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1. [19.2 Spring Release Webinar]
Get Card Sort Insights with Confidence
Wednesday, May 8th 2019
Andrew Jensen, Product Management
Sarah Tannehill, Product Management
Michael Tucker, Product Management
Karen Gifford, Product Management
Becky Wright, Product UX Research
Ryan Skinner, Product Marketing

2. Housekeeping
• Control panel on the side of your screen if you
have any comments during the presentation
• Time at the end for Q&A
• Today’s webinar will be recorded for future viewing
• All attendees will receive a copy of the
slides/recording
Let’s make sure you’re all set up for the webinar!

3. Agenda
RELEASE AT A GLANCE
CARD SORT ENHANCEMENTS DEMO
PANELIST EXPERIENCE DEMO
FEATURE SUMMARY
1
2
3
4
Q&A5
COMPETITION WINNER6

4. Launch
19.2
Tuesday , 30th April

5. UserZoom’s Product Development Roadmap
UserZoom
Builder
UserZoom
Sourcing
UserZoom
Results
Lean UX - fast pace & timely alignment
Democratization of UX across teams
Insights - rapid discovery & easy collaboration

6. 19.2 Spring Release: Faster, higher quality insights
UserZoom Resource Center
Leverage UserZoom faster
● Support articles
● Access to UZ Academy
● View What’s New
● Submit Feedback
Intellizoom Panelist Portal
An improved participant experience
leads to higher quality results
● Onboarding Experience
● Access Studies in the Portal
● My Profile & Demographics
Card Sort Results
Faster insights into how to label,
group, and structure your site
● Improved Data Visualisation
of Open & Close Card Sorts
● Time on Task
● Median Task Time
● Intuitive Dendrograms
Builder UX Sourcing Results

7. Let’s dive in and see what’s new !
Give a virtual “high five” to the entire R&D & UX team
Awesome new panelist
experience!
Delight us with
Card Sorts
Great new Resource
Center
1 2 3
Becky, Product UX Researcher
Michael, Product Manager
Karen, Product Manager Sarah, Product Manager

8. Emma
Junior UX Researcher
@UZ SHOP

9. Emma’s Story
● Supporting web product &
design teams to deploy new
features.
● Addressing findability
problems uncovered from
their analytics, on their
ecommerce platform
● Need to execute some IA testing
to understand how users group
content, then carry out card
sorts compared against current
menu structure
UZ SHOP

10. Emma turns to UserZoom to get started
● Emma hasn’t conducted a
remote Card Sort before so is
unsure where to start
● In her dashboard she notices
the Resource Center at the
bottom right of her screen
● She has option to search
support articles that could help
her create a Card Sort
● Notices a course in the UZ
Academy which she takes

11. Creating Card Sort Studies
● Emma begins creating an Open
Card Sort
● She forgets some of the details
from the Academy course, but
notices she can access Support
articles while in the Product
● Emma can successfully create
and launch her study while
referring to Support content

12. Analysing Open Card Sort
● Emma has her data for her Open Card Sort
● Refers to UZ Academy / Support content to
help her analyse Card Sort
● Emma notices Card Sort has been
redesigned within the Results Beta
● First thing she notices is individual time on
Task & Median Task time. Emma uses this to
exclude some participants

13. Analysing Open Card Sort
● Emma also notices new
Similarity Grid which helps her
understand how closely related
different cards are to one
another

14. Analysing Open Card Sort
● Emma notices Dendrogram has
been restyled, making it easier
to intuitively understand and
draw insights from

15. Analysing Open Card Sort
● Use of Cards and Categories to
help get a deeper
understanding of the data.

16. Emma
Mission Accomplished
● With little experience with Card Sort
methodology, Emma has found it simple
to self-start and get results.
● Emma now knows the Resource Center is
there to give her contextual help and
guidance when she needs it.
● The Card Sort Results make it easier to
draw meaningful conclusions and present
findings to her stakeholders.

17. Card Sort Enhancements

18. Card Sort Enhancements
Time on Task and Median Time on Task
UZ now displays the median time it takes all users
to complete the Card Sort task
Also displays the time taken for individual users
For Open Card Sorts, the number of Categories
Created and Categories Named is also shown
It’s easier to understand how simple or complex a
Card Sort was, and makes it simple to exclude
participants who sped through the study or didn’t
give it their full attention

19. Card Sort Enhancements
Intuitive Dendrograms
Dendrograms show the % level of agreement
between cards. The further to the left the cluster,
the higher the level of agreement between cards
Suggested clusters of cards are highlighted in
blue
Users can adjust the clusters formed by dragging
the agreement line left or right (closer or further
from 100% agreement)
Click on the orange nodes in an Open Card Sort
dendrogram to see which Category Names were
most often used for a cluster

20. Card Sort Enhancements
Similarity Grid for Open Card Sorts
A Similarity Grid shows you which cards were
frequently paired together by participants, and
also those that were never or rarely paired
together
It shows either the Count, Percentage, or Both of
participants who grouped two cards together
Color shading helps you to intuitively
understand the level of agreement between
two cards. Dark Blue = High Agreement
Use this to start to draft out your high-level
menu structure

21. Card Sort Enhancements
Results Grid for Closed Card Sorts
Results Grid replaces Frequency by Item view
in current results
Columns can be sorted in ascending or
descending order
The numbers represent how often a card is
placed in a Category - either as Count or
Percentage
Color shading helps identify which items are
frequently placed in a Category
Closed Card Sorts are used to understand where
users think items or cards belong within your
conceptual framework for a menu structure

22. 18.4 19.1 19.2 19.3
Launch of new Results Beta
Support limited question types
Transcriptions
Fall Release
New Card Sort results
Spring Release
Support all classic question types
Multimedia thumbnails in Results
Winter Release
New Click Test results
New Tree Test results
Summer Release
Realizing our UX insights vision
Sunset legacy Results

23. Panelist Experience
Demo

24. Mary-Beth
● Works part-time
● Educated
● Medium income level
● Young children

25. Panelist Experience
● Higher sign up conversion
● Increase of key demographic
information collected
New Simple, Friendly Sign Up Process for Panelists

26. Panelist Experience
● Successful onboarding of
panelists so they know how to
give high quality feedback
● Practice study is the first
study available - panelist
learns how to give TOL
feedback, resulting in higher
quality results
Practice Study in the Portal

27. Panelist Experience
Easy to change their settings, including language preferences
● Easy for panelists to self manage their
settings, such as updating their
password, and deactivating their account
● Panelists can also update their language
preference

28. Panelist Experience
Simple for panelists to update their profile, and answer more detailed demographic
questions
● Panelists can provide deeper profile
information
● Will lead to better study targeting,
resulting higher quality feedback
● Panelists can track their level of profiling

29. Mary-Beth
An Engaged IntelliZoom
Panelist!
● Real-time access to studies
available
● Ability to update her profile
to receive more studies
● Easily manage her account
settings

30. New Look, More Engagement
IntelliZoom Panelist portal brings panelist engagement together in one place
● Marketing landing page
● Improved onboarding experience
● Panelist login & forgot password
● Panelist access to available studies
● Panelist access to update settings
● Deeper profiling for better targeting

31. Builder UX Enhancements

32. What’s New in UserZoom!
UserZoom’s new Resource Center
1
2
3
Search and read
knowledgebase articles
Access the UserZoom
Academy!
4
Got Feedback? Submit a
ticket or make a feature
request
Next Up: Page-specific content, and content
based on user behavior

33. Q&A

34. Contact your Research
Partner or Account
Manager for further
details.
Want to learn more?
Visit our blog
https://www.userzoom.com/blog
Visit our Vimeo Channel
https://vimeo.com/userzoom
Visit the UserZoom Academy
https://academy.userzoom.com/

35. THANK YOU
Questions? Get in touch with your Account Manager
Visit www.userzoom.com/contact-us
Or reach out directly
MARKETING@USERZOOM.COM CALL US: 866-599-1550