User Testing for CDC Public Health Portal
You have new functions and designs on your application.
Having a user researcher is important to get users to test your wireframes and prototypes and provide user-centric insights that can aid in a more efficient product both before and after product release.
Project Scope
Goals: Understand how public health orgs intuitively navigate a data sending observation Portal
Client: Center of Disease Control and Prevention (CDC)
Method: User testing interviews
Duration: 8 weeks
Participants: 6 public health data producer, tech company, public health data receiver teams; 7 internal team members
Recruitment: Email volunteer existing users, email team members
Tools: Miro, MS Teams, Dovetail, Figma, site test environment
Background
Public health agencies and the general public need to know accurate data on immunizations, cases, and other associated data on various diseases, viruses, and disorders. The CDC needs to collect the data the data from many sources so that they can analyze the data and disseminate statuses.
I conducted a user testing initiative to identify how organizations and tech companies who send and receive public health data to the CDC would interact with the features accessible on the Portal.
User Testing
Do users like these features?
Later I conducted user testing sessions. The first user testing session used UI wireframes. The second user testing session used a functional prototype.
Wireframe Method
I interviewed 6 Portal customer teams, 3 Programs and 3 Public health tech companies.
I recruited the teams by availability (work together). I was required to abide by the Paperwork Reduction Act regulations limiting my user participant count to 9 participants total. We used internal users as the testing environment was just implemented and we were working out kinks before showing to external users.
During the session I:
Asked of the teams’ broader organization, industry, public health domain and how they have sent or received data to Portal Company prior (if they have)
Asked what pain points do they have in sending and receiving public health data
Facilitated a user testing session providing access to the wireframes where users sorted features shared their thoughts on each page and were guided to complete a few simple tasks
Some features were not available on the prototype but was still asked on participants:
Upload Files page
Support page or pop-up
Manage Users & Data page
Profile & Settings page (was available but in JSON format)
Wireframe Findings
I recorded participants’ comments and documented them. I synthesized the major themes. A few themes were:
route should be renamed
having a customizable timeframe filter
having a timeframe that can narrow down to the hour for users sending or receiving thousands of submissions daily
showing the type of error
some click on the Failed button under status rather than the 3 vertical dots
file icon not very clear and can mean multiple things
sort not useful for users sending or receiving a lot of submissions regularly
want to be able to filter by other metadata fields
submission detail stages look clickable but are not
profile or somewhere can show details of what data streams and features one has access to
Prototype Method
I interviewed 7 members of 3 teams internal of Portal teams: Customer Support, Upload API, and Portal Company lead.
I recruited the teams by availability (work together). I was required to abide by the Paperwork Reduction Act regulations limiting my user participant count to 9 participants total. We used internal users as the testing environment was just implemented and we were working out kinks before showing to external users.
During the session I:
Asked of the how the teams will use Portal and interact with the Portal ecosystem currently and anticipated in the future
Asked what pain points do they have in receiving public health data, data monitoring, and resolving issues
Facilitated a user testing session providing access to the test environment site where users sorted features shared their thoughts on each page and were guided to complete a few simple tasks
Some features were not available on the prototype but was still asked on participants:
Upload Files page
Support page or pop-up
Profile & Settings page
Manage Users & Data page
Prototype Findings
I recorded participants’ comments and documented them. I synthesized the major themes. A few themes were:
confusing unusable half screen login page
may require more than one authentication company
not clear what will come from the bell icon
would like error displayed on the dashboard for easy visibility to take action
display actions needed (or lack thereof) for the user to support error
a customer support ticket attached to a particular error file
ability to adjust pagination of Track Submissions
search of some sort is needed
tell users if one needs to resubmit
Conclusion
The insights from the service design workshops and documentation as well as the user research and testing supported the initial version of the Portal.
Unfortunately, the Portal product was cancelled in an effort to consolidate products at Portal Company. Fortunately, many of the insights and ideas was later used on a different product form Portal Company.