rowid,title,contents,year,author,author_slug,published,url,topic 290,Creating a Weekly Research Cadence,"Working on a product team, it’s easy to get hyper-focused on building features and lose sight of your users and their daily challenges. User research can be time-consuming to set up, so it often becomes ad-hoc and irregular, only performed in response to a particular question or concern. But without frequent touch points and opportunities for discovery, your product will stagnate and become less and less relevant. Setting up an efficient cadence of weekly research conversations will re-focus your team on user problems and provide a steady stream of insights for product development. As my team transitioned into a Lean process earlier this year, we needed a way to get more feedback from users in a short amount of time. Our users are internet marketers—always busy and often difficult to reach. Scheduling research took days of emailing back and forth to find mutually agreeable times, and juggling one-off conversations made it difficult to connect with more than one or two people per week. The slow pace of research was allowing additional risk to creep into our product development. I wanted to find a way for our team to test ideas and validate assumptions sooner and more often—but without increasing the administrative burden of scheduling. The solution: creating a regular cadence of research and testing that required a minimum of effort to coordinate. Setting up a weekly user research cadence accelerated our learning and built momentum behind strategic experiments. By dedicating time every week to talk to a few users, we made ongoing research a painless part of every weekly sprint. But increasing the frequency of our research had other benefits as well. With only five working days between sessions, a weekly cadence forced us to keep our work small and iterative. Committing to testing something every week meant showing work earlier and more often than we might have preferred—pushing us out of your comfort zone into a process of more rapid experimentation. Best of all, frequent conversations with users helped us become more customer-focused. After just a few weeks in a consistent research cadence, I noticed user feedback weaving itself through our planning and strategy sessions. Comments like “Remember what Jenna said last week, about not being able to customize her lists?” would pop up as frequent reference points to guide our decisions. As discussions become less about subjective opinions and more about responding to user needs, we saw immediate improvement in the quality of our solutions. Establishing an efficient recruitment process The key to creating a regular cadence of ongoing user research is an efficient recruitment and scheduling process—along with a commitment to prioritize the time needed for research conversations. This is an invaluable tool for product teams (whether or not they follow a Lean process), but could easily be adapted for content strategy teams, agency teams, a UX team of one, or any other project that would benefit from short, frequent conversations with users. The process I use requires a few hours of setup time at the beginning, but pays off in better learning and better releases over the long run. Almost any team could use this as a starting point and adapt it to their own needs. Pick a dedicated time each week for research In order to make research a priority, we started by choosing a time each week when everyone on the product team was available. Between stand-ups, grooming sessions, and roadmap reviews, it wasn’t easy to do! Nevertheless, it’s important to include as many people as possible in conversations with your users. Getting a second-hand summary of research results doesn’t have the same impact as hearing someone describe their frustrations and concerns first-hand. The more people in the room to hear those concerns, the more likely they are to become priorities for your team. I blocked off 2 hours for research conversations every Thursday afternoon. We make this time sacred, and never schedule other meetings or work across those hours. Divide your time into several research slots After my weekly cadence was set, I divided the time into four 20-minute time slots. Twenty minutes is long enough for us to ask several open-ended questions or get feedback on a prototype, without being a burden on our users’ busy schedules. Depending on your work, you may need schedule longer sessions—but beware the urge to create blocks that last an hour or more. A weekly research cadence is designed to facilitate rapid, ongoing feedback and testing; it should force you to talk to users often and to keep your work small and iterative. Projects that require longer, more in-depth testing will probably need a dedicated research project of their own. I used the scheduling software Calendly to create interview appointments on a calendar that I can share with users, and customized the confirmation and reminder emails with information about how to access our video conferencing software. (Most of our research is done remotely, but this could be set up with details for in-person meetings as well.) Automating these emails and reminders took a little bit of time to set up, but was worth it for how much faster it made the process overall. Invite users to sign up for a time that’s convenient for them With a calendar set up and follow-up emails automated, it becomes incredibly easy to schedule research conversations. Each week, I send a short email out to a small group of users inviting them to participate, explaining that this is a chance to provide feedback that will improve our product or occasionally promoting the opportunity to get a sneak peek at new features we’re working on. The email includes a link to the Calendly appointments, allowing users who are interested to opt in to a time that fits their schedule. Setting up appointments the first go around involved a bit of educated guessing. How many invitations would it take to fill all four of my weekly slots? How far in advance did I need to recruit users? But after a few weeks of trial and error, I found that sending 12-16 invitations usually allows me to fill all four interview slots. Our users often have meetings pop up at short notice, so we get the best results when I send the recruiting email on Tuesday, two days before my research block. It may take a bit of experimentation to fine tune your process, but it’s worth the effort to get it right. (The worst thing that’s happened since I began recruiting this way was receiving emails from users complaining that there were no open slots available!) I can now fill most of an afternoon with back-to-back user research sessions just by sending just one or two emails each week, increasing our research pace while leaving plenty time to focus on discovery and design. Getting the most out of your research sessions As you get comfortable with the rhythm of talking to users each week, you’ll find more and more ways to get value out of your conversations. At first, you may prefer to just show work in progress—such as mockups or a simple prototype—and ask open-ended questions to measure user reaction. When you begin new projects, you may want to use this time to research behavior on existing features—either watching participants as they use part of your product or asking them to give an account of a recent experience in your app. You may even want to run more abstracted Lean experiments, if that’s the best way to validate the assumptions your team is working from. Whatever you do, plan some time a day or two later to come back together and review what you’ve learned each week. Synthesizing research outcomes as a group will help keep your team in alignment and allow each person to highlight what they took away from each conversation. Over time, you may find that the pace of weekly user research becomes more exhausting than energizing, especially if the responsibility for scheduling and planning falls on just one person. Don’t allow yourself to get burned out; a healthy research cadence should also include time to rest and reflect if the pace becomes too rapid to sustain. Take breaks as needed, then pick up the pace again as soon as you’re ready.",2016,Wren Lanier,wrenlanier,2016-12-02T00:00:00+00:00,https://24ways.org/2016/creating-a-weekly-research-cadence/,ux 32,Cohesive UX,"With Yosemite, Apple users can answer iPhone calls on their MacBooks. This is weird. And yet it’s representative of a greater trend toward cohesion. Shortly after upgrading to Yosemite, a call came in on my iPhone and my MacBook “rang” in parallel. And I was all, like, “Wut?” This was a new feature in Yosemite, and honestly it was a little bizarre at first. Apple promotional image showing a phone call ringing simultaneously on multiple devices. However, I had just spoken at a conference on the very topic you’re reading about now, and therefore I appreciated the underlying concept: the cohesion of user experience, the cohesion of screens. This is just one of many examples I’ve encountered since beginning to speak about this topic months ago. But before we get ahead of ourselves, let’s look back at the past few years, specifically the role of responsive web design. RWD != cohesive experience I needn’t expound on the virtues of responsive web design (RWD). You’ve likely already encountered more than a career’s worth on the topic. This is a good thing. Count me in as one of its biggest fans. However, if we are to sing the praises of RWD, we must also acknowledge its shortcomings. One of these is that RWD ends where the browser ends. For all its goodness, RWD really has no bearing on native apps or any other experiences that take place outside the browser. This makes it challenging, therefore, to create cohesion for multi-screen users if RWD is the only response to “let’s make it work everywhere.” We need something that incorporates the spirit of RWD while unifying all touchpoints for the entire user experience—single device or several devices, in browser or sans browser, native app or otherwise. I call this cohesive UX, and I believe it’s the next era of successful user experiences. Toward a unified whole Simply put, the goal of cohesive UX is to deliver a consistent, unified user experience regardless of where the experience begins, continues, and ends. Two facets are vital to cohesive UX: Function and form Data symmetry Let’s examine each of these. Function AND form Function over form, of course. Right? Not so fast, kiddo. Consider Bruce Lawson’s dad. After receiving an Android phone for Christmas and thumbing through his favorite sites, he was puzzled why some looked different from their counterparts on the desktop. “When a site looked radically different,” Bruce observed, “he’d check the URL bar to ensure that he’d typed in the right address. In short, he found RWD to be confusing and it meant he didn’t trust the site.” A lack of cohesive form led to a jarring experience for Bruce’s dad. Now, if I appear to be suggesting websites must look the same in every browser—you already learned they needn’t—know that I recognize the importance of context, especially in regards to mobile. I made a case for this more than seven years ago. Rather, cohesive UX suggests that form deserves the same respect as function when crafting user experiences that span multiple screens or devices. And users are increasingly comfortable traversing media. For example, more than 40% of adults in the U.S. owning more than one device start an activity on one screen and finish it on another, according to a study commissioned by Facebook. I suspect that percentage will only increase in 2015, and I suspect the tech-affluent readers of 24 ways are among the 40%. There are countless examples of cohesive form and function. Consider Gmail, which displays email conversations visually as a stack that can be expanded and collapsed like the bellows of an accordion. This visual metaphor has been consistent in virtually any instance of Gmail—website or app—since at least 2007 when I captured this screenshot on my Nokia 6680: Screenshot captured while authoring Mobile Web Design (2007). Back then we didn’t call this an app, but rather a ‘smart client’. When the holistic experience is cohesive as it is with Gmail, users’ mental models and even muscle memory are preserved.1 Functionality and aesthetics align with the expectations users have for how things should function and what they should look like. In other words, the experience is roughly the same across screens. But don’t be ridiculous, peoples. Note that I said “roughly.” It’s important to avoid mindless replication of aesthetics and functionality for the sake of cohesion. Again, the goal is a unified whole, not a carbon copy. Affordances and concessions should be made as context and intuition require. For example, while Facebook users are accustomed to top-aligned navigation in the browser, they encounter bottom-aligned navigation in the iOS app as justified by user testing: The iOS app model has held up despite many attempts to better it: http://t.co/rSMSAqeh9m pic.twitter.com/mBp36lAEgc— Luke Wroblewski (@lukew) December 10, 2014 Despite the (rather minor) lack of consistency in navigation placement, other elements such as icons, labels, and color theme work in tandem to produce a unified, holistic whole. Data symmetry Data symmetry involves the repetition, continuity, or synchronicity of data across screens, devices, and platforms. As regards cohesive UX, data includes not just the material (such as an article you’re writing on Medium) but also the actions that can be performed on or with that material (such as Medium’s authoring tools). That is to say, “sync verbs, not just nouns” (Josh Clark). In my estimation, Amazon is an archetype of data symmetry, as is Rdio. When logged in, data is shared across virtually any device of any kind, irrespective of using a browser or native app. Add a product to your Amazon cart from your phone during the morning commute, and finish the transaction at work on your laptop. Easy peasy. Amazon’s aesthetics are crazy cohesive, to boot: Amazon web (left) and native app (right). With Rdio, not only are playlists and listening history synced across screens as you would expect, but the cohesion goes even further. Rdio’s remote control feature allows you to control music playing on one device using another device, all in real time. Rdio’s remote control feature, as viewed on my MacBook while music plays on my iMac. At my office I often work from my couch using my MacBook, but my speakers are connected to my iMac. When signed in to Rdio on both devices, my MacBook serves as proxy for controlling Rdio on my iMac, much the same as any Yosemite-enabled device can serve as proxy for an incoming iPhone call. Me, in my office. Note the iMac and speakers at far right. This is a brilliant example of cohesive design, and it’s executed entirely via the cloud. Things to consider Consider the following when crafting cohesive experiences: Inventory the elements that comprise your product experience, and cohesify them.2 Consider things such as copy, tone, typography, iconography, imagery, flow, placement, brand identification, account data, session data, user preferences, and so on. Then, create cohesion among these elements to the greatest extent possible, while adapting to context as needed. Store session data in the cloud rather than locally. For example, avoid using browser cookies to store shopping cart data, as cookies are specific to a single browser on a single device. Instead, store this data in the cloud so it can be accessed from other devices, as well as beyond the browser. Consider using web views when developing your native app. “You’re already using web apps in native wrappers without even noticing it,” Lukas Mathis contends. “The fact that nobody even notices, the fact that this isn’t a story, shows that, when it comes to user experience, web vs. native doesn’t matter anymore.” Web views essentially allow you to display HTML content inside a native wrapper. This can reduce the time and effort needed to make the overall experience cohesive. So whereas the navigation bar may be rendered by the app, for example, the remaining page display may be rendered via the web. There’s readily accessible documentation for using web views in C++, iOS, Android, and so forth. Nature is calling Returning to the example of Yosemite and sychronized phone calls, is it really that bizarre in light of cohesive UX? Perhaps at first. But I suspect that, over time, Yosemite’s cohesiveness — and the cohesiveness of other examples like the ones we’ve discussed here — will become not only more natural but more commonplace, too. 1 I browse Flipboard on my iPad nearly every morning as part of my breakfast routine. Swiping horizontally advances to the next page. Countless times I’ve done the same gesture in Flipboard for iPhone only to have it do nothing. This is because the gesture for advancing is vertical on phones. I’m so conditioned to the horizontal swipe that I often fail to make the switch to vertical swipe, and apparently others suffer from the same muscle memory, too. 2 Cohesify isn’t a thing. But chances are you understood what I meant. Yay neologism!",2014,Cameron Moll,cameronmoll,2014-12-24T00:00:00+00:00,https://24ways.org/2014/cohesive-ux/,ux 269,Adaptive Images for Responsive Designs… Again,"When I was asked to write an article for 24 ways I jumped at the chance, as I’d been wanting to write about some fun hacks for responsive images and related parsing behaviours. My heart sank a little when Matt Wilcox beat me to the subject, but it floated back up when I realized I disagreed with his method and still had something to write about. So, Matt Wilcox, if that is your real name (and I’m pretty sure it is), I disagree. I see your dirty server-based hack and raise you an even dirtier client-side hack. Evil laugh, etc., etc. You guys can stomach yet another article about responsive design, right? Right? Half the room gets up to leave Whoa, whoa… OK, I’ll cut to the chase… TL;DR In a previous episode, we were introduced to Debbie and her responsive cat poetry page. Well, now she’s added some reviews of cat videos and some images of cats. Check out her new page and have a play around with the browser window. At smaller widths, the images change and the design responds. The benefits of this method are: it’s entirely client-side images are still shown to users without JavaScript your media queries stay in your CSS file no repetition of image URLs no extra downloads per image it’s fast enough to work on resize it’s pure filth What’s wrong with the server-side solution? Responsive design is a client-side issue; involving the server creates a boatload of problems. It sets a cookie at the top of the page which is read in subsequent requests. However, the cookie is not guaranteed to be set in time for requests on the same page, so the server may see an old value or no value at all. Serving images via server scripts is much slower than plain old static hosting. The URL can only cache with vary: cookie, so the cache breaks when the cookie changes, even if the change is unrelated. Also, far-future caching is out for devices that can change width. It depends on detecting screen width, which is rather messy on mobile devices. Responding to things other than screen width (such as DPI) means packing more information into the cookie, and a more complicated script at the top of each page. So, why isn’t this straightforward on the client? Client-side solutions to the problem involve JavaScript testing user agent properties (such as screen width), looping through some images and setting their URLs accordingly. However, by the time JavaScript has sprung into action, the original image source has already started downloading. If you change the source of an image via JavaScript, you’re setting off yet another request. Images are downloaded as soon as their DOM node is created. They don’t need to be visible, they don’t need to be in the document. new Image().src = url The above will start an HTTP request for url. This is a handy trick for quick requests and preloading, but also shows the browser’s eagerness to download images. Here’s an example of that in action. Check out the network tab in Web Inspector (other non-WebKit development aids are available) to see the image requests. Because of this, some client-side solutions look like this: where t.gif is a 1×1px tiny transparent GIF. This results in no images if JavaScript isn’t available. Dealing with the absence of JavaScript is still important, even on mobile. I was recently asked to make a website work on an old Blackberry 9000. I was able to get most of the way there by preventing that OS parsing any JavaScript, and that was only possible because the site didn’t depend on it. We need to delay loading images for JavaScript users, but ensure they load for users without JavaScript. How can we conditionally parse markup depending on JavaScript support? Oh yeah!