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Top 10 User Research Pitfalls



Dan Arra
Managing Director
Agenda


  PART 1
  About the Speaker

  PART 2
  What is Research?

  PART 3
  10 Research Pitfalls




                         2
ABOUT THE SPEAKER




                    3
About The Speaker: Dan Arra

 •  Began career as an engineer in the aerospace industry.

 •  Spent 10 years at software companies in systems engineering,
    product management and professional services.

 •  Started software & technology companies and was responsible
    for leading numerous successful projects. Another 10 years.

 •  Joined Macadamian, a software design & development studio.
    Work closely with design and software engineering teams to
    improve and create new products.



                                                                   4
WHAT IS CUSTOMER RESEARCH?




                             5
User-centered Design




                       6
UCD: understanding users and tasks




Good design is built on a solid understanding of your audience: specific goals, tasks and
context of use.



                   Confidential   3/22/13
                                                                                            7
Research Methods: Qualitative versus Quantitative



                     QUALITATIVE             QUANTITATIVE
  attitude about Focus groups                Surveys (online, telephone)
your product and Interviews
     competition

       Behavior Ethnographic research        A/B Testing
  related to your (Observation, shadowing)
 product offering

     usability of Usability testing          Usability testing
        product




               Confidential   3/22/13
                                                                           8
10 RESEARCH PITFALLS




                       9
The most dangerous things about research!



   Myth:

   Being Smart means you
   can do good UX Research
   & Design. 
   Anybody can ask a
   question… but relevant,
   appropriate, constructive?
                                            10
Design research IS real science!
Sci-ence [sahy-uh ns]    noun

•  systematic knowledge of the physical or material world gained through
   observation and experimentation.




                                                                           11
Reality!




  Observe   Think   Design         Test




                             ! Rinse, repeat.


                                                12
Our users don’t tell us what they need




Myth:

We asked users what they wanted, so we re
covered.

                                            13
Users are NOT designers

•  Users are focused on solutions

•  Don’t consider context and other mitigating factors

•  Why? Why? Why?




                                                         14
Avoid jumping to Solutions too quickly




                                         15
Staying in problem space leads to INNOVATION




Go to: http://www.macadamian.com/ for full story.

                                                    16
Staying in problem space leads to INNOVATION




Go to: http://www.macadamian.com/ for full story.

                                                    17
Staying in problem space leads to INNOVATION




Go to: http://www.macadamian.com/ for full story.

                                                    18
Staying in problem space leads to INNOVATION




Go to: http://www.macadamian.com/ for full story.

                                                    19
Talking to customers " Research




                                  Who to ask...

                                      AND

                                  How to “ask”.



                                                  20
Consider Triangulating Research !




                                    21
Stating, without knowing! “We must have this feature”!
   can be very to EXPENSIVE




Go to: http://www.macadamian.com/ for full story.

                                                            22
Numbers can be deceiving!




                            23
Sometimes numbers are not appropriate!!



                            Qualitative             Quantitative
        Attitude     •  Focus Groups            •  Surveys
      (Preference)   •  Interviews              •  A/B Testing

       Behavior      •  Usability Walkthrough   •  Usability Test
     (Performance)   •  Ethnographic Research   •  Benchmark Test
                     •  Job Shadowing




                                                                    24
Focus Groups & Usability Testing!NOT the same!

 What people say, what
people do, and what they
say they do are entirely
    different things.




 Photo credit: http://www.webusability.co.uk/what-we-do/mobile-testing/



                                                                          25
Tale of Two methods

              Usability Testing                              Focus Groups
Method        One-on-one testing; observing representative   Group discussion/exploration with up to
              samples of end users using the product and     10 participants per group
              measuring their performance on pre-            (n=1)
              determined tasks

              (n= # of individuals being tested)

When to use   Throughout development phase and during        Pre-development; early in program
              deployment                                     verification

Key focus     What will make the product easy for end        What will motivate potential customers to
              users to learn and use?                        buy the product? Determining market
                                                             need.

Key           How well can end users use the                 What are the customers' wants and
              functionality a product provides? Can they     desires ?
motivation    realize the value promised?




                                                                                                         26
Eight is sometimes enough




                            27
It just depends




Faulkner, Laura (2003) Beyond the Five-user
 Assumption: Benefits of Increased Sample
sizes in Usability Testing Behavior Research
Methods, Instruments and Computers Volume
               35 (3) 379-383


                                               28
Raw data is NOT enough




                         29
Translate data into meaningful requirements




                                              30
Don’t rely only on the Spec!




                               31
More than words can say!




                           32
Not just anyone can do research




                                  33
UX Researcher – Prevents “heard what I wanted to hear.”

•  Consider bringing someone on board with experience, a
   Degree in Human factors, HCI and/or soft sciences (e.g.,
   Psychology, Sociology).

•  If conducting true user research, you’ll want:
   −  someone with knowledge and experience in research methods
      and/or experimental practices.
   −  someone with the expertise to turn insights into design direction


•  Partner user researcher with SMEs, business analysts, and
   product managers for maximum success!




                                                                          34
A Good Researcher!

  !  can identify the best methods to get the right information
  !  is “familiar enough” with the subject material to determine the
       right questions
  !    avoids leading questions
  !    has strong listening skills
  !    follows the the natural flow of the conversation
  !    can steer the conversation in the case of digression and guide
       user to discuss new topics when one is exhausted
  !    remains neutral and puts the interviewee at ease
  !    focuses on the most recent experiences
  !    looks for ways to visualize and summarize results to be
       actionable



                                                                        35
Remember




           Ask the right questions!

           Use the right method(s)

           Analyze appropriately

           Use the right people!




                                      36
Remember, also that you are!




              Improving AND growing business.

              Developing relationships = gold.

              Establishing credibility = save time.

              Learning/refining your craft.




                                                      37
Thank-You




darra@macadamian.com

For more information, visit: www.macadamian.com

Follow Macadamian on Twitter: @macadamianlabs




                                                  38
Design and Research Resources
”Innumeracy: Mathematical Illiteracy and Its Consequences”,
by John Allen Paulos

“Ambient Findability: What We Find Changes Who We Become”, by Peter
Morville

“Communicating Design: Developing Web Site Documentation for Design
and Planning,” by Dan Brown

The Design of Everyday Things Don Norman

Designing Interfaces Jennifer Tidwell

Do You Matter? How Great Design Will Make People Love Your
Company Robert Brunner

“Don't Make Me Think: A Common Sense Approach to Web Usability,” by
Steve Krug




                 Confidential   3/23/13                               39
Design and Research Resources
“The Elements of User Experience: User-Centered Design for the Web,”
by Jesse James Garrett

Emotional Design Don Norman

Mental Models: Aligning Design Strategy With Human Behavior by Indi
Young

“Observing the User Experience: A Practitioner’s Guide to User
Research,” by Mike Kuniavsky

“Presentation Zen Garr Reynolds

Sketching User Experiences: Getting the Design Right and the Right
Design,” by Bill Buxton

Universal Principles of Design William Lidwell

“Visual Explanations: Images and Quantities, Evidence and Narrative,” by
Edward Tufte


                 Confidential   3/22/13                                    40
About Macadamian


We create compelling user experiences for:

•  Consumer and enterprise desktop applications
•  Interfaces embedded into physical products
•  Mobile interfaces and applications on multiple platforms
•  Web applications and cloud-based applications




             Confidential   3/22/13                           41
Design + Development!




Confidential   3/22/13
                         42
•  Over 200 employees!
                                                       •  15 + years in business!
                                                       •  Integrated design & development teams!




             Ottawa!




                                                           Yerevan!
San Mateo!
                                      Cluj, Romania!




             Confidential   3/22/13
                                                                                              43
What We Do: UX services

•  UX Research                                •  UX Design
   −    Stakeholder Interviews                   −    Information Architecture
   −    Product Strategy Workshops               −    Content Modeling
   −    Task Analysis                            −    Interaction Design
   −    On-line Surveys                          −    Visual Design
   −    Usability Testing



•  Software Development                       •  Software Quality Assurance-QA
   −    Stand alone or combined with design      −    QA Review: performance or process
   −    PoC or market ready                      −    QA/QC for customer lead development
   −    Technologies: Web, Cloud, Mobile,        −    QA/QC within our agile process
        Desktop                                  −    Localization QA
   −    Agile methodology                        −    QA Script/Automation
   −    Integrated with customer teams




                                                                         44

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Macadamian - Product Camp - Top10 researchsecretswebinar dan_arra_march,2013

  • 1. Top 10 User Research Pitfalls Dan Arra Managing Director
  • 2. Agenda PART 1 About the Speaker PART 2 What is Research? PART 3 10 Research Pitfalls 2
  • 4. About The Speaker: Dan Arra •  Began career as an engineer in the aerospace industry. •  Spent 10 years at software companies in systems engineering, product management and professional services. •  Started software & technology companies and was responsible for leading numerous successful projects. Another 10 years. •  Joined Macadamian, a software design & development studio. Work closely with design and software engineering teams to improve and create new products. 4
  • 5. WHAT IS CUSTOMER RESEARCH? 5
  • 7. UCD: understanding users and tasks Good design is built on a solid understanding of your audience: specific goals, tasks and context of use. Confidential 3/22/13 7
  • 8. Research Methods: Qualitative versus Quantitative QUALITATIVE QUANTITATIVE attitude about Focus groups Surveys (online, telephone) your product and Interviews competition Behavior Ethnographic research A/B Testing related to your (Observation, shadowing) product offering usability of Usability testing Usability testing product Confidential 3/22/13 8
  • 10. The most dangerous things about research! Myth:
 Being Smart means you can do good UX Research & Design. Anybody can ask a question… but relevant, appropriate, constructive? 10
  • 11. Design research IS real science! Sci-ence [sahy-uh ns] noun •  systematic knowledge of the physical or material world gained through observation and experimentation. 11
  • 12. Reality! Observe Think Design Test ! Rinse, repeat. 12
  • 13. Our users don’t tell us what they need Myth:
 We asked users what they wanted, so we re covered. 13
  • 14. Users are NOT designers •  Users are focused on solutions •  Don’t consider context and other mitigating factors •  Why? Why? Why? 14
  • 15. Avoid jumping to Solutions too quickly 15
  • 16. Staying in problem space leads to INNOVATION Go to: http://www.macadamian.com/ for full story. 16
  • 17. Staying in problem space leads to INNOVATION Go to: http://www.macadamian.com/ for full story. 17
  • 18. Staying in problem space leads to INNOVATION Go to: http://www.macadamian.com/ for full story. 18
  • 19. Staying in problem space leads to INNOVATION Go to: http://www.macadamian.com/ for full story. 19
  • 20. Talking to customers " Research Who to ask... AND How to “ask”. 20
  • 22. Stating, without knowing! “We must have this feature”! can be very to EXPENSIVE Go to: http://www.macadamian.com/ for full story. 22
  • 23. Numbers can be deceiving! 23
  • 24. Sometimes numbers are not appropriate!! Qualitative Quantitative Attitude •  Focus Groups •  Surveys (Preference) •  Interviews •  A/B Testing Behavior •  Usability Walkthrough •  Usability Test (Performance) •  Ethnographic Research •  Benchmark Test •  Job Shadowing 24
  • 25. Focus Groups & Usability Testing!NOT the same! What people say, what people do, and what they say they do are entirely different things. Photo credit: http://www.webusability.co.uk/what-we-do/mobile-testing/ 25
  • 26. Tale of Two methods Usability Testing Focus Groups Method One-on-one testing; observing representative Group discussion/exploration with up to samples of end users using the product and 10 participants per group measuring their performance on pre- (n=1) determined tasks (n= # of individuals being tested) When to use Throughout development phase and during Pre-development; early in program deployment verification Key focus What will make the product easy for end What will motivate potential customers to users to learn and use? buy the product? Determining market need. Key How well can end users use the What are the customers' wants and functionality a product provides? Can they desires ? motivation realize the value promised? 26
  • 27. Eight is sometimes enough 27
  • 28. It just depends Faulkner, Laura (2003) Beyond the Five-user Assumption: Benefits of Increased Sample sizes in Usability Testing Behavior Research Methods, Instruments and Computers Volume 35 (3) 379-383 28
  • 29. Raw data is NOT enough 29
  • 30. Translate data into meaningful requirements 30
  • 31. Don’t rely only on the Spec! 31
  • 32. More than words can say! 32
  • 33. Not just anyone can do research 33
  • 34. UX Researcher – Prevents “heard what I wanted to hear.” •  Consider bringing someone on board with experience, a Degree in Human factors, HCI and/or soft sciences (e.g., Psychology, Sociology). •  If conducting true user research, you’ll want: −  someone with knowledge and experience in research methods and/or experimental practices. −  someone with the expertise to turn insights into design direction •  Partner user researcher with SMEs, business analysts, and product managers for maximum success! 34
  • 35. A Good Researcher! !  can identify the best methods to get the right information !  is “familiar enough” with the subject material to determine the right questions !  avoids leading questions !  has strong listening skills !  follows the the natural flow of the conversation !  can steer the conversation in the case of digression and guide user to discuss new topics when one is exhausted !  remains neutral and puts the interviewee at ease !  focuses on the most recent experiences !  looks for ways to visualize and summarize results to be actionable 35
  • 36. Remember Ask the right questions! Use the right method(s) Analyze appropriately Use the right people! 36
  • 37. Remember, also that you are! Improving AND growing business. Developing relationships = gold. Establishing credibility = save time. Learning/refining your craft. 37
  • 38. Thank-You darra@macadamian.com For more information, visit: www.macadamian.com Follow Macadamian on Twitter: @macadamianlabs 38
  • 39. Design and Research Resources ”Innumeracy: Mathematical Illiteracy and Its Consequences”, by John Allen Paulos “Ambient Findability: What We Find Changes Who We Become”, by Peter Morville “Communicating Design: Developing Web Site Documentation for Design and Planning,” by Dan Brown The Design of Everyday Things Don Norman Designing Interfaces Jennifer Tidwell Do You Matter? How Great Design Will Make People Love Your Company Robert Brunner “Don't Make Me Think: A Common Sense Approach to Web Usability,” by Steve Krug Confidential 3/23/13 39
  • 40. Design and Research Resources “The Elements of User Experience: User-Centered Design for the Web,” by Jesse James Garrett Emotional Design Don Norman Mental Models: Aligning Design Strategy With Human Behavior by Indi Young “Observing the User Experience: A Practitioner’s Guide to User Research,” by Mike Kuniavsky “Presentation Zen Garr Reynolds Sketching User Experiences: Getting the Design Right and the Right Design,” by Bill Buxton Universal Principles of Design William Lidwell “Visual Explanations: Images and Quantities, Evidence and Narrative,” by Edward Tufte Confidential 3/22/13 40
  • 41. About Macadamian We create compelling user experiences for: •  Consumer and enterprise desktop applications •  Interfaces embedded into physical products •  Mobile interfaces and applications on multiple platforms •  Web applications and cloud-based applications Confidential 3/22/13 41
  • 43. •  Over 200 employees! •  15 + years in business! •  Integrated design & development teams! Ottawa! Yerevan! San Mateo! Cluj, Romania! Confidential 3/22/13 43
  • 44. What We Do: UX services •  UX Research •  UX Design −  Stakeholder Interviews −  Information Architecture −  Product Strategy Workshops −  Content Modeling −  Task Analysis −  Interaction Design −  On-line Surveys −  Visual Design −  Usability Testing •  Software Development •  Software Quality Assurance-QA −  Stand alone or combined with design −  QA Review: performance or process −  PoC or market ready −  QA/QC for customer lead development −  Technologies: Web, Cloud, Mobile, −  QA/QC within our agile process Desktop −  Localization QA −  Agile methodology −  QA Script/Automation −  Integrated with customer teams 44