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Visual Modeling Within the UCD Process
IA Konferenz 2009




Holger Deist, SAP User Experience – Research, Standards & Methods
Dr. Wolfgang Teusch, SAP Industry Solution Management

Hamburg, May 16, 2009
Introduction


 What is our focus?
     User-centered design (UCD) process @ SAP
     Case study:
            Re-design of a cross-industry business software
            Visual modeling in user research and conceptual design


 What is our message?
     visual modeling of task flows / use cases, object structures and information architecture
     leverages communication and a common, comprehensive understanding between all
     stakeholders
     A successful product design requires the integration of end-users from the beginning
     Agile structures enhance quality and speed within research and development




© SAP AG 2009
Agenda




 1.     Introduction
 2.     User-Centered Design @ SAP
 3.     Case Study: Visual Modeling in User Research & Conceptual Design
 4.     Summary
 5.     Question & Answers




© SAP AG 2009
A Miss is as Good as a Mile …




        What the CTO described    What was communicated   What product management specified




    What development programmed     What the field sold         What the user needed
© SAP AG 2009
Getting it right the first time:
 UCD @ SAP




                       More details: www.sapdesignguild.org

© SAP AG 2009
Getting it right the first time:
 UCD @ SAP


      Determine UCD
       Determine UCD
      activities
       activities
      Plan resources,
       Plan resources,
      timeline, budget
       timeline, budget




                          More details: www.sapdesignguild.org

© SAP AG 2009
Getting it right the first time:
 UCD @ SAP


                                                              Understand the market
                                                               Understand the market
                                                              and business opportunity
                                                               and business opportunity
                                                              Update // create user
                                                               Update create user
                                                              profiles
                                                               profiles
                                                              Understand users (goals,
                                                               Understand users (goals,
                                                              tasks, tools, painpoints
                                                               tasks, tools, painpoints
                                                              and needs)
                                                               and needs)
                                                              Derive user requirements
                                                               Derive user requirements
                                                              Update business process
                                                               Update business process
                                                              models
                                                               models




                       More details: www.sapdesignguild.org

© SAP AG 2009
Getting it right the first time:
 UCD @ SAP




                                                              Define the product
                                                               Define the product
                                                              scope from an end-
                                                               scope from an end-
                                                              user perspective
                                                               user perspective
                                                              Develop use cases,
                                                               Develop use cases,
                                                              user object model & IA
                                                               user object model & IA
                                                              Validate prototypes
                                                               Validate prototypes
                                                              iteratively with end-
                                                               iteratively with end-
                                                              users
                                                               users
                       More details: www.sapdesignguild.org

© SAP AG 2009
Getting it right the first time:
 UCD @ SAP




      Ensure design
       Ensure design
      continuity as the
       continuity as the
      system is coded
       system is coded
      Update design if
       Update design if
      required
       required
      Validate modified
       Validate modified
      design with end-
       design with end-
      users
       users
                           More details: www.sapdesignguild.org

© SAP AG 2009
Getting it right the first time:
 UCD @ SAP




  Measure the usability
  Measure the usability
  of released product
  of released product




                          More details: www.sapdesignguild.org

© SAP AG 2009
Faster in Agile Teams




                         Core Team
                         (Solution Management, Development, UX)
                            Close collaboration in all UCD phases
                            Key competencies are bundled
                            Common understanding of user requirements
                            360° view on system
                            Parallel work instead of waterfall approach

                         Internal collaboration with other departments

                         External collaboration with third parties




© SAP AG 2009
Agenda




 1.     Introduction
 2.     User-Centered Design @ SAP
 3.     Case Study: Visual Modeling in User Research & Conceptual Design
 4.     Summary
 5.     Question & Answers




© SAP AG 2009
Modeling UX by Complementary Views




    3. UI Design

                                      Information Architecture




                   Use Cases               User Object Model


    2. Conceptual Design




    1. Field Research

© SAP AG 2009
Modeling UX by Complementary Views




    3. UI Design
                        Field Research
                        Identify, analyze and understand   Information Architecture

                          Goals
                          Tasks
                        Workarounds
                   Use Cases                                    User Object Model
                          Painpoints and
    2. Conceptual DesignNeeds

                        of the targeted end-users

                                  show examplary model




    1. Field Research

© SAP AG 2009
Modeling UX by Complementary Views



    Use Cases
      define the use, from the end-users' perspective, for accomplishing a specific goal within a system.
            A single use case describes a set of steps — a sequence of user interactions — to successfully
            accomplish the goal. The ‘use case brief’ outlines in a few sentences what the use case is about.
            The collection of all use cases defines the functional scope (everything that can be done with
    3. UI Designsystem by all users).
            the
                A use case describes the ‘what’ and not the ‘how’.
                                                                                            Information Architecture
                                                      show examplary model




                      Use Cases                                                                  User Object Model


    2. Conceptual Design




    1. Field Research

© SAP AG 2009
Modeling UX by Complementary Views




    3. UI Design

                                                                             Information Architecture




                      Use Cases                                                   User Object Model


    2. Conceptual Design
            User Object Model
                provides a holistic view on the system’s objects, their
                attributes and actions from an end-user perspective in the
                user’s language

                                     show examplary model

    1. Field Research

© SAP AG 2009
Modeling UX by Complementary Views




    3. UI Design

                                                                 Information Architecture



    The Information Architecture Diagram
                  Use Cases                                           User Object Model
       maps the groups, branches, and interrelations among the
       UI components of the application from an end-user
    2. Conceptual Design
       perspective
       helps the team derive UI decisions based on a holistic
       understanding of the underlying application structure

                           show examplary model




    1. Field Research

© SAP AG 2009
Modeling UX by Complementary Views




    3. UI Design

                        UI Design                                                                  Information Architecture
                           The UI visualizes the underlying structures and processes of an
                           application
                           To design easy to-use UIs it is critical to understand and shape these
                   Use Cases                                                                            User Object Model
                          structures and processes from an end-user perspective before
                           Iterative prototyping is the sure path to achieving high-quality user
    2. Conceptual Design
                           interfaces




    1. Field Research

© SAP AG 2009
Agenda




 1.     Introduction
 2.     User-Centered Design @ SAP
 3.     Case Study: Visual Modeling in User Research & Conceptual Design
 4.     Summary
 5.     Question & Answers




© SAP AG 2009
Summary


     UCD leverages efficiency within research and development
     Visual Modeling facilitates communication and a comprehensive understanding of the system
     regarding
            business processes and task flows / use cases
            object structures and information architecture
     A comprehensive understanding of the system from an end-user’s perspective
            provides a solid basis for deriving product strategy
            enables a modular, scalable architecture via focusing on the big picture
            avoids patchwork solutions that limit the flexibility and address isolated parts of the user‘s
            tasks




© SAP AG 2009
Agenda




 1.     Introduction
 2.     User-Centered Design @ SAP
 3.     Case Study: Visual Modeling in User Research & Conceptual Design
 4.     Summary
 5.     Question & Answers




© SAP AG 2009
Thank You!




© SAP AG 2009
Copyright 2009 SAP AG
 All Rights Reserved

  No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein
  may be changed without prior notice.
  Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.
  Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.
  IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries,
  eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+,
  POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex,
  MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation.
  Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.
  Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other
  countries.
  Oracle is a registered trademark of Oracle Corporation.
  UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.
  Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc.
  HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.
  Java is a registered trademark of Sun Microsystems, Inc.
  JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.
  SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos
  are trademarks or registered trademarks of SAP AG in Germany and other countries.
  Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and
  services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries.
  Business Objects is an SAP company.
  All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only.
  National product specifications may vary.
  These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies (quot;SAP Groupquot;) for informational purposes only,
  without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group
  products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed
  as constituting an additional warrant.




© SAP AG 2009

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Visual Modeling Within UCD (English)

  • 1. Visual Modeling Within the UCD Process IA Konferenz 2009 Holger Deist, SAP User Experience – Research, Standards & Methods Dr. Wolfgang Teusch, SAP Industry Solution Management Hamburg, May 16, 2009
  • 2. Introduction What is our focus? User-centered design (UCD) process @ SAP Case study: Re-design of a cross-industry business software Visual modeling in user research and conceptual design What is our message? visual modeling of task flows / use cases, object structures and information architecture leverages communication and a common, comprehensive understanding between all stakeholders A successful product design requires the integration of end-users from the beginning Agile structures enhance quality and speed within research and development © SAP AG 2009
  • 3. Agenda 1. Introduction 2. User-Centered Design @ SAP 3. Case Study: Visual Modeling in User Research & Conceptual Design 4. Summary 5. Question & Answers © SAP AG 2009
  • 4. A Miss is as Good as a Mile … What the CTO described What was communicated What product management specified What development programmed What the field sold What the user needed © SAP AG 2009
  • 5. Getting it right the first time: UCD @ SAP More details: www.sapdesignguild.org © SAP AG 2009
  • 6. Getting it right the first time: UCD @ SAP Determine UCD Determine UCD activities activities Plan resources, Plan resources, timeline, budget timeline, budget More details: www.sapdesignguild.org © SAP AG 2009
  • 7. Getting it right the first time: UCD @ SAP Understand the market Understand the market and business opportunity and business opportunity Update // create user Update create user profiles profiles Understand users (goals, Understand users (goals, tasks, tools, painpoints tasks, tools, painpoints and needs) and needs) Derive user requirements Derive user requirements Update business process Update business process models models More details: www.sapdesignguild.org © SAP AG 2009
  • 8. Getting it right the first time: UCD @ SAP Define the product Define the product scope from an end- scope from an end- user perspective user perspective Develop use cases, Develop use cases, user object model & IA user object model & IA Validate prototypes Validate prototypes iteratively with end- iteratively with end- users users More details: www.sapdesignguild.org © SAP AG 2009
  • 9. Getting it right the first time: UCD @ SAP Ensure design Ensure design continuity as the continuity as the system is coded system is coded Update design if Update design if required required Validate modified Validate modified design with end- design with end- users users More details: www.sapdesignguild.org © SAP AG 2009
  • 10. Getting it right the first time: UCD @ SAP Measure the usability Measure the usability of released product of released product More details: www.sapdesignguild.org © SAP AG 2009
  • 11. Faster in Agile Teams Core Team (Solution Management, Development, UX) Close collaboration in all UCD phases Key competencies are bundled Common understanding of user requirements 360° view on system Parallel work instead of waterfall approach Internal collaboration with other departments External collaboration with third parties © SAP AG 2009
  • 12. Agenda 1. Introduction 2. User-Centered Design @ SAP 3. Case Study: Visual Modeling in User Research & Conceptual Design 4. Summary 5. Question & Answers © SAP AG 2009
  • 13. Modeling UX by Complementary Views 3. UI Design Information Architecture Use Cases User Object Model 2. Conceptual Design 1. Field Research © SAP AG 2009
  • 14. Modeling UX by Complementary Views 3. UI Design Field Research Identify, analyze and understand Information Architecture Goals Tasks Workarounds Use Cases User Object Model Painpoints and 2. Conceptual DesignNeeds of the targeted end-users show examplary model 1. Field Research © SAP AG 2009
  • 15. Modeling UX by Complementary Views Use Cases define the use, from the end-users' perspective, for accomplishing a specific goal within a system. A single use case describes a set of steps — a sequence of user interactions — to successfully accomplish the goal. The ‘use case brief’ outlines in a few sentences what the use case is about. The collection of all use cases defines the functional scope (everything that can be done with 3. UI Designsystem by all users). the A use case describes the ‘what’ and not the ‘how’. Information Architecture show examplary model Use Cases User Object Model 2. Conceptual Design 1. Field Research © SAP AG 2009
  • 16. Modeling UX by Complementary Views 3. UI Design Information Architecture Use Cases User Object Model 2. Conceptual Design User Object Model provides a holistic view on the system’s objects, their attributes and actions from an end-user perspective in the user’s language show examplary model 1. Field Research © SAP AG 2009
  • 17. Modeling UX by Complementary Views 3. UI Design Information Architecture The Information Architecture Diagram Use Cases User Object Model maps the groups, branches, and interrelations among the UI components of the application from an end-user 2. Conceptual Design perspective helps the team derive UI decisions based on a holistic understanding of the underlying application structure show examplary model 1. Field Research © SAP AG 2009
  • 18. Modeling UX by Complementary Views 3. UI Design UI Design Information Architecture The UI visualizes the underlying structures and processes of an application To design easy to-use UIs it is critical to understand and shape these Use Cases User Object Model structures and processes from an end-user perspective before Iterative prototyping is the sure path to achieving high-quality user 2. Conceptual Design interfaces 1. Field Research © SAP AG 2009
  • 19. Agenda 1. Introduction 2. User-Centered Design @ SAP 3. Case Study: Visual Modeling in User Research & Conceptual Design 4. Summary 5. Question & Answers © SAP AG 2009
  • 20. Summary UCD leverages efficiency within research and development Visual Modeling facilitates communication and a comprehensive understanding of the system regarding business processes and task flows / use cases object structures and information architecture A comprehensive understanding of the system from an end-user’s perspective provides a solid basis for deriving product strategy enables a modular, scalable architecture via focusing on the big picture avoids patchwork solutions that limit the flexibility and address isolated parts of the user‘s tasks © SAP AG 2009
  • 21. Agenda 1. Introduction 2. User-Centered Design @ SAP 3. Case Study: Visual Modeling in User Research & Conceptual Design 4. Summary 5. Question & Answers © SAP AG 2009
  • 22. Thank You! © SAP AG 2009
  • 23. Copyright 2009 SAP AG All Rights Reserved No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies (quot;SAP Groupquot;) for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warrant. © SAP AG 2009