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To be more specific, an IS-approach framework included over 75% of the technology- oriented factors to evaluate websites, such as usability, accessibil- ity, navigability, or information [r]

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A strategic framework for website evaluation based on a review of the

literature from 1995–2006

Wen-Chih Chioua, Chin-Chao Linb,*, Chyuan Perngc

b

Department of Marketing and Distribution Management, Hsiuping Institute of Technology, 11, Gongye Rd., Dali City, Taichung County 41280, Taiwan, ROC

c

Department of Industrial Engineering and Enterprise Information, Tunghai University, Taiwan, ROC

1 Introduction

A website offers a business not only a platform to promote

products or services but also another avenue to generate revenue

by attracting more customers Unfortunately, not all websites

successfully turn visitors into customers The effective evaluation

of websites has therefore become a point of concern for

practitioners and researchers During recent years, different

website evaluation approaches have been introduced These deal,

for example, with website usability and design [1,11,47,65] ,

content [4,16,24,73] , quality [6,18,42,54,99] , user acceptance

[17,44,71,79] , and user satisfaction [22,58,61,86] being the most

common outcomes measured to evaluate websites From a

tactical viewpoint, these approaches were good by assessing

user attitude towards the website and could be considered as an

external user’s view From a strategic viewpoint, however, little

attention was given to evaluating the consistency between web

strategy and web presence, which can be considered as an internal

evaluation, from the company’s view point A strategic website

evaluation should first be conducted and then an external

evaluation (user-based survey) can follow to validate user acceptance of the website.

A sound web strategy acts as a guideline for developing websites in the virtual marketplace [20] Thus, using it in an evaluation framework helps the website manager measure how well the website satisfies the firm’s goals and objectives For example, the goal of ‘‘Google.com’’ is to have users leave its website

as quickly as possible [31] , i.e., the objectives of a clear and simple interface and instant page load This leads to an intriguing point that while many studies [60,72,74,95] consider the multimedia capability (e.g., graphics, video, or animation) of a website as important for a quality website, ‘‘Google.com’’ did not recognize this as crucial, because its goals and objectives were different An organization needs to be able to measure how successful their web strategies are with respect to its goals Choosing the ‘‘right’’ metric depends on what must be measured [70]

Our objectives therefore were to:

1 Investigate the trend of website evaluation through a compre-hensive review of literature published between 1995 and 2006;

2 discuss the evaluation frameworks and criteria proposed in the literature and develop a criteria pool;

3 propose a strategic conceptual framework for website evalua-tion and introduce a five-stage process for showing how to evaluate a website using this framework.

A R T I C L E I N F O

Article history:

Received 18 May 2007

Received in revised form 24 February 2010

Accepted 23 May 2010

Available online 4 June 2010

Keywords:

Website evaluation

Strategic evaluation framework

Website strategy

Strategy consistency

Evaluation factors and criteria

A B S T R A C T

Many studies have proposed new website evaluation frameworks and criteria We have attempted to understand and improve website evaluation through the analysis of 83 articles by classifying them into

IS, marketing, and combined-approaches Our findings showed that most early studies adopted the IS-approach but that later ones (after the burst of the dot-com bubble) shifted to a combined-IS-approach Our study also revealed that most papers analyzed the evaluation factors via a ranking list

Our review showed that most studies conducted user-based surveys to examine a website, but that very few addressed strategic issues of website evaluation We therefore proposed a strategic framework

as an internal evaluation to ensure consistency between web strategy and actual website presence The framework involved analysis of web strategy and a hybrid approach that included evaluation during three transaction phases; the framework was designed to be applied by a specific website vis-a`-vis its goals and objectives through a five-stage evaluation process

ß2010 Elsevier B.V All rights reserved

* Corresponding author Tel.: +886 4 24961100; fax: +886 4 24961187

Contents lists available at ScienceDirect

Information & Management

j o u r n a l h o m e p a g e : w w w e l s e v i e r c o m / l o c a t e / i m

0378-7206/$ – see front matter ß 2010 Elsevier B.V All rights reserved

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2 Literature review

2.1 Methodology

To find the articles on website evaluation, we adopted a

structured approach following the suggestions of Webster and

Watson [93] This involved four steps:

1 Search a particular keyword in leading journal databases.

The databases used in our study included EBSCOhost, Emerald,

ProQuest, and ScienceDirect OnSite (SDOS) The candidate articles

were identified by searching titles with the keyword ‘‘website’’ and

abstract with additional keywords ‘‘evaluation,’’ ‘‘assessment,’’

‘‘measurement,’’ ‘‘framework,’’ and ‘‘model.’’ We chose 1995 as the

starting date when we found that the first few academic articles

were published that year [14,63]

2 Select the articles from important journals using the ‘‘Web of

Science’’ (the electronic version of the Social Sciences and

Science Citation Indices).

Those which were published in the list of the Web of Science,

were considered to be possible articles.

3 Scan these articles by reading their titles and abstracts to select

those relevant to website evaluation.

When an article’s title or abstract seemed relevant for

evaluation, the full text of the article was reviewed through a

consensus process to ensure that an evaluation framework or

model was provided, and the content was relevant to website

evaluation The consensus process was conducted by the three

authors of this study through iterative group discussion First, they

set the rules to be followed for classification Second, they read the

articles to decide whether each was relevant to the study or not.

Third, if there was a discrepancy between their opinions,

discussions were held until a consensus or agreement was

obtained After this, the qualified articles were retained in the

article list but irrelevant articles were eliminated.

4 Determine the number of citations of each of the remaining articles.

The number of citations was searched in February 2008 using SCOPUS (the electronic citation database of research literature) To improve the quality of the review list, only articles with at least one citation were included.

The database search identified 1668 candidate articles from 335 journals After removing articles that were not published in the

‘‘Web of Science’’, the number of prior articles was reduced to 882, and the number of journals to 175 Then in step 3 the number of articles relevant to our subject dropped to 114, and the number of journals dropped to 25 After the final step, we had 83 articles from

23 journals in our review list.

Table 1 shows the 23 journals and their articles, identified by the number of the paper in our set of references In particular, Information & Management published the most articles (19%) in our list for a total of 16 articles, followed by Internet Research (12%) with 10 of the articles Among the set articles, various authors used different terms to evaluate websites, such as criteria, factors, attributes, metrics, features, characteristics, and measures From our review of the literature, we found the term ‘‘factors’’ to be most commonly used; possibly because the authors adopted factor analysis to identify different groups of evaluation items or variables Thus, we define factor as the term be used as the set

of relevant criteria For instance, ‘‘Ease of use’’ can be a collection of criteria such as user-friendly interface, easy access to the site, or ease of navigation In addition, we defined criterion to be a specific item or variable, such as loading speed, search capability, shopping cart, up-to-date information, or FAQ.

The selected articles were classified into three sets: IS, marketing, or a combination of the two To be more specific, an IS-approach framework included over 75% of the technology-oriented factors to evaluate websites, such as usability, accessibil-ity, navigabilaccessibil-ity, or information quality In contrast, the marketing factor included over 75% of the marketing related factors, such as advertising, promotion, online transaction, order confirmation, or customer service The combined framework was a mixture of using

IS and marketing factors Under these rules of classification, a consensus process was conducted by the authors to determine the

Table 1

The website evaluation papers from selected journals

a

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study’s approach As a result, 41% of the selected articles were

attributed to IS, 12% were marketing, and 47% had a

combined-approach.

2.2 General trend of the reviewed literature

To analyze the pattern of study during the different time

periods, we used year 2001 as a splitting point to compare ratios

before and after the burst of the dot-com bubble (year 2000),

because most articles took about one year to be published As

illustrated in Table 2 , the data showed that before the burst, 59% of

studies adopted the IS-approach, 14% o adopted the

marketing-approach, while the remaining studies (27%) adopted the

combined-approach when assessing a website Using the

IS-approach to assess websites was widely accepted by most studies

at that time However, after the burst, using the IS-approach

dropped to 34%, and the marketing-approach dropped to 11%,

while the combined-approach increased to 55% (see Fig 1 ) The

pattern is consistent with the essence of e-Commerce wherein a

website should be regarded as a technology-oriented distribution

channel and media to accomplish an organization’s marketing

strategies In addition to the shift in the dominant approach, the

number of our selected studies during the 1995–2001 time-frame

numbered 22, but this rapidly increased to 61 during 2002–2006.

Faced with the explosion of evaluation frameworks, managers

and researchers may have difficulty grasping what alternatives are

Fig 1 The pattern of study approaches

Table 2

The number of different approach studies between 1995 and 2006

No of studies

studies

studies

Table 3

Website evaluation studies

Section I IS-approach studies

Table 3 (Continued )

Section II Marketing-approach studies

Section III Combined-approach studies

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available and to determine their appropriate framework Table 3

presents the IS, marketing, and combined-approach studies

included in our review As section I reveals, the most frequently

cited among the IS-approach studies is McKinney et al., which

developed theoretical constructs for measuring web-customer

satisfaction of information quality and system quality In section II

the most frequently cited is Ho [37] occurring 39 times; it

introduced a process-value matrix framework to evaluate the

customer value creations throughout the marketing processes of

e-Commerce websites In section III, the most frequently cited study

was that of Szymanski and Hise occurring 139 times; this

examined the factors that make consumers satisfied with their

e-retailing experiences.

The research methodologies were based on the data collection

method The frequency of using these methodologies in the three

approaches is shown in Table 4 It indicated that the survey ranked

as the most frequently used in all studies In most, surveys were

conducted through e-mail or online questionnaires Most of the

respondents were web users (either students or online shoppers)

except for one questionnaire proposed by Liu and Arnett, used

experts (webmasters) as its population of respondents.

Experimental evaluation was the most used methodology in IS

studies (32%) and the second most used in overall studies (23%).

More specifically, 11 out of 19 total experimental studies used the

IS-approach An experimental evaluation was generally conducted

under controlled settings The participant was asked to accomplish

a specific task by following a detailed set of instructions Data were

collected by interaction logs and protocol analysis, which has been

recognized as the most efficient way to identify the usability

problem [35] when the interface is being developed or the web is

being designed.

Content analysis is another major research technique used in

understanding the design and functions of websites [59] In our

study, 17% used the IS-approach to evaluate the websites of related

industries It is worthwhile to mention that only automatic

evaluation was adopted in IS-approach studies It generally uses a

software tool to capture the characteristics of web information

system [10] through a set of operational criteria or metrics for

classifying the website or measuring its accessibility.

2.3 Review of evaluation frameworks from the three approaches

To increase the applicability of evaluation frameworks, we condensed each study’s dimensional factors into the 12 unified factors suggested by Park and Gretzel [67] : ease of use, information quality, responsiveness, visual appearance, security/privacy, in-teractivity, trust, fulfillment, personalization, advertising/persua-sion, playfulness, and technology integration Using unified factors

process for assigning each study’s proposed criteria into one of the

12 unified factors We analyzed the evaluation factors of the different studies; Table 6 presents the percentages of the studies using each factor.

The IS-approach studies adopted technical factors, such as ease

of use, security/privacy, visual appearance, and information quality, as the major evaluation criterion Nearly every IS study (97%) included ease of use as a factor; the most frequently used criteria were navigation, logical structure, user-friendly interface, loading speed, well linkage, searching mechanism, ease of access, and ease in finding targeted information Information quality was the second most used factor in IS studies (82%) Its criteria included relevancy, usefulness, comprehensive coverage, currency, read-ability, and accuracy Visual appearance also often appeared in IS-approach studies (53%), with factor mostly relating to interface design criteria (aesthetics, consistent style, and proper multimedia presentation).

In the early days of e-Commerce, IS was considered to be the driving force behind achieving a successful commercial web However, its role should not be over-emphasized and should never today be the starting point of online activities As Ivory and Hearst

[40] pointed out, ‘‘There is a wide gap between a heuristic and the implementation of this advice.’’ Each website has its own goals The evaluation frameworks and factors proposed by most studies will not match all website strategies.

Table 5

Description of unified factors

Table 6 Ranking and frequencies of unified factors used in three approaches

Table 4

Frequency of using research methodologies in the three approaches

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The marketing-approach framework evaluates a website, that is

generally ignored by most technical webmasters [92] : the typical

web visitor is not merely a web user but also a potential customer

who needs product information, attractive promotional activities,

convenient order process, and after-sales services As e-Commerce

involves a series of complex interactions and Internet marketing

strategies, companies have learned that successful e-Commerce

should not only provide technical aspects.

Fulfillment, which acts as a transaction-oriented factor, was

used by over 90% of the marketing studies Most IS studies did not

consider it as a crucial dimension The most frequently used

criteria for fulfillment were online transaction and order status

tracking Information quality was another factor mostly used in

marketing studies (90%) This factor emphasized more

commer-cial-oriented criteria, such as product and price details

Advertis-ing/persuasion was also a commonly used factor in marketing

studies (80%) but not in IS or combined studies Its criteria were

mainly promotional campaigns (i.e., discount or free trial), and

company/brand recognition.

e-Commerce systems can be regarded as a sequence of market

transactional Marketing-approach studies have adopted different

transaction processes as part of the framework for evaluating

e-Commerce activities and functionalities For example, Ho classified

the business purposes of a commercial website into three

categories: promotion, provision, and processing These were also

used by Doolin et al [23] in their extended model of Internet

commerce adoption Liang and Lia [50] proposed a model that

divides consumer decision processes into five stages: problem

recognition, search for information, evaluation of alternatives,

choice, and outcome evaluation Schubert [77] claimed that the

transaction process included information, agreement, settlement,

and after-sales phases Wan [91] modified Rowley’s [75] five

components of online transaction to focus on four processes:

promotion, pricing, transaction, and services In general, these

models are somewhat different, but they share a degree of

similarity Ho and Wan used a process-value matrix framework in

their evaluation of websites; it was designed to assess customer

value additions in the transaction process Although customer

values and processes may be somewhat different in the studies, a

process-value framework shows areas where customers may be

concerned with all business processes and thus help managers

improve their websites to provide value added services and

products.

Combined-approach studies emphasized the degree of

impor-tance of both IS and marketing factors in the framework The top

three ranking factors were: ease of use (97%), information quality

(92%), and responsiveness (87%) Information quality is defined as

either an IS or a marketing factor because it involves both accuracy,

currency, or variety, etc and price details and product description,

etc Responsiveness mostly relates to customer service support.

Interestingly, the unified factor’s ranking of total studies is the

same as that in the combined studies.

Szymanki and Hise’s study of e-satisfaction is a good example of

using a combined-approach to examine the factors that make

consumers satisfied with their e-retailing experiences Several IS

criteria (e.g., ease of browsing, easy-to-navigate, etc.) were placed

as factors of site design, convenience, and financial security On the

other hand, the marketing criteria (procure offerings, variety of

product offerings, quality of product information, etc.) were

included under convenience and merchandising Their study

results showed that convenience, site design, and financial security

were the dominant factors in consumer assessments of

e-satisfaction.

In the combined-approach framework, simply joining IS and

marketing criteria will result in confusion because some criteria

can be both IS and marketing oriented For example, complete

product description was attributed to information quality for IS by Liu and Arnett but to marketing by Dutta and Biren [25] Another example is customized search engine, which increases the customers’ ability to find information on the web It was attributed

to the learning capability as a marketing factor, but it is strongly supported by technology, and thus it could also be considered to be

an IS dimension.

After reviewing the frameworks, we identified three issues that need to be further addressed:

1 The review of marketing-approach studies corroborates the importance of transaction processes For this reason, an evaluation framework needs to be process oriented to identify crucial activities in each transactional phase.

2 A hybrid approach that considers the role of IS as a support factor for marketing rather than a combined-approach suggests that IS factors should be embedded into marketing factors as facilitating e-Commerce By doing this, the confusion in classifying criteria would no longer exist.

3 The existing studies proposed a variety of frameworks with extensive factors and criteria Unfortunately, none of them addressed the issue of the relationship between web strategy and evaluation factors A framework with strategy consideration would ensure that the website presence was consistent with its predefined goals and objectives.

3 A conceptual framework The Web-Marketing Mix (WMM) model can be used to identify the critical elements for designing and developing online commerce while addressing the strategic, operational, organiza-tional and technical issues In practice, each business has its own strategies, which should be considered when developing an evaluation framework.

We therefore collected representative criteria from our studies

as the initial pool and analyzed it to eliminate repetitive items, merge similar items, and condense sub-attributes to higher level criteria After a consensus process by the three authors, 53 criteria remained in the criteria pool These criteria were then categorized into five marketing oriented factors: (1) Product, (2) Promotion, (3) Price, (4) Place, and (5) Customer Relationship (4PsC), which were slightly changed from the Marketspace model of Dutta and Biren.

An overview of the 4PsC factors with a description of each is given

in Table 7 We considered them as a good operational tool for appraising how well the marketing mix concepts converted into web presence rather than as a strategic tool The assessment result

of 4PsC provides an opportunity for managers to examine the strength and weakness of each factor from a marketing perspec-tive Table 8 shows the frequency of the 53 criteria in the studies

we reviewed and classified; criterion needing IT support were shown with a superscript ‘‘T’’ The criteria were to be used as a selection pool for choice by website managers to address their strategic objectives and its frequency.

We considered the three-phase transaction (information, agree-ment, and settlement) as the basis for extending our framework The Table 7

Description of 4PsC evaluation factors

purchase

buyer–seller relationship

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information phase starts when the prospective buyers enters the

e-Commerce system and lasts until they decide to place an order or

leave In this phase, prospective buyers identify their needs, search

for specific product, ask for price and condition, and evaluate

alternative sources Thus all five marketing factors of the 4PsC will

have relative impact on the customers’ decision to move to the next

phase The agreement phase involves negotiations between

prospective buyers and sellers, finalized by a contract [41]

Important criteria include ease of online transaction, interactive

communications, and online assistance and help Eventually, the

contract is executed in the settlement phase according to the

stipulated conditions; delivery of the product and after-sales

interaction takes place in this phase Important criteria may include

convenient payment methods, order status inquiry and tracking, and

ease of returning a product The assessment of identified criteria

about the strategy provides diagnostic information and managerial implications for improving a website’s internal consistency.

We therefore proposed a strategic evaluation framework, as depicted in Fig 2 At the start, the framework will be constructed using web strategies Following this, a hybrid approach will have a transactional process orientation with information, agreement, and settlement phases The criteria of each phase will be selected from our criteria pool, depending on the goals and objectives of the marketing factors of 4PsC in the three phases Thus IS factors are embedded into each marketing factor throughout the entire process.

To implement this strategic evaluation framework, a five-stage website evaluation process was defined (see Fig 3 ).

In Stage one, users identify the website strategy (with goal, objectives, and actions) through an in-depth interview with senior

Table 8

The criteria pool for website evaluation

13

10

4

37

28

25

23

19

17

7

T

The criterion is supported by information technology

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managers Website evaluation criteria are then selected from the

proposed criteria pool A hierarchical structure is constructed to

delineate the relationship between goal, objectives, actions, and

criteria Each criterion weight is then determined by the website

manager, as he/she knows the priority of these criteria.

Then in Stage two, they develop a web-based evaluation

instrument with two main sections:

 Section I briefly introduces the summary of the interview with

the website manager as background knowledge and reference for

evaluators.

 Section II lists the questionnaires created based on the selected

criteria.

In Stage three, they conduct a website evaluation with the aid of

experts, using fuzzy linguistic terms to express their agreement or

disagreement with the statement of each questionnaire.

In Stage four, they compute the criteria weights and scores in

three steps.

 Step 1 transforms the linguistic terms into numbers.

 Step 2 normalizes the criteria weights to compare the relative importance of each criterion.

 Step 3 calculates the weighted scores of the objectives and criteria.

In Stage five, they conduct data analysis and discuss it from three perspectives.

 First, each criterion’s importance weight and presence score are listed to compare their strengths and weaknesses In general, a criterion with a low score should be considered by managers to improve it However, this may mislead managers to allocate more resources to a low score criterion that is less important To generate a better assessment result, the gaps calculated by subtracting the average score from the weight can be used to decide which action should be taken The issue of how well the website satisfies its strategic objectives is addressed through the weighted scores of the objectives.

 Second, a criteria performance matrix is constructed to provide managers with the performance information and to rank the priorities of improvement plan The result of the criterion presence score is plotted against the criterion weight The matrix has nine cells if the axes are equally divided into three sections involving the three regions between four scales [0,1/3, 2/3, 1].

 Third, the selected criteria are classified into the 4PsC dimensions

by following the criteria pool classification Afterwards, each dimensional criteria weight and score is added to obtain the average weight and score of the 4PsC dimensions A radar chart can then be constructed for identifying the strengths and weaknesses of the 4PsC dimensions By comparing each dimension’s weight and score, we can determine any dimension which is important but has poor presence A drill-down analysis can be used to help managers further discover the criteria that have relatively low scores.

4 Conclusion and suggestion Our review of related research has shown that website evaluation studies can be made from an IS, marketing, or a combination perspectives We identified 83 studies from 23 journals from 1995 and 2006 From our analysis of these studies,

we found a pattern showing that an IS-approach was used by the majority of web evaluation studies) before 2001 Since then, the combined-approach emerged as dominant.

To analyze the evaluation factors used by most studies, we ranked the unified factors of the different study approaches Generally, ease of use and information quality was common in most studies.

Based on our review, there was very limited research performed

to explore the web strategic issue in website evaluation, and none included strategy as part of its framework.

To explain how to evaluate a website using our new framework,

a five-stage evaluation process was introduced Meanwhile, the collected data were analyzed from three perspectives to determine the improvement priority and to show how well the website satisfies its strategic objectives Our framework was designed to focus on how a specific website applies its goals and objectives The framework could help website managers to understand causal links that show ‘‘how’’ and ‘‘where’’ a website is consistent with its strategy.

A limitation of our framework is that the 4PsC factors are pertinent for commercial websites but not for non-commercial ones, since ‘‘Price’’ is not then relevant.

To fulfill a strategic evaluation, we recommend that domain experts have a better understanding of the target website’s strategies and evaluate the site according to these.

Fig 3 The five-stage website evaluation process

W.-C Chiou et al / Information & Management 47 (2010) 282–290 288

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Wen-Chih Chiou is an associate professor in the Department of Business Administration at the National Chin-Yi University of Technology (Taiwan) He received his PhD degree in business management from National Sun Yat-Sen University His research interests include Internet marketing, consumer behavior, and website and mobile usability test

Chin-Chao Lin is an assistant professor at the Depart-ment of Marketing and Distribution, Hsiuping Institute

of Technology, Taiwan He received his PhD degree in industrial engineering and enterprise information from the Tunghai University His research interests include electronic commerce and information system

Chyuan Perng holds a PhD in industrial engineering from Texas Tech University and is an associate professor at the Department of Industrial Engineering and Enterprise Information, Tunghai University His main research areas are e-commerce, production scheduling, and information technology application

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