FOR LEAN AND AGILE TEAMS USER RESEARCH

Transcription

1 FOR LEAN AND AGILE TEAMS USER RESEARCH

2 ABOUT ME DANI Director of UX, Digital at Pegasystems Author, Drupal for Designers (O Reilly) O Reilly Video presenter: Designing with Empathy and Learning UX Fundamentals

3 LET S TALK ABOUT USER RESEARCH

4 LET S TALK ABOUT USER RESEARCH WHY DO USER RESEARCH? TO LEARN: How do people really use the product? Where should we focus our improvement efforts? Is this thing we re building actually solving a problem for people? Can people figure out how to use the product, and what they would use it for?

5 WHY DO RESEARCH? ASSUMPTIONS CAN BE DANGEROUS. Let s talk about

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8 AND THERE WAS MUCH REJOICING

9 LEAN RESEARCH METHODS

10 LEAN RESEARCH METHODS WHAT MAKES THEM LEAN? Supplement in-person research with online tools Make use of available opportunities/audiences Reduced reliance on: Usability Labs High-end recording equipment Extensive travel

11 IN-PERSON/ONLINE USABILITY TESTING

12 LEAN RESEARCH METHODS USABILITY TESTING Moderated testing Remote or in-person Combine with interview questions for persona research Unmoderated testing TryMyUI, UserZoom, UserTesting.com Quicker to plan and get results

13 LEAN RESEARCH METHODS HOW/WHEN? Benchmark key workflows every 3-6 months Establish baseline usability prior to redesign Evaluate in-process designs pre-development Evaluate improvements post-launch

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15 FORMATIVE/GENERATIVE INTERVIEWS AND ETHNOGRAPHY

16 LEAN RESEARCH METHODS INTERVIEWS AND ETHNOGRAPHY Learn how people do things related to the problem your product solves, outside the context of your product organize content move through a process learn how to do something

17 LEAN RESEARCH METHODS HOW/WHEN? User group conferences Interview attendees and observe working sessions Set up a booth at the conference or have a colleague recruit participants for you Combine with usability tests Background questions can inform persona research

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19 QUICK & DIRTY SCREENSHOT & INFORMATION ARCHITECTURE TESTS

20 LEAN RESEARCH METHODS SCREENSHOT & INFORMATION ARCHITECTURE TESTS Screenshot tests Rapidly assess the findability of key elements Gather preferences on different designs Tree tests/card sorts Learn how people find things in your navigation Learn how people group content on their own

21 LEAN RESEARCH METHODS HOW/WHEN? Refining information architecture and navigation Trying to decide among multiple designs Trying to make a case for a politically controversial change

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23 LET S TALK ABOUT RESEARCH PLANNING

24 RESEARCH PLANNING START WITH GOALS Involve stakeholders early Show how research aligns with business goals Get specific: can people understand how [element] works? vs. what are the pain points?

25 RESEARCH PLANNING IDENTIFY PARTICIPANT GROUPS Start with market segments Identify key behaviors or attitudes related to the product that you re looking for Avoid Starbucks/ hallway research unless that s where your users actually are

26 RESEARCH PLANNING PLAN YOUR PROTOCOL What method will you use? What questions will you ask? What tasks will people perform? What logistics are needed? Recording equipment? Participant compensation? Travel arrangements?

27 RESEARCH PLANNING DO YOUR RESEARCH! Record interviews and usability tests Bring your phone with you to take notes and pictures during ethnography Jot down insights as they happen, but don t obsess about taking notes

28 LET S TALK ABOUT REPORTING FINDINGS

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30 REPORTING FINDINGS PERSONAS Define/explain a subset of user behavior related to your product Inform the design of improvements and new features John (Life-Long Student) ABOUT John looks at HBR velopment informa he reads articles wi bits of wisdom that When sharing, he s snippet of the artic he s trying to conve GOALS Retain the kno HBR s content colleagues. Helps to prioritize the user types that are most valuable The way that you d interact with HBR is more the way you would interact with a book than with a website. HBR TRIBES Ambitious Learner Strategy Implementer Big Picture Leader RELATIONSHIP WITH HBR Long time reader/follower; relatively new subscriber or recently lapsed HOW THEY FIND CONTENT PRIMARY DEVICES HABITS & BEHAVIORS 1. Keeps paper or P with him. 2. Will use hbr.org so he can refer b 3. Likes to mark up 4. More likely to fin .

31 REPORTING FINDINGS USABILITY TEST FINDINGS Include study logistics (goals, participants tasks, etc.) Key findings in memo/bulleted list for quick scanning Include recommendations with annotated screenshots Add to internal wiki to keep reports searchable and sharable across organization

32 REPORTING FINDINGS CUSTOMER JOURNEYS Show the end-to-end process a customer goes through Good for understanding: steps involved people involved tools used emotions through stages

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