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Website Usability
Where to Start?
About Me
• Digital Strategy Consultant
• Strategic Changes
– CMS Selection
– Redesigns
– Migrating websites
– Sunsetting websites
– Integrating new tools & media
Sante Strategies - www.santestrategies.com - @mjsante
Steps in the Process
1) Assess Your Website’s Usability
2) Develop a Roadmap for
Making Fixes
Sante Strategies - www.santestrategies.com - @mjsante
Step 1
Assessing Your Website’s Usability
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
TACIT – A Plan
Test usability constantly
Assess issues
1.UX best practices
2.Business needs
3.Level of effort required
Create “sets” of fixes
Implement these sets of issues, in iterations
of your site
Test your fixes and updates
AND Repeat Sante Strategies - www.santestrategies.com - @mjsante
Website
Usability
Assessments
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Redesigns have a long time
horizon, in a fast paced
technology world
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Waterfall Methodology
Sante Strategies - www.santestrategies.com - @mjsante
Waterfall vs Agile
Redesign vs Iterative Enhancements
UX Projects vs Iterative
Enhancements
Sante Strategies - www.santestrategies.com - @mjsante
Disclaimer:
This is applies to websites.
Software, mobile apps and
complex web applications are
different.
Sante Strategies - www.santestrategies.com - @mjsante
Test and Review Usability
1) Talk to customer service
2) Use Usability Best Practices lists
3) Small group testing with tasks
4) Guerilla usability testing
5) Full cycle usability testing
(Analytics too, if you have the expertise:
keyword searches, next page flow, time on
page, visit time of day)
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Talk to
Customer
Service
1) Talk to Customer Service
1. Set up a short meeting (30 minutes) *or* just
stop by
2. Ask for the top 10 website issues
3. Ask what they have difficulty with on the site
4. If they aren’t able to answer either question
at the time, email them asking those 2
questions
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Use Usability Best Practices
2) Use Usability Best Practices Checklists
1)There are dozens on the internet
2)Pick 1-2 and go through each item
3)Mark them as:
- Done
- Passable
- Issue: Doable & easy
- Issue: Doable & hard
Sante Strategies - www.santestrategies.com - @mjsante
Usability Best Practices - Checklists
TRUST
• Value proposition & trust
• Professional design
• Information hierarchy
• Sense of place (header, breadcrumbs
etc)
• Relevance
• Company Name & Logo
• Site ID
• Page Name
•Footer Details: privacy, help, etc
NAVIGATION
• Eye path
• Clear Navigation
• Navigation via Keyboard
• Search
• Contact Information & Form
PERSONAL
• Personalization in name, currency, etc
Sante Strategies - www.santestrategies.com - @mjsante
Usability Best Practices Checklist
(continued)
DESIGN & CONTENT
• Use of whitespace
• Scannable content
• Color contrast
• Readable
• Images used thoughtfully
• Consistent use of navigation
fonts/design elements
• Use of bullets and lists
• Freshness of content
• Useful information
CONSISTENT
• Clear error messages
• Confirmation after actions
• Use web standards – link color, etc
CALL TO ACTION
• Signup includes statement of value
• Use the simplest form needed
• Forms are labeled
• Clear Calls to Action
• Breadcrumbs
USABLE
• Test forms
• Links & buttons are easy to click
• Swipe and scroll
•Test on mobile, various browsers & older
computers
• Load time
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Small Group Testing with Tasks
(and candy)
3) Small Group Testing with Tasks
1)Put together a list of website user tasks
2)Get co-workers, family, friend, etc into a
room with laptops
3)Give them each a set of 3-6 major tasks
4)Have them complete each process - noting
issues in the process
5)Give them treats at the end
6)Merge issue lists into a master list and mark
them as above
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Guerilla Usability Testing
4) Guerilla Usability Testing
Set a series of tasks for test users to complete
and noting problems as they occur
1)6-12 participants (can be in small groups)
2)Can be family, friends or strangers
3)They can match your users but not necessary
4)In person or can be recorded
And...repeat as needed
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Professional Usability Testing
5) Professional Usability Testing
Set a series of tasks for test users to complete
and noting problems as they occur
• Less bias
• Less work
• More rigor
• More money
Sante Strategies - www.santestrategies.com - @mjsante
Define a Usability Testing
Task
Sante Strategies - www.santestrategies.com - @mjsante
Define a Usability Testing Task
1) Start with a simple task: Buy a subscription.
2) Add details:
•Who are they
•What are they trying to accomplish
•When & where are they when they access
the site (mobile, on the train, at lunch, etc)
•How are they starting (web search, email
newsletter link, going to the site by URL, etc)
Sante Strategies - www.santestrategies.com - @mjsante
Task Example
You are a graduating senior in accounting,
interested in joining an organization for actuaries
as a student. You heard about the Association for
Actuarial Excellence and want to find out how
much it costs to join and if there are any
requirements. You are on your mobile phone,
using your web browser to search.
Sante Strategies - www.santestrategies.com - @mjsante
Usability Testing - Task Reminders
•Be very specific
•Don’t use jargon
•Include information about goals &
background
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Step 2
Develop a Roadmap for Making Fixes
Resist Temptation:
Don’t make start
changes during
usability assessment
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
How to decide “sets”
of usability fixes?
Sante Strategies - www.santestrategies.com - @mjsante
Sticky Note Workshop
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Sante Strategies - www.santestrategies.com - @mjsante
Thanks!
Jasmine Sante
@mjsante
mjsante@santestrategies.com
www.santestrategies.com
Sante Strategies - www.santestrategies.com - @mjsante

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Website Usability - Jasmine Sante

  • 2. About Me • Digital Strategy Consultant • Strategic Changes – CMS Selection – Redesigns – Migrating websites – Sunsetting websites – Integrating new tools & media Sante Strategies - www.santestrategies.com - @mjsante
  • 3. Steps in the Process 1) Assess Your Website’s Usability 2) Develop a Roadmap for Making Fixes Sante Strategies - www.santestrategies.com - @mjsante
  • 4. Step 1 Assessing Your Website’s Usability Sante Strategies - www.santestrategies.com - @mjsante
  • 5. Sante Strategies - www.santestrategies.com - @mjsante
  • 6. TACIT – A Plan Test usability constantly Assess issues 1.UX best practices 2.Business needs 3.Level of effort required Create “sets” of fixes Implement these sets of issues, in iterations of your site Test your fixes and updates AND Repeat Sante Strategies - www.santestrategies.com - @mjsante
  • 7. Website Usability Assessments Sante Strategies - www.santestrategies.com - @mjsante
  • 8. Sante Strategies - www.santestrategies.com - @mjsante
  • 9. Redesigns have a long time horizon, in a fast paced technology world Sante Strategies - www.santestrategies.com - @mjsante
  • 10. Sante Strategies - www.santestrategies.com - @mjsante
  • 11. Waterfall Methodology Sante Strategies - www.santestrategies.com - @mjsante
  • 12. Waterfall vs Agile Redesign vs Iterative Enhancements UX Projects vs Iterative Enhancements Sante Strategies - www.santestrategies.com - @mjsante
  • 13. Disclaimer: This is applies to websites. Software, mobile apps and complex web applications are different. Sante Strategies - www.santestrategies.com - @mjsante
  • 14. Test and Review Usability 1) Talk to customer service 2) Use Usability Best Practices lists 3) Small group testing with tasks 4) Guerilla usability testing 5) Full cycle usability testing (Analytics too, if you have the expertise: keyword searches, next page flow, time on page, visit time of day) Sante Strategies - www.santestrategies.com - @mjsante
  • 15. Sante Strategies - www.santestrategies.com - @mjsante Talk to Customer Service
  • 16. 1) Talk to Customer Service 1. Set up a short meeting (30 minutes) *or* just stop by 2. Ask for the top 10 website issues 3. Ask what they have difficulty with on the site 4. If they aren’t able to answer either question at the time, email them asking those 2 questions Sante Strategies - www.santestrategies.com - @mjsante
  • 17. Sante Strategies - www.santestrategies.com - @mjsante Use Usability Best Practices
  • 18. 2) Use Usability Best Practices Checklists 1)There are dozens on the internet 2)Pick 1-2 and go through each item 3)Mark them as: - Done - Passable - Issue: Doable & easy - Issue: Doable & hard Sante Strategies - www.santestrategies.com - @mjsante
  • 19. Usability Best Practices - Checklists TRUST • Value proposition & trust • Professional design • Information hierarchy • Sense of place (header, breadcrumbs etc) • Relevance • Company Name & Logo • Site ID • Page Name •Footer Details: privacy, help, etc NAVIGATION • Eye path • Clear Navigation • Navigation via Keyboard • Search • Contact Information & Form PERSONAL • Personalization in name, currency, etc Sante Strategies - www.santestrategies.com - @mjsante
  • 20. Usability Best Practices Checklist (continued) DESIGN & CONTENT • Use of whitespace • Scannable content • Color contrast • Readable • Images used thoughtfully • Consistent use of navigation fonts/design elements • Use of bullets and lists • Freshness of content • Useful information CONSISTENT • Clear error messages • Confirmation after actions • Use web standards – link color, etc CALL TO ACTION • Signup includes statement of value • Use the simplest form needed • Forms are labeled • Clear Calls to Action • Breadcrumbs USABLE • Test forms • Links & buttons are easy to click • Swipe and scroll •Test on mobile, various browsers & older computers • Load time Sante Strategies - www.santestrategies.com - @mjsante
  • 21. Sante Strategies - www.santestrategies.com - @mjsante Small Group Testing with Tasks (and candy)
  • 22. 3) Small Group Testing with Tasks 1)Put together a list of website user tasks 2)Get co-workers, family, friend, etc into a room with laptops 3)Give them each a set of 3-6 major tasks 4)Have them complete each process - noting issues in the process 5)Give them treats at the end 6)Merge issue lists into a master list and mark them as above Sante Strategies - www.santestrategies.com - @mjsante
  • 23. Sante Strategies - www.santestrategies.com - @mjsante Guerilla Usability Testing
  • 24. 4) Guerilla Usability Testing Set a series of tasks for test users to complete and noting problems as they occur 1)6-12 participants (can be in small groups) 2)Can be family, friends or strangers 3)They can match your users but not necessary 4)In person or can be recorded And...repeat as needed Sante Strategies - www.santestrategies.com - @mjsante
  • 25. Sante Strategies - www.santestrategies.com - @mjsante Professional Usability Testing
  • 26. 5) Professional Usability Testing Set a series of tasks for test users to complete and noting problems as they occur • Less bias • Less work • More rigor • More money Sante Strategies - www.santestrategies.com - @mjsante
  • 27. Define a Usability Testing Task Sante Strategies - www.santestrategies.com - @mjsante
  • 28. Define a Usability Testing Task 1) Start with a simple task: Buy a subscription. 2) Add details: •Who are they •What are they trying to accomplish •When & where are they when they access the site (mobile, on the train, at lunch, etc) •How are they starting (web search, email newsletter link, going to the site by URL, etc) Sante Strategies - www.santestrategies.com - @mjsante
  • 29. Task Example You are a graduating senior in accounting, interested in joining an organization for actuaries as a student. You heard about the Association for Actuarial Excellence and want to find out how much it costs to join and if there are any requirements. You are on your mobile phone, using your web browser to search. Sante Strategies - www.santestrategies.com - @mjsante
  • 30. Usability Testing - Task Reminders •Be very specific •Don’t use jargon •Include information about goals & background Sante Strategies - www.santestrategies.com - @mjsante
  • 31. Sante Strategies - www.santestrategies.com - @mjsante Step 2 Develop a Roadmap for Making Fixes
  • 32. Resist Temptation: Don’t make start changes during usability assessment Sante Strategies - www.santestrategies.com - @mjsante
  • 33. Sante Strategies - www.santestrategies.com - @mjsante
  • 34. Sante Strategies - www.santestrategies.com - @mjsante
  • 35. Sante Strategies - www.santestrategies.com - @mjsante
  • 36. Sante Strategies - www.santestrategies.com - @mjsante
  • 37. How to decide “sets” of usability fixes? Sante Strategies - www.santestrategies.com - @mjsante
  • 38. Sticky Note Workshop Sante Strategies - www.santestrategies.com - @mjsante
  • 39. Sante Strategies - www.santestrategies.com - @mjsante
  • 40. Sante Strategies - www.santestrategies.com - @mjsante

Editor's Notes

  1. About me that kind of leads into the What is Networking