User testing outline

1. UT2 1
UT-2
Website: Email: Password:
Goals
Identify key usability issues with Manage before Tetra Pak go-live
Gauge attractiveness of proposition and visual design.
Copy of Participants
Participant
Name
Admin Backup
Date Employee ID Manage Username Pswd
Dash Henri 2121241212312141236
Henri James 2121241212312141234
James Dash 2121241212312141235
Test Format
Moderated, “in-person” Zoom), recorded.
Interview — 1 hour
Intro
Pre-Test Questions
Tasks + Scenarios
Login
Dashboard Tour
Locate SF City Guide
Add a family member
Find a subset of moves
Create Cost Estimate
Create Cost Simulation
Post-Test Questions
Metrics and Deliverables
Success rate (internal measure)
Key usability issues ranked in priority (communicated to Heiti)
Script
Sep 9, 2020 100 PM EEST
Sep 9, 2020 500 PM EEST
Sep 11, 2020 430 PM EEST

2. UT2 2
Hi, _____. My name is _____, and I’m going to be walking you through this session today. Before we begin, I have some
information for you, and I’m going to read it to make sure that I cover everything.
You may already have an idea about why we asked for your help, but let me go over it again briefly. We’re asking people
to briefly use the Topia platform so we can see whether it works as intended. The session should take no more than 1 hour.
The first thing I want to make clear is that we’re testing the site, not you. You can’t do anything wrong here. You may find
some tasks easy, and you may not be able to complete other tasks. That is absolutely fine.
As you use the site, I’m going to ask you as much as possible to try to think out loud: to say what you’re looking at, what
you’re trying to do, and what you’re thinking. This will be a big help to us.
Also, please don’t worry about hurting our feelings. We’re doing this to improve the site, so we need to hear your honest
reactions, even if they are negative comments.
If you have any questions as we go along, just ask them. I may not be able to answer them right away because we’re
interested in what people would do when they don’t have someone sitting next to them to help. But if you still have any
questions when we’re done I’ll try to answer them then. And if you need to take a break at any point, just let me know.
We don't expect it will be necessary, but want you to know that you can end the user test at any time should you feel
uncomfortable or no longer wish to participate.
With your permission, we’d like to record what happens on the screen and our conversation. The recording will only be
used to help us figure out how to improve the site, and it won’t be seen by anyone except the people in Topia that are
crucial to delivering this project. And it helps me, because then I don’t have to take as many notes.
💡 Start recording
Any questions so far?
Pre-Test Questions
Ok, before we look at the site, I'd like to ask you just a few quick questions.
Tell me more about your occupation. What do you do on a daily basis?
How familiar are you with HR software? What are your general impressions of HR tools?
Have you ever taken part in any user testing before?
Tasks + Scenarios
Log in
Ok, great. We're done with the questions, and we can start looking at things. First, I'd ask you to share your screen with us.
It's important that we are able to see your interaction with the software. You can take a moment to close any irrelevant
windows if you want.
💡 While screen sharing is being set up, send the user their login details via Slack.
Great, thanks. Now, if you'll have a look at your Slack, I've just send you some log-in details. Please use these to log in to
the Topia system.
💡 Monitor that there are no issues with credentials.

3. UT2 3
Dashboard Tour
Great, we're in. Now first, I'm going to ask you to look at this page and walk me through exactly what you see. Tell me
what you notice most, what you can do here, what looks most interesting to you, and what the different things are for. You
can scroll if you want to, but please don't click on anything right now.
💡 Allow participant to continue for 34 mins, at most.
Task 1: Locate the San Francisco City Guide
Thanks. Let's move on to another task.
💡 This is a task to distract from the initiation flow
Scenario: Imagine that you are about to send a team member to San Francisco. You'd like to
preview the information they will see as they relocate. Please navigate to the San Francisco
City Guide and let me know what you think about the available content.
Task 2: Add a family member
Thanks. Let's move on to another task.
💡 Testing navigation of move
Scenario: Imagine that Triinu Stanford just welcomed a new child into her family. Please add the
family member to Triinu's move file (you can make up the personal data). Make the new family
member effective from today.
Task 3: Find a subset of moves
Thanks. Let's move on to another task.
💡 Filtering task or potentially Looker task.
Scenario: Your boss wants to know how many active assignments exist where host = San
Francisco. Please identify all people that fit the appropriate criteria.
Task 4: Create a Cost Estimate
Thanks. Let's move on to another task.

4. UT2 4
💡 Can users figure out how to create and edit a cost estimate? Note that user may need to use incognito mode)
Scenario: You realize Triinu Stanford's in financial trouble. Her cost estimate has some issues.
Please add a $5,000 Emergency Assistance cash allowance to Triinu's Ongoing section. Don't
publish the changes yet. **You will need to use incognito mode for this task**
Task 5: Create a Cost Simulation
Thanks. Let's move on to another task.
💡 Do simulations work?
Scenario: Your top employee Fred doesn't like working in Dublin and is curious what it would
cost to go on assignment in Dubai for 1 year. Please create a simulation for the potential move
to see what the cost would be.
- Policy: International Long Term Assignment
- Moving From: San Francisco, United States
- Moving To: Dublin, Ireland
- Fred earns $100,000 with a $37,000 annual bonus.
- Fred is single
- Starting 1 Oct 2020.
Task 6: Delete a Cost Estimate Draft
Thanks. Let's move on to another task.
💡 Do users read text heavy/complex dialogs?
Scenario: Triinu Stanford's cash allowance has been veto'd. Please delete the cost estimate
changes you created earlier.
Post task question: What are the consequences of deleting the Cost Estimate?
Post-Test Questions
Thanks, that was very helpful. I just have a few final questions for you:
How did you feel about these tasks?
What did you like about Topia Manage?
What didn’t you like about Topia Manage?
Great, and if it's alright, I’m just going to see if anyone else on the call has any follow-up questions they’d like to ask.
Wrapping Up

5. UT2 5
And that's it! Before we let you go, do you have any questions for me or us?
💡 Stop the recording
Results
Usability Issues: https://secret!