際際滷

際際滷Share a Scribd company logo
Going Remote
User experiences at a distance



         Juliette Melton
         Deluxify User Experience
What is remote research?



                    鍖ickr.com/theolaphoto
Going Remote: User experiences at a distance
Why and why not
 to go remote




                  鍖ickr.com/johnida
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
... but there are some
         caveats

   Limited to only participants with fast
    internet access
   Lots of opportunities for tech failure
   Cant see participant faces
... but there are some
         caveats
   Timezones
   Languages
   Mobile
   Secret works in process
   Consent for minors
Go remote if:

   You can share what youre studying
   You dont have easy access to your target
    users
   Youre not working with minors
Exercise

   What big questions is your organization
    facing?
   How are you addressing those big
    questions?
How to do remote research




                   鍖ickr.com/62327186@N00
Components
   Participant
   Moderator
   Observer(s)
   Tasks
   Computer
Components
   Participant              Participants computer

   Moderator                Internet access

                             Screensharing software
   Observer(s)   Plus:
                             Phone
   Tasks
                             Moderator/observer
   Computer                  communication

                             Recording mechanism
Whither scheduling?


   Scheduled, moderated
   Non-scheduled, moderated
   Non-scheduled, non-moderated
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
People

   Participant
   Moderator
   Observer(s)
Recruiting

   House ads
   Event websites
   Customer lists
   Recruiting agencies
   Twitter
Recruiting
   House ads
   Event websites
   Customer lists
   Recruiting agencies
   Twitter
   Mechanical Turk
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
Screen Sharing

   WebEx
   Adobe Connect (dont need Pro version)
   GoToMeeting
   LiveLook
   Try whatever your company already has!
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
Recording

   Mac: iShowU HD
   PC: Camtasia
   PC: UserVue (discontinued)
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
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?
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
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!
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.
Dealing with tech
         failure
   Be apologetic
   Reschedule, if possible
   Increase the incentive amount
   Sometimes it just won't work
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
Ethnio

   Live recruiting tool from Bolt | Peters
   ethnio.com
   (Also check out their book Remote
    Research)
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
Non-scheduled &
non-moderated




       Usabilla
    Source: mashable.com
Non-scheduled &
non-moderated
                 Usabilla
              Source: mashable.com
      Text
       Text
Real projects
                鍖i界一姻.界看馨/糸艶稼稼庄壊一温岳庄稼温壊
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
Going Remote: User experiences at a distance
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
鍖i界一姻.界看馨/鞄温姻温鉛糸韓艶鉛乙稼艶姻
Exercise

   Would remote research be useful for your
    organization?
   Is there a project that you know about that
    would bene t from a remote component?
Questions?




             flickr/a-g
Thanks!
     Juliette Melton
Deluxify User Experience
       deluxify.com
            @j

More Related Content

Going Remote: User experiences at a distance

  • 1. Going Remote User experiences at a distance Juliette Melton Deluxify User Experience
  • 2. What is remote research? 鍖ickr.com/theolaphoto
  • 4. Why and why not to go remote 鍖ickr.com/johnida
  • 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
  • 13. Whither scheduling? Scheduled, moderated Non-scheduled, moderated Non-scheduled, non-moderated
  • 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
  • 15. People Participant Moderator Observer(s)
  • 16. Recruiting House ads Event websites Customer lists Recruiting agencies Twitter
  • 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
  • 31. Non-scheduled & non-moderated Usabilla Source: mashable.com
  • 32. Non-scheduled & non-moderated Usabilla Source: mashable.com Text Text
  • 33. Real projects 鍖i界一姻.界看馨/糸艶稼稼庄壊一温岳庄稼温壊
  • 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
  • 38. Exercise Would remote research be useful for your organization? Is there a project that you know about that would bene t from a remote component?
  • 39. Questions? flickr/a-g
  • 40. Thanks! Juliette Melton Deluxify User Experience deluxify.com @j