Tags: research

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Thursday, October 13th, 2022

The Customer Onboarding Handbook [PDF]

A free PDF with five articles:

  • The Brand Experience Gap by Emma Parnell
  • Ongoing Onboarding: Taking Customers from First Use to Product Mastery by Chris How
  • Just Add ICE: 3 Ways to Make Your Customer Experience More Meaningful by Candi Williams
  • Effectively Researching and Using Customer Journey Maps by Lauren Isaacson
  • Using and Abusing Surveys in Customer Onboarding by Caroline Jarrett

Three of those authors spoke at this year’s UX London!

Tuesday, August 30th, 2022

Improving the information architecture of the Smart Pension member app | Design and tech | Smart – retirement, savings and financial wellbeing

Here’s a really excellent, clearly-written case study that unfortunately includes this accurate observation:

In recent years the practice of information architecture has fallen out of fashion, which is a shame as you can’t design something successfully without it. If a user can’t find a feature, it’s game over - the feature may as well not exist as far as they’re concerned.

I also like this insight:

Burger menus are effective… at hiding things.

Thursday, May 5th, 2022

Even more UX London speaker updates

I’ve added five more faces to the UX London line-up.

Irina Rusakova will be giving a talk on day one, the day that focuses on research. Her talk on designing with the autistic community is one I’m really looking forward to.

Also on day one, my friend and former Clearleftie Cennydd Bowles will be giving a workshop called “What could go wrong?” He literally wrote the book on ethical design.

Day two is all about creation. My co-worker Chris How will be speaking. “Nepotism!” you cry! But no, Chris is speaking because I had the chance to his talk—called “Unexpectedly obvious”—and I thought “that’s perfect for UX London!”:

Let him take you on a journey through time and across the globe sharing stories of designs that solve problems in elegant if unusual ways.

Also on day two, you’ve got two additional workshops. Lou Downe will be running a workshop on designing good services, and Giles Turnbull will be running a workshop called “Writing for people who hate writing.”

I love that title! Usually when I contact speakers I don’t necessarily have a specific talk or workshop in mind, but I knew that I wanted that particular workshop from Giles.

When I wrote to Giles to ask come and speak, I began by telling how much I enjoy his blog—I’m a long-time suscriber to his RSS feed. He responded and said that he also reads my blog—we’re blog buddies! (That’s a terrible term but there should be a word for people who “know” each other only through reading each other’s websites.)

Anyway, that’s another little treasure trove of speakers added to the UX London roster:

That’s nineteen speakers already and we’re not done yet—expect further speaker announcements soon. But don’t wait on those announcements before getting your ticket. Get yours now!

Wednesday, April 20th, 2022

More UX London speaker updates

It wasn’t that long ago that I told you about some of the speakers that have been added to the line-up for UX London in June: Steph Troeth, Heldiney Pereira, Lauren Pope, Laura Yarrow, and Inayaili León. Well, now I’ve got another five speakers to tell you about!

Aleks Melnikova will be giving a workshop on day one, June 28th—that’s the day with a focus on research.

Stephanie Marsh—who literally wrote the book on user research—will also be giving a workshop that day.

Before those workshops though, you’ll get to hear a talk from the one and only Kat Zhou, the creator of Design Ethically. By the way, you can hear Kat talking about deceptive design in a BBC radio documentary.

Day two has a focus on content design so who better to deliver a workshop than Sarah Winters, author of the Content Design book.

Finally, on day three—with its focus on design systems—I’m thrilled to announce that Adekunle Oduye will be giving a talk. He too is an author. He co-wrote the Design Engineering Handbook. I also had the pleasure of talking to Adekunle for an episode of the Clearleft podcast on design engineering.

So that’s another five excellent speakers added to the line-up:

That’s a total of fifteen speakers so far with more on the way. And I’ll be updating the site with more in-depth descriptions of the talks and workshops soon.

If you haven’t yet got your ticket for UX London, grab one now. You can buy tickets for individual days, or to get the full experience and the most value, get a ticket for all three days.

Tuesday, April 5th, 2022

UX London speaker updates

If you’ve signed up to the UX London newsletter then this won’t be news to you, but more speakers have been added to the line-up.

Steph Troeth will be giving a workshop on day one. That’s the day with a strong focus on research, and when it comes to design research, Steph is unbeatable. You can hear some of her words of wisdom in an episode of the Clearleft podcast all about design research.

Heldiney Pereira will be speaking on day two. That’s the day with a focus on content design. Heldiney previously spoke at our Content By Design event and it was terrific—his perspective on content design as a product designer is invaluable.

Lauren Pope will also be on day two. She’ll be giving a workshop. She recently launched a really useful content audit toolkit and she’ll be bringing that expertise to her UX London workshop.

Day three is going to have a focus on design systems (and associated disciplines like design engineering and design ops). Both Laura Yarrow and Inayaili León will be giving talks on that day. You can expect some exciting war stories from the design system trenches of HM Land Registry and GitHub.

I’ve got some more speakers confirmed but I’m going to be a tease and make you wait a little longer for those names. But check out the line-up so far! This going to be such an excellent event (I know I’m biased, but really, look at that line-up!).

June 28th to 30th. Tobacco Dock, London. Get your ticket if you haven’t already.

Wednesday, February 23rd, 2022

Curating UX London 2022

The first speakers are live on the UX London 2022 site! There are only five people announced for now—just enough to give you a flavour of what to expect. There will be many, many more.

Putting together the line-up of a three-day event is quite challenging, but kind of fun too. On the one hand, each day should be able to stand alone. After all, there are one-day tickets available. On the other hand, it should feel like one cohesive conference, not three separate events.

I’ve decided to structure the three days to somewhat mimic the design process…

The first day is all about planning and preparation. This is like the first diamond in the double-diamond process: building the right thing. That means plenty of emphasis on research.

The second day is about creation and execution. It’s like that second diamond: building the thing right. This could cover potentially everything but this year the focus will be on content design.

The third day is like the third diamond in the double dia— no, wait. The third day is about growing, scaling, and maintaining design. That means there’ll be quite an emphasis on topics like design systems and design engineering, maybe design ops.

But none of the days will be exclusively about a single topic. There are evergreen topics that apply throughout the process: product design, design ethics, inclusive design.

It’s a lot to juggle! But I’m managing to overcome choice paralysis and assemble a very exciting line-up indeed. Trust me—you won’t want to miss this!

Early bird tickets are available until February 28th. That’s just a few days away. I recommend getting your tickets now—you won’t regret it!

Quite a few people are bringing their entire teams, which is perfect. UX London can be both an educational experience and a team-bonding exercise. Let’s face it, it’s been too long since any of us have had a good off-site.

If you’re one of those lucky people who’s coming along (or if you’re planning to), I’m curious: given the themes mentioned above, are there specific topics that you’d hope to see covered? Drop me a line and let me know.

Also, if you read the description of the event and think “Oh, I know the perfect speaker!” then I’d love to hear from you. Maybe that speaker is you. (Although, cards on the table; if you look like me—another middle-age white man—I may take some convincing.)

Right. Time to get back to my crazy wall of conference curation.

Thursday, February 3rd, 2022

When Women Make Headlines

This is a great combination of rigorous research and great data visualisation.

Tuesday, January 4th, 2022

The UI fund

This is an excellent initiate spearheaded by Nicole and Sarah at Google! They want to fund research into important web UI work: accessibility, form controls, layout, and so on. If that sounds like something you’ve always wanted to do, but lacked the means, fill in the form.

Wednesday, November 17th, 2021

Priority of design inputs

As you may already know, I’m a nerd for design principles. I collect them. I did a podcast episode on them. I even have a favourite design principle. It’s from the HTML design principles. The priority of constituencies:

In case of conflict, consider users over authors over implementors over specifiers over theoretical purity.

It’s all about priorities, see?

Prioritisation isn’t easy, and it gets harder the more factors come into play: user needs, business needs, technical constraints. But it’s worth investing the time to get agreement on the priority of your constituencies. And then formulate that agreement into design principles.

Jason is also a fan of the priority of constituencies. He recently wrote about applying it to design systems and came up with this:

User needs come before the needs of component consumers, which come before the needs of component developers, which come before the needs of the design system team, which come before theoretical purity.

That got me thinking about how this framing could be applied to other areas, like design.

Designers are used to juggling different needs (or constituencies); user needs, business needs, and so on. But what I’m interested in is how designers weigh up different inputs into the design process.

The obvious inputs are the insights you get from research. But even that can be divided into different categories. There’s qualitative research (talking to people) and qualitative research (sifting through numbers). Which gets higher priority?

There are other inputs too. Take best practices. If there’s a tried and tested solution to a problem, should that take priority over something new and untested? Maybe another way of phrasing it is to call it experience (whether that’s the designer’s own experience or the collective experience of the industry).

And though we might not like to acknowledge it because it doesn’t sound very scientific, gut instinct is another input into the design process. Although maybe that’s also related to experience.

Finally, how do you prioritise stakeholder wishes? What do you do if the client or the boss wants something that conflicts with user needs?

I could imagine a priority of design inputs that looks like this:

Qualitative research over quantitative research over stakeholder wishes over best practices over gut instinct.

But that could change over time. Maybe an experienced designer can put their gut instinct higher in the list, overruling best practices and stakeholder wishes …and maybe even some research insights? I don’t know.

I’ve talked before about how design principles should be reversible in a different context. The original priority of constituencies, for example, applies to HTML. But if you were to invert it, it would work for XML. Different projects have different priorities.

I could certainly imagine company cultures where stakeholder wishes take top billing. There are definitely companies that value qualitative research (data and analytics) above qualitative research (user interviews), and vice-versa.

Is a priority of design inputs something that should change from project to project? If so, maybe it would be good to hammer it out in the discovery phase so everyone’s on the same page.

Anyway, I’m just thinking out loud here. This is something I should chat more about with my colleagues to get their take.

Wednesday, September 22nd, 2021

Design research on the Clearleft podcast

We’re halfway through the third season of the Clearleft podcast already!

Episode three is all about design research. I like the narrative structure of this. It’s a bit like a whodunnit, but it’s more like a whydunnit. The “why” question is “why aren’t companies hiring more researchers?”

The scene of the crime is this year’s UX Fest, where talks by both Teresa Torres and Gregg Bernstein uncovered the shocking lack of researchers. From there, I take up the investigation with Maite Otondo and Stephanie Troeth.

I won’t spoil it but by the end there’s an answer to the mystery.

I learned a lot along the way too. I realised how many axes of research there are. There’s qualitative research (stories, emotion, and context) and then there’s quantitative research (volume and data). But there’s also evualative research (testing a hyphothesis) and generative research (exploring a problem space before creating a solution). By my count that gives four possible combos: qualitative evaluative research, quantitative evaluative research, qualitative generative research, and quantitative generative research. Phew!

Steph was a terrific guest. Only a fraction of our conversation made it into the episode, but we chatted for ages.

And Maite kind of blew my mind too, especially when she was talking about the relationship between research and design and she said:

Research is about the present and design is about the future.

🤯

I’m going to use that quote again in a future episode. In fact, this episode on design research leads directly into the next two episodes. You won’t want to miss them. So if you’re not already subscribed to the Clearleft podcast, you should get on that, whether it’s via the RSS feed, Apple, Google, Spotify, Overcast, or wherever you get your podcasts from.

Have a listen to this episode on design research and if you’re a researcher yourself, remember that unlike most companies we value research at Clearleft and that’s why we’re hiring another researcher right now. Come and work with us!

Monday, March 8th, 2021

Skipping skip links ⚒ Nerd

Vasilis offers some research that counters this proposal.

It makes much more sense to start each page with the content people expect on that page. Right? And if you really need navigation (which is terribly overrated if you ask me) you can add it in the footer. Which is the correct place for metadata anyway.

That’s what I’ve done on The Session.

Thursday, November 19th, 2020

Keepers of the Secrets | The Village Voice

A deeply fascinating look into the world of archives and archivists:

The reason an archivist should know something, Lannon said, is to help others to know it. But it’s not really the archivist’s place to impose his knowledge on anyone else. Indeed, if the field could be said to have a creed, it’s that archivists aren’t there to tell you what’s important. Historically momentous documents are to be left in folders next to the trivial and the mundane — because who’s to say what’s actually mundane or not?

Sunday, October 18th, 2020

Web Histories

Rachel is doing her dissertation project on the history of web design and development:

I intend this site to become a place to gather the stories of the early efforts to create an open web.

Take the survey to help out!

Thursday, July 23rd, 2020

4 Design Patterns That Violate “Back” Button Expectations – 59% of Sites Get It Wrong - Articles - Baymard Institute

Some interesting research in here around user expecations with the back button:

Generally, we’ve observed that if a new view is sufficiently different visually, or if a new view conceptually feels like a new page, it will be perceived as one — regardless of whether it technically is a new page or not. This has consequences for how a site should handle common product-finding and -exploration elements like overlays, filtering, and sorting. For example, if users click a link and 70% of the view changes to something new, most will perceive this to be a new page, even if it’s technically still the same page, just with a new view loaded in.

Friday, May 8th, 2020

Home | SofaConf 2020

You don’t want to miss this! A five-day online conference with a different theme each day:

  1. Monday: Product Strategy
  2. Tuesday: Research
  3. Wednesday: Service Design
  4. Thursday: Content Strategy
  5. Friday: Interaction Design

Speakers include Amy Hupe, Kelly Goto, Kristina Halvorson, Lou Downe, Leisa Reichelt and many more still to be announce, all for ludicrously cheap ticket prices.

I know it sounds like I’m blowing my own trumpet because this is a Clearleft event, but I had nothing to do with it. The trumpets of my talented co-workers should be blasting in harmonious chorus.

(It’s a truly lovely website too!)

Monday, December 2nd, 2019

Design Questions Library | d.school public library

This site is not meant to be exhaustive, but rather a useful guide—our FAQ for design understanding. We hope it will inspire discussion, some questioning, a little soul searching, and ideally, a bit of intellectual support for your everyday endeavors.

The Design Questions Library goes nicely with the Library of Ambiguity.

Saturday, November 16th, 2019

Open UI

An interesting project that will research and document the language used across different design systems to name similar components.

Monday, October 14th, 2019

The rise of research ops — a view from the inside | Clearleft

I moderated this panel in London last week, all about the growing field of research ops—I genuinely love moderating panels. Here, Richard recounts some of the thought nuggets I prised from the mind casings of the panelists.

Tuesday, August 27th, 2019

Making Research Count by Cyd Harrell

The brilliant Cyd Harrell is opening up day two of An Event Apart in Chicago. I’m going to attempt to liveblog her talk on making research count…

Research gets done …and then sits in a report, gathering dust.

Research matters. But how do we make it count? We need allies. Maybe we need more money. Perhaps we need more participation from people not on the product team.

If you’re doing real research on a schedule, sharing it on a regular basis, making people’s eyes light up …then you’ve won!

Research counts when it answers questions that people care about. But you probably don’t want to directly ask “Hey, what questions do you want answered?”

Research can explain oddities in analytics weird feedback from customers, unexpected uses of products, and strange hunches (not just your own).

Curious people with power are the most useful ones to influence. Not just hierarchical power. Engineers often have a lot of power. So ask, “Who is the most curious engineer, and how can I drag them out on a research session with me?”

At 18F, Cyd found that a lot of the nodes of power were in the mid level of the organisation who had been there a while—they know a lot of people up and down the chain. If you can get one of those people excited about research, they can spread it.

Open up your practice. Demystify it. Put as much effort into communicating as into practicing. Create opportunities for people to ask questions and learn.

You can think about communities of practice in the obvious way: people who do similar things to us, and other people who make design decisions. But really, everyone in the organisation is affected by design decisions.

Cyd likes to do office hours. People can come by and ask questions. You could open a Slack channel. You can run brown bag lunches to train people in basic user research techniques. In more conventional organisations, a newsletter is a surprisingly effective tool for sharing the latest findings from research. And use your walls to show work in progress.

Research counts when people can see it for themselves—not just when it’s reported from afar. Ask yourself: who in your organisation is disconnected from their user? It’s difficult for people to maintain their motivation in that position.

When someone has been in the field with you, the data doesn’t have to be explained.

Whoever’s curious. Whoever’s disconnected. Invite them along. Show them what you’re doing.

Think about the qualities of a good invitation (for a party, say). Make the rules clear. Make sure they want to come back. Design the experience of observing research. Make sure everyone has tools. Give everyone a responsibility. Be like Willy Wonka—he gave clear rules to the invitied guests. And sure, things didn’t go great when people broke the rules, but at the end, everyone still went home with the truckload of chocolate they were promised.

People who get to ask a question buy in to the results. Those people feel a sense of ownership for the research.

Research counts when methods fit the question. Think about what the right question is and how you might go about answering it.

You can mix your methods. Interviews. Diary studies. Card sorting. Shadowing. You can ground the user research in competitor analysis.

Back in 2008, Cyd was contacted by a company who wanted to know: how do people really use phones in their cars? Cyd’s team would ride along with people, interviewing them, observing them, taking pictures and video.

Later at the federal government, Cyd was asked: what are the best practices for government digital transformation? How to answer that? It’s so broad! Interviews? Who knows what?

They refined the question: what makes modern digital practices stick within a government entity? They looked at what worked when companies were going online, so see if there was anything that government could learn from. Then they created a set of really focused interview questions. What does digital transformation mean? How do you know when you’re done? What are the biggest obstacles to this work? How do you make changes last?

They used atechnique called cluster recruiting to figure out who else to talk to (by asking participants who else they should be talking to).

There is no one research method that will always work for you. Cutting the right corners at the right time lets you be fast and cheap. Cyd’s bare-bones research kit costs about $20: a notebook, a pen, a consent form, and the price of a cup of coffee. She also created a quick score sheet for when she’s not in a position to have research transcribed.

Always label your assumptions before beginning your research. Maybe you’re assuming that something is a frustrating experience that needs fixing, but it might emerge that it doesn’t need fixing—great! You’ve just saved a whole lotta money.

Research counts when researchers tell the story well. Synthesis works best as a conversational practice. It’s hard to do by yourself. You start telling stories when you come back from the field (sometimes it starts when you’re still out in the field, talking about the most interesting observations).

Miller’s Law is a great conceptual framework:

To understand what another person is saying, you must assume that it is true and try to imagine what it could be true of.

You’re probably familiar with the “five whys”. What about the “five ways”? If people talk about something five different ways, it’s virtually certain that one of them will be an apt metaphor. So ask “Can you say that in a different way?” five time.

Spend as much time on communicating outcomes as you did on executing the work.

After research, play back how many people you spoke to, the most valuable insight you gained, the themes that are emerging. Describe the question you wanted to answer, what answers you got, and what you’re going to do next. If you’re in an organisation that values memos, write a memo. Or you could make a video. Or you could write directly into backlog tickets. And don’t forget the wall work! GDS have wonderfully full walls in their research department.

In the end, the best tool for research is an illuminating story.

Cyd was doing research at the Bakersfield courthouse. The hypothesis was that a lot of people weren’t engaging with technology in the court system. She approached a man named Manuel who was positively quaking. He was going through a custody battle. He said, “I don’t know technology but it doesn’t scare me. I’m shaking because this paperwork just gets to me—it’s terrifying.” He said who would gladly pay for someone to help him with the paperwork. Cyd wrote a report on this story. Months later, they heard people in the organisation asking questions like “How would this help Manuel?”

Sometimes you do have to fight (nicely).

People will push back on the time spent on research—they’ll say it doesn’t fit the sprint plan. You can have a three day research plan. Day 1: write scripts. Day 2: go to the users and talk to them. Day 3: play it back. People on a project spend more time than that in Slack.

People will say you can’t talk to the customers. In that situation, you could talk to people who are in the same sector as your company’s customers.

People will question the return on investment for research. Do it cheaply and show the very low costs. Then people stop talking about the money and start talking about the results.

People will claim that qualitative user research is not statistically significant. That’s true. But research is something else. It answers different question.

People will question whether a senior person needs to be involved. It is not fair to ask the intern to do all the work involved in research.

People will say you can’t always do research. But Cyd firmly believes that there’s always room for some research.

  • Make allies in customer research.
  • Find the most curious engineer on the team, go to lunch with them, and feed them the most interesting research insights.
  • Record a pain point and a send a video to executives.
  • If there’s really no budget, maybe you can get away with not paying incentives, but perhaps you can provide some other swag instead.

One of the best things you can do is be there, non-judgementally, making friends. It takes time, but it works. Research is like a dandelion in flight. Once it’s out and about, taking root, the more that research counts.

Thursday, August 1st, 2019

The Crowd and the Cosmos - Chris Lintott - Oxford University Press

This’ll be good—the inside story of the marvelous Zooniverse project as told by Chris Lintott. I’m looking forward to getting my hands on a copy of this book when it comes out in a couple of months.