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    Metrics Tests / Summative Evaluations
     
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Usual development stage: Metrics tests can be run...
  • Starting in late development stages, once a system is built enough so that it can be used by real users.
  • They are also often run on existing system when planning major system upgrades, and process re-engineering.

What this is: Metrics tests provide precise micro- and macro-level measurements of user performance:

  • For example, if a CSR (Customer Service Rep) uses 6 windows and takes 10 minutes to solve a typical customer problem,
  • What test findings can be applied to reduce that to 3 windows and 5 minutes with the same level of customer satisfaction?
  • In this case, the high-level business objectives would be:
  • To increase (double?) the CSR's productivity.
  • To provide shorter calls, which increase customer satisfaction

Average turnaround time: A metrics test takes about 50% longer than a usability test of the same size and scope.

  • That is, if a qualitative usability test takes a usability specialist one week for all activities, a comparably sized metrics test is likely to take 7.5 days of time.

How it works: Productivity and performance improvements often come from these types of activities, which is a larger process than one metrics test:

  • Use or create measurable performance goals
  • Identify the most frequent and important tasks, with their steps and sub-steps
  • Test or simulate the system (with one user at a time) under normal and peak loads, in the real context if possible (that is, real callers or using scripts based on real calls)
  • Measure outcomes, durations, errors, learning rates, etc.
  • Identify improvement opportunities
  • Design improvements:
    • If possible, re-engineer the work flow and process.
    • If that's not possible, sum the improvement opportunities.
  • Simulate and test the new design
  • Identify and sum the strongest improvements
  • Calculate their cost/benefit across the system life cycle
  • Prioritize, implement and re-test (as needed to maximize productivity)

Key knowledge questions: A typical mistake is to focus on process-based metrics. Metrics is more than monitoring actions. It has three sides, and all should be included:

  • There is an often overlooked external side:
    • Compare this system's performance and satisfaction to other systems.
    • Are there other, better ways to achieve the same goals?
    • If so, how much better are they?
    • Which system is the best or right solution?
  • If this is the right system, then measure system performance, efficiency, effectiveness, outcomes, costs and benefits of improvements, etc.
  • And if this is the right system, then measure user satisfaction using a standard set of questions across all tests, to clarify what is and is not achieved from the users' viewpoint.

How to get it right: Contact us.

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