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Measures of Success: How to Quantitatively
Measure Your User Experience
Richard Dalton, @mauvyrusset




http://www.flickr.com/photos/torontorob/4044565681/
                                                      1
2
#1 Evaluate your experience against
   something you care about – is it
   meeting it’s objectives?
    @mauvyrusset #WVpdx




                                      3
4
#2 The objectives of your experience
   will likely differ from those of the
   person sitting next to you

    @mauvyrusset #WVpdx




                                          5
Users have goals
       Goals
                              … and the business has goals

Are realized through




                              Users do things to try to meet their goals
Tasks + Emotions
                              … and the business wants users to do things so it can meet its goals

Are enabled & encouraged by




                              Capabilities help users to do the tasks they want to do
  Capabilities
                              … and encourage users to do the tasks the business wants them to do

Are created & changed by




                              Projects create new capabilities
     Projects
                              Projects change existing capabilities



                                                                                                     6
#3 Measure how well tasks are
   satisfied by capabilities, not
   projects – otherwise you have
   no baseline
    @mauvyrusset #WVpdx




                                    7
8
User-driven tasks

Find an investment company                  Capabilities              Business-driven tasks
Make good investment decisions
                                                  Web              Follow Vanguard’s investing principles
Monitor my investments
                                                 Phone             Learn why Vanguard is great
Act on my investments
                                                 Paper
                                                                   Bring assets to Vanguard
Stay current on news and commentary              E-mail
                                                                   Use Vanguard's products & services
Deal with taxes                              Mobile devices
Help other people be successful investors       Radio/TV           Self-provision on the web

Help my heirs be successful at Vanguard                            Spread the word about Vanguard

                                                                   Trust Vanguard




            90 tasks grouped                635 capabilities and            45 tasks grouped
            into 8 categories               counting …                      into 7 categories




                                                                                                            9
http://filmfanatic.org/reviews/wp-content/uploads/2008/01/anfscd-parrot.png
                                                                              10
User-driven tasks

Research an item                       Capabilities        Business-driven tasks
  Get information on the item
  Find out how much the item costs                      Close the sale
                                         Item profile
  Compare the item to others like it        (web)         Buy the item
  See if other people like the item
  Save the item to look at later                        Cross sell
  Print details about the item                            See related items
  See related items
                                                        Trust us
Ready to buy                                               Believe that the site is safe and secure
  Buy the item
                                                        Spread the word
  Find out shipping costs and times
                                                          Tell other people about the item
  Find out how to pay

Tell others
  Tell a friend about the item




                                                                                                      11
Buy the item
 1
     Buy the item                               Emotional considerations
                                                  Shoppers are commonly fearful or unsure that they have chosen the
 2   Get information on the item
                                                  best product for their needs and want to “comparison shop” the price
 3   Find out how much the item costs             and/or features of several products.

 4   See if other people like the item

 5   Find out shipping costs and times          High-level design & content approach
                                                  Show recently viewed items and provide access to a “compare to
 6   Compare the item to others like it           similar items” tool.
 7   Believe that the site is safe and secure

 8   Find out how to pay
                                                Success criteria & measures – “what is good?”
 9   Save the item to look at later
                                                  The ratio of users looking at recently viewed items via the “compare
     See related items                            to similar items” tool vs. pogo-sticking back to the gallery page should
10                                                be 20:1 or better.
     See related items

11   Print details about the item

     Tell a friend about the item
12
     Tell other people about the item




                                                                                                                             12
Measures


           13
Measures vs. Success Criteria

                                        Measure                                                               Success Criteria




http://3.bp.blogspot.com/_iUXX3rF1Axo/TC0fGhmlV0I/AAAAAAAAAMw/atKJuTja0AM/s1600/butterfly+growth+chart2.jpg
http://www.clarklings.com/uploaded_images/IMG_1100-732092.JPG                                                                    14
S3.01 Tell a friend about the item              S2.03 Find out how to pay            S1.01 Get information on the item

                           S2.02 Find out                     S1.02 Find out                   S1.03 Compare the
                           shipping costs                     how much the                     item to others like it
                           and times                          item costs

                                                                     S1.04 See if
                                                                     other people
                                                                     like the item
                                                                                                                         S2.01 Buy the item

                                                                                                                         P1.01 Buy the item




                     P4.02 Tell other                   P3.01 Believe                          P2.01 See related items
                     people about                       that the site is
                     the item                           safe and secure




                                                         Drivers                                                             Outcome


Ishikawa (fishbone) diagram
http://en.wikipedia.org/wiki/Ishikawa_diagram


                                                                                                                                              15
#4 Measuring outcomes can tell you
   if a capability is failing. Measuring
   drivers can tell you why
    @mauvyrusset #WVpdx




                                           16
What’s being evaluated?                                            Measure

A.   General effectiveness in satisfying the task                  1. Completion or conversion rates
     “I’ve done it” or “Now I understand”                          2. Did future user behavior change as a
                                                                      result of this interaction?


B.   Findability of a known item                                   Speed to find the first task
     “I know where I’m going, don’t get in my way”


C.   Were the user expectations met?                               Link bounce rate
     “Oh, that wasn’t what I wanted, let me go back …”


D.   Client satisfaction                                           1. “Was this useful/helpful” surveys
     “Huh, that information was useless”                           2. “Loss of sale” surveys


E.   Was enough information provided?                              Usage of a second source of information
     “Don’t leave me wanting more info”


F.   Are users travelling the paths we expected them to?           Relative usage of one path vs. another to
     “I can’t find the link, I’ll go back to the homepage first”   identical destination


                                                                                                               17
Success Criteria

  Enduring                                 Temporary
  Use for on-going monitoring              Use for point-in-time improvement

  Measure a single solution                Compare two or more solutions
  against a predefined criteria            against one another using A/B testing

  Criteria set by past user                Point-in-time “winners”
  behavior or future expectations.         identified by test results.


  Example                                  Example
  Task: Get information on the item        Task: Print details about the item

  Loss of sale surveys should show that    A/B test two versions of the
  problems with item information           printer friendly entry point (link vs.
  account for less than 5% of lost sales   button)



                                                                                    18
#5 Ask; how would the user
   behave if we nailed the design?
   How would they behave if we
   screwed it up?
    @mauvyrusset #WVpdx




                                     19
Cultural Challenges


                      20
Sometimes people aren’t ready to listen




                                          21
#6 Be open about the uses &
   limitations of data & involve
   people early – it helps gain buy-in
    @mauvyrusset #WVpdx




                                         22
Beware good intentions




                         23
#7 Avoid misleading measures -
   temptation to use the data is
   too strong. Ask “what if the
   result is X?”
    @mauvyrusset #WVpdx




                                   24
The only thing we have to fear is fear itself
  Ostridge




http://fc05.deviantart.net/fs36/f/2008/285/4/f/You_make_kitty_scared_by_GreenLabRat.jpg
                                                                                          25
#8 Be unbiased. Don’t be afraid to
   measure things that might
   contradict your own opinion
    @mauvyrusset #WVpdx




                                     26
I’m sorry Dave. I’m afraid I can’t do that




http://img395.imageshack.us/img395/3899/hal90001600en6.jpg
                                                             27
#9   Don’t lose your perspective
     about how data fits into your
     decision-making process
     @mauvyrusset #WVpdx




                                     28
But we have over 635 capabilities!




http://www.flickr.com/photos/tammra/279392432/
                                                 29
#10 Start small. Pick a capability,
    identify objectives, define
    measures and watch what
    happens
     @mauvyrusset #WVpdx




                                      30
Thank you


 Richard Dalton
 richard@mauvyrusset.com
 mauvyrusset.com
 @mauvyrusset




                           31

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How to Quantitatively Measure Your User Experience

  • 1. Measures of Success: How to Quantitatively Measure Your User Experience Richard Dalton, @mauvyrusset http://www.flickr.com/photos/torontorob/4044565681/ 1
  • 2. 2
  • 3. #1 Evaluate your experience against something you care about – is it meeting it’s objectives? @mauvyrusset #WVpdx 3
  • 4. 4
  • 5. #2 The objectives of your experience will likely differ from those of the person sitting next to you @mauvyrusset #WVpdx 5
  • 6. Users have goals Goals … and the business has goals Are realized through Users do things to try to meet their goals Tasks + Emotions … and the business wants users to do things so it can meet its goals Are enabled & encouraged by Capabilities help users to do the tasks they want to do Capabilities … and encourage users to do the tasks the business wants them to do Are created & changed by Projects create new capabilities Projects Projects change existing capabilities 6
  • 7. #3 Measure how well tasks are satisfied by capabilities, not projects – otherwise you have no baseline @mauvyrusset #WVpdx 7
  • 8. 8
  • 9. User-driven tasks Find an investment company Capabilities Business-driven tasks Make good investment decisions Web Follow Vanguard’s investing principles Monitor my investments Phone Learn why Vanguard is great Act on my investments Paper Bring assets to Vanguard Stay current on news and commentary E-mail Use Vanguard's products & services Deal with taxes Mobile devices Help other people be successful investors Radio/TV Self-provision on the web Help my heirs be successful at Vanguard Spread the word about Vanguard Trust Vanguard 90 tasks grouped 635 capabilities and 45 tasks grouped into 8 categories counting … into 7 categories 9
  • 11. User-driven tasks Research an item Capabilities Business-driven tasks Get information on the item Find out how much the item costs Close the sale Item profile Compare the item to others like it (web) Buy the item See if other people like the item Save the item to look at later Cross sell Print details about the item See related items See related items Trust us Ready to buy Believe that the site is safe and secure Buy the item Spread the word Find out shipping costs and times Tell other people about the item Find out how to pay Tell others Tell a friend about the item 11
  • 12. Buy the item 1 Buy the item Emotional considerations Shoppers are commonly fearful or unsure that they have chosen the 2 Get information on the item best product for their needs and want to “comparison shop” the price 3 Find out how much the item costs and/or features of several products. 4 See if other people like the item 5 Find out shipping costs and times High-level design & content approach Show recently viewed items and provide access to a “compare to 6 Compare the item to others like it similar items” tool. 7 Believe that the site is safe and secure 8 Find out how to pay Success criteria & measures – “what is good?” 9 Save the item to look at later The ratio of users looking at recently viewed items via the “compare See related items to similar items” tool vs. pogo-sticking back to the gallery page should 10 be 20:1 or better. See related items 11 Print details about the item Tell a friend about the item 12 Tell other people about the item 12
  • 13. Measures 13
  • 14. Measures vs. Success Criteria Measure Success Criteria http://3.bp.blogspot.com/_iUXX3rF1Axo/TC0fGhmlV0I/AAAAAAAAAMw/atKJuTja0AM/s1600/butterfly+growth+chart2.jpg http://www.clarklings.com/uploaded_images/IMG_1100-732092.JPG 14
  • 15. S3.01 Tell a friend about the item S2.03 Find out how to pay S1.01 Get information on the item S2.02 Find out S1.02 Find out S1.03 Compare the shipping costs how much the item to others like it and times item costs S1.04 See if other people like the item S2.01 Buy the item P1.01 Buy the item P4.02 Tell other P3.01 Believe P2.01 See related items people about that the site is the item safe and secure Drivers Outcome Ishikawa (fishbone) diagram http://en.wikipedia.org/wiki/Ishikawa_diagram 15
  • 16. #4 Measuring outcomes can tell you if a capability is failing. Measuring drivers can tell you why @mauvyrusset #WVpdx 16
  • 17. What’s being evaluated? Measure A. General effectiveness in satisfying the task 1. Completion or conversion rates “I’ve done it” or “Now I understand” 2. Did future user behavior change as a result of this interaction? B. Findability of a known item Speed to find the first task “I know where I’m going, don’t get in my way” C. Were the user expectations met? Link bounce rate “Oh, that wasn’t what I wanted, let me go back …” D. Client satisfaction 1. “Was this useful/helpful” surveys “Huh, that information was useless” 2. “Loss of sale” surveys E. Was enough information provided? Usage of a second source of information “Don’t leave me wanting more info” F. Are users travelling the paths we expected them to? Relative usage of one path vs. another to “I can’t find the link, I’ll go back to the homepage first” identical destination 17
  • 18. Success Criteria Enduring Temporary Use for on-going monitoring Use for point-in-time improvement Measure a single solution Compare two or more solutions against a predefined criteria against one another using A/B testing Criteria set by past user Point-in-time “winners” behavior or future expectations. identified by test results. Example Example Task: Get information on the item Task: Print details about the item Loss of sale surveys should show that A/B test two versions of the problems with item information printer friendly entry point (link vs. account for less than 5% of lost sales button) 18
  • 19. #5 Ask; how would the user behave if we nailed the design? How would they behave if we screwed it up? @mauvyrusset #WVpdx 19
  • 21. Sometimes people aren’t ready to listen 21
  • 22. #6 Be open about the uses & limitations of data & involve people early – it helps gain buy-in @mauvyrusset #WVpdx 22
  • 24. #7 Avoid misleading measures - temptation to use the data is too strong. Ask “what if the result is X?” @mauvyrusset #WVpdx 24
  • 25. The only thing we have to fear is fear itself Ostridge http://fc05.deviantart.net/fs36/f/2008/285/4/f/You_make_kitty_scared_by_GreenLabRat.jpg 25
  • 26. #8 Be unbiased. Don’t be afraid to measure things that might contradict your own opinion @mauvyrusset #WVpdx 26
  • 27. I’m sorry Dave. I’m afraid I can’t do that http://img395.imageshack.us/img395/3899/hal90001600en6.jpg 27
  • 28. #9 Don’t lose your perspective about how data fits into your decision-making process @mauvyrusset #WVpdx 28
  • 29. But we have over 635 capabilities! http://www.flickr.com/photos/tammra/279392432/ 29
  • 30. #10 Start small. Pick a capability, identify objectives, define measures and watch what happens @mauvyrusset #WVpdx 30
  • 31. Thank you Richard Dalton richard@mauvyrusset.com mauvyrusset.com @mauvyrusset 31