Okay, this is going to sound snarky, but I'm very serious. Does your company
have time to release a product that doesn't meet user needs, fails in the
marketplace, and then needs to be re-thought and re-built? Because from the
situation you describe, it sounds like your management is setting this
product up for failure. Big time.

More helpful feedback below.

On Fri, Nov 20, 2009 at 1:25 PM, erpdesigner <[email protected]> wrote:

>
> 1) Brainstorm Issues/problems we are trying to solve
>

That's a very good idea.


> 2) Brainstorm user characteristics and then turn those characteristics into
> a couple of personas
>

That's a less good idea... what I think would be more effective here would
be to interview the business stakeholders about who (they think) their
customers are, or at least who they are targeting. You indicated that you're
working with product marketing folks here, so this shouldn't be too
difficult.

Note that you are *not* creating personas here... at best you're creating
customer profiles. Personas evolve out of observation. These profiles that
you'd be developing here would be most appropriate for driving research
participant recruiting... you want to do research with people who meet this
profile in order to see what personas emerge within the groups you're
interested in.

There is a huge caveat here though... it's entirely possible that the
business has no clue who their customers actually are or who they want to be
their customers. For example, I'm working on a project right now where we
were originally targeting two of five audiences. We made three 15 minute
phone calls to people we knew in the main target audience and we learned
that they are not, in fact, customers. We learned that an audience we were
specifically told to ignore by the client is in fact a major factor in
making purchasing decisions. And we also learned of a completely NEW
audience.

Can your company afford 45 minutes of research time? : )


> 3) From the personas, brainstorms goals, and user tasks.
>

I would actually add two steps here... first, you're presumably working with
some sort of content... some sort of noun. Video, reviews, datasheets,
whatever. I would spend some time brainstorming about what VERBS could be
done to that content... what are the possibilities that are out there?

Then spend some time thinking (NOT brainstorming!) about the sorts of
situations in which people that match your target profiles would want to
manipulate/interact with your nouns.

Then from there, I might take those profiles and contexts and think (NOT
brainstorm!) about which verbs people that meet those profiles might want to
perform based on the contexts in which they may occur


> 4) Flow out the user tasks.
>

Sure... but again, you'll never know if you don't observe, and that's a huge
risk of re-work after development, release, & failure.


> 5) Start turning the tasks into a high level structure and either quickly
> brainstorm on a paper some drawing around either a vertical slice of the UI
> or a top level horizontal slice.
>

Some super lo-fi paper prototyping will be your friend here. From what you
described, you know basically nothing... unsure about the users, no
requirements, nothing. That's the sort of situation that lo-fi prototyping
can be really useful in. It will help you determine whether you have
basically the right features and if the flows are right at a macro level.
It'll help you formulate an accurate overall structure. And it's real easy
to change once you learn stuff and iterate through multiple concepts. But
again, that's research, and you say your company isn't interested... man,
your management sure loves risk! : )


> 6) After the fact, go out and find users who fit the characteristics of the
> personas and either create new personas, or validate the pretend personas.
>

If you're planning to do this at this stage, why not do it at the beginning?
Yes, you say you need wireframes by mid-December... presumably that means
that people need to develop off of them. Why not make it early January and
then your wireframes will be a lot more accurate than if they're based on
"pretend" personas? If developers code off of inaccurate wireframes (no
fault of yours!) and you find that your personas, tasks, etc. are all pretty
wrong, then they'll have to go back & re-do what they just did and you'll be
at the same point in the schedule as you would if you'd done the research up
front.


> The whole idea is to get the team to think about who the users are, think
> about what the user's goals and tasks are, and create a personas that can
> then drive the rapid paper prototype process.
>

That's great and all, but  it's frought with risk. Doing this is essentially
basing the whole structure of a design off of half-informed opinions. As
anyone on this list can attest to, that approach leads down a very dark
path. If you're planning to validate made-up personas with the target
audience anyway, you might as well do it first and save yourself a lot of
pain and heartache later on.

I think the best approach at this point is to seriously lobby your
management on this point: Research now or fail later and rebuild. Point out
the impact that this would have on customer loyalty. If you bought a big
software package that sucked, would you buy again from that company even if
they said they fixed it?

I really really hope you're able to turn them around. : )

F.

------------------------------------------------------------------------------------------
Fred Beecher
Sr. User Experience Consultant
Evantage Consulting
O: 612.230.3838 // M: 612.810.6745
IM: [email protected] (google/msn) // fredevc (aim/yahoo)
T: http://twitter.com/fred_beecher
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