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04/10/2023 1
User ExperienceStrategy & Design
How to conduct user research and usability evaluations
by Larry Marine
The BIG Picture
4 levels of design1. Objectives – goals and metrics2. Strategic – process flows (best practices)3. Tactical – task flows4. Implementation – UX/UI design
5 Steps of Design
1. Objectives – goals and metrics2. User Research – roles, knowledge3. Task Analysis – task flow optimization4. UX/UI Design – design to the tasks &users5. Evaluation – does it serve the objectives
Objectives
What will a successful product achieve
Goal – brief, not a mission statementGet clarity and consensusIdentify observable metrics
How much by when
User Research
Half dozen representative users are enoughSubjective
SurveysInterviewsFocus groupsJournals
ObjectiveEthnographic observations
User Roles
Not of a person, but the hats they wearHabits, metaphors, lingo, knowledgeCreate user caricatures
Browsing BettySurgical SamBirthday Bob
Task Analysis
Best practices and task optimization
TriggersArtifactsOutcomes
Start backwardsEnd result, then tasks that achieve it
Task Flows
UX/UI Design
User interaction paradigms/modelsKeep it simple
One task per screenStick to the playbookNo extra “cool” stuffUtilize common tools or patternsAvoid custom controlsMake the design transparent to the task
Design Evaluation
Expert reviewUsability Testing
What gets in the way of success?Severity of the errors
Severity of Errors
UserReality ResultRight Right GoodWrong Wrong Minor, adds timeWrong Right Major, “fix” a good resultRight Wrong Critical, data integrity
Yellow Pages
Objectives: Sustainable large ad customersUsers: Typical homeowner Tasks: Find a plumber
Fix leaky basement
Free Evaluation
1 ½ hour free evaluationTry it yourself, firstThen, compare your notes to mine