PHASE 3: USABILITY TRACKING IN NOTES

In addition to conducting testing, the usability team designed and developed a Lotus Notes database. The primary purpose of the database was to serve as a mechanism for tracking usability issues identified in testing. Each issue was put into a separate Notes "document" which included a description of the problem, which platforms it applied to, and any cross-platform consistency issues. Issues in cc:Mail on one platform frequently related to other platforms as well, as well as to issues in competitive products. To manage this information, Notes "views" were created for each product. Then, the issues could be viewed by priority, functional category, or status.

Priority levels ranged from one to five and were assigned by the usability team based on frequency of the task and severity of the consequences. The number of people who experienced a problem in a test was also a contributing factor. For example, a problem experienced by eight of eight users in a test was assigned the highest priority. Categories included areas of e-mail determined by development, such as addressing, folders, mailing lists, and search. Issues could either be "open", or assigned a status such as In Progress, Done, or Deferred, based on agreement between the usability team and development. This method was used for cc:Mail on all platforms.

With the creation of the database, developers and product managers no longer had to make assumptions about addressing issues in the current product, for example, as they could simply "query" the database to see all addressing usability problems by priority or status. The database provided an easy way to produce status reports for upper management, to assess the impact of a change in one area of the UI, and to compare against the usability of similar features in competitive products.

Encouraging Team Participation in Testing

The Lotus Notes database was also used to post reports and maintain the schedule of upcoming tests to encourage project team members (in all roles) to be involved. Team members could contribute by observing tests and giving the usability team their impressions. All teams within Lotus could access the database, but the views containing confidential customer information on test participants were restricted to the usability team only. This was helpful in that it made usability efforts visible to a broad range of people working on the product. In addition, it was part of the Lotus corporate culture to use Notes databases for project management, so it gave the usability group a tangible presence across the company.


Beginning of Document | Top of This Page (Phase 3)

Phase 1 | Phase 2 | Phase 4

Results and Examples | Conclusions