Written by Kene Anoliefo
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May 5, 2024
Learn how to do usability testing to validate a new user experience.
In Part 2 we reviewed how to test out lo-fi concepts to quickly learn whether or not potential solutions are viable. At this point you’ve successfully validated one of your concepts and you’re ready to start building out the full solution. You also should have a strong understanding of customer needs and the outcomes they want your product to accomplish.
If you’re building a digital product, you’re likely working with a Experience or Product Designer to translate those outcomes into concrete features and workflows within a product experience, and now you have a solid design for the product.
The next stage of customer validation is focused on usability — how easy or hard is it for people to use the product and achieve the outcomes they want? Usability Testing is important because it gives you the opportunity to clearly map out the user experience (UX) and observe users interact with it to be sure that they can use the product effectively.
Usability testing is most relevant for digital products and software. You can create a “clickable prototype” using a tool like Figma. The prototype is essentially a set of static screens that are linked to each other to give the impression of a working, live website or application.
To construct the prototype, choose the core workflows and journeys you expect people to take while using the product. Continuing from our example of a savings and investing app from Part 1, we might outline workflows like signing up for an account, linking bank accounts, entering saving goals, and viewing the calendar. Your prototype should include the major elements of the layout like the overall navigation so that it can be as faithful to the real experience you plan to build.
Before doing testing, create a series of tasks that capture how users will interact with the product. These tasks should correspond to each of the core workflows you chose (e.g. Task 1 might be asking users to create an account). You’ll ask users to complete these tasks within the prototype during the interview.
Using our example of the savings and investing calendar app, here’s what an interview with good signal might sound like for the task of linking a bank account.
You: Next up, I’d like you to finish onboarding by linking your bank accounts. Please talk out loud and describe what you are doing as you interact with the prototype.
Customer: Ok. So to do that I would click here on “Link bank account.” I see that it pulls up a list of popular banking apps that I can link. I see my bank here so I click on it and it says that I can link it manually or by entering my login. I don’t know what manual linking is but it sounds hard so I’m going to choose enter my login. It would be great to if they gave more information on security before asking about my login…and so on.
You. [After the user has successfully completed the task] Let’s pause here. On a scale of 1 to 5 with 1 being not very easy and 5 being very easy, how easy was it to complete that task?
Customer: Four. It was pretty easy. I could understand what to do at each step.
You: Were there any times that you were confused or unsure of what to do?
Customer: It was pretty straightforward, but I was a little hesitant to enter my password and login information to my bank account. I was looking for more information on their security and privacy policy and I couldn’t find it. That would have made me feel better about linking it.
From this interview we know:
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Here’s what an interview with poor signal might sound like.
You: Next up, I’d like you to finish onboarding by linking your bank accounts. Please talk out loud and describe what you are doing as you interact with the prototype.
Customer: Ok. So to do that I would click here on…hmm where would I click. There’s a button that says “see bank options” and a button that says “enter bank information.” So is the option that I can set up a new bank account or use my existing ones? I’m not sure, so I’ll just try “enter bank information.” When I click “enter bank information” it wants me to choose my bank, but I don’t see it listed here. I’m not sure what to do, can you tell me what comes next?
You. [Give the user guidance on how to complete the task] Let’s pause here. On a scale of 1 to 5 with 1 being not very easy and 5 being very easy, how easy was it to complete that task?
Customer: Two. I was pretty lost because it made it seem like if you didn’t have one of those banks, you couldn’t link your account. If I didn’t have help I probably would have given up.
From this interview we can observe that:
If a task has under 75% completion rate, you need to go back to the drawing board and rethink the user experience, and then test again. And if people generally get past the finish line but don’t sound confident as they do it, there could be room for improvement to really nail the experience.
If your prototype passed the threshold and got good signal for each core task — congratulations! You’re ready to take your product into development and ship it to customers once you’re finished building it. Now it’s time to move to the next phase: Validating Outcomes using A/B tests and Beta Releases.
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