"no tears" method for user centered design
DESCRIPTION
This is the presentation I gave at DrupalCon Boston on March 3, 2008.TRANSCRIPT
No Tears Methods forUser Centered DesignDrupalCon Boston 2008
Michael Angeles
“ ”
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Information Architect & Interaction Designer
From enterprise software and large consumer sites
to nonprofit and small business sites
2
First, a word from jibbajabba...
Drupal User Since v. 2
• iaslash.org (‘01 - ‘05)
• urlgreyhot.com (‘01 - now)
• loveandsprockets.com
(‘07 - now)
• konigi.com (‘08 - now)
Philosophy
• Understand users
• Design simple, sensible
solutions
• Continually improve and evolve
products based on feedback
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
What users want is convenience and results.
But all they see is the interface.
As far as the customer is concerned,
the interface is the product.
Jef Raskin, Macintosh Project lead.
Quote from The Humane Interface.
3
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008 4
What
If the interface is the product, it needs to reflect what
users want.
Why
Not considering what users really want up front, costs
you at the other end.
How
“No Tears” method. Considering what users want
doesn’t need to be hard.
DEFINE
DESIGN
BUILD
TEST
Business Rules, User ResearchMental Models, Use Cases
Competitive Research
Who are your users?Who are you?
How does it function?
Sketches, WireframesPaper Prototypes
Visual Design
REFINE
How does it look?
Develop, Prototype, DeployMake it work
Usability Test, Web AnalyticsQualitative Info/Feedback
REFINE
Is it what they want?
The Process
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
A reliable process ... produces a predictable result
time and again.
A valid process, on the other hand, flows from
designers' deep understanding of both user and
context, and leads them to ideas they believe in but
can't prove.
Great designers worry less about replicating a
successful process than about producing a
spectacular solution.
Roger Martin, Dean of the Rotman B-school.
From "Tough Love." Fast Company.
6
The Process
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008 7
DefineWho are you & Who are your users?
• Business rules
• User Research
• Surveys & Interviews
• Mental models
• Personas
• Use cases
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Who are you and what do you want?
8
Define
• What are your business goals
• What does the business intend to do
• Define the problem and the solution in a way that is
clear and simple
• Define the opportunity and the market
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008 9
Define
I would spend 24 hours, seven days a week,
greeting every single person who came to the site. ...
All of these people are your potential evangelists.
You need to show those people love.
We did all kinds of dumb, stupid things.
But our unofficial slogan was, "F--- up fast."
Make mistakes rapidly, learn from them,
and move past them.
Caterina Fake, Co-founder of Flickr.
From "How We Did It: Stewart Butterfield and Caterina Fake, Co-founders, Flickr." inc
Magazine.
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Who are your users, what do they want?
10
• What are their needs and
expectations?
• What research can we
derive from market
research, demographics,
and feedback?
• Can we survey and
interview?
Define
Conceptual Model for Book Site
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Research and describe users• Research
• Survey
• Interview
• Observe
• Describe
• Roles
• Goals
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I'm blogging this.
Steve is a young multi-tasker who is very social.
He's an undergrad in a visual arts program. He
wants to work in film as a director one day. He
also plays a bass guitar and is in a band.
Steve is a heavy internet user, uses the web to
do a lot of his school research and reads lots of
blogs in his RSS reader. He keeps in touch with
friends via IM, Dodgeball and Twitter
He keeps a WordPress blog for his thoughts on
TV, film and music, and a MySpace site for his
band. He's also a big user of Digg. He subscribes
to nearly every new social networking site, just to
try them out, and has profiles on some of them.
He posts photos to Flickr and occassionally posts
movies experiments to YouTube to get noticed.
He is into watching web video–short films, music
performances and TV clips on YouTube and iFilm
and keeps public playlists. He embeds video in
his blog regularly. He is also active on Flixter and
rates movies and actors with zeal.
He watches TV a lot–mostly reality shows,
gadget TV like Attack of the Show, and movies on
IFC and cable. He can imagine clipping his own
video directly from his camcorder or DVD player
to a web service if it were possible.
Age: 21
Occupation: Student, Film & Television major
Gear: Mac OS X, Firefox, Motorola RAZR
Member, TV addict, Social Network user, Not a
SlingBox owner
Steve Newman
• Toolbar
• Rating
• While watching a video clip from an SNL episode, he decides that he loves the clip and wants to rate it
•!He looks for the star rating tool and gives the clip a high star rating8. Rate a clip
7. Comment on a clip
• While watching a clip, looks for the comments area of the page
• Sees a few dumb comments and gives them thumbs down
• Skims the first few and then looks for the form to add his own
•!Enters his comment and submits
• Comments
6. Invite friends to register
• When he registers, he notices a step in the process to invite all of his friends to create SlingIt accounts as well
•!He sees an option to import his contacts either via a web-based email service or by importing from an email client
•!He decides to click the option to import his gmail contacts
•!He sees a list of his gmail contacts and selects his closest friends to invite, and submits the message
• Registration
• Email a friend, contact importing
5. Favorite a person• While viewing a video, he clicks on the clipper's name or avatar to view that person's profile
• He notices that his TV interests match his and that this other person clips a lot, so he wants to remember him
• He looks for and finds an icon to add that person as a friend or to "favorite" him and clicks it
• User profile, public view of other user
• General toolbar
• Favoriting process
• My account page (to view favorite)
Favoriting
• While watching a show, he notices the Favorite tool in a toolbar near the video player
•!He clicks the icon and it tells him it was added to his Favorites
Looking for favorites later
• He goes to look for the videos he's added to his favorites by checking out his page
4. Favorite a show• Video player toolbar
• Favoriting process
• My account page
• Site search
• Search suggestions/recommendations
• User enters a search for a show he likes "Adult Swim" in the global navigation bar (optionally, if his title is found by an
AJAX autocompletion, he selects it in the form)
• Looks for his show title in the search results and clicks on it
• Views the show page
3. Find shows and clips I like then watch them
• My Account
• Profile building / editing
• Profile, view of own profile
2. Create and build profile
• User logs in and heads to his account area
• Fills out information about himself (his name, location, age), enters info about his TV taste / interests, uploads a picture for
his avatar, etc.
•!Clicks to view his profile
• Global nav
• Sign up call to action
• Registration
• Looks for a "Sign up" link, finds it and clicks on it
• Fills out form to enter basic info, e.g. user name, email, password
• Gets confirmation that his account is created
1. Create user account
Features(features refer to SlingIt features unless otherwise indicated as SlingPlayer)
ScenariosGoals and Motivations
Personal Background
Steve is a young multi-tasker who is very social on the Internet. He writes a
blog where he embeds YouTube video and Flickr photos pretty regularly, diggs
sites, maintains profiles on social networking sites and publishes video of his
band that he produces himself. He wants people to know who he is, and his
online reputation is as important as his real world rep.
All my friends are online and IM, blogs, and
MySpace are where you'll find us a lot of the time.
If you want to know what I'm up to, check my blog.
Demographics
Age: 21
Occupation: Student, Film & Television major
Gear: Mac OS X, Firefox, Motorola RAZR
Needs
• Social features that allow him to use media anywhere he wants to–his
blog, his MySpace site
• To be rewarded for be social
Tech Comforts
PC: High
Web: High
Steve NewmanMember, TV addict, Social Network user, Not a SlingBox owner
The Easy Way The Hard Way
Define
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
How do they get what they want now?
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• What are competitors
doing in your industry
or product area?
• Evaluate them for what
they get right/wrong
• State the things that
relate to your business
and product
Define
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Categorize what they want• Categorize goals and
expectations (use
cases)
• Describe what users
will do (scenarios)
• The overall picture is
the mental model
13
Define
Save for later Share RepublishRate & Comment
GroupsPlaylistsDescribeClip
WatchFind
Create Organize
InteractView
Clipping from
SlingPlayer
Clipping from
my own media,
e.g. camcorder
Embedding clip
in an external
site
Tagging a clip Creating a
playlistCreating groups
Rating a clip
Adding clip to
playlist
Adding clip to
group
Sending to a
friend via email
client
Sending to a
friend via
"Share" UI
Favoriting
people
Watching video
via a direct link
sent or found off
site
Watching video
off site, e.g. in a
weblog
Browsing by
show or channel
Searching for a
clip using global
search
Re-use
Commenting
Naming a clip
Favorites
Favoriting
(people, clips,
shows, etc.)
Favoriting show/
channel/clip etc.
RegisterHow do I use it?What is it?
Learn
How did these
clips get here?
What can I find
here?
What's a
SlingBox?
How do I create
a clip?
Join
Create an
account
What do I get for
joining?
Manage
My VideosMy Account
View my clips
View my
favorites
Edit my account
info
Change my
passwordRemove clips
Remove
favorites
Desired features that came up repeatedly in interviews and surveys with CNS users
Features we can expect to get heavy use by very active members, e.g. users of social networks
Mental Model
Use Cases
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Give users what they actually want,
not what they say they want.
And whatever you do,
don't give them new features
just because your competitors have them!
Kathy Sierra, Programming Instructor and Game Developer.
From "Featuritis vs. the Happy User Peak." Creating Passionate Users.
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Define
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
• Netflix differentiated
themselves by focussing on faster delivery and better
recommendation
• Apple applications differentiate
themselves by focusing on simple controls that really
consider context
Do better than competitors
15
• One way: Differentiate
yourself by providing
better user experience
Define
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
DesignHow does it function?
How does it look?
• Functional
Requirements
• Sketches
• Wireframes
• Paper Prototypes
• Visual Design
16
Simplicity means
the achievement of
maximum effect
with minimum means.
Dr. Koichi Kawana, Architect
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Focus and prioritize“ [Innovation] comes from saying no to 1,000 things to
make sure we don’t get on the wrong track or try to
do too much. We’re always thinking about new
markets we could enter, but it’s only by saying no that
you can concentrate on the things that are really
important. ”
Steve Jobs, CEO of Apple Inc.
"The Seed of Apple's Innovation" BusinessWeek. http://www.businessweek.com/bwdaily/
dnflash/oct2004/nf20041012_4018_db083.htm
17
Design
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Find your focus• List and prioritize what
should appear on the
page
• To make it clear and
simple, focus on one
thing (or a small
number of things) and
do it very well
18
Page Description Diagram, by Dan Brown
Design
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
• Based on established
design principles
• Usable
• Well understood
• Provide predictable
behaviors
• and are therefore safe
(non innovative)
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Consider design patterns
Yahoo! Design Pattern Library
Design
See: http://konigi.com/notebook/design-pattern-libraries-and-ui-guidelines
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008 20
Sketches are for ideation: Creating as many
different ideas as you can in order to further
suggest new ideas
Prototypes are for evaluation: Narrowing down
the choices to find the best idea.
Bill Buxton, Principal Researcher Microsoft Research
and Author of Sketching User Experience
From Nov. 2006 Boston CHI presentation
Design
Sketch & Prototype
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Sketch
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• Turn functional
requirements into
descriptions for the UI
and interaction
• Get down at least 3
different ideas
• Narrow down and
select
Design
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Wireframe Page Elements• Wireframes are low
fidelity page
schematics that
describe:
• Template and module
models
• Elements required
• Hierarchy of elements
• Generalized layout
22
Design
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Storyboard interaction• Storyboards are low-
fidelity interaction
schematics that:
• Show application flow
and interface behaviors
• Provide a sense of the
feel of interactive
interface elements
• Describe application
logic
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Design
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Wireframing should be easy• Tools like Axure allow
you to spec and
prototype quickly
• Visio or OmniGraffle
with a good stencil
library makes page
schematics simple
• The hardest part is
deciding behavior
and priority
24
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Prototype (paper, click through, etc.)• Prototypes allow you
test how users
actually use the
product
• Provide the “feel” of a
product
• Low-fidelity prototypes
are best (paper, simple
click-through html)
• Allow you to iterate
before product is built
25
Design
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Review, reduce, and remove
26
Design
Amazon “Create Your Own Ring” UI
• Simplify the
experience with the
things you do need
e.g. Kayak, Roost, Amazon Rings,
Data filtering; iPhone click wheel
Drupal Sign In / Register UI (konigi.com)
1
2
• Eliminate the pieces
you don't need
e.g. BaseCamp, task management;
Twitter and Tumblr micro publishing
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Consider effortless energy
27
Design
GMail
• Strive for simpler,
contextual, forgiving
interactions1
2
3
TaDa List
• Provide predictive
behaviors
e.g. GMail, undo; Humanized/Google
Reader, infinite scroll; Google
Calendar, Quick Add; I Want Sandy,
Natural language UI, QuickSilver/Enso
actions
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Iterate• Review your designs with the team
• Think about framing your review discussion on
personas
• Iterate designs based on your evaluation and repeat
the design process
28
Design
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008 29
Design
Less isn’t more,
just enough is more.
Milton Glaser, Graphic Designer
Perfection is achieved,
not when there is nothing more to add,
but when there is nothing left to take away.
Antoine de Saint-Exupery, French writer (1900 - 1944)
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Can people use this
product?
Is this what they really
want?
• Usability Testing
• Web analytics
• Feedback
30
Test
In usability, the fastest
and cheapest methods
are often the best..
Jakob Nielsen, Usability Engineer
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Is this usable & is it what they want?
31
• Evaluate product by
observing how real
users use it
• Measurement focusses
on 4 factors
• Efficiency
• Accuracy
• Recall
• Emotional response and
satisfaction
Test
Usability Punch List
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Discount Usability
32
04 Test
• Discount UT is the
most cost effective
• Fast and cheap
• As few as 5
participants is sufficient
• Uncovers the most
prominent issues
• Allows you to test early
and often Usability Test Script & Session captured with Morae
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Evaluating use, post-launch• Web analytics – how are people actually using the
site?
• Customer feedback – direct contact, monitoring
public discussion, sentiment analysis
• Surveys – soliciting user feedback, guaging
satisfaction
33
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Conclusion• User centered design is not that difficult.
• It requires that you:
• Ask questions, and attempt to understand what
users want
• Empathize with users while designing
• Test your design decisions
• Iterate design based on how users actually use
the product
34
“No Tears” Methods for User Centered Design • DrupalCon Boston • 4 March 2008
Thank you
35
1. “The Humane Interface.” by Jef Raskin.
2. "Tough Love." by Roger Martin. Fast Company. http://www.fastcompany.com/
magazine/109/open_design-tough-love.html
3. "How We Did It: Stewart Butterfield and Caterina Fake, Co-founders, Flickr.” By
Steward Butterfield and Caterina Fake. inc. http://www.inc.com/magazine/20061201/hidi-
butterfield-fake_Printer_Friendly.html
4. "Featuritis vs. the Happy User Peak." By Kathy Sierra. Creating Passionate Users.
http://headrush.typepad.com/creating_passionate_users/2005/06/featuritis_vs_t.html
5. "The Seed of Apple's Innovation" BusinessWeek. http://www.businessweek.com/
bwdaily/dnflash/oct2004/nf20041012_4018_db083.htm
6. “Fast, Cheap, and Good: Yes, You Can Have It All.” By Jakob Nielsen. Jakob Nielsen’s
Alertbox, useit.com. http://www.useit.com/alertbox/fast-methods.html
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