Community Feedback Session at #ChiHackNight

hacknightfeedbackAt last night’s ChiHackNight, the group went through a community feedback session in order to give everyone a chance to voice their opinion. It’s the first time that Chi Hack Night as had a community feedback session in it’s three and half year history.

It was a great way for the group to listen to the community and to better understand what people want to get out of the group.

Chi Hack Night is organized by Derek Eder and Christopher Whitaker along with a volunteer leadership council. The average attendance has been upwards of seventy people. Every week, the group breaks out into smaller breakout groups led by a over a dozen volunteer leaders.

The Leadership Council meetings are open to anyone and publicly documented. They generally happen at least once a month.

For this hack night, the goal was to see how Chi Hack Night could improve. To do this, four boards were set up with the following questions:

  • What do you like about Chi Hack Night?
  • What would you like to learn from this community?
  • What kinds of presentations should would you like to see?
  • What could we do differently or better with this community?

Breakout leaders were named to help lead the discussion (Genevieve Nielsen, Rose Afriyie, Cathy Deng and Karl Fogel) and each led a group around the four boards. At each board, people were encouraged to write down on sticky notes what the answers to each of the questions. After five minutes, each group would rotate.

After all four groups have had a chance to answer the question, each group leader called out the top five ideas. The boards were then rolled into the Leadership Meeting so they could jot down all the ideas. Here’s the highlight reel:

You can check out the Leadership Meeting notes for the full results and here’s a writeup by

Enter the Knight News Challenge on Data

knight-foundation-logoIt’s Tuesday in Chicago, so that means #chihacknight. One thing that Hack Night attendees should consider is applying to the Knight News Challenge on Data.

The Knight News Challenge accelerates media innovation by funding breakthrough ideas in news and information.

There are eight days left to apply for the Knight News Challenge on Data. This current challenge in the innovative series is “an open call for ideas using data to inform & empower people to make decisions about their lives, their communities and democracy”.

The core there— “empower people to make decisions”— is key. We have lots of public data, a rich ecosystem of technologists, and we make lots of apps here in Chicago. This idea that using all of this data and technology to directly give power to regular residents is a thread that runs through lots of our work.

There are currently 92 entries submitted. As always, it’s super-easy to contribute a project idea and there are lots of ways to browse, comment, and search the entries. If you submit (or already have) let us know!

Smart Chicago + Literacenter

literacenterlogo-310Smart Chicago is happy to announce that we are becoming a member of Literacenter  We expect Literacenter to be a key collaborative partner and convening location for our Connect Chicago efforts.

About Literacenter

Literacenter is the 1871 of literacy work in Chicago. It opened in May 2015 and is the country’s first co-working space for literacy programs. Literacenter cares about literacy at all levels – from children in Chicago Public Schools to adults seeking better lives and job prospects.

Literacenter is a flagship project of the Chicago Literacy Alliance. The Chicago Literacy Alliance’s mission aligns with Smart Chicago – especially the Connect Chicago initiative:

From reading an early picture book all the way through acquiring essential computer and communications technology skills, literacy is the key to a successful and independent life, and to a vibrant and sustainable city…

Other cities have shown the powerful partnerships that can come from uniting digital skill building work and traditional literacy work. We hope to forge a similar, strong alliance by joining Literacenter. Since basic computer literacy is pivotal to accessing jobs, education, and basic public services, it makes sense that innovative literacy  groups would begin to emphasize digital learning, too. Smart Chicago expects to both learn from and contribute to the Literacenter community.

Literacenter Tour 2

To read more about the history of Literacenter, see this  story on the Chicago Community Trust’s website.

To get a virtual tour of Literacenter, click here.

Smart Chicago and Literacenter

Membership at Literacenter will advance Smart Chicago’s work in the several ways. First, we will have access to more conference space for Connect Chicago Meetup events, CUTgroup tests and Health Navigator gatherings. As one might expect, Literacenter’s space is puntastic:

Literacenter Tour 3

Most importantly, Smart Chicago will be in league with existing Literacenter member organizations. Some of these organizations have explicit digital learning components. Others might seek to incorporate more digital learning into their literacy and educational missions. Who are we excited to collaborate with? Infiniteach is high on the list. They build learning apps for children with autism and special needs. Literarily, another Literacenter member, builds apps and online games in addition to traditional literacy  tools for educators. We also look forward to building with and learning from the Chicago Citywide Literacy Coalition, AARP Experience Corps, and Hooray for Learning – just to name a few.

Follow Literacenter and Smart Chicago on Twitter to hear about upcoming events on digital literacy and skill-building.

Incomplete History of Civic Technology Events in Chicago

One of the defining characteristics of  Chi Hack Night is how many people show up there on a regular basis. Chi Hack Night is now consistently reaching attendance numbers of 80 to 120 people and has featured speakers such as Chicago CIO Brenna Berman, WBEZ’s Linda Lutton, the University of Chicago’s Charlie Catlett and more. Currently there have been 173 hack nights and counting. Smart Chicago has been covering and supporting this growth from the get-go.

In a chapter I wrote for Beyond Transparency called, “Building a Smarter Chicago“, I briefly listed some of the key gatherings and efforts in Chicago that helped make us a center for civic tech. With some research help from Christopher Whitaker,  I wanted to expand on that and write down what I knew about the history of such gatherings. Do you know something we’re missing? Hit us up at @smartchicago.

Before we started getting together, there was a group of people who just did stuff. Adrian Holovaty created chicagocrime.org in 2005. He later founded EveryBlock with help from the Knight Foundation. I joined as a co-founder and People Person (ya, I know). The work we did we — uncovering and presenting civic data and conversations in 16 cities— naturally put us at the center of things in the country.

There was lots of other activity. In 2005, I launched CTA Alerts  to help riders communicate about issues with the CTA. In 2009, Harper Reed (who would later be the CTO of Obama for America) created an unofficial CTA API that set transit apps on fire in this town. There was even more action in the worlds of MCIC and other institutions and private consulting firms.

But this post aims to codify the history of civic technology and open governments groups in Chicago. It’s big, and incomplete, so bear with me and help me out.

The 8 Principals of Open Data

While this meeting didn’t happen in Chicago, one of the most important meetings of this movement occurred on December 7th, 2007 in Sebastopol, California. The meeting was organized by Carl Malamud and Tim O’Reilly with the goal of establishing principals of open data and with attendees including Lawrence Lessig, Tom Steinberg, Bradley Horowitz and more.  The meeting had a significant Chicago presence including Adrian Holovaty, Dan O’Neil,  Karl Fogel, and Aaron Swartz.

The meeting laid down the 8 Principals of OpenData, which would later help influence open data policies nationwide.

Independent Government Observers Task Force

One of the first open government events happened in Chicago on August 4th, 2008. The IGOTF Non-Conference brought together CEOs, professors, and nonprofit executives involved in placing case law on the Internet for free access. That meeting was productive in introducing players to each other in a series of cooperative efforts. EveryBlock People Person Dan O’Neil hosted the event and Omidyar Network, Sunlight Foundation, Google, and Yahoo! were sponsors.

OpenGov Chicago – April 2009

The OpenGov Chicago(-land) meetup group was founded in April of 2009 by Joe Germuska, who was an attendee of IGOTF. He asked me to help organize meetings. The group has one of the largest continuities google groups about open government in the country. Its first meeting on Meetup was a social event at Clark Street Ale House. The meetup group was created for citizens who are interested in seeing their federal, state, and local government function more efficiently and responsively. The group is inspired by people who are actively building tools and experimenting with solutions along these lines, like the Sunlight Foundation and GovTrack. The group stated right on the home page that it believes that open source software practices and internet culture provide good examples of how people can work cooperatively on complex problems to produce meaningful results, but you don’t have to be a techie to be part of this meetup.

OpenGov Chicago has always stated flat-out that you don’t have to be a techie to be part of the Meetup. I think that helped set the tone that the community here is open— we got so many different people from different walks of life.

Illinois Data Exchange Affiliates

One of the other early incarnations of open government groups was the Illinois Data Exchange Affiliates (IDEA). a voluntary coalition of government agencies and nonprofit organizations working to improve and facilitate public access to public data through web-based XML data transfer. Led by Greg Sanders and Justin Massa, the group met regularly and focused on institutions that worked with data.

CityCamp 2010 – Chicago

Jen Pahlka at City Camp Chicago 2010

The very first CityCamp was held in Chicago in 2010 at the University of Illinois’ Chicago Innovation Center. CityCamp originally emerged from Transparency Camp and the Gov20 Camp. (Here’s a google doc featuring the meeting notes from that Transparency Camp that spawned CityCamp.)

At this meeting, Jen Pahlka presented about Code for America – an organization which would grow into a a massive international operation  with countless people in its network and a ton of work.

CityCamp itself would also grow into its own brand with dozens of events happening around the world.

On a personal note, former Chicago Mayor Richard M. Daley wrote a letter of welcome to all attendees. That letter constituted my greatest opengov victory of the last mayoral administration— I took the train to get the signed letter from the mayor’s office on the way to UIC.

Daley Letter

data.cityofchicago.org, Apps for Metro Chicago and Urban Geek Drinks

With the election of Rahm Emanuel as Mayor of Chicago, and the national acceptance of open government data pretty much a settled matter, the pace began to change quickly. One of the Mayor’s first acts was to sign an Open Data Executive Order that set the city on the path to opening up their data. John Tolva was hired as the city’s first Chief Technology Office and Brett Goldstein was hired as the city’s first Chief Data Officer.  The Department of Innovation and Technology not only published data to the portal, but they hooked up their business systems directly to the portal so that data sets would update automatically.

Brett Goldstein recruited people from the OpenGov Chicago meetup and other technologists to form the “Nerd Herd” – an informal group of people who would meet regularly to talk about technology issues affecting the city.

At the time, there hadn’t been many civic apps created in part because there was no data to fuel them. (You had to either get the data through a Freedom of Information Act or just create the data yourself.) As part of the city’s strategy, the City partnered with the Metro Chicago Information Center to run the Apps for Metro Chicago Contest to help kickstart projects that used newly opened city, county, and state data.

As part of the year long event, MCIC held several hackathons at Google’s Chicago headquarters. The content would inject a lot of energy into the community and resulted in the creation of 52 civic apps. The winner, SpotHero, has gone on to become a major Chicago startup and recently just completed a $20 million dollar funding round.

The other big event that was happening at this time was an informal monthly gathering hosted by Justin Massa called Urban Geek Drinks. The venue provided an enormous networking opportunity where people with an interest in civic issues and technology could meet and talk.

Code for America Fellowship, Connect Chicago, and OpenGov Hack Night

In 2012, Chicago became a Code for America Fellowship City with the task of creating an Open311 interface for the City of Chicago with Smart Chicago Collaborative providing funding. At the same time, Smart Chicago was helping to administer the city’s Broadband Technology Opportunity Grant and starting to host the Connect Chicago Meetup for people interested in closing the digital divide in Chicago.

Post Apps for Metro Chicago, there continued to be an interest in civic hackathons including two “Idea Hack Chicago” events hosted by Veronica Ludwig, Christopher Whitaker and Josh Kalov in partnership with Code for America as part of their fellowship year.

One of the teams that formed during the very first Google Hackathon for Apps for Metro Chicago contest was Open City – first founded by Paul Baker,  Chad Pry, Nick Rougeux, Ryan Briones and Derek Eder. Their entry, Chicagolobbyists.org, was one of the first civic apps to make use of open data and had a great reception when released. The volunteer group had continued to build apps even after the contest, but found it difficult do complete work outside of their 9-5 jobs without experiencing hackathon fatigue. Derek Eder and Juan Pablo-Valez had an idea to create a weekly hack night event as a space to work on their projects.

On March 22nd, Derek Eder and Juan Pablo-Valez hosted the first OpenGov Hack Night at offices of Webitects. A few months later, Code for America would launch the Brigade Program that would strive to harness volunteer energy around civic technology. Christopher Whitaker applied and was accepted as the Chicago Brigade Captain with a plan to support existing work and try and network resources within the community.

At the same time, Whitaker joined Smart Chicago as a consultant and was paid to attend hack night and document the movement. At that point, Derek Eder had left Webitects to start his own civic tech development shop Datamade with Smart Chicago being their first client working on projects like the Chicago Health Atlas and Chicago Early Learning.

Over the next few weeks, OpenGov Hack Night would continue to grow and quickly outgrew the offices at Webitects. Through Smart Chicago’s founding membership at 1871, OpenGov Hack Night moved to the IMSA classroom where it would say for the next few years. (Smart Chicago would provide a number of keys to civic technologists over the next few years.)

Several apps that used data to tell stories about the city was featured in the Chicago Architecture Foundation exhibit “City of Big Data” which uses interactive displays to display different aspects of city data.

Over the next few years, OpenGov Hack Night would grow and serve as a model for groups around the country. The space would outgrow even 1871 and move to the offices of Braintree where they are now. As part of the move, they changed their name to Chi Hack Night to reflect caring about more than just open government. Chi Hack Night is now run by Derek Eder and Christopher Whitaker along with a volunteer leadership council with members running their own breakout groups within Chi Hack Night.

Fewer, but more focused hackathons

As regular gatherings of civic technologists became the new normal, it had the effect of reducing the number of hackathons. Instead of having one every weekend, there were fewer but more focused hackathons. Smart Chicago helped to run several of these particularly around National Day of Civic Hacking. Chicago’s early success at National Day of Civic Hacking would result in a partnership with organizing organizations like SecondMuse and Code for America to provide training material for newer communities.

Other such events included the Geeks Without Bounds “Everyone Hacks” event at Groupon. The hackathon, co-hosted by Chicago Women in Developers, was specifically targeted towards getting more women into the tech space. After the event, Chi Hack Night saw an increase in the diversity of it’s attendees.

Another event that’s grown over the years is the Center for Neighborhood Technologies Urban Sustainability Apps competition that  connects coders, designers, and developers with community leaders and representatives to solve neighborhood problems.

A flowering of more

As the community has grown there have been other groups that have formed to help bring together people around the intersection of technology and civic lift.Smart Chicago has hosted Data Potluck at our offices at the Chicago Community Trust and early on at 1871 due to their membership there. Other great groups are the City Data Users Group, Maptime Chicago, the Chicago Data Visualization Group, and more.

Again, what are we missing? Hit us up.

Leaving Smart Chicago. Also: The @Civicwhitaker Anthology!

Whitaker speaking at the Civic Tech Forum in Tokyo, Japan

Speaking at the Civic Tech Forum in Tokyo, Japan

Over the past three and a half years, I’ve been a consultant for the Smart Chicago Collaborative helping with research, writing, and manage events, Chicago’s National Day of Civic Hacking, the CivicWorks Project, and helping to organize and document the Chi Hack Night. Today will be my last day consulting for the Smart Chicago Collaborative.

Before I joined Smart Chicago, I was working at the Illinois Department of Employment Security (during the height of the recession) and getting my Master’s in Public Administration (International Non-Profit Management) from DePaul University. That experience would prove to be quite the education into the state of government technology.

When I began to do consulting work here, first with writing for the blog and later managing the CivicWorks Project, I began to learn a whole other side of things. I learned how a civic organization should be run.

Perhaps the favorite thing about consulting for Smart Chicago is that through the work I was able to learn a lot of things – and write about it.

The @CivicWhitaker Anthology

That means that all together, the Smart Chicago blog has a wealth of knowledge about civic technology. Smart Chicago has taken many of these lessons and is combining them into a book—  “The @CivicWhitaker Anthology”, which will be available next week during the Code for America Summit. Stay tuned.

Here’s a look at some highlights of my work here that will be included in the book:

The CivicWorks Project

The CivicWorks Project  was funded by the Knight Foundation and the Chicago Community Trust to spur support for civic innovation in Chicago. The program goals are to produce 200 content pieces, 5 apps that solve government problems, and 5 apps that solve community problems. I served as the project manager for Civic Works.

These projects were small scale projects with budgets of about $10,000, and I worked with high capacity organizations who do great work in their community. This also enabled me to support the work of many emerging organizations and companies including Textizen, LocalData, Postcode.io, FreeGeek Chicago, and mRelief. Some of these projects were simply connecting existing technology in ways I knew would support their work (Providing LocalData to SWOP) while others were more on the experimental side (Crime and Punishment in Chicago and Convicted in Cook). If anyone ever asks you what a Master’s of Public Administration degree is good for – it’s for being able to understand problem solve inside governments and non-profits.

Being able to do this in the context of technology tools for organization was a tremendous privilege.

Chi Hack Night

In addition to managing this project, a large part of my work with Smart Chicago involved covering Chi Hack Night. By being paid to go to Chi Hack Night, it enabled me to take a much greater part in the event. (Before, I would run from my office on Chicago’s north side and race downtown to make the event in time.) It also meant being able to be one of the more productive Code for America Brigade Captains since I could wake up in the morning and think only about civic tech things instead of a different day job. One of the things that’s been interesting for me personally is watching other Brigade members also transition into full time civic tech positions. To me, one of the biggest benefits of Brigades is that they act as “farm teams” that help develop talent for civic technology organizations.

Chi Hack Night is a fantastic learning environment. The convergence of developers, non-profit employees, designers, government employees, data scientists in an environment that discourages jargon and sets up opportunities for each side to learn from the other. One of the most fascinating things to watch at Chi Hack Night is the technologists becoming more knowledgable about civic issues and those from the civic sector becoming more technically savvy. As part of my role at Smart Chicago, I’ve been blogging about hack night and have written over a hundred blog posts covering hack night presentations.

National Day of Civic Hacking

Another aspect of the work that I’ve done has been with National Day of Civic Hacking, which has been one of the biggest magnets for getting people into the civic tech space. As part of my work, I helped to write how-to guides for newer communities on everything from how to run a hackathon to an introduction to civic technology.

Why I’m leaving Smart Chicago now

When I first started with Chi Hack Night it was still in its early stages and now has grown beyond anyone’s expectations and is fully sustainable on its own. (With its own blog and twitter handle!) With Chi Hack Night growing in leaps and bounds, Smart Chicago will be stepping back from its coverage of the event.

National Day of Civic Hacking is another event that’s grown tremendously since its inception. The event now helps to spur civic innovation communities across the country. With it now being managed by Code for America Communities (which I’ve been doing consulting for since last year), there’s also less of a need for Smart Chicago to provide the same level of writing than it was before. With so many groups doing their own event locally, Smart Chicago will focus on other things and will not be hosting another National Day of Civic Hacking event.

Additionally, Smart Chicago will be expanding their Documenters program to include more people. This post from the Knight Foundation is a prime example of why the documenting the work is so important. Without the documentation aspect of the work that we do, there’s not a real way to learn from our it.

I’ve learned a lot from my work at Smart Chicago, but now it’s time for other people to have the same opportunity to learn from working with the organization. Smart Chicago will be expanding the number of documenters continuing to write down lessons learned from Smart Chicago’s work.  Having learned all I can from doing this type of work, it’s time to move on to other adventurous and new learning opportunities.

If you’re interested in keeping in touch, you can follow me on Twitter at @civicwhitaker or email me at [email protected]. You can also catch me at the Chi Hack Night every Tuesday at 6:00pm.

CUTGroup #17 – Ventra Transit App

Ventra-CUTGroup-TestFor our seventeenth Civic User Testing Group (CUTGroup) session, we tested the Ventra Chicago mobile transit app. The Ventra app allows riders to manage their Ventra account, buy mobile tickets for use on Metra, get notifications about their account, and other features.

This was an exciting opportunity for our CUTGroup testers to be the first to test the new app and provide feedback that could affect many public transit riders. This is a snippet about the test from the Chicago Tribune:

The CTA, Metra and Pace said they are working with a consultant with expertise on testing apps, Smart Chicago Collaborative’s Civic User Testing Group, to iron out undisclosed issues with the Ventra mobile-ticketing app, which is designed to let commuters purchase fares and manage their Ventra accounts from their smartphones.

“We get to make a first impression once, and we want the Ventra app to make a great first impression on CTA, Metra and Pace customers,” said Michael Gwinn, CTA director of fare systems.

This test had two parts:

  • A remote test where CUTGroup testers downloaded the beta version of the app and then used it in their daily lives
  • An in-person test where testers gave direct feedback and performed specific tasks in-app.

These two parts allowed us to collect information about app usage away from the test environment, and also have great conversations with our testers about what was or wasn’t working for them.

Here is what Tony Coppoletta, Manager, External Electornic Communication of the Chicago Transit Authority said about what the Ventra app team wanted to learn from this CUTGroup test:

The CTA has an incredibly varied set of use cases and we look forward to how all our riders can benefit from this app’s feature set. In addition to some public outreach to invite people to test our app before public release, we want to try and learn from the diverse and experienced testers the CUTGroup offers would be an excellent addition to our real-world user testing of the app. The focus is to trap bugs, ensure transactions happen as expected, good usability and a solid UX overall.

Segmenting

On June 28, we sent an email to all of our 880 CUTGroup members inviting them to complete an initial questionnaire about this new test opportunity. We wanted to know if they would be able to participate in a remote test component between July 7 and 15, and then participate in an in-person session either on July 15 or July 16, 2015. We asked a lot of screening questions to gather information.

We wanted to know what device they had, what software version they were using, and whether or not they had a Google Play or iTunes account. This was important, because they would have to be able to download the test version of the app. We also asked a lot of questions about using Ventra such as whether they had an account, if they load passes or value, if they use public transportation and what modes of transportation they use.

Screening Questions

During our initial call-out for testers, we heard from 91 CUTGroup members. We received a lot of good information just from the screening questions. This is what we learned about their main modes of public transit:

95% of respondents use CTA trains
90% of respondents use CTA buses
44% of respondents use the Metra
25% of respondents use Pace

We were looking for around 30 testers for this test, and wanted about half of the group to be Android users and the other half  iPhone users. We were also interested in getting a mix group of Ventra users and testers who ride different modes of public transit (CTA buses, trains, Metra, and Pace users).

Test Format

This test was the first time we told testers in our initial call-out email what app we would be testing. Normally we do not disclose this until the time of the test to avoid having people visit the website and app before the test.  However, we had a lot to tell our testers about the instructions and updates they were going to receive from Ventra about downloading the test version, so it made sense to give them all of the information upfront. We also had to make it very clear that testers were going to use or create a real Ventra account and make real purchases.

We offered testers a total of $40 for helping us, instead of the normal $20 per test. The reason for doing this was because they were doing two big parts  1) downloading the beta version and using it remotely, and then 2) participating in the in-person session. We respect our testers’ time and feedback, and we understood how worthwhile it was to have them participate in both pieces of the test.

Once testers were selected for a test, we emailed them to check their availability for the in-person session, and gave them instructions about how to get the beta version on their devices. Here is a part of the email we sent:

Thanks for your interest in our CUTGroup test of the new Ventra mobile transit app. You have been chosen to participate in this test. Here are some details about next steps:

  • If you have an iPhone, please download the TestFlight app from the iTunes store. You will need this app before you can download the Ventra app.
  • If you have an Android device, please make sure you have a Google+ account. You will need to join Google+ before you can download the Ventra app.

Early next week you will get an email invitation directly from Ventra to download the app. Even though this is a CUTGroup test, the fares you buy in the app are real—when you you load fare or tickets in the app, your chosen payment method will be charged and the fare will go into your Ventra Card’s transit account or toward real mobile tickets for Metra. Also, you will receive emails from Ventra giving you extra info or updates.

We understood that by asking testers to download the TestFlight app or get the beta version through their Google+ account that this would be adding extra steps that our testers might not be familiar with. We communicated regularly with testers to make sure they were able to download the app and to assist if any trouble arose. Only 1 tester could not download the app remotely, but was still invited to participate in the in-person session.

Remote test

Testers were invited to start using the app in their day-to-day as soon as they received the app invitation. We sent testers questions asking them about their experience, but then they were also invited to submit to Ventra’s bug report form directly, which some testers did. From the remote test, we wanted to gather an understanding of what the testers did first (create a new account, login to an existing account, etc), whether or not they added value, while also getting some feedback about their experience,  how easy they thought it was to use, and ways the app could be improved.

In-person test

After the remote test, we held two in-person sessions at The Chicago Community Trust on July 15 and 16, 2015 to have more in-depth conversations with testers about their experiences and to watch how testers completed specific tasks such as use “Trip Tools,” register a new card, purchase a Metra ticket. We asked testers to bring their own devices to complete part of the test, but we also had test devices (both Android and iPhone) available to test making purchases or creating a new account. By incorporating the test devices, we were to test more tasks, but we understood that testers might not feel as comfortable using these new types of devices.

Results

Remote Test

27 testers completed Part 1 of the CUTGroup test, which was a remote test where testers used the Ventra app in their normal day-to-day routine. During the remote test, only 8 testers added CTA transit value or passes to their account, while only 5 testers purchased Metra tickets. Here are some comments from testers who did not make a purchase in the remote test:

ChgoKC says, “I tried to add value to the account, but it asked for my Ventra password, which I entered (it’s 4 digits), and it said the password had to be 8 digits. I tried my password for my bank account, but that was ‘incorrect.’ So not sure what password it’s looking for.”

Gr8fl4CTA said, “I haven’t made a purchase because I have a monthly pass. I do not like that you can only add $5 to the card. There should be an option to either fill out the amount-especially since most rides are $2.25 or $2.50. People shouldn’t be forced to put $5 on their card if they don’t need all of that.

Here are some responses from testers who made a purchase during the remote test:

CTA/Metra Commuter/Evil Genius says, “Purchasing in general is easy. Multiple times, I’ve purchased a ticket while walking to the train. I love the ability to pay with my Ventra auto-reloading balance.” 

Frequent CTA / Occasional Metra says, “Purchasing the Metra tickets was very easy – I only purchased one-way tickets so far using the app, but it seemed very straightforward in choosing which stops and identifying the ticket type I wanted. The conductor that checked my mobile ticket on UP-N was educated on the system and he had no trouble accepting the ticket; that was my only concern about using the Ventra app to buy a Metra ticket.”

Systems engineer CTA rider says, “I added a 30 day pass to an existing transit account and it went very smoothly. I’m also REALLY, REALLY impressed with how split tenders for payments were implemented. It’s really intuitive and I really like that feature.”

Three testers mentioned that sometimes the app was slow to load. Additionally, 3 testers either expected or wanted Near Field Communication (NFC) capabilities. Otherwise, testers had a wide range of responses when describing their overall experience using the app. Here are some improvements we heard:

  • Show password
  • Be able to transfer value from one card to another
  • Improve the to back button so it does not kick the user out of the app
  • Route planning in Trip Tools

When asked about the visual design of the app, the majority of testers (67%) thought it was “appealing” or “very appealing.” Here are some useful responses from testers about visual design and how it might be improved: 

CTA rider AC would change the color of the cursor from white to black or another darker color. CTA Rider AC says “It is really annoying that I can’t see where the cursor is.”

Occasional CTA rider says, “The alerts in the Trip tools are a very light font and not very easy to read.”

When asked about how easy it was to use the Ventra app, 22 testers said it was “easy” or “very easy” to use.

In-person Session

26 testers came to the in-person sessions (14 came on Day 1, while 12 came on Day 2). Two of these testers did not complete the remote questionnaire, but still provided great feedback during the in-person section.

CUTGroup17-Ventra-Test

Trip tools

There was a lot of conversation around Trip Tools and ways to improve this feature. A lot of testers saw this as a feature that would get them to use the app on a regular basis. Testers shared with us by using the phrase “Trip Tools” they were expecting more route planning features similar to using Google Maps. For example, one tester specifically called out wanting to see a map during this part of the test. Testers thought this feature would help them choose bus and train routes to get to locations, not only tell when the next train or bus is coming. Changing the name of this feature might assist with people’s expectations of the tool.

9 out of 26 testers found the Trip Planning feature to be similar to or on par with other websites or apps that they use. Here are some responses from testers:

Brown line rider / occasional UP-N Metra rider says that this is “Similar to what you’d get on the CTA website only this app looks more this decade.”

CTA rider (KB) says, “It’s good, has about the same functionality that many other apps have, and the alerts here are easier to find” because they are shown more prominently.

9 out of 26 testers thought the Trip Planning features on Ventra were better than other websites or apps they currently use.

CTA rider (AC) says, “I trusted it more because it was affiliated with Ventra.”

Daily CTA Rider (MW) says, “Actually easier than my other apps! And I think that may be because of simplicity and consistency on the screen and not use of a lot of different colors.”

6 out of 26 testers thought this feature was worse than other tools that they use. Here are their comments:

Frequent CTA / Occasional Metra says, “This is stop driven. I think in terms of routes. The other apps think in terms of route and not stops. Other apps locate you on a map and tell you what is around. Helps you find the bus and route you need to take.”

Riding the 20 every day says, “It’s similar, but the lack of map function is a problem.”

Metra tickets

Testers were asked to purchase Metra tickets on the test devices. 31% of testers said that they travel on the Metra once or twice a month. Out of our group, 5 testers (19%) had never used the Metra before. Here are the top things that testers liked about the process of purchasing a Metra ticket.

  • Split payment
  • Using transit value as payment
  • Billing info saved
  • Stops are in order of location on the line

A recommendation for the Ventra app team would be to test the Metra ticket functionality with residents who use the Metra as their primary form of public transit. Since our testers live in Chicago, most of them tend to rely on CTA busses or trains.

Overall

24 out of 26 testers (92%) said they liked the Ventra app during the in-person test due to how easy it to use (7 testers mentioned this), the Metra functionality (7 testers), the convenience (5 testers) and the visual design (3 testers).

Brown line rider / occasional UP-N Metra rider said that this app is going to replace the Ventra website for him.

Metra rider88 says, “It was really convenient!” Normally Metra rider88 has to go down to the vending machine at the train station to add value via credit card and this can be very inconvenient due to the lines that form.

Frequent CTA / Occasional Metra says, “I will ride Metra more often because of the app. I wouldn’t have usually considered it as an option.”

Blind Transit rider says, “It has the promise to provide me with access on the go to the information my Ventra pass has. [This app] can be more accessible and useful than any other available option as a blind transit rider.”

18 testers (69%) said that they believe the Ventra app fits into their day-to-day routine. Here are some responses from testers who said, “Yes” the Ventra app fits into their day-to-day routine:

ChgoKC says, “It’d be similar to the parking apps, where you’d keep it around and put on the home screen of your phone.”

Mischievous Metra Maverick rides the Metra daily and says this “eliminates the need to look for a soggy ticket that is ruined halfway through the month.”

Geek Sheek says, this will probably be “one of his top five apps.”

Frequent CTA Rider JH, Occasional CTA Rider and CTA Savant  do not think that the Ventra app fits into their routine because they are looking for use of NFC technology so that they can use their phone at the turnstiles to get on trains or busses.  In addition, not all testers might use this app because their transit value gets loaded automatically and they might not ride the Metra or add additional value regularly. Gr8fl4CTA is not sure if she will keep the Ventra app because the trip planning does not work well enough, while TA is not sure because she knows her daily value and would not need to use trip tools often. TA says, though, “It is handy for adding a value and getting a pass.”

Updates

When we are onboarding new developers for a test, we emphasize the importance of the CUTGroup motto: “If it doesn’t work for you, it doesn’t work”.  Sometimes it can be a challenge for developers to invest the time to actually make changes based on feedback. That was not the case here. Here’s some of the updates they’ve told us they’ve made or are working on based on the feedback from testers:

  • “Trip Tools” has become “Transit Tracker” to more accurately represent what this feature does. The addition of being able to do trip planning is something that the Ventra app team expects to do in the future. Also as soon as the user clicks on “Transit Tracker” their “Favorites” and “Nearby stops” are right at the top of this page
  • Accessibility continues to be a priority, and one CUTGroup tester, Blind Transit Rider thoroughly helped the Ventra app team with their app’s accessibility functionality
  • There is now a “Show Password” button to help people enter their passwords, and the cursor is now a dark blue that helps testers know that their cursor is in the correct field. The Ventra app team also wants to make the password requirements more prominent when creating an account
  • The back button will be improved in order to be more in line with what Android users expect
  • More information is going to be added for Metra in the Transit Tracker feature to give better information about when the next train is arriving

Tony Coppoletta, of the Chicago Transit Authority, said

Our work with the CUTGroup has proved to be an incredibly valuable experience as part of our test plan for the Ventra app—both through the thoughtful feedback we received via the remote test and in affording us an opportunity to sit down face-to-face with a diverse range of riders of CTA, Metra and Pace and learn about users’ experiences together combining an open dialogue and structured testing.

CUTGroup is now a community of more than 1,000 residents in Chicago and all of Cook County who work together to make lives better through technology. This test has been an example of how these testers can be an integral part of changes to technology. It is exciting to see changes being made based on the direct feedback from testers.

CTA Rider says, “I love being able to help contribute to the development of this product.”

Route 66 Book Stalker liked testing something that is “important and impacts a lot of people.”

Final Report

Here is the final report with a look at all of responses for each question that we asked, followed by all of the testers’ responses to our questions.

Here is the raw test data: