Usability Testing Notes

UI/UX Usability Testing

Usability Principles and Tools

  • User-centered development using Elements of the WIMP Interface:
    • Windows
    • Icons
    • Pointers
    • Menus
  • Usability evaluations
    • Summative Evaluations
    • Formative Evaluations
    • Expert Evaluations
    • Cognitive Walkthrough
    • Heuristic Evaluation

Usability Testing

  • A method of testing the functionality of a website, app, or other digital product.
  • Involves observing real users as they attempt to complete tasks.
  • Users are observed by researchers during in-person or remote sessions.
  • Goal: To reveal areas of confusion and uncover pain points to improve user experience.
  • Seeks to gauge the practical functionality of the product and how efficiently users complete pre-defined goals.

Usability Testing vs User Testing

User Testing
  • Focuses on what users think about the product or service.
  • How they perceive the product or service
  • Identifies user needs.
Usability Testing
  • Identifies bugs or errors impacting user flow.
  • Determines if users can complete tasks efficiently.
  • Assesses user understanding of site navigation.

Importance of Usability Testing

  • Reveals issues that those familiar with the website may miss.
  • Determines if visitors:
    • Understand how the site works and don't get lost or confused.
    • Can complete the main actions they need to.
    • Don't encounter usability issues or bugs.
    • Have a functional and efficient experience.
    • Notice any other usability problems

Benefits of Usability Testing

  • Validate your prototype: Identify issues early in development before finalizing the product.
  • Confirm your product meets expectations: Ensure everything works as intended after completion.
  • Identify issues with complex flows: Ensure multi-step processes are straightforward and intuitive (e.g., e-commerce checkout).
  • Complement and illuminate other data points: Provides the 'why' behind data from other methods, such as funnel analysis.
  • Catch minor errors: Identify broken links, site errors, and grammatical issues.
  • Develop empathy: Understand the user's perspective and knowledge level.
  • Get buy-in for change: Seeing users struggle can be persuasive for advocating changes.
  • Provide a better user experience: Identify and resolve issues to create a user-friendly product.

What Usability Testing is Not

  • Tools that don't explicitly evaluate product functionality:
    • A/B testing: Experiments with multiple versions of a web page.
    • Focus groups: Gather opinions about a product or service.
    • Surveys: Gauge user experience but don't allow observation of users in action.
    • Heatmaps: Visual representation of user interaction (click, scroll, move).
    • User acceptance testing: Technical QA to ensure software works correctly.
    • In-house proper use testing: Employees are inherently biased.

Types of Usability Testing

Qualitative vs. Quantitative
  • Ideally, usability testing should gather both types of data for a rounded evaluation.
  • Qualitative:
    • Focuses on the 'why'
    • Understanding users' experiences, thoughts, and feelings.
    • Methods include think-aloud studies, observation, interviews, and surveys.
  • Quantitative:
    • Focuses on collecting and analyzing numerical data.
    • Metrics include success rates, task completion times, error rates, and satisfaction ratings.
    • Aims to identify patterns and make predictions.
Moderated and Unmoderated
  • Moderated:
    • A moderator guides users through the test.
    • Moderator answers questions, asks follow-up questions, and records observations.
  • Unmoderated:
    • Users complete tasks independently.
    • Uses tools that record actions and responses.
Remote vs. In-Person
  • Remote:
    • Conducted using online tools.
    • Participants can share screens and record activity.
    • Useful for geographically diverse teams and participants.
  • In-person:
    • Conducted in a physical location (e.g., usability lab).
    • More expensive and time-consuming.
    • May be necessary for products requiring safety considerations or physical testing.

When to Conduct Usability Testing

  • Continuously throughout the product lifecycle.
    • Before starting design.
    • Once you have a wireframe or prototype.
    • Before launching the product.
    • At regular intervals after the launch.
  • Before you start designing
    • Preliminary research, surveys, or testing competitors' products helps to identify user needs, expectations, and potential pain points early on.
  • Once you have a wireframe or prototype
    • Use card sorting and tree testing on your wireframe or prototype to discover how users would approach the product
  • Before launching the product
    • Evaluate its overall effectiveness through summative testing.
    • The goal of summative testing is to measure how well your product performs via specific usability heuristics like efficiency, effectiveness, and user satisfaction.
  • At regular intervals after launch
    • Ensure it remains user-friendly, accessible, and relevant over time.

How to do Usability Testing

  1. Define a goal and target audience
  2. Utilize a tool that allows for continuous testing
  3. Establish evaluation criteria
  4. Create a usability testing script
  5. Be mindful of test length
  6. Run a pilot test
  7. Recruit test participants
  8. Run the test with best practices
  9. Analyze and report your findings
  10. Iterate and repeat
Define a Goal and Target Audience
  • Understand who your users are by asking:
    • Demographics (age, location, profession)
    • Specific tasks users want to accomplish (checkout, changing username)
    • Desired timeframes for task completion and navigation
  • Formulate a problem statement to clarify insights you want to gain:
    • "We want to assess the usability of our product for 20-30-year-old customers to complete checkout within 3 minutes."
Use a Tool that Enables Continuous Testing
  • Invest in a tool to facilitate fast, scalable usability testing.
  • Choose one that supports testing early and often, even after launch.
  • Continuous research informs design decisions and keeps you updated on evolving user needs. For example:
    • Live website testing: Perform usability testing tasks on a live website or web-based application
    • Prototype testing: Integrate with your prototypes from Adobe XD, Figma, Sketch, and InVision to validate design concepts early
    • Usability testing templates: Hit the ground running with pre-built templates to save time and ensure your tests are designed to capture relevant insights
Establish Evaluation Criteria
  • Focus your team by establishing evaluation criteria.
  • Consider evaluating usability metrics like:
    • Task completion rate
    • Direct and indirect success
    • Time-on-screen
    • Time-on-task
    • User satisfaction score
    • Misclick rate
Create a Usability Testing Script
  • Outlines tasks, instructions, and questions.
  • Serves as a roadmap for participants.
  • Helps identify potential problems and areas for improvement.
Be Mindful of Length
  • Keep tests short and sweet.
  • Average duration: 15–20 minutes with 5–10 tasks.
Run a Pilot Test
  • Evaluate the clarity and effectiveness of testing materials.
  • Validate the feasibility of testing methods, tools, and environment.
Recruit Test Participants
  • Recruit participants that represent your target audience.
  • Ways to hire participants:
    • Invite them: Invite participants directly from your website or browser-based products using popover invites.
    • Recruit existing users: Source testers from your current user base.
    • Recruit from a panel: Hire participants quickly from service providers like the Maze Panel.
Create a Positive Testing Environment
  • Should feel like an interactive conversation, not an interrogation.
  • Avoid leading questions and ensure participants feel comfortable providing honest feedback.
Analyze and Report Your Findings
  • Transform raw data and feedback into actionable insights to:
    • Identify user pain points
    • Prioritize UX improvements
    • Communicate effectively within your team
  • Metrics to track:
    • Usability metrics (total testers, bounce rate, misclick rate, average duration)
    • Mission paths and optimal path analysis
    • Success metrics (testers deviating from the intended flow)
    • Closed and open questions with visual representation of responses
Iterate and Repeat
  • Usability testing is an ongoing process with iteration, feedback loops, and revisions.
  • Re-evaluate and adapt the process to accommodate new goals, user segments, and market conditions.

Transform Your Product Experience with Usability Testing

  • Create user-centric products that deliver exceptional experiences.
  • Benefits:
    • Identify user pain points and UX issues
    • Generate ideas for feature improvements and product updates
    • Prioritize design decisions with data-backed insights
    • Validate assumptions and understand users’ context of use
    • Develop better products faster

Best Usability Testing Tools

  • Maze
  • Lookback
  • UserTesting
  • Optimal Workshop
  • UsabilityHub
  • Loop11
  • Userfeel
  • Trymata
  • Hotjar
  • UserZoom
  • Qualaroo
  • GetFeedback
  • CrazyEgg
  • Userlytics
  • Userbrain

WIMP Interface in HCI

  • WIMP stands for Windows, Icons, Menus, and Pointers.
  • Basic elements of many interfaces on computers and endpoint devices.
  • A type of interaction model used in computer systems.
How WIMP Works
  • Windows: Rectangular area on the screen that displays content from a single application.
  • Icons: Small graphical representations of programs or files.
  • Menus: List of options or commands.
  • Pointers: Controlled by a mouse or touchpad to select and interact with items on the screen.

Usability Evaluation

  • A procedure of evaluating to what extent a system is easy and joyful to use.
Usability Evaluation Methods
  • Usability Testing: Assessing a system with users and observing their actions.
  • Usability Inspection: Evaluation by a usability expert without user involvement.
  • Usability Inquiry: Addressing questions to users to understand their thoughts.
Usability inspection — Heuristic evaluation
  • A usability engineering framework for discovering usability issues in a user interface design
  • Focuses on explaining every observed usability issue concerning standard usability guidelines
Heuristics for User Interface Design
  • Visibility of system status: Keep users informed through timely feedback.
  • Match between system and the real world: Use familiar language and concepts.
  • User control and freedom: Allow users to exit and provide Undo/Redo.
  • Consistency and standards: Use the same concepts and follow platform standards.
  • Error prevention: Design the system to prevent serious errors and provide error messages.
  • Recognition rather than recall: Make objects and options visible.
  • Flexibility and efficiency of use: Cater to different user levels with shortcuts.
  • Aesthetic and minimalist design: Avoid irrelevant information.
  • Help users recognize, diagnose, and recover from errors: Provide clear error messages and instructions.
  • Help and documentation: Provide easy-to-search and task-focused documentation focused on the user’s task, and lists concrete steps to be carried out to accomplish a task.

Evaluation Techniques

Evaluation Through Expert Analysis
  • Practical when resources to involve users are lacking.
    • Cognitive walkthrough: Evaluators perform actions and evaluate learnability.
    • Heuristic evaluation: Evaluators critique the interface using usability heuristics.
    • Model-based evaluation: Assess the interface using models of design specifications.
    • Using previous studies: Assess the interface based on existing studies.
Evaluation Through User Participation
  • Techniques involving participation from actual users.
    • Experimental evaluation: Controlled experiments to test hypotheses.
    • Observational techniques: Watch users and record their behavior.
    • Query techniques: Ask users about their experience (interviews, questionnaires).
    • Physiological responses: Take physiological measurements of users.

Goals of Evaluation

  • Assess the system's functionality: Determine if the system provides enough functionality to allow users to perform tasks efficiently.
  • Assess users' experience with the interface: Evaluate learnability, usability, and user satisfaction.
  • Identify specific problems with the interface: Inspect components that generate unexpected outputs and confuse users.