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User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs...

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User Modeling Lecture # 7 Gabriel Spitz 1
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Page 1: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Gabriel Spitz

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User ModelingLecture # 7

Page 2: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Gabriel Spitz

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User Interface Design Process

NeedsAssessment

Competitive Analysis

PersonaDevelop

Task Analysis/Use Cases

MockDesign

WorkflowDesign

ConceptualDesign

WireframeDesign

Formative Evaluation

MockupDesign

PrototypeDesign

Requirements Development

Design

Evaluation

MockDesignSummative Evaluation

Page 3: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Effective User Interface

Matches user characteristics

Focuses on user tasks

Is suitable for use in its intended environment

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Page 4: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

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Our First Step in UI Design Identify and Describe Our User

Good UI tries to match user characteristics

Page 5: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

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• B2B website serving primarily business people

• Conservative in style

• Colors are less bright

• Call for action more subtle

Page 6: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

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• A Design Catering to Conservative Attitudes When It Comes To Money

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• C2C website serving the general public

• Uses brighter and a larger set of colors

• Large and prominent Images

• More pronounced call for action

Page 8: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

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A Design Catering to Fun Loving Teenagers

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A Design Catering to subdued attitudes of seniors – Colorful, but quiet

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Page 11: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Identifying Our Users Are Everywhere

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Page 12: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Challenge – Narrow Down Potential Users

• To maximize the fit between our application and the users we need to design for a very clearly defined group of users

• A design for everyone is often a design for no one

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Page 13: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Also: Identify Direct and Indirect Users

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Nurse

Patient

DirectUsers Indirect

Users

e.g., Need to support large font

Page 14: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Design that Ignores Secondary UsersGabriel Spitz

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Should a patient sign this document too?

Page 15: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Before and After ConsideringSecondary Users

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Page 16: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Our Goal – Identify Focal Groups

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All potential users Focal users

Page 17: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Criteria for Selecting Focal Groups

Select 2-3 types of users or user roles to support based on: Type and category of the application we build Its business goals and objectives Business Case

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Page 18: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

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Describing the User Persona – A Design Tool

Once the focal groups are identified, we need to describe the user

Description of the user in general terms such as All Students, Every Senior Person is not helpful It does not help us make effective design decisions

To support effective design we need to have in mind real users and envision the way they will react to a feature or design decision in our UI

A good tool to help us is User Persona

Page 19: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

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What is a Persona?

User Persona is an instantiation of a hypothetical user

It is a description of a typical user along with stories about how s/he might use an application to meet his/her goals

It is an archetype of the user which will help guide decisions about the product and its characteristics

Page 20: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

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Example of a User Persona

Page 21: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Example of User Persona

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the goal of persona is to bring the user to life and use it to design and communicate

Page 22: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

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Use of Personas in Design

Examine a design feature in the context of our persona Will this feature meet the goals of our persona Is the feature important enough to our persona to justify

the development costs How should the feature be characterized to provide

optimal usability for our persona

Page 23: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Methods for Creating User Personas

Use ethnographic interviews with real people Immersive observation and direct 1:1 interviews

Focus on what users know and capable of achieving Gather indirect information from marketing, sales, and

technical support people They have a good understanding of who are the users and what

capabilities they poses

Make sure their information is current

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Page 24: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Content of User Persona

User Persona includes in its description Name Role and job title Description of relevant goals, motivations, pain points Quotes and stories in the person language Relevant demographic information User characteristics Description of primary activities

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Page 25: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Design Questions for a Persona

Persona should inform the designer about: Specific knowledge they have of our application

E.g. Would the term “Enter” be meaningful to them Domain knowledge

E.g. Credit vs. Debit How often will they use our application

E.g. Once a month Where will they be when using the application

E.g. Outside the bank What expectations they have when using our application

E.g. Can take out unlimited amount of money All of the above help us anticipate the characteristics of the application

we need to consider

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Page 26: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

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Guidelines for Creating Persona

Keep persona set small

Focus on the user not the buyer (of the application)

Add life to persona

Use the right goals

Persona must be specific to the design problem

Kim Goodwin; http://www.uie.com/articles/perfecting_personas

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@ Keep Persona Set Small

The goal of persona is to provide context for decision

Too many personas will impose a memory load and reduce their effectiveness

Limit the number of personas to distinct behavioral patterns, not demographic E.G., A manager and an employee will have different

behavioral patterns when it comes to CRM, but probably not for email

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@ Focus on the User not the Buyer

Marketing people focus on people that bring in most money or a growing segment of the population

Design needs to focus on the people that will use the application, not those that will buy it E.G., in commercial setting the buyer and therefore the

target of Marketing is the executive. The user is the technician

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@ Add Life to Persona

Focus on goals, behavior patterns, environment, and attitudes first

Than add a few personal details to reinforce the persona characteristics

Remember Persona is first a design tool

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@ Use the Right Goals

Each persona should include 3-4 goals

Goals are things users want to accomplish tasks are the way to accomplish goals

Select goals that are related to or will help the design

Thus goals should be with respect of what an end user would like to get out using the tool – Outcome

E.G., Passengers do not want a boarding pass;They want to get home

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@ Make Persona Unique to a Design Problem

We can not use persona that was created for a different domain.

Within each domain personas will have different goals and different behavioral patterns

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Benefits of Using Personas

Help understand the users - who they are, what do they know about our tasks help design the product

Clarifies assumptions - use scenarios help team members share and formalize assumptions about users and usage

Fully explore the design - use scenarios help explore important aspects of the design

Provide context for reviewers - when trying to evaluate the design

Page 33: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

Example of Relevant User Information

Check In Kiosk Users’ goals – e.g. Get home fast Users’ Characteristics – e.g. Limited language skills,

forgetful (I don’t know my flight number), uptight, etc. Usage environment– e.g. Standing vs. sitting, heavy bag

on shoulder, infrequent use

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Page 34: User Modeling Lecture # 7 Gabriel Spitz 1. User Interface Design Process Gabriel Spitz 2 Needs Assessment Competitive Analysis Persona Develop Task Analysis

In Summery - We Create Personas To

Help us understand why our users are not us

It is not for-us-by-us

Identify and prioritize features and functionality

Identify users for testing

Understanding users is critical to getting value out of SW

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