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Understanding the Value of User Research,
 Usability Testing, & Information Architecture




Kyle Soucy, Founding Principal
Usable Interface                     www.usableinterface.com
The Ockham's Razor Principle of
 Content Management Systems

  โ€œGiven two functionally equivalent content
  management systems, the simplest one should
  be selected.โ€


                             - Dries Buytaert
  Original creator and project lead of Drupal
Are YOU responsible
      for this?
Donโ€™t believe me?
  Ask them!
Donโ€™t assume that people
think the way that you do.
If you donโ€™t care
about people, you canโ€™t
create a
usable
product!
When people interact
with a product theyโ€™re
interacting
with YOU.
Why Usability is
       Important?
โ€ข Nowadays, itโ€™s survival of the easiest!
โ€ข Reduced support costs
โ€ข Canโ€™t afford to NOT get it right the FIRST
  time.
โ€ข Higher revenues through increased sales
Common Usability
      Problems
โ€ข Lack of objective (no clear call to action)
โ€ข Vague/misleading labels and navigation
โ€ข Poor functionality (broken links, scripting
  errors, etc.)
โ€ข Too many features...
Source: Human Factors International, Inc.
How do we prevent this?
User-Centered Design
         (UCD)
"Human-centered design is characterized by: the
active involvement of users and a clear
understanding of user and task requirements; an
appropriate allocation of function between users
and technology; the iteration of design solutions;
multi-disciplinary design." - ISO 13407
Usability
"[Usability refers to] the extent to which a
product can be used by speci๏ฌed users to
achieve speci๏ฌed goals with effectiveness,
ef๏ฌciency and satisfaction in a speci๏ฌed
context of user." - ISO 9241-11
Usability Methods
   User Research         Focus Groups


Heuristic Evaluations   Log File Analysis


      Surveys             Eye Tracking


    Card Sorting        Usability Testing
User Research
User Research is NOT
  Market Research
Qualitative vs.
Quantitative Research
Why canโ€™t I
just use a focus
    group?
Purpose of User Research
    Making sure the product provides
   what the customer needs and wants.

           Quality Assurance
       โœ“   Does the the feature work?

           Usability Testing
       โœ“   Can it be used easily?

           User Research
       โœ“   Is the feature even needed?
Value of User Research
Making sure all your resources are being used effectively.


    RESOURCES:          INVESTMENT:       OUTCOME:
    Design                                Confidence that
    Engineering
                                          you are building a
                                          product that is
    Marketing/Sales
                                          wanted, needed
    Support                               and will be used by
    Etc.                                  your customers.
User Research
  Methods

 โ€ข In-depth Interviews
 โ€ข Contextual Inquiries
 โ€ข Field Studies
 โ€ข Diary Studies
Personas




           Source:Viget Labs
Usability Testing
What is Usability Testing?
        Observing real customers
    as they actually use your product.




                                         Image source: facit digital
Usability Testing
   Process
 โ€ข   De๏ฌne what you are testing

 โ€ข   De๏ฌne who you are testing

 โ€ข   De๏ฌne the tasks you are testing

 โ€ข   Recruit users

 โ€ข   Prepare the prototypes

 โ€ข   Conduct dry-run

 โ€ข   Facilitate tests

 โ€ข   Conduct Analysis
Usability Labs




                 Source: Kent State University
Who should you test?

โ€ข Create a recruiting screener
โ€ข Include existing users as well as the people
  you are trying to target
โ€ข Make sure to cover all user groups
โ€ข Get buy-in from project stakeholders
How many users do
 you need to test?




                     Source: Jakob Nielsen
Budget Allocation
   What NOT to do...

      1 Round of Testing
Budget Allocation
          What you SHOULD do...


Round 1               Round 2               Round 3

           Design                Design
          Iteration             Iteration
Remote vs. In-Person
     Testing


         Vs.
When should you test?

The earlier,
the better...
Low vs. High-Fidelity
    Prototypes
UCD on a Small Budget

   โ€ข Donโ€™t record tests on video
   โ€ข Donโ€™t use a lab
   โ€ข Use surrogate users
   โ€ข Donโ€™t write reports
Real-Life Example


       Vs.
Information
Architecture
What is Information
   Architecture?
Organizing, labeling, and classifying content
      so it can be easily retrieved.




                                                Image source: facit digital
How to Create an
   Effective IA

You must understand:

       โ€ข Business Objectives
       โ€ข Content
       โ€ข User Objectives
       โ€ข Context of Use
IA Methods

โ€ข Card Sorting
โ€ข Free Listing
โ€ข Mental Models
โ€ข Af๏ฌnity Diagramming
โ€ข Search Log Analysis
Good Resources
  โ€ข Usability.gov
  โ€ข BoxesandArrows.com
  โ€ข UXmatters.com
  โ€ข UPAssoc.org
  โ€ข NNGroup.com
  โ€ข UIE.com
Summary

โ€ข First step to user-centered design is to
  realize your end users are not YOU
โ€ข Include your users in the design process
โ€ข Usability testing is not a validation test
โ€ข Testing earlier pays off more
Thank you!


www.usableinterface.com

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Understanding The Value Of User Research, Usability Testing, and Information Architecture

  • 1. Understanding the Value of User Research, Usability Testing, & Information Architecture Kyle Soucy, Founding Principal Usable Interface www.usableinterface.com
  • 2. The Ockham's Razor Principle of Content Management Systems โ€œGiven two functionally equivalent content management systems, the simplest one should be selected.โ€ - Dries Buytaert Original creator and project lead of Drupal
  • 5. Donโ€™t assume that people think the way that you do.
  • 6. If you donโ€™t care about people, you canโ€™t create a usable product!
  • 7. When people interact with a product theyโ€™re interacting with YOU.
  • 8. Why Usability is Important? โ€ข Nowadays, itโ€™s survival of the easiest! โ€ข Reduced support costs โ€ข Canโ€™t afford to NOT get it right the FIRST time. โ€ข Higher revenues through increased sales
  • 9. Common Usability Problems โ€ข Lack of objective (no clear call to action) โ€ข Vague/misleading labels and navigation โ€ข Poor functionality (broken links, scripting errors, etc.) โ€ข Too many features...
  • 10. Source: Human Factors International, Inc.
  • 11. How do we prevent this?
  • 12. User-Centered Design (UCD) "Human-centered design is characterized by: the active involvement of users and a clear understanding of user and task requirements; an appropriate allocation of function between users and technology; the iteration of design solutions; multi-disciplinary design." - ISO 13407
  • 13. Usability "[Usability refers to] the extent to which a product can be used by speci๏ฌed users to achieve speci๏ฌed goals with effectiveness, ef๏ฌciency and satisfaction in a speci๏ฌed context of user." - ISO 9241-11
  • 14. Usability Methods User Research Focus Groups Heuristic Evaluations Log File Analysis Surveys Eye Tracking Card Sorting Usability Testing
  • 16. User Research is NOT Market Research
  • 18. Why canโ€™t I just use a focus group?
  • 19. Purpose of User Research Making sure the product provides what the customer needs and wants. Quality Assurance โœ“ Does the the feature work? Usability Testing โœ“ Can it be used easily? User Research โœ“ Is the feature even needed?
  • 20. Value of User Research Making sure all your resources are being used effectively. RESOURCES: INVESTMENT: OUTCOME: Design Confidence that Engineering you are building a product that is Marketing/Sales wanted, needed Support and will be used by Etc. your customers.
  • 21. User Research Methods โ€ข In-depth Interviews โ€ข Contextual Inquiries โ€ข Field Studies โ€ข Diary Studies
  • 22. Personas Source:Viget Labs
  • 24. What is Usability Testing? Observing real customers as they actually use your product. Image source: facit digital
  • 25. Usability Testing Process โ€ข De๏ฌne what you are testing โ€ข De๏ฌne who you are testing โ€ข De๏ฌne the tasks you are testing โ€ข Recruit users โ€ข Prepare the prototypes โ€ข Conduct dry-run โ€ข Facilitate tests โ€ข Conduct Analysis
  • 26.
  • 27. Usability Labs Source: Kent State University
  • 28. Who should you test? โ€ข Create a recruiting screener โ€ข Include existing users as well as the people you are trying to target โ€ข Make sure to cover all user groups โ€ข Get buy-in from project stakeholders
  • 29. How many users do you need to test? Source: Jakob Nielsen
  • 30. Budget Allocation What NOT to do... 1 Round of Testing
  • 31. Budget Allocation What you SHOULD do... Round 1 Round 2 Round 3 Design Design Iteration Iteration
  • 32. Remote vs. In-Person Testing Vs.
  • 33. When should you test? The earlier, the better...
  • 34. Low vs. High-Fidelity Prototypes
  • 35. UCD on a Small Budget โ€ข Donโ€™t record tests on video โ€ข Donโ€™t use a lab โ€ข Use surrogate users โ€ข Donโ€™t write reports
  • 37.
  • 39. What is Information Architecture? Organizing, labeling, and classifying content so it can be easily retrieved. Image source: facit digital
  • 40. How to Create an Effective IA You must understand: โ€ข Business Objectives โ€ข Content โ€ข User Objectives โ€ข Context of Use
  • 41. IA Methods โ€ข Card Sorting โ€ข Free Listing โ€ข Mental Models โ€ข Af๏ฌnity Diagramming โ€ข Search Log Analysis
  • 42. Good Resources โ€ข Usability.gov โ€ข BoxesandArrows.com โ€ข UXmatters.com โ€ข UPAssoc.org โ€ข NNGroup.com โ€ข UIE.com
  • 43. Summary โ€ข First step to user-centered design is to realize your end users are not YOU โ€ข Include your users in the design process โ€ข Usability testing is not a validation test โ€ข Testing earlier pays off more