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Agile 2011<br />Salt Lake City<br />@AskAUser<br />@Carologic<br />Faster Usability Testing in an Agile World<br />
"The biggest waste of all is building something no one wants"<br />- @ericries #LeanStartupMI via @MelBugai<br />
Create a great, usable, accessible, and relevant experience<br />
Harmonize Our Language<br />
Agile<br />Sprints<br />Iteration<br />Wall – scrum or kanban<br />
Usability Testing is…<br />Representative users <br />Doing real tasks<br />Being observed<br />Using prototypes or live p...
Demo / Acceptance Testing<br />After development is done<br />Stakeholders, purchasers – not users<br />Product is demonst...
Can Test…<br />Websites, mobile, products, services<br />Ideas<br />Prototypes: Paper to hi-fi<br />
Measure Ability to Achieve Goals<br />Effectiveness<br />Efficiency<br />Learnability<br />Satisfaction<br />More…<br />
Locations<br />Anywhere (conference room, remotely)<br />Any Stage (earlier = better)<br />Anytime (un-moderated)<br />Rea...
Early Testing Reduces Risks<br />Early research reduces chance of major issues later<br />Major work is done on priority i...
Benefits of U Testing<br />Save time & money<br />Minimize human cost (users & team)<br />Better UX means increased <br />...
Bringing it to Agile<br />
Shared Values<br />Individuals and interactions<br />Working software<br />Customer collaboration<br />Responding to chang...
Integrating with Agile<br />UX<br />Increased understanding of Users<br />Dev<br />
Agile Integration<br />Use each study to pick up information<br />Additional user research done in parallel<br />UX<br />I...
Testing Methods<br />
Any Method Can be Adapted<br />Quick<br />Bare minimum of effort<br />Get needed feedback<br />Provide recommendations<br ...
Scope Effort<br />Consider budget, resources<br />Time<br />Recruiting<br />Facilitating<br />Analyzing<br />Adding partic...
Paper, Clickable or Real Code?<br />Always start with paper<br />Guerilla / hallway test<br />Users may misunderstand<br /...
Paper or Clickable Prototype<br />Rapid Iterative Testing & Evaluation (RITE)<br />Traditional Testing<br />In-Person<br /...
RITE Overview<br />Qualitative user feedback <br />actions + comments <br />Series of small usability tests<br />3 partici...
RITE Process<br />Priority<br />& Level of Effort<br />Update<br />Test<br />Test<br />1<br />High<br />Medium<br />Low<br...
Recap Sessions<br />End of each day - after the last session<br />Room with a whiteboard.  <br />About 30 minutes. <br />D...
RITE Results<br />Final prototype <br />Vetted with users<br />Base for recommendations<br />Light Report: “Caterpillar to...
What Works for RITE<br />Best used early in project lifecycle <br />Early concepts<br />Need to be vetted with users<br />...
Real Code<br />Traditional Testing<br />In-Person or remote<br />Less users, shorter sessions: analyze at lunch<br />Recom...
Remote Testing Options<br />
Remote - Moderated<br />Lab setup<br />Robust computer<br />Screen sharing software<br />Participants camera (optional)<br...
Remote – Un-moderated<br />No “Lab” needed – online software<br />Participants camera (optional)<br />Participant’s intern...
Benefits of Remote<br />No travel<br />Easy to set up<br />No special room required (advised!)<br />Can be conducted from ...
Software*<br />Simple<br />Un-Moderated<br />Moderated<br />Complex<br />*Incomplete list with subjective ratings<br />
Make Observers Work<br />Observers (PO, PM, dev, etc.)<br />Take notes<br />Help operate software/recording equipment<br /...
Formal Lab?<br />Your team<br />Need them to show up<br />Need to be able to schedule as needed<br />Recommend laptop/port...
Regular Testing<br />(Yes, this is an old idea; a great one!)<br />
Bring it On!<br />Small focused tests<br />Reduce waiting for recruitment<br />Once per week or per Sprint<br />Same day m...
User Testing Day!<br />Make team aware<br />Invite everyone<br />Watch remotely<br />Recurring meeting invites for stakeho...
What to test?<br />Identify what to test at start of Sprint<br />Work in Progress<br />Multiple projects<br />Prototypes<b...
“Teams should stretch to get work into that day’s test and use the cadence to drive productivity.”<br />- Jeff Gothelf - h...
Why Regular?<br />Team becomes: <br />accustomed to steady stream of qualitative insight <br />insight ensures quick decis...
Planning is Tight<br />UX<br />Plans study<br />Identifies additional work<br />Recruitment “automated”<br />
Hire a Recruiter<br />Allows you to focus.<br />Good recruiters:<br />find right participants.<br />give regular updates.<...
Do it Yourself<br />Internal resource who REALLY understands who you need<br />Create a panel (large recruits, less often)...
Use Site to Recruit<br />Pop up on your site:<br />http://ethnio.com<br />
Include PWD<br />People with disabilities<br />“We are all only temporarily able-bodied. Accessibility is good for us all....
Make it Repeatable<br />
Pre-Book Your Rooms<br />Test & Observation Rooms<br />Any location will do<br />Conference rooms<br />Offices<br />Quiet ...
Create Reusable Templates<br />Screener<br />Technology use/experience <br />Knowledge of topic<br />Scripts/Guides<br />C...
Honorariums<br />Make it easy – buy ahead<br />Gift cards from retail stores (Target, Starbucks)<br />More complex<br />Am...
Notetaking<br />Keep it simple<br />Paper or Computer<br />Depends on situation<br />People are less bothered by typing<br...
Find Patterns in Data<br />
Quicker – on Big Paper<br />
Debriefing After Testing<br />
True Statements<br />All interfaces have usability problems<br />Limited resources to fix them<br />More problems than res...
Debrief with Team<br />Assumes stakeholders watched tests<br />If not, wait for UX analysis<br />Quick analysis to quick d...
Goal<br />Identify top 5 or 10 most serious issues<br />Top 3 from each list<br />Prioritize from lists<br />Commit resour...
Guidelines<br />Stay on Topic<br />Be Constructive<br />Don’t get distracted by small problems<br />Intense focus on fixin...
Make Useful & Usable Recommendations - Quickly<br />
Transform Data<br />Look for patterns<br />Read “between the lines”<br />Know what you’ve got <br />Sort, reorganize, revi...
Documentation<br />Reduce, reuse<br />Use email, IM, etc.<br />Put it on the wall<br />Must be easy to understand<br />Qui...
Email or One Pager<br />Goal of report<br />Think about audience<br />How will it be used?<br />Include<br />Goal of study...
Tweak, Don’t Redesign<br />Small iterative changes<br />Make it better now<br />Don’t break something else<br />Take somet...
Do UX Early & Often<br />Make users visible<br />Information radiators<br />Test findings<br />Artifacts<br />Personas<br ...
Recommended Readings<br />64<br />
Contact<br />carol@mw-research.com<br />www.mw-research.com <br />slideshare.net/carologic<br />speakerrate.com/speakers/1...
References<br />Albert, Bill, Tom Tullis, and Donna Tedesco. Beyond the Usability Lab.<br />Gothelf , Jeff. http://blog.us...
Tool Considerations<br /><ul><li>In-person or remote?
Lab or on-site?
Prototype limitations (can it be online?, is it a document or a clickable site?)
Number of observers, number of participants?
Number of facilitators?
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Faster Usability Testing in an Agile World presented at Agile2011

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The sheer speed of an Agile project can be frightening to even the most experienced UX practitioner. This talk covers testing in short, quick, repetitive sessions, without sacrificing quality. The presentation covers strategies and techniques that can be used for speeding up traditional usability testing, on-site, remote and Rapid Iterative Testing and Evaluation (RITE) methods. Topics from planning through analysis, and ways to provide useful and usable recommendations to the team will be covered.

Published in: Technology, Design

Transcript of "Faster Usability Testing in an Agile World presented at Agile2011"

  1. 1. Agile 2011<br />Salt Lake City<br />@AskAUser<br />@Carologic<br />Faster Usability Testing in an Agile World<br />
  2. 2. "The biggest waste of all is building something no one wants"<br />- @ericries #LeanStartupMI via @MelBugai<br />
  3. 3. Create a great, usable, accessible, and relevant experience<br />
  4. 4. Harmonize Our Language<br />
  5. 5. Agile<br />Sprints<br />Iteration<br />Wall – scrum or kanban<br />
  6. 6. Usability Testing is…<br />Representative users <br />Doing real tasks<br />Being observed<br />Using prototypes or live products<br />
  7. 7. Demo / Acceptance Testing<br />After development is done<br />Stakeholders, purchasers – not users<br />Product is demonstrated (not tested)<br />Not in context of real use<br />Not what we’re talking about<br />
  8. 8. Can Test…<br />Websites, mobile, products, services<br />Ideas<br />Prototypes: Paper to hi-fi<br />
  9. 9. Measure Ability to Achieve Goals<br />Effectiveness<br />Efficiency<br />Learnability<br />Satisfaction<br />More…<br />
  10. 10. Locations<br />Anywhere (conference room, remotely)<br />Any Stage (earlier = better)<br />Anytime (un-moderated)<br />Realistic test environment<br />Photo by Roebot at http://www.flickr.com/photos/roebot/2964156413/<br />
  11. 11. Early Testing Reduces Risks<br />Early research reduces chance of major issues later<br />Major work is done on priority items<br />11<br />
  12. 12. Benefits of U Testing<br />Save time & money<br />Minimize human cost (users & team)<br />Better UX means increased <br />Usefulness<br />Efficiency<br />Productivity<br />
  13. 13. Bringing it to Agile<br />
  14. 14. Shared Values<br />Individuals and interactions<br />Working software<br />Customer collaboration<br />Responding to change<br />
  15. 15. Integrating with Agile<br />UX<br />Increased understanding of Users<br />Dev<br />
  16. 16. Agile Integration<br />Use each study to pick up information<br />Additional user research done in parallel<br />UX<br />Interviews<br />User Observations<br />Survey<br />Increased understanding of Users<br />Personas<br />Dev<br />
  17. 17. Testing Methods<br />
  18. 18. Any Method Can be Adapted<br />Quick<br />Bare minimum of effort<br />Get needed feedback<br />Provide recommendations<br />Repeatable <br />
  19. 19. Scope Effort<br />Consider budget, resources<br />Time<br />Recruiting<br />Facilitating<br />Analyzing<br />Adding participants increases budget & time<br />
  20. 20. Paper, Clickable or Real Code?<br />Always start with paper<br />Guerilla / hallway test<br />Users may misunderstand<br />Clickable prototypes<br />Easier to understand<br />Can easily change<br />Real Code<br />Great if it’s the right solution<br />
  21. 21. Paper or Clickable Prototype<br />Rapid Iterative Testing & Evaluation (RITE)<br />Traditional Testing<br />In-Person<br />Remote more challenging<br />
  22. 22. RITE Overview<br />Qualitative user feedback <br />actions + comments <br />Series of small usability tests<br />3 participants each day<br />Minimum of 3 days of testing <br />Iteration between testing days<br />Total of 5 days<br />
  23. 23. RITE Process<br />Priority<br />& Level of Effort<br />Update<br />Test<br />Test<br />1<br />High<br />Medium<br />Low<br />2<br />3<br />23<br />
  24. 24. Recap Sessions<br />End of each day - after the last session<br />Room with a whiteboard. <br />About 30 minutes. <br />Discuss:<br />trends seen<br />concerns<br />recommendations<br />prioritize changes for the next round<br />list lower priority changes for future iterations<br />24<br />
  25. 25. RITE Results<br />Final prototype <br />Vetted with users<br />Base for recommendations<br />Light Report: “Caterpillar to Butterfly”<br />Screenshots show progressions<br />What changes were made and why<br />
  26. 26. What Works for RITE<br />Best used early in project lifecycle <br />Early concepts<br />Need to be vetted with users<br />Can assist in quickly shaping designs<br />26<br />
  27. 27. Real Code<br />Traditional Testing<br />In-Person or remote<br />Less users, shorter sessions: analyze at lunch<br />Recommend 3 or more users<br />Half hour to 1 hour each<br />Great for prototypes too!<br />
  28. 28. Remote Testing Options<br />
  29. 29. Remote - Moderated<br />Lab setup<br />Robust computer<br />Screen sharing software<br />Participants camera (optional)<br />Internet on both ends<br />Speedy<br />Separate from phone line<br />
  30. 30. Remote – Un-moderated<br />No “Lab” needed – online software<br />Participants camera (optional)<br />Participant’s internet only<br />Recommend to complement Moderated Testing<br />
  31. 31. Benefits of Remote<br />No travel<br />Easy to set up<br />No special room required (advised!)<br />Can be conducted from almost anywhere<br />Option to see their real environment<br />Drawback: no F2F<br />
  32. 32. Software*<br />Simple<br />Un-Moderated<br />Moderated<br />Complex<br />*Incomplete list with subjective ratings<br />
  33. 33. Make Observers Work<br />Observers (PO, PM, dev, etc.)<br />Take notes<br />Help operate software/recording equipment<br />Greet participants<br />
  34. 34. Formal Lab?<br />Your team<br />Need them to show up<br />Need to be able to schedule as needed<br />Recommend laptop/portable lab<br />Can be semi-permanent<br />Ready when you are (minimal setup)<br />
  35. 35. Regular Testing<br />(Yes, this is an old idea; a great one!)<br />
  36. 36. Bring it On!<br />Small focused tests<br />Reduce waiting for recruitment<br />Once per week or per Sprint<br />Same day mid-week (not Monday or Friday)<br />
  37. 37. User Testing Day!<br />Make team aware<br />Invite everyone<br />Watch remotely<br />Recurring meeting invites for stakeholders<br />
  38. 38. What to test?<br />Identify what to test at start of Sprint<br />Work in Progress<br />Multiple projects<br />Prototypes<br />Concepts, rough ideas, brainstorming<br />Competing designs, (A/B testing)<br />Comparative studies across market<br />User research<br />
  39. 39. “Teams should stretch to get work into that day’s test and use the cadence to drive productivity.”<br />- Jeff Gothelf - http://blog.usabilla.com/5-effective-ways-for-usability-testing-to-play-nice-with-agile/<br />
  40. 40. Why Regular?<br />Team becomes: <br />accustomed to steady stream of qualitative insight <br />insight ensures quick decisions…line up with business and user goals<br />Adapted from Jeff Gothelf - http://blog.usabilla.com/5-effective-ways-for-usability-testing-to-play-nice-with-agile/<br />
  41. 41. Planning is Tight<br />UX<br />Plans study<br />Identifies additional work<br />Recruitment “automated”<br />
  42. 42. Hire a Recruiter<br />Allows you to focus.<br />Good recruiters:<br />find right participants.<br />give regular updates.<br />take care of directions, confirmations, incentives, etc.<br />
  43. 43. Do it Yourself<br />Internal resource who REALLY understands who you need<br />Create a panel (large recruits, less often)<br />Internal customer lists, user groups<br />Schedule as needed<br />Use cautiously<br />
  44. 44. Use Site to Recruit<br />Pop up on your site:<br />http://ethnio.com<br />
  45. 45. Include PWD<br />People with disabilities<br />“We are all only temporarily able-bodied. Accessibility is good for us all.” <br />Get to spirit of the law (Section 508, WCAG 2.0)<br />-@mollydotcom at #stirtrek 2011 via @carologic<br />
  46. 46. Make it Repeatable<br />
  47. 47. Pre-Book Your Rooms<br />Test & Observation Rooms<br />Any location will do<br />Conference rooms<br />Offices<br />Quiet corner of cafeteria<br />Remote<br />
  48. 48. Create Reusable Templates<br />Screener<br />Technology use/experience <br />Knowledge of topic<br />Scripts/Guides<br />Consent Forms<br />Data Collection<br />
  49. 49. Honorariums<br />Make it easy – buy ahead<br />Gift cards from retail stores (Target, Starbucks)<br />More complex<br />Amazon Gift Cards<br />Product credits<br />
  50. 50. Notetaking<br />Keep it simple<br />Paper or Computer<br />Depends on situation<br />People are less bothered by typing<br />Can you pay attention?<br />
  51. 51. Find Patterns in Data<br />
  52. 52. Quicker – on Big Paper<br />
  53. 53. Debriefing After Testing<br />
  54. 54. True Statements<br />All interfaces have usability problems<br />Limited resources to fix them<br />More problems than resources<br />Less serious problems distract<br />Intense focus on fixing most serious problems first<br />Adapted from: Rocket Surgery Made Easy: The Do-It-Yourself Guide to Finding and Fixing Usability Problems. By Steve Krug<br />
  55. 55. Debrief with Team<br />Assumes stakeholders watched tests<br />If not, wait for UX analysis<br />Quick analysis to quick decisions<br />All decision makers MUST be present<br />
  56. 56. Goal<br />Identify top 5 or 10 most serious issues<br />Top 3 from each list<br />Prioritize from lists<br />Commit resources for next sprint<br />Stop<br />Adapted from: Rocket Surgery Made Easy: The Do-It-Yourself Guide to Finding and Fixing Usability Problems. By Steve Krug<br />
  57. 57. Guidelines<br />Stay on Topic<br />Be Constructive<br />Don’t get distracted by small problems<br />Intense focus on fixing most serious problems first<br />
  58. 58. Make Useful & Usable Recommendations - Quickly<br />
  59. 59. Transform Data<br />Look for patterns<br />Read “between the lines”<br />Know what you’ve got <br />Sort, reorganize, review, repeat<br />What refutes your expectations?<br />Surprises?<br />Outliers?<br />
  60. 60. Documentation<br />Reduce, reuse<br />Use email, IM, etc.<br />Put it on the wall<br />Must be easy to understand<br />Quickly absorbable<br />
  61. 61. Email or One Pager<br />Goal of report<br />Think about audience<br />How will it be used?<br />Include<br />Goal of study<br />What will be fixed and who assigned to<br />Tasks attempted<br />Who observed<br />Future research/enhancements<br />
  62. 62. Tweak, Don’t Redesign<br />Small iterative changes<br />Make it better now<br />Don’t break something else<br />Take something away<br />Reduce distractions<br />Don’t add – question it<br />Rocket Surgery Made Easy: The Do-It-Yourself Guide to Finding and Fixing Usability Problems. By Steve Krug<br />
  63. 63. Do UX Early & Often<br />Make users visible<br />Information radiators<br />Test findings<br />Artifacts<br />Personas<br />Word Clouds - IA<br />
  64. 64. Recommended Readings<br />64<br />
  65. 65. Contact<br />carol@mw-research.com<br />www.mw-research.com <br />slideshare.net/carologic<br />speakerrate.com/speakers/15585-caroljsmith<br />
  66. 66. References<br />Albert, Bill, Tom Tullis, and Donna Tedesco. Beyond the Usability Lab.<br />Gothelf , Jeff. http://blog.usabilla.com/5-effective-ways-for-usability-testing-to-play-nice-with-agile/<br />Henry, S.L. and Martinson, M. Evaluating for Accessibility, Usability Testing in Diverse Situations. Tutorial, 2003 UPA Conference.<br />Krug, Steve. Rocket Surgery Made Easy: The Do-It-Yourself Guide to Finding and Fixing Usability Problems.<br />Rubin, Jeffrey and Dana Chisnell. Handbook of Usability Testing: How to Plan, Design, and Conduct Effective Tests. John Wiley & Sons, Inc.<br />
  67. 67. Tool Considerations<br /><ul><li>In-person or remote?
  68. 68. Lab or on-site?
  69. 69. Prototype limitations (can it be online?, is it a document or a clickable site?)
  70. 70. Number of observers, number of participants?
  71. 71. Number of facilitators?
  72. 72. Logging and video editing needs (time on task, highlight video creation)?
  73. 73. Surveys before or after?
  74. 74. Eye tracking?</li></li></ul><li>Usability Testing Software<br /><ul><li>Morae
  75. 75. Ovo
  76. 76. SilverBack (Mac only)
  77. 77. UserWorks
  78. 78. Noldus
  79. 79. Tobii (Eye-tracker)
  80. 80. SMI (Eye-tracker)
  81. 81. SurveyMonkey</li></li></ul><li>Screen Sharing Software<br />GoToMeeting – http://www.gotomeeting.com <br />Lotus SametimeUnyte – http://www.unyte.com<br />YuuGuu -- http://www.yuuguu.com <br />WebEx – http://www.webex.com<br />Yugma -- https://www.yugma.com/ <br />Trouble Shooting: CoPilot - https://www.copilot.com/ <br />
  82. 82. Satisfaction Questionnaires<br />Standard Usability Measurement Inventory (SUMI) <br />office/desktop software, purchase<br />50 questions<br />Website Analysis and MeasureMent Inventory (WHAMMI)<br />Purchase<br />20 questions<br />System Usability Scale (SUS) <br />Free<br />10 questions<br />
  83. 83. Recommended Sites<br />Usability.gov<br />W3C Web Accessibility Initiative <br />http://www.w3.org/WAI/<br />Accessibility Standards in US (Section 508)<br />http://www.access-board.gov/sec508/508standards.htm<br />Jakob Nielsen <br />http://www.useit.com <br />UPA – professional UX association<br />http://www.upainternational.org/ <br />
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