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NACCDO | PAN | Marketing | 2007 Conference 29 April 2007 1 Usability for Dummies The What, Why, and How of Usability and User-Centered Design

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NACCDO | PAN | Marketing | 2007 Conference29 April 2007 1

Usability for DummiesThe What, Why, and How

of Usability and User-Centered Design

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 2

Agenda

• What is usability?

• Why is it important?

• How can you make websites usable?

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 3

What is Usability?• We are affected by it every day…

Which of the two signs is correct? No doubt, someone has driven the wrong way to find the “additional parking.”

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 4

What is Usability?• Usability around us… Buildings

Can you reach (or find) the TP?The staircase that goes neither up nor down.

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 5

What is Usability?• Usability around us… Packaging

Instructions were hidden in the packaging between two layers of cardboard.

You need a pair of scissors to open a pair of scissors.

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 6

What is Usability?• Usability around us… Technical devices

You can't put two USB plugs in at the same time.

The Power button right next to the Enter key.

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What is Usability?• Usability around us… Websites

Doesn’t the system already know the answer?

And how about Eck, Ng, Roy, Ott, Ram, Hu, Ing?

What goal does this page serve?

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 8

What is Usability?• Usability around us… Voting

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What is Usability?• Can you share a good or bad usability example

from your past experience?

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What is Usability?• Definition

– Usability means that people who use a user-operated device can do so quickly and easily to accomplish their tasks.

• Ease of learning – Is it easy for the user to learn the system?• Efficiency of use – How fast can the user accomplish tasks? • Memorability – Is the system easy for the user to remember?• Errors - How often do users make errors and can they recover?• Satisfaction - How much do users like the system?

– Usability measures the quality of a user's experience while interacting with a product or system.

– “The extent to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of user.“ ISO 9241-11

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What is Usability?• Terminology

UsabilityTesting

IAInformation Architecture

IDInteraction/Information

Design

UCDUser Centered

Design

UXAUser Experience

Architecture

EDExperience

Design

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Why Is Usability Important?• User Benefits

é Task completioné Confidence & trusté Satisfactioné Efficiency & productivity

ê Frustrationê Calls to support centerê Time to find informationê Error rate

• Business Benefits

é Brand perceptioné Product reputationé Competitive advantageé Number of customers

ê Support costsê User errors ê Training timeê Site abandonment

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Why Is Usability Important?Jakob Nielsen, 2003:

On the Web, usability is a necessary condition for survival.If a website is difficult to use, people leave. If the homepage fails to clearly state what a company offers and what users can do on the site, people leave. If users get lost on a website, they leave. If a website's information is hard to read or doesn't answer users' key questions, they leave.Note a pattern here? There's no such thing as a user reading a website manual or otherwise spending much time trying to figure out an interface.

There are plenty of other websites available; leaving is the first line of defense when users encounter a difficulty.

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Why Is Usability Important?• Have you had any experiences that made you

realize the importance of usability?– As a user– As a business

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How Can You Ensure Usability?

• User-Centered Design (UCD)– Design methodology that involves users throughout all stages of

development, in order to create a website that meets users' needs and business objectives.

User Needs

Business Needs Technology

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How Can You Ensure Usability?

1. Research 2. Design 3. Validate

Learn about your users, their needs, goals, attitudes, motivations, expectations, and behavior.

Ensure that the site’s organization, navigation, content, and visual design support user needs.

Test the website’s with real users and adjust the design based on the findings.

Which step do you think is more important – Research or Validate?

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 17

How Can You Ensure Usability?

• User interviews– One-on-one discussions with users which help you understand their expectations,

motivations, attitudes, and experiences.• Contextual inquiry

– Field studies which enable you to observe users in their natural environment and understand how they work.

• Card sorting– Sessions in which users are asked to organize (sort) the content in a way that

makes sense to them using cards.

1. Research 2. Design 3. Validate

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 18

How Can You Ensure Usability?

• Surveys– Online questionnaires which help you learn about the current users of your

website, their needs, and experiences on the website.• Log analysis

– Analysis of your website's log files to determine visitor paths and most/least visited content visitor paths.

• Secondary research– Review of industry publications, reports, whitepapers, and research studies

relevant to your site and target audiences.

1. Research 2. Design 3. Validate

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 19

How Can You Ensure Usability?• User Interviews: What people say they want

• What?– One-on-one discussions with users which help you understand their expectations,

motivations, attitudes, and experiences.• Why?

– Understand users’ motivations for using your website, what content they are looking for, how they expect to find it, how they might want to use the information, learn users’ language.

• How?– Define focus, select participants, write an interview script, conduct interviews (be flexible,

probe and ask follow-up questions), and analyze. May include labeling and affordance tests.

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 20

How Can You Ensure Usability?• Contextual Inquiry: What people actually do

• What?– Field studies which enable you to observe users in their natural environment and understand

how they work.• Why?

– Understand users’ mental models, observe how users perform key tasks, find out the information they need at each step, get insight into the content and organization needs.

• How?– Define focus, select participants, travel to the user’s site, shadow users as they perform their

tasks (do not impose your scenarios), act as an apprentice (ask questions, do not interrupt), collect artifacts, observe environment (social, physical, technology), analyze findings.

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 21

How Can You Ensure Usability?• Card Sorting: How people categorize information in their mind

• What?– Sessions in which users are asked to organize (sort) the content in a way that makes sense to

them using cards.• Why?

– Learn how users think about content, identify content categories, see how users expect the content to be organized, what content they expect on the home page, identify labels intuitive to users, organize information in a way that is logical to users.

• How?– Open card sort: users are asked to sort cards into groups and assign category labels.– Closed card sort: users are asked to sort content cards into pre-defined categories.– Use 50-100 numbered cards, have blank cards, ask users to talk aloud, take notes.

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How Can You Ensure Usability?• Log Analysis: How people navigate through your website

• What?– Analysis of your website's log files to determine visitor paths and most/least visited content visitor

paths. • Why?

– Evaluate content performance, determine top entry and exit pages, visitor paths, internal searches, which may indicate failed navigation or missing content.

• How?– Analyze existing log files and web stats, identify patterns and determine their causes, summarize

findings.

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How Can You Ensure Usability?

• Personas– User archetype (fictional person) used to summarize and communicate key goals,

tasks, and attributes of a major user group based on research findings.• Task Flows or Scenarios

– Diagram or chart documenting the steps that users take in order to achieve specific goals.

• Information Architecture– Site map diagram representing the website’s content hierarchy and navigation

designed to accommodate user needs and projected navigation paths.• Wireframes

– Low or high-fidelity page prototypes (blueprints) laying out the structure, content, features, and navigational tools of the page without defining the visual look and feel.

1. Research 2. Design 3. Validate

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How Can You Ensure Usability?• Persona: The user archetype we design for

• What?– User archetype (fictional person) used to summarize and communicate key goals, tasks, and

attributes of a major user group based on research findings.• Why?

– Avoid the trap of designing for an "average" user, base design decisions on the user needs rather than personal preferences, prioritize design efforts.

• How?– Analyze findings from user research, capture most representative user’s goals, tasks,

motivations, expectations, demographics, behavior, information needs, and context.

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How Can You Ensure Usability?

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How Can You Ensure Usability?• Task Flows or Scenarios: Users’ paths required to complete tasks

• What?– Diagram or chart documenting the steps that users take in order to achieve specific goals.

• Why?– Capture and communicate persona’s steps and projected navigation paths, provide specific

pages that match users' goals, tasks, and steps.• How?

– Analyze findings from user research, create task flow diagrams capturing users goals, step-by-step tasks, and decision points.

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How Can You Ensure Usability?

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How Can You Ensure Usability?• Information Architecture: Website’s content hierarchy

• What?– Site map diagrams representing the website’s content hierarchy and navigation designed to

accommodate user needs and projected navigation paths.• Why?

– Describe at a high level the website’s structure and user experience flow, provide a visual communication tool for project stakeholders, content writers, designers, and developers.

• How?– Based on the identified users’ goals, content & feature needs, priorities, and projected navigation

paths, create a site map diagram using Visio or other diagramming tool.

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How Can You Ensure Usability?

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 30

How Can You Ensure Usability?• Wireframes: Website’s page-level blueprints

• What?– Low or high-fidelity page prototypes (blueprints) laying out the structure, content, features, and

navigational tools of the page without defining the visual look and feel.• Why?

– Gather feedback from users while still planning and designing the website, save redesign costs by ensuring usability early in the development process, clarify specific requirements.

• How?– Based on the identified users’ goals, needs, priorities, navigation paths, and website’s information

architecture, create page wireframe mockups using Visio or other tools.

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 31

How Can You Ensure Usability?

NACCDO | PAN | Marketing | 2007 Conference29 April 2007 32

How Can You Ensure Usability?

• Usability Testing– In a standard usability test, the user is asked perform typical tasks using the

system/design prototypes, while observers watch and take notes.• Log analysis

– Analysis of your website's log files to determine visitor paths and most/least visited content visitor paths.

• Metrics– Site evaluation against established strategic metrics goals, such as conversions,

page hits, etc.

1. Research 2. Design 3. Validate

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How Can You Ensure Usability?• Usability Testing: User validation of the website’s design

• What?– In a standard usability test, the user is asked perform typical tasks using the system/design

prototypes, while observers watch and take notes.• Why?

– Find out if the website’s design allows users to complete their tasks effectively, efficiently, and with satisfaction, identify and prioritize usability problems.

• How?– Test early and often. Define the objectives, select participants, identify the tasks for the test,

create usability testing script, conduct the tests, analyze results, provide redesign recommendations.

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Sample Usability Testing• Video clip

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Q&A• Questions?

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References & Credits• thisisbroken.com (usability around us)• usability.gov (UCD methods)• flickr.com (images)• geonetric.com (persona sample)• albany.edu (phone interview image)• webstudio.cl (card sorting image)• upassoc.org/upa_publications/upa_voice ( usability testing image)• gdoss.com (wireframe sample)