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Lean UX - Marco ágil escalado

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Lean UX - Marco ágil escalado
© 2022 Scaled Agile, Inc. Todos los derechos reservados.
“
¿Qué pasaría si nos encontráramos
construyendo algo que nadie quería? En
ese caso, ¿qué importaba si lo hacíamos
a tiempo y dentro del presupuesto?
—Eric Ries
Experiencia de usuario optimizada
El diseño Lean User Experience (Lean UX) es una mentalidad, una cultura y un proceso que adopta
métodos Lean-Agile. Implementa la funcionalidad en incrementos mínimos viables y determina el éxito
midiendo los resultados frente a una hipótesis de beneficio.
El diseño Lean UX amplía el rol tradicional de UX más allá de simplemente ejecutar elementos de diseño
y anticipar cómo los usuarios podrían interactuar con un sistema. En cambio, fomenta una visión mucho
más completa de por qué existe una función , la funcionalidad requerida para implementarla y los
beneficios que ofrece. Al obtener retroalimentación inmediata para comprender si el sistema cumplirá
con los objetivos comerciales reales, Lean UX proporciona un sistema de circuito cerrado para definir y
medir el valor.
Detalles
En general, UX representa las percepciones de un usuario sobre un sistema: facilidad de uso, utilidad y
efectividad de la interfaz de usuario (UI). El diseño de UX se enfoca en construir sistemas que
demuestren una comprensión profunda de los usuarios finales. Tiene en cuenta lo que los usuarios
necesitan y desean al mismo tiempo que tiene en cuenta el contexto y las limitaciones del usuario.
Un problema común, cuando se utilizan métodos ágiles, es cuál es la mejor manera de incorporar el
diseño de UX en un ciclo de iteración rápido que da como resultado una implementación completa de la
nueva funcionalidad. Cuando los equipos intentan resolver interacciones de usuario complejas y
aparentemente subjetivas, al mismo tiempo que intentan desarrollar entregables incrementales, a
menudo pueden generar muchos diseños, lo que puede convertirse en una fuente de frustración con
Agile.
Afortunadamente, el movimiento Lean UX aborda esto mediante el uso de desarrollo Agile con
enfoques de implementación Lean Startup. La mentalidad, los principios y las prácticas de SAFe reflejan
este pensamiento. Este proceso a menudo comienza con el ciclo Lean Startup descrito en el artículo de
https://www.scaledagileframework.com/lean-ux/
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Epic y continúa con el desarrollo de características y capacidades utilizando un proceso Lean UX
descrito aquí.
Como resultado, los equipos Agile y los Agile Release Trains (ART) pueden aprovechar una estrategia
común para generar un desarrollo rápido, comentarios rápidos y una experiencia de usuario holística
que deleite a los usuarios.
El proceso Lean UX
En Lean UX , Gothelf y Seiden [2] describen un modelo que hemos adaptado a nuestro contexto, como
ilustra la Figura 1. Sigue la canalización de entrega continua de SAFe y se enfoca más en las actividades
a nivel de equipo.
Figura 1. El proceso Lean UX (adaptado de Ref [2])
Hipótesis de beneficio
El enfoque de Lean UX comienza con una hipótesis de beneficio: los equipos ágiles y los diseñadores de
UX aceptan la realidad de que la "respuesta correcta" no se puede saber por adelantado. En su lugar, los
equipos aplican métodos Agile para evitar Big Design Up-front (BDUF), centrándose en crear una
hipótesis sobre el resultado comercial esperado de la característica, y luego implementan y prueban esa
hipótesis de forma incremental.
The SAFe Feature and Benefits matrix (FAB) can be used to capture this hypothesis as it moves through
the Continuous Exploration cycle of the Program Kanban:
Feature – A short phrase giving a name and context
Benefit hypothesis – The proposed measurable benefit to the end user or business
Outcomes are measured in Release on Demand and best done using leading indicators (see Innovation
Accounting in [1]) to evaluate how well the new feature meets its benefits hypothesis. For example, “We
believe the administrator can add a new user in half the time it took before.”
https://www.scaledagileframework.com/lean-ux/
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Lean UX - Marco ágil escalado
Collaborative Design
Traditionally, UX design has been an area of specialization. People who have an eye for design, a feel for
user interaction, and specialty training were often entirely in charge of the design process. The goal was
‘pixel perfect’ early designs, done in advance of the implementation. Usually, this work was done in silos,
apart from the very people who knew the most about the system and its context. Success was measured
by how well the implemented user interface complied with the initial UX design. In Lean UX, this changes
dramatically:
“Lean UX literally has no time for heroes. The entire concept of design as a hypothesis immediately
dethrones notions of heroism; as a designer, you must expect that many of your ideas will fail in
testing. Heroes don’t admit failure. But Lean UX designers embrace it as part of the process.” [2]
Continuous Exploration takes the hypothesis and facilitates a continuous and collaborative process that
solicits input from a diverse group of stakeholders – Architects, Customers, Business Owners, Product
Owners, and Agile Teams. This further refines the problem and creates artifacts that clearly express the
emerging understanding including personas, empathy maps, and customer experience maps.
Principle #9 – Decentralize decision-making provides additional guidance for the Lean UX process:
Agile teams are empowered to do collaborative UX design and implementation, and that significantly
improves business outcomes and time-to-market. Moreover, another important goal is to deliver a
consistent user experience across various system elements or channels (e.g., mobile, web, kiosk) or even
different products from the same company. Making this consistency a reality requires some centralized
control (following Principle #9) over certain reusable design assets. A design system [2] is a set of
standards that contains whatever UI elements the teams find useful, including:
Editorial rules, style guides, voice and tone guidelines, naming conventions, standard terms, and
abbreviations
Branding and corporate identity kits, color palettes, usage guidelines for copyrights, logos,
trademarks, and other attributions
UI asset libraries, which include icons and other images, templates, standard layouts, and grids
UI widgets, which include the design of buttons and other similar elements
These assets are an integral part of the Architectural Runway, which supports decentralized control while
recognizing that some design elements need to be centralized. After all, these decisions are infrequent,
long-lasting and provide significant economies of scale, as described in Principle #9, Decentralize
decision-making.
Build MMF
With a hypothesis and design in place, teams can proceed to implement the functionality in a Minimum
Marketable Feature (MMF). The MMF should be the minimum functionality that the teams can build to
learn whether the benefit hypothesis is valid or not. By doing this, the ARTs apply SAFe Principle #4 –
Build incrementally with fast, integrated learning cycles, to implement and evaluate the feature.
Teams may choose to preserve options with Set-Based Design, as they define the initial MMF.
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In some cases, early designs could initially be extremely lightweight and not even functional (ex., paper
prototypes, low fidelity mockups, simulations, API stubs). In other cases, a vertical thread (full stack) of
just a portion of an MMF may be necessary to test the architecture and get fast feedback at a System
Demo. However, in some instances, functionality may need to proceed all the way through to
deployment and release, where application instrumentation and telemetry [4] provide feedback data
from production users.
Evaluate
MMFs are evaluated as part of deploying and releasing (where necessary). There are a variety of ways to
determine if the feature delivers the right outcomes. These include:
Observation – Wherever possible, directly observe the actual usage of the system, it’s an
opportunity to understand the user’s context and behaviors.
User surveys – When direct observation isn’t possible, a simple end-user questionnaire can
obtain fast feedback.
Usage analytics – Lean-Agile teams build analytics right into their applications, which helps
validate initial use and provides the application telemetry needed to support a Continuous
Delivery model. Application telemetry offers constant operational and user feedback from the
deployed system.
A/B testing – Is a form of statistical hypothesis comparing two samples, which acknowledges
that user preferences are unknowable in advance. Recognizing this is truly liberating, eliminating
endless arguments between designers and developers—who likely won’t use the system. Teams
follow Principle #3 – Assume variability; preserve options to keep design options open as long
as possible. And wherever it’s practical and economically feasible, they should implement
multiple alternatives for critical user activities. Then they can test those other options with
mockups, prototypes, or even full stack implementations. In this latter case, differing versions
may be deployed to multiple subsets of users, perhaps sequenced over time and measured via
analytics.
In short, measurable results deliver the knowledge teams need to refactor, adjust, redesign—or even
pivot to abandon a feature, based solely on objective data and user feedback. Measurement creates a
closed-loop Lean UX process that iterates toward a successful outcome, driven by actual evidence of
whether a feature fulfills the hypothesis, or not.
Implementing Lean UX in SAFe
Lean UX is different than the traditional, centralized approach to user experience design. The primary
difference is how the hypothesis-driven aspects are evaluated by implementing the code, instrumenting
where applicable, and gaining the actual user feedback in a staging or production environment.
Implementing new designs is primarily the responsibility of the Agile Teams, working in conjunction with
Lean UX experts.
Por supuesto, este cambio, como tantos otros con el desarrollo Lean-Agile, puede provocar cambios
significativos en la forma en que se organizan los equipos y las funciones, lo que permite un flujo
continuo de valor. Para obtener más información sobre la coordinación e implementación de Lean UX, y
más específicamente sobre cómo integrar Lean UX en el ciclo de PI lea el artículo de tema avanzado
https://www.scaledagileframework.com/lean-ux/
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más específicamente sobre cómo integrar Lean UX en el ciclo de PI, lea el artículo de tema avanzado
Lean UX y el ciclo de vida del incremento del programa .
Aprende más
[1] Ries, Eric. The Lean Startup: cómo los empresarios de hoy utilizan la innovación continua para crear
negocios radicalmente exitosos . Random House, Inc., 2011 .
[2] Gothelf, Jeff y Josh Seiden. Lean UX: diseño de excelentes productos con equipos ágiles . O'Reilly
Media, 2016.
[3] Leffingwell, Decano. Requisitos de software ágiles: Prácticas de requisitos Lean para equipos,
programas y la empresa . Addison-Wesley, 2011.
[4] La telemetría es un proceso automatizado mediante el cual se recopilan mediciones y otros datos en
puntos remotos o inaccesibles y se transmiten para su seguimiento y análisis. La telemetría podría
aplicarse tanto a los aspectos técnicos como comerciales de la funcionalidad (p. ej., supervisión del
rendimiento de los componentes de la solución, pruebas A/B automatizadas).
Última actualización: 27 de septiembre de 2021
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