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User Interface Design Style Guides are not dead, the just smell funny

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User Interface Design Style Guides are not dead, the just smell funny

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The presentation of the submitted paper by Michael Bechinie, Manfred Tscheligi and Markus Murtinger at the international UXPA conference in Toronto, Canada 2017.

The presentation of the submitted paper by Michael Bechinie, Manfred Tscheligi and Markus Murtinger at the international UXPA conference in Toronto, Canada 2017.

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User Interface Design Style Guides are not dead, the just smell funny

  1. 1. Usability User Experience User Interface Design User Interface Design Style Guides are Not Dead THEY JUST SMELL FUNNY Michael Bechinie | Head of Experience Design | bechinie@usecon.com #UXPA2017 | uxpa2017.org #UIDSG
  2. 2. Design style…
  3. 3. #UIDSG 3Source: Museum Boppard
  4. 4. #UIDSG 4Source: didatticarte.it Chair No 14
  5. 5. • New technique > bentwood • One distinct style > variations • Industrial production process • Very successful business • By 1930 Thonet had sold 50 million chairs A solid construction plan, a style guide and an effective production process led to a successful business. Thonet – a modern design company #UIDSG 5Source: didatticarte.it
  6. 6. Todays’ IT ecosystem #UIDSG 6
  7. 7. • Todays' business world consists of omni-channel applications (web, mobile, POS, appliances, …) • Especially business applications have mostly web-frontends • Many different tools out to document patterns, based on code (HTML, CSS, JS) Complex application ecosystem #UIDSG 7Source: Bechinie
  8. 8. What challenges do we have to face? #UIDSG 8
  9. 9. • Often “good” screen and flow based interaction patterns are not in place > nothing to be documented • Corporate and web style guides lack of elements > not appropriate for applications • Applications of today are extensive > prone to inconsistencies • Distributed projects and teams > communication gaps Cope with incomplete and inconsistent design documentation. Shortcomings in design management #UIDSG 9Source: Pexels
  10. 10. • Dependence on UX / Design mindset of the client > hostile attitude • Will take a lot of time > (missing) budget? • Added value is often not seen by the client • Challenges of developing “modern” applications within (IT) constraints  E.g. legacy IT-frameworks > based on classical web-forms, interactions were designed with (necessary) server roundtrips in mind  Mix of legacy system with current frameworks, like JFS (Java Server Faces) Style guide (SG) challenges #UIDSG 10Source: Pexels
  11. 11. Benefits of SGs for different groups Users Developers Business End Users More consistency leads to reduced errors Less frustration Increased morale Improved efficiency Increased confidence Reduced resistance to new technology #UIDSG 11Source: Gale 1996 Developers Maintain control over look and feel Minimize reinvention Capitalize on learning Enable production of reusable software Reduce development time Reduce arbitrary design decisions Business Produce usable systems that reduce support costs and increase user satisfaction Increase market awareness Increase product awareness Reduce training costs Improve staff retention Increase user acceptance of new systems
  12. 12. How do we get there? #UIDSG 12
  13. 13. There are different types of style guides #UIDSG 13
  14. 14. • Platform style guide (e.g. mobile, web, GUI,…) • Corporate style guide (colours, typography, logo, brand) • Application family style guide (products within a certain group of products) • Application style guide (single application) • Web style guide (for websites: contend focused, pixel perfect) • Development framework style guide (e.g. bootstrap) • Service design style guide (processes) Style guide ≠ Style guide Each SG type has a different goal #UIDSG 14
  15. 15. Let’s focus on User Interface Design Style Guides – UIDSGs #UIDSG 15
  16. 16. • Preserve consistency within and between applications • Promote good design practice • Get groups working together • Provide repository for design guidelines and standards • Work as training aid for new members of the product team • Should be part of knowledge management A UIDSG is a strategic tool for design management. UIDSG goals #UIDSG 16
  17. 17. • Replace a detailed User Interface Specification • Substitute step of interaction design • Ensure usability per se • Make sure that the application performs the tasks required either by the end users or the business A UIDSG is (just) a piece in the portfolio of different UX activities to ensure the quality of a system, product or service. What a UIDSG can’t do #UIDSG 17
  18. 18. • Develop pattern based • Include also general usability principles • Think from “Button to Business” • Develop screen based patterns  Page types (e.g. start, search, gallery etc.)  Screen components (e.g. form, table etc.)  User Interface widgets • Interaction based  Flows (e.g. switch from read to write mode, master > details)  CRUD (C-reate, R-etrieve, U-pdate, D-elete)  etc. A clear strategy keeps the development of an UIDSG on track. Every UIDSG needs a strategy #UIDSG 18 Source: Garret 2002
  19. 19. Lists  info boxes  figures  tables  document changes How to Work with the UIDSG Introduction  goals of the UIDSG  interface strategy  intended user groups  liability  deviations  IT framework General Guidelines  prioritized usability guidelines / heuristics  accessibility User Interface Design Framework  structure of pages  page types  screen patterns  interaction patterns UI Widgets  inactivity of UI widgets  abbreviations  text input fields  link and button classes  icons  order of buttons  list selection  labels  scrolling Visual Design  icon design  colours  sample screens Default Settings Online Help and Documentation  guidelines for developing help content Reference Documents Icon List Glossary Screen Width Classes Annex Index Every UIDSG needs a standard TOC to cover important aspects of the application(s). UIDSG basic table of contents (TOC) #UIDSG 19
  20. 20. Feedback Consistency Efficiency Flexibility Wording in the users’ language Match between users and real world (mental model) Clearly marked exits Task orientation Control Minimize memory load - Recognition rather than recall Transparency Recovery and forgiveness Aesthetics and emotional effect Affordance Nielsen, Molich Design Heuristics #UIDSG 20 Source: Nielsen, Molich 1994
  21. 21. In which ways can an UIDSG be implemented? #UIDSG 21
  22. 22. • Single document  E.g. WORD, PDF  Stored on a server, intranet etc. • Interactive  HTML, Wiki: text with screenshots  Interactive: try out components, code samples, descriptive text, tables, screenshots • Production tools There is neither right / wrong nor a single tool to develop and manage an UIDSG. Single document vs. interactive #UIDSG 22
  23. 23. Practicability of Production Tools Tool Draw Wireframes Annotation Wireframes Visual Design Write main UISG Body Make UISG Interactive Export Content Word PPT Axure Sketch Markdown CSS / HTML #UIDSG 23 Low Medium High Practicability
  24. 24. • Research project > experiments with tailored content, in relation to user groups  Only partly successful: people have the feeling to miss something, good search wins over showing only tailored content • Relevance of UIDSG changes over time for specific user groups to different extent  Developers > if patterns are developed and implemented in the framework > no use to look it up in the UIDSG. Also valid for colours > they are implemented in the CSS framework  Business analyst (working with architecture tools) > they need design patterns to write their functional requirements documents  Tester > they need usability test cases to check the conformity of a system against the UIDSG The relevance of an UIDSG for different groups changes over time. Different content for different users? #UIDSG 24
  25. 25. higher lower UIDSG Relevance Dev. internal Once the UIDSG patterns are in a dev. framework Relevance once the UIDSG is in place Dev. external Guidance for the development of components Bus. Use patterns in business analysis Test. Use guidelines / test cases to check the UI UX. Develop consistent patterns Source: Bechinie
  26. 26. Is there a process the helps to develop and manage an UIDSG ? #UIDSG 26
  27. 27. UIDSG development (1) Initialize and Plan (2) Understand and Define (3) Develop (4) Evaluate and Refine (5) Deploy and Train (6) Lessons learned and Iterate 27 Accompanying project activities Governance, Promotors, Awareness activities etc. Basic UIDSG development process
  28. 28. UIDSG development (1) Initialize and Plan (2) Understand and Define (3) Develop (4) Evaluate and Refine (5) Deploy and Train (6) Lessons learned and Iterate • Goals  Get funding  Define team and UIDSG owner  Setup project and roadmap  Define main goals for the UIDSG • Results  Team in place with clear responsibilities  Prioritized goals 28 (1) Initialize and Plan Accompanying project activities Governance, Promotors, Awareness activities etc.
  29. 29. UIDSG development (1) Initialize and Plan (2) Understand and Define (3) Develop (4) Evaluate and Refine (5) Deploy and Train (6) Lessons learned and Iterate • Goals  Analysis of current state of system / documentation  Collect insights and feedback  Define user group(s)  Inspect tool stack • Results  Content strategy  Results from reviews  Target audience  Tool-chain 29 (2) Understand and Define Accompanying project activities Governance, Promotors, Awareness activities etc.
  30. 30. UIDSG development (1) Initialize and Plan (2) Understand and Define (3) Develop (4) Evaluate and Refine (5) Deploy and Train (6) Lessons learned and Iterate • Goals  Define TOC  Document / define needed UID and IxD patterns  Write collateral chapters  Prepare icon list  Provide conformity check list • Results  Main body of the UIDSG  Accompanying material 30 (3) Develop Accompanying project activities Governance, Promotors, Awareness activities etc.
  31. 31. UIDSG development (1) Initialize and Plan (2) Understand and Define (3) Develop (4) Evaluate and Refine (5) Deploy and Train (6) Lessons learned and Iterate • Goals  Quality assurance by different user groups  Review content  Test tool stack  First signed off version • Results  Improvements  Identification of missing content  Iterated, confirmed v1.0 31 (4) Evaluate and Refine Accompanying project activities Governance, Promotors, Awareness activities etc.
  32. 32. UIDSG development (1) Initialize and Plan (2) Understand and Define (3) Develop (4) Evaluate and Refine (5) Deploy and Train (6) Lessons learned and Iterate • Goals  Publishing UIDSG at the target platform (single document and/or interactive version)  Train the user groups • Results  In place UIDSG  Interactive templates  Conformity-test cases  Icons and icon-list  Informed and skilled teams 32 (5) Deploy and Train Accompanying project activities Governance, Promotors, Awareness activities etc.
  33. 33. UIDSG development (1) Initialize and Plan (2) Understand and Define (3) Develop (4) Evaluate and Refine (5) Deploy and Train (6) Lessons learned and Iterate • Goals  Quality assurance of the process  Plan and budget next version • Results  Improved UIDSG development process  Editorial plan 33 (5) Lessons Learned and Iterate Accompanying project activities Governance, Promotors, Awareness activities etc.
  34. 34. UIDSG development (1) Initialize and Plan (2) Understand and Define (3) Develop (4) Evaluate and Refine (5) Deploy and Train (6) Lessons learned and Iterate • Goals: Get funding, define team and UIDSG owner, setup project and roadmap, define main goals for the UIDSG • Results: Team in place with clear responsibilities, prioritized goals • Goals: Analysis of current state of system / documentation, collect insights and feedback, define user group(s), inspect tool stack • Results: Content strategy, results from reviews, target audience, tool- chain • Goals: Define TOC, document / define needed UID and IxD patterns, write collateral chapters, prepare icon list, provide conformity check list • Results: Main body of the UIDSG, accompanying material • Goals: Publishing UIDSG at the target platform (single document and/or interactive version), train the user groups • Results: In place UIDSG, interactive templates, conformity-test cases, icons, icon-list, informed and skilled teams • Goals: Quality assurance of the process, plan and budget next version • Results: Improved UIDSG development process, editorial plan 34 • Goals: Quality assurance by different user groups, review content, test tool stack, first signed off version • Results: Improvements, identification of missing content, iterated, confirmed v1.0 Accompanying project activities Governance, Promotors, Awareness activities etc. Cheat Sheet: Basic UIDSG development process
  35. 35. Why SGs fail, how to resolve 1/4 Problem Solution We will see how the style guide project evolves. Following an "organic flow" in the project is not efficient; plan at least 3 to 4 months for the initial version. #UIDSG 35Source: Wilson 2001, Constantine & Lockwood 1999, Own experience We do the style guide just with the operational people to avoid complex discussions. If key stakeholders and developers in general have no input to the style guide the acceptance is threatened. To save time we give it to someone externally to write the style guide. Externals with no connection to the style guide group are “Aliens”; form a team and define a style guide owner. We just follow existing platform style guides. Every project needs specific guideline, platform guides can be just a part of them.
  36. 36. Why SGs fail, how to resolve 2/4 Problem Solution The style guide has to be exhaustive. The content itself of a style guide needs a preceding strategy: what to include and what will stay in other places (e.g. concrete requirements / analysis documents of specific projects) #UIDSG 36 The style guide is our “universal remedy“. Besides the guide itself it needs also a standardizing process. We will include the best and newest interaction patterns in our style guide. What goes in the style guide must be cross checked with existing / planned in-house development frameworks. Many users say that our style guide is not usable. Iteratively test and inspect the document.
  37. 37. Why SGs fail, how to resolve 3/4 Problem Solution I have to read so much to get the point. Too much running text is not effective; use additional info-boxes, annotated screen, tables, index etc. #UIDSG 37 It's inconvenient to check whether the systems conforms to our style guide. A conformity checklist or usability test cases are a tool for testers for formal conformity checks (e.g. during functional tests). Our tools are all separated; it's so time- consuming to ensure that I use the right pattern. Prevent (too many) media disruptions and aim for least possible touchpoints.
  38. 38. Why SGs fail, how to resolve 4/4 Problem Solution The style guide will spread itself, we just send out a link. Plan a good communication / training plan for introducing the style guide; otherwise misunderstandings are predestined. #UIDSG 38 The style guide is here, now we are done. The management of the style guide is at least much important than the initial development. Provide a method for updating the style guide and develop reasonable rules on when new standards must be enacted
  39. 39. • Think in iterations. Start early in an application project with the development. Initial version of the UIDSG can be “slim” • Content development will be always “with your back pointing into the future” • “Have the guts” to change existing (bad) UID / IxD patterns over time, based on feedback  From usage of the document itself by user groups  From users of the implemented applications, e.g. conducted usability test Tips and tricks 1/2 #UIDSG 39Source: Bechinie
  40. 40. • Plan review session with the user groups • Create backlog for topics that rise from different teams / projects that don't go directly in the current version of the UIDSG • Include new topics, only when they are thought through • Use the UIDSG also for conformity checks  E.g. write specific usability test cases, give them to the software testers for their test routines  Use your defect tracking system to document the usability bugs (violations of the UIDSG) An UIDSG will be at any stage incomplete and somewhat blurred. Tips and tricks 2/2 #UIDSG 40Source: Bechinie
  41. 41. high low Level of Consistency UIDSG consistency and completeness high low Level of Completeness Project A Project B Project D Project … Project C Project E UIDSG development Contributions by different projects to the UIDSG Situation: line of gaze while developing an UIDSG will always point into the past. Source: Bechinie Initial System
  42. 42. high low Level of Consistency Initial System UIDSG consistency and completeness high low Level of Completeness Project A Project B Project D Project … Project C Project E UIDSG development Contributions to the UIDSG by different projects Source: Bechinie Version 1 Version 2 Version 3
  43. 43. And how does this work in the wild…? #UIDSG 43
  44. 44. A case study #UIDSG 44
  45. 45. • eGovernment application range • Digital Data Management (DDM) for environment and waste management  Applications have to ensure legal security  Cloud system, data warehouse in Austria  AA level of accessibility • Laws for the protection of: health, soil, air, water • Cooperation of different stakeholder: authorities, companies, experts • Cross administrative business processes  Prepare and submit waste balances  Obligations to report to local authorities and EU  Management of notifications of permissions  Expert assessments Case study: Digital Data Management (DDM) #UIDSG 45Source: Bechinie
  46. 46. • 53.5 million tons waste per year in Austria (approx. 900,000 box wagons) • Waste has to be: moved, stored, utilized, deposed • Ecosystem of complex business applications  45.000 registered users (companies)  1.500 public official users (federal, provincial/district level)  800.000 reports / year are submitted DDM facts #UIDSG 46Source: Bechinie
  47. 47. • Very fragmented application ecosystem • Different age of each single applications • Hardly any consistency within / between app. • Legacy front end framework, form based • Usability: big room for improvement • Industry stakeholder very dissatisfied • New app. projects have already started • Style document: 10 page, out dated Wake up call: new DDM technical director identified need: improve usability, we need an UIDSG. Starting point of the UIDSG project #UIDSG 47Source: Pexels
  48. 48. • Client budgeted UX activities, UIDSG development • Ownership of UIDSG: technical DDM director • Usability group was installed • “A Team” was defined • Biweekly jour fixe of usability group  Discussion of current (design, usability) issues from the projects, provide concrete solutions  Invite people to join and discuss their questions (e.g. analysist) Project setup #UIDSG 48
  49. 49. Usability Group #UIDSG 49 Test. Software testing team monitors overall app consistency, based on UIDSG UX. UX team develops UID and IxD patterns, writes main body of UIDSG Arch. Internal system archi- tecture provides IT framework, develops components Auth. Contracting authority = Ministry for Environment Proj. Business analysts of the different projects participate in the Usability Jour Fixe Bus. Biweekly Usability Jour Fixe IT Technical Director has overall DDM responsibility, UIDSG owner Source: Bechinie
  50. 50. UIDSG toolchain and development workflow #UIDSG 50
  51. 51. #UIDSG 51 Wireframes UID patterns, annotations UID specification document Annotation of visual design screens Main UIDSG body Icon list UX. UID, IxD pattern for business analysis Usability test cases Single UIDSG document Icons Website with interactive examples, templates, code CSS framework with components Usability bugs Source: Bechinie
  52. 52. Example documents #UIDSG 52 Single UIDSG document Icon list
  53. 53. #UIDSG 53 Review of UIDSG Bus. Dev. internal Test. UX. UX team develops UID and IxD patterns, writes main UIDSG body Single UIDSG document UIDSG development workflow Usability Group Iterations, quality assurance Source: Bechinie Auth. Official sign off for UIDSG
  54. 54. • Consistency within and between DDM applications has improved • Overall DDM usability has improved (checked by usability tests, SUS-scores) • General acceptance of DDM application by end users (companies, authorities) is higher than 4 years ago (feedback from users) • Value of UIDSG is recognized by: developers, analysts, testers (feedback within different team meetings) • Awareness towards consistency within the whole organization has been raised (topic is much more thematised) What return did we generated? #UIDSG 54Source: Pexels
  55. 55. • Versioning  Annotations in the UIDSG for parts that have changed to the last version are helpful, e.g. annotations in the single Word document • Interpretation of UIDSG  It still needs humans to explain the UIDSG to avoid misinterpretations  Find balance between too loose (too much room for interpretation) and too rigid definitions and rules (it’s not possible to define every case within complex applications) Lessons learned 1/3 #UIDSG 55Source: Bechinie
  56. 56. • Content  Take out content redundancies (writing the same content at different positions in the single document)  Enhance cross referencing of content within the single document  Improve the clarity of rationality behind (design) decisions in the UIDSG • Management  Improve reaction time of UIDSG group towards questions from projects Lessons learned 2/3 #UIDSG 56Source: Bechinie
  57. 57. • Application  Findability of topics in the document must be improved  Testability of code against UIDSG has to be improved by prioritising and clustering of usability test cases • Deployment  Single document has its value but is at its limit with 250 pages > index, table of contents, table of figures, annotated screens, bad/good examples, icon-list  Annotations what has changed and the search function of the word processor helps to find the information needed  Provide a single document (DOC,PDF) and an interactive version (HTML) for the UIDSG body Lessons learned 3/3 #UIDSG 57Source: Bechinie
  58. 58. • UIDSG development needs its own project • Install a quality group • Define a tool chain that fits your general setup • Start early, think and develop in iterations • Provide easy and interactive access • Bring the content to the tasks of the user groups • Use it as a conversation tool among stakeholders • Use the UIDSG also for conformity checks • Conduct trainings • Do a lessons learned session from time to time Wrapping up #UIDSG 58Source: Pexels
  59. 59. Is there a take home mantra? #UIDSG 59
  60. 60. Doesn't replace human centred design activity Is part of the design management Will be always incomplete Isn't a licence to stop thinking A solid UIDSG and an effective management process leads to a successful application. A User Interface Design Style Guide… Michael Bechinie USECON Head of Experience Design bechinie@usecon.com @beemcog #UIDSG 60Source: Bechinie

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