This document discusses the benefits and challenges of conducting remote user research. Some key benefits include ease of recruiting participants, ability to observe participants in their real environments, and no limits on the number of observers. However, challenges include limited participation to those with fast internet, risks of technical failures, and inability to see participant faces. The document provides recommendations for how to structure remote research, including using scheduled moderated sessions, recruiting participants, obtaining consent, using screen sharing software, and dealing with technical issues. Real examples are provided of companies that have successfully used remote research.
5. Selling remote
research...
Ease of recruiting
Recruiting quality
Participants real environment
No limit to the number of observers
If real-time recruiting, using actual tasks
6. ... but there are some
caveats
Limited to only participants with fast
internet access
Lots of opportunities for tech failure
Cant see participant faces
7. ... but there are some
caveats
Timezones
Languages
Mobile
Secret works in process
Consent for minors
8. Go remote if:
You can share what youre studying
You dont have easy access to your target
users
Youre not working with minors
9. Exercise
What big questions is your organization
facing?
How are you addressing those big
questions?
10. How to do remote research
鍖ickr.com/62327186@N00
11. Components
Participant
Moderator
Observer(s)
Tasks
Computer
12. Components
Participant Participants computer
Moderator Internet access
Screensharing software
Observer(s) Plus:
Phone
Tasks
Moderator/observer
Computer communication
Recording mechanism
14. Scheduled &
moderated
Pro: Doesnt require access to code
Pro: Could be easiest transition from in-
person studies
Con: Tasks arent authentic
Con: Scheduling takes time
17. Recruiting
House ads
Event websites
Customer lists
Recruiting agencies
Twitter
Mechanical Turk
18. Screening and
scheduling
Screen for behavioral and demographic
targets
Ask for: name, age, internet access, willing to
install plug-in, time zone, email address,
phone number
Email back with con rmation, proposed times
Information you can refer back to on the
phone
19. Screen Sharing
WebEx
Adobe Connect (dont need Pro version)
GoToMeeting
LiveLook
Try whatever your company already has!
20. Audio
Easiest: call landline or mobile via Skype
Skype-to-Skype quality isnt great
Record on your computer
Use a good quality headset!
Better quality: use patch to record your
landline
21. Recording
Mac: iShowU HD
PC: Camtasia
PC: UserVue (discontinued)
22. Moderation
Introduce yourself and remind them of the
email you sent
Help the participant install whatever plug-
in they need to use the screen sharing
software
Get approval to record
23. Moderation
It's a little weird doing this and not being
able to see each other! Could you just tell
me a bit about yourself? Where you live,
how old you are, and the kind of work that
you do?
24. Moderation
Were testing the website, not you
Make it clear that youre listening
Stay focused and comfortable
Respect participants time
Let your colleagues know that youre in a
testing session
25. Pro Tips
Keep a timer in the recording frame
Include your notes in the recording frame
Edit video to make a best of montage
Give yourself plenty of set up time!
26. Time Aware Research
Find the contact information for a roofer.
Imagine that your roof is leaking. Its
getting pretty bad. You need to nd a
reliable roofer who can work tomorrow
before the next storm rolls in.
27. Dealing with tech
failure
Be apologetic
Reschedule, if possible
Increase the incentive amount
Sometimes it just won't work
28. Non-scheduled &
moderated
Pro: Get real users of your site engaged in
authentic tasks
Pro: Reduced recruiting time
Con: Requires access to code
Con: Need lots of site tra鍖c
29. Ethnio
Live recruiting tool from Bolt | Peters
ethnio.com
(Also check out their book Remote
Research)
30. Non-scheduled &
non-moderated
Pro: Get real users of your site engaged in
authentic tasks
Pro: Reduced recruiting time
Con: No control over moderation sessions
Con: Cant adjust sessions on the y
34. Lumos Labs
Goal: Understand customer behavior
related to daily game playing
Participants: Current customers
Recruiting: Twitter, email newsletter, blog
Why remote: User diversity, ease of
recruiting
36. LendAround
Goal: Interviews with potential customers
as formative research
Audio only
Recruiting: Mechanical Turk
Why remote: Easier to reach very speci c
user types, contextual ndings