Watching groups trying to pay at restaurants is always interesting—some groups split the bill evenly, some pay by dish, and some owe each other confusing amounts of money. Some groups use credit/debit cards and asking the waitstaff to solve the problem, an often annoying request. We are interested in designing a better system for payment systems. The end goal is to make payment easier for customers, by providing an interface to easily split bills for big groups, calculating tips and so forth.
We interviewed customers and waiters as well as sat down in a restaurant and observed the payment behaviors of both the customers and waiters. Before we interviewed our users, we had several conceptions of the restaurant experience based on our own experiences. By interviewing with our uses, we confirmed some of our conceptions, realized some misconceptions, and learned some new things we hadn’t previously considered.
First, we realized that even among the class of sit-down dinner serving restaurants, there are many different flavors that considerably change the reason why many people go there. There are independently-owned restaurants that have a rather outdated but accepted paying structure in place, as well as chain restaurants that have a structured training process and already use sales software such as Micros. There are high-end restaurants where customers dress up and use cloth napkins, and low-end restaurants, where customers mainly just are looking for a bite to eat. One thing we confirmed is that in all restaurants, the bill is presented as if it were a secret, either on a folded piece of paper or in a leather-bound black folder. Also, in most restaurants, all wait staff have a period of training, in which they become familiarized with both the dishes and the paying software (Micros); however, even after this period, they will often help each other, both peering on the same screen and pressing buttons.
In interviewing customers directly, we also gained some insight on the motivations for the paying methods at meals. For example, friends who frequently eat together do not nitpick over bill paying, and will commonly just split the bill evenly; more formal meals, however, are either split by dish or paid completely by one person. Different customers also tend to eat at different restaurants (unsurprisingly); at pizza kitchens, you find primarily family and close friends, whereas in Cambridge, you find more formal dates, interviews, etc, where people actually take the time to calculate how much they owe (sometimes rather painstakingly).
To begin gathering information about our problem and our  users, we began by working to clarify exactly who our user groups would  be.  We began with the idea that we would target full service restaurants  in which meals are paid for through interaction with a waiter/waitress rather  than handled at a checkout counter, although that left the problem too  open.  We argued about reducing the user group to just customers or just  waitstaff but ultimately we agreed that we should gather information about both  customers and waitstaff before narrowing down our options.  We decided  that it would be best to conduct interviews in groups of two when possible, as  it is easier to record observations with an assistant while breaking up our  group helps to prevent overwhelming the subjects with our numbers.   Because we decided not to reduce the size of our user group, we wanted to  target diverse users ranging from college students to families to businessmen  in a diverse range of eating situations - eating with family, eating with  friends, eating with romantic dates and eating with business associates.
            
		  Due to the availability of college students to interact with, we headed over to  Babson to try to interview a few college students about their payment  interactions when dining at full service restaurants.  These interviews  were informal in nature as we inquired into common reasons the students chose  to dine out, most used and preferred payment methods when dining out, and  especially how bills were handled when dining with others.  We found that  these users most often ate out as a social experience with friends and rarely  went out alone.  This meant that they were commonly faced with the problem  of paying bills which were split between multiple people.  We found that  among close friends, bills were sometimes paid for completely by one person  with the understanding that other friends would cover the bill the next time  the group went out.  The other common strategy for dining with close  friends and when dining with friends who were not quite as close, billmonk was  a common choice to deal with bill splitting, requiring one person to pay the  full bill and record debts owed amongst the others in the group online.   The third strategy employed was to assure that everyone dining came with plenty  of cash to cover their portion of the bill, both inconvenient and often  requiring tricky math and breaking of larger bills.  While these  interviews did not take place at the location of the interaction, we  nonetheless found these interviews to be quite useful.
  
		  While our target user group is not necessarily bars, we made a trip to a  bar/pub in a nearby college town to observe users in action.  We had not  planned on visiting this specific location, however we noticed that this was a  very popular location and would afford us lots of contact with users.  The  bar we went to is a sit-down style bar/pub that offers a fairly complete meal  menu while primarily focusing on drinks.  The bar caters primarily to  students and staff/faculty of the nearby university and its convenient location  to these users means that a majority of their customers attend with friends or  colleagues.  We seated ourselves at a centrally located table, ordered a  few drinks so as to not draw the ire of the waitstaff and proceeded to record  our observations of other users.  We did not interview or interact with  the users, but rather closely observed waitstaff-user interactions, especially  regarding bill payment.  We found that at this location more than others  interaction with waitstaff was quick and to the point, with few words  said.  The waitstaff would drop a folded check at the table with no words  said, pick up the check and only ask "do you need change," and then  thank the customers when the transaction was finished.  The patrons often  sat and waited for a fair deal of time after paying their checks - they did not  seem to be in a hurry, which we assumed was partially because we attended at an  off hour.
  
		  A few days later, we went to a nearby mid level chain restaurant and spent 3 or  so hours there.  We came in at around 4:00PM to ensure that we were able  to talk with waiters during a non-busy hour.  Upon arriving, we explained  to the hostess that we were interested in observing other patrons and  interviewing the waitstaff and we were very well received.  We sat in a  booth with a good view of the entire restaurant so that we could observe all  the patrons.  The hostess explained our purpose to the waiter before he  came over.  After he put our drink order through he was very eager to talk  to us about all of the workings of the restaurant.  At this particular  restaurant, approximately 70% of the dinner crowd is families and most of the  dinner patrons pay with credit.  During the lunch hour, it is more common  for groups of friends or business people on lunch break to stop in and these  customers typically pay with cash.  The night customers are far less  likely to ask the waiter to split the bill, but even the lunch customers  typically split bills themselves as they are paying in cash.  The waiter  explained that he rarely was asked to split checks but that it wasn’t something  that he struggled with when customers did request that he split their  checks.  Observing the other patrons on the restaurant, many of them were  older groups of friends or families eating together and in both cases very few  of the bills we saw paid were split.
  
		  We interviewed an additional waiter who works at a restaurant in Needham  center.  While our interview with this waiter was somewhat more brief, he  was very insightful into how restaurants' electronic billing systems  work.  Apparently, the software system used by the restaurant he works for  is very commonly used among similar restaurants.  While he said that he  did not often get requests to split the bill on his side, when he did have to  split bills it was extremely difficult.  He recalled a story of a time  when a group of four people each ordered one entree each but ordered three  appetizers between them.  Splitting one dish to each person and then  splitting the three dishes between the four was extremely difficult for him to  accomplish quickly.  He also commented that the system was difficult to  learn and even after completing training he required assistance for his first  few weeks on the job.
  
		  We relied on participant observation a number of other times, dining in  restaurants as a group and with friends.  We employed a number of  strategies for paying our checks, in all cases we chose to handle the bills  ourselves rather than try to have the server split them for us.  In one  case, we had one person pay for the entire bill by credit card and then  mentally divided the cost between the other members who then immediately  reimbursed the credit card owner with cash.  In other cases, Billmonk, an  internet service which makes tracking debt between people easier, was used to  ensure that the costs would go to the correct members.  We thought it was  telling that in no case did we even consider asking the servers to split the  bill before we began discussing who would take the bill on their credit card or  how we were going to split cash.
After gathering information as detailed above, we sat down and decided how to best synthesize the data. We decided that the most important information we hoped to get out of our user data was what prompted different people to eat at these type of restaurants and how their motivation dictated they handle their bill. To accomplish this, we began by creating spectrums portraying the space different ideas covered. We created these by quickly making sticky notes to capture ideas that came to mind when thinking about the idea space. We started with the restaurant idea space, brainstorming types of restaurants and nearby restaurants that we thought could fit into those different types. We chose to do this to help us better understand the type of restaurants we want to target for users.
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We then moved on to reasons people go to restaurants. We decided that our ideas fit into three main clusters, business, social, and Convenience, which are shown as pink stickies on our spectrum. These are the primary motivations our subjects had for eating at restaurants and are ideas that we want to make sure show in our personas.
Next, we brainstormed reasons that people might choose one restaurant over the other or that might influence their experience at the restaurant. We set up or space to have an x axis from customer considerations to waitstaff considerations and the ideas fall somewhere along the axis based on how they pertain to each group.
Finally, we brainstormed different types of restaurant customers - in this case each team member took one color of sticky note so the colors as they appear do not have any significance. From this spectrum, we decided to create detailed personas for a business person, Wal-Mart mom, tourist, waiter, college student, and single person living alone.
To create our personas, we began in a similar fashion, with each of us throwing out ideas about the persona and then coming to a consensus as to how this person would act. We tried to keep in mind the idea spaces we just explored and tried to focus on explaining how these personas would choose restaurants and pay for meals at the restaurants. We tore through multiple nearby magazines to find pictures that we thought might fit with the image we had created for each persona and used more sticky notes to add important text information regarding the persona.
Tom the businessman: A 45 year old who is a health-conscious food connoisseur. He goes to restaurants mainly for business reasons, which means he values quality of the experience and will often have lunch at restaurants. As a CEO of an investment banking firm, money is not a big issue; often, he will pay for the entire meal, and will probably follow a predetermined etiquette. He is married and has two children, both of whom are in college.
Joe the college student: Joe is a junior at Boston University who works at a fast food restaurant and an affinity toward junk food. He enjoys going out with friends to restaurant because the college cafeteria food is gross. He stays up at odd hours and needs food at 2am to keep him going. His primary goal when eating out is nourishment; however, social relaxation and impressing the opposite gender is also important to him. Because he doesn't often carry cash, he likes to pay with his credit card wherever possible. When eating with his friends, he tends to split the bill evenly; when eating with lesser-known acquaintances, he tends to split the bill by dish..
Maria the Wal-mart mom: Maria is a hispanic mother, married and busy with 3 little kids. She works as a kindergarten teacher in a not-well-to-do neighborhood. Because she's required to cook so much, she enjoys a night out every once in a while, but as she is living on a tight budget, she chooses cheap, kid-friendly restaurants, and is often accompanied by a coupon. Also, she is very health-concious about her food.
Jacqueline the traveller: Jacqueline enjoys visiting various cities and try out different dishes. She has an active social life and loves to travel with friends. She may often be seen at restaurants overloaded with souvenir bags, and is accustomed to asking waiters for help when dealing with foreign etiquette.
Liz the new-grad employee: Liz is a a 26 year old tech-savvy human resources employee who is currently dating Jake, her exercise instructor. She is very image-conscious and is on a diet. She loves to try new restaurants and, as she does not yet have a family, has discretionary income. As an HR employee, she often conducts interviews and meets people in restaurants, with her meals being reimbursed by her company.
Lexicon:
paying: the act of paying for a meal. This can be done via cash, credit  card, debit card, IOUs. We are only referring to the process that takes  place in a restaurant, not at the reimbursements that happen  afterwords, although we will take those situations in account in our  design.
            
            splitting the bill: the act of deciding who pays what in  a party of more than 2, and in the case that no one person pays for the  whole meal. Can be done evenly, or by dish, or by other creative  methods.
            
            tech willing: characterized by willingness to deal with  completely new technical interfaces. Not exactly necessarily tech  savvy, but willing to take 20 minutes or so to use any rather important  interface, or 5 minutes of hearing someone else explain it
            
            eating  with friends: going out with people you see on a fairly daily bases,  and whom you will probably go out with again in the near feature. We  are not including friends with strings, ie business associates or  formal dates, nor unfamiliar friends, ie people at a new school whom  you find agreeable.
            
            waitstaff: people explicitly in charge of  giving and collecting the bill in a restaurant. not including cooks,  food runners, bussers, etc
            
            efficiency: treating the dining  experience very practically and not using it as a way to relax. ie, a  businessman may wish to enjoy a good meal with his colleagues, but he  doesn't want to spend 20 minutes or so waiting for the bill if he has a  family to go home to, so he desires an efficient dining experience.  this also applies for college students who have homework or moms with  rowdy children
            
            high class (with reference to restaurants): trying to provide a high-class experience, possibly characterized by 
       - providing cloth napkins
       - most of the customers dress up
       - a dark and moody atmosphere
       - a rather expensive menu
       - small portions, served cleanly
  
  low class (with reference to restaurants): trying to provide an efficient experience, possibly characterized by
       - paper napkins
       - small, not very clean dining space
       - well-lit
       - cheap dishes, large portions
       - you don't have to be quiet
  
  convenience (as a reason to eat): going to a restaurant not for its particular menu, but because it is close, open, cheap, etc.
  
  social (as a reason to eat): going to a restaurant with people you care about,  ie close family and friends. Also, going for a personal celebration, ie  an anniversary, birthday, or a social event, ie prom
business (as a reason to eat): going to a restaurant with an ulterior motive, such as networking, discussing deals, conducting interviews, etc.
chain (with reference to restaurants): a restaurant with more than one location, owned by those who do not manage the stores, and with the budget, standards, and in-place system to train employees, have standardized menus, and provide standardized software.
independent (with reference to restaurants): a restaurant that is privately owned, whose owner probably also works at the restaurant, and whose main concern is to provide a different experience.
BillMonk: an online program that facilitates splitting the bill among friends.
 Micros: a software program used by many restaurants to control their sales, often interacted with by the wait staff.
        
Benjamin Salinas (25%)  | 
            (Away) Did 2nd edit for everything, adding content where necessary | 
          
| Chujiao Ma (25%) | Brief summary of problem, made personas more presentable, took pictures of personas, and made the website.  | 
          
| William Yarak (25%) | Information about the process used to learn about user needs | 
          
Yifan Sun (25%)  | 
            brief summary of what learned, lexicon, loaded pictures, gliffy-ed post-its |