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Best Practices From 10 Years of
Remote UX Research
thx
UX Research
vs.
Remote UX Research
vs.
User Research
Watching people use
interfaces in order to
design better interfaces
60 YEARS AGO
LET’S
RECORDHUMANSUSING
INTERFACES
30 YEARS AGO
Vs.
10 YEARS AGO
1% 

Humans
observing
humans
99% 

Data
• UX Research (Facebook, Google)
• Experience Research (AirBnB)
• Insights (Netflix)
• Design Research (Uber)
• User Research (So Many People)
INTERCHANGEABLE TERMS
Best Practices From 10 Years of Remote Research
Analytics
Data Science
Quantitative
Research
User Research
UX Research
Usability
User Research
1:1 Observation
Lean Research
TEXT
Geography of remote UX Research
Best Practices From 10 Years of Remote Research
Btw I’m Nate Bolt
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
PLEASE BUY
THIS BOOK
Best Practices From 10 Years of Remote Research
ethn.io
How To
Plan, Recruit, and Conduct
Remote UX Research
Best Practices From 10 Years of Remote Research
1. Ask the right questions


AKA Conversations with Stakeholders
Figuring out the right
question(s) is tricky
Quantitative research lets us
test our assumptions, and
qualitative research lets us find
out what we don't know.
“
”
What do our customers/
users/humans want?
“
”
• Remoteresear.ch site
• Mental Models by Indi Young
• Just Enough Research by Erika Hall
• Cognition in The Wild by Ed Hutchins
• Complete Beginner's Guide to Design Research
• Observing the User Experience: A Practitioner's
Guide to User Research
A Deeper Read
2. Try to Incorporate Data
•Surveys
•Experiments (A/B, etc)
•System data
•Purchase Behavior
3. Identify
Testing
Goals
What do our customers/
users/humans want?
“
”
(and write
them down in
a G&O and
then in a
Moderator
Script)
remoteresear.ch/category/samples
3. Recruit real humans
ethn.io
The Recruiting
Spectrum
Grab Someone
in Your Office
Live Customer
Intercept
Recruiting
Agency
4. Combine Tools & Methods
Observe Behavior
5. Collaborate don’t
report
And how does this fit into the
design process?
Understand
Prototype
Build
Understand
• review existing research
• focus groups
• interviews
• ethnography
• surveys
• card sorts
• data analysis
• diary studies
Prototype
• participatory design
• collaborative design
• brainstorming techniques
• heuristic evaluation
• paper prototype testing
• static mock testing
Build
• usability testing
• heuristic evaluation
• diary study
• A/B test
• field testing
1. Identify Testing Goals
2. Incorporate Data
3. Recruit Real Humans
4. Combine tools & methods
5. Collaborate Don’t Report
How To
Plan, Recruit, and Conduct
Remote UX Research
Pitfalls
And Now Some Common
Decision Theory & Adaptive Systems Group
Best Practices From 10 Years of Remote Research
• Hypothetical Questions
• A False Premise
• Opinions are worthless
Some Common
Pitfalls
of Remote UX Research
• Behavior
• Context
• Behavior
Best Practices From 10 Years of
Remote UX Research
• Bandwidth (games)
• Security (prototypes)
• Translation (time)
• Rapport (lacking)
Even More
Pitfalls
How&When to Run Rapid
Remote UX Research
Best Practices From 10 Years of Remote Research
46 Million Americans
That’s 22 Million Households
15% of the country
Best Practices From 10 Years of Remote Research
Now what percentage of
those 46 million were
employed within a year of
receiving food assistance?
> 80%
So these are working
people. People with
families. Teachers, etc.
How do they apply?
90 Minutes / 53 Days
up to
Alan Williams
Design Lead, SNAP
Caroline Hays
Health Focus Area Intern
Jacob Soloman
Policy analyst and project manager
SNAP(Supplemental Nutrition Assistance Program)
Let’s Try the Interface for a
Application
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
Just Stop
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
30 phone interviews
10 minutes each
58 unique experiences in California
And 15 Follow-Up Phone
Interviews
Quant & Qual
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
11 Minutes / 53 Days (?)
• 30 Remote Interviews
• Real context
• 15 Follow-Ups
• Little to No Report
• Input straight to designer & engineer
Best Practices From 10 Years of
Remote UX Research
• Easy, cheap, & fast phone interviews
• Quick “Guerilla” Human Observation
• No statistical significance
• Behavior repeats over small samples
• Combine with other inputs
Best Practices From 10 Years of
Remote UX Research
Top Tools for
Remote UX Research
“At least a little
behavioral”
- Marv
Surveys.
Web Analytics.
Five Categories
•Mobile (spans other categories)
•Moderated (screen-sharing + audio)
•Self-moderated (usertesting.com)
•Automated (loop11, usabilla)
•Fancy Analytics on Steroids (crazyegg)
remoteresear.ch/tools
Conceptual
For A Long Time
Self-Moderated
Moderated
Web Analytics
Automated Static
Automated Live
Tasks On Concepts
For A Long Time
People Talk To A Machine
Talk To People
Fancy-Ass Analytics
Task Bar On Images
Task Bar On A Live Site
I.A. & Navigation
For Ad Agencies
Ammunition
Insight
Just Better Analytics
Still More Ammunition
More Ammunition
Conceptual
For A Long Time
Self-Moderated
Moderated
Web Analytics
Automated Static
Automated Live
Deep Behavioral
Ux Insight
Opinions
Conceptual
For A Long Time
Self-Moderated
Moderated
Web Analytics
Automated Static
Automated Live
Ad Agencies
Love It
Conceptual
For A Long Time
Self-Moderated
Moderated
Web Analytics
Automated Static
Automated Live
USABILLA
Clicks & Questions
Heatmaps
You do your own recruiting
$49 - $199
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
ethn.io
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
Best Practices From 10 Years of Remote Research
If NASA can do
THIS from 153
million miles
away, we can
meet our users
where they are,
even if we’re a
couple thousand
miles away.
Thanks for attending
Go run some awesome remote UX research
fin.
• Remoteresear.ch site
• Mental Models by Indi Young
• Just Enough Research by Erika Hall
• Cognition in The Wild by Ed Hutchins
• Complete Beginner's Guide to Design Research
• Observing the User Experience: A Practitioner's
Guide to User Research
A Deeper Read
nate@ethn.io
@ethnio
Nate Bolt

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Best Practices From 10 Years of Remote Research