Recently, a prospect called us about a training guide he needed written for a new enterprise application his company had recently purchased and was trying to implement. Unfortunately, he had already paid the company that developed the application to create training materials but found, once he had a chance to review the materials, that they were not only impenetrable and useless from a user’s point of view but mostly incorrect as well. A complete waste of money. Alas.
Wikipedia defines single sourcing as “a content management method which allows the same source content to be used across different forms of media and more than one time. The labor-intensive and expensive work of editing need only be carried out once, on only one document. This reduces the potential for error, as corrections are only made one time in the source document.” A decent, I think, explanation of what this mysterious approach to documentation is all about.
Do a little research and the prevailing opinion expressed by those who write and those who want documentation is that it’s not done because (as I’ve written in a prior blog — see http://www.shoap.com/why-bother-writing-technical-documentation/):
• It costs money.
• No one wants to do it.
• No one uses it.
While those facts remain true, the more important issue – what kind of documentation do companies actually need? – rarely gets addressed. Perhaps it’s time to talk about that issue.
Many companies labor under the incorrect assumption that keeping certain functions (like technical writing) in-house gives them the greatest return on investment. Not true. Here’s why.
When was the last time you used an application that was just impossible to comprehend?
Or that you visited a web page that made it hard to find what you were looking for?
I’m guessing you don’t have to rack your brain too hard to come up with an example. In fact, if you’re reading this at work, you might very well have opened our newsletter just to take a break from the confusing enterprise software you’re stuck using for your job.
The Science Behind the Suck
During World War II, Army Air Force scientists noticed that changes in cockpit design often had disastrous effects on pilot performance. When the mental and physical capabilities of pilots did not align with the design of the aircraft, pilots were much more likely to make a mistake. Considering these “human factors” as part of the design turned out to be an important safety and performance issue. This insight led to a new science that linked human psychology to product design.
Fast forward to 1990s. Computer software starts to become mainstream. No longer the realm of the most technical users, human capabilities and product design started to clash again. Building on what the Human Factors researchers had learned, the science of usability engineering took off to meet the challenges of software design.
Some of the important human characteristics that must be considered include:
- People have limited working memory capacities
- Attention limits the ability of our minds to process only so many thoughts and inputs at once
- Our eyes are drawn to salient features
- We mentally group things in predictable ways
- Our perceptions are colored by our experience and expectations
So how do you use this knowledge to make digital products that don’t give people fits? I’ll give you a hint: you’ll have to do a little more than add a line that “the application will be designed with usability in mind” to your requirements doc.
User-centered design is an approach to designing and developing software that results in applications and websites that are easier to use and better meet the needs of users.
What Is User-Centered Design
It starts by putting users at the forefront of design decision making. That’s what user-centered design is all about. Through research, observation, iterative design, and usability testing, we can understand the needs and behaviors of our users and use our expertise as designers to craft products which are useful, usable, and pleasurable to the users.
A typical user-centered design process would go something like this:
- Analysis – Identify the characteristics of the users, user goals, context of use, and business goals. Talk to actual users and business stakeholders.
- Design – Create mockups or lo-fi, low cost prototypes of the solution based on the information gathered in the analysis phase.
- Testing – Test your mockups or prototypes with actual users to determine what works and what needs to be improved. Iterate on the design and testing phases to improve the process and move closer to …
- Development and Delivery – Building as you iterate through the test and design phase, you’ll approach higher fidelity until you’re ready to complete the development and delivery of your project.
- Evaluation and Lifecycle Management – Evaluate the success of the project against the characteristics defined in step 1 by measuring the behavior of actual users. Continue to ensure the product is updated using user-centered principles throughout the lifecycle.
Noticing a theme?
Why Is That So Important?
In the realm of ecommerce, the consultants User Interface Engineering used user testing to discover a usability flaw that was costing a major retailer $300M in lost revenue (http://www.uie.com/articles/three_hund_million_button/). When designing products, Jakob Nielsen estimates that spending 10% of a project’s budget on usability doubles the quality metrics for the project (http://www.nngroup.com/articles/usability-101-introduction-to-usability/).
When designing intranets and enterprise applications for internal use, your users may not have somewhere else to turn. In those cases, you don’t have to worry about losing customers. But poorly designed applications can cause all sorts of problems.
- Employees are less efficient at their jobs when the tools they need are hard to use.
- Confusing interfaces may cause employees to make costly errors.
- Users blame themselves when they have trouble using an application, so having to spend the day using a suite of poorly designed applications leads to unhappy workers and lowered employee morale.
But We Don’t Have Designers! How Can I Get Me Some Of That User-Centered Design?
While you may not have designers, someone does design every application. It may be a business analyst or product manager doing mockups in Visio or it might be the developer turning user stories directly into front-end code. Inadvertent design is still design.
You don’t have to bring in an expensive agency or hire a team of User Experience Designers when you’re just starting out. The best way to improve the user experience of your products is simply to watch your users use your product.
User Interface Engineering has a list of excellent ways to start your user research (http://www.uie.com/articles/starting_user_research/).
If you’re interested in learning more, I suggest starting with the following books:
- Don’t Make Me Think by Steve Krug – The classic introduction to designing websites and applications for usability. Quick and easy to read, it’s a must read for anybody involved in product work.
- The Design of Everyday Things by Donald Norman – Norman is a pre-eminent cognitive psychologist and designer. Norman goes more in depth into the psychology of design than Krug, but this book is still quite accessible.
In an earlier article (http://www.shoap.com/rfp-responses-go-technical), we discussed the importance of responding to RFPs with correct, easy to read and understand responses. Several of our readers wondered if there were any tools that could help them address the arduous task of responding to RFPs. This article is for them.
Unquestionably, there are more onerous tasks than responding to a big, fat request for proposal (RFP). Unfortunately, I just can’t think of anything. People who have to do this for a living spend countless (and thankless) hours, ensuring the response is correct and flawless. These responses can go for hundreds of pages, require inputs from various and sundry departments within the organization, and are under tremendous time constraints. It’s stressful just thinking about it. Many companies, however, are facing this nightmare head-on by investing in software that automates the process. Leave the copy/paste method behind.
Hello again readers! Last time we “met,” I had the pleasure of walking you through a quick primer on the Kirkpatrick model and how to best use it to assess the effectiveness of a given training program or set of training materials. My main argument was – whatever you do – make sure to focus on metrics that allow you to show measurable positive impacts that can be easily translated into $ savings. The bottom line is… well, that’s what your manager will be looking at, the bottom line. What’s the return on this documentation investment? At the end of the day, how many dollars does it put back in our pocket?
According to an article making the rounds last week from the good ol’ beeb: Spelling mistakes ‘cost millions’ in lost online sales:
He says he measured the revenue per visitor to the tightsplease.co.uk website and found that the revenue was twice as high after an error was corrected.
Recently I came across this article at the CommLab India blog which presents an interesting opinion on measuring the training effectiveness using the Kirkpatrick model (diagram shown below). The author conjectures that the only practical way to measure this in practice is through Level 2 assessment (i.e., “testing” the student’s retained knowledge). Level 3 and Level 4 (degree of application of concepts and achievement of training objectives, respectively) are unreliable, the writer argues, since these types of measurements don’t exclude external factors, and thus make it difficult to attribute enhanced performance exclusively to training activities.