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by Patrick Hunt is a co-founder
and principal of Strategux Consulting, Inc.
"Oh no. Not another methodology." "More research?
Can't we just get on with it?" "We don't have the budget
for research."
These responses to recommendations for user-centered design and
user research are not uncommon. To the uninitiated, user-centered
design may indeed sound like yet another consultant's term for the
same old process. And user research sounds time-consuming, expensive,
and perhaps intimidating.
It doesn't have to be that way. User research can be an inexpensive
way to ultimately improve the performance of your website or web
application.
· Value: good user research doesn't have to cost a lot of
money; in fact, it can save money during the design and development
process be reducing rework and errors.
· Valued: presented properly, user research is valued by
users (who appreciate being asked), designers and developers (because
there is a basis for decision-making), and business managers (who
like the impact it has on ROI).
· Valuable: user research also pays for itself in the long-run
by contributing to the design and development of a website that
is more relevant, useful and usable.
User Research Defined
User research is a means of identifying the users of a website
or web-based application and understanding their needs, attitudes
and behaviors. It is helpful to understand more generally how users
think and behave, but in particular with regards to the problem
the website is trying to solve. Is the website intended to make
buying hard-to-find items easier? Should it simplify a business
process? Is it supposed to enhance users' knowledge or skills?
User research can be quantitative or qualitative. Quantitative
user research may tell you how many users there are, how many use
the site, and how many meet various demographic or other characteristics.
This information can be assembled through site surveys, telephone
surveys and intercept interviews. Achieving a statistically valid
sample and a low margin of error, however, can sometimes be cost-prohibitive.
Good qualitative user research is often the most cost-effective
means of gaining the kind of insight required to make websites useful
and usable. The various forms of user research allow a depth of
inquiry not necessarily available through quantitative research
or statistical analysis. But the biggest benefit is the ability
to truly understand users' motivations, and the real thinking behind
their actions.
There are a number of different techniques for gathering qualitative
user data, four of the more common of which are:
· Interviews
· Field Observation
· Contextual Inquiry
· Focus Groups
Making User Research Affordable
When timeframes and budgets allow, it is best to contract with
consultants or contractors who specialize in user research for some
very important reasons:
· Elimination of bias: Third-party researchers can provide
a level of objectivity that most insiders do not have due to organizational
politics, historical bias or other hindering factors.
· Experience: Nothing can replace on-the-job training, and
experienced user researchers learn over time how best to establish
a proper rapport essential for achieving the desired results.
· Expertise: Similarly, user researchers should have a strong
sense for what works and what doesn't, and how to ask questions
that elicit meaningful responses.
However, when you have to know now, and you really don't have the
budget to fund an independent user research initiative, there are
a few things you can do to conduct cost-effective and beneficial
user research.
Implement a Site Survey
Work with the existing site managers to implement a brief site
survey and include a few questions about them and their lives as
it relates to the problem the site is attempting to solve. If your
technical team doesn't have the capability to develop and implement
a survey tool, there are some inexpensive and free options with
the minimum amount of functionality you need. SurveyMonkey.com is
a good example of a quality, affordable online surveying tool.
Create User Profiles and Personas
Once you have identified your users, create user profiles and/or
personas, and make sure that everyone on the team knows that these
documents represent the site's users. A good persona is a narrative
description of a fictitious, yet realistic, person (e.g., "Janice
is a 35-year-old attorney and mother of two
"). These
can be simple word processing documents that describe the essential
characteristics of your users, whether they are female, busy executives,
parents or all of these. This can help to reduce internal biases,
and keep your project and management teams focused on who the site
is for.
Examine Log Files
Enlist the support of your Web Master in analyzing your website's
log files. Be sure to examine the more meaningful statistics, like
entry/exit pages, most/least visited pages, typical user paths and
pages with the longest/shortest time viewed. You can make an immediate
assessment about their needs, and where they get hung up.
Make a Few Phone Calls
You should be able to identify a few people who are representative
of your user population, even if they are co-workers, friends or
family. Just be sure to talk with people who are as close to your
real users and as far from the project team as possible. Ask them
a few informal questions to get a sense for how they think about
the problem you are attempting to solve. Remember, don't necessarily
ask them about the site (that's usability testing, which will be
covered in another column), but rather about how to make their lives
easier.
Attend a Meeting or Event
Are there meetings or events that your users typically attend?
Probably so. Whether on the soccer field on a Saturday morning or
at the weekly sales meeting, these are often situations where people
chat about their frustrations, successes and wishes. A little eavesdropping
can go a long way.
One is Better Than None
Whatever form it takes, user research is an essential element of
creating a truly successful website or web application. What you
learn from users will likely surprise you, and will almost certainly
lead you to consider new ways of approaching the problem.
If you don't have the time or money, the least you can do is ask
one end user how you can make their life a little easier, or their
work life a little better. At worst, you will gain the appreciation
of someone because you value his or her opinion. More likely, you
will also gain valuable insight into how your users think and behave.
Ultimately, the work you do will be more valued by your users, technical
team and business managers.
Patrick Hunt is a co-founder and principal of Strategux Consulting,
Inc., a boutique user experience consulting firm located in Baltimore,
Maryland. He may be reached via email at patrick@strategux.com.
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