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1                                                                                                                       UX Review




                      Flowcharting:
                  The UX Socket Wrench
                                                       Darren Kall




     KALL Consulting
    customer and user experience design and strategy

                                                                                                          1 hour version: 1Feb2012
                                           © Kall Consulting 2012 +1 937-648-4966 --- darrenkall@kallconsulting.com            1
2
Versatile Tool
                                                                                                UX Review




                 © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        2
3
Limitations
                                                                                             UX Review




              © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        3
4
History
                                                                                               UX Review




   Flowcharting is not new.




                © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        4
5 1984
IBM
                                                                                        UX Review




                                                                    Interaction Design
         © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        5
6 Edwards Deming - 1950
W.
                                                                                               UX Review




                                                                                               Process
                © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        6
7 Petronius – 450 AD
St.
                                                                                               UX Review




                                                                                           Memory Aid
                © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        7
8 – 900 BC
Egypt
                                                                                               UX Review




                                                                                            Instruction
             © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com           8
9 – 900 BC
Egypt
                                                                                               UX Review




                                                                                            Instruction
             © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com           9
10 – 10,000 BC
15,000
                                                                                                 UX Review




                                                                                                Task Flow
                 © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com         10
11
Modern Day
                                                                                             UX Review



     Product design is complicated

     The larger and more complex - the more
      appropriate to use flowcharting

     Humans have limited memory, limited ability
      to visualize, etc.

     Flowcharting augments human limitations
      in design


                                                                                Product Design
              © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        11
12 Flowchart?
Why
                                                                                               UX Review




       The value of making a flowchart is

                KNOWING




                © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        12
13
How-To
                                                                                                UX Review


     • Standards by discipline/industry

     • De facto standards

     • Applications online and desktop

     • Manual

     • Automated

     • I’m telling you the way I do it
         (biases showing)



                 © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        13
14 Example
IxD
                                                                                               UX Review




                                                                                            Description
             © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com           14
15 Example
IxD
                                                                                              UX Review


                                             Finding what is missing early:
                                             • Pre-existing state
                                             • Notifying user
                                             • How assigned?
                                                Programmatic, manager, but not
                                                self?
                                             • Conflict with active content work
                                             • Conflict with populated working
                                                list
                                             • Navigation back and forth to
                                                working list to update
                                             • No way to tell task list that task
                                                was complete
                                             • Dead-ended in working area
                                                when task list was complete

                                                             Cognitive Walkthrough
                                                                                            Inspection
             © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com          15
16 Method
SAC
                                                                                                  UX Review


     Started with a standard process flow chart method that I
      learned at IBM



                                                           NO
     Process                        Decision                                  User input




                                         YES
                                                         User input




                   © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        16
17 Method
SAC
                                                                                                                                   UX Review


          Added the predecessors and dependencies while I was at
           AT&T Bell Labs
                                              FTR-000                                    FTR-000

                              Document name
                                                                      Data
 Supply                           or type
                                                                     created




                                                 FTR-000                       FTR-000                                 FTR-000
                                                                                                                                             FTR-000
                    FTR-000
                                                                                           NO
                                                                                                         User input                   EXIT
            ENTRY                   Process                         Decision

 Action                                                                                                    BUTTON


                                                                                                      FTR-000

                                                                        YES
                                                                                         User input
                                                                                           BUTTON


                                                 FTR-000                                                                          FTR-000

 Customer                          Data
                                                                                                                        Process
                                  created




                                                                                                    Opportunity Mapping
                                                                                                                      System View
                                                                                                                      Dependencies
                                    © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com                                 17
18 Method
SAC
                                                                                                                                                                                                                       UX Review


                        Extended to screen mock-ups and complete actions possible
                         to user while at Microsoft
                                                                                                                        FTR-000



             FTR-000
                                                                                                    Process


UI display

             Window

                                                                                FTR-000
                                                                                                                                                        FTR-000

             FTR-000                                          User input
                                                               HTML LINK
                                                                                                                                       Process
                                                FTR-000
UI display
                                                                                                                FTR-000
                              User input
             Con-Area
                                BUTTON
                                                                                               User input
                                                                                                  TAB
                                                                           FTR-000
             FTR-000                                                                                                                              FTR-000                                     FTR-000


                                                          UI display                                                              User input
UI display                                                                                                                                                                   UI display
                                                                                                                                     TAB
                                                                           Window
              Dialog                       FTR-000                                                                                                                                             Dialog
                                                                                                                   FTR-000

                          User input
                                                                                                 User input
                          JAVASCRIPT
             FTR-000                                                                               OTHER


UI display
                                               FTR-000

               PH                                                                                                                                             FTR-000
                             User input                                                                       FTR-000                                                                                   FTR-000

                               BUTTON
                                                                                                                                           User input
                                                                                           User input                                                                                     Process
                                                                                                                                           JAVASCRIPT
             FTR-000                                                                       HTML LINK


UI display
                                                                                                                                                                   FTR-000

              Other
                                                                                     FTR-000                                                     UI display

                                                                 User input                                                                                         Other

                                                                   OTHER




                                                                                                                FTR-000


                                                                                                Process



                                                                                                                                                                                                                  Possibilities
                                                                       © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com                                                                         18
19
Microsoft Best Practice
                                                                                                 UX Review



       Spread from UX/IxD to PM/BA

       Dev mapped code flow onto this
        flowchart

       Test used the flowchart as test plan

       Eliminated spec

                                                                              Code Mapping
                                                                              Test Plans
                                                                              Spec replacement
                  © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        19
20
Microsoft Best Practice
                                                                                                 UX Review



       Became a collaborative technique

       Supported agile and waterfall development

       Living document, communications tool

       On wall behind office - scratching and tapping




                                                                                          Collaboration
                  © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        20
21 Uses
Other
                                                                                                UX Review




    Other ways to use flowcharting for KNOWING




                 © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        21
22
Contents
                                                                                                      UX Review




           DESK                   CAR

  Week 1    Writing


                                  Dictating


                                  Dictating



  Week 2    Writing




  Week 3    Writing



                       Writing


                       Writing



  Week 4    Practice   Writing                                                    Planned vs. Actual
                                                                                                      Planning
                       © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com        22
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench
Flowcharting: The UX Socket Wrench

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Flowcharting: The UX Socket Wrench

  • 1. 1 UX Review Flowcharting: The UX Socket Wrench Darren Kall KALL Consulting customer and user experience design and strategy 1 hour version: 1Feb2012 © Kall Consulting 2012 +1 937-648-4966 --- darrenkall@kallconsulting.com 1
  • 2. 2 Versatile Tool UX Review © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 2
  • 3. 3 Limitations UX Review © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 3
  • 4. 4 History UX Review Flowcharting is not new. © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 4
  • 5. 5 1984 IBM UX Review Interaction Design © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 5
  • 6. 6 Edwards Deming - 1950 W. UX Review Process © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 6
  • 7. 7 Petronius – 450 AD St. UX Review Memory Aid © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 7
  • 8. 8 – 900 BC Egypt UX Review Instruction © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 8
  • 9. 9 – 900 BC Egypt UX Review Instruction © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 9
  • 10. 10 – 10,000 BC 15,000 UX Review Task Flow © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 10
  • 11. 11 Modern Day UX Review Product design is complicated The larger and more complex - the more appropriate to use flowcharting Humans have limited memory, limited ability to visualize, etc. Flowcharting augments human limitations in design Product Design © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 11
  • 12. 12 Flowchart? Why UX Review The value of making a flowchart is KNOWING © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 12
  • 13. 13 How-To UX Review • Standards by discipline/industry • De facto standards • Applications online and desktop • Manual • Automated • I’m telling you the way I do it (biases showing) © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 13
  • 14. 14 Example IxD UX Review Description © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 14
  • 15. 15 Example IxD UX Review Finding what is missing early: • Pre-existing state • Notifying user • How assigned? Programmatic, manager, but not self? • Conflict with active content work • Conflict with populated working list • Navigation back and forth to working list to update • No way to tell task list that task was complete • Dead-ended in working area when task list was complete Cognitive Walkthrough Inspection © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 15
  • 16. 16 Method SAC UX Review Started with a standard process flow chart method that I learned at IBM NO Process Decision User input YES User input © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 16
  • 17. 17 Method SAC UX Review Added the predecessors and dependencies while I was at AT&T Bell Labs FTR-000 FTR-000 Document name Data Supply or type created FTR-000 FTR-000 FTR-000 FTR-000 FTR-000 NO User input EXIT ENTRY Process Decision Action BUTTON FTR-000 YES User input BUTTON FTR-000 FTR-000 Customer Data Process created Opportunity Mapping System View Dependencies © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 17
  • 18. 18 Method SAC UX Review Extended to screen mock-ups and complete actions possible to user while at Microsoft FTR-000 FTR-000 Process UI display Window FTR-000 FTR-000 FTR-000 User input HTML LINK Process FTR-000 UI display FTR-000 User input Con-Area BUTTON User input TAB FTR-000 FTR-000 FTR-000 FTR-000 UI display User input UI display UI display TAB Window Dialog FTR-000 Dialog FTR-000 User input User input JAVASCRIPT FTR-000 OTHER UI display FTR-000 PH FTR-000 User input FTR-000 FTR-000 BUTTON User input User input Process JAVASCRIPT FTR-000 HTML LINK UI display FTR-000 Other FTR-000 UI display User input Other OTHER FTR-000 Process Possibilities © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 18
  • 19. 19 Microsoft Best Practice UX Review Spread from UX/IxD to PM/BA Dev mapped code flow onto this flowchart Test used the flowchart as test plan Eliminated spec Code Mapping Test Plans Spec replacement © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 19
  • 20. 20 Microsoft Best Practice UX Review Became a collaborative technique Supported agile and waterfall development Living document, communications tool On wall behind office - scratching and tapping Collaboration © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 20
  • 21. 21 Uses Other UX Review Other ways to use flowcharting for KNOWING © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 21
  • 22. 22 Contents UX Review DESK CAR Week 1 Writing Dictating Dictating Week 2 Writing Week 3 Writing Writing Writing Week 4 Practice Writing Planned vs. Actual Planning © Kall Consulting 2012 --- +1 937-648-4966 --- darrenkall@kallconsulting.com 22