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                 Design Guidelines:
                  Real-Life Stories

                 IA Summit, 5 April 2013

                           300px




      200px
                  #uxguidelines            200px
The real-life stories




                                                  JDSU was acquiring additional
                                                  companies, and their products
           An engineering company with            looked different.
           interfaces for multiple types
           of devices




           1 year




2013.4.5                                   # uxguidelines                @leslo   2
The real-life stories




                                                   Blackboard was embarking
           An education platform with a
                                                   on a major refresh of all their
           suite of applications and APIs          product interfaces.
           for external developers




           5 years




2013.4.5                                    # uxguidelines                   @leslo   3
The real-life stories




                                              Xerox has been around since
                                              1937, and the brand identity was
           A company providing
           document management
                                              (literally) all over the place.
           equipment and
           other related services



           9 years




2013.4.5                               # uxguidelines                @leslo      4
How to achieve identity and consistency?
                         Design guidelines
                                                           Mission
                 Photos            Corporate
                                    identity
             Social
  Voice
             Media
                                   Desktop
Office                Websites
docs                                     Apps
                               Mobile
         Packaging
                      Icons

 E-learning                                  Videos
                      Collateral

               Ads                      Signage
       QR         Industrial
     codes
  2013.4.5          design                # uxguidelines             @leslo   5
Design guidelines
                                                           Mission
                 Photos            Corporate
                                    identity                         UX design principles
             Social
  Voice                                                              UCD + usability
             Media
                                   Desktop                           (processes, templates, research)
Office                Websites
                                                                     Visual
docs                                     Apps
                               Mobile                                Interaction + navigation
         Packaging
                      Icons                                          Text

                                             Videos                  Accessibility
 E-learning
                      Collateral
                                                                     Code + assets
               Ads                      Signage
                                                                     Help + manuals
       QR         Industrial
     codes
  2013.4.5          design                # uxguidelines                     @leslo                     6
REAL-LIFE STORY




  RACHEL SENGERS       Interaction Designer, Design for Context   @rachseng




2013.4.5                  # uxguidelines
2013.4.5   # uxguidelines   @rachseng   8
The style guide initiative

           USABILITY
           INITIATIVE
                                         STYLE
                                         GUIDE




2013.4.5                # uxguidelines           @rachseng   9
TECHNIQUE


   Workshop week




2013.4.5           # uxguidelines   @rachseng   10
TECHNIQUE


   Workshop week




            Do product             Daily
           walkthroughs          breakout            Periodic group
                                 sessions               debriefs
            Brainstorm           on topics
              topics




2013.4.5                  # uxguidelines     @rachseng                11
VIDEO


                                                         Management
                                                         support is key

                                                         And so is
                                                         bottom-up
                                                         support!


           BRUCE VOTIPKA   Usability Architect at JDSU




2013.4.5                          # uxguidelines           @rachseng      12
STRATEGIC APPROACH


    Focus on visual guidelines first
                                                           Mission
                 Photos            Corporate
                                    identity                         UX design principles
             Social
  Voice                                                              UCD + usability
             Media
                                   Desktop                           (processes, templates, research)
Office                Websites
                                                                     Visual
docs                                     Apps
                               Mobile                                Interaction + navigation
         Packaging
                      Icons                                          Text
                               Instruments
                                             Videos                  Accessibility
 E-learning
                      Collateral
                                                                     Code + assets
               Ads                      Signage
                                                                     Help + manuals
       QR         Industrial
     codes
  2013.4.5          design                # uxguidelines                    @rachseng                   13
VIDEO


                                                         Manageable steps

                                                         Don’t bite off too
                                                         much at once

                                                         …So you can
                                                         show something
                                                         tangible early on
           BRUCE VOTIPKA   Usability Architect at JDSU




2013.4.5                          # uxguidelines           @rachseng          14
KEY CONCEPT


   Low-hanging fruit


      • Look for the biggest bang
        for the buck
      • For existing
        products, choose which
        parts of the interface to
        upgrade




2013.4.5                 # uxguidelines   @rachseng   15
EXAMPLE




2013.4.5      # uxguidelines   @rachseng   16
EXAMPLE




2013.4.5      # uxguidelines   @rachseng   17
EXAMPLE




2013.4.5      # uxguidelines   @rachseng   18
REAL-LIFE STORY




           ROB FAY      Formerly UX Architect, Blackboard Learn   @robfay




2013.4.5               Design Guidelines: Real-Life Stories
Platforms




2013.4.5   # uxguidelines   @robfay   20
VIDEO


                                                                 Brand new UI
                                                                 Convey vision
                                                                 Shared
                                                                 understanding


           STEPHANIE WEEKS   Vice President of User Experience




2013.4.5                               # uxguidelines              @robfay       21
Scope
                                                       Mission
                 Photos            Corporate
                                    identity                     UX design principles
             Social
  Voice                                                          UCD + usability
             Media
                                                                 (processes, templates, research)
Office                Websites
                                                                 Visual
docs                                  Apps
                                                                 Interaction + navigation
         Packaging
                      Icons                                      Text

                                         Videos                  Accessibility
 E-learning
                      Collateral
                                                                 Code + assets
               Ads                  Signage
                                                                 Help + manuals
       QR         Industrial
     codes
  2013.4.5          design            # uxguidelines                     @robfay                    22
QUALITY
                              ASSURANCE
              USER                                  SOFTWARE
           EXPERIENCE                              ENGINEERING
                                      QA

              UX                                            SE



                        PM                   PE

                    PRODUCT                PERFORMANCE
                   MANAGEMENT               ENGINEERING


2013.4.5                 # uxguidelines           @robfay        23
EXAMPLE




2013.4.5      # uxguidelines   @robfay   24
Pattern types




                                      Component

                                      Behavior

                                      Page

                                      Page flow


2013.4.5   # uxguidelines   @robfay               25
Bug
           Wiki                    Tracking




2013.4.5          # uxguidelines              26
Bug
           Wiki                    Tracking




2013.4.5          # uxguidelines      @robfay   27
Bug
           Wiki                    Tracking




2013.4.5          # uxguidelines      @robfay   28
QA



           UX                                        SE

                       STEERING
                      COMMITTEE




                PM                              PE

2013.4.5             # uxguidelines   @robfay             29
GUIDELINES




                                    QA

            UX                                     SE

                          FEATURE X




                  PM                      PE



2013.4.5                # uxguidelines   @robfay        30
GUIDELINES




                                    QA

            UX                                     SE

                          FEATURE X




                  PM                      PE



2013.4.5                # uxguidelines   @robfay        31
Staff training




2013.4.5   # uxguidelines   @robfay   32
Culture change


                                           USER
                                        EXPERIENCE




           MARKETING




2013.4.5               # uxguidelines            @robfay   33
Culture change


                                           USER
                                        EXPERIENCE




           MARKETING




2013.4.5               # uxguidelines            @robfay   34
Culture change


                                           USER
                                        EXPERIENCE




           MARKETING




2013.4.5               # uxguidelines            @robfay   35
Culture change


                                           USER
                                        EXPERIENCE




           MARKETING




2013.4.5               # uxguidelines            @robfay   36
Culture change


                                           USER
                                        EXPERIENCE




           MARKETING




2013.4.5               # uxguidelines            @robfay   37
REAL-LIFE STORY




   CHRIS MERKEL      Former Creative Lead, Xerox Corporate Internet Marketing   @merkelwerks




2013.4.5                   Design Guidelines: Real-Life Stories
Xerox’s brand was well-established




2013.4.5             # uxguidelines   @merkelwerks   39
In the beginning …

           Brand Book


             History
                                           Product
                                                          Marketing
                                              1
              Voice


              Color                        Product
                                              2

             Logos

                                           Product
              Print                           3



2013.4.5                  # uxguidelines             @merkelwerks     40
More & more product divisions evolved…

           Brand Book    Production           Office       Software


             History          Color           Color         Color


              Voice          Logos             Type         Type


              Color           Print           Logos         Icons


             Logos            Web              Print       Logos


              Print      Presentations         Web          Print


                           Manuals         Presentations    Web
2013.4.5                  # uxguidelines
The problem now?                            Silos.




                                  By alandberning at: www.flickr.com/photos/14617207@N00/4872111479 /




2013.4.5         # uxguidelines                         @merkelwerks                                    42
The many faces of Xerox in 2004 …

                                           Xerox Supplies
                                                                           Xerox.com
                                                                           Homepage




                                      DocuShare Software
                                          Homepage




2013.4.5             # uxguidelines                         @merkelwerks               43
I offer to include www in Brand Central


                                    Brand Central


           History    Voice       Color           Logos          Print      Web




                                     Xerox.com

            Code      Writing     Color          Patterns      Layouts     Access




2013.4.5                        # uxguidelines              @merkelwerks            44
Bringing consistency & color to Xerox.com

              Xerox Homepage                    Production Category                        Xerox Supplies




                                                                          Product Detail
                                                                              Page




2013.4.5                       # uxguidelines                         @merkelwerks                          45
Each program added to Brand Central

           Product X        User Experience            Branding
                            Approval?                  Approval?

            Interface                     Yes                    Yes



            Manuals            No                        No



           Marketing
                                                                 Brand Central


           Terminology
                                                                     Web          Marketing


                                    Send changes
                                    to product team                  Industrial      Legal




2013.4.5                 # uxguidelines               @merkelwerks                            46
Guidelines are referenced in all projects

                 PPG                                                XOG

            VP, North American
                                                            VP, Xerox Office Group
               Sales Group

                                    Brand Central
           2004: Xerox.com                                  2004: Xerox.com
             Homepage                                         Homepage



              2005: Print               Xerox.com,
              Production                 Website               DocuShare
               Products                 Guidelines
                                                             VP, Enterprise Software
                                                                  Business Unit

           2006: Audience
            Segmentation                                     2006: Audience
                                                              Segmentation



2013.4.5                         # uxguidelines      @merkelwerks                      47
VPs and product groups began to talk

                 PPG                                                         XOG

            VP, North American
                                                                     VP, Xerox Office Group
               Sales Group


                                    Brand Central
           2004: Xerox.com                                           2004: Xerox.com
             Homepage                                                  Homepage
                                     Manager, Worldwide
                                          Brand
              2005: Print
              Production                                                DocuShare
               Products              VP, Internet Marketing

                                                                      VP, Enterprise Software
                                                                           Business Unit

           2006: Audience
                                        Xerox.com,
            Segmentation                                              2006: Audience
                                         Website
                                                                       Segmentation
                                        Guidelines


2013.4.5                         # uxguidelines               @merkelwerks                      48
Other disciplines became interested

                                 Brand Central

                                New specification
           Technology             guidelines:                           Marketing


                                     Industrial Design



                                       Social Media



                                       Government
                                                                   HR, Legal, Corpora
           Professional
                                                                          te
             Services
                                     Office templates




2013.4.5                      # uxguidelines             @merkelwerks                   49
Xerox’s re-branding, 2007-2011




2013.4.5           # uxguidelines   @merkelwerks   50
Brand training was added…




2013.4.5         # uxguidelines   @merkelwerks   51
By 2009, all departments are represented…




2013.4.5                 # uxguidelines   @merkelwerks   52
… with guides from all channels & media




2013.4.5                # uxguidelines   @merkelwerks   53
Why invest in design guidelines?




2013.4.5            # uxguidelines   @leslo   54
QUALITY
                              ASSURANCE
              USER                                 SOFTWARE
           EXPERIENCE                             ENGINEERING
                                      QA

              UX                                           SE



                        PM                   PE

                    PRODUCT                PERFORMANCE
                   MANAGEMENT               ENGINEERING


2013.4.5                 # uxguidelines           @leslo        55
By alandberning at: www.flickr.com/photos/14617207@N00/4872111479/




2013.4.5   # uxguidelines                            @leslo                                      56
What will help?



              Management support & allocation
               of resources.


              Cross-divisional participation &
               shared ownership of the guidelines.




2013.4.5                    # uxguidelines   @leslo   57
What will help?



              Manageable steps: demonstrate
               success, strengthen your case.

              Allowing the process to grow organically to
               get buy-in.




2013.4.5                    # uxguidelines   @leslo          58
Marketing
                                                                                                     Architecture

                                                                                                                                                              Mechanical
                                                                                                                                                              Engineering

                                                     Contextual                                  Spatial
                                                    Requirements                               Experience
                                                                                                                                                                             Electrical
                                                                          Digital                                                                                           Engineering
                                                                         Signage

                                             Information                                           Interactive
                                             Architecture                                         Environments                                          Industrial
                                                                                                                                                         Design
                              Functional
                             Requirements                                                                             Ubiquitous
                                                                                                                      Computing
                                                                               Guidance                                                                                                   Philosophy
                                                                               Systems
                                                      Navigation
                                                       Design                                      Media
    Computer                                                                                    Installations
     Science                         Data & Info                                                                            Interactive           Human
                                                                                                                                                                                                       Cognitive
                                                                     Application                                                                                                                       Science
                                    Visualization                                                                            Controls            Computer
                                                                      Design
                                                                                                                                                Interaction
                Software
               Development


                               Generative                                            User Interface                                                                    Human Factors
                                                                                                                                           Usability
                                Design
                                                                                        Design                                            Engineering                  & Ergonomics                       Psychology




                                          Communication                                                                Interaction
                                                                                                                         Design
                                             Design                                                                                                                                               Sociology
                                                                                          User Interface
                                                                                          Scenography
                                                                                                                 Scenario
                                                                                                                  Design
                                Writing




                                                                                            Motion Design                    Sound
                                                                                                                             Design
                                                                                                                                                                              Graphic by Chris Merkel
                                              User Experience
                                                  Design                                                                           Audio
                                                                                                                                 Engineering                                  Based on “The Disciplines
                                                                                                                                                                              of User Experience”
                                                                                                                                                                              Dan Saffer (2008)



2013.4.5                                                           # uxguidelines                                                              @leslo                                                                  59
RACHEL            ROB                    CHRIS         LESLEY
              SENGERS            FAY                   MERKEL       HUMPHREYS
             @rachseng         @robfay              @merkelwerks       @leslo

           Interaction      Interaction            Director of      Interaction
           Designer         Designer               UX               Designer

           Design for       Design for             American Inst.   Design for
           Context          Context                of Architects    Context
                            Formerly at            Formerly at
                            Blackboard             Xerox




                         Resources: bit.ly/12pinhG
2013.4.5                          # uxguidelines                                  60

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Design Guidelines: Real-Life Stories

  • 1. Gotham Rounded MT, 32/24px Border: 1px solid #8296cf Design Guidelines: Real-Life Stories IA Summit, 5 April 2013 300px 200px #uxguidelines 200px
  • 2. The real-life stories JDSU was acquiring additional companies, and their products An engineering company with looked different. interfaces for multiple types of devices 1 year 2013.4.5 # uxguidelines @leslo 2
  • 3. The real-life stories Blackboard was embarking An education platform with a on a major refresh of all their suite of applications and APIs product interfaces. for external developers 5 years 2013.4.5 # uxguidelines @leslo 3
  • 4. The real-life stories Xerox has been around since 1937, and the brand identity was A company providing document management (literally) all over the place. equipment and other related services 9 years 2013.4.5 # uxguidelines @leslo 4
  • 5. How to achieve identity and consistency? Design guidelines Mission Photos Corporate identity Social Voice Media Desktop Office Websites docs Apps Mobile Packaging Icons E-learning Videos Collateral Ads Signage QR Industrial codes 2013.4.5 design # uxguidelines @leslo 5
  • 6. Design guidelines Mission Photos Corporate identity UX design principles Social Voice UCD + usability Media Desktop (processes, templates, research) Office Websites Visual docs Apps Mobile Interaction + navigation Packaging Icons Text Videos Accessibility E-learning Collateral Code + assets Ads Signage Help + manuals QR Industrial codes 2013.4.5 design # uxguidelines @leslo 6
  • 7. REAL-LIFE STORY RACHEL SENGERS Interaction Designer, Design for Context @rachseng 2013.4.5 # uxguidelines
  • 8. 2013.4.5 # uxguidelines @rachseng 8
  • 9. The style guide initiative USABILITY INITIATIVE STYLE GUIDE 2013.4.5 # uxguidelines @rachseng 9
  • 10. TECHNIQUE Workshop week 2013.4.5 # uxguidelines @rachseng 10
  • 11. TECHNIQUE Workshop week Do product Daily walkthroughs breakout Periodic group sessions debriefs Brainstorm on topics topics 2013.4.5 # uxguidelines @rachseng 11
  • 12. VIDEO Management support is key And so is bottom-up support! BRUCE VOTIPKA Usability Architect at JDSU 2013.4.5 # uxguidelines @rachseng 12
  • 13. STRATEGIC APPROACH Focus on visual guidelines first Mission Photos Corporate identity UX design principles Social Voice UCD + usability Media Desktop (processes, templates, research) Office Websites Visual docs Apps Mobile Interaction + navigation Packaging Icons Text Instruments Videos Accessibility E-learning Collateral Code + assets Ads Signage Help + manuals QR Industrial codes 2013.4.5 design # uxguidelines @rachseng 13
  • 14. VIDEO Manageable steps Don’t bite off too much at once …So you can show something tangible early on BRUCE VOTIPKA Usability Architect at JDSU 2013.4.5 # uxguidelines @rachseng 14
  • 15. KEY CONCEPT Low-hanging fruit • Look for the biggest bang for the buck • For existing products, choose which parts of the interface to upgrade 2013.4.5 # uxguidelines @rachseng 15
  • 16. EXAMPLE 2013.4.5 # uxguidelines @rachseng 16
  • 17. EXAMPLE 2013.4.5 # uxguidelines @rachseng 17
  • 18. EXAMPLE 2013.4.5 # uxguidelines @rachseng 18
  • 19. REAL-LIFE STORY ROB FAY Formerly UX Architect, Blackboard Learn @robfay 2013.4.5 Design Guidelines: Real-Life Stories
  • 20. Platforms 2013.4.5 # uxguidelines @robfay 20
  • 21. VIDEO Brand new UI Convey vision Shared understanding STEPHANIE WEEKS Vice President of User Experience 2013.4.5 # uxguidelines @robfay 21
  • 22. Scope Mission Photos Corporate identity UX design principles Social Voice UCD + usability Media (processes, templates, research) Office Websites Visual docs Apps Interaction + navigation Packaging Icons Text Videos Accessibility E-learning Collateral Code + assets Ads Signage Help + manuals QR Industrial codes 2013.4.5 design # uxguidelines @robfay 22
  • 23. QUALITY ASSURANCE USER SOFTWARE EXPERIENCE ENGINEERING QA UX SE PM PE PRODUCT PERFORMANCE MANAGEMENT ENGINEERING 2013.4.5 # uxguidelines @robfay 23
  • 24. EXAMPLE 2013.4.5 # uxguidelines @robfay 24
  • 25. Pattern types Component Behavior Page Page flow 2013.4.5 # uxguidelines @robfay 25
  • 26. Bug Wiki Tracking 2013.4.5 # uxguidelines 26
  • 27. Bug Wiki Tracking 2013.4.5 # uxguidelines @robfay 27
  • 28. Bug Wiki Tracking 2013.4.5 # uxguidelines @robfay 28
  • 29. QA UX SE STEERING COMMITTEE PM PE 2013.4.5 # uxguidelines @robfay 29
  • 30. GUIDELINES QA UX SE FEATURE X PM PE 2013.4.5 # uxguidelines @robfay 30
  • 31. GUIDELINES QA UX SE FEATURE X PM PE 2013.4.5 # uxguidelines @robfay 31
  • 32. Staff training 2013.4.5 # uxguidelines @robfay 32
  • 33. Culture change USER EXPERIENCE MARKETING 2013.4.5 # uxguidelines @robfay 33
  • 34. Culture change USER EXPERIENCE MARKETING 2013.4.5 # uxguidelines @robfay 34
  • 35. Culture change USER EXPERIENCE MARKETING 2013.4.5 # uxguidelines @robfay 35
  • 36. Culture change USER EXPERIENCE MARKETING 2013.4.5 # uxguidelines @robfay 36
  • 37. Culture change USER EXPERIENCE MARKETING 2013.4.5 # uxguidelines @robfay 37
  • 38. REAL-LIFE STORY CHRIS MERKEL Former Creative Lead, Xerox Corporate Internet Marketing @merkelwerks 2013.4.5 Design Guidelines: Real-Life Stories
  • 39. Xerox’s brand was well-established 2013.4.5 # uxguidelines @merkelwerks 39
  • 40. In the beginning … Brand Book History Product Marketing 1 Voice Color Product 2 Logos Product Print 3 2013.4.5 # uxguidelines @merkelwerks 40
  • 41. More & more product divisions evolved… Brand Book Production Office Software History Color Color Color Voice Logos Type Type Color Print Logos Icons Logos Web Print Logos Print Presentations Web Print Manuals Presentations Web 2013.4.5 # uxguidelines
  • 42. The problem now? Silos. By alandberning at: www.flickr.com/photos/14617207@N00/4872111479 / 2013.4.5 # uxguidelines @merkelwerks 42
  • 43. The many faces of Xerox in 2004 … Xerox Supplies Xerox.com Homepage DocuShare Software Homepage 2013.4.5 # uxguidelines @merkelwerks 43
  • 44. I offer to include www in Brand Central Brand Central History Voice Color Logos Print Web Xerox.com Code Writing Color Patterns Layouts Access 2013.4.5 # uxguidelines @merkelwerks 44
  • 45. Bringing consistency & color to Xerox.com Xerox Homepage Production Category Xerox Supplies Product Detail Page 2013.4.5 # uxguidelines @merkelwerks 45
  • 46. Each program added to Brand Central Product X User Experience Branding Approval? Approval? Interface Yes Yes Manuals No No Marketing Brand Central Terminology Web Marketing Send changes to product team Industrial Legal 2013.4.5 # uxguidelines @merkelwerks 46
  • 47. Guidelines are referenced in all projects PPG XOG VP, North American VP, Xerox Office Group Sales Group Brand Central 2004: Xerox.com 2004: Xerox.com Homepage Homepage 2005: Print Xerox.com, Production Website DocuShare Products Guidelines VP, Enterprise Software Business Unit 2006: Audience Segmentation 2006: Audience Segmentation 2013.4.5 # uxguidelines @merkelwerks 47
  • 48. VPs and product groups began to talk PPG XOG VP, North American VP, Xerox Office Group Sales Group Brand Central 2004: Xerox.com 2004: Xerox.com Homepage Homepage Manager, Worldwide Brand 2005: Print Production DocuShare Products VP, Internet Marketing VP, Enterprise Software Business Unit 2006: Audience Xerox.com, Segmentation 2006: Audience Website Segmentation Guidelines 2013.4.5 # uxguidelines @merkelwerks 48
  • 49. Other disciplines became interested Brand Central New specification Technology guidelines: Marketing Industrial Design Social Media Government HR, Legal, Corpora Professional te Services Office templates 2013.4.5 # uxguidelines @merkelwerks 49
  • 50. Xerox’s re-branding, 2007-2011 2013.4.5 # uxguidelines @merkelwerks 50
  • 51. Brand training was added… 2013.4.5 # uxguidelines @merkelwerks 51
  • 52. By 2009, all departments are represented… 2013.4.5 # uxguidelines @merkelwerks 52
  • 53. … with guides from all channels & media 2013.4.5 # uxguidelines @merkelwerks 53
  • 54. Why invest in design guidelines? 2013.4.5 # uxguidelines @leslo 54
  • 55. QUALITY ASSURANCE USER SOFTWARE EXPERIENCE ENGINEERING QA UX SE PM PE PRODUCT PERFORMANCE MANAGEMENT ENGINEERING 2013.4.5 # uxguidelines @leslo 55
  • 56. By alandberning at: www.flickr.com/photos/14617207@N00/4872111479/ 2013.4.5 # uxguidelines @leslo 56
  • 57. What will help?  Management support & allocation of resources.  Cross-divisional participation & shared ownership of the guidelines. 2013.4.5 # uxguidelines @leslo 57
  • 58. What will help?  Manageable steps: demonstrate success, strengthen your case.  Allowing the process to grow organically to get buy-in. 2013.4.5 # uxguidelines @leslo 58
  • 59. Marketing Architecture Mechanical Engineering Contextual Spatial Requirements Experience Electrical Digital Engineering Signage Information Interactive Architecture Environments Industrial Design Functional Requirements Ubiquitous Computing Guidance Philosophy Systems Navigation Design Media Computer Installations Science Data & Info Interactive Human Cognitive Application Science Visualization Controls Computer Design Interaction Software Development Generative User Interface Human Factors Usability Design Design Engineering & Ergonomics Psychology Communication Interaction Design Design Sociology User Interface Scenography Scenario Design Writing Motion Design Sound Design Graphic by Chris Merkel User Experience Design Audio Engineering Based on “The Disciplines of User Experience” Dan Saffer (2008) 2013.4.5 # uxguidelines @leslo 59
  • 60. RACHEL ROB CHRIS LESLEY SENGERS FAY MERKEL HUMPHREYS @rachseng @robfay @merkelwerks @leslo Interaction Interaction Director of Interaction Designer Designer UX Designer Design for Design for American Inst. Design for Context Context of Architects Context Formerly at Formerly at Blackboard Xerox Resources: bit.ly/12pinhG 2013.4.5 # uxguidelines 60

Notes de l'éditeur

  1. Hi, good morning!Welcome to Design Guidelines, Real Life StoriesThere’s our hash tag, use it for the tweets!We came together as a panel on this topic because we’ve all worked on style guideline projects and we know how hard they can be to get off the ground, to get momentum, and to maintain over time.They’re often considered a lower priority because they’re overhead/internal, and it can very often feel like a lot of cats to herd.That said, these projects are also a prime opportunity to engage with clients and colleagues outside of IA/UX – to “build bridges to people who know nothing about what we do.”So what we wanted to do was present our real-life experience and share some of the things we’ve learned with you today.
  2. We’re going to tell you three stories about companies that have embarked on guidelines projects. Each is at a different stage of development.Rachel is going to tell you about JDSU, an engineering company with multiple devices that also found itself in the midst of several corporate acquisitions (time)
  3. Rob is going to talk about Blackboard, an education platform with a suite of applications and APIs kicking off a major comprehensive redesign (time)
  4. And finally Chris will describe how Xerox, which I think most of us have heard of as a provider of business equipment and services, had to align its brand identity over about 20 different channels and platforms! Fitting for them they’ve been at it the longest, about nine years.
  5. So all 3 of these companies were faced witha similar challenge, which is, “How do we achieve consistency across our products and strengthen and maintain our brand identity?”To answer this challenge they decided to develop design guidelines. These are just a few of the categories of guidelines that might be familiar to you.
  6. Now, within this larger universe of categories,we expect that you all probably focus on websites and applications.[CLICK NEXT]And, within websites & applications, you might find these types of guidelines gathered together in one repository or kept in different depts or divisions across your organization.Here’s where the non-practitioners can still figure in: you may be working with PMs, writers, developers, QA people – all these folks will need to understand how your brand is expressed and your product is made.We’ll have time at the end of our talk for questions.So here’s the first of our stories: Rachel with JDSU.
  7. I’m Rachel from DfC, I have been working with JDSU on their design guidelines projectEngineeringcompany that makes test & measurement devices used in telecommunications industry, and instruments that use optical technologies
  8. Distributed/decentralized teams,located around the world, working on different productsMultiple platforms/interfaces – they make equipment with non-HTML interfaces, and also web-based desktop apps, mobile phone & tablet apps, Windows desktop client software[Click Next]Company also acquires new products thru mergers and acquisitionsAs you can imagine, this all can be a recipe for inconsistency.
  9. So, JDSU embarked on an effort this past year to bring more consistency to their various interfaces – the Style Guide initiative.[Next]The Style Guide project is a subcomponent of a larger initiative to bake usability and user-centered design processes into JDSU’s software development lifecycle. JDSU engaged my company, Design for Context, as consultants to help JDSU develop these initiatives.
  10. Early on in the process, JDSU and Design for Context organized a Style Guide “workshop week” to kickstart the design guidelines.[Next]We brought people from across the globe together to hammer out the start of the guidelines. Representatives from the different product lines. It was cross-functional – included people from software development, engineering, corporate branding, marketing, and more.[Next]
  11. Each team came prepared with a walkthrough of their interfaces, to show at the workshop.[Next]During the week, the group split into smaller workgroups to work on specific topics – color and branding, fonts, icons, online help, terminology, and UX workflows (i.e. interaction patterns.)[Next]We reconvened periodically for debriefs with the whole group.After this week, these topical workgroups continued to flesh out the guidelines, and some of the team members worked on a governance strategy for applying the guidelines to the company’s products
  12. Before the workshop week, upper management had already recognized the importance of creating a style guide. And there were some key players on the ground who were pushing for it- such as this person, Bruce Votipka.And then some really big things came out of the workshop week:First, the people who attended the workshop became ambassadors throughout the company for the Style Guide and that helped gain buy-in.Secondly, it established the concept of “workgroups”, to work out the different parts of the Style Guide.Now we’ll hear some words from Bruce on these themes.[Play video]So, the style guide got support from management down to the grassroots level.And it is managed as a real project, with a steering committee that meets regularly and it has a Project Manager to keep the work on track.
  13. A strategic decision was made early on: Develop overarching high-level design principles, visual design guidelines, terminology, and help first….…And work on the interaction design patterns later.[CLICK]Meanwhile, guidelines for the UCD process were being worked out as a separate project.Benefits of focusing on visual guidelines first:Easier to implement in existing productsEasier to show a tangible result to the company and customers earlier onEasier for upper management to grasp and see the value of the Style GuideMakes products look consistent even if the UX workflows are not that consistent yet
  14. A key mantra at JDSU has been – let’s not bite too much off at once. They decided to focus on the visual guidelines first, and within that, they decided to start small. They broke their work into smaller, manageable chunks so the team would not get bogged down. They could build on small successes to keep the momentum moving.[Play video]
  15. So… you just heard Bruce mention the concept of” low-hanging fruit.” Using this approach, you decide which parts of the style guide to develop first.Design for the most common platforms firstFocus on UI elements with the broadest reach, common use – e.g. headers and navigation menus, tables, forms, buttonsCreate a common color paletteLibrary of most common iconsTriage which products to upgrade. Examples of criteria:Flagship productsProducts commonly used togetherProducts that are not due to retire anytime soonProducts that are due for a major new release (work in the new visual design)For each product, decide which parts of interface to upgrade. For example:If you can’t adopt the new icon visual design yet,you could use consistent metaphors for icons (from the library) Maybe you focus on login screens and splash screensCommon header on the screensCompany logo on the screens, in a consistent locationCertain standard links in consistent placesConsistent use of terminologyWork in the company-wide color palette
  16. I’d like to close out by showing you some examples from the style guideExample from the design for the test & measurement instrumentsLight theme and dark theme provided, so product teams can choose which works best for their context, or provide end users with ability to select a themeHigh contrast theme because the interfaces are used in poor lighting conditions
  17. Example from the look for desktop web apps. Provided a light and dark theme.
  18. Excerpt from the icon library that is showing instructions on how to generate new icons in the JDSU style, so that product teams could create additional icons for their own product’s needs and contribute back into the library.___________________A couple words in closingFirst: I hope this case study inspired those of you in the audience who are UX consultants – as you can see, you can play a role in kickstarting your clients’ design guideline efforts!Secondly: For both consultants and people who work internally at companies - consider the company’s culture. Use a process that works with that culture. For JDSU, a distributed, decentralized process was more appropriate than a top-down, centralized approach.___________________(RS notes: Special thanks toBruce Votipka andClint Moats from JDSU for their help in putting this case study together)
  19. I want to tell you the story of how an educational technology company integrated design guidelines into their software development process and how this process unexpectedly impacted company culture.
  20. Blackboard Learn is the flagship division from which the company was originally formed. Over the years the company produced more products and services. But with the growth came risk that each platform could become silod.
  21. When I started working with the company back in 2007 they were going through the effort of giving their traditional learning management system a complete overhaul, so the VP of UX felt that it was an opportunity to start thinking about coming up with some guidelines. Here are her words.[video clip]So there were a few goals. Not only to share a design vision with the rest of the company, but to gain buy-in and a shared understanding among the functional areas within the product development teams.
  22. Because Product Development was focused on delivering software, the goals were to have a framework that:Increased usability through the consistent application of UI components and behaviorsSaved resources through code reuseFreed up resources to innovate[CLICK]So in this chart, Bb first focused on Interface Guidelines, [CLICK]then separately tackled defining the UCD process and company design principles.
  23. How?Meet with stakeholders across Product Development to get input on necessary elements - QA, engineers, designersMeet with stakeholders (engineering, PM) to determine what reusable UI can be realistically implemented within scope
  24. How?Draft #1 (seen here) example guideline includes an image, summary, rules of usage, exceptions, and engineering “tag”Later ideas include: accessibility considerations, text considerations, usability research
  25. How?[CLICK]Started with Page Types [CLICK]worked our way smaller (Components and Behaviors)As software supported more asynchronous interactions, we found we needed to define certain behaviors, such as drag and drop.[CLICK]Worked our way larger (Page lows)
  26. How?As an enterprise company, we used an enterprise wiki and bug tracking software to assist with the development of our products.
  27. The wiki makes it easy for us to quickly update the guidelines and determine who should have access to it (Product Development > Bb Learn or to other divisions, or even external stakeholders like third party developers)The challenge was keeping it up-to-date, particularly with up-to-date screenshots
  28. Another idea we had was to develop a process where people could request that new patterns be added. This didn’t work so well. One reason may be the formality of it. Another may be the culture of using bug tracking software was specifically for reporting on very specific software issues that needed to be addressed.
  29. Originally there was an idea of a “Steering Committee” to meet regularly to discuss patterns and representative stakeholders would share with their functional teams. However, it didn’t work because it required too much overhead and it was too formal.
  30. What worked?A more organic approach where only the UX person needed to be responsible for applying the guidelines during new feature work.
  31. What worked?A more organic approach where only the UX person needed to be responsible for applying the guidelines during new feature work.
  32. What Worked:Staff onboarding – new staff were oriented to the Design Framework as a resource
  33. What Worked?It got teams talking, both within division and across divisions.
  34. It first got teams talking within the same division. For example, although Marketing and UX do not overlap much, we realize that Marketing owns the style and branding guidelines, which can impact the product.
  35. We also saw opportunities to work across divisions when other product teams looked for design feedback.
  36. The obvious goal is that the guidelines as an opportunity to encourage design discussions across divisions._______________________________________Key takeawaysAllow it to grow organically for best buy-inEncourage shared ownershipInvest in “overhead” projects
  37. Thank Rob, previous presenterExplain role at Xerox, with Xerox.comI started in 2004Xerox re-branding went on for several yearsBut first, understand some history
  38. Xerox had a developed brand since biggest successes in 1950sWhen I joined the company, hunting down this “digital X” across Xerox.com sites was one of my first projects“The Document Company” was no longer relevant to the company with software
  39. In earlier days of the company, with smaller product lines:Product lines were fewer,easier to manage the brand in product industrial design, marketing, and manualsBranding was simpler, with logo and few colors and typefacesIndustrial design was simpler, with fewer shapes, and 1-colour screens
  40. Product lines diversified as Xerox expanded into office products, software, and servicesVerticals began to diverge in branding simply due to time constraintsBy 2004, brand management had difficulty keeping up with oversight due to process
  41. Lack of central communication created silos between divisionsTektronix purchase gave Xerox colour, yet brand integration was difficultKept its websiteKept its marketing groupKept its voice & toneKept its more agile spiritXerox.com was less agile, moved slower technologically
  42. Silo’d design appeared across Xerox.com sitesCommon elements are thereSmall differences reduced visual trust in brandEspecially critical for Design professionals, Production printing offices,Managed services in enterprise & gov
  43. I noticed this potentialAfter making connections and establishing trust, I offer to include Xerox.com in the main guidelines in late 2004Rather than keeping silo’d guidelinesXerox.com guidelines included references back to the main corporate ID systemWriting, tone of voiceColor systemLayouts & priority of information
  44. Trust from Brand Manager allowed me to expand the color systemKept ties with Xerox through industrial design“Celestial Blue” plastic colour of productsDuring the same process, I centralized Xerox.com typography, widgets, and layouts
  45. New site & user needs demanded the agile approach my Tektronix partners brought inProducts may need new UX on the website, or in their own interfacesWorkflow for approval went through UX and Branding, socialized through SMEs during processAccepted new patterns added to Brand CentralRe-work needed sent changes back to product team for revising
  46. During every Xerox.com project, I and my team referenced the guidelines at many stagesNotice that projects went across product divisions
  47. Those product divisions of course had VPsVPs talked about their projects with each other, and with marketingThe Xerox.com guidelines were often subjects
  48. Eventually they, and other groups reporting to them, came to the same conclusionsTechnology, Marketing, Professional Services, HR, even Legal & Corporate, came to myself and Brand Manager to ask to include their guidelines, too
  49. With this new structure, we were already in a good place when in 2006 we engaged with Interbrand, a global brand consultancy, to start planning the repositioning of the Xerox brandXerox brand and perceptions of it weren’t going anywhere, no matter the innovationsFoundation gave us a new logo, greatly expanded colour system, and a corporate typefaceI expanded the appearance of Xerox.com, following tenets of simplicity and space, from the new main guidelines
  50. Xerox Brand Management went so far as to give formal training on the brand foundationPreviously, this was informal, and not necessarily required of all new employeesIt was up to department leaders such as myself to present overall and specific guidelines
  51. Any department with a touch on the brand used to have their own silo’d specs or guidelinesNow, departments’ foundation guidelines are all housed in the same collection
  52. This includes specs for Product manualsPresentations and office documents of any kindMobile applicationsWebsites and online advertisementsInterfaces and industrial design for our physical productsEven billboard and vehicle signageDownloads may include:Spec manuals themselves, in PDF format for easy online/offline access, and printing,Fonts,Example filesKEY TAKEAWAYS - Facilitate, guide, &engageAnyone attending this IA Summit is a valuable director or facilitator for any size organization's repositioning, whether small business or global enterprise;Change may sometimes be a 'light switch' moment, of a big launch; and in other cases a rebranding operation may be 'glacial' in nature, through iterations;Leverage your connections, and foster a mutual trusting atmosphere with colleagues, clients and executives in your organization, which will help you and your ideas to grow in the future;
  53. Thanks Chris!So now we’ve heard 3 stories of companies at different stages of design guidelines development. Each of them made the decision to invest in design guidelines for similar reasons: they had disparate groups that needed to align to strengthen their process and their products.[CLICK]JDSU had Distributed/decentralized teams,located around the world, working on different product – and wanted more consistency
  54. Blackboard was undertaking an ambitious redesign and wanted to create a shared vision across functional teams
  55. Xerox with its global array of products and services and corporate acquisitions was heavily siloed and needed to unify under one brand identity and a coherent set of guidelines.
  56. So what did we learn from each of these stories that might help in future projects?Get upper mgmt support and get them to give you money, people, time!Recruit people from all over and encourage them to lead with you.
  57. The low-hanging fruit principle: start with manageable pieces.Grow the guidelines at a pace that’s suitable for your organization and your team.
  58. And finally, as UX practitioners, we feel we’re uniquely qualified to lead these types of initiatives. As each of our stories described, we can build relationships and trust across teams and hierarchies within our organizations.We may represent all these disciplines but ultimately it comes down to fostering effective communication about good user experience and good design both inside and outside of our discipline, and that’s really what we do best.Thank you for your time this morning!
  59. Put this at the end during Q&AADD THANKS! At the end