{"id":730567,"date":"2021-03-09T10:04:19","date_gmt":"2021-03-09T18:04:19","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/research\/?post_type=msr-blog-post&#038;p=730567"},"modified":"2021-03-09T10:04:19","modified_gmt":"2021-03-09T18:04:19","slug":"research-in-the-wild-meeting-users-where-they-are","status":"publish","type":"msr-blog-post","link":"https:\/\/www.microsoft.com\/en-us\/research\/articles\/research-in-the-wild-meeting-users-where-they-are\/","title":{"rendered":"Research in the wild: Meeting users where they are"},"content":{"rendered":"<p>By <a class=\"msr-external-link glyph-append glyph-append-open-in-new-tab glyph-append-xsmall\" rel=\"noopener noreferrer\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/amanda-snellinger-563b8412\/\">Amanda Snellinger, PhD<span class=\"sr-only\"> (opens in new tab)<\/span><\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-730579 size-large\" src=\"https:\/\/www.microsoft.com\/en-us\/research\/wp-content\/uploads\/2021\/03\/iStock-972889430-1024x717.jpg\" alt=\"A group of business people in a maze\" width=\"1024\" height=\"717\" srcset=\"https:\/\/www.microsoft.com\/en-us\/research\/wp-content\/uploads\/2021\/03\/iStock-972889430-1024x717.jpg 1024w, https:\/\/www.microsoft.com\/en-us\/research\/wp-content\/uploads\/2021\/03\/iStock-972889430-300x210.jpg 300w, https:\/\/www.microsoft.com\/en-us\/research\/wp-content\/uploads\/2021\/03\/iStock-972889430-768x538.jpg 768w, https:\/\/www.microsoft.com\/en-us\/research\/wp-content\/uploads\/2021\/03\/iStock-972889430-1536x1075.jpg 1536w, https:\/\/www.microsoft.com\/en-us\/research\/wp-content\/uploads\/2021\/03\/iStock-972889430-2048x1434.jpg 2048w, https:\/\/www.microsoft.com\/en-us\/research\/wp-content\/uploads\/2021\/03\/iStock-972889430-16x12.jpg 16w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>We\u2019ve all been in the position of setting up a new piece of hardware or software, trying to get familiar with it, and struggling with the process of onboarding. In an ideal world, setup and onboarding should be seamless and intuitive; this is the aim of golden path design.<\/p>\n<p><em>Yet do users follow our golden paths?<\/em> Our UX is often evaluated in the lab, with pre-designed prototypes, which are only a proxy for real user experience. We find there is value in pursuing this research from a more organic approach. Because users don&#8217;t know what our golden paths are or that they even exist, conducting research in the wild enables us to see how consumers get set up with our software and devices on their own terms and if they make it their own. This allows us to stress test the interactions\/user experiences we\u2019ve put in place. We can identify tactical level friction\/issues as well as see the larger picture of how they are navigating our product ecosystem itself and how to make that more seamless.<\/p>\n<p>This approach also allows researchers to dig into users\u2019 <a class=\"msr-external-link glyph-append glyph-append-open-in-new-tab glyph-append-xsmall\" rel=\"noopener noreferrer\" target=\"_blank\" href=\"https:\/\/en.wikipedia.org\/wiki\/Mental_model\">mental models<span class=\"sr-only\"> (opens in new tab)<\/span><\/a> in a more nuanced way. We can understand how their previous digital experience is influencing how they think, act, and feel when interacting with our product. Obtaining both a strategic and tactical view of the users\u2019 experience also provides maximum \u2018bang for your buck,\u2019 as opposed to having to conduct separate generative and evaluative studies. Finally, golden path research provides the opportunity to work closely with data science, looking at telemetry and usage data to see if there are deeper issues that merit further study.<\/p>\n<p><em>What we learned<br \/>\n<\/em>Our findings fell into two categorial buckets: Points of friction and diversions from the pathway.<\/p>\n<p><strong>Points of friction<\/strong> were apparent to participants and resulted in frustration, and occurred when they were:<\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li>Asked to do something they didn&#8217;t understand;<\/li>\n<li>Forced to do something they didn&#8217;t want to do;<\/li>\n<li>Unable to get somewhere or do something they knew existed;<\/li>\n<li>Redirected and didn\u2019t understand why.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>These points of friction manifested in 3 primary categories: <em>blocks<\/em>, <em>gaps<\/em>, and <em>reroutes<\/em>. <em>Blocks<\/em> occurred when users were asked to do something they didn&#8217;t want to or didn\u2019t understand why it was required before they could proceed. <em>Gaps<\/em> occurred when participants experienced real or perceived errors caused by Microsoft. <em>Reroutes<\/em> occurred when unclear instructions\/messaging led participants spiraling into loops, or as they called it, \u201cgoing in circles.\u201d<\/p>\n<p><strong>Diversions from pathways<\/strong> were less visible to participants themselves; these occurred when people strayed from the intended paths that we\u2019ve designed to ensure a smooth interaction, i.e. our golden path. Participants familiarize themselves with new devices and technology by &#8220;playing around&#8221; or through &#8220;trial and error.&#8221; During the study, they did what felt intuitive to them, often wanting to &#8220;get through the process&#8221; by choosing the first thing that came to mind in order to accomplish the task. If this did not work, they&#8217;d look for ideas from an online search, which often led them to veer further astray from our intended pathway. When given multiple options for things like \u2018create an account\/sign in,\u2019 the choices funneled them down a specific path without outlining what to expect down the line. If their chosen pathway did not end up working for them, there was no obvious way to get back to their intended path.<\/p>\n<p><em>The importance of the front door journey <\/em><br \/>\nWhen customers wandered off our paths and arrived at an unintended destination, they were left confused and frustrated not knowing &#8220;how I got here,&#8221; how to get back on track, or what\u2019s left to do. If they couldn\u2019t even get to the value-added features that are our core value proposition, or had a difficult time getting to them, they concluded the whole system was complex and that they would never master it. Building intuitive pathways within our ecosystem that reflect how our customers think and what they do is the best way to counter the consumer perception that our system is overly complex.<\/p>\n<p>Because of the visibility this process provides, we brought PMs and engineers from the product team along to sit in on these sessions. Watching our customers navigate through the path and seeing them encounter the points of friction and diversions firsthand helped them develop a deeper empathy for the users for whom they\u2019re building product.<\/p>\n<p>Understanding our customers\u2019 mental models, the friction they experience, and how they diverge from our pathways can inform how we design our product terrain in a way that guides users to the intended, \u2018golden,\u2019 destination by funneling them back from wherever they are, instead of expecting them to follow a narrow golden path.<\/p>\n<p>\u2018In the wild\u2019 observational research to stress test golden paths can be of value for researchers wanting to evaluate users\u2019 experience in a wide variety of situations, from web site usage to software or hardware (or a combination thereof). It\u2019s something you may want to consider for your organization\u2019s products and services.<\/p>\n<p><strong class=\"x-hidden-focus\">What do you think? Is this methodology something that would be useful to understanding users&#8217; experiences? How could you put &#8220;in the wild&#8221; observational research in your practice?<strong class=\"\">\u00a0Tweet us your thoughts\u00a0<a class=\"msr-external-link glyph-append glyph-append-open-in-new-tab glyph-append-xsmall\" rel=\"noopener noreferrer\" target=\"_blank\" href=\"http:\/\/www.x.com\/MicrosoftRI\">@MicrosoftRI<span class=\"sr-only\"> (opens in new tab)<\/span><\/a>\u00a0or\u00a0<a class=\"msr-external-link glyph-append glyph-append-open-in-new-tab glyph-append-xsmall\" rel=\"noopener noreferrer\" target=\"_blank\" href=\"http:\/\/www.facebook.com\/MicrosoftRI\">follow us on Facebook<span class=\"sr-only\"> (opens in new tab)<\/span><\/a>\u00a0and join the conversation.<\/strong><\/strong><\/p>\n<p><em>Amanda Snellinger, PhD is a UX design researcher and anthropologist with over ten years of mixed-methods field research experience. She has designed and managed both in-lab usability and multi-country ethnographic research projects, producing numerous reports and publications and driving product design and strategy. <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Understanding our customers\u2019 mental models, the friction they experience, and how they diverge from our pathways can inform how we design our product terrain in a way that guides users to the intended, \u2018golden,\u2019 destination by funneling them back from wherever they are, instead of expecting them to follow a narrow golden path.<\/p>\n","protected":false},"author":38703,"featured_media":730603,"template":"","meta":{"msr-url-field":"","msr-podcast-episode":"","msrModifiedDate":"","msrModifiedDateEnabled":false,"ep_exclude_from_search":false,"_classifai_error":"","msr-content-parent":616842,"msr_hide_image_in_river":0,"footnotes":""},"research-area":[],"msr-locale":[268875],"msr-post-option":[],"class_list":["post-730567","msr-blog-post","type-msr-blog-post","status-publish","has-post-thumbnail","hentry","msr-locale-en_us"],"msr_assoc_parent":{"id":616842,"type":"group"},"_links":{"self":[{"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/msr-blog-post\/730567","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/msr-blog-post"}],"about":[{"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/types\/msr-blog-post"}],"author":[{"embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/users\/38703"}],"version-history":[{"count":4,"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/msr-blog-post\/730567\/revisions"}],"predecessor-version":[{"id":731110,"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/msr-blog-post\/730567\/revisions\/731110"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/media\/730603"}],"wp:attachment":[{"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/media?parent=730567"}],"wp:term":[{"taxonomy":"msr-research-area","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/research-area?post=730567"},{"taxonomy":"msr-locale","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/msr-locale?post=730567"},{"taxonomy":"msr-post-option","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/research\/wp-json\/wp\/v2\/msr-post-option?post=730567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}