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a UX Approach to Metrics Measuring what Matters Sunday, April 19, 2015 | Kate Rutter | @katerutter

Measuring What Matters: A UX Approach to Metrics :: UX Days Tokyo [April 2015]

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UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

a UX Approach to MetricsMeasuring what Matters

Sunday, April 19, 2015 | Kate Rutter | @katerutter

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Letʼs get to know each otherAt each table...* name* role * your favorite superpower

Hello!5 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

@katerutter

tweet-friendly

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

I am not an expert on your business. You are.

My goal is to help you explorehow to measure how well your product

serves real humans...

so you can use metrics to design & improve the products you build.

What to expect...

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What to expect...We are going to be working fast.

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What to expect...

There is a purpose to this.I will push you to get something

down rapidly. In 1 day, youʼll learn how to create actionable, UX-centered metrics to

track progress of your product.

We are going to be working fast.

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What to expect...You will be working solo and in pairs.Note that these techniques are

very powerful in teams.

Weʼll keep talking to a minimum.(Happy to talk more after the workshop.)

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What to expect...You may not like the pace/process/

pressure/perspective, etc. etc.That is okay.

All I ask is that you keep an open mind and try it.

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

How do you measure UX

now?

10 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

UX + metrics=

<3

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

•Identify and design for key interactions that deliver measurable value to your users.

•Have a clear set of numbers that indicate progress.

•Know what interactions you need to track to measure user behaviors.

Why?

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Why this matters:“Over 10,000 downloads!”

“Avg time on site is 22 minutes!”

“+450 new sign-ins this week!”

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Why this matters:“Over 10,000 downloads!”

“Avg time on site is 22 minutes!”

“+450 new sign-ins this week!” FAIL

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Why this matters:“Over 10,000 downloads!”

“Avg time on site is 22 minutes!”

“+450 new sign-ins this week!” is this good?

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Product(black box)

Conversion Funnel

Traffic

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Product(black box)

Conversion Funnel

Traffic

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

~ Alistair Croll

Don’t just ask questions. Know how

the answers to the questions will

change your behavior.

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

A good metric is...

Clear & specificComparativeRate/RatioChanges your behavior

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What we will make

Snapshot

What people? What problems? What product?

How will we track progress?

Metric plan

What can a user do with our product?

Key use

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Make a product

snapshot

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Letʼs get warmed up

A product you work onAn idea for a new product

Pick an idea to use for the day

2 min

Task-a-Doodle

write it on a stickynoteor

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Create a Product Snapshot

Snapshot

What people? What problems? What product?

What can a user do with our product?

Key use

How will we track progress?

Metric plan

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

a mobile app for delegating tasks

Working parents with with kids

need to know when something’s done

Too much to do, not enough time

need to share tasks on the go

Task-a-doodle 4 19 2015

10 minWho are the people?

(the users)What problems do

they have?What is a proposed

solution?

Product Snapshot

BE SPECIFIC

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Is it clear?Is it specific?What can be improved?

Product Snapshot

Share as a pair

5 min(each)

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What you have now...

Snapshot

What people? What problems? What product?

What can a user do with our product?

Key use

How will we track progress?

Metric plan

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

theUX STACK

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

How do I KNOW IT’S WORKING?

I have a product.

so...

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Who is it for?

Why does it matter to them?

What can they do that they couldnʼt do before?

What features do they need to do that?

How do those features fit together?

Users

Needs & goals

Uses

Features

��

��

Product, brand & voice

�via @luxrco

UX elements

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Users

Needs & goals

Uses

Features

��

��

Product, brand & voice

� Features

Users

Uses

Product

Needs

via @luxrco

UX stack

via @luxrco

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Users

Needs & goals

Uses

Features

��

��

Product, brand & voice

� Features

Users

Uses

Product

NeedsCompany Purpose

via @luxrco

sketches, prototypes, pixelsUI

UX stack

via @luxrco

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Envision aKey Use

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Envision a Key Use

Snapshot

What people? What problems? What product?

What can a user do with our product?

Key use

How will we track progress?

Metric plan

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

via @luxrco

Features

Users

Uses

Product

NeedsCompany Purpose

via @luxrco

sketches, prototypes, pixelsUI

UX stack

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

An example from Foodspotting

6-up uses

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Envision 6 uses

sketch!Task-a-doodle, Mary

4 19 2015

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

30 sec

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Rapid SketchingStar people!

People, Context & Emotion

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

You can draw a person in 4 simple steps....Star People

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Star People in contextUse simple shapes to put a person in a place.

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

smile frown

up brows

neutral

down brows

no brows

add a mouth...

add eyebrows...

Expressions Matrix

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

2 min

Speed-sketch 10 star people!

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Key Uses 6-up

OK to be obvious

Task-a-doodle, Mary4 19 2015

•1 idea per panel•6 different ideas (not a sequence)•Sketch AND write

What can someone DO with your product?- Solves the problem- Addresses a need

10 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Key Use

•This is info transfer; not a new idea•Make the sketch clean & clear

Select one and redraw.

5 min

Task-a-doodle,Mary

4 19 2015

Share tasks with others.

What can someone DO with your product?

OK to be obvious

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What you have now...

Snapshot

What people? What problems? What product?

What can a user do with our product?

Key use

How will we track progress?

Metric plan

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Lunch!

http://www.g4tv.com/attackoftheshow/blog/post/715478/cutest-bento-boxes-for-geeks

1 hr

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Identify a Key Metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Identify a Key Metric

Snapshot

What people? What problems? What product?

What can a user do with our product?

Key use

How will we track progress?

Metric plan

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

a good metric... a great metric......makes you look at all the other metrics and say “none of those other numbers matter if we donʼt get this right first.”

...measures the usage of your product by a person. The usage should be specific to features that deliver value to your user.

vanity

total number of registered

users

unhelpful

sign-ups

% of users who share a

task 3+ times a day,per week

awesomebetter% of users who sign in 3+ times a

day,per week

good% of new users per

week

Metrics checklist

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Brainstorm 5 ideas for metrics

5 min

What could you count to make sure the Key Use is happening?

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Pick one to focus on 1 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

3. Is there an object basis?

• “per user” [ ___/user]• “per user per week” (fancy!)• Examples: per user, per session, or by interaction or item (messages per file, emails per thread)

* not required, but super-helpful

• “per week” [ ___/wk ]• “per month” [ ___/mo]2. Is there a time basis?

• “number of...” [ # ]• “average number of...” [avg ]• “percent of...” [ % ]

1. Does the metric begin with a number?

Make it awesome 5 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Share your workReview the snapshot &

use. Take 3 minutes to

confirm clarityPeers: make

recommendations

Share as a pair

5 min(each)

Key Metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

10 min

Questions & Discussion

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

% of users who wear a tie within one week of receiving it, per month.

% users who wear a received tie 3+ times/week, per week.

% users who purchase a tie 3 shipments in a row, per week.

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Put it on your dashboard 1 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Pick another one 1 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

3. Is there an object basis?

• “per user” [ ___/user]• “per user per week” (fancy!)• Examples: per user, per session, or by interaction or item (messages per file, emails per thread)

* not required, but super-helpful

• “per week” [ ___/wk ]• “per month” [ ___/mo]2. Is there a time basis?

• “number of...” [ # ]• “average number of...” [avg ]• “percent of...” [ % ]

1. Does the metric begin with a number?

Make it awesome 5 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Put it on your dashboard

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Break!

15 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

One more time 1 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

3. Is there an object basis?

• “per user” [ ___/user]• “per user per week” (fancy!)• Examples: per user, per session, or by interaction or item (messages per file, emails per thread)

* not required, but super-helpful

• “per week” [ ___/wk ]• “per month” [ ___/mo]2. Is there a time basis?

• “number of...” [ # ]• “average number of...” [avg ]• “percent of...” [ % ]

1. Does the metric begin with a number?

Make it awesome 5 min

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Share your workReview the snapshot &

use. Take 3 minutes to

confirm clarityPeers: make

recommendations

Share as a pair

5 min(each)

Key Metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Put it on your dashboard 1 min

Pick ONE to work on next

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What you have now...

Snapshot

What people? What problems? What product?

What can a user do with our product?

Key use

How will we track progress?

Metric plan

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Make a Plan

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Make a Metric Plan

Snapshot

What people? What problems? What product?

What can a user do with our product?

Key use

How will we track progress?

Metric plan

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Metrics Plan

•Set a goal•Set a time span•Think about how to collect the data

How will you track progress?

% of users who share a task 3+

times a day,per week

Capture clicks on “share now” - capture # of shares - timestamp each - capture by user ID (dump into raw data file) - use total # of users as base1. Calculate by day, # of users with 3+ shares from 12:00am - 11:59pm2. Use threshold of 3+ to order list3. # of users above threshold / Total # of users x 100 = %Week starts Monday @ 12:00am, ends Sunday @ 11:59pm

30%8 1 20155%

4 19 2015

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Metrics Plan

•Set a goal•Set a time span•Think about how to collect the data

How will you track progress?

% of users who share a task 3+

times a day,per week

Capture clicks on “share now” - capture # of shares - timestamp each - capture by user ID (dump into raw data file) - use total # of users as base1. Calculate by day, # of users with 3+ shares from 12:00am - 11:59pm2. Use threshold of 3+ to order list3. # of users above threshold / Total # of users x 100 = %Week starts Monday @ 12:00am, ends Sunday @ 11:59pm

30%8 1 20155%

4 19 2015

Capture clicks on “share now” - capture # of shares - timestamp each - capture by user ID (dump into raw data file) - use total # of users as base1. Calculate by day, # of users with 3+ shares from 12:00am - 11:59pm2. Use threshold of 3+ to order list3. # of users above threshold / Total # of users x 100 = %Week starts Monday @ 12:00am, ends Sunday @ 11:59pm

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Three ways to gather data: • Non-technical • Technical “by hand” • Instrumented with software

Instrumentationprocess of setting up the technology to capture the numbers that matter to you. This often means using an analytics package or writing custom code.

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Metrics Plan

•Set a goal•Set a time span•Think about how to collect the data

20 minHow will you track progress?

% of users who share a task 3+

times a day,per week

Capture clicks on “share now” - capture # of shares - timestamp each - capture by user ID (dump into raw data file) - use total # of users as base1. Calculate by day, # of users with 3+ shares from 12:00am - 11:59pm2. Use threshold of 3+ to order list3. # of users above threshold / Total # of users x 100 = %Week starts Monday @ 12:00am, ends Sunday @ 11:59pm

30%8 1 20155%

4 19 2015

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Pass your work1-minute “quiet read”

5 minutes of questions to confirm clarity and

then feedback.Peers: Offer help and

advice.

Share as a pair

15 min(total)

Metrics Plan

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What you have now...

Snapshot

What people? What problems? What product?

What can a user do with our product?

Key use

How will we track progress?

Metric plan

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Tracking over time

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Track over time

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Pull it all together.

Tell the story.

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

via @luxrco

Features

Users

Uses

Product

NeedsCompany Purpose

via @luxrco

sketches, prototypes, pixelsUI

UX stack

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

What you have now...

Snapshot

What people? What problems? What product?

What can a user do with our product?

Key use

How will we track progress?

Metric plan

What metric matters?

Key metric

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

This is [product name] .

* Minimum Viable Product

10 minMetrics Gallery

The metric & plan:

The value:

The idea...

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

10 min

Questions & Discussion

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Geek out & learn tons more

UX Days Tokyo | Measuring What Matters | @katerutter | APRIL 19, 2015

Kate Rutter@katerutterhttp://intelleto.com

Thanks!

UX Days Tokyo | Measuring What Matters | @katerutter | April 2015

Handouts

a UX Approach to Metrics

Measuring what Matters

UX Days Tokyo | Measuring What Matters | @katerutter | April 2015

Features

Users

Uses

Product

NeedsCompany Purpose

sketches, prototypes, pixelsUI

UX Stack

Product Snapshot

people

problem solution

have

addressesuse

Product name date

/ /

With _________________ , _________________ can...

Key Uses 6-up sketchesdate

/ /

With

can...

!

Key Usedate

/ /

6

a great metric......makes you look at all the other metrics and say “none of those other numbers matter if we donʼt get this right first.”

a good metric......measures the usage of the product by a person. The usage should be specific to features that deliver value to the user.

Making metrics actionable

vanity good betterunhelpful

total number of registered

users

% of users who share a

task 3+ times a day,

per week

sign-ups

awesome% of users who sign in 3+ times a

day,per week

% of new users per

week

Does the metric begin with a number?• “percent of...” [ % ]• “average number of...” [avg ]• “number of...” [ # ]

Is there a time basis?Is it comparative? • “per week” [ ___/wk ]• “per month” [ ___/mo]

Is there an object basis?* not required, but super-helpful• “per user” [ ___/user] • “per user per week” (fancy!)

1Metrics Check

2 3

metric

by

Goal

/ /

Notes

Metrics Dashboarddate

/ /

To assess progress, we will measure these metrics:

metric

by

Goal

/ /

Notes

metric

by

Goal

/ /

Notes

by

Goal

/ /

Key Metric plandate

/ /

To assess progress, we will measure this metric:

Measured

Baseline

Daily Weekly Monthly

Hereʼs how weʼll collect the data:

metric

Metric Tracker