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ORM London	


We provide services that help businesses improve the digital experiences of their customers	


The plain English guide to	


CUSTOMER
R E S E A R C H 	

An introduction	

Harmesh Chauhan	

ORM. Elm
Head of User Court, 156-170 Bermondsey Street, London SE1 3TQ, United Kingdom
Telephone Experience 9540 / www.ormlondon.com
+44 (0) 20 7939 at ORM London
The what, why and how of customer research	

1 WHAT is research?	

2 WHY research?	

3 WHEN to do WHAT	

4 HOW do I start?	

5 Things to remember	

6 Want to learn more?	

2
What is research?	

3
De鍖nition of (User) Research	

Industry definition:
Comprises of methods for gaining insight into user needs and
behaviours from real end users	


Plain English de鍖nition: 
Studying real people to understand who they are, what they
need and how they use something	

	

4
1. What is research?	


Its about building	


empathy	

To humanise our customers
as people not users	


5
1. What is research?	


Its about understanding the	

WHO	

WHAT	

WHEN	

WHERE	

WHY	


? of customers	

(Not just the How)	

6
Why research?	

7
2. Why research?	


Research helps us	


Uncover, understand and
design for real customer
needs	

8
2. Why research?	


Research can	


Show us what the problem is	

Tell us why its a problem	

Guide us on how to 鍖x it	

9
Debunking myths	

10
2. Why research?	


Some common myths	

1 We are the Users	

2 We already know what the Users want	

3 We cant afford it	

4 There is no ROI	

5 We dont have the time	

11
2. Why research?	


Myth #1: We are the Users	


12
2. Why research?	


Myth #1: We are the Users	

The reality:	


YOU ARE NOT
YOUR CUSTOMER	

13
2. Why research?	


Myth #2: We already know what the customers want	


14
2. Why research?	


Myth #2: We already know what the customers want	


Without research	

your understanding of your
customers is based on
assumptions alone 	


The reality:	


15
2. Why research?	


Myth #3: We cant afford it	


16
2. Why research?	


Myth #3: We cant afford it	

The reality:	


Can you afford not to?	


Source: R.S. Pressman  Software engineering, a practitioners approach McGraw-Hill	


17
2. Why research?	


Myth #4: There is no ROI	


18
2. Why research?	


Myth #4: There is no ROI	

The reality:	


1 in 3 digital projects fail to meet
customer expectation 	

Source: http://www.galorath.com/wp/software-project-failure-costs-billions-better-estimation-planning-can-help.php	


19
2. Why research?	


Myth #4: There is no ROI	

The reality:	


Investing in research helps
mitigate risk of project failure
and increase probability of
success and ROI 	

20
2. Why research?	


Myth #5: We dont have the time	


21
2. Why research?	


Myth #5: We dont have the time	

The reality:	


Fitting in even a small amount of
research could save you weeks
of time in the long run	

22
When to do what	

23
3. When to do what?	


Where does research 鍖t in?	

1. STRATEGY	


2. DESIGN	


3. BUILD	


4. LAUNCH	


24
3. When to do what?	


Research should happen at the start and
continuously inform decision making* 	

1. STRATEGY	


2. DESIGN	


3. BUILD	


4. LAUNCH	


CONTINUOS RESEARCH	


*In an ideal world 	

25
3. When to do what?	


Before you start designing is ok too	

1. STRATEGY	


RESEARCH	


2. DESIGN	


3. BUILD	


4. LAUNCH	


RESEARCH	


26
3. When to do what?	


You MUST do before you launch	

1. STRATEGY	


2. DESIGN	


3. BUILD	


4. LAUNCH	


RESEARCH	


27
3. When to do what?	


WHAT is the right
research method? 	

28
3. When to do what?	


Co-design	


A/B
testing	


Analytics	


Interviews	


Usability
testing	


Surveys	

Diary
studies	


Card
sorting	


Contextual
inquiry	


Focus
Groups	


Eye
tracking	


RESEARCH DATA	


Lots of research methods	


29
3. When to do what?	


REMEMBER:	


Analytics alone is 
not enough	

30
3. When to do what?	


Quantitative Vs. Qualitative data	

A/B
testing	


Analytics	


Quantitative	


Eye
tracking	


Surveys	


Card
sorting	


Contextual
inquiry	


Usability
testing	


Diary
studies	


Focus
Groups	


Interviews	


Qualitative	

31
3. When to do what?	


Where research methods could 鍖t in	

BEFORE THE
PROJECT	


≒ Interviews	

≒ Focus groups	

≒ Diary studies	


DURING
DESIGN	


≒ Card sorting	

≒ Co-design	

≒ Usability testing	


DURING
BUILD	


≒ Usability testing	


WHEN LIVE	


≒
≒
≒
≒
≒

Surveys	

Analytics	

A/B testing	

Eye tracking	

Usability testing	


RESEARCH	

32
How do I start?	

33
4. How do I start ?	


Identify what are you trying to understand?	

1. What are the problems that you are trying to solve?	

2. What do you already know? 	

3. What are the knowledge gaps that you need to 鍖ll?	

4. What might be the best way to 鍖ll in those gaps?	

5. Bring in an expert to help or go DIY
4. How do I start ?	


Not much time or money?	


35
4. How do I start ?	


Go Guerilla!	


A quick and low cost research approach	

36
4. How do I start ?	


Guerilla Vs. formal approach	

Guerilla approach:	


Formal approach:	


≒

User research on the cheap	


≒

Much greater depth of results	


≒

No formal laboratory	


≒

Greater statistical validity	


≒

No lengthy setup	


≒

Less overall risk to project success	


≒

Still involves real people	


≒

Can be costly	


≒

Less depth of results	


≒

Can take time	


≒

Less statistical validity	


37
4. How do I start ?	


Guerilla approach	


You can test
with 5 users 	

1. Devise a plan	

2. Recruit people via Social Media	

3. Find people at coffee shops or in
their natural habitat	

4. Listen and observe	

5. Record the session	

6. Analyse your 鍖ndings
Things to remember	

39
5. Things to remember	


Things to remember	

1. Start small - some research is better than none	

2. Without research we have only assumptions	

3. Clearly de鍖ne what you are trying to understand	

4. Remember the 5 Ws of customer understanding (who, what, when, where, why)	

5. Find opportunities for research and encourage others to do so	

6. Understanding customers is YOUR responsibility not someone elses 	

40
Want to learn more?	

41
6. Want to learn more?	


Get in touch	

Harmesh Chauhan	

Head of User Experience at ORM London	


	

Email: harmesh.chauhan@ormlondon.com	

Linkedin: http://www.linkedin.com/in/harmesh	

Twitter: @ormlondon @designshapes	


	

42
6. Want to learn more?	


Some reading to help you get started	

Rocket Surgery Made Easy: 	

The Do-It-Yourself Guide to Finding
and Fixing Usability Problems	

	

Steve Krug	


The Design of Everyday Things	

Don Norman	


Handbook of Usability Testing: 	

How to Plan, Design, and Conduct
Effective Tests	

	

Jeffrey Rubin	

	


Undercover User Experience Design	

Cennydd Bowles	


43
Who we are	

44
Who we are	


We are ORM	

We provide services that help businesses improve the 
digital experiences of their customers	


Research	


Strategy	


Design	


ORM. Elm Court, 156-170 Bermondsey Street, London SE1 3TQ, United Kingdom
Telephone +44 (0) 20 7939 9540 / www.ormlondon.com

Build
Our clients	

For over a decade we have helped our clients use digital to transform the way they do business	


46
Thank you	

ORM London	


web: www.ormlondon.com	

	

email: hello@ormlondon.com	


We provide services that help businesses improve the
digital experiences of their customers	

ORM. Elm Court, 156-170 Bermondsey Street, London SE1 3TQ, United Kingdom
Telephone +44 (0) 20 7939 9540 / www.ormlondon.com
Ad

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The Plain English Guide To Customer Research

  • 1. ORM London We provide services that help businesses improve the digital experiences of their customers The plain English guide to CUSTOMER R E S E A R C H An introduction Harmesh Chauhan ORM. Elm Head of User Court, 156-170 Bermondsey Street, London SE1 3TQ, United Kingdom Telephone Experience 9540 / www.ormlondon.com +44 (0) 20 7939 at ORM London
  • 2. The what, why and how of customer research 1 WHAT is research? 2 WHY research? 3 WHEN to do WHAT 4 HOW do I start? 5 Things to remember 6 Want to learn more? 2
  • 4. De鍖nition of (User) Research Industry definition: Comprises of methods for gaining insight into user needs and behaviours from real end users Plain English de鍖nition: Studying real people to understand who they are, what they need and how they use something 4
  • 5. 1. What is research? Its about building empathy To humanise our customers as people not users 5
  • 6. 1. What is research? Its about understanding the WHO WHAT WHEN WHERE WHY ? of customers (Not just the How) 6
  • 8. 2. Why research? Research helps us Uncover, understand and design for real customer needs 8
  • 9. 2. Why research? Research can Show us what the problem is Tell us why its a problem Guide us on how to 鍖x it 9
  • 11. 2. Why research? Some common myths 1 We are the Users 2 We already know what the Users want 3 We cant afford it 4 There is no ROI 5 We dont have the time 11
  • 12. 2. Why research? Myth #1: We are the Users 12
  • 13. 2. Why research? Myth #1: We are the Users The reality: YOU ARE NOT YOUR CUSTOMER 13
  • 14. 2. Why research? Myth #2: We already know what the customers want 14
  • 15. 2. Why research? Myth #2: We already know what the customers want Without research your understanding of your customers is based on assumptions alone The reality: 15
  • 16. 2. Why research? Myth #3: We cant afford it 16
  • 17. 2. Why research? Myth #3: We cant afford it The reality: Can you afford not to? Source: R.S. Pressman Software engineering, a practitioners approach McGraw-Hill 17
  • 18. 2. Why research? Myth #4: There is no ROI 18
  • 19. 2. Why research? Myth #4: There is no ROI The reality: 1 in 3 digital projects fail to meet customer expectation Source: http://www.galorath.com/wp/software-project-failure-costs-billions-better-estimation-planning-can-help.php 19
  • 20. 2. Why research? Myth #4: There is no ROI The reality: Investing in research helps mitigate risk of project failure and increase probability of success and ROI 20
  • 21. 2. Why research? Myth #5: We dont have the time 21
  • 22. 2. Why research? Myth #5: We dont have the time The reality: Fitting in even a small amount of research could save you weeks of time in the long run 22
  • 23. When to do what 23
  • 24. 3. When to do what? Where does research 鍖t in? 1. STRATEGY 2. DESIGN 3. BUILD 4. LAUNCH 24
  • 25. 3. When to do what? Research should happen at the start and continuously inform decision making* 1. STRATEGY 2. DESIGN 3. BUILD 4. LAUNCH CONTINUOS RESEARCH *In an ideal world 25
  • 26. 3. When to do what? Before you start designing is ok too 1. STRATEGY RESEARCH 2. DESIGN 3. BUILD 4. LAUNCH RESEARCH 26
  • 27. 3. When to do what? You MUST do before you launch 1. STRATEGY 2. DESIGN 3. BUILD 4. LAUNCH RESEARCH 27
  • 28. 3. When to do what? WHAT is the right research method? 28
  • 29. 3. When to do what? Co-design A/B testing Analytics Interviews Usability testing Surveys Diary studies Card sorting Contextual inquiry Focus Groups Eye tracking RESEARCH DATA Lots of research methods 29
  • 30. 3. When to do what? REMEMBER: Analytics alone is not enough 30
  • 31. 3. When to do what? Quantitative Vs. Qualitative data A/B testing Analytics Quantitative Eye tracking Surveys Card sorting Contextual inquiry Usability testing Diary studies Focus Groups Interviews Qualitative 31
  • 32. 3. When to do what? Where research methods could 鍖t in BEFORE THE PROJECT ≒ Interviews ≒ Focus groups ≒ Diary studies DURING DESIGN ≒ Card sorting ≒ Co-design ≒ Usability testing DURING BUILD ≒ Usability testing WHEN LIVE ≒ ≒ ≒ ≒ ≒ Surveys Analytics A/B testing Eye tracking Usability testing RESEARCH 32
  • 33. How do I start? 33
  • 34. 4. How do I start ? Identify what are you trying to understand? 1. What are the problems that you are trying to solve? 2. What do you already know? 3. What are the knowledge gaps that you need to 鍖ll? 4. What might be the best way to 鍖ll in those gaps? 5. Bring in an expert to help or go DIY
  • 35. 4. How do I start ? Not much time or money? 35
  • 36. 4. How do I start ? Go Guerilla! A quick and low cost research approach 36
  • 37. 4. How do I start ? Guerilla Vs. formal approach Guerilla approach: Formal approach: ≒ User research on the cheap ≒ Much greater depth of results ≒ No formal laboratory ≒ Greater statistical validity ≒ No lengthy setup ≒ Less overall risk to project success ≒ Still involves real people ≒ Can be costly ≒ Less depth of results ≒ Can take time ≒ Less statistical validity 37
  • 38. 4. How do I start ? Guerilla approach You can test with 5 users 1. Devise a plan 2. Recruit people via Social Media 3. Find people at coffee shops or in their natural habitat 4. Listen and observe 5. Record the session 6. Analyse your 鍖ndings
  • 40. 5. Things to remember Things to remember 1. Start small - some research is better than none 2. Without research we have only assumptions 3. Clearly de鍖ne what you are trying to understand 4. Remember the 5 Ws of customer understanding (who, what, when, where, why) 5. Find opportunities for research and encourage others to do so 6. Understanding customers is YOUR responsibility not someone elses 40
  • 41. Want to learn more? 41
  • 42. 6. Want to learn more? Get in touch Harmesh Chauhan Head of User Experience at ORM London Email: harmesh.chauhan@ormlondon.com Linkedin: http://www.linkedin.com/in/harmesh Twitter: @ormlondon @designshapes 42
  • 43. 6. Want to learn more? Some reading to help you get started Rocket Surgery Made Easy: The Do-It-Yourself Guide to Finding and Fixing Usability Problems Steve Krug The Design of Everyday Things Don Norman Handbook of Usability Testing: How to Plan, Design, and Conduct Effective Tests Jeffrey Rubin Undercover User Experience Design Cennydd Bowles 43
  • 45. Who we are We are ORM We provide services that help businesses improve the digital experiences of their customers Research Strategy Design ORM. Elm Court, 156-170 Bermondsey Street, London SE1 3TQ, United Kingdom Telephone +44 (0) 20 7939 9540 / www.ormlondon.com Build
  • 46. Our clients For over a decade we have helped our clients use digital to transform the way they do business 46
  • 47. Thank you ORM London web: www.ormlondon.com email: hello@ormlondon.com We provide services that help businesses improve the digital experiences of their customers ORM. Elm Court, 156-170 Bermondsey Street, London SE1 3TQ, United Kingdom Telephone +44 (0) 20 7939 9540 / www.ormlondon.com