Remote UX design: Remote Research (1 of 2)

Remote UX design: Remote Research (1 of 2)

Monday 16th of March 2020
Written by: Tania Lang

What UX designers can do to help with the COVID-19 pandemic

With the COVID-19 pandemic and world changing around us on a daily basis I began to wonder how this impacts the work we do as UX designers and more importantly, what we can do to improve the world through human centred design.

One might assume on the surface that ‘human centred design’ is the last thing we want to do at the moment as it involves human to human close contact that we should try to avoid if not necessary. Much of what we do as UX researchers and designers involves talking to customers, involving customers in co-design sessions in close contact and sitting next to customers testing concepts.

The challenge? How to do human centred design without face-to-face human contact with customers.

I have run a digital agency in Brisbane, Australia since 2003 and our clients (typically large corporate and government agencies) have customers all around Australia, often in rural and remote areas. Undertaking remote UX is often a necessity that we do on a regular basis. 

I thought I would share some of the remote UX design methods we use in the hope that this might help others keep their projects going rather than stopping everything as we all work through this global pandemic.

If UX designers all around the world are able to safely continue working using remote UX methods, then maybe we can reduce the risk of redundancies and supporting the businesses around us that rely on our spending while continuing to improve customer experiences for the products we work on.

In part 1 of this 2 part series on remote UX methods, I will explore remote research methods. In part 2 I will explore remote design and UX testing methods.

Remote user research

There are a few user research methods that you can use that don’t involve face-to-face contact with users if it is not practicable to do so for cost, time, access and now safety reasons.


Your first thought for remote research might be online surveys. Yes you will get some insights into your users with surveys but they won’t give you the rich qualitative insights into your customers’ needs, motivations and issues that will really help you solve their problems. Read my article ‘User research methods: qualitative vs quantitative, opinion based vs behavioural‘ last year analysing Australia 2019 pre-election opinion polling failure and my views about online surveys.

Diary studies

Another remote research method is using diaries to study user experience.

A diary study is effectively a way for users to capture and self-report on user behaviour over a period of days, weeks or even months. The intent is that users methodically record their behaviour, thoughts and opinions on a regular basis via mechanisms such as journals, diary apps, cameras or surveys.

Diary studies are supposed to be less of a burden on users than other methods as in theory, it is only a few minutes of their time each day or week. The reality is that it can take quite a lot more time for users to find and access the tool they need to record data and get into the frame of mind to do it.

The other supposed benefit of diary studies is that you don’t need to rely on your users’ memory a few days or weeks after their experience because they will methodically record their experiences as they go. The reality is that often users will complete their diary the night before they have to submit it or meet their researcher. Whilst there are tools now that can force users to capture and report on a daily or regular basis, this also creates a mountain of data for researchers to sift through and make sense of.

OK. So if surveys and diary studies aren’t great remote research methods then what else is there?

Image of user completing a diary study with photos
Diary studies can involve journals and/or photos regularly recorded

Remote 'contextual' interviews

One of the methods we utilise at PeakXD are ‘contextual’ interviews using remote online meeting tools such as Zoom. The reason I say ‘contextual’ is that in the strict sense of the word they are not fully contextual as the researcher is not in the user’s actual environment. However, with the aid of webcams or in-built cameras in phones or tablets, we can often ask the user to pan around and show us their environment or to screen share if they want to show us what they are talking about or doing.  

Of course there is also the old fashioned phone interview but this is not as good as ‘contextual’ interviews conducted via online meeting tools which still allow us to pick up a lot of body language, facial expressions and data about their environment that we can’t get by talking on a phone.

In terms of tools, whilst we have used Skype in the past, we find Zoom a lot easier for end users to access and use and we don’t waste valuable interview time providing tech support. Zoom also allows us to record interviews and have observers join as well.  

Zoom meeting - image source Zoom
Source: Image source: Zoom

Zoom workshops

Occasionally we find it useful to conduct workshops with client facing staff or external stakeholders. An example of this is a research project we are working on at the moment that involves researching the career related needs of rural, regional and remote Australian school students.

For projects such as these we want to get the perspective of school career counsellors and guidance officers in rural, regional and remote regions across the whole country. These people know all too well the challenges their students face but it is logistically challenging and expensive to get all of these people in a room together. Whilst interviews can be effective, they are also time consuming and unless we do a lot of them, they may not be representative of schools and students across the country.

One method we are using involves running small group workshops using Zoom online meetings. We generally try to limit the sessions to 3 participants and the host or facilitator. We find that group online meetings with 4 participants using gallery view (as per image below) is conducive to a good group discussion for 1-2 hours.  If you have more than 4 people in a session then participants can be a bit reluctant to speak up and it can be a bit challenging to facilitate.

Like any workshop, make sure you have a good facilitator and question guide.

What about user consent in remote studies?

We should all know the importance of obtaining participant consent when conducting research, especially if recording the research session in any way. But how do you give users a consent form and get them to read and sign this when conducting remote research?

We used to email forms to participants and ask them to sign the form and either scan it or take a photo and return it. Alternatively, we would read out the consent form and get verbal consent which was recorded. But both of these are time consuming and tedious for anyone.

More recently we have recreated our informed consent form using an online tool called Jotform. This is an easy to use form tool that allows us to create a fully branded consent form which we send to participants prior to the research session. Participants can sign it digitally and submit it to us before or at the start the session.  It is so much easier for all parties and we get to keep a digital record of all consent forms.  See below for an example.

Example of an online consent form

In part 2 of this series I am going to discuss some of the remote methods and tools we use in the design phase.

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