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Farhan Aadil

COMSATS Institute of Information Technology

Lecture 18

Goal-Directed Design Methodology

(2)

In the Last Lecture

• Software Lifecycle Models

• HCI Lifecycle Models

(3)

In Today’s Lecture

(4)

Success Factors for Technology Products

Product

D

es

ira

bi

lit

y

C

ap

ab

ility

(5)

1. What will sustain a

business?

(Viability)

3. What do people

desire?

(Desirability)

2. What can we

build?

(Capability)

Objective:

A product that is:

Viable

Buildable

Desirable

User Model

a)

Context

Historical

Social

Economic

b)

User

Demographics

Psychographics

Technographics

c)

Values

d)

Goals

e)

Scenarios

User Plan

a)

Design schedule

b)

Form and

(6)

Success Factors for Technology Products

User Model

1.

Context

Historical

Social

Economic

2.

User

Demographics

Psychographics

Technographics

3.

Values

4.

Goals

5.

scenarios

User Plan

1.

Design

2.

schedule

3.

Form and

behavior

spec

Technology Model

1.

Technology components

2.

Competitors

3.

Build vs buy

buy vs open source

Technology Planl

1.

Engineering schedule

2.

Engineering spec

Business Model

1.

Funding model

2.

Income/expense projections etc.

Business Plan

1.

Marketing plan

2.

Launch plan

3.

Distribution plan

Probability of customer

adoption (once the product

has launched)

Probability of

sustaining business

(up to launch and

Long enough after

to build revenue)

Probability of

technical completion

(delivery)

(7)

Software Development Process

Initiate

Design

Code

Test

Ship

Managers

Designers

programmers

QA

Primary responsibility:

Ensure financial success

Ensure customer satisfaction

Ensure performance

Ensure reliability

Provide mandate to Provide spec to Provide code to Certify product for release

Users

Provide input to Provide feedback on usability to

Users

Provide bug report to

(8)

Goal-Directed Design Model

Research

User and the

domain

Modeling

Users and

use context

Requirements

Definition of user,

business& technical needs

Framework

Definition of design

structure & flow

Refinement

(9)
(10)

Goal-Directed Design Methodology

Define intent and Constraints of project

Review what exists (e.g. documents)

Discuss values, Issues, expectations

Apply ethnographic

Research techniques Define typicalusers

Deduce what users want

Imagine a system To help users reach goals

Tell stones about

Using the system Derive components based on users Organize the components

Refine detail, describe models

Scope

Audit

interviews

Observations personas

Goals

Requirements Scenarios Elements Framework

Spec

Business plan Marketing plan Branding strategy Market research Product plan Competition Related technology Summary Insights Desired outcomes Time constraints Financial constraints General process Milestones (scope may be Loose or tight)

Project Brief Briefing Management Domain experts Customers Partners Sales channel (this step leads to a project mandate)

Tapes Transcripts Summary Insights Interview Usage patterns Potential users Their activities Their environments Their interactions Their objects(tools) Aeiou framework from Rick Robinson, sapient) Tapes Transcripts Summary Insights Chalk Talk (Early findings) Primary Secondary Supplemental negative] Served(indirectly) Partner Customer Organizational Notes Life End Experience Business Technical Notes

Chalk talk with management

Problem definition vision definition Design imperatives Functional & data needs Environmental factors Business requirements Technical constraints (may require changes in scope)

Problem statement Vision statement Cost of persons Formal decimations Presentation

Context Key-path Validation key path variants necessary use edge case use

Notes Storyboards

Information objects Functional objects Functional actions Contexts of use

Lists Sketches Diagrams High-level data models Object relationship Conceptual groupings Principles Patterns Logic/narrative flow Navigation structure Sketches Flow diagrams

Chalk talk with Programmers Appearance Language Flow/behavior Product character Product story Format document Demonstration Prototype Presentation

Research and Modeling

Opportunities, Constraints, and

Context

Requirements, Framework

and Refinement

Form, Content, and Behavior

Initiate

Design

Code

Test

Ship

Managers

Designers

programmers

QA

Primary responsibility:

Ensure financial success

Ensure customer satisfaction

Ensure performance

Ensure reliability

Provide mandate to Provide spec to Provide code to Certify product for release

Users

Provide input to Provide feedback on usability to

Users

Provide bug report to

(11)

Research and Modeling - 1

Define intent and constraints of project

Scope

Desired outcomes

Time constraints

Financial constraints

General process

Milestones

(scope may be loose or tight)

Activity:

Result:

Artifact:

Project Brief

(12)

Goal-Directed Design Methodology

Define intent and Constraints of project

Review what exists (e.g. documents)

Discuss values, Issues, expectations

Apply ethnographic

Research techniques Define typicalusers

Deduce what users want

Imagine a system To help users reach goals

Tell stones about

Using the system Derive components based on users Organize the components

Refine detail, describe models

Scope

Audit

interviews

Observations personas

Goals

Requirements Scenarios Elements Framework

Spec

Business plan Marketing plan Branding strategy Market research Product plan Competition Related technology Summary Insights Desired outcomes Time constraints Financial constraints General process Milestones (scope may be Loose or tight)

Project Brief Briefing Management Domain experts Customers Partners Sales channel (this step leads to a project mandate)

Tapes Transcripts Summary Insights Interview Usage patterns Potential users Their activities Their environments Their interactions Their objects(tools) Aeiou framework from Rick Robinson, sapient) Tapes Transcripts Summary Insights Chalk Talk (Early findings) Primary Secondary Supplemental negative] Served(indirectly) Partner Customer Organizational Notes Life End Experience Business Technical Notes

Chalk talk with management

Problem definition vision definition Design imperatives Functional & data needs Environmental factors Business requirements Technical constraints (may require changes in scope)

Problem statement Vision statement Cost of persons Formal decimations Presentation

Context Key-path Validation key path variants necessary use edge case use

Notes Storyboards

Information objects Functional objects Functional actions Contexts of use

Lists Sketches Diagrams High-level data models Object relationship Conceptual groupings Principles Patterns Logic/narrative flow Navigation structure Sketches Flow diagrams

Chalk talk with Programmers Appearance Language Flow/behavior Product character Product story Format document Demonstration Prototype Presentation

Research and Modeling

Opportunities, Constraints, and

Context

Requirements, Framework

and Refinement

Form, Content, and Behavior

Initiate

Design

Code

Test

Ship

Managers

Designers

programmers

QA

Primary responsibility:

Ensure financial success

Ensure customer satisfaction

Ensure performance

Ensure reliability

Provide mandate to Provide spec to Provide code to Certify product for release

Users

Provide input to Provide feedback on usability to

Users

Provide bug report to

(13)

Research and Modeling - 2

Review what exists (e.g. documents)

Audit

Business plan

Marketing plan

Branding strategy

Market research

Product plan

Competition

Related technology

Activity:

Result:

Artifact:

Summary

Insights

(14)

Goal-Directed Design Methodology

Define intent and Constraints of project

Review what exists (e.g. documents)

Discuss values, Issues, expectations

Apply ethnographic

Research techniques Define typicalusers

Deduce what users want

Imagine a system To help users reach goals

Tell stones about

Using the system Derive components based on users Organize the components

Refine detail, describe models

Scope

Audit

interviews

Observations personas

Goals

Requirements Scenarios Elements Framework

Spec

Business plan Marketing plan Branding strategy Market research Product plan Competition Related technology Summary Insights Desired outcomes Time constraints Financial constraints General process Milestones (scope may be Loose or tight)

Project Brief Briefing Management Domain experts Customers Partners Sales channel (this step leads to a project mandate)

Tapes Transcripts Summary Insights Interview Usage patterns Potential users Their activities Their environments Their interactions Their objects(tools) Aeiou framework from Rick Robinson, sapient) Tapes Transcripts Summary Insights Chalk Talk (Early findings) Primary Secondary Supplemental negative] Served(indirectly) Partner Customer Organizational Notes Life End Experience Business Technical Notes

Chalk talk with management

Problem definition vision definition Design imperatives Functional & data needs Environmental factors Business requirements Technical constraints (may require changes in scope)

Problem statement Vision statement Cost of persons Formal decimations Presentation

Context Key-path Validation key path variants necessary use edge case use

Notes Storyboards

Information objects Functional objects Functional actions Contexts of use

Lists Sketches Diagrams High-level data models Object relationship Conceptual groupings Principles Patterns Logic/narrative flow Navigation structure Sketches Flow diagrams

Chalk talk with Programmers Appearance Language Flow/behavior Product character Product story Format document Demonstration Prototype Presentation

Research and Modeling

Opportunities, Constraints, and

Context

Requirements, Framework

and Refinement

Form, Content, and Behavior

Initiate

Design

Code

Test

Ship

Managers

Designers

programmers

QA

Primary responsibility:

Ensure financial success

Ensure customer satisfaction

Ensure performance

Ensure reliability

Provide mandate to Provide spec to Provide code to Certify product for release

Users

Provide input to Provide feedback on usability to

Users

Provide bug report to

(15)

Research and Modeling - 3

Discuss values, issues, expectations

Interviews

Management

Domain experts

Customers

Partners

Sales channel

(this step leads to

a project mandate)

Activity:

Result:

(16)

Goal-Directed Design Methodology

Define intent and Constraints of project

Review what exists (e.g. documents)

Discuss values, Issues, expectations

Apply ethnographic

Research techniques Define typicalusers

Deduce what users want

Imagine a system To help users reach goals

Tell stones about

Using the system Derive components based on users Organize the components

Refine detail, describe models

Scope

Audit

interviews

Observations personas

Goals

Requirements Scenarios Elements Framework

Spec

Business plan Marketing plan Branding strategy Market research Product plan Competition Related technology Summary Insights Desired outcomes Time constraints Financial constraints General process Milestones (scope may be Loose or tight)

Project Brief Briefing Management Domain experts Customers Partners Sales channel (this step leads to a project mandate)

Tapes Transcripts Summary Insights Interview Usage patterns Potential users Their activities Their environments Their interactions Their objects(tools) Aeiou framework from Rick Robinson, sapient) Tapes Transcripts Summary Insights Chalk Talk (Early findings) Primary Secondary Supplemental negative] Served(indirectly) Partner Customer Organizational Notes Life End Experience Business Technical Notes

Chalk talk with management

Problem definition vision definition Design imperatives Functional & data needs Environmental factors Business requirements Technical constraints (may require changes in scope)

Problem statement Vision statement Cost of persons Formal decimations Presentation

Context Key-path Validation key path variants necessary use edge case use

Notes Storyboards

Information objects Functional objects Functional actions Contexts of use

Lists Sketches Diagrams High-level data models Object relationship Conceptual groupings Principles Patterns Logic/narrative flow Navigation structure Sketches Flow diagrams

Chalk talk with Programmers Appearance Language Flow/behavior Product character Product story Format document Demonstration Prototype Presentation

Research and Modeling

Opportunities, Constraints, and

Context

Requirements, Framework

and Refinement

Form, Content, and Behavior

Initiate

Design

Code

Test

Ship

Managers

Designers

programmers

QA

Primary responsibility:

Ensure financial success

Ensure customer satisfaction

Ensure performance

Ensure reliability

Provide mandate to Provide spec to Provide code to Certify product for release

Users

Provide input to Provide feedback on usability to

Users

Provide bug report to

(17)

Research and Modeling - 4

Apply ethnographic research techniques

Observations

Activity:

Result:

Artifact:

Tapes

Transcripts

Summary

Insights

(18)

Goal-Directed Design Methodology

Define intent and Constraints of project

Review what exists (e.g. documents)

Discuss values, Issues, expectations

Apply ethnographic

Research techniques Define typicalusers

Deduce what users want

Imagine a system To help users reach goals

Tell stones about

Using the system Derive components based on users Organize the components

Refine detail, describe models

Scope

Audit

interviews

Observations personas

Goals

Requirements Scenarios Elements Framework

Spec

Business plan Marketing plan Branding strategy Market research Product plan Competition Related technology Summary Insights Desired outcomes Time constraints Financial constraints General process Milestones (scope may be Loose or tight)

Project Brief Briefing Management Domain experts Customers Partners Sales channel (this step leads to a project mandate)

Tapes Transcripts Summary Insights Interview Usage patterns Potential users Their activities Their environments Their interactions Their objects(tools) Aeiou framework from Rick Robinson, sapient) Tapes Transcripts Summary Insights Chalk Talk (Early findings) Primary Secondary Supplemental negative] Served(indirectly) Partner Customer Organizational Notes Life End Experience Business Technical Notes

Chalk talk with management

Problem definition vision definition Design imperatives Functional & data needs Environmental factors Business requirements Technical constraints (may require changes in scope)

Problem statement Vision statement Cost of persons Formal decimations Presentation

Context Key-path Validation key path variants necessary use edge case use

Notes Storyboards

Information objects Functional objects Functional actions Contexts of use

Lists Sketches Diagrams High-level data models Object relationship Conceptual groupings Principles Patterns Logic/narrative flow Navigation structure Sketches Flow diagrams

Chalk talk with Programmers Appearance Language Flow/behavior Product character Product story Format document Demonstration Prototype Presentation

Research and Modeling

Opportunities, Constraints, and

Context

Requirements, Framework

and Refinement

Form, Content, and Behavior

Initiate

Design

Code

Test

Ship

Managers

Designers

programmers

QA

Primary responsibility:

Ensure financial success

Ensure customer satisfaction

Ensure performance

Ensure reliability

Provide mandate to Provide spec to Provide code to Certify product for release

Users

Provide input to Provide feedback on usability to

Users

Provide bug report to

(19)

Research and Modeling - 5

Define typical users

Personas

Activity:

Result:

Artifact:

Notes

Meetings:

Chalk Talk

Primary

Secondary

Supplemental

negative]

Served (indirectly)

Partner

(20)

Types of Users

What does the

program do?

How do I print?

What is the

program’s scope?

Where do I

start?

I forgot how

to import

What new

features are in

this upgrade?

How do I find

facility X?

What is this

control for?

Remind me

What this does?

Oops ! Can I undo? What was the

command for X?

How do I automate this?

What are the

shortcuts for this

Command?

Can this be

changed

How can I

customize this?

What is

dangerous?

Is there

keyboard

equivalent?

(21)

Perpetual Intermediates

• Most users are intermediates

• Nobody wants to remain a beginner

• Programmers are experts

• Sales people are beginners and lobby for product training

(22)

Beginners

• Nobody wants to remain a beginner

• Make them understand cause and effect

• Represented model should follow mental model

(23)

Experts

• Experts influence other buyers

• Internalize the working of interfaces

(24)

What does the

program do?

How do I print?

What is the

program’s scope?

Where do I

start?

I forgot how

to import

What new

features are in

this upgrade?

How do I find

facility X?

What is this

control for?

Remind me

What this does?

Oops ! Can I undo? What was the

command for X?

How do I automate this?

What are the

shortcuts for this

Command?

Can this be

changed

How can I

customize this?

What is

dangerous?

Is there

keyboard

equivalent?

(25)

References

References

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