Tuesday, June 29th, 2010
A quick note before I actually post the personas:
I am having a difficult time writing the persona for the “participant” user, one who is often learning disabled. It is a segment of the population that I am not familiar with and although I have been able to hear some stories about daily life, I am mainly only able to write about what I have seen and heard in relation to their experiences at Pedal Power. This is something I will have to remedy at the next event and learn more about what happens outside of the cycling event.
It is simply a user I have never written, nor designed for and made me realize how much we generalize our users as web designers.
Tags: design ethnography, participant observation, relationship technology user, user experience, web design
Posted in Pedal Power - Nonprofit | 1 Comment »
Tuesday, June 22nd, 2010
Macaulay, C., D. Benyon & A. Crerar. 2000. Ethnography, theory and systems design: from intuition to insight. Human-Computer Studies. 53: 35-60.
-Â Â Â Â Â Â Â Cultural-historical activity theory (CHAT)
-       “Would design not benefit more from training better ethnographers than from burdening them with such a complex set of theoretical concepts and debates as CHAT?â€
-Â Â Â Â Â Â Â Explicit use of theoretical frameworks encourages reflexivity
-       Suchman: systems designers are disadvantaged as a result of the distance between them and the subjects/objects of their design.
-Â Â Â Â Â Â Â How to help inexperienced design ethnographers makes the transition from intuition to design insight
-Â Â Â Â Â Â Â User-centered design is beginning to expand the requirements of workflows to include knowing the social user as well as individual – Is it also not encouraging ethnography?
-       Ethnomethodological terms: issues here is not so much “context a resource†but “context as topicâ€- so should we focus on how to use contextual information or on what we mean by contextual info?
-       “Suchman proposed that that since tools reify underlying models of the activity they are designed to support, developing an underlying conceptions is a crucial part of the design.â€
-Â Â Â Â Â Â Â Ethnography set of methods, not theory
-       Tension between “traditional†ethnographer, whose object is to simply describe and interpret cultures (?!) and the design ethnographer whose aim is toe describe and interpret cultures for the purpose of design a tool that will change the culture
-Â Â Â Â Â Â Â Relationship between ethnography and design dialogue btwn attitude, validity and practicality
-       Attitude of computer professionals to qualitative “soft†data
-Â Â Â Â Â Â Â Openness about theoretical decision in the field may establish greater validity
-Â Â Â Â Â Â Â Ethnographer presented different by engineers and anthropologists
-Â Â Â Â Â Â Â Design ethnographers have own quick and dirty approach to ethnography
-Â Â Â Â Â Â Â Ethnomethodologists claim to have broken with sociologist in that description is not a precursor to analysis, but a means by which to know
-Â Â Â Â Â Â Â Theory can enlighten and provide insight into arising problems or confusion
-Â Â Â Â Â Â Â Information gathering in design world can come down to stricter deadlines
-Â Â Â Â Â Â Â We can only understand the mind with reference to the interaction with the material world that produces the contents of the mind.
-       “Implications for designâ€
-Â Â Â Â Â Â Â Can theoretical frameworks improve the client-designer relationship?
-Â Â Â Â Â Â Â Or does it become authoritative?
Check out:
Anderson, A &Alty, J.L. 1995. Everyday theories, cognitive anthropology and user-centered systems design…
Bauman, Z. 1999. Culture as Praxis…
Berg, M. 1998. The politics of technology…
Brown, B. 1998. Working notes:how computers used for collaborative work…
Marcus, G. 1986. Contemporary problems of ethnography in the modern world system….
Tags: Anthrodesign, design ethnography, designer views, expert model, participant observation, relationship technology user, wordpress, workflow
Posted in Anthropology, Article notes, research methods | 38 Comments »
Friday, June 18th, 2010
Interviewee: Jeremy
Location: Montreal, Canada
Duration: 50 minutes
Date: June 8, 2010
*Okay to put audio and transcription and name online.
Job title area of expertise?
Area of expertise would be web developer, or sometimes I use Wordpress developer, or Wordpress hacker. In the past I have used Wordpress hacker to describe my job. Officially I call myself code and design. That is my preferred rhetoric.
How many years have you been in the industry?
I have been making websites consistently since 2003. And I have been paid for it since 2006.
Do you work mainly as a free-lancer or in-house?
The nonprofit is based in the Netherlands, so I work for them as freelancer and I have no contract. But, I get the exact same thing: pay check, billing once a month for sort of a freelance retainer. There are no job benefits or anything like that, I am responsible for all my own equipment and things, but I have a very stable income nonetheless working for that company almost entirely.
How if at all would you label your workflow in reference to that position?
Could you give me an example of what that would mean, or do you want me to guess?
No, I can give you an example. A lot of people just say agile development, or waterfall, or user-centered or they just say they do what they feel like.
So, I don’t know what you would call it then as I don’t have a lot of experience working with other programmers, but I work alone on the project based on feedback from a wide community. They email the general mailing list with suggestions, and I follow their advice as well as superiors. But I define my work as I am the only one who understands my job. I don’t have a name for that.
What % of your web design projects, either personal or professional have used Wordpress both now and in the past?
Percentage, if I control the choices then it’s about 95% and maybe 85% total.
And you said you are mostly working with the current nonprofit, but I suppose in the past, is there a type of client you have used Wordpress with more often? Or a type of person who comes to you more often wanting Wordpress?
Whenever I talk to someone, I always recommend Wordpress pretty much. And that would be pretty much anyone unless the needs of the project specifically made Wordpress ludicrously inconvenient. I haven’t found a lot of situations where my brain does not feel Wordpress is the best solution. I use Drupal when I end up getting stuck using a project that is using Drupal.
Okay so now I would like to move on to speaking more about the nonprofit that you worked on, that being Global Voices site correct?
Yes.
Could tell the name of the site again and the type of work that they do?
The goal of the site is to increase visibility and exposure to citizen media, which are blogs and Twitter and anything that is sort distinguished from main stream or professional media. Though citizen media can be mainstream or professional, there is some distinction there with amateurs and things like that and the way that they accomplish it. Writing about blogs in places, in most of the world except the first world, was the original goal, so blogs in Africa, blogs in Asia, blogs in South America, for a sort of first world audience, was the original goal, but it has moved into more decentralized and everyone writing so it more like the entire world is supposed to be covered, just disadvantaged blogs generally.
And we also linked, we are run mostly on funding from foundations and often they want more change based activities, so we’ve moved into fields where we have an outreach section called Rising Voices. This is where we give micro grants to a blogging club in Madgascar so they can get a blogging club started at the library and get people writing blogs and trying to work that into our ecosystem. We have another wing called Advocacy where we try to do coverage of specifically people being censored by their governments or being put in jail by their governments for using citizen media and online tools. Those are separate from our main goals because our main site is entirely focused on writing about what people are saying and so there is not actually news coverage, except as background for what people are saying on blogs about something. So typically we cover up to date news but what people are saying about it rather than the news itself, whereas on advocacy we will break news about someone being censored ourselves rather than wait for someone else to blog about it.
What is your particular role then within this nonprofit? How did you get involved within them in the first place?
I am the chief technologist and I am responsible for the design and programming of the various websites, which are almost all run on Wordpress. I am responsible for the two dedicated servers. A Linux server at a host, so I do a lot of cis admin things, though I am not formally, nor informally trained in those things. I have just learned to do what I need to do as we go. As sort of our traffic expands and we expand our infrastructure.
I got involved because previously there was a similar person who had the exact same job as me, he needed an assistant and I was just out of university and he hired me. Eventually he moved on and I took over. He found me because I was wearing a Creative Commons shirt at the core of the story. Global Voices is really emphatic about the most liberal creative commons license available: Attribution. I learned about it at University and that lead to this job in the long run just because values synchronized.
I assume then that you did not build a large portion of the site, you were adding on to it?
The site as it exists right now it’s almost entirely my creation. It has had about 4 major revisions over the years; the first two were the previous guy. The second I worked with him and now I have effectively replaced everything. So what is there now is all mine, but things that were not there at the beginning, there are a lot of conceptual things about how the site works that I didn’t design, but had to accommodate going forward.
Since you have done so much on it, would you be able to tell me about, well I would like to hear about your workflow and how you built the site from start to finish or did the redesign. Is that something you feel comfortable speaking fluidly about, or should I ask you more specific questions?
I could tell you about it and you can ask me whatever is unclear.
So we had an existing site that we had redesigned specifically, but it was getting less and less compelling and had some problems that we needed to fix.  My process was to take our content, which is really tricky and complex and try and come up with a new way of representing it that didn’t alienate people. It was a big consideration as we have hundreds of contributors who are volunteers, most of the individual people who write about countries are volunteers, and so I spend a lot of time worrying about what is going to satisfy them and avoid alienating them. So, for example; make sure that all content has a chance to be on the first page at some point. Even though having all content on the front page, even for a couple of hours is practically impossible because of the amount of information that flows through the site.
There were a lot of considerations around the scaling because we already have 50,000 posts and 50,000 comments and 300 authors, so right from the beginning I had to deal with scaling issues that already existed with the new thing. So there were a lot of doors that are closed at that point, compared to a very small Wordpress site, with a couple hundred posts, there are things that you can do that take just 20 seconds to load, but on our server it would be no good with our content.
My workflow for that was, mostly looking over a lot of the to-dos that I have for myself. I keep one giant text file with all of the stuff that needs doing. For the redesign my goal was just to get rid of as many of them as possible, while also doing an overhaul and just trying to work in feedback that I had got in ambiently through email stuff over the years.
There was a huge, as well as the design project involved in this redesign, there was also a huge coding component because it was actually a project where we have translation sites. So we have one main site that was in English, that was historically our core site. And then we have communities that translate the content into other languages. Sort of like the way that Wikipedia works, any given article might not be in every language, but if someone is interested they can translate the English one into the other language and it’s there, and our other language sites were different. They were amplified and they didn’t have the same features, because when we were setting them up, we wanted them to have agility and didn’t want the development of them to be hunkered by or slowed down by the development of the main site, which was so much more complex. We also didn’t want the main site to have the risk of being integrated with those other sites, so they were running on two tracks. I used subversion to store my code, and they each had their own subversion directories for the specials themes and plugins I was using.
With this redesign, one of the goals was to bring those two things together, so to take, the complex structure of the English site and make it multilingual and make it so that everything would work together, as well as a complete recoding of the underlying translating systems. This is something custom that I have created because there are no Wordpress plug-ins that seemed like they would work well. Especially back when we were making the decision to start these sites, there was absolutely no good Wp plug-ins that would suffice. Nowadays, we might make a different decision, but at this point we have so much content, that switching to a different solution would not have worked. So instead, I rebuilt our own weird system, which is sort of like trackbacks between the blogs.
But yeah it took like 2 years to do this redesign. Because there were so many factors involved to integrate it together before it could ever be done, and obviously it wasn’t done when I launched it. We had a deadline because we have yearly meetups where we all get together in one place and this time in was in Santiago, Chile. And before that, I had to launch it at that point. Though there were many features that I moved onto a separate to-do list.
So then you are always working then by yourself, is that what I am hearing?
Yeah, in terms on the code I am working with subversion, but I am alone, but it is still productive. I never really have anyone else working on the same code with me or reviewing my code pretty much. Though I have co-workers who are smart about sort of workshopping designs with me and giving me feedback. Most of them are bloggers themselves, so they are not professional designers, but they know what is good and what is not and they have a sense of what has changed.
Within our community I also have a lot of community feedback as well. So I will put up a demo of the redesign as it exists at any given point and get some feedback with really specific stuff. There are people in the community will open up Firebug and send me feedback about what they think is too slow, or a jquery library that is being included twice. Things like that that can be really productive. Getting audited by the community inherently, though no one sees the plug-in code, for example.
So at what points do you seek approval for major decisions and who are you seeking approval from?
The site has, or the organization has, a managing editor, who lives in NYC, and I live in Montreal. So she lives in NYC, she is the one I usually talk to about things. However the organization runs mainly on a series of Google groups or email lists. There is one for the entire community, one for just the editors, and the part time paid employees, and then there is one for the core team, who are the board members and few pseudo full time employees, people like myself. If there is an important decision that needs several people to sort of you know validate it, I will go to the core team mailing list and ask there. That includes our founders and sort of the spirit guides of the whole community, even though neither of them is actively involved in the day to day operations. Though often I will just ask the managing editor because she can confirm that I am not crazy. If we both agree about something and someone says something later, we can apologize and change it back.
Often I will do most code changes by myself. There is no one who understands the difference between a code decision. Whenever possible though, I like to ask at least one person. We also have email list in our community about technology. It is not super active, not like the other ones, but at least when I just need a subset of people who are specifically interested in something, like if we should use a Twitter plug-in or Twitter feed, then I might go to that list and ask for feedback about some implementation detail that has sort of a general relevance. But that is not binding at all. I am the only person who controls the server and the websites, so ultimately I have override power on anything, just on a technocratic level, so I wield that whenever I could. If there is something I do not like, I can just not do it. Works well. Though ultimately, the community itself, I treat as my boss. And if there is a sense that the community disagrees with me, I will usually change whatever I was going to do, to what they want. And the same basic feeling exists for all decisions in the organization. So including funding decisions, for example if we should take money from the American government or various things like that. Those are sort of a democratic spirit and I like to promote that myself. Though it rarely comes to a point where I am forced to do anything.
So you touched on this a bit earlier, but who do you then consider to be your end user or audience?
If there is a general person, or is it too varied?
For the website?
Yes, for the website the end-user is anyone. Basically the target audience is the entire world who we hope will be illuminated on the local perspective. We are exposing and might differ for example, as the main stream media in any given country is typically to be biased in favor of money and power, whereas citizens who are blogging will be less so, or legitimate.
But it turns out our audience is heavily geared toward people with masters degrees, and journalists who are particularly interested in our content because it is interesting for research and for finding stories. More and more media outlets now, like CNN have Tweets live on the air, which is what we have been doing for years. Reading blogs and reading tweets, they have just figured out, in emergencies it is a great source of information compared to correspondents everywhere. We hope that the media will come and read our content and then spread it further. On a day to day basis our content is sort of niche. You have to be particularly interested in blogs and citizen media or else you might not, you might be like why isn’t this just a straight up story, why I am listening to the bloggers here?
So then, I know you said that you go to a lot of your forums and email lists but did you do any user research before you started the redesign, or was it more a process of trial and error?
Well we have surveys, reader surveys, as well as author surveys. And both of those were ultimately factored into the redesign. We got comments like… I can’t think of anything specific… but there were questions in that survey and in the open ended questions, where there was feedback that I took seriously about the site and issues that people had with it. And usually I agreed with them already. I was like it’s just something that could definitely be improved, so that helped establish targets for the redesign. Showing people early demos that were mainly aesthetic had great effect of getting people in the community to just tell me things that they thought would be good to change. Ultimately a lot of it was driven by the need to recode things and to make it work with all the different languages. And my own personal decisions about the way I thought it should look. You know also with the management, I had some in person meetings with the management that went over things that needed changing, like showing pictures on the homepage and having something move. We added like a sort of cycling JavaScript box that moved surround when you were on the page, which was something I was against, but was identified by the management as something important in the redesign.
Is there anything specific about the workflow that you described that was really specific to your working with a nonprofit?
I mean certainly it is not at all like working for a corporation. But even beyond that we are a particularly cooperative nonprofit organization as far as I am concerned. And the way that the community dictates almost as much as the management is really a factor in the workflow and part of why I love working for this organization. And it would, they usually identify my salary as less than I could get on the free market and I agree with them. But it is absolutely worth it to me because I like this process. There are very few things that can be dictated to me as a designer or developer, I can always appeal any decision, and on my end if I disagree with something I can also appeal to the community in general. That has a good effect on the whole thing, because I am pretty sure the whole community will agree with me on anything important. When working with corporations, or any kind of structured business, there is always some point of irrational authority that may or may not make good decisions to do the right thing or make you work harder. Working at corporations I have had lots of bad experiences with authority. Maybe I am a person who does not like that kind of authority so, for me the way Global Voices is organized really makes a huge difference…
*freedom to make decisions
…to how I am able to work. If anything just the feeling of the work that I am doing is much better than for a corporation because I feel like I am working for the people rather than the man.
Is there anything about Wordpress that makes it better for nonprofits in your opinion?
Well the cost of Wordpress is always a factor, although, it’s mostly irrelevant because there are some CMSs out there that cost tens of thousands of dollars. Compared to them, Wordpress is a clear winner. But the amount that Global Voices pays me, completely dwarfs any cost that could be associated with Wordpress. That is pretty much irrelevant because of how much I get paid on a year basis. But you know I don’t know, what makes Wordpress better is the fact that you can write patches, it is so extensible with plug-ins, themes and that it is so widely supported with so many people using it together. It applies equally to businesses, there is no reason why not.
As far as special features, I mean ideologically I think that nonprofits should be aligned with open source software on principal. I know that at Global Voices we are aligned with open source software, where on principal, where although a lot of use Macs, I don’t run Linux, we would want to use WP even if the exact same thing, if Movable Type was a little bit better, we would all want to use WP because it is open source. Although I suppose Movable Type is open source if you define it properly. You know in our case it is because we are activist, specifically about content and about information being free. And that is not necessarily just nonprofits. But I don’t know, I think it is best tool, and for nonprofits or for profits. It is especially important for nonprofits not to waste money. And not using WP is a great way to waste money because there are lots of developers out there, who are happy to charge you tens of thousands of dollars to reinvent user systems and you know crud applications (create read undo delete) there are lots of places who want to reinvent the wheel over and over again. For no reason, and that is a great way to waste money. So starting with Wordpress, and then working out by hiring the right developer to finish whatever site it is you need, is as far as I am concerned to avoid accidently paying too much. You can still spend 50000 dollars on a WP site but it’s harder than spending it without WP. You can get a lot for that, for sure.
So I watched most of your presentation on WP.tv that you did in Montreal.
Which one?
Supposed to be intro to WP?
Intro to theming?
Yes.
And I was just wondering how you go about presenting this sort of information to people who don’t know about Wordpress? Who are not tech people?
Well one of the things that, last year in Montreal there was a Women’s tech cooperative called Studio XX. And they hired me to teach a class about Wordpress, so I did a class with a group of people, and some of them already had blogs like on WP.com, and wanted to take it to the next level, and some of them really didn’t know anything. They were writers who just used notebooks.
So, I approached that from an even lower level. I took Communications when I was at University in Montreal. And in my third year I was the TA of the first year class and I had to teach them, it wasn’t Wordpress at that point, just HTML and CSS. So you know how do you approach that with people?
Well in that talk I gave at Wordcamp, Montreal, I started pretty basic. The composition of an HTML tag and what hash means and stuff like that… I think that is important, I try to, preface my discussions of HTML with a bit of history, there is a great book that Tim Buners Lee?? Wrote about founding the web, and I like to draw from that because, there is a lot of people, people really don’t understand the web at all. They understand how domain names work to get them to websites, but they don’t have any concept of what a website is made of, or how web servers work. These sorts of things are immediately important when putting together a website, because people don’t understand what the html files they are creating are for. So I try to start with a little bit of background about that, what HTML is and what it is for, and what relation it has to the site you visit, as well as what CSS is and try to start to explain how WP fits in with that as a web server application. So it is pretty hard, it is an uphill battle. People have a lot of details to pick up before they can really grasp things.
Do you think that the Wordpress backend interface is usable for most people who are not terribly tech savvy? Or have you found that a lot of people still have problems.
Well it doesn’t teach people to use the mouse. And at this class I taught recently there was this one woman who had trouble with the mouse. She had a track pad at home, which I guess she just barely, ?? done with, just double clicking dragging things it was really hard. That was actually the worst thing, that was the most stuck we got during that class. But she would get trapped with her mouse because she couldn’t get her files into the FTP client. Ah and that was causing problems, so it you know, that to say, that WP admin can’t solve every problem, if someone does not understand the concept of link or the concept of animated dropdowns it doesn’t make sense to them, they are going to have trouble anyway.
*shared duties need to be specific tasks that do not necessarily include overall understanding of web
And so as I am concerned, compared to the competition the WP admin is excellent. It is usable, it is clear, follows my overriding principal that in application design you should be able to just stop and take a deep breath and look around, and look at everything that is available to you and find what you need. SO people know how to investigate the file menu and the view menu tend to get things done in applications, so WP fits that. If you know you can do something, but you don’t remember how you can, just look down the sidebar and see what sections are available, and find what is appropriate until you find that tool where you didn’t expect it. It is either in settings or tools, and I think that WP does a good job of that as much as something as Gmail. If you can figure out Gmail, which is something we all take for granted, actually quite complex if you have never used a web application before, you will figure out WP.
35:20
As opposed to something like Drupal, where I have seen tons of users who are able to set up their own Wordpress blogs and they use all kinds of different web apps and you can show them a web app and they can learn it in ten minutes. You explain to them three times how to do something in Drupal and they really still struggle with it because the menus are really eccentric and hard to get around and the module systems is confusing to people. So it’s the most simple the interface could possibly be, while still achieving website administration.
If you only have a few administrators and you have developers, then Drupal can be great tool. A user who is not good at using the web is going to suck at both, but they are going to be worse in Drupal… they might never figure it out. If you give someone a Drupal solution and there are a 100 people in the organization, you are going to have some that are just never going to get it. Whereas with Wordpress, pretty much everyone can get it in the end. And a lot of them will be comfortable with it and be able to help the others. That makes a big difference as a developer because you are not doing constant support requests.
*collaborative
In general, what is your take on the idea that websites, particularly those used for nonprofits, should be sustainable for them? Not necessarily the case in your organization, but do you feel this is something that should be worked toward?
Yeah, yes. Definitely. Though again, I will say that every website should be sustainable, an unsustainable website is just asking for trouble. To me, I mean I was making websites before there was WP, before it was common use CMSs outside of enterprise and that is an unsustainable website. A website where there is a bunch of html files and there is one person that knows how to go in and edit the right file. But they forget to update the links on the other files so the whole thing becomes a mess that makes no sense to users. Once you have bridged that gap into the cms you enter a realm of sustainability that is so deep by comparison.
Nowadays, very few people are having static websites produced and anyone who is doing it should probably be fired as a web designer, but that was the important thing. In terms of Wp, within the field of CMSs, WP is actually frustratingly unsustainable in a lot of ways. Though it is sustainable because there is a huge ecosystem, and esp. because there are so many developers that know it… if something happens to me then Global Voices can hire another Wordpress expert, fairly easily. Although it might be hard for them on their budget. Because I have written so much custom code, it would be a huge project to even get someone else to understand what is going on in our websites. At the same time, it is better than if I built it from scratch. In the same way that Ruby on Rails or other established platforms, that adds to sustainability.
That crisis of sustainability of Wordpress is the necessity of maintaining the upgrade schedule for security reasons. Because if you don’t upgrade WP, eventually there will be ? that will discovered and you will be hacked. Global voices has been hacked, my personal website has been hacked. Historically every single website has been hacked unless they constantly update it. Most of the huge hacking events that have occurred in Wordpress where large numbers of blogs were attacked, have been related to multiple versions of history. You had 6 months to update and you didn’t. There are a couple of cases, where there was a shorter history, where if you didn’t update in the last month, then you are susceptible, and that is pretty shocking. And that is an extensive addiction to updates using WP gives you. Anyone chooses WP, you sort of have to have someone on retainer or else be ready to fork out the money for a bunch of hours on a regular basis. Which is, it sort of supplants the old model. You need to call the web designer to update the website; with WP you need to call the web designer to upgrade the website. But in the end you get a lot more for that. And in the end every website is going to need some maintenance on a semi regular basis and what you get from WP is a million things that are missing. Like you could have simple PHP scripts that do exactly what your site needs and nothing else and you might be able to get it done for a just a little bit more than WP and you wouldn’t have to worry about security because no one has ever heard of this custom thing. It has never been exploited and there will never be new exploits to discover, to become popular, but you know, things like just sorting by date, things that we take for granted in WP; the millions of features that are built in because somebody needed it, are not going to be present. So if you keep working on your application so it even approaches Wp’s features, you are going to have spent so much, that you could have paid the web developer to come back and upgrade things like a thousand times. So the sustainability is still pretty good, considering what you get. But it’s frustrating because plug-ins and things can break.
So it seems like a lot of people tech industry view WP and other technologies to be collaborative, do you think that the general public is starting to view technology as collaborative process?
No, that is a good question. It’s hard to say. I think that as a web developer, I kind of live in a bubble where all my friends and family know what open source means because if they didn’t, I told them. Parents understand what open source means because I have explained it to them one hundred times already. My friends understand open source because if they didn’t, they might not be my friends. But I know there are people out there who do not understand the concept. And I think that people still see, I think most people who have an impression of technology beyond just like, who have opinions and feelings about technology, are aware of the distinction between collaborative technology and totalitarian technology, and that Apple products are good, because Apple is goodness and quality in their products. As opposed to the fact that Linux is wonderful but there are problems because everyone works on it together and there is not quality control to make sure everything is perfect. At the same time everyone knows that Microsoft products are usually awful despite applying as much control as they possibly could.
People are, I think more and more people are aware of the collaborative technology development as a valid model for creating competitive applications. And, that things like Firefox and Wordpress are the perfect example of common things that are just as good as any other offering. But which are completely open source. In both of those cases there are organizations that manage the development and are investing money in the development. That and also in promotion of things like that. That has a big impact on the overall effectiveness of the applications.
So yeah, I think most people are moving in that direction, hopefully, at least see collaborative software as competing professional software and changing the market. Anyone who understands browsers knows that, open collaborative browser development changed the browser ecosystem beyond just what it created, it forced IE to be a respectable browser and with the newest versions they are competing with Firefox in a meaningful way, and that is only because they had some competition.
Just like the one lap top per child, it didn’t really work as a collaborative project, it was sort of a nightmarish fail because the computers are impossible to use and the operating system it runs on is unbearable. They tried to reinvent the wheel by making it square. But because of it, there are a ton of these new cheap, small ass computers that compete with the old model. But more than that, there is a 100 dollar lap tops that poor countries can buy for their children. It’s just that they sell to us and we buy them as well because we like cheap computers that do everything we need.
….um you didn’t really ask about whether I contribute to Wordpress and how I contribute to Wordpress.
That seems like a relevant question because at Global Voices they support the open source and me contributing back. I contribute patches and I consider writing patches on company time as it were to be valid billable hours. I don’t count my hours, but if I did I would bill them. That is a good investment for Global voices, because the fact that it is open source lets me fix the bugs directly and fix it long term rather than having a patch solutions on our own sites that just kind of work. And you know, I see Global Voices, because we are big, we have special needs that just don’t come up a lot. There are just not that many Wordpress sites with as many authors in the sense that we are a magazine style site, with hundreds of authors. I don’ t think there are too many organizations doing that so we run into problems with the user and permission system that just don’t, like no one has ever run into them before, or didn’t know what was going on or had time to figure it out. So, I really enjoy contributing even though I don’t do it that much. But identifying a few things each version and trying to write a few patches. I am really proud to attribute those to Global Voices, and let that be part of the legacy inside of the ecosystem. And I also do a lot of Wordcamp stuff, I organized Wordcamp Montreal last year which took a lot of time and effectively Global Voices lost me for a week at least because of all the effort that went into that. But it was really satisfying and I have done a lot of speaking so I have been to a lot of those. But I guess that is not really related to the nonprofit…
No that is actually incredibly relevant because you are putting the work for the nonprofit back into the system…I did ask the first couple of web designers how they are involved in the WP forums and what not, and they said they just don’t.
Well yeah the forums just suck. The thing about the forums is that, it is awkward that they run the WP Automatic, or Wp forum software which is BBPress, but it is terrible. If you post something and someone replies there is no way to get an email, no way. Supposedly there should be an RSS feed you can follow, but in the end the only way to follow that stuff is to get the RSS feed for everything single forum topic you want to follow. And subscribe to all the RSS feeds which results in only masochists liking to subscribe to the forums. You have the sit there and refresh you know, so that is, I find that most developers, can’t handle that at all, they don’t want to go anywhere near the forums.
Things like the WP hackers list, which I think you posted on; I put a lot of time into. I love the responses and the discussion that goes on there. You can try and put back into that ecosystem because at least it is all developers, and I get a lot more out of that personally than I do from the forums where there are no developers at all.
There are also the IRC chats which happen on the freenote server and sometimes I will turn that on, and try to help people there. Though, sometimes I get frustrated because there are not a lot of developers answering hard development questions. And there is a lot of frustrating Noobs that ask simple questions. So, I can lose a whole day giving free support on there. But at the same time, in that particular case, because it is live and there is some sort of joking that goes on and stuff, that can be a really nice way, if I am feeling lonely, if I am programming and feeling lonely, then I can turn on IRC. So it’s like an office with people randomly talking and bitching about things and I can randomly bitch about something and someone might propose some sort of solution. I wasn’t even looking for a solution but someone will propose something and maybe I will follow it up or not.
That can be a good mix of giving back because when I am paying attention to that chat, I can’t help but answer people’s questions when they ask and just getting some community. That is similar to Wordcamp events, they tend to hear me talking and then come up afterward and ask me questions about the projects they are working on and that is fun to talk to other people who also are interested in the same thing. People who are interested in the information in my head, because working alone at home, sometimes it’s hard to remember that, it can be lonely, and I have all this information and there is nowhere to put it. My girlfriend doesn’t wanna hear much more. Luckily she also works in web stuff so, in Global Voices. It fills my life with everything I need.
Can email with more questions…
Tags: designer views, Nonprofit, relationship technology user, web design, workflow
Posted in Transcription | 4,183 Comments »
Saturday, June 12th, 2010
Date of Event: June 9, 2010
What: Informal Interview
What happened:
Had a quick chat with a web developer/entrepreneur who works fully in the business sector. The goal was to gain a comparison to those who work with nonprofits and double check a few of my “buzzword†definitions.
It became apparent that a lot of the questions I asked were either not directed clearly at the business world (more research definitely would have been helpful) or were not open ended enough. I believe it is the latter. For the questions I have created have come from my own experiences working with nonprofits and Wordpress, thus people with similar experiences and skill-sets will have an answer. How does this bias my research? It appears this also points out the benefits of participant observation, where one is not figuring out a specific question to ask, but experiencing the field of study as a whole. However, my performance as a web designer is an integral part of my study as is meant to help direct the types of questions I ask. I suppose then, how does a study that is a continuation of previous experiences not within the timeline of current research, impact one’s work? To what level am I to be accountable for this knowledge?
Few points:
-Â Â Â Â Â Â Â Bringing up the question of how the business world deals with choosing software, he stated in most instances larger corporations, with income allocated for technology can either hire someone to make the open source software do what they please, or create a proprietary software that fulfills their aims. Thus, the decision really comes down to ideals or functionality requirements, rather than cost-effectiveness.
-Â Â Â Â Â Â Â The collaborative nature of technology appears to be more widely accepted by people working in the tech world and is slowly being understood by the greater public. However, he used the term responsive, which I think makes more sense for non-tech savvy people. While they may not use the internet as a collaborative tool, they maybe can view technology as working to be more responsive to their needs. Collaboration requiring the user to participate online, while greater responsiveness being the job of technology to provide for the user.
-Â Â Â Â Â Â Â Agile development is not necessarily user-centered, but about the iterative process.
-Â Â Â Â Â Â Â Why use Wordpress? Easy to set up and lightweight, and of course it is free.
Tags: designer views, relationship technology user, web design, wordpress
Posted in Meetups | 9 Comments »
Tuesday, June 8th, 2010
Date of Event: June 8, 2010
What: Druid Cycles Ethnography
Who: Thor Bard and rest of shop
Where: Druid Cycles’ Shop
What happened:
After coming in today I realized I had made an incorrect assumption of the shop based on my own views and business experiences. Even though it is a bike shop performing repairs, it is also a shop that promotes and is sustained by community involvement, thus not fitting traditional business models. If my research is about sustainable web design for communities and organizations that desire an online presence, but lack resources, then the shop fits well regardless of officially recognition as a charity by the government. So again, by placing Druid Cycles among the business models of the majority of London, I misplaced the business and thus the ideals of the shop itself. If I was to redesign the website without knowing this, it would have been severely misinformed. Even though miscommunication and misinterpretation is not pleasant, if it had not happened I would not have understood properly the goals and organization of the shop.
Having been a volunteer for about two weeks now and using participant observation as part of the user-centered design process, I am finding it immensely useful. Doing simple interviews and check-ins at major documentation markers would have been sufficient, but the relations within my experience have provided far more valuable information and insight into how the site should be updated.
Furthermore, it is also an interesting experience for myself to view the two different paths that my research is taking and how it is being manifested. I see the anthropological value of how my relationships were built and what this might mean in terms of ethnographic frameworks, but I can also see how web designers take that same information and organize it as visual documentation. Â Simply two different ways of organizing the same information. However neither necessarily made to be viewed or consumed by the client/participant, or need translation in many instances.
While many user-centered designers preach direct collaboration in the building of their documentation, for this particular project the collaboration was in the discussion and my involvement as a volunteer. There simply is not the time to create and discuss each section of the website, as the shop needs to continue to run. There will certainly be a rapid iterative process, as I get the basics done and show the work for revision or to be “okayedâ€. Again, volunteering/participant observation and contact through email will keep the lines of communication open so not having to depend on precise scheduling which is not possible at such a busy place.
*not sure if personas or user-journeys are necessary for this project???
At this stage in the process I feel it is time to do the first iteration in the site updating and redesign. First I would like to create the new areas and pages for the site to get a handle on how the previous designer set everything up, and then make sure that all content will fit appropriately. Then I would like to actually write the content and get it approved by Thor and others before putting it online. After it’s online it can be edited to deal with any new changes. Etc…
1st Site-map: druid_sitemap
Tags: designer views, Nonprofit, relationship technology user, ucd, web design
Posted in Anthropology, Druid Cycles, Nonprofit, research methods | 20 Comments »
Monday, June 7th, 2010
Date of Event: June 3, 2010
What: Apps for Good London by CDI Europe: Monthly Networking Drinks
Who: Apps for Good : http://appsforgood.org/
Where: Las Iguanas – Spitalfields Market
What happened:
Tonight I attended the Meetup Group: Apps for Good. An amazing organization that does this:
Apps for Good is the new programme by CDI Europe where young people learn to create apps that change their world. During April/ May 2010 we will be running the first prototype course at the High Trees Development Trust in Tulse Hill/South London and envision to expand to four other locations in the UK by the end of the year. And Rodrigo Baggio, CDI’s founder, wants to see 50 CDI Community Centres in the UK by the end of 2011…
Quite impressive I must say, with a great following of people helping to get the project off the ground.
Received quite a bit of good information, apologies for the disjointed thought process, but going to note point by point:
-       Language: A small conversation began surrounding the fact that: “Language is impreciseâ€. Often, for successful interdisciplinary communication, or in this case client-designer communication, participants either need to use language that resides in one of the opposing systems or to find a point of convergence that allows for more fluid understanding. To what level then are web designers responsible for educating their clients?
-       Terminology: The term “emerging markets†was used at some point in the evening and appears to be quite popular in the web industry. I realize that the world is yet to find a term that not relative to the USA, Britain etc… but better suited would be a term that does not directly imply a move toward the capitalist market system.  I am certainly not against the use of technology in populations where there is less exposure, but it would be preferred that technology be developed as a result of research done for a specific location and need rather than imposed.
-Â Â Â Â Â Â Â Agile Definition: Another definition of Agile development for comparison: reducing risk for a project and letting client and others know that changes are allow. Reducing stress as a whole. Setting priority at certain junctions, but being flexible.
-Â Â Â Â Â Â Â Nonprofit Web Designer: Spoke to my first female web designer! And she was fantastic. A large portion of what was spoken about had to do accessibility and a comparison between her work with larger corporations and nonprofits. For larger corporations would not make their site accessible until they knew that the time put into such a task would also increase their revenue. Therefore, until this was assured and had moved through the hierarchy to be approved by all the correct individuals, nothing could be done by her as the web designer. And of course in the end, greater accessibility does mean great revenue. Nonprofits on the other hand, do not usually have the same hierarchy that would limit web designers from making the site accessible, they normally want an accessible site because it fits with their ideals (Digital Inclusion) and generally there is just greater need to reach as many people as possible. It was also for this reason that working with nonprofits was a positive experience for her. Being allowed more freedom, but being driven by the ideals of the nonprofit makes the process of web design more pleasant. Not to mention, that when working with a nonprofit often times any labor time that you can donate is appreciated whether or not you able to create exactly what planned.
-Â Â Â Â Â Â Â Wordpress and Nonprofits: This web designer stated she also uses Wordpress because it is just best looking and easiest thing to get up and running. A common statement for sure among web designers. Following, CMSs are useful because themes are built to be compliant, again allowing an organization to reach more people across platforms. She stated without following set standards, communication eventually does break down.
-       Documentation: For particular nonprofit sites, she did go through some processes of wireframing, but alterations in templates are relatively easy to make as well. Previous web designers have also stated that they bypass a lot of documentation because Wordpress’ basic installation allows one to organize content easily before implementing the theme.
-       Nonprofits + Agencies: She has seen nonprofits go to agencies for websites and what is given to them is a cookie-cutter site that is fast and easy for the agency, but lacks commitment to the nonprofit’s cause or needs.
-       New App: Also found out that there has been an app developed that automatically makes websites accessible and works with variety of screen readers etc… thus relieving lazy web designers of the work it takes to make the site accessible. Link anyone?
-Â Â Â Â Â Â Â Open Source: I also asked at this Meetup whether they agreed that a lot of corporations distrust free software and there was blanket disagreement. This is in opposition to the answer I received previously. Both groups of people were developers and designers. The group agreeing were individuals involved in the creation of an open source CMS, the group disagreeing were quite mixed. Not sure.
-Â Â Â Â Â Â Â Value Chain: One member of the Meetup also brought up an interesting point about where people and data fall in the value chain. It is not until someone is able to make use of data, to build an app etc., that the data actually becomes valuable. It has then been given a use-value that can be exchanged at an entirely different level and possible even for something it was not intended for. *Would be interesting delve deeper into the movement of data through the market.
-Â Â Â Â Â Â Â Sustainability of technology: The same member also stated he is facing the issue of how to make technology sustainable and accessible in order to allow continued use of the data gathered by his organization. If funding is cut, then technology must be easy to use and maintainable by the greater community. Â In replacing community with nonprofit, the same value applies. How can web designers implement a sustainable technology that allows nonprofits to maintain their website (their data and information) cheaply and easily? To provide ownership?
-       CDI: The goal of CDI is was my initial goal when attempting to figure out my research project. To find an issue and then use technology to solve it. In the end, my current project was more feasible, as I do not have the technological expertise to build the necessary app., plug-in, software etc. In my master’s next year in Human Centered Design and Engineering I will have a chance to work in a group where everyone has a different skill set to bring to the table. Making such a project possible.
Points I am not sure what to do with quite yet:
-       One of the participants stated that, “technologists simply learn to fix problems that they create themselvesâ€. I realize this cannot be taken at face value, but does remind us that user needs, while currently often in the forefront, are not the only factor driving innovation.
-Â Â Â Â Â Â Â Work acceptance? The meaning of this is on the tip of my tongue. I know it was explained. Anybody help me out? Roles of client and designer? Is it relating to scope creep?
Links to check out:
CDI – http://cdieurope.eu/
Our mission is to transform lives and strengthen low-income communities by empowering people with information and communication technology.
http://www.itforcharities.co.uk/
IT resource guide for charities.
To be “The UK organisation that has the most impact on how Civil Society organisations can exploit the technology resources they need to improve their effectiveness, achieve their aims and, in turn, improve the lives of the people they serveâ€.
http://mulqueeny.wordpress.com/
Bio Co-Founder Rewired State & government-y type person. Sadly passionate about: Transformational Govnt, Smarter Govnt, Data, Power of information, Geeks.
Rewired State runs hackdays where developers show government what is possible, and government shows developers what is needed.
http://www.ordnancesurvey.co.uk/oswebsite/
Ordnance Survey is Great Britain’s national mapping agency, providing the most accurate and up-to-date geographic data, relied on by government, business and individuals.
CMS/website publishing software
Tags: cms, designer views, expert model, Nonprofit, ownership, relationship technology user, ucd, web design, wordpress, workflow
Posted in Meetups | 165 Comments »
Sunday, June 6th, 2010
Interviewee: Toon – audio file too large to upload. Need to edit.
Location: Brussels, Belgium
Duration: 50 minutes
Date: May 17th, 2010
*Okay to put audio and transcription and name online.
Job title area of expertise?
Normally web designer
How many years have you been in the industry?
Since 2000, about 10 years
Do you work mainly as a free-lancer or in-house?
In-house
How if at all would you label your workflow in reference to your current position?
We don’t use any formalize workflow system, so I guess you would classify that at waterfall, with some agile projects depending on the team. But it varies.
What % of your web design projects, either personal or professional use Wordpress?
Um, you mean like completely new projects or projects that are underway, because as an in-house designer a lot of my projects involved updating and adding new stuff to existing sites. When you are talking about new websites, it is probably 80-90%, when you are talking about everything its more like 50/50 of even less.
And for those projects, is there a type of client you use Wordpress with more often or are you mainly dealing with your in-house position right now?
*should have asked about past projects
I am mainly dealing with my in-house position now, but we have a varied field of websites, so we lean toward Wordpress for most new work now, unless it is very different from something remotely resembling a blog. Which I mean you put articles online and they have a date and images and they are in categories and tags, so for example for a product catalogue or something I would maybe not use it, for a calendar system I would not use it, if it just the calendar system. If there are really a lot of users, like 10,000’s of them, we have noticed that Wordpress is not the ideal solution. That might be a concern there.
Could you tell me the name of the government organization that you work for and the type of work that they do?
Well. The entity I work for directly is called Klasse, and that is an educational magazine that is controlled completely by the Flemish ministry of education. It is regionalized in Belgium so there are two ministries of education, which is my employer.
And what is the goal of having the website?
The goal of the website has to be framed in the general goal of the project. Which is to promote active citizenship and to do that via teachers and students and pupils and parents. Â Sort of a combined approach there. There are magazines and the website are also an aspect of that.
How did you become involved?
Well, I applied for the job really.
Now, you built the entire site correct? Or with your developer that is?
Well there are two of us, me the designer and the other being the developer. So there are two people technically building the site. In a technical sense. Um there is one website that is also part our entity which is still hosted and managed externally, but most of the sites we build internally, and of course everything content wise and putting stuff online and strategy is sort of a shared responsibility between us and technical experts and ? as halfway between technical and content and strategy expert.
So I would to hear about the workflow from your perspective on whatever part of the site you would like to concentrate on. Â Or the entire project if that is easier for you. If you feel comfortable speaking fluidly about the process from start to finish you can do that. Or I can also provide markers for you or interject whenever I feel the need.
I will use our website for parents which we are redeveloping. Well I will start out with a bit of history. When I started with Klasse, before that there was no in house technical web development or design team. It was all done by an external company with whom the relationship was rather not on the best terms at the end. So they decided to in-source that activity and that is why I a started there. And in the beginning it was very difficult for everybody there to go from a model where you brief an external agency and two weeks later they come back with a solution and working in a constant state of flux where sort of everything is up for debate all the time. And now with the redevelopment of the parents website we have taken well the first started there my main battle with was with that ancient culture of briefing and then forgetting about it. For 2 months and then coming back with remarks now we are really really developing it in a dialogue with the editors of the magazine and with all sorts of people who are responsible for the content. And what the site should be and who it should be and what it should not be. And so not it much more organic process, and it is also um because we are using Wordpress now and we were not using Wordpress the first time around we can now so to speak we can now put up a test version of the website in about 5 minutes with the default template. We can just whip up some categories and add a plug-in or two and have something that resembles a website. And then they can start experimenting with it and give us feedback bout the things they like and the things they do not like or don’t understand. Whereas previously, much more mockup based process, where I would create mockups very conceptual wireframe wise or more graphically to explain a lot, like this is going to work like this or that, whereas now the graphical fidelity of the website is established later on, um but the functional aspect of it can be tested much earlier. So they can get a feel of how content interacts with each other and get a feel for how you can link stuff via categories or tags and how certain systems and plug-ins work because it is much easier to test this time around than it was when we had to develop everything in house. We developed our backend interface, that was something that the developer took from his earlier jobs, so some old cms system that we adapted throughout the years, um but that meant we had to , well we were flying blind, um we established some parameters and some functionality requirements and then the developer would start developing till it was finished and that was it. There is now because we use Wordpress we can focus much much more on the details of the functionality and the process is well we skip a few steps, so to speak, whereas is in the previous workflow, we built a website, and then we sort of saw what was right and wrong about it, but we were stuck with it because it was finished. Now we can adapt it much more. Also because Wordpress is of course is a flexible system because it is built that way. So things like categories and navigation stuff like that and widgets and sidebars it’s all built in, where previously that was all hard coded and much much more difficult to adapt it.
Um that is the difference, but basically the workflow still starts with a briefing with the editing staff, so the chief editor, and anyone else who is responsible for the website, something like that, and then um we basically what I do, is I create a graphic design for the look and feel of the site, and alongside of that I create a wireframe mockup, of the functionality and sort of a layout there the different content areas are going to be. How much space everything is getting, how if there is going to be a header image or not if there is a search or login forms, or subscribe forms and the whole page or somewhere else, 2 or 3 sidebars and columns that sort of thing, that is all in the wireframes, and I also do a very detailed graphic design very early on, just to make it real for them, just otherwise they get stuck in this sort of abstraction and they don’t really understand it because they are not graphic designers. So they, I use Ah, I don’t know if you know Balsamic? The mockup tool , yeah it’s a fairly simply air based mockup tool. And um they output looks very sketchy, it looks like it is sketched. And this is an advantage because then they know the site is not going to be shades of gray, and it just a design. But still they have trouble visualizing how it is going to look. So I find that it helps to define a visual style alongside of that. IF it is going to be more playing or more cool and clear or you know. That sort of thing. And that is sort of the workflow that I have established throughout the years I have been there. It seems to work, because people find every project.
Did you complete any research for this projects in terms of what the organization wanted to do?
Yes, but not to the extent that I wanted to. Um, well first of all there was a very big study done by the ministry of education about all the communication channels that they used. And ours were among those. But that was with a marketing focus, with focus groups and things like that. So a lot about the magazine, so it was really not about the functionality or usability of the products but more about sort of the grand experience if you want to call it that. And then we early on did some card sorting tests
*need to look up card sorting mentioned in a lot of interviews, for more indepth understanding.
Because we noticed that the information architecture of the site was not really ideal.  It is also very much a mixed bag of things. It is not a simple purpose site, it is all very complex, not like it is a shopping site, but it’s a mix of all that. And I would have liked to follow those up with testing mockup and stuff like that. And someone there was wasn’t really time and there wasn’t really, well it ended up being on my sole responsibility and the editors and content people didn’t really care because they just wanted their stuff on the website. So that sort of got sidelined. Now I am probably going to test the finished visual version of the website with Usable, I don’t know if you know that, tool, online usability testing tool, very basic , it basically means you upload an image using a screenshot of the website, and you can link a number of questions to it. Like where would you click for information about bullying and then people could click on certain areas of the website and people can add their comments. And then the result is a report with basically a heat map of where people have clicked, but also where there mouse cursor has been. So that is pretty useful. It is not as useful as proper testing in the lab with cameras and eye tracking and everything but ah but the priorities in the organization are not that they are going to do that. So that ?? but generally, I am going to say I am pretty happy about how Klasse engages with readers and users um, a lot of people are in classrooms all the time. I am talking with parents all the time, I am in contact with teachers, it’s not like we are an ivory tower, we have a lot of contact with our target audience, we track statistics, we are fanatically about that, so we have some extra information and feeback that I would like on a really technically and usability level, or information architecture or whatever, that we are not getting, well it is just me, I can’t really pull that weight all by myself. Just doing what I can.
How did the organization decide on what would be the first round of content for the site?
Do you mean the site I am developing now, yes the parent’s website.
What do you mean?
All the articles and things like that. You said that editors contribute, but how did they decide what they would be writing about etc…?
Well the site currently exists, so it is basically the content that is on there right now. Minus a few things that are not achieving the result that was hoped. They are basically going to focus on a few areas but it means they are eliminating content from the old site. Not creating, well of course they are creating new content, but not creating new types of content or new categories or something like that.
Then can I ask how they decided on the content for the old site as well?
Ah statistics and priorities. So for example there was an area there on the website where parents could post their own examples of how they as parents participated in the school of their children. So by organizing bicycles pools or organizing fundraisers, things like that. There was an area with those practical, good practice examples things and a form to submit their own. And they noticed that A. It wasn’t really used that much and B. it was also the quality of content submitted was not that fabulous. So they considered completely removing that whole platform, because that is what they called it from the website, and they are keeping examples of good practice but now just providing an email link to submit your own and they are integrating it into the rest of the content as news articles or as something like that. And that is based on the quality and the quantity of the input. There was also a section on the site about all sort of education offers for parents, but really a basic things like dealing with anger management or dealing with adolescents, that sort of thing. And they are also removing that completely from the site because they offers weren’t as many offers for those sort of course, and they couldn’t check the quality of it. So by putting it on the website it sort of implied that it had a government stamp of approval and that is not always the case. So they decided not to do that anymore. And it is sort of not a priority to do it.
You also touched on this a little bit, but at what points in your process of your new site, did you seek approval for major decisions, and who were you seeking approval from?
Well I asked very early on for a single contact, that is bit extreme, but a single point of contact. From the magazine people, or the content people, because in my previous experience the past 3 or 4 years. Um it became apparent, if you have 2 or 3 people who can decide then they either have to agree all the time or you get conflicting signals and it is very time consuming to go back and forth between decisions and the whole argument thing, so they appointed one editor who was responsible for the website basically and how it looks and feels. And she is the one who approves my designs and my solutions for issues. And at more or less regular intervals we have meetings where we show her the progress and show or sort of explain, and because we are working with Wordpress of course we try to use as many things that are already in the community, in terms of plugins and well not themes, but readymade stuff that we can use. And we try to limit and avoid hacking the core, and we also try to limit developing our own plugins and content. Because we want to minimize that. So for example they have polls on the website and sort of like personality tests, and there are plugins for that but they are not 100% the style of the thing that was on the old website. We sort of install a plug-in for her and ask, is this okay? Do you really want it exactly like it was and you know 9/10 it an okay it is fine. Because we are on the same, we have this sort of landscape office, we can constantly discuss ideas and make things go back and forth, it is not a problem, we formalized these sort of regular meetings to show the progress, but you know, there is not really a regular schedule we have a lot of stuff done, would you like use to show it to you, and you know okay, it will just talk half hour for the meeting and that would be it. Um what generally didn’t do was mail stuff and then get feedback form them It was always face to face and that seems to be the preferred approach for everybody concerned.
Actually is there anything else about your relationship in the office that makes things go more or less smoothly in addition to working in house together?
We have a lot of autonomy in terms of the technologies that we choose, we are actually in the buildings of the ministry of education, but um in terms of organization we are separated, we have our own um terms on conditions, so we have separate status as a separate entity, but I have a lot of meetings from the mininstry of ? Sources and sort of stuff? What I notice is what they get is, they have a lot of hierarchy and in the hierarchy they decide you are going to use expression web or site point or asp or you know any sort of technology and then they have to work with that. We as developers or designers, basically we get a briefing for building the website and then we build that website. We even buy our own, or rent our own dedicated servers and that sort of stuff, we are completely autonomous and that well on the one hand that is its very time consuming, like when you have you deal with the hosting contract do all that sort of government procurement and administration things, the whole bureaucracy, whereas the people upstairs, as we like to call them, don’t have to do that, they just get a server with very limited access, we know they just get it, they don’t have to go through the whole process of ordering and building it themselves, um on the whole I think it’s a real advantage to be autonomous like we are. And I have a lot of personal experience with Wordpress and I have brought that to my professional position and I also think that is a plus that I can do that for, it could have been the case that that was simply not possible, because the person responsible for deciding the platform was someone maybe never even spoke to or never got to see, which is the case for a lot of people in the ministry.
Sort of following from that, are there any other aspects of your workflow that are specific to the fact you are working in a government or nonprofit type of organization?
Mainly the financial side of things and the human resources side of things. We can’t just order anything or buy anything , well you can’t do that in a private context either, but in a public context , you have got a company, a budget and you can basically spend it how you want to as a company, whereas we are a separate entity, but still have to abide by government rules for everything. Like for example web hosting, we have to write down the specs very specifically before hand, for this sort of server and type of hosting contract we want. There are rules about the type of services that we can buy. For example it’s a problem to buy stuff overseas, mainly the USA, I don’t know if you know mail chimp, the mailing lists or emailing company, they are basically, or they have a website where you can post your mailing list system, and then you can send your email out to 10’s of thousands of people. You get statistics, like click rates and open rates and things like that. And then it costs a certain amount per email sent. American companies where everything is in dollars, we seem to can’t buy from them. I guess technically we can, but it would be a pure credit nightmare to do it. So that is a limitation. We also cannot just hire and fire people like private companies could. We have got most people there are um civil servants, so they are, it’s not like in a private company where they if business goes up, they can hire more people, very good example of that is that we have a service, an international teacher’s card that every Flemish teacher gets that is about 200,000 people, and this card gives them discounts and they get educational advantages in museums and they can get in free, sometime even. And in the beginning , 10 years ago, I wasn’t there back then, there were maybe 10 museums and maybe 50 shops that offered discounts, and now it’s, they publish a brochure every year, and the brochure has turned into a book by now, and hundreds and hundreds of companies, but the amount of people working on that system, is still only 3 or 4 people, and that can’t change because we are not a commercial company, where every extra customer, or every extra partner brings in more business or more money, it does not work like that. We get a budget for making that card, and that is it. If it is successful, then in some ways it is bad for us. And its like that for everything, even for the websites. We’ve started putting a lot of video on the website, video that we create ourselves. And the more successful it is, the more money it costs us, and but there is no money coming in. so it basically means we have to save on other things, because we are paying for bandwidth. That is sort of a sweet/sour situation, and I think that is very specific for government and also nonprofit in some contexts where you can victimize your own success, if you success is not monetized directly, like it is for commercial company.
How if at all do you offer instruction on using Wordpress to other people in the organization?
Well one of the advantages of Wordpress is that there fairly little need for that. For people to get started. What I do give sort of hands on explanation right next to them at the desk, so I don’t write out a manual, because nobody reads it. When you write a manual people maybe read the first paragraph or the first page, then the log in and start hacking away. So I prefer to be accessible for advice and questions and just give them a few tips and pointers and let them figure out things themselves.  But that basically how I do it. But that I one of the advantages of Wp is that you don’t have explain that you have to upload an image into library and then you have to copy the ID or something like that. It is very simple, you get the basics, there are a few quirks, a few things that you have to know, but its very limited.
There are any other features of Wordpress that specifically affect you workflow? *talked about above
Um, the fact that you can get a site up and running very fast, the fact that it is free, there are a lot of plugins, a lot of high quality plugins’ even. I think that is something that is underestimate in that inside the back is very user friendly right outside of the box. You don’t have to install any Wsiwig plugins, or helpers for people to create their own content. Non technical people can get to grips with it very easily. And of course if they want to start embedding youtube videos and stuff like that there is an extra learning curve involved, but its no way the level of complexity that for example Drupal has, which I have also used, but that is much more complicated. And way more powerful I guess, but who cares if your editors can’t update their own content.
Are any of those factors specifically good for nonprofits in your opinion?
Well since nonprofits and that sort of organization, you get a lot of one man band situations where someone is responsible for absolutely everything. And it makes their life easier if they can use a backoffice that is easy to use and they can put online quality content that is accessible and usable and looks great. Without much effort as the system does a lot of that for them. And I think that is very helpful, that you don’t need a technical IT support department to simply use the backoffice. I think that is one of the even updating the website or updating the core to the latest version is a one click thing, so as long as you give someone admin rights, they can do it themselves. They can even download and install plugins if they know FTP, it’s a fairly simple process, it gives people a lot of power to manage their own presence on the web.
As a side question, are you familiar with user-centered design or design ethnography?
I am familiar with user-center centered design, but not in a formal academic way. And design ethnography, no, does not ring bells.
As far as user-centered design then, do you have an opinion about its use in web design?
Umm hmmm. Well Opinion that it is essential. If by user-centered design, you mean that you should start from the user in the design, process, is that what you mean?
Yep.
Yeah I think that yeah, it is increasing becoming apparent that it is the only way to build anything, not just websites but anything. And websites are a bit late to the game on that. So it’s been a factor in the design of cars or lawn mowers or anything like that, but websites for a long time have been approached a bit like magazines or books, well that is a wrong approach and I think that statistics show, sort of show the growing importance of the usability field and have taught everyone that it is essential. That as website is as user-friendly as almost any tool, websites I many cases are tools, as much as a magazine, and I also we also have our print designers in house and they sit right across from me, and I noticed that they approach things different because they design for print medium, which is much less interactive and much less used as a machine interface, but more like a consumed medium. And that they focus on much more on the purely aesthetic of the whole thing, and I focus more on the functional aspect of everything. I used to do that like everyone else, designing a pixel perfect thing designing in Photoshop and making html out of it without ever speaking or thinking about an actual user. Um I think everybody did that 5-10 years ago, well not everybody, but a lot of them. Whereas now, I read something online a few weeks ago, that when you are designing a website you should basically start by coding the html and writing a structure for the page of the site. I think that is a bit extreme, but that is generally the way you should do it. It should semantically, it should be about the structure, the functionality, should be about the content and making sure it is relevant. There is a lot of this in Photoshop type website that uses filler text for everything. Even titles. And then you get websites, even earlier today, I saw a website that was for a publishing house that publishes books, and the original idea for the website was that people would be able to buy their books on the websites, but also books from other publishers, they happened to see in their physical bookstores. But in the end that turned out it was too complicated, so you can only buy their own book on the website, and the result of that is that they have this whole part of the homepage with recent releases like 5 or 6 most recent titles, and the final three of those are more than a year old. Whereas if they had started the right way, and said okay we are only going to sell our own books and we publish about one book every 3 -6 months, so we only have to put on recently release on the home page. That sort of reasoning, that is completely absent from someone who designs a website and says just give me the content later and I’ll build you a template. I think it is also a problem with a lot of the default Wordpress templates that you find online, are only usable for very run of the mill blog type sites. And as Wordpress is moving towards a CMS type system that is going to be an issue.
Are you seeing movement in the Wordpress community towards building designs that are not so directed toward the blog platform?
I don’t really monitor that aspect of the Wordpress myself; because I am a web designer I rarely use templates. I have one or 2 times when I was basically advising other people about their website, but generally I prefer to build my own templates, because it is always more flexible more close to what the site needs to be.
What do you think about the idea that web designers have more responsibility to nonprofit clients in terms of understanding their end goals and users?
You mean more responsibility vs. a more commercial client?
I don’t think the case per say but I do think that is the case in the practical sense because nonprofits are usually strapped for cash, and are usually smaller or more like a small scale organization, and they don’t have tend not to have a marketing department or business development department and sort of commercial organization that claims the whole customer focused side of things. Whereas in a nonprofit situation in end, that becomes the web designers responsibility to a large extent, with the interests of the user. Where in a commercial company the interests of the user are not guarded by the company, so they can loose money with the website and they tend to pay more attention to that themselves in a good or bad way.
…interviews about me getting an idea of what people are thinking…
What is end result of my research…give explanation here…
……actually that is one of the reason why I work where I do right now, I used to work for an advertising company and you get a very detached client relationships there, it’s you build a website that is all very formalized, whereas now first of all I am in sourced, so it is different, but also every now and then I find myself , writing content for the website or newsletter and find myself participating more in the whole project, like recently we went to a music festival as Klasse, and I also as volunteer I was there to talk to people who visit us, answer their questions and ask them a few questions about how they felt about the magazine and website. And actually that has grown on me, and you get drawn into, I think it is unavoidable. It’s more, whereas if you are building a site for a soft drink company you don’t really care about the soft drink usually, and now it’s more personal.  And some people hate that because in a sense they just want to make really great design and they don’t really care who it is for, and I think that is a talent, I think to make something that is good, and functional and answers the client needs. About really caring about it. Whereas I like what I do now better, but understand how a lot of people think that it is because you are really putting the user first it’s not always the most cutting edge design, it is not the sort of flash site of the day kinda stuff. But I like it more, and I understand what you are trying to do.
Tags: cms, commercial, designer views, Nonprofit, relationship technology user, web design, wordpress, workflow
Posted in Transcription | 52 Comments »
Sunday, June 6th, 2010
Interviewee: Simon Nixon
Location: London, England
Duration: 50 minutes
Date: May 20th, 2010
*Okay to put audio and transcription and name online.
Could you tell me what you use as your job title or area of expertise?
My current job title is user-experience architect, and my area of expertise is user-centered design and project management probably. I haven’t done that for awhile, but it is definitely there at the top??
And how many years have you been in the design industry?
I did my first site in 1994, so that would be 16 years. It’s a long time.
Do you work mainly as freelancer, consultant, or in-house?
Totally freelance now.
How if at all would you label your workflow in reference to your current position or projects?
How would I label what?
How would you label your workflow if you were selling yourself to a client?
Oh the kinds of things that I do?
Yeah.
Goodness me. It’s funny enough because someone asked me this recently and I managed to get it all onto one side of an a4. The whole kind of offer, what is user-experience, so maybe I should share that with you at some point, so you can take a look at it. *email for document
I deal, as well as typically, the normal type of deliverables that you get in UX, personas, user-journeys, ? analysis, wireframes, whatever it is, the other thing I tend to get asked to do quite often, is to gather requirements for clients, in work by courtesy of a bunch of workshops, so when they kind of have had enough of the traditional BA, functional spec route, they might say, is there another, way, I will say, absolutely. We will identify your audience, and then just build everything for them. That sort of thing has been happening quite a lot recently.
Sort of repetitive, but in your own words could you tell me what user-centered design is? And why and how you use it?
Well it is really about the user as part of the design experience. Bringing customers into the project, and there are various techniques and ways to do that. Things that I have learned, over the past few, many years. And it’s very much the opposite; to we’ll say the board that decides to make all the decisions themselves. We get clients to stop designing for themselves and start designing for the customers, so if it doesn’t involve customers, in anyway shape or form, it is not user-centered. If somebody just says, can you design that interface? Sure I can do that, but it’s not user-centered. If somebody says, can you analyze a key bunch of journeys, I can do but it’s not user-centered. It can’t be user centered until the users are in the center of it. They have to part of the process. That is my view.
Does that mean actually customer participation?
Both. Clients and customers. I have clients come to workshops and I give them pencil and paper so I get them to draw stuff, and just get them to engage with a different way of working. And then obviously customers, focus groups, usability testing, interviews, questionnaires, whatever it is, just get that input, get that customer input.
Why do we do it? If don’t do it, then you are usually guilty of ignoring your customers.  So no business ever wanted to do that, even if the purpose of the business was just selling very, noncommercial or community based information, there is always a customer, this is always somebody in mind, even if you are anonymously sending out, you still want somebody to read it, and it is about having those people in mind, and doing whatever you are doing, for them.
There is possibly, I did an arts degree, I am not an artist, but I did an arts desgree, and there is probably a bunch of people I know from the early 90’s who would say about art for art’s sake. What about producing something with nobody in mind but yourself? And I know I worked in the music industry for a long time, and I know that there are a lot of musicians who work that way as well. Who don’t think about their audience, so again, we’ll put those in a special box, but for everybody else. There is a customer.
I don’t know, you said you have worked with nonprofits before, but do you have a specific experience that you used user-centered design with a nonprofit organization, or community type org?
And do you want to speak fluidly about it, or shall I provide markers?
No I can speak. I can always talk. Everybody always says that about me. I went for an interview once and they said I got the record for the longest ever interview…its passion…
The not for profit experience was my first ever website in 1994. It is hardly surprising that I would say it wasn’t very user-centered. This was a bunch a people in Oak Park Illinois, who were trying to figure out how to even build a webpage, and figuring out what a webpage was. So there was nothing user centered about it.
*increase in technology has led designers to thinking more about users? Less pressure in other realms?
It was just us trying to get something up. I got a job there. Because I didn’t have a work visa for the states, so I took on this volunteer position ….And So I got a job there showing and driving people to apartments and showing them, as the community center was about housing equality etc..Trying to have an even distribution of racial demographics in each building. So that was the purpose of that. So was just the guy that drove people to apartments. After awhile, well I said I would like to be a counselor, well that’s just another word for somebody who sits with clients and gets their requirements. So you sit with them and talk to them about what their requirements are, so there is no real counseling involved. Not in the British definition of the word counseling, but it is very personal thing, sitting around and talking about your housing needs. Not if you have got loads of cash, but if you are not wealthy and you have got loads of kids and no husband. This regularly happened. There is a kinda social element to it I suppose. Anyways, so I did that. And then somebody said oh we should do a rebranding project, and so everyone was told to design a new logo, it’s a bit of an urban myth among the people who work there, apparently my logo got chosen, but I think that is not true, I don’t remember that way, I think someone else’s logo got chosen, and I got with my friend here, and said yeah I think I can put it on a web page, and I really didn’t know what I was saying. I just regretted it immediately. Someone I , it was a little bit of , I guess now then probably called it a community forum or discussion board or something, but back then, it was just a list of people in Oak Park who had websites, and a couple did, and I emailed this one guy, and asked if there was any chance he could help me. Out with html and so that is what we did, in a weekend, and then we did a website.
And user centered design for me didn’t really come about till 2004/5, when I had been doing some interface design and more project management and a bit of interface design, but I started to, I went into an organization where the opportunity to test real users was about, so that is when ? started to change. About six years ago.
Um between 2008 and 10 a few months ago, I worked at Direct Gov, it is the biggest most visited, it may not be the biggest in terms of volume of pages, but the most visited public sector website in the UK. With I can’t remember how many millions of visitors per month, but it has got a hell of lot of citizen facing content, as they call it. They are a very user centered organization, the people there before me, preached the benefits, so I just rolled in on the back of that wave and carried the delivery in?? So I was hired as a practitioner and then became leader of the team, and manager of the whole team. So it was our job to design citizen facing content and functionality that let people, ?? and you can’t do that unless you are user-centered. So I worked with departments, like HRLC? The tax people and MOG, some part of voluntary sector?? And things like that. All sorts of things.
?? Recording fuzzy??Who are you working with now?
Actually working with Stereo?? The technology supplier for Direct gov. But that is relatively coincidental. What they do is Smile. Co. uk banking site, the co-ops banking site, they do the police service sites, and I think for one client, they have got 500 developers onsite in the client’s office. And they will often spend in excess of a million pounds just on the bid process for winning a massive contract, to give you an idea of the resource scale and the size of it. I think we have got 19,000 employees and two major develop centers in India. Big. Biggest company I have ever worked for, by a mile.
So there is nobody in there, who does user-centered design. I am the only one. Â So there are 18,999 technical people, and me.
Are you able to talk about a special issue in your direct.gov project that you used user-centered design for? What kind of methods you use within it as well.
There is one that springs to mind straight away. So inside of MOJ, the ministry of justice, they still working on the project, so I will have to talk around it, because it is not live, K, so they are developing a service to help people who go to small claims courts. A lot of people go to small claims courts that arrive with the inappropriate information, so they are in the wrong part of the process to even be in the court room, or they don’t really understand what the concept of winning even means. So there are all sorts of information and education problems that the MOJ face. Giving to people before they get into the court room, Gonna speak slower now, so I can think about what I am saying before I say it. The requirements were put in front of us, and the solution was also put in front of us, because they had mapped out a solution and they extended all the way around the room, where we stuck the pieces of paper on the wall, that was just one of 14 journeys that they had mapped out. So, to say a lot of paper would have been understatement of the year. It was factually correct, and it was legally correct, and it had been signed off, but there was no way it was usable. It was just ridiculous. On paper, even in the room, and being told, and talked thought it with somebody who had been on it the last year or two, it still didn’t make an sense to us. So we decided to try to get them to consider that they might need to redesign it. 14 times around a meeting room took a long time. That means that the client spent a lot of time developing this approach. When 2 blokes walk in and say change it, they are not immediately going to say, oh okay! Oh yeah fine we still just chuck it away and start again. So I would say we had some stake-holder management challenges would be an understatement of my career. Some challenges and some challenging people, but we, so initially they were very resistant to change, and when I say very resistant…quite brutal. So eventually we managed to get them in a situation where they could talk to us, and we decided to try personas as a way of engaging with the idea.
Can you explain persona?
It is an old marketing technique, in the advertising and marketing world, to create a one sheet snap shot of an individual. Who represents your target audience? Their photograph, their name, income, demographics, social background, education, family status, employment history, quotes they have told us, or made up, their actual story, internet usage, tech saviness basically, their favorite websites, what their goals are and we also embed the business goals in the persona as well. So what the business is trying to achieve, so when you look at it you see a person, and they are very real. And the more you write it, the better you get at making them real. Now sometimes we get given massive documentation, we build the personas from what we see in that documentation, customer insight is what it is generally called, stuff that a business knows about its customers, they say what would you like, and we say well everything, and a guys turns up with a wheel barrow, and tips a load of paperwork on the floor, and we usually, produce on average around six for any project.
So in the case of MOJ we actually went to courts and hung around outside the courtroom and interviewed some people who were going in. So some of the personas were created from research and some were reading documentation. Some of the research done where we visited people we had met?? When we were done, we had a bunch of characters, and two of them stood out, so we presented those to to the client, and they really liked it, and they got it.  And about three meetings in after that, one of the personas was called Dean. And the client said, What is that piece of work on the table and turned to us and said, Dean won’t be able to use that. And we had that little knowing moment of knowing they have arrived. They have arrived at the place of not designing for themselves, but thinking about their audience, it is much easier, If I said, think about 20 year old males, who are fairly uneducated with nearly no income, and describe them in a generic way, that wouldn’t really work as well as thinking about Dean, and you knew Dean, with a paper that had everything about him and Photograph, and suddenly the whole picture comes into your mind, that is why a bit easier to use than just customer data, or these are our marketing segments, okay very interesting but I am going to turn these into real people. Because marketing segments do not use the website, real people do. So they have this little moment, the light bulb moment, and that is what you are looking for, you are looking at the clients, and in meetings we talk about them as if they are real and put them up on the wall. And we start every meeting, even if it is just regular status weekly check point meeting, we always put them up. We just put em up and it just irritates people sometimes, and we say there, that’s the customer. Well it’s just a check point meetings. But yeah if we branch out, the project, we forget about the audience. And once we have done that we went back and looked at their 14 journeys and realized they were not usable for the personas that had been created. And then we can start the process. So really what you are looking for is for them to say that is not usable, maybe we should change it as opposed to me going in there and saying that is not very good, you should change it. So you are looking for that moment for them to have the light bulb, like upper management when you work in businesses, just get your boss to think that he thought of your idea, because it’s more likely to travel if he thinks it was your idea. You just remove yourself, and have a little moment to yourself, you know it was your idea, and then just let him run with it. A little bit like that you just want someone else to think it was their idea. So yeah, or it I may be that the client does not have any requirements written down, they may have traditionally, done things in the board room, decisions have always been made in the board room, I mean, that is where the decision has been made. Talk about in the board room, then let’s take those ideas and put them in front of users, and record what people say, and we’ll play it back to you and see if it was a good idea or not.
How much education do you give your clients on user-centered design before hand? Or does it normally go like that- what you just spoke about?
SO we have designed, and I saw we because I work with another guy, we also work with a bunch of other people as well, contractors we bring in every once in awhile, and there is one guy in particular, ???….so what we have done, is we have designed, a one hour , 2 hour, and half day and full day workshop of how user-centered design can benefit, the organizational needs and we even trimmed the one hour one to 40minutes the other day, we did a presentation at an event of about 70 people and we only had 40 minute slot because they want 15 questions from the floor and a 5 minute changeover, so we had to condense, UCD light, so we have different levels we have created, the one hour version is just us talking and the 2, half and full day are where we get a piece of paper out and pencils and we get people to do stuff. And some of those we do in businesses on their premises and offices and next month we are doing a paid version of it, with a partnership with another company, they are doing a half day on Google analytics and we are doing a half day on UCD and people pay to attend, like a proper day’s training, so we are very much focused on making sure people come out with something tangible, I learned this on that day, as opposed to use going this is what this is all about, and that’s great but you come and in and do it for us, but if they are paying us money they need to take away something they can use. Over the last year or so, we have really refocused the longer event to make sure they absolutely guarantee they have something to take out, we have bullet points that tell them what they are going to take out from this session.
Can you also explain journeys?
After someone says you can analyze our user journey which we get asked many times, so I looked at one yesterday for a client, and this one, the very traditional, from our home page it take, a very nonintuitive route and it takes 6 clicks to get to some very good content. I found that out, so I went back to them and went gosh, great content, but it’s really deep and terribly hard to find, and you need to redesign the journey. So typically the types of people who would go on that journey are: this type of person would go down this journey so, school teacher as it was, how they are going to find this, we need to design the site with better navigation???. To make sure they can get to the teaching aids. Another type of user journey might be, because this is an education publisher, might an author who writes books, education books. So they use a journey, and the content they want to find is totally different to the secondary school teacher. So we are going to map this journey and make sure the key content is apparent.  And not buried. And that is kind of basic, 2 up 2 down version of user-journeys. Really, the real user journey, that makes it more real, is if I, said to you, do you own a car, if I said to you, I would like you to, so you just bought a car, there it is, outside window, I want you to buy a tax disk for it. A British task disk, so you are not British by birth, so you would know what tax disk is or even where to start. But I have given you enough phrases to get you started. So you have got a specific goal in mind. That is the beginning of your journey. You journey starts with, how am I even going to get this information, what is a tax disk, am I am gonna type it into google, maybe I will ask a friend who has a car. Who is English, and you might say hey I need to get a tax disk, can you just tell me how to do that or where to go. So there are two starting points for the journey. Google very typical, online starting point still for a lot of people, asking a friend, you might just coincidently if direct gov had been doing their advertising, see an ad on a billboard or magazine, direct gov the place to tax your car. Or the tv ad they ran last year that was very successful. Ah there it is, that is what I need. SO then traditional advertising is the art of your journey. You could come up with a few more. So then that is the beginning of the journey. How are you going to start consuming this information? Even a Google search is going to return you a bunch of results on the first page. Do you find the one you are looking for? Is that frustrating??Was it easy to find? Did you get a deep link in? Dropped right into the correct part of the direct gov site? Or was it badly done, and you were dropped on the home page and you were still searching? So you got to the site search etc… that is not very good experience. If you just typed direct gov into your browser then a site search would be fine, totally appropriate, but not after a Google search. So that is the beginning of a user journey. Identifying someone’s goals, not their needs, and analyzing the experience of that journey and optimizing it. And the optimization might be better advertising, it might be better SEO, it could be anything, but the more starting points you get, the better it is. That kind of home page 6 clicks down thing, that is important, but that is only part of it. You might not even get that far. And you might just be calling me asking me can you just do the tax disk. I can’t find it. So, and the later, is often not considered. And they just mean the home page down. And directly gov gets millions of visitors, …..google it to find out.. visitor stats.
Only around 50% of those people visit the home page. So when someone says can you analyze the user journey, if you only do it from the homepage, you are only doing it for half the audience.
But where did the other half go, they are deep in because direct gov is a task based website. I said to one of the directors in direct gov when he asked me question about the website, and I said well it’s a task based site, he knew about that but didn’t really say anything. If you go walking around the office at around 12:30 what do you generally see? I don’t know where you are going with this he said? Okay you see people eating sandwiches at their desk, coke having lunch, when you do that, you typically see the same old websites coming up, BBC etc..Sky sports whatever, I have never in all the businesses I have ever worked in between 12-1 on the direct gov site. Because you don’t just go for a browse around, while eating, you go there with a particular task in mind. For if you are that task driven and specifically know what you want to get out of it, then your Google search is likely to be that specific. So people are getting links deep straight in. And getting those results at the top at google, that is hwy most people miss out on the homepage. Whereas BBC, a massive amount of traffic on the homepage, because everyone starts off at bbc.co.uk, top news etc…what on tv that may be enough, or maybe a couple of stories. Just different behavior. Even in the BBC which is a big old website, and direct gov as well you can’t just look at it and go, and say they treat this bit of functionality like that, it’s all tested etc…we should just copy what they have done, we can’t copy what they have done because their audience is different. But even if it is same person, you, are approaching it with a completely different mindset. Great they have done something and tested it, we will have a look at it, but we can’t just copy and paste it into ours, it just ??.
At what point in the user centered design process do you actually seek approval from the client you are working with?
Like sign off? Okay let’s just answer the question in two parts. User centered design fits into the project life cycle so that is kind of; it fits in quite near the beginning of a project. Typically a project is already started, and the idea is already out there. Some conversations have gone on a few meetings, whatever, and then there is that kind of strategy thing, where people think what should be done and how do we do it. And if we are lucky that is where we get in. We help set the structure, then we deliver blue prints, architect’s blueprints, diagrams, of what we think it should look like then we hand it to graphic design to handle and we are out. We get asked back in the testing stage at the end. That is typically where we are in. If we miss the early bit, the strategy has already been done, then we are usually given the brief, and they say, just design that. We have done all the thinking all the planning we know what we want, just design that. Any opportunity to challenge it. ? Excuse me. Um no. We have already done the thinking we just want you to design. Well that is typically how a long of projects go. Strategy might have been done by a third party and consultancy, the business might have taken it upon themselves, it could be good, it could be bad, or awful, but if it’s done it is done. Sometimes they accept a challenge. Sometimes not. If a standard design gig is available, as we call it, but its generally pitched to people who are a bit junior, or less experienced, the more experience you get the more you get to challenge and ask about the actual project. Are we building a circle or a square? You’ll say circle and I will say square and I don’t challenge it. When you are less experienced you get ….agreement…so there we are up for another project, even if we are not in the strategy bit we are still in design and technical. They are involved looking at what we are doing and worked very well, and it’s been quite collaborative, nevertheless, it goes before that, in a traditional waterfall methodology, it goes before that.
35:46
Um, we are not really talking about agile methodologies here; we are talking about that traditional stepped process. So where we seek approval for our signoff is, really dependent on what we are asked to produce or what we recommend, we produce, so if we are doing a set of personas, and we have the client involved in the drafting of those, but then they need to be signed off. If we are doing analyzing journeys, or competitive analysis, that needs to be approved. Particularly the journeys. When we get down to the wireframe stage where we are building a prototype, then obviously that has got to be signed off. Because otherwise you got major problems when you go forward in design and build if changes are still being made. There is no real point wireframing in the first place. Um, so really we are looking for a sign off with key deliverables. ???
*comes down to the fact not everything can be flexible or nothing would get done.
So user-centered design can be segmented? Sort of plugged in at any point in the process? Or is not really an entire process itself. Is that what I am hearing?
Tthat isa good question. Ask it again.
So user centered design can be plugged in at any point? As part of the process of creating a website, or is the entire process of building a website?
I think it is more the former.
It can be plugged in?
In itself, as an entity, it only gets you so far.
How so?
Well you can’t…for user experience, some user experience people can do a lot of things. But as a discipline of its own it says, what it really says is that you understand your audience, and we are going to show you what they want. We are going to put that in front of you, and we are going to work with you, but by the end of it, we are going to give you something that for sure is going to be used. Used and usable. ……
But it only takes you to that point. It doesn’t, it is kinda like the sort of customer survey, expanded. And it expanded, because it goes that stage further of actually giving you prototype designs and all interpretations, not some guy standing up and giving you a slide pack on PowerPoint, here is your audience and their needs, we go a stage further, and say, and that is what that really means. Things like that. So, but it, stops when we need, in a digital project, when we need creative and technical. But there are some user experience people out there, or agencies, digital agencies that can complete the whole thing. But as a discipline in itself: It cuts off.
What are some of the larger issues that you run into when completing user centered design? Do you think there are any pitfalls to it, things that should be changed? Issues within the process itself that people have not addressed?
Yeah there are lots of things, if you want to critique the industry or the practice, yeah. Yeah there are lots of things I don’t think are quite right, so let’s throw a few of those things out there. Typically we say that if you and I are going to design something, in order for it to be user centered we have got to show, it to at least one person. So, that makes sense, it that person is representative of our target audience. And we get their feedback; it inherently improves the quality because we get their feedback. But if we only do that once, with like 6 people in one round of testing, then we get that feedback, then we have no idea really if what we just did is any better than what we had in the first place, because we only just had one group of people giving their opinions, and you now have version 2, and you need to show it to a similar group of people, not the same people. But similar demographic of people, so you can say hw bout this, but you don’t want to come, and show 1 or 2, you are just going to show number 2. And you are going to ask the same questions you asked 1, and if the quality of the responses goes up then we know we did better in round 2 than 1. It can go down. You can misinterpret, you can make some mistakes, you can go okay we need to go back and have a look at one. So three is going to be more based on 1 than 2. So if you only do one round of testing, you don’t get that iterative approach that you need. So I have started, to believe that when clients say oh yes, we are going to do some usability testing, I‘d say well how many rounds are we doing. Because one round, I ‘d rather we don’t do any. It would save you money and we can spend it on something else. Cause that ….?? Saying that, the more experienced you get, even one round of testing, can give you some information, when you are less experienced, then you need to run more ideas around, …?? It is complex you know; there are factors that mean that more rounds are going to help you. So I tend to think that one round of testing is really not being user-centered. Probably flies in the face of what most people think.
42:33
…
So um one of the key problems that we have as an industry is I’ve met some user-experience people who are, the way to do it correctly is that you have to have an equal balance of what users want and what businesses need to achieve. User goals and business goals. Hand in hand. The client might say, that big ad that appears on the homepage above all the content generates x hundreds of thousands of pounds per year in revenue. But all the usability testing told us that doing an ad above, nobody likes it, and everybody wants to get rid of it. But the fact is, it works for the business and they sell, so okay so in redesign we are not going to have ??? That sits over the content, so prominent, but that could fly in the face of what our users said. We need to balance what the business tells us with what the users tell us. If you go too far in either direction, then you have some problems. And I met user experience designers who were too willing to do what the clients says and ignore, the users, and I have met some others, who are in a much worse position, is that they are so hell bent in being the user-advocate, that they can’t, they get into massive fights with the client over commercial objectives. Say, well that is not what users’ want etc… and they are in violent opposition with the business because they are so, passionate and dedicated to delivering what users want. One person in particular I am thinking of, I have seen in regularly, one person in particular terrible problems with a project, so the person we replaced them with, was not as experience of a designer or had a great portfolio, but understood, that relationships much better and the client loved him. After the first week, the client wanted to hire him. No, he works for us.
So yeah it is just about understanding that balance.
Does anything change when you working with nonprofits in terms of workflow?
NO, they are all the same, no the way we approach projects, the difference is that, for example in the public sector, there is no commercial goal, there is no sale etc.. dvd book..There is not t-shirt at the end of the process. There is a bunch of information that people need to get and a task they need to complete, so it is the same. Just can’t watch and listen to it and wear it, but it is still, as valuable in your life, that you need to find out about that particular thing, benefit, tax disk, whatever it is. So it doesn’t change. Just the context changes, but then everything else is the same. But those other things, those other things are where the industry needs addressing.
I can think of one thing which is that user experience designers often get carried away with producing beautiful documentation. In Brighton there is a place called Clear Left, podcast the other day, they call it Tool Time, don’t waste tool time. Don’t waste your time in took time, actually it takes ages in Photoshop or Viseo, in Actia, PowerPoint, whatever you are designing in, Omnigraffle, you Flex, you are going to waste a lot of time making it beautiful and perfect. And the quickest way is a pencil and a piece of paper. Scribble your idea down, and on the way to the meeting you can always do a slightly neater drawing, if it is really illegible, as often mine are, I have got a whole lot in my bag here, but they only take a few minutes, rather than days and hours to produce. Now, that agencies will particularly say, now here is how, here is a template, we want everything produced in this style, so sometimes you just don’t have time for all that. So you do a drawing, and show it to a designer, and say, what about that, he grabs the piece of paper off me and says that’s perfect, and I’m like….give that back, I haven’t done it in…No he says that is great, I can see what I need etc… navgatopm etc…
And it’s happened. Last month. We just did some work, and it was going at such a pace that the designer were so fast, I just didn’t have the time, so I did the whole thing on a piece of paper, and I am a terrible drawer, not artistic at all, but you don’t need to be. It’s about getting your idea down quickly. And often you spend ages laying it out on the screen you can’t remember the ideas in the first place. You might see more of that. And the more people I talk to about it in the industry, the more they come around to it.
me…interviewee yesterday said it also keeps clients from misinterpreting the documentation. That it is a sketch and not the final design.
True True, so there is no mix up there, it is like in the music, industry when they say, oh we prefer the demo. We like the wireframe more than the final design. Um, ah so yeah, it’s also I think, I think user centered design is about collaboration. And when something is drawn, the client will often feel like then can get a little bit more involved and often, this one lady said to us at a meeting, earlier in the year, and she said, oh I did some drawings. Okay we don’t normally hear this from the client. You did some drawings? Oh yeah but they are awful. No no that is gorgeous….where are they?
Oh they are back at the office in my desk, so I forced her to scan them in and send em over as pdfs, because that was a great insight into what she was thinking the solution was going to look like. But ah, we do our workshops, we have pens an paper and get people creating stuff.
Do you ever use ethnographic research for any of your projects?
Yes, it has happened. It probably, I guess,….. it hasn’t come across me so much, but it does happen for other people.
Is it something that was successful for you, or part of project, or just something that you have come across?
There was a project I had walked into where it had already been done. A bunch of people had left a project, so they needed to get some new people in. So I was handed quite detailed, ethnographic backgrounds, but done by somebody else. IT was really kinda hard to pick up, because the person was not there for the handover. It turned into a bit of a nightmare; in fact it was a nightmare. I won’t tell you who the client was or who it was for.
What do you think about the idea that there is more work to be done in understanding and building relationships with nonprofit clients and their end users, rather than with commercial work or for profit?
Well, I mean I spent some time in another nonprofit organization,…
Is nonprofit the thing you are particularly interested in…
But my experience with it is ah, I don’t really see that there is a difference, In fact nonprofits, in my experience, are probably more aware of their customers than commercial organization, who absolutely are hell bent on the pounds and pence sales, whereas nonprofits, tend to be more understanding of what the user’s needs are. Whereas commercial businesses are governed on price point or product. So, I actually don’t think nonprofits are behind, I think they are ahead.
I never really thought of that, but happy with the answer…
You said you worked with Wordpress a little bit, and as a side part of my project, because it is what I know how to use..
You know it better than me then,
How much have you used, or what is your opinion of it?
Well up until a few months ago, I was only aware of it as a really good method of delivering blogs, or single entity sites, I want to sell my site, um but it obviously a very powerful blogging tool, and I have seen it integrated into sites as well. So stand alone, mysite.com, or mysite.wordpress.com, and then also mysite. Com/blog. I have seen it integrated and seen it stand alone, ah I also head about people using it for bigger site builds and as CMS, but wasn’t so much aware of that, since I saw the website for the #10, the site for the prime minister, and the site is a wordpress site. http://www.number10.gov.uk/
Beautifully designed, and a great example of what you can do with design, great for government as well. Who are often producing very tired design. Â Its??
So 2 months ago when I started at Stereo, one of the specific terms of reference in the documentation of the project was integrating Wordpress. I was like oh this is going to be interesting, because I have only seen this from one, side of the window, Looking in …
We basically had to look at how we could actually integrate it into our site. So we did that, the technical guys, I just told them how it was going to be used, and then, one of them came to one day, and said this is actually a really powerful CMS, and I am wondering whether or we are utilizing 50% of what it is capable of. By showing it just as a blog tool. So that set off a whole scurry of activity as people started googling and talking to people who have used it. To really find out what more it could deliver. Then we found out that the government cabinet had commissioned a whole set of website with Wordpress if the new government came in. New…in preparation for potential change of government. Didn’t’ want to spend too much money on it, bc if there is no change, they will never see the light of day. But they choose Wp. And David Ponger? Inside of the cabinet office, is a big fan of wp and he commissioned WP. …also a meeting that he might want to consider Drupal, the cms we have been devoping in for the past 2 months. And so yeah, I know a little bit more about it, than I did a few months ago.
And also, there is accompany I work with sometimes called… www.pimpmywordpress.com
Lots of how-to’s…etc…themes…
Did you use user experience and user centered designer interchangeably? What is the difference?
The question. Thank god you asked it.
Have we got time to answer it??
This, in June I have been invited to some UX conference summit thing, and one of the topics, it is going to be very fashionably 2009/2010 and we are going to create the agenda on the first morning, I don’t know if you have been to any events like this, a bunch of broad topics are put out there, and then the people in the room, vote on what they want to work on for the course of the day, so they create the agenda.
It’s very cool, and it’s a great way for everyone to be part of it…I think they are going to do it bar camp style, I think there are going to be 4 topics in 2 days, and you can literally, just get up and walk away from the session you are in, if you are interested in the other one. So it is kinda fluid, very fashionable…what are the topics up for nomination? Probably tackling this issue of titles. So a whole bunch of people from around the industry have been invited. Um, UX London is going on right now, yester…it’s a big problem. There are a bunch of buzz words and phrases that get used around our industry, out of contect, user designer, interaction design, user experience architect, information archictect, product designer, when we do our power point we have a slide of job titles and we make a joke of it. Um because at some point or another, we have been called all of those. I know the differences, But I think I just created them. I do, I am not actually sure anyone has the same definitions as me. So it’s a problem, so we see job ads, and for some other project, and we see what title they have used, some of us reach an assumption, that we know what it is,
An information architecture is classic, because it really is a specific part of the industry, It is a particular subject, with a particular process, with a particular outcome. Some people just use it a blanket phrase for all of UX. For the whole of user centered design. But I would broadly categorize, them, if you want to know what I think.
IA – dissemination of large amounts of information, creating taxonomies and navigation systems that basically says here is a branch full of content and I am going to give it to you in usable chunks, just breaking down content into meaningful pieces. There are certain techniques that go along with that, card sorting is the most well known. There are others, and that is the role of the ia in my opinion, and therefore a good IA, may not be able to design an interface, and I think that is perfectly alright, because I think that they are totally different.
UX designer, product interface design, is designing interfaces. Interface designer. Here is a piece of functionality, here is check out process, here are a bunch of forms, calculator, login and registration, something like that, and design it in usable way.
Nothing like IA, but…
More kinda of research bit of user centered design. People who come from the background of ethnographic studies, the background and know how to write surveys and have experience going into people’s homes and gathering requirements and information. They might not be able to do IA, they might be the worst designers in the world, but if they can give you that customer insight that is completely part of our industry. Not in addition to, but in our industry. So that element of being user centered to one extreme is nothing to do with design or IA, and typically, we asked to do all three. And some of us are capable of doing 1, 2, or 3. Rare people are able to do all three.
I try to figure out which one of those three things are the client actually after. After I figure that out, then I can say to them okay I am generally better at this on that one or the other. I have been very lucky to have been exposed to all three, the level of skill is different than all three, but I have been lucky enough to have an experience with all three. But everybody has.
That is the key thing I find, when I interview somebody, that is the key thing I find, where do they fit into the industry, one of those broad three categories or, maybe someone is just a beautiful visual designer, they produce beautiful wireframes, does their wire framing in illustrator, beautiful documentation, I would probably hire them. For ¾ days when all the kind of thinking has been done, and say here you have got some stuff to do, can you just mock that up in to beautiful looking documents? So they have all places to fit it, but they have interchangeable job titles. Massively confusing.
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Tags: cms, commercial, design ethnography, designer views, relationship technology user, ucd, user experience, web design, wordpress, workflow
Posted in Transcription | 676 Comments »
Saturday, June 5th, 2010
Interviewee: Ash Goodman
Location: East Coast USA
Duration: 15 minutes –technical difficulties
Date: April 27th 2010
*Transcription and audio recording okay to put online.
Job title area of expertise:
I don’t have a job title, as I am the owner of the company. We are Wordpress specialists.
How many years in the design industry?
Founded company in 2004, and actually started building websites in 2006. Before that it was more of an idea than an actual company.
You work as part of company or do you work as a freelancer or for other short term in house projects?
Well a mixture of both. I build websites for clients with Wordpress, but we also are working on some in house stuff now.
How, if at all would you label your workflow?
Not really sure how to answer that question.
In terms, of, I have been looking at stuff like user-centered design, agile development vs. waterfall workflow etc.
I guess I don’t really label in that way. I am programmer not a designer, and I have designers who work for me so everything I do is based around functionality. The design, everything is designed to work with the functionality desired by the client.
I guess if I were to label it, it would be function first.
What % of your projects use Wordpress then?
Yeah 100% of them for 2 years now.
Is there a type of client that comes to you more often?
Hmm. That is a good question. I have seen some changes in that over the years. The type of clientele and changes is mostly geographical. In terms of type of clientele it is mostly small to midsize, whether business or nonprofit. I have done a few larger corporations and did not enjoy the experience, so I tend to avoid such projects.
Why in particular did you choose to use Wordpress?
It is better to masters of one thing, than be a jack of all trades. I wanted to find something I could really concentrate on and be the best at. A niche. The last version of Wordpress had 5 million downloads considering that the majority of that is downloaded by developers like myself, and they install multiple websites, there is probably something in the order of 15-20 million websites built on Wordpress in each development cycle. SO it is a pretty big niche. But it is a niche that is not very well served. Most of the Wp developers out there know how to install Wordpress and some minor customization and functionality and know how to make a design and install plug-ins. What we do is a bit different, we have actually created our own framework for Wordpress and we can make it do just about anything really. People come to us when they need something that can’t get out of the box.
We can go ahead and move on to nonprofit website life history, could you tell me the name of the nonprofit and the sort of work they do?
*conversation cut out for first time here
There is a lot of misinformation about Wordpress, a lot of people say it is better with search engine optimization, no CMS is more or less secure or more less better for SEO it really comes down to how it is used and how it is setup. I could have easily used something like Joomla or Drupal, I think the big attraction for me with Wordpress is that I already had some familiarity with it; it was something that I see as an underserved market. There are a lot of WP specialists out there but very few of them actually understand how WP is put together to be able to modify the way it functions. They are able to install plugins and change the way it looks, but not really able to go in an change the way in functions. SO that is an area where I thought I could come in and offer something new.
……
Delay in speech….checking settings….
It was a preschool called Little windmills I think located in Cambridge. Â And what it is a woman named Joan X and she has a marketing company and she trying to branch out and do web design, kind find someone to white label for her. And that was the first project that we did. And it was for the preschool, and it was done just a little above cost. Pretty much at a break even cost.
How did you get in touch, or how did they find you?
I did some work for a company her husband worked for.
I would like to hear about workflow for this site from start to finish. Do you feel comfortable speaking fluidly about the process? Or would prefer that I provide markers?
Yeah, it is pretty straightforward thing. We started out gathering the facts getting feel for what the client’s goals and needs were, and we didn’t just do that by having them fill out a form, but we have a conversation, we ask questions and explore to get an idea of what they are looking for. Once we have an idea of that, we actually issue the quotation. When everything is agreed upon we start the work process, and its starts out with handing a brief to the artist that work for me and explain some what the functionality is we are looking for and what design parameters are, if we have an example site of things they like and don’t’ like, we will be looking at those things as well. Keeping in mind any color schemes or things they may want. For example I had one client who was just passionate about polka dots. And the website had to have polka dots included in the design.
And then we go into the design stage, and this where the biggest, for us, amount of cost in a project goes, because we have already developed our own in house framework and a lot of the heavy lifting code wise is already done, so for design our basic design package is prob what we use for 90%Â of our clientele, nonprofit or not, is just 3 designs for them and they pick the design they prefer, which may be a mix and match scenario, and take that for a design and fine tune it and get to an end result they are happy with. At that point the design becomes frozen, once they have indicated that they are happy with it and that is the final design and then we convert it to a Wp theme.
Could you tell me more about type of research done to get to know the client better?
Research is probably too heavy of a word. I mean we are not really dealing with big corporate projects, if we were doing stuff like that we would probably do more time on research. Really what we do is listening and asking questions.
*maybe a good reason to volunteer with clients for at least a few days to get an idea of what their organization is like, if there is not time to do research?
I get on the phone, and most of business comes from online so we tend to do everything online rather than on phone or in person. I won’t take on a contract if I have not spoken to the client. There is just no way to know what they need otherwise if I have not spoken to the person. One 30 minute phone call, I have an idea of what the client wants rather than hours spent on back and forth in email. So really question-answer scenario and I start out having them tell me a bit about what they are doing and a bit about their business. And understanding of the nature of the services or goods of whatever they do. And then down to want they want to achieve. And the hard part is not really getting them to talk about it, it’s in interpreting it.
*two opposing systems
Because of course they do not understand the terminology we use, they say one thing meaning something else and to use it means something entire different. The translation process is really where the biggest part of it goes. Listening and ask questions, and explore. They tell me they want to thing A, and I will ask a few questions about that. And I’ll ask about thing B and thing C that might be similar but different to see if that is really what they are aiming for. And as we go through we get a more focused view of what they are actually looking for and of course we will usually uncover several different hidden needs. Things they need, but didn’t know to ask for.  Things they might have assumed would be included, but are not necessarily included. Things like that. So it’s more along those lines, we don’t necessarily do research per-say, but if a plumber comes to me for a website, I am not going to do research on the plumbing industry.
*note: other interviewee said the exact opposite about plumbers
When you are speaking to clients do you translate technical terms or do you translate what things mean?
A mixture of both, it really depends on the client. My whole development philosophy in terms of building websites is that and this is why I use CMS like Wordpress, is that someone should be able to manage your website. It is an integral part of your business. Part of your marketing efforts and you should not have to hire someone to mange it for you. Granted, if you are fortune 500 company you can do that. But if you are the mom and pop restaurant you can’t hire someone to manage your website, you need to be able to do it yourself. And WP and any other system, none of them are really intuitive or easy to use out of the box; they are all kind of built with the idea that the user has more idea of how things work than they actually do. So a lot of what we do in development is simplifying that process, and reducing it to a point and click type of thing making it very easy for them to use and I think that is kinda.. And so when I am educating them or translating it for them it is with that in mind, that they should not have to know to know as much as I know. They should not have to know the language as long as we can use one term and mean the same thing that I all I really aim for. For example when they refer to the sidebar, but that might be called several things with different clients.
*should not have to know as much as I know…yes. Then are content management systems creating the opportunity to allow users to take on tasks without such knowledge?
How many people are usually involved in your projects then?
On your side?
Connection cut out….
Normally myself and then I have someone handle layout and one or two artist.
How many people were involved in approving designs on preschool side?
I don’t actually know how many people were involved because going through agency.
It was definitely a committee thing from them. There were probably 4 or 5 people.
I tend to avoid dealing with anymore than one person. I don’t let my clients make decisions by committees. I will not talk to committees. It adds so much time and complexity to any given project. I generally insist there is one point of contact, someone who has the authority to make decisions whether they wish to discuss the decisions with the other individuals involved is up to them. But it is just me and that one person.
Connection cut out….
What are the major documentation markers where you usually seek approval from client?
What documentation is used in terms of wireframe etc..
Oh no, we don’t do wireframes because we not dealing with big corporate contracts. Our clients do not have the budget to afford a lengthy drawn out process like that. Our typical website starts about 700 or 800 pounds, to the upper ranger 2000 and up. If you want to talk about wireframing you are talking about 10,000 pound and up contracts…
Connection cut out….
Tags: cms, designer views, expert model, Nonprofit, relationship technology user, web design, workflow
Posted in Transcription | 658 Comments »
Saturday, June 5th, 2010
Interviewee: Web Designer #1
Location: USA
Duration: 50 minutes
Date: May 16th 2010
*Okay to put transcription and use pseudonym for name and company
What is your job title or area of expertise?
Design researcher
How many years have you been in the design industry?
Technically three years now. Including a graduate degree I guess.
Do your work mainly as a freelancer or in-house?
I work as a consultant. I mean I have done both, but right now I am working as a consultant.
How if at all would you label your workflow in reference to the volunteer position you emailed me about?
I think what I do in work maybe inspires and guides the sort of things I do for the nonprofit. So I think a lot of what I end up doing is inspired by techniques of participatory design that we use in our research. And I use it kinda to structure conversations and use it plan activities and define ? and also to think about my design skills. I mean I went to school to be an interaction designer and I use that as a way to think about what people are doing and how they should be doing it and why. What makes sense and how to make it easier.
For your web design projects, what % actually use Wordpress?
Like I said it is just the front facing blog is Wordpress, and then we have another site that we just started and that is using Drupal.
Could you tell me the name of nonprofit and type of work they do?
Yeah, they are called Company X and we are trying to work in the intersection of art and technology. And our mission is to connect artists and technologists together and help pretty much random ordinary people discover their creativity. And we do that by holding events and exhibitions, we have workshops where we teach specific kinds of skills, sometimes it is technical skills, or non-technical.
Recording blank for few seconds
..Sometimes it’s our own projects, where we show our thinking by example.
How did you become involved with them?
I think I was at one of their events when I moved to the city and I just basically saw an opportunity for me to sort of use my expertise and what I was learning at work and cross this over, and we are a really young organization, we are barely about three years old. We have grown really slowly, we have had to create our own presence and create a crowd.
As a growing organization I felt that it could use design thinking so to speak. So I thought I would test it out and see what I could do for these guys. So that is how I ended up with them.
So for this particular site, since you did not build the site yourself, I would like to hear about an issue you had to focus on at one point and how it was dealt with from start to finish.
Is that something you feel comfortable starting to talk fluidly about and I can interject where necessary, or would you prefer I provide markers for you?
When I came in the Wordpress site was already running, um it really didn’t have too much of a structure. I guess and it was just there and the thing that happened was that we really didn’t have a big glaring problem that needed to be fixed, nothing broke, nothing was majorly dissatisfactory of some kind, but what happened was we weren’t actually getting, we were not doing a good job of getting people through from our workshop description pages to making donations and signing up for classes. That was pretty much the point we said okay, we need someone to help us do this and there was a Php developer that somebody knew who was willing to help out, and it was somebody who had just started doing web design on their own, and had just spun off into their own thing.  They ended up taking our basic installation and filling in a few custom modules and maybe doing a bit of theming. What we had to figure out after that was sort of how do we make this work in terms of people and who has access and how do we change the way information is presented. Which is something we have not quite solved yet. But really about the only kind of problem we have faced is with simple things like formatting the output or trying to figure out how, when the payment action happens on the site how do we control what happens after that, which we still haven’t sort of managed or bothered to be honest dealing with. We probably might do it if it was easier, it is almost like okay this is collection, a kaleidoscope of different modules, and part of thing is that if it works, don’t break it. SO we haven’t bothered making any major changes or fixes. NO serious problems or serious fixes.
What is encompassed in your regular maintenance duties for this project, or what do you do on a regular basis for them?
Mostly it sorta runs itself. There is a bunch of other stuff which is much harder to do. SO I do much more maintenance on the Drupal site, rather than the Wordpress site. On the Wp site, it is mainly making sure things are, the code and installation are updating and plugins and modules are updated, because we have people that change in a out of roles, and some people basically swap in and out of the marketing role who end up posting to the blog. Managing those permissions and anything else that goes wrong. I get a bunch of forgotten password requests, those pop up every so often and their username and which email these used it with…
But really that is the bulk of it. I do a few tweaks and adjustment of settings.
And one time we switched hosting providers, so I had to handle the migration and make that work.
How many people are usually involved in the project at one time then?
Um, we have about 30, and 20 steady volunteers. And it probably about 5-7 of us who are really core to this and different parts of the process. In the beginning we were all over the place and everyone did everything, and now we are starting to really specialize and switch roles. So increasingly, we have few people involved with the WP install, whereas, earlier there were probably more.
*people growing into and switching roles common for nonprofits as volunteers move in and out and the nonprofit itself learns what processes work best for them
You stated in your email that you participat in driving the dialogue between workflow and site design, could you elaborate?
So one of the things that we have to figure out how to do, and this specifically relates to the workshops that we hold. All but instructors are volunteers and so we have people who teach workshops for us that don’t do anything else and so that pool is growing and shrinking and changing over time. We have gone from doing one-off sort of workshops to really thinking about a curriculum and structuring a series of workshops together so they have great depth on a topic. So we have started to have more regular workshops, the same workshop starting every so often. And with all of this we start to have challenges of doing things like maintaining rosters of people who maintain our workshops frequently, tracking how many folk attend what kind of workshop and which ones go well. And so what we ended up with was a two headed solution that is really not satisfactory. The way we do it is that we have a bunch of different worksheets in Google docs, and there is a workflow associated with that. I had to sit down with a couple of other folks and do that, and edit and track the information and so on. And then part of that information ends up going to the Drupal site and part of that information ends up going to the Wordpress site. And I have to sit down with the people who update the Wordpress site to figure out how things like the workshop description, once the workshop was planned and finalized, and structured in terms of cities and seasons of the workshop and all other necessary information of the workshop have been set, we figure out how to get that information quickly and easily over to the person updating the Wordpress site. And also, trying to get our instructors to rely really on the Drupal site for coordination, instead of trying to do things entirely over email. So that is why, it is two headed solution, it is a little bit here and little bit there. When ideally, it would be best to have a single something that would go directly from planning and coordination, the actions of planning and coordinating, and writing the initial lesson plan and things like that, and following that through cleanly into the public facing aspects. So since tech does not allow us to do that right now. I am part of the process that says who sends an email to whom, and who is responsible for updating what kinds of information and what sort of information should live in the public site and what should live in the internal site. So that is probably the strongest example, we are starting to do this sort of thing with other aspects of our work, so you know we are starting to figure out other certain kinds of information that we should be putting out on your blog. So again, with the workshops, there is a workshop planning guide that is on the website. And that was, once we figured out how to hold workshops , what each instructor had to do, and how they are to work out a lesson plan and sort of all the instructor’s workflow, we basically wrote that down, and put that on the external website, so any potentional instructor could come in and see approximately the amount of effort its takes to teach a workshop. As we have had people who have never taught a workshop before.
How do you think your particular organization, because it seems to be very involved, inspires greater investment in keeping it updated?
Honestly, I don’t think it does. To tell the truth. I think we have a very standard aspect, for the WP site right now, that is pretty much all our workshops, because that is most constantly changing aspect of what we do?
Recording fuzzy here.
And that is sort of planned out, because we have a marketing and workshops coordinator that handle this in tandem and um it’s almost like the because we are still figuring out who we are and what we are doing, end up being on our personal blogs and Twitter, and Facebook and that sort of thing, and it doesn’t really become part of the group identity in terms of those thing quite yet. So what we tend to do is make announcements, workshop announcements or exhibitions updates, of that sort, but it doesn’t really tend to be anything more than that.  We don’t’ feel that the blog is the right place yet, to do things like present a collective mind, or yeah, so it’s really, I really don’t know why that is, I am not sure if it is a cultural or organization problem, or if it is just a question of I really, whether the expense of time and effort is too much, or maybe they will only go to it once a month if they really have something to say.. just makes it not interesting enough to us??
I am not quite sure why that is the case. That is really how it is. And I think part of it is also, that we ended up with a site that is not really friendly to random thoughts. And it is almost like, and this for instance is a problem we haven’t really fixed, and looked at it in the eye and figured out really what to do with it. We usually are, the things that we need to find really quickly are the workshops, and the event announcements, and what we ended up with in terms of site design, is that we ended up with sort of a main slot, and the most recent posts ends up being there. And then there is a sidebar of most recent workshop posts, and so usually the main post that stays up there is something related with a workshop we particular want to promote or event we want to drum up and keep alive. And so using the blog really as a random collection of chronological ideas would really destroy that because it would remove that significant sticky post we want up front. I don’t think anyone has really thought about it, but I think it I part of the problem as to why we don’t do this more often.
And it’s almost like; we have sort of backed ourselves in a corner in respect to that. So those things are sort of going to together, the slight lack of interest and real group identity and this rather silly setup we seem to have.
That organization is sort of specific to Wordpress, so do think then that is Wordpress’ “fault†as it is time based?
Yeah. Honestly, you know why we picked Wordpress for this? We basically said, we picked Wordpress because it had the easiest post editor. Like the WSIWIG text editor and that was really easy for people to use. And um it was basically the interface that sold it. And when I was faced with the decision, with what do I recommend Drupal or Wordpress, or whatever and at the point Drupal, probably still, was not very easy to use. And I did not want to take a critical piece of our public facing technology and make it hard to update. So yeah, I think part of that is definitely Wordpress because I do think it is really designed for the sorts of things…it basically supports one kind of content. And it does not really give you the freedom to separate or not easily at any rate, you can’t really design a separate area of the site, a separate visual structure that is just for you know big updates, and then a separate visual area that is more for less significant ones. Unless you sit down and do some Php coding and stitch modules together, and that stuff. And even then it is not a very elegant solution. On the other hand there really is nothing easier to update. That does make it really easier to insert media and pictures. So it is sort of compromise.
Do you offer instruction on how to use Wordpress for people in the organization, or do they learn on their own, or how do they learn how to use it?
I think mostly a mixture of self taught plus “Wedesigner #1 omg how do I do thisâ€, so think that it is easy enough that people start doing their basic things when they first get it,  and so they immediately start updating posts and doing stuff, so it is at the point that when they start to do something more complex um you know reorganizing the pages or managing the content, in someway, that I typically get called in to do that. Like I said we don’t really do anything that complicated and our content does not really change. It is a very simple, linear sort of updating process. So I think people get up to the stage where they can comfortably post and attach pictures and all that, but it’s at things like: can I have a gallery on this page, and sometimes I even have to sit down and figure out how to that. It is a learning process for all those involved.
Now I would like to move on toward your role as design researcher.
You said that the beginning that you had a masters in Interaction design, yes?
Actually, HCI – Human Computer Interaction.
Does Company Y often do the research for building of websites or what sort of projects do you normally take on?
Our work is really very like upfront, generative research, we are looking at opportunities for new product development and we are really with very fuzzy spaces. So we have clients who come to us and say “what is the future of tv†, alright lets go out and talk to people, it can get very tactical, for instance we have done work for company that makes garden chairs, and we have helped them make a better garden chair. So we don’t do what is considered in the industry User-Experience for websites. We rarely work directly on the software level.
How does ethnography fit into your work then?
Um, sometimes it doesn’t. Actually about half the time it doesn’t. For instance in my personal work. I spent, when I was in grad school, one year with a research group studying cognitive science. They were looking at interdisciplinary cognition in, sorry cognition in interdisciplinary environments, so I was spending 6 months in one lab and about 8 months in another, sort of hanging out, and doing regular interviews, and what would technically be called ethnographic field work. So obviously now, I don’t have that sort of luxury anymore in my work, but it is sort of like we had to do a lot of things in very short period of time, and with much less rigor than is afforded in classic approaches to ethnography, so what we really had to do was really keep the spirit of ethnography and maybe not the exact letter. So I would use, my interviewing technique is ethnographic, so I tend to be a little looser, be less structured, to follow my hunches, and what people are saying more often. The way I reuse their terminology and frame things different, so the interviewing style is the most obvious way in which ethnography becomes part of my work. But in a less obvious way, it is guiding the overall research design doing things like saying, you know if we are going to construct a participatory activity, how can we maximize the amount of information present in, actually coming from the participants, versus something given to stimulate. So for instance, if it is a card sorting kind of thing, how can, to what extent can we ensure that the names and ideas are actually coming from the participant? And at an even higher level it influences the way I frame the research question and how I try to get the clients to think about the problem.
Is your ethnography backed by anthropological theory after the method is carried out, or how is your data interpreted and processed?
You know to tell the truth, there really isn’t much theory that we end up using. Which is something I am trying to remedy. There really is unfortunately for us, x company used to have anthropological researchers , but we don’t anymore. But because my training is not in Anthropology, I can’t off the top of my head really say hey “yes there is this framework or theory that we can useâ€. Often it is something that comes along on the way and I will try to do some secondary research and try to find something, but it’s not very structured in that sense. That being said if you do grad school in HCI you do pick a few basic theories along the way and they tend to get applied all the time in my work. Probably the most obvious and biggest thing that gets used is theories around identity and what that means and how is it expressed in different ways and how it is expressed with technology or not with technology. And what should our clients be doing about it. Should they be concerned about it or not. If they are not concerned with it, should they be etc…A lot of theory around that tends to be as far as I can do. Because my coworkers are from a much more traditional design background and their theory orientation is much less than mine is. They are much less interested in doing that. So toward the end, it ends up being trying use what anthropology theory I know, and framing the question and interpreting the results, but for the most part its freeform because I can’t get other people to think with theories, I can only do it myself.
For the designers who don’t know any anthropological or ethnographic theory or methods, where or what data do they use to make their design decisions. Or what is their role in the research? (since company does not do design, just research)
We are all researchers, we all just come from a different perspectives and variety of backgrounds. And so for people who have more of design background, I think they are going by more their instinct and making interpretations and framing their interpretations. Obviously we don’t make stuff up. So it’s almost like saying, okay we got all this data, we have gone through it, sorted it and organized it, and worked it out, but beyond that the instinct and the experience of having done things like this in the past, we look at what level this sort of information is going to be useful at. How abstract do we need to make it? How do we structure or provide a framework that would make sense to people? How do we, what parts of this do we really need, enrichment for the kinds of data, or forms of expressions, and that is really where their decisions are made and where their experience comes in. So somebody who has a communication and graphic design background is going to be thinking about a more visual background and connected frameworks and someone who has had more of an industrial design background wants to see how they can represent their information as inspirational design ideas or statements of framing opportunities. So I think we all have slightly different ways of dealing like that. But most of it is , I am a designer, I am a x this is what I wanna do this is what I have been doing for the past x number of years and therefore this is the way to tell the story, or this is the story exists.
Actually once you are a consultant and you keep doing projects over and over again, they are just for different clients, so you are after awhile you are like “I know what we are going to find in this particular project†because we have done it before. So there is some of that too.
What do you think then about the idea that the design world should be answerable to the academic world if they are using let’s say again, ethnographic methods?
What do you mean answerable?
Maybe peer reviews in a way, following manuals written by anthropologists rather than designers, maybe against the idea that designers should be able to formulate their own methods and pull from wherever necessary.
You know to tell you the truth, I think all that sort of putting up the rigor flag is, it seems like boundary protection to me. Because, if nothing, I am a hybrid creature, I have an undergraduate degree in computer science. I worked at a furniture company doing research for them. So my metric was doing eventual, the end result of the research. And what the impact was and how it was done. Most of the time, honestly my experience has been, that the real problem with methods and the discussion on what methods should be used and which one are right, is not so much that there are methods that are misapplied is that the questions that are inspiring the research or project are badly framed. And what that is that is actually an organization problem, it is not a research methods problem, it is the problem of the organization that comes up and says this is what I want to understand and the thing they want to understand and the way they have framed the question around what they want to understand is not well done. Or conversely they have a good research question, a good perspective on it, but they don’t really have a good way to socialize that knowledge once the research is done and insight done and the knowledge is found. Or the team that does the research does not really know how to do it. Or doesn’t really know how to, produces outputs that are more socialized, more usable. I am not going to say actionable, because they always are, but it’s a question of whether people bother acting on them. So it’s this question of, who should be allowed to do it, or what the right thing is, or accountability or who should be allowed to claim it is also counterproductive honestly. I would much rather see better awareness of which methods are to be use and why and probably more understanding on what some of these things are, so it is more not that I feel that designers need to explain themselves to academia, it more that designers need to learn a little bit more about where academia has come from and why it is saying the sorts of things that it is saying so that they have, a more clear approach to doing research. I don’t have a problem with people claiming something in ethnography that is not ethnography, I think that is beside the point; I think the point is that they manage to understand the ethnographic or whatever process. We are talking ethnography here, but we may as well be talking about the ??? Have they understood why they are doing something and what is the relationship between the method and the kind of knowledge it is going to reveal and knowing about the boundaries of that knowledge? And really saying, this is what I am comfortable saying. But beyond that, I am not comfortable saying, but saying it is possible to say this based on the data and it’s not possible to say this other thing. And I think that is maybe where we should be have a dialogue around.
Could you describe co-creation in your own words, and what it is in terms of your organization?
For us it is more of a guiding principle, that says we don’t want don’t pretend to be and are not going to be the experts on all things related to the research, so what we try to do is partner as much as possible with our clients, and get them involved with the whole research design process and each step along the way, and that involves the interpretation process as tightly as we can make it happen given distances and all that. And obviously also with a, in terms of the participants in our research we try to think about how much can we put the task of coming up with what is the meaning of whatever thing we are studying as much as possible in their hands and giving them as much ability as and as many different ways to express and articulate. Unfortunately, what it isn’t yet is in our work is it does not mean we are able to be the organization , say the corporation that needs the design done to the people that are going to be affected by the design are, or who are going to be affected by the products basically act as the people who facilitate that interaction over a long period of time into the beginning of the project during research. That rarely happens. I guess co-creation in a sense is very short spurts of co-creation. Focused around specific kinds of design and knowledge making activity.  As opposed to a co-creation around the whole process. That starts from inception all the way through to making something and fixing it and selling that and all that stuff.
What are its main differences between participatory research or design?
I think that last bit is probably what I am going to say. I mean you know there seems to be two distinct senses between participatory design. We do it, then we talk about it, I think that we end up using tactically, we end up using participatory design methods. Um which is in terms of expression, articulation, and structuring …blanked out…in the sense of actually setting up a design process and being part of the process from start to finish and shepherding the stakeholders from start to finish. Because like I said, we don’t do design. We don’t end up with that aspect, even though it is closely related to what we want to do.
Could you describe Flash immersion?
I don’t know what counts as flash immersions, because our clients always accompany us into the field. Because of the sorts of work we do, it’s usually big picture, general research we actually have clients who come back to us over and over again. And they are sort of generally familiar with an area. They are generally comfortable going into people’s homes. The kinds of knowledge change that will happen to them when they go in the field. I don’t think those guys really count as beneficiaries of immersion for us. But we do have occasional clients who we realize; okay these guys really need to be in the field. And we will try to take as many of them as possible. And to expose as many of them as, to do as wide a range of experiences as we can. So typically when we have decided that someone needs immersion, we will go beyond bringing them into people’s homes but take them around the city go to a market place and see things related to what they are studying, and try to do that.
But because our clients don’t always need that, we don’t end up doing that very often.
End conversation summary…design research to be done in nonprofit as have more to benefit from them due to building of relationships.
*I felt a lot of questions I asked in this interview could have been more creative, and I should have emailed the organization itself for answers instead of making my interviewee recite them to me. At the same time, it was more interesting to hear a description in a nonbusiness setting.
Tags: Anthrodesign, design ethnography, designer views, ethnography, Nonprofit, relationship technology user, ucd, web design, wordpress, workflow
Posted in Anthrodesign, Transcription | 796 Comments »
Saturday, June 5th, 2010
Date of Event: June 1, 2010
What: NetSquared London – June: CiviCRM http://civicrm.org/
Who: Michael McAndrew
Where: St Ethelburga’s Centre for Reconciliation and Peace
What happened:
Tonight’s Meetup topic was CiviCRM. I will let you read their website description below.
CiviCRM: A Free and Open Source eCRM Solution
“CiviCRM is a free, libre and open source constituent relationship management solution. CiviCRM is web-based, internationalized, and designed specifically to meet the needs of advocacy, non-profit and non-governmental groups.
CiviCRM is a powerful contact, fundraising and eCRM system that allows you to record and manage information about your various constituents including volunteers, activists, donors, employees, clients, vendors, etc. Track and execute donations, transactions, conversations, events or any type of correspondence with each constituent and store it all in one, easily accessible and manageable source.
CiviCRM is created by an open source community coordinated by CiviCRM LLC, and the 501c3 non-profit Social Source Foundation. The project also receives ongoing input and guidance from our Community Advisory Board.â€
———————————————————————————————–
Turned out to be a great meeting to attend, as the majority of people present were involved in the nonprofit sector as technology professionals looking to improve processes within their own organizations.
Two such people, in charge of revamping and maintaining their nonprofit’s online presence, were also having trouble convincing colleagues to actually use the technology that would allow forward movement. Describing them as “technophobesâ€, who also prefer not to use email for planning etc., the people in the organization simply are not (and apparently do not want to be) exposed to a lot of technology. Sticking with what is comfortable for them, a lot of issues have also stemmed from the transfer of print information to the web.  If one is not familiar the Internet, content can easily be seen as a static entity, whereas in most circumstances it does need to be altered for a specific context. Thus when the content does need to be put online, it is being given to the “tech professional†to handle, a person that may not understand its history and therefore changes made for the web may not reflect its initial intent. Not a very collaborative process, but also not collaborative because the technology is not viewed as being made for collaboration. As one person said: “technology is seen as for a professional to handleâ€.
Due to the speed of the industry, not having updated their site recently also usually means a more dramatic change and learning curve. However, constant revision is not feasible for many nonprofits. With a minimal budget for in-house tech people or out-sourcing, the need for systems that can take care of the basic tasks themselves seems to be necessary as a money saving option. And if this means using a CMS, this also breaks down the tech hierarchy. If there is an in-house tech, this person can also then work on increasing functionality, rather than worrying about small content changes etc.
During the presentation, this topic was also more generally discussed in terms of the positive impact that technology can have on an organization. However, with slower iterations and integration of new technologies tending to work better for nonprofits because it gives them a chance to adapt. For many technologies just stay very abstract until being used for the first time. Something that may also be more common for nonprofits as larger corporations appear to either not take the time to allow people to adapt, or already have someone who knows what to do. Â St.Ethelburgas, an excellent case study for CiviCRM, was successful because they had a group of people who were technologically minded and/or were open to the possible improvements that new technology could offer.
Oy. Okay. Interesting note about CiviCRM: It was designed to fit the needs of the nonprofit user. I would like to know how they went about deciphering nonprofit needs, what generalizations were made and what feedback CiviCRM have received in reference to how correct they were in defining the nonprofit user.
One of those needs is low cost solutions, but a good clarification that Michael brought up was that “free and open source†may not be clear to all individuals. While the software is free, it must be understood that if you are not a tech expert, you probably will need to pay to hire someone to set the software up.
Links to check out: Nten- http://www.nten.org/2009_ecosystem_report
NTEN aspires to a world where all nonprofit organizations skillfully and confidently use technology to meet community needs and fulfill their missions.
Tags: designer views, expert model, Nonprofit, ownership, relationship technology user, workflow
Posted in Meetups | 71 Comments »
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