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MOBILE
USABILITY RESEARCH
IN A PINCH
All Things Open
Thursday, October 27, 16
Hi, I’m Erin.
•  UXer for over a decade.
•  Founder of Slide UX, a UX design
consultancy in Austin, TX
•  Gets to lead 10 of the greatest UX
designers & researchers in all the land.
•  Has AMAZING clients - who often have to
get things done on a budget.
So, we need to test this with real
users, but the board will freak out if
we have to delay the app’s release.
Oh, and there’s, like, no budget for
this.
– Our well-intentioned client, Tom
“
Confidential 4
Tom’s right. Usability testing pays off.
•  ↓ development rework
•  ↓ support costs
•  ↑ conversion rates
•  ↑ engagement
•  ↑ retention
•  ↑ competitive advantage
5Confidential
BEFORE DURING AFTER
5Confidential
BEFORE
1.  What do we want to learn?
2.  What’s the stimuli?
3.  What about participants?
4.  Where & how will we test?
5.  Spread the word
What do we want to learn?
Most often:
•  Uncover unknown problems with the current
design.
•  Investigate particular interactions, features, or
areas of contention within the design.
What’s the stimuli?
•  What will we test: A native app? Design
prototype?
•  Who’s making it and who can support it during
the tests?
•  Timing: When can we preview? When will it be
ready for test?
What about participants?
•  Screening. Only what’s needed to hit goals.
•  Recruiting.
•  Who’ll recruit? Sales team, product team, UX, hired help
•  How: Site intercepts? Pre-scheduled?
•  When? If pre-sched, start 2 weeks before test date.
•  Scheduling & reminders.
How & where will we test?
•  Remote or in-person?
•  If In-person: lab, office, users’ place, users’
hangouts?
•  Moderated or unmoderated?
•  Specialized tools or simple web conference?
•  Will we provide devices?
Spread the word
•  Calendar invites for moderator, notetaker,
prototypers, and observers
•  ‘What to expect’ memo for observers – chat,
note-taking, debreifs, etc.
•  FYI memo to those in the office
12Confidential
BEFORE DURING AFTER
DURING
1.  Set up the space & technology
2.  Collaborate in real time
Set up the space & technology
•  Ideally quiet & isolated from distractions
•  Two web cams: Face, Hands
•  A square box of painter’s tape
•  Printed materials: printed prototype, consent,
incentive receipt
•  Streaming, recording, and chat
Collaborate in real-time
•  Live chat with moderator
•  Rainbow spreadsheet or Google Doc for
observations during test
•  Team debrief after each session
16Confidential
BEFORE DURING AFTER
It’s triage time!
•  Rewatch & flesh out rainbow spreadsheet
•  Triage each item as a team
•  Straight to dev backlog
•  Design backlog
•  More research needed
•  Kill
IN CONCLUSION
•  Establish goals
•  Plan stimuli
•  Target participants
•  Determine methodology
•  Spread the word
Confidential 18
BEFORE
IN CONCLUSION
•  Establish goals
•  Plan stimuli
•  Target participants
•  Determine methodology
•  Spread the word
Confidential 19
•  Set up the space &
technology
•  Collaborate in real time
BEFORE DURING
IN CONCLUSION
•  Establish goals
•  Plan stimuli
•  Target participants
•  Determine methodology
•  Spread the word
Confidential 20
•  Set up the space &
technology
•  Collaborate in real time
•  Rewatch & flesh out rainbow
spreadsheet
•  Triage each item as a team
BEFORE DURING AFTER
THANKS!
Let’s stay in touch
erin@slideux.com
www.slideux.com
@erinlynnyoung

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Mobile Usability Research in a Pinch

  • 1. MOBILE USABILITY RESEARCH IN A PINCH All Things Open Thursday, October 27, 16
  • 2. Hi, I’m Erin. •  UXer for over a decade. •  Founder of Slide UX, a UX design consultancy in Austin, TX •  Gets to lead 10 of the greatest UX designers & researchers in all the land. •  Has AMAZING clients - who often have to get things done on a budget.
  • 3. So, we need to test this with real users, but the board will freak out if we have to delay the app’s release. Oh, and there’s, like, no budget for this. – Our well-intentioned client, Tom “
  • 4. Confidential 4 Tom’s right. Usability testing pays off. •  ↓ development rework •  ↓ support costs •  ↑ conversion rates •  ↑ engagement •  ↑ retention •  ↑ competitive advantage
  • 6. BEFORE 1.  What do we want to learn? 2.  What’s the stimuli? 3.  What about participants? 4.  Where & how will we test? 5.  Spread the word
  • 7. What do we want to learn? Most often: •  Uncover unknown problems with the current design. •  Investigate particular interactions, features, or areas of contention within the design.
  • 8. What’s the stimuli? •  What will we test: A native app? Design prototype? •  Who’s making it and who can support it during the tests? •  Timing: When can we preview? When will it be ready for test?
  • 9. What about participants? •  Screening. Only what’s needed to hit goals. •  Recruiting. •  Who’ll recruit? Sales team, product team, UX, hired help •  How: Site intercepts? Pre-scheduled? •  When? If pre-sched, start 2 weeks before test date. •  Scheduling & reminders.
  • 10. How & where will we test? •  Remote or in-person? •  If In-person: lab, office, users’ place, users’ hangouts? •  Moderated or unmoderated? •  Specialized tools or simple web conference? •  Will we provide devices?
  • 11. Spread the word •  Calendar invites for moderator, notetaker, prototypers, and observers •  ‘What to expect’ memo for observers – chat, note-taking, debreifs, etc. •  FYI memo to those in the office
  • 13. DURING 1.  Set up the space & technology 2.  Collaborate in real time
  • 14. Set up the space & technology •  Ideally quiet & isolated from distractions •  Two web cams: Face, Hands •  A square box of painter’s tape •  Printed materials: printed prototype, consent, incentive receipt •  Streaming, recording, and chat
  • 15. Collaborate in real-time •  Live chat with moderator •  Rainbow spreadsheet or Google Doc for observations during test •  Team debrief after each session
  • 17. It’s triage time! •  Rewatch & flesh out rainbow spreadsheet •  Triage each item as a team •  Straight to dev backlog •  Design backlog •  More research needed •  Kill
  • 18. IN CONCLUSION •  Establish goals •  Plan stimuli •  Target participants •  Determine methodology •  Spread the word Confidential 18 BEFORE
  • 19. IN CONCLUSION •  Establish goals •  Plan stimuli •  Target participants •  Determine methodology •  Spread the word Confidential 19 •  Set up the space & technology •  Collaborate in real time BEFORE DURING
  • 20. IN CONCLUSION •  Establish goals •  Plan stimuli •  Target participants •  Determine methodology •  Spread the word Confidential 20 •  Set up the space & technology •  Collaborate in real time •  Rewatch & flesh out rainbow spreadsheet •  Triage each item as a team BEFORE DURING AFTER
  • 21. THANKS! Let’s stay in touch erin@slideux.com www.slideux.com @erinlynnyoung