Unmoderated usability testing: a checklist

Sitting inside any beautifully crafted and designed digital product, there must be a fully functional and considered information architecture.

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As much as information architecture shouldn’t be developed in a vacuum. Neither should the design and look of digital products. In fact, a large proportion of the function of digital designers is devoted to supporting users locating content they need and driving them towards content that the product owners want them to find.

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Incorporating visual markers to make sure that certain content is distinct from the rest or creating layers that demonstrate the diverse content on a product.

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If you do not have quality content, it is impossible to design a quality digital product. It all comes back to creating a user experience that makes sense and is designed to make task completion simple. And this relates back to designing the product with the content planned for it in mind.

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8 Principles of information architecture, according to Dan Brown 🏗️

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As a designer, the more you know about information architecture, the better the products you design will meet your user requirements and deliver what they need. If you work with an information architect, even better. If you’re still learning about information architecture the 8 Principles according to Dan Brown is a great place to begin.

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If you haven’t come across Dan Brown yet, you have more than likely come across his 8 principles. Dan Brown is one of the UX world's most prolific experts with a career that spans most areas of UX designs. He’s written 3 books on the subject and experience across a multitude of high profile projects. Aiding large organizations to make the most of their user experience.

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1. The principle of objects: Content should be treated as a living, breathing thing. It has lifecycles, behaviors, and attributes.
2. The principle of choices: Less is more. Keep the number of choices to a minimum.
3. The principle of disclosure: Show a preview of information that will help users understand what kind of information is hidden if they dig deeper.
4. The principle of examples: Show examples of content when describing the content of the categories.
5. The principle of front doors: Assume that at least 50% of users will use a different entry point than the home page.
6. The principle of multiple classifications: Offer users several different classification schemes to browse the site’s content.
7. The principle of focused navigation: Keep navigation simple and never mix different things.
8. The principle of growth: Assume that the content on the website will grow. Make sure the website is scalable.

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It’s highly likely that you’ve already used some, or all, of these IA principles in your designs. Don’t be shy about mastering them, or at the very least be familiar. They can only help you become a better user experience designer.

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Wrap up 🌯

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Mastering the 8 principles, according to IA expert Dan Brown will see you mastering the complex tasks of information architecture. Understanding IA is key to creating digital designs with a content structure that is functional, logical and just what your users need to navigate your product. Design without good IA doesn’t work as well, just as a content structure without a well designed interface will not engage users.

There is an enormous amount of information on the internet. Every page you load is crammed with it. With so much information around, it’s incredibly important to remember that for human minds to be able to actually process and make sense of it, considered, strategic, ordered information architecture is needed.

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Information architecture is everywhere digitally, but where does it actually live? IA sits in behind all of the digital interfaces we humans use (and even out in the real world). It ideally has been considered, researched, and implemented with humans in mind, though as we all know, this isn’t always the case.  

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Information architecture always has a role to play, and here we’ll focus on 4 key digital spaces where information architecture is most prominent, and likely most familiar.

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1. Websites
2. Apps
3. Company intranet
4. Social media software

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To find out more about putting information architecture into action check out our blog.

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1. Websites 🌐

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Information architecture for websites can often be confused with navigation. While site navigation is super important, (think of it as the ‘skin’ that sits above the information), that’s only part of the story. Great website architecture considers and organizes user requirements, organizing the content and structure of the website with labels, search and navigation that simply makes sense and is easy to use. Done well, it will  feel simple and straightforward, guiding users through smoothly.

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Hubspot has a great article on IA for websites and how they can be structured. From a complex library system, to travel booking systems. Each has its own needs and can be quite deep in layers of information. The trick is to create a website structure, based on user needs, that makes sense of the piles of information and a simple navigation that sits above, making the journey to task completion as quick as possible. Working together they make any user experience feel quick, simple, and intuitive! 

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2. Apps 📱

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An organization's app acts as the first point of contact. It needs to be super simple, clean, and quick to interact with. A well thought out, thorough, researched, and organized information architecture plays a big part in this.

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Information architecture for mobile use has a different set of rules than websites. The key consideration here is around the ease of use across a smaller screen. Navigation that makes sense for a laptop or desktop computer can be clunky in a mobile app.

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An app's interface needs to have fewer options, and fewer clicks to complete the task. Researching and designing an app’s IA with just the right amount of information is key. Some retail apps are simplified websites, whereas other apps exist on their own merits, with no need for a website.

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Bringing it back to the humans that will interact with the app is key to creating a product that delivers on user requirements and increases interaction. 

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3. Intranet 🖥

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An organizational intranet is possibly less of a priority than a website or an app but is vitally important to the success of an organization. And in these times of remote or hybrid working, intranets have proven to be more valuable than ever. An intranet is more than where to stick newsletters for staff, it is an interface that can make or break the productivity or even the wellbeing of an organization. 

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Access to files, information, messaging platforms, and corporate requirements wherever and whenever people are working is more important than ever.  A well researched and designed information architecture can build an intranet that meets users’ requirements, increase communication and interaction and ultimately boost productivity. 

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Conducting UX research with staff on what they need to access, when, and how will help inform the intranet IA far more intuitively. The information available (and needed) can be huge, keeping it simple and human focused is key.

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Have you ever thought about how poor internal information architecture might be hurting your business?

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4. Social media 🤳

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Social media software is complex in terms of ecosystem and display of information. Each social media platform has developed over time, think back to Facebook and how it looked when it initially launched. And through the uptake of users, gathering of information over time, and continual research and testing, it has evolved into what we see today. And will continue to evolve with users’ needs.

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Every user has a different experience based on the individuals, groups, organizations and even retailers that they choose to interact with (or haven’t chosen via advertising). The piles of information that sit behind and are brought to the interface for an individual through their choice, associations, labels, tags, interests, age, etc will present them with a unique feed. 

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The interface of a social media platform needs to be considered, tested, tested again, and occasionally tested or changed once launched as the interaction of users is vitally important.

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The information architecture sitting behind is huge in order to enable the agility to pull the right information forward in a dynamic and coherent way. Continuously learning, testing and requesting interaction from users through options to ‘hide’ posts that aren’t appropriate or respond to direct queries about what they do and don’t want to see are just some instances of continuous user research.

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Social media continues to be a sophisticated information architecture that is constantly updating and changing with user needs.

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Wrap Up 🫔

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Information architecture lives wherever there is information needing to be found by humans. Successful information architecture is sorted, organized and labeled in a way that is simple, intuitive, and considered. Making interaction and life simple, which in a world where there are an increasing number of websites, apps, and tools to choose from – intuitive information architecture has never been more important for your business and your customers.

A great user experience (UX) is one of the largest drivers of growth and revenue through user satisfaction. However, when budgets get tight, or there is a squeeze on timelines, user research is one of the first things to go. Often at the cost of user satisfaction.  

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This short sighted view can mean project managers are preoccupied with achieving milestones and short term goals. And UX teams get stuck researching products they weren’t actually involved with developing. As a result no one has the space and understanding to really develop a product that speaks to users needs, desires and wants. There must  be a better way to produce a product that is user-driven.  Thankfully there is.

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What is user research and why should project managers care about it? 👨🏻💻

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User research is an important part of the product development process. Primarily, user research involves using different research methods to gather information about your end users. 

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Essentially it aims to create the best possible experience for your users by listening and learning directly from those that already or potentially will use your product. You might conduct interviews to help you understand a particular problem, carry out a tree test to identify bottlenecks or problems in your navigation, or do some usability testing to directly observe your users as they perform different tasks on your website or in your app. Or a combination of these to understand what users really want.

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To a project manager and team, this likely sounds fairly familiar, that any project can’t be managed in a silo. Regular check-ins and feedback are essential to making smart decisions. The same with UX research. It can make the whole process quicker and more efficient. By taking a step back, digging into your users’ minds, and gaining a fuller understanding of what they want upfront, it can curtail short-term views and decisions.

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Bringing more user research into your development process has major benefits for the team, and the ultimately the quality of that final product. There are three key benefits:

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1. Saves your development team time and effort. Ensuring the team is working on what users want, not wasting time on features that don’t measure up.
2. Gives your users a better experience by meeting their requirements.
3. Helps your team innovate quickly by understanding what users really want.

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As a project manager, making space and planning for user research can be one of the best ways to ensure the team is creating a product that truly is user-driven.

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How to bring research into your product development process 🤔

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There are a couple of ways you can bring UX research into your product development process. 

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1. Start with a dedicated research project.
2. Integrate UX research throughout the development project.

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It can be more difficult to integrate UX research throughout the process, as it means planning the project with various stages of research built in to check the development of features. But ultimately this approach is likely to turn out the best product. One that has been considered, checked and well thought out through the whole product development process. To help you on the way we have laid out 6 key steps to help you integrate UX research into your product development process.

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6 key steps to integrate UX research 👟

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Step 1: Define your research questions

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Take a step back, look at your product and define your research questions. 

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It may be tempting just to ask, ‘do users like our latest release?’ This however does not get to why or what your users like or don’t like. Try instead:

• What do our users really want from our product?
• Where are they currently struggling while using our website?
• How can we design a better product for our users?

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These questions help to form the basis of specific questions about your product and specific areas of research to explore which in turn help shape the type of research you undertake.

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Step 2: Create your research plan

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With a few key research questions to focus on, it’s time to create your research plan.

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A great research plan covers your project’s goals, scope, timing, and deliverables. It’s essential for keeping yourself organized but also for getting key stakeholder signoff.

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Step 3: Prepare any research logistics

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Every project plan requires attention to detail including a user research project. And with any good project there are a set of steps to help make sense of it.

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1. Method: Based on your questions, what is the best user research method to use? 
2. Schedule: When will the research take place? How long will it go on for? If this is ongoing research, plan how it will be implemented and how often.
3. Location: Where will the research take place? 
4. Resources: What resources do you need? This could be technical support or team members.
5. Participants: Define who you want to research. Who is eligible to take part in this research? How will you find the right people?
6. Data: How will you capture the research data? Where will it be stored? How will you analyze the data and create insights and reports that can be used?
7. Deliverables: What is the ultimate goal for your research project?

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Step 4: Decide which method will be used

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Many user research methods benefit from an observational style of testing. Particularly if you are looking into why users undertake a specific task or struggle.

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Typically, there are two approaches to testing:

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1. Moderated testing is when a moderator is present during the test to answer questions, guide the participant, or dig deeper with further questions.
2. Unmoderated testing is when a participant is left on their own to carry out the task. Often this is done remotely and with very specific instructions.Your key questions will determine which method will works best for your research.  Find our more about the differences.

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Step 5: Run your research session

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It’s time to gather insights and data. The questions you are asking will influence how you run your research sessions and the methods you’ve chosen. 

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If you are running surveys you will be asking users through a banner or invitation to fill out your survey. Unmoderated and very specific questions. Gathering qualitative data and analyzing patterns.

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If you’re using something qualitative like interviews or heat mapping, you’ll want to implement software and gather as much information as possible.

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Step 6: Prepare a research findings report and share with stakeholders

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Analyze your findings, interrogate your data and find those insights that dive into the way your users think. How do they love your product? But how do they also struggle?

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Pull together your findings and insights into an easy to understand report. And get socializing. Bring your key stakeholders together and share your findings. Bringing everyone across the findings together can bring everyone on the journey. And for the development process can mean decisions can be user-driven. 

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Wrap Up 🥙

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Part of any project, UX research should be essential to developing a product that is user-driven. Integrating user research into your development process can be challenging. But with planning and strategy it can be hugely beneficial to saving time and money in the long run.