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Case studies of implementing BS 8878 (CSUN 2012)

Why is embedding web accessibility into your organisation's culture and processes so important? And what do organisations who have done this using BS 8878 say are the benefits? In this presentation Jonathan Hassell, the Standard's lead-author, answers these questions and poses one of his own: should BS 8878 become an International Standard, and if so, how?

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Case studies of implementing BS 8878 (CSUN 2012)

  1. 1. © hassellinclusion Case studies of implementing BS 8878 & why embedding accessibility is so important Prof Jonathan Hassell (@jonhassell) Director, Hassell Inclusion ltd. Lead-author, BS 8878 Chair, BSI IST/45 (drafting committee for BS 8878) CSUN 2012 2nd March 2012
  2. 2. © hassellinclusion What I’ll cover… • Why is everyone talking about embedding and processes? • If we need a Standard for that, why consider this one from Britain? • What is it? 8878 in 88 seconds… • Don‟t take my word for it, I wrote it – listen to these guys… • What was good • What was bad • What was hard • Could it work here? A view from America – Jeff Kline‟s perspective • So could this British Standard be useful worldwide?
  3. 3. © hassellinclusion About Jonathan Hassell • 10+ years experience in accessibility and inclusion • regular international speaker and thought leader • lead author of UK Accessibility Standards BS 8878 & chair of its drafting committee • former Head of Usability & Accessibility, BBC Future Media • led work to embed accessibility across BBC web, mobile and IPTV production teams • Won BIMA 2008 & Access-IT@Home awards for the accessibility features of BBC iPlayer • Product Manager of innovative, award-winning products: • won IMS Global Learning Impact Award 2010 for MyDisplay • won „Best Usability & Accessibility‟ BIMA 2006 for My Web, My Way • 3 x Bafta-nominated for rich-media eLearning projects using breakthrough accessibility technologies for disabled children
  4. 4. © hassellinclusion Being booked on the last afternoon isn’t ideal…
  5. 5. © hassellinclusion But it’s given me the chance to listen, and this is what I heard…
  6. 6. © hassellinclusion We all agree (in at least 7 sessions…) it’s time to be strategic about accessibility
  7. 7. © hassellinclusion But not (yet) on how to do that…
  8. 8. © hassellinclusion Created by accessibility experts from: Training already delivered to:Reviewed publicly worldwide by: • 328 accessibility experts worldwide • incl: experts in personalisation, aging, mobile accessibility, IPTV, inclusive design, usability, user- research and testing, disability evangelism Thankfully, in the UK we’ve already spent years discussing this and getting that agreement…
  9. 9. © hassellinclusion 1Why is embedding accessibility in your processes important?
  10. 10. © hassellinclusion Let’s take a familiar UK airline…
  11. 11. © hassellinclusion … which is being sued for not being accessible to blind people
  12. 12. © hassellinclusion All hands to the pump on remediation…
  13. 13. © hassellinclusion But you need to fix the problem in the process, not the product, to prevent it re-occurring
  14. 14. © hassellinclusion 1. Purpose 2. Target audiences 3. Audience needs 4. Preferences & restrictions 5. Relationship 6. User goals 1st stage: The right research & thought before you start 7. Degree of UX 8. Inclusive cf. personalised 9. Delivery platforms 10. Target browsers, OSes, ATs 11. Create/procure, in-house/contract 12. Web technologies 2nd stage: Making strategic choices based on that research 13. Web guidelines 14. Assuring accessibility 15. Launch information 16. Post-launch plans 3rd stage: Production, launch, update cycle BS 8878’s process in 88 seconds - to hear visit: www.bs8878in88seconds.com
  15. 15. © hassellinclusion An informed way of making good decisions • every decision taken could affect whether the product will include or exclude disabled and elderly people • so every decision should be: – recognised as a decision – have all options and implications considered – made based on justifiable reasoning – noted in the Web Product’s Accessibility Policy for transparency • at every step of the process
  16. 16. © hassellinclusion An accessibility process that is harmonised with user-centred/inclusive design processes • relating web accessibility to wider human- centred and inclusive design practices From: ISO/FDIS 9241-210 Human-centred design for interactive systems • and bringing in concepts of user-personalised approaches…
  17. 17. © hassellinclusion 2Why is embedding accessibility in your organisation important?
  18. 18. © hassellinclusion The accessibility of your web products is in all these people’s hands… Designers Writers Project Mgrs Product Mgrs Finance Legal Marketing Strategy Snr Mgrs Research & TestersDevelopers
  19. 19. © hassellinclusion Embedding motivation Designers Writers Project Mgrs Product Mgrs Finance Legal Snr Mgrs Research & TestersDevelopers • Need to motivate each group… • Or just use a business case for the top level and set policy top to bottom… – check out OneVoice business cases… Marketing Strategy
  20. 20. © hassellinclusion Embedding responsibility Designers Writers Project Mgrs Product Mgrs Finance Legal Marketing Strategy Snr Mgrs Research & TestersDevelopers • Work out whose responsibility accessibility should ultimately be… • Make sure they delegate (and monitor results) well • Make sure those delegated to are trained in their responsibilities
  21. 21. © hassellinclusion Embedding through strategic policies Designers Writers Project Mgrs Product Mgrs Snr Mgrs TestersDevelopers Finance Legal Marketing Strategy • create an Organizational Web Accessibility Policy to strategically embed accessibility into the organization’s business as usual • including where accessibility is embedded in: • web procurement policy • web technology policy • marketing guidelines • web production standards (e.g. compliance with WCAG, browser support, AT support)
  22. 22. © hassellinclusion BS8878’s support for the ‘key role’ of accessibility program manager
  23. 23. © hassellinclusion The full guide on how to use BS 8878 to embed accessibility in your organisation – available summer 2014 • the full guide on how to transform your organisation to achieve the consistent creation of web sites and apps that are usable and accessible to all your customers, at the most efficient cost • with practical case-studies from leading accessibility experts worldwide, including: • Jennison Asuncion (Canada), • Debra Ruh & Jeff Kline (USA), • Andrew Arch (Australia) • David Banes (Qatar) • Axel Leblois (UN) For information on the book’s publication, free access to video case-studies, and a chance of winning the book… click below
  24. 24. © hassellinclusion 3BS 8878 impact & adoption in the UK
  25. 25. © hassellinclusion “We are delighted with the uptake. The Standard is now being applied across a range of sectors, including central and local government, the NHS, police, retail, housing, education and charities. It shows that there is a real need for clear, non-technical guidance that complements WCAG 2.0 and can help steer those commissioning the development of web products through the entire life-cycle. What‟s more, the last twelve months have seen encouraging initiatives from Government in recognition of the important role that accessibility plays as an enabler of digital inclusion.” David Fatscher, BSI Sector Development Manager Uptake of the Standard
  26. 26. © hassellinclusion “We needed a set of guidelines that are practical and relatively easy to follow for people creating our Virtual Learning Environments and learning content who aren‟t just web developers. BS8878 ticks all the boxes for us, as it includes advice for those procuring as well as developing websites.” E.A. Draffan, Research Fellow in Electronics & Computer Science Use on eGovernment websites
  27. 27. © hassellinclusion “We needed a set of guidelines that are practical and relatively easy to follow for people creating our Virtual Learning Environments and learning content who aren‟t just web developers. BS8878 ticks all the boxes for us, as it includes advice for those procuring as well as developing websites.” E.A. Draffan, Research Fellow in Electronics & Computer Science Use on education websites
  28. 28. Use by SME disability/accessibility service providers “As a small organisation whose prime purpose is to promote accessibility, we decided to design and build our own website using BS8878 to guide us. The biggest hurdle was where to actually start. Luckily Jonathan Hassell provided us with the answers we needed during a training session he gave to one of our clients who has also decided to work towards conformance with the Standard. And once we started, we found it relatively easy to move forwards ” Cam Nicholl, Director of Sales & Service Development, DAC
  29. 29. “Organisations are now coming to AbilityNet with a clearer perspective on what is involved in inclusive design, and with an appreciation that accessibility isn’t just a bolt-on component that all too often drops off when the wrong decisions have been made. We’ve also heard fewer horror-stories of design briefs that have been short on detail when it comes to specifying accessibility, which often leads to a long battle to achieve it – a battle which isn’t always won. “ Robin Christopherson, Head of Digital Inclusion, AbilityNet Use by larger disability/accessibility service providers
  30. 30. “Our students use BSS8878 as a framework in assignments such as improving the accessibility of a real website linking a group of older people in the UK to groups in three other countries. The Standard guides them in identifying the specific needs of older people through inclusive design and develops their problem solving skills by requiring them to prepare design briefs which prioritise solutions that would work for everyone.” Suzette Keith, Tutor MSc Digital Inclusion, Middlesex University Use in inclusive design courses & training
  31. 31. “The majority of people involved in procuring web and app design services (or responsible for internal legislative compliance) will find BS8878 a far more accessible document than the W3C's technical guidelines, and provides a framework that goes beyond a list of technical design requirements. BS8878 emphasises, and this is important, that simply complying with the WCAG guidelines is unlikely to meet the requirements of the Equality Act. As BS8878 explains, organisations can't simply carry out an automated tick box check of the HTML, but instead need to user test the site or app itself to ensure that it actually is accessible.” “ Martin Sloan, Legal Associate in the Technology, Information and Outsourcing Group at Brodies LLP Recommendation by legal services
  32. 32. © hassellinclusion 4Case Studies
  33. 33. Royal Mail BS 8878 in action Rob Wemyss Head of Accessibility Royal Mail Group
  34. 34. 34 Royal Mail Group • We are the sole provider of the UK‟s Universal Postal Service • We reach everyone in the UK through our mails, Post Office and parcels business • BS 8878 is an integral part of our web accessibility strategy • BS 8878 has given us the framework to help reduce costs and improve the quality when delivering accessible web products for our customers
  35. 35. 35 How we have used BS 8878 • Additional framework to existing accessibility process • Added value by getting focus on accessibility early • Helps project stakeholders understand our accessibility requirements • Used as gating process for suppliers • Gets planning for testing in early • Great framework for documenting important decisions throughout the project lifecycle
  36. 36. 36 Helping deliver projects • Used to deliver new redesign of Royal Mail website from the ground up • Includes updated user journeys based on extensive research into how our customers use the web • Detailed personalisation of content based on personas • Principles behind 8878 are perfect for this • Also used on smaller BAU projects to help deliver the best possible products for customers
  37. 37. 37 Does it help? • Yes… helps shake out the decisions and makes risk visible for evaluation at all stages • Makes it easier when dealing with multiple stakeholders • Gives structure to accessibility discussions – especially remediation ones when procured products do not meet standards • Used to help educate 20+ suppliers • Makes more sense to suppliers than rules of WCAG as they get the value of usability so accessibility doesn‟t feel like a spanner in the works • Accepts deficiencies are likely on launch, but makes them clear for future planning…
  38. 38. 38 Room for improvement • Documentation can be time consuming • Need a way to input information collaboratively • Dashboard to help people engage with the information in the document • Suppliers not always aware of BS 8878 • £100 for a document is a barrier for smaller suppliers • Need for a “lite version” of standard with simple explanations to give suppliers the appetite to want to read it
  39. 39. 39 Should it be an International Standard? • Don‟t see any reason why not • It combines accessibility, usability and quality of delivering a project – which is the same requirement all over the world • Technology is delivered globally, so an international standard would help with procurement • „Technically accessible‟ technology can sometimes miss the mark – understanding how users will use technology is what it‟s all about
  40. 40. © hassellinclusion And, yes, I eat (and blog about) ‘my own dog food…’ at www.hassellinclusion.com
  41. 41. © hassellinclusion 5So it’s useful, but could it be better…?
  42. 42. © hassellinclusion Future-proofing that it’s already got • “Beyond tick-lists”: BS 8878 as a means of integrating accessibility & usability • for organisations that only do usability, this aligns accessibility with what they already do • for organisations that only do accessibility, this provides a way of going beyond tick-box accessibility and situates it in something more meaningful to people “Working through BSI 8878 and the implication it can have for PIP. Brilliant standard and so incredibly useful. Thanks @jonhassell !!” Simon Hurst, Dept of Work and Pensions • Can it be applied to mobile and apps? • Yes • Can it be applied to software? • Yes, with a few modifications (browser only applicable to web, as is the emphasis on rapid versioning)
  43. 43. © hassellinclusion How BS 8878 could be improved… • It should clarify how the BS 8878 process can be used to enrich existing processes, rather than require their replacement: • for organisations that already have a user-centred production process, they can fit these steps into it easily and it will make perfect sense • for organisations that have a process but it isn’t user-centred, this adds that emphasis and missing steps (user-research and iterative testing) to their process • and for organisations that don’t have a process yet, they get a best-practice one (e.g. see websitein1day.co.uk) • BS 8878 would be more useful if tools existed to enable it to be easily applied • Hassell Inclusion are already working on a suite of such tools • Watch this space for announcements…
  44. 44. © hassellinclusion Would the Standard be more useful if it was an International, not just British, Standard…?
  45. 45. © hassellinclusion 6An expert American view… and potential way ahead
  46. 46. Strategic IT Accessibility: Enabling the Organization About the book • Approaches IT accessibility holistically • Deals with “organizational enablement” vs. “technical enablement” • Discusses the why‟s and how‟s of integrating IT accessibility into relevant areas of an organization where it plays a role • Includes realistic scenarios • Targeted at diverse audience of leaders and consultants – Corporate executives or agency heads – CIOs and other executive-level IT positions – Development executives – Strategic planners – Project managers – Human resources executives and top-level mgt. – Corporate and governmental legal professionals – Communications professionals at all levels – Public and private-sector consultants / business- services – Education management for K-12 and universities About the author • Managed IBM‟s Corporate Accessibility Compliance and Consulting team • Now serves as Statewide Electronic and Information Coordinator for the Texas • 18 years in R&D management at IBM – Hardware (industrial design, graphic design, human factors, usability) – Software (operating system GUI design and development, system usability) • Author website: strategicaccessibility.com
  47. 47. © hassellinclusion Jeff Kline on what BS 8878 and Strategic IT Accessibility can learn from each other… Watch the video at: http://www.youtube.com/watch ?v=bUSd18ebPmU
  48. 48. © hassellinclusion Any other cross-country difficulties…? • Different countries, different laws… • although legal details are already separated into BS8878‟s annexes to aid this localisation • In the USA, unlike the UK, is writing down and publishing your reasoning behind accessibility decisions a risk rather than mitigating factor? • some have argued that this might be the case • the question is: is having written down your (justifiable) reasons for not including an accessibility feature more defensible than not having any evidence that you‟ve considered the needs of disable at all? • Does BS 8878 have enough detail? • covers all the important points for embedding accessibility in any organisation, but not the detail (especially for large, multi-nationals) • Jeff‟ Kline‟s book is great for providing some of that detail
  49. 49. © hassellinclusion Does it provide a useful new focus for accessibility? Would you want to work in a team/organisation where: • you‟d be expected to take accessibility seriously by product managers • you'd be in a team where each member knows what accessibility expects from them • managers would ask you to follow a user-centred design process (like I guess you want anyway) • managers would ask you for/give you real-world user-research to help good decision making • you'd be empowered to make decisions re accessibility, as long as you can justify them, and write them down • you'd have the freedom to create product variations where users‟ needs diverge • you'd have a place to find best practice help for accessible design beyond the web • you'd be asked to test products for accessibility, alongside usability, to the level the budget will allow (and managers would be aware of the limited benefits of cheaper options) • you'd be freed from the impossibility of doing everything you could possibly do for v1.0, as long as you tell your audience why and when they‟ll get what they need
  50. 50. © hassellinclusion What route to an International Standard…? ? ?
  51. 51. © hassellinclusion
  52. 52. © hassellinclusion Get latest news, tools, blogs, training: www.hassellinclusion.com/bs8878/ Join the community & discussion: www.meetup.com/bs8878-web-accessibility/
  53. 53. © hassellinclusion • the full guide on how to transform your organisation to achieve the consistent creation of web sites and apps that are usable and accessible to all your customers, at the most efficient cost • with practical case-studies from leading accessibility experts worldwide, including: • Jennison Asuncion (Canada), • Debra Ruh & Jeff Kline (USA), • Andrew Arch (Australia) • David Banes (Qatar) • Axel Leblois (UN) For information on the book’s publication, free access to video case-studies, and a chance of winning the book… send us your details via the form on the next slide Find out more in my forthcoming book – available summer 2014
  54. 54. © hassellinclusion Training & support for BS8878 Standards Innovation www.hassellinclusion.com Strategy & research
  55. 55. © hassellinclusion Get in touch… e: jonathan@hassellinclusion.com t: @jonhassell w: www.hassellinclusion.com