Hi Kevin,

We did a lot of remote usability testing while I was at Microsoft since our
customer councils were spread out across the globe. Being able to record and
annotate the recording is really critical... MS had a custom tool, but I'd
look to the tools that others have recommended for some good ideas.

Beyond that I think there are some procedural questions that you might want
to consider. Since you aren't going to be there to work with the
participants face-to-face, I recommend arranging a 10-15 minute phone call
before conducting any testing to introduce yourself and just talk about the
process. This was helpful for laying the ground work and getting the user
used to talking to you on the phone, in the same way practicing a think
aloud in person helps the user adjust to that process.

Since you're doing this remotely, you have the benefit of users using the
software to do their own tasks, as opposed to tasks that you have created
(assuming your users are already using the software). In this case, you
might consider a diary study, where users take notes on their use of the
software for 2 weeks - jotting down how they used the system, making special
notes of any high or low points. You can then use the diary for a guided
retrospective during your actual interview, and cast a wider net in terms of
issues that you find. There are certainly tradeoffs between a diary study
and a traditional one-shot usability study, but I was fairly successful in
finding a fair few critical issues with a remote diary study.

Good luck!

-Sam
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