communication with flexible documentation edmonton ux camp 2014

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Communication with Flexible Documentation Jon Hadden #UXCamp @niceux niceux.com Effective communication and efficient workflow for today’s web designers

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The fundamental process we follow of how we understand design problems, users, and content hasn’t changed much, but the documentation we deliver and how we deliver it is a bit in flux. We’re experts in cognitive science, usability, and solving problems with design. However, device fragmentation forces us to think through flexible experiences with portable content and in turn, to rethink how we communicate to our clients throughout the process. In this session, you will learn how to adapt your workflow and process to make communicating responsive design easier and how to create and deliver more portable and flexible design artifacts.

TRANSCRIPT

Page 1: Communication with flexible documentation   edmonton ux camp 2014

Communication with Flexible Documentation

Jon Hadden #UXCamp @niceux niceux.com

Effective communication and efficient workflow for today’s web designers

Page 2: Communication with flexible documentation   edmonton ux camp 2014

33 years ago…

Page 5: Communication with flexible documentation   edmonton ux camp 2014
Page 6: Communication with flexible documentation   edmonton ux camp 2014

Hi, my name is Jon.I am an American

Page 7: Communication with flexible documentation   edmonton ux camp 2014

Hi, my name is Jon.I am an Minnesotan-American

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I love information architecture, observing human behavior, front-end development and helping people enjoy the web.

Hi, my name is Jon.

NiceUX

Page 9: Communication with flexible documentation   edmonton ux camp 2014

I love information architecture, observing human behavior, front-end development and helping people enjoy the web.

Hi, my name is Jon.

NiceUX

Page 10: Communication with flexible documentation   edmonton ux camp 2014

Photo Credits: http://www.smashingmagazine.com/wp-content/uploads/2011/12/7.jpg

1. Be efficient.

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Photo Credits: http://www.smashingmagazine.com/wp-content/uploads/2011/12/7.jpg

1. Be efficient. 2. Remain flexible and adapt to

surroundings.

Page 12: Communication with flexible documentation   edmonton ux camp 2014

Photo Credits: http://www.smashingmagazine.com/wp-content/uploads/2011/12/7.jpg

1. Be efficient. 2. Remain flexible and adapt to

surroundings. 3. Find the best way to effectively

communicate to your audience.

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The approach and manner in which you tell a story, influences an audience’s perception of that story’s value.

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

@niceux #UXCamp

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Story timeThe project that broke the narwhal’s back

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Approve an invoice• Performed multiple times per day, every day. • User’s end of the year bonus depended upon

number of non-error approvals. • Used by 40-60 year olds who don’t use their

computers besides to check in over email or Facebook with their college aged kids.

• Primarily used at a desktop PC, using IE7 • Originally built as desktop application, and 10 yr

old code was “dropped” into a web version.

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4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Page 17: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Invoice List

Page 18: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Invoice List

Invoice Amount

3-5 seconds

Page 19: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Invoice List

Invoice Amount

3-5 seconds

Page 20: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Invoice List

Invoice Amount

3-5 seconds

Bill Amount

Page 21: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Invoice List

Invoice Amount

3-5 seconds

Bill Amount

Page 22: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Invoice List

Invoice Amount

3-5 seconds

Bill Amount Route Details

Page 23: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Invoice List

Invoice Amount

3-5 seconds

Bill Amount Route Details

Page 24: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Transactions~ 6 seconds

Notes

Page 25: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Transactions

3-5 seconds

Notes

Invoice Notes

Page 26: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Transactions

3-5 seconds

Notes

Invoice Notes

Page 27: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Transactions Notes

Invoice Notes

~ 6 seconds

Page 28: Communication with flexible documentation   edmonton ux camp 2014

4 things needed to approve an invoice without error

1. Invoice Amount 2. Bill Amount 3. Route Details 4. Associated Notes

Transactions Notes

Invoice Notes

~ 2 minutes per approved invoice

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User Research & Analysis Personas Information Architecture Measurement & Iteration Build & Maintain

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Page 34: Communication with flexible documentation   edmonton ux camp 2014

Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

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Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

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Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

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Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

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Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

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Medium

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Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

20 PSDs

Large

20 Wireframes 10 PSDs

Medium

30 Wireframes 5 PSDs

Small

20 Wireframes 5 PSDs

X-Small

30 Wireframes 20 PSDs

20 Wireframes 10 PSDs

30 Wireframes 5 PSDs

20 Wireframes 5 PSDs

30 Wireframes 20 PSDs

20 Wireframes 10 PSDs

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Page 40: Communication with flexible documentation   edmonton ux camp 2014

Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

20 PSDs

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20 Wireframes 10 PSDs

Medium

30 Wireframes 5 PSDs

Small

20 Wireframes 5 PSDs

X-Small

30 Wireframes 20 PSDs

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30 Wireframes 5 PSDs

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Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

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Large

20 Wireframes 10 PSDs

Medium

30 Wireframes 5 PSDs

Small

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30 Wireframes 5 PSDs

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Page 42: Communication with flexible documentation   edmonton ux camp 2014

Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

20 PSDs

Large

20 Wireframes 10 PSDs

Medium

30 Wireframes 5 PSDs

Small

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X-Small

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30 Wireframes 5 PSDs

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Page 44: Communication with flexible documentation   edmonton ux camp 2014

Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

20 PSDs

Large

20 Wireframes 10 PSDs

Medium

30 Wireframes 5 PSDs

Small

20 Wireframes 5 PSDs

X-Small

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20 Wireframes 10 PSDs

30 Wireframes 5 PSDs

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20 Wireframes 10 PSDs

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1. Nights and weekends.

Page 45: Communication with flexible documentation   edmonton ux camp 2014

Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

20 PSDs

Large

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Medium

30 Wireframes 5 PSDs

Small

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20 Wireframes 5 PSDs

1. Nights and weekends. 2. Changing the same thing a billion

times … just because.

Page 46: Communication with flexible documentation   edmonton ux camp 2014

Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

20 PSDs

Large

20 Wireframes 10 PSDs

Medium

30 Wireframes 5 PSDs

Small

20 Wireframes 5 PSDs

X-Small

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20 Wireframes 10 PSDs

30 Wireframes 5 PSDs

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30 Wireframes 20 PSDs

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30 Wireframes 5 PSDs

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1. Nights and weekends. 2. Changing the same thing a billion

times … just because. 3. File names like:

204_OH_PortalRedesign_wireframes_FINAL_DRAFT_FINAL.graffle

Page 47: Communication with flexible documentation   edmonton ux camp 2014

Concept Direction 1

30 Wireframes

Concept Direction 2 Concept Direction 3

20 PSDs

Large

20 Wireframes 10 PSDs

Medium

30 Wireframes 5 PSDs

Small

20 Wireframes 5 PSDs

X-Small

30 Wireframes 20 PSDs

20 Wireframes 10 PSDs

30 Wireframes 5 PSDs

20 Wireframes 5 PSDs

30 Wireframes 20 PSDs

20 Wireframes 10 PSDs

30 Wireframes 5 PSDs

20 Wireframes 5 PSDs

1. Nights and weekends. 2. Changing the same thing a billion

times … just because. 3. File names like:

204_OH_PortalRedesign_wireframes_FINAL_DRAFT_FINAL.graffle

4. Sucking at life.

Page 48: Communication with flexible documentation   edmonton ux camp 2014

NOPEPhoto Credits: http://catswallpaperhd.us/cat/grumpy-cat-clipart-hd/attachment/grumpy-cat-clipart-hd-download-new-grumpy-cat-cartoon-free-wallpaper-x-full-hd-pictures/

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1. Where are opportunities to reduce misinterpretation when viewing a design?

Considering the variables:

Page 50: Communication with flexible documentation   edmonton ux camp 2014

1. Where are opportunities to reduce misinterpretation when viewing a design?

2. How can I make my process more efficient, or reduce the amount of work I need to do in order to get everyone from point A to B?

Considering the variables:

Page 51: Communication with flexible documentation   edmonton ux camp 2014

1. Where are opportunities to reduce misinterpretation when viewing a design?

2. How can I make my process more efficient, or reduce the amount of work I need to do in order to get everyone from point A to B?

3. Can I increase the portability of my documentation?

Considering the variables:

Page 52: Communication with flexible documentation   edmonton ux camp 2014

Approach the cognitive load of consuming and creating your documentation like you would the usability of an app.

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

@niceux #UXCamp

Page 53: Communication with flexible documentation   edmonton ux camp 2014

As a designer1. Conceptual Design

• Strategy & Concept Convergence 2. Content Strategy & IA

• Substance & Structure of Content • Environment, Organization, Portability and Structural Layout

3. Interaction Design • Types of Interactions, States and Transitions

4. Visual Design • Element Design

As a developer1. Environments 2. Data Binding 3. Content Delivery 4. Modular Elements

Page 54: Communication with flexible documentation   edmonton ux camp 2014

As a designer1. Conceptual Design

• Strategy & Concept Convergence 2. Content Strategy & IA

• Substance & Structure of Content • Environment, Organization, Portability and Structural Layout

3. Interaction Design • Types of Interactions, States and Transitions

4. Visual Design • Element Design

As a developer1. Environments 2. Data Binding 3. Content Delivery 4. Modular Elements

Page 55: Communication with flexible documentation   edmonton ux camp 2014

Participatory Conceptual Design means involving non-designers to the designer tea party.

Photo Credits: http://www.slideshare.net/runger/big-d-sketchingkey

Consider trying the 6-8-5 Sketch Workshop on your next project during the requirements gathering and conceptual brainstorming phase with stakeholders and other team members.

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1. Define strategy, context of use and content.

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1. Define strategy, context of use and content. 2. Rapidly produce many variations.

Page 58: Communication with flexible documentation   edmonton ux camp 2014

1. Define strategy, context of use and content. 2. Rapidly produce many variations. 3. Critique and repeat.

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Separate features, assumptions, risks and potential usability points of friction.

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Think through high level page flows and the conversation the user will have throughout their experience.

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Individually focus on UI elements, potential options for handling information and interaction.

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Put it all together.

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Tell your story.

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s

Collaborative, cross-functional sketch sessions are the new post-it notes of experience design.

Photo Credits: http://spin.atomicobject.com/2012/04/22/more-takeaways-from-cooper-ux-bootcamp/

@niceux #UXCamp

Page 65: Communication with flexible documentation   edmonton ux camp 2014

As a designer1. Conceptual Design

• Strategy & Concept Convergence 2. Content Strategy & IA

• Substance & Structure of Content • Environment, Organization, Portability and Structural Layout

3. Interaction Design • Types of Interactions, States and Transitions

4. Visual Design • Element Design

As a developer1. Environments 2. Data Binding 3. Content Delivery 4. Modular Elements

Page 66: Communication with flexible documentation   edmonton ux camp 2014

As a designer1. Conceptual Design

• Strategy & Concept Convergence 2. Content Strategy & IA

• Substance & Structure of Content • Environment, Organization, Portability and Structural Layout

3. Interaction Design • Types of Interactions, States and Transitions

4. Visual Design • Element Design

As a developer1. Environments 2. Data Binding 3. Content Delivery 4. Modular Elements

Page 67: Communication with flexible documentation   edmonton ux camp 2014

Content strategists in the digital age need to become data philosophers and explore the metaphysics of content, starting with the question “What is content?”

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

Rachel Lovinger in 2007: http://boxesandarrows.com/content-strategy-the-philosophy-of-data/

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1. Structure and Relationships.Content Modeling

Photo Credits: http://alistapart.com/article/content-modelling-a-master-skill

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1. Structure and Relationships. 2. Volume and Details.

Content Modeling

Photo Credits: http://alistapart.com/article/content-modelling-a-master-skill

Page 70: Communication with flexible documentation   edmonton ux camp 2014

1. Structure and Relationships. 2. Volume and Details. 3. Potential Issues Posed to Design and Development.

Content Modeling

Photo Credits: http://alistapart.com/article/content-modelling-a-master-skill

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Photo Credits: http://alistapart.com/article/content-modelling-a-master-skill

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• Artist • Album

• Title • Cover Art • Genres • Songs

• Title • Time • Explicit

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Utilizing JSON gives me and rest of the team a flexible, structured, and sharable information set to distribute in various environments.

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

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Utilizing JSON gives me and rest of the team a flexible, structured, and sharable information set to distribute in various environments.

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

Page 85: Communication with flexible documentation   edmonton ux camp 2014

Information Architecture is the structural design of shared information environments

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

Wikipedia: http://en.wikipedia.org/wiki/Information_architecture

Page 86: Communication with flexible documentation   edmonton ux camp 2014

As a designer1. Conceptual Design

• Strategy & Concept Convergence 2. Content Strategy & IA

• Substance & Structure of Content • Environment, Organization, Portability and Structural Layout

3. Interaction Design • Types of Interactions, States and Transitions

4. Visual Design • Element Design

As a developer1. Environments 2. Data Binding 3. Content Delivery 4. Modular Elements

Page 87: Communication with flexible documentation   edmonton ux camp 2014
Page 88: Communication with flexible documentation   edmonton ux camp 2014

Realistic Screen Real Estate

Page 89: Communication with flexible documentation   edmonton ux camp 2014

Responsive DesignSource Ordering

Major vs. Minor Breakpoints

Photo Credits: http://zurb.com/word/source-order

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Edge Cases

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Using code for your wireframes gives you realistic detail control. Transitions lasting 250 ms feel a lot different than 750 ms.

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

@niceux #UXCamp

Page 92: Communication with flexible documentation   edmonton ux camp 2014

If you’re using code to prototype, plan ahead for the inevitable request to have it represent the end product.

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

@niceux #UXCamp

Page 93: Communication with flexible documentation   edmonton ux camp 2014

…using the implicit psychology at work in design presentations to our advantage … don’t let the client think you’re further ahead than you actually are.http://www.amazon.com/Responsive-Design-Workflow-Stephen-Hay/dp/0321887867

Stephen Hay

Page 94: Communication with flexible documentation   edmonton ux camp 2014

Plan ahead to supplement a coded prototype with annotations, a static PDF of key screens or a how-to guide.

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

@niceux #UXCamp

Page 95: Communication with flexible documentation   edmonton ux camp 2014
Page 96: Communication with flexible documentation   edmonton ux camp 2014

As a designer1. Conceptual Design

• Strategy & Concept Convergence 2. Content Strategy & IA

• Substance & Structure of Content • Environment, Organization, Portability and Structural Layout

3. Interaction Design • Types of Interactions, States and Transitions

4. Visual Design • Element Design

As a developer1. Environments 2. Data Binding 3. Content Delivery 4. Modular Elements

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[Style tiles are] a catalyst for discussions around the preferences and goals of the client.http://styletil.es/

Samantha Warren

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Wireframes and moodboards tend to be too abstract. Perhaps it’s just that I’ve never perfected the art of articulating their purpose, but I find it akin to showing someone a blueprint of their dream house and asking them what curtains would fit well in the space

http://danielmall.com/articles/rif-element-collages/

Dan Mall

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Now is my happy time with CSS. In-browser visual tweaks using the inspector and console.

Me

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Page 101: Communication with flexible documentation   edmonton ux camp 2014

Design Wireframe / Dev

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Too much spacing

Incorrect Typeface

Text is too big

Too much spacing

Text isn’t bold, wrong typeface

Not enough “leading”

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Page 104: Communication with flexible documentation   edmonton ux camp 2014

Too much spacing

Incorrect Typeface

Text is too big

Too much spacing

Text isn’t bold, wrong typeface

Not enough “leading”

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Reduce #header’s top-padding to 10px

Add font-weight: bold to nav

Increase padding-top to 300px and reduce margin-top to 100px

Reduce line-height to 1.25em

Add font-family: “Open sans”, Helvetica, sans-serif;

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• Involve stakeholders throughout design process so they understand critical thinking

• High level concept creation using sketches • Utilize JSON to make your content modeling portable. • Wireframe in your products natural environment, the

browser, in order to educate your client, identify design nuances and jump start your build.

• Stop with all the Wireframe and PSD decks • Utilize the browser’s inspector to give proper design

direction

Page 107: Communication with flexible documentation   edmonton ux camp 2014

• Involve stakeholders throughout design process so they understand critical thinking

• High level concept creation using sketches • Utilize JSON to make your content modeling portable. • Wireframe in your products natural environment, the

browser, in order to educate your client, identify design nuances and jump start your build.

• Stop with all the Wireframe and PSD decks • Utilize the browser’s inspector to give proper design

direction

Page 108: Communication with flexible documentation   edmonton ux camp 2014

• Involve stakeholders throughout design process so they understand critical thinking

• High level concept creation using sketches • Utilize JSON to make your content modeling portable. • Wireframe in your products natural environment, the

browser, in order to educate your client, identify design nuances and jump start your build.

• Stop with all the Wireframe and PSD decks • Utilize the browser’s inspector to give proper design

direction

Page 109: Communication with flexible documentation   edmonton ux camp 2014

• Involve stakeholders throughout design process so they understand critical thinking

• High level concept creation using sketches • Utilize JSON to make your content modeling portable. • Wireframe in your products natural environment, the

browser, in order to educate your client, identify design nuances and jump start your build.

• Stop with all the Wireframe and PSD decks • Utilize the browser’s inspector to give proper design

direction

Page 110: Communication with flexible documentation   edmonton ux camp 2014

• Involve stakeholders throughout design process so they understand critical thinking

• High level concept creation using sketches • Utilize JSON to make your content modeling portable. • Wireframe in your products natural environment, the

browser, in order to educate your client, identify design nuances and jump start your build.

• Stop with all the Wireframe and PSD decks • Utilize the browser’s inspector to give proper design

direction

Page 111: Communication with flexible documentation   edmonton ux camp 2014

• Involve stakeholders throughout design process so they understand critical thinking

• High level concept creation using sketches • Utilize JSON to make your content modeling portable. • Wireframe in your products natural environment, the

browser, in order to educate your client, identify design nuances and jump start your build.

• Stop with all the Wireframe and PSD decks • Utilize the browser’s inspector to give proper design

direction

Page 112: Communication with flexible documentation   edmonton ux camp 2014

Measuring success of a workflow change means answering one question: Does this change make everyone on the team happier?

Photo Credits: http://www.bbc.co.uk/blogs/legacy/bbcinternet/2012/06/bbc_tv_channel_homepages_redes.html

@niceux #UXCamp

Page 113: Communication with flexible documentation   edmonton ux camp 2014

Thank you!