EasyDoc Customer Usability Beta Testing Plan
- Megan Brehman (Unlicensed)
- Edson Tarqui (Unlicensed)
Owned by Megan Brehman (Unlicensed)
OBJECTIVES
Primary:
- Determine whether version 3.2.2 should lead with the process documenteter plugin or another feature
- Finalize the feature name
Secondary:
- Use Minimal Viable Research (smallest amt of research to yield valuable findings) to experiment with usability testing
METHODOLOGY
We're proposing a 2-part customer beta testing plan.
- Part 1 - Work with Support + Professional Services to recruit 10- 20 current enterprise customers. Invite customers to attend a private webinar about the plugin on Friday Dec 15 at 11AM EST. After the demo is complete, we will lead a discussion w/ prepared questions, to get feedback on the feature. During the demo, customers can also message us w/ questions. After the webinar is complete, we will have the participants fill out a short survey about the plugin and plugin name.
- Part 2 - Conduct remote usability testing with 3-5 customers who participated in Part 1. A week prior to testing, we will provide these participants with the plugin to install + WIKI documentation. The customer can try out the plugin prior to our research, and they are not required to. To conduct the usability test, we will screen share with the customer over Skype. We'll assign them a task to complete using the plugin. We will instruct them to walk us through their process, as we record their actions and our discussion. After they complete the task, we will ask them questions about their experience and thoughts.
COMPLETE
TASKS | RESPONSIBLE | DEADLINE | STATUS |
|---|---|---|---|
| Document survey and usability testing feedback | Megan | 12/18- 12/19 |  |
Analyze testing results | Edson/ Megan | 12/20- 12/21 | |
| Purchase TY gift cards | Edson/ Megan | 12/20 | |
Finalize plugin name results | Edson/ Megan | 12/21 | |
| Present findings + metrics + plugin name recommendation | Edson/ Megan | 12/22 | |
| Determine next steps | Megan/ Edson | 12/22 | |
| Send gift card + thank you email to participants | Megan/ Edson | 12/22 | |
| Create wiki documentation | Edson | 11/24 | |
| Draft release notes | Edson | 11/24 | |
| Create customer list document + share with Freddy | Edson | 11/30 |
|
Prep research plan | Megan/ Edson | 12/1 |
|
| Determine name options - review competitors, use naming app | Edson | 12/1 |
|
Meet with Freddy to discuss which customers to survey + how to work w/ professional services + customer success + determine webinar date + approve testing methodology | Megan/ Edson | 12/1 |
|
| Present plan to training team - Giovani, Summer + Vivian | Megan/ Edson | 12/5 | |
| Finalize webinar date | Megan/ Edson | 12/5 | |
| Stakeholder research plan approval | Megan/ Edson | 12/5 | |
| Give plugin demo to Summer + email plugin to install + documentation | Edson | 12/5 | |
Meet with Adolfo, Gary + Jimmy to demo plug in, present methodology and discuss list of customers | Megan/ Edson | 12/6 | |
| Work with Giovani + Summer to send invite + PDF as personalized email using Act-On | Megan | 12/11 | |
| Conduct trial usability test with Louis to ensure our methodology works + discuss changing name in documentation | Megan/ Edson | 12/11 | |
| Send invite to customers to participate in Part 2 | Megan | 12/12 | |
| Populate customer list with participant contact + company info + gift plan | Edson | 12/13 | |
Change 'EasyDoc' to 'process documenter' (or plugin) throughout documentation. Note: we will not change code | Edson | 12/13 | |
| Rehearse webinar w/ Summer | Edson | 12/13 | |
| Try plugin in another environment to ensure that it will install properly | Edson | 12/13 |
|
| Obtain Valeo recording | Edson | 12/13 | |
| Work w/ Freddy to finalize recruit + ensure that we reached all global partners | Megan | 12/14 | |
| Retest usability testing environment to ensure it works | Edson | 12/15 | |
| Finalize + practice webinar with Giovani + Summer | Megan/ Edson | 12/14 | |
| Figure out how to record the webinar + usability tests - confirm quality | Edson | 12/14 | |
Draft webinar customer survey using google forms | Megan | 12/14 | |
Create webinar Q & A questions | Megan/ Edwin | 12/14 | |
Review survey + interview guide with Freddy, etc | Edson/ Megan | 12/14 | |
| Send email - remind to register for webinar + submit consent form | Edson/ Megan | 12/14 | |
| Conduct webinar + questions/ feedback session + survey - record session | Megan/ Edson | 12/15 | |
| Set-up testing environment for usability testing participants | Edson | 12/15 | |
| Schedule usability tests with 3- 5 respondents | Megan | 12/15 | |
| Prepare consent form | Megan/ Edson | 12/15 | |
Create usability testing interview guide | Megan | 12/15 |
|
| Draft login instructions for participants | Edaon | 12/15 | |
| Send email reminder for usability testing participants + consent form | Edson/ Megan | 12/15 | |
| Work on usability testing | Megan/ Edson | 12/15 | |
| Confirm gift card options for global customers | Megan | 12/18 | |
Conduct Part 2 usability testing after webinar
| Megan/ Edson | 12/18- 12/19 | |
| Establish SMART metrics - how many participants, what data to collect | Megan | 12/15 |
|
| Create user testing results template | Megan | 12/15 |
|
| Send surveys to participants immediately after webinar is complete | Edson | 12/15 | |
COMPLETION DATE
Friday 12/22/17
COMPETITOR RESEARCH
| Company | Screenshots | Notes |
|---|---|---|
| Bizagi |
 |
|
| Aris |
RESOURCES
- How I Remote Mobile Usability Test
- How I Plan User Research
- 5-Step Process I Use to Plan & Conduct Usability Studies
- 5-Step Process For Conducting User Research
- One Page User Research Plan
- UX Research Cheat Sheet
- User Experience Research at Scale
- The Basics of Recruiting Users for Usability Testing
- HOW TO RECRUIT THE BEST PARTICIPANTS QUICKLY WITH NO BUDGET
- 3 Email Templates for Recruiting All The Users You Need in 24 Hours
- Usability.gov Templates & Downloadable Documents
/wiki/spaces/ED/pages/136773654
RELATED LINKS