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25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com
User Research When You Can’t
Reach Your Users
Heather Bauer
Drupal Nights
Thursday, October 16, 2014 7:00 PM
About Me: Heather Bauer
• Junior Usability Specialist at
BioRAFT
• M.S. Candidate in Human
Factors in Information Design
at Bentley University
• Co-Organizer of Boston
Service Jam 2014
drupal.org/u/hezzieb
twitter.com/hezzieb524
linkedin.com/in/heathersbauer
Introduction
About BioRAFT
• The BioRAFT platform is a
scientific research
management system that
provides an integrated portal,
compliance oversight, and
productivity solutions.
• SAS, multi-site application.
• WE’RE HIRING! Junior Usability Specialist
BioRAFT.com
DrupalNights.org
Introduction
About You
• Usability Professionals
• Project Managers
• Developers
• Other
Agenda
• Introduction
• What is User Experience?
• An ideal scenario
• How real world differs
• What do we do about it
• Recap
• Resources
Introduction
What is UX?
(source: http://design.org/blog/difference-between-ux-and-ui-subtleties-explained-cereal)
DATACENTERServer
Product UX UI
What is UX?
(Source: helloerik.com/ux-is-not-ui)
What is UX?
UX Without User Research…
• Is not UX!
UX – U = X
What is UX?
Why Do User Research?
• Improve requirements definition
• Create clearer communication
• Diminish stakeholder politics
What is UX?
(Source: ROI of User Experience. http://www.humanfactors.com/project/index.asp)
Successful User Research
• Many different measures of success
• Dictated by research goals
What is UX?
(Source: ROI of User Experience. https://www.youtube.com/watch?v=O94kYyzqvTc)
Times Research Saved the Day
• $300 Million dollar button
• Lego
• Chilling milk
• 2000 Presidential Election
What is UX?
Insights from Users
What is UX?
(Source: http://www.nngroup.com/articles/why-you-only-need-to-test-with-5-users/)
25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com
The Ideal
The Ideal
Once upon a time…
• Stakeholder buy in
• Role of UX
understood
• Unlimited resources
• Experienced team
• No shortage of
representative
participants
The Ideal
But…
The Ideal
Finding that
combination is
more elusive
than a purple
unicorn with
pink spots
25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com
The Reality
The Reality
• Timelines
• Budgets
• Stakeholder Buy-in
• Participants
Unlimited Time
• High priority items
become a fire
• Low priority items
get canceled
The Reality
Unlimited Budget
• Not if you’re at a
company that wants
to stay in business
The Reality
Stakeholder Buy-in
• Unlisted item in the
job description
• What is considered
part of UX
• Why is UX important?
• Less of an issue as
time passes and
rapport grows
The Reality
Participants
• Take availability of participants for granted
• Use students when you can’t get real users
• What if you require participants with specific
knowledge?
The Reality
7,16-Dibenzyl-1,4,10,13-tetraoxa-7,16-diazacyclooctadecane
Synonym: 1,10-Dibenzyl-1,10-diaza-18crown-6, N,N’-Dibenzyl-4,13-diaza-18-crown6
CAS Number 69703-25-9 | Empirical Formula (Hill Notation) C26H38N2O4 | Molecular Weight 442.59
25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com
The Solution
The Solution
• Google Analytics
• User Proxies
• Subject Matter Experts
• Customer Support
• Sales/Marketing
• Implementation
• Personas
• User Journeys
• Teamwork
Google Analytics
• Audience data &
reporting
• Using mobile or
desktop?
• Which browser/OS?
• Trace customer path
• Requires time to
collect enough data
The Solution
Google
Analytics
Audience Data
• Age
• Gender
• Interest Category
• Only displays for
users who have listed
their demographic
information
The Solution
Google
Analytics
Technology Usage
• Browser
• Operating System
The Solution
Google
Analytics
Customer Path
• Example stuff
The Solution
Google
Analytics
Customer Path
• sdf
The Solution
Google
Analytics
Google Analytics: Pros/Cons
• Pros
– Allows us to get data from users without
bothering them
– See change over time
– Inexpensive (in both time and resources)
• Cons
– Requires time to actually gather data
– Do not know the why of what people did
The Solution
Google
Analytics
Subject Matter Experts (SMEs)
• Likely were your target
audience at some
point
• Their job is to know
the industry
• Probably still have
friends who are target
users
• Always happy to tell
you stories from the
trenches
The Solution
SMEs
SME: Pros/Cons
• Pros
– Know your users very well
– Good anecdotes to get you outside of the
sometimes contrived situations others may see
your users in
• Cons
– Already drank the Kool Aid
– Amount of time out of industry can impact
usefulness of the information
The Solution
SMEs
Customer Support
• They get to talk to
the users!
• See things from a
different perspective
• Metrics can identify
patterns
• Can overemphasize
edge cases
The Solution
Customer
Support
Customer Support: Pros/Cons
• Pros
– They get to talk to the users
– Different perspective
– Useful metrics
• Cons
– Not trained to be neutral
– Overemphasize edge cases
– Miss out on the positives
The Solution
Customer
Support
Sales/Marketing Team
• Objections from
potential customers
• Have a relationship
with decision makers
• Used to working
conversation to
desired topics
The Solution
Sales/Marketin
g
Sales/Marketing: Pros/Cons
• Pros
– Hears what prevents people from signing
– Used to digging into objections
• Cons
– Not trained to be neutral
– People who are objecting tend to exaggerate the
severity of an issue
– Only talk to decision makers, not users
The Solution
Sales/Marketin
g
Configurations
• What do people have
permission to do on
site?
• What patterns do
permissions reveal?
• How do permissions
change?
The Solution
Configurations
Configurations: Pros/Cons
• Pros
– Repurpose information we need from the
customer anyway
– Gives the big picture
• Cons
– Patterns can be misleading
– Permissions may not be restricted enough to
reveal patterns
The Solution
Configurations
Familiarity with Personas
The Solution
Personas
Newbi
e
Expert
1 2 43
Personas
• Brings all the research together
• Also suffers some from not talking to users
• Can fill in with best guesses
• Utilize people who do talk to users to keep the
personas updated
The Solution
Personas
What are personas?
• Representation of a
cluster of users
• Wide range of
realistic fidelity
• Focuses on users’
wants/needs
• Facilitates the user
hat
The Solution
Personas
Personas and Sales/Marketing
• Defining audience
• Easier to create
“personalized”
marketing/sales calls
• Allows for Sales &
Marketing alignment
The Solution
Personas
Personas and Executives
• Quick snapshot of
how we see our
customers
• Company alignment
• Informs strategic
direction
The Solution
Personas
Personas and Product/Dev
• Separate ideas into
useful or just “cool”
• Prioritize new
features
• QA Testing
• Designing for the
user, not the
developer
The Solution
Personas
Sample Persona
The Solution
Personas
Sample Persona
The Solution
Personas
Tagline
“I want to be a resource to the
researchers, not the safety police.”
Position
Environmental Health & Safety
Director
Character Traits
Intelligent, Enthusiastic, Bold,
Persevering, Achiever
Sample Persona
The Solution
Personas
Role in BioRAFT
Rodger manages the Earth EH&S
Department and oversees all
compliance activity via BioRAFT.
He manages teams of auditors,
conducts audits himself and
attends to a variety of compliance
duties as necessary. Most of the
time he delegates work to people
on his team.
Sample Persona
The Solution
Personas
Tasks in BioRAFT
• Oversees all EHS activity on
BioRAFT
• View Dashboards
• View Inspection Logs
• Schedule Inspections
• Monitor Bio-registrations &
Chem-registrations
• Monitor Rad-registrations
• Oversee Lifesafety
Sample Persona
The Solution
Personas
• Monitor all EHS and
compliance activity
• Maintain Basic
Group Information
• Manage Biological
and Chemical
Information
• Manage and
Approve Biological
Registrations
• Perform Audits and
Inspections
• Edit and Manage
Equipment
• Maintain
Institutional Building
Documents
• Manage Radiological
Licenses, Inventory,
and Waste Collection
Sample Persona
Common Activities
The Solution
Personas
Sample Persona
The Solution
Personas
Sample Persona
The Solution
Personas
(Source: Atlassian “Do Agile Right webinar”)
Sample Persona
The Solution
Personas
(Source: Atlassian “Do Agile Right webinar”)
Sample Persona
• Persona rooms at
Chrysler
• Designers can go into
these rooms to get
the feel of the driver
• Most detailed version
of persona – very
rare
The Solution
Personas
Personas: Pros/Cons
• Pros
–Pulls together information from everywhere
–Can use your imagination to fill in blanks
–Living document that can/should be
updated as new information comes in
• Cons
–Not able to interview users
–Creates a false sense of security
The Solution
Personas
Familiarity with User Journeys
The Solution
User Journeys
Newbi
e
Expert
1 2 43
User Journeys
• Go from putting on
your user hat to
walking in the users’
shoes
• Step beyond personas
• How users would
tackle a specific task
The Solution
User Journeys
User Journeys
• Various levels of fidelity
• Highlights pain points
• Documents level of frustration from happy to
sad
The Solution
User Journeys
Sample User Journeys
The Solution
User Journeys
Buying a New Car
(Source: Usability Ed)
Sample User Journeys
The Solution
User Journeys
Sample User Journeys
The Solution
User Journeys
Sample User Journeys
The Solution
User Journeys
Sample User Journeys
The Solution
User Journeys
(Source: Atlassian “Do Agile Right webinar”)
Sample User Journeys
The Solution
User Journeys
User Journeys: Pros/Cons
• Pros
–Expert Review deliverable
–Can use your imagination to fill in blanks
–Validate Google Analytics information
–Living document
• Cons
–Not able to interview users
–Creates a false sense of security
The Solution
User Journeys
Teamwork
• Work with your team
• Start the conversations you need
The Solution
Teamwork
How it Comes Together
User
Proxies
UX Pro
Persona
User
Journey
The Solution
Teamwork
Recap
• Not a perfect world with ideal circumstances
• Access to participants is taken for granted
• Analytics can give a window to peep in
• Utilize your user proxies
• Personas & user journeys allow for validation
of your second hand research
Recap
Resources
• Atlassian Do Agile Right Webinar.
http://blogs.atlassian.com/2014/01/watch-agile-right-webinar-
lessons-learned-atlassian-product-manager
• How to Create User Personas.
http://www.huffingtonpost.com/john-haydon/user-personas-
websites_b_1793594.html
• Pinterest. http://www.pinterest.com/robertleotta/user-journeys/
• ROI of User Experience.
http://www.humanfactors.com/project/index.asp
• User Journeys – The Beginner’s Guide.
http://theuxreview.co.uk/user-journeys-beginners-guide/
• User Story.
http://searchsoftwarequality.techtarget.com/definition/user-story
25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com
User Research When You Can’t
Reach Your Users
drupal.org/u/hezzieb
twitter.com/hezzieb524
linkedin.com/in/heathersbauer
Slides will be available on
drupalnights.org/library
Heather Bauer
Drupal Nights
Thursday, October 16, 2014 7:00 PM

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User Research When You Can't Reach Your Users 20141016

  • 1. 25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com User Research When You Can’t Reach Your Users Heather Bauer Drupal Nights Thursday, October 16, 2014 7:00 PM
  • 2. About Me: Heather Bauer • Junior Usability Specialist at BioRAFT • M.S. Candidate in Human Factors in Information Design at Bentley University • Co-Organizer of Boston Service Jam 2014 drupal.org/u/hezzieb twitter.com/hezzieb524 linkedin.com/in/heathersbauer Introduction
  • 3. About BioRAFT • The BioRAFT platform is a scientific research management system that provides an integrated portal, compliance oversight, and productivity solutions. • SAS, multi-site application. • WE’RE HIRING! Junior Usability Specialist BioRAFT.com DrupalNights.org Introduction
  • 4. About You • Usability Professionals • Project Managers • Developers • Other
  • 5. Agenda • Introduction • What is User Experience? • An ideal scenario • How real world differs • What do we do about it • Recap • Resources Introduction
  • 6. What is UX? (source: http://design.org/blog/difference-between-ux-and-ui-subtleties-explained-cereal) DATACENTERServer Product UX UI What is UX?
  • 8. UX Without User Research… • Is not UX! UX – U = X What is UX?
  • 9. Why Do User Research? • Improve requirements definition • Create clearer communication • Diminish stakeholder politics What is UX? (Source: ROI of User Experience. http://www.humanfactors.com/project/index.asp)
  • 10. Successful User Research • Many different measures of success • Dictated by research goals What is UX? (Source: ROI of User Experience. https://www.youtube.com/watch?v=O94kYyzqvTc)
  • 11. Times Research Saved the Day • $300 Million dollar button • Lego • Chilling milk • 2000 Presidential Election What is UX?
  • 12. Insights from Users What is UX? (Source: http://www.nngroup.com/articles/why-you-only-need-to-test-with-5-users/)
  • 13. 25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com The Ideal The Ideal
  • 14. Once upon a time… • Stakeholder buy in • Role of UX understood • Unlimited resources • Experienced team • No shortage of representative participants The Ideal
  • 15. But… The Ideal Finding that combination is more elusive than a purple unicorn with pink spots
  • 16. 25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com The Reality The Reality • Timelines • Budgets • Stakeholder Buy-in • Participants
  • 17. Unlimited Time • High priority items become a fire • Low priority items get canceled The Reality
  • 18. Unlimited Budget • Not if you’re at a company that wants to stay in business The Reality
  • 19. Stakeholder Buy-in • Unlisted item in the job description • What is considered part of UX • Why is UX important? • Less of an issue as time passes and rapport grows The Reality
  • 20. Participants • Take availability of participants for granted • Use students when you can’t get real users • What if you require participants with specific knowledge? The Reality 7,16-Dibenzyl-1,4,10,13-tetraoxa-7,16-diazacyclooctadecane Synonym: 1,10-Dibenzyl-1,10-diaza-18crown-6, N,N’-Dibenzyl-4,13-diaza-18-crown6 CAS Number 69703-25-9 | Empirical Formula (Hill Notation) C26H38N2O4 | Molecular Weight 442.59
  • 21. 25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com The Solution The Solution • Google Analytics • User Proxies • Subject Matter Experts • Customer Support • Sales/Marketing • Implementation • Personas • User Journeys • Teamwork
  • 22. Google Analytics • Audience data & reporting • Using mobile or desktop? • Which browser/OS? • Trace customer path • Requires time to collect enough data The Solution Google Analytics
  • 23. Audience Data • Age • Gender • Interest Category • Only displays for users who have listed their demographic information The Solution Google Analytics
  • 24. Technology Usage • Browser • Operating System The Solution Google Analytics
  • 25. Customer Path • Example stuff The Solution Google Analytics
  • 26. Customer Path • sdf The Solution Google Analytics
  • 27. Google Analytics: Pros/Cons • Pros – Allows us to get data from users without bothering them – See change over time – Inexpensive (in both time and resources) • Cons – Requires time to actually gather data – Do not know the why of what people did The Solution Google Analytics
  • 28. Subject Matter Experts (SMEs) • Likely were your target audience at some point • Their job is to know the industry • Probably still have friends who are target users • Always happy to tell you stories from the trenches The Solution SMEs
  • 29. SME: Pros/Cons • Pros – Know your users very well – Good anecdotes to get you outside of the sometimes contrived situations others may see your users in • Cons – Already drank the Kool Aid – Amount of time out of industry can impact usefulness of the information The Solution SMEs
  • 30. Customer Support • They get to talk to the users! • See things from a different perspective • Metrics can identify patterns • Can overemphasize edge cases The Solution Customer Support
  • 31. Customer Support: Pros/Cons • Pros – They get to talk to the users – Different perspective – Useful metrics • Cons – Not trained to be neutral – Overemphasize edge cases – Miss out on the positives The Solution Customer Support
  • 32. Sales/Marketing Team • Objections from potential customers • Have a relationship with decision makers • Used to working conversation to desired topics The Solution Sales/Marketin g
  • 33. Sales/Marketing: Pros/Cons • Pros – Hears what prevents people from signing – Used to digging into objections • Cons – Not trained to be neutral – People who are objecting tend to exaggerate the severity of an issue – Only talk to decision makers, not users The Solution Sales/Marketin g
  • 34. Configurations • What do people have permission to do on site? • What patterns do permissions reveal? • How do permissions change? The Solution Configurations
  • 35. Configurations: Pros/Cons • Pros – Repurpose information we need from the customer anyway – Gives the big picture • Cons – Patterns can be misleading – Permissions may not be restricted enough to reveal patterns The Solution Configurations
  • 36. Familiarity with Personas The Solution Personas Newbi e Expert 1 2 43
  • 37. Personas • Brings all the research together • Also suffers some from not talking to users • Can fill in with best guesses • Utilize people who do talk to users to keep the personas updated The Solution Personas
  • 38. What are personas? • Representation of a cluster of users • Wide range of realistic fidelity • Focuses on users’ wants/needs • Facilitates the user hat The Solution Personas
  • 39. Personas and Sales/Marketing • Defining audience • Easier to create “personalized” marketing/sales calls • Allows for Sales & Marketing alignment The Solution Personas
  • 40. Personas and Executives • Quick snapshot of how we see our customers • Company alignment • Informs strategic direction The Solution Personas
  • 41. Personas and Product/Dev • Separate ideas into useful or just “cool” • Prioritize new features • QA Testing • Designing for the user, not the developer The Solution Personas
  • 44. Tagline “I want to be a resource to the researchers, not the safety police.” Position Environmental Health & Safety Director Character Traits Intelligent, Enthusiastic, Bold, Persevering, Achiever Sample Persona The Solution Personas
  • 45. Role in BioRAFT Rodger manages the Earth EH&S Department and oversees all compliance activity via BioRAFT. He manages teams of auditors, conducts audits himself and attends to a variety of compliance duties as necessary. Most of the time he delegates work to people on his team. Sample Persona The Solution Personas
  • 46. Tasks in BioRAFT • Oversees all EHS activity on BioRAFT • View Dashboards • View Inspection Logs • Schedule Inspections • Monitor Bio-registrations & Chem-registrations • Monitor Rad-registrations • Oversee Lifesafety Sample Persona The Solution Personas
  • 47. • Monitor all EHS and compliance activity • Maintain Basic Group Information • Manage Biological and Chemical Information • Manage and Approve Biological Registrations • Perform Audits and Inspections • Edit and Manage Equipment • Maintain Institutional Building Documents • Manage Radiological Licenses, Inventory, and Waste Collection Sample Persona Common Activities The Solution Personas
  • 49. Sample Persona The Solution Personas (Source: Atlassian “Do Agile Right webinar”)
  • 50. Sample Persona The Solution Personas (Source: Atlassian “Do Agile Right webinar”)
  • 51. Sample Persona • Persona rooms at Chrysler • Designers can go into these rooms to get the feel of the driver • Most detailed version of persona – very rare The Solution Personas
  • 52. Personas: Pros/Cons • Pros –Pulls together information from everywhere –Can use your imagination to fill in blanks –Living document that can/should be updated as new information comes in • Cons –Not able to interview users –Creates a false sense of security The Solution Personas
  • 53. Familiarity with User Journeys The Solution User Journeys Newbi e Expert 1 2 43
  • 54. User Journeys • Go from putting on your user hat to walking in the users’ shoes • Step beyond personas • How users would tackle a specific task The Solution User Journeys
  • 55. User Journeys • Various levels of fidelity • Highlights pain points • Documents level of frustration from happy to sad The Solution User Journeys
  • 56. Sample User Journeys The Solution User Journeys Buying a New Car (Source: Usability Ed)
  • 57. Sample User Journeys The Solution User Journeys
  • 58. Sample User Journeys The Solution User Journeys
  • 59. Sample User Journeys The Solution User Journeys
  • 60. Sample User Journeys The Solution User Journeys (Source: Atlassian “Do Agile Right webinar”)
  • 61. Sample User Journeys The Solution User Journeys
  • 62. User Journeys: Pros/Cons • Pros –Expert Review deliverable –Can use your imagination to fill in blanks –Validate Google Analytics information –Living document • Cons –Not able to interview users –Creates a false sense of security The Solution User Journeys
  • 63. Teamwork • Work with your team • Start the conversations you need The Solution Teamwork
  • 64. How it Comes Together User Proxies UX Pro Persona User Journey The Solution Teamwork
  • 65. Recap • Not a perfect world with ideal circumstances • Access to participants is taken for granted • Analytics can give a window to peep in • Utilize your user proxies • Personas & user journeys allow for validation of your second hand research Recap
  • 66. Resources • Atlassian Do Agile Right Webinar. http://blogs.atlassian.com/2014/01/watch-agile-right-webinar- lessons-learned-atlassian-product-manager • How to Create User Personas. http://www.huffingtonpost.com/john-haydon/user-personas- websites_b_1793594.html • Pinterest. http://www.pinterest.com/robertleotta/user-journeys/ • ROI of User Experience. http://www.humanfactors.com/project/index.asp • User Journeys – The Beginner’s Guide. http://theuxreview.co.uk/user-journeys-beginners-guide/ • User Story. http://searchsoftwarequality.techtarget.com/definition/user-story
  • 67. 25 1st St., Suite 104, Cambridge, MA 02141 | www.BioRAFT.com User Research When You Can’t Reach Your Users drupal.org/u/hezzieb twitter.com/hezzieb524 linkedin.com/in/heathersbauer Slides will be available on drupalnights.org/library Heather Bauer Drupal Nights Thursday, October 16, 2014 7:00 PM

Notas del editor

  1. Enterprise safety, compliance & training software for lab scientists and those that work with them built with Drupal
  2. http://www.fashiongoesdigital.com/commerce/the-300-million-dollar-button Goodman, E., Kuniavsky, M., & Moed, A. (2012). Observing the User Experience: A Practitioner's Guide to User Research.
  3. Once upon a time, in a land far far away, there was a princess who decided that being royal was too boring for her. Therefore the next obvious choice was to become a usability professional. All of her stakeholders completely understood the responsibilities and purpose of UX and the developers always agreed with her suggestions. The available resources were perfect for any solution she thought of and those solutions never created any other problems. There was infinite time for testing and solution implementation. She had an experienced team that complemented each other and represented enough viewpoints that all issues were unearthed. There was never a shortage of willing participants and they were a perfect representative sample of her target audience. They always thought aloud which accurately mapped to every single problem. Releases were always a success and customers were always happy. Photo by Karen Roe https://www.flickr.com/photos/karen_roe/7615922902
  4. https://www.flickr.com/photos/tiarescott/69821764
  5. Photo: https://www.flickr.com/photos/guybrariang/7074285227
  6. Photo by Phil Dowsing Creative – customer service shoot – feb 2008 Ex: cats/babies and boxes
  7. https://www.flickr.com/photos/thomashawk/13997782680 https://www.flickr.com/photos/chiropractic/7113650767 https://www.flickr.com/photos/internaz/8059627987
  8. Jenny's living room is the ideal getaway from the busy pace of life of a Jeep Compass owner. Candles flicker on the coffee table, a yoga mat is rolled up in the corner, an Elle magazine is on the couch. "A Sex and the City" DVD plays on TV. A pet fish swims nearby to keep her company.
  9. http://usability-ed.blogspot.com/2011/11/mapping-customer-journeys.html
  10. https://www.flickr.com/photos/kenfagerdotcom/4886342418