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Research

What is User Research?
“It’s a reality check. It tells you what
really happens when people use
computers. You can speculate on what
customers want, or you can find out...
Research offers an understanding of
how users behave online, and is a solid
foundation on which to build a design. "
                           - Jakob Nielsen

User Research
Research

When is User Research done?
• It’s important to get user
                      feedback during the critical parts
                      of the project.

                    1. Research
                        •   Talk to users: Who they are,
                            What they do and experiences
                            with current solution.
                        •   Positive &/or negative points
                            about current solution.
                        •   End product: Personas.

1. Research Phase
• Useful information to know at this stage:
    1. User Information:
    • Age, gender, education, skills & employment etc. will help put the users in
         perspective.
    2.   Thoughts on current solution:
    •    Positive or negative experiences with the current solution.
    3.   Their wants & needs:
    •    Get users to express about the solution from the user. This will help refine
         the solution so that it meets users needs.




1.1 Information during Research
• At the end of the Research stage you should have a
    set of user profiles called Personas!
•   Details on a persona may vary depending on a
    project. Can cover:
      1. Personal information
      2. Personality traits : Experience, conscientiousness,
         extraversion etc.
     3. Criteria to architect around: Internet literacy etc.
     4. Motivations: Mastery, Enjoyment, Self confidence,
         Recognition, etc.
     5. Content to implement: Videos, images, tool etc.


1.2 Create Personas
2. Evaluation
                         • Feedback from users on the
                           proposed solution.
                         • Let users interact with solution and
                           give their thoughts.
                         • From my experience, 2 reviews is
                           ideal. Allows you to get feedback on
                           changes.




2. Evaluation Phase
• Useful information needed:
    1. User Information:
    • Get an idea of the users‘ skill levels in internet literacy, technology as well
       information on age, gender, education & employment.
    2. Solution Feedback:
    • Users explore the solution or conduct tasks. Encourage users to talk freely
       about their interactions and expectations.




2.1 Information during Evaluation
Research

Types of Research
Interviews              Focus Group     Card Sorting




   Questionnaires              User Testing       Other

Ways to Research your users
•   Interviewing is a qualitative approach.
                           •   Allows users to state their opinions and
                               go in-depth.
                           •   It’s good to use open-ended questions
                               to allow users to express their
                               experiences.
                           •   Having a series of questions you want to
                               ask beforehand.




Interviews – What is it?
•   Gives you rich information.
•   Breakdown complex subjects.
•   Insight into a persons reasoning
•   Opportunity to get user’s
    perspective, into their psyche & own
    experiences.
•   Form tangents. Able to respond to
    user’s answers and ask more            Example of an one to one interview
    questions. Methods like
    Questionnaires don’t allow you to do
    this effectively.



Interviews - Why use it?
• Mainly use close-ended questions,
                                              but open-ended questions can be
                                              useful to add depth.
                                          •   Use Likert scale. It is an effective way
                                              to measure positive & negative
                                              responses.
                                          •   Split questions into sections. Easier
                                              to be filled out.
Example of an online survey we used for
HeartMatters                              •   Limit the number of questions.
                                               •   Don’t want a lot of open-ended
                                                   questions.
                                               •   Close-ended questions can be answered
                                                   quickly.


 Questionnaire – What is it?
• Allows users to be more objective.
• Can be a quick response, which
    people can do in their own time.
•   Data to be collected from a large
    group easily.
•   Capturing user feedback in
    measurable way.
•   To get best results you should use it
    with other methods such as user
    testing.
                                            Example of a questionnaire/online survey we
                                            have used.



Questionnaire – Why use it?
• Keywords &/or nav items on cards.
                             • Two types:
                                 1. Open: Users told to organise cards with
                                    site contents into groups they define.
                                 2. Closed: Users told to organise cards into
                                    particular groups.


Example of card sorting      • Ideally you want to perform the
                               exercise multiple times with small
                               groups. This allows you to see if
                               there are any common patterns.



Card Sorting - What is it?
• Inexpensive and insightful method.
• Help restructure the site’s navigation
    & improve findability.
•   Interesting exercise to get users
    actively engaged.

• “Provide insight into users’ mental
    models, illuminating the way that
    they often tacitly group, sort and
    label tasks and content within their
    own heads.” - Information Architecture for   Example of card sorting we did for BHF
    the World Wide Web


Card Sorting - Why use it?
• Getting real-life users to interact
                                                    with the site and get their feedback.
                                                •   Two types of testing:
                                                     1. Online testing: Users explore a
                                                        web link and fill a survey at the
                                                        end.
                                                     2. Lab testing: Can have user to either
Example of In-Lab user testing we did for IET           think out loud or complete
Using Morae as the software .                           scenarios.
                                                • Jakob Nielsen identified that with 15
                                                    users you can pick up 100%
                                                    problems. Ideally, groups of small
                                                    users works better.

User Testing – What is it?
• Perfect opportunity to see users in
    action and identify real problems.
•   Getting users responses.
•   Use of statistics: Look at completion
    & error rates.
•   Leads to quick wins such as improve
    users experience and completion         Example of In-Lab user testing we conducted.
    rate.




User Testing – Why test?
• Group of users discuss certain topics. It can
                                                   last up to 2-3hours.
                                               •   Identify a clear objective for your focus
                                                   group. What are you aiming to achieve?
                                               •   Have a services of questions & topics to talk
                                                   around. Open-ended questions are ideal.
                                               •   Have a variety of users, which represent the
Example of a focus group we did for Barclays       audience.
                                               •   Encourage everyone to participate and talk
                                                   by asking their opinions.
                                               •   Try not to lead users, but follow up on what
                                                   they say.
                                               •   For more on focus groups . It is worth
                                                   reading this

Focus Groups – What is it?
• Good approach to use at the start of
    the project to get an idea of what
    users are thinking about the current
    or new solution.
•   Create insightful debates. See what
    people agree or disagree with.
•   Users can share their own
    experiences. This can give further     Example of a focus group we did for BHF
    insight into the users’ mind set.




Focus Groups – Why use it?
•   In-lab eye tracking study involves users
                              interacting with a site, whilst you track
                              eye movement.
                          •   The following two are more stats based
                              rather than reasons from users:
                          •   CrazyEgg allows the tracking of on-
                              page clicks and other on-page
                              movement.
                          •   Google Analytics allows you to analyse
                              web traffic. View onsite usage,
                              conversion rate, bounce rate etc. Gives
                              you a lot of interesting statistics.
Example of a Heat Map

Other Useful Approaches
Research

When to use each approach?
• Research phase. The ideal             • Evaluation phase. The ideal
  approaches to get information:          approaches to get feedback:
   1.   Focus Groups                       1.   User Testing
   2.   Interviews                         2.   Questionnaires/Online Surveys
   3.   Questionnaires/Online Surveys      3.   Eye Tracking
   4.   Card Sorting                       4.   Web Traffic
   5.   Web Traffic




When to use each approach?
Evaluate

Last Word
USERS FIRST
• All in all, user involvement is very important. It’s essential for you to engage with
  the users as much as you can. Their thoughts are important and will help you
  create the perfect solution for them and the client.



Last Word
Thanks ^ _ ^



Shean Malik


shean@zabisco.com
0203 1511 330

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User Research

  • 3. “It’s a reality check. It tells you what really happens when people use computers. You can speculate on what customers want, or you can find out... Research offers an understanding of how users behave online, and is a solid foundation on which to build a design. " - Jakob Nielsen User Research
  • 4. Research When is User Research done?
  • 5. • It’s important to get user feedback during the critical parts of the project. 1. Research • Talk to users: Who they are, What they do and experiences with current solution. • Positive &/or negative points about current solution. • End product: Personas. 1. Research Phase
  • 6. • Useful information to know at this stage: 1. User Information: • Age, gender, education, skills & employment etc. will help put the users in perspective. 2. Thoughts on current solution: • Positive or negative experiences with the current solution. 3. Their wants & needs: • Get users to express about the solution from the user. This will help refine the solution so that it meets users needs. 1.1 Information during Research
  • 7. • At the end of the Research stage you should have a set of user profiles called Personas! • Details on a persona may vary depending on a project. Can cover: 1. Personal information 2. Personality traits : Experience, conscientiousness, extraversion etc. 3. Criteria to architect around: Internet literacy etc. 4. Motivations: Mastery, Enjoyment, Self confidence, Recognition, etc. 5. Content to implement: Videos, images, tool etc. 1.2 Create Personas
  • 8. 2. Evaluation • Feedback from users on the proposed solution. • Let users interact with solution and give their thoughts. • From my experience, 2 reviews is ideal. Allows you to get feedback on changes. 2. Evaluation Phase
  • 9. • Useful information needed: 1. User Information: • Get an idea of the users‘ skill levels in internet literacy, technology as well information on age, gender, education & employment. 2. Solution Feedback: • Users explore the solution or conduct tasks. Encourage users to talk freely about their interactions and expectations. 2.1 Information during Evaluation
  • 11. Interviews Focus Group Card Sorting Questionnaires User Testing Other Ways to Research your users
  • 12. Interviewing is a qualitative approach. • Allows users to state their opinions and go in-depth. • It’s good to use open-ended questions to allow users to express their experiences. • Having a series of questions you want to ask beforehand. Interviews – What is it?
  • 13. Gives you rich information. • Breakdown complex subjects. • Insight into a persons reasoning • Opportunity to get user’s perspective, into their psyche & own experiences. • Form tangents. Able to respond to user’s answers and ask more Example of an one to one interview questions. Methods like Questionnaires don’t allow you to do this effectively. Interviews - Why use it?
  • 14. • Mainly use close-ended questions, but open-ended questions can be useful to add depth. • Use Likert scale. It is an effective way to measure positive & negative responses. • Split questions into sections. Easier to be filled out. Example of an online survey we used for HeartMatters • Limit the number of questions. • Don’t want a lot of open-ended questions. • Close-ended questions can be answered quickly. Questionnaire – What is it?
  • 15. • Allows users to be more objective. • Can be a quick response, which people can do in their own time. • Data to be collected from a large group easily. • Capturing user feedback in measurable way. • To get best results you should use it with other methods such as user testing. Example of a questionnaire/online survey we have used. Questionnaire – Why use it?
  • 16. • Keywords &/or nav items on cards. • Two types: 1. Open: Users told to organise cards with site contents into groups they define. 2. Closed: Users told to organise cards into particular groups. Example of card sorting • Ideally you want to perform the exercise multiple times with small groups. This allows you to see if there are any common patterns. Card Sorting - What is it?
  • 17. • Inexpensive and insightful method. • Help restructure the site’s navigation & improve findability. • Interesting exercise to get users actively engaged. • “Provide insight into users’ mental models, illuminating the way that they often tacitly group, sort and label tasks and content within their own heads.” - Information Architecture for Example of card sorting we did for BHF the World Wide Web Card Sorting - Why use it?
  • 18. • Getting real-life users to interact with the site and get their feedback. • Two types of testing: 1. Online testing: Users explore a web link and fill a survey at the end. 2. Lab testing: Can have user to either Example of In-Lab user testing we did for IET think out loud or complete Using Morae as the software . scenarios. • Jakob Nielsen identified that with 15 users you can pick up 100% problems. Ideally, groups of small users works better. User Testing – What is it?
  • 19. • Perfect opportunity to see users in action and identify real problems. • Getting users responses. • Use of statistics: Look at completion & error rates. • Leads to quick wins such as improve users experience and completion Example of In-Lab user testing we conducted. rate. User Testing – Why test?
  • 20. • Group of users discuss certain topics. It can last up to 2-3hours. • Identify a clear objective for your focus group. What are you aiming to achieve? • Have a services of questions & topics to talk around. Open-ended questions are ideal. • Have a variety of users, which represent the Example of a focus group we did for Barclays audience. • Encourage everyone to participate and talk by asking their opinions. • Try not to lead users, but follow up on what they say. • For more on focus groups . It is worth reading this Focus Groups – What is it?
  • 21. • Good approach to use at the start of the project to get an idea of what users are thinking about the current or new solution. • Create insightful debates. See what people agree or disagree with. • Users can share their own experiences. This can give further Example of a focus group we did for BHF insight into the users’ mind set. Focus Groups – Why use it?
  • 22. In-lab eye tracking study involves users interacting with a site, whilst you track eye movement. • The following two are more stats based rather than reasons from users: • CrazyEgg allows the tracking of on- page clicks and other on-page movement. • Google Analytics allows you to analyse web traffic. View onsite usage, conversion rate, bounce rate etc. Gives you a lot of interesting statistics. Example of a Heat Map Other Useful Approaches
  • 23. Research When to use each approach?
  • 24. • Research phase. The ideal • Evaluation phase. The ideal approaches to get information: approaches to get feedback: 1. Focus Groups 1. User Testing 2. Interviews 2. Questionnaires/Online Surveys 3. Questionnaires/Online Surveys 3. Eye Tracking 4. Card Sorting 4. Web Traffic 5. Web Traffic When to use each approach?
  • 26. USERS FIRST • All in all, user involvement is very important. It’s essential for you to engage with the users as much as you can. Their thoughts are important and will help you create the perfect solution for them and the client. Last Word
  • 27. Thanks ^ _ ^ Shean Malik shean@zabisco.com 0203 1511 330