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Institutionalizing HCI - the Challenges in India

Anirudha Joshi, IDC, IIT Bombay

(Based on a talk in the 39th Annual National Convention of the Computer Society of India, Taj Lands End, Mumbai, December 3, 2004)

Abstract

The 'Usability Maturity Model' (UMM) is a measure of the progress of usability and human-computer interaction design (HCI) in a company. The key challenges in improving maturity are lack of awareness, lack of skills, lack of techniques suiting the Indian business model and inability to convert HCI into a profitable business proposition. On the other hand, software engineering has been a major strength of the Indian IT industry. Though software engineering and HCI evolved as almost independent disciplines, they have a lot of common ground between them. Opportunities for the Indian industry lie in developing this common ground and integrating it in the software development process.


Human-Computer Interaction Design

While there are many views on the subject, the following will serve us as a working definition of what Human-Computer Interaction (HCI) design: “The task of designing the activities of a human being with a product in which a computer substantially affects those activities.”

HCI is informed by many fields - Computer Science, Cognitive Psychology, Human Factors, Information Science and Design, to name just a few. While each of these fields have had a fairly long history in the evolution of modern society, HCI itself must be still considered to be a nascent field, with but a short history. The issues that matter in the context of design of interactive devices and systems are still new to us, and only time will tell if we have already identified them all. The claim of those who profess to 'already know it all' is similar to the bravado of the six blind men who knew the elephant.

In this context it becomes important to consider the maturity of organizations that are actually involved in design and development of interactive products and systems.

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Usability Maturity in India

 Usability Maturity Model

The 'Usability Maturity Model' (UMM) [1] can provide a scale to measure the progress of HCI capabilities of a company.

  • A company is considered in the Unrecognized level if people in the company believe that there are no problems related to usability of its products, and it does not need to make any investment in developing HCI skills.
  • The progression to the next level Recognized is rather unsystematic. Occasionally, an employee from the company reads a book or attends a seminar. More often, a disaster strikes - a client returns a job or a product bombs in the market. Typically, confusion reigns at this level and nobody is sure what the problem was and how to solve it. This level is marked with sincere, but haphazard attempts to resolve the usability issues of the problem cases.
  • A company moves to the Considered level when it starts making some financial investments. This happens either in terms of hiring HCI consultants on specific projects or by sending employees to HCI related training.
  • Companies move to the Implemented level when they realize that they need to do this on an on-going basis and set up a specialized group to handle 'user interface design'. This group typically has the necessary HCI skills and brings in systematic involvement of users. At this level, the group is still handling special projects which have critical UI issues and, typically, where client is willing to pay for this involvement.
  • A company is considered Integrated when HCI design activity becomes mainstream and routine for all projects. At this level the company also sets up feedback loops and knowledge sharing mechanisms to ensure continuous process improvement and penetration. At this level the company consistently produces usable products and their desirability is on the rise.
  • A company would be considered Institutionalized when it starts considering itself as a human-centered solutions company rather than a technology company. Such a drive needs to happen from the top leadership. A company at this level not only produces consistently usable products, it also produces products which are desirable to its customers.

In this path of companies' maturity, two levels are hardest to cross:

  • Unrecognized to Recognized: This change represents a major cultural change for a technology company. In the past, technology has been a major strength of the company and was always sufficient to deliver what the client wanted. However, the very success of technology and its wide spread has changed the world. It is important to recognize that success of the past is the very reason why the future needs to be different.
  • Implemented to Integrated: Once a company recognizes that they have a problem, there is usually enough maturity in the processes to make financial investments to move to Considered (training, consultants etc.) and then to Implemented (specialized HCI group). This is where they face the next major barrier. Moving from Implemented to Integrated requires a significant change of scale - it is not a matter of setting up a group of 8-10 HCI specialists any more. HCI people need to be a part of each project within the company. That can be quite a task for a company of 5,000+ people and 500+ projects annually.

The HCI Maturity of Indian IT Companies
 

1994 - The Dark Ages
In 1994, the only Indian IT companies that employed designers were companies involved in multimedia content development. Some of these were already employing user-centered design techniques. A few mainstream IT companies did have a course on 'Graphical User Interfaces' in their training departments, but the quality of these courses was often poor and the contents were rarely taken seriously or applied in projects.
1994 - The Dark Ages
1999 - The Net Years
By 1999, many of the early multimedia companies had evolved into mature web and e-learning operations with active interface design / information architecture groups. Multi-national companies were setting up usability groups within their Indian subsidiaries. A few medium-sized mainstream companies were beginning to conduct training programs in HCI for their employees. But the bulk of the Indian IT companies were well within the unrecognized level.
1999 - The Net Years
2004 - The Scene Today
The companies that started out early are today on the verge of the implemented level - some geographical locations and some verticals always have significant HCI inputs. The HCI practice within these organizations is rapidly becoming mainstream, and some amount of process improvement has already begun. Meanwhile, the whole host of the Indian IT industry is on the verge of moving from a blissfully unrecognized level to the rude, recognized one. Increased awareness and business pressures are an important cause.
2004 - The current scenario
2009 - A Prediction
This is where I stick my neck out and hazard a prediction. I expect the maturity process to move forward by year 2009. The top quarter of Indian companies will be well integrated by then, continuously improving their processes and claiming a premium for their services and products. The second and third quarters would be implemented, i.e. they will certainly have a group of HCI professionals with the right skills. Only the fringe companies, or companies deeply focused on 'pure' technology would remain without HCI inputs by 2009.
2009 - A prediction

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Challenges in the Indian Context

Following is a discussion of the key challenges in the path of usability maturity of the Indian IT industry.

Lack of Awareness

Education, or the lack of it, is the main reason why there is less awareness about this field. Even today, very few engineering students have even the option of getting inputs in HCI. There is a great need to start electives, if not compulsory courses, in HCI that every student passing out of IT and CS departments of engineering colleges, NITs and IITs takes.

The 'client-centered' business model of IT service companies, I believe is the other reason why the awreness of HCI is low. Like many quality aspects, most HCI deliverables are 'taken for granted' by customers, and will not be explicitly asked for up-front, unless there is experience of prior pain. As a result, the first client disaster is the usual 'wake-up call'. 

Lack of Skills

In its brief history, the field of HCI has widely adapted several techniques from its parent disciplines. There are techniques for understanding users and analyzing their requirements (contextual inquiry, focus groups, work models, affinity diagrams etc.), techniques for goal-driven creative design (brainstorming, personas, scenarios, storyboards etc.) and techniques for iterative evaluation (heuristic evaluation, user tests, expert reviews, card sorts etc.).

Few educational institutes in India teach these specialized skills in the context of design of interactive products. Estimates of how many specialized HCI professionals India needs vary from a modest 40,000 to a high 400,000 [2]. But even the smaller figure is much higher than the currently estimated industry strength of about 700 professionals.

Current Techniques Don't Suit the Indian Business Model

Current techniques extensively rely on close and continuous contact of the HCI design team with the users. The business model of both product and service companies in India relies on distributed development, with the bulk of the work being done 'off-shore' from the target users. Moreover, the people involved in the 'on-site' components of projects typically are involved in marketing or project management activities and are often disinclined to do HCI related tasks.

Converting HCI into a Business Proposition

Finally, HCI activities in India will become sustainable only in those companies that are able to convert them into profitable business opportunities. There is no disputing the fact that there is potential in HCI for Indian companies. HCI skills could possibly be the key that makes the Indian IT industry earn 10-40 billion USD by year 2010, instead of the projected 8 billion USD [3]. But potential does not automatically get realized into the bottom line unless there is a plan to do so at the top.

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Research Opportunities: HCI and SE

Software engineering (SE) has been a major strength of the Indian IT industry. Though SE and HCI evolved as almost independent disciplines, they have a lot of common ground between them.

Process
 

Both HCI and SE have the common goal of converting the problems and opportunities into a tangible, interactive product or system. There are many believers of the iterative approach to product development in both fields. On a cursory scan of the phases in both HCI and SE it might appear that all activities involved in HCI design process (analyze, design and evaluate) are included in the development process of SE.
However, the similarities are deceptively simple. For example, all analysis, brainstorming, system design and evaluation activities of the HCI process are supposed to be a part of the requirements analysis phase of the SE process. Detailed interface design and evaluation continues into construction and testing phases. There are also qualitative differences in user-centered approach and iterations. There is a need to develop an integrated approach to product development that takes into account the work of both disciplines. 

Boundary Techniques and Objects
 

HCI professionals use several, well-developed techniques for user studies, analysis, interaction design and usability evaluation. These techniques produce many deliverable objects. Neither have these techniques crossed over to SE, nor are the objects currently delivered in a form that can be consumed in the SE process directly. This leads to duplication of work and loss of information in the translation. There is a need to develop boundary techniques and objects that are suitable to both fields. Further, it is essential to make these practical in the context of the distributed development model of Indian business.
HCI SE

Estimation

  Function Point Analysis

User Studies

Contextual Inquiry  
Focus Groups  

Analysis

Work Models  
Affinity Diagram  

Design

Brainstorm  
Personas Actors
Scenarios Use Cases
Conceptual Models Architecture

Evaluation

Heuristic Evaluation Code review
User Test Structural testing
Think Aloud Functional testing
Card Sort  

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Conclusion

Indian IT service companies have the opportunity to move up the value chain and product companies have the opportunity to dominate the market in the next five years, provided they acquire skills, modify and continuously improve techniques to suit their business model find ways to make HCI sustainable. Specifically, opportunities lie in developing common ground of SE and HCI processes and in creating boundary techniques and objects in both professions.

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References

[1] Earthy J, Usability Maturity Model: Human Centeredness Scale, Lloyd’s Register (1998)

[2] Nielsen J, Offshore Usability, http://www.useit.com/alertbox/20020916.html last accessed on December 13, 2004

[3] The Economic Times, November 11, 2004, India set to capture IT biz worth $8 bn, http://www.nasscom.org/artdisplay.asp?Art_id=3657 last accessed on December 13, 2004

© 2004, IDC, IIT Bombay

 
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