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Heuristic Evaluations: Beyond the Academic Review

Presented at UXify 2016 hosted by Infragistics, a presentation on a new approach and model to heuristic evaluations.

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Heuristic Evaluations: Beyond the Academic Review

  1. 1. 1CONFIDENTIAL Heuristic Evaluations: Beyond the Academic Review Uxify 2016 April 9, 2016
  2. 2. 2CONFIDENTIAL •UX Designer •EPAM •@dafark8 • Co-Author of UX Research, Practical Techniques for Designing Better Products (early release available, full release eta Fall) (shameless plug) Who Am I?
  3. 3. 3CONFIDENTIAL •Define Heuristics •Existing Challenges •New Paradigm •Opportunities •Q&A Today’s Plan
  4. 4. 4CONFIDENTIAL What are Heuristics? Heuristics refer to experience-based techniques for solving, learning, and discovery that give a solution which is not guaranteed to be optimal (Wikipedia)
  5. 5. 5CONFIDENTIAL What are Heuristic Evaluations? A heuristic evaluation is a method that helps identify usability problems in the design by measuring the interface against recognized heuristics (abridged from Wikipedia)
  6. 6. 6CONFIDENTIAL •Nielsen Heuristics •Gerhardt-Powals’ •Weinschenk & Barker •Abby Covert Heuristics: The Most Common
  7. 7. 7CONFIDENTIAL •Word •Excel •Powerpoint Heuristic Evaluations: All Different Shapes & Sizes
  8. 8. 8CONFIDENTIAL •Long •Academic •Dated •Lacking Context Heuristic Evaluations: What’s Wrong with them?
  9. 9. 9CONFIDENTIAL A NEW APPROACH HEURISTIC EVALUATIONS
  10. 10. 10CONFIDENTIAL First a Special Thanks…
  11. 11. 11CONFIDENTIAL 1. Have a Goal 2. Don’t Forget Users 3. Zero in on Tasks 4. Look Beyond UX 5. Showing not Telling Approach: Overview
  12. 12. 12CONFIDENTIAL •Tell a Story •Part of other research –Qualitative –Quantitative 1. Have a Goal
  13. 13. 13CONFIDENTIAL •Business Users •Product Users –Personas –Market Segments •Product Team 2. Don’t Forget Users
  14. 14. 14CONFIDENTIAL •What do users want to do? •What is the context? •What platforms? •What’s changed? 3. Zero In On Key Tasks
  15. 15. 15CONFIDENTIAL •Visual Designers •Content Strategists •Business & Strategy 4. Look Beyond UX
  16. 16. 16CONFIDENTIAL •Define a journey •Invite collaboration 5. Showing Not Telling
  17. 17. 17CONFIDENTIAL 1. Perception 2. Comprehension 3. Operation 3 Lenses for Evaluation
  18. 18. 18CONFIDENTIAL 1. Perception Can I see the information, task, or content?
  19. 19. 19CONFIDENTIAL 2. Comprehension Do I understand the information presented to me?
  20. 20. 20CONFIDENTIAL 3. Operation Can I complete the task or action I set out to do?
  21. 21. 21CONFIDENTIAL A FICTIONAL EVALUATION EXAMPLE
  22. 22. 22CONFIDENTIAL UXify Expert Review Sample Expert Review
  23. 23. 23CONFIDENTIAL WHAT WE DID Over five days, content strategy, UX and design leads assessed key tasks presented on the ACME University’s dining website.
  24. 24. 24CONFIDENTIAL WHAT WE FOUND – SIMPLIFY, SIMPLIFY, SIMPLIFY Use fewer screens1 Make it easier to understand what the site can do2 Make important content easier to find3 Make tools easier to use4 Use more images5 Make the site more interactive6
  25. 25. 25CONFIDENTIAL THE TASKS Find and compare meal plans1 Find a retail dining location2 Review the meal options for a residential dining location3 Assemble a meal under 400 calories4 Get healthy breakfast tips5
  26. 26. 26CONFIDENTIAL A MEAL PLAN FIND AND COMPARE TASK 1
  27. 27. 27CONFIDENTIAL Review and compare meal plans Find and Compare a Meal Plan 1. Access meal plans from main menu 2. Review meal plan options 3. Compare meal plan options 4. View meal plan options (grid) 5. Meal plan details 6. Product list view 7. Product ‘Quick Look’ Current Flow
  28. 28. 28CONFIDENTIAL Can users find and compare a meal plan?  Yes. Users can find and compare meal plans Opportunities • Make it easier to compare choices with stronger color contrast, intuitive icons and simpler layout • Highlight the significant differences between the plans by distinguishing specific content • Eliminate unnecessary screens by consolidating information • Guide or lead users to arrive at an appropriate plan more easily
  29. 29. 29CONFIDENTIAL Find and Compare a Meal Plan Copy difficult to scan and parse Iconography unclear
  30. 30. 30CONFIDENTIAL DINING LOCATION FIND A RETAIL TASK 2
  31. 31. 31CONFIDENTIAL Find a Chick-fil-A that accepts ACME’s Dining Dollars Find a Retail Dining Location 1. Access locations menu 2. View locations list 3. View map overlay 4. Select location 5. View search results Current Flow
  32. 32. 32CONFIDENTIAL Can users find a retail location that accepts dining dollars? ✗ No. Users can find Chik-fil-A, but it is unclear if they can use Dining Dollars Opportunities • Use logos for immediately recognizable options • Add specific filters like ‘food type’ for quicker, easier results • Improve map display so it’s easier to see locations and understand distance • Offer useful details including: menus, Dining Dollar status, photos, hours
  33. 33. 33CONFIDENTIAL Find a Retail Dining Location PDF map lacks interactivity Large images are unclear and obnoxious
  34. 34. 34CONFIDENTIAL SO WHAT NEXT?
  35. 35. 35CONFIDENTIAL •Improve Collaboration •Inform Gaps •Identify Opportunities •Define KPIs/OKRs •Validate Designs Usage
  36. 36. 36CONFIDENTIAL •Expand Templates •Define EPAM Heuristics •Expand Usage Next Steps
  37. 37. 37CONFIDENTIAL THANK YOU
  38. 38. 38CONFIDENTIAL •@dafark8 •David_Farkas1@epam.com •Feedback: bit.ly/UXifyFarkas Questions & Discussion
  • nchess

    Oct. 31, 2017
  • deaduramilade

    Jul. 21, 2017
  • daisyleigh

    Feb. 19, 2017
  • SmonWong

    Feb. 12, 2017
  • DiegoCaicedoParra

    May. 1, 2016
  • nathangao

    Apr. 13, 2016

Presented at UXify 2016 hosted by Infragistics, a presentation on a new approach and model to heuristic evaluations.

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