Tutorial #6: Collecting and Using Customer Stories in User Interface
Design
Thyra Rauch & Gary Macomber
Monday, July 8th, 8:30 AM - 5:00 PM
Keywords:
Field/ethnographic research, Storyboarding, Data Collection
Abstract:
This tutorial focuses on applying a variety of techniques in user
interface design, highlighting our story-based approach. During the
session, participants will use some of the techniques in exercises,
culminating with building user stories. Participants will then discuss
these methods and how to use the data collected.
Audience:
Attendees should have some experience in the methodologies of field
observation, contextual inquiry, task analysis, and the like for
this to be an engaging
experience, however, beginners who have had some experience would
probably find
it useful as well.
Tutorial Overview:
This tutorial is a comparison of 2 methods used for developing
stories, or user scenarios. It will provide the participants with
practical experience in developing stories and on the impact of
gathering user information first or developing the stories first.
This tutorial does indeed use field techniques of having the participants
observe and interview real users in a field setting, using hotel
and conference staff as "users/customers". In our experiences,
we have found that some practitioners develop the stories or scenarios
in the abstract, without talking to real users, and, while this
may be ok in some circumstances with enough background and proper
validation that does not always seem to be the case. This tutorial
will let the participants experience both methods: the "constructed"
stories and the real stories obtained from real people in real task
situations. The participants will get first-hand experience with
both approaches and will get to see for themselves what work and
what doesn't based on this experience and on the experiences related
by the instructors from their own case studies.
Keywords:
Field/ethnographic research
Storyboarding
Data Collection
Detailed Description of the Material to be Covered by the Tutorial:
First, all participants will get an introduction and overview of
the tutorial. Included in this are discussions of the "cost"
of including user research. We will then talk generally about doing
user research and collecting stories as a part of the overall design
process, noting where exceptions and "shortcuts" can occur
and why. We will also talk about why we believe that user stories
are important throughout the design process, and what makes a compelling
story for the rest of the team, again using case studies as a guide
and providing handouts of references for later use and discussing
the variations to this approach.
We will then move into our hand-on learning experience. The design
problem we will be using for this session is an information system
for tracking room availability for a hotel, used by front desk,
housekeeping and management. Participants will be divided into two
groups.
Group 1: This group will construct stories based on the
problem statement information given. Then they will validate the
stories by interviewing a few users and update their scenarios based
on the information they have gathered.
Group 2: This group will start out with developing the interview
questions and data gathering tools they will use to gather data.
Then they will observe and interview the users of the system. From
this information they will gather stories for the information system
design.
After both groups have developed and validated their stories, they
will convert them into high level storyboards where we can begin
to apply the stories to the design solution. We will discuss the
similarities and differences of the two approaches and relate them
to our own case studies and lessons learned. This, we believe, is
also an important, but often neglected part of the process in taking
the data collected and turning it into something meaningful for
the solution design.
What should you take away from this session?
Participants will take away information on the costs and benefits
of 2 different approaches to user research, some additional skills/practice
in doing user research, and practical recommendations for conducting
user research. Participants will learn how to focus on the most
relevant aspects of user behavior and communication to gather "nuggets"
for input into innovative solution design. They will gain experience
talking to users. They will learn why it's important not to skimp
on this step of the process. They will also learn when they might
be able to take shortcuts under tight deadlines and budgets, but
also what the tradeoffs are. They will learn how to bring stories
into the storyboards and use them to translate the stories into
design solutions that work. They will learn how to involve users
as effective design partners so we can understand what they really
want and how to meet their needs.
Maximum number of participants
48
BACKGROUND OF PRESENTERS
Thyra Rauch
Customer Research Architect
IBM
Voice: 408-463-2465
Email: trauch@us.ibm.com
Thyra Rauch, who has worked at IBM for fifteen years, recently
joined the IBM Software Group's data management team after working
in the Tivoli Software division as a customer research architect
for three years. She has been instrumental in validating product
and UI direction, user roles, and role/task pairings across a number
of different industries for multiple product solutions. Thyra has
been using customer stories and storyboarding as an integral part
of her design process.
Thyra is an active member of the Usability Professionals' Association
and is currently serving a second term on its board of directors
as Secretary/Treasurer. She has a Ph.D. in experimental psychology
from North Carolina State University, and is the author of 10 patents
relating to user interface design.
Gary Macomber
Principal
Human-Centric Consulting
Voice: 512-619-3703
Email: gmacomber@pipeline.com
Gary Macomber has worked in a wide variety of positions defining
requirements and evaluating systems usability. He has validated
product and UI direction as well as evaluated UI fit in a wide variety
of product solutions. He has used structured analysis, storyboarding,
and stories as critical components of defining and communicating
user actions and expectations.
Gary is an active member of the Usability Professionals' Association.
He has a Ph.D. in Industrial and Systems engineering from Virginia
Tech University.
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