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Summary & case studies
of implementing BS 8878
Prof Jonathan Hassell (@jonhassell)

Director, Hassell Inclusion ltd.
Chair, BSI IST/45 (drafting committee for BS 8878)
eAccess-12 roundtable
28th June 2012

                                                     ©
What’s most important to you about accessibility?
What do you need?
                                            ©
BS 8878: it’s time to be strategic about accessibility…
                                               ©
‘what I want is to strategically embed inclusion
         into [my organisation’s] culture
        and business-as-usual processes,
rather than just doing another inclusion project’
                                        Most common request
                             from Heads of Diversity & Inclusion
                                       Vanguard Network 2011




                                             ©
Created by accessibility experts Reviewed publicly worldwide by:     Training already delivered to:
from:                            • 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 on agreement on how to do it…
                                                                                  ©
=   +



        ©
1
 Why is embedding
     accessibility
in a process useful?

              ©
But not on how to do UK airline…
 Let’s take a familiar that…
                                   ©
… But not on howsued for not being accessible to blind people
  which is being to do that…
                                               ©
All hands to the pump to ‘fix’ it…
                                     ©
But you need to fix the problem in the process,
not the product, to prevent it re-occurring
                                             ©
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




                                                      © hassellinclusion
Harmonising accessibility
with user-centred/inclusive design processes
•   relating web accessibility to wider human- •   and bringing in concepts of
    centred and inclusive design practices         user-personalised
                                                   approaches…




    From:
    ISO/FDIS 9241-210
    Human-centred design for
    interactive systems

                                                                 ©
1st stage:                 1. Purpose

             The right             2. Target audiences
             research


So you’re
             & thought              3. Audience needs

             before you        4. Preferences & restrictions
             start
                                      5. Relationship




 likely to                             6. User goals




be doing     2nd stage:
             Making
             strategic
                                     7. Degree of UX


                               8. Inclusive cf. personalised


             choices

 most of
                                   9. Delivery platforms

             based on        10. Target browsers, OSes, ATs
             that
             research      11. Create/procure, in-house/contract



the steps                         12. Web technologies




already…     3rd stage:
             Production,
             launch,
             update
                                    13. Web guidelines


                                14. Assuring accessibility


                                  15. Launch information
             cycle
                                  16. Post-launch plans




                                                                   ©
1st stage:                 1. Purpose

The right             2. Target audiences
research
& thought              3. Audience needs

before you        4. Preferences & restrictions
start
                         5. Relationship

                          6. User goals




2nd stage:              7. Degree of UX

Making
                  8. Inclusive cf. personalised
strategic
choices               9. Delivery platforms

based on        10. Target browsers, OSes, ATs
that
research      11. Create/procure, in-house/contract

                     12. Web technologies




3rd stage:             13. Web guidelines
Production,
                   14. Assuring accessibility
launch,
update               15. Launch information
cycle
                     16. Post-launch plans




  BS 8878’s process in 88 seconds
  – see: www.bs8878in88seconds.com
                                                      ©
Results in…



              Web             Web
              Product         Product
              Accessibility   Accessibility
              Policy          Statement




                                              © hassellinclusion
2
Why is embedding
   accessibility
in an organisation
      useful?
             ©
The accessibility of your web products
is in all these people’s hands…

                                           Snr Mgrs



               Finance           Legal          Marketing       Strategy



                           Project Mgrs        Product Mgrs



              Developers       Designers        Writers     Research & Testers
                                                            ©
Embedding motivation
•   Need to motivate each
    group…
•   Or just use a business                                  Snr Mgrs
    case for the top level and
    set policy top to bottom…
     –   check out OneVoice business
         cases…
                                 Finance          Legal          Marketing       Strategy



                                            Project Mgrs        Product Mgrs



                               Developers       Designers        Writers     Research & Testers
                                                                             ©
Embedding responsibility
•   Work out whose
    responsibility accessibility
    should ultimately be…                             Snr Mgrs
•   Make sure they delegate
    (and monitor results) well
•   Make sure those delegated
    to are trained in their Finance         Legal          Marketing       Strategy
    responsibilities



                                      Project Mgrs        Product Mgrs



                         Developers       Designers        Writers     Research & Testers
                                                                       ©
Embedding through
    strategic policies

                                                          Snr Mgrs



                            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 embeddedMgrs
                                       Project in:          Product Mgrs
     •   web procurement policy
     •   web technology policy
     •   marketing guidelines
     •   web production standards
                           Developers         Designers
         (e.g. compliance with WCAG, browser support, AT support)   Writers        Testers
                                                                              ©
Results in…



              Organizational
              Web
              Accessibility
              Policy




                               © hassellinclusion
Support for the ‘key role’ of accessibility program
manager
                                              ©
3BS 8878
impact & adoption
    in the UK

            ©
“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
                                              ©
“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




eGovernment websites
                                                                       ©
“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




Education websites
                                                                       ©
“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




SME disability/accessibility service providers
“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




Disability/accessibility service providers
“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




Inclusive design trainers
“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




 Legal services
4
Case Study


         ©
Royal Mail
BS8878 in action


                   Rob Wemyss
                   Head of Accessibility
                   Royal Mail Group
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.


                                                                  34
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

                                                            35
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

                                                               36
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
• Allows deficiencies on launch, but makes them clear in future
  planning…


                                                                             37
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 a barrier for smaller suppliers
• “Lite version” of standard with simple explanations to give
  them the appetite which would make them want to read it

                                                                38
And, yes, I eat (and blog about) ‘my own dog food…’




                                            ©
Summary: in a team/organisation that follows BS8878
•   you’ll be expected to take accessibility seriously by product managers
•   you’ll be in a team where each member knows what accessibility expects from them
•   they’ll ask you to follow a user-centred design process (like I guess you want anyway)
•   they’ll ask you for/give you real-world user-research to help good decision making
•   you’ll be empowered to make decisions re accessibility, as long as you can justify them,
    and write them down
•   you’ll have the freedom to create product variations where users’ needs diverge
•   you’ll have a place to find best practice help for accessible design beyond the web
•   you’ll be asked to test products for accessibility, alongside usability, to the level the
    budget will allow (and they’ll be aware of the limited benefits of cheap options)
•   you’ll 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
                                                                              ©
© hassellinclusion
If you need support & training – I’m happy to help...
                                                 ©
Training &                   Innovation
             support for
             BS8878
                           Standards
Strategy &
research
                                  www.hassellinclusion.com
                                         ©
Get slides on all 16 BS 8878 steps
www.hassellinclusion.com/bs8878/
                                     ©
Get latest news, tools, blogs, training:
                                 www.hassellinclusion.com/bs8878/




Join the community:
www.meetup.com/bs8878-web-accessibility/
                                                      ©
e: jonathan@hassellinclusion.com
t: @jonhassell
w: www.hassellinclusion.com
                                   ©

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eAccess-12 roundtable: Case Studies of Implementing BS 88878

  • 1. Summary & case studies of implementing BS 8878 Prof Jonathan Hassell (@jonhassell) Director, Hassell Inclusion ltd. Chair, BSI IST/45 (drafting committee for BS 8878) eAccess-12 roundtable 28th June 2012 ©
  • 2. What’s most important to you about accessibility? What do you need? ©
  • 3. BS 8878: it’s time to be strategic about accessibility… ©
  • 4. ‘what I want is to strategically embed inclusion into [my organisation’s] culture and business-as-usual processes, rather than just doing another inclusion project’ Most common request from Heads of Diversity & Inclusion Vanguard Network 2011 ©
  • 5. Created by accessibility experts Reviewed publicly worldwide by: Training already delivered to: from: • 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 on agreement on how to do it… ©
  • 6. = + ©
  • 7. 1 Why is embedding accessibility in a process useful? ©
  • 8. But not on how to do UK airline… Let’s take a familiar that… ©
  • 9. … But not on howsued for not being accessible to blind people which is being to do that… ©
  • 10. All hands to the pump to ‘fix’ it… ©
  • 11. But you need to fix the problem in the process, not the product, to prevent it re-occurring ©
  • 12. 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 © hassellinclusion
  • 13. Harmonising accessibility with user-centred/inclusive design processes • relating web accessibility to wider human- • and bringing in concepts of centred and inclusive design practices user-personalised approaches… From: ISO/FDIS 9241-210 Human-centred design for interactive systems ©
  • 14. 1st stage: 1. Purpose The right 2. Target audiences research So you’re & thought 3. Audience needs before you 4. Preferences & restrictions start 5. Relationship likely to 6. User goals be doing 2nd stage: Making strategic 7. Degree of UX 8. Inclusive cf. personalised choices most of 9. Delivery platforms based on 10. Target browsers, OSes, ATs that research 11. Create/procure, in-house/contract the steps 12. Web technologies already… 3rd stage: Production, launch, update 13. Web guidelines 14. Assuring accessibility 15. Launch information cycle 16. Post-launch plans ©
  • 15. 1st stage: 1. Purpose The right 2. Target audiences research & thought 3. Audience needs before you 4. Preferences & restrictions start 5. Relationship 6. User goals 2nd stage: 7. Degree of UX Making 8. Inclusive cf. personalised strategic choices 9. Delivery platforms based on 10. Target browsers, OSes, ATs that research 11. Create/procure, in-house/contract 12. Web technologies 3rd stage: 13. Web guidelines Production, 14. Assuring accessibility launch, update 15. Launch information cycle 16. Post-launch plans BS 8878’s process in 88 seconds – see: www.bs8878in88seconds.com ©
  • 16. Results in… Web Web Product Product Accessibility Accessibility Policy Statement © hassellinclusion
  • 17. 2 Why is embedding accessibility in an organisation useful? ©
  • 18. The accessibility of your web products is in all these people’s hands… Snr Mgrs Finance Legal Marketing Strategy Project Mgrs Product Mgrs Developers Designers Writers Research & Testers ©
  • 19. Embedding motivation • Need to motivate each group… • Or just use a business Snr Mgrs case for the top level and set policy top to bottom… – check out OneVoice business cases… Finance Legal Marketing Strategy Project Mgrs Product Mgrs Developers Designers Writers Research & Testers ©
  • 20. Embedding responsibility • Work out whose responsibility accessibility should ultimately be… Snr Mgrs • Make sure they delegate (and monitor results) well • Make sure those delegated to are trained in their Finance Legal Marketing Strategy responsibilities Project Mgrs Product Mgrs Developers Designers Writers Research & Testers ©
  • 21. Embedding through strategic policies Snr Mgrs 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 embeddedMgrs Project in: Product Mgrs • web procurement policy • web technology policy • marketing guidelines • web production standards Developers Designers (e.g. compliance with WCAG, browser support, AT support) Writers Testers ©
  • 22. Results in… Organizational Web Accessibility Policy © hassellinclusion
  • 23. Support for the ‘key role’ of accessibility program manager ©
  • 24. 3BS 8878 impact & adoption in the UK ©
  • 25. “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 ©
  • 26. “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 eGovernment websites ©
  • 27. “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 Education websites ©
  • 28. “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 SME disability/accessibility service providers
  • 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 Disability/accessibility service providers
  • 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 Inclusive design trainers
  • 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 Legal services
  • 33. Royal Mail BS8878 in action Rob Wemyss Head of Accessibility Royal Mail Group
  • 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. 34
  • 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 35
  • 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 36
  • 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 • Allows deficiencies on launch, but makes them clear in future planning… 37
  • 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 a barrier for smaller suppliers • “Lite version” of standard with simple explanations to give them the appetite which would make them want to read it 38
  • 39. And, yes, I eat (and blog about) ‘my own dog food…’ ©
  • 40. Summary: in a team/organisation that follows BS8878 • you’ll be expected to take accessibility seriously by product managers • you’ll be in a team where each member knows what accessibility expects from them • they’ll ask you to follow a user-centred design process (like I guess you want anyway) • they’ll ask you for/give you real-world user-research to help good decision making • you’ll be empowered to make decisions re accessibility, as long as you can justify them, and write them down • you’ll have the freedom to create product variations where users’ needs diverge • you’ll have a place to find best practice help for accessible design beyond the web • you’ll be asked to test products for accessibility, alongside usability, to the level the budget will allow (and they’ll be aware of the limited benefits of cheap options) • you’ll 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 ©
  • 42. If you need support & training – I’m happy to help... ©
  • 43. Training & Innovation support for BS8878 Standards Strategy & research www.hassellinclusion.com ©
  • 44. Get slides on all 16 BS 8878 steps www.hassellinclusion.com/bs8878/ ©
  • 45. Get latest news, tools, blogs, training: www.hassellinclusion.com/bs8878/ Join the community: www.meetup.com/bs8878-web-accessibility/ ©

Notes de l'éditeur

  1. Some of the team
  2. Personalisation of content for particular customers to get them to the RM products which are appropriate for them