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Letting go of perfection: Developing IA agility World Information Architecture Day 2012 Ann Arbor, MI Chris Farnum, Serena Rosenhan @crfarnum @SHRosenhan #WIAD

WIAD2012 A2 - Letting go of perfection: Developing IA agility

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Chris Farnum and Serena Rosenhan revisit their presentation from IAS2011 for World IA Day 2012 in Ann Arbor. This presentation is about the challenges of making the mental shifts needed to apply IA thinking to agile development.

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Page 1: WIAD2012 A2 - Letting go of perfection: Developing IA agility

Letting go of perfection: Developing IA agilityWorld Information Architecture Day 2012

Ann Arbor, MI

Chris Farnum, Serena Rosenhan

@crfarnum @SHRosenhan #WIAD

Page 2: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Background – UXD/IA at ProQuest Build search applications for academic and

corporate users Translate business requirements into user

experiences that can be implemented by development

Sit within development group Have shifted from traditional (waterfall) to agile

development processes Work on large scale agile projects

Global Multi-year

Page 3: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

IA - Traditional development cycle

Business Case

Functional Design (prototyping, JADs usability testing )

Technical Design

Business requirements

Functional requirements

Design documents

Implementation

Test

Release

IAprocesses

Page 4: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

What’s agile development, eh?

Wikipedia’s definition:

….a group of software development methodologies based on

iterative and incremental development, where requirements and solutions evolve through collaboration between self-organizing, cross-functional teams. It promotes

adaptive planning, evolutionary development and delivery, a time-boxed iterative approach, and encourages rapid and flexible response to change. It is a conceptual framework that promotes foreseen interactions throughout the development cycle. http://en.wikipedia.org/wiki/Agile_software_development

For more see: The Agile Manifesto - http://agilemanifesto.org/

Page 5: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

IA in agile development

Prioritized requirements

Design

Develop/Test

Iteration release Productrelease

Planning

Core IAProcesses

Page 6: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Agile challenges traditional IA value proposition

Working in Waterfall

Define site/application systems (navigation & labeling, metaphors etc.), resulting in a comprehensive and scalable user experience

Use upfront research to inform designs

Provide detailed and elegant deliverables to developers

Save money and development effort by reworking and testing designs before one line of code is written

Working in Agile

Can only design for known requirements.

Cannot do all research up front.

Smaller deliverables produced much more frequently

Coding begins before design is finished – inevitably has to be re-worked.

Page 7: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

How can IAs be successful in agile?

Let go of old ideas of perfection and . . .

Change how you think

Change how you work

Page 8: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you think

Understand the opportunities for IA in Agile

You can design iteratively

• Freedom to make mistakes earlier

• Working prototypes for testing come early

• It’s OK to refactor... Really!

Page 9: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Want-to-have vs. need-to-have

How do I know the difference?

• Prioritize requirements• User personas and use case

scenarios• “What’s the simplest thing that

could work?”• Remember that it’s a moving

target

Change how you think

Page 10: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you think

Increment your way to perfection

Think just enough, just in time

• Additional features ≠ better.

• Elaborate designs do not always create the perfect UX.

• Iterations provide room to make incremental progress

Page 11: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Pyramid example courtesy of John Mayo-Smith, Two Ways To Build A Pyramid, InformationWeek, 22 Oct 2001http://www.informationweek.com/news/development/tools/showArticle.jhtml?articleID=6507351

Goal = A pyramid for the Pharaohs tomb

An example…

Page 12: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Approach 1 – Build the foundation

Pyramid example courtesy of John Mayo-Smith, Two Ways To Build A Pyramid, InformationWeek, 22 Oct 2001http://www.informationweek.com/news/development/tools/showArticle.jhtml?articleID=6507351

Page 13: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Approach 2 – Build up the pyramid

Pyramid example courtesy of John Mayo-Smith, Two Ways To Build A Pyramid, InformationWeek, 22 Oct 2001http://www.informationweek.com/news/development/tools/showArticle.jhtml?articleID=6507351

Page 14: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Search saved article full text

Auto-fill search box

Search saved article titles

Add/edit notes

Share notes and ratings with others

Ratings

Create a personal account

Customize colors and

layout

Change password

Email a link to an article.

Email multiple articles

Attach the whole article

as a PDF

Add / delete articles to a

list

Save articles to folders

Place in multiple folders

General requirement: Users must be able to save and organize articles they find on your site into a personal account space.

Ability to find saved articles

Allow users to add notes

Create a personal account

Business Requirements

Ability to email articles

Ability to save articles

Page 15: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Basic Functions

Enhancements

Embellishm

ents

Back to the pyramid

Page 16: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Add/edit notes

Share notes and ratings with others

Ratings

Register for a personal account

Customize colors and

layout

Change password

Basic Functions

Enhancements

Embellishments

It’s tempting to build requirements vertically...

Allow users to add notes

Personal account

Business Requirements

Email a link to an article

Email multiple articles

Attach the whole article

as a PDF

Add / delete articles to a

list

Save articles to folders

Edit, Move, Rename Folders

Ability to email articles

Ability to save articles

Ability to find saved articles

Auto-fill search box

Search saved article titles

Search saved article full text

Page 17: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Share notes and ratings with others

Ratings

Register for a personal account

Customize colors and

layout

Change password

Basic Functions

Enhancements

Embellishments

Good layering creates a fully functional system more quickly.

Allow users to add notes

Personal account

Business Requirements

Email a link to an article

Email multiple articles

Attach the whole article

as a PDF

Add / delete articles to a

list

Save articles to folders

Edit, Move, Rename Folders

Ability to email articles

Ability to save articles

Auto-fill search box

Search saved article titles

Search saved article full text

Ability to find saved articles

Add/edit notes

Page 18: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Share notes and ratings with others

Ratings

Register for a personal account

Customize colors and

layout

Change password

Basic Functions

Enhancements

Embellishments

Starting basic is also important at the next level of granularity.

Allow users to add notes

Personal account

Business Requirements

Email a link to an article

Email multiple articles

Attach the whole article

as a PDF

Add / delete articles to a

list

Save articles to folders

Edit, Move, Rename Folders

Ability to email articles

Ability to save articles

Auto-fill search box

Search saved article titles

Search saved article full text

Ability to find saved articles

Add/edit notes

Page 19: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

1st layer – Saved list of articles

Layered design example

Page 20: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

2nd layer – Add navigation, article details, sorting

Layered design example

Page 21: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Bi-focal design• Attention to framework, architecture, big picture • Deliver detailed design on very small aspects of system.

Page 22: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Personas Use cases Sketches Wireframes User stories Process flow Prototypes

-and- Ad hoc – what the project needs now.

Many of these are familiar, but how youproduce them may change.

Page 23: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

The Agile Manifesto“Working software over comprehensive documentation”

Austin Govella“There’s a dangerous, anti-deliverable meme lurking about that damages good teams.”

Anders Ramsay“UX designers continue to struggle with letting go of the deliverables mentality, the idea of UX being one of creating pretty-looking design artifacts before starting to create software.”

Deliverables– think lightweight!

Page 24: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Try using “dirty deliverables” for some situations.

A basic site map – post its on butcher paper (courtesy of FatDUX)

Page 25: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

FIG 2: My Saved Articles FIG 2 Notes:

1. Page title2. Count of all items in the list.

• Increments as items added• Decrements as items deleted

3. Link back to last set of search results

4. Sort options:• By date added – reverse chron• By date published – reverse

chron• Alphabetical by title

5. Checkbox to select all items in the list• Checking selects all items• Unchecking deselects all items

6.Articles. Each item includes:• Checkbox• Number in list• Citation – in same style as in

search results• Date added – DD Mon YYYY

12

34

5

6

Wireframes work well side by side with annotations

Page 26: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Change how you work

Title: Article list view

User statement: As a researcher, I want to see a list of articles that I have selected during my session.

Acceptance criteria:

1. The page appears as in the wireframes.

2. The titles of all articles the user has selected during the session are listed in alphabetical order.

3. The articles are numbered.

4. Each article can be deleted from the list.

Wireframes: http://www.mywireframelink.com

Owners:

JMarkel – IA

JJones - DEV

SSmith – QA

Related Stories:1287 Link to article list from utility nav.

History/notes:

1. 1 Apr 2011, JMarkel - Story created

User stories – keep them short and precise. Link to details

Page 27: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Conclusion

Do you really have to let go of perfection to be agile?

It’s not about perfect deliverables, it’s about working toward a highly usable product.

It’s a goal, not an end-state.

It’s a lesson we’re all still learning.

Page 28: WIAD2012 A2 - Letting go of perfection: Developing IA agility

@crfarnum @SHRosenhan #WIAD

Bye

Questions?

Contact info:[email protected]

[email protected]

Slidesharehttp://www.slideshare.net/ChrisFarnum/

Special thanks to Joanna Markel and Carissa Demetris!without whose Agile know-how this presentation would not have been possible