The process of the "Research and Modeling" phase?
The research phase mainly uses ethnographic methods to implement research techniques, which mainly include observation and situational interviews to obtain qualitative data on real or potential users of the product. In addition, it should also include product inspections of competitors, market research, technical reports and related strategic analysis. At the same time, interviews were conducted with product stakeholders, developers, testers, industry experts and authoritative scholars.
A major outcome of observation and situational interviewing is the ability to identify patterns of behavior from a set of behaviors that help us categorize how existing or developing products are used. These patterns point out the goals and b2b data motivations of users for using the product. Designers will create designs for commercialization based on these behavioral patterns, and clarify designs for business goals, brand attributes, and technical characteristics.
The modeling stage is often based on the analysis of target behaviors and workflow patterns found in the results of field visits and interviews, and is integrated into the user model. A user model (also known as a persona) is often a detailed, comprehensive model that expresses the behaviors, attitudes, habits, goals, and motivations identified during the research phase.
The character model is an abstraction based on the self-narrative of the protagonist in the scene. This approach will play an important role in producing design concepts during the "frame definition" phase, providing design feedback. In the "refinement" phase, the abstracted persona will give a more detailed implementation.
The use of personas is more intuitive and expressive, which can help developers, testers and managers to more clearly outline the user characteristics of products, understand designers' design concepts, promote collaborative work, and can be based on user needs. to articulate the priority of its functional requirements.
Interaction Design Methods in the Research and Modeling Phase
The success and failure of any product must be tested by the market, and the test of the market mainly comes from the satisfaction or demand of users, which are inseparable from the previous research.
Research is divided into qualitative research and quantitative research. It is extremely unrealistic to obtain target users, problem constraints, organizational goals or how to design commercial products only from quantitative data and graphs screened from market research data and questionnaires. method to collect. Quantitative methods are numerous and important for understanding product research and outline design  .
Qualitative research is more useful than quantitative research for understanding the domain, context, and way of receiving constraints of a product. Not only does it provide support in the design process, but it also helps us discover behavior patterns of product users and potential users faster and easier than quantitative research.
Alan Cooper's "About Face 4: The Essentials of Interaction Design" provides the relationship between various quantitative analysis studies and qualitative goal-directed design techniques (see Figure 1). He believes that quantitative analysis can guide the design of research, but qualitative analysis is almost always the most effective tool for knowledge of mobile phone behavior.
Figure 1 Relationship between quantitative analysis research and qualitative goal-directed design techniques
This section will take my unpublished master's thesis "Interaction Design and Implementation of Zhiyun PMS System APP" as an example to introduce the process and methods of the "research and modeling" stage, including kick-off meeting, literature review, stakeholders , user interviews and observations, understanding goals and constructing a persona model (as shown in Figure 2).