Reviews: Noded and Support Details

This week we have two reviews for the price of one. First we review the freelancing book ‘Noded’ and then take a look at a useful web application called ‘Support Details’.

Noded – The Untouchable

Hello, my name is James Callaghan. I’m an in-house web designer and developer / generalist working for Marshall Aerospace at the Airport in Cambridge and also work freelance.

Before I start, do you know what a Noded Team is?

The entire book, all eighty six pages of the book, attempt to explain what Noded is. During the first few chapters it attempts to cover definitions and examples, which I found a little hard to take in. It took me a few attempts to learn what Noded is, reading a few pages again and again.

With what Noded was vaguely drilled into my head, continuing on, the book focuses on freelancing with tips and advice on many maters such as setting up a business, planning things to managing time. This was of huge interest to me and the book became slightly easier to read.

Though out the book Andreas and Jaan describe their methods and tips on various subjects relating to Noded Working and Freelancing.

Noded Website

One section I did enjoy to read was “A space to work” that explains how important it is to find the right place to work. “As a web worker you can work from any place you fancy – a library, coffee shop, or park bench”.

Most of the time however, it’s nice to have a more personal place to work from.” I’m under the same opinion as Andreas and Jaan – “crappy office, crappy output”, “inspiring office, nice quality output”.

A subject that makes me very sore with my recent data loss that I can say I already adhere to is the tools for the game and why you should use the cloud over your hard drive. With explanations how applications force you to use their logic and structure and therefore are really tiresome and in the end the application is abandoned; instead suggests using cloud based web-apps that are far more flexible and forgiving, examples include: Email, Calendars, Get Things Done (GTD), Project Management, Synced Files, RSS Feeds.

On a more back office subject the book explains why working an 8 hour day is dead to tips on how to break away from the traditional meeting.

I take the same approach as the book, my ideas and creativity cannot materialise on command. They come at the most in-convenient times when I’m not working such as in the show, out on a ride on my bike or whilst out walking my dog. The book suggests using a tool and allowing people to contribute in advance of the meeting, following up with a simple 15 minute meeting to make a decision on the project or simply brief everyone involved.

An idea I am looking forward trialling in the real life! “The 8 hour workday is dead. We don’t believe that being

“being at work” for 8 hours accomplishes more than working for 4 hours, 2 days or 5 minutes. Work is about accomplishments, not measuring time. It is about being effective versus being efficient – doing your job faster and better versus simply doing more work”.

Not sure how to approach my manager on this one though, it is all about the hours here but way to think of it is:

“when you buy a music track that you really like, does it matter whether the artist spent two hours or two months writing the song? Probably not. Does a bowl of pasta taste better if the chef spent more time on it than if he spent the right amount of time on it? Probably not.”

In short, the book has really given me some great tips and methods as to how I should approach my freelance work but also provided me with some great ideas how to handle projects and work within the organisation I work in.

As I read through the book I found myself wanting to know more about something that had be written so instead of getting distracted whilst reading the book, I created a “list” of the pages with references and URLs I wanted to know more about.

The question I asked before reviewing the book was:

“do you know what a Noded Team is?”

If you answered at all, I suggest grabbing a copy of this book and truly discovering what Noded is all about. If you didn’t here is a dictionary definition included in the book.

“Noded Network, a Node Team. A group of individuals, often but not necessarily geographically far apart, that come together to form temporary or recurring project teams. Unlike ‘distributed teams’ Noded teams work for a wide range of clients and any member of a Noded team can take the lead to bring in work, manage work and choose their team members.”

Lastly I would like to say that I have really enjoyed reviewing this book and would like to take a moment to thank Paul and the team for producing such a great podcast but also to Ryan for his time and patience with me as it has taken me quite some time to produce this review. I’ve had to teach my brain how to read again, but also how to write a review that makes sense.

Support Details

My name is Nora Brown; I wanted to let you and Boagworld listeners know about a really handy site I’ve come across. I’m a freelance web designer who does a lot of sites for writers, artists, and small business owners – not necessarily the most tech-savvy folks. Sometimes they don’t even know that they’re using a browser, much less what specific version of IE they might be using.

So to help diagnose problems, I direct them to www.supportdetails.com. From this website, they can simply email you, and it sends you all the details of their browsing environment. You can even give them a link with your email address pre-filled in. An added bonus is that it includes their IP address, so you can create a filter in Google Analytics to exclude their own site visits from their stats.

Support Details website

Again, that’s supportdetails.com. I hope you find it useful.

198. jQuery goodness

This week on Boagworld: Dave interviews Remy Sharp creator of jQuery for Designers and Matt Bee dares to review the Website Owners Manual.

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Quick tips for better design

We all need design tips whether we are a designer, developer or website owner. No matter what our job, we all have to present things and could do with advise on how to do so better.

Enter “Make your design pop” a great little guide to small changes that make a big difference.

The post consists of 8 tips that will allow you to quickly improve pretty much any design. My favourite tips are:

  • Layout on a grid
  • Defy image boundaries
  • Add whitespace

However, the whole list is worth a read.

One other thing they could have included is ‘add some depth.’ Fortunately there is another blog post that deals with this ‘Six fundamental ways to add depth to your design.’ One thing I particularly liked in this post was there advice on shadows. Apparently subtlety is the key. Although I may struggle with this in life, I would have to agree that with design shadows at least, it is true.

Examples of different levels of shadowing

How web designers frustrate clients

I am in the middle of writing a post about how frustrated web designers get with our clients and how to overcome the problem.

I was therefore interested to see a post that looks at what frustrates clients about web designers.

According to this post the 5 most frustrating comments a designer can make are:

  • I can’t do that
  • That’s going to be expensive
  • Sorry for the delay but I’m working on other projects
  • I know you asked for X, but I thought it would be better to do Y
  • What was that?

Although I am not sure I agree with every point raised in this post, the underlying message is spot on – as web designers we need to learn to communicate better.

As I said in my dubiously entitled post ‘hiring a web designer is like getting married‘ communication is essential:

Too many web projects fail because their is a lack of communication. You want an agency that is always on the end of the phone, quick to respond to emails and constantly giving you feedback on the project.

Both sides can learn from this lesson.

Should we be designing in the browser?

Outside of the IE6 controversy (which I am fed up of talking about) probably the biggest discussion point is whether we should be designing in the browser.

Andy Clarke has been pushing hard for this approach and puts forward a good argument. However, others are concerned it could damage creativity.

It is something we have debated extensively in Headscape. Our answer? – It depends.

It’s not an either or decision. In my opinion (and that of the others at Headscape) you need to pick the right approach on a per project basis.

If a client is switched on or the project requires a greater degree of creativity then design in a package like photoshop maybe the way to go.

On the other hand if the website is more utilitarian and the client has trouble with things like liquid layout or progressive enhancement, then building in the browser may be better.

That said, if you are going to build in the browser you might want to read 12 killer tips for designing in the browser.

The article tackles font embedding, rounded corners, shadows, colour opacity and much more. Of course these are techniques useful to you whether you design in the browser or not. However, the article emphasises their importance in that context and even provides a summary argument for browser based design at the beginning.

Remote user testing: Good or evil?

Have you noticed how many remote user testing services have started to appear? Essentially these services allow you to video users interacting with your website and completing tasks you set.

I have to confess that until recently I rejected the idea out of hand. It simply could not compare with face to face user testing where you could ask questions and respond to users actions.

However, after reading ‘Unmoderated, Remote Usability Testing: Good or Evil?’ I have modified my view.

I still believe that remote testing cannot replace face to face testing. However, I do now see it as complementary.

The article lays out a lot of good reasons for considering remote testing. However, the two that convinced me are:

  • It’s quantitative testing – Typically people only test between 5-8 users face to face. Although we know this is enough to find most problems, sometimes others need convincing. Remote testing allows you to test considerably more users and build up a statistical perspective.
  • Potentially it can be more realistic – Some remote testing services allow you to intercept real users who are completing real tasks on your site and ask them if they are willing partake in remote testing. This means that unlike traditional testing they are considerably more motivated because they are completing their own tasks. They are also doing so in their natural environment and on their own PC.

If like me you have dismissed remote testing out of hand, or if you have not encountered it before, definitely take the time to read this post. They also have an excellent list of remote testing services.

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Remy Sharp talks about jQuery

Remy Sharp is the creator of jQuery for Designers, a superb collection of screencasts and tutorials for adding jquery to your website.

Listen to the Remy Sharp interview

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Review: The Website Owners Manual

The website owners manual by Paul Boag, published by Manning Publications

The website owners manual by Paul Boag is targeted to help those who own, run or manage web sites make them more successful. A quiet and humble man Paul has attempted to deliver all the lessons learned through more than 10 years of experience, at all stages of a site lifecycle, into a single resource. The result is a book that will help those responsible for websites be as successful as they can.

Covering topics ranging from selecting the right web agency all the way through to planning for the future, not all content might be appropriate for all website owners, but if the desired audience pick up this book, I don’t think there a single reader that will not learn something and become more successful in their role because of this book.

The book contains succinct well considered advice, which will not overwhelm any reader. I thought there might not be quite enough in depth information, or further resources, provided some sections to really make a difference, like reviewing site analytics. The book could have also better proofed, but this is a matter for the publishers. Not to mention one of the images depicting a developer in a tie.

The website owners manual is divided into standalone chapters that each covers a different stage or process involved in running a website. The 12 chapters cover:

  • The secret to a successful website
  • Stress free planning
  • The perfect team
  • Differences over design
  • Creating killer content
  • User centric design
  • Ensuring access for all
  • Taking control
  • Decoding technobable
  • Engaging visitors
  • And finally, Planning for the future

Although not all chapters will be relevant to all website owners, and any experienced website owner will probably have a lot of the advice and recommendations in place, there is still an awful lot to either learn, or be reminded of while running your website.

The topics covered in the book do a good job of providing a feel for the requirements of each stage in the web site process. Some really useful content includes stress free planning, the perfect team, decoding technobabble and becoming number 1 on google.

firstly, Stress free planning, where in the “picture your users” section, Paul explains how you can research properly, prioritize your users and use fictional personas to better understand and relate to your target audience.

The Perfect team does an excellent job of explaining why a brief is so vital, even for small changes. Including an annotated example brief for fictional client “The Joke Factory” to explain why each part of a brief is so important.

Selecting the right people to work on your website might be the most important (and expensive) decision you make in the whole life of your website so it was good to see the steps Assessing proposals, interviewing the short list and evaluating agencies (especially with advice on talking to references).

Decoding technobabble is a problem for all us developers, so despite Paul claiming web developers are going to hate this chapter, I know my clients won’t hate me reading it. Not using simple terms to explain how a website works and introducing concepts like hosting is something I know I frustrate people I work with, but not for much longer.

Whilst reading the becoming number 1 on google section in the chapter driving traffic I was very pleased to read Paul explains about Black hat search marketing methods and why site owners should steer well clear of these underhand techniques.

In Planning for the future, I can take a lot from concepts such as Microformats, APIs and alternative devices concisely explained direct to my clients.

I really think this book is a must for any person responsible for a website, due to the wide range of topics covered. Although as I said, not all chapters will be relevant to all website owners, there will be more than enough for the book to be a real valuable resource. I like to think of it as a fully fledged consultant sitting on my bookshelf.

There were real moments of enlightenment about how I can help clients really grasp the requirements behind an effective site. I hope this will dramatically improve my client communication using Paul’s thorough but clear explanations of the concepts required for a successful website.

So that’s what I thought about the website owners manual, but its only the tip of the iceberg, and each person that reads the book will take learn something different, so I urge you to buy it and see what it can do for you.

By Matt Bee

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Reach a point of zen in your code

Zen Coding is set of plugins for various text editors that enable you to code much faster than you normally do.

My name is Ezequiel Bruni, and I’m a Canadian designer based in Mexico.

I just wanted to let you all know about a tool which is pretty awesome (and will make your life easier).

Zen Coding is set of plugins for various text editors that enable you to code much faster than I bet you normally do.

For example, let’s say you want a div, with a heading, and three paragraphs inside. In each paragraph element, you want a span element as well. Each element needs classes and ids, you get the picture. It’s tedious, even with copy and paste.

What if I told you that you could do all of that with just one line of code? Sound interesting?

Zen coding allows you to do that, and it’s pretty darn awesome.


To see how it works, go to http://code.google.com/p/zen-coding/

Zen Coding supports:

And there is partial support for:

I’ve personally tried the Aptana plugin, as well as the gedit plugin on Linux, and I’ve gotta say, it’s beautiful. The way I code is certain to change, and I recommend Zen Coding to anyone who does a lot of HTML/CSS development.

I hope you check it out, it’s awesome.

Review: CSS Mastery 2nd Edition

Hi, my name is Yaili and I’ll be reviewing the Second Edition of CSS Mastery, by Andy Budd.

First. Who is the book for?

The book states that it’s for “anybody with a basic knowledge of HTML and CSS” and experts. I’d say it’s more for the first case, but I’ll expand on that later.

There are lots of useful tips and tricks, that I’m sure you’ll use over and over, explained in a solid and easy to understand way. The fact that the examples can be seen online and that there are files that can be downloaded is great.

CSS Mastery 2nd Edition Book Cover

Second. It’s a second edition.

When I read the first edition, I was just starting to work with CSS, and CSS was still a bit of a mystery to me. I remember reading some things that I thought to be pure magic and that seemed very complicated, but now I realise they are used by any good CSS coder. So, at the time, the book opened my eyes to those techniques and to the possibilities of what could be done with CSS.

Content.

The book covers subjects from the beginning to a more advanced level.

It starts with the importance of semantic HTML, how to set good foundations. It takes a very brief look into microformats and HTML5 as well.

Then it moves onto selectors, with some more advanced and CSS3 ones — but it doesn’t go very deep into that area to be honest.

It explains the box model, which is rather important, very well. Liquid and elastic layouts.

Some more advanced techniques, like sliding doors and even multiple backgrounds, which is quite refreshing. Opacity and rgba colours.

There are some clever uses for the :target pseudo-class and attribute selectors. Some webkit proprietary code like gradients and reflections.

It also explains how to style lists and navigation. I would have liked to see a larger section for definition lists, because there’s only a small section and it sounds a bit negative (or even dismissive) and I don’t think it makes them justice.

There are some negative comments on CSS frameworks. Which I frankly agree with.

A good introduction to the IE layout issue. Some common browser bugs and how to fix them. And how to work with graded browser support.

Then on the examples, at certain points they can be a little repetitive, but there’s an interesting discussion about website widths, a brief example of using jQuery, which is rather nice.

Conclusion.

In conclusion, as someone who had already read the book, reading it again was good, as there are always things that you forget or that you weren’t aware of, even though my experience now is completely different, and I can be a little more critical about it.

If I could change something in the book, I think I’d change the naming of CSS3 — in the specs it’s always mentioned with no spaces, and in the book it has a space between the second “S” and the number “3″. I know it sounds nitpicky, but it’s rather annoying for me, for some reason…

Also, there are some mentions to browsers that are already dated, even though the book is fairly recent (like “Safari 4 beta”, which is already out of Beta). But that’s just something that happens in our industry — things move too quickly. I’m just being nitpicky again.

So, have I learned anything from this second edition? I did learn a few things, but not much. I already use or know most of the techniques. But would someone starting to work with CSS learn anything from the book? Definitely yes. I used to always recommend the first edition whenever someone asked me for book recommendations, and I will keep recommending it with the second edition. It’s a must-have.

Great Free Software for Web Designers

Ask anyone who has just upgraded the software on their Mac to the latest version, or even splashed out on the latest Creative Suite and they will say the same thing: Software is EXPENSIVE.

Now imagine you are an agency with 12 designers who all need (want!) to move to the latest version of Creative Suite. Even more expense.

Now imagine you are a looking to learn web design and don’t have pots of cash to spend on the industry standard software. How can you get your hands on a suite of software tools that will help you plan, design, build, debug and deliver a website without spending a penny?

Here’s how.

We’ve compiled a list of free software, mostly for the Mac, but with a few exceptions where absolutely necessary! We’ll take you through the process of planning, completing and delivering a project, and what free software is available to you at those stages.

Be sure to add your comments below and let us know of anything we have missed.

Messaging & Communication

For email on a Mac, Apple’s Mail application is pretty faultless. Good alternatives are out there for free such as Thunderbird from Mozilla, but the trainable Junk Mail filter in Mail and recent improvements in handling multiple accounts keep it head and shoulders above any competition here. Integration with iCal and Apple’s Contacts application add up a pretty solid messaging suite.

Apple’s Mail is also great at handling RSS feeds, but if you prefer a separate RSS reader then try NewsFire RSS. Designed squarely with the Mac in mind it allows you to organise multiple feeds into neat, manageable views and label your feeds according to pre-determined criteria.

If you need an instant messaging client then look no further than Adium. With support for a wide choice of account types, regular nightly builds and the latest release being optimised for Snow Leopard, this really is the best IM for the Mac. Don’t forget that Skype still offers a free service and so cost need not be a worry when keeping in touch with clients.

Lastly I’m going to mention DropBox. Not that it needs further plugging, but it is still a fabulous free service that simplifies not only file synchronisation across multiple computers but file delivery as a whole. 2 GB of free cloud storage gets you up and running and the ‘Public’ folder system allows you to provide large files for clients to download, rather than clogging up email with large attachments.

Project Planning & GTD (Getting Things Done)

If your clients are working on PC’s then the chances are you will be receiving emails with Microsoft Office attachments. Fine if you run iLife, but if you don’t you will need NeoOffice. Much like Microsoft Office, this equips you with applications for Word Processing, Spreadsheets and Presentations, but vitally the ability to open, edit and save back to the common .doc, .xls and .ppt format. The latest build even supports the .docx, .xlsx and .pptx formats.

Wireframing page layouts and even the creation of site maps can be handled in the brilliant Go Mockingbird. This online app allows for site mockups to be created with page hierarchies that link to each other, and for completed projects to be shared online. My advice is to secure an account for this app while it is still free.

Mockingbird

To keep you focused on tasks and deadlines we’d recommend a look at TaskMate. It is refreshingly simple to use and its devotees (of which there are many) tend to stick with it despite the increased uptake of more feature-rich, paid-for applications such as Omnifocus.

Another name that keeps cropping up is Xpad. This hugely popular app allows you to create ‘drawers’ for each new project, into which you drag and drop files of any type to keep them organised against pre- defined categories.

If you are on the move and have an iPhone then free apps such as Evernote and Remember the Milk allow for note-taking, as well as images and audio files (in the case of Evernote) to be stored in the cloud for reference later on.

Keeping track of time while you work is made easier with Lumina (recently renamed from iClockr) So simple it barely warrants explanation, but essential if you are to keep track of resource on each project and bill for time accurately and efficiently.

Image Editing & Design

This was probably the trickiest area historically to source really good software for nothing. Not least due to licensing issues surrounding some of the proprietary file formats within design. That said there are still some great products out there if you know where to look.

First off, a free equivalent to Photoshop.

Due to its support online, large community of developers producing regular nightly builds, and not forgetting its feature rich tool set, GIMP (the GNU Image Manipulation Project) is head and shoulders above the rest for image manipulation. Running on the X11 windowing system (be sure to install this first) GIMP offers layers, colour correction, filters and support for a wide array of file formats. Cinepaint, Chocoflop and Paint.NET (Windows) are all also popular options, some perhaps with a more satisfactory GUI, but they all fall short of GIMP’s impressive feature list.

Paint .NET

For vector graphics we’d recommend a look at Inkscape. Inkscape is an open source project that supports the W3C standard SVG (scalable vector graphic) file format. Thanks to the dedication of its community its latest release already supports Snow Leopard happily.

Two other useful additions to your arsenal would also be Smush IT and Sprite Me. Smush IT from Yahoo is a lossless online image optimiser which is fast gaining popularity. Image optimisation is an art form few wish to master, and with Smush IT at hand there is no need. It analyses images and uses the most appropriate algorithm based on the pixel data, outputting very small file sizes without loss of quality. Bundled with YSlow, a plug-in that analyses the speed a page loads, its one to watch. Sprite Me is a bookmarklet that aims to reduce http requests to your server for images, by suggesting where multiple images may be combined into sprites.

ySlow

Coding & CSS

Interestingly enough, two of the most popular coding suites (Coda and Espresso) are very cheap to purchase, compared with the industry ‘standard’ Dreamwea

ver for example. Coda weighs in at around £60.00 and Espresso £50.00, compared with Dreamweaver at around £420.00 for a full version. Good free options are around though, and Text Wrangler is up there as our key recommend. From the people who brought you BBEdit, Text Wrangler features syntax coloring for most popular programming languages, integrates with Python, Perl and even Xcode. You can compare two files and integrate changes, and even FTP to remote hosts. Not at all bad, and with the reputation of Bare Bones software behind them, you can be sure this is a robust and user friendly programme.

You might also consider Smultron as a solution. Though no longer developed, this app has a beautifully simple interface which has the benefit of both a low barrier to entry for newcomers, as well as not being off-putting to veteran programmers.

If you prefer a separate environment for producing CSS then Simple CSS might be for you. Currently only supporting CSS2, Simple CSS provides either a guided interface for CSS creation, or if you prefer you can code by hand with colored syntax to highlight mistakes or invalid declarations.
Coding in the cloud has been much in the news recently due in no small part to the advent of HTML5 and AJAX. Web applications are now able to behave more like their desktop counterparts, and this in part explains the recent release of a number of exciting solutions to coding in the cloud. The collaborative nature of working this way is also appealing as the development community pool their knowledge on projects.

The two front runners seem to be Mozilla’s Bespin project and CodeRun. Both look very promising solutions indeed with the ability to create multiple projects, to preview, compile, debug and deploy projects all from within your browser.

CodeRun

Database developers should definitely give Sequel Pro a look as this app makes MySQL administration simple and quick. Aimed as a straight replacement to tools such as PHPMyAdmin, Sequel Pro supports
MySQL 5 and is fully customisable to suit your needs, from those favouring a simple interface, to more advanced users who wish to hand code SQL queries. An incredible product when you consider it is free.

FTP

Long the preserve of free software, with paid for apps being a relatively new occurrence. FTP applications, like the protocols which they serve have come on a pace in recent years. One of our favourites is Fire FTP, a free plug-in to Firefox which loads a neat little ftp client into a new tab in your browser. Supporting networked shares on your local machine, permissions changes, passive mode and SFTP, Fire FTP is a fantastic plug-in.

fire ftp

Another excellent candidate worth your attention is Filezilla. Built originally for Windows, this might not have the feel of a Mac app, but it has been cross platform for a number of years now and has some classy features that make it a great choice for someone administering FTP on across a variety of servers. Filezilla supports, FTP, FTPS and FTP over SSL so can handle most server requirements with ease.

And for those who might want an app which feels Mac through and through then Cyberduck is still there for you. With recent improvements covering connection protocols for Amazon S3, WebDAV and CloudFront as well as support for Quick Look and Spotlight searches, Cyberduck integrates seamlessly with Finder and is a stable candidate and a fun addition to anyone’s dock.

Debugging & Testing

Perhaps unsurprisingly, the top two plug-ins for debugging sites are Firebug and the Web Developer Toolbar for Firefox. If you don’t already have these, then where have you been?! A great find however is Q Emulator which is an open source, free of charge emulator for running Windows on a Mac. This is crucial for testing sites in IE on a PC and all the other Windows versions of browsers, not to mention the ability to run IIS as a web server if the need arises.

Firebug

For your local web server there is MAMP. It is still unsurpassed as a local testing server running Apache, MySQL and PHP and now easier to install than ever. Previous releases were notoriously troublesome and required tweaking to get services running reliably)but not anymore. MAMP has a very small footprint at 165Mb, comes bundles with PHPMyAdmin supporting version 5.2 and Apache 2.0.63.

Site Promotion

Two good tips here are the Xenu Link Checker and the GSiteCrawler. Both sadly are not the most attractive of applications, and require Windows to run – that said, they do perform their respective jobs very well indeed. Xenu Link Checker is a simple application that crawls a web site from a URL, and reports back on any dead links it finds. It is a great labour saving tool if you are working on a large, link- intensive site, or if you inherit someone else’s project and need to check the integrity of the structure or why specific pages might not be indexing as well as others on search engines. Xenu generates a report of dead links and error codes received, allowing you to quickly correct and run the test again. GSiteCrawler does a similar job for creating XML based sitemap files for submission to Google, Yahoo and Bing. Direct the application at your URL and it will generate a sitemap file for you – simple as that. Apply the appropriate charset based on which search engine you are submitting it to and there you have it. Lastly it is worth mentioning the Webmaster Tools available from Google as a vital part of both monitoring your sites indexing, producing robot.txt, blocking folders, checking incoming links, and much much more besides. Coupled with Google Analytics and Google Intelligence and you can see why the world’s most popular search engine invokes such a fanatical following amongst the development community.

Billing / Invoicing

FreshBooks

Show me the money. Surely this is the most important bit? From the list of possibilities we have drawn up two options. One an online solution, perhaps better suited to someone freelancing at client sites and not necessarily using their Mac at all times. The second is a desktop application for someone working from home, or at least from the same Mac. Our online solution is Freshbooks. This fully integrated suite of tools for creating customers, generating invoices, managing payments, and scheduling regular billings operates from within a browser or via an iPhone. Freshbooks offers a free startup account with a maximum of 3 clients allowable, which might just be enough if you are starting out. If you require more flexibility then Express Invoice is a desktop application that is certainly man enough to get you up and running as your own ‘accounts payable’ department. All without putting your hand in your pocket.

Super charge your browsing

As web designers and website owners we spend a lot of time working within the web. Discover how you can streamline your browsing experience with launchbar and quix.

Apologises for the rather unprofessional video (with the wife wandering around in the background). However, as this is not strictly about web design and so therefore not strictly a boagworld official post, I thought I could get away with it!

Install the Quix bookmarklet now

Download a demo of Launchbar

Why you will regret using Vimeo.

You better watch out, you better not cry, you better not pout, I’m telling you why… vimeo will ban you.

I was sitting enjoying some mulled wine and a mince pie when my iphone beeps with an incoming email. I debate as to whether I should check it. After all I am on holiday. Surely it could wait. However being the workaholic, I had to check.

Bloody good job I did.

The email read as follows:

We see that you are using Vimeo for uploading commercial content.

We’re sorry, but as stated in our Terms and Conditions of Use, on
our Community Guidelines page, and on the upload page itself, Vimeo is for noncommercial use only, and we cannot host this content for you. Please take 24 hours to move your videos to another hosting service.

My immediate reaction was disbelief. After all I had read their guidelines which state:

You may not upload commercials, infomercials, or demos that actively sell or promote a product or service.

I didn’t believe any of my videos fell into this category.

My second reaction was ‘crap I only have 24 hours to sort this out. There goes my relaxing evening’.

Update: I have since been able to negotiate a week to sort out my hosting.

I quickly fired off an email asking for clarification:

Could you please clarify which video you feel breaches your terms and conditions.

After a reluctance to make it clear which videos were the problem, they finally came back with this list. (note I am in the process of moving these videos elsewhere).

Now I could possibly understand their position over the ecommerce sales post. Although it was intended to demonstrate good practice in ecommerce, it could be seen as a case study and so a sales tool.

However, the other three include a review for a firefox plugin and two that provides marketing and sales advice.

Excluding any talk of commercial products

Apparently Vimeo does not just wish to exclude content that is commercial in nature. They also wish to exclude content that relates to commercial subjects.

My understanding is that Vimeo are excluding:

  • Reviews of commercial products (even by third parties)
  • Advice that could be applied to a commercial organisation even if it could equally be applied to a not-for-profit.

However, them blocking 4 videos was the least of my problems.

The most insane bit of all! No player if you have ads

But that is not the end of the story. They also ban the use of their player on any website that includes an ad of any kind (even Google Adwords).

Their guidelines state:

You may not upload videos containing ads before or after the video, unless given prior written permission from an authorized member of the Vimeo staff. Videos with any advertisements in them, including links to commercial sites, regardless of content, will be removed.

My videos do not contain ads. However, the site does and that seemed to be enough.

This means that although they are only deleting the four videos above, I cannot even embed a video from Vimeo because I have ads.

Here is what Vimeo wrote to me:

Vimeo players cannot appear on domains running ads, its a decision we made in the beginning and have been going back and forth with allowing or disallowing it, but so far we cannot allow it unless it is with one of our partners. What keeps Vimeo different is it’s content enforcement, which in turn helps foster a nice and caring community.

Let me be clear. I am not just talking about videos I create myself but any video produced by anyone. If you create a great video and host it on Vimeo, I cannot feature it on Boagworld without breaking their terms and conditions.

Surely this is insanity!

A hit and miss affair

It would seem these problems are widespread. When I tweeted about the email from Vimeo Paul Annett referred me to this post he made in the vimeo forum.

In the post he points out that Vimeo seem to quietly ignore high profile websites that break their guidelines. He also asks Vimeo to clarify their position on commercial content.

Vimeo replied with this gem:

The content policy on commerciality is largely based on intent. We ask our users to ask themselves this question: “are you uploading these videos to make a profit?” if the answer is yes, then it most likely won’t be allowed on vimeo.

You really can’t get a lot more wooly than that. I was certainly surprised to discover my content was consider commercial as I did not see it that way myself (and still don’t). Ultimately what matters is what Vimeo thinks not what I believe. And the statement above certainly makes it no clearer how they judge.

Throwing away money

What astounds me about this is that I am paying client of Vimeo. Obviously, I will now be cancelling my account. However, if they had offered me a business account then I would have taken it. I would have gladly paid to avoid the hassle of moving all of my videos.

However, Vimeo seemed more than happy to lose my business and actively ignored any appeals to ‘come to an arrangement over payment’.

A final kick in the teeth

After becoming increasingly frustrated by the email correspondence with Vimeo I eventually decided to download all of my videos and host them elsewhere.

Unfortunately I discovered that several of the videos were impossible to download. I asked for help and was informed that this was a known bug. However, they had no intention of holding off blocking my website from playing Vimeo videos.

Fortunately I had backups of all but one of the problematic videos. However, that isn’t really the point!

The bottom line

So the bottom line is this. Don’t host with Vimeo whatever your content. You cannot guarantee how it will be perceived by Vimeo and if they do take exception to it, there is no upgrade path.

Read what lessons can be learnt from my experiences with Vimeo

194. Focus on User Tasks

On this week’s show: Gerry McGovern talks about user tasks, Colin Firth discusses content and we have a review of Powerpoint alternative – Prezi.

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News

iPhone developers are stupid

Over at Quiksmode PPK has managed to get himself into some trouble with a provocative post entitled “Apple is not evil. iPhone developers are stupid.

He had to quickly follow up with a second post in which he wrote:

I was wrong about Web apps being able to replace native apps right now. I was wrong about the iPhone developers’ mindset. They aren’t stupid.

Personally I couldn’t care less whether iPhone developers are stupid. What I am interested in is his comparison between Native iPhone Apps and Web Apps.

As you may have heard, Headscape recently had a fun few days playing with the iPhone developer kit. Like most developers we are interested in the platform. However, after reading PPK’s posts I am not sure whether we should be looking at Native Apps, but instead be focusing on the web.

At the end of the day Headscape are web developers. We know how to build using HTML, CSS and Javascript. Our developers are clever chaps but the learning curve in iPhone development is fairly steep.

Mobile Safari on the other hand, is a great browser that allows us to use some pretty advanced techniques. Combined with the APIs available to web apps, it is possible to do a hell of a lot. What is more the iPhone is going to open up even more APIs soon.

Of course, as PPK admits in his second post, there are limitations. The biggest of which is the lack of exposure in the app store. However, in many cases this is not a massive hurdle especially if the application is designed to support an existing website.

What PPK has done in these posts is challenge the perception that all iPhone apps need to be native. If you are a website owner or web designer, look at web apps before rushing into the time and expense of a native build.

Ways to tell a good story

Story telling is an extremely powerful way of communicating. Stories allow us to remember complex ideas and help us to associate and empathise with situations. A good story will draw us in and engage.

As a result stories have a lot of potential to be used in web copy. A story can encourage a user to buy or help them remember your brand. A story can convince users of the worthiness of your cause or ensure the reader does not forget your site.

However other than case studies, few web designers or website owners use stories to communicate.

Pro Blogger has recently published “14 types of stories you can tell on your blog.” However, I would actually argue most of these can be told in any circumstance from a sales pitch to a corporate website.

It’s an inspiring list that contains all kinds of approaches to story telling, which will help you better communicate with your readers. It is certainly worth checking out.

Frequently asked questions that are not so frequent (or questions)

Does your website have a frequently asked questions section? Most do. In fact the FAQ section has been around 26 years! It first started on newsgroups to avoid newbies constantly going over the same old ground.

However, according to a post entitled “FAQs. Supply questions but no answers” just because something has stood the test of time does not always mean it is still a good idea.

This post is actually a very convincing argument against the use of FAQs. The argument is two fold:

  • Most FAQs are not frequently asked questions at all - They are either a list of questions that the site owner wants users to ask, or it is an area to put content that does not fit well elsewhere.
  • If they are real FAQs then surely those questions need addressing – The author argues that if a user is repeatedly asking the same question then we should make the answer more obvious. He uses the analogy of running a corner shop. If people keep asking where they can find the butter, surely you would move it to be more visible?

Although I do not believe that the arguments presented in this post are always true, I do think the basic principles are. Too many FAQ sections are nothing to do with meeting the needs of users and even when they are, there would be more effectives ways of doing the same thing.

If you use FAQs, it is time to closely examine whether they are actually the answer.

Learning from Video Games

I have spoken before about looking beyond the web for inspiration. In fact just recently I wrote a post on poster design. However, one area I haven’t mentioned before is learning from video games.

I know this is an area where a lot of UX designers are very excited. A recent post entitled “6 Things Video Games Can Teach Us About Web Usability” shows us there is much to be learnt from video games.

The six areas the post discuss include:

  • Users have no patience – Video game designers struggle with users dislike of loading screens while web designer fight to ensure web pages load quickly.
  • It’s all about the experience – Creative interaction and engagement is more important than eye candy. Something that many web designers could do with learning.
  • Progressive enhancement is good – Video game consoles make use of high definition TV and surround sound systems but do not require users to have them. This is the same progressive enhancement we should be seeking in our websites.
  • The need to minimise the learning curve – The instruction booklet for games is becoming increasingly rare. Video game developers know that users do not want to learn, they want to play. So instead they use tutorial levels to easy users into the action.
  • Keep the interface simple – Nobody wants to be confused about where they are or how to get out of the location they are in. This is true whether in a computer game or on the web.
  • Don’t rely on graphics alone – A game with pure eye candy and no functionality will not last long. In the same way on the web, functionality and content needs to take priority over design.

Actually, I think this list could have continued on. The parallels between game design and web design runs deep. However, this is certainly an inspiring list that is worth reading.

Back to top

Interview: Gerry McGovern on User Tasks

Paul: So joining me today is if I’m honest, a little bit of a web design hero to me. A guy I have mentioned many times on the podcast and referred to his work a lot… So joining me today is Gerry McGovern. Good to have you on the show Gerry.

Gerry: Thanks very much for inviting me on Paul, it’s a pleasure.

Paul It’s really exciting to have you on because, as I’ve said, I’ve mentioned your Blog posts and various other bits and pieces of your writing quite regularly on the show. I’m amazed that we haven’t gotten you sooner, but I’m glad we could make up for it now. I’m wondering would you mind starting off by maybe telling our listeners a little bit about who you are and what kind of stuff you do.

Gerry: Ok I’m Irish, I live in Ireland but I kind-off travel the world and I’ve been involved in the web since 1994, very, early on I was a kind of looking for something to you know, uh, I kind of tried all sorts of jobs and I was kind of watching out for this opportunity that uh, I could really get hold of and, uh, the first time I saw the web I thought this is gonna, this is gonna change the world. When I was a young kid I grew up in a small farm in Ireland, and we used to, I used to love to watch the westerns, because there was this enrage of kind of going out west where I lived there were no opportunities and there was very little you could get out of life and I kind of envied this sense of people going out into these new territory, I made a promise, and I said, If you ever see those wagons going out west, you get on them… and the first time I saw the web you know even though it was the very early days, there was this real sense of this is a new world and even today, you know sometimes you get bored or stressed out but I still feel were in the middle or beginning of this whole revolution, you know.

Paul: Yeah.

Gerry: You know, basically my background had been in writing and journalism and marketing and that area and I came to the web from a content point of view, than I suppose from a technical or a classical design point of view and very much that’s how it evolved and very much from initially the content but I realized at some stage I don’t know very much from initially the content but, I realized at some stage, I don’t know… maybe in early 2000 that it had kind of giving a website to a communicator was like giving a pop to an alcoholic.

Paul: [chucking... laughing...]

Gerry: You know… and these websites were just going massively out of control. You know, I tend to deal with a lot of big organizations like you know, the Microsoft’s of this world.

Paul: Yeah

Garry: And I saw… this pump of stuff and I realized that managing the content wasn’t the solution to really getting a successful website, so essentially what I began to really focus on was this concept of task management, that it’s not about the design, it’s not about the technology, it’s not about the content. That the web really is about the task so that’s a quick synopsis.

Paul: Yeah, I mean that’s, that’s really interesting because when I first came across you I got the impression that you were someone really focused on usability and I remember that we had a very brief conversation a while back and it surprised you that I viewed you like that because you view yourself more as someone from a marketing background so it’s interesting to see how your career has evolved I guess, and how your interests have changed over the time.

Gerry: Yeah, but you’d be right, you know, a lot of what I end up doing I suppose it’s a different form of marketing. Traditional Marketing is often seeing is getting people to do things but I think web marketing is about helping people do things. like if you’re doing good web marketing and that’s very close to usability.

Paul: Yeah, very much so. Now you talked the fact that you tend to work on you know, large websites, you said the Microsoft’s of this world and those kinds of people and that has a lot residence to me in particular because we work on large institutional websites and so I was just interested. I know that a lot of the people that listen to this show actually work for large organizations like that and I’m interested in what your perception is in terms of the biggest challenges that are faced by these larger institutions that have huge amounts of content and big spawling websites. What are the biggest mistakes they’re making?

Gerry: I think Paul, the biggest mistake is lack of management, uh… most websites aren’t really managed when you really dig behind, you know the names and titles, they don’t have clear lines of entirety they don’t have clear lines of responsibility there are people who are told that they are in charge of the website but they aren’t really.

Paul: Yeah.

Gerry: You Know, because if some powerful force within the organization says I want my own site on a sub-site or I want it done this way, you basically have to because, you know… the web has not a… kind of earned itself up the table of management and that is a particularly dangerous scenario to be in the larger the organization becomes, because you know… I was saying earlier the Web is… a Website is really a series of tasks and there are thousands of tasks within an organization potentially, most of them minor but I count the tiny tasks.

Paul: Yeah.

Gerry: But there is very few top tasks that are critically important to the functioning of the website and what I find is large things, they are kind of being nibbled to death by the tiny things.

Paul: Yeah, I know completely what you mean that makes a lot of sense, so how do you… I mean how do you deal with that problem. If you’re working within a large organization, maybe you’re the person that’s responsible for the website supposedly, but you don’t have that level of power. I mean what’s the solution.

Gerry: Paul it’s evidence, evidence, evidence.

Paul: Right.

Gerry: And one of the core realizations or the big breakthroughs I had… and I don’t know when I had it… you know, like most breakthroughs it was probably as a result discovering something else, somebody else was doing or you know an accidental process but… um… it was that everything affects everything else and people think if I add a piece of content, if I add a web page, if I you know… It’s just another page… its not… it’s going to do something positive and it’s not going to do anything negative and the breakthrough I had was showing cause and effect, that it kind of… yeah a low-level task content connected with it can every time you add a new piece of content you at least added one link to the architecture.

Paul: Yeah.

Gerry: You at least added one link and you added one more search result that comes true and each one of those links and each one of those search results is like another sign post that can send somebody in the wrong direction.

Paul: Yeah.

Gerry: if they’re trying to do something important and each piece of old content and link has got to be managed. Because if it’s not managed, it will go out of date or loop is relevance and if it stays on it will create even more damage. So I found that getting people to believe that everything you do has three impacts. It impacts the navigation, it impacts the search, and it impacts the manageability of the website, but also that small task and small content has every bit of chance to impact the efficiency of a
top task and one of the best examples out of that is working… I did… I haven’t worked so to speak directly with Microsoft Office, I’ve done a lot of work with Microsoft Websites over the years but a lot of Microsoft Office people have been at my classes and workshops and and stuff like that and they… they… uh, were kind of coming to this approach, you know they were coming from a number of different backgrounds, but you know… I think I nudged them along the way to this concept of top-task management and they’ve had a lot of success because of it, certainly the last six or twelve months and one of the examples that came from Excel was hundreds of thousands of people were coming every week or every month looking up how to add or to sum numbers uh, in Excel. Basic Task hundreds of thousands of people and hundreds of people would want to know how to do the in sum function which is a very complicated mathematical function so people would search in the excel website or either search in excel itself and often times the search Add or Sum Numbers and maybe the third or fourth result or maybe the fifth or sixth would be the in sum function and very significant numbers that people would actually click on that because it looked like sum but it had nothing to do with Summing or Adding Numbers. So excel realized, and this was happening in loads of areas like people wanted to print, Address Labels so they would end up some of them, thousands of them, literally tens of thousands of them clicking on the address function and this was just in one tiny area so what they did ultimately to solve this problem is they got rid of all the function pages and they put them all together under a page called Mats functions so when you searched in Excel anymore for Sum or Add or Print Address Labels you never found any address or in-sum functions but they really made that, you know, sum numbers was the top result. So what happened was people were now finding the top task and were not in anyway getting confused that a search result, a kind of looking a bit like sum numbers, that you know, they might click on and as result of that there, and other such initiatives for the first time in many, many years their customer satisfaction figures significantly started to grow because they made it easier for people to do the most important things and more difficult to do the least important things because often the least important things have a kind of neither words or connections that somehow could confuse someone into thinking that Oh I’m actually a top task when the reality is they’re not.

Paul: Hmmm… I mean it reminds very much of the book, Laws of Simplicity that talk about, you know, the need to remove and to simplify and to hide away those more minor tasks, and I mean that’s the thing that strikes me quite a lot. Organizations don’t have really have really anybody who is responsible for removing content.

Gerry: No, No, and see if you are measuring so, we’ve created a number of processes or methodologies, one connected way, identifying your top task in a defensible manner, but the other is to measure the efficiency of the top task and if you can show as, as, as, excel we’re ultimately able to show that a minor task actually impacts a top task. That this page may have two people that are satisfied with it but it has two-hundred people that are annoyed with it. So your measuring, satisfaction and dissatisfaction but your showing how because people say it’s only another page it’s only another update, why do I have to update but if you can somehow show some sort of impact that this content is having on something that is critically important to the functioning of the organization like a book of life. I think every website has a Book of Life, every website has a Book of Room It just doesn’t know it, you know… but every website has it’s… what I call, it’s super-tasks and we’ve done work with these um… agencies that are supposed to help international, or national agencies that are supposed to help grow and export and we did it in four of five different countries for four… you know… coincidently four or five national agencies, one in Scandinavia, one in the U.K., one in Ireland and one another country and the overwhelming top task was Am I eligible for funding? these companies had wanted to grow and export, and their first and foremost thing was I’m thinking of taking on a new marketing manager for the German market, can you give me any help funding?

Paul: Hmm…

Gerry: Number 1, funding and support. So there was this overwhelming super-task that came up but if you looked at these funding agencies websites the ability to find and discover the answer to the question, Am I eligible? was extraordinarily difficult, just like on many university websites today the ability to find a course to find a subject.

Paul: Yeah. [chuckling...]

Gerry: And wouldn’t you think Paul that’s an absolute no brainer.

Paul: Yeah, I know it just amazes me, you know I did a talk quite recently called, The 10 Harsh Truths about institutional websites. and talking to HE Sector and I just went on and on about the course finder and the fact that you cant find this thing and the fact as well, the other thing that really interests me as they’ve taken to calling their courses programs now, which is a term that nobody knows except internally within their organizations… it’s very bizarre.

Gerry: And Actually you just reminded me, I downloaded your… you did a bit of a report on that didn’t ya.

Paul: Yes, Yes.

Gerry: I have that in my folder to read so if you see a new thinking coming up over the next, I’d definitely cork it because it some I mean it’s extraordinary but I think in ten or fifteen years we laugh and say, it didn’t even… I mean it was so obvious how come for ten years they didn’t do it and I think it’s always internal pressures.

Paul: Yeah…

Gerry: You look on all these e-grads and schools and they don’t want too actually. I’ve heard people say… senior managers in universities say it shouldn’t be easy let them… you know… let them be hassled…

Paul: [laughing]

Gerry: Literally… It’s extraordinarily and they’ll pay the price.

Paul: Yeah

Gerry: For That, because I think at core a lot of this Paul has to do with… the web reflects a new society where customers are in control, much more in charge and as I say on the web the customer isn’t king the customer is dictator.

Paul: Hmm… Yeah

Gerry: and if you don’t meet, if you make it difficult for the customer, they’ll leave… they’ll just go somewhere else…

Paul: Yeah.

Gerry: and it really doesn’t matter how many many hundreds of years your around or if they’re really really that if your Oxford if your a few of these absoulutly super brands you know that have extrodinarly pulling power but most organizations are not they’re not in the super league of brands, they’re down in the preparatory league or in the championship and if they piss off the customer they lose the customer.

Paul: Yeah, yeah completely. What I like about this whole thing you’re talking about with top tasks is that it can apply to any size site. You know it doesn’t matter what site your working on, there are top you know kind of user tasks that people are wanting to complete. What I’m quite interested in is how you go about working out and defining what those top tasks are. What’s important and what’s not? What kind of methodology do you use?

Gerry: Ok, good question. Basically something I’ve evolved over the last 7 or 8, 9 nears. It begins where you say, let’s look at everything that exists connected with this website from the point of view of words right. A nice starting point is often the H was that index, if it doesn’t you take level 1 and level 2 of the architecture so you begin to dump all this stuff into a spreadsheet right, you know we’ve got a number of columns but at a basic level it’s a single spreadsheet, right? You’d also look at search terms, you’d look at most visited pages, you’d look at help desk inquires, you’d look at competitor websites. You know we did a big project for NHS Choices and where we went there was we also went out to the Google AdWords tool because you know, where there’s a lot of public search according for these tasks you can often discover how people are searching, not just for your website but searching the web in general for this sort of stuff. So there’s a broad sweeping course, now usually this takes 6 weeks to do.

Paul: mhm

Gerry: Initially you’d start off, you’d have this massive list of stuff and there’d be loads of duplicates and you know when we did it for NHS there was, we’d have come up with phrases like you know, women, women’s health, health of women, and stuff like that and book an appointment, and woman’s health and health of woman and just appointment reminders, and all sorts of almost identical, semi-identical ETC.

Paul: Right. Yeah.

Gerry: Gradually, we’ve developed this intricate process where we iterate it down and things that you want to get rid of are organizational unit’s needs, the tool needs. So we’ve done a lot of work recently for large IT companies, big, big American IT companies and they love their tool needs. So it might be the sunshine finder, crazy needs you know?

Paul: haha

Gerry: You know what I mean, if you absolutely didn’t know, you wouldn’t have a clue what it did.

Paul: yeah.

Gerry: So what we’d say is What does the tool do? and that’s an extremely difficult process for a lot of people to actually deal with because they’re so used to saying well it’s The Bla, Bla Tube or it’s The Bla, Bla unit of the organization. So we force them to say, no, no, no what does it do? What can the customer do here? and sometimes there’s two or three discrete tasks.

Paul: Yeah.

Gerry: So we get rid of all sorts of organizational names, tool names, and we bring it down to actually task needs. So with the NHS Choice it was Book an Appointment Online, Basic Facts about a Disease and Condition but there was one super task that emerged and we got this about 2 ½ thousand people voted. We’ve got this technique which shouldn’t work right.

Paul: [chuckling]

Gerry: But was discovered by accident and literally what we do is we bring the list down to one-hundred or less.

Paul: mhm

Gerry: Well, found over the years and tested at all sorts of levels but found at a hundred or less, somewhere in between 70-100 and we literally give that list to people in an online environment.

Paul: Can I ask who you’re giving it to? Are you giving it to internal stakeholders or users?

Gerry: Good Question. We give it to both but we give it separately.

Paul: Ok.

Gerry: So we give it to both groups but separately right. We made sure with NHS Choices that we got the general public, you know we got an appropriate proportion of the target audience. So Nurses, Carers, People from North of England, South of England, this is NHS Choices who actually only deals with England, it doesn’t really deal with Whales, Scotland, and Northern Ireland so it was the English Population. So you need to be very, very careful that you get a representative sample of your population because otherwise this is a journey of facts not opinion right? So you need to get a minimum of about 400 people to vote but NHS Choices we got thousands, right?

So basically to get this long list, right. If you talk to any professional survey company and we’ve had some of the biggest survey corporations in the world literally try to go to senior management in big organizations to stop us. Because, they might have been scared in some degree of us getting in on their account.

Paul: Yeah.

Gerry: But, then what they said was this won’t work. There’s forty years of research that says this won’t work but we’ve got 70,000 people in fifteen countries and loads and loads of good, solid revenue deliverable results that shows that it does work. This big long list and I can only chose the five most important to them.

Paul: Ok.

Gerry: and then they have to vote.

Paul: Right

Gerry: They’ll choose randomly, but we don’t. We don’t even give them the list alphabetically we give the list randomly which makes it even harder.

Paul: Ok.

Gerry: But the model of how this works. Someone once said to me it’s a bit like the cocktail party model in psychology. The story of the cocktail party is you’re at a cocktail party there’s loads of loud noise and you hear your name being spoken from the other side of the room. Now, you didn’t hear anything from the other side of the room until you heard your name.

Paul: Yeah.

Gerry: And I think what happens is why this works, you come to a website already with your tasks.

Paul: hmm

Gerry: So, you’re scanning this list and even though you don’t know it you already have your top tasks so what happens is, what really, really matters to you jumps out from that list.

Paul: Yeah.

Gerry: and what doesn’t matter doesn’t jump out. Now, when we got people to vote here is the classic model of what happens. If we’ve got 100 things on the list and we’ve done this universities, business, financial. Typically what will happen is 5 tasks will get 25% of the vote.

Paul: and why is that?

Gerry: They’ll get And this happens again, and again, and again whether it’s students, old people, young people, Americans, Doctors, Engineers, people going on holiday, right? These same patterns keep coming up again, and again, and again. So five tasks will get 25% of the vote and the bottom 50 tasks will get 25% of the vote so the top 5 tasks will get as much of the vote as the bottom 50.

Paul: Yeah.

Gerry: In most situations.

Paul: Right.

Gerry: so that gives tremendous clarity. Now the top task might have a vote of 2 ½ thousand, right. So the number one task. So people have voted 5, 4, 3, 2, 1.

Paul: Right.

Gerry: The bottom task might have a vote of seven.

Paul: Right [chucking] yeah

Gerry: There’s a big so that gives you and the list then becomes a league table. The list is very powerful because now you’ve got a kind of the tasks within your organization, right. That everyone has contributed too, so you’ve made sure that everyone got their say and then they all signed off on the task list and then they got this priority list and from that you can start building the narchitecture. So what we do then is we’d start building the narchitecture and all the classification downwards from the top tasks.

Paul: Yeah.

Gerry: So, you’d be arc and we’d put in some rules and say you can only create new classes within the first 20 tasks.

Paul: Right.

Gerry: So that you cannot introduce a new architecture a new classification below the twentieth.

Paul: Right.

Gerry: So what it does is it creates an architecture based on the top level tasks.

Paul: Right Yeah.

Gerry: And forces the lower level tasks into that architecture. Some of them won’t fit but as I say it’s tough in the tail.

Paul: Yeah. So you’d almost remove those lower tasks.

Gerry: Sometimes you would. Now if they have to stay they would end up being at level three or level four or level five of the classification.

Paul: Yeah.

Gerry: They’re forced down. They are either forced out of the environment or they are definitely forced way down the architecture and the architecture becomes architected from the top-tasks point of view.

Paul: All right. That’s so interesting and I think that you know that kind of approach could even be applied on a smaller scale to you know, cheaper budget websites that maybe don’t have the kind of budget that you’ve been talking about but I think that principal of identifying those top-tasks and prioritizing them is just so important and so often doesn’t happen. I mean my impression is that so many organizations go What do we want to say? you know, What material have we already got produced let’s shove that online and they’re not approaching it at all from the kind of user prospective, the user tasks or what tasks the user is wanting to complete. So yeah, absolutely brilliant. Before we wrap this up I just want to change direction entirely on you just for a second because normally every time you post something I sit there and I find myself nodding in agreement and agreeing with everything you write. And then recently, you wrote a post that hurt me to the core Gerry. [Chuckling] Well it didn’t really. I didn’t disagree with it actually but I wanted to bring it up. You wrote a post, The best websites are ugly and it felt like I was listening to Jacob Neilson being channeled through you. Um So I thought tell us about that and what spurred that particular post.

Gerry: Yeah and isn’t it interesting that we talk about this just as IKEA has announced their change of font.

Paul: Yes!

Gerry: And I think what it is, is it’s almost to shake up the world of design and say we are much too concerned with how the website looks, right? Of course it’s important but every time when I do talk to communicator’s or designers or whatever they’re in love with their website. It’s like it’s something very sensitive and the customer doesn’t care nearly as much about it as we think they do. I was reading today, this designer was almost crying about Ikea saying, They are going to ruin everything they’ve done since the 1940s it’s going to be ruined. They’ve destroyed their brand and you got to say Get Real. Ikea’s are successful not because of a font. They’re successful because they make affordable stylish furniture, you know.

Paul: Yeah.

Gerry: And it kind of I use that word ugly not really meaning but kind of saying, Get Real. What makes the website successful is the craigslist’s or the YouTube’s. Have you noticed that most of them started off extremely ugly. Extremely basic but now as they mature and as they go into maturity it’s a bit like the Ford T as we get all these usability things sorted ETC. We will move into a world where we’re still probably 5-10 years away from it. The sense of the small things have become very-very important.

Paul: Yeah.

Gerry: But Right Now, Right Now we need to make the website work. We need to the get the customer in and out as quickly as possible. We need to make it as simple as possible and we need to be useful. And too many in the design world, they are not focused on use. They’re focused on You know you can almost see they’re not really being designed for the customers. They’re being designed for peers within the design community.

Paul: Mhm.

Gerry: You Know, to win a awards which is almost the worst thing you could do for a good website. How many great websites have ever won an award?

Paul: Yeah, no it’s a very fair comment. And you know I come from a design background and design is extremely important to me but, I fully except what you’re saying in you can’t put the cart before the horse. You need to get the usability the user experience right, and then you can add on you know the design comes afterwards. Sometimes you spend so much time tinkering with the ascetics of the site while there are major usability problems that need addressing first. You know design I believe very passionately that design has this very powerful emotional connection with people but, you know, you can connect with people on an emotional level but if they cannot use your site then that’s a waste of time. That sounds like the kind of thing you’re getting at.

Gerry: It sounds and Paul I think you know you are. We’ve got to bridge the gap or break down the barriers that say design is visual.

Paul: Yeah. Oh Yeah.

Gerry: You know design is you know, Whatcha call the guy who does the wonderful vacuumed cleaner Dyson.

Paul: Yeah.

Gerry: You Know, he makes beautiful products doesn’t he?

Paul: Mhm!

Gerry: And he came out there about six months ago, he says we gotta, I was really complaining about how in England manufacturing and design. You know was really championing design and how so much of it you know manufacturing shops and the great engineers and designers were disappearing in England. But he saying that this visual design is a 20th century or a mid 20th century conceit. Great designers have been hijacked almost by surface design and that you Paul, everything you do why should design be separated from usability? Why should it be?

Paul: No Completely.

Gerry: Everything you do and everything I’ve read and seen about you, you’re as concerned about usability.

Paul: Mhm.

Gerry: As the designer should be just as concerned about the use of the product as with the look of the product. Why the separation. So we’re in this phase now of the web, it’s like the early days of car manufacturing or whatever. It gotta bloody work.

Paul: [chuckling]

Gerry: Because, the early cars you almost had to have an engineer with you.

Paul: Yeah.

Gerry: You Know In driving, because they broke down so much. There was so many things that went wrong and we’re kind of in this early phase of explosion. The bloody thing gotta work.

Paul: Yeah.

Gerry: and we love Craigslist, and we love YouTube’s and Twitters because they were actually useful and they worked but I think in a way it’s bringing design. I think design was hijacked by clever physiologists.

Paul: Yeah.

Gerry: That said it looks beautiful pay us more.

Paul: [chucking] You Scenic, you. [chuckling]

Gerry: Well, I had a very interesting conversation with, this may be rambling on a bit. I was getting me haircut this morning. Kind of a traditional barbershop I was walking by and said, God I need to get my haircut. I was sitting out, we just sat there chatting and the barber says to me, I always talk about the weather in Ireland first, and then we were just talking about the recession because Ireland got really hit hard.

Paul: Yeah.

Gerry: and he says I think that the recession will probably be the best thing that ever happened to Ireland because he says You can see now that prices are really beginning to come down and people are beginning to become much more focused on value. And he says, You Know, The Irish consumer is very brand loyal. If it’s kind of not advertised on TV, they don’t want to buy it right. Aldi and Lidel have had a very hard time getting hold in Ireland but now they’re beginning to really catch, a lot more people visit them and he says IKEA have just started ETC. I think what he said was extremely important and you know what, in that world you almost say the lack of sophistication = brand loyalty. Because the Irish customer was not that sophisticated. I mean as much as I love Ireland and everything like that Ireland has a kind of modernized in the last 20-30 years in some ways we were extraordinarily modern in literature ETC.

But in our buying habits I think we were exploited by the big brands because if you advertised in Ireland you could, 20% more than what you were getting in the UK for the exact same product. That has been known for many years but yet, Irish customers continue to buy the brand because the brand was advertised and I think what has happened in Ireland with the recession and with the web is that the Irish customer and other customers have a kind of woken up and says, No you cannot charge me an extra 20% more because it’s just a brand. In the since that the brand became the advertising.

Paul: Yeah.

Gerry: The Brand needs to return to, it’s a beautiful product, it’s got great materials, it’s well engineered. The brand is more. So me and you, our job is not the surface of the website it’s the whole website.

Paul: Yeah, Yeah. I completely agree with that. And I think that’s probably a really good place for us to stop even though I could continue this interview forever. Thank you much Gerry for coming on the show that was really interesting stuff and I think it kind of gives a different perspective on things because the size of projects you work and because the type of projects you work on. I think it’s been very valuable. Thank you very much for your time.

Gerry: You’re very welcome Paul, Thank You.

Thanks goes to Nick Frandsen for transcribing this interview.

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Listeners feedback:

Content is King

Colin James Firth, Head of Design and Digital at Citypress PR agency shares his thoughts on the role of content.

If ‘content is king’ then the designer is like the King’s tailor – there to make the King look fabulous without taking any of the limelight for themself.

That doesn’t mean, however, that the designer’s job is any less important. How seriously would people take the King if his suit was poorly made? It has to look good.

I’ve been a designer for 15 years and I started out with a very unhealthy obsession for aesthetics. It was always about how good, or trendy, or innovative a design was. Making it readable was just an irritating request from the copywriters.

Thankfully, I soon realised just how important content is and began to change the way I worked to suit. And quickly went from being obsessed with immitating every fashionable design going to really thinking about how messages should be presented. Which is pretty important, really, because the message is usually conveniently encapsulated in the copy – which should make it a lot easier to choose the right design style.

It sounds obvious now.

But I still see bucket loads of designs that don’t do the content any justice because they ignore it and go off and do their own thing.

They end up giving conflicting messages – weakening the overall effectiveness of the piece. I’ve seen many ill-conceived designs that probably damaged the brand that the designer should have been going out of their way to enhance.

The problem is, a lot of designers have a gaping hole in their CV that leads to this misunderstanding about the importance of content. They’re missing experience of working with copywriters.

I’ve been really lucky to have worked with loads of copywriters over the years. There’s one who I’m still in touch today – who incidentally gave me a lift to my first interview for a design job.

He’s very talented and I learned a great deal from him. He’s very passionate about words – and grammar and punctuation – and it he had a positive influence on me very early on in my career.

These days I’m part of a small – and very active – design team supporting a very large and knowledgeable group of content people. We are a PR agency, so you’d expect a lot of writers! But the crucial thing for us is as an agency we seriously care about the quality of the content we produce for and on behalf of our clients. It can’t help but make a positive influence on our designs.

So what can a copywriter teach a designer? Actually, a lot. A good writer will have done their research for a start. So the copy they’ve written should be looked at as an integral part of the design brief.

It should tell you in black and white how you should approach the design – regardless of whether it’s online or for print.

Copywriters also tend to know how to spell and, vitally, how to use grammer properly. If you’re a designer and you doodled through English lessons at school, you should do all you can to catch up on your grammar and spelling. A miss-placed apostrope or hyphen could change the entire meaning of your piece. At which point you’ve failed as a designer.

It also makes proof reading much easier because you’ll actually know what to look for. Trust me when I say copywriters think dimly of designers who drop errors into headlines and don’t clean them up before passing the design back for checking. Learn from copywriters and you will end up with fewer mistakes in your designs as a result.

Even so, after all these years, I still find it a challenge to get the best out of the copy – maybe it’s the pressure of not mucking up the message. But I’m comfortable with that: setting high standards for the design with content taking the lead just adds to the challenge. Which adds to the fun. And design should be fun and challenging.

I really hope that gives some comfort to any designers who are afraid they’ll relinquish some kind of power by embracing content.

Copywriters aren’t totally perfect though. The big thing is that they tend not to be able to visualise their copy in situ while they are writing it. Certainly not in the same way a designer can.

I’ve often been frustrated that copy isn’t fit for the purpose of the design (the writers here do a great job by the way).

The classic one we’ve all had is when there’s too much copy. But there are new challenges – the online world is creating new rules for writers all the time; keyword optimisation and meta tagging are relatively new concepts for copywriters, as is the importance of micro-copy to usability.

Designers have a responsibility to appropriately present the message, but copywriters should be learning too. And to that end, if you’re going to learn from a copywriter, the learning process should be as mutually beneficial as possible.

Don’t expect too much, though. Copywriters are just wired differently and their primary focus should still be on what they’re absolutely best at – figuring out the right message and skillfully organising the words.

So, as a designer you should take the lead. The ultimate responsibility for the message carrier – which is your design – lies with you.

So, as well as befriending a good copywriter, what else can you do?

Read. Read everything. Read the free newspaper in the morning, the signs and ads on the bus. Or the back of your coffee cup. Read stuff you wouldn’t otherwise read – magazines and ads that aren’t aimed at you are brilliant at widening your design and copy horizons. And if you haven’t go it, get the internet on your phone. The hour I spend travelling to work and back each day is usually spent reading blogs and news stories, and following random links on Twitter – just out of curiosity. If you don’t travel far to work, get up half an hour earlier each day and grab a coffee. Reading lots will hard-wire correct spelling and grammar into your brain and get you used to seeing words in context. You’ll develop an instinct for what works – in terms of copy and designs. And you’ll learn mega amounts of other stuff as an added bonus.

Content really is the King – and it’s what your audience are REALLY interested in. Embrace it, tailor your designs to fit, and enjoy seeing the quality of your work improve immeasurably.

Review of Prezi

Aaron Rester reviews Prezi:

Hello Paul and Marcus and the rest of Boagworld. My name is Aaron Rester and I’m a Manager of Electronic Communications
at the University of Chicago [?] School and a freelance designer and web professional. You can find me online at
aaronrester.net and today I’d like to share with you a review of a web app called
Prezi.com bills itself as a tool to “create astonishing presentations live and on the web.”
I had a chance to use Prezi recently for a presentation and I have to say I could not be more impressed with the product.

Like PowerPoint, Prezi is intended to help you communicate the key points of your presentation through visual reinforcement.
Unlike PowerPoint though, Prezi has jettisoned the boring, linear, bullet-point structure we’ve come to expect from such programs
and replaces it with a user experience in which the viewer feels as though they’re flying up above a giant map of your presentation
and then zooming down into the points that you’re trying to make. You can even change the structure of the presentation on the fly
in order to react to your audience’s questions. It really has to be seen to be believed.

Prezi’s user interface for creating presentations is equally as innovative as the interface for displaying them. Instead of a
standard toolbar, the tool menu items are presented as bubbles attached to a larger bubble that rotates when clicked upon. When
you place an object onto your map, a set of concentric circles is overlayed and each circle does something different: One allows
you to drag the object through 2-D space, one allows to resize and one allows you to rotate. It is, for me at least, a brand new
way of thinking about how to interact with content in a web app.

I do have a few quibbles with the product of course. While you can change the basic look of your presentation, you can’t choose
custom colors or fonts, or change the shape of your frames. A great deal of precision is also needed to select multiple objects in
editing mode, which sometimes means performing the same action 3 or 4 times before you get it right. Also, while you can embed many
different types of media from still images to video, there’s no way to embed links to a live website – which would make for a much more
dynamic presentation than simple screenshots of a website.

Prezi should prove useful to designers in several ways. Of course if you give presentations or make client pitches, the benefits of
Prezi’s ease of production and its added ‘Wow’ factor will hook you right away. But the unique interface should also prove inspirational
to designers as it illustrates the power of rethinking design elements that we tend to take for granted, such as navigational bars.

Finally, it should be useful to information architects as a mind-mapping application. I’ve tried several such applications over the years
and Prezi beats them all for ease of use and actually getting your ideas down on screen and illustrating the relationship between them.

Like most web apps there’s a three-tier pricing scheme and the Free version includes the Prezi logo on all of your presentations, while
the next level removes that and provides more storage. And the most expensive level allows you to edit your presentations offline. All
versions inlude the ability to play presentations offline. The Free version is definitely worth a trial run to see if it meets your needs.

So that’s it. The website is Prezi.com and I hope this review proved useful. Keep up the great work Paul
and Marcus and I’ll see you all on Boagworld.

Thanks to Simon Hamp for this transcription

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193. Get more from Google Analytics

On this week’s show: Paul and Marcus are joined by Matt Curry who shares some advanced Google Analytics techniques. We have a review of Fancy Form Design by Jina Bolton and Paul goes on endlessly about the Website Owners Manual.

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Housekeeping

How can I not mention the launch of my book the Website Owners Manual? You are going to be sick of hearing about this, but console yourself with the fact that I have a very short attention span and will soon get bored of it. Please take a few minutes to learn more about this book at boagworld.com/websiteownersmanual. I would especially encourage those of you who are web designers to check it out. This book contains all the information your clients ‘need to know’. It was written specifically to be given away to clients, so helping your projects run smoother. I even managed to pursued my publisher to give significant discounts to those buying more than 5 copies. However, as an extra bonus for boagworld listeners you can also get an additional 40% off of any website owners manual purchase (including the multi-buy packs) if you use the code ‘boagworld’ at checkout.

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News

Design interactive prototypes – Fast!

With websites and web applications becoming increasingly complex it is often hard to visualise them before build. Photoshops comps fail miserably and static wireframes are little better. The only way of truly communicating how a site is going to work is to build an interactive prototype. Unfortunately building prototypes can be time consuming and expensive. Although clients need to understand how their site will work, they are rarely willing to pay for a prototype. One solution is IxEdit, an ‘interaction design tool.’ This tool has to be seen to be believed, but essentially allows designers to build jQuery driven prototypes without writing a single line of code.

With IxEdit you can build everything from the automatic insertion of HTML to accordion effects. In fact you seem to be able to build most of the elements and effects supported by jQuery. Of course the quality of code is not going to be as good as something written by hand. That is why the product is billed as ideal for prototyping. However, for better or worse, I am sure a lot of web designers will use this tool for live sites too.

Making passwords more usable?

On the subject of Javascript and interaction, there is some interesting work being done with password masking. In show 173 I talked about some of the problems surrounding password masking. Essentially, although hiding passwords increases security it also creates a usability challenge. Jakob Nielsen wrote:

Usability suffers when users type in passwords and the only feedback they get is a row of bullets. [It] costs you business due to login failures. Password masking has become common for no reasons other than (a) it’s easy to do, and (b) it was the default in the Web’s early days.

There have been a few solutions doing the rounds. The simplest of which is to add a checkbox allowing users to keep their password entry hidden. However another popular approach is the one adopted by the iPhone. Instead of revealing the entire password it shows only the last letter entered. These two approaches have now been combined and made simple to implement using a sprinkling of jQuery. Delayed Password Masking couldn’t be easier to setup and helps go someway to improving usability.

How to be more transparent

In my post “The 10 Harsh Truths About Corporate Blogging” I wrote:

People don’t like interacting with organisations, corporations or machines. People like conversing with people. People don’t like, trust or want to work with corporations. We associated those feelings with individuals, not companies.

In other words, if you want to make a connection with your users you need to be open, transparent and show the people within your organisation. However, knowing this and doing it, are two different things. That is where a recent UX Booth post comes in. The title of the post is “Transparency: Benefits and Best Practice.” Personally, I think this is a misleading title. It doesn’t really explain in any depth why transparency is important and fails to provide much in the way of ‘best practice’ (I can see I will have to write something on this subject). What the post does do well is give you some cracking examples of sites that communicate the personalities and people behind their organisations. It certainly has inspired me to look again at the Headscape website, and I hope it will inspire you to become more open as an organisation.

In other news – Google and Microsoft talk about stuff

Normally I like to keep the content of this section of the show focused on the here and now. I see little point in reporting what might affect you ‘one day’ in the future. That said, there are two stories that have come out this week, which I simply couldn’t ignore despite the fact neither will have an impact on you today.

Google to add site speed to search algorithm

This week when talking about the importance of website speed Matt Cutts from Google said:

Historically, we haven’t had to use it in our search rankings, but a lot of people within Google think that the Web should be fast. It should be a good experience, and so it’s sort of fair to say that if you’re a fast site, maybe you should get a little bit of a bonus. If you really have an awfully slow site, then maybe users don’t want that as much.

If Google follow through on this thinking the consequences could be massive. In particular this could further undermine the already shaky rankings of flash heavy websites. It could also provide a real advantage to those with the financial resources to throw more server and bandwidth capabilities at slow websites. That said, on the upside it would refocus website owners on the importance of performance and help to speed up the web for everybody. It will also encourage better coding practices maybe push legacy tables based websites down the rankings. Of course all of this could be redundant. We have no way of knowing whether Google will implement this change, and even if they do, how great a priority they will place on speed.

Microsoft talks about IE9

The other news that might shape the future of the web comes from Microsoft. With Windows 7 complete it would seem they are turning their attention to Internet Explorer 9. Apparently the new browser is only in very early stages of development. However, Microsoft are making it clear what their priorities for the browser are. These include:

  • A desire to provide better HTML5 support
  • Significant speed increases for Javascript
  • Improved CSS support
  • Better use of hardware acceleration

All music to my ears. However, I was sad to read that according to Mashable they have only been working on the new browser for 3 weeks!

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Interview: Matt Curry on Getting more from Google Analytics

Transcription to follow shortly.
In the meantime follow Matt on Twitter.

Listeners book review: Fancy Form Design by Jina Bolton

What is it?

This book, in Jina’s own words, is aimed at anyone who’s involved with any part of the creation of an online form. Split into 5 sections, it covers the Planning, Designing, Structure, Styling and Enhancing of forms used on the internet Written in a format that is more about advising and guiding rather than teaching, this book will appeal to people who are used to the Sitepoint way of writing, and want to really understand the thinking behind creating a successful web form. It’s not one of those “learn in 24 hour” type books, but is more written as if you’re at a workshop run by Jina. This is not a hardcore reference manual that covers absolutely every permeation of a web form, but will have you more confident and eager to apply what you learn to forms you build from now on.

No bloat

With this book, Jina has tackled a subject that frustrates many a web designer. Forms are often too time consuming, too technical, or too stubborn to spend time getting right. Resources on the internet fall usually into 2 categories, not enough info, or too bloated and confusing. What Jina has managed to do is get straight to the point, without the bloat.

A form is just a form. Isn’t it?

Straight from the 1st chapter Jina had me thinking differently about forms. Before reading this book, I would not have said things like sliders, colour pickers, or drag and drop items are elements of form design, but when you look at where they are used, it’s obvious they are. I’m already more excited about forms than I was before. And I think that’s what this book does really well. It takes the process of form creation, and says “yeah, I know, a form is a form. But look, you can do this with it…”. Jina shows you how a form is very much like a website design. You need to think about typography used, colours & imagery, how the form is going to be structured and how it will affect how it used.

Good practices make perfect

Throughout the book, Jina runs through some processes for creating perfect forms. It starts with how to research and find inspiration. Many people who have built forms in the past would probably not have used the processes talked about in the book. It’s an eye-opener to best practice, and to how investing time in tried and tested techniques at the beginning will save you time further down the line. Many of the practices Jina talks about are transferable techniques, that can be adapted and implemented on web design, brochure design, database design etc. What I really liked is the way the book doesn’t force you to follow the practices, but is more like a friend giving you some tips.

Get your hands dirty

Although I mentioned this book isn’t a “teach yourself in 24 hours” jobby, it is by no means a pure reference book. You can follow along with Jina, and get your hands dirty with some HTML markup and CSS. JavaScript is kept to a minimum by using jQuery, and again has example code you can work along to.

In a nutshell

Fancy Form Design is probably the best title for this book. It explains how to design forms that look fancy. Jina does not pretend this book will make you a master of AJAX form submission techniques, nor an expert in JavaScript server-side form validation. It breaks down the components of creating a form, the content of that form, how to jazz it up with some clever styling tricks and jQuery magic, and makes you think about forms more as an important part of your design rather than a stone in your shoe. To me, this book does exactly what it says on the tin. Buy Fancy Form Design from Amazon

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189. How to keep up with web innovations

On this week’s show: Paul looks at keeping up with web innovations, Marcus shares how we make the podcast and Nora Brown reviews building findable websites.

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Web design match making

Finding a web designer can be tough. Equally, if you are a web designer (especially if you are just starting out) finding clients can be hard. Much like in love, finding the perfect partnership is difficult.

37 Signals feel they have the answer. To accompany their already successful jobs board, they have now launched Haystack.

Haystack, allows web designers to upload a brief description of their agency for free or a more detailed portfolio for $99 per month.

Clients can then browse this directory in attempt to find the perfect agency.

And there in lies the problem. Although Haystack is beautifully designed it is actually incredibly limited from a clients perspective. They are only given three choices.

  • Search through hundreds of listings manually
  • Filter by city
  • Filter by budget

These filters are both extremely limited and are not enough for narrowing down such a large number of designers.

Haystack.com

Filter by city allows you to select from a handful of US cities, while dumping all other locations into a catch all of ‘other cities.’ This might possibly be acceptable if there was an option to search by country, region or city. Unfortunately there is not.

Filter by budget is equally flawed. As a web designer you have to select a price range that you normally work within. This effectively excludes you from smaller or larger projects. In reality things are rarely that black and white.

Finally I would argue that there are many other characteristics clients look for in an agency. There are no options to filter by technology, skill set or sector experience. The tools available are simply too blunt for making an effective decision.

My guess is that 37 Signals have been caught off guard by the instant popularity of the app. The current application has been built with a small number of agencies in mind. In such circumstances it would be perfectly adequate.

I am sure that they are already working on upgrades to the app which will handle the large number of agencies much more elegantly. These guys do good work and there is no doubt that an app like this is much needed.

Client relations

There seems to be a lot of posts around this week looking at the working relationship between clients and web designers.

There is a sitepoint post that focuses on fine tuning your persuasive techniques, a smashing magazine post on dealing with difficult characters and A List Apart post on when to walk away. There is even an article teaching us how to deal with things like scope creep and unhelpful design feedback.

Although it is good to see posts tackling client management, I do fear they all have a negative tone.

Last friday I ran a workshop on client relationships and although we discussed dealing with problematic relationships, I tried to make the overall theme a positive one.

Too many web designers go into new projects seeing the client as either the enemy or as a hinderance to the projects success. Articles like those I have mentioned are in danger of reinforcing this viewpoint.

It is important to remember that our clients are extremely knowledgeable in their own fields and that both designer and client wants the same thing – a successful website.

I also worry that too many web designers are perceived as negative. Instead we need to be positive and stop saying no to our clients.

Myths of usability testing

Two posts have been published recently that challenge some of our preconceptions about usability testing.

The first is a post by A List Apart entitled “The Myth of Usability Testing” and is a response to some fairly shocking research.

The research monitored a number of usability tests run by different agencies on the same site. The result was that although all of the agencies found many problems, only 30% of those problems were common to more than one agency. In other words the agencies could not agree on where the problems lay.

The article goes on to examine the discrepancy focusing in particular on the questions asked and the people tested. It also explains that context is vital to the interpretation of results.

The second post is one that challenges the role of eye tracking. The post looks at the pros and cons of the approach and in my opinion is a balanced assessment.

The post ends with the following conclusions:

Some have concluded that the benefits of eyetracking are not worth the high cost, effort, and complexity it adds to usability testing. On the other hand, some eyetracking vendors and consultants have promoted the idea that you cannot conduct usability testing effectively without eyetracking.

The truth lies somewhere between these extremes. If you know how to use eyetracking effectively, it can provide additional insights to usability testing that can help you find problems and answer questions about user behavior. Eyetracking is not essential to usability testing, but if you can afford it and have the time to learn how to use it effectively, it is definitely worth it.

Personally, we have never recommended eye tracking to our clients and this post has done nothing to persuade me to start. For the type of clients we work for the expenditure is hard to justify.

jQuery for designers

I am a huge fan of jQuery. I have said this more than once in the past. The thing I love most about jQuery is that it is aimed squarely at designers. If you can understand HTML and CSS, then you can wrap your head around jQuery. What is more, it lets you do some really cool things very easily.

Imagine my delight when this week I discovered jQuery For Designers. Apparently the site has been around for a while but I seem to have missed it entirely. In case you have missed it too I thought I would give it a quick mention.

The site contains dozens of screencasts and examples of various cool functionality that can be built with jQuery. Just some of the tutorials include:

  • Tabs
  • Slider galleries
  • Carousels
  • iPhone sliding headings
  • Fixing floating elements

Best of all, you can subscribe to these screencasts on itunes enabling you to view them as a podcast.


This is just one of the many excellent tutorials on jQuery for Designers.

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Feature: 10 secrets to staying informed about web design

Keeping up in the world of web design is tough. Things move fast and its hard to stay informed. In this post I share 10 ways that RSS can come to the rescue.

Read 10 secrets to staying informed about web design

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Ad: Win a Macbook Pro or iPod Touch

Webvanta are running a superb contest that I wanted to quickly mention.

There is an opportunity to win a Macbook Pro or one of three iPod Touch.

To be in with a chance of winning, you need to build a great looking, effective website on the Webvanta CMS.

Don’t worry if you are not an existing Webvanta user. They are going to give you a Webvanta premium account for the duration of the contest.

The panel of judges (that includes our own Ryan Taylor) will pick a winner on the 1st February so get designing.

For more details on how to enter visit Webvanta.com/Contest.

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Listeners feedback:

Recording the podcast

I had the following tweet from @david_o_connell:

@marcus67 could you guys do a spot on the tech setup for recording the podcast please (didn’t ask Paul as he muffs the audio :) )

Thinking about this I realised that I have never covered this riveting subject so after nearly 200 shows it was probably about time!

It’s worth noting that we are set up to record and edit things as quickly as possible. We have recorded a weekly show for years so we have to get it down and get it out the door. I’m sure there are other ways of doing things and I expect my history of working in expensive recording studios potentially means that I overcomplicate things… but, this is how I do it.

Hardware

Ok, this is a list of all the stuff we use:

  • AKG C 2000B microphone (x3) – these are ‘mid’ quality mics that need phantom powering. ‘Decent’ quality mics are a must otherwise you will end up with a thin and probably noisy result. Built-in laptop mics are a total no-no!
  • Angled mic stand (x2) – these are recent addition that mean we can comfortably use our laptops while recording the show.
  • Straight mic stand – we use this for any guests we have on the show.
    Pop shield (x3) – again, a recent addition to the setup. Vital in avoiding pops and bangs on words that begin with ‘p’ or ‘b’.
  • XLR to XLR (balanced) mic leads (x3)
  • Behringer mixing desk – our mixing desk has 4 ‘proper’ mic channels and 4 stereo channels, 2 sub groups and phantom powering to power the mics. On a standard show, I take a feed from sub the group outputs to the input on the Mac. When we’re recording a live show things are little more complex as we need to get the audio to two places at the same time (my Mac recording the show and Paul’s that is broadcasting live). I also need to hear the audio from the intro videos so we’re taking an out from Paul’s Mac for the videos and a feed from the desk master outs to his line input… you need to see it really!
  • Technics closed-ear headphones – these are my ‘old faithfuls’ that I have used for years. It is imperative that one person monitors voice levels throughout the recording. I plug them into the headphone input on my Mac. Closed ear are best because they do not ‘spill’ into the mic.

I don’t use any external compressors or limiters. That gets taken care of in the software.

Software

In my current setup I use Logic Pro to record all of the audio. This is a bit over the top for podcast recording but I also use it to record music and it does both jobs beautifully.
For the voice tracks I use the setting Voice > Speech > Male Radio that adds a compressor, de-esser (to stop sibilance) and EQ.

However, if you’ve got a Mac then Garageband will do the job admirably. It even has ‘podcast’ settings that you can assign prior to recording.

Back in my PC days I used to use Sony Soundforge to record the audio tracks which I would then edit together using Propaganda. I still use Soundforge to bounce down to MP3 (Logic is unreliable at this).

Recording tips

Here’s a bunch of tips to :

  • As I’ve already mentioned, use headphones while recording the show to avoid anyone going ‘off mic’. Usually, pointing at them, then their mic gets the message home!
  • When recording 2 people pan the input channels hard left and hard right. This means that if you have to boost any part of a recording it’s easy to locate the specific part. The absolute ideal here would be to have some sort of multi-input box into the computer thereby allowing multitrack recording i.e. I am recorded onto one track while Paul is recorded on to another simultaneously. Thinking about it, I could probably do this right now (for max 2 channels) by separating the inputs and recording 2 mono channels instead of one stereo. But, to be honest, it’s really not worth doing as, mentioned earlier, time is of the essence.
  • Record a quick levels test prior to any recording (because you really don’t want to have to go back in and fiddle with the levels afterwards unless you absolutely have to).
  • Record each section of the podcast on a separate track. Don’t do one long recording as this is much harder to edit later and add in music and audio dividers. If you record each section separately then you should only have to top and tail it which takes no time at all.
  • Once all the voice recording is done, I will add in the intro and outro music, the section dividers and any interviews or questions that are part of the show.
  • Once I’m happy with result, I bounce to Wav format which I then open in Soundforge and save out as 64Kbps 44.1 kHz mono MP3 format which is tagged and FTP’d to our hosts.

Here’s a screenshot of a final ‘mix’ in Logic before the bounce down (v zoomed out).

Screenshot of a final ‘mix’ in Logic before the bounce down

Building Findable Websites

My name is Nora Brown; I’m a freelance web designer in Boston.

I’d like to give you and Boagworld listeners a recommendation for a book I recently read, called “Building Findable Websites”, by Aarron Walter. Though I finished reading it a month or so ago, I find I’ve been referring back to it constantly ever since.

Building Findable Websites: Web Standards, SEO, and Beyond

In this book, Aarron Walter views SEO as just one aspect of, and in some ways almost a side effect of, improving a website’s “findability” — which is defined on page 2 as:

“The quality of being located or navigated, the degree to which an object or piece of data can be located, and the degree to which a system supports navigation and retrieval.”

The goals of findability are listed as:

  1. Help people find your website.
  2. Help people find what they are looking for once they arrive at your site.
  3. Bring your audience back to your website.

Notice there is no mention of Google or any other search engine, because obviously the ultimate goal is to help *people* find and use your website, not search bots.

To that end, Walter provides straightforward advice for improving findability at all levels of site development:

  • Front-end markup strategies
  • Server-side strategies
  • Content generation

Though not every technique will be right for every site, as someone who builds small business and portfolio websites, I found the majority of the recommendations to be practical and implementable. Furthermore, nothing in the book represents SEO for SEO’s sake — all the techniques have other benefits, primarily improving the user experience.

Aarron Walter manages to fit an amazing amount of useful, actionable information into this slim volume, but if it’s not enough, there are even five bonus chapters which you can download for free at buildingfindablewebsites.com.

I hope you and your listeners take a look at this excellent book.

I also think the author Aarron Wlater would make a great candidate for a Boagworld interview.

Thanks and keep up the wonderful podcast.

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10 ways to get more involved with Boagworld

Boagworld is no longer just my personal blog. It has become a community. Why not get involved.

What started out as my own personal blog has become so much more and its great to see so many people keen to contribute.

If you enjoy Boagworld and want to take part there are a 1o ways you can do so.

1. Join the forum

By far the best way to get involved is to join our forum. It is full of designers, developers and website owners keen to answer your questions. You can chat about the challenges of web design or share cool tips and tricks you have learnt.

Join the forum now

Screenshot of forum

2. Suggest a topic

We are always looking for ideas to use on the show or the blog. In my experience it is you guys that have the best suggestions for topics. Why not let us know your ideas using the suggestion widget in the right hand menu.

Screenshot of suggestion widget

3. Leave a voice message

Did you know you can leave a voicemail for us to use on the show? If you are in the UK call 020 8133 5122. If you are outside the UK call Boagworldshow on skype.

4. Write a blog post

As I have already said Boagworld is no longer just my blog, it is the community’s blog. If you have a great idea for a blog post we would love to hear it. Write it for your own blog, send us the link and we will republish it.

Some of our most popular blog posts are by guest authors.

5. Rate our posts

We are always looking to hear your feedback on what we post. At the bottom of each article you will notice we now ask for your vote. Take a moment to vote for the posts you like (or dislike). That way we can improve the quality of what we post here.

What did you think about this post

6. Produce a review

From time to time we like to include reviews on the show. If you have used a great piece of software or web application why not record a 5 minute audio review and email it to the show.

7. Follow us on Twitter

If all you do is read this blog or listen to the podcast, then you are missing out. The real action happens on Twitter. There are two accounts worth following:

  • @Boagworld – This is my personal twitter account. I tend to talk about a lot of web design stuff and post daily audio web design tips.
  • @Boaglinks – As the name implies this twitter account includes lots of useful web design news and links.

@Boagworld also provides you the opportunity to chat with me, share ideas and ask questions.

8. Join our Facebook Page

Like all good online communities we have a Facebook Page. To be honest I am not entirely sure what to do with it. However, you are welcome to join. You might even give me some ideas about how I can make more use of it!

The Boagworld Facebook Page

9. Do a consultancy clinic

One of my biggest frustration is that I cannot answer everybody’s questions. One option is to ask your question in the forum instead.

However, I know people sometimes would prefer the opportunity to discuss ideas with me on a one to one basis.

The compromise I have come up with is the Headscape consultancy clinic. This enables you to chat with me via Skype and get advice on your business, while at the same time allowing me to pay my bills!

I hope you agree it is a fair compromise :)

Headscape Consultancy Clinic Website

10. Micro podcasts with AudioBoo

As I mentioned early I have also started recording daily audioboos. These are short audio posts (lasting up to 3 minutes) that you can subscribe to via iTunes. They contain advice and tips about designing, developing and running websites.

Audioboo Website

The great thing about Audioboo is that you can record your own. If you tag them with “for boagworld” we will look at including them on the podcast.

Conclusions

Obviously this list does not include the podcast itself, this blog or the interesting links found in the footer. However, hopefully it shows we are keen to include the community in anyway we can.

If you have other ideas of how we could include people please post them in the comments.

161. In or Out

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

Play

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Housekeeping

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

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

I am therefore pleased to announce Micro-Boagworld…

View Micro-Boagworld posts here

Subscribe to the RSS feed here

Boagworld AudioBoo Homepage

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News

Pricing and projects

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

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

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

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

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

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

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

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

IE8 and IE6

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

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

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

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

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

Once IE6 is gone we will be able to…

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

Simple and impressive design techniques

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

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

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

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

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

Influencing user behaviour

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

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

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

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

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

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

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

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Feature: When to outsource web work

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

Read the full article

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Listeners feedback:

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

A good introduction to Javascript

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

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

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

A good but free survey tool

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

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

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

A review of Clicktales

Peter shares his experiences of Clicktales…

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

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

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

Web Design for ROI

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

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

Rich adds: I agree this is an excellent book.

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

Pro Paypal e-commerce

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

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

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

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

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159. Special Guest

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

Play

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

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News

Alkaline

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

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

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

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

16 design tools for prototyping and wireframing

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

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

10 Lessons every freelancer should learn

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

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

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

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

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

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

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

Sarah: Yup

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

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

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

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

Sarah: Really?

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

Ryan: To spend in the pub (laughs)

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

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

Paul: Yeah, pays the bills.

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

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

Sarah: Really?

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

Ryan: and a mac to develop on

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

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

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

Sarah: the app store!

Paul: Yeah, the app’s 50p, you know…

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

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

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

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

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

Sarah: No, he was an old man.

Ryan: Oh, right. OK

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

Paul: Was he in just a pair of shorts?

Sarah: Yeah

Ryan: A pair of shorts and a smile?

Sarah: No, and a newspaper.

Paul: Strategically placed.

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

Paul: That’s OK.

Sarah: Oh, sorry.

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

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

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

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

Ryan: Yes, we only like the nice clients.

Sarah: Yes, we all like nice clients.

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

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

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

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

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

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

Sarah: Yeah.

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

Sarah: Do you skim-read them?

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

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

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

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

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

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

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

Sarah: Of course! (all laugh)

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

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

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

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

Sarah: Exactly.

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

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

Ryan: Er, yes.

Paul: Yes, ah the Nettuts, oh yeah.

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

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

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

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

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

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

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

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Listeners Questions:

Is Using Off-The-Shelf Software Wrong?

Jon Writes:

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

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

Thanks and keep up the good work!

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

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

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

Therefore, the pro’s are:

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

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

Don’t implement something you don’t understand!

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

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

How do you price and quote different projects?

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

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

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

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

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

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

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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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10 criteria for selecting a CMS

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

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

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

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

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

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

1. Core functionality

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

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

Blogger Homepage

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

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

The editor is one core feature worth particular attention.

2. The editor

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

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

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

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

Wordpress WYSIWYG

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

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

3. Managing assets

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

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

4. Search

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

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

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

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

5. Customization

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

Illustration demonstrating the inflexibility of some CMS

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

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

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

6. User interaction

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

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

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

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

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

7. Roles and permissions

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

Illustration showing the consequences of not having a permissions system

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

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

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

8. Versioning

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

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

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

9. Multiple site support

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

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

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

Movable Type admin system

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

10. Multilingual support

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

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

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

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

Conclusions

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

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

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

7 Harsh Truths about running online communities

In ‘10 harsh truths about corporate websites‘ I highlighted some of the problems I perceive in how companies run their websites. However, many organisations are not content to simply run a website, they want to run an online community too.

Don’t get me wrong, I am excited to see organisations embracing the idea of community. I have been involved in running virtuals communities since 1996 and in 2004 I wrote about the business benefits of community. To this day I encourage Headscape’s clients to build relationships with their users.

A well run community can…

  • Drive traffic to your site
  • Generate a passionate, evangelistic users
  • Encourage repeat traffic
  • Help develop your products and services
  • Save you money

This is not a ‘rant’ against community, or even corporations running communities. It is an argument against the way they sometimes choose to do so. I continually see the same mistakes being made by organisations. It is time that they faced the harsh realities of running an online community.

1. Technology does not create community

When clients ask for help to build a community, they almost always talk in terms of technology. “We want to add a forum to our site” or “can you create a profile system”.

In ‘10 harsh truths about corporate websites‘ I write about how a CMS will not solve your content problems. In the same way a forum will not create a community.

Vanilla Website

Community is about people and relationships, not technology. The technology is the easy part. You can have a forum like Vanilla up and running in minutes, but it will take months of hard work to build a vibrant community.

If you implement the technology and just sit back then your community will fail. The technology merely allows you to engage with your community in the same way as a telephone lets you talk to your friends. It is a tool and nothing more.

2. Show some commitment

I have already said that building a community takes time, but it also takes commitment.

Too many website owners start communities only to give up when they do not see fast results. A community can take months to get off the ground and years before it shows real returns.

It also takes ongoing input. To make your community successful it must be nurtured on a daily basis. When a user posts, you need to replying promptly. Until your community is well established it will need monitoring multiple times a day.

You also need to demonstrate commitment to the individuals that make up your community. You need to take on board their input, address their concerns and encourage their contributions. You need to show you care.

3. Learn how to lead

As well as caring for your users, you also need to know how to lead them.

This is not leadership in the ‘managerial’ sense. These people are not obligated to listen to you or do what you say. You need to inspire, excite and encourage them.

Running a community requires you to be more like a politician or preacher than a manager. You need to mobilise people around a common cause and stamp your personality on the community.

Unfortunately there are few course that teach these kinds of skills. However, I would encourage you to look at great leaders like Gandhi, Martin Luther King and even Barak Obama for inspiration. These men can teach you a lot about engaging with people and encourage others to follow your direction.

Photograph of Barak Obama

4. An antisocial community is your fault

As the leader of your community, your personality sets the tone. As a result if the community behaves in ways you do not want, then you only have yourself to blame.

I have seen many bloggers write about the negative comments they get on their posts. In most cases this is due to the tone they themselves strike in their writing. Although there are exceptions I believe that users will respond in the same voice you yourself set. If you are irreverent, then so will your users be. If you are rude, expect rude responses.

A good example of this is the social news website digg.com. Digg has developed a reputation for its ‘harsh and juvenile’ comments. I believe this comes from the leadership of founder Kevin Rose in his associated podcast Diggnation. This irreverent, comically and highly entertaining podcast has set a tone that has been carried across by users into the comments.

Diggnation Homepage

This is not a criticism of diggnation. Digg.com has become very successful because of their passionate community. It is merely an observation that you reap what you sow.

5. You need to swallow your pride

Another aspect to leading a community is the need to learn humility. No matter how well you run your community, you will mess up. When you do, how you respond is of crucial importance.

Because of the ‘distance’ that the web affords, people are often more critical than they would be face to face. Feelings are overstated and there is an inability to read the non-verbal signals we normally rely upon. This can often lead to confrontation and disagreement.

I have seen communities fail because the organisation alienated its community by responding badly to criticism.

If you want to run a successful community you must swallow your pride and never respond defensively to criticism. Instead acknowledge the comments and thank people for their honesty. Ask others what they think and hopefully they will come to your defence. If not, then you must seriously consider whether the criticism is valid. If it is then you need to admit your mistake and correct it.

By admitting you are wrong, it is possible to heal a relationship with your community and actually leave them even more enthusiastic about your brand than before.

flickr blog post - Sometimes we suck

6. Stop trying to control the message

If you work in marketing some of these points may make you feel uncomfortable. It feels messy and you do not have control over your message. Unfortunately that is the reality of community.

Community is not marketing in the traditional sense. It is not a broadcast medium, it is a dialogue with your users. Failing to grasp that will rip the heart from your community and force it underground.

I have seen unsuspecting companies experience a terrible backlash from a community simply fed up with being sold at rather than listened to. Users do not want a sales pitch or a feature list. They want the opportunity to feedback and a chance to help shape the future of the product or service they use.

Another tactic for controlling the message is to moderate. In extreme cases I have seen organisations moderate every single user contribution that appears on their site. However, I have also seen companies quietly remove negative comments made about their products and services. This is enormously counter productive because people feel censored and will go elsewhere to express their feelings.

That is the trouble with community, you simply cannot control it. If you do not allow it to flourish on your site and engage with it there, then it will pop up elsewhere where you have no control over what is written.

Adobe complaints on Get Satisfaction

7. Nobody likes to be alone

The final harsh truth I want to raise is that “users don’t want to be alone”. Too many organisations launch a forum with a plethora of topics and discussion areas only to have it lay dormant and unused. The reason – it appears empty, so what is the point of posting.

Before you can even consider adding community features to your site you need a critical mass of users that want to get involved. A lot of companies add community features not because users are asking for them but because management wants it. Communities like that rarely succeed.

Also there is a tendency to go straight for a forum. However, a forum requires a substantial number of users to work. Contributions can often become buried in some thread or topic and remain unanswered because it is never seen. If your community is small you may be better starting with comments, reviews or a mailing list. User contributions are much more likely to be noticed using these tools.

Finally, make sure you are seeding the discussion through new topics of your own. Asking lots of questions is a great way to stimulate discussion and prevent people from feeling like the only kid at the party.

Conclusions

After reading this you might feel that running a community is too much like hard work. You may decide not bother at all. However, that would be a mistake.

The ultimate harsh truth is that your users will be talking about your website, services and products, whether you want them to or not. The only question is whether you want to engage in that discussion.

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.