Show 82: Microsoft drones

This week on Boagworld: Paul talks about managing enquiries, Marcus asks whether you should add links to your website on client sites and Rob Borley talks about ASP .net.

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News and events

Staying Creative

I came across a great article this week by Keith Robinson about how to keep being consistently creative. Constantly being creative can be a challenge sometimes, especially when a chunk of your time is spent on less creative activities like coding or consultancy. This article provides some incredibly practical advice about how to keep those creative juices flowing.

The one part that particularly resonated with me was the need for time to play. I am very fortunate at Headscape that Chris and Marcus let me have time to experiment and try new stuff. The result is that I am much more creative than when I used to do production work all the time.

However, this article also offers advice for those of you who don’t have the same luxury. It talks about how to force yourself to engage on even the most dull project as well as the need to pursue your own projects and interact with other creative people.

WCAG Samurai

Over a year ago now Joe Clark published an article on A List Apart entitled “to hell with WCAG 2.0“. Following this slamming attack he went on to create the WCAG Samurai who would develop an alternative to WCAG 2 based on WCAG 1. A year later and we have a working draft of WCAG 2 as well as the recently released WCAG Samurai guidelines.

I have to say the WCAG Samurai Errata is a lot easier to understand than WCAG 2.0 but WCAG 2.0 has come a long way since Joe Clark’s article. Personally, the arrival of the WCAG Samurai guidelines have generated mixed feels in me.

I not an accessibility expert and so am naturally drawn to the Samurai guidelines. They are easy to understand and don’t use confusing or vague language. However, at the same time I have a feeling that yet another set of guidelines is only going to confuse matters.

I guess my hope is that all of the different interpretations on accessibility will make clients realize that accessibility is about more than confirming to a series of checkpoints and encourage them to start thinking in depth about their accessibility policy.

Movable Type 4 (Beta)

Yes I use Movable Type. I know the rest of the world uses WordPress but movable type works for me. I run the boagworld website on movable type and have no intention of changing so don’t bother writing in trying to convince me.

That said, I wanted to point out the recent release of a beta for Movable Type 4. I have to say I haven’t installed it yet but it looks good. Its still in beta and apparently buggy in places but some of the features look impressive.

They have revamped the interface which in my opinion was better than WordPress anyway. They have improved the content management capabilities, finally added a WYSIWYG editor and added support for Open ID.

If you are not already a Word Press drone then check it out.

Mobile web developers guide

This week the dev.mobi website has released a comprehensive guide for mobile web developers.

If you have listened to this podcast for any length of time you will know that I am constantly banging on about the mobile web. Developing websites that work on mobile devices is going to become ever bigger business and although it is a challenging area, I think it will be a huge niche for those willing to embrace it.

Of course, at the moment it is a relatively immature market and finding good information can be tricky. However, this guide looks very good. I can’t claim to have read it all yet but from what I have seen this is a must read if you are looking to explore the area of the mobile web further.

Agony uncle: Promotional links

I was ferreting around in the forum for something to chat about and found this question from Remy:

I was wondering what the opinion was on adding a “Site built by Such and Co.” at the footer of a client web site.





I remember thinking it was normal practice in the late 90s and early 00s, but the more I look around today the less and less I see other web design/developer firms doing it.





I do think it’s a cleaner design if you don’t add a link off to a random (to the user) web site, but I remember hearing on one of the podcasts on boagworld that this is how this had contributed to Headscape’s (page)ranking on Google – i.e. by having well ranked web sites linking back to Headscape.





Just want to see what other people thought before I go and slap a nasty ‘who dunit’ at the bottom of my client’s web site.

This is a fairly old post and there’s a lot of interesting and useful stuff on there. But I thought that chatting things through, and letting people know what Headscape does, could be useful.

It generates business

It really does. Lots of it. I can honestly say that I think our credit (which was, interestingly, on a separate credits page) on the old National Trust site played a major part in whether or not Headscape would have survived its first couple of years.

I try to make sure that I always ask new enquirers how they discovered Headscape. Off the top of my head, I would say that around 1 in 20 say they followed a link from one of the sites we have built. We are currently talking to a prospect that followed the link on one of the university sites we developed.

Don’t expect a link

Whether a link appears is up to the client. Ask them if they mind. If they do, ask if you could have a link on a credits page or possibly just on a single page (e.g. ‘About this site’ if they have one or the contact page).

If they still mind, leave it.

We formalise the arrangement in our terms and conditions, as follows:

The Contractor shall have the right to incorporate, in a readily viewable location, a credit and hypertext link in the Deliverables.

Use useful wording

Useful wording to a search engine that is. For example, ‘Designed by Headscape’ doesn’t really help page ranking at all, whereas ‘Web design by Headscape’ does as it includes the search term ‘web design’.

Beware CMS based sites!

There is always the possibility that doing this could backfire. If a client has control over aspects of a site’s presentation then there is always the possibility that they could make a nasty mess of your excellent work. You have to ask yourself whether a link, in this case, is valuable.

Client corner: Handling enquiries

The idea of the client corner section is that we tackle questions clients have. However, this week I answer a problem I am facing myself; how to handle enquiries better. We get enquiries from the Headscape website and I just don’t think we handle them very well. I always have the feeling some are getting lost and when I go away on holiday they just don’t get answered. After some thought on the subject I think I have come up with some enquiry handling techniques that might help.

Ask the expert: Rob Borley on ASP .net

I often get people asking to know more about the way we work as Headscape. What technologies do we use, what approaches do we take, how do we make business decisions? To be honest I often avoid this questions because I don’t want this podcast to feel too much like a Headscape sales pitch. However, several times I have been asked by people why Headscape works mainly with ASP .net instead of PHP or Ruby on Rails so I thought we might take a look at that decision.

Knowing little about server side coding myself I thought it was best to get Rob Borley (our technical lead) onto the show to talk about the decision we made in going down the .net route.

Its actually a really interesting segment that gives a real insight into how we run our business and how we go about making decisions in regards to technology.

Show 81: Money Matters

This week on Boagworld: Paul gives advice to those who work with content management systems. Marcus finally talks about charge out rates and we talk to Dan Mall and Mark Huot about swfIR.

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News and events

37signals in Time Magazine

I notice that 37signals have made it to Time Magazine. This is exciting stuff because it shows the growing awareness in mainstream media of the explosion of web 2.0 businesses. However, the real reason I mention this article is because of what it tells us about how 37signals work. You get to learn about their focus on simplicity, the fact that innovation can happen outside of Silicon valley and their approach to a distributed company.

The one part of the article I personally found particularly interesting is how 37signals’ current suite of products was born out of a need they had to communicate across a distributed company. The idea of building a product that meet a personal need is a good one. It is particularly interesting to me as Headscape has started development of a product which does exactly that. I don’t want to say much more at the moment (as it might never happen), but this article contained a lot of valuable lessons for us.

AJAX tools

I seem to find myself doing more and more ajax and javascript these days. One of the more tricky areas is keeping the user informed about what is going on. I am encountering two specific problems:

  • How to draw the users attention to content that has changed
  • How to inform the user that content is still loading

The latter is fairly straightforward as you simply display a loading graphic. However, I am a lazy sod and can’t be bothered to hand craft a beautiful animated gif. Fortunately this week I came across AJAXload which generates those pretty web 2.0. loading graphics for you. Very nice.

Informing users of changing content is a bit more tricky. I have been aware of the fade to yellow technique for a while but that requires a white background, which my designs don’t ways have. What I didn’t know until I finished Jeremy Keith’s “Bulletproof Ajax” is that there is also a fade to anything technique. This is basically the same as the fade to yellow approach but the background colour doesn’t matter. Simply download the code and away you go :)

Waves of creativity

I stumbled across an article this week talking about the relationship between brain waves and creativity. This explained a lot about my own personal creativity! The gist of the article is that your brain needs to be relaxed in order to be at its most creative. This makes sense for me personally as inevitably I am at my most creative when I am lying in my bed at night.

The sad truth is that we spend most of our lives in a more agitated state and so creativity is hard to achieve. This dove tales nicely with my experience of implementing “Getting Things Done: The Art of Stress-free Productivity” (David Allen). Since reading that book I have felt much more relaxed and in control and hence I have been considerably more creative.

Eric Meyer explain why forms controls can’t be styled

A big thanks to Eric Meyer who has been kind enough to look into the incredibly confusing area of form controls and then explained it to the rest of us. Many web designers express a real frustration with the fact that you cannot consistently style form elements. Although personally I think it is generally unwise from a usability perspective to start mucking around with form elements, I have still always wondered why browser developers have chosen to give us so little control. In a recent post Eric goes into extensive detail about why form controls are “weird” but the upshot is that you are simply better off not styling them.

Agony uncle: Web Design rates

Another question from Bob in Iceland:

“Hi guys, I am becoming increasingly bewildered with what I should charge for web design work. I also do a fair amount of copywriting and content research. What should I charge? Should my rates change for different work? I am a one man band.”

Firstly, I should say that there is no real fixed figure for web design related work. It depends very much on a number of factors, such as:

  • Experience e.g. proven capability to deliver
  • Ability to deliver specialist services e.g. usability testing
  • Size
  • Diversity of staff
  • Location
  • Portfolio

However, to use a real example as a baseline, a survey carried out by eConsultancy a couple of years ago showed that English web design agencies employing 10 to 20 people with a turnover of approximately £1M, charged between £500 and £800 per day for most services. I expect this gone up a little since then.

Setting your rates is partly science, partly weighing up what the market will bear for what you offer.

You do need to work out to the best of your ability what your daily break even cost is but in, in theory, your annual figures should be able to tell you that. The biggest drain on any web agency, unless you have marble and gold clad offices in central London, will be your staff. Good creative/technical people don’t come cheap.

Be realistic from a number of different angles:

  • Don’t try and charge a grand a day if you’re straight out of uni with no experience under your belt
  • Don’t expect to have 100% effort allocation – 70% is excellent
  • Price projects as honestly as you can but remember that clients are human beings and really don’t like paying for project manager anywhere near as much as they do technical development

So should you charge different rates for different services. Again… it depends. Some jobs require a lower level of skill as part of the project. For example, recruitment (though an absolute pain) for any type of testing requires basic organisational skills and not,say, years of experience in project management. If you can outsource that work at a lower rate, then charge a lower rate, but if your PM ends up doing it then you have to charge at your PM rate.

For years we charged a flat rate across the board because it was simpler to manage and we felt clients liked it. Over the past couple of years we have done a lot more consultative work that has placed pressure on the timetables of the directors. This has led us to having the following rate categories:

  • Creative director – Paul
  • Consultancy – IA, business analysis, testing etc
  • Standard – design, technical, pm

We charge a fixed uplift (per client dependent on geographic location) for on site work – kick off meetings, testing etc.

Client corner: Advice for CMS users

I have been putting together a document for work that provides some basic advice for people who work with content management systems. It covers things like accessibility and writing for the web so I thought there might be some value in sharing it on the show. For complete notes on everything I cover check out the CMS user blog post.

Ask the expert: Dan Mall and Mark Huot on SWF image replacement

I was fortunate enough to get some time to chat with Dan Mall and Mark Huot the creators of SWF image replacement. We talked about:

  • What exactly swfIR is and how it works
  • What kind of scenarios they imagine it being used in
  • What inspired them to create swfIR in the first place
  • A little bit about the process of applying it to a site
  • What the future holds for swfIR
  • What it is like working at Happy Cog

No show next week

Just a quick note to say there will be no show next week as I am off on holiday to sunny cornwall. However, please continue to send in your suggestions for the show and don’t forget you can always check out the forums if you want your boagworld fix :)

Advice for CMS users

I have been putting together a document for work that provides some basic advice for people who work with content management systems. It covers things like accessibility and writing for the web.

Introduction

Although content management systems enable anybody to publish content to the web, they do not guarantee the quality of what is published. Many content managed websites are hard to use, inaccessible and poorly structured not because of any failure in the design or technology but simply because the quality of content is poor.

This document aims to introduce the reader to good practice for generating web content. In particular it focuses on advice about writing for the web and ensuring that what is produced is accessible to the widest audience possible.

Writing for the web

Writing great web content is a particular skill. Although it shares some characteristics with writing for other medium, there are many unique elements too.

Two traits make writing for the web, particularly challenging. Firstly is the perception that most people have that computers are being cold and impersonal. Many see technology as the enemy and so a good copywriter has to work hard to ensure their copy has a friendly and approachable tone.

Second is the fact that users rarely read pages in their entirety, but rather scan read. The emphasis is on looking for the next link that will take them one step closer to their goal.

Below we investigate these two challenges in more depth and suggest some possible solutions.

Writing style

Well-written copy should be both engaging and accessible. In other words it should overcome people’s inherent suspicion of technology and ensure that, as wide an audience as possible understand what is written.

Engaging with the user

Computers are immensely unfriendly. This is mainly due to their total inability to interpret or communicate the more subtle forms of human communication such as body language and tone of voice.

The result is that most people find interacting with a computer a cold and frustrating experience. However, there are techniques you can use to avoid the problem. These include:

Using a personal tone

By ensuring that your copy is friendly, informal and approachable, you help to counteract the inherent lack of personality associated with computers and the web. Even on a relatively formal site add more informality than you normally would in order to offset the users default perception.

Writing how you speak

If you are experienced in writing more formal offline documentation, writing in a more informal manner can be difficult. Although there is no one catchall solution to this, writing as you speak will certainly aid comprehension and generate a more informal feel.

Avoid being patronizing

The danger of writing in a more informal tone is that you overcompensate and your writing style becomes ‘chummy’ and patronizing. The writing as you speak rule comes in useful here. Picture your audience and ask yourself whether you would speak to them like that in a face-to-face meeting.

Making your copy clear

The W3C accessibility guidelines clearly state:

Use the clearest and simplest language appropriate for a site’s content.

In other words ensure that your reader can understand what you have written.

Many people make huge assumptions about what their audience understands and careful consideration needs to be put into this subject. Particular assumptions are made in regards to:

Jargon

A common pitfall is the use of abbreviations and acronyms within web copy. The assumption is that your target audience will already be aware of the jargon used. However, this is an entirely false assumption.

You cannot always assume that your audience will be aware of every acronym around. For example there are so many acronyms within web design that it would be impossible for one individual to know them all.

Secondly, the reader maybe relative new to your target audience and so still learning much of the ‘lingo’.

When writing copy ensure that whenever possible jargon is avoided and where that is not possible that it is accompanied by an explanation. We discuss acronyms and abbreviations further in the accessibility section.

Reading level

There are reasons why tabloid newspapers like the Sun sell so well. One of those reasons is because they require such a low reading level. As many as 40% of the population have a low literacy level and yet little consideration is given to their accessibility needs.

Even when writing for a well-educated audience you cannot make assumptions about their reading level. Many people suffer from attention deficit disorder, dyslexia or other conditions that could affect their ability to process what you have written.

Below is some advice on how you might go about improving comprehension of your copy:

  • Simplify punctuation – People suffering from a low literacy levels struggle with long sentences that include a lot of complex punctuation. Keep your sentences short and your punctuation simple.
  • Be consistent – There is often a desire when writing copy to vary your language to prevent a document appearing repetitive. Although this has its place it does make copy harder to comprehend. Where possible, use terms in a consistent manner across the whole site.
  • Use numbers not words – By simply referring to 1223 instead of ‘one thousand two hundred and twenty three’ you increase comprehension dramatically as well as shorten sentences and aid scanability.
  • Specify clear actions – If you wish a user to complete an action (for example to click on a button) clearly specify this. Do not assume the user will instinctively understand what is required of them.
  • Use imagery – The saying ‘an image speaks a thousand words’ is very true for low literacy users. If an image will help to convey the meaning of a page be sure to use it to support existing copy.

Although the techniques above are of particular benefit to low literacy users, they do actually offer benefits to all users. Ease to comprehend copy aids the speed at which information can be digested and helps users scan copy as we are going to look at next.

Making web pages easy to scan

It can be a depressing realization that users will probably not read your carefully crafted text. However, the sooner you accept this reality the sooner you can start to adapt copy to aid users in their hunt for information.

There are a number of techniques that can be used to help a user quickly scan through a page and identify the information they require:

Front loading

Front loading applies in two different contexts. Firstly, front-load the page by including a summary of the entire page right at the beginning of the document. This helps the user ascertain quickly whether the page is relevant to them or not. Secondly, front-load each individual paragraph so that the main point is first. Ideally a paragraph should only make a single point (see 2.2.2) but if it is longer then the user can get the gist by reading the first sentence.

Keep it short

Usability expert, Steve Krug recommends in his book “Don’t Make Me Think!: A Common Sense Approach to Web Usability” that a copywriter should take his copy, edit it down to half its original length and then half it again. This sounds like an impossible task but it is often easier than it appears. By removing repetition, marketing speak, and ‘happy talk’ (content with no real substance like ‘welcome to this site’) you will quickly find your content substantially reduced.

Keep paragraphs short

As well as keeping the page as a whole sort, you should ensure individual paragraphs are short too. Each paragraph should make a single point as this aids both user scanning and comprehension.

 

Keep sentences short

 

At a micro level you should also endeavor to keep each individual sentence as short as possible. Again this aids scanability and comprehension but also helps to remove any unnecessary ‘waffle’.

Break your copy up

As well as breaking up copy into short sentences and paragraphs you can also aid scanability by using other techniques as well. Look at each paragraph and ask yourself the following:

  • Can I associate a heading or sub heading with this block of text?
  • Could this paragraph be reduced to an easy to scan bullet point list?
  • Is there a key message in this paragraph that users need to instantly see?

If the answer to the last question is yes, then you might wish to use a breakout box (also known as a pull out). This is a technique originally introduced in magazines to ‘hook the user’. They would take a key line from an article and highlight it in someway (usually in a separate box) to draw the reader into reading the rest of the article. The same technique can be used on a web page to draw a users attention to a key point that they maybe searching for.

Many good content management systems (including Headscape’s own CMS) provide this functionality.

Accessibility

We have already touched on the importance of accessibility when talking about writing clear copy, however accessibility extends beyond simply the copy you write.

As a content management system user, you are required to go beyond just writing the copy. You are also required to enter the copy into the system so that it can be displayed on the site. This requires you to ‘markup’ your copy correctly.

The importance of markup

So what exactly is markup? Markup is the method by which you tell the browser what the content you are entering is, so that the browser knows how to display it to the user. This markup is usually written as HTML.

So, if for example you want to tell the browser that something is a heading you would mark it up like this:

<h1>This is a heading</h1>

or a paragraph would be marked up like this:

<p>This is a paragraph of text</p>

Of course, one of the main attractions of most content management systems is that you don’t have to know how to write HTML. Instead the content management system will add the code for you.

Historically content management systems didn’t even try to understand what any individual piece of content was. Instead they let you as the content management user, style the content to look however you wanted. So instead of telling the system that this is a heading you simply made it look big and bold so users of the site would know.

Although this sounds like a good approach in principle, it actually opens up a whole load of problems that are too extensive to cover here.

More modern content management systems, such as the ones deployed by Headscape, ask the user to explain what each piece of content is so that the system can add the proper HTML code.

The way the content management user does this is normally through a drop down menu of styles much like you find in Microsoft word. You simply select a block of text and choose the style which best describes that text.

Marking up content in this way brings a whole host of advantages including (but not limited to):

  • The ability to redesign how an individual style looks universally across the entire site without editing each page.
  • The ability to change the appearance of styles based on what device is accessing the content (for example a mobile device style).
  • The ability for screen readers and other assistive technologies to understand the site.

In short, a well marked up piece of content will be available to a much larger audience and is easier to change and adapt.

Text alternatives

Well marked up content is not the only way to improve the accessibility of your site. Another is to provide text alternatives for elements that some users will not be able to access.

The most common example of this is with the inclusion of images into your pages.

There are a number of reasons why a user may not be able to see the images on a page. These could range from viewing the page via a mobile device to the user suffering from some form of visual impairment. However, whatever the reason the solution is the same; add alternative text that describes the image.

Alternative text is only visible to users who cannot see the image and so does not impact the design in anyway. The method of adding alternative text will vary between content management systems but in most cases (including on the Headscape system) you will be asked to add some text when you try and insert an image. A good system will go as far as requiring alternative text before approving an image for insertion.

A common mistake that is made with alternative text is to use it as a caption for the image rather than a description of the image. The difference is subtle but important. An image of Marcus Lillington our sales director might read ‘Marcus Lillington is more than happy to speak to you about your requirements’. This would be a caption rather than alternative text. Alternative text should describe the image and nothing more. So in the case of our example it should read simply; ‘Photograph of Marcus Lillington – sales director’.

Finally it is worth saying that the principle of alternative text does not apply just to images. It should apply to any screen element that can only be understood visually. That includes Flash, video, audio or other plugin.

Meaningful links

Another common accessibility mistake is with link text. When a content management user creates a link between pages it is not uncommon to see links with phrases like ‘click here’ or ‘read more’. This presents a problem for two reasons:

Firstly, users who access the web using screen readers often have all links on a page read back as a list in order to save listening to every piece of text when all they want to do is find the next link. A link like ‘click here’ means nothing when read out of context.

Secondly, many users will scan a page looking specifically at the links. They don’t read the text before or after the link so again they see it out of context. The result is that, like screen reader users, terms like ‘read more’ mean nothing.

This problem is easily avoided by ensuring that all links make sense out of context. So instead of linking the words ‘click here’ in the sentence ‘click here for more news’ you simply link to the phase ‘more news’ or ‘news archive’.

Acronyms and abbreviations

Earlier we talked about how where possible jargon, acronyms and abbreviations should be avoided. However there are occasions where that is not possible.

In such situations your choices are very much dictated by the functionality provided by the CMS you are using. Unfortunately, many content management systems are not particularly helpful in this regard and you maybe limited to typing out a description in brackets each time.

However, more modern content management systems such as that provided by Headscape, allow you to select an abbreviation style. You can then enter the full description and this becomes available to the user without destroying the flow of your text.

This is achieved in a variety of ways but the most common is using a dotted underline. If a piece of text has been marked up as an acronym or abbreviation it will appear to the end user as text with a dotted underline. When the user moves her cursor over the text the cursor changes to a help symbol and displays the full description as a tooltip.

This provides a full description to users encountering a piece of jargon for the first time, without getting in the way of those who already know what it means.

Using tables correctly

Web design has changed a lot over the last few years and so have content management systems. One of the most significant changes has been a move away from table-based layout.

Table-based layout is a technique that uses tables to position content on a page. However this is an abuse of the table feature in HTML and can cause significant accessibility problems especially for users running on older PCs or using mobile devices.

We therefore strongly recommend that using tables for layout is avoided at all costs. Instead clearly markup the content using the descriptive styles provided. The system will do the formatting and positioning.

That said there is still a place for tables. Tables were originally intended for tabular data (data made up of columns and rows, like that found in a spreadsheet). If you have information like this you wish to include on a page, then this is when you should use a table.

Working with imagery

Although we have already spoken about imagery in the context of alternative text it is worth noting that there are other accessibility issues relating to imagery you should be aware of:

Animation

Animation can be a problem area if not handled correctly, so generally speaking it is better to avoid the use of animated imagery unless it helps explain the content in someway.

The main reason that animation can be problematic is because certain forms of cognitive disability can be made worse by flashing animation. It can prove distracting and make it harder to process the content being read.

If animation is to be used we recommend:

  • That the user is given the ability to disable the animation
  • That the animation is not too rapid so that it proves less distracting
Colour

Finally, it is worth noting that a considerable proportion of your users will suffer from some form of colour blindness. For example almost 1 in 10 men are colour blind. In addition it is possible that other users will be accessing your site through black and white monitors on mobile devices. It is therefore important to ensure that any imagery you use is not reliant on colour to communicate information and that there is sufficient contrast between foreground and background colours.

These two issues are addressed in the W3C guidelines on accessibility:

2.1 Ensure that all information conveyed with color is also available without color, for example from context or markup.

2.2 Ensure that foreground and background color combinations provide sufficient contrast when viewed by someone having color deficits or when viewed on a black and white screen.

Further information

Hopefully this document has been useful in outlining some of the basics of writing content for a website. However, we have obviously only been able to scratch the surface.

If you would like further information, please do not hesitate to contact Paul Boag (the author of this document) using [email protected].

Show 78: POSH?

This week on Boagworld: Paul redesigns the way clients and designers interact, Marcus asks if you really need a content management system, and Garrett Dimon sharings his experiences of information architecture.

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News and events

Breadcrumbs are good, its official

When Jakob Nielsen speaks the world listens. This week he has come out with the shocking revelation that Breadcrumbs are good. Okay, so this doesn’t come as a surprise to most of us, but its still an interesting read. Apparently more and more people have come to rely on this secondary navigation tool and notice if it isn’t there. Jakob believes that breadcrumbs never cause problems in user testing (although sometimes they are not seen) and provide a wealth of benefits to visitors that do use them. Finally, he goes on to talk about the fact that breadcrumbs should always show a sites hierarchy rather than the path a user has taken through a site.

Techcrunch drool over Silverlight

So the guys over at Techcrunch have spent the last week at MIX07 and seem to have been brainwashed by the nice fellows at Microsoft. They are positively drooling over Silverlight, Microsoft’s challenge to Flash. In one post they say:

“It makes Flash/Flex look like an absolute toy… without exaggeration, Ajax looks like a bicycle next to a Ferrari when compared to Silverlight”

Personally, I haven’t had a chance to look at Silverlight yet so cannot express much of an opinion. However, I find it hard to believe that Silverlight will topple Flashes dominance before Adobe responds with something equally impressive.

Although competition can never be a bad thing, it strikes me that this is yet another plugin for people to download and another platform we have to worry about developing for.

RSS in plain english

RSS can be a difficult concept to get your head around the first time you encounter it. Its still a good idea to explain what RSS is on your site for those that don’t know. Obviously you can create a page yourself explaining or sometimes I link to the BBC website which provides an excellent description. Of course if you want something a little more exciting you might want to link to this superb video that explains exactly what RSS is and how it works. Its just a shame they don’t offer the option to embed it directly into your own site.

How POSH are you?

I have to say I was very cynical about this news story when I first encountered it but after hearing Jeremy Keith’s argument on the last .net podcast I have to say I am coming around. POSH is yet another another “catchy” web acronym. It stands for “plain old semantic HTML”. So why do we need yet another acronym? Well the argument goes that nobody is getting excited about semantic HTML these days. Its just not cool. Instead we are obsessed with Microformats or AJAX, things that are perceived as being “in” and “trendy”. The POSH acronym is designed to get us talking about semantic HTML again. The idea is that we start blogging about how we mark stuff up and sharing ideas with one another. The example Jeremy gave on the show was; what is the best way to mark up a conservation in HTML? He suggested that it was simply an ordered list of blockquotes. Do you put that much thought into your code? I can’t say I always do.

So with that in mind I have opened a new section on the Boagworld forum where you can post your examples of good code. You can ask questions like; what is the best way to markup… or simply post how you choose to markup different elements. Whatever the case lets start sharing our good practice in HTML.

Client corner: Do you really need a CMS

Apart from a few ‘design only’ projects we get involved in, every tender that comes through the door includes the words “control over content is a must have”… or words to that effect.

But thinking about all the ‘full’ CMS based projects we have delivered, is that really what the client wanted/needed?

So what types of CMS solutions are there? Here’s a quick summary:

Limited CMS (non-structural) e.g.
  • News
  • Events
  • Popular a few years ago when ‘full’ CMS was a much more expensive.
  • Pros – simple to understand (and build)
  • Cons – clients tend to request more and more areas of the site become CMS controlled and you can end up with a bit of a mess and the cost of replacing can be prohibitive.
Blogging tools
  • Article based
  • With commenting
Full CMS
  • Control over structure: move pages, edit pages, create news pages (and sections) and the front end navigation updates automatically
  • Usually modular: news, events, downloads, forms (dynamic), lists, newsletter, etc
  • User management: Roles, permissions, preview, workflow
  • Licensed or bespoke?

You need to ask yourself a couple of fundamental questions:

Even if I have these tools, will I have time to use them? All websites need to have an owner or editor. Someone who’s job it is to manage all content sources and keep the site up to date. We have been asked many times to carry out work content population work on a CMS that we built…

How much of my content needs updating more than monthly and how often do I need to add new pages to my site? It seems that having the ability to extend a site is often seen as a ‘must have’ when in reality new pages are only added, say, quarterly at most. Added to that, the only content that changes regularly is, for example, news, events and case studies. Employing an agency to add new pages and manage site structure/navigation is not a big job (though some seem to charge extortionate rates). Added to that, clients who do not use a CMS very often tend to forget how to use it and then go back to the agency simply because of that.

To summarise, think very carefully about your requirements in this area and talk to prospective agencies about what they recommend. You could end up making a costly mistake.

Ask the expert: Garrett Dimon on Information Architecture

I am a huge fan of Garrett Dimon’s work and so I am really excited to have him on the show this week. Garrett’s job title is “information architect” and so unsuprisingly he joins us to share some of his experiences on working with information architecture. His advice includes:

  • Embrace constraints
  • Know when to challenge the constraints
  • Explore lots of ideas
  • Work in conjunction with clients
  • Don’t use your computer
  • Throw away more than you keep
  • Don’t worry about the details until later on
  • Simplify and cut back on details
  • Communicating is more important than documentation
  • Make your IA deliverables visual as they are easier to understand

Agony uncle: The wish list brief

This week I am back on Agony Uncle duty with an email from Dan in Swansea:

I am increasingly frustrated by the briefs I am getting through from potential clients. They read more like wishlists than real briefs. They lack focus and often ask for functionality they just don’t need. How do you respond to briefs like that?

Its a great question and set me thinking a lot about the web design process. In fact it was the primary motivation for a recent blog post on the subject which we talk about on the show. I think the key to this question is to not be afraid to go back to the client and challenge them. Perhaps propose a rough costing based on some of the items in their list but suggest that the first step (if you are taken on) would be to define and price a more accurate brief. I think most clients will respect you for suggesting an alternative and more effective strategy. In many ways its like the speculative design argument, it may feel scary to challenge the client before anything is signed but in my experience clients respond positively to a carefully thought through argument.

Review: Spoken Text

A while back I asked people to submit their own reviews. I didn’t specify that people couldn’t review their own product and so I recently received a review from Mark promoting Spoken Text. Now, I don’t want to open the flood gates to shameless self promotion but I like spoken text so much that I want to include it on the show. It is basically a free, text to speech system that allows you to convert multiple file types into audio files.

Mark shares four great reasons why he thinks we might be interested in it as web designers:

  • Use spoken text to provide alternative audio versions of the content on your website
  • Allow users to record and save any content from your website they want
  • Create a podcast of your websites content
  • Create your own podcast of other people’s content that you want to listen to while on the go

There are two things that excite me most about this service (beyond the fact that it is free). First is the accessibility benefits it could bring for visually impaired users and secondly the ability to make instant podcasts of new stories from your site without the complication of finding somebody to present it.

This isn’t a service that is useful to everyone but I think in certain circumstances this could be a killer app.

Show 72: Neverending Beta

On this week’s show: web stats meet usability testing, Apollo and why it is important, working with corporate colour palettes and how to sell your web design services.

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News and events

This week appears to be the week of never-ending betas however I have managed to squeeze in some pointless fun and an article about accessible content management systems:

Click2Map

There seems to be a growing number of tools out there that make the management of Google Maps easier. One that I have just discovered this week is Click2Map. You can easily and quickly add custom markers by entering an address (even if you are outside of the US). It is still in beta and needs a lot of work (for example you cannot integrate the maps directly into your site) but it is still great for a quick and easy way of linking to locations.

Popuri.us

Another “beta” service I spotted this week is Popuri.us. This site provides SEO reports on your site including rankings on Google, Yahoo, Alexa, Delicious and Technorati. Currently it seems to be suffering from some performance issues; nevertheless it gives a good indication of your online visibility. Of course if you are a Firefox user you may find the SEO add-on more convenient.

Finding an accessible CMS

One of the biggest complaints against content management systems is that they are often not very accessible. Gez Lemon has been kind enough to do an analysis of a whole bunch of them for us and provides a great article on the pros and cons of each from an accessibility point of view. If you are considering implementing a CMS and care about accessibility (which you should do) then check this out.

Arial vs Helvetica

So you think you know your typefaces? Maybe you are even a bit of a typography snob? But, can you tell the difference between Arial and Helvetica? Of course you can, at least that was what I thought until I actually tried.

Selling your web design services

So this week’s client corner is seriously lacking advice for clients (sorry about that). Instead Marcus takes a look at the subject of selling your web design services. Surprisingly for Marcus, he has written fairly comprehensive notes on what we covered so here you go…
You may build the best websites in the world but if you do not know how to sell your services then nobody will hire you. Web design, like nearly everything, is a competitive marketplace and simply being a good designer/developer is not enough. You also need a sales and marketing hat.
That said, it does seem that there is more work out there than agencies to do it.

Cold call?

Don’t buy databases of ‘quality’ contacts in a particular sector. I may be cynical but I reckon the vast majority of these ‘leads’ were tricked into supplying their details. You’re trying to sell solutions to your potential clients’ online problems not pallets of dog food. I my experience, cold calling is a waste of time and effort – the only way you’ll win work is if you’re lucky enough to call someone when they’re about to release a tender.
The only exception to this rule are local businesses where picking up the phone and saying ‘hi, we’re just over the road from you and we’re really good at what we do. If you ever need the services that we provide please do include us in any suppler selection process you intend to go through’. If they’re friendly why not meet up for a beer (see Love Your Clients)…

Focus on a specific market sector

If your only case study is a sewage works site then go after other sewage works sites first. This is common sense: you have a proven ability to produce a website with probably very similar features to the one the other sewage site wants. You have a real, live working example to show them and a client who will (hopefully) say nice things about you.

Tender sites

I get asked about these a lot. They are (I think) better than straight cold calling but not much. Golden rule – don’t do any speculative design work as some may be a scam. I think most of these are simply there because a lot of tenders are required to be competitive but the client already has a preferred agency.  I have generated a ‘nose’ for when we are making up numbers so, if you get that feeling, be brave, walk away…
Of course, try to talk (and I mean talk not email) to the client. Be bold, ask questions about how many others are going for the project, what is the budget (we need to know to be able to provide the most appropriate solution), are the deadlines set in stone etc etc etc… If you’re getting negative feelings… guess what… walk away…
If you do decide to go for something off one of these sites, I recommend the following as a response:

  1. boiler plate ‘Why Us’. You should already have this in another proposal. Up to 10 pages of skills, experience, examples of design work and above all USP.
  2. No more than 2 sides of A4 of ‘your solution’ i.e. a summary.
  3. Tasks by task breakdown of price (inc. payment terms with at least a third up front (‘on delivery’ if you’re really worried about the client!)

The trick here is to start at the bottom. Do the task breakdown first (it may put you way over budget if you know it – if so, walk away) which will lead to an obvious solution summary then tack the ‘aren’t we great’ on the front.
The idea is to put as little effort in as possible without making it look that way.
Much better idea to…

Market, market, market!

There are so many ways to market yourself. For example, you can drive round your local neighbourhood shouting through a loud hailer if you like! Headscape’s marketing effort is focussed virtually solely on Boagworld now. The point is, try to find something that you can do that you feel passionate about and will get people either ringing you directly or, just as good, recommending you to others.

Know when to walk away

It is the hardest thing in the world to do, but it is important that you know when to turn down work. There are times when the clients requirements are unrealistic or the job is simply too big. On other occasions, the chance of winning a job does not justify the investment involved in pitching for it. There is a natural tendency to want to run after every piece of work, but sometimes you just have to say no.
I got the impression listening at SXSW that the agencies I most admire (e.g. Happy Cog) simply wait around for projects that they are interested in and the clients should be damn grateful! Or maybe that was the impression that Mr Z wanted to convey.

Ask an expert: Aral on Apollo

Aral Balkan is one of my favourite speakers and this week in the “ask an expert” section he puts his enthusiasm and humour into an insightful introduction of Apollo. Apollo is a new development platform from Adobe that allows web designers to start developing desktop applications.

Working with corporate colours

This week’s agony uncle question is based on something I found in the boagworld forum. Pecko asked whether we should use Photoshop to convert corporate colours for the web or whether we should do it by hand. A lot of the people on the forum argued that you should allow Photoshop to take the strain but in the show I argue that we should do it by hand. My argument was based on something I had read before and yet I couldn’t for the life of me remember where I had read it. I eventually found it was from a brilliant article by Jason Santa Maria on 24 Ways. I hope he will forgive me for not crediting him on the show.

Review: ClickTale

I was recently asked to beta test ClickTale, a new statistics-tracking tool. Not only does it provide you with all of the basic web stats you would expect, it also allows you to watch recordings of how users interact with your site. You can see their cursor move around the screen, watch them scroll and even move between pages. The product is currently in closed beta but it is definitely worth keeping an eye on because it is extremely powerful and acts as a passable alternative when usability testing is just not an option.

Podcast 37: Design process

This week on boagworld.com, Paul and Marcus look at designing for content management systems, how to develop a design from scratch and a great introduction to standards based development.

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Paul’s approach to design

In response to a question from Liz, Paul discusses the way he approaches producing a new design. From establishing initial page elements through to early sketches, Photoshop mock-ups and final HTML build, Paul works through his entire process.

Paul and Marcus also discuss an excellent post where another web designer lays out his process through a series of screen grabs.

Techno-buster: The importance of testing

Following a suggestion by Rosie, Paul and Marcus talk about the importance of testing and how it is an area that is often overlooked, to the detriment of many web projects. They discuss who should test, what should be tested and the different levels of support afforded to different browsers.

Designing for content management systems

This week’s main topic is about designing for a content management system and the unique challenges this holds. The conversation largely revolves around the issues covered in Paul’s previous post on the subject.

Read, Design for your CMS

We resource review

This week’s recommended site is “A beginners guide to CSS and standards“.  This excellent step-by-step tutorial is a superb introduction into building websites the right way. For too long there has been no  clear introduction into web standards and this certainly fills in the gap nicely. Not as good or comprehensive as Ian Lloyds book on the subject. It is nevertheless an excellent start.

Podcast 32: In-house vs. outsourcing

Decisions, decisions… develop in house or use a third party web design company? This is discussed in this weeks podcast along with other bits and pieces.

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The decision of whether to develop your website in house (by taking on additional staff) or outsource it to the third party web design company can be a tricky. This week Paul and Marcus look at the pros and cons of both approaches as well as throwing in some additional options for good measure.

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Also in this weeks show:

In-house vs. outsourcing

The decision of how you are going to resource your web project will radically affect not only the price of the project but also how that website develops in the future. It is therefore important to understand the options available to you and to know the pros and cons of each.

Although there are some alternative approaches that I will discuss later, you basically have two options available:

  • You can use internal resources within your organisation to develop your new web project. This can either be existing staff or new employees that have been recruited specifically to work on the website.
  • You can outsource the project to a specialist web design agency who can work either on a fixed price or time and material basis.

Either option has both its advantages and disadvantages:

In-house development

In short, an internal development team demonstrates a greater commitment to placing the web at the heart of your business

If you envisage that your site is going to need ongoing support and development (beyond basic text amendments that could be completed via a CMS) then hiring in-house staff may well be the best way to proceed. Although this does produce an ongoing financial commitment in the form of salary, equipment and training, it will ultimately be cheaper than the higher rates you will be forced to pay an external agency. An in-house development team will not only understand your business better than an external agency but will also be in a position to push the virtues of the web internally on an ongoing basis.

In short, an internal development team demonstrates a greater commitment to placing the web at the heart of your business and a vision to ensure your site evolves overtime instead of going through sporadic redesigns.

Outsourcing your web project

External agencies are often better placed for dealing with more challenging sites.

Of course having an in-house team isn’t always appropriate. For a start the ongoing financial commitment may simply not be an option even where site evolution is the preferred approach. Secondly, external agencies can sometimes have the advantage when it comes to complex and cutting edge sites. External agencies are normally larger than in-house teams including more specialists in specific fields (e.g. accessibility, usability etc). In addition because of the competitive nature of external agencies there is more pressure on them to keep up-to-date with the latest innovations and developments. As a result they are often better placed for dealing with more challenging sites.

Finally there is a danger in some organisations that the in-house web team can become “institutionalised” whereas an external agency will bring a fresh perspective that can challenge internal preconceptions.

Management mistakes

Of course the biggest factor in undermining in-house teams can often be mistakes made by management and not anything to do with the team itself. One such problem is recruiting the wrong person for the job. Often smaller organisations will recruit a web developer when what they really need is a web strategist and evangelist. Although coding and design are important skills, a smaller organisation needs to have somebody with business acumen that can help the organisation identify opportunities to utilise the web and to promote its use internally.

However, probably the biggest mistake made my management is ignoring the internal team they have. As a member of an external agency who works with in-house teams on a regular basis, I am constantly amazed how often we are brought in only to validate what the in-house team has already been saying. It is as if our presence is required simply to mediate in the internal politics that can often be found in larger organisations.

Other approaches

Of course choosing how to develop your website doesn’t need to be a black and white choice between in-house or outsource. There are in fact a number of other options to suit different organisations:

Ad-hoc specialists

For larger organisations it may sometimes be appropriate to bring in specialists to compliment an existing in-house team. For example specialists in accessibility, usability or design can often work well alongside an in-house team primarily made up of coders.

Part time contractors

For smaller organisations that cannot afford fulltime in-house staff but who wish to enjoy the benefits that come with that approach, there is the option to take on a part-time contractor. These individuals will probably have 2 or 3 websites they manage on a regular basis but still will be able to work more closely with you than an external agency.

Maintenance contract with an external agency

Although probably the most expensive approach, maintenance contract with an external agency does provide the best level of service. If the agency provide the right kind of service this can be very much like working with an in-house team. The agency will really get to understand the business, evolve your website on a regular basis and still provide all of the benefits of an external agency.

Conclusion

In many ways the title of this entry is somewhat misleading. The decision between development in-house or outsourcing is not a black and white one. Different solutions are right for different organisations. However I believe one thing is universally true, whether you use an external agency or in-house staff, you need a “website owner” within your organisation who is the project manager for any work done and the evangelist for the site within your company.

Holier-than-thou standardites

A number of things have happened recently that have got me thinking about the state of web design. I find myself increasingly concerned about the mentality that is developing within certain parts of the industry.

I guess a recent interview I did for Dustin Diaz started me thinking. We found ourselves on the subject of whether I ever got sick of talking about good practice in web design (things like web standards, progressive enhancement etc.). I explained that this is where my real passion lies and that boagworld.com exists to communicate best practice in a way that isn’t patronising or full of technbabble, which nobody understands.

I have become increasingly concerned that there is a growing divide between those who have grasped this new methodology for designing websites and those who have not. The problem is that many of the "Standardites" have a holy-than-thou attitude, which can seem very condescending to those that aren’t "in the know". In our desire to promote standards we have made those who are not yet using them, feel ignorant.

Not me too!

What has disturbed me most is that I have found myself doing the same thing. In my last podcast, I ranted about another web design show that promoted all kinds of bad practice. In next weeks show I moan about the "ignorance" of some designers when it comes to accessibility (following comments made on sitepoint.com about the target case). In both cases, I may have (and probably did) come across as very dogmatic and arrogant. This kind of approach only builds walls making it harder to educate and inform.

Take for example Andy Clarke’s comments to accessify.com:

Those people still delivering nested table layout, spacer gifs or ignoring accessibility can no longer call themselves web professionals.

In the past, I have praised Andy for these comments and I still believe that they are in essence true. However, now I find myself wondering if comments like that actually help. If I wasn’t using web standards and had not yet faced the challenges of accessibility, I would find those comments very demoralising.
There can be all kinds of reasons why people haven’t adopted these new "best practices". Whether it is a lack of time and training, or simply that they find them too challenging, when in the past they have relied on a WYSIWYG editor like Dreamweaver. Whatever the case we should be aiming to encourage and not condemn these people.

The web standards gang

There is a definite web standards community who all read the same blogs and go to the same conferences. When you are in this group it is hard to conceive that people have not yet grasped the concepts of standards and we are in serious danger of becoming increasingly insular.

My hope is that boagworld.com can bridge that gap and convince people about "web design good practice" without bashing them around the head with it.

Podcast 24: Selecting a content management system

With almost all clients wanting to have at least some control over their websites, the choice of content management system has become a key component in a successful website project plan.

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This week Paul and Marcus are joined by fellow Headscape employees, Mark Crawley and Chris Scott in the new Headscape office!

Boagworld news

This week Paul rants about a new web design podcast while praising another that has been nice enough to massage his already over-inflated ego.

Talking of over inflated ego’s, Paul wants to remind everybody about the Geek Dinner being thrown in his honour (well that’s how he likes to think of it) this coming Thursday. Paul and Marcus can’t wait to meet all four of their regular listeners in person as well as making a load of new geek friends who have never heard of this podcast!

Techno buster: Server side and Client side

Why is it that all web developers like to speak their own special language? This week Paul and Mark unpack the differences between server side and client side by trying to explain the roles and limitations of both in plain English.

Main feature: Selecting a content management system

Paul kicks off by discussing the four types of content management systems:

  • Editing of static HTML websites using tools such as Dreamweaver and Contribute
  • Editing of specific site sections like news and events
  • Editing of entire site content including site architecture
  • Enterprise level content management with workflow and permissions

The discussion then expanded to look at the pros and cons of bespoke content management systems vs. off the shelf products. Finally we ended by looking at what factors should influence your decision when choosing a CMS.

Factors included:

  • The flexibility to control site design
  • The hosting requirements of the CMS
  • The functionality offered by the system
  • The expandability of the CMS
  • The learning curved required to implement and use the CMS
  • Your budget
  • The systems support for accessibility and web standards
  • The quality of the WYSIWYG editor

Related article: Designing for your CMS

Web resources: CMS related sites

Open Source CMS
This great site allows you to view demos of every open source CMS imaginable as well as providing user ratings and an extensive forum. As the name suggests this is a great place to start when looking for an open source CMS.

CMS Matrix
This site allows you to compare several content management systems based on a variety of criteria including security, flexibility and support. This is an excellent site if you are trying to narrow your field of options.

Xstandard
Xstandard is truly a top of the line WYSIWYG editor. It produces valid, accessible code as well as allowing designers to limit the control content editors have over the appearance of a site. We have covered this editor before but it’s so good it deserves a second mention!

Your thoughts

We have received loads of email relating to content management systems already and so we know this is a big area of interest for our listeners. Share your thoughts and experience of using content management systems by posting a comment here.

Design for your CMS

With next weeks podcast being on content management systems I have been thinking a lot about how they work. In particular, I have been mulling over the unique challenges they create when it comes to the front-end design.

One of the biggest areas of business for us at Headscape is the creation of design templates for content management systems. A lot of organisations have in house developers who purchase or build their own CMS but don’t have the skills to do the design work involved in the front end of the site. As a result, they come to us looking for help.

Over the years, I must have worked with dozens of different content management systems, all with their own unique constraints. I really have seen every quirk imaginable, from systems that only allow colours chosen from the web safe palette, to a CMS that insisted on a strict three-column layout for all sites.

However, probably the most universal problem with any CMS is that it gives the website administrator limitless control. "Isn’t that half the point of a CMS?" I hear you cry. Well yes, it is, but that doesn’t mean it can’t prove annoying if you’re trying to design the interface. Let me explain what I mean:

Limitless sections

Many content management systems give website owners complete control over the structure of their site including the top-level sections. This means they can continue to add sections until inevitably they break the design. This is especially true of horizontal navigation because you obviously want to avoid horizontal scrolling. To be honest your options are limited:

  1. You instruct the users not to add top level sections or disable that feature.
  2. You avoid horizontal menu’s entirely and design your site in such a way to allow for expanding of vertical navigation.
  3. You create a horizontal navigation that wraps nicely when there are too many sections.

None of these options are particularly elegant, nevertheless this is something you need to consider carefully in the design stage.

Deep navigational structure

Of course, the problems don’t stop there. If a user has control over the structure of the site, it is also possible for them to create sections, within sections. With this kind of limitless flexibility, you cannot presume in your design that you only need to display one or two levels of navigation. In theory, your navigation has to be limitless.

This problem can be solved in a couple of different ways. One option is to show only the siblings, parent and children of any particular page. This works very well particularly when used in conjunction with breadcrumbs, however it does have some drawbacks.

Another approach is to use a breadcrumbs style of navigation. This is something I have covered before in my entry entitled "Dealing with complex navigation" so I won’t go into anymore details here.

Varying column heights

Of course as well as expandable navigation, there is also potentially endless content! With few clients following Steve Krug’s rule of taking your content and halving it, pages can get incredibly long. However, on other occasions it is common to find the navigation being longer than the body copy. With content and navigation being so flexible it is important that your design can comfortable expand or contract to fit what is there. The golden rule here is to test endlessly with different content and different navigation to see if your design breaks.

Ever-expanding names

With users having control over naming pages, another problem arises. As web designers, we have learnt that short snappy names for sections are much easier to read and digest. As a result, we tend to design on the assumption page names will be relatively short. However, you cannot guarantee this if the client has control over the site structure. Make sure you check that page names wrap nicely whether they appear at the top of the page or in your main navigation. Always design for the worst-case scenario and remember if your site is multi-lingual that some languages can have words considerably longer than their English equivalents.

Interchangeable boxes

Not only can the user control the site structure and page content but in many content management systems, they also have some control over the layout. This is often particularly true on the homepage where they can often reorder content "modules". This means any design that you propose has to be flexible enough to allow these "modules" to be moved around. The trick is to do this without the design becoming too blocky. I have found that using curved corners, overlaid imagery and removing borders can help to blur the lines between these "modules", creating a less boxy feel.

The evils of the WYSIWYG

Probably the biggest area of concern is the dreaded WYSIWYG editor. With this, a client can ignore all your lovely design rules and do whatever the hell they like with your page. This is probably the biggest danger area in content management design.

My recommendation is to try and persuade the client to swap out their CMS default editor with something like Xstandard. With this WYSIWYG the client enters content semantically rather than worrying about the design. In other words they tell the WYSIWYG that something is a heading and the CSS file defines its look, rather than the user defining the font, styling and colour themselves. Failing that it is important that the designer provide a very clear style guide covering exactly what is acceptable and what is not.

What’s your experience?

These are just a few of the challenges that I have discovered over the years but I would be interested to hear what your experiences have been? Which content management systems have you used and what problems have you encountered. What advise would you give to somebody designing for a content management system for the first time? Post your comments here.

Web Design Podcast (7) – Content is King

We have received a lot of request to look at the subject of content management. So, in this weeks podcast we will be looking at why content is important, how to make your content accessible, give some general advice on copywriting and final how to make the most from your content management system.

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Below is a brief outline of the things covered in this week’s podcast as well as links to some of the sites mentioned:

Poor quality

Let me just apologise in advance for the poor quality of the audio this week. Due to the last minute death of my motherboard we had to change the audio setup and so things are a little ropey. Back to normal next week (hopefully).

This week’s news

View the new boagworld.com mission statement!
Listen to the Web Essentials 2005 podcast
Try out the new web design podcast at webaxe
Read Jacob Neilsen’s top web design mistakes of 2005
Learn how to use Dreamweaver 8 to create sites built using web standards

Main Feature: All about content

Why is content so important?

  • Because users are not impressed by design anymore
  • Because content is not always shown in the context of your design (Web feeds)
  • Because written content improves search engine rankings
  • Because good content keeps users coming back for more
  • The accessibility of content
  • WAI guidelines insist on accessible content (14.1 Use the clearest and simplest language appropriate for a site’s content.)
  • Learn more about making content accessible.

General advice for web copy

  • Make it personal because computers aren’t
  • Don’t patronize
  • Remember the medium (its hard to read on screen)
  • Avoid marketing talk
  • Avoid jargon
  • Remove happy talk
  • Read more advice on writing effective web copy

Managing content

  • Remember you do not always need a full cms!
  • Establish your needs before looking for a solution
  • Content management systems wont solve your content problems
  • People see updating copy as a unimportant part of their job
  • It is important to have a web editor to bully people into contributing and in order to ensure consistency across the site.
  • Provide training on more than just your CMS. Cover good design and copywriting too.
  • Make sure your training is supported written documentation
  • Invest your money in the people that edit your site NOT the technology.
  • Learn more about managing site content.

Get yourself a great WYSIWYG

While in the process of rebuilding the Headscape website, I have come across the ultimate in WYSIWYG editors for your content management system.

If you are a regular reader of this blog, you will know that I have been trying to rebuild the Headscape website for a very long time. One of the main reasons for a rebuild is that our current site does not demonstrate the web standards and accessibility experience that has become core to our company’s approach.

The problem with Content management systems

Of course, it is relatively easy to build a web standards site and ensure it conforms to the basics of accessibility but it is much harder to keep it that way. In my experience, it is the WYSIWYG editor that often lets you down. The whole point of having a content management system is to enable even those with no programming knowledge to make changes to their site. Unfortunately, the majority of content management systems rely on editors that provide the user with little or no help ensuring that the underlying code is clean and accessible. The result is that within days of launching a site becomes non-compliant and potentially no longer accessible.

An outstanding solution

Enter XStandard.

Unlike many WYSIWYG editor that rely on native Internet Explorer Active X components, XStandard has been built from the ground up to provide standards based code and highly accessible content. Not only that it has been beautifully designed to be easy to use and novice friendly.

Superb features

Just some of my favourite features include:

  • The user selects from a list of clearly named tags that define what content is NOT what it should look like. The designer’s style sheet then automatically controls the appearance of these tags.
  • Encouraging the user to conform to accessibility guidelines. Wherever possible it automates this process and if it cannot it prompts the user.
  • Enables drag and drop of both images and files directly from your desktop
  • Microsoft word documents can be copied directly into the editor and it cleans the code and marks it up appropriately.
  • It has a multi-lingual spell checker built-in.

The list above refers to the best features from the users’ point of view. There are also numerous benefits from the programmers’ viewpoint as well.

Responsive customer support

The other thing that particularly impressed me is their customer support. We have received fast responses to our email enquiries and they have done everything possible to deal with all of our queries.

Problems with pricing

I have only one criticism of the product and that is its pricing policy. The price is calculated on both user licenses and site licenses which gets very complicated especially when integrated to a cms that can generate unlimited numbers of users.

Highly recommended

However other than pricing I can thoroughly recommend this product. Not only will we be adopting this editor for our own site we will also be integrating it into all of our content managed sites moving forward. In fact I would go as far as saying that if you already have a content management system that uses another editor that you should seriously look at the possibility of retro fitting this editor into your site.

Managing site content

The majority of our clients now run content management systems on their sites but is a CMS really the answer to all our site management woes?

What makes content management systems attractive

It is easy to see why organisations find content management system attractive. So many web sites are full of out of date content, as well as being difficult to edit. A content management system appears to be the ideal solution because it allows anybody within the organisation to update web pages without the need for technical skills. Marketing departments can control the message being projected through their site while overworked IT departments don’t have to deal with a constant stream of changes. In larger organisations it is even possible to decentralise the running of the web site so that responsibility for sections within the site are deligated to individual departments.

The reality

Why is it then that only 27% of organisations using content management systems are not intending to make changes to the way it is used. Using a content management system to run your web site is good in theory but in reality it is not always that straightforward.

Content management is about more than technology

The problem lies in the fact that organisations perceive the implementation of a content management system as an answer in its own right. However a CMS is simply a tool that still requires people to use it correctly in order to maximise its potential. It is how a CMS is used within an organisation that determines it success, not the technology itself. There are three classic mistakes made when it comes to the use of content management systems:

Responsibilities

One of the most common problems is that responsibility for the web site is not clearly defined. It is rarely made clear to those expected to update the web site that this is a key part of their job. It is considered an additional chore that gets pushed to the bottom of the priority list. In many cases the web site is updated no more frequently than before a CMS was implemented simply because people dont have the time and motivation to do it. In my experience the time when CMS works best is when the individuals responsible for the web site have their role as web editor clearly defined in their job decsription and time is cleared in their schedules to allow them to undertake this role.

A single focus

Another common mistake is the lack of any single evangelist. There needs to be a single web master that not only ensures that other individuals contribute to the site when they are meant to, but also ensures that the contributions are consistant in language, style and message. Without this person there is no sense of "whole" in the message being communicated through the site. It will contain different writing styles and in some cases even contridictory content. You need one person that can set a style for the site as well as establish a vision for its future direction and development.

Training

Obviously there is a need to ensure that people know how to use the content management system, but that cannot be the end of the story. Its important to remember that many of those editing the web site might not be doing so on a regular basis. It is therefore important that they receive refresher training periodically to make sure they feel confident using the system. If they lack confidence they will avoid using it and once again content will become out of date.

Also training on the use of the content management system is only the tip of the iceberg. Web site editors need to have an understanding of how to write effective copy for the web. They need to know the basics of good layout and design as well as an understanding of how to structure the web site to ensure it is easy to find information.

Conclusions

So what is the lesson here? I guess it would be to invest as much time and money into the people who will run your web site as into the technology that will drive it. Make sure that there is somebody within your organisation who is a real evanglist for your web site. Somebody with a clear vision of where your site is going and the resources to make it happen.