I've always wondered what the crossroad between agile development and user experience design would look like. I found a couple of presentations that start at addressing the issues.

These are presentations that are part of an event called The 7-Minute Soapbox on User Experience Design organized by/for user experience professionals community in Waterloo, Ontario.

• Tips for integrating user experience and agile development (video)
• An agile alternative to the ponderous usability test (video)
• User-centered design and agile development at NCR (video)

What's nice is that all the presentations are short and both the video and the slides (via slideshare are available together, so you can follow along.

The Tips for integrating user experience and agile development (video) presentation has some good pointers:

Now how does traditional user experience fit in with all this? I see three key challenges:

- Agile teams focus on stakeholders, designers focus on users.
- Agile teams focus on technical issues, designers focus on usability.
- Agile teams focus on modeling just-in-time, designers model up-front.

There is a tremendous opportunity to close the gap between these perspectives and I offer a few suggestions for an interaction designer on an agile team:

- Infuse user experience issues and approaches into the team — train them, let them know your world.
- Be the user advocate and lobbyist, especially with the product stakeholder.
- Use personas — make them physically visible and make sure they are present as the actor in every agile user story.
- Introduce user experience guidelines — good agile teams will follow them if you can show the value.
- Do just-enough user experience modeling — look for minor course corrections rather than Eureka moments.
- Use light-weight tools — whiteboards, index cards, pen and paper.
- Be a generalizing specialist — do whatever you can to help the team follow the agile mantra and “do the simplest thing that could possibly work.”

[this one's for you SC]

Commoncraft (who call themselves "social design consultants") has a series of very well-produced short videos called the commoncraft show that demystify "in Plain English" concepts that befuddle clients such as RSS, wikis and social networking. They are short, funny and extremely informative.

I got to this site by meandering through a Jared Spool article on Building an Envisionment which talks about creating the right presentation to illustrate a concept that will guide or inspire your project. Also worth a visit and good read.

Nature (.com not .org) is by far one of the most reputed science journals out there and I have friends at the NIH whose career ambition would be to have their papers published in it. Scientists go through a tough process of editorial screening then exhaustive peer reviews before anything gets published in any serious science journal.

So what is interesting is that Nature created a site where it posts all the submissions it has received prior to any peer reviews. They call the site Nature Precedings, with a subhead: "Pre-publication research and preliminary findings". By doing this, it gives the science community a chance to glean over the body of papers that are good but may not make the cut, and the ability to even vote of them. If this takes off, then Nature will also benefit from getting some input into which ones they may focus their attention on (although I am sure they'd have to read them all anyway).

A case of a serious traditional print media taking new media crowdsourcing seriously.

According to Nature's Timo Hannay:

The traditional way for scientists to share their research results is through journals. These have the benefit of being peer-reviewed, citable and archival, but as a communication channel they are also relatively slow and expensive. As a complement to this, scientists also use more immediate and informal approaches, such as preprints (i.e., unpublished manuscripts), conference papers and presentations. The trouble is, these usually aren'teasy to share in a truly globally way (most repositories are institution- or funder-specific), and you can't formally cite them (which is important because citation underlies the scientific credit system).

Nature Precedings is trying to overcome those limitations by giving researchers a place to post documents such as preprints and presentations in a way that makes them globally visible and citable. Submissions are filtered by a team of curators to weed out obviously inappropriate material, but there's no peer-review so accepted contributions appear online very quickly — usually within a couple of hours. The content is all released under a Creative Commons Attribution License, and each item is made citable using a DOI or Handle (the same systems used for peer-reviewed scholarly papers).

[via: Joho the blog]

Many Eyes is a neat tool/site provided by IBM Research that allows you to visualize datasets through a set of visualization types and share the results allowing visitor comments.

All the maps are interactive.

Currently there are 3107 (as of 6/1/2007 1:34PM EST) visualization. They say they will be adding rating and other social networking features in the near future.

Here's an example visualization:

One of our clients is taking a class on information architecture at USDA's Graduate School and as part of the class, he had to interview an information architect. So he sent me an email with a list of questions. In answering his questions, I was forced to think hard about what I do, and surfaced some of the deeper thought processes that I use when working on IA. I thought it may be helpful to share parts of the interview.


How did you find your way into the filed of information architecture?

I studied architecture in grad school, but one of my professors had a startup that specialized in building online communities during the dot-com boom years. I started out as a web developer, but soon, as the sites began to scale and become more complex, I started think about the user's experience, layout, and structure of the sites we were building out. I later found out that this was Information Architecture.


What type of training do you have in the IA field?

Like I mentioned above, I was originally trained as an architect.

When I first moved into information architecture, I wasn't sure how my education related to information architecture, but increasingly I am finding it relevant. First of all, architecture is about bring together and negotiating systems - structural, HVAC, enclosure while accommodating the function it needs to house, all the while reflecting the needs of the client. On top of that add culture, philosophy and art. This is what I do in IA - negotiate systems - database, content, layout, and design systems.

Secondly, architecture is about the human body. All architecture recognizes the human dimension and scale. A door knob needs to be mounted at a certain height. The windows open a certain way. The ceiling height is a certain height. Stairs need landings and have set dimensions for them to be comfortable. On the web, we call this usability. So my training in architecture made thinking about how users want to interact with sites almost second nature to me.

Thirdly, architecture is about circulation. How does a concert hall allow for the musicians, staff and concert-goers all to use the concert hall in an optimal way. Similarly, in IA, we have to understand who the audiences are, and how they want to navigate the site. This is navigation design.

Lastly, architecture provided me with a design sense: proportions, colors, layout, rhythm, white space, etc.

Of course, I also supplemented this background with books, articles, discussions, training and conferences which were IA specific, and a heavy dose of on-the-job training.


How do you describe to others, non-techies, what you do?

Increasingly I don't describe myself as an "information architect", but a "user experience designer". As such I describe myself as the "user advocate" in a project. The one person that stands up for the needs of the users. Clients can relate to that, and often see it as the reason they need to redesign their site - because their users are having such a tough time finding stuff.

In Lou Rosenfeld and Peter Morville's now famous Venn diagram that describes IA, it shows the information architect needs to balance Content, Context, and User needs. I'd say yes to that, but I approach things with a bias on how the User needs to access and use the information, and whether what we are designing are meeting this needs.


How do you work with clients to help them understand the importance of IA in terms of their sites structure when they are solely focused on flash and pizzazz of new technologies?

You have to communicate the "Then what?" factor. Flash and pizzazz is all fine - I am not against that, but once the users attention is grabbed, then what? How are they going to keep the users, and get them to do what you want them to do, whether it's sign a petition or buy a book. Therein lies the information architecture challenge. You may have a big sign saying how great your ski resort is, but when you get there, if you find that the parking lot is too small or badly organized, the ticket booth is crowded, the ski rental is a joke and the slopes are not very well maintained, do you think you'll return?


What do you see as some of the biggest issues moving forward in IA?

This is continuing challenge really - continuing to promote awareness that it's not about technology. Technology is the vehicle. It's about modeling human needs and designing interactions that reinforce and extend the way that people relate to each other and access information.

I love the latest UPS ads. They are simple and very effectively show what UPS does (and can do for you), which I am sure must be a highly complex operation behind the scenes for UPS. This Slate article really hits the nail on the head in terms of what I like about the ad: The whiteboard, the narration, the guy with the long hair, and the music by a band, ironically, called The Postal Service (who was also used in Apple ads).

I hate the UPS site they set up for the ad. It's slow and really does not capture the simplicity and energy of the ads. Most of the time I was at the site, I was waiting for the Flash components to load. The site closely replicates the ads, down to the long-haired guy squeaking his marker on a whiteboard.

Hello.

People don't come to the site because they have a crush on this guy, or likes the way he talks or doodles. They are there to find out more - information. Okay. We've seen the ad. We love it. Now give us information. In a usable way. In a way that gives us control to seek out information we need. Instead users are forced into a linear user-experience and endure an interface that looks like the ad and talks like the ad.

Once again another brilliant ad campaign, ruined by a mediocre the web site. Sigh

Scrapblog is what Apple would have done in 6 months with iLife's iWeb.

It brings together photos from Flickr, movies from YouTube into a web-based photoediting interface, where you can create a scrapbook of photos, movies, on nice preset layouts and backgrounds. You can then post it like a blog entry to their site or to your blog, allowing comments to be posted. You can also export to MySpace, Flickr, to print, or make a book or DVD. Sweet.

Business model? "Google Buy Me!"

UX Zeitgeist on Rosenfeld Media (Lou Rosenfeld's company - author of the "Polar Bear" book) combines input from the UX community with data from a variety of web services to generate an unequaled collection of UX books and related topics. UX Zeitgeist also profiles the trends that describe the field's evolution.

(via InfoDesign)

During the NTEN conference that I blogged about a few days ago I went to a session with Charles Best of Donors Choose, which is a site that allows individual donors to fund small projects proposed by public school teachers. Lately I have been coming across a quite few of these, where a site links private donations with those who need financial support. I had lacked a term to call these types of sites, but of course the smart people I met at NTEN already had a term for these. Some of the terms that were discussed were eBay philanthropies, philanthropic marketplace... but my favorite was one that David Weinberger blogged following his plenary at NTEN: P2P philanthropy where P2P can mean peer to peer or better yet person to person (whether or not he coined it I don't know).

Here's a round up of some Person to Person Philanthropies I have come across lately:

• DonorsChoose: As mentioned above.
• DonorsCamp: Attesting to the fact that good social entrepreneurial ideas are contagious and subject to replication, CJ Foundation (CJ is one of many Samsung affiliates) in Korea lifted (interestingly, with willing consultation from DonorsChoose) the DonorsChoose model and transplanted it in Korea. The twist is that DonorsCamp actually matches one-for-one every donation that comes through the site.
• Kiva.org: Kiva links facilitates micro-loans to entrepreneurs in developing countries, "empowering them to lift themselves out of poverty." The payback rate to date on the loans are apparently 100% according to their FAQs.
• GlobalGiving: According to their site: "GlobalGiving connects you with grassroots charity projects around the world. We ensure that 85-90% of your donation gets to local project leaders within 60 days. It's a direct connection."
• Modest Needs: I heard Charles from DonorsChoose mention this site at the NTEN conference. According to the site, "Modest Needs is a registered charity that works to stop the cycle of poverty before it starts for low-income workers struggling to afford emergency expenses like those we've all encountered before: the unexpected auto repair, the unanticipated trip to the doctor, the unusually large winter heating bill."
• Propser.com: Where there are philanthropic and non-profit needs, there will also be for-profit needs. Prosper.com is where you can submit a business proposal and have you loan funded in whole or in part by many private lenders, which end up being a lower interest rate and/or larger amount than you would typically get from a bank.
• Cytogether: Cyworld is a wildly successful social networking site in Korea. It has a philanthropic counterpart where you can donate Cyworld's currency, "acorns", to your favorite philanthropic organization. The site is a little more than a P2P philanthropy in that it also is a community and links volunteer needs and opportunties. From what I can tell, most of the prominent non-profits operating in Korea seem to have a profile page on the site.

Interestingly (or maybe obviously) DonorsChoose, Global Giving, Modest Needs and Prosper.com all have investments from eBay founder Pierre Omidya's foundation - Omidya Network. Their portfolio page is a very interesting list, more like a who's who in web/technology innovation, which include many organization I have a personal interest in - Ashoka, KaBOOM! and Linden Labs (aka makers of Second Life).

UIE has a great article from 2005 about 5-Second Tests: Measuring Your Site's Content Pages. In it they talk about giving the test subject a task, and then showing them a page for 5 seconds and share what they remember from the page. A good technique for testing paper prototypes on a whim.

I attended the 2007 Nonprofit Technology Conference in Washington DC last week (April 5, 6). Here are some notes and highlights from the sessions I attended.

Session 1: What Technology Can Do for Your Mission

Interesting session with Charlie Brown (Ashoka), Isaac Castillo (Latin American Your Center), and Roberto Cavlcanti (Conservation International) presenting on the way each organization has been using technology to further their mission. Charlie talked about Changemakers (Forum One helped build their current site) and how putting their competition process online has allowed innovators at the periphery to participate. Issac talked about how creating an online database of their members has helped them focus their efforts and be more accountable to their funders. Roberto talked about the technology challenges of a scaling global organization with offices in many countries. (and how an investment in teleconferencing equipment paid itself off the first time in was used due to the saving in airfare)

My take aways: First figure our what problems need to be solved then find and use technology strategically to solve them.

Session 2: What Works with Online Community

Learned nothing new that I didn't know already about how to grow and maintain an online community. Well maybe that's a little too harsh. I did learn that there are 3 types of users that participate in online communities: goal-motivated user, socially motivated user, and curious learner.

My take aways: Not much, just that adding photos next to posts increases traffic.

Session 3: Fundamentals of Storytellig in Online Communications

This was an interesting session presented by Jonah Sachs and Susan Finkelpearl, our friends at Free Range Studios, the creators of The Meatrix and Grocery Store Wars. It covered the basics of good story telling - that you need a hero (Luke Skywalker), nemesis (Darth Vader), mentor (Obi-wan), oracle (Yoda) and an animal familiar (R2-D2), and how they used these elements to produce their flash-based campaigns. The nemesis doesn't have to be someone, or an organization. It can be something within people such as, in the case of global warming, indifference, ignorance, greed, laziness etc. The best stories sometimes ends up being stories that your users tell. However you have to provide clear directives for the users to tell their stories: "who influenced your most in school?" rather than "tell us a story about your school".

They also gave a step by step guide to storytelling:

1. Identify your audience
2. Identify emotional resonant themes
3. Set the stage
4. Choose your mystery / metaphor
5. Choose your medium

The first question from the audience was interesting: "When should you not use storytelling?" I thought that Jonah answered this question well - most of what they were talking about was targeted towards the general public, however for academics or researchers who look for hard data or research, storytelling the information may not be appropriate. In short, taylor your message to your audience.

My take aways: Let your users tell the stories for you. Let your organization be the "mentor" of the story (Obi-wan), and the user be the "hero" (Luke Skywalker).

Session 4: Branding Through Websites: Building your brand from the first click

Laura Quinn (Alder Consulting) defined brand as, "your gut feeling about an organization", which is creatd by rational (e.g. what you do) and non-rational (e.g. people who hate the color red) factors. It is the external perception of your organization that is out of your control, but you can influence it. And whether you like it or not "you already have a brand."

Some exercises that get to your branding are:

1. How are you currently perceived? (be brutally honest)
2. How would you like to be perceived? (fill in the blanks)
   • "XYZ organization is so __"
   • "They are great at __"
   • "They are different because __"
3. Define answer for: (in 1 sentence)
   • What do you do?
   • Why does it matter?
   • What makes you different?

Website are a powerful and often the only way to communicate to your constituents. You have control over the following factors that influence your brand on your site:

• Statements (tone, who are you trying to reach)
• Prioritization (of homepage content, navigation, teasers)
• Graphic design (establishes professionalism, credibility, audience-centricness, topic of the site)
• Information and functionality (provide clear evidence of service)

During the session, as an exercise, the audience was divided into smaller groups and given a site to figure out what they do and who they serve. Megan, our :>Refugees International client volunteered the site for a review by the session. The comments were interesting:

• "There is no clear sense that they are an advocacy organization, and not involved in actually humanitarian relief."
• "They need to tell their [success] stories"
• "'Where we work' and 'What we do' sections need to move up on the page [above the fold]"
• "There is opportunities to put video on the site"
• "The page looks busy, too much info, hard to know where to start"
• "There needs to be more statements about impact"
• "Audience track navigation maybe?"
• "Color palette is nice"
• "Good pictures"

My take aways: You have a brand whether you like it or not. How do you make sure it is an accurate reflection of who you are?

Session 5: New Approach to Social Change: Technology and the Social Entrepreneur

Great session with Steven Clift (E-Democracy.org), Charles Best (DonorsChoose.org) and Kris Herbst (Ashoka, Changemakers), about what it means to be a social entrepreneur, applying business practices and using technology opportunistically.

Steve provided better tips for maintaining a productive community than the session I went to yesterday. On e-democracy.org he has a couple of rules:

• Sign in with real name
• Posts limited to no more than 2 times a day (excellent policy for providing everyone a chance to participate, and avert flame wars)
• Stay within scope of local charter
• 2 warning equals a 2 week suspension
• Recruit 100 registered members even before you launch (seed communities before launch)
• Auto hide email quotes (so that posts are to the point and don't get long)

Charles had a fascinating presentation of how he started DonorsChoose.org out of frustration, when he was a high school teacher in the Bronx, with $2000 of his own money (while he was living at home with his mom). In the beginning, he also had his students handwrite letters to potential donors. Teacher have great ideas, but are unable to get funding, so DonorsChoose.org provides a platform for the teachers to submit proposals for school activities and for people who wish to fund a project to be "confident" about the project they are funding, by doing the background research for them, and providing follow up emails about the project. In Charles's words:

DonorsChoose enables every public school teacher to be a social entrepreneur and every person to be a philanthropist

Donors can search projects by location, subject, grade, keyword etc. Interestingly "autism" is one of the highest search terms and despite conventional wisdom, more donors fund outside their locale.

One poignant question from the audience was, "Won't this encourage funding for education to be cut further?" Charles answered, "if that happens, we will all quit." He went on to say that a local politician who was visiting the site was outraged to find that some schools in his district didn't even have dictionaries, and caused him to act. Also surveys showed that those who donated were likely to show more interest in education issues.

The biggest challenge that DonorsChoose faces is scalability. Scaling operations means more staff, and actually studying supply chain management. Also scaling in to other states means maintaining a ground presence in each locale. Charles emphasized that "the internet is not enough."

I didn't take notes on Kris's presentation since I know what Changemakers is about, but I did ask him and the panel the question: "If you are about 'open-sourcing ideas', how do you feel about open-sourcing your platform?" Kris answered that they plan to open-source the competition module they developed in Drupal. But this is the dilemma that most social entrepreneurs must face. How do you let go and let grow an idea that you have so close to your heart?

My take aways: Social entrepreneurs are myth-busters. Muhammad Yunus (An Ashoka Fellow) broke the myth that the poor are not credit-worthy. Rapid developments and access to technology lowers the barrier and enables social entrepreneurs to tackle society's pressing problems.

Session 6: Using Online Social Networks to Build Buzz, Community and Support for Your Cause

Scott Goodstein (Catalyst Campaigns), and Heather Holdridge (Care2.com) talked about creating online buzz about your cause around new social networking sites such as MySpace and FaceBook. Heather summarized by saying:

• Be everywhere you can be, but prioritize
• Be prepared for the big moment
• Meet people where they are

Scott emphasized that it takes a lot of work to establish and maintain a presence in MySpace. Just like energy drinks (Red Bull, Jolt, Tab etc) or niche radio stations market themselves based on understanding their niche audience, so should your online campaigns be. Your organization needs to develop its "online persona."

My take aways: It is wrong to think, "If you build your MySpace page, they will come." It takes effort to understand who you are trying to reach and speak to them in their terms to create a wave of buzz.

Wireframes have been an indispensable tool for information architects to present and communicate the web page layouts and content placement to clients and developers. In revisiting our wireframes templates, I wanted to tackle a couple of issues that have been brought up across the years since I last wrote anything on the matter:

• A common question from clients is, "Where is the fold?"
• A common critique from developers is, "You can't fit 4 columns on a page - you don't have the page width". What this is saying is that the wireframe falsifies scale, with IA's often manipulating font sizes to fit their layout.
• "Is the page showing 800x600 screen resolution or 1024x768?"
• IA's have commented, "The homepage often ends up being longer than other pages, and it's hard to show that in a wireframe template that is not long enough." IA's often end up continuing the page on a second page or worse, compressing the page vertically that may compromise the integrity of the design.
• Unlike "traditional" architects who print blueprints on large format plotters, IA's are limited to the paper sizes in the office or clients can print to - 8 1/2 x 11 page

Taking all these thoughts and comments into consideration, we set out to design a Visio wireframe template and stencil that was more reflective of the true scale on webpages, shows the fold, is long enough for longer pages, and fits on an 8 1/2 x 11 paper. The result was a template whose fonts are small but legible (who really reads "Lorem Ipsums" anyway), with space for notes on the side. You be the judge.

• Visio Wireframe Template / Stencil (Zip | 160k)

I went to Korea for a week in early March and I ended up meeting up with a lot of friends I hadn't seen in years. In explaining to them what I do at Forum One lead to some interesting conversations and insights about the internet culture in Korea. I am going to try to capture some of these in the following series of posts.

To begin, here are some random but interesting facts I know about Korea, and the internet culture in Korea:

• South Korea has a population of 48.5 million (2006), in a country a tad smaller than Virginia, with a GDP that ranks 11th in the world above Canada.
• According to PRB, the projected population in 2050 is 42.3 million. That's a population decline of 6 million. The current birthrate is about 1.1.
• 82% of the Korean population is urban, and close to half of the population currently resides in Seoul (capital) metropolitan area, making it the 3rd largest city in the world.
• Korea has one of the highest penetration of Broadband internet access (ADSL) in the world with 25.3 per 100 inhabitants (Dec 2005)
• Korea is dotted with the Korean flavor of cybercafes called "PC-bang" (translation: "bang" = room) providing cheap (about $1 for 1 hr), public access to internet and networked gaming services. Some estimate put the current number at over 22,000.
• Korean internet traffic is dominated by "Portals" of which Naver is the reigning and unchallenged king for the last couple of years. Daum, Nate, Yahoo Korea and auction.co.kr (eBay Korea) round off the top 5. Google Korea ranks 21 place in terms of traffic.
• Cyworld is on the top of pile in social networking sites. It is reported that 90% of late teens and early twenties and about a third of all Koreans have a Cyworld account. More about Cyworld in a later post. Cyworld recently launched a US site.
• The IM market, MSN Messenger has been edged by NateOn service recently. NateOn is part of the SK empire, which is the largest mobile service provider in Korea and offers NateOn services on its phones. Hard for MSN to compete there.
• A little more about portal Naver. Naver commands a whopping 77 percent of Korean internet page-views traffic. Its success has be attributed to focus on human interaction over mechanical search results. Its "KnowledgeIN" service allows its users to post questions which are answered by other users, adding to its growing database of knowledge. Of course it's not as simple as that - Naver has an army of staff who write, seed, and review the quality of the posts. When a user searches on Naver, they get the total opposite experience from Google: a fully "manipulated" search result page, with undifferentiated sponsor links, which Koreans find more useful and appealing than list of random search results. Call it laziness or market-savviness.

Creating a homepage is much like baking a cake with many layers. In the case of a homepage for non-profit organizations, I think there are 3 main layers that require attention: visual, information, action. All the layers engagethe users' needs in different ways for the homepage to be successful:

• Visual layer
  This is the layer that emotionally engages the users. Photos, colors. It draws them in. It affirms that they are on the right site and "on the same page" as the organization whose homepage it is.


• Information layer
  This tells the users who the organization is, what the issues are, what's going on, why should they be interested.
• Action layer
  What can the users do? This is where the users commit to a dialog: Find out more. Sign up for a newsletter. Become a member. Donate. etc.

All 3 layers need to be clearly presented, having a clear graphic logic that governs each. However, I don't think it ends there. The homepage needs to have clearly defined paths to critical tasks that slice all 3 layers (you need to slice the cake to eat it). These paths may be what the users want or what the organization want the users to do. In either case there needs to be a clear hierarchy on top of the 3 layers that define these paths clearly. This slicing has to do with the mission and the goals of organization.

What kind of relationship/dialog do you want to establish with your users?

Good examples:

• March of Dimes
• Lance Armstrong Foundation
• Pre-K Now
• Robert Wood Johnson Foundation
• African Wildlife Foundation (Disclosure: Forum One project)

This is great article on how to avoid and plan for the pitfalls in the working through a design review process. Lessons learned. it seems, from painful experience by the author. I have experienced my fair share of "phantom stakeholders" and miscommunication of expectations.

Oscar also pointed out his favorite tip:

I tell my clients that “I don’t like that” won’t cut it and that they need to be extremely specific and detailed in the feedback they give me. Make them work for it, make them really have to think about what they’re telling you.

Here are all the key tips from the article. (I agree with them all):

• Know your stakeholders
• Make considered design decisions
• Only show the good stuff
• Set expectations
• Be prepared for the phantom stakeholder
• Ask for specific feedback
• Defend yourself but don't be defensive
• Make them choose
• Listen up!
• Try an iterative process
• Go with what works for you

- Thx OM