7 Great, Tried and Tested UX Research Techniques
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UX (user experience) research is the systematic study of target users and their requirements, to add realistic contexts and insights to design processes. UX researchers adopt various methods to uncover problems and design opportunities. Doing so, they reveal valuable information which can be fed into the design process.
See why UX research is a critical part of the UX design process.
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Copyright holder: Unsplash. Copyright terms and license: CCO Public Domain. Link: https://pixabay.com/en/clay-hands-sculpting-art-69...
Copyright holder: Unsplash. Copyright terms and license: CCO Public Domain. Link: https://www.pexels.com/photo/man-in-black-shirt-an...
Copyright holder: Indecent Proposer. Copyright terms and license: CC BY-NC 2.0 Link: https://www.flickr.com/photos/indecent_proposal/14...
Copyright holder: Anna Langova. Copyright terms and license: CC0 1.0 Link: http://www.publicdomainpictures.net/view-image.php...
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When you do UX research, you’ll be better able to give users the best solutions—because you can discover exactly what they need. You can apply UX research at any stage of the design process. UX researchers often begin with qualitative measures, to determine users’ motivations and needs. Later, they might use quantitative measures to test their results. To do UX research well, you must take a structured approach when you gather data from your users. It’s vital to use methods that 1) are right for the purpose of your research and 2) will give you the clearest information. Then, you can interpret your findings so you can build valuable insights into your design.
“I get very uncomfortable when someone makes a design decision without customer contact.”
– Dan Ritzenthaler, Senior Product Designer at HubSpot
We can divide UX research into two subsets:
Qualitative research – Using methods such as interviews and ethnographic field studies, you work to get an in-depth understanding of why users do what they do (e.g., why they missed a call to action, why they feel how they do about a website). For example, you can do user interviews with a small number of users and ask open-ended questions to get personal insights into their exercise habits. Another aspect of qualitative research is usability testing, to monitor (e.g.) users’ stress responses. You should do qualitative research carefully. As it involves collecting non-numerical data (e.g., opinions, motivations), there’s a risk that your personal opinions will influence findings.
Quantitative research – Using more-structured methods (e.g., surveys, analytics), you gather measurable data about what users do and test assumptions you drew from qualitative research. For example, you can give users an online survey to answer questions about their exercise habits (e.g., “How many hours do you work out per week?”). With this data, you can discover patterns among a large user group. If you have a large enough sample of representative test users, you’ll have a more statistically reliable way of assessing the population of target users. Whatever the method, with careful research design you can gather objective data that’s unbiased by your presence, personality or assumptions. However, quantitative data alone can’t reveal deeper human insights.
We can additionally divide UX research into two approaches:
Attitudinal – you listen to what users say—e.g., in interviews.
Behavioral – you see what users do through observational studies.
When you use a mix of both quantitative and qualitative research as well as a mix of attitudinal and behavioral approaches, you can usually get the clearest view of a design problem.
The Nielsen Norman Group—an industry-leading UX consulting organization—identifies appropriate UX research methods which you can use during a project’s four stages. Key methods are:
Discover – Determine what is relevant for users.
Contextual inquiries – Interview suitable users in their own environment to see how they perform the task/s in question.
Diary studies – Have users record their daily interactions with a design or log their performance of activities.
Explore – Examine how to address all users’ needs.
Card sorting – Write words and phrases on cards; then let participants organize them in the most meaningful way and label categories to ensure that your design is structured in a logical way.
Customer journey maps – Create user journeys to expose potential pitfalls and crucial moments.
Test – Evaluate your designs.
Usability testing – Ensure your design is easy to use.
Accessibility evaluations – Test your design to ensure it’s accessible to everyone.
Listen – Put issues in perspective, find any new problems and notice trends.
Surveys/Questionnaires – Use these to track how users’ feel about your product.
Analytics – Collect analytics/metrics to chart (e.g.) website traffic and build reports.
Whichever UX research method you choose, you need to consider the pros and cons of the different techniques. For instance, card sorting is cheap and easy, but you may find it time-consuming when it comes to analysis. Also, it might not give you in-depth contextual meaning. Another constraint is your available resources, which will dictate when, how much and which type of UX research you can do. So, decide carefully on the most relevant method/s for your research. Moreover, involve stakeholders from your organization early on. They can reveal valuable UX insights and help keep your research in line with business goals. Remember, a design team values UX research as a way to validate its assumptions about users in the field, slash the cost of the best deliverables and keep products in high demand—ahead of competitors’.
User research methods have different pros and cons,and vary from observations of users in context to controlled experiments in lab settings.
For a thorough grasp of UX research, take our course here: https://www.interaction-design.org/courses/user-research-methods-and-best-practices
Read an extensive range of UX research considerations, discussed in Smashing Magazine: https://www.smashingmagazine.com/2018/01/comprehensive-guide-ux-research/
See the Nielsen Norman Group’s list of UX research tips: https://www.nngroup.com/articles/ux-research-cheat-sheet/
Here’s a handy, example-rich catalogue of UX research tools: https://blog.airtable.com/43-ux-research-tools-for-optimizing-your-product/
Here’s the entire UX literature on UX Research by the Interaction Design Foundation, collated in one place:
Take a deep dive into UX Research with our course User Experience: The Beginner’s Guide .
If you’ve heard the term user experience design and been overwhelmed by all the jargon, then you’re not alone. In fact, most practicing UX designers struggle to explain what they do!
“[User experience] is used by people to say, ‘I’m a user experience designer, I design websites,’ or ‘I design apps.’ […] and they think the experience is that simple device, the website, or the app, or who knows what. No! It’s everything — it’s the way you experience the world, it’s the way you experience your life, it’s the way you experience the service. Or, yeah, an app or a computer system. But it’s a system that’s everything.”
— Don Norman, pioneer and inventor of the term “user experience,” in an interview with NNGroup
As indicated by Don Norman, User Experience is an umbrella term that covers several areas. When you work with user experience, it’s crucial to understand what those areas are so that you know how best to apply the tools available to you.
In this course, you will gain an introduction to the breadth of UX design and understand why it matters. You’ll also learn the roles and responsibilities of a UX designer, how to confidently talk about UX and practical methods that you can apply to your work immediately.
You will learn to identify the overlaps and differences between different fields and adapt your existing skills to UX design. Once you understand the lay of the land, you’ll be able to chart your journey into a career in UX design. You’ll hear from practicing UX designers from within the IxDF community — people who come from diverse backgrounds, have taught themselves design, learned on the job, and are enjoying successful careers.
If you are new to the Interaction Design Foundation, this course is a great place to start because it brings together materials from many of our other courses. This provides you with both an excellent introduction to user experience and a preview of the courses we have to offer to help you develop your future career. After each lesson, we will introduce you to the courses you can take if a specific topic has caught your attention. That way, you’ll find it easy to continue your learning journey.
In the first lesson, you’ll learn what user experience design is and what a UX designer does. You’ll also learn about the importance of portfolios and what hiring managers look for in them.
In the second lesson, you’ll learn how to think like a UX designer. This lesson also introduces you to the very first exercise for you to dip your toes into the cool waters of user experience.
In the third and the fourth lessons, you’ll learn about the most common UX design tools and methods. You’ll also practice each of the methods through tailor-made exercises that walk you through the different stages of the design process.
In the final lesson, you’ll step outside the classroom and into the real world. You’ll understand the role of a UX designer within an organization and what it takes to overcome common challenges at the workplace. You’ll also learn how to leverage your existing skills to successfully transition to and thrive in a new career in UX.
You’ll be taught by some of the world’s leading experts. The experts we’ve handpicked for you are:
Alan Dix, Director of the Computational Foundry at Swansea University, author of Statistics for HCI: Making Sense of Quantitative Data
Ann Blandford, Professor of Human-Computer Interaction at University College London
Frank Spillers, Service Designer, Founder and CEO of Experience Dynamics
Laura Klein, Product Management Expert, Principal at Users Know, Author of Build Better Products and UX for Lean Startups
Michal Malewicz, Designer and Creative Director / CEO of Hype4 Mobile
Mike Rohde, Experience and Interface Designer, Author of The Sketchnote Handbook: The Illustrated Guide to Visual Note Taking
Szymon Adamiak, Software Engineer and Co-founder of Hype4 Mobile
William Hudson, User Experience Strategist and Founder of Syntagm
Throughout the course, we’ll supply you with lots of templates and step-by-step guides so you can start applying what you learn in your everyday practice.
You’ll find a series of exercises that will help you get hands-on experience with the methods you learn. Whether you’re a newcomer to design considering a career switch, an experienced practitioner looking to brush up on the basics, or work closely with designers and are curious to know what your colleagues are up to, you will benefit from the learning materials and practical exercises in this course.
You can also learn with your fellow course-takers and use the discussion forums to get feedback and inspire other people who are learning alongside you. You and your fellow course-takers have a huge knowledge and experience base between you, so we think you should take advantage of it whenever possible.
You earn a verifiable and industry-trusted Course Certificate once you’ve completed the course. You can highlight it on your resume, LinkedIn profile or website.