Review: The best wireframing tool yet?

When there are so many wireframe tools that help plan your website, finding the right one can be challenging. However, I think I have found a real gem.

Maybe your wireframe needs to be more interactive. Maybe you just want it to look more impressive for the client. Whatever the case, there are no shortage of tools that will do the job.

From web apps like Balsamiq and Mockingbird to desktop software like Omnigraffle or even Powerpoint, there is no shortage of ways to wireframe.

Each have their pros and cons but all seem to fall down in one fundamental way – It is hard to share your wireframes with the client. For example Mockingbird is a great wireframing tool, but clients who use IE cannot view them. Balsamiq suffers from a similar problem where wireframes can only be shown as images.

Balsamiq

These tools are all great for internal development. However, as a communication tool with the client they fail miserably.

However, while at SXSW I ran into a chap who has built a tool that overcomes this problem. The app is called Flairbuilder.

Present your wireframes to clients with ease

Like Balsamiq, Flairbuilder is an Adobe Air application. This means it is cross platform unlike many of my previous software recommendations.

Building in Flairbuilder is similar to other wireframing tool. It is quick, easy and fairly intuitive.

Flairbuilder

Things get interesting when you have finished and want to show the client. At this point you have a couple of options.

You can email the saved file to the client and tell them to open it using the Flairbuilder online viewer.

Flairbuilder free view application

Alternatively you can upload the finished wireframe to your own server and send the client a URL which automatically loads that file into the viewer. e.g.

http://www.flairbuilder.com/viewer/?url=http://www.boagworld.com/sample.fbp

Because the viewer is built in flash it is accessible to anybody with the plugin and provides a consistent viewing experience independent of browser or operating system.

However it isn’t just Flairbuilder’s sharing capabilities that makes it so good. It is also the functionality of the application itself.

Everything you would expect and more

Flairbuilder does everything you would expect from a wireframing application. You can add, edit and remove pages. You can insert boxes, text, form elements and other screen objects. These can be dragged around the page and edited to your hearts content.

However, Flairbuilder is not designed primarily as a static wireframing tool. It is designed as a powerful prototyping application. Elements are not static. You can add events to them in order to make them interactive.

We are not just talking about linking pages together either. In Flairbuilder it is possible to…

  • Show and hide elements
  • Display popup windows
  • Create carousels and slideshows
  • Build working tabs
  • Insert usable accordions

The list goes on.

In short Flairbuilder is the most powerful wireframing tool I have yet to encounter.

A reasonable price

What makes it even more amazing is the price. Admittedly it cannot compete with Mockingbird which is currently free. However, for the additional functionality you get over something like Balsamiq (priced at $79) the $99 price tag seems very reasonable.

Any drawbacks?

With me heaping all of this praise on Flairbuilder you might be under the impression I am being paid for this review. I am not. The creator did give me a free copy, but he did so without ever asking for anything in return. The reason I am writing this review is because I am honestly impressed with the product.

However, it does have one drawback. It can become slow when dealing with large wireframes. When you start adding in a lot of imagery (not something one often does with wireframes) it seems to slow the whole system down considerably. This can prove very frustrating at times.

An image heavy wireframe

That said, a recent update seems to have gone some way to improving the problem and I am sure more updates will follow shortly.

Finally, if I was being super picky I would say the application has a small learning curve when you start. This is hardly surprising with so much power under the hood. However, this could prove problematic if you are new to such tools.

Do I recommend Flairbuilder?

So do I recommend this application? Absolutely. At least, I do if you want a tool that can build complex wireframes and prototypes that need to be viewed by a wide range of people.

If on the other hand you just need something simple for your own reference then a free product like Mockingbird maybe the way to go.

ForeUI: Create Skinnable & Interactive Prototype

ForeUI is a handy UI prototyping tool. It can rapidly create skinnable and clickable UI prototype for your website or software, and run the interactive simulation in your web browser.

ForeUI provides a set of predefined elements for creating mockup, you can drag them into the editing area and tweak them. You can also create your own elements and libraries.

ForeUI makes prototype skinnable, by changing the UI theme, all elements in the prototype will change their look. Currently ForeUI provides four UI themes for prototyping, including Hand Drawing, Wireframe, Windows XP and Mac OS X themes. These UI themes cover the high, middle and low fidelity degrees, you can switch the UI themes at anytime, thus the fidelity of wireframe will be switched as well. The figures below is the same mockup rendered with different UI themes.

via ForeUI: Create Skinnable & Interactive Prototype | Konigi.

Looks like Balsamiq has some competition here.

159. Special Guest

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

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

Download this show.

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News

Alkaline

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

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

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

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

16 design tools for prototyping and wireframing

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

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

10 Lessons every freelancer should learn

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

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

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

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

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

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

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

Sarah: Yup

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

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

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

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

Sarah: Really?

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

Ryan: To spend in the pub (laughs)

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

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

Paul: Yeah, pays the bills.

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

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

Sarah: Really?

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

Ryan: and a mac to develop on

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

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

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

Sarah: the app store!

Paul: Yeah, the app’s 50p, you know…

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

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

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

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

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

Sarah: No, he was an old man.

Ryan: Oh, right. OK

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

Paul: Was he in just a pair of shorts?

Sarah: Yeah

Ryan: A pair of shorts and a smile?

Sarah: No, and a newspaper.

Paul: Strategically placed.

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

Paul: That’s OK.

Sarah: Oh, sorry.

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

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

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

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

Ryan: Yes, we only like the nice clients.

Sarah: Yes, we all like nice clients.

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

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

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

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

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

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

Sarah: Yeah.

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

Sarah: Do you skim-read them?

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

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

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

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

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

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

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

Sarah: Of course! (all laugh)

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

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

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

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

Sarah: Exactly.

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

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

Ryan: Er, yes.

Paul: Yes, ah the Nettuts, oh yeah.

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

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

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

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

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

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

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

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Listeners Questions:

Is Using Off-The-Shelf Software Wrong?

Jon Writes:

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

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

Thanks and keep up the good work!

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

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

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

Therefore, the pro’s are:

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

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

Don’t implement something you don’t understand!

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

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

How do you price and quote different projects?

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

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

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

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

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

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

158. Home

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

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Housekeeping

Headscape still recruiting!

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

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News and events

The best of SXSW

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

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

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

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

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

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

fedex logo

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

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

This addressed two separate problems we have been having at Headscape

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

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

Browser testing and IE6

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

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

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

Screenshot of Superpreview

A simplicity case study

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

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

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

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

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

An introduction to Microformats

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

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

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

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Interview: Rob Borley on Project Management

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

Rob: Hi Paul, how are you doing?

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

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

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

Rob: Indeed.

Paul: Do you actually hear it?

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

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

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

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

Rob: (unintelligible) celebrity project manager.

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

Rob: Yes.

Paul: And you became a project manager.

Rob: Yes.

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

Rob: Well, you mean other than manage projects.

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

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

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

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

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

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

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

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

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

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

Paul: I like the cornification in that.

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

Paul: Yes.

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

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

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

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

Rob: Yeah, stick to web celeb.

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

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

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

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

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

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

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

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

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

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

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

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

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

Rob: My pleasure.

Thanks goes to Meredith Marsh for transcibing this interview.

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Feature: Home Working

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

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

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

The reality of home working

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143. Partnership

On this week’s show Paul and Marcus discuss how to promote your web application, ways to improve the client/designer relationship and tools for managing your font library.

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News and events

Obama top technology promises

One of the most exciting things about being at this years FoWD conference in New York was that I got to witness the election of the next U.S. president.

Whatever your political persuasions it was a landmark election. Not only will Obama be the first African American president he is also probably the most technically aware.

Obama campaigned aggressively online, from a dedicated YouTube channel to Obama pages on Facebook and MySpace as well as Twitter feeds. He even had his own iPhone application.

So what can we expect from this tech-savvy President? How will he shape the future of U.S. online presence and possibly that of the entire web? An article on tgdaily entitled ‘Barack Obama’s Top technology promises‘ gives us a roundup of various technological promises from Obama’s speeches. These include:

  • A commitment to Net Neutrality
  • A desire to expand broadband penetration in the U.S.
  • A review of the current wireless spectrum usage
  • Tougher legislation around online security.

Of course, promises made on the campaign trail are one thing. We shall see what the reality turns out to be.

Could Microsoft consider adopting Webkit?

Talking of things that may never be, a young (and very brave) developer at Microsoft recently asked Steve Ballmer:

Why is IE still relevant and why is it worth spending money on rendering engines when there are open source ones available that can respond to changes in Web standards faster?

Ballmer’s response was surprising to say the least:

There will still be a lot of proprietary innovation in the browser itself so we may need to have a rendering service. Open source is interesting. Apple has embraced Webkit and we may look at that, but we will continue to build extensions for IE 8.

Although some have seen this as a sign that Microsoft may adopt Webkit, personally I am sceptical. Were Microsoft to completely change its rendering engine it would inevitably break large numbers of sites and cause outrage among many of their large corporate clients.

The backlash when moving from IE6 to IE7 was massive. Moving to Webkit would conflict with Microsoft’s mantra of ‘not breaking the web’.

That said, we can dream. Without a doubt the real innovation and competitive advantage among browsers is in features, not rendering engines. This would in many ways be a smart move allowing Microsoft to concentrate on differentiation through ‘extensions’ and functionality, rather than wasting time on getting pages to display correctly.

WCAG 2.0 resources

Something that is definitely going to happen very soon is the release of WCAG 2.0.

WCAG 2.0. has now become a proposed recommendation. This means it is not only technically complete but has been successfully implemented on a large variety of sites. In short, it has been proved to work.

According to the Web Standards group this means it could therefore be released before Christmas.

This is hugely significant and very exciting from an accessibility point of view. WCAG 2.0. has come a long way from its controversial beginnings and is now a very good set of guidelines.

Now is the time to start building compliant sites and the Web Standards Group has provided some useful resources for implementing WCAG 2.0.

Prototyping with XHTML

Our final story is a post on the Boxes and Arrows website encouraging us to ‘Prototyping with XHTML‘.

The article lays out an approach to wireframing and prototyping, which is based entirely around the use of XHTML. Starting with the XHTML itself, you build up the structure and elements within your site. You then add CSS and Javascript to further refine the concept.

It is an approach with a lot of merit. Unlike other methods, the prototype is not thrown away but becomes apart of the final deliverable. It is also an approach particularly suited to multiple iterations, allowing you to refine the design over time.

In a world of web applications it is becoming increasingly important to demonstrate user interactions in a way static comps cannot. However, although this approach is appealing I do not believe it replaces the Photoshop mockup. Client’s like to see ‘finished’ looking designs. That said, it is another useful tool in your arsenal and you should be sure to read this post.

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Feature: A Partnership of Cooperation

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

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Listeners feedback:

Marketing a web application

Nick Charlton writes: Long time listener, haven’t asked a question before though..

Apart from your blog, the podcast and twitter, how else have you marketed GetSignOff?

To be honest, I have done very little marketing yet. However, I know that has got to change. The problem is that I am not a trained marketeer and so don’t really know what I am doing. That said I do have a rough plan:

  • Free pro accounts – While in beta we gave away numerous pro accounts to ‘web celebs’. However, to be honest it was a waste of time. These guys were either too busy to review it or just didn’t feel it was worth writing about. This time I intend to give free accounts to those who blog about the application. Not entirely sure how I am going to do this yet but I think it might generate some buzz.
  • Offering discounts – Discounts are an effective way of spreading word of mouth. Again I am not entirely sure if or when we will do this, but offering the occasional discount should encourage people to tell their friends.
  • Targeting appropriate publications – I am in the process of writing a number of articles either directly or indirectly related to GetSignOff. I have also asked some sites to review the application. I have approached sites like Digital Web, Think Vitamin and printed publications such as .net. Having a product aimed at people like myself makes identifying appropriate publications easy.
  • Producing supporting video content – I have already produced the ‘Getting design sign off‘ presentation but also intend to make some shorter tutorials for YouTube. These will contain valuable content in their own right, but will also promote GSO.
  • Utilising CSS galleries – Because my audience are web designers we have submitted GSO to several CSS galleries. We know that many web designers use these sites and so this gives our application a lot of exposure.
  • Use speaking opportunities – Speaking opportunities have been a great opportunity for promoting GSO and I have started tailoring my speaking slots around the subject of sign off.

In time we may consider advertising through things like Google Adwords or the Deck. However, until we are confident in the return on investment we are not willing to invest more money in anything other than development.

Font management

Aurel writes: I would realy like to know how designers deal with fonts? From personal experience, I have alot of fonts and it takes me time to find or manage them. So I was wondering if you know of any way to group the fonts, e.g. when you go through the drop menu of fonts in photoshop, they apear in groups (or something along those lines).

The solution I use was recommended on the Rissington Podcast (oh the shame of admitting that.)

It is a piece of software called FontExplorer X which is available for both the mac and PC. It has some superb features if you are serious about fonts. These include:

  • Organising your fonts – Organise using a library, folders, tags and even smart sets. You can directly access all typefaces from a certain foundry or all fonts tagged with a certain keyword? You can even view all italic fonts.
  • Auto activation – FontExplorer allows you to decide which fonts are available in which applications. This is ideal if you want to avoid scrolling through large numbers of fonts in applications like Photoshop.
  • Font information – FontExplorer gives you a clear customisable preview of your fonts as well as detailed information on the character set and usage restrictions.

The application also has an in built store that allows you to buy additional fonts within the same intuitive interface. I am guessing this is how they manage to offer the whole application absolutely free.

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123. Plight

In this weeks show we review Textmate and the Top 5 Tips for Web Designers and we discuss the plight of in-house designers.

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A quick request. We are really in need of some more transcribers to help with the interviews we do. The team we have are doing an amazing job but it would be great to spread the load.

If you feel you could help once in a while please drop an email to Ryan our producer and he will add you to the list.

News and events

SPAM meltdown

It is always with fear and trepidation that I mention HTML email. It inevitably leads to a torrent of comments ‘educating’ me about the evils of HTML in email, and that we should only use plain text.

Although personally I wish HTML email was never invented and try to limit its use, I do accept it is here to stay. Despite its many drawbacks it is statistically more effective than plain text from a marketing perspective.

You will be hard pushed to pursued a client to forgo HTML. Inevitably we will have to produce HTML templates occassionally. Of course, being conscientious, when we do produce HTML emails we want to ensure they look great and are well coded. This leads me to a couple of stories worth mentioning.

The first is that Patrick McNeil (of Design Meltdown fame) has launched a new site called Spam Meltdown. The site showcases examples of great email design in much the same way as Design Meltdown does with websites. Patrick has done an amazing job on this site and he has my sympathy because he is subscribed to over 1000 mailing lists! The designs he showcases are organised by style, colour, industry and topic. As with design meltdown this categorisation approach works really well. You can quickly find inspiration by looking at categories that are relevant to your project.

The second news item worth mentioning is that Campaign Monitor have updated their chart for CSS support in email clients. Campaign Monitor is a service which allows you to send HTML newsletters, but they do a lot more than just take your money. They are actively involved in improving standards support among email clients through the email standards project. Next time you are trying to produce an HTML email template check out their CSS support grid as it will clearly show you whether a particular CSS property is supported.

Form Analytics

While I am on the subject of cool services like Campaign Monitor, I also want to mention Clicktale. Clicktale is a service that allows you to track users as they move about your site and even anonymously record their actions. The last time I mentioned them this disturbed many people who saw it as an invasion of privacy. However, I see it as a valuable tool for learning about user interaction and improve site usability.

If you share my view, then you maybe interested in a new service they are starting to offer. You can now not only track users as they click around your website, you can also watch how they interact with forms.

In addition to video recording, the new form analytics service also provides three invaluable reports…

  • The time report – This shows how long users spent completing each field.
  • The blank report – This provides information on fields that have been left blank on submission.
  • The refill report – Which highlight fields that have been completed incorrectly.

If you run a site that requires users to complete long or complex forms then you will see the benefit of this service. On a high trafficked ecommerce site this would be invaluable, substantially reducing the number of users dropping out at checkout.

Art direction hits the blog

This week has seen the launch of Jason Santa Maria’s new personal website. For those of you who do not know, Jason is the creative director at Happy Cog (Zeldman’s company).

Normally, I would not mention the launch of a new personal website. However, Jason has done something very interesting. His new design is well executed but plain. It certainly is not as inspiring as his other work. The reason for this simple approach is that it is a framework upon which he will build.

The idea is that each of his blog posts will have a custom design to accompany it. The design will therefore reflect the content. In effect he is bring art direction to his blog. This is a bold experiment and something that Zeldman has written about before.

Although I am fully behind the idea of bringing content and design closer together, I do have some reservations. First, there is a possibility that the constantly changing design could make navigation around the site confusing. Fortunately from what I have seen so far that will not be the case. Jason has been careful to ensure key navigational elements remain in a consistent location and have similar styling wherever you are in the site. However, if other designers were to adopt this approach would they be so careful?

My second concern is a purely practical one. If each article not only needs writing but also designing, will that reduce the amount Jason posts? In other words is a blog really the right place for this type of art direction?

However, despite these reservations I am really pleased Jason is trying this approach. A personal website should be the place to experiment and try new things. Too many blogs (including my own) are cookie cutter solutions with some pretty graphics slapped on top. Its superb to see somebody doing something different.

Prototyping

My final news story of the week returns to a subject we have touched on recently. How do you wireframe a modern web application with its high level of interaction? In show 120 I mentioned that one approach might be to utilise flash. Today I want to point you at an article on the List Apart website, which suggests that building prototypes maybe better than struggling with wireframes.

When I first saw this article I was hesitant. After all I can barely pursued my clients to pay for wireframes let alone a full blown prototype. However, the more I considered what was being suggest, the better the idea seemed.

The majority of time spent getting an application working is spent on bug fixing, browser support and non-core functionality. The rough ‘outline’ of an application can come together very quickly. What is more, unlike wireframing, a prototype can be used as the basis for the final build. It does not get thrown away like a wireframe.

The article also points out that prototypes are better for demonstrating difficult concepts to clients. They encourage earlier collaboration between designer and developer, and provide something substantially better to user test against.

With almost every new website having some form of web application, we all need to consider how to better conceptualise their operation.

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Feature: The plight of the in-house designer

The more organisations I work with the more sympathy I have for in-house designers and developers. It is a role that can be thankless and isolating. How then can their lives be made that much easier? We discuss this in this weeks feature.

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Reviews: Textmate and Top 5 Tips for Web Designers

We have two reviews this week by our lucky competition winners Teifion Jordan and John McFarlane. Teifion and John will be going to this year’s dConstruct in Brighton.

dConstruct is the affordable one day conference for people designing and building the latest generation of social web applications. Tickets cost £125 inc VAT and went on sale yesterday so be sure to check it out.

Textmate by Teifion Jordan

Hi, I am Teifion Jordan, I am reviewing a program created by someone far smarter than me. I am going to be looking at Textmate. Textmate is a Mac only application though there is a similar editor called eText Editor for Windows.

First impressions of Textmate are that it’s pretty sparse, it looks like any other editor. I throw it a PHP file and it colours the text in, just like any other editor would. The colour scheme can be changed, both text and background colours can be altered, which is quite a neat touch. I can even make parts bold, italic and underlined which is a neat touch. It requires knowledge of Regular expressions but I can actually add in more rules for what to colour in! I used this to make variables used as array indexes appear differently, something I have wanted to do for some time. Not since I was a toddler, but definitely some time.

But enough moaning about how the program itself is both smarter and better looking than me, I wanted to try some code. I found that if I typed "foreach" in a PHP block and hit tab, I was presented with an entire foreach loop. Closer inspection revealed that there were dozens of snippets and commands for PHP and dozens more for each of the many languages and some things that were not languages. With 5 minutes of effort I had setup Textmate to post my blog posts for me, I am now one step closer to not having to put any effort at all into blogging.

It is possible to create your own snippets and not at all hard either. I now have one to tell me that I am beautiful and another to create a PostgreSQL query. I can also write new commands, I can write them in command line script, Python, Ruby and PHP to name a few. All of the commands are completely open sources, so you can see what’s already been done, and sort of plagiarise that sort of work for your own means. Except plagiarism is bad so don’t ever do it.

I can edit columns, I can write new snippets, commands and even entire languages, I can Regex, I can manage projects with a hierarchal file structure. It’s like before I was walking but now I’m on a push bike. I can’t make use of the ability to run down pedestrians until I learn how to do balance and pedal. Okay, the running down pedestrians was a bad example but anybody that is still listening and not calling the police must have understood it so I’ll continue. There’s nothing I can’t do in Textmate, I just need to look at the extensive online manual to learn it. And there I think is it’s biggest failing.

Textmate is a really lovely program to use but it’s so complicated. Coda, as a contrast, is a more intuitive application but it is to Textmate as a spade is to a chainsaw, that is, meant for a different problem and with fewer moving parts but also with the ability to digs holes? I’m sorry, my mind wandered. What I meant to say is that Textmate is great for dealing with code but not so much the design which is what apps such as Coda excel at. I’ve now been using Textmate for 10 months and I still think there is potential to unlock, though, that might be because I’m a thickie.

I suppose I should wrap this up by saying that I would heartily recommend anybody thinking about writing lots of code to give TextMate a good look. It takes a lot of time to get a lot out of it, but there really is a lot to get out of it.

Thank you very much for listening, I hope this was at least semi-informative

Top 5 Tips for Web Designers by John McFarlane

Hi, I’m John McFarlane and this is the first ever review brought to you live from my living room. Today I’m reviewing a post that has been submitted on the boagworld.com forum. The title is "Top 5 Tips for Web Designers". I’ve been reading through the replies and I’ve put together my top 5 top tips.

In at number 5 submitted by richquick, allow time and money for personal development, read blogs, buy books, attend conferences, experiment and learn new techniques and technologies.

In at number 4 posted by Jayphen, surround yourself with designers, whether they’re colleagues, real world contacts, online contacts, forums, podcasts. The more you talk about design the more you learn and I’d like to add to that e-mail designers for advice and let them know your experiences.

In at number 3 posted by some guy called Paul Boag, develop with the latest best practices, ensure you separate content, design and behaviour. Make sure everything you build uses progressive enhancements.

In at number 2 another one by Paul Boag, it’s an obvious one but one that can’t be put across more clearly, know HTML, CSS and javaScript inside out, you need to know the core technologies that underpin the web back to front. I’d like to add to this point, the basics of HTML and CSS are easily learnt but don’t be fooled into thinking that you know enough, you really need to know these subjects to an advanced level. This will benefit you when your implemented the latest best practices.

And that brings me on to my number 1 tip and that is love your job, I think if you love this industry and have a passion for web design, I think those qualities will guide you to achieve your goals. So enjoy your development and don’t rush yourself too much. Take the time to develop the right way, build contacts and friends and embrace the industry as a whole.

That about raps up this weeks review. I hope you’ve enjoyed the very first show live from my living room. Thank you and goodbye.

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Listeners feedback:

Newspaper columns on the web

Adrian writes: Hey guys, long time listener from the states. I’ve been working on a new personal site lately and I’ve become fixated on the idea of using newspaper style columns. Since you two seem to know a thing or two usability, I’d figure I’d ask for your thoughts.

It seems like most people view them as a print concept that doesn’t translate well online but seeing as most screens these days are widescreen and vertical space is taken up by menu bars, docks and browser extensions, going horizontal strikes me as a logical solution.

I appreciate the logic. It is true that more computers than ever have widescreens and that vertical space is at a greater premium than horizontal. However, I would think very carefully before employing newspaper style columns. As I see it there are two concerns:

The usability concern

As you point out, people reference usability concerns as the primary reason against newspaper columns. In a newspaper, copy runs across several columns with the eye darting from the bottom of one column to the top of the next. This is acceptable because the user can view the entire newspaper in a single glance. There is no such thing as a scroll bar.

On the web it is different. You are unable to predict the height available in a browser window and so users will almost certainly have to scroll. This means the user will scroll down one column as they read and then have to scroll back to the top to start the next column. This is far from a pleasurable reading experience.

It is also important to consider width as well as height. As you say newspaper style columns works well on high resolution, widescreen monitors. On anything less the story becomes unreadable with narrow columns and short line lengths. The alternative is to allow both horizontal and vertical scrolling. But as I am sure you, know this is the ultimate usability error and should be avoided at all costs.

The technical concern

There are also technical considerations to take into account. How will a story be split over multiple columns? Currently this cannot be done in CSS, although this may appear in CSS3.

One option would be to manually layout each block of text. However, this isn’t going to be practical with anything other than the most static of sites.

The only option is to use some server side code. However, even this is not without its problems. Consideration needs to be given to inline elements such as images or quotations. What happens if they appear at the end of one column? Does a quote get split? Will the design accommodate larger images? What happens when text is scaled?

Although all of these technical problems can be overcome, you are forced to ask whether it worth the effort. This is especially true considering the serious usability concerns.

Estimating dev/creative work

Kirk Henry asks: I’m not sure if this should be listed as a question or not but her goes. I’m a Creative Director for a dev shop with some very large fortune 500 companies and a problem I always seem to come across is difficulty in the estimating process. We use excel documents, have some standard hours for comps but have to do custom estimation for multi media projects etc… my estimates are always pretty decent but I want to know what you guys use or what software you would recommend. I have been listening on itunes from the start and love the show.

Ok, this is probably the most important subject that we (and I mean the web community) don’t talk about. Why? I think, because it’s difficult to pin down a method of reliably estimating a project and, more so, we’re all guilty if underestimating time and again… these are my thoughts:

The first thing to ask yourself is ‘how serious is this project?’ I have a sixth sense for requests for quotes that fit into the following brackets:

  • ‘We have this idea but have no idea how much it will cost and we want you to do all the research work involved in scoping it. Of course we won’t pay for the research and there’s no way we’ll pay sensible money for the work once we know what it is’
  • ‘We have a supplier that we want to work with but my boss says I need a couple of other quotes’
  • ‘Us guys in sales and marketing have been doing some blue sky thinking and want a quote to redevelop Google….’

You get the idea – timewasters. You need to deal with these requests quickly – this is how I do it. Have a chat with whichever department(s) would do this work if it ever materialised – get them to give you wide ballpark figures. Add in PM and contingency and send them an email. 99 out of a 100 won’t even bother getting back to you. Some will, but they’re usually trying to get free scoping (‘can you give me a bit more detail on how you reached those figures’).

Anyway, I’ve ranted long enough timewasters, back to Kirk’s question.

First question – do you know the budget? If yes, then you are looking to fit a scope into a set amount of effort. Can you do it? Will the ‘client’ be happy with the scope that fits their budget? Do they understand what that scope is (especially if you have reduced it to fit their budget)? DO NOT get creative with your effort allocations just to fit within the budget. Either ask for more (up front) or walk away.

If you don’t know the budget then you are looking to scope a project from scratch. If it’s a really big project then ideally you should be being paid to scope it as we’re looking at business analysis and consultancy here.

Break down the project into rough task areas. It’s likely that you’ll have done other projects that include similar tasks so you’ll know efforts on these (though ask yourself if you got it right last time). For the ‘new’ tasks, break it down further and you will probably find other smaller tasks that you have done before. For the really new stuff then you need to talk to an expert (designer/developer/IA) and get them to think the task through. They will provide you with an informed guess. That’s right – guess. Because people are guessing it is really important to overestimate fixed price projects. This is the cost to the client of having a fixed price.

Don’t forget to charge for meetings (if 3 people are attending then charge for 3 people!). Project management is notoriously undercharged. We have a rule of thumb of 15 – 20% (and that’s probably light).

The golden rule of estimating is don’t be tempted to lower your probably already too low price just to win the work. Be prepared to walk away.

As far as tools to help with estimating go, MS Project is great at separating tasks, linking resources to tasks and giving you a good idea of how long things will take. But, I tend to find that it is over the top at the quote stage and tend to stick with Excel.

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122. Screencasting

In this weeks show we have Ian Lloyd discussing Sitepoints HTML reference and we take a look at creating screencasts.

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News and events

Typography everywhere

This week has seen a plethora of posts about typography. There is an article about changes being made to typography in Firefox 3, a post dedicated to working with paragraphs and some future developments in CSS 3 fonts. Combined with the growing support for embeddable fonts, it would appear that web typography has a rosy future.

Although all of these posts are interesting, I feel we are not making use of the typographic tools we have already. I have learnt a huge amount by reading what people like Richard Rutter and Jon Hicks have to say on the subject. For example how many of you…

  • Ever change the default kerning
  • Really get specific in your cascade of fonts
  • Consider vertical alignment
  • Think about the relative sizing of our various typographic elements

The list could go on.

Many web designers choose to ignore web typography because it is so restricted. However, this will soon change. We need to learn to walk with the basic tools currently available before we run with what is to come.

Accessibility cheat sheet

Our next story follows on nicely from last week’s feature in which we addressed accessibility quick fixes.

Aaron Baker has written an accessibility checklist aimed at designers and developers who know little about web accessibility. The idea is that by simply referring to the list during development they will be able to avoid the major accessibility issues.

Aaron is the first to admit this isn’t an ideal solution. He also accepts the checklist fails to cover everything. However, in my opinion he has done a damn good job at making the accessibility guidelines… accessible!

What I like most is that he also provides a PDF version that prints out as a single page. Instead of having to wade through pages of W3C guidelines you can print out a single page and pin it to the wall. Ideal for those starting down the road of accessibility.

Does this mean we can ignore WCAG? Absolutely not. However, this is certainly an easier starting point for those who are intimidated by the subject of web accessibility.

Advice on wireframes

We are having an interesting discussion within Headscape at the moment. Where does the job of an information architect (IA) end and that of a designer begin? When it comes to wireframing in particular, the line is blurred. A wireframe is often produced by the IA but can strongly define the layout and design. This reduces the designer to skinning a site, which is a real waste of their skills.

I was therefore excited to read the first in what will be a series of posts on wireframing. The author identifies exactly the problem we have been struggling with and talks about page description documents. These documents differ from traditional wireframes because they do not endeavour to establish a layout. Instead this is left to the designer. A page description document focuses on identifying and prioritising content. It is then down to the designer to represent this on the site.

It is an interesting approach and one that I think has a lot of merit. However, I am equally excited to see the other posts in this series, where the author promises to show us example wireframes and provide more details on his approach.

Top five tips for new web designers

The final news story of today is an unusual choice as it comes from our own forum. Our forum is always full of great threads, but one in particular caught my eye this week because it covered the most common question I get asked; ‘what advice do you have for a new web designer?’.

It is not a long thread (yet!) and so is easy enough to follow. However, each poster has provided some excellent advice in the form of their top 5 tips.

The tips include…

  • Advice on business
  • Techniques for improving your skills
  • Areas to focus on
  • Books and sites to read
  • What to learn first
  • How to increase your profile

Without exception they are all gold dust and if you are new to design then definitely give them a read.

Equally if you have been a web designer for a few years take a moment to post your own contribution. I think you will probably learn something at the same time.

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Feature: Creating Screencasts

Video is becoming an intrinsic part of the web and not just dumb ass videos on YouTube. Video can be used to show off products and provide online presentations. But how do you create a high quality screencast on a budget? We look at this issue in this weeks feature.

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Interview: Ian Lloyd on Sitepoint HTML Reference

Paul: OK. So joining me today is Ian Lloyd. Hello Ian.

Ian: Hello Paul!

Paul: Have we had you on Boagworld before or is it just .Net?

Ian: Erm… Actually never in real life person. I did the video thing for you before, the screencast.

Paul: Yeah. That’s it. I knew there was something.

Ian: I’ve heard my dulcet tones before.

Paul: Yeah but not on a live, real, happening interview type basis.

Ian: Is this happening? What as in cool, hip and happening? Wow.

Paul: This is happening right now! So there we go. That’s exciting. So the reason I have Ian on the show today is that he had just undertaken and completed a mammoth project no less, in the form of a HTML reference guide that is now available via SitePoint. Now we’ve talked before on the show about the CSS reference guide but the HTML one is a new project that is beta at the moment. Why have you showed a beta tag on it? Come on, put your money where your mouth is. Commit to a real live version!

Ian:Well that’s not really my shout in fairness but I think the reason they do it is that with all the will of the world and all the technical editing that goes on and all the rest of it, invariably there’s going to be things that will crop up.

Paul: I was always under the impression that you were infallible Ian.

Ian:Well I would to keep that myth going but it’s obviously completely untrue. But no, I think it’s sensible. From what I can gather they did this with the CSS reference and they told me that they did get some good feedback as a result of doing this. So it gives them an opportunity to capture anything that has so far evaded various editing stages. There are little things that you can easily, easily miss. So it makes sense. Put it in front of a whole bunch of pedants and you will find that things will be revealed that you weren’t aware of.

Paul:Yes certainly. So tell us a little bit about how the project came about. How did you end up working on this from SitePoint and how you get involved?

Ian:Right… Well it’s actually quite a long story that I’ll try and shorten down. Basically I’ve got a bit of history with SitePoint. It goes back to probably 2001/2002, something like that where I was writing articles for them. I had written a few and they had been scored quite highly. At the end of 2003, I took a year out of work.

Paul: Ah I didn’t know… Yes I did know that.

Ian:While I was travelling around the world I made it my business to try and call in on people that I knew from the web. You know, you’ve part of the world so I’ll pop in and say hello. That’s what I did with the SitePoint guys. I was in Melbourne for a while so I thought I’d pop in and say hello. So we did lunch and I was having a chat with one of the guys there who was saying “Oh, have you ever thought of writing an accessibility book?” and I was like “Oh, I don’t know. I don’t know if I’ve got a book in me. It seems like a lot of work.” But not long after that I was asked if I’d like to do some tech editing and I thought “Yeah OK, I’ll do that” and I actually did it while I was still travelling around Australia in the van. So that was actually quite easy to do, wasn’t too bad at all. And then what happened is that when I got back to the UK I was asked “Do you want to write a book?” and this is the beginners book you have reviewed in the past on the show. So it’s kind of been an escalation from there really. So there was that book and I did a couple of bits and pieces for APress and then not so long ago I got the call back from SitePoint saying “Do you want to do this HTML reference?”. At the time I thought “I don’t know. I’m not sure. Does the world need another HTML reference?”. But I kind of thought that when I did the first book, and that’s done pretty well and I’ve had some really good feedback, so I though “Well, let’s think about this. Maybe it’s worth doing”. In my mind I convinced myself that this wouldn’t be a difficult thing to write…

Paul: *Laughs knowingly*

Ian:See you think you know HTML. You think you know it because you use it everyday and I though “Well how difficult can it be?” compared to say the Javascript reference they were writing. There’s a million and one ways you can approach something with Javascript where as with HTML there’s a finite number of elements or tags, whichever you prefer to use, that you can use in any given scenario so you think it’s pretty straight forward isn’t it. That’s what I thought anyway and I was also thinking in terms of browser compatibility the bigger problems come from the CSS you put over the top. That’s where you get all the quirks happening. So I thought to my mind, “Yeah this isn’t going to be too difficult a job”. But I think I underestimated it.

Paul:Is that not always the way when it comes to any kind of project like this that it always ends up being loads bigger than you thought it was going to be.

Ian:I think it actually surprised me how much more work there was involved. I don’t know if you did that little test a little while ago that was one of those things everyone was sending around, how many HTML elements can you do in 2 minutes or something. Everyone was having a go at it. You think you know quite a lot but then you realise there’s so many more you didn’t know and there was so many that I vaguely remember and but probably would never use. That was the funny thing, writing about these elements where I think “Well, that’s that one done. Never going to use and nobody’s every going to read it either but it’s got to be covered.

Paul:So with the CSS reference guide that they produced they have now turned it into a book. Are they intending to do the same with this? Is that the plan?

Ian:Absolutely. And that was the other strange thing I thought “This is kind of a strange business model. They are going to put it on-line for free but also gonna do a book. Will people actually buy a book?” But I’m sure they don’t do these things without doing the research first. I’m pretty sure they’ve got a good idea on what they’re doing with this. I never went into it thinking I’m going to make millions out of this because it’s never going to happen. Anyone who’s written a book, yourself included…

Paul:I’m still witting so I’m still in that naive state of thinking “Yeah, it’s going to sell hundreds of thousands of copies and millions of copies and I’m going to be rich”. So don’t shatter it.

Ian: Sorry Paul.

Paul: Just say how much money I’m going to make.

Ian: Oh yeah, you’re going to be rolling on a bed of money. You’re not going to know what to do with the stuff.

Paul: Excellent. Wonderful. Great. I’m looking forward to that. *laughs* So basically it’s gonna turn into a book before too long.

Ian: Ah yes.

Paul:You mention that there were some things in there that you thought “I’ve written this but I’m never going to use this and probably no one else is as well”. I noticed there were a couple of sections in there dedicated to depreciated HTML tags and stuff that people actually shouldn’t use. That’s a bit of an unusual decision isn’t it – to put in stuff people that people actually shouldn’t be using. Why take that route?

Ian:Well the thing is because it’s a reference you have to include everything. So everything that is in the W3C approved recommendation, everything in there is included. Even if it’s as much use as a chocolate teapot it has to go in there. And that includes the deprecated tags but there’s also things that are included such as blink or bgsound or marquee that were never actually defined in any standard but because they have almost universal support, not all of them have the same level of support, but basically there’s a lot of elements out there that were never defined in the standard but are well supported. So the decision is this has to go in there, we can’t deny it’s existence. It may not be something that anyone would want to use but as it’s a reference book we should include it. There were some that we didn’t include that I can’t remember off the top of my head what they would be. Things that were perhaps defined in Netscape 4 and just are not supported in anything and given that Netscape 4 is dead and gone a long time ago, there were some things that didn’t make it in. But the reason for having a second index that said “Here are some elements that you shouldn’t use or should avoid or these are deprecated ones” was really a case of saying that we’ve got this index of all these things and I don’t want anyone to think that because it’s in the index that it’s necessarily approved. So I wanted to kind of pull them out and say “It’s in the reference but actually we don’t really you to use those.”

Paul:Which are the worse culprits? Which are the ones you think that people are using a lot and they really, really shouldn’t be? Your chance now to lecture people and preach to them about their bad HTML.

Ian:Well strangely enough I don’t actually see a lot of them used now. I think probably the most common is people using the bold and italics, the <b> and the <i> tags, when really they should be using strong and em. Then again the b and i tags do have their place but they are usually misused. Thankfully the kind if things that I wouldn’t want people to use, you don’t tend to see much nowadays anyway like the blink, marquee or bgsound that was always a pet hate of mine. You’d visit a site and then suddenly you’d get some Indonesian Gamelan music blaring through that was set in a bgsound. I was kind of thinking it’s good that this is gone but if you go to any page on MySpace and they’re replaced it with something that has got sound in Flash. So yeah, that may have gone but they have replaced it with something equally annoying.

Paul:Now there’s a little question there. You say that bold and italic have got that place. How is it supposed to be used? Educate me as to the proper use of those two.

Ian:Well if you what you are actually marking up something that describes something typographical. So if you are putting the b tag around something because you are describing it as bold. So it’s that kind of context. I use in the examples on the reference it’s like I’m describing a sign of something like that. So there are reasons when you use it but generally speaking when people are using it is when you want emphasis or strong emphasis. In most cases what I would end up using would be strong and em because that is what I’m normally trying to do, emphasis.

Paul:What other kind of bad practice have you been seeing? What are the things, not just with specific tags but general bad practice, that are your pet peeves when it comes to HTML? What things are people doing a lot that just piss you off?

Ian:Like I said earlier, because of the kind of sites that I tend to look at I don’t actually stumble across too many coding sins because that’s kind of the circles I’m in I suppose. The funniest thing is when you see your own mark-up from years ago and I’ve just had to do this for something at work where I’ve taken on a reworking of something written 10 years ago and I’m like “Oh my God. This is awful”. It had been duplicated 5 times instead of one file with the logic inside that one file. So it was like “Hang on. I have to do this five times over?”. But it was nice to go back and see something that was old and table layout and all the rest of it and give it a good clean up in the process. So yeah, it’s funny when you look at your own mark-up and think “I’ve moved on”.

Paul:Even when you just look at what you learned from when you started doing standards to when you’re doing it now. I look back on the early standards work I did and it’s all div-tastic. There’s just divs everywhere.

Ian: Oh yeah. But there’s no meaning to the document as such.

Paul: Yeah. No meaning whatsoever. It used CSS so it must be alright *laughs* Which obviously doesn’t quite work does it in reality but there you go.

Ian:I guess the kind of thing that I really see a lot is just general sloppiness. People not closing tags when they’ve said they are using XHTML or unsymmetrical opening and closing. Those kind of things. Probably the first thing is missing alt attributes for images which is such an easy thing to put right but I see it so often. I guess probably the worse offences come from the kind of people who probably have never looked at a reference and may never look at a reference so I don’t know that this would solve the problems. And by that what I mean is people who would never actually get their hands dirty in the code. They’ll be using things like Frontpage, Word. You know – save as HTML in Word. You just want to beat them over the head with a large reference book. I don’t know if those kind of people are beyond hope. Maybe we we’ll be there at one point who knows. Maybe they are not beyond saving.

Paul: Nobody is beyond hope.

Ian:Funnily enough, I was saying about the Frontpage thing. It’s quite shocking I was looking at the program for a local college evening course and out of curiosity I flicked through to the computing section to see if they were doing any web design courses and
yay, there were. How To Build A Website and it was a seven week course, how to build a website using Frontpage. And it was like head slap, what are they doing?

Paul: Ah. That’s amazing that people are still doing that.

Ian: Shocking. So yeah. It’s not going to go away in the short term still.

Paul:When you were going through this reference, putting it together, was there a tag that you came across that you thought “Why don’t I use this more often? That’s an underused tag.” For example, I’ve just suddenly started using definition lists more.

Ian: Paul, you’ve taken the words right out of my mouth. That’s exactly what I was going to say.

Paul: There you go then.

Ian:That’s exactly one of those things that I don’t tend to use an awful lot myself but there are certainly uses for it. When we did this quiz thing that we were talking about earlier, I did with some people at first. So few of them had actually heard of definition lists. It was like “What is this markup of which you speak? What is this dl? What is this dd?” They had never heard of it and it surprises me but, I don’t know, maybe it shouldn’t be a surprise. You see list items used absolutely everywhere but it seems to be a bit of mystery to people. So that would be one that people could use more often and I’d certainly like to see people use them more often.

Paul:Umm. I’ve found it really useful. It’s surprisingly how many of the things, for example a news story where you have a title and then the description underneath the news story. There’s loads of examples like that where there are these paired matchings that suit a definition list so well. It’s a cool tag, if a HTML tag is capable of being cool which is probably doubtful.

Ian:There are some others as well which I would certainly like to see people use more often and they’re not ones that I don’t use, I use them all the time. Things like the accessibility specific type ones like for forms: label, fieldset and legend. I’d like to see them used more often. To some people this is something that they still don’t get. Of course in general, using the proper semantic markup. As you’ve already mentioned sites that are div-tastic. Stick a couple of headings in there and some unordered lists and already you’re starting to give your document more structure.

Paul:So talking about semantics and all that stuff, I noticed that you have a section dedicated to Microformats. Microformats aren’t really part of the W3C specification so why did you decide to include them?

Ian:Because it’s really cool. Yeah, it’s really cool stuff Paul. No, the reason really is because in the process of drawing up the table of contents, looking at all the elements we needed to cover, it became clear that there are certain things that HTML can’t do. Obviously this is not a revelation otherwise Microformats wouldn’t have come about anyway. But it felt right to put it in because essentially although Microformats are still developing they do go through a rigid process of being documented, discuss, ratified and all the kind of thing. So while it isn’t W3C recommendation it feels like it’s controlled. Also it doesn’t really do any harm. You can add this in over the top of HTML. You’re still using plain old HTML but adding that extra richness in without necessarily doing any harm. So it felt like something safe to put in. I guess the only problem with putting something like this in, at least for the printed version of the book, is that as they are developing it can get out of date. At least with the on-line version as things get added and they are adopted, that can easily be added in. It felt like a useful thing to do.

Paul:And it’s good to give Microformats higher profile because I think there are still a lot of people that are unaware of them. So it’s good.

Ian:I was gonna say it is by no means a complete Microformats reference. It really is still a fairly entry level introduction. I mean there are books out there specifically for Microformats. If someone really wants to learn more they’d do better to pick up a book or go to Microformats.org to learn more. Hopefully it would give some exposure to it that perhaps wouldn’t otherwise. And the other good thing about it is because the reference on SitePoint is very, very searchable hopefully by the time that Google’s indexed it you will find people that stumble across that wouldn’t have done otherwise and just from doing a search from inside the site itself. There’s a chance that people might learn about Microformats when they might not have otherwise of done. But we’ll see.

Paul:Bearing in mind that a lot of people listening to this podcast are web designers and you know, they are sitting there going “Well I know HTML”, like we were saying at the beginning that you have this perception that is something you know back to front. So just to finish up with is there a kind of one area that you really want to challenge people over or one piece of good practice that you’d like to push people on where they’re not as hot as they should be.

Ian:Hmmm… That’s a tricky one. I’m obviously aware that the audience of the podcast know a fair amount already. I guess you do have some people that are relative beginners so I’m not entirely sure the advice is appropriate for the audience. But the kind of advice that I would always give is that, and maybe I’m teaching people to suck eggs here, but really it’s so much more useful if you can learn from the ground up. You know, learn the code using really simple tools. I use Dreamweaver a lot, an awful lot, but that’s because I know how Dreamweaver is going to handle the markup. I know if there any little forbals, what it’s gonna do. So it’s very quick for me to use that without causing any real damage. But I wouldn’t really recommend that to a beginner. I’d say learn the basics. Walk before you run. Obviously things like I mentioned earlier – Word and Frontpage. Never, ever dream of using anything like that because they just do an awful, shocking job of it. In essence, HTML is not difficult to get to grips with. What I tend to find is a problem is what you then layer over the top of it. It’s the browser incompatibilities with CSS and obviously with Javascript it can be as simple or as complex as you like. HTML is not massively difficult to learn but it’s still useful to learn from the ground u
p and not let a tool do it for you. I think that’ll be my advice.

Paul:On one hand it’s not difficult to learn but on the other hand I think it’s quite difficult to master, if that makes sense. It takes quite a long time…

Ian:You’re talking about the pedantic kind of… When you start to argue about the fine details about which element is appropriate for this usage and you can get into some debates over some things, yeah.

Paul:I liked the way you referred to it as pedantic. Do you think we’ve gone a little bit overboard with our obsession with HTML and marking up everything correctly?

Ian:I don’t know. I think it’s a good thing that people discuss and try and squeeze the most out of it. But there are some grey areas and you do sometimes think it is a bit limited, hence things like Microformats adding the richness on top of it. But I don’t know. It’s usually good natured, put it that way.

Paul:Oh OK. I thought I was going to get you to say something really controversial that would get you flamed but I didn’t quite manage to…

Ian: What luck “HTML SUCKS!”?

Paul: Yeah like “Just use Frontpage. It’ll be fine man.”

Ian: Yeah something like that.

Paul:OK. Thank you so much for coming on the show and where can people check this out if they want to try out this reference for themselves?

Ian: The HTML reference is at http://reference.sitepoint.com/html and if you want the CSS reference, replace /HTML with /CSS. And I understand that the Javascript reference written by James Edwards aka BrotherCake is still ongoing. So at some part there will be a third part to this reference. So we’ll have all three layers.

Paul:And I have to say I’ve been impressed with what I’ve seen so far. I’ve actually been using the HTML reference believe it or not. In fact I used it yesterday to check something. I can highly recommend it. Much better than that crappy old W3Schools so you can ignore that from now on and use that instead. OK, thanks very much Ian. That was really good and I look forward to seeing you soon.

Ian: OK. Thank you very much Paul.

Thanks to Lee Theobald for transcribing this interview.

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Listeners feedback:

Can you trust developers?

JW writes: I have been on the buying side of both fixed and hourly projects with lackluster results lately. The process can be quite frustrating for me with some of the following bubbling to the top:

  • Inaccurate estimates both in cost and time
  • A lack of commitment to carry out all agreed items within a scope when it takes longer to accomplish than originally planned.
  • The need to ask for more money when the scope doesn’t change.

Which leaves me asking “How much is the developers “word” worth?”

JW’s email goes on to talk about the differences between fixed price and time and material work. I believe that this is where the heart of the problem lies.

I know many within the web design industry will disagree with me but I advise in my upcoming book to only work with developers willing to agree to a fix price contract.

There are always exceptions, such as when you have found a developer you know and trust. In such circumstances I suggest the complete opposite. However, generally speaking I don’t believe it should be the client who takes the risk for projects overrunning. Obviously, if the scope is changed by the client then additional work should be priced and agreed (once again on a fixed price contract).

Make sure the scope is clearly defined up front even if it delays the project starting. The tendency is to jump right into development work as soon as possible, especially when deadlines are tight. However, this could cause problems later.

Unfortunately, occasionally you will encounter a developer who agrees to fixed price project only to move the goal posts part way through the project. By this stage it is difficult to walk away. How then do you avoid ending up with this kind of developer?

There are two approaches that work well. First, before engaging a new developer ask to speak with a selection of their existing clients. If possible, contact clients independently of the developer. That way you won’t just get fed a tame client who is bound to say nice things.

Second, for larger projects consider separating off some of the initial work into a smaller self contained project. That way you can ‘try the agency out’ before committing to a larger project with a greater degree of risk.

In answer to the original question, I am sad to say you cannot trust a developers word. You have to put safe guards in place and mitigate the risk.

The life cycle of a website

Richard asks: What is the life cycle of the websites we develop as web designers? Do you see it as a short term year / year and a half, or a longer term two / three years? What kind of time period should we expect to wait before being contacted by a client about a potential redesign?

I would like to challenge two presumptions you make in your question. First, you are presuming sites should be redesigned periodically. Second, you suggest that the client has to come to you. In my opinion, neither are ideal scenarios.

I have written before about how, ideally websites should evolve rather than going through a continual cycle of redesign. I do however accept that this decision lies with the client and not yourself. Nevertheless I would encourage you to work hard at persuading the client of the benefits this approach brings. This serves both your interests as a web designer and those of your client. Throwing out all previous work on a site every couple of years is lunacy and totally unnecessary.

I also have to say that you are doing your clients a disservice by simply waiting for them to contact you. It is your role to continually suggest ideas on how their site could be improved based on emerging innovations.

We offer our clients the opportunity to regularly meet with us (free of charge) to discuss their site and where they should go next. This encourages them to think in terms of evolving their sites. It also ensures the sites do not stagnate and die.

Not that this approach is completely altruistic. By speaking with our
clients regularly we ensure they don’t forget us and increase the likelihood of repeat business.

Do we always take this approach? No. Some clients don’t want us continually pestering them. Some simply cannot afford to move their site forward. In this case we take a more passive role, encouraging them to read this blog or just ‘keep in touch’. However, this is the exception not the rule.

So to answer the original question; I would argue that the life cycle of a website should ideally be indefinite, as it evolves and changes overtime. This happens through a partnership between agency and client.

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120. WCAG 2

In this weeks show we talk with Patrick Lauke about WCAG 2 and we discuss the perils of blindly following conventions.

Download this show.

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News and events

IE testing made easy

Testing in Internet Explorer is horrible for many reasons. Not least the fact that you cannot run multiple versions of IE on a single operating system.

In the past there have been a number of solutions to this problem. There were standalone versions of IE. However, it quickly became apparent that they did not behave as IE does natively. There are online services which provided screenshots of your site in different versions of IE. However that does not give a sense of whether interactive elements were working correctly.

The only really feasible solution was to run multiple operating systems as virtual PCs but this was slow and inconvenient.

However, it looks like things might be about to change. DebugBar have just released IETester. A free web browser that allows you to have the rendering and javascript engines of IE8 beta 1, IE7, IE 6 and IE5.5 on Vista and XP all at once.

They are currently describing it as Alpha software (whatever that means), so it sounds like it is still a work in progress. As with any such software it is hard to know if it is accurate. If you do choose to use IETester, I would still recommend giving your site a final once over in native copies of IE before making it live.

That said, this does look very promising and I will be trying it out myself very soon.

Hosting your Javascript libraries

Our next story is an announcement from Google. They have started to host the main Javascript libraries including…

  • jQuery
  • prototype
  • script.aculo.us
  • MooTools
  • dojo

This means that if you are using a Javascript library it does not need to run from your own server, but can pull it directly from Google.

“Why would I want to do that?” I hear you cry. Mainly to improve performance. First, according to people much cleverer than myself the Google servers are faster and can deliver libraries much quicker. I know little about server performance so I will have to take their word on this.

However the main reason is that if enough web developers use this approach we will see a significant caching benefit. Lets say a user visits headscape.co.uk and this site pulls its jquery library from Google. Boagworld.com does the same thing so when the user visits that site it uses the cached version (from the visit to Headscape) rather than re-downloading it again. As more and more sites pull their Javascript libraries from Google the likelihood that a user already has a cached copy of that particular library increases.

Of course allowing Google to host your Javascript does require a level of trust. What if Google goes down? What if Google turns evil and starts using Javascript to manipulate your site? What about the data this approach gives Google about your site?

However, if these concerns do not worry you, then there are definitely tangible benefits.

Prototyping website interaction in flash

Next up we have a tutorial demonstrating a quick and easy way to prototype complex website interactions.

In some ways the static Photoshop comp is becoming less useful. Modern websites have numerous interactive elements that are hard to convey through static images. There is a need for something that can demonstrate this functionality.

We have spoken before about wireframing interactive websites, but not how to demonstrate changes in visual look and feel. This article on boxes and arrows suggests that Flash maybe the answer.

The advantage that flash has over something like a clickable PDF is that it allows for easier updating when the client wants to make changes. However, it does require basic Actionscript skills. Fortunately, the tutorial talks you through these step by step and none of it is too challenging.

If you are looking for a way to better demonstrate interaction in your design comps then this might be the answer.

The rule of thirds

The final news story today is another post from those lovely people at Smashing Magazine (we love them since they said nice things about our podcast!) The article entitled “Applying Diving Proportion To Your Web Design“, introduces the reader to the fascinating subject of the golden ratio (also known as the divine proportion or rule of thirds.)

If you haven’t come across this principle before then I highly recommend reading more. The rule of thirds emerged in the Renaissance but has always excited in nature. There seems to be something inherently pleasing about these proportions and they occur again and again. There is something about human perception that is naturally drawn to this composition. We can use this to our advantage when designing websites.

The article goes on to demonstrate how the golden ratio can be used in all aspects of design from photography to web design. In particular it focuses on the benefits this can provide to the grid structure of your sites.

Admittedly if you have not come across the rule of thirds before this can all sound like hocus pocus. However it really does work. Following principles like this can dramatically improve your designs. What is more they can be followed by anyone even if you would not consider yourself a designer.

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Feature: Defying Conventions

As the web matures an increasing number of conventions are emerging. But should we always follow the crowd? In this weeks feature we discuss just that.

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Interview: Patrick Lauke on WCAG2

Paul: So joining me today is Patrick Lauke from splintered.co.uk, is that best way to refer to you?

Patrick: Yeah, it’s one of my many monikers, yes.

Paul: Just so many presence on the web, you’re just so well known. Good to have you on the show, Patrick, it’s been a while.

Patrick: Thanks for having me.

Paul: I don’t think you’ve actually been on Boagworld before have you done Dot Net with me, but I don’t think you’ve done Boagworld.

Patrick: Exactly, yeah, I’ve only had the pleasure of sitting on the Dot Net one.

Paul: Well this is the proper grown up, you know, professional version compared to Dot Net.

Patrick: Super!

Paul: So the reason I wanted you on the show, Patrick, I have to be honest is as much for me as it is for my listeners this time round, because you are our resident accessibility expert, and we had a conversation a long time ago on the show about WCAG2 and we talked a little bit, not with yourself but we’ve talked on the show before about WCAG2 and it was coming along and all the rest of it, but it suddenly occurred to me we haven’t done anything on it for ages, and I’m wholly ignorant on the subject and the current state of affairs, so I thought, I know, I’ll get Patrick on the show, I’m sure he’s bothered to read it and knows what’s going on. Hence you’re here.

Patrick: Excellent.

Paul: So you’re not going to let me down, you have actually read WCAG2 have you?

Patrick: I have, I’ve been fairly involved with it, yeah.

Paul: Good! That’s encouraging. OK so perhaps the best place to start is, where’s it currently at, what’s the stage of development at the moment?

Patrick: Right, well literally a few weeks ago it entered what’s called the Candidate Recommendation Stage, all part of that W3C terminology they use. It wasn’t…it has been in last call for about 2 years now, but yes, Candidate Recommendation really means that now the WCAG working group and the general public has been kind of sending in comments etc on the status of the document. They’ve all reached kind of a broad consensus about, yeah, it’s fairly…it’s pretty much there, you know, it’s fairly accurate, technically there’s no big howlers in the actual wording of the things. I mean there might still be a few minor, minor details that change from now until the end, but pretty much the actually core of it is as good as it’s going to get.

Paul: OK.

Patrick: And really the…kind of the purpose of this Candidate Recommendation Stage, you know, why aren’t they going straight out and releasing this now as a standard, is really to give people an opportunity to start test driving, you know, what WCAG2 says in its current state, so working group thinks it’s pretty much there, let’s test it out actually in the real world, so give people the opportunity to run it…run their websites through their paces according to WCAG2, see if, you know, things are feasible, if it’s realistic to kind of say, yeah, this will be the standard from now on, and they’ve actually…they want to make it quite official, so if you have an intention of kind of doing that, you have a website and you want to actually officially say, OK, I’m going to use that website to test WCAG2, they’re now asking for people to basically register their interest and to actually, you need to then implement that, you need to say, right, I’m going to run WCAG2 on my site and by the 30th of June you want to be able to basically say right, I’ve finished it, and then give feedback and basically say yeah, no problem, or you know, we tried and tried, but this is actually not realistic, it might need to be modified, but unless there are major, major issues that come out in the wash as people are now trying to implement it and test drive it, it should be fine really. One of the main things with WCAG2 is, as with any kind of Candidate Recommendation documents, is really that there are a few items where even though we’ve got consensus, the working group isn’t 100% sure that they’re going to make it in their current stage, so they’ve kind of gone very ambitious with some of them, but they realise that yeah, it might not actually make it through, and they’re called….quite fittingly, items at risk, which in the latest CR document, Candidate Recommendation document, they’re clearly marked, and they’re basically…the testing phase is really about, let’s have a look, specifically these kind of items at risk, can they actually be implemented in the kind of more stringent way that we’ve worded them? If not, we might have to scale them back. I mean there’s one for instance where it says, it talks about, you know, colour contrast, and they’ve worded it currently that the contrast needs to be on a ratio of 5:1, so if you’ve say got, you know, text and background colours, you need to have…want to do your calculations for the various algorithms, there needs to be a contrast of 5:1. Now they’ve put that at risk, because some people still felt that it might be a little bit….setting the mark a little bit too high, and they were already saying, OK, well if it turns out that it is too ambitious to say, right, you need to have that ratio, that they’re happy to kind of jump back to 4.5:1 or even 4:1, so it’s kind of things like that, we’re really now at the nitty-gritty stage with these kinds of things, of saying, you know, can it actually be implemented.

Paul: So this is getting very close to the point where, you know, your average website owner and your average web designer needs to be…we need to be looking at this now, don’t we really? I mean we’re getting that close?

Patrick: Yeah

Paul: OK, I mean it sounds like things have gone a long way since the kind of early stages where WCAG2 was quite heavily criticised. I mean what kind of shape do you personally think it’s in at the moment?

Patrick: Yes, I mean looking back, I think it was May 2006 where Joe Clarke wrote his kind of vitriolic post, to Hell with WCAG2 on A List Apart, we have definitely come a long way since then. I think it was a good wake-up call back then for somebody like Joe, somebody of Joe’s stature, to really come along and, where web designers maybe at that stage weren’t really that interested in WCAG2 to actually say, look guys, you need to start looking at this because in the current shape it’s in, it’s really not feasible, and what Joe said at the time, there are many things that he criticised, but you know, overall he was spot-on with a lot of the things. The main thing was that the whole document at that time was extremely bulky, it was one big monolithic document which tried to do everything. There was loads of Orwellian-style language, everything was made up of Newtons, and they pretty much invented…because the problem with WCAG2 it’s a kind of full shadow of it, is that because it tries to be technology agnostic, it tries to avoid in the main document and talk about anything relating to actual technology, so it doesn’t mention specific HTML elements or things like that, so to make it very tech-agnostic, that document at the time really re-defined almost anything, so it didn’t talk about web pages, but it started ta
lking about web units, and basically the glossary was almost bigger than the actual document, so you know, that was very problematic because even people who’d been doing web development for years, if you just gave them the document as it was, they would have had to completely re-learn whatever all the terms were, it was of no practical use.

Paul: So has all that gone now?

Patrick: Yes. The language has been simplified. I mean it’s gone now from 2006 onwards it’s gone through, I think it was 2 or 3 last call stages. Well it went back from…in 2006 it was at last call stage, literally the stage before we’re saying, OK, we’re up to Candidate Recommendation. They actually scaled that back. W3C don’t admit that was because of Joe Clarke, and OK, it was probably not exclusively because of his article, but I think the general kind of feelings that it stirred up, or that it tapped into, kind of made the W3C reconsider. They’ve scaled it back to a public working draft, which is kind of one step previous to that. Everybody had a pretty good look at it. There’s been rounds and rounds of comments, I mean I’ve submitted in the 2 year period that it’s now been since that article, I’ve submitted loads of comments. I mean ranging from really small things like, oh you missed a comma there, or that’s not very clear, to kind of very substantial things about the actual core concepts that are being discussed, and in that process, a lot of really hard copywriting and editing has happened since then. They’ve also split out the document into far more manageable sub-documents themselves. One of the main things, for instance, is that the whole structure of, you know, WCAG2, it’s actually a suite of documents. The main guidelines document itself is only a handful of pages, I think it’s…yes, 19 pages I’ve printed out today. That is purely the core guidelines document, and that’s the only part if you will, that is actually normative, that’s the only one that is the actual guidelines. Then there was a lot of extra documents that really are just what’s called informative, so you can read through them, but you can’t actually refer to them in terms of, you know, just if somebody sort of says, your site isn’t accessible, you can’t point to an informative document and say, yeah, but I’m following that particular thing.

Paul: OK

Patrick: One of the documents will be the techniques document. You can’t actually point to that and say, well I’m following these, because the only thing that’s important are the actual guidelines, so they’ve really slimmed it down, broken it up into separate documents, you know, 19 pages printed out, it’s nothing, you can pick that up, you can read it through. It’s roughly the same size now of WCAG1 if you will. So they’ve simplified the language. There were loads more contentious kind of fundamental problems with WCAG2 as it was back in May 2006. I mean one of the main ones that really caught, you know, the eye of a lot of developers, was the concept of base lines where basically at the time they were saying, even though the concept itself is good, but it’s pretty much read like, as a website owner I can basically say, right, to work with my site, you need to have Flash and you need to have this and you need to have that, which was completely opposite to, you know the very austere WCAG1 which basically said, you can’t have anything. This seemed to open it up completely and allow for website owners to basically say, right, you know, we are going to do a whole Flash website if you will, and our baseline will be, you need to have Flash to use this site. But the concept was good at the time, but the wording pretty much came out like that, so these kinds of things, base lines, at its core, is actually still in the current document. They’ve basically re-worded it and turned it on its head, where before it was talking about website owners can say what technology they’re using, now it’s far more, if as a website owner or designer, I’m using a technology, I need to make sure that I know for a fact that it’s supported by accessibility…assistive technologies, for instance screen readers, so they kind of turned it on their head. The onus isn’t any more on the user to say…to have the latest technology, but on the developer to make sure that the technology they use needs to be accessibility supported. So loads of kind of fundamental changes like that have happened really, and no, definitely to go back to the original question, it has improved quite dramatically since May 2006. I mean I’ve now familiarised myself extensively with it. It’s good bedtime reading material!

Paul: You’re not convincing me of that one. Not unless I want to go to sleep I guess!

Patrick: I know. OK, I’ll be blunt, it’s better toilet reading. You kind of print it out and you put it there, instead of a novel you’ve got that there. But it is very good. I mean it’s now down to the level of…it almost reads like common sense. You kind of…you go through it and you just find yourself nodding and thinking, like, that’s not contentious. OK, there are still a few here and there where I might slightly disagree in a heated argument, but overall there’s nothing really there that makes me think, ooh no, that’s never going to be realised, so absolutely, it’s in very, very good shape I would say, and this Candidate Recommendation Stage looks like it’s going to be very successful really, and fingers crossed, I think; I’m not 100% sure now of the timeline that W3C are working by, but I wouldn’t be surprised if, say by the end of calendar year, we might see actually WCAG2 being released and getting out and becoming a proper recommendation.

Paul: Cool. So then what’s the big differences from WCAG1. I mean with WCAG1, you know, every kind of standards-based designer became very familiar with that. I was a great fan of that, you know, single sheet which listed everything by priorities and I would go through and I’d check myself off, and I kind of knew where I stood with WCAG1. With WCAG2, it’s much more of an unknown entity at the moment, so kind of give me the potted version. Where are the big changes?

Patrick: Right. No you’re quite right, it’s actually a lot more vague WCAG2, but it’s that way for a reason. Right, so WCAG1 really was very much, I mean it’s a product of its time, I mean it was 1999, the web was still quite in its infancy, and it is very much HTML focused, WCAG1, there’s no denying that. There’s a few mentions of things like CSS, but pretty much it’s all about how to use HTML to create content that at the time would be deemed accessible. I mean JavaScript was pretty much bad; I mean you could use it but you need to make sure there’s a fall-back. Non-W3C technologies were completely out basically, unless you provided a W3C alternative, so things like Flash and PDF etc, when they first started becoming more and more used, that directly clashed with WCAG1 at the time. Now WCAG2, as I mentioned before, it’s far more tech-agnostic. It tries to basically not t
alk about specific technologies. It doesn’t directly reference HTML or CSS or Flash or Flex or various other things in the actual core guidelines. Now the reason for that is WCAG1 as soon as it was released, the thought behind it was that it would be updated on a very regular basis, but from 1999 onwards, nothing has really happened, and because it was so heavily influenced by the technology of its day, it aged very, very badly. I mean nowadays, if I hear people saying, we’re building against WCAG1, I almost have to chuckle a bit, because it is pretty much just going back to, you know, we’re doing the web like it’s 1999, you’re not really allowed to do anything, and it’s completely opposite to what’s actually happening with the web. I’m not going…well I am going to say Web 2.0 to sound all trendy, but you know, all those things, Ajax, Flash, PDF etc, particularly say PDF, there is now…there are now easy ways, or relatively easy ways, to create reasonably accessible PDFs, I mean the technology itself has moved on, the format has moved on, screen readers are quite capable of dealing with well-structured PDFs that are created in a certain way. We’re not really talking about, you know, you need to test your pages with links because, you know, people might just use a text only browser. Things have moved on, but WCAG1 is pretty much kind of frozen in time of 1999. There have been a few kind of…people who’ve been working towards WCAG1 have started kind of re-interpreting it a bit for the modern days. I mean in my own practice in my…one of my other identities, in my day job as web editor for the University of Salford, I’ve never actually said, we’re going to make our pages WCAG1 compliant, but always said, you know, we’re going to take inspiration from WCAG1, filter it through our own knowledge of what the technology landscape actually is today, and try to do the best we can to actually serve the users and you know, how they currently use the web.

Paul: So….so are you, you know, you said that you’d never claimed in your day job, you know, to be WCAG1. Are you intending, you know, are you more confident in WCAG2 to be able to say that, that we’re going to be WCAG2 compliant, or is it not that kind of thing?

Patrick: I think …I think yes, WCAG2, it would be a lot easier to say we’re working towards WCAG2, because to kind of go back a bit and explain WCAG2’s kind of…the thinking behind WCAG2 and how it’s structured. WCAG2 as I said, doesn’t talk about HTML, CSS, it really just sets out very general principles, when then break down into guidelines, which then in turn break down into success criteria. Now again it probably sounds like there’s a whole new language to learn, but it is fairly straightforward, so if you think, web pages themselves need to be the four principles. They need to be perceivable, operable, understandable and robust. So those are the four kind of guiding principles, which you know, make sense. It was already implicit in WCAG1, but this kind of just spells it out. These are the kind of four things that we want to make sure. Now under each of those principles, say perceivable or whatever, there are guidelines which still provide…they don’t go into detail, but they provide some very, very basic overall goals, so what we want to achieve is X. They’re not testable, because they’re still very, very generic, they’re saying, we just want to make sure that people can, say, use a keyboard to do things. They don’t go into detail about what that means particularly. And then under that you’ve got the testable, what are called success criteria. Now these are very small kind of little atomic sentences if you will, that say, right, very specifically, if you’re providing this, then make sure that that happens. Now I’ll pull out an example, I’ve made some notes here, let me just go through…yeah, I’ll give you an example here. So in the big WCAG2 document, you’ve got principle number 2, operable. User interface components must be operable. So, you know, you can’t argue with that, fair enough. Underneath that, there’s loads of guidelines, I’ve pulled out one here, guideline 2.4, navigable, which states that you should provide ways to help users navigate, find content and determine where they are. Again, that’s a very, very broad goal that doesn’t say anything about you need to use a link, you need to put title in here, or you need to make sure you use access keys. None of that. It basically just very generically tells you that. Now under Guideline 2.4, there’s loads of smaller success criteria. Now I’m just going to pull out one of them. The first one, 2.4.1, which basically is called bypass blocks, and I’m just going to read it straight from the thing, ‘a mechanism is available to bypass blocks of content that are repeated on multiple web pages’

Paul: Yes

Patrick: Now again, this doesn’t say anything about HTML or whatever, but it is quite testable. You can actually pull up your web pages and say, right, are we following this? Is there a mechanism available to bypass blocks of text, blocks of content, sorry, that are repeated? So I don’t know if that gives a flavour of…

Paul: Yeah it does.

Patrick: …against WCAG1. Now you couldn’t write a validator to actually just run through this and check for that, that is one of the core differences I think with WCAG2 compared to WCAG2. I mean even WCAG1 we all agreed that you can’t just run it through Bobby and then, you know, if Bobby gives you the thumbs up, that’s good. You still have to do some manual checking. But there were a lot of things that because it was so HTML-centric, you could pretty much run it through something and it gave you a fairly good indication of whether you were achieving that particular check-point in WCAG1 or not. Now the way the success criteria are worded, yes you could say, OK, if we accept that, we want a skip link, and the skip link will fulfil that particular success criterion, we could write an automated tester that just looks for skip-links, the presence of skip-links, however you want to code that, but it’s not to say that that is the only way in which you can pass that success criterion. The actual guidelines don’t say exactly what you’re supposed to do. They pretty much focus on the end result and particularly what I’m interested in, they focus on the end result for the user for the most part, so it really puts the onus on the developer to understand, these are the user needs, and this is the kind of very generic thing that needs to happen. You can then, from that success criteria, jump over to the techniques document for instance, which actually goes into detail, if you’re using HTML, here’s some of the ways in which you could achieve this success criterion, and then you can test against those, but the techniques document is only informative, it’s not the be-all and end-all. You could follow whatever’s said in there, or you could actually come up with something that’s completely separate, is not mentioned anywhere in the techniques, but if the end result of an actual real user is still, OK, they can still bypass blocks of text that way, then that’s fine.

Paul: Which is great, because it kind of gives people the freedom to innovate and come up with original ways of solving accessibility problems.

Patrick: Absolutely, and it puts…it puts the focus straight back on doing something that is good for the user, rather than right, we’re just going to go and make sure that we tick that particular box because the guideline says we need to do X in HTML and, well, we’ve done it, so we’re cool. This kind of forces you to actually think about solutions. I mean you can… you can go into the techniques document, and what’s mentioned in the techniques document, is pretty much they’re tried and tested ways in which that situation has been solved, so you know, you can be I’ll say lazy, but you know, you can get guidance from that techniques document, but that’s the important thing to know, is it doesn’t mean that you have to necessarily use one of those techniques, and absolutely you’re right, this will stimulate a lot more creative kind of ways in which these success criteria can actually be met. And as I said, it then applies to any technology. You could say, right I’m going to provide that functionality in Flash if I’m doing Flash, or maybe I need to do that in PDF, or whatever, so it is a lot more open. Which obviously is a problem if you’re very set in the ways of I’m going to run it through a validator, and I’m going to get a clear yes or no answer, because you pretty much need either a lot of user testing to say, OK are the users actually able to do this particular thing that the success criterion says, or you get experts that kind of help you with that, and there it’s a lot more likely that you’re going to get 2 or 3 experts and they might not necessarily agree on what’s the best way to implement something, so that is kind of…not the problem I would say, but the slight shift in mentality that website designers and website owners will have to make, that it’s less easy to make a very kind of cut and dried, yes it’s accessible, not it’s not accessible. I mean it was problematic before, now it could be even more woolly, which you know, is a bad thing in a way, but also a good thing because it does force you really to focus on the actual core of the problem rather than trying an easy way out and just implementing some mark-up that a guideline suggests.

Paul: Yeah, I mean yeah, I can see how it potentially might create some legal problems further down the line, but it certainly gets people beyond that kind of arse-covering check-box mentality, which has good to be good. So it sounds like a lot of the time we’re kind of going to be working as web designers on the success criteria level where we’re going through and making sure we conform with these various success criteria. What about priorities? WCAG1 had Priority A, AA, AAA or whatever you want to call it; Priority 1, Priority 2, Priority 3. I mean, did, you know, is there anything like that any more or has that gone away completely?

Patrick: No, that’s actually still there. At one point there was a bit of a change in terms of how it’s going to be worded, whether you could achieve full compliance or not by following…having to do all the success criteria for a particular level or not, but no, they’re pretty much there in their old form if you will, so it’s still called Level A, AA and AAA. One of the things that WCAG2 has tried to do in its wording of these Levels is to say that it wants to remove the kind of idea of hierarchy that AA aren’t less important than A, and AAA aren’t less important than AA. They’ve written a lot of nice words around it to explain why it’s actually still worth doing AAAs when you’re not fulfilling all of AA etc, but I think they’ve actually muddied up the waters a bit because in effect, you can’t claim, say, AAA, if you haven’t claimed AA, so the hierarchy is actually still there, so probably this explanation was quite confused, but it actually reflects exactly how confused the WCAG2 document is about that. They’ve tried to kind of have their cake and eat it at the same time, I think, because they have to…necessarily have some hierarchy, but they’re really trying to stress that they’re all equally important, you know, but some are just more important than others. So…interesting.

Paul: Yes. So I mean what, you know, we’ve got potentially, you know, if you’re right, until about Christmas to sort out our act and to kind of really get thinking about WCAG2. What kind of steps would you recommend for people that are owning and running websites in order to kind of prepare for this?

Patrick: I would say that because WCAG2, as I say, is a whole suite of documents, you’ve got the actual guidelines which I mean now I can read them and they’re quite understandable to me, but I’m obviously very close to the subject at hand. I can kind of understand where they’re coming from. But as part of the suite of documents, there are kind of better documents possibly to start with, depending on what your current level is. There are ….there are simple things like Understanding WCAG2, which kind of takes a helicopter view of WCAG2 and gives a lot more context that explains why, you know, certain guidelines are important, how, you know, people will use them, how they will benefit from them etc. It goes more of a context. It’s obviously a lot weightier than the actual core guidelines, but that is…if you’re a bit rusty with, you know, I haven’t looked at WCAG2 at all, you’re a bit rusty with what WCAG1 even was about, beyond just being a document that you checked some boxes against, that’s certainly worth reading, just to really get a feel of understanding why….why are we changing things, why wasn’t WCAG1 good enough, so that really gives you a good kind of introduction to the subject. And I think that’s an important step towards actually implementing WCAG2 would be for people to buy in, as with anything, if you’re trying to push it through at an organisational level. People need to understand the rationale behind it. You can’t just dump this document on say your developer’s desk and say, right, these are the new rules, you know, white is black, black is white, this is what you need to do now. They need to buy in from actually understanding what the rationale behind it is, so the understanding document will really give them all the information they need. Some, you know, technically minded people might be tempted to jump straight to the techniques document, which is fine, but again with the caveat that I mentioned before that the techniques document is actually only informative, so whatever’s written in there is not the law. Some techniques that are currently in there might even be proven later on to be maybe not optimal in certain situations etc, so it’s not the law; it can help you initially get, if you’re really technically minded, you might read the success criteria and say, yeah, OK, that’s all nice language, but what does it actually mean, you know, if I’m doing HTML, what….what are you expecting me to do? The techniques document can help, it will give you actual examples. If you’re using HTML do this, if you’re using Flash do that, etc, so it brings it back down to something that as a techie, you might be more comfortable with, but again, understand
ing that that is not the law; those are not the guidelines, and that there might be even better or more creative ways around the problems, but it’ll get you into the right frame of mind I would say.

Paul: Cool

Patrick: There’s also documentation that just pretty much compares WCAG2 to WCAG1,

Paul: Ah, that’s good

Patrick: Yeah, if you’ve got a lot of experience with WCAG1, that will kind of help you roughly map, you know, what used to be WCAG1’s check-point about this, is now this far broader guideline that covers a lot more aspects, so it’ll help you kind of move towards the thinking behind WCAG2. And I think that is the main thing as a website owner or as a designer; it’s more of a shift in perception if you will, more of a shift of understanding of what accessibility is, more than, you know, the change of how is my mark-up now going to be affected by it. It’s really moving beyond that kind of very HTML specific, you must do exactly this, to a more, you need to understand how users actually use your website and how to creatively kindly of help them in that pursuit really.

Paul: Cool. I mean that sounds good; there’s lots of different ways you can kind of start the process of learning it

Patrick: Absolutely

Paul: …which is good. I mean I guess my last question, you’ve almost kind of answered, which is, you know, if you’re somebody from a WCAG1 background that is comfortable with WCAG1, the one thing that you’re thinking is, hang on a minute, I kind of knew this, I had my head around this, you know, I’ve suddenly got to change to this new system, you know, is it going to involve more work, is it going to be painful? The fact that you’ve talked about this document that does transition, you know, between WCAG1 and WCAG2 sounds helpful. Overall, do you think it’s going to put more pressure on designers or is…more going to be expected of them as they develop stuff?

Patrick: I think it’s going to be interesting for a variety of reasons. I wouldn’t say necessarily there’s going to be more work involved. If you’ve been working similar to the way I’ve been working, that you take WCAG1, you take what you want from it, and you filter it through your knowledge of, yeah, that screen-readers can actually work well with PDFs, so I’m ignoring the non-W3C technologies I’ve banned that used to be in WCAG1, so if you’ve actually been doing accessibility based on WCAG1 in the real world rather than simply just following it as a set of check-points that you just tick the boxes, I wouldn’t say it’s going to be more work. Certainly if on the other hand, if you have been somebody who hasn’t been too understanding or involved with WCAG, you pretty much had it as a function in your, say, Dream…copy of Dreamweaver or whatever, I’ll just quickly run it through this validator, I’ll run it through Bobby, although Bobby’s now gone, thank God, various things like that, you know, if you really just saw it as a check-box exercise, yes there will be…it will be more of….I don’t want to say paradigm shift…well there you go, I just said it….absolutely, no cliché will be left unturned in this particular episode…you really need to start understanding it more. But if you’ve actually been doing what I would term in a quite elitist way, real web accessibility over the last few years, there’s no major, major big surprises there, and there’s…I wouldn’t say there’s a lot more work involved. Now it would be interesting, I think, one of the aspects will be if you’ve been working in an organisation and you’ve been trying to appease management say, and one of the things that management might have erroneously picked up is, we need to make sure our pages are Bobby-compliant, for instance, is that will be a difficult, I would say, or challenging, should we say, situation because you will have, already at the time you might have been crying, saying, well, the validator can’t check everything, you still need to do manual checks, but at the end of the day, some managers, all they wanted was to see the thumbs up and the smiling policeman with the helmet on their website. This time around it will be a lot more difficult, and yes, as I mentioned before, there will be automated tools that will help you in determining whether you’re doing certain things right according to WCAG2, but because, as I said, the techniques…there is no definitive list of techniques that are OK, and there are no definitive lists of techniques that aren’t OK, it’s practically impossible to write an automated checker that will be able to check against everything, so tools…automated tools will really just be relegated to certain interpretations of WCAG2. I know that there’s a few organisations in the States that are currently working on, you know, validators. I think the….name escapes me now, but the Fraunhofer Institute in Germany, they’re currently working on their own version of a WCAG2 accessibility tester for instance, and I had an interesting discussion with representatives from Fraunhofer the other week when I was in Germany at a conference, and they’d pretty much agreed that their tool will only check against, basically, their favourite techniques if you will, from the techniques document. Now who’s to say, as we said before, that those are the best techniques? They’re ours. You might come up with a really creative way that no tool has been primed to kind of sniff out in your mark-up or in your Flash or PDF or whatever, so you’ll always get a very, very subjective, based on what the developer’s written into their tool, very subjective assessment of your website, so bring it back to the point, it will be extremely difficult I think for a manager to be able to say, right, I just want to make sure that we pass that particular test, unless you then go and dig out exactly what that tool is looking for, and you end up back in the situation that we used to be in, where you’re trying to write it to get a good grade from a tool, rather than actually thinking about what is best for, you know, users with disabilities or users in general, so that, I think that will be the more challenging part, as I said, the paradigm shift, getting managers who might not have understood it up to now, to really kind of confront the fact that automated tools aren’t the be-all and end-all, and that yes, everything is a lot more subjective now, so really I would say the only solution to that is really start thinking more exclusively about proper user testing, getting actual end-users in there. You could give them the success criteria from WCAG2 and basically say, can you confirm that this is something that you can do on our website, so it becomes a lot less about automation and a lot more about actual end users.

Paul: Cool. I mean it all sounds really exciting, you know, a bit apprehensive, you know, a whole new thing to learn and all the rest of it, but I think the whole freedom of approach side of things, that you can approach problems in different ways and sold things in different
ways, is very refreshing and it all sounds really exciting. Patrick, thank you so much for coming on the show, that’s been really enlightening, and I look forward…

Patrick: a delight

Paul: Yes, and I look forward to getting you on again, maybe to get into some specifics once WCAG2 is up and running. Good to talk to you.

Patrick: Yes, super duper. Okey-doke.

Thanks to Alison “Anna’s Mum” Debenham for transcribing this interview.

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Listeners feedback:

What are the key features of a CMS

Hi Paul. Hi Marcus. What in your opinion are the important and fundamental features of a CMS, not such as the ability to create pages, but the add-on features that make a CMS better than other CMS’s around it. Thank you very much for answering my question.

Interestingly Drew Mclellan was talking about content management systems at this years @Media. He had an excellent list of things to look for in a CMS. Some of his recommendations were…

  • Friendly URLs
  • Data Feeds(RSS)
  • Customisable and accessible administration interface
  • Well implemented search
  • Multi-site support
  • Multi-language support
  • Caching
  • Support for user generated content

Interestingly some of the features he looks for (such as friendly urls) are not always required. He wants to see them there because it indicates best practice from the developers who built the system, not because he actually needs them.

He also spoke in his presentation about the importance of not buying a CMS based on a wish list of functionality you might need one day. This will lead to unnecessary expense. It is also the problem with ‘off the shelf content management systems’. You end up buying functionality you don’t require and introducing additional complexity into the user interface. Perhaps that is the reason why both edgeofmyseat.com (Drew’s company) and Headscape have chosen to build their own CMS codebase, which can be customised to clients needs.

If you are looking for more information on the selection of a content management system be sure to check out episode 24 where we dedicate the entire show to the topic.

Is certification worth it?

Chris asks: I’ve been working in web design for the last 5 years and am really looking to get into the more user experience side of things. I was wondering if you or our listeners knew of any qualifications or certifications that might be a good idea. Are they even worth the good idea in the first place or are they not worth the paper they were written on?

As somebody who regularly recruits user experience designers I have to say that qualifications and certifications mean little. Sure, I like an employee to have a degree simply because it demonstrates a certain level of academic achievement. However, I don’t think that web specific qualifications count for a huge amount.

What I consider important is example work, that shows your skills in user interface design. I want to see sites you have produced and for you to explain to me the underlying thought process that went into them.

Given a choice between work experience with a high profile web agency or becoming a student again, I would recommend the former every time.

111. Utopia

On show 111: Designer and developer work together in utopian harmony. Two great listener reviews and Aral Balkan announces the biggest online web design conference ever.

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News and events | Designers and developers in perfect harmony | Aral on Singularity | Listener emails

News and events

Fixing your product pages

I want to kick off this week’s news with an article on Think Vitamin which I missed when it originally come out back in November. It is a post by Amy Hoy providing some basic advice on user experience design, focusing in particular on product pages.

Amy starts by giving some basic tips. These include…

  • Be nice to your users and customers (and potential customers).
  • Design as if your main goal is to inform and educate.
  • Be honest and forthcoming.
  • Help your users and customers to do what they want, not what you want them to do.
  • Be consistent with your message and quality of service (and I’m including software design here, folks).
  • Scientific, measurable “usability” doesn’t necessarily make for a good experience.
  • Good design makes people feel good.

She then moves on to look at specific examples. She compares the product download pages of Opera and Firefox. This is a fascinating insight into what can go wrong with user experience design.

What I particularly like about this article is Amy’s engaging writing style. She is incredibly personable and her writing really drew me in. It is a long time since I have read a post word for word.

Being inspired by newspaper design

I often talk on boagworld about looking beyond the web for inspiration. Too often as designers we look at other websites, when we should be looking to art, architecture and the world around us for inspiration.

Admittedly this can be somewhat of a stretch at times. It’s not always easy to see how a piece of art or kids toy can inspire a website. Many of us don’t even try as a result.

How about starting with an easier comparison? This week I came across a superb post that looks at award winning newspaper design and it really excited me about the possibilities when I finally get around to redesigning boagworld.

I think we have a lot of learn from newspaper designers and in many ways there are a lot of similarities. Both web design and newspaper design rely heavily on white space and grid layout. Both have to deal with large amounts of written content. Both have to copy with constantly changing content. The list goes on.

Take a few moments to read this post, even if you just look at the designs. It will definitely inspire you.

Using browser history to improve the user experience

My final news story of the day is an interesting idea centred around a users browser history. Niall Kennedy has proposed a technique where you could use CSS and Javascript to display content based on what sites a person has previously visited.

Although I am not sure I like the idea of websites snooping through my browser history, it does provide some ways of improving the user experience. If nothing else it can remove some of the clutter from our websites.

Let me give you an example of how it could be used. A website could check your browser history to see if you regularly used digg.com. If you did then it could post a “digg it” button. If not it could be hidden away. The same principle could be used to show only a RSS subscribe button for the specific news reader you use, rather than showing them all. The possibilities are endless.

Whether you can see an application for this or not, it is still a very impressive and clever idea. Definitely worth investigating further.

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Feature: Designer and developer in perfect harmony

In this week’s feature Marcus is looking at the working relationships between web design teams. He brings together a few Headscape employees to discuss how to ensure a good working relationship between all parties.

These are the roles that we look at and who represents them in Headscape:

  • Requirements analysis, information architecture development (consultancy) – Marcus
  • Design, templates – Leigh Howells and Paul
  • Technical development – Rob Borley
  • Project management – Charlie Allen

These are the issues we covered…

  • What are the things that really make a project work well for you?
  • From the other perspective, what are your pet hates?
  • Designer and developers – should clients be able to talk to you directly?
  • Most projects have a habit of their scope creeping. How can that best be avoided?
  • At Headscape we use a number of different tools to manage projects. How do these tools work?
  • Particularly with designers and developers, we have set up ‘buddy’ systems. How does this work? Is it effective?
  • Some projects stall or go on hold for a while. Are you able to just pick up where you left off?

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Expert interview: Aral Balkan on Singularity

Paul: So, joining me today is Aral Balkan. Hello Aral.

Aral: Hi, Paul. How are you?

Paul: Not too bad. It’s been a while since we’ve had you on the show.

Aral: It has been a while. I’ve missed it.

Paul: Uhm, so yeah, basically, I’ve been keeping a secret from Marcus. Which is I stoically refused to tell him what Singularity is all about.

Aral (laughing): Was he curious?

Paul: He was.

Marcus: It’s something to do with Star Trek, isn’t it?

Aral: Well I am a big fan, but no.

Paul: So why don’t you tell him what Singularity is all about.

Aral: Well, Singularity is going to be the world’s first large scale online web converence.

Marcus: Okay.

Aral: In a nutshell, that’s what it is.

Paul: So, I mean how does this work from a technology point of view, from an organizational point of view. Tell us a little bit about how it’s going to be organized.

Aral: Uh, sure! Well, basically it’s a web conference, so in terms of topics, it’s very eclectic. We’ve got a really cool group of speakers who have confirmed already, about 24 of them, from all parts of the web really. We have web standards people. We have JavaScript developers. We have artists who work on the web and they’re going to be presenting their sessions online. It’s going to be streamed through a custom interface built in Flash, based on the Flash platform, using technologies like Adobe Connect which used to be called “Breeze”. It allows the real time streaming of audio, video, and also sharing of interactions or objects through the web. Beyond that, we’re also going to have a very local character to it with local hubs where people will be able to gather and watch the audience and interact.

Paul: Oh, ok, so it…

Aral: I mean, watch the conference and interact.

Paul: Right, so people will actually get together as well, because that was one of my questions. One of the best thing about conferences is meeting up with people.

Aral: Definitely! The bit that I don’t like is the travelling. It’s being stuck in coach next to someone who’s, you know, not feeling too well or is kind slumping onto your seat or having the hotel from Hell experience that I’m currently having over here. (Paul laughs)

Aral: Don’t even get me started on that. There was techno music until 2 AM from the bar downstairs.

Paul: Nice!

Aral: Well, it was refreshing in the morning, though, because the shower went from boiling from freezing back to boiling and kept doing that. So, yeah, I think this is going to hopefully take the best parts of what attending a conference means, and maybe leave some of the bits that aren’t as great.

Paul: Are you going to leave it for local groups to set up local meetings or is that something that you can organize centrally?

Aral: I want to see it as decentralized as possible. I am talking to a few venue sponsors, potential venue sponsors. We’re talking with Yahoo at the moment. The BBC, I’m talking with Ian there. There are very interested and very excited about it. But, beyond that, I want it to have a grass-roots character. So, we’re already getting people volunteering for regional areas. I’ve called them Ambassadors. We have an ambassador from Bristol and there are people from Singapore, Mexico, all over, that are very interested in volunteering. So, we’re probably going to have regional volunteers and ambassadors who organize local groups, user groups, to have meetings around Singularity, where attendees can go and join and hopefully take it further, you know, add a local character to it.

Paul: OK, let’s cover some of the basics. How many speakers are you looking at, first of all. Let’s start with that.

Aral: Okay. We’re going to have a little over 100 hundred speakers.

Paul: Wow!

Aral: So, yeah, it is actually a large web conference.

Paul: Yeah.

Aral: And the that its online.

Paul: So when… how long is this going to be over? You know, if you’re going to have 100 speakers…

Aral: It’s three days.

Paul: It’s going to be over three days…

Aral: And it’s multiple track.

Paul: Multiple track, okay. That’s what I was going to ask.

Aral: And I think one of the things, just cut you off there, with uh… it is multiple track, but everything is recorded.

Paul: Oh, Okay.

Aral: So, its presented live and we’ve got some really great ideas for making those presentations a little bit more interactive than you can get in the real world. But, it will also be recorded. So, if you do miss something on the day, you’ll be able to watch it later.

Paul: Cool! How are you going to deal with things like time differences? Are you going to have it going 24 hours? Or, how are you dealing with that?

Aral: Well, initially, I was thinking about having it 24 hours. Just because it sounded really cool.

(All Laugh)

Aral: You know? “Three days! Twenty four hours!! One hundred plus speakers!!!” But then I thought about it. Especially the local meet ups. I want those meet ups to have a BarCamp-like character to them, you know? Where people can stay over. And I didn’t want the conference, the somewhat one-way part of it taking up part of the day.

Paul: Right…

Aral: So, I think it would be nice to have the presentations during the day and then after that, leave time for people at local gatherings to create their own sessions to talk about what they’ve been listening to, to add to it, to localize it for themselves in a matter of speaking.

Paul: Sure.

Aral: You know, to have, to do things to tell you the truth, I have no idea what they’ll come up with, which is great.

Paul: So, when is this scheduled for? What are the dates that people should book for it?

Aral: Well, we finally have dates. We’ve been going back and forth internally before we announced, but it’s the end of October. October 24th through the 26th.

Paul: Okay, that sounds good. And do you know a price yet, or are you still working on that?

Aral: Well, the pricing we’re still working on, but I think we’re going to be very positively surprised by the pricing. We’re actually working to get it even lower than we initially thought we wanted it. And we’re working closely with certain sponsors and we’ll definitely be announcing more about the sponsorship that we have as they become official, but some of our sponsors are interested in keeping the ticket price low as well and supporting us.

Paul: So, how many people are you expecting to attend this conference? Have you got any idea of what you’re aiming for?

Aral: Well, my conservative estimate right now is 10,000.

Paul: WOW!

Aral: And that’s based partly on past experience. We did 2 one-day open source flash conferences using similar technologies, for which we got about a thousand attendees at each one. Those were much smaller. One day, three or four speakers. My conservative estimate is that this will be about ten times the size of that.

Paul: That’s amazing. I mean that will be really cool to, you know, if that comes off. Are you trying to get a range of different speakers? Are you covering any particular areas of web design or are you going as eclectic as you can?

Aral: Well, the tagline that I was going with initially was that Singularity would define web 08. And I’m kind of trying to get people away from using version numbers when talking about the web. We’re getting away from using version numbers when talking about software because you know the moment you slap one on its outdated. So, I think maybe using the year would be easier because you’d at least know that you’re talking about a definite stat of time. So, my initial idea is that it would define Web ’08, and as such, I’m trying to get as eclectic a mix of speakers as possible. And also, I see that there is a lot of overlap with which to send applications for example. There’s a lot of overlap over what people using AJAX are doing and then traditionally web standards people are getting interested in applications as well. So, I want to have a real mix. I also don’t want people on the Flash platform to be excluded, as they sometimes are. But, this is definitely not… that’s not the focus of the conference.

Paul: So, where can people find out more about this? I mean obviously, some people are going to want to be signing up. Obviously, you can’t do that yet, until the price has been set. So, is there any kind of way (

Aral: Of course.) they can express their interested or find out more information or whatever?

Aral: They definitely can. The site is “singlularity08.com”. You can also get to it from “singularityconference.com”. And, basically, we have a blog there and you can express your interest. You can email me directly as well. My email address is “[email protected]”. Or just email my private address at “[email protected]”. Yes, so definitely, if you want to be kept in touch when we do release information, but there is also an RSS feed that you can subscribe to on the site.

Paul: Cool! Well thank you very much for coming on the show.

Aral: Thank you for having me, Paul. And of course you’re speaking.

Paul: Well, yes, of course. That goes without saying (Paul laughs).

Aral: Are you excited? Have you decided what you are speaking about?

Paul: I have not a clue yet, no. (Aral laughs)

Aral: Have I just put you on the spot?

Paul: Yes, totally. Thank you very much. (Aral laughs) And its going to be a weird one. It’s going to be a different way of speaking and so you kind of need to tailor what you’re doing to approach. It will be interesting.

Aral: Exactly. And we’re going have dry runs and we’re going to try out the interface as well.

Paul: Cool.

Aral: And maybe tweak it for different types of presentations. We just have so much potential with what we can do.

Paul: Mmmm. Yeah.

Aral: Because, we can actually control the medium. So, it’s really exciting.

Paul: Excellent! Excellent stuff! Really looking forward to it and we’ll get you back on the show closer to the time to see if we can drum up a bit more support for it. Excellent stuff. Thank you for your time.

Aral: Sounds great, Paul. Thank you so much.

Paul: Alright then.

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Listeners email:

An alternative wireframing tool

A few weeks back I talked on the show about wireframing tools. Not long afterwards I received an enthusiastic email from Wen talking about a product called OverSite. He was so passionate about the product that I thought we should get him on the show to talk about it. This is what he had to say…

I’ve been catching up on my episodes of BoagWorld, and I just recently listened to your discussion about wireframing. As a UI designer, I completely understand the importance of mocking up a UI, and testing the mockup, before ever launching Photoshop.or Dreamweaver. So I thought I’d provide a review of a wireframing tool that I use, called OverSite. I haven’t seen many other tools out there like it, so I figured you and your listeners might find it useful.

OverSite is a shareware application that runs on Windows as well as Mac OS X; I use the Mac version myself, but am able to exchange OverSite files back and forth with my PC-using colleagues. OverSite lets you create a full or partial representation of your site structure: all of the sections and pages that make up your site. You can do this in one of two ways. The first way is fairly predictable; you add one section or page at a time by clicking a button, entering a name in a popup dialog, and clicking OK. The second way is fairly clever. You open a window that OverSite calls the Rapid Structure Creator. There, you type out your entire site structure in one text area, putting line breaks between sections and pages, and using indentation to indicate nested levels. Then you just click OK and viola! OverSite generates a tree depicting your entire site structure.

At this point, you can dive into your wireframing. Each page contains its own wireframe canvas. You can place the usual widgets on the canvas: buttons, textfields, checkboxes, images, etc. You can also place basic geometric shapes like circles, rectangles, lines and stars on the canvas. Each component can be individually styled; you can also create global styles that apply to all components, or to components of a specific type. OverSite also lets you create what it calls composites, which are complex elements that are made up of individual widgets.

Let’s say that you have a search form that will appear on a few different pages. You can create a composite representing this form. The composite might contain a few labels and text fields, maybe a checkbox or two, and a couple of buttons. If you want, you can tell OverSite to automatically draw a border around the form elements. Once you’ve created that form composite, you can drop it into your wireframes where ever you want it.

OverSite does lack built-in, complex widget types, such as tables. You can create them out of the widgets that OverSite does provide, but it would be nice for OverSite to create them for you.

While each page has its own wireframe canvas, so does each section. The purpose of a section’s wireframe is to create elements that will appear on all of the pages within that section. For those who have used server-side-includes, it’s kind of like that. As an example, say you had a navigation bar that should go on the top of every page in your Products And Services section. You would create that navigation bar once, in the Products And Services wireframe canvas. Then the nav bar will appear in every page within that section. In addition, OverSite provides tools to modify that nav bar in specific pages, for example, to change the color of a specific link in the nav bar when you’re actually on the page that that link refers to.

Static wireframes are fine, but I prefer being able to test the interaction between screens before I actually build the site out. OverSite lets you link any widget or composite to another page. If you don’t want to do the work yourself, you can also tell OverSite to auto-generate a simple navigation bar. Then, you can use OverSite’s built-in web browser to test out your site’s navigation.

Another useful thing I’ve found is OverSite’s notes. The notes functionality lets you provide details about specific widgets. That way, when you print or export your wireframes, you can include more information to whomever you’re handing them off to.

As an added bonus, OverSite will also create a graphical sitemap based on your website structure. You can tweak the appearance of the sitemap… the operative word being “tweak”. Fonts, colors, spacing, and icon sizes are under your control, but not much more. Here’s where I think the application could do better to allow you to fully customize the sitemap. Still, it’s created automatically for you without your having to lift a finger, so that’s something. Plus, the sitemap can be exported into a number of formats: GIF, JPEG, PNG, PDF, Scalable Vector Graphics, and others.

Once you’ve finished your wireframes and want someone else to be able to play around with them, you can export them as web pages for non-OverSite-using people to click-through. You have two options here: export your stuff as pure HTML, or export them as imagemaps. The trade-off between the two is fairly obvious: pure HTML will provide you web pages that looks more “real world”, but won’t look exactly like your wireframes do, and they’ll look different in different browsers. Imagemaps ensure that you know exactly what your pages will look like, but it’s typically not going to look like a real web site.

As a UI designer, OverSite’s become a pretty indispensable tool in my software arsenol. You can get it at the developer’s website.

A vertical rhythm calculator

In the same show we also had Jason Beaird talking about vertical rhythm (among other things) and this promoted an email from James. He wrote…

Hi I’ve been listening to your podcast for about six months now and really enjoy the mixed style of content and witty banter.

With all the talk of CSS vertical rhythm and em based layouts I thought I would point you in the direction of a vertical rhythm calculator that I built in Flex to help people work out all of those nice em values. My own site has been developed using the same principles with all typography and measurements set in em’s for an elastic layout. I am developing an AIR version that has an integrated browser so that you get visual feedback of your calculations, I remember one of the John’s comment on how useful such a tool would be on the fabulous Rissington podcast.

I have checked it out myself and have to say it is very impressive. What is more he has now created that desktop version. Check it out.