{"id":14828,"date":"2016-08-19T16:49:50","date_gmt":"2016-08-19T23:49:50","guid":{"rendered":"https:\/\/www.uxpin.com\/studio\/?p=14828"},"modified":"2020-04-22T06:36:06","modified_gmt":"2020-04-22T13:36:06","slug":"ux-case-study-dogfooding-products-cant-test-users","status":"publish","type":"post","link":"https:\/\/www.uxpin.com\/studio\/blog\/ux-case-study-dogfooding-products-cant-test-users\/","title":{"rendered":"UX Case Study: Dogfooding Products When You Can\u2019t Test With Users"},"content":{"rendered":"<p>Fitting user testing into a two-week sprint isn\u2019t the easiest task. In my experience, that\u2019s usually an understatement.<\/p>\n<p>The window of opportunity to act on insights rapidly shrinks until you\u2019re suddenly faced with a \u201clast resort\u201d situation\u2014needing input but unable to observe users with the product.<\/p>\n<p>When you need feedback but access to your customers isn\u2019t possible or time is short, testing with internal users (surrogate testers) may prove more valuable than you expect. At some point, you <em>will<\/em> need to test actual users, but internal stand-ins help you gain momentum until then.<\/p>\n<p>To evaluate when and how internal testing should happen (and steer clear of the pitfalls), here\u2019s how to get started.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14829\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image07-5.png\" alt=\"Internal testing surrogates\" width=\"667\" height=\"382\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image07-5.png 667w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image07-5-524x300.png 524w\" sizes=\"auto, (max-width: 667px) 100vw, 667px\" \/><\/p>\n<p><em>\u201cInternal testing surrogates can give you great feedback on the functionality and sentiment surrounding your designs\u201d<\/em><\/p>\n<h2>When Does Dogfooding Make Sense?<\/h2>\n<p>Internal user testing (dogfooding) is most valuable when there\u2019s greater concern for qualitative feedback and less for validity.<\/p>\n<p>As shown by Slack\u2019s design process in the <a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/real-life-ux-process\/\">Real-Life UX Processes e-book<\/a>, dogfooding is all about cost- and time-conscious design insights.<\/p>\n<p>Is your project right for internal testing? Make sure it falls in line with these criteria.<\/p>\n<ul>\n<li>If the product is very general or covers a very wide range of the market.<\/li>\n<li>Your co-workers resemble your user personas.<\/li>\n<li>A concept needs functional testing to validate if the interactions work as designed.<\/li>\n<li>You need to map participants\u2019 mental models of use with the product.<\/li>\n<li>You need buy-in from stakeholders to understand how people might react to your designs.<\/li>\n<li>You need quick wins to justify the budget for formal user research.<\/li>\n<\/ul>\n<p>Remember, your goal is to get results quickly. Don\u2019t spend hours on data only your desk drawer will see.<\/p>\n<h2>Eating Our Own Dogfood<\/h2>\n<p>One of the biggest challenges we faced as a team on <a href=\"https:\/\/www.bostonglobe.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">BostonGlobe.com<\/a> is understanding how readers consume digital news. We needed to present the breadth of our content in an appealing way to maximize recirculation (percentage of users who read more than one article per visit).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14830\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image00-15.png\" alt=\"understanding how readers consume digital news\" width=\"764\" height=\"430\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image00-15.png 1215w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image00-15-533x300.png 533w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image00-15-768x432.png 768w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image00-15-1024x576.png 1024w\" sizes=\"auto, (max-width: 764px) 100vw, 764px\" \/><\/p>\n<p>For a recent internal test of a new \u201cSports\u201d vertical on Boston Globe.com, we conducted mobile testing on 17 candidates internally sourced from 13 different departments. Participants were asked to complete prompted tasks and open-ended questions. We also asked them to rate the usefulness, effectiveness, and desirability of features.<\/p>\n<p><em>For this project we needed a way to test functionality around new navigation that uses Red Sox, Patriots, Celtics, and Bruins logos as navigation elements (to drive more circulation between team fronts) and a fly-in menu bottom with additional articles to drive recirculation.<\/em><\/p>\n<p><a href=\"https:\/\/uxmag.com\/articles\/the-rite-way-to-prototype\">RITE testing<\/a> (Rapid Iterative Testing and Evaluation) was also used to test alternative designs. We then collected reactions (feature and product level) in the form of a product reaction scale and adjectives, which we visualized in a word cloud.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14831\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image01-13.png\" alt=\"Rapid Iterative Testing and Evaluation\" width=\"770\" height=\"480\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image01-13.png 884w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image01-13-481x300.png 481w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image01-13-768x479.png 768w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image01-13-290x180.png 290w\" sizes=\"auto, (max-width: 770px) 100vw, 770px\" \/><\/p>\n<p><em>Mobile sports section features tested and ratings by feature<\/em><em>\f<\/em><\/p>\n<h2>The Results Of Our Internal Test<\/h2>\n<p>The results of our internal testing (example tables below with ratings for each feature) showed a number of areas for UX improvements.<\/p>\n<h3>Navigation<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14833\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image14.gif\" alt=\"Navigation User Testing\" width=\"292\" height=\"816\"><\/p>\n<p><em>A fully functional prototype used for testing was built to test the major features and variations in the recirculation button and gauge reaction before product launch.<\/em><\/p>\n<h3>Navigation Ratings<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14834\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image04-1.jpg\" alt=\"Navigation Ratings User Testing\" width=\"721\" height=\"133\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image04-1.jpg 1230w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image04-1-700x129.jpg 700w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image04-1-768x142.jpg 768w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image04-1-1024x189.jpg 1024w\" sizes=\"auto, (max-width: 721px) 100vw, 721px\" \/><\/p>\n<p><em>The rating table covers the three UX benchmarks: usefulness, effectiveness and in this case. I chose desirability instead of satisfaction because asking participants if something is satisfying sets a sub-standard bar for the quality of the feature or product. Instead, we aim for delight.<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14835\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image11.png\" alt=\"Word cloud used to visualize common words used in qualitative user feedback\" width=\"377\" height=\"375\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image11.png 708w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image11-301x300.png 301w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image11-200x200.png 200w\" sizes=\"auto, (max-width: 377px) 100vw, 377px\" \/><\/p>\n<p><em>Word cloud used to visualize common words used in qualitative user feedback.<\/em><\/p>\n<p>Findings<\/p>\n<ul>\n<li>No clear indication of section front. If a user comes in on a featured article<\/li>\n<li>Participants described the feeling of being trapped or limited if not looking for the big four Boston teams.<\/li>\n<\/ul>\n<h3>Infographics<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14836\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image09-3.png\" alt=\"Infographics User Testing\" width=\"372\" height=\"252\"><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14837\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image08.jpg\" alt=\"Differences in your sample size between tests\" width=\"722\" height=\"132\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image08.jpg 1230w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image08-700x128.jpg 700w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image08-768x140.jpg 768w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image08-1024x187.jpg 1024w\" sizes=\"auto, (max-width: 722px) 100vw, 722px\" \/><\/p>\n<p><em>Differences in your sample size between tests can skew your results. Don\u2019t trust the data alone to inform design decisions. Proper due diligence includes checking your qualitative data and adjectives for a complete product perspective.<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14838\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image13.png\" alt=\"Feedback word cloud\" width=\"369\" height=\"364\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image13.png 711w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image13-304x300.png 304w\" sizes=\"auto, (max-width: 369px) 100vw, 369px\" \/><\/p>\n<p><em>Feedback word cloud<\/em><\/p>\n<h3>Findings<\/h3>\n<ul>\n<li>Participants thought the infographics default state should be visible without having to click to view.<\/li>\n<li>Participants overlooked the infographics, often confusing them<br \/>\nfor advertisements.<\/li>\n<\/ul>\n<h3>Recirculation Button<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14839\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image12.jpg\" alt=\"Recirculation Button\" width=\"183\" height=\"54\"><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14840\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image02-1.jpg\" alt=\"Recirculation button survey\" width=\"721\" height=\"132\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image02-1.jpg 1230w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image02-1-700x128.jpg 700w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image02-1-768x140.jpg 768w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image02-1-1024x187.jpg 1024w\" sizes=\"auto, (max-width: 721px) 100vw, 721px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14841\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image10-2.png\" alt=\"Recirculation feedback word cloud\" width=\"374\" height=\"391\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image10-2.png 691w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image10-2-287x300.png 287w\" sizes=\"auto, (max-width: 374px) 100vw, 374px\" \/><\/p>\n<ul>\n<li><strong>4\/17<\/strong> people describe this feature with <strong>negative<\/strong> comments<\/li>\n<li><strong>16\/17<\/strong> participants <strong>noticed and understood<\/strong> how the navigation worked at first glance <em>(their mental model matched the interaction)<\/em><\/li>\n<li>Slowing down the animation between the sections helped to communicate different states<strong>.<\/strong><\/li>\n<\/ul>\n<p>Participants found it difficult to recognize the difference between an article they chose to read and a truncated article that served as a landing page (truncated article with recirculation articles at the top of the page). Furthermore, if a reader had chosen the same article as the featured article the hero images were the same so there was some confusion understanding the differences between these pages. If a reader clicked the section logo it would take them to the same article only truncated. Participants explained they expected to see a team landing page which from a UX perspective makes sense because participants didn\u2019t automatically understand that the article was serving as the landing page. To them, it just looked like another article.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14842\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image03.jpg\" alt=\"Positive to negative word association based on adjectives in user feedback\" width=\"660\" height=\"496\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image03.jpg 660w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/08\/image03-399x300.jpg 399w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p><em>Positive to negative word association based on adjectives in user feedback.<\/em><\/p>\n<h2>How We Pivoted<\/h2>\n<p>Like many companies that are dealing with time constraints ultimately it was decided to release an MVP to get the product out and see how our readers responded. Once the design was out in the wild our team waited and looked at a two-week post-launch analytics report and a feedback form that was launched at the same time.<\/p>\n<p>What we found was a bit disheartening when we discovered that exit rates increased on sub-section fronts. While the results were not what we had hoped for they still served as an important lesson to test as early as possible. The later you test, the more difficult it becomes to adapt and pivot.<\/p>\n<p>The report validated many of the concerns from our testing results. For example, the recirculation button was clicked on less than 1% of articles and our testing showed that participants didn\u2019t find the recirculation button a valuable feature and many didn\u2019t understand or use positive adjectives to describe their experience. 3\/17 people understood this feature at first glance and 81% or 22\/27 had negative comments about the feature.<\/p>\n<p>Luckily, as we launched iterations of the recirculation feature, qualitative feedback improved alongside the quantitative feedback. The language participants used to describe features started changing. Words like \u201csimple\u201d and \u201ceasy began to spring up which also corresponded with the ratings scales for gathering quantitative feedback.<\/p>\n<h2>How to Run Insightful Internal Testing<\/h2>\n<p>The secret is maintaining momentum.<\/p>\n<p>Think about testing like an iterative sketch. Your test won\u2019t be perfect \u2013 but remember, the clock is ticking. Test your prototypes with coworkers that possess varying and often overlapping needs\u2014just like your real users.<\/p>\n<h3>Minimum number of coworkers to test<\/h3>\n<p>While the <a href=\"http:\/\/www.nngroup.com\/articles\/why-you-only-need-to-test-with-5-users\/\" target=\"_blank\" rel=\"noopener noreferrer\">minimum is 5<\/a>, I try to use common sense.<\/p>\n<p>Our team recently reduced the participants from 25 to 15 without loss in the quality of insights. We also recruited across different business segments to give the test as much variability as we needed.<\/p>\n<h3>Frequency of Internal Testing<\/h3>\n<p>Besides A\/B testing, we run internal tests on nearly all features in our product roadmap. The length of tests depends on the complexity of the problem. We normally run testing in blocks \u2013 for this project, we ran our test over three days.<\/p>\n<p>Now, we typically start testing with lo-fi prototypes during concept exploration. We iterate almost immediately after the first test to prepare for our second round. We may test up to three different iterations in the first round.<\/p>\n<p>For example, we may test a button with an icon with one participant, and one with text on the next participant. If a design is glaringly problematic, simply omit it from the testing as soon as a pattern supports your assumption.<\/p>\n<p>Most of the time, issues will surface after the first few participants. We also found it best to debrief after each session instead of hours later when you\u2019re trying to recall important points from notes or recordings.<\/p>\n<h2>Takeaways<\/h2>\n<p>In closing, let\u2019s review the benefits of internal testing:<\/p>\n<ul>\n<li><strong><strong>Backing for UX initiatives. <\/strong>When new to a role, you need to quickly show the value of your work. By sharing your knowledge of testing with those around you, they become \u201ctrue believers\u201d in your work.<\/strong><\/li>\n<li><strong>Speed of delivery.<\/strong> Testing your prototypes on internal users helps you iron out issues quickly. All your results will be compiled quickly and summaries can be written at the end (preferably immediately post-testing), and then compiled in a summary in one day.<\/li>\n<li><strong>Education and feedback.<\/strong> Internal testing with surrogates helps you it i cterate and understand the strengths and weaknesses of your own testing processes.<\/li>\n<li><strong><strong>Saves time and money. <\/strong>Show your stakeholders the quick wins. When managers see tangible results at little to no cost, you\u2019re in a better position to sell them on a test with real users.<\/strong><\/li>\n<\/ul>\n<p>For advice on testing with users, I highly recommend checking out <a href=\"https:\/\/studio.uxpin.com\/ebooks\/guide-to-usability-testing\/\">The Guide To Usability Testing<\/a> by <a href=\"https:\/\/www.uxpin.com\/\">UXPin<\/a>.<\/p>\n<p>You\u2019ll find useful tips, as well as guidelines and pitfalls you may encounter along the way.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A UX case study based on the recent redesign of the Boston Globe website. <\/p>\n","protected":false},"author":116,"featured_media":14843,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,21,6],"tags":[],"class_list":["post-14828","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-usability-2","category-ux-design"],"yoast_title":"","yoast_metadesc":"Having a hard time getting access to your customers and time is short? Test with internal users! Discover this agile approach to user feedback!","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>UX Case Study: Dogfooding Products When You Can\u2019t Test With Users | UXPin<\/title>\n<meta name=\"description\" content=\"Having a hard time getting access to your customers and time is short? Test with internal users! 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