Usability Testing for Redesign

Client: Customer Experience Management Software Company
Team:  design researcher (myself), UX designer, project manager
My Deliverables:

  • Planning Research
  • Generating inVision prototype ready for testing
  • Synthesize insights and themes
  • Findings and recommendations report
 

Challenge

After a rapid redesign and push out of their primary software, a company wanted to reevaluate specific tasks to understand if changes are required and  prioritize future development. In a two stage research process, the company wanted to test two major features of their software:

  1. the current process to import feedback and contact data and
  2. analytics and actions tools

Import Tools 

This feature has a long and complicated process and, if done incorrectly, can cause both immediate import failures and/or errors and inconsistencies in large data sets down the road. We wanted to understand a user’s ability to 1. Complete the process and 2. Catch or eliminate data errors to prevent larger errors in the analytics down the road.

Analytics and Action Tools

This feature is a particularly powerful tool and is one of the key features of this software. While powerful, the individual tools and graphs can prove to have a difficult learning curve and some users have a hard time understanding all of the software’s capabilities. We needed to understand if users were able to 1. Read each graph/tool, 2. Quickly picked up on the functionality, and 3. Were able to maximize each to it’s potential.