Fundamentals of Exceptional Interface Design

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Exceptional user interfaces are those that solve the right problem, are easy to learn, and pleasurable and efficient to use. Meeting these goals requires that you understand the needs and abilities of the people who will use your software.

Unfortunately, most of us have very limited time and budget for designing what our clients and companies really need. In this session, I share a design process you can use to quickly solve problems with FileMaker Pro.

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Fundamentals of Exceptional Interface Design

  1. 1. FUNDAMENTALS OF EXCEPTIONALINTERFACE DESIGN Don Levan Phil Smith Vanguard Custom FileMaker, Inc. Software Craft of FileMaker
  2. 2. Teleconference InformationPlease be sure to dial into theteleconference:Toll free: (866) 699-3239Toll:(408) 792-6300Technical Issues with WebExCall:1-866-229-3239 (U.S. and Canada) or916-861-3154 Question & AnswerWe will betaking questions following the presentation,please click on the Question Mark icon(Windows) or the Q&A tab (Mac) to type aquestion for the speakers.
  3. 3. How to ask a question1 1. Click on Question mark icon in Event Center Control Panel. 2. Enter your question and select send, then click the blue arrow 3. Hit the return button to go back to Desktop Sharing.2 3
  4. 4. FileMaker Developers Conference 2011 August 2-5, San Diego, CA Hilton San Diego Bayfront‣ What? - Learn about the FileMaker 11 Product Line - Over 50 sessions - FileMaker Certification Track - Special events and networking opportunities‣ “Early Bird” Pricing (register by June 17, 2011) - $1295 - Standard Package Reserve Your Hotel Room Now! - $1949 - Gold Package www.filemaker.com/devcon‣ Register Today www.filemaker.com/devcon
  5. 5. Dr. Don LevanVanguard CustomSoftware
  6. 6. Craft of FileMaker Workshops
  7. 7. Exceptional user interfaces
  8. 8. Exceptional user interfacessolve the right problem,are easy to learn,and pleasurable and efficient to use.
  9. 9. The fundamentals ofExceptional Interface Design
  10. 10. The fundamentals ofExceptional Interface Design
  11. 11. Text TextThe problem statement is not enough
  12. 12. Idea
  13. 13. ImplementationIdea
  14. 14. ImplementationIdea
  15. 15. ImplementationIdea
  16. 16. ImplementationIdea
  17. 17. ImplementationIdea
  18. 18. ImplementationIdea
  19. 19. ImplementationIdea
  20. 20. The fundamentals ofExceptional Interface Design
  21. 21. The Design ProcessIdentify the right problem to solve.Develop ideas.Refine ideas.Implement your solution.
  22. 22. Phases of the Design ProcessPlanningDiscoveryDesignImplementation
  23. 23. Phases of the Design ProcessPlanningDiscoveryDesignImplementation
  24. 24. PlanningActivity Work ProductSet expectations Project briefDefine constraintsGet commitment
  25. 25. Creative Capital Project Management ToolAbout the Client Project Goals Project ConstraintsCreative Capital is a national nonprofit To improve the ability of the Professional The system must be functional by theorganization that supports artists pursuing Development Department to manage an beginning of the busy season startingadventurous and imaginative work in the increasing number of workshops they will February 2011.performing and visual arts, film/video be offering as they grow.innovation literature, and emerging fields. The project must not exceed the amount To improve the ability of Creative Capital to budgeted for this fiscal year.They are based in New York City. They have document their impact on grantees and thea small staff of 15 people in seven community. The system must be responsive over thedepartments. Current Situation WAN with a dismal internet connection. Problems with the current situationThey have been using FileMaker since their Not in this Projectinception in 1999. We are not redesigning the existing contact management system (yet).
  26. 26. Phases of the Design ProcessPlanningDiscoveryDesignImplementation
  27. 27. ResearchActivity Work ProductIdentify the users InterviewsUnderstand the Screen capturesdomain. Videos Photographs Sketchboards
  28. 28. ModelingActivity Work ProductDocument the Personasdomain Goals Scenarios
  29. 29. Sarah Moore “I want to product the best workshops possible. ” Sara is a workshop manager for Creative very slow internet connection) at odd Capital. She has been with the organization hours. for seven years. Sarah does not feel their current system is She used to work full time on site, but as necessarily problematic. her music career has taken off, she has taken to working from home (with aGoals Current Situation Solution Problems with the Current Solution Problems with the current situationProduce the best possible workshops. While there is an existing FIleMaker She frequently has to share documents contacts database, Sarah is not using it to with her co-workers via email.Develop and maintain great relationships manage workshops.with workshop attendees, instructors, and The department is planning to increase thepartner organizations. Instead they she uses Microsoft Excel and number of workshops they will be Microsoft Word to manage each workshop. managing. Sarah can see it will difficult toProduce the information needed for the do so with the current tools.other departments in the least disruptiveway.
  30. 30. Sarah Moore “I want to product the best workshops possible. ” Saras is a workshop manager for Creative very slow internet connection) at odd Capital. She has been with the organization hours. for seven years. Sarah does not feel their current system is She used to work full time on site, but as necessarily problematic. her music career has taken off, she has taken to working from home (with aScenarioSarah sits down at her desk to review thestate of the current projects.
  31. 31. Sarah Moore “I want to product the best workshops possible. ” Sarah is a workshop manager for Creative very slow internet connection) at odd Capital. She has been with the organization hours. for seven years. Sarah does not feel their current system is She used to work full time on site, but as necessarily problematic. her music career has taken off, she has taken to working from home (with aScenarioWhile setting up a new workshop, Sarahstarts a new set of tasks that she knows shewill have to complete to successfullyproduce the workshop.(Sarah noted that there is a common list oftasks they most complete for each of theirdifferent types of workshops).
  32. 32. Requirements DefinitionActivity Work ProductDerive Requirements:requirements Data needsSecure Functional needscommitment Constraints User Experience Attributes
  33. 33. Sarah Moore “I want to product the best workshops possible. ” Sarah is a workshop manager for Creative very slow internet connection) at odd Capital. She has been with the organization hours. for seven years. Sarah does not feel their current system is She used to work full time on site, but as necessarily problematic. her music career has taken off, she has taken to working from home (with aScenario Derived RequirementsSarah sits down at her desk to review the She must be able to view the set of her current projects.state of her current projects. She has onlyan hour and needs to hit the most pressing She must be able to filter the projects by their status.issues in each of her upcoming projects. She must be able to see at a glance the status of planning for the workshop.
  34. 34. Sarah Moore “I want to product the best workshops possible. ” Sarah is a workshop manager for Creative very slow internet connection) at odd Capital. She has been with the organization hours. for seven years. Sarah does not feel their current system is She used to work full time on site, but as necessarily problematic. her music career has taken off, she has taken to working from home (with aScenario Derived RequirementsWhile setting up a new workshop, Sarah Add a set of tasks to a project all at once.starts a new set of tasks that she knows shewill have to complete to successfully Maintain lists of task “templates” that she can apply to a project.produce the workshop.(Sarah noted that there is a common list oftasks they most complete for each of theirdifferent types of workshops).
  35. 35. Phases of the Design ProcessPlanningDiscoveryDesignImplementation
  36. 36. Framework DefinitionActivity Work ProductDevelop the Lo-fi sketchesstructure of the Prototypesinterface. ERDDevelop the datamodel.Confirm usabilityof your solution.
  37. 37. Sarah Moore “I want to product the best workshops possible. ” Sarah is a workshop manager for Creative very slow internet connection) at odd Capital. She has been with the organization hours. for seven years. Sarah does not feel their current system is She used to work full time on site, but as necessarily problematic. her music career has taken off, she has taken to working from home (with aScenario Derived RequirementsSarah sits down at her desk to review the She must be able to view the set of her current projects.state of her current projects. She has onlyan hour and needs to hit the most pressing She must be able to filter the projects by their status.issues in each of her upcoming projects. She must be able to see at a glance the status of planning for the workshop.
  38. 38. Lets look at FileMaker
  39. 39. Detail DesignActivity Work ProductPolish the Interfaceinterface. specifications Style guides
  40. 40. Lets look at FileMaker
  41. 41. Phases of the Design ProcessPlanningDiscoveryDesignImplementation
  42. 42. Technical DesignActivity Work ProductDevelop the Technicalimplementation specificationsplan.
  43. 43. ProgrammingActivity Work ProductMake it work Completed application or feature
  44. 44. Craft of FileMaker Workshopshttp://fmcraft.comMarch 9th - 11thAtlanta, GAApril 13th - 15thSan Franciscodon@vanguardcs.net
  45. 45. FileMaker ResourcesFind an Authorized Trainer in your area • www.filemaker.com/support/training/ authorized_trainers.htmlPurchase FileMaker Products • store.filemaker.comView Other FileMaker Webinars • www.filemaker.com/support/webinarsAttend or host a Craft of FileMaker Workshop • fmcraft.com - (917) 842 - 2911 • don@vanguardcs.net

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