mark westall: ux researcher

66
Hello.

Upload: markwestall

Post on 25-Sep-2015

21 views

Category:

Documents


0 download

DESCRIPTION

This presentation captures my journey as a researcher to date and includes case studies of my work as a UX researcher and as a market researcher.

TRANSCRIPT

  • Hello.

  • How did I get here?

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK 3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil 10. London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK

    2. York, North Yorkshire, UK 3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil 10. London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK

    3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil 10. London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK 3. London, England, UK

    4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil 10. London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK 3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia

    6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil 10. London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK 3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand

    7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil 10. London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK 3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina

    9. Rio De Janeiro, Brasil 10. London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK 3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil

    10.London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK 3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil 10. London, United Kingdom

    11.Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK 3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil 10. London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California

    13. Brisbane, Australia 14. San Francisco, California

  • Its been quite the journey.

    1. Wing, Buckinghamshire, UK 2. York, North Yorkshire, UK 3. London, England, UK 4. Bangkok, Thailand 5. Sydney, Australia 6. Queenstown, New Zealand 7. Santiago, Chile 8. Buenos Aires, Argentina 9. Rio De Janeiro, Brasil 10. London, United Kingdom 11. Chicago, Illinois 12. San Francisco, California 13. Brisbane, Australia

    14. San Francisco, California

  • So what has all this traveling and observing people taught me?

  • (aside from being freakishly obsessed with analyzing people)

  • Its transformed me into a

    Lone ranger

    Human-centric

    Highly iterative

    Scrappy Visual storyteller

    Why? focused

    Culture conscious

    User obsessed

    Well rounded UX researcher

  • Case Studies

  • TescoCLIENT

  • THE PROJECTIdentify, understand and analyze user behavior and attitudes of smartphone users when shopping online and in mobile environments.

    THE PURPOSETo inform the development and design of a mobile application for Tesco.

  • OBJECTIVES METHODS

    1. OBJECTIVES What do people want in a mobile shopping experience? How can a Tesco application fit into current user flows and ecosystems? How do we design an application that appeals to existing customers as well as new customers?

    My process

    HYPOTHESIS CONDUCT SYNTHESIS

  • METHODSHYPOTHESIS

    My process

    2. HYPOTHESIS Early adopter smartphone users are experimental, enthusiastic and open. These users want a seamless and functional experience when shopping via mobile. They will look to brands like Tesco to guide and advise them through this experience.

    OBJECTIVES CONDUCT SYNTHESIS

  • METHODS

    My process

    3. METHODS How I plan to fill the gaps in our knowledge. Based on the time and people available, what methods should be selected?

    OBJECTIVES HYPOTHESIS CONDUCT SYNTHESIS

  • METHODS SYNTHESISCONDUCT

    My process

    4. CONDUCT Gather data through the methods selected.

    OBJECTIVES HYPOTHESIS METHODS

  • OBJECTIVES HYPOTHESIS METHODS CONDUCT SYNTHESIS

    My process

    5. SYNTHESIS Answer our research questions, and prove or disprove the hypotheses outlined. Utilize the data gathered to discover what opportunities and implications exist for the Tesco design team.

  • Key Challenges

  • HOW THIS IMPACTED THE PROCESSCHALLENGE

    No budget.

    No team.

    Limited resources.

    Methods. There were no funds available to pay for user research methods or quantitative studies.

    Conduct. I was to lead and conduct on all forms of research independently

    Conduct, methods and synthesis. I worked out of my parents study with a laptop, camera and dictaphone.

    Key Challenges

  • Given these three key issues, I developed a research methodology that could work under these constraints.

  • Family & Friends

    Friends of friends

    Friends of friends of friendsStrangers

    Building a viable research pool

    Scale of viability

  • NUMBER ONE

    1:1 Interviews

  • Focus groups

    NUMBER TWO

  • Contextual

    NUMBER THREE

  • NUMBER FOUR

    Task analysis

  • Video diaries

    NUMBER FIVE

  • Secondary data

    NUMBER SIX

  • Measuring the research

  • Happiness Success Desire Consistency

    What the user likes and doesnt like right now.

    What the user is frequently doing.

    What the user wants to do more of.

    What does the user want collectively?

    Measuring the research

  • Scored the satisfaction levels of users in

    completing various shopping tasks using

    existing apps and processes in different

    environments.

    Happiness Success Desire Consistency

    Measuring the research

  • Happiness Success Desire Consistency

    Measured the frequency in which users completed certain tasks over a given

    time period.

    Measuring the research

  • Happiness Success Desire Consistency

    Identified commonalities in what users identified as missing in shopping

    processes. Scored desirability for features and

    processes identified in research activities.

    Measuring the research

  • Happiness Success Desire Consistency

    Measured how commonly specific issues emerged and paired this against

    secondary data to determine micro and

    macro trends.

    Measuring the research

  • So what did we ultimately accomplish?

  • Understood and measured the needs of smartphone

    shoppers.

    Uncovered diverse and demographically

    representative insights.

    Contextualized findings to deliver micro and

    macro insights.

    So what did we ultimately accomplish?

  • Key Insights & Learnings

    1

    2

    3

    (For Tesco design team specifically)

    Prominence and speed of the search function is paramount to the user shopping experience.

    Smartphone users are making key purchase decisions and plans in interspace.

    The user journey when browsing vs. purchasing must be considered separately.

  • THE RESEARCHIn all of the focus groups and 1:1 interviews where I invited users to engage in participatory design activities, participants would consistently design the app around the search function.

    THE DESIGNIn each iteration of the design and early wireframes of the Tesco application, the search function has been placed in the direct eye line of the user. To this day it remains at the top.

    How the research informed the design

  • How the research informed the design

    THE RESEARCHDuring contextual interviews and in the video diaries captured, notable commonalities in user flow and the creation of manual, offline hacks by users were uncovered. These user-designed hacks directly informed the planning and purchase decision process.

    THE DESIGNTesco built the UKs first transactional bar code scanner, enabling householders to scan any grocery item and add it to a home delivery order instantly. This function was particularly targeted at parents and socially active foodies.

  • THE RESEARCHIn the task analysis and focus groups in particular, users noted the importance of feedback loops in their decision making process when online shopping. Speed and accessibility emerged as the two themes for users in research analysis.

    THE DESIGNTesco allow both customers and non-customers to browse and view all products, prices and information without committing to purchase within the app without signing in or registering. This allows the app to play a prominent role in user-created feedback loops and has contributed to new customer acquisitions as a result.

    How the research informed the design

  • A change in direction

  • A tech-focused communications, content and social agency.

    RESEARCH PROJECTS CONDUCTED FOR:CURRENT COMPANY

    A change in direction

  • The three biggest changes moving from a dedicated research group to a communications firm:

    A change in direction

    Purpose Audience Time

  • I need you to work some research magic around this. - General Manager

    Were doing a brainstorm with the client tomorrow, can you do some research on what the most discussed topics are around email marketing? - Account Director

    Can you tell me what the most discussed topics by CMOs have been in the last year - Senior Vice President

    A change in direction

    Can you teach me how to run a boolean search to find this? - Account Executive

  • A change in approach

    Online Behaviors

    User Research

    Business & Market Data

    Social / Media Conversations

    Consumer Insights Reports Brand Health Measurement

    Social & Online Media Measurement

    Focus Groups Surveys

    Ethnographic Field Studies In-depth Interviews

    Card Sorting Diaries Panels Intercept Surveys Usability

    Technology & Usage Forecasts Market Forecasts Marketing Strategy Business Strategy

  • Insight Credible

    Idea Creative

    Content Crafted

    Community Conversations

    Opportunity Kernel of Truth

    Content Strategy The Blueprint

    Activation Owned, Earned and

    Paid Channels

    Building a research methodology for a PR focused audience

  • RootMetricsCLIENT

  • THE PROJECTConduct research to understand RootMetrics user perception and experience with the product and media perception of the brand.

    To inform the development of a long term PR program and accompanying campaigns.

    THE PURPOSE

  • METHODS

    24 hours

    My process

    HYPOTHESIS

    CONDUCT SYNTHESIS

    OBJECTIVES

    72 hours

    VISUALIZE

  • HOW THIS IMPACTED THE PROCESSCHALLENGE

    Time

    Access

    Resources

    The entire process. All research planning, conducting, analysis and visualization had to be completed in a team-of-one.

    Iteration. We were not permitted to speak to the (new) client beyond the brief provided.

    Conduct and methods. We were limited to one paid-for research tool to conduct the project.

    Key Challenges

  • A search engine

    A make shift tool kitReporter

    relationshipsA social conversation

    analytics tool A pool of 50 people

  • A search engine

    A make shift tool kitReporter

    relationships

    I assigned a team to identify top media coverage from last 6

    months around RootMetrics. Created sentiment and theme

    score system to measure.

    A pool of 50 peopleA social conversation analytics tool

  • A search engine

    A make shift tool kitReporter

    relationships

    Assigned VP of content to conduct phone interviews

    with 10 reporters, providing him with 3 basic questions.

    Arranged responses into categories/themes to identify

    trends.

    A pool of 50 peopleA social conversation analytics tool

  • A search engine

    A make shift tool kitReporter

    relationships

    Identified the most shared discussions around

    RootMetrics across social channels to understand consumer attitudes and perception of the brand.

    A pool of 50 peopleA social conversation analytics tool

  • A search engine

    A make shift tool kitReporter

    relationships

    Drafted 5 basic questions to be answered by RootMetrics

    target audience members and analyzed and

    categorized responses into themes.

    A pool of 50 peopleA social conversation analytics tool

  • So what did we ultimately accomplish?

  • What we learned

    To shift perception and clarify the journey for reporters and users using RootMetrics, we need to humanize the message.

  • Perform- ance

    Speed Speed

    Economics Economics

    Network Coverage Network Coverage

    29-Apr-15 18

    Geography

    Download/Upload time

    Cost of Plan

    Call/text/data Quality

    Connecting Data and Networks

    Im connected where I work, live and travel.

    I can stream movies for my kids without interruption.

    I know how much I can spend for the month ahead.

    Connecting me with my family and friends.

    I know that my Grandmother has a safe and reliable point of contact.

    The Quantifiable (What RootMetrics currently measures and reports on)

    The Human (The real world, human challenges that RootMetrics is helping solve, but it is not talking about or messaging around)

    Perform- ance

    Connectivity Connectivity

    How I visualized the research

  • The user is always #1.

  • Thank you.