Moving from Vision to Design: User-Centered Methods for New Product Definition

Seminar by Dorothy M. Danforth for the IEEE Computer Society Leading Professional Seminar Series. – 30 minutes

It’s a common scenario: A company is planning a new product or significant redesign. There have been various discussions about how the product should have a “great user experience” and “focus on the user.” But, there are also conflicting ideas on what a great experience might entail, along with competing priorities for what the product absolutely must do to be successful in the marketplace. ​

Where to begin? How do you break through the confusion and move towards a clarified product vision? Whether a large established corporation or lean start-up, organizations struggle with progressing from early ideation into clear requirements and a tangible design phase. This webinar will explore ways to leverage user experience design methods in the very early stages of the product life cycle.

This session covers the following:

  • An overview of practical user research and design planning methods useful for early stage products and redesigns
  • Strategies for leveraging these methods to refine a product’s vision and ensure features are tied to user goals
  • Examples of how keeping a focused eye on user needs can help resolve conflicting priorities and promote product team alignment

Scoping and Pricing UX Projects for Consultants

“We’d like to work with you, please send me your rates…”

It’s a simple request, but one that can easily stump a newly minted UX consultant. When starting out, many independent consultants charge based on the going rate offered by the hiring firm. However, there is often room to negotiate a better deal. In other situations, the client is looking to the consultant to set pricing. So how, exactly, do you determine what to charge?

Read more on Giant UX…

Sample Project
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Tips for Establishing User Research in an Organization

Q. How was God able to create the world in seven days?
A. No legacy system.

Unlike “God” in this corny systems integrator joke, our realities constantly require us to deal with legacy; systems, processes, and attitudes. This article discusses some critical success factors for getting back credible, valuable research data. It also provides some ideas on project management and obtaining stakeholder buy in. Many of these tips come directly from real project experiences, so examples are provided where applicable.

Be Prepared for Setbacks

A good friend and mentor of mine once told me—after a particularly disappointing professional setback—that it’s quite possible to do everything the “right” way and for things to still not work out. What he was saying, in short, is that not everything is in our control. This understanding liberated me to start looking at all my efforts as a single attempt in an iterative process. As a result, when starting something new to me, I tend to try out a range of things to gauge a baseline for what works, what doesn’t, and what might have future potential. Anyone who has adopted this approach knows that as time passes, a degree of mastery is achieved and your failure percentage decreases. This doesn’t occur because you are better at “going by the book”. It happens because you get better at identifying and accounting for things outside your control.

That said, whether you are trying to introduce a UXD practice into your organization, or are just looking to implement some user research, the most realistic advice I can offer is the Japanese adage; “nanakorobi yaoki” orfall down seven, get up eight.”

Account for Organizational Constraints

You don’t need a cannon to shoot down a canary. Be realistic; consider the appropriateness of your research methods in context with organization’s stage and maturity. It will not matter how well-designed or “best practice” your research is if the results cannot be adequately utilized. Knowing where you are in the lifecycle of a company, product, and brand will help set expectations about results. In this way, a product’s user experience will always be a balance of the needs of the user with the capacity of an organization to meet those needs. If you are developing in a small startup with limited resources, your initial research plans may be highly tactical and validation focused. You’ll probably want to include plans that leverage family and friends for testing, and rely heavily on existing third party or purchased research. Alternately, a larger organization with a mature product will need to incorporate more strategic, primary research as well as have use for more sophisticated methods of presenting and communicating research to a wide range of stakeholders.

Foster a Participatory Culture

Want buy-in? Never “silo” your user research.

Sometimes, particularly in large corporations, there can be a tendency for the different departments to silo or isolate their knowledge. This can be for competitive “Fiefdom Syndrome”[1] reasons, or more often than not, simply a lack of process to effectively distribute information. However many the challenges, there are some very practical, self-serving reasons to actively communicate your UXD processes and research. First, because anyone in your organization who contributes to the software’s design is likely to have an impact on the user experience,  it’s your job to ensure that those people “see what you see” and are empowered to use the data you find. Second, UXD is an art, and like anything else with a degree of subjectivity you’ll need credibility and support if you want your insights and interpretations accepted. Lastly, UXD is complex process with many components; you will get more done faster if you encourage active company wide participation.

Tips on fostering participation:

  • Identify parts of your UX research that could be performed by other functional areas E.g. surveys done by Customer Care, usability guidelines for Quality Assurance, additional focus group questions for Marketing
  • Offer other areas substantive input into user testing, surveys, and other research. E.g. Add graphic design mockups into a wireframe testing cycle and test these with users separate from the wireframes
  • Discuss process integration ideas with the engineering, quality assurance, product, editorial, marketing and other functions. Make sure everyone understands what the touch-points are.
  • In addition to informing your own design efforts, present user research as a service to the broader organization; schedule time for readouts, publish your findings, and invite people to observe testing sessions.

Understand the Goals of your Research

Are you looking to explore user behaviors and investigate future-thinking concepts? Or, are you trying to limit exploration and validate a specific set of functionality? There is a time and place for both approaches, but before you set out on any research effort it is important that you determine the overarching goal of your research. There are some distinct differences in how you implement what I’ll call discovery research vs. validation research—each of which will produce different results.

  • Discovery Research, which can be compared to theoretical research, focuses on the exploration of ideas and investigating users’ preferences and reactions to various concepts. Discovery research is helpful for new products, innovations, and some troubleshooting efforts. This type of research can compliment market research, but unlike focus groups, UXD discovery research explores things such as unique interaction models, or user behaviors when interacting with functionality specific to search or social media.
  • Validation Research, which can be compared to empirical research, focuses more on gauging users’ acceptance of a product already developed, or of a high or low-fidelity prototype that is intended to be a design that will guide development. While a necessary aspect of the UXD process, validation research tends to be more task-based and less likely to call attention to certain false assumptions or superseding flaws in a systems design than discovery research might. An example of a false assumption that might not be revealed in validation research is the belief that an enhanced search tool is necessary. The tool itself may have tested very well, but the task-specific research method failed to reveal that the predominant user behavior is to access your site’s content through a Google search. Therefore, you might have been better off enhancing your SEO before investing in a more advanced search.

Crafting Your Research Strategy

Just as in any project effort, it is vital to first define and document your goals, objectives and approach. Not only does this process help you make key decisions about how you want to move forward, it will serve as your guidepost throughout your project, helping you communicate activities to others. After the research is conducted it provides credibility to your research by explaining your approach. A well -crafted research strategy provides an appropriate breadth and depth for a more complete understanding of what we observe. Consider small incremental research cycles using various tactics. An iterative, multi-faceted methodology allows for more cost efficient project life-cycles. It also mitigates risk since you only invest in what works.

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Figure 2: an example of a “Discovery” research strategy developed for a media company. The strategic plan consisted of; audits, iterative prototypes, user testing & various events.

Consider a Research Calendar

 A research calendar can help you manage communication as well as adapt to internal and external changes. It can help track research progress over time, foster collaboration, reduce redundancy, and integrate both team and cross-departmental efforts. A good research calendar should be published, maintained, and utilized by multiple departments. It should include recurring intervals for items such as competitive reviews and audits, calibrated to the needs of your product. Your calendar doesn’t have to be fancy or complicated; you can use an existing intranet, a company-wide Outlook calendar or even a public event manager such as Google or Yahoo! calendar. Regardless of the tool, your research calendar can help prevent people from thinking about user research as a “one up” effort. User research should be considered a living, evolving, integral part of your development process—a maintained research calendar with a dedicated owner appropriately conveys this. If your company is small or you are just getting started with user research, consider collaborating with other departments to include focus groups, UAT events, and QA testing to the calendar as well. Not only will it foster better communication it may also result in the cross pollination of ideas.

Be Willing to Scrap Your “Best” Ideas.

It’s easy to become enamored with an idea or concept, something that interests us, or “feels” right—despite the fact that the research might be pointing in a different direction. Sometimes, this comes from a genuine intuitive belief in the idea, other times it’s simply the result of having invested so much time and/or money into a concept that you’re dealing with a type of loss aversion bias[2]. Even after years of doing this type of research, I have to admit this is still a tough one for me, requiring vigilance. I have seen colleagues, whom I otherwise hold in high regard, hold on to ideas regardless of how clear it is that it’s time to move on.  This tendency, to find what we want to find and to structure research to confirm our assumptions, is a always a possibility in user research. And while it can be
mitigated by process and methodology, it still takes a degree of discipline to step back and play devil’s advocate to your best, most fascinating ideas and look at them in the harsh light of the data being presented to you. Ask yourself: am I observing or advocating? Am I only looking at data that supports my assumptions, casting a blind eye to anything that contradicts? It can be a painful process, but if the idea can hold up to objective scrutiny, you might actually be on to something good.

Questions About This Topic?

I’m happy to answer more in-depth questions about this topic or provide further insight into how this approach might work for you in your company. Post a comment or email me at dorothy [at] danforthmedia [dot] com

Danforth-Media-Logo-SmallABOUT DANFORTH MEDIA
Danforth is a design strategy firm offering software product planning, user research, and user centered design (UCD). We provide credible insights and creative solutions that allow our clients to deliver successful, customer-focused products. Danforth specializes in leveraging user experience design (UXD), design strategy, and design research methodologies to optimize complex multi-platform products for the people who use them.

We transform research into smart, enjoyable, and enduring design.
www.danforthmedia.com

 


[1] Herbold, Robert. The Fiefdom Syndrome: The Turf Battles That Undermine Careers and Companies – And How to Overcome Them. Garden City, NY: Doubleday Business, 2004.
[2] “Loss Aversion Bias is the human tendency to prefer avoiding losses above acquiring gains. Loss aversion was first convincingly demonstrated by Amos Tversky and Daniel Kahneman.” -http://www.12manage.com/description_loss_aversion_bias.html

Foundations For A Great User Experience

User Experience professionals are commonly called upon to fix a problematic design or help drive product enhancements. There is a wealth of research methods to help assess the success of an existing interface. But what about the early phases of a new product or concept? Do these same methods still apply? How can you best tailor your approach to gather useful input when your product and/or company are still in the formative stages?

For this presentation, Dorothy M. Danforth will discuss various low overhead, high-impact research methods available to Web Designers and UX professionals when creating new products, scenarios for when and how to use these methods, as well as general insights on how to get the most out of early stage R&D processes. Some illustrative examples and ideas from past product-concept research efforts will be provided.

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User Experience Design Myths

This article attempts to dispel some common myths you may have heard about adopting user research or a user-centered design approach.

We Don’t Need UXD Because…

  • Our users are early adopters, or are our employees…
  • We are just trying to create a technical proof of concept…
  • We work iteratively in an Agile development environment…

Whatever the reason, consider this, there is no demographic that likes a poorly designed product. UXD foundations are arguably the most direct and efficient means to a well designed product. They can be adapted to any type of application or product lifecycle stage. Therefore, while your product may not need a complex UXD process or a specialized UXD team, the basics of user-centric design are always appropriate and will unilaterally result in a better product when appropriately applied.

UXD is Too Expensive

UXD methods can easily be modified to fit your budget. Each research method in this guide can be adapted to be implemented inexpensively and with very meager resources. In fact, an appropriately defined research plan should reduce costs by getting you much closer to what your end users want with far fewer problems post release. Maintenance costs related to unmet or unforeseen user needs can be as high as 80% of the overall development lifecycle costs. (Pressman, 1992) There is good reason why UXD is a growing field within software design; it shows a strong ROI.[1]

UXD Slows Down the Development Cycle

UXD can reduce and simplify the product development process. A common misconception about user-centric design is that it adds to, and slows down the development cycle. And yes, UXD can be incorporated in such a way that it needlessly adds time to the process. However, it does not have to. In fact, as early as 1991, a study found that usability engineering demonstrated reductions in the product development cycle by 33 to 50%. (Bosert, 1991) A well integrated, process-appropriate UXD effort will not only produce a more successful product, but will reduce development time and costs.

UXD is mostly useful for Consumer Products

Some form of UXD is useful for any system a user can interact with. Can users easily find what they need? Are common tasks simplified and not an unnecessary drudgery? Are the labels clear and do they use commonly accepted terms? All these UX related questions are as relevant to a consumer-focused e-commerce site as they would be to a billing operations system. UX Methods can be adapted and applied to information/marketing interfaces as well as transactional applications. The main difference is the goal, i.e. successful UXD on a consumer product usually drives more sales; while success in an operations system usually takes the form of higher adoption rates and increased productivity.

UXD Only Affects the Presentation Layer

UXD is more than skin deep. Don’t get me wrong, with a background in the arts; I see the value in making things look good, and most people respond to a pleasing visual design. But thinking of UXD as a presentation layer process will substantively limit its ability to improve your product. A good example of how UXD has an impact on functionality is in the case of faceted categorization for parametric searches[1]. User Research can not only help you determine how these fields should be laid-out, but how to categorize the data, what to name categories, and what kind of search groupings users want.

User Research will help us Define the Right User Experience

Well, you can try. But it is important to understand that there is no single “correct” user experience for a product. The process of interpreting the results of User Research and deciding how the resultant insights should be translated into final designs is probably best considered an art informed by science. It’s quite possible (and common) to have two totally different, yet viable, directions that both address the same user goals and requirements. (In these cases, additional criteria can be used to determine what direction to take i.e. budget, time, brand alignment, other features etc.) Despite its inherent lack of absolutes, User Research can, however, give you the best educated-guess possible regarding your users behavior, addressing upwards of 80% of issues before taking a product to market.

User Research is Market Research

User research is not market research. While there is a strong brand/marketing component to user experience design, the research methods are distinct with different methodologies, considerations and results. Unlike market research, UX research is less concerned with what features are available, or what the marketing messages are, as it is with how successful a specific design is in articulating its features and how usable and accessible the product is for the end user.

Market research is business-centric; it uses the analysis of data in an attempt to move people to action. While user research is (you guessed it) user-centric, its goal is to analyze user behaviors and preference to better design for them. Often, these two are means to the same end. Sometimes however, there is a conflict. An e-commerce website could have a promotional pop up screen that most users find annoying, despite the fact that it generates a good deal of revenue. The UXD practitioner should be free to advocate for the users’ goals, and the marketer for the business’ goals. Any resulting compromises should be considered in the broader context of the company’s brand.

User Research is only useful During Requirements Gathering

While very useful during requirements gathering, there are real benefits of incorporating this research throughout the software development lifecycle. Validation is a big part of user research. What in the design phase sounded like a good idea and tested well, might not work as well in its final implementation. There are a number of inevitable changes and revisions that occur during development. It’s important to retest and validate your release after all the pieces of the puzzle have been put together. This can be achieved with participant-based user testing or by providing structured feedback mechanisms in a beta or limited pilot program.

Here are some sample User Research methods for each phase of the software development lifecycle:

  • High-Level Requirements

o    Ethnographic Studies

o    Concept Prototypes & Testing

o    Surveys with a Broad Focus

o    Competitive Reviews

  • Detailed Requirements

o    Validation Tests for Screen and Workflows

o    Tactical Surveys

o    Graphic Design Reviews

  • Development & QA Testing

o    Validate Changes and Workarounds

  • Release/Deployment

o    Feedback Forms

o    User-centric Beta or Pilot Testing

  • Maintenance

o    A/B Split Testing