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HeuristicsThe Holy Grail of UX
Darren Hood, MSUXD
Q U I C K E N L O A N S U X S U M M I T
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About
Me
Darren Hood
Q U I C K E N L O A N S U X S U M M I T
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Numbers
of Note
75%
90%
97%
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In the early 1900s, in conjunction
with Henry Ford, Fredrick
Winslow Taylor shaped
interactions between workers
and their tools.
Q U I C K E N L O A N S U X S U M M I T
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UX
History
In 1948, via input from its employees,
Toyota optimized human interaction
with its technology.
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UX
History
The first answering machine.
The Hoover vacuum cleaner.
The Bell telephone.
The common link? The mind of
Henry Dreyfuss and his focus on
delighting users. His career
began designing sets for stage
presentations, focusing on the
experience of those touched by
and participating in a
performance.
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UX
History
UX
History In 1995, an electrical engineer and cognitive scientist by
trade, Don Norman joined Apple to help with the research
and design of its upcoming line of human-centered
products. He asked to be called "User Experience
Architect," marking the first use of the term in a job title.
~ Ali Rushdan Tariq, 2015
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Henry
Dreyfuss
When the point of contact between the
product and the people becomes a
point of friction, then the industrial
designer has failed.
On the other hand if people are made
safer, more comfortable, more eager to
purchase, more efficient—or just plain
happier—by contact with the product,
then the designer has succeeded.
“
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Challenges
Methodologies
Demographics
Strategies
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The Holy
GrailThe challenge to optimize experiences and satisfy
users remains. The operative question is….
What is YOUR base for or road to achievement?
Heuristics/UsabilityInformation Architecture
Interface & Interaction Design Research
UX Landscape © 2016, Darren Hood. All rights reserved.
Nomenclature Information Foraging Wayfinding
Taxonomies Information Management
Site Maps Pattern Libraries Wireframes
Persuasive Design Findability
Fitts’ Law NavigationPersonas
E-Commerce Iconography Aesthetics
Gestalt Theory Contrast
Spatial Memory Prototyping Mockups
Visual Design Color Psychology
Responsive Design Mobile Design Adaptive Design
Style Guides
Accessibility Scannability Readability
Common Convention Consistency
Cognition System/Real World Match Intuition
Clarity Minimalism
Delight
Learnability
Recognition
Guerilla Research Focus Group Moderation Survey Design
Ethnography Qualitative Research
Diary Studies Needs Analysis Task Analysis
Data Synthesis Data Analysis
Remote Testing Contextual Inquiry Field Studies
First Click Testing
Brand Experience (BX)
Competitive Analysis
Interactive TV
Lean UX Email Marketing
Agile Methodologies Risk Mitigation
Error Recovery
Vendor Management
Analytics Online Advertising Instructional Design
Emotional Intelligence Ergonomics
Client Management Internet of Things Pictorial Realism
Blended Learning
Sound Design Augmented Reality Virtual Reality
Interactive Voice Response (IVR)
Empathy Gamification
TypographyUX Strategy
Intercept Surveys Multivariate testing Mixed Method Research
Interviewing
Qualitative Research
Scenarios
Heat Maps
Customer Experience (CX)
Copywriting Simplicity Ease of Use Transparency
Efficiency
Autonomy
Design Thinking Storyboarding Journey Mapping
Human-Computer Interaction
Information Visualization
Key Performance Indicators
Affordances
Eyetracking
Cognitive Psychology Mental Models Design SprintsTactile Interaction
Card Sorting
Affinity Diagramming
Emotional Design Impact Innovation
Iterative Design
Semiotics Metadata
Faceted Search Suggestive Search
Content Strategy Cognitive Load
Task Flows
Statistics
Information Scents
Content Inventory Annoyances
Visual Communication
heuristics.
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Overview
of
Heuristics
• A heuristic evaluation is a usability inspection
method that helps to identify USABILITY
PROBLEMS in a user experience.
• Heuristic evaluations specifically involve
evaluators who analyze the interface and judge
its compliance with RECOGNIZED usability
principles.
• Heuristics are derived from BEST PRACTICES
and PROVEN methods.
• Heuristics are RELIABLE and TRUSTWORTHY.
• Heuristics help OVERCOME bias, politics, and
self-directed design.
• Heuristic evaluations are the most popular of
Discount Usability Engineering methods
(Nielsen, 1989).
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The
Nielsen
Ten
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Weinschenk & Barker
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Susan Weinschenk
Dean Barker
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Abby Covert & TUG
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John
Hutchings
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Tog’s Take
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Aesthetics Anticipation Autonomy
Color Consistency Defaults Discoverability
Efficiency Explorable Interfaces Fitts’ Law
Human-Interface Objects Latency Reduction
Learnability Metaphors Protect Users’ Work
Readability Simplicity State Visible Interfaces
Heuristic
Magic
Original Chart Source: https://uploads.toptal.io/blog/image/123730/toptal-blog-image-1501712155688-c057d601baa2aa99b6140867fbdada12.png
80% 90%
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Heuristics in Action
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Source: https://blog.prototypr.io/10-usability-heuristics-with-examples-4a81ada920c
Applicable Heuristics
• Visibility of system status
• Aesthetic and minimalist design
• Error prevention
• Flexibility and efficiency of use
• Recognition rather than recall (reduced used of
spatial memory)
• Accommodation
• Interpretation
• Fulfillment
Heuristics in Action
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Source: https://blog.prototypr.io/10-usability-heuristics-with-examples-4a81ada920c
Applicable Heuristics
• Visibility of system status
• Helping users recognize, diagnose, and recover
from errors
• Clear
• Communicative
• Useful
• Valuable
• Delightful
• Forgiveness
Heuristics in Action
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Scenario: Your child loses his or her
Lego blocks. You need to replace
and are directed to the site with no
further information.
You have no reference materials or
additional knowledge. Based on
this screen, how can you order the
missing parts or accessories?
Heuristics in Action
Q U I C K E N L O A N S U X S U M M I T
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Applicable Heuristics
• Clear
• Communicative
• Useful
• Valuable
• Delightful
• Human limitations
• Capability
• Learnable
• Utilitarian
Heuristics in Action
Q U I C K E N L O A N S U X S U M M I T
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Heuristics in Action
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Final
Look
Source: http://abbytheia.com
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A Practical Approach to Applying Heuristics
ƽ
Learn Heuristics Exercise Regularly Infuse Continually
(continuing education)
Inject Scenarios
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Your
Heuristic
Maturity
Level
You own “heuristic repository” is
expanded as a result of a commitment
to continued education, combined with
professional and scholarly practice.
The projects we worked on, large and
small, brought us to reflect on our own
design practice in the frame of a wider
perspective.
~ Resmini & Rosati
“
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• As illustrated by the Landscape infographic, UX is an extremely complex discipline.
• The common denominator among all UX methodologies and deliverables is heuristics.
• Heuristics consist of proven design principles, making them dependable and trustworthy.
• If a recommendation isn’t proven, it does not qualify as a heuristic.
• Application of heuristics safeguards design efforts from influence of bias, politics, and self-directed design.
• Per Nielsen, proper application of heuristics can identify approximately 75% of issues in a design.
• Per Philips, by increasing reviewers to 10, the percentage of findings can increase to 90%.
• Heuristic evaluations can be completed in less time than usability testing.
• Supplementing heuristic analysis with user testing, if and when possible, is the recommended approach.
• Applying heuristics BEFORE designing testing is an economic strategy (helps test what’s needed).
• Combine heuristics with scenario-based assessments for optimized practicality.
• While heuristic principles can be applied by anyone, engagement with an expert yields the greatest
return on investment. The greater the “heuristic repository,” the greater the ability to identify problems.
Recap/Closing Notes
Drawbacks
• Not meant to be a substitute for
usability testing
• Will not find 100% of design issues
• Is limited to the capabilities and
knowledge of those performing the
analysis
• Will not overcome bias if those
performing analysis have a lower
personal UX maturity level
Q U I C K E N L O A N S U X S U M M I T
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Q U I C K E N L O A N S U X S U M M I T
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@darrenhood @emergeux
thankyou.
Q U I C K E N L O A N S U X S U M M I T
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• 10 Usability Heuristics for User Interface Design by Jakob Nielsen
• 10 Usability Heuristics with Examples by SaiChandan Duggirala
• Designing for People by Henry Dreyfuss (available at amazon.com)
• Heuristic Analysis for UX - How to Run a Usability Evaluation by Miklos Philips
• Pervasive Information Architecture by Andrea Rosmini and Luca Rosati
• Usability Engineering by Jakob Nielsen
• User Experience Heuristics - Practical Approaches by John Hutchings, Coniferous
Consulting
• What’s the Difference Between a Heuristic Evaluation and a Cognitive Walkthrough? by
Jeff Sauro
References

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Heuristics — The Holy Grail of UX

  • 1. HeuristicsThe Holy Grail of UX Darren Hood, MSUXD Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 2. About Me Darren Hood Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 3. Numbers of Note 75% 90% 97% Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 4. In the early 1900s, in conjunction with Henry Ford, Fredrick Winslow Taylor shaped interactions between workers and their tools. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 UX History
  • 5. In 1948, via input from its employees, Toyota optimized human interaction with its technology. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 UX History
  • 6. The first answering machine. The Hoover vacuum cleaner. The Bell telephone. The common link? The mind of Henry Dreyfuss and his focus on delighting users. His career began designing sets for stage presentations, focusing on the experience of those touched by and participating in a performance. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 UX History
  • 7. UX History In 1995, an electrical engineer and cognitive scientist by trade, Don Norman joined Apple to help with the research and design of its upcoming line of human-centered products. He asked to be called "User Experience Architect," marking the first use of the term in a job title. ~ Ali Rushdan Tariq, 2015 Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 8. Henry Dreyfuss When the point of contact between the product and the people becomes a point of friction, then the industrial designer has failed. On the other hand if people are made safer, more comfortable, more eager to purchase, more efficient—or just plain happier—by contact with the product, then the designer has succeeded. “ Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 10. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 11. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 The Holy GrailThe challenge to optimize experiences and satisfy users remains. The operative question is…. What is YOUR base for or road to achievement?
  • 12. Heuristics/UsabilityInformation Architecture Interface & Interaction Design Research UX Landscape © 2016, Darren Hood. All rights reserved. Nomenclature Information Foraging Wayfinding Taxonomies Information Management Site Maps Pattern Libraries Wireframes Persuasive Design Findability Fitts’ Law NavigationPersonas E-Commerce Iconography Aesthetics Gestalt Theory Contrast Spatial Memory Prototyping Mockups Visual Design Color Psychology Responsive Design Mobile Design Adaptive Design Style Guides Accessibility Scannability Readability Common Convention Consistency Cognition System/Real World Match Intuition Clarity Minimalism Delight Learnability Recognition Guerilla Research Focus Group Moderation Survey Design Ethnography Qualitative Research Diary Studies Needs Analysis Task Analysis Data Synthesis Data Analysis Remote Testing Contextual Inquiry Field Studies First Click Testing Brand Experience (BX) Competitive Analysis Interactive TV Lean UX Email Marketing Agile Methodologies Risk Mitigation Error Recovery Vendor Management Analytics Online Advertising Instructional Design Emotional Intelligence Ergonomics Client Management Internet of Things Pictorial Realism Blended Learning Sound Design Augmented Reality Virtual Reality Interactive Voice Response (IVR) Empathy Gamification TypographyUX Strategy Intercept Surveys Multivariate testing Mixed Method Research Interviewing Qualitative Research Scenarios Heat Maps Customer Experience (CX) Copywriting Simplicity Ease of Use Transparency Efficiency Autonomy Design Thinking Storyboarding Journey Mapping Human-Computer Interaction Information Visualization Key Performance Indicators Affordances Eyetracking Cognitive Psychology Mental Models Design SprintsTactile Interaction Card Sorting Affinity Diagramming Emotional Design Impact Innovation Iterative Design Semiotics Metadata Faceted Search Suggestive Search Content Strategy Cognitive Load Task Flows Statistics Information Scents Content Inventory Annoyances Visual Communication
  • 13. heuristics. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 14. Overview of Heuristics • A heuristic evaluation is a usability inspection method that helps to identify USABILITY PROBLEMS in a user experience. • Heuristic evaluations specifically involve evaluators who analyze the interface and judge its compliance with RECOGNIZED usability principles. • Heuristics are derived from BEST PRACTICES and PROVEN methods. • Heuristics are RELIABLE and TRUSTWORTHY. • Heuristics help OVERCOME bias, politics, and self-directed design. • Heuristic evaluations are the most popular of Discount Usability Engineering methods (Nielsen, 1989). Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 15. The Nielsen Ten Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 16. Weinschenk & Barker Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 Susan Weinschenk Dean Barker
  • 17. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 Abby Covert & TUG
  • 18. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 John Hutchings Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 19. Tog’s Take Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 Aesthetics Anticipation Autonomy Color Consistency Defaults Discoverability Efficiency Explorable Interfaces Fitts’ Law Human-Interface Objects Latency Reduction Learnability Metaphors Protect Users’ Work Readability Simplicity State Visible Interfaces
  • 20. Heuristic Magic Original Chart Source: https://uploads.toptal.io/blog/image/123730/toptal-blog-image-1501712155688-c057d601baa2aa99b6140867fbdada12.png 80% 90% Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 21. Heuristics in Action Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 Source: https://blog.prototypr.io/10-usability-heuristics-with-examples-4a81ada920c Applicable Heuristics • Visibility of system status • Aesthetic and minimalist design • Error prevention • Flexibility and efficiency of use • Recognition rather than recall (reduced used of spatial memory) • Accommodation • Interpretation • Fulfillment
  • 22. Heuristics in Action Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 Source: https://blog.prototypr.io/10-usability-heuristics-with-examples-4a81ada920c Applicable Heuristics • Visibility of system status • Helping users recognize, diagnose, and recover from errors • Clear • Communicative • Useful • Valuable • Delightful • Forgiveness
  • 23. Heuristics in Action Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 Scenario: Your child loses his or her Lego blocks. You need to replace and are directed to the site with no further information. You have no reference materials or additional knowledge. Based on this screen, how can you order the missing parts or accessories?
  • 24. Heuristics in Action Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7 Applicable Heuristics • Clear • Communicative • Useful • Valuable • Delightful • Human limitations • Capability • Learnable • Utilitarian
  • 25. Heuristics in Action Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 26. Heuristics in Action Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 27. Final Look Source: http://abbytheia.com Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 28. A Practical Approach to Applying Heuristics ƽ Learn Heuristics Exercise Regularly Infuse Continually (continuing education) Inject Scenarios Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 29. Your Heuristic Maturity Level You own “heuristic repository” is expanded as a result of a commitment to continued education, combined with professional and scholarly practice. The projects we worked on, large and small, brought us to reflect on our own design practice in the frame of a wider perspective. ~ Resmini & Rosati “ Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 30. • As illustrated by the Landscape infographic, UX is an extremely complex discipline. • The common denominator among all UX methodologies and deliverables is heuristics. • Heuristics consist of proven design principles, making them dependable and trustworthy. • If a recommendation isn’t proven, it does not qualify as a heuristic. • Application of heuristics safeguards design efforts from influence of bias, politics, and self-directed design. • Per Nielsen, proper application of heuristics can identify approximately 75% of issues in a design. • Per Philips, by increasing reviewers to 10, the percentage of findings can increase to 90%. • Heuristic evaluations can be completed in less time than usability testing. • Supplementing heuristic analysis with user testing, if and when possible, is the recommended approach. • Applying heuristics BEFORE designing testing is an economic strategy (helps test what’s needed). • Combine heuristics with scenario-based assessments for optimized practicality. • While heuristic principles can be applied by anyone, engagement with an expert yields the greatest return on investment. The greater the “heuristic repository,” the greater the ability to identify problems. Recap/Closing Notes
  • 31. Drawbacks • Not meant to be a substitute for usability testing • Will not find 100% of design issues • Is limited to the capabilities and knowledge of those performing the analysis • Will not overcome bias if those performing analysis have a lower personal UX maturity level Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 32. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 33. @darrenhood @emergeux thankyou. Q U I C K E N L O A N S U X S U M M I T A U G U S T 2 0 1 7
  • 34. • 10 Usability Heuristics for User Interface Design by Jakob Nielsen • 10 Usability Heuristics with Examples by SaiChandan Duggirala • Designing for People by Henry Dreyfuss (available at amazon.com) • Heuristic Analysis for UX - How to Run a Usability Evaluation by Miklos Philips • Pervasive Information Architecture by Andrea Rosmini and Luca Rosati • Usability Engineering by Jakob Nielsen • User Experience Heuristics - Practical Approaches by John Hutchings, Coniferous Consulting • What’s the Difference Between a Heuristic Evaluation and a Cognitive Walkthrough? by Jeff Sauro References