Stephen Turbek and Mary-Lynne Williams
-
Upload
mohammad-wilder -
Category
Documents
-
view
21 -
download
2
description
Transcript of Stephen Turbek and Mary-Lynne Williams
![Page 1: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/1.jpg)
P1
Research and Workflow Techniques: Designing complex applications with digital and manual components
Stephen Turbek and Mary-Lynne Williams
![Page 2: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/2.jpg)
P2
When does it make sense to transform a manual process into a digital one?
![Page 3: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/3.jpg)
P3
When does it make sense to integrate
applications?
![Page 4: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/4.jpg)
P4
And how do you decide?
![Page 5: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/5.jpg)
P5
For example
![Page 6: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/6.jpg)
P6
The case of the institutional banking
organization that needed to optimize
operations applications
![Page 7: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/7.jpg)
P7
What did we do?
![Page 8: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/8.jpg)
P8
1. We talked to the client.
2. We talked to the client’s clients (who use the applications).
3. We documented and analyzed their team structure, interactions and workflow.
4. We made recommendations for workflowimprovement (some digital, some not).
![Page 9: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/9.jpg)
P9
Why do research?
![Page 10: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/10.jpg)
P10
To find out HOW users work and WHY they work that way (the why is often more important).
![Page 11: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/11.jpg)
P11
You might be surprised at how
they are using your system.
![Page 12: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/12.jpg)
P12
Who should you conduct research with?
1. Use your analytics to identify heavy (power) users and light users).
2. Pick people based on their roles, their usage of important applications, types of clients.
3. Find out who they interact with and interview
them, too.
![Page 13: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/13.jpg)
P13
How many people should you talk to?
![Page 14: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/14.jpg)
P14
More is more…
Talk to at least 10 people.
(For statistically significant samples, you need many more).
![Page 15: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/15.jpg)
P15
Where should you interview them?Anywhere you can.
1. At desk (the ideal scenario)
2. Via Webex (and share their desktop)
3. Over the phone
(Interview them individually to get their personal process or in groups to get
workflow dynamics.)
![Page 16: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/16.jpg)
P16
Interview people where they work.
![Page 17: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/17.jpg)
P17
The Research Process:
1. Analyze usage statistics.2. Write screener for interviewees.
3. Write interview script.4. Interview users.5. Record actual usage.6. Perform card sort exercises.7. Shadow users.8. Document findings.
![Page 18: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/18.jpg)
P18
Learn how they organize with card sorts.
![Page 19: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/19.jpg)
P19
Don’t just ask them… Watch them.
![Page 20: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/20.jpg)
P20
Rena_640.wmv
![Page 21: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/21.jpg)
P21
Now what?
![Page 22: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/22.jpg)
P22
Present what you learn about the users in the form of a
persona
![Page 23: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/23.jpg)
P23
This information must be easily readable and should
represent your key user types
![Page 24: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/24.jpg)
P24
What are our typical users like? (showing 1 of typically 3-5 personas)
![Page 25: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/25.jpg)
P25
Persona Plus: How do we make the traditional persona more useful for workflow analysis?
show team interactions
![Page 26: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/26.jpg)
P26
What is the ecosystem in which the applications are used?
![Page 27: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/27.jpg)
P27
How do multiple team members interact with each other in the course of a day?
![Page 28: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/28.jpg)
P28
manual processes
manual process
How do teams of users complete their tasks in a single application?
![Page 29: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/29.jpg)
P29
And how can that be improved?(to digitize or not to digitize…)
now digital
remains manual
![Page 30: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/30.jpg)
P30
two applications, but only one
workflow
How do teams of users complete their tasks throughout multiple applications?
![Page 31: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/31.jpg)
P31
And now onto design!
![Page 32: Stephen Turbek and Mary-Lynne Williams](https://reader036.fdocuments.us/reader036/viewer/2022062422/56812e50550346895d93efd2/html5/thumbnails/32.jpg)
P32
?