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4ORCE Digital




Introduction to User Experience
Techniques




Wednesday, February 22, 2012      Jake Truemper @trump29
“User Experience” Encompasses...
...all aspects of the end-user's interaction with the company, its services,
and its products.

- Nielsen Norman Group




                                                                  UX TE CHNIQ UES   2
Technique Overview
Usability Testing               Visual Testing
e.g. Lab Usability Testing      e.g. Moodboard Testing

Interaction Design              Ideation Sessions &
e.g. Low-Fidelity Prototyping   Consensus Building
                                e.g. Persona Development
Field Studies
e.g. Contextual Inquiry         Expert Feedback
                                e.g. Expert Review
Information Architecture
e.g. Card Sorting               Post-Release Testing
                                e.g. A/B Testing
Opinion-Based Feedback
e.g. User Diaries




                                                           UX TE CHNIQ UES   3
Usability Testing




4    U X TE C H NI QUE S
Lab Usability Testing
The most established of user testing techniques, lab usability testing is
an observation-based study in which representative users perform
task-based testing on a site or product.




 5   U X TE C H NI QUE S
Unmoderated Usability Testing
Unmoderated usability testing is conducted remotely without a
facilitator. Modern tools collect user feedback by recording online
behavior as users complete relevant tasks.




 6   U X TE C H NI QUE S
Additional Usability Testing Variations
> Remote Testing

> Competitor Testing

> Comparative Testing

> Open Web Testing

> Accessiblity Testing

> Mobile Testing / Other Device Testing

> Document / Collateral Testing




                                          UX TE CHNIQ UES   7
Interaction Design




8    U X TE C H NI QUE S
Low-Fidelity Prototyping
Traditionally, low-fidelity prototyping used hand-drawn prototypes.
Now, with tools that emulate the rough “sketchy” style of a hand-drawn
prototype, pen and paper are less frequently used. Hand-drawn or not,
low-fidelity prototypes are raw images with little to no visual branding
applied.




 9   U X TE C H NI QUE S
Additional IXD Technique Variations
> Mid-Fidelity Prototyping

> High-Fidelity Prototyping

> Wireframing (Skeletal Wireframes, Functional Spec Wireframes)




                                                                  UX TE CHNIQ UES   10
Information Architecture




11   U X TE C H NI QUE S
Card Sorting
Card Sorting is a technique for improving the findability of content
within a system. During a card sort users are given a series or “cards,”
each labeled with a piece of content and are asked to sort them into
intuitive categories. Maybe be an open card sort or closed (users
provide category names or not).




12   U X TE C H NI QUE S
Additional IA Technique Variations
> Tree Testing

> Story Boarding

> Mindmapping/Process Flow Diagraming

> Free Listing




                                        UX TE CHNIQ UES   13
Field Studies




14   U X TE C H NI QUE S
Contextual Inquiry
An end user tests an interface, product, or service within the
environment which they will use it. CI typically begins with an interview
phase where the UX pro asks prepared questions. The user is then
asked to act as a mentor, teaching the UX professional how they
interact with a system.




15   U X TE C H NI QUE S
Additional Field Study Variations
> Overt or Covert Field Studies

> User Interviews

> True Intent Studies




                                    UX TE CHNIQ UES   16
Visual Testing




17   U X TE C H NI QUE S
Moodboard Testing
Moodboards are visual representations of brand attitudes that are
tested with users prior to the creation of full visual design comps.
Moodboards include imagery style, color palettes, typography,
textures, etc., creating the overall feel of the site without layout or
interaction design.




18   U X TE C H NI QUE S
Additional Visual Testing Variations
> Preference Testing

> Icon Testing




                                       UX TE CHNIQ UES   19
Ideation & Concensus Building




20   U X TE C H NI QUE S
Persona Development
Persona development distills user findings down to fictional characters
whose demographic information, needs and desires represent larger
user segments.




21   U X TE C H NI QUE S
Additional Ideation & Consensus Building
Technique Variations
> Ideation Sessions

> UX Illustration/Whiteboarding

> Co-Design

> Workshops




                                    UX TE CHNIQ UES   22
User Opinion Studies




23   U X TE C H NI QUE S
User Diaries
Users keep a journal of their interactions with a system over an
extended period of time.




24   U X TE C H NI QUE S
Additional User Opinion Techniques
> Focus Groups

> Surveys




                                     UX TE CHNIQ UES   25
Expert Feedback




26   U X TE C H NI QUE S
Expert Review
An evaluator provides insights on the usability of the interface based
on best practices — a quick and dirty means of getting usability
feedback. Often a precursor to other user-centered design activities.




27   U X TE C H NI QUE S
Additional Expert Feedback Variations
> Heuristic Analysis

> Content Inventory/Audit

> Accessibility Review

> Brand Analysis

> Competitor Analysis




                                    UX TE CHNIQ UES   28
Post-Release Testing




29   U X TE C H NI QUE S
A/B Testing
A/B testing compares two or more versions of a page on your live site
by randomly dividing users between the pages and evaluating
analytics data.




30   U X TE C H NI QUE S
Additional Post-Release Techniques
> Analytics

> Summative Usability Testing




                                     UX TE CHNIQ UES   31
General Tactics




32   U X TE C H NI QUE S
General Tactics
> Iterative Testing and Design

> Fidelity Shift

> Guerrilla/Discount/Lean UX

> Eye Tracking




                                 UX TE CHNIQ UES   33
Questions?
Jake Truemper
@trump29

4ORCEdigital.com




34   U X TE C H NI QUE S
UX Techniques

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UX Techniques

  • 1. 4ORCE Digital Introduction to User Experience Techniques Wednesday, February 22, 2012 Jake Truemper @trump29
  • 2. “User Experience” Encompasses... ...all aspects of the end-user's interaction with the company, its services, and its products. - Nielsen Norman Group UX TE CHNIQ UES 2
  • 3. Technique Overview Usability Testing Visual Testing e.g. Lab Usability Testing e.g. Moodboard Testing Interaction Design Ideation Sessions & e.g. Low-Fidelity Prototyping Consensus Building e.g. Persona Development Field Studies e.g. Contextual Inquiry Expert Feedback e.g. Expert Review Information Architecture e.g. Card Sorting Post-Release Testing e.g. A/B Testing Opinion-Based Feedback e.g. User Diaries UX TE CHNIQ UES 3
  • 4. Usability Testing 4 U X TE C H NI QUE S
  • 5. Lab Usability Testing The most established of user testing techniques, lab usability testing is an observation-based study in which representative users perform task-based testing on a site or product. 5 U X TE C H NI QUE S
  • 6. Unmoderated Usability Testing Unmoderated usability testing is conducted remotely without a facilitator. Modern tools collect user feedback by recording online behavior as users complete relevant tasks. 6 U X TE C H NI QUE S
  • 7. Additional Usability Testing Variations > Remote Testing > Competitor Testing > Comparative Testing > Open Web Testing > Accessiblity Testing > Mobile Testing / Other Device Testing > Document / Collateral Testing UX TE CHNIQ UES 7
  • 8. Interaction Design 8 U X TE C H NI QUE S
  • 9. Low-Fidelity Prototyping Traditionally, low-fidelity prototyping used hand-drawn prototypes. Now, with tools that emulate the rough “sketchy” style of a hand-drawn prototype, pen and paper are less frequently used. Hand-drawn or not, low-fidelity prototypes are raw images with little to no visual branding applied. 9 U X TE C H NI QUE S
  • 10. Additional IXD Technique Variations > Mid-Fidelity Prototyping > High-Fidelity Prototyping > Wireframing (Skeletal Wireframes, Functional Spec Wireframes) UX TE CHNIQ UES 10
  • 11. Information Architecture 11 U X TE C H NI QUE S
  • 12. Card Sorting Card Sorting is a technique for improving the findability of content within a system. During a card sort users are given a series or “cards,” each labeled with a piece of content and are asked to sort them into intuitive categories. Maybe be an open card sort or closed (users provide category names or not). 12 U X TE C H NI QUE S
  • 13. Additional IA Technique Variations > Tree Testing > Story Boarding > Mindmapping/Process Flow Diagraming > Free Listing UX TE CHNIQ UES 13
  • 14. Field Studies 14 U X TE C H NI QUE S
  • 15. Contextual Inquiry An end user tests an interface, product, or service within the environment which they will use it. CI typically begins with an interview phase where the UX pro asks prepared questions. The user is then asked to act as a mentor, teaching the UX professional how they interact with a system. 15 U X TE C H NI QUE S
  • 16. Additional Field Study Variations > Overt or Covert Field Studies > User Interviews > True Intent Studies UX TE CHNIQ UES 16
  • 17. Visual Testing 17 U X TE C H NI QUE S
  • 18. Moodboard Testing Moodboards are visual representations of brand attitudes that are tested with users prior to the creation of full visual design comps. Moodboards include imagery style, color palettes, typography, textures, etc., creating the overall feel of the site without layout or interaction design. 18 U X TE C H NI QUE S
  • 19. Additional Visual Testing Variations > Preference Testing > Icon Testing UX TE CHNIQ UES 19
  • 20. Ideation & Concensus Building 20 U X TE C H NI QUE S
  • 21. Persona Development Persona development distills user findings down to fictional characters whose demographic information, needs and desires represent larger user segments. 21 U X TE C H NI QUE S
  • 22. Additional Ideation & Consensus Building Technique Variations > Ideation Sessions > UX Illustration/Whiteboarding > Co-Design > Workshops UX TE CHNIQ UES 22
  • 23. User Opinion Studies 23 U X TE C H NI QUE S
  • 24. User Diaries Users keep a journal of their interactions with a system over an extended period of time. 24 U X TE C H NI QUE S
  • 25. Additional User Opinion Techniques > Focus Groups > Surveys UX TE CHNIQ UES 25
  • 26. Expert Feedback 26 U X TE C H NI QUE S
  • 27. Expert Review An evaluator provides insights on the usability of the interface based on best practices — a quick and dirty means of getting usability feedback. Often a precursor to other user-centered design activities. 27 U X TE C H NI QUE S
  • 28. Additional Expert Feedback Variations > Heuristic Analysis > Content Inventory/Audit > Accessibility Review > Brand Analysis > Competitor Analysis UX TE CHNIQ UES 28
  • 29. Post-Release Testing 29 U X TE C H NI QUE S
  • 30. A/B Testing A/B testing compares two or more versions of a page on your live site by randomly dividing users between the pages and evaluating analytics data. 30 U X TE C H NI QUE S
  • 31. Additional Post-Release Techniques > Analytics > Summative Usability Testing UX TE CHNIQ UES 31
  • 32. General Tactics 32 U X TE C H NI QUE S
  • 33. General Tactics > Iterative Testing and Design > Fidelity Shift > Guerrilla/Discount/Lean UX > Eye Tracking UX TE CHNIQ UES 33