This presentation explores the intersection between UX strategy and research:
Part 1: Why do research, anyway?
Part 2: Understand the landscape
Part 3: Pushback & pitfalls
Part 4: Exploring the toolbox
Part 5: Case Study: ATB
Originally presented at VanUE on April 29, 2014.
SourceCon Atlanta 2013 Presentation: How to Hire and Build Your Own Sourcing ...Glen Cathey
This is my 2013 SourceCon Atlanta presentation on how to hire and grow your own sourcing team. It covers my hiring profile, a few Boolean search strings for finding people who fit my hiring profile, support for my theory that you can create super sourcers (and recruiters for that matter) by hiring people with no experience and training them properly, coming from the book "The Talent Code." It also explores the pros and cons of hiring experienced sourcers vs. hiring people with no experience and building sourcers from scratch.
The document describes services offered by UXelent to help organizations improve their user experience (UX) capabilities. UXelent hosts workshops to help organizations move their UX work to the next level by addressing how resources are often dispersed in silos. They believe every product can be improved and work with companies to enhance product experiences. The document provides tips on how to take UX innovation, collaboration with UX, and training with UX to the next level within an organization.
Collaboration. Customers. Conflict? Bridging the Gap between Agile and UXjohanna kollmann
In 2000, Jesse James Garrett first published his The Elements of User Experience diagram. In 2001, a group of practitioners signed the Agile Manifesto. Since then, User Experience and agile approaches to software development have gained traction, and have influenced how we build digital products. In this talk at UX Day Graz, Johanna outlined the opportunities and challenges UX designers face when working in an agile context, shared some of the best practices to make Agile and UX work well together, and discussed why the Lean Startup approach is opening doors for UX.
UX Burlington 2017: Exploratory Research in UX DesignSarah Fathallah
Exploratory research aims to gain a deeper understanding of users, their lives, and how products fit into their context. It helps define, reevaluate, and expand the problem space. Key methods include interviews, activities, observations, and homework assignments. Analyzing data inductively allows theories to emerge from research findings. Findings should be communicated through engaging stories that make insights sticky and shareable. The goal is to provide an interactive experience that leaves the audience excited to share what they learned.
Achieve More With Less: Efficiencies and Values of Strategic InsourcingHuman Capital Media
In today’s business environment, expectations are trending up while learning budgets are trending down. So how can L&D professionals find ways to achieve more with less? Learn from a groundbreaking benchmark study how strategic insourcing can be one of the more effective resourcing approaches to reach your corporate learning objectives.
This recent HCM Advisory Group study explored whether strategic insourcing can serve as a strategy to more effectively allocate resources to L&D projects and initiatives. Flexible human capital resource models such as strategic insourcing appear to deliver high quality results in a very cost effective manner.
The study is the result of an in-depth market analysis on the topic which employed focus groups and surveys of senior learning and development professionals.
What you will learn:
What strategic insourcing is, and how it can support your departmental objectives
The benefits and values of flexible human capital models such as strategic insourcing
Where and how they can be most effectively applied
The economic impact of strategic insourcing
Insights into trends/adoption of the model by L&D practitioners
How this resourcing model aligns with the demands and requirements of the workforce of the future
Qualitative Research Methods in UX design - Markus Heberleinuxtalktokyo
This document discusses qualitative research methods used in user experience design. It defines qualitative research as research that uses non-numeric data like photos, videos, and interview transcripts. While this data can be converted to quantitative data, doing so is not always useful or appropriate. Qualitative research is good for gaining insights into things researchers did not already know. Some common qualitative research methods discussed include ethnography, case studies, and interviews. The document provides guidance on how to plan, conduct, and analyze qualitative user research.
The 5 Levels of Talent Mining from SourceCon 2010 DCGlen Cathey
My SourceCon 2010 DC Keynote at the International Spy Museum on the 5 Levels of Talent Mining. I explore the value of human capital data, how talent mining has significant advantages over the predictive control of candidate variables when compared to other methods of sourcing candidates, and what I believe to be the future of sourcing, which is Talent Intelligence and Analytics.
SourceCon Atlanta 2013 Presentation: How to Hire and Build Your Own Sourcing ...Glen Cathey
This is my 2013 SourceCon Atlanta presentation on how to hire and grow your own sourcing team. It covers my hiring profile, a few Boolean search strings for finding people who fit my hiring profile, support for my theory that you can create super sourcers (and recruiters for that matter) by hiring people with no experience and training them properly, coming from the book "The Talent Code." It also explores the pros and cons of hiring experienced sourcers vs. hiring people with no experience and building sourcers from scratch.
The document describes services offered by UXelent to help organizations improve their user experience (UX) capabilities. UXelent hosts workshops to help organizations move their UX work to the next level by addressing how resources are often dispersed in silos. They believe every product can be improved and work with companies to enhance product experiences. The document provides tips on how to take UX innovation, collaboration with UX, and training with UX to the next level within an organization.
Collaboration. Customers. Conflict? Bridging the Gap between Agile and UXjohanna kollmann
In 2000, Jesse James Garrett first published his The Elements of User Experience diagram. In 2001, a group of practitioners signed the Agile Manifesto. Since then, User Experience and agile approaches to software development have gained traction, and have influenced how we build digital products. In this talk at UX Day Graz, Johanna outlined the opportunities and challenges UX designers face when working in an agile context, shared some of the best practices to make Agile and UX work well together, and discussed why the Lean Startup approach is opening doors for UX.
UX Burlington 2017: Exploratory Research in UX DesignSarah Fathallah
Exploratory research aims to gain a deeper understanding of users, their lives, and how products fit into their context. It helps define, reevaluate, and expand the problem space. Key methods include interviews, activities, observations, and homework assignments. Analyzing data inductively allows theories to emerge from research findings. Findings should be communicated through engaging stories that make insights sticky and shareable. The goal is to provide an interactive experience that leaves the audience excited to share what they learned.
Achieve More With Less: Efficiencies and Values of Strategic InsourcingHuman Capital Media
In today’s business environment, expectations are trending up while learning budgets are trending down. So how can L&D professionals find ways to achieve more with less? Learn from a groundbreaking benchmark study how strategic insourcing can be one of the more effective resourcing approaches to reach your corporate learning objectives.
This recent HCM Advisory Group study explored whether strategic insourcing can serve as a strategy to more effectively allocate resources to L&D projects and initiatives. Flexible human capital resource models such as strategic insourcing appear to deliver high quality results in a very cost effective manner.
The study is the result of an in-depth market analysis on the topic which employed focus groups and surveys of senior learning and development professionals.
What you will learn:
What strategic insourcing is, and how it can support your departmental objectives
The benefits and values of flexible human capital models such as strategic insourcing
Where and how they can be most effectively applied
The economic impact of strategic insourcing
Insights into trends/adoption of the model by L&D practitioners
How this resourcing model aligns with the demands and requirements of the workforce of the future
Qualitative Research Methods in UX design - Markus Heberleinuxtalktokyo
This document discusses qualitative research methods used in user experience design. It defines qualitative research as research that uses non-numeric data like photos, videos, and interview transcripts. While this data can be converted to quantitative data, doing so is not always useful or appropriate. Qualitative research is good for gaining insights into things researchers did not already know. Some common qualitative research methods discussed include ethnography, case studies, and interviews. The document provides guidance on how to plan, conduct, and analyze qualitative user research.
The 5 Levels of Talent Mining from SourceCon 2010 DCGlen Cathey
My SourceCon 2010 DC Keynote at the International Spy Museum on the 5 Levels of Talent Mining. I explore the value of human capital data, how talent mining has significant advantages over the predictive control of candidate variables when compared to other methods of sourcing candidates, and what I believe to be the future of sourcing, which is Talent Intelligence and Analytics.
When a software development company couldn’t understand why attorneys weren’t happier with their new document submission software researchers were called in to figure it out. Using a combination of in-context research and a lab-based Kano Method study we identified key misunderstandings and shortfalls in the offering, ultimately inspiring the development team to call for more exposure to users in future projects.
A small transportation logistics company is seeking to reduce attrition by 8% and improve customer satisfaction by 10% with a budget of $5,000. Key questions to consider are how to establish strong customer loyalty drivers, which research methodology to use, and how to accomplish the goals within the budget. Online surveys are recommended due to their low cost, ability to gather data quickly from many customers, and provide real-time analysis. Specifically, bulletin board focus groups and 6-8 in-depth interviews are suggested to explore customer needs and identify loyalty drivers. This combination of methods comes in under budget at $4,990.
How Entrepreneurs Can Think Like a Researcher to Improve their Effectiveness
So you have an idea, what next? Learn techniques that qualitative researchers use for more effective interviews that uncover deeper insights about customers and market needs. Lean Culture Meetup attendees will leave with a better understanding of how to diagnose whether prospects have a problem and if they view your product as a potential solution.
Presented at Lean Culture Meetup, July 31, 2018 in Palo Alto, CA
Collaborative Research The Conference by Media Evolution MalmöErika Hall
The document discusses collaborative research and user research methods. It provides an overview of stakeholder interviews, competitive analysis, usability testing, analyzing research findings, and creating models and reports. The key goals are to form good research questions, gather and analyze qualitative data, and create a shared understanding to inform decisions.
This document summarizes a presentation on collaborative research and user research. The presentation covers topics like understanding organizational stakeholders, conducting interviews and focus groups, analyzing user data, creating models and insights, and reporting research findings. It emphasizes that research should create a shared understanding, that asking questions is important but uncomfortable, and that clear goals and a collaborative approach are necessary for effective research. The presentation provides tips for different research activities and stresses selecting methods that answer key questions.
The document provides details about Glen Cathey, including that he is the Vice President of Global Sourcing and Talent Strategy at Randstad Sourceright, where he leads their Sourcing Center of Excellence. It notes that he has over 15 years of experience in professional staffing across various industries. Additionally, the document lists that Glen Cathey is highly connected on LinkedIn and provides a link to his website at booleanblackbelt.com.
This document is a confidential PRISM report for Sami Lassoued that analyzes his behavioral preferences based on a self-reported inventory. The report contains the following sections: [1] An introduction explaining how the report can help Sami learn about himself; [2] A personal profile including an 8-dimensional map of Sami's behaviors and key characteristics; and [3] A narrative summary of Sami's PRISM profile highlighting behaviors he is most and least comfortable using. The report aims to help Sami understand his strengths and areas for improvement to maximize his effectiveness.
The talk I gave at WebExpo 2014 in Prague! Slides only.
Here is the abstract:
Usability testing, focus groups, interviews, contextual inquiry, customer development - there are many names and techniques for gathering insights from your users, your customers. In recent years, agile software development and lean startup have changed how research is conducted, and have raised awareness of how important it is to understand who you are building your products for.
In this talk, Johanna will cover best practices for gathering insights in the context of product development. Her session will address questions such as:
* What techniques are best at the early stage of a product?
* What exactly is customer development and how is it different?
* What are the skills you need to turn research results into actionable insights that inform your product strategy?
Johanna will share her own story of being a researcher and product manager, how and why her practice has changed, and provide actionable advice on embedding research in your process.
In this presentation I discuss the approach, and tools we can use to do research on our users when we don't have resources, budget, or buy in from stakeholders.
IIBA Leveraging Your Communication StyleKeith Rickles
This document summarizes a presentation on leveraging communication styles for professional development. The presentation covered defining professional development as a continuous self-improvement plan throughout one's career. It discussed assessing skills, identifying gaps, and creating a development plan. Critical skills like problem solving, communication, and leadership were addressed. The presentation introduced a behavioral assessment called eDISC to help understand communication styles based on traits like pace and task/people orientation. Examples showed how to adapt communication to different styles to improve professional interactions.
Presented at EuroIA17, September 2017; World IA Day NYC, February 2017; Interact, October 2016 (London, UK); earlier versions in 2014 at UXPA Boston (Boston, MA, USA); in 2013 at Interaction S.A. (Recife, Brasil), Intuit (Mountain View, CA, USA), Designers + Geeks (New York, USA); in 2012 at UX Russia (Moscow, Russia), UX Hong Kong (Hong Kong, China), WebVisions NYC (New York, NY, USA); in 2011 at the IA Summit (Denver, CO, USA), UX-LX (Lisbon, Portugal), Love at First Website (Portland, OR, USA).
This is something of a successor to my talk "Marrying Web Analytics and User Experience" (http://is.gd/vK34zS)
CactusCon 2017 - OODA Loop in life & cyber threat intelligenceDave Eilken
Explanation of John Boyd's OODA Loop for better decision making in life and how we can first take action to gain better visibility with cyber intelligence that will help us make risk decisions.
http://www.cactuscon.com/not-your-grandmas-cti-ooda-loop
The document provides an agenda and overview for an accelerator workshop on rapid facilitation techniques being held by nForm User Experience. The full-day workshop on March 23, 2007 will include presentations and demonstrations of rapid facilitation methods, as well as practice sessions for techniques like live note capturing, predictive PowerPoint, and project alignment exercises. Attendees will learn about using accelerated workshop formats to tackle common project challenges more effectively.
This presentation will examine the purpose and application of information architecture for the so-called ‘next generation’ of information tools, including blogs and wikis. We will introduce ‘needs based’ information architecture, the methodology used for organising and designing information-rich environments in a way that allows people to use them more easily. We will then look at how the best practice principles behind this approach apply equally well to emerging technologies.
Presented at Open Publish 2007, by Patrick Kennedy of Step Two Designs.
The document discusses the experiences and lessons learned by Harsh Jawharkar as a "serial intrapreneur", launching new ventures within large organizations. Some key points discussed include building the right team with a mix of skills, focusing on solving the right problem by developing a minimum viable product, and being flexible to pivot if needed based on what is learned. It also emphasizes the importance of customizing the innovation process to fit the type of challenge and assets available, as well as designing for metrics from the beginning to understand what is working.
This document provides tips and lessons for managing research projects. It outlines the project essentials, including defining what constitutes a completed project, potential barriers to completion, and how to ensure the team has what it needs to finish. Regular status meetings and use of a risk/action issue/interdependency/decision tool are recommended for monitoring progress. Lessons include setting clear expectations, spreading work evenly, documenting as you progress, and celebrating milestones. Potential pitfalls to avoid include scope creep and team members having differing goals or understanding of roles.
Research and the art of doing what you want !!Satyajeet Raje
This talk was given to students in the third year of their Computer Engineering degree program at the University of Pune, India. It was intended to instill ideas of basic research methodology and that research is not something other-worldly. The message was that they can perform "research" in what they do everyday. The talk was very interactive, encouraging students to clarify their misconceptions about research.
This document discusses various topics related to project, program and portfolio management including applying benefits realization management, focusing on outcomes rather than costs and risks, embracing challenges, and never stopping learning. It also recommends the book "Getting Things Done" by David Allen as a method to free your mind from clutter and focus. PMOs are said to exist within wider organizational ecosystems and the smallest acts that drive strategic execution are individual choices of what to work on. Creating shared purpose is more important than sharing thoughts.
Product Anonymous: After Research - Creating Useful & Well Executed Research ...Jess Nichols
So you’ve completed your customer interviews - but now what?
How do you make sure that you’re creating the right insights based on all of your data? How do you advocate for your findings across product development, especially when they conflict with business objectives?
In this presentation, Jess will share how to set yourself up for success in the most important part of the user research journey - After Research. Learn how to effectively synthesise your qualitative data, create reusable and actionable insights & advocate your research across your team.
This document outlines the key steps and considerations for determining a research design, including identifying a research problem, assessing available information, developing a theoretical framework, and writing a research proposal. The main steps are to identify the research problem, determine the purpose of the research, develop a theoretical framework, define the research question/hypothesis, identify any limitations or delimitations of the study, and decide on an appropriate methodology. Good research requires a clear statement of objectives, an appropriate methodology, unbiased conduct, sufficient resources, and adherence to ethical standards.
When a software development company couldn’t understand why attorneys weren’t happier with their new document submission software researchers were called in to figure it out. Using a combination of in-context research and a lab-based Kano Method study we identified key misunderstandings and shortfalls in the offering, ultimately inspiring the development team to call for more exposure to users in future projects.
A small transportation logistics company is seeking to reduce attrition by 8% and improve customer satisfaction by 10% with a budget of $5,000. Key questions to consider are how to establish strong customer loyalty drivers, which research methodology to use, and how to accomplish the goals within the budget. Online surveys are recommended due to their low cost, ability to gather data quickly from many customers, and provide real-time analysis. Specifically, bulletin board focus groups and 6-8 in-depth interviews are suggested to explore customer needs and identify loyalty drivers. This combination of methods comes in under budget at $4,990.
How Entrepreneurs Can Think Like a Researcher to Improve their Effectiveness
So you have an idea, what next? Learn techniques that qualitative researchers use for more effective interviews that uncover deeper insights about customers and market needs. Lean Culture Meetup attendees will leave with a better understanding of how to diagnose whether prospects have a problem and if they view your product as a potential solution.
Presented at Lean Culture Meetup, July 31, 2018 in Palo Alto, CA
Collaborative Research The Conference by Media Evolution MalmöErika Hall
The document discusses collaborative research and user research methods. It provides an overview of stakeholder interviews, competitive analysis, usability testing, analyzing research findings, and creating models and reports. The key goals are to form good research questions, gather and analyze qualitative data, and create a shared understanding to inform decisions.
This document summarizes a presentation on collaborative research and user research. The presentation covers topics like understanding organizational stakeholders, conducting interviews and focus groups, analyzing user data, creating models and insights, and reporting research findings. It emphasizes that research should create a shared understanding, that asking questions is important but uncomfortable, and that clear goals and a collaborative approach are necessary for effective research. The presentation provides tips for different research activities and stresses selecting methods that answer key questions.
The document provides details about Glen Cathey, including that he is the Vice President of Global Sourcing and Talent Strategy at Randstad Sourceright, where he leads their Sourcing Center of Excellence. It notes that he has over 15 years of experience in professional staffing across various industries. Additionally, the document lists that Glen Cathey is highly connected on LinkedIn and provides a link to his website at booleanblackbelt.com.
This document is a confidential PRISM report for Sami Lassoued that analyzes his behavioral preferences based on a self-reported inventory. The report contains the following sections: [1] An introduction explaining how the report can help Sami learn about himself; [2] A personal profile including an 8-dimensional map of Sami's behaviors and key characteristics; and [3] A narrative summary of Sami's PRISM profile highlighting behaviors he is most and least comfortable using. The report aims to help Sami understand his strengths and areas for improvement to maximize his effectiveness.
The talk I gave at WebExpo 2014 in Prague! Slides only.
Here is the abstract:
Usability testing, focus groups, interviews, contextual inquiry, customer development - there are many names and techniques for gathering insights from your users, your customers. In recent years, agile software development and lean startup have changed how research is conducted, and have raised awareness of how important it is to understand who you are building your products for.
In this talk, Johanna will cover best practices for gathering insights in the context of product development. Her session will address questions such as:
* What techniques are best at the early stage of a product?
* What exactly is customer development and how is it different?
* What are the skills you need to turn research results into actionable insights that inform your product strategy?
Johanna will share her own story of being a researcher and product manager, how and why her practice has changed, and provide actionable advice on embedding research in your process.
In this presentation I discuss the approach, and tools we can use to do research on our users when we don't have resources, budget, or buy in from stakeholders.
IIBA Leveraging Your Communication StyleKeith Rickles
This document summarizes a presentation on leveraging communication styles for professional development. The presentation covered defining professional development as a continuous self-improvement plan throughout one's career. It discussed assessing skills, identifying gaps, and creating a development plan. Critical skills like problem solving, communication, and leadership were addressed. The presentation introduced a behavioral assessment called eDISC to help understand communication styles based on traits like pace and task/people orientation. Examples showed how to adapt communication to different styles to improve professional interactions.
Presented at EuroIA17, September 2017; World IA Day NYC, February 2017; Interact, October 2016 (London, UK); earlier versions in 2014 at UXPA Boston (Boston, MA, USA); in 2013 at Interaction S.A. (Recife, Brasil), Intuit (Mountain View, CA, USA), Designers + Geeks (New York, USA); in 2012 at UX Russia (Moscow, Russia), UX Hong Kong (Hong Kong, China), WebVisions NYC (New York, NY, USA); in 2011 at the IA Summit (Denver, CO, USA), UX-LX (Lisbon, Portugal), Love at First Website (Portland, OR, USA).
This is something of a successor to my talk "Marrying Web Analytics and User Experience" (http://is.gd/vK34zS)
CactusCon 2017 - OODA Loop in life & cyber threat intelligenceDave Eilken
Explanation of John Boyd's OODA Loop for better decision making in life and how we can first take action to gain better visibility with cyber intelligence that will help us make risk decisions.
http://www.cactuscon.com/not-your-grandmas-cti-ooda-loop
The document provides an agenda and overview for an accelerator workshop on rapid facilitation techniques being held by nForm User Experience. The full-day workshop on March 23, 2007 will include presentations and demonstrations of rapid facilitation methods, as well as practice sessions for techniques like live note capturing, predictive PowerPoint, and project alignment exercises. Attendees will learn about using accelerated workshop formats to tackle common project challenges more effectively.
This presentation will examine the purpose and application of information architecture for the so-called ‘next generation’ of information tools, including blogs and wikis. We will introduce ‘needs based’ information architecture, the methodology used for organising and designing information-rich environments in a way that allows people to use them more easily. We will then look at how the best practice principles behind this approach apply equally well to emerging technologies.
Presented at Open Publish 2007, by Patrick Kennedy of Step Two Designs.
The document discusses the experiences and lessons learned by Harsh Jawharkar as a "serial intrapreneur", launching new ventures within large organizations. Some key points discussed include building the right team with a mix of skills, focusing on solving the right problem by developing a minimum viable product, and being flexible to pivot if needed based on what is learned. It also emphasizes the importance of customizing the innovation process to fit the type of challenge and assets available, as well as designing for metrics from the beginning to understand what is working.
This document provides tips and lessons for managing research projects. It outlines the project essentials, including defining what constitutes a completed project, potential barriers to completion, and how to ensure the team has what it needs to finish. Regular status meetings and use of a risk/action issue/interdependency/decision tool are recommended for monitoring progress. Lessons include setting clear expectations, spreading work evenly, documenting as you progress, and celebrating milestones. Potential pitfalls to avoid include scope creep and team members having differing goals or understanding of roles.
Research and the art of doing what you want !!Satyajeet Raje
This talk was given to students in the third year of their Computer Engineering degree program at the University of Pune, India. It was intended to instill ideas of basic research methodology and that research is not something other-worldly. The message was that they can perform "research" in what they do everyday. The talk was very interactive, encouraging students to clarify their misconceptions about research.
This document discusses various topics related to project, program and portfolio management including applying benefits realization management, focusing on outcomes rather than costs and risks, embracing challenges, and never stopping learning. It also recommends the book "Getting Things Done" by David Allen as a method to free your mind from clutter and focus. PMOs are said to exist within wider organizational ecosystems and the smallest acts that drive strategic execution are individual choices of what to work on. Creating shared purpose is more important than sharing thoughts.
Product Anonymous: After Research - Creating Useful & Well Executed Research ...Jess Nichols
So you’ve completed your customer interviews - but now what?
How do you make sure that you’re creating the right insights based on all of your data? How do you advocate for your findings across product development, especially when they conflict with business objectives?
In this presentation, Jess will share how to set yourself up for success in the most important part of the user research journey - After Research. Learn how to effectively synthesise your qualitative data, create reusable and actionable insights & advocate your research across your team.
This document outlines the key steps and considerations for determining a research design, including identifying a research problem, assessing available information, developing a theoretical framework, and writing a research proposal. The main steps are to identify the research problem, determine the purpose of the research, develop a theoretical framework, define the research question/hypothesis, identify any limitations or delimitations of the study, and decide on an appropriate methodology. Good research requires a clear statement of objectives, an appropriate methodology, unbiased conduct, sufficient resources, and adherence to ethical standards.
This presentation was provided by Serena Rosenhan of ProQuest, during Session Four of the NISO event "Agile Product and Project Management for Information Products and Services," held on June 4, 2020.
Design Research For Everyday Projects - UX Londonleisa reichelt
The document discusses design research for everyday projects. It provides an overview of qualitative design research methods that can be customized for smaller projects with limited time and budgets. The speaker will cover designing, conducting, and analyzing qualitative design research, with a focus on practical tips over best practices. Hands-on exercises are included to help participants understand how to design and conduct interviews and analyze the findings.
You aren't your target market. - UX Research BasicsAngela Obias
Originally presented in an IT Entrepreneurship Ideation class in the Ateneo de Manila University, February 2015.
Bare-bones advice on how to get minimum, but necessary, validation about the class's digital product ideas.
This presentation aims to teach others how to use the user centered design methodology known as personas.
Personas are archetypes (models) that represent groups of real users who have similar behaviors, attitudes, and goals. A persona describes an archetypical user of software as it relates to the area of focus or domain you are designing for as a lens to highlight the relevant attitudes and the specific context associated with the area of work you are doing.
Old Dog New Tricks - Design Research 2021 V3 (1).pptxStephen Cox
This document discusses moving from design research to product design research. It focuses on making teams faster through frequent delivery, putting business and customers together, and face-to-face conversations. It also discusses remaining flexible through frameworks, education, organizational memory, and human stories. The goal is to teach others research and help people with annoying bits through regular exploratory research cadences outside of projects.
The Beanbag Project aimed to determine whether people could distinguish between beanbags filled with different amounts of beans through a user study. While a simple concept, testing people's perceptions in this way presents a novel approach. The project addressed issues of waste and pollution by considering bean fill amounts. Any challenges were likely minor as the experiment mainly required procuring beanbags and conducting user surveys.
Team building insights from artificial intelligenceRobert Roan
This document discusses how artificial intelligence can provide insights into building effective teams. It uses concepts from the Turing Test to develop questions about natural language, knowledge, reasoning, and learning that can help construct high-performing teams and decision support systems. The questions are meant to help teams acquire and share knowledge efficiently, make well-informed decisions through structured reasoning processes, and continuously learn and improve.
Getting started with UX research October 2017.pptxCarol Rossi
You know you need customer insights to make good design decisions but without a dedicated researcher on your team how do you run the research? These tips will help you get started.
Research Rebooted: Market Research is Broken, How Lean Can Help Fix It #leand...The Difference Engine
The presentation from my talk at #LeanDayWest, September 17, 2013 in Portland, OR. Research Rebooted: Market Research is Broken, How Lean Can Help Fix It.
Overview of Evaluation Methods and Choices.pptxChrisHayes76322
This presentation looks at considerations and choices for designing and planning your evaluation activity.
It looks at common methods for data collection.
It touches on data analysis and write-up
THINKING ABOUT THINKING
Audience: PM & BA
Level: All
Date: May 26
Time: 11:30 AM - 12:30 PM
Description
Thinking is a big part of a Project Manager’s and Business Analyst's job. But how often have you spent time thinking about thinking? This presentation looks at thinking as a critical soft skill for project managers and how a disciplined approach to thinking improves you effectiveness as a change agent for the company in the role of project manager. The presentation will discuss the Thinking Hats, Five Types of Thinking, and brush into the entire world of Business Analytics. The presentation focuses on how the skills of Strategic Analysis, Tactical Analysis, Predictive Analysis, Data mining work together for the complete business management cycle. To add to the thinking equation, the session will explore the power of Social Media sentiment and how the way people "feel" about things is an important factor in the business equation. Think about it !!!!
1. Participants will understand the relationship between planning, analysis, problem solving, decision making and thinking.
2. Students will be able to explain an "Adapting to Whats Happening Model" that includes Data Recording, Strategic Analysis, Tactical Analysis, Predictive Analysis, and Social Media Sentiment. And how it impacts the business.
3. Students will explore various factors of human bias and how that impacts thinking. The student will understand that bias cannot not be completely eliminated, but should be embraced as a human factor in any thinking exercise. The student will understand that personal perspective/bias is a factor, but not THE factor in thinking.
The document summarizes a citizen-led innovation project that took place over several months. It involved 12 workshops on topics like DIY electronics and microbe labs. Researchers conducted 4 personas, 3 reflection sessions, literature reviews, observations, and documentation of workshops. They created 2 prototype ideas and selected 1 to build. The prototype was user tested but is noted as a proof of concept and work in progress, not a final product. The document poses questions for reflection on how to best support innovation, evaluate tangible and intangible outcomes, build trust between diverse groups, and make decisions in citizen-led projects.
This slide deck covers why primary market research (aka customer development, customer research or customer empathy) is important and necessary, outlines how to organize a successful research program, provides a sampling of common qualitative and quantitative primary market research techniques, and provides an FAQ section on common questions.
APF orlando diy survey workshop 071114 finalMike Courtney
This document provides information about conducting DIY survey research. It begins with an introduction to survey research and discusses why research is important to reduce risks, discover opportunities, and improve business results. Common mistakes in survey questions are outlined. The document then covers how to write effective survey questions, choose appropriate response scales, and develop a survey flow. Tips for determining appropriate sample sizes and finding respondents are provided. The document concludes with an exercise where attendees develop survey questions to get feedback.
The document provides guidance on conducting a communications audit. It discusses the importance of regularly examining current practices and future needs with a focus on clients. Key aspects of an audit include interviews, surveys, observation methods, and usability testing to understand client perceptions, priorities, and opportunities. The results should provide insights to meet evolving client needs and justify investments in new or refined communications efforts.
Users are Losers! They’ll Like Whatever we Make! and Other Fallacies.Carol Smith
Presented at CodeMash 2013.
If this sounds familiar it is time to make big changes or look for a new job. Failing your users will only end badly. In this session we look at the assumptions that are all-too-often made about users, usability and the User Experience (UX). In response to each of these misguided statements Carol will provide a quick method you can conduct with little or no resources to debunk these myths.
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
Industrial Tech SW: Category Renewal and CreationChristian Dahlen
Every industrial revolution has created a new set of categories and a new set of players.
Multiple new technologies have emerged, but Samsara and C3.ai are only two companies which have gone public so far.
Manufacturing startups constitute the largest pipeline share of unicorns and IPO candidates in the SF Bay Area, and software startups dominate in Germany.
The APCO Geopolitical Radar - Q3 2024 The Global Operating Environment for Bu...APCO
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Exploring the UX Research Toolbox
1. Exploring the research toolbox:
what to use, when and why.
Calgary - Vancouver - Toronto
Anthony Hempell
Director, User Experience
Tara Franz,
Director, Research
2. Part 1: Why do research, anyway?
Part 2: Understand the landscape
Part 3: Pushback & pitfalls
Part 4: Exploring the toolbox
Part 5: Case Study: ATB
4. Part 1:
Q: Why do research,
anyway?
“If we knew what it was we were doing, it would
not be called research, would it?” -Albert Einstein
5. Part 1:
Q: Why do research,
anyway?
“If we knew what it was we were doing, it would
not be called research, would it?” -Albert Einstein
“I believe in innovation and that the way you get
innovation is you fund research and you learn the
basic facts” - Bill Gates
12. So how do we do that?
gather server logs, conduct
surveys, perform usability tests
comparison & analysis of data
communicate and evangelize findings
turn insights into policies,
methods and actions
13. Part 1:
A: We want to fill our gaps
in the data to create useful
information, knowledge &
wisdom which can be used
to make the world a better
place.
16. Some practical
questions before we
begin...
What do we already know?
Who are the users?
Who are the stakeholders?
Where are they located?
What are we trying to discover?
When do we need our findings?
How are the findings going to be used?
17. What do we already know?
What research results do we already
have access to?
How recent is it?
How was it collected?
Is it valid?
What does it tell us?
Has it been converted into organizational
assets like policies, procedures, shared
knowledge?
18. Who are the users?
What research has been done
on current audience?
Is any of it qualitative?
How has the current audience /
user / customer base been
determined?
Are there demographic aspects
to customer base that are of
interest -- language, age,
mobility, cultural, technology
use, etc.
19. Who are the
stakeholders?
Who has ultimate accountability
(financial and otherwise)?
Who is the primary point of contact /
responsibility for coordination?
Who else needs to be consulted?
What are their roles?
Who needs to be informed and when?
Who would be most affected if the project
goes poorly?
What are the desired outcomes + effects?
21. When do we need our
findings?
Deadlines -- what is driving them?
Possibility of future research?
22. How are our findings
going to be used?
Creating requirements?
Concept creation or validation?
Setting policies / product direction?
Within small project team or
communicating across departments?
25. Part 3:
Pushback & Pitfalls
“You can go anywhere you want if you look
serious and carry a clipboard” - Murphy’s Law
26. Part 3:
Pushback & Pitfalls
“You can go anywhere you want if you look
serious and carry a clipboard” - Murphy’s Law
“We don’t devote enough scientific research to
finding a cure for jerks” - Bill Watterson
27. Some common pitfalls
“We already have a research department
that does that”
“Marketing did some market research
last quarter, we can use that”
“Let’s put a survey up on our website”
“That sounds like it will take too long / be
too expensive -- let’s talk to some of my
friends / co-workers / kids instead”
“Let’s get the users to tell us what they
want” (a.k.a “Rainbow Unicorn”)
28. Some common pitfalls
“We already have a research department
that does that”
“Marketing did some market research
last quarter, we can use that”
“Let’s put a survey up on our website”
“That sounds like it will take too long / be
too expensive -- let’s talk to some of my
friends / co-workers / kids instead”
“Let’s get the users to tell us what they
want” (a.k.a “Rainbow Unicorn”)
29. Some common pitfalls -
why they happen
Organizational pressure
for concrete results, yesterday
Research not seen as
valuable / waste of time
Lack of knowledge about
research methods
Lack of understanding of
research benefits
30. Quote
Research
Strategy
Design
Culture
Testing
Novice Beginner Intermediate Advanced Enlightened
None
Ad-hoc,
Anecdotal
Data-driven
Qualitative +
quantitative
Triangulation: data
& observation;
passive & active.
Not used
Ad-hoc
Never
No knowledge
Reactive;
HIPPO
Creative Chaos
Rarely
Awareness of value
Focus on business
requirements
"Best practices"
Occasionally
Individual
champions;
traction difficult
Balance needs of
business & users
Style guides +
processes defined;
ideation & creativity
Sometimes
Some managerial
advocates +
success
Business is
customer-driven
Agile / Lean: small
teams, rapid design
sessions, iterative
Always
Empowered by C-
level executive
Adapted from: Shane Morris
http://blogs.msdn.com/b/shanemo/archive/2006/12/18/user-experience-maturity-model-microsoft-style.aspx
"We don't have
time / money for
that!"
"Just do it."
"Think before you
act."
"Use lessons learned
to predict, plan and
create opportunity."
"Review, learn,
adjust, execute,
review, learn…"
Jakob Nielsen
http://www.nngroup.com/articles/usability-maturity-stages-1-4/
0 1 2 3 4
UX Maturity Model
31. Quote
Research
Strategy
Design
Culture
Testing
Novice Beginner Intermediate Advanced Enlightened
None
Ad-hoc,
Anecdotal
Data-driven
Qualitative +
quantitative
Triangulation: data
& observation;
passive & active.
Not used
Ad-hoc
Never
No knowledge
Reactive;
HIPPO
Creative Chaos
Rarely
Awareness of value
Focus on business
requirements
"Best practices"
Occasionally
Individual
champions;
traction difficult
Balance needs of
business & users
Style guides +
processes defined;
ideation & creativity
Sometimes
Some managerial
advocates +
success
Business is
customer-driven
Agile / Lean: small
teams, rapid design
sessions, iterative
Always
Empowered by C-
level executive
Adapted from: Shane Morris
http://blogs.msdn.com/b/shanemo/archive/2006/12/18/user-experience-maturity-model-microsoft-style.aspx
"We don't have
time / money for
that!"
"Just do it."
"Think before you
act."
"Use lessons learned
to predict, plan and
create opportunity."
"Review, learn,
adjust, execute,
review, learn…"
Jakob Nielsen
http://www.nngroup.com/articles/usability-maturity-stages-1-4/
0 1 2 3 4
32. Quote
Research
Strategy
Design
Culture
Testing
Novice Beginner Intermediate Advanced Enlightened
None
Ad-hoc,
Anecdotal
Data-driven
Qualitative +
quantitative
Triangulation: data
& observation;
passive & active.
Not used
Ad-hoc
Never
No knowledge
Reactive;
HIPPO
Creative Chaos
Rarely
Awareness of value
Focus on business
requirements
"Best practices"
Occasionally
Individual
champions;
traction difficult
Balance needs of
business & users
Style guides +
processes defined;
ideation & creativity
Sometimes
Some managerial
advocates +
success
Business is
customer-driven
Agile / Lean: small
teams, rapid design
sessions, iterative
Always
Empowered by C-
level executive
Adapted from: Shane Morris
http://blogs.msdn.com/b/shanemo/archive/2006/12/18/user-experience-maturity-model-microsoft-style.aspx
"We don't have
time / money for
that!"
"Just do it."
"Think before you
act."
"Use lessons learned
to predict, plan and
create opportunity."
"Review, learn,
adjust, execute,
review, learn…"
Jakob Nielsen
http://www.nngroup.com/articles/usability-maturity-stages-1-4/
0 1 2 3 4
37. Some common pitfalls -
how to avoid
Know your research question. Always have
concrete, measurable goals for your research that
you can refer to.
Build a research strategy and plan.
Be willing to listen to alternative points of view, but
don’t deviate from sound research practices.
Protect the validity of your methods. It is your
basic currency.
If you’re getting pushback, take baby steps.
Focus on the value.
Don’t force it. If the glass slipper doesn’t fit, it
doesn’t fit.
38. Part 3:
Observe and understand the
organization you’re working
with. Propose measured
improvements. Make
friends.
39. Part 4:
Exploring the toolbox
“If all you have is a hammer,
everything looks like a nail.”
- Abraham Maslow
40. Focus groups
In-depth interviews (in person / remote)
Ethnography
Card sorting
Usability testing
Usability benchmarking
Surveys
Observation
Message board mining
Coding customer feedback emails
A/B testing
Web Analytics
Diaries
Eye tracking
Online Panels / Communities
and more...
http://nform.com/cards/
Let’s look in the toolbox
41. Research dimensions
Basic vs Applied
Cross-sectional vs Longitudinal
Research purpose: Exploratory, descriptive, explanatory
Data collection techniques:
Quantitative vs Qualitative
Small vs Large sample
Moderated vs Unmoderated
Attitudinal vs Behavioural
http://qualitative.wikidot.com/dimensions-of-research
42. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Moderated
• Can observe subtle cues:
non-verbal behaviour, tone
of voice, etc.
• More chances for further
inquiry based on context
• Harder to eliminate biases
• Much higher quality of data
43. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Unmoderated
• Can
facilitate
much
larger
sample
sizes
• Not
as
many
constraints
with
different
9me
zones
• Limited
context
• Media
biases
• Respondents
have
more
9me
to
par9cipate
(send
photos,
diaries,
ponder
thoughts)
44. Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
• Small
test
group
but
deeper
understanding
• Gathering
informa9on
or
themes
from
texts,
conversa9ons
or
interviews
• Open
ended;
changeable.
There
is
a
maybe.
• Opportunity
for
flexibility;
serendipity
45. Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
• More closed questioning with directed response (pick
Yes or No, there is no maybe)
• Gathering data with an “instrument”
• Derive measures or variables (operationalization)
• Error of measurement
46. Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
• Hybrid:
gather
data
qualita9vely
and
then
code
into
variables
to
make
inferences
quan9ta9vely.
47. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
48. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
49. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
Discovering
mo9va9ons
in
context
50. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix BLUE
=
measures
aUtudes
RED=
measures
behaviours
Focus
groups
In
person
interviews
Ethnography
Usability
tes9ng
Telephone
interviews
Card
sor9ng
Diaries
Online
panels
51. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
Observing
and
tracking
behaviours
in
context
52. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
Observa9on
Usability
benchmarking
Eye
tracking
BLUE
=
measures
aUtudes
RED=
measures
behaviours
Online
panels
53. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
Discovering
general
themes
and
aUtudes
54. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
Message
board
mining
Customer
feedback
emails
BLUE
=
measures
aUtudes
RED=
measures
behaviours
55. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
Gathering
data
about
behaviours
56. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
Web
Analy9cs
A/B
tes9ng
Customer
feedback
emails
Unmoderated
usability
tes9ng
BLUE
=
measures
aUtudes
RED=
measures
behaviours
57. Moderated:
high
effort
/
high
context
Unmoderated:
lower
effort
/
lower
context
Quan8ta8ve:
how
many
and
how
much
Qualita8ve:
why
and
how
to
fix
Focus
groups
In
person
interviews
Ethnography
Surveys
Web
Analy9cs
Observa9on
Usability
benchmarking
Usability
tes9ng
A/B
tes9ng
Message
board
mining
Customer
feedback
emails
Telephone
interviews
Card
sor9ng
Unmoderated
usability
tes9ng
Eye
tracking
BLUE
=
measures
aUtudes
RED=
measures
behaviours
Diaries
Digital
Ethnography
Online
panels
58. Opportunities:
Triangulation
What data do you currently have? How was it
collected? Consider using a method that is
complimentary.
Do you have the opportunity to run two or more
research methods? Use different methods to look at
the same problem from different angles.
59. Part 4:
Know the strengths and
weaknesses of every
method and pick wisely.
If possible, research with
more than one.
60. Part 5:
Case Study:
ATB Financial
“Our youth now love luxury. They have bad
manners, contempt for authority; they show
disrespect for their elders and love chatter
in place of exercise” - Socrates
61. • Problem:
–Required insight and
understanding of the
millennial demographic
to increase market
share within the group
–Make something
awesome
ATB Case Study
62. • what do we already know?
– Lots of data about ATB customer needs and
current use
–Also were aware of Millennial research and
some overarching themes
ATB Case Study: Landscape
63. • Who are the users?
–Target of urban Millennials and drafted up a
demographic framework to contain the
sampling
• Who are the stakeholders?
–Emerge group at ATB and big wigs
–Ensure we had a plan to have them involved
ATB Case Study: Landscape
64. • Where are they located?
–Calgary, Alberta
• What are we trying to discover?
–Something we can take to market to engage a new
market for ATB
ATB Case Study: Landscape
65. • When do we need our findings?
–We had 3 months time
• How are the findings going to be used?
– To create a new offering
ATB Case Study: Landscape
66. • The plan:
- Secondary research review on Millennials and ATB data
- Ethnographic Immersion – be one with the animals
- DEBRIEF (this is where the real insight starts to happen and stakeholders are involved)
- User Interviews – understand the ways and the why
- DEBRIEF again – what have we learned? What else do we want to know? Let’s get our
persona on!
- Naïve Expert and Extreme Customer Interviews (Kingdon; Science of Serendipity.
2012)
- DEBRIEF – what have we learned about solving problems?
- Innovation session
- The big write up and vote
- In field feedback (this is when you call your friends)
- RDL and prototyping
- Concept testing
- Finalize and forge ahead!
ATB Case Study: Toolbox
67. - How was everyone kept in the loop?
Collaboration
69. - Secondary research review on Millennials and ATB
data
- Ethnographic Immersion – be one with the animals
- DEBRIEF (this is where the real insight starts to happen and
stakeholders are involved)
Stage One:
Foundation
70.
71. - User Interviews – understand the ways and the why
- DEBRIEF again – what have we learned? What else do we
want to know? Let’s get our persona on!
• Semi structured phone and in person ethnographic
interviews: we dined, we coffee-d, we chatted, we made
life plans together
• Debrief goal: Personas
Stage Two: Patterns
72. - Naïve Expert and Extreme Customer Interviews (Kingdon;
Science of Serendipity. 2012)
- DEBRIEF – what have we learned about solving problems?
- Innovation session
- The big write up and vote
Stage Three: Innovation
• Explored creative ways to solve the problems we had:
personal organizers, teachers, support workers,
rehabilitation counselors
• Spoke with people who were on the extreme side of
everything we discovered: wealthy and homeless
• Debrief goal: 5 solid ideas with a framework.
• Opportunity to vote on favorite idea
• In field feedback
73. - RDL: include your stakeholders and sometimes users
- Prototyping
- Concept testing:
- recruit the right people
- Test on the right screen
- Finalize and forge ahead!
Stage Four: Building