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Customer-Centered
Design at HP
Nancy L. Clark & Craig B. Neely




                            © 2003 Hew  lett-Packard Developm Com
                                                               ent      pany, L.P.
                            The information contained herein is subject to change without
Overview


 •    W is Custom
       hy        er-Centered Design important?
 •    HP Customer-Centered Design Services (CCDS): Who
      are we?
 •    Overview W
              : here w fit in the Product Developm
                      e                           ent
      Process
 •    Case Study: Designing a complex application suite
 •    Case Study: Merger of Compaq and HP support web
      sites


February 19, 2009                                         page 2
W is Custom
   hy       er-Centered Design
 Important?




February 19, 2009                page 3
HP Customer-Centered Design Services (CCDS):
 W w are
  ho e

 •    Center of com petency in custom research and designing
                                       er
      user interfaces, w facilities around the country
                        ith
      –    Staff educated and experienced in cognitive &
           physiological disciplines
      –    Centralized resource for HP design team w do not
                                                   s ho
           have research, design, & testing skills
 •    Prim value add to HP design team
          ary                         s:
      –    Im prove developm process by bringing HP design
                            ent
           team together, creating a com on product vision
                s                       m
      –    Bring target users of products together w design team
                                                    ith           s
           to define, design, develop custom er-centered products

February 19, 2009                                                     page 4
Product Developm Process: Overview
                 ent

                          Our Focus:
                          •User analysis, requirem  ents
                          •Product definition, design, &
                          developm for ease of use
                                   ent
                          and usefulness
                          Other Elements of the
                          Custom Experience:
                                 er
                          •Ordering, delivery
                          •Docum  entation
                          •Installation
                          •Integration w 3rd party
                                        ith
                          products
                          •Custom Support
                                    er
February 19, 2009                                    page 5
Case Study: Designing a Complex Application Suite



                                     Storage Netw ork
                                     M anagem Challenges
                                              ent
                                     • Very large scale, distributed
                                     netw orks – thousands of
                                     devices, huge am ounts of
                                     data
                                     •Very complex to manage
                                     •Need continuous, reliable
                                     access to critical business
                                     data
                                     •Imagine a hard drive crash!
                                         • Real-tim m
                                                   e onitoring
February 19, 2009
                                         • Fast troubleshooting   page 6
Case Study: Designing a Complex Application Suite

                                    Planning
                                    Challe ng e s :
                                    •Vag ue pro duc t c o nc e pt
                                    •Cus to me rs ’ prio ritie s ?
                                    •De ve lo ping a s hare d vis io n


                                    S o lutio ns :
                                    •Cus to me r fo c us g ro ups
                                    •De s ig ne d s ke tc hy pro to type s ,
                                    c us to me rs fille d in blanks

                                    Value :
                                    •Re quire me nts , s hare d vis io n
                                    •No t jus t a launc h po int fo r
                                    manag e me nt applic atio ns !
                                    •Ne two rk re pre s e ntatio n
                                    •Vie w o f bus ine s s apps , data
February 19, 2009                                                              page 7
Case Study: Designing a Complex Application Suite

                                    Re quire me nts
                                    Challe ng e s
                                    •What de tails do us e rs ne e d and
                                    e xpe c t?
                                    •Re quire me nts ris ks : inc o mple te ,
                                    failure to c o nfirm

                                    S o lutio ns :
                                    •Re fine d pro to type s with mo re
                                    de tails
                                    •Ite rative re s e arc h to de fine ne xt
                                    le ve l o f de tail


                                    Value :
                                    •De tails fo r info & tas k flo w (e .g .
                                    s tatus , c lic king be havio r)
                                    •Avo ide d c o s tly re -de s ig n

February 19, 2009                                                               page 8
Case Study: Designing a Complex Application Suite

                                    De s ig n
                                    Challe ng e s :
                                    •Co mple x : hundre ds o f de tails
                                    •Trade o ffs : e as e o f us e ve rs us
                                    de ve lo pme nt c o s t

                                    S o lutio ns :
                                    •Ite rative us e r inte rfac e de s ig n ,
                                    pro to typing , te s ting
                                    •UI s pe c ific atio n , e valuatio n
                                    •Cro s s -s uite s tyle g uide

                                    Value :
                                    •Co ntinuo us us e r fo c us ke e ps
                                    de s ig n us able and alig ne d with
                                    re quire me nts
                                    •Cro s s -te am c o o rdinatio n to
                                    e ns ure unifie d de s ig n
February 19, 2009                                                                page 9
Case Study: Designing a Complex Application Suite

                                   Ite rative De ve lo pme nt
                                    Challe ng e s :
                                    •Me e ting us e rs ’ re quire me nts ?
                                    •Unantic ipate d de s ig n is s ue s


                                    S o lutio ns :
                                    •Us e r inte rvie ws : ke y fe ature s
                                    •Nume ro us us ability te s ts
                                    •S truc ture d e xpe rt re vie w
                                    •Ong o ing de s ig n c o ns ulting


                                    Value :
                                    •Cus to me r-c e nte re d ans we rs to
                                    de s ig n que s tio ns
                                    •Us ability e valuatio n o f ac tual
                                    pro duc t

February 19, 2009                                                            page 10
Case Study: Designing a Complex Application Suite

                                   Po s t-Re le as e
                                    Challe ng e s :
                                    •Is the pro duc t e as y to ins tall and
                                    us e ?
                                    •Do e s it me e t c us to me rs ’ re al
                                    wo rld ne e ds ?

                                    S o lutio ns :
                                    •Inte rvie ws with HP s pe c ialis ts in
                                    the fie ld
                                    •Cus to me r vis its , inte rvie ws


                                    Value o f Us ability Data :
                                    •Ide ntify g aps be twe e n us e r
                                    ne e ds and ac tual pro duc t
                                    •Fo c us e s ne xt ve rs io n re quire -
                                    me nts o n c us to me r ne e ds

February 19, 2009                                                              page 11
Case Study: HP.com Support

   The Challe ng e s :
   •Pro vide c o ntinuo us , re liable , unifie d we b ac c e s s
   to te c h s uppo rt fro m HP and Co mpaq
   •Co mbine two appro ac he s to o nline s uppo rt
   de live ry via the we b while me e ting e xpe c tatio ns o f
   bo th g ro ups o f c us to me rs




                                                                    •Co mbine inde pe nde nt HP and
                                                                    Co mpaq Us ability Gro ups as part o f
                                                                    o ve rall me rg e r o f e S uppo rt pro g ram
                                                                    •Fo c us o n c us to me r ne e ds , no t
                                                                    po litic al and te c hnic al c halle ng e s


February 19, 2009                                                                                                 page 12
Case Study: HP.com Support

                          De s ig n
                              Challe ng e s :
                              •Re quire me nts hande d do wn by
                              me rg e r planne rs
                              •2 dis tinc t inte rac tio n mo de ls

                              S o lutio ns :
                              •Validate re quire me nts via fas t
                              pro to typing , e arly te s ting
                              •Ite rative de s ig n & te s ting
                              •Co mbine d te am , we b re po s ito ry
                              fo r s hare d wo rk

                              Value :
                              •Re tain c us to me r lo yalty by
                              wo rking to ward a s ing le , unifie d
                              s uppo rt s ite as an indic atio n o f
                              HP ’s fo c us o n the c us to me r

February 19, 2009                                                      page 13
Case Study: HP.com Support

                          De ve lo pme nt
                              Challe ng e s :
                              •Me e ting re quire me nts ?
                              •Inte g ratio n o f ne w de s ig n with
                              o the r s ite s o n HP .c o m
                              •Will ne w de s ig n s uppo rt the
                              func tio nality ?
                              S o lutio ns :
                              •Re latio ns hips ac ro s s HP .c o m
                              •Ong o ing de s ig n update s bas e d
                              o n c us to me r fe e dbac k
                              •Ite rative de ve lo pme nt, te s t

                              Value :
                              •Ke pt de s ig n alig ne d with bo th
                              s e ts o f c us to me r ne e ds and
                              e xpe c tatio ns
                              •Inte g ratio n with HP .c o m
February 19, 2009                                                       page 14
Case Study: HP.com Support

                              Pro duc t Re le as e
                              Challe ng e s :
                              •Do e s this s ite me e t the
                              c us to me rs ’ re al wo rld ne e ds ?
                              •Co ns tant o r impro ve d c us to me r
                              s atis fac tio n , us ag e ?

                              S o lutio ns :
                              •Larg e c us to me r s urve y
                              •Re mo te we b -bas e d us ability
                              te s ting , larg e numbe r o f us e rs
                              •Us ability te s ting in lab

                              Value :
                              •Cus to me r-fo c us e d appro ac h to
                              e valuating s uppo rt s ite
                              •Validate s if the c o nte nt is us e ful,
                              me e ts c us to me r ne e ds

February 19, 2009                                                      page 15
HP.com sum ary
              m

                                                     http://h20000.w w
                                                                    w 2.hp.com/bizsupport/TechSupport/Home.jsp


•   Fully inte g rate d s ite re le as e d in
    Aug us t, 2003
•   Initial us ability data s ho w this
    pe rfo rms as we ll if no t be tte r than
    the pre vio us s ite s ac ro s s us e r type s
•   The de s ig ne rs fo rme rly fro m HP and
    Co mpaq no w wo rk to g e the r as o ne
    g ro up
•   Co ntinue to update and impro ve the
    s uppo rt c o nte nt to o ur c us to me rs




February 19, 2009                                                                                                page 16
Sum ary
    m

 •    Custom   er-centered focus can unify diverse
      stakeholders and be the basis for com on process
                                              m
      definition
 •    Custom er-centered design activities can and should be
      incorporated into every phase of product design and
      developm  ent
 •    CCDS activities are tailored to the needs of each
      project
 •    CCDS activities:
      –    Decrease developm tim and cost by “getting it right
                            ent e
           the first time”
      –    Increase custom satisfaction by m
February 19, 2009         er                eeting their needs and
                                                                 page 17
Resources

 •    w w
       w .hfes.org - Hum Factors & Ergonom Society
                        an                ics
      –    M ission: to prom the discovery and exchange of know
                            ote                                   ledge
           concerning the characteristics of hum beings that are applicable to
                                                an
           the design of system and devices of all kinds.
                                s
 •    w w
       w .upassoc.org - Usability Professionals Association
      –    Supports those w prom and advance the developm of usable
                            ho       ote                         ent
           products, reaching out to people w act as advocates for usability and
                                             ho
           the user experience.
 •    w w
       w .acm .org/sigs/sigchi - ACM Special Interest Group in
      Computer-Hum Interaction
                    an
      –    Brings together people w  orking on the design, evaluation,
           implem entation, study of interactive computing system for hum use.
                                                                   s     an
 •    w w
       w .baddesigns.com - Exam    ples of things that are hard to
      use because they do not followhum factors principles
                                         an
February 19, 2009                                                            page 18
HP logo

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User

  • 1. Customer-Centered Design at HP Nancy L. Clark & Craig B. Neely © 2003 Hew lett-Packard Developm Com ent pany, L.P. The information contained herein is subject to change without
  • 2. Overview • W is Custom hy er-Centered Design important? • HP Customer-Centered Design Services (CCDS): Who are we? • Overview W : here w fit in the Product Developm e ent Process • Case Study: Designing a complex application suite • Case Study: Merger of Compaq and HP support web sites February 19, 2009 page 2
  • 3. W is Custom hy er-Centered Design Important? February 19, 2009 page 3
  • 4. HP Customer-Centered Design Services (CCDS): W w are ho e • Center of com petency in custom research and designing er user interfaces, w facilities around the country ith – Staff educated and experienced in cognitive & physiological disciplines – Centralized resource for HP design team w do not s ho have research, design, & testing skills • Prim value add to HP design team ary s: – Im prove developm process by bringing HP design ent team together, creating a com on product vision s m – Bring target users of products together w design team ith s to define, design, develop custom er-centered products February 19, 2009 page 4
  • 5. Product Developm Process: Overview ent Our Focus: •User analysis, requirem ents •Product definition, design, & developm for ease of use ent and usefulness Other Elements of the Custom Experience: er •Ordering, delivery •Docum entation •Installation •Integration w 3rd party ith products •Custom Support er February 19, 2009 page 5
  • 6. Case Study: Designing a Complex Application Suite Storage Netw ork M anagem Challenges ent • Very large scale, distributed netw orks – thousands of devices, huge am ounts of data •Very complex to manage •Need continuous, reliable access to critical business data •Imagine a hard drive crash! • Real-tim m e onitoring February 19, 2009 • Fast troubleshooting page 6
  • 7. Case Study: Designing a Complex Application Suite Planning Challe ng e s : •Vag ue pro duc t c o nc e pt •Cus to me rs ’ prio ritie s ? •De ve lo ping a s hare d vis io n S o lutio ns : •Cus to me r fo c us g ro ups •De s ig ne d s ke tc hy pro to type s , c us to me rs fille d in blanks Value : •Re quire me nts , s hare d vis io n •No t jus t a launc h po int fo r manag e me nt applic atio ns ! •Ne two rk re pre s e ntatio n •Vie w o f bus ine s s apps , data February 19, 2009 page 7
  • 8. Case Study: Designing a Complex Application Suite Re quire me nts Challe ng e s •What de tails do us e rs ne e d and e xpe c t? •Re quire me nts ris ks : inc o mple te , failure to c o nfirm S o lutio ns : •Re fine d pro to type s with mo re de tails •Ite rative re s e arc h to de fine ne xt le ve l o f de tail Value : •De tails fo r info & tas k flo w (e .g . s tatus , c lic king be havio r) •Avo ide d c o s tly re -de s ig n February 19, 2009 page 8
  • 9. Case Study: Designing a Complex Application Suite De s ig n Challe ng e s : •Co mple x : hundre ds o f de tails •Trade o ffs : e as e o f us e ve rs us de ve lo pme nt c o s t S o lutio ns : •Ite rative us e r inte rfac e de s ig n , pro to typing , te s ting •UI s pe c ific atio n , e valuatio n •Cro s s -s uite s tyle g uide Value : •Co ntinuo us us e r fo c us ke e ps de s ig n us able and alig ne d with re quire me nts •Cro s s -te am c o o rdinatio n to e ns ure unifie d de s ig n February 19, 2009 page 9
  • 10. Case Study: Designing a Complex Application Suite Ite rative De ve lo pme nt Challe ng e s : •Me e ting us e rs ’ re quire me nts ? •Unantic ipate d de s ig n is s ue s S o lutio ns : •Us e r inte rvie ws : ke y fe ature s •Nume ro us us ability te s ts •S truc ture d e xpe rt re vie w •Ong o ing de s ig n c o ns ulting Value : •Cus to me r-c e nte re d ans we rs to de s ig n que s tio ns •Us ability e valuatio n o f ac tual pro duc t February 19, 2009 page 10
  • 11. Case Study: Designing a Complex Application Suite Po s t-Re le as e Challe ng e s : •Is the pro duc t e as y to ins tall and us e ? •Do e s it me e t c us to me rs ’ re al wo rld ne e ds ? S o lutio ns : •Inte rvie ws with HP s pe c ialis ts in the fie ld •Cus to me r vis its , inte rvie ws Value o f Us ability Data : •Ide ntify g aps be twe e n us e r ne e ds and ac tual pro duc t •Fo c us e s ne xt ve rs io n re quire - me nts o n c us to me r ne e ds February 19, 2009 page 11
  • 12. Case Study: HP.com Support The Challe ng e s : •Pro vide c o ntinuo us , re liable , unifie d we b ac c e s s to te c h s uppo rt fro m HP and Co mpaq •Co mbine two appro ac he s to o nline s uppo rt de live ry via the we b while me e ting e xpe c tatio ns o f bo th g ro ups o f c us to me rs •Co mbine inde pe nde nt HP and Co mpaq Us ability Gro ups as part o f o ve rall me rg e r o f e S uppo rt pro g ram •Fo c us o n c us to me r ne e ds , no t po litic al and te c hnic al c halle ng e s February 19, 2009 page 12
  • 13. Case Study: HP.com Support De s ig n Challe ng e s : •Re quire me nts hande d do wn by me rg e r planne rs •2 dis tinc t inte rac tio n mo de ls S o lutio ns : •Validate re quire me nts via fas t pro to typing , e arly te s ting •Ite rative de s ig n & te s ting •Co mbine d te am , we b re po s ito ry fo r s hare d wo rk Value : •Re tain c us to me r lo yalty by wo rking to ward a s ing le , unifie d s uppo rt s ite as an indic atio n o f HP ’s fo c us o n the c us to me r February 19, 2009 page 13
  • 14. Case Study: HP.com Support De ve lo pme nt Challe ng e s : •Me e ting re quire me nts ? •Inte g ratio n o f ne w de s ig n with o the r s ite s o n HP .c o m •Will ne w de s ig n s uppo rt the func tio nality ? S o lutio ns : •Re latio ns hips ac ro s s HP .c o m •Ong o ing de s ig n update s bas e d o n c us to me r fe e dbac k •Ite rative de ve lo pme nt, te s t Value : •Ke pt de s ig n alig ne d with bo th s e ts o f c us to me r ne e ds and e xpe c tatio ns •Inte g ratio n with HP .c o m February 19, 2009 page 14
  • 15. Case Study: HP.com Support Pro duc t Re le as e Challe ng e s : •Do e s this s ite me e t the c us to me rs ’ re al wo rld ne e ds ? •Co ns tant o r impro ve d c us to me r s atis fac tio n , us ag e ? S o lutio ns : •Larg e c us to me r s urve y •Re mo te we b -bas e d us ability te s ting , larg e numbe r o f us e rs •Us ability te s ting in lab Value : •Cus to me r-fo c us e d appro ac h to e valuating s uppo rt s ite •Validate s if the c o nte nt is us e ful, me e ts c us to me r ne e ds February 19, 2009 page 15
  • 16. HP.com sum ary m http://h20000.w w w 2.hp.com/bizsupport/TechSupport/Home.jsp • Fully inte g rate d s ite re le as e d in Aug us t, 2003 • Initial us ability data s ho w this pe rfo rms as we ll if no t be tte r than the pre vio us s ite s ac ro s s us e r type s • The de s ig ne rs fo rme rly fro m HP and Co mpaq no w wo rk to g e the r as o ne g ro up • Co ntinue to update and impro ve the s uppo rt c o nte nt to o ur c us to me rs February 19, 2009 page 16
  • 17. Sum ary m • Custom er-centered focus can unify diverse stakeholders and be the basis for com on process m definition • Custom er-centered design activities can and should be incorporated into every phase of product design and developm ent • CCDS activities are tailored to the needs of each project • CCDS activities: – Decrease developm tim and cost by “getting it right ent e the first time” – Increase custom satisfaction by m February 19, 2009 er eeting their needs and page 17
  • 18. Resources • w w w .hfes.org - Hum Factors & Ergonom Society an ics – M ission: to prom the discovery and exchange of know ote ledge concerning the characteristics of hum beings that are applicable to an the design of system and devices of all kinds. s • w w w .upassoc.org - Usability Professionals Association – Supports those w prom and advance the developm of usable ho ote ent products, reaching out to people w act as advocates for usability and ho the user experience. • w w w .acm .org/sigs/sigchi - ACM Special Interest Group in Computer-Hum Interaction an – Brings together people w orking on the design, evaluation, implem entation, study of interactive computing system for hum use. s an • w w w .baddesigns.com - Exam ples of things that are hard to use because they do not followhum factors principles an February 19, 2009 page 18