mark westall: ux researcher
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
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Hello.
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How did I get here?
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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
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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
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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
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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
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So what has all this traveling and observing people taught me?
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(aside from being freakishly obsessed with analyzing people)
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Its transformed me into a
Lone ranger
Human-centric
Highly iterative
Scrappy Visual storyteller
Why? focused
Culture conscious
User obsessed
Well rounded UX researcher
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Case Studies
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TescoCLIENT
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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.
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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
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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
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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
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METHODS SYNTHESISCONDUCT
My process
4. CONDUCT Gather data through the methods selected.
OBJECTIVES HYPOTHESIS METHODS
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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.
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Key Challenges
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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
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Given these three key issues, I developed a research methodology that could work under these constraints.
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Family & Friends
Friends of friends
Friends of friends of friendsStrangers
Building a viable research pool
Scale of viability
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NUMBER ONE
1:1 Interviews
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Focus groups
NUMBER TWO
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Contextual
NUMBER THREE
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NUMBER FOUR
Task analysis
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Video diaries
NUMBER FIVE
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Secondary data
NUMBER SIX
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Measuring the research
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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
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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
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Happiness Success Desire Consistency
Measured the frequency in which users completed certain tasks over a given
time period.
Measuring the research
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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
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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
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So what did we ultimately accomplish?
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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?
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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.
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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
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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.
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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
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A change in direction
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A tech-focused communications, content and social agency.
RESEARCH PROJECTS CONDUCTED FOR:CURRENT COMPANY
A change in direction
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The three biggest changes moving from a dedicated research group to a communications firm:
A change in direction
Purpose Audience Time
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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
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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
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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
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RootMetricsCLIENT
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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
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METHODS
24 hours
My process
HYPOTHESIS
CONDUCT SYNTHESIS
OBJECTIVES
72 hours
VISUALIZE
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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
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A search engine
A make shift tool kitReporter
relationshipsA social conversation
analytics tool A pool of 50 people
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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
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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
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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
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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
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So what did we ultimately accomplish?
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What we learned
To shift perception and clarify the journey for reporters and users using RootMetrics, we need to humanize the message.
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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
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The user is always #1.
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Thank you.