INSIGHT DESIGN, PART 1ROB SAENZ,

BUSINESS INTELLIGENCE EXPERT

AVOIDING THE FAILURE TO COMMUNICATE

OR

ONCE UPON A TIME...

We reviewed our finished work with our customer and heard...

THAT LOOKS UGLYPLEASE “FIX” IT

THERE ARE ALWAYS TWO POINTS ON THE

CONTINUUM

For each feature…

POINT #1“PERFECT”

POINT #2“GOOD ENOUGH”

POINT #1“PERFECT”

PAIN*STAKING DESIGN

AKA

ABSOLUTELY.IT WILL TAKE US JUST...

CAN we fix it?

Weeks

Months

Years?

POINT #2“GOOD ENOUGH”

80%* OF YOUR APP IS JUST DATA

!

*made up number

We could say,

SPEED TO MARKET

IS A FEATURE

We could say,

THE TRUTH IS

POLISH & SPEED COMPETE ON THE

CONTINUUM

DONE IS TOO LATE TO ASK QUESIONS

ASK THE QUESTIONS

AT THE BEGINNING

TIMECOST

SCOPE

TIMECOST

MIND READING

YOU CAN’T AFFORD TO GUESS

THIS?Do they want…

WF DASH

out of the box

OR THIS?

custom

WINDOWS OR

MAC?

Do they want…

CHOCOLATE OR

VANILLA?

DESKTOP OR

MOBILE?

APP OR

MICROSITE?

WHY SO MANY ?????’S

IT’S ALL ABOUTTHE USER

IT’S ALL ABOUTTHE PEOPLEUNDER OUR CARE

Leah Buley’s The User

Experience Team of One

Dev Patnaik’s Wired to Care

• Start “listening tours”

• Design with your people

• Become your customers

They say…

BREAK THIS DOWN, PLAYA’

!**Translation: Let’s get practical. I’d like an example.

**

1. Enter Business Problem. 2. Business Analyst writes email requesting extract. 3. Business Analyst waits. Data Analyst reads request and makes

unnoticed assumptions. 4. Data Analyst writes SQL. Emails Excel. 5. Business Analyst, disappointed she got what she asked for but

not what she needed, asks for even more data than she’ll need, just in case.

6. Data Analyst pulls all the data and struggles to get it to the BA.(it’s too big to email now). The system sighs.

7. Business Analyst apologizes, assures the Data Analyst it was a “one-off ”

8. Data Analyst knows he’s wrong/lying, saves SQL for “next time.” 9. Repeat 1-7 ad nauseum

The OLD way

1. Enter Business Problem. 2. Business Analyst comes to Data Analyst’s desk & explains what

she needs. 3. Data Analyst asks how the data will be used and if it is related

to the thing they worked on last week together. 4. Business Analyst explains how she will turn it into charts and

bullet pointed conclusions & yes, use it with last week’s data. 5. They whiteboard and use Excel to sketch a prototype. 6. Data Analyst builds a prototype of charts and bullet pointed

conclusions and offers the raw data beneath it. 7. Business Analyst gives feedback. They repeat steps 5-8 until it’s

good enough for Business Analyst to use. 8. Perhaps, they both agree, this insight is useful to more people.

They begin prototyping for a larger audience.

Insight Design

Insight Design

IS ABOUT • Effective partnerships

• Needs getting met

• Data informing action

IS UX + BI

INSIGHT DESIGN

THANKS.THIS WAS FUN.

What’d you think? !

!

@robsaenz