vBrown Bag Tech Talk: OpenStack Persona Ju Lim Red Hat May 2014 Email: julim@redhat.com IRC: julim on #openstack- ux
Agenda ● Brief Introduction ● Persona Overview ● OpenStack Personas ● How Can You Help? ● More on Personas and UX
What are Personas? ● Personas give the user a seat at the table every time without user needing to be present ● Keeps the end users involved in the product from the very beginning ● Stand-ins for real users to guide decisions about design and functionality ● Developed based on surveys and interviews with real users ● Concentrates on what a user does, what frustrates the user, and user’s expectations ● Focuses planning, design, and development thinking by posing questions: ○ Would John do this? ○ How would John do this?
Why use Personas? ● Identify opportunities and product gaps to drive strategy ● Provides quick and easy way to test, validate and prioritize ideas throughout development ● Give focus to projects by building a common understanding of customers across teams and projects ● Help project teams empathize with users, including their behaviors, goals, and expectations ● Serve as a reference tool that can be used from strategy through to implementation
What are we doing about Personas? ● OpenStack Personas Working Group: https://wiki.openstack. org/wiki/Personas ○ Expands on early persona efforts by Dave Neary ○ How to join, what we’ve done to-date, status, etc. ● Started late 2013 ● Multiple companies contributing ● Invitation to participate and share cloud experience: https://wiki.openstack. org/wiki/Personas-screener#OpenStack_.2F_Cloud_Persona_Survey ● Several persona interviews later...
Let’s meet Ben and Daichi... ● A series of personas were created to help with the planning, design and development of OpenStack ● Personas are still work in progress and based on real data
OpenStack Persona Spotlight - Ben Schofield Ben Schofield is a Cloud Architect/Administrator at a Fortune 500 company. He has worked there for 3 years and is responsible for looking into cloud technologies, prototyping tools and applications for production use, driving adoption of cloud and cloud technologies within his company. He mostly works in the office, and he loves outdoor activities and riding his motorcycle. 1) How do you use Horizon today? I regularly log into Horizon to monitor the health and resource utilization of my infrastructure and to identify potential issues. I also use it to visualize my network topology. I sometimes use Horizon to spin up instances but use a combination of CLI and scripts to automate larger tasks. 2) How does your company use OpenStack today? 5) What are the key obstacles that you see with OpenStack today? We’re using the last OpenStack release for both test and production environments for I don't feel there are any big obstacles as I've been able to work around most issues so multiple medium sized private clouds (~150 nodes). We try to stay as up-to-date with far. I'm hopeful that OpenStack will continue to improve and make my job easier. the latest release but can be 6 months to 1 year behind. We like to take advantage of new releases for their newer features. 6) When do you think your company will adopt OpenStack for all its IT functions? Right now, we’re using OpenStack in production for some application workloads. We 3) Tell us about the users of your cloud. still have many applications not in the cloud. For the next couple years, we'll probably We have approximately 300 users. They are a mix of both self-service end-users as well continue to have this mixed environment, though we're planning to put all new as end-users requesting resources that we fulfill. applications in the cloud and slowly migrate as many of our applications to the cloud. I still expect some subset of applications and/or physical infrastructures that will remain 4) What do you think about working with the OpenStack community? as-is. I like how vibrant and active the community is at sharing information. I like to tinker and try things out. If I get stuck, I’ll ask questions via IRC or the mailing list and someone always responds. I’m very optimistic about the future of OpenStack. I wish I had time to contribute to OpenStack, but I’m too busy in my current role to do so. Created by: The OpenStack User Experience Team | https://wiki.openstack.org/wiki/Personas
OpenStack Persona Spotlight - Daichi Nakamura Daichi Nakamura is a Cloud Engineer at a mid-sized research university in Ibaraki, Japan. He is responsible for operating an OpenStack based private cloud that provides compute and storage resources to researchers at the university. He loves hiking, watching movies and karaoke. 1) How do you use Horizon today? Hmmmm, I don’t use Horizon all that much, there are a few things that are easy to do in the GUI - like getting an overview of things. For most things, I use the CLI. The end users do use Horizon quite a bit, for things like spinning up instances and uploading files. 2) How does your company use OpenStack today? We use it to analyze lots of research data. We’re a university and have a lot of physicists 5) What are the key obstacles that you see with OpenStack today? and other scientists working with huge amounts of data that need a lot of compute We’ve had a few bumps along the way with issues that come up that are new to us. resources. We’re also testing some production workloads. There isn’t always documentation, probably because OpenStack is new, so some of the problems we see haven’t been seen by a lot of other people. That means I have to 3) Tell us about the users of your cloud. experiment on my own to solve problems, but you can usually get help from the mailing So, there’s maybe 75 right now? Some of them submit their jobs to an admin, and we lists. I do wish sometimes there was more documentation of specific solutions, make sure it gets done. Some of the other users have access through Horizon, so they especially around networking. can experiment a bit more -- these are the more developers types, not the scientists. People really appreciate the service; those who use it are really starting to depend on it, 6) When do you think your company will adopt OpenStack? which is exciting for us to see. It’s not so much a matter of when, it’s going to be gradual. We’ll run our workloads where they work best for both the technology and the skills we have on staff. As we 4) Are you involved in the OpenStack Community? become more expert in OpenStack, and begin building new apps in a ‘cloudy’ way, we’ll I wouldn’t say I’m ‘involved.’ I follow the [operator’s] mailing list and some blogs. I’ve move more stuff into our private cloud and grow that. It’ll be gradual, I don’t know if contributed code before -- when we found a bug and patched it. But other than that, I’m we’ll ever be 100% OpenStack. We’ll see. not all that involved. Created by: The OpenStack User Experience Team | https://wiki.openstack.org/wiki/Personas
How Can You Help? ● Get Involved! ● Join Persona working group ● Sign-up for a persona interview ● Help promote and use personas in your contributions to OpenStack
More on Personas and UX ● “User Experience in the OpenStack Community” Wednesday, May 14 • 3:30pm - 4:10pm Room B314 More details at: http://sched.co/1rB8cEK ● Various Horizon and User Experience Sessions at the Juno Design Summit ○ See consolidated list at: https://docs.google. com/document/d/1Uk9QbEB397ZHobfEy90LdrzIRyYpV0ZDcsjtIiQuZb I/edit
Useful Links Persona Working Group ● Wiki: https://wiki.openstack.org/wiki/Personas ● Mailing List: http://lists.openstack.org/cgi-bin/mailman/listinfo/openstack- personas ● Etherpad: https://etherpad.openstack.org/p/persona-working-group ● Persona Blueprint: https://blueprints.launchpad.net/openstack- ux/+spec/horizon-personas User Experience Team ● UX Wiki: https://wiki.openstack.org/wiki/UX#OpenStack_User_Experience
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