Don't do it alone

Whether we you are a freelancer, owner of a small agency or run a website single handedly, too many of us work alone.

The downside of the digital revolution is isolation. The web allows us to do alone what would have previously taken a team of people. It also frees us from the constraints of geography letting us work from home. However, although these can appear to be benefits they also leave us isolated in our endeavours.

The dangers of isolation

Over time working in isolation (even if you work as part of a greater team) can prove harmful to your mental health, business and website.

In fact even if there are other people working on the project, if they are junior to you then you can still feel isolated.

Depressed dog

lifeandlove, Shutterstock

If you don’t find a peer with whom you can share ideas and discuss your business/project you face a number of dangerous…

  • Becoming creatively dry – Creativity is born out of interaction. It is hard to be consistently creative on your own. The best ideas come from people brainstorming together and one great idea leading to another. Without somebody with whom you can bounce ideas around with, your business or project will lack a creative spark.
  • Loss of confidence – Overtime we can begin to lose confidence in our abilities or our project/business. This especially true when we make mistakes and things go wrong. Without somebody to encourage and reassure us we can begin to second guess our decisions.
  • Being over confident – While some suffer from a lack of confidence others are overconfident and need to be challenged and questioned. This is a trait I suffer from and would happily dive headlong into disaster if it was not for my fellow directors at Headscape constantly questioning my ideas. Without people like this it would be easy to push your project or business in entirely the wrong direction.
  • Reaching the limits of your knowledge – We can’t all be experts at everything and yet both running a website and running a business require a broad range of skills. When working in isolation it is easy to reach the limits of your expertise and flounder when trying to tackle problems outside of your comfort zone.
  • Having a blinkered perspective – Another problem with working alone is that you only have a single perspective of the work you do. By adding another set of eyes to the problem you are given a broader vision and may approach the challenges involved from a different angle.
  • Feeling overwhelmed – Running a business or even a business critical website can feel like a weight. You can often be required to make some big decisions especially in terms of hiring and expenditure. Making these decisions alone is a big responsibility and can be extremely scary. Having somebody to share that with makes an enormous difference.

So can you associate with any of those? If not I suggest you read the over confident one again! I don’t believe there is a single website owner or entrepreneur who couldn’t do with an outside perspective.

The question is, how can you find somebody?

Getting an outside perspective

The most obvious solution to that question is to partner with somebody from the outset. Whether working with somebody on your website or forming a business with somebody else, partnerships can be very beneficial. That is what I did with Headscape and have never regretted it for a minute. I would be lost without my two co-founders Chris and Marcus.

Three partners looking through binoculars

Palto, Shutterstock

That said I know that not everybody’s experiences have been so rosy. Also by the time you are reading this the opportunity for this kind of partnership has already passed.

What then can you do? What other options are available for those seeking an outside perspective and somebody to bounce ideas around with?

Here are some options…

  • A sleeping partner – This is the approach we have taken at Headscape. We have a non executive director called Brian who works with a number of companies and keeps us on our toes. He has a radically different view on business and constantly challenges us. In return he has a small stake in the business. He is worth every penny.
  • Paid consultant – If you don’t fancy having somebody else that entrenched in your business why not consider an external consultant who you speak to on an ongoing basis. Admittedly these kinds of consultants can be pricey but they do bring an outside perspective to the table.
  • Find a mentor – Another option is to approach a web designer or website owner you admire and ask them to mentor you. Obviously these people may well be busy with their own businesses or websites but if you are willing to pay for their time you can get some valuable advice. This is exactly the service I offer through the Headscape consultancy clinics. Most of the time you only need an hour once a month to keep you on the right track.
  • Find a ‘buddy’ – A cheaper option would be to find a buddy, somebody else in a similar situation to you. The two of you can agree to talk regularly and share the challenges you face as a business or website owner. You can discuss different approaches and ideas together providing you with somebody to bounce ideas around with. In fact I recently posted about this idea on the Get Signoff blog and people have posted their interest the comments. If you are interested too why not contact one of them or add your name to the list.
  • Join a community – The final option is not to look for a single consultant, mentor or buddy but to find a supportive online community instead. There are loads of these around but be sure it is not too big. You want people to know you and to remember your particular circumstances. Personally I would say the Boagworld Forum is the perfect size but then I am probably bias.

However you choose to do it is entirely up to you. The point is that if you want to really see the potential of your website or business you need the help and encouragement of others.

Humans by their nature are best in social groups and you are no exception. We are not meant to do it alone!

Creating your first web application

Drew Mclellan and Rachel Andrew share their experiences of launching their first app (Perch). They talk about their successes and failures focusing particularly on the business, marketing and customer support challenges.

Paul : Drew and Rachel so you you launched something called Perch.

Perch

Drew : Yes

Paul : It would be great to hear a little bit about what you guys do your background and a little bit about Perch and maybe some of the things you did right and wrong and the process of creating a webapp and all that kind of stuff. But before we get to that there is a question, I am going to ask two questions to every guest that comes on the show one at the beginning of their interview and one at the end OK? So you are the first to answer this question and I am going to pick on Drew first so Drew is going to have to go first. What the question is Drew is ..

Drew : Yes

Paul : In your history working as a web designer, if fact lets not keep it to just web design, in your life as a whole what is the biggest cock-up you have made.

Rachel:[laughs]

Drew : probably I could think of a couple

Rachel:Daily

Drew : Yes [all laugh] thank you. Probably the biggest was actually a sort of user interface design error

Paul : right

Drew : on my part, I was working a a design agency which probably ought to remain nameless and I was sought of the lead developer there and I was asked to build a machine to send out spam basically, newsletters to the subscribers of a site the agency ran as so I duly built this thing it was in classic ASP back in the day and it had a nice form on the front where you filled in the subject line put the content of your email then there was a option and I thought it would be really user friendly to enable the person who was sending the email [Marcus makes background noise with the boagworld iphone app]

Paul : Oh Marcus!

Marcus : I can’t turn the volume off

Paul : It is not that difficult

Drew : anyway I though it would be really great, as a really fantastic usability feature to enable the person who is writing the email to send a test email to themselves, before sending it out to the list so you know they can see what the email is going to look like

Paul : Yes

Drew : Fine so I did that and unfortunately I did not spend much time making the UI look really clear, we handed this over to the director of the company who’s name was Arthur and he though he would try this out and wrote his test email which said “Arthur smells” but unfortunately because of my UI design cock-up he managed to send that out to the entire list of customers [laughter from everyone] but what was really great about was the responses we got for months following asking how Arthur’s odour situation was and if he had learnt to take showers ?

Paul : Yes that is a pretty good one I will give you that, that is a good example. rachel can you top that this is the question.

Rachel:I have my example of my own stupidity which has nothing to do with the web. Before I started working in the web I was working backstage in the west end as stage crew and managed to stop an entire west end show with my maglite [laughs] We had sort of two enormous big spiral staircase truck things that trundled in from the wings and they were on a track on stage and had a big spade you had to haul out and I am looking down this hole with a big maglite in my mouth and let go it goes down the track under the stage floor and jams up the revolve and stops the show [laughs]

Paul : That is fairly impressive,

Rachel:how embarrassed was I

Paul : I am very impressed by that

Rachel:but as a girl on stage crew they are always looking for a chance to give you a slap anyway so

Paul : Definitely that is pretty severe, OK so let’s get onto important stuff tell us about EdgeofMySeat what you do there, how it came about Yes let’s start with that and then go from there.

Drew : Well that’s one for Rachel really she started everything up

Rachel:Yes I started the company in 2001, way back in the day I had been working for dot com companies and really thought I could probably do things better on my own

Paul : We all thought that

Rachel:It was just at the end of the dot com silliness and it wasn’t looking good my daughter was three and a half and it was looking increasingly unstable where I was and I thought hang on I can probably maker enough money to survive on my own, so that is what I did and have been ever since. We specialise in doing development work for design agencies, most of our work is for design agencies and we do the back end development and it is mainly PHP these days we used to do all sorts of things but it mainly is PHP these days.

Paul : So how did you get the point of deciding you wanted to build an app, because that is a big jump if you have come from the background of you know you have been building stuff for other people to then get to a you know right we are going to build a app. What happened there?

Drew : Part of that I think is because the web is what we do there is always just a little dissatisfaction in building things for other people you have always got the ambition to do something yourself so I think part of it was sort of a need to actually just to do something that was ours and putting effort into something that was actually belong to us not just belong to a client but the other thing is as a small company from a business point of view we charge out at an hourly rate whilst there are two of us there is sort of a limit to the number of hours we can work in a day we don’t want to spend you know seven days a week twenty four hours a day working and even if we did that we could not go to twenty five hours, we are putting a cap on the amount of business we can do. So part of it from a company point of view is this idea that we could develop a different sort of revenue stream. So something that rather than selling an hour to a client we actually sell a product to someone and we can sell that product to lots and lots of people without having to invest more time in each sale

Paul : yes, very sensible

Drew : So that was sort of the direction we were coming from with that

Paul : So when you were going through this process looking back now at the process, what you build and launching it and then what happened afterwards give us some stuff about what you felt you did right and stuff that you felt you did wrong in the process.

Drew : What do you think Rach, what did we do right

Rachel:[laughs] I think we knew the market very well, although perch is developed for different sites than we normally work on, we have a big CMS product really that we only sell with our services that we install it for people so it is a very similar market just smaller sites generally and sites that do not have as much stuff and as much content to manage whatever it is still that same sort of market and we knew the key things that people wanted to do. They are the same really as people who are using our big CMS want to be able to do, but also it was the time implication of being able to install something very very quickly that did not mean you had to build your entire site around it. So these were things we knew that would make things easier, make peoples life easier in fact our lives easier even though we tend to get these big projects we tend to get things for existing clients where they day ooh we just have this little site but they want to be able to edit this bit here

Paul : Yes, so you did the classic thing of you built something for yourselves basically

Rachel:Yes we kind of knew that we would need it but also talking to other people we though hang on this is something other people need and people were sort of hacking around WordPress or whatever which is not always ideal for the sort of thing we are talking about.

Drew : So yes we both built something that we needed for ourselves and also we stuck to what we know

Paul : Yes

Drew : you know we do a lot of CMS development and so what we have done is developed a small CMS, it is not a complete change from what we do it is not new ground for us it is stuff we are very very familiar with and that means we can do it really really well and really cost effectively

Paul : Yes that makes perfect sense so the question is what did you do wrong, what went wrong in the process that other people can maybe learn from?

Marcus : Nothing at all

Paul : it was perfect from beginning to end

Drew : from a development point of view there is a massive difference that we discovered from developing a site and being in control of how it is deployed you know what sort of server it goes onto and being the person you know you as the developer are the person that puts things live and makes sure it is all running and everything, that’s quite straight forward. There is a massive difference to developing some software and giving it to people for them to go and install on their own server

Paul : Yes

Drew : and you don’t know what that server might be, you know we don’t know what operating system it is going to be running it could be a mac it could be linux it could be some other sort of unix it could be windows, ermhh perch is written in php which is fairly portable but there are subtle differences and there are different configuration options
t’s a whole world of tiny tiny little changes which you can’t account for but which we probably could have accounted for a little bit better than we did with hindsight, the very first update we put out addressed a massive number of tiny tiny changes and we very quickly got onto track with that yes you know it is pretty straight forward on any server but we certainly learnt a few lessons about running PHP on windows in those early days.

Rachel:Oh yes we know al-sorts now about running PHP on windows now and I think as well just the reliability of people’s servers, we tend to work with decent hosts we know decent hosts, the big projects we do we put those on servers we know are absolutely fine and will run and there will not be any problems, you know people have the flakiest of flakiest hosting it is really unbelievable the sort of stuff people are deploying client sites onto.

Paul : Hmmm

Rachel:You know you cannot rely on the database being there at every request

Marcus : A bit like the boagworld site

Rachel:[laughs]

Marcus : up until recently

Paul : Up until two days ago

Rachel:you know there is a awful lot of stuff that you have yo build into something that you are going to send out to people just to cope with the fact that the hosting, you can’t rely on the hosting being decent the database actually being there, it’s like stuff you think you could rely on and yeah people do not want to be told they are going to have to change your host, one of the things we made a decision early on was that it was going to be PHP5 and we still get people even though php4 has been end of lifed, but I have to use php4 my host only supports php4 and in that we really just say, you know it has been end of lifed if you host can’t give you a PHP5 account at this point there is a problem you want change you host

Marcus : change your host

Rachel:you know but that is the sort of thing you are up against it is that people are running old phps and whatever.

Paul : I remember recording an interview with you at future of web design which we still haven’t released, we got so many interviews that day it is a bit overwhelming

Marcus : Probably all covering the same thing

Paul : Yes I think it is pretty much but that’s OK, One of the things that I remember saying to you in that interview is what, why were you at future of web design why have a stall there and you talked about making it clear that it wasn’t a side project it was something you we’re really committed to, why tell erhh why do you think that is so important I guess is the question because a lot of people work on side projects you know, the web design community is full with applications that have been released as something along side their main point of work.

Drew : Yes I think people do do that and for all the right reasons people will do a little side project and they may do something like take a week of from normal client work to do something or they might just take a couple of days and put something out and quite often those things, the point of those side projects is in the exercise of building it and trying out a new way of working as a team

Paul : sure

Drew : or trying out some new technology, and it is about the process of doing that side project and it is not always about

Paul : right

Drew : the end product, and that is the point of it, which is absolutely brilliant but we wanted to be clear that this is not that sort of project we haven’t just built perch as a exercise in making a little content management system and we are not that bothered about it it is actually something we are very serious about and so I think it is important that people get that you know get that impression and realise this is another branch of our business, it is a real thing it is supported and

Rachel:and it is going to be upgraded we are going to be adding to it and you know it is not something that we are just going to get fed up with I think that is really important and that people know if they buy a copy we are going to be able to support it and we are going to be there and we are not going to sort of decide one day, you know are no we have had enough of this, it is important and is very much a part of what we do.

Paul : So tell us a little bit about the marketing and promotion and how perch has you know been promoted I guess how have you got the word out there about it ?

Drew : Primarily so far it has been via twitter

Paul : Ok

Drew : That has really been the main, the main source of traffic initially and that is where, I would not say we have put a lot of effort in but we have been mentioning it on twitter and we set up an account for perch, which is grabaperch on twitter and we sort of tweet out little ideas occasionally, promo codes and link to people’s sites which they have built which is a good example and that sort of thing and so it has really just been we started of spreading word of mouth that way and then we were a sponsor at Dconstruct down in Brighton this year and so we had a little stall there and banners and badges to give away and really our idea with Dconstruct was perhaps the people attending it might not be our direct customers. I think the sort of audience for Dconstruct are probably a little bit you know more involved web designers perhaps a bit more experienced and the sort of people we are probably targeting with perch are more people doing very very small projects maybe not working in a big agency perhaps they are just working on their own doing little individual things or they are a freelancer, but we thought maybe the audience at Dconstruct were perhaps influencers to those people and we would sort of get the word out that way

Paul : Right

Drew : So that is one thing we have tried

Paul : Did it work

Drew : It is always really difficult to measure especially when we are going for that sort of approach of trying to get perch known to influencers, it is then very difficult to see how that trickles down to actual users is hard to define,

Paul : yes

Drew : but in terms of marketing have we got the word out I think we are certainly starting to

Paul : yeah

Drew : yeah I think [laughs]

Rachel:Yeah we’re web developers not marketers and we are not, our general services really we don’t have to advertise, we are fortunate enough and established enough that we get, our work comes via word of mouth which is wonderful but I think with a product you do actually have to market it and you do have to advertise it and so that is something we are having to learn has we have never been in that situation before.

Paul : and how has that, how has that gone because it is a difficult thing if you have never done it before you know and you would not consider yourselves natural marketers ? That’s a major problem when you are producing a product it is kind of getting that exposure

Rachel:I think that we are fairly lucky in you know we both write and we speak at things and so we have been able to use our own personal networks to some extent and also we are kind of excited about it we really like it so we are very happy to talk about it at things so that I think really helps being enthusiastic about your own stuff

Paul : What about all the other bits and pieces that go along side, so you have built this application that was the easy bit in someways, because that was the bit you knew I am guessing

Drew : yes

Rachel:hmm

Paul : and then you are faced with a whole plethora of additional problems like you know I have got to market this, I have to deal with refunds, I have got to deal with you know customer support all of those kind of stuff what kind of lessons have you learnt from doing that kind of thing

Drew : Yeah we deal with paypal, for support we use a webapp called Tender, which is a hosted support service

Tender

Rachel:It has been brilliant yes

Drew : and thats really great because one thing Tender does is it integrates with your sites login

Paul : ah right

Drew : so basically as long as you point like a subdomain of your site, so we use support.grabaperch.com and we point that at Tender’s servers because it is on grabaperch.com we ca set a cookie when a person logs into their account on our site which then automatically logs them onto the support site so we are not requiring customers to have one login to access their licenses and one login to access support it’s all integrated

Paul : and what was that called Tenderapp?

Drew : yes it is called Tender, so it it tenderapp.com I think

Paul : Ok we will have a look at that in just a second when I can bring up the url

Drew : Yes that is pretty good

Paul : So what is that, that er deals with all your support requests is that basically what is happening?

Drew : Yes it is basically a mix between a ticketing system and a forum in that it’s, so the tickets can be open so people can browse and find problems that people have had before and hopefully find, as time goes on they might find the answer to their problem already posted so they do not even have to ask it or if not they can ask and it has the option of making things private as well so if you need to ask something where you need to talk about the specifics of your server and you are not comfortable with that being public then you can make that private

Paul : oh OK that’s good

Rachel:it has been good, we have been really impressed with that it has been excellent as a service.

Drew : and the other thing that has been a big thing because normally as a agency we deal with invoicing clients we do that doing you know a few invoices a month because we tend to work on big projects so that’s fairly easy but when it comes to selling and potentially having to do multiple invoices every single day, you might be talking having to do you know hundreds over a month suddenly you have to think about that how do you deal with your accounts and fortunately before we did perch we had actually moved our accounting system out of, what were we using before quickbooks?

Rachel:I was using quickbooks yes

Drew : out of quickbooks onto

Rachel:[laughs]

Marcus : what were we using, I was using quickbooks

Rachel:yes, yeah I will tell you who does the accounting

Drew : yes er Rachel was using quickbooks and now rachel is using xero.com which is basically an online accounting package which is

Rachel:which is absolutely marvellous, even before the perch issue I don’t know how I would have dealt with it, we would have had to take someone on to deal with the data entry with perch if I had still been using quickbooks and we have an accountant but as a business owner i kind of like doing my own book keeping as I feel I keep an handle on things I like doing that, it doesn’t take me that long and I had moved into xero which is just fantastic it is so easy to do all the day to day stuff book keeping and there is bank feeds and things, the cool thing with perch is we then, erh xero have got an api

xero

Paul : ahhh

Drew : this is where I get really excited about accounting

Paul : [laughs]

Drew : our accounting system has a api

Rachel : so we can just sling those purchases the details, the customer details and all the VAT information crucially into xero and then I just need to go through and just check they are correct and approve them, which saves so much time

Drew : the other thing that xero does is then it links up with paypal dealing with that as if it was a normal bank account

Paul : oh nice

Drew : as we sell by paypal the invoices come in from our sales, oh I don’t know the accounting terms, one lot of things come in from paypal one lot of things come in from our website and rachel says yep they are the same they match

Paul : I can see know why you deal with the accounting Rachel

Rachel:yes

Paul : [laughs]

Rachel:yes it is one of my jobs [laughs] but I know , but xero if people are struggling with book keeping and accounting systems I would I really would recommend checking it out they have been fantastic

Paul : oh that is good, so oh You going to say something Marcus?

Marcus : No I was just going to say we have had similar issues, finance type issues with getsignoff and paypal, just awkwardness really

Paul : yes

Marcus : so I will pass on your thoughts to er

Paul : well this is really the guy we have to talk to as Ryan is now the man

Marcus : so true yes he is master of getsignoff

Paul : so getsignoff you have got to check to xero.com

Ryan : x – e – r – o .com ?

Paul : yes apparently it looks like it might be very useful, because we you know payment is a big thing, especially things like have you had to deal much with things like refunds, discounting and all those kind of things, because you talked about discount codes earlier

Drew : yes well one of the promotional things is we have printed out a load of moo cards and those moo cards have all got unique discount codes on them, which give people 20% off and we hand those out a conferences and what have you, so we had to building the shopping cart side of things was sort of that is what we do so being able to apply discount to an item before sending it through to paypal that was quite straight forward, it requires a little bit of thought to make sure you get that right but that in itself was quite straightforward

Paul : Yes OK fair enough

Rachel:the other thing to think about if anyone is thinking of selling products and things online is the VAT issue and I spent so much time on the phone to the revenue saying am I doing this right is this right, because you have got to deal with people in Europe who have not got VAT numbers so don’t need to pay VAT and people in the states who don’t pay VAT and people in the UK who have got VAT numbers but still pay VAT. You have got to deal with VAT correctly because if you don’t and get a long way down the line they are going to send you a very big bill at some point. So that is another issue of selling things like this is you do need to be careful of VAT and sort of local taxes and I imagine it is the same in the states with their tax issues

Paul : hmm I mean it is interesting isn’t it how much is involved in creating a web app you think you are just going to you know well I know how to code stuff I know how to build stuff, it opens up this whole realm of additional stuff afterwards that is the pain and misery.

Drew : yes you are right, writing the software was the easy bit [laughs] that did not take long at all and then I thought right I am ready to release this I had better make a website for it and then you start thinking about the fact you have got to have obviously all your product information so we had to start thinking about how do we describe what this is how do we show people, how do we put forward it’s good points all that sort of marketing and sales stuff

Marcus : Brand type stuff , I mean Perch has got a brand hasn’t it wether you like it or not, there are things that are associated with it you had to decide on, or at least recognise it I guess

Drew : Yes

Marcus : which then needs to be translated into the design etc etc

Drew : exactly then we had to figure out what the shopping basket type things user accounts what information do we need to collect what do we need for our accounting purposes what do we need in order to contact people ermh and then how do we let people manage their stuff so just the website in itself was a reasonable size project, which I sought of happened upon without really thinking about it

Rachel:[laughs]

Drew : so yes writing the code really is the easy bit

Paul : so what advice would you give to people who are in that same kind of situation where they are creating a web app, they come form a similar background to you they are web designers and developers, you know what’s the golden rule, what really are the things people need to focus on ?

Drew : I guess people need to decide whether it is something they decide they are going to turn into a business, as in do they actually want to make money from it, erm if they are going tot make money from it that takes, there are a whole load of extra complications which you have to account for, which will go away as soon as it is something you are just doing for fun

Paul : yes

Drew : and I would probably also say these days if you are thinking you are going to make money from it you need to plan how you are going to make money from it and kind of design that in so even if you are free when you launch to manage user expectations so people know it is free at the moment

Paul : for a limited time yeah

Drew : so I think that is really important to decide what are your aims is this something you actually want to turn into a bit of a business or is it just for fun and the experience of doing it

Paul : Sure

Drew : that would be the main one I don’t know

Paul : that’s fine that’s absolutely great, I mean this is all very relevant to us as we are in the process of turning Getsignoff from a side project into a business in it’s own right so all this stuff is brilliant and we have already talked about, well you and Ryan have talked about tenderapp and various other things and I think it is really useful and I think there are a lot of people who are out there basically considering doing the same thing, that they have an idea for an app and they want to do it and it shows it is not the quick easy solution that everyone thinks it is. I think there isa lot of people who thought I am fed up working with clients I want away from clients and have not really thought through the fact that they are replacing one set of problems for another set of problems and actually they are going from half a dozen clients to potentially thousands of little clients.

Rachel:and it is the amount, you have to account particularly if you are doing other client work as well as we are you then have to account in your schedule for a certain amount of dealing with support for instance and pre-sales queries and especially for a low price product if you spend you know what is not unusual an hour or two supporting a single customer which does actually happen that is a awful lot of your billable time used up in doing that. What we tend to find with perch is that people come back and buy repeat licenses and then of cause the support implication drops because they have already done it once.

Paul : right

Rachel:and they have worked out all the problems and they tend not to have to come back and ask more questions and of course there are a huge amount of people we never hear from at all, they get it they install it and it is absolutely fine. But for instance if someone is having, particularly in the early days someone is having problems with the server and something really weird is going on and we are trying to help them find out what is going on, because obviously it is going to be better for all our customers if we find out what the problem is and solve it in the software that can take up quite a lot of time and I think if you are really surviving on hour by hour client work you need to make sure you have got the time while you are building the customer base to afford to do that.

Paul : Yes OK well that was very interesting do you know we are a 12th of the way through the podcast everyone [cheers], which I feel is a major turning point.

Thanks goes to Shaun Hare for transcribing this segment.

Is ‘John the client’ stupid or are you failing him?

Meet John the client. John runs a reasonably large website. He is a marketeer who considers himself smart, articulate and professional. That said, he doesn’t know much about web design and so needs your help.

John comes to you with a clear set of business objectives and asks for a quote. What happens next leaves John confused, frustrated and extremely unhappy.

Explain why you are asking about money.

Before giving John his quote you ask a little more about the project. After chatting for a few minutes you ask him about his budget. A fair enough question you think. After all there are so many ways you could approach the project. Without knowing the budget it is impossible to know where to begin.

In your mind, building a website is like building a house. Without knowing the budget you can’t possibly know how many rooms the client can afford or what materials you should use to build.

John on the other hand is instantly suspicious. Why would you want to know his budget? The only reason he can think of is that you want to make sure you don’t under charge when there is more money available. Anyway, he doesn’t really know his budget. How the hell is he supposed to know how much a website costs?

Money Grabber

Image credit : Be careful not to come across as money grabbing.

John goes away determined to find a web designer who isn’t trying to screw him over. Fortunately for you all of the other designers he asks also fail to explain why they need to know about his budget and so you manage to win the project anyway.

Justify recommendations in language John can understand.

Once you have won the job you arrange a kickoff meeting to nail down the final specification. However, John is instantly regretting his decison to hire you as his worse fears are confirmed.

In his eyes you are immediately trying to squeeze more money out of him as you waffle on about the importance of usability and accessibility.

John doesn’t care about disabled users. No disabled users use his website anyway!

As for usability, surely it is the job of the web designer to make the website usable. Why do we need expensive usability testing? He is pretty sure usability testing involves expensive things like cameras, usability labs and two way mirrors.

Unfortunately you believe you have explained the issues clearly. You talked about WCAG 2 and mentioned Jacob Neilsen. You are beginning to wonder if John is stupid.

People looking confused

Image credit : Avoid technobabble if you want your clients to understand what you are talking about.

Maybe if you had talked about accessibility in terms of search engine rankings and usability testing as a way to increase conversion then John might have listened. As it is John puts his foot down and refuses to pay for any of these ‘ unnecessary extras’.

Include John in the process.

You go away from the kickoff meeting pleased to have a signed contract. However you have the feeling in the pit of your stomach that this is going to be another one of ‘those’ projects. Nevertheless you pick yourself up and dive into the design process.

Almost immediately you get a phone call from John asking if there is anything for him to see. You explain that it is still early days and that that you are not ready to present. John sounds disappointed but resigned.

A short while later you are ready to present the design to John. You are really pleased with the result. It has taken a lot more time than you budgeted for but it was worth it. The final design is extremely easy to use and will make a great portfolio piece.

Person hiding

Image credit : Stop hiding from your clients. Show them work early and include them in the process.

When John sees the design he is horrified. From his perspective you have entirely missed the point. The design clashes with his offline marketing material and fails to focus on the right selling points. Also he is convinced his suppliers will hate it and although they are not the end user, their opinions matter.

After a tense conference call you go away demoralised but with a compromise that will hopefully make John happy. You wonder in hindsight whether it would have been better to show John some of your initial ideas and sketches. Perhaps you should have produced a wireframe first.

Educate John about design.

After much agonising and compromise you are once again ready to present to John.

John is much happier with the new design and feels it is heading in the right direction. However, he does have some concern. For a start he has to scroll to get to most of the content and yet there is empty whitespace on either side of the design. He tells you to move key content into this wasted space.

Also as he thinks about his young male target audience he realises that the colour scheme is probably too effeminate, so he tells you to change it to blue.

While John is feeling somewhat happier you are feeling crushed. It feels like he is doing your job for you. The string of feedback about moving this and changing the colour of that, feels like it has reduced you to pushing pixels.

By this stage you are sure the client is stupid, and just want the design signed off. At no stage do you stop to ask John why he is requesting these changes. Perhaps if you had understood his thinking then you could have explained concepts like screen resolution or suggested an alternative to corporate blue which is so massively overused on the web.

Teacher teaching maths

Image credit : Educate your clients so they make more informed decisions.

Instead you wash your hands of the design and just give John what he wants.

Communicate with John regularly.

Now that the design is complete you turn your attention to the site build. At least John won’t care about your code. Now you can finally do things right.

Its a big job and it takes a lot of time. Even though you put too much time into the design and then washed your hands of it, you have your pride. You are not about to cut corners with the code. After all other web designers might look at it and judge you!

You work damn hard, putting in more work than you probably should do. John even managed to slip some extra functionality in at the scoping phase, which turns out to be a pain in the ass.

John on the other hand is wondering what is going on. He hasn’t heard from you in weeks. Surely the site must be read now? He decides to drop you an email asking how things are progressing. You reply with a short email saying everything is progressing nicely. After all, you never did like project management and you are sure John would prefer you building his site rather than writing him detailed emails.

John receives your email and finds himself becoming increasingly frustrated. What does ‘progressing nicely’ mean? He writes back asking for an expected completion date and you reply with a rough estimate.

The date comes and goes without a word from you. After all it was only an estimate and several complications have delayed things by a few days.

John finally looses his temper and calls you. He has arranged a marketing campaign to coincide with the launch date you and because he hadn’t heard from you he presumed everything was on schedule.

Phone with the receiver taped up

Image credit : Make sure you are communicating with your client regularly.

You try to defend yourself against John by citing the scope creep and unexpected difficulties. However, it is hard to respond when John said ‘all I needed was a weekly email keeping me up-to-date on progress’.

Explain John’s ongoing role.

By this stage the relationship has broken down entirely. You finish the work and the site finally launches. Begrudgingly John pays the invoice after delaying it for as long as possible.

What amazes you the most is that John says he is bitterly disappointed with the final result. How can that be when you gave him exactly what he asked for? This guy isn’t just stupid, he is also a jerk!

Of course John sees things differently. He came to you with a list of business objectives he wanted to achieve and the site failed to meet any of them.

He hoped that he could launch the website, see it meet its objective, and move on to the next project. Instead, after an initial spike in interest the number of users and enquiries fell overtime and the site stagnated.

Seedling being cared for

Image credit : Ensure your client understands the ongoing care his website will need.

What John did not realise is that sites need continue love and support. You cannot build it and then abandon it. John needed to nurture his website by adding new content, engaging with his visitors and having an ongoing plan for development.

If only somebody had told him.

The moral of the story.

It is amazing me how quick we are to judge our clients.

As web designers we communicate and empathise for a living. Our job is to communicate a message to our client’s users. We create usable sites by putting yourselves in the position of the site visitor. This allows us to design around their needs.

Why then do we so often seem incapable of either empathising or communicating with our clients?

Perhaps it is time for us to use the skills we have grown as web designers and apply them to our own customers.

Web design news 23/02/10

This week: Why speculative work suck, progressive enhancement explained, how to be different and should designers be able to code?

Why speculative design suck

The debate over speculative design has once again raised its head this week.

In case you are unfamiliar with the concept of speculative design, it is best described as the process of producing free work for a prospective client in the hopes of winning a project.

Many agencies (including Headscape) have long since rejected the idea of speculative design. However, it is still common practice within the web design community.

This week Andy Budd lays out his arguments against speculative work. Although Andy raises some good points I feel he misses the heart of the issue which is that speculative work is bad for the client.

A closed website

A better argument is put forward by one Belgium Agency who is currently on strike protesting against speculative work. They write on their website

Pitches use up energy. Energy an agency would normally use to provide its existing, paying customers with the best possible work. So the logical conclusion of the system as it now stands is that at some point you will become a victim of it yourself. The day will eventually come when your agency has to divert the creative and strategic energy you’re paying it for into a pitch for someone else’s business.

I put it even more bluntly in my own article on the subject

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

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

So before you next request speculative work I would encourage you to read my post on the subject.

What is progressive enhancement?

As web designers we do love our jargon. One example is the phrase ‘progressive enhancement’. I have even been known to throw the term around casually on the show with little in the way of explanation. However, I bet that a considerable number of the website owners listening (and probably more than a few of the web professionals) do not know what the term means.

Fortunately our very own Paul Stanton has provided a great analogy that explains progressive enhancement.

He explains how progressive enhancement can be seen in video games all the time, especially the big sports titles that span all of the various consoles. Each console has different capabilities with an xbox having consider more processing power than your iPhone.

Image showing the difference between the game on the Wii (left) and the 360 (right)

The result is that although it is fundamentally the same game on all platforms it is actually subtly different in terms of game play and graphics.

Paul explains that this is very similar to progressive enhancement on the web. Each browser has different capabilities and as web designers we build to make the most of what each browser can do. It is the same website but subtly different depending on the platform.

Its a good analogy that I will be using in the future because it draws on something that the majority of people can associate with – video games.

How to be different

We walk a fine line with our websites. On one hand we want them to meet user expectations and avoid making users think too hard. On the other we want our sites to stand out from the crowd and be memorable.

In a new article on the Carsonified blog Kat Neville attempts to walk that line while challenging us to move away from Cookie Cutter websites.

A particularly narrow website

The article is a challenge both to designers who tend to get caught up in the latest trend, and websites owners who are often overly conservative in terms of design. It aims to inspire with some great examples of sites that break the mould and do things differently.

Of course the suggestions are not going to be relevant to every site. You need to carefully consider your target audience to establish how far from the norm you are able to push a design. However whatever your site, it will challenge you to ask if you are just following the crowd or really thinking about design.

Should web designers be able to code?

Ven Diagram showing an overlap between designers and developers when creating HTML and CSS

An interesting argument has exploded on twitter this week and has since spilled over into the blogosphere too. The argument was sparked by Elliot Jay Stocks who wrote:

I’m shocked that in 2010 I’m still coming across ‘web designers’ who can’t code their own designs.

It would appear this was a somewhat controversial comment and led to a massive backlash from designers who do not code.

For fear of inflaming the debate further, I have to say I am amazed anybody could disagree with this statement. Admittedly not every web designer does code, however they should at least know how.

I am not going to layout the arguments for this position here. However, I would suggest you read three excellent posts on the subject…

If you happen to be a designer who cannot code, I strongly recommend you read these posts. I honestly believe you are limiting your potential and undermining the product you provide your clients.

Website owners need more than web designers

Why is it many website owners are changing their web designer even when he or she has built them a great looking, usable website? What more are they looking for?

The prevailing wisdom within the web design community is that you should specialise. However, does that really make sense? Is that what website owners are looking for? I would argue it is not.

Website owners have an increasingly difficult job. Not only do they need to provide visitors with an engaging, usable and accessible website, they also have to interact with them through social media, great content and other online marketing channels.

Think about it for a moment. The most effective online strategies consist of at least the following elements…

  • An effective website
  • Email marketing
  • Google Adsense
  • Twitter
  • Facebook
  • RSS
  • Youtube

Website owners also have to worry about…

  • Business strategy
  • User profiling
  • Competition analysis
  • Site promotion
  • Site analytics
  • Calls to action

The list could go on.

When faced with such a daunting task they do not want a specialist. What use is an expert in ruby on rails when faced with such a broad and complex set of issues?

The need for generalists

They need generalists. They need people who can advise them on the breadth of challenges they face.

The specialist argues that they can hire multiple specialists to handle these different areas. However, who brings the pieces of the puzzle together? The website owner? I would argue this is asking too much.

Large numbers of suppliers create serious logistical problems, not to mention the potential for shifting blame. Most website owners want a one stop provider who can advice them on the whole range of challenges they face.

Being a web designer in this new decade is about more than building websites. A web designer will need to have a good understanding of business practices, site analytics, marketing, copywriting, social media and more.

Admittedly those who advocate specialising encourage people to have a T shaped knowledge. In other words web designers should have a superficial knowledge of all areas and a deeper understanding of one.

Although I can see the value in this approach as a way to ensure you work well with other specialists, I do not think it will meet the needs of most website owners.

Web designers need a deeper understanding of a broader set of areas if we are to be of real value to their clients.

The alternative is that website owners themselves have to develop this level of knowledge and that is going to be difficult for anything other than a full time website owner.

How then can a web designer broaden his or her knowledge? The answer is simple – start exposing yourself to a great number of sources of information.

Broadening your knowledge

Web designers should of course be learning about the latest CSS techniques and jquery plugins. However, they should also be reading marketing blogs, business strategy books and even attending copywriting workshops.

Here are a few suggestions to start off the budding generalist…

I know what you are thinking – “I don’t have time for that.” Well I am sorry to break the news but you have picked the wrong job!

The web is one of the fastest moving industries on the planet and needs an incredibly broad set of skills. If you don’t have those skills or fail to keep them up-to-date then you will lose credibility. You need to make time.

At the end of the day it is simple. Our website owners are asking for advice on everything from design to facebook and if we don’t give it to them then somebody else will. That is the reality of a consumer culture.

188. Clearscape or Headleft?

On this week’s show, Richard Rutter, Jeremy Keith and Andy Budd join myself and Marcus for a round table discussion.

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Every once in a while it is good to do something different. This show is one of those occasions.

Spy Vs Spy Image

This week Andy, Richard and Jeremy from Clearleft came to the Barn to hang out with Headscape. While they were there we decided to record a podcast.

The show is largely unscripted and it seemed unfair to ask our team of volunteers to transcribe an hour long 5 way conversation! As a result, I am afraid we are lacking our normal show notes. I hope you understand.

That said, I can tell you we covered the following topics:

  • The differences between the working practices of Clearleft and Headscape
  • The beginnings of the two companies
  • The pros and cons of being a total service company like Headscape or specialising like Clearleft
  • The importance of passion in what we do
  • Deciding when to adopt new innovations
  • Whether locations affects success
  • Our plans for the future

We really hope you enjoy the show and we would love to hear your thoughts on the subjects discussed. Please make use of the comments below.

How to Win Pitches, Charm Clients and Get Signoff

Being a great designer or developer is only half the battle. You also need to be able to promote and sell your services, unfortunately there is little advice online about how to do this effectively.

The most common questions I get asked focuses on selling web design services and getting client approval. In short many web designers and freelancers struggle to engage with clients.

The problem appears to be so big and I get so many questions on the subject that I have teamed up with the guys at Carsonified to create a full days workshop on the subject.

Where and when

The workshop will take place on Friday 23rd October from 9AM to 5PM at the RIBA London.

We have limited the workshop to only 20 places so there will be lots of opportunities to discuss your particular challenges.

I will also be hanging around afterwards so there will be opportunity to go out and socialise too!

Who should attend?

This workshop is aimed at web freelancers, web design and development agencies and anyone involved in generating new business and maintaining and developing existing client relationships.

What Will You Learn?

Here is the agenda for the day. Hopefully that will give you an idea of what we will cover…

Shameless self promotions
  • What does not work?
  • The benefits of specialising
  • How to specialise
  • Selecting your target audience
  • Reaching your target audience
  • Demonstrating your expertise
  • How to make the most of social sites
The perfect proposal
  • How to price a project
  • What to include in a proposal
  • Should you provide speculative design?
  • When to walk away
The pitch
  • Who should attend?
  • What makes a client want to hire you?
  • How to generate confidence
  • Engaging with clients?
  • Learning how to engage
  • Making the most of your time slot
  • Dealing with difficult characters
Sales through relationships
  • Why repeat business matters
  • How to foster repeat business
Dealing with difficult people
  • The techie
  • The hard man MD
  • The price negotiator
The importance of establishing a good working relationship
  • Where it goes wrong
  • The benefits of getting it right
Changing the client/designer relationship
  • How to become the expert
  • The importance of positivity
How to communicate better
  • Speaking the clients language
  • How much does the client need to know?
  • Methods of keeping the client informed
Running the perfect kick-off meeting
  • Controlling the agenda
  • Educating the client
  • Defining roles
  • Explaining the process
Doing your research
  • Business objectives and success criteria
  • Target audiences and personas
  • Competitive analysis
Dealing with design
  • The importance of a design methodology
  • The tools of design development
  • Understanding the clients perspectives
  • Developing a site persona
Presenting work
  • When to present
  • Methods of presenting
  • Who to present to
  • Techniques for presenting
Managing feedback
  • Dealing with politics
  • Tackling committees
Dealing with difficult people
  • The existing client
  • The no clue client
  • The micro manager
  • The marketeer

How much?

So if you are interested in attending? If so don’t pay the full price :-)

The first 10 places are only £375, but you can also get a discount if you use the code: CWPB_09. This will give you 15% off that price.

If you decide to book drop me an email as I would love to chat beforehand!

Book Your Place Now!

How to hire an SEO company

It’s one of the puzzles that each and every company considering Search Engine Optimisation (from an extenal compnay) faces. Basically the question is: How do I know which SEO to choose?

To be honest there is no set answer, each company needs to consider things from its own level… but one of the most important things and it covers many factors you will want to consider is… Trust.

Trust is a strange issue to consider, not least because its based on a persons emotional being. The fact that you are a company looking to hire means that you need to have a company trust … or a sole person in charge of the decision. Trust is based on past experience in life, if you have had a “bad” childhood maybe you don’t trust many people but sometimes things just click and you do, other people may have had a great childhood and trust every person until they break that trust… everyone is different. In SEO the issue of trust is much larger than in other parts of the internet sector… primarily because SEO is not a one-size fits all solution, each company requires something different, and each SEO will offer that something different from another.

The problem with SEO companies

So consider a scenario (and this is what most companies face when hiring an seo).

You are (or your company is) wanting to hire and SEO, so you approach 4 or 5 companies asking them to tender. Each one says they will tender and submits various documents you ahve asked for. But each is different in what it says. So you ask to meet them (as you always should before hiring), and you see each company says different things, approaches a solution in a seperate manner, and ultimately they come up with different solutions to the same problem.

So now which do you choose? Who do you trust and why? Which SEO is good for you and your company? and which is bad? and most of all who should your company run away from?

5 factors to consider with hiring an SEO company

To help understand who you should choose, i’ve identified 5 factors you should be considering when hiring an SEO for your company.

  • An Open Book – will the SEO tell you what they are doing, tactics on how to approach your solution. Also do they tell you why they are doing itt, and if not do you blindly trust them? If they won’t tell you what they intend to do this is a huge red flag you need to consider… ok SEO’s will look to keep some things secret (myself included at times) but ultimately your are the client and if you want to know everything you are entitled to it! … if an SEO says something you don’t understand, and they wont explain… ask me.
  • Proven Record – check references from clients (remember not all SEOs will publish exacting details of results)… but talking to other clients is often much mroe reliable.
  • Site Improvement – sounds a bit mad but some SEOs will want to just focus on Search Engines and they shouldn’t be… SEO isnt just about being found on a search engine. SEO is actually about imrpoving conversions from the point of access as well as encouraging people to visit your site through these points of access. SEO is not a hidden trade, any SEO who wants to “work behind the scenes” only isn’t worth a penny as user experience is a key part of SEO.
  • Great Expectations – from your first meeting you should talk about “realistic” expectations, remember if an SEO says in the first month there will be a million hits extra from 1 hit a month …they are lieing… SEO is a journet and results generally don’t filter through during the first month or two… its sometimes even 4 or 5 months before results are seen… AK Designs has always lived by the mantra of Under-Promise and Over-Deliver.
  • Automation – if your SEO is automating processes generally you should be worried, unless they can prove a good reason behind it … automating processes on a website is fine and helps user experience … automating website submission to search engines can sometimes see your website being punished. Not all automation is bad but a lot is!

The art and science of SEO requires trust

Search Engine Optimisation is very much a science and art. Science because if we aren’t accurate with our numbers and coding then it will all fail and we are rubbish at SEO. Art because an SEO needs to be creative, search engines constantly move the goal posts as they strive to improve, so an SEO will have a whole bundle of ideas through which you should hopefully get to the top of the search rankings.

Trusting an SEO is like trust a friend, doctor, dentist or a member of your family. Determining whom to trust is a matter of gut instinct, recommendation and of course time. Get to know your SEO before you make any decision.

Getting to know an SEO is very important. You should ask lots of questions, both of the SEO and clients. Talk to them in an informal place (like a pub) get the SEO’s defence down and find them as a person and not the tool of a company. From questioning and getting to know them over a pint your gut instinct will be pretty much there… but there is one other thing you should consider. Honesty! An SEO will never be afraid to share the truth with you, and if they aren’t honest or trustworthy remember – theres always more SEO fish in the sea.

178. Bad Blogging

On this week’s show: We look at the harsh truths of corporate blogging, ask how luxury products can be sold online and discuss whether it is the role of a web designer to challenge a client’s business model.

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The Do’s and Don’ts of Dark Design

“Users will spend considerably less time viewing a website with a dark background than one with a light background” – When you hear statements like that you may dismiss the idea of using a dark design. However in reality, I believe there are a place for dark designs. Dark designs can look elegant and extremely striking. And although not always appropriate, there are times when they are the right solution for a site.

Screen shot from Trozo Gallery

The question therefore arises – how do you get a dark design right? How do you avoid dwell time plummeting? The answer lies in a post from Web Designer Depot entitled “The Do’s and Don’ts of Dark Design.”

The post identifies several techniques for ensuring that a dark site is both readable and appealing. These include:

  • Including more white space (or should I say dark space)
  • Ensuring text has ample kerning and leading
  • Getting the text contrast right
  • Choosing the right fonts
  • Using minimal colour schemes

The post also asks when a dark design is appropriate. The conclusion – if you require your site to appear elegant or creative. The author then goes on to show some stunning examples of both.

If you are considering using a dark design or do so already, this article is definitely worth a read.

The Content Conundrum

Sometimes I feel like a stuck record. On last week’s show I talked about Art Direction (again!) and I have also written about the importance of copy-writing many times before. This week I want to highlight a post from Boxes and Arrows entitled “The Content Conundrum.”

In some ways this article feels like a rehash of many previous posts and repeats the same old mantra:

  • Include copy editors from the beginning of a projects life cycle.
  • Do not use dummy Latin text.
  • Work closely with content providers.
  • Start treating content as important.
However, there are a couple of ways this post really stands out from the crowd.
The first is that it shows a brilliant example of where things can go wrong. It compares a signed off design comp with what was actually built. The difference is striking and one that will resonate with any designer. The amount of copy has doubled and the usability breaks down as a result.
A comparison between an approved page design and the final page live on the website
However, the most striking thing about this post is that instead of simply moaning about the state of art direction, it actually proposes some solutions that can be practically implimented by any designer. These include:
  • Look for ways to remove unnecessary content.
  • Endeavour to use information graphics and visualisations instead of copy.
  • Write some content yourself even if it isn’t perfect.
  • Seek ways to collaborate with content providers.
  • Use real content (even if it is not the final content) in visual mock-ups.

This article recognises that we are facing big challenges but instead of offering big solutions that cannot be practically implemented it suggests little changes that all designers can make to improve things.

So You’re Thinking About Becoming a Designer

I know a lot of those listening to this show aspire to be designers. If that is you check out “So you’re thinking about becoming a designer” that catalogues the responses of a number of designers, when asked to complete the following statement:

So you’re thinking about becoming a designer? If I could tell you only one thing about going into the field, my advice would be…

The answers really resonated with me and I would wholeheartedly agree with everything said in this post. They basically fall into three categories…

  • Focus on empathy and understanding problems
  • Embrace the unfamiliar to innovate
  • Be passionate

Each category is accompanied by some choice quotes and a short video from the person being quoted. My favourite quote is by Jennifer Bove who says:

Being empathetic helps designers create things that move people.

I think empathising with users is by far the most important skill any designer should have. Without it they may create something very pretty but it will serve no meaningful purpose.

Adobe AIR Apps for Designers

Our final news item in this very designer centric section is “18 Adobe AIR Apps for Designers.” As the name suggests this Sitepoint post lists 18 AIR applications that maybe useful when designing a site.

Unsurprisingly the list is dominated by tools to help with colour selection. From Kuler to ColourLovers it would appear every colour site has to have an AIR app.

Screen capture of Adobe Kuler

However, that is not the end of the list. There are also lots of other tools including:

  • Measuring tools that allow you to measure on screen elements
  • Flex tools
  • Vector editing programs
  • Image resizers
  • Image editors
  • Font tools
  • Icon generators
  • Screen capture tools

Its a great list and it is amazing to see what can be done with Adobe AIR.

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Feature: 10 Harsh Truths of Corporate Blogging

Every company in western civilization seems to have a blog these days. But are they worth it, and why are so many terrible?

Read the 10 Harsh Truths of Corporate Blogging

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Listeners feedback:

Business model advice

Ashley Hart writes:

As a web designer you come across a lot of start up companies, sometimes you can see that by altering their concept slightly they might be more successful. Is it your place to do so? would it help? or just annoy them?

Yes! Absolutely! We should be offering advice about business strategy. Clients are paying us for our knowledge of the web, not just our skills in Photoshop. That means we need to tell them if we think their business plan needs tweaking to work online.

It is also a great way of differentiating yourself during the pitch process. Clients tend to warm towards suppliers who are full of ideas and willing to work with them rather than just providing exactly what they ask for. In fact at Headscape we like to refer to ourselves as partners rather than suppliers. This gives extra value to our clients.

However, it is important to draw a line. Definitely offer advice, but ultimately it is down to the client to decide whether to accept that advice or not. Always remember that as the web designer you might not know all the fact. There can often be good reasons why a client chooses to ignore your advice and do things differently. And even if there isn’t its their business at the end of the day.

Does ecommerce work for luxury goods

Bruno writes:

Luxury brands reluctantly build online shops and are quite shy about investing in eCommerce since there don’t see any ROI. What more should they do to make real income from the internet?

The answer to this question very much depends on the product. For example, I maybe reluctant to buy a new bed online because I wouldn’t have been able to try it. However, I would happily buy a new macbook.

But it isn’t just about the product. Its also about the purchaser. Although I would happily buy a macbook online I know that my dad (who is about to buy his first) would not.

I think ultimately it is about risk. There is a higher risk buying a luxury product online because it comes with a higher price tag. There is more to lose if things go wrong. Equally, if you are missing key information about the product (like the comfort of a bed or the differences between a mac and a PC) then the risk is also higher.

Therefore selling luxury goods online is about two things – removing real risk and reassuring users who perceive false risk.

Removing real risk is relatively easy. Money back guarentees and detailed information will often do the trick. Making returns easy also makes a huge difference.

Reassuring users who perceive a false risk is trickier. Ultimately that is where the human touch comes in. Often with luxury goods it is neccessary to backup the online transaction process with human customer service. A 24 hour telephone help line is important as is email support and even live chat. Basically people need to be able to speak to a real human being to reassure themselves and get answers to their questions.

So, selling luxury goods online is not impossible. You just need to work that little bit harder.

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A Teenager's Guide to Effective Freelancing

At the beginning of August, I gave a talk titled “A Teenager’s Guide to Effective Freelancing” at a web conference called Tomorrow’s Web

Paul has asked me to write this outline of the talk I gave. I hope you find it useful.

The reason I did the talk was because I was concerned that a lot of young people in this industry are jumping into freelancing or setting up their own (illegitimate) companies without thinking much about the consequences. In a lot of ways, I was unprepared for the realities of working for myself straight after finishing my A-Level exams, and I wanted to give the opportunity for others to learn from my mistakes

Although a big part of me really enjoys freelancing, another part thinks I would have been better off if I’d gone to university, or if I’d got a full time job with an agency. Working for yourself isn’t easy, especially if you’re a teenager.

Young people typically have a poor representation in this industry, stereotyped as being arrogant and cocky, churning out bad code and designs for quick cash. But the majority of young people I know care a lot about improving the industry and the quality of work they produce.

Being young in this industry will open a lot of doors for you, but it will also be a barrier when you’re trying to win jobs because people still perceive us in this way. But if you just try and be the best that you can be at what you do, and keep your feet on the ground, it shouldn’t be a problem.

The Pros of Freelancing

You Are Your Own Boss

One of the great things about being a freelancer is that you are in charge of your own time, there’s nobody to tell you what to do, and if you fancy a day off, you don’t have to write a fake sick note.

Varied Work

Every day is different, and every project is different. One day you could be designing a website, the next you could be writing a CMS. You’re as flexible as your skills.

Varied Hours

If you’re not a morning person, you can start work in the afternoon. You can also fit it around other things, and if you want to take some time off to go out with your friends, you can reschedule when you work.

It’s Challenging

It’s a challenge. You’re constantly learning new skills, and you can adjust your work to stretch you more depending on the projects you choose to work on.

Money

You have the potential to earn a lot of money, which can’t be a bad thing.

The Cons of Freelancing

You Are Your Own Boss

Being your own boss may be a really exciting proposition, but working for yourself is not easy. If things go wrong, it’s your fault. You’re in charge of everything, your finances, all the boring admin stuff, not to mention it can also be incredibly lonely.

Varied Work

You don’t get to do what you love doing all day. Your typical day will consist of meeting with clients, doing your finances and taxes, writing proposals, and then doing whatever it is you actually work as. You have to be good at all these things, and not all of them are very interesting.

Varied Hours

One month you could have lots of projects on and be up late every evening trying to meet the deadlines, and the next month you could be twiddling your thumbs with no work lined up. Freelancers typically have to work longer and more irregular hours than people employed by someone else.

It’s Challenging

Freelancing is hard enough for an adult with industry experience, but you’re going to be learning on the job, whilst learning how to work for yourself. And if you’re freelancing whilst studying, it’s even harder.

Money

Finally, you have to think about money. If you’re employed by someone, you get holiday pay, there’s someone else to worry about your taxes, and you’ve got some protection if you suddenly find yourself out of work. With freelancing, you’re pretty much on your own. One important thing to bear in mind, and something that I’ve been struggling with, is finding somewhere to live. If you want to rent a house, or get a loan, credit card, mortgage, you’re more of a risk so prepare to be initially turned down for these things. Especially if you can’t prove your income.

Limited Company or Sole Trader?

This is your first dilemma. You have the option of setting up as a company, or a sole trader. A limited company means you trade under a name rather than as an individual, and a sole trader is basically another word for freelancer. Which one you become is something you’re going to need to work out for yourself because it depends a lot on the type of work you do, but here’s why I decided to become a sole trader. As a sole trader you don’t have to pay corporation tax so there’s also less paperwork. There’s less risk if it all goes wrong, it makes a lot of sense when you don’t have employees, and keeping accounts is a lot easier and generally cheaper. You can always make the transition from sole trader to limited company later.

Roles

As a freelancer you’re going to have to be lots of different people at once, doing all the roles that an agency would hire people to do. You may not be good or confident at all the roles, so it’s a good idea to learn the basics of all of them.

The Creative

Even if you’re a developer, you’re going to have to do a bit of design work. This covers the sites or applications that you make, right down to the stationary that you produce. The way you present your ideas and work matters, so learn the very basics of design. Read Mark Boulton’s book,

The Developer

The same goes if you’re a designer, you have to learn how code works so that you understand your work better, and client projects may demand it. Read Richard Quick’s book Web Design in Easy Steps

The Accountant

You’ll need to know a bit about finances to make sure your accounts and books are in order so you don’t get any nasty surprises from the taxman. Attend a free Business Link course on Bookkeeping and Accounts (UK only)

The Businessman

To be a good freelancer, you also have to be a good businessperson. You’re going to need to talk to clients, manage projects to make sure they don’t go over time and budget, and deal with all the legal aspects of freelancing. Attend a free Business Link course on Starting Up (UK only)

The Marketeer

You’re going to need to be a good marketeer in order to win clients. Read this article by Paul Boag on Selling your Services

Fix Up, Look Sharp

Maintain your Profile

If you don’t have one already, make yourself a personal site. Keep a blog, upload your CV, and use it as a sandbox to experiment with. Don’t forget to keep your portfolio up to date with all the work you’re doing.

Keep a Contract

Writing a contract may seem really scary, but it’s probably a lot more simple than you think. If you want to know more about what should go in it, I’ve done an article on my blog about Writing Your Service Contract

I Get Money

Business Banking

You’ll want to set up a separate business bank account to make it easier to do your taxes. Each bank offers a different deal for setting up a business account – a lot of people like Abbey because it gives you free business banking for life. I like Natwest because they’re closest to where I live, and I’ve heard lots of people say good things about First Direct who are a purely online bank which offers 24 hour phone support. Which is good if you’re nocturnal.

Startup Costs

You’re going to need a bit of money in the bank when you first start up to pay for set-up costs. This may include things like a computer, software, mobile phone, stationary, business cards and hosting.

Working out your rate

As the saying goes; time is money. If you value your time, charge more for it. The less you charge for your time, the less you appear to value it, and the less people will take your opinion seriously. A good way to find out the minimum you need to charge to break even is to use the Freelance Switch Rate Calculator. It’s really good and I recommend you give it a go.

Keep Track of your Money

You need to keep track of all the money coming in and all the money going out. This is so that you can work out how much tax you need to pay. Keep all your receipts and invoices.

Ask for money up-front

Don’t be afraid to ask for money up-front. It’s ok to ask for up to a 50% deposit before you start on the project. This means if the client cancels the project halfway through, you’re not out of pocket.

Taxes (This bit’s UK specific)

I can’t talk about freelancing without talking about taxes. I know too many teenage freelancers who are not trading legitimately, and it can lead to a lot of problems further down the line.

Why Should I Register?

You cannot call yourself a company until you are registered with companies house. You cannot call yourself a freelancer or a sole trader until you register as self employed. If you make money and do not register with the Inland Revenue within 3 months, you are trading illegally.

The Tax Trinity

I’m going to very quickly cover what National Insurance and Tax Returns are, but I thought I’d mention what VAT is since there are some lucky young people earning quite a bit of money. You only need to pay VAT if you’re earning £68,000 a year or more, although you can pay it voluntarily. This may sound like a dumb idea, but some people think you look more professional if you’re registered for VAT.

National Insurance

National insurance is something that your employer sorts out if you are employed by someone else. If you’re a freelancer, you have to do it yourself. You have to pay £2.40 a week for national insurance, and this covers things like your pension. This rate stays the same regardless of how much you earn.

Tax Return

A tax return is different. You pay this every year, and it’s based on a percentage of what you earn.

Doing your Self Assessment

I use an online app called FreeAgent. I upload my bank statements, and it works out how much tax I need to pay. It also creates invoices that I can send to my clients, and it has a big online community where I can ask questions. It’s still pretty daunting though, which is why it’s a good idea to prepare yourself for it.

Be Ye Not Afraid

The first thing you should do if you’re thinking about setting up is to call the Business Link. Just phone up and say “hi, I’m thinking of becoming a freelancer” or “Hi, I’d like to run my own company”. They’ll then send you a business pack, and you can go on free courses that will help you set up. The free courses are also perfect networking opportunities, because you’ll be in a room with people who are all setting up their own business, and will most likely be needing your services. You can also get grants and vouchers and free pens, so give them a call and see what they can offer you.

Mistakes To Avoid

Charging too little

In my experience, the majority of young freelancers charge far too little. Not only is this bad for you, but it is bad for this industry. It gives a misrepresentation of the value of our services.

Offering too many services

You don’t want to try and offer lots of services, because you’ll end up being mediocre at everything. I see a lot of young freelancers offering print design alongside web design, SEO and backend development. These are all completely different things, and to be really good at any of them, you need years of experience in that field. So stick to offering one service.

Taking on too much

Never take on more work than you think you can handle. While I was studying, I took on a fair bit of freelance work, and ended up burning the candle at both ends. It affected the quality of my schoolwork, freelance work and my personal life (which I didn’t end up having a lot of that year!)

Referring to yourself as “we” rather than I”

This one annoys me quite a lot. If you have a professional website for your work and it’s just you, do not refer to yourself as “we”. People don’t care if it’s just you, what they care about is the quality of your work. And if they find out it is just a one-man band, and you’ve been giving them the impression it’s more than that, they’ll think you’re being dishonest.

Linking from your professional site to your non-professional Twitter profile

The Internet is a powerful thing. Don’t badmouth clients on Twitter. They may be watching you, and prospective clients may be as well. Be kind to the hand that feeds you.

Not having a contract

Not having a contract when I started was probably the biggest mistake that I made. Because of your age and lack of experience, people will try to take advantage of you. If you don’t write a contract, clients can run away without paying, and there’s not much you can do about it. They can then take the work that they haven’t paid for, and sell it to others and make money off it. Not only does a contract protect you, it makes you look more professional.

Awesome Tips

Business Cards

Keep some business cards handy at all times. You never know when you’re going to need them.

Buy a laptop instead of a desktop

I recommend you get a laptop instead of a desktop. They’re a bit more expensive, but you can take them to client meetings, do work on the train, and if there’s a sudden powercut, you don’t lose half an hour of work.

Backup to the cloud

Make sure you backup all your work. An external drive is a good idea, but it’s no good if it’s in the same place as your computer. You should keep them separate in case they are stolen or your house blows up. I use Dropbox which saves my files to the Internet every time I make a change. It also means if I log onto a different computer, I can still access all my files. It’s free up to 2GB, and also lets you share files between other users. Much better than emailing big files to clients.

Get a Skype Number

To save a bit of money, get Skype, which lets you make phonecalls over the Internet. I didn’t want to give my mobile number out to clients because they will call very early in the morning sometimes, so I got a Skype number. This is just like a normal landline number (mine’s a London one), but it calls your Skype account and clients can leave answerphone messages.

Useful Resources

Freelancing Applications

University course finders suck

I see a lot of University websites and the one area that consistently fails to deliver is the course finder.

Higher education is one of the biggest sectors Headscape works in. I have been involved in producing user interfaces for many of HE websites and have reviewed many more. It is a complex sector with significant challenges. However if I could address just one, it would be the inadequate course finders on most Higher Education websites.

Why the course finder matters

Let me start by defining what the course finder is. A course finder on a University website is the mechanism by which prospective students selects a course.

Think about that for a minute. A course is the primary ‘product’ that a University ‘sells’. Without courses there would be no students. Without students there would be no money and therefore no University.

Yet judging by the investment made in most University course finders, it would appear that many institutions fail to grasp this fact.

Sure, the course finder isn’t everything. Traditionally many prospective students will order the printed prospectus. However, this is changing. Increasingly prospective students are turning to the web as their primary source of information. Also there is a significant cost saving to be made by moving away from the printed prospectus.

You could also argue that prospective students use a lot of other criteria when selecting an institution. This is true, but these days students are largely funding their own education. As a result they behave more like traditional consumers where the product matters more than additional ‘benefits’.

However you look at it, the course finder is the single most important feature on most University websites.

With the course finder so obviously a key component it is hard to believe that it could be failing. However, it is.

Where the course finder fails

I am aware that a title like “University course finders suck” is a strong accusation, even if written somewhat tongue in cheek. However, I do believe there are some significant problems that need addressing. These fall into three areas:

  • The page mentality
  • The broadcast mentality
  • The copy and paste mentality

Let me explain those rather cryptic descriptions.

The page mentality

Users are increasingly expecting web applications to behave like desktop software, rather than traditional web pages. Unfortunately most course finders I encounter feel like they were built in 1999. While other web applications make use of technologies like Flash and AJAX to provide a faster and more interactive user experience, course finders are typically slow and page based.

Example Course Finder Page

The user is forced to navigate a series of link intensive and text heavy pages, before finding information on a single course. There is no ability to compare courses, filter results or receive course suggestions. Instead the course finder is treated like any other page of textual content on the site.

The broadcast mentality

The current crop of prospective under graduates are a generation that has grown up with social networks and value peer to peer recommendation over top down advertising. They do not trust information supplied by institutions and companies, preferring instead the recommendations of their peers. They are used to websites that facilitate this community recommendation model such as Amazon, Facebook or iTunes.

Screen capture of the rating functionality in iTunes

Unfortunately most institutions actively discourage peer to peer recommendation. Marketing departments fear what would happen if they lost control of the message and academics shiver at the prospect of having their courses rated by students. Instead they continue using a broadcast model where the content is controlled centrally and prospective students have no sense of how reliable the information is.

The copy and paste mentality

The problem is not just confined to the reliability of the course information provided. It is also to do with the quality.

In my experience much of the information about an individual course is lifted directly from the printed prospectus. In turn, that copy has been provided by individual faculties, schools or course leaders.

In some cases the original copy received has been checked for spelling, grammar and inaccuracy. Rarely is it edited to add personality and ensure consistent tone. However, even if the prospectus copy is beautifully crafted and expertly written, that does not mean it can be copied to the web.

It is not enough to lift copy from the prospectus and paste it online. The web is a very different medium and needs to be treated appropriately. Copy that maybe entirely appropriate offline can come across as cold and impersonal online. In addition, users read web copy differently to print. There is a need to aid scannability and condense text, to make it easier to digest.

Flickr community guidelines

In short most course finders feel uninspiring and out of date. While other sites are creating copy full of personality, empowering users to provide feedback and creating a desktop like experience, course finders feel stuck in the past. Why then is such an essential tool being neglected?

Why the problem exists

As with any large organisation the blame does not lay with one individual. In fact if you are reading this post, you are probably already aware of the problems I am outlining. The problem lies not with individuals but with the culture of the institution itself.

A large part of the problem is one of inertia. Although most institutions have tweaked their course finders to work with a new technology or to accommodate a new design, nobody has ever been given the job of addressing it properly. That is largely because nobody sees it as their responsibility. Addressing something as important as the course finder needs cooperation across departments and somebody with the authority to push changes through.

Of course Inertia is not the only problem. Higher Education institutions also have a responsibility to make their websites accessible. Highly interactive applications that make use of Javascript, AJAX and Flash are often perceived as inaccessible and with good reason. If you look at the majority of high profile web applications they are incredibly inaccessible.

However, the biggest boundary to modernising the University course finder is without a doubt time and money. Internal web teams are almost always overstretched with their time spent updating content and dealing with support queries. Rarely do they have the opportunity to think strategically, let alone undertake a rebuild of this scale. Their focus is on triage, not long term health.

Now as somebody who runs a web design company that specialises in Higher Education, you might expect me to suggest outsourcing. However, that is easier said than done. Demonstrating a need to finance a rebuild of an application that appears to be working adequately can be hard. Most senior managers will not grasp the benefits of upgrading the course finder.

Is this article therefore pointless? Am I simply pointing out a problem that cannot be fixed? I certainly hope not. I believe that with the right approach it is possible to push through change.

How to fix the problem

Lets begin by dispelling the accessibility misconception. Just because a lot of web applications are inaccessible, does not mean they have to be. The key is to build the application to work as a traditional page based site first. Once that has been done, Javascript can be added to intercept links and cause the application to behave differently. This article is not the place to explain the technical details of such a technique (known has HIJAX). Sufficed to say it makes Javascript driven web applications considerably more accessible, even with Javascript disabled. There are still some problems for Screen Reader users, however it is even possible to overcome these.

The real challenge to overcome are not accessibility but inertia and investment. How do you convince management to invest in upgrading the course finder?

There are two keys to success – Show and Tell.

One problem you face is managements inability to picture what an improved course finder would look like. Unlike us they do not necessarily use the web on a regular basis. It is therefore important that they can visualise the possibilities.

One option is to build a prototype. This would be the preferred approach because it best represents the final product. However, as we have already said internal web teams are overstretched. It maybe that the work can be completed out of hours. However I recognise this is not always possible or fair! Another possibility is to mockup some designs and wireframes that demonstrate how a revised course finder might work. Although not as good as a prototype, if accompanied with examples of working web applications, they can often be adequate.

Although a demonstration will prove impressive, it may still not convince. Management may not grasp the ramifications of what they are being shown. It is therefore necessary to explain the benefits so that investment can be justified.

Fortunately, when it comes to upgrading the course finder this argument is extremely compelling.

An effective, dynamic course finder is a powerful tool in differentiating yourself from the competition. It gives users the perception that your institution is progressive, relevant and dynamic. However more importantly, if it includes peer to peer recommendation, it also creates the perception that you are open and honest. Even negative comments have a positive effect because they adds credibility to the positive comments and to you as an organisation. Users can trust what is being said by an organisation that does not censor negative criticism even on its own site.

Social tools also create a greater sense of engagement with prospective students. Establishing a relationship with prospective students is a key component in encouraging them to attend your institution.

However, most importantly an improved course finder will be easier to use. This will enable more students to find the right course for them. Many students suffer from choice paralysis, overwhelmed with the number of different courses and the options open to them. A well built course finder will be able to guide them through that process and connect more ‘customers’ with the right ‘product’ for them.

Of course in reality management may not be so easily convinced. Fortunately that is where statistics come to the rescue. Monitor dropout rates from your course finder. Add a poll to it. You may even want to test improvements to the system using A/B testing. All these approaches are more weapons in your arsenal.

Conclusion

It is important to stress that I am not proposing changes to the course finder simply to ‘stay current’. This is about creating a more effective business tool. A tool that can facilitate helping potential students find the right course for them. Making this connection is almost certainly the most important role of a university website and yet in most institutions it is a wasted opportunity.

177. Back in business

On this week’s show: Paul and Marcus talk to Brett Welch about the business of web design, and Paul chats with Ryan Taylor about creating a buzz.

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Twitter post: Decided I like the boagworld podcast much more when @stanton and @ryanhavoc host it. Odd.

Oh right, I see! I’ll get my coat!

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News

The web font showdown

There has been a lot of exciting developments in the world of embeddable web fonts. It doesn’t look like it will be long before having custom fonts on our websites will be a reality.

We already have the likes of Cufon, which appears to be a huge improvement over the flash based sIFR technique. We also have Jeff Veen’s Typekit coming soon. This promises to give us access to a large number of fonts using nothing more than CSS font-face and some Javascript.

However, this week has also seen clearleft’s announcement of Font Deck, a direct competitor to Typekit. The rumour is that it will differ from Typekit because it will not rely on Javascript. Exactly how this will work is currently unclear. There is also a possibility it will use the same kind of caching approach Google Code offer for Javascript libraries. If it does this will significantly improve the perceived download speeds of fonts.

Although Font Deck is arriving a little late to the party, ultimately it will come down to who has the best selection of fonts. Until we know that there will be no clear winner.

That said, judging by an article on Think Vitamin, Typekit looks pretty impressive. The article demonstrates how Typekit will work and I have to say it looks very straightforward. Unsurprisingly for an application developed by Jeff Veen, it is incredibly well designed. However, it is not perfect. The demo page associated with the post shows a significant delay as custom fonts are loaded. Until that is complete the user sees a web safe font. Unless they seriously ramp up their server capability this delay could get even bigger as the popularity of their service increases. This might possibly be the opportunity that Font Deck needs to leapfrog their competition.

Moving design forward

Web design has come a long way from the grey backgrounds and blue and purple links of just a few short years ago. But where do we go from here? That is the topic tackled by Jennifer Farley in “Art Direction: Taking Web Design To The Next Level.”

As you will guess from the title, Jennifer’s answer is Art Direction. Art Direction is (among other things) the process of bringing together design and content. This is something sadly lacking in modern web design. Most websites are designed with little understanding of what content they will finally contain. Design is built around a series of templates integrated into a content management system. There is little customisation of the design to work with the content of each page.

Jennifer shares some examples of sites that endeavour to move beyond the template mentality and introduce real art direction. They are definitely worth looking at as they will inspire you to move beyond template design.

Jennifer’s article is not the only post that encourages a change in our approach to design. The other is a post from 37 Signals entitled “Stop following directions and start designing.” This post encourages designers to view feedback from the client as suggestions rather than solutions. The author writes…

When you’re getting direction from a client, manager, art director, etc., it is easy to fall into the mode of just following instructions. You get so caught up in getting it right that you forget to keep thinking about the problem.

Of course it is totally understandable to take the ideas of those that pay our bills as gospel. But we should also be reminded that those same people hired us for our expertise.

That is easy to say when you work for a company that does not have clients! That said, it is good advice and worth taking on board.

Being persuasive

My favourite post of the week is “50 Scientifically Proven Ways to Be Persuasive.” Although not strictly to do with web design it provides a lot of advice that can be applied when trying to nudge users in a certain direction.

For example one of the techniques suggests personalising the herd effect. The herd effect is used regularly on websites as a way of nudging users to complete a particular call to action. For example it is not uncommon to see ‘popular products’ on ecommerce sites or ‘average donation values’ on charity sites. This is because we tend to be led by the crowd. If somebody else did something then we will too.

However, the post suggests taking this step one step further  by personalising the message. It cites an example from a hotel change…

The hotel sign in the bathroom informed the guests that many prior guests chose to be environmentally friendly by recycling their towels. However, when the message mentioned that majority of the guests who stayed in this specific room chose to be more environmentally conscious and reused their towels, towel recycling jumped 33%, even though the message was largely the same.

So instead of refering to popular products you would say “other users who bought this product also bought this”. This is a approach also used regularly by ecommerce sites like Amazon.

This is just one example from a massive list included in this post. It really has a wealth of knowledge that is applicable to almost all aspects of web design from information architecture to copywriting.

Continued confusion over HTML 5 and XHTML 2

The last few weeks have been full of discussion about HTML 5 and the demise of XHML 2. There seems to be a lot of division and confusion over what designers and developers should be doing. Should we be abandoning XHTML 1.0. and moving to HTML 4? Should we try and adopt HTML 5 even though it is in draft? Its all very confusing and I have to admit I’ve felt unsure myself.

Fortunately there are some very clever chappies giving out excellent advice. Jeremy Keith has written an excellent post on the subject, as has Bruce Lawson. Drew McLellan has also contributed some interesting points to the discussion.

The problem is that it is all pretty turgid stuff and a bit of pain to wade through. The good news is that you don’t have to. Brad Colbow has saved us from this pain by turning the whole discussion into a very easy to follow (and bueatifully designed) comic strip.

Extract from the comic strip

SO, if you want to know whether you should be closing your tags and whether you can start supporting HTML 5 now, then pop over to smashing magazine and take a look.

I won’t ruin the end, but I will say you won’t need to change the way you code.

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Interview: Brett Welch on the business of web desgin

Paul Boag: So joining me on the show is Brett Welch. Good to have you on the show.

Brett Welch: It`s good to be here.

Paul: Thank you for agreeing to do this on very short notice. Because I didn`t notice your talk. We`re still at Future of Web Design. I`m still interviewing people here. You’re going to get bored of me saying that cause I’m doing loads of them. I didn’t notice your talk on the line up so I almost missed you entirely and I didn’t hear you either. So I haven’t heard what you said. But I’ve had lots of people come up to me saying you are interviewing Brett right? He’s really good. So you obviously went down very well. Which is a good thing.

Brett: That’s a good thing yeah.

Paul: Because I missed it what did you talk about?

Brett: Okay. I talked about how designers can go beyond pushing pixels and start to create more effective website for their clients. So I talked about the business end of web design. Which you know a lot of the time gets ignored at conferences like this.

Paul: Sure does.

Brett: And I think it’s really important. Cause that’s where the money flows into their pockets. So when it comes to actually getting the client on board and that process. That’s a really important part that I thought needed talking about. I talked about how designers can do that and I used and acronym called BUSTA and I put a bit picture of Busta Rhymes up there because if you’re into rap and hip hop you’ll know the guy. Not that he’s had any hits recently. As far as I know. BUSTA stands for talk Business. Understand why they want to go online. Talk stragety. Talk business targets and set an Action plan.

Paul: Okay.

Brett: So there’s the B-U-S-T-A. Or in one sentence you can say. Businesses Understand Strategy Tactics and Action. So all together it sorta works as sort of a nice little coat hanger for your thinking. And the idea really is to start off by talking about a clients business. What do you do? How long have you been doing it? How do you sell what you sell? Sort of getting into the business owner’s mind a bit. I think that’s something that you need to do to set the tone of what you are going to talk about. It’s not about a pretty website. It’s about having something that actually is effective for the business owner. The next thing is really understanding what they are trying to achieve. That’s important because you may need to dial up their expectations or dial down their expectations.

Paul: Okay.

Brett: Sometimes people if they’ve read a few blogs. They’re thinking that they’re an expert. They’re thinking that they can take it to the next level really easily. Sometimes you need to slow that down a bit and say hold on. You’re not going to be Amazon overnight. You need to take it slow. Other guys are going to be a bit timid. I don’t really know much about bespoke stuff. That’s where you need to hold their hand a bit. Guide them to understanding how exicted they should be. So the next part is strategy. I made a big point about the fact that strategy is not dirty word. It’s really just about connecting the dots between their website and their business. It’s about understanding how you can achieve the goals you want to achieve. Through their website. The main thing about stragety is really helping them understand what they can achieve. and showing them how they can achieve it with concrete targets. That’s what where T comes in. T is your targets. There I think you need to set 3 to 5 concrete targets business targets that actually relate to things like revenues and customer leads. Things like, not traffic. I actually made a point of saying not traffic. Traffice doesn’t mean anything until you understand what your conversions are like. It’s great to say 1000 people came to my website. If you’re not actually getting leads out of that. That are captured in some sort of database or if you’re not making money out of the sales. It’s an empty number. Then finally was action. So you need to set some short, medium and long term goals. A plan. The tools. The what and the how really. How are you going to get there? I think that was a rough overview of what sort of B-U-S-T-A is all about.

Paul: Okay. So what are the benefits of using this kind of approach. As a freelancer say. Why do I need to worry about this kind of stuff?

Brett: I think that even the process, if you look at it from the other point of view, from the business owner’s point of view, it’s still an important one to go through. A lot of people don’t realize that you probably need a marketing plan for your website. Because how else are you going to get people to view it? It’s just like opening a bit store. You need to put in the same amount of effort and ongoing effort to get a result. So I think the why is really more effective websites. If you think about what you’re doing in a business oriented way what’s going to come out the other end is going to be a much more refined and polished representation of what you want to achieve. It’s going to work better for you. I think you get from a freelance point of view you get less arguements from clients. They say I don’t like that blue and you can say well that blue will get you better conversions.

Paul: Right so you’re going back to the stuff you established.

Brett: Exactly. You established already so you can link it back. Obviously you need to have a valid point. You can’t just make things up.

Paul: Well you can try.

Brett: You can try. The real key thing is you can close arguements off by, the silly ones anyway, saying ‘hey look this is better for these reasons.’ Trust me.

Paul: The way we often talk about it is it moves aways from personal opinion of like I don’t like this colour to well this colour comes out of this set of things that we agreed up front.

Brett: Exactly. It’s drawn from this business goal. Then the other ones are you get repeat business because you’ve set that action plan. You’ve got long term and medium term goals that they’re going to link back to you. So once your first sections done and they sort of say ‘This is working well.’ Then they go who’s the next person to talk to? Obviously the same person cause you’ve had them actually plan.

Paul: It’s interesting we went up to a pitch on Tuesday and it was for a small little job, a design job, and we went through this pitch and we outlined what we do. We got to a point in the pitch where we said ‘But if this is as far as you’re going to go don’t hire us.’ If you’re only looking in short term views of this immediate project then we’re not the right people for you. But here’s where we think you should be going over the long term. And I think ultimately that’s really beneficial. It means that your going to get that long term business that you’re talking about.

Brett: Absolutely. People want to know what’s next. I think being able to answer that question ‘What’s next?’ is really a key to making them come back to you when it’s time to implement what’s next.

Paul: How far do you think you can go on that line? We do a lot of work with public sector clients I remembe sitting in one meeting when they wanted to establish a 5 year plan for the website. Which to me seemed unrealistically far ahead. How far do you go with things like that?

Brett: If you can imagine 5 years ahead I think congratulations. I think that’s great. The main thing is not so much how far you can think ahead. I think it’s really the exercise of thinking ahead that is most valuable. Whether it’s a 6 month or 12 month or a 2 year or a 5 year plan. However far you can get that’s great cause you probably have a fantastic imagination. Right now Twitter is big in 5 years who knows what it’s going to be?

Paul: Exactly.

Brett: You can work those into your plan. It’s great to sort of skecth something rough out for as far as you can think ahead. I think it’s the exercise that makes the, it’s the process that makes it more effective and more polished. The outcome just becomes more effective in the wash.

Paul: What you don’t cover in that B-U-S-T-A analogy is, you don’t talk about user testing and user feedback as a tool to convince clients to do a particular thing. I’m guessing that’s part of your process as well.

Brett: Well I think that’s really important. It’s not specifically part of B-U-S-T-A cause usability…

Paul: Yeah it would ruin the whole…

Brett: I think that when you talk about two things Targets well three things Strategy Targets and Action. Those last two, if you’re going to achieve the targets you want to achieve then that’s where you need to, and the action plan, doing that testing and doing that side of things is a really important part of making sure you can achieve those goals. I’m a big fan of usability testing and I read your article on ThinkVitamin. What was it?

Paul: I don’t remember. I write so many of them I get confused.

Brett: It was like cheap usability…

Paul: Oh yes I remember that.

Brett: That was like fantastic and I like tweeted it. It’s the sort of thing that I’ve definitely fit in and the actions and the targets. Because targets are about conversions and actions are about how are you going to get those conversions. I think usability is really a big part in working out those conversions. It’s like supermarkets. They have the aisles and they put the products in the right places because they want the kid to scream about the cholocate at the last minute. It’s all well thought out and on a different level it is usability. It’s arranging things in a way so the client behaves in a way, or the customer behaves the way you want them to behave. So I think it’s an essential part of the process. I didn’t fit in talking about it.

Paul: You can only fit so much in.

Brett: That’s for sure.

Paul: It was very impressive that you did it in only 10 minutes. Obviously there are real benefits to using this approach in regards to convincing clients of stuff as we’ve already said. You know you can say well we’ve gone with this colour because of these reasons etcetra. Do you think there is also a value from a sales point of view in terms of up selling yourself and giving yourself more credibility and value?

Brett: Absolutely. That was final point that I didn’t manage to get to about why you’d follow a process like this. It’s simply higher profits. What I’m saying is nothing particularly new or ground breaking. It’s really just a simple process that helps you get your head around these things. So that you’re able to more effectively how valuable what you do is and basically end up with a more effective result which sort of is a feedback. If you do something, if you sound like you do something well you do something well. Then it sort of feeds back and they’ll tell their friends and it’s sort of a marketing for yourself. So I think that having that process really is just about being able to up sell and justify. The problem that we’ve got right now and I talked about this briefly in the talk as well, is that design is becoming a comodity. People view design as a comodity. That’s a real shame. It is about up selling. It’s about selling yourself, the value you have and effectively communicating what you do. In a way that puts you in the right light so that people are willing to pay the money for it.

Marcus: It also makes you seem like more of the expert.

Brett: That’s exactly it.

Marcus: We actually tell people who say we’re not doing this obviously we feel this is the right thing for your business to take this kind of consultative approach but it benefits us as well. We tell people upfront it’s a benefit to us as well. And they’re like oh okay I see this is helping everybody.

Brett: Yeah that’s right. I think there is two things, one of the key questions we have right now that every freelancer has to ask themselves is are you worth it? Are you worth your cost? I think the two things that are worth it are strategy. Being strategic and being an expert because experts know things that you don’t. If you can get both of those things into your pitch then whatever you do you’ve already put yourself on a different platter. I think that’s where you really, and we tell this to our designers, we have a large community of resellers for GoodBarry and we tell them all the time, we have training sessions, we always talk about making sure you really lay out what they want to do, how they want to do it, and link it back to their business so that they can really put themselves at that expert level and justify the price.

Paul: I think there is also an issue here of the fact that clients like to be reassured. That when you’re buying from somebody you want to be reassured that this person knows what they are doing.

Brett: It’s about trust.

Paul: Having a methodology and an approach that you work through and has all of the different things that you just outlined. I think gives you, it gives clients that reassuring feeling that these guys know what they are doing. They’ve got an approach and they always use this approach and are comfortable with that.

Brett: I think that it’s not just about the followig the process by wrote necissarily. It’s about, or each design or freelance person or agency has their own specialties. I think at a broad level you can follow it. But there are some parts where you may dig deeaper because that’s your real expertise area. These processes are meant to be used and bent. Adapted to whatever your situation is.

Paul: So where do you think the time is to start talking about these processes? Is it once the client as signed on the dotted line? You take them through or do you encourage people to be talking about this even at the pitch stage.

Brett: I think at the pitch stage. When you’re pitching you need to demonstrate, not necissarily tell them the name of your process what your following, the methodology. But start to go through the process and say look I want to talk about your business so lets do that. Then I want to understand why your going online. Then I want to talk with you about strategies we can use, and targets that work for you. Then we’re going to talk about how we’re going to achieve this. Just by setting out that roadmap I think you’re already putting yourself miles ahead of everybody else who’s gone right to what sort of colours do you like? I think right in the pitch stage. You don’t want to go into too much detail. I think you have to strike a balance between showing them that you know this stuff really well and that you can really help them achieve these things but also leaving enough behind the fence so that there is something they’re actually going to pay for. That’s the trick is that balance. I would always fall more on the side of making friends with the client and sort of making them understand the process and how great they can be. How effective they can be. Rather than holding too much back.

Paul: I think the other benefit talking about this, I don’t know what your attitude is towards this but, it’s actually quite a good arguement agains speculative design work as well. If you’re in a position where your talking to a client and they’re asking for speculative design you can almost say well in a way this isn’t the time to do it because I haven’t understood your business. We haven’t set targets. We haven’t got a strategy here. So you can take them through the logic of why it’s too early for me to start putting designs in front of you. Is that something you’d agree with?

Brett: Totally. I’m not sure what our official company stance would be. I don’t think we’ve really talked about it. On principle I definitely agree. In our reseller training we teach stuff like that. I would have to say that I, yeah I use 99designs as an example.

Paul: Oh that’s where Ryan’s comment. I heard Ryan’s comment right at the end.

Brett: I said designers if you want to see we broke it down we had millions of designs and millions of dollars put in there and you crunch the numbers and it works out that every design that is gone and done is worth $2.80. That’s lower than minimum wage. You can go work at McDonald’s and do better than that. I think that, yeah I’m not a fan personally of speculative design. I would generally say and what we teach our resellers as part of our training is saying don’t go with that. We want to go in and understand the business. Make sure that you get your head around what they want to do because your work needs to reflect that.

Paul: I realize I haven’t asked you about GoodBarry at all. What do you guys do? I haven’t come across you before.

Brett: We have a platform for running online businesses. When you’re going online these days business owners want to be able to run their website. Email marketing is more and more important. Selling products and hooking into Paypal and things like that is harder than it needs to be. Behind all that, having a CRM database that you can track your customers and save them in a central place when they sumbit a webform or interact with your site however they interact. We’ve got a platform that does all of that.

Paul: Wow!

Brett: Our system does everything that’s in sort of that realm. It’s great for web designers because they’re able to actually create any design and put it on the system. Use all of that functionality without doing any programming. So that’s sort of what we sell. We have a reseller program. That’s why we’re here. We get designers on board to become resellers of our product. Basically they use the product they get comissions. They get a whole bunch of training from us about how to make more money and how to, pratical training. How to be a reseller. We not only take you one as a resller we want you to be able to add value to your clients. And give you some ideas about how you can do that.

Paul: Interesting business model. Well thank you so much for coming on the show. That was really useful.

Brett: That was really fun.

Paul: It’s nice to hear some other people saying the things we rant on about week in and week out.

Marcus: That’s what we rant on about all the time.

Brett: Yeah I saw your talk at FOWD in New York.

Paul: Educating Clients to Say Yes.

Brett: It really struck a chord. It’s like this is what I am talking about. I think we’re definitly on the same page.

Paul: Excellent.

Thanks goes to Curtis McHale for transcribing this interview.

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Listeners feedback: Creating a buzz

Paul: So we’re going to do something a little bit different for the listener feedback section today and it’s come about because I was chatting with Ryan Taylor via IM and he asked a particular question and I nearly turned round to him and said “Ah, you can pay for one of my consultancy clinics for an answer to that question” but then I thought that might be a bit tight of me of me, so instead I thought, lets talk about that on the show because it’s a really good issue to discuss and its a different way of doing the listener feedback and I think we’ll probably do it with some other people in the future as well. So I have Ryan on the show, hello Ryan.

Ryan: Hello Paul.

Paul: Oh I’m so honoured to meet you, your the guy that does that podcast aren’t you?

Ryan: I am, I’m the one who makes sure it doesn’t sink like a lead weight.

Paul: It’s so exciting, I feel quite in owe of this amazing super start that I have on the show.

Ryan: *laughs*

Paul: Can I have your autograph?

Ryan: Of course, you’ll have to come up here though, I’m not coming down there.

Paul: That’s a bloody long way to go isn’t it? Can’t be bothered with that.

Ryan: Aye, you have us come down there often enough.

Paul: Yes this is true.

Ryan: *laughs*

Paul: But you live up north, it’s dangerous there.

Ryan: It’s not.

Paul: There’s wild animals and thugs and things.

Ryan: It’s all rumour and hearsay.

Paul: I see it on the news all the time.

Ryan: If you weren’t such southern softies you’d be alright.

Paul: And also isn’t there loads of pollution from the factories chucking out toxic gases and stuff.

Ryan: Yeah well you see though, if the ice caps melt and we flood, your going to go first because we’re higher up than you.

Paul: That is true. Yeah but whenever I think about the north I always have this image of a post apocalyptic barren waste land anyway so it’s all swings and roundabouts.

Ryan: That’s Scotland, you’re going too far north.

Paul: *laughs*

Ryan: *laughs*

Paul: Anyway, it’s really good to have you on the show. I actually listened to last weeks show which was sold waffle but very entertaining none the less.

Ryan: Well we try our best.

Paul: *laughs* It was good, I really enjoyed it. I particularly enjoyed the horrendous swearing after the outro music.

Ryan: Oh, Anna’s just so good at all the editing she does, it was constant throughout, I really feel sorry for her.

Paul: She worked hard on that one.

Ryan: I had to ring her up an apologies personally for that one.

Paul: *laughs*

Ryan: *laughs*

Paul: Yen, we were chatting on IM and you asked a question do you want to share what you asked? Or what the issue was?

Ryan: well, erm, as you know I’ve been recording my own series of video interviews called please start from the beginning and you were the first person I interviews.

Paul: ah, it was very boring. Have you started editing them down yet? Or have other people been more concise?

Ryan: they are getting long

Paul: oh shit really.

Ryan: I think Dan Rubin holds the record at 50 minutes

Paul: flip me!

Ryan: well has also been the most interesting interview, has also received the most hits and the most traffic.

Paul: really?

Ryan: yep, everybody likes to hear Mr. Rubin waffle

Paul: I Marcus should be pretty good when you get to do him because of his whole pop-star career.

Ryan: he keeps putting me off you know…everybody I can get hold of his the hardest one to nail down. I’ve been asking him since the weekend in June and I’ve done 10 interviews now and I just can’t nail him down.

Paul: So the basic principal of the show is that you ask people about their past and ask them how they got where they got.

Ryan: Yeh, its nothing technical it’s something a little different in that I want to know what people do now, what their job title is is the first question I ask, Because I think it’s interesting to hear about what peoples different job titles are because there are so many different bearings of the same thing in the industry. So I ask that first and discuss what they do now, and then ask them to go back to the beginning as per the title of the series and take me through their career path. All the experiences they had all the lucky breaks they had, achievements and so far it’s working out really well.

Paul: Cool

Ryan: Yeh, people seem to like talking about themselves.

Paul: yeh, it’s funny that. So as we were chatting, do you want to say what your question was, what was it you were getting at, what was it you wanted from me?

Ryan: the question was how can I kind of advertise the series a bit better, how can I get more people watching it. The uptake so far has been really good, I’ve had some really good feedback and people are kind of linking to it and spreading the word a little on twitter. But for a lonely guy like me with less than 400 followers it’s hard when I tweet and you’ve only got potentially 400 people that will see it. You know the number of people coming to the site is good it’s better than I’ve ever had, but I’d like more people seeing the videos and commenting and just spreading the word. Someone like yourself with 9000 followers it’s very easy for you to spread the word about thing and I was wondering how you built your way up with Boagworld? If I do something similar, starting from the beginning.

Paul: yeh, I think this is a problem most people have they’ve got some particular website or application or service that they are offering and wanting to build up a bit of a buzz. I’m not that high up the food chain if you compare me with Mr Carson or some of the guys over in America who seem to find it very easy to create buzz and excitement about products. But I guess I’ve picked up a few things that have worked for me. I think the first one is struck me is patience, you know you haven’t been doing it that long have you?

Ryan: Well no, not too long. So far we’ve released the 8th video and it’s been steady. The kind of traffic interest has been steady level, it’s not like a huge, it not going up every week. You know we release Monday and obviously get a surge of traffic on a Monday as everyone comes to visit. That tails of towards the end of the week and then the next Monday we get another surge of traffic and I suppose there is going to be more traffic with more interest of people who are more in the public eye. Like Ryan Carson for example. There will be a spike in traffic I would have thought. But everybody just seems to like everybody which is quite interesting. So it seems to be the same every Monday, there seems to be the same amount of traffic coming to watch that video. Despite whom the person is.

Paul: well that to some degree might be down to be how much the person interview is actually pimping what you have done. You’ve got a good model in the sense you’ve got a situation where your interview well known individuals which works really well as a technique because if they do mention it and push it themselves then it’s going to drive traffic to your site and hopefully get people hooked on the other ones. Erm, but ye hi mean that’s only kind of part of the equation actually. To be honest it was a long time before I actually saw much traffic on Boagworld at all. I mean I reckon it was over a year before I got much over the 400 / 600 subscriber numbers. So it was a long long time before anything really happened, you just really need to keep plugging away and releasing regularly and often. You’re on ITunes now aren’t you?

Ryan: yes, I finally got the series on ITunes and the uptake of that has been pretty good as well, you know people jumped on that straight away and that’s slowly increasing which is nice. Yeh searchable on iTunes and please start from the beginning.

Paul: this is sounding like a massive big plug for free start from the beginning; on the other hand it is also useful stuff for other people because other people are on the same kind of position. We’ve given one tip which is produce content which has got expert whom has a big following, because they are going to talk about it which is a good thing. I mean the other thing that I think a big part of it is, is your own reputation aswel. That (erm) it’s easier for me, if I launch something new … I don’t know let me say I started a new podcast or website it will be relatively easy for me to create some buzz around that because I’ve already got 9000 followers on twitter, because I already know other people and friendly with names that will actually promote it themselves, If I ask them too. So your own reputation matters quite a lot as well and your building up quite a good network of people you know, and don’t be afraid to ask those people to pimp it a little bit. This is where your really going to see the pay off from all the conferences and meeting and chatting with people. Because you’ve become a name that people are aware of, so there’s another tip. Take the time to build up your own personal brand and reputation and attend conferences, because people will take more of an interest in you. Take this week clear left have realised font-deck, now because it’s clea

Ryan: left that’s done it they’ve had far more publicity than some other web app that has just been launched, does that kind of make sense?

Ryan: yeh, yeh, absolutely. Erm I suppose it’s a bit like anything, your reputation again takes time doesn’t it. (

Paul: yeh) I have this slight fear of ramming it down some people throats, I want people to come visit the videos and participate without really feeling harassed into doing so. (

Paul: mmmm) So I don’t want to be tweeting all the time about it and things like that. I’ve been looking at some people who retweet and nearly everybody i’ve interviewed tweeted to say there is an interview there. So if and when people see that tweet they tend to click through, it’s for people who maybe miss that tweet. It seems to be that twitter is the main thing that is driving traffic to my site for my series, and I was wondering if there was anything else I could be doing to advertise it and get people to find it naturally?

Paul: That’s the trouble isn’t it with twitter, something will get missed because you’ve just got this stream of stuff. I think there are a few things to say on that before we move on to other things you could do. Erm, I will actually tweet about something multiple times but I will subtly different ways ok. So for example I will initially (say in your case this video) then later in the day I will I maybe quote some of the comments have been made on the video. I will refer back to it a couple of days later, you know i’ve been pleased with the level of traffic or whatever. Just in order to bring it up a few times so that’s one thing that I do. The other thing is pick your times for actually tweeting about it, and that’s where something like using bit.ly like where you can track traffic is really worthwhile. Erm, because that enables you to kind of monitor the different links that your tweeting out, and notice which time of day gets the best level of traffic for you. So for example in my case I know that if I tweet around about between 5 and 8 in the evening UK I will get the most click through on whatever I do. And the reason for that is the people in UK have just finished work and are at home having their T and are checking twitter whilst they are there. They’ve got time to look at stuff, but yet in America that are following me are just waking up and are around now and their traffic is added to it in addition. So thinking about when you twitter is quite important as well.

Ryan: well that’s interesting because i’ve been releasing the episodes around about 11.30 just before lunch so people could watch over lunch if they wanted to.

Paul: yeh but that doesn’t particularly support the American audience and that is a big audience. I mean you’ve been interviewing people in America as well so I think it’s more important for you (

Ryan: mmm). The other thing you might want to do is, the people that speak that you’ve got coming on the show I presume you write to them and email them when their show goes live…or at least you should do (

Ryan: yes I do). Right include in that the embed code, in case they want to put the video on their site, because that then enable them to have some content, it’s easy and quick to put up on their site and will give you more exposure. And it’s on their blog so it’s permanent, rather than twitter which disappear in time, so that maybe a good way of doing it. (How else can I do build buzz) I mean the other part of it is building the community as well. That is at the moment you’ve just got the early days, and you’ve got visitors (

Ryan: yeh) rather than actually a community. For example I now have people that come back to my site whatever I post. So I mean you want to look at building up that community in the comments and the stuff like that. You want to give people the opportunity and making people feel involved in it. So you do that by saying “hey who should I interview?”, or “what questions should I ask them?” erm, encourage people to put comments on the video maybe ask them questions in order to encourage that commenting. That’s always a good thing you can do. And then of course in addition that as well maybe run a competition where you get people to write in and suggest themselves, why you should interview them not just interview web celebs. Interview some ordinary designers as well, people that have been in the industry from the beginning but aren’t necessarily well-known names. So anything to kind of draw the community together, because once people feel like they are involved in you know Boagworld or from the beginning, once they feel like they’ve got an ownership in then they will start to promote it themselves and that’s where word-of-mouth recommendation really comes in because people are really enthusiastic about it.

Ryan: ok that’s a good idea; I have been trying to contact and target people not necessarily big. I know the majority of people i’ve been interviewing are web celebs i’ve been trying to get all different kinds of people and different kinds of profession in the industry. So I’m trying to get a copywriter and a journalist for industry, and all the different people and their takes on the industry and how they ended up getting involved in it. To try and get as much of a diverse catalogue of people as possible. So ye hi like that idea of getting people, because as you say people don’t have to be a web celeb or a big speaker or a speaker or an a-list person to have an interesting story of what they have been doing. So yeh I like that.

Paul: The other aspect to this is looking for influencer’s o those are individuals that have a big network and a lot of influence. Going back to say twitter for example a lot of people go on about you’ve got 9000 follower or 12000 followers or whatever. But actually the number of followers is less important than erm who is following you. And if you can kind of get at and influence (no wrong word) if you can get certain key influencers to mention your product or service or website then they will reach a much bigger audiences o for example you take someone like Jeremy Keith as a good example of this. His number of followers is actually less than mine yet the people that do follow him are in turn big influencers themselves, so he’s as much of a big influencer if that makes sense?

Ryan: yeh, it’s kind of quality over quantity

Paul: yeh, exactly, totally. Erm, what else? (Mumbling) could you do? … I mean the main thing is just a time thing it has to be said, you just have to keep plugging away being regular posting, not giving up on the project because a lot of people do that you know, especially with blogs. They do it for a while and they give up because they aren’t getting the returns they want out of it. And you know maybe try writing for things like smashing magazine or sitepoint or the webdesigners depot and write about career paths that are relevant to that what it is your doing. The guys at smashing magazine are always looking for new articles because they have this beast that needs feeding on a daily basis. I know you’ve tried to write some stuff for .net mag but I have to .net mag isn’t the best place to start because they are monthly publication which means they can be a lot more picky about what they have in. Also they are very reliant on big names, while you don’t care about the name it’s about this particular product. And actually have got less of a reach (fewer subscribers) than something like smashing magazine or webdesigners depot so I would try and go to write for some of them.

Ryan: mmm that’s another interesting idea, the whole idea from this series stemmed from the fog around job titles and you know how people just kind of pick a name for themselves, like yourself web strategist (

Paul: chuckles, yeh) you know it’s so ambiguous all the time and that’s where people starting out in the industry. That’s what it started off as; people don’t know what they want to be because there is no kind of defined roles.

Paul: that’s what we spoke about on last week’s show.

Ryan: absolutely that’s really where this started and that why I started putting this series together so the series is great that it’s self promotion of myself. But it started off from an interest and it still is, and I’m enjoying doing it because it interests me knowing about other people’s career paths and that’s why I like it. I want to interview interesting people that don’t necessarily have to be hugely popular people. So ye hi like that idea about writing about them, I think that will be the natural progression when i’ve got a few more interviews and bit more raw data to work with. An article about career paths will be something in the pipeline.

Paul: I mean the back log of material really important as well (

Ryan: yeah) , because I mean i’ve got people that start from show one that are still working their way through, and obviously that increased the number of hits and visitors, because people are going back episode after episode. The other thing you’ve got to think about which is the big problem that I had which is the one of getting it transcribed so that its good from a search engine point of view as well as an accessibility point of view. But you know that’s a big old challenge doing that until you’ve got a community like I’m fortunate enough to have that are helping out and supporting it, it’s really difficult to do that.

Ryan: absolutely.

Paul: but anyway I think at that point we ought to wrap it up else this will be the longest show ever recorded, but hopefully there was some useful stuff in there for you and other people. Giving you a little hint at how the consultancy clinics work.
I think I may like to do this again so if you have a web project or you want some advice on something whatever it is then write in to [email protected] and once in a while we’ll pick one and do an interview like this. What do you think good idea Ryan?

Ryan: yeh really good idea I think people will find it useful.

Thanks goes to Andy Kinsey for transcript this listeners question.

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175. Collaboration

On this weeks show: Ryan and Stanton take the helm, we interview Simon Collison on client collaboration and answer your questions about improving your design skills

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How to design a portfolio site

First up is a two part video series on Carsonified.com called “How to design a portfolio site” in which Elliot Jay Stocks shares his advice and experience. If you’re a freelancer, you know how important your portfolio is to your business and these 2 30 minute screencasts are filled with useful information such as:

  • The three key concepts that make a portfolio site
  • How to build great case studies to reinforce your expertise
  • The ultimate portfolio checklist
  • How to use narrative theory to strengthen your portfolio
  • How to take your design from Photoshop to HTML and CSS
  • How to integrate your design into a CMS like WordPress
  • Lots, lots more.

I’m also going to give a slight plug here to my co-host Ryan, as he’s just published a video interview with Elliot on his site havocinspired.co.uk where he asks Elliot about his career and how he got where he is today. Both definitely recommended viewing!

I’m also going to give a slight plug here to my co-host Ryan, as he’s just published a video interview with Elliot on his site havocinspired.co.uk where he asks Elliot about his career and how he got where he is today. Both definitely recommended viewing!

A/B testing and microcopy

Paul talked about microcopy last week and another article passed my way which further highlights just how powerful microcopy can be and how A/B testing can help to improve your calls to action. Dustin Curtis performed an experiment over the past few months where he tested a specific call to action on his website which prompted people to follow him on twitter and measured the number of clickthroughs various versions generated.

He started with the statement “I’m on Twitter.” Which led to a 4.7% clickthrough rate, then switched to a command “Follow me on twitter.” which resulted in an increase of 55%. He then went on to try a stronger personal command “You should follow me on twitter.” which increased even more and finally added a literal callout “You should follow me on twitter here”.
Overall, the clickthroughs increased by 173% showing just how much of an impact microcopy and A/B testing can have on your site and it might be something you want to look into.

Did Digg and YouTube just spell the end of the Internet Explorer 6?

Sometimes I sit back and wonder what life would be like without IE6 and the whole world is sunny, I sit in a lush meadow with my laptop, coding away without a care in the world… If only.
Every so often someone sets their sights on IE6 and declares war, most of the time we scoff, knowing IE6 has too many troops to be defeated, but two new armies have stepped into the ring, and they’re big armies at that. Digg.com and YouTube have both recently announced that they will be taking sides against IE6 sometime soon. This was highlighted in a blog by Chris Heillman.

A post on the Digg Blog shows that they’ve been researching the situation for quite some time, monitoring the reduction in IE6 use and weighing the number of visitors using the browser to the costs associated with developing specifically for it.

Admittedly, the audience of Digg might be slightly biased towards a more tech-savvy crowd, so these results might need to be taken with a potential overdose of salt, but it’s encouraging to see a fairly large outfit taking the time to research the situation and I’m sure that they’re not going to shut off support completely, but concentrate their bells & whistles on the newer, more capable browsers leaving just the content accessible for IE6.

YouTube have already started showing a message to IE6 users saying that they will be ‘phasing out support for their browser soon’ and recommending the user to upgrade. Chris points out this might not be as impressive as it first seems as 70% of YouTube’s traffic is from embedded media.

He also points out that both Digg and YouTube are social web sites, which are normally blocked by the kind of organisation which forces their users to use IE6, so the true impact of this news remains to be seen.

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Interview: Simon Collison on client collaboration

Ryan: OK, joining me today is Simon Collison. Hello, Simon.

Simon: Hello, nice to be here.

Ryan: And we’re here at the Future of Web Apps tour in Leeds, and you’ve just done a talk this afternoon, it was a very good talk, I really enjoyed it.

Simon: Smashing, thanks for that.

Ryan: And we thought it would be really good for our listeners to just cover a few of the things you talked about in that talk. Now your company, remind me your company name.

Simon: Er yep, Erskine Design. Or Erskine if you’re looking to impress, I think. Not quite sure where to stand on that.

Ryan: Where did that name come from?

Simon: It is, I think the origin of it means ‘upon the knife’, which is quite interesting. So, obviously, it’s a place in Scotland, it’s also an old saying and if you tweak it or someway, in this day and age, it means upon the knife, which we quite like for a design and development agency. We often feel as if we’re on the knife. So, it works quite well.

Ryan: Cool. And you started off your talk by telling about your biggest disaster, which I thought was quite interesting, but you were quite open about it and that was the Vanilla Pages.

Simon: That’s right.

Ryan: Just for the benefit of us listeners, would you like to tell us what the Vanilla Pages was, is…

Simon: Sure, definitely past tense, um yes. The Vanilla Pages was an idea that was brought to us and we worked on that for a client team, so it’s very important to stress that; it’s not our disaster, as such; we may have facilitated it. Basically, the Vanilla Pages was an idea for a web app that fitted a perceived niche in the fine food and drink arena. THe idea for the Vanilla Pages was that is was a 24 hours a day, 365 days a year tradeshow. Suppliers, wholesalers, buyers kind of creating links and making connections and finding new sales opportunities. On the face of it, we thought this was a good idea. Also, Erskine had only just begun, so we were looking for new and interesting clients and we met with the client we thought they had some good ideas and we spent some time discussing what the process would be. Now, obviously this was 2 or 3 years ago and our process is very different now – very well honed – but at the same time we had enough experience as a team then, we were kind of discussing the need to understand the audience, really get to the bottom of this niche and find out: “What do people really want, will they use ‘X’, will they want to do ‘Y’ abd so on”. And initially, it was like “Yeah, this sounds great” and we signed everything and we began work and instantly we found that our suggestions were being thrown out. There was very little room for us to use our experience to make suggestions and say: “have you thought about this?”, “why don’t wet a focus group together, why don’l;t we ask some retailers some questions” and so on. And as I showed in the presentation today, we then started to receive incredibly detailed and colourful Excel documents, pretty much telling us everything we needed to do, every nuance of the user experience was being dictated. Now, we’re not fools, we stood up for ourselves and we illustrated many warnings but it didn’t really happen and we continued the project and we launched it. It received quite a lot of advertising and it failed. And so, yeah, today I introduced the presentation with a video that was created for it and then proceeded to rip that video apart.

Ryan: Which was quite amusing.

Simon: And used that as a basis for everything else.

Ryan: I know that Ryan Carson’s been recording the talks, I’m sure that will appear on there.

Simon: Excellent. I’m sure this will come back to haunt me. I’m expecting an email from that client in the next few weeks.

Ryan: But you telling us about that site set up the entire theme for your talk, which was collaboration and the process of collaboration with your users and you came up with some, a list of points, a process that you kind of went through which; the first one was collaborate and then research and then… Can you just take us through that process?

Simon: Yeah, sure. I mean, to address the point of collaboration, I think, a point I made today was that it’s a collaboration across all kind of boundaries, so on one hand it’s the design and development team itself. So, to quickly summarise that, and this will be old news to many listeners, but essentially, the designer can talk to the developer; the project manager or, heaven forbid, account manager knows as much as the designers, the developers and so on; everybody is aware of every aspect of the project, or as much as possible. This gets away from that production line approach and allows the developer (to use labels here) to dictate, or suggest ideas, to the designer, and so on, because he or she is armed with enough information and understanding, through the process, to feel that they can contribute, that they’re not going: “I don’t know if this is relevant, but…” why not make the suggestion? So, a lot of collaboration within the office, if you like, if it’s an app for a client, then obviously look to collaborate with them as much as possible, so it’s not just a one-way process, so as many opportunities for focus groups, workshops, talking to stakeholders, investors, whatever that might be, and key to that, the intended audience, which was the main point today, as well, to collaborate with them from the earliest stage as best possible. In terms of the process, yes, collaborate at the top, it’s more of a reminder, through the process. So, we looked at things like research, prototyping, testing, rinsing and repeating that process really. If there’s an agile approach to what’s happening, then you know, there may well be a product launch, then loop back and go through the thing again. Yeah, and to summarise there again, it’s, we were talking about whether it’s waterfall, agile or a fast sprint. We wouldn’ make that decision until we’d spoken to the audience and we’ beginning to get an idea of what they might need, or how best to pitch this website or application.

Ryan: Which, I find quite interesting, because I seem to get the impression that, as a company, you don’t have a set process, so you basically, you know, a new client comes in and you’ll look at the audience and then you pick whether you’re going to through an agile process, or a waterfall process, whereas, you know, we hear a lot about, you know: “you must use agile, agile, agile, agile” or, you know: “waterfall’s best, waterfall’s best” and you seem to, you referred to it actually as: ‘Organic Collaborative Process’

Simon: Yeah, absolutely. I mean, it is very difficult to, in most situations where there’s a client involved, you need to respond to an RFP, or some kind of brief, you need to reach an agreement over what’s going to be done before they’ll say yes, we’ll give you ‘X’ amount of pounds and we’ll build this together hopefully. It’s very difficult to say “take a leap of faith with us, we will put some of the pieces together, shortly into the process, we need to find out more first, and get under the skin of what you want, what you’re intended audience might want.” So, that’s quite tricky, some of the greatest things we’ve worked on have been based in that leap of faith and we’re taking one as well, working with a client sometimes, you know. We’ve learned that it doesn’t always work out as it might look and they take a leap of faith with us. I guess a lot of it is, kind of, proving through previous work and illustrating how that process worked. So, it sounds a little trite and I never want anything to sound arrogant but a level of education, I think, commissioning for the web is difficult for a lot of people. If we can help them understand what they need to do and how we meet in the middle and how we collaborate then, you know, we’ll do everything we can, because that’s a great foundation for the project.

Ryan: Maybe slightly off the topic of collaboration, but do you price differently for different processes, so whereas agile’s much more extensive than just a waterfall method. Would you look at the project, pick which process you want to use, and would you price accordingly, depending on how thorough the process is, or do you look at a project and, you know, just price it the same across the board.

Simon: Yeah, that’s a killer question. It’s the… First of all, we try and be as flexible as possible and again that comes back to that leap of faith situation. There may be a ballpark figure involved early on. The ideal situation is that, if it’s a pitch, for example, we would kind of get the go ahead, if we’ve been fortunate, without having to be too specific. Hopefully, the illustration of our process and what we’ve done previously, and what we’re aiming to do can be enough. That is difficult. If the approach is going to be typically agile, it’s obviously a very different beast to a waterfall process, where you can pretty clearly define, you know, we’ll do A, B, C, D, we’ll end at Z – job done. With agile, who knows, because exactly how many kind of releases might there be? What’s going to be involved after the initial launch? So, very difficult. As a team, we democratically discuss everything, everybody is involved, and again collaborates on how we approach a potential job. Like a lot of people, and I’m sure there’ll be plenty of people listening who’ll empathise with this, we’ve burned many times, so we are extremely careful about it now. So, no set answer. We work with whatever flexibility we’re given.

Ryan: OK. Moving slightly on. You talked about logovisual thinking and these weird disk things

Simon: Yeah

Ryan: Which you looked to have lots of fun with, you put pictures up and everything and you want to just tell us s little bit about that?

Simon: Yeah, sure. The product itself is, yeah, LogoVisual Thinking, I couldn’t even begin to tell you why it’s called that.

Ryan: It’s the ‘logo’ bit, I can get ‘visual thinking’, it’ the logo bit.

Simon: Yeah, I’ve no idea. Maybe Mr Logo invented it, I’m not sure. That would be a great name. The URL, I’m pretty sure is logivisual.com, in fact, it is and they produce loads of products. I’m not affiliated with them in any way, I should make that clear, but I do wax lyrical about this stuff. Essentially, they are magnetic hexagons, but they also do all kinds of shapes and different tools and I think they’re really, they’re used a lot in business. You can just imagine the dry management meeting: “come on everyone, we’re going to imagineer for the next half an hour” and they’ll break these things out. It’s possibly easiest for people to think along the lines of Post-It notes, or using something like that. A classic example where we would use them is we would get a stakeholder or workshop team together and a few of us and we find that there are people in the room who are contributing a little less, you’ll have, you know, Johnny Smartpants who knows everything about Web 2.0 and he’s throwing all these ideas in, and there are some other people and you think “I wonder what they’ve got to contribute”, so give them a pen and a pile of magnetic hexagons and then give them a, let’s say, for simplicity sake, “list all the kinds of user you can foresee using this product or website” Go into detail, rather than say ‘government’, talk about specific roles, you know, what kind of people within a government department might use this thing and why. They all go away and, because there’s no pressure, the write whatever they want. We bring that together and then we’ll look at grouping these items in a particular way. The example I used today was audience grouping. We prefer to work with a broader brushstroke than the typical user persona, so you’ve got Johnny or Mary who, you know, Johnny does this, Mary does that, she knows about this but not that etc. Sometime we, and⁄or the client, forget exactly what Johnny’s supposed to be, we have to go check so with these tools, we’ll take everything that people have contributed and we’ll group them into 4 or 5, maybe, audience groups. We’ll then label those groups and then they will be in our minds throughout the process. So, for example, we’ll have a hierarchy, it might be that it’s a government site, it might be there’s a certain kind of user is ‘Hierarchy1’, a certain kind of group is ‘Hierarchy2’ and so on. And the outcome will be, we will do some lo-fi diagrams and look at where typically would somebody from this audience group arrive; what might might they do while they’re there; and, vitally, what action might they take, what might be there outcome, what do we want them to do. So we use these LogoVisual tools for things like that. Essentially we just have them around as whiteboards and they’ll be around for a project, we’ll move them around on the boards, because they’re hexagons you can group them beautifully and, yeah, I mean, have a look at logovisual.com, there’s some good ideas on there of how people are using it.

Ryan: And you talked about having a project space in your office, didn’t you, which you brought this picture of a, really impressive actually, all these things stuck to your walls and everything.

Simon: Yeah, it was. Well, that particular example was from the Erskine.com redesign, so we really did go hell-for-leather on that one. Yeah, we’re fortunate to have quite a large office space I’m not bragging there because it’s got no heating, single-glazing windows, it’s freezing, it hasn’t got enough plug sockets, it’s kind of rubbish, but we love it, and it’s a creative space.

Ryan: It’yours.

Simon: It is ours, which is wonderful, although we share with an idiosyncratic, little illustrator called John Burgerman, who’s gradually spreading himself through the office, but we love him. So, yeah, we set aside an area of the office, if there’s a spare computer, we’ll stick a computer in the middle, so we can access online information, but really it’s offline scrapbooking, so you know, we print out typefaces, we rip this out of magazines, classic stuff, as we produce wireframes, or any kind of, you know, back of a cigarette packet sketches, whatever they might be, or source material from a client, maybe, we just throw it all in this space. It acts as a constant reminder, so if you’re scrapbooking in a flickr pool, or, what is it, LittleSnapper, or something like that, that’s fine, but it can e difficult to share and it’s a bit out of sight, out of mind. With the project space it’s just there, and you can keep adding to it, and if you’re stuck for inspiration, 2 or 3 of us might, rather than just discuss this idea over Skype or, as you do when you’re in the same room, sad as that is, or sort of face to face at our desks, we’ll wander over to the project space, where we’re kind of surrounded by the project, and delve in and add to it, tear things up, I don’t know. It works for us; if you’re a remote team, and you’ve got people in different locations, it’s maybe not so good, but it’s a nice idea, and I think people like Clearleft and Mark Boulton, people like that, I’ve spoken to them and I know they do a similar thing. It’s just a, it’s a tip, but it doesn’t work for everybody.

Ryan: You talked about community and you had to rush through that a little bit, because your talk was overrunning, could you talk to us a little bit about that. Again you had bullet points of trust, and brevity and things like that. Could you just take us through what you were covering there.

Simon: Yeah, sure. Yeah, half an hour’s never enough really.

Ryan: It flies by, doesn’t it.

Simon: Especially when you waffle, like I do. Terrible – you should see me after a few pints, actually no, that’s a bad idea. Yeah, basically we have, they’re our kind of, what would you call them, they’re like little waymarkers or points to observe throughout the process, so through that early collaboration with the audience or the client, we’ll define some key aims and objectives, but they’re usually project specific, but I certainly believe that there are a number of conventions, if you like, or almost courtesy items to be aware of, when you’re looking to create a community around a website, so you mentioned trust, that’s something I really think is important, especially where you’re asking people to submit their own information, share information and kind of confide in the site, in a way, so it’s very important that the user feels safe, secure, this isn’t just a fly-by-night website. I don’t know why there aren’t more Web 2 applications that essentially fish, you know, imagine if flickr ended up being, you know, all that stuff and that was all going to be used in a way we didn’t understand. You need to build that trust. So we’ll look for certain devices, we might fall out with a client over their choice of a URL, because if they’re a business to business organisation, you don’t want something jokey. Also, who’s behind the site, are there humans behind it and how can we bring them into it, can we get them to write dome kind of introduction, can we make them visible, can we make them contactable? So, little things like that. And then other items on the list were classics such as, you know, brevity with content, making things easy to find, I’m sure that’s relevant, regardless of the subject matter, and so on.

Ryan: OK. You also mentioned having a features roadmap during the process of developing your site, do you want to explain why that’s benefit?

Simon: Yeah, I rushed through that as well, didn’t I? Basically, we often find that, if the first meeting with a client or, you know, if we’re building something for ourselves, grandiose ideas, you want to kind of do everything and I think it’s very important to bring simplicity into whatever you do it’s a bit of an obvious thing to say when it comes to responsible design, but at the same time, you know, 37 Signals and other companies have talked about this stuff for years and I think many of us have learned from it. Essentially it’s what are we going to do; when are we going to do it, sometimes it falls in very smartly with the agile process; what do we know about the audience, in terms of what we can throw at them and when. So, we obviously favour starting small. I was talking to somebody after the presentation about low expectations, take that the wrong way and it sounds quite negative, but I think, you know, it’s just putting the bar somewhere where you can reach it. I think it’s a very negative thing if you launch a site with all the bells and whistles in the world and then end up retracting too much after launch. I think it’s natural that some things will change and some things may be removed, but if you kind of visibly change your whole plan, because you haven’t thought it through, I don’t think that’s very healthy. So yeah, it’s defining a roadmap, as we call it, and probably others do as well, where we essentially outline what we’ll do, when and try to stick to that, but ensure it’s malleable, so as we learn more, we can rethink it, think let’s wait on that and the way we reflect that with the client, as well, in a more tangible way, is we try to get rid of all the sort of, the Basecamp noise and whatever other channels are in operation, reduce a project down to it’s deliverables, so we will have, I guess establishing a, if it’s not too pretentious to say a narrative to the project, so there’s point A, and there’s lots of things to click, on be they kind of sitemaps or research findings, through to batches of wireframes or comps or prototypes and whatever. We find that, in tandem with that roadmap thinking, kind of illustrates what we’re trying to achieve and when, and I think it can be reasonably easy for a client to buy into that, so it’s a case of OK, so, I guess it’s what you say and then backing it up, so proof as you go along. So that leap of faith is, kind of like, yeah, you were right. So, that seems to work quite well for us.

Ryan: Great, and you got everybody excited right at the end of your talk by showing them your ‘Ultimate Package’ [Laughs]

Simon: Yes, ladies

Ryan: That must sound very odd coming over a podcast

Simon: I’m sure it does, yes my ultimate package. OK. It would be really unfair of me to take credit for this, I do like the idea of conventions in web design and development, whether it’s navigation and using the word ‘About’, ‘Contact’. I think there’s plenty of other areas to create and do exciting things. Personally as a web user, I like certain constants. So, those kind of conventions I love. In terms of actually building websites, we use a lot of them in our development process. So, for example, when we start a project, we actually start building it, whether it’s a prototype or even if we’re just experimenting, we have a folder that we iterate, we’re on version 1.9 of our Ultimate Package at the moment, and we just drag it onto, we just FTP it.

Ryan: Like a template?

Simon: Yeah, basically. Responsibility for this goes to whole Erskine team, but specifically Greg Wood, our lead designer who is, kind of, the custodian of this thing so he’s very passionate about it. It’ll be up to Greg whether I’m able to share some or all of it with you all eventually, I don’t know, and I’m sure other people have their own versions. So, for example, you will have, in the Ultimate Package, some JavaScript files, the latest jQuery, some stuff to control certain functions and some JavaScript to help with IE6, PNG transparency, whatever it might be, and then a cascade of CSS files, so our main screen.css, with some basics in there, reset.css, our own version of Eric Meyers Reset CSS, and things like a scratch file, so if one of the, one of my colleagues wants to do some work in the CSS, they do it in their own file which cascades in, so, you know, Greg or somebody can approve it or ditch it, withough it really having any great affect…

Ryan: I like that. That’s a good idea.

Simon: on the main stylesheet, if you like, again that’s something that Greg’s introduced and we all find that really useful.

Ryan: Yes, that’s a good idea, I really like that.

Simon: And there’s a few other bits and pieces in there as well. The beauty of it is, if you start working, you want to start working fast, the external JavaScript, CSS and so on, is already linked up, so you can throw a function in very quickly, without thinking: “oh, I must, why is it not working? Oh, I’ve not called it in the <head> of the document” No, it’s all kind of there. You remove stuff as you go along, but it’s there. And there are things that help us with ExpressionEngine builds and a few rules in there as well, so that we’re all on the same page, if you like. If I’ve not worked on a project at all, the person who might have led it is on holiday, the client calls and they’re in a panic, I go into the code and I start looking for certain conventions: I know there will be a ‘Contents’ at the top of the main stylesheet, I can “Ah, 10.1, scroll down, find the flag for that” So, it works really well.

Ryan: And if we’re very, very lucky, we might get a chance to get a sneak peak at it?

Simon: I’ll have to speak to Greg. I’m really, I love the spirit of sharing.

Ryan: [Laughs] Greg’s baby.

Simon: Yeah, I don’t know if I owe him any more beer, but I’m sure that will be involved.

Ryan: It’s a good idea for people to think about and if they’re going to build their own anyway, I like the idea of a scratch file.

Simon: Yeah, just use your own, you know, your own conventions, if you like. I love the spirit of sharing in this community, especially we saw it through web standards, and everything else. I’ve really benefited from people sharing this kind of stuff, so, you know, hopefully we will. I’ll keep you posted.

Ryan: If not, there’s some ideas.

Simon: Yeah, I’ve already been asked today to write about how we go about producing it, so even if we don’t share the actual ‘Ultimate Package’.

Ryan: So, keep an eye on your blog or Twitter feed and that should be it?

Simon: Yeah, either myself or Greg will probably put something together at some point about that.

Ryan: Fantastic. OK, Simon, well thank you very much for taking the time.

Simon: It’s been a pleasure to be on boagworld.

Ryan: Thank you very much.

Thanks goes to Simon Douglas for transcribing this interview.

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Listeners section: Improving your design skills

David Smith

I’ve a question for you regarding how to improve my design skills in order to further my career.

I’ve been working professionally in the web industry for just over a year now. My current role involves web page design, web page development (XHTML & CSS) and some work with server side code.

Of these three aspects of my job I much prefer designing. Having listened to the feature of “Surviving the Recession” and hearing you telling us to specialise I feel that I would like to become primarily a web designer. However, I have no formal graphic design qualifications (my degree was in Music and History!), and although I have produced numerous successful websites for clients I don’t feel my skills are developed enough to compete with true pros like yourself!

Could you or any of your team/contacts offer me and others like me some advice on what I could do to improve my web design skills? I have considered courses but can’t seem to find any that fit my requirements.

I’d really appreciate it if you could take time to answer this question as I’m a big fan of the show and it would really help me to further my career.

Good question and I have to admit it’s something I often think about myself. I think a lot of it boils down to how you personally approach learning and seen as everyone is different this is probably going to turn out as quite an ambiguous answer, so I’ll go through some of the steps I use and have used in the past.

Learn how to use your graphics program, properly!

Personally I’m a big Photoshop fan, some people prefer Fireworks or various other graphics programs, it doesn’t really matter the principle is still the same, learn how to use them properly!

I’ve found that it can often be easy to think of a design in your head but converting that idea into Photoshop can be difficult if you don’t have a solid understanding of how to use the software. Equally so you can often find that your ideas are limited to your understanding of the software you’re using and as a result your work suffers.

Read books

And when I say read books I don’t mean for you to burn your brain out reading the Photoshop Bible from cover to cover (worst book I’ve seen for photoshop by-the-way, black and white images in the a graphics software book???), I’m talking about a good reference book. Pick a tool to learn an read that section.

I can personally recommend Ben Willmore’s Photoshop CS3 Studio Techniques (there is a CS4 version of the book but I’ve not read that one), which is about half the size of the Photoshop Bible, packed with tons of example images (in colour) and the explanations are concise but informative.

Watch examples

Video tutorials are cropping up everywhere these days and I love them, what better way to learn how to use graphics software than to be shown.

Lynda.com is a great place to have a look at as well. Short bite-size videos 3-5 mins on average that show you how to use the software through examples. It is a subscription service but you aren’t tied in for any length of time so you could simply pay for a month and watch as much as you like.

Challenge yourself

Its difficult to improve your skills without have a goal or objective, sitting down and saying “Right I’m going to improve my design skills” rarely works, you need to challenge yourself however you also need to be realistic. I’m not saying you should take on a huge blue-chip client and attempt to turn around a top class design as a challenge. Start small, push yourself and build upon your skills gradually.

Experiment

If you’re inspired by a piece of design work then try and figure out how it’s done, dissect it, try and learn how to achieve a similar effect, but obviously don’t rip it off!

You’ll find that the more you practice achieving various effects the more comfortable you’ll feel about taking on more adventurous projects which in turn will contribute to improving your skills.

Courses

Course are a tricky one because you have no idea how beneficial they’re going to be until you’ve paid your money and sat through a few lessons.

I went on a 10 weeks, intermediate to advanced Photoshop course a good while back and in all honestly I didn’t learn anything that I hadn’t already picked up from elsewhere.

Perhaps there are better courses out there? If you’ve had a good experience leave a comment in the show notes.

On the other hand you typically get a certificate or something to show for you effort which can go on your CV.

Conclusion

As I say everybody learns in different ways but the most important think to remember when developing new skills to just do it, learn and apply, take on projects that allow you to push yourself push yourself, do something different and try something new. You may be surprised with the results.

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173. UX

On this week’s show: Paul talks to Leah Buley from Adaptive Path about user experience design and Marcus provides some advice on warranties and other legal stuff.

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Housekeeping

I just wanted to mention the Summer Camp that Carsonified are running on the 20th and 21st of July in Bath. Its a free ‘get together’ for students or web entrepreneurs looking to discuss web start-ups. Sounds like it will be an interesting gathering and with numbers limited to only 8 places there will be lots of time for addressing individual problems. Check it out.

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News

XHTML 2 is dead, long live HTML 5

The big news this week is the W3C’s decision to stop development of XHTML 2 so that more resources can be put into HTML 5. In a statement the W3C said…

Today the Director announces that when the XHTML 2 Working Group charter expires as scheduled at the end of 2009, the charter will not be renewed. By doing so, and by increasing resources in the Working Group, W3C hopes to accelerate the progress of HTML 5 and clarify W3C’s position regarding the future of HTML.

Although I am no expert, this strikes me as a good decision for two reasons. First, the two ‘flavours’ of HTML was causing confusion. The overlap between the two was significant and they lacked distinctive roles. Second, HTML 5 has gained significant momentum in terms of browser support and community engagement. XHTML 2 on the other hand seemed to be floundering with little movement from the working group. According to Bruce Lawson the decision to drop XHTML will make little difference to most developers. However, one can at least expect to see an acceleration is the adoption of HTML 5 and hopefully greater support by browser manufacturers.

Designers tools

I spotted a twitter by Paul Annett this week that is worth mentioning. It was a link to a collection of Photoshop files containing UI elements for each major browser. The files contain browser windows, dropbox boxes, radio buttons and other user interface elements. This is extremely useful to any web designer mocking up a web page, and saves having to screengrab and isolate each element manually. However this resource is just one of many available on the “Designers Toolbox“. Other resources include…

It also has a load of additional resources for print based designers. It is an impressive site and definitely worth checking out.

Inspirational about us pages

Smashing Magazine have released Best Practices for Effective Design of About Me Pages. The post first caught my attention because “About Us” pages are so often neglected. As the article says…

The “about me”-page is one of the most overlooked pages in development and one of the highest ranked pages on many websites.

I get the feeling most website owners don’t really know what to do with this page. They feel obliged to have it because everybody else does, but fail to really understand its role. Unfortunately I am not sure that this article provides any answers. It focuses on the “About” pages of web designers rather than more general websites, and also shows a lot of examples while providing little in terms of ‘best practice’. That said, it has some stunningly designed “About” pages and so is definitely worth a read. They really are inspiring and will make you long to redesign your own “About” page. Toby Powell's About Me Page

Password Masking

Why is it that as human beings we have a tendency to accept the status quo? Even if we think something is a bad idea we often fail to speak up because it has always been that way and ‘surely there must be a good reason’. One example of this for me is password masking. This is the practice whereby content entered into a password field is blanked out for security reasons. Although I can understand the logic of this it has always struck me as a significant usability and accessibility issue. However, despite that I have never actually challenged the practice. Fortunately Jakob Nielsen has in his post ‘Stop password masking‘. He writes…

Usability suffers when users type in passwords and the only feedback they get is a row of bullets. Typically, masking passwords doesn’t even increase security, but it does cost you business due to login failures. Password masking has become common for no reasons other than (a) it’s easy to do, and (b) it was the default in the Web’s early days.

I couldn’t agree more. I believe the security concerns are massively over rated and the usability issues largely ignored. Unsurprisingly Jakob has come under some criticism for his cavalier attitude towards security. Christian Heilmann writes…

As a frequent traveller I am constantly seeing people logging into web sites in hotel lobbies (when they check in for their flight for example and enter their bonus miles account details), in Internet Cafes or when they use their laptop in a public space.

However Jakob addresses this when he writes… Yes, users are sometimes truly at risk of having bystanders spy on their passwords, such as when they’re using an Internet cafe. It’s therefore worth offering them a checkbox to have their passwords masked; for high-risk applications, such as bank accounts, you might even check this box by default. In cases where there’s a tension between security and usability, sometimes security should win. Again I agree with Jakob. Too often password masking is used without thinking. When a user registers for a site that contains little personal information and no financial details, why should they have to enter the password twice simply because they cannot see if they typed it right the first time! Its absurd.

Interview: Leah Buley on UX design

Paul: OK So I have Leah Buley today from Adaptive Path. Great to have you on the show Leah, thanks for agreeing to come on.

Leah: Thanks Paul I am excited to be here.

Paul: So I heard you this year at South by South West(SXSW) talking about UX teams of one, which I have to say, was the highlight of my SXSW. I am not just sucking up it really was the most enjoyable one

Leah: (laughs) You might just be sucking up but I will take it. I will take it all in.

Paul:Yeah just take it , just go with the flow. So the reason it was so erm inspiring I think from my point of view was that the company we run Headscape was for a long time a distributed company and we then came together and started having an office, but I don’t think we have really got our heads around the advantages of all being in a office together. So all of your talking about brainstorming and stuff like that was hugely, kind of blindly obvious but revolutionary at the same time. It was a light bulb moment for me. So thank you very much for that.

Leah: My pleasure. Paul. So I thought lets share some of the stuff that you covered at SXSW with the listeners of Boagworld because I know there is a lot of people out there that em maybe are open to a new approach to the way they are handling design and User interface, usability and all that kind of thing. So lets kick off by talking about and perhaps defining design as you see it, because you obviously don’t see design purely as the aesthetics of a site, and as you were talking you obviously had a much bigger role in mind for what you would consider a designer so tell us a little about that.

Leah: yeah, well actually the first caveat I should make is that I am not a trained designer,

Paul: OK

Leah: I have an information science background and have done years of work as a developer so you should take everything I say with a grain of salt. But I think what is interesting from my perspective is that a lot of people in our field are not actually trained designers but they are doing design work.

Paul: yes

Leah: So recognising that and understanding essentially there is a process to design and how anybody can do it is an important thing and for me the way that I would define design is basically anybody who is taking a known problem and consciously reframing it, often with the use of constraints. So in my mind design is much more a process as whereby something new emerges as opposed to outcome that somebody produces. The designer or the role of the designer, anyone who does the design is to shepherd that process basically.

Paul: hmmm Yes This is kind of a complete tangent really but it was something that came up in your talk and I was fascinated by it and wanted to know a little more about it. You talking in your presentation about Forrester CX model ? Which I had not come across that description of it. I had heard of kind of a similar approach used in sales as the sales approach, but could you explain what that model is and why you brought it up in your presentation.

Leah: Sure yes , it’s a report that Forrestor’s put out called the customer experience journey it is written by a guy named Bruce Temkin who actually has a excellent blog called experience matters where he writes a lot about user experience, from the kind of business person’s perspective so check it out if you haven’t already. The interesting thing is that Bruce has written a lot about experience based differentiation for companies, which is basically just the idea that you have a better user experience you therefore have a better product and evidently his writing about his experience based definition has been one of there most popular reports, which sort of suggests that executives recognise customer experience as really critical to their success and that many of them are many of them are offering a sub-par experience right now. So then in this customer experience journey Bruce essentially explains how an organisation can build a strong customer experience practise and the report has a lot of recommendations about a corporate culture and employee training and how to deal with trade offs, but in particular there’s a sort of a model that describes five steps for the evolution of customer experience in an organisation it’s great, it’s like it’s beautifully simple but it is also deceptively simple at the same time.

Paul: yeah

Leah: The five steps are, er the first step is interested basically so at that point the customers organisation is aware that user experience or customer experience is something they should be thinking about, but they have not really done anything about it yet. The second step they get invested, which basically means they hire somebody to do some work, this tends to be someone that is at a pretty low level. At the third step they become committed, which means they have someone who is an executive who has responsibility for the outcome of that user experience work. At the fourth step they become engaged at a very high level sort of a organisation’s initiative level user experience is a priority and then the fifth step the nirvana of customer experience is that they become, it becomes so embedded into the fabric of the organisation that it is kind of like the first principles to everything we do it does not have to be explicitly called out like a project team to make the website more user friendly or a project to make our products less funky to hold or whatever.

Paul: hmmm

Leah: So emm that’s the model so it fascinates me and kinda frustrates me a little about it is that it makes it seem so linear like you can just put one foot in front of the other and eventually over time you will reach step 5. I think there are different stages that are tricky for different reasons, the leap from having lower level user experience people to executive user experience people can be awkward for organisations for a lot of reasons and what I have seen just on my personal experience is that companies have, it is not like they start out with one user experience person and then it grows and grows and grows and then ends up they have a team what happens is they have kinda epics in the approach to user experience so sometimes it’s big and they will hire big staff and in lean times or some executive goes away the staff will shrink and then some other champion will come along and he will want to bring it back. I have been in situations where I am a user experience team of one or even when I am on a team of professionals and you learn that there was a user experience practise several years ago and then it went away and it is like discovering cave paintings or hill dwellings or something and you realise there have been other people that have come before you and you are like why did they go away what happened? So that leads to like a really core belief I have about user experience practise which is that it is not built by delivering killer projects and sort of building on top of killer projects one by one but it is built through relationships and patience and mutual respect over time and that it is about really erm sort of investing the time to actually get to know the people who need to work with you as a user experience professional investing the time to understand their concerns and their objectives and to take those things seriously and to work with them as a designer to facilitate them achieving their goals as well as you achieving your goals. I know that is touchy feely but I think it is in my personal experience that that works well, has worked well for me.

Paul: I think it is very true as well I mean I think there will be a lot of people listening to this interview that maybe er you know feel like they are stuck on one of those stages and can’t progress things and can’t move forward. Whether they are responsible for their website within the organisation, whether they are a internal web designer or something else. And it is very easy to become kind of bitter and angry and become the no person within the organisation that is constantly you know fighting against the system but actually building the relationships is the best way to move things forward and you know I do a lot of work in large higher education and public sector organisations that have huge amounts of bureaucracy and it is ultimately the relationship and carrying people along with you that enables you to do things and move things forward.

Leah: Yeah. I absolutely agree and I think it is particularly interesting talking to you as someone who has worked in big bureaucracies because they are the hardest places to do it I think, it is just the bureaucracy itself can add an extra layer of frustration that is on top of the initial frustration that I think we often feel as user experience people just trying to communicate why this new area is important. So it is very easy to get embittered, yeah if I think of my own personal experience I have seen that too and the trick is to make yourself feel a little less alone and the challenge for that is if you are user experience team of one, and you do not have a big group you don’t have colleagues who have the same experience as you, you kind of have to find a way to find a way to make friends with the non user experience people that you work with and turn them into colleagues and turn them into allies and that you do through soft skills much more than design skills on some level. I think the dirty secret of design is that it is fifty percent soft skills and then the rest is design and if you can learn to listen well to people and ask more questions than you answer and I don’t know be a fun lunch date I think those are the sort of things that will serve you very well in this line of business.

Paul: Yeah, totally agree it is really interesting to hear you say that because yes, really good really good. Let’s move on before I start ranting about that particular subject. Ermhmm lets talk about Adaptive Path and the process to design that you guys take. Obviously you guys produce some superb work and I am really interested in the little glimpse you gave us in your presentation at South by of that process and how you go about doing things so maybe you could try and summarise that for the listener.

Leah: Yes of course. Well in a nutshell it is a mess it is just a total mess and I am serious about that it is a messy process and that’s part of the magic er but actually, when a little secret of Adaptive Path is and it’s design process is we do not have a set design process unlike some other companies in this field who you know often have like the discovery and then the research and whatever phases. We don’t really have a set process we what we kind of do is custom design each project to match the problem that the customers have but even so I think must projects tend to involve at least three things in some kind of configuration to one another and those three things would be 1. Trying to understand the business environment in which the project has to succeed 2. Trying to understand the user’s context in which the product is actually going to be used in the end and the third part and the thing I talked a lot about at SXSW the design exploration and when I say exploration I use that word very deliberately because we try to treat it er as a process that has to widen before it can get narrow, we try to sort of approach design as actually as a erm exploring a new field essentially but in terms of those three prongs understanding the business problem tends to be really just a lot of honestly trying to ask the hard questions of our customers in a way that will help them to be open to the answers. One of the kind of philosophies of us t Adaptive Path is that we encourage our clients to reframe or rethink everything and so that is a really great foundation then coming back to them and saying in terms of the design approach we are going to take we are going to really explore wide, really broadly and present to you some ideas that maybe push further than you would be thinking of pushing right now but we do that so we can potentially adjust those ideas for the things that are the right size for the constraints and the objectives you have right now. So the design exploration, that particular process we tend to . It is pretty basic we tend to start out and force ourselves to actually spend some dedicated time coming up with lots of different ideas and obviously that is informed by user research which is the second item that I mentioned. We try and start by going into the field to observe users and in context and get as much information as we possibly can about not just what they want to with the product but also the circumstances of their lives at the point at which they are going to use the products because one of the things we find that people are always more distracted and busy and multitasking when asking them than they think they are. Understanding the nature of that helps us to say OK now we are going to sit down and explore the designs for this product what are the constraints that we know our user has and our business has and then the constraints become just a useful device in sort of the process of design exploration hmm in that you can say well if we know that the person who is going to be using this product will also have four other applications open on their desk at the same time or fourteen other applications or forty how do we design something that is optimised as for minimal attention or for is optimised for quick hit interaction so then that little nugget becomes a thing to design with. So lets design a screen that is the ideal starting point for somebody that has ten seconds to do anything but the trick is that you can’t just let yourself stop with those known constraints, you can’t just say we have designed the screen for ten second interaction so we are done with it. If we are truly delivering on our promise that we are helping our clients rethink everything we need to explore beyond that we need to explore more widely beyond that so then we use a lot of other devices that kind of help us to brainstorm in really different ways. This is kind of a funny example but I will bring it up because it illustrates nicely how different kinds of tools help you brainstorm in different ways. We did a project not long ago where we wanted to rethink mobile devices and how we work with them in the world and so in order to force ourselves to rethink that we actually did an exercise where we went out into the world with different kinds of physical objects that were not shaped like mobile phones. They were shaped like pencils and magnifying glasses and wire whisks.

Paul: OK Leah and pretended like those things were mobile phones and imagined what we would possibly want to do with something like that and it is just great because these simple devices would help you to re.. to just forget your assumptions, we have some many assumptions about what a thing has to be and the trick is as a good designer is to force yourself to erm break those assumptions at least for a little bit of times so you can allow your creative process to suggest new ideas to you. Paul. It is really interesting it is fascinating to hear that you are doing that kind of stuff but I am sitting here thinking there are going to be people listening to this show that their design process may consist of you know understanding the business objectives, understanding the users needs and putting a bit of time into that and then they launch Photoshop or fireworks and they are sitting there and they do the design.

Leah: Yes

Paul: and your coming along and talking about going out with whisks and you are talking about coming up with loads of ideas and they are just thinking that is so divorced from the way they are currently working that is this kind of quite hard to imagine that transition.

Leah: Well I don’t think it has to be and that’s what’s interesting and that’s what I tried to talk about a little at SXSW which is that you may not be on an adventure to re-envision the mobile experience but that there are some pretty basic techniques that we can employ even when we are sitting at our desks, even when we are in front of our computers to help us think more broadly. So some of things I have talked about they are really basic they are almost like hacks you can think of them as design hacks if you wanted to 1. Is essentially stealing ideas stealing inspiration from the visuals, sort of visual sources that you encounter everyday so one idea that I really believe very strongly in is keeping an inspiration library

Paul: Yes Leah So if you are using the web and you see something that is an interesting design to you take a screenshot of it and put in some place where you stores those things and then when it is time to start designing flip through that thing flip through your inspiration library and see if there is anything that kind of inspires you in a way that you wouldn’t expect. If that is not on the level of taking a wire whisk out into the world to redefine a phone but if your designing a kind of news portal and you happen to see a guided wizard that, you know screenshot, that has some real interesting kind of treatment of help information and then you realise oh call out boxes could really work in a real interesting way in my news portal that’s sort of the level of forcing yourself to think in a different way or more broad way I also think that just playing with word association is actually so kind of beneficial and talking about what do we want this thing to feel like, or what if it felt like this plus that and then actually just doing a quick sketch of what that would actually mean or look like. The interesting thing is that I have worked with classically trained designers who would probably most certainly call me a design hack but who would say there is one kind of optimal way to design a webpage or design a sort of software that essentially takes the top priority into consideration then the second kind of priority and then the third priority and then lay out the page accordingly so people notice the top thing first and then the second and third thing. But I think the way that metaphor kind of works on us as human beings is actually much more interesting and it can create it can make the experience of using a product or a website feel like something really pungent that is not just actually about information processing it is about a user experience. Ermhmm at the IA summit Cindy Chastain a Information Architect based out of New York city did a presentation on using themes in design and the way she described these themes was basically that you sort of create a little story or create several little stories for what we design could be about and that depending on the story you take the way that you actually design that thing will be really really different. The example she gave is that she did a website for a woman who wrote all of these soap operas in the United States that a soap opera that has been popular for decades and decades she was the primary writer on it and the website is for fans of this soap opera to go and see all of these you see all of these pre-recorded old recordings of the soap opera but in figuring out ermm what experience they wanted to provide for this product they created three different themes and one theme was like the story of a writer and which was basically about the woman who worked the soap opera and the other theme was a love affair with a soap opera which is basically about the fan experience and the third was like forty decades of television or four decades of television which was basically about the TV creation process. Depending on which theme or story you were to go with would create a very different design. In fact they did pick one design that ended up being very specific and tangible and allowed them to design for a really meaningful metaphorical experience for the people who used it but you have to imagine as a end user going into a website that tells you about the story of a writer is going to be very different from a website that tells you, that immerses you in the feeling of being a soap opera fan and I think when I and so I love that example because it shows really nicely how just choosing metaphors and choosing inspiration and choosing examples can encourage a whole world of brainstorming in various possible directions.

Paul: I recently warmed very much to this principle of generating a large number of ideas and the idea of stepping away from the computer, and you have talked about having sheets which forced you to do like six wireframes, like different mock-ups on a single page and you talked about overcoming that thing of running out of steam, like you know I have done two or three designs now what do I do, type of thing. So all of that was really interesting and the idea of including other people in that process so you are not working in isolation and I went back and we did this. We sat down and got er a developer in the room and I got a project manager, I got lots of different people in and we did this and we had a really productive day and got loads done and then it occurred to me that I got five people sitting in a room for a day and that is five man days worth of work.

Leah: Ahhhh

Paul: And you suddenly go crap that is out of our budget that’s a lot. You know it suddenly meant I started going into the practical mentality is a cost effective way of doing things and should we be working like this. I am interested in you thoughts on that.

Leah: Yeah Well it is interesting I hear this concern a lot from people and I am fascinated to hear that you did it and that you did it for a day which I want to hear more details about that later on but I think that the thing is it does not have to take a day and I think that the concern that it will be a vast investment of time for everybody isn’t isn’t .. it is a real concern but I think it is something that can be managed. I have actually had some pretty productive workshops that are an hour long or two hours long and that’s if you round five people for you know an hour or two it is obviously still five or ten hours it is not a week of man hours necessarily. So I think you actually need to be very careful about scheduling sessions that are fixed in time and have clear goals and end points, and just to constrain it a little bit. I actually personally believe that constraining time is another benefit in the brainstorming process. Particularly when you get people that are not necessarily used to being usually involved in designing it can be very scary to jump right in developing ideas and hard actually so I think what happens in a group like that, is people like to think about the ideas for a while and then maybe one thing and get warmed up have a cookie or muffin or something and they feel like they are more casual and they will start sketching, you do not need that time that is just road clearing what you can do is you can give them structured activities that will get them to put there ideas on paper immediately and that will have the same sort of net effect. When we do workshops with folks we do these sort of template based workshops and we give them literally five minutes or seven minutes to sort of sketch out all of their ideas and maybe we will do a couple of rounds of that but the beautiful part is when you have five minutes you don’t even have enough time to think what it is you want to do you just start drawing..

Paul: Yeah

Leah: and it sort of it circumvents the throat clearing that happens in the sort of longer meetings erm and templates I think are really helpful actually in those workshops particularly because people are funny you know we really like to accomplish tasks, if you put something in front of us kinda well defined and has a clear end point I think our impulse is to just do it and kind of get it over with. So if you give someone a template it helps them to sort of say like draw an idea for say what you think should happen in the system explain what the important aspects of that idea are and tell me another product in the world that it is kind of like erm and then you tell them they have five minutes to do it you will be amazed how quickly people can crank out a lot of ideas and then you do a couple of rounds of that and it’s erm in a structure like that that you can really get a lot out in a hour or two hours.

Paul: I mean yeah you have hit the nail on the head there we made, you know the first time we did this we made a lot of mistakes and there was a lot of kind of oh I don’t know whether I am kind of comfortable with this, there was a lot of preamble kind of thing and also we just got tired out. You know there is only so long that you can do something like that. Now admittedly along side that we were doing things like, it was kind of a kick off meeting as well and we were kind of introducing the project to some of the people in the room and that kind of thing but to be honest putting it all together in one big meeting was too much we would have been better of splitting that over a period of time, there were reasons why we had to do it that way because one of the guys isn’t local and he was down but it did kind of get me thinking about this you know the amount of time but like you say if you have structured activities and you set time limits on it then actually that is beneficial yeah

Leah: But also I think actually it is probably important to acknowledge the point that you make that there is time commitment in working this way and it is not like, it is not like you can squeeze it in and still do everything in the way that have already been doing it, it’s there is an actual time commitment to doing it this way. We often at Adaptive Path can do week long design sprints where we essentially we do a lot of the brainstorming activities that we have been talking about in this conversation in the first part of the week and will actually produce wireframes by the end of the week and it is really aggressive and it’s incredibly productive and brings us a lot of work but you cannot do anything else during that week there is just no way. So you sometimes you have to make time move quickly.

Paul: Another thing is ultimately you get the time you are investing back in things like having a developer sit in the room is going to avoid problems later down the line where you know …

Leah: yeah

Paul: where he suddenly turns round and says hang on a minute you have come up with this is the design and we can’t implement that or there is something suggested at these early stages but because the project manager is not there it gets lost in the system and all the rest of it. So I think you know it just feels like a lot up front is the best way of describing it.

Leah: Yeah and I think it is important, you know if you are a team of one in an organisation or where you do not have a lot of support as the user experience and where they may not have a lot of erm comfort, your colleagues may not have a lot of experience or comfort or familiarity with design it is important to go just sort of take baby steps with them with this stuff. I think that you rather than coming in and you are there for a little while and you realise this isn’t quiet working lets change everything and have a two day off site and get the executives to support all this. That might be a little ambitious but erm what might be a little more feasible is to talk to the team and say I feel like there are some ideas we all have that er that maybe it would just be good to get out so that we can actually consider them directly and talk about what’s appropriate or not for the product, could be schedule a hour and half workshop I will structure it don’t worry you do not need to do anything just come with yourself and a pencil in your hand and I will give you cookies and it will be fun and that’s kind of like a starting point to get people ending up engaged in the activity and what I find is when you give people a little bit of a taste of it and they see it can be so productive they become much more enthusiastic about participating and making time for it later on. So particularly if anyone who is listening to this conversation is a team of one or is even like a freelancer with a organisation that they do not have an established relationship with I would say start out with baby steps and structure a workshop in a way that will actually help the participants to see the effects of it pretty quickly

Paul: So we have talked a lot about kind of generating a lot of ideas and you know certainly when we gave this a go we ended up with loads of ideas, erm So I think we need to end this interview by kind of going well now what? You have got this big pile of ideas how do you kind of refine them down into what you are going to actually use.

Leah: Yes, that is always the hardest part of the process actually and not at the same time I think what will happen is there will be a couple of ideas that will be really exciting and everyone will sort of know it. I do not know if that correlates with your experience but the trick is even though some ideas seem like wooh that is pretty cool or wow that would be kind of awesome if we built that it is a question of is that appropriate for the business needs that are driving the product, appropriate for the users needs and for that it ends up a lot of kind of compromise but in order to know where you make sense to compromise or where it doesn’t make sense to compromise it can be really critical to have a well articulated statement of what experience you are trying to produce.

Paul: yes

Leah: We use design principles at Adaptive Path which I know a lot of folks in the field use but for us we try to potentially create five to seven short succinct statements of what the experience of the product should be and doing that helps us to look at all those ideas and say, like this is the coolest most web 2.0 interface I ever saw but it does not support our design principle so it is probably out of the door. The key to the design principles are that they are not, it is not a statement of what the functionality of there system is, it is not like sort of brand attributes it really needs to be something that implicitly invokes what the experience is going to be like so like TiVo has some great design principles early on in the development of their product they created some statements of what they wanted their product to be and you can even when you use TiVo now you can really see a reflection of that. Their design principles were “it’s entertainment stupid”, “it’s TV stupid”, “it’s video dammit”, everything is smooth and gentle, no modality or deep hierarchy, respect the viewers privacy. These are all things they are not quite features and functionality although some of them allude to it, they are not quite brand statements although there is certainly a lot of brand personality expressed in them. They sort of describe what the experience of using TiVo should feel like and it kind so works well in that respect.

Paul: hmmm, excellent that’s been so useful I could carry in talking for hours about this particular subject, but that is certainly a brilliant introduction and I would encourage people to check out the slides that you produced for that presentation which are up on slide share if you search for UX team of one you will find them no doubt. Thank you very much for coming on the show Leah and hopefully we will get you on again in the future to talk about other related issues and we can start this whole conversation all over again.

Leah: That sounds great, thank you very much Paul, I really enjoyed it.

Paul: Good to talk to you, Bye

Leah: Take care, Bye now.

Listeners feedback: Warranties

Got this question through from Andy Wickes:

I’m really interested in how you draw up a warranty regarding a website, and what you cover and for how long.

We are constantly plagued with clients expecting us to continue to support their site months after completion even though they refuse to pay a support fee.

There seems to be an expectation that a site should never develop a problem, never break when new browsers are released, and never cause issues even though we all know that sometimes issues arise from hosts that we end up attending to on their behalf.

I agree with your that the most vital thing is a firm agreement between agency and client at the outset as to exactly what each party expects from the other, but I am keen to learn what you expect to find in a ‘standard’ warrarnty agreement, what is covered, what length of time is suitable as part of the build fee.

Slightly ‘how long is a piece of string’ I grant you, but something I know my team and friend find a constantly challenging topic!

We include the following warranty as part of all our contracts:

The Contractor warrants that all the Deliverables shall collectively provide the functionality specified in the Statement of Work. For a period of twelve (12) months from the date of acceptance by the Client of the final Deliverable the Contractor shall promptly remedy at the Contractor’s own cost any non-compliance of the Deliverables with the specification set out in the Statement of Work or such non performance of the Site.

So, in English, that means that we will fix any genuine bugs for free on a site that we have developed within twelve months of the go-live date. There are two key issues that can crop up relating to warranties.

Interpretation

Taking my last sentence as an example – what does ‘genuine bugs’ mean? If it’s a CMS job, then some kind of functionality defect such as a form not submitting properly would definitely fit that description. But, as Andy mentions, what about rendering bugs in new browsers? The legalese states that we will fix bugs “within the specification of the Statement of Work”. New browsers aren’t included in that.

That old adage ‘common sense’ tends to come to the forefront in situations like this. If the ‘fix’ will take a tiny amount of time and, at that point, you are negotiating another much larger project with the same client then giving a little slack probably wouldn’t hurt your relationship. However, you always have to make sure that the client knows that you are offering something that is outside of the warranty otherwise you could end up creating an expectation that it will happen every time.

Another recent example where we decided it was in our interest to fix a number of sites free of charge – that were all outside their warranty – was when early versions of our CMS became vulnerable to a security risk.

Though we could have insisted that the work we carried out was chargeable, we decided that having a bunch of broken sites was potentially more damaging to our reputation than worrying about chasing clients for the small cost of fixing the sites.

Expectation

The second issue relates to what a client expects of a warranty with an agency. There is a view, I believe, that a lot of clients see a warranty as a support agreement.

We have often had calls or emails that relate to CMS usage, for example, “I can’t remember how to input a news story on to the site, can you remind me”.  Again, in this type of situation, common sense should rule but if a client is continually asking support related queries or is outside of the warranty period then explain that you can either provide an estimate for the work they are requesting or that they may wish to consider setting up a support agreement where they can call-off your time more easily.

This can be occasionally met with a frosty reception especially if you are no longer working with that particular client but, you are not being unreasonable in any way. You are simply charging for your time like everyone else in business. To use an analogy, no-one likes paying to have their car serviced but equally, we don’t expect the garage to do it for free.

Summary

As with most things contract related, make sure that you discuss what your warranty means with your new client before you start work. Concentrate on the fact that it is not a support agreement and discuss the potential need for a support agreement.

Also mention that websites, like most things, do break sometimes and often this is long after a warranty period has run out.

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172. Hand Drawn

On this week’s show: Paul looks at the seven wonders of wireframing and Anna reviews the new micro CMS Perch.

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10 Tools to Improve Your Site’s Usability on a Low Budget

As we have said many times before on this show testing the usability of your site is one of the smartest things you can do. Usability involves making a website’s interface easier to use and simpler to understand, so that the user’s experience is as intuitive as possible.

However, many website owners do not carry out user testing because they perceive it as expensive and time consuming. When they think of user testing they imagine usability labs with two way mirrors, video cameras and expert facilitators.

Of course if you have listened to this show for any length of time, you will know it does not need to be that way. In a post entitled 10 Tools to Improve Your Site’s Usability on a Low Budget the Web Designers Depot outlines some of the ways you can keep costs and effort to a minimum.

The list of tools includes Silverback, Clicktales and Google Website Optimizer, all of which we have mentioned on the show before. However, it also includes several I have never heard of including: Chalkmark, Userfly and Feedback Army.

For the complete list and a review of each tool see the article.

Outlook 2010 and HTML email

The big story of the week is the campaign to fix Outlook 2010. This has come about because Microsoft plan to continue using the Word rendering engine to display HTML emails in the next version of Outlook.

This means for the next 5 years your email designs will need tables for layout, have no support for CSS like float and position, no background images and lots more.
Unsurprisingly this has caused a passionate response from the web design community with literally thousands of blog posts and tweets expressing outrage.  For me Zeldman sums it up best in his post Sour Outlook

It’s outrageous that the CSS standard created in 1996 is not properly supported in Outlook 2010.

It’s difficult to believe that in 2009, after diligently improving standards support in IE7 and now IE8, Microsoft would force email designers to use nonsemantic table layout techniques that fractured the web, squandered bandwidth, and made a joke of accessibility back in the 1990s.

Unfortunately it is looking unlikely that Microsoft are going to change their minds. In response to the outcry Microsoft released a statement saying…

We’ve made the decision to continue to use Word for creating e-mail messages because we believe it’s the best e-mail authoring experience around, with rich tools that our Word customers have enjoyed for over 25 years.

However, the most amusing line in their statement reads…

Word has always done a great job of displaying the HTML which is commonly found in e-mails around the world.

I try and to objective when I share the news on this show but honestly, what a joke! For me Ben Ward sums up my response to this statement from Microsoft when he writes…

I’ve tried to write different responses to this sentence. Different witty re-workings run through my head, and some of them are quite good. Yet, every time I touch the keys, all I can write is “F*** you”.

Visual decision making

I have a strange job. It is a mixture of sales, marketing and user experience design. I often find it hard to reconcile what appears to be on the surface very different roles. However, I have come to understand that there is a common thread that runs through all three… psychology.

Whether I am designing a user interface or pitching to a potential client, I am essentially doing the same thing. I am trying to anticipate the persons needs and nudge them in a certain direction.

Understanding the way the human mind works is invaluable when running or designing a successful website. Whether it is understanding how users make judgments about your site or how to influence their decision making, psychology is an important component.

In this issue of A List Apart, a post entitled ‘Visual Decision Making’ delves into the mind of users. In particular it focuses on a users ability to draw conclusions about a site in less than 1/2oth of a second. It is also a rebuttal of Jakob Nielsen’s assertion that graphics have little influence on users.

The author presents a well constructed argument that draws upon a number of excellent sources including Malcolm Gladwell’s book Blink. I would therefore strongly recommend reading this article if you are involved in user experience design or just wish to better understand your users.

An introduction to RDFa

Back in show 166 I mentioned that Google was starting to include Microformats and RDFa in their search results. This provides users with richer results that include reviews, contact details, and more. For website owners it provides the ability to stand out in the search results and the opportunity to give users additional information that may encourage them to click through.

Although Google is only displaying this extra information for a small number of sites, this will change and so we need to be ready. Now is the time to start integrating Microformats and RDFa into your site.

We have talked a lot about Microformats before, but have yet to touch on RDFa. I have to confess this is mainly because of my own ignorance on the subject.

Fortunately another post on A List Apart has come to my aid. ‘An introduction to RDFa‘ explains what RDFa is and gives examples of how it can be used on your site. At the most basic level (and I mean basic) RDFa is a framework of meta data created by the W3C. Much like Microformats, the aim is to allow computers to better understand c0ntent that has been written with humans and not machines in mind.

Like Microformats, the implementation of RDFa seems very straightforward. There is nothing stoping you from getting started. What is more, this looks like the first of a series of posts on A List Apart that will take you step by step through the process.

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Feature: 7 wonders of wireframes

This week we explore how quick, hand drawn wireframes can provide substantial benefits that save time and money.

Read the 7 wonders of wireframes

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Review: Anna Debenham reviews Perch

Hi, I’m Anna, and I’m going to tell you a bit about a new micro CMS I’ve been trying out called Perch by edgeofmyseat.com

If you’re looking for a powerful CMS with lots of features that writes your blog posts, walks your dog and does the dishes for you, this probably isn’t for you.  But if you ever build static sites where it’s hardly worth plugging a CMS into at all, but you still want to give the client the option to edit the content themselves, or maybe you’re a designer who just wants to design sites and not get dragged into CMS code hell, this could be the perfect solution.

Perch is very adaptable, and it’s easy to plug it into an existing site.  I did just this, and it took me about an hour altogether, and that was the first time I ever used the system.

Ideally, you shouldn’t have to build a site around a particular CMS. You should be able to build a site, then plug in the CMS, and only let the client edit the copy, not the layout.  You don’t want it to mess with your code, and you want the back-end to be compatible with even the most technologically challenged of your clients.  Perch does all of the above.

It installs onto the web server you host the site on, rather than storing it on Perch’s website, so if the Perch website goes down, your user can still update their site.  Before Perch came out I was using CushyCMS which works in a similar way. Their site went down, and I suddenly got an influx of emails from clients who couldn’t edit their sites. Perch’s approach is also more secure than trusting another company with your FTP details.

Installing Perch is really straightforward.  You download the setup file from the website, unzip it and drop it into your home directory. Then you navigate to the setup page,  complete a form with your MySQL database settings, copy the code it generates, and paste it into a configuration file.  Then you integrate the CMS into your site by adding a PHP include tag to the top of each page and php tags in the page where the editable content will be.  When you log into Perch, it will have recognised these tags and set up the editable interface for the content.

Within a page, you can have more than one editable region.  You set a template for each region that you can define yourself.  You may just have a block of text that you want the client to be able to change.  Just use the “text” template.  You can even allow multiple items in a region, so if for example you had a news page, you could let the user add news items rather than edit a whole body of text.

The back end is very clean, simple and also brandable, so you can add your logo, and change the colours to personalise the interface.

There’s some handy documentation that’s been updated a lot since I first tried it out, and you can also contact the developers with any questions.

The price is a £35 one off payment per domain, which I think is a really sensible payment option, especially for freelancers who don’t maintain long term relationships with their clients.

There’s also a server compatibility test you can download to check the CMS is compatible, and I’d recommend you try out their live demo first at grabaperch.com to see if it’s right for you.

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170. Versus

On this week’s show: Paul talks about the conflicts surrounding design decisions, and Teifion challenges a BBC article that asks “Are the days of the web amateur numbered?”

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Please start from the beginning

Not long ago I read Malcolm Gladwell’s book Outliers, which includes many stories about how well known individuals got their big break. There is something fascinating about people’s backgrounds – the opportunities and experiences that help shape a career. I am often surprised that people’s success has more to do with circumstances than talent.

Our very own Ryan Taylor shares this fascination and so has started a new video series where he asks industry figures about their background. He started the series by interviewing me. Apparently he wanted to practice before interviewing important people :-) He has since moved on to talk to Drew McLellan and has Mel Kirk and Sarah Parmenter waiting to be released.

I think there is a lot of potential in this series. The web is still such a young medium and few trained to be a ‘web designer’. It is therefore fascinating to see how people came to the industry. There is also a lot to be learnt for those starting out in their careers. Be sure to pop along to Ryan’s site and subscribe to his RSS feed. I look forward to future interviews.

Running a card sorting exercise

Establishing your site’s information architecture can be one of the most challenging jobs for a website owner. You face two major obstacles. The first is your organizational bias. You can become so institutionalized by the way your organization works, that it can prove  hard to view things from an outside perspective. What seems logical to you can make no sense to an end user. Second is internal politics. Information architecture can often become an area of contention with different parts of the organization vying for top level billing. This can lead to IA by committee, which never leads to a user centric approach.

Card sorting is one way to overcome these challenges. It is an objective way of organizing the information on your site, around user’s needs rather than company structure. It works by putting users in control of creating that structure by asking them to sort cards containing content in a meaningful way.

At first glance, running a card sorting exercise can appear intimating. However, as a post on Sitepoint demonstrates, it is actually straightforward. “Run Your First Card Sort” is a step by step walk through of everything involved in running a card sorting session. Although the method laid out is not the only approach, it does tackle the key steps including…

  1. Preparation
  2. Recruitment
  3. Running the session
  4. Interpretation and reporting

If you haven’t run a card sorting session before and would like to make your IA more user centric, then I would highly recommend this post.

The complete Google Analytics power guide

I have watched with fascination as Google Analytics slowly decimated the website statistics sector. When Google Analytics was launched it was a relatively simple product, more aimed at smaller websites and blogs. However, over time it has become increasingly more powerful and useful to even the most stats hungry power user. Enterprise products have struggled to compete with a product that offers so much functionality for free.

However, with this increased power came more complexity. What was once a simple product has become increasingly harder to master. Although Jeff Veen did some amazing work at simplifying the interface, it is still hard to harness its full power. The result is that many fail to use it to its full potential while others are too intimidated to try.

This is unfortunate as Google Analytics offers so much information to an experienced user. It paints a picture of how users are truly interacting with your site, while informing your sites structure and content.

Fortunately “The Complete Google Analytics Power User Guide” equips website owners with all they need to know to squeeze the full potential from this incredible powerful tool. This series of posts include detailed information on every aspect of the program from setup to tracking goals and funnels. Best of all the various posts have also be brought together in a single 45 page PDF, making it a lot more accessible for offline reading.

If you ever use Google Analytics or are interested in what it can do for your site, this is definitely worth downloading.

Estimating time for design projects

One of the toughest parts of being a web designer is estimating the price of projects. There are so many variables. So many ways you could approach a project, and so many things that could go wrong. Nobody likes estimating a job and rarely do any of us get it spot on. It is a minefield of pain. On one hand you need to add contingency  for the unseen, but on the other, if you add too much you become uncompetitive.

Effective Strategy To Estimate Time For Your Design Projects is a new Smashing Magazine post that endeavors to address these issues. It begins by looking at what causes a project to be misquoted. Reasons include…

  • Unknown technologies
  • Grey areas in the specification provided
  • Bespoke development in unfamiliar areas
  • The cost of sale being too high
  • Lack of time to quote properly
  • Too high a desire to win the work
  • No previous time tracking to refer back to
  • Estimating time for a project is not fun

It then goes on to address each of these issues with a particular emphasis on granular planning and the need to track time.

I have mixed feelings about this post. It provides an excellent structure for creating quotes and even has a list of common tasks to quote against. However, it feels a little labor intensive at points, going into more detail than most can justify. I guess to some extent it depends on the size of projects you undertake.

That said, it certainly makes you think about your quotation process and encourages you to be more efficient in the way you price projects. This can never be a bad thing.

Before I move on from news – if you live in UK mark the 22nd June down in your calendar. That is the date tickets for dconstruct go on sale, and judging by previous years they will sell out shortly thereafter. Myself and Marcus will be there recording interviews for the show. However, we are also going to arrange a meetup over lunch so hopefully that will be an extra incentive to come.

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Feature: Clients vs. Designers

Establishing the look and feel of a site can be a point of contention. Web designers can become frustrated because their expertise is not respected. Client are annoyed because their designer does not listen to them. How then do we ensure the design process runs smoothly?

Read The Battlefield of Design – Clients vs. Designers

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Listeners feedback: Amateur vs Professional

Teifion Jordan sent us a very insightful review of a BBC article that I wanted to share with you…

The article is titled “Is the web’s amateur hour over?“, a provocative title for those that blog, contribute to open source, have a flickr account with photos licensed under CC and so on and so forth. The article opens describing somebody that revels in the name “Antichrist of silicon valley”, anybody that revels in a name such as that is either crazy or doing it for the attention and page views it brings them. It sums up the rest of the description pretty accurately.

The article then explains how he dislikes things such as Wikipedia because they’re maintained by people working for free, how seasoned professionals are being put out of work by amateurs on youtube. At this point the article moves onto showing that all the big tech bloggers, these so called “amateurs”, are actually seasoned journalists.

The crux of the article is of course Amateur vs Professional, does the fact that anybody can start a blog mean that anybody is a journalist? Does having a flickr account make you a photographer? Yes and no, technically yes but in reality most people will never gain enough of an audience to become influential or make money from it. Professionals are paid and generally for a good reason, a professional blogger probably has experience and good writing ability, an amateur probably won’t.

But we’ve still not come to the actual issue, I’ll say it again. Amateur vs Professional, yes that’s it, it’s the 2nd word in, verses. The sensationalist man described at the start of the article seems to feel that there is a competition on between those that work for free and those that work for money. More importantly, he feels that those that work for free are making it harder for those that work for money to find work!

But that’s really not true is it? If it were true then wouldn’t we all be using Linux because it’s free? Wouldn’t Open office be the de-facto standard of office software? Why would Apple even bother making the iPhone if Google is just going to make Android? Why does Paul bother to make websites when anybody could just do it for themselves?

There are I think three main reasons. Quality, Trust and Support. Open Office is a nice piece of software but it’s not got the features of MS Office, it’s not as high a quality product. Linux is really really well supported if you know where to look, for most people however they’d much rather get a normal computer which they already know how to use and can phone tech support for. And trust, if you pay Paul huge sums of money to make a website for you then you trust he will do a good job, that he knows what he is doing.

So no, I don’t think it is Amateurs vs Professionals, I think it is Amateurs and Professionals. One does not exclude the other, instead one will spur on the other and generate often healthy competition. Think about how much IE6 stagnated because nobody was competing with it any more. Now that people are competing with them on browsers MS are starting to get their act together somewhat.

Next, the work of an amateur can be used to help a professional. PHP is a free product but countless people make money writing websites in PHP. Throughout this “review” I have maintained the position that on average a paid for product or service will be of a higher quality. This is true, on average it will be better but not always. There’s a reason that if I had a 2nd computer it’d be booting Linux and not Vista, there’s a reason I develop websites in PHP rather than C#. It’s because the free option is better or the paid option not good enough to warrant the cost in my opinion.

Lastly I want to come to why. We’ve all seen them, the blogs that must have about 3 readers one of whom is the Mum of the author, I know they exist because I write one such blog. Why do people post up bad photos to Flickr? Why do I spend a lot of time running an online game from which I make no money? It’s because everybody has a hobby or two and this is the way that they peruse it. There is nothing wrong with this and should in fact be encouraged. What may now be a bad set of photos on a flickr account could in a few months with encouragement and tips a very good set of high quality photos. What may for now be just a programming hobby could in a few years turn into a very very good language.

Paul started up this podcast because he thought it’d be fun and may or may not have been high from using the computer for too long. It’s come a long way since then with thousands of listeners and an entire community built around it. Thus I end with the idea that while something may be amateur now, it can become professional in time and that this is good.

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Big mistake

Every web design agency screws up from time to time? We’ll tell you our screw ups, if you tell us yours!

I recently received this email from Dinu…

Looking from afar, established agencies like yours seem to be almost perfect. However, I’m sure you’ve had to deal with missed deadlines, over-booking, etc. I would like to hear about some of these #fail stories (just to get a “you are not alone” feeling for the rest of us), and also to know how you managed to overcome these common pitfalls.

Its a great question and one that few in the industry discuss. After all who wants to admit their failures. To be honest, I am just as interested as you to hear how other web design agencies screw up! As a result, I am going to keep this post short. What I want to do instead is open it up to general discussion in the comments – What have your big mistakes been? Please share, I am dying to know.

That said, it would be rude to ask for your failures without revealing my own! Here are my top 5 (there could have been many more!)

1. Not nurturing our biggest client

We nearly lost our biggest client once. Our work was good. We delivered on time. We kept our pricing realistic and fair. However, we nearly lost the client because we started to take them for granted.

When we first started working with them, we were hungry and enthusiastic. We would be proactive and suggested loads of ideas. Overtime however, we got stuck in a rut of delivering whatever they asked. We stopped innovating and suggesting alternatives.

Fortunately we had a good enough relationship with the client that they didn’t drop us immediately. Instead they told us they wanted the “magic back” and so we worked hard to repair the relationship.

We discovered that a good agency has to do a lot more than deliver. They have to be proactive, enthusiastic and work hard to provide the best customer service over the long term.

2. Ignoring culture when recruiting

We made a major mistake recruiting a developer. His qualifications were good and on paper he looked great. He even interviewed well. However, when we got him on board it quickly became apparent we had made a terrible mistake.

His previous job was working in the public sector and he could not adjust to the culture of an agency. The speed and variety of work overwhelmed him and the cultural shift proved too much.

This wasn’t his fault. It was ours. We should have spotted the problem before we  offered him the job.

3. Not challenging clients

In the early days of the company we were so desperate to please clients that we basically did whatever they asked. I remember one client in particular who turned into a micro-manager, picking over every aspect of the design. We would dutifully make a change only to have him decide he didn’t like it, and get us to change it back. Unfortunately once the relationship had been established it was very hard to change, and we were a doormat to this particular client for a long time.

Things have moved on  and we now view our relationship with our clients as collaborative. We work together to produce a great website. Part of providing a good service is a willingness to challenge bad decisions and provide our design expertise. We used to be nothing more than pixel pushers, and clients were paying for a better service than that.

4. Allow scope creep

This is a mistake we didn’t just make once, but rather again and again. In fact we still occasionally do this now, although we have become much better.

Because of our desire to please clients, we would allow them to add new features late into the development cycle. However, ultimately we were doing our clients a disservice. Scope creep leads to additional expense and slipped deadlines. It also adds complexity, which can often damage the user experience.

Features added late in the development cycle are often less considered and rushed in their implementation. Ultimately this can lead to a second rate product.

Today we encourage our clients to phase development and so move new suggestions into an upcoming phase.

5. Under pricing project

We still do this! However, the reason we do it now is at least different to the early days. If we under price now it is because we have made a miscalculation over the time a project will take. In the early days we would under price because we were desperate for the work.

However, as with scope creep, under pricing can lead to cutting corners. It is easy to fall into the trap of taking shortcuts to keep the project profitable and ultimately that costs the client. Also, it is hard to ever pull back from low pricing. Once a client has been given a low price they will expect the same for future projects.

Under price at your peril!

So, what about you? What are the biggest mistakes you make running your web design business? Let us know in the comments.

166. Boldly Go

On this week’s show: Paul shares 10 ways to put your content in front of more people, Emily reviews Bubble Timer and we discuss the role of gender in design.

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Housekeeping: Facebook

Good news everybody! Boagworld now has a Facebook page. I know, its exciting isn’t it. Contain your enthusiasm, you are making a scene.

Seriously though, I wanted to let you all know because I am aware I spend most of my life refusing friends requests on Facebook. I made a decision early on to keep Facebook for personal friends rather than a promotional tool for Boagworld. I always hate refusing people and should have setup a page or group ages ago. Somehow I never got around to it.

Anyway, the Boagworld Facebook page now exists so make sure you take a minute to join it.

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News

Google supports RDFa and Microformats

The big news of the week is Google’s announcement that they will now be supporting RDFa and Microformats.

Both RDFa and Microformats are methods of marking up information on a webpage in such a way that it can be understood by a machine. Google now understands four such types of embedded data. These are…

When Google discovers this type of data on your website it will enhance your search engine results to include the data.

An example Google search result including a review

Yahoo has offered support for embedded data for some time. However, Google’s market share gives a considerable boost to the Microformats community and is of massive interest to those interested in SEO.

However, before rushing to check if your embedded data appears in Google’s results, you should be warned that it almost certainly will not. According to Jeremy Keith Google has only implemented this feature on a small subset of sites. However, he goes on to say:

The list of approved sites will increase over time so if you’re already publishing structured contact and review information, let Google know about it.

Nevertheless this finally gives a solid business case to implement embedded data, which I have been advocating for some time.

Launching a new blog

I have often talked about the importance of running your own blog. I have explained how having a blog is an opportunity to share your expertise and is important in winning new business or advancing your career. However, in all that time I have not once given any advice about launching a blog. This is a definite omission on my part.

Of course one approach is to soft launch your blog. This gives you the opportunity to build a backlog of posts and find your voice. However, there are other occasions when you need to make a splash when you launch. If that is you I recommend reading 10 Ways to Launch a New Blog with a ‘Bang’.

This Web Designer Depot post provides some great advice that costs virtually nothing:

  • Prepare amazing content in advance
  • Run a viral twitter campaign
  • Guest post on other blogs
  • Interact with your user base

However, it also makes some suggestions for organisational blogs that have a budget for launch. These include:

  • Give away prizes
  • Host a launch party
  • Hold a contest

Of course many of these suggestions are just as applicable to those looking to breath new life into an existing blog. So if you have a blog, read this post.

The creative process

There is two posts that have emerged this week that offer two very different perspectives on the creative process. Both are worth reading if you are a designer.

The first is written by Keith Robinson over at Blue Flavor and is entitled Don’t Lose That Creative Thinking. At its most basic level this post is a rant. However, as rants go it is extremely thought provoking and inspiring.

In this post Keith rails against constraints and convention. He argues we are too often constrained by technology writing “Let’s let technolgoy work for us! Not the other way around” and that too often we choose to blindly accept conversational wisdom instead of thinking for ourselves. He writes:

What ever happened to creativity and opinionated thinking in design?  Has science and data removed the artistic? What about trusting your instinct as a designer and making the way for future innovation.  I can’t tell you how frustrating it is to sit back and watch people do the same thing over and over and then turn around and question someone who’s making a creative stand.

It is a definite call to arms and although somewhat extreme at time you cannot help but be inspired to create more and compromise less.

Talking of inspiration I also want to mention The Evolution of a Website Design by Mike Kus. The post tracks the evolution of the StackOverflow website that Mike has been designing over the last few days.

Stackoverflow website

The reason I mention this post is that it fascinating to see the process of another designer. What makes this even more interesting is the fact that Mike is relatively new to web design coming as he does from a print background. Seeing his process really brings home some of the points raised by Keith in his post. Mike seems unconstrained by technical considerations and web conventions. As a result the work he produces is both original and beautifully crafted.

Launch a business not a side project

We end today with another post from the guys at Carsonified. This one is from Ryan Carson and is titled “Launch A Business, Not a Side Project“. In the post Ryan shares his own experiences of launching web applications and provides a wake up call to those of us who have focused so heavily on getting an app out of the door that we have forgotten it requires business mechanisms to suppport it.

Notice that I refer to “us”. That is because most of what is written in this post mirrors our own experiences of launching Getsignoff. When we were building Getsignoff all we could think about was getting it launched. However, as Ryan points out in his post, this is only the beginning of the story. Even though I have warned clients against it many times before, I had the “build it and they will come” mentality.

Ryan focuses on 4 key areas that are often forgotten by web developers in the scramble to get an app live. These are:

  • Making time for marketing
  • Assigning recource to kick ass customer support
  • Spending money on advertising
  • Using A/B testing

As Ryan writes:

The majority of apps were built by small web design firms or freelancers who bought into the dream without really understanding how much time it takes to make an app succeed.

This is so true. It certainly was for us. Although we have great plans for Getsignoff, it has been a painful journey and you can bet that any future development will be backed by the business processes to make it a success.

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Feature: 10 ways to put your content in front of more people

What is more important – driving traffic to your site or encouraging as many people as possible to see your content? Believe it or not, they are not one in the same thing. In this week’s feature Paul looks at 10 ways you can make sure your content is seen by as many people as possible.

Read ’10 ways to put content in front of more people’

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Audible recommendation

Download a free audiobook today

This week I would like to recommend The Long Tail by Chris Anderson on Audible.com. The Long Tail is a superb book that I would recommend to anybody running a website especially if it is an ecommerce site. The book examines how the web has changed the value of information and commodities. It looks at the huge opportunities available to reach ever more niche markets and make money from the long tail.

Best of all if you sign up with Audible you can get this book totally free. Simply go to www.audiblepodcast.com/boagworld and claim your free credit.

If you want to listen to it, Audible has it! With over 60,000 titles and virtually every genre, you’ll find what you’re looking for. Get a free audiobook and 14-day trial today by signing up at www.audiblepodcast.com/boagworld.

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Listeners feedback:

Bubble Timer Review

Hi Paul, hi Marcus and hello to the Boagworld listeners, my name is Emily and I am here to submit a review of a time-tracking application called Bubbletimer.

First of all I have to make a little apology for the sound in the background. I work from home and it turns out I live on quite a noisy street which I have to say I don’t really notice until I try and make a recording and then all sorts of weird sounds in the background, so please excuse the background noise.

So I’m submitting a review of Bubbletimer in response to show number 158 where Paul talks about the reality of home working which is also a blog post on the Boagworld website and it was actually the blog post which really inspired me to want to make a response, in particular a comment by XX who asked about how Paul tracks his time. I immediately wanted to make a response, which I did in the comments but I thought I’d share it here to share this fantastic time-tracking web application that I use. It’s called Bubbletimer and basically what it does is it tracks time in 15 minute increments by activity and then by day and it produces reports for your chosen time period, say a week.

There is a 15 minute time chime reminder which reminds you to track your time and forces you to consider what you’re doing and whether that is what you’re meant to be doing or whether that’s the most productive thing you could be doing.

There is also a mobile web interface which can be quite nice if you’ve got an iPhone, you can be online all the time. There are also multi-user capabilities in that you can share reports with others so if you’re working in a team you can see how much progress everyone else is making.

What it doesn’t do is; it doesn’t convert time to time slips, it doesn’t integrate with an invoicing application and it doesn’t recognise when you’re inactive or when you’ve changed tasks, as I know some time tracking applications can do.

So really it’s for self-employed people, freelancers or those working on fixed-price projects who want to track their progress on that project, or anyone who needs help motivating themselves in getting things done. It’s not for employees because of it not having time-sheets or integrating into a invoicing scheme, I’d say it’s not good if you’re self-employed or a freelancer working on an hourly basis.

What’s great about this application is that you can track your non-billable time and for me that’s been a real lifesaver. I am one half of a small web design partnership and I do lots of accounting, quoting, emailing and lots of tasks that are not specifically billable, or billable tasks that I’ve already quoted a set fee for, so with this I can measure the actual time spent against what I’ve quoted.

Of course you can also use it to track how much time you actually spend on ‘Social Networking’ every day, you know, see how long you actually spend on Twitter or commenting on blog posts. Another example of one of the tasks I’ve been tracking with it is my bookkeeping and it’s really been useful for me to see how much time I’ve spent on that and whether I ought to think about hiring a bookkeeper part-time because I can look at my reports from a week or over a month and see how much time I’ve actually spent doing that.

It’s a really simple, easy-to-use interface, there’s some really nice details in there like the ‘scribbles’ when you complete a 15 minute bubble of time are different, so there’s kind of a texture to it there. It’s also growing to accommodate popular feature requests as requested on the Get Satisfaction forum, which is really responsive if you have any problems, or if you have feature requests, I’ve seen new feature be introduced since I’ve been using it.

Now I shouldn’t end without telling you that it isn’t free, there is a cost, but it’s just $20 a year and I think it is well worth it for someone who wants to get things done. As I said my name is Emily and my Twitter name is @gradualist you can find out more about me there, thanks for listening!

Do you have a tool that you swear by? Maybe a web design tool, or just a tool that keeps you organized? If so send us an audio review we can put on the show.

The role of gender in web design

We have received an interesting audio question from Dennis. He asks whether any of our clients have expressed a concern over the gender of our designers. He cites his own experience where a female client said his designs were too ‘practical’ and not ‘fun enough’ because he was a man.

First off, I have to say that your client sounds rather sexist to me! The implication that men cannot design a ‘fun’ site is absurd.

That said, gender does play a part in a designers style. For example, women are much better able to perceive colour than men and so tend to make better use of colour. However, gender is just one of many factors that shapes a designers style. Other factors include:

  • Cultural background
  • Design schooling
  • Personality
  • Design leaning (e.g. illustration, typography, photography)

The list could go on. The point is that what we perceive as masculine or feminine design, is not solely produced by the associated gender. There is overlap and a blurring of  lines.

Where I think things get more tricky is when a male designer is asked to design for a female audience (or vice versa). This is more challenging because good design involves empathy with the user. Unsurprisingly it is harder for a man to put himself in the position of a woman. However, it is probably no more difficult than for a young person to visualize the needs of an older user. It is the ability to do this that separates a good designer from an exceptional one. The key is thorough research into the target audience and an ability to steer clear of preconceptions and stereotypes.

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163. One year on

On this week’s show: Ryan and Stanton return due to popular demand! We are joined by Elliot Jay Stocks to discuss his experience of being a freelancer for the last year, and we also ask him some of your questions from the forum.

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News and events

Estimating time for web projects more accurately

A new blog came my way recently which makes a nice change, usually the news section is dominated by Sitepoint or Smashing Magazine articles so I was quite glad to come across Sam Barnes’ blog which has produced some fantastic posts already and the subject matter is centered around Web Project Management so should be of use to anyone who works on web projects, even if it’s not in an official ‘Project Manager’ capacity.

By far the most popular article on the site is his series on ‘Estimating time for web projects more accurately’ in which he explains the realities and complexities of quoting for website and web app builds.

What’s great about this article is that it goes into more detail than a lot of other posts on this subject and there’s been some really great feedback in the comments. So I’d recommend checking out the post, and subscribing to the blog RSS also.

Fluid images

This is a nifty technique that I thought I’d mention, simply for the fact that it might have solved a specific problem I’ve been thinking of how to solve. It provides a way to allow images to scale based on their container within a certain restraint, which is often required when dealing with fluid layouts, or, in my case, resizeable widgets.

Image scaling is all well and good until you look at the images in Windows and they look shocking when resized. This is a platform rather than a browser issue as native image scaling on Windows sucks. I won’t go into too much technical detail, because you’ll all switch off if you haven’t got bored of our accents, but the technique uses an IE specific snippet which taps into the IE specific AlphaImageLoader which kicks IE’s rendering engine into ‘high gear’ and the images are a lot clearer when resized.

So do check it out, I’ll be playing with this tomorrow myself.

Design considerations for Touch UI

I came across this on Cameron Moll’s blog, and it’s a short video to prompt thought into designing for touch-based user interfaces. Gestural or Touch UI’s are really gaining momentum as a common user interface and for any of you out there designing for the devices that can use it, like tablet, surface, iPhone, Android, Pre, etc then this is a well put-together video that highlights some of the considerations that you should be working with.

There’s an accompanying article which goes into more detail, and I suspect that this is all tip-of-the-iceberg stuff, but interesting nonetheless.

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Interview: Elliot Jay Stocks on a year of being freelance

Ryan: OK, so we’re moving on to the interview section and of course as I introduced earlier in the show we’ve got Elliot Jay Stocks. Hello Elliot.

Elliot: Hello.

Ryan: Hello, and it’s been exactly one year since we last interviewed you on the show.

Elliot: I can’t believe it’s been a year already.

Ryan: It’s absolutely flown. And last time we interviewed you it was about going freelance, cause you’d just taken the plunge.

Elliot: Yeah, I can’t believe it’s already been a year. I was in Norway I think when Paul interviewed me.

Ryan: Yeah, you had just moved and you had no Internet connection. I know this because I listened to the interview only yesterday when researching material to ask you for this interview. So, how do you feel about your decision a year on?

Elliot: Yeah, it’s one of the best decisions I’ve ever made. I’m really happy with it. Everything’s going really really well, and it’s pretty much been everything I hoped it would be, and more really. I’m very happy and although I do have the occasional nightmarish project for a client, by and large the way I get to do things being freelance is great and yeah I couldn’t see myself going back to full-time employment any time soon to be honest.

Ryan: OK. Have you come across any pitfalls that you could share with the audience? Anybody who’s considering going freelance now, is there anything that you’d tell them to watch out for?

Elliot: Yeah, I mean there’s not been anything like massive in terms of life-shattering or making me think that maybe I should go back to full-time employment but there have certainly been a few things like just the amount of time, I underestimated the amount of time it would take to do things like project reshuffling. You know, if you’ve got something booked in and something bigger comes along and you need to shift a few things ‘round, stuff like that, bits of paperwork. I mean, I don’t have to do too much paperwork which is quite good, but I think as well I underestimated how much time, just the planning stage would take. You know, emails to clients, phone calls, trying to sort out, juggling between different projects and in the end it turned out that I wasn’t getting quite as much work done in a day as I would have liked, but that’s fine. I still have come to deal with that and have got into a few routines to help me manage that a bit better, but it’s definitely something to consider. If you think you’re gonna go freelance and you’re gonna work eight hours a day solidly on a site or something, every single day, it’s not gonna work out like that. I mean, you can work eight hours a day perhaps one day, but you can’t necessarily do that for five days days a week because there’s gonna be other things going on and whatnot so that’s definitely something to be prepared for.

Ryan: I think you’ve touched on probably one of the next questions that I was going to ask you. You are quite a busy bloke, you seem to be all over the world speaking at conferences, you’ve written your own book this year. How do you fit all the time in to do client projects and all your other things? You’ve released an album as well, haven’t you?

Elliot: Yeah, with great difficulty. No, it’s not been too bad actually. Actually, really that was one of the, probably the main advantage of going freelance, it’s allowed me to lots of other things outside the regular circle of work, like my design work. I’ve been able to do the right thing and do some music and stuff like that, and before I wouldn’t have had time to do those kinds of things. Not necessarily to do speaking because definitely my last job at Carsonified it was very much encouraged, but certainly if I wanted to do something like record an album I’d obviously take that as holiday time, so it’s nice to be able to decide myself when I get to do that. I mean effectively I still am taking holiday time because it’s unpaid, but because I can sometimes do a little bit like, fill in if I’ve got a quiet weekend, do a bit of work there or in the evening here or there so it gives me more free time to take a week off and do some music or something. Yeah, it’s been a huge advantage, but writing the book was difficult because that had to be, that was really a case of juggling client work. I had some time, I sort of stood out the schedule that I was writing the book for about two or three days a week, every week, and I’d do client work the other time and I took some time off around the end of last year but the book actually had to be moved forward and I had to finish it a month earlier than I thought so I ended up writing all through Christmas, which was lovely and yeah, that was a bit hectic but it got done and it’s just funny ‘cause all the different projects like music or writing whatever they’ve kind of, instead of being separate to design, which is the bread and butter work, they’ve almost become part of the same thing. So some pay, some don’t pay, but it’s OK because if you’re freelancing you can sort of decide when you want to do things.

Stanton: So given that a year ago the economy would have been a little bit stronger than it is now, if you were to have to make the same decision today, whether to go freelancing, do you think you would still make the same decision?

Elliot: Yeah, I would. Some of the things that people are saying to me usually worried relatives, “Oh you must be so worried because you’re freelance and everything.” To be honest, I feel probably safer being freelance than if I was in a full-time job because, there’s two reasons: First of all I’ve sort of got control of my own destiny. If something’s, if it’s all going horribly wrong I can do something about it rather than just being at the whim of your employer who may need to fire you. And the second thing is the same kind of point, but basically you can sort of see into the future a bit more so whereas a business owner who has seven employees will be able to see out for the next few months how much work is coming in, if it’s starting to dry up that might not filter down to the employees for quite a while, so you could end up coming into work one day, and they’re saying actually “Sorry, I’ve got to let you go.” With being freelance and being in charge of doing all that kind of booking myself and I tend to book projects two to three months in advance it means that if it’s starting to dry up I can see it from a long way off, and if it does start going all horribly wrong I can do something like lower my daily rate or pitch for some more projects or something like that so in that sense I actually feel fairly safe and I probably wouldn’t have known that’s how I’d feel this time last year but knowing that, yeah I would still take the plunge this year even in the so-called recession.

Ryan: OK. Um, one of the things you actually mentioned in the interview last year was that you were going to redesign your website. A whole year ago. And you have blogged recently that you’re going to put some time aside and redesign your site. What changes do you plan to make? How do you feel your site should represent you as a freelancer now?

Elliot: Well it’s, yeah the time is, I’ve been wanting to redesign for a while as I must have said last year but the time has come now where I really need to redesign so I’ve actually taken some time off from client work and I’ve dedicated some time to it because I’ve been meaning to do it and unless you actually schedule in some time it’s mostly impossible really to make yourself do it. So I just wanted to change the focus of the site. Really at the moment it’s just a blog and there’s a kind of tacked on portfolio, a little about page and stuff. Really I wanted it to better represent what I do because what I was doing a year or so ago or when I designed the site really which was when I was pretty much exactly two years ago I was working for Century Records at the time and just as an in house designer. I wasn’t doing any speaking or writing, stuff like that so it was fine for what it needed to be then but now that I’m freelance it probably needs to better promote my services a bit more and it needs to just kind of cover the other things I do like speaking, writing and music and stuff like that rather than it just being focused on web design specifically. I want it to be a broader thing and I want to get all of the article’s I’ve written for Computer Arts and .Net Magazine and stuff, they’re each going to have a section so it’s not just going to be a blog post with me saying “Oh, I’ve written this for .Net,” there’s going to be a tutorial archive so that people can go through and they can get all the different tutorials. I’ve gotta make sure that’s all up to date and everything. Essentially it’s going to have a lot of content, but it’s going to be broken down into different areas. At the moment the blog’s feeling the strain because everything is on there and I’ve added a few bits, like tacked bits on and I’ve never really been happy with the way it’s been done. I’ve never had the time really to rectify that so yeah. It’s gonna be a big site, and at the moment I’m just organizing the content. I haven’t done any design work at all yet. I did do a few designs a year ago and shortly after that and then I just wasn’t happy every time I looked back. I’d be really happy with something and then I’d come back to it in a week and absolutely hate it so I’ve given up on design for the moment and just focusing on preparing the content for it.

Ryan: Is that how you approach most of your projects? Do you work on getting the content and lay it out first before you apply your design to it?

Elliot: I wish. Yeah, I mean so many of the projects I deal with, the clients don’t really have the content ready. That’s the story of everyone’s life, right? I’m trying to play a bit more hardball with it and kind of say to the clients “Look, you’ve got to get this sorted before hand” because so many things recently people are asking me to do things like design the page and just put in some lorem ipsum but there’s so many things wrong with that and perhaps if it’s just a page that just contains pure text, continuous prose that’s fine, but for the standard page you don’t know where the call to action are, you don’t know where the focus should be so you don’t know how to weight the content differently and it’s just crazy to ask for that really. You can’t design around a complete lack of content. So I’m trying to push that point home a bit more when I speak to clients and yeah, just trying to get them to be a bit more proactive in giving me content because otherwise it’s just a nightmare and you design stuff which you think is great or you think they’re gonna like and it turns out that they hate it as soon as they need to put their content in so yeah, that’s no good.

Ryan: How do you go about tackling it? Do you do it just a conversation or do you try and educate them into why it’s needed first? Do you have a method yet for getting them to bring you the content?

Elliot: Not yet, it’s more of a conversation and explaining why it should be, but it’s funny you should say about methods because I’m actually, this is actually part of the redesign work I’m going to be doing on the site. I’m actually going to create some PDFs to send the client, sort of like a worksheet which explains a few things because I’m always saying the same thing and I have a bunch of emails in my drafts where the kind of default answers where I paste into new emails. I shouldn’t say that, should I?

Ryan: Just like a mail merge.

Elliot: Yeah, so but yeah I have that kind of thing going on so I’m actually going to create a few nice looking PDFs that I can send the client once we agree we’re going to do some work together. With one that’s a load of questions about the project, probably the most important one that will help them create a brief, because most clients don’t seem to have a brief. Not a proper one. So I’m gonna do that and also a little worksheet of things like this is how the payment schedule works and you know, stuff like that. And again they’re going to talk about the importance of getting the content in there first. So that’s the plan.

Ryan: I like that. I like that. I do, a lot. We’re considering similar where I’m working now. Just getting all that information up front and not running out. I think just to wrap up on the interview I’ll echo Paul’s question from a year ago I think it’s only appropriate. What are the main pros and cons of going freelance for you?

Elliot: I think they’re probably pretty much the same as what I said last year, although I can’t remember what I said last year so the pros are definitely control of your own lifestyle and destiny. I don’t mean that in any kind of far flung in the galaxy kind of way but just in a being able to take on projects you want to take on, saying no to the ones that you don’t want to and just sort of living your life the way you want to. I have quite a few friends who are freelancers as well and that balance is hard. They live the life they want to but they can also be extremely overworked because its hard to create that separation between work and pleasure. I’m trying to do that, I mean I still do work. Last week was a bit mad because I had a project overrunning and I ended up having to pull an all-nighter. It does happen but I’ve tried to separate them a bit more. It’s not very fair to your girlfriend otherwise. And that’s actually one of the main cons, is that when projects overrun, which can be your fault if you don’t plan things very well, or it can just happen. It has a snowball effect and last week I had about, the last two weeks I’ve had about three projects and they’ve all overrun so it’s been horrible snowball effect and yeah it’s been stressful and I wrote recently, I posted about how you shouldn’t check your work emails just before going to bed and yeah. I did that a few weeks ago and ended up really stressed out about a project and these are the things that are definitely cons. They’re hard, it’s harder to separate your work life and your normal life than if you had a regular job I suppose but and also a con for most people is gonna be the worry about the money. You’re worrying about is money gonna come in. If you’re planning projects properly I think you can pretty much avoid that. So, like I said before you can change your tactics and maybe be a bit more competitive if you do fall on harder times. So it’s all working out really great so far so I’m really pleased with the decision. I need to get better at some things and learning a hell of a lot along the way but yeah it’s great. I’ve definitely got no plans to go back.

Stanton: You wrote a post I think it’s a while ago now about writing off the first hour of every day now. I know you’ve had projects overrunning and stuff but is that something you force upon yourself or?

Elliot: It’s a funny one. It’s not necessarily something I force upon myself, but it’s something that inevitably happens. So even when I’ve had a really busy day with projects overrunning I still usually write off the first hour not because that’s kind of a rule I have to live by or anything but for instance this morning I had a load of stuff to do and it was kind of going on and I thought “Ah, God I haven’t done anything yet.” And then the writing off the first hour thing came into the back of my mind and it’s almost more of an excuse now than anything. So rather than planning for it, it’s like “Oh, it’s OK because I accepted that I would write off the first hour.”

Ryan: Do you add an hour on at the end of the day to make up for it?

Elliot: There’s been a few days recently where I’ve had to add quite a few hours at the end of the day so that sucked but not too often thankfully.

Ryan: OK, well thank you very much and we’ll move on to the listeners.

Elliot: Ah, yes.

Thanks goes to Todd Dietrich for transcribing this interview.

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Listeners feedback:

As Paul announced on last weeks podcast Elliot has kindly agreed to answer listeners questions in the forum, so seen as we’ve got him on the show today I thought it an ideal opportunity to ask him a selection of these questions, so here goes…

Question 1

Lucian Tucker (mercurywipeout) asks:

How does one go about intelligently not following the crowd and can you give some examples of this?

Elliot answers:

This one is a really hard one to answer because it is something that is talked about a hell of a lot, but when people ask for examples… [laughs] it is really hard to pick out a site. I do collect quite a few sites on Flickr, I’ve got a little inspiration pool via LittleSnapper which I collect. Those sites are ones that I tend to think are quite interesting. If you go to my Flickr page and have a look through the sets, there is one called “design inspiration via LittleSnapper” and that is a fairly big set of sites which I think look beautiful and tend to be quite interesting. It’s hard to do because in client work there is only so much room for experimentation and depending on the client and the project, that varies massively, maybe a little bit of experimentation, maybe loads, maybe absolutely nothing.

I think it’s not absolutely about doing something crazy and wacky and out there… It’s more about doing small things. Nothing mad, crazy experimental design, but putting in small elements that are just a little bit different from the average thing. I spoke a year or so ago about the whole “destroying the Web 2.0 look,” because I was getting sick of seeing glossy buttons and gradients and everything everywhere. It wasn’t so much that there was anything wrong with the style, it was more that I had a problem with people using the style without even thinking why they were using it. A lot of people aimlessly creating sites with a so-called “Web 2.0″ look, because apparently that was good design — there’s something so wrong with that. There is nothing wrong with following trends because you need to keep yourself current, and there are some lovely sites that do employ those kind of aesthetics. The trouble is, I think a lot of people get confused that good design equals the latest trendy thing.

Question 2

Paul (firesketch) asks:

I’m interested to know the sources you read/listen to on a regular basis to keep up with the ever changing web and design industries. Websites? Pod casts? Magazines? Etc.

There are many voices out there. How do you evaluate the integrity of these sources?

Elliot answers:

Well, there is a fantastic podcast out there called Boagworld… To be honest, I don’t listen to loads of podcasts. I do listen to Boagworld, occasionally. In general, I don’t… Maybe because I’ve never been a fan of radio, but I don’t listen to a lot of podcasts. I think I just can’t sit there and listen to it. Magazines… again, there is nothing necessarily solid I read, but I’ll often pick up .net and Computer Arts… stuff like that. I suppose most of my stuff is online. I’ve got a lot of feeds that I have subscribed to, quite a lot of inspiration, and not necessarily web stuff. I mean, there is a great website called “The Dieline.com” that is about packaging design, and they update so much, and that is pretty inspiring if you are looking at another medium from which to get inspired. In terms of news, not a great deal of sites… Sam Brown runs a really great site, Posh CSS, which is very handy and collects a lot of news about CSS techniques and experiments going around on the web. So do things like A List Apart, Think Vitamin, stuff like that… I’m a bit of a sucker for general gadgetery news, so Engadget is a big one for that. In terms of the web design industry… I don’t read anything like TechCruch… I don’t read a lot of blogs, basically… other designers, other developers, people who write about interesting things and try and stay on top of things that way. Obviously, there are certain people in the industry that everyone reads who are either offering some good tips and advice, or words of wisdom. In general, anyone who is doing some good work, I’ll often subscribe to their fed and see what is going on. Sorry, that is a really vague answer, isn’t it?

Ryan:
How do you keep up with all your feeds? Sometimes, I have times when I don’t have any time whatsoever to read any of my feeds. Do you allot yourself a certain amount of time each day, or do you do it every few days?

Elliot:
No, I try and do it every day, a couple of times… I don’t leave feed reader open at all, so I’ll open it once in the morning, probably during the first hour, and then maybe after lunch, just to catch up on a few things. Sometimes I go a few days without checking the feed reader, which is actually kind of nice in a way. You feel liberate and then you open it and think, “Oh god,” but I don’t subscribe to too many. I do have a lot of feeds, but probably not a lot by most people’s standards. I subscribe to 30, 40 sites max? I try to narrow it down… It’s like Twitter, I don’t follow too many people on Twitter because there’s too much out there, too much out there. Even though there is a lot of good content out there, I think that you’ve got to… purely for the sake of the time it takes to check these things, you’ve just got to narrow it down as much as possible.

Stanton:
I took a lot of inspiration from the writing my first hour off [???], and that is when I check my feeds, first thing in the morning when I’ve got my coffee… churn through the feeds, and then I figure I am done for the rest of the day. Any other links that I come across is from Twitter or things that are emailed to me.

Elliot:
Actually, that’s a really good point that I forgot to mention. I get so much current info through Twitter, probably more so than RSS, I would say, because the people I am following are the people who are finding out about these things, or trying new experiments, or writing really interesting articles, so Twitter I think is so good for that information. Obviously, it’s instant… Actually, it’s really good for filtering content, which actually answers the second part of the question, about evaluating the integrity of the sources. Because you are getting the information from people who you are already following, it’s filtering it to an extent, so that it’s already going to be fairly quality stuff. For instance, most links that people post that I follow, I will probably click on them, versus RSS reader, where I am just going to skim through a lot of stuff.

Question 3

topstair asks:

You see to have a lot of interests external to web design; music, writing, speaking. Can you talk about how these interests mesh into your web design practice. Are they fun ways to forget about code, or are they sources of inspiration to your design.

Elliot answers:

I’m not sure that they are necessarily inspiration for the design. Not for the most part… maybe they are. I suppose if I am writing something and it is a tutorial and an experiment, and I haven’t done something before, it’s a good excuse to maybe try something new, and then maybe work that into the project. In that sense, I suppose some writing stuff is inspirational to the design I do. Music allows me to do some different kind of design for myself, like websites and CD packages and stuff like that. I guess, in a way, that sort of influences it. The speaking is more getting the chance to talk about the design and the processes we go through and things like that, so it’s probably not an influence, but more an excuse to have a good old moan. Yeah, they are definitely fun ways to forget about code. I have a very short attention span, and I tend to get bored quite quickly if I’m stuck doing one thing for too long, so it’s really lovely to have a few side projects, burn yourself out a little bit, and then concentrate on writing an article or preparing for a presentation or doing music or something completely different. Anything can become monotonous if you do enough of it, even if it is something you love doing, and I love my job, but it is good to have something that breaks up your weeks and your months a bit better.

Question 4

terrisj writes:

I just finished my first design after reading Elliot’s book, Sexy Web Design, and I’ve never been happier with my own work. (Thanks, Elliot!)

So here’s my problem:

When I showed the design to the client, this person immediately asked for changes that will basically reverse all the sexy* details I spent so much time on (spacing, grid, etc.).

For example, the client wanted all the line-heights shoved closer together because the pages were too long and he didn’t want to have to scroll, among other things.

I try my best to avoid blaming the client. I know that’s not good practice, so I’d like to know how you deal with situations like this.

Elliot answers:

This is my favorite question, and also the hardest to answer, I think, but I am trying to gather my thoughts on this since it is something that has been bothering me a lot recently, and it is something I am going to work into a presentation or an essay or something at some point because I think it is a really really big issue. All of us face it, and all of us get frustrated by it. I’m not sure there really is an answer, and I think I need to gather my thoughts a bit more before I come up with some kind of answer.

I’ve had this problem recently where I was doing something, again, a very similar situation to Terrace Jay [???], designing something that was doing a few more interesting things, but not experimental necessarily, but more interesting than the other sites within that spectrum that the client was looking at. They liked that, but it really didn’t do what they wanted to do, which was essentially wanting something much more in line with what was out there. They wanted to keep it fairly safe. Yeah, it is hard to avoid blaming the client when they are taking your sexy design and turning it into something fairly plain. The answer, if there is one, is that we really need to educate our clients. Not in a condescending way, but to take this example that Terrance has got on there, where they want the line heights reduced so they get more above the fold or they don’t have to scroll as much, I really feel for him and this is an awful situation. This is really then about us saying, “OK, I see why you are trying to do that, and here is why I think you shouldn’t do that. It isn’t about me being a fancy designer who wants things that are pretty, it’s about things looking good, and they look good because the user is going to enjoy it more, they are going to stay on the site for longer, it’s going to be more legible, and it is going to tie in to the overall aesthetic that you are working towards.” Essentially, it’s about saying “Look, I’m a designer, and you’ve come to me to ask me to solve a design problem, and this is my professional design opinion that we should keep these line heights wider. Because of that, I think you should go with it.” Because of that, if all of this is explained to them, the client may then appreciate it and stick with it and go with a taller line height.

They may not. They may say, “Whatever, I don’t want it to scroll, end of story. I want to change it.” Again, it’s about educating your clients. Sometimes it will work, sometimes it won’t work. I try and do this as much as possible. Again, I’ve had some projects recently where I have had reduced the design to something that I would have originally never wanted to design, but it has fulfilled the brief. At the end of the day, we are getting paid money to fulfill the brief, so there is only so much you can argue there. But I definitely say in this case, with the line heights and stuff, that you could possibly use legibility arguments, general usability arguments, and obviously a thing that a lot of people overlook is that if something looks nicer, one of the things I talk about in the book, people will want to stay on the site for longer. We shouldn’t devalue the importance of making things look pretty. We’re not just doing it because we are designers and we like doing that, we are doing that because it actually serves a purpose. It’s trying to convince the client as much as you can and unfortunately that is not always possible, but I think that we really need to stress that we are the designers and that we know best.

Stanton:
I can’t remember which conference I was at, I think it was @media last year, I sat in on one of the presentations, and somebody posed a similar question: what do you do if your client keeps wanting to change the design and bits and pieces. They said, if you are a popular enough designer, you turn round and say “OK, I’ll make those changes for you, but I won’t be putting it in my portfolio.” They turn around and go, “Oh, why not?” and you can say “Well, I wouldn’t be happy with that design as a professional designer, but I’ll make that change since you asked me to.” Then they start thinking, “Uh oh, if they aren’t going to put it in their portfolio, then obviously it’s a really bad idea to do that.”

Elliot:
I think that is some brilliant advice, actually. There have been some projects in the last year where I haven’t wanted to put them in my portfolio. You can’t let that happen, on a big scale, because you won’t have anything in your portfolio, and if you don’t have a constantly updated, fairly forward portfolio, you won’t be getting any new work. I think that is great advice, definitely, and I would probably end up employing that at some point. But, all the same, you can’t let that be a get out point for the whole time, otherwise you’ll never fill up your portfolio.

Thanks goes to Ben Hardcastle for transcribing Elliot’s answers.

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Case Study: Wiltshire Farm Foods

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

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

When business models and user needs conflict

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

The Old WFF homepage

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

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

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

Working within constraints

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

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

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

Turning a negative into a positive

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

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

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

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

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

Franchises can offer personal service

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

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

WFF homepage

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

Screenshot of the local outlet information

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

Lessons learnt

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