I was chatting recently with an old colleague from Microsoft who is responsible for sourcing vendors to help when internal usability resources aren't available. We came up with a decision tree to use so that teams could find the right kind of vendor support.
It turns out that the decision tree isn't just useful for Microsoft teams, it is generic. Try it for your project:
- What stage in the dev process is the team at?
- Concept: Use an experienced vendor who can use advanced methods to provide good interpretation of user needs and help the team form a strategy.
- Early development: Use an experienced vendor for concept testing (paper prototypes, site visits, etc.) and a cheaper one for lab-based studies using early code.
- Close to finished (beta): Use a cheaper vendor who can churn through participants for verification and can find show-stopper issues.
- Post-release: Use a cheaper vendor for benchmarking, a more experienced one for early work on the next product cycle.
- What type of application/service are you building?
- Standard product, no particularly new concepts or interaction styles: Use a cheaper vendor who is confident with traditional usability testing techniques.
- Unusual, new, or different interaction styles (i.e. MS Surface, mobile, games consoles): Work with a more experienced vendor to create suitable usability testing strategies for the novel areas. Later you may be able to transfer this work to a cheaper vendor resource.
- What type of budget do you have?
- User research should account for around 10% of total budget. That includes early concept research and later lab testing.
- Counterintuitively the less money you have, the more likely you are to benefit from hiring a more experienced vendor. They will provide deeper and longer lasting insights rather than just telling you how many people successfully used your current prototype.
- What type of management resource can you offer?
- We have on-site UX managers: Cheaper vendors tend to need more oversight. An agency usability tester will need daily management, typically from someone very familiar with the usability role.
- We need a self-starter who can manage *us*: More experienced vendors will be more self-sufficient. They will ask for the resources they need and provide direction to the team rather than needing to be told what to do.
Or to summarize, use a more experienced vendor when you need insights, use a cheaper one when you just need verification.
I fall into the more expensive/experienced end of the spectrum. Why would I "give away" potential work by recommending cheaper vendors? Because that work is also less interesting to me. Sure, I can do it, but it's not as exciting or challenging as working with an engaged team who are struggling to find out what it is that their users need and want. There is plenty of room in the industry for multiple levels of usability support. I would rather that a team spent less money where possible on usability and saved more of their budget for the areas that really matter - exploratory research and unusual interactions.