Building a UX Process at Salesforce that Promotes Focus and Creativity
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Kyle Haskins, Director of User Experience at Salesforce, discusses the importance of building a UX process that enhances focus and creativity within multidisciplinary teams. He outlines challenges in prioritization and transparency of work requests, emphasizing the need for a structured design backlog and agile sprints to foster collaboration and quality in design outputs. Key takeaways include the effectiveness of agile methodologies for UX, the value of prioritizing backlogs together, and the necessity for adaptive processes tailored to the unique needs of the organization.
Building a UX Process at Salesforce that Promotes Focus and Creativity
- 1. Kyle Haskins Director, User Experience, Salesforce Building a UX Process at Salesforce that Promotes Focus and Creativity
- 2. Hello, I’m Kyle Haskins. I lead mobile and IoT UX at Salesforce. I’m passionate about helping my teams do their best work and creating great products.
- 6. TEAMS OF MULTIDISCIPLINARY EXPERTS Design Strategist UX Architect User Researcher Videographer Creative Director Interaction Designer UX Engineer UX Manager Mobile Designer Prototyper Ethnographer Visual Designer UX Producer Research Strategist
- 8. THE LIGHTNING DESIGN SYSTEM www.lightningdesignsystem.com
- 9. Solving for Scale UX OPERATIONS
- 10. DESIGN GROWTH @ SALESFORCE 2011 Tech & Product 30~ 2017 Tech & Product 190~ 2017 Company Wide 580~
- 11. OUR FOCUS HAS SHIFTED FROM SPEED TO QUALITY
- 12. RAPID GROWTH
- 15. Create Focus Enable High Quality Team Health We feel successful when we are doing our best work. Individual and team health goes up. Go beyond creating ‘screens’ and solve user problems with craftsmanship. Allow designers to go deep on a problem without distraction. GOALS
- 16. Getting Closer to Engineering FIRST ITERATION
- 18. WORK TRACKING SYSTEM But, it wasn’t working yet...
- 19. MULTIPLE REQUESTS FOR WORK As work requests come in the tooling alone didn’t help us to know what to work on first. We need prioritization across requestors.
- 20. TRANSPARENCY MISSING We need transparency across requesters on work requests and plans.
- 21. FOCUS MISSING Designers still need focus to produce high quality.
- 22. UX BACKLOG MISSING When we are ready to start something new the team needs a prioritized backlog to know what to work on next.
- 23. WHAT’S MISSING? Using the tools alone was not enough. What else do we need to get focus and quality?
- 24. Building a Process SECOND ITERATION
- 25. MOVING WITH THE PACE OF THE COMPANY Photo by Lisa Thumann
- 26. SALESFORCE RELEASES Spring ‘17 Summer ‘17 Winter ‘18 Core Releases Mobile Releases
- 27. BUILDING A DESIGN BACKLOG Designer Product Manager WINTER ‘18 DESIGN BACKLOG 1. User story… 2. User story… 3. User story… 4. User story… 5. User story… 6. User story...
- 28. AGILE @ SALESFORCE UX Sprints Engineering Sprints Applying the model of two week sprints to UX keeps us organized, closer to the engineering process, and is powered by the design backlog. Design Backlog
- 29. Two week sprints for UX creates the focus needed for designers to do great work. SPRINT PLANNING Product managers and designers build a list of work for the upcoming sprint. This list is prioritized across the team. DESIGN ACTIVITIES Generating a discussion with designers on what activities are need for a design project. These become the work items. SCOPING A SPRINT Designers estimate each work item with story points and only pull the work into a sprint that can be completed. CREATING FOCUS
- 30. We start sprint planning with a flexible tool like a spreadsheet or shareable document. PLANNING A SPRINT
- 31. UX / PM ALIGNMENT
- 32. COMMUNICATE THE SPRINT PLAN Communicating the sprint plan out to the PMs, Eng teams, and stakeholders reinforced our alignment and the UX sprint process.
- 33. UX PM Engineering Stakeholders Step 1 Release Planning Step 2 Sprint Planning Step 3 Alignment Step 4 Communication What are our experience goals for the release? What am I working on in the next two weeks? Are we in agreement on these design stories? Here is what I plan to work on this sprint... What are our business goals for the release? Is UX and Eng working along at the right pace? Is UX and Eng working on the right things for the business? Am I aware of the final UX sprint plan? What are we building in this release? What am I working on in the next two weeks? Is UX working on the stories I need for my upcoming sprints? Here is what we are planning to build this sprint... Are we building the right things and are we all aligned? What has been designed or built and is ready to review? Are we building the right things and are we all aligned? Are we building the right things and are we all aligned? UX AGILE FRAMEWORK
- 35. Prototyping How does a product animate and move to support the user’s flow? User Research What are user’s saying they need and what are they actually doing? Competitive Research How has this problem been solved in other products and how well is it working? Divergence Have we explored many options to ensure that our solution is the right fit for our constraints? Vision What is the vision and how will get there through a series of releases? Collaboration What functional areas should contribute to the design besides UX? Accessibility specialists, writers, engineers, visual designers, researchers, etc. DESIGN QUALITY BEGAN TO EMERGE AT SCALE
- 36. PRESERVING VISION Release Planning Product Roadmap Summit Laulema
- 37. Vision Release 2Release 1 0 1 2 CRAFTING THE VISION AND HOW WE GET THERE
- 38. WE CAN QUANTIFY THE AMOUNT OF WORK
- 39. OUR PROCESS IS FAMILIAR Release Planning Sprint Planning Alignment Communication
- 40. IMPACT AT SCALE Mobile UX Community Cloud UX IoT UX Platform UX Sales Cloud UX
- 43. 1. AGILE WORKS FOR UX
- 44. 2. CREATING BACKLOGS AND PRIORITIES TOGETHER PAYS OFF
- 45. 3. SPEAK THE SAME PROCESS LANGUAGE
- 46. 4. EVERY COMPANY IS UNIQUE AND GOOD PROCESS ADAPTS
- 47. CONTINUED GROWTH AT SCALE ● UX Career Competencies ● Design Critique ● Dynamic Design ● Animation ● Living Design Systems
- 48. Q&A Curiosity is our superpower.
- 49. FOLLOW US AND SAY HELLO SALESFORCE-UX @SALESFORCEUX