191. Ecommerce Lies

On this week’s show: Marcus explains how podcasting and blogging can support your business and Paul exposes the top ecommerce lies.

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Housekeeping

If you are considering going to Future of Web Design New York on the 17th November then you will be pleased to hear that we have managed to get you a 15% discount.

I went last year and can honestly say it was the best conference I have ever intended (although the hype around the election might have helped!).

To claim your discount just enter the code ‘boag15′ at checkout.

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News

Does aesthetics need to be compromised for the sake of usability?

As you will know if you have followed me for any length of time, I have great respect for usability expert Gerry McGovern. We work on similar projects and share a similar view of the web.

However, this week I parted company with Mr McGovern over his most recent post “Why web links are calls to action.”

In it he wrote:

It’s hard to read what Dustin writes on this black background; gave me a bit of a headache actually. But that’s okay. I had a great overall experience of the page because its black background communicated an important emotional, aesthetic thing to me.

Seriously, it’s a bit of a pity Dustin makes it so hard to read his stuff because what he has to say is quite interesting.

Later he went on to attack designers for their dislike of underlines.

Isn’t it amazing how many designers hate underline? They think it’s ugly, that it takes away from the look of the page.

Finally he reached the crux of his argument:

Have you read any grey books recently? I mean, have you read any books that use grey text or that have black backgrounds? Or, for that matter, have you read any print newspapers or magazines that use grey text? It’s well documented that it’s harder to read on a screen than in print. So why do designers deliberately create webpages that make reading even harder? Simple, really. Many web designers are more concerned with how the page looks than how it reads and functions.

In essence Gerry seems to be arguing that aesthetics should always take second place to usability. I disagree with this. It depends on the type of site. On some sites it is important to communicate more than information. Some websites are about conveying emotion and feeling too.

As for particularly targeting black backgrounds and underlined links, this is entirely unjustified.

Black backgrounds can (if done right) actually aid usability. Contrast is the issue here, not the colour of the background. As long as there is sufficient contrast a black background can actually reduce eye strain caused by white light, aiding on screen reading.

An example of a black background website with high contrast text

As for underlined links, I again disagree. Although I think it is important to underline links I tend to use border-bottom rather than text-decoration:underline. The problem with the latter is that the line intersects descenders making words hard to read, especially for those with cognitive disabilities. Not using underlines in their traditional sense actually aids readability.

An example of descenders intersecting underlines

The idea that most designers do not care about usability is incorrect. We care passionately. However, we do not always solve these problems in the way that usability consultants would prefer. Instead we try to balance aesthetic considerations with usability. We care both for how the page looks and how it functions.

So what do you think? Do you believe that designers care more about aesthetics than usability? Post your thoughts in the comments.

Explaining user experience design

Let’s face it, we all dress our jobs up in fancy terminology to justify our existence. That is fine until those paying us no longer understand what we are talking about.

Okay, so I am exaggerating to make a point. Sometimes we use our own terminology because we need short hand to explain complex ideas. However whatever the reason, it can get in the way when communicating with clients.

That is where the latest A List Apart post comes in. Entitled ‘Can you say that in english: Explaining UX research to clients‘ it does exactly what it says on the tin.

I want to recommend you read this article for three reasons:

  • If you are a somebody who needs to deal with UX people, this post proves an excellent introduction into what services they provide and the terminology they use.
  • If you are a UX person the post provides valuable advice on how to better communicate with clients.
  • If you have just started doing UX work this article may introduce you to more techniques. For example: have you previously heard of Contextual Inquires or Diary studies?

If you are looking for a great introduction to user experience design written in plain english, this is not a bad place to start.

The importance of typography

Typography is playing an increasingly important role on the web. Browser manufacturers now almost universally support font-face and there are a number of organisations such as Typekit and Fontdeck who have overcome the legal challenges surrounding the use of type online.

Unfortunately few fully understand the power of typography. Even web designers have become so used to working with a limited number of fonts that they have forgotten how evocative a great font can be.

There are loads of great resources about type on the web. Howeve, if you are looking for a post to get you started and demonstrate the power of type, I would recommend Jennifer Farley’s post on Sitepoint.

This isn’t a post that teaches you how font-face works. It isn’t even a post that explains how to create great typography. Instead it aims to excite you about the potential and power of great typography.

If you are a designer who rarely considers typography in any depth, then I highly recommend this post. If you are a website owner or developer who doesn’t ‘get’ all the fuss surrounding web typography, then I would also recommend you check this post out.

Website maintenance tips

Our final news story for today is an eclectic post from Smashing Magazine looking at website maintenance tips and tools.

It is a useful post because most of us are better at building websites than we are at maintaining them. After all, it is much more exciting to build a new feature than it is to carry out maintenance.

The article includes:

  • Advice on keeping content clean
  • Tools and advice on repairing your site
  • Information on browser compatibility testing
  • Help creating clean HTML, CSS, and Javascript
  • Guidance on ensuring accessibility
  • A look at HTML5 and CSS3
  • How to optimise your site for speed
  • Advice on commenting code
  • An introduction to SEO enhancements
  • Information on stats and analytics
  • How to incorporate user feedback

As I said – a somewhat eclectic mix. However, it is certainly worth a read if you are responsible for maintaining a large website over time.

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Feature: The Biggest Ecommerce Lies and How to Avoid Theme

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

Read the biggest ecommerce lies and how to avoid them

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Listeners feedback: Does blogging/podcasting win you any work?

Got the following question from Dave Smith:

Basically I’m interested in whether your Podcast and Blog generate any enquiries that result in paid work/projects for Headscape?

Recently we created FindMeByIP.com and it generated what is – for us anyway – a considerable amount of traffic for the Blog on our website. However, despite the tens-of-thousands of hits generated, we’ve only received 1 enquiry regarding new work. ONE!

What I want to know is whether you’ve devised any strategies for converting Blog/Podcast traffic into paid work projects for Headscape.

If not then how can you justify the obviously considerable amount of time and effort you put into your Podcast and Blog? What provides return on investment?

I’d look forward to any ideas/thoughts/suggestions that you might have.

The simple answer as to whether the podcast and blog generate any enquiries that result in paid work is yes. Blogging and podcasting have become the principle method that we use to market Headscape. We wouldn’t do it to the level that we do if it wasn’t a successful method of winning work.

Patience

I happened to notice recently that the first ever podcast went out in 2005 with Paul creating written articles prior to that. It took at least a couple of years before we started to notice that the majority of new prospects were discovering us through the blog and podcast.

There’s a couple of important points to note here:

  • The majority of Headscape’s work comes from existing clients and referrals. It did then and still does now. I don’t think the blogging/podcast model alone would have been able to support us in the early days when our client list was a lot shorter.
  • We’re not ‘scientific’ about ROI. In other words, we don’t get hung up about effort spent on marketing versus the amount of revenue coming in from it. It’s either working (or improving) or it’s not. If it’s not then we’ll try something else. Personally, I don’t think it’s a numbers game. For example, what if that one enquiry that Dave mentioned was from a huge client?

Perception

Even though we have always been completely ‘up front’ about the benefits that the podcast brings to Headscape, Paul didn’t start it with commerciality in mind.
Paul is a born blogger. He is a person that needs no encouragement to experiment with stuff and then share his thoughts with all and sundry. The fact that it has benefited our business is great and led the rest of us to encourage him to do more and more.

I’m not suggesting for a minute that Dave (and his colleagues’) blog is in any way forced but, and here’s the clincher, it sits on the company website. There is an instant connection between the blog and the company that may – probably sub-consciously – deter readers because they feel they are being sold at.

We used to write articles for the Headscape site and we’d send out regular email newsletters alerting subscribers to new articles. This was not successful, I believe, for the reasons highlighted above.
Boagworld started as Paul’s personal blog. And, I’m guessing, for the vast majority of readers and listeners it still is very much Paul’s site. They put up with the odd reference to Headscape but basically they’re not interested and never will be.

Influence

Though we have had a few website owners follow the show and hire us directly, the majority of the work that we win via the podcast is through listeners influencing their bosses. It took us a while to realise this.

When Boagworld started we felt it was important to focus the show (and blog) on website owners and not designers and developers. And though this focus remains important and provides a differentiator to other ‘tech’ blogs and podcasts, we now understand that both audiences are important to us.

Entertainment?

Mentioning differentiators, I think the fact that we do a podcast (not just a blog) is significant as well. It gives our audience a chance to get to know us far more than through articles alone. I have mentioned before that I think one of the biggest questions a potential client has before hiring an agency is ‘can I work with these people?’ I think the same applies for an in-house designer or developer who wants to make a recommendation to a boss. They need to feel that they can completely trust the team they are recommending and I think that’s more likely if their connection with you is via a (long running) podcast.

Our ‘style’, though it has its detractors (!), has kept people listening for nearly 200 shows. I guess what I am saying is that though of course high quality, relevant and up to date content is paramount to a successful podcast or blog, making it entertaining is also imperative. There are those that would completely disagree with my previous sentence – they don’t listen to Boagworld…

Conclusion

In conclusion, I think that the most important element to a successful blog or podcast is that it’s not being done simply as a vehicle to try and win work (or sell products etc). It has to be something you would do anyway. Of course, seeing positive results from a blog (as we have) will encourage more time being dedicated to it, but it shouldn’t be the reason to start in the first place.

Paul has talked in the past about one of the keys to blogging being consistency and regular posting. If you see blogging as a chore then chances are you won’t produce consistent or regular work.
In Dave’s case, along with considering moving the blog away from the company site, I think patience is the key as it appears they haven’t been doing it long.

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Image Credit: MarS

187. Jedi Mind Tricks

On this week’s show: Paul looks at how to better communicate and we ask whether you should mask your email address to avoid spam.

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Housekeeping

Although we promised you ClearLeft on this week’s show we have had to postpone it until next week. However, that gives you a whole extra week to submit questions via the comments on our blog.

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News

A web designers time is precious

We are all too busy, period. However, life can be particularly intense if you work as a web designer or developer. The pace of change is so fast it can be hard to find the time to keep up.

Fortunately there are some great articles around that provide time savings tips. Take for example Sitepont’s post this week “How to take control of your time.” It provides some excellent advice including the importance of prioritising, the need to leave adequate time and learning to say no.

Smashing Magazine has a post of their own entitled “20 time saving tips to improve designers workflow.” This includes ways to customise your work environment and better work with tools like Photoshop.

Speaking of Photoshop there is a great cheatsheet that contains all of the keyboard shortcuts you need to speed up your workflow in Photoshop. When combined with the IE6 cheatsheet for solving common IE6 bugs you will find yourself saving considerable time.

The answer to overload is not to work longer hours. It is to work smarter and that is what these posts enable you to do.

15 common ecommerce mistakes

I love working on ecommerce sites. They are by far my favourite. The reason – you get to see an obvious return on your work, because they have an obvious call to action. Conversion either increases or decreases. Profits either rise or fall. You are in no doubt as to whether you have made a difference or not.

However, the other reason I love working on ecommerce sites is because so many of them are terrible. Often when you start working on an ecommerce site there are loads of quick wins that make an instant difference to revenue.

People make the same mistakes again and again. In fact these mistakes are often so predictable that you could write a top 10 list of them… and guess what… that is exactly what Smashing Magazine has done: “15 common mistakes in ecommerce design and how to avoid them“.

Some of my personal favourite mistakes include:

  • Hiding contact information
  • Long winded checkout
  • Poor customer service
  • Not highlighting related products or otherwise upselling
  • Hiding the cost of delivery

If you are designing or running an ecommerce site then you really should check this post out. You will be surprised just how many of these mistakes you make.

The benefits of inline form validation

I have said it before and I will say it again: “forms are the most important feature on most websites.” Most often a sites call to action requires the completion of a form. Get the form wrong and you frustrate users potentially driving them away.

Nobody likes filling in forms. Whether it is a contact form, site registration or just a simple login form. It is therefore vital that we make the process as painless as possible.

There is a post on a List Apart which I have only just gotten around to reading. “Inline Validation in Web Forms” does not sound like the most exciting read but it does provide some invaluable best practice for dealing with forms. However, it doesn’t just provide somebodies opinion on best practice, instead it backs those views up with valuable testing.

The post takes a typical signup form and trials different forms of inline validation with real users. They didn’t just monitor success/failure rates. They also looked at errors made, satisfaction rates and completion time. They even did some eye tracking.

Although the results are not surprising, it is nice to have some numbers to put against what we have known to be true. For example, it was obvious that inline validation makes an enormous difference to both actual success and perceived success. Just validating a form on the client side increased success rates by 22% and satisfaction by 31%. Those numbers went even higher when the user is given feedback as they completed each field.

A valuable post, worth reading.

Innocent smoothies: A case study into corporate communication

When you speak at as many conferences as I do, you often find yourself referring to the same examples of good or bad practice. Whether it is comparing Google and Yahoo or fawning over Apple’s great UX design, the same names keep coming up.

One of the names I often reference is Innocent Smoothies. I love them. They just ‘get the web’. Actually, that is a lie. They get people. They know how to communicate and they know themselves. They have a distinctive voice that makes people warm to them and that is carried through to their website.

This week Anna Debenham has written an excellent case study on Innocent Smoothies looking in detail at what makes them successful online. In particular she looks at their blog and mailing list.

As Anna says at the start of her post:

A lot of the clients I work with who have just set up a web presence for their company think it’s a good idea to start a mailing list and a blog. Everyone else is doing it, so why shouldn’t they? The problem is, so few companies get it right and very few people will bother to read them.

So what makes Innocent different? Anna gives 6 reasons:

  • They show you the real people behind the business
  • They make their copy fun
  • They don’t just talk about their products
  • They are generous
  • They provide useful information
  • They make good use of imagery

Anna’s post is packed full of examples, so be sure to check it out. There is a lot most corporate bloggers could learn from Innocent.

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Feature: How to persuade your users, boss or client

Whether you are trying to get signoff for a site’s design or persuade a user to complete a call to action. We all need to know how to be convincing. This week, we look at how to present our message

Read Jedi Mind Tricks: How To Persuade Your Users, Boss, Or Clients

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Listeners feedback:

Email masking

One of the more popular suggestions for topics was how to mask your email address so it doesn’t get harvested by spammers.

This is something that everybody worries about from designers to website owners. However, unfortunately there is no good solution. In my opinion you need to just put your email out there and deal with the spam.

Sure there are a number of possible solutions but none of them are acceptable. They either require the user to be running Javascript (which creates accessibility problems) or they place extra burden on the user. Giving users the ability to contact you is a fundamental part of almost all websites and, so you do not want to make it hard.

There are however two ways of minimising the impact.

First, you could choose not to publish your email address, but instead offer a contact form. Although spammers can spam these too, it is harder and there are ways of minimising spam without putting an added burden on users. However if you do use a contact form, send a copy to the user so they have a record.

Second, you can fall back on good spam filters. Use a site specific email address and make sure it is guarded by a good quality filter. I personally find Google Mails spam filter particularly good, so you might want to consider routing enquiries via that.

However, at the end of the day if a spammer is determined to spam you there is very little you can do to stop them. Unfortunately, this the price of being online.

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Jedi mind tricks: How to persuade your users, boss, or clients

Whether you are trying to get signoff for a site’s design or persuade a user to complete a call to action. We all need to know how to be convincing.

Like many in the web design industry I have a strange job. I am part sales man, part consultant and part user experience designer. One day I could be pitching a new idea to a board of directors, the next I might be designing an ecommerce purchase process.

There is however a common theme – I spend most of my time trying to persuade people.

As web designers we often have to nudge people in the direction we want them to go. It is a vital skills that we all have to learn.

I am not talking about manipulation. I don’t believe in using underhand techniques and I certainly do not believe in lying. However, there are ways of presenting yourself and your argument in such a way that people are more receptive.

The first and probably most important way is to empathise.

Empathise

The worse thing you can do is go into a meeting or begin designing a user interface with a personal agenda.

If your goal is to push the other party into agreeing with you, they will resist. However, if you seek to understand their needs and respond to these, you will find them more cooperative.

Start by listening

To achieve this you must really listen. It is not enough to pay to pay lip service to the idea of listening. You need to hear what they have to say and look for ‘points of pain’ where your ideas might actually help them.

Tailor the way you communicate your agenda

The idea is to tailor the presentation of your ideas so that it can be seen to benefit the other party, rather than forcing them to reluctantly agree. This involves some creative thinking but is possible if you really understand their needs.

Show the other party what benefits you can offer them

Remember it is not enough to explain how your ideas will help you or even others. You have to demonstrate how it helps the person you are speaking to.

For example do not say to your client:

Users are going to love this new feature.

Instead say:

This new feature will keep users coming back and that will dramatically improve the number of leads you receive.

Once you understand the other party and are thinking about their needs, the next step to form a relationship with them.

Be personable

If you have a good relationship with your users, boss or client they are more likely to follow your suggestions.

Obviously the kind of relationship you build is dependant on who the other party is. Your relationship with website users is different from your relationship with the boss. However, there are certain approaches you should always consider:

Get them nodding

It’s a silly little thing but when I go to pitches I try and get people nodding. If they start nodding it is a good sign. However, more than that it put them in a positive mood.

I normally achieve this by repeating back to them (in different language) a point they themselves have already made. This is obviously something they can agree with, but also demonstrates that I was listening and that we are on the same wavelength.

The same approach can be used online. For example if I am writing a post aimed at web designers, I know that berating IE6 will start them nodding in agreement. I have succeeded in making a connection.

Be enthusiastic

Enthusiasm is such an important tool. Clients want to know you care about their project. Bosses want to know that you are motivated to work and users want to know you care about the service you provide.

However, so many people lack enthusiasm when communicating their message. They either come across as defeated before they start or as overly aggressive.

A better approach is to go in with overwhelming enthusiasm. People get caught up in enthusiasm. It is infectious. However, most importantly it is hard to say no to somebody who is exuding enthusiasm and excitement from ever pore. It would be like kicking a puppy :-)

Mirror them

You have all heard how mirroring somebodies body language helps establish a positive connection. Whatever you do, do not do it! If it is done as a conscious action it just comes across as creepy! It will happen naturally, so do not worry about it.

That said it is a useful indication of whether a face to face meeting is going well. If the other party is mirroring your body language, then the chances are they like you.

What is more interesting is that you can mirror people’s language.

Try and use the same terminology as the other party. If your boss or client talks about return on investment or success criteria, ensure you do too. Equally if your user is not familiar with certain language, make sure you avoid it.

The way we speak associates us with a certain ‘tribe’. If we share the same language we are more likely to build a rapport.

Make them smile

A final trick I use for building relationship is to inject some humour into proceedings. If you can make the other party smile, you are a long way to breaking down any barriers that may exist.

Of course, this has to be used with some care. Overdo it and you look like the fool. However, even the most miserable looking board of directors are human beings and like to smile.

Although all of these approaches are great for building relationship there is one that trumps them all – openness.

Be open

You maybe reading this thinking “this guy is mad, what if his clients read this stuff. Won’t they feel manipulated?” My answer is no. I am being open and honest about what I do. I would be entirely happy for any one of my clients to read this because there is nothing manipulative or hidden here. People hate being deceived and so if anything the honesty in this article will build my relationships, not undermine it.

I believe there are two key components in building open relationships that lead to a receptive audience.

Disarming honesty

Many times the best approach is to diffuse potential conflict with disarming honesty. For example I regularly acknowledge in sales situations that I am there to sell and that they should take anything I say with a pitch of salt.

The client would obviously know this already. However, admittedly it verbally is the kind of honesty people rarely encounter.

When designing a website it is important to be upfront with users too. For example if you are asking for somebodies telephone number on the website, do them the courtesy of admitting that it is because you want to contact them.

A willingness to show weakness

We can sometimes be so desperate to make our point that we become unwilling to admit even the slightest weakness in our argument. However, ultimately we come across as pig headed and inflexible.

People respond well when you admit that you are wrong or if you are unsure of an answer. Be willing to say I do not know or I have messed up if appropriate. People will respect you for it.

One of the best examples of this is Flickr’s blog post “Sometimes We Suck” in which they apologised for performance problems. By taking this approach they demonstrated their integrity and completely defused the anger of those complaining.

Of course, being willing to show weakness takes a lot of confidence and that is a trait desperately needed if you are going to convince others.

Be confident

As humans we are drawn to confident leaders. We follow those who have a clear vision and who walk that path with confidence.

It is therefore important to communicate your message with confidence. Establish yourself as an expert and talk with authority. People will respond to this.

However, confidence is not the same thing as arrogance.

Confidence not arrogance

Being confident also involves having the confidence to admit when you are wrong. A truly confident leader does not claim to have all of the answers all of the time. Conceding points and being willing to allow others to express their views is a key component of confidence. Only those who lack confidence fear an opposing view being expressed.

You do not need to always win

Pick your battles. It is okay to concede some points to achieve your greater aim. It does not undermine your position to give ground. Sometimes you need to play a submissive role to get people on board.

Don’t allow your ego to get in the way. If it makes somebody feel good that they have won an argument then they are more likely to be consolatory when you suggest an alternative.

Some degree of compromise is okay. It is certainly better than being negative and constantly rejecting counter proposals.

Be positive

Whether dealing with your boss, a difficult client or your users, you need to impress them with your attitude and service.

You should always remain helpful and keen to leave a positive impression. Sometimes that involves going the extra mile in customer service. Other times it means finding some positive aspect in your bosses latest mad scheme.

Whatever the situation, the worse thing that can happen is you get a reputation as somebody who is unhelpful and negative.

Conclusions

You will probably have gathered by now that my title is somewhat misleading. There are no Jedi mind tricks here. At the end of the day the secret to persuading others is to show them respect, listen to their opinions and seek ways of presenting your vision in language that they can understand and benefits them.

185. Innovate

On this week’s show: We talk about Google Chrome Frame, how to be an innovator, and measuring the success of your website.

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Housekeeping

Win Pitches, Charm Clients and Get Signoff

Being a great designer or developer is only half the battle. You also need to be able to promote and sell your services. Unfortunately many web designers and freelancers struggle to engage with clients.

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

It takes place on the 23rd of October in London. If you book soon the price is £375 although if you quote the code CWPB_09 you can get an additional 15% off.

Book Your Place Now!

Shopify Design Competition

Shopify (who sponsor the show) are running a design competition to find the best designed Shopify store.

They want your help picking a winner and so are giving away either a 15″ Macbook Pro or one of 20 iPod Nanos to encourage you to participate.

All it will cost you is a quick tweet and an opportunity to look through some stunning ecommerce websites. It is an excellent source of inspiration if you are considering adding a store to your website.

To vote go to win.shopify.com.

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News

Google Chrome Frame

Google have just released Google Chrome Frame for IE in an attempt to improve Internet Explorer. But will it have a real world impact?

Read my thoughts on whether it will make a difference.

A List Apart on Search

The latest issue of A List Apart is a bumper edition with three well considered posts on various aspects of search.

What makes these articles particularly interesting is that they are not about search engine placement. In fact they are not about external search engines at all. All three posts are about making better use of your internal search engine.

My personal favourite is “Internal Search Analysis.” This post focuses on the wealth of information that can be gathered by monitoring your internal search engine. By looking at what people search on, when they search and what they do once they have searched, you can learn a huge amount about your users and the effectiveness of your site.

However, the benefits do not stop there as “Beyond Goals: Site Search Analytics from the Bottom Up” demonstrates. The emphasis of this post is on how analysing internal search can dramatically alter your approach to content.

The final post is “Testing Search for Relevancy and Precision.” This focuses on the fact that site search is often not developed with the consideration and care it deserves. It provides methods for establishing the most important site queries and then checking that those queries lead to relevant content.

Together these three posts provide an excellent introduction to site search and should be required reading for anybody running a website.

How social marketing is changing business

There is a lot of BS written about the subject of Social Media. To be honest I am not a great fan of the term. However, it is changing the way we interact online and in particular it is changing the way organisations are interacting with their users and customers.

Mashable posted an article this week entitled “4 Ways Social Media is Changing Business” that really drives home this point. What is more, if this post is to be believe social media is changing business for the better.

The author identifies 4 positive changes that social media has had on business. These are:

  • A move from trying to sell to making connections
  • A shift away from large campaigns to small acts
  • An emphasis on being ourselves rather than controlling our image
  • An effort to be constantly available to users

The one that interested me the most was the “small acts”. Facebook, Twitter and other social media websites allow us all to reach massive audiences, and so the need for million dollar campaigns are increasingly a thing of the past.

At the same time users have the ability to make their experiences of interacting with you heard by a large audience quickly and easily.

This means it is the small acts of excellent customer service that matter. Get those right and you create a passionate enthusiastic following who will do your marketing for you.

Anyway, it is an inspiring read and if you are struggling to “get” social media, you might want to take a look.

Prototyping and the design process

With websites becoming increasingly complex and expensive to build, the need to prototype is paramount.

Unfortunately there are so many ways to prototype a design, from simple hand drawn sketches to entire working prototype. It is often hard to know which is the best approach.

Integrating Prototyping Into Your Design Process” is a post on Boxes and Arrows that seeks to bring clarity to the different way of prototyping a site.

The post talks in terms of fidelity. Visual Fidelity, which refers to how close the prototype looks to the final design. And functional fidelity, which is how closely the prototype reflects the way the site will work.

The post goes on to identify different types of prototyping and where they fall within this spectrum. For example design comps have a high visual fidelity but a low functional fidelity, while an interactive wireframe will have a lower visual fidelity but will be functionally better.

However, the majority of the post is taken up comparing and contrasting the benefits of different prototyping approaches and asking when these are best used.

It is a useful post because it helps you pick the right tool for the job. Even the smallest web project can have some form of prototyping and so it is applicable to everyone.

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Feature: How to become an innovator

Whether you are a website owner, web designer or web developer you need to innovate. But how do you make it happen?

Read ‘How To Become An Innovator’

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Listeners feedback:

Measuring success

This week I twittered the following little fact I found through macworld:

43 per cent of UK companies admit that they have no quantifiable method of measuring whether their website is effective.

Shortly thereafter Stelian responded with the following tweet:

How can you measure if your company’s website is effective for the business? if you don’t own an online shop.

It is a good question. Its easy to establish measurable goals when you building an ecommerce site. However it is much harder if it is an informational or service based site. Nevertheless it is not impossible.

Every website should have an objective that the owner wishes to achieve. It might be to communicate an idea, rally support or generate leads. Whatever the case these objectives need to be converted into calls to action. What is it you want users to do?

These calls to action will vary depending on the type of site. However, typically they include things like:

  • Picking up the phone
  • Completing a contact us form
  • Signing a petition
  • Subscribing to a newsletter
  • Watching a product demo

The list could go on. What is interesting is that almost all calls to action are measurable. If a user completes a contact form, that is trackable. If a user watches a product demo, that is trackable.

The hardest calls to actions to track are those that leave the website. Typically these are phone enquiries or going to a physical location. However, even these are trackable with some careful planning. Discount codes or free gifts are a great way of getting users to identify they came from the website. For example:

Print this voucher and take it to one of our stores for a free t-shirt.

The phone is even easier. In this case you can have a unique number that is only found on the website. If the user calls that number, you can be sure they came from the website.

The point is every website should have measurements by which its success can be judged. Without these success criteria it will be largely directionless and will certainly struggle to justify further investment.

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158. Home

On this week’s show: We share the highlights of SXSW, discuss home working, and interview Rob Borley about project management.

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Housekeeping

Headscape still recruiting!

Headscape is still recruiting. We are looking for an enthusiastic, talented developer to join our team, working from of our offices in Hampshire. For more information see the job advertisement on Boagworld.

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News and events

The best of SXSW

Well, SXSW is over and I am back in the UK. But what happened at the conference? What was the big news this year?

That is actually a hard question to answer. There is so much at SXSW that it is almost impossible to get a sense of everything that is going on. Even if you could attend every panel that isn’t always where the real action takes place.

The real conference often happens at the parties and in the corridors. In fact, more than one spontaneous panel was started via Twitter, thanks to official panels being full.

Panels this year ranged from the downright dull to all out flame wars! One that I unfortunately missed was "Is Spec Work Evil!". However, Marcus attended and tells me it was particularly fiery. Personally, I am very much against speculative work as I have said before. However, not everybody would agree and the panel seemed to reflect this diverse opinion.

One panel I did make was Paul Annett’s amazingly inspirational talk on Easter Eggs and design twists. The talk focused on the little things you can add to your site to make users go ‘oooo that’s clever’.

Too often I neglect such ‘bells and whistles’ in favour of usability and accessibility. Paul demonstrated how these different priorities can sit side by side without compromising each other. He showed some great examples including the hidden arrow in the FedEx logo and the vines on the Silverback website.

fedex logo

The final panel I want to mention is ‘Being a UX Team of One‘ by Leah Burley of Adaptive Path. To be honest the title of this one was a little misleading (at least from my perspective).

What I took away from this session was that design should not be a solitary activity, solely reliant on the creative inspiration of one individual. Leah seemed to be arguing for a more collaborative approach especially at the wireframe stage. She proposed that all of those involved in the project should sit down together and hammer out the wireframe designs.

This addressed two separate problems we have been having at Headscape

  • The developers concerns at not being involved early enough in the process.
  • The question of who should do wireframing – the designer or the IA person.

Best of all Leah’s presentation was very pragmatic. She provided lots of practical approaches that encourage idea generation and collaboration. I highly recommend listening to the podcast of this when it is released.

Browser testing and IE6

In other news, there seems to have been a lot written about browsers this past week. Three stories in particular caught my eye…

  • .net Magazine seems to have hopped on the ‘dump IE6′ bandwagon – My opinion is the same as that of Jeremy Keith as expressed in last weeks show. It is not a matter of dropping IE6. We should instead being deciding whether we wish to offer it the same level of support as modern browsers. I am entirely in favour of providing IE6 with a basic stylesheet that avoids its shortcomings. However, I dislike the idea of dropping it entirely.
  • Microsoft has released SuperPreview this week that allows Windows users to test different versions of IE simultaneously. I have to say this looks like an impressive tool. It allows you to view IE6 and IE7 side by side. It also has many other tools that may also be useful. Support for IE8 and other browsers will follow and although it is currently in beta, I think it will quickly become an indispensable tool for Windows based web designers. Just a shame there is no mac support!
  • Finally, Sitepoint have written a brief outline of how to create the perfect browser testing suite. Ideally for those starting out it lists various online browser simulators, virtual machines and desktop browser emulators.

Browser testing continues to be a pain in the neck and I for one would be willing to pay for a decent way of streamlining this whole process. This is especially true now that IE8 has been officially released and we have another browser to add into the mix.

Screenshot of Superpreview

A simplicity case study

A few weeks ago I wrote about the importance of simplifying your website. Well, this week Gerry McGovern has written the perfect case study to support the argument I was putting forward.

Removing poor quality content increases customer satisfaction‘ talks about how the Microsoft website consists of a staggering 10 millions pages. Of those pages 3 million have never been viewed!

The post goes on to explain how the Microsoft Office team took a different approach with their site by removing irrelevant pages. According to McGovern…

By weeding the garden, the top task pages became easier to find. But just as importantly it became harder to find a minor task page when you were looking for a top task page.

In short, removing pages reduced noise. Disturbing though it sounds, I think we could all learn something from Microsoft’s example.

An introduction to Microformats

My final post today comes from Richard Rutter’s blog. It is basically an introduction to Microformats aimed at the non-geek. He wrote the post because he recently found himself trying to explain microformats to a client and could not think of a good post that covered the subject from their perspective.

Personally, I am not sure it is necessary to tell a client you are implementing Microformats. The cost of adding them is so small and the benefits so hard to explain, that you maybe better off just doing it.

That said, this is an excellent post and if you are struggling to understand the point of Microformats, this is certainly worth reading.

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Interview: Rob Borley on Project Management

Paul: So, joining me today is Mr. Rob Borley. Hello Rob.

Rob: Hi Paul, how are you doing?

Paul: Very well indeed. Good to have you on the show. It’s been a little while.

Rob: It has, It has. It’s weird hearing the show above you, um rather than being below.

Paul: Oh yes, because you sit upstairs, don’t you?

Rob: Indeed.

Paul: Do you actually hear it?

Rob: I do. It’s like have a little base bin ?

Paul: Awh. So, um, we have kind of been thinking for a little while that we need to get someone on the show to talk about project management. And the idea was we’d get some high profile web design project manager to come in and talk about web design project management. Then I realised, um, that I can’t actually think of any. You know, I really don’t know of any kind of web design project managers out there, other than obviously the people that work at Headscape.

Rob: Well, maybe there’s a gap in the market.

Paul: I think there is a gap in the market.

Rob: (unintelligible) celebrity project manager.

Paul: Well I think that’s somewhat of an oxymoron, but setting that aside, lets shift around a bit, yeah, so, um, so we thought, lets get you on the show. Um, now, you’re quite and interesting case because you started of as a techie.

Rob: Yes.

Paul: And you became a project manager.

Rob: Yes.

Paul: And, so, um, let’s start by talking about the role of project manager. How would you describe your core role? What is it that you do? I should know this I guess.

Rob: Well, you mean other than manage projects.

Paul: Ok, you just have to make a joke out of it. But you know what I’m getting at.

Rob: Yeah yeah. I mean, I guess, um, the main thing that we do is shovel shit, really. We deal with crap. You know, the main thing project manager would do is a filter between clients and the production team for the project. I mean, there are a couple of stages I guess. So you’ve got the planning part of the job, which is essentially working out what it is you need to do, um, making sure you got the results to do it, plotting a nice time line so they can all fit as far as having deadline. And then you’ve got the people said, because really project management is a people job. You need to know how to get the most out of all the people that are in your project team, um including the client. You need to include the client in your thinking, always. Yah, that’s essentially what we do.

Paul: Yah. It’s a people person thing. I always thought you were so charasmatic. Ok, so, I mean, I guess the question is, if you look at the kind of, if you look at Headscape, and the way that we’re organised, we’ve got four developers, four designers, and three project managers. I mean, that’s a lot of project managers. And, you know the question is, why, why have project mangers at all? Why couldn’t the designers and the developers do the job? Why couldn’t it be spread across multiple people? Justify you exsistance, Rob.

Rob: Yeah, this question kind of makes me nervous here. I feel like I’m re-interviewing for my own job. Not that I interviewed in the first place, but, I guess in one sense, if you were in a small project environment, you could almost get away with one person. If, you know, its a one person job, you could get away with them managing themselves for a limited amount of time. Um, but, as soon as you get beyond jobs which are more than one person, um, and go on for an extended period of time, you start needing to provide some glue to stick things together. You need someone whose got an overview of everything that’s going on. You know, the developers have got a very developer mindset about the way things happen. Designers are the same way, they know about the design stuff. Um, but actually translating what the client wants and feeding that into both areas and bring them together is what’s missing, if you don’t have a project manager.

Paul: So, to some degree, project management becomes necessary with scale. The bigger the projects, and the more complex the projects, then the more a need for a dedicated project manager.

Rob: Yeah, definitely. I mean, I guess the real role of a project manager in these situations is the facilitator. You’ve got all of these tools which are basically your resources, your developers, your designers, um, and you need to be able to enable them to work effectively together to produce what the end product is going to be.

Paul: So here’s a question that I didn’t pre-give you, in advance, which is always the best type. Why, why, why become a project manager? What made you – because you were heading up our technical development team, you were, you know, you were doing very well. Why did you feel the need to get involved in what you call shit shoveling?

Rob: Well, I think my main motivation was, Headscape was growing, and we started employing all of these younger, more dynamic, much more talented, better looking developers, that were basically going to show me up. So I figured that before I got shown in true light that I was going to need to move somewhere else. Um, no, well that’s partly true. Really, I think, its the people’s aspect that I’m really interested in. A good project manager is someone who is able to understand how his resources or how her resources work and how your clients work, and joining the two together. Um, while I quite like writing code really, I’m not passionate about it. So that side of it, you know, I reached as far as I wanted to go, and I really enjoy the people thing.

Paul: Ok. So what other, I mean, what other kind of characteristics do you think make a good project manager, obviously the people skills you talked about, what other, I mean if there are other people out there going well actually I’m not that passionate about coding, or I’m not that passionate about design, but I am passionate about the web, I do like the web design process, perhaps project management is the way I ought to be going. You know, what skills, what characteristics do they need, what personality traits do they need?

Rob: I think well, you need to be able to plan. Um, you know, planning is very very important. If you plan well, then your project will usually go well.

Paul: I like the cornification in that.

Rob: You have to be able to predict the future is helpful.

Paul: Yes.

Rob: A major part of what we de in the planning stages is assessing risk. You know, so, we’ve got what we’re starting with, we’ve got what we want to achieve, and we’ve got a time scale, now we need to work out what things might appear that are unforeseen, which are going to affect us reaching the time scale. So being able to foresee the future is helpful. Um, and so planning, being quite analytical and thorough. The logical background I have from being a programmer, a developer, is really helpful because you have to approach project management in a very analytical way, to make sure you don’t miss things. So there’s that side of it. And then there’s communication skills. You not only need to be able to communicate with a client affectively so they show that you understand what they want, um, and they understand where you are with the project, and they’re happy because a happy client makes everyone happy. But you also then need to communicate that with the various personalities in your team. You know, whether thats the developers locked up in a dark room with no social skills, or the crazy charismatic designers who…

Paul: You’ve just gone with stereotypes that so don’t apply. If I look at our team, no offense to our designers, they’re the ones that sit in the darkened room with their nose right pressed against the screen. And the developers are the ones that are crazy and never do any work.

Rob: (unintelligible) something about reading personalities. No, but you see my point. You’ve got these almost extremes, especially in the web, I guess, in the web world, you’ve got these extremes of personailities which somehow you need to be able to communicate with and put it all together and so, yeah, that’s an important skill. I think the third area, is to be quite relaxed about life. Because things will go wrong and do go wrong, it doesn’t matter how well you plan and how good you are at predicting the future. Stuff will appear that is completely unforeseen and will completely throw (unintelligible). And everyone gets really upset and people will shout at you and it goes a bit nuts. Um, and if you go nuts as well, you project team falls apart, because they look at you as the calm rudder in the storms of life. I can feel my other project manager buddies laughing at me, um, but if you’re calm and you can not get stressed at that but actually see, try and find a clear path through a very stressful situation, then really helps.

Paul: I would so be the worst project manager in the world. I’ve got the attention span of a newt, I’ve got no organisational abilities and I get stressed at everything. So overall, I think I’d fail.

Rob: Yeah, stick to web celeb.

Paul: Yes, I’ll come up with some other title that sounds good. Um, ok, so you talked about this really is, I can honestly say, a foreign area to me. Right? You talk about planning a project upfront. I’m not a planning person. Right? And there seems to be so many variables involved in a project and so much as you say, that can potentially go wrong. How do you plan it? I mean, you know, the kind of thing that you always talk about, when you talk about project management is endless gantt charts that seem to be outdated in about 5 minutes, sort of kicking a project off. How to you effectively plan a project?

Rob: Um, well, we do use a gantt. We always start a project with a gantt. And, um because it seems like thats what project managers are supposed to do, so we justify the time with a gantt. Um, but you do need, um, I think assessing risk is something that is vital in successful project management. Its something that we’ve been doing at Headscape, um, increasingly more over the last year or so otherwise this need to actually spend time highlighting what could actually go wrong here. So, you look at, I’m not going to be able to think of any examples now, but a particular, let’s say you building a shop or something. So potential things which could delay that project would be: the client not getting around to telling you what the products are on the shelf and content population is a big risk on meeting a project deadline, because it is out of your control. So, its like, I need the content by this date, and he needs to put the content in by X date. If the client doesn’t do it, there’s nothing you can do about it.

Paul: I’m guessing integration must always be a big risk. Integrating with third party applications.

Rob: Exactly, so if you’ve got some sort of third party database or a web service you’ve got to pull in, something that you’ve done a bit before, but you don’t know anything about, that’s a risk. Because you can guesstimate what’s going to happen, but its unforeseen. And so, the trick is basically, to find all the tasks that have these risks and then multiply (unintelligible) an hour by some random number. And then make the rest up as you go along.

Paul: So what about once the project gets going, how, what techniques and tools maybe do you use for monitoring and controlling the process and trying to keep on top of everything.

Rob: Yeah, I mean, there are lots of tools out there, obviously, lots of funky web-based ones, um, there is no substitute for talking to you team. Um, trying to (unintelligible) email or basecamp or something is impossibly without talking to you team. So, communicate. It’s a big part of what we do. You have to talk to the people doing the work, you have to talk to the clients, um you have to keep the lines of communication open. Um, but as far as actually keeping track of what’s going on, we do use basecamp, um which is great for managing lists, basically, you manage lists. So from our gantt shell, we’ll break it up into a series of tasks if you like, wide areas, um, and then, (unintelligible) ask people to add comments to them and take them off and then we’ve got kind of an overview of where our project is. Um, and hopefully from there, and when we’ve got the gant shell, we’ve got some dates, some milestones and reminders like you should have done this by then, um and so, you use that to kind of keep track of where you are.

Paul: Cool. What about, so that’s kind of dealing with the internal side of things. What about when it comes to the client, I mean, you talked about, you said earlier, a happy client makes everybody happy kind of thing. So what makes a client happy? What are the things that really, or perhaps turn it around the other way, what are the things that really piss of a client and where can it really go wrong?

Rob: This is really where the people side of it really comes in because every client is different. Some clients want you to talk to them for five hours a day, hold their hand, you know, spoon feed them, and some clients just want to know when it’s finished. So initially, when you’re kind of trying to assess your project team, if you like, your resources and what you’ve got, assessing the personality of your client early on, will really put you in a good place. Um, but, I guess, general principles, if you’re honest, it helps. Um, so, be realistic about what you’re telling your client is going to happen. Don’t promise the Earth by yesterday. Because then you won’t deliver and then they’ll get upset. If there’s going to be a problem, if things have slipped for some unknown reason, then tell them as soon as you know. Tell them as quickly as you possibly can. Um, manage their expectations is kind of the phrase that we use a lot. You gotta manage you clients expectations so that they’re not expecting something that you can’t deliver. And um, and then that limits the amount of upsetness that they get.

Paul: Slippage is a big one, isn’t it? This kinda whole area of things like, you know problems you kinda face, things, like slippage, scope creep, non-delivery, I mean, how do you have any kind of broad techniques for dealing with these kinds of things, or is it just kinda communications thing again.

Rob: It’s mainly I think a communication thing again. Um, part of the planning stage is trying to asses these risks and so you try and build in contingency to cope with those, and if you’re building enough contingency, you deliver the project early and that makes everyone really happy, even if its a long project, you deliver it early, you’ve exceeded their expectation also. Um, so I think, if somethings going to slip, I think you should say you’ve got to be honest. Sometimes things are just out of your control, so you’re two weeks before the end of a project, you in the middle of snagging, your lead developer goes down with appendicitis. There’s nothing you can do about that, and so you just need to communicate with the client and hope they take it well.

Paul: So wishing everything works out, I’m loving that approach. Ok, so, um, let’s finish of with a piece of generic advice. Either people starting out in project management or those that have had project management foisted upon them. You know, whats the kind of one piece of advice that you would leave for people?

Rob: Get to know your team. I think that’s the main thing I would say. Um, its kind of like, when you drive you car, you’re environment is a very organic, dynamic thing, you know what it really what’s going to happen and the only thing you’ve got to get you through it is that you understand you car. You know almost instinctively how it works, how to drive it it, if you get to that situation with your team, then whatever the project throws at you, you kind of, you can deal with it. If you understand how you client is going to react to a certain situtation, you can intincfully deal with it. And it keeps the stress levels low. You need to find ways of managing your stress levels.

Paul: There you go, that’s great advice. Thank you vert much for that, it was wonderful. I really appreciate you coming on the show.

Rob: My pleasure.

Thanks goes to Meredith Marsh for transcibing this interview.

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Feature: Home Working

I was recently contacted by a friend of mine Marieke Guy about writing a guest post for her blog on remote working.

I have been working at home for over 7 years now and am a great believer in the benefits. However when I actually sat down to write the post, I realised just how long it has taken me to find the right way of working.

As a large number of people who listen to this podcast work from home, I thought I would share my experiences to date and my hopes of where remote working will take me in the future.

The reality of home working

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The reality of home working

An increasing number of people are trading in the cubicle for home working. However, is home working really everything it is cracked up to be? I share what I have discovered after 7 years of home working.

Like many people starting a new business, we begun Headscape working from home. It was a great way to keep costs low and ensure those long hours required when starting a business were more bearable. However the real appeal of home working, was the feeling it provided more flexibility.

The dream becomes a nightmare

To begin with it felt like being set free. I could work in my pyjamas, no longer worry about day time deliveries and get to see my new born son whenever I wanted. Unfortunately, like everything, the honeymoon period eventually wore off.

It did not take long for the presence of my new born child to turn from a blessing to a curse. His constant crying made work difficult and my loud conference calls often brought the wrath of my wife because they disturbed ‘nap time’.

I also found myself craving human interaction. Although my wife and son were around, I found I could go days (or in some cases even longer) without seeing another human sole. In fact there was a period of time when I rarely left the house.

Things weren’t much better when friends and family did come to visit. They seemed unable to grasp that I was at work and I suffered from constant interruptions.

Suffering from a lack of self control

However the biggest problem with my new found freedom was that it required a lot of self control. Many people suffer from a lack motivation when they start home working. They become get distracted by day time TV or making ‘yet another cup of tea’. However, I suffered from the opposite problem.

With work so easily accessible and a new business to worry about I found myself constantly drawn back into the office. For a considerable time all I did in my life was work and sleep. It was damaging to both myself and my relationship with the family. Something had to change.

What didn’t work

I decided that what I missed was the structure of office life. I therefore decided to recreate this structure at home. I started work at 9AM and finished at 5.30PM (at least that was the theory). I even dressed for work and at the end of the business day got changed into my casual clothes.

I set rigid boundaries for friends and family too. While I was at work I was off limits and simply would not interact with others. However, I did try and overcome my feels of isolation by experimenting with a plethora of communication tools. My aim was to enable better communication with other members of Headscape.

However ultimately all of these techniques failed. They failed to acknowledge the very nature of home working and left me with the worst aspects of both home and office.

I became increasingly irritable with family, annoyed by the constant interruptions created by the comms tools I had put in place, and trapped by the rigid routine of the 9 to 5.

The secret to home working

At this point you probably suspect I return to office life. However, that is not the case. In fact where most of Headscape now work in an office, I am one of the few hold outs who refuse to give up home working. I love it. It just took me a while to work out how to make it work.

The secret to home working is finding a balance. You need to put boundaries in place that ensure you strike the right work/home balance. However you must also ensure those ‘rules’ are not so restrictive they suck the pleasure out of home working.

Take for example working hours. I required boundaries. On one hand I needed to limit the hours I worked. However, I also had to overcome the guilt I felt when I believed I wasn’t working hard enough.

The answer wasn’t working 9AM to 5PM. This simply imposed an office model on a home environment. Rather I started tracking my time. Each day I work an 8 hour day. However rarely is that in normal business hours.

I tend to start around 9ish, but as anybody who follows me on Twitter knows I often take a nap in the afternoon. This suits my body clock and takes full advantage of my home working environment.

I also feel free to stop when friends or family come around. I often go for coffee or even see a movie with my wife. I then make up the time in evenings or weekends. Because I track the time, I do not need to feel guilty about these distractions.

I know what you are thinking- what if one of my colleagues needs something from me when I am out? Well, I always ensure I am instantly contactable. I have my iphone and will always answer it even if that means walking out of the movie. Also, I normally carry my laptop and 3G modem so I can act on things immediately if they are urgent.

Of course, I am not naive. If you work in customer support or as part of a closely knit team then this would not be possible. However if you do, then home working is probably not ideal anyway.

I think that is the problem with a lot of home working articles. They fail to take into account the huge variety of factors that can affect how you work from home. It is impossible to tell anybody how they should work from home because…

  • We all have different characters
  • We all have different job requirements
  • We all work in different home working environments

That said, I do think there is at least some advice I can give in regards to working environment.

Your working environment

When I first started home working we converted our dining room into an office. I did at least get one thing right. I realised the importance of having a dedicated working environment. You cannot work from your kitchen table when the room is also being used by the family. It just doesn’t work.

However, what I got wrong was the room I picked. Our dinning room was right in the middle of our house, between the kitchen and living room. Only a partition wall divided it from the living room and so I could hear everything happening in the house and vice versa.

Now my office is a converted garage adjoining the house. Its only link is through a heavy fire door and utility room. It is essentially a separate area exclusively for my work.

My home office

Pick your working environment carefully. Ensure you have a room away from the rest of the house. It will make a world of difference. Also, spend time and money to ensure it is as nice a place to work as possible. Lots of daylight is the key for me. That and nice furniture. If you don’t make your home office a nice place to work, it will become a prison you learn to hate.

Of course, no matter how nice your home office it will eventually drive you crazy. When you work and live in one place, you eventually feel the need to get out. That is where I am grateful we have a company office too. I have found myself really enjoying the change of environment and the opportunity to speak to real live human beings!

If you don’t have an office, then try working from a coffee shop or even break free from the office model entirely.

Beyond the office

While most companies are considering allowing their employees to home work I am beginning to experiment with leaving the idea of an office behind entirely.

The realisation that there is no need for me to be constrained by any kind of office first struck me when reading ‘The 4 Hour Work Week‘. Although there is a lot in that book I disagree with, I do think it gets one thing right – most of the work we do does not need to be constrained to a particular location.

Take for example this post. I am currently flying at 30,000 feet over the Atlantic on my way to SXSW. I can still blog. In fact Dave and Craig (two of our developers at Headscape) are sitting in front of me installing .net on a mac and Marcus is sitting beside me building a wireframe. As long as we have a computer, we can work anywhere.

This is even easier when I am on the ground! For £15 per month I have a 3G modem that allows me web access too. Combined with my iphone and laptop, I have a complete mobile office. I could work from anywhere.

Of course this approach is not without its challenges. My modem may give me web access in the UK, but using it abroad is expensive. That said, there are a growing number of wifi spots internationally so it is a problem that is diminishing.

As with home working the more significant barrier is a mental one. In the same way I had problems working out how best to work from home, I am also having problems knowing the best approach while travelling.

Over the summer I did an experiment in ‘road’ working when I went on holiday to the Highlands of Scotland with the family. I took a week’s holiday and decided to work for a week too, as an experiment. I have to say it didn’t go well. The temptations of the great outdoors and family fun was just too great. I did my weeks work but only just and it was not a pleasurable experience.

View from my window in Oban at Sunset

That said, I know of others who have got it working for them. I just need to find the right way for me. Perhaps I should get up early but stop after lunch. Perhaps I should take a long siesta in the middle of the day and work later into the evening. The possibilities are endless and one of them will strike the right balance between working and living the life I want to live.

What I am convinced of is that mobile computing has opened up limitless opportunities to work where we want and how we want. All that is holding us back is the status quo and outdated ideologies.

If you recognise that the mobile web is important and you need help deciding on a strategy, then book a mobile consultancy clinic.

Book a consultancy clinic or contact Rob about a more in-depth review.

10 tips for efficient design

Being a good designer is not always enough to survive hard economic times. You need to be efficient too.

I don’t want this to be another ‘recession’ post. Sure, being more efficient in the way we work as web designers, makes us more competitive and keeps us employed. However, that is not the only reason we should endeavour to ‘work smarter’.

Working as efficiently as possible brings other benefits too…

  • More time – The faster you can turn around work, the more time you have for personal projects, family and friends. I don’t know about you but this is a major motivator for me.
  • Better promotion prospects – It takes more than good design skills to be promoted. You need to demonstrate that you are proactive and efficient in the way you work. Management will value you more if you generate a higher return.
  • Increased profit – If you are a freelancer it is all about maximising profit. The smarter you work, the more money you earn. It’s that simple.

So how can you be more efficient and begin to work smarter? Here are 10 tips that will get you started.

1. Use snippets

Coda Clips Palette

Let’s start with the obvious technical stuff. First make sure you have a library of code snippets that can be easily reused. These could include Eric Meyers CSS Reset or your own code for dealing with common HTML content such as news listings or pagination.

These libraries of snippets provide two benefits. First, they save a lot of typing. However more importantly, they ensure consistency across projects. Because you are using the same code for each project, all of the IDs, classes and structure remain consistent. This will save a lot of time when trying to remember why you built something in a certain way or how it works.

2. Use a Javascript library

In a similar vein to snippets I would highly recommend you adopt a Javascript library. Personally, I am a huge fan of jQuery because it is designed for those familiar with CSS. It is also amazingly easy to learn and very lightweight.

Using a library like jQuery has proved a massive time saver for me. It has allowed me to avoid endlessly battling with browser inconsistencies (at least in Javascript!) and avoid reinventing the wheel.

jQuery Homepage

jQuery (like most Javascript libraries) also supports a large number of plug-ins produced by third parties. These too can be a massive time saver. However, a word of warning – be careful using a plug-in you do not fully understand. The quality of plug-ins varies massively and if you discover a problem with one, you can waste many hours trying to fix it, if you do not understand how it works.

3. Configure your tools properly

Often in our haste to ‘get on with a project’ we fail to take the time to prepare properly. One example is in how our software is configured. We settle for working with tools ‘out of the box’ when some minor modifications could improve our efficiency.

Photoshop is a good example of this. It has all kinds of configuration options from keyboard shortcuts to palette layout. Take a few moments to set these up for your workflow, and you could save hours of unnecessary clicking over the long run.

Photoshop Palettes

Look at whatever tools you use to build websites and consider how their interface can be tweaked to your needs.

4. Have one system for tasks

For fear of reinforcing a stereotype, designers tend not to be the most organised people. Not only do we need to organise the structure of our software tools, we also need to do the same for our projects.

Fortunately, not all of us have to manage entire projects. However, we do all have tasks that need completing. How we organise those tasks can dramatically affect our efficiency.

A common mistake with task management is to have tasks spread across multiple places. Some tasks exist as emails, some in a todo list, still more in a notebook or on your mobile phone. The result is that things get overlooked.

In order to efficiently manage your tasks they need to be gathered into a single central location. For me that is a task organiser called Omnifocus, which syncs between my desktop and iPhone.

Omnifocus Screenshot

Tasks are still collected using multiple methods. However, once a day I transfer them to Omnifocus. If I attend a meeting and take physical notes that include tasks, I put the notebook into my in-tray until I can add the tasks to Omnifocus. If I receive an email with a task, I drag that email into Omnifocus. Ultimately everything ends up in Omnifocus.

By being this regimented about the way I organise tasks, I ensure nothing ever gets missed. I also avoid wasting time trying to track down the details of a task I have lost.

5. Embrace and manage admin

Inbox Zero - The original 43 folders series

Part of the problem we face is that answering email and organising tasks feels like a waste of time. Its not ‘proper work’. This is especially true when the pressure is on and deadlines are tight. We arrive at work in the morning and launch into our projects without checking our task list. The result is that we prioritise the wrong work and miss deadlines.

I begin each day by doing two things. I answer and file all my emails (I always achieve inbox zero). I then review all of my tasks and identify the ones that I wish to complete that day.

However, I don’t stop there. I have designated admin time. Once I am done my morning review I close my tasks and email until lunchtime. I focus solely on work and avoid admin entirely. This prevents email and other admin from interrupting the flow of my production work. It keeps me focused.

6. Distractions must die

TweetDeck

Of course it is not just email that distract us from work. There is instant messaging, Twitter, Facebook, RSS and… lets face it… the entire internet!

Don’t misunderstand me, some distraction is good. I have a very short attention span and so if I work on a single thing for more than about 30-40 minutes I start to ‘zone out’. However, there is a difference between ‘having a break from work’ and ‘getting distracted’.

Every 40 minutes or so I will take a 5 minute break and fire up Tweetdeck or Google reader. What I try to avoid is keeping these applications permanently open (although with twitter I have to confess I often fail).

By leaving an application open that can distract you with notifications (‘You have a new tweet’, ‘You have mail’, etc.), you risk it interrupting your flow of work. These constant micro-interruptions make it hard to ‘get into the zone’.

7. Keep a tidy environment

Distractions extend beyond your PC as well. Your work environment can also have an impact on efficiently.

If you work from home, endeavour to keep your personal and work life separate. Ensure you can close the door on the rest of the house and that the rest of the family know not to interrupt. Also if possible, try to keep your working area separate from the rest of the house. A garage or loft are ideal. I used to work in a small room directly between our lounge and kitchen. It was impossible to focus on anything with the constant noise from the two rooms.

My Desk

Pay attention to your desk as well. Keep it clean and uncluttered. This reduces distractions but also creates a better mental state conducive to work. Ensure your physical files and disks are easy to find. Knowing you took some notes that are in a notebook somewhere does not make them easy to find. This is especially true when your desk is three feet deep under paper work!

Personally I scan what notes and physical paper I can. What I have to keep in physical form, I file in a single filing cabinet organised alphabetically.

8. Avoid multi tasking

There is a myth that multi tasking makes you more efficient – it doesn’t! As designers we like to ‘flit’ from one thing to another. However, ultimately this is damaging to productivity. We need to learn to focus on a single task and follow it through to completion.

As I have already said, I find it hard to focus for any length of time. In order to help me focus I break my tasks down into smaller ones. That way I rarely have to do one thing for too long. Take this post for example. To write the whole thing from beginning to end would take a couple of hours. That is longer than I could focus for. So, in order to stop me getting distracted and jumping onto another task, I break it down. This post was made up of three tasks…

Task List: Create an outline, write initial draft, add imagery and edit

Once I complete one task, I switch to another project for a while. Once I have completed a task on that project I may switch back to this post.

Although this is a kind of multi-tasking, it is more structured and ensures I spend as long as my attention allows on each project. I do not simply drift between projects.

Depending on your character this might be too extremely. You may find it easy to concentrate for extended periods. However, if you struggle to concentrate, do not use multi-tasks as an excuse to be distracted.

9. Don’t do excessive hours

Another widely held myth of productivity is that the longer you work, the more you get done. After all, on face value this makes sense. However, I sincerely believe this is not true, especially if your job relies on you generating ideas and being creative.

Obviously we have to put the hours in, if we want to pay the bills. However, do not allow your boss or clients to force you into excessive hours. The occasional all-nighter is one thing, regular 12 hour days is another.

It is incredibly easy to get burnt out as a web designer. You are expected to continually be creative, as well as keeping up with one of the fasting moving sectors on the planet. Things are continually changing and evolving and it is a struggle to stay current.

Twitter post of somebody saying they are burnt out by work

Working long hours damages your capability to take on board new information and cripples creative thinking. Ensure you limit your hours and book regular holidays. Do not push yourself too hard or you will fail to deliver.

Finally, accept your natural cycle. When you are ‘in the zone’ work every hour God gives you. However, you must also accept that sometimes you need to just stop and rest. Don’t feel guilty about the days when you hardly do anything.

10. Communicate better

I would like to end this post with possibly the best efficiency tip of all – If you want to avoid wasting time, learn to communicate better.

So much of our time is wasted because of miscommunication and misunderstanding. How many times have you had to redo a design because you misunderstood the client or showed them work too late in the process.

Take the time to really engage with the client and understand their requirements. Make sure that you include them in the design process and show them work often and early.

Example Mood board

Finally, use tools such as gallery sites, mood boards and sketches to ensure everybody has the same understanding and is working towards the same goal.

By effectively communicating with clients, you can potentially save days on each project that would have been wasted on reworks and amendments.

If you recognise that the mobile web is important and you need help deciding on a strategy, then book a mobile consultancy clinic.

Book a consultancy clinic or contact Rob about a more in-depth review.

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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Listeners feedback:

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

Tips for a transformed twitter

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?

Paul Carter from New York writes:

Paul, I notice that you have been lamenting a lot on twitter about it becoming a marketing tool. Is that really wrong? Shouldn’t we be embracing and using it?

I sent my first twitter in November of 2006, only 7 months after the services launch. For me it was a way to keep in touch with new friends I had made at the Refresh 06 conference. It was less intrusive than instant messaging and less formal than email. I quickly became hooked.

For the longest time it was the tool of geeks. My friends laughed at me as I sent tweets from the pub, my family stared blankly as I explained the service. However, that has all changed now.

Like Facebook before it Twitter is everywhere at the moment. It was even recently discussed by Stephen Fry and Jonathan Ross on the BBC in front of 4 million viewers. It has become mainstream and increasingly it is being used as a marketing tool. There is no going back.

However, Paul is right. I am wrong to lament what Twitter once was and should embrace it as a tool I can use. Nevertheless like everybody, I need to be careful how I use it. I do not believe Twitter users will allow the tool to be reduced to a broadcast mechanism for pimping the latest blog post or special offer.

So how am I choosing to use Twitter?

I guess the first thing to say is that I am not a Twitter success story. Sure I have nearly 4000 people following me but that pale into insignificance when compared to others. That said, Twitter is turning into a third string of my online presence, alongside this blog and podcast.

With that in mind let me share with you a few tips that have helped me better utilise this interesting new tool.

1. Above all, keep it personal

Although twitterers like CNN breaking news have been very successful, generally I feel corporate twitter accounts are a mistake.

In my opinion twitter is about person to person communication and not a broadcast tool for faceless corporations. To use it in that way is to miss the potential of twitter.

Does that mean you cannot have a twitter account for your organisation? Not at all. For example if Vitaly Friedman created a twitter account you might not recognise the name. However, if he used the name SmashingMag you are more likely to follow because you know the Smashing Magazine website.

It is not the name that matters so much as the tone of posts. In my opinion your tweets should be more than an endless string of press releases and links. It should include personal content and a dialogue with followers.

This is important because it enables you to make a connection with your users. An open and honest relationship with users is very powerful. It builds trust, loyalty and engagement. It encourages repeat traffic and word of mouth recommendation.

CNN Breaking News Twitter Page

2. Learn from others

I have learnt a lot about Twittering just by reading the tweets of those I admire. Merlin Mann for example injects a lot of humour into his posts and his followers really respond to that. Darren Rowse on the other hand strikes a good place between recommending content others have written with promoting his own posts.

As well as examining the style of others you can also examine statistics. Use a tool like TweetStats.com to examine how often others tweet and how often they reply to their followers. All of this helps to build up a picture of what makes a successful twitterer.

There are also a growing number of great sites which give advice on how to get the most out of twitter. One of my personal favourites is TwiTip that covers subjects such as “The Merit of Twitter Competitions” and “How To Get Unfollowed On Twitter“.

TweetStats

3. Get a good desktop client

Without a shadow of doubt the most powerful twitter client currently available is TweetDeck. This air application not only runs on Windows, Mac and Lynx but also provides a range of superb tools for managing your life on Twitter.

With TweetDeck you can create groups, filter tweets, monitor certain subjects as well as tweet, reply and retweet posts.

In fact it is so powerful that it can be somewhat intimidating at first. Don’t let that put you off. Check out this short tutorial into TweetDeck’s core features and you will be up and running in no time.

TweetDeck

4. Use twitter on the road

If your twitter account is going to be personal as well as professional then you will almost certainly want to use it on the road. One option is to simply use Twitters mobile website. However if you are fortunate enough to have an iPhone then there is a wealth of Twitter clients available to you.

I think I have paid for and tried almost every twitter client on the Iphone, but the winner hands down is Tweetie.

I love Tweetie. It has a clean, easy to use interface, and yet is packed with powerful features including the ability to:

  • Handle multiple twitter accounts.
  • Navigate reply chains.
  • View twitter trends and perform custom searches.
  • Access complete user profiles.

In many ways it is even better than TweetDeck because it has much of TweetDeck’s power, but in a much cleaner interface. If only they did a desktop application!

Tweetie Screenshots

5. Tracking the results

Although I have already mentioned TweetStats, that is just the tip of the statistical iceberg.

There are an ever growing number of tools you can use to track your activity on twitter. However, the ones that really interest me are those that track click throughs. What I really want to know is if I mention a link in twitter, how many people click through.

If the link is one on my own sites I could use Google Analytics using their URL tagging tool. However, this is somewhat fiddly and only applies if I am linking to my own site. What is more these URLs can get long, which is a problem when limited to 140 characters.

Fortunately there is a tool called TwitterBurner which solves these problems. It shortens the URL and tracks all click throughs even to sites you do not run yourself. Best of all it is now supported from directly within TweetDeck (although not Tweetie unfortunately).

Tweetburner Homepage

6. Follow as well as be followed

Always remember that Twitter is a two way conversation. A big part of successful twittering is about replying to those who tweet you.

Twitter is also not just about who follows you. It is also about who you follow. One service that I find particularly useful is Mr Tweet.

Mr Tweet will provides two type of information.

  • First it suggests people you might want to consider following because they fall within your broad network (people who are followed by your friends).
  • Second it suggests those from your list of followers who you should follow back.

For each of these people it provides various stats including:

  • The number of followers they have
  • The chance of them replying to you
  • How often they update

This is a great way of extending your network of contacts and potentially increasing the chance of your tweets being retweeted. Its also a great way of meeting new people!

MrTweet homepage

7. Integrate whenever possible

If you are intending to use Twitter for anything other than personal use it needs to be incorporated into the rest of your web strategy. That means it needs to linkup with your other online activity including your website and other social networks.

There are no shortage of tools that help you do this from the basic twitter widget to a tool for sending your tweets to facebook.

One tool that particularly caught my attention is called TwitterFeed. It posts content from an RSS feed to Twitter which is a useful way of updating your followers about new posts.

However, use any tool that automatically posts to Twitter with caution. It can easily become annoying if used too much. Also it lacks the friendliness of a personal post.

twitterfeed homepage

8. Don’t over think it

Of course the problem with all these tools, statistics and analysis is that it can suck the spontaneity and personality from your tweets.

Although some of those late night drunken tweets are best gone, you want to avoid your tweets becoming too sterile.

Let me explain what I mean. I am naturally a fairly good public speaker. However, once I was sent to a public speaking workshop. They taught me all the techniques you should use to be exceptional. However, instead of it improving my skills it made me so amazingly self conscious that I was paralysed. I was over analysing what I was doing.

The danger is we do the same with Twitter. Sure, Twitter can be used as a marketing tool but that doesn’t mean it cannot be fun too. Don’t let articles like this suck the joy out of twittering!

Twitter message from Boagworld: mmm... caburys cream egg and redbull. Nice post lunch snack

145. Baby Jack

On this week’s show Paul looks at how to communicate better with your users. Marcus examines ways to improve your contracts and Ryan has a baby (not actually on the show).

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Housekeeping

Two pieces of housekeeping before we begin:

  • First, congratulations to Ryan Taylor our producer and Michelle on the birth of their first child. We want to send our love to them all and welcome Jack Taylor to the world!
  • Second, just a quick note to say we will be holding our live Christmas special on the 8th December at 2.30PM UK time. The show will be an open question and answer time so either send in your questions in advance or come along and join us in the chatroom. We will also be doing a feature on this years top Christmas gifts for geeks. You can vote for your suggestions over at UserVoice.

News and events

Google goes social

The biggest and most controversial story of the week is the addition of SearchWiki to Google search results.

SearchWiki is a way for you to customize search by re-ranking, deleting, adding, and commenting on search results. You can move the results you like to the top or add a new site. You can also write notes attached to a particular site and remove results that you don’t feel belong. These modifications will be shown to you every time you do the same search in the future.

However, most controversially you can also share some of these changes with other users. This has led to fears of spamming and negative commenting as users attempt to manipulate the results.

Personally, this feels like a storm in a tea cup. It is an interesting new feature but I really do not see it catching on in any significant way. Only the most extreme power users will bother using these features and the majority will never see the change.

For example, even if website owners do attempt to manipulate users by spamming notes or adding negative comments about competitors, the vast majority will never see these notes. Users have to actively choose to view other users notes from a tiny link in the footer.

I say let stupid website owners spam these comments. It will keep them busy doing something which ultimately will make no difference to the popularity of their site.

Where this could be useful is when I can identify friends who I trust. Being able to see their notes or reordering of results would be of interest to me. Until then, this is non-starter.

In browser web development tools

In last week’s show we listed your top web development applications. Interestingly several of those applications were browser addons such as the web developer toolbar and Firebug.

This week Smashing Magazine has reviewed 15 in-browser web development tools that offer a variety of debugging and coding features.

The list ranges from the web known like FireBug to the more obscure like Fangs (for showing how a screen reader might read a page) and ColorZilla (for quickly listing all the colors on a particular web page).

Other tools featured include:

  • YSlow – a Firefox extension that analyzes a Web page for front-end performance.
  • Fiddler – an Internet Explorer extension that analyzes and profiles a Web page’s HTTP traffic.
  • DebugBar – a debugging extension for the Internet Explorer.
  • Web Accessibility Toolbar – an extension for Internet Explorer and Opera that quickly evaluating and analyzing your Web content’s accessibility.

If you are regularly coding this list is a must read.

From tables to CSS and back again

Kevin Yank, the co-author of Everything You Know About CSS is Wrong has written an excellent article on Think Vitamin telling us it is time to build websites using tables.

Before you all start sending Kevin hate email I should point out he is referring to CSS tables.

Let’s face it, the worst thing about CSS is its support for column based layout. Sure, it does a great job at absolute position but floats just make no sense! As Kevin writes…

You couldn’t come up with a more convoluted way of expressing page layout if you tried!

Fortunately with the imminent arrival of IE8 all major browsers will soon support CSS tables. This means any group of elements can be made to display like rows and columns within a table. Suddenly designing layout in CSS is as easy as using HTML tables.

I know what you are thinking… ‘what about IE6 and 7?’ Kevin addresses this in his article. He suggests that because it is so easy to layout using CSS tables we will have the time to design in CSS tables for modern browsers and the fall back on floats for IE6 and 7. He goes on to suggest that perhaps it is worth simplifying your design slightly for these older browsers to further speed up the process. He believes (and I agree) that clients would agree to this if they understood the cost savings.

Overall, I think this is a very exciting transition and one that will help bring across those hold out ‘table based designers’.

Advice for long term success

Our final news story today is some advice from the founder of Amazon. Jeff Bezos has done an interview with the ‘US News and World Report’ on how to run a successful business. The advice he shares is something that applies to all of us whether we are running a website or building a freelance career.

From reading the article I took away three lessons…

  • Have a long term strategy – Whether in business or running a website, you need to look ahead. Too many of us are thinking about the short term. What feature should we implement next? Where is the next salary is going to come from? Jeff encourages us to look further and work towards long term and visionary objectives.
  • Do not be distracted – Jeff also encourages us not to be put off by others who do not ‘get’ your long term vision. Stick to your guns and keep going. It is easy to have your confidence knocked by the criticisms of others or problems you encounter along the way.
  • Take risks – I am a great believer in taking risks from time to time. A part of this is excepting failure. If you want to double the amount you succeed you must also double the number of times you fail. As Churchill once said Success is the ability to go from one failure to another with no loss of enthusiasm.

Sure, the interview is not about web design and is written by a guy who can afford to think long term, ignore others and take risks. However, it is still good advice and something we need to take on board both as web designers and website owners.

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Feature: Successful communication

We put a lot of time and attention into the content on our sites, but what about our other communications? We send out newsletters, post blogs, participate in forums. All of these reflect on our brand and the way we are perceived.

In this week’s feature Paul examines how to improve our communications with users.

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Listeners feedback:

Sign-off and payment

We have this question from an anonymous listener:

I have a designer’s contract in front of me and I am getting a ‘feeling’. The contract doesn’t discuss much in terms of scope; just really limits risk for the designer. Though I can understand the need, I raise an eyebrow to focusing more on ‘not getting burned’ than ‘providing a good design’ … so here is the big question. The designer wants 50% upfront and 50% on an arbitrary completion date or “prior to file relinquishment, or upload and/or assembly of website on clients web server.” My thought is I am not paying $X for a pdf mock-up … I am paying for a site redesign and would like to see it work live prior to getting signoff. (or payment) Inevitably, there is a trust issue; I believe we have both been burned in past client/ designer relationships and are treating each other cautiously. Is there an industry norm which could help the situation? My perspective is how it will look live, especially considering different browsers, am I off base as a client to see the design work live prior to payment?

Ok, so picking this apart from the top:

Firstly, having a contract is a good thing. Full stop. But, you don’t have to blindly agree to whatever is put in front of you. If you don’t like what you’re reading then amend and send it back. This may also mean that you want to get legal advice – I guess that depends on your confidence dealing with the legalese involved in most contract documentation.

Contracts should be made up of two parts:

  1. the terms and conditions (the legal stuff) that should cover obligations, deliverables, rights, liability etc.
  2. the Schedule that should be a detailed description of the project – tasks, timescales, price, payment terms etc. It should also include detail on what the testing process is, what browsers/operating systems etc.

Ideally risk should be limited for both parties. A good contract makes expectations clear for both sides and lays out what should happen if something goes wrong.

Regarding payment terms, it is perfectly normal for a contractor to ask for a percentage of the total cost up front. But, it doesn’t necessarily have to be half up front, half on completion. We often spread invoicing over 4 or 5 different points over a project. This is good for our clients as it is an incentive for us to reach certain milestones along the way. One question I have here is – does this particular designer want payment literally on commencement? We provide 30 days for our clients to pay bills, so even though we may invoice on commencement, we will be a month into the project before we receive payment.

Ok, more detail… the contractor wants final payment:

  • On an arbitrary completion date – you should not agree to this. Payment by a particular date is not acceptable as the work may not be completed and the delay may not be down to you.
  • Or “prior to file relinquishment” – this is not unheard of. Basically, they are saying ‘you pay us and you’ll get your stuff’. Which is fair enough as long as you (quite rightly point out) have witnessed the site operating correctly in a ‘live’ environment. I’ll come onto this shortly.
  • Or upload and/or assembly of website on clients web server – this is what you want I believe.

A ‘live’ environment doesn’t necessarily have to mean your web server. We test all our web development work on our own development server prior to making it live and we ask our clients to sign-off on this environment prior to pushing live. We do, however, rarely invoice until the site is live because there are possible issues with the live environment that we may not have envisaged. Particularly, hosting platforms often need to be able to support certain technologies – if they don’t, you have a problem. If the designer is providing the hosting then that is unlikely to be an issue. It also gives them an option of taking your site down if you don’t pay. That way, they can happily make the site live prior to sending you the final invoice. Do they offer hosting?

So, in conclusion, I would push for the final invoice to be on live and tested release of the website. I would also propose that payment is split into 3 points – on commencement, on design look and feel sign-off and finally, on live and tested release.

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Successful communication

We put a lot of time and attention into the content on our sites, but what about our other communications?

We send out newsletters, post blogs, participate in forums. All of these reflect on our brand and the way we are perceived. How can we improve the way we communicate?

Good communication is dependent on two factors:

  • When you communicate
  • How you communicate

Get this wrong and you risk seriously damaging the relationship with your users.

When to communicate

The schedule of your communications are always important, whether posting to a blog or sending out a newsletter. Send too many communications and it becomes irritating, too few and they forget about you.

There is no frequency that is always right. To a large extent it depends on the nature of your site. If your site sends out stock market tips then users may expect updates every few minutes. However, if you sell a service that is purchased once every couple of years then sending out communications every few weeks will be enough to keep you in their minds.

The key is not so much frequency as regularity. Users should come to expect your communications. Communicating on an ad-hoc basis becomes frustrating, especially with blog posts, newsletters or podcasts.

However, communication does not have to be completely dictated by a schedule. You can also have trigger based communications. These are normally emails sent to a specific individual rather than the whole community. They are sent in response to a specific event rather than a schedule.

A common trigger based communication is an email sent to somebody who has just purchased from an ecommerce site. These typically include an email confirming the transaction but also one when the goods are dispatched. These emails are extremely important and yet are often overlooked in the development process.

Trigger based communication are also useful in encouraging repeat traffic. Most website communities have a large number of ‘sleepers’. These are individuals who have signed up for your site but have stopped using it. It is possible to monitor user activity and if they stop using the service an email can be automatically sent tempting them back with incentives or new content.

However, never forget the golden rule of user communication; do not contact users without their permission. Nothing will damage your sites reputation faster and destroy your community than spam.

Take a few moments to consider your communication strategy. When might it be appropriate to send out trigger emails? Are you collecting user’s contact details and is it legitimate to contact them? What methods you are going to use to communicate and on what schedule?

Your communications with users needs the same attention you gave your sites copy. This includes not only when to communicate, but how.

How to communicate

There are lots of communication tools out there including blogs, podcasts, email and RSS. However, these are just technologies and don’t get to the heart of how to communicate. Communication is about what you say and how you say it.

Always remember when communicating with users to make it personal. Whether it is in a forum or posting to your blog, people like to talk to people not faceless corporations. Whenever possible write as ‘Jim from Marketing’ rather than as ‘Acme inc.’ People are less critical and more receptive when dealing with a individual rather than an organisation.

Although your aim is to demonstrate that your organisation is made up of ‘real people’, that does not mean you do not need no unifying voice.

Know your voice

The danger individual employees engaging with your users is that your organisation sends out mixed messages about its identity. All copy should have a consistent tone, from the content on your website to the emails you send existing customers.

At first reading this may seem contradictory. On one hand I demand a consistent identity and on the other I want users to see the people behind your organisation. However, this is actually an approach newspapers have been employing for years.

Most newspapers have regular columnists who readers come to recognise. However, each newspaper has an overall identity. For example in the U.K. tabloid newspaper "the Sun" has a very different persona to that of "the Times".

Deciding on your persona will underpin all communications with users. Ask the question – if your site was a person, what type of person would it be? Would it be a young hip teenager or a boring middle aged business man? These characteristics help define how you communicate and the tone you set for your site.

However, whatever persona you create it should always be as open and transparent.

Be open and honest

Many organisations feel they need to maintain a flawless facade with users. This serves to create a barrier, reinforcing the feeling that the user is dealing with a faceless corporation.

A better approach is to be honest and fallible. Nothing is more effective in getting users trust than admitting when you get it wrong. Take for example photo sharing site Flickr.com. Their site suffered a series of outages in which users were unable to access their photos. Unsurprisingly the mood in the flickr community was pretty negative. However, flickr was able to turn that negativity around with a simple blog post entitled "Sometimes we suck". They acknowledged the problem, apologised and promised to do better. They did exactly that and before long flickr was seen as a shinning example of how an organisation should run a community.

In fact it is possible to turn a critical user into an evangelist for your site simply by responding in a timely and open manner. In a world where users can instantly broadcast their frustrations via blogs, social networks and other methods of online communication you cannot afford to ignore them. However, if you respond in a positive and open fashion those same users will be broadcasting their pleasure at your response.

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

139. Brand

On this week’s show we’re joined by Ryan Carson to discuss building an online brand. We look at promoting your site with minimal budget and Marcus shares his views on working in an office.

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News and events

Understanding progressive enhancement

Its funny how we spend our whole lives telling clients to avoid jargon and yet web design has more jargon than most. Every few months we seem to make up some new term that is thrown around like everybody knows it.

In reality some we have never heard certain terms, while others seems so similar to one another that the difference escapes us. Take for example ‘graceful degradation’ and ‘progressive enhancement’. Have you heard of them? Could you tell me the difference?

I have to be honest, I couldn’t. In fact in a few weeks you will hear an interview I recorded with Paul Annett from clear:left where I make a comment about graceful degradation and he said ‘no its more like progressive enhancement’. I had no clue why one was right and the other was wrong and I am supposedly a web design expert. Does that make me thick? Possibly. However, more likely I just missed the memo on that one.

The trouble is we are all too busy looking intelligent to clearly communicate with one another.

I have to some extent criticised A List Apart (among others) in the past for perpetuating this kind of ‘in the know mentality’. However, I am now being forced to eat my words (gratefully so) as they published an excellent article on Progressive Enhancement and why you should care about it.

Now if only somebody could explain what Web 2.0. really is.

A free conference (kind of)

I realise that some of the advice I give on this show is unrealistic for some. For example, I talk about the importance of attending conferences. However, when a conference can cost hundreds of pounds it is not always possible.

One alternative is to listen to the podcasts that most conferences published. Unfortunately, they are slow to appear and are hard to follow without being able to see the slides.

Fortunately, the FOWA in London has significantly raised the bar and other conferences will be forced to follow suit.

FOWA has released video of most talks. These appeared within hours of the speaker taking the stage, and are beautifully done including both speaker and screen.

There are also ‘highlights reels’ for most talks. These are a cut down version of the presentation, ideal if you are too busy to watch the whole thing.

With some of the most influential people in web design taking the stage, this is an invaluable resource and Carsonified should be congratulated for making it freely available.

Design Float

Talking of useful resources check out Design Float. Design Float is basically a Digg clone. However it is a clone aimed at designers.

I have to say I don’t like sites that rip off Digg. I have huge respect for what people like Daniel Burka and Joe Stump are doing at Digg. I hate to see people directly ripping off their work (normally badly).

However, Digg does have one flaw. It doesn’t serve the niche very well. Even Kevin Rose recently said: "We don’t really do a good job of servicing the long tail of content." And he is right.

As a web designer, categories such as technology or design are just too broad for me to bother following Digg regularly. Until this problem is resolved, Design Float is an alternative.

Design Float allows me to only see stories relating to web design and although the smaller community means that stories are posted less regularly, what is posted is pretty good.

I recommend checking it out. However, if you are a designer don’t just limit yourself to web design posts. Also look at the other design posts. There is some pretty inspiring stuff there.

Can we stop supporting text scaling?

Finally today, a post by Dave Shea in which he discusses page zooming.

Most modern browsers now support page zooming. The only exception is Safari and that will soon change. This allows users to zoom an entire page, not just the text. Obviously this is beneficial to those with visual impairments. However, is also exciting for web site owners and designers.

Traditionally websites have been forced to support text resizing. This significantly increased development time as well as making design integrity challenging. As text scales, designs often breakdown especially when fixed sized images are involved.

With page zooming these problems go away. It provides the designer with more control and reduces the costs of development. A cost normally passed on to the website owner.

Dave asks whether it is time to support page zoom rather than text resizing. As can be seem from the comments, there is no wrong or right answer. Nevertheless it is an interesting question and one you might want to start considering for your own site.

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Interview: Ryan Carson on Building an Online Brand

Paul: So I’m really excited to have joining me today Ryan Carson from Carsonified. Good to speak to you Ryan.

Ryan: Thanks for having me Paul. Good to be here.

Paul: It seems that we are crossing paths more and more often with me doing various things with Future Of conferences and you guys kindly giving discounts to my listeners, so it’s good to finally actually have you on the show.

Ryan: Thanks. It’s great to be here.

Paul: So the reason I have asked Ryan on to the show today is to talk a little bit about building an online brand. Carsonified have got lots of different brand identities going on with obviously Carsonified itself and then Future Of and ThinkVitamin and various other things. Ryan’s a bit of an expert really, or he comes across like that anyway, at building an online brand and I wanted to talk to him about how he’s gone about doing that. But before we get into that, Ryan, tell us a little bit about the background of Carsonified. How did it come into being, so to speak? How did it end up being what it is today?

Ryan: Well, it was kind of born four years ago. It started off basically as just me in our top bedroom. I used to be a developer in a web design studio and when Jill and I, my wife and I, got married four years ago we just decided to start our own company. At that point it was just me and I was trying to build web apps and attempting to make money and didn’t really do a great job of it. Then I kind of slowly moved into doing sort of more workshops and things and then we built our first proper web app, which was DropSend, and then we just kept growing and growing and doing more web apps and more websites, for ourself not for clients, and then we launched a couple big conferences, Future Of Web Apps and Future Of Web Design, and all of a sudden now we’re about eleven people. Located in Bath and just love what we do and are really excited to be part of the web industry. So that’s us kind of in a nutshell.

Paul: It’s quite interesting, the approach that you’ve taken. You’ve come from the same background as the vast majority of us yet your business has gone in a completely different direction. You haven’t gone down the road of delivering solutions to clients but you’ve done this quite eclectic thing of a bit of web apps here, conferences here. Was that an intentional thing or has it just kind of naturally evolved that way?

Ryan: It kind of naturally evolved but my mother, and your mom always knows you best, she always said there’s a vein that’s been running through my life for a long time, which is just connecting people. I don’t know, for whatever reason I just get a lot of joy out of connecting people and physical events are just a great way to do that. I’m passionate about the web and therefore it’s kind of like, well, connecting people in the web industry, in the technology sector is just kind of made sense. It did start off with this thing called BD4D which you probably don’t remember, By Designers For Designers. A friend and I did that and it was bd4d.com which is now gone but the idea was we got together designers for free just at a bar and people showed their work. It was in London originally and it kind of took off and I think then it was always just a for fun thing. We called it the Creative Fight Club. I think that was kind of the genesis of our events career. We don’t really see ourself as an events company we see ourselves very much as lovers of the web and technology and we just kind of happen to connect people at events so, it just kind of worked that way. I’m also not a big fan of working for clients because it’s just so hard. I really respect what you guys at Headscape and any web designer web developer because constantly doing work for clients is really hard work and it’s fun but it’s hard and because we run our own conferences and build our own web apps thankfully we’re our own client which gives us a bit more freedom. So that’s kind of how we ended up there.

Paul: It depends on how you look at it Ryan because from my point of view you’ve got thousands of clients while I only have one at a time because you have all those users of your apps and the people who come to your conferences. You’ve got far more trouble in my opinion.

Ryan: I guess you could look at it like that but they tend to be less demanding. They’re not paying us thousands of pounds each so it kind of. But you could look at it like that. We try to treat all of you who come to our show with the same respect as clients, it’s just a shorter term, lower economic value relationship.

Paul: OK, so let’s talk about brand a little bit and profile and stuff like that. Carsonified has kind of built quite a significant online profile and I’m just quite interested in some of the techniques that you’ve used to achieve that. You know, how have you made that happen?

Ryan: OK, well I think underlying everything we do is genuineness. I think that we care very much about honesty and being genuine and being kind and friendly and that sounds a bit fuzzy and happy but that’s just kind of, I don’t know, the way we are. And I think that’s been the key to our success, that when we do things people know that we’re not trying to pull the wool over their eyes or secretly sell them something. We have a genuine interest in the web and the tech industry and so when we do things people kind of know there’s real people that are behind this, we’re not some company. And I think we’ve always been very personal and very human and very transparent and I think that at least set the stage for being successful, but obviously we just follow through with pumping out tons of hopefully valuable content. We see building a brand as basically building friends and I think that on our blogs and through our tweets and at our events and through our communications we try to treat everybody as friends and that’s kind of, I think, a little bit of the key to our success.

Paul: I like that idea of talking about treating people as friends. I think that’s a good way. Too many people treat people as potential customers in preference to actually having any real interest in them as human beings I guess. So it’s good.

Ryan: Well yeah. I just kind of think about who do you like being around? I mean, It’s your friends and there’s a reason for that. I think why does business have to be different? Of course there’s an element of professionality but when you go to the pub and you relax it’s because you feel comfortable with people and I think that whole idea should permeate business. You know with your friends you just buy them a beer, but with your customers there’s significant money being exchanged I think that should involve even more trust than friendship. Hopefully our customers, our attendees and our sponsors really believe that we’re doing the right thing for them. You guys probably do something very similar when you work with your clients. You want them to know that you care about them. That this isn’t just about money that you actually are trying to build something beautiful and worthwhile for them.

Paul: Yeah. I mean it’s interesting. You talking about friends reminds me a little bit of the Innocent smoothie guys that I heard talking at Fuel, which is obviously one of your conferences, where they were talking about how they refer to their customers as family, don’t they? And I always thought was quite a. It sounds naff when you say out loud, referring to your customers as family but if you kind of treat them with that kind of respect, I don’t know, it’s good but it depends on how you get on with your family I guess.

Ryan: Yeah. It could be good or bad but the problem is that would never work if you didn’t actually think Innocent cared about you. If you looked on their bottle and there was E numbers and preservatives and stuff you’d think, “Well, they talk this stuff, but they don’t really seem that committed to doing this.” So I think it really needs to be backed up with a sincere and real effort to support. I mean, we’ve been talking about accessibility, this is a good example, at Carsonified for years. You know, “Yeah we care about accessibility and it’s a great thing,” but we don’t actually know what we’re doing and so we just met with AbilityNet yesterday with Robin and we said we want to get serious about this. I know that you guys are really good at accessibility and sort of putting our money where our mouth is. We want people with disabilities to be able to attend our shows and to use our websites. Let’s actually spend some money on that and get serious about it so at the bottom of each page we’re going to put a little thumbs up symbol that will go to a site that explains why accessibility is important to us and what we’ve done to move towards that with also sort of some tips and hints for people who are disabled like how can you use this site better and get more out of it so trying to put our money where our mouth is really.

Paul: Yeah. I tell you one of my favorite moments I ever had at one of your conferences was, I can’t even remember who the speaker was but the question that came out for the panel was about promoting your business and can you do that outside of San Francisco and California and this guy said you had to be in California you had to be at San Francisco if you wanted to launch a web app and you stood up afterwards and you completely laid into this guy and you said, “No no no, that’s not the case, blah blah blah.” But it does strike me, you know, you’re a Bath-based company and Bath isn’t exactly the beating heart of the web design world and I’m quite interested as to whether you feel that that’s been a barrier to you in any way, being based where you are.

Ryan: That’s a great question. It makes it harder, for sure. You know, we have to go to London to have meetings to go to drink, parties, to network, blah blah blah, but the way we make up for that, and I think a lot of your listeners won’t be in London necessarily or New York or Silicon Valley so this is applicable to all of you out there. It’s all about being visible on the web. And you guys do a good job of this as well. You just have to get yourself out there. So we blog as much as we can, we tweet as much as we can. We try to gather a community around us and that’s the way we make up for the fact that we’re not in London or Silicon Valley. I was going to say another important thing about building a brand, and this fits into that, you need to have an opinion in order to be heard, and that means that you have to be comfortable with the fact that people will completely disagree with you sometimes. You know I think in a way I’ve been successful at building a brand because I’m willing to say something that pisses people off really. You know and I think it’s only interesting to hear from someone who has an opinion. When Paul Graham said that “You know you need to be in the startup hub,” it just really made me angry, because he was basically saying to every one of us, well, you know you’re just kind of screwed, and I just thought, “You know what? That’s just not true, and it makes mad and I’m gonna sort of put my reputation on the line by going on stage and disagreeing with you, a well known entrepreneur.” And if I kind of was afraid to do that you know, not so many people know about et cetera. So yeah, get out there, blog, be as controversial as you can, you know as long as you’re being genuine and be ready for people to say mean things about you really.

Paul: Talking about mean things and people say mean things about you. You’ve come under some criticism for being somewhat pushy in your self-promotion. Do you think that’s kind of justified in any way? Do you think maybe there’s a cultural difference there, the fact that you’re American and are us English more uncomfortable with marketing and promoting ourselves?

Ryan: Yes, I think there is a cultural difference. But I’m also kind of, I like to think I’m friendly but I am sort of a brash person. I’m not afraid to tell you my opinion and do what I think I need to do. While being kind, I don’t want to sort of hurt anybody, but I think there is a cultural difference and I do think that, I mean my wife is English so I’m obviously very familiar with English culture now and British culture and I think there is kind of a slight uncomfortableness with getting on stage and blowing your own horn. I think that in the UK we need to get over that. Not change our culture here but be willing to admit that in the UK if we don’t start to step up to the plate and start talking about ourselves, the rest of the world’s just gonna carry on in the tech space. Mike Harrington, he’s not going to shut up. You know and unless we really start to kind of compete with that and start talk about all of the great things that are going on in the UK and really kind of get out there I think unfortunately it means that the startups and the web designers and web developers that are British are going to start to fall behind in the world stage. For instance, I was trying to think, who are the rock star developers in the UK? Who can you name? I mean I can name a couple but who do you think?

Paul: It’s hard. It’s hard to say. I think there are more rock star designers than there are developers. You know you can think of people like Rachel Andrew, and Drew. Two that spring to mind. Jeremy Keith is kind of a developer but maybe not really.

Ryan: Matt Biddle. You know, there’s a few but it’s just. It’s not the plethora that are sort of being spoken about, in the US particularly, but I have no doubt there’s just as many talented people here. It’s just that, that hesitancy to say, “I’m going to do my own startup. I’ve got a good idea. I’ve got what it takes. I’m gonna start talking about it.” It’s just less common over here. I’m not saying that’s a bad thing and that everyone here should change but I think if you want to build a brand in the web space you just need to admit that I’ve got to get out there. You know I had an interesting conversation with Alex Hunter who is sort of really big in Virgin, The Virgin Group, he’s high up and he’s met Richard Branson a bunch of times. And you know what was crazy? He said that Richard was really shy. And I was like, “Really?” That’s a great example I think of a guy, he’s obviously driven and I don’t think everyone should be like Richard Branson but he’s obviously driven and he understands that in order to get Virgin talked about, to build a brand he’s got to be kind of crazy and get out there. He’s always hanging from helicopters or you know flying spaceships and you know, that’s why people talk about him.

Paul: I think there’s also a little bit within the web design community here in the UK of kind of almost false modesty and a little bit of trying to persuade the world that we’re being very altruistic in what we’re doing and not being up front. I receive criticism for the fact that I’m very open about the fact that Boagworld is a marketing tool and that we make money out of it.

Ryan: But it’s the truth.

Paul: Yeah, exactly. So I think I prefer to be up front about those things, than kind of hide them behind a façade of false modesty to be honest.

Ryan: Well yeah and that kind of goes back to my thing I said earlier about being genuine. I think you’ll always be better off if you’re genuine. And of course we’re sort of painting with broad brushstrokes here, but there’s some very talented people here and I just think, let’s get on our soap boxes and sort of shouting back at the Americans really. And people are doing it, I just think there should be more of it.

Paul: Talking about effective marketing tools, ThinkVitamin, let’s talk about that for a little bit. ThinkVitamin is a website that you run which is basically web design related and web app related kind of articles and stuff like that. I’m guessing that was set up as a marketing tool. Tell me a little bit about why it exists and how you came about setting it up and what its aim is for you.

Ryan: Yes. So thinkvitamin.com has two purposes. It’s to build good will and to give back to the community but it’s also a marketing tool and those things are actually very related. If we pump out great content we give away for free it will be valuable, but those of you who read thinkvitamin.com will also probably come to our shows. It’s a symbiotic relationship. We’re very happy to do that. There is a little bit of altruism there, we do actually want to provide good content and give it away for free but we also realize we needed a platform to talk about our shows. We kind of kept calling in favors like, “Do you mind blogging about Future Of Web Apps?” and “Can you mention it?” We just thought we need to build a big site that people go to so we can tell them about that and we’re fortunate to have great connections. We know people like you and Molly Holzschlag and Kevin Rose and just big Internet people and they all agreed to be on the advisory board and really that’s just a group of people that we trust that occasionally write for us but we’re actually taking ThinkVitamin in a new direction where we want it to pretty much become it’s own little business. So we’ve hired a full time Editor named Simon Mackie and he was really high up at SitePoint actually. And he’s come over and he’s taken the reigns and we’re gonna, yeah we’re gonna basically grow that team and expand that out into its own little business.

Paul: That’s interesting.

Ryan: It’ll be better for the readers. It kind of was dying. The publishing schedule was going down and I think we realized, “Man this is so valuable we have over 50,000 RSS subscribers, closer to 70 if you count the news feed,” and we thought, “This is great, we should grow it.”

Paul: Yeah. I mean it’s interesting in some ways you’ve kind of taken the same approach that we have at Headscape using ThinkVitamin that you could have created a blog on the Futures Of website and you could have put this content there. There’s actually a value in separating it out and making it a standalone thing. It feels less salesy I guess. The same way as I could have posted my Boagworld stuff on the Headscape site. You know it could be the Headscape podcast instead of the Boagworld one. All the rest of it. It just comes on a bit too strong if you do that I guess.

Ryan: I totally agree. And it’s interesting because I had a good conversation with Mike at FreshBooks, and freshbooks.com for those of you who don’t know is an app that helps you send out invoices. He had this blog and he was really slogging his guts out on it and at freshbooks.com/blog or something and he said, “I don’t get it. No one’s really reading it,” and to me it was obvious for that reason you just said. Well it’s clear that this is just a marketing tool. Why would you put a blog on your company’s site, on your product’s site? It’s just kind of obvious and that’s exactly why we haven’t done it for our events, you know we put occasional updates there but it’s hard. As much as I like Web 2.0 Expo or something I would never read a blog from Web 2.0 Expo. It’s just too blech, you know what I mean?

Paul: Yeah totally. It’s interesting that the other thing that you’ve done, which again is something that I do, which is that you haven’t just relied on people coming into your sites, whether it be ThinkVitamin or the Futures Of sites or even the Carsonified site. You’ve made a big deal of kind of going out there and using tools like Twitter and Qik and YouTube. I’m just interested as how effective you’ve found those things.

Ryan: I find Qik to be really effective, or Qik, however the heck you say it qik.com and I was really shocked as soon as I started broadcasting was that just tons of people were interacting and I almost couldn’t wait to do the next one. Annoyingly 3G is kind of spotty in Bath so it makes the quality a little bit bad but I’d highly recommend Qik or any other comparable service. It’s so fun you just take your phone with you, I had to get a kind of crappy Nokia phone or something, because I use my iPhone for normal business but just grabbed it from the 3 store, got a plan I think it’s 20 pounds a month that gives you unlimited data which you’ll need if you’re streaming live video from a phone, and whenever I’d walk to Starbucks or something I’d just turn it on and start talking and people would show up because the way Qik works for people who don’t know is you actually see comments live on the phone screen.

Paul: That’s very cool.

Ryan: Yeah, it’s great for interaction and any tool you can use to interact with your fans will increase your connection and that friendship. It will show you want to be real and you want to connect with people and I think hopefully we’ve achieved that where people think, “Gosh you know Carsonified we know who’s there we know it’s not a company it’s really these people that are there and they’re interested in hearing from me and talking to me,” so that’s been good. YouTube has been amazing, I mean I hate YouTube, it’s ugly, it’s a bit crude you know but man there’s just a lot of people on it. I used this cruddy little video camera, filmed myself giving some tips about business, threw it in iMovie, put some music to it and popped it on YouTube and I think I can’t remember the figures it’s up to, it’s up to like 10 or 15,000 views in literally like two hours work.

Paul: Yeah, I keep meaning to get around to that myself and I’ve never quite managed it.

Ryan: Now you can use a Flip camera. Flip is just a type of camera, you just record and then it’s got a USB dongle built right into it. You pop it in and it actually automatically uploads it to YouTube.

Paul: That’s nice.

Ryan: There’s a couple tools you can use to make it easier. And then Facebook, I’ve been using Facebook a lot just to connect with people and remember people’s birthdays and say hello and just be a friend to them. The more connections you can have to people the better, which builds your brand and I feel that, like a mercenary when I say that, and I don’t like it, like I do believe it’s just a better way to live to connect with people and it happens to build your brand which is great and I like that as well, but I think it’s important that you need to be genuine and actually care about people for this to connect.

Paul: What about Twitter? How have you got on with that? Have you found that a useful tool?

Ryan: I love Twitter. And it’s been probably the best way I think for me to communicate I’ve got I think around 4,200 followers now and I don’t know why people follow me. I don’t think I’m particularly interesting but I do whenever I tweet I try to imagine if I was somebody else and I was reading it if I would find it interesting. I think with Twitter don’t tweet too much, maybe a couple times a day max. If you tweet too much people unsubscribe.

Paul: That will explain my problem then, I tweet too much.

Ryan: I still follow you so it’s not too bad. But you know Evan Williams had a good tip he said you should tweet things every so often that you’re not quite sure if you should tweet because they’re a bit too personal or a bit too blech, because that’s the type of stuff that’s actually fun and interesting to read. Initially we had a twitter account for Carsonified and we deleted it. I think we decided that that was kind of exactly what not to do. People don’t really want to hear from a company, they want to hear from you.

Paul: That’s almost the same as having a blog on your own corporate website isn’t it? Having a kind of corporate Twitter account. After saying that we have set one up for GetSignoff but more as a for announcements. If something goes down with the service or if we’ve done some bug fixes or stuff like that. By far the majority I do via the Boagworld Twitter account which is just me talking about my life. I agree with what you’re saying about putting personal stuff there as well that people seem to like to know what’s going on with each other’s lives. I like to know how Jackson’s doing. People like to know, I don’t know. Making it personal, it’s about that personal connection again isn’t it really?

Ryan: Definitely. And I think that that’s the future, you know just in general. Humankind you know it’s just kind of being personal and not hiding anymore behind companies or brands or policies or terms and conditions. It’s about, “Hey, how can I help you and how can I take care of you?” and that’s just a better way to live and it will massively benefit your company which is great. What’s interesting though is that everybody, including us, continues to look at the Signal vs. Noise blog from 37signals and kind of scratch our heads it’s like, it’s the one blog where it is a company blog, I mean yes it’s called Signal vs. Noise, but it’s on their domain, and yet they have over 90,000 subscribers. It’s funny because I think everyone is kind of, “How do you do that? I want to replicate that.” In the end I think you know, they were kind of first. You can’t have that many of those type of blogs and I think most of us are gonna have to be happy with just doing a good blog that is real and personal whether, and I mean ours is carsonified.com and it seems to work and we have about 4,000 subscribers and for us that’s a pretty good number. We should post more but that’s something I haven’t quite figured out yet and I’d be interested to hear from your listeners what they think about that. Is it possible to have a company blog that people care about or is it just not possible? I don’t know.

Paul: I think what you said there about being first is quite significant. I think originality goes a long way. I mean even with the Boagworld podcast. Simply the fact that I was the first web design podcast it seems to give it a momentum that keeps things going, you know because you keep delivering the goods so to speak which obviously the guys at 37signals really have done. I think there is a momentum in being first in something.

Ryan: Yes and that’s probably the secret sauce.

Paul: OK, So let’s wrap this up with kind of a last question which is: What advice would you give to budding entrepreneurs seeking to increase their profile? Let’s have some kind of top tips if you’ve got some.

Ryan: OK. The first tip I give is to start connecting with people that you feel are influential. You know, spend some time and try to get out and physically meet these people, get to know them and to not be creepy about it, but to get out there, to get in front of them and to get to know them. See if you can do something to help them out, to get on their radar, and I think building sort of a group of friends that trusts you but is also influential is just instantly valuable. So I’d do that and you can use all the tools we talked about for that: Facebook, Twitter, etc. etc. but physical meeting is always the best. I mean you want to have a beer with people.

Paul: And you say you do that by trying to help them out in some way? Because that’s always the difficult thing. It’s all well and good to say, “Get to know influential people,” but how you do that’s the tricky part isn’t it?

Ryan: Well my dad always did something that worked. If it was someone he really respected or cared about and wanted to get on their radar he would find an article about them in a magazine and he’d actually go to a framer and have it framed and then write them a personal note and just kind of say and send it to them and say, “You know, I bet you haven’t had time to actually frame a picture of your article so I thought you might want this for your wall.”

Paul: What a genius idea. I love it.

Ryan: And it’s genuine. I’m not trying to get anything out of you but I respect you and here you go. It’s very subtle. You have to be very careful to not try to sort of bribe people. If you come across that way it’s exactly what you don’t want to do. If you feel, and kind of think deep down, “Do I actually want to be friends with this person or am I trying to use them?” I think you should steer very clear of a person if you just think actually I don’t really like this person I’m just trying to get something out of them. But if you think there’s some synergy there, that’s a great way to do it. Remember people’s birthdays, it’s just a nice thing to do. Stuff like that is a great way. Most people’s friends don’t even do that for them. I’ve had people send me stuff and you know it just makes me smile and I’ll always take their call or answer their email now. So I think that’s a good idea.

Paul: Any others?

Ryan: Um, other tips. Um, probably put a real emphasis on customer service and build a real base of caring in your company. Not just for your customers but for your own team. I think that your team will never be able to treat your customers well if they don’t think that they’re treated well. So I think as entrepreneurs grow and they start to hire people I think it’s important to remember to take care of your staff first and then your customers second. And a really great resource for that is what zappos.com does. Zappos.com has an amazing company culture. They have this book called the Culture Book and every year it comes out and you can buy it and it’s basically a bunch of testimonials, thousands of them from the Zappos employees about why they love their job. And it’s just packed full of ideas of how to take care of your team and it’s a great inspirational resource. I think you can either get it on eBay or Amazon or you can buy it straight from Zappos. A couple hopefully useful tips?

Paul: Yeah that’s excellent. Ryan thank you so much for coming on the show, it’s been really good to get you on and I think there’s some really good useful advice there for anybody looking to kind of build an online brand so thank you very much and no doubt we will have you back again soon.

Ryan: Thank you, it’s an honor.

Thanks goes to Todd Dietrich for transcribing this interview.

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Listeners feedback:

Site promotion with minimal budget

Our first question is from Adam in the boagworld forum:

I have got a site that needs an awful lot of promotion to work, and have got very little budget to do it with. I could probably spend a little bit on Google AdWords but on nothing else. So, how can I promote my site for little money?

Adam went on to tell me it was a charity website. This makes it challenging. As Adam said…

There are thousands of Charity sites, and many better funded, and just altogether bigger.

In this situation search engine optimisation or Adwords is going to be tough. The competition is fierce and so it will be expensive to be highly ranked.

The other problem with a charity site is that unless it is niche (e.g. bird protection) the potential audience is open ended. However, with limited resources there is little point in targeting ‘the general public’. You will have no impact on such a broad audience.

Target a specific group as it will be easier to gain momentum within a smaller audience. For example, there are Christian charities who do general humanitarian aid. Even though anybody could be a potential supporter, they instead target other christians. Therefore they are well known in that circle. Better to have a lot of support from a niche audience than a small amount of support across the general populous.

Once you have picked the audience use three techniques to reach them:

  • Offline promotion – Engage with your audience offline as well as on. Attend conferences, produce offline promotional material and target magazines your audience reads. As web designers we often forget to power of offline marketing.
  • Social marketing – Identify the social sites your audience You should be wherever your audience is interacting. Finally, seek out key figures who your audience admire and respect. See if you can get them on board and encourage them to promote your site.
  • Editorial promotion - Find out if your audience reads online blogs or magazines. Offer to write articles for these sites. Do not overtly promote your charity but instead write content which will be of interest to the audience. Failing that make use of comments to join in the discussions and increase your sites profile among that audience.

However, be careful. In your haste to promote your site do not spam. The key is to offer something of value. You must earn the right to promote your site.

Sitepoint has an excellent article entitled ‘10 rules for driving traffic using forums‘. Although it is focused on forums, its advice is applicable to most forms of online promotion.

Office Or Not

This from Brad:

A question from Canada! I’m a long-time listener of the show, and I thank you both for your entertainment and inspiration.

A little bit of background first… Two years ago I co-founded a small web development company, and to date we have not yet invested in office space. As we slowly move on to ‘higher profile’ clients, we find it increasingly important to have someone in-house, to answered the phones, do the books, etc, etc, so we can focus on growing the business.

That said, I’m obviously touching on a huge spectrum of possible questions, so I’ll try to narrow it down. I don’t think this is something you have covered specifically on the show before…

Is office space really important for a creative business? If so, what steps would you recommend. And if not, are there better areas to spend $2000 / month?

If I had been asked this question only two years or so ago I would have said that office working for a web team is not important at all. If anything, I would have said that home working was better. The following extract from Paul’s blog, written in 2005, underlines this:

The benefits of a virtual company

By virtual company, I mean we do not have a central office. Each member of staff works from home and we communicate and file share with tools such as Skype, CVS and Groove.

People are often curious about an entire company home working and ask how well it works in reality. My answer is usually that it is brilliant. From the employee perspective, you do not have to commute and you can see a lot more of your family. For example, if I were still working for IBM when I used to commute an hour and a half everyday, I would only see my 2-year-old son at weekends. As an employer, I love it because my staff tend to work the hours they would commute and generally home working is seen as a big bonus that keeps people at the company longer. Not to mention the savings made on premises.

Communication really is not a big problem. There are so many tools out there these days that help, and broadband means that even telephone conversations are now free.

Paul goes on to say that the only drawback of home working is that it lacks the social aspects of working in an office.

Not true I’m afraid. Though of course home working does give you an environment to ‘get your head down’ without interruption, what it really lacks, that phone/email/IM cannot replace, is creative collaboration. People simply do not bounce ideas around like they do if they work together.

Our current office is open plan and there’s nowhere to hide yourself away. This has meant that I haven’t really frequented it that often – I need ‘calm’ to write. However, watching particularly our development team grow and work really effectively together underlined to all of us the value of working together.

So much so that we are about to move into our ‘dream’ offices where there will be a mixture of open plan spaces and areas where we can work quietly.

So (finally!), in answer to Brad’s question, I think that office working is better for the business in the long run and I would say warrants the additional associated cost (though beware the costs, they can mount up – another podcast topic I think). That said, we have managed for nearly seven years before doing it properly (i.e. pretty much all of us will be in together most of the time) so it won’t necessarily damage you if you leave it awhile.

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124. HTML 5

In this weeks show we explore how to create better online surveys and Lachlan Hunt joins us to discuss HTML5

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News and events

Removing Microformats

The story that has generated the most email this week is the BBC announcement that they will be dropping the hCalendar Microformat. This decisions comes because of long standing accessibility concerns over the machine readable content within that particular Microformat. The problem is that code meant to be used programatically is potentially read out to screen reader users and displayed as meaningless tooltips to sighted users.

The decision of the BBC to adopt Microformats was a huge boost to the movement. Equally the rejection the hCalendar is a blow. However, it is important not to get this out of proportion. Remember, they are only rejecting a single Microformat not the whole approach.

The other thing to consider is that the BBC is a public service organisation with an incredibly high obligation to ensure maximum accessibility. In many ways they are in a unique position. Although it maybe appropriate for your organisation to pull hCalendars too, it should not be based on the decision of the BBC.

My advice is as follows. If you already have hCalendar information on your site I would probably leave it (dependant on your exact circumstances). The Microformat community is working on a solution and I would implement that rather than removing hCalendar entirely. If however, you are not yet using hCalendar then I suggest you hold off until an updated specification is released.

Becoming employable

In the past we have spoken about becoming a professional web designer. I know that many people who listen to this show or read the blog are students. You are concerned that the skills you are being taught are out of date and will not improve your employment prospects. How then do you become a more employable web designer? What skills do you actually require?

Andy Rutledge tackles this subject in his post "the employable web designer". Without a doubt it is the best post I have read on the subject of web design career development. I highly recommend you read it.

The thing that impresses me is that it looks beyond the obvious design and technical skills required to be a web designer. It also tackles the business and communication skills too. He really drives home quite how wide an understand a good web designer has to have.

My only criticism is that it could feel demoralising. You may read the list and think it is an unachievable aim. However, I don’t think that is the case. What Andy outlines is the optimal requirement of a web designer, rather than what is needed to get your first step on the ladder. I certainly did not have all of the attributes listed when I started.

All we need now is a second post telling us how to gain the skills he lists.

Better CSS font stacks

David (a boagworld listener) sent in the next story. It covers a subject that I am currently still grappling with. It is a post about CSS font stacks.

If you code in CSS you already know about font stacks. It is where you specify the fonts you wish to use. You can say for instance; use Helvetica and if that isn’t available use Arial. If that fails use a generic san-serif font.

For many of us that is as far as our thinking goes. The majority of us use very basic font stacks that are uninspiring to the point of being insipid.

I love this post because it lays out a very clear methodology for improving your font stacks. It also goes on to provide an impressive selection of font stacks organised into heading and body fonts, allowing you to instantly improve your site

If your site is looking tired and boring, but you don’t have the time to redesign, consider adding a new font stack. Such a simple change could make a real difference.

Do flexible layouts still matter?

Our last story of the day is a post from Smashing Magazine entitled Flexible Layouts: Challenge For The Future. To be honest I was ensure whether to include this post or not. On one hand it covers an issue many people have been asking me about. On the other, its arguments seem stretched and the whole thing ends with an advert for a CSS framework.

The article tackles zooming and fluid design. The new generation of web browsers – Firefox 3, Opera 9.5 and Internet Explorer 7 – provide full screen zooming. This gives users has the ability to enlarge the whole interface, not just text. Some are arguing that this is the end of fluid layout because zooming tackles many of the accessibility concerns associated with fixed width sites. However, this article strongly disagrees.

The author argues that flexible designs are better for mobile devices, that pixels are becoming less important and that the user shouldn’t be required to customise a site to their needs (it should be done automatically). Although his arguments are weak at times and he uses some fairly dodgy comparisons I do generally agree with him. I see no reason to think fluid design will go away anytime soon.

That said, I am in no doubt that page zoom does reduce the number of occasions fluid sites are necessary. Ultimately there is no right or wrong answer. It is entirely based on the situation. For example Boagworld, Headscape and The Website Owners Manual all use fixed designs. However, many of my client websites do not. That decision is based on numerous factors such as device, user base and business priorities.

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Feature: Creating a Better Survey

The web allows us to interact with our customers more than any other medium. One of the tools in our arsenal is the online survey. However, these are often badly implemented. In this weeks feature we find out how we make your surveys more effective?

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Interview: Lachlan Hunt on HTML 5

Paul: Joining me today is Lachlan Hunt; It’s good to have you on the show

Lachlan: Thank You Very much

Paul: It’s great to have you here I really appreciate you taking the time to join us, now the reason that we asked Lachlan on the show is because he posted a brilliant article on the A List Apart site about the subject of HTML 5 and I have been keen to look at this subject for a while partly because of my own ignorance to be honest, um, so lets kinda kick off by if you could perhaps tell us a little bit about where HTML 5 is at the moment I know that kinda getting a language to a release like this finalized is a massive process so can you tell us where we are at in that process.

Lachlan: OK, it’s, um, a really an ongoing process with browsers implementing different parts of it progressively so it’s not, you know, going to be all implemented at once and ready to go in one, er the next few browser implementations. We have some features implemented already and shipping in browsers other features which are being worked on at the moment and other are planned for, but still a few years of yet. But it is gradually getting there. We are trying to focus on what authors really need, instead of trying to do it all at once

Paul:Ahh, okay so that a slightly different approach that we have seen in the past, the idea of an incremental roll out. So how does that work from the W3C’s point of view are they doing modular releases is that how it works

Lachlan: Um, at the moment no, but the way the spec is structured each part of the spec, what I am trying to indicate is the stability of each section of the spec as we go along. SO thing like the Canvas API which has been in browsers for a few years now, it should be getting to IE very soon. That section is pretty stable, Other things for example "data grid" or a lot of the web forms are not widely implemented.

Paul: OK so that quite an interesting approach to the problem I guess from what you were saying earlier to me there is a community base element people can get involved and contribute. How is that all working then?

Lachlan: Well we’ve got a REALLY REALLY open mailing list on whatwg.org anyone can subscribe at the moment there wa about 800 subscribers on that list anyone is free to subscribe and post feedback about the spec if they want to, but that’s not for everyone obviously because it’s quite a high volume mailing list and not everyone can keep up with that. We have also got an open blog on http://blog.whatwg.org/ where absolute anyone who wants to can write an article submit it and have it published. Anything to do with what the WHATWG are about, HTML5 and anything related to it at all. It’s also a good way to let the community know what’s going on by publishing articles also to find out what people think because they keep posting comments on there as well. We have also got an open forum which is at http://forums.whatwg.org/ again anyone can subscribe to that, am sue you know how a forum works

Paul: So there are lots of different ways to be involved, I have to confess things like that can feel quite intimidating to get involved in. You’re kinda worried about putting your foot in it, and saying something really dumb, is there kind of Opportunities to lurk and are people fairly friendly over there? I guess you are going to say yes aren’t you

Lachlan: Yeah everyone is friendly over there,they are nice sort of area to go to aim at web developers and people who aren’t quite as technical with the spec areas and stuff. You can ask any question you want and just learn whatever you want as well. Their is also the w3c side of it as well. Which is strictly related but is more focused on the actual technical side and issues so yeah. The What WG and the W3C are both publishing exactly the same spec and they both work on it together and feedback can be sent to either place, it will all be taken into account

Paul: Oooh, that’s useful. So looking at kinda the state of affairs at the moment with HTML 5, reading through your article there was some things in there that really sounded quite exciting, there was this thing about structure and some kind of additional elements that could be used, which provide a little bit more structure, headers and footers and things like that can you tell us a little about that, and maybe explain a bit of what those do.

Lachlan: Well at the beginning of the work back in 2004 / 2005 we basically took a look at what a lot of site where doing and we noticed that they were all using a similar structure. All the blog’s were using headers and footer and generally things like column layouts to show articles and stuff like that. So we wanted some semantic elements to come and cover each of those features that people actually used, solving the real problems that they were actually focusing on. instead of having to do "Div" elements for everything, which is what people do we give them an actual element and that also has a side effect of increasing accessibility because an element with specific semantics can be hooked into the accessibility API’s and help someone with assistive technology navigate the document a bit easier.

Paul: Okay, because I mean reaction just glancing at it quickly and not thinking about it was what’s wrong with the div with an ID Equals footer, or an ID equal header or whatever but like you say, as you think about it more it become obvious that if those are considered distant elements, one person might call it a footer another might call it "the bottom" or whatever else if they have consistent semantic names then you know you can have screen readers and stuff jumping to the footer or avoiding / not reading the footer depending on what is set in their preferences, is that what you are thinking?

Lachlan: Yeah that sort of it, it’s also helping the authoring side too, as there are lots of Div elements in source code which makes it easier to read if you have got elements with different names

Paul: yeah very much so, I spend half my life trying to which closing Div relates to which elements, that very exciting. Obviously the other big area you talk about in your A List Apart article is the audio visual elements and there is a lot that’s happening in there. It’s always had the vague feeling that HTML has never had any kind of, erm, erm, the audio visual elements have always been and after thought, what happing in HTML 5 in regards to that?

Lachlan: Well we have added the video and audio elements to the spec to try and allow video to be added directly to HTML, at the moment we have sites like youtube revel and all the other video site out there using flash to embed video and using the flash to give customized controls and stuff to the user, it’s really awkward, depending on proprietor technology, so we want to open that up a bit give a very very easy to use Javascript API to hook into and promote custom controls and all sorts of cool stuff with videos and of course audio as well. We have got experimental implementations of that in opera and in webkit. I have heard mozilla is considering implementing it as as it is now I am not sure of the status of their implementation. However the one big problem with video and audio at the moment is with Codecs, there are a whole load of software patent issues going around and we are not quite sure what codec we are going to standardize upon or if we are going o be able to get common codec support among the browsers, That’s an open issue but I am no lawyer to I cannot really go into that, so the ultimate aim is that you will be able to embed your movie file, your avid file or whatever directly into the HTML without the need to kinda pump it through something like flash

Paul: cool

Lachlan: that make it a whole lot easier to the authors hopefully

Paul: Yeah, you kind of, to some extent got to ask the question why do we need that when we have got a solution like flash

Lachlan: Well because Flash is a proprietary technology it’s managed only buy Adobe , they control it, they control the changes and what does and what does not go into future versions of it, however the thing with HTML is that it is an open standard platform which can be implemented by anyone and maintain interoperability between those venders.

Paul: It’s intrusting isn’t it that adobe has just announced they are opening up the flash format, do you wonder if that’s a reaction to some of the stuff you have been doing to kind of force their hand if they want to stay ahead o the game and dominant they need to be open

Lachlan: Yeah I don’t know how that going to work though, it depends, if they open the format up and actually make it an open development process where anyone can contribute to the future version and features which go into it or whether they just write the specs and tell other people to implement based on what they write, so I don’t know much about that. It will be interesting to see how it goes.

Paul: Very interesting, Now the next thing you cover in the A List Apart article is something which you titled "Document Representation" now I have to confess this confused me, so do you want to explain a little about what you meant by document representation. What you were getting at there.

Lachlan: Yeah, well in the past we have had HTM, and XHTML with two separate specs, HTML 4.1 which a lot of people use and XHTML 1.0 which a whole lot of other people use one of them is based on XML and is really really strict syntax that requires well formedness and is supposed to when you serve it correctly, if you make a well formedness error the browser is suppose to stop processing and throw and error message saying "Sorry I cannot handle this" where as HTML is more sorta loose and convenient in its error handling, it’s the traditional inspired by SGML, although really only syntactically similar these day but the error handling is a bit more lenient and you can get away with making a lot more errors. So instead of having two distinct language which you can use we have combined them into a single language which share the same elements and attributes and everything and as much a possible and when the browser reads those file it produces and internal representation called the DOM, a lot of javascript user will be familiar with the DOM as they work with that with their scripts to modify the document through the DOM. That’s an internal representation which is mapped, the DOM which is sort of mapped to by the syntax’s, the HTML and the XHTML syntax’s so it give the authors a choice of which syntax they want to use

Paul: So why do we need that choice what is the key difference, I mean you talk about HTML being more lenient are there other reason for choosing one over the other.

Lachlan: erm, well I don’t really know. However a lot of authors do prefer the strict syntax of XHTML like to make sure they quote the attributes and encode all their ampersands properly. They like to know they have done everything perfectly as with HTML a lot of people do make mistakes inadvertently and don’t want end users to see big error messages, so it’s a bit more user friendly if some little small error slips though their CMS and causes problems.

Paul: So it’s basically come down to personal preference then

Lachlan: yeah

Paul: Okay, that’s fair enough, so both, we are going to see equal support for both of them in browser manufacturers are we

Lachlan: Well that’s the hope we have said that we have got good support in most browsers, it’s just IE which is lagging behind

Paul: (Sarcasm) Oh that’s a suprise (Laughs) Okay are there ant other things in HTML 5 that might be of interest to those listening to the show which we should be paying attention to?

Lachlan: erm, well, as I said before we got canvas implemented in most browsers

Paul: So tell us, what’s canvas

Lachlan: It’s a 2D drawing API that you can use javascript to draw dynamic image with. People have used it to implement things like graphs that are built using tables of data which are on the page. People have also gone and done 3D games with it which is really cool

Paul: Wow, that incredible. I mean that sounds very similar to SVG is it a different thing.

Lachlan: It is different SVG is entirely done with XML, you modify that with script via the DOM by changing elements and attributes and stuff or with CSS. Canvas is an immediate mode graphics API where it is more like a bitmap sort of thing where as SVG is vector graphics, and canvas is bit map. They can both do images, the same sort of images, if you like but we have both vector images and bitmap images, so they both can serve different purposes.

Paul: Right, I see. Okay that’s good, so okay the big question, kind of the final question everyone is going to have is when can they start doing some of the cool stuff. Now you said right at the beginning this is going to be modular support based thing so we are going to be able to see some of these elements before others. You know some parts before other, so what can we do now, what are we going to be able to do soon give us an idea of where things are at.

Lachlan: erm, okay let’s see I think what’s being implemented at the moment. Cross document messaging is being implemented at the moment, that’s an API that lets you send message between documents with javascript without worrying about cross domain security issues,

Paul: Oooo…. that’s good.

Lachlan: Yeah it’s a really, really handy API that been implemented in opera for a while and I heard mozilla is implementing it soonish and should be in firefox 3 thought I am not entirely sure about that. That should be very very soon, erm, what else have we got, we got…. hmmm, this is tough

Paul: Sorry put you on the spot there (laughs) is that last one supported in webkit?

Lachlan: erm, I am not sure I would have to double cheek that

Paul: Okay that’s fair enough

Lachlan: yeah,

Paul: Okay so any other elements? Things like the structural changes are any of those being supported yet?

Lachlan: Not quite yet, erm as far as I know support for those requires changed to the phaser, and to implment the new pharsing algorithm in HTML 5, as far as I know browsers are not yet focusing on doing that because..

Paul: Okay that’s a shame, because that one I liked the sound of, what about the audio and the visual stuff?

Lachlan: We have experimental implementations in opera which supports OGG video, though it’s not really in a public build version yet, there is a experimental version which was released last year sometime. And webkit also has support in their nightly builds, which supports mpeg 4 unfortunate they don’t support the same codec but you can experiment with them.

Paul: (laughs) That would be far to easy

Lachlan: yes I know

Paul: So it’s all progressing slowly but, erm you know obviously the one name which has been very absent in the list you keep mentioning is Internet Explorer, so I expect we can probably see some slower movement there. We are talking you know in the years before this all becomes mainstream and we can actually start using it. Is that a fair comment to make?

Lachlan: Yes it will be several years before the entire spec is finished, we are hoping that it can get finished sooner rather than later but realistically it’s going to be quite a while yet, But it is important to know people will be able to use theses features before the spec is finished; so it depends on when browsers start supporting features authors can go ahead and use it.

Paul: That’s great and real exciting that you can start to do that sort of stuff. you know that we don’t need to wait for it all to be set in stone before moving forward. And it’s always exciting as well to see the future, know what coming up and be aware of everything. so is there somewhere people can go a websites address and keep an eye on what is currently supported by browsers.

Lachlan: Not at the moment but that’s something worth looking into, I think there is a wiki on the Working Group site, it does have some implementations listed but I am not sure how up to date. But it’s something I think we should look into

Paul: Yeah it would be great to have some kind of single page which says what features are supported by each browser that you could check back every few months see what’s going, there you go there is my contribution to the working group (laughs). Alright it was really good to speak to you and thank you so much for your time, What we will do is to get you back in further down the line and have a check to see where we have currently got to in the development of HTML 5, Thank you so much for your time.

Thanks to Jamie Knight for transcribing this interview.

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Listeners feedback:

Staying healthy on the web

Evan writes: My question to you is not entirely related to design, development or management but rather about health in the web industry. This is very important but we often seem to forget about it. We spend hours upon hours at our desks but are unaware of the damage this could be having on our health. Eyeballs almost touching the screen, typing without a break, sitting incorrectly – just a few examples. So, what do you do to maintain good health while working?

I am possibly the worst person in the world to answer this question. I consistently abuse my body while at work. In fact a physiotherapist friend said I had the worse posture in front of a computer she had ever encountered.

However, there is possibly something to learn from my terrible example. Let’s look at what I do and compare that to best practice.

  • I sit with my leg tucked up under me – Posture while working is important. Both feet should be flat on the floor, rest your wrists on the desktop in front of your keyboard and make sure your monitor is at eye level (in other words avoid laptop screens).
  • I stoically refuse to use anything other than my preferred mouse and keyboard – Using the same keyboard and mouse in the same position day after day can cause damage. Try using a variety of different hardware and positions. Push your mouse and keyboard nearer or further from you to change the position of your arms.
  • I believe that an individual pixel should fill my field of view - Leaning too close to your monitor is a particular weakness of designers who want to position that pixel ‘just so’. This not only damages your eyes but also your back. When you learn forward your neck and back support the weight of your head. When sat upright, the head is supported by a straight spine and therefore your chair bears the weight.

On the upside I do take regular breaks. I would like to claim this is because of my health. However, I think it has more to do with my short attention span. I get easily distracted and wander off to do something more interesting.

From Photoshop to HTML

I see a lot of PSD 2 HTML services on the internet but never tried any out. It seems to be an great option for an designer for making an quick website, to edit later myself.

What is the opinion of you guys? Love to hear you discuss this topic in one the next podcasts.

An long time listener from Holland.

I have to confess to being a snob over these services. Until recently I have always doubted the quality of the code but after seeing some recent examples I have begun to change my mind.

We are even considering giving them a try at Headscape, just to see what happens. Certainly from an economic point of view they make sense especially if you have more work than you can handle. That said, I do have three concerns.

First, results may vary. Without a personal recommendation it could be hard to find a provider who can produce the quality you require. Anybody can convert a photoshop document into HTML. However, it is much harder to do so using techniques like microformats, semantic markup and accessibility. Also, just because the quality was good once, does not mean it will be so again. As the good providers get busy it can lead to a decline in quality.

Second, people code in different ways. Unless careful attention is given to commenting, it is hard to pick up somebody elses markup. This is fine for relatively static sites where only small changes are required. However for projects where change happens regularly as the site evolves, it is more important that the markup is tailored to your style of coding.

My final concern is that this could lead to designers not learning HTML. As I have said before on the show, I believe all designers should be able to code themselves. You need to understand how the web works and markup is apart of that. Also, if you cannot code how can you judge the quality of the markup you receive?

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121. Coda

In this weeks show we discuss 5 quick fixes to accessibility, and we review the mac code editor Coda.

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News and events

Skipping Photoshop

The biggest news this week is a post from 37Signals entitled ‘Why we skip Photoshop‘. The article outlines some excellent reasons why they choose to bypass designing in Photoshop, instead going straight from sketches to HTML/CSS. Reasons include…

  • Mock-ups are not interactive
  • Photoshop draws you into the details too early
  • Text on Photoshop is not like text on the web
  • Photoshop is not productive
  • Photoshop does not aid collaboration
  • Photoshop is too complex

They are all valid points. However, although I accept this is right for 37Signals, it is not right for Headscape. Our view is echoed completely by the response of Jeff Croft at Blue Favor. He argued…

  • 37Signals are working with an established visual aesthetic
  • That 37Signals aesthetic is simple and so is better suited to pure HTML/CSS
  • That 37Signals do not work with clients
  • That working in HTML/CSS can lead to constrained design.

That said, the post has made me consider experimenting occasionally with the approach. For me that made it worth reading.

It is a great discussion and I am really glad Jason at 37Signals brought it up. It has certainly created a lively debate including posts from Jon Hicks and Mark Boulton.

Web Designers should do their own HTML/CSS

But we haven’t finished with 37Signals yet. They have posted a second blog entry this week entitled ‘Web designers should do their own HTML/CSS‘. The title is fairly self explanatory and they put forward a good argument as to why designers should never produce a design and then simply hand it off to ‘code monkeys’ who make it work.

At the end of the article they write…

We simply don’t consider designers who don’t get their hands dirty with the materials relevant to the kind of work we do.

If you’re a designer working with the web who still doesn’t do your own implementation, I strongly recommend that you pick up the skills to do so.

Whether you agree with 37Signals or not, the message is clear: You will struggle to get a job if you do not know how to code pages as well as design them.

We would certainly never hire somebody unless they know HTML/CSS just as well as they know Photoshop. The nature of the web means that an understanding of the medium is crucial to creating a great user experience.

Beyond CAPTCHA

I hate SPAM. I hate it with a passion. I particularly hate comment/forum SPAM because it not only inconveniences me but also affects my users.

One common approach to the problem is CAPTCHA. CAPTCHA presents the users with a distorted word(s) that they have to type in before they can comment.

An example of CAPTCHA in action

Although in principle CAPTCHA sounds great it does have a number of weaknesses…

  • It creates accessibility problems
  • It are hard for normal users to complete
  • It can be beaten by spammers
  • It make SPAM the users problem

In short, CAPTCHA doesn’t work. So what is the alternative? Well, that is what James Edward (AKA Brothercake) explores in a post on Sitepoint entitled ‘Beyond CAPTCHA‘.

He looks at server side solutions, services like Akismet and honeytrap approaches. He also looks at OpenID and other forms of authentication.

The conclusion is that there is no perfect solution. However, he argues we need to stop making this the problem of users and take on the responsibility ourselves.

I can certainly see his position and generally speaking I agree. However, when you are faced with limited time and budget it can be necessary to cut corners. Personally, I cannot stand CAPTCHA and I regularly fail to complete them first time. However, I have no problem completing a basic question such as found on the boagworld website.

Read the article and make up your own mind. At the very least it will offer you some alternatives to CAPTCHA that can be implemented quickly and easily.

Website Owner’s Manual

Our last news story is a little bit of news about the book I have been working on. For a start it has a title; ‘The website owners manual‘. However, the big news is that you can start reading it and contributing to the final version.

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Feature: Quick Fix Accessibility

Complying with accessibility guidelines can seem like a massive undertaking. However, addressing 5 simple problems can make a huge difference to your sites accessibility. We discuss these in this weeks feature

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Review: Coda

Find out why I am seriously considering abandoning the code editor I have been using for over a decade in favour of Coda for the mac in this weeks review.

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Listeners feedback:

Team working environment

Gareth writes: I have been “promoted” from a support desk position for an Oracle based financial system to the company’s single web designer. We are not by trade a dedicated web design firm and as such i am having to develop procedures and polices by myself. I have been reasonably successful in this thanks in large part to your podcast, which has in turn led me to blogs and websites such as A List Apart, Sitepoint, Headscape (obvious one that) and many more that have also helped me.

Due to the sheer volume of work that is coming in this year we have found ourselves needing to recruit an additional web designer. At the moment i have all of my work saved on my laptop and all my tasks and appointnments stored in my Outlook.

What tips can you give me in relation to creating a centralised working environment that can be used by both myself and this new person as well managing our work loads. What do Headscape do? I should probably point out that we will be office based in the sane room rather than working from home.

Why is it that Ryan our producer, keeps picking questions he knows I am not an expert on. I am a front end interface guy. What do I know about this kind of thing! Also we primarily work remotely so have a different setup anyway.

That said, I am willing to give anything a go and ignorance has never stopped me before.

Okay, if you are sitting in the same office communication is not going to be the primary problem.
However, you still may want to take a look at Basecamp. Its a great way of organising team working.

The main problems will come in the form of file sharing, backup and overwriting each others work. One thing you might want to consider is a version control system like Subversion. At Headscape we use something called Source Anywhere however this is just personal preference. These systems allow you to…

  • check out files, preventing others from overwriting them,
  • rollback to previous versions of a file,
  • branch files, allowing multiple versions of the same file.

However, for some this might be an over the top solution. The biggest danger is overwriting files. There are a number of code editors which prevent this including Dreamweaver and Coda. This just leaves the problem of shared storage and backup. You could solve these problems separately. However, personally I like the look of Drobo. Its not that cheap ($499 plus the drives) but it provides an incredibly expandable solution that minimises the problem of data loss.

No doubt my ignorance is showing in this question so if you have better advice please post it on the show notes.

Internal Search

Stephanie writes: I have a question regarding internal site search. I am wondering what types of solutions there might be for enabling a site search when one does not have a development team to turn to. All I can come up with is Google custom search and it has some drawbacks (ad serving in the free edition and blog posts do not get indexed right away).

Love the new site!

So you want to add search to your site eh? If you’re using a popular engine such as MovableType, then there will be a built in search, so let’s assume you’re not. If you’ve just built your site using HTML, or aren’t happy with the results of your CMS’s out-of-the-box search, you still have options.

If PHP is your game, you can install a spider on your server, such as Sphider. This will index your site and provide a very customisable solution, that doesn’t send queries off to a third party server. If you’re looking after a large site, with huge numbers of pages and documents to index, you might consider a program called SearchBlox. SearchBlox is expensive, but powerful. It runs as a java based web app on your server, with many fine tuning features that will keep even the most fastidious of clients happy.

If it’s a free, third party service you’re after then you might consider Atomz or Google. Atomz is easy to setup, free and customisable but does include text based ads, similar to Google. The indexing schedule is regular, but only weekly. Google is an established name in search, but also has the downside of irregular indexing and ad supported results. It is of course possible to spend a little extra money to remove these, with Google Site Search

There is however an interesting alternative service called JRank. JRank don’t stuff adverts into the results, they only require that you provide a link to their website on the page that you set as the index for crawling. They also have a REST API, so without much work you can integrate the results in your website, as the PHP code below demonstrates:

<?php
$jrank = file_get_contents('http://www.jrank.org/api/search/v2.xml?key=[API key]&q=[query]');
$xml = new SimpleXMLElement($jrank);
$result = $xml->xpath('//entries/entry');
while(list( , $node) = each($result)) {
echo '<h3>' . $node->title . '</h3>';
echo '<p>' . $node->content . '</p>';
echo '<a href=”' . $node->url . '”>' . $node->url . '</a>';
}
?>

An interesting point in the question was that Google doesn’t index blog posts right away. In my experience, search is used to find old articles or those that can’t easily be found by tags or menus. Newer articles should be easy to find from the home-page of the site, particularly if it is a blog site. If powerful search is required, then you’re going have to put up with the ads, or fork out for a bespoke solution.

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Headscape is recruiting (again!)

Headscape are currently after two new members of staff. If you are an experienced Information Architect or a newly qualified developer, we would love to speak to you.

Yes I know, I am not supposed to be blogging at the moment. However, the reason I am not blogging is because we are so insanely busy. In order to get around this problem we are recruiting (yet again!). If you fancy the idea of working with the gang at Headscape then drop me an email.

Here are the jobs…

Information Architect

We are currently looking for a smart, articulate Information
Architect to work with our clients on initial stakeholder interviews,
user testing and the production of wireframes.

We are looking for candidates with some or all of the following skills:

  • An ability to organize complex information into simple, easy to
    understand structures.
  • Experience in running stakeholder interviews and other requirement
    gathering exercises.
  • Outstanding organizational and communication skills.
  • Proven experience in preparing, running and reporting on usability
    test sessions.
  • The ability to produce easy to digest documentation on IA and
    usability issues.
  • Extensive experience creating sitemaps, wireframes, use-case
    scenarios
    and flow diagrams.
  • Experience of working with large, complex, information heavy
    websites.
  • Ability to plan and execute competitive analysis.
  • Proven experience of working with and producing personas.
  • The ability to meet aggressive deadlines.
  • A good understanding of the design process.
  • A good understanding of technical constraints.
  • Experience of copyrighting.
  • Experience of working with B2C ecommerce sites.

The ideal candidate would be one who is able to work from our Southampton office for at least part of the week.

Experience:

  • Bachelors degree or the equivalent
  • 3 years experience designing websites preferably within a web design
    agency.

Graduate web developer

Starting salary: £22k+
Location: Southampton

Headscape is looking for a graduate web developer, with a 1st or 2:1 degree in a relevant discipline, who is passionate about their profession, keen to learn and can demonstrate good problem solving abilities.

Headscape’s core development technologies are ASP.NET v2.0, VB.NET, Microsoft SQL Server 2005 and XML/XSLT. We have our own, highly flexible content management system software that is the basis for most of our website implementation projects for clients. We are also in the process of developing an online service aimed at web designers.

If you don’t have skills in our core development technologies, don’t worry. We can help you to acquire the skills you’ll need. What we need is demonstrable ability and enthusiasm.

You will need to be a fast learner. You need to be a confident, productive developer. You need to understand relational databases. You must be motivated by developing real-world, web-based applications that really matter to their users. You’ll want to grab with both hands this once-in-a-lifetime opportunity to join a web agency with a national (becoming international) reputation.

If you have had some web development experience outside your degree course we’d love to hear about it too.

Your role will involve working in client project teams with project managers, designers, information architects and user interface developers to create superb bespoke web solutions on-time and within budget.

About Headscape

Headscape is an established web design agency based in the Southampton,
England. We produce top quality websites that are accessible to the
widest possible audience, easy to use and designed around our
clients business objectives. Clients include large government bodies,
educational institutions, charities and the commercial sector.

Lessons learnt at SXSW 08

Marcus shares his impressions of SXSW and the lessons we can all learn.

Looking back at my
notes, I didn’t realise how much I actually took! So, I have decided to focus
things a bit and look at talks given by people from three big interactive
agencies. These presentations were fascinating to me as they gave me an insight
into how these companies run their businesses, their projects and make
decisions about their futures.

Respect!

This was a great start
to the conference, really got me in the mood. What I expected was a Zeldman criticism of the corporate world’s misunderstanding /undervaluing/general
disdain of all things ‘web’. I think this was what he was trying to do but what
we got was a run down of how Happy Cog works or more particularly how it runs
it projects – great for me!

It was quite
reassuring in that they do pretty much exactly what Headscape does:

  • Stakeholder interviews – though there was
    a wonderful description of when you really know that you’re about to get to the
    bottom of an issue with a client – that ‘close the door’ moment
  • User testing/requirements
  • IA
  • Design – they still do multiple concepts (which
    we very rarely do now) though try to avoid ‘Frankensteining’ the design
  • Build

The big thing, for
them, missing from this list is content and copywriting. They employ a
specialist copywriter who has a wide-ranging remit from kicking off the content
process to completely writing a site’s content. However, usually they
concentrate on editing ‘raw’ content into one styled voice.

Zeldman says that the
content is the most important aspect of any site. He has a point – we
don’t go to websites to enjoy the design or appreciate the usability of the
navigation.

This is, I expect, the
next big thing for Headscape.

Ten things we’ve learned at 37
Signals

Jason Fried telling
everyone 10 things they’ve learned at 37 Signals. I found his delivery a little
grating, which is why I probably don’t have too detailed notes on this talk.
But, again, this was interesting stuff from my point of view, learning about how
a small company operates particularly because we are about to go down the
product road.

The general theme of
his biggest messages were:

  • Keep it simple – otherwise you won’t ever
    release your product.
  • Don’t plan – plans tend to have a habit
    of becoming ‘sacred’. That is, people tend to stick to a particular goal
    religiously, rather than adapting to what is the best way.
  • Don’t expect your next thing to be way better
    than the last. If you’ve had a hit it doesn’t necessarily mean that you’re next
    offering is going to be as well.
  • Don’t talk to each other! I really wasn’t sure
    about this, but JF basically felt interrupting people through talking was the
    key productivity killer. Methods of communication that can be ignored -
    IM, email, Basecamp etc – are fine.

10 Tips to Managing a Creative
Environment

This was the best talk
of the lot for me. With most of the ‘famous’ agencies, I feel that what we do
is not too far away from what they offer. However, these guys felt like they
were in a higher league.

The talk was given by
Bryan Mason (CEO) and Sarah B. Nelson (Design Strategist) of Adaptive Path.

They had looked at
(and interviewed) a number of other organisations that they felt there was some
similarity with a design agency. These included:

  • Theatres
  • Restaurants
  • Orchestras

They are all highly
creative places (probably more so than the design agency), they have absolute
deadlines (again, probably more so than the design agency) that mean highly
regimented processes are required while keeping creative staff focused.

These are the tips
that they have learned:

  • Cross-train the entire team – not easy, but it does build
    understanding and therefore empathy towards other people’s jobs and the effort
    required to deliver them.
  • Rotate creative leadership - makes people value others’ decisions
    because they know that they will get their turn.
  • Actively turn the corner – meaning make a specific decision to go
    from ‘thinking’ to ‘doing’ and make sure that everyone knows which phase
    they’re in. The thinking phase being the point where there are no bad ideas or
    questions with people moving into their specific roles (see point 4) for the
    doing phase. They described this process as divergence to convergence.
  • Know your roles - once the corner is turned everyone
    needs to know what is expected of them and when.
  • Practice, practice, practice - they mean ‘practice as a group’ i.e. keep
    familiarising (and improving) processes. This ensures quality under pressure.
    Look to bring new people in at quiet times or on internal work.
  • Make you mission explicit - to the entire team so everyone knows
    where the team is supposed to be going and what they stand for (i.e. what it
    means to be a ‘Headscaper’ instead of just a ‘designer’ or ‘developer’). Cut
    out stuff that isn’t part of the mission – be ruthless.
  • Kill your darlings - but do it respectfully e.g. for the
    young chef – "we won’t use that recipe, it’s not for us. You put it on
    your menu when you get your first restaurant!" AP hiring decisions are made
    without discussion – thumbs up, they’re in, thumbs down, they’re out.
    They only discuss if it’s neither.
  • Leadership is a service - leaders should talk to everyone about
    their involvement. For example, a creative director should provide space not
    enforce their vision.
  • Generate projects around the groups’ interest - in other words, only take on work that
    you want! Easy said. However, maybe a watered down version would be to dish
    work out based on personal preferences rather than just who’s available. BM
    said "any time that AP has taken on work for the money or the kudos of a
    particular client, it has bombed. If there’s no interest internally in a pitch
    - drop it".
  • Remember your audience - what you’re doing isn’t for you, don’t forget that and don’t
    forget who your specific audience is. They used the kitchen analogy where the
    restaurant manager’s audience is their existing customers. He needs to make
    sure that the guy who loves liver and onions gets the same every time. The chef
    doesn’t care about this. His audience is the new customer.
  • Celebrate failure – creativity
    doesn’t always work. Carry out project post mortems but call them ‘after
    parties’! Discuss what worked, what didn’t and what was learned. Don’t
    apportion blame. You want your creative team to take risks and to feel that
    they can take risks. If you have a blame culture then safe and boring (and
    eventually stagnation) is where you’ll end up.