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Stanford:• Organizational Psychology

of Design Thinking• Design Thinking Studio• Reshaping Engineering

Culture with Design Thinking


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IBM:IBM Design Thinking – unveiled at the O’Reilly Design conf in San Francisco this year• www.ibm.com/design/thinking

UX – Design Thinking

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This should be you – working sideby side with your customer,guiding them through this essentialdiscovery process.

This is the ultimate partnering approach and will allow you to gaindeeper trust.

This is a holistic approach because it defines the customer needs that guide application design and development.

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YOU:• Define the problem to be solved

• Use the two blueprints and do the research

• Gather a cross-functional team*• Sales, programming,

marketing, product• Ideate, prototype, test - repeat


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Peter Drucker once said that business has two main functions:marketing and innovation.

UX – User Experience Design

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Peter Drucker once said that business has two main functions:marketing and innovation.


I’m encouraging you to be innovative.

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“The best creative thinking happens on a company’s front lines. You just need to encourage it.”


Roger Martin, Former Dean of the Rotman School of Management

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“The best creative thinking happens on a company’s front lines. You just need to encourage it.”


Roger Martin, Former Dean of the Rotman School of Management

I’m encouraging you to be creative thinkers.

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Wrap up:• Get your interview blueprints• Keep an open mind• Always, always, always, put the user first• Get into a Design Thinking Bootcamp


ux & design thinking for bi applications

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