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Innovation & Growth
With Experimentation
March 2023
By Haley Carpenter | Founder
User research &
experimentation
Consulting, execution, & training
mychirpy.com
haley@mychirpy.com
512-200-3510
https://www.linkedin.com/in/haley-carpenter-490/
Haley Carpenter
Founder
Past: CXL/Speero, Optimizely, Hanapin (now Brainlabs)
Every business is looking for
innovation and growth.
That’s obvious.
Innovate
“make changes in something established, especially by
introducing new methods, ideas, or products”
Grow
“become larger or greater over a period of time;
increase”
Google Definitions
How does your team decide on
what changes to make?
We make educated
guesses.
Common answer.
“We think…”
“We feel…”
“We believe…”
“We think…”
“We feel…”
“We believe…”
How does your team determine
increases?
We’re not measuring anything…
we don’t know what to choose.
Common answer.
Our data is broken.
Common answer.
Maybe you’re getting lucky.
That’s not strategic winning.
Experimentation can be a
primary driver of both
innovation and growth.
That’s maybe not so obvious.
Experimentation…
● Eliminates
guesswork
● Validates decisions
● Minimizes bias
● Mitigates risk
Experimentation will lead you
to strategic winning.
Experimentation you say?
What is that?
“Digital experimentation is similar, if not identical,
to the scientific method.”
“Businesses attempt to answer a question by
establishing a hypothesis, testing the hypothesis
through experimentation and analyzing the
results.”
“…experimentation is ‘the reliable process of
delivering winning digital experiences without
guesswork or risk…”
Contentful Link
Image Source
50% of traffic 50% of traffic
How do we start an
experiment?
Precursor:
Make sure you have
enough data volume.
Pre-test calculations…
one of the most important
things you can do.
WATCH THIS
Step 1:
Get a data point →
Create a hypothesis
What’s a Data Point?
Where Do I Get One?
What’s a Data Point?
Where Do I Get One?
RESEARCH
Source
Research Experiments
Source
Source: Speero
Link
Research will lead you to
strategic winning, too .
Good starting point: analytics
(e.g., Google Analytics, Amplitude, Heap, Adobe Analytics, Mixpanel, etc.)
Example data point:
The dropout rate from the
cart to the checkout is 92%.
Ideal: data points from 2+
methodologies
Example data points:
The dropout rate from the cart to the
checkout is 92%.
Users don’t know about the free return
policy or money-back guarantee
policy.
Step 2:
Get a data point →
Create a hypothesis
“We know X. If we do A,
then B will happen because of C.”
Hypothesis Format
“We know X. If we do A,
then B will happen because of C.”
Research & data Change something
Increase result
We know the dropout rate from the cart to the
checkout is 92% and that users don’t know about the
free return policy or the money-back guarantee policy.
If we do A, then B will happen because of C.
Hypothesis Format
We know the dropout rate from the cart to the
checkout is 92% and that users don’t know about the
free return policy or the money-back guarantee
policy. If we add content about the free return policy
and money-back guarantee policy on the cart page,
then B will happen because of C.
Hypothesis Format
We know the dropout rate from the cart to the
checkout is 92% and that users don’t know about the
free return policy or the money-back guarantee
policy. If we add content about the free return policy
and money-back guarantee policy on the cart page,
then the dropout rate from the cart to the checkout
will decrease and transactions will increase because
of C.
Hypothesis Format
We know the dropout rate from the cart to the
checkout is 92% and that users don’t know about the
free return policy or the money-back guarantee
policy. If we add content about the free return policy
and money-back guarantee policy on the cart page,
then the dropout rate from the cart to the checkout
will decrease and transactions will increase because
friction will decrease due to users feeling there is less
risk to place an order.
Hypothesis Format
We know the dropout rate from the cart to the
checkout is 92% and that users don’t know about the
free return policy or the money-back guarantee
policy. If we add content about the free return policy
and money-back guarantee policy on the cart page,
then the dropout rate from the cart to the checkout
will decrease and transactions will increase because
friction will decrease due to users feeling there is less
risk to place an order.
Hypothesis
“We know X. If we do A,
then B will happen because of C.”
Guessing with little to no
accurate data involved
Change something
Unclear metrics and
broken data are common
????????
?
Step 3:
Get a data point →
Create a hypothesis →
Create a variation design
Design
Image Source
Dev > QA
Launch > Monitor
Conclude > Analyze
Step 4+:
Result: +61%
Action: Implement the variation
Insight for what’s next: Should we
make the policies more visible
elsewhere, too?
RUN ANOTHER TEST!
Source
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
“We know X. If we do A, then B will happen because of C.”
Test 1
Test 2
Test 3
Test 4
Test 5
Test 6
Test 7
Test 8
Test 9
Test 10
Test 11
Test 12
Test 13
Test 14
Test 15
Test 16
Test 17
Test 18
Test 19
Test 20
Test 21
Test 22
Test 23
Test 24
Test 25
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Result
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Insight
Wins
+
Learnings
Exp
Leaders
Product
Marketing
Other teams
A few final topics
Prioritization
Article Link
Roadmapping
Common Misconceptions
● We’ll hack it together and be okay
● You just need a testing tool and an
idea
● You don’t need developers
● Every business can test
● It’s too hard
● It’s easy
Recap
● You need to experiment if you have enough data volume.
(Check by running pre-test calculations.)
● Starting an experiment
Step 1: Get a data point to inform your test idea.
Step 2: Write a hypothesis. (e.g., If…then…because)
Step 3+: Roadmap & prioritize your initiatives.
● The more teams involved in experimentation the better.
● If you’re not experimenting and doing user research,
your competitors are ahead of you.
Innovation and growth with experimentation

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Innovation and growth with experimentation

  • 1. Innovation & Growth With Experimentation March 2023 By Haley Carpenter | Founder
  • 2. User research & experimentation Consulting, execution, & training mychirpy.com haley@mychirpy.com 512-200-3510 https://www.linkedin.com/in/haley-carpenter-490/ Haley Carpenter Founder Past: CXL/Speero, Optimizely, Hanapin (now Brainlabs)
  • 3. Every business is looking for innovation and growth. That’s obvious.
  • 4. Innovate “make changes in something established, especially by introducing new methods, ideas, or products” Grow “become larger or greater over a period of time; increase” Google Definitions
  • 5. How does your team decide on what changes to make?
  • 9. How does your team determine increases?
  • 10. We’re not measuring anything… we don’t know what to choose. Common answer.
  • 11. Our data is broken. Common answer.
  • 12. Maybe you’re getting lucky. That’s not strategic winning.
  • 13. Experimentation can be a primary driver of both innovation and growth. That’s maybe not so obvious.
  • 14. Experimentation… ● Eliminates guesswork ● Validates decisions ● Minimizes bias ● Mitigates risk
  • 15. Experimentation will lead you to strategic winning.
  • 17. “Digital experimentation is similar, if not identical, to the scientific method.” “Businesses attempt to answer a question by establishing a hypothesis, testing the hypothesis through experimentation and analyzing the results.” “…experimentation is ‘the reliable process of delivering winning digital experiences without guesswork or risk…” Contentful Link
  • 18. Image Source 50% of traffic 50% of traffic
  • 19. How do we start an experiment?
  • 20. Precursor: Make sure you have enough data volume.
  • 21. Pre-test calculations… one of the most important things you can do.
  • 23. Step 1: Get a data point → Create a hypothesis
  • 24. What’s a Data Point? Where Do I Get One?
  • 25. What’s a Data Point? Where Do I Get One? RESEARCH
  • 29. Research will lead you to strategic winning, too .
  • 30. Good starting point: analytics (e.g., Google Analytics, Amplitude, Heap, Adobe Analytics, Mixpanel, etc.)
  • 31. Example data point: The dropout rate from the cart to the checkout is 92%.
  • 32. Ideal: data points from 2+ methodologies
  • 33. Example data points: The dropout rate from the cart to the checkout is 92%. Users don’t know about the free return policy or money-back guarantee policy.
  • 34.
  • 35. Step 2: Get a data point → Create a hypothesis
  • 36. “We know X. If we do A, then B will happen because of C.” Hypothesis Format
  • 37. “We know X. If we do A, then B will happen because of C.” Research & data Change something Increase result
  • 38. We know the dropout rate from the cart to the checkout is 92% and that users don’t know about the free return policy or the money-back guarantee policy. If we do A, then B will happen because of C. Hypothesis Format
  • 39. We know the dropout rate from the cart to the checkout is 92% and that users don’t know about the free return policy or the money-back guarantee policy. If we add content about the free return policy and money-back guarantee policy on the cart page, then B will happen because of C. Hypothesis Format
  • 40. We know the dropout rate from the cart to the checkout is 92% and that users don’t know about the free return policy or the money-back guarantee policy. If we add content about the free return policy and money-back guarantee policy on the cart page, then the dropout rate from the cart to the checkout will decrease and transactions will increase because of C. Hypothesis Format
  • 41. We know the dropout rate from the cart to the checkout is 92% and that users don’t know about the free return policy or the money-back guarantee policy. If we add content about the free return policy and money-back guarantee policy on the cart page, then the dropout rate from the cart to the checkout will decrease and transactions will increase because friction will decrease due to users feeling there is less risk to place an order. Hypothesis Format
  • 42. We know the dropout rate from the cart to the checkout is 92% and that users don’t know about the free return policy or the money-back guarantee policy. If we add content about the free return policy and money-back guarantee policy on the cart page, then the dropout rate from the cart to the checkout will decrease and transactions will increase because friction will decrease due to users feeling there is less risk to place an order. Hypothesis
  • 43. “We know X. If we do A, then B will happen because of C.” Guessing with little to no accurate data involved Change something Unclear metrics and broken data are common ???????? ?
  • 44. Step 3: Get a data point → Create a hypothesis → Create a variation design
  • 46. Dev > QA Launch > Monitor Conclude > Analyze Step 4+:
  • 47. Result: +61% Action: Implement the variation Insight for what’s next: Should we make the policies more visible elsewhere, too? RUN ANOTHER TEST!
  • 49. “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” “We know X. If we do A, then B will happen because of C.” Test 1 Test 2 Test 3 Test 4 Test 5 Test 6 Test 7 Test 8 Test 9 Test 10 Test 11 Test 12 Test 13 Test 14 Test 15 Test 16 Test 17 Test 18 Test 19 Test 20 Test 21 Test 22 Test 23 Test 24 Test 25 Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Result Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight Insight
  • 50.
  • 51.
  • 52.
  • 55. A few final topics
  • 58. Common Misconceptions ● We’ll hack it together and be okay ● You just need a testing tool and an idea ● You don’t need developers ● Every business can test ● It’s too hard ● It’s easy
  • 59.
  • 60.
  • 61.
  • 62. Recap ● You need to experiment if you have enough data volume. (Check by running pre-test calculations.) ● Starting an experiment Step 1: Get a data point to inform your test idea. Step 2: Write a hypothesis. (e.g., If…then…because) Step 3+: Roadmap & prioritize your initiatives. ● The more teams involved in experimentation the better. ● If you’re not experimenting and doing user research, your competitors are ahead of you.