UX Tour 2013 Recap

I've spent the last 4 months on tour. I've spoken at private company events, tech conferences and meetup groups, all in the spirit of our mission at D-I. By the end, I spoke at 34 events in 13 cities all over the United States to nearly 3,000 designers, developers and product managers.

Our mission at D-I is to inspire companies to engage in better conversations with their customers -- to understand that great software isn't just features and specs, but rather an important piece of their users' lives.

While this tour was a solo venture, it was a team effort. I have an amazing supporting team here in Cleveland who managed the day to day efforts at the company. It's not easy walking away from the daily grind and leaving it in others' hands. But, my team proved to not only keep things moving, but to actively improve the company while I was away. I am so appreciative of how they stepped up to support me.

The topic was company culture and how it takes a team effort to create anything great. To demonstrate how you can use your culture as an advantage to exploit problems in big companies who lack a cohesive culture.

Here's a video from talk #18 in Cincinatti, OH. It was streamed and recorded by Gaslight Software. It was a great event, even if not one of my best performances.

If you visited me on tour, please reach out and let me know how it has impacted your business. I'd love to continue our learning, together, even now that the tour is over.

Read in the gaps.

Like many people, I developed a natural aversion to reading. There are so many ways to instantly satisfy our thirst for information. TV, blogs, magazines, the gossip column, YouTube all give us endless amounts of information to consume in bite size chunks.

About a year ago, I forced myself to read the stack of business books I had acquired. There were about 5 of them of particular importance, but I was intimidated by the sheer amount of content I had to get through before getting the payoff.

But it didn't have to be that way. Books are dense with information, more than any other medium I can think of. You can read a chapter of Thomas Edison's biography in 30 min and learn more than you would from a 1 hour documentary.

There is instant gratification in books, it's just disguised in an intimidating form factor.

Finding the gaps

My days are full of 3-5 minute gaps:

  • Waiting for my wife to finish her makeup before a dinner party
  • Arriving at a clients office a few minutes before our meeting
  • During TV commercials
  • While scarfing down lunch by myself.

I used to pick up my cell phone and watch people "FAIL" on YouTube, or flip through the endless blogroll of technology posts. Most of which are actually making me dumber. My time is too valuable.

Now, I pick up my Kindle and read.

I can read 10-15 pages in 5 minutes, and that adds up to a full book or more every 2 weeks. Solely by reading in the gaps, I can read 20 more books a year.

Through this little experiment. I've actually learned to love reading. I crave it. I stop by the library on the way home just to get a little alone time with a book, and it's remarkable the impact it's had on my life

Try this for 1 book

I've read more than 50 books in the last year. I make better decisions because of it. I listen to my team better because of it. I avoid problems I otherwise would have stumbled into.

Find a non-fiction book that is appropriate for your life right now. One that would help you find important insights that are immediately applicable. Carry that book with you and commit to reading it in the gaps till it's done. Then decide for yourself if it was time well spent.

This is the first piece of advise I give to entrepreneurs that I mentor. I've never met someone who thought it was a waste of time.

Rustbelt Refresh

Cleveland has a very active development community. It may not have as many people as larger tech hubs, like Chicago, Denver or San Fransisco, but what it lacks in numbers it makes up for in passion.

I'm really excited that Cleveland finally has it's own front-end developer conference. There are some great speakers lined up, a really cool venue and some great opportunities for social gatherings.

I'm looking forward to Rustbelt Refresh version 1.0, on May 3, 2013 at the Cleveland Public Library.

Early Bird tickets are on sale now for $125.


Disclosure: I'm not affiliated with this conference, though it is organized by two of my co-workers who I want to see succeed.

I'm speaking too, but that shouldn't diminish the ticket value much.

My 2013 UX Tour

I wake up each morning with a clear sense of why I have the job that I have. I'm on a mission to inspire myself and influence others to make the world more intuitive.

As the owner of a small design/development company in Cleveland, OH, I have the opportunity to work with 15-20 fantastic consulting clients a year, and even more customers on our products and training front.

That said, 15-20 companies a year is a really slow way to change the world.

So, I'm heading out on a tour to inspire companies to think differently about how they do design. To help transform company cultures to pay more attention to how their users feel.

You can follow my journey on this blog, and on Twitter. Or, even better, you can join me on the way.

Public events for February and March, 2013

If you are able to come, shoot me a message and we'll make sure to connect while I'm there.

Yes, Designers and Engineers Can Play Nice

Derrick Yo:

A product team works best when engineers and designers not only show empathy towards their customer, but each other. This has to be driven by the culture of your team.

[...]

Design optimizes for best possible experience for the user. And that includes even the most subtle changes that make a product feel “just right”. Engineering makes that a reality by ensuring that experience is flawless under all scenarios. Sometimes, that means having to make tough decisions of implementation tradeoffs.

I couldn't say it better myself. In fact, we've built our company around creating a culture of design collaboration. Whether that culture is in our own office or in the office of our clients.

We've found that a good company culture with lesser talent will regularly produce better designs than a bad company culture with a rockstar designer.

Our new product, ReFocus

I’m really excited to tell you about the new application we’ve been building at D-I over the past year. It’s called ReFocus and we’re heading into private beta. If you would like to help us test this product, we’d love to have you. Just head on over to the ReFocus beta site and add yourself to the list.

Why ReFocus?

At D-I, we’re on a mission to make the world around us more intuitive. At the heart of great design is great feedback from users. That feedback needs to be refined regularly, and the results shared with the entire team.

What is ReFocus?

ReFocus is an automated facilitator for user feedback sessions. We use it internally for usability testing of prototypes, or validating the need for new pieces of functionality.

You setup some tasks or questions for users, embed a very small piece of Javascript into your application, and then invite participants to give you feedback. Then you sit back and wait for the results...

What kind of feedback can I expect?

We’ve built ReFocus for qualitative feedback more than quantitative feedback. It’s different than A/B testing or reviewing analytical metrics. It’s about getting long form feedback and annotations on your designs written by your actual users.

Who is ReFocus for?

Design is not just the designers job. Everyone that is involved the development of web products needs to understand their users and the experience we want them to have with your product.

  • Designers & developers who want to observe how people use their product or website.
  • Marketers who want to test how users feel about their initiatives
  • Agile development teams who get feedback from users each iteration
  • Startup CEOs who want to validate that they have a solution that customers find valuable.

Sign up for the beta

We’re launching a private beta in the next few weeks and we would really appreciate your help. After all, we need feedback from our users too. You can signup on the ReFocus website.

Creating a culture from failed policies.

A couple years ago I heard a story from Jason Fried of 37Signals about why work doesn’t happen at work. He observed that the most productive moments for his team were those where they worked for long periods of time without interruption. That being “in the zone” is like REM sleep. It takes a long time to get into that state and any interruption will wake you back up. At that point, you can’t just pick up where you left off. Being interrupted for 2 minutes actually causes a 30-40 productivity loss.

A few years ago, my partner Dave and I put a policy in place to prevent this from happening. We called it the no tapping on the shoulder policy. The idea was simple, very few issues are so urgent that they warrant an interruption. Instead of interrupting each other, we should send an email or put a note in Campfire. We agreed to hold each other accountable to this policy and over time this would correct our bad habits.

It was a miserable failure. In fact, we tried it several times over the years, and it never stuck.

Our company has grown a lot over the past year. As we added more people, this problem became worse. We’re in a big open space and it’s very tempting to interrupt your neighbor with a simple whisper (“psst”), or a hand wave over their monitor.

This escalated into a pretty annoying problem. Every time someone innocently broke the rule, they got a reminder from their coworker about what they had done. These little reminders started to make people feel guilty. And so, since nobody on our team wants to hurt anothers feelings, the reminders stopped. And once the reminders stopped, the policy was no longer enforced.

Our simple policy had good intentions, but actually caused more harm than good.

Policies exist to discourage bad behavior. They are reactive. What we actually wanted to do was encourage good behavior. We wanted a culture where people respect their own time and attention enough to also honor the time and attention of others around them.

So, I tried an experiment. I asked a simple question to the team one afternoon: “When you’ve got a serious problem to deal with, where do you go when work has to get done?” My theory was that this would get the team to understand what it looks like when each of their coworkers is “in the zone” and therefore would be more likely to recognize that state before interrupting them.

It worked. We haven’t talked about it since, and we’ve become more productive in almost an instant.

Policies

Policies are important. They certainly have their place in every business. We find them in employee handbooks and on the walls of break rooms. They exist to prevent and punish bad behaviors.

Policies are easy to create, but hard to enforce. The breaking of the policy can lead to swift and serious action, which is painful for everyone. So, they should only be used in zero-tolerance situations where disciplinary action is an appropriate response:

  • Sexual harassment
  • Gossiping
  • Taking new projects without a contract

Culture

Culture is on the opposite end of the spectrum. It’s possibly the most important aspect of a healthy work environment.

Culture is hard to create, but easy to enforce. It requires team buy-in. You can’t force a culture on anyone. Your team members must be willing participants.

Culture promotes good behavior, and polices itself with positive reinforcement when things go wrong. We’ve worked hard to create a culture that:

  • Promotes the respect of the families and friends of your coworkers
  • Keeps work at work and minimizes the need to call or email each other after hours
  • To not call meetings unless absolutely necessary.

What can you flip-flop?

If you want to instill a new habit at work, or want to correct some kind of behavior, try changing the policy into culture or vica-versa. You might be surprised at just how effective it can be.

Fear, Manipulation and Loyalty

Most companies who advertise their products or services employ either a strategy of fear or manipulation.

Fear is a powerful motivator. When we are scared or nervous about something negative in our world, advertisers can play into that fear to sell a product.

You may remember a scene from Goodfellas, when Jimmy Burke intimidates his target into paying by sticking his head into a pizza oven. But, fear based advertising is not typically this nefarious.

Your dentist may sell you on toothpaste to cure your fear of cavities. Or, you may buy aspirin to just keep around the house in case a headache rares its ugly (err) head.

I have clear memories of a commercial from my childhood: “This is your brain... this is your brain on drugs. Any questions?” This is fear based advertising in its finest hour.

Manipulation is used to sweeten a deal. This includes things like double coupons, sale prices, rebates and other promotions.

Imagine 2 brands of chicken noodle soup, both seamingly equal in every way, but one is on sale for 50 cents less. It’s much more likely that you’ll buy the less expensive soup, since its a better value.

When I bought a new car earlier this year, the dealership threw in “free car washes for the life” to help close the sale.

Both fear and manipulation are valid, powerful ways of helping a sale along. But, these are just transactional motives. Once the sale happens, the incentive is spent. These strategies are not the basis for building a loyal base of customers.

Loyal customers choose to do business with you time and time again, even when other incentives and motivations try to distract them. It provokes a “we’re in this together” bond which is not easily broken.

Loyal customers are harder to earn, but easier and less expensive to keep. If repeat business is important, focus on building loyalty. But, if you just need this one transaction, building loyalty is probably way too expensive.

What exactly do you do for a living?...

I don’t have lots of memories of my childhood, but the memories at my grandparents house are particularly vivid. They lived deep in the country in southern Ohio. The kind of place where you’d have to drive an hour to get to after exiting the highway, and even once you arrived, you had to climb the long gravel driveway up into the woods.

At the top of the driveway was a quaint country home that my grandfather had built himself after he married my grandmother. They had a small grove of banana trees out back by the porch swing. Off to the right, past the well he “dug” with dynamite when my mom was a young child, was the red barn that housed his workshop.

His workshop was home to his small family business. The barn was a metalworking shop. It was full of workbenches, drill presses, angle grinders, sandblasters, and the like. It was impeccably clean for this kind of shop. I wouldn’t hesitate to eat a donut that was dropped under the milling machine, but then again, I’m not known for my ability to resist donuts under any circumstances.

Even as a young child, I had a clear understanding for what my grandfather’s career was. He made machines that made plastic strips for all kinds of different uses. Sometimes he sold the strips, sometimes he sold the machines. But, you could tell what he does just by looking at him.

30 years ago, you could tell what someone’s profession was by the kind of clothes that they wore. My grandfather wore flannel, a work apron, had a hands-free magifying glasses strapped to his temples and was covered in metal shavings.

But, if you asked my grandfather what I do for a living, he’d be perplexed. On any given day at our office, you’d see 9 people in blue jeans and t-shirts wearing headphones and staring at computers.

If you gauged what our profession was based on our appearences, you’d think we were monitoring the Matrix or hacking into CIA mainframes. (We’re not... though that seems like an awesome job.)

When you think about it this way, its perfectly obvious why my grandfather thinks I “work with computers.” After all, I spend all day working on computers and we have way more computers than we have people.

Flat Style Reduces Discoverability

Jakob Nielsen:

The Windows 8 UI is completely flat in what used to be called the "Metro" style and is now called the "Modern UI." There's no pseudo-3D or lighting model to cast subtle shadows that indicate what's clickable (because it looks raised above the rest) or where you can type (because it looks indented below the page surface).

Jakob is missing the point of one of Microsoft main design patterns in the “Modern UI.” That is, Everything is interactive.

In Windows 7, OSX, Gnome and other traditional window managers, it’s important to make actionable elements visually different from the non-actionable elements on the screen. We use lighting effects, subtle gradients and shadows, to make buttons appear “buttonized.”

But, in the “Modern UI” and many iOS applications where everything is actionable, this distinction isn’t nearly as important.

Sacrificing Usability for Innovation

Usability and innovation are always at a crossroads. While usability is largely about promoting sameness, making unfamiliar things work in familiar ways, innovation is about new ideas and new ways of working.

Windows 8 is clearly Microsoft’s newest innovation. From a design and interaction standpoint, its vastly different from Windows 7. From my interpretation, this is Jakob Nielsen’s largest complaint with Windows 8.

Des Traynor sums up my thoughts succinctly:

There's some insight in Nielsen's Windows 8 report, but the main vibe is: "Man who hates when things change, hates that things have changed"

While I’m not a fan of Windows 8, yet, I believe it has enormous potential over time.

(Personally, I think many of it’s design decisions are absurd. I can’t help but believe “desktop mode” was forced into the product by higher-ups who don’t want the monumental overhead of redesigning the Microsoft Office experience.)

That said, the Metro UI is actually really good. It’s falling apart at places, but those kinks will be ironed out over time. That’s the nature of new software.

What makes a design great? My interview on Deep Fried Bytes

Keith and Woody allowed me to join them on the Deep Fried Bytes podcast this week to talk about what makes a design great.

I'm fortunate to get to talk about design to all kinds of people, but I've always enjoyed talking design with developers.

You can listen to the episode on the Deep Fried Bytes website, or grab the show in iTunes.

Thanks to our sponsor, DevExpress.

My super secret wireframe workflow

I'm about to share one of my most coveted secrets. The wireframing workflow that I invented 11 years ago. It's the secret sauce that, until today, has been proprietary. It will instantly make you faster, more iterative, and will make your whole process more organic.

Sample Omnigraffle document

It all starts in Omnigraffle

(Or the diagram software of your choice)

  1. Start a new document and draw a square on the page.
  2. Print 10 copies of that page and stack them on your desk.
  3. Grab a pencil (It's a like a stylus, but works on paper)
  4. Draw 10 versions of your wireframe, one on each sheet of paper
  5. Pick the best one

Lifehack/Pro-tip: To save money on expensive diagramming software, you can skip the software altogether and draw your own damn square.

Critiquing others' business models

Businesses exist to make money. Plain and simple. Businesses are not emotional. There aren't "evil" or "good" businesses. Businesses exist to make money in order to serve the agenda of the business owners.

The agenda of a business owner is not always so clear cut. We are emotional beings who yearn for respect and a public voice. That said, nearly all of us have a major goal in common: to provide for our families and increase our personal wealth.

Some business owners aim for bigger profits than others. Some aspire to make a couple million a year in stable long term growth, and others yearn for the big payday in a volatile billion-dollar market.

The formula to personal wealth as a business owner is simple:

Number of Customers x Profit per Customer x % ownership in the business.

Of these 3 pieces, % ownership is the most important. Your strategy around the other two pieces will define your business model. But, if you want to amass large personal wealth from your business, you need to own a substantial piece of it.

I like to think of Number of Customers and Profit per Customer as multipliers. Both are essential, but only one needs to be large.

One strategy is to focus on the number of customers and rely on your ability to squeeze a little profit out of each one. Fundamentally, that's how Google, Facebook and Walmart work.

How do you squeeze a little bit of profit from millions of consumers who don't pay to use the service? Traditionally, you sell access to those consumers to advertisers. You make the consumers experience a little bit worse, but not so bad that people stop using your service. Sometimes you make decisions that will lose you consumers, but as long as the additional profits outweigh the loss, the business will keep growing.

Another strategy is to focus on larger profits per customer, but serve fewer customers. This is the model of Oracle, high-end car manufacturers, and most consulting businesses.

These businesses aim to create the best experience for the consumer and charge them directly for it. Typically, these businesses enjoy profits sooner, and won't rely on outside capital to get started. As a result, they are less likely to disappear overnight.

Then there are businesses which focus on both multipliers. In order to focus on both number of customers and profit per customer, you need to sell something people consider to be essential to their way of life. Like gasoline, pharmaceuticals, cell phones and cable TV. Other types of businesses may grow into these models, but it's almost always an evolution from one of the previous models.

Playing at this level takes immense focus. It's easy to get greedy. You will often be critiqued by your own customers for overcharging. You'll have stiff competition from others following one of the simpler business models -- who can charge less than you and still be massively profitable.

Many new businesses fail by trying to get ahead of a business model which is out of their grasp. Be flexible with your model. As you grow, you'll find new opportunities you couldn't reach before, and you'll enjoy profits you never thought were possible.

New Digs at Squarespace 6

I've been a bit silent lately. I've been working on my transition from Squarespace 5 to the newly released Squarespace 6. While all my previous content was transitioned automatically in a matter of minutes, I just couldn't resist tweaking the design a bit. (and by "tweak" I mean tirelessly obsess over each pixel for 2 solid weeks).

Needless to say, Squarespace 6 is an amazing platform. If you haven't had a chance to sign up for a free account just to fiddle around, you really are missing out. It's one of the most modern web applications I've ever worked with.

Zurb Acquires Pattern Tap

Bryan Zmijewski at Zurb:

We’re excited to share the big news with you today! We’ve acquired Pattern Tap, a place where designers can find inspiration and study patterns of user interaction. It’s an amazing resource and we’re especially excited about the potential it brings to further our mission of increasing design literacy. Not to mention, it’s a great resource just to keep up with the freshest ideas in the design world.

I’ve been a huge fan of Pattern Tap since it’s inception, but I always worried about it’s self-sustainability. It’s great to see Zurb pick it up where they can put resources behind it and let if thrive.

Responsive Design: Expand, don't contract.

Jakob Nielson:

But the most important point is that responsive design — if done correctly — does involve creating distinct user interfaces for each platform. After all, the entire idea is that the design adapts (or “responds”) to the capabilities of the user’s specific platform.

I don’t believe Responsive Design was intended to be an add-on to your existing design. It’s something you embrace from the beginning. You shouldn’t be trying to shrink your design down to fit onto mobile devices, as much as you should be expanding outward to larger screens.

The core of your design, the epicenter, should be the heart of all interfaces regardless of size. Larger screens have more tolerance for ancillary information, where mobile sites need to cut to the chase.

When you start with the epicenter and design for mobile first, you have freedom to expand. But, when you start with a large robust design, all you can do is find clever ways to squeeze your design into smaller devices.

Responsive Design: The New Whipping Boy

Brad Colbow:

Over the last few weeks We’ve seen responsive web design get blamed for everything from bad usability to the reason Facebook’s stock is tanking.

[…]

What is being described here isn’t a design problem, it’s a content problem. You can’t make your site responsive because your content strategy is out of whack. The responsive technique is becoming the fall guy for a content problem.

Creating the Windows 8 User Experience

Steven Sinofsky on the MSDN Blog:

Windows 8 introduces a new kind of app, which we codenamed “Metro style” following the design language that has evolved going back to Windows Media Center and the new Windows Phone. These apps are immersive, full-screen, beautiful, and optimized for the ways that people commonly use devices today.

I thought it would be useful to take a step back and describe a little bit of the background of how the Windows 8 user interface was designed, and discuss some of the decisions we’ve made and the goals of this new experience in more detail.

My wife almost fell out of her chair last week when I told her I was really impressed with the thinking behind the new Windows.

I might even buy one as a gaming computer around the house. But, I can't imagine anything pulling me away from OSX at work for quite some time.