10 problems your content management system will not solve and how to overcome them

Content management systems are often perceived as a silver bullet that will solve all your content problems. In reality having a CMS is not enough. You must also address broader issues associated with the content of your website.

So many website owners hate their content management system. This is often because it has failed to live up to their unrealistic expectations.

Many organisations purchased their CMS hoping to solve a wide range of issues surrounding content production and delivery. In reality, a CMS is only capable of overcoming relatively few. In fact often a content management system will solve one set of problems only to create more. It is these new problems that I wish to address here.

What follows is a list of 10 issues that are either directly created by content management systems or that a CMS will fail to solve.

1. A lack of editorial control

One of the primary reasons organisations purchase a content management system is to de-centralise control of content and therefore remove the bottlenecks that surround posting content to the web.

The consequence of this approach is a lack of central control to ensure the quality and accuracy of copy produced. This can lead to contradictions and varying styles of writing across the site.

Although many content management systems provide the tools for central editorial control, they are not always used and require somebody with the editorial experience.

The Solution: Get an editor

Unfortunately this is one problem that technology cannot solve. What is required is a content editor. Somebody who checks what is being produced and ensures it communicates a consistent message in a consistent tone.

Ideally this should be somebody who has experience in writing and editing online copy. However, the most important thing is that this person feels confident in editing copy, and has the authority to remove inappropriate material.

This person will also require a vision for the site and in particular what personality it should be projecting.

2. A lack of personality

Many websites lack real personality. They either ooze marketing BS or come across as singularly bland. This is largely due to the fact that they have been written by people more interested in communicating facts or selling stuff, than wishing to engage with users.

Websites with great copy that is full of personality, stand out from the crowd. They do more than convey information. They actively seek to make a connection with users in much the same way people do face to face.

Unfortunately the distributed nature of content production through the use of a CMS undermines that.

The solution: Decide on your sites personality

The first step towards overcoming this problem is to define who you are. If your website was a person what type of person would it be? What words best describe your sites character? Is it playful, serious, enthusiastic, or friendly?

Next put together a content style guide. This will include examples of writing styles that should be used on your website. It will also include guidelines in terms of tone and wording. This document should then be distributed to your content providers.

Producing an effective content style guide is not an easy task. You might wish to consider employing a freelance web copy writer if you do not have somebody in house. However once it has been produced, it should provide everything your content providers need to add some
personality into your copy.

Of course that does still require your content providers to be committed to the cause.

3. Uncommitted contributors

One of the great selling points of having a content management system is that they allow anybody to post to your website. Unfortunately, just because your staff can edit the site, does not mean they will.

It is not unusual to find that content management systems go unused except for by a few individuals. The belief that content management can be easily decentralised is false. There are two primary reasons for this.

Firstly, some people do not see it as their responsibility to provide web content. They see the website as a marketing or sales tool and so should be managed by marketeers.

The second reason is that most people do not have the time. Writing web content is often seen as a low priority and constantly gets pushed out by “real work.”

The solution: Recognise the importance of the web

The solution to this problem has to come from senior management.

The website needs to be seen as a critical business tool and job descriptions must reflect this by making site maintenance a key component of people’s job. This should include website duties being apart of employee assessment.

There is however another reason people do not using the CMS – they don’t know how to use it.

4. Poorly trained authors

When an organisation rolls out a new content management system they almost always offer some form of training. However, in many cases it is not enough.

Normally training consists of an intimidating manual and one off training session. For the few people who are updating the website regularly this is probably enough. However for more infrequent content providers, this is inadequate.

The trouble with one off initial training sessions is that by the time the content provider comes to update the website, they have forgotten what they learnt. Admittedly the information they need may well be contained in the manual, but who reads those?

This can easily lead to only a few people capable of making updates to the site, thereby undermining the very reason for having a CMS in the first place.

The solution: Provide video training material

The combination of occasional users and new employees, means that most organisations need a long term strategy for training people in the use of their content management systems.

We have found that a series of short video tutorials covering key functionality works much better than training sessions or intimidating manuals.

We still run training sessions for frequent users. However, the video tutorials allow users to work through the material at their own pace. Also, unlike a training course they can learn only the parts of the system they actually need.

However, training in the technology is only half the battle. Content contributors also need to know how to write compelling copy.

5. Bad copywriting

The harsh truth is that not everybody can write good web copy. Even somebody who writes brilliantly in print, does not necessarily write well for the web.

There is an art and science to writing good web copy that many people are unaware of. Copy written by content providers is often verbose, un-engaging and hard to scan.

The solution: Provide a structure for content production

The solution is three fold:

  • First, the introduction of an editor means that content providers do not have to worry about writing perfect copy. It should be the job of the editor to take the raw copy they provide and re-write it for the web.
  • Second, the training provided with a content management system should extend beyond the functionality and also include advice on writing good web copy.
  • Finally, by producing a basic template for content providers you can help them focus their writing. A content template should ask questions such as who is the audience, what is the key message for this page and what is the call to action?

However, the problem is not just limited to the quality of content but also the quantity.

6. Bloated websites

Much like this post, most websites end up far too bloated. This is a problem that content management systems only serve to exaggerate.

By removing the barriers to putting content online, you encourage people to add more. However, more is not always better.

Content providers often approach the website with entirely the wrong mentality. They look at the content they have or can easily produce, and decide to put it online because “somebody will find it useful.” They are driven by what content is available, rather than user’s need.

The problem is that the more they put online, the harder it is for users to find the content they want. It is like trying to find a needle in a haystack.

The solution: Focus on users and remove

The best solution is to prevent this from occurring in the first place. This is done by fixating on user needs. Before putting anything online ask two questions:

  • Is the content aimed at your primary audience?
  • Is the content essential for helping those users complete their objectives?

If you cannot answer yes to both questions, then seriously consider whether putting the content on your website will cause more harm than good.

Of course, you may already have a bloated website. If this is the case then you need to review each page of your site and apply the principles above. If a page fails to cater for a specific use case of your primary audience, then it maybe time for it to be removed.

The problem is that most organisations have people responsible for adding content to their websites. However, few have somebody charged with removing it. This is an important role and one your web editor should have the power and time to do.

However, user needs is not the only criteria for judging the worth of content. There are also calls to action.

7. No clear calls to action

As I have already said, most content providers are focusing on conveying information rather than meeting users needs. However, they are also neglecting the business needs too.

With the exception of marketeers and sales people, few content providers are thinking about calls to action. What is it that you want users to do next? How do you wish them to respond?

Even when content providers are thinking about calls to action, they are focusing on the big actions such as “contact us.” Until the user is ready to take those major steps they are left to wander around the website.

The solution: Always guide the user to the next action

It is important to consider the main calls to action for the entire site. Typically they consist of one or two major actions such as buying a product or completing a contact form.

However, there is also a need to think about the calls to action of each page. Avoid leaving your user with no obvious next step.

Take for example this page. Directly below this article you can take three actions:

  • Leave a comment
  • Provide feedback – That leads to videos offering a number of next steps
  • Read a related post

At no stage is the user left without a next action.

A big source of next actions is your information architecture. Unfortunately most navigation is not focused on users needs, let alone business objectives.

8. An organisational focused IA

An unfortunate side effect of running a content management system is that it encourages information architecture built around organisational structure rather than users needs.

If you look at most organisations CMS driven websites, their information architecture closely mirrors their internal structures. This is because it is easier to divide up responsibility for updating various parts of the site if it is structured along departmental lines.

The problem with this approach is that users do not think in terms of organisational structure. They are task focused and so often an organisational IA is entirely inappropriate. It leads to confusion and frustration among users.

The solution: Focus on user tasks

The only solution to this problem is to stop structuring sites around organisations and start focusing them on users.

Although it is easier in most content management systems to allocate permissions based on a per section basis, there is not normally a specific need to do so. It is just as feasible to give access on a per page basis making it unnecessary to organise around internal structure.

Ultimately your site should be about your users and that includes your IA. However, it does not stop there. The community you build around your site is important too.

9. No sense of community

Increasingly content management systems come with some great community tools. They have forums, comments and integrate with everything from Facebook to Twitter. However, great technology does not build great communities.

Many organisations implement these community features on their site and are disappointed when they are not used.

Worst still some organisations launch these features but moderate so heavily that users respond negatively. Eventually the functionality is removed entirely.

The solution: Build relationship not functionality

It is important to realise that online communities are about relationships and not technology. If you want to build a successful community around your website, you need to actively and regularly engage with users.

This involves having people within your organisation who are constantly talk to users, asking and answering questions, and getting to know people through open and honest relationship.

Of course, the problem here is the same as content production. This is not seen as an official role. Instead it often falls to enthusiastic individuals. If you want your community to succeed you are going to require passionate people who have the time and resources to sink into that community.

And it is a lack of resources that leads us to our final problem that content management systems cannot solve – single language content.

10. Single language content

The majority of invitations to tender Headscape receive for content management builds, request multi-lingual support.

In the end few of the sites we build actually make use of that functionality. In effect they are paying money for something they will never actually implement.

There are two many reasons for this.

The first is aspirational. Many organisations request multi-lingual support because they have dreams of expanding in the future and unfortunately those dreams do not come true. I can at least respect this viewpoint. There is nothing wrong with planning for functionality you might need at some point in the future.

However, the second reason is not so admirable. A lot of sites fail to implement their multi-lingual support because they have not fully thought through what that involves.

Implementing a CMS with multi-lingual support is easy. Creating a multi-lingual website is hard. You have to decide what content is going to be translated. You need to find a translator and then you also need to maintain that content over the long term.

The solution: Think twice before requesting multi-lingual support

There has to be a good business case for implementing a multi-lingual website. Unless you are sure that you are going to make money from a foreign market, it is probably not worth investing in language support.

If you aren’t serious about supporting other languages do not add it to your ITT, at least not as a primary requirement. There is no reason to rule out a CMS for not supporting multiple languages unless you are sure you are going to use that functionality.

Conclusions

You could interpret this post as a criticism of content management systems. That is not the case. I believe content management systems are a valuable addition to most websites. However, as I said at the beginning they are not the silver bullet may perceive them to be.

The success of your CMS is largely reliant on you being aware of its limitations and being prepared to deal with these restrictions. If you do then a CMS could be the best investment you ever make.

Hampshire Web Developer required

Are you a web developer living in the south of england? Once again, Headscape is looking for a talented, enthusiastic developer to join our team. We really need to stop expanding ;)

It was only 5 minutes ago we hired Helen but we are already looking to hire a new developer. We are looking for somebody with a computer science background, who is passionate about the web and can work out of our Hampshire offices.

Who we are looking for

We are looking for a server side developer who is absolutely passionate about the web and keen to develop new skills and experiences.

We are looking for somebody that loves finding innovative solutions to problems, enjoys working as part of a creative team and excels under pressure.

We need somebody with a computer science background preferably with a first or upper second degree.

Although Headscape is almost exclusively a .net development house, we do not require you to have specific experience in this language. As long as you can write great code, we will teach you the rest. (Anti-Microsoft Bigots need not apply!)

What we can offer

Headscape has a lot to offer employees. Just some of the benefits include…

  • A great working environment (watch our recent tour below)
  • The chance to attend industry conferences
  • All the training and careers development you need
  • The opportunity to work with an amazingly talented team
  • Loads of challenging and complex work that will stretch your skills
  • Some great client work to add to your CV
  • A decent office chair! :)

As for salary – Headscape always try to pay well and also pass on our success in the form of bonuses when things go well.

Where you would work

One of the best things about working for Headscape is our offices. Check out the video tour below. This was originally recorded to show people the room we have for rent. However, it also gives you a nice idea of where you would work.

The office is based in Lockerley, Hampshire. This makes it well placed for those living in Bournemouth, Winchester, Southampton, Romsey, Basingstoke and Portsmouth. However, its such a damn nice place that it is worth relocating for!

Interested?

So are you interested? If so (and you are not a recruitment agency) then email your CV to [email protected] or call him on 01722 320596.

161. In or Out

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

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Housekeeping

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

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

I am therefore pleased to announce Micro-Boagworld…

View Micro-Boagworld posts here

Subscribe to the RSS feed here

Boagworld AudioBoo Homepage

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News

Pricing and projects

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

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

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

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

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

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

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

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

IE8 and IE6

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

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

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

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

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

Once IE6 is gone we will be able to…

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

Simple and impressive design techniques

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

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

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

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

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

Influencing user behaviour

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

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

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

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

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

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

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

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Feature: When to outsource web work

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

Read the full article

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Listeners feedback:

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

A good introduction to Javascript

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

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

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

A good but free survey tool

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

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

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

A review of Clicktales

Peter shares his experiences of Clicktales…

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

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

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

Web Design for ROI

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

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

Rich adds: I agree this is an excellent book.

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

Pro Paypal e-commerce

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

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

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

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

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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?

In many situations the decision to develop in-house or outsource is not down to you. Either an internal team already exists, or you are forced to outsource because you cannot fund in-house staff. However, occasionally you will have a choice. How do you decide between developing your website in-house or outsourcing to an external agency?

Lets take a moment to compare the choices.

Illustration of two people holding placards. One reads 'Vote for IN' the other reads 'Vote for OUT'

Using an in-house team

Using in-house staff provides a number of benefits…

  • Internal teams are more cost effective for long-term projects and ongoing maintenance.
  • Because in-house teams work within the business they can understand organizational objectives and target audience, better than an external agency.
  • An internal team is committed to evolving the website over time. They are constantly looking for ways to improve the site.
  • An in-house team is able to promote the website internally and ensure it does not become neglected.
  • Because an internal team is not juggling multiple clients they can (if well managed) be more responsive than an external agency.

Outsourcing to a web design agency

However, outsourcing can also bring some substantial benefits…

  • Outsourcing is more cost effective for short projects where the expenses of hiring, salary, training and equipment would be prohibitive for an in-house team.
  • An external agency brings a fresh perspective that institutionalized in-house teams cannot offer.
  • External agencies have a broader perspective of the whole industry, rather than what is happening within a single company.
  • An external agency needs to constantly ensure it is cutting-edge to stay competitive. This ensures that the quality of work is consistently high.
  • Because external agencies tend to be larger than in house teams they have more specialized and highly skilled staff.

The choice

There are good reasons to go with either approach. It comes down to two things, the length of the project and the funding available. If your website needs constant development and will evolve on an ongoing basis then an in-house team may be more appropriate. Of course, supporting an in-house team can be expensive. There are the initial costs of recruitment and equipment, as well as the ongoing expenses of salary and training. For shorter development projects the benefits and cost savings of outsourcing may outweigh the convenience of an in-house team.

In reality, the decision isn’t between internal or external. There is no reason why you cannot combine both approaches. For example, an external agency could be used for development work while ongoing maintenance could be handled by an internal web editor. Equally, you could do the bulk of development internally, but bring in external agencies for specialist work such as search engine optimization or user testing. This hybrid approach works well because it combines the strengths of both in-house and external.

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

160. Education, Education, Education

On this week’s show: We speak to Aarron Walter about teaching web standards. Ryan Carson starts a series on web applications and Paul talks about remote user testing.

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Housekeeping

A couple of quick pieces of housekeeping to kick off with…

  • Huge thanks to Ryan Taylor, Paul Stanton and Sarah Parmenter who did a stellar job standing in for myself and Marcus on last week’s show. They were actually far too good and I have already started receiving requests that they become the permanent hosts! Anyway, if you didn’t hear last week’s show then make a point of downloading it.
  • My second piece of housekeeping is a quick plug for Bamboo Juice, a grass roots conference taking place in Cornwall on the 24th April. Myself and Jeremy Keith are just two of the speakers in what will be a packed day. It’s so good to see smaller conferences like this springing up outside of London and so I would encourage as many of you as possible to attend. Best of all its only £99 (£79 for Boagworld listeners!)

News

To be honest, what with SXSW and my week’s holiday I am feeling completely out of touch with the web design world. Fortunately, Mr Stanton is continually updating our twitter feed with juicy stories. I have therefore picked 4 that caught my eye.

How to create a great web design CV

Poor old Smashing Magazine. People do like to tease them (myself included), but they write some damn useful articles. A recent example that caught my eye was ‘How To Create A Great Web Design CV and Resume?‘.

This post is essentially two articles in one. It starts by asking 10 designers to design a hypothetical CV for a fictional individual. Each designer writes a short paragraph about their chosen approach and you get to look at some nice examples.

The second part of the post provides 10 useful tips for creating a great CV. Suggestions include…

  • Make it printable
  • Have a summary
  • Link to online projects
  • Show your personality
  • Keep it simple and understandable

For the complete list of tips read the whole post.

Its a good post, but I am not sure whether producing a ‘designed CV’ is entirely necessary for web designers. If I was hiring a print designer then I would expect a CV to look impressive. However, if I am recruiting a web designer I think I would be just as happy receiving a cleanly designed CV that links to a stunning portfolio website.

There are a lot of differences between designing for the web and print. It is possible to be good at one and not the other. Therefore, a printed CV doesn’t tell me much about a persons capability as a web designer. That said, a well designed CV isn’t going to hurt your cause!

Design: Make it Memorable

One tip that could have gone in the Smashing Magazine article, is to make your CV ‘memorable’ and not just ‘flashy’. This picks up on the theme of a post over at 37 Signals entitled Designers: Make it Memorable.

The post talks about the difference between making something visually appealing and actually memorable. Too many sites are impressive but fail to leave a lasting impression. At one point in the post the author writes…

I started to recall those amazing Flash Sites of the Day. You know those sites that get passed around via IM in your office on a slow day? Simply amazing design and programming. Problem is: I can’t for the life of me remember what those URLs were much less the company/product that was being featured! Isn’t that the point with those sites? That the impact should be profound so that you remember Product or Company X?

This is a lesson that all those involved in the web design process need to learn. Whether we are designers or website owners, we have a tendency towards thing that provide the wow factor. However, often it is the thing that makes us go wow we remember rather than the message being communicated.

Statistics and website owners

Our next article of the week is an ‘all too brief’ post on web stats entitled How to Sell Statistics to Clients.

The post focuses on a common problem – most website owners know they should be tracking website statistics, but don’t really know what they are looking for. In fact the author writes…

In my experience, the loudness or frequency of a person’s request for web statistics is inversely proportional to their understanding of them.

That has often been my experience too.

He goes on to identify three ways that we as web designers can help rectify this problem. These are:

  • Providing cheat sheets that help the client understand terms like ‘hits’ ‘page views’ and ‘unique users’.
  • Add web metrics training into the budget of your projects.
  • Provide summaries and reports for the client on key metrics such as conversion rates or sales.

To be honest this is a much bigger problem than can be covered in a short blog post. Too many website owners think that having Google Analytics will solve their statistics needs. However, having the data is not the same as understanding it. If this information is misread it can lead to bad decisions about the future development of a site.

Specialist vs. Generalist: Who Wins?

The final post this week is of interest to pretty much everybody who listens to this show. It asks which is better – the Specialist or the Generalist.

This is an important questions for both web designers and website owners. As web designers we need to know whether we should be specialising in a specific area of web design. It is important for our careers and our businesses.

As website owners we want to know whether the pain of dealing with multiple specialist suppliers is worth the increased expertise you would receive over a generalist.

It has to be said the article is written mainly from the web designers perspective. However, I think there are lessons to be learnt for all sides.

The post outlines the pros and cons of both approaches, but ultimately comes down on the fence when it says…

There are advantages to being in both groups, but I think the only way to be truly successful is by being a little of both. You can be a specialist, but in order to be able to develop a profitable business, you may need to be able to supplement your specialty services with some add-on services that may not be exactly in line with your focus.

Personally, I think it depends on how you define specialist. The type and level of specialisation can vary massively and the way you position yourself will define your success. For example, you may specialise in a certain discipline (e.g. Ruby on Rails development) or in a specific market (Higher Education).

Ultimately, whether you are a website owner seeking an agency or a web designer forging a career, it is all about balance.

As a web designer, if you specialise too much you will not find work. If you generalise you cannot differentiate yourself.

As a website owner you want a web designer who is enough of an expert to deliver an outstanding solution, but you do not want so many specialists that your project turns into a nightmare.

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Interview: Aarron Walter on Interact

Paul: Hello, and so joining me today is Aarron Walter. Good to have you on the show, Aarron.

Aarron: Thanks for having me.

Paul: And the reason we have Aarron on the show is because he is going to talk about a new initiative.. is ‘initiative’ the right word, Aarron?

Aarron: Yeah, yeah.

Paul: Let’s go with that. A new initiative from the web standards project, called Interact. Now, let’s kick off, Aarron, by maybe you telling our listeners a little bit about what Interact is.

Aarron: So, whilst Interact is an open curriculum framework, basically we’ve been recognising that the Web Standards Project has been around for a long time and we’ve done a lot of things to try to get standards into industry. And to a certain degree we’ve made some big triumphs in that respect, but there are still a lot of websites out there that aren’t following standards and people that are sort of behind. And we saw the Achilles heal as to why that’s not happening, as really, education. So, you know, our medium’s really young and it hasn’t really found it’s bearings with how we’re going to marry industry and education, so whilst Interact is a curriculum that has a series of courses that teach not only web standards, but best practices.

So there’s of course the stuff that you would expect from WaSP which is the front-end development courses that teach progressive enhancement and semantic markup and that sort of thing. But we have six learning tracks that include foundations; there’s a course in there that’s like an intro to internet concepts and how people can use the internet to teach themselves and use RSS, that sort of thing.

So there’s front end development, there’s a design track, there’s server side development, there’s user science and then there’s also professional practice. So what we’re trying to do is create a collection of courses that are very modular, to try to get these into schools. And we recognise that not every school is just going to take the entire curriculum and integrate that into their program. You know, if you’re a Computer Science program maybe you’ll take a course or two, if you’re a design program you’ll take a course or two, or even just grab the assignments or look at our competencies.

Each course is based on competencies, which are the things a student has to master before they can pass a course. And then the evaluation methods: So each course has assignments, it has exam questions, it has readings that come from Operas own web standards curriculum – we’ve been collaborating with them. It has textbooks, it has pretty much everything that an educator could need to teach a particular topic.

Paul: Okay, so is this something that is then aimed entirely at educators, or if somebody wanted to get into web design and they were trying to learn it in their spare time, could they just go to this and use it in isolation by themselves?

Aarron: To some degree, I guess they could, but Operas web standards curriculum is really learner-centric, so if you’re trying to teach yourself, that’s probably the place to go. But ours is very much focused on educators, because we feel like there’s a lot of great resources out there on the web if someone wants to teach themselves, but there’s not a lot of great stuff for educators to get stuff into their courses.

Paul: So, when you say ‘educators’, I mean what kind of level are we looking at here? Earlier you mentioned schools. Are we talking about school age, or are we talking about higher education? What are we covering here?

Aarron: I’d say our primary target is higher education, colleges, universities, even training programs to some degree. But we are also seeing some of our content in high schools as well and we’d like to see that more. Especially foundations courses like the web design one course or the internet fundamentals course. If students could go into college with a solid foundation, then they can start to focus more on "What can I do with these techniques?" than theory and concept.

Paul: So is this design to be fairly international or is it quite U.S centric in the way that it’s written.

Aarron: We want it to be very international and the people that have worked together on this are from lots of different places. We’ve got some folks in Europe, Canada and of course some folks in the U.S, so it is in an international group that’s coming together and we’re actually working with WaSPs ILG group – that’s the International Liaison Group. And we’re working on, this year one of our big goals is to try to get a lot of our content translated to different languages.

Paul: Okay, so there will be multiple language versions of all of this as well at some point?

Aarron: That’s the direction we’re heading, yes.

Paul: So, I mean, how did this come about in the sense of, you know, well, how did you get involved in it for a start and what was the motivation behind it?

Aarron: So, I’ve been teaching for the past ten years in different schools in the U.S and colleges and universities, but I’ve also been working in the industry as well. And I got on WaSPs mailing list, I just joined the mailing list and started to talk to some folks and then they invited me to join – it was a year ago, I guess it was at the very beginning of 2008 – and so I joined the education task force who created the Interact project. And basically there were ideas about the curriculum and I’d heard lots of people say "Yeah, what we really need is, you know, education’s way behind" and they’re happy to point fingers and "We need a curriculum", but it just never was really transpiring from anyone coming from the industry and so we kind of just decided we need to do this. And I’ve helped create curricula before as a faculty member at the Art Institute of Atlanta and so I had some ideas and we had a really great group of folks that are in the education task force – people that are educators and people that are experts from the industries. So, yeah.. actually South by South West was where this all started, which is pretty amazing, of course there are lots of great people there. So Glenda Sims, who’s one of the heads of WaSP these days introduced me to Chris Mills from Opera who was working on his project and we kind of had some drinks at the Geeks Club bowling event and we just kind of went crazy talking about these ideas. And Steph Troeth then Leslie Jensen-Inman and we all had these ideas, and then we just set a goal for ourselves in 2008 at South by South West and we said "In a years time, we’re gonna be back and we’re gonna have a curriculum." and that’s what we did. This year we launched our curriculum at South By.

Paul: That’s quite an impressive turnaround for the amount of information that’s in there. How did you draw everything together? Where did it all come from?

Aarron: Well, we met every week online and we talked and we established a course template, which really helped us. The stuff that we really needed to put in these foundation courses, we all know what needs to go in there. It’s just a matter of getting around the pedagogy or the educational part of it. So we developed a template for assignments, a template for a course and a template for learning modules which are basically like, you know, a teacher could teach a concept like let’s say, HTML forms in a weeks time. So we developed those templates and then from there we just assigned courses to different people and we used a wiki and we just met regularly and.. I gotta say, you don’t have to have a huge group to develop a curriculum.You just have to have a few people who really have their heart in it and.. we have some amazing folks, so..

Paul: So, what kind of response are you getting so far from H.E institutions? Are they interested in adopting it? If they are, how are they going to go about that, because, I mean, my impression is that it always takes forever to get a curriculum approved at a university or whatever. So I’m just interested in how that process is going.

Aarron: Yeah, education is.. one of it’s benefits is that it’s slow to move, so once it gets a solid foundation it keeps that solid, but you know, one of it’s drawbacks is that it’s slow to move. And so we’ve got some schools that are really excited about it and generally the folks that.. you know, it’s only been a couple of weeks that this has been live, we’ve got some folks that are really excited about it and those are folks that were kind of headed in the same direction themselves. So we’ve gotten some responses from schools in Europe and some schools in the United States that are interested in pulling some stuff in. And we have a school that’s looking at using a lot of our content right now. So we’re in the early stages of trying to get this out there. I think the easiest part is building the curriculum, because we know what needs to go in there. The hardest part is getting it into schools. So one of our strategies is to get the endorsements of folks in the industry, so we’ve gotten endorsements from Google, from Yahoo, from Adobe, from W3C, from Opera, from Mozilla – they’re all just super excited about what we’re doing and that sort of brand recognition can help us get our foot in the door with schools. And of course going out to conferences, we’ve got folks at the European Accessibility conference right now, talking about it, so we’re just trying to get out there and let people know.

Paul: Excellent. That sounds brilliant. I mean, I know that a lot of people that listen to the Boagworld podcast – there’s a large number of students that we’ve got listening and I often get complaints about this, that what they’re being taught at university bears no resemblance to what they’re hearing on this podcast. And I’m hoping that that’s because the podcast is right and the university is wrong and not the other way around. So if they’re listening to this and they’re getting really excited about it and, you know, they’ve gone to your website and they’re seeing the curriculum – I’ve got it on front of me now and it does look really exciting – how do they make this happen in their institution? What would you encourage them to do?

Aarron: So, this is the interesting thing – that so many of us have complained about a problem, but there aren’t a lot of people that will take that complaint and turn it into action. So if you’re a student or if you’re an educator what we need you to do is, there’s a page that’s called Advocate Standards (http://interact.webstandards.org/advocate/) – you can get to it from the homepage of http://interact.webstandards.org. It kind of just describes what standards are, why they’re relevant to you and we need people to share that information with their teachers, we need people to share just this website with their colleagues and show them the testimonials of the people who believe in this and want students to come out of schools with these skills. So we need people to act in a bottom-up sort of way, you know, grass roots. Take this to your classroom, take this to your teacher, take this department chair and just let him know. That’s the most powerful thing that people can do right now.

Paul: I mean, what I’m quite excited about from looking at this curriculum is that it contains a lot more than "Here’s how you code in X language" or whatever and even has got more in it than just design and user experience stuff. All this stuff about professional practices is very exciting too. Could you perhaps tell us a little bit about that?

Aarron: Yeah, so professional practice, we want people to not only get the concrete skills of "I can code a standard compliant page" or "I can construct a usable website", but we want people to be able to present their about their work and you know, be able to survive in a real career in the web. And so professional practices is going to have a series of courses to do that. We’ve got some pretty exciting ones that are coming up. There’s ‘writing for the web’ – it’s going to be a really cool one, that Alan Hussain from a List Apart is going to be creating. And we have a presentation course that’s coming down the line. So, we’ve got a number of those coming up.

Paul: That’s quite interesting, you just said something that I hadn’t grasped which is that there’s more to come here. That this isn’t the end of the line. It sounds like you’ve got lots more that you’re still developing. Is that right?

Aarron: Yeah. We call it a living curriculum, because you never write a curriculum and then you’re done. Especially in our industry, things change so fast. is what of course we’re going to be working on this year. Our design track is light right now and we want to try and address that ASAP, so we’ve got Dan Rubin and Ethan Marcott, are working together to create a foundation design course, that is specific to what web designers need to understand. And we also have Dan Mall is going to be helping us with a Flash course and Aral Balkan is also going to help us with some flash stuff too. We have a lot of stuff going on this year for new courses, so we hope next year at South By when we see everybody that we’ll have a brand new stack to add to Interact.

Paul: Excellent, so do you kind of envisage, from an institutional point of view that, like we were saying, it takes a long time for a curriculum to get approved and that part of the problem has always been that, by the time it’s approved it’s out of date, when it comes to the web. So is the idea that you’re going to get institutions to buy into the Interact curriculum in its evolving nature so that they always get the most up to date version of it. Is that the kind of plan? They’re not grasping one moment in time from it, if that makes sense?

Aarron: Yeah, exactly and we want to take some of the hard work out of being a teacher. I speak from experience, there’s so many things you have to keep track of and trying to keep pace with a lot of changing technologies and concepts, that’s hard on top of the umpteen other plates you’re spinning. So that’s exactly what’s going to happen, is that our courses, they’re not chiseled in stone, they’re published on the web, they’re in an expression engine and we’ll change those as they need to be changed. But that said, we need to strike a balance, because we can’t be chasing every new technology all the time, we have to evaluate and there has to be foundational concepts that remain steady. Separation of presentation and content, that’s steady foundation concept. But new technologies or techniques, they might change.

Paul: Okay, I mean, the whole area of education and web design is massively exciting and there’s so much going on at the moment in so many different fields. I mean, from your perspective, what else out there is really exciting you at the moment that you’re seeing.

Aarron: There’s so much, I just feel like last year that I just saw so many companies, organisations, individuals that, it seems that everyone just was pissed and they just walked out their house and they were headed in one direction until it was like everyone sort of meets up in one big mob. And so, what Opera’s doing, what Chris Mills has done with the 55 articles that he’s brought together and edited for Opera Web Standards Curriculum, that’s huge. Those are all rolled into WaSP Interact as our recommended reading, so that was fantastic. Yahoos Juku project, if you’ve heard of this it’s quite amazing. Nick Fogler, who’s the running Juku – Yahoo actually has a training program, where they bring students that are not employees, they’re not hiring them. They bring them in and they train them to be front end engineers over the course of a few months. And they’re doing it because they’re trying to solve this problem on their own. So, we’re talking with them about how they’re solving problems and looking to collaborate and discuss what we can learn from them. John Allsopp who runs Web Directions (the conference series), he brought myself and Chris Mills and Steph Troeth together with a number of other experts and we did Ed Directions, which was a day long workshop that taught teachers how to teach these concepts in their classroom. So there’s just so much stuff that’s happening right now and that’s just the tip of the iceberg.

Paul: Exciting stuff. It sounds like it’s a really good time and it’s great to have you on the show. How you manage to fit all of this in alongside earning a living too is quite beyond me, but it’s really good that so many people are volunteering and pitching in. That’s great. Okay, let’s get you back on the show, I guess in a years time and sees what’s changed. But thank you very much for coming in now and I will talk to you again soon. Thanks.

Aarron: Thanks for having me.

Thanks goes to Andrew Marquis for transcribing this interview.

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Listeners feedback:

We have two emails this week dealing with two totally unrelated subjects.

Remote user testing

Our first email is from Steve. He writes…

Catching up on past podcasts, I listened to the episode on User Testing (#150). A method I’ve used that I haven’t heard tossed around much is remote user testing using a screen sharing program like GoToMeeting.

I used this for usability testing of our Intranet and it has several advantages:

  • No need for people to come to central testing facility, or you to go to them.
  • The user is at their own computer, so more comfortable.
  • Ability to record the entire session (screen and audio) so others can look at it later.
  • Tester can conduct testing while in his underwear only (I didn’t do this, but you could.)

What do you think of this method?

Sounds interesting although it would not be my preferred approach.

It’s easy to become a snob when it comes to usability testing and so let me make it entirely clear – any usability testing is better than none.

If you have no budget for user testing, test on friends and family. If time is tight, test on a colleague sitting nearby.

In the same way, if you are having trouble arranging sessions then use Steve’s approach. Something is always better than nothing.

That said, I do have some concerns with remote testing. These include…

  • It sets a minimum bar of technical competency. A user has to be able to connect to the system in order to participate. I know this would have been beyond the capabilities of some test subjects I have worked with.
  • It is less personal. Face to face usability testing puts users much more at their ease and allows you to build a relationship that facilitates honest feedback.
  • It does not allow you to read non-visual signals. Users will often pull a face or shift their positions when they are frustrated. As a facilitator you need to be able to see these signals and ask what they mean.
  • You are not seeing exactly what the user is seeing. You can only see their screen. You cannot see other distractions such as TV in the background. You cannot see the position of their keyboard and mouse. You have a limited field of view.

My preferred approach is to test in people’s homes. Not only are the users more relaxed, you also get a unique glimpse into their world. You see where they access the web, you learn about their home environment and even gain a better understanding of their character.

However, we do not always live in a perfect world and so would definitely use remote testing if better options were not available.

Finding a job

Our second email is a rather despondent one from Andrew…

I have one question, In the past you’ve talked about hiring new for staff, but as far as I can tell you’ve never discussed how to look for a job. I’m currently looking for a career in the industry, but I can’t get a resume to any company or even talk to someone of said company. Almost all the businesses I’ve approached (or at least tried to) either work from home, are no longer at that address, or no longer in business, and actually are just freelancers. And when I find a job posting online its for someone far more experienced then I am. I’m completely demoralized.

You have my sympathy Andrew and I have to say its a tough time to to break into any new sector including web design.

I am also probably not the best person to answer this question. I have been completely unemployable for some time now due to my ill defined skillset and opinionated character :)

So, I am going to try something different with this question. If you have some advice for Andrew, post a comment below. That way we can get the Boagworld community helping each other.

In the meantime here are a few random ideas from me…

  • Give up on the cold calling technique. Randomly contacting agencies is largely a waste of time. You have to get amazingly lucky to contact an agency who happens to be currently recruiting.
  • Try for an internship. Admittedly you will not get paid, but it is a foot in the door. You get a chance to improve your skills and also get to know the people in the industry within your area.
  • Be willing to move. There are jobs out there but they are often further a field.
  • Put yourself in a neat little box. Potential employers need to know what you do. Are you a designer, a coder or a server side developer? Companies don’t know what to do with people who know a bit about everything.
  • Start networking. The best place to find job opportunities is by attending conferences and meetups. Even if you cannot afford the conference itself, turn up at the parties and stand in the halls. Just get yourself out there.
  • Register with recruitment agencies. As an employer I hate recruitment agencies because they cost me money. However, we do still sometimes use them and it doesn’t cost you anything to be listed with them.
  • Ensure your website is perfect. The first thing I do when I look at a potential employee is check out their website. Their site has to be outstanding. It needs to look amazing, be well coded and rich with great content that demonstrates a passion for the web.

Hopefully that helps Andrew and keep an eye on the comments for more advice.

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Series: Building A Better Web Application by Ryan Carson

Ryan Carson: Hi I am founder of Carsonified a small web company in Bath, England. I am an American as you can probably tell, as for living in England I have been here about nine years. So a little bit of history about us real quick so you know who I am. I have a computer science degree and I have been involved in building four web apps and we are building a fifth truvay.com which will be released later in 2009, and we have sold two of our webapps dropsend.com and heyamigo.net. So the stuff that I am going to share with you today are lessons I have learnt the hard way basically as we have built web apps.

So the first thing I want to talk about is the Admin area that you will build for your web app. What a lot of people don’t know is that the Admin area is really the key to good customer service. If you haven’t enabled really easy customer service then it makes it hard to actually please your customers when they have problems so the first one to make sure you build into your admin for your web app are one click refunds so if someone calls and complains and says hey I am having trouble this month I am really frustrated please help you want to be able to just go into the admin do a search for their email address, their name or their company or anything and bam one click and refund their last invoice and what this does is it gives you, it gives you the ability to just make them happy right away. With a lot of web apps these days on recurring billing you will probably be charging people 5,10,15, $20 a month so losing that amount of revenue in return for really making a customer happy is super important. So make that easy for yourself to refund that money.

The second thing I would make it easy to do is have one click password reset that automatically sends out email with the new password, so with Dropsend it was really hard to reset people’s passwords and that was the number one request people had problems with, they couldn’t remember their password. So if I was to do it again what I would do is I would actually build the admin so I could forward an email from somebody presuming they had sent it from the email address of the account, forward it into Dropsend or the admin and it would automatically know that what it needed to do is reset the password for that email and then it sends out a new one so literally you do not even have to visit the admin area to reset someone’s password you just forward an email that would be amazing, so that’s the way I would do it next time.

The next thing I would do is also doing a one-click resend invoice. So a lot of people they don’t understand they can go into their "My Account" area of a web app to see their past invoices and what they will do is they will just email you and say hey you know I need last month’s invoice. If it is hard for you to find that or send that it is going to make you less likely to help that person so I would do a search on the email address show a list of invoices bam one click and it emails them a pdf version of the invoice. That’s another, that leads me onto another area that I would like to talk about that is invoicing. If you are doing recurring billing sort of every month billing your customers make sure that you are not re-inventing the wheel I would recommend a web app called Spreedly.com and what it is basically it is a web service for recurring billing they have done all the hard work, written all the code, the code for the Dropsend recurring billing was at least I think 1200 lines of PHP and it was good solid code but it was really hard and painful to write. So I would recommend don’t re-invent the wheel use a service like Spreedly because it is making calls to an API if later you decide you don’t want to use a service like Spreedly any more that layer has been abstracted out so you could replace it with your own billing system or another one and it won’t kill you, but I would say hands down don’t rebuild reoccurring billing it is a real pain in the ass.

The last tip I would say about your admin area is make sure that it is easy to give your customers credits. you want to be able to login search for an email address and just give them, hey I want to give them five bucks towards next month, ten bucks just to make them happy and you will have lots of happy customers. So that is my five minutes of tips, thanks Paul for letting me be a part of this. Take care Bye.

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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.

Headscape is hiring

Are you a developer living in the south of england? Headscape is looking for a talented, enthusiastic developer to join their team.

Not only are we looking for somebody interested in renting office space at the Barn, we are also looking to hire a new developer. We are looking for somebody with a computer science background, who is passionate about the web and can work out of our Hampshire offices.

Who we are looking for

We are looking for a server side developer who is absolutely passionate about the web and keen to develop new skills and experiences.

We are looking for somebody that loves finding innovative solutions to problems, enjoys working as part of a creative team and excels under pressure.

We need somebody with a computer science background preferably with a first or upper second degree.

Although Headscape is almost exclusively a .net development house, we do not require you to have specific experience in this language. As long as you can write great code, we will teach you the rest. (Anti-Microsoft Bigots need not apply!)

What we can offer

Headscape has a lot to offer employees. Just some of the benefits include…

  • A great working environment (watch our recent tour below)
  • The chance to attend industry conferences (two of our developers are off to SXSW soon)
  • All the training and careers development you need
  • The opportunity to work with an amazingly talented team
  • Loads of challenging and complex work that will stretch your skills
  • Some great client work to add to your CV
  • A decent office chair! :)

As for salary – Headscape always try to pay well and also pass on our success in the form of bonuses when things go well.

Where you would work

One of the best things about working for Headscape is our offices. Check out the video tour below. This was originally recorded to show people the room we have for rent. However, it also gives you a nice idea of where you would work.

The office is based in Lockerley, Hampshire. This makes it well placed for those living in Bournemouth, Winchester, Southampton, Romsey, Basingstoke and Portsmouth. However, its such a damn nice place that it is worth relocating for!

Interested?

So are you interested? If so (and you are not a recruitment agency) then email your CV to [email protected] or call him on 01722 320596.

10 harsh truths about corporate websites

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

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

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

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

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

1. You need a separate web division

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

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

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

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

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

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

Screenshot of Zeldman's website

2. Managing your website is a full time job

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

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

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

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

3. Periodic redesign is not enough

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

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

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

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

Screenshot of Cameron Molls Article

4. Your site cannot appeal to everyone

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

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

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

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

5. Your site is not all about you

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

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

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

6. Design by committee brings death

Illustration showing why design by committee fails

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

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

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

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

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

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

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

Post from Twitter complaining about being a pixel pusher

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

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

8. A CMS is not a silver bullet

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

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

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

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

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

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

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

9. You have too much content

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

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

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

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

10. You are wasting money on social networking

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

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

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

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

Screenshot of Microsoft's Channel 9 website

Conclusions

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

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

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

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

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

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

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

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

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

Page sample from Marks book

Win a free copy

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

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

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

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

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

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

Current entries

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

149. White Hat

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

Download this show.

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Housekeeping

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

Web Design Introductory Training

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

The two courses are…

HTML and Web Standards for Beginners – 19th February

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

Beginners CSS – 20th February

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

For more information visit edgeofmyseat.com/training/

Bamboo Juice

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

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

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

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

Consultancy Competition

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

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

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News and events

More on jQuery

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

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

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

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

Getting started with HTML 5

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

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

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

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

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

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

Web design trends for 2009

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

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

The trends listed include…

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

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

Your website can thrive in a recession

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

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

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

He goes on to say:

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

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

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

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Feature: Becoming Number One On Google

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

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Listeners feedback:

Customer testimonials – Are they worth it?

Question from Dave Rupert –

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

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

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

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

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

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

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

How do you make your site feel safe

Kevin Dees asks an interesting question on the forum:

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

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

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

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

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

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

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

However a few things have come to mind…

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

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

 

To Version Control or Not?

Version control can seem like a very daunting thing to incorporate into your work flow, but once it’s there you can be left wondering how you ever lived without it. Paul Stanton gives his thoughts and experiences on the subject.

This post has stemmed from an e-mail by Simon Hamp whom has just started working for a PHP development team and has been given the task of assessing their current systems. Simon writes:

I wanted a professional opinion on a proposal I have made to move from file-based version control (i.e. manual folder management) to full-blown source code management.
Is it worth making the change from an existing system and move to something like Subversion for a team of our size, considering that this would change the processes for those who have been here the longest quite considerably?

Version control is one of those things that you already know you should be using, and if you’re like me, have promised yourself for a while that you’ll get round to learning and integrating into your own workflow. Chances are that one day, disaster will strike and you’ll realise why it’s so important.

I’m going to be honest with you here, I can’t profess to be an expert in version control. I’ve been playing around with it, and the team I work with are very close to making it a mandatory part of our design and development workflow, but I hope i can provide some form of assistance in your decision to adopt a version control system, and maybe convince myself in the process.

That being said, I don’t think there even is a decision to be made. You – need – version control. There’s no real question about it. The biggest challenge we face is integrating this into our existing workflows.

Let me take a step back, and explain what version control is for anyone unfamiliar with the concept.

Version Control Systems (VCS) (also known as Revision Control, Source Control or Code Management) is a way of managing multiple versions of the same information, which is most likely – in this case – the source code of your website.

In the simplest terms, VCS allows you to keep track of the development of your source code, keeping track of the changes you make as you go along with all the changes being stored in a repository. You may already use a crude method of version control yourself, naming files such as index1, index2 etc. VCS systems keep track of all these changes, and let you revert to any previous version if the need arises.

The real benefit of VCS comes when you have more than one person working on the same file. Instead of you overwriting each other’s changes, or attempting to manually merge the changes from one developer with the changes of another, the VCS can take care of all this for you, creating branches for each developer to work on which allows multiple developers to work on the same file simultaneously, then merging the changes into a single version, highlighting any conflicts or problems that may arise.

There’s plenty of more detailed descriptions of VCS systems online if you’d like to learn more (Wikipedia might be a good place to start), so I’ll save diving too deep into the rabbit hole for now, I’m sure that if you’d really like to learn more, Paul can work it into future shows. For now, I’ll return to our case in point; “Is it worth making the change from an existing system and move to something like Subversion for a team of our size”.

I work in a team of 11, with 2 other designers and 3 other developers, and we ran into issues recently with a site that needed some last minute changes made. I was asked to do some markup modifications and CSS changes which required me to modify multiple files. This project wasn’t in a VCS system, so I was given a copy of the files on a flash drive. I made my changes, re-saved the files to the flash drive and handed back to the designer. In the mean-time, the designer had made other changes to the files, and needed to merge my changes with her own manually by copying and pasting from my copies of the files. To further complicate matters, the developer then needed to take these files and integrate the markup and CSS into their .NET templates.

I don’t need to tell you that this was an absolute nightmare, at one point we were managing 5 local copies as well as 2 remote copies (one on the dev server, and one on the live server) To be fair I’m not sure if the team has ever hit a problem such as this before, with multiple people working simultaneously on a project and unfortunately we don’t have VCS as a mandatory part of our workflow as yet, but after this experience, I’m sure it won’t take long.

If we did have VCS, I could have checked out the necessary files, made my changes, and checked them in, the other designer could have checked out the same files and made her changes simultaneously, and also checked them in when she’d finished. Then we could have simply merged these together into one, any conflicts would have been highlighted for us to easily rectify. The developer, when ready, could easily deploy these from the dev server to the live one with a couple of commands.

There will be issues with integrating this into your own processes, especially with people who have their own tried and tested systems, but personally I think you really have to put your foot down here. VCS should be a mandatory part of your workflow, especially as your team grows and there are more people involved with projects.

If possible, I’d recommend arranging training sessions on whichever VCS you choose to adopt, you should only need a day, or even a half day to go through the basics of using a VCS for your dev team, I’d even wager (or should that be “hope”) that those who have been professional developers for some time will already have experience of one form of VCS or another and shouldn’t be resistant to using one.

My last point would be to explore the various VCS systems on offer. The main 3 that come to mind when writing this article are Subversion, GIT and Mercurial.

Subversion (SVN) is the system that most listeners will have probably heard of. SVN is a centralised VCS system which centers around a single repository. Subversion is a well known, and generally well supported tool with a wide range of user interface tools available such as such as IDE extensions for most popular IDE’s and Windows Explorer shell extensions like TortoiseSVN. There’s also native Windows and Mac GUI tools available to make the normal command line interface a bit easier to digest.

GIT and Mercurial are slightly different in that they’re Distributed Version Control Systems (or DVCS for short). While Subversion manages a single repository, a DVCS system like GIT has multiple repositories. The best way I can explain is that imagine if my team was working on a project, and we had a repository on our dev server, I can then clone that whole repository to my laptop, and take it away to work on at home, on the train, or at the top of a mountain if I so wished. With a centralised VCS like subversion, you really need access to that central repository to commit your changes, with a distributed system, al
l your developers can mainta

in their own local copies of the repository, commiting changes to the master repository when needed.

GIT is actually the system I’m getting to grips with at the moment, the branching, tagging and merge tools are more stable than the ones within Subversion. Please note that I’m not trying to bait anyone here, and I don’t want to get into a flame war about which VCS is better than the other. GIT’s distributed nature makes more sense to me personally, and allows me to manage my branch without network access if needs be, and in the event that our development web server with the master repository blows up, each developer has a copy of the repo in some form, and there is a good chance that the whole codebase can be rebuilt easily.

So I hope this persuades you into adopting some form of version control, but if you really ask yourself, you already know that you need to use it, and to return to Simon’s original question, I bet your developers already know they should be using it, they just need a little encouragement to integrate version control into their processes, the benefits far, far outweigh the disadvantages.

By Paul Stanton

Too many content management systems

I know we live in a capitalist society. I know we are supposed to believe in choice. However, there are just too many damn content management systems. Another extract from the Website Owners Manual

Let’s face it, most content management systems look the same there days. They all offer very similar functionality. After all, most people want similar things. Once you have narrowed the field by price it can be hard to make the final decision.

However, functionality and price should not be the only criteria by which you make your judgement. There are a number of additional issues which need considering. In many ways these are just as important.

These include:

  • Licensing
  • The development team
  • Security
  • Accessibility and code quality
  • Documentation and training
  • Support
  • Community

We should begin by looking at the subject of licensing.

Licensing

Examine in detail the license attached to your choice of cms. It is not uncommon to find licenses that state you can make no change to the source code or use a alternative developer.

You may also find that licensing is per site or worse still per user. This can become very expensive if you want to setup multiple sites or have a large number of content contributors.

Ideally you want an agreement that allows unlimited use of the cms with the exception of reselling.

The development team

Look carefully at the development team behind any cms you are considering. For example is it an open source project with a community of developers or the product of a single company?

Neither approach is wrong. However you need to be confident in the long term health of the product.

Open source projects can be highly productive despite often being created by volunteers. That said, they can die off quickly if a more attractive project comes along. If you are considering an open source solution look at the age of the product. Mature products are more likely to remain supported in the long term.

With a commercial product you need to be confident in the long term viability of that company. Consider requesting a copy of their accounts to confirm their financial stability.

In both cases look for a team that are regularly releasing updates to their system. This is particularly important from a security perspective.

Security

Security is an important issue for any content management system. If your site is hacked you could loose content and find yourself in litigation if hackers get hold of your users personal data.

Judging the security of a content management system is not easy unless you have technical expertise. If unsure, get an experts opinion. However at the very least you can do a google search on the name of the cms and ‘security issues’. If you see lots of results then you will definitely want an expert opinion.

Accessibility and code quality is another important, and yet hard to judge, issue.

Accessibility and code quality

As we established in chapter 7 it is important to build using the latest best practice. This ensures your site is accessible and provides the flexibility to adapt over time.

Judging whether a content management system uses best practice is difficult if you are not a web designer. However, talk to the cms developers about their approach to accessibility. Equipped with the knowledge from chapter 7, you should be able to get an indication of their competency.

One aspect of best practice we have yet to discuss are webpage addresses. For a long time content management systems produced addresses that were hard to read. For example:

http://www.boagworld.com/index.php?sourceid=navclient&q=4

However, more recently content management developers have realized this is hard to read and damaging to search engines placement. Therefore modern content management systems produce addresses that look more like this:

http://boagworld.com/technology/friendly_urls/

This is a huge step forward and also allows the web address to be used as a navigational tool. Users can identify where they are in the site and even edit the url to find different pages. For example if the above address is shortened to:

http://boagworld.com/technology/

it will return all pages within the technology section.

Whenever possible look for systems that support friendly urls. They are a good feature to have and provide an indication of how up-to-date the practices of the developers are. If a cms supports friendly urls they probably support accessibility and standards too.

Additional information on best practice should also be made available through the documentation that supports the cms. This too is an important differentiating factor.

Documentation and training

Good documentation is a crucial component of any cms. As I have already said, content providers may not be using the system on a daily basis. They can easily forget how it works. Documentation should therefore be comprehensive and easy to use. Some content management systems also provide walkthroughs and video tutorials. These also help users understand how the system operates.

There should also be documentation for developers too. This will enable your web team to adapt the cms to better suit your needs. Without this it can be nearly impossible to work out how the cms works.

Alongside documentation, training is another useful resource. This is important for content providers who need more than a manual before they start using the system. Training provides them with hands on experience and the opportunity to ask questions.

No matter how good the cms and supporting documentation, there are occasions when you will require additional support.

Support

You need to ask some hard questions about support. What happens if you identify a bug in the content management system? Will you be required to pay for the fix? How fast can you expect a response? Do you require 24/7 support?

You need to know your requirements and have a good understanding of what the cms provider can offer.

Beyond fixes, there are broader questions about help. If you have a problem with the system is there somebody you can turn to for advice. Do you have to pay for this support and when is this support available?

Of course not all content management systems come with support. It is unusual for anything but enterprise level systems to offer this option. If it is not available you need to look at whether the system has a vibrant community.

Community

The community is made up of other individuals who use the cms. They share advice and experiences via forums, mailing lists and support sites. Such communities are particularly important for open source content management systems because these products rarely offer formal support and training. However, many commercial products also have excellent online communities.

A good community will be able to answer questions, offer support and even make available a range of plugins that can be used with your cms. Before investing in a cms ensure it has a vibrant community. Visit the support site and look at how many users are registered and how often they post. Examine the kind of topics people are discussing and particularly how supportive they are to new users. It is not unusual to find apparently vibrant communities that are hostile to new users asking ‘dumb questions.’

For more from the Website Owners Manual and early access to chapters as they are written go to the books website.

106. Back to work blues

On this week’s show: Paul and Marcus discuss common mistakes when creating your sites structure and Rachel Andrews shares her experiences of getting into web design.

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News and events | Common mistakes of site structure | Rachel Andrews on building your web design career | Listener emails

Just a quick little request before we kick off today’s show. I need to get some more moo cards for the boagworld podcast (I am too tight to get proper business cards). Anyway I am having trouble with what to put on the cards. I was going to put a nice image on the cards but when I thought about it I couldn’t think of anything appropriate. In the end I decided to include tiny snippets from the reviews people have written about the show. However, being typically British with our self deprecating sense of humour. I decided to use the negative reviews rather than the positive ones. I have some great stuff such as “Paul has an ego that doesn’t need boosting” and “truly crappy jokes”. However, I need more. So, if you have 5 minutes this week drop me an email with a short, witty and hopefully not too rude review of the show. Let the venom flow :)

News and events

Internet Explorer 8

So the last time we did the news before Christmas Microsoft were under attack from Opera for its lack of standards support. Well, things have moved on since then and it is looking like Internet Explorer 8 is shaping up to be a very nice browser indeed. For start IE8 has passed the Acid 2 test published by the Web Standards Project. This is a definite commitment from Microsoft to provide comprehensive standards support and should be applauded. Jonathan Snook explains the ramifications of this as well as making some predications of his own as to what IE8 will look like. According to him we can expect straightforward column layouts, grid positioning and improved javascript support. Best of all if Jonathan is right we might see IE8 out in beta by the summer and in final release by next Christmas. Maybe then we can look at dropping support for IE6.

Using CSS to diagnose problems

Although there is still a lot of CSS not supported by browsers such as IE it is incredible what is possible with just what we have at the moment. Eric Meyer recently posted an article suggesting that you might want to consider using CSS to diagnose issues in your HTML that need resolving. In his article he uses CSS to find out where markup might be choking on missing accessibility features, targetless links, and just plain missing content. For example he uses CSS to visually highlight all images that have an empty or missing ALT attribute.

This isn’t an entirely new ideas. In fact Marco Battilana proposed a similar approach to highlight accessibility issues back in July 2006. However, Eric has taken it that much further and offered an excellent way of not only highlighting problems to yourself but also to your clients who maybe editing HTML.

Common accessibility mistakes

Talking about highlighting accessibility mistakes I came across a great article that does exactly that. Basically the article focuses on the fact that website owners can often be over enthusiastic when it comes to accessibility and start overusing HTML attributes designed to help accessibility. The result is that we can often do more harm than good. The article looks at the alt and title attributes which are often verbose or repetitious. It also looks at tabindex and accesskeys that can cause confusion and conflicts with normal browser behaviour. If you are applying any of these attributes to your code then I highly recommend you cast your eye over this article.

Basic design principles

The final story this week is an amazing series of posts by Patrick McNeil over at Design Meltdown. The reason I say they are amazing is because they are immense and I confess I am yet to read all of them. As you probably already know Design Meltdown tracks trends in web design and shows examples of sites that highlight these trends. Using the same example based approach Patrick looks at the fundamental principles of design and deconstructs them expertly. He covers Emphasis, Contrast, Balance, Alignment, Repetition and Flow in a screenshot packed series of posts that are a must read for anybody starting out in design. In the past I have always recommended Jason Beaird’s book “The Principles of Beautiful Web Design” for those starting out in design. In fact we have Jason on the show soon. However, if you don’t like reading books or want to save a bit of money then Patrick’s analysis is a credible alternative. Check it out.

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Feature: Common mistakes of site structure

Just before Christmas I wrote my final blog post for the year on creating the structure for your site. It is a topic that I have been thinking a lot about recently because of various projects I am working on and so it was fresh in my mind. In particular it occurred to me how much harder producing a good site hierarchy is than it first appears. In fact I see the same common mistakes occurring again and again. It is these mistakes I want to look at in today’s show. Read Common mistakes of site structure.

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Expert interview: Rachel Andrews on building a web design career

Paul: OK, so joining me today is Rachel Andrew from EdgeofMySeat.com. Hello Rachel. It’s good to have you on the show at last.

Rachel: Hello, Paul. It’s good to be here.

Paul: I feel like I’ve been trying to bully you to come on the show forever and ever and ever, but it hasn’t worked out for one reason or another, but we finally got you here, so that’s good news. So uhm, Rachel, when I came to kind of putting together what I was going to do, talking to you. I suddenly realized I didn’t know you very well. I’ve heard a lot about you and I’ve heard a lot of other people say good things about you, which has gotta be a good thing, but I didn’t know anything about your background or kind of how you came to be involved in web developement. So, I thought it might be quite interesting, if It’s ok with you, just to spend a few minutes talking about how you came to be a web developer. How did you get into this illustrious career?

Rachel: Uhm, completely by accident, really. It wasn’t something I intended to do. My training is as a dancer. I was going to dance. That’s all I ever wanted to do.

Paul: All right.

Rachel (laughing): So, the part where I ended up doing this surprised everyone, (Paul laughing) especially my programmer father. (Rachel laughs)

Paul: Ahhhhh

Rachel: We didn’t even have computers in school when I was in school. I’m showing my age.

Paul: Yeah, I know the feeling.

Rachel: Yeah, so, and I remember when I was, I don’t know, either 13 or 14 there were two guys that came in and said, “All of you will need to know about computers in your future careers.” And I was like, “No I won’t. I’m going to be a dancer.” and they couldnt tell me why I would need computers and so I felt quite pleased with myself. So, yes, it wasn’t on the radar after all.

Paul: So, how did you go from dance to web developement? It seems a bit of a leap there.

Rachel: Well, I know this is a fairly technical career, and I was working back stage for a quite a while and when I decided to quit dance for various reasons, I was working in the west end and I managed to my way into a back-stage techie job.

Paul: OK.

Rachel: I did work as a choreographer and I knew a reasonable amount about sound and lighting and could my way in. So, I worked back-stage in the west end and for a year and a half on Charlston and on The Mouse Trap.

Paul: Right, I see.

Rachel: So, so that was it. So, it wound up to be a technical kind of job and then I found myself pregnant with my daughter. And you cant go heaving around stage equipment while pregnant.

Paul: No.

Rachel: So (laughing), I found myself with some time on my hands. It was really that I even started using the internet.

Paul: Oh, ok.

Rachel: I was fairly young and didnt know anybody else with a child and pregnant.

Paul: What kind of… how long ago are we talking about here?

Rachel: Well, the said child is now nearly 11.

Paul: Right.

Rachel: So, quiet a while ago. ( laughing)

Paul: OK.(laughing)

Paul: So, in the relatively early days of the Web then to some degree…

Rachel: Yes. Yeah and I mean thats really so very important in that at the time there wasn’t actually that much to learn and I was chatting to people on for the parents on the forums because as I said, I didn’t know anyone with a baby and I didn’t know anything about babies. So, (Paul: Ahhh) I was using the web just to talk to other people in the same situation. And then if you wanted to put anything online there wasn’t Flickr or all of these hings. You really had to build a web site.

Paul: Right. Yeah.

Rachel: So, you know, once my daughter was born, I started putting together various HTML. So I could put together a web site telling people about her and things like that. And that’s what everyone did.

Paul: OK.

Rachel: You chat in the discussion forums and you build web sites. Uhm I don’t know… I quite liked that. That was always good fun. So, it didnt take that long before people would start asking me if I would build them a web site.

Paul: Mmhmm

Rachel: And… and at the time there was so little to know. You know, it was a bit of HTML and you had to do some basic things with images. As time went on, I realized I was actually quite interested in, what at the time fewer people were doing which was writing things with Perl which was about the only thing that anyone used to do things like guestbooks and (Paul: Yeah) posting forums to email. It was very, very limited at the time in terms of what people were doing on the server side. I sat down with the Orilley Camel book and taught myself Perl.

Paul: Oh Right, OK. (Rachel laughing) As you do.

Rachel: As you do. Obviously

Marcus: Or not, in my case.

Rachel: Yeah, well… I was bored. (all laughing) I had a baby. You know? Nothing else to do. So, that’s really how I got into doing the back-end stuff via such a strange route and I didn’t really realize what I was learning or if there was real reason to do so. It was interesting to me.

Paul: Do you think there was any advantages or drawbacks to taking that kind of route. I mean I know that most of us that entered the web in the early days did it through some convoluted route in preference to having some kind of formal training. Do you think the people that are coming along these days are going through a proper… you know, going through some kind of computer training course or whatever? Do you think their at a disadvantage for not learning it themselves and discovering it themselves.

Rachel: Well, yeah, but I think things are so different now. I mean back then, it really was a case of: You learned HTML. You learned a little bit about how to make graphics work online. And maybe, if you’re very pushy, you learned some Perl. (Paul: Yeah) And that was it. There wasn’t a huge amount of decisions. I mean, even just to start learning to do this now, you start having to think, “Well, which language do I want to learn? What is the best thing to be learning? Where should I put my time?” (Paul: Yeah, totally). You know, I was just kind of sitting with a little 486 computer and thinking, “You know… this is quite interesting. Look, I can do this!” But we were all just discovering what we could do at the time. Whereas now, if you’re looking at this as a career and what’s going to be best right from the start, before you’ve even gotten started, you know? (Paul: Yeah) So, It’s very different. And It’s very difficult when people always say, “Well, how did you get started? Have you got any suggestions on how I can get started?” And It’s so different now.

Paul: That’s probably one of the most common emails I get. It’s, how do you get started and what languages do you start with? So, I guess you really didn’t have a lot of choice. (Rachel (laughing): No…) It was Perl or nothing, wasn’t it?

Rachel: Really, I mean, yeah, there were other things around but generally people were writing in C, Javascript, and Perl. And the web host I happened to have, had this server which you were allowed to run your scripts on. (Paul: Oh, ok) (Rachel laughing) They were still slightly nervous of it. You know, it was just one server you could run things on. It was a quite good community around that. People would help each other out on how to do things.

Paul: So what advice do you give people who do write with those kinds of questions as to what languages to start with? What do you say?

Rachel: I think the important thing is to learn something well. At the end of the day, once you’ve learned one launguage, you can usually swap to something else. It’s the concept that’s the hard thing. (Paul: Yeah.) Understanding based design or understanding just the basic constructs of any language. Once you’ve done that, you can usually swap to something else. I usually say that PHP is a pretty good choice. Just because It’s out there, everywhere. (Paul: Yeah) You’re going to be able to easily find somewhere to run it. You can set up your own development environment without having to spend any money, really. You can get that all set up. And there is lots and lots of help and there is a great community around that. And to be honest, PHP is what we tend to develop in now and most of the time.

Paul: I mean, It’s quite interesting that you talk about those early days and how you basically got into it because you became a mother. But the early days in the web, and to be honest, to some extent now, there arent exactly a huge number of female developers around. I mean, it seems to be a very male dominated thing. Did that put you off? Did that create barriers to you?

Rachel: It didnt really at the time when I was learning because I came out of a very male dominated profession anyway, (Paul: Oh, OK.) having been working back stage. So, it didnt, worry me. And also at the time, I was just interested in learning it. I think out there in the work place once I became employed doing this, I encountered all sorts of strange situations where people really couldn’t quite get their head around the fact that I was technical and not like a designer or not something else that cliquey females are doing. I was the head of a technical team and went to help someone with a computer and I was the most senior person on the team. And they said, “Oh, can you not send one of the boys down?” (Paul gasps) I then said, “I can send one of the boys down. They’re not going to fix your computer for you, but I can send them down if that’s what you want.” (all laughing) I mean, so people were a bit taken aback, I think and don’t immediately assume that I do the job that I do (Paul: Yeah.) and are much more comfortable of putting me in a designer area.

Paul: Well, that was the mistake I made, isn’t it? (Rachel laughing) The first time, I suppose. I was the typical male chauvinist pig and presumed you are a designer, which I don’t know why. I think it was the hair color, more than anything.

Rachel (laughing): To be honest, I am not particularly hung up about it. It’s not something I get terribly upset about. I find it sort of intriguing that people just assume that. I’m not… you know… I’ve work in… sort of male dominated jobs for a long, long time now and I think if I got terribly upset about these things I wouldn’t be doing it. It is interesting. But in other ways, it works for me. When I was going for job interviews, for instance, if I’m the only woman who walks in and there are lots and lots of men, they’re going to remember me. (Paul: Yeah) And in the same, you know, if I’m pitching for work it’s a talking point. You know, people are always interested as to why I’m doing what I’m doing.

Paul: Damn, and here I was thinking I was asking original questions!

(Rachel and Paul laugh)

Rachel: I think sometimes, it does work for me because do remember. They would think can’t a woman do something a bit unusual?

Paul: Do you think it’s a problem within the industry or would you just think It’s one of those things and what will be will be kind of attitude?

Rachel: It’s really hard to see where it’s a problem. I think It’s a problem if girls or young women who are looking at career choices are being put off because they don’t see female role models out there. And, there’s lots of reasons why. There are women around doing this and tend not to be so high profile. (Paul: Yeah) I mean the reason that I’m not touring around all the different events and things is because I’m a mom. (Paul: Yeah!) You know, and I think that’s the same for an awful lot of women. I talked about this on my blog once and got loads and loads of women contacting me going, “Yes, exactly!” We’re the one’s doing the majority of childcare. I know there are men in that position too, and I’m not saying there aren’t men who are having to be… going to pick up kids at 3:00 or whatever it is. But it does tend to be women and It’s often the women who make that choice or wants to spend time close to the kids when they’re very little. My daughter is getting older but even so, I still wouldn’t be happy about, say going to a different country and leaving her here to go to an event.

Paul: Yeah. I mean to be honest, even for this interview we kind of have to fit it in around you taking your child somewhere, Marcus has got to do a school run in a minute. You know, so, it’s all part of the kind of… yeah… It’s nice we’re in a position where we can kind of fit our work around our families. It’s a good thing, not a bad thing.

Rachel: Yes, it is. And I think that’s possibly one of the reasons why there aren’t so many high profile women, because it takes time to raise your profile. And without me quite looking, I’ve been able to do that through writing, which I can do at midnight or whatever. If you’re going to get out there and get around to all the conferences and things, you know, and look at what other people who are considered to be my peer group and what they’re doing. I just couldn’t physically do that. (Paul: Yeah, totally) Because, I don’t want to. I don’t want to spend a lot of time away from my daughter right now. Maybe in 6 years time, she will be very disinterested in spending any time with me.

(Rachel and Paul Laughing)

Paul: Once she’s a teen-ager, you won’t want to be with her either.

(Both continue laughing)

Rachel: Exactly, you know, so things change but there are quite a lot of people with quite young children and actually more and more so. It’s quite funny, I feel like I’ve got quite an old child for the group of people that I speak to. There are lots of new developer babies out there.

Paul: Yeah, well Marcus is old and decrepit.

Marcus: Well, just to depress you, Rachel, what happens when they get older and become teenagers, they just rely on you as a taxi service.

Rachel: Well, I get that as well. That was the case today. I was ferrying mine and two others back from the

Marcus: The only thing I would say though is, we went through a period about 6 months the beginning of this year, trying to recruit new developers. And we only interviewed one woman out of probably a dozen candidates

Paul: I think that it’s worth saying that’s because we only have 1 woman apply, rather than we segregated all the women who refused to interview.

Marcus: That’s what I meant. Yes, well put Paul. We literally had only 1 woman apply, so yeah… I don’t really know why. Maybe it just seemed like kind of a boy’s area at the moment. I suppose, from what you were saying about the fact that you’re not inclined to go out there and sort of go out on the circuit like Paul does. I suppose until that happens, and maybe younger women who aren’t thinking about motherhood yet, are the ones who are going to be out there raising the profile of women and hopefully, this sort of “boys’ club” type mentality will sort of just fizzle away.

Paul: I mean, It’s quite interesting that you say, how you talked about how you managed to raise your profiles through writing. Tell us a little about that. How did you get into writing books? Because, you seem quite prolific. I did a quick search on Amazon to see exactly how much you’ve written and it seemed to go on for quite a long while.

Rachel: Yeah, there’s quite a few. That was, again, like most things, I tend to say, “Oh yes, I’ll have a go at that!” and then worry about it later. It was a long time ago, I had written some stuff for the Macromedia Web Site about Dreamweaver.

Paul: OK

Rachel: And it was Glasshouse who contacted me and said, “Oh, would you write a couple of chapters for a book?” A couple of chapters, that would be alright, you know (laughing). (Paul: Yeah, no big deal). So yeah, I wrote a couple of chapter for a book and it kind of went from there, really. I like writing. I enjoy… I’m much more from an arts background really than technical. So, I do enjoy writing and putting things across that way. So, yeah, it just went from there. And then when someone said, “Oh, will you write a few more chapters?” Yeah, ok, that was alright. (laughs) And before I know it, I’ve got this great list of books.

Paul: Yeah. It’s a very time consuming thing to do. I mean, beyond the fact that you obviously sound like you enjoy doing it. Do you find it beneficial from a publicity angle for bringing in work?

Rachel: Yeah, absolutely. I think people tend to see you as an expert if you’ve got things in print; if you’ve written things. It does sort of depend that you do know what you’re talking about. And especially with what I do, which is much more… It’s not like I have to show a nice portfolio of pretty things. This is what I can do. What people are doing when they hire me or hire my company is they are hiring us for our expertise. And they have to constant that we actually are experts; that we know what we’re talking about. So the writing does help in that because people assume that if someone let you write a book, you must actually know what you are talking about.

Paul: I mean, I get emails from people asking how do you go about raising your profile. I’m quite interested as to whether you stumbled into this. You know, you talked about you were writing for the Macromedia web site. Did you go out purposefully, intending to write for them or did it just kind of happen? How’s that come about?

Rachel: Again, that really just happened. But because I was writing on my own blog, and I was writing… you know, I was helping people out in forums. (Paul: Right) You know, if you’re out there doing things, people do notice. I mean certainly with things like magazines and books and you know, varies sites that want articles. There are people out there that are looking for people to write all the time, because there’s actually an awful lot of people who know what they’re doing but there are fewer who can express it and express it in a way that someone new to the concept is going to understand. If you are able to do that, if that’s something you can do and you are doing that on your own site or are helping people out in forums and things then it will get noticed. And there are quite a bit of places you can be submitting I suppose, to, you know, Site Point and Vitamin… There’s quite a bit of other sites that accept good content. (Paul: Yeah.) It means that you have to write a few things that you’re not paid for to get going. You can find then, that you can start putting together a body of work and say, “Well, this is the stuff I’ve done.” It’s not in It’self something that you earn a huge amount of money from. I think people who write for a living must have to work incredibly hard.

Paul: (laughing) Or be incredibly good. One or the other.

(Rachel and Paul laughing)

Rachel: Both I think, both. As something that helps raise your profile for the other things you do. If I found it an absolute chore, I don’t think I would do it because you don’t want to be sogging away at things you can’t stand in the hope that it will get you some profile. But it is one way to do it and It’s certainly a way to do it if you are in a position where you can’t get out to lots of events or you’re not someone who wants to do public speaking. I’m not keen at all on public speaking. I much rather hide behind the computer (laughing).

Paul: A proper developer. That’s what I like to hear.

Rachel: So, you know, It’s another way of doing it, because I do sort of think of the public speaking if you’re going to be thinking of conferences as being something that would really get that profile up there. No one has really met me until fairly recently at any events because I didn’t get to anything really. And yet a lot people would have known of me and the stuff I’ve done because of the lighting.

Paul: I mean, you talk about that you use this as a mechanism to you know, to increase your profile for the other work that you do. So, perhaps we ought to talk about the other work that you do. I mean, you run a company, “Edge of My Seat” which is edgeofmyseat.com. How did that start? You obviously from going… from being an enthusiastic amateur, you must have gotten a job in web design, I’m guessing. How did you go about getting that job and from there, how did you end up running your own company?

Rachel: Well, I… When I decided I actually wanted to go back to work… I’ve been doing bIt’s and pieces while my daughter was quite little and I decided I wanted to go back to work and it was really tail-end of this whole dot com era. (Paul: Oh, OK.) And so, I ended up heading up a technical team at Property Finder. (Paul: Oh, OK. Yeah, I know.) Which was very much on the technical side and we managed the servers and things like that rather than even doing any development or very much development. There were other people who were more on the development team, although we still did bIt’s and pieces. I did that for a while and the whole sort of dot com thing was starting to fall apart really, at that point. And I moved to another dot com company who built portal sites for accountants. So I know quite a bit about stage integration (Paul: Wow. What an exciting life you have). Yeah, but that’s the time where things really weren’t looking that stable and I felt, well I can actually do this myself. And at least then I would know where I was in terms of whether I was going to get paid by people. The problem is being employed in an unstable situation is that really, you can work a whole month and get to the end of the month and find out that nobody’s paying you. (Paul: Yeah.) And so I figured that actually, I may be better off setting off on my own. And so people had asked if I would take on bIt’s of freelance work and things. And so, I actually purchased a printer’s trust because at the time I was a young single mom. I’m not so young anymore but I purchased a printer’s trust and this in 2001. And they basically gave me a small grant and loan to get the company started. So, I had about a month’s money when I started. (laughing) I didn’t have the dot coms, so I kind of had to work. (Paul: Wow!) It’s a good way to start a business, you know (Paul: Yeah.) … make or break really. If it doesn’t work, we don’t eat.

(Rachel, Paul and Marcus laughing)

Marcus: I remember that feeling very well.

Rachel: Yeah.

Paul: Yes

Rachel: But it makes you really dive into it. The nice thing was, because I was paying for a child, mind you, at the time, I actually only had to earn half of what I had earned because I could keep her home with me.

Paul: Ahh, ok.

Rachel: So, I must have cut my expenses by being able sort of work around my daughter’s schedule and things. So, that kind of worked out alright and really, it went from there.

Paul: So how did you begin to win the business in that first month of, “Oh crap! What have I done?” (Rachel and Marcus laugh) You know, where did the work come from?

Rachel: Well, at the time, what I realized was that because of how the dot com was collapsing, everyone was getting rid of their developers. But they still had all these applications. And something I’ve always been good at is picking up on other people’s stuff and working on it. So, probably, uhm, September ’01, which was like a terrible time to start a company (Rachel and Paul laugh) and really for the first two or three years was taking stuff that was already built and was falling apart, or the developers had gone or had all sorts of problems with it and just fixing it or adding bits to it. And I did lots and lots of that which, during this time of recession, really, was actually, really good work because there was plenty of it. Everything had to have been built while they had lots of developers and they had money and things. And so I sort helped things limp along a lot. And what this sort of lead to really was this idea of doing development for design agencies. (Paul: OK.) And focusing on doing really good development to support really nice design. That really is what we’ve moved on to do now. Most of our clients are designers or design agencies. And they do a really good design, and then they hand it over to us and we look after it and we make sure it will work. (laughing) That’s actually a really nice way to work because it means we get to work with some really nice stuff, anyway, well designed stuff and we have people who care about what they do. (Paul: Yeah.) And we get to do the development side of things that we enjoy. Sort of working with people rather just sort of chucking things over the fence and throwing it back.

Marcus: The point your picking about picking up what other people have done and fixing it and that kind of thing… did that not kind of cause you problems with development platforms and having to deal with lots of different types of languages and that kind of thing?

Rachel: Yeah. I had learned ASP by that point and a bit of Java. And I tend to not have too much problems swapping from one thing to the other. Certainly, I mean then, it was a lot of Perl and my class PSP. Because that was, at this sort of time, they were really the two things that you were seeing things built in. So, I used to do either and then I started doing PHP as well around the same time. So, I’ve always been quite happy swapping between languages, swapping between databases. (Marcus begins to speak: I think the reason why…) It gets a bit much if you do too many in one day, you know, because you start putting semi-colons in the wrong place and stuff. It doesn’t really bother me too much. I mean, its nice to be able to concentrate one thing. As I said, we tend to build new stuff in PHP. But, I’m generally quite happy switching around.

Marcus: I suppose, the reason why I was asking is we’ve come across a few briefs that we’ve been sent in the past where it seemed like the perfect job for us but the development platform in particular has been something that we just don’t work on. Do we want to invest on that kind of platform just so we can go after this job and quite often, we’ve thought to ourselves, “No, we don’t.” So, I guess that’s where the question is coming from.

Rachel: Yeah, I think in terms of new stuff, you kind of do have to focus unless you’ve got an awful lot of people able to create your own libraries and things in different languages. So for new stuff, we do tend to choose PHP but at the time, what I was doing was just picking up on stuff. It was less of a problem really because I was just fixing stuff that already existed.

Paul: You seem to have done very well over the last few years and Drew has come and joined you now and you seem to be branching out a bit into the area of training. That seems to be something that’s come up.

Rachel: Yup.

Paul: I’m quite interested, you know… it’s great you’re there and you’re able to offer training courses. You do have a basic CSS training course, I think (R: Mmmhmm) and you’re talking about doing an advanced one, is that right?

Rachel: Possibly going to do that. We’ve had a few people ask. (Paul: OK) So, that’s what we’re thinking of doing.

Paul: So, I mean, the question now is who trains the trainer? How do you guys stay on top of the latest things that are emerging and how do you keep up with what’s going on?

Rachel: Well, basically, because we are doing it all the time, I think. The difference between us and a training company that just does training is that actually what we’re doing is, we’re using this stuff all the time. It’s the same as when I buy a book. I’m writing a book from the point of view of someone who has to do this. You know, who practically is doing it. And it’s the same with the training. Obviously, we’re constantly reading up on new things and trying things out in browsers and trying to get around problems and just by the day to day work that we do. So, that’s really what we’re bringing to a training course. For two or three years, people have asked me if I would do training. But until Drew joined, we just didn’t have the capacity. It comes down to one of those things that have to be arranged. So, it wasn’t saying that I really felt that I couldn’t do, but Drew was making to do it as well. Its great fun. Its an enjoyable… its actually enjoyable to be face-to-face with people. Especially writing a book and then the feedback you get as the occasional email that people say, “Oh, I really enjoyed that!” or, “Why did you say this? Its rubbish!” (Rachel and Paul laughing) Actually being face-to-face with people and seeing how they work through the course is really, really interesting and great fun.

Paul: Cool!

Rachel: So, yes. It’s been good.

Paul: Excellent! Well, thank you so much, Rachel, for coming on the show. It was really good to hear how you got into things and how your career has progressed. Even if it’s somewhat chaotic along the way. Although I can associate with that (Rachel laughing) kind of bouncing from one thing… We’d set up Headscape in January, 2002. So we were only 3 months behind you, so we understand your pain there.

Rachel: Yes, well it wasn’t the best time, really.

Marcus: We were both made redundant from a dot com in December, 2001, so it was necessity that got Headscape, I think.

Paul: Yeah. Always the best way. OK, thank you very much, Rachel, uhm and I’m sure that we will get you back on the show again if you’re willing at some point (Rachel laughing) in the future. Alright, thank you.

Rachel: OK.

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Listeners email:

So just before we wrap up the show I wanted to share with you an idea sent in recently by a listener (sorry I can’t find your name)! A number of you have written in since we said we were going to change the format of the show with ideas about how things could be improved. One idea that particularly appealed to me was a new short section at the end of the show where we read out some listeners emails. These emails could be a question, comment, recommendation or indeed anything else you think others maybe interested in. So whether you have a tip for improving your sites search engine rankings or just want to tell me how ignorant we are then drop us an email. Write in soon as we need content for next weeks show!

105. Christmas Cheer

On this week’s show: Paul suggests some gifts to buy the geek in your life. Marcus talks about wireframes and Matthew Paterson talks about the Email Standards Project.

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Clear:left winner

Congratulations to Ryan Downie who is the lucky winner of the Clear:Left training competition. Ryan will have his pick of either a place on the CSS Mastery.

If you didn’t win do not despair. There are places still available on both courses for a mere £345 + VAT. I have attended Jeremy Keith’s course on AJAX and have to say it was superb. I am sure the CSS course is just as good. Go to the clear:left website for more details.

News and events

Opera goes on the offensive against Microsoft

Without a doubt the biggest story of the week and in many ways the year is the fact that Opera is filing an antitrust suit against Microsoft. This story is huge, not because one browser manufacturer is litigating against another (something that is a common occurrence) but because of the strange ripple effect this seems to be causing in the web design community.

However, before we get into the ripples lets look at the antitrust suit itself. Operas beef seems to focus on two areas. First, they object to Internet Explorer being bundled with Windows (surprise, surprise). Second, they are complaining about Microsoft’s lack of commitments to web standards.

Call me an old cynic but this whole thing stinks of a massive PR exercise. This is especially true when it comes to the complaints about standards. As Eric Meyer points out, the timing of this claim seems odd to say the last. If the suit had been filed before the release of IE7 it would make some kind of sense. It was certainly true that standards support in IE was very poor. However, IE7 is a huge step forward and Microsoft seem to be active in its development of IE8.

To me this just looks like an exercise in pandering to the gripes of the web design community. It was as if Opera knew it wouldn’t get a lot of support for the whole “unbundle IE” argument and so threw in the standards issue to drum up some support.

However, as I have already said, the Opera antitrust suit is not the most interesting part of this story. The real clincher is the spin off discussion that has emerged sparked primarily by a very provocative post by Andy Clarke. He argues that this suit makes the position of the W3C CSS working group untenable. Andy asks how Microsoft and Opera can work together to create the next generation of CSS when they are in legal action over exactly that issue. This has led to a much wider discussion about how the W3C works and highlighted a divide between how browser manufacturers and designers see the world. Without a doubt there is huge frustration at the glacier speed at which the W3C moves. This is largely due to the challenges faced by browser manufacturers in implementing the specifications.

But the story does not end there. This frustration with slow progress seems to extend beyond even the W3C to also encompass the Web Standards Project which was setup precisely to push for better standards support. Some very prominent figures are even questioning its role.

If we as web designers want to pressure browser makers to provide better standards support then we need to invest in organisations like WaSP. They need to have the kind of funding that political lobby groups have. This will enable them to employ full time staff to constantly lobby and educate browser providers on what web designers need. In my opinion we as web designers need to put our money where our mouth is and start giving financing to organisations like WaSP so they can be more effective.

Boagworld christmas appeal

Talking about putting your money where your mouth is, I would like to thank everybody who has been kind enough to give to our Christmas Appeal. We have been raising money to support an orphanage and school in an extremely poor part of India. The idea is that you pay for anything of value you have received from Boagworld. Ask yourself how much have we taught you on the show? How much have we entertained you? Then decide how much you would pay for that and give that money.

So far we have received £465 and we are still collecting. Even if you hear this show after Christmas we are still collecting! To donate something or for more information go to christmas.boagworld.com.

The best CSS designs of 2007

Not only is Christmas almost upon us, the year is about to draw to a close. This makes it the time of year when bloggers look back at the year just gone and compile “the best of 2007″ lists. Normally I am lukewarm about such things however there is a great list over at web designer wall. They have compiled the best of CSS design in 2007. If you are in need of inspiration this is definitely worth a look. There is some truly stunning stuff here.

Talking of rating design you might also want to check out commandshift3.com which is basically hot or not for web design. When you visit the homepage you are shown two designs and you click on the design you prefer. Not only does it allow you to vote for designs it also lets you look at the best and worst based on votes received. This makes it a great site for inspiration and for learning what not to do!

Marcus’ bit: Quick and Dirty Wireframes

So a couple of week’s ago I wrote a post on the use of wireframes in web design. Marcus couldn’t come up with a decent topic to talk about himself this week so has decided to reuse my post and pass it off as his own! ;)

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Paul’s corner: Geek Gifts for Christmas

For my segment of the show this week I decided it might be fun to look at Christmas presents. Specifically what you should buy for the geek in your life. In order to avoid it sounding like a wish list for myself the items I have picked are items that I own myself and can personally recommend.

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Ask the expert: Introduction to the Email Standards Project

Hello world of Boag, I’m here today just to give you a really quick introduction to the Email Standards Project, a new community effort that has launched recently.

If you’re a web designer, and you’ve ever created HTML emails, you will know that getting them to look reasonably consistent across the major email clients is hair-pullingly frustrating.

At least with websites, there are only a few major browsers you have to worry about, and thanks to the Web Standards Project they are much improved from the days of the browser wars. With email you have at least 12 email clients with big shares of the audience.

Unfortunately, HTML email is still stuck back in 1998 with that Celine Dion song from ‘Titanic’ – nobody wants to be there. Over the last 10 years, web designers, and particularly web standardsy type designer, have generally taken a ‘Just Say No’ approach to HTML email. ‘Don’t send it, don’t read it, pretend it never happened’.

That approach has not been a spectacular success – millions of people still sent HTML emails, but because the designers wouldn’t touch them they were hideously ugly and just made designers hate them even more.

HTML email is here to stay. It is the default format in many clients, and sometimes it really does give a better experience for the reader than plain text. The Threadless newsletter is a great example – the send every week an email with pictures of the latest shirts. Trying to describe the shirts in text is nowhere near as useful. A picture is worth at least 1,000 words!

So here we are in 2007, and in order to get reasonable rendering, designers are having to dust off their table coding skills to get things working in Outlook, Lotus Notes, Gmail, Yahoo, Thunderbird…it goes on.

At Freshview we deal with designers every day through Campaign Monitor and MailBuild who are struggling with this problem, and we finally decided to do something about it. That is where the Email Standards Project came from.

Together with a few other people we’ve put a site up at http://www.email-standards.org (email hyphen standards dot org), and you will find a link for that in the show notes. The central idea of the Email Standards Project is that we want to work with designers and with email client developers to improve support for web standards in email clients.

It’s not one of those sites that is all talk and no practicality though – jump onto the site and you will see a bunch of tests we have done to work out exactly what does, and what does not work in all the major email clients as far as a core of normal HTML and CSS like padding, margins, floats, lists and so on.

If you’ve seen the Acid test for browsers, over at the Web Standards Project, then this is basically the same idea except for email. We’ve already had some contact with some of the big email client representatives about our results, which is really exciting. Check out the blog for updates in that area.

If you know the pain of designing HTML emails, and you want to support the project, then there is a section on the site that covers that too, and we’ve had a huge number of people offer to help, and some great feedback from people like Jeffrey Zeldman and Cameron Moll.

If you are a website owner, and you want to know why this matters to you, then check out the site for an article on why web standards are important for email, or talk to your web design firm. As is often the case, it comes down to money – better standards support means less time spent getting things to work, and more time on the actual design.

So thanks for giving me the chance to say a few words about the Email Standards Project, and I hope you all do get a chance to checkout the website, email-standards.org.

Happy Christmas!

That about wraps it up for this week’s show. We will be back with a slightly amended format as from Wednesday the 9th January. See you then.

Come on you cheap skates!

Okay I have been doing this blog and podcast for over 3 years now. It’s about time I parted you from your cash.

Other than a bit of money from Google Adsense I haven’t made a penny from you. Every week you listen to the podcast and read the blog but what do I get in return… nothing!

Well, okay that isn’t strictly true. I get loads of emails encouraging me and it has to be said the podcast has been good for business, but that is not the point!

This christmas I want something more!

Picture of some of the kids from the Bethesda project

For a while now I have been supporting a charity run by a friend I grew up with. They run a orphanage and school in the heart of rural India (Chinnia Kalvarayan hills,Tamil Nadu). They take in kids that have no family left and teach many others who would normally have little in the way of formal education. They give these kids a chance to change their lives and to become something more. In fact they have been so successful that the children are starting to look at higher education. For example one girl called Rachel is now training to be a doctor in China even though she had never been on a bus let alone flown to another country.

The trouble is sending somebody to study as a doctor in China is expensive and they have more kids that want to do similar things. That is why I am after your money.

But I know you lot. You are hardened cynical geeks. You don’t care about the poor children ;) So ask yourself this: How much is the information on Boagworld worth to you? How much have you learnt or how much has the show entertained you? Surely its worth at least £3. Maybe even more!

Once you have made up your mind give that amount to my Christmas appeal…

Give to the Boagworld Christmas Appeal

Of course, because I only thought up this idea an hour ago I am not very organised. There is no impressive site and no fancy campaign. Just give to my paypal account and Ill pass on the cash. As simple as that. After all, you aren’t impressed by well designed websites… are you?

Why not support the cause on your site?

If you fancy going one step further than giving me all your cash why not support the cause by adding the donation link to your own site. You don’t need to call it the Boagworld Christmas Appeal. Call it whatever you want as long as people give us money!

Show 102: Worktime blues

On this week’s show: Paul looks at why you should have a training budget and how to spend it. Marcus looks at capturing requirements and Roo Reynolds introduces us to the possibilities of virtual worlds and their impact on web design.

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News and events | Marcus Requirements capture | Paul: Spending the training budget | Roo Reynolds on virtual worlds | Question of the week

News and events

10 Absolute “Nos!” for Freelancers

I know that many of the people that listen to the boagworld podcast are freelancers so I keep an eye out for stories that appeal to this group. I was therefore drawn to an article in my news reader entitled 10 Absolute “Nos!” for freelancers. It’s a great article that lists 10 questions asked by clients to which the answer should always be no.

The questions include classics such as “Can you show me a mock-up to help us choose a designer/developer?”, “Can I pay for my e-commerce site from my website sales?” and “Can I just pay the whole amount when it’s done?”. Almost without exception I agreed with every item on this list. The only exception is “Will you register and host my site?” because I think a lot of clients expect this even if it is a pain in the arse. Of course, the fact that I work for an agency rather than as a freelancer could be colouring my view on this one. However, whether you are a freelancer, an agency employee or just an enthusiastic amateur this is all good advice.

Making the most of working with designers

Adaptive Path are an agency I really admire. Not only do they produce some cutting edge work they are also some of the foremost thinkers in the world of web design. I was therefore understandably interested when one of their clients recently asked them how to make the most of working with a design agency.

The resulting blog post called “Making the Most of a Design Engagement” is a fascinating collection of tips that is definitely worth a read.

The subject of how an agency and client engage is something that I have posted on a number of times [1], [2], [3]. However, reading the perspective of another agency (especially one so well respected) is very enlightening. What I found most encouraging of all is that they obviously struggle with the same kind of client issues we all do.

Whether you are somebody who commissions web designers or whether you are a designer yourself take the time to read this short post.

How Open ID will change your site

Just before I went away on holiday (did I mention I had been away?) there was a new post on the Think Vitamin website about OpenID. I am a big fan of OpenID and have spoken about it before on the show. However, its a tricky concept to explain. At its heart it allows you to login to all the many services you use on the web from one single site so having to deal with only a single username and password.

I sincerely believe that if you are building a new website that has any form of login then you should consider including an OpenID login. The problem at the moment is that you will have to do this in addition to the normal login process. You might wonder if it is worth the effort.

The article on the Think Vitamin site does an excellent job at explaining just how significant OpenID is going to be (even though it exaggerates it in places). It explains the background, the problem and the possibilities. If you haven’t looked at OpenID yet or are sceptical about its worth then the Think Vitamin is a great place to start.

Good practice when working with Tag Clouds

Tagging is everywhere these days. From Flickr to Delicious every site seems to have tags. Even blogs like this one has tags. Tags are a useful alternative form of navigation that allows users to quickly find related content no matter where it is in the sites hierarchy. There is no doubt they are powerful and incredibly useful especially on larger sites with a lot of content.

The problem is that they are relatively new. We are still working out how to successfully integrate them into our websites and what role they play. Fortunately a recent article entitled “Tag Clouds Gallery: Examples And Good Practices” attempts to establish some best practice for tagging and makes some suggestions about their design and integration.

If you are doing some design work with tags or if you are looking to add tags to your own site then you may want to take a look at this post. My only word of caution is that it only tells half the story. It addresses tag clouds but says little about how tags on individual pages should be displayed.

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Marcus’ bit: Requirements capture

While Paul has been buddying up with Mickey, Donald and Pluto, I have been working with a UK higher education institution at the very early stages of their website redesign project.

One of the things that we have been discussing in detail is the process we will go through to capture requirements and set objectives for the site. I thought I should share them here.

Existing site review

I have looked in the past at carrying out an expert review relating solely on a site’s information architecture. A site review takes on board some aspects of the existing site’s IA but is more general than that.

I tend to look at the following site features very much from a usability point of view:

  • Navigability – can I find things?
  • Consistency of navigation
  • Visual hierarchy – consistency of the design
  • Writing style
  • Processes – search, making a comment, ordering etc
  • Terminology
  • Content – grouping, repetition, wide/narrow mix, internal/external mix etc

The main purposes of the review are:

  • To highlight to all stakeholders what the site issues are
  • To highlight to all stakeholders positive aspects of the existing site
  • To suggest possible solutions to issues
  • To explain the processes involved in achieving goals

Stakeholder interviews

We have found that interviewing key internal staff (i.e. content owners) and sometimes key users, is the most valuable exercise in creating a requirements and objectives document.

Each interview is done on a one-to-one basis to ensure that people say what they really mean! The interviews are semi-structured which means that we will create a script of questions but will happily allow people move off-track.

The interviews aim to gather opinion on the site’s user base, weighting of content, issues and opportunities.

Work together

Though we are usually brought in as experts to consult on this type of process it is imperative that the client is involved at every step of the way. This is because one of the purposes of the exercise is information gathering. For example, creating user personas based just on stakeholders interview input may miss something that discussing/reviewing with the web team would not.

Create the document

What we are trying to do is record all findings in a manner that can be used as a basis for all the work to follow – IA, design, copywriting, build etc. In other words – create a list of requirements for the new site and give them an order of priority.

It needs to get into detail to be useful. A recent review we carried out contained over twenty specific opportunities for the site, which target audience groups each issue related to and how the site could deliver each opportunity.

This was coupled with a detailed list of requirements per audience group – 25 audience groups with over a hundred requirements. The requirements we also graded for importance into ‘must haves’, ‘should haves’ and ‘nice to haves’.

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Paul’s corner: Spending your training budget

I recently received a question from Harry asking “what approach do you take to training?”. He has some budget set aside and is wondering how he should spend it. As I am always keen to spend other people’s money this seemed the perfect subject for me to talk about… read keeping your skills sharp.

Training course give away

While I am on the subject of training, the guys over at Clearleft have two training courses coming up on January the 24th and 25th in Brighton. The first is CSS mastery by Andy Budd and the second is Bulletproof AJAX by Jeremy Keith. If you would like to attend but cannot get your company to produce the £345 + VAT for the early bird fee then I might be able to help. I have one free place to give away to either course (your choice) for a lucky random winner. We will announce the winner on our Christmas special so entries need to be in by Friday 14th of December. Just send me an email with your name and contact details with “clearleft competition” in the subject line.

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Ask the expert: Roo Reynolds on virtual worlds

Paul: Okay, so joining me today is Roo Reynolds who is a meta verse evangelist for IBM, Its nice to have you on the show Roo

Roo: Hi Paul,

Paul: What on earth is a meta verse evangelist?

Roo: That’s a good question, I guess a meta verse evangelist is someone who helps people understand the very exciting and confusing area of virtual worlds.

Paul: Ah, virtual worlds. Now the people listening to this show might be thinking what has that got to do with web design, why have we got someone one on here talking about virtual worlds and I am quite happy to admit that that’s not our normal fair. Its not what we normally cover on the show but I wanted to get Roo on partly because um, well to be frank we grew up together didn’t we pretty much

Roo: we did we were family friends for many, many years

Paul: yeah, which was very bizarre to then discover the he is a kind of world authority on virtual worlds. so that sounds very dramatic doesn’t it

Roo: A thought leader?

Paul: A thought Leader

Roo: I remember inheriting your old star wars toys Paul

Paul: There we go, So I set you of on a good direction in your career by getting you into Sci-fi early. I am now taking all of the credit for all that you have achieved since then.

Roo: Its all thanks to you (giggle)

Paul: yeah (hahahaha) Well um, but I though it was quite interesting. I was doing a presentation where one of the things I wanted to talk about in this discussion was upcoming and emerging technologies and how they would affect things and I wanted to talk about virtual worlds and realised that I knew absolutely nothing about them so I gave Roo a call and we had a chat on the phone. Then I got educated so I figured I ought to pass on that education to everybody that listens to this show so that’s um, a bit of the background. So lets kick of the with the first questions. So what exactly are virtual worlds and why do you think there is so much hype surrounding them at the moment there has been lots of talk about, you know, things like second life and that kind of thing. Perhaps if you could explain them a bit, and explain why there is so much enthusiasm about it at the moment

Roo: yeah I can try. So I guess I can ask you to think about it. as it a good an example anyway, probably the most popular example of a virtual world. At the moment. So these are things which are kind of digital online environments or as some people would describe the as multi-user virtual environments its that kind of online social space. So to the untrained eye they might look a lot like game but there are no game elements inside virtual worlds or rather there are but they exist within the broader world. So something like second life doesn’t really have any point there is no final point no enemies to kill there is no “x” level to achieve its just a world and if you want to inhabit that world and build a shop or you want to habit that and be an explorer and wonder around finding interesting things and talking to people then that cool as well.

Paul: Hmm, I mean the immediate thing which comes out of that is well, you know, what is the point. Why do people take part in virtual worlds and what kind of ways are people using them

Roo: Yeah, there are a lot of different answers to that, almost as many answers as there are different people really so as in the real world there is not point. people make up their own point they decide that the are going to make a lot of money or they are going to be an artist and be well known or open a sex shop or whatever it might be and people will have different personal goals which they set themselves. So really any goal is a tangible thing that people will almost determine for themselves

Paul: So I guess in many ways its like the web itself it’s a tool and how chose to use that tool is largely up to you

Roo: Yeah exactly. And within that you will get lots of different things, I mentioned some, you will also get games within that so people play chess inside virtual worlds and people do all kinds of crazy things. Yeah I guess the answer to your question is really why is there so much hype about them, its because over the last 12 months or 16 months or so the press has been covering this is quite a bit way. That turned it into a kind of hype feeding frenzy. Garner had a very famous prediction about how 80% of active internet users by 2011 I think it was will be using virtual worlds and will have an avatar. Not necessarily in second life but in a virtual world. And all of this make people realise that this might just be the next “big thing” its gone from being the kind of space where people will, I don’t mean this in any derogatory way, everyday people will would hang out in to becoming a space that a lot of big companies and small companies and advertising and marketing firms are really getting interested in. You know we have all seen “the web” in that ,very early in my career, was the web being picked up by corporation and some people almost missed the boat and had to catch up later on

Paul: So Why do you think this is going to be the next big thing? Why do you think a virtual worlds are going to be you know, you talked about how some companies had to play catch up on the internet you almost imply that this I going to be as big as the internet is. Did I miss interpret that or do you really think its going to be incredibly significant and if so why?

Roo: Well, I think it is always going to be a subset of the internet, you know, this is just another communications media and its probably will remain a subset of the web. There will always be a place for flat 2D content, But once you start getting into 3D social stuff and giving people a real time opportunity to relate to each other and see each other and this sense of presence where you can see what the other is paying attention to. For me joining a circle for the first time, a circle of people talking and I walked up to it, and you know people took a step back to invite me into that circle. That was a really compelling moment to me. It was also a real eye opener that the “real world etiquette” that we see in society all the time actually was playing out for real in this virtual space as well. In terms of why it might be the next big thing a lot of different elements are coming together at the same time here, we finally have, almost complete availability of broadband, certainly in this country and in the west. We have got fairly powerful machines now that have 3D graphics accelerators and sound cards, this is something which is now also happening in corporate environments as well as at home. There is kind of a point in time where the… someone might describe it as a tipping point where there is this lot of interest and we have seen this massive press interest, but also big companies getting involved, you know when you see Sony with their playstation home project which is going to be like a lobbying environment for the playstation 3 its been delayed a little bit, but that is really the kind of mass Market application for virtual worlds and it is things like that which really opened my eyes to where this might take is. This is not going to be a niche thing with a few geeks hanging around and some would argue that it has never been that. Really virtual worlds have been attractive to creative people and to the people who feel like they want to kind of express themselves and share things, Its not full of 16 year old boy with glasses sitting in their bedrooms and really there is a difference between games, traditional online games and Massively multiplayer online role-playing games And a space like virtual worlds that allows them to be attractive to the mass market . So yeah I wouldn’t say it is going to replace the web or even be the largest portion of the internet. But there is certainly a growing space for these virtual worlds

Paul: so what, I mean, I can understand how some people are maybe making money out of being involved in virtual worlds where, I don’t know, where they are creating things which they are selling inside that virtual world, but what about other companies, how are larger organisations using it. For example, how do IBM use it?

Roo: well, we are maybe quite weird in because we do an awful lot in virtual worlds. We do everything from recruitment too employee discussions and meetings. although of course we cannot use a virtual world for confidential discussion, we certainly have the types of meetings we would have in public spaces, like conferences, we also have virtual facets to real world conferences like forties a really big conference we run, and we had that for the first time happening in second life running in parallel to the real world event so people who could not make it to the real world event could at least attend. They could see and hear some of the presentations and they could mingle and network. So like I said we are a bit weird in that in that we do so much, that’s partly because we are such a big company. Now a lot of other people would look at it and say they have a very particular need or desire, something they want to get out of it and for some people historically it has been marketing, or advertising, it has been to reach a wider audience or to reach them in a different way. Which is more playful and allows them to be really participants rather than just eye balls

Paul: yeah, I mean one thing you said was earlier was that you referred to virtual worlds as a subset of the internet and the web. Its another that that going on online. One of the things which strikes me is that if you do something, in something like second life, say if you run a conference that conference is kind of just fenced into the second life world so its not going to get picked up by search engines, its not going to be very accessible and things like that do you think that there are going to be changes in that, do you think there will be more crossover between virtual and maybe the more traditional web

Roo: yeah absolutely this is one of the areas that really excites me at the moment, this whole area of interoperability and that needs to be not just between different virtual worlds but also between the web and virtual worlds so this idea of the virtual universe sort of thing as a virtual world or virtual worlds is something that IBM even throws this term 3D internet around quite a lot. In a kind of evolutionary next step when you look at virtual worlds today they tend to be proprietary walled gardens and actually a lot of people would compare them to AOL in the mid nineties but actully when you start thinking about how they may interconnect, and that inset just moving your avatar from world of war craft to second or habbo or whatever its actually much more interesting than that. Its things like bringing you wallet with you your friends list with you being able to blur the lines between virtual worlds and bring content in from the web and share content back out to the web, these things are beginning to be possible and in some ways one of the reason I think second life is so successful because it does have the ability to make request to web content and bring that in so you have dynamic stuff going on. But that is still very early days and I think that we will probably see a massive focus and in fact the big conference in san hosa very recently where this came out in a very big way but a lot of companies will be wanting to get together and its very, you know the will is definitely there to have a real focus in the next few month on interactivity

Paul: I mean so, I am kind of very aware this for many of the people listening to this show that are kind of a mixture of designers, developers, you know, people that are running websites that a lot of this is very theoretical and it is not something they would be directly involved in at the moment. I mean do you think there is anything that they should be doing, that they should be aware of when it comes to virtual worlds. Is this an area you think they should be keeping an eye on or doing anything actively.

Roo: Yeah, I guess most people I talk to even if they are not going to rush out tomorrow and buy some space in some virtual world and um, you know its not for everyone. But most people who I talk to at least want to stay informed once they have got that hook in their head that this is, you know, I obviously find it very interesting but people tend to come away with the a sensation that this might go somewhere and there is enough evidence already today that its fairly compelling, if you look at it on the “garnet height curve” this idea that things go though a life cycle of interest it haven’t yet peaked the top of that and it is now falling back down into this trough of disillusionment in the long run what might happen it might reach the stable plateau where it will actually become a really useful space that interesting work will happen and kind of follow the same progression as so many technologies before it. Most people come away with the feeling that they want to keep an eye on it. Now I guess if I am going to step back a little bit and look more broadly at what is going on, on the web then for web designers and for almost all of them, this is very big on their radar the whole area of social online collaboration and this whole “web 2.0″ umbrella which you started talking about a year ago if not longer and has been you know really quite large for me, that fits very neatly into this same space. What you are talking about are people sharing content and whether that is a a chat or something they have built themselves you know, you look at a world like second life and most of it is not built but the company that runs it. As with youtube and del.icio.us and as with flickr and so many other popular services and site these days, it is built by its users. So maybe it is something people need to be aware of maybe its something which will gradually fit into a growing mentally of this is how the web works. Yes it happens to be 3D at the moment on the popular ones and yes they are not all currently delivered through websites, mind there are plenty that are, and there probably will be an increasing number that are delivered though the browser. So yeah, if people find this stuff interesting then they should keep an eye on it, maybe read a bit more about it.

Paul: Where is a good place for them to go then to wrap up, as far as if they want to find out more information or want to read up about the potential of it, where would you recommend they start by looking?

Roo: well there are a lot o very good blogs out there, if they have a very academic mind then they and want to read some really good writing on the subject then the best one I can think of is http://terranova.blogs.com/ , its one that I have guest authored for, but not the one I regularly write for, the one I regularly write for is http://eightbar.co.uk/about/roo, which has got a growing profile in the space of virtual worlds, That is written by a bunch of IBMers writing about what they find interesting. I have a personal blog a personal blog at http://rooreynolds.com if anyone wants to follow that although, please don’t all come at once

Paul: (Laughs) its really not that popular out podcast that it would…

Roo: no you are paul, you wouldn’t know how popular you are, but you are.

Paul: That’s okay, Thank you very much for you time , I think it is interesting we spend so much time on it with the immediate here and now problems, but every now and again it is nice to poke out heads above the parapet and see what is going on a bit further afield; so thank you very much for time coming and being on the show

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Question of the week

Do you think virtual worlds are going to be a mainstream method of online communication or are they a novelty doomed to failure? Answers in the comments.