User Research Handbook - Working Background

Table of contents

1. Research purpose

1.1 Company perspective

1.2 Product Angle

Identify product or service features and features

Optimize the experience and functionality of a product or service

Find problems and improvement points of products or services

discover new opportunities

1.3 User Perspective

2. Research Methods

2.1 Interview

2.1.1 User Interviews

2.1.2 Interviews with internal experts

2.1.3 Interviews with external experts

2.2 Focus groups

2.3 User Testing

2.4 Observation

2.5 Data Analysis

2.6 Network data

2.7 Competitive Product Analysis

3. User source

3.1 Direct recruitment

3.2 Consumer Panel

3.3 Paid Survey Sites

3.4 Existing users

3.5 Website Advertisement Recruitment

4. Workflow

4.1 Identify research goals and questions

4.2 Identify research methods and samples

4.3 Collection of data and information

4.4 Analyzing and Interpreting Data

4.5 Presenting conclusions and recommendations

4.6 Implementation of transformation and optimization

4.7 Monitoring and evaluating reform results

5. Content Presentation

5.1 Report (report document)

5.2 Presentation (eg: PPT)

5.3 Infographics

5.4 video

5.5 Dashboard

6. Closed-loop method

6.1 Define user portrait

6.2 Identify product functions and features

6.3 Iterative Design

6.4 Conduct prototype testing

6.5 Conduct user testing


1. Research purpose

In general, the purpose of user research is to ensure that a product or service can meet the needs and expectations of users, thereby improving user experience and satisfaction, and increasing the value and market competitiveness of the product or service.

1.1 Company perspective

1.2 Product Angle

Identify product or service features and features

  • By understanding the needs and pain points of users, determine the functions and characteristics of the product or service to meet the needs of users.
  • By understanding the needs, preferences and usage habits of users, we can design more products and services that meet the needs of users.
  • Get to know different user groups and understand that different user groups need to seek differences.

Optimize the experience and functionality of a product or service

  • Understand how, frequency and habits users use a product or service to optimize the experience and functionality of the product or service.

Find problems and improvement points of products or services

  • By collecting user feedback and opinions, discover problems and improvement points of products or services to improve user satisfaction and loyalty.

discover new opportunities

  • User research can discover new needs and potential opportunities from users, so as to launch innovative products and services to meet these opportunities.

1.3 User Perspective

2. Research Methods

2.1 Interview

2.1.1 User Interviews

Through one-on-one communication with users, we understand their needs, habits, behaviors and ideas.

2.1.2 Interviews with internal experts

2.1.3 Interviews with external experts

2.2 Focus groups

Invite a group of users to participate in a group discussion and gather their opinions and feedback.

2.3 User Testing

Let users actually test your product or service to gather their feedback and experience.

2.4 Observation

Observe users' behavior and reactions when they actually use a product or service to understand their needs and behavior patterns.

2.5 Data Analysis

By collecting and analyzing user behavior data, we understand their usage habits, needs and behaviors.

2.6 Network data

E-commerce website

forum

2.7 Competitive Product Analysis

Analyze the products or services of competitors to understand the market situation and user needs.

3. User source

3.1 Direct recruitment

Researchers can directly recruit the user groups they need, such as posting recruitment information through social media, forums, survey websites, etc., to find users to participate in the research.

3.2 Consumer Panel

Researchers can borrow consumer panels to obtain target user data. These panels are a group of aspiration agents maintained by third parties, users of user research, and researchers can provide research needs to these panels to obtain data on target user groups.

3.3 Paid Survey Sites

Researchers can use paid survey websites to obtain data on target user groups. These websites will provide some survey tools and service personnel, which can customize query questionnaires, collect data, and provide analysis reports and other capabilities.

3.4 Existing users

Researchers can send surveys directly to their existing user base to obtain feedback on user experience, needs, and more.

3.5 Website Advertisement Recruitment

4. Workflow

4.1 Identify research goals and questions

Definition: Before starting user research, the goals and questions of the research need to be clarified. Research questions may include how users use the product, user satisfaction with the product, etc.

4.2 Identify research methods and samples

Definition: According to the research objectives and questions, determine the research methods and samples. Research methods may include quantitative research, qualitative research, critical research groups, etc., for example may include representative users, experts, key stakeholders, etc.

4.3 Collection of data and information

Definition: The collection of data and information based on research methods and samples. The collected data and information may include user survey questionnaires, user recordings or notes, etc.

4.4 Analyzing and Interpreting Data

Definition: Analyze and interpret the collected data through data analysis tools or human analysis. The results of analysis and interpretation may include tenants, demand pain points, etc.

4.5 Presenting conclusions and recommendations

Definition: Drawing conclusions and recommendations based on the results of data analysis and interpretation. For example, put forward suggestions for product improvement, and put forward suggestions for user experience optimization.

4.6 Implementation of transformation and optimization

Definition: Implement product transformation and optimization according to the suggestions made. For example, redesign the product interface, transform product functions, etc.

4.7 Monitoring and evaluating reform results

Definition: After implementing reforms and optimizations, there is a need to monitor and evaluate reform outcomes. For example, through user research or user ranks as data, user experience and satisfaction after rankings.

5. Content Presentation

5.1 Report (report document)

Interpretation: By creating a detailed report summarizing the research objectives, methodology, key findings and recommendations

Format:

  • cover page
  • Table of contents
  • Introduction (Research Background, Objectives and Questions)
  • Methodology (research methodology, samples, tools and data collection process)
  • Results (key findings, data analysis and graphs)
  • Conclusions and recommendations (improvement measures and next steps for the findings)
  • references
  • Appendices (including raw data, interview records, etc.)

5.2 Presentation (eg: PPT)

Paraphrasing: Create a concise presentation outlining the research process and key findings.

Format:

  • Introduction (Research Background, Objectives and Questions)
  • Methodology (research methodology, samples, tools and data collection process)
  • Results (key findings, data analysis and graphs)
  • Conclusions and recommendations (improvement measures and next steps for the findings)

5.3 Infographics

Paraphrasing: Create one or more infographics that visually present key findings and data analysis. These charts can use histograms, pie charts, radar charts, etc. to display data more intuitively.

5.4 video

Paraphrasing: Create a video showing the research process, key findings and recommendations. This can include things like interview snippets, user testing processes, and data visualizations.

5.5 Dashboard

Paraphrase: Use data visualization tools to create a dashboard that displays research results and key metrics in real time. Tools such as Tableau, Power BI, etc. can be used for real-time updates of data and analysis.

6. Closed-loop method

6.1 Define user portrait

  • According to the results of user research, user portraits are defined, including information such as the user's age, gender, occupation, needs, and habits. Teams better address user needs and design products that better meet user expectations.

6.2 Identify product functions and features

  • According to the results of user research, determine the functions and characteristics of the product to meet the needs and pain points of users. For example, if user research has higher requirements for product ease of use and simplicity, then the product design team can provide high-quality product interface and interaction design to provide high product ease of use and operability.

6.3 Iterative Design

  • User research is an ongoing process, and the product design team should incorporate user feedback and opinions into product design and iteratively design. For example, if user feedback indicates that there is a problem with a certain feature of the product, then the design team can redesign that feature to improve user experience and satisfaction.

6.4 Conduct prototype testing

  • In the early stage of product design, prototype testing can be used to verify the feasibility and user satisfaction of the design scheme. For example, prototype testing can be used to test the product's interaction process, interface design, etc., to obtain user feedback and opinions, and to make improvements.

6.5 Conduct user testing

  • In later stages of product development, user testing can be used to verify the usability and user experience of the product. For example, you can invite some representative users to participate in product testing to obtain their feedback and opinions, and to improve the product.

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Origin blog.csdn.net/weixin_62909516/article/details/131181367