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Collaborative 
User Research 
REVATHI NATHANIEL, @REVNATHANIEL 
USABILITY ENGINEER, RED GATE SOFTWARE LTD.
A confession… 
@REVNATHANIEL | #UXCAM
The lone researcher who 
observes interesting things and 
reports them back to the world… 
@REVNATHANIEL | #UXCAM
@REVNATHANIEL | #UXCAM
@REVNATHANIEL | #UXCAM https://userresearch.blog.gov.uk/2014/08/06/have-you-had-your-recommended-dose- 
of-research/
Collaboration is an act of shared 
creation and/or share discovery 
(Schrage89, p.4) 
Sir Ken Robinson's “Changing Education Paradigms" RSA animated talk @REVNATHANIEL | #UXCAM
Collaboration is active-it requires 
active participation with an intent to 
add value- 
James A. Highsmith III 
Illustration by Kevin Cornel, A List Apart, Issue 381 @REVNATHANIEL | #UXCAM
Communication is passive- it transfers 
information, with an intent to inform- 
James A. Highsmith III 
Illustration by Kevin Cornel, A List Apart
The entire process of user research can 
be collaborative 
@REVNATHANIEL | #UXCAM
Collaboration during the phases of 
research 
@REVNATHANIEL | #UXCAM
Plan 
Analyse Execute 
@REVNATHANIEL | #UXCAM 
Research Phases 
• Understand Project requirements 
• Plan scope of research & 
• research activities 
• Create research material 
• Carry out planned activities 
• Capture data 
• Re-evaluate research plan 
• Categorize data 
• Analyse data 
• Document analysis process 
• Share findings
Plan 
Analyse Execute 
Task Collaboration friendly? 
Yes Sometimes/ 
depends 
No 
Understand Project 
requirements 
Project kick-off 
meetings 
Plan scope of 
research & 
research activities 
Meetings, 
Documents on 
Google Drive 
Create research 
material e.g.: 
Surveys, interview 
questionnaires, 
screeners, etc. 
Emails to the team 
Documents on 
Google Drive 
Post work on walls, 
Collaboration 
games 
@REVNATHANIEL | #UXCAM
Survey 
@REVNATHANIEL | #UXCAM
@REVNATHANIEL | #UXCAM
What worked 
• Quality of research 
• Rigorous process 
• Widen scope of research 
• Reduce bias 
• Sense of ownership 
@REVNATHANIEL | #UXCAM
What didn’t work 
• Survey Length 
• Too wide scope 
• Lengthy analysis 
Recommendations 
• Have a clear and documented research plan 
• Don’t be afraid to put your foot down as the researcher 
Plan 
Analyse Execute 
@REVNATHANIEL | #UXCAM 
Research Phases 
• Carry out planned activities 
• Capture data 
• Re-evaluate research plan
@REVNATHANIEL | #UXCAM 
Data Techniques 
Preference 
Preferences, opinions, desires 
Surveys 
Focus groups 
Preference interviews 
Card sorting 
Ability 
What is understood or accomplished with a 
tool 
Prototypes 
Usability testing 
Log Analysis 
Customer feedback 
Card sorting 
Conceptual 
How things get done 
Interviews 
Contextual inquiry 
Surveys 
Classes of research 
Slide taken from Indi Young’ s Introduction to Task Based Models
Plan 
Analyse Execute 
Task Collaboration friendly? 
Yes Sometimes/ 
depends 
@REVNATHANIEL | #UXCAM 
Carry out planned activities 
Site visits, 
Formative usability tests 
Persona creation, Heuristic 
evaluations 
Capture observations/data 
Google docs 
Capturing data on post its 
Re-evaluate research plan 
Discuss with project team Collaboration games
Remote Usability Testing 
@REVNATHANIEL | #UXCAM
What worked 
Reduce bias in note taking 
Variety of observations 
Discuss observations together 
Discuss facilitation technique 
Participation in the study
Testimonials 
‘They provide a point of reference for discussions…’- James G, Tester 
‘We can pick up the language they use to describe things and incorporate it into the product’- 
Chris M, Developer 
‘Listening to customers’ experiences…has exposed me to the technologies that I should 
familiarise myself …Without UX providing such opportunities to get involved with the initial 
research this may not have happened until much later in the process’- Chris M, Developer 
@REVNATHANIEL | #UXCAM
What didn’t work 
• Busy calendars- team members unable to attend 
• Team sometimes loses faith in the project 
• Over enthusiastic and vocal observers 
• Post study banter 
Recommendations 
• Email notes from the session to the team 
• Share video/audio recordings 
• Give instructions before the session 
• Own the role of a facilitator
Personas 
@REVNATHANIEL | #UXCAM
What worked 
• Sharing what we learn as a team 
• Getting buy in 
• Shared understanding 
• More communication less document heavy 
@REVNATHANIEL | #UXCAM
What didn’t work 
• Space 
• Falling post-it notes 
Recommendations 
• Analyse and capture/document data as soon as you can 
• Use super sticky post its
Plan 
Analyse Execute 
Task Collaboration friendly? 
Yes Sometimes/ 
@REVNATHANIEL | #UXCAM 
depends 
No 
Categorise & Analyse 
data 
Post up data 
Document analysis 
process 
Share findings 
Presenting findings 
with a colleague
There are times when you just 
need to work alone! 
@REVNATHANIEL | #UXCAM
What didn’t work 
• Analysing data together with another person 
@REVNATHANIEL | #UXCAM
What worked 
• Work with a colleague but separately 
• Discuss your own interpretations of the data 
• Don’t be afraid to ask why 
@REVNATHANIEL | #UXCAM
Issues with Collaboration 
@REVNATHANIEL | #UXCAM
• Dominant team members 
• Organization and time management skills 
• Facilitation skills/people management 
• Familiarity with collaboration techniques 
• Enthusiasm 
• Company culture 
• Immediacy 
@REVNATHANIEL | #UXCAM
Summary 
• The entire user research process can be very collaborative 
• Collaboration is active 
• Some research phases are more collaboration friendly than others 
• Some techniques are more collaboration friendly than others 
• There are a couple of pitfalls with collaboration 
@REVNATHANIEL | #UXCAM
My top tips 
#1 Change your mind set and try collaboration 
#2 Continually look for opportunities to collaborate 
#3 Learn when not to collaborate 
@REVNATHANIEL | #UXCAM
Revathi Nathaniel 
Usability Engineer 
Red Gate Software Ltd 
Twitter: @revnathaniel 
Email: revathinathaniel@red-gate.com
References 
Adaptive software development: a collaborative approach to managing complex systems- 
James A Highsmith III 
Gov. Uk- User research blog 
‘Have you had your recommended dose of research?’- Dipa Shah 
https://userresearch.blog.gov.uk/2014/08/06/have-you-had-your-recommended-dose-of-research/ 
Introduction to Task Based Models- Indi Young 
http://www.slideshare.net/indi/a-brief-very-brief-introduction-to-task-based-models

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Collaborative user research experience report ux cam 2014 r_nathaniel

  • 1. Collaborative User Research REVATHI NATHANIEL, @REVNATHANIEL USABILITY ENGINEER, RED GATE SOFTWARE LTD.
  • 3. The lone researcher who observes interesting things and reports them back to the world… @REVNATHANIEL | #UXCAM
  • 5. @REVNATHANIEL | #UXCAM https://userresearch.blog.gov.uk/2014/08/06/have-you-had-your-recommended-dose- of-research/
  • 6. Collaboration is an act of shared creation and/or share discovery (Schrage89, p.4) Sir Ken Robinson's “Changing Education Paradigms" RSA animated talk @REVNATHANIEL | #UXCAM
  • 7. Collaboration is active-it requires active participation with an intent to add value- James A. Highsmith III Illustration by Kevin Cornel, A List Apart, Issue 381 @REVNATHANIEL | #UXCAM
  • 8. Communication is passive- it transfers information, with an intent to inform- James A. Highsmith III Illustration by Kevin Cornel, A List Apart
  • 9. The entire process of user research can be collaborative @REVNATHANIEL | #UXCAM
  • 10. Collaboration during the phases of research @REVNATHANIEL | #UXCAM
  • 11. Plan Analyse Execute @REVNATHANIEL | #UXCAM Research Phases • Understand Project requirements • Plan scope of research & • research activities • Create research material • Carry out planned activities • Capture data • Re-evaluate research plan • Categorize data • Analyse data • Document analysis process • Share findings
  • 12. Plan Analyse Execute Task Collaboration friendly? Yes Sometimes/ depends No Understand Project requirements Project kick-off meetings Plan scope of research & research activities Meetings, Documents on Google Drive Create research material e.g.: Surveys, interview questionnaires, screeners, etc. Emails to the team Documents on Google Drive Post work on walls, Collaboration games @REVNATHANIEL | #UXCAM
  • 15. What worked • Quality of research • Rigorous process • Widen scope of research • Reduce bias • Sense of ownership @REVNATHANIEL | #UXCAM
  • 16. What didn’t work • Survey Length • Too wide scope • Lengthy analysis Recommendations • Have a clear and documented research plan • Don’t be afraid to put your foot down as the researcher 
  • 17. Plan Analyse Execute @REVNATHANIEL | #UXCAM Research Phases • Carry out planned activities • Capture data • Re-evaluate research plan
  • 18. @REVNATHANIEL | #UXCAM Data Techniques Preference Preferences, opinions, desires Surveys Focus groups Preference interviews Card sorting Ability What is understood or accomplished with a tool Prototypes Usability testing Log Analysis Customer feedback Card sorting Conceptual How things get done Interviews Contextual inquiry Surveys Classes of research Slide taken from Indi Young’ s Introduction to Task Based Models
  • 19. Plan Analyse Execute Task Collaboration friendly? Yes Sometimes/ depends @REVNATHANIEL | #UXCAM Carry out planned activities Site visits, Formative usability tests Persona creation, Heuristic evaluations Capture observations/data Google docs Capturing data on post its Re-evaluate research plan Discuss with project team Collaboration games
  • 20. Remote Usability Testing @REVNATHANIEL | #UXCAM
  • 21.
  • 22. What worked Reduce bias in note taking Variety of observations Discuss observations together Discuss facilitation technique Participation in the study
  • 23. Testimonials ‘They provide a point of reference for discussions…’- James G, Tester ‘We can pick up the language they use to describe things and incorporate it into the product’- Chris M, Developer ‘Listening to customers’ experiences…has exposed me to the technologies that I should familiarise myself …Without UX providing such opportunities to get involved with the initial research this may not have happened until much later in the process’- Chris M, Developer @REVNATHANIEL | #UXCAM
  • 24. What didn’t work • Busy calendars- team members unable to attend • Team sometimes loses faith in the project • Over enthusiastic and vocal observers • Post study banter Recommendations • Email notes from the session to the team • Share video/audio recordings • Give instructions before the session • Own the role of a facilitator
  • 26.
  • 27. What worked • Sharing what we learn as a team • Getting buy in • Shared understanding • More communication less document heavy @REVNATHANIEL | #UXCAM
  • 28. What didn’t work • Space • Falling post-it notes Recommendations • Analyse and capture/document data as soon as you can • Use super sticky post its
  • 29. Plan Analyse Execute Task Collaboration friendly? Yes Sometimes/ @REVNATHANIEL | #UXCAM depends No Categorise & Analyse data Post up data Document analysis process Share findings Presenting findings with a colleague
  • 30. There are times when you just need to work alone! @REVNATHANIEL | #UXCAM
  • 31. What didn’t work • Analysing data together with another person @REVNATHANIEL | #UXCAM
  • 32. What worked • Work with a colleague but separately • Discuss your own interpretations of the data • Don’t be afraid to ask why @REVNATHANIEL | #UXCAM
  • 33. Issues with Collaboration @REVNATHANIEL | #UXCAM
  • 34. • Dominant team members • Organization and time management skills • Facilitation skills/people management • Familiarity with collaboration techniques • Enthusiasm • Company culture • Immediacy @REVNATHANIEL | #UXCAM
  • 35. Summary • The entire user research process can be very collaborative • Collaboration is active • Some research phases are more collaboration friendly than others • Some techniques are more collaboration friendly than others • There are a couple of pitfalls with collaboration @REVNATHANIEL | #UXCAM
  • 36. My top tips #1 Change your mind set and try collaboration #2 Continually look for opportunities to collaborate #3 Learn when not to collaborate @REVNATHANIEL | #UXCAM
  • 37. Revathi Nathaniel Usability Engineer Red Gate Software Ltd Twitter: @revnathaniel Email: revathinathaniel@red-gate.com
  • 38. References Adaptive software development: a collaborative approach to managing complex systems- James A Highsmith III Gov. Uk- User research blog ‘Have you had your recommended dose of research?’- Dipa Shah https://userresearch.blog.gov.uk/2014/08/06/have-you-had-your-recommended-dose-of-research/ Introduction to Task Based Models- Indi Young http://www.slideshare.net/indi/a-brief-very-brief-introduction-to-task-based-models

Notes de l'éditeur

  1. Swim lanes in UX
  2. This is a poster by the UX team at Government Digital service where they are exploring how User research is a more like a team sport where they involve everyone in user research User research is not only the user researcher’s job but now everyone is involved in research. https://userresearch.blog.gov.uk/2014/08/06/have-you-had-your-recommended-dose-of-research/
  3. And great learning happens in groups as Sir Ken Robinson described in his very popular TED talk about how education needs to change to prepare children better. https://www.youtube.com/watch?v=zDZFcDGpL4U
  4. Taken from Adaptive Software Development- A collaborative approach to managing complex systems- James A. Highsmith III
  5. Taken from Adaptive Software Development- A collaborative approach to managing complex systems- James A. Highsmith III
  6. Collaboration does not need to be limited to only to the user facing aspects of user research. The entire process should be opened up.
  7. The process of collating, categorizing and culling questions while creating a survey
  8. This is taken from Indi Young’s categorization of the classes of research data.
  9. A living, evolving persona built by the team Post its on any wall that is available to generate interest in user research
  10. Taken from ‘Office Space’ (Twentieth Century Fox, 1999)