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User Research
                From Exploration to Ideation

                          Mumin Yu & Jen Wang




             Mumin Yu                                   Jen Wang
NTU iNSIGHT, Director of UXLab             NTU iNSIGHT, Sr. UX Researcher of UXLab

USERXING, Founder & Principle Consultant

UiGathering, Committee Member


         mumin.yu@userxing.com                    jen.wang@insight.ntu.edu.tw
User Centered Design




• Early focus on users and tasks
• Empirical measurement of product usage
• Iterative design
Know          Create




Know   USER   Create
Know   USER   Create


                         Participatory
                            Design




       Know   USER   Create


Contextual
 Design
http://www.chi2010.org/authors/cfp-sdc.html




Design an object, interface, system, or service
intended to encourage people to take a walk.




           Explore             Envision
    Know              USER                Create
           Evaluate            Embody
Explore                                                           Envision




 Collect         Analyze        Synthesize         Diverge                Converge            Enrich           Evaluate


   !                "              #                   $                    %                  &                 '
Contextual       Group          Affinity             Wall                    Hot          Visioning             Plus
 Inquiry     Interpretation    Diagraming          Walking                 Ideas                               Minus




                                               Statistical
                                             Macro technique
                                              (many people)

                            SURVEYS                                         VIDEO
                                                                         ETHNOGRAPHY

                Explicit opportunities and needs              Latent opportunities and needs
       Saying                                                                                          Doing

                        FOCUS GROUPS                                 OBSERVATIONAL
                                                                      TECHNIQUES

                                             Micro technique
                                              (few people)
                                              Interpretive




                                              (Moggridge, 2007, P.664)
Explore                                        Envision




 Collect        Analyze       Synthesize   Diverge   Converge            Enrich   Evaluate


    !             "              #           $         %                  &         '
Contextual       Group         Affinity      Wall       Hot          Visioning     Plus
 Inquiry     Interpretation   Diagraming   Walking    Ideas                       Minus




                          ! Contextual Inquiry
• One-on-one
• In the user’s environment
• Observations of user’s behavior
Activities




Environments
Interactions




  Objects
Users




        ctivities

        nvironments

        nteractions

        bjects

        sers
1. Introduce

           2. Switch to Inquiry

           3. Observe and Ask

           4. Record

           5. Share Idea

           6. Wrap up




                Explore                                        Envision




 Collect         Analyze       Synthesize   Diverge   Converge            Enrich   Evaluate


    !              "              #           $         %                  &         '
Contextual        Group         Affinity      Wall       Hot          Visioning     Plus
 Inquiry      Interpretation   Diagraming   Walking    Ideas                       Minus
" Group Interpretation




• Group of 4-6 people
• Share inquiry experience
• Make sense of user’s behavior
• Capturing key findings
Collective Intellignece
                                                Average Member Intelligence
                                                Maximum Member Intellignece


                                          0.6
     Standardize regression coefficient
                                          0.5

                                          0.4

                                          0.3

                                          0.2

                                          0.1

                                           0
                                                    Study 1:         Study 2:
                                                 Video Game     Architectural Design




Important Characteristic of the Behavior
new note?




 User’s Interpretations of the
Events, Artifacts and Problems




        Breakdowns
Cultural Influences




                         New note




Insightful User Quotes
Design Ideas




Questions for Future Inquiry
( Characteristic of the Behavior

) User’s Interpretation

* Breakdowns

+ Cultural Influences

, Insightful Quotes

- Questions

. Design Ideas




Rules of Recording

( One point only

) Who said or did what

* Stand alone
Note ID                   Quotation
 User ID




Statement

                                                      Question



Design Idea




       1. Assembly the team

       2. Explain the process

       3. Assign roles

       4. Tell story (researcher)

       5. Capture key findings (participants)

       6. Write down on sticky note (notetaker)

       7. Keep session on track (moderator)
Explore                                        Envision




 Collect        Analyze       Synthesize   Diverge   Converge            Enrich   Evaluate


    !             "              #           $         %                  &         '
Contextual       Group         Affinity      Wall       Hot          Visioning     Plus
 Inquiry     Interpretation   Diagraming   Walking    Ideas                       Minus




                          # Affinity Diagraming
• Group of 6-8 people
• Organize sticky notes
• Reveal users’ needs
General




Specific
Rules of Grouping

( Look beyond keyword

) There’s NO absolute right or wrong way

* Need NO consent from others




  !                     "                  #
Rule of Labeling

( Blue: Avoid generalization that hides distinctions

) Pink: Reveal key issues in the data

* Green: Categorical and abstract
1. Assembly the team

2. Explain the process

3. Group sticky notes together

4. Group sticky notes individually

5. Handle “bad” sticky notes

6. Label columns in pair

7. Reorganize the wall
Explore                                        Envision




 Collect        Analyze       Synthesize   Diverge   Converge            Enrich   Evaluate


    !             "              #           $         %                  &         '
Contextual       Group         Affinity      Wall       Hot          Visioning     Plus
 Inquiry     Interpretation   Diagraming   Walking    Ideas                       Minus




                                 $ Wall Walking
1. Think “What could we do?”

 2. Extend others’ ideas

 3. Write design ideas (DI) or questions (Q)
    on a new post-it

 4. Place DI next to the post-it you read




Rules of Wall Walking

( Alone and Silently

) From Top to Bottom

* Don’t Worry about Feasibility
Explore                                        Envision




 Collect        Analyze       Synthesize   Diverge   Converge            Enrich   Evaluate


    !             "              #           $         %                  &         '
Contextual       Group         Affinity      Wall       Hot          Visioning     Plus
 Inquiry     Interpretation   Diagraming   Walking    Ideas                       Minus




                                     % Hot Ideas
1. Discuss key issues from affinity

2. Write key issues on paper

3. List hot ideas according to key issues

4. Combine multiple ideas if possible

5. Write hot ideas on paper




     Key Issues
Rules of Key Issues

( Most Central

) Top User Needs

* Not Design Ideas




        Key Issues    Hot Ideas
Explore                                        Envision




 Collect        Analyze       Synthesize   Diverge   Converge            Enrich   Evaluate


    !             "              #           $         %                  &         '
Contextual       Group         Affinity      Wall       Hot          Visioning     Plus
 Inquiry     Interpretation   Diagraming   Walking    Ideas                       Minus




                                     & Visioning
1. Assign roles: Pen, Poker, Participants

2. Vote for a hot idea to start with

3. Pen start asking “Who am I? What am I doing now?”

4. Participants take turns telling story

5. Pen draw on paper

6. Poker ask questions to clarify
Rules of Visioning

  ( No Judgement

  ) Story about Design Ideas

  * Talk to Pen, not Each Other




          Pen:



Participant 1:



Participant 2:
                       (

Participant 3:

Participant 1:

       Poker:



Participant 2:
Explore                                        Envision




 Collect        Analyze       Synthesize   Diverge   Converge            Enrich   Evaluate


    !             "              #           $         %                  &         '
Contextual       Group         Affinity      Wall       Hot          Visioning     Plus
 Inquiry     Interpretation   Diagraming   Walking    Ideas                       Minus




                                 ' Plus & Minus
1. Do evaluation when multiple versions are
    created

 2. Write down the “Plus” of the vision (+)

 3. Write down the “Minus” of the vision (-)

 4. Give a solution to each “Minus”

 5. Consolidate good parts of the each vision
    into one vision.




Rules of Plus and Minus

( User Needs

) Technology Doable

* Good Sale Potential

$ Organizational Mission
Explore                                        Envision




 Collect        Analyze       Synthesize   Diverge   Converge                 Enrich                         Evaluate


   !              "              #           $         %                         &                                 '
Contextual       Group         Affinity      Wall       Hot                Visioning                            Plus
 Inquiry     Interpretation   Diagraming   Walking    Ideas                                                    Minus




                                                                 http://www.cooper.com/journal/2011/08/you_cant_save_your_way_to_inno.html
Thank You.

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2011 Taiwan UX Summit_Workshop B

  • 1. User Research From Exploration to Ideation Mumin Yu & Jen Wang Mumin Yu Jen Wang NTU iNSIGHT, Director of UXLab NTU iNSIGHT, Sr. UX Researcher of UXLab USERXING, Founder & Principle Consultant UiGathering, Committee Member mumin.yu@userxing.com jen.wang@insight.ntu.edu.tw
  • 2. User Centered Design • Early focus on users and tasks • Empirical measurement of product usage • Iterative design
  • 3. Know Create Know USER Create
  • 4. Know USER Create Participatory Design Know USER Create Contextual Design
  • 5. http://www.chi2010.org/authors/cfp-sdc.html Design an object, interface, system, or service intended to encourage people to take a walk. Explore Envision Know USER Create Evaluate Embody
  • 6. Explore Envision Collect Analyze Synthesize Diverge Converge Enrich Evaluate ! " # $ % & ' Contextual Group Affinity Wall Hot Visioning Plus Inquiry Interpretation Diagraming Walking Ideas Minus Statistical Macro technique (many people) SURVEYS VIDEO ETHNOGRAPHY Explicit opportunities and needs Latent opportunities and needs Saying Doing FOCUS GROUPS OBSERVATIONAL TECHNIQUES Micro technique (few people) Interpretive (Moggridge, 2007, P.664)
  • 7. Explore Envision Collect Analyze Synthesize Diverge Converge Enrich Evaluate ! " # $ % & ' Contextual Group Affinity Wall Hot Visioning Plus Inquiry Interpretation Diagraming Walking Ideas Minus ! Contextual Inquiry
  • 8. • One-on-one • In the user’s environment • Observations of user’s behavior
  • 11. Users ctivities nvironments nteractions bjects sers
  • 12. 1. Introduce 2. Switch to Inquiry 3. Observe and Ask 4. Record 5. Share Idea 6. Wrap up Explore Envision Collect Analyze Synthesize Diverge Converge Enrich Evaluate ! " # $ % & ' Contextual Group Affinity Wall Hot Visioning Plus Inquiry Interpretation Diagraming Walking Ideas Minus
  • 13. " Group Interpretation • Group of 4-6 people • Share inquiry experience • Make sense of user’s behavior • Capturing key findings
  • 14. Collective Intellignece Average Member Intelligence Maximum Member Intellignece 0.6 Standardize regression coefficient 0.5 0.4 0.3 0.2 0.1 0 Study 1: Study 2: Video Game Architectural Design Important Characteristic of the Behavior
  • 15. new note? User’s Interpretations of the Events, Artifacts and Problems Breakdowns
  • 16. Cultural Influences New note Insightful User Quotes
  • 17. Design Ideas Questions for Future Inquiry
  • 18. ( Characteristic of the Behavior ) User’s Interpretation * Breakdowns + Cultural Influences , Insightful Quotes - Questions . Design Ideas Rules of Recording ( One point only ) Who said or did what * Stand alone
  • 19. Note ID Quotation User ID Statement Question Design Idea 1. Assembly the team 2. Explain the process 3. Assign roles 4. Tell story (researcher) 5. Capture key findings (participants) 6. Write down on sticky note (notetaker) 7. Keep session on track (moderator)
  • 20. Explore Envision Collect Analyze Synthesize Diverge Converge Enrich Evaluate ! " # $ % & ' Contextual Group Affinity Wall Hot Visioning Plus Inquiry Interpretation Diagraming Walking Ideas Minus # Affinity Diagraming
  • 21. • Group of 6-8 people • Organize sticky notes • Reveal users’ needs
  • 22.
  • 23.
  • 25. Rules of Grouping ( Look beyond keyword ) There’s NO absolute right or wrong way * Need NO consent from others ! " #
  • 26. Rule of Labeling ( Blue: Avoid generalization that hides distinctions ) Pink: Reveal key issues in the data * Green: Categorical and abstract
  • 27.
  • 28. 1. Assembly the team 2. Explain the process 3. Group sticky notes together 4. Group sticky notes individually 5. Handle “bad” sticky notes 6. Label columns in pair 7. Reorganize the wall
  • 29. Explore Envision Collect Analyze Synthesize Diverge Converge Enrich Evaluate ! " # $ % & ' Contextual Group Affinity Wall Hot Visioning Plus Inquiry Interpretation Diagraming Walking Ideas Minus $ Wall Walking
  • 30. 1. Think “What could we do?” 2. Extend others’ ideas 3. Write design ideas (DI) or questions (Q) on a new post-it 4. Place DI next to the post-it you read Rules of Wall Walking ( Alone and Silently ) From Top to Bottom * Don’t Worry about Feasibility
  • 31. Explore Envision Collect Analyze Synthesize Diverge Converge Enrich Evaluate ! " # $ % & ' Contextual Group Affinity Wall Hot Visioning Plus Inquiry Interpretation Diagraming Walking Ideas Minus % Hot Ideas
  • 32. 1. Discuss key issues from affinity 2. Write key issues on paper 3. List hot ideas according to key issues 4. Combine multiple ideas if possible 5. Write hot ideas on paper Key Issues
  • 33. Rules of Key Issues ( Most Central ) Top User Needs * Not Design Ideas Key Issues Hot Ideas
  • 34. Explore Envision Collect Analyze Synthesize Diverge Converge Enrich Evaluate ! " # $ % & ' Contextual Group Affinity Wall Hot Visioning Plus Inquiry Interpretation Diagraming Walking Ideas Minus & Visioning
  • 35. 1. Assign roles: Pen, Poker, Participants 2. Vote for a hot idea to start with 3. Pen start asking “Who am I? What am I doing now?” 4. Participants take turns telling story 5. Pen draw on paper 6. Poker ask questions to clarify
  • 36. Rules of Visioning ( No Judgement ) Story about Design Ideas * Talk to Pen, not Each Other Pen: Participant 1: Participant 2: ( Participant 3: Participant 1: Poker: Participant 2:
  • 37. Explore Envision Collect Analyze Synthesize Diverge Converge Enrich Evaluate ! " # $ % & ' Contextual Group Affinity Wall Hot Visioning Plus Inquiry Interpretation Diagraming Walking Ideas Minus ' Plus & Minus
  • 38. 1. Do evaluation when multiple versions are created 2. Write down the “Plus” of the vision (+) 3. Write down the “Minus” of the vision (-) 4. Give a solution to each “Minus” 5. Consolidate good parts of the each vision into one vision. Rules of Plus and Minus ( User Needs ) Technology Doable * Good Sale Potential $ Organizational Mission
  • 39. Explore Envision Collect Analyze Synthesize Diverge Converge Enrich Evaluate ! " # $ % & ' Contextual Group Affinity Wall Hot Visioning Plus Inquiry Interpretation Diagraming Walking Ideas Minus http://www.cooper.com/journal/2011/08/you_cant_save_your_way_to_inno.html