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Europe’s 20 Largest Banks’ Web Sites All Fail User Experience Testing By Forrester Research 

September 4th, 2006

UK And German Bank Sites Lead As France, Italy, And Spain Lag

London, May 27, 2002 . . . Flawed navigation and customer service frustrate today’s Web banking users, but low-cost design fixes and an ongoing focus on user experience will help firms win sought-after online transactions, according to a new report by Forrester Research (Nasdaq: FORR).

To uncover how European banking sites can improve, Forrester graded the sites of the 20 largest European retail banks according to its user experience review methodology, which evaluates how well sites help users achieve their goals. Significantly, even the best sites don’t pass overall usability, and the top-rated Halifax, Credit Suisse, and Deutsche Bank sites didn’t reach an overall passing grade. British and German bank sites beat Italian, French, and Spanish banks.
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交互设计是政治的吗? 

August 10th, 2006

比起UI Garden中的《设计是有政治性的吗?》这篇博文就有些“借题发挥”之嫌,并无太大关联。而个人对于设计的感觉是:如果设计本身是带有政治色彩的,那么它也是被人为的赋予的属性,并不是设计本身是政治的,如果我们谈及传统视觉设计,那么它可以为各种组织和企业服务,宣传企业文化和企业品牌,作为文化宣传手段自然是无可厚非的。但是相对比而言软件和信息交互设计本身就显得“专注”了些,这里的交互设计在这里泛指我们在日常生活和企业生产中的具体科学,而给予它声明和色彩的便是“交互设计师”本身。

2005年前后在国内绝少有人提及“交互”,更不要说“交互设计”,但是它主要是用来作什么呢?“交互设计”应起源于人机工程学理论,在传统工业和制造业领域在半个世纪前就已经出现和发展,可以说伴随着蒸汽机的出现而诞生,随着战争的需求开始而被重视和迅猛发展。比如说二战期间前苏联生产的便携式冲锋枪吸取了德式冲锋枪的经验而不断改良,从而解决了经常“卡弹”和在高寒地带的使用问题,致使使用它的前苏联战士效率提高,杀伤力上升,从而挫败德军地面部队;再有坦克驾驶舱和飞机驾驶室的设计过程亦要充分考虑到人体的功效学及其指标,如:“不同人种的身高、蜷曲高度,手臂屈伸和脊柱弯曲等因素”等,对此,我们国内老牌传统的军工类学府也早有此方面的课程和研究,如航空航天大学和航空工业学院等,只不过由于其应用领域过于高端而没有应用到人们普遍的生产和生活中从而而不被大众普遍了解,但是由于近十年来个人计算机的普及和应用软件的应用水平提高,更微观的“软件交互设计”便应运而生。并且个人计算机占有率发展到今天已经达到惊人的数量,因此人机工程学和相关应用也有似乎真正的要走下神坛而大有植根服务于人民大众之象,虽然即便改善产品交互设计而获取的新鲜完美的用户体验不能轻易促使产品订单数量急剧上升,但是由于上个世纪多个西方交互设计大师的诞生以及他们的深入研究,事实证明优质高效的交互设计的确可以提高生产力水平而刺激用户购买欲望。

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Make It Easy—— 关注公共设施中的可用性问题(记世界可用性日北京站成功落下帷幕) 

November 8th, 2005

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UsabilityDays

  11月3日, 由英国UiGarden网站组织策划、本地化易用性研究和交互设计组织ChinaHCI网站协办的世界可用性日北京站活动正式在北京翠宫饭店拉开帷幕,本次可用性日的主题为“Make it easy”。来自IBM中国研究中心、中国科学院软件所等众多单位的可用性和用户研究方面的从业人事以及高校的师生们共聚一堂,共同关注并探讨出现在城市公共设施中的可用性问题。(ChinaHCI.Org:何潇 北京报道)

活动现场
(活动现场)

  城市公共设施的可用性问题近年来在不少发达国家都受到了极大的关注,因为它涉及到大众(用户)的需求,贴近我们的日常生活,是一个城市文明的象征。北京作为我们国家的首都,在迈向更加现代化的进程中,不可避免的在城市建设过程中存在许多亟待改进的问题,本次可用性日北京站主题活动正是在这样的背景下展开的。

  在简短的嘉宾介绍之后,本次活动主持人也是UiGarden创办者的李鱼小姐向在场的与会者介绍了可用性日的相关情况,随后正式宣布了活动的开始。担任开场演讲的嘉宾是徐松涛(Sean)先生,徐先生的演讲主要是通过北京与新加坡两个城市在城市公共设施建设方面的一些差异性例子,来找出我们北京市在这个方面的若干差距。他首先举的一个例子是公用电话亭,当提到北京电话亭设计的不足之处时,在场的许多人士纷纷发言,所提到的不足性包括:电话亭整体设计偏高,没有考虑到残疾人士和儿童的需求、现行的对称分布的电话亭容易造成打电话者的隐私被泄露、噪音过大、无挂物钩等等。通过大家的现身说法,使得电话亭设计中的可用性问题被一一暴露出来,而反观新加坡的电话亭设计,基本上很好地解决了大家所提出的问题,通过这一个事例就很好地说明了我们在设计上的差距。此外徐先生在演讲中还提到了ATM机、候车亭、交通灯、地铁贩卖机等例子,同样激起大家对现有的身边的这些公共设施的“找错”热情,主要体现在对特殊人群(如残疾人、儿童、老人)“考虑不周”、信息指示不明朗或者不准确等方面,而在新加坡这些问题都是设计师们重点考虑和解决的问题。除了这些硬件问题,我们在软件设施方面也暴露出了不少问题,李鱼小姐以她在英国多年的生活经历做了即席发言,她现场给大家演示访问英国的公共交通系统网站,该网站简洁方便的访问模式和强大的技术解决方案给在场的所有人留下了难忘的印象,而北京公共交通网站(数字北京平台)在访问速度、信息检索、结果反馈等方面相比之下则要逊色不少。通过以上中外的一系列对比,使得我们认清我们在公共设施的可用性方面还有很多工作需要去完善。

英国伦敦公共交通系统网站展示
(英国伦敦公共交通系统网站展示)

  经过简短的茶歇时间后,IBM中国研究中心UCD部门的赵晨博士就当前可用性研究在国内的发展情况做了一个简单的发言。作为在可用性研究方面有过多年工作经验的资深人士,赵博士首先给大家阐述了可用性工程、以人为中心的设计、人机交互、信息架构、人因工程、用户研究等概念的区别和联系,随后比较客观地分析了国内可用性发展的现状和存在的问题。由于时间的关于,赵博士的发言显得比较简短精练,但是对许多目前对这个行业还处于了解阶段的朋友而言无疑显得非常中肯和有帮助。

赵晨博士在发言
(赵晨博士在发言)

  在赵晨博士发言之后,香港高介原创设计公司的创办人和主管安绮丽小姐结合自身的经历对现实生活中不少由于可用性问题带来的不便为主题,阐述了可用性对于用户的重要性。安小姐拥有多年的国内国外生活经历,曾在美国求学多年,她带给大家的实例大多贴近生活而且诙谐幽默,使得在场的气氛非常活跃,不时爆发阵阵掌声和笑声。比如一个单人移动式厕所前的“告示牌”显示一次投币如厕时间不得超过20分钟,否则厕所将自动开门等等—- 这些看似“荒缪”的情况却真实地发生在了我们面前。同时安小姐在演讲中也指出不但国内存在许多这个方面的问题,国外也存在,她同时引用许多这个方面的例子作证。

香港安绮丽小姐发言:Understand your users
(香港安绮丽小姐发言:Understand your users)

  之后,中科研ACM CHINA 王晖博士介绍“人机互动”未来可能发展走向问题,实验室的一些情况。

王辉博士在发言
(王辉博士在发言)

  如果说前面几位演讲者的发言多为实例和理论的话,那么随后来自台湾的阮启民先生则从企业的角度给大家带来了全新的解决方案。阮先生是Antenn Audio公司亚洲区销售和市场主管,该公司是欧洲领先的信息导游设备提供商,所提供的产品广泛应用在世界各地的博物馆等公共场所,为游客提供便携式的信息导游设备,同时该公司也是本次活动的主要赞助商之一。阮先生演示了他们公司所提供的产品和解决方案,通过语音、视频等多通道技术手段协助用户获得所需要的资讯,尤其是给了残疾人很大的帮助,让大家真切的感受到可用性不仅停留在口头上,也可以落实到实际行动中。

Steven就数字北京信息亭(KIOSK)的建设发言
(Steven就数字北京信息亭(KIOSK)的建设发言)

  最后,作为数字北京信息亭早期的设计者和领导者,国内专业的交互设计交流平台ChinaHCI.org的创办人Steven.Liu先生为大家做了数字北京信息亭建设中涉及的易用性研究和交互设计方面的主题报告。作为该项目的负责人之一,他详细地向大家介绍了数字北京信息亭从立项、用户调研、方案评估、研发到最终实施的整个流程中贯穿始终的用户研究问题、易用性测试,人机交互方面的经验,并诚恳地指出了当前存在的若干不足之处。

  整个可用性日北京站活动翠宫饭店部分随着Steven发言的结束而进入到尾声,本次活动的举办从总体上来说是非常成功的,它既向人们传达了在设计中重视可用性的重要性,同时让人们真切了解到在我们日常生活中有着这么多的可用性问题有待我们去解决和完善。诚然,可用性问题不能仅仅停留在口头上,而是应该点点滴滴地去改进和完善,伴随着北京2008年奥运会的日益临近和我们建设和谐社会的要求,一个开放的中国需要更多人的努力去让我们的生活更加文明和进步。

  主办方与部分嘉宾合影留念
  (左->右:中科院软件所王晖博士、香港高介原创董事长Ann、ChinaHCI创始人Steven.Liu、英国UIGarden的Cristina、Seam以及Ryna)

  


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User Experience Week 2005 Washington, D.C. — August 22-25, 2005 

August 15th, 2005

User Experience Week 2005

“Of all the courses and workshops I’ve attended over the last three years, Adaptive Path’s
are the best! I want all of my colleagues to attend.”
— Esha Bhatia, The Children’s Hospital of Philadelphia

We’ll be heading to Washington, D.C. with Jesse James Garrett, Jeffrey Veen, Lane Becker, Janice Fraser, Peter Merholz, along with guest presenters Jared Spool, Marc Rettig, Nate Bolt, and others.

Agenda
Day 1, Monday, August 22nd
To attend Day 1, please register for a Full-Week Pass.
Single-Day Registration for Day 1 is sold out.
A Whole New Internet
Time Activity
9:00-9:45am Introduction to A Whole New Internet
Janice Fraser, CEO, Adaptive Path

Ten years ago, Netscape’s IPO indicated the launch of the internet into mainstream culture. The subsequent boom was followed by a harrowing bust, where companies retrenched and avoided risk. But change is in the air, as companies and individuals return to the internet’s original promise and develop products that truly improve our users’ experiences.

9:45-11:00am Introduction to Ajax/New Web Technology
Jesse James Garrett, Director of User Experience Strategy, Adaptive Path

When Jesse wrote his essay describing the suite of new web technologies he termed Ajax, we had no idea that this idea would take the internet by storm. It’s been covered by everything from CNET to the Wall Street Journal. Unfortunately, the discussion focuses on the technology. In this talk, Jesse will describe the current state of new web technologies, and their implications on design.

11:00-11:30am Break

11:30am-12:30pm Flickr Case Study
Eric Costello, Ludicorp/Yahoo!

The photo-sharing site Flickr has emerged as one of the most influential of the new breed of Web applications. Countless small-scale projects and major online offerings alike have been inspired by elements of Flickr’s design. In this case study, Flickr interface developer Eric Costello takes you inside Ludicorp’s design process to see the thinking that went into the creation of Flickr’s innovative interface.

12:30-1:30pm Lunch

1:30-2:15pm Mass Amateurization
Jeff Veen, Director of Product Design, Adaptive Path

Blogs, wikis, social software, RSS, open APIs and more are leading to placing the tools of content, and even application, generation in the hands of your users. What does the mass amateurization mean for your organization? In this session, Jeff will discuss the mass amateurization landscape, and its implications for enterprises of all sizes.

2:15-3:00pm What the Whole New Internet Means for Business
Janice Fraser, CEO, Adaptive Path

The technologies of the “whole new internet” will drastically affect how you do business – from changing the look and feel of your web presence to impacting your knowledge management solutions and intranet. Within two years, businesses who don’t adapt will be left behind. Janice will discuss how these groundbreaking and exciting new technologies should fit into your two- and five-year web development and business plans.

3:00-3:30pm Break

3:30-5:00pm Ajax Case Study
Jeff Veen, Director of Product Design, Adaptive Path

Adaptive Path has been working on a variety of projects that utilize the capabilities in the Whole New Internet. Jeff will walk through a case study of how he built a product based on these philosophies in this session.

5:30pm Cocktails at location TBD

Day 2, Tuesday, August 23rd
Content and Information Architecture
Time Activity
9:00-9:10am Introduction to Information Architecture
Peter Merholz, Director of Practice Development, Adaptive Path

9:10-9:30am The IA of Everyday Things
Jesse James Garrett, Director of User Experience Strategy, Adaptive Path

Jesse shows us the information architecture all around us – and how it can help us in our work.

9:30-10:30am Brand Driven Information Architecture
Jesse James Garrett, Director of User Experience Strategy, Adaptive Path

Jesse explains the similarities between brand positioning and information architecture, and how one benefits from the other.

10:30-11:00am Break

Content Strategy and Effectiveness
11:00am-12:30pm Content Architecture
Peter Merholz, Director of Practice Development, Adaptive Path

When your users approach you, what they are there for can be summarized in four words: “It’s the content, stupid.” A well-built structure is meaningless without good content. Sadly, content crafting and presentation never gets its due in typical user experience processes. We’ll address that by providing frameworks for thinking through the design of content for optimal understanding, use, and effectiveness.

12:30-1:30pm Lunch

1:30-3:00pm WellsFargo.com Case Study
Peter Merholz, Director of Practice Development, Adaptive Path
Melanie Arens, Senior Information Architect, Wells Fargo

In 2003, Adaptive Path performed an extensive content strategy project for WellsFargo.com, interviewing nineteen people about their content needs when researching financial products and services. The research led to a series of models, metrics, and recommendations for the website. In the ensuing two years, Wells Fargo has taken this work and rolled it into a Content Effectiveness Program. Melanie Arens from Wells Fargo will explain how the content strategy work has evolved in the organization.

3:00-3:30pm Break

3:30-4:00pm WellsFargo.com Case Study continued

Future of IA
4:00-4:30pm Algorithmic IA
Jesse James Garrett, Director of User Experience Strategy, Adaptive Path

Increasingly, we’re seeing website information architectures evolve as they adapt to the use of their users. Jesse will describe the underpinnings of such systems.

4:30-5:00pm Metadata for the Masses
Peter Merholz, Director of Practice Development, Adaptive Path

A lot of buzz has been generated on the topic of user-generated tagging and folksonomy. How can your organization take advantage of your users’ ability to tag content in a way that’s meaningful to them? We’ll discuss strategies for marrying this bottom-up approach with more standard classifications.

5:30pm Cocktails at location TBD

Day 3, Wednesday, August 24th
New User Research Methods

Time Activity
9:00-9:30am Adapting Research Methods to the Web
Lane Becker, Director of Professional Services, Adaptive Path

When people think of user research on the Web, they usually think of post-design usability testing. But there’s a lot more to it. Though usability is a tried-and-true research practice for software development, Web development differs from traditional application development, and new approaches to provide a much richer range of research about a site’s users, by taking advantage of the networked environment.

9:30-10:30am Remote User Research: National Gallery of Art
Lane Becker, Director of Professional Services, Adaptive Path
Nate Bolt, Bolt Peters

Typical usability practices are insufficient for truly understanding visitors’ experiences with networked products and services. Having users come into a lab and run through a pre-determined set of tasks might have been fine when testing software 20 years ago, but it doesn’t address the reality of context and content that are essential to the user experience today.

A new method for truly appreciating your visitors experience is remote usability. Through a form of web conferencing, you observe actual visitors to your website, “following” them around as they attempt to get things done. Since the visitor is in their natural environment (home or office), engaging in a passionate task, you get a truer impression of their experience.

In this session, we’ll be joined by Nate Bolt, who worked with us on conducting remote usability for the National Gallery of Art. We’ll walk you through the process, and make it clear how you can begin using this innovative approach the moment you return to your office.

10:30-11:00am Break

11:00am-12:30pm Princess Cruises: Research Findings
Lane Becker, Director of Professional Services, Adaptive Path
Andy Crow, Princess Cruises

Adaptive Path is known for its rigorous task analysis and mental model process, which allows deep customer insight to drive strategy and design. However, many organizations don’t often have the time or resources to engage in such deep work.

In this discussion, we’ll present a case study of a more expedient approach to analyzing customer data, and how it worked for Princess Cruises. We will also share with you a new approach for presenting research findings, the Vision Prototype. Though they look like wireframes, they’re designed to capture the essence of the research in such a way as to help people see its design implications.

The discussion will end with Andy Crow from Princess talking about how they were able to take the research and extend it throughout their organization.

12:30-1:30pm Lunch

1:30-3:00pm Jared’s Method
Jared M. Spool, User Interface Engineering

Jared Spool probably needs no introduction. The principal researcher at User Interface Engineering, Jared has been watching how people use technology for more than 15 years. Recently, he’s extended standard usability methods to capture a deeper and wider variety of interesting detail about customer’s experiences.

In this discussion, Jared will present his new approaches for uncovering user’s needs, desires, and capabilities, and he’ll talk about how to get these approaches inside your organizations.

3:00-3:30pm Break

3:30-4:15pm Field Research - Strategies for Achieving It
Peter Merholz, Director of Practice Development, Adaptive Path
Jesse James Garrett, Director of User Experience Strategy, Adaptive Path

As the products we work on become more integrated in our users’ lives, it’s increasingly important to deeply understand the contexts of use. The best way to do is with field research – going out to where your users are and observing them.

However, for many teams, field research is a distant dream. We’ll discuss strategies for selling and conducting field research.

4:15-5:00pm Documenting Research
Peter Merholz, Director of Practice Development, Adaptive Path
Lane Becker, Director of Professional Services, Adaptive Path

One of the biggest challenges we face in our research is sharing our findings and recommendations with others. How do we help them understand what we saw, and appreciate what needs to change? Peter and Lane will provide guidelines for presenting research findings so that they have the appropriate impact in your organization.

Day 4, Thursday, August 25th
Time Activity

9:00-9:30am Intro to Web 2010
We look back over the prior three days, and discuss their implications for the future. What will the Web look like? How will it be integrated with other parts of the user experience? How will technology help and hinder us?

9:30-10:30am Designing for Experience: Frameworks and Project Stories
Marc Rettig, Founder, Fit Associates

This talk is intended to show what it really looks like when a team designs and builds for human experience. Marc will share frameworks and stories from projects that took a broad view of “experience,” effecting interfaces, systems, environments, training, and communication. These stories illustrate how good research was translated into good designs, which enabled pleasant experiences for the people who use those designs. Along the way he will show actual work artifacts, taking time to suggest how they could be generalized for use by any team.

Among the projects Marc discusses are: discovering opportunities for improving experiences in the household, medical software that became both a learning aid and a communication tool, and a redesign of the entire human interface to a public library (featuring special guest Aradhana Goel of MAYA Design, a member of the library project team).

10:30-11:00am Break

11:00am-12:30pm Designing for Experience: Frameworks and Project Stories
continued

12:30-1:30pm Lunch

1:30pm Field Trip!
You can’t possibly spend an entire week sitting in a workshop. Last year’s curator-led tour was such a hit, we’re heading back for more. We’ve made arrangements for a private tour of the National Building Museum. (Museum entry is on us!)


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Micorsoft is on the cusp of a cultural change. I think the next step is design led engineering. 

July 27th, 2005

Micorsoft MSN UX Manager

微软MSN Search部门的用户体验经理de los Reyes认为:“微软始终走在技术和文化改革的风口浪尖,而且他认为下一步应该是设计和创意引导工程和开发。”

Of soufflé and software
August de los Reyes, a user experience manager for MSN search at Microsoft, once spent a month of Sundays trying to make the perfect soufflé Furstenberg—a complicated dish referenced only in a Truman Capote novel. “Just before the soufflé sets in the oven—you inject egg yolks into it. At serving time, the first cut should send yolk spilling over all the different layers,” August says. “It only worked once.”

This kind of vision and perseverance typify August’s approach to design and life. He attended chef school when he was 14, then majored in New Media Design and Creative Writing at Bennington College in Vermont, and was the youngest ever contributing associate at the Harvard Review.

In 1995, August and six other seniors from Bennington produced a CD-ROM multimedia enrollment tool that caught Apple’s eye. They asked the students to present the tool at Mac World Expo ’95 and the exposure brought many job offers. He worked on a series of technologies, from organizing a system for launching Eastman Kodak’s website in 35 countries to researching ambient intelligence at Philips in Holland. August has always thrived at the cutting edge of human-computer interaction, which is what brought him to Microsoft in February 2003. Microsoft is on the cusp of a cultural change,” August says. “I think the next step is design-led engineering.”

Today, August is the liaison between product design and marketing for MSN branding, provides creative direction for MSN branding collateral (photo shoots, CD mass-mailings, and print ads), and owns the look of My MSN and MSN Homepage portals.

He has also worked with user researchers from Windows to revolutionize the way emotion and desirability are measured. It’s no longer good enough that users complete tasks, they should also feel good about the experience—which is how August felt when he finally made that perfect soufflé.


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CHI 2005 – Spotting the Trends … 

July 26th, 2005

By Gerd Waloszek, User Productivity, SAP AG – 05/25/2005

In this report, I present a few personal notes from the CHI 2005 conference, which took place in Portland, Oregon from April 02 - 07, 2005. As this was my sixth CHI conference, I apologize for not being as enthusiastic as many of my colleagues whom I talked with about it. There is definitely a difference between whether you listen to an interesting presentation for the first or for a third or fourth time. My comments maybe somewhat biased due to my previous CHI and HCI experiences.

CHI 2005

On the other hand, I attend the CHI conferences to find out how the HCI field changes over time and whether we experience “progress” or not. Each CHI conference that I visited marked a specific point in time and helped me to spot trends and to integrate them into my personal picture – or puzzle – of our still emerging field. Apart from the pure HCI trends, there are also organizational and business trends that cannot be overlooked. Currently there are heated debates on:

    Cost-justifying usability using measures, such as ROI (return on investment) or TCO (total cost of ownership)
    Reducing costs for usability activities by outsourcing and offshoring
    The growing pace of company reorganizations and how they affect the HCI profession
    The self-image of the HCI community as a profession (science, engineering discipline, craft, art …)
    As the CHI 2005 conference reflected these topics, I will focus on them in my report.

Outsourcing and Offshoring
Certain changes go unnoticed even though you know that they are going on. One of these is outsourcing usability work. Currently, the vast majority of it is outsourced to India, followed by China, Russia, Canada, Ireland, and Mexico. Whether outsourcing pays off, is still an open question. A cost factor of nine for outsourcing has been claimed: You can hire three people at a third of the cost offshore. Other sources claim that the economical gain is only marginal – and will become increasingly less attractive in the future because the problems can be immense and the wages are rising “offshore.” Thus, often it is more important to be close to relevant markets than saving money by outsourcing.

The panelists (center: Jon Innes, SAP Labs, Palo Alto)
The panelists (center: Jon Innes, SAP Labs, Palo Alto)

Companies, such as Human Factors International (HFI) or Computer Associates (CA) have been successfully practicing offshoring usability work for years already. But to be successful, you need a deep understanding of the cultural differences and of which tasks can be easily outsourced and which cannot. Typically, routine tasks can be outsourced while more open-ended or conceptual tasks cannot.

Is ROI an Effective Approach for Persuading Decision-Makers of the Value of User-Centered Design?

To me, this panel looked a bit like a put-up affair: Three of the four panelists seemed to agree in beforehand that ROI (return on investment) should be dismissed as a valid measure. Solely Dennis Wixon from Microsoft’s game division put forth the ROI case. Actually, he put forth the case of his RITE (rapid interactive and evaluative testing) method. His contribution would have been better called “RITE – A Commercial,” instead of “Strategic ROI – A Commercial.”

The Panelists (left: Dan Rosenberg, SAP AG)
The Panelists (left: Dan Rosenberg, SAP AG)

While IBM’s Jennifer Lai, who stood in for Clare-Marie Karat, claimed that she never had to justify user-centered design using ROI statements, David Siegel characterized ROI as a tactical measure that undermines risky business decisions, such as introducing new technologies or moving into new business sectors. He contrasted it with strategic thinking, which has a long-range focus and treats risk as inherent. In his opinion, ROI can be potentially self-destructive for the whole HCI profession because of its shortsightedness.

SAP’s Dan Rosenberg repeated his story of the myths that ROI is based on and offered TCO (total cost of ownership) as an alternative measure – among others, because he, too, regards TCO as strategic. TCO was introduced by the Gartner group. It recalls the “ecological point balance,” and is plagued in my opinion with a bunch of problems of its own. For example, if you look at a TCO model it is hard to find the places, where usability comes in – which may lead some people (such as managers) to conclude that it isn’t important at all. And with both, ROI and TCO, you are never sure whether you can really attribute certain outcomes to certain actions, such as the effort invested in a user-centered design process.

Corporate Re-Orgs: Poison or Catalyst to HCI?

I do not believe that this panel really answered the question “Poison or Catalyst to HCI?” Instead, we got more personal (typical American?) recommendations, such as: Do a good job, be flexible, and so on. Re-orgs come from “heaven” (that is, from the board) and you had better adapt to them and try to make the best of it for yourself in order to survive. Kelly Brown from eBay at least hinted at the fact that there might be a contradiction between business (or company) and professional goals. Years ago, Don Norman proclaimed that usability people need to “infiltrate” the management in order to support their profession. I would like to add: this is probably the most promising way to ensure re-orgs, which are catalysts for HCI.

The panelists
The panelists

The Great Debate: Can Usability Scale Up?

What can you expect from such a debate? I did not know Eric Shaffer from HFI but I have known Jared Spool since 1998. So, I expected some sort of “show event” – and, to a certain degree, it was. I learned that Jared Spool can cite wrong numbers, be accused of this by someone from the audience, but in the end nobody cares. Somehow, this is symptomatic of the current state of the profession because it touches on the question of what type of discipline usability is: user interface design, user experience, or whatever label you put on it? In my article “User Interface Design – Is it a Science, an Art, or a Craft?”, I came up with the conclusion that it’s a craft, and this is what Jared in the end also was trying to make clear. So, even despite the shakiness of Jared’s arguments, I am basically “with him.”

Eric Shaffer (left) and Jared Spool (right)
The debaters: Eric Shaffer (left) and Jared Spool (right)

As a physicist who moved into the realms of psychology, I had to recognize that there is a difference between “hard” and “soft” sciences. So, I am always skeptical whenever someone tries to make us believe that UI methodology can lead to predictable, reliable results (in the end expressed in numbers, such as ROI or TCO). As evidence, Jared cited Rolf Molich’s CUE4 investigation, in which Molich showed that contrary to the Nielsen-Landauer “law,” the more errors were found in the user interface, the more teams tested it. And more disturbingly: There was little overlap between the results of the different teams.

According to Jared, “craft is based on the skills of individuals, while engineering tries to achieve repeatable results independent of the engineer’s talents.” I also agree with his statement: “Evidence suggests that usability practice is more craft than engineering, but we sell it as an engineering practice.” Eric Shaffer and others do this selling and make good money with it. But in my opinion, we are still in the “age of the gurus.” People, such as Karen Holtzblatt, Alan Cooper, Jakob Nielsen, or Bruce Tognazzini – and I would also add Jared Spool to this list – support my hypothesis by declaring that solely their own approach is the right one (in science, there is – I know I am generalizing a bit – only approach, the scientific). At least, I am in line with Eric Shaffer when he sees the importance of gurus diminishing in the future.

A tough question for the debaters ...
A tough question for the debaters …

Let me conclude this section with three of Jared Spool’s introductory statements:

    High investment in user-centered design doesn’t result in more usable designs
    In fact, it usually results in less usable design
    Usability practice doesn’t scale up (Eric believes that it is ready to scale up right now)

Generally, I agree with him. But the correct conclusion is not to not invest in user-centered design (UCD) or only halfheartedly. In my opinion, Jared just described the current state of affairs, which reflects an insufficient integration of UCD into the development process as well as most software companies’ general view of what is important and what is not.

Looking Forward by Looking Back: Early Gestural Interfaces for Live Electronic Music Composing and Performance

The closing plenary was introduced by a minute’s silence in commemoration of Jef Raskin, the “father” of the Macintosh user interface, who passed away in February.

Michel Waisvisz demonstrates one of his musical instruments
Michel Waisvisz demonstrates one of his musical instruments

The main act was a presentation by Michel Michel Waisvisz, who reported the history of his self-built electronic music instruments, which are commanded by gestures and buttons. And, of course, he demonstrated some of them. Waisvisz’ musical installations can also be used in group settings, or even distributed over different locations.

So, what is the point of such a presentation at an HCI conference – apart from its entertainment value? After having reviewed a couple of books on design, especially on the relationship between technology and user experience, my answer would be the following: Designers and artists highlight the fact that human experience is not a “prefabricated” thing that you can design into something by using certain techniques – as some UI companies and experts claim. Instead, they claim that people are creative and use their creativity to make up their own, open-ended experiences. It is the open-endedness of human-experience that the designers strive to remind the HCI community of again and again – an idea that they feel seems to have been forgotten by this community.

References
Outsourcing

Augmentum (Wayne Hom)
Cognizant (Pradeep Henry)
Computer Associates (Roman Longoria)
SAP Labs, Palo Alto (Jon Innes)
Snap Design (Liam Friedland)

ROI

Wixon, D. (2005). Is ROI an Effective Approach for Persuading Decisionmakers on the Value of User-Centered Design? Panel Discussion at Conference on Human Factors in Computing Systems (CHI 2005).
Download Slides (2.6 MB)
Games User Research at Microsoft Game Studios: www.mgsuserresearch.com
Daniel Rosenberg, Seven myths of usability ROI: www.baychi.org/calendar/20031014

Debate

User Interface Engineering (Company of Jared Spool)
Human Factors International (HFI) (Company of Eric Shaffer)
Aaron Marcus and Associates (Company of Aaron Marcus)
User Interface Design - Is it a Science, an Art, or a Craft? (SAP Design Guild)

Closing Plenary

Crackle.org: www.crackle.org/index.php
Bio Michel Waisvisz: http://www.crackle.org/whoami.php

All photos by Gerd Waloszek (taken with Minolta Dimage A200).


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Seven Myths of Usability ROI 

July 26th, 2005

Daniel Rosenberg, Oracle
Meeting report by Nerija Sinkeviciute-Titus ntitus@baychi.org

Daniel Rosenberg began his talk by confessing that he doesn’t believe in usability Return on Investment (ROI). Having spent 30 years in the field of User Experience (UE), and never having been asked to justify usability by its ROI, Rosenberg raises a question: Why are we still discussing this topic?

A Google search for “usability ROI” brought up a limited set of original studies (there were many more cross-citations than articles) which are, in Daniel’s words, “all crap!” Specifically, most are ambiguous, with incomplete data and without related business variables. Daniel did blame some of these shortcomings on lawyers, who often stand in the way of publishing the data in full. (”Lawyers are like beavers. They try to get into the mainstream of progress and dam things up.”)

Rosenberg expressed his opinion that the current ROI models are inadequate and “it is only fair that no CEO would believe them.” Conventional usability ROI theory becomes hard to prove when the data is unreliable, so it’s not clear whether good usability increases sales, market share, customer satisfaction, and profitability. And it is not obvious that poor usability leads to higher training costs, higher support costs, and longer schedules.

Rosenberg concluded that the limited case studies perpetuate a set of myths about usability ROI and went on to present them in a very lively and controversial manner.

Myth #1: Generalization is Valid

He read a citation from Tom Landauer’s book The Trouble with Computers: “Without User Centered Design, a user interface typically has around 40 flaws that can slow users and lead to errors.” Rosenberg pointed out that this statement leaves too much information out. We don’t know whether Landauer is talking about hardware or software, and it isn’t clear whether it is a web storefront, a packaged application, or an internal IT project. Rosenberg laughed and admitted that he would be happy if a product only had 40 usability problems! This kind of statement “doesn’t cut it with executive-class business leaders,” he said.

Myth #2: Calculation of ROI from the Producer Perspective

“Research by Gartner Group … reveals that in corporate practice, the average annual bill for supporting a single PC is $13,000″ (Gibbs, Taking Computers to Task, Scientific American, 1997). According to Rosenberg, it’s a mistake to calculate cost for the producer rather than for the consumer, because it is a fallacy that the producer bears the cost. The company cares about shipping the product fast and gaining market share, but it could care less about reducing the cost for the consumer. Moreover, extra support cost is someone else’s revenue or employment opportunity!

Myth #3: You Can Ignore the Other Factors

“Revenues for one DEC product that was developed using UCD techniques increased 80% for the new version … and usability was cited as the second most significant improvement” (Wixon & Jones, Usability for Fun and Profit, 1995). Rosenberg immediately raises questions: What was the number-one reason? Doubling the size of the sales force? Increasing their commission? Reducing the price of the product 75%? Rosenberg is certain that these kinds of assertions diminish the credibility of the person making them, making it more difficult to get funding.

Myth #4: Analog Comparisons are Not Required

“Cost of bad web design: Loss of approximately 50% of potential sales from the site as people can’t find stuff.” (Jakob Nielsen, Alert Box, 1998, cited by Forrester).

Rosenberg gets agitated here and stresses that we shouldn’t expect a consumer to buy a product on-line 50% of the time. Do you buy something in 50% of the brick and mortar stores you go into when shopping? Can you find a part at Home Depot 50% of the time? People often don’t know what they are looking for. His criticism here is the absence of analog benchmarks in the literature.

Myth #5: All Usability Dollars are Spent Effectively

Rosenberg admits he thinks this is a joke, because he believes that as a profession we are not that effective in communicating our value and delivering value to the corporation or as consultants. Anecdotal evidence would also suggest that we are not as effective commercially as, say, marketing professionals.

Myth #6: Executives will Believe Voodoo Economics

“There are one billion users on the internet, and half of them could come to your site. If the average cost of an abandoned shopping cart is $20, you will lose $10 billion a year in sales of your designer pet food.” (Rosenberg, 2003, Parody of J. Nielsen).

Statements like these will get you coverage in Newsweek and may then be cited as fact by Gartner and Forrester Research groups, jokes Rosenberg. But executives know better, and they won’t fall for this.

Myth #7: UE Resources will Reduce the Software Schedule

“With a $13,000 investment in UE, overall project costs are reduced by $8,000, and total time on the project is reduced by four weeks” (Friedland and Innes, UPA workshop, 2003). Rosenberg pointed out that in 30 years, he had never seen a product ship on time.

After finishing his seven myths of Usability ROI, Rosenberg tried to be a little more positive. He presented three “laws of gravity” affecting usability ROI.

It is cheaper to fix problems early in the design process.
Automation reduces complexity faster and in larger increments than UI design. For example, after home networks got automated (DHCP), the average person can set it up now.
Globalization reduces labor costs. Things that were expensive are now much cheaper. Most of the complex work can be done in India or other places like that. Most of the calculations for the case studies were done in the U.S. several years ago, and are not accurate anymore.
Finally, Rosenberg offered to look for a more strategic approach and to replace the myths by defining usability value by contribution to the customer’s success—Total Cost of Ownership (TCO)—not the producer’s ROI. That is, we should calculate what it costs for the client to be successful.

Rosenberg doesn’t suggest looking at the sales numbers, because they can’t correlate with a single factor like usability. A useful measure is win/loss data as well as Common Industry Format (CIF) data for the sales cycle. As an example, Oracle releases all the bug data to the customer. Customers get a chance to look at the usability reports and can suggest tasks that the UE team didn’t test, adding value to the customer. Another resource is company’s customer support team, which has their own usability methods and metrics.

He stressed again that in the business product ecosystem, usability is just one variable. There has to be good product design (features, performance, cost, reliability, and usability) as well as good execution (manufacturing, distribution, sales, and marketing) to produce enough profit to stay in business by gaining successful customers who can pay you.

Rosenberg concluded with his practical rule of the relevance of software product ROI (not just usability ROI): 10% of the world’s software generates 90% of the software industry revenue. Therefore, if your product is not in that 10%, there is no return!

Original Announcement

The debate and discussion on methods to calculate a return on investment (ROI) for usability work has persisted for over fifteen years. In addition, the upswing in popularity of the internet, in conjunction with the sustained downturn in the economy, has increased the focus many user experience professionals have on providing a cost justification of their work. Many practitioners, it appears, must constantly defend their value in the development process just to retain their employment or client base.

However, a review of the current literature and approach to usability ROI indicates several flaws which, in the opinion of the speaker, work to the detriment of the profession. The current approach is based on a set of myths, perpetuated within the user experience community, that any CEO or business executive would plainly see through. These myths have led to an ineffective, tactical approach to quantifying the value that user experience professionals bring to the design process.

This talk is intended to debunk these myths and suggest a more strategic approach that has proved effective at a number of leading high-tech companies in the valley.

————
Daniel Rosenberg is vice president of development for usability and interface design at Oracle Corporation. He is responsible for the UI design of Oracle Server, Tools, and Applications product lines. His 65-person usability and interface design group at Oracle is also responsible for the development of the Oracle UI standards for Java and HTML, as well as applied UI research on advanced user interfaces.

Prior to joining Oracle, Daniel was the user interface architect for Borland International, and earlier he held the same role at Ashton-Tate. His book with William Cushman, Human Factors in Product Design (ISBN 0444890319, Elsevier, 1991), was the first to formally address the ergonomics of consumer products. His many publications include chapters in the Handbook of Human Computer Interaction (ISBN 0444886737, Elsevier, 1988) and Usability in Practice: How Companies Develop User-Friendly Products (ISBN 0127512500, Academic Press, 1994) as well as numerous journal and magazine articles.

Daniel has been an active member of the CHI community for 25 years, having taught several CHI tutorials, participated in panels and workshops, and reviewed papers. He was also one of the founding editors of ACM’s NetWorker magazine.


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How to write a good UI Guideline?如何撰写优秀的界面规范和风格指南. 

July 19th, 2005

window.document.getElementById(’post-50′).parentNode.className += ‘ adhesive_post’;

UI Standard

这仿佛是个“老生常谈”的话题,因为在此之前有许多流传于网络上面的所谓“界面规范”和“指南”出现,从业者们也就争相的仿造、回收利用并且“拿来主义”之,这虽未能不是好事,但是确有些流于形式了,因为界面规范虽然描述了一些界面的规格和样式,但是从实质上讲这仅仅是个最终试验室里的数据和结果,就好比是毕业论文,论来论去,无非是要说明些什么,难免有些官话,甚至是形式主义…

经常有朋友和从业者会询问我关于界面规范如何撰写的问题,这个问题也让我比较苦恼。这个问题的确不好回答,不是因为有多么困难,而是我担心由于应用的目的不同误导了如此热情的朋友,问题是分几个层面的。那么就姑且把前提说清楚让大家选择了:一是,看您的目的,如果你流于形式和应付上司,那么我会送給你一份我们的标准模版,您去套用就好了;二是,如果您真的愿意投身于产品的改善和精品化进程,并且得到了上司和管理层的支持,那么就请让我们帮您全权作这样的事情吧!因为这样可以最大限度的减少您的风险和以最快的速度实施,事实上,我们也的确为企业作过为数不少这样的UI Standard,我个人也曾经带领Team完成过多个这样的任务和使命,比如说“数字北京”的Kiosk UI Standard等等…依我看来,这更像是作研究和研讨,目标的用户调研是不可缺少的,包括分析场景和建立角色等等云云。同时这又是一个极其艰难和复杂的过程(每次都要经历半年之久甚至更长的世间)而且其行业性质趋向严重且通用性不强,最后得出的结论是:National (通用)的UI Standard是要不得的!如果仅仅是流于形式去借鉴Microsoft、IBM以及Apple的什么东西去作什么狗屁UI Standard 或者Guideline,最后只能是牵强附会而介入“进退两难”的尴尬境地-简单说来,就是无法实施下去。

如此说来,就有人会说这个“要点”便不好“拿捏”的准了。的确,我们讲所谓劳动密集型而强度高的工作风险也是蛮大的,经验决定了一个项目的成败好坏和一个产品是否完美与畅销。在如今这个信息化社会,信息的传递速度带动和提高了人们的品味,对日用产品和工作环境的品质要求苛刻起来,上升到理论层面也就是对产品的易用性和使用界面要求的提高,虽然人们未必说得出真正的易用性和界面问题,但是使用体验会告诉他们你的产品究竟如何… (未完待续)

下篇预告:回忆Dr. Eric Schaffer对于UI Standard和易用性的理解。


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Longhorn 5203 Screenshots 

July 13th, 2005

longhorn screenshots original size

据传微软将会在今年年底发布Longhorn Beta. 随着近日微软对外发布了对Longhorn 5203进行测试的邀请函, 这个Bill Gates百炒不厌的话题又变得热了起来. 一时间网络Longhorn 5203的截图铺天盖地的卷了过来. 下面, 我们也来”俗气”一把, 欣赏一把, 学习一把.

在用过Longhorn后, 大多数的人都会感觉很”清凉”. 的确, Longhorn中, 微软把所有的窗口都处理成了半透明, 就像夏天街头的MM一样, 若隐若现的性感.
Transparent Titlebar

Explorer窗口也是这么的性感. 这种性感并不是微软天生就有的, 是从很时尚的Max OSX甚至Linux某些发行版那儿学来的. 值得庆幸的是, Windows还太老, 还能扮成小姑娘的样子再出来混事.
longhorn screenshots002

一个开源的Firefox就能逼着微软重新把IE组召集起来, IE 7能不能再取得用户的信任?
IE7

多Tab浏览, 已经不是新鲜的功能了.
Multi-tab View

把Windows XP里面所有文字的部分全部都更换为图形, 该用的动画都用上, 什么渐现啊, 滑动啊, 缩放啊. Right, that’s Longhorn…
My Computer

MS的招牌, Start Menu.
Start menu

Media player 10. Faint, 早就用上了…
MM 10

原始图片请从这儿下载


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取代Skype? Another VoIP Phone software - Gizmo Expert Review. 

July 12th, 2005

Gizmo VoIP Phone

Usability Review Coming Soon…


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