Notes from Lane Halley

UX is a Team Sport

By on in Design

User Experience Design is a Team Sport

Originate Labs participants

Following traditional “waterfall” methods, designers create wireframes & high-fidelity comps which are delivered to developers who build the product. The handoff between design and development causes frustration and inefficiency when construction starts. What happens when it’s not possible to realize all aspects of the design within the constraints of the project? What about edge cases the designer didn’t consider? Once the issues are discovered, designers often aren’t available to make changes and the development team has to use their best judgement when implementing the design.

What if there were a better way? What if designers could preview their work earlier and developers could give input about technical considerations? When designers and developers have necessary conversations, they can better support each other and build better products, faster.

Carbon Five was invited to present a lunchtime workshop at the Los Angeles office of Originate Labs. Mike Wynholds and Lane Halley shared some techniques used at Carbon Five to create necessary conversations and get the whole team engaged in user experience design decisions. The workshop materials we used were adapted from the internal training program we use at Carbon Five, developed by David Hendee.

“No plan survives contact with the enemy” –Helmuth von Moltke

Combining Design and Development Stories in Tracker

By on in Design, Process


One of the fun things about working at Carbon Five is that we get a chance to work on product ideas we design and build ourselves. This gives us an opportunity to experiment with technologies and processes that interest us. Recently, I’ve been contributing to Carbometer:Blog, an information radiator that visualizes details about blog traffic.

This project is led by a Balanced Team which includes a developer (Rob), a designer (Lane) and a product owner (Christian). We thought this would be a great opportunity extend our agile process to look at user experience (UX) and development activities in a unified way and put all our stories in Pivotal Tracker as a unified backlog.

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Seven Tips for Effective Customer Conversations

By on in Design, Process

On July 18 I was the guest speaker at Startup UCLA, a summer accelerator program for UCLA entrepreneurs. I presented a new talk “Seven Tips for Effective Customer Conversations” and led the group in some exercises to practice core interview skills.

Seven Tips for Effective Customer Conversations from Lane Halley

Here’s a summary of the seven tips presented in this deck:

  1. Have a plan – Use your time effectively. Know what you’re trying to learn from your customers and plan as a group so you can operate independently.

  2. Pair interviews – It’s hard to take notes and give your full attention to someone at the same time. Use two people: one leads the conversation, one takes notes. Switch roles between interviews. It also can reduce arguments later if two people on your team were there.

  3. Keep it comfortable – Focus on creating a conversation. You’ll learn more by getting people to tell stories than grilling them with a long list of questions.

  4. Avoid leading questions – Questions like “How will you use our product?” and “How much would you pay for this?” are examples of leading questions. They assume that someone wants your product and will pay for it. People will tell you something to please you, or feel smart, but their answers are not good predictors of what they will actually do. It’s better to focus on observed behavior. For example, what problems do they self-report? What do they do now to solve them? What are the costs (in cash or lost opportunity) those solutions represent?

  5. Listen for needs and goals – Entrepreneurs often tell me that conversations with several customers result in a long wish list of features that are difficult to categorize or prioritize. You can collect more useful information by going deeper into the feature request to find the need or goal it’s based on. When someone says “I’d like this feature” say “If you had this feature, what would it allow you to do?” The next thing they say will usually be a need or goal. Once you identify needs and goals, you can figure out how to address them with the right features.

  6. Listen first, then show the demo – If you’re going to show a demo, take the time to learn about the person you’re talking to first. How well do they match your target audience? What problems do they have? You can get better (and more credible) information by asking them to show you how they would use your product for real activity or problem they have just described to you.

  7. Share what you learn – Customer engagement should be an ongoing activity, not a special occasion. Make time and space for the team to share what they are learning through customer conversations.

For more coverage of this event, please see The Dish Daily