March wrap-up: Learning from your customers via customer research

We had 2 great talks about customer research for our March session. Thank you Jo Squire & Katie Phillips, both User Experience Researchers from Australia Post, for an excellent evening!

FYI, we’ll be running another session on customer research in a couple months so hope to see you there!

Doing Research: Discovery & Validation – Jo Squire

thanks Jo for giving us an overview of the discovery and validation research #prodanon

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The research method you use will vary depending on several things including if you’re in a discovery or validation phase.

If you are in discovery, you might be looking for the problem or trying to get a better understanding of the problem. In this space, you’re looking for ‘why’ and it’s not at all the time to bring in prototypes! Observation, contextual inquiries and questionnaires are some of the methods to use here.

Once you move to validation, you’re looking to understand ‘how’ ie how is the product being used. Usability testing & co-design workshops are some of the methods you can use.

Jo reminded us that ‘research’ doesn’t have to cost a bomb or take a long time. No matter what your budget, everyone can incorporate research into their product. Low cost options include talking to your customers on the street, observing (potentially free!) & you can be creative about how you reward the participants.

Once you do the research, you need to communicate it within your organisation and the best way to do this is to include your stakeholders while you’re doing the research. If you can’t include them, try showing the video you captured during the research.

 

End-to-end validation & optimization via diary study – Katie Phillips

Katie talked us through a diary study she did for an Australia Post product. This was a product in the wild which was being constantly developed. Based on the research objective & other criteria, they decided to use a diary study & moderated user testing.

about to kick off katie’s talk about diary studies and how she used slack #prodanon

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Their research participants were not in the office so they choose remote user testing using live video/screen sharing for the user testing and Slack for the diary study. To select a research method there are several things to consider including the objective, how much time you have and your budget.

This is the 2nd time the AusPost team used Slack for research. Even though none of the participants had used Slack before, it was easy to onboard them and they understood how to communicate & share photos of their processes.

One of the things Katie talked about (which I think was amazingly fantastic!) is how involved the development team was during the research. They witnessed the screen sharing so knew right away about the problems users faced plus they scheduled time into their existing sprint so they could work on anything that came up during the research. Way to work together!

Katie shared a few resources:

Q&A time

Tips for the data

  • Always keep the raw data (ie video) so you can play it to the stakeholder
  • If a research company does the research for you, try and be with
    them for at least part of the sessions and ask them to send you the raw data
  • Tools for analysis – Depends on the research but they utalise Google sheets & post it notes a lot.
  • After you analyse the data, make sure it’s available to the project team & possibly other teams (to help with their problem solving).

Most challenging part of their job?
It depends on the project but often it’s recruiting of the research participants. Others include: having a prototype with the right tasks, getting clear objectives from stakeholders and deadlines that are very close to the product launch.

Are there tools for privacy/ethics/legal? Tips?
Make sure your participants know what is expected of them & that the product is being tested, not them. You should have them sign a non-disclosure agreement and your legal team (or participant recruitment company) will have other templates you can use.

Ethics-wise, you should ‘follow your moral compass’ but there’s lots of reading online to help

Thanks tons to Aconex for hosting!

Learning from your customers – March event

Doing customer research is critical to delivering a great product.

We all want to be customer centric but how do you actually figure out your customers needs & the solutions?

This month we’re bringing together two researchers to give a few ideas, examples, tips & talk about how to integrate the research into your product.

RSVP now!

1 – How you do research depends on a variety of things – what do you need to understand, what resources are available, what commitment you can get from participants and more.

Jo Squire, Senior User Experience Researcher at Australia Post will talk about:

• the differences between doing research in discovery and validation phases

• what research methods are better when

• tips for getting the most out of your research including how to communicate the value of research/results

2 – Australia Post’s Send a Parcel allows customers to pay for and print their own domestic labels from their home or business. Researcher Katie Phillips was looking for ways to validate the tool’s increased capability for international sending and decided to use diary studies to understand how people used the new service & what issues they encountered.

Katie will share:

• the benefits of using diary studies

• how she used Slack to facilitate and collect data

• how she worked with the dev team to implement the findings

Our Speakers

Jo Squire is currently a Senior User Experience Researcher at Australia Post and comes with over a decade of experience in user research. She is a strong advocate of putting the customer at the heart of every project, and believes that having a deep understanding and empathy for customers is essential to designing great experiences.

At Australia Post, Jo is responsible for designing and conducting customer research across all of Australia Post’s digital platforms. Research starts at understanding the problem, and continues through to validating finished products. Working closely with product owners, designers and developers Jo helps ensure the wealth of information gathered from the research is translated into highly desirable products that meets both the needs of the customers and the business.

Katie Phillips is a User Experience Researcher at Australia Post and currently works on helping conceptualise and develop digital platforms for shipping and logistics. Her background is in design and applied anthropology, which looks at culturally driven, complex problems and finding innovative solutions for them. She has been working on methods for helping agile user research and “deep-dive” ethnography co-exist, ensuring that products and services in development are always aimed at solving customer pain points and helping create value by considering bigger-picture problems.

Location
A big thanks to Aconex for hosting us this month! Details are on Meetup.

RSVP!