Just Enough Research
Erika Hall
@mulegirl
#justenuf
2013
2001
“Ginger”
“IT”
“IT”
“IT”
“Cities will be built around this device.”
“As big a deal as the PC.”

“Cities will be built around this device.”
“Maybe bigger than the Internet.”

“As big a deal as the PC.”

“Cities will be built around this device.”
“IT”
“IT”
“IT”
“IT”
“IT”
“IT”
$6600


SEGWAY i2
Speed: Maximum 12.5 mph
Range: 16-24 miles
Weight: 105 lbs
$449
“IT”
       Public T7
       Speed: Maximum ~30 mph
       Range: Unlimited
       Weight: 28.7 lbs
Whose world?
Why Research?
Your
Assumptions
Your           The
Assumptions   Actual World
Your           The
Assumptions   Actual World
Your                              The
              Wishful Thinking
Assumptions                      Actual World
Your                  The
Assumptions   Hype   Actual World
Your                  The
Assumptions   Risk   Actual World
Your                  The
Assumptions   Risk   Actual World
Your                              The
              Knowledge   Risk
Assumptions                      Actual World
“Cities will be built around this device.”
That bike lane on the western span of the
Bay Bridge may or may not ever happen
—but it's already cost toll payers $1.25 million
just to take a look at the idea.

— San Francisco Chronicle
Innovation!
We don’t want facts to inhibit creativity.
We don’t want facts to inhibit creativity.
We want blue-sky thinking!
Why
Not?
Objection:
We don’t have the time.
Objection:
We don’t have the money.
Objection:
We don’t have the expertise.
Objection:
We’re already A/B testing.
So
What?
“Advancing the post-PC revolution by
inventing new applications that bring
people together through proximity ,
social and visual presentation.”
$41 million dollars
I thought we were going to build a better Facebook,
[but] within 30 minutes I realized, Oh my God, it's
broken. Holy s***, we totally f****d up.
—Bill Nguyen, founder of Color
Fail!
Fail!
Fail!
Learning through failure
leaves needs unmet.
Unmet needs are the right problems to solve.
Unmet needs are the right problems to solve.
Don’t waste anyone’s time or effort
on untested assumptions when you
don’t have to.
Failure is an expensive way to learn.
Let’s agree that succeeding is better than failing.
What problem are you solving?
And in what context?
What is Research?
“IT”
Research is just asking questions.
Who is Mihaly Csikszentmihalyi?
Are all polar bears really left-handed?
Pure Research
SCIENCE!
Applied Research
Applied research serves a specific real-world goal.
If your research* helped you
meet your stated goal,
it succeeded.



                         *applied
Design Research
Fergus Bisset adapted from Katherine Bennett
Fergus Bisset adapted from Katherine Bennett
Design research both inspires imagination and informs intuition through a
variety of methods with related intents: to expose patterns underlying the
rich reality of people’s behaviors and experiences, to explore reactions to
probes and prototypes, and to shed light on the unknown through iterative
hypothesis and experiment.

Jane Fulton Suri, the creative director, IDEO.
Design research both inspires imagination and informs intuition through a
variety of methods with related intents: to expose patterns underlying the
rich reality of people’s behaviors and experiences, to explore reactions to
probes and prototypes, and to shed light on the unknown through iterative
hypothesis and experiment.

Jane Fulton Suri, the creative director, IDEO.
expose patterns underlying reality
explore reactions to probes and prototypes
shed light on the unknown
Design Research is Enough
Design Research is not Enough
Real World



   Your            Your
Organization       Users



         Context
Context
Flickr photo by HubSpot
Flickr photo by No_Water
Flickr photo by HubSpot
Flickr photo by HubSpot
There are more things in
heaven and earth, Horatio,
than are dreamt of in your
philosophy.
There are more things in
heaven and earth, Horatio,
than are dreamt of in your
brainstorming session.
What Research Is Not
Research is not asking people what they like.
Research is not asking people what they hate.
Research is not a political tool.
(Applied) Research is not SCIENCE.
How to Research
One Simple Process
Consider



  Form                  Analyze
            Observe      Data
Questions



            Interview
Consider


 Questions                 Analyze
 about the     Observe      Data
Organization


               Interview
Consider


Questions               Analyze
about the   Observe      Data
 Users


            Interview
Consider


Questions               Analyze
about the   Observe      Data
 Product


            Interview
Consider


 Questions                Analyze
 about the    Observe      Data
Competition


              Interview
Insights
Your
Insights   Ongoing   Success!
            Work
Forming
Questions
Good Questions
Good Questions

1.Simple
Good Questions

1.Simple
2.Specific
Good Questions

1.Simple
2.Specific
3.Answerable
Good Questions

1.Simple
2.Specific
3.Answerable
4.Practical
Critical
Thinking
Critical Thinking
Critical Thinking

1.Disciplined
Critical Thinking

1.Disciplined
2.Self-correcting
Critical Thinking

1.Disciplined
2.Self-correcting
3.Clear
Critical Thinking

1.Disciplined
2.Self-correcting
3.Clear
4.Logical
Observation
Interviews
We don’t want to be limited by
what our customers say they want.
We don’t want facts to inhibit creativity.
Good Interviews
Good Interviews


1.Know Your Question
Good Interviews


1.Know Your Question
2.Warm Up
Good Interviews


1.Know Your Question
2.Warm Up
3.Shut Up
Interviewing is not talking.
Interviewing is listening.
The
Interviewer
The           The
Interviewer   Interviewee
The
    The                     The
              Comfort
Interviewer             Interviewee
               Zone
The
    The           The
Interviewer   Comfort
              Interviewee
                Zone
Out of your
comfort zone
and into theirs.
Analysis
Notes


Videos


Photos
Observation
Observation

                            Observation                       Observation


              Observation
                                          Observation
Observation




What is an observation?
Never
        remembers
        password




A reported behavior
“I run major
     purchases past
      my partner”




A direct quote
Had to dig
        through stuffed
        backpack to find
             phone.




An observed behavior
Observation
              Observation
                                                                 Observation     Observation      Observation
Observation
                            Observation            Observation


         Observation                                                                      Observation
                                                                   Observation
                                                 Observation                                      Observation
                    Observation
collaborates on
       purchases


                                   Observation
              Observation
                                                                 Observation     Observation      Observation
Observation
                            Observation            Observation


         Observation                                                                      Observation
                                                                   Observation
                                                 Observation                                      Observation
                    Observation
collaborates on                                    uses several
       purchases                                         devices


                                   Observation
              Observation
                                                                 Observation     Observation      Observation
Observation
                            Observation            Observation


         Observation                                                                      Observation
                                                                   Observation
                                                 Observation                                      Observation
                    Observation
collaborates on                                    uses several                              needs
       purchases                                         devices                          validation


                                   Observation
              Observation
                                                                 Observation     Observation      Observation
Observation
                            Observation            Observation


         Observation                                                                      Observation
                                                                   Observation
                                                 Observation                                      Observation
                    Observation
Actionable
  Inputs
make product information
collaborates   sharable

     on
 purchases     save state in
               purchase process
Research Topics
Organizational
  Research
Flickr photo by Iansand
Flickr photo by Iansand
Hello?




Flickr photo by Iansand
Organizational Research
Organizational Research

   1.Requirements
Organizational Research

   1.Requirements
   2.Politics
Organizational Research

   1.Requirements
   2.Politics
   3.Workflow
Organizational Research

   1.Requirements
   2.Politics
   3.Workflow
   4.Capabilities
Organizational Research

   1.Requirements
   2.Politics
   3.Workflow
   4.Capabilities
   5.Goodwill
?


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?


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?


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?


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            ?       ?   ?


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?


        ?       ?       ?


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?   ?       ?       ?   ?   ?   ?
User Research
Ethnography
“...true ethnography reveals not
just what people say they do,
             “IT”
but what they actually do.”

-PARC
The Four Ds of Design Ethnography
The Four Ds of Design Ethnography


     1.Deep Dive
The Four Ds of Design Ethnography


     1.Deep Dive
     2.Daily Life
The Four Ds of Design Ethnography


     1.Deep Dive
     2.Daily Life
     3.Data Analysis
The Four Ds of Design Ethnography


     1.Deep Dive
     2.Daily Life
     3.Data Analysis
     4.Drama
The Four Ds of Design Ethnography


     1.Deep Dive
     2.Daily Life
     3.Data Analysis
     4.Drama
The Four Ds of Design Ethnography


     1.Deep Dive
     2.Daily Life
     3.Data Analysis
     4.Drama
The Four Ds of Design Ethnography


     1.Deep Dive
     2.Daily Life
     3.Data Analysis
     4.Drama
Recruiting
ethn.io
Incentives
Personas
Background   Goals




              Attributes   Needs

“I have
complex
attitudes.”
Flickr photo by David Gómez-Rosado
“Danielle”




             Flickr photo by David Gómez-Rosado
So what?




           Flickr photo by David Gómez-Rosado
So what?
So what?
So what?




           Flickr photo by David Gómez-Rosado
So what?




           Flickr photo by David Gómez-Rosado
Focus Groups
Focus Groups are Worthless
“Even when the subjects are well
selected, focus groups are supposed to
be merely the source of ideas that
need to be researched.”
Robert K. Merton, American Sociologist
“Even when the subjects are well
selected, focus groups are supposed to
be merely the source of ideas that
need to be researched.
Robert K. Merton, American Sociologist
“Even when the subjects are well
selected, focus groups are supposed to
be merely the source of ideas that
need to be researched.
Robert K. Merton, Creator of Focus Groups
Competitive
 Research
Competitive Research =
How else might your target
           “IT”
customer solve the same
problem?
“IT”
Your target customers have to love you
more than they hate change.
Quantitative
 Methods
Why?
Optimized
 current
 design
Potential




Optimized
 current
 design
How     What
Much?   & Why?
Quantitative   +   Qualitative
You need both.
Who Should do Research?
Everyone.
9
Brief books for people who make websites   No.




Erika Hall




JUST ENOUGH
RESEARCH
What is “Just Enough”?
Different for every project.
Different for every organization.
Just Enough Research...
to identify real problems.
to understand your organizational capacity.
to empathize with your users.
to get a clear picture of your competitive position.
Cultivate a desire to be proven wrong.
The fastest.
The lowest cost.
Context
Context   +   Empathy   =   Innovation
Thanks!
Stay in touch with Erika Hall
                   @mulegirl
                   erika@muledesign.com
                   www.muledesign.com

Just Enough Research