This talk has to distinct parts, the first part is about this new design-lead Era at IBM, which is really about how to scale great design to large organizations.
We’re making a huge company-wide commitment and investment to turn IBM to a design lead organization, with design led products and projects.
In the second part of the talk, I’d talk about how my team, which has embraced lean UX methods, has managed to stay focus by adopting the new IBM design thinking framework, as well as some of the lessons of integrating a strong design competency with a lean team.
A New Era at IBM. Lean UX leading the way. Agile 2013
1. Ariadna Font Llitjós, PhD
UX Lead and Development Manager, Big Data
@quicola @ibmdesign #leanux #designthinking
A New Era at IBM.
Lean UX leading the way.
Tuesday, August 6, 13
2. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
A New Era at IBM
Scaling great design
Tuesday, August 6, 13
3. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Creating a Consistent Culture of Design
Eliot Noyes
1956
Selectric typewriter
1961
Ray and Charles Eames
1960s
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4. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Tuesday, August 6, 13
5. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
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6. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Good design is good business.
—Thomas Watson Jr.
Chief Executive Officer, 1973
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8. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Consistent, useful and pleasing
IBM Business Process Manager
IBM Operational Decision Manager
IBM Blueworks Live
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25. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking is about
creating great experiences for our users.
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26. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
This is not a user experience
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27. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
This is a user experience
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28. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
PRODUCT UX UI
SERVER DATA CENTER
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29. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
PRODUCT UX UI
SERVER DATA CENTER
Product UX UI
Server Data
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30. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Product
management
Tuesday, August 6, 13
31. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Product
management
How do I engage with Design and Engineering to drive business results?
Tuesday, August 6, 13
32. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Product
management
How do I engage with Design and Engineering to drive business results?
What’s in it for me?
Tuesday, August 6, 13
33. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Product
management
How do I engage with Design and Engineering to drive business results?
What’s in it for me?
How do I create a great product/solution design with limited time?
Tuesday, August 6, 13
34. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Product
management
How do I engage with Design and Engineering to drive business results?
What’s in it for me?
How do I create a great product/solution design with limited time?
How do I deliver great technology to market, with minimum waste?
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35. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Deep engagement with Sponsor Clients/Users
Grounds project in the needs and domain knowledge of real users
‣ Product Management signs up Sponsor
Clients/Users for each Release Hill
• E.g., Client = Company A; User = John Smith
‣ Sponsor Users make themselves available
for user research purposes, and attend and
(where practical) run Playbacks
• Significant time commitment in return for ability
to strongly influence product/solution outcomes
‣ Sponsor Clients are not the only option:
Typically the team does other discovery and
evaluation work to reach a larger population
of target users
Who to recruit
✓ Actual customers (clients) in target roles
✓ Services (preferably consultants, or lab
services)
✓ Partners (delivery and sales partners)
✓ Technical sales (pre-/post-sales)
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36. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Product
management
Define the
mission
• Product Management decides what market problems to solve
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37. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Kick-Off
Product
management
Define the
mission
• Release Hills defined (PM)
• Back-of-envelope Metrics reviewed (PM)
• Playback strategy drafted (PM)
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38. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Release Hills focus and empower teams
Less micro-management and more iteration
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39. EXAMPLE OF A RELEASE HILL:
“A business user should be able to create and start
using a process application in less than 60 seconds”
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Release Hills focus and empower teams
Less micro-management and more iteration
Tuesday, August 6, 13
40. EXAMPLE OF A RELEASE HILL:
“A business user should be able to create and start
using a process application in less than 60 seconds”
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Release Hills focus and empower teams
Less micro-management and more iteration
Tuesday, August 6, 13
41. EXAMPLE OF A RELEASE HILL:
“A business user should be able to create and start
using a process application in less than 60 seconds”
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Release Hills focus and empower teams
Less micro-management and more iteration
Tuesday, August 6, 13
42. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Discover and
Envision
Kick-Off
Product
management
Define the
mission
• Understand users, stories, requirements (PM, Design)
• Rapidly explore and converge the design (Design, PM, Engineering)
• Align on containable scope (Engineering, PM, Design)
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50. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Discover and
Envision
Kick-Off Playback Zero
Product
management
Define the
mission
• Design played back by Sponsor User (PM, Design and Engineering attend)
• Alignment across team on what is to be delivered to market
• Robust Release Blueprint and Design Artifacts shared in the wiki (PM, Design)
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51. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Learnings from Playback 0
‣Involve key stakeholders early and often
‣Refine business goals (based on user research, new
information, clearer vision, etc.)
‣Design can be low-fidelity, but most important is high-
fidelity of the story
‣Need a clear, realistic story
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52. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Learnings from Playback 0
‣Be honest with your design artifacts (don’t try to show
more details and make more decisions than the team
has had time to discuss, assess feasibility for)
‣Involve dev managers, as well as tech leads and as
many devs as possible
‣Force alignment
‣Maximize learning and avoid waste (99% of the work
leading to playback 0 was for the release, not for the
playback itself)
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53. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Discover and
Envision
Kick-Off Playback Zero
Build and Refine
Product
management
Define the
mission
• Code and test stories in small iterations/sprints (Engineering)
• Refine and finalize designs ahead of coding (Design)
• Evaluate end-of-iteration builds with users (Design)
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54. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Discover and
Envision
Kick-Off Playback Zero
Build and Refine
Product
management
Define the
mission
• Sponsor User plays back major stories (epics) as implemented (PM, D, and E attend)
• Example: Playback 1 = “Happy Path” demo
• Playback of major stories drives integration test ahead of unit test (Engineering)
Tuesday, August 6, 13
55. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Discover and
Envision
Kick-Off Playback Zero Interim Playbacks
Build and Refine
Product
management
Define the
mission
• Sponsor User plays back major stories (epics) as implemented (PM, D, and E attend)
• Example: Playback 1 = “Happy Path” demo
• Playback of major stories drives integration test ahead of unit test (Engineering)
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56. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Learnings from Playback 1
‣High-fidelity mockups
‣The more specific, the better
‣Extremely powerful and valuable to see everything
from beginning to end under one unified story (installer,
back-end, front-end)
‣Having the sponsor user drive the playback, speaking
in his own language, made it materially better than
other playbacks.
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57. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Manuel Corniel, Vivisimo Sales Exec:
“I want my team to learn to tell this same story to
clients.”
Quotes from Playback 1
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58. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Charlie Hill, CTO Design:
“To me it’s like nirvana, you’re getting a
non-mediated demo (directly from the user).”
Quotes from Playback 1
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59. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking Collaboration Model
Design
Sponsor
client/user
Engineering
Discover and
Envision
Kick-Off Final PlaybackPlayback Zero Interim Playbacks
Build and Refine
Product
management
Define the
mission
• Sponsor user plays back full user experience starting with install/sign up
(PM, Design and Engineering attend)
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60. Continuous improvement and DevOps
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
‣ Shorter deployment cycles (before or after release to production) make it
easier to incorporate user feedback and/or usage data
• Rapidly learn from actual usage and feed changes into next iteration/release
• Data-driven design: Quantify effects of some (but not all) design changes
‣ With shorter release cycles, the full design cycle is repeated every N
releases, e.g., every 6 months, instead of every release
Release Release ReleasePlayback Zero
Build and Refine Build and Refine Build and Refine
Example: Cycle repeated over six months = three 2-month releases
Kick-Off
Discover &
Envision
Define the Mission
Tuesday, August 6, 13
61. Continuous improvement and DevOps
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
‣ Shorter deployment cycles (before or after release to production) make it
easier to incorporate user feedback and/or usage data
• Rapidly learn from actual usage and feed changes into next iteration/release
• Data-driven design: Quantify effects of some (but not all) design changes
‣ With shorter release cycles, the full design cycle is repeated every N
releases, e.g., every 6 months, instead of every release
Example: Cycle repeated over six months = three 2-month releases
Build and Refine Build and Refine Build and Refine
Discover &
Envision
Define the
Mission
Refine Build and Refine Build and Refine
Build and Refine Build and
Discover &
Envision
Define the
Mission
Tuesday, August 6, 13
62. Continuous improvement and DevOps
ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
‣ Shorter deployment cycles (before or after release to production) make it
easier to incorporate user feedback and/or usage data
• Rapidly learn from actual usage and feed changes into next iteration/release
• Data-driven design: Quantify effects of some (but not all) design changes
‣ With shorter release cycles, the full design cycle is repeated every N
releases, e.g., every 6 months, instead of every release
Example: Cycle repeated over six months = three 2-month releases
Build and Refine Build and Refine Build and Refine
Discover &
Envision
Define the
Mission
Refine Build and Refine Build and Refine Build and Refine Build and
Discover &
Envision
Define the
Mission
Tuesday, August 6, 13
63. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
Key building blocks for consistently great design outcomes
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64. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
Sponsor Clients/Users
Continuous engagement with people in
target roles and industry domains
Key building blocks for consistently great design outcomes
Tuesday, August 6, 13
65. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
Release Hills
Focused investment, empowered teams
Sponsor Clients/Users
Continuous engagement with people in
target roles and industry domains
Key building blocks for consistently great design outcomes
Tuesday, August 6, 13
66. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
Release Hills
Focused investment, empowered teams
Sponsor Clients/Users
Continuous engagement with people in
target roles and industry domains
Key building blocks for consistently great design outcomes
Playbacks
Relentless focus on user value and experience
throughout the development process
• Story-driven milestones led by users
• Playback Zero: Align on product vision before coding
• Interim Playbacks: Demo stories in executable code
Tuesday, August 6, 13
67. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
Release Hills
Focused investment, empowered teams
Sponsor Clients/Users
Continuous engagement with people in
target roles and industry domains
Product
Management
Wiki-based Release Documents
Efficient cross-functional collaboration around
peer-reviewed artifacts
Design
Engineering
Key building blocks for consistently great design outcomes
Playbacks
Relentless focus on user value and experience
throughout the development process
• Story-driven milestones led by users
• Playback Zero: Align on product vision before coding
• Interim Playbacks: Demo stories in executable code
Tuesday, August 6, 13
68. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking: Scaling great design
IBM Design
Thinking
Metrics
Visibility into
objective
operational data
1:9
Release
Blueprint URL
Organization
data
Skills ratios
Dependencies
Design team
skills data
Release Hills
Lead Users
Release Hills
Focused investment, empowered teams
Sponsor Clients/Users
Continuous engagement with people in
target roles and industry domains
Product
Management
Wiki-based Release Documents
Efficient cross-functional collaboration around
peer-reviewed artifacts
Design
Engineering
Key building blocks for consistently great design outcomes
Playbacks
Relentless focus on user value and experience
throughout the development process
• Story-driven milestones led by users
• Playback Zero: Align on product vision before coding
• Interim Playbacks: Demo stories in executable code
Tuesday, August 6, 13
69. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
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70. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
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71. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
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72. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
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73. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Envisioning the IBM Portfolio
The IBM Portfolio
Enterprise scale and security
WORKS TOGETHER
WORKS THE SAME
WORKS FOR ME
Maps
Language
Personas
Tight integration across core technologies
Interoperability with complementary technologies
Common look and feel
Enables easy skills transfer
Focuses on the user and the user’s story
Spans product lifecycle (learn, buy, adopt,
maintain)
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77. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Q & A
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78. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
From startup to IBM
Lean UX leading the way
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79. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Disclaimer:
The views presented in this part of the talk are my own
and don't necessarily represent IBM's
positions, strategies or opinions.
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80. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Vivisimo
Company size 120
Engineering size 30
Cross-functional team size 4
Enterprise search
Acquisition
June 2012 (TOB - January 2013)
IBM, Big Data
430,000
40+
10 / 12
Big Data exploration &
visualization
+ many more layers of management
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86. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Things that changed
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87. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Focused vision and target
vs.
Overstimulating environment
& developing market
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88. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
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89. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
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90. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
IBM Design Thinking
3 Release business objectives
Envisioning the experience
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91. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
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92. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Colocated team
vs.
Distributed team
(2/10 remote devs - still more colocated than most IBM teams)
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93. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Non-dedicated design resources
vs.
Dedicated design resources
(2 UX designers, 2 front-end devs, 3 app devs, 3 backend devs)
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94. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Access to end users
vs.
Sponsor clients and users
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95. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Demo features & functionality
vs.
Demo experience as a narrative
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96. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
— John Doe
“This is a quote that makes
a great point”
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97. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
|| Dev || UX || PM ||
vs.
|| Dev + UX | PM ||
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98. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Cross-functional team
Maximize learning
User-centric design and development
Just-in-time (minimize waste)
Validate and iterate
Lean UX Principles
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99. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Design & development flow
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100. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
1 Brainstorm and scope as a team
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101. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
2 Workflow and creating epics
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102. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
3 Breaking epics down to stories that can be designed / implemented
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103. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
4 Design, validate, implement, polish design
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104. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
5 One day in the Pittsburgh Big Data lab...
Team daily standup
Designers and
developers at work
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105. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
6 Designer shares design and gets feedback from Dev
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106. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
7 Dev works on implementing the design
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107. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
8 Dev proudly shows the implementation with the final design to designer
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108. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Moral of the Story
One team with shared core values
Daily high-bandwidth communication
Iterate - don’t let perfection be the enemy of good
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109. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
We managed to bring IBM along and
also leverage IBM’s channels
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110. ARIADNA FONT | @QUICOLA @IBMDESIGN @LEANUX
Q & A
Tuesday, August 6, 13