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MITRE Study 2007



                             A Multi-Method Study at MITRE
                             UPA Boston Mini-Conference
                             28 May 2008
                             Bryn Dews
                             Marsha Nunes



                                                           © 2001 The MITRE Corporation. All rights reserved.




                                                                                                                2
         MITRE Background

    Three Federally Funded R&D Centers (FFRDCs)


     – Air Force (Defense and Intelligence)
     – FAA (Aviation System Development)
     – IRS (Enterprise Modernization)
    Engineering environment


    Lots of disciplines/specialties on sponsor projects


    Heavy focus on System Engineering Lifecycle

    model(s)




                                   © 2003 The MITRE Corporation. All rights reserved.




         My Background: BA  HCI
                                                                                                                3




    Hired as Business Analyst (Compensation &

    Benefits) after 9+ years as BA/Manager for HR in
    Banking
    Team Lead on PeopleSoft Implementation


    HRIT Manager


    Team Lead for PeopleSoft in IT


    Web Applications Project/Team Lead


    Re-org opportunity to raise awareness for HCI


    2003 – Team official – UCD Team Lead


     – 2004 – add to staff
     – 2005 – another add to staff

                                   © 2003 The MITRE Corporation. All rights reserved.




                                                                                                                    1
4
         Purpose of 2007 MITRE Study
    Investigate and observe how MITRE employees

    use Intranet and other Corporate IT tools and
    software
    Focus Areas:


     – Workspace and desktop setup
     – Finding information
     – Corporate Portal
     – Phonebook
     – Microsoft Outlook (email management)
     – Awareness
    Follow-on to Summer 2006 field study




                                © 2003 The MITRE Corporation. All rights reserved.




                                                                                     5
         Methodology

                   Observations
                      (n=6)


                  Interviews (n=36)


             Survey (n = 537/1260)


                                © 2003 The MITRE Corporation. All rights reserved.




                                                                                     6
         Our Process: Overview

    Create Project Plan


    Hire Intern


    IT stakeholder interviews (to narrow study

    focus)
    Structure study parts


    Collect data


    Summarize data


    Present data to stakeholders and larger IT

    community
                                © 2003 The MITRE Corporation. All rights reserved.




                                                                                         2
7
         Stakeholder Interviews

    Development organizations


    Top-Down interviews/meetings


    Straw-man study outline


    – Prior year study as starting point
    – New ideas from usability testing




                                  © 2003 The MITRE Corporation. All rights reserved.




                                                                                       8
         Structure Study Parts

    Interviews first


    – Environment questions/observations
    – Structured tasks
    – Features used
    – Catalog of applications
    Observations next


    Survey third


    – Short and sweet
    – Closed questions (corresponding to interviews)


                                  © 2003 The MITRE Corporation. All rights reserved.




                                                                                       9
         Collect Data

    Interviews – Whole UCD Team


    – Cross section (geographic, job level, job type,
      organization)
    – Template for notes
    – Common terminology
    – One hour format… loosely followed
    Observations – three staff


    Survey – reviewed by whole team


    – Sr. Mgt. added open response question



                                  © 2003 The MITRE Corporation. All rights reserved.




                                                                                           3
10
            Analyze/Summarize Data

    Intern dissected quantitative responses in

    interviews; put in tables; graphed
    Team highlighted qualitative points in

    interview/observation transcripts, created sticky-
    notes
    Affinity diagramming of notes for qualitative data


    Survey Pro used to analyze survey data


    Manual analysis of survey open response data


    Project and Team Leads reviewed/fine-tuned final

    report



                                         © 2003 The MITRE Corporation. All rights reserved.




                                                                                              11
            Read Out Study Results

    Stakeholder organizations


     – Sr. Management early
     – Some came asking for it!
     – Development organizations
     – Loop back to other organizations, Chief
       Engineers
    COI sharing


    Mostly small groups -> very interactive





                                         © 2003 The MITRE Corporation. All rights reserved.




                                                                                              12
            Lessons Learned
     4 hour observations are tough sell


      – Try more, shorter sessions next year
            Smaller window = less data
        

            Easier to schedule
        

            Less tedious/invasive
        

     Multiple facilitators make it harder to pick up on

     trends across all sessions.
      – Try more frequent team updates
      – Review session notes as they’re written
            Analyzing qualitative data in crunch always daunting!
        




                                         © 2003 The MITRE Corporation. All rights reserved.




                                                                                                   4
13
           More Lessons Learned
    Affinity Diagram


     – Worked well for analyzing qualitative data
     But…
    – Multiple people reading notes, adding to diagram
      led to duplication
           Streamlined process by reading and highlighting same
       

           printouts
     – Consistent session number labels would make it
       easier to backtrack
     – Good handwriting helps 
    Overall well worth effort in terms of data collected

    and outreach to MITRE community!

                                       © 2003 The MITRE Corporation. All rights reserved.




                                                                                            14




                       Backup Slides




                                       © 2003 The MITRE Corporation. All rights reserved.




                                                                                            15
           Excerpts of Interview Checklist

PHYSICAL WORKSPACE
 What MITRE handouts & Giveaways are in/on their
  workspace (PECE Cube, mugs)?
 Approx. monitor size & # of monitors?

 Screen Resolution?

 Any Assistive Technologies?

 Is SecurId present?

 For Sites, any noticeable work environment
  differences?




                                       © 2003 The MITRE Corporation. All rights reserved.




                                                                                                 5
16
         Excerpts of Interview Checklist

OUTLOOK
 Are they using Tasks/Contacts and/or Notes?

 How many emails are in their inbox?

 How many email folders do they have?

 Are they using Rules to manage their email?

 Are they using flags to manage their email?




                                  © 2003 The MITRE Corporation. All rights reserved.




                                                                                       17
         Excerpts of Interview Catalog

FOR EACH SHOW A SCREEN SHOT OF THE APPLICATION                                    OR
    COLLECTION AND ASK:
    How often do you use it?


    Why?


    How you get to it?


    How did you learn about it?




NOTE: applications/sites included were pilots,
  new/recently rolled/updated or additional features
  in heavily used applications



                                  © 2003 The MITRE Corporation. All rights reserved.




                                                                                       18
         Excerpt of Observation Checklist

Desktop                     Browser
Monitor Size?               Windows maximized?
Screen Resolution?          Open/Close new
                            browser windows?
Windows maximized?          Reuse browser
                            window? # of windows?
Number of apps open? Use Tabs? # of tabs?
Number of desktop           Bookmarks? #?
shortcuts?                  Organization?

                                  © 2003 The MITRE Corporation. All rights reserved.




                                                                                            6
19
Survey Design

    20 Questions (no kidding!)


    Frequency of use (scale)


    Ease of use (scale)


    Appeal (scale)


    Ever use (yes/no)


    Which do you use (checkboxes)


    Write in three improvements (short

    answer)
    Any other suggestions (long response)





                         © 2003 The MITRE Corporation. All rights reserved.




                                                                                   7

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Mini-UPA Boston MITRE multi-method Study

  • 1. MITRE Study 2007 A Multi-Method Study at MITRE UPA Boston Mini-Conference 28 May 2008 Bryn Dews Marsha Nunes © 2001 The MITRE Corporation. All rights reserved. 2 MITRE Background Three Federally Funded R&D Centers (FFRDCs)  – Air Force (Defense and Intelligence) – FAA (Aviation System Development) – IRS (Enterprise Modernization) Engineering environment  Lots of disciplines/specialties on sponsor projects  Heavy focus on System Engineering Lifecycle  model(s) © 2003 The MITRE Corporation. All rights reserved. My Background: BA  HCI 3 Hired as Business Analyst (Compensation &  Benefits) after 9+ years as BA/Manager for HR in Banking Team Lead on PeopleSoft Implementation  HRIT Manager  Team Lead for PeopleSoft in IT  Web Applications Project/Team Lead  Re-org opportunity to raise awareness for HCI  2003 – Team official – UCD Team Lead  – 2004 – add to staff – 2005 – another add to staff © 2003 The MITRE Corporation. All rights reserved. 1
  • 2. 4 Purpose of 2007 MITRE Study Investigate and observe how MITRE employees  use Intranet and other Corporate IT tools and software Focus Areas:  – Workspace and desktop setup – Finding information – Corporate Portal – Phonebook – Microsoft Outlook (email management) – Awareness Follow-on to Summer 2006 field study  © 2003 The MITRE Corporation. All rights reserved. 5 Methodology Observations (n=6) Interviews (n=36) Survey (n = 537/1260) © 2003 The MITRE Corporation. All rights reserved. 6 Our Process: Overview Create Project Plan  Hire Intern  IT stakeholder interviews (to narrow study  focus) Structure study parts  Collect data  Summarize data  Present data to stakeholders and larger IT  community © 2003 The MITRE Corporation. All rights reserved. 2
  • 3. 7 Stakeholder Interviews Development organizations  Top-Down interviews/meetings  Straw-man study outline  – Prior year study as starting point – New ideas from usability testing © 2003 The MITRE Corporation. All rights reserved. 8 Structure Study Parts Interviews first  – Environment questions/observations – Structured tasks – Features used – Catalog of applications Observations next  Survey third  – Short and sweet – Closed questions (corresponding to interviews) © 2003 The MITRE Corporation. All rights reserved. 9 Collect Data Interviews – Whole UCD Team  – Cross section (geographic, job level, job type, organization) – Template for notes – Common terminology – One hour format… loosely followed Observations – three staff  Survey – reviewed by whole team  – Sr. Mgt. added open response question © 2003 The MITRE Corporation. All rights reserved. 3
  • 4. 10 Analyze/Summarize Data Intern dissected quantitative responses in  interviews; put in tables; graphed Team highlighted qualitative points in  interview/observation transcripts, created sticky- notes Affinity diagramming of notes for qualitative data  Survey Pro used to analyze survey data  Manual analysis of survey open response data  Project and Team Leads reviewed/fine-tuned final  report © 2003 The MITRE Corporation. All rights reserved. 11 Read Out Study Results Stakeholder organizations  – Sr. Management early – Some came asking for it! – Development organizations – Loop back to other organizations, Chief Engineers COI sharing  Mostly small groups -> very interactive  © 2003 The MITRE Corporation. All rights reserved. 12 Lessons Learned 4 hour observations are tough sell  – Try more, shorter sessions next year Smaller window = less data  Easier to schedule  Less tedious/invasive  Multiple facilitators make it harder to pick up on  trends across all sessions. – Try more frequent team updates – Review session notes as they’re written Analyzing qualitative data in crunch always daunting!  © 2003 The MITRE Corporation. All rights reserved. 4
  • 5. 13 More Lessons Learned Affinity Diagram  – Worked well for analyzing qualitative data But… – Multiple people reading notes, adding to diagram led to duplication Streamlined process by reading and highlighting same  printouts – Consistent session number labels would make it easier to backtrack – Good handwriting helps  Overall well worth effort in terms of data collected  and outreach to MITRE community! © 2003 The MITRE Corporation. All rights reserved. 14 Backup Slides © 2003 The MITRE Corporation. All rights reserved. 15 Excerpts of Interview Checklist PHYSICAL WORKSPACE  What MITRE handouts & Giveaways are in/on their workspace (PECE Cube, mugs)?  Approx. monitor size & # of monitors?  Screen Resolution?  Any Assistive Technologies?  Is SecurId present?  For Sites, any noticeable work environment differences? © 2003 The MITRE Corporation. All rights reserved. 5
  • 6. 16 Excerpts of Interview Checklist OUTLOOK  Are they using Tasks/Contacts and/or Notes?  How many emails are in their inbox?  How many email folders do they have?  Are they using Rules to manage their email?  Are they using flags to manage their email? © 2003 The MITRE Corporation. All rights reserved. 17 Excerpts of Interview Catalog FOR EACH SHOW A SCREEN SHOT OF THE APPLICATION OR COLLECTION AND ASK: How often do you use it?  Why?  How you get to it?  How did you learn about it?  NOTE: applications/sites included were pilots, new/recently rolled/updated or additional features in heavily used applications © 2003 The MITRE Corporation. All rights reserved. 18 Excerpt of Observation Checklist Desktop Browser Monitor Size? Windows maximized? Screen Resolution? Open/Close new browser windows? Windows maximized? Reuse browser window? # of windows? Number of apps open? Use Tabs? # of tabs? Number of desktop Bookmarks? #? shortcuts? Organization? © 2003 The MITRE Corporation. All rights reserved. 6
  • 7. 19 Survey Design 20 Questions (no kidding!)  Frequency of use (scale)  Ease of use (scale)  Appeal (scale)  Ever use (yes/no)  Which do you use (checkboxes)  Write in three improvements (short  answer) Any other suggestions (long response)  © 2003 The MITRE Corporation. All rights reserved. 7