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使用者經驗設計策略實行

執行用戶經驗設計管理政策對產品
     開發的影響
              Sean Chiu
    UX team, Primax Electronics LTD
Questions
Primax User eXperience Team
• 2007 團隊成立, Usability Lab 完成
  設置
• 重點工作~2009年大部份為
  Usability Tests
• 2009~ 加入Interaction Design, 並
  將工作項目一直往UCD lifecycle
  前面移動
• 2011 年計劃加深UX 對企業策略
  的影響
• 2012 年正式執行UX流程政與管
  理
Product Experience
- Input and output devices, Wireless storage device, Set top box,
  Websites, Desktop software, Mobile Apps-




4
Understand the situation
Don Norman's argument during a past CHI conference
that UX personnel must strive to be treated as peers
rather than resources.
•   Mature usability practice
                                           •   Only being a shop front


                   S                                    W
•   Accumulated diversified product
                                           •   Weak business insight
    UX knowledge
                                           •   Usability usually is a lag indicator
•   Proactive characteristic
                                           •   No significant design credit
•   Deliverables templates ready




•   Strong top-management support          •   Lack of business strategic influence
•   Deep relationship with some business   •   Lack of financial measurement


•
•
    key members
                   O
    Strong usability service credits
    Awareness from our customers
                                           •
                                           •
                                           •
                                                          T
                                               No regular activities with BUs
                                               Can’t reach OEM projects
                                               No gating and usability assurance power
Primax UX Maturity




                            Primax UX
                             position
                               2011




                     http://johnnyholland.org
Project-Based Practice




                         8
UX/Product Process Alignment




                               9
Mission
• UX team is empowered to drive important
  product and business decisions.
Organization influence
• Irrelevant
                     Corporate



                BU               BU



                RD         RD         UX
Organization influence
• Weak insight & integration power

                                         Corporate




                           Design
                                                     BU
                      Center/Marketing




                UID          ID          VC (GUI)    RD



                           UX
Organization influence
• Responsive, but ad-hoc

                                   Corporate



                           UX                  BU



                                     User
               UID     Usability               RD
                                   research
Organization influence
• Genetically unavoidable

                      UX          Corporate



                                           User
                UID        Usability                BU
                                         research



                                                    RD
Get real & Get going
• UX governance (regulation for alignment)
  – UX framework (Process, Criteria, gating
    documents)
  – UX ROI metrics
  – UX tools, methods & deliverables
• Organization Re-Engineering
  – Identify change agents to serve
  – New team structure and R&R
  – Set up both regularly and occasionally communication
    meetings and educational training session.
• When you don’t have enough strategy
  influence yet, you do not create a new
  regulation
What regulation we can leverage?
• Manufacturing Process Management System
  – Product Development Process
  – Project management Process
  – Material supplies management
  – Financial & logistic system
New Process Design
• Identify gating point, timing and gating documents
  format.
• Reform UX process and creating necessary
  documents that are suitable and can be managed on
  MPMS.
• Create criteria for product whether entering UX
  process.
• Re-implement MPMS and place UX management
  templates for stakeholders.
Primax UX SOP
 1        PDM
                        2          UX
                                                     Need UX         No
                              Service needs                                     End
     Project Register                                service?
                               assessment


                                                   Yes
1. Product development management
      (PDM) project register should co-sign   3     UX Project
                                                     Planning
      with UX representative (UL)
2. UX team assesses the needs of
      usability study according to product        UX Project kick-        RD Flow (PDM)
                                                                                          4
                                                                                              Execution
      types and its nature.                             off                 Alignment

3. Design Study/Test plan for the
      project
4. Execution the plan during PDM life                                                           End
      cycle
Current PDM flow

           PPM                         Project                  Preliminary
(Project Planning Module)               Start                     Design
     Project Register
                                   (PS phase)                   (PD Phase)
     (PR phase)




                       Engineering                Design           Mass-production
 Detail Design                                   Verification        Verification
                        Verification
(DD Phase)            (EVT Phase)            (DVT Phase)           (MVT Phase)
PDM facilitated with UX Process

           PPM                         Project                  Preliminary
(Project Planning Module)               Start                     Design
     Project Register
                                   (PS phase)                   (PD Phase)
     (PR phase)


    Research                    Analysis                   Design/Evaluation




                       Engineering                Design           Mass-production
 Detail Design                                   Verification        Verification
                        Verification
(DD Phase)            (EVT Phase)            (DVT Phase)            (MVT Phase)


    Evaluation
Criteria according to product types
                                     UX Pro ce s s
                                                    Re se a rch                    An a lys is            De sign              Eva lu a tio n

                                                     Co n ce p t
                        No                          e va lu a tio n
    Prim a x                                     Co n te xt in q u iry
Pro d u ct Typ e s
                                                    Use r s tu d y              Be n ch m a rk
                                                                                                                                 Usa b ility
                        is a
                                                                              Ta s k/Fu n ctio n a l                             Te s tin g
    Typ e A          p ro ve n                          Ye s                                           In te rfa ce De sign
                                                                                   An a lys is
                     m a rke t?                                                                                                 Be n ch m a rk
                                                                                  Co gn itive              He u ris tic
                                                                               wa lkth ro u gh            Eva lu a tio n      Exp e rt Re vie w/
                                     Ye s                                      Fo a m Mo d e l                                  Eva lu a tio n
                                                                                                        Pro to typ e te s t
                                                                                    Te stin g
                     is a Ne w
    Typ e B                                                              No
                     co n ce p t?

                                                 Ye s

                       is u se r
    Typ e C          In te rfa ce           No           En d
                     ch a n ge d ?




    Typ e D                                              En d

                                                                                                                                          EVT/DVT/
                                                                  PR                             PS                  PD/DD
                                                                                                                                            MVT

                                     PDM
Creating UX measurement
What’s the value of UX to company?

A Strategic Approach to Business Metrics: The
Balanced Scorecard - Carl W. Turner, Ph.D., PMP, Journal of Usability
Studies Vol. 6, Issue 2, February 2011, pp. 52-59
Primax UX BSC (平衡計分卡)
Finance                                    Customer
Improve sales with UX service as benefit   Improve customer intimacy
to customers                               Recognition of as core competence
Increase productivity rate by
•lower re-manufacturing errors
•lower the customer design complain

Process                                    Employee
Reusable knowledge generation              KPI measurement
Innovative idea generation
Project execution efficiency
UX ROI Metrics
Perspective   Objective             Measure             Target   Initiative
Financial     Profitable gross      Sales feedback      10%
              Decrease RMA, Yield   Design Complaints   0
              Loss
Customer      Increase customer     Sales feedback      10
              Intimacy              Customer            90%
                                    Satisfaction
                                    Survey rating
Process       Reusable knowledge    Reports             100
                                    Papers
                                    Product plans
                                    Design documents
              Number of project     Project number
              execution                                 100

Employee      KPI                   KPI score           >3
              Development           Development
                                    progress
Organization re-engineering
Ex-team structure
                             UX Lead


   Usability Engineer   Interaction Designer   Graphic Designer
User research and       Interaction and        Graphic design and
usability evaluation,   interface design of    multimedia design
usability test          desktop and mobile     for SW and apps.
                        application.
Organization re-engineering
New team structure

                                                       UX Team



     User Researcher                  UX Engineer                 Change agent          Graphic designer

User research, Ideation,         Requirement Analysis,        UX Project Management,   Graphic design and
Concept Proof, Market            Usability Test, Benchmark,   UX SOP Control           multimedia design for
research, TUI research & Study   Prototyping & Interactive    UX Knowledge Service     SW and apps.
                                 Design                       Educational Training
Communication
• Regular (once a while, passive)
  – Product planning meeting
  – Projects review meeting
  – Educational training session
• Occasional (Frequent, proactive)
  – Customer visit support
  – Brainstorming
  – Calls, emails and face to face interviews with PM
  – Meals
• “However beautiful the strategy, you should
  occasionally look at the results.” —Winston
  Churchill
Results
• Directly influence products regardless of OEM/ODM
  projects
• With more power over product evaluation and with
  ROI metrics, UX performance can be measured
• With change agent’s role, we have sit in many regular
  and occasional product related meetings with
  different Business units and gained business insight
  earlier
Primax UX Maturity NOW




                          Primax UX
                           position




                   http://johnnyholland.org
Stakeholders 對UX的回饋
What’s next
Thank you

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Ux policy primax

  • 1. 使用者經驗設計策略實行 執行用戶經驗設計管理政策對產品 開發的影響 Sean Chiu UX team, Primax Electronics LTD
  • 3. Primax User eXperience Team • 2007 團隊成立, Usability Lab 完成 設置 • 重點工作~2009年大部份為 Usability Tests • 2009~ 加入Interaction Design, 並 將工作項目一直往UCD lifecycle 前面移動 • 2011 年計劃加深UX 對企業策略 的影響 • 2012 年正式執行UX流程政與管 理
  • 4. Product Experience - Input and output devices, Wireless storage device, Set top box, Websites, Desktop software, Mobile Apps- 4
  • 5. Understand the situation Don Norman's argument during a past CHI conference that UX personnel must strive to be treated as peers rather than resources.
  • 6. Mature usability practice • Only being a shop front S W • Accumulated diversified product • Weak business insight UX knowledge • Usability usually is a lag indicator • Proactive characteristic • No significant design credit • Deliverables templates ready • Strong top-management support • Lack of business strategic influence • Deep relationship with some business • Lack of financial measurement • • key members O Strong usability service credits Awareness from our customers • • • T No regular activities with BUs Can’t reach OEM projects No gating and usability assurance power
  • 7. Primax UX Maturity Primax UX position 2011 http://johnnyholland.org
  • 10. Mission • UX team is empowered to drive important product and business decisions.
  • 11. Organization influence • Irrelevant Corporate BU BU RD RD UX
  • 12. Organization influence • Weak insight & integration power Corporate Design BU Center/Marketing UID ID VC (GUI) RD UX
  • 13. Organization influence • Responsive, but ad-hoc Corporate UX BU User UID Usability RD research
  • 14. Organization influence • Genetically unavoidable UX Corporate User UID Usability BU research RD
  • 15. Get real & Get going • UX governance (regulation for alignment) – UX framework (Process, Criteria, gating documents) – UX ROI metrics – UX tools, methods & deliverables • Organization Re-Engineering – Identify change agents to serve – New team structure and R&R – Set up both regularly and occasionally communication meetings and educational training session.
  • 16. • When you don’t have enough strategy influence yet, you do not create a new regulation
  • 17. What regulation we can leverage? • Manufacturing Process Management System – Product Development Process – Project management Process – Material supplies management – Financial & logistic system
  • 18. New Process Design • Identify gating point, timing and gating documents format. • Reform UX process and creating necessary documents that are suitable and can be managed on MPMS. • Create criteria for product whether entering UX process. • Re-implement MPMS and place UX management templates for stakeholders.
  • 19. Primax UX SOP 1 PDM 2 UX Need UX No Service needs End Project Register service? assessment Yes 1. Product development management (PDM) project register should co-sign 3 UX Project Planning with UX representative (UL) 2. UX team assesses the needs of usability study according to product UX Project kick- RD Flow (PDM) 4 Execution types and its nature. off Alignment 3. Design Study/Test plan for the project 4. Execution the plan during PDM life End cycle
  • 20. Current PDM flow PPM Project Preliminary (Project Planning Module) Start Design Project Register (PS phase) (PD Phase) (PR phase) Engineering Design Mass-production Detail Design Verification Verification Verification (DD Phase) (EVT Phase) (DVT Phase) (MVT Phase)
  • 21. PDM facilitated with UX Process PPM Project Preliminary (Project Planning Module) Start Design Project Register (PS phase) (PD Phase) (PR phase) Research Analysis Design/Evaluation Engineering Design Mass-production Detail Design Verification Verification Verification (DD Phase) (EVT Phase) (DVT Phase) (MVT Phase) Evaluation
  • 22. Criteria according to product types UX Pro ce s s Re se a rch An a lys is De sign Eva lu a tio n Co n ce p t No e va lu a tio n Prim a x Co n te xt in q u iry Pro d u ct Typ e s Use r s tu d y Be n ch m a rk Usa b ility is a Ta s k/Fu n ctio n a l Te s tin g Typ e A p ro ve n Ye s In te rfa ce De sign An a lys is m a rke t? Be n ch m a rk Co gn itive He u ris tic wa lkth ro u gh Eva lu a tio n Exp e rt Re vie w/ Ye s Fo a m Mo d e l Eva lu a tio n Pro to typ e te s t Te stin g is a Ne w Typ e B No co n ce p t? Ye s is u se r Typ e C In te rfa ce No En d ch a n ge d ? Typ e D En d EVT/DVT/ PR PS PD/DD MVT PDM
  • 23. Creating UX measurement What’s the value of UX to company? A Strategic Approach to Business Metrics: The Balanced Scorecard - Carl W. Turner, Ph.D., PMP, Journal of Usability Studies Vol. 6, Issue 2, February 2011, pp. 52-59
  • 24. Primax UX BSC (平衡計分卡) Finance Customer Improve sales with UX service as benefit Improve customer intimacy to customers Recognition of as core competence Increase productivity rate by •lower re-manufacturing errors •lower the customer design complain Process Employee Reusable knowledge generation KPI measurement Innovative idea generation Project execution efficiency
  • 25. UX ROI Metrics Perspective Objective Measure Target Initiative Financial Profitable gross Sales feedback 10% Decrease RMA, Yield Design Complaints 0 Loss Customer Increase customer Sales feedback 10 Intimacy Customer 90% Satisfaction Survey rating Process Reusable knowledge Reports 100 Papers Product plans Design documents Number of project Project number execution 100 Employee KPI KPI score >3 Development Development progress
  • 26. Organization re-engineering Ex-team structure UX Lead Usability Engineer Interaction Designer Graphic Designer User research and Interaction and Graphic design and usability evaluation, interface design of multimedia design usability test desktop and mobile for SW and apps. application.
  • 27. Organization re-engineering New team structure UX Team User Researcher UX Engineer Change agent Graphic designer User research, Ideation, Requirement Analysis, UX Project Management, Graphic design and Concept Proof, Market Usability Test, Benchmark, UX SOP Control multimedia design for research, TUI research & Study Prototyping & Interactive UX Knowledge Service SW and apps. Design Educational Training
  • 28. Communication • Regular (once a while, passive) – Product planning meeting – Projects review meeting – Educational training session • Occasional (Frequent, proactive) – Customer visit support – Brainstorming – Calls, emails and face to face interviews with PM – Meals
  • 29. • “However beautiful the strategy, you should occasionally look at the results.” —Winston Churchill
  • 30. Results • Directly influence products regardless of OEM/ODM projects • With more power over product evaluation and with ROI metrics, UX performance can be measured • With change agent’s role, we have sit in many regular and occasional product related meetings with different Business units and gained business insight earlier
  • 31. Primax UX Maturity NOW Primax UX position http://johnnyholland.org