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REMOTE, SYNCHRONOUS USER RESEARCH FOR INTERNATIONAL USABILITY A case study

Remote, Synchronous User Research For International Usability

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This case study presents the opportunities of carrying out remote, synchronous user research for international studies. Remote research is an extremely appealing proposition for the myriad of fast, innovative, small and medium firms marketing their online services and web applications to an international audience. But it could also be used by large corporate organisations to carry out more frequent user research programs.Remote synchronous user research can include semi-structured interviews, user observations and usability testing methods. Online conferencing tools are now widely accessible and they offer audio conferencing, desktop sharing, chat and audio and video recording. In this case study, user research complemented the agile development of an online keyword research tool with a broad international audience. The goal of the first stage was to gather the requirements for the user experience redesign. The goal of the second stage was to gather feedback on the interface prototypes. Remote, synchronous user research requires thorough preparation, as traditional research does, but presents additional technical challenges: testing in advance the users’ system configuration, having a procedure for technical troubleshooting and involving stakeholders in the research as remote observers. Remote user research will never substitute contextual inquiry and usability testing, but it presents unique opportunities: it doesn’t require a research facility, it decreases travel costs and times, it can make it easier to involve specific, time poor audiences and it allows user research across the world.

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Page 1: Remote, Synchronous User Research For International Usability

REMOTE, SYNCHRONOUS USER

RESEARCH FOR INTERNATIONAL

USABILITY

A case study

Page 2: Remote, Synchronous User Research For International Usability

Introduce case study

Methods

Process

Guidelines

Benefits and challenges

Outline

Page 3: Remote, Synchronous User Research For International Usability

Definition:

“A facilitator interacts with a participant

who is remote and leads the research

activities in real time”

E.g. Remote usability testing

Remote, synchronous user research

Page 4: Remote, Synchronous User Research For International Usability

Definition

“Observers do not have access to the

participants in real time, and there is no

facilitator interacting with them during

data collection”

Also called „unmoderated‟

E.g. Usability Analytics, remote card sorting

… vs. remote & asynchronous

Page 5: Remote, Synchronous User Research For International Usability

Case study

Online keyword research firm

Search Engine Optimisation and Pay-Per

Click

~10 years on the market

60% US 40% Europe

Page 6: Remote, Synchronous User Research For International Usability

Unique challenges

By developers, for developers

Additional features bolted on, no evolution

Evolution of the user base

Small web agencies, internet start-ups, one man

bands

Difficult to involve representative users

Challenges

Page 7: Remote, Synchronous User Research For International Usability

Remote Desktop Sharing

© TechSmith

Page 8: Remote, Synchronous User Research For International Usability

Video

Remote desktop sharing tool

Audio Price

£

££

Notes

X

X

£££

Only US and Canada!

Page 9: Remote, Synchronous User Research For International Usability

The process

User research

• Semi-structured interviews

• Observation

• Qualitative analysis

Design

• Rapid development

Usability evaluation

• Redesigned homepage

• Redesigned main user flow

• Qualitative evaluation

2 weeks 2 weeks 2 weeks

Page 10: Remote, Synchronous User Research For International Usability

One-to-one

Flexible interview

protocol

Prompts:

Sample demographic

Work practices

Other keyword research

tools

Remote User research: Semi-structured interview

User research

Page 11: Remote, Synchronous User Research For International Usability

Prompts to tasks

Think-aloud protocol

Direct advice

Master-Apprenticeship

model

learning by practical

experience as if

„apprentice‟

Remote user research: observation

User research

Page 12: Remote, Synchronous User Research For International Usability

Introduction & Set up

Demographics

Interview

Observation

Feedback

Degree of confidence with the participant

Page 13: Remote, Synchronous User Research For International Usability

Perceptions and

expectations from the

homepage

Usability test of prototype

of the keyword research

tool

Remote usability evaluation

User research

Usability evaluation

Page 14: Remote, Synchronous User Research For International Usability

Immediate improvements to the user

experience

A rich model of users‟ work process

A set of research-based personas

Achievements

Page 15: Remote, Synchronous User Research For International Usability

Test your workstation

Invitation and incentives

Scheduling the sessions

Technical troubleshooting

Remote observers: pros and cons

Be prepared

Page 16: Remote, Synchronous User Research For International Usability

Test your workstation

Desktop sharing

Screen capture software

Audio recording

Page 17: Remote, Synchronous User Research For International Usability

Invitation and incentives

Invitation

+ incentive

Schedule Session Thank YouConfirmation

+

Consent

Page 18: Remote, Synchronous User Research For International Usability

Dear XXX,

My name is Giorgio Venturi and I am a user experience consultant working with YYY to improve their customer user experience.

Would it be convenient for you to have our interview today, 1.30pm EST? It will last about 1 hour.

Alternatively, please advise us on another time.

Please find attached the consent form

Scheduling the session

Page 19: Remote, Synchronous User Research For International Usability

Hi XXX YYYY,

Thank you for your confirmation. The interview will begin today at 1.30pm EST

(6.30 GMT) and it will last about 1 hour.

The session will require desktop sharing with audio and video recording. We would

like to record the session in order to analyse it in depth at a later time. The

recording will be used only internally within XXXX XXX and it will not be used for

any other purpose. Please confirm if you are comfortable with this.

The interview session will require:

1. A PC or Mac,

2. A broadband connection

3. A landline number or alternatively Skype

When you receive this email, please check if your system is ready for desktop

sharing

At the meeting's start time click the following link to join

http://www.yugma.com/app/loading.php?user=&role=4&collsession=203084014

Your free 3 months subscription to XXXX YYYY will we activated within 1 week.

Troubleshooting

Page 20: Remote, Synchronous User Research For International Usability

Remote observers: pros and cons

Pros

One or more

observers

Immediate impact

on design team

At a distance

Cons

Can reduce

confidence

„Educated‟

observers

Page 21: Remote, Synchronous User Research For International Usability

No research laboratory

Cost & timings

Real context of use

High-value, time-poor user segments

International research on a budget

Well complements agile, rapid development processes

Do not differ too much from „presence research‟

Benefits

Page 22: Remote, Synchronous User Research For International Usability

Lack of non-verbal and environmental

cues

Not easy to manage the interpersonal

dynamics across cultural and linguistic

barriers

Challenges

Page 23: Remote, Synchronous User Research For International Usability

Share a case study

Process

Methods

Tips

Benefits and challenges

Remote synchronous methods are an appealing proposition for both small and large firms

Conclusions

Page 24: Remote, Synchronous User Research For International Usability

Handouts & Templates

Usercentred.net

What next?

Page 25: Remote, Synchronous User Research For International Usability

GRAZIE!Questions?

Q&A