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David Strom

How to Use Field Observation to Improve Your Website

Written by David Strom
12/12/2012 21 comments
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Remember elementary school field trips and how they broke up the school week?

Sometimes, it isn't just better programming or a nicer template but understanding where your visitors go or how they use the information that you present on your website. To do this, you need to do some research in the field and actually observe users as they navigate your site and go about their daily working lives. This kind of data collection can be invaluable in improving your website, attracting more visitors, and increasing your customer satisfaction.

Ironically, the tools that you need are pretty simple: just a pad of paper and a pen, and maybe taking a few pictures with your digital smartphone to document things. But more importantly, you have to bring an open mind and actually listen to what your users are saying, and take careful notes.

Field studies aren't for everyone or every situation. They can provide more qualitative insights than quantitative measurements, for example. And they do take time: you have to schedule your visit, make sure your subject is comfortable with your presence, and actually get to their home or office to do the observations. Make sure you get written consent for your activities ahead of time, too. At a recent workshop, user experience expert Danielle Cooley showed some of her notes that she took on a recent field trip for one of her clients. There were pages and pages resulting from a one-hour visit.

Then the hard part begins. "You want to start visualizing your findings, such as with a timeline showing the division between work tasks and distractions for a particular worker." Her sample timeline had 14 work-related activities interspersed among 19 distractions. That can help show you how important it is to have site visitors be able to return to your site and pick up where they left off. Or it could show that your users are busy and have to multitask to the extreme.

Pulling the Pieces Together
By documenting how people do their jobs, developers can do their jobs even better.
By documenting how people do their jobs, developers can do their jobs even better.

Cooley also talks about "collecting artifacts" on her field trips. These are the bits and pieces of the average work life and cubicle dweller. For example (as shown in the photo above), one mainframe application was so complex that a user created her own "cheat sheet" filled with the arcane command-line syntax that she used as a reference whenever she needed to run the application. Another user documented the various home office colleagues that he spoke to over the course of several years, with each person's information put in separate folders for ready reference. Think of this as going on an archeological dig and documenting how people do their jobs, so your developers can understand how to do theirs better.

Part of this artifact collection is to document worst practices, or user design mis-cues, or to demonstrate to your own management how to improve particular site issues or information flows.

So take some time to visit your users out in the field, and see what you can learn from them to improve your website.

— David Strom is a world-known expert on networking and communications technologies. He has worked extensively in the IT end-user computing industry and has managed editorial operations for trade publications in the network computing, electronics components, computer enthusiast, reseller channel, and security markets.

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shehzadi
IQ Crew
Saturday March 9, 2013 5:49:03 AM
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Field observation would enable the users to give them enhanced experience. People would find themselves more at comfort with the application to use them to the max benefit. Users can take notes for enriched experience and subsequent applicability. 

DrT
IQ Crew
Saturday December 15, 2012 11:40:47 AM
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Agree Alison. I would think things will be easier for new generations. They are somehow exposed to how they could work with different platforms. There are similarities between OSs and new generations can easily figure out the discrepancies and their ways out.
DrT
IQ Crew
Saturday December 15, 2012 11:30:20 AM
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Jason, I agree with your point for today and maybe tomorrow too, however, the new generation is being raised with Facebook, they can not handle Win7, there will be a point that new employees will not be able yo handle anything but iOS, Android, and Microsoft phone interfaces. Microsoft had to change the windows interface.
Mitch Wagner
Thinkernetter
Friday December 14, 2012 5:44:46 PM
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Too often, Microsoft seems to change its user interfaces for the sake of change. The new doesn't seem significantly better than the old. 

Mitch Wagner
Thinkernetter
Friday December 14, 2012 5:43:16 PM
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Hopefully, the person who gets a lot of job value out of knowing the hard-to-use production software will refocus on other things and be even more powerful in the future. 

Mitch Wagner
Thinkernetter
Friday December 14, 2012 5:38:35 PM
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I switched from Windows to Mac in 2007. The principle are the same, which makes the switch easier, but relearning muscle memory literally gave me a headache for two days

That was a fun article to re-read; I'd forgotten the details of my switch. I'm using Butler nowadays rather than QuickSilver, although I could probably just use Mac search, since all I really use Butler for is as an app launcher. 

Mitch Wagner
Thinkernetter
Friday December 14, 2012 5:31:39 PM
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Ha! Love the story about the roast. 

You and I were raised on command lines, and so we arguably use the keyboard where others might not. 

Jason Adams
IQ Crew
Friday December 14, 2012 1:48:21 PM
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Alison, I also found that users tend to convert to Mac fairly seamlessly. There's a lot of to get used too, but it's very intuitive and helps users pick up on things rather quickly. I personally enjoy using a Mac far more than Windows, but in a Windows dominated society (at least in the work place) I have to keep up on both ends of the spectrum.

Jason Adams
IQ Crew
Friday December 14, 2012 1:46:38 PM
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DrT, good points. I guess that raises a question though - do you think it's even worth going to Windows 8 from Windows 7? I mean, to be honest, Windows 7 appears to be far more appealing to businesses still and will probably remain that way until Microsoft realizes that Windows 8's platform is not really geared too well towards business.

Alison Diana
Thinkernetter
Friday December 14, 2012 9:46:30 AM
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It's certainly easier, short-term, to keep using the same old methods that you've always used, @DrT, but then you won't be getting the maximum value/productivity/bang for your Windows 8 buck. Watching people struggle initially with something like a new OS is very interesting, especially when it's so different from prior iterations as in this case. 

It's been fascinating to see my daughter transition pretty seamlessly from Win7 to Mac with no formal training. I guess her familiarity with all other things Apple helped -- plus, of course, there's Apple's UI. OTOH, I switch back and forth daily between the two OSes and often try to use a Windows shortcut on my work Mac and vice versa!

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