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




                            © 2 0 0 3 H e w le tt -P a c k a r d D e v e lo p m e n t C o m p a n y , L .P .
                            T h e in f o r m a tio n c o n t a in e d h e r e in is s u b je c t to c h a n g e w it h o u t
O v e r v ie w


  •       W h y is C u s to m e r -C e n te r e d D e s ig n im p o r ta n t?
  •       H P C u s to m e r -C e n te r e d D e s ig n S e r v ic e s (C C D S ): W h o
          a re w e ?
  •       O v e r v ie w : W h e r e w e fit in th e P r o d u c t D e v e lo p m e n t
          P ro c e s s
  •       C a s e S tu d y : D e s ig n in g a c o m p le x a p p lic a tio n s u ite
  •       C a s e S tu d y : M e r g e r o f C o m p a q a n d H P s u p p o r t w e b
          s ite s


F e b ru a ry 2 6 , 2 00 9                                                                 page 2
W h y is C u s to m e r -C e n te r e d D e s ig n
  Im p o r ta n t?




F e b ru a ry 2 6 , 2 00 9                             page 3
H P C u s to m e r -C e n te r e d D e s ig n S e r v ic e s (C C D S ):
  W h o w e a re

  •       C e n t e r o f c o m p e te n c y in c u s to m e r r e s e a r c h a n d d e s ig n in g
          u s e r in t e r fa c e s , w ith fa c ilitie s a r o u n d th e c o u n tr y
          –      S ta ff e d u c a te d a n d e x p e r ie n c e d in c o g n itiv e &
                 p h y s io lo g ic a l d is c ip lin e s
          –      C e n tr a liz e d r e s o u r c e fo r H P d e s ig n te a m s w h o d o n o t
                 h a v e r e s e a r c h , d e s ig n , & te s tin g s k ills
  •       P r im a r y v a lu e a d d to H P d e s ig n te a m s :
          –      Im p r o v e d e v e lo p m e n t p r o c e s s b y b r in g in g H P d e s ig n
                 te a m s to g e th e r , c r e a tin g a c o m m o n p r o d u c t v is io n
          –      B r in g t a r g e t u s e r s o f p r o d u c ts to g e th e r w ith d e s ig n te a m s
                 to d e fin e , d e s ig n , d e v e lo p c u s to m e r -c e n te r e d p r o d u c ts

F e b ru a ry 2 6 , 2 00 9                                                                                   page 4
P r o d u c t D e v e lo p m e n t P r o c e s s : O v e r v ie w

                                                   O ur Focus:
                                                   • U s e r a n a ly s is , r e q u ir e m e n ts
                                                   • P r o d u c t d e fin itio n , d e s ig n , &
                                                   d e v e lo p m e n t fo r e a s e o f u s e
                                                   a n d u s e fu ln e s s
                                                   O th e r E le m e n ts o f th e
                                                   C u s to m e r E x p e r ie n c e :
                                                   • O r d e r in g , d e liv e r y
                                                   • D o c u m e n ta tio n
                                                   • In s ta lla tio n
                                                   • In te g r a tio n w ith 3 r d p a r ty
                                                   p r o d u c ts
                                                   • C u s to m e r S u p p o r t

F e b ru a ry 2 6 , 2 00 9                                                                    page 5
C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite



                                                          S to r a g e N e tw o r k
                                                          M a n a g e m e n t C h a lle n g e s
                                                          • V e r y la r g e s c a le , d is tr ib u te d
                                                          n e tw o r k s – th o u s a n d s o f
                                                          d e v ic e s , h u g e a m o u n ts o f
                                                          d a ta
                                                          • V e r y c o m p le x to m a n a g e
                                                          • N e e d c o n tin u o u s , r e lia b le
                                                          a c c e s s to c r itic a l b u s in e s s
                                                          d a ta
                                                          • Im a g in e a h a r d d r iv e c r a s h !
                                                                • R e a l-tim e m o n ito r in g

F e b ru a ry 2 6 , 2 00 9
                                                                • F a s t tr o u b le s h o o tin g    page 6
C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite

                                                         Planning
                                                         Challenges:
                                                         • Vague product concept
                                                         • Customers’ priorities?
                                                         • Developing a shared vision


                                                         Solutions:
                                                         • Customer focus groups
                                                         • Designed sketchy prototypes,
                                                         customers filled in blanks

                                                         Value:
                                                         • Requirements, shared vision
                                                         • Not just a launch point for
                                                         management applications!
                                                         • Network representation
                                                         • View of business apps, data
F e b ru a ry 2 6 , 2 00 9                                                                page 7
C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite

                                                         Requirements
                                                        Challenges
                                                        • What details do users need and
                                                        expect?
                                                        • Requirements risks: incomplete,
                                                        failure to confirm

                                                         Solutions:
                                                         • Refined prototypes with more
                                                         details
                                                         • I terative research to define next
                                                         level of detail


                                                         Value:
                                                         • Details for info & task flow (e.g.
                                                         status, clicking behavior)
                                                         • Avoided costly re-design

F e b ru a ry 2 6 , 2 00 9                                                                      page 8
C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite

                                                         Design
                                                         Challenges:
                                                         • Complex: hundreds of details
                                                         • Tradeoffs: ease of use versus
                                                         development cost

                                                         Solutions:
                                                         • I terative user interface design,
                                                         prototyping, testing
                                                         • UI specification, evaluation
                                                         • Cross-suite style guide

                                                         Value:
                                                         • Continuous user focus keeps
                                                         design usable and aligned with
                                                         requirements
                                                         • Cross-team coordination to ensure
                                                         unified design
F e b ru a ry 2 6 , 2 00 9                                                                     page 9
C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite

                                                       I terative Development
                                                         Challenges:
                                                         • M eeting users’ requirements?
                                                         • Unanticipated design issues


                                                         Solutions:
                                                         • User interviews: key features
                                                         • Numerous usability tests
                                                         • Structured expert review
                                                         • Ongoing design consulting


                                                         Value:
                                                         • Customer-centered answers to
                                                         design questions
                                                         • Usability evaluation of actual
                                                         product

F e b ru a ry 2 6 , 2 00 9                                                                  page 1 0
C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite

                                                         Post-Release
                                                        Challenges:
                                                        • I s the product easy to install and
                                                        use?
                                                        • Does it meet customers’ real world
                                                        needs?

                                                         Solutions:
                                                         • I nterviews with HP specialists in
                                                         the field
                                                         • Customer visits, interviews


                                                         Value of Usability Data:
                                                         • I dentify gaps between user needs
                                                         and actual product
                                                         • Focuses next version require-
                                                         ments on customer needs

F e b ru a ry 2 6 , 2 00 9                                                                      page 1 1
C a s e S tu d y : H P .c o m S u p p o r t

     The Challenges:
     • Provide continuous, reliable, unified web access to
     tech support from HP and Compaq
     • Combine two approaches to online support delivery
     via the web while meeting expectations of both
     groups of customers




                                                             • Combine independent HP and Compaq
                                                             Usability Groups as part of overall
                                                             merger of eS upport program
                                                             • Focus on customer needs, not political
                                                             and technical challenges


F e b ru a ry 2 6 , 2 00 9                                                                        page 1 2
C a s e S tu d y : H P .c o m S u p p o r t

                                                Design
                                                Challenges:
                                                • Requirements handed down by
                                                merger planners
                                                • 2 distinct interaction models


                                                Solutions:
                                                • Validate requirements via fast
                                                prototyping, early testing
                                                • I terative design & testing
                                                • Combined team, web repository for
                                                shared work

                                                Value:
                                                • Retain customer loyalty by working
                                                toward a single, unified support site
                                                as an indication of HP’s focus on
                                                the customer

F e b ru a ry 2 6 , 2 00 9                                                         page 1 3
C a s e S tu d y : H P .c o m S u p p o r t

                                                Development
                                                Challenges:
                                                • M eeting requirements?
                                                • I ntegration of new design with
                                                other sites on HP.com
                                                • Will new design support the
                                                functionality?
                                                Solutions:
                                                • Relationships across HP.com
                                                • Ongoing design updates based on
                                                customer feedback
                                                • I terative development, test

                                                Value:
                                                • K ept design aligned with both sets
                                                of customer needs and expectations
                                                • I ntegration with HP.com

F e b ru a ry 2 6 , 2 00 9                                                          page 1 4
C a s e S tu d y : H P .c o m S u p p o r t

                                                Product Release
                                                Challenges:
                                                • Does this site meet the customers’
                                                real world needs?
                                                • Constant or improved customer
                                                satisfaction, usage?

                                                Solutions:
                                                • Large customer survey
                                                • Remote web-based usability
                                                testing, large number of users
                                                • Usability testing in lab

                                                Value:
                                                • Customer-focused approach to
                                                evaluating support site
                                                • Validates if the content is useful,
                                                meets customer needs

F e b ru a ry 2 6 , 2 00 9                                                              page 1 5
H P .c o m s u m m a r y

                                                   h ttp ://h 2 0 0 0 0 .w w w 2 .h p .c o m /b iz s u p p o r t/T e c h S u p p o r t/H o m e .js p


•        Fully integrated site released in
         August, 2003
•        I nitial usability data show this
         performs as well if not better than the
         previous sites across user types
•        The designers formerly from HP and
         Compaq now work together as one
         group
•        Continue to update and improve the
         support content to our customers




    F e b ru a ry 2 6 , 2 00 9                                                                                                                         page 1 6
S u m m a ry

  •       C u s to m e r -c e n te r e d fo c u s c a n u n ify d iv e r s e
          s ta k e h o ld e r s a n d b e th e b a s is fo r c o m m o n p r o c e s s
          d e fin itio n
  •       C u s to m e r -c e n te r e d d e s ig n a c tiv itie s c a n a n d s h o u ld b e
          in c o r p o r a te d in to e v e r y p h a s e o f p r o d u c t d e s ig n a n d
          d e v e lo p m e n t
  •       C C D S a c tiv itie s a r e ta ilo r e d to th e n e e d s o f e a c h
          p r o je c t
  •       C C D S a c tiv itie s :
          –      D e c r e a s e d e v e lo p m e n t tim e a n d c o s t b y “g e ttin g it r ig h t
                 th e fir s t t im e ”
          –      In c r e a s e c u s to m e r s a tis fa c tio n b y m e e tin g th e ir n e e d s a n d
F e b ru a ry 2 6 , 2 00 9                                                                              page 1 7
R e s o u rc e s
  •       w w w .h fe s .o r g - H u m a n F a c to r s & E r g o n o m ic s S o c ie ty
          –      M is s io n : to p r o m o te th e d is c o v e r y a n d e x c h a n g e o f k n o w le d g e
                 c o n c e r n in g th e c h a r a c te r is tic s o f h u m a n b e in g s th a t a r e a p p lic a b le to
                 th e d e s ig n o f s y s te m s a n d d e v ic e s o f a ll k in d s .
  •       w w w .u p a s s o c .o r g - U s a b ility P r o fe s s io n a ls A s s o c ia tio n
          –      S u p p o r ts th o s e w h o p r o m o te a n d a d v a n c e th e d e v e lo p m e n t o f u s a b le
                 p r o d u c ts , r e a c h in g o u t to p e o p le w h o a c t a s a d v o c a te s fo r u s a b ility a n d
                 th e u s e r e x p e r ie n c e .
  •       w w w .a c m .o r g /s ig s /s ig c h i - A C M S p e c ia l In te r e s t G r o u p in
          C o m p u te r -H u m a n I n te r a c tio n
          –      B r in g s to g e th e r p e o p le w o r k in g o n th e d e s ig n , e v a lu a tio n ,
                 im p le m e n ta tio n , s tu d y o f in te r a c tiv e c o m p u tin g s y s te m s fo r h u m a n u s e .
  •       w w w .b a d d e s ig n s .c o m - E x a m p le s o f th in g s th a t a r e h a r d to
          u s e b e c a u s e th e y d o n o t fo llo w h u m a n fa c to r s p r in c ip le s
F e b ru a ry 2 6 , 2 00 9                                                                                                     page 1 8
H P lo g o

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8

  • 1. Customer-Centered Design at HP Nancy L. Clark & Craig B. Neely © 2 0 0 3 H e w le tt -P a c k a r d D e v e lo p m e n t C o m p a n y , L .P . T h e in f o r m a tio n c o n t a in e d h e r e in is s u b je c t to c h a n g e w it h o u t
  • 2. O v e r v ie w • W h y is C u s to m e r -C e n te r e d D e s ig n im p o r ta n t? • H P C u s to m e r -C e n te r e d D e s ig n S e r v ic e s (C C D S ): W h o a re w e ? • O v e r v ie w : W h e r e w e fit in th e P r o d u c t D e v e lo p m e n t P ro c e s s • C a s e S tu d y : D e s ig n in g a c o m p le x a p p lic a tio n s u ite • C a s e S tu d y : M e r g e r o f C o m p a q a n d H P s u p p o r t w e b s ite s F e b ru a ry 2 6 , 2 00 9 page 2
  • 3. W h y is C u s to m e r -C e n te r e d D e s ig n Im p o r ta n t? F e b ru a ry 2 6 , 2 00 9 page 3
  • 4. H P C u s to m e r -C e n te r e d D e s ig n S e r v ic e s (C C D S ): W h o w e a re • C e n t e r o f c o m p e te n c y in c u s to m e r r e s e a r c h a n d d e s ig n in g u s e r in t e r fa c e s , w ith fa c ilitie s a r o u n d th e c o u n tr y – S ta ff e d u c a te d a n d e x p e r ie n c e d in c o g n itiv e & p h y s io lo g ic a l d is c ip lin e s – C e n tr a liz e d r e s o u r c e fo r H P d e s ig n te a m s w h o d o n o t h a v e r e s e a r c h , d e s ig n , & te s tin g s k ills • P r im a r y v a lu e a d d to H P d e s ig n te a m s : – Im p r o v e d e v e lo p m e n t p r o c e s s b y b r in g in g H P d e s ig n te a m s to g e th e r , c r e a tin g a c o m m o n p r o d u c t v is io n – B r in g t a r g e t u s e r s o f p r o d u c ts to g e th e r w ith d e s ig n te a m s to d e fin e , d e s ig n , d e v e lo p c u s to m e r -c e n te r e d p r o d u c ts F e b ru a ry 2 6 , 2 00 9 page 4
  • 5. P r o d u c t D e v e lo p m e n t P r o c e s s : O v e r v ie w O ur Focus: • U s e r a n a ly s is , r e q u ir e m e n ts • P r o d u c t d e fin itio n , d e s ig n , & d e v e lo p m e n t fo r e a s e o f u s e a n d u s e fu ln e s s O th e r E le m e n ts o f th e C u s to m e r E x p e r ie n c e : • O r d e r in g , d e liv e r y • D o c u m e n ta tio n • In s ta lla tio n • In te g r a tio n w ith 3 r d p a r ty p r o d u c ts • C u s to m e r S u p p o r t F e b ru a ry 2 6 , 2 00 9 page 5
  • 6. C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite S to r a g e N e tw o r k M a n a g e m e n t C h a lle n g e s • V e r y la r g e s c a le , d is tr ib u te d n e tw o r k s – th o u s a n d s o f d e v ic e s , h u g e a m o u n ts o f d a ta • V e r y c o m p le x to m a n a g e • N e e d c o n tin u o u s , r e lia b le a c c e s s to c r itic a l b u s in e s s d a ta • Im a g in e a h a r d d r iv e c r a s h ! • R e a l-tim e m o n ito r in g F e b ru a ry 2 6 , 2 00 9 • F a s t tr o u b le s h o o tin g page 6
  • 7. C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite Planning Challenges: • Vague product concept • Customers’ priorities? • Developing a shared vision Solutions: • Customer focus groups • Designed sketchy prototypes, customers filled in blanks Value: • Requirements, shared vision • Not just a launch point for management applications! • Network representation • View of business apps, data F e b ru a ry 2 6 , 2 00 9 page 7
  • 8. C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite Requirements Challenges • What details do users need and expect? • Requirements risks: incomplete, failure to confirm Solutions: • Refined prototypes with more details • I terative research to define next level of detail Value: • Details for info & task flow (e.g. status, clicking behavior) • Avoided costly re-design F e b ru a ry 2 6 , 2 00 9 page 8
  • 9. C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite Design Challenges: • Complex: hundreds of details • Tradeoffs: ease of use versus development cost Solutions: • I terative user interface design, prototyping, testing • UI specification, evaluation • Cross-suite style guide Value: • Continuous user focus keeps design usable and aligned with requirements • Cross-team coordination to ensure unified design F e b ru a ry 2 6 , 2 00 9 page 9
  • 10. C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite I terative Development Challenges: • M eeting users’ requirements? • Unanticipated design issues Solutions: • User interviews: key features • Numerous usability tests • Structured expert review • Ongoing design consulting Value: • Customer-centered answers to design questions • Usability evaluation of actual product F e b ru a ry 2 6 , 2 00 9 page 1 0
  • 11. C a s e S tu d y : D e s ig n in g a C o m p le x A p p lic a tio n S u ite Post-Release Challenges: • I s the product easy to install and use? • Does it meet customers’ real world needs? Solutions: • I nterviews with HP specialists in the field • Customer visits, interviews Value of Usability Data: • I dentify gaps between user needs and actual product • Focuses next version require- ments on customer needs F e b ru a ry 2 6 , 2 00 9 page 1 1
  • 12. C a s e S tu d y : H P .c o m S u p p o r t The Challenges: • Provide continuous, reliable, unified web access to tech support from HP and Compaq • Combine two approaches to online support delivery via the web while meeting expectations of both groups of customers • Combine independent HP and Compaq Usability Groups as part of overall merger of eS upport program • Focus on customer needs, not political and technical challenges F e b ru a ry 2 6 , 2 00 9 page 1 2
  • 13. C a s e S tu d y : H P .c o m S u p p o r t Design Challenges: • Requirements handed down by merger planners • 2 distinct interaction models Solutions: • Validate requirements via fast prototyping, early testing • I terative design & testing • Combined team, web repository for shared work Value: • Retain customer loyalty by working toward a single, unified support site as an indication of HP’s focus on the customer F e b ru a ry 2 6 , 2 00 9 page 1 3
  • 14. C a s e S tu d y : H P .c o m S u p p o r t Development Challenges: • M eeting requirements? • I ntegration of new design with other sites on HP.com • Will new design support the functionality? Solutions: • Relationships across HP.com • Ongoing design updates based on customer feedback • I terative development, test Value: • K ept design aligned with both sets of customer needs and expectations • I ntegration with HP.com F e b ru a ry 2 6 , 2 00 9 page 1 4
  • 15. C a s e S tu d y : H P .c o m S u p p o r t Product Release Challenges: • Does this site meet the customers’ real world needs? • Constant or improved customer satisfaction, usage? Solutions: • Large customer survey • Remote web-based usability testing, large number of users • Usability testing in lab Value: • Customer-focused approach to evaluating support site • Validates if the content is useful, meets customer needs F e b ru a ry 2 6 , 2 00 9 page 1 5
  • 16. H P .c o m s u m m a r y h ttp ://h 2 0 0 0 0 .w w w 2 .h p .c o m /b iz s u p p o r t/T e c h S u p p o r t/H o m e .js p • Fully integrated site released in August, 2003 • I nitial usability data show this performs as well if not better than the previous sites across user types • The designers formerly from HP and Compaq now work together as one group • Continue to update and improve the support content to our customers F e b ru a ry 2 6 , 2 00 9 page 1 6
  • 17. S u m m a ry • C u s to m e r -c e n te r e d fo c u s c a n u n ify d iv e r s e s ta k e h o ld e r s a n d b e th e b a s is fo r c o m m o n p r o c e s s d e fin itio n • C u s to m e r -c e n te r e d d e s ig n a c tiv itie s c a n a n d s h o u ld b e in c o r p o r a te d in to e v e r y p h a s e o f p r o d u c t d e s ig n a n d d e v e lo p m e n t • C C D S a c tiv itie s a r e ta ilo r e d to th e n e e d s o f e a c h p r o je c t • C C D S a c tiv itie s : – D e c r e a s e d e v e lo p m e n t tim e a n d c o s t b y “g e ttin g it r ig h t th e fir s t t im e ” – In c r e a s e c u s to m e r s a tis fa c tio n b y m e e tin g th e ir n e e d s a n d F e b ru a ry 2 6 , 2 00 9 page 1 7
  • 18. R e s o u rc e s • w w w .h fe s .o r g - H u m a n F a c to r s & E r g o n o m ic s S o c ie ty – M is s io n : to p r o m o te th e d is c o v e r y a n d e x c h a n g e o f k n o w le d g e c o n c e r n in g th e c h a r a c te r is tic s o f h u m a n b e in g s th a t a r e a p p lic a b le to th e d e s ig n o f s y s te m s a n d d e v ic e s o f a ll k in d s . • w w w .u p a s s o c .o r g - U s a b ility P r o fe s s io n a ls A s s o c ia tio n – S u p p o r ts th o s e w h o p r o m o te a n d a d v a n c e th e d e v e lo p m e n t o f u s a b le p r o d u c ts , r e a c h in g o u t to p e o p le w h o a c t a s a d v o c a te s fo r u s a b ility a n d th e u s e r e x p e r ie n c e . • w w w .a c m .o r g /s ig s /s ig c h i - A C M S p e c ia l In te r e s t G r o u p in C o m p u te r -H u m a n I n te r a c tio n – B r in g s to g e th e r p e o p le w o r k in g o n th e d e s ig n , e v a lu a tio n , im p le m e n ta tio n , s tu d y o f in te r a c tiv e c o m p u tin g s y s te m s fo r h u m a n u s e . • w w w .b a d d e s ig n s .c o m - E x a m p le s o f th in g s th a t a r e h a r d to u s e b e c a u s e th e y d o n o t fo llo w h u m a n fa c to r s p r in c ip le s F e b ru a ry 2 6 , 2 00 9 page 1 8
  • 19. H P lo g o