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Infor Demand management: navigation user testing

Project Summary

The Infor Demand Management was in need of a new navigation paradigm in order to unify its product suite. Our primary goal was to obtain feedback on a new concept for Global Navigation design (left-side rail vs. existing app switcher model). Through testing, we hoped to uncover feedback on ease of use, satisfaction, and efficiency. My colleague and I created two design solutions for a quick A/B test.

Hypotheses and Assumptions

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  • Users will recognize the visual signifier of the currently active application.
  • Users will know how to open the app menu from the new design.
  • Users will understand that they can explore another application menu without leaving the current page.
  • Users will mistake the affordance of the hamburger menu, thinking the app switcher may live there.

Recruiting users

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We recruited participants from Hook & Loop’s Beta Tester Community, emailing 140+ active subscribers and asked them to book a time on the given dates. 

We received 14 sign-ups or roughly 10%. One participant did not show up to the interview, so we had 13 in all. Such is life. 

Most were actual Infor product users (some were Infor partners) in various industries such as retail, financial services, and healthcare.

Our two subtly different prototypes used in the A/B test 

Our two subtly different prototypes used in the A/B test 

What we learned

New design performed better
Participants in Test A had a much easier time finding the item they were looking for and everyone rated the task overall experience as being easy or very easy.

Hamburger confusion
Although participants in Test B were able to locate the file, they had a harder time understanding how the global and app/hamburger menus worked.

Visibility is everything
Having the available apps, alerts, and profile settings readily available makes them easier to use. It’s a classic case of “Don’t make me think.”

How testing informed the design

Enhanced recognition of icons.
Made the app icons look more like apps/modules rather than the current icons which are often used to represent system users.

Made clicking on app icons to display menus more intuitive.
Some participants were not expecting (at first) to be able to click on the app icons to display the menu.

Explored design solutions to minimize confusion of mistaken affordances.
Modified designs for system tools such as Search and Alerts, as the current method made them look active.

Considered internationalization in design.
Some non-English speakers had to work harder, plus some users worked from right to left so this needed to be taken into consideration.

Provided feedback to other product teams.
There was some great feedback regarding the hamburger icon/application menu and app switcher that could help these teams to advance their own efforts.