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Axure Planning and Logistics Axure Users Meetup, Chicago May 2, 2013 Ezra Schwartz http:// www.linkedin.com /in/ezraschwartz
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Axure Planning and Logistics

Sep 08, 2014

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Ezra Schwartz

The deck of the presentation I gave at the Axure Users Meetup, Chicago, May 2, 2013
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Page 1: Axure Planning and Logistics

Axure Planning and LogisticsAxure Users Meetup, Chicago May 2, 2013

Ezra Schwartzhttp://www.linkedin.com/in/ezraschwartz

Page 2: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

IntroductionsAttendee responses to a pre-session survey – Q1

Page 3: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

IntroductionsAttendee responses to a pre-session survey – Q2

Page 4: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

IntroductionsAttendee responses to a pre-session survey – Q3

Page 5: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

IntroductionsAttendee responses to a pre-session survey – Q4

Page 6: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

IntroductionsAttendee responses to a pre-session survey – Q5

Page 7: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

IntroductionsAttendee responses to a pre-session survey – Q6

Page 8: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Working (with Elizabeth Srail) on the book:

‘Prototyping Essentials with Axure 7’

1 thing about me(The rest you can find on the web)

Page 9: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

1.5 more things about me (you will not find on the web):

Thing 1:

Working on a large‘responsive’ project

Page 10: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Thing 1/2

Axure is NOT being used.

1.5 more things about me (you will not find on the web):

Page 11: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

So, what gives?

Page 12: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Mobile First changes howorganizations drive theirUX needs.

UX Risk: Axure prototypes are gettingmore complex because we need to optimize UX for 3+ delivery layouts .

1. Times They Are a-Changin’what, again?!

Page 13: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

New and emerging interaction models for touch, speech, display, body & brain. The meaning of UX changes radically.

UX Risk: Axure prototypes are limited to when it comes to simulating experiences across multitude of interaction styles.

2. Anything Goes

Page 14: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Axure implementation is a risk for UX teams, especially on complex projects:

• Skill levels• Keeping team in sync• Consistency of construction• Generating Specs• Quality and coverage of annotations

3. Axure Scalability

Page 15: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Axure Planning & Logistics

Session Objective:

Learn how to operate Axure with your brain*.

* = Not included with purchase.

Think first, Axure next.

Page 16: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Axure Planning & Logistics

• For Success• For Sanity &

Profit

1. Align 2. Estimate

UX Project

*= But that’s for another meetup.

• For Controlled Chaos*

3. Construct

Page 17: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Simulation

Tonight:Xtremly-Rapid Axure UX…

Page 18: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

The Simulation:

iPetChicken.ComFriendship is Better than Soup.™

Page 19: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

What is it?

Client

iPetChicken.com:“A marketplace for pet chickens”

• Local framers offer live pet chickens.• People choose & purchase live pet. • Vets offer chick care.• Up-sale market for accessories.• Cleaning and sanitation services.• Many more features…

Page 20: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Pay Attention to Details

Client

iPetChicken.com:• New brand, well established company.• Must to be up in 3 months. • We kinda know what we want.• CAN YOU DO IT?

You

O. K…

Underlined text signs of potential trouble.

Page 21: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Axure Planning & Logistics

• For Success• For Sanity &

Profit

• For Controlled Chaos*

1. Align 2. Estimate 3. Construct

UX Project

Page 22: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Task: Take it or leave it?1. Come up with as many questions that would

inform your thoughts about:1. Accepting the project2. Maximizing Axure.

Activity: Align Expectations

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Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Activity Align Expectations

15Min

Task: Take it or leave it?

What is it? Gray Matter (warning signs)

• Local framers offer live pet chickens.• People choose & purchase live pet. • Vets offer chick care.• Up-sale market for accessories.• Cleaning and sanitation services.

• New brand, well established company.• Must to be up in 3 months. • We kinda know what we want.• We want to add many more features…

Come up with as many questions that would inform your thoughts about:

1. Accepting the project2. Maximizing Axure.

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Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Discussion

Page 25: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Questions, Answers and ImplicationsActivity Align Expectations

Question Answer Implications

Do you have business requirements?

Not really Scope creep, constant change,

What about mobile? Must!!! Triple design effort upfront

Branding and visual Design? Need to do that Build in extra time for approval of visual

Usability testing? Sure! Is there enough time?

What fidelity the prototype? ? Educate – Hi-lo fid prototypes

What about Specifications? Must! Is there a sample? What level of detail?

Where is Development done? Overseas Signoffs, Change Controls, Traceability

Can I/we use Axure Yes You want to know this as soon as possible…

Page 26: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Questions, Answers and AxureActivity Align Expectations

Question Answer Axure Impact

Do you have business requirements?

Not really Flexibility in construction. Minimize complex coding

What about mobile? Must!!! Construction strategy

Branding and visual Design? Need to do that Refactor prototype to include

Usability testing? Sure! What flows to prototype

What fidelity the prototype? ? Think about managing change

What about Specifications? Must! Impact on wireframes construction

Where is Development done? Overseas Impact on construction to insure highly consumable (detailed) documentation.

Can I/we use Axure Yes You want to know this as soon as possible…

Page 27: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Axure Planning & Logistics

• For Success

✓• For Sanity &

Profit

• For Controlled Chaos*

1. Align 2. Estimate 3. Construct

UX Project

Page 28: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Activity: Planning Fallacies Avoidance

iPetChicken.ComFriendship is Better than Soup.™

Page 29: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

• Q1: How many working days in a month (Say, May 2013)?

A. 31B. 23C. 22D. 20

Planning Fallacies Avoidance Quiz:

Page 30: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

• Q1: How many working days in a month (Say, May 2013)?

A. 31 (I am a machine)

B. 23 (I love my weekends)

C. 22 (Weekends + Monday Memorial day)

D. 20 (The above + I’m human, I get sick, PTO, etc.)

Planning Fallacies Avoidance Quiz:

Diff from Hi2Lo = ~30% > Great buffer for death march!

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Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

• Q2: How many working hours in a an average working day ?

A. 24B. 16C. 12D. 8E. 3

Planning Fallacies Avoidance Quiz:

Page 32: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

• Q2: How many working hours in a an average working day ?

A. 24 (I was cloned)

B. 16 (I don’t have a life)

C. 12 (I’m dedicated)

D. 8 (I have a life outside of work)

E. 3 (What is ‘work’? + I have a life outside of work)

Planning Fallacies Avoidance Quiz:

Page 33: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

The Schedule Planning ParadoxItem Project Plan You

Hours in May ‘13 8x22=176 (100%) 3x20=60 (30%)

Time to think 0 20%

Time allocated for stakeholder post review impact

0 10%

Time allocated for dealing with snugs

0 20%

Time allocated to goofing off

0 10%

Time allocated to PTO/Illness

0 10%

Total 100% 100%

The project plan accounts 100% of hours towards ‘work’ while you can only put 30%.

Page 34: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

All Kinds of Inputs

BizReqs

ConstraintsUser Roles

Axure

ManyOther

User Tasks UI

AxureProto

UI Specs

Deliverables

Traceability Matrix

Other Reports

Work Products/Deliverables

Progress Reports

UT & Analysis

Basic Axure Workflow

Page 35: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Task: Devise A 3 Months PlanRealistic & Profitable, Accounts for Axure Bottlenecks

Discovery

Analysis

High-Level Concept

Detailed Design

Specifications

Wires, Branding, Prototype

Models, Wires, Prototype

Models,Flows,Strategy

Business &UsersResearch

MeaningfullyConsumable annotations

+UT

+UT

Requirements

15min

Page 36: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Discussion

Page 37: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Activity Axure Impact

Requirements Massive to Crazy

Responsive Considerable to Massive

Visual Design Considerable to Massive

Usability Testing Considerable to Massive

Axure Prototype Considerable to Massive

Specs Document/s Considerable to Crazy

Generic Flux & Churn Clusters

Page 38: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

A Few Axure Time Hogs HedgesHighly-nested Dynamic Panels Avoid nesting over 3 layers deepRefactor prototype to incorporate visual design

Create and use custom widget stylesMasters

Complex interactions involving variables and logic.

Document what is going on, especially variables. Create

Use prototype for UT Determine agreed scenarios FIRST, prototype to these.

Generate consumable specifications out of a highly interactive prototype used for presentations and UT

Consider prototype for UT and one for Specs.

Axure Flavored Flux & Churn Clusters

Page 39: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

• Reality Checks• Pushback on unrealistic timelines• 9 women can not deliver a baby in 1 months – insist on

time to THINK, REVIEW and REFACTOR AXURE

• Change Management• Insist on formal process for signoffs on requirements, • Formal process for Change Control

• Traceability• Referential integrity – Implement naming convention

project-wide and at least in Axure.

Summary – Avoid Muddy Waters

Page 40: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

• Improve Communication with stakeholders:• Show samples before you begin.• Collaborate with consumers of deliverables

in developing their format. • Pushback on making the entire prototype Hi-

Def – Just because you can does not mean it makes sense• Prototype towards agreed core scenarios•Make the annotated prototype available

online• Create short videos demonstrating the UX

Summary – Communicate and Align Expectations

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Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Example: sample to gain artifact acceptance before starting

Page 42: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

• Capture business and functional requirements in a shared requirements management tool instead of Word and Excel (the traditional method).

• Implement a naming convention scheme in Axure to associate requirements with a corresponding UI element in the specification.

• Plan the Axure file so you can generate just-in-time sets of release requirements to support UI updates and accurate traceability.

Summary

Page 43: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Release n

Release 1

Build, QA, UATStart

Release Management with Axure & Release Version Control

Requirements

AddModifyDeferDelete

UI Spec

Change Request,

Defect

RequirementsUI Spec

Summary (Extra)

Page 44: Axure Planning and Logistics

Axure Users Meetup, Chicago May 2, 2013 | Axure Planning & Logistics

Just because with Axure you can, does not mean you should.

Word of Advice

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Axure Planning and LogisticsAxure Users Meetup, Chicago May 2, 2013

Ezra Schwartzhttp://www.linkedin.com/in/ezraschwartz