lean experimentation

Lean ExperimentationHow to leverage online experiments in research and practice

Cornell IS Breakfast TalkApril 4th, 2012

Thomas HøgenhavenTwitter: @thogenhaven

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Agenda

1. Conducting Online Experiments

2. Experimentation Literature

3. Experimentation in SMEs and Government Today

4. Lean Experimentation

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Conducting Online ExperimentsI

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The Why Bother Question

“While some social scientists engage in small-scale

controlled experimentation with dozens of users or

groups, the capacity to perform large-scale interventions

with thousands of users opens up new opportunities for

research."

(Preece and Schneiderman 2009: 25).

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What I Mean With Online Experiments

In online experiments, we are interested in examining

online behavior. Not just using the internet as a means

to examine offline behavior.

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What I Mean With Online Experiments

VariationA

VariationB

Variationn

Independent variable

Dependent variable

OnlineBehaviorBehavior Online

Behavior

Statistical test

Difference

Dependent variable

OnlineBehavior

Users

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The High-Level Experimental Process

Thomke 1998: 745.

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Example: Experimentation At Microsoft

Guess which one performs better, in each of these 8 pairs.

Anyone getting 6/8 right, wins a t-shirt

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Experimenting At Microsoft

Kohavi et al (2009): Online Experimentation at Microsoft

A B

A B

A B

A B

A B

A B

A B

A B

Which one is significantly better?[] A[] B[] None of them

1

2

3

4

5

6

7

8

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Experimenting At Microsoft

Kohavi et al (2009): Online Experimentation at Microsoft

A B

A B

A B

A B

A B

A B

A B

A B

0 / 200 Microsoft employeesgot more than 5 / 8 answers right

1

2

3

4

5

6

7

8

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What Is The Effect Of Experiments?

33%

33%

33%

Improvement No Effect Disimprovement

Kohavi et al (2009): Online Experimentation at Microsoft

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Is That Just Microsoft Being Microsoft?

No. Estimating effects of changes is incredible hard.

Netflix considers 90% of what they try to be wrong.

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It’s Actually Hard To Predict

https://whichtestwon.com/past-tests

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Experimental Literature2

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Current Experimental Framework in HCI

Psychology &Social Psychology

Experimental methodology literature

HCI

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Offline And Online Experiments

• Psychology literature sometimes uses the internet to study human behavior

• But it does not use the internet to study the internet

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For example...

2010

No mentions of experimentation in online environments

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Offline And Online Experiments

Laboratory Field

Offline

Online

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Offline And Online Experiments

Laboratory Field

Offline

Online

Psychology covers this

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Offline And Online Experiments

Laboratory Field

Offline

Online

Psychology covers this

But not this

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The Research There Is, Is Not Systematic

"To the extent of our knowledge, no research has so far been

reported on treating online test design and implementation in a

systematic manner"

(Cámara and Kobsa 2009: 18).

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Online Experiments In Academia

CHI and CSCW use experiments all the time - but more can be

invested in methodology literature.

This will help explore possibilities and limitations of online

experimentation

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Experimentation In SMEs And Government Agencies Today3

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State Of The Art In Industry Today

• Experimentation is increasing

• At least 25 different software vendors• $0 - $320,000 a year*

*Source: whichmvt.com

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Practice Has Its Own Literature

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Website Experiments

Several ways to conduct experiments1. Server-side / Client-side

2. A/B Test / Multivariate Test

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Not Overly Expensive Software

Google Website Optimizer(free)

Visual Website Optimizer($600 - $3000 / year)

Just 2 out of 25+ vendors

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A/B/n Experiment

WebpageA

WebpageB

Webpagen

Javascript

Independent variable

Dependent variable BehaviorBehavior Behavior

Statistical test Difference

Dependent variable Behavior

Users

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Google Website Optimizer

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Limitations Of Mainstream Experimental Software

1. Limited to between-subject design

2. Lack of data export

3. No control over statistical test

4. Expensive coding necessary

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Limitation 1: Limited To Between Subject Design

• Cannot control for individual differences (No such data is collected / made available)

• Requires more experimental subjects

• No pre-experimental data is collected

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Limitation 2: Lack of Data Export

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Google Website Optimizer: Data Export

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Visual Website Optimizer

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Visual Website Optimizer: Data Export

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Software Limitations: Data Export

• Some software better than other

• No data on individual users

• No segmentation on background variables

• This might be the biggest problem, as this is where many significant results lie.

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Limitation 3: No Choice Between Statistical Tests

Okay?

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Statistical Test = Chance To Beat Original

“The chance to beat original ... displays the probability that a combination will be more the successful than the original version.

When numbers in this column are high, perhaps around 95%, that means a given combination is probably a good candidate to replace your original content.

Low numbers in this column mean that the corresponding combination is a poor candidate for replacement.”

http://support.google.com/websiteoptimizer/bin/answer.py?hl=en&answer=55944

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Visual Website Optimizer Is More Transparent

“ Visual Website Optimizer uses z-tests for both A/B tests and multivariate tests”

Standard Error (SE) = Square root of (p * (1-p) / n)

http://visualwebsiteoptimizer.com/split-testing-blog/what-you-really-need-to-know-about-mathematics-of-ab-split-testing/

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z-tests

• Focus on a single parameter

• Assumes parametric assumptions are met

We don’t know if data fits this

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Limitation 4: Coding Required

WebpageA

WebpageB

Webpagen

Javascript

Independent variable

Dependent variable BehaviorBehavior Behavior

Statistical test Difference

Dependent variable

UsersHave to

be coded

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Software Limitations: Expensive Coding

We already coded it, so we can as well keep it. I hate working for no reason

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Software Limitations: Expensive Coding

I knew this wouldn’t work! We should never have spent resources on it...

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The Challenge

1. Overcome methodological limitations of experimental

software

2. Reduce development costs

3. Explore possibilities and limitations of online experimentation

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Lean Experimentation4

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Test Environment

ProxyA

ProxyB

Proxyn

Independent variable

Dependent variable Behavior

Statistical test Difference

Dependent variable

Behavior on website

Users

Behavior on website

Behavior on website

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Proxies For Experimentation

Website Email

Survey Ads

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Comparative Advantages And Disadvantages

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Lean Experimentation Principles

1.Test assumptions, ideas, and theories

2. Test before coding, not after

3. Test in the field

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1. Test Assumptions, Ideas, And Theories

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2. Test Before Coding, Not After

Bad Idea

Good Idea

Experimentation

Implementation

Ideas

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3. Test In The Field

• Identical design patterns have different effects in different contexts

• E.g. social comparison information in respectively competitive and cooperative communities

• Cocktail effects are largely unknown

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Requirements Of Lean Experimentation

1. Independent groups

2. Random assignment

3. Allows tracking

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Why Use Proxies For Experimentation?

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Test Environment

• Manipulates the independent variable through a proxy

• Examines dependent variable in natural field environment

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Test Subjects

• Existing users (when using website, email, and survey)

• Potential users (when using advertisements)

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Proposed Usage and limitations

Good for• Ideas• Theories• Hypothesis• Features

Less suited for• Small changes• Graphical changes

Can be useful if testing assumptions

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Data Output

• Mixed sources that need to be combined• Open / CTR rates from proxy• Web analytics• SQL databases

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Durability of Proxy Experiment is short

0

4

8

12

16

Wk0 Wk1 Wk2 Wk3

Control Experimentation

Email experiment

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Buy In Needed

1. Making changes on websites

2. Sending Emails

3. Conducting Surveys

4. Running Ads

Hard to sell

Easy to sell

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Feedback Quality

1. Wireframes / early stage development

2. Finished / Nearly finished stages

Critical feedback

Not so critical feedback

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Influence On Decisions

Increased likelihood of impact when getting experimental effect data early

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