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the

UX Survival Guide

Tools & techniques for creating a betteruser experience and reducing uncertainty

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Nicholas McClay Usability Team Lead @ Forever

Hi, I’m…

@nickmcclay

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My job in a nutshell:

Determine what our users really want

Find out why we haven’t given them that

Do what is needed to change that

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Shaolin Kung-Fu

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Krav Maga

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Certified Bad Asses

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We need the Krav Maga of UX…

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Building a survival kit

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Building a UX survival kit

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Triangle of Uncertainty

Not Certain

VeryCertain

Some Certainty

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Let’s start here

Not Certain

VeryCertain

Some Certainty

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Starts with PeopleMost uncertainty

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List of things that aren’t people

Technology or infrastructure

Business concerns or ideology

Features or products

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Need Validation

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People have problems

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Examples of problems

I want to make more money.

I want to be less stressed.

I want to save time.

Terrible Examples of problems, too generic

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Real examples of problems

I never graduated high school and can’t find steady employment.

I haven’t taken a vacation in 2 years and my marriage is falling apart.

I can’t do the things I used to love because raising my child is absorbing all my time.

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–Tim Ferris

“Creating demand is hard. Filling demand is easier. Don't create a product, then seek

someone to sell it to. Find a market - define your customers - then find or

develop a product for them.”

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Need Validation Storyboard

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Need Validation Storyboard

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Need Validation Storyboard

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Need Validation Storyboard

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Your Problem Our Solution Your Result

Name of Concept

Storyboard Template

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Goals of Need Validation Storyboards

• Do they recognize the problem?

• Do they have boundaries/concerns around your solution?

• Is there urgency or interest in the solution?

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Market Research

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Like… business stuff?

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Social Proof BiasWhen undecided, we tend to follow the patterns

of others

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2 Types of Market Research

Market Reports

Competitive Research

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What to look for in market reports:

Size of the target market

Demographics of the target market

Emerging patterns and trends

Major competitors and influencers

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Where to find market reports?

Consumer Reports

Marketing Intelligence Agencies

Qualified thought leader blogs/articles

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Competitive Research

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Feature Gap AnalysisWhat products do relative to the competition

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Market Space AnalysisWhere products are positioned in the market

relative to each other

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Heuristic Product AnalysisWhere products are positioned in the market

relative to each other

• Focused on curating the best blog content into standalone e-books

• re-inventing the self-publishing space

• Buy a book - gift 4 free copies to your friends (because you will anyways)

Low HighHeuristic

Uniqueness

Complexity

Duration

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Competitive Research Club

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Design Workshop

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–Johnny Appleseed

“Creativity is a stepwise process in which idea A spurs a new but closely related

thought, which prompts another incremental step, and the chain of little mental advances sometimes eventually ends with an innovative idea in a group

setting.”

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!

"Topic

! !## #

Brainstorming

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$!

"Topic

! !## #

Workshopping

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The humble sharpie & post-it

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Radar Diagram

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Radar Diagram

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Abstraction Ladder

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Abstraction Ladder

Statement

Why?

Why?

How?

How?

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Personas

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An archetypical customer profile used for:

•Evaluating feature requirements

•Prioritizing product requirements

•Alignment about user needs within business

What is a Persona?

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Customer Interviews

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Ethnographic Photography

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Relationship Map

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Family of Personas

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Prototypes

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The Role of Prototypes

Quickly validate concept direction

Simulates general user experience and flow between tasks

Identify parts of experience are working poorly

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Prototype fidelity

time

real

ism

Paper Prototypes

Application Prototypes

Interactive Prototypes

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Paper Prototypes

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Paper Prototypes

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Paper Prototypes

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Paper Prototypes

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Paper Prototypes

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Paper Prototypes

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Paper Prototypes

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Advantages of Paper Prototyping

Fast (like less than 30 minutes)

Really high level concept testing

Totally obviously informal and simple

Paper Prototypes

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Interactive Prototypes

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Interactive Prototypes

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Interactive Prototypes

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Lots of Interactive Prototyping tools

Indigo Studio

UX Pin

Invision App

Interactive Prototypes

Justinmind

Proto.io

Axure

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Application Prototypes

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Questions you should ask yourself:

Do we clearly understand our user’s requirements & workflow?

Do we need fidelity to get a realistic response? (projection issues)

Is there anything else we can test faster than building real code?

Application Prototypes

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Next Level of Certainty

Not Certain

VeryCertain

Some Certainty

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Shared Understandingbuild certainty with a

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Design Radiators

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Whiteboards

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Wikis are where designs docs go to die…

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Chat rooms

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Mockups

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–Erik D. Kennedy

“I majored in engineering — it’s almost a badge of pride to build

something that looks awful.”

https://medium.com/@erikdkennedy/7-rules-for-creating-gorgeous-ui-part-1-559d4e805cda

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Aesthetic-Usability EffectWe perceive things that look nicer as easier to use

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Krav Maga of Visual Design:

• https://medium.com/@erikdkennedy/7-rules-for-creating-gorgeous-ui-part-1-559d4e805cda

(Great inspiration for this presentation)

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Design Review

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\

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Focused presentation

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Embrace Curiosity

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–Jared Spool

“Good design, when it’s done well, becomes invisible. It’s only when it’s done poorly that we notice it.”

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When in doubt Revisit Principles

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User Stories

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Agile != UX

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Minimal Viable Product

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Minimal Viable ProductDesirable

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“As a _____________ I want to _____________

so that I can ______________”

Not Optional

Also Not-Optional

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― Douglas Crockford JavaScript: The Good Parts

“We see a lot of feature-driven product design in which the cost of features is not properly accounted. Features can have a negative value to customers

because they make the products more difficult to understand and use.”

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Final Stretch!

Not Certain

VeryCertain

Some Certainty

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Style Guides

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Styleguide Benefits

Take guess work out of visual design

Easy reuse of existing design work

Can vastly improve front-end development speed

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Usability Research

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― Erika Hall, Just Enough Research

“As a designer or a developer, you either care about usability, or you’re a

jerk.”

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Usability Tweaks

Direct interaction with application

Moderator is NOT the designer/developer

Single moderator in the room, others remote viewing only

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Tasks over keywords

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- User

“I’ve read all your buttons!?”

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Question the questions

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Qualitative Research

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User Metrics

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Quantitative Research

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Data driven design

Large scale usage patterns

Testing user assertions against behaviors

A/B testing

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Triangle of Uncertainty

Not Certain

VeryCertain

Some Certainty

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Forbidden Secret Technique!

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Synthesis

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@nickmcclay

Thanks!

UX is about making sure your software solves real problems


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