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AT A GLANCE:

  • I interviewed older adults to understand challenges they faced staying connected with friends and family as a result of COVID-19

  • I learned that challenges mastering popular social media platforms and video conferencing tools were a major contributor to isolation

  • I researched and developed a prototype for a smartphone app designed for seniors to gain 1-on-1 technical support from a trained assistant.

 

Project Details:

  • Role: UX Designer, UX Researcher

  • Time Frame: 4 months

  • Team: Hana Chung, Yiting Zheng, Sharvari Bondre

Skills:

  • Semi-structured interviews

  • Usability testing

  • Qualitative data analysis

Tools:

  • Miro

  • Figma


Problem

The COVID-19 pandemic has permanently changed the way we interact with each other. Face-to-face communication has been replaced with face-to-screen, forcing communities to quickly pivot to this new normal. However, not everyone is finding this virtual transition to be smooth. Older adults in particular are finding it difficult to stay connected with friends and family on social media and video conferencing platforms, citing knowledge gaps as a top reason. This isolated lifestyle is having an adverse effect on the well-being of seniors worldwide.


Research Goal

Understand how seniors stay in touch with loved ones virtually and determine areas of improvement in the virtual communication experience

(We define virtual communication as social media apps and video-based products like FaceTime and Zoom)


interviews

To obtain more insights on seniors’ experiences staying connected with their loved ones during the pandemic, I conducted two of our six semi-structured interviews with family, friends, and neighbors aged 65 and above. Our goal with our script was to learn the following:

  • The importance of communication to a senior’s daily/weekly routine

  • Methods seniors used to stay connected with friends and family

  • Key issues affecting their ability to connect virtually.

Analysis:

Qualitative coding and affinity analysis were used to understand core interview themes. Quotes, observations. Quotes and notations were sectioned into topics in a Miro board (e.g. devices/apps used, challenges, alternatives). This created a map of content that facilitated review and further division into subthemes.

This process culminated in the development of four core findings that informed the final design requirements.

Findings:

1. Texting and calling from smartphones were the most popular forms of communication, social media less so.

 
I have a Facebook, but most of the people I actually talk to are just on my phone. Facebook just shows you what other people are doing, which isn’t always important.
— P5
 

2. Seniors craved the connectivity of social media platforms, but were overwhelmed by the number of features and concerned about privacy.

 
Every time there’s an update on the [Facebook] app, I don’t know what is going on. Tasks are different and it is up to you to figure it out.
— P1
 

3. Younger family members were the primary source of technical support for seniors, but seniors valued the independence of learning without their help.

 
My grandson showed me how to do some things on [my phone] before, but I forgot how he did it. I’m probably not going to ask him again
— P4
 

Ideation

Based on findings from our interviews, we made some assertions about our audience and used them to brainstorm some “how might we” questions:

  • Seniors don’t feel comfortable connecting with others on current social media platforms —> How might we develop a social platform specifically for seniors?

  • Seniors don’t know how to customize their experience on social platforms —> How might we educate seniors on privacy settings?

  • Seniors don’t feel comfortable relying on their family for help —> How might we provide virtual tech assistance for seniors?

  • Seniors don’t interact with family as much as they’d like —> How might we encourage people to connect with older family members?

I developed some sketches for providing virtual tech support to seniors:

After reviewing each team member’s sketches, we opted to continue with the concept of virtual tech support for older adults. We found notable flaws in the execution of our other options and found this concept to be the most impactful:

  • How might we develop a social platform specifically for seniors?

    • Seniors want to connect with family/friends of all ages, not just fellow seniors

  • How might we educate seniors on privacy/viewing settings?

    • Requires seniors already be generally familiar with platforms. Difficult to determine where to start.

  • How might we provide virtual tech assistance for seniors?

    • While alternatives like YouTube exist, they lack the personal, tailored nature of a dedicated assistant

  • How might we encourage people to connect with older family members?

    • Someone with this level of initiative would likely set up a reminder on their own.


Competitive Analysis

To understand our competitive landscape, I assessed one of four existing solutions (Candoo) targeting older adults. While there were quality options already on the market, we noticed some potential issues or gaps from our competitors:

  • Our competitors do not have smartphone apps

  • Many solutions are inaccessible to low vision users. Font size and color contrast often fail to meet recommended thresholds

  • Steep recurring payment plans and user request limits were standard aspects of existing solutions

competitive analysis matrix featuring Candoo, OATS, Quincy, and Teeniors

User Flow

For our concept to become a successful product, there were certain attributes our solution needed to have:

  • Flexibility - in the way users interact with the tool and ultimately receive help

  • Personability - in the overall feel of the app and the manner in which assistance is given

  • Usability - to set us apart from competitors and build trust with users

With this in mind, out user flow included:

  • Choice in the form of help received (chat, hotline, video)

  • An assistant matching system based on language and assistance method preference

  • The ability to receive immediate help without logging into an account

user flow diagram

Low-Fi prototype

Our initial app concept included two main features:

  • Direct Help - immediate virtual assistance from a tech expert

    • Users select between meeting via video, phone call, or chat

    • Both user and assistant can share their screens with each other to improve understanding of the problem

    • Users grade assistants on their service afterwards

  • Tech Learning - self-paced education through tutorials and forums

    • Short video tutorials covering a variety of topics (ex: How to change Facebook privacy settings)

    • Ability to save and watch tutorials at one’s convenience


Design Evaluation

User testing was conducted with eight individuals, including seniors with a range of tech comfort. From our testing, we gathered the following:

  • Home Page - Our users’ first interaction with the app created an unsettling experience

    • The page lacked warmth and a clear goal

    • “Help me now” option created a sense of alarm and didn’t specify how help would be administered.

    • Users questioned the benefit of logging in / signing up in the app and didn’t see a connection to the app’s features

  • Terminology - Our choice of words and descriptions led to more questions than answers

    • Users were confused by our use of “Sagent” (a Sage agent) to describe our tech assistants.

    • The term “hotline” in our assistance options was outdated and misleading.

    • “Tech Learning Session” did not provide any clear picture of what it entailed.

  • Tech Learning - Our service offerings within this feature needed to be reexamined

    • Users showed little interest in watching live broadcasts of tech sessions

    • “Add to schedule” option felt disconnected because the user’s schedule was not viewable on the same screen

    • Tutorials lacked full descriptions including timestamps, host information, and related videos.

This feedback informed another iteration of design, ultimately leading to our final solution.


Final Solution

Sage is a smartphone app designed for seniors to gain 1-on-1 technical support for social media and video conferencing apps from a trained assistant. Users can:

  • Connect via chat, phone call, or video with a virtual assistant to receive direct help

  • Share screens to walk through issues and answer questions

  • Watch bite-sized tutorials on popular social media topics

three images of the Sage smartphone app
 

getting started:

  • “The best tech help for seniors” clearly and concisely states our purpose

  • Verification code is used to connect to a user’s account, removing the need to remember log in information

  • “Tap to speak with an assistant” provides a clear, but welcoming directive

Assistance Through Chat:

  • A photo of the tech assistant adds credibility and personality to the experience

  • Traditional chat functionality creates a familiar atmosphere

  • Instruction on screen sharing and details on privacy quell some concerns the user may have

Tutorials:

  • A photo of the tech assistant adds credibility and personality to the experience

  • Traditional chat functionality creates a familiar atmosphere

  • Instruction on screen sharing and details on privacy quell some concerns the user may have


Impact

Our team was positively impacted by learning how to engage with seniors and other vulnerable groups. Classmates and other researchers also benefitted from best practices we shared throughout the project.


Realization Plan

To bring Sage to the next phase of development, several things should be considered:

  1. Research technical requirements – More research needs to be done to plan out how the tool’s more technical features can be implemented (e.g., assistant matching, phone screen share).

  2. Clarify offerings and limit scope – It would be costly to hire round-the-clock tech support for every social media and video conferencing app on the market. We will need to determine what products are our focus and deliver top notch support in these areas.

  3. Further user testing – Testing Sage with seniors with disabilities and different technical skill levels will determine whether the tool is meeting the needs of its user base.


Lessons Learned

  1. Iterate, Iterate, Iterate! - This project took place in an introductory course, so it is structured to provide a sequential overview of the interaction design steps. This left little time to revisit earlier steps in the process to improve the final product.

  2. Don’t get stuck on one idea - It’s not always easy to take a step back and reexamine decisions. The concept of a smartphone app to aid people who struggle with technology is incredibly complex when considering the required skillsets of target users. In the future, I’ll spend more time in ideation to provide a wider breadth of concepts before moving forward with one.

  3. Listen to everything the user says - Focus more on interview questions that discover a problem, not attempt to lead users to a solution. The user always has the answer and it’s up to us to identify it.