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Staying research-led with
(almost) no resources
Kea Zhang
Head of Product/UX, Teston
A digital tool for
remote, unmoderated
user testing
We make user testing
easier, cheaper & faster
+
localised!
We make user testing
easier, cheaper & faster
+
localised!
Transparent
Human
Open
Innovative
Research led
Our values
But… we’re a startup
The usual
constraints
● No budget
● No time
● Too many things to do
● Hard to involve the whole team
in research
How can we do more research?
And improve what we’re already doing?
How can we do more research?
And improve what we’re already doing?
IMPACTFUL DISCOVERY
How we ensure that
we stay research led
1. Make discovery key to your process
2. Make the most of existing resources and opportunities
Quick show of hands...
Already running dev sprints?
Already running dev sprints?
Make room for discovery
sprints to run in parallel!
Dev sprint
Dev backlog
Dev sprint
Ideas backlog
Discovery sprint
Dev backlog
Dev sprint
Dev sprint Dev sprint Dev sprint
Dev sprint Dev sprint Dev sprint
Discovery
sprint
Discovery
sprint
Discovery
sprint
Discovery
sprint
Discovery
sprint
Discovery
sprint
Integrate the discovery sprints into your tools
● Actually get research done!
a. Without it integrated into your process, it’s easy to forget/overlook
b. Schedule planning, reviews and retros for discovery
Why run discovery sprints?
● Actually get research done!
a. Without it integrated into your process, it’s easy to forget/overlook
b. Schedule planning, reviews and retros for discovery
● Structured way of handling discovery work
a. Discovery projects need prioritisation too
Why run discovery sprints?
● Actually get research done!
a. Without it integrated into your process, it’s easy to forget/overlook
b. Schedule planning, reviews and retros for discovery
● Structured way of handling discovery work
a. Discovery projects need prioritisation too
● Promotes transparency and collaboration
a. Clear overview of what each person is working on
b. Easy to see where a feature idea lies in the process
c. Easy for team members to join in on activities
Why run discovery sprints?
Cross-team standups
Cross-team standups
In Teston, UXers and user researchers take part in standups.
Cross-team standups
In Teston, UXers and user researchers take part in standups.
This allows...
- Frequent updates
- Easy problem sharing (about bugs, discovery findings, etc.)
- Better collaboration across discovery and development
Ideas backlog
Discovery sprint
Dev backlog
Dev sprint
Ideas backlog
Discovery sprint
Dev backlog
Dev sprint
Ideas backlog
Discovery sprint
Dev backlog
Dev sprint
A shared definition of progress
as not just being development,
but also discovery progress!
IMPACTFUL DISCOVERY
How we ensure that
we stay research led
1. Make discovery key to your process
2. Make the most of existing resources and opportunities
Quick show of hands...
Who are the
‘voices of the users’
at your company?
Related: See Paul Adams’ talk on what value UX actually brings to a company
Collaborating with customer support and sales
At Teston, we have weekly ‘feedback meetings’, where we:
Collaborating with customer support and sales
At Teston, we have weekly ‘feedback meetings’, where we:
● Review all incoming feedback
a. Intercom (customer support tool)
b. Emails
c. Meetings
Collaborating with customer support
At Teston, we have weekly ‘feedback meetings’, where we:
● Review all incoming feedback
a. Intercom
b. Emails
c. Meetings
● Categorise it
Collaborating with customer support
At Teston, we have weekly ‘feedback meetings’, where we:
● Review all incoming feedback
a. Intercom
b. Emails
c. Meetings
● Categorise it
● Use it for prioritising, e.g.
a. What copy we write
b. What we build, and when
c. What we need to research further
We use a massive spreadsheet
Ideas backlog
Discovery sprint
Dev backlog
Dev sprint
→ OKRs
Look for research opportunities in
existing practices
Learn
● About the company
● Their teams, and the people who’d be using Teston
● What research looks like for them today
● What their research goals are for the future
Observe
● Reactions (words and body language!)
● Questions
Explore
● New feature ideas
Using sales/demo meetings
UX crash course!
Just do it
● Take every opportunity to do an interview
● No need to be scientific about it!
a. Qual data is not about numbers
b. It’s about focusing on motivations, barriers, fears, and the ‘why’
Don’t wait for the golden opportunity
● Take every opportunity to do an interview
● No need to be scientific about it!
a. Qual data is not about numbers
b. It’s about focusing on motivations, barriers, fears, and the ‘why’
Is this data valid for the rest of my audience?
Don’t wait for the golden opportunity
Look for similar findings and patterns across:
● That one interview
● Customer support questions
● Feedback in sales meetings
● Insights from user testing
Triangulate your data
Look for similar findings and patterns across:
● That one interview
● Customer support questions
● Feedback in sales meetings
● Insights from user testing
We’re not dealing with science.
We’re trying to minimise risk and validate insights and ideas.
Triangulate your data
Don’t let ‘perfect’
get in the way of ‘good enough’
IMPACTFUL DISCOVERY
How we ensure that
we stay research led
1. Make discovery key to your process
2. Make the most of existing resources and opportunities
Thanks for listening :)
What are your tips?

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Staying research led with almost no resources (UXcamp 2019)

  • 1. Staying research-led with (almost) no resources Kea Zhang Head of Product/UX, Teston
  • 2. A digital tool for remote, unmoderated user testing
  • 3. We make user testing easier, cheaper & faster + localised!
  • 4. We make user testing easier, cheaper & faster + localised!
  • 7. The usual constraints ● No budget ● No time ● Too many things to do ● Hard to involve the whole team in research
  • 8. How can we do more research? And improve what we’re already doing?
  • 9. How can we do more research? And improve what we’re already doing?
  • 10. IMPACTFUL DISCOVERY How we ensure that we stay research led 1. Make discovery key to your process 2. Make the most of existing resources and opportunities
  • 11. Quick show of hands...
  • 13. Already running dev sprints? Make room for discovery sprints to run in parallel!
  • 17. Dev sprint Dev sprint Dev sprint
  • 18. Dev sprint Dev sprint Dev sprint Discovery sprint Discovery sprint Discovery sprint Discovery sprint Discovery sprint Discovery sprint
  • 19. Integrate the discovery sprints into your tools
  • 20. ● Actually get research done! a. Without it integrated into your process, it’s easy to forget/overlook b. Schedule planning, reviews and retros for discovery Why run discovery sprints?
  • 21. ● Actually get research done! a. Without it integrated into your process, it’s easy to forget/overlook b. Schedule planning, reviews and retros for discovery ● Structured way of handling discovery work a. Discovery projects need prioritisation too Why run discovery sprints?
  • 22. ● Actually get research done! a. Without it integrated into your process, it’s easy to forget/overlook b. Schedule planning, reviews and retros for discovery ● Structured way of handling discovery work a. Discovery projects need prioritisation too ● Promotes transparency and collaboration a. Clear overview of what each person is working on b. Easy to see where a feature idea lies in the process c. Easy for team members to join in on activities Why run discovery sprints?
  • 24. Cross-team standups In Teston, UXers and user researchers take part in standups.
  • 25. Cross-team standups In Teston, UXers and user researchers take part in standups. This allows... - Frequent updates - Easy problem sharing (about bugs, discovery findings, etc.) - Better collaboration across discovery and development
  • 29. A shared definition of progress as not just being development, but also discovery progress!
  • 30. IMPACTFUL DISCOVERY How we ensure that we stay research led 1. Make discovery key to your process 2. Make the most of existing resources and opportunities
  • 31. Quick show of hands...
  • 32. Who are the ‘voices of the users’ at your company? Related: See Paul Adams’ talk on what value UX actually brings to a company
  • 33. Collaborating with customer support and sales At Teston, we have weekly ‘feedback meetings’, where we:
  • 34. Collaborating with customer support and sales At Teston, we have weekly ‘feedback meetings’, where we: ● Review all incoming feedback a. Intercom (customer support tool) b. Emails c. Meetings
  • 35. Collaborating with customer support At Teston, we have weekly ‘feedback meetings’, where we: ● Review all incoming feedback a. Intercom b. Emails c. Meetings ● Categorise it
  • 36. Collaborating with customer support At Teston, we have weekly ‘feedback meetings’, where we: ● Review all incoming feedback a. Intercom b. Emails c. Meetings ● Categorise it ● Use it for prioritising, e.g. a. What copy we write b. What we build, and when c. What we need to research further
  • 37. We use a massive spreadsheet
  • 40. Look for research opportunities in existing practices
  • 41. Learn ● About the company ● Their teams, and the people who’d be using Teston ● What research looks like for them today ● What their research goals are for the future Observe ● Reactions (words and body language!) ● Questions Explore ● New feature ideas Using sales/demo meetings
  • 44. ● Take every opportunity to do an interview ● No need to be scientific about it! a. Qual data is not about numbers b. It’s about focusing on motivations, barriers, fears, and the ‘why’ Don’t wait for the golden opportunity
  • 45. ● Take every opportunity to do an interview ● No need to be scientific about it! a. Qual data is not about numbers b. It’s about focusing on motivations, barriers, fears, and the ‘why’ Is this data valid for the rest of my audience? Don’t wait for the golden opportunity
  • 46. Look for similar findings and patterns across: ● That one interview ● Customer support questions ● Feedback in sales meetings ● Insights from user testing Triangulate your data
  • 47. Look for similar findings and patterns across: ● That one interview ● Customer support questions ● Feedback in sales meetings ● Insights from user testing We’re not dealing with science. We’re trying to minimise risk and validate insights and ideas. Triangulate your data
  • 48. Don’t let ‘perfect’ get in the way of ‘good enough’
  • 49. IMPACTFUL DISCOVERY How we ensure that we stay research led 1. Make discovery key to your process 2. Make the most of existing resources and opportunities
  • 50. Thanks for listening :) What are your tips?