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VISUAL COMMUNICATION
IN UX RESEARCH & DESIGN
MAY 2013
UXPA
MENG YANG | DORY A.AZAR
KRONOS
SETTING THE STAGE
We are Interaction Designers,
we apply visualization
research findings
MAY 2013
:)
Basically, we leave the
brain-teasing work to
researchers
xkcd.com
SETTING THE STAGE
Today, we shed light on research findings that helped us effectively
communicate our UX deliverables
MAY 2013
xkcd.com
SETTING THE STAGE
MAY 2013
VISUAL COMMUNICATION
VISUALIZATION
:s
?
!#!
!#!
SETTING THE STAGE
MAY 2013
COMMUNICATION
EXPRESSED
Transfer of information
from a human being to
another
SETTING THE STAGE
MAY 2013
VISUAL COMMUNICATION
REPRESENTED
VISUALS
Transfer of information
through visuals from a
human being to an-
other
SETTING THE STAGE
MAY 2013
VISUAL COMMUNICATION
VISUALIZATION
REPRESENTED
VISUALS
Transfer of information
through visuals from a
human being to
another. The transfor-
mation of information
into visuals is visual-
ization
MAY 2013
WHY VISUALIZATION?
VISUAL
COMMUNICATION
MAY 2013
WHY VISUALIZATION?
VISUAL
COMMUNICATION
MAY 2013
WHY VISUALIZATION?
REVEAL INFORMATION
MAY 2013
WHY VISUALIZATION?
REVEAL INFORMATION
MAY 2013
ART & INSPIRATION
WHY VISUALIZATION?
MAY 2013
ART & INSPIRATION
WHY VISUALIZATION?
VISUALIZATION FOR COMMUNICATION
MAY 2013
WHAT
WHERE & WHEN WHY
WHO HOW
WHAT IS THE INFORMATION THAT
YOU ARE TRYING TO COMMUNICATE?
(Relationships, Comparisons, Distributions,
Compositions, Descriptions)
NOT SURE?
VISUALIZATION CAN HELP YOU
REVEAL PATTERNS. SKETCH IT OUT, USE
TOOLS AND LOOK AT THE SHAPE OF YOUR DATA
CREATIVITY
VISUAL COMMUNICATION
FRAMEWORK
VISUALIZATION FOR COMMUNICATION
MAY 2013
WHAT
WHERE & WHEN WHY
WHO HOW
WHERE AND WHEN DID THIS
INFORMATION TAKE PLACE?
(In what context)
CREATIVITY
VISUAL COMMUNICATION
FRAMEWORK
VISUALIZATION FOR COMMUNICATION
MAY 2013
WHAT
WHERE & WHEN WHY
WHO HOW
CREATIVITY
VISUAL COMMUNICATION
FRAMEWORK
WHY DO I WANT TO COMMUNICATE
THIS INFORMATION?
(Informational/Reporting, Proposal,
Request, Feedback, Justification,
Convincing, etc.)
KIM REES
VISUALIZATION FOR COMMUNICATION
MAY 2013
WHAT
WHERE & WHEN WHY
WHO HOW
CREATIVITY
VISUAL COMMUNICATION
FRAMEWORK
WHO IS THE AUDIENCE
WHO IS THE INFORMATION ABOUT
KNOW YOUR TARGET AUDIENCE
(Interests, Expectations, Physical/Mental
charateristics, Age etc.)
IS THE INFORMATION ABOUT LIVING
AND BREATHING BEINGS?
KNOW YOUR SUBJECT
(Interests, Expectations, Physical/Mental
charateristics, Age, Feelings, etc.)
KIM REES
VISUALIZATION FOR COMMUNICATION
MAY 2013
WHAT
WHERE & WHEN WHY
WHO HOW
CREATIVITY
VISUAL COMMUNICATION
FRAMEWORK
HOW DO I REPRESENT
THE INFORMATION APPROPRIATELY?
GREAT!
CAN I DO BETTER?
KNOW THE DESIGN PRINCIPLES,
BEST PRACTICES, DOs & DONTs
SELECT THE APPROPRIATE
VISUAL REPRESENTATION
USE THE TOOL OF YOUR CHOICE
YOU HAVE THE 5Ws
USE WHAT YOU LEARNED
FROM THEM
VISUALIZATION FOR COMMUNICATION
MAY 2013
WHAT
WHERE & WHEN WHY
WHO HOW
CREATIVITY
VISUAL COMMUNICATION
FRAMEWORK
HOW DO I MAKE THE VISUALIZATION
MORE INTERESTING?
USE PERTINENT METAPHORS
(i.e. The Polar Bear)
USE DESIGN TOOLS: AI, PS etc.
SEARCH FOR INSPIRATIONS
CREATIVITY CAN BE LEARNED
SELECTING THE VISUAL REPRESENTATION
MAY 2013
A THOUGHT STARTER - A. ABELA
SELECTING THE VISUAL REPRESENTATION
MAY 2013
A THOUGHT STARTER
What would you
like to show?
COMPARISONS
RELATIONSHIPS
DESCRIPTIONS & STORY TELLING
DISTRIBUTIONS
TREES
PROCESS
MAPS
CONCEPT
MAPS
WORK-
FLOWS
STORY-
BOARDING
PROCESS
MAPS
EXPERIENCE
MAPS
TIMELINES
GEO MAPS
WORD
CLOUDS
SEMANTIC
NETWORKS
BUBBLE
CHARTS
RADIAL
VIS.
ZONE
MAPS
over time
over
geolocation
Any 2
dimensions
Text
1 Dimension
1 Dimension N Dimensions
Hierarchies and composition
Logical sequence
Connections
Non-overlapping tasks
Meaning oriented
Abstraction
of Details
Logical
Sequence
One User
Story
EXAMPLES
MAY 2013
EXAMPLES OF UX DELIVERABLES
DISCOVER
DESIGNEVALUATE
CONTEXTUAL INQUIRIES [Workflows]
PERSONAS [Trees, Geo Maps, Rad Vis, Bar Charts, Word Cloud]
NARRATIVES [Storyboarding]
USER EVALUATIONS
[Storyboarding]
USER JOURNEY [Process map]
UX STRATEGY [Zone maps]
UX CONCEPT [Concept map]
EXPERIENCE MAP
USER SURVEY REPORT
[Bubble Chart, Bar Chart]
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
Customers observed in their
context of work (CI)
Describe how customers
use Kronos in their env.
Audience: Designers
Subject: 46 customers
WorkflowsUnderstand the relation-
ships between Kronos & env
DISCOVER
x 46
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
Aggregated feedback from
observed customers (CI)
Reveal the common main
tasks that users perform
Audience: Designers
Subject: Capabilities
WorkflowsCompare the frequency of
use of Kronos capabilities
DISCOVER
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
After contextual inquiries
with users from different ind.
Reduce the number of perso-
nas
Audience: All stakeholders
Subject: Personas
TreesUnderstand the relationships
between persona of diff. ind.
DISCOVER
PERSONA FAMILIES
• Michael Martin, the Department
Manager
• X-Vertical
• Ryan Martin, the
Retail Store
Manager
• Retail
• Robert Martin, the
Retail
Communications
Specialist (a.k.a
Gatekeeper)
• Retail
• Nancy Martin, the
Nurse Manager
• Healthcare
• Cindy Martin, the
Central Staffing
Manager
• Healthcare & Retail
Primary persona
Secondary
personas
• Polly Martin, the
Promotional
Merchandising Mgr.
• Retail
• Manny Martin, the
Manufacturing
Manager
• Manufacturing
x 7
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
Based on CI and user
research for Retail customers
We want designers and
stakeholders to use them
Audience: PM & Designers
Subject: Michael (Persona)
Tree, Geo Maps, Rad Vis, Bar
Charts, Word Cloud
Reveal the primary character-
istics of a Persona
Customer & Employee Satisfaction
Monitor attendance
Legal compliance
Ensure Coverage Stay within Budget
Job GoalsExperience & Skill
Job Experience:
Familiarity with WFC:
Technical Skill:
Use of Mobile WFM:
Low HighModerate
Michael Martin Department Manager
Herb Peterson
Howard Edwards
Peter Edwards
Organizational Structure
Age
yrs yrs %
42 WFC Experience
Hobbies
Frequency of Use12 30
*
Manager
Michael Martin
Headquarters
San Francisco
Michael’s Workforce Distribution Tasks
Workforce
< 50 50 - 100 >100
DefineYearly
Budget
CreateSchedule
M
onitor
W
orkload
Record
Worked Hours
ManageAttendance
Analyze
Perform
ance
Develop
ActionPlan
100% 75% 50% 25% 0 25% 50% 75% 100%
50min
45min
120
m
in
45
min
60min
120m
in
60
min
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
Customer interviews with
Retail employees
Identify (justify) opportuni-
ties design improvements
Audience: Designers
Subject: Retail Employees
Process mapsReveal the Retail Employee
experience with Kronos tasks
DISCOVER - EXPERIENCE MAP
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
Litterature review and own
learnings after 3 releases
Justification for selecting
platforms for templates
Audience: Stakeholders
Subject: Kronos platforms
Zone MapsCompare the effort needed
to adapt design on diff. plat.
DESIGN - UX STRATEGY: PLATFORM SELECTION
PC BROWSER (WIDESCREEN)TABLET (Land.)
LAYOUTADAPTATION
INTERACTION ADAPTATIONMINIMUM
MAXIMUM
MAXIMUM
BB & Reg.
Smartphones (Portrait)
(iOS and And.)
Smartphones (Land.)
(iOS and And.)
TABLET (Portrait)
EASIER TRANSITION HARDER TRANSITION DESIGN FOR
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
After capabilities and need
assessment
Describe a high-level infor-
mation flow and architecture
Audience: Designers
Subject: Persona Intentions
Workflow, Concept mapsReveal user intentions and
implied connections
RESPOND
TRACK & MONITOR PLAN
COMMUNITY
COLLABORATE
NOTIFICATIONS
PROACTIVE RECOMMENDATIONS
REMINDERS
PLAN WORKT&M WORK AND PEOPLE
MY PROFILE
OTHER PROFILES
POSTS ON TASKS
COMMENT ON POSTS
LIKE POSTS
MESSAGES
FIND PEOPLE
REQUESTS
REQUESTS (OS, Swap, TO etc.)
DESIGN - UX CONCEPT
EXAMPLES
MAY 2013
PLAN
EFFECTIVELY
WORK
EFFICIENTLY
(Today)
COLLABORATE
INTELLIGENTLY
BELONG TO A
COMMUNITY
WHYWHEREWHO
IN OFFICE
ON THE MOVE
HOWARD
KRONOS MAKES
YOU MORE PRODUCTIVE
RESPOND
QUICKLY
WHYWHEREWHO
IN OFFICE
ON THE MOVE
HOWARD
KRONOS MAKES
YOU MORE PRODUCTIVE
scheduled?
accepted?
need cover?
WHAT
Monitor available
shifts
Sign-up for shift
Shifts swappedSend request
Check on schedule if
shifts can be taken
Check peers
to swap with
PLAN
EFFECTIVELY
Want shifts
Schedule updated
Want “Off”
Ask for time-off
decide when
& where
check weather,
schedule etc.
Submit time-off
Find peer to cover Send request
accepted?
Want to change my
availability on day
Check the availability
on record
Change availability
accepted?
Send request
What to do on day Check schedule Check Tasks Check details
on task
Who is
working on day
Check group
schedule
See peer
schedule
yes
no
yes
no
yes
yes
yes
WHAT WHERE & WHEN WHY WHO HOW
Outcome of analysis after
Contextual Inquiries
Proposal for a new way of
performing a task
Audience: Designers
Subject: Howard (Persona)
Process MapsDescribe the sequence of
main tasks
DESIGN - USER JOURNEY
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
More than 20% of cust. use
regular phones
Suggest a solution for regu-
lar phone users
Audience: All stakeholders
Subject: Manufacturing emp
Storyboarding and illustra-
tions
Describe transactional text
messaging flow
DESIGN - SOLUTION DEFINITION
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
one-on-one customer inter-
views
Suggest the integration of
social features into Kronos
Audience: Customers
Subject: Social features
Storyboarding and illustra-
tions
Get feedback on the useful-
ness of social features
EVALUATE - DESIGN PROBLEM STATEMENT
EXAMPLES
MAY 2013
WHAT WHERE & WHEN WHY WHO HOW
Survey for customers from
different ind.
Identify opportunities to
improve “Search”
Audience: PM & Designers
Subject: Search engines
Bubble chart, Bar ChartsReveal “Search” usage on
the Web
EVALUATE - USAGE SURVEY RESULTS (fake data)
Desktop
70%
E-Commerce
sites
Email
60% 45%
Calendar
30%
Using search frequently
70%
50%
Likelihood to search
Novice users
Expert users
Easiness to search in WFC
UC3 UC4 UC5 UC7 UC2 UC8 UC1 UC6
100%
75%
50%
25%
0%
80%
75%
70%
65%
55%
55%
45%
27%
LESSONS LEARNED
MAY 2013
DESIGN the visualization as you design any product
KNOW THE MESSAGE you want to convey and why you want to
communicate it
KNOW YOUR TARGET AUDIENCE and tailor the visuals to their needs
KNOW WHO/WHAT THE MESSAGE IS ABOUT and use related metaphors
and visual language
TEST & ITERATE...You never get it right the first time
KEEP IT SIMPLE, you can always show more information effectively
FOLLOW THE VISUALIZATION GUIDELINES, they are widely tested
CREATIVITY CAN BE LEARNED, search and log your inspirations
USE TEMPLATES, the Web is full of them or create your own
REFERENCES
MAY 2013
DESIGN PRINCIPLES
Bhowmick,T. (2006). Building an Exploratory Visual Analysis Tool for Qualitative
Researchers. Proceedings of AutoCarto 2006.
Retrieved from: http://www.cartogis.org/docs/proceedings/2006/bhowmick.pdf
Few, S. (2004). Show me the Numbers: Designing Tables and Graphs to Enlighten.
Oakland, CA:Analytics Press.
Few, S. (2009). Now You See It: Simple Visualization Techniques for Quantitative
Analysis. Oakland, CA: Analytics Press.
Slone, D. (2009).Visualizing Qualitative Information.
The Qualitative Report, 14(3). 489-497.
Tufte, E. (2006). The Visual Display of Quantitative Information.
Cheshire, CT: Graphics Press.
Yau, N. (2011). Visualize This:The FlowingData Guide to Design,Visualization,
and Statistics. Indianapolis, IN:Wiley.
REFERENCES
MAY 2013
Visual.ly - http://visual.ly/
PLACES TO GET INSPIRED
Flowing Data - http://flowingdata.com/
Information is beautiful award - http://www.informationisbeautifulawards.com/
Periscopic - http://www.periscopic.com/ - Kim Rees
New York Times - Keywords: “new york times visualization”,
“new york times infographics”
Hint - http://hint.fm/
Fernanda Viegas, Martin Wattenberg
Junk Chart (for bad examples)- http://junkcharts.typepad.com/
REFERENCES
MAY 2013
Visual.ly - http://visual.ly/
TOOLS AND TEMPLATES
Free infographics templates
http://tailevents.com/technology/10-free-psd-infographics-templates/
Good infographics templates (not free)
http://piktochart.com/
Many Eyes - http://www-958.ibm.com/software/analytics/manyeyes/
QUESTIONS?
THANK YOU
MAY 2013
dory.azar@kronos.com | meng.yang@kronos.com
APPENDIX A: DESIGN PRINCIPLES
MAY 2013
GESTALT - LAW OF PROXIMITY
APPENDIX A: DESIGN PRINCIPLES
MAY 2013
GESTALT - LAW OF SIMILARITY
COLOR SHAPE
INTENSITY AREA
APPENDIX A: DESIGN PRINCIPLES
MAY 2013
GESTALT - LAW OF CLOSURE
APPENDIX A: DESIGN PRINCIPLES
MAY 2013
GESTALT
LAW OF CONTINUITY
& COMMON FATE
LAW OF SYMMETRY
[ ]{ }[ ]
APPENDIX A: DESIGN PRINCIPLES
MAY 2013
GESTALT - LAW OF PAST EXPERIENCE
APPENDIX A: DESIGN PRINCIPLES
MAY 2013
GESTALT - LAW OF PAST EXPERIENCE
APPENDIX A: DESIGN PRINCIPLES
MAY 2013
GRAPHICAL VOCABULARY
NOMINAL (CATEGORIES)
Households, Individuals, Family
etc...
LOW ACCURACY HIGH
ORDINAL (RANKING) QUANTITATIVE (NUMBERS)
Color Shape

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UXPA BOSTON 2013 - Visual Communication in UX research and design

  • 1. VISUAL COMMUNICATION IN UX RESEARCH & DESIGN MAY 2013 UXPA MENG YANG | DORY A.AZAR KRONOS
  • 2. SETTING THE STAGE We are Interaction Designers, we apply visualization research findings MAY 2013 :) Basically, we leave the brain-teasing work to researchers xkcd.com
  • 3. SETTING THE STAGE Today, we shed light on research findings that helped us effectively communicate our UX deliverables MAY 2013 xkcd.com
  • 4. SETTING THE STAGE MAY 2013 VISUAL COMMUNICATION VISUALIZATION :s ? !#! !#!
  • 5. SETTING THE STAGE MAY 2013 COMMUNICATION EXPRESSED Transfer of information from a human being to another
  • 6. SETTING THE STAGE MAY 2013 VISUAL COMMUNICATION REPRESENTED VISUALS Transfer of information through visuals from a human being to an- other
  • 7. SETTING THE STAGE MAY 2013 VISUAL COMMUNICATION VISUALIZATION REPRESENTED VISUALS Transfer of information through visuals from a human being to another. The transfor- mation of information into visuals is visual- ization
  • 12. MAY 2013 ART & INSPIRATION WHY VISUALIZATION?
  • 13. MAY 2013 ART & INSPIRATION WHY VISUALIZATION?
  • 14. VISUALIZATION FOR COMMUNICATION MAY 2013 WHAT WHERE & WHEN WHY WHO HOW WHAT IS THE INFORMATION THAT YOU ARE TRYING TO COMMUNICATE? (Relationships, Comparisons, Distributions, Compositions, Descriptions) NOT SURE? VISUALIZATION CAN HELP YOU REVEAL PATTERNS. SKETCH IT OUT, USE TOOLS AND LOOK AT THE SHAPE OF YOUR DATA CREATIVITY VISUAL COMMUNICATION FRAMEWORK
  • 15. VISUALIZATION FOR COMMUNICATION MAY 2013 WHAT WHERE & WHEN WHY WHO HOW WHERE AND WHEN DID THIS INFORMATION TAKE PLACE? (In what context) CREATIVITY VISUAL COMMUNICATION FRAMEWORK
  • 16. VISUALIZATION FOR COMMUNICATION MAY 2013 WHAT WHERE & WHEN WHY WHO HOW CREATIVITY VISUAL COMMUNICATION FRAMEWORK WHY DO I WANT TO COMMUNICATE THIS INFORMATION? (Informational/Reporting, Proposal, Request, Feedback, Justification, Convincing, etc.) KIM REES
  • 17. VISUALIZATION FOR COMMUNICATION MAY 2013 WHAT WHERE & WHEN WHY WHO HOW CREATIVITY VISUAL COMMUNICATION FRAMEWORK WHO IS THE AUDIENCE WHO IS THE INFORMATION ABOUT KNOW YOUR TARGET AUDIENCE (Interests, Expectations, Physical/Mental charateristics, Age etc.) IS THE INFORMATION ABOUT LIVING AND BREATHING BEINGS? KNOW YOUR SUBJECT (Interests, Expectations, Physical/Mental charateristics, Age, Feelings, etc.) KIM REES
  • 18. VISUALIZATION FOR COMMUNICATION MAY 2013 WHAT WHERE & WHEN WHY WHO HOW CREATIVITY VISUAL COMMUNICATION FRAMEWORK HOW DO I REPRESENT THE INFORMATION APPROPRIATELY? GREAT! CAN I DO BETTER? KNOW THE DESIGN PRINCIPLES, BEST PRACTICES, DOs & DONTs SELECT THE APPROPRIATE VISUAL REPRESENTATION USE THE TOOL OF YOUR CHOICE
  • 19. YOU HAVE THE 5Ws USE WHAT YOU LEARNED FROM THEM VISUALIZATION FOR COMMUNICATION MAY 2013 WHAT WHERE & WHEN WHY WHO HOW CREATIVITY VISUAL COMMUNICATION FRAMEWORK HOW DO I MAKE THE VISUALIZATION MORE INTERESTING? USE PERTINENT METAPHORS (i.e. The Polar Bear) USE DESIGN TOOLS: AI, PS etc. SEARCH FOR INSPIRATIONS CREATIVITY CAN BE LEARNED
  • 20. SELECTING THE VISUAL REPRESENTATION MAY 2013 A THOUGHT STARTER - A. ABELA
  • 21. SELECTING THE VISUAL REPRESENTATION MAY 2013 A THOUGHT STARTER What would you like to show? COMPARISONS RELATIONSHIPS DESCRIPTIONS & STORY TELLING DISTRIBUTIONS TREES PROCESS MAPS CONCEPT MAPS WORK- FLOWS STORY- BOARDING PROCESS MAPS EXPERIENCE MAPS TIMELINES GEO MAPS WORD CLOUDS SEMANTIC NETWORKS BUBBLE CHARTS RADIAL VIS. ZONE MAPS over time over geolocation Any 2 dimensions Text 1 Dimension 1 Dimension N Dimensions Hierarchies and composition Logical sequence Connections Non-overlapping tasks Meaning oriented Abstraction of Details Logical Sequence One User Story
  • 22. EXAMPLES MAY 2013 EXAMPLES OF UX DELIVERABLES DISCOVER DESIGNEVALUATE CONTEXTUAL INQUIRIES [Workflows] PERSONAS [Trees, Geo Maps, Rad Vis, Bar Charts, Word Cloud] NARRATIVES [Storyboarding] USER EVALUATIONS [Storyboarding] USER JOURNEY [Process map] UX STRATEGY [Zone maps] UX CONCEPT [Concept map] EXPERIENCE MAP USER SURVEY REPORT [Bubble Chart, Bar Chart]
  • 23. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW Customers observed in their context of work (CI) Describe how customers use Kronos in their env. Audience: Designers Subject: 46 customers WorkflowsUnderstand the relation- ships between Kronos & env DISCOVER x 46
  • 24. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW Aggregated feedback from observed customers (CI) Reveal the common main tasks that users perform Audience: Designers Subject: Capabilities WorkflowsCompare the frequency of use of Kronos capabilities DISCOVER
  • 25. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW After contextual inquiries with users from different ind. Reduce the number of perso- nas Audience: All stakeholders Subject: Personas TreesUnderstand the relationships between persona of diff. ind. DISCOVER PERSONA FAMILIES • Michael Martin, the Department Manager • X-Vertical • Ryan Martin, the Retail Store Manager • Retail • Robert Martin, the Retail Communications Specialist (a.k.a Gatekeeper) • Retail • Nancy Martin, the Nurse Manager • Healthcare • Cindy Martin, the Central Staffing Manager • Healthcare & Retail Primary persona Secondary personas • Polly Martin, the Promotional Merchandising Mgr. • Retail • Manny Martin, the Manufacturing Manager • Manufacturing x 7
  • 26. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW Based on CI and user research for Retail customers We want designers and stakeholders to use them Audience: PM & Designers Subject: Michael (Persona) Tree, Geo Maps, Rad Vis, Bar Charts, Word Cloud Reveal the primary character- istics of a Persona Customer & Employee Satisfaction Monitor attendance Legal compliance Ensure Coverage Stay within Budget Job GoalsExperience & Skill Job Experience: Familiarity with WFC: Technical Skill: Use of Mobile WFM: Low HighModerate Michael Martin Department Manager Herb Peterson Howard Edwards Peter Edwards Organizational Structure Age yrs yrs % 42 WFC Experience Hobbies Frequency of Use12 30 * Manager Michael Martin Headquarters San Francisco Michael’s Workforce Distribution Tasks Workforce < 50 50 - 100 >100 DefineYearly Budget CreateSchedule M onitor W orkload Record Worked Hours ManageAttendance Analyze Perform ance Develop ActionPlan 100% 75% 50% 25% 0 25% 50% 75% 100% 50min 45min 120 m in 45 min 60min 120m in 60 min
  • 27. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW Customer interviews with Retail employees Identify (justify) opportuni- ties design improvements Audience: Designers Subject: Retail Employees Process mapsReveal the Retail Employee experience with Kronos tasks DISCOVER - EXPERIENCE MAP
  • 28. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW Litterature review and own learnings after 3 releases Justification for selecting platforms for templates Audience: Stakeholders Subject: Kronos platforms Zone MapsCompare the effort needed to adapt design on diff. plat. DESIGN - UX STRATEGY: PLATFORM SELECTION PC BROWSER (WIDESCREEN)TABLET (Land.) LAYOUTADAPTATION INTERACTION ADAPTATIONMINIMUM MAXIMUM MAXIMUM BB & Reg. Smartphones (Portrait) (iOS and And.) Smartphones (Land.) (iOS and And.) TABLET (Portrait) EASIER TRANSITION HARDER TRANSITION DESIGN FOR
  • 29. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW After capabilities and need assessment Describe a high-level infor- mation flow and architecture Audience: Designers Subject: Persona Intentions Workflow, Concept mapsReveal user intentions and implied connections RESPOND TRACK & MONITOR PLAN COMMUNITY COLLABORATE NOTIFICATIONS PROACTIVE RECOMMENDATIONS REMINDERS PLAN WORKT&M WORK AND PEOPLE MY PROFILE OTHER PROFILES POSTS ON TASKS COMMENT ON POSTS LIKE POSTS MESSAGES FIND PEOPLE REQUESTS REQUESTS (OS, Swap, TO etc.) DESIGN - UX CONCEPT
  • 30. EXAMPLES MAY 2013 PLAN EFFECTIVELY WORK EFFICIENTLY (Today) COLLABORATE INTELLIGENTLY BELONG TO A COMMUNITY WHYWHEREWHO IN OFFICE ON THE MOVE HOWARD KRONOS MAKES YOU MORE PRODUCTIVE RESPOND QUICKLY WHYWHEREWHO IN OFFICE ON THE MOVE HOWARD KRONOS MAKES YOU MORE PRODUCTIVE scheduled? accepted? need cover? WHAT Monitor available shifts Sign-up for shift Shifts swappedSend request Check on schedule if shifts can be taken Check peers to swap with PLAN EFFECTIVELY Want shifts Schedule updated Want “Off” Ask for time-off decide when & where check weather, schedule etc. Submit time-off Find peer to cover Send request accepted? Want to change my availability on day Check the availability on record Change availability accepted? Send request What to do on day Check schedule Check Tasks Check details on task Who is working on day Check group schedule See peer schedule yes no yes no yes yes yes WHAT WHERE & WHEN WHY WHO HOW Outcome of analysis after Contextual Inquiries Proposal for a new way of performing a task Audience: Designers Subject: Howard (Persona) Process MapsDescribe the sequence of main tasks DESIGN - USER JOURNEY
  • 31. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW More than 20% of cust. use regular phones Suggest a solution for regu- lar phone users Audience: All stakeholders Subject: Manufacturing emp Storyboarding and illustra- tions Describe transactional text messaging flow DESIGN - SOLUTION DEFINITION
  • 32. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW one-on-one customer inter- views Suggest the integration of social features into Kronos Audience: Customers Subject: Social features Storyboarding and illustra- tions Get feedback on the useful- ness of social features EVALUATE - DESIGN PROBLEM STATEMENT
  • 33. EXAMPLES MAY 2013 WHAT WHERE & WHEN WHY WHO HOW Survey for customers from different ind. Identify opportunities to improve “Search” Audience: PM & Designers Subject: Search engines Bubble chart, Bar ChartsReveal “Search” usage on the Web EVALUATE - USAGE SURVEY RESULTS (fake data) Desktop 70% E-Commerce sites Email 60% 45% Calendar 30% Using search frequently 70% 50% Likelihood to search Novice users Expert users Easiness to search in WFC UC3 UC4 UC5 UC7 UC2 UC8 UC1 UC6 100% 75% 50% 25% 0% 80% 75% 70% 65% 55% 55% 45% 27%
  • 34. LESSONS LEARNED MAY 2013 DESIGN the visualization as you design any product KNOW THE MESSAGE you want to convey and why you want to communicate it KNOW YOUR TARGET AUDIENCE and tailor the visuals to their needs KNOW WHO/WHAT THE MESSAGE IS ABOUT and use related metaphors and visual language TEST & ITERATE...You never get it right the first time KEEP IT SIMPLE, you can always show more information effectively FOLLOW THE VISUALIZATION GUIDELINES, they are widely tested CREATIVITY CAN BE LEARNED, search and log your inspirations USE TEMPLATES, the Web is full of them or create your own
  • 35. REFERENCES MAY 2013 DESIGN PRINCIPLES Bhowmick,T. (2006). Building an Exploratory Visual Analysis Tool for Qualitative Researchers. Proceedings of AutoCarto 2006. Retrieved from: http://www.cartogis.org/docs/proceedings/2006/bhowmick.pdf Few, S. (2004). Show me the Numbers: Designing Tables and Graphs to Enlighten. Oakland, CA:Analytics Press. Few, S. (2009). Now You See It: Simple Visualization Techniques for Quantitative Analysis. Oakland, CA: Analytics Press. Slone, D. (2009).Visualizing Qualitative Information. The Qualitative Report, 14(3). 489-497. Tufte, E. (2006). The Visual Display of Quantitative Information. Cheshire, CT: Graphics Press. Yau, N. (2011). Visualize This:The FlowingData Guide to Design,Visualization, and Statistics. Indianapolis, IN:Wiley.
  • 36. REFERENCES MAY 2013 Visual.ly - http://visual.ly/ PLACES TO GET INSPIRED Flowing Data - http://flowingdata.com/ Information is beautiful award - http://www.informationisbeautifulawards.com/ Periscopic - http://www.periscopic.com/ - Kim Rees New York Times - Keywords: “new york times visualization”, “new york times infographics” Hint - http://hint.fm/ Fernanda Viegas, Martin Wattenberg Junk Chart (for bad examples)- http://junkcharts.typepad.com/
  • 37. REFERENCES MAY 2013 Visual.ly - http://visual.ly/ TOOLS AND TEMPLATES Free infographics templates http://tailevents.com/technology/10-free-psd-infographics-templates/ Good infographics templates (not free) http://piktochart.com/ Many Eyes - http://www-958.ibm.com/software/analytics/manyeyes/
  • 39. APPENDIX A: DESIGN PRINCIPLES MAY 2013 GESTALT - LAW OF PROXIMITY
  • 40. APPENDIX A: DESIGN PRINCIPLES MAY 2013 GESTALT - LAW OF SIMILARITY COLOR SHAPE INTENSITY AREA
  • 41. APPENDIX A: DESIGN PRINCIPLES MAY 2013 GESTALT - LAW OF CLOSURE
  • 42. APPENDIX A: DESIGN PRINCIPLES MAY 2013 GESTALT LAW OF CONTINUITY & COMMON FATE LAW OF SYMMETRY [ ]{ }[ ]
  • 43. APPENDIX A: DESIGN PRINCIPLES MAY 2013 GESTALT - LAW OF PAST EXPERIENCE
  • 44. APPENDIX A: DESIGN PRINCIPLES MAY 2013 GESTALT - LAW OF PAST EXPERIENCE
  • 45. APPENDIX A: DESIGN PRINCIPLES MAY 2013 GRAPHICAL VOCABULARY NOMINAL (CATEGORIES) Households, Individuals, Family etc... LOW ACCURACY HIGH ORDINAL (RANKING) QUANTITATIVE (NUMBERS) Color Shape