The basis of human-oriented design: Needfinding

Do you download the mobile applications of all companies that you are a customer of? Do you regularly use a chatbot? Have you ever seen Google Glass?

You can produce the most amazing solutions with the latest technologies, but the underlying needs are what determine the benefit potential of your solution. At the basis of human-oriented design lies the needs of the users and the issues that are experienced when trying to meet these needs. Moreover, the needs can last longer than the solution alternatives. For example, SalesForce meets the same need as wall paintings from ancient times: Data storage.

However, we cannot say that all the needs of today’s people have continued throughout the history of humanity and that we need to go back to the Cenozoic age to be able to determine our needs because as we well know by now, that new technologies create new needs. The need to track the time minute by minute did not exist until the invention of the steam engine, and also there was no need for portable power supply until a few years ago except for batteries of various sizes and capacities. The needs are variable, and each need may not be seen as a problem for all users, or the issues declared by users may categorically correspond to different needs. For example, the main reason why your users complain about the service cost may not be the pricing scheme of your product, but the lack of notification for that price in the relevant sections.

Therefore, need assessment, beyond listening to the complaints of your users, is to work actively to understand users, and it is a process that requires an accurate understanding of unspoken insights. In return for this effort to better understand your users, you can empathize with your users which enables you to uncover needs that were not exposed and identify your users who are pushing the limits of your product/service so that their practices can be implemented within the product/service.

Why do this anyway?

First of all, it is helpful to underline that answering user requests is not the same as producing need-based solutions. Your users aren’t product professionals and do not take into account the technological infrastructure or roadmap of your product when communicating their demands. They only convey their demands based on their needs (often without explaining their need level).

If there are enough users both in number and variety to represent the entire pool, you may have the opportunity to sit down with your team and identify the underlying needs of these demands by reverse engineering, but it would be too optimistic to think that this would be possible at any stage of your product/service. Therefore, to identify your users’ additional needs on top of the problems they have solved with your product, you should come together with them to get their views on your product as a critical component of your product development flow. You can do this by allocating a few hours a week to plan intensive research processes every few months, which should take 1-2 weeks. Moreover, you will not only get feedback about your product/service but also gain valuable information about your users.

How is it done?

Two main research methods are used for needs assessment: observation and interview. Regardless of the chosen research method, some subjects should be considered during the planning and implementation phase. To conduct a proper research process, a detailed (but stretch-resistant) research plan should be prepared, and appropriate methods and participants should be identified.

For example, in your research to improve a specific feature, you should include people who are users of your product or service as well as those who are not users. This way, you can prevent your findings from being limited to only the relevant feature or function, and on top of that, you can get a better idea of ​​the user needs that you have resolved as well as those you might not have.

After deciding the research method to be followed, a safe environment with no out of context, stimuli should be selected for this method. A healthy conversation cannot be made in a noisy or very hot atmosphere, and also objects such as an aquarium or a construction work nearby might distract the participant and may make it difficult for the participant to focus on the interview.

Similarly, special attention should be paid to the fact that the observation or interview does not influence or guide the behavior of the participant. For example, if the participants fix their hair in the mirror which conceals the hidden camera that you placed for the purpose of natural observation, we can no longer talk about an observation in a natural environment. Or if the person who is carrying out an interview on physical barriers is in a wheelchair, this will distort the answers of the participants. Finally, observations and interviews should be recorded with appropriate tools so that the insights gained are not limited to the memory.

Of course, not everyone has to be a professional researcher, but a research process that does not meet the above requirements cannot produce healthy results. Again, since not everyone has research experience, it is useful to share a few tips on how to conduct an observation and interview processes in addition to the above general principles.

How to conduct an interview?

The flow that should be followed to produce as many findings as possible is clear:

The interview starts with the interviewer introducing themselves to the participant and giving information about the subject and purpose of the interview. For the participant to stay within the context of the conversation, it is more appropriate if a bureaucratic agreement such as a confidentiality agreement or the sharing of personal information which might be seen as valuable, should be signed ahead of time and not right before the interview.

After the participant is informed about the context of the interview, the interview can move on with the initial questions. For the sake of giving sample questions, let’s assume that our product or service is a solution to the urban public transport challenge. Simple and general questions such as “Do you use public transport?” and “Do you like traveling?” should be asked.

After the start-up phase, the interviewer asks more personal questions to connect with the participant. Again, in the same context, the interviewer will ask questions such as “How did you get here? How was your journey? What is your preferred mode of urban transportation?”, while deepening the communication with a few consecutive questions which will be formed based on the participant’s responses so you will have more information about the participant’s profile.

After the participant warms up to the interviewer, and the context of the interview, answers that will enable the possible needs to come to light are sought. At this stage:

  • “Could you tell us about the best (worst) travel experience you’ve ever had? What made that experience so good (bad)?”
  • “How did this experience affect your transportation preferences?”
  • “In your opinion, what would be the ideal transportation service?
  • “What would you pay attention to if you were providing a transportation service?”

and similar questions should be asked to answer the needs of the participant.

To obtain as much valuable insight as possible from the interview, the interviewer should also observe the participant. The personal values ​​of the participant and the mood during the interview are the inputs that can play a role in the evaluation phase.

How to do an observation?

The most crucial point which should be considered during an observation reporting and evaluation process is that the researcher should put aside their personal opinions and evaluations throughout the process and focus on the participants’ statements and actions. However, in cases where there is a conflict between the statements and actions of the participants, the comments of the research team will be more valuable. The elimination of conditions that cause these contradictions will be possible through innovative perspectives and ideas.

In observations, detecting solutions developed by the participants by their own means gains importance. Assuming you have a customer database product, if your users get the Excel output to update the data they store on your application, then restore the file to your system, this indicates that your product’s data update feature has not been noticed or has been found inadequate or useless. Because, unlike the solutions you offer, there is a need behind the solutions invented by your users.

As I emphasized at the beginning of the article, the underlying needs determine the potential benefits. The basis of the product or service design that focuses on human beings is the needs of the users and the likely problems that arise while solving them. It is possible to shed light on these needs with user observations and interviews. Regardless of which method you choose, you do not have to be a professional researcher to carry out a successful research process. Just set aside everything you know about your product/service, and just spend some time and effort to focus on what your users do or say. The investment in the satisfaction rate your product or service creates for your current users will be reflected in both the reduction in customer loss and positive reflections on your acquisition indicators, making it easier to scale your product or service efficiently and adequately.

The intricacies of preparing a proper survey

In today’s digital world, it only takes 2 or 3 minutes to find out what parts of your product or service are frequented by your users, or what portion of your visitor base is represented by the ones that are contacting you. Accessing this type of digital data with close to %100 accuracy is very easy today, but you have to apply different research methods to find out why your visitors don’t communicate with you or why 80% of your users use only 20% of your product’s capabilities. One of the most flexible and practical research methods is undoubtedly the survey. However, the question is: How reliable are the results of your study?

There is no way to make sure that your survey results reflect one hundred percent truth. All you can do is to take into account the researcher-and-respondent-induced trends (bias) that lead to deviations in the results, in the survey preparation and dissemination phases, and to try to keep those deviations at the lowest possible level. I’ll list below the most common types of such variations, some examples, as well as tips that will help you avoid these trends as much as possible.

Response bias

You may encounter the response bias for many different reasons. It could be the survey content, or one of the target segments could be excluded due to their unavailability. There may be two main reasons for response bias, which is one of the respondent tendencies that cause the most significant distortions in the results.

One of them might be that your survey is on a sensitive matter (for some people). For instance, tax evaders will be reluctant to participate in a survey conducted by the Ministry of Finance. In this case, the results of the study will not include this group so it will not show the unbiased reality.

The survey medium may also lead to non-responsiveness. For example, illiterate people cannot respond to a written survey. Additionally, if the survey you share via e-mail is not displayed correctly on mobile phones, you will not be able to take into account the views of the people that manage their emails via mobile phones.

To minimize the response bias, make sure that your survey medium is in line with the target audience and if necessary, test it in advance. One of the most common methods used to collect data about sensitive subjects is to blend the questions about the topic with a set of questions that are entirely irrelevant.

Lack of knowledge

One of the most critical problems that can be detected is the researcher’s lack of knowledge regarding the audience and the survey subject. The survey is fruitless if the data collected does not overlap with the information required for market research. Multiple choice surveys present another set of problems if the researcher doesn’t include a common option the target audience is likely to pick.

For example, if you ask the audience who live in Turkey that “Which online shopping site do you use most often?” with options such as Amazon, eBay, Alibaba, Walmart and more (no choice originated from Turkey), you will not be able to find out which shopping sites are most popular among participants. The best way to avoid that is to conduct a preliminary survey including open-ended questions to a smaller group to get an idea of what options you should provide.

Respondent error

Two of the most common respondent-related deviations are incorrect or misleading answers. The first is that the respondent has incorrect answers due to not knowing the answer to the question. Other times, the respondent does not want to give an honest answer.

Everyone who responds to the survey may not have an answer to every question in it. For instance, a person working in a company’s customer support department may not know how many people work in the marketing department. Additionally, if you ask a person who doesn’t have a car about how many liters of gas are consumed per month, he/she might mark the option providing the smallest value. To prevent such cases from misleading the results of the survey, you must give an opportunity for the respondent to pass, such as ”I don’t know,“ ”I’m not sure” or “I have no idea.”

Nevertheless, there may be respondents that avoid picking such options out of goodwill and share the opinion of their alternate selves that would be addressed by the question. To prevent that, you should add screening questions to the survey. Considering the examples above; with questions such as “Which department do you work in?” and “Do you have a car?”, it will be possible to eliminate those who are likely to give the wrong answers to other questions.

On the other hand, the tendency of the respondent to give the correct answer is usually caused by social desirability. Respondents may choose to respond in ways that society (or researcher) will welcome, rather than responding to specific questions honestly. It is a type of deviation frequently encountered in intimate matters such as alcohol consumption, sexual orientation, and ethical or legal issues.

For example, a respondent might refrain from stating a negative opinion about disabled people to an interviewer in a wheelchair. Questions such as “Have you ever stolen?” that are at risk of causing legal consequences may not always be answered honestly. To minimize this tendency, an environment should be created to make the respondent feel safe, and questions should be formulated as impartially and in the most understandable language possible.

The survey-related deviations

In particular, in online surveys, all responses may not reflect the truth, since no interviewer is able either to help if the question is not understood correctly or to follow how respondents react to the questions. This may be due to many reasons such as how the questions are asked, the answer method such as scale, multiple choice or free text, how the options are provided, the visual structure of the survey and the question sequence.

The formulation of questions and the formulation of choices should be as neutral as possible and consistent throughout the survey. Assuming a scale set is labeled as “Good – No idea – Bad”, if another one in the same survey is labeled as “I like – No idea – I don’t like”, the neutral rating in the first sample and the emotional rating in the second sample may not be comparable, even though they are evaluated on the same 3-point scale.

If you have prepared a lengthy questionnaire, the details such as how many pages the survey consists of and how many questions are displayed on each page will affect the completion rate of the survey. Positioning difficult or complicated questions at the end of the study may cause fatigue-induced false responses. While there are five questions on the first two pages of a 5-page survey, if participants encounter 15 questions on the third page, the risk that participants leave the survey on this page increases.

Even if you have prepared your survey considering all of the reasons for possible deviations above, you should test it in a smaller environment before starting the research. Even then it’s important to have feedback from people with experience in survey/market research. Because, just as not having enough knowledge about the subject of the survey, being an expert in the subject of the questionnaire may raise the possibility that your questions and response options do not coincide with the facts.