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Integrating User
Interface Design
  Specifications
     Keith Instone @keithinstone

Internet User Experience, July 19, 2012
      http://iueconference.com/
           Hashtag: #iue12

     http://instone.org/iue-integui

                   1
                                          1
Jason Blackwell




       2
                  2
Why follow design standards?
 “A short, silly, amateur, and hopefully fun video on how following
 your company's web design standards might be useful to you.
 A nod to all the (better and more professional) whiteboard videos
 that have gone before, and another nod to anyone who has found
 themselves defending standards.”




http://www.youtube.com/watch?v=24uuzIaZlfM
                                 3
                                                                      3
Discussion: The video
•   Design standards are a set of rules, guidelines and examples
    that specify the appearance of a user interface
    •   Code guidance, Pattern Library
    •   People who create & maintain the standards
    •   Restrictive, Lots to learn, Too much work
•   Consistency helps users
•   It will save YOU pain
•   It will save you time & money
•   Upgrades are easier


                               4
                                                                   4
My agenda
               (subject to change)
•   Flash back to 2006, “challenges ahead”
•   Actual changes
    •   Types of UI specs
    •   Governance
    •   Broadening scope & integration
    •   Business case & redesign
•   Initial free-lance experience

                            5
                                             5
Who cares? Why care?

• Speed up the design process
• Create more consistent experiences
• Save your company money
• Still leave room for innovation

                    6
                                       6
http://instone.org/iue2006-ibm
               7
                                 7
2006 Agenda
Design evolution of ibm.com
 –Focus on “recent” “One Experience”
  redesign
Role of standards in the evolution
 –Standards site
 –Relationship with other standards
 –Business as usual
 –Evolution from text to tools to embedded
                     8
                                             8
9
    9
2006: Challenges ahead
Embedded standards, not published
 standards
 –Centralized projects to save money and improve
  the UX
Adaptive experience
 –The Holy grail of a fully integrated web site
Modular user interface (& functionality) design
 –From page design to “portlet” design
 –Reused in many contexts
Web 2.0
 –Standards and guidelines for syndicated content,
  blogs, wikis, Ajax, etc.

                       10
                                                     10
Evolutionary view
                                                                     Bumper sticker from zazzle.com




                Some orgs                                Future
Hostility and/or cluelessness                            Integrated across all touch points (products, web, ...)


                  Freelance 2012              IBM Web 2012
            Something written down            Collaboration platform
           No process to manage, yet          Interaction design
                                              Across (a few) devices & platforms

                                 IBM.com 2006
                        Published UI standards (web site)
                      Policies to enforce, process to manage
                      People devoted to develop & maintain

                                                    11
                                                                                                                   11
2006-2012:
UIs are a lot more complicated
            • Web grew up beyond hypertext:
              interaction design matters (&
                   touch)
                   •   Desktop flashbacks
               •   Harder to explain UI with text &
                   static images
                   •   Prototypes
               •   Device (re) explosion
                   •   Smart phones, tablets, ...

                       12
                                                      12
2006-2012:
UI elements are harder to describe




                      Accordion? Show/hide?
                      Twisties? Disclosure Triangles? Chevrons?
                 13
                                                                  13
2006-2012:
UI elements are harder to describe




 Carousel? What are the names of all of the pieces?
                         14
                                                      14
2006-2012:
UI specs are harder to organize
Element #345

1.Visual design
2. Interaction design                        •   Do you separate the interaction design of
3. Information architecture                      an element from the visual design?
                                                 •
4. Device details
a. Web browser                                            Probably not, you add “how it behaves”
b. Smart phone
c. Tablets                                                to “how it looks”
d. Desktop

5. Implementation
6. Branding
                                             •   Do you write separate specs for each
7. Accessibility                                 device/platform (web, desktop, smart
8. Misc
                                                 phone, tablet, ...)?
Interaction Design        Mobile                 •        Probably, if “mobile” is a separate project
   Element #345               Element #345   •   Do you write separate accessibility,
                                                 branding, implementation, etc. specs?
Implementation            Accessibility
                                                 •        Probably, unless you are a glutton for
   Element #345               Element #345                punishment


                                                     15
                                                                                                        15
2006-2012:
        Governance: From Compliance to
                Collaboration
•   Older (IBM) model: Compliance
    •    Central team, Devoted resources, Rules
•   Newer (IBM) model: Collaboration
    •    Merged with UX design team, Tools > Rules (looser), DIY if engaged with
         community
    •    Collaboration platform = Wikis, Discussions, Content management,Voting,
         Workflow (from draft to accepted/rejected to standard)
•   Why change?
    •    Lay-offs, Technology, Business “innovation”
•   Challenges
    •    Culture (“tell me what to do” vs. “whatever I want to do anyway”), Trust &
         control, Financial, Priorities



                                        16
                                                                                      16
2006-2012:
        Broadening of scope (step 1)
   Element            InTRAnet              InTERnet                  Combined


                  •Optional             •Required                •Optional
                  •3 levels             •2 levels                •3 levels
Left navigation   •Related links        •Related links           •Related links
                  •Highlighted page     •Highlighted page        •Highlighted page
                  •Older CSS            •“Up” link               •“Up” link
                                        •Newer CSS               •Newer CSS

                  •Top of content       •Top of content          •Top of content
Breadcrumbs       • “>” hard coded      • <LI> with CSS          • <LI> with CSS
                  •Optional             •Optional                •Optional


   Footer         •Does not exist       •Footer bar              •Rich footer (service)
                                        •Service to update bar   •Footer bar, service

      ...



                                           17
                                                                                          17
18
     18
2006-2012:
        Broadening of scope (step 2)
   Element        “Web (pages)”     “Software products”            Integrated


                                    •Simple (web page        •Merge web page types
Left navigation   •Web page type
                                    type)                    •Describe other types
                                    •Explorer/desktop type   •Describe when to use
                                    •Special case types      each type




Breadcrumbs       •Web page type    •Web page type           •Merge into a single type
                                    •Path type


                                                             •Merge web page types
   Footer         •Web page type    •Web page type           •Describe application type
                                    •Application type        •Describe when to use
                                                             each type

      ...


                                         19
                                                                                          19
2011:
Business case: UI specs as part of a
             Redesign
•   “Happy Birthday, IBM, let’s do a Redesign to celebrate”
    •   Intranet: way overdue
    •   Internet: maybe needed, maybe not
•   UI integration already underway, so tag along
    •   Design & code once, re-use [Time, money, Consistency]
    •   Best of intranet, internet, add new things [Innovation]
    •   Build a common technical infrastructure [Strategic]
    •   Single team to manage both [Money]
•   Ahead of the game for total IBM integration


                                20
                                                                  20
2012 Freelance

        “Global Information Architecture
                   Guidelines”
•   General principles                        •     Page Layouts

    •   Simplicity & consistency              •     Masthead

    •   Brand guidelines                      •     Navigation

    •   Look and feel                         •     Body content

    •   Technology                            •     Content modules

    •   Copywriting                                 •   Tabs

    •   Social media                                •   Tables

    •   Mobile                                      •   Forms

    •   ...                                         •   ...

                                              •     Examples




                                         21
                                                                      21
2012 Freelance
Working by brand/site (vs. by template, widget, ...)




                           22
                                                       22
Recap, Discussion
                                                                     Bumper sticker from zazzle.com




                Some orgs                                Future
Hostility and/or cluelessness                            Integrated across all touch points (products, web, ...)


                  Freelance 2012              IBM Web 2012
            Something written down            Collaboration platform
           No process to manage, yet          Interaction design
                                              Across (a few) devices & platforms

                                 IBM.com 2006
                        Published UI standards (web site)
                      Policies to enforce, process to manage
                      People devoted to develop & maintain

                                                    23
                                                                                                                   23
Notes, questions from the
          presentation
•   Style guides (just how it looks) vs. code
    libraries
•   W3C/technical standards + UI standards
•   Maturity: most were 1/2 step between
    Freelance 2012 & IBM 2006
•   Device UI standards (like iOS)
•   Many more good questions and comments, but I
    cannot remember them all!

                         24
                                                   24
Tweets, edited (by @crfarnum)
•   Design standards not equal to patterns
•   Great video about the value of design standards: http://m.youtube.com/
    watch?v=24uuzIaZlfM
•   Start high level, like color palette, high level page templates, later widgets
    and components.
•   Should go hand in hand with code standards.
•   Important success factor- how you share them.Via a site? If so it had
    better have a good IA.
•   In Keith's practice in '06, 3 people were dedicated to maintaining the
    design standards and site(!!!)
•   Governance- important to define how it works. Compliance ->
    Collaboration


                                      25
                                                                                     25
Thanks!

@keithinstone
http://instone.org/iue-integui
keith2012@instone.org
to continue the discussion



                     26
                                 26

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IUE Integrating UI Design Specs

  • 1. Integrating User Interface Design Specifications Keith Instone @keithinstone Internet User Experience, July 19, 2012 http://iueconference.com/ Hashtag: #iue12 http://instone.org/iue-integui 1 1
  • 3. Why follow design standards? “A short, silly, amateur, and hopefully fun video on how following your company's web design standards might be useful to you. A nod to all the (better and more professional) whiteboard videos that have gone before, and another nod to anyone who has found themselves defending standards.” http://www.youtube.com/watch?v=24uuzIaZlfM 3 3
  • 4. Discussion: The video • Design standards are a set of rules, guidelines and examples that specify the appearance of a user interface • Code guidance, Pattern Library • People who create & maintain the standards • Restrictive, Lots to learn, Too much work • Consistency helps users • It will save YOU pain • It will save you time & money • Upgrades are easier 4 4
  • 5. My agenda (subject to change) • Flash back to 2006, “challenges ahead” • Actual changes • Types of UI specs • Governance • Broadening scope & integration • Business case & redesign • Initial free-lance experience 5 5
  • 6. Who cares? Why care? • Speed up the design process • Create more consistent experiences • Save your company money • Still leave room for innovation 6 6
  • 8. 2006 Agenda Design evolution of ibm.com –Focus on “recent” “One Experience” redesign Role of standards in the evolution –Standards site –Relationship with other standards –Business as usual –Evolution from text to tools to embedded 8 8
  • 9. 9 9
  • 10. 2006: Challenges ahead Embedded standards, not published standards –Centralized projects to save money and improve the UX Adaptive experience –The Holy grail of a fully integrated web site Modular user interface (& functionality) design –From page design to “portlet” design –Reused in many contexts Web 2.0 –Standards and guidelines for syndicated content, blogs, wikis, Ajax, etc. 10 10
  • 11. Evolutionary view Bumper sticker from zazzle.com Some orgs Future Hostility and/or cluelessness Integrated across all touch points (products, web, ...) Freelance 2012 IBM Web 2012 Something written down Collaboration platform No process to manage, yet Interaction design Across (a few) devices & platforms IBM.com 2006 Published UI standards (web site) Policies to enforce, process to manage People devoted to develop & maintain 11 11
  • 12. 2006-2012: UIs are a lot more complicated • Web grew up beyond hypertext: interaction design matters (& touch) • Desktop flashbacks • Harder to explain UI with text & static images • Prototypes • Device (re) explosion • Smart phones, tablets, ... 12 12
  • 13. 2006-2012: UI elements are harder to describe Accordion? Show/hide? Twisties? Disclosure Triangles? Chevrons? 13 13
  • 14. 2006-2012: UI elements are harder to describe Carousel? What are the names of all of the pieces? 14 14
  • 15. 2006-2012: UI specs are harder to organize Element #345 1.Visual design 2. Interaction design • Do you separate the interaction design of 3. Information architecture an element from the visual design? • 4. Device details a. Web browser Probably not, you add “how it behaves” b. Smart phone c. Tablets to “how it looks” d. Desktop 5. Implementation 6. Branding • Do you write separate specs for each 7. Accessibility device/platform (web, desktop, smart 8. Misc phone, tablet, ...)? Interaction Design Mobile • Probably, if “mobile” is a separate project Element #345 Element #345 • Do you write separate accessibility, branding, implementation, etc. specs? Implementation Accessibility • Probably, unless you are a glutton for Element #345 Element #345 punishment 15 15
  • 16. 2006-2012: Governance: From Compliance to Collaboration • Older (IBM) model: Compliance • Central team, Devoted resources, Rules • Newer (IBM) model: Collaboration • Merged with UX design team, Tools > Rules (looser), DIY if engaged with community • Collaboration platform = Wikis, Discussions, Content management,Voting, Workflow (from draft to accepted/rejected to standard) • Why change? • Lay-offs, Technology, Business “innovation” • Challenges • Culture (“tell me what to do” vs. “whatever I want to do anyway”), Trust & control, Financial, Priorities 16 16
  • 17. 2006-2012: Broadening of scope (step 1) Element InTRAnet InTERnet Combined •Optional •Required •Optional •3 levels •2 levels •3 levels Left navigation •Related links •Related links •Related links •Highlighted page •Highlighted page •Highlighted page •Older CSS •“Up” link •“Up” link •Newer CSS •Newer CSS •Top of content •Top of content •Top of content Breadcrumbs • “>” hard coded • <LI> with CSS • <LI> with CSS •Optional •Optional •Optional Footer •Does not exist •Footer bar •Rich footer (service) •Service to update bar •Footer bar, service ... 17 17
  • 18. 18 18
  • 19. 2006-2012: Broadening of scope (step 2) Element “Web (pages)” “Software products” Integrated •Simple (web page •Merge web page types Left navigation •Web page type type) •Describe other types •Explorer/desktop type •Describe when to use •Special case types each type Breadcrumbs •Web page type •Web page type •Merge into a single type •Path type •Merge web page types Footer •Web page type •Web page type •Describe application type •Application type •Describe when to use each type ... 19 19
  • 20. 2011: Business case: UI specs as part of a Redesign • “Happy Birthday, IBM, let’s do a Redesign to celebrate” • Intranet: way overdue • Internet: maybe needed, maybe not • UI integration already underway, so tag along • Design & code once, re-use [Time, money, Consistency] • Best of intranet, internet, add new things [Innovation] • Build a common technical infrastructure [Strategic] • Single team to manage both [Money] • Ahead of the game for total IBM integration 20 20
  • 21. 2012 Freelance “Global Information Architecture Guidelines” • General principles • Page Layouts • Simplicity & consistency • Masthead • Brand guidelines • Navigation • Look and feel • Body content • Technology • Content modules • Copywriting • Tabs • Social media • Tables • Mobile • Forms • ... • ... • Examples 21 21
  • 22. 2012 Freelance Working by brand/site (vs. by template, widget, ...) 22 22
  • 23. Recap, Discussion Bumper sticker from zazzle.com Some orgs Future Hostility and/or cluelessness Integrated across all touch points (products, web, ...) Freelance 2012 IBM Web 2012 Something written down Collaboration platform No process to manage, yet Interaction design Across (a few) devices & platforms IBM.com 2006 Published UI standards (web site) Policies to enforce, process to manage People devoted to develop & maintain 23 23
  • 24. Notes, questions from the presentation • Style guides (just how it looks) vs. code libraries • W3C/technical standards + UI standards • Maturity: most were 1/2 step between Freelance 2012 & IBM 2006 • Device UI standards (like iOS) • Many more good questions and comments, but I cannot remember them all! 24 24
  • 25. Tweets, edited (by @crfarnum) • Design standards not equal to patterns • Great video about the value of design standards: http://m.youtube.com/ watch?v=24uuzIaZlfM • Start high level, like color palette, high level page templates, later widgets and components. • Should go hand in hand with code standards. • Important success factor- how you share them.Via a site? If so it had better have a good IA. • In Keith's practice in '06, 3 people were dedicated to maintaining the design standards and site(!!!) • Governance- important to define how it works. Compliance -> Collaboration 25 25