POS UI design & development: what should be included & avoided? [closed] - user-interface

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I'm having to design & develop UI for a Point of Sale (POS) system.
There are obvious features that need to be included, like product selection & quantity, payment method, tender amount, user login (as many users will use one terminal), etc.
My question is related more towards the UI design aspect of developing this system.
How should UI features/controls be positioned, sized?
Is there a preferred layout?
Are their colours I should be avoiding?
If you know of any resources to guide me, that would also help.
The reason this is critical to me as I am aware of the pressurized environment in which POS systems are used & I want to make the process as (i) quick, (ii) simple to use and (iii) result driven as possible for the user to service customers.
All answers, info & suggestions welcome.
Thanks.
P.s. If you could mention the "playoff" between controls that would also be appreciated (i.e. if touch screen a keypad control is provided, but if also supporting keyboard & mouse input how do you manage the keypad & UI space effectively?)

A couple of thoughts from a couple of projects I've worked with:
For the touch screen ensure that each button can be pressed by someone with "fat fingers" as easily as smaller ones (some layouts encourage the use of thumbs at particular locations). Also highlight each button when it is pressed (with a slow-ish fade if you have spare CPU cycles).
Bigger grids are better than smaller ones. The numeric pad should always be in the same place (often the bottom right). The Enter/Tender/etc. "transaction" keys should be bigger than the individual numeric keys - (1) make it more obvious where it is, (2) it will be pressed more often than other screen areas and will wear out (a bigger area will last longer on average; this was more important with older style touch screens; newer technology is more resilient).
Allow functions/SKUs to be reassigned to different grid positions; the layout that works well for one store will likely be wrong for a slightly different one.
Group related functions by colour, but use excellent contrasts. Make sure that the fore/back combination looks good at all angles (some LCDs "bleed" colours left-to-right and/or top-to-bottom angles).
Positive touch screen feedback with sounds needs to have configurable volume and sound sets. Muted tones might be better in an quieter upmarket store, but "perky" sounds are better in a clothing store with louder background music/noise, etc.
Allow the grid size to be specified in percentages or "grid-block units" instead of pixels and draw everything with vectors, etc. since some hardware combinations may have LCDs with better resolution. (One system I worked on was originally specified as 640x480 but shipped at 1280x1024, so my design pre-planning saved a lot of rework later.)
And of course look at the ready-made solutions first (especially if you can get demo software/hardware for evaluation). Although they can be expensive they've often implemented a lot of things that'll you'll have to work through later, and may be cheaper in the long run, even after creating custom add-ons for your system.
Also:
Our UI supported a normal keyboard/mouse combo too (the touchable buttons were just standard button controls sized appropriately). If you pressed a number key it would trigger the same event as clicking the screen-pad button; other hotkeys were mapped to often used button commands (Enter, etc).
If run on a non-POS desktop (e.g. backoffice) the window could be resized too (the "POS desktop" maintained the same aspect ratio, adding dead space at the sides if needed). A standard top menu was available for additional administrative tasks, reporting, etc.
The design allowed everyone to build and test the UI before the associated hardware was finalized. And standard UI testing tools would work too.
Even More:
Our barcode scanners were serial/USB rather than keyboard-like, so each packet from the device raised a comms event. The selected "scanner type" driver class used the most secure formatting that the device could give us - some can supply prefix, suffix and/or checksum characters if programmed correctly - and then stripped this before handing the code up to the application.
The system made a "bzzzt" noise when the barcode couldn't be used (e.g. while cash drawer is open).
This design also avoided the need to set the keyboard focus to a specific entry area.
A tip: if the user is manually entering a barcode via the keypad, and hasn't completed it by pressing Enter, and then attempts to scan another barcode, it should beep instead, so the user can accept or cancel the pending item first.

Aggregated POS Design Guidelines
Based on the above and other literature, here is my list of guidelines for POS design.
[it would be nice if we grew this list further]
User Performance Priorities (in order):
efficiency (least time to transaction conclusion)
effectiveness (accurate info & output)
user satisfaction (based on first 2 in work context)
learning time (reduce time to learn system by making it simple)
GUIDELINES
Flexible Transaction Building - don't force a sequence to transaction wher possible. Place product orders in any order & allow them to be changed to a point.
Optimise Transaction Rate - allow a user to complete a transaction as quickly as possible (least clicks are not really the issue as more clicks could mean larger value of transaction, which makes business sense)
Support Handedness / Dexterity - most users have a dominant hand and a weaker hand in terms of dexterity. Allow the UI to be customised (on a single click) for handedness. my example: a L->R / R->L toggle button which moves easy features like "OK", "Cancel" in nearer proximity to weaker hand.
Constant Feedback - provide snapshot feedback which describes current state of the transaction and calculated result of transaction (NB: accounts) before & after committing a transaction.
Control "Volume" - control volume refers to the colour saturation/contrast, prominence of positioning and size of a control. Design more frequently used controls to have larger "volumes" relative to less frequently used controls. e.g. "Pay" button larger than "cancel" button. E.g. High contrast & greater colour saturation increase volume.
Target Findability - finding & selecting targets (item, numeric key) is key to efficiency. Group related controls (close proximity), place controls on screen edges (screen edge traps pointer), emphasise control amplitude (this dimension emphasises users normal plain of motion) and colour coding make finding & selecting targets more efficient.
Avoid Clutter - too many options limits control volume and reduces findability.
Use Plain Text - avoid abbreviations as much as possible (only use standard abbreviations e.g. size: S, M, L, etc.). This is especially true for product lookup.
Product Lookup - support shortcuts for regular orders (i.e. burger meal), categorised browsing & item name search (least ordered items). Consider include a special item: this is any item where the user types what is wanted (i.e. specific whiskey order) - this requires pricing though.
Avoid User Burden - the user should be able to read answers to customer questions from the UI. So provide regularly requested/prioritised feedback for transaction (i.e. customer asks: "what will be the the outstanding balance on my account if I buy this item?" It should appear in UI already)
Conversational Ordering - customer drives the ordering not the system. So allows item selection to be non-sequential.
Objective Focused - the purpose of POS is to conclude the transaction from a business perspective. Always make transaction conclusion possible immediately with "Pay" button. If clicked, any incomplete items will be un-done: user then read order back before requesting cash/credit card)
Personas - there are different categories (personas) of users of POS systems like (i) Clerk/Cashier and (ii) Manager. The UI should present the relevant options to that logged-in persona according to these guidelines i.e. Cashier: large volume on transaction building controls; Manager: large volume on transaction/user management controls.
Touch Screens - (i) allow for touch input with generally larger controls to supported a large finger tip as pointer. (ii) Provide proprioceptive feedback - this is feedback that indicate the control pushed (it should have a short delay on it fade: user finger will be in the way initially). (iii) Auditory Feedback (optional) - this helps with feedback especially with regards errors in pressurised environment.
User Training - users must be trained to understand business protocol & how the POS supports that protocol. They are the one's driving the system. Also, speak to POS users to design & enhance your system - again they are experienced users of the POS system
Context Analysis - a thorough analysis of the context of use for your POS system should be performed to best implement the POS heuristics mentioned above effectively. Understanding the user (human factors), the tasks (frequency, duration, stress factors, etc.) and environment (lighting, hardware, space layout, etc.) should be comprehensively conducted during design and should not be assumed. Get your hands dirty & get into the users work space!! That way you can develop something your specific users can use effectively, efficiently and satisfactorily
I hope this helps everyone.
To all respondents, I really appreciate your feedback! Please give me more wrt to this answer. Thanks

I ran across this question, and I thought I'd add my two cents since some of my work has been mentioned here.
I agree with most of what's been said, but it's important to remember that most everything mentioned represents heuristics. That means that while they're good principles to follow, there are likely times when (a) specific rules should be broken, and (b) there will be contradictions between rules. The trick is being able to weigh conflicting principles and apply them to the appropriate degrees (as you noted in a previous comment).
In the end, it's a matter of balancing the business requirements and user needs in a way that produces optimal results. And in the real world, I find that this can never be achieved through heuristics alone.
Here's an example: I recently finished POS designs for Subway, Wendy's, and Starbucks (see Case Studies at POSDesigns.com). All of these designs used solid heuristics, but all of them came out very, very different because of differences in the business goals and requirements, the users' needs and background, the environment in which they work, the technology being used, and a whole host of other differences.
You can never create a great design in a vacuum. For each of the clients mentioned above, I traveled around to a lot of different types of stores in multiple countries to get a feel for how the users' worked, how the systems would be used, how customers ordered, etc. All this information - along with sales and other data provided by the company - was invaluable in creating a highly usable solution.
Here's another example: Guideline #3 you provide previously ("Support Handedness / Dexterity") is fine as a heuristic (though I have to say that I question the conclusion of swapping simply OK/Cancel). But in visiting Subway stores, we discovered that in that context, the location of the register actually plays a greater role in the hand employees prefer.
In other words, registers that were squished against a wall on the right side tended to produce left-handed users, even when the users were right-handed for every other task. This had implications for the way we allowed the UI to be flip-flopped...and who had control of it. There are tons of examples like that, but we never could have achieved the gains that the user interfaces have produced - like 90% reduction in voids, near zero training, increased speed, accuracy, and check sizes, etc. - by following heuristics alone.
One more point (sorry...you've got me going now :-). Many times heuristics are incomplete without more data as to how to apply them. Consider your guideline #11, "Conversational Ordering". There's much more to this guideline than just providing flexibility in order entry. For instance, one of the many things you have to consider is that not all paths should be presented as equally probable.
We analyzed the way Starbucks' customers ordered in various locations across the United States and United Kingdom. Then, we optimized the system for the most commonly spoken patterns. If we had allowed all paths to have the same "volume", we would have sacrificed usability in other areas, since the design would have appeared more cluttered. The new POS system now supports almost all possible order patterns, but the most probable paths are presented at a higher "volume" than those that are less probable.
OK, it turned out to be more than two cents, but the bottom line is this: If you have a chance to visit the environments in which your POS will be used, analyze customer/employee interactions, etc. ...you should take it. Contextual observations and analysis are invaluable in correctly applying heuristics to your situation.
Good luck!
Dr. Kevin Scoresby
FYI - I'd enjoy talking further about this if you or anyone else in the group would like. My office phone number is on my "About Us" page at POSDesigns.com, or you can use the form to initiate an email conversation. Feel free to call anytime during business hours U.S., East Coast Time.

Devstuff already provides some great answers. In addition:
Create a prototype design (can be simply color-printed on paper) and test this in a scenario that is as realistic as possible, i.e. in a store, with a real future user. Enact a few common scenarios and ask the user to really 'use' your prototype as he / she would use the final product. Obtain feedback through interview and observation.
One way to evaluate your design is to check if you have applied the CRAP principles of design. This article discusses how this can relate to user interface design.

In addition to what has already been posted, here are some tips we picked up along the way.
We use two distinct UI's, one for touch-screen with large bold buttons and one for mouse/keyboard entry. the code behind them is the same just the layout is different.
For touch screens
Try not to have pop-up messages that take focus away from the main form, as users may not be looking at the screen, for example if they are chatting with the customer. we found that if this happen users will continues scanning products unaware that they are not been entered into the sale.
If using a bar code scanner be aware that they sometimes send an enter key after the bar code, that will active focused controls (saying yes/no to pop-ups). To help prevent this we disable the enter key-press on buttons, so only a mouse/finger press will fire the click event. we also turn tab stop to false (may be called different in you language), to stop controls that are touch only from getting focus.
As far as colours go we try to stick to bold button and font colours that can easily be distinguished/read in poorly lit rooms and on screens with glare, as most times users are not in the position to move the screen should they have problem reading it.
Anything you can do to speed up/ help the user is a good thing, for example on our payment screen, as well as having 0..9 keys for payment entry, we also have £1,£2,£5,£10 etc so users don't have to add up the money they are given, they can just press the key for each coin/note they received from the customer.
The best tip I can give is to remember that you are designing for a completely different environment form a desktop application, that would be used in an office. and that users may of never used a computer before. since POS systems are usually locked down, try to make it as easy to use out of the box as possible.

another thing to consider is personas (as introduced in cooper's "the inmates are running the asylum").
essentially, you make up a few canonical "users". give them names, hobbies, skills, a picture, and use them as the people you are designing for.
ie:
billy the cashier: has some computer experience (playing on his ps2). he's in high school, may go to community college. he's a primary user of the system, and wants to be able to learn the new system quickly.
cyrus the manager: needs to manage the cashiers. needs a way, with only his authorization, void transactions and be able to review logs of the sales for making reports as well as managing "shrinkage" (theft). he has 2 kids, lives out in the suburbs so has a 45 minute commute; therefore he doesn't want to spend extra time wrangling the system.
you may need three or four personas; any more than that and it becomes hard to design for.
I highly recommend the book "inmates are running the asylum", plus cooper wrote another book: "about face"; which I have yet to read.
good luck!

I would recommend doing some sort of usability survey amongst your current user group. There is no need for this to be a complicated or highly scientific survey. Present them with simple questions to determine:
The users priority when using the system (accuracy of task, speed, aesthetics)
Preferred input devices
Work flow through such a system
Level of education and domain knowledge
I have found that a lot can be learnt from a simple survey like this and can be applied to your UI design to ensure that the users usability experience is satisfactory.

Great comments from everyone else. I'll just add that there's also an article by Dr. Kevin Scoresby titled "How to Design a (POS) System that Everybody Hates" that discusses usability of POS systems and adds a few points to what people have already mentioned, such as:
Don't punish the employee for customer choices
Avoid creating conflicts with the real world
Avoid color coding (1 out of 10 males has a form of color blindness)
I've also discovered lots of helpful POS design tips at POSDesigns.com. One thing I found interesting is that by focusing too much on the number of button presses, you can actually impact speed--which is often a primary goal. There's also a tip titled "Five Factors that Influence Speed" that I found helpful.
Good luck!
Kyle

There are already some really good systems out there i.e. Tabtill for Win 8 http://www.tabtill.com or Shopkeep for iOS http://www.shopkeep.com. The fewest number of clicks your user need to do the better. As I am also involved in coding for such solutions and having worked with clients using various POS systems, some can be really frustrating. Remember watching cashiers in a bar tapping 10 times just to take payment for a couple of items, their fingers are hopelessly hovering over the screen trying to find the right colourful button. Keep it simple! Allow sorting of your visible product range, categorize them or use barcode reader. Keep at least 5% gap between buttons and don't let silly animations slow down your UI. Either invent your own or just copy what is already out there with your own twist.

Related

Detect sexual content in image and text

I have started a social networking app and there is one user who won't stop uploading images of woman, who, well, are up to some sexual activities. He additionally adds offensive captions to them.
My question: how can I detect adult content in images and text and block them from my app? I think this is a problem that most people face who are making any kind of open networking app. It would be great if the solution was as fast and low-priced as possible.
Implement a system which essentially stores {256-sha image hash, human rating, computer rating} into a database.
Create an interface for the human rating and the computer rating which can judge and categorize images as well as an interface in your software which can use that information on how to handle such images.
Choose a tool, likely a convolutional neural network based algorithm, with an easy to use api. Here's a random result from searching: https://imagga.com/solutions/adult-content-moderation.html
Put everything together and you should have a system which can automatically guess how to handle images, but also allows you to iterate through them which both corrects the database as well as trains the rating algorithm which trains based on the existing human produced data.
Note: The status of an image is not permanent by the software unless a human rates it. Whenever one is accessed, the latest state of the image detection decides on it. If this happens far too frequently to support, then associate a time buffer with the image so that it doesn't re-rate it often.
Update: The advantages of this custom solution is that you can control things to work the way you want. You can define the rating system and how to handle the situation as well as governance over whatever set of trained algorithms you are using. You always have the final say and you can see what is going on at all times. The catch is that you would need to implement this software as an extension to your project.
Not easily, it would require machine learning techniques and a ton of training. Not to mention, all modern techniques can easily be tricked.
There are a few moderation solutions, but they aren't ideal.
First, you could ban them. Not the best, as they could make another account, but it means that they have to make another email for it.
Second, you could isolate him. I forget exactly how it works, but the idea is that they still think that they are posting on your app, but none of their content gets propagated to other people.
I don't know the legality of either of these, its all up to your terms and conditions. But AI is not really a good option, especially if your app were to need to scale.

Teller transactions archive - print barcode on papers

I am looking into options of auto indexing of daily documents generated by tellers in bank operations. The documents does not have any reference number and its handwritten by customer.
So to auto index these documents and store in EDMS, we have to put the core bank transaction reference number on each. So what options do i have? Print barcode label contains this trans number and attach to paper? or have a machine that i can feed the paper and it can print barcode on it?
Anyone know what is the right HW or SW for this?
Thanks
Depends on how complex you want to be. Perhaps these documents could be multiple (stapled?) pages. would you want to index each page - and would the documents then form an associated sequence (eg. doc. 00001-01 to -20)
Next caper is to consider the form of the number. It's best to formulate a check-digiting system so that a printed number can be manually entered and the check-digit verifies that the number hasn't been miskeyed.
Now - if these documents may be different sizes for instance, or potentially a wad of paperwork, how would you feed them through a printer?
So I'd suggest that a good choice would be to produce your numbers on a specialist barcode-printer with human-readable line on the same label. Some idiot will want to insist on using cheap thermally-sensitive labels, but these almost inevitably deteriorate with time. I'd choose thermal-transfer labels which are a little more complex - your tellers would need to be able to load label-rolls and also the transfer-ribbon (a little like a typewriter-ribbon, if you remember those) but basically any monkey could do it.
Even then, there are three grades of ribbon - wax, resin and a combination. Problem with wax is that it can become worn - same thing as you get with laser-printing where the pages get stuck together if they are left to their own devices for a while. Another reason you don't use laser printers in this role - apart from the fact that you'd need to produce sheets of labels to attach rather than ones and twos on-demand is that the laser processing will cook the glue on the sheets. Fine for an address label with a lifetime of a few days, but disastrous when you may be storing documents for years. Document goes one way, label another...
Resin is the best but most expensive choice. It has better wearing characteristics.
My choice would be a Zebra TLP2824plus using thermal-transfer paper and resin ribbon. Software is easy - just means you need to go back 20 years in time and forget all about drivers - just send a sring to the printer as if it was a generic text printer. The formatting of the label - well, the manual will show you that...
Other technologies and approaches would probably be more complex than simply producing and attaching barcode labels. For instance, if you were to have an inkjet printer like those that are used to mark (milk/juice) cartons - well, it would have to deal with different sizes of paper, and different weights from near-cardboard to airmail paper. It would also have a substantial footprint since the paper would need to be physically presented to the printer. Then there's all the problems of disassembling and reassembling a stapled wad. And who can control precisely where the printing would occur? What may suit one document may not suit another - it may have inconveniently-placed logos or other artwork in the "standard" position for that-sized paper.
Another issue is colour. There's no restriction on background colour with a label (yellow or fluoro pink for example) - it would be easy to locate when necessary. Contrast that with the-ink's-running-low washed-out ink printing on a grey background. White labels wouldn't stand out all that well on the majority of (white) documents.
BUT a strong alternative technology would be to have reels of labels pre-printed by a commercial printing establishment rather than producing them with a special printer on-demand. Reels are better than sheets - they are easier to use especially for people with short fingernails.

Fitts Law, applying it to touch screens

Been reading a lot into UI design lately and Fitt's Law keeps popping up.
Now from what I gather its basically the larger an item is, and the closer it is to your cursor, the easier it is to click on.
So what about touch screen devices where the input comes from multiple touches or just single touches.
What are the fundamentals to take into account considering this?
Should it be something like, the hands of the user are on the sides of the device so the buttons should be close to the left and right hand sides of the device?
Thanks
I started thinking about this recently too, and here some considerations:
Fitts' law was developed in the 50's as a human factors model (read: controls for fighter plane cockpits) so seeing it re-applied to human motor skills is actually just coming full circle. It definitely applies to mobile devices. [Historical note: The finding that it applied to mouse interfaces was actually a big deal at the time.]
One thing to note is that the Fitts'-endowed advantages of the edges and especially corners of the screen no longer exist on a touch interface: the "infinite size" only applies to mousing interfaces since the cursor cannot move past the edges. Obviously, the same limitation does not exist for our fingers. Basically, the edges are no better than the middle of the screen except for the potentially shorter distance to the target.
Here 1 (pdf) is an '06 study about optimal target sizes for one-handed thumb use, taking into account freedom of movement and such. I was hoping to find a paper that would be able to provide a modification or a new constant to Fitts' law for accuracy of the touch interface but a cursory search didn't turn one up. I guess that means I found a potential research topic ;)
I think one general conclusion to be made based on application to Fitts' law to smaller-screened mobiles is that it's hard to make usable widget-based interfaces without seriously sacrificing information density. One interesting alternative is gesture-based interfaces (beyond the popular pinch and zoom). Unfortunately, the lack of popularity and conventions makes the learning curve rather high. Mobiles are definitely one place that it might be worth the trade-off, though. I predict wider adoption of gesture interfaces on mobiles once conventions stabilize.
Yes, for a touch screen Fitts' law has to be applied in three dimensions, so it's different from the classical mouse movement considerations.
As you say, the origin of the movement is often the default position of the finger. This varies a lot depending on the device where the screen is mounted. On a hand held device you might use the index finger of one hand, or the thumbs of both hands, depending on the design.
Also, on a touch screen you have to move the fingers away from the screen to see it, which makes the distance between controls less important as you move back to the default position between clicks.
What to consider besides Fitts' law is the intuitiveness of the interface. If a button appears where it's not expected, it doesn't matter how close it is, it will still take time to find it.
One specific idea that attempts to leverage Fitts law is to put the most often used controls at the bottom of the screen (i.e., the opposite of current GUI conventions with the menubar and toolbar). This allows users to touch multiple controls in sequence without withdrawing their hands to see the effects, shortening the mean distance moved between inputs. For a tablet, kiosk, or desktop device, the bottom of the screen is probably also the hands’ “rest” position. However, there is the potential problem of the most important controls being the last thing the users sees when scanning the display.
Fitt's Law "predicts that the time required to rapidly move to a target area is a function of the distance to and the size of the target." What's important isn't that Fitts discovered this (it is obvious) what he noticed was that the increase due to distance and size fit a logarithmic formula, which the law models.
On a Windows-Icon-Menu-Pointer (WIMP) system, what's important is that you have 1 location with zero distance (where the cursor is currently) and 4 locations that are of infinite size (the edges of the screen, which the pointer cannot extend beyond). That's really why fitts law pops up so much in UI design (aside from giving weight to things like "Don't make tiny buttons", etc)
But the law makes a lot of assumptions about the range of motion you have available with your hands. If you're holding a tablet with two hands, the law goes out the window. If you're holding it with your left hand, then things on the right side will be easier to reach, etc. So its going to be a lot harder to make generalizations than with a pointer.
That said:
Think about where the users hands are going to be, and if they're both going to be free or not. Place buttons closest to where you think hands will be.
Cluster buttons such that you aren't requiring the user to make a variety of successive taps that are far apart (unless, of course, you're designing a game, in which case that's part of the skill)
Well, you should design for the most important fingers, after all (index, for example). Not that you shouldn't use the others, of course, but people generally are more geared toward using some fingers in detriment of others.
I don't think you can provide a general answer that will work across all sizes and types of touch screens. For example: The infrared vision technology on the Microsoft Surface can fail if a user has extremely dark finger tips (very very rare), but this would not be an issue on a capacitance based touchscreen.
The best practice to implement is lots of testing, with a variety of users. You will quickly learn what works on you device and what doesn't.
I did a paper on this for my graduate human computer interaction class using evolutionary computation to design a more efficient keyboard based on the domain of text that was being typed. I really should release it as an iphone/droid app.

Scrum in a fixed cost project [closed]

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I have read the agile manifesto and spend a nice day surfing the web in search for this elusive answer. But sadly I did not get an answer that would cover all the bases.
When watching all the blog posts and newscasts of Agile preachers, you just hear about open scope or open "time" projects. How do you apply this to a fix cost project?
From what I found out the biggest problem is scope management. How do you determine if something is not inside the projected scope and how do you formulate arguments for your decision? Because of the agile way you are implementing your software there is no detailed design to argue upon. In most cases you only have a vague wish-list that the customer hands to you. And is so general that you can interpret any feature into it.
And with the rising percentage of fixed-cost projects this seams to me to be a real issue.
So the questions would be:
How do you manage scope in a fix cost project?
How do you determine if the features wished for, are outside the original scope?
To me, the short answer about Agile and fixed price is that you can't do it, at least not with a fixed scope.
I know some people will say "that's not true, we are doing it" but, with all due respect, I don't think they are really doing Agile and I'll explain why. Actually the explanation is quite simple: fixed price implies fixed scope and is based on predictability where Agile is all about variable scope, scope management and adaptivity. So fixed price with fixed scope is basically the opposite of Agile.
With an Agile approach, fixed price gives you a number of iterations for a given team size. During these iterations, the customer will be able to have the team build the most valuable features first and thus to maximize the generated business value. The whole idea is then to stop iterating when the cost of an iteration is greater than the generated value. This is how Agile works.
So when people says they do fixed price with fixed scope in an agile way, they actually introduce some constraints that are not really compatible with the Agile theory - like doing an up-front estimation of a given set of features and freezing these features and estimations - and they loose important advantages of Agile (unless they have a perfect knowledge of the technologies and of the business domain and master them enough to predict everything but I know few projects that are like this).
Here is anyway a good compilation of various Agile contracts: 10 Contracts for your next Agile Software Project that might be helpful. But I think they all require some education of customers, especially the one that are used to fixed price with fixed scope (and late deliveries).
Scrum does not replace having proper requirements, or even having occasional major releases or milestones. Rather, it gives you a means to keep your team productive and focused, and avoids the time-wasting side-effects of a waterfall process.
In fact, one of the biggest advantages of an agile process like Scrum is that it causes you to "fail quickly and loudly" on problematic areas of your project. If, after a couple of sprints, your team still can't effectively estimate the time and resources needed to implement a particular feature, it may be worth pushing back on the requirements in that area -- they may need to be clarified, simplified, or scrapped altogether. In a traditional waterfall process, however, those "problem features" can often be pushed back to the last possible minute, resulting in the usual deathmarch and under-delivery into which most projects devolve.
However, the role of the Product Owner is even more critical in teams using Scrum who have a large set of requirements. Left to their own devices, most development teams will focus on the most interesting/fun/geeky features (service APIs, caching, search) first, and leave the "messy" stuff like payment process, UX design, and i18n until the last minute. A strong user voice is essential to making sure those features critical to the end user receive their fair share of attention.
Okay, this will not be the ideal answer you are looking for, but may help non-the-less.
For your first point:
With agile, and Scrum in particular, the style is suited toward changing specifications and unfixed deadlines using iteration patterns. To be able to manage this in a fixed scope project will be a nightmare. What one would normally do is set a budget for the specified scope, and any addendum to this would produce billable hours above and beyond the scoped budget. To do this in Scrum would be pointless, as the product backlog will be continually filled by the stakeholders. If there is no "punishment" for scope changes in a fixed budget, there will be nothing holding people back from just loading on to you.
The alternative here is to have fixed scope sprint successions, so for instance:
5x Sprints = x Cost with minimal scope change.
For your second point:
The use of Analysis and Design is an invaluable tool. By using use cases, event tables, sequence diagrams, state machines and the like; you will be saving yourselves oceans of tears in the long run. Basically, once the planning has been done, any addendum to this that requires additional (please note additional, not things that have been overlooked) use cases and large code changes will be out of scope. In fact, anything that was not overlooked in the planning and is not in your specification, is out of scope.
In closing, you will need to have very well planned documentation as well as very solid agreements with your clients to be able to pull this off 100%.
I hope this helps.
I worked in a environment where we had fixed cost and fixed time projects. We has switched to a Scrum-esque methology from a Waterfall/VModel methology. Scrum can work very well in fixed cost/time projects as the concept is that the customer is put in control, however for this to work you have to be able to somewhat accuratly determine what work is required and what it will cost (time, money, resource). And this is a situtation where Scrum in an ideal candidate.
You break down the wishy-washy wish list/requirements/screenshots into tagiable deliverables. E.g. a customer may say "I want ecommerce, with Paypal", you need to break this down into actual deliverables e.g. "1. Customer Registration and Login, 2. Product Catalogue, 3. Shopping Bag, 4. Payment, 5. Order Acknowlegment". At this stage, it's still impossible to determine how long it will take, and ofc we need to deliver all of the above in order to complete the project (i.e. you can't have Ecommerce without Payment). So break them down again, and again, until you have granular deliverables, genreally delverable within hours, maybe days, but certainly not weeks e.g.
1 Catalogue
1a View all Items
1ai View all items on 1 page with an image and item name underneath in a grid, 4 items per row
1aii View 10 items per page with paging
1aiii View a user slected number of items per page, with paging
1aiiii View all items on 1 page with an image and item name, descriptioon and price on the same line, 1 item per row
1b View by Category
...
1c Search
...
1d Attribute Filter
...
And so on, it can be done very quickly, and you can now probably guesstimate how long it would take todo x (ofc, I might break the above down even further, add more descriptive text to describe the work required, such as what persistant data stuctures Ill might need, the data in those structures, how data will be added, going further you might even desribe the required the begin and exit states).
Once you've go this, you'll notice that some features and depenant on others, e..g you can't have paging feature on a catalogue unless you have a catalogue to start witj, and the catagloge will require the CMS screesn to add and edit items etc etc. Highlight these 'can't live without feature' in whatever tool you using and this forms the core project, and within a day or two you have a bunch of features that can be developed somewhat standalone, with costs, which when added up make the cost of the project. And now the customer is in charge, they decide thay want to added a feature and increase the cost, cool, its up to them afterall.
All the above is obviously only a small portion of what scrum or any agile process is.
I don't think a fixed price contract with scope creep and a Scrum process are incompatible. You just need to agree up front with your customer how it will work. If you create your initial backlog with your customer, estimating as you go, you can use that as your basis for the fixed price cost and schedule. You can even agree to a rate of "X" story points equals "Y" cost and "Z" schedule at the beginning.
You then do the normal scrum thing, having the customer allocate stories to the current iteration, etc.
As the customer engages in scope creep, you work with them to add the "creep" as user stories to the backlog. Each time you add a new story, point out that for each X points added to the backlog, they will have to increase cost by Y and schedule by Z, or, they will have to give up story points of equal value. Since they are picking what you work each iteration, the points they give up (if that's the choice) will be the least valuable features. When your schedule runs out, you will be left with a backlog of the least important features that they can choose to drop or give you a new contract to finish.
The trick, of course, is to be good at estimating cost and schedule for each story/task ;-)
The project could be broken down into smaller parts and fixed rates could be attached to those. The other phases of the project could then be adjusted.
You have to be able to sell the agile process against your competitors. If a client has a history of fixed bid projects that were delivered on time, spec and cost, why would they waste their time taking bids from other developers?
Fixed Cost does not mean single sprint. Scope gets transfered to the Product Backlog, and as Sprints progress, scope is adjusted, negotiated and delivered. Scrum allows for rapid value delivery, and provides quick validation, and the opportunity to identify potential gold plating.
Scope change may result in the addition of backlog items, and the deletion of others. Its a balance of ROI vs the fixed budget provided.
If the scope does increase (and add value), and the cost is fixed, then the triple constraint (cost, time and scope) must be managed accordingly.
Remember that fixed cost does not mean fixed length.

Regional Proximity UI

I'm developing a UI (AJAX-enabled; LAMP server) which will allow a user to designate regions in which a company operates. A "region" in this case may be a state (if dealing with the US) a province (Canada), or entire country (everyone else).
As there are 195 countries in the world, I would like to avoid a multi-select box or list of checkboxes. In the workflow leading to this particular screen, the user will have already entered the full address of the company, so I have a starting region to work from.
Since the majority of companies only operate out of their own region, and those covering multiple regions tend not to branch out too far, I am considering displaying the list of regions gradually based on proximity. I realize at some point (I'm using 3 passes for now) the full list will need to be displayed; I'm just trying to delay the user from reaching that point as it's a definite edge case.
Here is a PNG mockup that explains this concept a bit more clearly. (196kb)
Questions:
What suggestions do you have for the actual form interaction? This has not been presented to representative end users yet, but I'm open to all suggestions during the prototyping stage.
Do you think 'rolling up' US states and/or Canadian provinces between transitions will negatively affect the user's spatial memory?
More clearly: after the 3rd pass, the company will operate in every US state - so convert those 50 inputs into one.
Are there any existing applications that have utilized this approach to use as a baseline or demo?
And, since I know my developer will want to know - what would be the easiest way to store each region's proximity? Lat/long of the center? Lat/long of each corner of a 'bounding box' (more accurate)? I'm assuming we will end up writing some proximity calculations based on the lat/long of the company's actual address.
Are you expecting users to read the map in order to know what list of checkboxes to go to? If your users have than level of geographic ability, then it’s less work for them to select the regions directly from the map, rather than have them make the map-to-Proximity-Level cognitive transfer, followed by a Proximity-Level-to-region transfer.
If some users do not have that level geographic expertise (you may be surprised how many Americans cannot find their own state on a US map), then I’d try, perhaps in addition to the map, no more than two lists, one proximal (the default) with regions close to the home address, and one exhaustive. I can’t see users with weak geographic abilities being be able to handle multiple arbitrary levels of proximity. People who can’t read maps well are not going to able to estimate the proximity level of one region to another. So the idea is to try a proximal list and if that doesn’t work, then forget about proximity and go exhaustive –don’t send your users wandering among proximity levels looking for Idaho (“I swear it’s near Indiana”).
By default, show the proximal list with regions likely to satisfy most of your users based on research of your likely clients. A “more” button displays the exhaustive list. Both lists should be sorted alphabetically, except first subdivide the exhaustive list into States of the US, Provinces & Territories of Canada, and Country (which includes the US (all) and Canada (all)).
You can provide some command buttons to select multiple regions (e.g., “All 48 contiguous US states, All of South America), allowing users to de-select some regions afterward. For this reason, I wouldn’t roll anything up until the user commits the input.
As an example of someone using a map plus list (all in HTML, no less), see http://justaddwater.dk/2007/12/21/map-with-positions-in-css/
I am not really clear what it is that you are trying to achieve from the current UI (are you looking for branch offices? other companies? etc?)
I am not a big fan of using pure geographical proximity to define regions. For example, if one company operates in NYC, it could have an office in NJ which could well be as far as the moon. On the other hand, for a company in anchorage, an office in Vancouver could still be within the region. Unfortunately, state boundaries are fairly meaningless too. For example, I live in western PA, and can tell you that while Pittsburgh and Philly are in the same state, they could be different countries for all that matters, and most companies have offices in each.
If your project is lamp based, why not just let a user click a point on the map, and based on that ask him what he means (e.g., nearest city, entire county, entire state, entire country?. If you then need to define the entire region, you can perhaps use some sort of a grab tool to click or delineate all the other regions that could be part of it?
Either way, present your offices as pushpins on the map, and then maybe have a list on the side the way that standard google maps handles searches.
It may be a lot of work, but if it's an important form, users may prefer that over manual text entry or selections from a list.

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