Lately we’ve been hearing and responding to a lot of chatter in the only-boring-stodgy-Microsoft-types-do-research vein, with language that essentially boils all user research down to testing tools that hinder the creative design process (see Don Norman hates research, Michal Migurski comes out against it).

But user research, at least as we conceive and practice it, is a different animal altogether. Testing relies on existing objects or realities and measures response against them. User research for design and innovation observes, examines, imagines and inspires. Here are just a few things that good user research can do.

• Broaden the scope. Instead of asking people what they think of these newfangled eBooks, we took a deeper look, to understand how reading is changing and what people value. This led to actionable, inspirational design insights such as, “Books are more than just pages with words and pictures; they are imbued with personal history, future aspirations, and signifiers of identity. And, “There are opportunities to enhance digital reading by replicating, referencing, and replacing social (and other) aspects of traditional book reading.” (Read about Portigal Consulting’s Reading Ahead project here)
• Discover meaning. Design Continuum explored the car rental experience with a group of Harvard Business Students recently to discover opportunities for improvement and innovation along numerous touch-points throughout the journey, inspiring students to envision altogether new experiences beyond the typical drudgery of current practice. (Description of event on Design Continuum’s blog here)
• Shift perspective. Wells Fargo engaged with a small number of customers to understand that consumers’ experiences and world views are fundamentally different from the internal company view. This shed a whole lot of light on how to improve communications and experiences across internal organizational silos. (Excerpt from a Forrester white paper on this project here)

Alex Faaborg of Firefox channeled Don Norman’s take on design approaches during a recent ZURBSoapbox event,

There are two distinct approaches to design. One focuses on user-research to find out what people need/want. This approach is exemplified by Microsoft and is used mostly to mitigate risk. The downside of this ‘user testing’ model is that users can lead you astray. For example, if you ask everyone what their favorite color is the average will be gray. The second tries to bring a specific vision to life and an impression of the user they want to have. This approach is exemplified by Apple and can result in huge success or failure.

Now, while Faaborg mostly touts the second more glorious path, he does acknowledge “If designers don’t know what they’re doing it could be a disaster.”

How will designers “know” what they’re doing? Or, in this heroic design model, is there room only for psychic, infallible, savant designers who do just somehow “know?” Where does this leave the consumer, or “user,” or, as they are also known, people?

We believe that including people in the process of designing products for people is a good idea, and serves to drive great design and business concept development rather than preventing it.

• Forrester’s 2010 Customer Experience Rankings [Customer Experience Matters] – # Retailers take 12 out of the top 20 spots. Most of the top rated companies on the list are retailers. Hotels also grabbed three of the top 20 spots. Interestingly, three financial services firms also cracked the top 20: credit unions, SunTrust Bank, and Vanguard.
  # Healthcare, Internet and TV services dominate the bottom. The bottom 11 companies on the list came from only four industries: five health insurance plans (United Healthcare, Medicaid, Anthem, and CIGNA), three ISPs (Charter Communications, Comcast, and Qwest), two TV service providers (Charter Communications and Comcast), and one credit card provider (HSBC).
• Can Design Change Behavior? [Stanford School of Engineering] – Because behavior can be influenced—not just observed—it provides an important opportunity for tackling complex challenges such as sustainability. That opportunity is perhaps best addressed with design…With this outlook, Banerjee says he is excited to be one of the principal investigators in a new project funded by the U.S. Department of Energy in which he is working with other Stanford professors who have expertise in behavioral sciences, communications, human-computer interaction, and behavioral economics. The team aims to create interventions that influence behavior to bring about significant reductions in energy use. But what designers understand well is that people are “predictably irrational” and influenced by emotional as well as rational criteria, Banerjee says.
• The Art of Asking the Question [UIE Brain Sparks] – Steve Portigal will show your team the art of asking the question. You might visit the user in their office or home, have them come to you for a usability test, or even have a chance encounter at a trade show or while waiting for an airplane. Do you know what to ask? Do you know what to listen for, to extract the critical detail of what they can tell you about your design?

  Steve will help you prepare your team for any opportunity, be it formal user research or less structured, ad-hoc research. He’ll also give you tips on how to work with your stakeholders and executives, who may also be meeting potential customers and users, so they know what to ask and how to listen—integrating their efforts into the research team. (Wouldn’t it be great if they understood why you’re doing what you’re doing?)

  Update: Use promotion code CHITTAHCHATTAH to get lifetime free access to the recording after the fact (normally a separate cost)

Last year I gave a talk at an IDSA event where I described the practice of personas as user-centered bullshit. In January I expanded that into Persona Non Grata, my first column for interactions magazine. More recently, I was interviewed about the topic by Forrester Research.

Vidya Drego at Forrester has now issued a report – How To Get The Most From Design Personas – although given her brief, much of our conversation around the limitations and risks of personas, as well as alternatives, does not appear prominently in this document.