Mapping China

School of Information Management & Systems
B e r k e l e y


SIMS 213

User Interface Design and Development


Project Overview

Assign 1
project proposal

Assign 2
personas, goals, and task analysis

Assign 3
Scenarios, Comparative Analysis, and Initial Design

Assign 4
Low-fi Prototying & Usability Testing

Project Presentation (powerpoint file)


Assign 5

First Interactive Prototype

Assign 6
Project Heuristic Evaluation

Assign 7
Second Interactive Prototype

Assign 8
Pilot Usability Study

Assign 9
Third Interactive Prototype








Assignment 4: Low-fi Prototying & Usability Testing

  1. Introduction
    • The System
    • Purpose and Rationale of Experiment
  2. Prototypes
  3. Method
  4. Test Measures
    • What we measured or looked for and why.
  5. Results
    • Results of the tests.
  6. Discussion
    • What we learned from the low-fi evaluation
      • what we'll change in our interface from these results
      • what the evaluation could not tell us.
  7. Appendices
    • Materials (script, task instructions, forms)
    • Raw data (critical incident logs)
  8. Work Distribution Table









Introduction

The System

MappingChina is a web-based tool that we are developing to help business-savvy students and professionals conduct high-level market research about China. One feature of our tool is helping people do a quick competitive or "five forces" analysis of an industry in China. While our prototype focuses on a single industry -- that of wireless telecommunications in China -- our intention is to create a scaleable infrastructure design that can feasibly expand to other industries and geographies, if our team were given more time and resources.

Purpose and Rationale of Experiment

The purpose and rationale of our lo-fi prototyping and usability testing was to present our initial design concepts and task flow ideas to participants who are part of our target user group and gain insight into the types of competitive data required by them, the optimal page location for such information, and the types of components that would best support the competitive overview. Feedback from the testing process will determine the major design direction for our project, in terms of general layout and navigation. We intentionally selected a new set of three participants for this phase in order to get new perspectives on the tool.



 


Description of Prototypes

 

We refined the scope of our project following instructor feedback and similarly rewrote our user scenarios. Picking up on a common goal of our users, we chose to focus on providing a quick competitive overview of the wireless telecommunications industry in China. Such analysis could not only supply summary information about an industry or sector but also identify supplier, customer, partner, and competitive relationships. There currently appears to be no simple, online way to accomplish this. Current alternatives include loosely structured Internet searches (typically using Google) and phoning industry analyst friends (as described by Stella, one of our sample users). We also presented mapping features, news feeds, and general city information. (See our System Flow Diagram for a basic visualization of our site's components.)

We devised two major design concepts, one resembling a portal (Prototype A) and one centered on a search function (Prototype B).

Prototype A

The portal prototype depicts five components: industry competitive analysis using a five forces diagram; industry concentration map; general city information; top news story links; and search function.

Industry Competitive Analysis. The user selects an industry to analyze by clicking a radio button. This brings up an Industry page that gives a brief overview of the industry and presents a clickable value chain for that industry. The user selects the value chain segment he or she wishes to analyze, which brings up a sector overview and five forces diagram. This feature is also clickable, allowing users to get specific information on industry competitors, potential entrants, buyers, suppliers, and substitutes. By clicking on a particular five forces box, users will get a Five Forces Analysis page with specific information related to that force. The sidebar for both Industry and Five Forces Analysis pages contains the search function and respective news story links.

Industry Concentration Map. This feature shows the geographic concentrations of the various industries in China. There is a slider bar that allows users to view changes over time.

General City Information. Our intention was to present general statistics on major cities, such as Shanghai, Beijing, and Guangzhou. By clicking on a city, users will access a page that gives a profile of the selected city; its area, population, and GDP; major industries and companies; and city map.

Top News Stories. This sidebar feature shows users the top headlines for the high-tech industry overall.

Search Function. This allows users to query the site using company name, industry, city, or news keywords.

Prototype B

Prototype B presents the same information as Prototype A using a more advanced search function as the entry point. From the home page, users can enter search parameters, such as part of all of the company name, or keywords. They can select the News checkbox to find only news articles. The industry radio button on our prototype was set to the wireless telecommunications industry since this is the focus of our project. After entering search parameters, users click the Search button.

If the News checkbox was not selected and the user had entered data in the Company Name field, the resulting window would show the list of companies closest matching the input supplied by the user. The matching records also provided a one-line summary of the company, such as name, city, and industry sector. Clicking a company name on the list would open the company summary page.

If the News checkbox was selected, the resulting window would show the list of news stories, preceded by a short list of frequently-occurring terms ("hot topics") in the news stories, and top headlines.

If only the Industry was selected, the resulting window would give an overview of the industry, including value chain, top players, five forces analysis, history of the industry in China, and recent industry news headlines linking to full stories. Clicking on top player names would lead to that company's overview page.

Industry Sector pages are similar to Industry pages, with their own value chain, but including a reference to the industry value chain to show what position the sector has in the overarching business. Industry Sector pages would also include a list of top players, five forces analysis, history of the industry sector in China, and recent news headlines.

Company overview pages include business summaries and contact information similar to those of company profiles in Yahoo!Finance.



 


Method

Participants

Participant 1 is a male second-year MBA student at the Haas School of Business at UC Berkeley who has an undergraduate degree in electrical engineering and computer science. He was born in China and raised in Hong Kong. He has several years of experience in enterprise software and Internet startups in Silicon Valley and extensive experience in managing business analytic systems. At Haas, his focus is on global technology management. He looks forward to pursuing a career in the software or telecommunications industries tying together China and Silicon Valley. (He speaks Cantonese, Mandarin, and English.)

Participant 2 is a male Ph.D. student in the School of Information Management and Systems at UC Berkeley. He has extensive training in information systems design as well as business. He is not actively looking to find information about China's high-tech industry but is interested in learning more about that market for general knowledge purposes. His interface design expertise gave us much-needed guidance in selecting from various design options.

Participant 3 is an international male graduate student looking to work for a multinational's China office this summer. He currently is a visiting scholar at the School of Information Management and Systems at UC Berkeley and his focus is on the economics of information. He hopes to explore opportunities in China's high-tech market by researching how multinationals are performing in China. He laments the amount of work it takes to gather news and research and is looking forward to using a tool like MappingChina to find industry overviews and company profiles.

 

Task Scenarios

For each prototype, we asked our participants to go through the tasks required by four different scenarios.

Prototype A

Scenario 1. Find out the companies and product announcements that made the headlines relevant to China at the 3GSM conference last week in Cannes.

This scenario looked to see how people would use the Search and News features of our site.

Scenario 2. ChinaSoft is a company coming to hire at Haas in a few weeks. Find out the kind of information you would normally seek out in deciding whether to apply for the job. Please walk us through the procedure you would expect with this interface, and tell us what information you are specifically looking for.

Here, we were looking for two things: how people would find our site's company information, and what information people look for when searching for a job.

Scenario 3. You've heard about the WAPI standard in China. What is it and what companies are actively working on WAPI solutions in China?

This scenario tested how a user would find both company and industry information.

Scenario 4. Thinking about alternative business opportunities in China, you are considering taking the entrepreneurial route, taking WiFi to the Chinese people. Does such a market already exist? You want to make a list of some companies you might consider as partners or suppliers in China.

Again, this scenario tested how users would find company and industry information but looked further into the types of information entrepreneurs would seek.

Prototype B

Scenario 1. [Same as Prototype A.]

Scenario 2. You are writing a business case study on Bejing GongSi Corp. How do you size up the company and its competitive enrionment? What statistics and data do you look for/at?

This scenario sought information about how business students research case studies.

Scenario 3. What companies are leading the productization of TS-CDMA-based products in China?

As for Prototype A, this scenario tested how a user would find both company and industry information.

Scenario 4. [Same as Prototype A.]

 

Procedure

Three MappingChina team members were present at each test, functioning either as the facilitator, computer, or observer. We wrote a script that the facilitator read to each participant. After reading the introduction and before proceeding to the usability test, the facilitator had participants read and sign consent and records release forms (although we ended up not taking any pictures during the tests in order to not impede on the participants' concentration). The facilitator and computer then stepped the participants through each scenario. We provided a copy of the script to two partipants when it became apparent that they would be more comfortable having a copy of the scenario questions to refer to. The observer recorded participant responses and questions. After completion of the scenarios for both prototypes, we debriefed the participants, asking them their impressions of the prototypes, what they would have liked to see on each of the pages, and what problems they had with either the content, format, or navigation. Although the facilitator was still the primary "speaker" of the group during this process, the computer and observer also asked questions.



 


Test Measures

Because we are still refining the scope of our project, our primary goal for the usability testing was to put our ideas into an interface context -- make them "real" -- and then get feedback on content and placement. While we didn't apply any formal metrics to the test and responses, we looked to users to shed light on a number of issues:

  • what they thought of the "five forces" analysis, both in concept and implementation;
  • how users wanted to enter the site, either through a portal or a search interface;
  • how intrigued people were by the mapping feature;
  • what things users would like to see mapped;
  • how helpful is the news feature and how is it best categorized and displayed;
  • whether city information is useful; and
  • how users would use a search function.


 


Results

The results of our usability tests helped us reach consensus on the issues discussed above in "Test Measures" and alerted us to the presence of new issues we had not noticed before. For example, the first tester pointed out that the five forces term (developed by Michael Porter) and diagram could be intimidating to someone who had never seen or heard of it before. A more accessible and generic term would be "competitive analysis."

A major point of confusion found for both prototypes was the search function. Testers were not sure how to limit or specify the domain of their search, and they didn't know what to expect in the results page. There was also confusion over exactly what constitutes an industry, as some technology terms span multiple industry categories. Users liked Prototype B's search interface, as it seemed to allow them to focus keyword searches in specific and multiple categories, but they expressed reservations about the need to "look for the deep question right away," rather than browse for information.

All testers expressed doubts about the maps. While intrigued by a visual indicator of where companies and industries are located in China, users didn't really know what they would do with that information. They did offer a number of ideas for presenting company and industry data on a map, which we will be evaluating.

The testing process revealed that our tool is not the best for conducting a job search. One participant told us bluntly that he probably wouldn't use MappingChina for a job search, seeing it instead as a tool for conducting competitive analyses of an industry. We also realized that general city information might also be outside the best strategic scope for our project.

Our tests also provided us with crucial basic information, such as using the same web page format for industry, sector, and company overview pages, joining relevant information currently in a sidebar with the main page, and providing a more hierarchical and apparent way to "drill down" for information.

 



 


Discussion

The most important result of our usability testing was seeing which features users viewed as most central to our application. We offered mapping, job information, news, and general city information as well as industry analysis, and the consensus seemed to be that if "five forces" or competitive analysis was the key component of our tool, we should dispense with some or all of the other features. Our users' reactions and feedback shifted our perspective back to focusing on this core element.

Based on this and other observations, we were able to rank the various features in terms of importance:

1. competitive industry analysis / efficient, flexible search function
2. news
3. map
s

This ranking will drive the refinement of our design. We will probably merge the home pages of the two prototypes and more prominently feature the industry analysis element, better-classify industry categories, and hone the searching function to allow users to search within selected keyword categories. We will also develop a more interesting and sophisticated way to visualize and implement the competitive analysis. We'll eliminate the "City" section of our site and reevaluate how we'll present news. We'll think about better, more apparent ways to hierarchically structure industry and company information and refine the list of data we'll include for each. At the most basic level, we'll standardize the design of the pages and consider how to present them, whether as pop-ups or other panes or by using frames.

What the evaluation didn't tell us was exactly which industry and company data we'll need to include. That will involve more research and discussions with business students and professionals.



 


Appendices

Task Script

Consent Form

Records Release Form

Response Data

Critical Incidents Log

System Flow Diagram