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Boost SharePoint User Adoption Through DIY Usability Testing [workshop] SharePoint Saturday Cincinnati 2014


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A great UX plays a foundation role in the success of any SharePoint project, and the secret to great UX is usability testing.

In this workshop we will…
- Build a case for the business value in doing in-house usability tests.
- Teach through the basics of getting a usability test setup.
- Lead a “live” usability test as a workshop with volunteers from the session as we test out a real SharePoint app.
- Teach and lead a roundtable discussion on analyzing the results and make actionable next steps.
- Recommend the tools and resources to make DIY usability testing accessible to everyone.

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Boost SharePoint User Adoption Through DIY Usability Testing [workshop] SharePoint Saturday Cincinnati 2014

  1. 1. BooST SharePoint User Adoption Through DIY Usability testing [workshop] ‣ BY MARK TIDERMAN
  2. 2. Who Is Mark Tiderman ✤ Experienced SharePoint Architect ✤ Teaching and presenting for 15+ years ✤ Building custom apps for the enterprise for the past 7 ✤ Founder - Streamlined Studio (SharePoint Shop for workflow & usability) ✤ Founder - User Enjoyment (Cincinnati's UX Meetup) ✤ Husband to Michelle ✤ Father to Marcos (7), Isaac (4) & Selah (2)
  3. 3. Usability testing IS ‣ Watching people actually try to use what you've built, ‣ with the intention of making it easier and more enjoyable
  4. 4. SO WHY IS Usability testing SO Important
  5. 5. THE PROBLEM: THIS IS How I think I look
  6. 6. But IN REALITY I look like this
  7. 7. Usability testing HELPS FIND THE FOOD IN MY TEETH BEFORE IT COSTS ME Time, Money, My REPUTATION, My job
  8. 8. ‣ `
  9. 9. ‣ `
  10. 10. Usability testing Is Important BecaUse ‣ You are bias towards your “baby” ‣ You are not like your users ‣ All sites/apps have problems ‣ Serious problems are easy to find and are too costly if you don't ‣ Silent complaints are the most deadly ‣ Watching users makes you better ‣ Because bad usability is the primary reason most projects fail ‣ Including your users will move them from "users" to "owners"
  11. 11. Usability testing IS ‣ Watching people actually try to use what you've built, with the intention of making it easier and more enjoyable ‣ Focused on "Actual Use" instead of Opinions ‣ Single most underutilized component of better work #myOpinion
  12. 12. Usability testing IS NOT ‣ a Focus Group ‣ asking for opinions ‣ trying to prove a point ‣ User Acceptance Testing
  13. 13. Whats The Difference ‣ User Acceptance Testing (UAT) ‣ Does it work the way we intended it to? ! ‣ Usability Testing ‣ Does it work? !
  14. 14. What Should You Test ‣ your existing site ‣ other people's Work ‣ Broken projects ‣ Successful projects ‣ Wireframes, Page Designs, prototypes ‣ ideas = the Back of the napkin Test
  15. 15. When Should I Test ‣ Earlier than you think ‣ Before it’s Finished! ‣ 5%, 25%, 50%, 75%, 100%
  16. 16. Lets Do It! DIY Usability Tests
  17. 17. The Setup ‣ Computer / Device ‣ Application ‣ Screen recording / Screen sharing ‣ Camera ‣ Microphone ‣ Notebook
  18. 18. The Facilitator ‣ Be friendly ‣ Stay NEUTRAL ‣ Give clear directions on tasks to accomplish ‣ Ask the user to THINK OUT LOUD ‣ OBSERVE any problems ‣ DECIDE how to fix the problems (later)
  19. 19. The Steps ‣ The Welcome ‣ Starter Questions ‣ The Home Page Tour ‣ The Tasks ‣ Go Deeper ‣ Wrapping Up
  20. 20. StepONE: Welcome SAY: ‣ Thanks for helping us out today ‣ We are testing a website/app, NOT YOU ‣ No right/wrong answers ‣ Just Try to use the product/app/site • Do your best to "Think Out Loud”. ‣ Pretend I can't see, but I can only hear you. Tell me: ‣ what your looking at ‣ what your thinking/feeling ‣ what you are trying to do ‣ Please don't filter your thoughts
  21. 21. StepTWO: Starter Questions ‣ Background ‣ Get the participants talking ‣ show them you are actually listening ‣ get the info you need to grade on a curve ! ‣ Say ‣ What is your occupation? ‣ How many hours a week do you use the internet? ‣ What kinds of sites do you spend the most time browsing? ‣ What are your favorite websites?
  22. 22. StepTHREE: The Home Page Tour ‣ Background ‣ The point is to see if users can at first glance figure out what this site is for ‣ Let them scroll but don't click ‣ Not asking for opinions ! ‣ Say ‣ Can you tell me the purpose of this site? ‣ What emotions come up as a response?
  23. 23. StepFOUR: The Tasks ‣ Background ‣ Give the user a scenario with a clear goal to accomplish but don't tell them how to accomplish it ‣ “You are….” “You need to”) ‣ Take notes for a deeper dive later on ‣ Follow your gut on when to move on to the next question ! ‣ Say ‣ So…you work in HR and your responsible for sending out a weekly announcement to the whole department. Send out the email. !
  24. 24. StepFive: The Deep Dive ‣ Background ‣ This is your chance to elaborate on any issues that came up during the test ! ‣ Say ‣ Can you please try to…
  25. 25. StepSix: The Wrap-up ‣ Background ‣ Make them feel appreciated. ‣ Ask for Feedback* ! ‣ Say ‣ Thats it. Great job. Thanks for coming, etc. *If you give them a voice you will gain an advocate
  27. 27. Tools for DIY Usability Tests
  28. 28. Tools ‣ Invision ‣ Silverback Resources ‣ Join A Meetup (Like User Enjoyment!) ‣ ‣ Rocket Surgery Made Easy ‣ Don’t Make Me Think
  29. 29. Summary ‣ Get started as soon as you can ‣ Start earlier than you think makes sense ‣ 1 Day a month ‣ Have Fun ‣ Move to Functional to Intuitive To Delightful
  30. 30. Thanks! ‣ ‣ @MarkTiderman ‣ !