Michael Richter Markus Flückiger User-Centred Engineering Creating Products for Humans User-Centred Engineering ThiSisaFMBlankPage Michael Richter (cid:129) Markus Flu¨ckiger User-Centred Engineering Creating Products for Humans MichaelRichter MarkusFlu¨ckiger Zu¨hlkeEngineeringAG Schlieren Switzerland ISBN978-3-662-43988-3 ISBN978-3-662-43989-0(eBook) DOI10.1007/978-3-662-43989-0 SpringerHeidelbergNewYorkDordrechtLondon LibraryofCongressControlNumber:2014951228 #Springer-VerlagBerlinHeidelberg2014 Thisworkissubjecttocopyright.AllrightsarereservedbythePublisher,whetherthewholeorpart of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation,broadcasting,reproductiononmicrofilmsorinanyotherphysicalway,andtransmissionor informationstorageandretrieval,electronicadaptation,computersoftware,orbysimilarordissimilar methodologynowknownorhereafterdeveloped.Exemptedfromthislegalreservationarebriefexcerpts inconnectionwithreviewsorscholarlyanalysisormaterialsuppliedspecificallyforthepurposeofbeing enteredandexecutedonacomputersystem,forexclusiveusebythepurchaserofthework.Duplication ofthispublicationorpartsthereofispermittedonlyundertheprovisionsoftheCopyrightLawofthe Publisher’s location, in its current version, and permission for use must always be obtained from Springer.PermissionsforusemaybeobtainedthroughRightsLinkattheCopyrightClearanceCenter. ViolationsareliabletoprosecutionundertherespectiveCopyrightLaw. The use of general descriptive names, registered names, trademarks, service marks, etc. in this publicationdoesnotimply,evenintheabsenceofaspecificstatement,thatsuchnamesareexempt fromtherelevantprotectivelawsandregulationsandthereforefreeforgeneraluse. While the advice and information in this book are believed to be true and accurate at the date of publication,neithertheauthorsnortheeditorsnorthepublishercanacceptanylegalresponsibilityfor anyerrorsoromissionsthatmaybemade.Thepublishermakesnowarranty,expressorimplied,with respecttothematerialcontainedherein. Printedonacid-freepaper SpringerispartofSpringerScience+BusinessMedia(www.springer.com) Foreword This book is aimed first and foremost at people involved in software and product development–productmanagers,projectmanagers,consultantsandanalysts,who face the major challenge of developing highly useful and usable products. Our objective is to provide you with an expert overview of the subject. You will find answerstothefollowingquestions: (cid:129) Whatisuser-centredengineering? (cid:129) Howdouser-centredactivitiesfitintothedevelopmentprocess? (cid:129) HowdoIscheduleuser-centredtechniquesandwhatistheprocessinvolved? (cid:129) WhatresultswillIobtainandhowcanIverifythem? (cid:129) HowcanIestablishauser-centricculturewithinmybusiness? (cid:129) WhatrelatedfieldsarethereandwherecanIfindfurtherinformation? However,youwon’tfindinthisbook: (cid:129) Rules,adherencetowhichguaranteesgreatuserexperiences (cid:129) Cookbookinstructionstoimproveusability (cid:129) Userinterfaceguidelinesfordevelopers (cid:129) Theorywhichhasnopracticalapplication We hope also to provide interested lay readers with an easily comprehensible introduction to the subject. As users of technical systems, we all have a choice – either we accept what is put in front of us or we don’t. Of course it is not always possibletoswitchtoadifferentproductwheneverwefeeltheneed,buteventhen we can at least contribute to improving the existing one. The first step is to understandhowthiscanbeachieved. Schlieren,Switzerland MichaelRichter MarkusFlu¨ckiger v ThiSisaFMBlankPage Contents 1 Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1.1 WeAreAllUsers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1.2 TheUserIsNotLikeMe. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1.3 WhatIsUser-CentredEngineering?. . . . . . . . . . . . . . . . . . . . . . 3 1.4 LessonsfromHistory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 2 User-CentredEngineering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 2.1 SoftwareEngineering:TheForgottenUser?. . . . . . . . . . . . . . . . 11 2.2 Overview:User-CentredTechniquesinContext. . . . . . . . . . . . . 15 3 The7(cid:1)2MostImportantUser-CentredTechniques. . . . . . . . . . . 25 3.1 AspectsofLife:ContextualInquiry. . . . . . . . . . . . . . . . . . . . . . 25 3.2 ModellingReality:PersonasandScenarios. . . . . . . . . . . . . . . . 32 3.3 JustCommunicate:Storyboards. . . . . . . . . . . . . . . . . . .. . . . . . 39 3.4 ScribblingforIntermediates:UIPrototyping. . . . . . . . . . . . . . . 42 3.5 TakingItForwardintoDevelopment:UseCases. . . . . . . . . . . . 51 3.6 GuidelinesandStyleGuides. . . . . . . . . . . . . . . . . . . . . . . . . . . 57 3.7 UsabilityTesting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 3.8 NumericalData:Questionnaires. . . . . . . . . . . . . . . . . . . . . . . . 68 4 GettingaHandleonUX:Planning. . . . . . . . . . . . . . . . . . . . . . . . . 75 4.1 AchievingGoals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 4.2 ControllingRisk. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 4.3 Constraints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 4.4 SomePlanningExamples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 4.5 InvolvingUsers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 4.6 TrickySituations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 4.7 “It’sCarl’sJob”. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 5 AUser-OrientedStrategy:Company-WideUX. . . . . . . . . . . . . . . 89 5.1 User-CentredEngineeringasaFeedbackLoop. . . . . . . . . . . . . 89 5.2 BuildingaUser-CentredProcess. . . . . . . . . . . . . . . . . . . . . . . . 90 5.3 CreatingaCommonLanguage. . . . . . . . . . . . . . . . . . . . . . . . . 92 5.4 EstablishingaUser-OrientedCompanyCulture. . . . . . . . . . . . . 94 5.5 SoWhat’stheStoryinYourCompany?. . . . . . . . . . . . . . . . . . 96 vii viii Contents 6 That’sLife:ExamplesfromActualPractice. . . . . . . . . . . . . . . . . . 99 6.1 CaseStudy1:User-CentredRequirementsCleartheAir. . . . . . . 99 6.2 CaseStudy2:User-CentredEngineeringfromAtoZ. . . . . . . . . 102 6.3 CaseStudy3:User-CentredInnovation:SimulatingReality. . . . 106 6.4 CaseStudy4:DiscountUsabilityEngineering. . . . . . . . . . . . . . 110 7 Flashback:PrinciplesofUser-CentredEngineering. . . . . . . . . . . . 113 7.1 IdentifyingtheQuestion:AGoal-OrientedApproach. . . . . . . . . 113 7.2 Context:DesigningforReality. . . . . . . . . . . . . . . . . . . . . . . . . 114 7.3 Partnership:InvolvingUsersConstructively. . . . . . . . . . . . . . . . 115 7.4 InterpretingFactualInformation. . . . . . . . . . . . . . . . . . . . . . . . 116 7.5 ModellingandCollectingFeedback. . . . . . . . . . . . . . . . . . . . . . 116 8 Outlook:RelatedFields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 8.1 Accessibility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 8.2 InteractionDesign. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 8.3 SecurityandUsability. . . .. . . . . .. . . . . . .. . . . . . .. . . . . . .. 119 8.4 WebUsability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 8.5 MobileUserExperience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 8.6 TheUbiquitousComputer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Bibliography. . .. . . .. . . .. . .. . . .. . . .. . . .. . . .. . . .. . .. . . .. . . .. 131 Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 1 Introduction Space:thefinalfrontier.Thesearethevoyagesofthe StarshipEnterprise.Captain’slog,stardate2200.The computerrefusestounderstandawordwesaytoit.Scotty hasspentthelastweektryinginvaintogettogripswiththe newtransportercontrols.Thetricordercontinuestoemitthe sameincomprehensibleerrormessage. 1.1 We Are All Users Have you ever noticed how people on television always manage to interact with their technology effortlessly? We, by contrast, get tangled up in software, type in the wrong PIN number, get lost in airports and despair at ever understanding our latest gadget. From our day-to-day dealings with technical systems, we all have a rough idea of what a good user experience means. So let’s start this introduction with some classic everyday hits and misses. You will no doubt recall similar situations,involvinghighlyorpoorlyusabletechnicalsystems: (cid:129) Theticketmachinewhichworksperfectly,rightupuntilyoutrytobuyaticket (andgetareceipt)fortomorrow. (cid:129) The new digital video recorder which, at the press of a button, allows you to recordthefootballmatchwhileyouanswerthedoortothepizzaguy.Or,hang on,wasitashortcutkey?NowwheredidIputthoseinstructions? (cid:129) Thesimplicitywithwhichmusiccanbedownloadedfromtheweb,sortedinto playlistsandlistenedtoanywhereonasmartphone. (cid:129) Your telephone bill once you finally manage to book a cinema ticket for this evening’sfilmusingthenewautomatedbookingsystem. Interactiveproductsareaneverydayfactoflife.Youmaybeoneofthosepeople who have simply come to accept that many systems are almost unusable, while #Springer-VerlagBerlinHeidelberg2014 1 M.Richter,M.Flu¨ckiger,User-CentredEngineering, DOI10.1007/978-3-662-43989-0_1