Design with the User in Mind. Alyshia Olsen UX Designer Tableau Software

Transcription

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2 Design with the User in Mind Alyshia Olsen UX Designer Tableau Software

3 It s not your fault

4 UX Design is about anticipating user needs 4

5 The Design Process

6 The Design Process? Discover Who is using this dashboard?

7 The Design Process? Discover Distill Who is using this dashboard? What are their main goals?

8 The Design Process? Discover Distill Ideate Who is using this dashboard? What are their main goals? How can I enable their success?

9 The Design Process Discover Distill Ideate Validate Who is using this dashboard? What are their main goals? How can I enable their success? Where can I improve the dashboard?

10 The Design Process Discover Distill Ideate Validate Who is using this dashboard? What are their main goals? How can I enable their success? Where can I improve the dashboard? Solve the right problem

11 The Design Process Discover Distill Ideate Validate Who is using this dashboard? What are their main goals? How can I enable their success? Where can I improve the dashboard? Solve the problem right

12 Finding your User Knowing who to talk to is just as important as talking to them.

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16 You are not the user

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18 HIGHLY PAID PERSON S OPINION

19 Customers are not the user

20 Discover Distill Ideate Validate

21 Discover If I had asked people what they wanted, they would have said faster horses. Henry Ford

22 Question the obvious

23 The Five Whys

24 The Five Whys

25 The Five Whys Year and Make of vehicle over time

26 The Five Whys Year and Make of vehicle over time 1 Understand what cars are coming into the shop

27 The Five Whys Year and Make of vehicle over time 1 Understand what cars are coming into the shop

28 The Five Whys Year and Make of vehicle over time 1 Understand what cars are coming into the shop

29 The Five Whys Year and Make of vehicle over time 1 Understand what cars are coming into the shop 2 Figure out what parts to keep on hand

30 The Five Whys Year and Make of vehicle over time 1 Understand what cars are coming into the shop Cost? 2 Figure out what parts to keep on hand

31 The Five Whys Year and Make of vehicle over time 1 Understand what cars are coming into the shop Cost? Efficiency? 2 Figure out what parts to keep on hand

32 Keep questions open-ended

33 The Five Whys Year and Make of vehicle over time 1 Understand what cars are coming into the shop Cost? Efficiency 2 Figure out what parts to keep on hand 3 Know when a vehicle is waiting on a part shipment

34 The Five Whys Year and Make of vehicle over time 1 Understand what cars are coming into the shop 2 Figure out what parts to keep on hand 3 Know when a vehicle is waiting on a part shipment 4 Understand when a vehicle isn t being worked on actively

35 The Five Whys Year and Make of vehicle over time 1 Understand what cars are coming into the shop 2 Figure out what parts to keep on hand 3 Know when a vehicle is waiting on a part shipment 4 Understand when a vehicle isn t being worked on actively 5 Eliminate wasted time

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38 Contextual Inquiry (ask how they do it today)

39 Contextual Inquiry (ask how they do it today)

40 Contextual Inquiry (ask how they do it today)

41 Contextual Inquiry (ask how they do it today)

42 Contextual Inquiry (ask how they do it today)

43 Have conversations, not interviews

44 ? Discover Who is using this dashboard?

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46 Distill Do not try to do everything. Do one thing well. Steve Jobs

47 Notes from User Interviews

48 Build what they need Not what they want

49 Solving the right problem Who are your users? What do your users need to do with the dashboard? What are we explicitly NOT doing?

50 Look for insights

51 Affinity Mapping

52 Affinity Mapping

53 Affinity Mapping Stagnation not sure what s happening, but feels like things get stuck in holding pattern sometimes

54 Affinity Mapping Stagnation not sure what s happening, but feels like things get stuck in holding pattern sometimes

55 Affinity Mapping Stagnation not sure what s happening, but feels like things get stuck in holding pattern sometimes Outliers how do I know if it s an exception or a trend?

56 Affinity Mapping Stagnation Thinks maybe holding pattern is due to parts and incorrect orders feels liks some model/ year combos are more problematic - not sure if this is true also want to know in general how we are tracking against ourselves not sure what s happening, but feels like things get stuck in holding pattern sometimes Model/ Year variables Outliers car 3 car 2 car 1 Seeing more prius than usual, not sure how many point in time time each car timeline another milestone Time variables does time of year affect effciency? can t really tell who is better at which job wants to be able to train, grow employees. Not sure how. prev year Employees employee compared to others per job type? bubble chart? Suppliers data seems to get worse in late spring. How can I handle this? do I need to hire more people? do my mechanics need more training? Other Info Estimating Time could be part shipments. This is suspected problem. estimates are based on flat rate hour pay for a job On Hold could be technician availability. But thinks he has enough technicians car could be on hold because customer didn t pick it up how do I know if it s an exception or a trend? somtimes something is just a fluke if there s abnormal data want to know more information about it it s difficult to keep everything on hand. there s just not space for large parts. which supplier is better?

57 Affinity Mapping Stagnation Thinks maybe holding pattern is due to parts and incorrect orders feels liks some model/ year combos are more problematic - not sure if this is true also want to know in general how we are tracking against ourselves not sure what s happening, but feels like things get stuck in holding pattern sometimes Model/ Year variables Outliers car 3 car 2 car 1 Seeing more prius than usual, not sure how many point in time time each car timeline another milestone Time variables does time of year affect effciency? can t really tell who is better at which job wants to be able to train, grow employees. Not sure how. prev year Employees employee compared to others per job type? bubble chart? Suppliers data seems to get worse in late spring. How can I handle this? do I need to hire more people? do my mechanics need more training? Other Info Estimating Time could be part shipments. This is suspected problem. estimates are based on flat rate hour pay for a job On Hold could be technician availability. But thinks he has enough technicians car could be on hold because customer didn t pick it up how do I know if it s an exception or a trend? somtimes something is just a fluke if there s abnormal data want to know more information about it it s difficult to keep everything on hand. there s just not space for large parts. which supplier is better?

58 Pattern Identification

59 Pattern Identification Tableau elearning

60 Pattern Identification

61 Interviewee Notes

62 Interviewee Notes

63 Interviewee Notes

64 Interviewee Notes

65 Interviewee Notes

66 Interviewee Notes

67 Interviewee Notes

68 Interviewee Notes

69 Interviewee Notes Many of these users don t check their dashboards as often as they d like

70 Pattern Identification - Insights Users don t check dashboard as often as they d like Generally communicate via and use mobile devices often Don t need ability to explore data in-depth

71 Pattern Identification - Goals Users don t check dashboard as often as they d like Generally communicate via and use mobile devices often Don t need ability to explore data in-depth Get insights without disrupting existing flow Dashboard doesn t need to encourage exploration

72 Goals Get insights without disrupting existing flow Dashboard doesn t need to encourage exploration

73 Goals Get insights without disrupting existing flow Use article style of dashboard Communicate big wins

74 Goals Get insights without disrupting existing flow Use article style of dashboard Communicate big wins Understand impact of elearning on revenue

75 Remember that you may have multiple user types

76 The Design Process? Discover Distill Who is using this dashboard? What are their main goals? Solve the right problem

77 Ideate The first idea is often not the best idea.

78 Write everything down

79 Crazy Eights

80 Crazy Eights 8 Ideas 5 Minutes

81 Blue Sky Thinking

82 Blue Sky Thinking Ground Ideas

83 Blue Sky Thinking Blue Sky Ideas Ground Ideas

84 Blue Sky Thinking Blue Sky Ideas Creative Solutions Ground Ideas

85 Connect the dots

86 Dashboard by Anthony Gould

87 Dashboard by Anthony Gould

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89 Check the basics

90 Check the basics Interaction Keep interaction effects onscreen Don t make users scroll within vizzes Be mindful of users familiarity with Tableau

91 Check the basics Interaction Keep interaction effects onscreen Don t make users scroll within vizzes Be mindful of users familiarity with Tableau Visual Get it right in black and white Use color mindfully and consistently Whitespace helps focus

92 ? Discover Distill Ideate Who is using this dashboard? What are their main goals? How can I enable their success?

93 Validate Do not seek praise; seek criticism. Paul Arden

94 Try to break your ideas

95 Be a Detective

96 Be a Detective

97 Lightweight Feedback

98 Pretend a colleague built it

99 Lightweight Feedback

100 Lightweight Feedback How do I answer the question: How much have of our total training revenue has transferred to e-learning?

101 Lightweight Feedback How do I answer the question: How much have of our total training revenue has transferred to e-learning?

102 Lightweight Feedback

103 Lightweight Feedback

104 User Testing

105 Give your users a task

106 Ask your users to think aloud

107 When are you finished? Perfect is the enemy of done

108 The Design Process Discover Distill Ideate Validate

109 Understand your user Uncover insights Define goals Brainstorm and refine Prototype Look for flaws Keep improving Discover Distill Ideate Validate

110 Understand your user Uncover insights Define goals Brainstorm and refine Prototype Look for flaws Keep improving Discover Distill Ideate Validate The Five Whys Contextual Inquiry Affinity Mapping Pattern Identification Crazy Eights Blue Sky Thinking Check the Basics Be a Detective Lightweight Feedback User Testing

111 Understand your user Uncover insights Define goals Brainstorm and refine Prototype Look for flaws Keep improving Discover Distill Ideate Validate The Five Whys Contextual Inquiry Affinity Mapping Pattern Identification Crazy Eights Blue Sky Thinking Check the Basics Be a Detective Lightweight Feedback User Testing

112 Good design is knowing your tradeoffs

113 Want more UX? The Design of Everyday Things Don Norman (Nielsen Norman Group) A Project Guide to UX Design For User Experience Designers in the Field or in the Making Handbook of Usability Testing How to Plan, Design, and Conduct Effective Tests

114 Questions?