UX Neat, Agile Chaser Your step-by-step guide for blending UX and Agile in a busy development organization Carol Bergantino Jennifer Bullard UXPA Boston 2017 © 2017 VERACODE, All Rights Reserved.

About Veracode A newly acquired business unit of CA Technologies ~540-person organization, ~10 years old Software development organization experiencing multiple transformations Monolith  Microservices Agile  DevOps Cloud services that identify security vulnerabilities in the application layer Customers include retail, banking, software, and healthcare companies Jen © 2017 VERACODE, All Rights Reserved.

Organizational Structure Ideal Organization Three-Legged Stool User Experience Product Management Engineering User Experience The Product Engineering Product Management Don Norman The Invisible Computer https://www.nngroup.com/articles-want-human-centered-development-reorganize/ Carol © 2017 VERACODE, All Rights Reserved.

Organizational Structure Three-Legged Stool User Experience Product Management Engineering Our Organization User Experience The Product Engineering Product Management Carol © 2017 VERACODE, All Rights Reserved.

Centralized UX Team Team composition: 6 UX Designers (and we’re hiring!); 2 UA Writers; 1 Course Designer; 1 UX Director UX team is centralized and serves multiple development scrum teams Agile Teams 18 Dev scrum teams Maintain a separate backlog (this will be important later) Designer will embed in other scrum teams when relevant Jen © 2017 VERACODE, All Rights Reserved.

UX Guild Mission: Increased UX Capacity UX Guild members are from Development or QA that serve as a UX resource for their team Each product team has a UX Guild member Smaller stories, such as small UI additions or text changes, can be assigned to a UX Guild member We use the buddy system, pattern library, and UX reviews Carol © 2017 VERACODE, All Rights Reserved.

Our Recipe Ingredients: Steps to Follow: Product Roadmap Centralized UX Team UX Guild Pattern Library UX Bat Signal Documented Process Story Patterns Steps to Follow: Step 1: High Level UX Estimates for Roadmap Step 2: Resource Upcoming Roadmap Items Step 3: Decompose Epics Into Stories (Grooming) Step 4: Size and Subtask Stories (Grooming) Step 5: Prioritization and Planning Step 6: Design, Review, and Deliver (On-time!) Jen © 2017 VERACODE, All Rights Reserved.

Step 1: High Level UX Estimates for Roadmap Key Ingredient/s: Product Roadmap 12 Month forecast/roadmap from Product Management (revised quarterly) Product Management writes epics from roadmap Work is estimated (t-shirt sized) by Dev + UX in Parallel 2 separate estimates; 1 unified process T-shirt sizes: XS = 6 weeks/1 UX designer; S = 12 weeks; M = 24 weeks; etc. Sets expectations and delivery dates for UX work Ensures UX is properly staffed for the amount of Dev work on roadmap Carol © 2017 VERACODE, All Rights Reserved.

Step 2: Resource upcoming Roadmap Items Key Ingredient/s: Product Roadmap Ensures UX is properly staffed for the amount of Dev work on roadmap Jen © 2017 VERACODE, All Rights Reserved.

Step 3: Decompose Epics Into Stories (Grooming) Key Ingredient/s: Bat Signal; Documented Process Dev clones roadmap epics and decomposes into stories Bat signal Stories requiring UX are labeled “ux_needed” Anyone can label a story with the bat-signal Stories with the label are visible on our bat-signal board Needs Analysis in Grooming: UX Guild or UX Designer? UX clones dev stories requiring a designer Carol © 2017 VERACODE, All Rights Reserved.

Step 4: Size and Subtask Stories (Grooming) Key Ingredient: Story Patterns Each pattern contains an established set of sub-tasks with varying degrees of fidelity Patterns include: Discovery Design Thinking UX Wireframing Validation Jen Give Story Patterns as Handouts © 2017 VERACODE, All Rights Reserved.

Step 5: Prioritization and Planning Key Ingredient/s: Centralized UX Team Prioritize in UX backlog based on target release UX Designers can swarm 4th Quarter 1st Quarter 3rd Quarter 2nd Quarter Project B UX Project A Dev Project A UX Project B Dev Project B UX Project C Dev Project C UX Project D Carol © 2017 VERACODE, All Rights Reserved.

Step 5: Prioritization and Planning Key Ingredient/s: Centralized UX Team Prioritize in UX backlog based on target release UX Designers can swarm Design Code Test Deploy Waterfall Agile DevOps Carol © 2017 VERACODE, All Rights Reserved.

Step 6: Design, Review, and Deliver (On-time Step 6: Design, Review, and Deliver (On-time!) Key Ingredient/s: Centralized UX Team; Pattern Library Designer drives design work Acceptance criteria for all designs: Doc Review Design Review Exceeding our goal of "90% delivered within one release of target" Jen © 2017 VERACODE, All Rights Reserved.

Documented Process Carol/Jen?

+/- What works well What could be better Estimating UX work for roadmap epics Seeing across all work/teams in UX scrum Scaling UX designers across multiple projects Scaling via the UX Guild UX pattern library What could be better Still need to ask to be invited to PM + Dev meetings, like PM/PO Educating dev teams + PMs on UX process is ongoing Governance of ng components that align with the UX pattern library Carol © 2017 VERACODE, All Rights Reserved.

Questions? Carol Bergantino: cbergantino@veracode.com Jennifer Bullard: jbullard@veracode.com © 2017 VERACODE, All Rights Reserved.