Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
SlideShare a Scribd company logo
OPPORTUNITIES AND CHALLENGES
IN ENTERPRISE UX DESIGN
Baruch Sachs
@basachs
Senior Director UX, Pegasystems
Leader in BPM and CRM Software
Customers include the largest 1000 companies in the world
Projects are enterprise-wide and transformative
Process over 100 million pieces of work per day
Started at Pega 9 yrs ago with a goal: Build a UX team
40 UX Consultants globally
- UX Architects
- UI Solution Developers
All 100% billable to client projects, 50-75% travel
Engagements can be 2 weeks, to 2+ years.
It does not matter if you are right.
….It matters that you are helpful.
[Srijan Wednesday Webinars] Opportunities and Challenges in Enterprise UX Design
UNDERSTANDING
ENTERPRISE UX
Challenges of working in Enterprise UX
Engineering centricity
Political
Does not always attract the best talent
Mistrust between business and IT
Captive Audiences
Opportunities working in Enterprise UX
Bar is really low, results are immediate
Budget for UX is usually bigger
Forging Paths
Chance to lead full culture change
Captive Audiences
What should design measure?
Usability.
Delight.
Conformance.
Meeting business goals.
User adoption.
Delivering a product.
PRINCIPLES OF SUCCESSFUL
UX:
Bring clarity
Keep the user in control
Simplify
Respect context
Be consistent
Provide obvious primary action
Guide the user
Delight the user
Please choose the option that best describes you.
● New to workforce
● Single and building your future
● Married and building your future
● Single and established
● Married and established
● Nearing retirement or retired
Content Context
Strategic UX
Navigation Structure
Data Architecture
Information Design
Layout Structure
Tactical UX
Visual Design
Labeling
Alignment
Inconsistencies
Branding Data Integrity
[Srijan Wednesday Webinars] Opportunities and Challenges in Enterprise UX Design
Organizational Issues
•Multiples lines of business (20+ sometimes)
•They don't talk to one another
•They all claim to have unique data needs
•All data, all the time
[Srijan Wednesday Webinars] Opportunities and Challenges in Enterprise UX Design
Standard UI Solutions
• User Personalization
• Conditional UI
• Interaction Techniques
Less Chance in the Enterprise World for
any of these solutions to be acceptable
[Srijan Wednesday Webinars] Opportunities and Challenges in Enterprise UX Design
Intent-Driven UI Design
[Srijan Wednesday Webinars] Opportunities and Challenges in Enterprise UX Design
A foundation for successful UX
Functional
specs
Information
architecture
Interaction
design
User
interface
design
Graphical
design
Usability
testing
Perso
na
Actio
n
Expected
outcome
Irreleva
nt
How do we know this
is the best action to
take?
Classic “User Story”
As a ________ I want to ________ So that
________
Too many
assumptions!
Expected
outcome
Motivatio
n
Situatio
n
When ________ I want to ________ So I can
________
“Job Story”
UI/UX is a Great
Leveler
100% Attendance
Technical Architecture
Performance
Functional Requirements
UI/UX
25%
25%
50-75%
People show up to
UI meetings…
they always have an opinion
Once you have ‘em, what do you
do?
Figure out the common data set — its there
Critical task path — enough data to complete the tasks 80% of the time
Use “one step away” options for the remainder
Shorten labels, make data entry inputs consistent and chunk things
Most transformational, enterprise software projects look to Staff
Reduction as one of the main drivers of ROI….
….thats just dead wrong.
Simple is not so Simple to Achieve
Backend is a mess, so your front end suffers
Performance
Ability to massage data
Interaction behavior
This is where a lot of projects give up….and adopt a “best we can” mentality
The only enterprises who are successful at achieving consumer-grade UX
are the ones who are willing to invest and streamline the organization
and data
……and internal UX teams need to change too.
WHY?
$ +
Case Study
The situation
•Large Enterprise customer, has their own UX team
•Separate systems integrator
•Another outside firm is contracted to provide design
•Outside vendor is the technology provider
Case Study
The situation
•Both SI and Design Team are on fixed price bids
•SI is not well educated on the latest version of Technology,
has no UI developers/designers assigned to project
•Design team has pure designers, not familiar with the
underlying technology
•IT funds the project, not the business
Outside view of the internal design team
Focused on conformance, not context
Their design, their way
Outside of both the business and IT, so how are they effective
Often set up as a cost center to various organizations
“Our UX and construction teams are not
producing the results we need at the
speed required to be successful.”
Discovery Process
User
Experience
Constructio
n
Findings
Conflicting Priorities
Limited transparency
Key point of scope expansion
Not aligned to construction dates
No established revision cycle
Not included in iteration planning Approaching UI
on a “screen” basis
No plans for Design Validation /Usability Testing
User
Experience
Findings
Very little UI built in the chosen technology
Lots of custom CSS
Coping with BA/UX mis-alignments
Requirements are a moving target
Limited collaboration with UX
Coping with technical cost of UX design
Coping with iteration scope vs delivery dates
Constructi
on
Common Themes
UX/Iteration Prioritization
Transparency Collaboration
Cross-team Tech Knowledge
Gap
Not all work-stream level issues…
Lets talk to more people…
User
Experience
Construction
Solution
Owners
Business
System
Analysts
Business Design
Findings
Limited Tech expertise included in ideation
Little focus on iterative design
Solution owners (SO) over-capacitated
SO wants Agile adoption but, needs guidance
BDT; heavy reliance on UX team during ideation
BDT; Focused on strategy, not execution
BDT; Little concern for construction timeline
Business
Design,
Solution
Owners
Findings
Limited UX guidance blocks Atomic UC delivery
Disconnect between Atomic UC and UX Docs
Significant effort to force backlog prioritization
No process to validate Atomic UC with UX docs
No process to validate Demo app with UX docs
Business
System
Analysts
Recommendation One
Adds transparency to UX work-stream
Helps to solve prioritization issues
Supports BSA/Construction/UX
collaboration
Implement and Enforce UX Backlog
Recommendation Two
Time to delivery is reduced
Supports asset reuse
Reduction in UX documentation
Supports the eventual move into prototyping
into the technology
Develop and Use a UI Pattern Library
Recommendation Three
Validates alignment of UX needs and business goals
Raises UX deciencies, misalignments before investment in
construction MAXIMIZES CHANCES OF USER ADOPTION!
Create Plan for Design Validation
Usability Testing
Recommendation Four
UX BSA
Embedded and
Productive
Recommendation Four
Line of coordination with BSA team
Creates, maintains UX atomic use cases
Coordinates technical validation of UX
Helps align UX prioritization with project
UX BSA
Embedded and
Productive
Ensures continuity between UX documentation and atomic
use cases.
Response to requirement changes optimized
Everyone agrees upon where we want to go…
How do we get
there?
?? ?
?
?
UX Solution Owner
Governance over
Process &
Deliverables
SME Guidance
to Handle
Ambiguity
UI Subject
Matter
Expertise
UX
Design
Support
UI
Cong
Suppor
t
UX
Support
for BDT
Ideation
Manages balance
of UX, Business
and IT
Responsible for
Work-stream
performance
5
2
Solution Driven UX: Lean UX
“Deliverables are not the problem. User experience
practitioners are not in the deliverables business. We’re in
the business of finding and evaluating problems and
solutions.”
- Austin Govella

More Related Content

[Srijan Wednesday Webinars] Opportunities and Challenges in Enterprise UX Design

  • 1. OPPORTUNITIES AND CHALLENGES IN ENTERPRISE UX DESIGN Baruch Sachs @basachs Senior Director UX, Pegasystems
  • 2. Leader in BPM and CRM Software Customers include the largest 1000 companies in the world Projects are enterprise-wide and transformative Process over 100 million pieces of work per day
  • 3. Started at Pega 9 yrs ago with a goal: Build a UX team 40 UX Consultants globally - UX Architects - UI Solution Developers All 100% billable to client projects, 50-75% travel Engagements can be 2 weeks, to 2+ years.
  • 4. It does not matter if you are right. ….It matters that you are helpful.
  • 7. Challenges of working in Enterprise UX Engineering centricity Political Does not always attract the best talent Mistrust between business and IT Captive Audiences
  • 8. Opportunities working in Enterprise UX Bar is really low, results are immediate Budget for UX is usually bigger Forging Paths Chance to lead full culture change Captive Audiences
  • 9. What should design measure? Usability. Delight. Conformance.
  • 10. Meeting business goals. User adoption. Delivering a product.
  • 11. PRINCIPLES OF SUCCESSFUL UX: Bring clarity Keep the user in control Simplify Respect context Be consistent Provide obvious primary action Guide the user Delight the user
  • 12. Please choose the option that best describes you. ● New to workforce ● Single and building your future ● Married and building your future ● Single and established ● Married and established ● Nearing retirement or retired Content Context
  • 13. Strategic UX Navigation Structure Data Architecture Information Design Layout Structure
  • 16. Organizational Issues •Multiples lines of business (20+ sometimes) •They don't talk to one another •They all claim to have unique data needs •All data, all the time
  • 18. Standard UI Solutions • User Personalization • Conditional UI • Interaction Techniques Less Chance in the Enterprise World for any of these solutions to be acceptable
  • 22. A foundation for successful UX Functional specs Information architecture Interaction design User interface design Graphical design Usability testing
  • 23. Perso na Actio n Expected outcome Irreleva nt How do we know this is the best action to take? Classic “User Story” As a ________ I want to ________ So that ________ Too many assumptions!
  • 24. Expected outcome Motivatio n Situatio n When ________ I want to ________ So I can ________ “Job Story”
  • 25. UI/UX is a Great Leveler
  • 26. 100% Attendance Technical Architecture Performance Functional Requirements UI/UX 25% 25% 50-75% People show up to UI meetings… they always have an opinion
  • 27. Once you have ‘em, what do you do? Figure out the common data set — its there Critical task path — enough data to complete the tasks 80% of the time Use “one step away” options for the remainder Shorten labels, make data entry inputs consistent and chunk things
  • 28. Most transformational, enterprise software projects look to Staff Reduction as one of the main drivers of ROI…. ….thats just dead wrong.
  • 29. Simple is not so Simple to Achieve Backend is a mess, so your front end suffers Performance Ability to massage data Interaction behavior
  • 30. This is where a lot of projects give up….and adopt a “best we can” mentality
  • 31. The only enterprises who are successful at achieving consumer-grade UX are the ones who are willing to invest and streamline the organization and data ……and internal UX teams need to change too.
  • 32. WHY?
  • 33. $ +
  • 34. Case Study The situation •Large Enterprise customer, has their own UX team •Separate systems integrator •Another outside firm is contracted to provide design •Outside vendor is the technology provider
  • 35. Case Study The situation •Both SI and Design Team are on fixed price bids •SI is not well educated on the latest version of Technology, has no UI developers/designers assigned to project •Design team has pure designers, not familiar with the underlying technology •IT funds the project, not the business
  • 36. Outside view of the internal design team Focused on conformance, not context Their design, their way Outside of both the business and IT, so how are they effective Often set up as a cost center to various organizations
  • 37. “Our UX and construction teams are not producing the results we need at the speed required to be successful.”
  • 39. Findings Conflicting Priorities Limited transparency Key point of scope expansion Not aligned to construction dates No established revision cycle Not included in iteration planning Approaching UI on a “screen” basis No plans for Design Validation /Usability Testing User Experience
  • 40. Findings Very little UI built in the chosen technology Lots of custom CSS Coping with BA/UX mis-alignments Requirements are a moving target Limited collaboration with UX Coping with technical cost of UX design Coping with iteration scope vs delivery dates Constructi on
  • 41. Common Themes UX/Iteration Prioritization Transparency Collaboration Cross-team Tech Knowledge Gap Not all work-stream level issues…
  • 42. Lets talk to more people… User Experience Construction Solution Owners Business System Analysts Business Design
  • 43. Findings Limited Tech expertise included in ideation Little focus on iterative design Solution owners (SO) over-capacitated SO wants Agile adoption but, needs guidance BDT; heavy reliance on UX team during ideation BDT; Focused on strategy, not execution BDT; Little concern for construction timeline Business Design, Solution Owners
  • 44. Findings Limited UX guidance blocks Atomic UC delivery Disconnect between Atomic UC and UX Docs Significant effort to force backlog prioritization No process to validate Atomic UC with UX docs No process to validate Demo app with UX docs Business System Analysts
  • 45. Recommendation One Adds transparency to UX work-stream Helps to solve prioritization issues Supports BSA/Construction/UX collaboration Implement and Enforce UX Backlog
  • 46. Recommendation Two Time to delivery is reduced Supports asset reuse Reduction in UX documentation Supports the eventual move into prototyping into the technology Develop and Use a UI Pattern Library
  • 47. Recommendation Three Validates alignment of UX needs and business goals Raises UX deciencies, misalignments before investment in construction MAXIMIZES CHANCES OF USER ADOPTION! Create Plan for Design Validation Usability Testing
  • 49. Recommendation Four Line of coordination with BSA team Creates, maintains UX atomic use cases Coordinates technical validation of UX Helps align UX prioritization with project UX BSA Embedded and Productive Ensures continuity between UX documentation and atomic use cases. Response to requirement changes optimized
  • 50. Everyone agrees upon where we want to go… How do we get there? ?? ? ? ?
  • 51. UX Solution Owner Governance over Process & Deliverables SME Guidance to Handle Ambiguity UI Subject Matter Expertise UX Design Support UI Cong Suppor t UX Support for BDT Ideation Manages balance of UX, Business and IT Responsible for Work-stream performance
  • 52. 5 2 Solution Driven UX: Lean UX “Deliverables are not the problem. User experience practitioners are not in the deliverables business. We’re in the business of finding and evaluating problems and solutions.” - Austin Govella