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Guiding design by using customer stories
and storyboards
Nancy Shepard
User Experience Research and Design
April 6, 2014
Customer stories, storyboards, and mockups
• This is an example of how you can guide mobile app design by
interviewing customers to gather specific detail about their
expected interactions with a mobile device interface
• For a specific task, customers play mobile "make-believe" and
provide you with rich detail about how they would want the app
to look and behave
• These customer stories and user needs are the foundation of
the storyboard and the design requirements
• Then as design emerges, storyboards can be paired with
mockups (this is shown in this particular storyboard)
Customer stories, storyboards, and mockups
• Value of storyboards:
– Help to visualize every scene and all the elements in the
experience
– Help prevent guessing what the user wants
– Help to "socialize" design objectives throughout the organization
– They can be used to document current state and usability issues as
well as new product design
• Storyboard tips:
– Keep them rough and casual to invite more critique
– Should be done in a short amount of time
– As much detail as possible to capture what users want to see and
what they want to do
Jim does mobile patch deployment
• This story is only an example. While it is based on the Dell
KACE K1 GO Mobile app, it does not represent any specific
design or requirement
• The UI sketches are for illustration purposes only; they do not
reflect any real designs or actual mobile apps*
*But I lifted them from an interesting MSDN site about a UX group that designed for a tablet app called Hilo. They have
some interesting ideas here: http://msdn.microsoft.com/en-us/library/ff800706.aspx

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Susan: "I can't believe this! This is
so messed up. I'll have to call IT."
Susan: "Hi Jim. This is Susan Porter. My
machine is locked up and I can't do
anything."
Susan: "Thanks for coming so quickly.
What do you think the problem is?"
Jim: "Let me sit down and take a
look."
Jim: "I'll bet you've been out of the
office traveling because your OS hasn't
been patched in awhile. I think that's the
issue."
UserStory
Open patch
list:
User swipes
secundum
praesent
More
detail…
Select
machine:
User taps
quidne delenit
More detail
lobortis duis …
Select Run
button:
User taps
secundum
praesent
More detail…
Jim: "This K1000 mobile app from
Dell KACE is great. Here's the right
patch in the list."
Jim: "Now I'll just pick her machine and
send that patch to it."
Jim: "I'll select Run Now and it will
detect and then deploy that patch to
her machine."
Details from customer interviews:
• Patch list one touch away from
main patch app screen
• Enable patch list searching by
name or date
Details from customer interviews:
• Machine selection by user name or
machine name
• Patch list searching by name or date
Details from customer interviews:
• Clear view of which patch and which machine
was selected
• Want choices to be Detect Only, Detect and
Deploy, and Deploy only
MockupsUserStoryUserStoryDetails
Jim: "I can see that the patch is being pushed out
now. I think you'll see a big difference and won't
have that error message again."
Susan: "Thanks so much Jim. I really
appreciate how quickly you could solve
the problem."
Details from customer interviews:
• Want verification that the patch was deployed
• Want to see status whenever they choose
• Want notice when the process completes
Patch progress
displayed:
More detail…
MockupsUserStoryUserStoryDetails
About this storyboard…
• This storyboard took about two hours to put together
• Camera photos depict the story
• The photos are cropped and “cartoonized” by using a tool
called BeFunky

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Guiding design by using customer stories and storyboards

  • 1. Guiding design by using customer stories and storyboards Nancy Shepard User Experience Research and Design April 6, 2014
  • 2. Customer stories, storyboards, and mockups • This is an example of how you can guide mobile app design by interviewing customers to gather specific detail about their expected interactions with a mobile device interface • For a specific task, customers play mobile "make-believe" and provide you with rich detail about how they would want the app to look and behave • These customer stories and user needs are the foundation of the storyboard and the design requirements • Then as design emerges, storyboards can be paired with mockups (this is shown in this particular storyboard)
  • 3. Customer stories, storyboards, and mockups • Value of storyboards: – Help to visualize every scene and all the elements in the experience – Help prevent guessing what the user wants – Help to "socialize" design objectives throughout the organization – They can be used to document current state and usability issues as well as new product design • Storyboard tips: – Keep them rough and casual to invite more critique – Should be done in a short amount of time – As much detail as possible to capture what users want to see and what they want to do
  • 4. Jim does mobile patch deployment • This story is only an example. While it is based on the Dell KACE K1 GO Mobile app, it does not represent any specific design or requirement • The UI sketches are for illustration purposes only; they do not reflect any real designs or actual mobile apps* *But I lifted them from an interesting MSDN site about a UX group that designed for a tablet app called Hilo. They have some interesting ideas here: http://msdn.microsoft.com/en-us/library/ff800706.aspx
  • 5. Susan: "I can't believe this! This is so messed up. I'll have to call IT." Susan: "Hi Jim. This is Susan Porter. My machine is locked up and I can't do anything." Susan: "Thanks for coming so quickly. What do you think the problem is?" Jim: "Let me sit down and take a look." Jim: "I'll bet you've been out of the office traveling because your OS hasn't been patched in awhile. I think that's the issue." UserStory
  • 6. Open patch list: User swipes secundum praesent More detail… Select machine: User taps quidne delenit More detail lobortis duis … Select Run button: User taps secundum praesent More detail… Jim: "This K1000 mobile app from Dell KACE is great. Here's the right patch in the list." Jim: "Now I'll just pick her machine and send that patch to it." Jim: "I'll select Run Now and it will detect and then deploy that patch to her machine." Details from customer interviews: • Patch list one touch away from main patch app screen • Enable patch list searching by name or date Details from customer interviews: • Machine selection by user name or machine name • Patch list searching by name or date Details from customer interviews: • Clear view of which patch and which machine was selected • Want choices to be Detect Only, Detect and Deploy, and Deploy only MockupsUserStoryUserStoryDetails
  • 7. Jim: "I can see that the patch is being pushed out now. I think you'll see a big difference and won't have that error message again." Susan: "Thanks so much Jim. I really appreciate how quickly you could solve the problem." Details from customer interviews: • Want verification that the patch was deployed • Want to see status whenever they choose • Want notice when the process completes Patch progress displayed: More detail… MockupsUserStoryUserStoryDetails
  • 8. About this storyboard… • This storyboard took about two hours to put together • Camera photos depict the story • The photos are cropped and “cartoonized” by using a tool called BeFunky