Knowing and understanding why and how your users use your product can be invaluable for getting to the nitty gritty of usability. Where they get stuck and where they fly through. Delving deep with probing questions into motivation or skimming over looking for issues can equally be informative.

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Usability testing can be done in several ways, each way has its benefits. Put super simply, usability testing literally is testing how useable your product is for your users. If your product isn't useable users will not stick around or very often complete their task, let alone come back for more.

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What is usability testing? 🔦

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Usability testing is a research method used to evaluate how easy something is to use by testing it with representative users.

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These tests typically involve observing a participant as they work through a series of tasks involving the product being tested. Having conducted several usability tests, you can analyze your observations to identify the most common issues.

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We go into the three main methods of usability testing:

1. Moderated and unmoderated
2. Remote or in person
3. Explorative, assessment or comparative

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1. Moderated or unmoderated usability testing 👉👩🏻💻

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Moderated usability testing is done in-person or remotely by a researcher who introduces the test to participants, answers their queries, and asks follow-up questions. Often these tests are done in real time with participants and can involve other research stakeholders. Moderated testing usually produces more in-depth results thanks to the direct interaction between researchers and test participants. However, this can be expensive to organize and run.

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Top tip: Use moderated testing to investigate the reasoning behind user behavior.

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Unmoderated usability testing is done without direct supervision; likely participants are in their own homes and/or using their own devices to browse the website that is being tested. And often at their own pace.  The cost of unmoderated testing is lower, though participant answers can remain superficial and making follow-up questions can be difficult.

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Top tip: Use unmoderated testing to test a very specific question or observe and measure behavior patterns.

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2. Research or in-person usability testing 🕵

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Remote usability testing is done over the internet or by phone. Allowing the participants to have the time and space to work in their own environment and at their own pace. This however doesn’t give the researcher much in the way of contextual data because you’re unable to ask questions around intention or probe deeper if the participant makes a particular decision. Remote testing doesn’t go as deep into a participant’s reasoning, but it allows you to test large numbers of people in different geographical areas using fewer resources.

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Top tip: Use remote testing when a large group of participants are needed and the questions asked can be direct and unambiguous.

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In-person usability testing, as the name suggests, is done in the presence of a researcher. In-person testing does provide contextual data as researchers can observe and analyze body language and facial expressions. You’re also often able to converse with participants and find out more about why they do something. However, in-person testing can be expensive and time-consuming: you have to find a suitable space, block out a specific date, and recruit (and often pay) participants.

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Top tip: In-person testing gives researchers more time and insight into motivation for decisions.

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3. Explorative, Assessment or comparative testing 🔍

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These three usability testing methods generate different types of information:

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Explorative testing is open-ended. Participants are asked to brainstorm, give opinions, and express emotional impressions about ideas and concepts. The information is typically collected in the early stages of product development and helps researchers pinpoint gaps in the market, identify potential new features, and workshop new ideas.

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Assessment research is used to test a user's satisfaction with a product and how well they are able to use it. It's used to evaluate general functionality.

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Comparative research methods involve asking users to choose which of two solutions they prefer, and they may be used to compare a product with its competitors.

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Top tip: Depending on what research is being done, and how much qualitative or quantitative data is wanted.

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Which method is right for you? 🧐

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Whether the testing is done in-person, remote, moderated or unmoderated will depend on your purpose, what you want out of the testing, and to some extent your budget. 

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Depending on what you are testing, each of the usability testing methods we explored here can offer an answer. If you are at the development stage of a product it can be useful to conduct a usability test on the entire product. Checking the intuitive usability of your website, to ensure users can make the best decisions, quickly. Or adding, changing or upgrading a product can also be the moment to check on a specific question around usability. Planning and understanding your objectives are key to selecting the right usability testing option for your project.

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Let's take a look at a couple of examples of usability testing.

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1. Lab based, in-person moderated testing - mid-life website

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Imagine you have a website that sells sports equipment. Over time your site has become cluttered and disorganized, much like a bricks and mortar store may. You’ve noticed a drop in sales in certain areas. How do you find out what is going wrong or where users are getting lost? Having an in-person, lab (or other controlled environment), moderated usability test with users you can set tasks, watch (and record) what they do.

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The researcher can literally be standing or sitting next to the participant throughout, recording contextual information such as how they interacted with the mouse, laptop or even the seat. Watching for cues as to the comfort of the participant and asking questions about why they make decisions can provide richer insights. Maybe they wanted purple yoga pants, but couldn’t find the ‘yoga’ section which was listed under gym rather than a clothing section.

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Meaning you can look at how your stock is organised, or even investigate undertaking a card sort. This provides robust and fully rounded feedback on users behaviours, expectations and experiences. Providing data that can directly be turned into actionable directives when redeveloping the website. 

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2. Remote, moderated assessment testing - app product development

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You are looking at launching an app for parents to access for information and updates for the school. It’s still in development stage and at this point you want to know how easy the app is to use. Setting some very specific set tasks for participants to complete the app can be sent to them and they can be left to complete (or not). Providing feedback and comments around the usability.

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The next step may be to use first click testing to see how and where the interface is clicked and where participants may be spending time, or becoming lost. Whilst the feedback and data gathered from this testing can be light, it will be very direct to the questions asked. And will provide data to back up (or possibly not) what assumptions were made.

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3. Moderated, In-person, explorative testing - new product development

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You’re right at the start of the development process. The idea is new and fresh and the basics are being considered. What better way to get an understanding of what your users’ truly want than an explorative study.

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Open-ended questions with participants in a one-on-one environment (or possibly in groups) can provide rich data and insights for the development team. Imagine you have an exciting new promotional app that you are developing for a client. There are similar apps on the market but none as exciting as what your team has dreamt up. By putting it (and possibly the competitors) to participants they can give direct feedback on what they like, love and loathe.

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They can also help brainstorm ideas or better ways to make the app work, or improve the interface. All of this done, before there is money sunk in development.

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Wrap up 🌯

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Key objectives will dictate which usability testing method will deliver the answers to your questions.

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Whether it’s in-person, remote, moderated or comparative with a bit of planning you can gather data around your users very real experience of your product. Identify issues, successes and failures. Addressing your user experience with real data, and knowledge can but lead to a more intuitive product.

In-person moderated user testing is a valuable part of any research project. Meaning you can see first-hand how your users interact with your prototypes and products. But in-person isn’t always a viable option. What to do if your project needs user testing but it’s just not possible to get in front of your users personally? 

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Let’s talk unmoderated user testing. This approach sidesteps the need to meet your participants face-to-face as it’s done entirely remotely, over the internet. By it’s very nature there are also considerable benefits to unmoderated user testing.

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What is unmoderated user testing? 💻👀

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In the most basic sense, unmoderated user testing removes the ‘moderated’ part of the equation. Instead of having a facilitator guide participants through the test, participants complete the testing activity by themselves and in their own time. For the most part, everything else stays the same.

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The key differences are:

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• You can’t ask follow-up questions
• You can’t use low-fidelity prototypes
• You can’t support participants (beyond the initial instructions you send them).

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Is unmoderated user testing right for your research project?

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By nature, unmoderated user research does not include any direct interaction between the researcher and the study participants. This is really the biggest benefit and also the biggest drawback. 

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Benefits of unmoderated usability testing 👩🏻💻

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• Speed and turnaround  - As there is no need to schedule meetings with each participant, unmoderated testing is usually much faster to initiate and complete. Depending on the study, it may be possible to launch a study and receive results in just a few hours.

• Size of study (participant numbers) - Unmoderated user testing also allows you to collect feedback from dozens or even hundreds of users at the same time.

• Location (local and/or international) -Testing online removes reliance on participants being physically present for the testing which broadens the ability to make contact with participants within your country or across the globe. 

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If you’d like to know more about the benefits of unmoderated usability testing, take a look at our article five reasons you should consider unmoderated user testing.

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Limitations of unmoderated usability testing 🚧

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• Early-prototype testing is difficult without a moderator to explain and help participants recover from errors or limitations of the prototype.

• Participant behavior - Without a moderator, participants tend to be less engaged and behave less realistically in tasks that depend on imagination, decision-making, or emotional responses.

• Inability to ask follow-up questions - by not being in the testing with the participant, the facilitator can’t ask further questions to get a deeper understanding of the participant’s reasoning. As you can’t rely on human judgment through a moderator being in the room with the participants and the ability to adjust the test in the moment, unmoderated usability testing needs thorough up front planning.

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Because of these limitations unmoderated usability testing usually works best for evaluating live websites and apps or highly functional prototypes.  It’s great for testing activities that don’t require a lot of imagination or emotion from participants. Such as testing functionality or answering direct queries to do with your product.

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What’s involved when setting up unmoderated usability testing? 🤔💭

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1. Define testing goals

With any usability testing, it pays to define your goals before getting underway with setting up the software. What do you want to know from the participants? Goals vary from test to test. Understanding your goals upfront will help you to make the correct tool choice.

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2. Define your demographic

With a clear understanding of your goal, now it’s time to consider which participants are right for your study. Think about who they are, their demographic, and where they live. Are they new users or existing? Are they experts or novices?

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3. Selecting testing software

As unmoderated studies, are done remotely, the software used to faciliate the study plays a key role in ensuring you get useful results. Without a facilitator, the software must guide the participants through the session and record what happens. Take the time to test software and select one that is right for your study.

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4. Write your own tasks and questions

Think through your goals and what you want to achieve from the testing. Many of the unmoderated testing services include study templates with generic example tasks. Remember they are templates, and your tasks and questions should be specific to your particular study. Any task instructions guiding the participants should be clear and directive.

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5. Trial session

You’ve done all of the upfront work, now it’s time to test that it works, the software does what you expect and the instructions you have written can be followed. Doing a test run is crucial, especially with unmoderated usability testing, as there won’t be a facilitator in the testing to fix any problems.

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6. Recruit participants

Having defined your target audience and demographic, now is the time to recruit participants. Ensuring you have some control over the recruitment process is important, either through screening questions or recruiting your own. There are services that  recruit from a pool of willing participants. Thiscan be a great way to get a wide range of users.

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7. Analyze results

You are likely to accumulate a lot of data from your unmoderated testing. You’ll need a way to organize and analyze the data to derive insights that are valuable. Depending on the type of usability testing you do will vary the type of results. Quantitative testing gives data-driven results and direct answers. Whereas qualitative testing through audio or video recordings of participants’ actions or comments will need time to analyze and look at behavioral observations. 

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Wrap Up 🌯

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Unmoderated usability testing can be a good option for your study. It may not be right for all of your studies all of the time. While it can be quick to implement and often cheaper than moderated usability testing, it still requires time and planning to ensure you get the data insights you are looking for. Following a checklist can be a great way to ensure you approach your research methodically.

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The term ‘usability’ captures sentiments of how usable, useful, enjoyable, and intuitive a website or app is perceived by users. By its very nature, usability is somewhat subjective. But what we’re really looking for when we talk about usability is how well a website can be used to achieve a specific task or goal. Using this definition we can analyze usability metrics (standard units of measurement) to understand how well user experience design is performing.

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Usability metrics provide helpful insights before and after any digital product is launched. They help us form a deeper understanding of how we can design with the user front of mind. This user-centered design approach is considered the best-practice in building effective information architecture and user experiences that help websites, apps, and software meet and exceed users' needs.

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In this article, we’ll highlight key usability metrics, how to measure and understand them, and how you can apply them to improve user experience.

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Understanding Usability Metrics

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Usability metrics aim to understand three core elements of usability, namely: effectiveness, efficiency, and satisfaction. A variety of research techniques offer designers an avenue for quantifying usability. Quantifying usability is key because we want to measure and understand it objectively, rather than making assumptions.

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Types of Usability Metrics
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There are a few key metrics that we can measure directly if we’re looking to quantify effectiveness, efficiency, and satisfaction. Here are four common examples:

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• Success rate: Also known as ‘completion rate’, success rate is the percentage of users who were able to successfully complete the tasks.
• Time-based efficiency: Also known as ‘time on task’, time-based efficiency measures how much time a user needs to complete a certain task.
• Number of errors: Sounds like what it is! It measures the average number of times where an error occurred per user when performing a given task.
• Post-task satisfaction: Measures a user's general impression or satisfaction after completing (or not completing) a given task.

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How to Collect Usability Metrics

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Usability metrics are outputs from research techniques deployed when conducting usability testing. Usability testing in web design, for example, involves assessing how a user interacts with the website by observing (and listening to) users completing defined tasks, such as purchasing a product or signing up for newsletters.

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Conducting usability testing and collecting usability metrics usually involves:

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• Defining a set of tasks that you want to test
• Recruitment of test participants
• Observing participants (remotely or in-person)
• Recording detailed observations
• Follow-up satisfaction survey or questionnaire

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Tools such Reframer are helpful in conducting usability tests remotely, and they enable live collaboration of multiple team members. It is extremely handy when trying to record and organize those insightful observations! Using paper prototypes is an inexpensive way to test usability early in the design process.

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The Importance of Usability Metrics in User-Centered Design

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User-centered design challenges designers to put user needs first. This means in order to deploy user-centered design, you need to understand your user. This is where usability testing and metrics add value to website and app performance; they provide direct, objective insight into user behavior, needs, and frustrations. If your user isn’t getting what they want or expect, they’ll simply leave and look elsewhere.

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Usability metrics identify which parts of your design aren’t hitting the mark. Recognizing where users might be having trouble completing certain actions, or where users are regularly making errors, are vital insights when implementing user-centered design. In short, user-centered design relies on data-driven user insight.

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But why hark on about usability metrics and user-centered design? Because at the heart of most successful businesses is a well-solved user problem. Take Spotify, for example, which solved the problem of dodgy, pirated digital files being so unreliable. People liked access to free digital music, but they had to battle viruses and fake files to get it. With Spotify, for a small monthly fee, or the cost of listening to a few ads, users have the best of both worlds. The same principle applies to user experience - identify recurring problems, then solve them.

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Best Practices for Using Usability Metrics

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Usability metrics should be analyzed by design teams of every size. However, there are some things to bear in mind when using usability metrics to inform design decisions:

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• Defining success: Usability metrics are only valuable if they are being measured against clearly defined benchmarks. Many tasks and processes are unique to each business, so use appropriate comparisons and targets; usually in the form of an ‘optimized’ user (a user with high efficiency).
• Real user metrics: Be sure to test with participants that represent your final user base. For example, there’s little point in testing your team, who will likely be intimately aware of your business structure, terminology, and internal workflows.
• Test early: Usability testing and subsequent usability metrics provide the most impact early on in the design process. This usually means testing an early prototype or even a paper prototype. Early testing helps to avoid any significant, unforeseen challenges that could be difficult to rewind in your information architecture.
• Regular testing: Usability metrics can change over time as user behavior and familiarity with digital products evolve. You should also test and analyze the usability of new feature releases on your website or app.

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Remember, data analysis is only as good as the data itself. Give yourself the best chance of designing exceptional user experiences by collecting, researching, and analyzing meaningful and accurate usability metrics.

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Conclusion

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Usability metrics are a guiding light when it comes to user experience. As the old saying goes, “you can’t manage what you can’t measure”. By including usability metrics in your design process, you invite direct user feedback into your product. This is ideal because we want to leave any assumptions or guesswork about user experience at the door.

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User-centered design inherently relies on constant user research. Usability metrics such as success rate, time-based efficiency, number of errors, and post-task satisfaction will highlight potential shortcomings in your design. Subsequently, they identify where improvements can be made, AND they lay down a benchmark to check whether any resulting updates addressed the issues.

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Ready to start collecting and analyzing usability metrics? Check out our guide to planning and running effective usability tests to get a head start!