Put Customers First with User Story Mapping

Creative and inspired customer-centric techniques, such as user story mapping, drive Agile and Lean development methodologies. The Agile user story map is a visual approach that “shows” more than “tells” the process of moving a plot or a product forward through a defined use case or process — much like the storyboarding process used in filmmaking. And it’s proven to work. Whether the end product is The Lion King or a new point-of-service (POS) system, the user story map is a key element in defining and building a high-value product for the end user.

This article will cover the elements of user story mapping as an integral user experience (UX) process. By viewing a project through the prism of the customer or user journey, Jeff Patton, author of User Story Mapping, says, “Story mapping keeps us focused on users and their experience, and the result is a better conversation, and ultimately a better product.”

What Is User Story Mapping?

User story mapping was first defined for Agile and Lean development in 2005 and is discussed in Jeff Patton’s book User Story Mapping. The “dead simple idea” enables a team or organization to visualize the product from the user’s perspective. User stories represent the customer’s experience as they navigate your product. These user stories provide context to features that are either new or in need of enhancement. As these features are approved for development, they are added to the product backlog and prioritized.

A common complaint regarding product backlogs is that developers and product managers lose sight of the big picture. User stories offer a dynamic and useful visual presentation of typical customer use case scenarios.

Benefits of User Stories

According to Jeff Patton, a user story map can be developed by one person alone, but this negates the major benefits that come from team participation. Each participant, including product managers and designers, will find value in what other team members (marketing, sales, and customer support) bring to the table. The process provides eye-opening insight that enhances the ability to service customers.

For example, operations and finance stakeholders have insight into how to derive maximum ROI when including features. And a growing number of UX design experts are studying the changing tastes and attitudes of customers. Even the users themselves can participate in person, through surveys, or via written reports. The collective participation can take much of the guesswork out of what is important and what should be backlogged for future versions. User story mapping is a team-driven activity with benefits, including the following:

  • Developing a better, more user-centric product
  • Representing the user’s needs and expectations
  • Focusing product development teams on features that provide customer value and improvement
  • Easing the prioritization process
  • Driving feature requirements
  • Enabling the delivery of incremental releases, early and often
  • Exposing barriers and risks
  • Building team collaboration
  • Setting realistic expectations with customers and stakeholders
  • Gauging the intensity of work necessary to develop a feature

When Is User Story Mapping Helpful?

The most common applications of user story mapping are in software development projects, release planning, and building a product backlog. Often, a development team is challenged to develop a minimum viable product (MVP), one that is made up of the least number of features, but still delivers value to the customer. Patton uses the analogy that cars need both a transmission and brakes, while additional enhancements depend on the goal of the build.

The user story mapping process is structured to spark conversations about what to include and what to leave out of a software build. User story mapping provides teams with engagement opportunities where they discuss customer needs and expectations, listen to differing experiences or ideas, and build a logical framework to execute work and plan releases. Backlog items (user stories, features, or requirements) are prioritized based on user needs rather than what the developer thinks is important. Teams can then add items to development sprints and provide timeline expectations to stakeholders.

Zane Bond, Senior Product Manager at Alert Logic, has found success working with user story mapping for a large strategic feature. “Our group was comprised of product engineer leaders and subject matter experts. The product representatives outlined the problem to be solved, and the SMEs provided a wealth of ideas and context. This was all captured on sticky notes. The process ensured everyone understood the feature and goal, the user journey was clear, and we were able to see different perspectives and alternatives. In the end, we were able to eliminate nonviable solutions and simplify scope and effort while still meeting core needs.”

User Stories Maps Are Team-Centric

User story mapping is a great tool for developing a unified understanding of how your product features should function. The ability to develop a consistent story involves a team of diverse business stakeholders and customer users. The team may include the following participants:

  • Product manager/owner
  • Developers/engineers
  • Sales representatives
  • UI/UX developers
  • Customer/technical support representatives
  • Business analysts
  • Marketing/product marketing
  • Finance
  • Legal
  • Users

User Story Mapping Best Practices

The format of user story mapping depends on the structure of each business and team, but it often begins by bringing a team of subject matter experts (SMEs) together in a conference room and providing them with basic tools: paper, markers, a whiteboard, Post-its, and a camera. Teams can use these tools to note information about users, features, or process steps.

The first step invites everyone to participate and role play. It’s essential to identify the users, their problems, and how they interact with the product. Participants who interact with customers offer great value to this process.

A simple script can be used to articulate a user story: “As a (user of this), can I (do an action), so that I can (have a benefit)?”

This script could read like this: “As a credit card customer, can I go online and schedule a payment, so I won’t be late?”

Post-its in different colors can help show step-by-step processes with supporting activities. Once the teams have developed user stories, Post-its can be grouped into logical sprints with timelines and release estimates.

The highly visual nature of this exercise brings the backlog into full display and can illuminate problems, inconsistencies in planning, bottlenecks, gaps, out-of-scope features, alternative solutions, and risks. This allows the team to subsequently plan their execution.

Some best practices for user story mapping include the following:

  • Provide tools that aid in the visualization process: markers, whiteboards, Post-it notes, stickers (dots and stars to highlight important details).
  • Include customer representatives who can tell the stories from the customer perspective.
  • Use wireframes to support stories.
  • Include the who, what, and when in each user story.
  • Make each user story specific enough to be coded in a single iteration.

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Shai Shandil

Shai Shandil, Agile Coach with Softsolutions, is a Certified Scrum Professional trained by Jeff Patton. He advises, “Teams should be co-located (at least temporarily). The presence of clients or their representatives adds value to the process, and tactile tools (a big wall, painter’s tape, sticky notes, markers) are very useful.”

Click here for a sample user story map used by Shandil and his team.

The X/Y-Axis: Where Designers and Developers Collaborate

A user story map can be presented in different forms, but most often is represented in a dynamic visual that contains an x-axis and a y-axis. The horizontal axis (x) contains the sequential order of activities a user experiences as they utilize a system. The vertical axis (y) represents increasing sophistication of the functionality. The first row will contain the most basic functionality, and subsequent rows become more complex.

You can use the template below to map a user story. This is a sample template that you can complete in Microsoft Word, or recreate using Post-it notes on a wall. The number of boxes may vary based on the activities that take place while using a particular system.

User Story Map Template

 

  Download Template in Word
Try Smartsheet Template  

 

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Jonathan Roger

Jonathan Roger, Operations Director with AndPlus and Certified ScrumMaster, applies user story mapping when working with clients. “First, we write epics (very large user stories). Once we have the high-level user flow for an application, we order the epics along the top of a board. Under each epic, we place smaller, individual user stories. Each of these represents one way to use the system. The final step is to prioritize in order to define the minimum viable product for our client’s end-users.”

Below is a  sample x/y diagram with the MVP highlighted in gold.

The Real Agile and Lean Work Can Begin When the Map Is Complete

Once the big picture is set, it is useful to “walk the map” with the designers, developers, and interested stakeholders. If users are available for this exercise, the results will align with their actual experience. In this process, the team reviews the user story map in an effort to fill holes or identify forgotten elements, with the goal of creating a stronger product.

When the map is complete, it’s time for sprint and iteration planning. This is where the team uses the language and practices of Agile, Lean, and Scrum to define timelines and put the project in motion by developing and assigning epics, backlogs, and tasks.

User Story Mapping Simplifies Agile and Lean Methodologies

User story mapping supports the Agile and Lean development methodologies. Agile depends on small increments of work and quick delivery. User story mapping enables this iterative approach by creating a backlog of features that can be grouped together and prioritized.

The Challenge of User Story Mapping: Keeping Focus

Understating the customer and their needs takes research and empathy. This can present challenges and may disrupt or change initial team planning or expectations. You should do research as close to the customer experience as possible. Surveys and interviews are always useful. Customer service technicians, sales representatives, and UX designers may have more experience walking in the shoes of their customer and can aid in discovery.

Below are some common challenges of user story mapping:

  • Lack of clarity: Knowing your target customer and the problem your solution solves (or intends to solve) is essential prior to beginning the user story mapping process.
  • Team location: Planning, meeting, and communication challenges can arise if teams are in different locations and unable to work in person.
  • Documentation: In some cases, initial team conversations on what to include may not be properly documented or ranked for importance. In addition, whiteboards and sticky notes can get lost if they are not documented. Creating the backlog can feel like redundant work and become a disparate pile of stories, increasing the difficulty of making sense of the project.
  • Focus: Stories may focus on features for reasons other than user acceptance or need. What the end user deems imperative may get lost in this sea of backlogs and never make an appearance in the product or be assigned as a backlog for a later version.

Top User Story Mapping Tools

User story mapping began as an offline exercise that takes simple office supplies and teamwork to create a story that helps prioritize product development projects. But with teams working in different locations or on numerous projects, it may be time to take the map off the conference room wall and place it online. Software tools can ease communication across the building or around the world. The question to use free or paid solutions, as with all tools, depends upon the size, scope, and complexity of the projects. Several tools are available from vendors, such as cloud-based StoriesOnBoard and FeatureMap, Rally by CA, Jira, and the open-source Scrum solution, KADOS.

One of the primary goals of user story mapping is to take the individual stories and build a highly functional and useful customer-centric product. There will always be backlogs and incremental releases, but those who focus on valued features enjoy greater adoption, which, in turn, leads to a higher return on investment (ROI). User story mapping also provides a logical bridge for the often-competing concerns of software designers and those who develop the end product. As Patton says, “The model we’ve built can give you a better picture of your software’s features and help your organization construct the most useful and coherent early release possible.”

Create a Better User Experience with Smartsheet for Software Development

If you want to put out the best program on the market, you have to satisfy your customers’ needs, and the first step is understanding the users’ habits. A user story map can help you figure out your audience’s demands and desires, paving the way to an efficient, uneventful development process. To do so, you need a tool that can document the user experience, as well as keep track of your team’s findings. Smartsheet is a powerful collaboration platform that can handle all of these aspects and more.

Smartsheet is a work management and automation platform that enables enterprises and teams to get from idea to impact — fast. Leading software development teams rely on Smartsheet to focus, cross-functionally collaborate, and get products to market in record time.

Use Smartsheet to streamline prioritization efforts, improve development consistency, and manage all activity in one platform. Accelerate time to market, improve internal and external coordination, and monitor launch readiness in real-time.

Discover how Smartsheet can help maximize your software development efforts, today.

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