The "Rocket Science" of Corporate Usability Testing - Boris Rudnik (CyberArk)
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Revealing the entire life-cycle of a corporate usability testing, from picking up the research topics and finding the right opportunity for a test, through the methodical preparations, and all the way to sharing the findings and actionizing the insights. The deck is in English. Deck is followed by the video recording in Hebrew. Boris Rudnik (CyberArk) UX Researcher, Behavioral Sciences BA, designing enterprise products' UX for more than a decade.
The "Rocket Science" of Corporate Usability Testing - Boris Rudnik (CyberArk)
- 1. The Rocket Science of Corporate Usability Testing About Pop-Up Usability Evaluations Boris Rudnik | UX Research
- 3. Why to research users? To deliver a better product by knowing your users motivations and needs better product knowing your users
- 4. Better? A product that people love to use!love
- 5. Love? feels simple to learn and operateFeels simple
- 6. Who am I? Behavioral Sciences - BA Enterprise Products - 20 years UX Design - 10 years UX Research - 2 years Usability 100+ evaluations Boris.Rudnik@CyberArk.com UX Researcher
- 7. How to test at a customer event? 1. Usability pop-up lab 2. Research instruments 3. Participants 4. Timeframe
- 9. Why pop-up a lab at customer event? Because our users are there!
- 10. What should I have in a pop-up lab? Users working station mock
- 11. What should I have in the lab?
- 13. What should I have in the lab?
- 14. What should I have in a pop-up lab? Provide detailed room requirements
- 15. What should I have in the lab?
- 16. Pop-Up UX Lab Equipment Checklist 21-24 desktop PC display and HDMI/DisplayPort cord US English QWERTY USB keyboard and USB mouse Desktop microphone for PC audio-in jack At least 5 electricity sockets Stable Internet connection Rectangular desk, arranged as a workstation 3 chairs, next to each other, in front of the PC display
- 17. What should I have in a pop-up lab? Bring electricity adaptor and socket splitter
- 19. What are your research instruments? UI mockup or live environment User tasks script
- 20. What else do you need? Introduction and instructions Legal disclaimer Recording consent Background questionnaire Feedback survey
- 21. How to reduce findings subjectivity? Define expected actions sequence and prepare notes-taking template
- 22. Task Expectations Observations 1 Create Accounts Onboarding Rule 1. Enters Accounts view 2. Clicks Create button 2 Edit Account Details 1. Finds Account by title 2. Opens Account Details 3. Changes properties 4. Saves changes 3 Notes-Taking Template with Expectations Goes to Settings, looks for Rules - Cant find As expected. NB! Takes time to start searching
- 23. Research Instruments Checklist Introduction and instructions Legal disclaimer and consent Background questionnaire Mockup / Demo User tasks script Notes-taking template Feedback survey
- 24. Participants
- 26. ParticipantModerator Mike, the microphone Notes taker
- 27. Timeframe
- 28. Prepare for the long journey Two months before Three months after
- 29. Two months before Ask for N UX team members to attend the event Ask to book M meeting rooms through the event
- 30. One month before Identify and prioritize UX research topics Allocate a UX owner for each topic Select research method and instrument
- 31. Two weeks before Get agenda and timeline
- 32. Event Agenda and Timeline
- 33. Two weeks before Get agenda and timeline Allocate research sessions
- 35. Two weeks before Get the final agenda and timeline Allocate research sessions Screen and invite attendees
- 36. Attendees List
- 37. How to screen prospective participants? Job title Owned products Subjects of interest
- 38. Attendees List
- 39. How to match participants to topics? Responsibilities Experience
- 41. Two weeks before Get the final agenda and timeline Allocate research sessions Screen and invite attendees
- 42. One week before Dry-run 2-3 sessions for each topic Finalize research instruments
- 43. Finalize research instruments Dry-run 2-3 sessions for each topic!
- 44. Before you travel Backup everything! Print what you can
- 45. One day before Visit the venue Test your equipment
- 46. Microphone doesnt work! Keep calm and buy a new one * keep the receipt!
- 47. Between the sessions Save recording and notes Reset research instruments Check your communications for updates
- 48. As soon as you finish Document your observations, and initial insights and conclusions
- 49. One week after Send a thank you note to your participants
- 50. Two weeks after Communicate detailed insights to your team
- 51. Three-four weeks after Communicate key findings to stakeholders Prioritize and assign action items!
- 52. Two-three months after Follow up on the action items!
- 53. Summary
- 54. Pop-Up Testing advantages Eye contact with hands-on users Informal networking and attachment Positioning CyberArk as a user-centered company
- 55. Takeaways! Meet your users at customer events Use event preparation checklists and templates It takes time - start preparing early Something will brake. Backup everything ASAP - document and share your findings
- 56. Takeaways! Meet your users at customer events Use event preparation checklists and templates It takes time - start preparing early Something will brake. Backup everything ASAP - document and share your findings