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Startup Research & Design Toolkit NOEW 2016 Darshil Vora Sr. Product Designer @darshilv

Startup Research and Design Toolkit

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Page 1: Startup Research and Design Toolkit

Startup Research & Design ToolkitNOEW 2016

Darshil VoraSr. Product Designer@darshilv

Page 2: Startup Research and Design Toolkit

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

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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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.

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

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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!

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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

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Problem Framing

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What is 5+5?

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What two numbers add up to 10?7 + 3

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

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Stormboard – online white boarding

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

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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

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Brainstorming Solutions

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Brainstorming Solutions

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Tip 1: Establish a Common Language

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Tip 2: Save Judgment for later

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Tip 3: Quantity over Quality

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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

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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

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Experimentation

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Tip 1: Quick, Cheap and Easy!

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Tip 2: Make your friends go through the flow

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Tip 3: Repeat!

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Advanced Tools

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

Cons• Advanced interactions not

handled well

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Advanced Tools

Pros• Easy to learn and use

Cons• Only mobile prototypes• No collaboration

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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

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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

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VALIDATION

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In Person

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Online: VerifyApp

Pros• Preference Tests• Cheaper in comparison

Cons• Advanced interactions not

handled well

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Other Online ToolsPros• Can work with any

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

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Google Analytics

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PIWIK

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Optimizely

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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.

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thank y u