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UXPA DC UX 101 - User Research

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UXPA DC
UXPA DC

UX 101 Workshop Presentation on User Research. This presentation was done by John Whalen at Brilliant Experience.

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UXPA-DC UX 101 #uxpadc
Thank yous ‣ UXPA-DC Team - John Whalen - President - Sree Bhandaram - VP - Andrew Stevens - Treasurer - Stephanie Pratt - Secretary ‣ Speakers - Cory Lebson - John Whalen - Faz Besharatian - Stephanie Pratt
Agenda ‣ 08:30 -9:00: Breakfast/Coffee ‣ 09:00 - 09:15: Introduction to UX ‣ 09:15 - 10:15: UX Fundamentals ‣ 10:15 - 10:30: Morning Break ‣ 10:30 - 11:30: User Research ‣ 11:30 - 12:30: Lunch Break
Agenda ‣ 12:30 - 01:30: UX Strategy (From User Research to Strategy: Design Thinking and Design Studios) ‣ 01:30 - 02:45: Wireframing/Prototyping ‣ 02:45 - 03:00: Afternoon Break ‣ 03:00 - 04:00: Usability Testing ‣ 04:00 - 05:30: Meet Seasoned Professionals and get One-on-One advice/Networking/Happy Hour (Drinks and snacks included)
User Research John Whalen, PhD Principal, Strategy & User Experience jw@brilliantexperience.com brilliantexperience.com @brlexp
Agenda ‣ What types of user research are there? ‣ When to use them? ‣ Focus on: - Contextual Inquiry - Personas - Journey Maps
What types of user research are there?
What types of user research are there? ‣ Qualitative ‣ Usability testing ‣ moderated ‣ unmoderated ‣ remote ‣ Contextual Inquiry ‣ Ethnography 
 (e.g., longterm) ‣ Interviews ‣ Focus Groups ‣ Workshops ‣ Quantitative ‣ Surveys ‣ Behavioral Analytics ‣ Conversion Data ‣ A/B Testing
Remote Sessions (15): Webex Audio/Video In-person Sessions (15): Locations: Chicago (3) Washington, DC (4) New York (6) Boston (2) Individual Interviews
‣ Boston ‣ San Francisco ‣ Chicago Focus Group Workshop
Contextual Inquiry
Contextual Inquiry
Consumer! Lawyer! Banker! Neuroscien2st! VAD7Nurse! Drug7Researcher! Farmer! Federal7Administrator! Mom7/7Chauffeur!  User  Research Examples
Contextual Inquiry IS: ‣ “Fly on wall” or participating ‣ Watch people as they work ‣ Learn their work as if they are going on vacation and you will take over ‣ Capture real-life activity and challenges ‣ Identify gaps in tools / processes ‣ Detailed consideration of each individual (qualitative) ‣ About behavior
Contextual Inquiry IS NOT: ‣ User testing ‣ Asking about preferences ‣ Asking for solutions ‣ Testing prototypes ‣ Surveying
Visit users where they work
Learn their processes
Learn how they complete tasks
Study the words they use
Watch the way they interact
Learn how they make decisions Persuasion During Buying Process “I want one but…” “What’s that?” “Oh Cool” “Why would I want one?” “Is it any good?” “Conversion”“Is it worth that price?” Likability Free Commitment Intrigue Endowment Aesthetics Narrative Achievement Reputation Authority Social Proof Framing Anchoring Mimicry Loss Aversion Status Quo Effort Scarcity Loss Aversion Ownership
What we capture Vision / AttentionLanguage Memory / SemanticsEmotion Wayfinding Decision Making
Identifying Patterns ‣ “Day in the life” ‣ Little nuggets -> bigger picture patterns ‣ Real world problems with service/product designs ‣ How they are thinking and approaching a problem ‣ (Not about specific quotes or preferences)
Often do affinity diagramming
Nuggets we found for one client State Federal Intl. Real Estate Computation of Tax Corporate Acquisitions Estates and Trusts Sec. 351 - Transfer To Corporation Controlled By Transferor Sec. 368 - Corporate Reorganizations Primary source Secondary source 25
Personas
UXPA DC UX 101 - User Research
UXPA DC UX 101 - User Research
UXPA DC UX 101 - User Research
UXPA DC UX 101 - User Research
UXPA DC UX 101 - User Research
Journey Mapping
Journey Mapping ‣ Get to each step of process - What are they looking for - Concerns - Challenges - Tools / needs - Opportunities - Emotions ‣ When to use?
Customer Experience Journey
UXPA DC UX 101 - User Research
UXPA DC UX 101 - User Research
What you get from user research ‣ Who are your clients? ‣ How are they really solving problems and behaving? ‣ What are the gaps in their journey? ‣ What opportunties arise that your products might fill?
Practicalities ‣ How do you get participants? ‣ How do you record the sessions? ‣ What do you need to prepare? ‣ Recruiting guide ‣ Test Plan ‣ Who should participate? (Stakeholders, UX, etc.) ‣ Who should analyze the data? ‣ How do you present it. ‣ Summary ‣ Deep Dive
Thank You
Research Stakeholder Interviews Field Research Competitor Reviews Expert Reviews Strategy and Ideation Strategy Workshop Design Studio Rapid Prototyping Iterative Refinement UX and Design IA & Flow Interaction Design Concept Realization Visual Design & Branding Thank you! @brlexp | brilliantexperience.com

More Related Content

UXPA DC UX 101 - User Research

  • 2. Thank yous ‣ UXPA-DC Team - John Whalen - President - Sree Bhandaram - VP - Andrew Stevens - Treasurer - Stephanie Pratt - Secretary ‣ Speakers - Cory Lebson - John Whalen - Faz Besharatian - Stephanie Pratt
  • 3. Agenda ‣ 08:30 -9:00: Breakfast/Coffee ‣ 09:00 - 09:15: Introduction to UX ‣ 09:15 - 10:15: UX Fundamentals ‣ 10:15 - 10:30: Morning Break ‣ 10:30 - 11:30: User Research ‣ 11:30 - 12:30: Lunch Break
  • 4. Agenda ‣ 12:30 - 01:30: UX Strategy (From User Research to Strategy: Design Thinking and Design Studios) ‣ 01:30 - 02:45: Wireframing/Prototyping ‣ 02:45 - 03:00: Afternoon Break ‣ 03:00 - 04:00: Usability Testing ‣ 04:00 - 05:30: Meet Seasoned Professionals and get One-on-One advice/Networking/Happy Hour (Drinks and snacks included)
  • 5. User Research John Whalen, PhD Principal, Strategy & User Experience jw@brilliantexperience.com brilliantexperience.com @brlexp
  • 6. Agenda ‣ What types of user research are there? ‣ When to use them? ‣ Focus on: - Contextual Inquiry - Personas - Journey Maps
  • 7. What types of user research are there?
  • 8. What types of user research are there? ‣ Qualitative ‣ Usability testing ‣ moderated ‣ unmoderated ‣ remote ‣ Contextual Inquiry ‣ Ethnography 
 (e.g., longterm) ‣ Interviews ‣ Focus Groups ‣ Workshops ‣ Quantitative ‣ Surveys ‣ Behavioral Analytics ‣ Conversion Data ‣ A/B Testing
  • 9. Remote Sessions (15): Webex Audio/Video In-person Sessions (15): Locations: Chicago (3) Washington, DC (4) New York (6) Boston (2) Individual Interviews
  • 10. ‣ Boston ‣ San Francisco ‣ Chicago Focus Group Workshop
  • 13. Consumer! Lawyer! Banker! Neuroscien2st! VAD7Nurse! Drug7Researcher! Farmer! Federal7Administrator! Mom7/7Chauffeur!  User  Research Examples
  • 14. Contextual Inquiry IS: ‣ “Fly on wall” or participating ‣ Watch people as they work ‣ Learn their work as if they are going on vacation and you will take over ‣ Capture real-life activity and challenges ‣ Identify gaps in tools / processes ‣ Detailed consideration of each individual (qualitative) ‣ About behavior
  • 15. Contextual Inquiry IS NOT: ‣ User testing ‣ Asking about preferences ‣ Asking for solutions ‣ Testing prototypes ‣ Surveying
  • 16. Visit users where they work
  • 18. Learn how they complete tasks
  • 19. Study the words they use
  • 20. Watch the way they interact
  • 21. Learn how they make decisions Persuasion During Buying Process “I want one but…” “What’s that?” “Oh Cool” “Why would I want one?” “Is it any good?” “Conversion”“Is it worth that price?” Likability Free Commitment Intrigue Endowment Aesthetics Narrative Achievement Reputation Authority Social Proof Framing Anchoring Mimicry Loss Aversion Status Quo Effort Scarcity Loss Aversion Ownership
  • 22. What we capture Vision / AttentionLanguage Memory / SemanticsEmotion Wayfinding Decision Making
  • 23. Identifying Patterns ‣ “Day in the life” ‣ Little nuggets -> bigger picture patterns ‣ Real world problems with service/product designs ‣ How they are thinking and approaching a problem ‣ (Not about specific quotes or preferences)
  • 24. Often do affinity diagramming
  • 25. Nuggets we found for one client State Federal Intl. Real Estate Computation of Tax Corporate Acquisitions Estates and Trusts Sec. 351 - Transfer To Corporation Controlled By Transferor Sec. 368 - Corporate Reorganizations Primary source Secondary source 25
  • 33. Journey Mapping ‣ Get to each step of process - What are they looking for - Concerns - Challenges - Tools / needs - Opportunities - Emotions ‣ When to use?
  • 37. What you get from user research ‣ Who are your clients? ‣ How are they really solving problems and behaving? ‣ What are the gaps in their journey? ‣ What opportunties arise that your products might fill?
  • 38. Practicalities ‣ How do you get participants? ‣ How do you record the sessions? ‣ What do you need to prepare? ‣ Recruiting guide ‣ Test Plan ‣ Who should participate? (Stakeholders, UX, etc.) ‣ Who should analyze the data? ‣ How do you present it. ‣ Summary ‣ Deep Dive
  • 40. Research Stakeholder Interviews Field Research Competitor Reviews Expert Reviews Strategy and Ideation Strategy Workshop Design Studio Rapid Prototyping Iterative Refinement UX and Design IA & Flow Interaction Design Concept Realization Visual Design & Branding Thank you! @brlexp | brilliantexperience.com