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Usability Testing Insights for IED Solutions: Understanding User Experience and Needs

noble-sexton avatar
noble-sexton
10 diapositives · 249 Views · Nov 21, 2014

This document outlines the objectives and testing strategies for the usability assessment of IED Solutions. We aim to understand user behavior, needs, and familiarity with the IED Today portal. Key areas include user background, site navigation clarity, the effectiveness of the 'KEY' tab, and the intuitiveness of selection options on the initial solutions page. Our goal is to gather actionable insights that enhance user experience, ensure information trustworthiness, and identify areas for improvement through direct feedback from users.

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  1. Usability Testing 27 July 2004

  2. High-Level Storyboard Proposed threads for IED Solutions Usability Testing Browse by Client Strategy Sample Solutions Solution Sheet IED Today KEY Tab Browse by Client Situation ??? Search Results

  3. User Background Testing Objectives • Pre-IED screen views: Get to know more background behavior about the user. • How many hours a day does the User use a computer? • What types of activities does the user perform? Email? Research? • Does anyone conduct research on behalf of the user? Whom? Where do they search? • Where does the User go to research something? Websites? Internal sites? • [We want to solve for any open questions…] Potential User Questions • [TBD] • Click…

  4. IED Today Testing Objectives • IED Today homepage • Is the User familiarity with site? We want to gage the level of awareness and perceived trustworthiness of this portal site. • Determine how frequently they use IED Today? We want to get their assessment of how much they use the site. Does this agree with site usage data? • Does the ‘KEY’ tab stand out? Is it noticeable? Does the User have familiarity with the ‘KEY’ initiative? How did they hear about it (outside of being invited to test the system.) Potential User Questions • How often do you come to this site? • Are there other sites you use instead of IED Today? • What do each of the navigation tabs mean? • Do you trust the information you get from this site? Why? • Where else do you get information or research from? Sites? Off-line resources? • Do you use this portal for research? Why? • Click…

  5. Initial IED Solutions Page Testing Objectives • Initial IED Solutions Page: Three selection modules on the first IED Solutions page for the user to select to browse either by client strategy, by client situation or search solutions. • Does the user know where to start? Is the page too confusing? Too simple or just right? • Are the selection labels and contents intuitive for both the client situation and the client strategy browse boxes? • Do the selection options within the drop-downs (e.g., client strategy) make sense? Are there other ways that the user may want to get to a solution? • Does the order of the selections make sense? • Do users understand that they have to drill down a couple of levels? Is there an easier way for them to refine their criteria? • What is missing? Potential User Questions • Before you get to this page (IED Today page), what do you think the KEY tab will let you do? • On this page, do you know what to look for? • What would you like to do on this page? • What do you expect to be able to find after you select ‘Go’ or ‘Search’? • Can you tell me, in your own words, the differences between the three sections? • Which section looks most useful to you? Which looks the least? • Please find an answer to XXX question… • Click…

  6. Solutions Results Page Testing Objectives • SolutionsResults Page/Tab: A results module that lists all of the matching solutions based on inputted criteria. • Does the user know what to do next? • Is the level of detail in the results sufficient? • Do the labels and contents make sense (e.g., Product Management contacts link)? • Does the user require further filtering before they select a solutions? • Does the user understand that they can conduct a new browse while on this page? • Does the user understand that they can flip to another section (e.g., browse by client situation while on the browse by client strategy page)? • Does the user know the difference between refining an existing browse, versus starting a new one? Potential User Questions • Did you get what you expected on this page? If not, what did you expect? • Is there enough/too much information about your search on this page? • Please show me how to use one of the other ways to search from this page. • What would you do next from this page? • How would you broaden the recommended solutions? • Click..

  7. Solution SheetPage Testing Objectives • A Solution Sheet: due to the number of modules on these pages, these could be part of a card sorting prioritization exercise. • Are the most important elements? • What is missing? • What will the user do after they get to this page? • Does a user know how to go back to their solution list page? Potential User Questions • Did you get what you expected on this page? If not, what did you expect? • Which sections seem most helpful? Least? • Is the information provided detailed enough? • How do you return to the list of solutions? • What would you do next from this page? • Click..

  8. Browse by Client SituationPage Testing Objectives • A Browse by Client Solution page • [DISCUSSION – Functionality agreement?] Potential User Questions • Did you get what you expected on this page? If not, what did you expect? • [TO BE DETERMINED based upon final design of page.]

  9. Search ResultsPage Testing Objectives • A Solution Sheet: due to the number of modules on these pages, these could be part of a card sorting prioritization exercise. • Are the most important elements? • What is missing? • What will the user do after they get to this page? • Does a user know how to go back to their solution list page? Potential User Questions • Did you get what you expected on this page? If not, what did you expect? • Is the information provided detailed enough? • What would you do next from this page? • Click..

  10. Solution Client DetailsPage (Only for Middle Markets) Testing Objectives • Client Details tabs: A tab containing the client profile and the heatmap • Will a user use the information on this tab for decision-making purposes? • Does this give them what they expected when they clicked on client details? Potential User Questions • Did you get what you expected on this page? If not, what did you expect? • What are the first details that pop out about this page? What do those details tell you? • What would you do next from this page?