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Making sense of the data
Collaborative techniques for
analyzing observations
Dana Chisnell
@danachis
#makingsense




                               1
What I’m talking about
 In-time reporting, collaboratively
 Shortcut to persona attributes
 Ending the opinion wars through team analysis
 Democratic, fast prioritizing




                                                 2
Rolling
Issues
Lists
Rolling issues
lists
Observations in real time

Observer participation = buy-in

Low-fi reporting
Observations in real time
 Large whiteboard
 Colored markers
 Don’t worry about order
 Be clear enough to
 remember what was meant
Rolling issues
Angela Coulter




Rolling issues
Observer participation
 After 1-3 participants,
 longer break
 You start
 Invite observers to add
 and track items
Weighting



 Number of incidents
 Who’s who
Big ideas, so far
Consensus: Observers buy in

 observers contribute to identifying issues
 you learn constraints
 instant reporting
A3
Persona
studio
Matthew
Attorney
House in Tel Aviv
Married
Loves his Blackberry
Hates email
Reads NYTimes on iPad
Addicted to Words With Friends
!

Buying tickets on a
website for for the
Maccabiah
Edith
Follows American sports, especially
baseball
Hates ESPN.com
Loves face-to-face online
Dennis
Building contractor
Cell phone is for calling home
Very tuned in to current events
Sees no usefulness in Facebook
Recently more absent-minded
Difficulty doing standard calculations
Jane
1,000-acre farm
Tweets soil chemical readings
Tablet instrumented to aggregate data
Personas: Archetypal users
‣ Composites of real users
‣ Function or task-based
You: designer & developer
            How do you design for these people
            based on what you know?



            Think about each of the people as you
            answer these questions:
What can we say about how
  persistent the person is?
How pro-active will this person
      be in solving problems?
How easily will this person
     become frustrated?
How tech savvy is this person?
How literate is this person in
                 the domain?
Little data, lots of assumptions
How old are they?


      54                 83                28              60

Matthew             Edith             Dennis          Jane
Blackberry-loving   ESPN.com-hating   Facebookwhat?   Farmer nerd
attorney            Hangouts fan
How old are they?
       How educated are they?
How much money do they make?
These don’t matter.
If demographics don’t matter,
what do you do?
Ask the right questions
• persistence with tech
• tolerance for risk & experimentation
• how patient, how easily frustrated


• tech savviness, expertise
• strength of tech vocabulary


• physical or cognitive abilities
• Attitude
 motivation, emotion, risk tolerance,
 persistence, optimism or pessimism
• Aptitude
 current knowledge, ability to make
 inferences, expertise
• Ability
 physical and cognitive attributes
!

    A3
Technique
‣ Focus on the attributes that matter
‣ Accounting for what the user brings to the design
‣ Adjustable to context, relationships, domain
Tool
‣ Framework to think about provisional or proto-
  personas (little or no data)

‣ Schema to evaluate existing personas’ strength of
  coverage
Collaboration tool
‣ Do our personas cover all the right attributes?
‣ Have we heard from all the users we need to hear
  from?
Task +
functionality!
Buying tickets on a
website for the
Maccabiah
VIP?
Suites?
Close to participants?
Event?
Ask the right questions

• Who is the most persistent when it comes to working
  with technology?
• Who is the most likely to experiment and create
  workarounds when something doesn’t work the way
  they expect?
• Who do you think will give up when they encounter
  frustrations out of impatience?
Ask the right questions

• Which one has the most tech expertise? Which one
  strikes you as the least tech savvy?
• Which one is the most likely to call tech support to help
  them get out of some tech pickle?
• Who will have the most advanced tech vocabulary
  when they do call for support?
Matthew
Attorney
House in Tel Aviv, married
Assistant books reservations
Loves his Blackberry
Hates email
Reads NYTimes on iPad
Addicted to Words With Friends
Doesn’t spend a lot of time on the Web
Avid hiker and birder
Bad knees
Needs Rx eyepiece for scope
M

            M

                 M
!

    Where does Matthew fit?
Edith
Avid sports fan
Follows Detroit Tigers
Hates ESPN.com
Loves face-to-face online
Picked up Skype early, quickly
Prefers Google Hangouts
Dropped FaceTime -
      gestures were frustrating
E

                 E

          E
!

    Where does Edith fit?
Dennis
Building contractor
Married to a nurse
They have 2 kids
8-year-old cell phone
Gets current events on the Web
Sees no usefulness in Facebook
Trouble sleeping, easily distracted
Served in the military:
   Blunt Force Brain Trauma
D

                D

    D
!

        Where does Dennis fit?
Jane
1,000-acre farm
12 different systems every day
Tweets soil chemical readings
Smartphone alerts from exchanges
Tablet instrumented to aggregate data
Minimized manual input
Arthritic thumbs
Needs stronger progressive lenses
J

                    J

              J
!

    Where does Jane fit?
D M          E J

            DM         E J

                  MJ
    D         E
!

        A3 Persona modeling
How do
design
decisions
change with
these
attributes?
Subtlety of
affordances

Size of targets

Directness of the
happy path

Feedback modalities

Labeling & trigger
words

Amount of copy

Wording of
instructions &
messages
If you had this tool, what would you do
next?
What would be different for your
design?
A3 Persona modeler


• Designing for attitude, aptitude, & ability
• Accounting for what the user brings to the design
• Checking that personas cover the right things
Big ideas
Persona modeler: fast way to visualize users by
asking important questions

 framework for talking about who users are

 can tell which users might be missing

 works with any amount of data

 middle ground between demographics and
 research-based personas
What obstacles do teams face
in delivering the best possible
user experiences?
Guess the reason
Observation
to Direction
Observations
to direction
Observation
Inference
Direction
Participants typed in the top chat area rather
than the bottom area.




Observations
Observations
                   Sources:

   What you saw     usability testing

  What you heard    user research

                    sales feedback

                    support calls and emails

                    training
- Participants are drawn to
             open areas when they are
             trying to communicate with
             other attendees

             - Participants are drawn to
             the first open area they see




Inferences
Inferences
             Judgements

             Conclusions

             Guesses

             Intuition

                   + Weight of evidence
Inferences
             Review the inferences

             What are the causes?

             How likely is this inference to be the
             cause?

               How often did the observation happen?

               Are there any patterns in what kinds of
               users had issues?
- Make the response area smaller until it has content



 Direction
Direction
            What’s the evidence for a design change?

            What does the strength of the cause
            suggest about a solution?



            Test theories
Big ideas: Making sense of the data

 Observation     Inference       Direction
 What happened   Why there’s a   A theory about
                 gap between     what to do
                 behavior & UI
KJ
Analysis
Review
How’d that go?
What might be different
for your situation?
Priorities, democratically

reach consensus from
subjective data

similar to affinity
diagramming

invented by Jiro Kawakita

objective, quick

8 simple steps
1. Focus
question
What needs to be fixed in
Product X to improve the user
experience?
(observations, data)

What obstacles do teams face in
implementing UX practices?
(opinion)
2. Organize
the group
Call together everyone
concerned

For user research, only those
who observed

Typically takes an hour
3. Put opinions
or data on
For a usability test, ask for
observations

(not inferences, not opinion)



No discussion
4. Put notes
on a wall
Random

Read others’

Add items



No discussion
5. Group
similar items
In another part of the room

Start with 2 items that seem like
they belong together

Place them together, one below
the other

Move all stickies

Review and move among groups

Every item in a group

No discussion
6. Name each
group
Use a different color

Each person gives each group a
name

Names must be noun clusters

Split groups

Join groups

Everyone must give every group
a name

No discussion
7. Vote for the
most important
Democratic sharing of opinions

Independent of influence or
coercion

Each person writes their top 3

Rank the choices from most to
least important

Record votes on the group sticky

No discussion
8. Rank the
groups
Pull notes with votes

Order by the number of votes

Read off the groups

Discuss combining groups

Agreement must be unanimous

Add combined groups’ votes
together

Stop at 3-5 clear top priorities
Big ideas, so far
Goal: share the most important observations

Focus: identify priorities

 democratic
 quick
Big idea: Collaborative analysis

  build consensus in real time: rolling issues
   observers contribute to identifying issues
   you learn constraints
   instant reporting

  model users: A3 persona modeler

  attitude

  aptitude

  ability

  make sense of the data, together

   observation: what you heard, saw

   inference: why the gap between the UI and the behavior

   direction: a theory about what to do about it
No reports.   :)
Where to learn more


Dana’s blog: http://
usabilitytesting.wordpress.com

Download templates, examples, and
links to other resources from
www.wiley.com/go/usabilitytesting
Dana
Chisnell
dana@usabilityworks.net

www.usabilityworks.net
415.519.1148



@danachis

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Making sense of the data

  • 1. Making sense of the data Collaborative techniques for analyzing observations Dana Chisnell @danachis #makingsense 1
  • 2. What I’m talking about In-time reporting, collaboratively Shortcut to persona attributes Ending the opinion wars through team analysis Democratic, fast prioritizing 2
  • 4. Rolling issues lists Observations in real time Observer participation = buy-in Low-fi reporting
  • 5. Observations in real time Large whiteboard Colored markers Don’t worry about order Be clear enough to remember what was meant
  • 8. Observer participation After 1-3 participants, longer break You start Invite observers to add and track items
  • 9. Weighting Number of incidents Who’s who
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  • 11. Big ideas, so far Consensus: Observers buy in observers contribute to identifying issues you learn constraints instant reporting
  • 13. Matthew Attorney House in Tel Aviv Married Loves his Blackberry Hates email Reads NYTimes on iPad Addicted to Words With Friends
  • 14. ! Buying tickets on a website for for the Maccabiah
  • 15. Edith Follows American sports, especially baseball Hates ESPN.com Loves face-to-face online
  • 16. Dennis Building contractor Cell phone is for calling home Very tuned in to current events Sees no usefulness in Facebook Recently more absent-minded Difficulty doing standard calculations
  • 17. Jane 1,000-acre farm Tweets soil chemical readings Tablet instrumented to aggregate data
  • 18. Personas: Archetypal users ‣ Composites of real users ‣ Function or task-based
  • 19. You: designer & developer How do you design for these people based on what you know? Think about each of the people as you answer these questions:
  • 20. What can we say about how persistent the person is?
  • 21. How pro-active will this person be in solving problems?
  • 22. How easily will this person become frustrated?
  • 23. How tech savvy is this person?
  • 24. How literate is this person in the domain?
  • 25. Little data, lots of assumptions
  • 26. How old are they? 54 83 28 60 Matthew Edith Dennis Jane Blackberry-loving ESPN.com-hating Facebookwhat? Farmer nerd attorney Hangouts fan
  • 27. How old are they? How educated are they? How much money do they make?
  • 29. If demographics don’t matter, what do you do?
  • 30. Ask the right questions • persistence with tech • tolerance for risk & experimentation • how patient, how easily frustrated • tech savviness, expertise • strength of tech vocabulary • physical or cognitive abilities
  • 31. • Attitude motivation, emotion, risk tolerance, persistence, optimism or pessimism • Aptitude current knowledge, ability to make inferences, expertise • Ability physical and cognitive attributes
  • 32. ! A3
  • 33. Technique ‣ Focus on the attributes that matter ‣ Accounting for what the user brings to the design ‣ Adjustable to context, relationships, domain
  • 34. Tool ‣ Framework to think about provisional or proto- personas (little or no data) ‣ Schema to evaluate existing personas’ strength of coverage
  • 35. Collaboration tool ‣ Do our personas cover all the right attributes? ‣ Have we heard from all the users we need to hear from?
  • 36. Task + functionality! Buying tickets on a website for the Maccabiah VIP? Suites? Close to participants? Event?
  • 37. Ask the right questions • Who is the most persistent when it comes to working with technology? • Who is the most likely to experiment and create workarounds when something doesn’t work the way they expect? • Who do you think will give up when they encounter frustrations out of impatience?
  • 38. Ask the right questions • Which one has the most tech expertise? Which one strikes you as the least tech savvy? • Which one is the most likely to call tech support to help them get out of some tech pickle? • Who will have the most advanced tech vocabulary when they do call for support?
  • 39. Matthew Attorney House in Tel Aviv, married Assistant books reservations Loves his Blackberry Hates email Reads NYTimes on iPad Addicted to Words With Friends Doesn’t spend a lot of time on the Web Avid hiker and birder Bad knees Needs Rx eyepiece for scope
  • 40. M M M ! Where does Matthew fit?
  • 41. Edith Avid sports fan Follows Detroit Tigers Hates ESPN.com Loves face-to-face online Picked up Skype early, quickly Prefers Google Hangouts Dropped FaceTime - gestures were frustrating
  • 42. E E E ! Where does Edith fit?
  • 43. Dennis Building contractor Married to a nurse They have 2 kids 8-year-old cell phone Gets current events on the Web Sees no usefulness in Facebook Trouble sleeping, easily distracted Served in the military: Blunt Force Brain Trauma
  • 44. D D D ! Where does Dennis fit?
  • 45. Jane 1,000-acre farm 12 different systems every day Tweets soil chemical readings Smartphone alerts from exchanges Tablet instrumented to aggregate data Minimized manual input Arthritic thumbs Needs stronger progressive lenses
  • 46. J J J ! Where does Jane fit?
  • 47. D M E J DM E J MJ D E ! A3 Persona modeling
  • 49. Subtlety of affordances Size of targets Directness of the happy path Feedback modalities Labeling & trigger words Amount of copy Wording of instructions & messages
  • 50. If you had this tool, what would you do next? What would be different for your design?
  • 51. A3 Persona modeler • Designing for attitude, aptitude, & ability • Accounting for what the user brings to the design • Checking that personas cover the right things
  • 52. Big ideas Persona modeler: fast way to visualize users by asking important questions framework for talking about who users are can tell which users might be missing works with any amount of data middle ground between demographics and research-based personas
  • 53. What obstacles do teams face in delivering the best possible user experiences?
  • 55.
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  • 61. Participants typed in the top chat area rather than the bottom area. Observations
  • 62. Observations Sources: What you saw usability testing What you heard user research sales feedback support calls and emails training
  • 63. - Participants are drawn to open areas when they are trying to communicate with other attendees - Participants are drawn to the first open area they see Inferences
  • 64. Inferences Judgements Conclusions Guesses Intuition + Weight of evidence
  • 65. Inferences Review the inferences What are the causes? How likely is this inference to be the cause? How often did the observation happen? Are there any patterns in what kinds of users had issues?
  • 66. - Make the response area smaller until it has content Direction
  • 67. Direction What’s the evidence for a design change? What does the strength of the cause suggest about a solution? Test theories
  • 68.
  • 69.
  • 70. Big ideas: Making sense of the data Observation Inference Direction What happened Why there’s a A theory about gap between what to do behavior & UI
  • 72. Review How’d that go? What might be different for your situation?
  • 73. Priorities, democratically reach consensus from subjective data similar to affinity diagramming invented by Jiro Kawakita objective, quick 8 simple steps
  • 74. 1. Focus question What needs to be fixed in Product X to improve the user experience? (observations, data) What obstacles do teams face in implementing UX practices? (opinion)
  • 75. 2. Organize the group Call together everyone concerned For user research, only those who observed Typically takes an hour
  • 76. 3. Put opinions or data on For a usability test, ask for observations (not inferences, not opinion) No discussion
  • 77. 4. Put notes on a wall Random Read others’ Add items No discussion
  • 78. 5. Group similar items In another part of the room Start with 2 items that seem like they belong together Place them together, one below the other Move all stickies Review and move among groups Every item in a group No discussion
  • 79. 6. Name each group Use a different color Each person gives each group a name Names must be noun clusters Split groups Join groups Everyone must give every group a name No discussion
  • 80. 7. Vote for the most important Democratic sharing of opinions Independent of influence or coercion Each person writes their top 3 Rank the choices from most to least important Record votes on the group sticky No discussion
  • 81. 8. Rank the groups Pull notes with votes Order by the number of votes Read off the groups Discuss combining groups Agreement must be unanimous Add combined groups’ votes together Stop at 3-5 clear top priorities
  • 82. Big ideas, so far Goal: share the most important observations Focus: identify priorities democratic quick
  • 83. Big idea: Collaborative analysis build consensus in real time: rolling issues observers contribute to identifying issues you learn constraints instant reporting model users: A3 persona modeler attitude aptitude ability make sense of the data, together observation: what you heard, saw inference: why the gap between the UI and the behavior direction: a theory about what to do about it
  • 85. Where to learn more Dana’s blog: http:// usabilitytesting.wordpress.com Download templates, examples, and links to other resources from www.wiley.com/go/usabilitytesting