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5 Reasons to get out of the lab and into the field (and how to do it)
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‣ IN LAB... these factors do not exists, cannot see the full customer experience
‣ IN LAB... users are asked to recall or predict their actions, and does not accurately
judge what they did or will do
‣ IN LAB... project team sits behind a mirror (no direct interaction with participant)
‣ Example: If you sell coffee; observe spaces where people consume coffee (cafes, on
the streets, in the office) and look at the role coffee consumption plays in the users’
lives
‣ Example:
IN-STORE
INTERCEPTS SHOP-ALONGS
OBSERVATIONS
Unobtrusively observe customers as Interview customers after the point of Researcher shops alongside actual
they browse, and purchase – see the purchase - understand motivations customer (shopper can be recruited
entire shopping experience behind purchase decisions in advance or on site)
‣ Do not talk to shoppers ‣ Observes and interview after ‣ Observes and interviews throughout
shopper makes a purchase shopping experience
‣ “Invisible”
‣ “Interviews” ‣ “Moderates and probes”
Shoppers:
Shoppers: Shoppers:
‣ Unaware being observed
‣ Aware of observation (after purchase ‣ Aware of observation
decision have been made)
4. OBSERVE
‣ Create an observation checklist
‣ Example:
‣ If you’re the MTA looking to improve the mass transit experience, look at
commuters, how they interact with the environment (subway trains), other
commuters, with ads - where do pain points occur,etc.?
5. ANALYZE findings
‣ Look for common themes and patterns in observations and story linesto find what
drives behavior
‣ As you analyze the findings, think about what you can do to improvethe overall
experience?
DOs DON’Ts
‣ Be unobtrusive (observe discreetly) ‣ Be obvious (when taking pictures/recording
videos)
‣ Use your eyes – non-verbal cues (observe the
environment and how the customers interact in that ‣ Be too concerned with note-taking (instead focus on
space) data naturally occurring)
‣ Use your ears – verbal cues (listen to whatis ‣ Follow only one customer (instead observe
said) different customers/situations)
‣ Preserve objectivity- create a persona for yourself ‣ Be biased (focusing on past knowledge can alter
(away from your demographics/brand) to remove any results instead keep an open mind)
preconceived notions
‣ Make observations with answers in mind, do not make
‣ Find themes among behaviors/patterns (even in validation a goal (use ethnography to gain deeper
unexpected patterns) understanding of the bigger picture)
‣ Work with other researchers on the floor ‣ Generalize actions of individuals to reflect a larger
majority