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User Testing
and Content Strategy

              By Ben Wallace
              @BenWallace
        Tuesday, March 20, 2012
               Prepared for
   Twin Cities Content Strategy Meetup
Agenda
Intro
How I got into Usability
What is UX, Usability and Usability Testing?
How Usability Testing can inform Content Strategy
Case Studies
Usability Resources
Discussion
...that, and the handle
@BenWallace   (not)            was already taken.




              "I don't Twitter," Wallace said at Quicken
              Loans Arena. "If you want to talk to me, you
              got to come see me. That's why I don't need
              Twitter." - Detroit Free Press
Intro

                           *




* Not   a licensed usability specialist
Many Local UX and Usability Experts
    Eaton Golden
     (Emily Eaton, John Golden, Mahtab Rezai, +)
    Evantage (Fred Beecher+)
    Straight Line Theory
    Fredrickson Communications (John Wooden+ )
    Katie Ware (Campbell Mithun)
    Kristi Olson (Deluxe)
    Susan Dray & David Siegel
    Lyle Kantrovich (Vivid Mojo)
    Libby Cecci
    “DeeDee” DeMulling (Oprum Insight)
    Garrick Van Buren
    Carlos Abler
    Peter Barry
    Jennifer Bombach
    Dan Hill (Sensory Logic)
    Corporate (e.g. US Bank, Target, Medtronic)
    U of M Usability Services
    HFI
    Perficient
    …..and many I’m sure I’ve overlooked (sorry)
How I got into Usability Testing
  Market Sensing a constant in brand/mktg strategic planning
    Org/Brand Strategy > Audit touchpoints > Interview stakeholders
    Voice of the Customer (VOC)
       at heart of strategy
       then, used for contextual feedback and direction on designs
  Brand Strategy mapped to Stakeholder Profiles and
  Experience across Touchpoints
    User Personas; Demographic and Psychographic profiles; Styleboards
    Interviews to identify impressions, position, differentiators,
  Started doing Interactive Design in 1995
    First interactive tools and Web design efforts
    Helped build out internal interactive services
    Evolving Web best practices
    User Task Scenarios
How I got into Usability Testing
  Project: Corporate Intranet
       Content Strategy                                           Easy
       Information Architecture (Site Map)
       User Interface (Wireframes)
       Search Strategy
       Business Process Facilitation (e.g. Benefits Enrollment)
  Methods
       Benchmarking
       Site Analytics (including search log analysis)
       Card Sorting
       Wireframe Paper Prototype Testing                          Info
       Survey
  Sample Results: Lifted by 10%+ (n=11,778)
     “Enrolling online was easy to do”
     “I had all the information I needed to make my enrollment
        decisions”
How I got into Usability Testing
  Professional Organization Involvement
  UPA- MN
    Events
    Board of Directors
  UPA-International
    Project: UPA Brand Strategy
    UPA Conference
    Influencers
        Lyle Kantrovich
        Steve Krug (Don’t Make Me Think)
        Susan Dray
        Ginny Redish
        Jared Spool
How I got into Usability Testing
  Factored into Web site Consulting Projects
  Hired to facilitate usability testing
What Is Usability?
What is Usability?
  Usability is concerned with product
   digital or interface’s ability to support a
   users desired task vs. holistic experience
  User Experience (UX)
      CHI: “In summary, we recommend the term
       user experience to be scoped to products,
       systems, services, and objects that a
       person interacts with through a user
       interface.”
      “…HCI researchers and practitioners have
       become well aware of the limitations of
       the traditional usability framework,
       which focuses primarily on user
       cognition and user performance in
       human-technology interactions. In
       contrast, UX highlights non-utilitarian
       aspects of such interactions, shifting the
       focus to user affect, sensation, and the
       meaning as well as value of such
       interactions in everyday life.
      ISO 9241-11: Guidance on Usability (1998)
       Usability: the extent to which a product can
       be used by specified users to achieve
       specified goals with effectiveness, efficiency
       and satisfaction in a specified context of use.
What is Usability?
Where brand intent and user intent meet, with minimal
 user effort.
  User:
    Task completion
  Brand:
    Objectives (often to support user task)
    Action Targets (conversions)
    Business Processes
    Brand Experience
What is Usability Testing?
        Evaluation Subset of Usability/ UX
          (Research, Evaluation, Design, Management )
        Defined user validation of intuitive, effective function
        Subjective feedback on interface and ability to complete
        Heuristic Usability Evaluation vs. User Validation
        Not QA testing, performance, stress, security, etc.

“…only the process that employs participants who are representative of the
target population to evaluate the degree to which a product meets specific
usability criteria (Barnum, 2002). Other practitioners use the term more
globally to refer to any technique used to evaluate how easy a product or
system is to use.”- TEST AND DATA SERVICES PTY (LTD)
Methods and Tools
  Observation
     Side-by-side
     Remote
     1-way glass
  Facilitated
     Scenarios
     Prompting
  Software Tools
     Screen Capture
        Morae (from TechSmith)
        Silverback
     Eye Tracking
Testing Process
  Develop testing plan
       Goals/ objectives
       User profiles and tasks
       Method, scripts, tools, etc.
    Recruit representative participants
    Create test materials (prototypes)
    Brief participants
    Facilitate evaluation
    User questionnaire
    Review findings / implications with team
    Refine test materials for next stage
    Revisit once implemented
Sessions
  Typical Formats
     Paper Prototypes/ Wireframes
     High Fidelity Prototypes
     Live Sites/ Software/ Products
  Observation and Facilitated Feedback around a Product/ interface
     Talk out loud
     Share open ended scenario
         (need, interest, search terms, where to look)
       Initial Reactions
       General Feel
       Expectations
       Where would you go? Why?
       Anything Missing? Not important? Confusing?
       Walk through task scenarios
  Survey
When to do Usability Testing?
  Early and Often (Agile, iterative)
  Various Stages
     Existing site
     IA
     Wireframes
     Design paper
     Design functional
     Live
How Can User Testing Inform
Content?
How Can User Testing Inform Content?
  Information + Functionality                         Persona Insights
      Relevance / Interest/ Appeal                       Mindset, emotional triggers, passions,
      Right information, missing information,             affiliations, preferences, character
       additions, cuts                                 Context/ Task Insights
      Overall presentation                               Steps, thought processes
  Terms                                                  Stories
     Topics                                              Frame of reference
     Natural language                                    ~ Empathy
     Navigation Labeling (UI)                         Competitive Comparison
     Keywords (SEO)                                      Web experience
  Grouping / Logic/ Navigation/                          Key differentiators
   Sorts                                               Validate as True to Brand
      Information Architecture (IA) - macro view       Expectations/ Reality
       and Web Site Maps                                  Confirmation of brand expectations
      Logical groupings and nesting (plus lateral        Reinforces aspects of product/svc. UX
       links, nav/sort options)
  Emphasis and Design
     Priority, order, number
     Format (size, color) ~Design (UI)
     Accessibility*
Cases
Prototype   Live Site
Prototype   Live Site
Other User Insight Methods
Other User Insight Sources…
  Web
    Site Analytics
    Search Analytics
    Social Sensing
    Eye Tracking/ Heat Maps (F pattern)
    A/B and Multivariate Testing
  Sales/ CSR/ Call Centers/ Channel Partners
  Interviews
  Surveys
  Observation/ Ethnographic Research
  Camera Studies
Usability Resources
(a sampling)
Resources – People / Sites/ Books
  Jacob Nielsen
    www.UseIt.com + Alertbox
  Jared Spool
    www.uie.com
  Steve Krug
    www.sensible.com
  Ginny Redish
    www.redish.net
  Susan Weinschenk
    www.whatmakesthemclick.net

  www.boxesandarrows.com
  www.Uxmatters.com
Usability Resources – Groups and Orgs
  UX Meetups
  UPA-MN
  UPA Inernational
  HFES
  IXDA
  SIG-CHI (ACM)
  STC
Discussion
  Others’ experiences with usability testing?
Thank You!
Ben Wallace, President - Brand & Marketing Strategist
    Link Positive, Inc. www.LinkPositive.com
           612.747.3457 (mobile/txt)
     http://www.linkedin.com/in/linkpositive
                   @BenWallace

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How User Testing Can Inform Content - 03/19/12 Content Strategy - Minneapolis Meetup

  • 1. User Testing and Content Strategy By Ben Wallace @BenWallace Tuesday, March 20, 2012 Prepared for Twin Cities Content Strategy Meetup
  • 2. Agenda Intro How I got into Usability What is UX, Usability and Usability Testing? How Usability Testing can inform Content Strategy Case Studies Usability Resources Discussion
  • 3. ...that, and the handle @BenWallace (not) was already taken. "I don't Twitter," Wallace said at Quicken Loans Arena. "If you want to talk to me, you got to come see me. That's why I don't need Twitter." - Detroit Free Press
  • 4. Intro * * Not a licensed usability specialist
  • 5. Many Local UX and Usability Experts   Eaton Golden (Emily Eaton, John Golden, Mahtab Rezai, +)   Evantage (Fred Beecher+)   Straight Line Theory   Fredrickson Communications (John Wooden+ )   Katie Ware (Campbell Mithun)   Kristi Olson (Deluxe)   Susan Dray & David Siegel   Lyle Kantrovich (Vivid Mojo)   Libby Cecci   “DeeDee” DeMulling (Oprum Insight)   Garrick Van Buren   Carlos Abler   Peter Barry   Jennifer Bombach   Dan Hill (Sensory Logic)   Corporate (e.g. US Bank, Target, Medtronic)   U of M Usability Services   HFI   Perficient   …..and many I’m sure I’ve overlooked (sorry)
  • 6. How I got into Usability Testing   Market Sensing a constant in brand/mktg strategic planning   Org/Brand Strategy > Audit touchpoints > Interview stakeholders   Voice of the Customer (VOC)   at heart of strategy   then, used for contextual feedback and direction on designs   Brand Strategy mapped to Stakeholder Profiles and Experience across Touchpoints   User Personas; Demographic and Psychographic profiles; Styleboards   Interviews to identify impressions, position, differentiators,   Started doing Interactive Design in 1995   First interactive tools and Web design efforts   Helped build out internal interactive services   Evolving Web best practices   User Task Scenarios
  • 7.
  • 8. How I got into Usability Testing   Project: Corporate Intranet   Content Strategy Easy   Information Architecture (Site Map)   User Interface (Wireframes)   Search Strategy   Business Process Facilitation (e.g. Benefits Enrollment)   Methods   Benchmarking   Site Analytics (including search log analysis)   Card Sorting   Wireframe Paper Prototype Testing Info   Survey   Sample Results: Lifted by 10%+ (n=11,778)   “Enrolling online was easy to do”   “I had all the information I needed to make my enrollment decisions”
  • 9. How I got into Usability Testing   Professional Organization Involvement   UPA- MN   Events   Board of Directors   UPA-International   Project: UPA Brand Strategy   UPA Conference   Influencers   Lyle Kantrovich   Steve Krug (Don’t Make Me Think)   Susan Dray   Ginny Redish   Jared Spool
  • 10. How I got into Usability Testing   Factored into Web site Consulting Projects   Hired to facilitate usability testing
  • 12. What is Usability?   Usability is concerned with product digital or interface’s ability to support a users desired task vs. holistic experience   User Experience (UX)   CHI: “In summary, we recommend the term user experience to be scoped to products, systems, services, and objects that a person interacts with through a user interface.”   “…HCI researchers and practitioners have become well aware of the limitations of the traditional usability framework, which focuses primarily on user cognition and user performance in human-technology interactions. In contrast, UX highlights non-utilitarian aspects of such interactions, shifting the focus to user affect, sensation, and the meaning as well as value of such interactions in everyday life.   ISO 9241-11: Guidance on Usability (1998) Usability: the extent to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use.
  • 13. What is Usability? Where brand intent and user intent meet, with minimal user effort.   User:   Task completion   Brand:   Objectives (often to support user task)   Action Targets (conversions)   Business Processes   Brand Experience
  • 14. What is Usability Testing?   Evaluation Subset of Usability/ UX (Research, Evaluation, Design, Management )   Defined user validation of intuitive, effective function   Subjective feedback on interface and ability to complete   Heuristic Usability Evaluation vs. User Validation   Not QA testing, performance, stress, security, etc. “…only the process that employs participants who are representative of the target population to evaluate the degree to which a product meets specific usability criteria (Barnum, 2002). Other practitioners use the term more globally to refer to any technique used to evaluate how easy a product or system is to use.”- TEST AND DATA SERVICES PTY (LTD)
  • 15. Methods and Tools   Observation   Side-by-side   Remote   1-way glass   Facilitated   Scenarios   Prompting   Software Tools   Screen Capture   Morae (from TechSmith)   Silverback   Eye Tracking
  • 16. Testing Process   Develop testing plan   Goals/ objectives   User profiles and tasks   Method, scripts, tools, etc.   Recruit representative participants   Create test materials (prototypes)   Brief participants   Facilitate evaluation   User questionnaire   Review findings / implications with team   Refine test materials for next stage   Revisit once implemented
  • 17. Sessions   Typical Formats   Paper Prototypes/ Wireframes   High Fidelity Prototypes   Live Sites/ Software/ Products   Observation and Facilitated Feedback around a Product/ interface   Talk out loud   Share open ended scenario (need, interest, search terms, where to look)   Initial Reactions   General Feel   Expectations   Where would you go? Why?   Anything Missing? Not important? Confusing?   Walk through task scenarios   Survey
  • 18. When to do Usability Testing?   Early and Often (Agile, iterative)   Various Stages   Existing site   IA   Wireframes   Design paper   Design functional   Live
  • 19. How Can User Testing Inform Content?
  • 20. How Can User Testing Inform Content?   Information + Functionality   Persona Insights   Relevance / Interest/ Appeal   Mindset, emotional triggers, passions,   Right information, missing information, affiliations, preferences, character additions, cuts   Context/ Task Insights   Overall presentation   Steps, thought processes   Terms   Stories   Topics   Frame of reference   Natural language   ~ Empathy   Navigation Labeling (UI)   Competitive Comparison   Keywords (SEO)   Web experience   Grouping / Logic/ Navigation/   Key differentiators Sorts   Validate as True to Brand   Information Architecture (IA) - macro view Expectations/ Reality and Web Site Maps   Confirmation of brand expectations   Logical groupings and nesting (plus lateral   Reinforces aspects of product/svc. UX links, nav/sort options)   Emphasis and Design   Priority, order, number   Format (size, color) ~Design (UI)   Accessibility*
  • 21. Cases
  • 22. Prototype Live Site
  • 23. Prototype Live Site
  • 25. Other User Insight Sources…   Web   Site Analytics   Search Analytics   Social Sensing   Eye Tracking/ Heat Maps (F pattern)   A/B and Multivariate Testing   Sales/ CSR/ Call Centers/ Channel Partners   Interviews   Surveys   Observation/ Ethnographic Research   Camera Studies
  • 27. Resources – People / Sites/ Books   Jacob Nielsen   www.UseIt.com + Alertbox   Jared Spool   www.uie.com   Steve Krug   www.sensible.com   Ginny Redish   www.redish.net   Susan Weinschenk   www.whatmakesthemclick.net   www.boxesandarrows.com   www.Uxmatters.com
  • 28. Usability Resources – Groups and Orgs   UX Meetups   UPA-MN   UPA Inernational   HFES   IXDA   SIG-CHI (ACM)   STC
  • 29. Discussion   Others’ experiences with usability testing?
  • 30. Thank You! Ben Wallace, President - Brand & Marketing Strategist Link Positive, Inc. www.LinkPositive.com 612.747.3457 (mobile/txt) http://www.linkedin.com/in/linkpositive @BenWallace