31st March 2009

Collaborative environments to achieve goals

Many productivity problems I’ve found in teams are closely related to collaboration barriers. Really, any time frustration or problem your team is up to, please take the time to see if the roots of the problem is because your team is not fitting the following description:

A group of people come together, create a sufficiently shared understanding of an equifinal meaning that enables coordinated behavior, and then the actual activities of task identification, decomposition, distribution, coordination, and integration of outcomes are accomplished in a manner that lasts long enough for the goals [...] are realized.

That’s the definition of Collaboration as stated in Luke Hohmann’s article Some Answers to What’s Collaboration? .

Enforce collaboration. Agile practicesare meant to enforce collaboration. Think about it:

  • A dedicate workspace for team.
  • The workspace is in itself a meeting place, so anyone can convoke a meeting at any time without waiting for meeting room to be available.
  • The team is working in a circle-like distribution, everybody facing averybody.
  • Pair programming.
  • People participating in Daily stand-ups are talking to everybody, not only to ScrumMaster/Leader.
  • The ScrumMaster enforces a shared vision.
  • Openness in any meeting, specially in Retrospective meetings.
  • Shared agreement in decisions, even in controversial matters.
  • Reflect and Inspect what went wrong and right in each iteration (Retrospective meetings) in order to improve teaming.

Further reading

How to set up a productive working environment for Agile teams

Pair Programming with VNC

Organizing an Agile Modeling Room

posted in ScrumMaster Training, TaskBoard, Usability | 0 Comments

25th March 2009

No agile practices or processes are substitutes for a Roadmap or Vision

More and more I see Products/Start-ups failing to sell once they go out to the market. Here’s my take on their main reason of failure.

Problem: The Product Manager has an Idea for a Product and starts throwing User  Stories to the Team. The Team consumes them using the discipline they have devised by themselves thought the Sprints. Because we are doing Agile and Usability Studies, everything just have to end up fine, right? So at the end of the engineering effort the website will progressively go from glugging some sales to enabling more servers to control the fire hose throwing sale requests. Reality? if your are managing your product as I just described your are playing at the jackpot. You will have chances to have a fire hose throwing sales, but those chances are the same as hitting the jackpot.

Listen! Synthesize!

A Product Manager has to have conviction of his/her vision and the understanding that detractors will try to take the Product down, I mean, we live in the human jungle, don’t we?  However, such a conviction has to be tempered with Company’s Business Strategy, market trends, with Subject Matter Experts opinions, and, most important, with fact your Product is changing the world for better, that you are solving a real pain. So listening has to be the key factor when envisioning a Product. After you have listened to all the aforementioned stakeholders the following two hardest steps are ahead: 1) Synthesize all that input into something really remarkable, feasible to implement and affordable for customers. 2) Communicate that synthesis to stakeholders and team in order to go for it.

The Mirage of Bad Assumptions in Review Meetings and Usability Studies

A Review meeting becomes obsolete if you don’t have a Subject Matter Expert to evaluate the Sprint results. If you are doing software for kids, guess what, the final acceptance word is for the kids to give, not for you. When I say Acceptance Word, I mean: From a Product stand point, we got a increment, which is apart from the achievement the team has accomplished. If the team delivers what you asked for but displeased your final user, congratulate genuinely the team achievement and blame your inability of transmitting what the user needed to be solved. Although is vital to have team members skilled in the Product domain, I strongly recommend not to have a SME inside the team. Paying consulting hours to a external SME disconnect him/her from the fear of trying to please the Product Owner. The SME doesn’t have to fear telling the Product Manager “Your baby is ugly” or “Your baby is cute but the bodysuit that is wearing today is horrible”.

On the other hand, Usability Tests are tricky. First of all, Usability Studies are not a substitution of Marketing Studies. The latter are inputs for the former. Why? Because as Usability Test Facilitator will always be able to find users that fit a wrong characterization of your persona. The persona can easily represent a market segment that is not big enough to make your product profitable.

Let’s dot the i’s and cross the t’s

Scrum and popular Agile practices are good to deliver complex products on time assuring Product Owner satisfaction and fulfilling his/her vision.  But Scrum and popular Agile practices don’t cover all the responsibilities of a Product Manager, even more, the Product Owner role is a subset of responsibilities of a Product Manager. The ScrumMaster needs to receive a vision from the Product Owner to transmit it to the team. The Product Manager articulates a continuously validated vision and Product Strategy and then articulate a continuously validated Product Backlog. Don’t forget build an Agile Release Plan with clear milestones.

Further reading:

posted in Roadmap, Usability | 0 Comments

8th May 2008

Usability Test: Want valuable feedback? Recruit real user for testing

Yesterday I heard someone saying proudly that he was able to conduct successfully usability test for non-internal-use product using his employees because they fit the target user profile, so recruiting users for the “usability exercises” was easy. That comment made me feel impelled to state clearly why you should look for REAL users to conduct usability test, and BTW what does REAL mean?

In Aggiorno we are totally concern about letting our users to shape the product, to give them value in the way the want. In Aggiorno we have a rigorous process to find the appropriate users to participate in our usability tests, so I can tell you we are able to observe high quality behavior during the usability tests, why?

Carolyn Snyder states it clearly in her book Paper Prototyping: The Fast and Easy Way to Design and Refine User Interfaces (Interactive Technologies) when talking about recruiting in general Usability Tests (that is, not only applies for paper-prototyping):

Co-workers aren’t real users. Co-workers are usually not representative of real users, even if they talk to users every day or used to be users themselves. Your co-workers know stuff that real users don’t, such as your company’s business strategy, acronyms, brand, other products, and so on. Very likely, your co-workers know more about your interface—even if they haven’t seen it—than real users do. Therefore, the behavior of a co-worker usually isn’t a good proxy for what real users will do. (Possible exception: You’re designing an intranet or other interface specifically intended for employees of your company.) ”

Anyone who has assisted to any Usability Week will recall (as I do) the guidelines about recruiting once you have done a user profile that fit your persona description:

  1. Look for people who never had seen the product you are going to test. Your target market has never seen your product, you need to watch the first impression the final users is going to get, the pains that someone you want to convince will go through.
  2. Look for people who had never been in a usability test. Once someone participates in one Usability Test, that person, consciously or not, will learn what makes a facilitator taking notes, will try please or annoy the facilitator. Neutrality and the effort to emulate a real setting are lost. At least, allow six months between tests of different products for the same user.
  3. Look for people unfamiliar with you. Any feeling linked with the familiarity with you easily mares the objectivity of the test. Consider possible user’s thoughts: “My friend/girlfriend/father/husband/boss has worked so hard in this product! I would be uplifted during the test, I’m sure this is a great product”, “I don’t want to be fired” “I don’t want to hurt my friend’s feelings” “I hate this guy, I will be sure to let him know that his product sucks”.

All the companies that charges you for recruiting users for usability tests set good part of their quality by finding users that comply with those guidelines.

Any “tropicalization” of such guidelines of methodologies doesn’t make them better. The realities behind them are still valid everywhere. Even when the product is created in a “tropical” country, there is no reason to loose those guidelines, specially when your target market is not “tropical”.

Still, I am not against reviewing the UX with co-workers, even so remember this piece of advice of Carolyn Snyder:

You don’t want more opinions. I’ve yet to work at a company where there’s a shortage of opinions. The whole purpose of usability testing is to gather data from real users, not yet another internal opinion. It may not be wise to redesign an interface solely on the basis of internal feedback. If a co-worker gives you feedback that you don’t want to act upon (at least not yet), then you’re put in the awkward position of explaining why you’re apparently ignoring the valuable advice you asked him or her to give.”

Remember, a usability test is getting a REALITY CHECK, not yet another co-workers discussion. Is that easy Not at all! In the case of Aggiorno, we had had to go the places where our real users are, we had had to move our usability lab in order to get them. We want to listen, to watch as real as possible the Aggiorno use.

Feel free to let know any other useful guideline in recruiting users for usability tests.

posted in Usability | 4 Comments

8th April 2008

Usability Process: Using Aggiorno Round #2

I just finished the round #2 of Usability Tests of Aggiorno. It was amazing! I found out many important issues regarding how the user expects Aggiorno to behave given the Interaction Design it presents. And because I assume you are here to receive value I will tell you the generalities of doing a usability test and the general lessons.

I can’t show you specific details about the detected issues neither clips because of privacy matters outside of my control. However, in a near future post I can talk a bit about the design principles you always need to remember when designing User Interface.

The Process

The Usablity Test was conducted in a web development company called Cis-Solutions. From that company, five users were picked for this test. The selection process was based on a questionnaire where we were sure each user fits our target persona. The main aspects in this sample are:

1. College’s Bachelor Degree.

2. 20 to 30 years old.

3. 1 to 3 years working in ASP and/or ASP.NET

4. Uses Visual Studio Environment usually.

5. Develops sites of 16 to 50 pages

6. Maintains sites of +50 pages

Due technical problems during test executions, I wasn’t able to gather data to do a System Usability Scale (SUS). Instead of SUS, I resorted to ask the users to score (from a scale from 1 to 7) the satisfaction level using Aggiorno. Additionally, I asked them to score how useful Aggiorno is.

After a short but complete explanation of what Aggiorno is, does and how it is invoked, each user was asked to do some tasks with Aggiorno in a Web site already opened in Visual Studio 2005. Those tasks were carefully selected in order for us to see user’s behavior in our intended User Interface.

Conducting a Usability Test

Every time I conduct a usability test, I learn a lot and become more aware of more details. “User A is tapping his feet” “User B is humming” “User C is yawning” That’s behavior!! That together with “Think aloud” exercise allow me to collect the user is feeling (i.e. usability). I always ask the users: “Please pretend I am hot here (neither is any observer) so can swear freely in the case you want to.” I collected a big amount of notes in my chronological log. This is an art!

Finding patterns in raw data and reporting

Reviewing collected data is like drinking water from a hydrant. My preferred method for organizing that data into themes is Affinity Diagrams where each sticky note has a color correspondent to a user: User A has sticky notes in green and User B in yellow and so on. So I and observers (it would be great if any) organize in themes all the sticky notes. If a theme has all the colors available it means that that is a common issue, worthy to be noted.

Because the sticky notes are OBSERVATIONS, that is, OBJECTIVE NOTES, you have to describe consistently the behavior (crystallize the pattern) and make it an issue for the report.

What to do with that?

Soon I’ll let you know how to manage the Debriefing meeting.

There are so many details I am skipping in doing this post, so feel free of contacting me.

Why is User Studies so important for me? Because it means getting closer to user, being iterative, being open to the issues you are going to find and the potential changes they imply, learning to watch as an alternative to listen, inspecting over the collected data, adjust your course because of the lessons your learn from the tests. Do you follow me? For me THAT’S BEING AGILE!

posted in Usability | 0 Comments

3rd January 2008

The task board shows WHAT and HOW we are doing during a sprint

Finally I am back!! I apologize for my temporal aloofness!!
I was reading interesting postings at ScrumDevelopment group about Taskboard and how the progress is visualized so I want to share some ideas from our particular experience.

A very engaging aspect of Scrum (and Agile in general) is to find innovative ways for solving problems found in the Retrospective meetings. By the way, the Retrospectives are are rich well of requests and improvement opportunities. By pandering to those requests (and inspecting at the solutions) you will get a tailored improvement to the process.

How do we at Artinsoft do for keeping track of our Sprint progress using the Task Board? Let me explaining it to you by telling you the story.

We have acknowledged that the following phases are needed in order to set a done criteria for the User Stories we committed:

  • Design: Meetings to discusses architectural issues,
  • Development: Coding
  • Application Quality Improvement: Pair Programming and/or Code Review. We prefer Pair Programming.
  • Testing: Quality Assurance in the way of Developer or Integration Tests
  • Usability Tests

Additionally, a sixth kind of tasks emerged: Environment, as a mean to say that it is a task that encompasses all the environment setup (technology setup) to accomplish the User Story.

Well, in one Retrospective long time ago we pointed out that some User Stories were lacking of enough quality. Why? …. Got it! one or more aforementioned phases were being skipped when planning and implementing features. Why? We EASILY forget to get sure we get them while planning and even implementing. At the second level of “Why?” we realized we needed something catchy to remember those phases and to avoid the constant tendency of realizing them when the deadline is looming, or even worse: never!

We devised a solution: Use a specific color for each kind of task when doing the Sprint Planning and do a Color Distribution Assessment constantly: Do we have enough of all colors for all User Stories? If not, is there a unanimous and intentional awareness of it?

Our Taskboard looks like this:

We always have a good supply of sticky notes next to the TaskBoard, one color stack per phase or kind.

Along the Sticky notes we also have a supply of red round labels. Why so?

In the diagram, I pictured an hypothetical second day of the Sprint, in the Stand Up. The team member David (hence the “D” in the sticky note) delayed more than the recommended (and estimated) one day for that pink task (Usability) he committed to finished. He sticks a red round label to the task and in that way the Task Board is irradiating to the whole team that we are behind of the Sprint schedule.

Again, this has worked for us and fits to our specific circumstances. What do you think about it? Feel free to give me your opinions, all your comments are needed and welcomed!!

posted in Sprints, TaskBoard, Usability, User Stories | 1 Comment

16th October 2007

Aggiorno’s First Usability Study

We had an exciting week at Artinsoft. We are very close to an alpha state of our product named Aggiorno. What Aggiorno is about? Well,l I can’t tell you yet until release. But I can tell you I don’t know any other product claiming to do the same thing.

After several Sprints, we are ready to follow all the sacred guidelines for conducting Usability Tests. How do we know about those? Artinsoft foresaw this necessity and I was sent to the Usability Week 2007, Washington D.C. on April 22 through 27.

Roughly, I am leading the following steps

  • Recruiting people based on a Screening definition.
  • Scheduling the usability tests.
  • Executing the usability tests
  • Analyzing the usability tests

Recruiting people based on a Screening definition

To make a long story short, we found a way to form partnerships with high quality companies whose employees can be benefited with product. They found users (that fit our Aggiorno User Profile) able to willingly participate in our usability tests.

I am especially grateful to those companies for helping us to make a very usable product. I would let you know who they are very soon.

In this matter I just want to point out how important was to recruit just five users for this product stage. The reason is clearly explained in the following article Why You Only Need to Test With 5 Users of Jakob Nielsen. Nielsen was one of the speakers at Usability Week. I had the chance to talk with him after the training in order to discussing how to fit agile processes with Usability Studies.

Next steps

We setup our Usability Lab to run the tests at after work hours. I improve considerably my facilitator skills with each usability test, I love it!! Currently, we are evaluating the Morae software of Techsmith and in a future post I will let you know my opinion about it.

In this picture you can see me facilitating the test and explaining the setting of the usability lab to one of our users.

Keep tuned!


posted in Usability | 0 Comments

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