successful user experience in an agile enterprise environment

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Achieving UCD within Agile Melissa Federoff Usability Team Manager A success story from salesforce.com

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This presentation was given at HCI International in San Diego, CA on 7/23/2009 by Melissa Federoff, manager of the Usability Team at salesforce.com Salesforce.com is a leader in the enterprise Customer Relationship Management (CRM) marketplace.Background on the presentation: In 2006, salesforce.com’s Research and Development (R&D) organization transitioned over 30 product teams from a waterfall development process to an agile one. The R&D department is responsible for producing all products offered to salesforce.com customers. After the transition, it was clear that User Experience (UX) team members were dissatisfied. When asked 6 months into the rollout if agile was making their work life better, only 24% agreed. This paper presentation discusses how the team and management responded to this data and as a result reached an 85% satisfaction rate a year later.

TRANSCRIPT

Page 1: Successful User Experience in an Agile Enterprise Environment

Achieving UCD within Agile

Melissa Federoff

Usability Team Manager

A success story from salesforce.com

Page 2: Successful User Experience in an Agile Enterprise Environment

Safe Harbor Agreement

Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for our fiscal year ended January 31, 2008, our quarterly report on Form 10-Q for our fiscal quarter ended April 30, 2008, and in other filings with the Securities and Exchange Commission. These documents are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 3: Successful User Experience in an Agile Enterprise Environment

Goals of this Talk

Overview our User Experience team’s transition to Agile

Offer hints at strategies for success

Page 4: Successful User Experience in an Agile Enterprise Environment

Simple FactsUX at salesforce.com

Page 5: Successful User Experience in an Agile Enterprise Environment

salesforce.com: An easy place to get inspired

Salesforce.com is the enterprise cloud computing

company

• Software as a service model (we host the infrastructure and data)• Customer Relationship Management (CRM) application & platform• 59,300 customers | 1.5 million subscribers | 3,600 full-time employees

Page 6: Successful User Experience in an Agile Enterprise Environment

UX at salesforce.com: Where creativity & collaboration rule 

An ever growing team:

• Design: Visual Designers, Interaction Designers• Research: Usability Analysts, User Researchers

Page 7: Successful User Experience in an Agile Enterprise Environment

Simple FactsMoving to Agile

Page 8: Successful User Experience in an Agile Enterprise Environment

Why the move to Agile?

2000 2001 2002 2003 2004 2005 2006

Features Delivered per Team

Days between Major Releases

Features Delivered per Team

Page 9: Successful User Experience in an Agile Enterprise Environment

Key differences with Agile

FACE TO FACE check-ins daily increases visibility

TEAM DRIVEN decisions increases accountability

TIME BOXED development increases predictability

INCREMENTAL releases manageability

Page 10: Successful User Experience in an Agile Enterprise Environment

6 months later…

Survey Question % of all Technology that agreed

% of UX that agreed

Is agile making your team more effective?

80 30

Agile will maintain or improve the quality of our products.

78 42

Since the rollout of agile, I am having a good time.

52 23

Page 11: Successful User Experience in an Agile Enterprise Environment

Key Problems

Assigned to too many teams (too many meetings!)

Timelines too tight

Difficult to design complex enterprise features in segments

Page 12: Successful User Experience in an Agile Enterprise Environment

18 months later…

Survey Question % agreeMarch 2007

% agreeMarch 2008

Is agile making your team more effective?

30 73

Agile will maintain or improve the quality of our products.

42 86

Since the rollout of agile, I am having a good time.

23 86

Page 13: Successful User Experience in an Agile Enterprise Environment

Simple FactsTransitioning to Success

Page 14: Successful User Experience in an Agile Enterprise Environment

Key Problem #1

Assigned to too many teams (too many meetings!)

Key Solution #1

Change resource allocation

Page 15: Successful User Experience in an Agile Enterprise Environment

Shared Resources

How many scrum teams do you belong to?

1 team,

15%

2 teams,

15%

3 teams,

15%

4 teams,

38%

5 or more

teams, 15%

Page 16: Successful User Experience in an Agile Enterprise Environment

Office Hours

Predetermined time and

location where scrum

teams without designers

can stop by for advice

Page 17: Successful User Experience in an Agile Enterprise Environment

Key Problem #2

Hard to design complex features in segments

Key Solution #2

Parallel design & development

Page 18: Successful User Experience in an Agile Enterprise Environment

Parallel Design

Design ahead while developers are

working on back end features

image from Agile case study by L. Miller, 2005

Page 19: Successful User Experience in an Agile Enterprise Environment

Key Problem #3

Difficult to get feedback to feature teams in time

Key Solution #3

Maximize research efficiency

Page 20: Successful User Experience in an Agile Enterprise Environment

Rapid Iterative Testing & Evaluation (RITE)

image from RITE case study by M. Medlock, 2002

Page 21: Successful User Experience in an Agile Enterprise Environment

Simple Facts3 Years Later… Are we done?

Page 22: Successful User Experience in an Agile Enterprise Environment

Continued Evolution

Improving communication and clarity of results

Assessing Utility early, before Usability

Bringing users into Sprint Reviews

Page 23: Successful User Experience in an Agile Enterprise Environment

Simple FactsConclusion

Page 24: Successful User Experience in an Agile Enterprise Environment

Key Takeaways

UX can be incorporated into Agile successfully

Constant adaptation and flexibility are required

There are lots of success stories to learn from!

Page 25: Successful User Experience in an Agile Enterprise Environment

Simple Facts Q&A

p.s. We’re hiring!!

Page 26: Successful User Experience in an Agile Enterprise Environment

User Experience of Enterprise Software

1. Designing International Enterprise SoftwareJanaki Kumar, Daniel Rosenberg, Paul Hofmann, Michael Arent, SAP Labs, United States.

2. From Research to Product: Integrating Treemaps into Enterprise SoftwareJoseph Goldberg, Jonathan Helfman, John Beresniewicz, Oracle USA, United States.

3. Successful User Experience in an Agile Enterprise EnvironmentMelissa Federoff, Catherine Courage, salesforce.com, United States.

4. Customer Boards as Vehicles of Change in Enterprise Software User ExperienceAnna Wichansky, Oracle USA, United States.

5. A Retrospective and Prospective View of Information Technology Professionals’ Use of Tools: Maturing the User ExperienceCandace Soderston, Microsoft Corporation, United States.

6. Crafting Contemporary Enterprise Application User ExperiencesJeremy Ashley, Misha Vaughan, Oracle USA, United States.

7. Designing for the Next Generation: Generation-Y Expectations Patanjali Venkatacharya, Sean Rice, Lulit Bezuayehu, Oracle USA, United States.