Cogia Intelligence UX Research
Transcription
Cogia Intelligence UX Research
Cogia Intelligence UX Research with Card Sorting B y: Miguel Medina, UX/UI Designer at UXClinic m [email protected] Stakeholders: Pascal Lauria August, 2015 theuxclinic.com © Nearsoft, Inc. All rights reserved. Background. Cogia Intelligence is a powerful web and social media monitoring system. It searches for relevant content in the web, but can also find unstructured data. The system has around 20 different types of widgets and each functions as a different analytical possibility. The web app’s numerous features make users feel confused and overwhelmed. The challenge is to visualize the complexity of their data in an easy and intuitive way. Current Dashboard of Cogia Intelligence. theuxclinic.com © Nearsoft, Inc. All rights reserved. Scope. Discover how to improve the information structure in the Cogia Intelligence App Research Questions. 1. 2. 3. 4. 5. What are users’ impressions when using Cogia Intelligence for the first time? What do users perceive to be Cogia Intelligence value proposition? How do users feel when using the app? Why are users frustrated when using the app? How can we encourage users to keep using the tool? Who tested Cogia Intelligence What Participants Did Seven users were recruited following the market research profile. A Card Sorting session was ran to see how they arranged and interpret the information. -Create groups with the information ( Cogia Intelligence features ) -Create sub-groups with the information -Create, and name dashboards Main characteristics of the participants: -Social Media Managers -Marketing & Sales -Age 30-50; -Never used Cogia Intelligence before -Cogia Intelligence Active users Our aim was to discover what kind of information made more sense for users and how they expect to have the data structured when using Cogia Intelligence. theuxclinic.com © Nearsoft, Inc. All rights reserved. How we interpreted it Methodology: Affinity Diagram Affinity Diagram is a process used to cluster observations and insights from research. Designers will capture observations, concerns, or requirements on individual sticky notes. The design implication of each idea can then be fully considered on its own. Notes are then clustered based on affinity, selected considering research-based themes. theuxclinic.com © Nearsoft, Inc. All rights reserved. Findings During our preliminary research we found valuable information regarding the opportunity areas that Cogia had at the time . We focused on the most important insights and translated them into design features. Interaction Insights We divided the Interaction process in the interactions users had to face in order to complete specific tasks. We focused on the following main breakdowns: 1. Too Much Information In The Dashboard: During our Card Sorting activity, some participants felt Our users’ first impression was that Cogia was just overwhelmed and frustrated about the huge amount of too complex to use. They found the widgets too hard information they had to group. They often didn't know to configure. Understanding and making sense of the where to start translating the data into meaningful data displayed was very difficult. Users weren’t able to take compositions. advantage of the dashboard’s capabilities. Causing a lack of engagement when using the app. We learned a valuable insight: users navigate the data from the general to the specific. One of the users mentioned, “ I wanna know first what the world thinks, then specifically who thinks what.” theuxclinic.com © Nearsoft, Inc. All rights reserved. 2. Too Much Information In The Dashboard: Widgets display too many options and configurations in a very reduced space. It’s troublesome for users navigate them correctly. They spent a great amount of time trying to figure out what each option is for. This slowed their workflow and made it impossible for them to take advantage of all the tools. UX Solutions 1. Workspaces to distill data from top-down ( general to specific ) Insight: Users feel overwhelmed by the amount of data they are accessing, having a lack of engagement with Cogia’s powerful tools. Recurring User Phrase: “I like to navigate from general to specific. I wanna know first what the world thinks, then specifically who thinks what.” UX Solution: Creating workspaces to navigate Cogia’s system. Workspaces are dashboards with specific characteristics depending on what kind of analysis the user wants to make. Selecting a workspace gives the user access to a set of specific widgets, related to the strategy they want to apply on a campaign. This way users have the option of distilling and making sense of the data they access from top to down. i.e. from general to the specific information. The preset Market Research workspace will have widgets such as benchmark, sentiment timeline and opinion leaders. This will allow the user to start the analysis faster, easing the time spent trying to find the right tool within the system. theuxclinic.com © Nearsoft, Inc. All rights reserved. User selecting a workspace. *Users will select the workspace that works best for their analysis. theuxclinic.com © Nearsoft, Inc. All rights reserved. 2. Default Dashboards and Widgets Expectation: Users expected to understand how to configure and use widgets. UX Solution: Once the user understands workspace he will be able to create his own dashboards and try different approaches with widgets. Exploring different ways to improve results and test widgets in different scenarios will be a common practice. Our proposal includes a balanced setup for widgets displaying what the user needs at a given time. Some of the options include the configuration, information, download as report, and the full screen tools. By reducing the amount of tools per widget, users won't be distracted by them and will have the option to configure the tools just by clicking the configuration icon. Another feature related to different scenarios is the compare dashboards button. It will be possible to analyze several dashboards at the same time in the same area. Simplification is a given since the metrics will be displayed side by side. When adding a new dashboard for comparison, the grid will adapt and rearrange automatically to make it fit. The information will be adjusted to be easily compared. Market Research dashboard including a balanced setup for widgets. theuxclinic.com © Nearsoft, Inc. All rights reserved. 3. Feedback from the system Insight: Users did not have an easy way to find how features work. Expectation: Users expected feedback that would guide them to the next step of the process. UX Solution: The user will obtain feedback from the system. Widgets will help them achieve goals with new approaches. This will lead them to explore the system deeply, knowing what could help them do a better job. theuxclinic.com © Nearsoft, Inc. All rights reserved. Next Steps / Recommendations User Experience is a factor we should always keep in mind. User research and interpretation is a constant process that accompanies the lifetime of a software product. Users will shape your product to their needs and wants if only you listen to them. As a starting point, we should take action in the following opportunity areas: he UX Clinic team plans to work toward the following T activities/outcomes: -Create a task flow of how the features should unfold -Prototype and test the UX solutions with users to validate them -Create high fidelity ready to implement mockups -Iterate our UX research and uncover new opportunity areas to improve the experience You can save time and money by developing this features. We can call them "user proved". During our four week research we came to the conclusion that we can keep improving Cogia Intelligence if we create a long term relationship. Our primary objective is to: Discover how Cogia Intelligence can continuously engage users to increase retention. Through a thoughtful UX design that effectively reflects users’ needs and expectations. We would like to schedule a call to go over this details at length. For a formal proposal please do not hesitate to contact us! Sandra Vazquez, Business Developer [email protected] theuxclinic.com theuxclinic.com © Nearsoft, Inc. All rights reserved.