UX Lesson 2: User Research

Joan Lumanauw
Joan LumanauwUX Lead at Mirum Agency em Mirum Agency
by Joan Lumanauw | July, 2015
Session2:
USER RESEARCH
Women groups in Ethiopian tribe
“We tend to project our own rationalisations and
beliefs onto the actions and beliefs of others”
Don Norman - The Design of Everyday Things
“Your responsibility is to step out of your own perspective, to
really exercise empathy and completely immerse yourselves in
the point of view, and the psychological state, of the person
your hoping to design a solution for”
YOU ARE NOT THE USER
Why do we need user research?
Customer insights Function Priority Usability
Understand what
problems customers
wants solved
Analyze how important
these problems are to
customers
What products and
features we can develop
to solve these problems
We do research to ensure that we are solving a
problem that actually exists in people’s lives.
In short,
If you and your clients don’t know,
You should do some user research.
Rule of thumb
What do we and our client already know?
What do you need to know to start design?
Is it mission critical user experience?
How do we start?
Now that we know what it means to know your users,
User Research
Needs
Goals
Motivations
Actions
Demographics
Age
Gender
Income
Background
The path of user research
What do we need to
know to understand
our users?
Why
Who
What
Where
When
How
Why are the users coming to us?
Goals? Needs? Triggers?
Who is our user?
Business or consumers?
Demographics?
Background Knowledge?
When are they visiting?
Time of day?
In an emergency?
Daily/monthly?
Relaxed at home or working hours?
What are their habits?
How are they visiting?
Mobile or Desktop?
Tablet?
Over the phone?
In person?
Are they social?
(this is dependant on your product)
General Assembly: User Persona Module
How do we get all that information?
Now that we know what to research,
A few methods we can use..
Surveys Interview Focus Group
Gather large number
of responses quickly+
Get quantitative
feedback quickly+
Hard to get in-
depth responses-
Learn about
problems but not
why they occur
-
One on one discussions+
Can gather in-depth
targeted information+
Flexible, can explore
tangent or unexpected
area
+
Time-consuming to
organise, run and
analyze
-
Get qualitative
feedback quickly+
Alpha participants
might sway general
opinions
-
Time-consuming to
organise, run and
analyze
-
Insights on behaviour
in a social context+
General Assembly: User Persona Module
• What do we know?
• What do we want to find out?
• Who are we talking to?
• Where will this take place?
• How long do we have?
• What will the outcomes be?
Planning Stage
User Interviews
Recruiting Participants
User Interviews
Are these potential users…. Or your Facebook friends?
Asking The Right Questions
User Interviews
1. Never ask intentions, only behaviour
2. Ask about specific instances, not generalisations
3. Keep them talking
4. Never ask leading questions
How many times a month
do you go to the gym?x
How many times this month
did you go to the gym?
Tell me about the last
time you went to the gym
Do you usually go to the
gym in the morning?x Do you mean
to say…x
Tell me more..
What do you mean
General Assembly: User Persona Module
Recording & Capturing
User Interviews
Record interviews if possible
• Always ask permission
• Explain why and that it’s for private use
• Take notes but remain focussed on participant
Straight after interview
• Write down the 3 most important insights
• When reviewing recording/notes, write out
each interesting point on individual post it
General Assembly: User Persona Module
Analyzing User Research
User Interviews
Surveys
Focus Group
Interviews
Identify Trends
Form consensus
Create a logical grouping
of the information and
trends that emerge
User Interviews
Exercise 2.1
Time: 20 Minutes
Case: you’ve been commissioned to redesign the
Mirum Intranet services.
• Prepare a list of questions/topics that you want to
research.
• In pairs, take turns interviewing each other. Be
prepared to share your results.
User Personas
The output of our research should be
User Personas
Personas are an example of a person within your
target audience. Personas should represent a major
user group for your website
The purpose of personas is to create reliable and
realistic representations of our key audience
segments for reference. These representations should
be based on qualitative and some quantitative user
research. Effective personas:
What is
Effective Personas should be
• Describe real people with backgrounds, goals, and values
• Express the major needs and expectations of your user groups
• A realistic representations of our key audience segments.
• Aid in uncovering universal features and functionality
Personas should be based research.
Either qualitative or quantitative
Most importantly,
Personas are not
Based only on marketing data or the opinions of company
stakeholders, whether they’d ever met a real user or not,
fictional personas poisoned the pool and will impart an
inaccurate understanding of users and provide a false
sense of security and solidify assumptions.
Sample Personas
Young Urban Individual
Chandra
Young Family
Carol & Family
Middle-aged Couple
Johan & Emi
Family Caretaker
Ellyse
New Family
Meet Carol & Family
Age: Occupation: Location: Status:30 Stay-at Home Mom Jakarta Married
Carol is a dedicated mother of 2 kids. She spends her days taking care of her children and
her husband. She’s constantly worrying about the well-being of her children and their future.
One of her biggest concern is the health of her family. She takes the full responsibility in
making sure her family is healthy and happy.
Goals
• Carol wants to be ready
when her child is sick.
• She wants value for money
and reputable doctors for
her family healthcare.
Fears
• That she chooses the
wrong hospital/doctors
when her child is sick.
• That her family cannot
afford the bills associated
with medical care
What she wants to know
Where she looks for info
How she access websites
Home
On the Go
Primary Secondary
• If the hospital have a good reputation.
• If the doctors are experienced and comes
recommended.
• Value for money.
• The available treatment and facilities.
• The kind of regular medical care her kids needs
• Healthcare plans
• Other mothers
• Hospital website
• Friends & family members
Johan and Emi is an established middle class couple living in Surabaya. Daniel has
recently been diagnosed with cancer and needs immediate care. However, Emi trust
international hospitals better, especially Singapore. She’s the one who takes care of his
treatment needs and does research.
Age: Occupation: Location: Status:57/54 Business Owner Surabaya Married
Middle-Aged Couple
Meet Johan & Emi
Goals
• Emi wants to give Johan
his best chance at beating
cancer.
• She wants to know he’s
getting the best doctors
available to them.
Fears
• That Indonesia has less
qualified doctors than
Singapore does.
• That the national medical
standard is not up to par.
What they need to know
Where they look for info
How they access websites
SecondaryPrimary
• That Siloam can give them the same/better
standard of treatment that international hospitals
do.
• That Siloam is up to par with international
hospitals in terms of facilities, technology and
care quality.
• That Siloam is the best options for Johan’s health.
• Google search
• Reputable Singapore hospitals
• Friends & Family
Home
On the Go
Ellyse is a successful business exec. She loves her mother very much and feels that she
owes everything to her. Ellyse’s mother is getting old and her health is deteriorating. Her
mother is very passive and always blames her health to her old age. Ellyse is extremely
concern so play’s the role of her mother’s main caretaker.
Age: Occupation: Location: Status:35 Business Executive Jakarta Married
Family Caretaker
Meet Ellyse
Goals
• Ellyse wants to do
everything she can to
ensure her mother’s health
• Ellyse wants be alert about
any symptoms her mother
is experiencing.
Fears
• That she is not getting the
best medical treatment
available.
• That her visit will be less
than comfortable.
What she wants to know
Where she looks for info
How she access websites
At work
On the go
Home
Primary Secondary
• Symptoms and main health concerns for older people
• Quality doctors to maintain her mother’s health.
• The hospital reputations when it comes to comfort
and quality
• The hospitals services and convenience that will give
her the best medical care available when her mother
needs it.
• Google search
• Reputable hospitals websites
• Friends & Family
Chandra is 27 years old. He has just entered a phase in his life where he is living
completely independently from his parents. He never had to think about his personal
medical care before, let alone choosing hospitals. He is often confused about all the
things he needs to know about medical care.
Goals
• Chandra wants to be
independent. He wants to
know that he can take care
of himself when he gets
sick.
Age: Occupation: Location: Status:27 Advertising Creative Jakarta Single
Young Urban Individual
Meet Chandra
Fears
• Can’t finance his medical
care and has to burden his
parents
• Doesn’t know what to
expect from a hospital visit.
What he wants to know
Where he looks for info
How he access websites
At work
On the go
Home
Primary Secondary
• What kind of doctors he needs to see for his
symptoms.
• The estimated cost of his visit.
• When is the best time to go (availability)
• The kind of regular medical care people needs
(check-ups and routines)
• Healthcare plans
• Google search
• Hospital website
• Friends & Parents
Sample Scenario
I know nothing about Siloam (Exploration)
Doing:
Researching symptoms
and possible conditions
and treatment.
Thinking:
I am unsure but I think
my husband might have
a heart condition.
Feeling:
I hope it’s nothing
serious but I want to
be sure.
User Scenarios
Putting your personas in context
Scenarios help put your personas in a real life situation
where they come across your product, with a specific
needs & goals, in a specific mindset.
Why do we need Personas?
Why can’t we just list down functions and features we need?
To gain perspective
Why We Use Personas
We do not see things as they are.
We see things as WE are.
As a medium to relate to your users
Why We Use Personas
When a designer creates a
persona, they are crafting the lens
through which they will see the
world. From this vantage point,
when a designer makes a decision,
they do so having internalized the
persona’s goals, needs and wants.
It creates empathy
Why We Use Personas
Empathy [ˈɛmpəθɪ] :
The power of understanding and
imaginatively entering into another
person’s feelings
It brings the focus back to the user
Why We Use Personas
Personas help us to define who the
software is being created for and
who not to focus on. Having a
clear target is important. For
projects with more than one user
type, a list of personas will help
you to prioritize which users are
more important than others.
Enables us to make better
design & strategic decisions
Which ultimately
User Personas in UCD Process
Speaking of design process,
Discover Define Design Validate Develop
Stakeholder
Interview
Business
Requirement
User
Research
User
Personas
Creative
Ideation
Idea
User
Journey
Experience
Mapping
Usability
Testing
Validated
Prototype
Production
Graphic
Design
Code
Launch
Requirement
Gathering
UX Design
Sitemap &
Prototype
User
Flow
When To Use Personas
User-Centered Design Process
Idea
User
Journey
Validated
Prototype
Graphic
Design
Code
Sitemap &
Prototype
User
Flow
Discover Define Design Validate Develop
User
Personas
When To Use Personas
Research & Discovery Phase
CREATE PERSONAS DURING THE RESEARCH PHASE TO HELP IDENTIFY AND EMPATHISE WITH USERS
Business
Requirement
General Assembly: User Persona Module
Idea
User
Journey
Validated
Prototype
Graphic
Design
Code
Sitemap &
Prototype
User
Flow
Discover Define Design Validate Develop
User
Personas
When To Use Personas
Ideation & Definition
DURING IDEATION AND DEFINITION USE PERSONAS TO QUALIFY IDEAS
Business
Requirement
General Assembly: User Persona Module
Idea
User
Journey
Validated
Prototype
Graphic
Design
Code
Sitemap &
Prototype
User
Flow
Discover Define Design Validate Develop
User
Personas
When To Use Personas
Testing & Validation
IN TEST AND PROTOTYPE THEY FORM A BASIS FOR RECRUITMENT
Business
Requirement
General Assembly: User Persona Module
“Research is to see what everybody else has seen,
and to think what nobody else has thought”
Albert Szent-Gyorgyi
User Personas
Exercise 2.2
Time: 20 Minutes
From the information gathered in the interview
exercises, create a persona that includes background,
needs, pain points and goals of the interviewee.
MIRUM AGENCY 2014
ANY QUESTIONS?
Thank you
1 de 44

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UX Lesson 2: User Research

  • 1. by Joan Lumanauw | July, 2015 Session2: USER RESEARCH
  • 2. Women groups in Ethiopian tribe
  • 3. “We tend to project our own rationalisations and beliefs onto the actions and beliefs of others” Don Norman - The Design of Everyday Things
  • 4. “Your responsibility is to step out of your own perspective, to really exercise empathy and completely immerse yourselves in the point of view, and the psychological state, of the person your hoping to design a solution for” YOU ARE NOT THE USER
  • 5. Why do we need user research? Customer insights Function Priority Usability Understand what problems customers wants solved Analyze how important these problems are to customers What products and features we can develop to solve these problems
  • 6. We do research to ensure that we are solving a problem that actually exists in people’s lives. In short,
  • 7. If you and your clients don’t know, You should do some user research. Rule of thumb What do we and our client already know? What do you need to know to start design? Is it mission critical user experience?
  • 8. How do we start? Now that we know what it means to know your users,
  • 10. The path of user research
  • 11. What do we need to know to understand our users? Why Who What Where When How
  • 12. Why are the users coming to us? Goals? Needs? Triggers? Who is our user? Business or consumers? Demographics? Background Knowledge? When are they visiting? Time of day? In an emergency? Daily/monthly? Relaxed at home or working hours? What are their habits? How are they visiting? Mobile or Desktop? Tablet? Over the phone? In person? Are they social? (this is dependant on your product) General Assembly: User Persona Module
  • 13. How do we get all that information? Now that we know what to research,
  • 14. A few methods we can use.. Surveys Interview Focus Group Gather large number of responses quickly+ Get quantitative feedback quickly+ Hard to get in- depth responses- Learn about problems but not why they occur - One on one discussions+ Can gather in-depth targeted information+ Flexible, can explore tangent or unexpected area + Time-consuming to organise, run and analyze - Get qualitative feedback quickly+ Alpha participants might sway general opinions - Time-consuming to organise, run and analyze - Insights on behaviour in a social context+ General Assembly: User Persona Module
  • 15. • What do we know? • What do we want to find out? • Who are we talking to? • Where will this take place? • How long do we have? • What will the outcomes be? Planning Stage User Interviews
  • 16. Recruiting Participants User Interviews Are these potential users…. Or your Facebook friends?
  • 17. Asking The Right Questions User Interviews 1. Never ask intentions, only behaviour 2. Ask about specific instances, not generalisations 3. Keep them talking 4. Never ask leading questions How many times a month do you go to the gym?x How many times this month did you go to the gym? Tell me about the last time you went to the gym Do you usually go to the gym in the morning?x Do you mean to say…x Tell me more.. What do you mean General Assembly: User Persona Module
  • 18. Recording & Capturing User Interviews Record interviews if possible • Always ask permission • Explain why and that it’s for private use • Take notes but remain focussed on participant Straight after interview • Write down the 3 most important insights • When reviewing recording/notes, write out each interesting point on individual post it General Assembly: User Persona Module
  • 19. Analyzing User Research User Interviews Surveys Focus Group Interviews Identify Trends Form consensus Create a logical grouping of the information and trends that emerge
  • 20. User Interviews Exercise 2.1 Time: 20 Minutes Case: you’ve been commissioned to redesign the Mirum Intranet services. • Prepare a list of questions/topics that you want to research. • In pairs, take turns interviewing each other. Be prepared to share your results.
  • 21. User Personas The output of our research should be
  • 22. User Personas Personas are an example of a person within your target audience. Personas should represent a major user group for your website The purpose of personas is to create reliable and realistic representations of our key audience segments for reference. These representations should be based on qualitative and some quantitative user research. Effective personas: What is
  • 23. Effective Personas should be • Describe real people with backgrounds, goals, and values • Express the major needs and expectations of your user groups • A realistic representations of our key audience segments. • Aid in uncovering universal features and functionality Personas should be based research. Either qualitative or quantitative Most importantly,
  • 24. Personas are not Based only on marketing data or the opinions of company stakeholders, whether they’d ever met a real user or not, fictional personas poisoned the pool and will impart an inaccurate understanding of users and provide a false sense of security and solidify assumptions.
  • 25. Sample Personas Young Urban Individual Chandra Young Family Carol & Family Middle-aged Couple Johan & Emi Family Caretaker Ellyse
  • 26. New Family Meet Carol & Family Age: Occupation: Location: Status:30 Stay-at Home Mom Jakarta Married Carol is a dedicated mother of 2 kids. She spends her days taking care of her children and her husband. She’s constantly worrying about the well-being of her children and their future. One of her biggest concern is the health of her family. She takes the full responsibility in making sure her family is healthy and happy. Goals • Carol wants to be ready when her child is sick. • She wants value for money and reputable doctors for her family healthcare. Fears • That she chooses the wrong hospital/doctors when her child is sick. • That her family cannot afford the bills associated with medical care What she wants to know Where she looks for info How she access websites Home On the Go Primary Secondary • If the hospital have a good reputation. • If the doctors are experienced and comes recommended. • Value for money. • The available treatment and facilities. • The kind of regular medical care her kids needs • Healthcare plans • Other mothers • Hospital website • Friends & family members
  • 27. Johan and Emi is an established middle class couple living in Surabaya. Daniel has recently been diagnosed with cancer and needs immediate care. However, Emi trust international hospitals better, especially Singapore. She’s the one who takes care of his treatment needs and does research. Age: Occupation: Location: Status:57/54 Business Owner Surabaya Married Middle-Aged Couple Meet Johan & Emi Goals • Emi wants to give Johan his best chance at beating cancer. • She wants to know he’s getting the best doctors available to them. Fears • That Indonesia has less qualified doctors than Singapore does. • That the national medical standard is not up to par. What they need to know Where they look for info How they access websites SecondaryPrimary • That Siloam can give them the same/better standard of treatment that international hospitals do. • That Siloam is up to par with international hospitals in terms of facilities, technology and care quality. • That Siloam is the best options for Johan’s health. • Google search • Reputable Singapore hospitals • Friends & Family Home On the Go
  • 28. Ellyse is a successful business exec. She loves her mother very much and feels that she owes everything to her. Ellyse’s mother is getting old and her health is deteriorating. Her mother is very passive and always blames her health to her old age. Ellyse is extremely concern so play’s the role of her mother’s main caretaker. Age: Occupation: Location: Status:35 Business Executive Jakarta Married Family Caretaker Meet Ellyse Goals • Ellyse wants to do everything she can to ensure her mother’s health • Ellyse wants be alert about any symptoms her mother is experiencing. Fears • That she is not getting the best medical treatment available. • That her visit will be less than comfortable. What she wants to know Where she looks for info How she access websites At work On the go Home Primary Secondary • Symptoms and main health concerns for older people • Quality doctors to maintain her mother’s health. • The hospital reputations when it comes to comfort and quality • The hospitals services and convenience that will give her the best medical care available when her mother needs it. • Google search • Reputable hospitals websites • Friends & Family
  • 29. Chandra is 27 years old. He has just entered a phase in his life where he is living completely independently from his parents. He never had to think about his personal medical care before, let alone choosing hospitals. He is often confused about all the things he needs to know about medical care. Goals • Chandra wants to be independent. He wants to know that he can take care of himself when he gets sick. Age: Occupation: Location: Status:27 Advertising Creative Jakarta Single Young Urban Individual Meet Chandra Fears • Can’t finance his medical care and has to burden his parents • Doesn’t know what to expect from a hospital visit. What he wants to know Where he looks for info How he access websites At work On the go Home Primary Secondary • What kind of doctors he needs to see for his symptoms. • The estimated cost of his visit. • When is the best time to go (availability) • The kind of regular medical care people needs (check-ups and routines) • Healthcare plans • Google search • Hospital website • Friends & Parents
  • 30. Sample Scenario I know nothing about Siloam (Exploration) Doing: Researching symptoms and possible conditions and treatment. Thinking: I am unsure but I think my husband might have a heart condition. Feeling: I hope it’s nothing serious but I want to be sure. User Scenarios Putting your personas in context Scenarios help put your personas in a real life situation where they come across your product, with a specific needs & goals, in a specific mindset.
  • 31. Why do we need Personas? Why can’t we just list down functions and features we need?
  • 32. To gain perspective Why We Use Personas We do not see things as they are. We see things as WE are.
  • 33. As a medium to relate to your users Why We Use Personas When a designer creates a persona, they are crafting the lens through which they will see the world. From this vantage point, when a designer makes a decision, they do so having internalized the persona’s goals, needs and wants.
  • 34. It creates empathy Why We Use Personas Empathy [ˈɛmpəθɪ] : The power of understanding and imaginatively entering into another person’s feelings
  • 35. It brings the focus back to the user Why We Use Personas Personas help us to define who the software is being created for and who not to focus on. Having a clear target is important. For projects with more than one user type, a list of personas will help you to prioritize which users are more important than others.
  • 36. Enables us to make better design & strategic decisions Which ultimately
  • 37. User Personas in UCD Process Speaking of design process,
  • 38. Discover Define Design Validate Develop Stakeholder Interview Business Requirement User Research User Personas Creative Ideation Idea User Journey Experience Mapping Usability Testing Validated Prototype Production Graphic Design Code Launch Requirement Gathering UX Design Sitemap & Prototype User Flow When To Use Personas User-Centered Design Process
  • 39. Idea User Journey Validated Prototype Graphic Design Code Sitemap & Prototype User Flow Discover Define Design Validate Develop User Personas When To Use Personas Research & Discovery Phase CREATE PERSONAS DURING THE RESEARCH PHASE TO HELP IDENTIFY AND EMPATHISE WITH USERS Business Requirement General Assembly: User Persona Module
  • 40. Idea User Journey Validated Prototype Graphic Design Code Sitemap & Prototype User Flow Discover Define Design Validate Develop User Personas When To Use Personas Ideation & Definition DURING IDEATION AND DEFINITION USE PERSONAS TO QUALIFY IDEAS Business Requirement General Assembly: User Persona Module
  • 41. Idea User Journey Validated Prototype Graphic Design Code Sitemap & Prototype User Flow Discover Define Design Validate Develop User Personas When To Use Personas Testing & Validation IN TEST AND PROTOTYPE THEY FORM A BASIS FOR RECRUITMENT Business Requirement General Assembly: User Persona Module
  • 42. “Research is to see what everybody else has seen, and to think what nobody else has thought” Albert Szent-Gyorgyi
  • 43. User Personas Exercise 2.2 Time: 20 Minutes From the information gathered in the interview exercises, create a persona that includes background, needs, pain points and goals of the interviewee.
  • 44. MIRUM AGENCY 2014 ANY QUESTIONS? Thank you