- •1. Objectives: the questions we are trying to answer
- •2. Hypotheses: what we believe we already know
- •3. Methods: how we plan to fill the gaps in our knowledge
- •4. Conduct: gather data through the methods we’ve selected
- •5. Synthesis: answer our research questions, and prove or disprove our hypotheses
- •1. Identify your users
- •2. Decide what to ask
- •4. Gain an understanding of users
- •5. Analyze the data
- •6. Synthesize a model of users
- •7. Produce a document for others
- •8. Socialize the personas
- •Additional resources
- •What is a customer journey map?
- •Why you should create customer journey maps
- •How to research a customer journey map
- •Analytical research
- •Anecdotal research
- •Presenting your customer journey map
- •The difficulty of “face to face”
- •“I’m afraid I’ll be bothering people.”
- •Increase the value of participation
- •Find the right time
- •Be aware of body language
- •Fostering interest
- •Fostering goodwill
- •Offer incentives
- •“I’m afraid of rejection.”
- •Turn it into a game
- •Variation: football rules
- •“Only extroverts are good at this.”
- •Practice playfully
- •Make it meaningful
- •Pair up personalities
- •Go face to face
- •Resources
- •Start the planning and visa application process early
- •Partner with a great local firm
- •Hire a real-time translator
- •Limit the number of observers and make sure your client observes a few sessions
- •Plan more time than you think you need between interviews
- •Over-recruit in anticipation of no-shows
- •Incentives
- •Class structure
- •Geography
- •Holidays
- •Keep an open mind during your research for unexpected lessons
- •Learn about brazilian customs and culture
- •Greetings
- •Building trust
- •Portuguese
- •Working late
- •Technology
- •Conclusion
- •References
- •What is user testing?
- •User testing is…
- •User testing is not…
- •What is a user study?
- •A good user study has clear and measurable outcomes
- •A good user study is easy to facilitate
- •A good user study must be sufficiently detailed and interactive
- •Self-evaluation
- •User testing in an agile world
- •User testing at conferences
- •Attempt #1: puppetconf 2012
- •Attempt #2: puppetconf 2013
- •What did we learn?
- •Conferences let you cut the fat out of recruiting
- •Conferences let you validate your entire roadmap
- •Conferences are chaotic, but process can help
- •Conferences allow your competitors to snoop
- •Conferences are a great way to build user empathy
- •Conferences are a black hole for data
- •Process is king, but organization is queen
- •Use retrospectives to learn and improve
- •Should you add conferences to your toolbox?
- •Tips to make this work for you
- •Resources
- •Articles and examples
- •About The Authors carolyn chandler
- •About Smashing Magazine
Portuguese
English is not spoken as widely in Brazil as you might think and locals often appreciate it when you put the effort into learning a few common phrases. That goes for people at restaurants and shops, and the participants you interview. Each time we entered a participant’s home we greeted them by saying “Obrigada por me receber em sua casa,” which means “Thank you for having me in your home.”
Working late
You may end up working late into the night on research days. The workday in Brazil typically ends around 19:00, so catching the after-work participants may mean you don’t get to your hotel until 22:00 or later.
Technology
Social networking is a big deal in Brazil. The Wall Street Journal reported9 that in September 2012, Brazilians spent 208% more time on Facebook than they did one year earlier. This “sharing culture” translates to in-person interactions as well. You can expect to hear participants explain that they rarely make decisions about what house to buy or even what T-shirt to buy without consulting with family, friends, and their contacts on social media.
Lastly, don’t expect to see a lot of new devices. Tariffs on imported technology are extremely high (an iPhone costs three or four times what it does in the U.S.), so many Brazilians use mid-to-low end Windows and Android devices. Similarly, don’t assume your participants will use the same digital tools for tasks like email, shopping, or information gathering. My colleague conducted in-home research in multiple countries and discovered that in Shanghai, China, where online help content was minimal, participants relied on other sources such as print articles; whereas in Barcelona, Spain, the help content was very robust and relied upon heavily.
Conclusion
The findings from our research informed a redesign of Zap’s web experience. As a UX consultancy, sometimes it takes years to see the impact of our work out in the wild, which is why, one year after we finished the project, it was especially rewarding to hear our client say “the main KPI for this project, which is leads per visits, has improved 35% since we launched the new design.”
The site’s success would have been impossible if we had simply been given research data collected by a third party. We needed to be there to see how bad traffic was, to see the look on someone’s face when he told us how frustrating it was to find a new home, and to see the client’s reaction to participants’ comments. There is tremendous value in immersing yourself in research abroad. I hope the lessons I learned will help you prepare to take the leap.
In summary, if you’re new to in-home user research in Brazil, keep the following in mind:
•Start the planning and visa application process early
•Partner with a great local firm
•Hire a real-time translator
•Limit the number of observers to four, but make sure your client observes a few sessions
•Over-recruit in anticipation of no-shows
•Plan more time than you think you need between sessions
•Keep an open mind during your research for unexpected learnings
•Learn about Brazilian customs and culture before you go
