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1

UX PROTOTYPING AND PERSONAS
Essentialtools for creatinggreatuser experiences

2

WHO AM I?
ShilpaThanawala
@skthana

3

WHO ARE YOU?

4

WHAT IS A PROTOTYPE?
Asimulation of how aproductor feature willwork
Practice for people who build things

5

PROTOTYPES VERSUS...
Sketches
Wireframes
Storyboards
Mockups

6

WHY?

7

BENEFITS OF PROTOTYPING
Explore your ideas
Innovate
Collaborate
Geteveryone on the same page
Persuade
Testassumptions
Reduce risk
Saves time /effort/money

8

WHEN?
As earlyas possible
Throughoutthe design and developmentprocess

9

WHAT’S THE GOAL?
Whatquestion are you tryingto answer?
Howwilltheinterfacework?
Willusersunderstandwheretoclicknext?
HaveIcoveredallpossibleuserpathways?
Generate ideas
Foster collaboration
Convince team, stakeholders, clients... etc.

10

WHAT ABOUT FIDELITY?
visualdesign
interaction
environment
contentand data
social
...others?

11

CHOOSE THE RIGHT LEVEL OF FIDELITY IN EACH AREA
What’s your objective?
Who’s your audience?

12

PROTOTYPING TOOLS

13

WHAT KINDS OF TOOLS DO PEOPLE USE?
Paper
HTML /CSS (hand-coded or WYSIWYGgenerated)
Clickable screen imagemaps in HTML
Software-generated ( , , , ,
, etc.)
PowerPoint/Keynote /
Online tools ( , , , , ...)
...manyothers (Acrobat,Rails, Java, Excel, Filemaker ...)
Balsamiq Fireworks Visio Axure
Omnigraffle
Impress
iRise Solidify Moqups ProtoShare Proto

14

HOW TO CHOOSE?
familiarity(or learningcurve)
availability
cost
capabilityto create ausable prototype
built-in tools (UI elements, interactivity)
collaborative capabilites
audience &distribution

15

TESTING YOUR PROTOTYPES

16

USABILITY TESTING
Whatare you tryingto measure?
Roles
Facilitator
Tester
Observer(s)

17

THE FACILITATOR
Explains the testingprocess
Sets expectations
Guides the Tester through
Asks questions during&after testing

18

THE TESTER
Usually, bestif unfamiliar with your product
Ideally, representative of your targetmarket
Customaryto compensate Testers for their time

19

THE OBSERVERS
Simplywatch, listen, and take notes
Don’tinteractdirectlywith Tester
Ideally, allstakeholders and team members
In another room, watchingvideo and audio
If no observers, then it’s you!

20

THE TESTING SESSION
3-5 Testers
30-45 minutes each, with shortbreaks
Clear tasks or objectives
Discuss and evaluate results rightafterward
Categorize results based on the originalgoal(s)
Separate unexpected or extraresults so as notto get
sidetracked

21

RINSE AND REPEAT
Make improvements, create anew prototype, testagain

22

PAPER PROTOTYPING

23

EXAMPLES
Paper prototype of agame
Credit:DerekLee/YouTube.com
Viewonline

24

EXAMPLES
Paper prototype of blood-testing kiosk
Credit:lukenwarm/YouTube.com
Viewonline

25

EXAMPLES
Paper prototype of akids’ website
Credit:BlueDuckLabs/YouTube.com
Viewonline

26

PAPER PROTOTYPING: ADVANTAGES
Fast
Cheap
No specialsoftware skills needed
Encourages collaboration (in person)
Can modelawide varietyof interfaces and interactions
Can modifyduringthe test

27

PAPER PROTOTYPING: DISADVANTAGES
Harder to collaborate with remote or distributed teams

28

PAPER PROTOTYPING TOOLKIT
Essentials: paper and pen
Nice-to-Haves:
heavycardstock or construction paper, tracingpaper or
vellum
pens, markers, highlighters, colored pencils, charcoalpencils
erasers
stickynotes
re-stickable tape and labels
index cards
cardboard
cuttingtools
printed UI elements and device frames

29

TIME TO BUILD YOUR OWN

30

ACTIVITY 1: PAPER PROTOTYPING
Prototype alogin /register process for awebsite on a
smartphone.
Goal/Purpose -to plan outthe login process flow
Include the followingfeatures:

31

BALSAMIQ

32

BALSAMIQ: ADVANTAGES
Fast
No specialsoftware skills needed
Large libraryof UI elements
Can be used for remote collaboration
Hand-drawn look encourages focus on layout&functionality
Automaticallystores revision history
Integrates with other online apps (Jira, Google Drive)

33

BALSAMIQ: DISADVANTAGES
Notmeantfor high visualdesign fidelity
Notfree

34

EXAMPLE
Balsamiqprototype for an iPhone interface
Credit:AppsForGood/YouTube.com
Viewonline

35

DEMO

36

YOUR TURN

37

ACTIVITY 2: PROTOTYPING WITH BALSAMIQ
Create aprototype for an airline’s website reservation
functionalityon atablet.
Goal: Simulate interaction flow
Include:
Search for flights
Specials
Bonus: Add features --check flightstatus, online check-in

38

PERSONAS

39

WHAT IS A PERSONA?
Afictionalcharacter developed to accuratelyand realistically
representone type of user your productis designed to serve.

40

WHY USE PERSONAS?
Awayto distillthe goals and desires of the users you serve,
make them memorable and human
Talk aboutproductfeatures as theyrelate to aspecific person
instead of “The User”
Focus the user experience your product
Prioritize improvements to your product
Getallthe assumptions outin the open and aligned
Uncover disconnects
Geteveryone to buyin

41

PERSONAS ARE NOT...
User Profiles
Marketsegments
Realpeople
Statisticallyrepresentative
Comprehensive
Absolute
Static

42

FULL PERSONAS
Based on extensive user research
Site visits
Interviews
Analytics dataand logs
Tech supportlogs
Marketresearch
Sales team notes
...other dataon realusers

43

HOW DO I GET DATA?
User Researcher
Third-partydata
Government, NGOs, or Think-tanks (Pew, data.gov,
yougov.com)
Commercial(Nielsen, Gallup)
UX {UIE, AnswerLab}
Approach with aquestion in mind

44

WHAT IF I HAVE NO REAL DATA?
And no budgetfor UX research...
AD-HOC PERSONAS
a.k.a. Assumption personas, Quick personas, Thin personas...
Getwhatever generaldatayou can
Who are you buildingfor?
Test, research, modify... repeat!

45

AD-HOC PERSONAS
Can be advantageous even if you have data
Quick to create
Jump-starts the process of developingpersonas
Makes dataanalysis easier
Focuses future research: validation, answeringrelevant
questions

46

WHAT DOES A PERSONA LOOK LIKE?
TypicalCharacteristics:
Category
Afictionalname
Job title, role, responsibilities
Their goals, needs, and priorities
Their environment
Demographics (if relevant)
Aquote or keystatement
Aphoto
(usability.gov)
An example persona

47

ACTIVITY 3: CREATE PERSONAS

48

ACTIVITY 3: MODIFY YOUR PROTOTYPE
Choose one personaas your primaryone
Modifyyour Balsamic prototype from Activity2 to serve the
specific needs and goals of thatprimarypersona

49

POWERPOINT / KEYNOTE / (OTHER)

50

POWERPOINT / KEYNOTE: ADVANTAGES
Familiar and widelyavailable
Easyto learn and use
Can exportto PDFor HTML
Usefulfor collaboration amongdistributed teams
Can draw on existingresources for UI elements
Can simulate some interactivity

51

POWERPOINT / KEYNOTE: DISADVANTAGES
Limited tools for visualdesigners
Limited interactivity

52

EXAMPLES
Keynote prototype for iPhone interface
Credit:amirkhella/YouTube.com
Viewonline

53

KEYNOTE DEMO

54

ACTIVITY 4: PROTOTYPING WITH POWERPOINT OR KEYNOTE
Create aprototype for aweather webapp
Goal: Determine if keyuser needs are met
Include:
Currentconditions
Forecast
Chance of precipitation
Multiple locations
Sunrise and sunsettimes
Bonus:
Additionalfeatures like an extended forecast, hourlyforecast
How willyour design change on smaller screens /mobile
devices?

55

FIREWORKS

56

FIREWORKS: ADVANTAGES
Highlyflexible
Can simulate manyinteractions with higer fidelity
Designate common and reusable elements
Comes with built-in UI elements library
Integrates wellwith Photoshop and Illustrator
Can be exported to PDF, HTML, Air, ...
Can distribute and collaborate remotely
Additionaltools for responsive and touch prototyping

57

FIREWORKS: DISADVANTAGES
Learningcurve
Less widelyavailable (mustbe purchased)

58

DEMO

59

HTML / CSS PROTOTYPES

60

HTML / CSS: ADVANTAGES
The realthing
Together with Javascript, can prototype actualinteractivity
Or, withoutJS, fake it
Modular &collaborative
Free, requires no specialsoftware
Can use frameworks
Responsive -one prototype for allscreen sizes
Might be possible to reuse code (butrarely)

61

HTML / CSS: DISADVANTAGES
Learningcurve
Time-consuming
Could be mistaken for the end product
Difficultto collaborate with non-codingteam members

62

TOOLS FOR HTML PROTOTYPING
Hand-code
Frameworks ( , , , others)
ContentManagementSystem (eg. )
Visualtools ( , , , , others)
Bootstrap Foundation Centurion
WordPress
Dreamweaver Edge Muse Jetstrap

63

DEMO: FOUNDATION FRAMEWORK

64

ACTIVITY 5: PROTOTYPING WITH... THE TOOL THAT WORKS
FOR YOU
Create aprototype for aconference website
Goal: Establish website layoutand modelinteractions
Include:
Introduction and descriptions
Date, location, featured speakers
Aschedule of talks
Pricingand registration
Nearbyhotels, parking, localrestaurants

65

PROTOTYPING AND PERSONAS
KEY TAKEAWAYS
Help you create agreatuser experience
Keytools in user-centered design
Greatfor aligningteams and gettingbuy-in from clients, execs,
etc.
Prototypingis easyand inexpensive
Startbyusingthe tools you have &know. You can learn
somethingelse later if you need to.

66

RESOURCES & FURTHER STUDY
Paper Prototyping: , ,
,
UsabilityTesting: and
-Steve Krug
Personas: -Pruitt&Adlin
PowerPoint/Keynote:
Fireworks: ,
Muse:
GeneralUX: , , , ,
, , ,
MyClientis Obsessed with the Design:
iOS design elements Sneakpeekit UI
Stencils Speckyboylist
Don’tMake Me Think RocketSurgery Made
Easy
The Essential PersonaLifecycle
Keynotopia
ExportResponsive Prototypes iOS Touch
Prototyping
Muse Jams
UIE UX Magazine Rosenfeld Media UXMastery
AListApart Lynda Interaction Design Foundation 52 Weeks
of UX
Style Tiles

67

THANKS!
ShilpaThanawala
@skthana

More Related Content

UX Prototyping and Personas 4-25-14

  • 1. UX PROTOTYPING AND PERSONAS Essentialtools for creatinggreatuser experiences
  • 4. WHAT IS A PROTOTYPE? Asimulation of how aproductor feature willwork Practice for people who build things
  • 7. BENEFITS OF PROTOTYPING Explore your ideas Innovate Collaborate Geteveryone on the same page Persuade Testassumptions Reduce risk Saves time /effort/money
  • 8. WHEN? As earlyas possible Throughoutthe design and developmentprocess
  • 9. WHAT’S THE GOAL? Whatquestion are you tryingto answer? Howwilltheinterfacework? Willusersunderstandwheretoclicknext? HaveIcoveredallpossibleuserpathways? Generate ideas Foster collaboration Convince team, stakeholders, clients... etc.
  • 11. CHOOSE THE RIGHT LEVEL OF FIDELITY IN EACH AREA What’s your objective? Who’s your audience?
  • 13. WHAT KINDS OF TOOLS DO PEOPLE USE? Paper HTML /CSS (hand-coded or WYSIWYGgenerated) Clickable screen imagemaps in HTML Software-generated ( , , , , , etc.) PowerPoint/Keynote / Online tools ( , , , , ...) ...manyothers (Acrobat,Rails, Java, Excel, Filemaker ...) Balsamiq Fireworks Visio Axure Omnigraffle Impress iRise Solidify Moqups ProtoShare Proto
  • 14. HOW TO CHOOSE? familiarity(or learningcurve) availability cost capabilityto create ausable prototype built-in tools (UI elements, interactivity) collaborative capabilites audience &distribution
  • 16. USABILITY TESTING Whatare you tryingto measure? Roles Facilitator Tester Observer(s)
  • 17. THE FACILITATOR Explains the testingprocess Sets expectations Guides the Tester through Asks questions during&after testing
  • 18. THE TESTER Usually, bestif unfamiliar with your product Ideally, representative of your targetmarket Customaryto compensate Testers for their time
  • 19. THE OBSERVERS Simplywatch, listen, and take notes Don’tinteractdirectlywith Tester Ideally, allstakeholders and team members In another room, watchingvideo and audio If no observers, then it’s you!
  • 20. THE TESTING SESSION 3-5 Testers 30-45 minutes each, with shortbreaks Clear tasks or objectives Discuss and evaluate results rightafterward Categorize results based on the originalgoal(s) Separate unexpected or extraresults so as notto get sidetracked
  • 21. RINSE AND REPEAT Make improvements, create anew prototype, testagain
  • 23. EXAMPLES Paper prototype of agame Credit:DerekLee/YouTube.com Viewonline
  • 24. EXAMPLES Paper prototype of blood-testing kiosk Credit:lukenwarm/YouTube.com Viewonline
  • 25. EXAMPLES Paper prototype of akids’ website Credit:BlueDuckLabs/YouTube.com Viewonline
  • 26. PAPER PROTOTYPING: ADVANTAGES Fast Cheap No specialsoftware skills needed Encourages collaboration (in person) Can modelawide varietyof interfaces and interactions Can modifyduringthe test
  • 27. PAPER PROTOTYPING: DISADVANTAGES Harder to collaborate with remote or distributed teams
  • 28. PAPER PROTOTYPING TOOLKIT Essentials: paper and pen Nice-to-Haves: heavycardstock or construction paper, tracingpaper or vellum pens, markers, highlighters, colored pencils, charcoalpencils erasers stickynotes re-stickable tape and labels index cards cardboard cuttingtools printed UI elements and device frames
  • 29. TIME TO BUILD YOUR OWN
  • 30. ACTIVITY 1: PAPER PROTOTYPING Prototype alogin /register process for awebsite on a smartphone. Goal/Purpose -to plan outthe login process flow Include the followingfeatures:
  • 32. BALSAMIQ: ADVANTAGES Fast No specialsoftware skills needed Large libraryof UI elements Can be used for remote collaboration Hand-drawn look encourages focus on layout&functionality Automaticallystores revision history Integrates with other online apps (Jira, Google Drive)
  • 33. BALSAMIQ: DISADVANTAGES Notmeantfor high visualdesign fidelity Notfree
  • 34. EXAMPLE Balsamiqprototype for an iPhone interface Credit:AppsForGood/YouTube.com Viewonline
  • 35. DEMO
  • 37. ACTIVITY 2: PROTOTYPING WITH BALSAMIQ Create aprototype for an airline’s website reservation functionalityon atablet. Goal: Simulate interaction flow Include: Search for flights Specials Bonus: Add features --check flightstatus, online check-in
  • 39. WHAT IS A PERSONA? Afictionalcharacter developed to accuratelyand realistically representone type of user your productis designed to serve.
  • 40. WHY USE PERSONAS? Awayto distillthe goals and desires of the users you serve, make them memorable and human Talk aboutproductfeatures as theyrelate to aspecific person instead of “The User” Focus the user experience your product Prioritize improvements to your product Getallthe assumptions outin the open and aligned Uncover disconnects Geteveryone to buyin
  • 41. PERSONAS ARE NOT... User Profiles Marketsegments Realpeople Statisticallyrepresentative Comprehensive Absolute Static
  • 42. FULL PERSONAS Based on extensive user research Site visits Interviews Analytics dataand logs Tech supportlogs Marketresearch Sales team notes ...other dataon realusers
  • 43. HOW DO I GET DATA? User Researcher Third-partydata Government, NGOs, or Think-tanks (Pew, data.gov, yougov.com) Commercial(Nielsen, Gallup) UX {UIE, AnswerLab} Approach with aquestion in mind
  • 44. WHAT IF I HAVE NO REAL DATA? And no budgetfor UX research... AD-HOC PERSONAS a.k.a. Assumption personas, Quick personas, Thin personas... Getwhatever generaldatayou can Who are you buildingfor? Test, research, modify... repeat!
  • 45. AD-HOC PERSONAS Can be advantageous even if you have data Quick to create Jump-starts the process of developingpersonas Makes dataanalysis easier Focuses future research: validation, answeringrelevant questions
  • 46. WHAT DOES A PERSONA LOOK LIKE? TypicalCharacteristics: Category Afictionalname Job title, role, responsibilities Their goals, needs, and priorities Their environment Demographics (if relevant) Aquote or keystatement Aphoto (usability.gov) An example persona
  • 47. ACTIVITY 3: CREATE PERSONAS
  • 48. ACTIVITY 3: MODIFY YOUR PROTOTYPE Choose one personaas your primaryone Modifyyour Balsamic prototype from Activity2 to serve the specific needs and goals of thatprimarypersona
  • 49. POWERPOINT / KEYNOTE / (OTHER)
  • 50. POWERPOINT / KEYNOTE: ADVANTAGES Familiar and widelyavailable Easyto learn and use Can exportto PDFor HTML Usefulfor collaboration amongdistributed teams Can draw on existingresources for UI elements Can simulate some interactivity
  • 51. POWERPOINT / KEYNOTE: DISADVANTAGES Limited tools for visualdesigners Limited interactivity
  • 52. EXAMPLES Keynote prototype for iPhone interface Credit:amirkhella/YouTube.com Viewonline
  • 54. ACTIVITY 4: PROTOTYPING WITH POWERPOINT OR KEYNOTE Create aprototype for aweather webapp Goal: Determine if keyuser needs are met Include: Currentconditions Forecast Chance of precipitation Multiple locations Sunrise and sunsettimes Bonus: Additionalfeatures like an extended forecast, hourlyforecast How willyour design change on smaller screens /mobile devices?
  • 56. FIREWORKS: ADVANTAGES Highlyflexible Can simulate manyinteractions with higer fidelity Designate common and reusable elements Comes with built-in UI elements library Integrates wellwith Photoshop and Illustrator Can be exported to PDF, HTML, Air, ... Can distribute and collaborate remotely Additionaltools for responsive and touch prototyping
  • 58. DEMO
  • 59. HTML / CSS PROTOTYPES
  • 60. HTML / CSS: ADVANTAGES The realthing Together with Javascript, can prototype actualinteractivity Or, withoutJS, fake it Modular &collaborative Free, requires no specialsoftware Can use frameworks Responsive -one prototype for allscreen sizes Might be possible to reuse code (butrarely)
  • 61. HTML / CSS: DISADVANTAGES Learningcurve Time-consuming Could be mistaken for the end product Difficultto collaborate with non-codingteam members
  • 62. TOOLS FOR HTML PROTOTYPING Hand-code Frameworks ( , , , others) ContentManagementSystem (eg. ) Visualtools ( , , , , others) Bootstrap Foundation Centurion WordPress Dreamweaver Edge Muse Jetstrap
  • 64. ACTIVITY 5: PROTOTYPING WITH... THE TOOL THAT WORKS FOR YOU Create aprototype for aconference website Goal: Establish website layoutand modelinteractions Include: Introduction and descriptions Date, location, featured speakers Aschedule of talks Pricingand registration Nearbyhotels, parking, localrestaurants
  • 65. PROTOTYPING AND PERSONAS KEY TAKEAWAYS Help you create agreatuser experience Keytools in user-centered design Greatfor aligningteams and gettingbuy-in from clients, execs, etc. Prototypingis easyand inexpensive Startbyusingthe tools you have &know. You can learn somethingelse later if you need to.
  • 66. RESOURCES & FURTHER STUDY Paper Prototyping: , , , UsabilityTesting: and -Steve Krug Personas: -Pruitt&Adlin PowerPoint/Keynote: Fireworks: , Muse: GeneralUX: , , , , , , , MyClientis Obsessed with the Design: iOS design elements Sneakpeekit UI Stencils Speckyboylist Don’tMake Me Think RocketSurgery Made Easy The Essential PersonaLifecycle Keynotopia ExportResponsive Prototypes iOS Touch Prototyping Muse Jams UIE UX Magazine Rosenfeld Media UXMastery AListApart Lynda Interaction Design Foundation 52 Weeks of UX Style Tiles