17 03, 2015

Analysis: The intersection of business and users

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Where the business and users intersect, we find the business processes, the “workflows” of your customers.

intersection workflow

Optimizing workflows yields improvements to their business processes, resulting in efficiency and the benefits that may come along with that such as improved customer service, faster turnarounds, and higher quality work.

Independent of the technology, analysis of the workflows of the users provides a solid understanding of the work patterns and needs of the users. Look at how your users perform their jobs. Design innovation should stem from those needs and not solely an evolution of current product features.

Workflows

Understanding all the variations of user workflows and approaches to the business problem helps ground the solutions and frames your options. The analysis unearths inefficiencies and identifies places for improvement as we explore the solution space.

Copyright 2015 Frictionless Design LLC

13 03, 2015

Analysis: How do we frame the analysis?

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As we start doing analysis for a project, let’s frame the approach.

analysis

Many designers start by pushing for user analysis. I like to step back and take a “holistic” approach, considering the perspective of Users, Business, and Technology.

Framing

Why? Users, Business, and Technology are the constraints for any solution/ design. The intersections of each are where we can innovate on our solution. Each has their own constraints that we can challenge.

 

Copyright 2015 Frictionless Design LLC

10 03, 2015

Analysis: Why all the questions?

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Sometimes asking a question is not to get an answer. There are many reasons to ask questions during the analysis and design process.

Why all the questions

So why do I ask so many questions?
  • To reframe and start from the beginning
  • To challenge assumptions
  • To challenge constraints
  • To get someone to state the answer out loud so everyone can hear
  • To move the conversation or meeting along
  • To flesh out what is known and unknown
  • And of course, to get an answer

Ultimately, what I am looking for is the best user experience for the user and a more successful product. These questions lend to a better understanding of the situation which inevitably leads to a better solution.

Copyright 2015 Frictionless Design LLC​
5 03, 2015

Checklist for Understanding Project Context

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This checklist is a summary of the initial business analysis in Understanding Project Context. This is an excellent tool to on-board new team members and consultants like myself.

One way I can be useful to clients is by helping them to define a problem and explore the solution space for the right one. The right solution is one that will give my client the edge over competitors and provide users what they really need, even when often it is not what they are asking for. The business analysis conducted in the first phase of a project “Understanding Project Context” is critical to clients making the best decisions to move their products in the right direction. This work is done at the beginning of the project before a solution is explored and a course of action is set.

For a PDF and print version use this link: Checklist for Understanding Project Context

For more detail in each area, visit previous posts where I discuss each one.

so now what?

What is the problem?

Clarify the problem
Determine what clients/users have the problem
Write down where in the business this problem occurs
Identify the event or time periods when the problem occurs
Describe why the problem happens
List the business outcomes desired for solving the problem
Identify how the business outcomes will be measured

so who are you

Who are the players?

Identify the people on the project team
Identify the executive leadership responsible […]

26 02, 2015

Understanding Project Context: What are the Tools of Engagement?

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At the beginning of each project it can be exciting to dive right in and learn about the client. However, there are a few basic logistical items to address with regard to which tools facilitate our work together.

communication

I have a system to share with each client. Some clients choose to let me access their systems internally and others don’t for security reasons.

  • What tools are we going to use to work together, share documents, and communicate?
  • Can I use my email or do you prefer to provide me with your company email?
  • What desktop sharing do you use? Do you have an external service or use something internal like MS Lync?
  • Where are we going to store and share files? How do we display the current state of the work being performed?
  • Are the teams used to working in a distributed manner? What are your standards and policies?

My preference is to join the team and use tools they already have on their desktops so they do not need to acclimate to something new.

We need 3 basic tools for communication and collaboration:

  1. textual communication (e.g. email, Google Chat, HipChat)
  2. file storage and sharing (e.g. Google Docs, Dropbox, Outlook 365)
  3. desktop conferencing and sharing (e.g. Google Hangouts, Webex, GotoMeeting)

Copyright 2015 Frictionless Design LLC

24 02, 2015

Understanding Project Context: What is your product management process?

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Each organization I have worked with over the years has a different process for product management. Many of the front line (or basic) activities may be the same but who employees report to, what they are responsible for, and how they take direction, is different in each organization.

product management

  • What organization does Product Management report to? Product? Marketing? Engineering?
  • Are product managers responsible for the whole offering from beginning through delivery and usage? Are they responsible for an entire product or just one module?
  • Do your product managers see design as their responsibility?
  • How does product management work with the business owners, marketing, engineering, sales, customers, service, and release?

Understanding more about the product management process will help me understand where the organization sees design fitting in and what impact the design process will have on them.

Copyright 2015 Frictionless Design LLC

20 02, 2015

Luminoso Compass and Frictionless Design

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Luminoso announces the launch of COMPASS, their next generation enterprise feedback solution!

Luminoso Compass

Luminoso Compass enables you to consume, interpret, and act on large-scale feedback in real time – across multiple languages. It captures new themes in conversation, extracts actionable insights, unearths the root causes and illuminates the driving themes and topics.  In addition, Luminoso Compass removes spam, irrelevant content, and off-topic discussion automatically.

Michael T. Pullen of  Frictionless Design worked with Luminoso to design and develop the Compass user interface. “I found working with Luminoso exciting,” said Pullen. “The business challenge was to simplify the overwhelming intake of social media and company data to make timely business decisions. The resulting product is a sleek application that allows people to analyze a particular area of interest, group areas into relevant topics, and monitor those topics to see changes over time. Only when the user is interested does he need to dive into the individual messages and posts being monitored. All of this allows users to remain focused on the business impact of the data rather than scanning thousands of Tweets.”

Luminoso is a language understanding company. Their proprietary conceptual engine – born out of a decade of research at the MIT Media Lab – analyzes vast quantities of text in seconds, deriving insights and conclusions that are critical to enlightened decision-making.  Take any form of unstructured text – emails, news stories, research results, social media rants – and identify the ideas, patterns, dot-connections, underlying themes, and buried intelligence. Luminoso can be contacted at info@luminoso.com.

Frictionless Design offers user experience design and architecture consulting services to enterprise-class software companies. Frictionless Design can dramatically improve your ability to deliver products on time and ensure customer acceptance. Michael Pullen […]

19 02, 2015

Understanding Project Context: What is the software development process?

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Before we start the project in earnest, we need to examine the client’s product development process. In many projects, I work closely with the development/technical teams.

development process

Understanding how the development process functions is key to working effectively in the organization and influencing the direction of the implemented solution.

  • What process does development follow?
  • Is the process documented?
  • What is the team manager responsible for?
  • How are the teams built?
  • How are the teams measured?
  • How do they see their role in the organization?
  • How much do the technical people understand about the business and users of the target clients?
  • How much control do they have over the design process?

Getting buy-in from the development team requires an understanding of how they work. Many organizations may appear to have similar processes on the front lines, but in practice can vary significantly. With this information in hand, we begin to formulate how the new project will be embedded into the existing process or if some processes may need to change.

Copyright 2015 Frictionless Design LLC

17 02, 2015

Understanding Project Context: How is the product sold?

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In the software engineering world, the technical folks rarely interact with the sales folks. Teams focus on features and delivery dates so the only message engineering may get from sales is to deliver fast and early so they can close more deals.

sales cycle

Gaining a better understanding how the product is sold will frame how the organization expects the product to be presented.

  • Who are the buyers, influencers, veto holders, end users, and superusers?
  • What is the sales cycle? How long does it take to sell and how long does it take to install?
  • Is this sold online, through 3rd party vendors, handshakes in a bar, or through long relationship-building?
  • What do sales people think of the products they sell?

The more engineering and product management know about the sales process, the more influence they have on positive first impressions in the sales demo and subsequent sales encounters.

Copyright 2015 Frictionless Design LLC

12 02, 2015

Understanding Project Context: Who are your clients & users?

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When I begin a project and start digging in, I need to understand what you know about your clients and users.  A verbal walk-through and a pointer to representative case studies will help kick off the learning process.

clients

Any description, profile, or conversations with clients and users will help frame what is known.

  • Tell me about your clients.
  • What part of their organization uses the products?
  • Who in the organization is targeted by the current products?
  • Who has the problem we are looking to fix?

Clearly understanding your clients and users is essential to solving the problem. Starting from what is known will help us identify what kind of research is required. Let’s start painting the picture of who your clients and users are.

Copyright 2015 Frictionless Design LLC