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Remote Testing


Prague
June 2006
Remote Testing

                                quot;Historyquot; (I)




§   Usability testing for Otto
     • Only specific areas / processes in the shop
     • Not the quot;whole customer experiencequot;

§   Development of quot;seasonal testingsquot;
     • Recruit participants that are about to buy something on otto.de
     • Observe them just doing that in the labs

§   Open issues
     • Testing is still not quot;realquot; enough
          - Lab situation
          - Perform tasks with possibly low involvement
          - Not all relevant tasks in the scope of the lab test



                                  Remote Testing                         page 2
Remote Testing

                               quot;Historyquot; (II)




§   Idea: Remote-Testing
      • At home (quot;naturalquot; environment)
      • Real involvement
      • quot;Naturalquot; tasks (just what people want to do)

§   Challenges
     • Tool must work without installation on PCs of users
     • Tool must work without having to change anything on the server of
         the client
     • We must be able to quot;observequot; and quot;measurequot; (not only quot;askquot;)




                                 Remote Testing                        page 3
Remote Testing

                          How does Remote Testing work?


  Participants                          Proxy Server                          Web Site

            Natural use of the target                Passes inquiries on to
            web site



                                                Recalls all recorded
                                                actions of the
                                                respondents




        Give free and                                    SirValUse
        scaled feedback                                  Usability
                                                         Expert



   Survey
   Server                                       Retrieves the
                                                participants'
                                                comments and
                                                evaluations


                                        Remote Testing                                   page 4
Remote Testing

                    Variants of Remote Testing



                §   Entirely free and realistic utilisation of the site.
                    Reported are quot;critical incidentsquot; that …

   Critical          •   … trigger positive or negative sensations.
  Incidents
                     •   … prove to be crucial in reaching the target, e.g.
                         successful use of the search function or failure
                         due to complicated texts.



                §   The respondents are confronted with tasks that
                    they have to master either with or without a time
                    limit.
Task-oriented
                §   The participants themselves may assess whether they
                    have completed a task or not; the system is able to
                    recognise multiple target conditions.

                              Remote Testing                             page 5
Remote Testing

              What does the respondent see? Critical Incident




Call up feedback                                                                Go back to
    sessions                                                                   questionnaire




                    positive feedback   negative feedback          end visit




                                                  Remote Testing                          page 6
Remote Testing

 What does the respondent see? Critical Incident – positive feedback


       You want to give us positive feedback?
       Please describe the event or your observation!


            What was it that you wanted to do just before the event you want to tell us about?
                                                                                                                      Please describe short and
                                                                                                                      precisely in your own words
                                                                                                                      what you wanted to do.


                                                                                                                      Example




            Please describe the event or the observation and tell us what you liked about it.

                                                                                                                      Please describe the event or
                                                                                                                      your observation in a way
                                                                                                                      that a good friend of yours
                                                                                                                      would understand it.

                                                                                                                      Example




             Does the event help you in doing what you wanted to do - as described in (1)?

                    very helpful                                  somehow helpful                not helpful at all




             How much do you like this event?

                     very much                                       somehow                         not at all




          cancel                    submit                 … and continue surfing.




                                                                     Remote Testing                                                                  page 7
Remote Testing

What does the respondent see? Critical Incident – negative feedback


      You want to give us positive feedback?
      Please describe the event or your observation!

           What was it that you wanted to do just before the event you want to tell us about?
                                                                                                               Please describe short and
                                                                                                               precisely in your own words
                                                                                                               what you wanted to do.

                                                                                                               Example




           What happened? Please describe the event or the observation as detailed as possible.
                                                                                                               Please describe the event or
                                                                                                               your observation in a way
                                                                                                               that a good friend of yours
                                                                                                               would understand it.

                                                                                                               Example


           What were your expectations? Do you have any ideas what we could improve?
                                                                                                               What did you expect from
                                                                                                               T-Online? What or how
                                                                                                               could we do better?


                                                                                                               Example




            Does the event prevent you in doing what you wanted to do - as described in (1)?

                    very much                                       somehow                       not at all




            How much do you dislike this event?

                    very much                                       somehow                       not at all




         cancel                    submit                … and continue surfing.




                                                                    Remote Testing                                                            page 8
Remote Testing

                  What does the respondent see? Task-oriented




                                                                                                                                     Go back to
    Task                                                                                                                            questionnaire




      You're looking for a solution from T-Online in order to protect your PC from viruses, worms or other dangers that may be   task done
      connected with the Internet. Please look for some information regarding the quot;SecurityPackagequot;.
                                                                                                                                 cancel task



                                                                   Remote Testing                                                              page 9
Remote Testing

 Was does the test head see? Screen shot, mouse traces, click points




                              Remote Testing                      page 10
Remote Testing

              Example 1: Critical Incidents on otto.de


                §   How is otto.de quot;reallyquot; being used? How do the
                    respondents proceed while browsing through,
                    searching or purchasing?
  Questions     §   Which elements or rather functions stimulate or
                    obstruct purchase processes?
                §   Which optimisation measures can be derived from
                    these insights?

                §   60 respondents were recruited offline.
                     • They were requested to use otto.de quot;in a normal
                         wayquot; for 6 weeks, but only via the Remote
                         system.
 Method and
                     • While surfing they could report quot;critical
Implementa-              incidents.quot;
    tion
                §   The remote system recorded all of the participants'
                    actions as well as the pages they visited.
                      • As a result valuable clues regarding optimisation
                         measures could be generated.

                              Remote Testing                          page 11
Remote Testing

              Example 2: Task-oriented benchmarking


                §   As a means of further developing the search engine,
                    one of our clients asked us to conduct a bench-
                    marking that covered 7 search interfaces:
                     • Where are the strengths and weaknesses of the
  Questions              individual searches?
                     • Which search options are employed for which
                         search?
                     • How long does it take to find a result and how
                         satisfied are the participants with it?


                §   Altogether 175 User were recruited via a panel.
                §   75 of them employed 3 search interfaces each
 Method and         (rotated presentation) through the remote system.
Implementa-           • Certain search tasks had to be completed (e.g.
    tion                 quot;Please search for a picture of the Cologne
                         Cathedralquot;), while the remote system recorded
                         the times, the options employed, etc.

                              Remote Testing                         page 12
Remote Testing

    Example 2: Task-oriented benchmarking: excerpted results


               Question: Did you find anything that would meet your requirements?



                                   Search G                                94%


                                    Search C                             88%


                                    Search F                             87%
  Search
  Success                           Search A                             87%

  All Tasks                         Search B                            83%


                                    Search D                           82%


                                    Search E                           81%




               Basis: persons who tested the respective search engine (N=75)

                                 Remote Testing                                     page 13
Remote Testing

    Example 2: Task-oriented benchmarking: excerpted results


               Average search duration(in seconds)


                 Search F (N=65)
                                                                            Frequent Users
                Search D (N=62)                                             Customers
                                                                            Total

                Search B (N=62)

   Search
  Duration      Search C (N=66)


  All Tasks      Search A (N=65)


                Search G (N=71)


                 Search E (N=61)

                                    0
                                   100    20         40 50 60   80   100
                                                                      0

               Basis: persons who successfully searched with the respective search engines

                                    Remote Testing                                    page 14
Remote Testing

    Example 2: Task-oriented benchmarking: excerpted results


               When was the image search used in searching for a picture?


                      Search D


                      Search E                                              Successful Search
                                                                            Customers
                      Search C                                              Total


Use of Image          Search A
   Search
                      Search G


                      Search F


                      Search B

                                 0%
                                  0     20%
                                         20        40%
                                                     40   60%
                                                            60    80%
                                                                    80

               Basis: persons who tested the respective search engines (N=75)

                                  Remote Testing                                        page 15
Remote Testing

    Example 2: Task-oriented benchmarking: excerpted results


               How often were search sections employed?

                                           4 - 6 Times
                                                6%

                                3 Times
                                  15%



                                                                      Never
   Use of                                                              44%
   Search
  Sections
                             2 Times
                               21%




                                                    Once
                                                    14%

               Basis: total, per person during all searches (N=525)

                                  Remote Testing                              page 16
Remote Testing

                 Example 3: Click Tracking




                         Remote Testing      page 17
Remote Testing

                  Example 4: Testing of Variants



              §    Four variants of a navigation scheme within an
                   online shop were to be tested:
                     • Which navigation scheme leads to satisfactory
                        results (users find products they would like to
  Questions
                        buy)?
                     • Which navigation scheme can be used effectively
                        and efficiently (less clicks, less time, less
                        problems)?



              §    Online recruitment of 1,000 users per variant.
                    • Users were asked to solve a task (same task for
 Method and
                        each variant)
Implementa-
                    • Remote tool to measure effectiveness and
    tion
                        efficiency
                    • Short online questionnaire to assess satisfaction


                             Remote Testing                         page 18
Remote Testing

              Example 5: Control Quality of Portal


              §   One of the biggest internet service providers in
                  Germany wants to control the quality of their
                  portals continuously:
                   • How do users assess content, usability, design
  Questions           etc. while using the portal?
                   • Is it possible for users to use the portal efficiently
                      and effectively?
                   • How can the quot;total user experiencequot; be improved
                      so that users intensify their usage?

              §   Online recruitment of 2,500 users per month.
                   • 2,000 users solve 40 tasks to generate valid
                       measurements.
 Method and
                   • 500 users surf the portal via the quot;critical
Implementa-
                       incidentquot; technique to generate ideas for
    tion
                       optimization.
                   • Short reports every months, big reports every six
                       months.

                            Remote Testing                             page 19
Remote Testing

                            Research Questions




§   Critical incidents:
     • Capturing actual user behaviour
     • Adding quot;reasonsquot; and quot;qualitative feedbackquot; to your log files

§   Task oriented:
     • quot;Hard figuresquot; needed
     • Variant testing
     • Benchmarking with competitors

§   General:
     • Generate log files
     • Quality control
     • Target groups (e.g. B2B) difficult to recruit
     • Target groups geographically wide spread


                                  Remote Testing                       page 20
Remote Testing

                        Why Remote Testing?


                 §   The test setting provides the utmost validity.
                 §   Many respondents can participate within a short time.
                 §   Participants stemming from very diverse geographical
 Advantages          regions can be recruited.
over Lab Tests
                 §   Studies that require several appointments per
                     respondent can be realised without much effort.
                 §   Participants are in their usual surroundings;
                     they are not bound by fixed test dates.


                 §   quot;This tool made it possible for the first time to
                     conduct a test directly in the living room of
                     Otto.de users, i.e. in the environment in which
  Customer
                     buying experiences are created and buying
  Feedback
                     decisions are made.quot;
                     (Steffen Kehr, Customer Experience Management,
                     www.otto.de)

                               Remote Testing                          page 21
Remote Testing

    Does Remote Testing have any disadvantages over lab tests?


                 §   Motivations and problems cannot be explored in
                     depth.

                 §   No opportunity to boost specific feedback.
Disadvantages
over Lab Tests   §   Sessions cannot be adapted to the wishes and
                     capacity of the participants during an interview.

                 §   No video tapes of the respondents' facial expressions
                     or gestures.

                 §   Remote Testing is complementary to qualitative
                     sessions.
   Remote
 Testing and     §   Problems identified by means of Remote Testing can
  Lab Tests:         be thoroughly investigated during a lab test.
   a Useful
 Combination     §   Problems identified in lab tests or by expert reviews
                     assist in further interpreting the results of task-based
                     Remote Tests.

                                Remote Testing                            page 22
Remote Testing

     Automated Remote-Testing: User Experience Scorecard




                          Remote Testing                   page 23
Remote Testing

     Automated Remote-Testing: User Experience Scorecard




                          Remote Testing                   page 24
Thank you for your attention!




                        SirValUse Consulting GmbH
                                    Schlossstraße 8g
                                     22041 Hamburg

                         Phone: +49 40 68 28 27 - 20
                           Fax: +49 40 68 28 27 - 20

                                         www.sirvaluse.de
                                         info@sirvaluse.de




                        Remote Testing                       page 25

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Remote Usability Testing

  • 2. Remote Testing quot;Historyquot; (I) § Usability testing for Otto • Only specific areas / processes in the shop • Not the quot;whole customer experiencequot; § Development of quot;seasonal testingsquot; • Recruit participants that are about to buy something on otto.de • Observe them just doing that in the labs § Open issues • Testing is still not quot;realquot; enough - Lab situation - Perform tasks with possibly low involvement - Not all relevant tasks in the scope of the lab test Remote Testing page 2
  • 3. Remote Testing quot;Historyquot; (II) § Idea: Remote-Testing • At home (quot;naturalquot; environment) • Real involvement • quot;Naturalquot; tasks (just what people want to do) § Challenges • Tool must work without installation on PCs of users • Tool must work without having to change anything on the server of the client • We must be able to quot;observequot; and quot;measurequot; (not only quot;askquot;) Remote Testing page 3
  • 4. Remote Testing How does Remote Testing work? Participants Proxy Server Web Site Natural use of the target Passes inquiries on to web site Recalls all recorded actions of the respondents Give free and SirValUse scaled feedback Usability Expert Survey Server Retrieves the participants' comments and evaluations Remote Testing page 4
  • 5. Remote Testing Variants of Remote Testing § Entirely free and realistic utilisation of the site. Reported are quot;critical incidentsquot; that … Critical • … trigger positive or negative sensations. Incidents • … prove to be crucial in reaching the target, e.g. successful use of the search function or failure due to complicated texts. § The respondents are confronted with tasks that they have to master either with or without a time limit. Task-oriented § The participants themselves may assess whether they have completed a task or not; the system is able to recognise multiple target conditions. Remote Testing page 5
  • 6. Remote Testing What does the respondent see? Critical Incident Call up feedback Go back to sessions questionnaire positive feedback negative feedback end visit Remote Testing page 6
  • 7. Remote Testing What does the respondent see? Critical Incident – positive feedback You want to give us positive feedback? Please describe the event or your observation! What was it that you wanted to do just before the event you want to tell us about? Please describe short and precisely in your own words what you wanted to do. Example Please describe the event or the observation and tell us what you liked about it. Please describe the event or your observation in a way that a good friend of yours would understand it. Example Does the event help you in doing what you wanted to do - as described in (1)? very helpful somehow helpful not helpful at all How much do you like this event? very much somehow not at all cancel submit … and continue surfing. Remote Testing page 7
  • 8. Remote Testing What does the respondent see? Critical Incident – negative feedback You want to give us positive feedback? Please describe the event or your observation! What was it that you wanted to do just before the event you want to tell us about? Please describe short and precisely in your own words what you wanted to do. Example What happened? Please describe the event or the observation as detailed as possible. Please describe the event or your observation in a way that a good friend of yours would understand it. Example What were your expectations? Do you have any ideas what we could improve? What did you expect from T-Online? What or how could we do better? Example Does the event prevent you in doing what you wanted to do - as described in (1)? very much somehow not at all How much do you dislike this event? very much somehow not at all cancel submit … and continue surfing. Remote Testing page 8
  • 9. Remote Testing What does the respondent see? Task-oriented Go back to Task questionnaire You're looking for a solution from T-Online in order to protect your PC from viruses, worms or other dangers that may be task done connected with the Internet. Please look for some information regarding the quot;SecurityPackagequot;. cancel task Remote Testing page 9
  • 10. Remote Testing Was does the test head see? Screen shot, mouse traces, click points Remote Testing page 10
  • 11. Remote Testing Example 1: Critical Incidents on otto.de § How is otto.de quot;reallyquot; being used? How do the respondents proceed while browsing through, searching or purchasing? Questions § Which elements or rather functions stimulate or obstruct purchase processes? § Which optimisation measures can be derived from these insights? § 60 respondents were recruited offline. • They were requested to use otto.de quot;in a normal wayquot; for 6 weeks, but only via the Remote system. Method and • While surfing they could report quot;critical Implementa- incidents.quot; tion § The remote system recorded all of the participants' actions as well as the pages they visited. • As a result valuable clues regarding optimisation measures could be generated. Remote Testing page 11
  • 12. Remote Testing Example 2: Task-oriented benchmarking § As a means of further developing the search engine, one of our clients asked us to conduct a bench- marking that covered 7 search interfaces: • Where are the strengths and weaknesses of the Questions individual searches? • Which search options are employed for which search? • How long does it take to find a result and how satisfied are the participants with it? § Altogether 175 User were recruited via a panel. § 75 of them employed 3 search interfaces each Method and (rotated presentation) through the remote system. Implementa- • Certain search tasks had to be completed (e.g. tion quot;Please search for a picture of the Cologne Cathedralquot;), while the remote system recorded the times, the options employed, etc. Remote Testing page 12
  • 13. Remote Testing Example 2: Task-oriented benchmarking: excerpted results Question: Did you find anything that would meet your requirements? Search G 94% Search C 88% Search F 87% Search Success Search A 87% All Tasks Search B 83% Search D 82% Search E 81% Basis: persons who tested the respective search engine (N=75) Remote Testing page 13
  • 14. Remote Testing Example 2: Task-oriented benchmarking: excerpted results Average search duration(in seconds) Search F (N=65) Frequent Users Search D (N=62) Customers Total Search B (N=62) Search Duration Search C (N=66) All Tasks Search A (N=65) Search G (N=71) Search E (N=61) 0 100 20 40 50 60 80 100 0 Basis: persons who successfully searched with the respective search engines Remote Testing page 14
  • 15. Remote Testing Example 2: Task-oriented benchmarking: excerpted results When was the image search used in searching for a picture? Search D Search E Successful Search Customers Search C Total Use of Image Search A Search Search G Search F Search B 0% 0 20% 20 40% 40 60% 60 80% 80 Basis: persons who tested the respective search engines (N=75) Remote Testing page 15
  • 16. Remote Testing Example 2: Task-oriented benchmarking: excerpted results How often were search sections employed? 4 - 6 Times 6% 3 Times 15% Never Use of 44% Search Sections 2 Times 21% Once 14% Basis: total, per person during all searches (N=525) Remote Testing page 16
  • 17. Remote Testing Example 3: Click Tracking Remote Testing page 17
  • 18. Remote Testing Example 4: Testing of Variants § Four variants of a navigation scheme within an online shop were to be tested: • Which navigation scheme leads to satisfactory results (users find products they would like to Questions buy)? • Which navigation scheme can be used effectively and efficiently (less clicks, less time, less problems)? § Online recruitment of 1,000 users per variant. • Users were asked to solve a task (same task for Method and each variant) Implementa- • Remote tool to measure effectiveness and tion efficiency • Short online questionnaire to assess satisfaction Remote Testing page 18
  • 19. Remote Testing Example 5: Control Quality of Portal § One of the biggest internet service providers in Germany wants to control the quality of their portals continuously: • How do users assess content, usability, design Questions etc. while using the portal? • Is it possible for users to use the portal efficiently and effectively? • How can the quot;total user experiencequot; be improved so that users intensify their usage? § Online recruitment of 2,500 users per month. • 2,000 users solve 40 tasks to generate valid measurements. Method and • 500 users surf the portal via the quot;critical Implementa- incidentquot; technique to generate ideas for tion optimization. • Short reports every months, big reports every six months. Remote Testing page 19
  • 20. Remote Testing Research Questions § Critical incidents: • Capturing actual user behaviour • Adding quot;reasonsquot; and quot;qualitative feedbackquot; to your log files § Task oriented: • quot;Hard figuresquot; needed • Variant testing • Benchmarking with competitors § General: • Generate log files • Quality control • Target groups (e.g. B2B) difficult to recruit • Target groups geographically wide spread Remote Testing page 20
  • 21. Remote Testing Why Remote Testing? § The test setting provides the utmost validity. § Many respondents can participate within a short time. § Participants stemming from very diverse geographical Advantages regions can be recruited. over Lab Tests § Studies that require several appointments per respondent can be realised without much effort. § Participants are in their usual surroundings; they are not bound by fixed test dates. § quot;This tool made it possible for the first time to conduct a test directly in the living room of Otto.de users, i.e. in the environment in which Customer buying experiences are created and buying Feedback decisions are made.quot; (Steffen Kehr, Customer Experience Management, www.otto.de) Remote Testing page 21
  • 22. Remote Testing Does Remote Testing have any disadvantages over lab tests? § Motivations and problems cannot be explored in depth. § No opportunity to boost specific feedback. Disadvantages over Lab Tests § Sessions cannot be adapted to the wishes and capacity of the participants during an interview. § No video tapes of the respondents' facial expressions or gestures. § Remote Testing is complementary to qualitative sessions. Remote Testing and § Problems identified by means of Remote Testing can Lab Tests: be thoroughly investigated during a lab test. a Useful Combination § Problems identified in lab tests or by expert reviews assist in further interpreting the results of task-based Remote Tests. Remote Testing page 22
  • 23. Remote Testing Automated Remote-Testing: User Experience Scorecard Remote Testing page 23
  • 24. Remote Testing Automated Remote-Testing: User Experience Scorecard Remote Testing page 24
  • 25. Thank you for your attention! SirValUse Consulting GmbH Schlossstraße 8g 22041 Hamburg Phone: +49 40 68 28 27 - 20 Fax: +49 40 68 28 27 - 20 www.sirvaluse.de info@sirvaluse.de Remote Testing page 25