Design

Tampilan Menu Bertingkat dengan JQuery jQSimpleMenu

Membuat Menu Bertingkat dengan JQuery jQSimpleMenu

17

Sekitar dua tahun yang lalu, saya pernah membuat tutorial membuat menu bertingkat menggunakan Dreamweaver, waktu itu masih versi 8. Waktu itu teknologi JQuery belum begitu dikenal dan belum sekaya saat ini. Seperti kita ketahui, JQuery merupakan salah satu framework(library) Javascript yang menekankan bagaimana interaksi antara Javascript dan HTML dapat dilakukan dengan mudah. Nah, saat ini untuk membuat menu bertingkat atau sering disebut tree menu, hierarchical menu atau multi level dropdown menu, sangatlah mudah. Cukup dengan menuliskan satu atau dua baris perintah jquery, menu sudah jadi.

Penasaran? Ingin tau caranya? Ikuti terus tutorial ini.

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Are You Ready For A Web Design Challenge?





 



 


This is not a normal Smashing Magazine post. I’m not going to teach you something new or inspire you with examples of great work. Instead, I want to encourage you to complete a Web design challenge. I believe this will help to address a weakness that exists in many of our design processes.

If you complete this challenge, it will make it easier for clients to sign off on your designs, and it will improve the quality of your work.

So, what are we waiting for? Let’s get started.

The Challenge

If you’re like me, you did some form of higher education in art and design and will know about “the crit.” These meetings involve the class coming together with tutors to analyze and provide constructive criticism on each other’s work.

These were terrifying meetings in which I justified my design approach and defended it against criticism. Although I hated every minute of them, I believe they nurtured one of the most useful skills I have as a Web designer.

The ability to logically justify our designs is a skill many of us lack. This is the heart of the challenge I wish to lay down.

My challenges is this:

Write a blog post justifying the design approach you took to one of your websites. Then, encourage other Web designers to provide feedback and ask questions.

Admittedly, this might sound like a lot of effort, so let me explain why it is worth your while.

Why This Challenge Is Worth Undertaking

As I said in a previous article, being a great designer is not enough. You can produce outstanding work and be the envy of your peers, and yet struggle to convince clients of your approach. The reason is that clients do not understand design the way your colleagues do. Therefore, you need to be able to articulate what makes your design right.

Our ability to justify our choices is crucial to our relationship with clients. Without it, clients will lack confidence in our abilities or, worse, feel excluded from the process. A lack of confidence leads to micro-management, and exclusion leads to frustration and resentment. Therefore, explaining our approach is vital.

However, it isn’t just about the client. It’s also about your personal development. If you don’t have a clear idea of what works, then improving will be difficult. Design critiques are as much about improving the quality of your work as justifying it to others.

Unfortunately, this requires that we overcome two barriers.

First, many of us don’t fully understand why we have designed a website a certain way. We design at a subconscious level, based on years of experience. When you have been driving for a while, you cease to think about the process of driving. Likewise, design decisions are often handled at a deeper level than the conscious mind.

Secondly, many designers haven’t had to justify their approach in the past. Either they haven’t gone through the rigorous critiques that I experienced in university or they don’t have the experience required to articulate their decisions.

It is for these reasons that this challenge is so valuable. By writing a blog post about a particular design and encouraging feedback, you move your decisions from the subconscious to the conscious level and gain valuable experience in articulating them.

Of course, knowing where to start such a challenge can be a challenge in itself.

Where To Start

If you are not used to thinking about design at a conscious level, then you might struggle to begin. While there is no right way to do this, I can share the approach that I use.

When discussing my design with others, I tend to look at the various components that make up the product. These usually are:

  • Grid,
  • Layout,
  • Color,
  • Typography,
  • Imagery,
  • Styling.

Ask yourself, why did you approach each of these elements the way that you did? Let’s consider each in turn.

Grid

Why did you use that particular grid structure on the website you are reviewing? Can you articulate your reasons for using a 12-column grid instead of a 16-column one? What about the margins and padding? If a client complained that there was too much white space between columns, would you have a response?

Another common issue is when you purposely break out of a grid. Was the choice intentional, with good reasoning, or just an impulsive decision? What would you say if the client asked about it?

The choice of grid might be based on the content or on the constraints of the style guide. It could have to do with making the website work on mobile devices or with allowing flexibility for future changes. Whatever the reason, you need to be able to clearly articulate them to yourself and the client.

960 Grid System
Are we selecting a particular grid because it is right for the website or just because we have fallen into the habit? We need to be able to justify our approach to our clients and ourselves.

Layout

Layout and grid might sound the same, but they’re not. By layout, I am referring to white space and the placement of elements on the page. These are often points of conflict between the designer and client, so being able to explain your approach is important. For example, how would you justify all of the white space that Google has chosen to use on its home page?

Why did you leave so much white space on the page? Was it to draw the user’s eye to a particular element, or perhaps to improve readability?

What about the positioning of elements? Why is the search box in the top-right corner? Is it because this is the convention and people look for it there, or perhaps because you wanted to associate it with other elements that are in proximity?

Color

Color is probably the most controversial of subjects, and so we need to understand our motivation. I tend to approach color selection in one of four ways:

  1. Corporate branding guidelines
    The palette has been defined by the guidelines, and I work within these constraints.
  2. Theory
    I use a tool such as Kuler, which produces a palette based on established theory.
  3. Emotional response
    The extensive research done on people’s responses to colors informs my palette.
  4. Main image
    If the website has a dominant image that has already been approved by the client, I use it as the basis for the color palette. There are great tools for extracting color palettes from images.

Adobe Kuler
Adobe Kuler is just one of many tools that help you apply color theory to your palette selection.

By explaining your choices in these objective terms, you prevent color from becoming a matter of personal preference and thus avoid conflict.

Typography

Something as seemingly simple as typography consists of many different decisions. These decisions extend far beyond the selection of typeface and encompass line height, size, weight, kerning and much more.

Fontdeck.com
With services like Fontdeck making so many fonts available to us, the need to understand and justify our choices is more important than ever.

You need to be able to speak confidently about your choices if you are to demonstrate your expertise and convey that what you do is a lot more complex than it might appear. Taking the time to explain the complexity behind your typographic decisions might sound boring, but it will impress. It will also force you to put more consideration into your choices.

Imagery

To many clients, imagery is merely about subject matter. But we know it is about much more. We select imagery based on the mood it sets, the colors it contains and even things such as the eye line of the person in the photograph.

We need to be able to articulate these decisions so that others recognize that you cannot easily substitute one image for another without significantly affecting the design.

Do you know why you selected one image over the thousands of others in your library? What made that image special? Can you explain this to yourself and the client? Was it really more than a “That’ll do” decision?

Styling

For me, styling refers to screen elements that are not directly content-related: buttons, links, call-out boxes and the plethora of other elements that need to be decided on.

How you style these elements can dramatically shape the feel of the website. From the chrome buttons on Apple’s website to the sketched buttons of Moredays, styling can make a huge difference.

A comparison between the navigation on Apple and Moredays
Styling dramatically shapes the feel of your website. But can you justify why one approach is better than another?

Can you explain why your styling creates the right feel? Have you shown the client alternative approaches? Did the client sign off on moodboards, which set the style? If so, refer back to them when justifying your design.

Reference Material

In fact, whenever justifying a design, always refer to the material that has already been agreed upon. For example, if the client has signed off on moodboards, we should use these to justify our choice of typography (“I used the same typeface that we agreed on in the moodboarding stage”). We can also refer to the target audience, business objectives, branding guidelines and even previous comments by the client.

Reference material can be taken from farther afield, too. For example, when justifying your decision to ignore the fold, you can refer to research done by ClickTale. Citing research and experts is a great way to justify an approach.

But remember, being able to explain your design is only half of the objective in this challenge. The other half is about improving the quality of your work.

Improving Our Work

Getting into the habit of justifying your decisions will inevitably improve the quality of your designs. Instead of leaving it to the subconscious, the act of considering imagery, layout, typography and so on becomes a part of your conscious decision-making process.

The act of discussing your process refines it and makes you more efficient as a designer. For example, in carrying out the challenge, you will probably struggle to justify some of your design elements, elements that in hindsight would have been better left out or presented differently. This will inform your next website, and over time you will find that your designs become more refined, simpler and more effective.

So, What Are You Waiting For?

Smashing Magazine has a quite large readership and a remarkable community. We have an amazing opportunity to start talking about our work and providing each other with constructive criticism. Write a blog post on one of your designs, justifying your approach. Then link to it in the comments below. Encourage other people to provide feedback on your design, and take their criticism to heart. Finally, don’t forget to make comments and ask questions of other people who have posted their own work.

My hope is that this post will not only help us speak confidently about our designs and improve the quality of our work, but encourage a dialogue about the design process. We are good at showing off our products but bad at explaining how we came up with them. As a community, we could benefit from more discussion about the process itself, rather than endless inspiration galleries.

(al) (il)


© Paul Boag for Smashing Magazine, 2011.

Useful Resources, Tools and Services for Web Designers

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 in Useful Resources, Tools and Services for Web Designers  in Useful Resources, Tools and Services for Web Designers  in Useful Resources, Tools and Services for Web Designers

Productivity is a crucial asset of professional Web designers and developers. We regularly look for new resources, tools and services to make the search of these ever-growing techniques easier. Once we have a reasonable number of useful resources, we prepare them in a handy overview for your convenience. In this post we present some of the useful resources and tools for designers and Web developers.

Please don’t hesitate to comment to this post and let us know how exactly you use these tools in your workflow. Please do avoid link dropping and share your insights and your experience instead. A big thank you to all designers and developers out there for releasing and producing useful, valuable resources for all of us to use. We sincerely appreciate it.

Useful Resources and Websites

Method & Craft
Describing itself as “the DVD extras of design,” this site offers a behind-the-scenes look at different designs, including how they were achieved, the techniques used and how the designers have grown in their professional careers.

Useful-resources-219 in Useful Resources, Tools and Services for Web Designers

DesignersMX
This site is dedicated to finding out which tunes keep designers around the globe rolling and get their creative juices flowing. Just sign up, log in and share your own compilation of fresh beats and bright tunes.

Useful-resources-223 in Useful Resources, Tools and Services for Web Designers

Little Big Details
This site features tiny details that help improve the user experience of websites and mobile apps. You can also share your favorite little things on the website. The collection is very useful — with more design examples submitted regularly.

Useful-resources-231 in Useful Resources, Tools and Services for Web Designers

Shady Characters
This blog, owned by Keith Houston, aims to shed light on the history of both well-known and outlandish marks of punctuation. It’s an interesting study in the stories behind the punctuation we use every day.

Useful-resources-224 in Useful Resources, Tools and Services for Web Designers

An Illustrated Guide
This project reviews some of the notable picture books. Guide’s authors, Catherine and Matthew Buchanan, have collected many of them from the last decade. The books are categorized according to cover art styles and reading level.

Useful-resources-226 in Useful Resources, Tools and Services for Web Designers

CV PARADE
This website celebrates the art of the résumé — a great collection of different and unique CVs that might be useful for you if you are about to polish your own CV.

Useful-resources-172 in Useful Resources, Tools and Services for Web Designers

Comic Sans Criminal
The next time you see someone using Comic Sans inappropriately, consider sharing with them a link to this site which lays out the reasons why Comic Sans is misused and offers some helpful alternatives.

Useful-resources-201 in Useful Resources, Tools and Services for Web Designers

Where Do You Want To Work Today?
A simple way for freelancers, contractors and other nomadic workers to check out some great places where they can work in a different environment for a change.

Useful-resources-175 in Useful Resources, Tools and Services for Web Designers

Node Cloud
NodeCloud is a resource directory gathering sites related to Node.js and ordering them by their Alexa traffic, allowing to evaluate relative popularity of a project.

Node in Useful Resources, Tools and Services for Web Designers

WeekendHacker
This site provides a mailing list you can issue a cry for help for one of those tiny projects that cross your path — whether you’re a designer, developer, or both.

Useful-resources-192 in Useful Resources, Tools and Services for Web Designers

The Phraseology Project
Here you can submit a letter, word or phrase which is then turned into a beautiful design by the website’s founder, Drew Melton, or his colleagues.

Useful-resources-194 in Useful Resources, Tools and Services for Web Designers

Designers & Books
This projects presents short reviews of books that esteemed members of the design community identify as personally important, meaningful, and formative. Designers introduce one or more books that have influenced their ideas and values. You’ll also find members who have created must-read lists for different disciplines in design.

Books2 in Useful Resources, Tools and Services for Web Designers

Quotevadis
Quotevadis is a Tumblog that offers quotes from creative and intelligent individuals from both past and present. An excellent replacement for the dusty old “about:blank” page in your browser.

Useful-resources-213 in Useful Resources, Tools and Services for Web Designers

Let’s Swap
In case you’ve had a particular artistic piece hanging around for a while, you could try swapping it with other artists for prints, books, zines, original artwork, tshirts, sculptures, or any other objects.

Useful-resources-1151 in Useful Resources, Tools and Services for Web Designers

ideeeas
This project collects brainwaves from people who have brilliant, fancy ideas on any topic. There are posts with popular or useful social ideas that could make the world just a little better.

Useful-resources-217 in Useful Resources, Tools and Services for Web Designers

A Working Library
A great book cover definitely makes for a graceful entrance, but the thought of it disappears as you start reading the book. This website aims to explore the ways we read — without being overtly conscious of the cover design.

Useful-resources-218 in Useful Resources, Tools and Services for Web Designers

The Godfounder
A blog which showcases details that make Web apps successful, in particuliar little details that show designer’s attention to users’ needs.

Useful-resources-1121 in Useful Resources, Tools and Services for Web Designers

FPO: For Print Only
A blog dedicated to both visual stimulus and detailing of the development and production of printed matter such as annual reports, books, business cards, stationery suites, collateral materials, posters, packaging and anything else where ink meets substrate.

Useful-res-143 in Useful Resources, Tools and Services for Web Designers

What Software and Hardware Do Professionals Use?
A useful resource for people who love to keep discovering new tools. Browse these nerdy interviews and guaranteed, you will come across some new wonders, especially because every interviewee explains why they have chosen a particular tool.

Useful-resources-1051 in Useful Resources, Tools and Services for Web Designers

Browser Details for Tech Support
When in doubt, send your customers to the website Support Details. Their data will be automatically read out of the browser and sent directly to you via email or will be saved. The free service uses Flash but can also complete its task without it.

Supportdetails in Useful Resources, Tools and Services for Web Designers

The UX Bookmark
A resource for HCI and human factors professionals, usability engineers, interaction designers as well as information architects. You can submit a link if you feel that it would benefit the UX Design Community.

Useful-resources-1131 in Useful Resources, Tools and Services for Web Designers

Web Font Hosting Services Reviewed
A good overview of web font hosting services you can always look up when in doubt:

Useful-res-138 in Useful Resources, Tools and Services for Web Designers

Android Patterns
Design patterns, which are basically reusable solutions for recurring problems, can be found in many design niches. Recently, they’ve also turned up in user interface designs for Android apps. Android Patterns publishes a comprehensive set of interaction patterns that can help you design Android apps.

Useful-resources-220 in Useful Resources, Tools and Services for Web Designers

Useful Tools, Libraries, Plugins

Rapid Prototyping with flickrBomb
flickrBomb is a jQuery plugin that helps you quickly fill your prototypes with relevant content, and not just dull gray placeholder images when making a website.

Useful-resources-1011 in Useful Resources, Tools and Services for Web Designers

Unix Terminal/Console/Curses Tools
A nice list of 28 tools for the UNIX Terminal and Console. Some are little-known, some are just too useful to miss, some are pure obscure. You can use your operating system’s package manager to install most of them.

Useful-tools-106 in Useful Resources, Tools and Services for Web Designers

.htaccess tester
A very simple tool that lets you test your .htaccess rewrite rules. Simply fill in the URL that you’re applying the rules to, place the contents of your .htaccess on the larger input area and analyze if the rules are doing what they are supposed to do.

Htaccess in Useful Resources, Tools and Services for Web Designers

CSS Lint
CSS Lint is a useful tool to help you detect problems with your CSS code. It does basic syntax checking as well as applying a set of rules to the code that look for problematic patterns or signs of inefficiency. The rules are all pluggable, so you can easily write your own or omit ones you don’t want.

Csslint in Useful Resources, Tools and Services for Web Designers

Log.io
Here is a way how to perform real-time log monitoring in your browser. Harvesters watch log files for changes, send new log messages to the server, which broadcasts to Web clients. You can then create stream and history screens to view and search log messages.

Useful-tools-131 in Useful Resources, Tools and Services for Web Designers

Popuload for Adobe Photoshop
Rather than idly waiting for each processing task in Adobe Photoshop to finish, you can spend that time browsing the latest news feeds. Popuload has been programmed to detect when any Photoshop loading bar appears; it then appends to that loading bar window throughout the duration of the processing time.

Useful-resources-1061 in Useful Resources, Tools and Services for Web Designers

Asciiflow: ASCII Flow Diagram Tool
A simple Web based ASCII flow diagram drawing tool which allows you to draw boxes, lines, arrows and type and then export it straight to text or HTML.

Useful-resources-1081 in Useful Resources, Tools and Services for Web Designers

Microjs: Micro-Frameworks and Micro-Libraries
Microjs helps you discover the most compact-but-powerful microframeworks, and makes it easy for you to pick one that’ll work for you.

Useful-resources-1111 in Useful Resources, Tools and Services for Web Designers

Showoff
Demonstrating your ongoing projects could be a huge pain. In general, your best option is to upload the files to a server somewhere. You could prepare a video or send over a huge package of files or just .zip it somewhere on project collaboration website. But what if you just want to quickly show someone a project you’re working on without sending over the large files? This tool aims to solve this problem. If you’re looking for an alternative, you might want to consider LocalTunnel.

Useful-resources-198 in Useful Resources, Tools and Services for Web Designers

Meld
A visual diff and merge tool that lets you compare two or three files and edit them in place (diffs update dynamically). You can also compare two or three folders and launch file comparisons.

Useful-resources-103 in Useful Resources, Tools and Services for Web Designers

Convert Unix Time
A Unix timestamp (or epoch time) is the number of seconds that have elapsed since January 1, 1970 00:00 UTC. The mission of this site is to convert your timestamp into a human readable format and vice versa. You also might want to check out Epoch Converter.

Useful-tools-132 in Useful Resources, Tools and Services for Web Designers

Drush
This Drupal tool lets you install, download and uninstall modules and much more without even opening a Web browser.

Useful-resources-128 in Useful Resources, Tools and Services for Web Designers

Bones
A WordPress development theme that was created after years of editing and reusing the same template to develop custom sites. A nice, well organized boilerplate for developers of WordPress themes or designers using WordPress in their projects.

Useful-tools-153 in Useful Resources, Tools and Services for Web Designers

Fructose
Fructose is a subset of Ruby that’s designed to be compiled into PHP 5.x. The generated code should run on any PHP version above 5.0. Most major Ruby features are supported, including operator overloading and blocks. Eventually, most of the Ruby standard library will be available to Fructose programs via libfructose.

Useful-resources-155 in Useful Resources, Tools and Services for Web Designers

loads.in
By simply entering the URL here, you can test how fast a webpage loads in a real browser from over 50 locations worldwide.

Useful-tools-115 in Useful Resources, Tools and Services for Web Designers

WriteMaps
WriteMaps is a Web application that allows you to create, edit, and share your sitemaps online.

Useful-resources-1171 in Useful Resources, Tools and Services for Web Designers

Wirify
Wirify is a bookmarklet that lets you turn any Web page into a wireframe with a single click. The bookmarklet also helps you get rid of all distractions by blocking out copy, images and ads, letting you take a closer look at the website’s building blocks.

Useful-resources-216 in Useful Resources, Tools and Services for Web Designers

Lorempixum
Hand-selecting and inserting placeholder images in a layout can be a hassle. This tool takes care of that task by providing you with placeholder images for every possible usage, whether for Web design or print layout. Using it is simple: visit the website, pick the URL, define dimensions and category, and insert it in the layout. You can use the “Placeholder Generator,” which lets you specify the size, category and color settings of the placeholder image.

Useful-resources-200 in Useful Resources, Tools and Services for Web Designers

f.lux
This tool makes your display adapt to the lighting of the room you are in, all the time. During sunset, your screen mimics room light, and in the morning the tint resembles sunrise and its natural light. Configuring f.lux is easy: simply tell the control panel what kind of lighting your office has and where you live. The rest is taken care of automatically. The free tool is available for Windows, Mac and Linux.

Useful-resources-204 in Useful Resources, Tools and Services for Web Designers

Solarized
Solarized is a free custom palette of sixteen colors (including four background tones, four “content tones” and eight accent tones). The content and accent tones are visible on both the light and dark backgrounds and are based on established color theory principles.

Useful-resources-205 in Useful Resources, Tools and Services for Web Designers

Useful Services

PayPal Fee Calculator
A PayPal ‘percentage fee’ is determined by which country you are registered in and how much you receive every month via PayPal. The PayPal ‘fixed fee’ is determined by which currency the payment is sent in. This calculator helps you keep an overview of fees as well as currency conversions.

Useful-resources-125 in Useful Resources, Tools and Services for Web Designers

courteous.ly
A helpful way of letting people know your real time email load and when sending mails works best for you.

Useful-res-126 in Useful Resources, Tools and Services for Web Designers

ifttt (if this, then that)
This tool allows you to create simple “if then” actions based on common activities, and lets ifttt automate them. By triggering an email when the weather forecast predicts rain, this can help remind you to take your umbrella with you. The service is currently in private beta, but you can request an invite.

Useful-resources-196 in Useful Resources, Tools and Services for Web Designers

Unsubscribe.com
A fast way of unsubscribing from any mailing list by simply clicking on the emails you no longer wish to receive.

Useful-tools-105 in Useful Resources, Tools and Services for Web Designers

minutes.io: Take Notes Quickly and Easily
minutes.io lets you take notes in your browser even when you’re offline and waits until you’re online again so you can send and share with others right away.

Useful-res-125 in Useful Resources, Tools and Services for Web Designers

Doodle: Easy Scheduling
A great way to mutually agree when to meet by simply creating a poll, inviting participants and cofirming the date and time. Free of charge and without registration.

Useful-res-127 in Useful Resources, Tools and Services for Web Designers

Focus Booster
A simple and elegant application designed to help you eliminate the anxiety of time and enhance your focus and concentration.

Useful-tools-103 in Useful Resources, Tools and Services for Web Designers

Typography Insight iPad App
Typography Insight is an iPad application that introduces new methods for learning and teaching typefaces. The project stemmed from my love for typography and evolving mobile platforms

Useful-res-129 in Useful Resources, Tools and Services for Web Designers

FontDeals
This service is like Groupon, but for fonts. Various font deals from various type foundries are offered at lower prices.

Useful-resources-1141 in Useful Resources, Tools and Services for Web Designers

Last Click

Weave Silk
Is your desktop, motivation or even design work in need of something fresh, swirly and remarkable? Just weave some Silk! Yuri Vishnevsky created this experimental, magical interactive gimmick. You can spend minutes playing around with this little technique, based upon HTML5 Canvas: no Flash in use.

Useful-resources-232 in Useful Resources, Tools and Services for Web Designers

Keyboard Shortcut Skins for Macs
For all of you out there who are shortcut lovers, here are some amazing custom-fitted color-coded keyboard skins that will help you fly through Photoshop, Aperture, Final Cut Pro, and many more.

Keyboard in Useful Resources, Tools and Services for Web Designers

Ro.me: Three Dreams of Black
“3 Dreams of Black” is an interactive film by Chris Milk and some friends at Google that showcases the creative potential of WebGL. WebGL is a context of the HTML5 canvas element that enables hardware-accelerated 3D graphics in the web browser without a plug-in. This is why we &heart; the Web.

Useful-resources-1351 in Useful Resources, Tools and Services for Web Designers

(vf) (il)


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Print Loves Web

A recent power cut highlighted the fragile and dated way I access content on the Web. I sit in front of a computer which has a number of hardware elements like a keyboard, mouse and monitor — all connected to a black box which houses a number of other smaller more complicated bits of hardware. To access content on the Web, I rely on all of these layers working, not to mention the parts outside of my control-like cabling and remote servers. As soon as one of these layers goes down (the electricity in my case) I’m left with nothing. A mobile device allowed for some surfing but eventually my batteries died and I was back to darkness. There was nothing for it but to pick up a book to try and satisfy my visual hunger. With all other distractions (the kinds that need juice from the wall) lying lifeless around my flat, I was able to really enjoy a book I’d been meaning to look at for some time. With many image filled pages the large hardback book (Supply and Demand by Shepard Fairey) was a real joy. Controlling the speed at which I let the pages flick with my thumb, the smell of the ink and paper and the subtle cracking noise of the spine as I opened the book wider, it was the best user experience I’d had in a very long time. Smashing-book-smp2 in Print Loves Web

Reflecting On The Web

I started to think about not just the delicate nature of accessing Web content, but also what it feels like to look at and navigate websites and use applications via a computer. It’s clumsy to have to press keys to say what I want to say, then have to stop pressing the keys to hold onto a small bit of plastic which moves a tiny pointer on my screen, which I then have to click on stuff that makes other stuff happen. It also made me question my own trade of designing these sites that we expect people to use and enjoy. All the effort that I put into styling buttons, spacing letters, creating harmony in colour and then building it to work in browsers I’m convinced don’t actually exist. A whole heap of work for a lousy user experience of clicking, typing, scrolling, then clicking again, then typing. A modern Web user is spending less time sitting at a desk in front of a screen and is constantly connected. Web-loves-print-icon-smp1 in Print Loves Web

When Two Trades Go To War

In our industry, print design and digital/Web design are two very different trades. Print designers (or graphic designers if you want to get all old school) are seen to be folk that don’t have a place in a trendy digital agency with their mumbo jumbo talk of spot colours, bleed and ligatures, and Web designers are seen as a bunch of jack the lads that know nothing about typography and how to use colour, they simply talk of validation, hover states and hex values. This might be true in some cases but the real story is that these two trades better get together over a beer and make friends. The future of online content depends on it. I don’t own an iPad or Kindle but I’ve used both and I do have an iPhone which I use a lot. If you take a step back from the technology of these types of device and just think about the function for a moment, it’s clear that they have been designed to be held and touched (haven’t we all) in much the same way as a book. Many apps that are available on the iPad and iPhone right now are based on physical objects that need to be touched to work like a piano or guitar. So what does this have to do with print and Web becoming best buddies? Print-vs-web-thinking-smp1 in Print Loves Web

Web, Meet My Friend Print

I have a background in print and I’ve been lucky enough to work with some brilliant graphic designers who have taught me about paper types, printing techniques and good typography. These are skills the graphic designers have developed over a much longer period of time than the Web has existed. Good graphic designers are able to communicate a message visually in more than just two dimensions. Being aware of scale, environment, textures and light are all skills that are fundamental to graphic design. Graphic designers were user testing their creative even before Tim Berners-Lee had even come up with the catchy mouthful WorldWideWeb. I’ve been involved in focus groups where participants have been asked questions about not just the message and content of printed direct mail campaign but also on the quality and finish of the paper. Imagine creating a super team of forward thinking product designers, Web designers and print designers to re-think the way we deliver content online and digitally. Collaborative working with experts in these fields focusing on new ways to deliver and present a print style magazines in a digital format is an exciting prospect. Thinking beyond the faux page turn styles we’ve all seen in various book readers over recent years but moving more towards a device that can re-create fidelity of a printed page and content that can dynamically populate itself with location aware content and personalised messages. Print-loves-web-thinking-smp1 in Print Loves Web Future generations of the iPad could find a way of re-creating the sensations I experienced when I flicked through that book during the power cut. Tactile feedback and textures could be standard features and the way colours behave in certain lighting could be much more realistic. Devices will have a whole new approach to power consumption, too. Speech recognition is a dead donkey, and only ever used by sales reps who are happy to listen to sound of there own voice while weaving around on the M25. The ability for the device to connect to the users mind to cut out all the mundane key pressing and link clicking would be a wonderful feature — thinking and doing at the same time.

The Future Of Content Delivery

One thing most of us humans have in common is the ability to touch, talk, see and think so we should be designing for everyone. Hardware builders need to consider all environments on earth and think about things like battery life, connectivity and sustainability, too. I’d like to see the large hardware manufacturers that are celebrating massive financial profits exploring ways of making their devices usable by every human in every environment. The information available on the Web should and can be available to everyone on earth. With a new breed of mobile device that delivers this content in a whole new way will ensure that each and everyone, young and old will understand and enjoy accessing this content. We need to think physical and we need to think touch but we also need to review the way we behave online right now and decide what goes and what stays. It’s up to us, the designers (both Web and print), to be pushing and nipping the heels of the hardware manufacturers to encourage these new ideas. Apple’s App Store is good at this; it’s still not perfect but the Web as a whole will allow these ideas and thoughts to trickle out and be picked at and improved.

Asking The Pros

I asked our industry experts in both print and Web what they thought about a future where print and Web designers join forces to create new form of Web content. Can it work? Should the age old rules of print be used in the next generation of Web content? What Web design rules can we safely leave behind and what new rules should we adopt?

Brendan Dawes

Brendan-dawes in Print Loves Web Brendan Dawes is Creative Director for magneticNorth, a digital design company based in Manchester, UK. Over the years, he’s helped realize projects for a wide range of brands including Sony Records, Diesel, BBC, Fox Kids, Channel 4, Disney, Benetton, Kellogg’s, The Tate and Coca-Cola. Brendan was listed among the top 20 Web designers in the world by .net magazine and was featured in the “Design Icon” series in Computer Arts.

“I think in many ways we are still tethered to romantic notions of how things were in the past; whether that’s adding filters to digital photographs to make them look like Polaroids, or typing notes into apps that are made to look like their paper counterparts. There seems to be something warm and more human when you add these analog layers on digital things; layers derived from the things from our past and how things used to be. But for me I think it’s short-sighted to let the past bully potential new thinking in this way. Personally I hate digital page-turn effects — why are we trying to shackle digital interfaces to old paradigms? You turned a page because that was how a book was/is constructed, but there are no pages as such in the digital domain.

If we’re talking about making a deeper connection from a user experience point of view then trying to emulate the past is not the way we should be going — we should be exploring entirely new techniques that are born from the exciting possibilities of the new rather than the old ways of the familiar. But there is comfort in the familiar; familiar is easier, whilst new is harder and often scarier. Yes, I love holding a beautifully printed book in my hands, the feel of the ink on the printed page and all that, but I equally love holding a beautifully crafted, often magical app in my hands, too. Surely, it’s more exciting to create new things rather than Xerox the past? I know which one I’m more excited about.”

Steven Heller

Steven-heller in Print Loves Web Steven Heller wears many hats (in addition to the New York Yankees). For 33 years he was an art director at the New York Times, originally on the OpEd Page and for almost 30 of those years with the New York Times Book Review. Currently, he is co-chair of the MFA Designer as Author Department, Special Consultant to the President of SVA for New Programs, and writes the Visuals column for the New York Times Book Review.

“Whenever I hear print and Web mentioned in the same sentence, it is usually a downer. Print is dead. Web is alive and weller. Well, I think the marriage of the two may not last into the 22nd century, but for this century, there should be happy bedfellows. Can’t wait to see the offspring. ”

David Airey

David-airey in Print Loves Web Graphic designer and design author, David has been featured in Creative Review, HOW Magazine, Digital Arts, LogoLounge, and more. He also has been mentioned on the New York Times website, and was interviewed live on BBC Radio. David’s graphic design blogs Logo Design Love, davidairey.com and brand identity showcase Identity Designed attract more than one million monthly pageviews.

“A future where print and Web designers join forces happened some time ago. Today’s designer considers every aspect of a project’s deliverables. S/he might not take full responsibility over each touchpoint, but there should at least be some level of knowledge acquired about the project’s bigger picture — the main goal.

Compare it to a jigsaw puzzle that was pieced together by five different people. Each person focused on one specific area, but at the same time, before they began, all five knew what the completed puzzle was going to look like. This insight helped them to streamline the process, placing the pieces they were responsible for in the correct area within the overall frame. They saved time and effort, just as designers of today who specialize are at an advantage when they stand back and view a project from every angle.”

Conclusion

It seems there is no place for the traditional print designer, but then again, nor is there a place for the traditional Web designer who ignores our print design history. The modern designer is much more than a Web, print, digital or visual designer. Perhaps the modern designer is one that embraces all forms of design to create content that ‘knows’ where it is and ‘lives’ and behaves in a way that brings us as humans much closer to it. What do you think? Feel free to share your thoughts with us in the comment section below!

Further Reading

  • Mike Matas: A Next-Generation Digital Book (Video) Software developer, Mike Matas, demos the first full-length interactive book for the iPad with clever, swipeable video and graphics and some very cool data visualizations to play with. The book is called “Our Choice” — Al Gore’s sequel to “An Inconvenient Truth.”
  • Flexible Phone Made From Electronic Paper A prototype flexible smartphone which has been created by Canadian researchers with the help of electronic paper.
  • Microsoft Surface 2 CES (Video) A demonstration of Microsoft’s second generation of Surface.
(il)
© Mark Cossey for Smashing Magazine, 2011. | Permalink | Post a comment | Smashing Shop | Smashing Network | About Us Post tags: ,

Optimizing Emotional Engagement In Web Design Through Metrics

Think about what keeps you coming back to your favorite store, your favorite person or even your favorite website. It’s not just a mindless buy-go, hug-go or click-go relationship. It is a complicated, emotional connection. It is what makes relationships with people and brands intoxicating. User engagement must have an equally complex emotional connection. It must affect the user in mind, body and spirit. Anything less is a 1990s brochure website. You can create strong storytelling strategies based on user personalities and segmentation. However, it seems almost impossible to measure those efforts, let alone know how to optimize them, without access to a neuroscience laboratory. In fact, emotional engagement can be optimized, and quite effectively, using something already at your disposal: performance metrics.

Emotional-Behavioral Response Relationship

Let’s start with the basics: an emotion is a psychophysiological response in your body to a stimulus. It’s an internal process that in turn triggers an external behavioral response. Behavioral responses help you decipher the emotional responses of others. Things like facial expressions and body language give you clues to whether the chef wielding the knife is angry and going to attack you or happy and going to make you dinner. Stimuluschart in Optimizing Emotional Engagement In Web Design Through Metrics For example: Stimuluschartexample in Optimizing Emotional Engagement In Web Design Through Metrics But you don’t have to be face to face in order to read a person’s behavioral clues. In digital environments, users’ behavioral interactions with the platform can give you insight into their emotional states. Instead of reading facial cues to analyze how your UX efforts affect users, you can measure their responses via metric data. Metric data is a user’s behavioral response quantified. With a little reverse engineering, you can identify strong emotional triggers, optimize weak elements and create stronger user experience strategies, using psychology as your secret weapon.

By The Numbers: Behavioral Response

Behavioral psychologists have classified emotions in numerous different theories. A large majority of these theories agree that emotions manifest in various intensities and can even combine with others to build new emotional states. One example of such a theory is Robert Plutchik’s emotion wheel. SGreenier EmotionWheel in Optimizing Emotional Engagement In Web Design Through Metrics Plutchik’s emotion wheel. When it comes to user experience, emotional engagement builds on itself as the user continues to interact not only with your platform, but with all aspects of your brand online, including SEM, press coverage and social networks. Emotional engagement with a digital product can be divided into four categories based on how much information and engagement the user has with your website: awareness, attraction, investment and adoption.

Awareness

Ads-Google in Optimizing Emotional Engagement In Web Design Through Metrics User experience doesn’t start when they hit your landing page or start your app, but prior to it. Visitors have to make their way to your website in the first place. They’re navigating through websites full of frustration-inducing elements, trust-busting perils and anticipation-inducing amusements. The focus at this point is on building trust, anticipation and whatever other emotional responses you’ll target in your copy, imagery and overall storytelling.
  • Track awareness-level engagement using metrics like page views, page hits, video views, impressions and click-through rates.
  • Identify emotional image and copy triggers during the development phase by A/B testing on micro-sites, as well as using ad content and email campaigns.
  • Create dynamic content that spotlights your SEM, SEO and advertising goals, giving users exactly what they want as soon as they hit your page.
  • Leverage strong referral sources and advertising platforms to build trust and credibility. The coffee vendors featured in the screenshot above use Google, and the companies featured to the right of this column you’re reading use Smashing Magazine to reach customers. By aligning their messages with these brands, they are able to build more trust in the user than an ad on a less relevant platform (like Craigslist) might have.
  • Use emotionally rich imagery in your advertising messages, and carry that messaging through to the website itself. “Fresh-roasted coffee” begins to paint an emotional picture for the user of that perfectly roasted cup of steaming delight first thing in the morning. If your click-through rate is low, then your ad may not be compelling enough.
  • Develop intuitive and relevant architecture to decrease frustration and increase trust. First impressions count. If the bounce rate is high or the time on site is low, then the story you are telling in the awareness phase might not be carrying though to the user’s interaction on the platform.

Attraction

Site-Mailchimp2 in Optimizing Emotional Engagement In Web Design Through Metrics Attraction-level engagement keeps users interested in your platform. Cohesion of the UX elements and usability is the name of the game. Building emotional engagement at this level is critical because behavioral engagement consists mainly of superficial interaction such as navigation and content absorption.
  • Track attraction-level engagement by looking at bounce rates, session lengths, pages per visit, abandonment rates, email opening rates and click-through rates.
  • Stay up to date on current trends in usability to create systems that are user-centric.
  • Identify high-focus areas in your user interface through eye-tracking, heat maps and software that records mouse movement. Optimize your framework, and place emotion-building content in strategic areas.
  • Continue building and reinforcing motivational and emotional triggers through engaging imagery, emotionally charged words for headings and main copy, and persuasive triggers. @Mailchimp publicizes a lot of “free”, “big” offers and uses bright imagery to boost joy and anticipation levels. Negative emotions, like sadness, can also build strong emotional engagement in users. Examples are the powerful images of animal cruelty often seen in PETA and ASPCA campaigns.
  • Highlight brand relationships, security measures, press and endorsements. Aligning your product with other respected brands builds trust. The list of brands that Mailchimp uses to show its press features builds an impressive amount of credibility. This is immediately followed by the call to subscribe by email. Putting the call to action after the trust-building credentials is more effective than the other way around.
  • Develop proper system-generated feedback and error handling. This could include loading notices and 404 pages with content referrals, which reduce abandonment due to user frustration.

Investment

Mormon in Optimizing Emotional Engagement In Web Design Through Metrics Investment-level engagement involves a commitment from the user. It moves beyond a simple navigational interaction; the user is no longer behaving based on curiosity and anticipation alone. The user is interested in what you are offering, they trust your credibility, and they anticipate further interaction; thus, they act appropriately. They are now engaged enough to invest time, or do something risky like download a file or submit credit card information, or assume an identity (real or fictitious), stepping out of the role of anonymous Web surfer.
  • Track investment-level engagement by tracking your social network followers, RSS feed or podcast subscribers, email newsletter subscriptions, file downloads, e-commerce conversion rates, purchase line items (both items and amount), community sign-ups, and warm leads.
  • Leverage your existing community to motivate others to action. @Mormon.org leverages its community to build trust, and its strong messaging of love and belonging and its interesting interface build joy in users.
  • Minimize frustration by requiring the fewest steps possible to achieve the objective. For example, allow users to order without logging in. The more information you require (such as Social Security or credit card numbers), the more trust you will have to build.
  • Reiterate trust, security and credibility elements during the check-out or registration process.
  • Monitor your online reputation.

Adoption

Chipotle in Optimizing Emotional Engagement In Web Design Through Metrics Adoption entails users accepting the website structure as a common platform for interaction or knowledge on a subject. Emotional engagement is extremely high, and interaction is consistent. If investment-level engagement gets users involved, then adoption-level engagement makes them your cheerleaders.
  • Adoption-level engagement can be seen in return customers, unique versus returning visitor ratios, geo-location check-ins, and participation in “karma” systems (badges, etc.), to name a few.
  • Use strong social interfaces to spotlight followers, supporters and die-hard addicts.
  • Put community-building messaging in your copy. “Colbert Nation,” “Psychos,” “Gleeks” and “Chipotle for Life” are elements that brands use to add excitement and enthusiasm to their products and reinforce the emotional engagement of their communities.
  • Make it easy for users to integrate the product into their daily lives, as Foursquare, Facebook and Twitter do via apps and open APIs.
  • Invite fans to help shape your future, and make it easy for them to share information, spread your brand and recruit their network.
  • Let users play. It’s just a burrito wrapped in foil, but @Chipotle builds an addictive community element into its website by combining joy, trust and anticipation with quick, simple interactive elements.

Summary

So, what keeps people coming back? Or more to the point, what keeps them from coming back? Using metric data, we are able to trace behavioral and emotional responses to identify the weak spots in our storytelling strategies. By identifying and optimizing these areas, we’re able to make our products better, faster, stronger. These are just some of the ways to quantify emotional engagement strategies. How do you measure your engagement successes? Share in the comments below.

Resources

Looking for more information? (al)
© Shell Greenier for Smashing Magazine, 2011. | Permalink | Post a comment | Smashing Shop | Smashing Network | About Us Post tags:

Optimizing Error Pages: Creating Opportunities Out Of Mistakes

In this article, we’ll review a few techniques that will help Web designers and UI professionals improve their error pages in order to engage visitors and improve the experience. As C.S. Lewis said, “Failures are finger posts on the road to achievement.” Website designers should take this to heart. We’ll focus on error and maintenance pages, from both a tracking and usability perspective. You’ll find examples on how to use analytics and defensive design in order to optimize the user experience on those pages. First, let’s go over error pages and how to optimize them. We’ll try to answer the following questions:
  • Does your 404 page succeed in engaging visitors, who are already frustrated from not finding what they came for?
  • How do you decrease the number of people who arrive on your 404 page?
  • How do you monitor 404 page traffic efficiently?
After, we’ll discuss techniques for improving conversion rates, even when the website is under maintenance. Here are some of the questions we’ll consider:
  • How to time maintenance periods wisely?
  • How to increase visitor engagement using a maintenance page?

Optimizing 404 Pages

The topic of improving error messages was thoroughly covered in Defensive Design for the Web, a book written by the 37signals team. They go over 40 guidelines to “prevent errors and rescue customers if a breakdown does occur.” In guideline 16 (page 93), they advise us to customize our “Page not found” error pages, and they offer interesting insight into how to create error pages:
Instead of merely saying a page is not found, your site needs to explain why a page can’t be located and offer suggestions for getting to the right screen. Your site should lend a hand, not kick people when they are down. Smart things to include on your 404 page:
  1. Your company’s name and logo;
  2. An explanation of why the visitor is seeing this page;
  3. A list of common mistakes that may explain the problem;
  4. Links back to the home page and/or other pages that might be relevant;
  5. A search engine that customers can use to find the right information;
  6. An email link so that visitors can report problems, missing pages and so on.
A while ago, I came across the great examples shared on Smashing Magazine (part 1 and part 2) and was inspired to create my own 404 page. But because understanding and analyzing online behavior is so important, I asked myself, Is what I’ve come up really good? How can I make it better? Below we’ll go over a few techniques to both monitor and optimize 404 pages. If you do not have a customized 404 page, please refer to this simple explanation of how to set one up.

Monitoring 404 Page Traffic

How often do you check the traffic to your 404 page? Most of the companies I have worked with never did, even once. Yet it is hard to overemphasize the importance of consistently monitoring it. For example, if a prominent blog links to your website but the link is broken, this will make for a very poor experience for users (who will not find what they expect) and for search engines (which will not crawl the right content). Below are a few tips on tracking those pages seamlessly using Google Analytics. (The screenshots were taken from the new Google Analytics version, which is still in beta, so your mileage may vary.) Create an alert on Google Analytics. As seen in the screenshot below, you can set Google Analytics to alert you each time 404 traffic reaches a certain number of visits a day. This way, you have to do the work only once, but you’ll be alerted every time there is a problem. Google-Analytics-Alerts2 in Optimizing Error Pages: Creating Opportunities Out Of Mistakes This is where you create a custom alert to track 404 page views. Track your 404 page as a goal. Setting the 404 page as a goal on Google Analytics will yield important (and otherwise unattainable) information. For example, you’ll be able to see the three steps that visitors took to get to this page. In addition, setting this goal makes it easier to find traffic sources with broken links. Google-Analytics-Goal1 in Optimizing Error Pages: Creating Opportunities Out Of Mistakes Create a goal to track 404 page views in your reports. Add the 404 content report to your dashboard. Every report in Google Analytics can be added to the dashboard. By adding the 404 page, you will be able to constantly monitor visitor trends on the page. Google-Analytics-Dashboard1 in Optimizing Error Pages: Creating Opportunities Out Of Mistakes Add a 404 goal to your dashboard. Check your navigation summary report. This will help you understand what visitors do upon leaving this page, which is important for knowing how to optimize it. Google-Analytics-Navigation-Summary3 in Optimizing Error Pages: Creating Opportunities Out Of Mistakes The navigation summary for a 404 page on Google Analytics. Track internal searches from this page. If your 404 page does not have a search box, seriously consider adding one. From searches performed on this page, you will be able to understand what people were expecting to find, and you will get an idea of what links to add to the page. Below are the metrics you will be able to track with this feature:
  1. Total unique searches The number of times people started a search from the 404 page. Duplicate searches from a single visit are excluded.
  2. Search result page views after searches The average number of times visitors viewed a search results page after performing a search.
  3. % search exits The percentage of searches that resulted in an immediate exit from your website.
  4. % search refinements The percentage of searches that resulted in a new search using a different term.
  5. Time after search The average amount of time visitors spend on your website after performing a search.
  6. Search depth The average number of pages that visitors viewed after performing a search.

Decrease Your Errors (Fixing Broken Links)

Monitoring 404 pages is important, but that alone won’t do you any good unless you act on it. Taking action means doing all you can do to decrease the number of people who reach the 404 page and improving the experience of users who do reach it (see the next section). Below are a few tips on finding and fixing both internal and external broken links. Check the navigation summary report. This will show you the route that visitors took on your website to get to the 404 page (and thus tell you which pages contain broken internal links). You will see the percentage of visitors who arrived on this page from internal sources as well as from external sources; and the internal sources will be listed in this report (see the navigation summary screenshot above). Check the sources of traffic that lead to the 404 page. This will clearly show which websites have broken links to your website. With the list, you should either contact the sources or create 301 redirects to the correct pages. Google-Analytics-Landing-Pages1 in Optimizing Error Pages: Creating Opportunities Out Of Mistakes Traffic sources that lead visitors to a 404 page.

Usability Tips to Improve 404 Engagement

Basically, usability practices for error pages are not much different from general usability practices. Below are a few tips to help you increase the conversion rate of your 404 page. For our purpose, conversion is essentially the click-through rate (CTR), because our main objective is for visitors to find what they’re looking for.
  1. Be simple and focused. Appealing images and an original design are important, but a clear focus is critical. Users are already disoriented from landing somewhere they were not expecting, so make their lives easier by presenting a clear action to take.
  2. Know your visitors. Many 404 pages use humor, including geek humor. Keep in mind that you are not your visitor, and jokes can be misunderstood, so use humor wisely.
  3. Let the visitor decide. As I said in “Web Analytics Process”: “Customers should tell us what to do, not consultants, friends or feelings; data and online surveys are the place to look for customers’ needs.” The best way to understand what works for visitors is to present a few page versions and let the best one win. (See the review of advanced A/B testing techniques by Paras Chopra.)

Optimizing Maintenance Pages

Not long ago, I worked on a website that had weekly downtime for maintenance, about one to two hours a week. The owners chose the day with the least traffic for maintenance, but I believe they did not completely understand how this affected the website and, more importantly, how they could have optimized the user experience and taken advantage of the downtime. In a post on Smashing Magazine, Cameron Chapman provides a good checklist for designing effective maintenance pages:
  1. Keep the maintenance page simple and useful.
  2. Realize it’s an inconvenience to visitors.
  3. Don’t be afraid to use humor.
  4. Give the page the same look and feel as the rest of your website.
  5. Let visitors know when the website will be back up.
  6. Recommend content.
  7. Invite visitors to return when the website is online again.
  8. Inform visitors about the progress of the maintenance.
Two other rules are especially important to satisfy and engage visitors…

Time Maintenance Periods Wisely

Common practice for timing maintenance is to choose the time of day or day of week that has the lowest traffic. But this overlooks an important point: websites should be optimized for performance, not for traffic. By choosing the maintenance time based on visitor count, you could be optimizing for traffic and not for dollars. A better way to decide would be to run an hourly report and check what time of day or day of week has the lowest conversions.

Increase Visitor Engagement Using Maintenance Pages

Increase visitor engagement while the website is in maintenance mode? Yes, you read that right. While in maintenance, you have a great opportunity to promote your other marketing channels: offline stores, Facebook fan pages, YouTube channels and Twitter accounts. Maintenance-page-example1 in Optimizing Error Pages: Creating Opportunities Out Of Mistakes The maintenance page for Online Behavior.

Parting Thoughts

Errors happen, and we must be prepared for them. We must lend a hand when visitors are most frustrated and make them feel comfortable again. People’s patience and understanding are decreasing, and users have a world of choices just a click away, so website owners cannot let one small error get in their way. What are your thoughts on this subject? Feel free to share them with us in the comment section below! (al)
© Daniel Waisberg for Smashing Magazine, 2011. | Permalink | Post a comment | Smashing Shop | Smashing Network | About Us Post tags: , , , ,

Two Cats In A Sack: Designer-Developer Discord

The differences between designers and developers often erupt in pointed jabs on the Web or at conferences. Jokes or not, the jabs create friction whose consequences are real. I am a designer, and by no elaborate means of job-title-rejigging do I consider myself a developer, but I see the cruelty of designer and developer egos going both ways. So, what happens if someone throws a pair into a sack to hash it out? How do we emerge? Our projects, careers and maturing industry rely on our ability to learn to work together instead of against each other, and looking at what we have in common is one way to begin addressing interdisciplinary cat fights. 00McDaniel-CatsInASack-v31 in Two Cats In A Sack: Designer-Developer Discord

Shared Priorities

A belief that design and development have competing interests is an obstacle to successful collaboration. There are, of course, developers who design and designers who code (I’ll return to this point later on), but the tension referred to here is between the designer and developer who believe that their respective discipline is more important. Conquering this belief is crucial to avoiding a clogged workflow, low team morale and, ultimately, limited project success. Design is not completely an aesthetic concern, nor is development an entirely technical one; designers must consider how functionality affects form, and developers must be creative in building out functionality. Similarly, if we look closely at design and development, we find that principles of good design are often similar in good development. Focusing on these overarching ideas reveals a large pool of reciprocal interests.

Harmony of Parts

Paul Rand, a designer’s designer, creator of the IBM, ABC and UPS logos, wrote in A Designer’s Art:
Copy, art, and typography should be seen as a living entity; each element integrally related, in harmony with the whole, and essential to the execution of an idea.
He wrote this in 1985. Today, the principles remain mostly the same, but one component is sorely missing from Rand’s statement: technology. Copy, art, typography — and technology — are the bones of a project, where design and development are the joints and skin that connect and hold together the parts. When all of these elements fit together well, you essentially have design and development working together as the support structure for the user experience and overarching concept, the so-called “living entity.” While far too simplistic a metaphor to cast a strong light on the process (building a website in fact looks much messier), Harmony of Parts does illustrate how design and development should ultimately work towards the same goal. 01McDaniel-HarmonyOfParts-v2-1 in Two Cats In A Sack: Designer-Developer Discord It is also worth mentioning that development, like design, encourages the harmony of parts in programming concepts like polymorphism and encapsulation. These ideas quite broadly mean that pieces of functionality should work well when placed inside or beside other pieces, another way of saying, “each element integrally related, in harmony with the whole.”

Teachability

Both design and programming are teachable, and where there are talented individuals there is also hard work, discipline, teachers, mentors, standards, taste, ruthless editing and constructive criticism, all of which are cultivated. There is bad work and breathtaking work. There is the scrap heap, the slush pile, the useless code: all evidence of learning. This commonality between disciplines is important because it presents an opportunity: designers can learn about development, and developers can learn about design. The democratization of resources in this information age (which some would argue we’ve already passed) means that we have little excuse not to obtain, or teach, at least a basic understanding of each other’s crafts. Not doing so will work to the detriment of the team. And when there are gaps in knowledge, rather than reprimanding, we should encourage an open dialogue to protect our most valuable learning tool: the ability to ask questions.

Elegance and Efficiency

Chris Coyier, self-described Web craftsman, blogger, author and speaker, writes in “What Beautiful HTML Code Looks Like”:
Code? Beautiful? Sure. After all, code is poetry. This is just HTML, so it can’t be quite as intricate and elegant as a dynamic language, but it still bears the brush strokes of its creator.
What is elegance? It could mean restrained beauty and grace, as in art and fashion. But in design as well as math and science, something elegant typically embodies simplicity and effectiveness, sometimes solving two or more problems at once or by an unexpected insight. Elegance, then, refers to underlying content or an underlying process. Design may rely on aesthetics for its medium, and development may rely on code, but both draw on theories of efficiency (perhaps a synonym for elegance) to create effective output: elegant code is efficient code, and elegant design is efficient design. This means that design and development share some core values of process.

Shipping

In his article “Design Is Not the Goal,” Francisco Inchauste writes:
The end product (website or application) should always be the focus.
Inchauste goes on to say that too often, process insists on polishing irrelevant deliverables; for example, over-updating wireframes instead of moving on to the build and user testing. The true deliverable is the final product that we launch and that people interact with. Jeff Gothelf goes more in depth in his article “Lean UX and getting out of the deliverables business.” In a healthy team environment, we designers, developers, copywriters, user experience designers and project managers are all shippers. Bigger agencies tend to lump design and development teams into the Production Department, for better or worse, and this is telling. It demonstrates that both “creative” and “technical” professionals share a predominant interest: they must ship.

Correcting The Workflow

It may be that designers and developers are perfectly capable of collaborating effectively, and that management and process are the biggest hurdles or frustrations within a team.

Good Ideas Intersect

The logistics of securing work often mean that the earlier a great idea is identified for the project, the happier and more secure the client will be, resulting in a better working environment for everyone. However, it also means that stakeholders will come together early in the process to come up with ideas. This can occur to the preclusion of the very people who will produce the final work, especially in hierarchical agencies. This undermines the designer or developer’s ownership and discourages self-direction and personal investment in the project. One solution to this problem is to ensure that great ideas are universally respected, wherever their origin. Michael Lebowitz of Big Spaceship famously preaches an agile workflow, saying in a New York Times interview:
We also invite people from all of our disciplines into all of our brainstorms. Great ideas come from everywhere.
A policy like this opens communication channels in a team framework and dispels departmental inequalities. When something goes wrong, finger-pointing is no longer an option if everyone’s had an opportunity to provide input, and collaborators are forced to learn from mistakes. This is not to say that responsibility is evenly distributed, but allowing teammates and workspaces to intersect in unexpected ways will allow great ideas to surface. 02McDaniel-GoodIdeasIntersect-v2 in Two Cats In A Sack: Designer-Developer Discord

Waterfall vs. Agile Thinking

In waterfall-structured processes, where development is held up by unfinished designs, developers are the ones who end up staying late to finish the project on time. Not only is this unfair to developers, it is complicated, because pointing the finger at designers for taking too long is too easy an answer. Responses to a design can be so subjective and cryptic (“I don’t know why I don’t like purple, I just don’t”); true insights require time to unearth and can result in unpredictable delays in the process. Hold-ups are best avoided not by keeping design and development separate but by bringing them closer together via an iterative workflow. This agile methodology distributes responsibility and assigns value to each team member. Furthermore, departments are not tied to an inflexible plan. All of these attributes of agile thinking help to alleviate designer-developer tension.

Giving Credit

In the fable “The Lion, the Bear and the Fox,” a lion and bear fight over prey until they can fight no more and fall over exhausted. Meanwhile, a fox who has been watching the fight sneaks up and steals away with the prize. The moral is this:
Saepe alter alterius fruitur labribus. From the labors of others, it is often another who profits.
Giving credit where credit is due and sharing the rewards is better, but unfortunately, in a fast-paced digital environment, whoever is left sitting at the table is often the one who gets the final praise. It is up to that last team member (the project or account manager, art director or tech lead) to pass feedback onto the rest of the team in a meaningful context. The cost is minimal (however long it takes to shoot an email or walk to someone’s desk), but the shared joy (or misery) will bond design and development teams because they will see the end product as the force that unites them.

Work Habits: Playing Nice

Sometimes playing nice is as simple as extending a courteous email; other times it is as complex as learning a new skill set. There are many concrete ways, big and small, for designers and developers to become more compatible colleagues. Let’s first look at efforts that can be shared, then at tasks more specific to designers and to developers. 03McDaniel-GoodHabits1 in Two Cats In A Sack: Designer-Developer Discord

Both Designers and Developers

Despite being in separate disciplines, our greatest commonality is that we are human. So, many of these shared tasks demonstrate how to play nice with anyone:
  • Keep an eye on the big picture. Pre-established goals that are developed by the whole team should inform decisions (and compromises) throughout the process.
  • Cast a wide net for inspiration. Look to a variety of sources for a well-rounded understanding of the topic. Discriminate material by quality, not subject matter.
  • Check in early and often. Avoid making too many decisions in isolation.
  • Be nice. If you must criticize, make it constructive. Being kind often reaches far beyond office walls.
  • Teach each other. In their book Rework, Jason Fried and David Heinemeier Hansson preach transparency between companies and their customers: “Letting people behind the curtain changes your relationship with them. They’ll feel a bond with you and see you as human beings instead of a faceless company. They’ll see the sweat and effort that goes into what you sell. They’ll develop a deeper level of understanding and appreciation for what you do.” This works for designers and developers, too. Revealing the inner process means teaching, and teaching is a way to invest in a relationship and build mutual respect.

Designers

There are innumerable great tips to help designers become better colleagues. Here are some of my favorites:
  • Explain the design rationale. Design isn’t magic, and making an effort to analyze and share design decisions will create a conversation and demonstrate to colleagues that their insights are valued.
  • Practice PSD etiquette. Adopt the Photoshop Etiquette Manifesto for Web Designers.
  • Design thoroughly. Think through the interactivity of the product, which includes designing the on, off and current states, designing error messages for forms, designing 404 pages, etc. This will save your teammates valuable time.
  • Be considerate. Avoid making others wait on you. Be proactive and organized, and ask for feedback often.
  • Enlist a developer. If the technical implications of the project are unclear, grab a developer to go through it with you. They’ll likely appreciate being involved.
  • Learn about development. Knowing even a little about code will make you a better designer.

Developers

Here are a few ways for developers to improve their work habits:
  • Make yourself available. Being a part of the process from concept to realization will translate into a sense of ownership of the project. Ask colleagues what they’re working on. Make your expertise available as a resource.
  • Simplify the explanation. If you can help team members from all levels and backgrounds understand high-level concepts and how they affect a project, you will become more valuable.
  • Develop the design details. Much of a designer’s craft lies in the details; if they are forgotten or changed, the designer’s time and effort will be wasted.
  • Be honest about what can’t be done and why. Big ideas often struggle against time and budget constraints; that’s nothing new. Knowing the development constraints ahead of time allows the team to create more appropriate solutions.
  • Learn about design. Theories, rules and standards play important roles in aesthetic and usability decisions. A little knowledge of these concepts will help you better navigate designs.
Some of the tips for designers will certainly also be useful for developers, and vice versa. Being able to work well on a team often depends on the individual’s personality, so take those habits from either group that will contribute to better collaboration. Do you have other good ideas? Share them with us in the comments.

The Hybrid’s Role

Designers and developers come in many shapes, and design and development skill sets are overlapping more and more. Hybrids, who have one foot in each discipline, seem to be increasingly sought after by clients and employers. This begs the question of whether we need to get along better or simply become more like each other. Hybrids are in a unique position to answer this question. If you consider yourself both a designer and developer, tell us: What is it that you find easier or harder about being involved in both disciplines? What do you like or dislike about it? What can we all do to become better collaborators?

Post-Disciplinary Collaboration

Way back in 1999, Andrew Sayer, professor of sociology at Lancaster University, published an article titled “Long Live Postdisciplinary Studies! Sociology and the curse of disciplinaryparochialism/imperialism.” Despite the hefty title, he wrote quite simply:
Interdisciplinary studies are not enough, for at worst they provide a space in which members of different disciplines can bring their points of view together in order to compete […] Post-disciplinary studies emerge when scholars forget about disciplines and whether ideas can be identified with any particular one; they identify with learning rather than with disciplines.
Competition is fierce in our industry, and as talented new generations join the workforce, it will only become fiercer. Web makers will need to work harder and more efficiently to retain that quality that clients and consumers value: the ability to surprise. For this, we need innovation, but designer-developer cat fights take up precious time that could be put to innovation. If we instead incorporate post-disciplinary collaboration into our process (a fancy way of saying, “Let’s forget about job titles for a moment and work toward something together”), I believe we’ll be more successful and find our jobs more enjoyable. (al) (il)
© Cassie McDaniel for Smashing Magazine, 2011. | Permalink | Post a comment | Smashing Shop | Smashing Network | About Us Post tags: , ,

How To Get Sign-Off For Your Designs

“How did you do that?” My colleague Leigh sounded impressed. He had been working with a problem client for weeks trying to get design approval. Then I came along and was able to get signed-off in a single conference call. “Can you teach me how you did that?” he asked. I mumbled something about years of experience, but the truth was I didn’t have a clue. It just seems I can find design approval easier than most.

As I thought about it I realised there are actually quite a lot of things that have become second nature for me over the years. But I have learnt the hard way through many painful projects. Unfortunately because I started designing websites back in 1994 there was nobody around to teach me this stuff. I wish somebody could have just shown me how to avoid all of those endless revisions. Hopefully some of the advice I share with you here can help you avoid years of pain and suffering.

My first piece of advice focuses on the old adage — prevention is better than cure.

Prevention Is Better Than Cure

In our enthusiasm to start a project we often don’t take the time to prepare the client. For many clients this will be their first web project. So they may not really understand what that involves or what their role is.

If-in-doubt-test1 in How To Get Sign-Off For Your Designs
At our company, we pre-empt common issues and prepare the client by giving them a PDF factsheet about working with designers.

So before you leap into your next project, let me recommend you complete the following steps:

  • Educate the client about their role
    Take the time to explain to the client what you expect from them. I always make the point of telling our clients to focus on problems, not solutions. I encourage them to avoid making design suggestions, but rather to point out why they feel a design is wrong. The job then falls onto us to come up with the right solution for their problem.
  • Take the client through a process
    Because many clients are not familiar with the Web design process, take the time to explain it. This has two benefits. When people are in unfamiliar territory they attempt to take control. This leads to micromanagement. By explaining your process you reassure them, giving them confidence. Second, explaining your process demonstrates you are the expert and puts you in the driver’s seat.
  • Pre-empt common issues
    We all know there are certain issues that always come up. Things like “make my logo bigger“, “can we use comic sans?” or “put everything above the fold” have become standing jokes in the Web design community. Why then would we not pre-empt these issues? By talking about them upfront it makes it much harder for the client to mention them later. After all, none of us likes to be the person who is predictable, making the ‘dumb’ request.

Spec-work-wee in How To Get Sign-Off For Your Designs
WeeNudge is a superb site for pre-empting common issues and educating your clients about the Web.

Even once your project is up and running prevention can still be better than curing. For example, when you complete a design and show it to the client you can do a lot to prevent problems from coming up.

First, you should always present the design. This is your chance to justify your approach. Refer back to previously agreed upon work. If you have used moodboards, point out how the design draws on them. The same is true for wireframes, personas or any other elements the client has signed off on. It’s hard for the client to reject a design built on elements they have already agreed upon. You must never hand over a design without explanation.

What-do-you-think in How To Get Sign-Off For Your Designs
Never simply send a design to a client asking them what they think. Take the time to present the design and ask for specific feedback.

Secondly, be aware the client may show the design around. This is problematic. Although you may have been careful to explain the decision making process to the client, others will not have this background information. This inevitably means the third parties will fallback on personal opinion and potentially sway the client in the wrong direction.

The solution to this problem is not to present your design as either a static image or as a final webpage. Instead, record a short video talking the client through the design. This video can then be passed on to whoever the client wishes to show. That way whoever views it will get all the information they require to provide educated feedback.

Finally, control the kind of feedback you receive. Never ask a client what they think of the design. Ask them instead how they believe their users will react to the design or whether it meets their business objectives. You can even go as far as asking them whether the design reflects the signed-off moodboards or wireframes. If you can get them saying yes to these questions they will realize that even if they personally dislike the design it is still the right solution.

Of course, when I was able to get the design signed-off on Leigh’s project, I hadn’t had a chance to lay down any of this groundwork. So what other factors came into play that made me successful where he had failed? One was my attitude going into the discussion.

Get Your Attitude Right

Leigh had been trying to get design sign-off for weeks. Both he and the client were frustrated. Battle lines had been drawn despite the fact both sides wanted the project completed.

This is a common problem. We start to see our clients as the enemy. In fact, there are many cases where bad past experience puts us on the defense from the outset. At every turn we start to build into our controls the limitations for the number of iterations and endeavors of the client’s influence. We even moan to one another how life would be better without clients.

Bad-clients-cartoon in How To Get Sign-Off For Your Designs
Because of bad past experiences with clients we can often get off on the wrong foot with new clients.

It’s not surprising that design sign-off becomes a battle. We are looking for a fight even before we begin. It’s vitally important that we change this mindset and see every new client relationship as an exciting opportunity and not as a potential point of conflict.

When dealing with Leigh’s client, I had the advantage of not being on the defensive. My ego had not been bruised by rejection. You need to leave your ego at the door. Often it is worth picking your battles and letting the client win from time to time. This helps them feel their contribution is worthwhile and valued. It is when the client feels ignored or isolated from the process that conflict arises.

By getting your own attitude right, this goes a long way to establishing a good relationship with the client. This is key to successful design sign-off.

Get The Relationship Right

We would love to deny that the client is an intrinsic part of the Web design process. However, you can be the best Web designer in the world, but if the client isn’t on your side, you are wasting your time and ultimately the project will cost you money.

In theory we should all be experts in establishing good relationships with our clients. After all, we pride ourselves on empathizing with users and understanding their motivation and needs. We should then be able to apply these same skills to our clients. If we then understand their needs and motivations, it is much easier to establish a good relationship.

Working closely with them helps. The temptation is to hold the client at arm’s length and minimize their involvement in the project. However, if you want to get the client on board, you are better off working with them collaboratively. This means they will feel a sense of ownership over the design, and are more likely to sign off on it.

Photo-paul-boag in How To Get Sign-Off For Your Designs
We find wireframing with the client is an excellent way of involving them in the process and building a better working relationship.

The other advantage of collaboration is that it makes the client feel important. It provides them with a sense of purpose in the relationship rather than just being a spare part to rubber stamp your decisions. I tell clients that it is their site and their decision, I am simply there to give advice on the best practice. This allows them the sense of control that is so important.

“But what if they make silly decisions?” you may ask. Often they will listen to you simply because you aren’t arguing with them. However when they still pursue an unwise course of action, I do not allow things to descend into a fight. Instead I make my position clear and leave the decision over to them. I have also been known to use phrases like “that is a brave decision” or “that’s an unusual approach” which is a less confrontational way of telling them they are being dumb.

Giving the client a sense of control doesn’t mean you are a doormat. In fact, I don’t believe clients want that. They want you to control the process.

Take Control

Although clients want to feel involved and have a sense of control, they don’t want to run the show. Most clients only interfere in the process when they feel you are out of your depth. It is important that we always appear to be the authority in the project.

I think this is the primary reason I managed to get sign-off on Leigh’s project. On our conference call I took control. I was careful not to be arrogant or push the client out, but it was clear I was in charge of the process. I achieved this using the following techniques:

  • I was confident
    Sounding confident can often be half the battle. Listen to the client and make a recommendation. Know what you think and communicate it confidently. If you sound like an expert people will treat you as one. However, be careful not to come across as arrogant. Just know your mind.
  • I was willing to challenge
    When a client asks for something you disagree with, say so. That said, don’t immediately jump in with why it is wrong. Instead ask the client why they want to take a particular approach. Often the client hasn’t really thought things through and a few well placed questions will help them to conclude it isn’t sensible. Also by asking questions you demonstrate you have thought things through in a lot more depth than they have.
  • I referred to third party material
    A great way of demonstrating your expertise and control of the situation is by referring to third party material. Stats, quotes from other experts and references to case studies go a long way. Show that you know your stuff and that you have solved these problems before.
  • I kept us moving forward
    Design sign-off can be full of endless discussion and navel gazing. The more a client thinks about a design the more likely they are to second guess your decisions. Keep the momentum going by focusing on the deadline and the fact that design can always be tweaked once it goes live.

Alertbox-current-issues in How To Get Sign-Off For Your Designs
Clients will often take notice of research carried out by people like Jakob Nielsen over your own opinion.

By setting your ego aside, establishing a good relationship and taking control of the process you can usually get the client to sign-off on a design. However, like all things in life, no approach is full proof. In such cases I have a couple of fallback positions which have been known to work.

What To Do If A Client Digs In Their Heels?

Some clients can be very dogmatic and no amount of careful management can lead them down the right road. In such situations I use three techniques in the following order:

  • Suggest testing
    If the client wants one thing and you recommend another, suggest testing both approaches with real users. It’s hard to say no when services like verifyapp.com are so cheap. Often clients will give in at this point because they don’t wish to be proved wrong.
  • Ask to have your name removed from the project
    Often client’s don’t believe that a change they are suggesting is really that bad a thing. They just think we are being overly precious. One way to show how serious you are about your concerns is to say that if the clients’ changes are implemented you would like your involvement with the project to be kept secret. As designers are normally so keen to promote their work, this makes a client realize how unhappy you are.
  • Give the client what he or she wants
    It is important to remember at the end of the day that it is the client’s website, not yours. I know that some people advocate walking away from a project before compromising their ‘standards’. However, personally I think that is unprofessional in all but the most extreme cases. If a client is really insistent and unwilling to listen to reason I will deliver the site to the exact specifications they requested.

Verify-act-on-data1 in How To Get Sign-Off For Your Designs
Tools like verifyapp makes it very easy to quickly test design. This can be a great way of diffusing disagreements.

I imagine this post will generate mixed reactions. Some of what I have said here seems to be manipulative. I believe it is simply nudging the client in the right direction to give them what they ultimately want — a great website.

Other things won’t sit well with some designers. Suggesting you give the client what they want or letting them win even some battles might smack too much of compromise. Nevertheless, in my opinion this is what a collaborative relationship is about.

However, I am interested to hear your approaches. Where do you draw the line between what you believe is right and what the client wants? What techniques do you use for nudging the client in the right direction? Do you set limits on revisions or the client’s involvement in the process? Let me know in the comments.

(jvb) (il)


© Paul Boag for Smashing Magazine, 2011. | Permalink | Post a comment | Smashing Shop | Smashing Network | About Us
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