June 29, 2023
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Usability Experts Unite: The Power of Heuristic Evaluation in User Interface Design

Optimal Workshop

Usability experts play an essential role in the user interface design process by evaluating the usability of digital products from a very important perspective - the users! Usability experts utilize various techniques such as heuristic evaluation, usability testing, and user research to gather data on how users interact with digital products and services. This data helps to identify design flaws and areas for improvement, leading to the development of user-friendly and efficient products.

Heuristic evaluation is a usability research technique used to evaluate the user interface design of a digital product based on a set of ‘heuristics’ or ‘usability principles’. These heuristics are derived from a set of established principles of user experience design - attributed to the landmark article “Improving a Human-Computer Dialogue” published by web usability pioneers Jakob Nielsen and Rolf Molich in 1990. The principles focus on the experiential aspects of a user interface. 

In this article, we’ll discuss what heuristic evaluation is and how usability experts use the principles to create exceptional design. We’ll also discuss how usability testing works hand-in-hand with heuristic evaluation, and how minimalist design and user control impact user experience. So, let’s dive in!

Understanding Heuristic Evaluation


Heuristic evaluation helps usability experts to examine interface design against tried and tested rules of thumb. To conduct a heuristic evaluation, usability experts typically work through the interface of the digital product and identify any issues or areas for improvement based on these broad rules of thumb, of which there are ten. They broadly cover the key areas of design that impact user experience - not bad for an article published over 30 years ago!

The ten principles are:

  1. Prevention error: Well-functioning error messages are good, but instead of messages, can these problems be removed in the first place? Remove the opportunity for slips and mistakes to occur.
  2. Consistency and standards: Language, terms, and actions used should be consistent to not cause any confusion.
  3. Control and freedom for users: Give your users the freedom and control to undo/redo actions and exit out of situations if needed.
  4. System status visibility: Let your users know what’s going on with the site. Is the page they’re on currently loading, or has it finished loading?
  5. Design and aesthetics: Cut out unnecessary information and clutter to enhance visibility. Keep things in a minimalist style.
  6. Help and documentation: Ensure that information is easy to find for users, isn’t too large and is focused on your users’ tasks.
  7. Recognition, not recall: Make sure that your users don’t have to rely on their memories. Instead, make options, actions and objects visible. Provide instructions for use too.
  8. Provide a match between the system and the real world: Does the system speak the same language and use the same terms as your users? If you use a lot of jargon, make sure that all users can understand by providing an explanation or using other terms that are familiar to them. Also ensure that all your information appears in a logical and natural order.
  9. Flexibility: Is your interface easy to use and it is flexible for users? Ensure your system can cater to users to all types, from experts to novices.
  10. Help users to recognize, diagnose and recover from errors: Your users should not feel frustrated by any error messages they see. Instead, express errors in plain, jargon-free language they can understand. Make sure the problem is clearly stated and offer a solution for how to fix it.

Heuristic evaluation is a cost-effective way to identify usability issues early in the design process (although they can be performed at any stage) leading to faster and more efficient design iterations. It also provides a structured approach to evaluating user interfaces, making it easier to identify usability issues. By providing valuable feedback on overall usability, heuristic evaluation helps to improve user satisfaction and retention.

The Role of Usability Experts in Heuristic Evaluation

Usability experts play a central role in the heuristic evaluation process by providing feedback on the usability of a digital product, identifying any issues or areas for improvement, and suggesting changes to optimize user experience.

One of the primary goals of usability experts during the heuristic evaluation process is to identify and prevent errors in user interface design. They achieve this by applying the principles of error prevention, such as providing clear instructions and warnings, minimizing the cognitive load on users, and reducing the chances of making errors in the first place. For example, they may suggest adding confirmation dialogs for critical actions, ensuring that error messages are clear and concise, and making the navigation intuitive and straightforward.

Usability experts also use user testing to inform their heuristic evaluation. User testing involves gathering data from users interacting with the product or service and observing their behavior and feedback. This data helps to validate the design decisions made during the heuristic evaluation and identify additional usability issues that may have been missed. For example, usability experts may conduct A/B testing to compare the effectiveness of different design variations, gather feedback from user surveys, and conduct user interviews to gain insights into users' needs and preferences.

Conducting user testing with users that represent, as closely as possible, actual end users, ensures that the product is optimized for its target audience. Check out our tool Reframer, which helps usability experts collaborate and record research observations in one central database.

Minimalist Design and User Control in Heuristic Evaluation

Minimalist design and user control are two key principles that usability experts focus on during the heuristic evaluation process. A minimalist design is one that is clean, simple, and focuses on the essentials, while user control refers to the extent to which users can control their interactions with the product or service.

Minimalist design is important because it allows users to focus on the content and tasks at hand without being distracted by unnecessary elements or clutter. Usability experts evaluate the level of minimalist design in a user interface by assessing the visual hierarchy, the use of white space, the clarity of the content, and the consistency of the design elements. Information architecture (the system and structure you use to organize and label content) has a massive impact here, along with the content itself being concise and meaningful.

Incorporating minimalist design principles into heuristic evaluation can improve the overall user experience by simplifying the design, reducing cognitive load, and making it easier for users to find what they need. Usability experts may incorporate minimalist design by simplifying the navigation and site structure, reducing the number of design elements, and removing any unnecessary content (check out our tool Treejack to conduct site structure, navigation, and categorization research). Consistent color schemes and typography can also help to create a cohesive and unified design.

User control is also critical in a user interface design because it gives users the power to decide how they interact with the product or service. Usability experts evaluate the level of user control by looking at the design of the navigation, the placement of buttons and prompts, the feedback given to users, and the ability to undo actions. Again, usability testing plays an important role in heuristic evaluation by allowing researchers to see how users respond to the level of control provided, and gather feedback on any potential hiccups or roadblocks.

Usability Testing and Heuristic Evaluation

Usability testing and heuristic evaluation are both important components of the user-centered design process, and they complement each other in different ways.

Usability testing involves gathering feedback from users as they interact with a digital product. This feedback can provide valuable insights into how users perceive and use the user interface design, identify any usability issues, and help validate design decisions. Usability testing can be conducted in different forms, such as moderated or unmoderated, remote or in-person, and task-based or exploratory. Check out our usability testing 101 article to learn more.

On the other hand, heuristic evaluation is a method in which usability experts evaluate a product against a set of usability principles. While heuristic evaluation is a useful method to quickly identify usability issues and areas for improvement, it does not involve direct feedback from users.

Usability testing can be used to validate heuristic evaluation findings by providing evidence of how users interact with the product or service. For example, if a usability expert identifies a potential usability issue related to the navigation of a website during heuristic evaluation, usability testing can be used to see if users actually have difficulty finding what they need on the website. In this way, usability testing provides a reality check to the heuristic evaluation and helps ensure that the findings are grounded in actual user behavior.

Usability testing and heuristic evaluation work together in the design process by informing and validating each other. For example, a designer may conduct heuristic evaluation to identify potential usability issues and then use the insights gained to design a new iteration of the product or service. The designer can then use usability testing to validate that the new design has successfully addressed the identified usability issues and improved the user experience. This iterative process of designing, testing, and refining based on feedback from both heuristic evaluation and usability testing leads to a user-centered design that is more likely to meet user needs and expectations.

Conclusion

Heuristic evaluation is a powerful usability research technique that usability experts use to evaluate digital product interfaces based on a set of established principles of user experience design. After all these years, the ten principles of heuristic evaluation still cover the key areas of design that impact user experience, making it easier to identify usability issues early in the design process, leading to faster and more efficient design iterations. Usability experts play a critical role in the heuristic evaluation process by identifying design flaws and areas for improvement, using user testing to validate design decisions, and ensuring that the product is optimized for its intended users.

Minimalist design and user control are two key principles that usability experts focus on during the heuristic evaluation process. A minimalist design is clean, simple, and focuses on the essentials, while user control gives users the freedom and control to undo/redo actions and exit out of situations if needed. By following these principles, usability experts can create an exceptional design that enhances visibility, reduces cognitive load, and provides a positive user experience. 

Ultimately, heuristic evaluation is a cost-effective way to identify usability issues at any point in the design process, leading to faster and more efficient design iterations, and improving user satisfaction and retention. How many of the ten heuristic design principles does your digital product satisfy? 

Publishing date
June 29, 2023
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min read
Usability Testing: what, how and why?

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.

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.

What is usability testing? 🔦

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

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.

We go into the three main methods of usability testing:

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

1. Moderated or unmoderated usability testing 👉👩🏻💻

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.

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

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.

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

2. Research or in-person usability testing 🕵

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.

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

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.

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

3. Explorative, Assessment or comparative testing 🔍

These three usability testing methods generate different types of information:

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.

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.

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.

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

Which method is right for you? 🧐

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. 

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.

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

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

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.

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.

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. 

2. Remote, moderated assessment testing - app product development

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.

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.

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

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.

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.

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.

Wrap up 🌯

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

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.

min read
What gear do I need for qualitative user testing?

Summary: The equipment and tools you use to run your user testing sessions can make your life a lot easier. Here’s a quick guide.

It’s that time again. You’ve done the initial scoping, development and internal testing, and now you need to take the prototype of your new design and get some qualitative data on how it works and what needs to be improved before release. It’s time for the user testing to begin.

But the prospect of user testing raises an important question, and it’s one that many new user researchers often deliberate over: What gear or equipment should I take with me? Well, never fear. We’re going to break down everything you need to consider in terms of equipment, from video recording through to qualitative note-taking.

Recording: Audio, screens and video

The ability to easily record usability tests and user interviews means that even if you miss something important during a session, you can go back later and see what you’ve missed. There are 3 types of recording to keep in mind when it comes to user research: audio, video and screen recording. Below, we’ve put together a list of how you can capture each. You shouldn’t have to buy any expensive gear – free alternatives and software you can run on your phone and laptop should suffice.

  • Audio – Forget dedicated sound recorders; recording apps for smartphones (iOS and Android) allow you to record user interviews and usability tests with ease and upload the recordings to Google Drive or your computer. Good options include Sony’s recording app for Android and the built-in Apple recording app on iOS.
  • Transcription – Once you’ve created a recording, you’ll no doubt want a text copy to work with. For this, you’ll need transcription software to take the audio and turn it into text. There are companies that will make transcriptions for you, but software like Transcribe means you can carry out the process yourself.
  • Screen recording – Very useful during remote usability tests, screen recording software can show you exactly how participants react to the tasks you set out for them, even if you’re not in the room. OBS Studio is a good option for both Mac and Windows users. You can also use Quicktime (free) if you’re running the test in person.
  • Video – Recording your participants as they make their way through the various tasks in a usability test can provide useful reference material at the end of your testing sessions. You can refer back to specific points in a video to capture any detail you may have missed, and you can share video with stakeholders to demonstrate a point. If you don’t have access to a dedicated camera, consider mounting your smartphone on a tripod and recording that way.

Taking (and making use of) notes

Notetaking and qualitative user testing go hand in hand. For most user researchers, notetaking during a research session means busting out the Post-it notes and Sharpie pens, rushing to take down every observation and insight and then having to arduously transcribe these notes after the session – or spend hours in workshops trying to identify themes and patterns. This approach still has merit, as it’s often one of the best ways to get people who aren’t too familiar with user research involved in the process. With physical notes, you can gather people around a whiteboard and discuss what you’re looking at. What’s more, you can get them to engage with the material directly.

But there are digital alternatives. Qualitative notetaking software (like our very own Reframer) means you can bring a laptop into a user interview and take down observations directly in a secure environment. Even better, you can ask someone else to sit in as your notetaker, freeing you up to focus on running the session. Then, once you’ve run your tests, you can use the software for theme and pattern analysis, instead of having to schedule yet another full day workshop.

Scheduling your user tests

Ah, participant scheduling. Perhaps one of the most time-consuming parts of the user testing process. Thankfully, software can drastically reduce the logistical burden.

Here are some useful pieces of software:

Dedicated scheduling tool Calendly is one of the most popular options for participant scheduling in the UX community. It’s really hands-off, in that you basically let the tool know when you’re available, share the Calendly link with your prospective participants, and then they select a time (from your available slots) that works for them. There are also a host of other useful features that make it a popular option for researchers, like integrations and smart timezones.

If you’re already using the Optimal Workshop platform, you can use our  survey tool Questions as a fairly robust scheduling tool. Simply set up a study and add in prospective time slots. You can then use the multi-choice field option to have people select when they’re available to attend. You can also capture other data and avoid the usual email back and forth.

Storing your findings

One of the biggest challenges for user researchers is effectively storing and cataloging all of the research data that they start to build up. Whether it’s video recordings of usability tests, audio recordings or even transcripts of user interviews, you need to ensure that your data is A) easily accessible after the fact, and B) stored securely to ensure you’re protecting your participants.

Here are some things to ask yourself when you store any piece of customer or user data:

  • Who will have access to this data?
  • How long do I plan to keep this data?
  • Will this data be anonymized?
  • If I’m keeping physical data on hand, where will it be stored?

Don’t make the mistake of thinking user data is ‘secure enough’, whether that’s on a company server that anyone can access, or even in an unlocked filing cabinet beneath your desk. Data privacy and security should always be at the top of your list of considerations. We won’t dive into best practices for participant data protection in this article, but instead, just mention that you need to be vigilant. Wherever you end up storing information, make sure you understand who has access.

Wrap up

Hopefully, this guide has given you an overview of some of the tools and software you can use before you start your next user test. We’ve also got a number of other interesting articles that you can read right here on our blog.

min read
Product Roadmap Update 2024 🛣️ 🎉

We’re excited to announce the latest updates to our platform to help teams test, validate and gain insights early in the design process. Looking ahead to the rest of 2024, stay tuned as we expand Optimal’s research capabilities with new tools and features, including Prototype Testing, Qualitative Insights, and upgraded Surveys along with enhanced admin management and user roles!

What’s new at Optimal? 🤩

Managed Recruitment 🙋🙋🏾


We’re thrilled to share the launch of our new Managed Recruitment offering with high quality and expanded profiling capabilities for hard-to-reach audiences. Managed Recruitment leverages our in-house recruitment team and a new powerful, award-winning panel — PureSpectrum — to give you access to millions of participants across 100+ countries. Optimal handles recruitment logistics from start to finish, guaranteeing quality responses and replacing low-quality participants at no extra cost.

Early access is now available. To get started, submit your criteria via the request form. Starting in early August, you’ll be able to access Managed Recruitment via the Optimal Recruit tab. Recruitment is available for all Optimal tools except for Qualitative Insights (Reframer).

What’s coming next? 🔮🧙

Test your designs early and often with our latest tool:  Prototype Testing ⚙️

The newest edition to the Optimal toolkit is just around the corner.  Prototype testing will allow you to quickly  test designs with users throughout the design process, to help inform decisions so you can build on with confidence.


You’ll have the option to easily import low or high-fidelity prototypes directly from Figma or build your own prototypes from scratch  by uploading images or screenshots and creating clickable areas. Prototype testing allows you to Identify usability issues and areas for improvement throughout the design process to iterate and improve your designs quickly with your users.

Video Recording 🎬📽️🎞️

After we launch Prototype testing, we’ll be adding Video Recording to allow you to record a participant completing a prototype test. You can capture nonverbal cues like eye rolls and frustration, screens and voices to better understand user experiences, and gain deeper insights for Prototype Testing. Video recording is browser-based, with no plug in required eliminating setup complexities. Consent to record is captured upfront in the testing process and can be tailored to meet your organization’s policies.

Qualitative Insights & AI 🤖✨

You’ll be able to capture meaningful insights faster and more efficiently with the new Insights feature under our Qualitative Insights (Reframer) tool. Create Insights — takeaways or key findings from a study — and keep them organized under the new Insights tab. Create a new Insight from observations or use AI to generate Insights. Each Insight will contain a title, description, and associated observations.

Note that you and your organization will always maintain complete control over any AI engagement. All AI-generated results are editable. Leverage AI as needed for your studies or decide to turn off access completely for your organization.

Surveys Upgrade 📋

We’ll be transforming surveys with enhanced usability, advanced survey logic, and AI integration, empowering you to create, launch, and analyze surveys with ease. Our focus on improving usability will make creating, editing, and launching surveys easier than ever, including new question types, question cloning, question grouping, and AI assistance to streamline survey creation.

Help us build a better Optimal Workshop 🧰

We’re looking for customers to join our research and beta panel to help influence product development. From time to time, you’ll be invited to join us for interviews or surveys, and you’ll be rewarded for your time with a thank-you gift.  


If you’d like to join the team, email product@optimalworkshop.com.

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Dive into our platform, explore our tools, and discover how easy it can be to conduct effective UX research.