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Predic've	
  Analy'cs	
  with	
  UX	
  	
  
Research	
  Data:	
  
Yes	
  We	
  Can!	
  
Mike	
  Fritz	
  
Paul	
  Berger	
  
UXPA	
  BOSTON	
  2015	
  
1	
  
Paul	
  Berger	
  
Visi'ng	
  Scholar	
  and	
  Professor	
  of	
  
Marke'ng,	
  and	
  Academic	
  Director	
  of	
  
Master	
  of	
  Science	
  in	
  Marke'ng	
  Analy'cs,	
  
Bentley	
  University	
  
Ph.D.	
  Sloan	
  School,	
  MIT	
  
Mike	
  Fritz	
  
Manager	
  of	
  Usability	
  and	
  User	
  
Experience	
  Research	
  
PeopleFluent	
  
MS	
  in	
  Human	
  Factors	
  in	
  Informa'on	
  
Design	
  Bentley	
  University	
  	
  
	
  
Who	
  We	
  Are	
  
2	
  
Our	
  book:	
  	
  March	
  2015	
  
3	
  
What	
  we’re	
  going	
  to	
  discuss	
  today	
  
•  Basic	
  (and	
  not	
  so	
  basic)	
  predic've	
  analy'cs	
  you	
  can	
  apply	
  to	
  the	
  data	
  
you’re	
  collec'ng	
  today!	
  
	
  
•  We’ll	
  show	
  examples	
  using	
  data	
  garnered	
  from	
  moderated	
  and	
  
unmoderated	
  usability	
  tests	
  and	
  surveys.	
  
•  Confidence	
  Intervals	
  	
  
•  Correla'on	
  
•  Simple	
  Linear	
  Regression	
  
•  Stepwise	
  Regression	
  
•  We’re	
  going	
  to	
  concentrate	
  on	
  usability	
  and	
  survey	
  data,	
  but	
  you	
  can	
  
apply	
  these	
  techniques	
  to	
  all	
  kind	
  of	
  data	
  that	
  you	
  might	
  collect	
  using	
  
different	
  methods:	
  interviews,	
  focus	
  groups,	
  card	
  sor'ng,	
  contextual	
  
inquiries,	
  and	
  even	
  physiological	
  tes'ng,	
  such	
  as	
  eye	
  tracking,	
  heart	
  
rate	
  variance	
  and	
  skin	
  conductance.	
  	
  
	
  
4	
  
Confidence	
  	
  
Intervals	
  	
  
5	
  
 	
  
Confidence	
  Intervals:	
  	
  A	
  good	
  way	
  to	
  depict	
  them:	
  	
  
6	
  
Put	
  simply,	
  a	
  confidence	
  interval	
  is	
  an	
  interval	
  which	
  
contains	
  a	
  popula'on	
  value,	
  such	
  as	
  the	
  popula'on	
  mean,	
  
with	
  some	
  specified	
  probability,	
  usually,	
  0.95	
  or	
  95%.	
  
	
  
 	
  
Confidence	
  Intervals	
  
7	
  
•  Confidence	
  intervals	
  are	
  extremely	
  useful—and	
  
even	
  cri'cal—to	
  any	
  UX	
  researcher.	
  	
  
•  In	
  fact,	
  it’s	
  easy	
  to	
  make	
  a	
  case	
  that	
  construc'ng	
  
a	
  confidence	
  interval	
  is	
  even	
  more	
  important	
  
when	
  you	
  have	
  a	
  small	
  sample	
  size.	
  	
  
•  And,	
  indeed,	
  that’s	
  exactly	
  what	
  we	
  have	
  in	
  most	
  
usability	
  datasets.	
  	
  
•  However…consider	
  the	
  following:	
  	
  
 	
  
How	
  is	
  preparing	
  for	
  a	
  usability	
  test	
  and	
  making	
  a	
  big	
  
bowl	
  of	
  chili	
  for	
  Sunday’s	
  football	
  game*	
  the	
  same?	
  	
  	
  
*with	
  or	
  without	
  Tom	
  Brady	
  
It’s	
  almost	
  the	
  same	
  amount	
  of	
  work	
  
gehng	
  ready	
  for	
  4….or	
  8.	
  	
  	
  
9	
  
So	
  you	
  might	
  as	
  well	
  “serve”	
  8,	
  because……	
  
You	
  will	
  be	
  able	
  to	
  
report	
  out	
  your	
  
findings	
  with	
  a	
  LOT	
  
more	
  sta's'cal	
  
authority!	
  
10	
  
Usability	
  Tes'ng:	
  	
  It’s	
  all	
  about	
  the	
  prep	
  'me……	
  
•  The	
  prepara'on	
  for	
  crea'ng	
  and	
  preparing	
  a	
  test	
  for	
  
4	
  versus	
  8	
  is	
  almost	
  the	
  same.	
  	
  That	
  is,	
  it’s	
  the	
  same	
  
amount	
  of	
  work	
  to	
  write	
  up	
  a	
  test	
  plan,	
  define	
  the	
  
tasks,	
  get	
  consensus	
  on	
  the	
  tasks,	
  and	
  coordinate	
  the	
  
assets	
  for	
  the	
  test	
  whether	
  you’re	
  tes'ng	
  for	
  4	
  or	
  8.	
  	
  
•  Admiledly,	
  it’s	
  going	
  to	
  take	
  longer	
  to	
  recruit	
  and	
  
actually	
  run	
  the	
  tests,	
  but	
  it’s	
  probably	
  a	
  difference	
  of	
  
only	
  one	
  day	
  of	
  tes'ng.	
  	
  
11	
  
Example:	
  	
  Likert	
  Scale	
  with	
  8	
  par'cipants	
  
12	
  
•  Let’s	
  assume	
  you’ve	
  just	
  finished	
  running	
  a	
  usability	
  test	
  for	
  
an	
  online	
  shoe	
  store.	
  	
  	
  
	
  
•  Aner	
  the	
  test,	
  par'cipants	
  are	
  asked	
  to	
  rate	
  their	
  agreement	
  
with	
  the	
  statement	
  “Finding	
  running	
  shoes	
  in	
  my	
  size	
  is	
  easy”	
  
on	
  a	
  scale	
  of	
  1	
  to	
  5,	
  where	
  1	
  =	
  Strongly	
  Disagree	
  and	
  5	
  =	
  
Strongly	
  Agree.	
  	
  
•  Let’s	
  assume	
  that	
  there	
  was	
  an	
  even	
  split	
  between	
  “3”s	
  and	
  
“4”s	
  (4	
  each)	
  for	
  an	
  average	
  of	
  3.5.	
  
•  	
  The	
  resul'ng	
  95%	
  confidence	
  interval	
  for	
  the	
  true	
  mean	
  
ra'ng	
  of	
  3.5	
  ±	
  0.45.	
  	
  	
  
Example:	
  Likert	
  Scale	
  with	
  4	
  par'cipants	
  
13	
  
•  Now	
  assume	
  that	
  you	
  ran	
  the	
  same	
  test	
  with	
  only	
  4	
  par'cipants.	
  
	
  
•  Again,	
  aner	
  the	
  test,	
  par'cipants	
  are	
  asked	
  to	
  rate	
  their	
  agreement	
  with	
  
the	
  statement	
  “Finding	
  running	
  shoes	
  in	
  my	
  size	
  is	
  easy”	
  on	
  a	
  scale	
  of	
  1	
  
to	
  5,	
  where	
  1	
  =	
  Strongly	
  Disagree	
  and	
  5	
  =	
  Strongly	
  Agree.	
  	
  
•  Again,	
  let’s	
  assume	
  that	
  there	
  was	
  an	
  even	
  split	
  between	
  “3”s	
  and	
  “4”s	
  
(2	
  each).	
  	
  
	
  
This	
  &me,	
  you	
  s&ll	
  have	
  an	
  average	
  of	
  3.5,	
  but	
  now	
  
your	
  confidence	
  interval	
  has	
  more	
  than	
  doubled	
  in	
  
width	
  to	
  3.5	
  ±	
  0.92!	
  
Confidence	
  Intervals:	
  	
  Sample	
  Size	
  of	
  4	
  versus	
  8	
  
14	
  
Correla'on	
  
15	
  
Correla'on	
  
16	
  
•  The	
  “correla'on	
  coefficient”	
  reflects	
  the	
  
rela'onship	
  between	
  two	
  variables.	
  	
  
•  Specifically,	
  	
  it	
  measures	
  the	
  strength	
  of	
  a	
  
straight-­‐line	
  rela'onship	
  between	
  two	
  variables,	
  
and	
  also	
  tells	
  you	
  the	
  direc'on	
  of	
  the	
  
rela'onship,	
  if	
  any.	
  It	
  is	
  a	
  numerical	
  value	
  that	
  
ranges	
  between	
  −1	
  and	
  +1	
  and	
  is	
  typically	
  
denoted	
  by	
  “r”:	
  
	
  
	
  
−	
  1	
  ≤	
  r	
  ≤	
  +	
  1	
  
Correla'on	
  Scenario	
  	
  
Scenario	
  
	
  
•  You’re	
  a	
  usability	
  researcher	
  at	
  Behemoth.com,	
  an	
  
employment	
  Web	
  site.	
  	
  
•  The	
  main	
  source	
  of	
  Behemoth’s	
  income	
  is	
  from	
  
employers	
  who	
  post	
  jobs	
  on	
  the	
  site	
  and	
  buy	
  access	
  to	
  
its	
  enormous	
  database	
  of	
  over	
  a	
  million	
  resumes	
  to	
  
search	
  for	
  good	
  candidates	
  to	
  fill	
  those	
  jobs.	
  	
  
	
  
•  The	
  candidate	
  search	
  engine	
  is	
  not	
  great,	
  and	
  is	
  only	
  
effec've	
  for	
  those	
  savvy	
  recruiters	
  who	
  know	
  how	
  to	
  
construct	
  clever	
  Boolean	
  search	
  strings	
  that	
  yield	
  results	
  
that	
  get	
  them	
  what	
  they	
  want.	
  	
  
	
   17	
  
Correla'on	
  Scenario	
  	
  
Scenario(cont.)	
  
	
  
• You	
  hear	
  from	
  the	
  grapevine	
  that	
  Behemoth	
  is	
  about	
  to	
  
spend	
  80	
  million	
  dollars	
  on	
  a	
  brand	
  new	
  “Turbo	
  
Search”	
  (built	
  by	
  a	
  Palo	
  Alto	
  start-­‐up)	
  that	
  will	
  
“fundamentally	
  change	
  the	
  way	
  recruiters	
  search	
  for	
  
candidates	
  through	
  its	
  algorithm	
  that	
  searches	
  for	
  people,	
  
not	
  keywords.”	
  	
  
• What’s	
  the	
  rub?	
  Turbo	
  will	
  kill	
  Boolean	
  search!	
  
	
  
Dissension	
  in	
  the	
  ranks:	
  
	
  
“Will	
  recruiters	
  abandon	
  us	
  if	
  we	
  abandon	
  Boolean	
  search?”	
  	
  
18	
  
 
19	
  
Correla'on	
  Scenario	
  	
  
Your	
  Challenge:	
  
	
  
Determine	
  whether	
  killing	
  
Boolean	
  capability	
  is	
  a	
  mistake	
  
before	
  Behemoth	
  blows	
  $80	
  
million	
  on	
  a	
  new	
  search	
  
engine!	
  
	
  
	
   20	
  
Correla'on	
  Methodology	
  
	
  
1. Launch	
  unmoderated	
  usability	
  test	
  of	
  the	
  current	
  
Behemoth	
  search	
  engine	
  to	
  about	
  300	
  recruiters.	
  All	
  the	
  
respondents	
  are	
  tasked	
  with	
  finding	
  good	
  candidates	
  
for	
  the	
  same	
  three	
  requisi'ons.	
  	
  
2. Aner	
  comple'ng	
  the	
  tasks	
  of	
  finding	
  candidates	
  for	
  
the	
  three	
  posi'ons,	
  the	
  par'cipants	
  are	
  asked	
  to	
  rate	
  
their	
  percep'on	
  of	
  usefulness	
  for	
  each	
  of	
  the	
  15	
  fields	
  
in	
  the	
  search	
  engine,	
  on	
  a	
  scale	
  of	
  1–5,	
  where	
  1	
  =	
  not	
  at	
  
all	
  useful	
  and	
  5	
  =	
  extremely	
  useful.	
  	
  
3. 	
  Calculate	
  the	
  correla'on	
  coefficient	
  between	
  the	
  
usefulness	
  of	
  the	
  ability	
  to	
  perform	
  a	
  Boolean	
  Search	
  
and	
  the	
  likelihood	
  of	
  adop'on	
  of	
  the	
  Search	
  engine.	
  	
  
	
  
21	
  
Rated	
  Search	
  Engine	
  Components	
  
1.	
  Ability	
  to	
  search	
  by	
  job	
  'tle	
  
2.	
  Ability	
  to	
  search	
  by	
  years	
  of	
  experience	
  
3.	
  Ability	
  to	
  search	
  by	
  loca'on	
  
4.	
  Ability	
  to	
  search	
  by	
  schools	
  alended	
  
5.	
  Ability	
  to	
  search	
  candidates	
  by	
  date	
  of	
  updated	
  resume	
  
6.	
  Ability	
  to	
  search	
  candidates	
  by	
  level	
  of	
  educa'on	
  
7.	
  Ability	
  to	
  search	
  by	
  skills	
  
8.	
  Ability	
  to	
  search	
  candidates	
  by	
  average	
  length	
  of	
  employment	
  at	
  each	
  company	
  
9.	
  Ability	
  to	
  search	
  candidates	
  by	
  maximum	
  salary	
  
	
  10.Ability	
  to	
  search	
  candidates	
  by	
  job	
  type	
  he/she	
  is	
  looking	
  for:	
  full	
  'me,	
  part	
  'me,	
  
temporary/contract,	
  per	
  diem,	
  intern	
  
	
  11.Ability	
  to	
  search	
  candidates	
  by	
  companies	
  in	
  which	
  they	
  have	
  worked	
  
	
  12.Ability	
  to	
  search	
  candidates	
  by	
  willingness	
  to	
  travel.	
  (Expressed	
  as	
  “no	
  travel	
  ability	
  
required,”	
  “up	
  to	
  25%,”	
  “up	
  to	
  50%,”	
  “up	
  to	
  75%,”	
  “up	
  to	
  100%”)	
  
	
  13.Ability	
  to	
  search	
  candidates	
  by	
  willingness	
  to	
  relocate	
  
	
  14.Ability	
  to	
  search	
  candidates	
  by	
  security	
  clearance.	
  (Ac've	
  Confiden'al,	
  Inac've	
  Con-­‐
fiden'al,	
  Ac've	
  Secret,	
  Inac've	
  Secret,	
  Ac've	
  Top	
  Secret,	
  Inac've	
  Top	
  Secret,	
  Ac've	
  Secret/
SCI,	
  Inac've	
  Top	
  Secret/SCI)	
  
	
  15.	
  Ability	
  to	
  perform	
  a	
  Boolean	
  search	
  
	
  
22	
  
Dependent	
  Variable	
  
Methodology:	
  
	
  
	
  
3.	
  At	
  the	
  very	
  end	
  of	
  the	
  survey	
  ra'ng,	
  you	
  insert	
  the	
  
dependent	
  variable	
  ques'on(y):	
  	
  
	
  
“Imagine	
  that	
  this	
  search	
  engine	
  is	
  available	
  to	
  you	
  at	
  
no	
  cost	
  to	
  find	
  qualified	
  candidates	
  using	
  the	
  candidate	
  
databases	
  you	
  currently	
  employ.	
  Rate	
  your	
  likelihood	
  of	
  
adopGng	
  this	
  candidate	
  search	
  engine	
  on	
  a	
  scale	
  of	
  1–5,	
  
where	
  1	
  =	
  not	
  at	
  all	
  likely	
  and	
  5	
  =	
  extremely	
  likely.”	
  
	
  
	
  
	
   23	
  
Correla'on	
  Methodology:	
  Excel	
  Screen	
  Shot	
  
24	
  
Correla'on	
  Methodology:	
  Excel	
  Screen	
  Shot	
  
25	
  
•  We	
  can	
  see	
  that	
  the	
  correla'on	
  coefficient	
  is	
  +0.449.	
  What	
  this	
  tells	
  us	
  is	
  that	
  a	
  
higher	
  sense	
  of	
  usefulness	
  of	
  a	
  Boolean	
  search	
  capability	
  is	
  associated	
  with	
  a	
  
higher	
  likelihood	
  of	
  adop'on	
  of	
  the	
  search	
  engine.	
  	
  
•  This	
  also	
  says	
  that	
  20.2%	
  (100	
  *	
  (.449)	
  ^	
  2)	
  of	
  the	
  variability	
  in	
  likelihood	
  of	
  
adop'on	
  of	
  the	
  search	
  engine	
  is	
  explained	
  by	
  a	
  recruiter’s	
  assessment	
  of	
  the	
  
usefulness	
  of	
  having	
  a	
  Boolean	
  search	
  available.	
  	
  
	
  
We	
  can	
  also	
  determine	
  the	
  specific	
  rela'onship	
  between	
  the	
  2	
  variables:	
  	
  
Linear	
  	
  
Regression	
  
26	
  
Linear	
  Regression	
  	
  
27	
  
•  The	
  fundamental	
  purpose	
  of	
  regression	
  analysis	
  is	
  to	
  
study	
  the	
  rela'onship	
  between	
  a	
  “dependent	
  
variable”	
  (which	
  can	
  be	
  thought	
  of	
  as	
  an	
  output	
  variable)	
  
and	
  one	
  or	
  more	
  “independent	
  variables”	
  (which	
  can	
  be	
  
thought	
  of	
  as	
  input	
  variables).	
  	
  
•  A	
  linear	
  regression	
  analysis	
  will	
  determine	
  the	
  best	
  fihng	
  
slope	
  and	
  intercept	
  of	
  a	
  linear	
  rela'onship.	
  	
  
•  In	
  this	
  scenario,	
  we	
  will	
  have	
  one	
  independent	
  variable—
this	
  form	
  of	
  regression	
  is	
  called	
  “simple	
  regression.”	
  	
  	
  
•  In	
  our	
  next	
  scenario,	
  we	
  will	
  have	
  several	
  input/
independent	
  variables	
  (i.e.,	
  X’s)—this	
  will	
  be	
  called	
  
“mul'ple	
  regression.”	
  
Linear	
  Regression	
  Methodology:	
  Excel	
  Screen	
  Shot	
  
28	
  
Linear	
  Regression	
  Methodology:	
  Excel	
  Screen	
  Shot	
  
29	
  
Results	
  
•  The	
  very	
  low	
  p-­‐value(less	
  than	
  once	
  chance	
  in	
  a	
  
billion!)	
  indicates	
  that	
  there	
  is	
  virtually	
  no	
  doubt	
  that	
  
there	
  is	
  a	
  posiGve	
  linear	
  relaGonship	
  between	
  the	
  
usefulness	
  of	
  the	
  Ability	
  to	
  do	
  a	
  Boolean	
  search,	
  and	
  
the	
  Likelihood	
  of	
  AdopGon	
  of	
  the	
  search	
  engine.	
  
•  	
  Furthermore(and	
  as	
  noted	
  earlier),	
  	
  the	
  r-­‐square	
  value	
  
of	
  0.202	
  means	
  we	
  es'mate	
  that	
  the	
  usefulness	
  of	
  
Boolean,	
  by	
  itself,	
  explains	
  more	
  than	
  20%	
  of	
  the	
  
responder’s	
  choice	
  for	
  the	
  Likelihood	
  of	
  Adop'on	
  of	
  
the	
  search	
  engine	
  query.	
  
•  The	
  best	
  fihng	
  (or	
  “least	
  squares”)	
  line	
  is	
  	
  
Yp=2.4566	
  +	
  0.460	
  *	
  X	
  
	
  
Example:	
  	
  if	
  X=3,	
  Yp=3.84	
  
	
   30	
  
Example	
  2	
  
Stepwise	
  Regression	
  	
  	
  
31	
  
Stepwise	
  Regression	
  
	
  
• Your	
  results	
  trickle	
  upwards	
  in	
  the	
  managerial	
  
chain.	
  Your	
  CEO,	
  Joey	
  Vellucci,	
  	
  exasperated	
  by	
  all	
  
the	
  nega've	
  news	
  that	
  always	
  comes	
  from	
  the	
  
usability	
  lab,	
  proclaims	
  to	
  his	
  VP	
  of	
  development:	
  
	
  
“These	
  UX	
  folks	
  remind	
  me	
  of	
  Agnew’s	
  
‘naUering	
  nabobs	
  of	
  negaGvism’.	
  Why	
  don’t	
  
they	
  come	
  up	
  with	
  their	
  own	
  ideal	
  search	
  
engine	
  instead	
  of	
  just	
  finding	
  problems	
  all	
  
the	
  Gme	
  in	
  the	
  lab?”	
  
32	
  
Stepwise	
  Regression	
  
Challenge	
  Accepted!	
  
	
  
Stepwise	
  Regression	
  
to	
  the	
  Rescue!	
  
33	
  
For	
  those	
  of	
  you	
  born	
  way	
  aner	
  Watergate:	
  	
  
	
  	
  
34	
  
Linear	
  Regression	
  Methodology	
  
To	
  refresh	
  your	
  memory:	
  
	
  
1. 	
  You	
  launched	
  an	
  unmoderated	
  usability	
  test	
  of	
  the	
  
current	
  Behemoth	
  search	
  engine	
  to	
  about	
  300	
  
recruiters.	
  All	
  the	
  respondents	
  were	
  tasked	
  with	
  finding	
  
good	
  candidates	
  for	
  the	
  same	
  three	
  requisi'ons.	
  	
  
2. 	
  Aner	
  comple'ng	
  the	
  tasks	
  of	
  finding	
  candidates	
  for	
  
the	
  three	
  posi'ons,	
  the	
  par'cipants	
  are	
  asked	
  to	
  rate	
  
their	
  percep'on	
  of	
  usefulness	
  for	
  each	
  of	
  the	
  15	
  fields	
  
in	
  the	
  search	
  engine,	
  on	
  a	
  scale	
  of	
  1–5,	
  where	
  1	
  =	
  not	
  at	
  
all	
  useful	
  and	
  5	
  =	
  extremely	
  useful.	
  	
  
	
  
	
  
	
   35	
  
Stepwise	
  Regression	
  Example	
  
	
  
3.	
  At	
  the	
  very	
  end	
  of	
  the	
  survey	
  ra'ng,	
  you	
  insert	
  the	
  
moment	
  of	
  truth	
  ques'on:	
  	
  
	
  
“Imagine	
  that	
  this	
  search	
  engine	
  is	
  available	
  to	
  you	
  at	
  
no	
  cost	
  to	
  find	
  qualified	
  candidates	
  using	
  the	
  candidate	
  
databases	
  you	
  currently	
  employ.	
  Rate	
  your	
  likelihood	
  of	
  
adopGng	
  this	
  candidate	
  search	
  engine	
  on	
  a	
  scale	
  of	
  1–5,	
  
where	
  1	
  =	
  not	
  at	
  all	
  likely	
  and	
  5	
  =	
  extremely	
  likely.”	
  
	
  
	
  
	
  
36	
  
Stepwise	
  Regression	
  Example	
  
•  Stepwise	
  regression	
  is	
  a	
  varia'on	
  of	
  regular	
  
mul'ple	
  regression	
  that	
  was	
  invented	
  to	
  
specifically	
  address	
  the	
  issue	
  of	
  variables	
  
that	
  overlap	
  a	
  lot	
  in	
  the	
  informa'on	
  they	
  
provide	
  about	
  the	
  “Y”	
  (the	
  output	
  variable).	
  	
  
•  It’s	
  an	
  automated	
  process	
  that	
  brings	
  
variables	
  in	
  (and	
  once	
  in	
  a	
  while	
  out)	
  of	
  the	
  
equa'on	
  one	
  at	
  a	
  'me.	
  	
  
37	
  
The	
  beauty	
  of	
  stepwise	
  regression!	
  	
  
Stepwise	
  regression	
  has	
  2	
  excellent	
  
quali'es:	
  
	
  
1)All	
  variables	
  in	
  the	
  final	
  equa'on	
  are	
  
sta's'cally	
  significant.	
  
	
  
2)It	
  is	
  guaranteed	
  that	
  there	
  are	
  no	
  
variables	
  not	
  in	
  the	
  equa'on	
  that	
  would	
  
be	
  sta's'cally	
  significant.	
  	
  
	
  
38	
  
Stepwise	
  Regression	
  Example:	
  	
  SPSS	
  Screen	
  Shots	
  
39	
  
Stepwise	
  Regression	
  Example:	
  	
  Screen	
  Shots	
  
40	
  
Stepwise	
  Regression	
  Example:	
  	
  Screen	
  Shots	
  
41	
  
Sta's'cally	
  significant	
  variables	
  	
  
42	
  
•  Ability	
  to	
  perform	
  a	
  Boolean	
  search	
  
•  Ability	
  to	
  search	
  by	
  skills	
  
•  Ability	
  to	
  search	
  by	
  job	
  'tle	
  
•  Ability	
  to	
  search	
  candidates	
  by	
  companies	
  in	
  
which	
  they	
  have	
  worked	
  
•  Ability	
  to	
  search	
  by	
  loca'on	
  
•  Ability	
  to	
  search	
  by	
  years	
  of	
  experience	
  
•  Ability	
  to	
  search	
  candidates	
  by	
  level	
  of	
  educa'on	
  	
  	
  
Stepwise	
  Regression	
  Example	
  
Yc	
  =	
  0.528	
  +	
  0.311	
  *	
  X15	
  +	
  0.177	
  *	
  X7	
  +	
  0.121	
  *	
  X11	
  +	
  0.153	
  *	
  X1	
  +	
  0.106	
  *	
  X	
  
+	
  0.106	
  *	
  X2	
  +	
  0.055	
  *	
  X6,	
  
	
  
or,	
  if	
  we	
  order	
  the	
  variables	
  by	
  subscript,	
  
	
  
Yc	
  =	
  528	
  +	
  0.153	
  *	
  X1	
  +	
  0.106	
  *	
  X2	
  +	
  0.106	
  *	
  X3	
  +	
  0.055	
  *	
  X6	
  +	
  0.177	
  *	
  X7	
  
+	
  0.121	
  *	
  X11	
  +	
  0.311	
  *	
  X15.	
  
	
  
In	
  other	
  words,	
  this	
  equa'on	
  says	
  that	
  if	
  we	
  plug	
  in	
  a	
  
person’s	
  value	
  for	
  X1,	
  X3,	
  X6,	
  X7,	
  X11,	
  and	
  X15,	
  we	
  get	
  
our	
  “best”	
  model	
  for	
  predicGng	
  what	
  the	
  person	
  will	
  
choose	
  for	
  Y,	
  the	
  likelihood	
  on	
  the	
  5-­‐point	
  scale	
  that	
  he/
she	
  will	
  adopt	
  the	
  search	
  engine.	
  AND,	
  NOTE	
  THAT	
  ALL	
  
THE	
  COEFFICIENTS	
  ARE	
  POSITIVE!!	
  
43	
  
Stepwise	
  Regression	
  Example:	
  	
  Recommenda'ons	
  
For	
  your	
  recommenda'ons,	
  you	
  produce	
  a	
  wireframe	
  
that	
  illustrates	
  the	
  user	
  interface	
  for	
  a	
  new	
  search	
  home	
  
page:	
  
	
  
1. 	
  Your	
  new	
  design	
  shows	
  a	
  two-­‐'ered	
  system;	
  a	
  “basic	
  
search”	
  includes	
  the	
  top	
  seven	
  variables	
  iden'fied	
  as	
  
significant	
  in	
  your	
  stepwise	
  regression	
  analysis.	
  
	
  
2. 	
  If	
  desired,	
  the	
  user	
  can	
  click	
  on	
  “Advanced”	
  search	
  to	
  
reveal	
  the	
  remaining	
  eight	
  variables.	
  	
  Even	
  though	
  they	
  
were	
  not	
  staGsGcally	
  significant,	
  and	
  cannot	
  be	
  said	
  to	
  
“add	
  to	
  the	
  story,”	
  they	
  nevertheless	
  might	
  be	
  useful	
  for	
  
certain	
  recruiters	
  looking	
  for	
  a	
  very	
  specific	
  set	
  of	
  
qualifica'ons.	
  	
   44	
  
Stepwise	
  Regression	
  Example:	
  	
  	
  CEO	
  LIKES	
  IT!	
  
45	
  
Our	
  book:	
  	
  March	
  2015	
  
46	
  
What	
  we	
  show	
  you	
  how	
  to	
  do	
  in	
  the	
  book.	
  	
  
•  Prac'cal	
  Advice	
  on	
  choosing	
  the	
  right	
  data	
  analysis	
  technique	
  
for	
  each	
  project	
  
•  A	
  step-­‐by-­‐step	
  methodology	
  for	
  applying	
  each	
  technique,	
  
including	
  examples	
  and	
  scenarios	
  drawn	
  from	
  the	
  UX	
  field.	
  
•  Detailed	
  screen	
  shots	
  and	
  instruc'ons	
  for	
  performing	
  the	
  
techniques	
  using	
  Excel(both	
  for	
  PC	
  and	
  Mac)	
  and	
  SPSS	
  
	
  
•  Clear	
  and	
  concise	
  guidance	
  on	
  interpre'ng	
  the	
  data	
  output	
  
•  Exercises	
  to	
  prac'ce	
  the	
  techniques,	
  along	
  with	
  access	
  to	
  
sample	
  data	
  on	
  the	
  companion	
  website.	
  	
  
47	
  
Don’t	
  fear	
  the	
  future…	
  
48	
  
Embrace	
  it!	
  
49	
  
Predic've	
  Analy'cs	
  with	
  UX	
  	
  
Research	
  Data:	
  
Yes	
  We	
  Can!	
  
Mike	
  Fritz	
  
Paul	
  Berger	
  
UXPA	
  BOSTON	
  2015	
  
50	
  
mike.fritz@peoplefluent.com	
  
pberger@bentley.edu	
  
QUESTIONS?	
  

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Predictive Analytics with UX Research Data: Yes We Can!

  • 1. Predic've  Analy'cs  with  UX     Research  Data:   Yes  We  Can!   Mike  Fritz   Paul  Berger   UXPA  BOSTON  2015   1  
  • 2. Paul  Berger   Visi'ng  Scholar  and  Professor  of   Marke'ng,  and  Academic  Director  of   Master  of  Science  in  Marke'ng  Analy'cs,   Bentley  University   Ph.D.  Sloan  School,  MIT   Mike  Fritz   Manager  of  Usability  and  User   Experience  Research   PeopleFluent   MS  in  Human  Factors  in  Informa'on   Design  Bentley  University       Who  We  Are   2  
  • 3. Our  book:    March  2015   3  
  • 4. What  we’re  going  to  discuss  today   •  Basic  (and  not  so  basic)  predic've  analy'cs  you  can  apply  to  the  data   you’re  collec'ng  today!     •  We’ll  show  examples  using  data  garnered  from  moderated  and   unmoderated  usability  tests  and  surveys.   •  Confidence  Intervals     •  Correla'on   •  Simple  Linear  Regression   •  Stepwise  Regression   •  We’re  going  to  concentrate  on  usability  and  survey  data,  but  you  can   apply  these  techniques  to  all  kind  of  data  that  you  might  collect  using   different  methods:  interviews,  focus  groups,  card  sor'ng,  contextual   inquiries,  and  even  physiological  tes'ng,  such  as  eye  tracking,  heart   rate  variance  and  skin  conductance.       4  
  • 6.     Confidence  Intervals:    A  good  way  to  depict  them:     6   Put  simply,  a  confidence  interval  is  an  interval  which   contains  a  popula'on  value,  such  as  the  popula'on  mean,   with  some  specified  probability,  usually,  0.95  or  95%.    
  • 7.     Confidence  Intervals   7   •  Confidence  intervals  are  extremely  useful—and   even  cri'cal—to  any  UX  researcher.     •  In  fact,  it’s  easy  to  make  a  case  that  construc'ng   a  confidence  interval  is  even  more  important   when  you  have  a  small  sample  size.     •  And,  indeed,  that’s  exactly  what  we  have  in  most   usability  datasets.     •  However…consider  the  following:    
  • 8.     How  is  preparing  for  a  usability  test  and  making  a  big   bowl  of  chili  for  Sunday’s  football  game*  the  same?       *with  or  without  Tom  Brady  
  • 9. It’s  almost  the  same  amount  of  work   gehng  ready  for  4….or  8.       9   So  you  might  as  well  “serve”  8,  because……  
  • 10. You  will  be  able  to   report  out  your   findings  with  a  LOT   more  sta's'cal   authority!   10  
  • 11. Usability  Tes'ng:    It’s  all  about  the  prep  'me……   •  The  prepara'on  for  crea'ng  and  preparing  a  test  for   4  versus  8  is  almost  the  same.    That  is,  it’s  the  same   amount  of  work  to  write  up  a  test  plan,  define  the   tasks,  get  consensus  on  the  tasks,  and  coordinate  the   assets  for  the  test  whether  you’re  tes'ng  for  4  or  8.     •  Admiledly,  it’s  going  to  take  longer  to  recruit  and   actually  run  the  tests,  but  it’s  probably  a  difference  of   only  one  day  of  tes'ng.     11  
  • 12. Example:    Likert  Scale  with  8  par'cipants   12   •  Let’s  assume  you’ve  just  finished  running  a  usability  test  for   an  online  shoe  store.         •  Aner  the  test,  par'cipants  are  asked  to  rate  their  agreement   with  the  statement  “Finding  running  shoes  in  my  size  is  easy”   on  a  scale  of  1  to  5,  where  1  =  Strongly  Disagree  and  5  =   Strongly  Agree.     •  Let’s  assume  that  there  was  an  even  split  between  “3”s  and   “4”s  (4  each)  for  an  average  of  3.5.   •   The  resul'ng  95%  confidence  interval  for  the  true  mean   ra'ng  of  3.5  ±  0.45.      
  • 13. Example:  Likert  Scale  with  4  par'cipants   13   •  Now  assume  that  you  ran  the  same  test  with  only  4  par'cipants.     •  Again,  aner  the  test,  par'cipants  are  asked  to  rate  their  agreement  with   the  statement  “Finding  running  shoes  in  my  size  is  easy”  on  a  scale  of  1   to  5,  where  1  =  Strongly  Disagree  and  5  =  Strongly  Agree.     •  Again,  let’s  assume  that  there  was  an  even  split  between  “3”s  and  “4”s   (2  each).       This  &me,  you  s&ll  have  an  average  of  3.5,  but  now   your  confidence  interval  has  more  than  doubled  in   width  to  3.5  ±  0.92!  
  • 14. Confidence  Intervals:    Sample  Size  of  4  versus  8   14  
  • 16. Correla'on   16   •  The  “correla'on  coefficient”  reflects  the   rela'onship  between  two  variables.     •  Specifically,    it  measures  the  strength  of  a   straight-­‐line  rela'onship  between  two  variables,   and  also  tells  you  the  direc'on  of  the   rela'onship,  if  any.  It  is  a  numerical  value  that   ranges  between  −1  and  +1  and  is  typically   denoted  by  “r”:       −  1  ≤  r  ≤  +  1  
  • 17. Correla'on  Scenario     Scenario     •  You’re  a  usability  researcher  at  Behemoth.com,  an   employment  Web  site.     •  The  main  source  of  Behemoth’s  income  is  from   employers  who  post  jobs  on  the  site  and  buy  access  to   its  enormous  database  of  over  a  million  resumes  to   search  for  good  candidates  to  fill  those  jobs.       •  The  candidate  search  engine  is  not  great,  and  is  only   effec've  for  those  savvy  recruiters  who  know  how  to   construct  clever  Boolean  search  strings  that  yield  results   that  get  them  what  they  want.       17  
  • 18. Correla'on  Scenario     Scenario(cont.)     • You  hear  from  the  grapevine  that  Behemoth  is  about  to   spend  80  million  dollars  on  a  brand  new  “Turbo   Search”  (built  by  a  Palo  Alto  start-­‐up)  that  will   “fundamentally  change  the  way  recruiters  search  for   candidates  through  its  algorithm  that  searches  for  people,   not  keywords.”     • What’s  the  rub?  Turbo  will  kill  Boolean  search!     Dissension  in  the  ranks:     “Will  recruiters  abandon  us  if  we  abandon  Boolean  search?”     18  
  • 20. Correla'on  Scenario     Your  Challenge:     Determine  whether  killing   Boolean  capability  is  a  mistake   before  Behemoth  blows  $80   million  on  a  new  search   engine!       20  
  • 21. Correla'on  Methodology     1. Launch  unmoderated  usability  test  of  the  current   Behemoth  search  engine  to  about  300  recruiters.  All  the   respondents  are  tasked  with  finding  good  candidates   for  the  same  three  requisi'ons.     2. Aner  comple'ng  the  tasks  of  finding  candidates  for   the  three  posi'ons,  the  par'cipants  are  asked  to  rate   their  percep'on  of  usefulness  for  each  of  the  15  fields   in  the  search  engine,  on  a  scale  of  1–5,  where  1  =  not  at   all  useful  and  5  =  extremely  useful.     3.   Calculate  the  correla'on  coefficient  between  the   usefulness  of  the  ability  to  perform  a  Boolean  Search   and  the  likelihood  of  adop'on  of  the  Search  engine.       21  
  • 22. Rated  Search  Engine  Components   1.  Ability  to  search  by  job  'tle   2.  Ability  to  search  by  years  of  experience   3.  Ability  to  search  by  loca'on   4.  Ability  to  search  by  schools  alended   5.  Ability  to  search  candidates  by  date  of  updated  resume   6.  Ability  to  search  candidates  by  level  of  educa'on   7.  Ability  to  search  by  skills   8.  Ability  to  search  candidates  by  average  length  of  employment  at  each  company   9.  Ability  to  search  candidates  by  maximum  salary    10.Ability  to  search  candidates  by  job  type  he/she  is  looking  for:  full  'me,  part  'me,   temporary/contract,  per  diem,  intern    11.Ability  to  search  candidates  by  companies  in  which  they  have  worked    12.Ability  to  search  candidates  by  willingness  to  travel.  (Expressed  as  “no  travel  ability   required,”  “up  to  25%,”  “up  to  50%,”  “up  to  75%,”  “up  to  100%”)    13.Ability  to  search  candidates  by  willingness  to  relocate    14.Ability  to  search  candidates  by  security  clearance.  (Ac've  Confiden'al,  Inac've  Con-­‐ fiden'al,  Ac've  Secret,  Inac've  Secret,  Ac've  Top  Secret,  Inac've  Top  Secret,  Ac've  Secret/ SCI,  Inac've  Top  Secret/SCI)    15.  Ability  to  perform  a  Boolean  search     22  
  • 23. Dependent  Variable   Methodology:       3.  At  the  very  end  of  the  survey  ra'ng,  you  insert  the   dependent  variable  ques'on(y):       “Imagine  that  this  search  engine  is  available  to  you  at   no  cost  to  find  qualified  candidates  using  the  candidate   databases  you  currently  employ.  Rate  your  likelihood  of   adopGng  this  candidate  search  engine  on  a  scale  of  1–5,   where  1  =  not  at  all  likely  and  5  =  extremely  likely.”         23  
  • 24. Correla'on  Methodology:  Excel  Screen  Shot   24  
  • 25. Correla'on  Methodology:  Excel  Screen  Shot   25   •  We  can  see  that  the  correla'on  coefficient  is  +0.449.  What  this  tells  us  is  that  a   higher  sense  of  usefulness  of  a  Boolean  search  capability  is  associated  with  a   higher  likelihood  of  adop'on  of  the  search  engine.     •  This  also  says  that  20.2%  (100  *  (.449)  ^  2)  of  the  variability  in  likelihood  of   adop'on  of  the  search  engine  is  explained  by  a  recruiter’s  assessment  of  the   usefulness  of  having  a  Boolean  search  available.       We  can  also  determine  the  specific  rela'onship  between  the  2  variables:    
  • 27. Linear  Regression     27   •  The  fundamental  purpose  of  regression  analysis  is  to   study  the  rela'onship  between  a  “dependent   variable”  (which  can  be  thought  of  as  an  output  variable)   and  one  or  more  “independent  variables”  (which  can  be   thought  of  as  input  variables).     •  A  linear  regression  analysis  will  determine  the  best  fihng   slope  and  intercept  of  a  linear  rela'onship.     •  In  this  scenario,  we  will  have  one  independent  variable— this  form  of  regression  is  called  “simple  regression.”       •  In  our  next  scenario,  we  will  have  several  input/ independent  variables  (i.e.,  X’s)—this  will  be  called   “mul'ple  regression.”  
  • 28. Linear  Regression  Methodology:  Excel  Screen  Shot   28  
  • 29. Linear  Regression  Methodology:  Excel  Screen  Shot   29  
  • 30. Results   •  The  very  low  p-­‐value(less  than  once  chance  in  a   billion!)  indicates  that  there  is  virtually  no  doubt  that   there  is  a  posiGve  linear  relaGonship  between  the   usefulness  of  the  Ability  to  do  a  Boolean  search,  and   the  Likelihood  of  AdopGon  of  the  search  engine.   •   Furthermore(and  as  noted  earlier),    the  r-­‐square  value   of  0.202  means  we  es'mate  that  the  usefulness  of   Boolean,  by  itself,  explains  more  than  20%  of  the   responder’s  choice  for  the  Likelihood  of  Adop'on  of   the  search  engine  query.   •  The  best  fihng  (or  “least  squares”)  line  is     Yp=2.4566  +  0.460  *  X     Example:    if  X=3,  Yp=3.84     30  
  • 31. Example  2   Stepwise  Regression       31  
  • 32. Stepwise  Regression     • Your  results  trickle  upwards  in  the  managerial   chain.  Your  CEO,  Joey  Vellucci,    exasperated  by  all   the  nega've  news  that  always  comes  from  the   usability  lab,  proclaims  to  his  VP  of  development:     “These  UX  folks  remind  me  of  Agnew’s   ‘naUering  nabobs  of  negaGvism’.  Why  don’t   they  come  up  with  their  own  ideal  search   engine  instead  of  just  finding  problems  all   the  Gme  in  the  lab?”   32  
  • 33. Stepwise  Regression   Challenge  Accepted!     Stepwise  Regression   to  the  Rescue!   33  
  • 34. For  those  of  you  born  way  aner  Watergate:         34  
  • 35. Linear  Regression  Methodology   To  refresh  your  memory:     1.   You  launched  an  unmoderated  usability  test  of  the   current  Behemoth  search  engine  to  about  300   recruiters.  All  the  respondents  were  tasked  with  finding   good  candidates  for  the  same  three  requisi'ons.     2.   Aner  comple'ng  the  tasks  of  finding  candidates  for   the  three  posi'ons,  the  par'cipants  are  asked  to  rate   their  percep'on  of  usefulness  for  each  of  the  15  fields   in  the  search  engine,  on  a  scale  of  1–5,  where  1  =  not  at   all  useful  and  5  =  extremely  useful.           35  
  • 36. Stepwise  Regression  Example     3.  At  the  very  end  of  the  survey  ra'ng,  you  insert  the   moment  of  truth  ques'on:       “Imagine  that  this  search  engine  is  available  to  you  at   no  cost  to  find  qualified  candidates  using  the  candidate   databases  you  currently  employ.  Rate  your  likelihood  of   adopGng  this  candidate  search  engine  on  a  scale  of  1–5,   where  1  =  not  at  all  likely  and  5  =  extremely  likely.”         36  
  • 37. Stepwise  Regression  Example   •  Stepwise  regression  is  a  varia'on  of  regular   mul'ple  regression  that  was  invented  to   specifically  address  the  issue  of  variables   that  overlap  a  lot  in  the  informa'on  they   provide  about  the  “Y”  (the  output  variable).     •  It’s  an  automated  process  that  brings   variables  in  (and  once  in  a  while  out)  of  the   equa'on  one  at  a  'me.     37  
  • 38. The  beauty  of  stepwise  regression!     Stepwise  regression  has  2  excellent   quali'es:     1)All  variables  in  the  final  equa'on  are   sta's'cally  significant.     2)It  is  guaranteed  that  there  are  no   variables  not  in  the  equa'on  that  would   be  sta's'cally  significant.       38  
  • 39. Stepwise  Regression  Example:    SPSS  Screen  Shots   39  
  • 40. Stepwise  Regression  Example:    Screen  Shots   40  
  • 41. Stepwise  Regression  Example:    Screen  Shots   41  
  • 42. Sta's'cally  significant  variables     42   •  Ability  to  perform  a  Boolean  search   •  Ability  to  search  by  skills   •  Ability  to  search  by  job  'tle   •  Ability  to  search  candidates  by  companies  in   which  they  have  worked   •  Ability  to  search  by  loca'on   •  Ability  to  search  by  years  of  experience   •  Ability  to  search  candidates  by  level  of  educa'on      
  • 43. Stepwise  Regression  Example   Yc  =  0.528  +  0.311  *  X15  +  0.177  *  X7  +  0.121  *  X11  +  0.153  *  X1  +  0.106  *  X   +  0.106  *  X2  +  0.055  *  X6,     or,  if  we  order  the  variables  by  subscript,     Yc  =  528  +  0.153  *  X1  +  0.106  *  X2  +  0.106  *  X3  +  0.055  *  X6  +  0.177  *  X7   +  0.121  *  X11  +  0.311  *  X15.     In  other  words,  this  equa'on  says  that  if  we  plug  in  a   person’s  value  for  X1,  X3,  X6,  X7,  X11,  and  X15,  we  get   our  “best”  model  for  predicGng  what  the  person  will   choose  for  Y,  the  likelihood  on  the  5-­‐point  scale  that  he/ she  will  adopt  the  search  engine.  AND,  NOTE  THAT  ALL   THE  COEFFICIENTS  ARE  POSITIVE!!   43  
  • 44. Stepwise  Regression  Example:    Recommenda'ons   For  your  recommenda'ons,  you  produce  a  wireframe   that  illustrates  the  user  interface  for  a  new  search  home   page:     1.   Your  new  design  shows  a  two-­‐'ered  system;  a  “basic   search”  includes  the  top  seven  variables  iden'fied  as   significant  in  your  stepwise  regression  analysis.     2.   If  desired,  the  user  can  click  on  “Advanced”  search  to   reveal  the  remaining  eight  variables.    Even  though  they   were  not  staGsGcally  significant,  and  cannot  be  said  to   “add  to  the  story,”  they  nevertheless  might  be  useful  for   certain  recruiters  looking  for  a  very  specific  set  of   qualifica'ons.     44  
  • 45. Stepwise  Regression  Example:      CEO  LIKES  IT!   45  
  • 46. Our  book:    March  2015   46  
  • 47. What  we  show  you  how  to  do  in  the  book.     •  Prac'cal  Advice  on  choosing  the  right  data  analysis  technique   for  each  project   •  A  step-­‐by-­‐step  methodology  for  applying  each  technique,   including  examples  and  scenarios  drawn  from  the  UX  field.   •  Detailed  screen  shots  and  instruc'ons  for  performing  the   techniques  using  Excel(both  for  PC  and  Mac)  and  SPSS     •  Clear  and  concise  guidance  on  interpre'ng  the  data  output   •  Exercises  to  prac'ce  the  techniques,  along  with  access  to   sample  data  on  the  companion  website.     47  
  • 48. Don’t  fear  the  future…   48  
  • 50. Predic've  Analy'cs  with  UX     Research  Data:   Yes  We  Can!   Mike  Fritz   Paul  Berger   UXPA  BOSTON  2015   50   mike.fritz@peoplefluent.com   pberger@bentley.edu   QUESTIONS?