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We've heard that a million monkeys at a million keyboards could produce
the complete works of Shakespeare – but could they get to the commerce
section of your site?
OK, maybe primates aren't your target market, but before you launch your
site you had better make sure that your users can use it. Usability doesn't
mean that your best friend thinks it's "cool," your designer
calls it "cutting-edge," or your VC sees it as "viable."
What it means is that you get a group of users to hammer on it, and you
watch them hammer. That way, you find out what paths they follow, which
graphics they click, where they get lost, and, most importantly, when
they lose interest.
Usability testing is crucial to your site's success and profitability.
Office supplies giant Staples has seen online sales soar since calling
in usability experts Human Factors International to help with the redesign
of their site.
"Every time I went in to speak to them after the redesign, they
were announcing record-breaking days for sales," says Ross Moser,
a senior specialist at Human Factors.
As a result of usability testing, Staples added a shopping cart showing
a perennial list of items purchased, the ability to create a shopping
list of frequently bought items, and a quick way for shoppers to link
to their favorite aisles. After the redesign, drop-off rates during registration
fell by 25 percent, and on the "enter your ZIP code" page the
drop-off rate fell from 10 to 3.5 percent. "Due to our interaction
with Staples, usability testing has become integral to their design process,"
says Moser. "They understand the importance of knowing their user."
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The first step
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Those words, "integral to their design process," are the most
important part of that statement – you must integrate usability
testing before, during, and after you complete your site design.
"Usability goes more than screen-deep. It goes right down to the
bone," says Jon Meads, president of Usability Architects, which specializes
in Web site testing. "The whole company needs to be geared to the
user-development process."
Adam Fischler, usability specialist at Agency.com, agrees: "Early
usability testing will save a lot of money later. We try to make testing
as fast and cheap as possible. We don't want to tie up development. To
be effective, it has to be very easy to do. It has to fit into a schedule
and budget."
Early testing lets you examine and use market research to determine the
value of each feature and how well people recognize and value each one.
"Every feature you add adds cost and increases the amount of testing
you will have to do," says Meads.
"During the conceptual phase, there are lots of questions,"
Fischler concurs. "Do users value what you are trying to build? Is
there any sort of knowledge that the user needs before using the site?
At this point you don't need feedback on the interface. You need to gather
more audience analysis."
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Audition the Competition
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You can get your best tips for what is right and what is wrong in your
field by checking out the competition. "In the early conceptual stage,
we might do a competitive evaluation of Web sites and ask testers to complete
a task such as buying a computer on three different sites," says
Agency.com's Fischler. "We'll look at what functionality was offered
on each site. This helps us understand what makes one site more valuable
than another."
"You can do different forms of tests from an early stage,"
says Catherine Gaddy at Human Factors, who holds a Ph.D. in applied experimental
psychology and the CHFP (Certified Human Factors Professional) credential.
"You can do simple tests even when you just have a list of features.
You might have a list of 20 or 30 things. You can ask people to rank features
or choose the top ten most important features."
Magnet Interactive has set up a usability style guide that dictates design
standards such as measurements for designable space – taking into
account different browser default settings and platforms – and page
sizes. "It's critical to set up these guidelines," says Lewis
Francis, VP of media technologies at Magnet Interactive Group. "A
lot of studies show that a third of traffic disappears if users have to
wait longer than 15 seconds for a page to load. So we set target sizes
for basic page types like splash pages and home pages."
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Drawing it out--or not
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Paper prototyping is an early, rapid-testing technique that is done before
any coding takes place. Simple screen drafts are created with a drawing
program, and users are asked to walk through tasks using the paper screens.
"This is where you are trying to knock out early conceptual flaws,"
says Fischler. Moser agrees: "It's a great and inexpensive way to
see how well your design matches up with the user's mental model. Graphics
and a more complete look can influence the user. With a more completely
designed interface, users are influenced by how you want things to work,
instead of us finding out how it would work best for the user."
Magnet Interactive avoids the paper trail, however. "Some folks
swear by paper testing. We have never done that," says Francis. "We
create mock-ups of our sites. We probably spend more time and budget on
creating mock-ups. But we find it more valuable watching people use the
site. It's important to sit with the target audience, not with the VP
of marketing or the head of the department who hired you to do the job."
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Hocus Focus Groups
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Task-based evaluations offer the most concrete pointers for rethinking
your design. "Look for performance rather than preference when testing,"
says Gaddy.
"There is value to surveys and focus groups, but the danger [with
focus groups] comes when you start interpreting information," says
Fischler. "For example, in a focus group, you hold up an interface.
One guy says he's not sure if he likes it. People are influenced by this
comment. Behind the scenes, everyone runs around changing things. I trust
behavior more. It's a stronger indicator of whether an interface is effective
or not."
Good usability testing doesn't involve herding hundreds of users to check
out your site. "Research shows that with four to six users you can
determine 80 percent of any problems," says Fischler. "Pick
the fewest number of people possible – the really big flaws, the
truck-sized problems, will be obvious. You'll see those in the first four
tests." The more diverse the audience you are trying to reach, the
more testers you will need. Fischler suggests segmenting your audience
into markets and selecting four to six users from each group.
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The best test subjects
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Should your interface design team be involved in the testing process,
or should you hire neutral testers? Each route has value.
"A lot of people doing user interface work are going out and doing
the testing themselves," says Meads. "Possibly they are biased,
but also they are good." Fischler also shows very early site designs
to a designer to ask for his or her expert opinion. "The feedback
is valuable, even though you are not asking the end user," he says.
But Fischler emphasizes the importance of testing on real users. "Test
on people that are not designers or programmers. Test on the actual people
you are targeting with your site. Programmers have a very good understanding
of code, but then no one else can figure out how to do things," he
says.
Test facilitators also have different approaches. "You need to be
a cheerleader," says Gaddy. "If the [test users] get bogged
down, you move them on to something else. Someone looking at a site in
an office won't be as persistent as someone being paid for testing. If
you are testing a program like MS Word, you leave [the testers] alone
to figure it out. For Web sites, you need to be there with them to make
sure they stay focused and stay on the site. It's easier to go off on
tangents."
Fischler believes in the laissez-faire testing technique. "We try
not to get in the way of the test," he says. "We don't prompt
them – we cut them loose and watch them. What you think are moving
elements, they might not. We have seen [people running the test] reach
past the testers and show them how to get to the next step."
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Eagle-eye observations
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Observing the testers is a critical part of the testing process. "By
observing, you can tell immediately when something is right," says
Gaddy. "In a test when you've got the site right, people smile, they
start reading, they start doing stuff. But when they look like those hula
dolls you see at the backs of cars, you know you have to go back to the
drawing board." Keen observation can spot problems that the testers
don't mention. "On one site the font was really small," says
Gaddy. "Nobody actually mentioned it, but all six people leaned forward
and squinted."
Human Factors uses a test lab with a one-way mirror, so their clients
also can watch testers. "This is very useful for them. They are often
sobered by what they see," says Gaddy. "It's simple: either
[the testers] can do things, or they can't."
Don't think you can sit back and relax once your site is launched. "You
should also be measuring once you are up and running," Meads says.
"Very few Web sites are static. Things are constantly changing –
there are new products and new prices. You need to do market research
and testing from the other end. You want to find problems before the end
user does."
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Trouble Areas
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These trouble areas surface constantly for testers:
Feedback: Let your users know what has happened and
what is going to happen. On an e-commerce site, users need to know whether
they've made a purchase or not.
Privacy: Tell users how you will use their data and
who is collecting it. People will bow out if your privacy policy is unclear.
Test smart: Don't run meaningless tests because they're
in the book. Choose the right tests for your site at the right stage in
development.
Think end-user: Most people design for their bosses,
their corporations, or themselves. Put real people at the heart of the
design process.
Graphics: Don't overuse fonts and colors. Making users
wait for graphics fails to consider their requirements.
Plan to test: Think about testing early on throughout
the site's life cycle.
Design a style guide: Create a usability guide early
on and stick to it.
Vary connections: A lot of people design using the company's
LAN. You need to do actual dial-up testing, across different ISPs and
modem speeds.
Know your audience: Corporate workers, kids, young women
– make sure you're designing for the intended target.
No mystery icons: If your site is light on text, make
sure your target audience understands the graphic representations.
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