crafting the discovery phase -...

Crafting the Discovery PhaseFirst Steps in Effective UX Projects

UXDC 2015 Washington, DC

Dan Brown EightShapes

SCOPE QUANTITY

How should this button be

styled?

We should prioritize this

content…

What we need to be focusing

on is…

What we’re trying to

accomplish is…

Symptoms1. Lack of alignment

2. Lack of definition

3. Lack of participation

A set of activitiesthat yield shared knowledgeto structure and informdesign decisionsabout a particular product.

Goals1. How to structure a

Discovery Phase.

2. Understand what we mean by Discovery.

What you get

Hypotheses Assertions Model

Hypothesis 1

SettingDirection+Framing

Problem

Framing Problem

Problem Solution

Inputs and Relationships

Product Design

Interpretation and Methods


Product Design

Desired Impact

Actual Impact


Assertions1. Problems or Objectives 2. Context

Problems1.User + Need + Insight

2. News Story

3. Five Whys

http://www.slideshare.net/marknb00/hitd-201-design-thinking-lecture-3-framing-problems

http://www.dummies.com/how-to/content/how-to-write-a-problem-statement-for-six-sigma.html

Healthcare Products Inc (HPI) creates software tools for

hospitals and clinics. The Affordable Care Act of 2010

introduced legislation that changes the way providers

and insurance companies provide care and monitor

patients. HPI wants to release a software product to

help their customers deal with these new expectations.

Nurses, doctors, and administrators are all affected by

these changes, which address how they work together,

how they interact with patients, and how they

communicate with insurance carriers.

Passionate healthcare providers need to meet the obligations of the new law while maintaining standard of care because they aren't entirely sure how the new law affects their day-to-day work.

Objectives• What to accomplish

• For Whom

• Why they need it

Design a mobile app

for architecture interns

to track their internship progress

Objectives• What

• For

• Why

Context• Business

• Technical

• User

Business Technology Users• Added value • Cost savings • Success metrics • Brand • Operations • Budget, Resources

• Infrastructure • Architecture • Policies • Expertise

• Needs • Goals • Priorities • Impact

Context

Hypothesis 1


Problem

SettingDirection



Product Design

Desired Impact

Actual Impact


Desired Impact

Actual Impact


Assertions1. Principles or Implications 2. Concepts 3. Models

PrinciplesWhat the product should do. What makes it unique. What makes it better.

Eliminate unnecessary obstacles to publishing.

ImplicationsDownstream consequences of the findings.

Use fewer steps to publish draft content.

ConceptsWhat’s the big idea.

Twitter meets healthcare.

ModelsHow the product looks and behaves.

ModelsHow the product looks and behaves.

site mapflow chart

storyboardwireframesmock-ups


Problem

SettingDirection

FramingProblem

Card sortUser interviews

Stakeholder interviews

Baseline testingTechnical analysis

Content auditBrand analysis

Survey

Expert reviewComparative review

Requirements gathering

Data analysisStory writing

Persona writing

Task analysis

Journey mapping

Storyboarding

Mood boards

SketchingPrototyping

WireframingDesign studio

Site mapping

Concept modeling

Prioritizing

Planning

Batching

Brainstorming

SchedulingRoadmapping

SettingDirection

Requirements Direction

Open

Clos

ed

FramingProblem


Open

Clos

ed

Gathering

Processing

Exploring

Focusing

SettingDirection

FramingProblem

Envisioning a Solution

Framing a Problem


Open

Clos

ed

Gathering

Processing

Exploring

Focusing

Card sort

User interviewsStakeholder interviews

Content audit

Comparative review

Requirements gathering


Framing a Problem


Open

Clos

ed

Gathering

Processing

Exploring

FocusingData analysis

Story writing

Persona writing

Task analysisJourney mapping

Mood boards


Framing a Problem


Open

Clos

ed

Gathering

Processing

Exploring

Focusing

Sketching

Design studio

Site mapping

Concept modeling

Brainstorming


Framing a Problem


Open

Clos

ed

Gathering

Processing

Exploring

Focusing

Prototyping

Prioritizing

Planning Batching

Roadmapping


Open

Clos

ed

Gathering

Processing

Exploring

Focusing

SettingDirection

FramingProblem

The Noun Project • Andrew Jones, Dmitry Baranovskiy, Edward Boatman

How integrate?

At the gate1 2 3 4 5 6

Kick-off Interviews

User Interviews Analysis & Profiles

Sketching Wireframing

Content Audit Architecture

1 2 3 4 5 6 7 8

Wireframing

On the runway

Mock-Ups Wireframing Mock-Ups

Treejack User Feedback

User Feedback

NAVIGATION and SHELL ARTICLE PAGE

Strategy & PlanningAnalysis

Knowledge Gaps

Principles & Priorities

Modeling

In flight

previous activities ongoing design activities

User Feedback Analysis

Sketching

Interviews

Hypothesis 2

The Noun Project • Max Hancock

Hypothesis 2“We have to do Discovery before we can do Design.”

“When we finish theDiscovery phase...

Hypothesis 2“I have enough information to solve the problem.” vs

“I have gaps in my knowledge that prevent me from making good decisions.”


?Lean UX

Agile

Continuous Deployment

Perpetual BetaDesign Thinking

Sprint Zero

Strategy

Scrum

Product Discovery User-CenteredData-Driven

Hypothesis 1


Product Design

Desired Impact

Actual Impact


AssertionsStating the Problem Envisioning the Solution

• Problem Statements • Objectives • Context

• Principles or Implications • Concepts • Models

Hypothesis 2


The MatrixRequirements Direction

Open

Clos

ed

Gathering

Processing

Exploring

Focusing

SettingDirection

FramingProblem

Take-Aways1. Stating problem, setting direction

2. Mindset, not set of activities

3. Enter as needed, not a phase

THANK YOUThat was fun!

Want to learn more about the book?

Dan Brown EightShapes

http://j.mp/designdiscoverybook

http://j.mp/designdiscoverybook

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