Meet me there… UX design and the user environment

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User experience design requires an empathic, user-centered design perspective.

You have to meet people where they’re at.

Once you’ve completed your user interviews, and finished your personas, use-cases and journey maps, you have to really get inside the mind of the user.

One of the most difficult tasks of the UX designer is trying to not just get in the mind, but also the physical space of where the user experience is happening. Is it a loud manufacturing facility, is it a cramped commuter train, or is it a quiet health facility?

Knowing where the user experience is happening, getting a sense of that environment, even visiting, if at all possible, is the best way to ensure that the user experience is being designed, not just for the right kinds of users, but also for the right kinds of environments. We do it for different mobile devices, screen resolutions and browsers; why wouldn’t want to also design for the physical space?

The short answer is that we would.

Being an empathic and user-centered UX designer means that you have to capture as much as you can about the user, how and where, they interact with your design — The physical environment shouldn’t get any less consideration than any of the other design criteria.

UX isn’t just for designers

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To non-designers user experience can a very abstract concept. We’re lucky to have this empathic perspective of walking a mile in somebody else’s use cases, but mostly, folks don’t get it. It’s kind of like trying to explain to your parents what you do as a user experience professional… ‘what the hell is that?’ They might say back to you… or they might just nod in feigned acknowledgement… Either way, just like having empathy for users, we need to have empathy for those folks who don’t understand what UX is all about.

It’s kind of exciting, really, because it’s our job to teach them about UX.

Where teaching UX is concerned, I’ve found that nothing works quite as well as a ‘show don’t tell’ approach. Teaching UX is even better if you can get lay-people involved in some kinds of interactive exercises around UX.

I’m reluctant to say something is easy, but teaching the value of UX is, well… kind of easy. In nearly every instance where I’ve had to introduce UX folks have been pretty quick to get what UX means and how it could benefit users and an organization alike. After all, who hasn’t had to work with crummy software, navigate a horrible website or complete a task through an ill-conceived smartphone app? These experiences are ubiquitous and universal in a world driven by human-computer interactions.

Two simple, high level, ways to teach a lay-person UX might be to:

  1. Make a series of paper prototype user interfaces for paying a bill or ordering a book online — a straightforward interaction that should have only a few clicks;
  2. Walk through a simple purchase on Amazon or eBay, narrating the steps and what’s happening, from a UX perspective, as you go.

Each of these simple, low-tech, steps, highlights in context, what the user experience is and what its benefits could be. Exercises like these bridge the gap of abstraction, making something conceptual into something practical. When you make a connection for a business person or some other non-designer, it’s magical; these Aha! Moments make the teaching of UX very satisfying and a lot of fun.

While UX is quickly achieving buzzword status, it’s a real and necessary discipline whose time has come. UX, after its vogue period, will stop being “cool” and will just be… a mature operational practice taken for granted like automobile safety features or tamper-proof packaging, so it’s our job to be teachers and stewards of UX, not just how it can benefit our organizations, but how it can benefit the world. We may get to a time where user interfaces cease to exist, but UX will be at the heart of that, too.

What did you expect? Self-awareness in UX

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It’s hard not to get hung up on expectations. When something doesn’t go the way you want, or work the way you thought it should, it’s hard to be cognizant of this and step back. It’s hard for most people, and UX professionals are no different. Somehow, we have to make an appeal to our bigger selves to stop, have the presence of mind to observe what’s going on and then reflect on the expectations.

We have to pause and think about what we expected. Should we have expected whatever outcome didn’t occur? Maybe we ask ourselves what somebody was thinking when they created that app, or that product or that experience. How did they arrive at the conclusions that brought me this experience that you didn’t expect.

When you walk up to a doorknob, and quite unconsciously go to turn it… but it doesn’t turn… You stop, you think about what’s happening, maybe you reef on the door knob, maybe you pull on it, but the unconsciousness of the mundane activity has dissipated and now you’re consciously interacting with the door knob, which is now a problem, that you’re actively engaged in trying to figure out.

When you visit a website, you surf around, maybe you find what you’re looking for, but then unconsciously navigate to the top left corner to click a logo and get back to the homepage, but the logo isn’t a link, or worse there’s no logo, maybe even there’s no home button. Again, you come out of that, almost unconscious, state, awaken for a second and now you’re in problem-solving mode.  How the hell do I get back to the homepage?

These are only two examples, two extremely basic examples.

Now, think about this: The average user (read: most users) won’t go through the trouble-shooting phase, they won’t investigate further. They will, unconsciously, look for another door, X-out of the webpage, delete the app, etc… they’re using a tool to complete a task and the tool isn’t working. Between the speed of life and (almost subconscious) expectations we, as UX professionals, don’t get a lot of do-overs, or second chances with bad first impressions. We have to deliver on expectations from go and keep on delivering right on through.

Sure, there will be cases like Facebook and their bazillion news feed UI changes, and Twitter with all of their timeline changes, but the value for these organizations has been confirmed and delivered, first impressions have been had, so they have some flexibility… to a point. If you screw around with the users enough times you’re going to have an Internet Explorer situation on your hands and most people are just going to give up and move just as soon as they can, veritable monopolies notwithstanding.

So, in your own life, try to take notice. Try to be aware of your expectations. Are things working the way you want them to be? If not, what did you expect and why? This isn’t an article about user research or user testing, but really a an article on self-awareness, because that self-awareness is the greatest asset that a UX professional can have.

5 tips for a feel-good user experience

Armed with a buy-one, get-one free coupon he’d gotten over the weekend we passed over the hallowed threshold of a large, national chicken wings franchise. We were regulars. We’d been there before… many times, but this time, for one of us, lunch was going to be free, thanks to the aforementioned BOGO coupon…

Free wings = A good day – An ancient law of yore, I believe.

We sat. We ordered. Lunch came without incident and the idea of free wings made them that much more delicious.

Lunch bliss ensued.

The Bill came. BOGO coupon was presented.

Lunch bliss quickly unraveled.

So, it turned out that the BOGO coupon was worded badly. The server tried to clarify, but became increasingly frustrated and emphatic when stating that it wasn’t, in fact, a BOGO coupon, but some other kind of offer. Confused, we listened and continued our inquiry, at this point, for purely academic reasons, to try and understand the printed offer. Realizing the server was quickly becoming incensed and on the verge of making a scene, we paid up and left. Our bellies were full, with equal parts wings and resentment.

“Well,” I said to my lunch companion, “that was an extremely unpleasant experience.”

“Yes,” He said, as we walked in silence.

As a user experience practitioner, I couldn’t help but think about our experience and the words of the late Tom Magliozzi, from the NPR Show Car Talk where he said: “Happiness = Reality – Expectations”, but in what world do we live where there aren’t any expectations. No world that I’ve visited, that’s for sure! This led me to the think about how the experience could have been better, and so I came up with 5 tips for a feel-good user experience:

1.) Everybody has expectations

2.) Everybody wants to feel good

3.) Everybody wants to be treated well

4.) Everybody wants to feel important

5.) Everybody has to deal with reality

1.) Everybody has expectations
Can you deliver the goods? What do your users want? Have you done the research? Have you gotten to know them? Do they know what you offer and do they expect it? You have to know what your users are expecting. Without this critical knowledge you’ll always be in the dark where your users are concerned and it won’t take long for another organization to see what you’re doing wrong, improve upon it and put you out of business.

2.) Everybody wants to feel good
Can you make your users feel good? Can your product/service take a bad situation and make it better? Can your support staff? Is your service so good that your users feel empowered, recharged and delighted after an experience with your organization? Satisfaction is one thing, but creating happiness, or at the very least a very positive experience is another thing entirely. Are you up it?

3.) Everybody wants to be treated well
It’s easy to treat users well when things are going smoothly, but how is it when things aren’t going so well? User experience, as a discipline, didn’t come about to deal with things when everything is going well, but to reduce and/or work towards eliminating those areas of the experience that break down when things aren’t going well. Treat your users well.

4.) Everybody wants to feel important
Do your users feel important? Do they feel like they’re being heard and acknowledged? We’ve all heard the adage about how the customer is always right, but even when they’re not, do they feel like they’re right, or at least feel like their perspective is important and valued? If not, those customers won’t be customers for long. The adage about the customer always being right has always been a little tongue in cheek behind the product/service curtain, but the user doesn’t need to come behind the curtain, they just need to feel important.

5.) Everybody has to deal with reality
The old marketing bromide states, thusly: Perception is reality, but sometimes reality is a bummer. It’s hard to integrate considerations for dealing with reality into the user experience, but we have to try. Those conditions in which a user comes to us are the conditions that we need to prepare for. Through quantitative and qualitative research we can learn what our users are trying to do to and how they’re interacting with our product or service and meet them where they’re at. We have to. It’s our responsibility.

These are the 5 tips for a feel-good user experience. Each one, in an of itself, will not make for a feel-good user experience, but together, combined, they come very close to perfecting the user experience. Even if you don’t think of everything the first time through, with ongoing refinement you can get darn close to perfecting an experience.

If our server or the large national wings franchise had any of these 5 tips for a feel-good user experience in their service arsenal this experience would have been dramatically different. However, most organizations are like the large national wings franchise with employees not unlike the server. Thing is, there are a lot of places making wings and a lot of out-of-work servers, and perhaps most importantly a lot of organizations working to create feel-good user experiences. There can be only one; which do you want to be?

 

The privilege of service

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Today, I began thinking about a blog post that I wrote onmy mattborghi.com website back in 2009 – The tool of choice, the privilege of service – It feels like a dog’s age since I wrote down those words, and it was well before the idea of ‘user experience design’ was getting used as much as it does today (corroberated by Google Trends, below), but the ideas there were as true then as they are now.

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Let me set the stage…

Google was the king of search, kind of like they are now. Microsoft had just released Bing and they were working very hard to knock Google off the search mountain. Many folks thought that they would succeed. As a heavy Google user then, well before mobile/Android ubiquity, I didn’t think Microsoft would be able to pull it off.

Back then, I wrote:

The thing that’s easy to forget is Google did next to no marketing for their search (interesting Salon article from 1999 that touches on this a bit, as well as a 1998 Cnet article here). I know for me, back in 1999 or 2000, numerous people recommended that I use Google, as I had been a big user of Yahoo! for everything. Eventually, Google became my search tool of choice, not just for me, but for a lot of folks. Was it because it worked well? Was it because it was lean and uncluttered? Was it because it was quick? Honestly, it’s probably some combination, but I know that value that Google offered came to me through word-of-mouth, and when I tried the tool, it delivered as promised. It was no frills, just a simple tool that worked well.

What I wrote here really is the essence of what user experience design is all about. Google worked well, it was lean, uncluttered and quick; It wasn’t bogged down with ads or Flash graphics… It just worked, quickly and the results were good. Google understood user experience and user-centered design, whether intuitively, or otherwise, and that was the tool that they brought to the marketplace.

This isn’t new news, but rather a history lesson, of sorts, to remember the roots of user experience and the benefits of user-centered design.

More from 2009:

Again, Google did very little marketing; they put something out there that worked, and people came to it. Clearly, they knew what people wanted, and how to add value… to serve is a privilege, and if your tool is chosen, then it’s bonus and bonus! Create the tool of choice, and cherish the privilege of service.

The fact is any company that stops thinking about, or doesn’t consider their, customer is going to go out of business; whether they’re selling Web services or hot dogs…

As true today, in 2016, as it was in 2009, I’m reminded that as a designer and then a design manager, my goal was always to ensure that we were serving the users, to ensure that we were delivering the best possible user and customer experience possible by delivering the best possible solution. That means that you have to be conservative and not just jump on every new trend. Try things out and see what works. Of course, there’s a balance between this and analysis paralysis, but you don’t want to be constantly throwing new tools at your users or your customers… vet the tools with research and always try to undertake a user-centered design approach. It’s not always easy, as simplicity is almost always complicated, especially when you’re working with pre-web companies, but the privilege to serve is a great and noble pursuit. And if you get your chance, it just might make you one of the richest and most successful organizations in the world.

Threefold path to UX bliss or what being snowed in taught me about UX

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I’ve been snowed in before. If you live in a region that gets any kind of regular snow, then you’ve probably been snowed in before, too. Generally, there are phases to the thing. First, you’re kind of excited by it, the anticipation; you get sort of a cozy feeling and you want to warm up near a fire with some hot cocoa and, I don’t know, maybe, if you’re me, a copy Steinbeck’s The Winter of our Discontent. But, eventually, the fire dies, with all the remaining wood covered with snow, the hot cocoa no longer is, well, hot… and Steinbeck, just induces its own kind of discontent. For the final phase, a decision diagram could be inserted…

I could:

A.) Let my restlessness and agitation grow; 

B.) Surrender to circumstance, put on a recording of Claude Debussy’s Images for Solo Piano and crawl under a great big down comforter for a long winter’s nap.

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Ahh… Option B sounds really good right now… Unfortunately, if you would have guessed Option A, you’d be right. I’ve done both at different times, but this time I went with Option A, growing restlessness and agitation… And while this is not generally a state of clarity, at least not for me, this time it was as I was given a fresh new perspective on user experience, or the threefold path to UX bliss.

So, let’s look at the phases, or the threefold path, within the context of using a new website, app or really anything that you interact with:

  1. Anticipation (Seeds of expectation begin to germinate)
  2. Use (Seeds have become full expectation)
  3. Acceptance/Refusal (Expectations met/not met)

Any user experience begins with anticipation, it could be weeks before a website or video game comes out, or it could be the ten seconds that it takes you to download a new app from the Apple Store. In either instance there is anticipation and with that anticipation, seeds of expectation begin to germinate. Now, sure, there are some folks who come at things with an open mind, but mostly UX, as a discipline, is not designed for this rarefied cognitive superhero, but rather the everyday schlub like you and me who wants stuff to work like all the other stuff we use.

Use is where the rubber meets the road. Does the thing meet the user’s expectations? This is why we do research, this is why we measure and this is why we test. We want to ensure that we’ve nailed the expectations and met them. When you talk about a minimum viable product, you’re talking about the minimum viable expectations. What can be released that’s enough to keep the user interested and satisfied knowing that we can’t give them everything they want with the first release.

Finally, we’re at the acceptance/refusal — Will the user accept it or refuse it? Were there expectations met or not? Of course, when we talk about UX, what we’re talking about is always clearing this hurdle of acceptance easily and clearly with few notes and fewer revisions. After all UX is iterative, so what may have been missed will be caught the next time through; that’s the goal of UX and the heart of user-centered design which is the less buzzwordy bedrock of what it means to do user experience work.

Ultimately, what we’re talking about are expectations. UX is the work of defining, designing and testing for those expectations. Experience and expectation both begin with “ex” the Latin preposition for “out of, or from”. Whether you’re talking about the experience that comes ‘out of’ the expectations, or experience that comes ‘from’ the expectations, there’s little distinction, which makes the user-centered design aspect critical to a successful UX, or put another way creates the UX bliss.

I’m still trying to recover from that cabin fever, and I hope that I’m not snowed in anytime soon, but if I am I’m definitely going to temper my expectations and make few plans. In fact, I heard there’s another storm front moving in next week. Now, where was the last place I saw that CD of Claude Debussy’s Images for Solo Piano…

p.s.

In case you’re curious:

You don’t know me – Why user interviews matter

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At USAGE, one of our favorite things to do, when doing UX evaluations, is to talk to actual users. But it wasn’t so long ago, in a land pretty much where we’re sitting right now, that considered user interviews around website usage inconceivable.

Them: ‘Our website users don’t want to talk to us about how they’re using the website! That’s crazy! Just make the website pop!

Us: “Umm… Ok.

Sigh… how many times have we heard that… Isn’t it great that times have changed and folks now understand the value of talking to your users; in fact a whole industry is growing around the idea. Excellent!

UX is growing and we’re excited to be part of it. Generally, we focus on the user experience of human-computer interaction, but as time goes on our user relationship with all manners of product and service is being scrutinized, evaluated and reconsidered. User interviews are a really great way to get to the core issues of their usage, but, as Jakob Nielsen, the Father of Usability states:

“What users say and what they do are different…”

It’s true that what users say and what they do are different, but it’s still one of the best ways to get into the mind of the user.

Admittedly, user interviews are more art than science and this is one of the reasons that some folks like them, while other folks would prefer to use moderated and unmoderated remote user testing, or some other form of quantitative testing — the classic qualitive (user interviews) vs. quantitive (A/B testing) research dilemma. At USAGE, we prefer both and take a mixed-method approach. The science is nice, but it’s kind of cold, we prefer the warmth of human interaction; this approach creates checks & balances that gives a space for the quantitative information but allows it to be tempered by qualitative information.

If you haven’t done a lot of user interviews they can be tricky to get off the ground, but Charles Liu gives some great pointers in his article Never Ask What they Want – 3 Better Questions to Ask In User Interviews, where he suggests these three questions:

  • What are you trying to get done? (Gather context)
  • How do you currently do this? (Analyze workflow)
  • What could be better about how you do this? (Find opportunities)

These are great questions to get the conversation flowing. You are quickly able to determine what a user’s expectations are around how something works, but also how they’d like it work. As the user talks about their experiences, you get an insight into their world and you’re able to get a feel for what it’s like to walk in their shoes. In our experience this is the best possible way to get to know your users. While a mixed approach is necessary and pros & cons abound, there’s no substitute for getting to know your users and having that one on one relationship with them.

User-centered design hugs you back

 

 

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(Snazzy graphic courtesy of Daniel Kim)

We’ve talked a bit about user experience, so far, specifically with the 10 promises of user experience design, but at the core of UX is the dedication to the philosophy of User-Centered Design (UCD), and that’s the key ingredient to getting UX off the ground at most organizations.

UCD at a high level is an ongoing, iterative process that requires planning, research, design, adaptation and measurement, basically on an infinite loop throughout the life of a product or service. I won’t even say that an organization needs to be dedicated to it operationally, let alone have an operationally-mature UCD practice in place, but embracing the philosophy is the starting point.

But… wait… Actually, before I go any further, I’m getting ahead of myself and need to step back…

Embracing the philosophy of UCD is important for one specific kind of organization, a type of organization that falls into what Paul Boag called in his excellent book, Digital Adaptation, the “pre-web” organization. The pre-web organization is what we’re most familiar with at USAGE, that’s because “post-web” organizations were born thinking web and mobile-first; UCD is built into the fabric of these organizations, so there’s little we can say about them for this article. Instead, we’ll focus on the pre-web organization, as there are many lifetimes of work to be done there.

These pre-web organizations, very slowly, are getting the joke: A great user experience pays. Disney taught us this, Apple taught us this, Zappos taught us this and so, organically, organizations have learned to adopt this themselves. Adoption is hard, because adoption means a user-centric perspective. Coca Cola didn’t ask people what kinds of ingredients people wanted, they gave them what they were selling, but learned a valuable lesson with New Coke. Henry Ford introduced nearly a dozen models of cars, before the Model T, the others were too expensive for the average person… While they might not have started off being user-centric, their success would depend on this critical pivot.

As I write this, though, I’m reminded of the Nielsen Norman Group article, “UX Without User Research Is Not UX, specifically, the area of the article called “Paying UX Lip Service”. This line really says a lot about current state of UX at most organizations. Folks can talk about it, praise it, even evangelize for it but the actual work of organizational UX is no small undertaking and poses unique challenges. Fortunately, that’s where we at USAGE can help.

The first step for any organization is spreading the idea of a user-centered design approach. At a recent O’Reilly Design Conference, Eric Quint, Chief Design Officer at 3M pointed out an equation that really underscored, in a quite manageable way, what’s required to begin changing an organization: “The square root of employees is the number of ambassadors you need for transformation.” So with math not being one of my strong suits I went to work finding a square root calculator to figure out if his anecdote matched my experience, and sure enough it did, it matched our experience at USAGE exactly. So, for example, a company with a thousand employees would need roughly 32 ambassadors to advocate for transformation.

When we work with any organization we immediately go to work figuring out what the feeling is around the idea of a user-centered design approach or how knowledgeable an organization is about UCD or even just researching their users. Most organizations like the idea, after all what’s not to like about getting to know your users and then giving them what they want. Beyond the heady terminology a user-centered approach is really just taking care of your users. Designing something for your users without their involvement is like hugging somebody who doesn’t want to be hugged, user-centered design hugs you back.

The 10 promises of user experience design

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This article began with me referencing a variety of sites and other articles about user experience. I began borrowing ideas that I was going to attribute here, but as I did this, I realized that none of what I found, for me, truly captured the feelings we have at USAGE where user experience is concerned. Much has been written about UX, there’s the oft-referenced Nielsen Norman Group site, and their articles about UX, I also found a great Slideshare presentation that framed Walt Disney as the first UX designer by @josephdickerson a UX Lead at Microsoft, as well as dozens of “commandments” and rules regarding UX, but when I finally put pen to paper, or fingers to keys, as it were, I just didn’t feel like any of those truly captured the promises of UX the way that we view them here at USAGE. So, here goes — The 10 Promises of User Experience design:

1.) Know your users
Knowing your users is rule numero uno for a reason. If you don’t know your users from user interviews, personas, testing, etc… then you’re shooting in the dark. You have to cater the user experience to their usage and their needs.

2.) Focus on your users needs
Focusing on the user needs is the primary thing that one gets out of user and usage research. Understand the user, what they want, how they’re trying to accomplish tasks and what might make their lives a little easier and build that into the design.

3.) Design for the user
Like a series of building blocks, you can’t design for the user if you don’t know your users and their needs. When you know who your users are and what they need, designing for them is a cinch. Also, when you know you’re designing something that will help and serve your users it’s also very satisfying work, but that’s just a sweet little bonus!

4.) Make it seamless
So, you know your users, you know their needs and you’ve got a design that pretty much nails it on all accounts… at least until you’re given some third-party tool that must be integrated, can’t be customized and sticks out like a sore thumb. You have to make the experience as seamless as possible. You’ll note that the title of this bullet isn’t make it absolutely seamless, because that’s impossible, and, anyway, relative… the definition of seamless resides in intention… When you’re working on the user experience, put simply, you do the best you can… and that’s not always perfect.

5.) Set user expectations early on and maintain them consistently
There are many things that you can’t control, but if you set expectations early and do this consistently you can establish a positive user experience. Again, nothing’s perfect, but there are ways that allude to perfection even if you’re not able to achieve it absolutely.

6.) Don’t make users work to figure things out
This one is an allusion to the very first book we here at USAGE read on Usability, Steve Krug’s classic Don’t Make Me Think: A Common Sense Approach to Web Usability. The title of that book pretty much says it all, but I’ve added a bit of specificity to it. If something is designed well then your users won’t have to figure it out and there won’t be much of a learning curve. This could really be part of the next bullet about instructions.

7.) Keep instructions to a minimum
We here at USAGE don’t like designs that require instructions, whether it be a website, a mobile app, or IKEA furniture… Life is short, time is at a premium, we have to do the heavy lifting for users and get the design to a place where they can walk up and do what they need to do. Specifically, as human-computer interaction increases its those products that do this in the first release that will rise to the top.

8.) Measure, Test and Refine
How do you get your product to be highly usable by the first release, well, that’s where measurement, testing and refinements come in. Whether you’re in a pre-launch phase or have a website or app that’s been out there a while, you have to be measuring, testing and refining based on that research. In fact, this brings to mind one of our favorite quotes from W. Edwards Deming, the father of quality management who said: “You can’t manage, what you can’t measure.” Measurement is a key to success and testing is just another form measurement. Take all of this and use it to make refinements.

9.) Know what you’re good at and focus on that
Knowing what you’re good at when considering user experience might seem a little counter-intuitive, because of course, you want to serve your users, but just like McDonald’s doesn’t make cars, and Ford doesn’t make hamburgers, don’t try to be something you’re not. Do what you do well and hire out the rest to folks that do it better.This probably fits somewhere within creating a seamless experience, but we felt it was important enough to stand on its own. Play to your strengths.

10.) UX is iterative – Repeat steps 1-9
Wash. Rinse. Repeat. User experience design is iterative; it doesn’t end. It continues on and on for the life of a product or service. Repeat these steps and you’ll be fulfilling the promises of experience design and you’ll always be doing your best to ensure that you’re creating the best possible experience for your users. After all, perfection may be elusive, but making something better is well within reach.

What the heck is web usability, anyway?

Without Jakob Nielsen’s pioneering work on usability and his undying passion for it, USAGE might not even be around, today. Ok. Probably, we wouldn’t be around at all. So, it makes sense to us that our first blog post on the brand, spankin’ new USAGE website be dedicated to Jakob Nielsen’s thoughts on usability and usability heuristics.

In Jessica Miller’s excellent post, How Jakob Nielsen Changed the Face of Usability from the Usability Lab website she notes, quite aptly, that:

“Chris Kringle is the father of Christmas,
Abner Doubleday is the father of Baseball,
Enzo Ferrari is the father of the Supercar.
Jakob Nielsen is the father of Usability.”

It’s true, and it’s pretty much that simple. Jakob Nielsen graduated with a degree in human-computer interaction in the early 1980s, a time very different from now with regard to said human-computer interaction. Personal computers existed, but really this was the period of the mainframe supercomputers that took up entire floors of massive facilities, a fact that makes Nielsen’s ability to forecast what was to come quite exceptional, even if that vision is overshadowed by so much of his other pioneering work; particularly the work he’s done with his Nielsen Norman Group, where they’ve, almost, single-handedly evangelized and spread the gospel of usability and user experience in the age of personal computing, so it’s with that that we dig into one of our favorite areas, the definition of usability and usability heuristics, or as Jakob Nielsen put it, “broad rules of thumb”… rather than specific usability guidelines…

Jakob Nielsen defines the 5 components of usability, thusly:

  • Learnability: How easy is it for users to accomplish basic tasks the first time they encounter the design?
  • Efficiency: Once users have learned the design, how quickly can they perform tasks?
  • Memorability: When users return to the design after a period of not using it, how easily can they reestablish proficiency?
  • Errors: How many errors do users make, how severe are these errors, and how easily can they recover from the errors?
  • Satisfaction: How pleasant is it to use the design?

He goes further to talk about those ‘broad rules of thumb,’ or the usability heuristics, as:

Visibility of system status
The system should always keep users informed about what is going on, through appropriate feedback within reasonable time.

Match between system and the real world
The system should speak the users’ language, with words, phrases and concepts familiar to the user, rather than system-oriented terms. Follow real-world conventions, making information appear in a natural and logical order.

User control and freedom
Users often choose system functions by mistake and will need a clearly marked “emergency exit” to leave the unwanted state without having to go through an extended dialogue. Support undo and redo.

Consistency and standards
Users should not have to wonder whether different words, situations, or actions mean the same thing.

Error prevention
Even better than good error messages is a careful design which prevents a problem from occurring in the first place. Either eliminate error-prone conditions or check for them and present users with a confirmation option before they commit to the action.

Recognition rather than recall
Minimize the user’s memory load by making objects, actions, and options visible. The user should not have to remember information from one part of the dialogue to another. Instructions for use of the system should be visible or easily retrievable whenever appropriate.

Flexibility and efficiency of use
Accelerators — unseen by the novice user — may often speed up the interaction for the expert user such that the system can cater to both inexperienced and experienced users. Allow users to tailor frequent actions.

Aesthetic and minimalist design
Dialogues should not contain information which is irrelevant or rarely needed. Every extra unit of information in a dialogue competes with the relevant units of information and diminishes their relative visibility.

Help users recognize, diagnose, and recover from errors
Error messages should be expressed in plain language (no codes), precisely indicate the problem, and constructively suggest a solution.

Help and documentation
Even though it is better if the system can be used without documentation, it may be necessary to provide help and documentation. Any such information should be easy to search, focused on the user’s task, list concrete steps to be carried out, and not be too large.

These 5 components of usability and these 10 usability heuristics create the bedrock for what we do here at USAGE and how we evaluate the sites that we work on. This is high level, of course, and there are many considerations when considering various platforms and how user-friendly something is, along with many other specific considerations, but at the core of it Jakob Nielsen’s work is a fundamental ingredient in the secret sauce here at USAGE; it’s this knowledge that we’ve used with customer’s around Lansing, Michigan and throughout the world for over 15 years.