Post on 11-Aug-2015
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
PUBLIC INFORMATION
Designing for UsersUser-Centered Design at Rockwell Automation
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Agenda
Q & A (time permitting)
Where You Come In
Rockwell Case Studies
User-Centered Design
Introducing…
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Introducing Your Presenters
• User Experience Platform Lead (Controls and Visualization Business)
• Masters in Information Science
• 10+ years in Software Product Design
• 1 year at Rockwell Automation (Mayfield Heights, OH)
Abigail Plumb-Larrick
• User Experience Analyst, Digital Marketing
• B.A. in English (minor in Scientific and Technical Communication)
• 12 years at Rockwell Automation (Mayfield Heights OH)
• 10+ years in UX
Jennifer Giordano
• User Experience Manager (Control Products & Solutions)
• B.S. in Electrical Engineering
• 20 yrs in Software Product Development
• 5 yrs in UX
• 15 years at Rockwell Automation (Milwaukee, WI)
• Professional Scrum Master
Joe Balistrieri
• User Experience Design Team Lead (Controls and Visualization Business)
• Masters in Computer Science
• 16 years at Rockwell Automation
• 8 years in UX
Matt Ericsson
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
User-Centered Design/User Experience
Designing products through the lens of
the user’s experience, focusing on
ease of use and meeting user’s needs.
User-Centered Design = UCD
User Experience = UX
Leonardi da Vinci’s Vitruvian Man
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Research
• Understand users and their goals
Analysis
• Define the scope of a solution
• Task Analysis
Design
• Design a solution
Development
• Implement a solution
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User Centered Design Cycle
This is
where you
come in.
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Ways of Understanding
Behavioral
Attitudinal
Qualitative
(Direct)
Quantitative
(Indirect)
Approach
Dat
a S
ou
rce
Chart design © 2008 by Christian Rohrer
Questions answered by research methods based on Data Source and Approach
What people do
What people say
Why & how How many & how much
Scenario Tests
Navigation Tests
Card SortsInterviews
Surveys
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Let’s try an experiment.
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Instructions
Take out your smartphone, tablet or
laptop. (Don’t have one? Look on with
your neighbor.)
Go to https://goo.gl/5wCTHn or grab the
QR code with a QR code reader
Review the directions and click “OK”
Perform the task.
Select “Finished” or “Abandon”.
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Some Relevant Standards
Operating system-based guidelines: Windows UI Guidelines
ISO 9241-210:2010(en) (“interactive systems”)
The design is based upon an explicit understanding of users, tasks and environments.
Users are involved throughout design and development.
The design is driven and refined by user-centered evaluation.
The process is iterative.
The design addresses the whole user experience.
The design team includes multidisciplinary skills and perspectives.
ASM Consortium Guidelines: Effective Console Operator HMI Design
ISA101 (in committee): Standard on Human-Machine Interface (HMI) usability.
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
User Research in Drives
Joe Balistrieri
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User Research – Big and Small
Unbox Install Get ControlOpen Box Prep Drive Position EnergizeWire-up Connect Configure Bump Motor
Drive Startup Experience
Terminal Labels
Fiber Connections
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What’s the Temp?
128˚
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Turn on the light!
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Which nozzle?
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Case Study: Product Selection on AB.com
Jennifer Giordano
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Summary
Problem Statement
Multiple navigation paths to
get to product content
Multiple content repositories
with overlapping content
Outdated and complex user
experience
Solution
Simplify path to product
content
Streamline content in multiple
content repositories
Improve and simplify the
overall user experience
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Research
• Understand what users want
Analysis
• Define the scope of the solution
• Task Analysis
Design
• Design the solution
Development
• Implement the solution
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User Centered Design Cycle
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When Atlanta is Closed Because of Snow and Ice…
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…we improvised by leveraging Rockwell’s presence in
social media channels
AB.com Safety Product Taxonomy Research Virtual Locations: Facebook, LinkedIn, and Twitter Method: Open Card-Sort Participants: 44 users
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Persona: Kai, Process Engineer
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A persona is a user story that gives us a “real person” to
envision when we’re designing, writing, & editing information and
tools
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Current-state Experience
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Future-state Experience
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Designing on the back of a napkin
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More refined designs
25
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Final designs – This is where we are
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Usability Testing Results
Task: Find ArmorStart motor controllers that meet specific technical requirements
Primary Target (Task Success) Secondary Target(s) Success Rate Result
Generate a list of catalog numbers using filters None 90% Validated
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
User Quotes
“Design is simple, easy to follow; good flow and logical”
“I use pictures a lot to help me find the product category I need”
“Pictures help me confirm I'm in the right area”
“Would be helpful to have the catalog # in a selection table link to the catalog #
entry in the Product Selection tool so I can see image, etc.”
“At-a-Glance table has all the information I'm looking for“
“I’m more confident about the catalog number from RAISE” (less error prone)
“If you do the dynamic compare, I would not shop anywhere else”
Customer reaction to the proposal to present all options for a product and provide the
ability to "filter" to obtain the final result: "that is EXACTLY what I'm looking for!
(product selection method)"
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AB.com – Product SelectionSurvey Feedback
“Make product selection/differentiation easier.”
“More consistency across product line literature with regard to finding selection information, typical wiring diagrams, user manuals and product details needed for design and implementation.”
“Combine all information in one "path." Currently, you have to choose Product Catalog or Product Directory which each take you through different paths and have different information. It would be nice to only have one method to access all product information.”
Action Taken: ab.com redesign
Merged catalog content with Product directory and product pages
Added product selection on ab.com via a ‘faceted’ search to select catalog numbers based on select product attributes
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Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
EasyActivate
Abigail Plumb-Larrick & Matt Ericsson
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Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Complex, Difficult, Low-value
Wide variety of complaints
Many scenarios
Variety of research methods
Contextual inquiry
Customer survey
User interviews
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Design for the 80%
How can we simplify the most frequent case?
What is the most frequent case?
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Simplest caseS/n and product key already on computer
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Followup testing
Automation Fair 2014
“Facilitated walkthrough”
Overwhelmingly positive
One major opportunity for improvement
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Where You Come In
Opportunities to Participate
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How can you help?
User Research Panel
Host a site visit
Participate at events
Product management contact
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
Questions/discussion
Jennifer Giordano
Joe Balistieri
Matt Ericsson
Abigail Plumb-Larrick
Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED
We care what you think!
Please take a couple minutes to complete a quick session survey to tell us how we’re doing.
On the mobile app:
1. Locate session using Schedule or Agenda Builder.
2. Click on the survey icon on the lower right corner of
the session detail
3. Complete survey
4. Click the Submit Form button
Thank you!!
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