August 8, 2022
4 min

Usability Testing Guide: What It Is, How to Run It, and When to Use Each Method

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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


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


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


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


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


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


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


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.

Usability testing summary: When to use each method (and why)

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.

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Quantifying the value of User Research in 2024 

Think your company is truly user-centric? Think again. Our groundbreaking report on UX Research (UXR) in 2024 shatters common assumptions about our industry.

We've uncovered a startling gap between what companies say about user-centricity and what they actually do. Prepare to have your perceptions challenged as we reveal the true state of UXR integration and its untapped potential in today's business landscape.

The startling statistics

Here's a striking finding: only 16% of organizations have fully embedded UXR into their processes and culture. This disconnect between intention and implementation underscores the challenges in demonstrating and maximizing the true value of user research.

What's inside the white paper

In this comprehensive white paper, we explore:

  • How companies use and value UX research
  • Why it's hard to show how UX research helps businesses
  • Why having UX champions in the company matters
  • New ways to measure and show the worth of UX research
  • How to share UX findings with different people in the company
  • New trends changing how people see and use UX research

Stats sneak peek

- Only 16% of organizations have fully embedded UX Research (UXR) into their processes and culture. This highlights a significant gap between the perceived importance of user-centricity and its actual implementation in businesses.

- 56% of organizations aren't measuring the impact of UXR at all. This lack of measurement makes it difficult for UX researchers to demonstrate the value of their work to stakeholders.

- 68% of respondents believe that AI will have the greatest impact on the analysis and synthesis phase of UX research projects. This suggests that while AI is expected to play a significant role in UXR, it's seen more as a tool to augment human skills rather than replace researchers entirely.

The UX research crossroads

As our field evolves with AI, automation, and democratized research, we face a critical juncture: how do we articulate and amplify the value of UXR in this rapidly changing landscape? We’d love to know what you think! So DM us in socials and let us know what you’re doing to bridge the gap.

Are you ready to unlock the full potential of UXR in your organization?

Download our white paper for invaluable insights and actionable strategies that will help you showcase and maximize the value of user research. In an era of digital transformation, understanding and leveraging UXR's true worth has never been more crucial.

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What's next?

Keep an eye out for our upcoming blog series, where we'll delve deeper into key findings and strategies from the report. Together, we'll navigate the evolving UX landscape and elevate the value of user insights in driving business success and exceptional user experiences.

Header graphic for the article 'Efficient Research: Maximizing the ROI of Understanding Your Customers'
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1 min read

Efficient Research: Maximizing the ROI of Understanding Your Customers

Introduction

User research is invaluable, but in fast-paced environments, researchers often struggle with tight deadlines, limited resources, and the need to prove their impact. In our recent UX Insider webinar, Weidan Li, Senior UX Researcher at Seek, shared insights on Efficient Research—an approach that optimizes Speed, Quality, and Impact to maximize the return on investment (ROI) of understanding customers.

At the heart of this approach is the Efficient Research Framework, which balances these three critical factors:

  • Speed – Conducting research quickly without sacrificing key insights.
  • Quality – Ensuring rigor and reliability in findings.
  • Impact – Making sure research leads to meaningful business and product changes.

Within this framework, Weidan outlined nine tactics that help UX researchers work more effectively. Let’s dive in.

1. Time Allocation: Invest in What Matters Most

Not all research requires the same level of depth. Efficient researchers prioritize their time by categorizing projects based on urgency and impact:

  • High-stakes decisions (e.g., launching a new product) require deep research.
  • Routine optimizations (e.g., tweaking UI elements) can rely on quick testing methods.
  • Low-impact changes may not need research at all.

By allocating time wisely, researchers can avoid spending weeks on minor issues while ensuring critical decisions are well-informed.

2. Assistance of AI: Let Technology Handle the Heavy Lifting

AI is transforming UX research, enabling faster and more scalable insights. Weidan suggests using AI to:

  • Automate data analysis – AI can quickly analyze survey responses, transcripts, and usability test results.
  • Generate research summaries – Tools like ChatGPT can help synthesize findings into digestible insights.
  • Speed up recruitment – AI-powered platforms can help find and screen participants efficiently.

While AI can’t replace human judgment, it can free up researchers to focus on higher-value tasks like interpreting results and influencing strategy.

3. Collaboration: Make Research a Team Sport

Research has a greater impact when it’s embedded into the product development process. Weidan emphasizes:

  • Co-creating research plans with designers, PMs, and engineers to align on priorities.
  • Involving stakeholders in synthesis sessions so insights don’t sit in a report.
  • Encouraging non-researchers to run lightweight studies, such as A/B tests or quick usability checks.

When research is shared and collaborative, it leads to faster adoption of insights and stronger decision-making.

4. Prioritization: Focus on the Right Questions

With limited resources, researchers must choose their battles wisely. Weidan recommends using a prioritization framework to assess:

  • Business impact – Will this research influence a high-stakes decision?
  • User impact – Does it address a major pain point?
  • Feasibility – Can we conduct this research quickly and effectively?

By filtering out low-priority projects, researchers can avoid research for research’s sake and focus on what truly drives change.

5. Depth of Understanding: Go Beyond Surface-Level Insights

Speed is important, but efficient research isn’t about cutting corners. Weidan stresses that even quick studies should provide a deep understanding of users by:

  • Asking why, not just what – Observing behavior is useful, but uncovering motivations is key.
  • Using triangulation – Combining methods (e.g., usability tests + surveys) to validate findings.
  • Revisiting past research – Leveraging existing insights instead of starting from scratch.

Balancing speed with depth ensures research is not just fast, but meaningful.

6. Anticipation: Stay Ahead of Research Needs

Proactive researchers don’t wait for stakeholders to request studies—they anticipate needs and set up research ahead of time. This means:

  • Building a research roadmap that aligns with upcoming product decisions.
  • Running continuous discovery research so teams have a backlog of insights to pull from.
  • Creating self-serve research repositories where teams can find relevant past studies.

By anticipating research needs, UX teams can reduce last-minute requests and deliver insights exactly when they’re needed.

7. Justification of Methodology: Explain Why Your Approach Works

Stakeholders may question research methods, especially when they seem time-consuming or expensive. Weidan highlights the importance of educating teams on why specific methods are used:

  • Clearly explain why qualitative research is needed when stakeholders push for just numbers.
  • Show real-world examples of how past research has led to business success.
  • Provide a trade-off analysis (e.g., “This method is faster but provides less depth”) to help teams make informed choices.

A well-justified approach ensures research is respected and acted upon.

8. Individual Engagement: Tailor Research Communication to Your Audience

Not all stakeholders consume research the same way. Weidan recommends adapting insights to fit different audiences:

  • Executives – Focus on high-level impact and key takeaways.
  • Product teams – Provide actionable recommendations tied to specific features.
  • Designers & Engineers – Share usability findings with video clips or screenshots.

By delivering insights in the right format, researchers increase the likelihood of stakeholder buy-in and action.

9. Business Actions: Ensure Research Leads to Real Change

The ultimate goal of research is not just understanding users—but driving business decisions. To ensure research leads to action:

  • Follow up on implementation – Track whether teams apply the insights.
  • Tie findings to key metrics – Show how research affects conversion rates, retention, or engagement.
  • Advocate for iterative research – Encourage teams to re-test and refine based on new data.

Research is most valuable when it translates into real business outcomes.

Final Thoughts: Research That Moves the Needle

Efficient research is not just about doing more, faster—it’s about balancing speed, quality, and impact to maximize its influence. Weidan’s nine tactics help UX researchers work smarter by:


✔️  Prioritizing high-impact work
✔️  Leveraging AI and collaboration
✔️  Communicating research in a way that drives action

By adopting these strategies, UX teams can ensure their research is not just insightful, but transformational.

Watch the full webinar here

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1 min read

A comprehensive look at usability testing

Usability testing has an important role in UX and if you’re new to it, this article gives you a solid introduction to it with practical tips, a checklist for success and a look at our remote testing tool, Treejack.

Concepts of usability testing

Usability testing is the process of evaluating a product or service with users prior to implementation. The goal of usability testing is to identify any usability issues before the product or service is released into the world for use. Usability testing is a research activity that results in both quantitative and qualitative insights and can be used to gauge user satisfaction.A typical usability testing session is moderated and involves a participant, a facilitator and an observer. The facilitator leads the session and the observer takes notes while the participant completes the task based scenario.

While this is common, usability testing is scalable and the possible approaches are endless giving you the flexibility to work with the resources you have available—sometimes one person performs the role of facilitator and observer!Location also varies for usability testing. For example, you might conduct your testing in a lab environment or you might talk to users in a specific environment. It also worth noting that not all usability testing sessions are moderated—more about this later.Usability testing usually occurs multiple times during the design process and can be conducted anytime you have a design you would like to test.

User research activities like a focus group for example, are conducted early in the design process to explore and gain understanding before ideas are generated. Usability testing is about testing those ideas as early and as often as possible. From a fully functioning digital prototype to a simple hand drawn wireframe on paper, nothing is too unrefined or too rough to be tested.

Developing a usability test plan

Before you start a round of usability testing, you need to develop a usability test plan. The usability test plan will keep you organised and is an opportunity to define roles and set clear expectations upfront. The first step in developing this is to hold a meeting with your team and stakeholders to discuss what you are going to do and how you plan to achieve it. Following this meeting, a document outlining the usability test plan as it was discussed is created and shared with the group for review. Any changes suggested by the group are then added to the final document for approval from the relevant stakeholders.

What to include in your usability test plan:

  • The goal, scope and intent of the usability testing
  • Constraints impacting upon testing
  • Details on what will be tested eg wireframes
  • Schedule and testing location
  • Associated costs eg participant recruitment
  • Facilitator and observer details for each session
  • Session details
  • Participant recruitment approach
  • Equipment
  • Details of any documentation to be produced eg a report

Usability testing questions

Once you have developed your test plan, you need to create a list of questions and task based scenarios for the testing session. These form the structure for your testing and provide a framework of consistency across all testing sessions in the study.The questions serve as a warm up to ease the participant into the session and can also provide insights on the user that you may not have had before. These questions can be a combination of open and closed questions and are especially useful if you are also developing personas for example. Some examples of what you might ask include:

  • Tell me about a recent experience you had with this product/service
  • Do you currently use this product/service?
  • Do you own a tablet device?

The purpose of the task based scenarios is to simulate a real life experience as closely as possible. They provide a contextual setting for the participant to frame their approach and they need to be realistic—your participant needs an actionable starting point to work from. A good starting point for task based scenario development would be to look at a use case.It is also important that you avoid using language that provides clues to the solution or leads your participant as this can produce inaccurate results. An example of a task based scenario would be:You’re planning a Christmas vacation to New Zealand for your family of two adults and 4 children. Find the lowest priced airfares for your trip.

Usability testing software: Tree testing

Treejack is a remote information architecture (IA) validation tool that shows you exactly where users are getting lost in your content. Knowing this will enable you to design a structure for your website that makes sense to users before moving on to the user interface (UI) design.Treejack works like a card sort in reverse. Imagine you have just completed a card sort with your users to determine your IA and you are now working backwards to test that thinking against real world task based scenarios. Treejack does this using a text-based version of your IA that is free from distracting visual aids such as navigation and colour allowing you to determine if your structure is usable from the ground up. A Treejack study is structured around task based scenarios and comes with the option to include pre and post study questionnaires.

treejack task image
Usability testing with Treejack

As a remote testing tool, Treejack is unmoderated and provides the opportunity to reach a much larger audience because all you have to do is share a link to the study with your participants to gain insights. You also have the option of handing the task of targeted participant recruitment over to Optimal Workshop.Once launched and shared with participants, Treejack takes care of itself by recording the results as they come in giving you the freedom to multitask while you wait for the testing to finish.

The results produced by Treejack are not only detailed and comprehensive but are also quite beautiful. The story of your participants’ journey through your testing activity is told through pietrees. A pietree is a detailed pathway map that shows where your participants went at each fork in the road and their destinations. They allow you to pinpoint exactly where the issues lie and are a powerful way to communicate the results to your team and stakeholders.

bananacom pie tree
Treejack presents your results using pietrees

Treejack also provides insights into where your participants landed their first click and records detailed information on pathways followed by each individual participant.

bananacom paths
Treejack records full details of the paths followed by every participant

Usability testing checklist

The following checklist will help ensure your usability testing process runs smoothly:

  • Meet with team and stakeholders
  • Determine goals, scope and intent of usability testing
  • Decide how many sessions will be conducted
  • Create usability testing schedule
  • Select facilitators and observers for each session if applicable
  • Develop and complete a usability test plan
  • Determine test questions and scenarios
  • Recruit participants for testing
  • Gather equipment required for testing if applicable
  • Book testing location if applicable
  • Keep a list of useful contact details close by in case you need to contact anyone during testing
  • Complete a dry run of a testing session with a team member to ensure everything works before actual testing begins
  • Organise debrief meetings with observers after each testing session
  • Set aside time to analyse the findings
  • Document and present findings to team and relevant stakeholders

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