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Gavin
Fung
Make Remote Research Matter:
Effectively Tune-In to Unmoderated
Remote Testing
Experience
Gavin Fung
6 years of UX research experience ranging from agencies, startups, to big enterprises.
Why?
Timeline = 5-6 weeks (depends on the type of the research project*)
Research / Usability Timeline
Timeline = 5-6 weeks (depends on the type of the research project*)
Research / Usability Timeline
Timeline = 5-6 weeks (depends on the type of the research project*)
Research / Usability Timeline
Timeline = 5-6 weeks (depends on the type of the research project*)
Research / Usability Timeline
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
• Slow to set up
• Run 1 every 6 weeks
• 3 weeks of work contingent on UXR
3 issues
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
• Fast to setup
• Run frequently
• Save us time conducting and data
analyzing
Opportunities
Unmoderated Remote Testing
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
If it has a link, it will work
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Validately setup
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Validately setup
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Validately setup
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Validately setup
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Validately setup
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Validately setup
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Data
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Data
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
• Fast to setup
• Run frequently
• Save us time conducting and data
analyzing
Flexible
Can use any prototype with a link,
participants can take it any time, and also
incredibly easy to postpone / push
ahead.
Can do more frequently
Can basically do it anytime with smaller
test, can do it any time, even on the
weekend (while you relax)
Saves time
Less time to do report, don’t have to
moderate the testing
Opportunities
confidential | ©2017 Sabre GLBL Inc. All rights reserved. 22
Moderated Testing
• Generative think out loud scenario
• Need a lot of details
• End-to-end flows
• 45+ minutes
• “What else can work?”
Remote Testing
• Simple or straight forward tasks
• Quick feedback
• Piecemeal-able features
• ± 15 minutes test
• “Does it work or not?”
An opportunity
arrived!
The UX team planned,
executed and delivered a
usability test in
2 days instead of 6 weeks.
How?
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Time to haul…
Thursday afternoon: Mental breakdown and requirements gathering.
Friday morning: Designer concepted, Gavin provided half-hearted suggestions.
Friday afternoon: UX, dev and product meet for design feedback and feasibility.
Friday almost end of day: Designer created prototype; Gavin created test plans
and questions.
Friday 6pm: Study was launched.
Saturday – Sunday: Chilled / waited for response to come in.
Monday morning: Gavin analyzed data.
Monday 11am~: Findings and recommendation shared with team. Dev started
coding.
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Kudos
Dana Walter
UX Design Director
Good quality Research
Good flows, questions and mockups
Intentional
Deliberate research
-
Research = Collaboration
Stakeholder buy-in
-
High Quality Research
High Quality Research
Strength of unmoderated remote testing =
evaluative research
• To effectively evaluate your design, you need 3 things:
1. Realistic setup / scenario
2. Good questions
3. Good mockups
Realistic scenario
Since there isn’t a moderator to guide users, the
mockup flow and tasks has to be specific and
realistic
• Realistic flow means the scenario should make sense
without moderator’s explanation.
• Ex. “You are booking a hotel room for 2 adults. You
want to check-in on Aug 1st and check-out on Aug
5th.”
Good Questions
To evaluate your designs you must ask good and
specific questions.
A few types of questions that is well suited for
remote testing:
• Complete a task prompt
• Example: ‘Add the cheapest blue dress shirt in
medium to your cart.’
• Be careful about hand holding participants to do the
task you want them to perform.
• Find an answer
• Example: ‘What is the total cost of your cart?’
• User rating
• Example: On a scale of 1 (very difficult )-5 (very easy)
how would you rate the shopping experience?
Protip: Break out long tasks into multiple short ones in
order to prevent participants from getting lost.
Good Mockups
Your designs cannot be janky. Aim for user ready.
• This means:
• Minimal place holder text/picture
• Proper alignments
• All necessary interaction should work as well as your
prototyping software allows.
Remember, there is no moderator. You cannot ’explain
away’ wonky interactions.
Collaborative Research
Collaborative Research
Use unmoderated remote research as a tool to
foster collaboration across teams, local or
remotely.
• Work with product, UX and devs to buy in on the goal of
the test.
• Use this as an opportunity to ensure good flows,
questions and mockups by working with designers.
• Get product and dev involved by asking for their input
and to pilot your test.
Get Buy ins
Talk to your stakeholder about the goals and
objective. Give them a reason to care.
Flows, Questions,
mocksAfter getting buy in, designer and researcher work
together to create the best flows, questions and
mockups.
• Designer works on the prototype while researcher works
on the test script and gets the test environment setup.
• Designer and research get together and adjust their
respective parts to better meet the goals and objective.
Pilot testing
Send the preview link to all stakeholders and ask
for feedback.
• This serves as pilot tests to ensure everything works as
intended
• Allow stakeholders to give final inputs and tweaks to the
test.
UXD
UXRProd
Dev
Figure out
and agree
on objective
of test
UXD
UXRProd
Dev
Figure out
and agree
on objective
of test
UXD
UXR
UXD
UXRProd
Dev
Figure out
and agree
on objective
of test
UXD
UXR
UXD
UXRProd
Dev
Figure out
and agree
on objective
of test
Prod
Dev
Review test
Intentional Research
Just in time research vs Research
StrategyJust in time research
“Customer is complaining their site
isn’t converting well. Fix it, UX!”
“We need to test a new feature we
just designed before the next
release.”
“No one is using our cool new
feature, can you see what is wrong
with it?”
Just in time research vs Research
StrategyJust in time research
“Customer is complaining their site
isn’t converting well. Fix it, UX!”
“We need to test a new feature we
just designed before the next
release.”
“No one is using our cool new
feature, can you see what is wrong
with it?”
Research Strategy
“Let’s see what the problem is and
explore potential solutions.
Then we should quickly evaluate
these potential solutions to
determine which one is the best.
Evaluate our best concept within the
entire flow of the site.”
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Product features we wanted to test in 2
months:
• Icons for Rate and Amenities
• Calendar Promo/Rate/Group/Room Codes
• Partial Points/Cash loyalty
• Multi-room Booking and Payment
• Profile Preferences and Requests
Why we had to test this:
• Complex feature
• Affected a crucial part of the flow
• New behavior and interactions
• Urgent
Intentional Research
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Product features we wanted to test in 2
months:
• Icons for Rate and Amenities
• Calendar Promo/Rate/Group/Room Codes
• Partial Points/Cash loyalty
• Multi-room Booking and Payment
• Profile Preferences and Requests
Intentional Research
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Product features we wanted to test in 2
months:
• Icons for Rate and Amenities
• Calendar Promo/Rate/Group/Room Codes
• Partial Points/Cash loyalty
• Multi-room Booking and Payment
• Profile Preferences and Requests
Intentional Research
Moderated usability test
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Snapshot of Features Released
• Total Price
• Bed Types and Options
• Filter Bar Updates
• Sort by Price
• Icons/Room Amenities
• Profile Requests/Room Requests
• Loyalty Partial Points/Cash
• Multi-Room UI
• Show Rates assigned to IATA
• Calendar with promo/group/room/rate codes
• BE Designer JSON file upload
Green = Features
tested
In 2019, using unmoderated remote
testing and in-person usability sessions
allowed us to test almost
75% of the product’s
features.
Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
Good quality Research
Good flows, questions and mockups
Intentional
Deliberate research
Research = Collaboration
Stakeholder buy-in
Thank
You!
www.gavinyfung.com
gavinyfung@gmail.com
www.linkedin.com/in/gavinyfung

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Remote research uxpa talk

  • 1. Gavin Fung Make Remote Research Matter: Effectively Tune-In to Unmoderated Remote Testing
  • 2. Experience Gavin Fung 6 years of UX research experience ranging from agencies, startups, to big enterprises.
  • 4. Timeline = 5-6 weeks (depends on the type of the research project*) Research / Usability Timeline
  • 5. Timeline = 5-6 weeks (depends on the type of the research project*) Research / Usability Timeline
  • 6. Timeline = 5-6 weeks (depends on the type of the research project*) Research / Usability Timeline
  • 7. Timeline = 5-6 weeks (depends on the type of the research project*) Research / Usability Timeline
  • 8. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] • Slow to set up • Run 1 every 6 weeks • 3 weeks of work contingent on UXR 3 issues
  • 9. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] • Fast to setup • Run frequently • Save us time conducting and data analyzing Opportunities
  • 11. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
  • 12. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] If it has a link, it will work
  • 13. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Validately setup
  • 14. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Validately setup
  • 15. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Validately setup
  • 16. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Validately setup
  • 17. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Validately setup
  • 18. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Validately setup
  • 19. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Data
  • 20. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Data
  • 21. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] • Fast to setup • Run frequently • Save us time conducting and data analyzing Flexible Can use any prototype with a link, participants can take it any time, and also incredibly easy to postpone / push ahead. Can do more frequently Can basically do it anytime with smaller test, can do it any time, even on the weekend (while you relax) Saves time Less time to do report, don’t have to moderate the testing Opportunities
  • 22. confidential | ©2017 Sabre GLBL Inc. All rights reserved. 22 Moderated Testing • Generative think out loud scenario • Need a lot of details • End-to-end flows • 45+ minutes • “What else can work?” Remote Testing • Simple or straight forward tasks • Quick feedback • Piecemeal-able features • ± 15 minutes test • “Does it work or not?”
  • 24. The UX team planned, executed and delivered a usability test in 2 days instead of 6 weeks.
  • 25. How?
  • 26. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Time to haul… Thursday afternoon: Mental breakdown and requirements gathering. Friday morning: Designer concepted, Gavin provided half-hearted suggestions. Friday afternoon: UX, dev and product meet for design feedback and feasibility. Friday almost end of day: Designer created prototype; Gavin created test plans and questions. Friday 6pm: Study was launched. Saturday – Sunday: Chilled / waited for response to come in. Monday morning: Gavin analyzed data. Monday 11am~: Findings and recommendation shared with team. Dev started coding.
  • 27.
  • 28.
  • 29. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Kudos Dana Walter UX Design Director
  • 30. Good quality Research Good flows, questions and mockups Intentional Deliberate research - Research = Collaboration Stakeholder buy-in -
  • 32. High Quality Research Strength of unmoderated remote testing = evaluative research • To effectively evaluate your design, you need 3 things: 1. Realistic setup / scenario 2. Good questions 3. Good mockups
  • 33. Realistic scenario Since there isn’t a moderator to guide users, the mockup flow and tasks has to be specific and realistic • Realistic flow means the scenario should make sense without moderator’s explanation. • Ex. “You are booking a hotel room for 2 adults. You want to check-in on Aug 1st and check-out on Aug 5th.”
  • 34. Good Questions To evaluate your designs you must ask good and specific questions. A few types of questions that is well suited for remote testing: • Complete a task prompt • Example: ‘Add the cheapest blue dress shirt in medium to your cart.’ • Be careful about hand holding participants to do the task you want them to perform. • Find an answer • Example: ‘What is the total cost of your cart?’ • User rating • Example: On a scale of 1 (very difficult )-5 (very easy) how would you rate the shopping experience? Protip: Break out long tasks into multiple short ones in order to prevent participants from getting lost.
  • 35. Good Mockups Your designs cannot be janky. Aim for user ready. • This means: • Minimal place holder text/picture • Proper alignments • All necessary interaction should work as well as your prototyping software allows. Remember, there is no moderator. You cannot ’explain away’ wonky interactions.
  • 37. Collaborative Research Use unmoderated remote research as a tool to foster collaboration across teams, local or remotely. • Work with product, UX and devs to buy in on the goal of the test. • Use this as an opportunity to ensure good flows, questions and mockups by working with designers. • Get product and dev involved by asking for their input and to pilot your test.
  • 38. Get Buy ins Talk to your stakeholder about the goals and objective. Give them a reason to care.
  • 39. Flows, Questions, mocksAfter getting buy in, designer and researcher work together to create the best flows, questions and mockups. • Designer works on the prototype while researcher works on the test script and gets the test environment setup. • Designer and research get together and adjust their respective parts to better meet the goals and objective.
  • 40. Pilot testing Send the preview link to all stakeholders and ask for feedback. • This serves as pilot tests to ensure everything works as intended • Allow stakeholders to give final inputs and tweaks to the test.
  • 44. UXD UXR UXD UXRProd Dev Figure out and agree on objective of test Prod Dev Review test
  • 46. Just in time research vs Research StrategyJust in time research “Customer is complaining their site isn’t converting well. Fix it, UX!” “We need to test a new feature we just designed before the next release.” “No one is using our cool new feature, can you see what is wrong with it?”
  • 47. Just in time research vs Research StrategyJust in time research “Customer is complaining their site isn’t converting well. Fix it, UX!” “We need to test a new feature we just designed before the next release.” “No one is using our cool new feature, can you see what is wrong with it?” Research Strategy “Let’s see what the problem is and explore potential solutions. Then we should quickly evaluate these potential solutions to determine which one is the best. Evaluate our best concept within the entire flow of the site.”
  • 48. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Product features we wanted to test in 2 months: • Icons for Rate and Amenities • Calendar Promo/Rate/Group/Room Codes • Partial Points/Cash loyalty • Multi-room Booking and Payment • Profile Preferences and Requests Why we had to test this: • Complex feature • Affected a crucial part of the flow • New behavior and interactions • Urgent Intentional Research
  • 49. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Product features we wanted to test in 2 months: • Icons for Rate and Amenities • Calendar Promo/Rate/Group/Room Codes • Partial Points/Cash loyalty • Multi-room Booking and Payment • Profile Preferences and Requests Intentional Research
  • 50. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Product features we wanted to test in 2 months: • Icons for Rate and Amenities • Calendar Promo/Rate/Group/Room Codes • Partial Points/Cash loyalty • Multi-room Booking and Payment • Profile Preferences and Requests Intentional Research Moderated usability test
  • 51. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name] Snapshot of Features Released • Total Price • Bed Types and Options • Filter Bar Updates • Sort by Price • Icons/Room Amenities • Profile Requests/Room Requests • Loyalty Partial Points/Cash • Multi-Room UI • Show Rates assigned to IATA • Calendar with promo/group/room/rate codes • BE Designer JSON file upload Green = Features tested
  • 52. In 2019, using unmoderated remote testing and in-person usability sessions allowed us to test almost 75% of the product’s features.
  • 53. Wireframe / Product NameWireframe / Product Name[Deliverable Type] / [Product Name]
  • 54. Good quality Research Good flows, questions and mockups Intentional Deliberate research Research = Collaboration Stakeholder buy-in

Hinweis der Redaktion

  1. How many of you know what Unmoderated Remote Testing is?
  2. Story -> parking lot -> crying -> laid off -> Why? Why am I so emotional about losing a job? => my purpose is to do work that matters. My next job, my work will matter.
  3. Note:  Callouts should use non spark colors to stand out from the design.
  4. Note:  Callouts should use non spark colors to stand out from the design.
  5. How to transition into this?
  6. Note:  Callouts should use non spark colors to stand out from the design.
  7. Note:  Callouts should use non spark colors to stand out from the design.
  8. Note:  Callouts should use non spark colors to stand out from the design.
  9. Note:  Callouts should use non spark colors to stand out from the design.
  10. Note:  Callouts should use non spark colors to stand out from the design.
  11. Note:  Callouts should use non spark colors to stand out from the design.
  12. Note:  Callouts should use non spark colors to stand out from the design.
  13. Note:  Callouts should use non spark colors to stand out from the design.
  14. Note:  Callouts should use non spark colors to stand out from the design.
  15. Note:  Callouts should use non spark colors to stand out from the design.
  16. Am I saying that remote testing is end all be all? No.
  17. Note:  Callouts should use non spark colors to stand out from the design.
  18. How to transition into this?
  19. As a result...(say word for word)
  20. How to transition into this?
  21. Great success! 
  22. Great success! 
  23. How to transition into this?
  24. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  25. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  26. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  27. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  28. How to transition into this?
  29. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  30. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  31. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  32. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  33. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  34. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  35. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  36. The foundation of having an impact with your research is to make sure you know how to do good research and know what method is best for your project. You dont have to be perfect, but you need to have the confidence to carry out a plan and justify it. However, that doesn't mean you shouldn't be flexible. Your adjustment should still keep the same research integrity. Be deliberate on your research method and execution
  37. How to transition into this?
  38. A lot of researcher falls into the trap of assembly line research, they just do as they are told and nothing more. You need to take your research and provide direction to whats next. Having a research plan will allow you to do research with intent that will provide direction. However, that isn't to say that you should never do research when its not part of the plan. Things changes and you must be strategically flexible.
  39. A lot of researcher falls into the trap of assembly line research, they just do as they are told and nothing more. You need to take your research and provide direction to whats next. Having a research plan will allow you to do research with intent that will provide direction. However, that isn't to say that you should never do research when its not part of the plan. Things changes and you must be strategically flexible.
  40. - show the couple of features we did on validately, show the others in usability  - Because we did remote testing on the last feature, it opened up a little bit more time for us  Instead of cramming lots of features in one-usability session - we realized we could focus on the next couple of features (to get better quality test) with more in-depth feedback We used validately to give us more time to focus on in-person usability session
  41. Again, the right tool for the right job…
  42. Again, the right tool for the right job…
  43. Note:  Callouts should use non spark colors to stand out from the design.
  44. As a result...(say word for word)
  45. Note:  Callouts should use non spark colors to stand out from the design.