Understanding the
Conversation Design Process

5. Design

  • Design deliverables are:

    • Iterative, not “all or nothing”

    • Delivered in “chunks” or sections, grouped by primary functionality depicted in the design specification.

    • Delivered when ready for review

    • Design time needed for each section can vary considerably, depending on size and complexity.

      • Don’t insist on “scrum-ifying” this process, forcing it into a standardized, uniform, time-boxed sprint duration. It just doesn’t work that way…

      • Instead, focus on the overall time allotted for design (as calculated in the CD Project Estimation Tool)

  • The process must be taken in order:

    • Design a Complete Unit

      • Including API calls

      • Some areas may need to be “stubbed out” if they link to unfinished design sections

    • Design Review (see below)

    • Unit Testing

      • WOZ, Usability, A | B, Other as needed

      • Very small, simple units may not require testing

    • Signoff Approval for the unit

      • This is a gating factor, prior to development!

      • Stakeholder Signature Approval is required, and must be obtained from all stakeholders, before exiting this phase

    • Development of the unit

      • Stubbed-out links may need to be revisited, when the linked sections are developed

  • Design Reviews are:

    • Done in 3 “flavors”:

      • Peer Reviews, conducted by and for internal teammates

        • Can include Designers, Developers, NLAs, QA

        • Signoff not required, but Internal Review must be conducted before a client-facing review

      • External review with the client

        • Design reviews are led by Design, never by Development, Project Management, Solution Management, Sales, or Business Analysts

        • Natural Language reviews are led by NLAs

        • PM, BA, and Dev are stakeholders but do not lead Design or NL review

      • (For Voicebot / IVR only) Internal Audio Review

        • Check TTS, audio quality, latency, equalizing, prosody

    • Conducted before moving to Unit Testing