Showing posts with label UX Books. Show all posts
Showing posts with label UX Books. Show all posts

Wednesday, October 3, 2018

Mobile UX London Competition Winner

I’m very excited to announce the winner of the ticket to Mobile UX London this year.

MUXL 2018’s focus is User-Centred Design and how new technologies are going to change the way we design for these new modes of interaction. This year, the 2018 conference includes topics such as Virtual Reality, Artificial Intelligence, Augmented Reality, connected cars and homes, voice first, and mobile gamification.

When MUXL donated a ticket to UX Mastery, we gave people in our community the opportunity to grab it by explaining how they might benefit by going along to the conference. We got some great responses!

The winning entry is the submission we thought was the most articulate reason for attending.

So, without further ado, the winner of the competition is…

Sam Westwood!

Sam Westwood - Sumdog/MUXLSam works for Sumdog, which he describes as an ‘an educational learning app that is dedicated to closing the attainment gap in schools’. He is using the opportunity to learn more about AI, voice first systems and mobile gamification to help further the app. What a great reason!

Sam’s entry:

“I’m a UX/Product designer in the UK. Our company runs an educational learning app that is trying to close the learning gap between rich and poor students. You mention a few topics the conference covers. Virtual Reality, Artificial Intelligence, voice first and mobile gamification are all areas we are looking into expanding, already having setup AI and voice first systems in the company. From a personal point of view, I’d love to attend my first conference in London, and would really use the opportunity to learn.”

Runners Up

There were some other great entries that deserve a mention too. For their efforts, they’ll take home their choice of UX Mastery ebook. Here they are:

Anson Wong

I am working as a UX Consultant in London, and I would love to attend MUXL Conference in London. Living in the midst of 4th industrial revolution, technologies such as IOT, AI, AR will greatly transform the way we live and interact as a society, and UX will play a crucial role in facilitating this transformation. The opportunity to learn from the experts in their field would help me gain further understanding in the evolution of the human-machine relationship.”

Sarah Millner

I am a UX Researcher with the government. We are just beginning to work through displaying complex content on mobile devices, which is a huge difference from my previous experiences in the private sector. A huge part of my role is simply educating a complex, old-school bureaucracy that the upfront work of user engagements is worth the overall reduction of work once a product is live and used by a global user base. The conference will help me begin articulating the needs for smaller screens.”

A big thank you to everyone who participated!

You can get a 15% discount for Mobile UX London 2018, which is being held on the 20th November, using code UXM15. For more information on speakers and event details, visit https://mobileuxlondon.com/muxl2018/

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by Amber Maurer via UX Mastery

Ask the UXperts: Living in Information — with Jorge Arango

Living with information is an inherent part of life these days. Sites like Facebook, Wikipedia or your bank’s website are more than products or tools – they create contexts that change the way we interact, think, understand, and behave. In many ways, they function like places.

Thinking about them like this gives designers of these information environments some conceptual tools to help them create products and services that better serve our needs.

In our next Ask the UXperts session we’re going to examine this idea with a guy that literally wrote the book on it. Introducing Jorge Arango.

The Details

Meet Jorge Arango

Jorge ArangoJorge Arango is an information architect and strategic designer. He partners with product, design, and innovation leaders to create digital places that make people smarter. In addition to his consulting practice, Jorge also teacheswrites, and speaks at global design conferences.

Jorge is the author of Living in Information: Responsible Design for Digital Places. You can find it on Rosenfeld Media or Amazon.

Some Questions to Inspire You

  1. Can software UIs create contexts that influence how our users think and act?
  2. If yes, do we have more responsibility as designers of these kinds of systems?
  3. Are there wider implications of our work that we might not consider?

How to Ask Your Questions

If you can’t make the live session but have questions, we’d love to collect them ahead of time and we’ll ask Jorge on your behalf. You can ask them in the comments below. We’ll publish the responses (along with the full transcript) in the days following the session.

How does Ask the UXperts work?

These sessions run for approximately an hour and best of all, they don’t cost a cent. We use a dedicated public Slack channel. That means that there is no audio or video, but a full transcript will be posted up on here in the days following the session.

The post Ask the UXperts: Living in Information — with Jorge Arango appeared first on UX Mastery.


by Sarah Hawk via UX Mastery

A Brief Introduction

UX Education

Image: Robin Cave. Copyright: Ux Mastery.

Exciting change is afoot at UX mastery and its a real honour to be apart of it. I can’t recall seeing an online community so engaged and excited to talk about all things UXD. There is a genuine spirit to help each other learn and grow and to achieve greater knowledge and success.

The world is seeing a huge demand for UX practitioners to engage users and help convert traditional business models into the world of human centred design. This growth brings opportunities and challenges for all involved.

The role of UX education in this phase is crucial. Not just within the classroom, but within industry too. This is the theme we are investigating from the perspective of schools, teachers, industry and the Uxer’s trying to make sense of it all.

Demand and supply is high, but is one out-stripping the other?
Is there really a straight line from education to gainful employment?
What type of junior practitioners are schools producing and what does industry actually want from them?

Exploring this problem space brought me into contact with many people representing many facets of the UXD ecosystem. Their stories and perspectives gave me great insight into the current state of play in the industry and where things may be heading. There will be a feature article later next week representing these views. In the meantime, I had a great interview with David Travis, one of the foremost educators of User Experience Design in the world.

He talks about the unique opportunity we all have in this game, and highlights the ways we can maximise these opportunities. His verve is genuine and inspiring. You can find David’s article here.

The post A Brief Introduction appeared first on UX Mastery.


by Richard Buck via UX Mastery

Things UX Designers Should Know – A conversation with David Travis

There is a flood of prospects at the beginning of their careers trying to break into the field of UXD and just as many are transitioning from their current career as mature age professionals. It’s inevitable then, due to inexperience in the practice, that many will have gaps in their game.

I was lucky enough to sit down with one of the foremost educators of User Experience, David Travis, to pick his brain about what he thinks are some important areas of attention for aspiring and current professionals in the industry.

What do you see current graduates or practitioners struggling with when they first enter the field?

There are five things I see people struggle with when they first enter the field. These are:

Self design
Thinking product first, not user first
Believing user likes are user needs
Thinking that “Big Data” is better than “Thick Data”
The Oracle misconception

SELF DESIGN

One problem I see in new UX’ers is that they fail to realise they are designing for people other than themselves. For example, when making design decisions they focus on what they like or what works for them or what’s fashionable.

Now, a core concept at the heart of user experience is, “You are not the user”. Intellectually, this is simple to understand but even the brightest UX designers seem to forget it as soon as they get in front of Sketch or any other prototyping tool… At that point, they begin to make design decisions based on their own experience.

Although this is an easy issue to understand, in my experience it’s the hardest for people to overcome. In fact, I think the only way you can overcome it is by immersing yourself in your users’ world: their context and behaviour. In practice, this means observing usability tests, going out on field visits, reading about users, getting first hand experience of their world. It’s very Zen like: you must almost become one with the user to prevent self-design.

You’ll often hear this characterised as “gaining empathy for the user”. That’s definitely an element of what you’re trying to achieve. You want to feel what it’s like to walk in their shoes. It takes work but when you follow that path of user immersion you get immediate, practical insights: for example, you might discover that the 10pt grey text that looks so good to you doesn’t work for your end users because they’ve got poor vision, or they sometimes forget their reading glasses. You may even discover that the team’s great idea for a new product doesn’t solve a problem for the user.

THINKING PRODUCT FIRST, NOT USER FIRST

The second misconception I see is people mistaking a field visit with a usability test. For example, a designer will say to me, “I want to do research on my product but I have no one to talk to because we don’t have any users yet”.

Well that’s a red flag.

That product will almost certainly fail, because the designer is thinking product first instead of user first. Instead of thinking about the product in discovery (the earliest stage of design), people need to think about the users. A good question to ask is “What meaningful activity do users carry out with my product or service?” Whatever your answer to that question, that’s the thing that you go out and research.

So if you’re taking a prototype with you when you’re doing early stage research, you’re not doing discovery at all… what you’re doing is usability testing. I’m sure you’re familiar with the Double Diamond approach that’s been popularised by the Design Council: the idea is that there is this important phase in discovery where you are trying to understand the needs of users before you come up with any prototypes or any ideas about the way that thing could look.

But most people forget that first part of the design process, or gloss over it. They start their research once they have got a definite product idea.

This is a problem because if you do research on a prototype web site, you’ll end up with a web site. If you do research with a prototype mobile app, you’ll end up with a mobile app. But your audience may have no need for a web site or mobile app. That’s what I mean by thinking product first. If the product is the start of your user research then it’s already too late. To overcome this, you have to believe user needs are more important than any product ideas you have. This is because understanding user needs will ultimately help you become truly innovative and develop much better products.

USER LIKES ARE NOT USER NEEDS


UX researchers will often show users a prototype and be influenced by what users say they ‘like’. For example, the researcher will show participants two alternative designs and ask which one they prefer.

Now obviously we want people to like our designs. But a raft of evidence shows that people are not very good at having insight into what’s best for them. I think this quotation from Rob Fitzpatrick captures it perfectly:

“Trying to learn from customer conversations is like excavating a delicate archaeological site. The truth is down there somewhere, but it’s fragile. While each blow with your shovel gets you closer to the truth, you’re liable to smash it into a million little pieces if you use too blunt an instrument.” (Rob Fitzpatrick, The Mom Test).

Asking people what they like is too blunt an instrument. A lot of the time, people may not have a strong preference but they’ll give you an answer, even if it’s not deeply held. To be more delicate, you must ask what works best for users. That means not focusing on what they like but focusing on what they do.

This is about believing that behaviour is more important than opinions.

User’s may well prefer Design A over Design B. But if they are more successful with Design B — that is, they are more successful at achieving their goals — then that’s what you choose. It’s not about what users like; its about what they perform best with.

BIG DATA VS THICK DATA

Why is it that people are more likely to believe the results of a survey of 10,000 people than a usability test of 5? People believe that having a large sample size must make the data more robust and reliable. But the data won’t be more robust and reliable from your survey if you’re not asking the right questions.

Nevertheless, people seem to believe that Big Data (quantitative data from surveys and web analytics) is somehow better than Thick Data (qualitative data from usability tests and field visits).

In fact, both kinds of data are important. Big Data tells us what’s happening, but
in order to do really great design we need to understand why things are happening — and that’s where Thick Data comes in. Big Data helps us identify areas where we should be doing in-depth UX research. And what we discover in field research and usability tests identifies the things we should be checking in our surveys, web analytics and multivariate testing.

Sometimes I wonder if this love of Big Data is actually based on a fear of speaking with users. Thick Data requires you to get face-to-face with your users. But real people can be unpredictable. They can make you feel uncomfortable. It’s easy to skirt this issue by sending out a survey or by studying your web analytics. That way, you can convince yourself you’re doing UX research while not having to get face-to-face with users.

Another example of this “fear of speaking with users” is the growth of remote, un-moderated usability testing. This is where users record themselves doing tasks and then upload the video to a Cloud-based server for you to watch afterwards. You don’t observe the user in real time: they work entirely on their own.
At first sight, it looks like a reasonable example of qualitative research.

But it’s not. If you’re not there to speak to the user you can’t find out why they are doing certain things.

What’s unique about the discoveries from qualitative research is that we often don’t know what we don’t know; we don’t know the questions to ask until we see people behave.

Do you think that’s a symptom of the companies commissioning these tests not properly understanding UXD, or does it fall on the UX Designer?

I think that novice UX designers and researchers tend to do what the client says or what their development team says. For example, their team might say, “Go out and do a survey to find out what people want from our product”. So that’s what they do, rather than pushing back and asking, “What hypotheses do you want to test? What questions do you have? What is it that you want to find out?”. A survey may be a good way of finding that out, but it might not be. So this is about understanding the problem before deciding on the best way to answer it.

THE ORACLE MISCONCEPTION

This is about the UX designer thinking they need to be the expert. Caroline Jarrett captures this well when she writes (https://twitter.com/cjforms/status/485001003226648577), “User researcher’s fallacy: ‘My job is to learn about users’. Truth: ‘My job is to help my team learn about users’”.

An important part of the UX researchers’ job is to act as a facilitator, not just the person who does UX research. The findings from UX research aren’t useful if they live inside the researcher’s head. The findings need to be part of the development team’s consciousness. You need to immerse the team in the research to help everyone gain competence in understanding users and their needs.

The notion that the team is bigger than the individual is true in many areas of UX. For example, in the face to face courses I run we do a prototyping application activity where we split people into small groups of 3 or 4 and they create paper interfaces. This is very different to the way they normally prototype, which is on their own in front of a computer screen. The upshot is that people discover for themselves that design is best when you have multiple people involved. The problem with an electronic prototyping tool like Sketch is that one person is in control of the mouse, which means one person does the design rather than involving the whole team.

It also applies in other areas like expert reviews. We know from the literature on expert reviews that one expert will find about 75% of the usability problems that would be found if you had 5 experts doing the review. No matter how good you are, no matter how much of a guru you are in UX, you won’t find all the usability problems.

But UX designers and researchers don’t always want to believe this, especially those new to the field. They think they have to appear as an expert. If they don’t present themselves as the oracle of all things user, they worry they will appear weak. In fact, it’s a sign of strength to involve other people in UX research: not just users of course but the team too. That’s a misconception that people find difficult to overcome. Rather than think you need to answer every question thrown at you, become an expert in the process: “I don’t know the answer to that question, but I know how to find out”.

The post Things UX Designers Should Know – A conversation with David Travis appeared first on UX Mastery.


by Richard Buck via UX Mastery

Thursday, August 30, 2018

Community Sketching Challenge

I AM EXCITED!

Our community have decided to embark on a 100 Day Sketching Challenge and we’d love you to join us.

Rather than reinventing the wheel we’re going to follow Krisztina Szerovay’s awesome 100 days of Visual Library Building structure. The idea is that we develop (or hone) our sketching skills, build a fantastic UX visual library that we can utilise in our future work, and have some fun. Krisztina lists a whole lot more benefits in her Medium article.

How it works

Starting this Monday 3 September I will post 3 objects or concepts related to UX each day into this planning topic on our community forums. You can follow along at a pace that suits you. That may mean sketching each day or it may mean catching up on the weekend. There are no rules. We encourage you to share your work in the topic if you’re comfortable doing so. We can all encourage each other.

Sketching Resources

Here are a few resources to get you started. If you’re new to sketching for UX I’d strongly recommend watching this excellent prep video from Dave Gray: Visual Thinking Basics

Krisztina has also created some amazing sketching resources. She publishes a free UX Knowledge Base Sketch each week at https://uxknowledgebase.com/ and has an excellent course on Udemy called Sketching for UX Designers. She has kindly created a $9.99 coupon code especially for the UX Mastery community. You can take advantage of that here.

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by Sarah Hawk via UX Mastery

Monday, August 20, 2018

Mobile UX London 2018 ticket giveaway

Calling all UXers in the London area!

Mobile UX London is holding their annual conference on November 20th, and they have very kindly offered us two tickets to give away to our community!

This year the conference focus is User-Centred Design and how new technologies are going to change the way we design for these new modes of interaction. Thinking along the lines of Virtual Reality, Artificial Intelligence, Augmented Reality, connected cars and homes, voice first, or mobile gamification.

All you need to do is comment on this post and let us know how you would benefit from attending Mobile UX London.

To be eligible for this opportunity you must be a current UX practitioner (NOT from an agency or software provider) and live in the area (or be able to get to the conference location at your own expense).

Looking forward to hearing from everyone!

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by Amber Maurer via UX Mastery

Thursday, July 12, 2018

Review: User Research – Methods and Best Practices by Interaction Design Foundation

This is a review of the online course User Research – Methods and Best Practices by Interaction Design Foundation.

This is part of our series of reviews of online UX courses. Read some of our other reviews or see our full list of online UX courses.

Course Information

  • Course Name: User Research – Methods and Best Practices
  • Creator: Interaction Design Foundation
  • Length: The estimated time to complete this course is a total of 13 hours 22 mins spread over 9 weeks.*
  • Intended Audience: This is an intermediate-level course recommended for anyone involved or interested in product design and development.
  • What You’ll Learn: What qualitative research is, how you can incorporate it into your own design process, and how to plan and carry out a range of research projects.
  • Assumed Knowledge: Some basic knowledge of UX and research principals would be useful, but the course is intuitive enough for a beginner to benefit from it.
  • Price: US $13/month paid yearly for as many courses as you like.

* They’re quite specific with their estimates!

Review

It’s been a while since I did any online training and I’d forgotten what to expect so I was both surprised and impressed by the format of this course. My first impression was excellent. Upon initial login I was met by a screen which very clearly laid out how the course works, how much time I should expect to invest, how long I’ll have access, and my favourite bit – the option to add the course schedule to my calendar. As a person that frequently starts things off with a bang and then lets them fizzle out as I get busy, an ongoing calendar prompt is a big win. So nice one on that front, IDF.

IDF course introduction screen

The course introduction screen delivered lots of valuable information.

The first thing I noticed when I started work was that this course is very content heavy. The introductory video was long and fairly onerous. It could have been half as long and delivered the same message.

As I moved through the first exercise I found that the variety of content types (video, reading, exercises, diagrams etc) helped to break things up, but is still pretty heavy going. You have to be feeling sharp when you sit down to work. A mix of presenters keeps things interesting and students are frequently encouraged to think about how the topic of discussion relates to their environment, which helps the ideas to stick.

Mini quizzes at the end of each section ensure that you are keeping up and not just skimming, which is clever. These questions, along with a running timeline to demonstrate your progress are good for the motivation. As the course progresses the quizzes become assignments and their score weight increases. I was very impressed by how thoroughly the assignments are explained, often giving sample answers to keep you on the right track.

Mini quiz at the end of a section.

Mini quizzes at the end of each section help with staying focussed.

The structure of the lessons is well thought out. An idea is introduced and clearly explained through text or video. Real life examples are used frequently which helps with conceptualising, and sections are well summarised at their completion. There are plenty of supplementary links to extra reading and resources relating to key ideas.

Templates for planning research projects.

Templates are provided which give you a framework on which to apply the concepts to real life situations.

The course took me longer than the suggested timeline, but that didn’t really bother me. It was very easy to pick up where I left off and it was easy to jump back to refresh my memory when necessary. This course doesn’t offer mentoring but you do have the support of an online community of learners which is helpful for feeling connected and bouncing ideas around. It culminates in a final assignment at the end of Lesson 8 and assuming you get a score of 70% or above across the whole course, a certificate is awarded.

A congratulations screen.

Fun imagery along the way helps with the motivation!

Pros

  • A very well planned and structured course with an intuitive UI;
  • Excellent, clear explanations of processes and ideas;
  • Good use of real life examples; and
  • Interesting, relevant quizzes along the way which allow you to apply context to your thinking.

Cons

  • Some videos were an hour long which made it hard to stay focussed; and
  • Occasional minor spelling mistakes irked me.

Summary

This course is excellent and I highly recommend it for anyone that has space to really focus and make the most of it. This is not a course that you can skim – the content goes deep and you have to work hard to apply it to real world situations but it’s worth it. I look forward to taking my second IDF course.

  • Content (how useful, up to date, practical, and comprehensive): 10/10
  • Delivery (presentation style, pace, clarity, authority): 8/10
  • Production (video quality, audio quality, editing): 9/10
  • Overall rating: 9/10

Take this course.

 

The post Review: <em>User Research – Methods and Best Practices by Interaction Design Foundation</em> appeared first on UX Mastery.


by Sarah Hawk via UX Mastery

Saturday, April 28, 2018

Book: Orchestrating Experiences

By Chris Risdon and Patrick Quattlebaum.
Foreword by Marc Rettig
Paperback: 336 pages
Published May 2018, Rosenfeld Media Books
ISBN: 1-933820-73-X
Digital ISBN: 1-933820-74-8

 

We’re excited to preview the new book Orchestrating Experiences: Collaborative Design for Complexity by Chris Risdon and Patrick QuattlebaumIt’ll be available to the public for purchase on May 1, and you can save up to $12 off the book if you pre-order from Rosenfeld Media by April 30.

Customer experiences are increasingly complicated—with multiple channels, touchpoints, contexts, and moving parts—all delivered by fragmented organisations. How can you bring your ideas to life in the face of such complexity? Orchestrating Experiences is a practical guide for designers and everyone struggling to create products and services in complex environments.

What is this book about?

Good designers must thrive in tackling complicated challenges; it is becoming increasingly complex to define and target products and services. This, and a greater focus on creating unique or differentiated experiences, provides us with an opportunity to be a uniting voice for cross-functional teams. To create better experiences, however, means taking on challenges. We must reconsider how we understand customer journeys; reassess our choices in tools, processes and methods; and find ways to work as cross functional groups:

  1. Moving towards a holistic view of complicated journeys that unfold over time, across channels, platforms, locations and people;
  2. We all have processes, methods, and frameworks for which we rely on understanding and solving design problems. But as we expand the lens through which we look at the customer experience, we’re realising we need to be agnostic of different design disciplines to deftly evaluate our design challenges and determine the best approaches
  3. Re-thinking how we organise ourselves, unifying disparate parts of the organisation. Silos need to be lowered and cross-functional groups united with our own response to the everlasting question: ‘How do we define a shared process for tackling these new challenges together, and reach across the organisation?’

The contents gives a clear indication the book was written by Chris and Patrick to impact practices in a way that matters and which lasts.

Part I: A Common Foundation

Looks at the key concepts involved in understanding how experiences can be designed.

Chapter 1: Understanding Channels
Chapter 2: Pinning Down Touchpoints
Chapter 3: Exploring Ecosystems
Chapter 4: Orienting Around Journeys

Part II: Insights and Possibilities

A practical outline of how teams can adopt a customer-centric view, and how they can identify opportunities for improving experiences.

Chapter 5: Mapping Experiences
Chapter 6: Defining Experience Principles
Chapter 7: Identifying Opportunities

Part III: Vision and Action

Techniques and advice for collaboratively generating ideas and crafting visions that unite and inspire action.

Chapter 8: Generating and Evaluating Ideas
Chapter 9: Crafting a Tangible Vision
Chapter 10: Designing the Moment
Chapter 11: Taking Up the Baton

 

Who are the authors?

Chris Risdon (Twitter @chrisrisdon) is currently director of design for peer-to-peer carsharing service Getaround, but was previously head of design for Capital One Labs. He’s an alumni of the pioneering experience design consultancy Adaptive Path where, as design director he introduced and advanced new methods in design. Chris holds an MFA in design from the Savannah College of Art and Design and is an adjunct professor at the California College of the Arts, teaching interaction design and service design to the next generation of designers.

Patrick Quattlebaum (Twitter: @ptquattlebaum) is a designer, management consultant, and founder at studioPQ. He helps organisations experiment with and adopt collaborative approaches to designing service experiences and the operations that support them. He too hearkens from Adaptive Path, where he was managing director, before moving to become head of service design at Capital One when they acquired the consultancy. He is also a passionate design instructor, having taught thousands of practitioners in North America and Europe. He holds an MS in Information Design and Technology from the Georgia Institute of Technology. You can follow him on Twitter  and @studiopq. Designer, consultant, & teacher.

 

 

Who is this book for?

You’ll likely find this book on the shelf beside design books, but it is relevant to anyone involved in defining and creating products or services. In particular, if you’re working in environments with many channels, touchpoints and contexts, and as part of fragmented, siloed organisations attempting to deliver them, this book will equip you and your team to design better experiences together.

It does focus on cross-functional and collaborative teams, and argues strongly for why these are necessary when dealing with complex environments.

The book is pitched at three types of readers:

  1. Product and service practitioners of all stripes – people involved in defining strategies for customer experiences, designing or delivering them, or managing the activities involved.
  2. Lead roles and aspiring team members wanting to create impactful experiences at scale
  3. Executives and managers seeking customer-centred experiences as part of leaner operations

It includes fresh approaches for expanding your toolkit and designing collaboratively. It presents language and models to help teams engage, and concepts with high aims in fostering cross-functional collaboration, building empathy with customers and more effectively taking advantage of customer journeys.

How to make the most of this book

In the foreword, Marc describes the aspirations of the readers: ‘You are buying the book because you’re excited by what it describes, and you aspire to implement these practices’.

He’s right. That why we buy books. But I know that the application of knowledge in the books I read is never as easy as simply understanding what needs to be done. Marc acknowledges this, and arms us with tools to make better use of what we learn – patience, persistence, and “a habit of celebrating small steps”. He also gives us two bits of sage advice:

  1. Find a collaborator or two for this epic voyage. Don’t try it alone.
  2. Don’t launch straight into one of the workshops. Use Chapter 11. Use it all year as the brief for applying the rest of the book.

When you first pick up the book, there’s no way to predict the particular way it will take root in your work. As Marc says, ‘You have to live through the process of change to find out’.

What do others think? 

“You’ll blow past your competition, as you shift from shipping discrete functionality to seamless end-to-end experiences.”
Jared Spool, Maker of Awesomeness and Co-CEO of Center Centre/UIE

“By including workshop plans throughout Orchestrating Experiences, Patrick and Chris give the reader a way to make complex ideas immediately actionable.”
Jon Kolko, Partner, Modernist Studio

“Hands down the best hands-on guide for service design. Love the in-the-trenches advice and step-by-step detail.”
Jess McMullin, Principal, Situ Strategy

“Every interaction the customer has around your brand contributes to the story of their experience. This book provides actionable advice to tell a powerful story your customers will love.”
Katie Dill, Vice President of Design, Lyft

 

It’ll be available to the public for purchase on May 1, and you can save up to $12 off the book if you pre-order from Rosenfeld Media by April 30.

UX Mastery received a free review copy of this book from Rosenfeld Media but does not receive any commissions from sales. Please support one of our industry’s best publishers by purchasing directly from the Rosenfeld website.

The post Book: Orchestrating Experiences appeared first on UX Mastery.


by Luke Chambers via UX Mastery

Thursday, April 19, 2018

Best Practices for Agile UX Testing

Every product manager’s dream is to launch a product or new feature that is perfect for their customer right out of the gate. But we know this is hardly ever the case.

It’s only through experience, and repeated user feedback using user experience testing, that we learn to tweak our product’s features and interface according to our users’ conscious or unconscious demands.

Over the last two decades, agile and sprint based development has enabled an efficient and effective product management – development team – design team feedback loop. The next stage in the Agile revolution is to add the customer and the user to this cycle, through Agile user experience testing (Agile UX Testing).

Test small, test often

Conducting market research and usability testing used to be an expensive and lengthy process. That’s why it was typically performed only once, or maybe twice during the design and development of new products and features. Since UX testing was often done towards the end of the product development cycle, the feedback gained was often used more as a “validation” exercise than an “exploratory” exercise.

It’s now possible to set up a UX test script in 5 minutes, receive qualitative picture-in-picture responses (webcam view recording of respondents + screen recording + audio + quantitative data) within hours, and add the customer and the user to the agile software development feedback loop.

You can even run a user test for every sprint, and for every design and development iteration. This iterative process avoids the risk of putting together a complete prototype and realising far too late that there is a flaw in the design that should have been dealt with in the early development stages

You don’t need to run these tests with large sample sets. It’s a rule of thumb within the usability industry that 5 participants going through a qualitative picture-in-picture recording session like that of Userlytics.com will allow you to uncover 80% of the usability and user experience issues in a design.

See who is testing your product

It’s important to always have your target persona front of mind. It helps you look at your product through the lens of your customer – as much as possible.

However, it’s impossible to fully immerse yourself as your own customer no matter how hard you try. If you can’t be them, watch them. The best feedback you can get on your product is from the users its meant for.

Online remote tests with only screen recording and audio don’t allow you to know if the person providing the feedback is truly your target persona. Including a webcam view of participants adds a whole new level of depth and details to your qualitative UX testing insights. You can start to verify whether the person is actually your target persona, and better understand their contextual surroundings as they interact with your UI and answer questions. By being able to visually analyse the tester you can track their real-time emotional/physiological reactions to the product.

It’s always better to actually see people use your product. 

When launching a test with Userlytics, you can use demographic filters and set screener questions to ensure their global participant panel provides you with a tester that fits your persona. They also track participant location via their IP, and review every result to reject or approve it through their QA process.

Getting feedback on your product is always great, but it’s even better when the feedback is from participants that match your target persona.

Moderated vs. unmoderated vs. hybrid

For lab-based user testing, moderated testing (a UX researcher guiding the respondent) used to be the norm. The advent of new technologies allowed UX researchers to conduct moderated sessions on a remote, online basis, using screen sharing platforms like GoToMeeting, Webex, Zoom, Skype, Hangouts and so on. The problem is scalability. UX design researchers only have so much time to moderate target participants, let alone conduct the project management and scheduling and logistics required to manage a moderated usability testing process.

When Userlytics and its peers in the industry invented unmoderated usability testing, the economics, time requirements and scalability of user testing advanced by orders of magnitude. The drawback? A rigid non-personalisable test script.

In other words, a single UX researcher could manage tests of hundreds or even thousands of respondents, anywhere in the world, at a fraction of the time, and cost required for moderated or in-lab UX testing. However, it was not possible to adapt the unmoderated test script according to the answers and actions of each respondent, which would be possible with moderated usability testing.

But that problem has now been solved, through conditional logic (“branching” or “skipping” logic). The most advanced UX testing platforms have a hybrid approach that marries the scalability, speed and economics of unmoderated user testing with the personalisation of moderated user testing by leveraging branching logic. When branching logic is applied to a given task/question in the test script, it redirects the tester to a new task/question depending on their response to the prior question or task. Through branching logic you can essentially replace the moderator’s function through creating a customised set of instructions to different testers depending on their actions.

Branching logic creates more personalised tests.

Efficient analysis

In an agile sprint where time is short, you need to get to your analysis quickly. Rapidly and economically launching a user experience test is only part of the equation. Reviewing and analysing the results, and decision-making in a timely manner is the other half. If you launched a test with 30-minute sessions of 10 participants, you and your colleagues have 5 hours of video to watch, analyse, make annotations, and pull insights so as to enable product and UI optimisation. 100 participants would imply 50 hours. This time adds up quickly.

When you’re working in sprints, you needs results quickly.

Your user testing platform should provide the tools you need to quickly review participant sessions, leverage searchable, time stamped & hyperlinked audio transcriptions to locate the most interesting actions and comments, add & share hyperlinked and shareable annotations, and create & share highlight reels.  

Benchmark your product

Learning from how your users engage with your product is one way to ensure a positive customer experience. It’s also important, however, to see how your product compares to your competitors through benchmarking.

Benchmarking your prototype designs against each other, against existing production assets, and against your competition will allow you to identify additional opportunity areas where you can improve your usability design to create a superior customer experience.

The best way to do this is using pre-formatted system usability scale questions with automatic calculations of the resulting score. You can also use comparison metrics such as net promoter score, time on task, and success/failure, which allow you to quantitatively measure your usability and user experience against different design iterations and against the competition, or best practice websites and apps. “If you are not measuring, you are not managing”

TestFlight and Google Play equivalent

Testing your product early in the process is essential. However, once your mobile app prototype reaches a high fidelity stage and is on the Appstore or Google Play, you need to have a process for testing the apps prior to production.

Some platforms use testing apps, which may have the drawback of incompatibility with the tested app and the Testflight app. Others like Userlytics use an approach that does not require any kind of SDK or testing app, therefore avoiding potential usability testing pitfalls.

Conclusion

An agile UX testing approach takes an iterative customer-centric approach, providing many small sample tests with your target persona at every stage of the product lifecycle allowing you to optimize your product prior to launch. Like having your customers form a seamless whole with your sprint teams. This strategy reduces time and money wasted in design and development and results in a much higher customer engagement and satisfaction score.

If you want to learn more about agile UX, or how to launch an agile UX testing process you can schedule a demo here

We just wanted to let you know this is a sponsored post. Every now and then, we partner with people and companies doing awesome things. Read more about UX Mastery sponsorship here

The post Best Practices for Agile UX Testing appeared first on UX Mastery.


by Brenden Martin via UX Mastery

Tuesday, April 17, 2018

Ask the UXperts: Building Accessible Apps — Amir Ansari & Kelly Schulz

Our next ‘Ask the UXperts’ session is all about an amazing journey into digital accessibility.

Amir Ansari and Kelly Schulz are partners in appsforall – a project that seeks to help people create more accessible apps. Their target audience is product owners, app developers and designers. Their mission is to provide the tools, resources and guidelines necessary to start the process of re/building apps with accessibility and inclusion in mind.

In this session we’ll

  • learn how they’ve approached educating and building empathy amongst their own teams
  • find out about their challenges and how they approached them
  • talk about how we can lead the way with understanding our responsibilities and implementing good processes

If inclusive design is a part of your manifesto then this is the session for you.

The Details

Meet Amir Ansari

Amir AnsariAmir Ansari heads up the User Experience Practice at Transpire – a consultancy that aims to create impactful, design lead digital products that empower businesses and make a difference.

He has a team of wonderful, talented and friendly UXers helping to make people’s lives easier.

Amir has done his 10,000 + hours (over 18 years) of practice designing and leading designers, and is passionate about creating inclusive and accessible experiences that leave people feeling engaged and empowered. He likes to do all that with a smile on his face.

Meet Kelly Schulz

Kelly SchulzKelly joined Telstra (Australia’s largest telecommunications company) in 2007 and has worked to improve customer experience for all customers.

With five years leading Telstra’s Complaint Analysis & Insights Team, she has a deep knowledge of how product, process and system design plays a significant role in the lives of consumers.

Born with a rare, genetic, eye condition, Kelly has been legally blind since birth. Now responsible for Telstra’s Accessibility & Inclusion strategy, Kelly’s approach focuses on building awareness, and an accessibility conscience, to foster inclusion of customers, employees and their communities living with disability.

How does Ask the UXperts work?

These sessions run for approximately an hour and best of all, they don’t cost a cent. We use a dedicated public Slack channel. That means that there is no audio or video, but a full transcript will be posted up on here in the days following the session.

The post Ask the UXperts: Building Accessible Apps — Amir Ansari & Kelly Schulz appeared first on UX Mastery.


by Sarah Hawk via UX Mastery

Thursday, April 12, 2018

How to Develop Project Ideas for Your UX Portfolio

If you’re trying to launch your UX career, you probably already know that having an amazing portfolio is key to landing your dream job in the field.

As an aspiring UX designer, you probably also have tons of great ideas that you want to turn into fully-designed portfolio projects. But how do you learn the right process to follow to turn those high-level ideas into comprehensive and well-researched projects that will impress employers?

Don’t worry – you’re not alone. We’ve spoken with dozens of experienced designers and hiring managers over the past year as we’ve built up our Design Portfolio Starter Kit to try to understand just what makes an impressive junior UX portfolio and how new designers can maximize their chances of creating a portfolio that will help them get a job.

Even when you’re just starting out, you need the right mix of projects in your portfolio.

In this article, I’m sharing a few of those tips to help you build your own amazing UX portfolio.

Figure out what types of UX work interest you and become an expert

First things first: what types of projects should you include in your portfolio?

The simple answer is that you should focus on what interests you most, and develop a deep expertise in that specific area of UX design. Employers want to hire candidates that have a demonstrated interest and expertise in the specific type of work they’ll be spending most of their time doing. So take time to figure out what interests you the most and then dive deep.

If you don’t know what kind of UX work interest you most, do a simple test. Spend a few hours browsing and using a variety of different websites and apps (use a site like Awwwards or CSS Winner for ideas). Take careful notes of what you enjoy most about them, writing down details about the sites and apps you like using most.

After a few hours, take a look at your notes and try to identify any patterns in the things you liked most. Were you most impressed by how easy it was to use certain apps and websites and logically find the information you were seeking? You might be interested in information architecture.

Did you get the most pleasure out of the visual aesthetic of some of the apps you were using? Then a role as a user interface designer might be best for you. Also pay attention to the types of products you enjoy working on, whether that’s mobile apps, ecommerce stores, or startup websites.

Whichever type of UX/UI design you find yourself gravitating towards, start to develop a deep expertise in that field. Simultaneously, employers love well-rounded designers so be sure to supplement your studies with learning about broader design principles as well.

For instance, if you decide to focus on UI design, make sure you fully understand research, user flows, and user testing so that your designs are informed by well-tested UX processes. And if you’re more interested in pure UX or information architecture work, learn about design principles like grids, color theory, and typography, as well as fundamentals like hierarchy and repetition so that you can turn your research and user flows into beautiful final products (or at least work well with designers who can).

Once you’ve decided which subset of the UX field to focus on, it’s time to come up with project ideas.

Come up with projects that solve real problems

Early in your UX career, your portfolio will probably feature a lot of projects that you’ve come up with on your own. While having “real work” in your portfolio is always great, employers understand that you won’t necessarily have real projects to show when you’re just getting started. If your portfolio is going to be comprised of mostly theoretical work, it’s absolutely crucial for those projects to focus on solving real problems.

There are a few different ways to solve real problems with your first few UX projects. The most straightforward way is to think about problems that exist in your daily life or in industries you’re interested in and brainstorm how you could create a UX project to solve those problems.

For instance, if you’re interested in sports but live in a city, you could create a website or mobile app that makes it easy for anyone to find local intramural sports teams they can join. Or if you are passionate about nonprofits but have trouble finding places to buy nonprofit apparel, you could design an ecommerce site where nonprofits can sell their products. It’s really as simple as that. Spend 30 minutes writing down industries you care about, and problems in those industries, and use that as a basis for your project ideas.

Another easy way to solve real problems with your projects is to launch your own side project. There are thousands of great side project ideas you can design and launch in just a few weeks, so do the same exercise of writing down a list of possible side projects you could work on and choose the one that excites you most and can leverage the type of UX work you want to do. This could be creating an ecommerce site where you sell prints of your own artwork, an online course where you teach a specific skill, or anything else you care about!

From here, it’s time to move on to the actual project creation process, the most crucial step.

Follow the correct process – don’t skip steps

One of the biggest pieces of feedback from hiring managers is that many junior design portfolios showcase beautiful single screen designs without any context behind the project.

You’ll really impress employers by highlighting your process in your portfolio.

You can design the most beautiful landing page imaginable but if you don’t have a process behind it and a story explaining how you got to the final design, employers will move on to another candidate. After all, they want to hire someone who can solve problems, iterate on their designs based on research and testing, and ultimately reach the final design only after completing those steps.

If you have a great idea for a project, it can be tempting to jump right into Sketch or InVision to wireframe and prototype the idea right off the bat. We recommend taking a breath and following a few steps before that phase, steps that you’ll need to follow in any client or job setting.

First, do research. Look at similar products to see how they tackled the same problem. What decisions did they make that you like and what about their designs don’t you agree with? After this, create user personas, outlining who is actually going to be using this product and why they’re going to use it. What are their primary goals when interacting with this product?

Next, get your ideas out on paper. Sketch out thumbnails of what the design could potentially look like. These don’t need to be too detailed – get every idea, good or bad, down on paper in 20 minutes. Next, depending on the complexity of the project, you might need to create a user flow to show how the user will move through the full web or app experience. From there, create wireframes and ultimately prototypes.

At this phase, it’s time to test. Get a “sample user” (a friend or peer) to test out the wireframe or prototype. Watch how they use it and ask them to explain what they like and dislike about it. Based on their feedback and how they naturally use the prototype, make adjustments as needed. From there, it’s finally time to create it into a high fidelity design, incorporating colour and typography and ensuring that the designs are consistent across screens.

It’s a pretty straightforward process that so many people choose to ignore, but we’ve been told by many hiring managers that following this process will help you stand apart from so many other UX designers.

Showcase your projects as detailed case studies

Most recruiters only spend around 60 seconds reviewing a portfolio before they decide whether to give the candidate an interview. So it’s absolutely crucial to cleanly and logically showcase your projects on your portfolio site. You should show every project as a case study so employers can understand your thought process and get a feeling for how you’d solve similar problems if you worked for them.

Start by outlining the initial problem, how you approached solving it, and then showing your process as you went. This can include early wireframes and sketches and then slowly show the iteration of the project, including details of when you received feedback (and from whom) as you went. Also be clear about your role on the project if you had any help. Finally, show the beautiful final designs mocked up.

Conclusion

So get out there and come up with ideas for your first UX portfolio projects!

Creating your first UX portfolio is an exciting process. Even though it can feel overwhelming, try to take it one project at a time. Think about problems you really care about solving and don’t be afraid to be ambitious. Employers will respect you more for the complex problems you’re trying to solve than the beautiful visuals you end up creating.

If you ever need help coming up with project ideas for your portfolio or need guidance to actually turn your ideas into full-formed final designs, check out the UX Design Portfolio starter kit we created at RookieUp, which includes tons of projects, resources, and guides to help you craft an amazing portfolio on your own.

How did you create your first UX portfolio? What types of projects did you use for examples? Leave a comment here or share your tips in the forums!

The post How to Develop Project Ideas for Your UX Portfolio appeared first on UX Mastery.


by Alec McGuffey via UX Mastery

Monday, March 26, 2018

How UX Designers Can Become Better Team Players

If we asked you to list the most important qualities of a UX designer, things like creativity, empathy and technical skills would no doubt spring to mind. But aside from these fundamentals, what really separates the best from the rest?

The answer? Teamwork. The most accomplished UX designers are kings and queens of collaboration. They have mastered the art of communication, and know just how to connect with those around them to leverage fresh perspectives and new ideas – all in the name of great UX.

That’s because great designers recognise that UX is universal. It isn’t merely the aesthetics of a product – it’s a culture, one that puts the user first and determines whether a brand succeeds or fails. UX needs to be a team effort, and more often than not, it’s up to the UX designer to get everyone on board.

To truly excel at your job, you need to make sure that teamwork is at the heart of what you do. This means collaborating effectively and maintaining strong relationships with your peers. So how do you go about this? Look no further than our five key pillars of UX teamwork.

Empathy

There’s a very easy way to become a better team player: empathy. It’s time to practice what you preach, but forget the user for a minute and focus on your colleagues instead. Spend some time getting to know each department, finding out what they do and understanding their goals.

For smoother collaboration with your closest colleagues, it can be useful to step into their shoes for a day or two. Consider picking up some key frontend skills so you can communicate more technically with the developers, or spend a day shadowing the UI team to see how they work.

Empathy isn’t just for users – try stepping into your coworkers’ shoes.

In the professional world, empathy is important for a number of reasons. The better you know and understand your coworkers, the easier it becomes to recognise how your own work impacts theirs – and vice versa. If you know what motivates your colleagues, the easier it is to pitch your ideas in a way that appeals to them.

Empathy is also key when it comes to handling conflict. Not everyone will like your designs or agree with your decisions, so you need to be ready to discuss, explain and negotiate at any given moment. If you’ve already established a culture of mutual understanding, these conversations will proceed much more smoothly.

Just as empathy for the user enables you to design great experiences, empathy for your colleagues will greatly improve the UX of your professional environment.

Honesty

As a UX designer, you will find yourself working with people who care immensely about the product – but are not necessarily experts in the field of UX. It’s your job to understand their vision and translate it into something that the developers can bring to life. A tricky balancing act if ever there was one.

When bridging the gap between what the stakeholders want and what’s technically possible, managing expectations can be a real challenge. Ultimately, honesty is the best policy. Be realistic about what’s achievable, even if this means having to quash certain ideas as soon as they are put forward. At the same time, be open about your progress and communicate any changes as and when they happen.

An honest, realistic approach keeps everyone on the same page and avoids last-minute surprises. Keep all key stakeholders in the loop at all times and you can’t go wrong.

Trust

Teamwork is all about trust, so make sure your colleagues know that they can rely on you. As Paul Towers points out“Without each party trusting one another, the ability to come to an agreement or consensus on an issue is always going to be compromised.”

Building trust takes time, but relies on a very simple formula: keep your promises, deliver what you say you will, and meet your deadlines. This ties in with the previous point about honesty: if you’ve agreed on certain design elements with, say, the product manager, make sure you deliver them – or communicate and discuss why you can no longer do so.

How else can you build trust? Through consistency. Be consistent in terms of your methods and actions – even if it’s something seemingly insignificant, such as posting a weekly progress report in the company chat or delivering your work in a certain format. However subtle, establishing certain routines and protocols helps to create structure and reinforce the message that you are trustworthy and dependable.

Inclusivity

Empathy works both ways, so give your colleagues the chance to understand and be part of the UX design process. I’m not suggesting you set them to work on wireframes, but it is important to take an inclusive approach. If you want to encourage a user-first mindset across the whole company, you need to be willing to share what you do.

Why not put together a brief presentation, outlining your methods and processes? Not only does this provide valuable insight into your work, it also helps to build enthusiasm. If you can show your coworkers from other departments just how important user-friendly design is to the overall success of the brand, they will certainly be much more supportive of your mission.

An open mind

Last but not least, go to work with an open mind. Good designers are excellent listeners, always ready to hear new ideas and suggestions. We’re all users, after all, and you can broaden your horizons tenfold if you seek fresh perspectives. Who knows – your colleagues from other departments may just have the solution to your latest UX challenge.

When working on new ideas, invite your coworkers to take a look and provide feedback. Coming from a non-design background, they will be able to tell you if your approach is indeed as user-friendly as you’d hoped. If you really want to experiment with collaborative UX, consider installing a whiteboard in a common space. Jot down your current design challenge and invite others to add their ideas!

Wrap-up

As a UX designer, it can be tempting to operate as a lone wolf. You’ve mastered your craft, after all, and working autonomously often seems like the quickest way to get things done. But to ignore the importance of teamwork is to miss out on the diversity of ideas, inspiration and feedback that is crucial to great UX. With these five strategies, you are well on your way to becoming a better team player – and with it, an even better UX designer.

What do you think are the most important soft skills for UX designers? Leave a comment or let us know in the forums!

The post How UX Designers Can Become Better Team Players appeared first on UX Mastery.


by Emily Stevens via UX Mastery

Thursday, March 8, 2018

Transcript: Ask the UXperts: Efficiently Organise and Utilise Your Research Findings — with Benjamin Humphrey

Efficiently organising research findings so that we can effectively use them to their greatest benefit is often a pain point. Luckily help is at hand, in the form of Benjamin Humphrey.

Benjamin is co-founder of Dovetaila new product that helps teams understand their customers through analysis of user feedback and qualitative research.

We were lucky to have the opportunity to pick Benjamin’s brain in our Slack channel yesterday. It was one of the busiest sessions we’ve hosted but he managed like a trooper.

If you’re interested in seeing what we discussed, or you want to revisit your own questions, here is a full transcript of the chat.

Transcript

hawk
2018-03-07 23:04
The formal intro:
hawk
2018-03-07 23:04
Benjamin is a co-founder of Dovetail, a new product that helps teams understand their customers through organization and analysis of user feedback and qualitative research. Dovetail is kind of like Google Docs meets Trello, designed specifically for researchers and product managers.
hawk
2018-03-07 23:04
claudia.realegeno
2018-03-07 23:04
Do you find it easier to structure by primarily by participant, by event, or some other method?
hawk
2018-03-07 23:04
Prior to starting Dovetail, Benjamin was a lead designer at Atlassian working on JIRA Agile, the growth team, and Atlassian’s cloud platform. He led design initiatives to bring consistency and modernity to Atlassian’s cloud offerings and was heavily involved in shaping Atlassian’s new design language, “ADG 3”, and their new product Stride.

Benjamin is a multi-disciplinary designer working across research, user experience, interface design, and frontend development.

hawk
2018-03-07 23:05
Thanks heaps for your time today @benjamin – we appreciate it.
hawk
2018-03-07 23:05
Can you give us some history and a brief intro on the topic?
hawk
2018-03-07 23:05
Then we’ll get into questions.
benjamin
2018-03-07 23:05
Hey everyone!
benjamin
2018-03-07 23:05
Thanks for joining :slightly_smiling_face:
krisduran
2018-03-07 23:05
Thank you @benjamin for doing this today and sharing your experience!
benjamin
2018-03-07 23:06
As @hawk mentioned I’m a product designer, ex-Atlassian, and now founder / CEO of a SaaS startup focused on building a great product for teams to manage customer feedback & user research.
taraleeyork
2018-03-07 23:06
Hi everyone
benjamin
2018-03-07 23:06
I’d love to talk about anything to do with research, product design, and generally just building great products since that’s my passion.
benjamin
2018-03-07 23:06
To give you a few ideas for topics: advocating research inside a data-driven organization, the relationship between designers / researchers / PMs, collecting, storing, organizing, and analyzing data, sharing knowledge and getting buy-in with stakeholders, escaping the daily grind and setting long term visions, design / research team org structure, and more.
kaselway
2018-03-07 23:06
Well! There’s 7k people here so it’s a bit of chaos!
hawk
2018-03-07 23:07
Cool. Are you ready for questions?
benjamin
2018-03-07 23:07
Specifically the topic is about research data organization / sharing – but I’m also happy to expand beyond that if you have more general questions for me about design or reseach :slightly_smiling_face:
benjamin
2018-03-07 23:07
@hawk yep!
hawk
2018-03-07 23:07
Ok team, shoot…
hawk
2018-03-07 23:07
From @rachelreveley What can you do when you use various tools to create different deliverables such as Google Slides, Axure, Foundation etc?
maadonna
2018-03-07 23:08
How do you avoid re-researching the same things over and over? i.e. how do you make old research information available to start with, and only researching what you don’t know (I have never seen a team do this well – everyone just seems to re-research)
benjamin
2018-03-07 23:08
Hmm. What do you mean by “what can you do”? As in, how can you consolidate everything into a single deliverable / outcome?
taraleeyork
2018-03-07 23:08
What do you do when a client/employer tells you they don’t have a budget for research?
frankenvision
2018-03-07 23:09
Q: What inspired you to create Dovetail?
benjamin
2018-03-07 23:09
I think one of the problems I’ve seen in research is that there isn’t really a ‘standardised’ set of tools that researchers use. Unlike designers, which have Sketch / Photoshop / InVision emerging as the platform. Researchers still have a really disparate collection of digital and physical tools
benjamin
2018-03-07 23:09
They also tend not to talk to one another
rachelreveley
2018-03-07 23:09
Yes. I find that I end up with lots of very different pieces and have to somehow link them together
rvaelle
2018-03-07 23:10
And tips on being efficient on organizing and analyzing data? Not getting overwhelmed with data.:fearful:
benjamin
2018-03-07 23:10
@rachelreveley Right. I don’t feel like I have a great solution for you, to be honest. I think the variety in process / methods / and tuning the output to the stakeholders means that the number and type of tools you’ll use varies so much between projects
isha
2018-03-07 23:10
Wow – that’s a lot!
benjamin
2018-03-07 23:11
In the past everything tends to end up in a document or slideshow
benjamin
2018-03-07 23:11
which is not ideal, imo
benjamin
2018-03-07 23:11
part of the issue is that the raw data is disconnected from the output
rachelreveley
2018-03-07 23:11
They do. the closest to a solution so far is Basecamp but I’m not a huge fan.
benjamin
2018-03-07 23:12
Until there’s something that can suck in a bunch of data in different formats and let you manipulate that, analyze it, distill it, then spit it out as a great output for stakeholders, I think you’re a bit stuck with what we have today
benjamin
2018-03-07 23:12
At Atlassian we talked a lot about the “IDE” for people
benjamin
2018-03-07 23:12
Using that metaphor of developer IDE’s who have lots of powerful features
benjamin
2018-03-07 23:12
What’s the IDE for designers? PMs? Researchers?
benjamin
2018-03-07 23:13
I don’t think there’s a strong story yet for the latter
benjamin
2018-03-07 23:13
But you can see software emerging for the first two
benjamin
2018-03-07 23:13
Anyway, I’ll move on!
jamie
2018-03-07 23:13
What do you find is the best way to present your findings not only to stakeholders but to team members both in design and tech streams?
danielle
2018-03-07 23:13
What’s IDE?
james.g.jenner
2018-03-07 23:13
IDE = Integrated Development Environment.
benjamin
2018-03-07 23:14
@claudia.realegeno I’m architecting an in-house database to store research findings and struggling with how to incorporate tagging capabilities and account for events where there were multiple attendees. How do you handle these challenges in a world of normalized databases? Do you find it easier to structure by primarily by participant, by event, or some other method?
guido
2018-03-07 23:14
Intentionally Difficult Employees
guido
2018-03-07 23:14
oh
guido
2018-03-07 23:14
well, almost got it
benjamin
2018-03-07 23:14
@claudia.realegeno Your first part of the question might be a bit complicated for me to answer here. But the second part I can have a crack at. I think it really depends whether a) you’re doing a research project, with an end date, or b) you’re embedded in a team and you’re doing ongoing research.
benjamin
2018-03-07 23:15
Also if you’re doing strategic / tactical research
claudia.realegeno
2018-03-07 23:15
ongoing research
benjamin
2018-03-07 23:15
For instance, if you have a specific goal or outcome in mind
benjamin
2018-03-07 23:15
Right
benjamin
2018-03-07 23:15
So, user testing sessions, interviews, etc?
bkesshav
2018-03-07 23:15
Is there any tool that use AI and machine learning to highlight key findings and recommend areas to focus as pain points?
claudia.realegeno
2018-03-07 23:15
sometimes we have a clear measurable goal, sometimes it’s more qualitative
claudia.realegeno
2018-03-07 23:16
We’d like the flexibility for both, and even just grabbing ad-hoc statements
benjamin
2018-03-07 23:16
I think the general idea you want to get to then, with ongoing research, is building up a bit of a library of themes that you’re observing over time, beyond the specific individual events
benjamin
2018-03-07 23:16
At Atlassian, researchers are embedded inside product teams
claudia.realegeno
2018-03-07 23:16
yes, exactly!
benjamin
2018-03-07 23:16
So across a bunch of different methods, they’re forming these patterns / themes over time, and it’s somewhat irregardless of the actual method they used to discover those insights
benjamin
2018-03-07 23:17
Generally they’ll write up some stuff, maybe on a cadence, or perhaps have an ongoing short meeting, to then present the outcome of the events as evidence to support a more macro theme
benjamin
2018-03-07 23:18
So I would say, for ongoing research, you probably want to structure by theme as you go (you won’t start out with themes at the beginning) and then use the specific events as evidence
krisduran
2018-03-07 23:18
Do you have a recommendation on how to present data when talking with stakeholders?
benjamin
2018-03-07 23:18
@maadonna How do you avoid re-researching the same things over and over? i.e. how do you make old research information available to start with, and only researching what you don’t know (I have never seen a team do this well – everyone just seems to re-research)
benjamin
2018-03-07 23:18
Heh
benjamin
2018-03-07 23:18
This is like the biggest struggle that the Atlassian researchers had when I left
benjamin
2018-03-07 23:19
I think everyone struggles with this, especially growing companies where you have new people joining all the time
benjamin
2018-03-07 23:19
IMO the problem comes down to bad tooling for storing research insights
benjamin
2018-03-07 23:19
Too much reliance of “tribal knowledge” of long time employees, who would say something like, “hang on, didn’t we do this a while ago?” but you wouldn’t know that without them jumping in
jamie
2018-03-07 23:20
can you speak a bit about different methods you use to synthesize and document qualitative data
benjamin
2018-03-07 23:20
Part of the challenge is that the type of data you touch with research is so varied that no system handles it all perfectly. One product that works great for storing emails from customers or interview notes might not work for video. Another which is great for video might not work for tweets or survey results.
maadonna
2018-03-07 23:20
I’d be interested in hearing how anyone does this :slightly_smiling_face:
dorothee
2018-03-07 23:20
What do you do when you’re asked to provide a UX budget estimate for an upcoming product release, but you only have a very high-level idea of what the release theme is going to be?
benjamin
2018-03-07 23:21
@maadonna At Atlassian we had some success with organising things into “FAQ” style pages by product
benjamin
2018-03-07 23:21
Where you kind of start with the question and that links off to the research
krisduran
2018-03-07 23:21
Q: Do you find storytelling a key part of presenting data to non-research folks?
benjamin
2018-03-07 23:21
So if you had a question like, fairly generic, “What do people do in their first 5 days of using JIRA?” that might then link to some research on onboarding
benjamin
2018-03-07 23:21
But there are so many problems with this
benjamin
2018-03-07 23:21
It requires constant maintenance
benjamin
2018-03-07 23:21
It gets out of date
benjamin
2018-03-07 23:22
It also requires people to use the same formatting so you can compare apples to apples
krisduran
2018-03-07 23:22
Q: When do you know you’ve got enough data and need to pull back out of the rabbit hole?
benjamin
2018-03-07 23:22
Data repositories are kind of a way to solve it
benjamin
2018-03-07 23:22
But
benjamin
2018-03-07 23:23
The data itself is also quite messy in its original form so the repository ends up being tucked away out of view from stakeholders because it’s a total mess.
benjamin
2018-03-07 23:23
You really need some way to say, “hey, here’s my raw data, and it’s really messy, but I can take excerpts out of that and add them into something that’s more bite-sized and shareable.”
frankenvision
2018-03-07 23:23
Q: What do you do with results of your research when you realized you’ve headed in the wrong direction on a project?
bkesshav
2018-03-07 23:24
Q: Is there any tool that use AI and machine learning to highlight key findings from research and recommend areas to focus as pain points?
benjamin
2018-03-07 23:24
So yeah, I think, in larger companies, it’s a tooling problem. I think it’s probably only really a problem in larger companies anyway, because in a smaller organisation, you’ll have less researchers / designers who probably talk more and can hold more in their heads.
benjamin
2018-03-07 23:24
Heh
benjamin
2018-03-07 23:24
Popular topic
benjamin
2018-03-07 23:24
Okay, next one
benjamin
2018-03-07 23:24
@taraleeyork What do you do when a client/employer tells you they don’t have a budget for research?
benjamin
2018-03-07 23:24
Hmm. My co-founder sitting next to me says “offer them a trial”
benjamin
2018-03-07 23:24
Haha
benjamin
2018-03-07 23:24
No, I think, it really depends
benjamin
2018-03-07 23:25
If you’re really passionate about research for this project
benjamin
2018-03-07 23:25
Then I think you’ll want to find some way to do it sneakily on the fly
benjamin
2018-03-07 23:25
Even a few structured customer interviews, recorded, can be proof of the value of research
aquazie
2018-03-07 23:25
agreed on sneaking in, if needed
benjamin
2018-03-07 23:26
So for a couple of hundred dollars, you should be able to recruit maybe three people for 30 minute interviews
benjamin
2018-03-07 23:26
Then it’s just saying “the proof is in the pudding” right
benjamin
2018-03-07 23:26
We used this tactic A LOT at Atlassian
benjamin
2018-03-07 23:26
Especially a couple of years ago when research was starting to mature
benjamin
2018-03-07 23:27
Atlassian has gone through a stage of no designers → convincing the value of design → no researchers → convincing the value of research
benjamin
2018-03-07 23:27
And a lot of that was simply doing it, even if there wasn’t budget for it
benjamin
2018-03-07 23:27
Not the best answer, but yeah, that’s just the reality of organisational politics I guess
benjamin
2018-03-07 23:28
@frankenvision Q: What inspired you to create Dovetail?
benjamin
2018-03-07 23:28
I actually wrote a blog series on the beginnings of Dovetail
frankenvision
2018-03-07 23:28
Thanks @benjamin I will check it out
benjamin
2018-03-07 23:28
So for the full story I guess read that, but the abridged version is that I noticed a distinct lack of decent software for researchers when I worked at Atlassian
benjamin
2018-03-07 23:28
Research software, quite frankly, sucks
taraleeyork
2018-03-07 23:29
Thanks for the answer @benjamin
benjamin
2018-03-07 23:29
Ironically it’s often poorly designed and hella expensive
tyler
2018-03-07 23:29
Q: What are your views on prioritizing Quantitative Data over Qualitative User interviews for a consumer product?
benjamin
2018-03-07 23:29
It’s also a huge opportunity because it’s so far reaching
benjamin
2018-03-07 23:30
We think about the key tent pegs of research – collection, organization, analysis, and sharing
benjamin
2018-03-07 23:30
In each of those, you have a variety of tools
benjamin
2018-03-07 23:30
Survey software, data repositories, QDA tools, collab tools
benjamin
2018-03-07 23:30
Nobody has really flipped those verticals into one horizontal, integrated path
benjamin
2018-03-07 23:31
So that’s kind of the realization I had
benjamin
2018-03-07 23:31
@rvaelle Any tips on being efficient on organizing and analyzing data? Not getting overwhelmed with data.
cindy.mccracken
2018-03-07 23:31
Are you able to take study notes in Dovetail? Observers too?
benjamin
2018-03-07 23:31
Hmm. Being quite ruthless in what you keep around.
benjamin
2018-03-07 23:31
For instance, take a user testing session.
benjamin
2018-03-07 23:32
You might have 30 min of video there, but how much of that is setting up, introductions, technical issues, etc.
benjamin
2018-03-07 23:32
So maybe cut your user testing videos into a “highlight reel” and you’ll have less noise in your data
benjamin
2018-03-07 23:32
Also, I like the whole “insight as a tweet” thing
benjamin
2018-03-07 23:32
I’ve seen a lot of researchers write these really long internal blog posts or presentations
benjamin
2018-03-07 23:32
And they’re really ineffective IMO
benjamin
2018-03-07 23:33
The most successful approach I’ve seen is simply showing stakeholders actual quotes from customers or video from user testing.
benjamin
2018-03-07 23:33
For instance, at Atlassian, instead of creating research reports, I used to buy popcorn for our team and invite everyone (PM, developers, QA) along to watch pre-recorded user testing videos. After each one we’d discuss them together and take a few quick notes. Everyone knew what the problems were and the next steps. No need for a presentation or a report.
benjamin
2018-03-07 23:33
Let the data speak for itself
cindy.mccracken
2018-03-07 23:33
In a couple companies where I’ve worked, the best way to make sure research is kept top of mind is writing stories for the backlogs. Then they get prioritized with the rest of the work.
benjamin
2018-03-07 23:34
@jamie What do you find is the best way to present your findings not only to stakeholders but to team members both in design and tech streams?
benjamin
2018-03-07 23:34
Nice segue there
benjamin
2018-03-07 23:34
I can rattle off another couple of examples of techniques I used at Atlassian
benjamin
2018-03-07 23:34
I had lots of success bringing developers along with me on contextual inquiries or having them sit in on interviews. Assign them a role like photographer or note-taker. They love it and they can experience customer pain first hand.
benjamin
2018-03-07 23:35
Another technique I used at Atlassian was to set up a HipChat room and connect it to Twitter using IFTTT. All it did was show all the tweets mentioning @JIRA on Twitter, and spoiler, most of them were not happy tweets.
benjamin
2018-03-07 23:35
This brought customer pain in front of the team in the tools they use every day. We even put incoming user feedback on wallboard televisions alongside the developer’s build status.
benjamin
2018-03-07 23:35
I think the most effective researchers are the ones that simply act as a messenger for the data / evidence from the customer / users in the research
benjamin
2018-03-07 23:35
In some ways you’re kind of like a director of a movie
benjamin
2018-03-07 23:36
You have all of these clips on the cutting room floor
benjamin
2018-03-07 23:36
You need to take those and edit them into what you’re going to show, fit it into 1.5 hours
benjamin
2018-03-07 23:36
(hopefully a lot less than that)
frankenvision
2018-03-07 23:36
Q: How do you sort through pain points once you find them? Do you put them in a severity chart and vote on them with your team?
hawk
2018-03-07 23:37
FYI We have 10 questions queued up which will likely take us to the end of the session
benjamin
2018-03-07 23:37
Time is flying!
tyler
2018-03-07 23:37
I create a sortable excel sheet
benjamin
2018-03-07 23:37
@bkesshav Is there any tool that use AI and machine learning to highlight key findings and recommend areas to focus as pain points?
benjamin
2018-03-07 23:37
I don’t think there is any software that can do what researchers do today
benjamin
2018-03-07 23:38
There’s lots of ML that can *help* you get insights
benjamin
2018-03-07 23:38
For example, we just shipped automatic sentiment analysis yesterday
benjamin
2018-03-07 23:38
This is kind of helpful for parsing large amounts of data
benjamin
2018-03-07 23:38
It gives you a bit of a starting point to work from, everything strongly negative is in one place
benjamin
2018-03-07 23:39
Unless you have an enormous data set (which most companies do not), ML will not be able to uncover key findings / distill insights etc from a variety of raw data
benjamin
2018-03-07 23:39
I think eventually we might get to “black box research” but empathy and context are so important for research
davidbaird
2018-03-07 23:39
parsing is an interesting term. :slightly_smiling_face:. There in lies the appropriate degree of ‘filtering’
benjamin
2018-03-07 23:39
So I think computers can absolutely aid researchers
benjamin
2018-03-07 23:40
And there is not enough of that today IMO
cindy.mccracken
2018-03-07 23:40
I like this idea, but you’d need to capture those next steps somewhere, right?
benjamin
2018-03-07 23:40
But I don’t think researchers need to worry about being replaced by ML / AI
benjamin
2018-03-07 23:40
@krisduran Do you have a recommendation on how to present data when talking with stakeholders?
benjamin
2018-03-07 23:41
Somewhat covered above – keep it simple, brief, present the raw data / evidence where possible, stay away from long presentations. In Dovetail, the idea is that the raw data is stored alongside your insights, and then that can be shared with stakeholders to collaborate on. So then they can just click around and explore the insights, and dive into the raw data if necessary. It removes the disconnect between what’s in Powerpoint vs. what’s in your spreadsheet or Dropbox.
benjamin
2018-03-07 23:41
Another technique that I’ll quickly mention is to involve them throughout the process
benjamin
2018-03-07 23:41
This isn’t always feasible
benjamin
2018-03-07 23:41
But if it is possible, (same goes for design), it’s great if you can have your team involved in collection / analysis etc.
benjamin
2018-03-07 23:42
Again at Atlassian we tried to do this where possible
benjamin
2018-03-07 23:42
Turns out a developer is going to be much more likely to be excited about a new feature if she’s been invovled in the design process from the start
benjamin
2018-03-07 23:42
@dorothee What do you do when you’re asked to provide a UX budget estimate for an upcoming product release, but you only have a very high-level idea of what the release theme is going to be?
frankenvision
2018-03-07 23:43
Q: How many researchers did you work with at Atlassian?
benjamin
2018-03-07 23:43
Tell them estimation is hard and add 50% ?
benjamin
2018-03-07 23:43
I’m not sure, to be honest!
benjamin
2018-03-07 23:43
That’s what developers do to me all the time, so maybe it should go the other way too :joy:
benjamin
2018-03-07 23:43
@krisduran Q: Do you find storytelling a key part of presenting data to non-research folks?
benjamin
2018-03-07 23:43
Yep, absolutely!
benjamin
2018-03-07 23:44
At Atlassian, every year, the design / research / writing team come together from around the world in Sydney and have a week together
benjamin
2018-03-07 23:44
I’ll find the video, hang on
bkesshav
2018-03-07 23:44
I didn’t ask if AI can replace researchers, can technology like AI infer and create insights from the research outcomes.

Most time is spent looking in to the raw data and research findings. Can technology use the data to make the process of analysis and drawing insights.

benjamin
2018-03-07 23:45
Anyway, the theme from a couple of years back was storytelling
benjamin
2018-03-07 23:45
I think it’s a critical skill for designers and researchers, and PMs. Everyone, really.
benjamin
2018-03-07 23:45
You need to take people on a journey, build empathy with characters (often the users), and propose a solution
benjamin
2018-03-07 23:45
It’s somewhat like making a film. Pixar are very good at this. Channel Pixar in your research!
benjamin
2018-03-07 23:46
@bkesshav Right. My answer would be not right now, but in a few years, possible. At the moment the ML / natural language stuff is mostly helpful for broadly categorising large sets of data.
benjamin
2018-03-07 23:46
To get true insights you need a human touch to understand the context and the goal of the research
benjamin
2018-03-07 23:46
@krisduran Q: When do you know you’ve got enough data and need to pull back out of the rabbit hole?
benjamin
2018-03-07 23:47
Good question. When you start seeing the same things over and over.
benjamin
2018-03-07 23:47
In theory, the obvious themes will emerge quite quickly during your research.
benjamin
2018-03-07 23:48
It also depends a lot on how rigorous you want to be
benjamin
2018-03-07 23:48
Often, with research, you’re not looking for statistical significance
benjamin
2018-03-07 23:48
There’s usually no need for that level of certainty
benjamin
2018-03-07 23:48
Research is very helpful as a quick, lean, and directional approach a lot of the time
benjamin
2018-03-07 23:48
I’d recommend Erika Hall’s book Just Enough Research
benjamin
2018-03-07 23:48
Which is entirely devoted to this topic
benjamin
2018-03-07 23:49
@frankenvision Q: What do you do with results of your research when you realize you’ve headed in the wrong direction on a project?
benjamin
2018-03-07 23:49
If the data is valuable, keep it, and maybe write a brief summary of what you learned, even if it’s not relevant for the project.
benjamin
2018-03-07 23:49
Again depends on whether you’re embedded, doing ongoing research, or whether you’re working on a once-off project
benjamin
2018-03-07 23:50
If it’s completely worthless and will be in the future, then chuck it. Don’t fall into the sunk cost fallacy.
benjamin
2018-03-07 23:50
@tyler What are your views on prioritizing Quantitative Data over Qualitative User interviews for a consumer product?
benjamin
2018-03-07 23:50
Spicy question!
frankenvision
2018-03-07 23:50
thanks
benjamin
2018-03-07 23:50
I don’t think there’s any need to prioritize one over another
benjamin
2018-03-07 23:50
They’re very different
benjamin
2018-03-07 23:51
A huge myth in software development is that these two things compete against one another
benjamin
2018-03-07 23:51
That couldn’t be further from the truth
benjamin
2018-03-07 23:51
Quant can tell you *what* users are doing, but qual can tell you *why*
benjamin
2018-03-07 23:51
I wrote a wee piece on this: https://dovetailapp.com/guides/qual-quant
benjamin
2018-03-07 23:52
There’s a whole topic here, in itself, which is using qual and quant data in software development
benjamin
2018-03-07 23:52
humans love certainty
benjamin
2018-03-07 23:52
people think quantitative data brings certainty
benjamin
2018-03-07 23:53
but often, it’s really misleading / open to interpretation
hawk
2018-03-07 23:53
You’re rocking this @benjamin
benjamin
2018-03-07 23:53
There’s been a huge trend the past few years
hawk
2018-03-07 23:53
We have 2 questions left and we’ll call it a wrap
benjamin
2018-03-07 23:53
Companies think quantitative data has become a “solution” for a lot of people, a silver bullet
benjamin
2018-03-07 23:53
Partly because it’s been much more accessible
benjamin
2018-03-07 23:53
Before we had Mixpanel, GA, etc.
benjamin
2018-03-07 23:54
We had to talk to users, talk to customers
benjamin
2018-03-07 23:54
These tools made quant much easier to access, and since humans love certainty, they seemed to provide it
benjamin
2018-03-07 23:54
As someone who worked on growth / analytics at Atlassian, I can assure you that analytics are often anything but certain
benjamin
2018-03-07 23:55
There’s a bit of a renaissance happening now I think
benjamin
2018-03-07 23:55
A few years back, the 4th or 5th hire in your startup would be a data analytics / growth person
benjamin
2018-03-07 23:55
Now I’m seeing more and more Dovetail customers who are startups with researchers as that hire
benjamin
2018-03-07 23:55
@cindy.mccracken Are you able to take study notes in Dovetail? Observers too?
benjamin
2018-03-07 23:55
Yep. Not 100% sure what you mean by observers, but it has a real time collab editor, like Google Docs.
benjamin
2018-03-07 23:56
@frankenvision Q: How do you sort through pain points once you find them? Do you put them in a severity chart and vote on them with your team?
cindy.mccracken
2018-03-07 23:56
Yeah, that’s what I mean.
benjamin
2018-03-07 23:57
@frankenvision Yeah, sort of. It kind of depends on the team. With a newer team, you’ll need more structure, so probably some card sorting or meetings to prioritise what to work on. If the team is smaller, or more established, then you’ll probably have more trust, so maybe the researcher can just suggest an ordered list of pain points to work through.
benjamin
2018-03-07 23:58
I can show you a screenshot of our customer feedback board on Dovetail
benjamin
2018-03-07 23:58
The tags, that is
benjamin
2018-03-07 23:58
benjamin
2018-03-07 23:59
This is basically how we manage our pain points / customer feedback
benjamin
2018-03-07 23:59
So everything is tagged, then we use the board to group the tags into product areas or existing vs. new feature
benjamin
2018-03-07 23:59
Then rank them
benjamin
2018-03-07 23:59
So something similar to that is probably a good way to sort / organize your pain points – either on a post-it note board, or Trello, or Dovetail if you want to try that
benjamin
2018-03-08 00:00
That was the last question, I think!
hawk
2018-03-08 00:00
Nice!
benjamin
2018-03-08 00:00
I can stick around for a few more minutes, if anyone has anything pressing
hawk
2018-03-08 00:00
That was pretty full on but you killed it.
__end transcript__
benjamin
2018-03-08 00:00
Or maybe a follow up from anything I said?
frankenvision
2018-03-08 00:00
That was a great session, thanks
hawk
2018-03-08 00:00
Much appreciated.

The post Transcript: Ask the UXperts: Efficiently Organise and Utilise Your Research Findings — with Benjamin Humphrey appeared first on UX Mastery.


by Sarah Hawk via UX Mastery