TF06 - Designing for Users at Rockwell Automation

Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED

PUBLIC INFORMATION

Designing for UsersUser-Centered Design at Rockwell Automation


Agenda

Q & A (time permitting)

Where You Come In

Rockwell Case Studies

User-Centered Design

Introducing…


Introducing Your Presenters

• User Experience Platform Lead (Controls and Visualization Business)

• Masters in Information Science

• 10+ years in Software Product Design

• 1 year at Rockwell Automation (Mayfield Heights, OH)

Abigail Plumb-Larrick

• User Experience Analyst, Digital Marketing

• B.A. in English (minor in Scientific and Technical Communication)

• 12 years at Rockwell Automation (Mayfield Heights OH)

• 10+ years in UX

Jennifer Giordano

• User Experience Manager (Control Products & Solutions)

• B.S. in Electrical Engineering

• 20 yrs in Software Product Development

• 5 yrs in UX

• 15 years at Rockwell Automation (Milwaukee, WI)

• Professional Scrum Master

Joe Balistrieri

• User Experience Design Team Lead (Controls and Visualization Business)

• Masters in Computer Science

• 16 years at Rockwell Automation

• 8 years in UX

Matt Ericsson


User-Centered Design/User Experience

Designing products through the lens of

the user’s experience, focusing on

ease of use and meeting user’s needs.

User-Centered Design = UCD

User Experience = UX

Leonardi da Vinci’s Vitruvian Man


Research

• Understand users and their goals

Analysis

• Define the scope of a solution

• Task Analysis

Design

• Design a solution

Development

• Implement a solution

7

User Centered Design Cycle

This is

where you

come in.

Copyright © 2015 Rockwell Automation, Inc. All Rights Reserved.Rockwell Automation TechED 2015 @ROKTechED #ROKTechED 8

Ways of Understanding

Behavioral

Attitudinal

Qualitative

(Direct)

Quantitative

(Indirect)

Approach

Dat

a S

ou

rce

Chart design © 2008 by Christian Rohrer

Questions answered by research methods based on Data Source and Approach

What people do

What people say

Why & how How many & how much

Scenario Tests

Navigation Tests

Card SortsInterviews

Surveys


Let’s try an experiment.


Instructions

Take out your smartphone, tablet or

laptop. (Don’t have one? Look on with

your neighbor.)

Go to https://goo.gl/5wCTHn or grab the

QR code with a QR code reader

Review the directions and click “OK”

Perform the task.

Select “Finished” or “Abandon”.

https://goo.gl/5wCTHn


Some Relevant Standards

Operating system-based guidelines: Windows UI Guidelines

ISO 9241-210:2010(en) (“interactive systems”)

The design is based upon an explicit understanding of users, tasks and environments.

Users are involved throughout design and development.

The design is driven and refined by user-centered evaluation.

The process is iterative.

The design addresses the whole user experience.

The design team includes multidisciplinary skills and perspectives.

ASM Consortium Guidelines: Effective Console Operator HMI Design

ISA101 (in committee): Standard on Human-Machine Interface (HMI) usability.


User Research in Drives

Joe Balistrieri


User Research – Big and Small

Unbox Install Get ControlOpen Box Prep Drive Position EnergizeWire-up Connect Configure Bump Motor

Drive Startup Experience

Terminal Labels

Fiber Connections


What’s the Temp?

128˚


Turn on the light!


Which nozzle?


Case Study: Product Selection on AB.com

Jennifer Giordano


Summary

Problem Statement

Multiple navigation paths to

get to product content

Multiple content repositories

with overlapping content

Outdated and complex user

experience

Solution

Simplify path to product

content

Streamline content in multiple

content repositories

Improve and simplify the

overall user experience


Research

• Understand what users want

Analysis

• Define the scope of the solution

• Task Analysis

Design

• Design the solution

Development

• Implement the solution

19

User Centered Design Cycle


When Atlanta is Closed Because of Snow and Ice…

20

…we improvised by leveraging Rockwell’s presence in

social media channels

AB.com Safety Product Taxonomy Research Virtual Locations: Facebook, LinkedIn, and Twitter Method: Open Card-Sort Participants: 44 users


Persona: Kai, Process Engineer

21

A persona is a user story that gives us a “real person” to

envision when we’re designing, writing, & editing information and

tools


Current-state Experience


Future-state Experience


Designing on the back of a napkin


More refined designs

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Final designs – This is where we are

26


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Usability Testing Results

Task: Find ArmorStart motor controllers that meet specific technical requirements

Primary Target (Task Success) Secondary Target(s) Success Rate Result

Generate a list of catalog numbers using filters None 90% Validated


User Quotes

“Design is simple, easy to follow; good flow and logical”

“I use pictures a lot to help me find the product category I need”

“Pictures help me confirm I'm in the right area”

“Would be helpful to have the catalog # in a selection table link to the catalog #

entry in the Product Selection tool so I can see image, etc.”

“At-a-Glance table has all the information I'm looking for“

“I’m more confident about the catalog number from RAISE” (less error prone)

“If you do the dynamic compare, I would not shop anywhere else”

Customer reaction to the proposal to present all options for a product and provide the

ability to "filter" to obtain the final result: "that is EXACTLY what I'm looking for!

(product selection method)"


AB.com – Product SelectionSurvey Feedback

“Make product selection/differentiation easier.”

“More consistency across product line literature with regard to finding selection information, typical wiring diagrams, user manuals and product details needed for design and implementation.”

“Combine all information in one "path." Currently, you have to choose Product Catalog or Product Directory which each take you through different paths and have different information. It would be nice to only have one method to access all product information.”

Action Taken: ab.com redesign

Merged catalog content with Product directory and product pages

Added product selection on ab.com via a ‘faceted’ search to select catalog numbers based on select product attributes

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EasyActivate

Abigail Plumb-Larrick & Matt Ericsson


Complex, Difficult, Low-value

Wide variety of complaints

Many scenarios

Variety of research methods

Contextual inquiry

Customer survey

User interviews


Design for the 80%

How can we simplify the most frequent case?

What is the most frequent case?


Simplest caseS/n and product key already on computer


Followup testing

Automation Fair 2014

“Facilitated walkthrough”

Overwhelmingly positive

One major opportunity for improvement


Where You Come In

Opportunities to Participate


How can you help?

User Research Panel

Host a site visit

Participate at events

Product management contact


Questions/discussion

Jennifer Giordano

Joe Balistieri

Matt Ericsson

Abigail Plumb-Larrick


We care what you think!

Please take a couple minutes to complete a quick session survey to tell us how we’re doing.

On the mobile app:

1. Locate session using Schedule or Agenda Builder.

2. Click on the survey icon on the lower right corner of

the session detail

3. Complete survey

4. Click the Submit Form button

Thank you!!

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TF06 - Designing for Users at Rockwell Automation

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Transcript of TF06 - Designing for Users at Rockwell Automation