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© 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Joe Lamantia
                       User Experience Lead Enterprise Products
                       Endeca
User Experience (UX)   jlamantia@endeca.com
Best Practices for
Latitude Discovery
Applications           Mark Burrell, Ph.D.
                       VP Worldwide Lead, User Experience
                       mburrell@endeca.com




                               © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
• How can you harness the power and flexibility of
                        Latitude to create useful, usable, and compelling
                        discovery applications for your business users?
User Experience (UX)
Best Practices for
Latitude Discovery     • This session goes beyond the technology to
Applications            explore how you can apply analytics best
                        practices, user interface design patterns, and the
                        fundamental principles of information design and
                        visualization to compose discovery applications
                        that optimize user discovery, success,
                        engagement, and adoption.


                                © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
User Experience at Endeca

Who we are
• You may know us from Professional Services
• We’ve moved to Product Development
• We’ve expanded the team
We need you
• User panel for future research, design reviews, and evaluation
 To join, fill out a brief survey at tinyurl.com/endecaux
• We’re also conducting interviews at the conference
 Talk to Kirsten Robinson, Joe Lamantia, or Mark Burrell




                                                      © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery




                                                        ?                                       ?
                                  ?




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery




                                                        ?                                       ?
                                  ?




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery




                                                        ?                                       ?
                                  ?




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery



                           INFORMATION VISIBILITY


                                                        ?                                       ?
                                  ?




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery



                           INFORMATION VISIBILITY
                                DISCOVERY


                                                        ?                                       ?
                                  ?

                 Analyzing                                                                                 Evaluating

                     Exploring                                                                       Monitoring




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery



                           INFORMATION VISIBILITY
                                DISCOVERY


                                                        ?                                       ?
                                  ?

                 Analyzing                                                                                 Evaluating

                     Exploring                                                                       Monitoring




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Endeca for Enterprise Discovery
    Enabling Business & People via Information Visibility & Discovery



                           INFORMATION VISIBILITY
                                DISCOVERY


                                                        ?


                                            ?                                   ?




                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
5
Discovery Shift: From BI to Discovery


    From:                                To:                                                                              
      Search                             Exploration, decision support and
                                           discovery

      Content and data                   Information assets, facets, &
                                           relationships

      Static “reports”                   Interactive-dynamic summaries,
                                           dialogue & exploration

      Discrete features and functions    Integrated solutions and holistic
                                           experiences

      One size fits all presentations    Personalized, adaptive solutions


      Solitary user                      Collaboration and community



                                           © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
6
Identify Information Assets: Compose and Configure



                            ?
                        ?         ?




            7                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Identify Information Assets: Compose and Configure



                            ?
                        ?         ?




            7                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Identify Information Assets: Compose and Configure



                            ?
                        ?         ?




            7                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Identify Information Assets: Compose and Configure



                            ?
                        ?         ?




            7                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Agenda

Understanding User Needs
• Segmentation Models
• Modes of Discovery



Design Patterns for Discovery Applications
• Information Layout, Workflow and Interactivity
• Screen-level patterns, application structure patterns and component group patterns



Design Principles for Information Design & Visualization
• Fundamentals of Visual Perception
• Chart selection


                                               © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Understanding User   • Segmentation Models: End Users
Needs
                     • Scenarios and Modes of Discovery




                             © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Understanding Discovery: Key Questions


             What are the business strategies & objectives?


             Who are the critical users/people/communities?


             What are the strategic user goals & user scenarios?


         ?   What do people need to know and what key
             questions do they need to answer?

             What decision/discovery support and information
             assets will help people achieve their goals?


             How do people need to interact with information
             assets to achieve their goals?


             How do people need to interact and collaborate
             with other people to achieve their goals?

                                          © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Discovery Spectrum: Key Dimensions



       User Types                 Goals &                  Modes of                                          Discovery
                                 Scenarios                 Discovery                                          Assets




     Electronics Engineer    “Find part #35456…”       Locating                                         Products
     Purchasing Agent        “Discover compatible      Analyzing                                        Rich Media
     Novice Shopper           parts …”                  Evaluating                                       Textual Info
     Technical Enthusiast    “Understand part          Comparing                                        Relationships
     Etc.                     obsolescence …”           Verifying                                        Community
                              etc.                      Etc.                                             Etc.




                                                          © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
User Profile: Strategic Leader Role
  Description
   • Sets the overall strategy and direction of an         Primary Modes of Discovery:
    organisation, by developing long-term plans and        • Monitoring, Analyzing, Evaluating
    capabilities to position the organization for future
                                                           Example Scenarios (SVP Sales)
    success
                                                           • Monitor how well we are tracking to revenue and

  Examples                                                   margin targets by division

   • Director of Brand Image, Conoco-Phillips; SVP         • Identify problem/success areas and where to

    Private Sector, OTPP; General Mgr, Division, Auto        intervene and reward

    Co; SVP Sales, Beverage Maker

                                                           Key Questions
  Goals
                                                           • Are we hitting or exceeding target revenue and
   • Sets strategic direction & objectives for an
                                                             quantity and market share?
    organisation to optimize success
                                                           • What is our market share profile across divisions?
   • Develop long-term plans to achieve strategic
                                                             Are we trending in the right direction?
    objectives.
                                                           • Which brands/categories are underperforming?
   • Monitor achievement of strategic objectives,
                                                           • Are our strategic categories performing well or not?
    progress wrt market trends and the overall
                                                             (e.g. healthy lifecycle products increasing or
    organisational context and direction.
                                                             decreasing? By how much?) Are we hitting targets?
   • Identify strategic problems & opportunities.


                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Enterprise Discovery Workers: End-Users


Strategic Leader:
                                                           End Users
                                                                                                            Analyst:
• Set strategic direction & objectives for                                                                  • Monitor, measure, & inform others
  an org to optimize success                                                                                  re: org functioning in re: key metrics &
• Develop long-term strategic plans                                                                           value chain
• Monitor achievement of strategic                                                                          • Generate insights and
  objectives, trends/directional progress,                                                                    recommendations to help optimize
  org context                                                Strategic                                        strategy & management
• Identify strategic problems &                               Leader                                        • Advise or answer questions for
  opportunities                                                                                               Strategic Leaders & Mgrs




                                                                                                           Designer:
Managers:                                     Operations     Product/       Relationship                   • Design-create activities or artifacts
• Plan & manage execution of strategic         Manager       Service         Manager                         that specify execution of processes,
  plans -- processes, people, products-                      Manager                                         support relationships, or define
  services , & relationships -- to optimize                                                                  products, services
  outcomes/value
• Monitor detailed execution,
  diagnose issues , identify
  opportunities; inform Strategic
  Leaders
                                                                                                           Rep:
                                                                                                           • Monitor-manage-support
                                                                                                             relationships with specific customers-
                                               Analyst       Designer               Rep                      partners to optimize value




                                                                         © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Modes are a tool for designing discovery solutions that


• leverage what is common about people’s discovery needs
 and activities (human cognition and perception)


• allowing for what varies (information structures, frame of
 reference [business domain]



                                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Discovery “Modes”




“a broad, but identifiable literary method, mood, or
 manner, that is not tied exclusively to a particular
                   form or genre.
 [Some] examples are the satiric mode, the ironic,
  the comic, the pastoral, and the didactic. (CB)”


           http://en.wikipedia.org/wiki/Mode_(literature)



                                        © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Rhetorical Modes
Exposition
The purpose of exposition (or expository writing) is to explain and analyze information by presenting an idea, relevant evidence, and
appropriate discussion.


Argumentation
The purpose of argumentation (also called persuasive writing) is to prove the validity of an idea, or point of view, by presenting sound
reasoning, discussion, and argument that thoroughly convince the reader. Persuasive writing is a type of argumentation with the additional
aim to urge the reader to take some form of action.


Description
The purpose of description is to re-create, invent, or visually present a person, place, event, or action so that the reader can picture that
which is being described. Descriptive writing can be found in the other rhetorical modes.


Narration
The purpose of narration is to tell a story or narrate an event or series of events. This writing mode frequently uses the tools of descriptive
writing. Narration is an especially useful tool for sequencing or putting details and information into some kind of logical order, usually
chronological.



                               http://en.wikipedia.org/wiki/Rhetorical_modes
                                                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Identifying Modes

 “Understand the quality performance of a part and module set in manufacturing
 and the field so that I can determine if I should replace that part.” (Engineering)


 “Understand a lead's underlying positions so that I can assess the quality of the
 investment opportunity.” (Portfolio Manager)


 “Understand a portfolio's exposures to assess portfolio-level investment
 mix.” (Portfolio Manager)


 “I need to understand the cost drivers for this commodity so I can negotiate better
 terms with my suppliers and forecast business risk based on market
 indices.” (Procurement)


      Mode: ‘Comprehend’ (understand)
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Modes of Discovery: Lookup

Locating
 To find a specific (possibly known) item
 e.g. I need to find a new part with particular technical attributes
 and then source it from the most qualified supplier -
 Engineering


Verifying
 To confirm or substantiate that an item or set of items meets some specific criterion
 e.g. How can I determine if I am looking at the latest information for a part or supplier? - Supply Chain
 Specialist

Monitoring
 To maintain awareness of the status of an item or data set for purposes of
 management or control
 e.g. I need to monitor at risk/failing customers/dealers so I can prompt my Account Reps to fix the problems -
 Sales Manager



                                                                © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Modes of Discovery: Learn

Comparing
 To examine two or more items to identify similarities & differences
 e.g. I need to compare our module set teardowns with competitive teardown information to see if we’re staying
 competitive for cost, quality and functionality - Engineering

Comprehending
 To generate insight by understanding the nature or meaning of an item or data set
 e.g. I need to analyze and understand consumer-customer-market trends to inform brand strategy &
 communications plan – Director, Brand Image

Exploring
 To proactively investigate or examine an item or data set for the purpose of
 serendipitous knowledge discovery
 e.g. I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and
 forecast business risk based on market indices - Procurement




                                                             © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Modes of Discovery: Investigate

Analyzing
 To critically examine the detail of an item or data set to identify patterns &
 relationships
 e.g. I need to know the cost drivers for a part such as materials that impact cost. Is the relationship a
 correlation or step function for a part cost driver? - Engineering

Evaluating
 To use judgement to determine the significance or value of an item or data set with
 respect to a specific benchmark or model
 e.g. I need to determine my current state in my prints so I can evaluate if I have price variation to negotiate a
 better price - Procurement

Synthesizing
 To generate or communicate insight by integrating diverse inputs to create a novel
 artifact or composite view
 e.g. I need to prepare a weekly report for my boss (sales mgr) of how things are going - Account Rep




                                                               © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Comparison–driven Optimization

1. Replace a problematic part
                                                                               Analyze
   (from sourcing, cost or technical
   perspective)



2. with an equivalent or better part                                         Compare




3. without compromising quality
                                                                              Evaluate
   and cost.

                                  © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Comparison–driven Optimization

1. Analyze
                                                                              Analyze




2. and understand gaps between
   current cost of commodity                                                Compare




3. versus best in class                                                      Evaluate
   manufacturing costs.
                                 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Comparison–driven Optimization


  Analyze                                 Compare                                                                  Evaluate


 Core Engineer: Identify parts used for same function as candidates for commonization and complexity
 reduction
 Engineering: Replace a problematic part (from sourcing, cost or technical perspective) with an equivalent
 or better part without compromising quality and cost.
 Engineering: Compare our module set teardowns with competitive teardown information to see if we’re
 staying competitive for cost, quality and functionality.
 Portfolio Manager: Compare a lead's performance claims with relevant benchmarks to assess the lead's
 claims
 Procurement: See the difference between what we are spending and what we should be spending to
 maximize savings (between actual PO and should costs).
 Cost Estimators: Analyze & understand gaps between current costs of commodity versus best in class
 manufacturing costs


                                                        © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Exploration-driven Optimization


  Explore                                   Analyze                                                                Evaluate


 Core Engineer: Identify opportunities to optimize use of tooling capacity for my commodity/parts
 District Manager: Identify sales opportunities and targets (increased key customer market share across
 categories/brands; upsell-cross sell; promotional targets
 Category Manager: Evaluate & optimize our product portfolio: Which products should we de-list and
 retire? What new products should we be making/selling?
 Brand Manager: Identify the best customer/consumer/region targets for our brand/products
 Core Buyer: Determine suppliers to use for parts in my program and execute sourcing agreements
 Program Administrator: Identify customers/marketers/dealers failing & at risk of de-branding based on
 performance problems




                                                        © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Strategic Insight


  Analyze                              Comprehend                                                                  Evaluate


 Engineering: Track module cost versus functionality over time to determine trends.
 Engineering: Understand the quality performance of a part and module set in manufacturing and the field
 so that I can determine if I should replace that part.
 Portfolio Manager: Understand a lead's underlying positions so that I can assess the quality of the
 investment opportunity
 Portfolio Manager: Understand a portfolio's exposures to assess portfolio-level investment mix
 Procurement: I need to understand the cost drivers for this commodity so I can negotiate better terms
 with my suppliers and forecast business risk based on market indices.




                                                        © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Strategic Oversight


  Monitor                                   Analyze                                                                Evaluate


 SVP Sales: Monitor how well we are tracking to revenue and margin targets by division
 Supervisor/Inspector: Monitor and grade incoming incidents; close incidents, add incident close codes
 Core Engineer: Monitor global commodity use in relation to plan/guidelines to identify gaps that require
 corrective action
 District Manager: Monitor how well we are tracking to revenue and margin targets by division
 Brand Manager: Monitor & evaluate how our brand is performing in re: revenue, margin, and market
 share targets
 Financial Analyst: Monitor & assess commodity status against strategy/plan/target




                                                        © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Comparison–driven Synthesis (~4%)


  Analyze                                Compare                                                             Synthesize


 Director, Brand Image: Analyze and understand consumer-customer-market trends to inform brand
 strategy & communications plan
 Engineering: Find out how many parts I have in my module set of parts and find ways to reduce cost
 across them
 Core Buyer: Formulate scope & strategy for sourcing and gap closure
 Brand Image Analyst: Analyze and understand a market: marketer network, competitive position,
 customer sat, & share, etc. to inform brand strategy and communications plan




                                                      © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Mode Networks


                  Verify


  Analyze       Comprehend                                              Synthesize


                 Compare                                                    Evaluate


  Monitor        Analyze


  Explore

                           © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Modes and User Roles

                        Monitor                  Comprehend


                                     Strategic
                                      Leader




             Explore                                         Evaluate

                                     Product-
                                     Service
                                     Manager                                Comprehend
           Compare
                        Operations               Relationship
                         Manager                  Manager




             Designer                Analyst                                 Rep




                                                 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Common Collaborations



                                         Strategic
                                          Leader




                                        Product-
                                        Service
                                        Manager


                         Operations                  Relationship
                          Manager                     Manager




                                                                                                       Compare
  Verify
              Designer                  Analyst                                  Rep


           Explore                    Analyze                                              Evaluate
                                                     © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Common Collaborations



                                    Strategic
                                     Leader




                                    Product-
                                    Service
                                    Manager


                       Operations               Relationship
                        Manager                  Manager




            Designer                Analyst                                 Rep




                                                © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Common Collaborations



                                        Strategic
                                         Leader



                                      Synthesize




                                        Product-
                                        Service
                                        Manager
         Synthesize
                         Operations                 Relationship
                          Manager                    Manager                Synthesize
                                      Synthesize




              Designer                  Analyst                                 Rep




                                                    © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Design for Effective   • Application Structures
Discovery
                       • Information Layout, Workflow and Interactivity
Applications
                       • UI Design Pattern Library




                                © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Design Principles for Discovery Solutions

Match screen composition to discovery needs
• No one size fits all


Assemble screens using common combinations of components
• Show ‘relatedness’ by grouping components visually


Assemble discovery applications using several types of screens


Support user groups by creating different applications




                                             © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Page 1   Page 2     Page 3

Screen Structure:                                 Page 4.A | Page 4.B

                                                     Metrics Bar
ʻMulti-purposeʼ                    Search
                                                        View 1       View 2         View 3
Purpose
                                   Breadcrumb
Supports exploration, comparison
and visualization.                                    Results Table



Modes
Locating
Verifying                          Guided             Chart                                       Chart
                                   Navigation
Evaluating
Analyzing
                                                        View 1       View 2         View 3
Exploring


Components                                            Cross Tab

                                   Range Filter
Breadcrumb
Guided Navigation
Metrics Bar                                           Record Detail
Results Table



                                                        © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Data
                                                           Source
Application Structure:                                       B
Classic

Users                                                       Multi-
                                                           purpose
Analyst / Designer roles
Manager roles



                            Multi-                                                             Multi-
                           purpose                                                            purpose
Screen types
Multi-purpose

                            Data                                                                 Data
                           Source                                                               Source
                             A                                                                    C




                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Data
                                                             Source
Application Structure:                                         B
Classic
                                                      Analyze
Users                                                         Multi-
                                                             purpose
Analyst / Designer roles
Manager roles



                              Multi-                                                             Multi-
                             purpose                                                            purpose
Screen types
Multi-purpose              Evaluate                                                       Compare
                              Data                                                                 Data
                             Source                                                               Source
                               A                                                                    C




                                © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Discovery Solution Trends

Larger volumes of data
• Including unstructured data
Growing discovery application structures
• Depth, breadth
Varied discovery needs
• Summation vs. detail, time frames, domains
Navigation flow between pages
• E.g. ‘Drilling for oil’, U-shaped navigation
Large communities of discovery workers
Diverse Perspectives




                                                 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Screen Structure:
Status & Alerts
Dashboard
                                  Page 1   Page 2   Page 3
Purpose
Present global KPIs
                                   Metrics Bar                  Metrics Bar
All business overview
Summary of one domain / several    Metrics Bar                   Metrics Bar                             Alerts
domains / processes
                                   Metrics Bar                   Metrics Bar


                                   Metrics Bar

                                   Metrics Bar                  Chart                                    Alerts
Modes
                                   Metrics Bar
Monitoring
Exploring

Components                        Cross Tab
Metrics Bar
Alerts
Chart
Cross Tab


                                                    © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Screen Structure:
Visualization
Dashboard
                                  Page 1   Page 2   Page 3
Purpose
Present global KPIs
                                   Metrics Bar                  Metrics Bar                              Metrics Bar
All business overview
Summary of one domain / several    Chart                         Chart                                    Chart
domains / processes



Modes                              Chart                         Chart                                   Chart
Monitoring
Exploring

Components
Metrics Bar                       Cross Tab
Chart
Cross Tab




                                                    © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Application Structure:        Data
Hub and Spoke                Source
                               C                                                 Metric        Metric         Metric
                                                                                   Data          Data          Data
                                                                                    A             B             C
Users
Analyst / Designer roles     Multi-
Manager roles               purpose




Screen types
                                                         Dashboard
Multi-purpose



                            Multi-                                                               Multi-
                           purpose                                                              purpose



                            Data                                                                   Data
                           Source                                                                 Source
                             A                                                                      B




                                    © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Application Structure:          Data
Hub and Spoke                  Source
                                 C                                                 Metric        Metric         Metric
                                                                                     Data          Data          Data
                                                                                      A             B             C
Users                       Analyze
Analyst / Designer roles       Multi-
Manager roles                 purpose




                                                        Monitor
Screen types
                                                           Dashboard
Multi-purpose



                              Multi-                                                               Multi-
                             purpose                                                              purpose

                           Evaluate                                                       Compare
                              Data                                                                   Data
                             Source                                                                 Source
                               A                                                                      B




                                      © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Design Pattern: Analytics Dashboard

• Identify the primary user segments that will
 be served by the dashboard and develop an
 appropriate strategy for dealing with
 variation among those users.
• Identify the data and metrics that are most
 relevant to the priority user segment(s).
 Organize the content and dashboard
 elements into meaningful groups so that
 connections between related elements are
 immediately apparent.
• Draw attention to exceptions or important
 changes so that the user can gain
 immediate visibility into deviations from
 expected or desired values.
• Provide clear indicators of the default time
 frames applied for varied dashboard
 elements and the freshness/recency of the
 information (e.g. date/time of updates).

 http://patterns.endeca.com/content/library/en/home/patterns/analytics_dashboard.html


                                                                © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Endeca User Interface Design Pattern Library
     A growing set of user interface design patterns providing guidance and
     best practices for creating great search, faceted exploration, and
     Discovery Solutions




       http://patterns.endeca.com



                                           © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
44
Screen Structure:                        Page 1   Page 2     Page 3

Visual Discovery                                        Page 4.A | Page 4.B

                                                           Metrics Bar
2 Axes                                   Search
                                                              View 1       View 2         View 3
Purpose
                                         Breadcrumb         Metrics Bar
Insight into single core process, org
unit, aspect of ecosystem, global kpi.


Modes
                                                            Chart                                       Chart
Comparing
Analyzing                                Guided
                                         Navigation
Verifying


Components
Breadcrumb
                                                            Results Table
Guided Navigation
                                         Range Filter
Metrics Bar
Chart
Cross Tab




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Screen Structure:                 Page 1   Page 2     Page 3

Visual Discovery                                 Page 4.A | Page 4.B

                                                    Metrics Bar
4 Axes                            Search
                                                       View 1       View 2         View 3
Purpose
                                  Breadcrumb
                                  Breadcrumb         Metrics Bar
Visual insight into single core
process, org unit, aspect of
ecosystem, global kpi.
                                                     Chart                                       Chart

Modes
Analysis                          Guided
                                  Navigation
Evaluation
Verifying                                            Chart                                       Chart

Exploration

Components
Breadcrumb                        Range Filter
                                                     Cross Tab
Guided Navigation
Metrics Bar
Chart
Cross Tab


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Application Structure:             Br

Differentiated
                                                                                          Metric        Metric         Metric
Purpose
Provide differentiated discovery
capability for summarization vs.         Visualization
detailed engagement with data.              2 axes




Users
Analyst / Designer roles
                                                                           Dashboard
Manager roles



Screen types                            Visualization                                                        Visualization
                                           2 axes                                                               2 axes
Multi-purpose




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Application Structure:               Br

Differentiated
                                                                                            Metric        Metric         Metric
Purpose
Provide differentiated discovery             Analyze
capability for summarization vs.           Visualization
detailed engagement with data.                2 axes




Users                                                                             Monitor
Analyst / Designer roles
                                                                             Dashboard
Manager roles
Strategic Leader roles
                                   Evaluate
                                          Visualization
                                                                                          Compare
                                                                                              Visualization
                                             2 axes                                                                  2 axes
Screen types
Dashboard
Visualization
Multi-purpose




                                               © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Design Pattern: Analytics Applications




• Provide a clearly identifiable “Home” or “launch” page that supports the initiation of
 common discovery tasks and acts as a hub for ongoing discovery work. The
 optimal design of the “Home” or “launch” page will depend on its purpose and
 context, but the following are common types...
• Provide links to past discovery work (e.g., “bookmarked” views, results sets,
 saved searches etc.) to enable resumption or recall of past analyses.
• Allow the user to independently control the visibility of selected elements of the
 display, i.e. the visualizations, results table, faceted navigation, etc.
  http://patterns.endeca.com/content/library/en/home/patterns/analyticsApplications.html
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Screen Structure:              Page 1   Page 2      Page 3

Unstructured Data
                               Search
Discovery
Purpose                        Breadcrumb        Results List
Understand unstructured data

Modes
Comprehending
Exploring                                        Compare

Synthesis
                               Guided
                               Navigation        Record Detail     Find Similar


Components
Search
Breadcrumb
                                                 Record Detail
Guided Navigation
Results List
Compare
Record Detail



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Application Structure:
Multi-perspective
                                             Visualization
Users                                           2 axes

Analyst / Designer roles
Manager roles
Strategic Leader
                             Visualization
                                                                                 Dashboard
                                2 axes



Screen types
                                           Visualization
Dashboard                                                                                               Unstructured
                                              2 axes
Visual 2 axes
Visual 4 axes
Unstructured
                           Visualization                 Visualization
                              4-axes                        4-axes




                                             © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Evaluate
Application Structure:
Multi-perspective                              Analyze
                                                 Visualization
Users                                               2 axes

Analyst / Designer roles
Manager roles                                                                                          Synthesize
Strategic Leader
                                 Visualization
                                                                                     Dashboard
                                                                                                             Monitor
                                    2 axes



Screen types                                          Explore
                                               Visualization
Dashboard                                                                                                   Unstructured
                                                  2 axes
Visual 2 axes
Visual 4 axes                                                                                           Comprehend
Unstructured
                               Visualization                 Visualization
                                  4-axes                        4-axes
                                                                                                              Compare
                           Comprehend                             Verify

                                                 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Application Structure:
Comprehensive
                                                                                                          Multi-
                                             Visualization                                               purpose
Users                                           2 axes
Analyst / Designer roles
Manager roles
Strategic Leader
                             Visualization
                                                                                Dashboard
                                2 axes


Screen types
Dashboard                                  Visualization
                                                                                                        Unstructured
                                              2 axes
Visual 2 axes
Visual 4 axes
Unstructured
                           Visualization                Visualization
                              4-axes                       4-axes




                                               © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Application Structure:
                                                                                                              Explore
Comprehensive
Purpose                                                                                                       Multi-
                                                 Visualization                                               purpose
                                                    2 axes




Users                                                                                     Monitor
Analyst / Designer roles         Visualization
                                                                                    Dashboard
Manager roles                       2 axes

Strategic Leader           Compare
                                               Visualization
                                                                                                            Unstructured
                                                  2 axes

Screen types
                                                                                             Comprehend
Dashboard
                           Analyze
Visual 2 axes                  Visualization                Visualization
Visual 4 axes                     4-axes                       4-axes

Unstructured                                               Evaluate

                                                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Screen Structure:                                                   Application 1                            Application 2

Discovery Hub                                                 Metrics Bar

                                                              Metrics Bar                             Alerts
Purpose
                                                              Metrics Bar
Hub connects linked apps &   Syndicated Content

communities
                                                              Chart                                   Chart
Modes
Exploring
Monitoring                                                                              Application 3
                                                              Metrics Bar
Components
                                                              Metrics Bar
Syndicated Content
Metrics Bar                                                   Metrics Bar
                             Syndicated Content
Chart
Alerts
                                                              Bookmarks
Bookmarks




                                                  © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Discovery Environment                                    Visualization
                                                            2 axes




Purpose
Integrate multiple discovery
                                       Visualization
                                                                                  Dashboard
                                          2 axes




applications with overlapping but                      Visualization
                                                          2 axes
                                                                                              Unstructured
                                                                                                                                             Visualization
                                                                                                                                                2 axes




distinct communities of users       Visualization                 Visualization
                                       4-axes                        4-axes                                                Visualization
                                                                                                                                                                      Dashboard
                                                                                                                              2 axes




                                                                                                                                           Visualization
                                                                                                                                                                                  Unstructured
                                                                                                                                              2 axes




Users                                                                                                                   Visualization
                                                                                                                           4-axes
                                                                                                                                                      Visualization
                                                                                                                                                         4-axes




Analyst / Designer ? Rep roles
Manager roles
Strategic Leaders

                                                                                                                                             Visualization
                                                                                                                                                2 axes




Screen Types                                                                                                               Visualization
                                                                                                                              2 axes
                                                                                                                                                                      Dashboard




Visualization                                                                                                                              Visualization
                                                                                                                                                                                  Unstructured
                                                                                                                                              2 axes



Unstructured
                                                                                                                        Visualization                 Visualization



Dashboard (variants)
                                                                                                                           4-axes                        4-axes




Discovery Hub


                                                                       © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Discovery Environment                                         Visualization
                                                                 2 axes




Purpose
Integrate multiple discvoery
                                            Visualization
                                                                                       Dashboard
                                               2 axes




applications with overlapping but                           Visualization
                                                               2 axes
                                                                                                   Unstructured
                                                                                                                                                  Visualization
                                                                                                                                                     2 axes




distinct communities of users            Visualization                 Visualization
                                            4-axes                        4-axes                                                Visualization
                                                                                                                                                                           Dashboard
                                                                                                                                   2 axes




                                                                                                                                                Visualization
                                                                                                                                                                                       Unstructured
                                                                                                                                                   2 axes




Users                                                                                                                        Visualization
                                                                                                                                4-axes
                                                                                                                                                           Visualization
                                                                                                                                                              4-axes




Analyst / Designer ? Rep roles
Manager roles
Strategic Leaders
                                    Synthesize
                                                                                                                                                  Visualization
                                                                                                                                                     2 axes




Screen Types
                                     Explore
                                                                                                                                Visualization
                                                                                                                                                                           Dashboard
                                                                                                                                   2 axes




Visualization                                                                                                                                   Visualization
                                                                                                                                                                                       Unstructured
                                                                                                                                                   2 axes



Unstructured
                                                                                                                             Visualization                 Visualization



Dashboard (variants)
                                                                                                                                4-axes                        4-axes




Discovery Hub                        Monitor

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Implementation Tips   • Suggestions “from the field”




                               © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Implementation Tips

Layout/Configuration of components should be consistent within a community.


Filters First. When you find yourself making lots of pages and tabs, first ask
whether you are providing a different visualization or a different slice of data. If the
latter – can navigation be used instead?


Drop-Downs Second. When you find yourself making lots of pages and tabs, look
for commonality across the visualizations. If only a few dimensions/metrics change
– can drop-downs be used instead?


Tabs Group Data and Visualizations. The right way to use tabs is when the
visualization is too dense or big to fit on the screen.




                                               © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Key Design Guidelines - Consistency

                                            • Use of “listen to data source” should
                                              be consistent


                                            • All numeric fields should have a
                                              formatter
                                            • Traffic lights should be used
                                              consistently
                                            • Metric and dimension naming
                                              conventions should be consistent and
                                              user-friendly
  • All dimensions should have a
    dimension group
  • Dimensions displayed should be
    consistent in pages/tabs that share a   • Unlike OLAP – all Endeca analytics
    datasource                                are based on dynamic record sets
  • High cardinality dimensions should      • Showing users the records that are
    leverage dimension search and             driving analytics helps them
    more… link                                appreciate exploratory capabilities
  • Multi-or dimensions are typically
    preferred by users
  • Is a dimension is expanded – this
    should be done consistently

                                               © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
If analytics statements are the same except for 1-3 dimensions/metrics, consider
whether the statement can be parameterized – with varying dimensions/metrics
exposed as options in drop-down box.


If analytics statements are the same (same metrics/dimensions) except for the
WHERE clause – the WHERE clause typically represents a rule-oriented
classification of the underlying records.


Can this WHERE clause be converted into an additional attribute of the record?
(Classify records based on these rules during data ingest.) If so – tabs can often be
eliminated.


Highlight these new dimensions in the application so users are aware of them.




                                             © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
The correct use of tabs is to offer different views of the same data.


When you see scroll-bars in the browser – it is a good signal that tabs may be
needed.


If there is >1 visualization on the page, ask yourself is user need to correlate
information between those visualizations. If so, they should be on the same page.
If not, separate them into different tabs – less is more when using screen real
estate.




                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Dimension overload. If there are lots of dimension in the GuidedNavigation menu –
consider using precedence rules. Are there groups of those dimensions that make
sense to display after user has drilled into a certain category of data?
Additionally – remember that the “lookahead” dimension search in the Searchbox
component spans all dimensions in the application.
Grouping by month dimension. The default sort order for any textual dimension is
alphabetic. This is typically not desired for Month dimensions. Manually create/
order these dimension values in the DeveloperStudio.
Sub-pages versus outer-tabs. Generally speaking, sub-pages should be avoided.
The user needs to hover over page in order to learn that sub-pages exists. Outer
tabs are always visible. If need to link to page/content – then sub-page may be only
option.




                                            © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Record Type. Are the users going to understand this concept? If no – exclude from
navigation component.


Search. This is the most differentiated feature of Latitude. Leverage it – there
should be a search box on every page. Record search and compound dimension
search are very powerful features. They are also novel features from user
standpoint – provide them with examples of valuable search strings.


DEFINE statements aren’t free. The MDEX Engine still needs to do work, even if
the results aren’t returned. Make sure that DEFINEs are needed for your analytics
statement.


Toggle edit controls. This should be disabled for end-users. It adds a lot of visual
clutter to the application.



                                              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Design Principles for   • Fundamentals of Visual Perception
Information Design &
                        • Chart Selection
Visualization




                                 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Visual Perception

Cognitive processing
• Iconic memory (“graphics buffer”)
• Short-term memory (“RAM”)
• Long term memory (“hard disk”)




Stephen Few, “Tapping the Power of Visual Perception”



                                                        © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Visual Perception

Perception is tuned to detect certain visual primitives




Jock McKinlay, “Designing Great Visualizations”
                                                  © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Visual Perception

Perception is tuned to detect certain visual primitives




Jock McKinlay, “Designing Great Visualizations”
                                                  © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Visual Perception

Perception is tuned to detect certain visual primitives




Jock McKinlay, “Designing Great Visualizations”
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Preattentive Attributes




                                                                                    Stephen Few, “Tapping the Power
                                                                                    of Visual Perception”


Which can be used to encode quantitative information?
                                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Accuracy of Perception




                                                                                 Jock McKinlay, “Designing Great
                                                                                 Visualizations”




What might this mean for design?
                                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
The Ubiquitous Pie Chart




                                                                                          Jorge Camoes, “Eye Candy
                                                                                          and the Pie”




Which is biggest – Item 3, 4 or 5?
• Why is this difficult to interpret?
• How might it be improved?



                                        © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Short term memory

Limited to 3-7 chunks of data at a time




Stephen Few, “Tapping the Power of Visual Perception”



                                                        © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Information Design and Visualization Principles

1. Use 2-D position and the line length to encode quantitative
   values
2. Use lines graphs to show patterns formed by a set of values
   across a continuous range
3. Don't try to communicate relationships between multiple values
   by showing one value at a time.
4. Multiple graphs shown together are often a better solution than a
   single graph, especially when several variables are involved.
5. Different views of the same data set give insight into
   relationships that can’t be seen from one perspective only.
6. Allow the user to filter out irrelevant data and focus on their key
   questions.




Stephen Few, “Information Visualization, Design, and the Arts”

                                                                 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Chart Selection




                                                                          Andrew Abela, “Choosing a
                                                                          Good Chart”


                  © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Chart Selection




What/Who              How much   Where   When                                 How                                  Why




Dan Roam, “Back of the Napkin”




                                         © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Chart Selection

       What                    How much                Where                        When                                     How                                 Why




         30%                      35%                    13%                             13%                                   2%                                    7%



bullet          7 5%     Bar              60 23%   heat map             20 29%   Line                  22 29%         Flowchart            3 0% Bubble                     15 0%

thermometer     7 5%     pixel bar        7 3%     region map           15 22%   Sparkline             19 25%
number          8 6%     column           60 23%   pushpin map          20 29%   Gantt                 11 15%
colored shape   57 41%   pixel column     6 2%                                   Timeline              13 17%
                                                   schematic            7 10%
text            60 43%   thermometer      6 2%                                   Swimlanes              9 12%
                                                   organization chart   1   1%
                         brick            9 4%                                   Cycle                  0    0%
                                                   quadrant             0   0%
                         number grid      11 4%                                  Progression            1    1%
                                                   connections map      4   6%
                         stacked bar      22 9%
                                                   venn diagram         1   1%
                         clustered bar    22 9%
                         stacked column 23 9%
                         clustered column 22 9%
                         variable width
                         column            1 0%
                         bullet           6 2%
                         pie              1 0%
                         concentric pie   0 0%



                                                                                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Chart Selection

                   Grid                                    Map                 TimeLine                                                                     Bubble

    What                        How much                   Where                   When                                     How                                 Why




       30%                          35%                       13%                     13%                                   2%                                    7%

                                                                                                                  Flowchart           3 0%               Bubble            15 0%
bullet           7 5%    bar                60   23%   heat map       20 29%   Line               22 29%
thermometer      7 5%    pixel bar           7    3%   region map     15 22%   Sparkline          19 25%
number           8 6%    column             60   23%   pushpin map    20 29%   Gantt              11 15%
colored shape   57 41%   pixel column        6    2%   schematic       7 10%   Timeline           13 17%
text            60 43%   thermometer         6    2%   organization            Swimlanes           9 12%
                         brick               9    4%   chart          1 1%     Cycle               0 0%
                         number grid        11    4%   quadrant       0 0%     Progression         1 1%
                         stacked bar        22    9%   connections
                         clustered bar      22    9%   map            4 6%
                         stacked column     23    9%   venn diagram   1 1%


                         clustered column   22 9%
                         variable width
                         column             1    0%
                         bullet             6    2%
                         pie                1    0%
                         concentric pie     0    0%
                                                                                 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Design Patterns: Spatial Information Visualization

Point Location Map
• Define iconic “pins” that can clearly convey precise
 spatial location along with relevant information about
 each record http://patterns.endeca.com/content/library/en/home/patterns/
 pointLocationMap.html


Region Map
• Define boundaries for the regions at an appropriate
 level of granularity to align with the users’ discovery
 scenarios, mental models, and expected level of
 analysis http://patterns.endeca.com/content/library/en/home/patterns/regionMap.html

Heat Map
• Define a function by which record density values can be
 mapped to “intensity” values that align with the users’
 discovery scenarios, mental models, and expected level
 of analysis
 http://patterns.endeca.com/content/library/en/home/patterns/heatMap.html




                                                                            © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
References

Books
 Information Dashboard Design, Stephen Few, O'Reilly Media 2006
 The Back of the Napkin, Dan Roam, Penguin 2008
 The Visual Display of Quantitative Information, Edward Tufte, Graphics Press 2001
 Beautiful Evidence, Edward Tufte, Graphics Press 2006
 Readings in Information Visualization: Using Vision to Think, Stuart Card, Jock
 Mackinlay & Ben Schneiderman, Morgan Kaufmann 1999


Papers
 The sensemaking process and leverage points for analyst technology as
 identified through cognitive task analysis, Pirolli, P., & Card, S. (2005) https://
 analysis.mitre.org/proceedings/Final_Papers_Files/206_Camera_Ready_Paper.pdf
 Exploratory search: from finding to understanding, Gary Marchionini,
 Communications of the ACM, Volume 49 Issue 4, April 2006
 http://www.ischool.utexas.edu/~i385t-sw/readings/Marchionini-2006-Exploratory_Search.pdf



                                                   © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
References

Papers (cont.)
 Tapping the Power of Visual Perception, Stephen Few, September 4, 2004
 http://www.perceptualedge.com/articles/ie/visual_perception.pdf
 Designing Great Visualizations, Jock D. Mackinlay with Kevin Winslow, February 18,
 2009
 http://mkt.tableausoftware.com/downloads/designing-great-visualizations.pdf
 Information Visualization, Design, and the Arts: Collision or Collaboration?
 Stephen Few, Visual Business Intelligence Newsletter , January 2010
 http://www.perceptualedge.com/articles/visual_business_intelligence/information_visualization_and_art.pdf

 Save the Pies for Dessert, Stephen Few, Visual Business Intelligence Newsletter,
 August 2007
 http://www.perceptualedge.com/articles/08-21-07.pdf




                                                                 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
References

Papers (cont.)
 Creating Successful Portals With a Design Framework, Joe Lamantia, International
 Journal of Web Portals, 2009
 http://www.igi-global.com/bookstore/article.aspx?titleid=37471
 The Building Blocks of Successful Portals, Joe Lamantia, Intranets Today, 2009
 http://www.intranetstoday.com/Articles/Default2.aspx?ArticleID=6087
 Enhancing the Portal Experience, Joe Lamantia, International Journal of Web
 Portals, 2009
 http://www.igi-global.com/bookstore/article.aspx?titleid=44693
 Containers and Connectors as Elements in a Portal Design Framework, Joe
 Lamantia, International Journal of Web Portals, 2010
 http://http://www.igi-global.com/bookstore/article.aspx?titleid=40319
 Evolution of a Portal Suite, Joe Lamantia, International Journal of Web Portals, 2010
 http://www.igi-global.com/bookstore/article.aspx?titleid=46164




                                                      © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Endeca User Interface Design Pattern Library
     A growing set of user interface design patterns providing guidance and
     best practices for creating great search, faceted exploration, and
     Discovery Solutions




       http://patterns.endeca.com



                                           © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
81
User Experience at Endeca

Who we are
 You may know us from Professional Services
 We’ve moved to Product Development
 We’ve expanded the team

We need you
 User panel for future research, design reviews, and evaluation
 To join, fill out a brief survey at tinyurl.com/endecaux
 We’re also conducting interviews at the conference
 Talk to Kirsten Robinson, Joe Lamantia, or Mark Burrell




                                                      © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
Contacts:
      Joe Lamantia
      User Experience Lead Enterprise Products
      Endeca
      jlamantia@endeca.com


Q&A   Mark Burrell, Ph.D.
      VP Worldwide Lead, User Experience
      mburrell@endeca.com




              © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.

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User Experience Architecture For Discovery Applications

  • 1. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 2. Joe Lamantia User Experience Lead Enterprise Products Endeca User Experience (UX) jlamantia@endeca.com Best Practices for Latitude Discovery Applications Mark Burrell, Ph.D. VP Worldwide Lead, User Experience mburrell@endeca.com © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 3. • How can you harness the power and flexibility of Latitude to create useful, usable, and compelling discovery applications for your business users? User Experience (UX) Best Practices for Latitude Discovery • This session goes beyond the technology to Applications explore how you can apply analytics best practices, user interface design patterns, and the fundamental principles of information design and visualization to compose discovery applications that optimize user discovery, success, engagement, and adoption. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 4. User Experience at Endeca Who we are • You may know us from Professional Services • We’ve moved to Product Development • We’ve expanded the team We need you • User panel for future research, design reviews, and evaluation To join, fill out a brief survey at tinyurl.com/endecaux • We’re also conducting interviews at the conference Talk to Kirsten Robinson, Joe Lamantia, or Mark Burrell © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 5. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 6. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 7. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 8. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 9. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 10. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 11. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery ? ? ? © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 12. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery ? ? ? © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 13. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery ? ? ? © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 14. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery INFORMATION VISIBILITY ? ? ? © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 15. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery INFORMATION VISIBILITY DISCOVERY ? ? ? Analyzing Evaluating Exploring Monitoring © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 16. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery INFORMATION VISIBILITY DISCOVERY ? ? ? Analyzing Evaluating Exploring Monitoring © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 17. Endeca for Enterprise Discovery Enabling Business & People via Information Visibility & Discovery INFORMATION VISIBILITY DISCOVERY ? ? ? © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 5
  • 18. Discovery Shift: From BI to Discovery From: To:   Search  Exploration, decision support and discovery  Content and data  Information assets, facets, & relationships  Static “reports”  Interactive-dynamic summaries, dialogue & exploration  Discrete features and functions  Integrated solutions and holistic experiences  One size fits all presentations  Personalized, adaptive solutions  Solitary user  Collaboration and community © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 6
  • 19. Identify Information Assets: Compose and Configure ? ? ? 7 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 20. Identify Information Assets: Compose and Configure ? ? ? 7 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 21. Identify Information Assets: Compose and Configure ? ? ? 7 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 22. Identify Information Assets: Compose and Configure ? ? ? 7 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 23. Agenda Understanding User Needs • Segmentation Models • Modes of Discovery Design Patterns for Discovery Applications • Information Layout, Workflow and Interactivity • Screen-level patterns, application structure patterns and component group patterns Design Principles for Information Design & Visualization • Fundamentals of Visual Perception • Chart selection © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 24. Understanding User • Segmentation Models: End Users Needs • Scenarios and Modes of Discovery © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 25. Understanding Discovery: Key Questions What are the business strategies & objectives? Who are the critical users/people/communities? What are the strategic user goals & user scenarios? ? What do people need to know and what key questions do they need to answer? What decision/discovery support and information assets will help people achieve their goals? How do people need to interact with information assets to achieve their goals? How do people need to interact and collaborate with other people to achieve their goals? © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 26. Discovery Spectrum: Key Dimensions User Types Goals & Modes of Discovery Scenarios Discovery Assets  Electronics Engineer  “Find part #35456…”  Locating  Products  Purchasing Agent  “Discover compatible  Analyzing  Rich Media  Novice Shopper parts …”  Evaluating  Textual Info  Technical Enthusiast  “Understand part  Comparing  Relationships  Etc. obsolescence …”  Verifying  Community  etc.  Etc.  Etc. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 27. User Profile: Strategic Leader Role Description • Sets the overall strategy and direction of an Primary Modes of Discovery: organisation, by developing long-term plans and • Monitoring, Analyzing, Evaluating capabilities to position the organization for future Example Scenarios (SVP Sales) success • Monitor how well we are tracking to revenue and Examples margin targets by division • Director of Brand Image, Conoco-Phillips; SVP • Identify problem/success areas and where to Private Sector, OTPP; General Mgr, Division, Auto intervene and reward Co; SVP Sales, Beverage Maker Key Questions Goals • Are we hitting or exceeding target revenue and • Sets strategic direction & objectives for an quantity and market share? organisation to optimize success • What is our market share profile across divisions? • Develop long-term plans to achieve strategic Are we trending in the right direction? objectives. • Which brands/categories are underperforming? • Monitor achievement of strategic objectives, • Are our strategic categories performing well or not? progress wrt market trends and the overall (e.g. healthy lifecycle products increasing or organisational context and direction. decreasing? By how much?) Are we hitting targets? • Identify strategic problems & opportunities. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 28. Enterprise Discovery Workers: End-Users Strategic Leader: End Users Analyst: • Set strategic direction & objectives for • Monitor, measure, & inform others an org to optimize success re: org functioning in re: key metrics & • Develop long-term strategic plans value chain • Monitor achievement of strategic • Generate insights and objectives, trends/directional progress, recommendations to help optimize org context Strategic strategy & management • Identify strategic problems & Leader • Advise or answer questions for opportunities Strategic Leaders & Mgrs Designer: Managers: Operations Product/ Relationship • Design-create activities or artifacts • Plan & manage execution of strategic Manager Service Manager that specify execution of processes, plans -- processes, people, products- Manager support relationships, or define services , & relationships -- to optimize products, services outcomes/value • Monitor detailed execution, diagnose issues , identify opportunities; inform Strategic Leaders Rep: • Monitor-manage-support relationships with specific customers- Analyst Designer Rep partners to optimize value © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 29. Modes are a tool for designing discovery solutions that • leverage what is common about people’s discovery needs and activities (human cognition and perception) • allowing for what varies (information structures, frame of reference [business domain] © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 30. Discovery “Modes” “a broad, but identifiable literary method, mood, or manner, that is not tied exclusively to a particular form or genre. [Some] examples are the satiric mode, the ironic, the comic, the pastoral, and the didactic. (CB)” http://en.wikipedia.org/wiki/Mode_(literature) © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 31. Rhetorical Modes Exposition The purpose of exposition (or expository writing) is to explain and analyze information by presenting an idea, relevant evidence, and appropriate discussion. Argumentation The purpose of argumentation (also called persuasive writing) is to prove the validity of an idea, or point of view, by presenting sound reasoning, discussion, and argument that thoroughly convince the reader. Persuasive writing is a type of argumentation with the additional aim to urge the reader to take some form of action. Description The purpose of description is to re-create, invent, or visually present a person, place, event, or action so that the reader can picture that which is being described. Descriptive writing can be found in the other rhetorical modes. Narration The purpose of narration is to tell a story or narrate an event or series of events. This writing mode frequently uses the tools of descriptive writing. Narration is an especially useful tool for sequencing or putting details and information into some kind of logical order, usually chronological. http://en.wikipedia.org/wiki/Rhetorical_modes © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 32. Identifying Modes “Understand the quality performance of a part and module set in manufacturing and the field so that I can determine if I should replace that part.” (Engineering) “Understand a lead's underlying positions so that I can assess the quality of the investment opportunity.” (Portfolio Manager) “Understand a portfolio's exposures to assess portfolio-level investment mix.” (Portfolio Manager) “I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices.” (Procurement) Mode: ‘Comprehend’ (understand) © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 33. Modes of Discovery: Lookup Locating To find a specific (possibly known) item e.g. I need to find a new part with particular technical attributes and then source it from the most qualified supplier - Engineering Verifying To confirm or substantiate that an item or set of items meets some specific criterion e.g. How can I determine if I am looking at the latest information for a part or supplier? - Supply Chain Specialist Monitoring To maintain awareness of the status of an item or data set for purposes of management or control e.g. I need to monitor at risk/failing customers/dealers so I can prompt my Account Reps to fix the problems - Sales Manager © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 34. Modes of Discovery: Learn Comparing To examine two or more items to identify similarities & differences e.g. I need to compare our module set teardowns with competitive teardown information to see if we’re staying competitive for cost, quality and functionality - Engineering Comprehending To generate insight by understanding the nature or meaning of an item or data set e.g. I need to analyze and understand consumer-customer-market trends to inform brand strategy & communications plan – Director, Brand Image Exploring To proactively investigate or examine an item or data set for the purpose of serendipitous knowledge discovery e.g. I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices - Procurement © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 35. Modes of Discovery: Investigate Analyzing To critically examine the detail of an item or data set to identify patterns & relationships e.g. I need to know the cost drivers for a part such as materials that impact cost. Is the relationship a correlation or step function for a part cost driver? - Engineering Evaluating To use judgement to determine the significance or value of an item or data set with respect to a specific benchmark or model e.g. I need to determine my current state in my prints so I can evaluate if I have price variation to negotiate a better price - Procurement Synthesizing To generate or communicate insight by integrating diverse inputs to create a novel artifact or composite view e.g. I need to prepare a weekly report for my boss (sales mgr) of how things are going - Account Rep © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 36. Comparison–driven Optimization 1. Replace a problematic part Analyze (from sourcing, cost or technical perspective) 2. with an equivalent or better part Compare 3. without compromising quality Evaluate and cost. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 37. Comparison–driven Optimization 1. Analyze Analyze 2. and understand gaps between current cost of commodity Compare 3. versus best in class Evaluate manufacturing costs. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 38. Comparison–driven Optimization Analyze Compare Evaluate Core Engineer: Identify parts used for same function as candidates for commonization and complexity reduction Engineering: Replace a problematic part (from sourcing, cost or technical perspective) with an equivalent or better part without compromising quality and cost. Engineering: Compare our module set teardowns with competitive teardown information to see if we’re staying competitive for cost, quality and functionality. Portfolio Manager: Compare a lead's performance claims with relevant benchmarks to assess the lead's claims Procurement: See the difference between what we are spending and what we should be spending to maximize savings (between actual PO and should costs). Cost Estimators: Analyze & understand gaps between current costs of commodity versus best in class manufacturing costs © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 39. Exploration-driven Optimization Explore Analyze Evaluate Core Engineer: Identify opportunities to optimize use of tooling capacity for my commodity/parts District Manager: Identify sales opportunities and targets (increased key customer market share across categories/brands; upsell-cross sell; promotional targets Category Manager: Evaluate & optimize our product portfolio: Which products should we de-list and retire? What new products should we be making/selling? Brand Manager: Identify the best customer/consumer/region targets for our brand/products Core Buyer: Determine suppliers to use for parts in my program and execute sourcing agreements Program Administrator: Identify customers/marketers/dealers failing & at risk of de-branding based on performance problems © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 40. Strategic Insight Analyze Comprehend Evaluate Engineering: Track module cost versus functionality over time to determine trends. Engineering: Understand the quality performance of a part and module set in manufacturing and the field so that I can determine if I should replace that part. Portfolio Manager: Understand a lead's underlying positions so that I can assess the quality of the investment opportunity Portfolio Manager: Understand a portfolio's exposures to assess portfolio-level investment mix Procurement: I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk based on market indices. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 41. Strategic Oversight Monitor Analyze Evaluate SVP Sales: Monitor how well we are tracking to revenue and margin targets by division Supervisor/Inspector: Monitor and grade incoming incidents; close incidents, add incident close codes Core Engineer: Monitor global commodity use in relation to plan/guidelines to identify gaps that require corrective action District Manager: Monitor how well we are tracking to revenue and margin targets by division Brand Manager: Monitor & evaluate how our brand is performing in re: revenue, margin, and market share targets Financial Analyst: Monitor & assess commodity status against strategy/plan/target © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 42. Comparison–driven Synthesis (~4%) Analyze Compare Synthesize Director, Brand Image: Analyze and understand consumer-customer-market trends to inform brand strategy & communications plan Engineering: Find out how many parts I have in my module set of parts and find ways to reduce cost across them Core Buyer: Formulate scope & strategy for sourcing and gap closure Brand Image Analyst: Analyze and understand a market: marketer network, competitive position, customer sat, & share, etc. to inform brand strategy and communications plan © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 43. Mode Networks Verify Analyze Comprehend Synthesize Compare Evaluate Monitor Analyze Explore © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 44. Modes and User Roles Monitor Comprehend Strategic Leader Explore Evaluate Product- Service Manager Comprehend Compare Operations Relationship Manager Manager Designer Analyst Rep © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 45. Common Collaborations Strategic Leader Product- Service Manager Operations Relationship Manager Manager Compare Verify Designer Analyst Rep Explore Analyze Evaluate © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 46. Common Collaborations Strategic Leader Product- Service Manager Operations Relationship Manager Manager Designer Analyst Rep © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 47. Common Collaborations Strategic Leader Synthesize Product- Service Manager Synthesize Operations Relationship Manager Manager Synthesize Synthesize Designer Analyst Rep © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 48. Design for Effective • Application Structures Discovery • Information Layout, Workflow and Interactivity Applications • UI Design Pattern Library © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 49. Design Principles for Discovery Solutions Match screen composition to discovery needs • No one size fits all Assemble screens using common combinations of components • Show ‘relatedness’ by grouping components visually Assemble discovery applications using several types of screens Support user groups by creating different applications © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 50. Page 1 Page 2 Page 3 Screen Structure: Page 4.A | Page 4.B Metrics Bar ʻMulti-purposeʼ Search View 1 View 2 View 3 Purpose Breadcrumb Supports exploration, comparison and visualization. Results Table Modes Locating Verifying Guided Chart Chart Navigation Evaluating Analyzing View 1 View 2 View 3 Exploring Components Cross Tab Range Filter Breadcrumb Guided Navigation Metrics Bar Record Detail Results Table © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 51. Data Source Application Structure: B Classic Users Multi- purpose Analyst / Designer roles Manager roles Multi- Multi- purpose purpose Screen types Multi-purpose Data Data Source Source A C © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 52. Data Source Application Structure: B Classic Analyze Users Multi- purpose Analyst / Designer roles Manager roles Multi- Multi- purpose purpose Screen types Multi-purpose Evaluate Compare Data Data Source Source A C © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 53. Discovery Solution Trends Larger volumes of data • Including unstructured data Growing discovery application structures • Depth, breadth Varied discovery needs • Summation vs. detail, time frames, domains Navigation flow between pages • E.g. ‘Drilling for oil’, U-shaped navigation Large communities of discovery workers Diverse Perspectives © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 54. Screen Structure: Status & Alerts Dashboard Page 1 Page 2 Page 3 Purpose Present global KPIs Metrics Bar Metrics Bar All business overview Summary of one domain / several Metrics Bar Metrics Bar Alerts domains / processes Metrics Bar Metrics Bar Metrics Bar Metrics Bar Chart Alerts Modes Metrics Bar Monitoring Exploring Components Cross Tab Metrics Bar Alerts Chart Cross Tab © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 55. Screen Structure: Visualization Dashboard Page 1 Page 2 Page 3 Purpose Present global KPIs Metrics Bar Metrics Bar Metrics Bar All business overview Summary of one domain / several Chart Chart Chart domains / processes Modes Chart Chart Chart Monitoring Exploring Components Metrics Bar Cross Tab Chart Cross Tab © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 56. Application Structure: Data Hub and Spoke Source C Metric Metric Metric Data Data Data A B C Users Analyst / Designer roles Multi- Manager roles purpose Screen types Dashboard Multi-purpose Multi- Multi- purpose purpose Data Data Source Source A B © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 57. Application Structure: Data Hub and Spoke Source C Metric Metric Metric Data Data Data A B C Users Analyze Analyst / Designer roles Multi- Manager roles purpose Monitor Screen types Dashboard Multi-purpose Multi- Multi- purpose purpose Evaluate Compare Data Data Source Source A B © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 58. Design Pattern: Analytics Dashboard • Identify the primary user segments that will be served by the dashboard and develop an appropriate strategy for dealing with variation among those users. • Identify the data and metrics that are most relevant to the priority user segment(s). Organize the content and dashboard elements into meaningful groups so that connections between related elements are immediately apparent. • Draw attention to exceptions or important changes so that the user can gain immediate visibility into deviations from expected or desired values. • Provide clear indicators of the default time frames applied for varied dashboard elements and the freshness/recency of the information (e.g. date/time of updates). http://patterns.endeca.com/content/library/en/home/patterns/analytics_dashboard.html © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 59. Endeca User Interface Design Pattern Library A growing set of user interface design patterns providing guidance and best practices for creating great search, faceted exploration, and Discovery Solutions http://patterns.endeca.com © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 44
  • 60. Screen Structure: Page 1 Page 2 Page 3 Visual Discovery Page 4.A | Page 4.B Metrics Bar 2 Axes Search View 1 View 2 View 3 Purpose Breadcrumb Metrics Bar Insight into single core process, org unit, aspect of ecosystem, global kpi. Modes Chart Chart Comparing Analyzing Guided Navigation Verifying Components Breadcrumb Results Table Guided Navigation Range Filter Metrics Bar Chart Cross Tab © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 61. Screen Structure: Page 1 Page 2 Page 3 Visual Discovery Page 4.A | Page 4.B Metrics Bar 4 Axes Search View 1 View 2 View 3 Purpose Breadcrumb Breadcrumb Metrics Bar Visual insight into single core process, org unit, aspect of ecosystem, global kpi. Chart Chart Modes Analysis Guided Navigation Evaluation Verifying Chart Chart Exploration Components Breadcrumb Range Filter Cross Tab Guided Navigation Metrics Bar Chart Cross Tab © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 62. Application Structure: Br Differentiated Metric Metric Metric Purpose Provide differentiated discovery capability for summarization vs. Visualization detailed engagement with data. 2 axes Users Analyst / Designer roles Dashboard Manager roles Screen types Visualization Visualization 2 axes 2 axes Multi-purpose © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 63. Application Structure: Br Differentiated Metric Metric Metric Purpose Provide differentiated discovery Analyze capability for summarization vs. Visualization detailed engagement with data. 2 axes Users Monitor Analyst / Designer roles Dashboard Manager roles Strategic Leader roles Evaluate Visualization Compare Visualization 2 axes 2 axes Screen types Dashboard Visualization Multi-purpose © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 64. Design Pattern: Analytics Applications • Provide a clearly identifiable “Home” or “launch” page that supports the initiation of common discovery tasks and acts as a hub for ongoing discovery work. The optimal design of the “Home” or “launch” page will depend on its purpose and context, but the following are common types... • Provide links to past discovery work (e.g., “bookmarked” views, results sets, saved searches etc.) to enable resumption or recall of past analyses. • Allow the user to independently control the visibility of selected elements of the display, i.e. the visualizations, results table, faceted navigation, etc. http://patterns.endeca.com/content/library/en/home/patterns/analyticsApplications.html © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 65. Screen Structure: Page 1 Page 2 Page 3 Unstructured Data Search Discovery Purpose Breadcrumb Results List Understand unstructured data Modes Comprehending Exploring Compare Synthesis Guided Navigation Record Detail Find Similar Components Search Breadcrumb Record Detail Guided Navigation Results List Compare Record Detail © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 66. Application Structure: Multi-perspective Visualization Users 2 axes Analyst / Designer roles Manager roles Strategic Leader Visualization Dashboard 2 axes Screen types Visualization Dashboard Unstructured 2 axes Visual 2 axes Visual 4 axes Unstructured Visualization Visualization 4-axes 4-axes © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 67. Evaluate Application Structure: Multi-perspective Analyze Visualization Users 2 axes Analyst / Designer roles Manager roles Synthesize Strategic Leader Visualization Dashboard Monitor 2 axes Screen types Explore Visualization Dashboard Unstructured 2 axes Visual 2 axes Visual 4 axes Comprehend Unstructured Visualization Visualization 4-axes 4-axes Compare Comprehend Verify © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 68. Application Structure: Comprehensive Multi- Visualization purpose Users 2 axes Analyst / Designer roles Manager roles Strategic Leader Visualization Dashboard 2 axes Screen types Dashboard Visualization Unstructured 2 axes Visual 2 axes Visual 4 axes Unstructured Visualization Visualization 4-axes 4-axes © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 69. Application Structure: Explore Comprehensive Purpose Multi- Visualization purpose 2 axes Users Monitor Analyst / Designer roles Visualization Dashboard Manager roles 2 axes Strategic Leader Compare Visualization Unstructured 2 axes Screen types Comprehend Dashboard Analyze Visual 2 axes Visualization Visualization Visual 4 axes 4-axes 4-axes Unstructured Evaluate © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 70. Screen Structure: Application 1 Application 2 Discovery Hub Metrics Bar Metrics Bar Alerts Purpose Metrics Bar Hub connects linked apps & Syndicated Content communities Chart Chart Modes Exploring Monitoring Application 3 Metrics Bar Components Metrics Bar Syndicated Content Metrics Bar Metrics Bar Syndicated Content Chart Alerts Bookmarks Bookmarks © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 71. Discovery Environment Visualization 2 axes Purpose Integrate multiple discovery Visualization Dashboard 2 axes applications with overlapping but Visualization 2 axes Unstructured Visualization 2 axes distinct communities of users Visualization Visualization 4-axes 4-axes Visualization Dashboard 2 axes Visualization Unstructured 2 axes Users Visualization 4-axes Visualization 4-axes Analyst / Designer ? Rep roles Manager roles Strategic Leaders Visualization 2 axes Screen Types Visualization 2 axes Dashboard Visualization Visualization Unstructured 2 axes Unstructured Visualization Visualization Dashboard (variants) 4-axes 4-axes Discovery Hub © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 72. Discovery Environment Visualization 2 axes Purpose Integrate multiple discvoery Visualization Dashboard 2 axes applications with overlapping but Visualization 2 axes Unstructured Visualization 2 axes distinct communities of users Visualization Visualization 4-axes 4-axes Visualization Dashboard 2 axes Visualization Unstructured 2 axes Users Visualization 4-axes Visualization 4-axes Analyst / Designer ? Rep roles Manager roles Strategic Leaders Synthesize Visualization 2 axes Screen Types Explore Visualization Dashboard 2 axes Visualization Visualization Unstructured 2 axes Unstructured Visualization Visualization Dashboard (variants) 4-axes 4-axes Discovery Hub Monitor © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 73. Implementation Tips • Suggestions “from the field” © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 74. Implementation Tips Layout/Configuration of components should be consistent within a community. Filters First. When you find yourself making lots of pages and tabs, first ask whether you are providing a different visualization or a different slice of data. If the latter – can navigation be used instead? Drop-Downs Second. When you find yourself making lots of pages and tabs, look for commonality across the visualizations. If only a few dimensions/metrics change – can drop-downs be used instead? Tabs Group Data and Visualizations. The right way to use tabs is when the visualization is too dense or big to fit on the screen. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 75. Key Design Guidelines - Consistency • Use of “listen to data source” should be consistent • All numeric fields should have a formatter • Traffic lights should be used consistently • Metric and dimension naming conventions should be consistent and user-friendly • All dimensions should have a dimension group • Dimensions displayed should be consistent in pages/tabs that share a • Unlike OLAP – all Endeca analytics datasource are based on dynamic record sets • High cardinality dimensions should • Showing users the records that are leverage dimension search and driving analytics helps them more… link appreciate exploratory capabilities • Multi-or dimensions are typically preferred by users • Is a dimension is expanded – this should be done consistently © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 76. If analytics statements are the same except for 1-3 dimensions/metrics, consider whether the statement can be parameterized – with varying dimensions/metrics exposed as options in drop-down box. If analytics statements are the same (same metrics/dimensions) except for the WHERE clause – the WHERE clause typically represents a rule-oriented classification of the underlying records. Can this WHERE clause be converted into an additional attribute of the record? (Classify records based on these rules during data ingest.) If so – tabs can often be eliminated. Highlight these new dimensions in the application so users are aware of them. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 77. The correct use of tabs is to offer different views of the same data. When you see scroll-bars in the browser – it is a good signal that tabs may be needed. If there is >1 visualization on the page, ask yourself is user need to correlate information between those visualizations. If so, they should be on the same page. If not, separate them into different tabs – less is more when using screen real estate. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 78. Dimension overload. If there are lots of dimension in the GuidedNavigation menu – consider using precedence rules. Are there groups of those dimensions that make sense to display after user has drilled into a certain category of data? Additionally – remember that the “lookahead” dimension search in the Searchbox component spans all dimensions in the application. Grouping by month dimension. The default sort order for any textual dimension is alphabetic. This is typically not desired for Month dimensions. Manually create/ order these dimension values in the DeveloperStudio. Sub-pages versus outer-tabs. Generally speaking, sub-pages should be avoided. The user needs to hover over page in order to learn that sub-pages exists. Outer tabs are always visible. If need to link to page/content – then sub-page may be only option. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 79. Record Type. Are the users going to understand this concept? If no – exclude from navigation component. Search. This is the most differentiated feature of Latitude. Leverage it – there should be a search box on every page. Record search and compound dimension search are very powerful features. They are also novel features from user standpoint – provide them with examples of valuable search strings. DEFINE statements aren’t free. The MDEX Engine still needs to do work, even if the results aren’t returned. Make sure that DEFINEs are needed for your analytics statement. Toggle edit controls. This should be disabled for end-users. It adds a lot of visual clutter to the application. © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 80. Design Principles for • Fundamentals of Visual Perception Information Design & • Chart Selection Visualization © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 81. Visual Perception Cognitive processing • Iconic memory (“graphics buffer”) • Short-term memory (“RAM”) • Long term memory (“hard disk”) Stephen Few, “Tapping the Power of Visual Perception” © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 82. Visual Perception Perception is tuned to detect certain visual primitives Jock McKinlay, “Designing Great Visualizations” © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 83. Visual Perception Perception is tuned to detect certain visual primitives Jock McKinlay, “Designing Great Visualizations” © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 84. Visual Perception Perception is tuned to detect certain visual primitives Jock McKinlay, “Designing Great Visualizations” © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 85. Preattentive Attributes Stephen Few, “Tapping the Power of Visual Perception” Which can be used to encode quantitative information? © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 86. Accuracy of Perception Jock McKinlay, “Designing Great Visualizations” What might this mean for design? © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 87. The Ubiquitous Pie Chart Jorge Camoes, “Eye Candy and the Pie” Which is biggest – Item 3, 4 or 5? • Why is this difficult to interpret? • How might it be improved? © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 88. Short term memory Limited to 3-7 chunks of data at a time Stephen Few, “Tapping the Power of Visual Perception” © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 89. Information Design and Visualization Principles 1. Use 2-D position and the line length to encode quantitative values 2. Use lines graphs to show patterns formed by a set of values across a continuous range 3. Don't try to communicate relationships between multiple values by showing one value at a time. 4. Multiple graphs shown together are often a better solution than a single graph, especially when several variables are involved. 5. Different views of the same data set give insight into relationships that can’t be seen from one perspective only. 6. Allow the user to filter out irrelevant data and focus on their key questions. Stephen Few, “Information Visualization, Design, and the Arts” © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 90. Chart Selection Andrew Abela, “Choosing a Good Chart” © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 91. Chart Selection What/Who How much Where When How Why Dan Roam, “Back of the Napkin” © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 92. Chart Selection What How much Where When How Why 30% 35% 13% 13% 2% 7% bullet 7 5% Bar 60 23% heat map 20 29% Line 22 29% Flowchart 3 0% Bubble 15 0% thermometer 7 5% pixel bar 7 3% region map 15 22% Sparkline 19 25% number 8 6% column 60 23% pushpin map 20 29% Gantt 11 15% colored shape 57 41% pixel column 6 2% Timeline 13 17% schematic 7 10% text 60 43% thermometer 6 2% Swimlanes 9 12% organization chart 1 1% brick 9 4% Cycle 0 0% quadrant 0 0% number grid 11 4% Progression 1 1% connections map 4 6% stacked bar 22 9% venn diagram 1 1% clustered bar 22 9% stacked column 23 9% clustered column 22 9% variable width column 1 0% bullet 6 2% pie 1 0% concentric pie 0 0% © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 93. Chart Selection Grid Map TimeLine Bubble What How much Where When How Why 30% 35% 13% 13% 2% 7% Flowchart 3 0% Bubble 15 0% bullet 7 5% bar 60 23% heat map 20 29% Line 22 29% thermometer 7 5% pixel bar 7 3% region map 15 22% Sparkline 19 25% number 8 6% column 60 23% pushpin map 20 29% Gantt 11 15% colored shape 57 41% pixel column 6 2% schematic 7 10% Timeline 13 17% text 60 43% thermometer 6 2% organization Swimlanes 9 12% brick 9 4% chart 1 1% Cycle 0 0% number grid 11 4% quadrant 0 0% Progression 1 1% stacked bar 22 9% connections clustered bar 22 9% map 4 6% stacked column 23 9% venn diagram 1 1% clustered column 22 9% variable width column 1 0% bullet 6 2% pie 1 0% concentric pie 0 0% © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 94. Design Patterns: Spatial Information Visualization Point Location Map • Define iconic “pins” that can clearly convey precise spatial location along with relevant information about each record http://patterns.endeca.com/content/library/en/home/patterns/ pointLocationMap.html Region Map • Define boundaries for the regions at an appropriate level of granularity to align with the users’ discovery scenarios, mental models, and expected level of analysis http://patterns.endeca.com/content/library/en/home/patterns/regionMap.html Heat Map • Define a function by which record density values can be mapped to “intensity” values that align with the users’ discovery scenarios, mental models, and expected level of analysis http://patterns.endeca.com/content/library/en/home/patterns/heatMap.html © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 95. References Books Information Dashboard Design, Stephen Few, O'Reilly Media 2006 The Back of the Napkin, Dan Roam, Penguin 2008 The Visual Display of Quantitative Information, Edward Tufte, Graphics Press 2001 Beautiful Evidence, Edward Tufte, Graphics Press 2006 Readings in Information Visualization: Using Vision to Think, Stuart Card, Jock Mackinlay & Ben Schneiderman, Morgan Kaufmann 1999 Papers The sensemaking process and leverage points for analyst technology as identified through cognitive task analysis, Pirolli, P., & Card, S. (2005) https:// analysis.mitre.org/proceedings/Final_Papers_Files/206_Camera_Ready_Paper.pdf Exploratory search: from finding to understanding, Gary Marchionini, Communications of the ACM, Volume 49 Issue 4, April 2006 http://www.ischool.utexas.edu/~i385t-sw/readings/Marchionini-2006-Exploratory_Search.pdf © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 96. References Papers (cont.) Tapping the Power of Visual Perception, Stephen Few, September 4, 2004 http://www.perceptualedge.com/articles/ie/visual_perception.pdf Designing Great Visualizations, Jock D. Mackinlay with Kevin Winslow, February 18, 2009 http://mkt.tableausoftware.com/downloads/designing-great-visualizations.pdf Information Visualization, Design, and the Arts: Collision or Collaboration? Stephen Few, Visual Business Intelligence Newsletter , January 2010 http://www.perceptualedge.com/articles/visual_business_intelligence/information_visualization_and_art.pdf Save the Pies for Dessert, Stephen Few, Visual Business Intelligence Newsletter, August 2007 http://www.perceptualedge.com/articles/08-21-07.pdf © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 97. References Papers (cont.) Creating Successful Portals With a Design Framework, Joe Lamantia, International Journal of Web Portals, 2009 http://www.igi-global.com/bookstore/article.aspx?titleid=37471 The Building Blocks of Successful Portals, Joe Lamantia, Intranets Today, 2009 http://www.intranetstoday.com/Articles/Default2.aspx?ArticleID=6087 Enhancing the Portal Experience, Joe Lamantia, International Journal of Web Portals, 2009 http://www.igi-global.com/bookstore/article.aspx?titleid=44693 Containers and Connectors as Elements in a Portal Design Framework, Joe Lamantia, International Journal of Web Portals, 2010 http://http://www.igi-global.com/bookstore/article.aspx?titleid=40319 Evolution of a Portal Suite, Joe Lamantia, International Journal of Web Portals, 2010 http://www.igi-global.com/bookstore/article.aspx?titleid=46164 © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 98. Endeca User Interface Design Pattern Library A growing set of user interface design patterns providing guidance and best practices for creating great search, faceted exploration, and Discovery Solutions http://patterns.endeca.com © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE. 81
  • 99. User Experience at Endeca Who we are You may know us from Professional Services We’ve moved to Product Development We’ve expanded the team We need you User panel for future research, design reviews, and evaluation To join, fill out a brief survey at tinyurl.com/endecaux We’re also conducting interviews at the conference Talk to Kirsten Robinson, Joe Lamantia, or Mark Burrell © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.
  • 100. Contacts: Joe Lamantia User Experience Lead Enterprise Products Endeca jlamantia@endeca.com Q&A Mark Burrell, Ph.D. VP Worldwide Lead, User Experience mburrell@endeca.com © 2011 Endeca Technologies Inc. All Rights Reserved. CONFIDENTIAL AND PROPRIETARY - DO NOT REPRODUCE.

Editor's Notes

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  5. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  6. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  7. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  8. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  9. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  10. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  11. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  12. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  13. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  14. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  15. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  16. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  17. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  18. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  19. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  20. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  21. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  22. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  23. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  24. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  25. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  26. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  27. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  28. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  29. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  30. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  31. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  32. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  33. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  34. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  35. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  36. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  37. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  38. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  39. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  40. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  41. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  42. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  43. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  44. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  45. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  46. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  47. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  48. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  49. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  50. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  51. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  52. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  53. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  54. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  55. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  56. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  57. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  58. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  59. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  60. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  61. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  62. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  63. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  64. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  65. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  66. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  67. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  68. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  69. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  70. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  71. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  72. This is a simple way to conceptualize the discovery challenges that Endeca helps Enterprise’s solve.\nYou have strategic business objectives…..\nVarious people (“end-users”) are critical to achieving those strategic objectives…..\nEach person/user has key goals and work scenarios…we call them “discovery scenarios”…that they need to work through to be successful\nPeople have questions they need to answer and things they need to know/discovery to be successful in their scenarios\nYou have critical and potentially useful information assets…that are frequently siloed and difficult for people to access\nEndeca takes those assets and finds the key relationships between them (overcoming the “silos”) and makes them accessible  for users….we summarize the information in useful ways (e.g., visualizations, metrics, faceted navigation, etc.) and enable people to flexibly explore and interact with the information to answer their questions and enable them to be successful in their discovery scenarios….\n\n
  73. Explain that taking full advantage of the Endeca Enterprise products – Latitude and the Discovery Framework – and an organizations information assets, requires a paradigm shift….a new way of thinking.\nFrom ….  To …….\n\n
  74. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  75. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  76. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  77. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  78. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  79. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  80. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  81. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  82. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  83. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  84. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  85. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  86. Identifying the “information assets” that will provide effective decision support and help people answer their cascading questions is an essential step.  “Information assets” are not the same thing as “content” or “data”…they are presentations and summaries of data/content that are valuable (i.e., “assets”) that provide useful information that can enable actionable insight and guide or inform decisions and actions.\nInformation assets that help answer key (what, how much, why, when, etc.) questions can include key business metrics, visualizations (e.g., stacked bar charts, timelines, etc.), detailed results grids, composite analytic views (e.g., personalized “dashboards” composed of key metrics and important visualizations) that assemble important and complementary information in useful ways.\nRemember that people will have the ability to interact with the information in the Discovery Solution…e.g., by refining (narrowing or expanding) the information set they are looking at by applying and modifying filters in guided navigation, interacting directly with visualizations (e.g., to “drill down” or focus in on the next level of information, etc.), changing the ways they view the same information set (e.g., grouping the information in varied ways, pivoting between tabs that summarize different facets of the information, etc.) and so forth.  \nSo when composing and configuring think about not only what you might show people initially but also envision how they might want and need to interact with the information, components, and views that you compose and configure.\nIn addition, over time, think about how varied users in diverse roles with distance discovery needs may benefit from personalized information views that highlight and provide ready, easy access to the most important information for them and minimize the presentation or the least important information.\n\n\n
  87. Understand common discovery scenarios and users\n Explore models of human information-seeking behavior, & how to apply interaction design principles based on those models \n Review the role of design patterns, and how to apply Endeca UI design patterns in designing discovery experiences\n
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  90. We apply principles and practices that are specifically focus on understanding and optimizing the discovery experience and fully and creatively leveraging info assets & Endeca capabilities\n
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  94. Modes are a tool for designing discovery solutions that leverage what is common about people’s discovery needs and activities (human cognition and perception), while allowing for what is different (informatoin \n
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  123. We continually strive to “bake” best practices into the Discovery Framework components. But when composing and configuring discovery applications you have a great deal of flexibility and freedom.  Consequently, we encourage you to consider and apply Discovery related user interface / user experience best practices to help optimize the effectiveness of the applications you compose and configure for end users.\nIn this context, over the past several years, Endean’s User Experience (UX) team has been documenting and publishing discovery related UI-UX lessons learned and best practices…based on our design experience and user research as well as relevant insights from the broader search and discovery community of practice. The Endeca User Interface (UI) Design pattern library describes principled and effective ways to tackle solving  a wide range of discovery challenges that people face when creating discovery apps for e-business and inside the enterprise.  This includes a growing set of design patterns focused on optimizing the design and configuration of business analytic/intelligence applications, UI components and UI views (e.g., “analytics dashboard”, varied types of faceted information visualizations such as heat, region, and point maps etc.).   We’ll continue to add to and refine the patterns and encourage you to use the library and provide feedback and input to help grow the library as a resource for the Discovery community.\n\n
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  145. If we can understand how perception works, our knowledge can be translated into rules for displaying information. Following perception-based rules, we can present our data in such a way that the important and informative patterns stand out. If we disobey the rules, our data will be incomprehensible or misleading\n
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  149. Color intensity, such as different shades of gray ranging from white to black (that is, "grayscale") can be quantitatively perceived to a degree—by making one value darker, for example, we can tell that it is greater than another—but not well enough to decode specific\nshades into specific values without a lot of work. An object's size, as in its 2-D area (simultaneous perception of both length and width), is another attribute that can be perceived quantitatively, in that we can tell that one object is bigger than another. However, it's difficult to determine by how much they differ.\n
  150. Attributes that can't be perceived quantitatively can still be used in graphs, but their use is restricted to distinguishing categorical differences, such as the use of hue to distinguish different lines in a line graph, sets of bars in a bar graph, or sets of points in a scatter plot. Of these attributes, some convey stronger categorical distinctions than others.\n
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  159. Stephen Few, Data Visualization, Eye Candy and the Pie, Jorge Camoes, ExcelCharts.com\n http://www.excelcharts.com/blog/stephen-few-data-visualization-eye-candy-and-the-pie/\n
  160. Stephen Few, Data Visualization, Eye Candy and the Pie, Jorge Camoes, ExcelCharts.com\n http://www.excelcharts.com/blog/stephen-few-data-visualization-eye-candy-and-the-pie/\n
  161. We continually strive to “bake” best practices into the Discovery Framework components. But when composing and configuring discovery applications you have a great deal of flexibility and freedom.  Consequently, we encourage you to consider and apply Discovery related user interface / user experience best practices to help optimize the effectiveness of the applications you compose and configure for end users.\nIn this context, over the past several years, Endean’s User Experience (UX) team has been documenting and publishing discovery related UI-UX lessons learned and best practices…based on our design experience and user research as well as relevant insights from the broader search and discovery community of practice. The Endeca User Interface (UI) Design pattern library describes principled and effective ways to tackle solving  a wide range of discovery challenges that people face when creating discovery apps for e-business and inside the enterprise.  This includes a growing set of design patterns focused on optimizing the design and configuration of business analytic/intelligence applications, UI components and UI views (e.g., “analytics dashboard”, varied types of faceted information visualizations such as heat, region, and point maps etc.).   We’ll continue to add to and refine the patterns and encourage you to use the library and provide feedback and input to help grow the library as a resource for the Discovery community.\n\n
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