A New Era at IBM. Lean UX leading the way. Agile 2013
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Transcript of A New Era at IBM. Lean UX leading the way. Agile 2013
Ariadna Font Llitjós, PhD
UX Lead and Development Manager, Big Data
@quicola @ibmdesign #leanux #designthinking
A New Era at IBM.Lean UX leading the way.
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
A New Era at IBMScaling great design
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Creating a Consistent Culture of Design
Eliot Noyes1956
Selectric typewriter1961
Ray and Charles Eames1960s
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Good design is good business.
—Thomas Watson Jr.
Chief Executive Officer, 1973
Tuesday, August 6, 13
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Consistent, useful and pleasing
IBM Business Process Manager
IBM Operational Decision Manager
IBM Blueworks Live
Tuesday, August 6, 13
IBM DESIGN
AT SCALE
Tuesday, August 6, 13
CAN’T
DICTATE
GREAT OUTCOMES
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PROCESS
Tuesday, August 6, 13
PROCESS
Not a new way of acting, a new way of thinking
Tuesday, August 6, 13
Clear Conceptual Models
Decisions, not Process
Peer-Reviewed Artifacts
Tuesday, August 6, 13
Clear Conceptual Models
Decisions, not Process
Peer-Reviewed Artifacts
Tuesday, August 6, 13
Clear Conceptual Models
Decisions, not Process
Peer-Reviewed Artifacts
Tuesday, August 6, 13
COMMANDER’S INTENT
Tuesday, August 6, 13
COMMANDER’S INTENT“a framework for freedom to act”
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CAN’T
DICTATE
GREAT OUTCOMES
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CAN
PREPARE FOR
GREAT OUTCOMES
Tuesday, August 6, 13
IBM DESIGN THINKING
Defines our approach to creating compelling personal value propositions and
engaging user experiences
Tuesday, August 6, 13
IBM Design :: IBM Confidential :: ©2013 IBM Corporation
— Don Norman
“Designers [...] don't try to search for a solution
until they have determined the real problem,
and even then, instead of solving that problem,
they stop to consider a wide range of potential
solutions. Only then will they finally converge
upon their proposal. This process is called
‘design thinking.’”
17
“Rethinking Design Thinking” Core77, 19 March, 2013
Tuesday, August 6, 13
IBM Design :: IBM Confidential :: ©2013 IBM Corporation
“Designers [...] don't try to search for a solution
until they have determined the real problem,
and even then, instead of solving that problem,
they stop to consider a wide range of potential
solutions. Only then will they finally converge
upon their proposal. This process is called
‘design thinking.’”
18
— Don Norman
“Rethinking Design Thinking” Core77, 19 March, 2013
Tuesday, August 6, 13
IBM Design :: IBM Confidential :: ©2013 IBM Corporation
“Designers [...] don't try to search for a solution
until they have determined the real problem,
and even then, instead of solving that problem,
they stop to consider a wide range of potential
solutions. Only then will they finally converge
upon their proposal. This process is called
‘design thinking.’”
19
— Don Norman
“Rethinking Design Thinking” Core77, 19 March, 2013
Tuesday, August 6, 13
IBM Design :: IBM Confidential :: ©2013 IBM Corporation
“Designers [...] don't try to search for a solution
until they have determined the real problem,
and even then, instead of solving that problem,
they stop to consider a wide range of potential
solutions. Only then will they finally converge
upon their proposal. This process is called
‘design thinking.’”
20
— Don Norman
“Rethinking Design Thinking” Core77, 19 March, 2013
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking is about creating great experiences for our users.
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
This is not a user experience
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
This is a user experience
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
PRODUCT UX UI
SERVER DATA CENTER
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
PRODUCT UX UI
SERVER DATA CENTER
Product UX UI
Server Data
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Productmanagement
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Productmanagement How do I engage with Design and Engineering to drive business results?
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Productmanagement How do I engage with Design and Engineering to drive business results?
What’s in it for me?
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Productmanagement How do I engage with Design and Engineering to drive business results?
What’s in it for me?
How do I create a great product/solution design with limited time?
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Productmanagement How do I engage with Design and Engineering to drive business results?
What’s in it for me?
How do I create a great product/solution design with limited time?
How do I deliver great technology to market, with minimum waste?
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Deep engagement with Sponsor Clients/UsersGrounds project in the needs and domain knowledge of real users
‣ Product Management signs up Sponsor Clients/Users for each Release Hill• E.g., Client = Company A; User = John Smith
‣ Sponsor Users make themselves available for user research purposes, and attend and (where practical) run Playbacks• Significant time commitment in return for ability
to strongly influence product/solution outcomes
‣ Sponsor Clients are not the only option: Typically the team does other discovery and evaluation work to reach a larger population of target users
Who to recruit✓ Actual customers (clients) in target roles
✓ Services (preferably consultants, or lab services)
✓ Partners (delivery and sales partners)
✓ Technical sales (pre-/post-sales)
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Productmanagement
Define the mission
• Product Management decides what market problems to solve
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Kick-Off
Productmanagement
Define the mission
• Release Hills defined (PM)
• Back-of-envelope Metrics reviewed (PM)
• Playback strategy drafted (PM)
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Release Hills focus and empower teamsLess micro-management and more iteration
Tuesday, August 6, 13
EXAMPLE OF A RELEASE HILL:
“A business user should be able to create and start using a process application in less than 60 seconds”
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Release Hills focus and empower teamsLess micro-management and more iteration
Tuesday, August 6, 13
EXAMPLE OF A RELEASE HILL:
“A business user should be able to create and start using a process application in less than 60 seconds”
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Release Hills focus and empower teamsLess micro-management and more iteration
Tuesday, August 6, 13
EXAMPLE OF A RELEASE HILL:
“A business user should be able to create and start using a process application in less than 60 seconds”
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Release Hills focus and empower teamsLess micro-management and more iteration
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Discover and Envision
Kick-Off
Productmanagement
Define the mission
• Understand users, stories, requirements (PM, Design)
• Rapidly explore and converge the design (Design, PM, Engineering)
• Align on containable scope (Engineering, PM, Design)
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personas
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user stories & interactions
personas
Tuesday, August 6, 13
sketches
user stories & interactions
personas
Tuesday, August 6, 13
sketches
user stories & interactions
visual prototypes
personas
Tuesday, August 6, 13
visual & working prototypes
sketches
user stories & interactions
personas
Tuesday, August 6, 13
field testing
visual & working prototypes
sketches
user stories & interactions
personas
Tuesday, August 6, 13
field testing releaseblueprint
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Discover and Envision
Kick-Off Playback Zero
Productmanagement
Define the mission
• Design played back by Sponsor User (PM, Design and Engineering attend)
• Alignment across team on what is to be delivered to market
• Robust Release Blueprint and Design Artifacts shared in the wiki (PM, Design)
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Learnings from Playback 0
‣ Involve key stakeholders early and often
‣Refine business goals (based on user research, new information, clearer vision, etc.)
‣Design can be low-fidelity, but most important is high-fidelity of the story
‣Need a clear, realistic story
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Learnings from Playback 0
‣Be honest with your design artifacts (don’t try to show more details and make more decisions than the team has had time to discuss, assess feasibility for)
‣ Involve dev managers, as well as tech leads and as many devs as possible
‣Force alignment
‣Maximize learning and avoid waste (99% of the work leading to playback 0 was for the release, not for the playback itself)
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Discover and Envision
Kick-Off Playback Zero
Build and Refine
Productmanagement
Define the mission
• Code and test stories in small iterations/sprints (Engineering)
• Refine and finalize designs ahead of coding (Design)
• Evaluate end-of-iteration builds with users (Design)
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Discover and Envision
Kick-Off Playback Zero
Build and Refine
Productmanagement
Define the mission
• Sponsor User plays back major stories (epics) as implemented (PM, D, and E attend)
• Example: Playback 1 = “Happy Path” demo
• Playback of major stories drives integration test ahead of unit test (Engineering)
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Discover and Envision
Kick-Off Playback Zero Interim Playbacks
Build and Refine
Productmanagement
Define the mission
• Sponsor User plays back major stories (epics) as implemented (PM, D, and E attend)
• Example: Playback 1 = “Happy Path” demo
• Playback of major stories drives integration test ahead of unit test (Engineering)
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Learnings from Playback 1
‣High-fidelity mockups
‣The more specific, the better
‣Extremely powerful and valuable to see everything from beginning to end under one unified story (installer, back-end, front-end)
‣Having the sponsor user drive the playback, speaking in his own language, made it materially better than other playbacks.
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Manuel Corniel, Vivisimo Sales Exec:
“I want my team to learn to tell this same story to clients.”
Quotes from Playback 1
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Charlie Hill, CTO Design:
“To me it’s like nirvana, you’re getting a non-mediated demo (directly from the user).”
Quotes from Playback 1
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor client/user
Engineering
Discover and Envision
Kick-Off Final PlaybackPlayback Zero Interim Playbacks
Build and Refine
Productmanagement
Define the mission
• Sponsor user plays back full user experience starting with install/sign up (PM, Design and Engineering attend)
Tuesday, August 6, 13
Continuous improvement and DevOps
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
‣ Shorter deployment cycles (before or after release to production) make it easier to incorporate user feedback and/or usage data • Rapidly learn from actual usage and feed changes into next iteration/release• Data-driven design: Quantify effects of some (but not all) design changes
‣ With shorter release cycles, the full design cycle is repeated every N releases, e.g., every 6 months, instead of every release
Release Release ReleasePlayback Zero
Build and Refine Build and Refine Build and Refine
Example: Cycle repeated over six months = three 2-month releases
Kick-Off
Discover &EnvisionDefine the Mission
Tuesday, August 6, 13
Continuous improvement and DevOps
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
‣ Shorter deployment cycles (before or after release to production) make it easier to incorporate user feedback and/or usage data • Rapidly learn from actual usage and feed changes into next iteration/release• Data-driven design: Quantify effects of some (but not all) design changes
‣ With shorter release cycles, the full design cycle is repeated every N releases, e.g., every 6 months, instead of every release
Example: Cycle repeated over six months = three 2-month releases
Build and Refine Build and Refine Build and RefineDiscover &
EnvisionDefine the
Mission
Build and Refine Build and Refine Build and Refine
Build and Refine Build and RefineDiscover &
EnvisionDefine the
Mission
Tuesday, August 6, 13
Continuous improvement and DevOps
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
‣ Shorter deployment cycles (before or after release to production) make it easier to incorporate user feedback and/or usage data • Rapidly learn from actual usage and feed changes into next iteration/release• Data-driven design: Quantify effects of some (but not all) design changes
‣ With shorter release cycles, the full design cycle is repeated every N releases, e.g., every 6 months, instead of every release
Example: Cycle repeated over six months = three 2-month releases
Build and Refine Build and Refine Build and Refine
Discover &Envision
Define the Mission
Build and Refine Build and Refine Build and Refine Build and Refine Build and Refine
Discover &Envision
Define the Mission
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great designKey building blocks for consistently great design outcomes
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
Sponsor Clients/UsersContinuous engagement with people in target roles and industry domains
Key building blocks for consistently great design outcomes
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
Release HillsFocused investment, empowered teams
Sponsor Clients/UsersContinuous engagement with people in target roles and industry domains
Key building blocks for consistently great design outcomes
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
Release HillsFocused investment, empowered teams
Sponsor Clients/UsersContinuous engagement with people in target roles and industry domains
Key building blocks for consistently great design outcomes
PlaybacksRelentless focus on user value and experience throughout the development process
• Story-driven milestones led by users
• Playback Zero: Align on product vision before coding
• Interim Playbacks: Demo stories in executable code
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
Release HillsFocused investment, empowered teams
Sponsor Clients/UsersContinuous engagement with people in target roles and industry domains
Product Management
Wiki-based Release DocumentsEfficient cross-functional collaboration around peer-reviewed artifacts
Design
Engineering
Key building blocks for consistently great design outcomes
PlaybacksRelentless focus on user value and experience throughout the development process
• Story-driven milestones led by users
• Playback Zero: Align on product vision before coding
• Interim Playbacks: Demo stories in executable code
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
IBM DesignThinkingMetricsVisibility into objective operational data
1:9
ReleaseBlueprint URL
Organizationdata
Skills ratios
Dependencies
Design team skills data
Release Hills
Lead Users
Release HillsFocused investment, empowered teams
Sponsor Clients/UsersContinuous engagement with people in target roles and industry domains
Product Management
Wiki-based Release DocumentsEfficient cross-functional collaboration around peer-reviewed artifacts
Design
Engineering
Key building blocks for consistently great design outcomes
PlaybacksRelentless focus on user value and experience throughout the development process
• Story-driven milestones led by users
• Playback Zero: Align on product vision before coding
• Interim Playbacks: Demo stories in executable code
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Envisioning the IBM Portfolio
The IBM Portfolio
Enterprise scale and security
WORKS TOGETHER
WORKS THE SAME
WORKS FOR ME
Maps
Language
Personas
Tight integration across core technologies
Interoperability with complementary technologies
Common look and feel
Enables easy skills transfer
Focuses on the user and the user’s story
Spans product lifecycle (learn, buy, adopt,
maintain)
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CULTURE
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IBM DESIGN THINKING
Tuesday, August 6, 13
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Q & A
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
From startup to IBMLean UX leading the way
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Disclaimer:
The views presented in this part of the talk are my own and don't necessarily represent IBM's
positions, strategies or opinions.
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Vivisimo
Company size 120
Engineering size 30
Cross-functional team size 4
Enterprise search
Acquisition
June 2012 (TOB - January 2013)
IBM, Big Data
430,000
40+
10 / 12
Big Data exploration & visualization
+ many more layers of management
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Tuesday, August 6, 13
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
5 years of Agile and Lean practices
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Things that remained the same
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
‣ startup culture
‣ collaborative design workshops (aka design studios)
‣Kanban
‣ stories
‣ daily standups
‣ demos
‣ retro
‣ XP practices
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Things that changed
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Focused vision and target
vs.
Overstimulating environment & developing market
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking
3 Release business objectives
Envisioning the experience
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Colocated team
vs.
Distributed team (2/10 remote devs - still more colocated than most IBM teams)
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Non-dedicated design resources
vs.
Dedicated design resources(2 UX designers, 2 front-end devs, 3 app devs, 3 backend devs)
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Access to end users
vs.
Sponsor clients and users
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Demo features & functionality
vs.
Demo experience as a narrative
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
— John Doe
“This is a quote that makesa great point”
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
|| Dev || UX || PM ||
vs.
|| Dev + UX | PM ||
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Cross-functional team
Maximize learning
User-centric design and development
Just-in-time (minimize waste)
Validate and iterate
Lean UX Principles
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Design & development flow
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
1 Brainstorm and scope as a team
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
2 Workflow and creating epics
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
3 Breaking epics down to stories that can be designed / implemented
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
4 Design, validate, implement, polish design
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
5 One day in the Pittsburgh Big Data lab...
Team daily standup
Designers and developers at work
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
6 Designer shares design and gets feedback from Dev
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
7 Dev works on implementing the design
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ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
8 Dev proudly shows the implementation with the final design to designer
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Moral of the Story
One team with shared core values
Daily high-bandwidth communication
Iterate - don’t let perfection be the enemy of good
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
We managed to bring IBM along and
also leverage IBM’s channels
Tuesday, August 6, 13
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Q & A
Tuesday, August 6, 13
Thanks!
@quicola @ibmdesign #leanux #designthinking
Tuesday, August 6, 13