Designing for Collaboration

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Slide deck from my talk at the UX Eye Meetup on February 17th, 2015 in San Francisco. Covers some common collaboration features in web products as well as heuristics for evaluation of collaborative software.

Design

What we’ll cover
• Overview of collaboration
• Common heuristics for collaborative software
• Apply heuristics to modern tools
• An exercise at the end

Two or more people bringing a unique perspective
to a problem, reaching consensus, and creating an
artifact that is greater than the sum of its parts.
1+1=3

• Collaboration around sales cycle
• Automatic sharing of emails to collaborators
• Smart features like “Follow-ups”

• Analytics platform for data teams
• Analysts work in SQL, create re-usable reports
• Built in visualizations as well as support for D3 & others

Is collaboration synchronous
or asynchronous?

What phase of collaboration
do you support?

Connection
Identiﬁcation
Ownership
Transmission
Notiﬁcation
Election
Synchronization
Common Ground
Preservation
Who & What When & How Why
8 Heuristics for Collaboration

Connection
Identiﬁcation
Ownership
Transmission
Notiﬁcation
Election
Synchronization
Common Ground
Preservation
Who & What When & How Why

Ownership
Identiﬁcation
Common Ground
Preservation

Pitfalls
• Too many sources of truth
• Adoption

References
Heuristics adapted from:
http://web.mit.edu/aeroastro/labs/halab/pdfs/MITRE-Kirigin-
Heuristic_Evaluation_Techniques_for_Collaborative_Software.pdf

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Designing for Collaboration

1. with Blake Reary Designing for Collaboration

2. About Me @blakereary

3. What we’ll cover • Overview of collaboration • Common heuristics for collaborative software • Apply heuristics to modern tools • An exercise at the end

4. What is Collaboration?

5. Two or more people bringing a unique perspective to a problem, reaching consensus, and creating an artifact that is greater than the sum of its parts. 1+1=3

6. Collaboration IRL

10.

11. Many Elements of Collaboration

12. Products

13. • Collaboration around sales cycle • Automatic sharing of emails to collaborators • Smart features like “Follow-ups”

14. • Analytics platform for data teams • Analysts work in SQL, create re-usable reports • Built in visualizations as well as support for D3 & others

15. Some Questions

16. What is the goal of the collaboration?

17. Is collaboration synchronous or asynchronous?

18. What phase of collaboration do you support?

19. 8 Heuristics

20. Connection Identiﬁcation Ownership Transmission Notiﬁcation Election Synchronization Common Ground Preservation Who & What When & How Why 8 Heuristics for Collaboration