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HOW TO INTERVIEW END
USERS
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- 1. Pick the right people - Recruit people who are
similar in terms of how they use your software. For example, if you
want to elicit end-user feedback on an Accounts Payable system, you
might start by interviewing 5 system administrators, then 5 data entry
clerks, and finally 5 managers who use your system to approve invoices.
Group people by their job role, how frequently they use your product,
the training they typically received, the type of data they need to
make a decision, or any other set of characteristics that makes the
group unique.
- 2. Talk with internal staff who deal directly with users
- You would be amazed by how much end-user knowledge is right under your
nose. Customer Support, Training, Professional Services, and Sales deal
with users and their issues every day. By talking with internal staff
you learn how to group users and get ideas on the type of questions to
ask them.
- 3. Keep the interview structured, but conversational
- To help you stay on track, create a discussion guide with a list of
areas you want to cover during each interview. Start the interview by
explaining its purpose, and say what you will be doing with the results.
Once you are into the conversation, walk through a single workflow or
a small set of tasks. Good questions to include in your discussion guide
are - What do you do before and after each task? What information and
feedback do you need to do this task? What do you find easy? What is
difficult? Where do you tend to make errors? Who do you interact with
to accomplish the task? Phrase your questions so they are open-ended,
focusing on the here and now, and not on what the person would like
or what they might do in the future.
- 4. Use the phone - While it is always better to talk
with end users in their natural surroundings, this approach can be costly.
Consider interviewing people over the phone. During the call, have the
person talk with you about how they perform a certain task, while they
actually use the software. If possible, watch their screen through an
application sharing program, such as WebEx, or mimic their mouse movements
on your own computer.
- 5. Invite others to observe your interviews - Your
team mates can take notes on what the end users are saying, allowing
you to concentrate on the interview. Observers provide a unique and
valuable perspective on the issues end users bring up. Once your interviews
are complete, invite the people who observered to a meeting where you
can discuss your new insights.
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