Jennifer Flom

Jennifer FlomJennifer FlomJennifer Flom

Jennifer Flom

Jennifer FlomJennifer FlomJennifer Flom
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Project 6: Contextual Inquiry

Project Highlights

ROLE: UX researcher 

Led planning, moderated, assisted with analysis, assisted with reporting, presented to stakeholders


METHODS: Secondary research, primary research, interviews, contextual inquiry, prototype review, ideation, survey


OUTCOMES: Future product recommendations, increased engagement


TOOLS: Microsoft Office, video equipment


SKILLS: Logistics, strategy, planning, moderation, data analysis, reporting, leadership, client management & education, stakeholder presentation

Overview

CLIENT: An welding equipment manufacturer


PROBLEM: The client wanted to obtain discovery-related input to create a next-generation user interface that appealed to a new generation and was easily understood by more experience welders. 


TEAM: Our consulting team consisted of a project / recruiting manager, UX strategist, and a UX Researcher (me). The stakeholder team consisted of a product manager, and two project managers.


DELIVERABLES: Detailed report of findings, insights, recommendations, and comparative examples

Strategy

When first kicking off this project, we reviewed the existing research and information available in order to understand the current feedback and challenges. We then used that information as we moved into the session planning phase. While the easiest way to conduct research on interfaces is to do it in the comforts of the lab, this project required something different. Instead of having our participants simulate welding, we decided it would be best to observe them welding to better understand the overall experience. 


Each 90-minute contextual inquiry session consisted of the following: 

  • Qualitative interviews: At the beginning of each session, I asked each participant about their roles, the welding equipment they use, and their workstations.
  • Contextual inquiry: Next, I asked the participant to spend 10 minutes or so doing their work as they would normally do it while I observed their procedures, parameters, and interaction with the welding machine interface. After they completed their project, I asked them to complete a series of tasks on their machines and describe any challenges they faced.
  • Prototype review: Then, I showed the participant a high-fidelity prototype machine and asked them to provide feedback on the interface and controls after doing several tasks.
  • Ideation: For the next part of the session, I showed them a series of interfaces on a mobile phone screen to get their feedback on each version and to spark additional ideas for the interfaces as we discussed next-generation possibilities.
  • Quantitative survey: At the end of the session, I asked each participant to fill out a short questionnaire with rating questions and feedback so we could assess their overall sentiments, preferences, and needs. Due to the number of participants (n=12), the results from the survey were reported as directional feedback in a visual format.

Timeline

Outcomes

Discovered current challenges and successes

Discovered current challenges and successes

Discovered current challenges and successes

By reviewing the existing research and observing the participants using the interfaces naturally, I was able to determine the current challenges that needed to be solved and the successes that needed to be incorporated into future iterations of the product.

Identified optimal display parameters

Discovered current challenges and successes

Discovered current challenges and successes

After synthesizing all of the findings, I was able to identify parameters for an optimal display including the content, layout, flow, error messaging, instructional content, key colors to incorporate and avoid, and control functionality.

Reflection

  • For contextual inquiries, logistics are critical to be able to properly observe, gather data, and record the session.
  • Ensuring the moderator has full safety gear and knowledge of the product is critical to building rapport with the participants.
  • Engaging the stakeholder team throughout planning is critical to the success of the overall project - particularly when considering specialized products and audiences.

Copyright © 2023 Jennifer Flom - All Rights Reserved.

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