UX StrategyDesigning For The Multifaceted User
By Stephanie Troeth ,March 12th, 2013
So, first, let me explain where I think our current toolset falls
short, and then I’ll walk you through an example that uses this newer
technique. By the end of this article, you should be ready to give it a
try yourself.
We Are Multifaceted
Put yourself in the shoes of a user for a moment. Imagine that a
friend has introduced you to a new Facebook group about a subject you
both like. If you are the shy sort, like me, you would lurk around for a
little while. Once you became more familiar with the group’s dynamics,
you might gradually become bold enough to post a comment or share an
appropriate link.
Imagine also, then, that you’ve stumbled upon a blog post on a topic
that you care strongly about. Someone has posted a comment that you
completely disagree with — I’ll wager that, if you’re fired up,
you would post almost immediately, rather than take the time to absorb
previous posts. You remain the same person, yet your reaction to
something will depend on what it is and what is happening at the time.
This is normal.
Acting differently according to circumstance and context is natural. Image source.
What does this mean for us as designers? For me, it means that our
deliverables right now are probably too prescriptive in their details
about who the user is. We would probably do better to work towards a
clearer understanding of the user’s varying contexts — contexts that
would yield different behaviors and decisions.
In short, our current tools tend to focus on the person, not on predicting their reactions and, therefore, what we should effectively be designing for.
Personas, User Journeys, Mental Models?
Personas, when created properly based on research, distill what we
know about a few key user profiles. They have many advantages,
particularly in enabling a common language among stakeholders about who
our users are. User journeys and experience maps show a potential path
that a user can take through an application or website. They are great
for understanding flows and for mapping user needs to functionality.
However, both of these tools, and others similarly derived, take on a
depth-wise view of the user. User journeys can map out specifically
what a user may do, too, but not take into account why they make certain
decisions. With personas, you garner some degree of knowledge about
users’ background contexts and activities, but they might contain more
detail about particular user profiles than what you need to design
app-wide features.
Consider what is actually involved in your typical design process. At
any stage, your design needs to cater to different activity flows. As
designers, we often have to collapse a complex range of user behaviors into quantifiable feature sets that could feasibly fit a product management schedule.
Between personas and user journeys, it would get unwieldy to explore
and map these complex ranges of behavior in a way that wouldn’t give us a
headache. The closest tool we have at our disposal is the mental model,
with which you map out a user’s intentions and tasks. However, a
generic use of mental models doesn’t always take different contexts into
account at a glance.
The question remains, how can we better position a product or design
an interface that maps onto users’ decision patterns when their
behaviors and motivations span a spectrum?
Modelling User Groups
I finally found a semblance of the method I’d been looking for while gate-crashing a guest lecture by a friend and colleague, David Rollert, a designer with extensive experience.
Holding a roomful of smart design-engineering students at his
attention, David showcased a number of user experience tools that day,
including a way to model groups of users. Using a dating website as an
example, he explained how we can define key “dimensions” of customer
groups (figures 1 and 2 below). This first step is not dissimilar to
what we often already do when creating personas. The following diagrams
are quoted from David’s slide deck, with his blessing.
Figure 1. Demographic dimensions for a dating service.
Figure 2. Psychographic dimensions for a dating service.
This next step is where we start to look for patterns. Then, picking
two of these dimensions, he showed an example of a 3 × 3 matrix where
you could map someone’s immediate goal relative to the role they
preferred to play (figure 3). In order to fill in the matrix, David
asked the question, “What does each group need?”
Figure 3. Mapping target customers: What does each group need?
A similar technique of user modelling is mentioned in A Project Guide to UX Design
by Russ Unger and Carolyn Chandler (chapter 6, page 90), but it barely
spans a page. While emphasizing the need for real user research, this
reference still aligns with what we’ve always done — grouping users
according to who they are, rather than what the users want to do or what
drives them.
I thought it was fascinating. Rather than asking the question of
“who” these customer groups are, what if we were to ask different
questions? Such as, “What do these groups of users want to do?” or “What
do they need to know?” Over my next few projects, I started
incorporating this technique into my own work with clients, and it has
turned out to be a useful tool on many occasions.
Before getting much further, I want to point out that this method is not a deliverable.
It is not something you just draw up and send over to your client or
product manager for sign-off. It is a technique that is most effectively
used in a workshop format with all stakeholders in the same room.
Exploring Our Assumptions About Users
“User” has become such a loaded word. We pile all our beliefs,
interpretations and emotional baggage onto the word “user” and on what
they would want. Having been on many teams, I’ve started to realize that
it’s a common problem that not all stakeholders and
team members understand the word “user” in the same way. This is why
having a set of personas internally can help iron out the issue of
language.
However, the problem with personas is that they place a particular
user on a map discretely, but they are not necessarily the best
high-level tool for looking at continuous spectrums of user contexts.
The matrix technique explores what we know and what
we don’t know about our users by looking through the lens of contexts
for their behaviors and motivations.
I’ve used this method to do the following:
It is essentially a structured brainstorming tool to make sense of
user patterns. Best of all, it can be an easy way to unpack assumptions
that each stakeholder is making about their users.
Step 1: Draw Your Matrix
In the many times I’ve since done this little thinking process with
clients or workshop attendees, a 3 × 3 grid has worked best for me. This
is probably because it gives enough variation without being too precise
— thereby keeping us from getting analysis-paralysis.
Figure 4. A blank matrix.
Step 2: Identify Important Axes
The next step is to identify how many of these different “selves” of our users can exist in this system we are designing for.
Let’s talk about the example of a potential social app for runners.
It’s a straightforward offering with which local runners can post
routes and visiting runners can find routes. We could imagine virtual
competitive elements; a runner might have previously posted a time that
you are trying to beat on the same route. Or you might just want a
scenic run as a way to explore a new city’s environments.
What kinds of behavioural attributes can we come up with for runners
who would likely use this app? I tend to think in terms of “opposing”
attributes. You might end up with a list looking like this and the
corresponding user stories:
Your axes might then look like this:
“I want a new way to experience this city through running.”
“I like to race against someone else, or against myself.”
“I run a lot, several times a week to every day.”
“I run once a week or less.”
Depending on the project you are working on, you may or may not know something about the users
you are talking about. The team with which we explored the idea of this
social app belonged to a sports shoe company and consisted entirely of
runners who travel fairly frequently to run marathons. They had also
done studies previously and gotten some ideas of the spectrum of novice
runners to advanced runners, and some insight into the kinds of people
who use an existing Web app that they produced.
curious
↔
engaged
social
↔
individual
explorative
↔
competitive
frequent
↔
occasional
visitor
↔
local
As you go through this exercise, keep in mind what
you know about your users and what you are presuming. From the list
above, choose two axes that most interest you or that you think are
worth exploring. Choosing might be difficult if you are just starting
with this method; in which case, the best thing to do is to dive in and
see what happens. If it doesn’t work or if ideas don’t seem to flow,
change your axes and keep going.
Figure 5. A blank matrix with a pair of key axes.
Step 3: Identify Key Questions
I liken this step to a “magic 8 ball” process. Ask a question! I
generally like, “What would these users want to do?” Or, even more
simply, “What do they want?” The latter question would cover what users
want to know and what they would want to do. You could also ask
questions like, “How would they feel?” as a kind of emphatic exercise.
As you think up questions, keep a list handy. You’ll need it later.
In this example, let’s stick with “What can they do?” Or, from a user’s perspective, “What can I do with this app?”
Figure 6. A blank matrix with axes and a question.
Step 4: Fill It Up
Fill in the matrix as best you can. If you already have some insights
from research, then mark which things you know for certain, as opposed
to things you believe to be true but have nothing yet to back it up.
Generally, by the time you’ve filled the first matrix, you’ll have a
fairly good idea of what information you already know about your users
and what further research might be required.
Figure 7. Filling in a matrix.
Step 5: Iterate
Once you are done with the first matrix, set that aside, and draw another blank grid.
You can do one of two things:
Start filling in the matrix again from the top. Remember, this is a
brainstorming process. Putting down ideas that you can refine later is
more important, so try to move rapidly through each iteration.
When you have done as much as you can with this iteration of the
matrix, do the dance again: pick another question, or switch another
axis.
It’s best when your team collectively chooses which questions and spectrums to think about.
Rinse and repeat. You’ll likely find that you can generate a lot of
matrices in the space of just an hour, even if it may be a slow start at
first.
Analysis And Key Insights
Once you have done a few of these, it is time to sit back and look for patterns. Let’s look at a few things that could emerge.
Assumptions vs. Knowledge
One important thing to remember — I cannot emphasize this enough — is
when you and your team sit down and write this all out, what you have
is merely a summary of a complex set of assumptions. As you manage your
discussions around any insights, keep in mind that you are discussing
various degrees of potential truth. This is an handy tactic to avoid
getting into fights about too much detail!
With your matrices in hand, now is a very good time to see which set
of users we already know about, and how confident we are in stating
their needs. Obviously, it is also a very good time to identify which
users we know nothing about. Have we already done any research on any of
these user groups? Do we have any case studies that back up any of the
answers we have listed in the matrices? In short, what do we know, and what don’t we know?
If we don’t have any evidence at hand to back up some of these user
needs we have written down, then these are merely assumptions that we
need to test. Assumptions are great because they serve as perfect design
hypotheses. With this set of matrices, we can now identify what kind of
user research we need to undertake to validate our assumptions.
Common Factors
Quite often you’ll notice that some questions generate similar
results all the way down one column or one row. For example, in figure
7, we assumed that all “exploring” users would likely be interested in
finding new routes regardless of whether they are locals or visitors
and, similarly, that all “competitive” users would likely be interested
in time-keeping.
Nothing is wrong with this; it just means that when we come to test
for these needs, we will have some parameters to decide what kind of
users we need to talk to. And when we come to design for these
scenarios, these features will likely represent the “baseline”
functionality to include in our app.
Priority and Dependencies
Sometimes, when you are trying to prioritize features, the practice
of generating these user matrices can help you unpack some clear
dependencies. In the case of our app, it became clear very quickly that
the type of users who would populate the routes in a meaningful way
would be locals — before being used by visitors. This means we needed to
make the app attractive to local runners first, from all standpoints:
in our feature set, in our communications and in our marketing.
Core Value Proposition
“Value proposition” is just a fancy way of describing the promise of
the value you will be providing to customers. When you work through a
set of matrices, you might find that you have a clearer view of what you
are really promising users by addressing the ranges of users’ needs and
contexts.
As for our little example, we had done a handful of matrices in less
than an hour. Suddenly, one of the team members shouted excitedly, “‘I wish I knew where to run!’ That is the question we need to answer!”
I handed her the pen, and she scribbled the figure below (8) at the
bottom of our last matrix. We knew then that, for this app to succeed,
we would have to be able to answer this question, no matter what the
user’s context — and that would be our core value proposition at its
rawest. With this, we now had an excellent focus on the reasoning behind
the design, and we’d just given ourselves a clear fundamental principle
through some bottom-up thinking.
Figure 8. Value proposition.
Taking It Further
So, we have a set of matrices on our hands and some high-level analysis and insight. What next?
First, as with many workshop tools that encourage structured
brainstorming, the process is as important as the result itself,
possibly more so. As I stated in the beginning, this process doesn’t
generate a pretty formatted deliverable — rather, it clarifies how we
really think about our users.
Having gone through the process of generating these matrices and
analyzing them, you should find that you can take on subsequent
challenges with more clarity:
One happy little byproduct of expressing user needs through such matrices is that you can delineate each of them into a corresponding user story,
which fits nicely into an agile methodology. Using our app again as an
example, we can create a user story like, “As a local runner, I want to
find new routes to run.” You could then decide whether that user story
is a validated user need; if so, you could transfer it into a
design-then-build process.
When Does It Work Best?
I’ve successfully used this method in conjunction with others when I
help startups figure out how to approach their user base, and also what
they ought to build first. It fits neatly into methodologies such as the
Lean Startup because it creates a structured basis for generating
hypotheses. I’ve found it to be excellent both as a preliminary thinking
tool to facilitate design decisions and as a synthesizing tool in the
process of user research.
No doubt, as you explore this method, you may find other ways it
works for you, or not at all. You could say that there is the right tool
for every job, but sometimes the best tool is the one that gets the job done in the simplest and quickest way.
In this case, we have a very simple way to enable us to think about
the ranges of user behaviors and motivations — while keeping their
contexts in mind.
Further Reading
Acknowledgements
Many thanks to David Rollert, who sparked the idea for the approach
described in this article, and who I hold wholly responsible for opening
my eyes to better ways to achieve great user experiences.
(al)
Source: uxdesign.smashingmagazine.com