UX medium Flashcards
What do you need to do after the briefing with stakeholders?
Create shared document to make sure everybody is on the same level if understanding
Never do during interviews and meetings with stakeholder
Never offer solutions right during the meeting/interview
The tool for transcription audio notes
Otter (English), oTranscribe
What is Business Model Canvas
It is a strategical management template which is used for documenting brief product’s / company’s business model. Consists of nine boxes: key partners, key activities, key resources, value propositions, customer relationships, channels, customer segments, cost structure, revenue streams
Business model canvas scheme
What is the difference between Business model canvas and Lean canvas
We use Business model canvas for existing businesses and Lean canvas for startups
Lean canvas scheme
Value proposition
Describes the benefits customers can expect from your products and services.
Value (Proposition) Map
Describes the features of a specific value proposition in your business model in a more structured and detailed way. It breaks your value proposition down into products and services, pain relievers, and gain creators.
Value Proposition Map consists of
Products&Services, Gain creators, Pain relievers
Customer Profile
The Customer (Segment) Profile describes a specific customer segment in your business model in a more structured and detailed way. It breaks the customer down into its jobs, pains, and gains.
What is a fit between Value map and Customer profile
You achieve Fit when your value map meets your customer profile—when your products and services produce pain relievers and gain creators that match one or more of the jobs, pains, and gains that are important to your customer.
What customer profile consists of
It breaks the customer down into its jobs, pains, and gains.
How do we get to know our customer
- Assumptions
- Secondary research
- Surveys
- Interviews
- Customer Support
- Marketing team
- Database queries
What the story of the user may consist of
• the way of thinking• background• current scenario of problem solving
Persona map
- Goals
- Needs
- Wants
- Fears
- Pain points
- Story
- Picture, name
- Optional demographic
Ideal persona canvas
How to conduct internal stakeholders interview
- Clarify your own research goals
2. Identify stakeholders
Questions to clarify research goals for the interview with stakeholders
- What do you need to learn in order to move forward with this research project?
- Does everyone agree about project objectives, or do they have conflicting goals and ideas?
- How do they perceive their own role in the success of the project?
- What work has already been done, and what needs to be started from scratch?
- What does long-term success look like to each stakeholder, in the context of this project?
- Why are we building this product?
- What do we know about our user’s preferences around this product, and likewise, what are we not yet sure about?
- Are there competitive examples of what we’re building that we should take a look at?
Who are internal stakeholders
Anyone whose job will be impacted by your research is a stakeholder, regardless of seniority or job title.
Hidden stakeholders
People whose input and approval you need, but whose relevance isn’t obvious. These could be people like customer support specialists who will end up shouldering a lot of the burden of bad product design, or they could be silent partners who might weigh in heavily at the tail end of a project.
Potential UX stakeholders
Have organizational influence
Make decisions about time, money, and resources. Are involved in the UX and product design process
Have information relevant to your project. Will be expected to act on research insights
Key scenarios analysis. Как начать
- Взять все юзер роли
- Выписать список задач, которые все эти пользователи могут делать в интерфейсе (это все юзкейсы сценариев)
- После этого начинаем прорабатывать все по одному по схеме.
- Рядом с каждым проработанным сценарием прорабатываем ветку userflowСкорее всего, абсолютно все предусмотреть не удастся. Корнер кейсы, которые всплывут потом, пока не учитываем. Поэтому мы и называем эту методику именно key сценарии
Что такое юзкейс
Решение конкретной задачи через интерфейс (то, что пользователь хочет или может делать в интерфейсе)
Схема проработки каждого Key scenario analysis
- Who am I?
- What is my goal?
- Why it’s my goal?
- What’s the trigger?
- What actions do I need to do to achieve the goal?
- What is my desired outcome?На выходе получаем job story:
When situation, I want to motivation, so that I expected outcome
Структура Job story
When situation, I want to motivation, so that I expected outcome
Здесь цель (motivation) — четкая примитивная цель в рамках интерфейса (не абстрактная, не результат). На примере инстаграмма — запостить фотографию. На примере обучающей платформы — написать ментору.
Пример:
When I faced some problems with the platform or can’t join the private lesson, I want to text my mentor, So that I can inform him and get some help as soon as possible.
Пример заполненного Key scenario analysis
Job story:
When I faced some problems with the platform or can’t join the private lesson, I want to text my mentor, So that I can inform him and get some help as soon as possible.
Как выглядит Userflow, который мы создаем рядом с разобранным Key scenario analysis
Этапы Discovery по Паше Билащуку
Основное: * Business model canvas * Persona или protopersona * Value proposition canvas * Key scenario analysis (юзкейсы) + userflow Опционально: * Информационная архитектура (appmap/sitemap — страницы, разделы, меню и его подразделы ) * Competitors research * Visual research Не только наша зона ответственности: * [создание беклога и эстимейты]
Определение visual approach
Делается в конце дискавери или в начале работы.
- Следование гайдлайнам и существующим продуктам — самый простой путь
- Чтобы сделать что-то новое, нужен еще и визуальный research
Value proposition canvas
- Матчится ли то, что мы знаем о бизнесе с тем, что мы знаем о пользователе
Создание протоперсоны со стейкхолдерами
На воркшопе создаем shared документ с лэйаутом для заполнения персоны каждым стейкхолдером. Даем в тишине мин 20 на заполнение. А потом каждый презентует (желательно от первого лица). На основе повторяющихся элементов создается финальная персона.
Чим відрізняється персона від протоперсони
Протоперсона базується на припущеннях команди й ще не підтверджена інформацією від ЦА. Персона – це набір уже провалідованої інформації про ЦА. Тобто, з часом під час досліджень побудована на припущеннях протоперсона перетворюється на персону.
Types of customers jobs (value proposition canvas)
- Functional
- Social
- Emotional / personal
Supportive
Functional customer jobs
To perform a specific task or solve a specific problem, for example, mow the lawn, eat healthy as a consumer, write a report, or help clients as
a professional.
Social customer jobs
To look good or gain power or status. These jobs describe how custom- ers want to be perceived by others, for example, look trendy as a consumer or be perceived as competent as a professional.
Personal/emotional customer jobs
To seek a specific emotional state, such as feeling good or secure, for example, seeking peace of mind regarding one’s invest- ments as a consumer or achieving the feeling of job security at one’s workplace.
What are supporting customer jobs
- Buyer of value
- Co-creator of value
- Transferrer of value
Buyer of value supportive job
jobs related to buying value, such as comparing offers, deciding which products to buy, standing in a checkout line, completing a purchase, or taking delivery of
a product or service.
Co-creator of value supportive job
jobs related to cocreating value with your organization, such as posting product reviews and feedback or even participating in the design of a product or service.
Transferrer of value supportive job
jobs related to the end of a value proposition’s life cycle, such as canceling a subscription, disposing of a product, transferring it to others, or reselling it.
Customer pains
Pains describe anything that annoys your customers before, during, and after trying to get a job 14 done or simply prevents them from getting a job done. Pains also describe risks, that is, potential bad outcomes, related to getting a job done badly or not at all.
Types of customer pains
- Undesired outcomes
- Obstacles
- Risks
Questions to find our customer pains
- How do your customers define too costly? Takes a lot of time, costs too much money, or requires substantial efforts?
- What makes your customers feel bad? What are their frustrations, annoyances, or things
that give them a headache?
3.
Types of customer gains
- Required
- Expected
- Desired
- Unexpected
Questions to find out customers gains
- Which savings would make your customers happy? Which savings in terms of time, money, and effort would they value?
- What quality levels do they expect, and what 17 would they wish for more or less of?
- How do current value propositions delight your customers? Which specific features do they enjoy? What performance and quality do they expect?
- What would make your customers’ jobs or lives easier? Could there be a flatter learning curve, more services, or lower costs of ownership?
- What positive social consequences do your customers desire? What makes them look good? What increases their power or their status?
- What are customers looking for most? Are they searching for good design, guarantees, specific or more features?
- What do customers dream about? What do they aspire to achieve, or what would be a big relief to them?
- How do your customers measure success and failure? How do they gauge performance or cost?
- What would increase your customers’ likelihood of adopting a value proposition? Do they desire lower cost, less investment, lower risk, or better quality?
Common mistakes for mapping jobs, pains and gains
- Mixing some customer segments in one profile
- Mixing jobs and outcomes
- Focusing on functional jobs only and forgetting about social and emotional jobs
- Listing jobs, pains, and gains with your value proposition in mind
- Identifying too few jobs, pains, and gains
- Being too vague in descriptions of pains and gains
The difference between jobs and gains in value proposition canvas
Jobs are the tasks customers are trying to perform, the problems they are trying to solve, or the needs they are trying to satisfy.
Gains are the concrete outcomes they want to achieve—or avoid and eliminate in the case of pains.
What is the difference between persona’s goals and wants?
Goals are desired outcomes and wants are what will make the process of attaining goals more comfortable
What is the difference between persona’s fears and pains?
Pain is existing or recurrent inconvenience or problem. Fear might not happen at all or be very unlikely
What is needs in persona’s framework?
It is something what does the person needs to achieve goal
What is a design process
The Design Process is an approach for breaking down a large project into manageable chunks.
Stages of scientific method
- Make an observation
- Ask a question
- Form a hypothesis, or testable explanation
- Make a prediction based on the hypothesis
- Test the prediction
- Repeat/Iterate
Stages of any design process (design thinking)
- Empathize
- Define
- Ideate
- Prototype
- Test
On which stages of design process mistakes are normal
Here are normal: * Empathize * Define * Ideate Here shows not good level of professionalism: * Prototype * Test
Круги Эйлера
геометрическая схема, с помощью которой можно изобразить отношения между подмножествами, для наглядного представления
Human Centered Design
Табуретка Нормана
About the first stage of the design process
Empathise (with people)
Aim of the stage
• Understand who are the people you are designing for;• Empathise to them and understand their goals, pains, gains and way of thinking/living.
What to do at this stage• Find and meet your TA;• Talking to people you are designing for. Conduct interviews;
Empathy maps, interview repots, personas…
with people
About second stage of design process
Define (a problem)
Aim of the stage
• Extract, sort and prioritise people’s pains from the previous step; • Identity problems to solve.
What to do at this stage• Convert pains and fears into design challenge.
How might we
About third stage of design process
Ideate (a solution)
Aim of the stage
• Based on the problem/s identified on the previous stage come up with testable solution;
What to do at this stage• Create a considerable number of potential solutions; • Vote and rate it. Determine the best solution/s to prototype.
Brainstorm sessions, conceptualising, user flows, IA, CJM…
About forth stage of design process
Prototype (a solution)
Aim of the stage
• Convert ideas into something testable.
What to do at this stage• Choose the best type of the prototype for the certain ideas• Build a prototype.
Diagrams, paper prototypes, wireframes…
About 5th stage of design process
Test (a solution)
Aim of the stage
• Check whether a solution works or not; • If works, how well?• If not, why?
What to do at this stage• Organise a test sessions;• Gather and analyse feedback.• Go back to the stage where problems occurs.
Test report, test analysis…
Which company department can give some information about persona’s
Marketing department
What is maximum reasonable amount of Personas?
Around 10. If more, then very hard to keep them up to date
What is the difference between goals and wants in persona’s profile
Ціль — це те, без чого в продукті не буде сенсу.
Wants — nice to have. Це параметри, які дають нам змогу розвивати бізнес далі
What is the difference between pain points and fears?
Pain point is a recurring or permanent problem.
Fear is something that has some probability
What is the difference between primary and secondary research
Primary research
- качественные исследования (глубинные интервью, юзабилити тестирование и тд)
- количественные исследования (аналитика, аб тестирование, опросы и тп)Secondary research
- анализ рынка и конкурентов
- анализ продукта и личный опыт использования
- анализ данных из открытых источников
What is primary research
- качественные исследования (глубинные интервью, юзабилити тестирование и тд)
- количественные исследования (аналитика, аб тестирование, опросы и тп)
What is secondary research
- анализ рынка и конкурентов
- анализ продукта и личный опыт использования
- анализ данных из открытых источников
Типы конкурентов
- Direct competitors
- Secondary (indirect) competitors
- Indirect (replacement) competitors
Direct competitors
They do the same job in the same way (McDonalds and BUrger King)
Secondary competitors
They do the same job in a different way (Skype vs Business class travel)
Indirect (replacement) competitors
They do a different job with a conflicting outcome (McDonalds and Weight Watchers, coffee and kale)
Где искать цифровых конкурентов
- Product hunt
* Alternative tool
Points of parity
Обязательный функционал, который обязан быть в конкурирующих продуктах. Без него пользователи не будут воспринимать этот продукт
Анализ ценностного предложения
- Points of parity
* Points of difference
Points of difference
То, что выделяет продукт на фоне остальных на рынке
A typical competitor analysis matrix consists of
- Competitor’s name
- URL
- About (main value proposition) from Crunchbase
- The number of users/downloads (monthly)
- The main features being offered
- Strengths (optional)
- Weaknesses/areas of improvement (optional)
- Monetization model / revenue streams
- Notes
Questions for in-depth competitors analysis
- what are competitors doing right, and what they might be struggling with, leaving opportunities available.
- What is the precise nature of the problem they’re solving?
- What are the specific features of a competitor’s product designed to solve the problem?
- How well are they solving a problem? Could it be improved?
- Examine how easy or frustrating it is to complete a task.
Competitor functional analysis matrix
Feature list and if every competitor has the specific feature from the list
Amount of competitors to analyze deeply
2-4
And the more the better for brief general analysis (around 10)
Possible deliverables after competitors research
- The goal of research
- The list of direct (among them key), indirect, and replacement competitors
- The general competitors analysis matrix
- The functional competitors analysis matrix
- A link to the screenshots (Miro/Figma boards)
- Notable findings
High-level take-aways/conclusions
An extensions for taking webpage screenshots and screencasts
- Awesome screenshot https://chrome.google.com/webstore/detail/awesome-screenshot-and-sc/nlipoenfbbikpbjkfpfillcgkoblgpmj
2.
Before the competitor research
- To understand exactly what information you are looking for
Goals of competitor analysis
Why are you doing this competitor analysis? What do you hope to achieve?
- To see how many competitors are there
- To know the strengths and weaknesses of your competition
- To understand own areas to growth
The tools for analyzing websites traffic
- Similar web
- Compete.com
- Quantcast
- Alexa
Tools for iPhone stats
- App Annie
- AppFigures
- Mopapp
- Distimo
What is UGC
User-generated content
Types of personas
- Marketing
- Design
- Protopersona
Marketing personas
Some basic characteristics such demography, habits, preferences etc. show facts but not explain ‘why’
Design personas
Focus on user goals, current behavior, and pain points as opposed to their buying or media preferences and behaviors. They are based on field research and real people. They tell a story and describe why people do what they do in attempt to help everyone involved in designing and building a product or service understand, relate to, and remember the end user throughout the entire product development process.
Why it is good to have a primary persona
When you design for your primary persona, you end up delighting your primary persona and satisfying your secondary persona(s). If you design for everyone, you delight no one. That is the recipe for a mediocre product.
Reasons to make personas
- Personas can be used to validate or disprove design decisions.
- Personas allow us to set and prioritize feature requests.
- Personas are an inspiration in ideation.
Usability heuristics
- Visibility of system status
- Match between system and the real world
- User control and freedom
- Consistency and standards
- Error prevention
- Recognition rather than recall
- Flexibility and efficiency of use
- Aesthetic and minimalist design
- Help users recognize, diagnose, and recover from errors
- Help and documentation
Виды исследований
Количественные (что пользователи делают) и качественные (почему)
Какой тип исследований важнее дизайнеру
Качественные исследования (не количественные). Потому что там находятся инсайты (но лучше комбинировать)
Что такое парситипативный дизайн
Когда пользователь создаёт что-то вместе с нами
What do we need before interview
- Research questions (why we can’t start working on project right now)
What is result of the stage of user interviews?
Clearly formulated answers to research questions
Where to find respondents for the interviews
- Application / webpage itself
- Own Facebook page
- Custom Facebook groups
When to stop conduct interviews
When you have reached the point of saturation — with each next interview you don’t get any new information
Про интро на пользовательских интервью
Респондентам лучше не знать в деталях, что мы исследуем. Минимум информации. Иначе они начинают размышлять, что нам нужно сказать, а что по их мнению не будет полезным
Цель пользовательских интервью
Собирать истории. Не должно быть блиц-опроса
Вредные привычки на интервью
Избавиться от привычки после вопроса добавлять варианты (где вы создаёте накладные — на ходу, дома и тд). От привычки спрашивать про обычно, как правило и тд. Это плохие вопросы, потому что ответы сильно рационализированы. Надо про конкретные случаи.
Service designer
Обеспечивает бесшовное прохождение всего сценария, независимо от точек контакта
Userflow
Отображает все возможные разветвления клиентских сценариев и того, как сервис реагирует на разные действия пользователя
UX assessment
Research and testing without users
Research without users methods
- Cognitive walkthrough
- Heuristic evaluation
- GOMS
- Databases (SQL)
Cognitive walkthrough
A method which allows to understand learnability and ease-of-use of the interface.
We take a colleague and see how he interacts with the interface the first time. It helps to find the most rough mistakes in the interface before user testing.
Better with triangulation (some people who are nearby)
❗️Is not enough alone, needs other methods to complement
Preparing to cognitive walkthrough
- Prepare description of the product for the person
- To understand persona or protopersona and to choose more appropriate colleague
- To give scenario
During cognitive walkthrough
We ask the person to comment all his actions
Before every action concentrate on: Does the user know what action to take to proceed towards the goal?
After every action concentrate on:
Did the user understand if that step succeeded?
Cognitive walkthrough questions
Before each action
- Does the user try to achieve the right effect?
(Например, в Airbnb надо сначала указать место, а он сразу ищет фильтр по цене) - Does the user notice that the correct action is available?
(Например он знает, что надо ввести место, но не может найти поле для ввода) - Does the user associates the correct action with the effect trying to be achieved?
(Имеет ли он представление о том, что должно произойти дальше?)
И после действия:
4. If the correct action was performed does the user understand that he achieved progress towards his goal?
(Он увидел варианты жилья — понял ли он, что это такое)
Example of cognitive walkthrough deliverable
Simplified question for cognitive walkthrough
Before:
1. To make progress toward their goal, does the user know what action to take next?
After
2. Based on the system response, does the user see that progress is being made towards their goal completion?
Specifics of cognitive walkthrough
Better if it is not finalized interface (with hovers/animation etc) but more rough wireframes. Because interface should be clear on that stage. Hovers and animations then will make it just a little more understandable
For checking what type of users we usually use cognitive walkthrough?
For new users which see interface the first time
Heuristics evaluation
Checking the product by all heuristics of Nilsen
❗️Requires triangulation (one person — up to 35%, 3-5 people — 50-75%. 15-25 people — up to 95%)
Process of triangulated heuristic evaluation
3-5 experts do heuristic evaluation separately, without discussing which each other. Discussion only after evaluation was finished
Severity of usability problems
0 = I do not agree that it is a usability problem 1 = only cosmetic problem: no need to fix if the project does not have enough time for this 2 = minor usability issue: fixing this should be planned with low priority 3 = big usability problem: it’s important to fix it, so you should give high priority 4 = usability catastrophe: you need to fix it before the product can be released
Factors of severity problems
- Frequency of the problem — is it common or rare
- The impact of the problem — is it easy or difficult to overcome the problem
- Persistence of the problem — is this a one time problem that users can overcome when they already know about it, or will users constantly worry about the problem?
Heuristic evaluation report structure
- Title, Presentation of experts
- Outputs (first)
- Summary table
- Methodology presentation (in general, heuristic description, severity description, what impacts severity). Why do we need this methodology in our case
- Screenshots and explanations (one page — one problem)
Structure of heuristic problem description
Better number of severity
Example of table for heuristic analysis
What is GOMS
It is a family of predictive models of human performance that can be used to improve the efficiency of human-computer interaction by identifying and eliminating unnecessary user actions
GOMS acronym
Goals — a state to be achieved
Operators — elementary motor or cognitive gestures
Methods — procedure for accomplishing goal
Selection rules — how do we choose between available methods
GOMS scheme