1 Contextual Inquiry Interpret the data as a team to capture key issues and activities Interpretation Session 2 Consolidate data across customers for a full market view Experience Models & Affinity Diagramming 3 Generate new products & the next product concepts steeped in data Visioning & Cool Drilldown 4 Define & Validate Concepts Define system structure, function, content and user interaction Interaction Patterns & User Environment Design 6 Mock up the interface to validate direction and UI with customers Paper Prototype Interviews 7 Design and test the final look; base stories on validated function Visual Design & Agile Stories 8 Work out the details of particular tasks and roles Storyboards 5 1
1 Contextual Inquiry Interpret the data as a team to capture key issues and activities Interpretation Session 2 Consolidate data across customers for a full market view Experience Models & Affinity Diagramming 3 Generate new products & the next product concepts steeped in data Visioning 4 Define & Validate Concepts Define system structure, function, content and user interaction Interaction Patterns & User Environment Design 6 Mock up the interface to validate direction and UI with customers Paper Prototype Interviews 7 Design and test the final look; base stories on validated function Visual Design & Agile Stories 8 Work out the details of particular tasks and roles Storyboards 5 1
With a remote twist The teamwork is the same ▪ With more structure in the meetings Simultaneous collaboration tools are a must ▪ And everyone needs to have them ▪ Including the customer
be used for hours with up to 20 people ▪ Shared by team members and customers alike worldwide Simultaneous Collaboration Tools ▪ Google docs and sheets ▪ Miro – a collaborative whiteboard ▪ Figma for prototyping Multiple devices ▪ Computer – phone – tablet – stylus or pen for tablet ▪ Expect to have more than one device logged in per person ▪ Big and multiple screens will help
an existing tool, website, app, process with a focused purpose ▪ Exploring a new role you know matters or an adjacent process with your users ▪ Exploring a new market one role at a time with rolling integration What is small? 6-8 users with ▪ 1-2 job types looking at a common activity ▪ Working in 1-2 work/consumer contexts or company/lifestyle types ▪ Balance gender and age as relevant to the business target Want something bigger? Plan rolling mini-projects ▪ Interview, interpret and consolidate in chunks ▪ Vision and start some design components to get feedback on ▪ Do another role or two and integrate the data ▪ Vision again and adjust and repeat
Gathering detailed information about the target practice ▪ In the location people do the activity ▪ Through observation and discussion Guided by principles to run the interview ▪ Context: Go to the user; see the activity in-situ ▪ Focus: Guide the discussion with your project purpose ▪ Partnership: Let the user lead the conversation ▪ Interpretation: Share your hypotheses; challenge your assumptions
apps used on-line – but get a wider view too ▪ “See” dropping in” by phone, text, Slack, chat… Electronics or appliances can be “seen” at home ▪ Use the phone to “see” their home, kitchen, wires, family activities ▪ Have them send photos Manufacturing/warehouse work can be “seen” ▪ Share work done in an on-line tool ▪ Use a phone to “see” layout, machinery, forms… ▪ Have them send photos and screen captures
An artifact all can see when co-creating Clear criteria for goodness A small number of people to ensure airtime Moderators when more than 3 people Rules of engagement defining interaction values
interview ▪ Notes and models Focused only on one interview at a time Interpret as a group of 2 to 4 ▪ Depending on the number of models Complete within 48 hours of the interview – 24 is better Notes capture ▪ Key issues, design ideas and questions
in order ▪ All participants ask for clarification or share design ideas Notetaker captures data in Google docs ▪ Docs is better to see the note than sheets ▪ Then transfer to Sheets to build Affinity ▪ It’s collaborative now – but don’t use 2 notetakers Modelers capture model notes in Miro ▪ In the appropriate model template Facilitator ensures all participate
activities for the target activity ▪ Captures how people use different places and devices – and the amount of time they spend on it. Identity Model ▪ Characterizes the target population ▪ Reveals key identity elements to support ▪ Shows sources of pride, self-esteem, and values Day in the Life Identity Model
Collaboration Model ▪ Shows how people interact to do the activity. Relationship Model ▪ Reveals how relationships influence the person doing the activity Collaboration Relationship
to hook people ▪ For industrial and visual design Task analysis and sequence models ▪ Drive low level design and storyboarding ▪ Or usability fixes Sensation Board
more models you use, the wider understanding is captured ▪ But it takes more time Get the right data during the Contextual Interview ▪ Collect the appropriate data for the model in the field interview ▪ Day in the Life: Walk through the last few days of the activity capturing stories that include place, time spent, device, information for each event Interpretation Session ▪ Capture model data and notes simultaneously ▪ Use the model template to capture model data Day in life U1 Home In the World Commute Work Commute
for each user with user number ▪ All listen for the model data and point it out ▪ Modeler writes stories or quotes on a note ▪ Put it in the right section of the template for that user ▪ Team checks the models as they are built to be sure all is captured
up a note ▪ Others add similar notes based on note content Name the themes and issues ▪ Express the issue in voice of customer ▪ Create blue note labels for columns Find the structure ▪ Group blue labels into pinks themes ▪ Group pinks labels into green high-level stories U03-15 Makes a distinction between simple place they sleep for one night vs resort with all the activities they want U04-49 Used map of Amalfi coast on iPad to look at little towns in area to decide which to research U05-36 Where they stay needs a fridge so they can save some money on food and eat in the room U03-8 Researches new places on hotels.com to see if they have right combination of price and amenities. U07-17 She starts at TripAdvisor because it gives a good overview of what to do in an area U04-59 Considers size of possible rental places, photos, location in town, and reviews U04-58 After looking at town in Amalfi Coast in Google maps, went to vrbo.com to see if there were nice places to rent there First I choose a place then research what activities I can do there I have a list of things to look for when choosing a place I don't choose a destination until I check out available accommodations Activities and accommodations drive planning Travel research and planning
the same process ▪ Use video to see each other and talk during building • Use a team of 4-8 ▪ Build with 4-5 users to start (200-400 notes) • Add additional users 2-3 at a time ▪ Set up Miro with 30 rows across and build in 2 layers
the problem Assign a 2-person team to each model consolidation ▪ Use a voice channel and appropriate collaborative tool Copy over key notes/stories from the actuals ▪ Identify sub-areas and themes within them ▪ Places in the home, at work, in the world Choose: Pick the best to keep ▪ Check other actuals for better stories Write up best stories and section text ▪ Using “I” language Make it beautiful! ▪ Put it in a presentation template for use
– from data to design ideas ▪ Individuals silently put design ideas on the Affinity in Miro – so no video needed ▪ Work individually without discussion over 1-2 days before visioning ▪ Put DI’s near the blue, pink, or green label it addresses Walk the models second ▪ Put DI’s on the parts of the model structure Make lists to focus the vision ▪ Gather in a synchronous video meeting to “make lists” right after the wall walk ▪ User Issues – technology to use – Hot ideas captured in a Google Doc or on Miro board ▪ Notetaker types while people contribute in a round robin format ▪ Don’t put your ideas in separately – hearing others helps create a shared understanding
flesh out cases from the data ▪ Evaluate afterwards to free creativity ▪ Create multiple visions Make the story real ▪ Who am I? What am I doing? ▪ Weave technology into the story ▪ Synthesize it as you tell the story ▪ Let the story drive the technology together
allow for airtime ▪ 4-6 participants in addition to the Pen ▪ With a larger group start together then work in parallel teams on different vision themes Vision teams talk to the Pen building on the emerging story ▪ Use a video channel for each vision team
Miro ▪ Display visions side-by-side Present each vision ▪ Then capture +’s and –’s Notetaker captures response ▪ Capture +’s before –’s ▪ In text boxes next to the vision ▪ Use a Round Robin format Participants generate DI’s to overcome -’s ▪ Put DI note on the vision after evaluation + • Works for the user • Easy to implement • Fits the organization • Supports good principles of design and Cool Concepts • Sales point - • Doesn’t work for the user • Hard to implement • Creates organizational difficulties • Violates good design and Cool Concepts
1 Contextual Inquiry Interpret the data as a team to capture key issues and activities Interpretation Session 2 Consolidate data across customers for a full market view Experience Models & Affinity Diagramming 3 Generate new products & the next product concepts steeped in data Visioning & Cool Drilldown 4 Define & Validate Concepts Define system structure, function, content and user interaction Interaction Patterns & User Environment Design 6 Mock up the interface to validate direction and UI with customers Paper Prototype Interviews 7 Design and test the final look; base stories on validated function Visual Design & Agile Stories 8 Work out the details of particular tasks and roles Storyboards 5 1
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