8 ways we increased ecommerce sales by 10,000%

Discover how Headscape increased the sales of Wiltshire Farm Foods by 10,000% and how you can do the same for your site.

A 10,000% increase in sales over 5 years. Sounds incredible doesn’t it. Just to make that an even more incredible, their average customer is in their 80s! Who said the elderly don’t use the internet.

When we started working with Wiltshire Farm Foods their monthly revenue was a 100th of what it is today.

Of course in reality that success was not down entirely to us. Matt Curry, our client at Wiltshire Farm Foods has put his heart and soul into that website and as I say in Chapter one of the Website Owners Manual, it is the site champion who makes or breaks a site.

The organisation has recognised the importance and power of the web for their business and continually invested in it both for development and also in site promotion. If they had not had the foresight to do that then the site would have failed.

So what do I put the sites success down to? Well, honestly that is hard to say. There are so many factors. However below are 8 things that have without a doubt made an enormous difference.

1. Remove clutter

WFF Product Menu

Too many ecommerce websites are overwhelming. Everything is screaming for the users attention. There are offers, deals and recommended products wherever the user turns. Amongst all of this confusion it is hard to find what you want.

Amazon is like this and so we all naturally presume it must be right. However, one of the first conclusions we came to when working on Wiltshire Farm Foods is that they are not Amazon. Nobody is. You cannot presume that what works for one will work for all.

The emphasis of the Wiltshire Farm Foods website was on helping users find and buy the products they wanted. It is not in anyone interest to overwhelm them with stuff that only we wanted them to buy. It has to be the customer first.

This meant simplifying the site. With so much content shouting for attention, users could not find anything. We had to remove distraction and focus them on key tasks.

Take for example the site’s navigation. We actually hide away some of the ranges offered by Wiltshire Farm Foods. Insanity you might think. Surely this made it harder for users to find what they want? Admittedly for a small minority it did. However, hiding the less popular ranges (like soup) we could highlight the ranges that accounted for the vast majority of sales.

WFF Product Listing

The same was true for product listings. Some users were interested in a lot of different information from dietary content to customer ratings. However, this additional information made life harder for the mainstream users who were only interested in a photo, description and price.

We therefore decided to move all of this additional information on to the product details page. That way it was accessible for those who wanted it without distracting the majority.

WFF Shopping basket

The final area we significantly simplified was the shopping basket and checkout process. As I explained in my post on ecommerce lies, once the user has made the decision to purchase you need to remove all distractions.

The shopping basket is not the time to up-sell or cross selling. It’s not even the time to provide a navigation bar to other products. At this stage you want the user to do one thing and one thing only, proceed to checkout.

Talking of the shopping cart, we also focused heavily on getting it to stand out on the page.

2. Make sure the shopping cart stands out

Too many websites hide the shopping cart away. However, this is a crucial step in shopping and the first of the checkout process. In affect the shopping cart is an ecommerce websites primary call to action.

With this in mind we wanted to make the cart as prominent as possible. We achieved this in three ways:

  • We made the shopping basket button visually different from the rest of the site using colour
  • When items were added to the basket it was visually updated (see providing visual feedback video)
  • We tethered the basket summary to the top of the screen so that it would always be visible even when the user scrolled (see below)

As you can see from the video below, the tethering proved particularly effective and makes the call to action obvious at all times.

3. Provide visual feedback

One of the primary questions in the mind of users when interacting with a system like an ecommerce website is “did I do that right?”

Whether it is adding an item to the basket or filling in a login and password, users are concerned that they are doing things wrong. This is particularly true with a more elderly audience who have not grown up using computers.

It is therefore important to reassure users as they progress through the site. This can be achieved by providing visual feedback when the user takes an action.

For example on the Wiltshire Farm Foods website when an item is added to the basket the user gets multiple types of feedback to reassure them the item has been added:

  • The photo of the item is highlighted
  • The ‘add to basket’ button updates
  • The image of the item visually moves towards the basket
  • The basket itself updates

As you can see from the video below, the user is in no doubt that the item has been added.

However, the visual feedback does not stop at the basket. When the user is confronted with a form they are clearly shown what fields are required, and which have been completed correctly or incorrectly. This information is updated without the need for page refresh.

Form field feedback

4. The bigger the better

An image can say a thousand words. It is therefore unsurprisingly that the product shots on an ecommerce site are massively important. Even if your audience are not the elderly with failing vision, it is still important to have nice, big, clear shots of your products.

In the case of Wiltshire Farm Foods we have taken this principle to the extreme.

As we saw earlier the product list is essentially a grid of images with the addition of some basic product information. The image sells the meal in a way words never could, and the grid allows us to have large images. However, we did not stop there.

As you can see in the video below, clicking on a product listing displays an even bigger image in the product details. We also allow users to click on this larger photo and display an even bigger version that expands to fill the width of the page. This leaves the user in no doubt about what they are getting.

Of course this is dependant on having decent shots of the product. If you can only invest in a single thing for your ecommerce site this would be it. Spend money on getting the best photography you can. Its worth every penny.

5. Make buttons and links obvious

A continuation of the ‘bigger is better’ thinking can also be applied to buttons and links. Admittedly this might be exaggerated by the Wiltshire Farm Foods audience, but in my years of user testing I am constantly amazed how often users fail to spot important links and buttons.

You will therefore notice how ridiculously big some of the links and buttons on WFF are. However, size isn’t everything (no innuendo intended).

We also gave a lot of attention to appearance and wording too. For example, notice in the image below how the link looks like a link. Also we did not rely on the link alone because the wording of the link doesn’t communicate the action. We therefore added a button that communicates how clicking it will allow the user to ‘view all of our beef meals’.

Link to Meal catagory

The descriptive nature of buttons can also be seen elsewhere on the site. We are very conscious that users do not always read copy explaining buttons and so the button itself needs to communicate all the information required.

Take for example the image below. If all you read was the two buttons you would know exactly what choice was available. The surrounding text is entirely optional.

Example buttons

6. Always be there to help

An ecommerce transaction raises a lot of questions in the minds of users:

  • Is delivery free?
  • What if I don’t like the product?
  • Is my credit card information secure?

In addition there are questions about the site itself and how to use it.

Surprisingly many ecommerce websites seem reluctant to help their customers. Delivery and return policies are buried. Reassurance about security is limited to a tiny badge or padlock. And most importantly you have to search high and low for a phone number.

We were determined to address these problems on the WFF website. In the end we settled on three approaches:

1. The one stop solution

Our first move was to bring together all help into a single section of the site that was prominently displayed in the navigation bar. This avoided the user having to hunt around for different pieces of information.

We then looked at the enquiries received by WFF customer support and used these to identify the top issues. These where then prioritised and presented on the help homepage.

As you can see the top question was “how do I contact you” so we prominently featured the telephone number. This was then followed by questions about ordering and the website.

Help Section

2. The getting started guide

We also took an idea from the video games industry and provided users with a tutorial. However, the idea of the tutorial (which we called a getting started guide) was to guide users through their first transaction.

This is displayed prominently on the homepage and gives users who are overwhelmed by the site a starting point.

Get Started Content Area

3. Context sensitive help

Finally, we also wanted to provide context sensitive help throughout the purchase process. These are small pieces of microcopy found throughout the site nudging users in the right direction.

Example of context sensitive help

7. Handle errors gracefully

No matter how well designed your site or how much help you provide, things will inevitably go wrong.

If you do not want to lose the sale, you must handle the error gracefully and reassure the user they can still continue.

This is particularly important when working with the elderly audience found on Wiltshire Farm Foods. However, it is always wise to give users as much help as possible and not make assumptions about their abilities.

Below are a couple of examples of how we handle problems on the site.

Error message

The first example is an error message that appears when the user fails to login. There are several such messages across the website. However, they all have two characteristics in common:

  • The message is highly visible – This is achieved either by strong visual branding (as above) or by positioning the message next to field being edited (as in context sensitive help) .

  • The message tells the user what to do
    – It is important that messages clearly communicate how the user can overcome the problem.

The example above is probably a little wordy for most websites. Fortunately, our user testing has shown that a more elderly demographic actually reads instructional text! We can therefore take some liberties.

Example of empty search results

The second example of an error message appears when the user has entered a search term that returns no results. The danger in this situation is that users will conclude the site does not have whatever it was they searched for and so leave.

In reality there are number of reasons why no results might be returned. In such situations provide some guidance on searching. We also went one step further by including a phone number in case all else fails.

8. Communicate your value add

The final lesson we have learnt from working on WFF is the importance of communicating what extra you offer customers.

The problem is that there are so much choice for consumer. How for example could an organisation like Wiltshire Farm Foods compete with such a well known brand as Tescos?

Tescos sell frozen meals and a lot more besides. They deliver to your door and have a much broader range of products (although admittedly not frozen meals).

What enables Wiltshire Farm Foods to compete is their value added service. These include:

  • Police checked delivery staff
  • The option to pay cash on delivery
  • The ability to place your next order with the driver
  • Delivery staff will even unpack meals and place them in your freezer

When you are trying to each an elderly audience, these kinds of extra services are a real selling point.

Of course, these USPs are no good if users are unaware of them so considerable effort has been put into clearly communicating these on the site. In fact we are in the process of doing even more work in this area.

What are your USPs and are you clearly communicating them on your site?

Image showing WFFs complete service

Is that all?

So if you follow these 8 guidelines will you increase your sales by 10,000%? The answer is probably not.

In reality there is a lot more that affects the success of an ecommerce business than its website. There is the ongoing communications, customer service, fulfilment, and marketing to name but four.

The 10,000% increase makes a good title for a blog post! However, the percentage growth is not really the point. What matters is that by following the advice here you will be guaranteed to see growth and that is what matters.

However, if I could leave you just a single thought it would be this. Wiltshire Farm Foods looks a million miles away from the busyness of Amazon and indeed many other ecommerce websites. Do not just blindly follow the crowd (or even the advice in this post). Instead learn what your users need and give it to them. It really is that simple.

Of course, you might need some help doing that, but even the answer to that is simple. Give Headscape a call ;-)

The biggest ecommerce lies and how to avoid them

I am amazed at some of the advice I read about building successful ecommerce sites. I seriously wonder who writes this stuff! In this post I debunk 5 common myths.

Of all the sites I am involved in at Headscape it is the ecommerce sites that excite me the most.

How can you not get excited about working on a website where the fruits of your labour are so visible and direct? Do a good job and the website makes more money, screw up and profits decline. There is something wonderfully black and white about it.

With such a measurable and obvious success criteria, you would have thought best practice would be well established and generally accepted. Bad advice would be quickly exposed for what it is and successful techniques would rise to the top.

However, it would appear that is not the case. I am amazed at how bad some of the advice is and how much bad practice exists.

In this post I want to focus on five of the worst offenders, beginning with the belief that you can never give users too much information.

1. You can never give the user too much [Wrong!]

Only recently I was reading an article about ecommerce that actively argued for providing users with as much information as possible.

On the face of it, this sounds like a good idea. The more information you provide, the better informed their decision becomes. However, in reality too much information can be overwhelming and lead to choice paralysis.

Compare for example the experience of buying a computer. For you and me this is a purchasing decision we are very comfortable with. However, for the majority of consumers it can be an intimidating experience. It is a minefield because there are too many choices and options.

Recently I bought a Dell netbook. Even as an experienced computer users this was a harrowing decision. I knew I wanted a low end, cheap netbook, so immediately ignored the plethora of laptops and desktops that could have confused my purchasing decision. However, that didn’t make the purchasing process easier. I still had to choice between the Dell Mini 9, 10 and 10v. I had to wade through technical specs outlining the differences, most of which I found unintelligible.

Screen capture from Dell Website

Once I had made my choice, I was presented with even more details and options. I had to select colour, type of hard drive, size of hard drive, operating system and on and on and on. In fact it even made me approve options where I had no alternative choice!

When compared to the limited and clearly defined line up of Apple computers, the contrast could not be more apparent.

Screen capture from the Apple website

More is not always better. If you want to encourage users to buy, then you need to make their choice a simple one. Remove everything but the most important information and minimise the number of choices available. This is something that has been understood for some time in traditional retailing, but has not filtered through to the web.

One retail technique that has transferred to the web is up-selling. However, you should thing twice about how to implement this technique.

2. Never miss an opportunity to cross-sell [Wrong!]

We all know supermarkets do it. You are queuing at the checkout surrounded by chocolate, magazines and other extras. They hope we will be tempted to pick up something on the way out. You go in for a loaf of bread and come out with a basket full of chocolates and a magazine on interior design. Any marketeer will tell you how effective this technique is.

Photograph of a supermarket checkout

Many successful websites also use this approach very effectively. Amazon is always looking for opportunities to cross-sell, based on its extensive knowledge of your buying habits and those of other users. However, even though it is obvious we will buy items on the spur of the moment, Amazon does not always up-sell.

Amazon recognises that the web is not the same as the real world. Unlike supermarkets, Amazon will not up-sell once users reach the checkout. In fact they are careful to avoid any distractions.

Screen capture of Amazon checkout

When the competition is only a click away you do not have the luxury of asking users to stand in line at the checkout, while you present them with additional products. Unlike the supermarket checkout there is no person to guide you through the process. It is user driven and so has to be as easy, focused and fast as possible.

Yes, it is important to up-sell. However, do it before the checkout process begins. Once the user makes a decision to buy, you need to ensure nothing gets in the way of that transaction. Some opportunities to cross-sell are worth missing.

Of course, there is no reason you cannot encourage users to buy again after the transaction is complete. That is where we need to look beyond the website.

3. Its all about your site [Wrong!]

Web designers want to sell you web site design services. It is therefore unsurprising that they concentrate their attention and advice on the website. However, the website is only one small part of a successful ecommerce business. The heart of successful ecommerce lies in service, not the website.

Don’t become so fixated on tweaking and improving your website that you neglect other areas of the user experience. Good customer service extends well beyond the users interactions with the website. It also includes vital components such as:

  • Email notifications - Do you keep the customer informed about the progress of their order?
  • Telephone support – Do you allow customers to speak to you directly?
  • Returns policy – How easy is it for customers to return an item if they do not like it?
  • Fulfilment – Are you in a position where you can fulfil orders quickly and dispatch them immediately?
  • Complaints handling – How well do you handle customer complaints? Do you go the extra mile?
  • Ongoing communication – Do you regularly keep in touch with customers? Do you offer them special deals and discounts? Is it easy for customers to opt out of these communications?

Customers who receive superb service are considerably more likely to make a second purchase and even more likely to recommend you to friends and family.

Screenshot from Customer Service Matters

Visit Bruce’s blog Now

It is even possible to substantially reduce your marketing spend if you make customer service a priority. Instead your reputation will spread through word of mouth.

Do not misunderstand, I still believe that getting your website right is extremely important. Small things can make a big difference in the eyes of your users. Take for example security.

4. Users care about security… badges [Wrong!]

There is no doubt that users care about online security. In fact there is still a large proportion of people who are unwilling to buy online for fear of credit card fraud. The media has done an excellent job at ensuring the public are suspicious of online transactions, even though they are willing to hand over their credit card in a restaurant.

Whether the users concerns are justified or not, we need to take them seriously if we want people to buy.

Many ecommerce businesses spend a lot of money ensuring their sites are secure. How then do they choose to communicate this massive investment to their users in order to reassure them? – They slap a badge on their website!

Adding a small Verisign or Mcafee badge to your checkout page is not enough to alleviate users fears. At best they are free advertising for the companies involved. At worst they are entirely ignored because they look like banners.

A screen capture of a website with no security information except a Verisign logo

A better approach is to tackle the problem head on. Add copy to your website addressing this issue and the steps you have taken to ensure the customers security. Do not rely on a single graphic to say all that needs to be said.

5. Amazon is the template we should all follow [Wrong!]

This final lie is probably the most widely held of all. There is a belief that because Amazon is so successful, all ecommerce websites should follow their example.

There is however a number of flaws in this argument:

  • They don’t get everything right (nobody can).
  • They are partially successful because they were one of the first ecommerce websites to market.
  • Their reputation and brand recognition allows them to get away with a lot.
  • Users are familiar with their site and its eccentricities.

In short, what works for them will not necessarily work for you. Too many website owners blindly copy Amazon because they are seen as the leader in ecommerce. Not only is that flawed for the reasons I gave above, it also removes the possibility of you ever being better than Amazon or innovating in anyway.

Amazon Homepage

Don’t get me wrong – I believe there is a lot that can be learnt from Amazon. However, I do not believe it is in anybodies interest to blindly follow their lead.

Bonus lie: Ecommerce is easy

Probably the biggest lie of all is that ecommerce is easy. Admittedly off the shelf solutions such as Shopify make it extremely easy to build ecommerce websites. However, building the site is only the beginning. The real challenge comes in:

  • focusing your site,
  • deciding on when to up-sell,
  • providing great customer service,
  • communicating clearly
  • and learning from others.

Creating a successful ecommerce business is a long term commitment and you will need to continually evolve both your website and strategy.

So, what about you? What ecommerce lies have you heard? What great advice would you like to pass on? Post in the comments below.

Using web stats for more

We all use web stat tools like Google Analytics for tracking marketing campaigns. However, they can also be used to improve your site.

As I continue my efforts to finish the website owner’s manual, I have reached a section on web stats. What struck me was how little most of us use the power of web stats. They can do so much more than monitor your marketing efforts. In particular they can:

  • Help find and resolve problems on your site
  • Improve the quality of the content you deliver

Let us look at how.

Finding and resolving problems

When it comes to web stats one of the most popular figures to monitor is conversion rate. Conversion rate compares the number of users visiting your site to the number that complete a call to action.

If your conversion rate is low, this could reflect a problem with your site. This could be due to:

  • Usability – The user is unable to find the call to action due to poor navigation or other usability issues.
  • Accessibility – For example a particular browser does not render the site correctly and so users cannot complete the call to action.
  • Content – The site does not provide adequately convincing content to encourage users to complete the call to action.

But what consists of a low conversion ratio? That entirely depends on your call to action. For example, an ecommerce site could have a ratio anywhere between half a percent and eight percent depending on the sector and product. On the other hand, a call to action that does not cost the user money should expect a higher figure.

The best approach is to compare a conversion ratio against itself over time. As you make adjustments to your site does that harm or improve conversion rate?

Fortunately website statistics can also help establish what changes will improve your conversion rate. Start by looking at where users exit your site.

Dropout points

When looking at where users exit your site exclude those who only view one page. If you do not the homepage will be at the top of your list. This is because people click through from a search engine, discover this is not the site they wanted and leave immediately. Although this may indicate a problem with your SEO, it does not reflect badly on the site.

Once these anomalies are excluded take a look at the remaining pages. Why are users leaving at these points? Is the content relevant and clearly presented? Is the navigation usable? Are you suggesting a next step to the user or are these dead end pages?

Look at the history of users who dropout at a particular page. How long have they been on the site by this point? What other pages have they viewed? How long did they spend on the exit page before leaving? Does this reveal trends which help to identify the problem?

Sometimes the problem will be obvious, other times it will not. In such cases try usability testing. This will uncover potential issues. If usability testing is not an option try using a tool like Click Tales.

Click Tales picks up where traditional analytical packages leave off. It allows you to see what users do on an individual page. It record user sessions anonymously showing you what they click on, hover over and how far down the page they scroll.

Although a technology like Click Tales is impressive it cannot replace traditional usability testing. It does not provide you the opportunity to question the user. For example it will not explain why users abandon shopping carts?

When the website owners of ecommerce sites start examining their website statistics they are often horrified by the dropout rate experienced on shopping cart pages. They worry that there is a fundamental usability flaw. However, in many cases that is not true. Questioning users reveal they abandon baskets for a host of reasons ranging from ‘I was saving the items to buy later’ through to ‘I wanted to compare the price on another site’. Like the homepage, shopping carts will always have a high exit rate and no amount of statistical analysis can change that.

However statistical analysis will allow us to improve the content and products we provide on our sites.

Identifying popular content

There is a real benefit in understanding what users want from our sites. From what content they want to what products they will buy, understand users requirements allows you to mould the site to user needs.

Website statistics can help identify popular content but not in the way you might expect. Looking at the most visited pages will not provide answers.

Popular pages can be misleading for three reasons:

  • Pages can be visited by mistake
  • Page can be popular because their prominent
  • Pages can be popular because they are gateway pages to deeper content

The homepage is a good example of these problems. I have already explained that the homepage is visited my mistake from search engines. It is also a prominent page and used as a navigational tool for finding other content.

Looking at how long users spend on a page can help to weed out ‘false positives’. However ultimately this is a flawed approach and can only give a partial indication of the popular content on your site.

A better approach is to look at the search terms users entered into search engines to reach your site. Almost all website analytical packages provide this information and it helps define users priorities. However, this is only going to show content that already exists on your site. If a user entered a search term for content you do not have, your site would not have been returned. The user would never come to your site. What you really need is a way of identify content that you do not offer but users want.

This is possible by examining the phrases users enter into your own sites search engine.

Approximately half of your visitors will use internal search. Every time they use search they are telling you exactly what they want from your site in their own words. That is incredibly valuable.

You need access to these search terms and particularly the ones that return zero results. This is the area where you need to do work. Users are expressing an interest in a piece of information you do not have or your search engine does not recognise.

Once you have access to these search phrases, start tailoring content around them. If the content does not exist, add it where appropriate. If it does exist but is not being found, introduce the exact phrasing your users are searching for. Better to use the language of your users than sticking to internal jargon nobody understands.

And there you have it. Proof that website stats can be used for a lot more than just tracking marketing campaigns.

131. Version Control

In this weeks show Ryan and Stanton return to talk about the importance of version control and answer your questions on project  management and invoicing applications, download sizes and page weight.

Play

Download this show.

Launch our podcast player

News and events

Twitter Cuts UK SMS

This week the team over at Twitter announced that they would no longer be delivering outbound SMS over there UK number. They go on to explain that the bill which up until now they’ve been footing is simply too great and that even with a limit of 250 messages per week they estimate a yearly cost of $1000 per user.

Thanks to established relationships with SMS services in Canada, India and the United States the outbound SMS service will be continuing uninterrupted in those countries.

Twitter has suggested a number of alternatives to the service, links to which can be found on their blog. It would also appear that a number of start-ups are rushing to fill the void as TechCrunch have also reported.

A large portion of Twitters popularity is due to their SMS facilities and it is feared that “freezing” out the UK and other countries from this service will be detrimental to their future.

It reminds me of when Pandora, the online radio station, closed its doors entirely to its UK audience due to licensing constraints and it begs to question do we poor souls in the UK miss out on all the good toys?

facelift (FLIR) Image Replacement for Fonts

Facelift Image Replacement (or FLIR, pronounced fleer) is an image replacement script that dynamically generates image representations of text on your web page in fonts that aren’t otherwise supported in web browsers. The generated image is automatically placed on your site and works in a similar way to sIFR, the big difference being the lack of Flash.

This script uses PHP and javaScript and utilises actual .ttf font files to generate its replacement images, so you can simply specify which elements you want to replace, h1, h2 tags etc, download a font you want to use, point the script to it and your done.

I’m looking forward to having a play with this script as it seems to be simple to use and the fact that you don’t have to mess around with Flash like you do with sIFR is a big bonus in my book.

Take a look at the number of examples they have on their website and see for yourself.

Gmail went down!

So Gmail went down for a few hours this week and as Josh Catone said in his sitepoint article article:

Judging by the reactions on Twitter and in the blogosphere, you’d have thought that the world ended.

There’s nothing really more we can say about this that Josh hasn’t already mentioned, but suffice it to say, no web sites/app is going to have 100% up time and this echoes what Stanton and I were talking about the other week in regards to S3 going down. It’s important to always have a backup and not to put all your eggs in one basket because when the service you’re using goes down, and invariably it will, you need a plan B.

Back to top

And Now For Something Completely Random

During the recording of this weeks podcast we were thrown completely when we spotted Paul Annett from Clear:Left dressed up as a Gorilla on Yahoo Live! and then proceeded to start dancing… always aiming to share the hysterics here’s proof. Random indeed.

Paul Annett Dresses as a Gorilla

Feature: To Version Control or Not?

Version control can seem like a very daunting thing to incorporate into your work flow, but once it’s there you can be left wondering how you ever lived without it. In this week’s feature Stanton shares his experiences with you in a bid to convince you why you need it.

Back to top

Listeners feedback:

Project Management and Invoicing Applications

James writes: I would like some boagworld advice. I’m a web designer and SharePoint specialist at a large company in Cambridge, UK. Over the last 3 to 4 years i have been messing around with web design etc. I now am very busy outside of work and it is getting busier every month.

I started of with a server under the bed at home with UPS hosting these sites. They ranged from personal sites, to company profile pages to shops. This server has now been replaced with a VPS hosted externally.

My plan is to keep working full time and manage my time very carefully outside of work and keep these sites coming in and out etc and then one day take the big leap into the self-employed world.

What could you recommend for me to manage my tasks, projects, time-management and invoicing etc?

I love the podcast and would be quite happy to chat further with you. Look forward to hearing your experience comments.

Well there is a multitude of online and desktop applications designed specifically for managing your business.

Probably the most popular project management app I know of is 37 Signals’ BaseCamp and that’s certainly the first one that springs to mind when I’m asked this question. Depending on what package you have, BaseCamp allows you to create projects, set milestones, to-do lists, manage time spent on tasks among other things, however BaseCamp is tailored more towards collaborative projects for when you’re working with a team of people. It doesn’t provide facilities for invoicing clients and managing your accounts and so it might not be the perfect choice if you working alone.

Another app I know of and which comes highly recommended is FreeAgent. FreeAgent like BaseCamp allows you to create and manage projects, clients and timescales, however in addition it provides you with the facility to generate invoices, manage your bank accounts as well as your expenses and incomes. It’s designed for sole traders, partnerships and limited companies and is wrapped up in a nice, user friendly interface.

A final mention goes to a Microsoft app that I came across a couple of years ago now, and has only this year been release in the UK. It’s called Office Accouting Express 2008 and it’s actually free to download and use. As you would expect it integrates with other Office applications and provides you with all the facilities you would expect from an accounting package, invoicing, client management etc. So if you’re working on a PC it’s worth having a look.

Luckily you can have a play with all these apps before you buy. BaseCamp has a free account which allows you to create 1 project so you can get in and see how it all works, FreeAgent has a series of demos you can use to see if the interface and facilities are to your liking and as I’ve said Office Accounting Express is free. So my advice would be check out them al
l and see what works for you and no doubt there will be several suggestions in the show comments on other apps that I haven’t mentioned here.

Download Sizes

Bob writes: After reading a recent post from Smashing Magazine on textures I started to wonder… what is a good rule of thumb regarding document size per page on the web? Most of the example pages in the article ranked in at close to 900kb per page… am I behind the times?

Very good question, and one I think we all worry about at points. There’s more than just the filesize to really worry about, there’s the general ‘page weight’ which is affected by many factors, such as:

  • The number of HTTP requests made – if you’re pulling in a lot of external javaScript or CSS files, each one has to be requested seperately. You can combine these into single files to reduce load times, but at the expense of readability, maintainability and organisation
  • The size of any javaScript files you’re pulling in – you can get minified versions of most libraries, for example, which strip out all the extra spaces and line breaks in the code, which aren’t needed in order for the code to execute
  • CSS expressions can be a useful tool, but are bloody slow, especially when used a lot
  • Image filesize can have a massive effect on load times, which is one of your main concerns as you mentioned textures. I’m assuming you’re already familiar with image optimisation, but also test to see if you can squeeze images into a GIF, or a PNG8 if possible, these formats will give you a nice small filesize if you only need a limited colour pallete.

In this day and age it’s nice to think that we’re all cruising on nice fast broadband connections, but in reality we know that’s not the case and you really have to consider your audience, and the context in which they may visit your site (Paul’s talked about this quite recently). If you expect an older demographic to your site, or people in remote areas, then they might still be hitting you on a dial up connection. Some visitors may be using poor public wifi (I get suicidal on the train to and from London as the wifi is usually worse than dial-up), or mobile devices where the data charges can be ridiculously high.

There are a couple of tools I use to get an idea of how my pages weigh in:

There is a Firebug addon called YSlow which provides some nifty statistics on what’s happening under the hood of the pages you visit, and also grades the page performance and suggests methods to improve the loading time of your page.

I tested 2 sites quickly with this extension to give an idea of what you can expect to see, Amazon and Boagworld.

  • Amazon.com weighs in at 501k with 85 HTTP requests and a performance rating of D
  • Boagworld.com is a bit lighter on it’s feet at 57.6k and 79 HTTP requests, but has a performance rating of F, due to (among other things) including 37 external javascript files compared to Amazon’s 8, and 33 CSS background images compared to 9 with Amazon.

I also use a Firefox plugin called Firefox Throttle which lets you simulate a specific network speed (such as 56k) and get an idea of how long your site will take on certain connections.

Unfortunately I don’t think there’s a good rule of thumb here. Personally, I don’t let the page weight issue affect or limit my design, but try and make savings where I can nearer the end of the project, by optimising images, switching to minified JS libraries and reducing the amount of HTTP requests where possible.

Back to top

 

128. Details

On this weeks show I’m accompanied by our Producer Ryan and Researcher Stanton. We Interview Dan Rubin on the Details of Design, and answer your questions on managing a bigger team and terms and conditions.

Play

Download this show.

Launch our podcast player

News and events

Silverback Launches

This week has seen the release of Silverback, the highly anticipated app from the guys at Clear:Left. After months of speculations about what Silverback actually was, the “spontaneous, unobtrusive, usability testing software for web designers” is finally available for download.

We’re sure a majority of you know all about Silverback, but for those of you who don’t, Silverback, which is available exclusively for the Mac, is Clear:Left’s answer to convenient usability testing on the go. Utilising the iSight and screen capture facilities of the Mac, user’s experiences can be recorded and reviewed at a later date, taking away the costly and often difficult to setup up approach of using specialist equipment like multiple camcorders which can lead to hours of time spent trawling through video footage.

PatternTap

Whether you’re a designer or developer, there are many occasions where you go on the hunt for inspiration in interface design. Normal CSS Gallery sites give you great examples of full site design, but usually don’t focus on the small details of interface design. The only site i’ve ever been aware of is Christian Watsons “Elements of Design“, which is a great resource showing examples of elements like comment forms, calendars & date pickers, footers, image captions and so on.

There’s a new site I’ve come across this week called PatternTap.com which also wants to collect these design patterns and focus on specific elements of design and to help you to reference, collect and organise them for your own needs.

PatternTap is shaping up to be an absolute goldmine of inspiration, and looks like it will build into a large resource of design element exmples. There’s currently 46 collections, everything from 404 pages, audio players, pagination and search boxes. It let’s you create your own “lightbox” style user sets, so you can keep your favourite examples organised for future reference.

I’ll definitely be adding this to my toolbox of design inspiration links, and recommend you give it a look too.

Google App Engine Update

This week also sees the release of a small update to the Google Apps Engine. The Google Apps Engine allows developers to build applications on Googles own infrastructure. I have to admit that the Google Apps Engine is not something I’ve developed with personally however that doesn’t stop us talking about it so let’s run through the list:

  • Firstly you can now have up to 10 apps on your account as opposed to the previous limit of three 3, the Engine also limits developers to 1000 files per application, so the increase in the number of apps you can now have is a welcome addition.
  • Time windows for Dashboard graphs: Zoom in on the data in your dashboard to get a more accurate picture of whats going on. You can zoom in to see graphs for the last 24, 12, and 6 hour periods.
  • Log files can now be downloaded in plain text.
  • And finally you can send email as the logged in user: If you’re using the users API, you can now send email from the email address of the currently-logged-in user were as before it was only possible from the administrators account.

S3

So some of you may be aware that Amazon’s S3 service suffered from some 6 hours of downtime recently, this echoes the issues of service availability that happened back in February.

For those of you who don’t know, the S3, or “Simple Storage Service” is a scalable and inexpensive data storage infrastructure, which allows you to store and retrieve any amount of data.

So this is a fantastic idea – in theory, it means that if you’re developing a large website or web app and need lots of storage, you don’t have to pay for huge webhosting plans with lots of physical diskspace, you store your assets “in the cloud” as it were, and you’re charged based on how much storage space you, and how much bandwidth you consume.

Lots of large sites rely on the S3 service for their storage needs, Twitter, BaseCamp and SlideShare to name but 3 and the recent downtime has raised the age old issue, “are we putting all our eggs in one basket?” Jonathan Boutelle put it best in a recent blog post, stating “When S3 goes down, the internet goes down”. Aral Balkan also wrote recently urging people to have contingency plans in case events like this happen again, stating that the Open Source Google App Engine SDK could be the answer.

Back to top

Interview: Dan Rubin The Details Of Design

Paul:Joining me today is Dan Rubin who I recently saw at the @media conference. Good to see you or speak to you again Dan should I say?

Dan Rubin:Good to speak to you Paul.

Paul:It was good to meet up with you at @media. It feels like a long time since we met up and it was great to hear you speaking there. That was a first for me.

Dan Rubin:Thanks. It was a privilege to be able to help out Patrick it being very last-minute.

Paul:Oh was it?

Dan Rubin:He sent me an email about two weeks prior saying someone had dropped out and of course I wasn’t going to say no.

Paul: laughs

Dan Rubin:It’s been over 10 years since my last trip to the UK, so it was a great opportunity.

Paul:Cool. Well I have to say considering you only had two weeks to put together the presentation, it was truly phenomenal. It was an excellent presentation and I really enjoyed it. You were talking about ‘design is in the detail’ I guess was the kind of subject you were tackling?

Dan Rubin: I’ve been talking a lot lately about the level of detail, the attention to detail and the design and I’ve done a couple of presentations with Brian Veloso over the last year on that same kind of topic. This was an extension of that injecting some of my own little personal preferences into the talk and got to cover things like typography and some of the simple practical things that you can improve very easily that result in a big improvement and typography, and little tricks in using grids, not on how to make them but how to actually implement them and how they can help workflow and bring things together and make layouts tighter and better without
that much effort and the same thing with digital transformations in photography and a lot of pixel detail that a lot of people don’t notice and its all about the subtle level of design.

Paul:I got this vague feeling that as you were talking you were a little bit appologetic for some of these manushi that kind of individually you sit there and go ‘how is anyone going to notice that?’, but accumulatively they have this effect on the design don’t they?

Dan Rubin:Well that’s the thing. It comes down more to feeling than seeing but its about as a designer what you feel with your eyes more than anything else and how that translates to what users or viewers or readers also feel but since they don’t know it is there, they are likely to never actually see it, but as a designer you’ll know it is there, you can see it, and the trick is to get it to the point of you can still see it but it is not really visible it is just felt.

Paul:A subconscious expression?

Dan Rubin:Yes.

Paul:You covered loads of tips in your presentation and there was some excellent stuff in there but if you had to pick out one that has the biggest impact on a design, which of the many things you talked about would that be?

Dan Rubin:I think what it would be is to really underscore trusting your eyes and it seems a really simple concept and whenever I put that up on the screen you get giggles from the audience. The truth is many of us don’t actually take the time as designers to just step away and look at what we’re working on. It doesn’t matter whether it is for screen or print. The medium is a material at this point and it is just having faith in what you see and what you feel. That’s what being a visual creative is all about. It is trusting what you see. It is the same as being a good musician comes down to trusting what you hear and sometimes we forget that, and we start getting into designing based on the rules or how we think we are supposed to do things or designing on technical limitations alone. When we do that we stop using our eyes.

Paul:It’s interesting in the presentation you talk quite a lot about some of the details and the mechanics of design. You were talking about font sizes going incrementally up, your heading and your sub headings and there being a mathematical relationship in their sizes. You talked about being consistent in your margins and padding and how all those things inter-relate. Are we saying that design is something that can be learnt and it is a mathematical thing and it’s a set of rules that you just adhere to? Or is there some sort of underlying artistic thing, some people just know how to do it and it’s not something that can be learnt. What’s your opinion on it because I get mixed feelings from you? On one hand you talk about these rules and on the other hand you talk about stepping back and looking at your design and it feels more kind of arty-farty if that makes sense!

Dan Rubin:What a load of questions and rightfully so! It’s something I’ve written about before years ago and had a bit of back and forth on the topic with Paul Scrivvens of 9 Rules, with him arguing that you don’t need any natural artistic ability because he didn’t think he had any, yet he was clearly doing things that looked good. I was arguing the opposite but when it comes down to it it’s really not something that you can say definitively either way. Just as there are people who naturally seem to be good musicians or good athletes or good at math and programming, there are people who seem to naturally be good at design and any kind of creative endeavours. It is really difficult to tell whether that seeming innate ability has come from something that happened in very early childhood development or if they were born with it. I do think that however difficult it is to put a finger on it, once you get old enough, especially to the point w here probably most of your listeners are doing what your doing for a living already or you are thinking of changing from one thing to another, you’re past that point of subconscious development where you need to put conscious effort into something and you can. I think you can be trained to do most of the things designers do. You can even train yourself to see the way that creatives see. The older you get the harder it becomes to incorporate into the way you view the world. That is a big part of it. That comes down to sometimes the different personalities. How hard is it to put a finger on what makes you ‘you’. I would say as a teacher, and I spend a lot of time teaching high school students over here about music as well, since that’s my other passion, and it’s specifically not just playing music but it’s specifically singing which is one of those things that you can either carry a tune or you can’t. I’ve also seen kids who can’t carry a tune when they start singing learn how they train themselves. They learn the proper muscle memory, and it’s amazing to see what people can actually accomplish when they put their mind to it. If you are listening out there and you want to become a better designer or maybe you’re not a designer and you’re a programmer or a web standards junkie, and I can say that because I am one too, and there isn’t any reason that you can’t become a better designer, or become a designer from scratch if you realy really want to.

Paul:I think that’s really important to say because I think so many people are intimidated from getting involved in design because there’s almost a bit of snobbery. If you’re not artistic, you’re not artistic there’s nothing you can do about that. I personnaly don’t believe that that’s true. Like you say I think there are some people that are naturally inclined that way but I think a lot of the principles that you were talking about in your presentation pretty much anybody can pick up on and do, which is what encouraged me so much hearing you talk.

Dan Rubin:That is one of the reasons why one of the reasons I say one of the most important thing is to trust your eyes and that’s instinctual. These rules, as a good teacher you have to teach these rules. When you start learning any discipline the first things that you are taught are the basics.The basics are things that many people, once they learn enough, don’t conciously think about, but what you find if you deconstruct their work is that they are doing them, they have incorporated into their flow into their process so it’s second nature to them. What we think of as instinct is really just experience.

Paul:Yeah. One of the things you did mention in the presentation that grabbed my attention is you talked a lot about texture and adding more texture to your design and about how that creates a real feel. There seems to be a slight skism, I don’t know if that is the right word, but like 2 different camps in design at the moment. People like yourself, Elliot Jay Stock is another example that does very rich, very textured design. It’s absolutely gorgeous. At the other end of the extreme you’ve got people like 37signals doing this minimalistic functional design. How do you feel those two sides fit togeth
er? Is there a role for one or the other or have they both got their place

Dan Rubin:I really think that both have their place and more than that it’s popular to create divisions. Not just these days, if you look at any industry that spends a lot of its time looking at itself, like we do, you start to find reasons to create little clicks within it or factions or what have you. If you just ignore those splits that happen because we spend way too much time looking at what we do and try to deconstruct it and answer that question of ‘why’. What you find is that it’s all the same thing. When I talk about texture it is important to understand that it doesn’t just mean rough or ??bulap or brick. Texture can also mean smooth and polished and speaking directly about 37signals for instance. I’ve used their apps and I’ve loved them since the first time they came out. If you look at the first versions of Base Camp and Backpack, before their incremental re-design they’ve actually added the little drop shadow over time. If y ou look at it as a designer you see the flaws in the way they’ve done it because it doesn’t look real and it just ends at some edges, it has hard edges, but that’s not the point. The point is they added it because it created a separation, they added it because they felt it needed it. The rest of the interface doesn’t need any other texture because it isn’t supposed to have a feel to it. It’s actually supposed to totally get out of the way and there are different approaches to minimalism. You can use minimalism in subtle detail where you add in things like I was showing in my presentation, or you can use minimalism where you keep taking away and 37signals apps feel right, they always have felt right to me so as far as I’m concerned that means they’ve hit the nail on the head. It shows when you see people trying to recreate the application interface and theat style that 37signals uses and they get stuck in this pattern of adding things, like they feel ‘well, that’s 37siganls l ook so I think we have to add things to make it better, to make it better, and they never work as well because it’s not just about that. So the answer is, and I try to underscore this when I talk to people about this or present about it or even write about it, as much as these things can be presented as rules and definitive this is the way to do something. the fact is you have to do what works best for you and your particular project or circumstance or situation, and you also have to be open to the fact that what works for you right now might change. It might be different next year, next month or next week, and being able to adapt to your situation as a designer specially is really important, because you have to adapt if you’re doing client work, you have to adapt from project to project, because your style might work for one client but you might need to tweek your style to do what’s best for another client. If your working on your own applications, what works for your users now might not work for your users once they become users that have used your app for a year and they’re experts now.

Paul:You talk about tweaking your style. How easy is that, do you think, to do in reality? I mean I’ve got a very strong style in my design, and I really struggle and I look at someone like Cameron Moll’s style and I just love it. I love the light-handed feel, he’s very delicate, beautiful design, and I wish I was more like that, but there is no way I can make myself become like that, or can I? Is there a way of changing your style?

Dan Rubin:I think we’re all naturally mimics. I’m not going to dig into my opinions on human adapability too much. I spend a lot of time thinking about that as far as evaluating how people use things, whether it’s interfaces or products and it’s interesting to start to see those patterns but you can see it on a global scale too. Historically human beings are species very, very adaptable and that happens on macro and micro levels. If you want to adapt your style you can. You look for the inflences you want to model yourself after. This is just how people learn to be designers when they’re starting out, or learn to be artists. When I took my first watercolour and oil painting classes when I was 11 or 12, the way we learnt was to recreate examples that were painted by masters. So learn how to use the brush strokes they use, to learn how to mix colours the way that they use them, to learn how to use the tools the way that they use them becau se you only discover your preferences and your style by mimicing, copying others. You find out what works and you decide what works for you and what doesn’t. So changing how you design and how you see is not necessarily easy, because at a certain point you’re reprogramming muscle memory and from my experience with singing I know how difficult that is to do. Once muscle memory has been built up to the point where you don’t think about it and you just react, it’s very difficult to break that down and re-build it. Difficult does not mean impossible.

Paul:That’s really interesting that you say that because I’ve always very much struggled to design in any other way than I already do, but I obviously need to push myself in this area. Talking of 37signals, I’m sure you have been following their recent post and various reactions to it about skipping Photoshop, and how they move straight into building with HTML and CSS and I just wondered what your opinion was on that.

Dan Rubin:I know I’d get roped into this discussion somehow. There has already been some great responses from people like Jeff Croft and Mark Boulten to the 37signals post on that, and even interestingly enough a follow-up post sourced by 37signals announcing that they were looking for an additional designer for their team that can push them into different directions that they havent been going naturally. That comes back to the whole adaptability and willing us to change and being open to it. In the argument itself I can’t say I always start in Photoshop or Fireworks or some sort of visual tool. I think Jeff said 37signals starts with a visual tool, it’s pencil and paper. I think even if your tool is a marker on a whiteboard to a certain extent everybody tends to start there, even if you don’t start there you start with a picture in your mind. So there’s some level in the process where a visualisation is occuring, if that’s fair to say. When it comes down to it why does the tool that you’re using to visualise really matter? It starts in your head if you’re a primarily visual person you can either realise that vision by programming it and seeing it in the browser or using Photoshop as a tool. All of these are just tools when it comes down to it, they’re not the end result. They’re just part of the process. I’ve done both. I’ve built straight from XHTML and CSS many times and I do tend to find that most visual designers that have weighed in on this conversation also find that in my opinion the result ends up being more simplistic. that’s not necessarily to say bad. It’s just different and you’ll find that the tools that you use as a visual creative influsence the end result because that comes down to constraints. 37signals of course is huge on constraints and you do save time when you’re doing straight HTML and CSS, you skip a lot of the temptation to play around like I know I do with layers and layer setting s and percentages of opacity. I spend a lot of time playing when I’m in Photoshop, I don’t think that’s bad. That’s part of the creative process when using that tool. When I used to paint which I havent done in way too long. I would play with my
palatte, when I was doing oils my palatte and my palatte knife was tool before I got to the canvas, and I would play with mixing my colours ‘and that’s not quite right’ and ‘wait and go over here’ and sometimes you get it onto the canvas and it doesn’t look the way you want it to and have to wait for it to dry and then you paint over it because that’s what you do with that tool. When you’re doing watercolours you don’t have that forgiveness of the tool, you have extra constraints, so you don’t experiment as much putting it on the paper, putting the paint to paper because you know once it’s dried and there you can’t go back. you can’t paint over it. So you adjust your style depending on the tools and the workflow and it’s all good, it ‘s just all different and you have to I think do yourself a favour and experiment to find which works best for you and don’t be afraid if you’re working on a project and you think ‘this doesn’t feel like it needs a lot of subtle gradients and lines and shadows and Photoshop work. I might just be able to build this without using Photoshop at all’. So do it if it feels like that will work best go that route. If you feel the opposite go the other route. If you feel like it should involve a lot more natural media pull out your watercolour pad and paint something and scan it in and incorporate that

Paul:It really down to the right tool for the job thought process.

Dan Rubin:Exactly. The thing that 37signals does really well is stick to their guns. They state their opinion so firmly that people can easily interpret it as law and I think that’s very important. In any industry it’s very important to have people who do that, who can stick to what they believe so strongly and apply it so universally that it creates this set of rules, but it doesn’t mean that they have to be followed or cant be partially followed or bent or broken and you find just as much as 37signals is enfatic about skipping Photoshop. There are other people who would never in a million years go straight to HTML and CSS, doesn’t mean that either camp is right.

Paul:OK. One last question just to wrap this up. We’re running out of time but there’s something I wanted to ask you which is: We’ve been already talking about that there are people that may be want to learn to be better designers, to find their style and to move into this area, perhaps they’ve been a developer background and they’ve been previously put off exploring design because they have been made to feel inadequate. What kind of resources would you encourage people to look for or look at in order to get going I guess?

Dan Rubin:Whether you’re starting from scratch or just trying to improve what you already have it’s important to touch on a couple of specific areas, and those are typography, layout and working with colour. This applies just to design because it’s worked whether you’re designing on the web or designing in print or branding or whatever you’re doing. Typography is kind of my first love with design and if you want to learn about typography you have to go out and buy ‘The Elements of Typographic Style’ by Robert Bringhurst. It’s the bible for typographers. It’s really easy to read too because he’s a well respected Canadian poet as well. He just happens to be an excellent typographer and book designer, so if you are in a rush, you cant get to the book store or Amazon right away Mark Boulton’s series ‘Five Simple Steps To Better Typography’ is a great place to start as well and he references a ton of other good resources. Start there if you a re going to start online but no matter what buy ‘The Elements of Typographic Style’. When it comes to layout there are a lot of things that you can learn about layout but you’ve got to learn about grids, even if you never use them. Do yourself a favour of learning and I’ll reference Mark again, actually I’ll reference Mark in all three of these. He’s got great starter tutorials about this stuff so ‘Five Simple Steps To Designing Grid Systems’ is really a great place to start. Cameron Moll has written about Griding The 960 and read up over on Khoi Vinh’s site about grids. ‘Grids Are Good’ is a great demonstration as well, and if you want to get a physical book to hold ‘Grid Systems In Graphic Design’ is a great, great phyisical book and I think it’s important to as web designers to also reference ‘Print’, because Print is where all these design rules come from and typography rules and colour rules, so learn from these different implem entations and you’ll figure out things that you can do that you didn’t think about, because you haven’t seen them on the web. So ‘Grid Systems In Graphic Design’ is by Josef Müller Brockmann I believe would be the pronounciation, look that up. Colour, and this is something that’s very preferential maybe but read up again Mark Boulton’s ‘Five Simple Steps To Designing With Colour’. He’s great at teaching, he’s great at communicating all these things. Also play around with some of the online tools like Adobe Kuler, is fun. Look at what other people are putting together, look at combinations, again feel is important. Whatever feels right for what you’re trying to do. Another cool tool is Colorjack. You got a couple of ways of mixing colours and it’s really, really cool to look at. Finally on the topic of colour whenever using colours in an interface please be aware of the different types of colourbl indness that exist, and there are lots of tools online. Photoshop CS4 will have some tools built in as well but there are plug-ins that you can get right now for all sorts of tools and online tools as well that allow you to see what you’re designing, or even just a colour palatte. See them through the eyes of someone that has these various colourblindness afflictions and make sure that whatever you do doesn’t render something unuseable to what ends up being a large percentage of the viewing public when it comes down to it.

Paul:WOW !! That’s a good set of resources !! My word.

Dan Rubin:You didn’t think I’d be that prepared did you?

Paul:That’s a superb list. I certainly didn’t know about all those posts from Mark Boulton. there was some great stuff in there – Thank you very much Dan. Just to say that Dan’s talk at @media will be no doubt going live at some point and you’ll be able to download it and listen to it. Definitely do that, it was superb. So check that out. You will be able to go the shownotes for this episode for all those links that will be useful as well. No doubt you won’t be able to remember them all. Dan thanks for coming on the show, it’s very much appreciated and we will get you back on in the future.

Dan Rubin:Thanks very much for having me Paul. It was a pleasure.

Thanks to Sarah Galley for transcribing this interview.

Linkage

You can find Dan Rubins site, Superfluous Banter here.

Typography
Layout
Colour

Back to top

Listeners feedback:

Managing a Bigger Team

Jon asks: We are a company of 4 people – myself (owner, design lead and general business development/project management person), one designer, and 2 developers.

We are hopefully about to merge with a slightly larger company in a neighbouring town who have slightly more staff than we do (7 in all), and who have more of a project management structure – 2 project managers, using the services of 1 designer, 3 developers, and 1 designer/developer. I would end up as owner/MD of the enlarged company.

My question is really about project management? What do you think is the best organizational structure for a company of 11 people? I was feeling pushed on the project management side before this merger came along, and the merger will bring 2 project managers with it. How does Headscape do it for example – I think you have project managers there – do the designers and developers report to project managers, or do the project managers pick from a pool of design and development resource as required? What are your thoughts generally on the whole project management side of things.

A-ha… this is part two to a question I answered a few weeks back relating to pricing work after two companies merge. I wanted more detail at the time and now I have it!

Comparing to Headscape, we have 4 designers, 4 developers, 3 project managers, 2 business development/analysts and 1 lazy good-for-nothing called Paul … seriously though, Paul effectively markets Headscape and I have to say he’s rather good at it (ungrits teeth…)

Following the merger Jon will have a team of 11. As he is new MD, I think it is imperative that he much reduces the design and PM aspects of his role and concentrates on bringing in business as there are quite a few more mouths to feed.

That leaves roughly 3 designers, 5 developers and 2 PMs. Depending on the work you’re doing I think that is ok especially considering Jon can bolster both the design and PM groups if needed.

Regarding the allocation of work, project managers should rule the roost. Full stop.

It is their job to manage resources. Delivering projects effectively and on time means that they must know that they are in charge regarding who does what and when they need to do it by. A certain amount of fitting the right person to the job should be done but generally, the rule should be that the next piece of work goes to the next available person. This would be particularly useful advice in a merged company where it would much easier to keep going back to ‘your’ guys because you trust them.

One thing that has worked really well for us is to set invoicing targets for the project managers. We don’t operate performance related targets but it still really helps to focus minds on hitting milestones at the end of months.

Terms and Conditions

Adam writes: I am developing my own web application. In summary, it’s a site with user submission of content in a social networking format with video uploads. Anyone can register an account.

I of course have to try and write Terms of Service for this and I am getting stuck. I am wondering what Headscape uses, especially for Getsignoff, and whether you found a pre-written terms of service, or had a specialist write one.

What’s your solution to the problem, and what should / should not be included.

I have to confess to conferring with Headscape’s fount of all legalese knowledge on this – our MD Chris Scott. I tried to get him on the show but he’s still a little jittery after the last time all those years ago… anyway, Chris put together the TOS for Getsignoff and these are his thoughts on it:

For Getsignoff I looked at the TOS of other online services like Harvest, Basecamp, Youtube and Flickr. I’m not a legal person, but this gave me enough material to be able to identify the key issues that I thought we needed to cover in our TOS.

I assembled this into a brief for our legal adviser that was part overview of what we wanted to achieve and part draft TOS using adapted clauses from other TOSs.

Our legal adviser pretty much re-wrote what I had given him but this was from a position where he had a good understanding of how we wanted Getsignoff to work.

The bottom line with this sort of thing is that you really need to get a professional legal person to assist.

Back to top

 

Review: Woopra

When it comes to website statistics Google Analytics dominates most of our thinking. However, there are some impressive alternatives. One I would like to introduce to you is Woopra.

Screenshot of the Woopra interface

The first thing that sets Woopra apart from Google Analytics is that it is a desktop application. This is both a blessing and a curse.

Live results

One blessing provided by the desktop is the ability to stream live results to the application. You can see users moving around the site, watch as they click between pages and get detailed feedback on their location, history and computer configuration.

Being able to watch users interact with your website in real time is hugely enlightening and tells you much more than Analytics can.

Of course it would be possible to stream live to a website using Flash or AJAX but I am not aware of a stats package that does this.

A rich user interface

Another benefit of being a desktop application is the smoothness and richness of the user experience. From the constantly updating animated map to the interactive graphs and charts, there is something very immediate about the way Woopra works.

User interaction

Woopra popup chat message

Not only can you watch users move around your site it is also possible to interact with them in much the same way as Live Person works.

At any point you can select a user who is browsing your site and choose to "start a conversation". The user sees your message in the form of an instant messaging alert.

I can see real potential in this, especially on ecommerce sites where users so easily abandon baskets. Being able to provide on-site customer support could be hugely beneficial. In fact it is a subject Iwrote about back in 2004 and I still believe it is an under utilised technology.

Of course it could be horribly abused and terribly intrusive. However, it is an invaluable tool for some audiences such as the elderly or those with less online experience who require interactive help.

The curse of the desktop

Woopra is not without its problems. The desktop application is built in Java, which should ensure cross platform compatibility. However installation on a mac was incredibly painful, involving the use of a beta version of Java and fiddling with preference panes. I would hope things were not so bad for windows users.

Another problem with Woopra is that it is currently in closed beta. Fortunately getting hold of an invite is not too difficult. I received mine in a couple of weeks just by using their online application form.

Woopra is now available to anybody who wishes to signup and is entirely free.

So is Woopra the perfect analytics tool? Probably not. However, I have abandoned Google Analytics for the time being in favour of the more interactive, rich environment of Woopra.

104. Give us your money

On this week’s show: Paul shares 10 tips for getting designs signed off. Marcus looks at how to present to a prospective client and Michael Slater introduces us to Ruby on Rails.

Play

Download this show.

Launch our podcast player

News and events | Marcus: How to present to a prospective client | Paul: 10 tips for design sign off | Michael Slater talks about Ruby on Rails | Question of the week

Housekeeping

All change

I have a bit of housekeeping news before we go any further with the show. I am changing things around a bit with my podcasting line up. After a chat with Dan Oliver from .net magazine we have decided that I will no longer be doing their show. They have some great plans for it in the future but it just didn’t make sense for me to keep doing two very similar shows. Before people start emailing, no we haven’t had a falling out and I still love Dan very much… if only I wasn’t already married.

The good news is that this allows me to introduce some more guests onto this show and bring in a bit more discussion. In order to accommodate this we will be having just one feature section each week instead of my bit and Marcus bit. Some weeks I will do it and other weeks it will be Marcus.

The final aspect of all of this is that we are going to start recording the show together rather than over skype. This should deal with the audio problems we have been having as well as making for a much better dynamic.

Christmas giving

I thought it might be nice to use the mighty power of the Boagworld listeners to raise a bit of money this Christmas and wondered if you might all be so kind as to help.

We have been doing this show for well over 2 years and have never charged or done much in the way of advertising. We are therefore wondering if just this once you would dip your hands into your pockets and give a bit of cash.

I want to raise some money for a charity I have been personally supporting for a while. A friend I grew up with now runs a school and orphanage in a very rural part of India. The kids they work with have far from the best background and the school is the only hope they have of breaking out of their circumstances.

I wont emotionally blackmail you with sob stories (because I know you are hardened cynical geeks) but simply ask that you give me some cash in return for the two years of free shows I have given you.

Because I am unorganised and only thought of this a couple of days ago we are going to simply use my paypal account to collect donations. I will then pass the money on to the charity. So to give a donation just use the bottom below (be warned its not the most intuitive system ever but you are all clever chaps. I am sure you will work it out).

Give to the Boagworld Christmas Appeal

News and events

24 ways is back

My first story of the day is actually 12 days late because it is the re-launch of 24 ways. In case you haven’t come across 24 ways before I should explain that it is an advent calendar for web designers.

Each day in December leading up to Christmas they publish an article written by some of the leading lights in web design (oh yes, and me). The articles are somewhat random but also incredibly practical and hands on. Articles range from creating a never-ending background to working with online maps.

But don’t panic that you have missed the first half of advent. You can access all of the previous days. In fact you can even access the last 2 years of articles. Ample to keep you amused while we are away over Christmas.

Tips for development and design

If 24 ways isn’t enough to quench your thirst for knowledge then let’s throw two more articles into the mix both of which provide some top tips.

The first is for all you developers out there. The guys at Blue Flavor have shared their top 10 tips for a successful development project. The article includes great advice like, always create a functional spec and talk to your clients. Interestingly one of the suggestions is to use a version control system. This is also a tip in our second article which is aimed instead at designers.

Jina Bolton has written an interesting article for Think Vitamin entitled “creating sexy stylesheets“. Like the blue flavor article this one lists 10 tips. However this time they are for producing better stylesheets. Now, although I would argue that nothing makes CSS sexy this is still a very useful list. The tips for organising your CSS file and building your own framework are particularly good.

So if you are into top 10 lists then you should be happy this week whether you are a designer or a developer.

24 wayswhich post articles on web design over the Christmas period. Well, I was asked to contribute to the site so I wrote an article entitled 10 tips for design sign off. Although some of the tips have been covered on the show I thought generally it would make a good segment for the show.

The problem is that getting design sign off can be one of the most challenging parts of the web design process. It can prove time consuming, demoralizing and if you are not careful can lead to a dissatisfied client. What is more you can end up with a design that you are ashamed to include in your portfolio.

How then can you ensure that the design you produce is the one that gets built? How can you get the client to sign off on your design? (Question of the week

What tips do you have for getting designs signed off?

 

Silver surfers need to eat

I don’t normally sound the fanfare when Headscape launches a new site. In my experience it opens me up to more criticism than I enjoy! However I think for once I will make an exception.

The problem is that people can’t help but criticise. They love to spot the fact that a site doesn’t work on some obscure browser under a defunct operating system like Safari for the mac ;).

Anyway the site that we have just launched is an upgrade to a pretty standard ecommerce site which I worked on a few years back. You can view it at:

www.wiltshirefarmfoods.com

Despite the somewhat provincial name, Wiltshire Farm Foods is a massive organisation and their website is a significant revenue generator. Basically they sell ready meals to an elderly audience, who don’t have the time or inclination to slave over a hot stove.

I know what you’re thinking. Not the most exciting site ever created. However, it has actually been quite a challenging site to work on. The age and relative lack of web experience, of the target audience meant that a lot of time and thought had to go into the user interface.

I won’t bore you with a long post outlining all the design decisions made and why those approaches were taken. Instead I will let you have a poke around for yourself and draw your own conclusions.

Things to look out for include:

  • Nice interface scaling when you increase the font size
  • Lots of friendly cross selling adverts to increase the value of each sale
  • A simple, clean and large interface, ideal for this audience
  • Slick AJAX functionality when items are added to your basket including clear indications to the user that something has happened.
  • Fixed position (impossible to miss) shopping basket tethered to the bottom of every screen

Of course there are a lot of things I don’t like about the site (such as the need to enter a postcode before you can see the price). However, some things are beyond a web designers ability to control.

That said, all in all, it’s come out pretty well.

Ecommerce 2.0?

There is a lot of hype surrounding the new generation of websites that are emerging. Collectively they are labelled web 2.0 applications, largely because they behave more like desktop applications than websites. The question is how the underlying principles of web 2.0 will expand beyond the current raft of “web applications” to encompass more traditional websites. For example, how can web 2.0 principles and technologies benefit a typical ecommerce site?

Google Suggest.

  • The ability to filter products on the fly without page reloads in order to narrow the selection of possible products.
  • A slicker "compare and contrast" facility that enable the user to look at products side by side.
  • The option to sort product listings by price, size or any other criteria without page reloads.
  • The option to tag favourite products or hide unwanted products from the listings
  • Saved searches that notify you by RSS when new products are realised meeting your search criteria.
  • The list could go on and may even include an open architecture that allows you to compare products across sites.

    Managing your shopping basket

    We all know that a huge percentage of shopping baskets are abandoned before checkout. The reasons for this are many and varied but a significant factor is the usability of the shopping cart process. All too often shopping baskets are unwieldy and distract from the shopping experience. Once again, Web 2.0 technologies can provide significant improvements.

    • The ability to add products to a shopping basket using drag and drop as well as the conventional "add to basket" button.
    • Persistent shopping baskets that are on screen all the time but do not need page refreshes to update.
    • Shopping baskets that are saved automatically, like draft emails in Gmail. This prevents users loosing shopping carts due to dropped connections or timeouts.
    • The ability to save shopping baskets instantly, for future repeat ordering without interrupting the current shopping process.

    The checkout process

    The checkout process is often the most painful part of the user experience and can often make or break an ecommerce site. Large ecommerce players have gone to great lengths to shorten this process with systems such as "one click ordering". However, at the end of the day you cannot avoid those forms requesting user details if you are going to fulfil your orders. Out of the three parts of the ordering process, Web 2.0 has the most to offer the checkout process:

    • Postcode auto address completion, can be taken to a completely new level that no longer required page reload.
    • Forms can be validated instantly giving the user detailed feedback about any problems with their submission.
    • Repeat purchases can be sped up dramatically, with the ability to quickly and easily change shipping address and credit card details.
    • Fewer page refreshes means less chances of information being lost in transit.
    • Greater control over the functionality of forms allows unnecessary fields to be hidden until required. Why for example display the shipping address fields unless a user specifies their billing address is different.

    I am sure that the ideas I have outlined above only scratch the surface of how "Web 2.0" can help the average ecommerce site. The point is that there is a real opportunity here to improve the user experience and in doing so the conversion rate of these sites.

    What’s new?

    A lot of the functionality I outline here already exists on ecommerce websites. Indeed, you are probably asking what makes any of this original or different. In some senses you are right, much like Web 2.0 as a whole, none of this is new. However, what I hoped to highlight in this entry is that a small group of new sites are implementing existing technologies in new and existing ways and that these techniques can be easily transferred into traditional websites to improve functionality and increase return on investment. By using a small amount of "web 2.0 technology" on top of your existing ecommerce site, you can improve your conversion rate and increase profits. Whether you like the Web 2.0 buzzword or not, surely this is worth considering.

    Stuart Langridge on Javascript

    Yet another live blog from the d.Construct conference here in Brighton UK. I have just been listening to Stuart Langridge speak on DOM scripting and found myself slightly concerned with some of the things he said.

    Stuart seemed to be saying at times in his presentation that DOM scripting (Javascript to you and me) gives you the opportunity to change the user experience to suit your "designs".

    AJAX can cause confusion

    I have to say this concept of creating unique user experiences for your own site concerns me somewhat. I have seen too many examples of where Javascript causes confusion instead of enhancing the user experience. I think I have already mentioned before on this blog the "drag and drop" shopping basket which contradicts peoples expectations of how to add content to your basket.

    People expect page reloads

    However, the problem is actually even more fundamental than that. The shopping basket example is a problem caused by changing the way people interact with a familiar site function. It is not surprising that something like that causes confusion. What has been more worrying are the results I have been seeing from usability testing on AJAX sites. I have seen users confused because they have expected a page to reload and it hasn’t. It is not uncommon to hear comments like "I have clicked the button but nothing has happened". Because there is not the familiar page update, users presume their requested action has not been completed. Another example was from a user testing session we recently ran on an intranet. On that site, you could add documents to the homepage by ticking a series of checkboxes. Because it was intended this form would use AJAX we didn’t need a save button. After all every time you checked or unchecked an option it was automatically saved. However, in testing we found that users were constantly looking for the option to save. They were so used to having to submit forms that it confused them when that functionality changed.

    The importance of keeping the user informed

    So although I agree with Stuart that JavaScript can be used to enhance the user experience I am not so sure we should be making fundamental changes to it just yet. When we do decide to use AJAX and JavaScript we need to keep a particular eye on ensuring the user gets the feedback they need to understand exactly what is going on.

    A grumpy old man

    I have just read through this post and realised what a miserable old sod I am. Most of the posts I have made on this site about Web 2.0 have been kind of negative and yet that is not how I feel at all. I am actually very excited about the possibilities of this new generation of sites. However, I do have a lot of questions which I need to work through. If you are reading my posts thinking I am a doom sayer I would encourage you to stick with it. I can guarantee that as I have more time to think things through my posts will become more positive!

    Web Applications

    Have you seen some of the fascinating new tools coming out of Google recently? Applications such as Google Maps and Google Suggest are the highest profile examples of a growing trend towards application design on the web.

    When the majority of people think of an application they are thinking of something like Microsoft Word or Adobe Photoshop which you purchase on CD and install on your desktop PC. Although a very exciting medium the web has never been able to compete with the level of complex functionality and power you can get from the average desktop applications. However things are beginning to change.

    The problem with the web

    At the most fundamental level the way the web works is very simple. Using your web browser (the client) you request information from a web server (the server) over the internet and this server then passes that information back to you. However this client/server process has one fundamental flaw. While your PC is talking to the web server, what are you doing… that’s right, waiting. Admittedly with the explosion of broadband you aren’t waiting as long but it is still slow enough to compare unfavourable to a software application.

    Let the application work as an intermediate

    But as I have already said things are changing. This is largely due to the maturing of a number of existing web technologies that are beginning to work together in a more sensible manner. So now instead of this constant client/server back and forth every time you want a new piece of information, the client downloads an application from the server at the outset and that application delivers the information to your browser. The advantage of this is that the application can download additional data irrespective of what you are doing in the browser window. This means it can predict what you might want to do next and make sure the information is available to display immediately.

    What are the benefits?

    To some extent the benefits are obvious by looking at sites such as Google. Take for example Google Suggest. It would not be hard to imagine instances where that kind of auto complete functionality would be invaluable. Have you ever used a form that completes your address using just your postcode and house number? The problem is that it needs to refresh the page to find your address which is not only slow but has other associated problems. Imagine being able to complete that address using just the postcode without needing to reload the page? Or imagine being able to drag things into your shopping basket without waiting for the web server to add the item. What about having a content management system for your site that didn’t involve constantly connecting to the server each time you save a page.

    Conclusions

    The best thing about all of this is that it can be built now using existing technology. There is nothing new here and it doesn’t require any special plug ins such as flash or realplayer. It is just a different way of building web sites.

    If you want more on the technology behind this new approach then you might be interested in reading the following article:

    Ajax: A New Approach to Web Applications

    When good shopping sites go bad

    I have just finished reading a fascinating article on the BBC web site about the growth of ecommerce. This comes on the sameday that I have watched one of my clients fail to grasp some of the basics of ecommerce.

    Today the BBC posted an article saying that since February there has been a 4.2% decline in high street sales while in the same period e-retail has tripled. Apparently 22 million consumers bought goods online in April, spending £1.4bn between them.

    Although this is hugely encouraging news for web designers like myself and goes someway to explaining the massive surge we have seen in our sector over the last few months, it doesnt necessarily mean you are on to a sure thing when it comes to selling online.

    The reality of ecommerce

    Even if you manage to overcome all of the classic problems of ecommerce such as fufillment it is still all too easy to undermine a successful ecommerce site.

    Take for example a client we are currently working with. We have had an excellent working relationship with this client and have developed them a hugely successful ecommerce site that has become a major contributor in the success of their business. However today I received a list of changes they are proposing that threaten to undermine the success of their site.

    Here are just two of the suggestions they have proposed for the site:

    Marketing over functionality

    They have proposed removing the search box, telephone number and shopping basket link from the header of the site and replacing it with their corporate strapline. This is a classic example of the kinds of mistakes a marketing manager would make. So often they see a site as a brochure promoting their company rather than a shop front that actively sells their products. By removing key functionality they are simply making it harder for their customers to buy. Why?

    The four biggest concerns in ecommerce

    Another proposal they are making is to remove some of the clutter from the page. What is wrong with that I hear you ask? Well they propose doing this by removing help on issues like returns policy, privacy and security. This is invaluable information that addresses the 4 biggest concerns users have when purchasing from an ecommerce site:

    • Can I return my purchase if I am unhappy with it?
    • Are there any hidden delivery charges?
    • If I provide you with my credit card details how do I know they are safe?
    • How do I know you aren’t going to use my email address to send me SPAM?

    I am sure you can think of more but in my opinion these are the big four.

    It is so important to carefully consider what changes you make to your site. Even if you believe you are improving things you can easily undermine what success you are currently having. So what will I be saying to my client? The answer is simple, try it and test it. Before making these kinds of major design changes to your web site create a prototype and test it on a sample audience. See what response you get. This is by far the best way to ensure any changes you make are the right ones.

    Financial benefits of usability

    In this article I outline exactly why usability testing is worth the effort and how it can translate into real financial gain.

    A large part of my job is improving web site usability. However, convincing companies to spend time and money on usability testing is always an uphill battle. Somehow it is seen as a luxury that can be left out. This couldn’t be further from the truth! Below I outline exactly why usability testing is worth the effort and how it can translate into real financial gain.

    Reducing Customer Support

    Answering customer queries, taking orders and handling complaints can prove an expensive and resource hungry job. But a well designed, usable web site can significantly reduce this burden. If your web site makes it easy to order online, get questions answered and resolve problems then your users won’t need to phone, fax or email you. This means you can reduce the number of man hours dedicated to customer support and so make significant financial savings.

    Design is a matter of opinion

    It is amazing how many web development projects stall over disagreements based on personal opinion. Disagreements over colour schemes, the benefits or drawbacks of dropdown menus, the amount of marketing information that can be collected from a website before you begin to put people off. These are the kind of issues that can prevent a site progressing in its development. Everybody seems to have an opinion and everybody thinks they are right. By presenting these issues to a sample of your target audience you can get a truly independent point of view. This often cuts days or even weeks off development time allowing you to become the first to market.

    Increased customer satisfaction

    We all know that customer satisfaction leads to customer loyalty and that customer loyalty leads to repeat sales. This is especially true on the web where your competition is only a click away. When it is so easy to go elsewhere customers become very fickle and the tiniest thing can make them give up on you and visit your competition. However a site that has been tested with real users, and therefore meets their needs, can give you an edge over your competition. It will ensure your customers to stay with you while encouraging your competition’s customers to make the switch.

    Decreased need to publish after-the-fact fixes

    Hindsight is a great thing. Once your web site is live and real users are interacting with it on a daily basis it often becomes obvious where the flaws are in your site. However, changes at this late stage can often be too late and expensive. If users find your site difficult to use on their first visit they are extremely unlikely to ever come back again. It is therefore vital that any problems are resolved BEFORE the web site goes live.

    Decrease in abandoned shopping baskets

    Something like 70% of shopping baskets are abandoned on the web! This equates to millions of pounds of lost revenue. People abandon shopping baskets for lots of different reasons some of which are beyond your control to prevent. However the vast majority are abandoned because the user becomes frustrated with the shopping process. Usability testing can help identify these points of frustration early and help remove them from the shopping flow.

    Early identification of problems

    Effective usability testing isn’t just something that is carried out at the end of a project. By that point it is almost too late to make changes and correct problems. Usability testing should be an integrated part of the development process happening continually as the site is developed. This enables you to identify problems early and avoid having to make expensive and complex adaptation later in the site’s life. By catching problems early it is possible to correct problems before they have too great an impact to correct .

    Removal of unnecessary features

    It is often surprising what usability testing turns up. It is not unusual for it to actually demonstrate that your web site is over-engineered. Sometimes you discover that actually your site is too small to bother about a search function or that your target audience isn’t interested in some of the applications you are offering. By carrying out testing you discover this early on in the sites development and can drop these components before time and money is invested in building them.