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

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.

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….

April 30, 2009

Article on dos and don’ts faceted search

Filed under: Usability — Tags: , — frederique @ 23:51

I’ve just read this interesting article about faceted search: http://www.uie.com/articles/faceted_search. Faceted search or guided navigation allows you to search by different types of metadata (called facets). You can drill down via these dimensions: narrow down your search result by selecting the value you prefer in the choice lists associated with these facets. Or search for related items, which share facets.

Personally, I use the faceted search feature in an online bookstore I visit: I browse the collection by selecting a category, a genre, a price range, a language, or whichever suits my needs at that moment.

Stephanie Lemieux lists in her article a set of dos and don’ts that have emerged as best practices for designing faceted search.

March 31, 2009

Less is more

Filed under: Usability — Tags: , — admin @ 23:17

Recently I have read several news articles about websites that are too large.

Several Dutch IT magazines (e.g. Webwereld) boasted headlines that the Dutch government should stop trying to create large portals, because citizens get lost in them and swamp the government agencies with even more phone calls. The (Dutch)  press release about the research they quote, performed by Willem Pieterson at the Center for e-Government Studies, presents somewhat different conclusions. He studied the service channels that citizens chose; he found that citizens do not make that choice rationally. So government sites and the communication campaigns to promote them need to take the emotions and habits of the citizens into account

Gerry McGovern tells in this New Thinking article that Microsoft weeded a lot of irrelevant content from their site, because it was smothering the quality content that people are actually looking for. “It is estimated that the Microsoft.com website has about 10 million pages and that some 3 million of them have never been visited.” So they determined what were the top tasks that the users were trying to perform and made those prominent.

I don’t think that you can blindly equal Large = Bad. However, the larger the site, the larger the strain on the information architecture and the search functionality, and the harder it is for users to find what they need amongst all the content that they don’t need.
The main thing is to know what most users aim to do on the site and make sure that you offer these features and this information prominently in the navigation and in the search result. Content that is only relevant to few users, in few situations can be pushed into the “basement” of the site; allow users with unusual questions to explicitly rummage in that basement.

So less is more. But user-centered design is even more, especially in combination with user-centered content management.

March 26, 2009

The best intranets of 2009 according to the Nielsen Norman Group

Filed under: Usability — Tags: — admin @ 22:09

Recently I’ve been flipping through the Nielsen Norman Group’s Intranet Design Annual 2009 – The Year’s 10 Best Intranets (see Nielsen’s alertbox about it). A couple of things that caught my attention 

  1. SharePoint (especially MOSS) scores well. One of the intranets even looks really standard MOSS, with hardly any additional styling.
    “fully half of the winning intranets used SharePoint, especially the recent MOSS platform (Microsoft Office SharePoint Server 2007).[…] SharePoint use has grown dramatically in recent years. This is particularly impressive given that, from 2003–2006, the winning intranets didn’t use earlier versions of SharePoint at all.”
    That is interesting news, given the fact that I use SharePoint for intranets on a daily basis and I focus on usability a lot.
  2. The concept of intranet has matured quite nicely.
    • An intranet not is not just the phone list online (the equivalent of the leaflet online for websites) that we publish because it is fun. Intranets have all kinds of functionality.
    • The winning companies have serious intranet teams, that repport to high level management, because they realise that the intranet istrategically important.
      “This year does show dramatically increased executive visibility for the intranet in many of the winning organizations. This executive involvement typically results from companies viewing the intranet as a collaboration tool and appreciating the increased business efficiency that a good intranet brings”.
    • The development teams take usability into account. They use various methods, like paper prototyping.
    • Personalisation is getting more  sophisticated. The most basic form is personalised news, but we also see personalised work-relatted content and applications.
      “If intranets show everyone everything, information overload ensues and people either ignore the news area or squander their time reading irrelevant stories”.
  3. This year, every winning intranet has some social networking functionality, like (CEO) blogs, forums, wikis, video and user profiles. Not only because it is cool, but because it can help them share knowledge.
    “Social networking and the intranet: A marriage made in e-heaven”
    “Although likely inspired by the open Internet’s “Web 2.0″ sites, these features often have a much stronger business model within the enterprise, simply because they’re more useful and less subject to noise and information pollution by bozos”.
  4. Any self respecting intranet supports collaboration. Many of the winners use SharePoint functionality for that purpose.
    “According to [spokesperson], a key aim of the intranet is collaboration. “It [the site] is a tool that has been developed to network people within the company and better equip them to do their jobs, manage projects, and deliver the best possible service to our clients.”
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