=Paper= {{Paper |id=Vol-2299/paper9 |storemode=property |title=Modeling User Interface Adaptation for Customer-Experience Optimization |pdfUrl=https://ceur-ws.org/Vol-2299/paper9.pdf |volume=Vol-2299 |authors=Christian Märtin,Christian Herdin,Bärbel Bissinger |dblpUrl=https://dblp.org/rec/conf/fmt/MartinHB18 }} ==Modeling User Interface Adaptation for Customer-Experience Optimization== https://ceur-ws.org/Vol-2299/paper9.pdf
    Modeling User Interface Adaptation for Customer-
               Experience Optimization

                                   Christian Märtin, Christian Herdin, and Bärbel Bissinger
                                             Augsburg University of Applied Sciences
                                                    Faculty of Computer Science
                                                        Augsburg, Germany
                         {Christian.Maertin, Christian.Herdin}@hs-augsburg.de; baerbelbissinger@web.de


    Abstract—The customer journey in digital marketing defines                With SitAdapt [14], [15] we have developed a software
several touch points, where interested users can directly interact        architecture for situation analytics and for integrating adaptive
with an e-business platform. In order to convert a user into a            behavior into web- or app-based interactive applications.
buyer, persona-based a priori adaptations of the user interface           SitAdapt fulfills the requirements for automating essential parts
can be combined with dynamic adaptations at runtime with the              of the customer experience optimization process as well as for
goal to optimize individual customer experience and guide task            various other domains from medical monitoring to driver
accomplishment. This paper examines customer experience                   assistance systems. Possible adaptations are modeled within the
optimization for scenarios from a cosmetics industry e-business           PaMGIS MBUID framework [5], [6]. They are triggered by
portal with the SitAdapt 2.0 system. Dynamic adaptations are
                                                                          situation rules and generated by activating and exploiting
triggered by situation rules based on the continuous analysis of
the users’ varying cognitive and emotional situations during a
                                                                          domain-dependent and independent HCI-patterns. In this paper
session. The model-based adaptation process exploits models and           we present our preliminary lab-based results for using the
patterns for the rapid generation of user interface modifications.        current implementation SitAdapt 2.0 with a new rule editor and
                                                                          an advanced situation interpreter within the e-commerce
   Keywords—customer journey; user experience; customer                   domain1.
experience; situation analytics; situation rules; emotion                     The paper includes the following main contributions:
recognition; eye-tracking; HCI-patterns
                                                                              •   Discussion of a new model-based approach [17] for
           I.   INTRODUCTION AND RELATED WORK                                     automating customer experience optimization
    Digitalization in marketing can be seen as a straightforward
approach to designing and implementing IT-based solutions for                 •   Defining the potential for software adaptation [24],
                                                                                  [12], [19], [20] based on situation analytics [3], context-
the generic steps of the customer journey. A customer journey
is a customer’s interaction at several touch points with a                        awareness [22], and situation-awareness [7]
service or several services of one or more service providers in               •   Demonstrating the suitability of emotion recognition
order to achieve a specific goal [9]. More focused on                             and bio-signal tracking for triggering user interface
purchasing a product, the customer journey can be defined as                      modifications [8], [19], [21], [23].
an iterative process that includes touch point based interactions
with a provider or a business during a pre-purchase, a purchase,              •   Detailing the adaptation process and workflow for the
and a post-purchase phase [13]. The journey could include                         e-business domain
experiences from earlier purchases and affect future purchases.               The remainder of the paper is structured as follows:
In this view no fixed a priori purchase goal is necessary, but the
service provider would try to arouse the interest of potential                Chapter II introduces the SitAdapt 2.0 system with its new
customers in the pre-purchase phase. At all touch points                  rule editor. Chapter III first introduces possible adaptation
between the provider and the customer, one has to distinguish             features and defines example scenarios for generic and
between the customer view and the provider view. It must be               individual situations that are occurring in different phases of
the provider’s goal at every touch point, to create a situation           the customer journey when visiting a cosmetics business portal.
that leads to optimum user experience (UX) for the potential              Some of the possible SitAdapt 2.0 use-cases are demonstrated.
customer.                                                                 After this, the chapter discusses the modeling and generation of
                                                                          adaptations. Chapter IV concludes the paper.
    UX during the customer journey is often described as
customer experience. As an extract and synthesis of earlier
research efforts customer experience can be seen as “a
multidimensional construct” that focuses on “a customer’s                 1
                                                                            Part of this work was carried out in cooperation with Dr.
cognitive, emotional, behavioral, sensorial, and social”                  Grandel GmbH, Augsburg, Germany. We greatly
reactions to the offerings of a provider or a business “during            acknowledge the opportunity to run the SitAdapt 2.0 tools and
the customer’s entire purchase journey” [13].                             user tests on their enterprise e-business platform.


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    Modeling User Interface Adaptation for Customer-Experience Optimization


                          II. SITADAPT 2.0                                          we used results from our cosmetics industry user study
    The SitAdapt 2.0 runtime environment is integrated into the                     [1] for finding plausible situation rules. Fig. 2 shows the
PaMGIS (Pattern-based Modeling and Generation of                                    creation of a simple situation rule with two conditions
Interactive Systems) development framework. The framework                           and one action. In this case only a dialog with the user
allows for modeling and generating responsive behavior in the                       is created. However, situation rules can also activate
user interface and has now been enhanced towards dynamic                            HCI-patterns in the PaMGIS pattern repository. These
adaptation by situation interpretation at runtime.                                  patterns are exploited at runtime to generate user
                                                                                    interface adaptations from predefined UI-, task-, or
    The architecture (Fig. 1) consists of the following parts:                      domain-model fragments.
    •   The data interfaces from the different devices (Tobii                   •   The situation analytics component analyzes the
        eye-tracker2, Empatica wristband3, Noldus Facereader4,                      sequences of raw situations with their parameters
        metadata from the application)                                              varying over time and condenses them to a situation
                                                                                    profile holding the most significant information about
                                                                                    the currently applying situations. Typical situations can
                                                                                    be described in the form of situation patterns. The
                                                                                    situation analytics component matches the raw
                                                                                    sequences to such situation patterns. A set of typical
                                                                                    domain-dependent and independent situation patterns is
                                                                                    available in the PaMGIS pattern repository. Such
                                                                                    situation patterns can serve as templates for creating
                                                                                    situation rules with the rule editor, where an action part
                                                                                    with one or more actions is added. New situation
                                                                                    patterns can be discovered by running offline data
                                                                                    mining tools, e.g., RapidMiner5, on the raw situation
                                                                                    sequences recorded during multiple sessions.



Fig. 1. SitAdapt 2.0 Architecture

    •   The recording component synchronizes the different
        input records with a timestamp, records the eye- and
        gaze-tracking signal of the user and tracks the emotional
        video facial expression as a combination of the six basic
        emotions (happy, sad, scared, disgusted, surprised, and
        angry) based on Ekman’s model [4]. Other recorded
        data about the user are, e.g., age-range and gender [15].
        The stress-level and other biometric data are recorded in
        real-time by a wristband. In addition, mouse movements
        and keyboard logs are protocolled [11].
    •   The database writer stores the data from the recording
        component and from the browser in the database in the
        form of discrete raw situations and manages the
        communication with the rule editor. Raw situations are
        generated at each tick of a predefined time frame                 Fig. 2. SitAdapt 2.0 Rule Editor with an example rule exploiting visual
        varying from 1/60s to 1s.                                         emotions provided by Facereader

    •   The rule editor allows the definition and modification                  •   The evaluation and adaptation component uses the
        of situation rules, e.g. for specifying the different user                  situation profile provided by the situation analytics
        states (e.g. if a happy state is observed, it will only                     component to decide whether an adaptation of the user
        become relevant, if the state lasts more than five                          interface is meaningful and necessary at a specific
        seconds and the grade of the emotion surpasses a certain                    moment. For this purpose the component evaluates
        activation level). For experimenting with rule heuristics                   given situation rules. Whether an adaptation is
        and observing users we built a prototypical web                             meaningful depends on the predefined purpose of the
        application for long distance travel booking. In addition                   situation-aware target application. Goals to meet can
                                                                                    range from successful marketing activities in e-
2
  www.tobii.com                                                                     business, e.g. having the user buying an item from the
3
  https://www.empatica.com/en-eu/research/e4/                                       e-shop or letting her or him browse through the latest
4
  www.noldus.com/human-behavior-
                                                                          5
research/products/facereader                                                  https://rapidminer.com


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    Modeling User Interface Adaptation for Customer-Experience Optimization


       special offers, to improved customer experience levels,          situation rules. Due to the limited space we can only discuss
       or to meeting user desires defined by the hidden mental          some of the most interesting findings in this section.
       states of the user. The adaptation component finally
       generates the necessary modifications of the interactive
       target application.
    These architectural components are necessary for enabling
the PaMGIS framework to support automated adaptive user
interfaces. In the user interface construction process, the
SitAdapt 2.0 evaluation and adaptation component cooperates
with the models of the interactive application (abstract,
concrete and final user interface model, context of use models,         Fig. 3. Emotional reaction after finding the ideal product
task and concept model) and can also access the HCI-patterns
(not to be confused with the situation patterns) residing in the           In order to illustrate the potential of situation-aware
PaMGIS repositories to build the necessary modifications of             adaptation we present some real-world situation examples and
the user interface at runtime.                                          possible adaptive reactions. In the first example (Fig. 3) a test
                                                                        person is searching for a specific winter skin cream. Upon
III. AUTOMATING CUSTOMER EXPERIENCE OPTIMIZATION IN E-
                                                                        reading the detailed description of the product Winter Silk
                      BUSINESS
                                                                        Crème, the user’s emotional state significantly changes to
   As a promising candidate domain for exploring situation              happy. A situation rule could now exploit this knowledge to
analytics and situation-aware adaptation we have selected the           give additional information about other winter products. The
e-business and e-commerce fields. In our current project we             improved customer experience near the purchase touch point
focus on a commercial cosmetics e-business portal.                      can directly lead to a purchase of this and similar products.
A. Dynamic Adaptation Features                                              In the next example (Fig. 4 and 5), the system has gathered
    We have implemented dynamic adaptation features for pre-            a priori knowledge about the varying gaze behavior of test
session, first session and recurring session adaptation. Typical        persons, who are known customers of the business or who are
adaptation features are related to the following areas:                 here for the first time, by distinguishing between the lab-
                                                                        created heat maps. The gaze behavior with respect to this
   Visual appearance of the application                                 image can be used to categorize anonymous users. The
   •  Gender or age specific coloring                                   customer experience during the pre-purchase phase can be
                                                                        improved. When the system assumes a returning customer, the
   •  Gender or age specific image selections
                                                                        focus of her further customer journey will be put on showing
   •  Soothing image or color selection
                                                                        aesthetic images, while in the other case more descriptive
   •  Age specific element size                                         information will be given during the rest of the customer
   •  Element ordering or widget selection dependent on age             journey.
      or emotional state
   • Screen contrast dependent on clock time, bio-physical
      or emotional user state
   • Font type, font size dependent on age, clock time, bio-
      physical or emotional user state
   New user interface or content elements
   •   Tutorial-offering at first session or dependent of user
       age
   •   Help functionality, e.g. chat window, help menu item,
       tool tips, UI element tips dependent on user behavior            Fig. 4. Heatmap for customers of the business
   •   Personalized fields and panes (user- and behavior-
       specific advertisement
   Content-based adaptation
   •   Personalized product offers or suggestions
   •   Voucher offering dependent on user behavior
   •   User feedback functionality dependent on user behavior
B. Complex Situation Examples for a Cosmetics Portal
   In a comprehensive user study with 9 female test persons
we tested the usability, user experience and emotional behavior         Fig. 5. Heatmap for first time users of the website
for several scenarios when interacting with a real-world
cosmetics industry web-portal [1]. These tests served as the               Another application area for using situation analytics in the
basis for finding domain-dependent situations and formulating           e-business field is the evaluation and fine-tuning of pre-defined



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    Modeling User Interface Adaptation for Customer-Experience Optimization


customer personas, which are used for pre-runtime adaptations             
and configurations of an application. Focusing on personas for                   Desktop_PC
a priori adaptation of the cosmetics portal can e.g. affect the                  ...
visual appearance, the product content structure, the level of                   
the product description language, the appearance of special                              product_view
                                                                                        
advertisements, or the gaming and social media orientation of
                                                                                        model_AUI_product_view_1
the website. Are test persons behaving like their respective                            
personas or are there significant deviations from the expected                   model_CUI_product_view_1
behavior? This can be evaluated by comparing the situation                               product_view
profiles that come up during persona-adapted user tests with                             product_view
the typical situation profiles specified during the persona                             
definition process. Vice-versa SitAdapt 2.0 can classify                         model_concept_Product_view_1
unknown customers or first time visitors into one of the given                          
persona categories by analyzing the situations appearing during                  Product_Textbox_Product_1(10 s)
the session and by analyzing the users’ behavior after situation-                       30-50
rule triggered adaptations.                                                             female
                                                                                         happy
   All of these user observations and behavior evaluations as                           
well as the adaptations of the interactive software are currently                       
done in our situation analytics lab environment. The rapid                                      normal
evolution of visual and biophysical user tracking and                                           green
monitoring technology will enable situation-aware individual                                   ...
adaptations for the end user in the near future.                                 
                                                                          
C. Adaptation Modeling and Adaptation Process
    By applying our MBUID approach, the modeling,                             The evaluation and adaptation component examines the
generation and adaptation of the target website is done with the          situation profile to decide, if an adaptation can take place. This
help of the PaMGIS framework and the integrated SitAdapt 2.0              is usually achieved by activating the responsible sub-set of
system (Fig. 1). The PaMGIS framework is based on the                     situation rules in the rule editor (Fig 2.). Alternatively, the
Cameleon Reference Framework (CRF) [2], [18]. In the                      programmer or web designer can directly provide code for
construction process first of all, the abstract user interface            interpreting the situation profile in the web application client or
model (AUI) is generated from the information contained in                server, which is triggered when the user interacts with specific
the domain model of the application that includes a task model            elements of the user interface
and the concept model (i.e. business model) and defines
abstract user interface objects that are still independent of the             In the concrete example, the situation rules specify that
context of use. This AUI model can then be transformed into a             additional information about other winter cosmetic products
concrete user interface model (CUI) that already exploits the             should be displayed in this particular situation. The decision
context of use model that includes the user, device, UI-Toolkit           can be refined by also taking into account the user persona, if it
and environment model, and the dialog model, which is                     is already known. For a strictly goal-oriented persona, a new
responsible for the dynamic user interface behavior. In the next          window with additional product information may be shown.
step, the final user interface model (FUI) is generated by                For a more cautious persona, a question text may appear,
parsing the CUI model and by exploiting the context of use                whether additional product information about winter products
model and the layout model [15].                                          is welcome.

    The first displayed version of the product e-commerce                     The evaluation and adaptation component now starts the
website is already adapted to the user. For example by using              adaptation process, which leads to the generation of a modified
the age and target device information from the context of use             user interface. A new CUI and subsequently a FUI is generated
model. The SitAdapt 2.0 system permanently monitors the user              and displayed to the user. The PaMGIS modeling environment
and recognizes the situations she or he is experiencing while             must provide all the necessary models, model variants and
viewing the webpage and interacting with the user interface.              model fragments necessary for user interface modifications.
The evaluation component recognizes in the first example (Fig.            User interface models may contain links to HCI-patterns that
3), that the user reads the text attentively and that the level of        can facilitate user interface code generation. More complex
the happy emotion surpasses a given minimum duration (e.g.                adaptations may also activate different tasks specified in the
more than 5 seconds). These data come from the raw situation              task model and require the activation of non-UI service code.
sequences stored in the database by the recording component.                  By observing the users’ emotional behavior after such
The various inputs from the Facereader (emotion) and eye                  adaptations, the quality of the situation rules and the respective
tracking (text screen field) and the metadata of the website              adaptations can be evaluated and rated. Such information can
(URL) were evaluated just in time by the situation analytics              be used offline for refining the situation rule set for later use.
component that has created the following situation profile of
the current situation:




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      Modeling User Interface Adaptation for Customer-Experience Optimization


                           IV. CONCLUSION                                                  Inferring Emotion Through Human Computer Interaction Devices," MIS
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