Startup Research and Design Toolkit

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Startup Research & Design ToolkitNOEW 2016

Darshil VoraSr. Product Designer@darshilv

Forward-Looking StatementsStatement under the Private Securities Litigation Reform Act of 1995:

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We are not going to

• Sell anything• Learn how to do research!• Learn to Design!• Provide deep explanation of tools and methods used for research and design.

Basic ProcessWe have 30 minutes let’s dive right into it!

VALIDATEDoes it work the way we want it to?Does it need improvement?

PROBLEM FRAMINGWhat do customers do/want/need?

BRAINSTORMING SOLUTIONSHow might we enable that?

BUILDING EXPERIMENTSWhich tactics are working?

Product Phases

All products generally go through 5 phases, startups usually need these 4.Let’s find out how to leverage Research and Design in each one!

VALIDATIONBUILDING EXPERIMENTSBRAINSTORMING SOLUTIONSPROBLEM FRAMING

MET

HODS

DELI

VERA

BLES

What do our customers need (or want)?

How should we think about the competitive landscape?

What problem should we solve?

Pull reports on casesPull reports on feature usageSubject matter expert interviewsCompetitive analysisReview Forrester trendsSecondary research

Behavioral modelsUser Mental ModelsUX success metricsDesign briefsTrends ReportsCustomer Segmentations

How might we differentiate from competitors?

What new features might we offer?

What would we do if resources weren’t a constraint?

Customer FeedbackUI comparisonsModes/motivation matricesCo-Creation exercisesDesign Studio/Workshops

Sketchy conceptsStoryboardsConcept systems

Are we on the right track?

Which approaches are working

Does preference vary by customer segment? Why?

Customer FeedbackPreference TestsUI Pattern AlignmentHeuristic ReviewTree TestsAccessibility ReviewsRITE Usability Tests

Invision prototypesKeynote animationsHTML clickable protos

QUES

TION

S

Process Summary (Research and Design)(It’s cyclical and not perfectly linear, but you get the idea)

Did we move the needle?

Are there usability issues we can further assuage through non-structural changes?

Usage MetricsAppStore ReviewsCustomer Feedback Eye trackingUnmoderated click testsVideos to “prove it” to stakeholders.

Identification of outstanding issuesRecommendations for changesHeuristic triage

Problem Framing

What is 5+5?

What two numbers add up to 10?7 + 3

-10 + 20Sqrt(100) + 0Sqrt(2) + 8.6

Stormboard – online white boarding

Concept Board – online white boarding, collaboration, project management etc.

QUESTIONS METHODS DELIVERABLESPull reports on casesPull reports on feature usageSubject matter expert interviewsCompetitive analysisReview Forrester trendsSecondary research

Behavioral modelsUser Mental ModelsUX success metricsDesign briefsTrends ReportsCustomer Segmentations

What do our customers need (or want)?How should we think about the competitive landscape?What should we build?

Different techniques to help with problem framing

VALIDATIONBUILDING EXPERIMENTSBRAINSTORMING SOLUTIONSPROBLEM FRAMING

Brainstorming Solutions

Brainstorming Solutions

Tip 1: Establish a Common Language

Tip 2: Save Judgment for later

Tip 3: Quantity over Quality

Some Exercises Circles!

The Love Letter and Break-Up letter

Reverse Brainstorming “how do we achieve this result?” flip and ask “how do we not want to achieve

this result?”

Association Game Build on each others ideas, can be performed as a written exercise as well

QUESTIONS METHODS DELIVERABLESCustomer FeedbackUI comparisonsModes/motivation matricesCo-Creation exercisesDesign Studio/Workshops

Sketchy conceptsStoryboardsConcept systems

How might we differentiate from competitors?What new features might we offer?

VALIDATIONBUILDING EXPERIMENTSBRAINSTORMING SOLUTIONSPROBLEM FRAMING

• A-Z Ideation tools• OpenIdeo Ideation Tools

• Innovators Toolkit• Hyper Island Toolbox

Resources

Experimentation

Tip 1: Quick, Cheap and Easy!

Tip 2: Make your friends go through the flow

Tip 3: Repeat!

Advanced Tools

Pros• Desktop and Mobile• Click throughs• Collaboration• Organization

Cons• Advanced interactions not

handled well

Advanced Tools

Pros• Easy to learn and use

Cons• Only mobile prototypes• No collaboration

HTML, CSS, JS Prototypes Pros• Very close to the real

product• Easy to test with users

Cons• Longer times depending

on existing resources• Skilled resources

QUESTIONS METHODS DELIVERABLESCustomer FeedbackPreference TestsUI Pattern AlignmentHeuristic ReviewTree TestsAccessibility ReviewsRITE Usability Tests

Invision prototypesKeynote animationsHTML clickable prototypesFlinto mobile prototypes

Are we on the right track?Which approaches are working best? Does preference vary by customer segment? Why?

VALIDATIONBUILDING EXPERIMENTSBRAINSTORMING SOLUTIONSPROBLEM FRAMING

A really good book on building prototypes by Dan Roam

VALIDATION

In Person

Online: VerifyApp

Pros• Preference Tests• Cheaper in comparison

Cons• Advanced interactions not

handled well

Other Online ToolsPros• Can work with any

experiment design• Provides recruiting optionsCons• Expensive! $$$• Learning curve is high

Google Analytics

PIWIK

Optimizely

QUESTIONS METHODS DELIVERABLESEye trackingUnmoderated click testsInstrumentation usage dataCogToolAppStore ReviewsCustomer Feedback

Heuristic triage Efficiency assessmentsIdentification of outstanding issuesRecommendations for changes

Are there pain-points we can assuage? Did we move the needle?Did our changes have impact?

VALIDATIONBUILDING EXPERIMENTSBRAINSTORMING SOLUTIONSPROBLEM FRAMING

Just Enough Research by Erika Hall is wonderful short book with direct applicable guidance on how to get Research going in startups.

thank y u