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First users: Heuristics for designer/developer collaboration

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First users: Heuristics for designer/developer collaboration

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From the University of Illinois Web Conference 2013.

Ask a web designer who his “first users” are, and he’ll probably name early adopters, stakeholders, or usability testers. Designers rarely consider their actual first users: the web developers they work with to build their designs. Over the last year, I’ve performed an informal user research project where the “users” were software development teams of all shapes and sizes. Drawing on these discussions and my background as a former web developer, I’ve created a set of friendly heuristics (in the tradition of Jakob Nielsen and Louis Rosenfeld) that designers can use to make their design materials far more useful for developers. I’ll show how these heuristics will encourage holistic solutions rather than piecemeal design work, surface critical implementation issues sooner, and establish a stronger basis for designer/developer collaboration.

From the University of Illinois Web Conference 2013.

Ask a web designer who his “first users” are, and he’ll probably name early adopters, stakeholders, or usability testers. Designers rarely consider their actual first users: the web developers they work with to build their designs. Over the last year, I’ve performed an informal user research project where the “users” were software development teams of all shapes and sizes. Drawing on these discussions and my background as a former web developer, I’ve created a set of friendly heuristics (in the tradition of Jakob Nielsen and Louis Rosenfeld) that designers can use to make their design materials far more useful for developers. I’ll show how these heuristics will encourage holistic solutions rather than piecemeal design work, surface critical implementation issues sooner, and establish a stronger basis for designer/developer collaboration.

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First users: Heuristics for designer/developer collaboration

  1. 1. First Users: Designing for Web Developers Heuristics for improving designer/developer collaboration UIllinois Web Conference 2013 Jonathan Abbett @jonabbett · jonathan@abbett.org · http://abbett.org
  2. 2. Questions? Critiques? Suggestions?
  3. 3. 24 December 1990
  4. 4. The CONCISE FOLK HISTORY of “WEB PEOPLE” Webmaster Information Architect
  5. 5. The CONCISE FOLK HISTORY of “WEB PEOPLE” Webmaster Information Architect Web Designer Web Developer Usability Analyst Interaction Designer User Experience Designer Content Strategist JavaScript MVC Developer, etc., etc., etc. vs. “The User”
  6. 6. 1990 JAKOB NIELSEN 10 Usability Heuristics for User Interface Design 2011 RESMINI & ROSATI Heuristics for a Pervasive Information Architecture 2011 JUHAN SONIN Design Axioms 2012 ABBY COVERT Information Architecture Heuristics 2004 LOU ROSENFELD IA Heuristics
  7. 7. The CONCISE FOLK HISTORY of “WEB PEOPLE” Webmaster Information Architect Web Designer Web Developer Usability Analyst Interaction Designer User Experience Designer Content Strategist JavaScript MVC Developer, etc., etc., etc. vs. “The User”
  8. 8. “Designers have to be aware that what is ‘normal’ to them, in terms of how they read sketches and what they see in them, is not obvious to others, and they must take that into account in how they educate others, and what representation they use to communicate ideas.”
  9. 9. “Those without design training … need to be sensitive to this difference of skills … before making uninformed judgments... [They] should do their best to gain some literacy in design representations, and designers should go out of their way to help them in this.”
  10. 10. A common language
  11. 11. Intentionality Consistency Thoroughness Inforealism Adaptation Maintenance Measurability Communication
  12. 12. ONE / INTENTIONALITY All design choices are made for a reason.
  13. 13. ONE / INTENTIONALITY / KEY QUESTIONS • What user/business/communal goals are served by each component of the design? • Are design decisions supported by best practices? • Do you understand why you’ve copied something from elsewhere?
  14. 14. ONE / INTENTIONALITY / IN ACTION • Annotate design materials with references to user research (scenarios, personas, etc.) • Refer to known design patterns, best practices, or heuristics • Present new interactions for team critique • Simplify!
  15. 15. TWO / CONSISTENCY The same interactions are represented the same way throughout the design.
  16. 16. TWO / CONSISTENCY / KEY QUESTIONS • If recommending an alternative to an established interaction pattern, why is this new type of interaction necessary or desirable?
  17. 17. TWO / CONSISTENCY / IN ACTION • Define visual treatments (type, color, layout patterns) in one place and use consistently throughout design materials. • Define frequently used interactions once in detail, and refer back when used in designs. • Justify differences (see #1) • Create templates so you can work quickly without being sloppy
  18. 18. THREE / THOROUGHNESS The design comprehensively represents all system states, transitions, and modes of communication.
  19. 19. THREE / THOROUGHNESS / KEY QUESTIONS • Does the design include examples of all interaction states? • Does the design show transitions from one state to another? • Has the software team agreed that it has enough detail to build?
  20. 20. THREE / THOROUGHNESS / IN ACTION • Wireframe in sequence • Review materials with devs and annotate directly • Prototype unfamiliar or complex interactions in a more realistic medium • Don’t forget errors, delays, service interruptions, validation • Supplement visual materials with software requirements if necessary
  21. 21. FOUR / INFOREALISM The design fully reflects the data to be displayed and captured.
  22. 22. FOUR / INFOREALISM / KEY QUESTIONS • Are designs and prototypes populated with real data? • Do you understand the extremes of your data?
  23. 23. FOUR / INFOREALISM / IN ACTION • Get access to your company’s data (now). • Look at extremes of individual fields. • Look at overall orders of magnitude. • Include examples of missing/absent data. • Take time to write real copy. No lorem ipsum.
  24. 24. FIVE / ADAPTATION The design indicates how the system will adapt to different form factors.
  25. 25. FIVE / ADAPTATION / KEY QUESTIONS • What devices, browsers and screen orientations will you support? • Will you implement one responsive interface, or specialized interfaces?
  26. 26. FIVE / ADAPTATION / IN ACTION • Wireframe every relevant form factor (at least at a high level, e.g. layouts). • Build responsive prototypes. • Identify which user scenarios require mobile device access. • Remember accessibility! (Screen readers, etc.) • Mobile first… http://www.lukew.com/presos/preso.asp?26
  27. 27. SIX / MAINTENANCE The design describes how the user will administer the system.
  28. 28. SIX / MAINTENANCE / KEY QUESTIONS • What data elements need to be managed? • How will you monitor system health? • How will the right people compose content? (help, marketing, field labels, validation) • How will you internationalize the content? • What system scenarios require proactive notification?
  29. 29. SIX / MAINTENANCE / IN ACTION • Design all administrative interfaces up front. Don’t leave for the end. • Bring content writers (customer service, marketing, content strategists, etc.) into process early. • Remember that i18n can be employed for low- literacy users.
  30. 30. SEVEN / MEASURABILITY The design specifies what measures will be collected to indicate the success of the system.
  31. 31. SEVEN / MEASURABILITY / KEY QUESTIONS • How will product owners track operational success? • How will you gauge success of redesign over legacy design? • How does the design communicate those measures?
  32. 32. SIX / MEASURABILITY / IN ACTION • Design reports and analytical tools up front. Don’t save it for the end. (In fact, you might want to start here.) • Define your [design] success criteria. • Refer to user goals & corporate goals. (You have them, right?)
  33. 33. EIGHT / COMMUNICATION The design specifies how the system will communicate with users throughout the product experience.
  34. 34. EIGHT / COMMUNICATION / KEY QUESTIONS • Does the design include real & thoughtful content? • What synchronous & asynchronous events within the application will trigger communications? • What mode(s) of communication are appropriate for each event?
  35. 35. EIGHT / COMMUNICATION / IN ACTION • Again, no lorem ipsum: write real informational, instructional/help content. • Design & test your e-mails (e.g. Litmus) • Think across spectrum: growl, popup, e-mail, text message, automated phone call, snail mail… • Understand your users’ technology access (e.g. smartphone vs. SMS)
  36. 36. Ways to use 1. Add a step in your process for review. 2. Use as a kickoff document for projects with new teams. 3. Teaching tool, alongside other heuristics 4. Dismiss as common sense (at your peril)
  37. 37. With thanks to these developers and designers William Wechtenhiser, Jeremy Hert, Timothy Danford, Chaim Kirby, Flavia Gnecco, Patrick Keller, Patrick Schmid And recognizing great inspiration from Juhan Sonin, Abby Covert, Atul Gawande, Bill Buxton, Alok Nandi
  38. 38. Thank you! http://devheuristics.com @jonabbett jonathan@abbett.org
  39. 39. References & Resources JAKOB NIELSEN: 10 Usability Heuristics for User Interface Design http://www.nngroup.com/articles/ten-usability- heuristics/ RESMINI & ROSATI: Heuristics for a Pervasive Information Architecture http://pervasiveia.com/wp/wp- content/uploads/2011/04/chapter3-heuristics.pdf JUHAN SONIN: Design Axioms http://www.mit.edu/~juhan/design_axioms.html ABBY COVERT: Information Architecture Heuristics http://www.slideshare.net/AbbyCovert/information- architecture-heuristics LOU ROSENFELD: Information Architecture Heuristics http://louisrosenfeld.com/home/bloug_archive/000286 .html BILL BUXTON: Sketching User Experiences http://www.billbuxton.com/ ATUL GAWANDE: The Checklist Manifesto http://gawande.com/the-checklist-manifesto
  40. 40. Image Sources WorldWideWeb browser: http://www.w3.org/People/Berners-Lee/WorldWideWeb.html Nielsen: http://jakob.nielsen.usesthis.com/ Rosenfeld: http://www.flickr.com/photos/jodieandlarry/1386993480/ Sonin: http://about.me/juhansonin Resmini: http://uxbrighton.org.uk Buxton: http://billbuxton.com/

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