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Copyright © 2012-2013 Brilliant Experience
Implementing LeanUX:
The practical guide to lean user
experience
John Whalen
UX Lead & Founder, Brilliant Experience
VP, UXPA-DC
#leanux #uxpa2013@johnwhalen
Welcome	 to	 
SUNNY
Washington,	 DC
Welcome	 to	 
SUNNY
Washington,	 DC
Copyright © 2012-2013 Brilliant Experience
Meet Brilliant Experience
User Insights Strategy & Ideation User Experience
John tell me more about yourself,
it is all so fascinating!
Copyright © 2012-2013 Brilliant Experience
Agenda
‣ Introduction to Lean UX
‣ Most successful Lean UX Pattern for Startups and Enterprise
‣ Secrets to implementing Lean UX (Strategy is the secret sauce)
‣ Common challenges and questions
‣ Leave after lunch for Segway tour of Washington
Copyright © 2012-2013 Brilliant Experience
We find that many clients:
- know they’ve got a market for a product
- have limited UX/design capabilities
- were developing something that users didn’t really want
- need to move faster, (not slower) while introducing UX
Copyright © 2012-2013 Brilliant Experience
How do we “cross the chasm”?
User Insights
Great Experience,
Successful Product
Insert
Magical
Process
Here
Not recommended
Hard to find
Try this
Copyright © 2012-2013 Brilliant Experience
To help you understand what “this” is,
let’s play ‘Name that Methodology’
Copyright © 2012-2013 Brilliant Experience
1 2 3 4
Empathize with
the audience you
are designing for.
Brainstorm
possible designs
Build a representation
of one or more of your
ideas
PrototypeIdeateResearch
Test your ideas for
feedback
Test
Copyright © 2012-2013 Brilliant Experience
Empathize with
the audience you
are designing for.
Brainstorm
possible designs
Build a representation
of one or more of your
ideas
PrototypeIdeateResearch
Test your ideas for
feedback
Test
Design
Thinking
1 2 3 4
Copyright © 2012-2013 Brilliant Experience
Design Thinking
Copyright © 2012-2013 Brilliant Experience
Build
1
Measure
2
Learn
3
Copyright © 2012-2013 Brilliant Experience
Build
1
Measure
2
Learn
3
Lean
Startup
Copyright © 2012-2013 Brilliant Experience
Lean Startup
Copyright © 2012-2013 Brilliant Experience
User Stories
1
Design &
Develop
2
Feedback
3
Copyright © 2012-2013 Brilliant Experience
User Stories
1
Design &
Develop
2
Feedback
3
Agile
Copyright © 2012-2013 Brilliant Experience
Agile
Copyright © 2012-2013 Brilliant Experience
What about LeanUX?
LeanUX...
Copyright © 2012-2013 Brilliant Experience
LeanUX...
Copyright © 2012-2013 Brilliant Experience
Two key points
Copyright © 2012-2013 Brilliant Experience
1. Must balance business & user needs
Copyright © 2012-2013 Brilliant Experience
2. Iteration improves the product
That’s all swell John, but what was
common to LeanUX solutions for
startups and large enterprises?
Copyright © 2012-2013 Brilliant Experience
The secret lies in the strategy
#leanux #uxpa2013@johnwhalen
Copyright © 2012-2013 Brilliant Experience
Getting strategy right helped to properly frame
all the subsequent rapid design work.
Copyright © 2012-2013 Brilliant Experience
Get internal focus on
what matters and
prioritize business
goals.
Prioritize your
audiences, define
them and the
scenarios in which
they would use your
product.
Brainstorm ways to
satisfy 1 & 2.
IdeationAudience NeedsBusiness Needs
Flesh out best ideas.
Get stakeholders on
board with conceptual
model.
Sketching
Strategy Session
1 2 3 4
CEO: I know you had an agenda, but
let’s just sketch our ideas anyway...
Copyright © 2012-2013 Brilliant Experience
Warm Up: Elevator Pitch
For
who
UXPA is a
that
Unlike
UXPA
(target customer),
(customer need),
(market category)
(one key benefit).
(competition),
(unique differentiator).
Copyright © 2012-2013 Brilliant Experience
Warm Up: Elevator Pitch
For
who
UXPA is a
that
Unlike
UXPA
(target customer),
(customer need),
(market category)
(one key benefit).
(competition),
(unique differentiator).
UX Pros
idea
Students Sponsors
Prof Dev Education
Networking
Collaboration
Professional
Org
Bring people
together
One stop
shop
Support the
profession
SIG CHI
IxDA
Copyright © 2012-2013 Brilliant Experience
Copyright © 2012-2013 Brilliant Experience
Business Goals
Copyright © 2012-2013 Brilliant Experience
Business Goals for _____________
‣ Write down business goals independently
‣ Prioritize through collaborative discussion
‣ Examples:
- Make us all rich! Ka ching!
- Totally wow users!
- Create (opportunity) that provides great value to customers.
- Drive (user behavior) by (strategic design goal). text
text
text
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 1:
Get the stakeholders aligned on prioritized business goals.
#leanux #uxpa2013@johnwhalen
Copyright © 2012-2013 Brilliant Experience
Personas
Copyright © 2012-2013 Brilliant Experience
Prioritize Personas
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 2:
Prioritize personas.
#leanux #uxpa2013@johnwhalen
Just a quick sketch
No detailed persona exercise.
This is LeanUX!
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 3:
Sketch personas, don’t over think them.
#leanux #uxpa2013@johnwhalen
Copyright © 2012-2013 Brilliant Experience
Scenarios & Journey Mapping
What motivates your persona?
What motivates your personas?
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 4:
Focus on the experience journey.
#leanux #uxpa2013@johnwhalen
Copyright © 2012-2013 Brilliant Experience
Ideation & Sketching
Copyright © 2012-2013 Brilliant Experience
Quantity over visual
quality. The more
ideas the better.
Sell your concept to
the group.
Using prioritized user
scenarios and
business needs.
CritiquePresentIdeate
Creatively based on
feedback.
Refine
The Process
1 2 3 4
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 5:
Debate design direction alternatives early in the process.
•  Agreed&upon&conceptual&
direc0on&
•  Include&wall&with&pictures&
•  Liked&that&this&would&vary&
between&user’s&stated&
interests&and&related&things&
(think&Pandora)&
•  Like&the&faces.&&Need&to&
include&way&to&acknowledge&
new&members&
•  Need&to&emphasize&who&has&
viewed&your&profile,&or&liked&
your&content&
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 6:
Develop conceptual model with stakeholders, not the design.
Copyright © 2012-2013 Brilliant Experience
Rapidly Iterate Design
Copyright © 2012-2013 Brilliant Experience
Rapidly Iterate Design
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 7:
Rapidly iterate design.
#leanux #uxpa2013@johnwhalen
Copyright © 2012-2013 Brilliant Experience
Rapidly Iterate Design
Rapidly iterate (all of this in a week),
but share/test with stakeholders, potential users, etc.
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 8:
Share broadly. Be attentive to internal feedback.
#leanux #uxpa2013@johnwhalen
Copyright © 2012-2013 Brilliant Experience
Usability Testing
63
64
Why is this
empty?
What is a past
hosted events?
Why is the nav so
complicated?
Feels awfully beige
for a fun app.
Is this where I
start?
How do
explore
features and
FAQ differ?
Will drafts show invitations
or greetings or polls?
Copyright © 2012-2013 Brilliant Experience
More Content, Less Navigation
Copyright © 2012-2013 Brilliant Experience
Rapidly Iterate & Test
What are you using?
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 9:
Test continuously.
#leanux #uxpa2013@johnwhalen
Copyright © 2012-2013 Brilliant Experience
User Experience Design
Copyright © 2012-2013 Brilliant Experience
Design Matters
Copyright © 2012-2013 Brilliant Experience
LeanUX Secret 10:
Take the time to produce brilliant experiences
(by not trying to accomplish too much)
#leanux #uxpa2013@johnwhalen
Copyright © 2012-2013 Brilliant Experience
Common challenges to LeanUX
Copyright © 2012-2013 Brilliant Experience
Things we don’t recommend:
- The “genius designer” mentality within the UX Team
- Only periodic design / development interaction
- The executive swoop down (aka hijack)
- The anti-cheerleader who says “No we can’t!”
Copyright © 2012-2013 Brilliant Experience
Let’s Review
Copyright © 2012-2013 Brilliant Experience
LeanUX Secrets
1. Get the stakeholders aligned on prioritized business goals.
2. Prioritize personas.
3. Sketch personas, don’t over think them.
4. Focus on the experience journey.
5. Debate design direction alternatives early in the process.
6. Develop conceptual model with stakeholders, not the design.
7. Rapidly iterate design.
8. Share broadly. Be attentive to internal feedback.
9. Test continuously.
10. Take the time to produce brilliant experiences.
Copyright © 2012-2013 Brilliant Experience
Is he done?
Copyright © 2012-2013 Brilliant Experience
Common Questions
1. Does this work for a company like mine (Startup, Enterprise, Gov, etc.)?
2. What was the composition of the most successful UX teams?
3. How did the process differ between Startups and Large Enterprises?
4. How did the Design Studios work?
5. When/how did you test prototypes with users?
6. How much functional documentation (e.g,. Spec.) did the client need?
7. How does this work in an Agile development process?
8. What are the risks/benefits of a LeanUX approach vs. waterfall?
9. Can you do this on a fixed budget and timeline?
John Whalen
@johnwhalen
User Research Strategy User Experience
BrilliantExperience.com

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Implementing Lean UX: The Practical Guide to Lean User Experience

  • 1. Copyright © 2012-2013 Brilliant Experience Implementing LeanUX: The practical guide to lean user experience John Whalen UX Lead & Founder, Brilliant Experience VP, UXPA-DC #leanux #uxpa2013@johnwhalen
  • 4. Copyright © 2012-2013 Brilliant Experience Meet Brilliant Experience User Insights Strategy & Ideation User Experience
  • 5. John tell me more about yourself, it is all so fascinating!
  • 6. Copyright © 2012-2013 Brilliant Experience Agenda ‣ Introduction to Lean UX ‣ Most successful Lean UX Pattern for Startups and Enterprise ‣ Secrets to implementing Lean UX (Strategy is the secret sauce) ‣ Common challenges and questions ‣ Leave after lunch for Segway tour of Washington
  • 7.
  • 8. Copyright © 2012-2013 Brilliant Experience We find that many clients: - know they’ve got a market for a product - have limited UX/design capabilities - were developing something that users didn’t really want - need to move faster, (not slower) while introducing UX
  • 9. Copyright © 2012-2013 Brilliant Experience How do we “cross the chasm”? User Insights Great Experience, Successful Product Insert Magical Process Here
  • 13. Copyright © 2012-2013 Brilliant Experience To help you understand what “this” is, let’s play ‘Name that Methodology’
  • 14. Copyright © 2012-2013 Brilliant Experience 1 2 3 4 Empathize with the audience you are designing for. Brainstorm possible designs Build a representation of one or more of your ideas PrototypeIdeateResearch Test your ideas for feedback Test
  • 15. Copyright © 2012-2013 Brilliant Experience Empathize with the audience you are designing for. Brainstorm possible designs Build a representation of one or more of your ideas PrototypeIdeateResearch Test your ideas for feedback Test Design Thinking 1 2 3 4
  • 16. Copyright © 2012-2013 Brilliant Experience Design Thinking
  • 17. Copyright © 2012-2013 Brilliant Experience Build 1 Measure 2 Learn 3
  • 18. Copyright © 2012-2013 Brilliant Experience Build 1 Measure 2 Learn 3 Lean Startup
  • 19. Copyright © 2012-2013 Brilliant Experience Lean Startup
  • 20. Copyright © 2012-2013 Brilliant Experience User Stories 1 Design & Develop 2 Feedback 3
  • 21. Copyright © 2012-2013 Brilliant Experience User Stories 1 Design & Develop 2 Feedback 3 Agile
  • 22. Copyright © 2012-2013 Brilliant Experience Agile
  • 23. Copyright © 2012-2013 Brilliant Experience What about LeanUX?
  • 25. Copyright © 2012-2013 Brilliant Experience LeanUX...
  • 26. Copyright © 2012-2013 Brilliant Experience Two key points
  • 27. Copyright © 2012-2013 Brilliant Experience 1. Must balance business & user needs
  • 28. Copyright © 2012-2013 Brilliant Experience 2. Iteration improves the product
  • 29. That’s all swell John, but what was common to LeanUX solutions for startups and large enterprises?
  • 30. Copyright © 2012-2013 Brilliant Experience The secret lies in the strategy #leanux #uxpa2013@johnwhalen
  • 31. Copyright © 2012-2013 Brilliant Experience Getting strategy right helped to properly frame all the subsequent rapid design work.
  • 32. Copyright © 2012-2013 Brilliant Experience Get internal focus on what matters and prioritize business goals. Prioritize your audiences, define them and the scenarios in which they would use your product. Brainstorm ways to satisfy 1 & 2. IdeationAudience NeedsBusiness Needs Flesh out best ideas. Get stakeholders on board with conceptual model. Sketching Strategy Session 1 2 3 4
  • 33. CEO: I know you had an agenda, but let’s just sketch our ideas anyway...
  • 34. Copyright © 2012-2013 Brilliant Experience Warm Up: Elevator Pitch For who UXPA is a that Unlike UXPA (target customer), (customer need), (market category) (one key benefit). (competition), (unique differentiator).
  • 35. Copyright © 2012-2013 Brilliant Experience Warm Up: Elevator Pitch For who UXPA is a that Unlike UXPA (target customer), (customer need), (market category) (one key benefit). (competition), (unique differentiator). UX Pros idea Students Sponsors Prof Dev Education Networking Collaboration Professional Org Bring people together One stop shop Support the profession SIG CHI IxDA
  • 36. Copyright © 2012-2013 Brilliant Experience
  • 37. Copyright © 2012-2013 Brilliant Experience Business Goals
  • 38. Copyright © 2012-2013 Brilliant Experience Business Goals for _____________ ‣ Write down business goals independently ‣ Prioritize through collaborative discussion ‣ Examples: - Make us all rich! Ka ching! - Totally wow users! - Create (opportunity) that provides great value to customers. - Drive (user behavior) by (strategic design goal). text text text
  • 39.
  • 40. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 1: Get the stakeholders aligned on prioritized business goals. #leanux #uxpa2013@johnwhalen
  • 41. Copyright © 2012-2013 Brilliant Experience Personas
  • 42. Copyright © 2012-2013 Brilliant Experience Prioritize Personas
  • 43. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 2: Prioritize personas. #leanux #uxpa2013@johnwhalen
  • 44. Just a quick sketch
  • 45. No detailed persona exercise. This is LeanUX!
  • 46. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 3: Sketch personas, don’t over think them. #leanux #uxpa2013@johnwhalen
  • 47. Copyright © 2012-2013 Brilliant Experience Scenarios & Journey Mapping
  • 49. What motivates your personas?
  • 50. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 4: Focus on the experience journey. #leanux #uxpa2013@johnwhalen
  • 51. Copyright © 2012-2013 Brilliant Experience Ideation & Sketching
  • 52. Copyright © 2012-2013 Brilliant Experience Quantity over visual quality. The more ideas the better. Sell your concept to the group. Using prioritized user scenarios and business needs. CritiquePresentIdeate Creatively based on feedback. Refine The Process 1 2 3 4
  • 53.
  • 54. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 5: Debate design direction alternatives early in the process.
  • 55. •  Agreed&upon&conceptual& direc0on& •  Include&wall&with&pictures& •  Liked&that&this&would&vary& between&user’s&stated& interests&and&related&things& (think&Pandora)& •  Like&the&faces.&&Need&to& include&way&to&acknowledge& new&members& •  Need&to&emphasize&who&has& viewed&your&profile,&or&liked& your&content&
  • 56. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 6: Develop conceptual model with stakeholders, not the design.
  • 57. Copyright © 2012-2013 Brilliant Experience Rapidly Iterate Design
  • 58. Copyright © 2012-2013 Brilliant Experience Rapidly Iterate Design
  • 59. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 7: Rapidly iterate design. #leanux #uxpa2013@johnwhalen
  • 60. Copyright © 2012-2013 Brilliant Experience Rapidly Iterate Design Rapidly iterate (all of this in a week), but share/test with stakeholders, potential users, etc.
  • 61. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 8: Share broadly. Be attentive to internal feedback. #leanux #uxpa2013@johnwhalen
  • 62. Copyright © 2012-2013 Brilliant Experience Usability Testing
  • 63. 63
  • 64. 64 Why is this empty? What is a past hosted events? Why is the nav so complicated? Feels awfully beige for a fun app. Is this where I start? How do explore features and FAQ differ? Will drafts show invitations or greetings or polls?
  • 65. Copyright © 2012-2013 Brilliant Experience More Content, Less Navigation
  • 66. Copyright © 2012-2013 Brilliant Experience Rapidly Iterate & Test What are you using?
  • 67. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 9: Test continuously. #leanux #uxpa2013@johnwhalen
  • 68. Copyright © 2012-2013 Brilliant Experience User Experience Design
  • 69. Copyright © 2012-2013 Brilliant Experience Design Matters
  • 70. Copyright © 2012-2013 Brilliant Experience LeanUX Secret 10: Take the time to produce brilliant experiences (by not trying to accomplish too much) #leanux #uxpa2013@johnwhalen
  • 71. Copyright © 2012-2013 Brilliant Experience Common challenges to LeanUX
  • 72. Copyright © 2012-2013 Brilliant Experience Things we don’t recommend: - The “genius designer” mentality within the UX Team - Only periodic design / development interaction - The executive swoop down (aka hijack) - The anti-cheerleader who says “No we can’t!”
  • 73. Copyright © 2012-2013 Brilliant Experience Let’s Review
  • 74. Copyright © 2012-2013 Brilliant Experience LeanUX Secrets 1. Get the stakeholders aligned on prioritized business goals. 2. Prioritize personas. 3. Sketch personas, don’t over think them. 4. Focus on the experience journey. 5. Debate design direction alternatives early in the process. 6. Develop conceptual model with stakeholders, not the design. 7. Rapidly iterate design. 8. Share broadly. Be attentive to internal feedback. 9. Test continuously. 10. Take the time to produce brilliant experiences.
  • 75. Copyright © 2012-2013 Brilliant Experience Is he done?
  • 76. Copyright © 2012-2013 Brilliant Experience Common Questions 1. Does this work for a company like mine (Startup, Enterprise, Gov, etc.)? 2. What was the composition of the most successful UX teams? 3. How did the process differ between Startups and Large Enterprises? 4. How did the Design Studios work? 5. When/how did you test prototypes with users? 6. How much functional documentation (e.g,. Spec.) did the client need? 7. How does this work in an Agile development process? 8. What are the risks/benefits of a LeanUX approach vs. waterfall? 9. Can you do this on a fixed budget and timeline?
  • 77. John Whalen @johnwhalen User Research Strategy User Experience BrilliantExperience.com