Ux your process!

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This is a session I ran at Agile and Beyond 2016. I used some of the UX techniques and tools to help teams and PMOs to create a process that helps them to achieve their goals, provide value to their customers and, at the same time, be aligned with their organization goals.

UX your process!
Ardita Karaj
Agile and Beyond 2016

About me.. eh
Agile Coach at EPAM Systems
@Ardita_k
Agile and Beyond
…

Process for the sake of process
Agile teams help business deliver value and learn fast
• Process helps business run more effectively
• Agile is a framework
• Agile teams have a process
• Organizations have processes (Governance, Risk, Compliance)
• Organizations add processes to Agile team’s process
• Need for unification adds processes to Agile team’s process
What is the goal of Agile teams again??

UX Design 101
• Goal
• Personas
• Scenarios
• Journey Map
• Prototypes
• Not just UI

Let’s build the process for your
organization
Enterprise: Bank
Organization: Digital

Exercise 10min
• Who are our customers?
• What are their needs/pain points?
• As a customer, what do you need from a bank?
(account management, reports , ...)
• Create teams with a focus for the end user value

Exercise 15 min
Break into the teams we just created
Create your teams (10 minutes)
• Decide the Goal of the team (business domain, technical platform…)
• Decide your team size and dynamic, personas (names, ages,
personality, etc)
• Appoint a Process person to represent you to the Community of
Practice

Discussion
• What did we take in consideration when we created teams?
• Who are the customers of your teams?
• How did you decide on the Process person?

Discussion
Community of Practice representatives:
Please come forward
• What is your goal?
• Who are your personas?
• What do you know about your teams so far?
• Do you have any organizational guidelines?
• Any Governance boundaries?

Customer Journey Map
• Walk along with the customer
• Note their actions
• Observe how they use your app
• Understand their routines and needs

How do UX people work?
• We don’t build for ourselves
• We build for our USER
• Useful
• Usable
• Keep it simple
• Evolving
• Experiment
• Collaboration

Exercise 10 min
Process Representatives:
• Create scenarios for your teams
- How will your teams release?
- How will your teams plan?
- How will your teams manage budget?
- …….
Teams:
• Prepare a monthly calendar
• Think about your needs.
This is your “Sketch” prototype

Measuring stick
• Quantitative
• Noticing trends and measuring against KPIs
• Qualitative
• Observing behavior and finding meaning
Metrics are not replacement for
user research ~ Melissa Perri

Exercise: User test 15 min
• Present the new process to your teams
• Look for Quantitative and Qualitative
metrics
• Collect their feedback
• Make changes in Collaboration
• Book meetings on your calendars

Next?
• Lean UX
• If no ROI strip it out
• Less rules
• More simplicity
• Design thinking

Recap
• Goal and Personas - Drove us to create Product Teams
• We also created a process representative for each-team
• Journey map – Drove us to consider the daily actions
• We highlighted where customers were getting any value
• Continuum fidelity
• We created “Sketch” process, we agreed to evolve it
• We included Governance needs, we evolved
• User testing
• Our calendar was our “Low fidelity” prototype
• This is where we decided where to get lean
• Improve
• Lean, Simple

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The document discusses continuous delivery and describes some of its key aspects. It advocates for continuously delivering software updates to production to run experiments with customers and build better products faster. It emphasizes that continuous delivery requires rethinking how software is decided, developed, and tested. The business should drive continuous delivery to define experiments, and software teams need to focus on quality, removing branches, using feature toggles, and automating testing and deployment.

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This document describes the transformation of a 4,300 person public sector organization from a traditional to an agile approach between April 2012 and July 2013. It involved training 12 change agents (6 internal, 6 consultants) to help evolve the organization's processes. Three projects took different approaches - one rejected changes, one was open but selective, and one fully embraced agile. Over time, agile practices spread across IT and into other departments through communities of practice, training, and cultural hacking activities. The transformation was an ongoing learning process for the organization.

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The document provides guidance on effectively communicating with executive leaders based on personality types. It discusses several models for understanding personalities, including Insights Discovery which categorizes people into four main types and eight personalities. The document advises determining the executive's personality type in order to adapt one's communication style accordingly. It suggests positioning oneself as a customer service provider and understanding both one's own personality as well as the executive's. An example is then provided of preparing a status report presentation for an executive sponsor of a software project.

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Ux your process!

1. UX your process! Ardita Karaj Agile and Beyond 2016

2. About me.. eh Agile Coach at EPAM Systems @Ardita_k Agile and Beyond …

3. Process for the sake of process Agile teams help business deliver value and learn fast • Process helps business run more effectively • Agile is a framework • Agile teams have a process • Organizations have processes (Governance, Risk, Compliance) • Organizations add processes to Agile team’s process • Need for unification adds processes to Agile team’s process What is the goal of Agile teams again??

4. UX Design 101 • Goal • Personas • Scenarios • Journey Map • Prototypes • Not just UI

5. Let’s build the process for your organization Enterprise: Bank Organization: Digital

6. Exercise 10min • Who are our customers? • What are their needs/pain points? • As a customer, what do you need from a bank? (account management, reports , ...) • Create teams with a focus for the end user value

7. Exercise 15 min Break into the teams we just created Create your teams (10 minutes) • Decide the Goal of the team (business domain, technical platform…) • Decide your team size and dynamic, personas (names, ages, personality, etc) • Appoint a Process person to represent you to the Community of Practice

8. Discussion • What did we take in consideration when we created teams? • Who are the customers of your teams? • How did you decide on the Process person?

9. Discussion Community of Practice representatives: Please come forward • What is your goal? • Who are your personas? • What do you know about your teams so far? • Do you have any organizational guidelines? • Any Governance boundaries?

10. Customer Journey Map • Walk along with the customer • Note their actions • Observe how they use your app • Understand their routines and needs

11. Continuum of fidelity

12. How do UX people work? • We don’t build for ourselves • We build for our USER • Useful • Usable • Keep it simple • Evolving • Experiment • Collaboration

13. Exercise 10 min Process Representatives: • Create scenarios for your teams - How will your teams release? - How will your teams plan? - How will your teams manage budget? - ……. Teams: • Prepare a monthly calendar • Think about your needs. This is your “Sketch” prototype

14. Measuring stick • Quantitative • Noticing trends and measuring against KPIs • Qualitative • Observing behavior and finding meaning Metrics are not replacement for user research ~ Melissa Perri

15. Exercise: User test 15 min • Present the new process to your teams • Look for Quantitative and Qualitative metrics • Collect their feedback • Make changes in Collaboration • Book meetings on your calendars

16. Next? • Lean UX • If no ROI strip it out • Less rules • More simplicity • Design thinking

17. Recap • Goal and Personas - Drove us to create Product Teams • We also created a process representative for each-team • Journey map – Drove us to consider the daily actions • We highlighted where customers were getting any value • Continuum fidelity • We created “Sketch” process, we agreed to evolve it • We included Governance needs, we evolved • User testing • Our calendar was our “Low fidelity” prototype • This is where we decided where to get lean • Improve • Lean, Simple

18. Ardita.Karaj@gmail.com @Ardita_k

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