183. Inspired

On this week’s show: Paul shares 3 ways to make your site stand out from the crowd. Matt Curry introduces us to Google website optimiser and Lyle Barras reviews Dropbox.

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Housekeeping

A couple of random pieces of housekeeping this week.

Sponsor SXSW

First, we are looking for some Micro sponsors for this year’s Great British Boozeup. In case you don’t know the Great British Boozeup is a party that Headscape and Clearleft have thrown for the last few years at SXSW.

This year we are looking for some additional sponsors. So if you are a company interested in reaching out to the web design community and have £500 to spend, drop us an email and will look at making you a sponsor.

We want to showcase your work

Second, I really want to start showcasing upcoming members of the web design community on Boagworld. Therefore, if you have written a great blog post that you think Boagworld readers would like, drop me a line with a link to the post and we will look at reprinting it on Boagworld. Obviously we will link back to your own blog and publish a little bio about yourself.

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News

6 Steps to Creating a Unique Selling Proposition

One of the first questions we ask new clients before beginning a site redesign is “what are your unique selling points?” Of course in reality it is extremely rare to find an organisation that have truly unique selling points. However, every organisation should have a clear idea of what their distinguishing features are. What are the things that makes them stand out from the crowd.

What surprises is how few clients know what their USPs are. This is fundamental stuff and yet many organisations fail to address them. Whether online or off an organisation needs to be able to clearly articulate what sets them apart.

There is an excellent post on Sitepoint this week entitled “6 Steps to Creating a Unique Selling Proposition” that kinds the reader through the process of establishing their USPs. The six steps include:

  • Describing your target audience
  • Explaining the problem you solve
  • Listing the biggest distinctive benefits
  • Defining your promise
  • Combining and reworking your promises
  • Cutting the whole thing down into a single statement

It is a great post and definitely worth a read if you are a website owner trying to communicate what your organisation is about online.

Building a blog with HTML 5

Last week I was at the Future of Web Design Tour in Bristol and was fortunate enough to hear Bruce Lawson talk about building a blog with HTML 5. It was a real eye opener.

Many of us have the perception that HTML 5 is a technology we will work with in the dim and distant future, when all the major browsers fully support it. However, that is not the case. Browser manufacturers already support many of the elements in HTML 5 and handle gracefully many of those they do not. The result is that we can start building sites using HTML 5 now.

In Bruce’s talk he built a basic blog live on stage demonstrating many of the new characteristics of HTML. It was an amazing demonstration that significantly improved my understanding of how this new specification would work in practice.

Unfortunately the talk is not online yet. However in the meantime Bruce has released an article on HTML 5 Doctor which covers exactly the same subject.

This is a ‘must read’ if you code HTML. There really is nothing stopping you using HTML 5 right now. However, if you are still to be convinced listen to next week’s show where we plan to interview Jeremy Keith on exactly this subject.

Colour communicates meaning

Colour is one of the most powerful tools in a designers arsenal. Colour can have a profound impact on how we respond to design and significantly influences our behaviour.

However, it is often an area that is underestimated by website owners. They view colour as a personal preference not as something that we respond to collectively. That is why I was so pleased to see Rob Mills post “How Colour Communicates Meaning.”

The post is a great introduction into colour theory and the meanings that are communicated through your choice of colour. The post looks at:

  • How colour affects our mood
  • How different colour communicates different messages
  • The cultural significance of colour
  • How colour is inspired by our surroundings
  • The political and religious associations of colour

It is a great post that introduces the reader to the world of colour theory.

With all of that in mind it is unsurprising that picking a colour palette can be tricky. One approach used by designers is to use a key image or photograph as the basis for a colour palette. Another post we came across this week shows you how to use Kuler as a tool for doing exactly this. So next time you are struggling to select a colour palette checkout this Sitepoint post on how to use Kuler to pick a palette from an image.

The Seven Deadly Sins of Web Project Management

TheSamBarnes.com is a great blog about web project management. We have mentioned it before on the show and it is certainly one of my regular pit stops.

Web project management is not the most exciting of subjects, but one that to some extent we all have to deal with. Whether you are freelancer running your own projects or a website owner dealing with politics and external suppliers, there is no avoiding project management.

A new series on the blog particularly caught my eye. It features the seven deadly sins of web project management. At the time of writing there were only two posts dealing with four ‘sins’. Nevertheless it is shaping up to be a great series.

If you ever find yourself managing projects this is a series you will want to read.

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Make your website stand out from the crowd

This week we discuss how too many websites look the same as their competition. If you want users to remember your site it needs to stand out from the crowd.

Read 3 Ways To Make Your Website Stand Out From The Crowd

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Listeners feedback:

A/B Testing

Joshua writes: I recently read an interesting post over on the 37signals blog about how they use Google Website Optimizer to test different versions of their landing page to see which converts the best. Do you guys have any experience using tools like this? Any tips or thoughts on the subject?

I’m Matt Curry, Head of New Media for apetito, and for my sins I’m one of Paul’s clients. We’ve worked with Headscape for around 5 years now, predominantly on WilthsireFarmFoods.com, an ecommerce site with a unique elderly customer base, which if you subscribe to the podcast, you’ll know a fair bit about by now.  As at WiltshireFarmFoods.com we have a healthy obsession with conversion rate and website optimization, so Paul’s asked me to respond to a reader question this week. How exciting.

Joshua writes: I recently read an interesting post over on the 37signals blog about how they use Google Website Optimizer to test different versions of their landing page to see which converts the best. Do you guys have any experience using tools like this? Any tips or thoughts on the subject?

Google Website Optimiser is a tool used, unsurprisingly, to optimize the conversion rate of your site. Now every site ultimately wants a user to do something, be it buy a product, subscribe to service, make a donation or something simply forwarding the article to a friend – if your site has a clear goal, Google Website Optimiser allows you to perform 2 types of tests on your website content, A/B Split tests and Multivariate Tests.

In the case of 37 Signals, they were seeing if Website Optimiser could help them increase the conversion rate of their paid plan signup page – they were testing different variations of copy for the Heading and subheading of the page, to see which combination worked the most effectively.

This is of course nothing new, and indeed, some platforms such as Demandware have content testing built in, alternative analytics packages such as Omniture or Coremetrics also do this, and looking at email content, many ESP’s such as Pure allow you to test multiple subject lines and broadcast times. At Wiltshire Farm Foods, being as obsessed with conversion rate as we are, we’ve performed numerous tests, such any rate changes a new design brings, testing changes to Average Order Value during a price led promotion, and checkout abandonment rates given different variations of microcopy.

Whilst simple A/B testing can be performed in easier ways – remember a simple landing page conversion test can be done by varying destination address in your Google Adwords, Google Website Optimizers power comes from it’s multivariate testing suite. This allows you to perform tests on variations of your content, as in the example from 37SIgnals, to see which combination works better at driving your visitors to action.

However, if you have a particularly complex site, as we have, Google Website Optimiser can be frustratingly limited. For example testing a new product detail page layout across the site – when you have friendly URLs in place, which we do via an isapi rewrite,  can be rather difficult. Google Website Optimiser is very strict on the criteria needed to complete a test, and if you most of your content is dynamically generated, be prepared to write considerable additional code to ensure you’re calling the correct tracking script for each experiment.

If all this sounds too much for you, remember many such tests can be done using User Defined Variables in your Google Analytics. I dearly love the Advanced Segments part of Analytics, and despite “still” not being able to overlay segments, it can tell you a great deal about your site. So, for example, for an A/B test based on a redesign of dynamic content such as a Product Details page, you could set the variable to “New Design” or “Old Design”, and track goal conversion from there.  Just remember to drop a cookie to ensure a consistent experience. Being able to set visitor variables like this in code, rather than having to rely on the strict requirements of Google Website Optimiser, means your open to test a great deal more.

Remember, that if you’re testing a radical change to your website, you should expect an initial drop in conversion – users tend not to like change! You may wish to only test the new design with only a small percentage of your traffic, and increase the percentage as you become more confident. When we launched the new Wiltshire farm foods website mid February, we started with only 1 in 20 visitors seeing the new design, and gradually (or not!) increased it as we saw the positive effect on conversion rate it had.

And of course, nothing even got to this stage without User Testing – but that’s a topic for later!

Personally, I’m surprised by the significant increases in conversion that 37Signals had – how many of us even read the headings of such pages – you normally can’t expect vast jumps in conversion rate unless you are radically changing content.

The most successful variant 37Signals tested was the one that communicated no commitment, a minimal time cost – signup takes less than 60 seconds, and a delayed monetary cost with a 30 day free trial – yet giving immediate utility to the user.  I’m not exactly shocked it won! If you haven’t read Richard Thalers Nudge, which deals with incentives & choice architecture, then I heartily recommend it.

Of course, any good website copywriter would be able to tell you this, without copious testing.  There’s certainly a danger, especially when you are looking at testing and changing copy that each page may end up with a different tone of voice, and your site could easily come across as schizophrenic. If you’re serious about conversion, employing someone to develop an audience-appropriate tone of voice is very important.

I’d be interested if 37Signals play around with the words “Free Trial” – since with nowadays promotionally savvy audience, these words can have negative connotations.

Finally, I would say, as a caveat, don’t get wrapped up in statistics, it sounds corny, but analysis paralysis can happen, getting so wrapped up in each little percentage point increase that you forget the bigger picture. We’re all clever people, we hopefully know our audience, what works and what doesn’t, and we should trust our gut instincts more.

A review of Dropbox

Lyle Barras has been kind enough to send us an audio review of Dropbox:

Hi Paul and Marcus, my name is Lyle and I’m a hobbyist web developer. I’d like to give a quick review of an online tool called dropbox and a little about the way I use it.

Dropbox is an online storage device. You simply sign up for an account at www.getdropbox.com; the free accounts give you 2GB of storage, and then download the little application.

You can download as many copies of the application as you want so that you can sync up as many computers as you want and the really great news is that it’s Mac, Windows and Linux compatible. I have tried it on all three and it works seamlessly. There is also a pretty cool web interface if you happen to be on a machine that doesn’t have the app installed.

As soon as you place a file or folder into the dropbox then it sync’s to the other machines you have set up and the file is there almost immediately.

If 2GB isn’t quite enough you can upgrade to one of the two paid accounts. Pro 50 gives you 50GB for $9.99/month and Pro 100 gives you 100GB for $19.99/month. I think the Pro 50 is pretty good value if your storage need is big enough.

At any time you can refer the tool to your mates. If they then sign up, even for a free account and download the app then you get another 250MB of free storage and so do they. To date I have referred two of my mates and got 500MB free.

I have found one problem with dropbox. When I upgraded my iMac and MacBook I found dropbox to be a bit glitchy and crashy. I did a bit of Googling and found that dropbox had already released a new fixed version of the app.

To pinch a bit of the advertising guff from the site

Dropbox replaces:

  • Emailing file attachments to yourself and other people
  • Using USB drives to move files between computers
  • Renaming files to keep a history of previous versions
  • Complicated backup software
  • FTP servers, system-specific sharing methods, Network Attached Storage (NAS)

As I said at the beginning I’m a hobbyist web developer. I had been using a memory stick to carry round my work as I can really justify one of these posh versioning tools. I was sick of thinking “Right I’ll do a little bit” and find that I have left the drive at home or in the office.

Dropbox replaces all that. I just use it as my memory stick and it’s always there I don’t even need to be connected to the net as long as I have sync’d the machine recently.

I’m utterly sold and couldn’t imagine not having my dropbox now.

Thanks for your time guys, keep up the good work and keep up the dodgy jokes Marcus.

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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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161. In or Out

On this week’s show: Paul announces Micro-Boagworld, we discuss the pros and cons of outsourcing web work and see what recommendation the Boagworld forum has to offer.

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Housekeeping

For a while I have been toying with the idea of doing a Micro-podcast that works in a similar way to Twitter but with audio. It would provide the opportunity to share hits, tricks and reviews too short for the main show. My problem was that I needed an application which made this as easy as posting a tweet. Anything more and it would prove too demanding.

Fortunately a new iPhone application has launched that does exactly that. Called AudioBoo it allows you to record 3 minute audio snippets that then get posted to a website, twitter, facebook and a podcast feed.

I am therefore pleased to announce Micro-Boagworld…

View Micro-Boagworld posts here

Subscribe to the RSS feed here

Boagworld AudioBoo Homepage

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News

Pricing and projects

Alyssa Gregory has written two good posts this week both relating to the pricing of web projects.

The first post tackles the notoriously difficult subject of How To Estimate Time For A Project. After all, time is money.

Estimating how long a project will take is tricky and although this post doesn’t provide any magic formulas it does provide good solid advice.

As well as considering the obvious deliverables Alyssa also recommends time for project management, reviewing work, debugging and client turn around. Finally, she recommends adding a buffer for the unexpected.

Of course, she doesn’t discuss how all of this time translates into your final price. How much you charge is a matter of conjecture. However, in a second post she does explore a related subject – How To Raise Your Rates.

In this post, she handles the sensitive subject of how to tell a client that you will be raising your rates for future projects. She suggests five techniques you should employ…

  • Give Notice
  • Set a schedule (make increases annual for example)
  • Make it fair (keep the increments small and manageable by the client)
  • Send it in writing
  • Balance it out (Balance your increase with an incentive – e.g. a special, a one-time discount)

Its all good advice and important too. As your skills and experience increase, you will need to ensure your rates reflect that. Knowing how to hand those rate increases is vital if you want to keep your clients happy.

IE8 and IE6

Microsoft have announced that IE8 will be released via the Windows Automatic Update starting on the third week of April.

The final version of the browser has been available since March and yet adoption has been sluggish. Hopefully Automatic update will change this trend significantly. However, it does not guarantee universal adoption. Although the update will be marked as important users will not be forced to upgrade. In fact Microsoft has released a blocker toolkit so corporate users can avoid the update entirely.

Worst of all, it is likely that the update will impact the numbers using IE7 more than IE6. IE6 users tend to be hold outs and are unlikely to upgrade now when they did not upgrade to IE7.

The only hope is that many IT departments have a policy of running a version behind the current release. If that is the case, the arrival of IE8 may encourage some of them to adopt IE7.

The entire web design community is keen to reduce its level of support for IE6 and hopefully this update will allow that. In fact, another post this week entitled – 10 Cool Things We’ll Be Able To Do Once IE6 Is Dead – points out just what a wonderful world it would be.

Once IE6 is gone we will be able to…

  • Use child selectors
  • Make full use of 24-bit PNGs
  • Use attribute selectors
  • Use a wider range of display properties
  • Use min-width and max-width
  • Throw away 90% of CSS hacks (and 90% of the reasons for needing them!)
  • Add abbreviations that everyone can see
  • Trust z-index again
  • Save time and money
  • Enjoy ourselves again!

Simple and impressive design techniques

Last week I was doing a consultancy clinic with a developer who wanted advice on designing his website. He was a great coder but did not have much experience designing.

Although I recommended The Principles of Beautiful Web Design by Jason Beaird it would have been great to point him at the latest Smashing Magazine post – 10 Simple and Impressive Design Techniques.

This post has some easy to implement techniques that are ideal for developers trying to improve their design skills. Techniques include…

  • Adding Contrast
  • Using Gradients
  • A Better Use of Colour
  • Improved Letter Spacing
  • Changing Case
  • Use of Anti-Aliasing
  • Adding Imperfections
  • Implementing blurring
  • Careful Alignment
  • Trimming the Fat

Read the whole articles for more details and great examples of these techniques in action.

Influencing user behaviour

A big part of good design is guiding the user to complete the actions you want. Influencing user behaviour can be achieved through a variety of techniques. However, it can often be hard to know where to begin.

One resource that might help you influence user behaviour is The Design with Intent Toolkit. This is essentially a printable ‘cheat sheet’ that suggests a variety of techniques you can apply to your projects.

The techniques do not just apply to web design but all aspects of design. Consequently not all of the techniques will apply. However a lot do, ranging from the use of metaphors to setting up good default options.

Some of the techniques contained in this cheat sheet are also beautifully demonstrated in another post I wanted to mention. Entitled 12 Excellent Examples of "Lazy Registration" it addresses the problem of user signup.

Essentially it is a post that showcases methods for getting around the problem of user registration. As the post itself says…

Signup forms have long irked the casual visitor. During the process of discovery, nobody wants to stop and fill out details before they can "unlock" the rest of the site’s potential.

It has certainly been my experience that signup forms are a barrier and so it is interesting to see how different web applications have overcome the problem.

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Feature: When to outsource web work

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

Read the full article

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Listeners feedback:

In this week’s listener feedback section we look at a series of recommendations from the Boagworld forum…

A good introduction to Javascript

Jake writes: I’m curious as to whether or not anyone on the forum has strong opinions on a good introductory javascript book? And by introductory I mean something that’s more about initial learning steps such as syntax, etc. and then talks about best practices.

Doug answers: You might want to look at one of the books out for coding in jQuery, if you’re planning on going in that direction anyway. As for how to learn javascript I usually push people towards Lynda.com.

Matt also replies: Awesome book – DOM Scripting – I’d start with this before jQuery as I think you need some javascript knowledge to use jQuery to its fullest.

A good but free survey tool

Simon asks: I want to create some simple(ish) survey’s to get clients to fill out after a training session. I know of some paid for solutions, but does anyone have any suggestions for any free tools?

Laura replies: For something short, I’d use the survey function on PollDaddy. You can get up to 100 responses, and I think ten questions. Ten isn’t many, but you can do conditional branching for free, which is rare, and good.

I’ve also used SurveyMonkey before, it’s clean and simple.

A review of Clicktales

Peter shares his experiences of Clicktales…

On the recommendation of Paul, I tired out ClickTales.com; and I have to say the results have been interesting (sad, in my personal case) to say the least.

For those of you not in "the know", or missed episode 141, ClickTales is an app that lets you record and review the actions of your website’s visitors. And I’d agree with Paul: inexpensive, revealing, but limited in essence because you can witness what a user goes through.

In my case it was most effective because my results have been telling me that I should redesign my website’s structure completely… so I decided I should start from scratch all together and redesign. :)

Web Design for ROI

Bill reviews Web Design for ROI by Lance Loveday & Sandra Niehaus…

Each year I find one or two books that really stand out. This book, Web Design for ROI, changed the way I look at current eCommerce projects and helped me identify better strategies for building web sites.

Rich adds: I agree this is an excellent book.

Not too much new for a seasoned pro like myself, but I did still learn a fair bit and I’d recommend it to anyone with an interest in websites that make money.

Pro Paypal e-commerce

Finally, Ian shares an extensive review of the book ‘Pro Paypal e-commerce‘. Ian writes a very thorough review but here are a couple of highlights.

I thought this was a great read. It’s not often you finish a book and feel confident you have all the information you’re going to need to complete your project. The book isn’t just technical but also has lots of useful nuggets on business practices and background on payment systems in general for those that are unfamiliar with them at this level.

I feel confident in recommending this book to anyone who is involved with developing E-commerce systems or is going to be in the future. The author Damon Williams has a very readable style that is mercifully faux-humour free but never dull and explains everything clearly and concisely and despite its relatively low page count at 260 pages or so, still manages to cover a lot of ground without ever feeling as if it’s being too terse.

For more reviews about everything from web design books to software visit the Boagworld forum. We are also going to do some cool new stuff on the forum over the coming weeks. Keep an eye on it. We have already added a Jobs category for those of you who are looking to hire a web designer, so be sure to check that out.

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159. Special Guest

On this week’s show: The northerners are back with special guest host Sarah Parmenter.

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On this week’s show: The northerners are back with special guest host Sarah Parmenter. We answer your questions on how to quote for projects and whether using off-the-shelf software is wrong and we have a chat with Sarah on her experiences in the industry and the difference between developing for clients and developing for yourself.

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Alkaline

Our first story for is a new product by the guys over at Litmus, you may have come across their Browser and Email testing apps before and they’ve just released a new Mac app called Alkaline, this is a Mac front-end to their online browser testing suite and lets you test your website designs across not only 17 different Windows browsers which they mention on the site, but also all of the Mac and Linux browsers that the online Litmus services test against.

Alkaline grabs screenshots of your site rendered in all major browsers, the number of which depends on your chosen pricing plan, It’s free to test against IE7 and FF2 and if you need to test across all browsers, it’s available under the standard Litmus pricing plan which offers both individual and team monthly subscriptions, and a handy day-pass if you only do this kind of testing every now & then. Litmus also stores a history of your screenshots so you can see the evolution of your design and also reports your HTML and CSS errors.

There’s plugins available for Textmate and Coda, and you can preview the sites right inside Coda 1.6’s preview window, however because Alkaline grabs screenshots of your pages it’s not possible to do any live updating of CSS and see the results in all browsers.

Paul at Litmus also informed me that throughout April, they’re offering full access to the Litmus service for free on Weekends, so on Saturday and Sunday you can test across all the browsers (using Alkaline or the Litmus site) and all the email clients, even if you only have a free account.

16 design tools for prototyping and wireframing

It’s no secret that prototyping or wireframing can really help in the overall design process, and there’s now a wide range of tools on the market that aim to help you in this process. A recent Sitepoint article lists 16 of these tools and rates their usefulness.

The list of tools is good, convering favourites such as Omnigraffle, Axure and Balsamiq to other applications which can be used to wireframe such as Powerpoint or Keynote. If you’ve not looked into these kind of apps before then do check it out, they also lists the price of the apps so you’re sure to find something within your budget.

10 Lessons every freelancer should learn

If I remember rightly, I came across this link from one of the people I follow on Twitter and it covers some killer tips on how to be a better freelancer, covering everything from self promotion, organising your workflow, finding time for your own projects, keeping motivated and how to charge appropriately, this is a must-read for anyone considering freelancing, or indeed those already in the freelance world.

Some great tips come in the way of keeping customers happy and generating repeat business and I’d like to squeeze in a forth link here to another Sitepoint article (sorry) which covers how to upsell additional services to clients as a freelancer you should be looking at maximising the amount of money you can make from each project through added services, whether it’s packaged services such as hosting, logo design or business cards.

I don’t really freelance but I do manage a couple of small sites I built on a freelance basis, and I get recurring revenue by hosting them on a small reseller account. I’ve also been able to tempt the customers into paying for a years hosting rather than a monthly cost by rounding the amount down to an even figure, which while it’s only a couple of pounds cheaper, always got chosen.

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Interview: Sarah Parmenter on the difference between developing for clients and developing for yourself

Ryan: OK, so onto our interview section and what we are going to do today is an off-the-cuff interview with you, Sarah, er, so for people who don’t know who you are, er, do you want to introduce yourself.

Sarah: Sure, my name’s Sarah, I’m based in Leigh On Sea in sunny old Essex and I own a company called ‘You Know Who Design‘ that’s been going for about nearly seven years now, um, and I just do web development and sometimes I dabble in a bit of graphic design. Um, when I started off when I was younger, it was more graphic design than web but now it’s purely web and, er, yeah, it’s what I love doing.

Ryan: Right, OK, and we think a good topic to have a chat with you about would be the difference between developing for clients and developing for yourself.

Sarah: Yup

Ryan: So, er, let’s start off. Do you give yourself time to work on personal projects?

Sarah: I do, but not as much as other people do; whenever I see on Twitter, there’s a lot of people who have a lot of personal projects on the go and it generally tens to be on a Friday as well (all laugh), you see Twitter on a Friday, generally full of people, um, doing their own stuff but I tend to, if I’m doing something I tend to, maybe, give myself a couple of hours if I’ve got a spare, if I’m waiting for a client to get back to me on something and I can’t proceed with anything. I put client work first, and I don’t know if that’s a good thing or a bad thing, but that’s the thing that pays the bills, so, um, they always come first and if I’ve got a bit of downtime, I’ve always got projects that I want to work on, but possibly haven’t got the amount of time to dedicate to them as I’d like. I think it’s probably the case with everyone.

Sarah: Yeah, absolutely. You get some time, don’t you, through work?

Paul: Er, well we did sweet talk our boss into giving us 5% time, which was supposed to be like Google’s 20% time, where they get a whole day to work on personal projects, if it benefits the company.

Sarah: Really?

Paul: Yeah, well we got, like an afternoon on a Friday, which is kind of sidelined at the moment.

Ryan: To spend in the pub (laughs)

Paul: That’s personal projects, I’m sure. No, it’s kind of sidelined at the moment, we’ve got some major projects on which are taking up all our time with some heavy deadlines, so we’ve had to shuffle that. Hopefully we’ll start to get that back over the summer and work on some cool stuff instead of the business stuff.

Sarah: I think it’s rea
lly difficult, because obviously your client stuff does have to come first, and even if you’ve dedicated an afternoon or a couple of hours, if something comes up that morning, or if you’ve got a problem that needs sorting, unfortunately, it’s just the way it is, your client work has got to come first.

Paul: Yeah, pays the bills.

Sarah: I mean, a lot of personal projects, a lot of people’s personal projects, do end up very lucrative for them, and you could argue that it’s just as lucrative to just go along with your own personal projects, but I think in general, most people would find that their client work would, er, would have to come first.

Paul: We’re trying to convince our boss to let us build, er, an iPhone app

Sarah: Really?

Paul: and sell it on the app store. He’s not having none of it, because we’ve told him we all need iPhones to test it on, he just won’t buy them for us.

Ryan: and a mac to develop on

Paul: a Mac to develop on, yeah. For some reason, he’s not warming to the idea.

Ryan: he can’t understand the thirty grand, you know, outlay to…

Paul: We’ll easily make that in a day on the app store (all laugh), I keep telling him this.

Sarah: the app store!

Paul: Yeah, the app’s 50p, you know…

Ryan: Er, completely sidetracked there, erm. What differences do you find, er, between developing for clients and developing for yourself? What major differences do you find?

Sarah: I find, when I’m doing stuff for myself, I’m actually a lot less decisive on stuff. I sort of, because I’m immersed in, maybe my own branding, or sometimes it’s really good to look at it from an outsider’s point of view. If you’re doing stuff for clients, I think sometimes it’s easier to look at stuff and go ‘well, that needs to go there and that needs to be there to catch someone’s attention’ or you need to move that or make that a different colour, and when it’s your own stuff I think you tend to be either really creative and you don’t really care if you get stuff wrong, or if, do you know what I mean? It’s more, sort of… the boundaries aren’t there, you’re not time-constrained, there’s no brief, you just go off on one, doing whatever you want, whereas with client stuff, there tends to be a bit more, erm, what’s the word, consistency across everything, and I find, personally, when I’m doing my personal stuff, I could sit in front of Photoshop pushing something from the left-hand side of the screen to the right-hand side of the screen for two hours, wondering whether it looks right or not, whereas if it’s a client site, I think ‘right, I have to make a decision on this – where would this go, or where would it be best placed, and you make a decision and you move on, because otherwise the more time you, you take going backwards and forwards is, er, less money that you’re earning, so I think I tend to be more decisive with client work and with my own I tend to be a bit more, erm, easy-going and, er, possibly a bit more creative, in the sense of trying things that I haven’t tried before. Erm, yeah, I think it’s just good to be (pause – all laugh).

Paul: I think personal projects give you time to play with the stuff that you wouldn’t normally risk putting into a client’s site, things that might take you a week to figure out.

Sarah: That’s what I, sorry a man just walked past my window in a pair of shorts, as I was answering that question, which completely put me off,

Ryan: Was it an ugly man, or a good-looking man?

Sarah: No, he was an old man.

Ryan: Oh, right. OK

Sarah: I wondered if he had dementia or something, and he thought it was summer.

Paul: Was he in just a pair of shorts?

Sarah: Yeah

Ryan: A pair of shorts and a smile?

Sarah: No, and a newspaper.

Paul: Strategically placed.

Sarah: It just completely sidetracked my thinking pattern, then.

Paul: That’s OK.

Sarah: Oh, sorry.

Ryan: Where were we? So, which do you prefer, developing for clients, because obviously you’re doing that every day, or do you prefer developing for yourself?

Sarah: I actually prefer developing for clients, erm. I prefer getting a brief and thinking ‘right, how can I best interpret this brief, and get the objectives that they want, er, they want to get out of this website, how can I do that in the best possible way?’ Whereas, I think that when you do stuff for yourself, you don’t necessarily write down a brief as strict as you’d get when a client is sending through something. So, I, I actually prefer developing for clients, I really like, I don’t, I really like doing all the end, getting to the end product with a client. I think I get more satisfaction out of that than I do when I’ve done it for myself, because I still look at it in a very critical point of view, I still think, ‘oh well, maybe I could make those buttons a slightly different hint of green and it will look better’; whereas, with client stuff I think it’s just all about decision making, I think you tend to make more decisive decisions with client work than you do with your own. You think of your own as an ever-ongoing project that you can forever tweak and make changes to, whereas with client stuff you, once it’s live, it’s pretty much. You might get to update…

Ryan: Yeah, it’s difficult to come back, isn’t it?

Sarah: Yeah. Exactly. So I much prefer developing for clients, when they’re nice clients!

Ryan: Yes, we only like the nice clients.

Sarah: Yes, we all like nice clients.

Ryan: But do you think personal development time is important, do you think it’s important to develop your own projects?

Sarah: Yeah, I do I think it’s important from the sense of being, when I personally do lots of my own stuff, I find that I tend to be a bit more, erm, creative, in the sense of I’ll try stuff that I might think ‘oh, that’ll look awful, I won’t bother doing that for a client site’, but I might try it and actually surprise myself and think ‘oh no, actually, that’s a really good technique to use’ or do something a bit different because you’re not constrained by time when you’re doing stuff for yourself, necessarily. But I think, I do think it’s really important to do your own, your own thing, because I think it’s also a learning curve, you might try out different systems to use, you might decide to learn something, you might decide to use something like, if you’ve never used WordPress, you might decide to go and bolt WordPress onto your site just to see how you get on with it, you might try different apps. I think it’s important, because it frees the mind to use other things that you might not necessarily get to use when you’re in an office environment or, or perhaps even day to day because you don’t have the time to learn it, so I do think it’s important, but I don’t think it’s the, er, the be all and end all of everything.

Ryan: I think, er, a good tie-in question, not specifically about developing for clients and, er, yourself. Erm, keeping it with blogs and stuff, do you allot yourself a, like, time to read your feeds and, er, things like that, and to keep up with them, because I’ve been so busy in the last two weeks, my feeds have just gone like – you know when Google Reader says ’1000+’ and that’s it, it’s just stopped counting, it’s gone ‘look man, give up on these feeds, you’ve passed a thousand.’

Paul: You need to declare feed bankruptcy, I think.

Sarah: I tend to do this really annoying thing, where if someone posts a good link on Twitter, I’ll open it up in a browser window in a tab, and then if someone else posts, I’ll open that in another browser tab, so I’ve got about 100 tabs open in Firefox that I never get round to, to looking at, which slows the whole thing down and end up having to then bookmark them in a little folder called ‘Interesting Links’, that I never get around to reading.

Ryan: When you look back, they’re four years old and completely out of date.

Sarah: Yeah.

Paul: The shocking thing, because I do the research for the, the Boagworld news and push it all through the links, I probably churn through 150-200 feeds a day (Sarah: gasp), which is so many feeds that I haven’t got time to read them, which is shocking; I get so much information, so many good things that I’m pushing out to other people, that I just don’t have time to read them, there’s too much information.

Sarah: Do you skim-read them?

Paul: I do, I skim-read, I usually read the first few paragraphs, just to see what the article was about, clip out the interesting bits of text for the previews and then send it on it’s merry way out of Twitter and then I’ve written a function that, every time someone clicks a link on Twitter, it kind of lets me know, tracks back and so I can see, right, which… and I watch it, I’ve got live stats and streaming on one of the spare monitors, so as this link goes out onto Twitter, I can see it being read, so I can actually what’s actually what the people are reading, what’s been interesting that way, instead of me thinking ‘that’s genius, we’ll use that on the show’. It’s actually kind of crowd-sourcing information like this.

Sarah: Yeah, that’s a better way of doing it, isn’t it? It’s more productive.

Paul: Yeah, but I do the same, it’s like something I really want to read, I’ll open it in a tab and I’ve got the permatabs thing on Firefox, so I’ll set it so that I can’t delete it until I’ve read through it, but usually it just ends up there for weeks.

Ryan: I tag them in Delicious, so I’ve got like tutorials and stuff that I think ‘oh, that looks fantastic’ and I’ve got a ‘to try’ thing, which is slowly increasing in number and I never sit down and have a go through the tutorials or anything like that.

Paul: Yeah, I think the key is to follow a few key, key things and not try and follow too much information, and then just look at what everyone else around you, the people that you respect, in what they’re sending out and try not to get overwhelmed because there’s a lot of information out there.

Sarah: Dead right, there’s so many, it seems to be a new thing on Twitter to actually post those sort of links, day in, day out, which is really handy because there’s a lot of people who have a lot of good stuff on Twitter.

Paul: Oh twitter.com/boaglinks is the premier source of all this information, of course.

Sarah: Of course! (all laugh)

Ryan: Er, OK, so I think the final question to you, then Sarah, is, erm, what inspires you to pursue your personal projects?

Sarah: Erm, oh, that’s a difficult one. I kind of get inspired in strange places, when I came back from the Future of Web Design and Future of Web Apps, I kind of get inspired by other people, not necessarily the apps that they’re producing, or work that other people are producing, but I sort of feed off other people’s energy, strangely. If other people come away from something really, erm, excited about something, I tend to think ‘oh, yeah, that sounds like a good, like when Adobe Air came out, that was a kind of a buzz around that for a while and it got me thinking ‘um, what can you develop with that that would, you know, might be interesting to other people or that other, that other web designers might want to use?’ but that’s kind of what happened with my own app, Olive, it’s kind of on the backburner at the moment, but there was a problem that came up at work and it was coming up time and time again and I thought ‘there must be something out there that actually addresses this issue of, of erm, client management, so went around, couldn’t find anything and then ended up building it, and it was actually built more for me, rather than other people and when I sent it out to a few people, they really liked, and got into using it and, erm, it’s just kind of handy if you build something that’s, that’s great for you, but equally other people find interesting as well. It’s, erm, it’s a win-win, really. I mean, I use it all the time, and there’s other people who do as well, bu
t at the moment it’s, er, needs a lot of updating, because I’ve been so busy with client stuff, but maybe I should have put that first, but clients pay the bills unfortunately.

Ryan: Absolutely, absolutely. I think I, erm, I think I overthink things, so I think to myself ‘oh, I’d love, love for this to exist’ and then I think to myself ‘I could spend the next three years developing that’ and, and someone would do it better than me, you know and just finding time as well.

Paul: Yeah, I think it’s right what Sarah says, you’ve got to scratch your own itch, you’ve got to find something that you would want to use so much that you would spend that amount of time to build it, and then if it’s for you, it doesn’t really matter that much if no one else wants to use it because it does something that you want it to do.

Sarah: Exactly.

Paul: And it’s a learning process, you can choose any language. If you want to learn a new language, if you want to learn Django or Python or something, you could build it in that, just to learn that language, erm, and then send it out in the world, see if people use it.

Sarah: Exactly, that’s kind of what happened. I was learning quite a bit about Ruby at the time, because Olive, Olive’s built on the Ruby on Rails platform and it was so interesting just to get an insight into how different developing with Ruby is compared to PHP. That was just worth it in it’s own right, really because I find that I learn much better with real world examples rather than looking at a load of code. I find that if, if I ever get something like that, I have to take it apart, almost, and then try and work out how to put it all back together so that it works. I think I learn better by doing that and a lot of people do. If you going on to any of the tutorial sites now, there tends to be a lean towards developing an app or something small; I think on the Nettuts at the moment, website – do you guys know that one?

Ryan: Er, yes.

Paul: Yes, ah the Nettuts, oh yeah.

Sarah: Yeah, there’s a, there’s a sway towards actually building like login systems from scratch and things like that on there, where it’s actually showing you the code and then showing you how it works in real world situations which I think is really good, for me, I don’t know about you two, but I personally prefer picking stuff apart (laughs).

Paul: Yeah, absolutely. I usually start at the very lowest common denominator, like a user access system, and I’m learning CakePHP now which is, kind of a Ruby clone for PHP and instead of using their in-build methods which will do it all for you with build this, just write these classes and it’s like ‘No, it’s like the most basic thing I can do in this language, let me learn how to do it’, and I’ll learn that way.

Sarah: Yeah, yeah, that’s, I think when, erm, when I looked at using Ruby for, er, for Olive, I didn’t build it, it was built by a guy, a brilliant guy, Adam Cooke, but I was still really interested to know how it would work and how Ruby is different and the first thing I did was built a, erm, a basic recipe, sort of database thing with, it was off of a tutorial site and I think it’s great if it gives you just a little bit of insight into something that you might not have already realised or known about building your own stuff, then I think you have that sort of passion to go forward with it, you have that confidence to then think ‘oh, well I’ve done that tiny thing, maybe I can do something else with it. Whereas, if you’re doing it for clients, you don’t, you wouldn’t really venture into using another programming language that you weren’t comfortable with on a client site, unless you were a bit silly.

Ryan: Absolutely, absolutely. Paul told me a really funny thing, in between, er, when he told me he was learning CakePHP. He said, I’m trying to remember what it was that you told me, it was ‘if Ruby’s French, CakePHP is French with an English accent’

Paul: Yeah, its kind of the same, just not quite as elegant.

Ryan: Yeah, I thought that was fantastic, that was so fantastic, I made it into, I have some rotating quotes on my web-site, and that made it into my quotes, that was fantastic.

Much thanks goes to Simon Douglas for transcribing this interview so quickly!

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Listeners Questions:

Is Using Off-The-Shelf Software Wrong?

Jon Writes:

I guess my question is about the use of off-the-shelf software. I must admit I feel slightly uncomfortable using it at all. As a decent sized agency of 9 people, with our own very capable developers, I can’t escape the nagging feeling that we are “cheating” slightly by using an off-the-shelf platform at all. Although we adhere strictly to licensing requirements, most of our customers do not know that their stores are powered by what is essentially a ready made system, which we then skin, configure and populate.

What are your views about off-the-shelf stuff and the pros and cons of using it on client work?

Thanks and keep up the good work!

I think the main source of your discomfort is the fact that your clients don’t know you are using off-the-shelf software for their projects, which raises the question why not?

Your clients have approached you to provide them with a service they cannot perform themselves. Whether that is building a system from scratch or integrating and customizing an third-party system to meet their needs, you are still the expert.

There are very powerful off-the-shelf e-commerce systems, blog engines and CMS’s that should be thought of as weapons in your arsenal rather than “cheating”. Explaining to your clients why you are going to use a particular system for their project can be hugely beneficial. It shows that you don’t want to waist their time and money re-inventing the wheel.

Therefore, the pro’s are:

  • It meets there project aims
  • You are experienced with the system
  • It’s supported by a third-party team of developers who are dedicated to that one product and includes a vast community of other users who support each other
  • It can be implemented in a shorter period of time than building from scratch (i.e. cheaper for the client all round)
  • It’s a tried and tested system (You could even give your client a list of other successful companies that are using it)
  • It is also more than likely that a third-party product that has been around for several years is a more reliable and robust system than the one you develop in a couple of months.

That said there are always inherent risks in using anything third-party, whether it be API’s, frameworks, libraries or software and I have a general rule of thumb that I try to always adhere
to:

Don’t implement something you don’t understand!

If it breaks, it costs you time and money to fix the problem, and that’s once you’ve diagnosed what that problem is. The longer it takes you to fix the higher the risk that your client is going to lose confidence in your ability to deliver.

So take the time to do some dissecting and learn how to use your tools as fully as you can prior to implementation.

How do you price and quote different projects?

Jamie who’s just started up his own web development company is having trouble working out how to price and quote different projects and wonders if we have any tips that we’ve found helpful when quoting for clients?

One of the hardest things when starting out, and even for established businesses is finding your feet with pricing. I think the biggest lesson I learnt is not to under-quote just to gain the business, even though you are in need of clients. It makes no business sense to work for peanuts, you’re better holding off for a client who respects the work you do and pays honestly for that work rather than being a design machine churning out work just to make ends meet.

The other important thing I learnt in my first year of business is, clients who barter with your prices are generally bad news. We’ve all heard it, “if you can do this one at x-amount we have plenty of other work in the pipeline we want to use you for” – while this sounds tempting, 9 times out of 10 the promise of the further work never comes off, even if it does they would normally expect further work at the “cheap” price they paid you before, as you accepted it so you must be happy to work for that right? Wrong.

I always find it helpful to ask the client for a ballpark figure prior to laying out the full proposal, this negates you wasting time putting together the proposal of cost plus terms and conditions only to find the client wants to build ebay on a budget of £300.

I also find ballpark figures helpful because I find it easier to provide the client with options, even if they have a relatively small budget there is normally still something you can do, even if it is very basic – but it gives you a starting block to explain if their budget was a bigger they could bolt on a CMS system or have a better shopping cart, then explain the benefits of those. You’d be suprised how much the budgets are then increased by.

It’s all about providing the client with the best solution for their project at the end of the day, and if you think the best solution would be bolting on Expression Engine or the like, you need to give the client the choice to do this and expand their budget if necessary rather than cut them out of the equation because of it, it’s all about educating the client.

10 criteria for selecting a CMS

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

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

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

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

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

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

1. Core functionality

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

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

Blogger Homepage

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

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

The editor is one core feature worth particular attention.

2. The editor

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

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

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

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

Wordpress WYSIWYG

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

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

3. Managing assets

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

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

4. Search

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

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

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

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

5. Customization

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

Illustration demonstrating the inflexibility of some CMS

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

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

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

6. User interaction

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

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

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

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

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

7. Roles and permissions

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

Illustration showing the consequences of not having a permissions system

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

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

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

8. Versioning

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

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

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

9. Multiple site support

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

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

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

Movable Type admin system

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

10. Multilingual support

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

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

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

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

Conclusions

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

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

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

10 ways to Battle Site Bureaucracy

Running a large institutional website is frustrating. Your site is often held back by internal politics and bureaucracy. Let me show you 10 ways to cut through the crap and get results.

My recent post ‘10 harsh truths about corporate websites‘ generated a huge number of comments both on my own blog and on Smashing Magazine. I seemed to tap into an undercurrent of frustration that exists within the industry.

However, although there was a lot of agreement about the points I raised, there was also resignation. There was a feeling that little could be done to overcome these problems because institutional websites are too entrenched in bureaucracy and politics.

Although I can sympathise with this position and have myself suffered from the problem, I am not one to give up! Over the last decade of working on these sites, I have developed a number of techniques which (sometimes) help to smooth their evolution. Hopefully they will help you too.

1. Educate and inform

At the heart of any technique for dealing with politics and bureaucracy has to be education.

Although there are occasions when people are just ‘trying to be difficult’, in most cases their objections are based on ignorance.

You cannot expect people to be as knowledgeable as you about the web. If you want people to make informed, sensible decisions you must educate them.

Education is also not just about giving them the background to a specific decision so they understand ‘why you are right’. It is about increasing your organisations general understanding of the web.

Run workshops, publish email newsletters, do anything that informs people about the latest web innovations. Increasingly I am invited into organisations to run short seminars on everything from accessibility to facebook! This kind of ongoing education means people are better informed when tough decisions need to be made.

2. Hold stakeholder interviews

One technique that we find very effective at Headscape are stakeholder interviews.

Stakeholder interviews involves meeting individually with anybody who has a ‘stake’ (interest) in the website. This is typically members of the marketing and IT teams, as well as departmental heads and senior management. However it should also include suppliers, customers and users of your website.

These one-to-one meetings provide two opportunities…

  • Requirements gathering – It is easy for website owners to live in isolated bubbles, separate from the rest of the organisation. These meetings provide an opportunity to understand the real needs and objectives of others within the business. It will highlight ways that your website can help, which you might not have previously considered.
  • To be inclusive – Stakeholder interviews offer a ‘political benefit’ as well. By meeting with people individually they feel included in the process. They feel their opinions are valued and listened to (which they should be!). People are much less likely to object if they have been consulted before a decision is reached.

People often complain about the website in stakeholder interviews. Allow them to do this and avoid becoming defensive. They will feel more favourably towards you and your website, if you listen to their concerns. We all like to be heard.

3. Avoid group committee meetings

The key to stakeholder interviews is their one-to-one nature. Group meetings can be very destructive. This is for a number of reasons…

  • The need to defend – In large organisations that have internal politics, everybody feels the need to defend their own ‘turf’. If somebody criticise the website, you are forced to defend it to ‘save face’ in front of others. Equally others feel the need to defend their own positions for the same reason.
  • A tendency to compromise - When two individuals in a group reach an impasse, the others try to find a compromise. This kind of ‘design on the fly’ inevitably leads to a bland solution. It will neither offend or inspire anybody. Unfortunately, to create a successful website you need to make tough choices that some will not like. A group approach does not lend itself to this.
  • A loss of control – It is easy for you to loss control in a group meeting. One-to-one meetings work better because you can divide and conquer. Only you know what the other stakeholders said. This puts you in charge and allows you to ‘cheery pick’ the feedback you receive. In a group meeting things can easily get out of hand and decisions are made without your buy-in.
  • The dominant individual - Every group has one or two dominant individuals. These are the people who bounce the rest of the group into agreeing with them, forcing their agenda through. A dominant individual drowns out quieter members, who become resentful later that nobody listened to them. Meeting with people individually prevents this because the dominant individuals cannot force their point of view on others or overwhelm quieter ones.

One cannot expect a larger organisation to run its website without some form of committee. However, there is no reason why that committee needs to meet as a group.

4. Target your influencers

Talking of dominant individuals, another successful tactic is to target influencers.

An influencer is somebody that others respect and follow. Their opinion is incredibly valuable and if you can sway them to your cause, others will fall into line. However, be careful not to confuse dominant people with influencers. A dominant person will ‘bully’ others into publicly agreeing with them. An influencer will fundamentally alter somebody’s attitude.

Identify who influences your decision makers and speak to them personally. This person might not even be a decision maker themselves, but they carry enough clout to make them worth your time.

When you meet with your influencers, really listen to what they have to say. They often have valuable insights which may change your strategy significantly. Do not go into a meeting with an influencer simply intent on pushing your own agenda. Instead try and shape your approach around their perspective.

If you get an influencer enthusiastic about your project it can make a huge difference.

5. Use third party experts

A variation on the influencers technique is to back up your ideas with third party expert opinion. This can be done in two ways…

  • Reference the work of a third party expert – For example, if you wish to discourage internal stakeholders from overwhelming users with options on the homepage, you might refer them to Steve Krug or Jakob Nielsen who have both written on the subject.
  • Hire a third party expert - I often find myself brought into companies simply to confirm what in-house staff have already been saying. Unfortunately, decision makers often doubt the opinion of their web team because they either undervalue them or feel they are pushing a hidden agenda. An independent expert can add creditability to your opinions.

Of course, for this approach to work the stakeholders need to respect the expert. There is no point referencing Steve Krug or hiring Jakob Nielsen, if the decision makers have never heard of them. It is often necessary to sell the credibility of your expert first.

6. Rely on evidence, not opinion

Sometimes it is better to avoid personal opinion entirely (even if that is the opinion of an expert). In such cases statistics can be your friend.

Nothing is more powerful for driving home a point than referring decision makers to Google Analytics. However web stats are not the only evidence you can draw upon. Others include…

  • Surveys and polls are an excellent way of getting feedback from your users that can then be presented to decision makers.
  • Twitter search and Google Alerts can be used to gauge how people view your site and brand. These can be powerful testimonials to present decision makers.
  • Heat maps can be used to take some of the subjectivity out of design.

Of course one of the most powerful evidence you can present is the results of usability testing.

7. Focus on the user

As website owners we know that a successful website is user focused. However, not all our decision makers will understand this and even those who do may get ‘distracted’ sometimes.

It is therefore important to constantly move our decision makers away from their own personal preferences and back on the needs of users.

User testing is one way of doing this. Being able to show decision makers how real users interact with your website is incredibly powerful. It helps them empathise with the needs of users rather than thinking only about their own agenda. Play them video clips of users interacting with your site or at the very least quote them the feedback of users.

However, even if you involve decision makers in user testing, they can still get caught up in their own agendas. One gentle way of preventing this is to word your questions carefully. When you need a decision makers response to something don’t ask…

What do you think?

Instead ask them…

How do you think users will respond to this?

This will keep them focused on the needs of users.

8. Control the feedback

As well as wording questions carefully there is also a need to control the feedback you receive. This is important if you want the decision makers to make considered decisions.

Take for example design sign off – never ask a decision marker if they like a design. It is too broad a question that will lead to a plethora of uninformed and ill considered responses. Instead ask them more specific questions such as…

  • Does the design conform to the brand guidelines?
  • Does the design meet the needs of our users?
  • Does the design emphasis the right content?
  • Does the design have a clear call to action?
  • Does the design fulfil our business objectives?

This prevents the decision maker from falling back on their gut reaction (i like it / I dislike it). It forces them to focus on the issues that define whether the design is successful or not and ignore personal preference for specific colours or layout.

Of course, sometimes you will not like the answer to these specific questions. When that happens you need to ask why.

9. Ask why

This is probably the most powerful of all the techniques I have listed here and yet by far the simplest.

When you face opposition to your plans, always ask why. Too often we switch to defensive mode and focus on better communicating our own position rather than understanding the opinion of the person opposing us. This is a mistake.

The question why is powerful for three reasons…

  • It informs – Often the objection raised initially is not the true underlying issue. By asking why you get to the root of the problem and that allows you to offer alternative solutions. Asking why ensures you have all the information required to deal with the issue.
  • It can confound – Most of us make decisions based on an intuitive leap. We do not always think through our decisions and so find it hard to articulate the underlying reason. By asking why you force people to stop and consider their logic. When they struggle to express the underlying reasons, they weaken their position.
  • It shows interest – By asking why you allow them to have their say. You demonstrate an interest in their opinion and establish empathy with their point of view.
  • Ultimately asking why avoids the disagreement from turning into an argument with entrenched position.

    10. Avoid confrontation

    I avoid confrontation at all costs. Going head-to-head with somebody especially in front of their colleagues achieves nothing. You can rarely get somebody to shift their position through confrontation.

    Once a disagreement escalates into a confrontation, nobody can afford to ‘lose face’ by backing down. It becomes a matter of ego, where pride dictates the outcome. Your website will almost certainly be caught in the cross fire.

    A better approach is to agree. The word yes can be immensely powerful. Whenever somebody suggests something to me, no matter how stupid, I will do the following…

    • Acknowledge and thank them for their input.
    • Say yes we could do that.
    • Go on to explain the consequences if we did.
    • Offer an alternative which could achieve the same aims.

    In short I tend to go around problems rather than bashing my head against them. I always look to work with others rather than against them.

    Conclusions

    So there you go, 10 techniques for battling site bureaucracy. I do not claim these techniques are foolproof. Neither do I suggest they are always appropriate. However, they are useful techniques in your arsenal which you may want to call upon from time to time.

    Finally, this is not a definitive list. I could have written more but then it wouldn’t have been a ‘top ten list!’ However, I would be interested to hear what works for you. Post your techniques in the comments.

    152. War?

    On this week’s show: Daniel Burka and Joe Stump from Digg discuss the supposed war between designers and developers. Paul talks about using twitter effectively and we ask ‘are you placing too much emphasis on your homepage?’

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    News and events

    How to film video case studies

    Increasingly your web strategy is about more than a website full of pretty pictures and well written copy. Video in particular is playing an increasing role, whether it is embedded in your website or shared via YouTube.

    Video can be used in all kinds of ways from product demonstrations to viral marketing. However, a growing use for video is customer case studies.

    This week 37 Signals have published a fascinating insight into how they created their customer case studies for Highrise. The article covers everything from…

    • How they chose who to interview
    • The way they shot the videos
    • What questions they asked
    • How they conducted the interviews
    • How they edited the videos
    • The time they spent preparing the whole thing

    There is little written about producing quality videos and even less about customer case studies. Without a doubt these kinds of videos are extremely powerful and so it is great to read quality advice about their production.

    Effective communication in web design

    Smashing Magazine has posted an excellent article that I would highly recommend to all website owners. No, it is not my excellent Twitter article that I will cover later. It is actually an article entitled – Clear And Effective Communication In Web Design.

    In essence it talks about how to communicate on the web through both copy and visuals. It is a comprehensive overview (if somewhat superficial) of all the key considerations of communicating effectively through your website.

    The article focuses primarily on your website, largely ignoring broader communication issues. However it does tackle…

    • The different methods of communication – Images, text, titles, icons, design styling, colour, audio and visuals.
    • The challenges of clearly communicating – This includes the curse of too much copy, the need for personality and much more.
    • What you should be communicating – Your company vision, the websites offerings, the benefits to your users and calls to action.

    It also nicely demonstrates how the design and copy work together to communicate your message. This is something I will be discussing with Jeffrey Zeldman in an upcoming show.

    Do we place too much emphasis on the homepage?

    Following on nicely from my recent post about where we invest our money, Christian Watson recently wrote about one of his clients who requested a homepage redesign.

    In the article he writes…

    Sure, I could refresh the colors and move some content around. But is this a good use of my time and her money when the home page represents 20-25% of page views?

    It is a good question. Christian goes on to argue that we often place far too much emphasis on the homepage and that in fact it is little more than a gateway page to direct users to more important content.

    He uses a nice analogy borrowed from Jared Spool. He compares the homepage with a hotel lobby…

    When visitors arrive at your hotel, certainly they should find that the lobby represents the hotel favorably. It should be attractive, spacious, with elegant lighting, welcoming colors, and the odd feature here and there.

    The lobby should make it easy for the visitor to orient themselves — to see where the front desk is and where the lifts are. It should make it easy for the guest to find out any important information at a glance — upcoming events or where the conference is being held.

    However, hotels are ultimately judged by the quality of their rooms.

    It is an excellent post that provides real food for thought.

    Back to top

    Interview: Joe Stump & Daniel Burka on War Between Designers & Developers?

    Paul: So I am really excited to have joining me today Daniel Burka and Joe Stump from Digg. Hello Guys

    Daniel: Hello

    Joe: Hey hey

    Paul: I have had both of you on the show individually and Joe you were on not long ago were you really…

    Joe: ermhh yes a couple of months ago maybe

    Paul: What can I say, we cannot survive without you. So erm but I though lets bring the two of these wonderful people together and talk about designer,developer relationships and how the two of them get on together working at Digg. I mean I have to say this is just a rip off really isn’t it, it’s a rip of a panel you did. Was that Future of Web Design (FOWD) you did that panel?.

    Daniel: Yes it was Future of Web Design in New York. I think we are rehashing the panel at South By South West (SXSW) this year so if anyone is there it would be awesome if you dropped by.

    Paul: Excellent, I need to persuade you two to come along to the SXSW live Boagworld as well, but I will hassle of of air so that you can back out if you want to without committing yourself live in a interview.(Paul laughs). OK so lets kick off by talking about the designer and developer relationship and really I think that it strikes me there is a lot of mythology around this that you know designers and developers hate one another and I am not convinced it actually works like that in practice. When you guys did your panel at FOWD you actually were agreeing on a lot of points so I though we would start of by maybe highlighting some of the differences and then look at ways of working together er mm further down the line so lets talk about to begin with what you guys see as the main differences in outlook I guess between designers and developers. How do you look at the world in different ways, do you think? Maybe Joe do you want to kick us off. How do you think developers see the world differently to designers?.

    Joe: Sure I think erh developers are definitely, their default kind of response erm is that they would rather, I always make the joke that coders by default are lazy, good coders are extremely lazy people that’s why they’re good coders because they want to automate as much of their lives as possible. Ermm so I think that erm developers tend to get a little complacent when it comes to the actual erm product sometimes because they are so busy and so interested in and so worried about the actual code or the more nerdy side of things you know like are we running the latest greatest versions of different softwares. Developers also tend to be a lot more interested in what the new hip nerdness is as opposed to what’s actually going to make the product better for users, you know so like I have been in product review meetings where people are like “well Why isn’t this new version of some strange bizarre open web specification that nobody has ever heard of ahead of some major forward user feature” . (laughs)

    Paul: (laughs)

    Joe: So ermm I think that that tends to be like a big difference. The designers you know it is their job to be curators of the website in my opinion and kind of move the user experience forward and often times developers don’t have a whole lot of interest in that. (laughs)

    Daniel: On the flip side of that if we are both going to slag our own professions ermm I think designers are often you know pushing unrealistic goals. They are interested in building you know the perfect product and you know aiming straight for that instead of looking pragmatically at doing things in steps and figuring out what is technically possible and I think there is also a gap where designers can only see sometimes what features that they can view and don’t understand, don’t see the vision, of where developers can see you know amazing things they can you know do pro grammatically that designers just aren’t envisioning.

    Paul: Yeah

    Joe: I think that’s er is another key difference that I know that there is a lot of, there have been struggles and tensions between Daniel and I in the past over this idea of a holistic approach to design where where Daniel designs his vision and his vision is normally version 10.0 and I am looking at you know the technical roadmap and things that I need to do and like I am OK well lets talk about version 1.0 and then we can start talking about 2.0 like, developers are much more focused on an iterative process as far as releasing, you know like small chunks, reducing risk etc. etc. and designers tend to kind of like go well erm you know it is like I wanna build a pyramid it’s like great well how about first we start out by finding some limestone and then we work our way up to building a pyramid.

    Daniel: So what you are saying is we have got a fantastic optimism. (laughing)

    Joe: Yes

    Daniel: But I think that’s partly it. Developers are very interested, as Joe was saying,in mitigating risk and in a lot of ways designers are very adverse to even thinking about risk and want to think about opportunity. So I think this is kind of the crux of the whole thing and what we are trying to talk about on that panel is that both of those views are super valuable and if you manage to find the right mix of those two things then you can develop a fantastic product that is both concerned about risk and pushes the boundaries of what is possible.

    Paul: Mmmm I remember one point that came out from the presentation which is one that you made erm Joe which is about the dangers of if that mix is not right. It is always the designer that’s in front of the client or the boss or whatever ermm the kind of realism of the developer is kind of left out of the process and ideally the developer either needs to be involved in those kind of meetings or there needs to be a conversation that happens between the designer and the developer before anything is ever presented. Is that kind of, do you still feel like that is that still a valid point?.

    Joe: Yeah, I feel that is a extremely valid point for two reasons erm and this is a discussion that Daniel and I just had yesterday in fact. The thing is as a developer the reason I want to be involved early on in the development or in the design and like development of the product phase you know when requirements are coming together and when you know the first kind of formations come out of the clays so to speak is because two reasons. One ermm and they all kind of come back to this same kind of problem, is that the designers and the product people don’t know the system, the actual bits and bytes that like you know go into making the product, as well as the developer like the data and the code and the actual systems and stuff like that and how they are put together. So Often times two things happen Daniel comes up with a design and there is like one small minute detail on the page that would require you know one of the largest computer farms in the world to calculate in real time. Whereas in lots and just as often as you know that happens where it is like Daniel I can’t calculate that number in any meaningful way on a regular basis so you gotta remove that. But just as often as that happens because of you know as a developer I have such like intrinsic knowledge of the relationships in the data and what data we are storing and stuff like that just as often I am like well why don’t we expose this data or do this and Daniel is like I did not know we could do that actually I totally would have done that if I had known that that was possible or feasible.

    Daniel: Yeah and that’s, especially that side of things designers often hear the first part Joe is talking about, the you know well that is just not possible or more difficult than you think. Any designer that has worked with a developer has heard that aspect of it you know and that is of course very valuable but it is the other side of things that I think people fail to leverage most frequently is the ability of developers to see different patterns than you in the data and come up with those suggestions, you know it might still be your call whether or not that is a valuable thing for the user but just hearing these ideas coming out is is amazingly valuable. That has shaped a lot of Digg.

    Paul: So would you say that is a kind of you know a common mistake that maybe designers make with developers that they don’t communicate enough with them ermm

    Daniel: Absolutely

    Paul: yeah

    Daniel: Designers often see developers as mules its like I made this thing go build it and that is a bullshit attitude, its terrible.

    Paul: mmmm what …

    Daniel: Its not just designers either all product people have a tendency to do that. In some ways, as Joe was talking about developers being involved in the process, at Digg we’ve got a pretty good structure where design actually falls under the marketing team and in some ways I see design as a bridge between marketing and business development you know product interests and the development team. Because I am often sitting over here and I hear you know someone from business development or marketing throwing around an idea and I am like “I’m no developer but I have a good sense of what the developer sees as important and you’re talking crazy talk like that is going to be nuts” and they are about to go and pitch that to a potential partner and you know like every week I put the brakes on from that kind of thing I am like listen you need to talk to Joe you need to talk to a developer because that what you are talking about is going to be months of development and you are promising it to a partner in two weeks that’s nuts and so I like that in you in some ways the design team can often be a bridge between product marketing people and the technical teams.

    Paul: Joe from your perspective what kind of, you know as your communicating with Daniel and other designers within digg looking back where do you think you’ve made mistakes in your relationship with designers?.

    Joe: Ermm I mean the mistakes that I often make ,its a not even a mistake are I don’t wanna say are what we do are like flat out mistakes it’s just more ermm you know being a bit more reserved and not necessarily defaulting your answer to no. Err You know I think that Daniel often talks about how a natural tension between design and product and development is actually good for the product because you have eventually, as long as you can keep that at a good tension and not you know bad or where things are breaking but ermm I think often times developers are quick to say no. You know they will be sitting in a meeting and it is just immediately no I am not going to discuss that when in reality if they sat back and let the idea germinate you know they would, Its kinda weird because I have in a lot of meetings where things were, where the developers were like be oh my god that is an amazing product but we will never be able to build it and so it is like they want to build it but their default is to avoid risk so they say no. So a lot of the times when I talk with Daniel now and this is something I like quit doing I try not to say no unless it is just like blatantly in black and white no way that is possible kind of thing. I might let the idea germinate more I might no say no immediately I might want to go back and spend a couple of hours thinking about it if it is actually feasible because maybe you know. That’s what engineers love doing they love solving difficult problems and if you are saying no to difficult problems then you are failing at what your passion and hobby is. Ermm so I think that ..

    Paul: There is also an aspect is there not of not just saying no but explaining why you are saying no so that the other party is kind of educated into the kind of problems you face so as Daniel said earlier that they can be the bridge to you know business development or whoever else.

    Joe: Yeah absolutely, I am the king of analogies at this point ermm but the other thing that developers erhh, this is extremely common that they utterly fail at is that they think for some reason that they are like the target demographic of the product so they will come into a meeting and say this product will absolutely fail because it doesn’t have key binding so I can keyboard shortcuts it’s like nobody uses keyboard shortcuts like in the real world, they are all mice people like you know. It is stuff like that that a lot of the time developers are like “this will never work unless you have least 14 completely nerdy niche features in it” you know and I think developers too often you know they do that and that is just silly.

    Daniel: Hey guys that’s been a special problem at digg,since we started of as the pure technology side so it was seen as by developers for developers and you know we have obviously branched out from there and now we have got other interests I want to make sure peoples mums can use the website and that’s you know certainly a , you make different choices based on that.

    Paul: I mean it is very timely from my point of view to have this interview with you because on Friday we had a internal meeting in Headscape where we talked about all kinds of production things and one of the things that came out of the development team was this desire to be involved in the process more and err to have their say more and just to be included earlier. So I am quite interested in you know because obviously you guys have been working together for a long time what kind of practical advise would you give to a , maybe this is just a question for me and not for anyone else, but what kind of practical advise would you give for designers and developers working together within the organisation. How can that relationship work better?

    Daniel: Yeah, absolutely involving your development team earlier in the process but that doesn’t necessarily mean sitting around brainstorming right at the beginning of a feature with them. I mean I try to sit down work out an idea get it 20% of the way there, you know work out some of the basic issues figure out what this thing really means what’s at the core of it you know it might be ten different features together but what are we actually trying to achieve with it right so at least get that far even throw down so basic wire frames or some really basic comps and then present it to the developers its like listen this isn’t just an idea I came up with you know last night I just want to spill my entire brain out in front of you it is something at least I have thought through you know I have put a few things through my brain and now here is this totally unformed, not totally unformed, slightly formed idea but it is not baked you know don’t wait until you have got it baked and then you are so disappointed when the development team says well that’s not possible or have you really though about this and you have got this complete package already made up in your mind but come to them with a least you know the kernel of the thought out idea and get them to poke holes in it. Get them to push it in other directions and show you what else you could be doing and then go back to the drawing board again.

    Paul: What about from your point of view Joe?

    Joe: Well yeah, So ermm I agree with Daniel in some sense on that I think it is crucial to before you take it to developers to formulate a cohesive problem or hypotheses. Like if you come to the developers with a half baked problem that you are trying to solve you are going to get like, they are just going to run wild with it and it is like you know difficult sometimes to keep developers focused when they get excited about a problem. So have a formulated problem that you know you have a small idea of how you are going to fix but not fully baked. The other thing too and this goes on both sides of the aisle it shouldn’t be get developers plural involved and it shouldn’t be get. like a lot when you are first germinating that idea and you haven’t really moved it forward start small and then continuously expose it to more and more people errmh because I find if you involve too many people early on in a the process whether it is designers, developers, product people things tend to , you tend to loose focus quickly and everyone wants you know it’s kind of like port barrel spending and major bills its like everyone wants to piggy back extra features and stuff and pet projects that they have wanted for so long into like some major new feature.

    Daniel: It is just simple death by committee

    Joe: Right

    Paul: Yeah Yeah OK That’s interesting a little random question I remember going to a talk once where, and I can’t remember who it was who was giving it, where they suggested that errmh designers and developers swapped roles for a while. Where you try and sit in the other persons shoes and I was just interested whether you two had tried anything like that?

    Joe: That would be disastrous for me. (laughs)

    Daniel: I I mean I appreciate development roles and I am you know somewhat technical for a designer but yeah I know I have never done that but I have always worked so closely with the development team like at silverorange where I worked previously to digg there was only ten of us and I sat in a room with developers all the time. I worked in their code with them and worked on problems as a group so I think I, you know I have never worked in a place like say you worked in a big enterprise and your in this classic where designers are in one office and developers are in the other office and you toss stuff over the wall yes then I think that would hold value at least go and sit in the other office, go work in the other office for a few months just hear the other discussions that are going on because there are a totally different set of concerns a totally different set of values than what you are doing and if you don’t at least appreciate and understand that, and not just understand it so you know what you are fighting against but understand it to know what is important and how you can work with it then you know you would be really missing out.

    Joe: I think I am ermhh I think I am kind of spoiled at Digg because you know I work with two of the webs brightest, you know Daniel and Mark Trammell as well so I actually push back on my developers pretty frequently where they you know we will leave a meeting and they are like I really really completely disagree with what Daniel or Mark are doing with the design and you know I tell them all the time like look you are not a designer and you definitely not at the level that those two are at and you sometimes have to defer to them and trust that they are doing their job and they are doing it well you know and ermhh I think developers don’t do that often enough they make these assumptions that you know the arty-farty designers are doing stupid shit again and that’s not the case. I mean they would not be especially where we are at at Digg and what not I mean Digg is able to be very picky with who they bring on and the people Daniel has brought in to design are extremely competent at what they do err so I am probably not qualified to answer that question because I am so spoiled at Digg but that is a common problem I see from developers where ermhh they don’t let the designers do their job and they try and be designers when in reality you know they do not have the experience or the expertise so.

    Paul: Lets talk about conflict resolutions, sounds very grandiose but basically you know how do you go around resolving a situation where you know OK you kind of respect each others skills and you respect each others competencies but you know where some feature is suggested by Daniel and you know and you Daniel from your point of view it is absolutely core to what you are trying to achieve you know it is extremely important and then from a technical angle Joe it just seems incredibly complex and very very difficult. How is the eventual decision made as to whether that feature should be implemented and in what way it is implemented? How do you go about resolving that difference?.

    Joe: Ermhh Well I mean I think as far as making the decision whether or not the feature makes it in, because there is actually two possibilities when it comes to the conflict resolution. Whether or not a feature actually makes it into the product and in what capacity does that feature make it into the product and I think in the former whether or not the feature actually makes into the product if Daniel comes to me and he’s resolute like this feature has to be in the product the feature is going to be in product. I am always going to defer to Daniel on on, if he feels that strongly and is that passionate about it you know and it is not something completely hare-brained like I want magic ponies to come flying out of the screen I am going to defer to his expertise on the fact that feature needs to be in the product. Where the conflict resolution comes into it is what capacity is that feature going to come into the product like a perfect example of I think of something where there has been we have had a recent discussion at Digg and where this has happened we have, and I talked about this probably in our last talk but, there are these little green badges on the digg buttons and they indicate one of your friends has dugg that story and when you hover over the digg button it shows like a little sample of the people that have dugg it. Ermhh So those were causing significant strain and problems with our systems and our code and on our databases so I came to Daniel and of course again as my risk aversion developer brain was coming to Daniel I was like Can we axe this feature until we can figure out how to like fix it. He was like “No” that feature cannot absolutely be axed and then we came to a resolution which was a short term solution until we can get a better solution in place where operations now have knobs they can dial down so the green badges don’t show up on stories older than 48hrs, they don’t show up on stories that have more than say 5 or 600 diggs and stuff like that. So the conflict resolution came in basically making trade-offs in how that feature is surfaced in works ermhh at our scale more often than not what that means is that Daniel has to give up the notion that everything is in real time. The feature will work it is just that it may take you know thirty seconds to a minute for an action to be distributed across the entire system, that is probably more how things are now at Digg so.

    Paul: What about from your point Daniel, when do you back down over something and when do you keep pushing on it? How do you decide you know how serious Joe is about something and whether you should keep pushing or not?

    Daniel: Right I mean it kind of comes down to you know when I am looking at the product I am not thinking of any one feature, I am thinking about the whole set and I want it all to work together and so you know I know I want to push out six different features this month and if I push and push Joe to do the one really hard one well that is going to affect the other five I wanted to get done. So any feature is tied to other features and it is also based on a time line if I want something done in a certain time line and that’s just not possible well then I have to start making compromises so you know you have to be realistic and then at the same time you have to realise developers work well with shame and so if you tell a developer well I bet a good developer could do that (All laugh) they will go back to their cube grumbling at you and figure out a more efficient way to do it.

    Paul: OK. So now we are getting into the realms of how to manipulate each other.

    Daniel: Absolutely.

    Joe: That’s definitely err one that I agree does work but is not a trick you want to pull out of your bag too often.

    Daniel: No it is the same with designers too, it is like I want to do this really complex thing, no way I can explain that to users in a way they will understand. “I thought you were good” arhh shit I will go back and try that again.

    Paul: That is quite interesting what you just said there because so far we have talked very much about you know designers initiating features and that kind of stuff I mean are there situations where the developer is the one initiating features you know just said there a developer wanted to do something really cool and you said you couldn’t explain it. Does it run that way as well? or is it always the designer who drives first?.

    Daniel: No Absolutely that happens at Digg, it happens sometimes at Digg so Joe yesterday sent me an email that had two big feature ideas in it. They may not be things we implement this month but maybe later on this year. I was looking at them and you know it is easy to disregard well he is a developer he does not understand what’s going on with the product but you look at the ideas and they are strong and they fit in with what we are doing and now I am trying to figure out you know how they make sense in the big picture I guess. So we have got a brilliant development team a lot of people over there with great ideas and we try to sit down, you know I guess Kevin has been doing those where we do meetings once a month I guess where developers if they have been working on a side project you know something they have always wanted to build into Digg they can present this at the Digg ideas meeting.

    Paul: Ah OK

    Daniel: A bunch of those products will make it into the full Digg I mean its awesome these brilliant people go and throw around crazy ideas and show you what is possible.

    Joe: I think err yeah I mean I agree with that you definitely have, it is a two way street erm largely stuff comes from product at this point the Digg ideas meetings is definitely helping that you know open that up and kind of what I would call level that playing field a bit. But one of the things I think developers are in a in a unique position just like Daniel I work with people across the entire companies so I know initiatives that are going on in marketing I know initiatives that are going on in PR and biz dev etc. and you know if nothing else developers are very good about noticing and pointing out and discovering patterns and err a recent product that made it out that err was a developer initiated product was Digg dialogue because basically I noticed this common pattern where business development and Marketing and PR were setting up interviews and then like reaching out to people to like conduct interviews using the Digg engine kind of thing and I was why don’t we bake this into like a cohesive feature that’s turnkey because you know business development like Daniel was saying earlier lots of times they are just making these one off deals you know and they don’t really recognise when there is a product to be had there erm so that is another one that recently went out. It was like I recognised a pattern and baked this into something cohesive and move it forward.

    Daniel: That is a good example of where we are being lazy some people want to do this one off thing over and over again and it is a bunch of work to don it each time well like we will just build a system to do it and we won’t have to do all the work every time. It was great.

    Paul: OK that is really good lets leave then with one final question or one thing from each of you. Which is if you could give you know one piece of advice to either designers or developers on how to kind of interact with their counterpart what would that one piece of advice be?. Lets kick of with you Daniel what would be your one piece of advice to designers about dealing with developers?.

    Daniel: My one piece of advice would be to see the big picture, you know aim for version 10 like we were talking about earlier and know what you want to build in the future but be realistic enough to back it up and build it in stages. You know waiting and building a feature over six months and eventually launching it is a terrible way to develop and it’s a terrible way to design having an idea of where you want to be in six months but realising in one month increments is so much better you’ll end up in a different place but at least you know where you are heading and you can adjust that goal as you go forward

    Paul: Yeah. Brilliant. Joe what about you?

    Joe: Ermhh I would say to the developers out there that there is different shades of no ermhh that you know there is the, the default should not always be no and remember what I said about the conflict resolution you should be deferring to the people that are experts in their field by default for the most part and to work on compromise in how the feature operates and make your concessions and have them make their concessions rather than just defaulting to saying no to the entire feature.

    Daniel: And as a developer push to be involved early in the process, even at Digg we struggle with that a lot and as a designer I appreciate when developers want to be involved I want to hear their opinions you know it is fun to have them involved I hear all kinds of crazy stuff I never even considered that’s awesome.

    Paul: Excellent. Thank you so much guys that was really good I appreciate you coming back on the show yet again. It was really good to get your perspectives together on that relationship because it is one a lot of people struggle with. So it is good to hear that it can work most of the time. Thanks for your time

    Daniel: Thanks for having us on Paul

    Joe: Bye

    Thanks goes to Shaun Hare for transcribing this interview.

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    With everybody from Britney to Obama now on Twitter it is safe to say the social networking platform has gone mainstream. But what does this mean for the service and how can we as website owners use it? Read More

    10 harsh truths about corporate websites

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

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

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

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

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

    1. You need a separate web division

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

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

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

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

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

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

    Screenshot of Zeldman's website

    2. Managing your website is a full time job

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

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

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

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

    3. Periodic redesign is not enough

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

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

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

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

    Screenshot of Cameron Molls Article

    4. Your site cannot appeal to everyone

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

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

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

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

    5. Your site is not all about you

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

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

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

    6. Design by committee brings death

    Illustration showing why design by committee fails

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

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

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

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

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

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

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

    Post from Twitter complaining about being a pixel pusher

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

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

    8. A CMS is not a silver bullet

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

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

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

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

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

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

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

    9. You have too much content

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

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

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

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

    10. You are wasting money on social networking

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

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

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

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

    Screenshot of Microsoft's Channel 9 website

    Conclusions

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

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

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

    Win a copy of 'A Practical Guide to Designing for the Web'

    Everybody involved in the web design process needs an understanding of design fundamentals. That is why everybody should read “A Practical Guide to Designing for the Web”.

    Maybe you are a website owner who has to sign off on a design comp. Maybe you are a developer who has to implement the design produced by somebody else. You might even be responsible for a sites design without having any formal design training. Whatever the case, you should probably read Mark Boulton’s new book.

    This PDF book covers the underlying principles of all good design. Whether it be online or in print, good design is governed by certain best practices. This book introduces the reader to these principles, including subjects such as…

    • How to start the design process
    • Research and ideas
    • An introduction to typography
    • The basics of colour theory
    • The rules of good layout

    The book is unsurprisingly beautifully designed. However it is also well written and engaging. I can highly recommend it.

    Page sample from Marks book

    Win a free copy

    You could go and purchase a copy right now for only £12 (and I would encourage you to do so). Alternatively you could win one of three free copies by entering our twitter competition.

    For your chance to win a copy of this inspiring book, twitter your top design tip using the hash tag #designTip. For example your tip might be…

    #designTip – If you wish to draw attention to a design element surround it with whitespace.

    The closing date for this competition is Friday 27th February, so get your tips in before then.

    The winners will be chosen by Mark and we will direct message them shortly after the 27th. To ensure we can do so please subscribe to the Boagworld Twitter feed.

    The winners will also be announced over twitter and on the boagworld podcast.

    Current entries

    Below you can view the current Design Tips that users have submitted.

    Video: Introduction to WCAG 2

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

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

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

    Apologises

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

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

    Feedback

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

    Update: We now have a transcript!

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

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

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

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

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

    The Journey to WCAG2

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

    WCAG2 Reborn

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

    Principles

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

    Guidelines

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

    Success Criteria

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

    Techniques

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

    Working with WCAG2

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

    Perceivable

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

    Audience: (laughter)

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

    Audience: (laughter)

    Paul: Unlike that! (points to presentation)

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

    Paul: Yes.

    Audience: (more laughter)

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

    Text Alternatives

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

    Time Based Media

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

    Adaptable

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

    Distinguishable

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

    Operable

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

    Enough Time

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

    Seizures

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

    Navigable

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

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

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

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

    Paul: Yeah, basically.

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

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

    Understandable

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

    Readable

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

    Predictable

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

    Input Assistance

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

    Robust

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

    Audience: What about AJAX?

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

    Compatibility

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

    What, no AAA, AA, A?

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

    Start With Basics

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

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

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

    Build Over Time

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

    Quick Response

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

    Headscape’s Approach

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

    Establish Approach With Client

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

    Remain Pragmatic

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

    Have a rationale

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

    Responsibilities.

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

    Sales/Client – Principles

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

    Guidelines – Project Managers

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

    Success Criteria – Designers and Developers

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

    Check Everything

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

    Needs to be second nature

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

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

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

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

    Paul: Ok

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

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

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

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

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

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

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

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

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

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

    Where to Start

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

    Audience: There’s no pictures? (laughter)

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

    Questions

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

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

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

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

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

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

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

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

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

    Paul: Yeah, they are new Keynote animations.

    149. White Hat

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

    Download this show.

    Launch our podcast player

    Housekeeping

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

    Web Design Introductory Training

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

    The two courses are…

    HTML and Web Standards for Beginners – 19th February

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

    Beginners CSS – 20th February

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

    For more information visit edgeofmyseat.com/training/

    Bamboo Juice

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

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

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

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

    Consultancy Competition

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

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

    Back to top

    News and events

    More on jQuery

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

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

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

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

    Getting started with HTML 5

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

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

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

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

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

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

    Web design trends for 2009

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

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

    The trends listed include…

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

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

    Your website can thrive in a recession

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

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

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

    He goes on to say:

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

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

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

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    Feature: Becoming Number One On Google

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

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    Listeners feedback:

    Customer testimonials – Are they worth it?

    Question from Dave Rupert –

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

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

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

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

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

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

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

    How do you make your site feel safe

    Kevin Dees asks an interesting question on the forum:

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

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

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

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

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

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

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

    However a few things have come to mind…

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

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

     

    A partnership of cooperation

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

    I am horrified by some of the stories I hear from clients and web designers about failed web projects. In most cases the problem has been not with the project itself, but with the relationship between client and supplier.

    Although we are learning at Headscape, we have discovered three principles that will help both designers and clients work better together. To run a successful web project you need:

    • Mutual respect
    • A defined relationship
    • A positive attitude

    By building these characteristics into your relationships there is a much greater chance of success. Let us look at how.

    Learn mutual respect

    It is disturbing to hear how some web designers refer to their clients. There is an underlying feeling that clients are stupid and just hamper the development process.

    In reality clients are normally a key component and extremely knowledgeable. The client usually has a better understanding of their business objectives and target audience. They know what they want to achieve through the website and will have to work with it over the long term.

    The client is the sites advocate, evangelist, defender, content provider and more. He is the driving force behind the site and deserves the designers respect.

    However respect is a two way street, and clients often undervalue web designers. This is especially true in in-house teams although it also occurs when hiring external agencies.

    Clients often reduce the role of the web designer to a pixel pusher. They micro manage designers effectively ignoring the extensive experience the vast majority bring to the table. Everybody has an opinion about design, but good design is not about personal opinion. It is about fundamental rules of layout, typography, colour theory and more. It is the designer who has expertise in these areas, and the client needs to respect this.

    This lack of respect is often because both parties misunderstand their respective roles.

    Define the boundaries of the relationship

    Both designer and client have expectations of their role and that of their opposite. However, these expectations often differ. For example, if a client has not worked on a web project before they are unlikely to be aware of their role. This can lead to the client straying onto the designers territory or failing to fulfil their own obligations in the eyes of the designer.

    At the outset of a project define the boundaries of the relationship. The client’s role in particular needs to be clearly defined.

    Clients should be focusing on three things:

    • The business objectives – The client understands the business objectives associated with the website. Therefore, they should be constantly asking whether the design fulfils these objectives and if not explaining to the designer where they believe it falls down.
    • The needs of users – A good client should have an insight into the behaviour and character of their target audience. The client should assess designs not based on personal opinion, but within the context of the target audience. They should ask how users will react to a design, not what you think of it personally.
    • Problems and not solutions – Many clients endeavour to find solutions to perceived problems rather than communicating the problem to the designer. For example, a client should not suggest that a design is changed to a specific colour. Instead they should express concern that the target audience may not respond well to a particular colour. The designer can then decide on the best way to resolve the problem. If the client does not communicate the underlying problem, but merely suggests a solution, he is straying onto the designers territory. This prevents the designer from doing his job properly.

    Of course, it is not just what you say but the way you say thing.

    Build a positive attitude

    Interestingly that both designers and clients perceive the other as a barrier. Designers believe that projects would run smoother without the objections of clients. Client perceive designers as negative and constantly undermining their ideas and suggestions.

    Personally I rarely say ‘no’ to a client. Saying ‘no’ ends the discussion and leads to confrontation. It also fails to communicate the problem or identify a way forward.

    Does this mean I do everything my clients ask? Not at all. Instead I provide them with enough information to realise that their suggestion may not be the wisest decision. In short I say ‘yes we could do that’, but then go on to explain the consequences of their suggestion.

    However, you should not stop there. Also ask the question ‘why’. The other party may make a suggestion that seems ridiculous, but they will have had their reasons. You need to know what those reasons are. By understanding them you maybe able to provide an alternative that keeps everybody happy.

    Maintaining a good working relationship between client and designer is not an exact science. However these approaches have gone a long way to improving the way we work with clients. Hopefully they can do the same for you.

    140. Launch

    In this week’s show GetSignOff has finally launched, we talk about how to use web stats to improve your site and we answer your questions about roles with web design and should you help clients with hosting.

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    News and events

    Acid3 receptions and misconceptions and do we have a winner?

    The team that develop WebKit, the open source web browser engine that Safari and the new Google Chrome are built on, have just announced that the engine passes the Acid3 test developed by The Web Standard Project (Wasp).

    So what is Acid3?

    Acid3 runs a series of tests against a given browser and produces a score, the goal being 100/100. This score is generated from how "standards compliant" the browser is. For example whether it supports CSS2.1 styles such as "inline-block" and "pre-wrap", if it supports SVG-Fonts, what DOM features is supports and a whole range of other criteria.

    So WebKit passes!

    Does this mean we should ditch Firefox, IE and all the other browsers in favour of Safari or Chrome, well no, and that’s what Lars Gunther is talking about in his article over at WaSP.

    It’s great that tests like Acid3 exist and that browser developers endeavour to build better browsers because of them. All in all it results in a much better experience for the average user and makes our lives as Web Designers much more hassle free.

    6 Things To Like About Dreamweaver CS4

    So Dreamweaver CS4 became available this week, 15th October to be exact and Alex Walker over at Site Point has been having a play and has shared with us 6 thinks he likes about the new release. Check out his article for details of each, but a summarised list is:

    • UI/Workflow Improvements
    • The Related Files Toolbar
    • Code Navigator
    • Live View
    • Advanced JavaScript Interpretation
    • Making JavaScript Unobtrusive

    From reading the article these improvements over the previous version look really promising. One feature that really caught my eye is "intelligent code completion" for JavaScript and the most popular libraries such as jQuery, MooTools, Prototype etc, the same way it does for HTML!

    It would also appear that Adobe are making big improvements to the "Display View" of Dreamweaver, which has historically been the stigma plaguing most "professional" designers who use it. The "Display View" now has integrated code navigation, so you can use it to jump to specific elements within the page and Adobe have also built WebKit into Dreamweavers core so you can run your site through the software to test JavaScript, rendered CSS, server-side code etc.

    So will these new features encourage more people to use Dreamweaver?

    7 Ingredients of Good Corporate Design

    Smashing Magazine has published a great article that discusses 7 ingredients to good corporate design. They break the discussion into two elements:

    • Design as artistic representation, which consists of:
      • Logo
      • Typography
      • Colours
    • Design strategy, consisting of:
      • Brand
      • Quality
      • Community
      • Culture

    It’s important to understand that corporate design isn’t simply of a graphical nature but is intrinsically linked with your strategy, the goals that you set and how you implement them and this article is well worth the read.

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    Launch: GetSignOff Goes Public

    Monday GetSignOff finally opened to the public. It has been an interesting journey read more here.

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    Feature: Using Web Stats for More

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

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    Listeners feedback:

    Salesman seeks designer/developer

    Got this audio question from Andrew:

    Hi Paul, hello Marcus and hi to all the people who work at the show. I live in Canada so hearing your nice English voices through my headphones is great. My name is Steve and I’ve done some freelance web design for clients in the past, but the part I enjoyed the most was the selling cycle; being able to explain to the client what a standards based website could do for them and then persuade them that investing in such a site would be wise for their business. I bet there’s a lot of designers and developers out there who are absolute Jedis when it comes to coding CSS and HTML but really hate the selling part. And then there are people like me who can really sell well but I wish I could work with people who are amazing at building websites.

    My two-pronged question is as follows:

    Is there a website or another resource that would allow people like me, who love web design, but are more business/marketing oriented to touch base with people who are in the opposite situation? And I’m thinking more than just a job board here, I guess the best analogy would be something that Marcus might be familiar with – adverts in the back of music magazines that would say something like ‘band seeks drummer’ or ‘talented singer needs people to play instruments’.

    My other question: how did you guys do it at Headscape, were you all great at coding and someone had to get pushed out the door and start selling or were there very separate roles from the beginning?

    Ok, part one first (I’m original aren’t I)… the ‘band seeks drummer’ analogy is good but I much prefer a dating agency analogy! Cuddly, financially sound salesman WGSOH seeks quiet, intense, practical developer for fulfilling relationship. :-)

    As far as I am aware, sadly, this service does not exist. Forums, like the Boagworld forum, have got to be your best bet.

    Right, part two. Much as I would love to claim that I used to be great at coding before they kicked me out of the door to do the selling, it would be a blatant lie. When Headscape started, the three of us came from different disciplines – Paul was designer/tech (it’s true!), Chris was project manager and I was salesman. We soon didn’t have enough design/tech resource and started to recruit but the fact that a) Chris was organising and pushing projects along and b) that I was concentrating on bringing in new work meant that we were running things like a larger agency (more efficiently and with less risk) very early on.

    I have banged on about how important effective selling is in the past many times so won’t repeat myself here. The only thing I will say is that having totally separate roles is not necessarily a good thing. Even now, we don’t have very separate roles. Chris and Paul are both heavily involved in the sales process and always have been. In my view, it is the responsibility of the company directors to se
    ll.

    But, added to that, Chris and I also do a lot of consultancy work (requirements analysis, IA work etc), and Paul still does design work. This is important because it keeps our ‘hand’ in. Getting too involved in one role can often lead to a lot of potentially out-of-date talking, and very little ‘doing’.

    Do/should you help clients’ with hosting?

    Hi all

    I’m just about to do a ‘simple’ website for a friend (aka my 1st client) which will try to market something he is looking to rent out. Whilst I’m confident I can do the website, I’m not sure how far I should go with helping/organising his hosting. The client doesn’t know anything about hosting and doesn’t have any hosting space with his broadband provider.

    Now I don’t really want to get into organising hosting unless I have to, so I’d just like to know what the ‘norm’ is in this regard? As a web developer/firm do you automatically sort out hosting, do you get the client to do it and then give you the hosting password so you can upload the site? Is it even a good/lucrative idea to get involved in sorting this out as part of the ‘service’? Can people suggest what they do please?

    Thanks, Alex

    This question came from the Forum and there are already some interesting posts in response. The biggest issue here is:

    Can you support this website?

    Can you provide support if the site goes down in the middle of the night, on Christmas Day, or even when you’re on your two week break to Spain?

    If you decide to sell hosting then you become a middle man between your client and the hosting company. Your client is contracted to you to provide and support hosting, not the hosting company. Of course, you have a relationship with the hosting company where they will provide an agreed level of support but… you are still the person that has to deal with your clients’ issues as and when they arise.

    At Headscape we are completely open about this with our clients. We tell them that we only provide support (of any kind) on working days between 9am and 5.30pm. We’re not set up to do anything more than that.

    However, we do offer hosting for those clients that feel that the level of support that we offer is enough. We have our own managed platform and we also act as a reseller for a large hosting company.

    The solution for those clients that require a superior level of service is simple. The client buys the hosting directly thereby taking you – the agency/freelancer – out of the loop. We specify technologies, discuss the level of support required, amount of bandwidth etc with client – we will also set up the site on the web server – but the client orders and pays for the hosting.

    This has worked really well particularly for the larger, busier sites that we have developed.

    All that said, if you act as a reseller, and you have enough clients, you can make a decent profit via hosting. However, don’t be fooled into thinking that it doesn’t involve any work keeping all those clients happy and up to date. If you have enough clients to make money out of hosting then it’s very likely that you will have regular hosting issues to deal with and constant renewals to deal with.

    My friend and colleague, the long suffering Mr Scott, has many times said that he wished we had never touched hosting simply because it often ends being a constant irritation that gets in the way of project work and rarely pays for itself.

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    Don't get blacklisted by Google

    There are so many SEO companies and so much advice about how to get ranked highly on Google. How can you tell the good from the bad?

    Jason from Toronto recently wrote to me with a questions about search engine optimisation:

    I am desperate to improve the search engine ranking of my company website but I am confused by the contradictory advice online. We have even considered hiring an SEO company, but aren’t sure who is reputable. The last thing we want is to be blacklisted. Do you have any advice which might help?

    It is true that Google comes down hard on sites who disregard their webmaster guidelines. Probably the highest profile example of this was when they effectively removed car manufacturer BMW from their search results for using doorway pages.

    With many search engine optimisation companies still using these ‘black hat’ techniques, it is important to be able to tell the good from the bad.

    Later we will look at some of the SEO techniques that can get you blacklisted but first lets examine ways to identify a less than reputable SEO company.

    Spotting the black hat operators

    Always be sceptical of any company that contacts you out of the blue. If you are going to hire an SEO company, ideally you should use a personal recommendation.

    Definitely beware of companies who guarantee a particular ranking. If a company promises that you will be ranked number one on Google, ask for more information. It is relatively easy to get a website ranked number one on Google for an obscure term. However it is much harder to get ranked for something that is useful from a marketing perspective.

    Also ask what happens if a company fails to live up to its guarantee? Is there any real value in their promise? The answer is probably not.

    Finally ask the SEO company to clearly explain the techniques they are intending to use. If they are evasive with their answers they should be avoided.

    If you do discover the techniques they are intending to implement, this will enable you to judge whether you are in danger of being blacklisted.

    Know their techniques

    Most search engines provided guidelines about unacceptable SEO techniques. Google in particular provide excellent documentation for website owners looking to improve their rankings. They provide advice on selecting an SEO provider and layout what it considers unacceptable techniques. These include:

    • Hidden text and links – Some SEO companies use hidden keywords and links that provide no value to the user, but are designed to increase search engine rankings. Techniques include adding text that is the same colour as the background, hiding content with CSS, setting the font size to zero or hiding text behind images.
    • Search engine only content – Using techniques such as redirects and cloaking it is possible to show different content to a search engine than to a real user. This approach is often adopted on sites built using Adobe Flash. However, this breaks Google’s terms of service and could led to you being removed.
    • Sending automated submissions to Google – Many website owners and SEO companies use software packages such as Web Position Gold to automatically submit their websites to multiple search engines. Again, this breaks Google’s terms of service and could led to you being removed.
    • Duplicating content – Although Google recognises that some content is duplicated for legitimate reasons (e.g. a separate print version of your site), it frowns on websites that deliberately duplicated in an attempt to manipulate search engine rankings.
    • Doorway pages – These are pages that are created with the sole purpose of ranking well for certain keywords. They often have poor content and exist solely to funnel users into the main site.
    • Keyword stuffing – This refers to the practice of loading a webpage with keywords in an attempt to manipulate a site’s ranking. This can results in a negative user experience, and could harm your site’s ranking.
    • Participating in link schemes – Although your site ranking is partially based on who links to you, link exchange programs are still a bad idea. Exchanging links indiscriminately without considering their relevancy will damage rather than help your ranking.

    Will implementing the above techniques get you removed entirely from Google? Probably not. However, they could damage your ranking over the long term and will almost certainly be a waste of money implementing.

    Should you therefore avoid hiring SEO companies? Not necessarily. There are many reputable companies offering superb advice on how to improve your rankings. It just depends who you go with.

    131. Version Control

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

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    News and events

    Twitter Cuts UK SMS

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

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

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

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

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

    facelift (FLIR) Image Replacement for Fonts

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

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

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

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

    Gmail went down!

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

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

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

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    And Now For Something Completely Random

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

    Paul Annett Dresses as a Gorilla

    Feature: To Version Control or Not?

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

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    Listeners feedback:

    Project Management and Invoicing Applications

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

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

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

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

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

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

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

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

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

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

    Download Sizes

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

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

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

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

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

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

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

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

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

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

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