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Overseas usability testing




                           dy
                     e  stu
               A Ca s    DYE
                             R
                      E
               B Y JO




@joeplanet                       joedyer@gmail.com
A long time ago in a country far, far away...




    I	
  had	
  the	
  remarkable	
  experience	
  of	
  managing	
  the	
  
    usability	
  tes;ng	
  of	
  a	
  prototype	
  in	
  Europe	
  across	
  
    three	
  markets.
by the numbers

 ★   12	
  days
 ★   10,723	
  miles
 ★   3	
  tes;ng	
  loca;ons
 ★   1	
  prototype
 ★   3	
  languages
 ★   24	
  test	
  par;cipants
by the numbers

 ★   12	
  days
 ★   10,723	
  miles             LONDON

 ★   3	
  tes;ng	
  loca;ons     PARIS

                                 MILAN
 ★   1	
  prototype
 ★   3	
  languages
 ★   24	
  test	
  par;cipants
Who is this for?




      usability experts
Who is this for?




Business or
product managers
Who is this for?




  the morbidly curious
Who is this for?


          wait, what are we
           talking about?




  the morbidly curious
is testing Different overseas?
How testing is different overseas


                    INTERACTIVE AGENCY




  Tes;ng	
  abroad	
  almost	
  always	
  involves	
  working	
  
  with	
  a	
  tes;ng	
  agency.	
  Think	
  expensive	
  contracts.
How testing is different overseas




 Less	
  than	
  favorable	
  exchange	
  rates	
  in	
  the	
  last	
  several	
  years
How testing is different overseas




                   London



                    milan




Have	
  you	
  seen	
  the	
  cost	
  of	
  interna;onal	
  travel	
  these	
  days?
How testing is different overseas

    He says, your breath
       He says, your breath
    smells like garlic!
        smells like garlic!

                                                          votr
                                                               e ha
                                                           sen      lein
                                                               t l'a     e
                                                                     il!




Transla;on	
  services	
  are	
  likely	
  to	
  be	
  an	
  addi;onal	
  cost.
4
what worked well and what did not?




  preparation   facilitation   execution
Plan early & Share early




 Test	
  objec;ves	
  and	
  
 scenarios	
  were	
  wriRen	
  
 internally	
  before	
  shared	
  
 with	
  tes;ng	
  consultants.
appropriate # of tasks




  Number	
  of	
  test	
  objec;ves	
  in	
  the	
  usability	
  
  test	
  plan	
  were	
  too	
  numerous	
  for	
  the	
  test	
  
  as	
  it	
  was	
  executed.	
  
appropriate # of tasks




  Facilitators	
  wasted	
  too	
  much	
  ;me	
  on	
  
  unrequested	
  benchmark	
  tes;ng	
  ques;ons.
Engage early & often




                      agency                            client




Maybe two conference calls and a dozen or so emails were not quite enough.
Engage early & often


              ZZZZ




                      agency                            client




Maybe two conference calls and a dozen or so emails were not quite enough.
Test preparation


Do	
  all	
  that	
  you	
  can	
  to	
  assess	
  the	
  skills	
  and	
  abili;es	
  
of	
  any	
  agency	
  or	
  contractor	
  you	
  intend	
  to	
  hire.

Get	
  mul;ple	
  bids	
  if	
  you	
  can.

Over	
  communicate	
  all	
  tes;ng	
  objec;ves	
  un;l	
  they	
  
are	
  capable	
  of	
  being	
  your	
  proxy.
the prototype




 We	
  created	
  a	
  single	
  prototype,	
  in	
  three	
  languages.
go high-fidelity




Limited	
  sta;c	
  HTML	
  model	
  made	
  it	
  nearly	
  impossible	
  for	
  test	
  
par;cipants	
  to	
  explore	
  the	
  possibili;es	
  of	
  the	
  prototype.
lost in translation




                                ected to
               Visito rs are exp      between
                          the office
            c omplain at           1 am daily
                        of 9 and 1
            the hours




Some	
  translated	
  words	
  were	
  too	
  literal	
  and	
  were	
  not	
  
reviewed	
  for	
  context	
  within	
  the	
  prototype.
Please leave
your values at
the front desk
The genuine antics in
your room come from
our family castle.
Long life to it.
special today:
 no ice cream
special today:
          no ice cream



         es l eave
ou r win
        thing to
yo u no
h ope for
We take your b
               ags
and send them
               in
all directions
We take your b
                     ags
      and send them
                     in
      all directions




The manag er has
pers onally
passed  all the
       serve d here
water
Come alive with the
Pepsi Generation
Pepsi will bring
your ancestors
back from the dead
Salem - Feeling Free
When smoking Salem, you feel
so refreshed that your mind
seems to be free and empty
selecting test participants


 The	
  English	
  call	
  screener	
  
 was	
  easy	
  to	
  review	
  and	
  
 approve.

The	
  French	
  screener?
The	
  Italian	
  screener?
printed test scenarios




Scenarios	
  were	
  given	
  to	
  
par;cipants	
  wriRen	
  on	
  a	
  
card	
  for	
  consistency.
and even more issues ...


Facilitators	
  were	
  not	
  
familiar	
  with	
  the	
  
prototype	
  or	
  test	
  
objec;ves	
  prior	
  to	
  
tes;ng.
keeping it on the fairway
keeping it on the fairway




 How am i
  doing?
keeping it on the fairway




                         do you really
 How am i
                        need me to tell
  doing?
                          you again?
test facilitation




    Instant	
  Messenger	
  can	
  be	
  your	
  friend.	
  	
  
the domino effect
the domino effect




       Long	
  process	
  of	
  
      contrac;ng,	
  legal	
  
         review,	
  etc
the domino effect




                          Test	
  plan	
  
                       covered	
  in	
  two	
  
                      conference	
  calls	
  
                           &	
  email

       Long	
  process	
  of	
  
      contrac;ng,	
  legal	
  
         review,	
  etc
the domino effect




                                    Benchmark	
  
                                       tes;ng	
  
                                   encroached	
  on	
  
                                      scenarios

                          Test	
  plan	
  
                       covered	
  in	
  two	
  
                      conference	
  calls	
  
                           &	
  email

       Long	
  process	
  of	
  
      contrac;ng,	
  legal	
  
         review,	
  etc
the domino effect


                                                  Facilitator’s	
  lack	
  
                                                   of	
  familiarity	
  
                                                  with	
  prototype

                                    Benchmark	
  
                                       tes;ng	
  
                                   encroached	
  on	
  
                                      scenarios

                          Test	
  plan	
  
                       covered	
  in	
  two	
  
                      conference	
  calls	
  
                           &	
  email

       Long	
  process	
  of	
  
      contrac;ng,	
  legal	
  
         review,	
  etc
beware expensive reports



                    rt                 rt
               r epo              r epo
          ft                 al
    dra                  fin
so, why three cities at
nearly the same time?
underscore user differences

       MARKET COMPARISON




          LARGE   medium   SMALL
underscore user differences

       MARKET COMPARISON




           LARGE      medium       SMALL




       i   1. Very internet savvy
           2. High rate of adoption
           3. Not likely to need offline help
           4. market is ready for the solution
underscore user differences

       MARKET COMPARISON




           LARGE      medium       SMALL




       i   1. more market potential
           2. not likely to need offline help
           3. solution has a chance to succeed
              with some modifications
underscore user differences

       MARKET COMPARISON




             LARGE      medium       SMALL



       i   1. catastrophic usability findings
           2. Lower rate of adoption
           3. most likely to need offline help
           4. solution doesn't work in this locale
reduced travel costs
reduced travel costs
so biz managers could see market reactions




 Key	
  business	
  managers	
  were	
  present	
  during	
  the	
  tests,	
  
 directly	
  observing	
  poten;al	
  customers	
  interac;ng	
  with	
  the	
  
 new	
  e-­‐commerce	
  solu;on.
the time machine
the time machine



just getting to work
the time machine



just getting to work



 last test of the day
the time machine



just getting to work



 last test of the day




where to eat dinner?
this is no time for a vacation



All resources working on the prototypes should not
be on vacation or tied up with other commitments
during the time of testing.

Consider moving to an alternate schedule.
technical difficulties




        Sorry. The streaming video has timed out.
    !   See your System Administrator for help.




                                  0:00 / 4:59
daily conference calls




   Daily	
  conference	
  calls	
  were	
  setup	
  to	
  discuss	
  
   test	
  findings	
  and	
  build	
  consensus	
  on	
  the	
  
   severity	
  of	
  each	
  finding.
allow for travel time
it's just a browser, right?
4 ways to test overseas
4 ways to test overseas




           plan it all and hire help
4 ways to test overseas




    keynote (formerly vividence) study
44 waysto test overseas
  ways to test abroad




           outsource it completely
44 waysto test overseas
  ways to test abroad




           rogue or ad hoc testing
and so, in conclusion ...


   OVERSEAS	
  TESTING	
  PRE-­‐FLIGHT	
  CHECKLIST
questions?
@joeplanet


newtrality.com
joedyer@gmail.com
resources

iStockphoto
Flickr
UCD	
  Stencil	
  by	
  Zazelenchuk	
  &	
  Boling
Glyphish	
  Icons
My	
  Wacom	
  tablet	
  and	
  two	
  hands

Created	
  while	
  listening	
  to	
  Master	
  of	
  Puppets
by	
  Metallica	
  and	
  	
  Are	
  You	
  Experienced	
  by	
  Jimi	
  Hendrix	
  

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Overseas Usability Testing

  • 1. Overseas usability testing dy e stu A Ca s DYE R E B Y JO @joeplanet joedyer@gmail.com
  • 2. A long time ago in a country far, far away... I  had  the  remarkable  experience  of  managing  the   usability  tes;ng  of  a  prototype  in  Europe  across   three  markets.
  • 3. by the numbers ★ 12  days ★ 10,723  miles ★ 3  tes;ng  loca;ons ★ 1  prototype ★ 3  languages ★ 24  test  par;cipants
  • 4. by the numbers ★ 12  days ★ 10,723  miles LONDON ★ 3  tes;ng  loca;ons PARIS MILAN ★ 1  prototype ★ 3  languages ★ 24  test  par;cipants
  • 5. Who is this for? usability experts
  • 6. Who is this for? Business or product managers
  • 7. Who is this for? the morbidly curious
  • 8. Who is this for? wait, what are we talking about? the morbidly curious
  • 10. How testing is different overseas INTERACTIVE AGENCY Tes;ng  abroad  almost  always  involves  working   with  a  tes;ng  agency.  Think  expensive  contracts.
  • 11. How testing is different overseas Less  than  favorable  exchange  rates  in  the  last  several  years
  • 12. How testing is different overseas London milan Have  you  seen  the  cost  of  interna;onal  travel  these  days?
  • 13. How testing is different overseas He says, your breath He says, your breath smells like garlic! smells like garlic! votr e ha sen lein t l'a e il! Transla;on  services  are  likely  to  be  an  addi;onal  cost.
  • 14. 4
  • 15. what worked well and what did not? preparation facilitation execution
  • 16. Plan early & Share early Test  objec;ves  and   scenarios  were  wriRen   internally  before  shared   with  tes;ng  consultants.
  • 17. appropriate # of tasks Number  of  test  objec;ves  in  the  usability   test  plan  were  too  numerous  for  the  test   as  it  was  executed.  
  • 18. appropriate # of tasks Facilitators  wasted  too  much  ;me  on   unrequested  benchmark  tes;ng  ques;ons.
  • 19. Engage early & often agency client Maybe two conference calls and a dozen or so emails were not quite enough.
  • 20. Engage early & often ZZZZ agency client Maybe two conference calls and a dozen or so emails were not quite enough.
  • 21. Test preparation Do  all  that  you  can  to  assess  the  skills  and  abili;es   of  any  agency  or  contractor  you  intend  to  hire. Get  mul;ple  bids  if  you  can. Over  communicate  all  tes;ng  objec;ves  un;l  they   are  capable  of  being  your  proxy.
  • 22. the prototype We  created  a  single  prototype,  in  three  languages.
  • 23. go high-fidelity Limited  sta;c  HTML  model  made  it  nearly  impossible  for  test   par;cipants  to  explore  the  possibili;es  of  the  prototype.
  • 24. lost in translation ected to Visito rs are exp between the office c omplain at 1 am daily of 9 and 1 the hours Some  translated  words  were  too  literal  and  were  not   reviewed  for  context  within  the  prototype.
  • 25. Please leave your values at the front desk
  • 26. The genuine antics in your room come from our family castle. Long life to it.
  • 27. special today: no ice cream
  • 28. special today: no ice cream es l eave ou r win thing to yo u no h ope for
  • 29. We take your b ags and send them in all directions
  • 30. We take your b ags and send them in all directions The manag er has pers onally passed all the serve d here water
  • 31. Come alive with the Pepsi Generation
  • 32. Pepsi will bring your ancestors back from the dead
  • 34. When smoking Salem, you feel so refreshed that your mind seems to be free and empty
  • 35. selecting test participants The  English  call  screener   was  easy  to  review  and   approve. The  French  screener? The  Italian  screener?
  • 36. printed test scenarios Scenarios  were  given  to   par;cipants  wriRen  on  a   card  for  consistency.
  • 37. and even more issues ... Facilitators  were  not   familiar  with  the   prototype  or  test   objec;ves  prior  to   tes;ng.
  • 38. keeping it on the fairway
  • 39. keeping it on the fairway How am i doing?
  • 40. keeping it on the fairway do you really How am i need me to tell doing? you again?
  • 41. test facilitation Instant  Messenger  can  be  your  friend.    
  • 43. the domino effect Long  process  of   contrac;ng,  legal   review,  etc
  • 44. the domino effect Test  plan   covered  in  two   conference  calls   &  email Long  process  of   contrac;ng,  legal   review,  etc
  • 45. the domino effect Benchmark   tes;ng   encroached  on   scenarios Test  plan   covered  in  two   conference  calls   &  email Long  process  of   contrac;ng,  legal   review,  etc
  • 46. the domino effect Facilitator’s  lack   of  familiarity   with  prototype Benchmark   tes;ng   encroached  on   scenarios Test  plan   covered  in  two   conference  calls   &  email Long  process  of   contrac;ng,  legal   review,  etc
  • 47. beware expensive reports rt rt r epo r epo ft al dra fin
  • 48. so, why three cities at nearly the same time?
  • 49. underscore user differences MARKET COMPARISON LARGE medium SMALL
  • 50. underscore user differences MARKET COMPARISON LARGE medium SMALL i 1. Very internet savvy 2. High rate of adoption 3. Not likely to need offline help 4. market is ready for the solution
  • 51. underscore user differences MARKET COMPARISON LARGE medium SMALL i 1. more market potential 2. not likely to need offline help 3. solution has a chance to succeed with some modifications
  • 52. underscore user differences MARKET COMPARISON LARGE medium SMALL i 1. catastrophic usability findings 2. Lower rate of adoption 3. most likely to need offline help 4. solution doesn't work in this locale
  • 55. so biz managers could see market reactions Key  business  managers  were  present  during  the  tests,   directly  observing  poten;al  customers  interac;ng  with  the   new  e-­‐commerce  solu;on.
  • 57. the time machine just getting to work
  • 58. the time machine just getting to work last test of the day
  • 59. the time machine just getting to work last test of the day where to eat dinner?
  • 60. this is no time for a vacation All resources working on the prototypes should not be on vacation or tied up with other commitments during the time of testing. Consider moving to an alternate schedule.
  • 61. technical difficulties Sorry. The streaming video has timed out. ! See your System Administrator for help. 0:00 / 4:59
  • 62. daily conference calls Daily  conference  calls  were  setup  to  discuss   test  findings  and  build  consensus  on  the   severity  of  each  finding.
  • 64. it's just a browser, right?
  • 65. 4 ways to test overseas
  • 66. 4 ways to test overseas plan it all and hire help
  • 67. 4 ways to test overseas keynote (formerly vividence) study
  • 68. 44 waysto test overseas ways to test abroad outsource it completely
  • 69. 44 waysto test overseas ways to test abroad rogue or ad hoc testing
  • 70. and so, in conclusion ... OVERSEAS  TESTING  PRE-­‐FLIGHT  CHECKLIST
  • 73. resources iStockphoto Flickr UCD  Stencil  by  Zazelenchuk  &  Boling Glyphish  Icons My  Wacom  tablet  and  two  hands Created  while  listening  to  Master  of  Puppets by  Metallica  and    Are  You  Experienced  by  Jimi  Hendrix  

Editor's Notes

  1. stop and make the crowd smile for photo for the blog hand camera to julee
  2. managed all aspects of testing an e-commerce solution prototype in three carefully chosen markets in Europe: London, Paris, and Milan
  3. this slide will give you a sense of the logistics for such test
  4. Words to describe my trip: sleep-deprived, always-moving
  5. tasked to test your site or service internationally? are there any usability professionals here today?
  6. given the responsibility of creating success in a foreign market? any biz people here?
  7. Are you at all curious about usability testing in other countries?
  8. so, why are we talking about overseas testing as being any different from domestic testing?
  9. Do you know what a Value Added Tax is? Test in Europe and you’ll learn all about it.
  10. rates are a bit better these days but who knows where they might go ...
  11. The old stereotype of cheap rail in Europe is gone.
  12. most testing centers are equipped to handle the native language only
  13. I have just shared with you four major ways testing overseas is $ So, if you are going to do it, you should get your money’s worth
  14. the following is a comedy of errors it is my hope to entertain and enlighten so you not make the similar mistakes
  15. this we did right. We wrote our test plan, scripts and success criteria all before we hired an external agency for testing
  16. we conducted scenario based tasks. we selected the right number but poor execution made some tasks rushed or incomplete results
  17. the agency that was hired was well versed in bench mark testing. that is, testing of live sites to get both objective and subjective feedback this competed with time to complete what we needed to evaluate our ecommerce solution
  18. contact was made with the facilitators within just a few weeks of testing perhaps if we had sooner, we could have uncovered their lack of experience in formative testing
  19. Looking back, I am not sure they were listening to our requirements much anyway
  20. our agency was highly recommended to us and therefore additional bids were not sought further, we did not speak the same language. we said task based testing, they heard benchmark testing communicate until they become one of you
  21. we created some maintenance issues for ourselves but we wanted to compare one solution across three different markets to see what worked and what didn’t
  22. parts of our model worked and some parts did not this inhibited natural learning curve confused users
  23. We had some help with the translations but some words were just not quite right and sometimes this can be pretty funny
  24. an actual sign in a paris hotel elevator we all know what this supposed to say let’s further illustrate the point so that hopefully you will never create something like this
  25. at a Bed & Breakfast in France i love the last line. reminds me of Gusteau from Ratatouille this one just sounds French
  26. Switzerland: in a Swiss mountain inn:
  27. also from Switzerland
  28. for the people who flew here, how would you like to see such a sign when checking your bags? Denmark airline ticket office
  29. In an Acapulco hotel a sign read
  30. this also extends to multimillion dollar marketing campaigns remember this slogan? (read aloud)
  31. ok, last one cigarette ad in Japan so regarding translations, have a native speaker with your industry experience complete your translations
  32. seriously, my french is so bad, my first meal in paris was so bad because i thought i knew what i was ordering. it was a plate of legs and eyeballs it was like i had dinner at a bait shop
  33. With all the languages and different facilitators we tried to normalize the presentation of the scenarios by handing users a card with instructions.
  34. Despite asking for our prototype days in advance to ‘prepare’ it was obvious that the facilitators did not explore the model themselves like they were almost seeing it for the first time at the pilot session (get to the next slide)
  35. for instance, search page was at the start of the prototype and all they needed was to click the button or push enter we told them we were not evaluating the page. it is a common page in the industry but instead many pointless questions were asked instead
  36. If this happens to you, Be firm and get them to listen if they are not conducting properly
  37. soon, we started providing feedback during the session instead of waiting for session breaks “what are you doing? i thought we told you to stop asking that question ...”
  38. let’s review how seemingly small issues can build up and cascade into larger problems
  39. it wasn’t the looking for an agency so much as it was the executive approval process appropriately so as it was a lot of money then a long legal review of the contract with our corp counsel
  40. leaving too little time to communicate with our highly recommended agency
  41. each of these elements chipped away at our results again, these tests were highly successful but we can always improve, right?
  42. You will most likely be tantalized with a ‘comprehensive (cough) expensive test reports probably filled with recommendations that may well be off target anyway take your own notes, the sessions are recorded if you want to focus
  43. Testing in three markets nearly at once helped underscore the attitudinal and behavioral differences that exist in each country or location. It also helped reduce travel costs.
  44. without specifics We learned Large market worked well for us we could launch right away
  45. Medium market a chance to succeed but more refinement and testing are needed to bear out the final solution
  46. not successful in Italy and it is recommend traditional shopping model be used
  47. testing three cities at once limited the flights over the atlantic and saved us a lot of money
  48. we had several stakeholders present for the tests this was a good thing. besides who doesn’t want a trip to europe?
  49. we brought our prototype on CD as we did not have it on a server Due to the differences in time zones and developer on PTO, it was difficult to make substantive changes to the model. i was up late a few nights making changes in NOTEPAD. not fun (get to next slide, let me illustrate this point)
  50. let me illustrate just how different the time was ... i know this seems obvious but it really turned out to be important and just another hurdle
  51. in London we are wrapping up for the day
  52. that says dinner but in reality it was a pub
  53. manage any stateside resources well. they might just save your neck
  54. test streaming was one of the reasons why we chose the agencies we did. This was a huge problem when stateside execs wanted to see the expensive tests they were paying for
  55. tremendously good idea. with so much testing going on, it can all run together and many details can be lost. consensus building was also very important.
  56. we left very little time to travel between the testing cities. (tell the story of the suitcase wheel)
  57. something else we did that was interesting we had Internet Explorer and Fire Fox open to a blank page. Several people were nearly unable to begin a browsing session without the familiar search engine. In fact, several people were simply unable to type any URL at all,lacking all sense of correct URL syntax.
  58. let’s look at 4 different ways you can test overseas i will start with most and end with least desirable it is also ranked most expensive to least expensive
  59. Travel overseas and conduct a formal usability study like we did
  60. if you are REALLY BRAVE, farm it out
  61. Have staff from local branches overseas conduct Ad-Hoc or Rogue usability tests, even if they are not trained in usability testing.