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Startup R&D Toolkit NOEW 2016 Darshil Vora Yakaira Nunez Sr. Product Designer Principal User Researcher @darshilv @DigEthno

Startup Toolkit for R&D

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Page 1: Startup Toolkit for R&D

Startup R&D ToolkitNOEW 2016

Darshil Vora Yakaira Nunez

Sr. Product Designer Principal User Researcher

@darshilv @DigEthno

Page 2: Startup Toolkit for R&D

Forward-Looking Statements

Statement 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.

Page 3: Startup Toolkit for R&D

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.

Page 4: Startup Toolkit for R&D

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

Page 5: Startup Toolkit for R&D

VALIDATEDoes it work the way we want it to?

Does it need improvement?

PROBLEM FRAMING

What 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!

Page 6: Startup Toolkit for R&D

VALIDATIONBUILDING EXPERIMENTSBRAINSTORMING SOLUTIONSPROBLEM FRAMING

ME

TH

OD

SD

ELIV

ER

AB

LE

S

What do our customers need

(or want)?

How should we think about the

competitive landscape?

What problem should we solve?

Pull reports on cases

Pull reports on feature usage

Subject matter expert interviews

Competitive analysis

Review Forrester trends

Secondary research

Behavioral models

User Mental Models

UX success metrics

Design briefs

Trends Reports

Customer Segmentations

How might we differentiate from

competitors?

What new features might we

offer?

What would we do if resources

weren’t a constraint?

Customer Feedback

UI comparisons

Modes/motivation matrices

Co-Creation exercises

Design Studio/Workshops

Sketchy concepts

Storyboards

Concept systems

Are we on the right track?

Which approaches are

working

Does preference vary by

customer segment? Why?

Customer Feedback

Preference Tests

UI Pattern Alignment

Heuristic Review

Tree Tests

Accessibility Reviews

RITE Usability Tests

Invision prototypes

Keynote animations

HTML clickable protos

QU

ES

TIO

NS

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 Metrics

AppStore Reviews

Customer Feedback

Eye tracking

Unmoderated click tests

Videos to “prove it” to

stakeholders.

Identification of

outstanding issues

Recommendations

for changes

Heuristic triage

Page 7: Startup Toolkit for R&D

Problem Framing

Page 8: Startup Toolkit for R&D
Page 9: Startup Toolkit for R&D

What is 5+5?

Page 10: Startup Toolkit for R&D

What two numbers add up to 10?

7 + 3

-10 + 20

Sqrt(100) + 0

Sqrt(2) + 8.6

Page 11: Startup Toolkit for R&D

Stormboard – online white boarding

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

Page 14: Startup Toolkit for R&D

QUESTIONS METHODS DELIVERABLES

Pull reports on cases

Pull reports on feature usage

Subject matter expert

interviews

Competitive analysis

Review Forrester trends

Secondary research

Behavioral models

User Mental Models

UX success metrics

Design briefs

Trends Reports

Customer 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

Page 15: Startup Toolkit for R&D

Brainstorming Solutions

Page 16: Startup Toolkit for R&D

Brainstorming Solutions

Page 17: Startup Toolkit for R&D

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

Page 20: Startup Toolkit for R&D

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

Page 21: Startup Toolkit for R&D

QUESTIONS METHODS DELIVERABLES

Customer Feedback

UI comparisons

Modes/motivation matrices

Co-Creation exercises

Design Studio/Workshops

Sketchy concepts

Storyboards

Concept 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

Page 22: Startup Toolkit for R&D

Experimentation

Page 23: Startup Toolkit for R&D

Tip 1: Quick, Cheap and Easy!

Page 24: Startup Toolkit for R&D

Tip 2: Make your friends go through the flow

Page 25: Startup Toolkit for R&D

Tip 3: Repeat!

Page 26: Startup Toolkit for R&D

Advanced Tools

Pros

• Desktop and Mobile

• Click throughs

• Collaboration

• Organization

Cons

• Advanced interactions not

handled well

Page 27: Startup Toolkit for R&D

Advanced Tools

Pros

• Easy to learn and use

Cons

• Only mobile prototypes

• No collaboration

Page 28: Startup Toolkit for R&D

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

Page 29: Startup Toolkit for R&D

QUESTIONS METHODS DELIVERABLES

Customer Feedback

Preference Tests

UI Pattern Alignment

Heuristic Review

Tree Tests

Accessibility Reviews

RITE Usability Tests

Invision prototypes

Keynote animations

HTML clickable prototypes

Flinto 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

Page 30: Startup Toolkit for R&D

VALIDATION

Page 31: Startup Toolkit for R&D

In Person

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Online: VerifyApp

Pros

• Preference Tests

• Cheaper in comparison

Cons

• Advanced interactions not

handled well

Page 33: Startup Toolkit for R&D

Other Online Tools

Pros

• Can work with any experiment

design

• Provides recruiting options

Cons

• Expensive! $$$

• Learning curve is high

Page 34: Startup Toolkit for R&D

Google Analytics

Page 35: Startup Toolkit for R&D

PIWIK

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Optimizely

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Mixpanel (mobile)

Page 38: Startup Toolkit for R&D

QUESTIONS METHODS DELIVERABLES

Eye tracking

Unmoderated click tests

Instrumentation usage data

CogTool

AppStore Reviews

Customer Feedback

Heuristic triage

Efficiency assessments

Identification of outstanding

issues

Recommendations 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.

Page 39: Startup Toolkit for R&D

thank y u