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The what, when, why and how of usability
16th May 2012




Fiona Harwood
SimpleUsability Ltd
http://www.simpleusability.com

© Copyright 2012 SimpleUsability
Please ask for explicit permission before republishing any of this information.
Session

• About me



• What –     Is usability?

• When -     Process and techniques overview

• How -      Techniques explained and how to adapt in-house

• Why -      Common usability requirements and how to solve



• Usability examples and questions
About me

• Graduated as Product Designer

• Have worked in various
  industries working with IT
  projects

• Intranet manager for 5 years

• Trained in usability

• Working full time as Senior User
  Experience Consultant for
  SimpleUsability Ltd

fi_harwood
About SimpleUsability

• SimpleUsability is a behavioural research consultancy
• We combine a unique methodology with the latest
  technology to provide invaluable insight and add value to
  our clients’ businesses
• Established in 2001, twelve strong team
• Core experience lies in retail, travel & leisure and financial
  services sectors
What is Usability?



                     • Usefulness

                     • Learnability

                     • Effectiveness

                     • Efficiency

                     • Memorability

                     • Errors

                     • Satisfaction
When to test
How – Overview of usability techniques

• Expert reviews

• User testing

• Eye tracking

• Card sorting

• Paper prototyping

• Field studies
How – Other methods

• Focus Groups
   – Don’t always do what they say they do

   – Doesn’t encourage the quiet user

   – Listening to rather than observing users

• Web analytics
   – Don’t know why

• Email feedback / surveys / panels
   – Super user, committed to the cause and not the average user
How – Expert Reviews

Pros:

•   Catches many usability problems
    before testing takes place

•   Cost effective

•   Actionable report for project team

Problems:

•   Needs to be followed up by user
    testing

Why?

•   How do we compare?

•   What’s working, what’s not?
How – User Testing

Pros:

•   Testing on real users

•   Observe behaviour

Problems:

•   Software investment

•   Requires trained moderators

Why?                                                  Screen capture software
                                        http://www.techsmith.com/morae.html
•   How easy is the user journey?

•   What are the main barriers?

•   How is a particular part working?
How – Usability methodology

•   Concurrent Think Aloud

    o Encourage the user to say what
       they are thinking

    o Use unfinished questions, you
       were expecting

    o Gets feedback there and then

•   Retrospective Think Aloud

    o Play back video or repeat a path
                                                        how


       to the user and ask them what                  why
                                                              what




       they were thinking at the time
                                         task   end           wrap




    o Allows user to naturally
       complete the task
How – Eye Tracking

Pros:

•   Totally natural

•   Relaxed, detailed feedback

•   Proven effectiveness

•   Evidence based results

Problems:

•   Requires expert moderation

•   Investment

Why?

•   How do users interact naturally?

•   What are users missing?
About Eye Tracking

• Lots of scary ways to do it.
About Eye Tracking
                           Eye Tracking Monitor
•   The non-invasive way

•   More accurate

•   Works with glasses /
    contact lenses




       Live View of the
         Eye Tracking
How – Card Sorting

Pros:

•   Get real users to design the IA

•   Solve categorisation problems

Problems:

•   Needs large number of participants

•   Needs analysis

Why?

•   How should I structure the site?

•   What should I call this label?


                                                        Donna Spencer
                       http://www.rosenfeldmedia.com/books/cardsorting/
How – Paper Prototyping

Pros:

•   Quick

•   Cheap

Problems:

•   Needs to be followed up by more
    testing of the actual interface

Why?

•   How can I quickly check if a
    workflow makes sense to users?

                                                                  Caroline Snyder
                                      http://www.paperprototyping.com/about.html
How – Field Studies

Pros:
•    User is relaxed in their own environment
•    Can be done in the office environment
•    Moderator gets to observe the system
     used in situation
Problems:
•    Investment in time to go out of the office
•    Testing will not be controlled
Why?
•    What external effects are there on the user
     journey?
How – Moderation

• Be neutral
  •   Don’t blame the user or defend the design

• Acknowledge
  •   Let the user get on with the task but encourage them if necessary
  •   Listen and react

• Know when to intervene
  •   Don’t let a user suffer but a user struggling to complete a task can give
      you the evidence that you need

• Users who want to talk (and not want to talk)
• Watch your language (and your body language)
• Open ended questions
How – Moderation

• The alternative guessing game
  – One person is the moderator

  – One person is the user



• Rules
  – Only questions that will result in an answer of more than 3 words

  – Can’t ask a question that will result in the answer ‘yes’ or ‘no’

  – Try and ask as few questions in order to guess the object
How – Moderation – How to ask why


• Open ended questions

• What worked?

  • Can

  • Would

  • What



• What didn’t work?

  • Is

  • Did
Questions




            Thank you

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The what, when, why and how of usability

  • 1. The what, when, why and how of usability 16th May 2012 Fiona Harwood SimpleUsability Ltd http://www.simpleusability.com © Copyright 2012 SimpleUsability Please ask for explicit permission before republishing any of this information.
  • 2. Session • About me • What – Is usability? • When - Process and techniques overview • How - Techniques explained and how to adapt in-house • Why - Common usability requirements and how to solve • Usability examples and questions
  • 3. About me • Graduated as Product Designer • Have worked in various industries working with IT projects • Intranet manager for 5 years • Trained in usability • Working full time as Senior User Experience Consultant for SimpleUsability Ltd fi_harwood
  • 4. About SimpleUsability • SimpleUsability is a behavioural research consultancy • We combine a unique methodology with the latest technology to provide invaluable insight and add value to our clients’ businesses • Established in 2001, twelve strong team • Core experience lies in retail, travel & leisure and financial services sectors
  • 5. What is Usability? • Usefulness • Learnability • Effectiveness • Efficiency • Memorability • Errors • Satisfaction
  • 7. How – Overview of usability techniques • Expert reviews • User testing • Eye tracking • Card sorting • Paper prototyping • Field studies
  • 8. How – Other methods • Focus Groups – Don’t always do what they say they do – Doesn’t encourage the quiet user – Listening to rather than observing users • Web analytics – Don’t know why • Email feedback / surveys / panels – Super user, committed to the cause and not the average user
  • 9. How – Expert Reviews Pros: • Catches many usability problems before testing takes place • Cost effective • Actionable report for project team Problems: • Needs to be followed up by user testing Why? • How do we compare? • What’s working, what’s not?
  • 10. How – User Testing Pros: • Testing on real users • Observe behaviour Problems: • Software investment • Requires trained moderators Why? Screen capture software http://www.techsmith.com/morae.html • How easy is the user journey? • What are the main barriers? • How is a particular part working?
  • 11. How – Usability methodology • Concurrent Think Aloud o Encourage the user to say what they are thinking o Use unfinished questions, you were expecting o Gets feedback there and then • Retrospective Think Aloud o Play back video or repeat a path how to the user and ask them what why what they were thinking at the time task end wrap o Allows user to naturally complete the task
  • 12. How – Eye Tracking Pros: • Totally natural • Relaxed, detailed feedback • Proven effectiveness • Evidence based results Problems: • Requires expert moderation • Investment Why? • How do users interact naturally? • What are users missing?
  • 13. About Eye Tracking • Lots of scary ways to do it.
  • 14. About Eye Tracking Eye Tracking Monitor • The non-invasive way • More accurate • Works with glasses / contact lenses Live View of the Eye Tracking
  • 15. How – Card Sorting Pros: • Get real users to design the IA • Solve categorisation problems Problems: • Needs large number of participants • Needs analysis Why? • How should I structure the site? • What should I call this label? Donna Spencer http://www.rosenfeldmedia.com/books/cardsorting/
  • 16. How – Paper Prototyping Pros: • Quick • Cheap Problems: • Needs to be followed up by more testing of the actual interface Why? • How can I quickly check if a workflow makes sense to users? Caroline Snyder http://www.paperprototyping.com/about.html
  • 17. How – Field Studies Pros: • User is relaxed in their own environment • Can be done in the office environment • Moderator gets to observe the system used in situation Problems: • Investment in time to go out of the office • Testing will not be controlled Why? • What external effects are there on the user journey?
  • 18. How – Moderation • Be neutral • Don’t blame the user or defend the design • Acknowledge • Let the user get on with the task but encourage them if necessary • Listen and react • Know when to intervene • Don’t let a user suffer but a user struggling to complete a task can give you the evidence that you need • Users who want to talk (and not want to talk) • Watch your language (and your body language) • Open ended questions
  • 19. How – Moderation • The alternative guessing game – One person is the moderator – One person is the user • Rules – Only questions that will result in an answer of more than 3 words – Can’t ask a question that will result in the answer ‘yes’ or ‘no’ – Try and ask as few questions in order to guess the object
  • 20. How – Moderation – How to ask why • Open ended questions • What worked? • Can • Would • What • What didn’t work? • Is • Did
  • 21. Questions Thank you