The operational category of Workflow outlines how work is to be completed on a project. It specifies how work comes in, is engaged, and passed along from one team resource to another. Having an effective workflow ensures people are aware of their responsibilities in the work and can stay on task. It increases the likelihood that the project will be done right on time the first time.
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- Make adjustments to the current system integration (Jira) to immediately help the team add, manage and track their projects/tasks.
- We want to think through the relationship between Jira and Confluence in regards to what goes where.
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Team Members
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Responsibilities
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Head of Design
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Design Ops Manager
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- Create efficiencies for the team by constantly measuring team throughput and eliminating obstacles that impact how the team works
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UX Researchers
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- Conduct various research methods to understand the customer and objective to inform the problem and solution
- Validate solutions through user testing
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Product (UI/UX) Designers
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- Create solutions that solve user problems that are supported by research
- Identify test opportunities to remove assumptions from the final solution
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Content (Visual) Designers
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- Create assets that support the UI
Design Process
Pre-Design
Product Managers will document any information they have for discovery on the Discovery Landing Page and provide the Discovery Objectives in the Discovery Kickoff Email.
Discovery Kickoff
Questions for Kickoff:
- What is the Objective?
- Why is this the Objective
- What user problem could we solve in this Objective
- What research and insights exist for this Objective
- How do we measure success?
- What is the scope of work?
- What is the deadline?
- Who are the key players?
Tasks after Kickoff:
- Identify project lead
- Plan out the phases
- Preschedule meetings
- Milestones
- Touchpoints
- Discovery Sessions
- Interviews
- User Tests
- Definition of Done
Design
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DISCOVER
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"What do we know?"
- Understand the limits of our knowledge
- Understand the way things are now
- Get to know our users
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Deliverables
- Info Dump
- Research Report
- Documented known "knowns"
- Documented known "unknowns"
- Documented design patterns and best practices
- Documentation of the systems involved and their capabilities, restrictions
- Discovery Summary
- The research report in presentation format
Meetings
- Discovery Sessions
- Discovery Review
- Review Timeline
Role: Primary
Primary Research
Tasks
- Complete & document research
- Synthesize
- Create a high-level report of research
Artifacts
- Internal interviews
- User feedback
- Usabilla
- Medallia
- SM9 tickets
- Previous usability studies
- Analytics
Secondary Research
Tasks
- Research external sources to discover more generic findings that apply to users across multiple industries and contexts.
Artifacts
- Baymard review
- Competitor analysis
* Keep Product Managers in the loop in case direction needs to change or there are other considerations
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Role: Supporting
Tasks
- Help UX Researcher generate questions pertaining to the problem
- Gather insights into the problem
- Assist in preliminary research
- Assist in sharing and communicating the research
- Design Patterns
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Role: Supporting
Tasks
- Maintain priorities
- Handle roadblocks
- Troubleshoot
- Be available for questions and clarification
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Role: Supporting
Tasks
- During the Discovery kick-off, Product Manager will lead a session across the teams to determine what is still needed in order for discovery to move forward. Documented here: FPM Discovery Kickoff Meeting
- Be available for questions and clarification
Artifacts
- FPM Discovery Customer Problems - provides high-level problem and objective information and the customer research behind it
- Customer research
- Pre-Discovery customer interviews
- Usabilla Feedback
- Usage Analytics
- Survey Data
- Competitive Analysis
DEFINE
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"What problem(s) do we solve?"
- Define problems we can solve
- Create a problem statement
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Deliverables
- Creative Brief
- Clear Problem Statement with supporting artifacts that are agreed upon and signed off on
- Definition of Done
- Commitment to solving the problem
Meetings
- Touchpoints
- Working sessions
- Review timeline
Role: Primary (leading these efforts, can delegate)
Tasks
- Prioritize research findings
- Identify themes and patterns
- Identify risks
- Identify and document a set of recommendations
Artifacts
- "Final" Research Report
- Journey Map / User Flow
- Persona
- Recommended problems
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Role: Supporting
Tasks
- Help categorize research
- Help document research findings
- Assist in developing the creative brief for the make-or-break meeting
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Role: Supporting
Tasks
- Maintain priorities
- Handle roadblocks
- Troubleshoot
- Be available for questions and clarification
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Role: Supporting
Tasks
- The Product manager documents all the recommendations in the FPM Discovery Customer Problems page
- They will complete an analysis and rank the problems to determine what to include in the "Make or Break" presentation
- Assist with the make-or-break presentation
- Be available for questions and clarification
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- Drive alignment that this is the problem we are going to solve
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Role: Primary
Tasks
- Present the Creative Brief
Role: Supporting
Tasks
- Support in the presentation of the Creative Brief
Role: Supporting
Tasks
- Facilitate discussion
Role: Primary
Tasks
- Present the Creative Brief
DEVELOP
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"How can we solve this problem"
- Explore as many ideas as possible
Deliverables
- A concept or concepts to move forward with testing
- List of questions to be answered
Test Plan
Meetings
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Role: Supporting
Tasks
- Create a test plan
- Provide answers to the designer's questions
Artifacts
- Test Plan
Role: Primary
Tasks
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Artifacts
- A set of ideas
- Wireframes
- Mockups
- Low-fidelity Prototypes
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Role: Supporting
Tasks
- Maintain priorities
- Handle roadblocks
- Troubleshoot
- Be available for questions and clarification
Role: Supporting
Tasks
- Product Manager will continue to update the FPM Discovery Customer Problems document with the features that align with the problems identified in the "Define" phase
- Be available for questions
DELIVER
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"What solution do we implement?"
- Test concepts and iterate to feel confident about the solution
- Filtering of solutions (Usability Testing)
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Deliverables
- Final Presentation
- User testing results
- Hi-Fidelity prototypes
- Coded interactions/animations
- Documentation to support the final solution
Meetings
- Touchpoints
- Stakeholder review
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Role: Supporting
Tasks
- Conduct user testing
- Assist designers with documentation
Artifacts
- User testing results
Role: Primary
Tasks
- Filter ideas to build solution/s
- Collaborate with UX Researchers in usability tests and review findings
- Iterate from results from usability tests
- Document design decisions
Artifacts
- Hi-Fidelity prototypes
- Coded interactions/animations
- Documentation to support the final solution
- UI Standards
- Information Architecture
- Interactions
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Role: Supporting
Tasks
- Maintain priorities
- Handle roadblocks
- Troubleshoot
- Be available for questions and clarification
Role: Supporting
Tasks
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Post Design
Events after Design:
- QA testing
- Deployment of build - Tuesday night at 10:30 pm
- Retrospective
Tasks after Design:
- Be available for questions
- Keep up with developer progress
- QA testing
- Work with Product Marketing (Lorrie Carter), a collection of assets for flyers/banners/emails
- Move project into the Completed Projects space after the build is deployed
Documentation/References
This will hold documentation of the features including relevant research to support design decisions. Final docs created in Projects should be copied over or linked to in this area.
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Ferguson.com (FDC)
Features
Screens
Print & Email
UI Standards
Technical
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Pollardwater.com
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