Introducing compelling content

Andy Kinsey shares 5 directives for writing compelling content.

As part of my role at AK Designs I am responsible for all the copy on the “home sites” as well as the copy on many client websites. In this role with clients I often face issues (and from some staff who think the same way) … On of the biggest issues that occurs on a regular basis is simply that the website owners or the company investors seem to turn around with ideas of what the copy should be, and I have always found (so far) that all they want to do is convince the end user.

Now don’t get me wrong, sometimes this fits the site and the audience you are trying to get to understand something, but most the time it isn’t.

The battle generally means I turn around and compromise, I mention AB testing of the copy to see what will produce the best results. They agree to the testing and 95% of the tests end to come back in my favour. So to help everyone get to grips with this idea I’ve created 5 directives of writing compelling copy.

5 Directives to Write Compelling Copy

Know Your Audience

Think of each page or email newsletter as being read by a single person, a person from your target audience. Give him or her a name, an age, a relationship status & maybe a background story. Now write you copy for this person alone, you are not wanting to convince her of anything but rather to feel compelled to visit again, tell a friend or even better to follow your call to action… if your audience feel preached too or spoken down too then they will switch off… where as if you can engage on a one-2-one basis then you will get some real business.

Use a present tense and Positive subject line

Imagine reading “10 websites were developed” … sounds boring and doesn’t attract your attention really, you don’t feel compelled to click and read it… now think about the line “We developed 10 New websites” notice it draws your attention it was us (we) the company and they are “new” so this implies a sense of importance, improvement and excitement. Other good words include “exciting”, “exclusive” and “introducing”.

Avoid sitting on the fence – it gets you no where

If your wanting to sell something, wanting to compel them to take an a particular action, be definitive. you are the “expert” otherwise they wouldn’t be visiting your site! So don’t use words such as “should”, “could”, “maybe” or “possibly” they have negative implications on most audiences, they make them question you and your product or site.

Be Concise

Don’t ramble on endlessly, get to your point quickly and clearly. Cut the rubbish and the jargon, no one wants to hear it or see it … it confuses the average person which is why there are so many sites claiming to be jargon busters or having jargon busters built in… save you and your customer sometime.

Connect

Connecting with your audience will never be easy, it will never be 100% successful even if you’ve got everything right on your site. What you need to think is that your customers will have something else on their mind, maybe someone is in hospital, maybe someone just knocked on the door or maybe they are hungry… a tiny little thing can distract and you will loose a sale (or however you call to action is built). So connect, make the user think positive thoughts, so even if they are distracted they will feel compelled to return.
I know these tips will help many of the website owners I know, and I know it will help your site be a success.

Image provided by The Trial

About the Author

Headshot of Andy Kinsey

Andy is director & chief designer @ AK Designs. Addicted to SEO, Designing, Twitter, His Googie (G1) and all things tech in general. AK Designs (andy kinsey designs) has worked with clients of all sizes from small local charities to larger national fiscal companies and a number of large multi-national organisations. Andy’s motto in life is simple, ”To under-promise and Over-Deliver” something continued into the AK Designs mission. The AK Designs website is also the home of Andy’s SEO articles.

Case Study: Wiltshire Farm Foods

One of the biggest challenges of running a successful website is balancing the needs of users with those of the business. This is especially true when an existing business model conflicts with user needs.

Although not always the case, one situation where this conflict can arise is with franchise based businesses. For the last few years I have been working with a franchise business called Wiltshire Farm Foods. Although, their business model has been phenomenally successful it caused significant problems for their online customers.

When business models and user needs conflict

When hired to redevelop the Wiltshire Farm Foods website I saw an opportunity for a quick win. Before a user could enter the website, they were required to provide a postcode. This was a massive barrier to entry as users do not like handing over personal information (such as a postcode) without being given a reason. From looking at the website statistics it was obvious many users were abandoning the site because of this requirement. I couldn’t understand why the company had created such a huge usability hurdle.

The Old WFF homepage

The answer was simple – Wiltshire Farm Foods had chosen to give their franchisees control over pricing. Without knowing where the user was located it was impossible to provide a price.

The decision to give franchisee variable pricing was a good one in the pre e-commerce era. However, as the importance of the web grew, it created a significant problem when competing against large supermarket chains with a national distribution network and standardised prices.

Although this was a problem for online users, the model worked for the business as a whole. Wiltshire Farm Foods had an incredibly successful relationship with its franchisees. Some had been with the company since day one. The business was driven by the entrepreneurial spirit of its franchisees and independent pricing was a key component of that success.

Working within constraints

With the variable pricing constraint remaining unmovable it became a case of managing the impact. Our first step was to move the point at which users were asked for a postcode. Instead of requesting it up front, we only asked for it when users asked for a price. This allowed users to view products and clearly linked the request for a postcode with pricing. We also explained why this step was necessary to reassure users this was not a ploy to send them unsolicited mail. However, ultimately we could not get around the extra step required to see prices.

It would have been counter productive to dig our heels in and refuse to compromise the user experience. Instead we took a pragmatic approach and worked within the business constraints. Ultimately this worked in our favour. When Wiltshire Farm Foods saw the increase in sales that came from moving where users entered their postcode, it encouraged them to consider changes in their business model.

Users now get a web price for each product when they arrive on the site for the first time. This price is then ‘adjusted’ once they login or provide a postcode. The user is notified of the change and because the price normally decreases they are generally happy. It is not ideal but it is a dramatic improvement that has greatly increased sales.

Turning a negative into a positive

Although the introduction of web prices is significant, it has not been the biggest change in the site. The real change has happened in my own thinking. In the beginning I saw the franchise model as a hurdle to overcome. However, I have since come to realise the benefit it has to the overall user experience, especially for the site’s target audience.

The Wiltshire Farm Foods audience is elderly with the average purchaser being in their eighties. Not only does this audience have certain accessibility requirements, they also have a number of concerns that need addressing.

One of their biggest concerns is security, both when purchasing online but also when meals are delivered. They are nervous about letting strangers in their house and yet need help unpacking and storing their meals.

The Wiltshire Farm Foods franchise system accommodates this perfectly. Customers always get the same driver and feel they are dealing with a local supplier rather than a national brand. They can even pay with cash on delivery and place new orders directly with the driver.

The problem was that the website did not reflect this local caring service. I was so preoccupied with the negatives of the franchise system, that I failed to identify it as a major selling point.

Franchises can offer personal service

Fortunately as I grew to understand the business model, I was able to grasp what Wiltshire Farm Foods had known since the beginning – that service was what set them apart. Wiltshire Farm Foods did not need to be overly concerned about universal pricing because they offered things no national supermarket could. They offered a friendly, caring service from police checked uniformed drivers. These drivers would even unpack meals and take next orders. However, most importantly they were a local supplier who customers came to know personally.

Once I understood this important selling point it fundamentally altered my approach to the site. The homepage shifted away from merely showing products to promoting the service that was supplied alongside the meals.

WFF homepage

The homepage now focuses on promoting these ‘value added’ services through the use of animation. However, more importantly we made a feature of postcode entry. Entering your postcode no longer just revealed your region specific pricing, it introduced you to your local franchisee. Gone was the faceless national brand and instead you were given the names and phone number of your local supplier. Soon you will even see a photograph of your local franchisee and details about their delivery schedules.

Screenshot of the local outlet information

All of this helps to reassure the user and personalise the experience. Computers are seen by many (especially the elderly) as impersonal and cold. Techniques like this humanise the experience and connect with users.

Lessons learnt

There is a lot that can be learned from the development of the Wiltshire Farm Foods website. We can learn about the importance of understanding your target audience and their motivations. We can learn how a perceived limitation in a business model can be turned into a strength. However, what excites me most is the opportunities provided by the Franchise model to engage with users in a more personal way that is lacking in many websites. With the growth of online social interaction there is the potential for an unprecedented level of customer care.

When to outsource web work

Your in charge of your organisations website. It has become moderately successful and now you have a decision. Do you hire a full time web designer or outsource to a web design agency?

In many situations the decision to develop in-house or outsource is not down to you. Either an internal team already exists, or you are forced to outsource because you cannot fund in-house staff. However, occasionally you will have a choice. How do you decide between developing your website in-house or outsourcing to an external agency?

Lets take a moment to compare the choices.

Illustration of two people holding placards. One reads 'Vote for IN' the other reads 'Vote for OUT'

Using an in-house team

Using in-house staff provides a number of benefits…

  • Internal teams are more cost effective for long-term projects and ongoing maintenance.
  • Because in-house teams work within the business they can understand organizational objectives and target audience, better than an external agency.
  • An internal team is committed to evolving the website over time. They are constantly looking for ways to improve the site.
  • An in-house team is able to promote the website internally and ensure it does not become neglected.
  • Because an internal team is not juggling multiple clients they can (if well managed) be more responsive than an external agency.

Outsourcing to a web design agency

However, outsourcing can also bring some substantial benefits…

  • Outsourcing is more cost effective for short projects where the expenses of hiring, salary, training and equipment would be prohibitive for an in-house team.
  • An external agency brings a fresh perspective that institutionalized in-house teams cannot offer.
  • External agencies have a broader perspective of the whole industry, rather than what is happening within a single company.
  • An external agency needs to constantly ensure it is cutting-edge to stay competitive. This ensures that the quality of work is consistently high.
  • Because external agencies tend to be larger than in house teams they have more specialized and highly skilled staff.

The choice

There are good reasons to go with either approach. It comes down to two things, the length of the project and the funding available. If your website needs constant development and will evolve on an ongoing basis then an in-house team may be more appropriate. Of course, supporting an in-house team can be expensive. There are the initial costs of recruitment and equipment, as well as the ongoing expenses of salary and training. For shorter development projects the benefits and cost savings of outsourcing may outweigh the convenience of an in-house team.

In reality, the decision isn’t between internal or external. There is no reason why you cannot combine both approaches. For example, an external agency could be used for development work while ongoing maintenance could be handled by an internal web editor. Equally, you could do the bulk of development internally, but bring in external agencies for specialist work such as search engine optimization or user testing. This hybrid approach works well because it combines the strengths of both in-house and external.

This is an extract from Paul’s book – The Website Owners Manual

157. SXSW09

On this week’s show: Andy Budd, Daniel Burka, Jeremy Keith and Joe Stump answer listener questions in a live Boagworld special from the floor of SXSW.

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Each year the brightest minds in the web design industry assemble in Austin Texas at SXSW. Never ones to miss a chance to hang out with the cool kids, both myself and Marcus have also attended for the last coupe of years.

The panel at Boagworld Live

This year we thought we would record a live podcast while at the event. We begged a room from the lovely people at SXSW and bullied some web celebs into coming onto the show to answer questions.

For an hour our 4 guests answered all kinds of questions sent in by email, submitted via chat and from the audience that attended.

The guests included…

Questions ranged from ‘if you were a web app which web app would you be’ to ‘when can we drop support for IE6′. The debate was lively with lots of good humour and differences of opinion. With over 60 people there the atmosphere was great. Thanks so much to everybody who attended.

With 4 guests as well as myself and Marcus, we felt it was too much to ask of our transcribers to do the whole show. I therefore hope you understand the lack of transcript. If we can we will add one at a later date.

Thanks to Zeke Franco for the photograph

Sneak Geek

Marcus shares some thoughts about our upcoming trip to SXSW.

I’ve really been looking forward to SXSW this year. I think it has something to do with familiarity with the whole event and also that Paul and I will be doing a little more than sitting in the audience (and bars).

So, it’s my third year. Does that mean I can say ‘southby’ now instead of the interminable south-by-south-west? I hope so.

Does it mean I can call myself a geek? No chance.

Other than making me feel old (which I honestly don’t care about), being at SXSW does give me a sense that I’m out of place.

In some ways I am a geek, but none of them to do with webs and internets. Following my career as a musician, and the advent of ‘proper’ jobs, I have, and let’s make no bones about it, been a salesman. Salesman is such a dirty word. It’s the complete opposite of ‘cool’ and in no way geeky at all.

I’m not suggesting I don’t have a role within the agency I work for, far from it. I like to think of myself as the person that interfaces (oh god, did I say ‘interface’) with people who are even less web-savvy than I am. This undoubtedly works. I have been blessed with enough intelligence to listen to people like Mr Boag and relay his words of wisdom, often making recommendations based on business objectives, in ways that potential (and existing) clients understand.

I’m likely to get shot down here but, usability is largely common sense and I’ve got bags of that too. But can I do design? No. Can I do any coding of any kind? No. Therefore, I am not a geek.

Ah yes, but geeks aren’t cool. Not like musicians are cool.

So, the SXSW music conference has got to be the real place to be right? I never attended it during my pop days, but, way back in early 90s I did go to MIDEM in Cannes which is the European equivalent. This event was frequented mostly by music business tossers (apologies) who were about as far away from ‘cool’ as you can get and I have a sneaking suspicion that the SXSW music conference is similar.

Conclusion: geeks are cool. Rock stars? No, probably not but the vast majority of the geeks I have met are conscientious, innovative people that really want to make some kind of difference. And, for the most part, very entertaining speakers.
Like I said, I’m really looking forward to southby this year.

10 criteria for selecting a CMS

Choosing a content management system can be tricky. Without a clearly defined set of requirements you will be seduced by fancy functionality that you will never use. What then should you look for in a CMS?

I have written about content management systems before. I have highlighted the hidden costs of a CMS, explained the differentiators behind the feature list and even provided advice for CMS users. However, I have never asked what features you should be looking for in a content management systems. That is what I want to address here.

Illustration of a sales man selling a CMS the client does not need.

When I left home for University my mother taught me a valuable lesson. If you want to save money, never go grocery shopping when you are hungry and always write a list. If you don’t you will be tempted to buy things you do not need.

The same principle is true when it comes to selecting a content management system. Without a clearly defined set of requirements you will be seduced by fancy functionality that you will never use. Before you know it you will be buying an enterprise level system for tens of thousands of dollars when a free blogging tool would have done.

How then do you establish your list of requirements? Although your circumstances will vary there are ten areas that are particularly important.

1. Core functionality

When most people think of content management, they are thinking of the creation, deletion, editing and organizing of pages. They assume all content management systems do this and so take the functionality for granted. However that is not necessarily the case. There is also no guarantee that it is done in an intuitive fashion.

Not all blogging platforms for example allow the owner to manage and organize pages into a tree hierarchy. Instead the individual ‘posts’ are automatically organized by criteria such as date or category. In some situations this is perfectly adequate. In fact this limitation in functionality keeps the interface simple and easy to understand. However, in other circumstances the absence of this functionality can be frustrating.

Blogger Homepage

Consider carefully the basic functionality you need. Even if you do not require the ability to structure and organize pages now, you may in the future. Be wary of any system that does not allow you to complete these core activities.

Also ask yourself how easy it is to complete these tasks. There are literally thousands of content management systems on the market, the majority of which offer the core functionality. However they vary hugely in usability. Alway look to test a system for usability before making a purchase.

The editor is one core feature worth particular attention.

2. The editor

The majority of content management systems have a WYSIWYG editor. Strangely this editor is often ill considered, despite the fact that it is the most used feature within the system.

The editor is the interface through which content is added and amended. Traditionally, it has also allowed the content provider to apply basic formatting such as the selection of fonts and colour. However more recently there has been a move away from this type of editor to something that reflects the principles of best practice.

The danger of traditional WYSIWYG editors is two fold. First, they give the content provider too much design control. They are able to customize the appearance of a page to such an extent that it could undermine the consistence of design and branding. Second, in order to achieve this level of design control the cms mixes design and content.

The new generation of editors take a different approach. The content provider uses the editor to markup headings, lists, links and other elements without dictating how they should appear.

Wordpress WYSIWYG

Ensure your list of requirements include an editor that uses this approach and does not give content providers control over appearance. At the very least look for content management systems that allow the editor to be replaced with a more appropriate solution.

The editor should also be able to handle external assets including images and downloads. That brings us on to the management of these assets.

3. Managing assets

Managing images and files are badly handled by some cms packages. Issues of accessibility and ease of use can cause frustration with badly designed systems. Images in particular can cause problems. Ensure that the content management system you select forces content provider to add alt attributes to imagery. You may also want a cms that provides basic image editing tools such as crop, resize and rotate. However, finding such a cms can be a challenge.

Also consider how the content management system deals with uploading and attaching PDFs, Word documents and other similar files. How are they then displayed to users? What descriptions can be attached to the files and is the search capable of indexing them.

4. Search

Search is an important aspect of any site. Approximately half of users will start with search when looking for content. However, often the search functionality available in content management systems is inadequate.

Here are a few things to look for when assessing search functionality:

  • Freshness – How often does the search engine index your site? This is especially important if your site changes regularly.
  • Completeness – Does it index the entire content of each page? What about attached files such as PDFs, Word documents, Excel and Powerpoint?
  • Speed – Some search engines can take an age to return results. This is especially common on large sites.
  • Scope – Can you limit the scope of search to a particular section of the site or refine search results once returned?
  • Ranking – How does the search engine determine the ranking of results? Can this be customized either by the website owner or by the user?
  • Customization – Can you control how results are returned and customize the design?

The issue of customization is one that goes far beyond search.

5. Customization

I have been unfortunate enough to work with content management systems that are completely inflexible in their presentation.

Illustration demonstrating the inflexibility of some CMS

The presentation of your content should not be dictated by technology. It is simply not necessary now that we have techniques for separating design and content. Unfortunately like web designers, many content management providers have failed to adopt best practice and their systems produce horrendous code. This places unreasonable constraints on design and seriously impacts accessibility.

You need a content management system that allows flexibility in the way content is returned and presented. For example can you return news stories in reverse chronological order? Can you display events on a calendar? Is it possible to extract the latest user comments and display them on the homepage? It is flexibility that makes a cms stand out.

Talking of user comments, it is worth mentioning all forms of user interactions.

6. User interaction

If you intend to gather user feedback, your cms must provide that functionality or allow third party plugins to do so. Equally, if you want a community on your site then you will require functionality such as chat, forums, comments and ratings.

As a minimum you will require the ability to post forms and collect the responses. How easy does the cms make this process? Can you customize the fields or does that require technical expertise? What about the results? Can you specify who they are emailed to? Can they be written to a database or outputted as an excel document? Consider the type of functionality that you will require and look for a cms that supports that.

Also ask what tools exist for communicating with your customers. Can you send email newsletters? Can recipients be organized into groups who are mailed individually? What about news feeds and RSS?

Finally consider how you want users to be managed. Do you need to reset passwords or set permissions? Do you need to be able to export user information into other systems?

But it is not just user permissions that may need managing. You also have to consider permissions for those editing the site.

7. Roles and permissions

As the number of content providers increase, you will want more control over who can edit what. For example, personnel should be able to post job advertisements but not add content to the homepage. This requires a content management system that supports permissions. Although implementation can vary, permissions normally allow you to specify whether users to edit specific pages or even entire sections of the site.

Illustration showing the consequences of not having a permissions system

As the number of contributors grows still further you may require one individual to review the content being posted to ensure accuracy and consistent tone. Alternatively content might be inputed by a junior member of staff who requires the approval of somebody more senior before making that content live.

In both cases this requires a cms that supports multiple roles. This can be as simple as editors and approver, or complex allowing customized roles with different permissions.

Finally, enterprise level content management systems support entire workflows where a page update has to go through a series of checkpoints before being allowed to go live. These complex scenarios require the ability to roll back pages to a pervious version.

8. Versioning

Being able to revert to a previous version of a page allows you to quickly recover if something is posted by accident.

Some content management systems have complex versioning that allow you to rollback to a specific date. However, in most cases this is overkill. The most common use of versioning is simply to return to the last saved state.

Although this sounds like an indispensable feature, in my experience it is rarely used expect in complex workflow situations. That said, although versioning was once a enterprise level tool it is increasingly becoming available in most content management systems. This is also true of multi-site support.

9. Multiple site support

With more content management systems allowing you to run multiple websites from the same installation, I would recommend that this is a must-have feature.

Although you may not currently need to manage more than a single site, that could change. You may decide to launch a new site targeting a different audience.

Alternatively with the growth of the mobile web, you may create a separate site designed for mobile devices. Whatever the reason, having the flexibility to run multiple websites is important.

Movable Type admin system

Another feature that you may not require immediately but could need in the future, is multilingual support.

10. Multilingual support

It is easy to dismiss the need to support multiple languages. Your site may be targeted specifically at the domestic market or you may sell a language specific product. However think twice before dismissing this requirement.

Even if your product is language specific, that could change. It is important that your cms can grow with your business and changing requirements.

Also just because you are targeting the domestic market does not mean you can ignore language. We live in a multicultural society where numerous languages are spoken. Being able to accommodate these differences provides a significant edge on your competition.

That said, do think through the ramifications of this requirement. Just because you have the ability to add multiple languages doesn’t mean you have the content. Too many of my clients have insisted on multilingual support and yet have never used it. They have failed to consider where they are going to get the content translated and how they intend to pay for it.

Conclusions

Features are an important part of the CMS selection process, but they are not everything. It is also important to consider issues like licensing, support, accessibility, security, training and much more.

I leave you with a word of warning – Don’t let your list of requirements become a wish list. Keep your requirements to a minimum, but at the same time keep an eye on the future. Its a fine line to walk. On one hand you don’t want to pay for functionality you never use. On the other, you do not want to be stuck with a content management system that no longer meets your needs.

This has been an extract from the Website Owners Manual - now available as an ebook and for preorder in print.

Three secrets to simplicity

Many website owners damage their sites by continually adding features and content when they should be simplifying. In this post I reveal why that happens and how to simplify your website.

In my post ‘5 options when website budgets get slashed‘ I explained that many organisations waste money adding ever more functionality and content to their sites when they should be simplifying. Unfortunately it is much easier to add content than take it away. But why is that?

The 3 lures of complexity

In ‘10 harsh truths about corporate websites‘ I outlined 3 reasons why website owners shy away from removing content…

  • A fear of missing something – By putting everything online website owners believe they are giving users easy access to everything they need to know. Unfortunately, with so much available, it is hard to find anything.
  • A fear users will not understand – Whether it is a lack of confidence in their site or their audience, many website managers feel the need to provide endless instructions to users. Unfortunately, users never read this copy.
  • A desperate desire to convince – Many website managers are desperate to sell their product or communicate their message. Text becomes bloated with sales copy that actually conveys little valuable information.

However, I think there is more to it than that. First, there is a general laziness. It is easy to leave content online. It takes effort to remove it. Second (and more importantly) there is a desire to please users. If a user asks for a feature or piece of content, we feel obliged to provide it.

3 questions that encourage simplicity

Adding functionality requested by users is not always a good idea. You need to ask 3 questions…

  • How many people are asking for it? – If only a few people request a piece of functionality, there may not be the demand to justify the time and money.
  • Who is asking for it? – If it is not being requested by your primary audience then you should probably not be building it.
  • How will it affect others? – With new functionality comes complexity. Will that functionality confuse some users? Will it distract from your main call to action?

What then do you do if your site has become overly complex? How do you achieve simplicity?

3 steps to achieving simplicity

According to ‘The Laws of Simplicity‘ there are three practical ways you can simplify anything, including your site. These are:

  • Remove elements
  • Hide elements
  • Shrink elements

Let’s look at how these steps work in practice.

1. Remove

Headscape Website

The first step to simplifying your site is removing unnecessary content. This is by far the hardest step for the reasons I have outlined above. However, it is necessary as Steve Krug explains in his book ‘Don’t Make Me Think.’ He identifies two benefits of removing content…

  • It reduces the noise level of your site
  • It makes the useful content more prominent

Removing content really does make a difference. We applied these principles to our own website at headscape.co.uk and saw a significant increase in conversions (those visitors who request a quotation for our web design services) and some amazingly positive feedback on the site itself.

In fact we took the principle so much to heart that we went from a 40+ page site down to a single page! Of course, that kind of radical approach is not for every site. However, even removing some content can make a huge difference.

2. Hide

Unfortunately, it is not always possible to remove as much as you wish. Sometimes you need to keep content to serve secondary audiences. That is where hiding content comes in.

It is important to cater for secondary users, but you do not want their content to distract or confuse your main target audience. Instead of removing their content, you can hide it deeper within your site or within the interface itself.

Menu on the Wiltshire Farm Foods website

An example of this is a recent homepage redesign we completed for Wiltshire Farm Foods. Most of their sales come from 6 categories of meals. However, they also offer a number of other categories. On their old homepage the 6 main categories were lost among the other categories. Users felt overwhelmed by choice and sales were lost.

One option would have been to reduce the number of categories to focus on the 6 big sellers. However, this would upset a sizeable secondary audience. So instead, we hid some of the categories under a show more link. This meant that their secondary users could still be served, without overwhelming the primary audience.

3. Shrink

Finally, there are occasions when content can be neither removed or hidden. This is often because the content is of critical importance to a secondary audience and needs to accessed quickly. In such cases the content can be shrunk.

Take for example University websites. Their primary audience is almost always prospective students. However, they also cater for staff and existing students. These people need quick access to intranet tools such as the institutions address book. The solution is to add a small inconspicuous link on the homepage that takes them quickly to this content. By keeping the link small (shrunk) the site serves their needs without distracting or confusing the primary audience.

A similar approach was used on the Wiltshire Farm Foods new homepage. However in this case the content was actually shrunk.

Because of the elderly demographic it was important that we provided lots of help to new users. We therefore wanted to dedicate a substantial amount of homepage real estate to meet their needs as they arrived. Our solution was this…

WFF get started guide

Unfortunately this became distracting once the users were familiar with the site. It became a usability hurdle. One solution was to remove it. However, this would make it impossible for users to refer back to if they became stuck. The next option was to hide the content elsewhere (for example in the help section). However, previous usability studies of this demographic showed they develop ‘habits’ in the way they navigate. If we moved these links that they relied upon, it could prove confusing.

Our final solution was to shrink the content. So instead of moving or removing it we simply collapsed it…

WFF get started guide, collapsed

This meant the content continued to be accessible but did not become a distraction or take up too much real estate.

Conclusion

Although the ideal scenario is to remove content, it is also possible to simplify in other ways.

This should not be mistaken as an excuse to avoid removing content. However, you could use hiding and shrinking as the first step towards removing. If these techniques do not alienate your users, then it maybe appropriate to remove that content entirely.

Whatever the case, we should all be looking for ways to improve our sites by simplifying rather than adding more and more content.

10 harsh truths about corporate websites

We all make mistakes running our websites. However the nature of those mistakes varies. As your site and organisation grow, the mistakes begin to change. This post addresses common mistakes in larger organisations.

Most of the clients I work with at Headscape are larger organisations – Universities, large charities, public sector institutions and large companies.

Over the last 7 years I have noticed certain reassuring misconceptions within these organisations. The idea of this post is to dispel these illusions and encourage people to face the harsh reality.

The problem is that if you are reading this post you are probably already aware of these things. However, hopefully this article will be a useful tool for convincing others within your organisation.

Anyway, here are my 10 harsh truths about larger websites.

1. You need a separate web division

In most organisations I work with the website is managed by either the marketing or IT department. However, this inevitably leads to a turf war and the site becoming the victim of internal politics.

In reality running a web strategy is not particularly suited to either group. IT maybe excellent at rolling out complex systems but they are not suited to developing a friendly users experience or establishing an online brand.

Marketing on the other hand is little better. As Jeffrey Zeldman puts it in his article ‘Let there be web divisions‘:

The web is a conversation. Marketing, by contrast, is a monologue… And then there’s all that messy business with semantic markup, CSS, unobtrusive scripting, card-sorting exercises, HTML run-throughs, involving users in accessibility, and the rest of the skills and experience that don’t fall under Marketing’s purview.

Instead the website should be managed by a single unified team. Again Zeldman sums it up when he writes:

Put them in a division that recognizes that your site is not a bastard of your brochures, nor a natural outgrowth of your group calendar. Let there be web divisions.

Screenshot of Zeldman's website

2. Managing your website is a full time job

Not only is the website often split between marketing and IT, it is also normally under resourced. Instead of having a dedicated web team, those responsible for the website are often expected to run it alongside their ‘day job’.

Where a web team is in place they are often over stretched. The vast majority of their time is spent on day to day maintenance rather than longer term strategic thinking.

This situation is further exaggerated because the people hired to ‘maintain’ the website are junior members of staff. They do not have the experience or authority to push the website forward.

It is time for organisations to seriously investing in their websites by hiring full time senior web managers to move their web strategies forward.

3. Periodic redesign is not enough

Because corporate websites are under resourced they are often neglected for long periods of time. They slowly become out of date both in terms of content, design and technology.

Eventually the site becomes such an embarrassment that management step in and demand it is sorted. This inevitably leads to a complete redesign at considerable expense.

As I point out in the website owners manual this a flawed approach. It is a waste of money because when the old site is replaced the investment put into it is lost. It is also tough on cash flow with a large expenditure happening every few years.

A better way is continual investment in your site, so allowing it to evolve over time. Not only is this less wasteful it is also better for the users as is pointed out in Cameron Moll’s post ‘Good Designers Redesign, Great Designers Realign‘.

Screenshot of Cameron Molls Article

4. Your site cannot appeal to everyone

One of the first questions I ask our clients is ‘who is your target audience?’ I am regularly shocked at the length of the reply. Too often it includes a long and detailed list of diverse people.

Inevitably my next question is which of those many demographic groups are most important. Depressingly the answer is that they are all equally important.

The harsh truth is that if you build a site for everybody it will appeal to nobody. It is important to be extremely focused in your audience and cater your design and content around them.

Does this mean you have to ignore your other users? Not at all. Your site should be accessible by all and should not offend or exclude anybody. However, it does need to have a clearly defined audience that the site is primarily aimed at.

5. Your site is not all about you

Where some website managers want their websites to appeal to everybody, others want it to appeal to themselves and their colleagues.

A surprising number of organisations choose to ignore their users entirely and build their websites entirely around an organisational perspective. This typically manifests itself in inappropriate design that caters to the managing directors personal preferences and content full of internal terminology and jargon.

A website should not be about pandering to the preferences of staff but about meeting the needs of users. Too many designs are rejected because the boss doesn’t like green. Equally too much website copy uses acronyms and terms that are only used internally within an organisation.

6. Design by committee brings death

Illustration showing why design by committee fails

The ultimate expression of a larger organisations approach to website management is the committee. A committee is formed to tackle the website because internal politics demand everybody has their say and all considerations are taken into account.

To say that all committees are a bad idea is naive and to suggest that a large corporate website could be developed without consultation is fanciful. However when it comes to design, committees are often the kiss of death.

Design is subjective. The way we respond to a design can be influenced by culture, gender, age, childhood experience or even physical conditions (such as colour blindness). What one person considers great design another could hate. This is why it is so important that design decisions are informed by user testing rather than personal experience. Unfortunately this approach is rarely followed when a committee is involved in design decisions.

Instead, design by committee becomes about compromise. Because different committee members have different opinions about the design, they looks for ways to find common ground. One person hates the blue colour palette while another loves it. This leads to design on the fly when the committee instructs the designer to ‘try a different blue’ in the hopes of finding a middle ground. Unfortunately this can only leads to bland design which neither appeals to, or excites, anybody.

7. You’re not getting value from your web team

Whether they have an in-house web team or use an external agency many organisations fail to get the most from their web designers.

Web designers are much more than pixel pushers. They have a wealth of knowledge about the web and how users interact with it. They also understand design techniques including grid systems, white space, colour theory and much more.

Post from Twitter complaining about being a pixel pusher

It is therefore wasteful to micro manage them by asking for ‘the logo to be made bigger’ or to ‘move that 3 pixels to the left’. By doing so you are reducing their role to that of software operator and wasting the wealth of experience they have.

If you want to get the maximum return from your web team present them with problems not solutions. For example, if you have a site aimed at teenage girls and the designer goes for corporate blue, suggest that the audience might not respond well to the colour. Do not tell them to change it to pink. That way the designer has the freedom to find a solution which might be even better than your choice of pink. You allow them to solve the problem you have presented.

8. A CMS is not a silver bullet

Many of the clients I work with have amazingly unrealistic expectations about content management systems. Those without one think it will solve all of their content woes, while those who do have one moan about it because it hasn’t!

It is certainly true that a content management system can bring a lot of benefits. They…

  • reduce the technical barriers of adding content,
  • all more people to edit and add content,
  • facilitate faster updates,
  • allow greater control.

However, many content management systems are less flexible than their owners wish. They fail to meet the changing demands of the websites they manage.

Website managers also complain that their CMS is hard to use. However, in many cases this is because those using them have not been given adequate training or are not using it regularly enough.

Finally, a content management system may allow for the easy updating of content, but that does not ensure it will be updated or even that the quality of copy will be maintained. Many content managed websites still have out of date content or are filled with poor quality copy. This is because the internal processes have not been put in place to support the content contributors.

If you are looking to a content management system to solve your site maintenance issues you will be disappointed.

9. You have too much content

Part of the problem with content maintenance on larger corporate websites is that there is too much content in the first place. Most of these sites have ‘evolved’ over years with more and more content being added. At no stage has anybody ever reviewed that content and asked what can be taken away.

Many website managers fill their sites with copy nobody will read. This happens because of:

  • A fear of missing something – By putting everything online they believe users will be able to find whatever they want. Unfortunately, with so much information being made available, it is hard to find anything.
  • A fear users will not understand – Whether it is a lack of confidence in their site or in their audience, many website managers feel the need to provide endless instructions to users. Unfortunately, users never read this copy.
  • A desperate desire to convince - Many website managers are desperate to sell their product or communicate their message. Text becomes bloated with sales copy which actually conveys little valuable information.

Steve Krug in his book ‘Don’t make me think’ encourages website managers to ‘Get rid of half the words on each page, then get rid of half of what’s left’. This will reduce the noise level of each page and make useful content more prominent.

10. You are wasting money on social networking

I have been encouraged that increasingly website managers are recognising that a web strategy is about more than running a website. They are using tools like Twitter, Facebook and YouTube to increase their reach and engage with new audiences.

However, although they are using these tools, too often they are doing so ineffectively. Corporate twitter accounts and posting sales demonstrations to YouTube miss the essence of social networking.

Social networking is about people engaging with people. Individuals do not want to build relationships with brands or corporations. They want to talk with other people. Too many organisations are throwing millions into facebook apps and viral videos when could be spending that money on engaging with people in a transparent and open away.

Instead of having a corporate twitter account or indeed even a corporate blog, encourage your employees to start tweeting and blogging themselves. Provide guildelines on acceptable behaviour and the tools they need to start engaging directly with the community that surrounds your products and services. This not only demonstrates a commitment to your community but also a human side to your business.

Screenshot of Microsoft's Channel 9 website

Conclusions

Large organisations do a lot right in the running of their websites. However, they also face some unique challenges that can lead to painful mistakes. Resolving these problems will involve accepting mistakes have been made, overcoming internal politics, and changing the way you control your brand. However, doing so will give you a significant competitive advantage and allow your web strategy to become more effective over the long term.

For more information on how you can make your site more effective read the Website Owners Manual or discuss your site with Paul personally.

There is a followup to this post entitled ‘10 ways to battle site bureaucracy.’ Check it out!

Why speculative design is wrong

Many web design agencies are refusing to do unpaid design work before a contract is signed. This is not because it is damaging to them. It is because they believe it is damaging to their clients. But why?

On the surface asking a web design agency to produce some design concepts before you sign on the dotted line appears to be a good idea. After all, it allows you to assess the quality of their design work and see whether they have understood your brief.

However, if you scratch the surface of this once common practice, you quickly expose the flaws. Here are just five…

1. It costs everybody money

In order to remain in business every company needs to recover their cost of sale. This includes web designers. As speculative work is part of the sales process, they ultimately have to charge you for it. The web designer is forced to roll the cost of that work into the project if they win.

However, it is worse than that. The web designer also has to recover the cost of speculative design done for jobs he did not win. This means that if you choose to work with an agency that produces speculative design, you are paying for their failed sales pitches! Why should you be paying for other people’s design work?

2. It is about selling not delivering

As somebody who used to produce speculative designs for years, I can tell you that doing this type of design work is not about delivering a solution the client actually needs.

Speculative design is about impressing the client and creating the ‘wow factor’. The target audience is the client and not the end user.

Being a good web designer is about encouraging the client to make tough choices. A good designer will challenge your preconceptions and suggest better ways of meeting your business aims. However, they are not going to take that risk in the sales process. They will play safe, showing you what you want to see, rather than telling you what you need to hear.

The danger is that if you then hire this company the speculative design is adopted for your site. Ultimately you end up with a solution that fails to meet your businesses needs.

3. It is wasteful

Even worse than actually using a piece of speculative design is throwing it away. I have worked on many projects where the design work created as part of the sales process is discarded on project commencement.

What was the point of producing a piece of design only to discard it? Because ultimately you (the client) are paying for the design it is absurd that you would then choose not to use it.

Of course the reason you discard it, is because it is not fit for purpose. Not only was the design was created to sell, it is also largely uninformed.

4. It is uninformed

No matter how good the brief you distribute to agencies, they are still not going to have all the facts.

Good design comes from being well informed. The designer needs to understand business objectives, success criteria, brand personality, competition and numerous other factors in order to provide the right solution.

Most of all the design needs to emerge from an understanding of your users. Until the designer can interact and empathise with your users, he can produce nothing more than a superficial solution.

5. It ignores the collaborative nature of design

Finally speculative design ignores the collaborative nature of the design process. Good design is not just about a designer having a moment of inspiration and producing a master piece. Design is not the same thing as art.

Design is a collaborative process between the designer and the client. The designer may have the expertise in design aesthetics and usability, but the client knows their business and target audience.

If the designer works in isolation he cannot hope to produce a rounded design. Without mood boards, sketches and initial concepts there is no dialogue between client and designer. The design will only tell half the story.

Example Mood board

To request speculative design is to deny your own importance in the process.

The alternatives

So where does that leave you? If you should not ask for speculative design, how then can you assess the design skills of agencies?

The answer obviously lies in their portfolios. However, in my opinion it is about more than just looking at ‘pretty pictures’. In order to know whether a design has been successful you need background information.

I recommend that where a portfolio piece is relevant to your sector or project, you request the contact information of the client. This provides you with the opportunity to speak to that client and find out how well the design fulfils their business objectives.

Speaking to the client also gives you the opportunity to find out more about the designers. Did they understand the brief? Did they provide positive suggestions? Did they deal with criticism well? Were they flexible and understanding of broader objectives?

Ultimately there is far more to be learned by talking to existing clients than requesting speculative design.

5 options when website budgets get slashed

Your site is in desperate need of a redesign, content is out of date and the technology is archaic. Unfortunately times are tight and your budget has been cut. What do you do?

The economic downturn is affecting everybody and even at Headscape we have noticed the budgets of clients shrinking. With less money to spend how can you maximise the return on your investment?

To be honest I think it is a good thing that people have less to spend on their websites. We have had too many clients approach us asking for complete overhauls of their sites when that is not what is really required. Often more subtle changes can have a greater impact over the longer term. They certainly generate a better return on investment.

We have been working closely with our clients to suggest ways they can improve their sites without breaking the bank. Here are just 5 of our suggestions.

1. Realign rather than redesign

Why do you need a redesign anyway? Redesigning your entire website is time consuming and costly. However, more importantly it is often unnecessary. I seem to be quoting Cameron Moll’s excellent article “Good Designers Redesign, Great Designers Realign” a lot recently, but that is because he talks a lot of sense. He writes:

Like a kid in a candy store, we creatives redesign like it’s the new black. Why do we possess such an insatiable desire to refresh and remake? Why do we thrive on renewal? What tempts us to be seduced by the sway of renaissance?

I believe it is because we see a redesign as the solution to a failing, tired site. However that is rarely the case as Cameron goes on to explain:

Too often, look and feel, color scheme, layout, and identity are presented as solutions to problems… long before regard is given to other less-aesthetic issues that may very well be the root of the problem. The old warning against treating symptom rather than cause comes to mind.

What is more redesigns can often cause more harm than good by confusing the loyal users who are familiar with your old site.

When budgets are tight let go of the notion you need to do a complete redesign. You can improve your site many times over with the smallest change. Just take the case of the $300 million button I mentioned in show 150 of my podcast.

My facebook profile

2. Simplify

As website owners we are always looking to expand our websites by adding more features and content. However, that costs money we may not have.

Here is a radical alternative – Instead of adding more to your site, why not take things away.

Typically websites are stuffed with content and features that users simply do not use. A quick look at your analytics package will demonstrate the problem. The vast majority of traffic is to a handful of pages.

The problem is we tend to leave content in because ‘somebody might find it useful’. Although this maybe true, it does not necessarily mean keeping content is a good idea.

The more content and features we make available the harder it is for users to find what they need. It is the proverbial ‘needle in a haystack’.

Fortunately, simplifying your website does not have to be entirely about removing content. According to John Maeda’s book ‘The Laws of Simplicity‘ we can also streamline our sites by shrinking and hiding content too. Consider ways to reduce the prominence of less important content, to place a greater emphasis on what matters.

When budgets are tight take a long hard look at your site and ask whether more can be achieved by simplifying what you have rather than adding complexity.

Apple Homepage

3. Prioritise and phase development

Another technique which can be used when budgets are tight is to phase development. There seems to be a tendency among website owners to store up changes and roll them out in a single large deployment. Unfortunately this means a large single expenditure too and that can be problematic from a cash flow perspective.

A better approach is to roll out incremental changes on an ongoing basis. Not only is this better from a financial perspective, it brings other benefits as I explain in the Website Owners Manual. Phase development also provides:

  • Faster delivery because new features are launched independently. Some features can be launched while others are in development. This prevents a single feature stalling the entire rollout.
  • More accurate estimates. Bigger project are harder to estimate. Breaking them down makes it easier for suppliers to quote accurately.
  • Better PR opportunities. Whenever a new feature is launched there is an opportunity to publicize the site. New features can motivate users into taking another look. A single large project only provides a single opportunity to grab peoples attention.
  • Limited risk of working with a new supplier. Choosing an agency is always a risk. Until you work with somebody, it is hard to gauge how good they are. Reduce this risk by limiting the size of project they are commissioned to build. If the agency fails to perform, you can look elsewhere when commissioning subsequent work.

This is an approach commonly adopted by larger websites with their own in-house teams but much rarer among smaller sites who use external agencies. Nevertheless, it is an approach which works well in tough times.

Digg Technology Homepage

4. Reuse and recycle

Too often we reinvent the wheel. When budgets are plentiful this can make sense. Although there is similar functionality out there, we might choose to develop it ourselves so we have more control or can customise it to our exact requirements. However as budgets begin to get squeezed these are luxuries we cannot afford.

In a world of widgets, APIs and open source it is becoming increasingly hard to argue the case for custom builds. Why build your own mapping application when there is Google Maps? Why build a forum when you could use an open source alternative like Vanilla?

My only word of warning is in regards to integration. It can be hard to get these ‘prebuilt’ tools to work together. Be careful that the savings made are not lost to integration problems. Where possible use tools like WordPress that provides an architecture with a wide range of plugins for quick integration.

opensourceCMS screenshot

5. Move beyond the website

Finally, I think it is important to remember that your web strategy is not all about your website. We spend the majority of our ever decreasing budgets on adding bells and whistles to existing websites when there are large number of potential customers who never reach our sites.

Instead of sinking your budget and efforts solely into your website consider looking further afield. Could your web strategy be better served by putting resources into a Facebook group or a twitter account for example? Would your target audience listen to a podcast? Do they read RSS? What about a mailing list? The possibilities are endless.

Ask yourself where your target audience congregates. Instead of constantly trying to draw users to your site begin to spend time where they already meet. What social sites do they use? What editorial sites do they read? Contribute to these communities and offer to write for the editorial sites they read.

Many of these things can be done at almost no cost and with little technical knowledge. All it takes is some time and enthusiasm.

Conclusions

Whether a site is successful is not dictated by its budget. However many larger organisations have relied on money as a method of driving their web strategy forward. As these budgets are slashed there is an opportunity to gain a competitive advantage by being smarter.

Hopefully this post has demonstrated a few of the possible avenues available and inspired you to discover some more of your own. However if you would like some more personal advice specific to your own website then feel free to drop me an email.

150. User Manipulation

On this week’s show: Liz Danzico talks about user research. Paul explains how to create an effective call to action and we discover how one button cost $300 million in sales

Download this show.

Launch our podcast player

News and events

The $300 Million Button

Our first news story is an incredibly tale from usability expert Jared Spool, which really shows the power of usability testing.

In the post he writes about a client who had a fairly standard checkout process on his website. The process began with a login form:

The form was simple. The fields were Email Address and Password. The buttons were Login and Register. The link was Forgot Password.

It is the kind of form I have seen on many ecommerce websites. This feature, which had been designed to help repeat customers, created two distinct problems:

  • New users resented the idea of having to register. One user said: "I’m not here to enter into a relationship. I just want to buy something."
  • Repeat users rarely remembered their username or password. They wasted substantial time guessing, before eventually resorted to creating a new account. In fact after examining the database Jared discovered that 45% of all customers had multiple registrations. Some did go as far as clicking on the forgotten password link but of those only 25% went on to place an order.

In the end the site was redesigned, allowing the user to continue without registering. Within a year this created a $300 million increase in sales.

Of course $300 million is a meaningless figure in itself. It is the percentage increase that matters. In this case is was a 45% increase. That is a staggering number and one that really drives home the importance of testing with real users.

Read the ‘$300 million button’

The UK government and graded browser support

A couple of weeks ago I wrote about the importance of graded browser support. In my post I explained how we should not limit our support to the browsers we test and how it is unrealistic to push for identical support across all browsers.

This is an approach which has been adopted by the likes of Yahoo! and the BBC for some time, but which now also extends to public sector website in the UK.

According to The Web Standards Project the rules surrounding browser testing on public sector websites have been changed to better reflect best practice in graded browser support.

Changes include an emphasise on functionality over identical layout across browsers (paragraph 39):

You should check that the content, functionality and display all work as intended. There may be minor differences in the way that the website is displayed. The intent is not that it should be pixel perfect across browsers, but that a user of a particular browser does not notice anything appears wrong.

As well as support for progressive enhancement (paragraphs 17-18):

You should follow a progressive enhancement approach to developing websites to ensure that content is accessible to the widest possible number of browsers.

This is excellent news and certainly provides a great reference for UK designers and website owners looking to convince others of the importance of graded browser support.

BBC Graded Browser Support Table

Read the UK government guidance on browser testing

50 Illustrator tutorials

List of Illustrator tutorials

From development to design now, and a list of 50 tutorials that help you get your head around Adobe Illustrator.

The list is compiled by UK web designer Chris Spooner. He echoes my own experiences when he writes:

Adobe Illustrator can be a little tricky to get your head around, particularly after getting used to the workflow as applications such as Photoshop. The difference between layer use and creating and editing shapes can be especially strange at first hand.

I am a Photoshop man and I have found it very difficult to make the transition to a vector based world, so this list was particularly appealing to me.

Its a great list that you will definitely want to check out, if like me you have never got to grips with Illustrator before.

Read 50 illustrator tutorials every designer should see

A new approach to PNG Support

Finally today I would like to draw your attention to a new technique that has been developed by Drew Diller for using PNG transparency in IE6.

Unlike previous techniques this one allows you to use PNGs as background images instead of just as IMG tags. This opens up a world of possibilities and overcomes one of the most annoying limitations of IE6.

This minor miracle is achieved not by using AlphaImageLoader as has been done in the past, but with VML.

Implementation seems fairly straightforward and involves adding a Javascript library to your page. Because this is for IE6 only you can embed the code within a conditional comment. This means other browsers will not even download it.

Although I have yet to use this approach myself, I have high hopes that this will finally solve the IE6/PNG barrier.

Download DD_belatedPNG now.

Back to top

Interview: Liz Danzico on User Research

Paul: So joining me today for our little interview is Liz Danzico. Liz, why don’t you start off by introducing yourself a little bit. Telling us a bit about yourself and your background.

Liz: Sure. Um, I am a user experience consultant, I am here in New York City, I have been developing web sites and user experiences online for about 12 years now. Um, I do a lot of work with Happy Cog Studios here in New York, with Jeffrey Zeldman and Jason Santa Maria. Um, I’m also chair of the new MFA interactions design program.

Paul: Okay.

Liz: At the School of Visual Arts in New York.

Paul: Excellent. I mean, so, to say that you’re an expert in user experience would be a slight understatement then, Liz.

Liz: Well I wouldn’t go that far.

Paul: You’d be too modest, obviously, to say that. Okay, so we got Liz on the show, I met Liz when I went to Future of Web Design and we got talking. Um, she’s got some fascinating insights into the whole area of user research, and usability generally, so I thought let’s get her on the show and let’s maybe, you know, try and cover things from, from the very basic level, a kind of introduction to this concept of user research. Um, so, perhaps a good place to start, if you’re okay Liz, um, would be, how would you go about defining the area of user research? What would you include, what would you exclude from that?

Liz: Right. So … user research, even today, we’ve been doing user research on the web since, uh, the very beginning, so it’s a very old concept but it’s still fairly controversial. So the basic concept is it tells you what really happens when real people interact with your product or service. So, there are no real rules about what it includes and what it doesn’t [inaudible]. You can basically speculate about what your users want, or you can find that out, um, you know? And uh, and the, uh, the latter is probably a more useful approach for you to take than speculation. But with either one, thinking about your audience is useful no matter what. And so, so there are no real rules, now um, when you disconnect thinking about your audience from your business objectives, and you start getting, you know, very excited about behaviors that they’re doing that are sort of disconnected from the real mission that you’re trying to sort of accomplish, then it becomes, um, a bit murky, and confusing. But thinking about your audience is, just in general, is an extremely useful approach.

Paul: Okay. I mean one of the things that, that, um, I’ve heard said before by, particularly cynical clients I have to say, but I’ve heard it said before, you know, ultimately user research, and all of this kind of stuff feels in some ways like, um, just another way for web designers to suck a bit of extra money out of us, you know that fundamentally how, I know my audience already, is the kind of attitude that many web site owners have, so why do you see it as an important part of the process?

Liz: Well uh, you know, as we’ve been seeing design flaws often translate to lost business opportunities, you know, usability is becoming more important than ever as the number of web sites and products is, you know, increasing more and more every day. So, we design these products and services, and we are at the same time users of them, but there’s no way that we can really tell what are users, um, might want. And the best way to, you know, usability research doesn’t cost a lot of money, so, the best way that you can help your clients kind of understand that you need to do usability research in some way is to let them know that usability research is important and it doesn’t need to, um, suck up a lot of time or money in the, in the process. So there’s a great fantastic book by Steve Krug, called Don’t Make Me Think, which I’m sure you’re probably well aware of.

Paul: Uh huh.

Liz: And in one of the chapters towards the end, he has a chapter called "Usability Research on a Shoestring", or it’s probably better titled, which talks of this approach of going out into the hallway and kind of grabbing people, and just sitting them down, and putting them in front of your product or service, and getting some feedback. So getting some feedback from people, no matter who they are, is better than getting none at all. And so, I think starting there with clients, instead of the, you know, $100,000 user research project that’s going to take you across 8 markets, you know, in the United States, the UK, and Asia, then, is going to be a much better approach than kind of intimidating them with the very extensive projects.

Paul: Mmm, I mean, when it, the kind of one scenario that I’ve come across before, um, is where we’ve come across with clients that say "Well we’ve already done user research, we already know our audience ’cause we’ve got somebody in to do this or that." Is there a difference between user research that’s been done primarily with an offline audience, and those with, you know, when you’re interacting with people online? Is there a difference in the kind of results and information that you’re after, and even the techniques, maybe, that you use?

Liz: So, they are probably, when they say that they’ve done user research, they’re probably talking about focus groups. I would venture to guess that when they talk about that they’re probably talking about either focus groups or surveys of some kind and those are not, well, I wouldn’t say that they are, those are bad things to do, but those are not the kinds of user research techniques that are going to give them feedback about their product’s usability. Those kinds of techniques are going to give them good information about, um, certain kinds of things but they are not going to give them information about whether or not people can use the product or service that they’re looking at. So, you want to find out exactly what kinds of user research they’ve conducted. If they say the words "focus group" then you know you want to move them towards something that is a one on one kind of interview. Focus groups tend to be conducted with groups of people, as the name might suggest, um, and when groups of people get together to talk about, you know, they put forth a question for these people, and when they, you know, groups of people get together to talk about the question they might influence one another in their answers, they’re typically aren’t talking about an interface, they’re typically talking about ideas, so you’re not getting good feedback, like in a one on one kind of scenario. So you want to sort of guide them to a more individual, one on one kind of experience. Surveys, on the other hand, are good, but they don’t get that kind of personal experience with a moderator, sitting with an individual, kind of looking at an interface in a kind of task-based scenario.

Paul: Okay, yeah that makes a lot of sense. I mean, let’s then talk about some of the techniques that can be used to better understand individuals, or how those individuals will interact with your product. What different kind of techniques do you use? I mean, there’s the kind of very basic usability session, but do you do, or are there other things above and beyond that, that you do?

Liz: Right. Well, the sort of big secret is that, there are names and there are certainly techniques, but the big secret is there are really no sort of techniques beyond knowing who your users are, kind of documenting what you’re seeing, and then kind of analyzing/prioritizing the results of what you see. So, you can, I’m gonna tell you a number of techniques that we can go through, but if those basic sort of constructs are there, then you’ve done sort of good user research. Now, that being said, the techniques that you can do are usability testing, usability testing traditionally has taken place in a user lab where a moderator is sitting with an individual looking at a screen, or a product, or a sketch of an interface and going through questions in sort of a task-based way, asking people "Show me how you would search for x" or "Show me how you would check out," or, you know, and seeing, measuring the success or failure of that kind of task. The clients are typically sitting behind a one-way, a one-way glass, or mirror, and observing these kinds of things. People have been not so thrilled about this technique recently, saying that it kind of, um, is not, it doesn’t produce natural reactions from users, but that is one kind of technique. There is, uh, kind of creating personas, and using personas, user personas which are an archetype of your site or product’s users, and getting everyone involved in activities around those personas, whether that be using those personas as your talking through features around, you know, a brainstorming session, and getting people to sort of role-play those personas. That’s another user research method. There are, there’s sort of the ethnography kind of take, where a lot of people have been doing kind of in-home interviews and observations recently. Ethnography, cultural anthropologists and people who have been doing traditional ethnography have been watching closely the design research that we’ve been doing recently, and wondering if we’ve been doing it right and so on, but ethnography, in that sort of observing users in their "natural environment", has been I would say a more successful way recently of watching people use products and services, um, so I would say that those three things, usability testing in a lab, sort of using personas and scenarios, and ethnography or kind of going out into the field and watching users, whether they’re in their homes or their offices, are the three kind of key ways to gather user research with users. The fourth way that I’ll mention, and we can talk about this in a little bit, is not with users directly, but it is certainly user research that’s available more and more now, and that is data on sort of analytics, which you can gather from Google Analytics, Shaun Inman’s Mint, these kinds of things. Watching site data and user behavior through site analytics is another form of user research that gives you, you know, some information, and you can watch these traffic patterns on your site. It doesn’t answer the question "Why?" but it does show you some evidence as to how users are behaving on your site.

Paul: It’s quite interesting that you bring up eth, ethnography, whoa I can’t even speak today, because, that’s of interest to me, because that’s an area that we’re beginning to explore a little bit more, and have kind of discovered the same thing, that there’s a real value of going into you know, somebody’s home, seeing the environment that they access the internet on, you know, do they have kids under their feet? You know, where they access their PC, can they sit comfortably at it? All those kinds of things. Um, I guess it’s also an advantage you don’t have to hire an expensive usability lab and all of the rest of it. But I have to confess, I’m a little bit new at it, so talk me through maybe some of the things, you know, how does it differ from a usability test that you would do in a usability lab, other than that you’re in a different environment?

Liz: Well, uh, it depends. It doesn’t have to differ at all — it depends on the goals of the test. I would say that you could construct a test that’s exactly like one that you’d conduct in a lab, it just happens in someone’s home or office, or in a different environment. But as you said, you get the more realistic interruptions, and that kind of thing, and are they going to be able to complete this task given the natural kind of occurrences of their day. And that, depending on what kind of test you are constructing, that’s either going to inform your results or not. If you are doing task-based testing, so I could maybe talk about the different kind of usability testing that you could do.

Paul: Yeah, that’s good.

Liz: Yeah so there are different ways that you could conduct a usability test. Um, traditionally there is task-based testing, where you set up pre-written questions, before you get to the test, that are based on the goals of the testing. So, if we were testing a photo site, we would test whether or not users could upload photos, could they task photos, you know, those kinds of things. So we would write those kinds of questions up beforehand, and then ask those questions during the test. Um, that’s one kind of test. You could do that in a lab, and you can do that same test in someone’s home. In a lab there would not be the children screaming, and the phone ringing, and that kind of thing, or, if someone say were uploading a photo, you would never be able to tell if sort of, timing out, would be an issue, or if anything with time or space or motion would be an issue. If those kinds of things are a goal of your test, then you might want to think about doing it in real time, in someone’s home environment. Another type of testing is something that, I’ll say it was first coined by Mark Hurst, who is a user experience consultant at Good Experience, I think he coined it, it’s called "Listening Labs". Listening labs are, I’ll call them experimental, but they’ve probably been going on long before I was aware of them, where people are designing usability tests in real time. So in other words, you go into the test with absolutely nothing written down, and you sit down with users, and based on your initial interview with them, you hear who they are, and after understanding a little bit about how they use photos in general, say, then you kind of write the questions on the fly, and then sort of develop a test around who that person is and their behavior, with your product, or product type.

Paul: Which I guess, makes people more engaged with the test, because it’s about what they specifically interested in. Is that the idea?

Liz: Exactly. So it’s a more natural way of doing the test. That’s the idea. That kind of thing you could do either way, and probably is even more rewarding if you’re doing it in someone’s natural environment. And then the third type of test is sort of a web, a web wide kind of test, where you have people just surf the internet, as it were, and uh, and just have them think out loud, and that kind of thing is also, I’ve found, more rewarding and fruitful in someone’s home environment, because they have their bookmarks there, and they have their post-it notes. Whereas you put them in a sort of artificial setting and they don’t have those things around them. So, if you, it kind of just depends on the type of testing that you’re doing. If you’re doing just the first kind I talked about, just task analysis and having people go through that kind of task-based testing, doing it in a traditional usability lab is great, you know, I mean you really do get the answers that you’re looking for, and it just depends on your goals.

Paul: I mean, it’s interesting, going back to Steve Krug’s book that you mentioned, I mean he talks about, I guess his agenda in that book is to get people to do testing who perhaps aren’t previously, and so, you know, he really downplays the demographic of who it is that you test, and that it’s more important that you test than that you get the right people, you know and all of that kind of thing. Um, but when you’re going into somebody’s home, and interacting with them, I’m guessing it’s more important to get the right demographic? Is that right?

Liz: Yeah, I mean one of the, um, I think it’s always important to, it’s always important to get the right demographic. Um, but, well I would say that there is a hierarchy of common mistakes around usability testing that kind of has a trickle down effect. You know, the number one mistake is not conducting any research at all, um, and conducting research on the wrong audience is kind of further down the list. So, you know, yeah if you’re doing research on the wrong audience, it’s not going to affect, whether you do it in a lab or you’re doing it at your desk, or at the water cooler, or at home, it’s going to affect your results and your analysis, you know, no matter where it takes place. So, you know, I think that the drawback is you are going to waste more time going out to that person’s time going out to that person’s time, so it’s going to be a drawback for you, but I don’t think that, it doesn’t matter really where it happens, because if you’re testing on the wrong audience, you’re testing on the wrong audience. Um, you’re probably going to get more information out of that experience if you’re in someone’s home, than if you’re not, so if you’re going to test on the wrong audience, do it in someone’s home, because you’re going to, it’s a richer experience, you’re going to get more information out of it than if you’re just testing in a lab.

Paul: No that makes perfect sense, I kind of see that. No, it’s difficult, isn’t it? Because, uh, obviously finding the right demographic of people, and picking the right people to test on is tricky, you know, it’s a more difficult thing and it can be time consuming. So have you got any advice about that? What really matters here? You know, for example, if you’re designing a web site for an over-60s audience, you know, are you, do you want to concentrate on the age aspect of that? Or the technical literacy aspect of that? You know, is it okay to have somebody younger if they’re not as good with the internet, if your audience is, do you, I’m kind of not wording this very well, but you get the idea — what’s important when you’re trying to match demographics?

Liz: Um, well, it’s very specific to your clients. Developing a, so, whenever you are trying to match demographics, you want to work with your clients to develop what’s called a screener, and a screener is a, I would say, whether you’re trying to develop a pretty rigorous recruiting demographic with a professional recruiter, to say, recruit 300 people for an extensive study, or whether you’re going to go out into the hallway and grab some people, or whether you’re going to recruit from something called Craigslist, which a lot of people are familiar with, um, which a lot of people do, I would say developing a screener which kind of outlines your demographic is a really good idea.

Paul: And what kind of things would that include? Sorry I interrupted you.

Liz: Yeah, what a screener is, it kind of goes through, it’s a questionnaire that outlines a number of questions that you would ask a potential recruit, that says, if this person can answer a particular question we should keep them in or out, so it’s actually a really good exercise to go through that allows you to kind of think through the type of demographic that you would have. So that doesn’t answer your question in any way.

Paul: It’s very interesting, though. Can you give me an example? Sorry, I’m interested in this screener thing, cause I haven’t come across it before. Can you give me an example of the type of questions? I mean obviously they’re going to be specific to the individual client, all the rest of it, but what kind of questions?

Liz: Um, what kind of questions? So, let’s see, would this person, so, let’s see, has this person, I mean typical questions could be around financial demographics, age demographics, you know the sort of typical things. But let me think of some more interesting things. So, is this person a full-time student? Has this person been fired from a job in the last 6 months? Has this person participated in usability research in the last 6 months? Those types of things, so if the person answers yes or no, then they’re not a good candidate. But there are other kinds of things you could put into that screener that would be more specific to the project.

Paul: So could it include something like is this person aware of a certain brand, because you want to associate with that brand?

Liz: Absolutely, so does this person drink Coca-Cola on a regular basis, yes or no? That kind of thing. But I’ve found that the screener, because the clients that you work with are often kind of speaking in those terms about their audience, the screener is a really good way to kind of help them understand how you’re recruiting audiences, and a good tool to kind of work together with them to narrow down who you want to be in the target audience for your testing, or your research in general. So, that said, how do you develop a good kind of set of participants for a research study for, say, a product for people over 60? Um, what’s most important, you know it depends on, and I know I hate to say that it depends, but you’re going to develop a goal for the testing, right? And the goal might be about usability, the goal might be about navigation, it might be about design, it might be about, it’s going to have, you have to first identify the goal, and depending on what that goal is, then you can identify the audience. So, the audience, you know the goal might have nothing to do with age, although the product has to do with age. So you can kind of strip away, you can pull apart the product from the goal of the testing a bit, and sort of just focus on the goal of the test. That’s why developing goals for user research is so critical, um, because often times you can separate those and therefore develop a better set of participants for that user research.

Paul: Mmm, that’s really good. I think what we’ve done here, is, a lot of people that listen to this show probably have a basic understanding of user testing. Maybe they’ve done some basic user testing before, or maybe they’ve even written a persona before, but I think what we’ve done, or what you’ve done, is push people a little bit further to kind of consider it in a little bit more detail what they’re doing in order to kind of refine the results that they’re getting back, and that’s really, really great. I mean, if somebody has just kind of done the very basics, you know, they’ve grabbed some people, they’ve done some user testing, maybe in their own office in front of their own PC, and they’ve got a few people in, um maybe they’ve created a couple of personas, what’s the next step for them? What should they be pushing? Is it through this screener? Is that the number one thing they should be doing? Is the goals more important? Is getting a better demographic more important? What’s the kind of next step for them?

Liz: Mmm, that’s a good question. I think that one of the most, well, doing the research is really key. Analyzing the research and connecting the research to the next iteration of a design is also key. We haven’t talked about that at all.

Paul: No, we haven’t, we ought to.

Liz: It’s often a grey area, um, you know there are lots of reports that are produced, you know, diagrams and things, but there’s a lot of kind of intuition that happens between sort of translating the research and putting that research, feeding that research back into the design. There are hunches, leaps of faith, um, you know kind of between that analysis and design. I mean there are clear cut recommendations that one can make, but then there are a lot of more grey areas. So I would say that, I still think, even though I mentioned we’ve been doing this kind of research for at least, you know, more than a decade online, and you know quite a long time offline, I think we still need to get better at the rigor at which we translate those recommendations and findings. So that’s one place I think we need to focus. Um, in terms of the actual research itself, uh, you know, there’s something, I think there are other sorts of techniques. I’m interested in these kinds of emergent, I would say emergent techniques like the listening labs, um, you know where the kinds of things that we’re looking at today with kind of mobile research, where people are, we need to be looking at how people are using our sites not just in the browser on their desktop but, you know, in the browser on their phone, and how their context is changing constantly and how we need to sort of look at that adaptation. So how do we develop tests that are more emergent and can be a bit more flexible, rIght? So I think there’s something interesting about that listening lab, where we kind of understand the person, and then develop the questions around a person and how they use a product, rather than having a pre-written set of questions. So, something that’s more emergent, I think that’s an area that’s interesting to kind of look at. Then, uh, ethnography, really understanding, goes right along with this sort of, emergent, as you said you’ve been getting more excited about ethnography as well, so, thinking more about kind of fine-tuning our approach to people’s own context, whether that be ethnography, going into their homes, their offices, you know, where people are using our products, whether that be on the street, in the hallway, wherever it is, but really understanding how to find people where they’re using our products and test them or do some research around that, I think that’s really exciting and a really interesting opportunity. Um so that, that’s the next step for us, uh, and I think that the way that people are designing tests and doing some usability testing now, is, you know, is good, I don’t think that there’s a big next step that we can all take together, but I think these are three areas that I think as a discipline that we’re going to see people moving forward together in.

Paul: Excellent. Let’s finish off, then, with a kind of where people should go if, you know, they’ve been excited by this interview, they want to learn a little bit more, um, about user research and user testing. You’ve mentioned Steve Krug’s book. What other resources are out there that people should be looking towards?

Liz: Well, let’s see. You know, I was thinking about, I was thinking about that and there are physical places that people can go, but they’re all in San Francisco in the United States, so that’s not going to help anyone. There is, you know, A List Apart has a User Science topic that often publishes user research related methods-like articles, there’s always BoxesandArrows.com which publishes user research related topics, um, Adaptive Path, which is a user research consultancy, or at least one aspect of what they do, they have published a number of articles but they also do events. A lot of events are in the United States right now, but they may have international events as well. But they do kind of give away a lot of their content. Um, and then last but not least, there’s a new-ish publisher called Rosenfeld Media, and the books that Rosenfeld Media publishes are about methods in user experience and, one recently in web form design, was about the usability of web form design by Luke Wroblewski (called Web Form Design: Filling in the Blanks).

Paul: Yeah, I saw that. That looked very good, I have to say.

Liz: Yeah, so that’s something to keep an eye on as well.

Paul: Excellent. Thank you so much, Liz, that was absolutely superb. And I will be fascinated to get you back on the show in the future to talk more depth about some of these issues. Thank you very much for your time, Liz.

Liz: My pleasure.

Thanks goes to Jason Rhodes for transcribing this interview.

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Snape and Keith, separated at birth?

Video: Introduction to WCAG 2

I recently gave an internal presentation at Headscape about WCAG 2. A number of people expressed an interest in seeing it so I made a point to record it.

At the end the presentation I references a stripped down version of the guidelines found here.

I also refer to a quick reference guide to WCAG 2 that can be found here.

Apologises

Apologises for the poor audio quality of this video. Unfortunately the decision to record the presentation was made at the last minute and so we didn’t have a proper mic setup arranged. You can also tell it is not quite as slick as my normal presentations :)

I would also like to apologise for the lack of transcript of this video. Again, it was not my initial intention to put this video online as this was an internal presentation containing my initial thoughts on WCAG 2. I am still learning a lot about the new guidelines and will publish a more considered article when I have a better understanding of the subject.

Feedback

On that subject, I would be interested to hear your feedback on the thoughts I present. Do you agree with my interpretation of the new guidelines? Have I misunderstood anything? Are there other elements I should have addressed? Your thoughts would be appreciated in the comments.

Update: We now have a transcript!

Thanks go to Anna Debenham who braved the horrendous audio to transcribe the presentation. If you cannot face the video we do at least now have a written version!

Paul: Ok, this has worked out a little bit weird because the idea initially with this presentation was that it was really about bringing us up to speed with WCAG2 now that WCAG2 has been released. But I made the mistake of mentioning it online and several people said “ooh, can you record that?” so now it’s a little bit of both, a little bit of a presentation to you guys and a little bit of a presentation that will go on the web.

Paul: So as you guys probably know, WCAG2 has now been released, and as accessibility is a big part of what we deliver and we talk a lot about accessibility, we need to be up to speed on it and we need to know what we’re doing. Obviously accessibility has become such a part of what we do day in and day out that we don’t necessarily think too much about it, it’s almost an intrinsic part of what we do, but with changes to WCAG2, or with the arrival of WCAG2, there have been differences, changes, things that have altered, so I want to make sure that everybody is up to speed with it. Feel free to butt in with questions, that’s absolutely fine.

Audience: Will the video be able to see the screen?

Paul: The video will be able to see the screen. Ok, so, WCAG2. Basically, WCAG1 came out in 1999 which is a good old time ago, in Internet terms that’s like forever, and there was a real need to make some changes and improve WCAG1. Let me just pop back and just explain.

The Journey to WCAG2

Paul: So, yeah, like I said, WCAG1 came out in 1999, it quickly dated as technology evolved, and some of the guidelines actually became harmful in a way. So you guys know that for example, we don’t always take note of what they say about Access Keys, we don’t always take note of what they say about “make sure you put text in an empty form field” and things like that. And WCAG1 was very much built with HTML in mind, and obviously the web is a lot broader than that and there are a lot more formats about. But unfortunately development of WCAG2 was very slow, and also fraught with controversy. I mean, famously with Joe Clarke who is an accessibility expert wrote on A List Apart “to hell with WCAG2″ because it basically had become a bit of a joke, because it was very generic; they were trying to write a set of guidelines that really made no effort to mention specific technology because they didn’t want it to date like WCAG1, but the result is it became unreadable and nobody could understand it.

WCAG2 Reborn

Paul: But, things did change. Major changes were made to the WCAG2 draft and things did improve dramatically. They really listened to the community, and the language in it now is much clearer. So what I want to do now is talk a little bit through what WCAG2 includes and what it doesn’t, and how we’re then going to go about implementing it and how it affects us.

Principles

Paul: Ok, so let’s look at the structure of WCAG2. Basically WCAG2 has 3 tiers to it that you need to know about. Tier number 1 is the idea of Principles. So this is kind of the most generic of the tiers, you know, it’s really kind of aimed at the kind of things you would tell a board of directors that doesn’t really understand anything technical, that doesn’t really understand accessibility at all. And there are 4 principles which are the foundations of web accessibility and these principles I’ll come onto a little bit later.

Guidelines

Paul: Underneath each of those principles are Guidelines. So, within each principle there are 3 or 4 guidelines or a number of guidelines that is different for each principle. But there are a total of 12 guidelines, and these are goals that you should be working towards in order to make your content more accessible to users.

Success Criteria

Paul: Under each guideline, there are Success Criteria. So now we’ve really hit the nitty-gritty, these are kind of specific, measurable goals that you’ve got to achieve. And this is how you judge whether your site is WCAG2 compliant, if you like. So, this is the really important level if that makes sense, but it’s organised within this hierarchy of guidelines and principles.

Techniques

Paul: Now, actually, there is kind of a 4th tier as well which is techniques. So you’re trying to, maybe as designers, you’re trying to conform to the Success Criteria, well there’s a whole load of different ways and different techniques that you can do that and you could read about those, and you could make up your own techniques if you wanted to, but there are some laid down that can help you get going.

Working with WCAG2

Paul: So those are the 3 levels that WCAG2 is built around. Now let’s dive into those a little bit. I had to think about how much detail I want to go into in this room. Obviously we don’t want to go into every technique that you could possibly apply and we don’t even want to go into necessarily every success criteria. That’s really for you guys to look through afterwards. What we are going to do is look at those guidelines and those principles, and hopefully help you to understand where WCAG2 stands over stuff.

Perceivable

Paul: Ok, so, the first… heh, totally illegible text, isn’t that great. Very accessible!

Audience: (laughter)

Paul: So the number 1 principle is Perceivable, and that’s 1 of your 4 principles that you’ve got here. And perceivable is basically talking about “information and user interface components must be presentable to users in ways that they can perceive”

Audience: (laughter)

Paul: Unlike that! (points to presentation)

Audience: (laughter) Is the rest of the presentation like this?

Paul: Yes.

Audience: (more laughter)

Paul: You actually don’t need to read this anyway which is very useful. So, Perceivable is basically about “can you see it?”, that is it as far as the principle is concerned, and the answer is “no you can’t”. But perceivable then breaks down into a series of guidelines. So, let’s have a look at what these guidelines are. So basically, perceivable is broken down into 4 guidelines. And if we talk through each of those it should give you an idea.

Text Alternatives

Paul: The first one is text alternatives. So this is stuff we already know. “Provide text alternatives for any non-text content so that it can be changed into other forms people need, such as large print, braille, speech, symbols or simpler language.” So this really applies to things like video, audio, forms that you create, and interestingly CAPTCHA is particularly mentioned here. And that is a particular accessibility problem that hasn’t been particularly well solved I don’t think.

Time Based Media

Paul: The next way that Perceivable works itself out is in time-based media. What we’re talking about here is that you need to provide an alternative for anything that is time-based. So here we’re talking about captions for video, sign-language maybe, media alternatives, but it also applies to live and pre-recorded video. So if you’re streaming stuff, then you need to think about this as well as with stuff that’s pre-recorded. Now, it does take into account the difference between “crap, how are we going to make streaming video accessible?”. If you read into the guidelines it does give some good advice there. So that’s not quite as scary as it first sounds.

Adaptable

Paul: Anything that we produce needs to be adaptable. In other words, content can be presented in different ways. For example, a simpler layout maybe for people with cognitive disabilities for example. Really, this boils down to things like using semantic markup, meaningful order in your HTML so that if the CSS is stripped away it still makes sense in the order that it is presented, and not relying on colour and other sensory elements to convey information.

Distinguishable

Paul: And then finally it’s got to be distinguishable. So it’s about making it easier for users to see and hear content including separating foreground from background and that kind of stuff. So we’re talking here about contrast, colour, and control over things like audio and video, that kind of stuff. So that’s where we’re at with perceivable.

Operable

Paul: Let’s move onto the next principle which is Operable. So, Operable is about user interface components and navigation, and making them easy to use so that somebody can use them whatever disability they may have. So this again breaks down into 4 different guidelines, the most obvious of which is Keyboard Access. So everything that we produce has to be accessible via a keyboard. So, for example, the Flash video that we’re currently creating for the Wiltshire Farm Foods home page needs to be keyboard operated, alright? Which I bet it isn’t at the moment! And to be fair, it’s part of production, I’m sure they’d put that in at the end if I hadn’t reminded them. That existed under WCAG1, so there’s nothing different there. So everything needs to be keyboard accessible.

Enough Time

Paul: You also need to provide enough time for people to take in the information that they’re being presented with. So giving the ability to pause, stop and control time based material is really important as well.

Seizures

Paul: You’ve got to take into account seizures, some people can have seizures triggered by animation and that kind of thing, so there are various limits that the guidelines lay down about flashing objects and stuff like that.

Navigable

Paul: And then finally it’s got to be navigable. So this includes things like skipping content, having descriptive page titles, tab order, links that make sense out of context, lot’s of headings, that kind of stuff. Is this all making sense?

Audience: Yes, apart from time-based media, I don’t understand that.

Paul: Time-based media, we’re talking about video and audio. So let’s say you had… one of our podcasts. So, there are certain things we need to ensure. One is that it is operable, in other words, a user can pause the podcast if we get annoying, or they want time to take in the information that we’ve said, but the other thing is that we also need to provide an alternative way of them getting it which is why we provide the show notes that we do and the transcripts and stuff like that.

Audience: Ok, well that kind of fits under Text Alternatives and giving it control so it’s under Operable… I just don’t get where it is under perceivable, as a perceivable thing, it has to be perceivable?

Paul: Yeah, basically.

Audience: Video, audio… all has to be perceivable then?

Paul: Yes. Some of these principles and certainly some of the guidelines do overlap to some degree. But when you draw down to the Success Criteria level, of how you actually apply these things, then there are more specific techniques. I think what they did is create a load of success criteria, and then kind of chunked them together in meaningful groups, but sometimes they’re not so meaningful. But it is a vast improvement on WCAG1 as far as being able to understand it.

Understandable

Paul: Ok, talking of understanding it, our next one is Understandable. So this is the next one of our 4 top-level principles, so everything you produce has to be understandable. So what does that mean? Well that results in 3 guidelines. It has to be Readable, Predictable and has to be able to provide Input Assistance. So how does that work itself out in practice?

Readable

Paul: With Readable, we’re talking about making content readable, text content mainly. So this works out in things like setting the language in your HTML, you know, setting what the language is in the header, avoiding using jargon, finally we’ve got a decent reason to go back to clients and say, you know, “you can’t use that kind of language, nobody understands it!”. Also things like abbreviations need to be explained, and also reading level as well, and that’s something I really want to get through to a lot of our clients because a lot of our clients, especially the public sector clients that we have, have this attitude of “well of course, people that look at our site are of post-graduate degree people, and they have excellent reading level”, but that doesn’t take into account things like people that speak English as a 2nd language, who can be very intelligent but not particularly good at reading, also people with Dyslexia can be incredibly intelligent but not particularly good at reading. So reading level is an important aspect of it.

Predictable

Paul: For it to be understandable it also needs to be predictable. So with this we’re talking about things like consistent navigation, and no uninitiated changes. And this is a particularly important one in our world of AJAX and JavaScript and all this cool stuff that we’re doing where we can often trigger events without asking the user’s permission first. When I say “asking for permission” I mean they haven’t clicked on link or they’ve not initiated it in any way. Users need to initiate these actions… and no pop-up windows without them clicking first to trigger a pop-up and being aware of what’s going to happen. It’s all about making it understandable and making them aware of what’s going on.

Input Assistance

Paul: The last guideline under Understandable is Input Assistance. So this is going into the realms of when we do forms, how do we handle errors, what kind of feedback do we give to the user, what labels – are things clearly marked up as labels, are they descriptive of the fields and the forms and that kind of stuff. We’re also talking about help, what additional help are you provided in terms of tool tip and contextual help and anything else that you care to mention. So that’s Understandable, that’s what that principle is driving at.

Robust

Paul: The final principle is Robust. “Content must be robust enough that it can be interpreted reliably by a wide variety of user agents, including assistive technologies.” In other words, what we build has to work on everything.

Audience: What about AJAX?

Paul: I think that’s where we get into the realm of progressive enhancement, that it’s fine to use something like AJAX as long as, if the AJAX is taken away, it still operates. Or, you provide an alternative version, the guidelines do actually accept that you can do alternative versions of something. So Gmail is a good example of that, Gmail, it actually doesn’t work if AJAX is turned off but they do provide an HTML only version of it which does the same thing. I’m not a great fan of that because it’s twice as much stuff to maintain, and one version become out of date and all the rest of it. My preferred technique is to build it so it works normally, and then to layer on the JavaScript and AJAX on top of it to provide enhanced functionality, which is what we guys have been doing pretty much all along and we need to continue in doing that.

Compatibility

Paul: So that Robust principle actually only comes down to one guideline which is Compatible, so that’s about maximising compatibility with current… listen to the wording of this… Maximise compatibility with current and future user agents, so we also need to be looking forward as well and predicting the future which is always good. But that’s where it comes back to using solid, good code that is’nt reliant on lots of hacks in order to get it to work, and it goes back to the conversation that we’ve been having recently about browser testing, upgraded browser support and that kind of stuff as well. So Compatibility and Robustness is the last principle. The other thing I should have mentioned with Compatibility is this also includes things like validation, making sure that your code validates, and just generally other markup type stuff.

What, no AAA, AA, A?

Paul: Ok, another thing that might have occurred to you is AAA, AA, A.. Priority 1, 2 and 3. Priority 1, 2 and 3 are still there, there are still those levels of conformance, but I get a real sense from the tome of this document, and this is just my personal opinion, people watching this video who know a lot more about accessibility might jump all over me on this, but my sense is that they were playing down those 3 levels of conformance. To be honest, I think I’m pretty keen on that. I don’t think those levels of conformance have done a lot of good generally speaking, because I think it’s kind of developed a checkbox mentality amongst some of our clients “We must be AA compliant” or “We must be A compliant” and they’re not actually thinking about the needs of the users, they’re just ticking the boxes so they meet some quota that has been established somewhere. One of the things that’s quite interesting, and I’m not sure if it’s a change from WCAG1 or not, I couldn’t find the reference in WCAG1 but again someone will correct me no doubt, but conformance in WCAG2 seems to be on a page-by-page basis. So you’re no longer in a situation where you want to claim conformance so you’re claiming conformance for an entire site, but you’re rather conforming on a page-by-page basis. And this allows you to basically pick-and-mix the level of conformance you want to reach on any particular page which is much, much more sensible because there are some elements where you might be building a particularly complex application that really isn’t going to manage being AAA compliant, whereas the rest of the site is AAA, and this one page isn’t. So it’s giving you the ability to mix and match. In fact, in the guidelines it says “It is not recommended that Level AAA conformance be required as a general policy for entire sites because it is not possible to satisfy all Level AAA Success Criteria for some content. In other words they’re saying it’s just not possible to be AAA in some situations, so don’t even try.

Start With Basics

Paul: So how does this relate to what we do on a day-to-day basis? Well, I think the language we use with our clients pretty much will remain consistent with how it was with WCAG1 which is that we need to start of by encouraging all our clients to start with the absolute basics. A lot of people are put off of accessibility because of the enormity of it, of all the things they’ve got to do. And even to be single A compliant there is quite a lot to do if you’ve got a site that has never been built to be single A compliant before. So I think our attitude has got to be that you work towards this over time, it is an ongoing process, you don’t need to do it all in one big go and that you need to start with the absolute basics, the quick wins, the stuff… you know, it’s the 80/20 rule, 80% of the problems that people are going to encounter from an accessibility point of view is caused by 20% of the accessibility issues if that makes sense. So we can solve a small number of issues but have a big impact on the site. So we’ll start off with some real basic stuff. Things like putting in “alt” and “title” attributes, providing alternatives to media, things like video and audio, being aware of JavaScript and the problems that JavaScript can create if it’s not implemented correctly, providing resizable text so that the user has the ability to either increase or decrease the text size on sites, to build everything to be standards based because that makes it so much easier in future.

Audience: Aren’t we moving away from resizable text?

Paul: We’re moving away from the resizable interface where the whole thing scales up and down, but there’s no reason why we can’t keep the text itself rescaleable. The layers should be able to push up and down. It has to be said with resizeable text, it is becoming less of an issue. The reason it’s becoming less of an issue is because browsers now have this zoom functionality built into them. But I don’t think we’re quite there yet to be able to drop resizable text entirely is my current feeling… I’ve got mixed feelings about it. But the obvious aim we’re going for here is to be single A compliant.

Build Over Time

Paul: So all of this is about building accessibility over time. Taking the guidelines by themselves is not going to be enough, and taking this checkbox mentality that I talked about earlier is not going to be enough. Once you’ve done these quick fixes, the next step on from that is to start consulting with your community. We need to encourage our clients to start talking to their users and find out what accessibility concerns they have. I also think, which I think we’re quite poor at, that we need to start testing with real users some of the accessibility stuff that we do, and the big problem there is persuading clients to pay for that. It’s really hard to get clients to pay for that kind of testing but I do think that it’s a really useful thing to do, and there are organisations out there that provide people you can get in to do testing, or that you can send sites out and they test with them. So, testing with real disabled users is really worthwhile. I think it’s about identifying major issues and dealing with those first, just pragmatic kind of prioritisation of issues, something you do with usability. With usability you look for the quick wins and the showstoppers and those you deal with first, exactly the same with accessibility. Now, what the major showstoppers are for those navigating the site need to be dealt with. And over time you build towards AA and AAA compliance if you can. But you only do that maybe on some pages. The big concern clients have and the reason they get into this check-box mentality of saying “we’ve got to be double A or we’ve got to conform to the WCAG guidelines” is fear, a fear of litigation. Especially our bigger clients, they’re really worried they’re going to get serious issues. But I think it’s important to stress with clients that litigation doesn’t happen overnight. You don’t suddenly have come through the post a writ saying “you need to come into court about this accessibility issue on your site”. It doesn’t happen like that. What happens in reality is the user complains. And if the user is repeatedly not heard and not listened to, and not responded to and not cared about and rejected, they get angry enough to maybe approach someone like the RNIB who then take it on into litigation for them. That’s the reality of what happens.

Quick Response

Paul: So as a result, you can diffuse that by responding to complaints quickly. So as you’re building up over time with the accessibility policy, if someone does complain, you need to write back to them and you need to deal with that issue straight up. Ok, so that’s how the client should be dealing with all this and there’s loads more I could say on this but I don’t want it to go on forever.

Headscape’s Approach

Paul: Let’s briefly talk about Headscape and our approach and how we should be approaching the subject of accessibility.

Establish Approach With Client

Paul: Well first of all I think everything that we do in our approach should be in conjunction with the client. I don’t think necessarily we talk enough to the client about accessibility. Some clients are just so bamboozled by it that they want us to take control, others want a say in it and what to be reassured that we’re doing something about it. So I think there’s a dialogue that we need to make sure happens. And if a client just wants us to take control of it, that’s great. If they want to be involved in the process, then that’s great to but we need to engage with the client and talk to the client more about it.

Remain Pragmatic

Paul: The second thing and I think this is really important is that we need to remain pragmatic in our approach to accessibility. Everything I’ve been talking about before like building up accessibility gradually, about doing the quick wins first and the show stoppers and that kind of stuff, that’s all pragmatic. I don’t want us on one hand to ignore accessibility, and it needs to be an integral part of everything we do, but on the other hand you can become extremist about it. We could spend hours and hours trying to get something to work in every conceivable user agent in the world and we can worry about every type of disability to the point where it becomes like a paralysis that stops us actually doing anything. So there’s a real balance that we need to strike here. And we need to strike that with our clients and working with our clients.

Have a rationale

Paul: Now I think it’s worth saying that if we decide not to comply with a guideline for whatever reason, we need to have a rationale for that. So we might not conform even to single A compliance in certain situations, although to be honest I can’t think of any off the top of my head, but if we do decide not to conform, we need a damned good reason why not. In other words, we need to have thought about it. And the other thing about accessibility is that we always think about it at the end of the project. It’s too late by then, we’ve built everything. So it really needs to become an intrinsic part of everything that we do.

Responsibilities.

Paul: Let’s talk about the idea of responsibility here and whose responsibility accessibility is within Headscape. Basically I’m going to say, everybody. One of the absolute great things about WCAG2 is because it’s got this 3 tiered approach, it is “accessible” to everybody. It’s understandable by everybody. So therefore it can be everybody’s responsibility to keep an eye on accessibility. And so this is how I think it should split down.

Sales/Client – Principles

Paul: Marcus and Chris and the Client should be worried about principles. The Operable, the Perceivable, those basic top-level principles. And you should be looking at anything that goes out from the company and going “well is that really operable?” So you can take a very top-level approach to it. And I think as you talk to clients as well you take this very top-level approach to it. That’s the level you guys should be working at.

Guidelines – Project Managers

Paul: Project managers, I think you need to be looking and understanding from the guidelines point of view. So you need to go in and read what those guidelines are, and you need to be sure that you understand them. And as you look at any work that goes out from the company, you need to be thinking “does it conform to those guidelines?” You don’t necessarily care about the nitty-gritty of how those are measured, or the nitty-gritty of how they’re achieved, but has that guideline been met? That’s the level you need to be working at.

Success Criteria – Designers and Developers

Paul: Then when it comes to the designers and developers, you need to get right into these guidelines. And you need to understand the success criteria and how to apply the guideline and how to make them work in practice.

Check Everything

Paul: So basically, we need to be checking everything that goes out the company for accessibility. And I have to say I’m making the mistake of saying this on camera, but I think we’ve got a bit lax recently when it comes to accessibility. We reached a point where it was becoming quite intuitive to us, and we were doing it quite naturally, and then as a result of that, we stopped checking because it was the natural process of what we were doing, and then bad habits start to seep in again. So WCAG2 is a great opportunity for us to say “ok, we need to start reviewing everything we’re doing as it goes out again”. So I’d really, really encourage you to check everything.

Needs to be second nature

Paul: basically we need to get to the point where this is second nature to us, so that we’re doing this intuitively again, but not to the point where we’re no longer checking.

Audience: Clients often say “what’s the difference? If I just got for single A compliancy, what won’t my site be reaching?”

Paul: I have to say that I think I would stop talking about double A, triple A and single A compliancy. I don’t think there’s really any value any more in talking about that to the clients.

Audience: I think there is because having the page by page conformance is a really good thing and that we can now argue that yes, we can now make the majority of your site triple A compliant, but for a page full of videos, we can make it single A compliant.

Paul: Ok

Audience: Clients will continue to reference it in briefs. You can’t not talk about it.

Audience: I think it’s actually quite a strong thing.

Audience: is it a page by page compliance, or template by template compliance?

Paul: I think it has to be page by page because the content that goes into the page, into the template, could invalidate it. This is why I think it’s something that should be downplayed. I accept the clients will still talk to us about it, but clients still talk to us about doing speculative design, it doesn’t mean we do it. I think there’s an education thing there whereby we need to move clients away from being obsessed by double A, single A compliance, and to start thinking about accessibility policies. What is there accessibility policy and what is it that they are trying to achieve on their site? Our base mark is going to be single A, it’s always single A, and I think it should continue to be single A.

Audience: but if you don’t talk to them about it, you could argue that less caring clients would just say “well why would I do anything about it, bottom line?”

Paul: Yeah, I said you shouldn’t talk about single A, double A, triple A, but that doesn’t mean you can’t talk to them about accessibility and the improvements that accessibility brings because for people that have got that sort of attitude you don’t want to talk about the disabled if they don’t care about the disabled, you talk about search engines, and that’s the best way to sell accessibility, by talking about search engine placement. That’s the reason you want to be accessible for people who have that kind of attitude. For those that care, and are talking about single A, double A and triple A, you need to say to them “well actually, conforming with any level, it’s great that you want to do accessibility, and certainly single A should be an absolute minimum, but we’d encourage you to start working up an accessibility policy and looking at your site as a whole and say could this area do more in your site, your accessibility policy should do real world testing with real users…” all kinds of things.

Audience: So you think that we should be encouraging large organisations that have accessibility policies themselves that refer to double A, triple A, to try and persuade them to kind of move away from that?

Paul: No, not necessarily, I wouldn’t go that far. Don’t get me wrong, I’m not saying that they’re a bad thing, I’m saying they’re not the be-all and end-all. And at the moment I feel like the vast majority of clients think they are the be-all and end-all. They’re obsessed with putting that little badge on the bottom of the page. And it’s not about putting badges on the page. The trouble with institutions that have these policies of single A, double A and triple A is that these policies are in place for the institution, not for the user. And that’s my problem with them. That’s why I think we should try to break that mentality with clients. And I accept that sometimes we’re going to lose, and that’s fine. Exactly the same goes when we were talking about browser support. I accept sometimes we’re going to lose that battle as well. But it doesn’t mean we shouldn’t try and fight it.

Audience: I just wondered why WCAG2 still does it, because yes, you’re right basically, and accessibility requirements should be based on user requirements and not ticking boxes, so why is it still in there?

Paul: I think it’s in there because… my impression… I hate talking about accessibility on camera! You remember what happened last time in the podcast? It was just a nightmare! I think the reason it’s still in is because some of those success criteria are hard to meet. Some of them are damn difficult. When you start talking about streaming video, you’ve got some difficult challenges there that need to be met. So I think as a result, what the W3C is saying there is that we accept that some of these things are difficult to do. And we accept that you’re not always going to be able to do them, so we’re going to make them triple A. But come on guys, some of this stuff is dead simple and we should be doing it, that’s single A. That’s my impression of the mentality behind it, and that’s a great mentality, but it’s when someone changes that to being guidelines, which is what they are, to being rules, really instilled by Moses and presented to the people. You know it’s not that and I think that’s an important differentiation to make.

Where to Start

Paul: I know what you guys are like, especially designers. Ok I’m making sweeping generalisations here. But, if you guys go along to the WCAG website and you look at the WCAG2 guidelines, it’s horrible! It’s intimidating and it’s scary and it goes on for pages. And there’s a lot of text around it.

Audience: There’s no pictures? (laughter)

Paul: There’s no pictures! The design isn’t even very good. So what I’ve done is I’ve taken that page, I’ve literally all I’ve done is I’ve stripped out the explanation text in front of it, and the waffle at the end of it, and I’ve left you with just the set of guidelines so it looks like a slightly less intimidating list. Not much but slightly. So that’s up at http://www.headscape.co.uk/WCAG2 so if you go to that, you can get just the actual list of criteria. There’s also, on the WCAG2 website, there’s a thing where you can go and you can say my site uses tables, my site uses video, my site has this and that, and you untick the ones that it doesn’t have and it narrows down the list of success criteria to only show you the ones that you need to care about. So you might want to check that one out as well. Ok, so that’s basically all I have to say, are there any other questions before we wrap up?

Questions

Audience: Clients are going to ask us the 1 minute elevator pitch. What’s the difference between WCAG2 and WCAG1? What would you highlight as differences?

Paul: I think there’s a bigger acceptance of things in the world other than HTML, so things like Flash, PDFs, all that kind of stuff, there’s much more reference to that kind of thing. It’s much better written, much better organised. I think it’s more pragmatic. It’s a little bit more… I think it will last the test of time more. It’s hard to pin down exactly what I mean by that. There is actually a document out that talks about the specific differences between WCAG1 and WCAG2 if you wanted to get into that level of detail. And to be honest, I couldn’t tell you what that is yet because I haven’t looked at it in that much depth myself.

Audience: I think you and I do need a couple of the more detailed stuff, to get the guidelines, just one or two examples basically. Something that’s new between WCAG1 and WCAG2, and also some of the differences between single A, double A and triple A. The streaming video is an excellent example.

Paul: Just go along to http://www.headscape.co.uk/WCAG2 and you’ll be able to see those different levels.

Audience: It seems like, an almost unwritten principle, or unwritten in your list of principles. It’s technology agnostic.

Paul: WCAG2 started off as so technologically agnostic that it wasn’t understandable.

Audience: WCAG1, the first line is all about “it must be W3C technologies”.

Paul: Yeah, it will pretty much accommodate anything. You know, it talks in terms of audio and video. It doesn’t mention Flash for example specifically, at least I don’t think it does, but it refers to those kinds of things. It refers to documents that are not HTML. I’m saying this as much for the video as anything else, I’m still learning about it as well. So I think it’s going to be a learning process for a while for us to really get to grips with this, and truth be told we probably should have started a little sooner than this, but it’s not radically different from WCAG1. This is as much getting us back into the habit of thinking about accessibility as anything else really. Ok?

Audience: 1 more question. Are they new Keynote animations?

Paul: Yeah, they are new Keynote animations.

149. White Hat

On this week’s show: How to become number one on Google *cough*, are customer testimonials worth it and how do you create a reassuring website.

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Housekeeping

Some housekeeping to kick off today’s show I am afraid:

Web Design Introductory Training

Drew and Rachel over at EdgeOfMySeat.com are running two training courses next month that look ideal for those starting out in web design. What is more they are offering boagworld listeners 10% off if they enter the promo code ‘boagworld’ at checkout.

The two courses are…

HTML and Web Standards for Beginners – 19th February

a one day course ideally suited to those wanting to get into web design, or perhaps for clients who have to format content with HTML for their websites. Covers the basic web standards principals of semantic markup and separation of content, structure and presentation.

Beginners CSS – 20th February

a one day course for learning CSS from the ground up. We go from zero knowledge right through to building floated, positioned and fixed width layouts.

For more information visit edgeofmyseat.com/training/

Bamboo Juice

Next up is a conference I am really excited to be speaking at. It called Bamboo Juice and is a one day conference taking place at the Eden Project in Cornwall. There is a growing line up of speakers that currently includes people like Jeremy Keith and myself.

It is great to see conferences happening further afield in the UK and I really want to see this one succeed. Please support it if you can. Cornwall is a stunning place and the Eden Project is a must visit. You ticket includes entry to the Eden Project so you will have a chance to look around.

Best of all the entire conference only costs £99! Please, please join us. Its going to be great fun and it should have a nice intimate feel with lots of time for chatting.

You can book your ticket now at bamboojuice.co.uk.

Consultancy Competition

Just a reminder of our free consultancy competition. Headscape are giving away a free days consultancy to a lucky winner. Email us with your name, URL and why you want us to help you out. We will pick a winner at the end of the month.

If you can’t wait that long Paul has started running mini-consultancy clinics via Skype. You can buy 30 minutes or more of Paul’s time and he will chat with you about your site, career or anything else (within reason). Its a bit of an experiment at the moment so if you are interested in trying it out visit the Boagworld forum where he talks more about the idea.

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News and events

More on jQuery

If you listen to this show regularly then no doubt you will be aware of what a huge jQuery fan I am. I was therefore super excited this week to see the release of a new version of jQuery that builds on what is already an excellent Javascript library.

Most of the improvements are in performance. This is remarkable as jQuery was already one of the most lightweight and speedy libraries available. However, they seem to have made some significant improvements.

The main new piece of functionality is something called Live Events. Live Events allows you to bind events (such as a onclick event) to all elements even if they have yet to be created. Let me give you an example. Let’s say you wanted all links with a class=’external’ to open in a new window. Previously you would create a function that added an event to all links with that class so that when the link was clicked it opened a new window. The problem was that if you added more links dynamically to the page you would have to rerun the function if you wanted them to behave in the same way. With live events this is no longer necessary. This is a huge improvement and one that will streamline a lot of code.

I really cannot say enough good things about jQuery. It really is enormously powerful and a real time saver. What you can do with it is quite amazing as is demonstrated by a post from Smashing Magazine this week entitled "45+ New jQuery Techniques For Good User Experience". Whether you use jQuery already or not, check this post out. It will definitely give you loads of ideas for enhancing your sites.

Getting started with HTML 5

Talking of new releases, there is a significant amount of buzz surrounding HTML 5 at the moment. This is somewhat surprising considering it is a long way from being finished and some even argue we do not need it in its current form.

Cameron Moll does a nice job of providing a round up of what is currently being written about HTML 5 including a nice little summary at the beginning…

The world isn’t ready for HTML 5 at large just yet, but we can begin preparing for it by using common, semantic selector names (header, nav, section, etc.)

To be honest it is still early days for HTML 5 with some estimating it will be released in 2022 some estimating that it will not be fully implemented by browsers until 2022. With those kind of timescales we can afford not to care. Jeff Croft puts it up nicely in his post "Two Thousand and Twenty Two" where he says…

It ultimately doesn’t matter if HTML 5 is available next month, next year, or fifty years from now. Those of us who do real work in this industry know that the only thing that really matters is what specs and technologies are supported by the browsers real people use.

Jeff came under a lot of attack for his post but I have to say I agree with him. What matters to real web designers and real website owners is what browsers will support now. So my advice is to ignore HTML 5 now and brush up on your WCAG 2 instead!

Web design trends for 2009

We turn now to the more immediate future and a post by the people over at Smashing Magazine. "Web Design Trends of 2009" endeavours to look at emerging trends that could become mainstream over the coming year.

To be honest I am not sure these are some much web design trends of 2009, as a look back at the end of the last year. However, it makes interesting reading none the less.

The trends listed include…

  • Use of letterpress typography, where text is ‘punched out’ of the background
  • An increase in the richness of user interfaces through the use of Javascript
  • The general acceptance of PNG transparency
  • Big bold typography
  • An increased use of font replacement using tools like sFIR
  • More sites than ever using overlay boxes to display images and video
  • A proliferation of video and screencasts
  • Blogs adopting a more magazine orientated design aesthetic
  • Lots of Javascript slideshows wherever you look

Nothing particularly surprising, but the article does provide some inspiring examples of these different trends and analysis about wh
y they are becoming fashionable.

Your website can thrive in a recession

We conclude today with another post about the recession. To be honest I am getting sick of talking about it. In fact I suspect it is turning into a self fulfilling prophesy. However, Gerry McGovern has written an interesting post about how your website could thrive in a recession.

The article mainly focuses on the cost savings that can be made by bringing customer interactions online. He quotes research which states:

the average cost of a web interaction is 27 pence, the average cost of a phone interaction is 3.76 Sterling and the average cost of a face-to-face interaction is 9.34 Sterling.

He goes on to say:

So, it is 14 times cheaper to allow a customer to complete a task on a website than to have the customer complete the same task over the phone. The Web is 35 times cheaper for completing such a task than a face-to-face interaction. Isn’t that a compelling business case for a website during a recession?

It is an interesting argument and one that may sway some of the people holding the purse strings. However it fails to take into account the upfront development cost of moving customer interactions online. For better or worse companies are focusing on short term cost savings at the moment rather than long term expenses. As a result some web design projects are being put on hold.

Nevertheless if you work for an organisation that deals with a large number of customers then this article is a powerful arguement. It is certainly something that you need to show your boss.

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Feature: Becoming Number One On Google

‘Become number one on Google’ – The dream of every website owner and titles like that grab people’s attention. What can you do to help achieve that dream without resorting to black hat techniques? Read More

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Listeners feedback:

Customer testimonials – Are they worth it?

Question from Dave Rupert –

“Client Testimonials” – whenever some marketing aficionado comes up with these they want them on the site. When was the last time you thought “OOOOH CLIENT TESTIMONIALS!! OMFGWTFBMXBBQ!!1!” and clicked to go see a whole page of them? Are these out of date? Does anyone care about them? Are there examples of good implementation? Do you use Client Testimonials on your site? If so, why?

This is a good question because it has made me question something that I have always considered to be a really good thing on websites.

I think someone in Dave’s position – who I assume is a web developer/owner – won’t ever get excited about a list of client testimonials. Let’s face it, they’re not for Dave. They’re meant for visitors to the site to try and persuade them that buying a product or hiring a service is a good idea. The idea is that customers are far more likely to trust a testimonial from an existing client than the marketing speak on a website.

But this is where I have started to question my thinking. For example: “I am Mr X from company Y and I have to tell you that after using these people’s services I am now a better, more rounded person and I have decided to name my first-born after the MD”… this rather points to the fact that Mr X is the MD’s brother/drinking buddy/receiver of folding in a reverse handed way (delete as appropriate)… or even the MD himself!

So, do potential customers place any value in testimonials or do they instantly think they are fiction. In my opinion, I do still think they have value, particularly if you back up an online testimonial with that particular client’s contact details in a proposal. I also think that video testimonials have more value than written ones because (unless they are a complete setup) you will be getting the client’s real feelings and you can watch their body language.

Slightly going of point, regarding providing client contact details for inclusion in a proposal, I have started to ask potential new clients which of our existing clients they would like to talk to rather than simply providing a list chosen by me. I think this adds a further degree of trust.

Fundamentally, I do still think testimonials are a good thing and we will continue to use them on our site. But I don’t think I will be placing so much importance on them as I used to.

How do you make your site feel safe

Kevin Dees asks an interesting question on the forum:

I don’t know if this question has been asked before but I’m interested in what other designers have done to help make a site "feel safe".

Many times I find myself leaving e-commerce sites… because they do not feel safe. I find that this is due to poor design. Big flashing buttons and the like make me wonder if I’m going to get scammed.

So, I guess what my question is "how, as a designer, do you make your site feel safe, welcoming, and secure with the design itself? What are good practices? How do you make users go were you want them to, yet make them feel like they are still in control? What do you suggest adding or even keeping way from when it comes to design"

The answers he got in the forum didn’t really address his question. They focused on the realities of making a site safe (security and technology) rather than on the perception of security.

A site maybe the safest in the world but if the design isn’t right you are left with doubts. Take for example the new US government site that allows people to apply for visa waivers every time they travel to the US. One would hope that a site collecting that amount of personal data would be extremely secure but the design leaves you wondering if it is legitimate. It just doesn’t ‘feel’ professional.

I have spent a long time trying to come up with an answer for Kevin. However, I have found it hard to define what provides that sense of security. Part of the problem is that I think as a web designer I am more sensitive to the ‘vibe’ a site gives off than the average user. I am not sure I am best placed to judge.

Also, a lot of the things that occurred to me where content issues more than design. Delivery policy, site security, returns policy etc. are all content issues and so do not answer Kevin’s question.

However a few things have come to mind…

  • An attention to detail – Sites that lack an attention to detail always make me nervous. Poor browser support, bad grammar, inconsistencies and ill considered design reek of unprofessionalism. If I am going to spend my money on a site, I want to know that money and time has been invested in its creation. If an organisation is shoddy in the production of their own site, then I can probably expect the same attitude in the way they interact with me!
  • Structure – I think a strong grid structure is very reassuring. It conveys a sense of order that is disconcerting when not there. I think that is the problem I have with the US immigration site. The form you have to fill in is all over the place. Fields don’t line up and the site lacks any sense of order.
  • Colour – Misjudging colour can have a serious physiological effect on how we perceive a site. Some colours ar
    e naturally more trustworthy than others. Blue for example has a very safe reliable quality. However using a conservative blue on a site aimed at young girls will project entirely the wrong image and make the audience suspicious of your site.
  • Trying too hard – Some sites just try too hard, shouting for attention. Flashy graphics, heavy sales copy and advertising orientated imagery all scream desperation and manipulation. People do not like to be manipulated or pushed into responding. They like to move at their own pace. Push them too hard and they will run away.

I am not sure I have done particularly well at answering the question either, but hopefully there is something in there you might find useful.

 

Becoming number one on Google

‘Become number one on Google’ – The dream of every website owner and titles like that grab people’s attention. What can you do to help achieve that dream without resorting to black hat techniques?

We have spoken before about the dangers of using black hat techniques to improve your sites ranking. But, what legitimate techniques can you use?

There is a lot you and your team can do to improve your placement on search engines. These fall into three broad categories:

  • Improving your site’s build
  • Improving your site’s content
  • Encourage quality links

Improving your site’s build

I have written before about how accessibility can also improve search engine placement. By avoiding content types that search engines find hard to access (like Adobe Flash), marking up content semantically and using appropriate ALT and title attributes, we make our sites easier to index. However, although these techniques ensure content is indexable, it does not mean search engines will discover that content in the first place.

The following will ensure Google (or other search engines) discover your content.

  • Create a clear hierarchy – Every page should be reachable from at least one other page of your site.
  • Use text links – Links between pages should be textual rather than use images, Flash or other unaccessible technologies.
  • Use short URLs – Some web addresses created by dynamically driven websites (such as those built using content management systems) cause problems for search engines. Shorter web addresses with less parameters (characters after the ? in the address), the more likely to be found.
  • Add a site map – Add a site map that includes links to the important content. However, try not to exceed 100 links on a page as this can cause problems.
  • Submit your site – A search engine will find your site through those who link to you. However, speed up the process by submitting your site for indexing. You can submit a site to Google here. You can also submit a site map using Googles Webmasters tools. This helps Google learn the structure of your site and increases the number of pages indexed.
  • Once search engines can access your website, you need to address the content.

    Improving your site’s content

    The most important consideration when writing copy for search engines is the inclusion of search terms. Before writing a page have a clear idea of what it is about and what search terms might use when searching for that subject. Next, incorporate them naturally into copy, headings, image alt attributes and the page title.

    Be careful not to use too many search terms. Two or three per page is adequate. If you use more, copy may become hard to read and the ranking of each individual term will be reduced.

    Do not stuff a page with search terms as you may be penalized. They should be incorporated naturally into your copy. Try reading your copy out loud. If it sounds like you are forcing the use of keywords it will require some rewriting.

    Ultimately all you need to do is write good copy. If it is well written and engaging it will also attract links.

    Encourage quality links

    If you already run a website, you will have probably received an email from somebody wanting to ‘exchange links’. The email may have explained that Google ranks pages by the number of incoming links.

    There is some truth in this claim. Google does partially rank pages based on the number of sites who link to you. However, this is not the whole story.

    In reality nobody but Google knows how they rank sites. Links are a factor but it is not just the quantity that matter. Google states that:

    The quantity, quality, and relevance of links count towards your rating.

    Google looks at a number of factors:

    • The subject matter of the site linking,
    • The copy that appears in the link,
    • The popularity of the site linking,
    • The reputation of the site linking.

    It is rarely worthwhile responding to link requests, unless they come from a high profile website with appropriate content.

    It is however worth seeking links from relevant sites. Which sites would you like to appear on irrespective of the benefits to your ranking? Which sites do your target audience frequent? Getting featured on such sites provide benefits of their own, independent of the benefit to ranking.

    Will the above techniques get you to number one on Google? Possibly. It will certainly do your site no harm unlike many of the other techniques out there.

    This was another lovely little extract from my book – the website owners manual.

    146. Obsessive

    On this week’s show, Paul interviews Nicholas Felton about designing with data, we celebrate the return of 24Ways, and explain how community can keep users coming back for more.

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    Housekeeping

    Two pieces of housekeeping before we begin:

    • First, Jaysone wrote in asking about the chat room we mention on the show. He wanted to know what it was and whether anybody could join. The chat room is associated with the shows we occasionally stream live. You can watch these shows at http://boagworld.com/live and interact with us as we record via the chat room. Anyone is welcome although you will probably need to follow me on Twitter to see when the shows are being recorded.
    • Talking of streaming shows, the next live show will be our Christmas special on the 8th December at 2.30PM UK time. The show will be an open question and answer time so either send in your questions in advance or come along and join us in the chatroom. We will also be doing a feature on this years top Christmas gifts for geeks. You can vote for your suggestions over at UserVoice.

    News and events

    24 Ways is back

    This week sees the return of 24 Ways. 24 ways is the advent calendar for web geeks. Each day throughout December they publish a daily dose of web design and development goodness to bring a little Christmas cheer.

    I am not sure whether it is the quality of the posts or that 24 Ways appears just before Christmas, but I always get excited when they return.

    This year it returns with a somewhat controversial new look (personally I think it is great they are experimenting) and a whole new set of posts. They still offer a complete archive of previous posts so be sure to look through that, as well as subscribe to their RSS feed.

    There is something very special about 24 Ways. I think part of the reason I like it so much is because the writers are given a free hand. They can write on whatever they want and so inevitably write about their passions. This leads to a better quality of post.

    As if that glowing recommendation is not enough, I should also point out that our very own Marcus Lillington has a post coming soon. Surely that will be enough to encourage you to subscribe!

    iPhone designers kit

    In the past I have been slightly rude to the guys over at Smashing Magazine about their endless lists of other people’s creativity (we love them really). However, this week they have released something that is genuinely useful.

    The iPhone Starter Kit, is a set of button elements and various iPhone interface options, bundled in a Photoshop PSD. The pack is ideal for mobile developers and front-end designers who need a professional way to show mock-ups or try out ideas.

    You can use the set for free and without restriction. This includes both private and commercial projects. The only thing they ask is that you do not resell it.

    Admittedly you may not be doing work on the iPhone right now. However, I suspect it will only be a matter of time before we will all be working on a mobile application of some description.

    The mobile sector is incredibly exciting at the moment and this is another useful little weapon in our arsenal.

    5 Ways to Get Usability Testing on the Cheap

    Our next post is from the sitepoint blog and is entitled ‘5 Ways to Get Usability Testing on the Cheap‘.

    Usability testing is a good idea for any new web site. Increasing the usability of your web site is good because it will increase visitor satisfaction, which in turn increases sales and user loyalty. On the business savings side, usability testing can also save you money in development, maintenance, and support costs.

    The problem is website owners often perceive it as expensive, failing to grasp the high return on investment. However, it doesn’t need to be and any project can incorporate some user testing, no matter what the budget.

    The sitepoint post makes 5 suggestions of how you can keep the cost down…

    • Use a service like usertesting.com, which provides a video of users interacting with your site.
    • Get a written user response to your site from Feedback Army for as little as $7.
    • Use a DIY user testing tool like Silverback for the mac or Morae for Windows.
    • Ask friends and family to take a look at the site. Alternatively ask for some feedback on the boagworld forum.
    • Use services like Crazy Egg or Click Density to get heatmaps showing how users interact with your site.

    Whatever approach you choose, always make sure you have at least some user testing in every project.

    Site search options

    One of the things I hate most about the Boagworld website is its search facility. The built in search mechanism that comes with my blogging software sucks! This is particularly embarrassing as I am always banging on to clients about how important search is. After all half your users will turn to the search box before even considering browsing the site. Search has to be right.

    I have half heartedly looked around for something that would do the job. I remember looking at Atomz a while back and also there is the obvious Google integration route, but nothing inspired me.

    This week however another post from Sitepoint caught my eye. It was talking about the new site search from Yahoo! Recently adopted by Techcrunch it has some fairly impressive features…

    • Real-time indexing of content – When new blog posts or comments are added to the site, the search index updates almost immediately.
    • Customised ranking – You can fine tune the algorithm to fit your audience and user experience.
    • Structured search – You can build your own refinement mechanisms. For example I could allow users to filter posts by category, number of comments, tag or any other criteria I set.
    • Blending Web with site results – Users can search both site and web content and see the results blended together in a single display.

    If your site search sucks as much as mine, you might want to check this out.

    Back to top

    Interview: Nicholas Felton on ‘Designing Data’

    Paul: So joining me to day is Nicholas Felton. Good to have you on the show Nicholas!

    Nicholas: Thanks so much Paul, it’s a pleasure being here.

    Paul: It’s the first time that I’ve really spoken to you. I only first saw you or heard about your work at Future of Web Design and I have to say you completely blew me away with a presentation that was very different from the majority of stuff that was being talked about because it wasn’t really fundamentally about Web design, I guess in a way.

    Nicholas: No, I think in a way it’s about a weird hobby that’s kind of developed into a tiny Web phenomenon.

    Paul: Well, from what I can gather it’s a fairly big Web phenomenon according to Keir from Carsonified who was raving about you afterwards. For those people that haven’t come across you before, tell us a bit about yourself. Who are you? What is it that you do? Where is it you work? A bit of background basically.

    Nicholas: Sure, sure. Well again, my name is Nicholas Felton. I’m a graphic designer, predominantly print but I definitely dabble in the web and am there more and more frequently. I went to art school, I studied graphic design about ten years ago here in America at the Rhode Island School of Design and I’ve worked in graphic design firms and advertising doing identity and on the side I’ve started my personal website called Feltron where I’ve grown these annual reports that have become something that I’m sort of getting well known for.

    Paul: So let’s talk about these annual reports, because this is what you were talking about at Future of Web Design. There’s a lot of people that might be listening to this thinking “Well, hang on a minute he’s just said that he’s primarily a print designer, this is a web design podcast. Why have we got him on the show?” Well just to kind of deal with that to start with, I mean obviously web design should be a lot broader, we should be looking outside of the web for inspiration and I’ve found these Felton Annual Reports incredibly inspiring. For those that don’t know, tell us a little bit about what they are.

    Nicholas: Alright. Well, I really latched onto this name for them because I think it communicates pretty quickly what it’s about. Everyone understands what an annual report is. It’s the summation of a year. I’ve just attached my name, more precisely my sort of Web name, which is Feltron. My last name is Felton. But these started in 2004. I was just trying to get a grip on the year and wrap it up and I looked around at the websites I was looking at and the books I enjoyed and I put that all on my site but I snuck in a couple of little details, like the number of postcards that I sent and worked out the number of air miles that I traveled and those sort of, they hooked me. And so the next year I went back through my records and I put together a multi-page feature for my website where I looked at my travel in more detail, making pie charts of the countries that I went to. I split up my photography into all these different metrics that I could examine and between that I came up with about six pages I think of exploration of my eating and drinking habits and the culture that I enjoyed for the year and this is something I thought would only be appealing to people who knew me well, it would be a little bonus for them at the end of the year and it turned out to be a little viral and people started sending it to their friends and I started hearing from strangers that they thought it was fantastic and people saying, “I want to do this,” so I’ve tried to spend more and more time on it each year to stay in the forefront of this desire that I see building for people to encapsulate their year in this kind of report.

    Paul: For me personally, when I heard you speak I immediately came away with a desire to do the same thing, just as you described.

    Nicholas: That’s fantastic.

    Paul: But the question that’s burning in me is, “Why?” Why do I feel the desire to do that? Why did you do it? Where did the idea come from? How did this all start?

    Nicholas: I think it wasn’t that hard for me to do. The first one that I described, which was a multi-page document I actually didn’t do anything different than I’d been doing for previous years. I just had this natural habit that in my calendar I would write down where I went socially as well as what I did for work and I was able to look at that and between the names of the restaurants I knew this was a Thai restaurant so I could sort of make pie charts of what types of meals I was eating and I knew how many bars I had been to and I guess after that year I decided I was really going to formally examine this and decided to strictly track more things over the course of the year. I guess for me it’s driven by curiosity, I think I’m a pretty naturally curious person, maybe you are as well and it’s not about changing my behavior. I really don’t want the reports or this recording of my year to affect what I do over the year. I think I find a lot of solace in the numbers that come out of it. Just knowing how many beers I had or how many coffees I had or how many air miles I traveled is really comforting to me. It’s a way of tackling some of the unknown in our life.

    Paul: It’s interesting because when you describe it, if someone hasn’t seen these reports you kind of think of an annual general report that’s published by a company, which are tediously dull documents but the things that you produce are graphically stunning as well. So I’m interested, is it primarily a kind of data collection exercise for you, or is it more a graphic design exercise? Is it about, I mean you kind of indicated that it’s about the data that you’re gathering rather than maybe the graphics, but the graphics are obviously what sells it to other people I guess. I don’t know.

    Nicholas: Yeah, it’s hard for me to split it, but I have to say it’s absolutely about the finished product which is a piece of graphic design and the better the data is the better the story I have to tell so it’s a narrative of my year. It’s all encapsulated. It’s primarily a visual piece and I do put a lot of time and effort into making sure that it’s very visual and very easy to read quickly but that there are little details in it you can pull out if you want to spend more time with it.

    Paul: Yeah. I mean that’s the immediate thing that you said there, it’s very time consuming.

    Nicholas: Yes.

    Paul: Not only from a design point of view, and I’m sure it must take you just an unbelievable number of hours to produce something that is so exquisitely designed but I mean tracking all this stuff, you must spend, I mean I’m surprised there isn’t a big part of one of your pie charts that’s just entitled “Tracking” you know where you spend hours just tracking all this information. What keeps you going? Why do you continue to do this?

    Nicholas: Well first of all, it just doesn’t take that much time actually. I tend to sit down in the morning in front of my calendar and write down the meaningful things from the previous day but at most five to ten minutes a day. It’s definitely a background process that’s running in me all the time as, “Do I need to take note of this for my reporting?” And when I do leave my routine, when I travel, it’s a bit more complicated because then I’m doing new things and I want to make sure I get them right but it’s something I think you get into the habit of doing. For anyone who writes a diary or does these sort of recordings of the day I think after a while it’s not a burden at all. Last year I did find out, I decided out of this curiosity that I wanted to record every street that I’d walked down in New York City and that did become a little burdensome, but it was well worth it.

    Paul: It’s interesting that you picked that one out because that was the one that I really looked at and went “Wow, that must have taken a long time.”

    Nicholas: Yes. But it was well worth it. A year is a long time but it’s actually not that long of a time and I had a lot of hunches going into it about where I would go and where I didn’t go and it’s phenomenal to see how little of the city my routine is actually settled into.

    Paul: Yeah, it’s a fascinating exercise. Just kind of give us a little bit of an idea, you know tell us you just mentioned walking down certain streets. Tell the listeners some of the other things that you collect, the other bits of information.

    Nicholas: Well last year I was keeping track of every single alcoholic beverage that I had. For some reason I think drinking is really easy to keep track of because it is sort of a binary act, it’s like “one drink” versus a meal which can be more complicated but so alcoholic beverages I had 968 in 2007. I had 83,565 milligrams of caffeine through all my coffee beverages which by examining my weight and the caffeine content of each type I was able to deduce was approximately 6.8 lethal doses. I knew there’d be a couple lethal doses in there I just wasn’t sure how many and I worked it out.

    Paul: That’s just horrifying. How do you decide what it is you’re going to track?

    Nicholas: It usually just leads naturally out of the previous year. So like in June I will decide, “I wish I’d been tracking that this year,” and so next year I’ll make a point of doing that. So last year I started delving into the distances I’ve traveled, I worked out that I traveled about 1075 miles on the New York City subways. So this year I’ve taken a much closer look at the distances I’ve traveled. I’ve worn a pedometer all year so I could figure out how far I’ve walked and yeah.

    Paul: What kind of other stuff are you tracking at the moment? You’re tracking how far you’ve walked, what other things?

    Nicholas: Mostly the same things from previous years, but I’d like to look at it all through the lens of distance so it’ll be a different measure of the year rather than relating things to days or hours how does that relate to how far in terms of length I was through the year.

    Paul: I mean you mentioned a pedometer there. What other kind of tools do you use for collecting data when you’re out there? When you’re out and about I feel like you need a really handy little iPhone app or something here that kind of records all this stuff for you but what tools are you using?

    Nicholas: Well yes the iPhone is great I’ve tried to have some sort of smart phone where I can take notes at all times through this project but often times it’s just as simple as sending an email to myself so I have this little note that gets collected and goes into a folder and I make sure that I enter that into my calendar. It mostly all goes into iCal. I also use Backpack by the 37signals guys to keep running lists of the clothes that I purchase through the year or the movies that I saw and then when it all comes together it’s Excel. Everything needs to get into a spreadsheet so that all the math can get done and that’s probably half of the time it takes to design is just collating all the numbers.

    Paul: Yeah, I’ll bet. Wow. This is absolutely fascinating. It’s something very addictive about the whole idea. I mean OK, for somebody like me, let’s say I wanted to go for this and I wanted to try it. What kind of advice would you give me starting out?

    Nicholas: Well probably the best advice is to pick something that you’re going to be able to track, that you’re not just picking “What websites do I visit?” because it’s going to be overwhelming and you’re just going to pass on it after a week or two so pick something that’s easy that you do, not too infrequently that it’s not interesting but frequently enough that you’re going to get a good data set out of it. And so like if you see a lot of concerts I think concerts attended is great and then what aspects of that that are interesting? Who did you see and where was it or how long was it? So I think definitely in this website I’ve been developing to help other people create their own annual reports or just personal reporting in a way you can just have one really rich data set and by slicing it in different ways I think you can get a lot of interesting presentations out of it.

    Paul: You mentioned a site there that you’re developing. Tell us a bit about that.

    Nicholas: OK, it’s called daytum.com. It’s D-A-Y-T-U-M and it’s just a place where I’ve tried to remove a lot of the boundaries for creating a document like this. So there are two parts of it, there’s the recording element that can get complicated so we want to make a way that’s really easy for you to count things and then the display part of it which is practically inaccessible to a lot of people so there are a lot of built-in pie charts and stack line graphs and counting methods that are all built in, in a sort of clean design and you can just make this page that fills up with graphs and numeric intricacies of your life.

    Paul: I must admit I’ve had a quick look at it and I haven’t signed up for it yet and you know it has that same clean look that your reports have and you know it’s obviously beautifully designed as well I mean we’ve spent a long time haven’t we talking about the collecting of the data I think that’s probably the most fascinating bit but as this is a web design podcast I feel like we should be talking about the design a little bit as well.

    Nicholas: Absolutely.

    Paul: You know I think the kind of key thing that really struck me is that you’re presenting, you know, fairly dry data and don’t get me wrong, I’m not implying that your life is boring but at the end of the day it’s data that you’re presenting and you’re doing that in a kind of visually stunning way. Tell us a bit about how the design comes together, you know. What’s your design process?

    Nicholas: Well I have the benefit of being in control of all the data so if something isn’t looking right one way I can explore it a different way or I can rewrite a headline which is one of the greatest advantages that any designer can have rather than working for someone else. And then I sort of have an infographics approach where I really eschew using keys or trying to make your eye go in too many places to understand something so whenever possible I try and keep everything really focused so you can look in one spot and hopefully understand what’s going on there immediately rather than having to look at color codes or translate symbols unnaturally.

    Paul: I mean is it, a lot of graphic designers out there that kind of find working with data and, you know, things like that incredibly dull. How do you keep inspired? How do you get something out of it? Because you’re not working with gorgeous imagery or anything like that, you know it’s quite dry, what inspires you about doing this kind of stuff?

    Nicholas: Well I guess they’re kind of like puzzles for me. Um, I will see the establishing of infographics sort of like the data’s there and it wants to look interesting so how can I make a system that’s going to present it in the most instructional way? So I’ll play with that system so that it will line up in a dramatic way rather than just sitting in a static predictable line graph or bar chart or something like that.

    Paul: I mean also you seem to use typography very heavily so I’m guessing that’s something you’re particularly passionate about.

    Nicholas: Yeah I guess it’s my two natural loves in one place: the numbers and type.

    Paul: Oh dear. So what advice would you give for us Web designers that are kind of, you know we do work with data a fair amount, you know from surveys through to content management systems that provide reporting and things like that. What do you think the key is to presenting data in an understandable and approachable format?

    Nicholas: I think that one of the key things is just getting away from the default options that you’re given like I’ve found it’s really impossible to get a nice looking graph out of Excel or out of Apple’s Numbers and the same is kind of true for the Google Chart API which is what we use for daytum.com which is basically a way to send a URL to Google and they return a pie chart or a line graph but they can get really overly complicated and ugly very quickly so it’s a matter of stripping it down and making sure that this is something that’s going to be dramatic and simple to understand.

    Paul: It’s that simplicity thing again that, you know, have taken something complex and as you say stripping it down and keeping it simple.

    Nicholas: Absolutely, and even if you have the benefit being able to edit your material so that I’m looking at a pie chart that has four or five slices rather than seventeen I think it’s going to benefit your readers enormously.

    Paul: So Daytum, that you are in the process, is that actually live now or is that still in the process of being developed? I can’t remember whether it was generally accessible or whether it was in a closed beta.

    Nicholas: It’s in a beta but the wait list is down to less than a week now so it’s just a queue basically to protect out severs. But yeah, we’re adding new features all the time. We’re about to add averages there so you can examine your average cup of coffee or your average commute time and we just plan on trying to preserve the user experience by making sure we don’t get too swamped and growing it over time.

    Paul: So how did this come about? You keep saying “we” so who’s the team that’s behind that?

    Nicholas: Yes it’s my partner Ryan Case who is more on the development side but is also a fantastic user interface designer and he came to me in January or February of this year and like many people had said we should figure out a way to do this year reports on the web so that other people can do it but he had the technical chops and motivation to really get the ball rolling and he’s become actually a great data tracker himself and has been keeping track of all his beers religiously and all the trains he’s been taking, which I didn’t know he had in him. So I think it goes to show anybody with the proper motivation could get started.

    Paul: So is this your full-time job now or is it a part-time project?

    Nicholas: It’s about half-time at this point. I still have my editorial clients and web clients and identity clients that I work for but this definitely occupies as much free time as I can give to it.

    Paul: Well I found the whole thing incredibly inspiring.

    Nicholas: Thank you so much.

    Paul: It made me look from a completely different perspective at graphic design and also at life in general I guess and we have so many people who come on the show that are talking about the stock and trade of web design and thought it’d be really good to get you on just to give a different perspective and make us look outside of our little boxes. Thank you so much for coming on and I wish you all the best in your various projects.

    Nicholas: Thank you Paul. Thank you.

    Paul: Good to talk to you.

    Nicholas: OK, take care. Bye bye.

    Thanks goes to Todd Dietrich for transcribing this interview.

    Back to top

    Listeners feedback:

    This week’s listener contribution is a question from Dave. He writes:

    I am having real problem maintaining users. They visit the site once and then I never seen them again. I have good content, the site is usable and so I am at a loss as to what I should do.

    Should I be worried? Are repeat users really important? What can I do to keep them coming back which doesn’t cost a fortunate?

    It is such a good question that it spawned an entire post on using community as a retention tool.

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    143. Partnership

    On this week’s show Paul and Marcus discuss how to promote your web application, ways to improve the client/designer relationship and tools for managing your font library.

    Download this show.

    Launch our podcast player

    Watch the behind the scenes video

    News and events

    Obama top technology promises

    One of the most exciting things about being at this years FoWD conference in New York was that I got to witness the election of the next U.S. president.

    Whatever your political persuasions it was a landmark election. Not only will Obama be the first African American president he is also probably the most technically aware.

    Obama campaigned aggressively online, from a dedicated YouTube channel to Obama pages on Facebook and MySpace as well as Twitter feeds. He even had his own iPhone application.

    So what can we expect from this tech-savvy President? How will he shape the future of U.S. online presence and possibly that of the entire web? An article on tgdaily entitled ‘Barack Obama’s Top technology promises‘ gives us a roundup of various technological promises from Obama’s speeches. These include:

    • A commitment to Net Neutrality
    • A desire to expand broadband penetration in the U.S.
    • A review of the current wireless spectrum usage
    • Tougher legislation around online security.

    Of course, promises made on the campaign trail are one thing. We shall see what the reality turns out to be.

    Could Microsoft consider adopting Webkit?

    Talking of things that may never be, a young (and very brave) developer at Microsoft recently asked Steve Ballmer:

    Why is IE still relevant and why is it worth spending money on rendering engines when there are open source ones available that can respond to changes in Web standards faster?

    Ballmer’s response was surprising to say the least:

    There will still be a lot of proprietary innovation in the browser itself so we may need to have a rendering service. Open source is interesting. Apple has embraced Webkit and we may look at that, but we will continue to build extensions for IE 8.

    Although some have seen this as a sign that Microsoft may adopt Webkit, personally I am sceptical. Were Microsoft to completely change its rendering engine it would inevitably break large numbers of sites and cause outrage among many of their large corporate clients.

    The backlash when moving from IE6 to IE7 was massive. Moving to Webkit would conflict with Microsoft’s mantra of ‘not breaking the web’.

    That said, we can dream. Without a doubt the real innovation and competitive advantage among browsers is in features, not rendering engines. This would in many ways be a smart move allowing Microsoft to concentrate on differentiation through ‘extensions’ and functionality, rather than wasting time on getting pages to display correctly.

    WCAG 2.0 resources

    Something that is definitely going to happen very soon is the release of WCAG 2.0.

    WCAG 2.0. has now become a proposed recommendation. This means it is not only technically complete but has been successfully implemented on a large variety of sites. In short, it has been proved to work.

    According to the Web Standards group this means it could therefore be released before Christmas.

    This is hugely significant and very exciting from an accessibility point of view. WCAG 2.0. has come a long way from its controversial beginnings and is now a very good set of guidelines.

    Now is the time to start building compliant sites and the Web Standards Group has provided some useful resources for implementing WCAG 2.0.

    Prototyping with XHTML

    Our final story is a post on the Boxes and Arrows website encouraging us to ‘Prototyping with XHTML‘.

    The article lays out an approach to wireframing and prototyping, which is based entirely around the use of XHTML. Starting with the XHTML itself, you build up the structure and elements within your site. You then add CSS and Javascript to further refine the concept.

    It is an approach with a lot of merit. Unlike other methods, the prototype is not thrown away but becomes apart of the final deliverable. It is also an approach particularly suited to multiple iterations, allowing you to refine the design over time.

    In a world of web applications it is becoming increasingly important to demonstrate user interactions in a way static comps cannot. However, although this approach is appealing I do not believe it replaces the Photoshop mockup. Client’s like to see ‘finished’ looking designs. That said, it is another useful tool in your arsenal and you should be sure to read this post.

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    Feature: A Partnership of Cooperation

    At this years FoWD I shared how the relationship between web design agency and client is fundamentally broken. Where there should be mutual respect and cooperation, there is negativity and mistrust. Read More.

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    Listeners feedback:

    Marketing a web application

    Nick Charlton writes: Long time listener, haven’t asked a question before though..

    Apart from your blog, the podcast and twitter, how else have you marketed GetSignOff?

    To be honest, I have done very little marketing yet. However, I know that has got to change. The problem is that I am not a trained marketeer and so don’t really know what I am doing. That said I do have a rough plan:

    • Free pro accounts – While in beta we gave away numerous pro accounts to ‘web celebs’. However, to be honest it was a waste of time. These guys were either too busy to review it or just didn’t feel it was worth writing about. This time I intend to give free accounts to those who blog about the application. Not entirely sure how I am going to do this yet but I think it might generate some buzz.
    • Offering discounts – Discounts are an effective way of spreading word of mouth. Again I am not entirely sure if or when we will do this, but offering the occasional discount should encourage people to tell their friends.
    • Targeting appropriate publications – I am in the process of writing a number of articles either directly or indirectly related to GetSignOff. I have also asked some sites to review the application. I have approached sites like Digital Web, Think Vitamin and printed publications such as .net. Having a product aimed at people like myself makes identifying appropriate publications easy.
    • Producing supporting video content – I have already produced the ‘Getting design sign off‘ presentation but also intend to make some shorter tutorials for YouTube. These will contain valuable content in their own right, but will also promote GSO.
    • Utilising CSS galleries – Because my audience are web designers we have submitted GSO to several CSS galleries. We know that many web designers use these sites and so this gives our application a lot of exposure.
    • Use speaking opportunities – Speaking opportunities have been a great opportunity for promoting GSO and I have started tailoring my speaking slots around the subject of sign off.

    In time we may consider advertising through things like Google Adwords or the Deck. However, until we are confident in the return on investment we are not willing to invest more money in anything other than development.

    Font management

    Aurel writes: I would realy like to know how designers deal with fonts? From personal experience, I have alot of fonts and it takes me time to find or manage them. So I was wondering if you know of any way to group the fonts, e.g. when you go through the drop menu of fonts in photoshop, they apear in groups (or something along those lines).

    The solution I use was recommended on the Rissington Podcast (oh the shame of admitting that.)

    It is a piece of software called FontExplorer X which is available for both the mac and PC. It has some superb features if you are serious about fonts. These include:

    • Organising your fonts – Organise using a library, folders, tags and even smart sets. You can directly access all typefaces from a certain foundry or all fonts tagged with a certain keyword? You can even view all italic fonts.
    • Auto activation – FontExplorer allows you to decide which fonts are available in which applications. This is ideal if you want to avoid scrolling through large numbers of fonts in applications like Photoshop.
    • Font information – FontExplorer gives you a clear customisable preview of your fonts as well as detailed information on the character set and usage restrictions.

    The application also has an in built store that allows you to buy additional fonts within the same intuitive interface. I am guessing this is how they manage to offer the whole application absolutely free.

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