14. Monal Chokshi of Lyft

In the final episode of the season I speak with Monal Chokshi, Head of User Experience Research at Lyft. We discuss traditional paths to a user research career, creating routines for meeting different types of users, and the emergence of leadership roles in user research.

13. Kate Lawrence of EBSCO

In this episode I speak with Kate Lawrence, Vice President of User Research at EBSCO Information Services. Our conversation covers where to place user research in the organization, emotions in fieldwork, and empowering others to advocate for information literacy.

12. Pree Kolari of eBay

This episode features Pree Kolari, the Senior Director of Design Strategy and Research at eBay. We talk about the career arc of a researcher, having impact on the product, and breaking down organizational walls.

11. Gabe Trionfi of Pinterest

This episode features Gabe Trionfi, the Manager of Research at Pinterest. We discuss the evolution of user research, collaboration between disciplines and the journey versus the destination.

10. Elizabeth Kell of Comcast

In this episode I chat with Elizabeth Kell, the Senior Director of User Research at Comcast. We talk about the growth of Comcast’s user research practice, essential soft skills for research candidates, and putting a human face on the people that use your products.

9. Kavita Appachu of Kelley Blue Book

Today I chat with Kavita Appachu, the Senior Manager of User Experience Research at Kelley Blue Book. She describes the different roles she’s had in different organizations, moving from design to research, and explains the change effort underway at Kelley Blue Book.

8. Aviva Rosenstein of DocuSign

In today’s episode I speak with Aviva Rosenstein, the Senior Manager of User Experience Research at DocuSign. We explore how to make all types of research actionable, the benefit of doing your own recruiting, and the evolution from building a usability lab to having an in-house research capability.

7. Judd Antin of Airbnb

We kick off the second season with Judd Antin, the Director of Experience Research at Airbnb. Judd and I speak about their model for embedding talented generalists with product teams, skill-sharing among researchers, and just what exactly makes research “sexy.”

6. Carol Rossi of Edmunds.com

Today’s guest is Carol Rossi. She’s the Senior Director of UX Research at Edmunds.com. In our conversation, we discuss her small-but-mighty team, Edmund.com’s collaborative workplace culture, and the personal driver of “doing good.”

5. Kerry McAleer-Forte of Sears Holdings

Today’s guest is Kerry McAleer-Forte, the Director of User Experience Research for Sears Holdings. We discuss how researchers need to think like storytellers, getting at the underlying need behind a research request, and the risk of using research to make recommendations.

4. Nancy Frishberg of Financial Engines

My guest today is Nancy Frishberg, the manager of user research at Financial Engines. We discuss recruiting participants in an enterprise setting (where users are customers of your customers), finding the generative in the evaluative and how to think about collaborative workspace as entirely separate from reporting structure.

3. Frances Karandy of Citrix

Today’s guest is Frances Karandy, a senior manager within the Customer Experience Group at Citrix. We discuss doing product-focused research in a company with a large number of products, what to look for when hiring researchers, and how to select projects that not only support the business but also help team members to develop.

2. Alex Wright of Etsy

Today’s guest is Alex Wright, who is the director of research at Etsy. We discuss the partnership between qualitative and quantitative research at Etsy and how his background in journalism helps him with the storytelling aspects of managing the research function.

1. Gregg Bernstein of MailChimp

Welcome to the debut episode of Dollars to Donuts. Today’s guest is Gregg Bernstein, who manages customer research at MailChimp. We discuss how MailChimp uses research to uncover new product opportunities, how the right research artifacts can best provide value to different internal audiences and how humility is an essential soft skill for successful researchers.

David’s War Story: The Well-lit Redhead

David Bacon is a UX Designer at Telstra Health in Melbourne, Australia. He shared this story at the UX Melbourne Book Club (see video of the group discussion here).

Standing in front of a house in a quiet suburban street, my phone buzzed and a text from my note-taking partner popped up: “Sorry can’t make interview, something urgent has come up.” We had spent the past week researching allied health professionals who worked from home. This was the fifth or sixth interview, I doubted my colleague would be missing much. I knocked on the door. It opened and a burly man with a soft gaze greeted me in a thick German accent, “Hello, I’m Herman”.

Herman the German invited me inside and led me into his home office. Against the wall was a treatment table. Adjacent to that was a desk with a large computer monitor and in the middle of the room were two comfortable office chairs. Herman gestured for me to sit down and small talk commenced.

Herman had just returned from a visit to Germany and for the first time in nearly forty years he had visited his childhood home. Positive muttering and a small nod of my head was enough encouragement for Herman to spin his chair around and bring up holiday photos on the large monitor behind him. As he gave me a personal tour of castles, forests, and medieval villages. I started to become anxious, I didn’t have a lot of time and there was a lot of ground to cover. Yet Herman was so obviously pleased to be sharing these personal stories, I feared that interrupting the holiday slide show might sour his mood.

I asked Herman if he had studied in Germany before coming to Australia and with that, he turned his back on the computer and faced me. As Herman talked a screen saver flickered to life on the monitor behind him. Photos of forests and castles that would not have been out of place in a fairytale drifted by. Herman proved to be an insightful and honest interview subject.

After a few minutes of Q&A, the photos of natural beauties gave way to photos of natural beauties of another kind. A lovely brunette wearing just a smile drifted across the screen behind an oblivious Herman, who sat with his back to the screen. The images were like classic seventies centrefold pictures: soft focus, demure poses and wave perms. They were the kind of pictures a nosey younger brother would find hidden in his older brother’s bedroom.

As Herman spoke, brunette after brunette drifted behind him. My mind started to race, there was nothing in any how-to-interview-users blogs or books to prepare me for this. “Hey look, a redhead!” I thought to myself, losing some of my concentration.

I wanted to hit pause but I also wanted to keep the interview going, Herman was a great interview subject. To bring attention to this would cause immense embarrassment to this gentle man. What if he turned around? I didn’t know how much longer I could keep my focus. I have a terrible poker face.

“Hmm, that redhead is particularly well lit.”

When at last the castles reappeared on the monitor, my brain relaxed slightly. I asked Herman to show me an example of how he organised his notes on his computer. He spun around and showed me. I can’t remember much of what happened in the remainder of the interview. As Herman walked me out, I handed him his incentive and he invited me to come back anytime.

I walked to my car and collapsed into the seat. I had just survived a potentially awkward situation and importantly, I had not negatively impacted Herman. The relief was extraordinary. But there was this nagging thought. Had I really done the right thing? What if the well-lit redhead popped up when he is treating one of his clients? Should I have mentioned something? When is it okay to intervene? I don’t know if there is a right answer but as a person far wiser than me recently told me, asking these types of questions is what’s important, not finding the answer.

From ProductTank, video of The Power of Bad Ideas 

A few months back, I spoke at ProductTank SF about The Power of Bad Ideas. They’ve put the video online and I’ve also embdded it below.

Steve Portigal challenges product managers to re-think the idea-generation process by inviting in bad ideas.

In brain-storming sessions, we frequently see two surges in ideas. The first is where the low hanging fruit is identified. The second surge is where more innovative ideas are frequently found. Welcoming bad ideas can be an effective strategy for fast tracking past the low hanging fruit and into innovation.

Steve’s interactive talk encourages product managers to come up with the worst product ideas possible. Not the ideas that are just not that good, but ones that are really, truly terrible. By starting with a bad idea, Steve opens a safe, creative space for ideas sharing. He helps product people to unpack what is good and bad, why and who gets to decide. He encourages us to step away from the binary of good and bad to move around the problem space in a different way. His bad ideas approach also breaks the idea-generation ice – by starting with something terrible, space is opened for all ideas, allowing creativity to flow.

DDD: Link Roundup


It’s been two months since Doorbells, Danger, and Dead Batteries was released. Here’s links to presentations, podcasts and more stuff related to the book.

The Book

Reviews

Podcasts

Interviews

Presentations

Other

Noël’s War Story: Truck Stop

Noël Bankston is a UX Research Lead and Human Factors Engineer at Zebra Technologies, currently living in Queens, NY. She told this story live at the Interaction 17 conference.

“So Jim, what would you like to do for lunch? “My treat!” It was the moment I had been dreading all day, ironic since I am a lover of food. I was trying to sound chipper but I was worn through.

It was 2 pm and I was starving. I was sitting in the cab of a 48’ tractor trailer in Lowell, Arkansas. This was my first “ride along” research trip and I had not come prepared with snacks. I was doing in-depth generative research of the pick-up and delivery process for a freight company and hadn’t known that we don’t have lunch until all the deliveries were completed.

I was also not prepared for the weather as I am from up north and I thought the South would be hot in late May. It wasn’t – it was a constant drizzle and cold. So I was sitting in the cab feeling small and tired in the oversized loaner jacket that the dispatcher had given me. We had been on the road since 8:45 am but I had arrived at the trailer dispatch site even earlier to observe the set-up process. And that should have been fine, because on a normal day, Jim finishes around noon. But today we saw all the exceptions – an unprepared customer, incorrect paperwork, an obstructed delivery dock, and poor routing. As a researcher, it was a gold-mine as I observed where problems occurred and how Jim handled them. But as someone who is mildly hypoglycemic, it meant I was getting hangry. It had been a long morning of climbing into and out of that cab, learning which hand to place where to get the right leverage to pull yourself up as you step onto the step that is only wide enough for half your foot. And I don’t know how many of you have ridden inside of a tractor trailer but it is loud and you feel every bump.

In that moment as I asked about lunch, damp, tired, and hungry, I thought back on the the anxiety I had felt earlier in the day about lunch. A co-worker told me that on his previous ride-along they had eaten a burger from a gas station mini-mart. Even on a normal day that would make me uneasy, as gas stations aren’t known for freshness and hygiene. I knew that this type of research means being available for wherever the subject takes you, but I was really hoping that didn’t include food poisoning.

But at this point, 8 hours from my previous meal and having no idea what part of town we were in, who was I to be picky?

“So Jim, what would you like to do for lunch?”

“I just want a salad. I try to eat healthy.” I gave a huge sigh of relief, accompanied by a rumble of rejoicing from my stomach. It seemed that between the two of us, I would be eating the bigger meal. I found a nearby Mexican restaurant on Yelp. While enjoying the flavor combination of fresh cilantro and lime with nary a fryolator in sight, I realized how I had been making assumptions about “truckers” based on stereotypes rather than letting the research reveal the truth. And those assumptions were also judgments about health and lifestyle. Jim was aware of the health effects of his job and wasn’t going to turn down an opportunity to have a healthful meal, especially when a researcher was paying! One of the reasons truckers eat unhealthy food is both cost and convenience. Truck stops get food fast and are less expensive. Unfortunately, our food system is set up in a way that fresh, whole food costs much more than highly processed, industrially produced food.

I won’t be able to eliminate all my biases or preconceived notions but I can grow in my awareness of them. I have been on many more ride-alongs and other types of research trips since then. You better believe I always have a granola bar with me.

Elizabeth’s War Story: Ramping Up

Elizabeth Allen is a UX Researcher at Shopify, an ecommerce platform based in Canada. She told this story live at the Interaction 17 conference.

A few years ago, I was working at Centralis, a UX research and design consulting firm in the Chicago area. One of our clients was a public transportation agency, and our project involved testing the maps and signage within and between transit stations by accompanying participants as they completed realistic wayfinding scenarios to try to get from station to station and find their correct train or bus.

As part of this testing, my research partner Kathi Kaiser and I included individuals with motor and visual disabilities to make sure they were able to navigate just as well as those who didn’t have these challenges. One participant, Susan, was in a motorized wheelchair, and we began our session with a scenario that had us traveling to a station and accessing an elevated platform where she would wait for a train.

Chicago summers can be very hot and humid, and this was one of the hottest of the year. We were all sweating by the time we got to the station even though it was just a short walk from the coffee shop where we met to start the session. Now, this station had no elevator; instead, outside the station was a very long ramp to reach the platform. This was probably the longest ramp I’d ever seen at a transit station — it had two or three switchbacks just to reach the top!

We started up the ramp, and when we were about halfway up, Susan’s wheelchair started slowing down. “Uh oh”, she said. “I think my battery is about to die. I totally forgot to charge it before I went out, and steep ramps like this always make it run out faster.” Sure enough, a few seconds later, the wheelchair slowed to a halt, completely dead.

At this point, we had to make a decision based on what was best for Susan and for the research: do we end the session early, push Susan’s chair back to our starting point, and explain to our client that we would miss out on gathering valuable accessibility insights, or do we see if we can find a power source and salvage what we can of the session? We explained to Susan that we could either end the session or try to keep going, and luckily, she was still excited about the session and was game to push on — literally.

After wheezing our way up the rest of the ramp, dripping with sweat, we got to the platform and found no electrical outlets in sight. The ticket counter was also closed, but after a lot of roaming around we were able to find the lone janitor. We were very fortunate, because he was extremely kind, and offered to let us plug Susan’s chair into an outlet in one of the back rooms.

This story ends happily. After a half hour or so, Susan’s chair was charged up, and during that time we were able to improvise some interview questions and short scenarios we could talk through with her while we waited. It really helped that we were able to think on our feet and that we had a participant who had a positive attitude and was interested in the session. Overall, we were able to salvage a research session that was difficult to recruit for, and our client was really happy with what we learned.

A Chat with Steve Portigal by Rosenfeld Media

For the latest Rosenfeld Review podcast, I spoke with Lou Rosenfeld about my journey in collecting user research war stories and how that became Doorbells, Danger, and Dead Batteries. (trigger warning: I’m extremely enthusiastic for the first 15 seconds or so)

(embedded below, or go here)

Why Stories Matter (to the practice of user research)

This post by Sasha Dichter articulates so well what drove me to write Doorbells, Danger, and Dead Batteries – why forwarding a culture of storytelling in user research is essentially to continuing to develop the field.

Storytelling, then, is not simply narrative. It is an opportunity to communicate values in a way that is resonant and memorable, allowing the listener to position herself in the story, see its relevance to her current situation, and then play forward a narrative about her role in the story of now.

How does this happen? It happens through stories in which a human protagonist is presented with an unknown and has to make a choice. At this moment of choice, the listener feels the tension of what might go right and wrong, projects herself into that situation and, in so doing, experiences the values with which the protagonist wrestles.

This is why it our job to find our own stories, to explore the values that move us to act, and to practice uttering words that help others see and feel what we see and feel. This is the work of finding the language to describe the choices we have made and are making in service of our work, so that others can feel the hope that we feel, and so that they can learn to use this hope to deal with their fears, including fear of acting on our behalf.

About Steve