blog.frederique.harmsze.nl my world of work and user experiences

March 31, 2012

Intranet trends 2012 according to Nielsen

Filed under: Usability — frederique @ 20:47

The intranet world according to Nielsen is evolving and keeps getting improved. It is getting more social, but not more mobile as fast as we’d like. I always like to read the yearly Intranet Design Annual – The Year’s 10 Best Intranets….

Some trends from the report….

  • Mobile is not growing as expected
    Only 1 of the 10 winning intranets has a mobile version, which is disappointing after the good results in last year’s report (see 2011 annual post) .
  • Information Architecture and navigation
    “The great intranet designers today know that an intranet’s foundation is its IA, and that they should begin working on it early in the design process.”
    • Centralized IA to bridge silos
      Team sites give teams have a place to work, but the risk is that the teams only see their own ‘silo’ sites and miss what happens elsewhere. Nielsen sees that several of the winners have managed to create a central Information Architecture that accommodates everyone. Also, this year’s intranets are particularly good at linking content together in a manageable web for the users
    • Innovative menus
      Several of the winners use mega-menus, with category sections, to give a better overview of what’s available and quicker access to lower levels. One winner also has a mini-dashboard of icons on each page, with short cuts to key content.
      Nielsen stresses that the winning teams thoroughly tested their nonstandard menu interfaces and and iterated their design. Otherwise you may end up with something that looks spiffy but is incomprehensible and un-usable.
    • Customizable targeting 
      Targeting helps the user to focus on what’s relevant, but that backfires if the user does not fit in a neat pigeon hole. The trend Nielsen sees is to allow users to select a different role (e.g. for a different location) to browse other content.
  • Content is still king
    • Include it in the design process
      In order to get a better feel for the content and how it would fit on your pages, don’t use “lorem ipsum” dummy test but real content, right from the beginning.
    • Multimedia are going strong
      Photos, videos and other multimedia continue to play an important role. An interesting example are recordings of customer service phone calls, that focus all employees on the customer.
    • Languages continues to be a challenge
      In multilingual companies, the primary language is often used for the general pages, while specific local content is in the local language.  Some companies translate company-wide into several corporate languages. And some countries leave it up to the author, asking them to tag it with the language.
  • People and social
    • Quick access to co-worker information
      The winners make it easy to find interesting people, like experts, and ask them questions.
    • Wall feeds integrated with profile pages
      We know ‘writing on the wall’ from social media like Facebook. This years, such feeds appeared on intranets as well.
    • Supportive and accessible management
      Executives are sharing information on many intranets and they do it well.
    • Celebrating personal content
      Employees are people as well, so many intranets not only encourage business content, but personal content as well.
  • Engage and interact
    • Feedback to encourage participation
      Contributors want to know how much interest there is in their content. Some winners provide metrics to the content owners, and some even make these metrics visible so that everyone knows who are top contributors.
    • Collaborative approach to design
      Most of the winners actively involved key people in the design process, via user tests and informing stakeholders, in the different locations. One company even invited all employees to join the planning calls in the early stages.
    • Commenting continues
      Most of the winners offer the option to comment on pages and articles. Usually people comment on controversial topics, and on articles that end with an explicit call to action or question.

“When employees switch between using the web and their company intranets, they shouldn’t feel like they’ve gone from driving a 2012 ZL1 Camaro to a 1989 Chevy Nova with faulty brakes”

Right you are mister Nielsen!

October 31, 2011

Just ask the users

Filed under: Usability — Tags: , — frederique @ 23:46

We are about to start developing a new version of our intranet, where we use ‘intranet’ in the broad sense of the word: internal network for communication, collaboration, knowledge sharing and process support. The current version of the intranet is over six years old, so it is about time….

As we do have an existing intranet and we do have employees currently using that, we naturally asked them what they use, like and dislike about it. So we sent out a survey.

Survey

We wanted to get results quickly, as input for discussion. And we had no budget for outside help. So we kept things as simple yet effective as possible.

  • A standard SharePoint survey list template.
    Quick to set up and users could easily access it, and we knew for sure it would work on the old IE6 browsers that are still all over the company.
  • As simple and “free” as possible for the user:
    • Four ‘rating scale’ questions: rate several intranet features on a Likert scale from 1 to 5
    • Two multiple choice questions about what they use and what they want
    • Three fields where they could optionally add comments in a free text field
    • Users could answer anonymously, a point we stressed in the invitation.
  • Language versions: We created different versions
    We were afraid that the users who are less fluent in English would not respond to an English language survey, but we wanted to capture their opinions. We had no time or budget for official translators, so I translated the survey and invitation myself, helped by Google Translate and some nice native speaker colleagues.
    Note: Don’t rely on Google Translate! It gives you a nice starting point, but it also give you hideous mistakes in every sentence.

    • The main survey in the company language (English), sent to random users in the UK, Australia, The Netherlands and Belgium.
    • Separate versions in the main “alternative” languages (French, German and Spanish), sent to random users in those countries.
  • Invitation: We sent an e-mail inviting their participation in the different languages (with the names in the hidden Bcc field), in which we explained why we needed their input.

Meta-results

We’ve learned from the results, not only about the way to improve the intranet but also about doing surveys.

  • Quick and dirty works
    We could set up a survey, get responses and interpret them roughly within a week and a half.
  • Free text fields work
    The multiple-choice questions give us quantitative results. But the free text fields told us a lot as well: not only what they say, but also their tone of voice, tells us what they feel strongly about and what frustrates them most. And several users gave us great ideas, thoughtful analyses of the problems they encountered and their preferred solutions.
  • Language versions work
    We worried that the users in the non-English speaking countries would not be using the intranet and therefore be unwilling to respond to the survey. But we received about 30% response from them, including a lot of free text comments, the same as for the ‘standard’ survey. Was that because we asked them in their own language?

Tidbits from the results

  • Search needs to be improved
    Our search has technical problem and it is pretty bad. And the search is always a hot topic in Nielsen’s Intranet Design Annuals (see this previous post). So it is not a surprise that our users are very vocal about the need for improvement.
    “The search functions of is an absolute nightmare.”
    “I do not use the search functionality at the moment, because I simply never can find what I’m looking for”
  • The intranet needs to be faster
    No matter how useful the intranet is and how appealing and user-friendly the pages look, the user will be unhappy if it takes too long before the pages is loaded. If it is too slow, they will get completely frustrated, or just stop using it.
    “If I have to wait for a page to open for at least 15 seconds (or more!), I would only use the intranet if I had no other option, like now. ”
  • Language issues
    As we feared (and as I blogged before), the non-English speaking users would definitely prefer to get an intranet in their own language. We had no multiple-choice question about that, but several people in each language group gave this comment. Including a Dutch participant, who were supposed to be able to handle English without any problems…
    “¡ Intranet en castellano ! ”
    “Meine Anregung wäre, das man alle Seiten in deutscher Übersetzung wählen kann. “

    “Je sais que ce n’est pas forcement evident, mais il faudrait que les communications vraiment importantes devrait être traduite en français.”
    “Please in Dutch should be easey “
  • But we know why we work so hard to improve the intranet
    Fortunately, the results are also encouraging: most people use the intranet multiple times a day and they think it is important for the business, though they all see a lot of room for improvement.
    “Don’t get me wrong, I use all the above a lot, not having these tools available will be a real nightmare. ”

Ok, we have received a lot of useful feedback. Let’s get started with that redesign!

August 31, 2011

Duds – Why do some solutions fail?

Filed under: Adoption,Governance,Usability — frederique @ 23:56

I’ve been developing small-scale information worker solutions for the same company for a few years now. Different departments and teams needed different solutions to solve their problems in the domain of communication, collaboration and the optimization of business processes. And because I am still here, some time after we’ve launched the solution, I can see where it all led.

Well…

On the one hand, some solutions are still a great success, helping the teams to increase productivity and quality, and reduce cost and frustration.

On the other hand, other solutions completely fell flat. They have never been used for real, and got swept out ignominiously as a dead site by the house-keeping team.

What went wrong with those duds? It’s not always clear, but these seem to be important negative factors.

Solving no problem.
We create a solution – in my case usually specific functionality in a teamsite – to solve a problem. We identify that problem in the beginning, with a rough business case. However, sometimes an expected problem does not actually arise. So the solution is sitting there in a vacuum, solving nothing of substance.

An example that I encountered recently, was a solution for issue tracking in a high profile project. When I asked after a few weeks why I did not see any issues in the tool, the answer was that there were no issues so far…
Maybe I should see that solution as an insurance policy: you hope you don’t need it, but you make sure it’s there just in case your house burns down or – in this case – the project gets swamped with issues. Unfortunately, I fear they did find issues later on. By then, original project leader had left, probably nobody remembered that they had this tracking tool and they solved the problem some other way.

So: If you create a solution for a problem that hasn’t arisen yet:

  • Double-check that they need the insurance.
  • Keep it as simple as possible, to avoid wasting too much time.
  • Make sure the team know about the solution, so that they can start using it as soon as the problem does arise.

Functionality insufficient
We do our best to create a solution that meets the users’ needs. But sometimes the result just isn’t good enough. In my case, the available platform and toolkit definitely limit what I can create. In other cases, the technology may be up to it, but the budget it too restricted to get the job done.

An example that I won’t forget in a hurry is a sales tool for a Russian team. We knew from the beginning that we were pushing the envelope. But as the project progressed, it became clear that it just wouldn’t work. The American third party tool didn’t understand the Russian date format. The client became more emphatic that his huge amounts of data needed to be connected in multiple ways. And there just was no way that we could solve the problems in a reliable way. In the end, even the parts of the tool that did work, were never used and the entire solution was deleted in our last spring cleaning campaign.

So:

  • Identify the full extent of the client’s needs at the beginning of the project, especially complex showstoppers.
  • Double-check that you have grasped the essence and that you have a solution, especially if there are further complications, like a language barrier (I don’t speak Russian any better than that third party tool that got stuck on the date format…).
  • If there is no good solution, cut your losses and stop the project. Launching an inadequate, unstable solution will only make your life harder, when they call you to save them when it collapses.

Usability insufficient
Our solutions are created to help employees be more productive, or more generally: help the users reach their goals. That will only work, if the solution is user-friendly: if the users can do their job quickly, easily and pleasantly.

With on a fixed, old platform, usability of any of its solution is sub-optimal, to say the least. For instance, readers see an Edit button and only discover they do not have the required permission when they try to save the item and all their content is gone. And when contributors enter metadata, there is no connection between the data they enter. So if they first select a country and then a city, the selection list of cities is not pe-filtered. Stupid system…

However, sometimes a solution is not user friendly just because it is an IT system, regardless of its “objective” usability. I’ve sat next to users who told me “No no no, this is just too difficult for me“, until I pointed out that – basically – they just had to click the prominent button ‘Upload document’ to upload a document. “Hm, that’s actually quite easy”. Such users don’t feel friendly towards any new system, because it always takes some energy to check out something new, and they don’t see it as their core business. But that has more to do with user adoption driven by management commitment.

So: optimize usability as far as possible

  • Determine who the user groups are and what they need, and cater for their needs specifically. For example, remove the Edit buttons from pages that are mostly visited by readers who cannot use them anyway.
  • Test this with real users, even if it is very informally: just drop by and see what they do. I see a lot of interesting things when visit my less intranet-savvy contacts. They sometimes click in very unexpected places…
  • If you can’t use technology to make things clear and the fixed styles don’t give you any help, be as clear as you can in text and sorting:
    Include the right words in title bars, link texts, explanatory texts, document titles.
    Order the content in such a way that the information that is most important to most users is at the top of the page, at the very least above the fold: most recent documents, my tasks, key links, etc

User adoption insufficient
A solution can be set up brilliantly, if the users don’t use it, it is still a dud. Of course none of the solutions I created were absolutely flawless. But I have seen good solutions ignored for other reasons.

One of the solutions where we really made a huge effort to make it as functionally useful and user-friendly as possible, is a program management tool. The project teams of the individual projects should update the project status and other key indicators in the tool, so that all participants can monitor the program’s progress and the program managers can intervene where needed. But most project leads just don’t do it. The tool is not that difficult to use. But determining the status and key indicators of the project is difficult. So they are very reluctant to adopt the process itself, let alone the tool they can use to facilitate that process.

Another example I’ve just encountered, concerns a very savvy project lead, who is definitely able to handle both the process and the solution he could use to make that process more efficient. But he insists on using some “old fashioned” solution that he has always used and that he is completely fluent with. Except that it is rather unpractical for collaboration with the other stakeholders. In this case, the main obstacle for adoption is probably the ‘Not Invented Here’ syndrome.

So:

  • First of all, the users need to understand how it all works. Ensure that the users know what the business process is and how to handle that. And then how the solution can help them with it and how to use it exactly. So provide training and help material, both concise (FAQ, quick reference) and more detailed (user manual, help pages). Even if they don’t consult the material, many users feel more secure in the knowledge that it is available if they need it.
  • Communicate not only theoretical knowledge to the users, but also a clear sense of what’s in it for them: how will this make their life easier (saving them time and effort) or richer (informing them better than before).
  • Is this an important business process? Then using the tool to make that process flow more efficiently is a core task for the participants, and not just something they can ignore. This implies that management commitment is needed and the managers need to act upon their commitment.

Management commitment insufficient
In the context of intranets, the goals that the employees are trying to achieve – with or without using one of our solutions – fall under the responsibility of a manager. If the manager feels that the goals will be achieved more effectively and efficiently using a tool, they can ask us to develop such a solution. But then the managers are also responsible for the adoption, usage and maintenance of that solution, even if they delegate the actual work to another employee. However, I’ve seen quite a few solutions fail because of a lack of management commitment.

For several solutions, including what was supposed to be an important tool to aid marketing strategies, my contact for the entire project was an intern or another temporary employee. I knew the names of the responsible managers, but I never got any input or feedback or questions from them. So when the temporary employee left, the entire project just stopped.
That marketing tool was almost finished two months ago, and it still is almost finished. An HR site was almost finished two years ago, and it is still gathering dust without any further progress. The positive only example was the HR site for another country, where the intern managed to launch the site before he left. That is a rather static information site, so it does not matter as much that it has not changed since then, because at least the information is available for the readers.

In some other projects, the managers were personally involved, but the solutions still failed, because the managers did not see them through. In one case, the most eager sponsor left the company. The other one had very little time, as complications within the organisation distracted her. I noticed that she lost her enthusiasm for the project, but I was unable to re-energize her. The fact that she was in Australia and I was in The Netherlands played a role: we could only have a real time conversation in the hour after my midnight and at the start of her work day. That solution had cost us a lot of effort and was ready for launch, But it was never used and flushed out in our last spring cleaning.

So:

  • Don’t do a project with an intern without on-going involvement from the responsible manager. If they won’t do more than just give the order to develop a solution, then it apparently is not important enough.
  • Get more explicit and well-founded Go/No Go decisions: Is the problem that we are trying to solve still serious? Do you still think you can achieve the benefits? Can we take a sprint to finish the solution with a burst of energy? Or should we just stop wasting time on something that is just bleeding to death?.
  • Make it clear that they need to invest some time now, in order to save a lot of time later, when the solution allows them and their team to work more efficiently.

Most of these reasons for duds to fall flat don’t have anything to do with technology, but with people. So getting a cool new toolkit is not going to help me get more solutions up in the air and soaring to great heights. It’s

getting a cool new toolkit
AND
determining exactly what solutions I should create with it to allow users to reach their goals
AND
making those solutions so user-friendly that they will get their quickly, easily and without frustration
AND
getting the users up-to-speed with its workings and eager to use the solutions
AND
Ensuring management commitment so that the tool that facilitates key processes is considered key as well.

May 31, 2011

Sightseeing in intranet land

Filed under: Usability — frederique @ 23:00

When I was working on internet sites, I could just explore the web to see what others were doing. Now that I am in the world of intranets, it is more complicated to get inspired and sanity checked by others. Intranets are for insiders only and not accessible for tourists who want to take a look. Of course I have worked on different intranets, for different kinds of organizations, and I can share knowledge with my colleagues about our projects. But I also like to see what happens in other intranets, as a busman’s holiday.

Fortunately, there are ways of sightseeing other intranets.

Recently I attended part of IBF24: 24 hours of non-stop intranet tours and discussions, organized by the Intranet Benchmarking Forum. I caught about half of it, manoeuvring around the rest of my work, which also implied I had to catch some sleep at some point… Most of it consisted of guided tours where the presenters clicked through their intranets and explained what worked well and what didn’t. Very nice; I’ll definitely try and attend next year’s session too.
See http://www.ibforum.com/ibf-24/

I’ve also been browsing the Intranet Annual 2011, The Year’s 10 Best Intranets by the Nielsen Norman Group. As every year, it is a huge report (433 pages) on the usability of the winning intranets, with plenty of screenshot and detailed explanations that allow us tourists to see what these intranets and intranet teams are all about.
See http://www.nngroup.com/reports/intranet/2011/

What I saw on my sightseeing trips

Some textual snapshots of interesting landmarks I saw while sightseeing in the IBF24 tours and the report – unfortunately I cannot include screenshots, as they don’t belong to me:

  • “No longer is the intranet a place to simply receive information. Intranets are interactive, inviting employees to participate and share knowledge. […] These participatory sites let employees who might be physically located half a world away inspire, answer, challenge, and support one another.” [Intranet Annual 2011, Nielsen Norman Group].
    Quite so! Some of the intranets I saw in the IBF24 tours did seem a bit old school: communication departments publishing corporate news. But to others the intranet is a virtual workplace and that is how I use our intranet and treat my clients’ intranets as well.
  • Intranets are getting more mobile: 60% of the winning intranets in the Intranet Annual have a mobile version. The best of them don’t try and squeeze their entire intranet on a tiny mobile screen, but they focus on functionality that is really useful to employees on the move: such as the company directory, timetable of the shuttle bus, news, task management and gathering ideas.
    In our New World of Work, we want to do our job where and when it suits us best. That doesn’t mean that I want to read a huge document (say, a 443 page Nielsen report) on my Smartphone while waiting for the bus. But I do want to browse some news, check which tasks I need to do by tomorrow – and then find out why that bus hasn’t arrived yet….
  • Knowledge management may sound cheesy, but that just means that it has moved beyond the hype into real solutions in intranets. All that social networking stuff is particularly useful on intranets, where we don’t have the on-the-internet-nobody-knows-you’re-a-dog syndrome. “An organization’s greatest assets are its employees.” (Nielsen et al). These employees can share information, develop ideas, judge them via ratings for instance and comment on them.
    For me personally this is the main way of sharing knowledge, as I am hardly ever in the same office as the colleagues with whom I share it. The same goes for collaboration.
  • Search is still a hot topic. Users have to be able to find useful content and functionality quickly and easily. The search tool should help them, but is often is more of a pain than a gain. So I was very interested to see the IBF24 tour of Google’s own intranet, where search is the intranet. Their collection of different tools is accessible via one point of entry: a search page which looks very familiar…
  • Users do not always have to look manually for the content that is relevant for them, as it can be brought together from different parts of the intranet, in personalized dashboards, collections, communities of practices. Many intranets are portals that integrate other, existing systems.
    Even on a lower level, I like to create overview pages in multi-page team sites and site collections, that immediately show the users what’s new and what’s hot for them in particular: the latest documents that they have access to, the active tasks and issues assigned to them. Users should not have to dig for their content and tools, and they should certainly not have to keep checking every corner of the intranet if anything important has been added.
  • Video is used more and more: communication departments publish official videos and some companies allow their employees to share their own.
    Conveying content in video can be very engaging: reading the CEO’s explanation of our latest plans is not the same as seeing and hearing her explain. And some content just is moving pictures by nature: don’t try to describe the dancing robot you have built with your R&D team, just show it (I can’t remember who had that, but it was a real life example mentioned in IBF24)
  • You’ll need some serious change management and education to get the people to use the intranet in such a way that they benefit from it – or use it at all: “They say: that’s great, that’s what we want. And then they don’t use it” (Dianne Wentworth, AT&T at IBF24).
    I’ve seen the same problem: Don’t think you are getting anywhere if you just build what the clients or the users ask. Just tossing your system over the wall does not mean that it will land properly and that it will be used.
  • Change management is important, but that won’t help you if the intranet itself is no good. “The intranet just has to work. If I have to hand out candybars to get the people to use it, I failed” (Walton Smith, Booz Allen Hamilton at IBF24).
    You need to create an intranet that provides solutions to real problems, not just features that look cool. The concept has to be appropriate, the interface has to be usable and the technology has to be bug-free.

I like sightseeing in intranet land. I get to see inspiring new vistas, be reassured that I’m not the only one with particular problems, recognize familiar solutions in different surroundings, and bring home some ideas as souvenirs. It’s even better if I can meet the locals and talk with them: IBF24 is interactive. This interaction is not quite possible when I’m wandering through a Nielsen report. But this report is so big, that it will keep me involved for quite a while anyway.

November 30, 2010

Business Taxonomy. Just Do It.

Filed under: Governance,Information Architecture — Tags: , — frederique @ 22:53

Taxonomy. Scary word. Biologists classifying the animal kingdom? Lots of old school librarians or latter day information scientists setting up huge and complicated structures? Not necessarily.

In the context of websites or intranets, we have business taxonomies that are the schemes for organizing the content, usually in categories and subcategories, so that the users of the site can find it more easily.

Recently, I’ve attended a series of taxonomy webinars organized by the American Society for Information Science & Technology (ASIS&T) and given by people from Project Performance Corporation. In that series, they discussed detailed best practices for getting a taxonomy. But they also emphasized some very basic key notions that tend to be overlooked.

First of all: A taxonomy is a means to an end and not a goal in itself.

You don’t create a taxonomy for your site just to have a beautiful taxonomy, but because you want your users to find information easily. If we keep this in mind, we see that:

  • You need to be clear about the goal
    What are you trying to achieve with the taxonomy? Sell more shoes in your webshop by allowing the users to browse through the kinds of shoes they like? Increase productivity in your information workers by enabling them to search and find the information they need?
    It helps to formulate this goal explicitly, so that you can communicate it and keep checking against it.
  • The taxonomy should be intuitive for the users, both the people entering and tagging content and the people searching for content. This implies that:
    • You have to understand the audience, keep your audience in mind when you design it, and you should involve user groups in the process, to make sure that you end up with something that makes sense to them.
      You can do that with workshops, interviews and card sorting exercises.
    • The taxonomy should be simple, not too fine-grained and consistent.
      The best practice is to use a subject-based categorization of no more than 12 to 15 subjects and no more than 2 or 3 levels of subcategories for your main navigation. Avoid jargon, avoid overdoses of metadata fields and over-long picklists . And check with real users if your taxonomy is indeed as intuitive as you think.
    • Communication is key, two-way communication.
      Listen to the users, to get their input and feedback. And talk to them, to get everybody on board and to get them to use the taxonomy properly. The users need to understand why the taxonomy is relevant and how to use it, especially when you ask them to tag content based on this taxonomy. If even 10% of them mis-tag content, the whole system gets messed up.
  • The taxonomy should evolve.
    If it does not fit the needs, it has to be changed. And this is not just a case of fixing mistakes and learning from real life. Your organisation, your users, your market and everything else changes, so your taxonomy should change along with it to stay up to date. This implies that:

    • The taxonomy should be flexible and extensible.
      Don’t carve it in stone so that you would need to demolish the entire site to make small change in the taxonomy. Don’t waste endless time chipping out details of something that probably won’t last until next month’s reorganisation.
    • You should plan an incremental process to get a working taxonomy:
      Start with the basics and build iteratively from there.
    • You need good governance.
      Another scary word, but you need to “govern” your taxonomy, so that it doesn’t grow obsolete or spin out of control as soon as it has been implemented. As a taxonomy of a site is never finished, somebody has to keep an eye on it and where necessary keep a tight rein.

So, your business taxonomy, Just Do It. You just need one. And you can just get started somewhere and let it evolve from there.

October 31, 2010

Why that default Overwrite in SharePoint 2010 Document Libraries?

Filed under: Interaction,SharePoint — Tags: , , — frederique @ 23:05

There are some things that make me go “Hmmmmm…”

What happens

When you upload a document in a Document Library in SharePoint, the option Add as a new version to existing files is checked on by default. In 2003 this was called Overwrite existing file(s)? So it is very easy to accidentally overwrite an existing document. That happened in the old SharePoint. And still happens in SharePoint 2010. Hm…

Upload document with the default option to overwrite the current file

Upload document with the default option to overwrite the current file

Why is that a problem

That accidental overwriting happens a lot, especially in large libraries, where many people contribute. The users who upload similar documents do not pay attention and give their document the same filename as an existing document.

The stakeholders of the old documents call me, to ask what happened to the metadata of their documents. They see strange descriptions, the status field is incorrect, and so on. And when they open their document, panic really sets in. Then I do some archaeology in the library, only to find out that this is another document altogether. Fortunately the version history allows me to see what happened and to retrieve the old document.

Of course we try to mitigate this problem. First and foremost, we ask the users to respect a naming convention for their files. Also, in several sites we use InfoPath with automated name fields and Excel files with macros that automatically include the date and in some cases also the time in the filename, so that we can ensure its uniqueness.

Still, users have are hard time trying to understand why they have to be so careful with their filenames. Especially the users who know that usually the Title field is displayed, while the Name remains invisible as just a technical filename.

Any old Windows Explorer will warn you when you try to save your document with an existing filename, and ask you politely whether you actually want to overwrite or if you want to save it under a new name. So why is our smart SharePoint system so stupid about this?

What do I want

The interaction that would serve me best, is for the overwrite option to be governed by a setting in the Document Library. I can determine whether or not I want content approval, versioning and many other options on my library. I want an additional setting, determining whether the overwrite option is enabled or disabled by default.

In most cases I would select the setting to disable the default overwrite option. We have trained most users that want to edit a document to actually do that within the site, via the option Edit in Microsoft Word. So they don’t upload a new version and don’t need that overwrite option anyway. This implies that the documents that most users upload are actually new documents.
The required interaction there, is that the library warns them that a file with that name already exists, allowing them to change the filename. And the last thing we want the library to do, is seamlessly overwrite the existing document. Absolutely not.

I would still want to see the checkbox on the upload page, so that power users, who know what they are doing, can deviate from the default. Most users don’t even see the checkbox, but there is always the happy few who do want something non-standard.

Well, I’ll have to figure out what will be my best practice to deal with this issue in 2010….

Document Library settings in 2010

Document Library settings in 2010

May 31, 2010

Smart validation right out-of-the-2010-box

Filed under: Interaction,SharePoint — Tags: , — frederique @ 23:47

In SharePoint list and libraries, we can always specify if a particular field is required or not. For example, documents in a library have to be categorized, issues have to be assigned to somebody and tasks need a status, which can be ‘Not started’ of course.

In real life we often need smarter validation than just making a field required. To avoid messing up your process, a start date should be before the end date. To avoid losing money, the discount you give should be smaller than the actual cost of the item. And to avoid bothering your users, they should not have to fill in fields that are not important for this item. For example, high priority tasks really need a Due Date, which you can just skip for lower priority tasks.

Validation: the Due Date is required because the Priority is High

Validation: the Due Date is required because the Priority is High

In 2010, you can actually specify the validation settings for your list, in a formular with the available columns. This only works for “calculable colums”, not for multiple lines of text or lookups. If the formula is true, then you can save the item. And if it is false, then you need to fix the problem. You can specify the error message as well.

Link to the validation settings

Link to the validation settings

So, with the formula =IF(Priority=”1. High”,IF([Due Date]<>””,TRUE,FALSE),TRUE) we can ensure that high priority tasks always get a Due Date.

Validation settings

Validation settings

Now of course none of this ensures that the users actually enter sensible Due Dates or that they adhere to them. But we have at least made it a bit easier to enter the right data.

April 30, 2010

Queens’s day Amsterdam: interaction design in the city

Filed under: Interaction — Tags: — frederique @ 23:41

A city is a system. Today that was very apparent in Amsterdam.

It was queen’s day, when we celebrate the queen’s birthday (the fact that she was actually born in January in no way diminishes the festivities. You can’t have a national party in January, so we stick with the previous queen’s birthday). About 750.000 people came to celebrate in the city center of Amsterdam, which is not that big to begin with.

Queen's day Amsterdam on Flickr

Queen's day Amsterdam on Flickr

So the organizers tried to optimize the interaction between these crowds and the city.

Main personas for queen’s day are based on young people wearing orange clothes and wigs who drink a lot of beer, and children trying to make some money selling their old toys and playing music. For these kids specific areas were reserved, so that they would not be overrun by the beer-drinking crowds. For these beer-drinking crowds, bars were available everywhere (that served special events beer I believe, which is not to strong, to decrease public drunkenness), as well as toilets at strategic locations for the output.

The organizers planned the flow: many people would go for the open-air concerts. So these were planned on big open spaces. And they planned routes to get there from train stations via wide roads: the optimum flow that the leads the users of your system quickly and easily to their targets.
There were official events in different locations and they encouraged people to use other train stations than the central station, for load balancing.

Flows planned by the organizers

Flows planned by the organizers

The buses and trams did not run in the city center at all today. They would not be able to pass without running over the crowds. It was annoying that the bus we wanted to take did not stop where we had hoped it would be. But of course you can’t just put features in your system that are efficient for some people while endangering everybody else.

These routes were sign-posted and managed via electronic screens that could broadcast messages like “Rembrandt square is full” (i.e. don’t even try to go there). When part of your system is overloaded, you want your users to avoid it. Otherwise they will just get frustrated and, in trying, they will aggravate the overload.

Actually, there were two flows: the pedestrians in the streets and the people in boats in the canals. These flows were not entirely independent: the pedestrians often stopped to watch the antics of the boaters – we’ve seen some near-shipwrecks. And the boaters often landed, probably to get more passengers or supplies. Not all of your users are following the same path, but their paths may cross.
Cross-roads offer navigational options but they also were the places were we got stuck the most.
For the boats, it often got interesting at the low bridges that were hiding “cross roads” in the canals. You don’t see the other guys coming while you are maneuvering carefully and trying not to hit your head.
For the pedestrians, the most challenging cross-roads were the ones that had a bar on or near them: the flows arriving from different directions all just got stuck in the crowds that were getting drinks. If people are supposed to get somewhere, don’t put something in their way that will distract them, get them confused or simply stop them in their tracks because everything is just overloaded.

Flow on the water

Flow on the water

The police were present on the canals and on the streets. From what I saw, they were friendly, helpful and just available to keep an eye on things and provide help where needed. And they wore bright yellow shirts so that it was very easy to find them when you needed them. Just what you want your help desk and system administrators.

And in case anyone is worrying: I did not spend the entire day thinking about interaction design. I had a great time enjoying the festivities, the atmosphere and the sunshine with my friends. These interaction challenges were just part of the fun…

March 31, 2010

Stuck in digital self service

Filed under: Usability — Tags: — frederique @ 16:25

In my job, I design and develop solutions that should provide a good user experience. But sometimes it is me who is the innocent user experiencing a site or a service. And that user experience is not always very nice. Fortunately, my annoyance is tempered by the fact that I can learn from it for my own work.

So far so good…
My telephone company wants to save trees (and money, I suppose), so they have stopped sending me phone bills on paper. I am all in favour of that, because I don’t mind saving trees and I dislike being swamped in physical paperwork in any case. I find it easier to consult my paperwork in digital form, on a site that I can access without having to dig for hefty folders on a remote shelf.
 
My phone company is also promoting self service. I am in favour of that too, because it allows me to do whatever I need to do at a time that suits me, which is usually outside normal office hours.

Where it went wrong… 
So why am I unhappy? Because they have automated and secured their systems in such a way, that I was completely stuck until I got new hardware…

I had created an account years ago, when they had started this service. But I’d never used it and forgotten all about it. Until I needed it recently.

Of course I had forgotten my password by then. You can request a new password, but that is sent to your mail address: an old address that I cannot access anymore. And you can only change the e-mail address when you are logged on using the password I could not remember – I called the service desk but they could not change it for me, because that would not be secure. Hm.

They also offer a way to change your account using your telephone: Call from the phone for which you want to reset your account and press the required buttons. But that only works on a ‘modern’ phone that can make the beeping sounds. Mine didn’t do that. Calling from another phone does not work, because they have to recognize that you are calling from this particular number. Hmmm.

In any case, I could not find on their website what I had to do. They offer a nice wizard that should answer your questions. But in that wizard, they assume that you have the latest version of their service deals and a modern phone. Apparently, dinosaurs with old telephones are supposed to be consistent and contact them the old-fashioned way: pick up the phone and avoid the new website. Hmmmmm….

So…?
I had enough of this mess and bought a new telephone. With that, I could reset my account. And I made sure I stored the account information in a safe place, so that I’ll be able to find it when I need it. Problem solved.

Apart from that, this experience as an innocent user who just tries to get the job done has taught me this:

  • Security and user friendliness really don’t get along. I already knew that of course, but this rubbed my nose in it again.
  • Allow people to create their own username and password. They are far more likely to remember those.
    Allow them to request a new password, sent to their e-mail address when they answer their secret question correctly. This doesn’t help people who changed e-mail addresses but it does help people who stick to their e-mail accounts.
  • Remember that not all users have the latest version of your products or the latest tools. Cater for them as well in your service and in your help content. List the older versions or at least include a generic option ‘Other’.
  • Create an escape option for users who get stuck. For instance, if you have no reliable e-mail address for self-service, allow people to send a copy of their contract and reset their e-mail address for them. Or allow them to call an operator on their old, beepless phone and let the operator perform the tasks that the phone cannot handle by computerized wizard.

September 30, 2009

Cliquez Parcourir pour télécharger le ficher?

Filed under: New world of work,Usability — Tags: — frederique @ 23:31

Currently I am working for an American multinational. I am based at the headquarters for the international part of the business, which are in The Netherlands, and the other half of my team is in Chicago. Because we are one company, the intranet and collaboration environment that binds us together is in English. The idea being that we can all understand and use English, the lingua franca of the modern age and the obvious choice for a company with its main headquarters in the Chicago area.

However, are all my colleagues in that multinational quite as comfortable with English as all that? I am afraid not…

Language barrier
The language barrier may be underestimated by the people in America, as well as by the people in The Netherlands. The Dutch are not native speakers, but they can handle English just fine. After all, it is a small country and a “small language”, so everybody is at least familiar with English. But this is not the case for, for example, Russia and France.

In the project I am doing with the Russians, it is an ongoing struggle to try and understand each other. My contacts there have to write all the texts for the site we are creating and end-user materials in Russian, to allow the end-users to understand it. Fortunately SharePoint can deal with the Cyrillic script, even if I can’t….

Mixed terminology
It is easier for me to do projects with my colleagues based in Paris, because I do speak French. But I am only familiar with the terminology in English. I prefer to use English language settings on my computer, because I do not like to get my terminology translated. A browse button should be called a browse button and nothing else. But my French colleagues have computers that are French all over. Except for the intranet itself, because that is in English.

They see a button in the intranet that says ‘Upload’ and they have to know that this means ‘Télécharger’. And then their version of Windows takes over and offers them a button that says ‘Parcourir’ and I only know that that means ‘Browse’ because it appears in the location where I usually get the browse button. And none of the Help files and training materials are in French, so no help there.

So, the user experience that is straightforward when you are working in an English world becomes really messy when you are working on a French computer. It is not surprising that the employees in France hardly use the intranet at all and they don’t feel that it is meant for them.

What can we do?

  • Offer the most relevant content in different languages and make sure their content is not hidden behind anything English. That means personalization, as well as a lot of communication, to tell the people that it is worthwhile to look at the intranet and use the collaboration tools.
  • Configure the collaboration sites to be as local as needed: local time zone and time settings (not 10:00 AM 9/31/2009 Chicago time but 17:00 31/09/2009 Paris time), local language headings and explanatory texts.
  • Make sure the Quick Reference Cards and other ‘first aid’ user materials exist in all main languages of the company. It took me a moment to translate the Quick Reference Card to French, but it is not that much of an investment.
  • Preferably, the intranet and collaboration platform should also exist in different language versions, which follows the regional preferences of the computer. Most of all the buttons and action links that ordinary users see in their collaboration environment, such as Upload document, Edit document.

The last point requires a major overhaul of the system and is not something that we can do right now. But we are getting started with the other points. Now see if I can find a colleague who can start translating into Russian and Portuguese and what else do we need….

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