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Bootstrapping User Research
Gathering data about your users with limited or no resources




Aaron Irizarry
Senior Product Manager - PixelFish, Inc
The Situation
Introduction
 There is research that needed to be done...
The Situation
Introduction
 There is research that needed to be done...
 • We are limited to very few resources.
The Situation
Introduction
 There is research that needed to be done...
 • We are limited to very few resources.

 • We are limited by lack of budget.
The Situation
Introduction
 There is research that needed to be done...
 • We are limited to very few resources.

 • We are limited by lack of budget.

 • We are limited by lack of buy in from stakeholders.
Introduction our circumstances
 Regardless of
 it is our responsibility as designers
 and researchers to obtain the data
 we need even if it is not provided to
 us.
But how?
Introduction
 The right approach combined with the right tools
 and a bit of hustle we can dig up useful
 information on our own.

 These two things can be our biggest allies when
 working with limited resources.
Approach
Introduction
 If our mental approach isn’t right... We are
 limiting ourselves from the start.

 Bootstrapping, and hustling for information has to
 come from a never say die attitude where we get
 information about our users by any means
 necessary.
Approach: technique
Introduction

 Be Proactive, be Prepared to get
 creative in your approach, and be
 Persistent in your pursuit of data.
Introductionsurveys
 Tools: using
Tools: analytics
Introduction
                    Getting familiar with
                    analytics tools is a good
                    way to get snapshots of
                    user behavior.
Tools: interviews
Introduction

 Any conversation you can have
 that provides more information
 about your users is valuable.
Presentation
Introduction
 “Once you start talking about what the executives
 are already convinced of, it becomes easier to get
 them to make investments. You’re no longer trying
 to get them to change their focus. You’re playing
 directly into their main field of attention.”
                                         - Jared Spool
Introduction techniques
 Presentation:
Introduction techniques
 Presentation:
• Avoid too much documentation.
Introduction techniques
 Presentation:
• Avoid too much documentation.

• Use Video
Introduction techniques
 Presentation:
• Avoid too much documentation.

• Use Video

 • Speak to the points you know will hit home.
Don’t get down by limited
resources, or when “the powers
that be” don’t seem committed.
Bootstrap your way to getting the
data you need.
That’s my story and I’m
sticking to it.
      Aaron Irizarry
      Senior Product Manager - PixelFish
      thisisaaronlife.com
      @aaroni268
Additional Resources
Why I can’t convince executives to invest in UX (and neither can you) - Jared Spool

Guerilla Usability Testing - Andy Budd

Guerrilla Research Methods - Russ Unger
DIY UX - Whitney Hess
Evangelizing User Centered Design Pt.4 Research - Aaron Irizarry
Bootstrapping User Research
Gathering data about your users with limited or no resources




Aaron Irizarry
Senior Product Manager - PixelFish, Inc

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Bootstrapping User Research

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  6. Next we will move on to a few ways that we can scrape, hustle, and dig up that data on our own. This will consist of some tools as well as techniques that we can use.\n\n
  7. I have even approached a service provider (who I can not name) and just asked if they would upgrade my service for 60 days if I would provide them with a case study, and a blog post (on my design blog) about how their service worked for me. It actually worked and they didn’t just upgrade me one level, they allowed me to test drive the enterprise level of their tool. It worked out great for both parties, I got my data, and they got some additional targeted marketing.\n\n
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  9. There are quite a few online survey tools available that can be used to get information from our users. \nMost of these are either free, or come with a minimal monthly charge.\n
  10. I love me some data, and getting a firm grasp of Google analytics can definitely shed some light on how are users are interacting with our sites/web apps.There are also some other great analytics tools such as Omniture, ClickTale, and Crazy Egg are a few that I have used, and would recommend to really get a great snapshot of user behavior.\n
  11. Another great way to learn about your users, is to sit down with the different departments of your company that interact with the end user like customer service, sales, billing, etc. Most of the time we can get away with doing this for free, but I have gone as far as to take people to lunch for their time, or given them a Starbucks gift card. Any information we can get is helpful. So don’t be afraid to get creative.\n
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  16. When we can show ourselves to be resourceful and come back with useful information that can help improve the quality and experience of the products we are building we increase our chances of getting buy in from stakeholders and managers, as well as the likelihood that we will get some kind of budget, even if it is small, every little bit helps.\n\n
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