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Tools and Trade-Offs: Making Wise Choices for User-Centered Design

Stephanie Rosenbaum, Judee Humburg, Judith Ramey, Anne Seeley


Stephanie Rosenbaum, President
Tec-Ed Technical Communication and Graphics Services, Inc.
P.O. Box 1905
Ann Arbor, MI 48106
313-995-1010 voice
313-995-1025 fax
stephanie@teced.com


Judee Humburg
Usability Engineering Manager
Intuit, Inc.
P.O. Box 3014
155 Linfield Avenue
Menlo Park, CA 94206
415-329-3019 voice
415-329-3655 fax
judee_humburg@intuit.com


Judith Ramey
Associate Professor
Department of Technical Communication
14 Loew Hall, FH-40
College of Engineering
University of Washington
Seattle, WA 98195
206-543-2588 voice
206-543-8858 fax
jramey@uwashington.edu


Anne Seeley
Program Manager
MetaBridge, Inc.
1415 Western Avenue, Suite 608
Seattle, WA 98101
206-467-7929 voice
206-467-7963 fax
annes@halcyon.com

© ACM

Abstract

How can we choose among customer data collection methods when limited staff and financial resources must be spread across the whole development cycle? This tutorial helps participants understand the tradeoffs, so they can make effective choices among methods at different points during product design and development. It focuses on early user-centered intervention to gain cost-effective, reusable end-user information

Keywords:

user-centered design, design methodologies, product life cycle, product development cycle, user data collection, customer data collection, usability, documentation usability, documentation design, functional specifications

BODY

Design decisions based on customer data "build usability into" the design process. They help ensure that released products are both useful and usable in actual work environments. Applying user input throughout the design of the whole product-including the user interface and documentation-results in better functional specifications, cost-effective development, and ultimately, more successful products.

This tutorial presents a user-centered model of the product design and development cycle. Then it probes deeply into the phases of early investigation, product definition, and initial design. For each of these phases, we discuss appropriate research questions and data collection methods. Then attendees participate in an interactive methods practicum, using selected case histories as examples. The methods this tutorial presents in depth include:

  1. Questionnaire-based surveys and telephone interviews
  2. Focus groups
  3. Customer interviews
  4. Field observations
  5. Usability testing
  6. Structured walkthroughs

The additional methods for which the tutorial provides overviews (with strengths and weaknesses) include:

  1. Interviews of customer service/field support staff
  2. Reviews of company records
  3. Usability testing of predecessor products
  4. Contextual inquiry
  5. Video-based task analysis with stimulated recall
  6. Participant observation and iterative task modeling
  7. Expert review
  8. User advisory panels

However, rather than simply providing a methods toolkit, this tutorial emphasizes the importance of making tradeoffs throughout the user-centered design process to integrate good design practice with budget and schedule realities. Its dual focus on documentation, as well as the product functionality, addresses the instructors' concerns that documentation be designed as a key product element for user support, rather than as a means of correcting product design defects.

At the end of the tutorial, the instructors use examples from the previous modules to suggest trade-offs, choices, and issues in building an ongoing user-centered design program. Approaches and tactics addressed include targeting recommendations to different product versions, repeated and longitudinal studies, creating databases of customer data that support iterative design, refining user profiles across product versions, and more.

The tutorial also addresses management communication concerns raised by participants in our CHI ‘92 and CHI ‘94 tutorials, including justifications for collecting customer data early in the design process, improving communication between product development and usability teams, and applying specific data to general conclusions about a product family.

References

  1. The tutorial workbook will include an extensive (25-page) bibliography of references and related readings, prepared by Dr. Judith Ramey. The following list of recent books is excerpted from the tutorial bibliography, which also includes references to hundreds of articles.
  2. Dumas, Joseph S., and Janice C. Redish, A Practical Guide to Usability Testing, Ablex Publishing Corp., 1993.
  3. Ericsson, K.A. and H.A. Simon, Protocol Analysis, MIT Press, 1984.
  4. Hix, Deborah, and H. Rex Hartson, Developing User Interfaces: Ensuring Usability Through Product and Process, John Wiley and Sons, 1993.
  5. Mayhew, Deborah, Principles and Guidelines in Software User Interface Design, Prentice Hall, 1992.
  6. Nielsen, Jakob, Usability Engineering, Academic Press, Inc., 1993.
  7. Nielsen, Jakob, and Robert L. Mack, editors, Usability Inspection Methods, John Wiley & Sons, 1994.
  8. Rubin, Jeffrey, Handbook of Usability Testing, John Wiley & Sons, 1994.
  9. Wiklund, Michael E., editor, Usability in Practice: How Companies Develop User-Friendly Products, AP Professional (an imprint of Academic Press), 1994.