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1




What to do when:
Informing design at every phase
Dana Chisnell
Web Design World
Seattle
July 2009
2




The team
did a great
job.


Something
is wrong.
But what?
3


Business requirements.
  Check.




IT constraints.
  Check.




Input from users.
  ...
4




How do
you fit user
research
into the
process?
5



There are
simple
things you
can do to
inform
design
decisions:
6




                              Observe
                              and listen
                              to users
                              through
                              3 key
                              questions


http://www.flickr.com/photos/roby72/3345955051/
7




These phases
Requirements gathering
Design & test
Launch
8




Map to these questions
What should the design
do?
How should it do it?
Does it do what we want
it to do?
9




What does that look like?




What should the   How should it   Does it do what we
design do?        do it?          wanted it to do?
10
11




What should the design do?
12
13



Learn who
the users are
14




Brokers or administrators?
15




Doctors or patients?
16




Road warriors or vacationers?
17




๏ Who are the users?
๏ What are they like?
๏ How are they reaching task goals?
18




         Knowing user goals
                     ensures
the design will be successful
19




Ask, listen
Surveys
Focus groups
20



Observe
related tasks
Usability test previous
release
Ethnographic methods
Field usability tests
21



Learn what is useful
to users
22




Benefit
Value
Usefulness
23




  If benefits aren’t clear,
uptake will be a struggle
24



Test
competitors
25



Test
inherent value
Current users
 rave or complain

 interview-based tasks
26



Test
inherent value
New users
 tasks from current users

 verbalize benefits
27



Test
inherent value
Analyze
 current and new users match?

 anyone match Marketing?
28




BobAdvisor
29



Proof
the concept
30




Qualitative data validating ideas
31




                  Reality checkpoint:
translating research to requirements
32



Show early
designs
Focus groups
Participatory design
sessions
33



Test against
benchmarks
Goals
Previous performance
34




How should the design work?
35
36




Prototype
37




Flow
Steps
Information architecture
Interaction
38




Minimize design risks,
experiment with ideas
39




Low fidelity
Paper and pencil drawings
Wireframes
40




High fidelity
Comps
Real data
Realistic look
Realistic interaction
41



Iterate
(rapidly)
42




Experimenting = options, refinements
43




Engage the team in design,
    shorten time to market
44




RITE
Rapid
Iterative
Testing
Evaluation
45




BobAdvisor
46



    BobStar*

                                                      BobStar

                                                         As part of our ongoing commitment to provide first class
                                                         performance reporting for our most valuable clients, we
                                                         have enhanced our Quarterly Performance Statements for
                                                         our managed accounts and enrolled full service accounts.
                                                         The enhancements, which include a new design and
                                                         expanded content will e introduced to our clients with their
                                                         4th quarter 2009 Quarterly Performance Statements this
                                                         january 2010.        Read more



                                                         Learn more




- Quick Market Update: Two charts, one table, and a
bullet point
- Quarterly conference to be held on March 30
- 140 BobStar* mutual funds to be removed 3/14
- Order BobStar* CSA accepted                                                                  BobStar*
47



Compare
designs
Tough questions
Contentious decisions




* Must be radically different

                                http://www.flickr.com/photos/8666121@N02/2405646718
48



Test
in context
49




Insights beyond the lab
50




    Environmental factors
Holistic view of task goals
51




Go to users
Narrow scope
Narrow task
User-documented data
Informal or formal
52




Does it do what we want it to do?
53
54



Follow up
on previous releases   BTO
55




Error rates
Hard-to-solve problems
Remedies for next release
56




Start somewhere
57



Classic
usability test
Holistic and
summative
OR
Examine localized
problems
58



Compare
to benchmarks
59




Compare, contrast quantitative data
60




Measure improvement
61



Classic
usability test
Against benchmarks
Defining benchmarks
Summative
62



Verify
and validate
63




Quantitative data about
success measures
64




Ensure goals are being met
             Set priorities
65



Classic
usability test
End-to-end
Refining tasks
How usable is the design
66



    BobStar*

                                                      BobStar

                                                         As part of our ongoing commitment to provide first class
                                                         performance reporting for our most valuable clients, we
                                                         have enhanced our Quarterly Performance Statements for
                                                         our managed accounts and enrolled full service accounts.
                                                         The enhancements, which include a new design and
                                                         expanded content will e introduced to our clients with their
                                                         4th quarter 2009 Quarterly Performance Statements this
                                                         january 2010.        Read more



                                                         Learn more




- Quick Market Update: Two charts, one table, and a
bullet point
- Quarterly conference to be held on March 30
- 140 BobStar* mutual funds to be removed 3/14
- Order BobStar* CSA accepted                                                                  BobStar*
67

Logo Division name
     Text




                     Duane Chisnell shares his
                     thoughts on investment
                     management and trust.
68




What to do when
69




How do
you fit user
research
into the
process?
70



There are
simple
things you
can do to
inform
design
decisions
71




Observe
and listen
to users
through
3 key
questions
72




Take-aways
What should the design do?
       observe and listen to users
       test value
       proof the concept
       set benchmarks and goals

How should it work?
       prototype and iterate design
       test in context

Does it do what we want it to do?
       compare to benchmarks
       validate against usability goals
73




Where to learn more


    Dana’s blog: http://
    usabilitytestinghowto.blogspot.com/

    Download templates, examples, and
    links to other resources from
    www.wiley.com/go/usabilitytesting
74




Me


     Dana Chisnell
     dana@usabilityworks.net

     www.usabilityworks.net
     415.519.1148

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