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To address these issues, Intel IT has recently begun adopting an "Off the Shelf" (OTS) model
that minimizes or eliminates custom development. The initial adoption of this methodology has
resulted in shorter implementation times, easier system upgrades, and an overall reduction in
TCO. Although these initial benefits are promising, aspects of the OTS approach further
increase the risk of downplaying UX as a critical component of successful deployments. For
example, cost and schedule goals are two of the most critical success criteria for project
teams and this will be especially true as adoption of the OTS model increases. After all, lower
TCO and improved deployment velocity are some of the expected benefits that prompted the shift
away from heavily customized development. However, one potential risk associated with focusing
too heavily on hitting schedule and cost goals is the minimization of activities perceived to
slow velocity or increase spending. On OTS deployments, activities such as usability testing
and quality assurance are often overshadowed by the pressure to quickly deploy. Project teams
also assume that the vendor has completed these testing activities during the original
development and further testing would therefore be redundant. In reality, many third-party
capabilities have a significant amount of configuration and deployment flexibility and thus
require the same types of testing (usability, system performance, etc.) traditionally performed
on more customized applications to ensure end-user effectiveness.
Within the OTS framework, end users can no longer provide "blue sky" requirements, a process
where all functionality requests are captured and later prioritized for development. As
mentioned earlier, although this method has its own detriments it can provide end users a sense
of involvement in the development process, improving adoption rates. Because third-party
vendors develop OTS solutions, they will likely be significantly different from the customized
applications that end users may be familiar with. In addition, because OTS benefits result from
avoiding or minimizing customized development, IT has a limited ability to subsequently design
in enhancements if an OTS capability does not meet users' expectations. Due to the increased
difficulty of making mid-course development corrections, UX considerations become more critical
to the success of OTS deployments than they were with the more flexible customization approach.
The desire to deploy OTS solutions means that organizations and end users must be more willing
to adapt to the capability vs. developing or customizing the capability to match user wishes.
In many cases, adapting to OTS system functionality can require a significant amount of
business transformation. Most often this means changing existing business processes (who does
what and when, how communications happen, how decisions are made, etc.) to match how a given
capability architecture is designed or can be configured. Companies routinely underestimate the
difficulty of managing these business transformations and their impact on individual workers.
Even a well-planned change in a business process can disrupt the work routines of experienced
employees, and it can have a significant short-term impact on effectiveness and productivity.
Poorly planned changes can lead to the overall failure of the business transformation efforts,
resulting in significant financial loss [7].
When deploying a new capability, focusing too heavily on one set of considerations while
overlooking others is simply not an optimal approach, and this is true on OTS deployments as
well. Although a new capability can be technically delivered flawlessly, if it does not deliver
end-user value, significant resources will be invested, but the intended return will at best be
reduced and in the worst case, offset entirely. Missing or not comprehending the factors that
will optimize employee effectiveness places IT management in a situation to make multi-million
dollar decisions without all the available data. The long-term success of the OTS approach will
be contingent on evenly balancing technical, business, and user considerations.
The Consequences of Overlooking UX
There are various cases from the IT world where UX implications were not considered, degrading
the full benefits of deploying an OTS capability. One such Intel IT experience involved an
enterprise-wide deployment of an OTS capability where a "zero configurations" approach was
utilized. In other words, when deploying the capability into production, all available
functionality in the purchased system was activated. It quickly became apparent to end users
that certain functionality in the new solution was redundant with other applications they had
traditionally used to complete the overall business process. This redundant functionality
forced end users to alter the steps they were accustomed to performing, resulting in
frustration and significant increases in the time it took to complete tasks. In addition, users
found that online help resources were not useful in addressing questions, resulting in a
considerable number of technical support calls. Lastly, subsequent survey results and end-user
feedback pointed out that pre-deployment communications about what was changing and where to
get training on these changes were not clear. In summary, by not accounting for how the new
capability differed from existing work practices and the resulting impacts of these
differences, a host of UX issues ensued, impacting employees ability to complete activities
across the corporation. The time and effort to address these issues were significant, eroding
the intended benefits of deploying an industry-standard solution.
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