Category: Blog

Here’s the key. To find stakeholders to determine high-risk assumptions and buried complexity, you must first convince them to do so so that they become just as motivated as you are to receive user-response. Generally, you need to make them think it’s their plan.

By bringing the group up around two straightforward issues, I’ll show you how to collectively introduce alignment and cracks in the group’s shared understanding in this article.

1. What are the items?
2. What are the associations between those things?

A cross between panel design and analysis

These two issues correlate to the first two methods of the ORCA approach, which may be your new best friend when it comes to reducing speculation. What’s ORCA, then? Glad you asked.

ORCA stands for Things, Relationships, CTAs, and Values, and it outlines a process for creating good object-oriented user experience. My style philosophy is based on object-oriented UX. ORCA is an iterative strategy for synthesizing person study into an elegant fundamental foundation to help monitor and conversation design. My work as a UX designer has become more creative, productive, successful, fun, proper, and meaningful thanks to OOUX and ORCA.

The ORCA process has four iterative rounds and a whopping fifteen steps. In each round we get more clarity on our Os, Rs, Cs, and As.

I occasionally refer to ORCA as a “garbage in, garbage out” procedure. To ensure that the testable prototype produced in the final round actually tests well, the process needs to be fed by good research. The ORCA process’s beginning serves another purpose: it enables you to justify the need for research if you don’t have a lot of it.

In other words, the ORCA process serves as a gauntlet between research and design. You can gracefully ride the killer whale from research to design with good research. But without good research, the process effectively spits you back into research and with a cache of specific open questions.

Getting back in the same curiosity-boat

What gets us into trouble is not what we don’t know. It’s what we know for sure that just ain’t so.

Mark Twain

The first two steps of the ORCA process—Object Discovery and Relationship Discovery—shine a spotlight on the dark, dusty corners of your team’s misalignments and any inherent complexity that’s been swept under the rug. It starts to reveal what this timeless comic so skillfully demonstrates:

This is one reason why so many UX designers are frustrated in their job and why many projects fail. Every decision-maker is confident in their own mental picture, which is another reason why we frequently can’t sell research.

Once we expose hidden fuzzy patches in each picture and the differences between them all, the case for user research makes itself.

However, how we go about doing this is crucial. However much we might want to, we can’t just tell everyone,” YOU ARE WRONG”! Instead, we need to facilitate and guide our team members to self-identify holes in their picture. When stakeholders accept responsibility for their beliefs and understanding gaps, BAM! Suddenly, UX research is not such a hard sell, and everyone is aboard the same curiosity-boat.

Let’s say your users are physicians. And you have no idea how doctors use the system you are tasked with redesigning.

You might try to sell research by honestly saying:” We need to understand doctors better! What bothers them the most? How do they use the current app”? Here’s the issue with that, though. Those questions are vague, and the answers to them don’t feel acutely actionable.

Instead, you want your stakeholders themselves to ask super-specific questions. This conversation is more similar to what you need to facilitate. Let’s listen in:

” Wait a sec, how frequently do doctors share patients?” Does a patient in this system have primary and secondary doctors”?

” Can a patient even have more than one primary doctor”?

Is it a “primary doctor” or “primary caregiver” ?Can’t that position be considered a nurse practitioner?

” No, caregivers are something else… That’s the patient’s family contacts, right”?

” So are caregivers in this redesign’s scope”?

” Yeah, because if a caregiver is present at an appointment, the doctor needs to note that. Like, tag the caregiver on the note… Or on the appointment”?

We are currently traveling somewhere. Do you see how powerful it can be getting stakeholders to debate these questions themselves? The diabolical goal is to gently and diplomatically shake their confidence.

When these kinds of questions bubble up collaboratively and come directly from the mouths of your stakeholders and decision-makers, suddenly, designing screens without knowing the answers to these questions seems incredibly risky, even silly.

If we create software without understanding the real-world information environment of our users, we will likely create software that does not align to the real-world information environment of our users. And most likely as a result, this software product will become more confusing, complicated, and unintuitive.

The two questions

But how do we approach these types of contentious inquiries diplomatically, effectively, collaboratively, and reliably?

We can do this by starting with those two big questions that align to the first two steps of the ORCA process:

1. What are the items?
2. What are the associations between those things?

In practice, getting to these answers is easier said than done. I’m going to demonstrate how an Object Definition Workshop can be organized using these two straightforward questions. During this workshop, these” seed” questions will blossom into dozens of specific questions and shine a spotlight on the need for more user research.

Work in preparation: Noun for foraging

In the next section, I’ll show you how to run an Object Definition Workshop with your stakeholders ( and entire cross-functional team, hopefully ). But first, you need to do some prep work.

In essence, look for nouns that are specific to the subject matter of your project’s business or industry and use at least a few sources. I call this noun foraging.

Just a few excellent noun foraging sources can be found here:

• the product’s marketing site
• the product’s competitors ‘ marketing sites ( competitive analysis, anyone? )
• the already-existing product ( check the labels )!
• user interview transcripts
• notes from interviews with stakeholders or vision documents from stakeholders

Put your detective hat on, my dear Watson. Get resourceful and leverage what you have. Use those if all you have is a marketing website, some screenshots of the current legacy system, and access to customer service chat logs.

As you peruse these sources, watch for the nouns that are used over and over again, and start listing them ( preferably on blue sticky notes if you’ll be creating an object map later! ).

You’ll want to focus on nouns that might represent objects in your system. If you are having trouble determining if a noun might be object-worthy, remember the acronym SIP and test for:

1. Structure
2. Instances
3. Purpose

Consider, for instance, a library app. Is “book” an object?

Can you think of a few attributes for this potential object? Title, author, publish date … Yep, it has structure. Check!

What are some instances of this conceivable “book” object? Can you name a few? Check out The Alchemist, Ready Player One, and Everybody Poops!

Purpose: why is this object important to the users and business? Well, “book” is what our library client is providing to people and books are why people come to the library … Check, check, check!

Concentrate on capturing the nouns with SIP as you go noun foraging. Avoid capturing components like dropdowns, checkboxes, and calendar pickers—your UX system is not your design system! Components are just the packaging for objects—they are a means to an end. No one is using your dropdown to play in your digital space! They are coming for the VALUABLE THINGS and what they can do with them. We are attempting to identify those things or objects.

Let’s say we work for a startup disrupting the email experience. This is how I’d start my noun foraging.

I’d like to take a look at my own email client, which turns out to be Gmail. I’d then look at Outlook and the new HEY email. I would examine Hotmail, Yahoo, and even Basecamp and other’email replacers’. I’d read some articles, reviews, and forum threads where people are complaining about email. While doing all this, I would look for and write down the nouns.

( Before moving on, feel free to explore this hypothetical product’s potential and then scroll down to see how closely our lists correspond. Just don’t get lost in your own emails! Rejoice to me again!

Drumroll, please…

Here are a few nouns I came up with during my noun foraging:

• email message
• thread
• contact
• client
• rule/automation
• email address that is not a contact?
• contact groups
• attachment
• Google doc file / other integrated file
• newsletter? ( HEY views this in a different way )
• saved responses and templates

Scan your list of nouns and pick out words that you are completely clueless about. It might be a client or automation in our email example. Do as much homework as you can before your session with stakeholders: google what’s googleable. But other terms might be so specific to the product or domain that you need to have a conversation about them.

Aside: Here are some real nouns that I needed to clarify while working on my own projects in the past.

• Record Locator
• Incentive House
• Augmented Line Item
• Curriculum-Based Measurement Probe

A list of nouns that represent potential objects and a short list of nouns that need to be further defined are really all you need to prepare for the workshop session.

Facilitate an Object Definition Workshop

You could start your workshop by doing noun foraging; this can be done in concert. If you have five people in the room, pick five sources, assign one to every person, and give everyone ten minutes to find the objects within their source. When the time’s up, come together and find the overlap. Here, affinity mapping is your friend!

If your team is short on time and might be reluctant to do this kind of grunt work ( which is usually the case ) do your own noun foraging beforehand, but be prepared to show your work. I enjoy showing screenshots of documents and screens that have all the highlighted nouns. Bring the artifacts of your process, and start the workshop with a five-minute overview of your noun foraging journey.

HOT TIP: before jumping into the workshop, frame the conversation as a requirements-gathering session to help you better understand the scope and details of the system. You don’t need to tell them you‘re looking for gaps in the team’s understanding so that you can demonstrate the need for more user research; that will be our little secret. Instead, go into the session optimistically, as if your knowledgeable stakeholders and PMs and biz folks already have all the answers.

Let the whack-a-mole question then start.

1. What is this thing?

Want to have some genuine fun? At the beginning of your session, ask stakeholders to privately write definitions for the handful of obscure nouns you might be uncertain about. Then, have everyone present their cards at once, and see if there are any (you will ) definitions. This is gold for exposing misalignment and starting great conversations.

As your discussion unfolds, capture any agreed-upon definitions. And when uncertainty appears, quietly ( but clearly ) begin a parking lot with “open questions.” � �

Here’s a fantastic follow-up to solidify definitions:

2. Do our users know what these things are? What is the name of this object?

Stakeholder 1: They probably call email clients “apps”. But I’m not certain.

Stakeholder 2: Automations are often called “workflows”, I think. Or, maybe users think workflows are something different.

Ask the group to decide whether to use only that term in the near future if it becomes more user-friendly. This way, the team can better align to the users ‘ language and mindset.

Okay, let’s get to the next part.

If you have two or more objects that seem to overlap in purpose, ask one of these questions:

3. Do these two things exist the same? Or are these different? How are they different if they are different from one another?

You: Is a saved response the same as a template?

Stakeholder 1: Yes! Absolutely.

Stakeholder 2: I don’t think so… A saved response is text with links and variables, but a template is more about the look and feel, like default fonts, colors, and placeholder images.

Continue to expand your expanding glossary of terms. And continue to capture areas of uncertainty in your “open questions” parking lot.

If you successfully determine that two similar things are, in fact, different, here’s your next follow-up question:

4. What’s the relationship between these objects?

You: Are saved responses and templates in any way connected to each other?

Stakeholder 3: Yeah, a template can be applied to a saved response.

You, always with the follow-ups: When is the template applied to a saved response? When the user is creating the saved response, does that occur? Or when they apply the saved response to an email? What is the process behind that?

Listen. Capture uncertainty. When the number of “open questions” reaches a critical mass, pause to begin asking questions of groups or individuals. Some questions might be for the dev team ( hopefully at least one developer is in the room with you ). One question might be specific for someone who was unable to attend the workshop. And many questions will need to be labeled “user”.

Do you see how we are building up to our UXR sales pitch?

5. Is this object in scope?

Your next query makes it easier for the team to concentrate on what your users are most interested in. You can simply ask,” Are saved responses in scope for our first release”?, but I’ve got a better, more devious strategy.

By now, you should have a list of clearly defined objects. Ask participants to arrange these items either in small breakout groups or independently according to their importance. Then, like you did with the definitions, have everyone reveal their sort order at once. Unsurprisingly, it’s not unusual for the VP to place something like” saved responses” at the top of the list while everyone else places it at the bottom. Try not to look too smug as you inevitably expose more misalignment.

I did this for a startup a few years ago. We displayed the three groups ‘ wildly different sort orders on the whiteboard.

The CEO nodded his head and said,” This is why we haven’t been able to move forward in two years.”

Admittedly, it’s tragic to hear that, but as a professional, it feels pretty awesome to be the one who facilitated a watershed realization.

Once you have a good idea of in-scope, clearly defined things, this is when you move on to doing more relationship mapping.

6. Create a visual representation of the objects ‘ relationships

We’ve already tried to figure out what two things are different, but this time, we wanted to ask the team about every possible relationship. For each object, ask how it relates to all the other objects. In what ways are the objects connected? Use your dependable boxes and arrows technique to make the connections all recognizable. Here, we are connecting our objects with verbs. I prefer to use simple statements like “has a” and “has many.”

This system modeling activity brings up all sorts of new questions:

• Can an attachment in a saved response be present?
• Can a saved response use a template? If so, can the recipient override the template if an email uses a saved response with a template?
• Do users want to see all the emails they sent that included a particular attachment? For example,” show me all the emails I sent with ProfessionalImage. attached .jpg I’ve changed my professional photo and I want to alert everyone to update it”.

Effective responses might come directly from the workshop participants. Great! Capture that new shared understanding. However, as uncertainty arises, keep adding new questions to your expanding parking lot.

Light the fuse

You’ve set up the floodgates strategically so that the explosives can be seen everywhere. Now you simply have to light the fuse and BOOM. Watch the buy-in for user research flooooow.

Have the group reflect on the list of open questions before the workshop ends. Make plans for getting answers internally, then focus on the questions that need to be brought before users.

Your final step is now. Take those questions you’ve compiled for user research and discuss the level of risk associated with NOT answering them. Ask, “if we design without an answer to this question, if we make up our own answer and we are wrong, how bad might that turn out”?

With this approach, we are making our decision-makers fight for user research because they themselves define questions as high-risk. Sorry, not sorry.

Your moment of truth is right now. With everyone in the room, ask for a reasonable budget of time and money to conduct 6–8 user interviews focused specifically on these questions.

HOT TIP: if you are new to UX research, please note that you’ll likely need to rephrase the questions that came up during the workshop before you present them to users. Make sure your questions are non-repeated and don’t force the user to choose any default responses.

Final words: Hold the screen design!

Seriously, if at all possible, if you never design screens again without first addressing these fundamental inquiries: what are the objects and how do they relate?

I promise you this: if you can secure a shared understanding between the business, design, and development teams before you start designing screens, you will have less heartache and save more time and money, and ( it almost feels like a bonus at this point! ) users will be more receptive to what you put out into the world.

I sincerely hope this will give you the time and money to spend talking to your users and getting a clear understanding of what you are designing before you begin creating screens. If you find success using noun foraging and the Object Definition Workshop, there’s more where that came from in the rest of the ORCA process, which will help prevent even more late-in-the-game scope tugs-of-war and strategy pivots.

Wish you the best of luck! Now go sell research!

The mobile-first design approach is excellent because it concentrates on what the consumer truly needs, is well-practiced, and has become a standard design practice for years. But developing your CSS mobile-first should also be wonderful, too…right?

Well, not necessarily. Classic mobile-first CSS development is based on the principle of overwriting style declarations: you begin your CSS with default style declarations, and overwrite and/or add new styles as you add breakpoints with min-width media queries for larger viewports (for a good overview see “What is Mobile First CSS and Why Does It Rock?”). But all those exceptions create complexity and inefficiency, which in turn can lead to an increased testing effort and a code base that’s harder to maintain. Admit it—how many of us willingly want that?

Mobile-first CSS may yet be the best option for your own projects, but you need to first determine how acceptable it is in light of the physical design and user interactions you’re working on. To help you get started, here’s how I go about tackling the elements you need to watch for, and I’ll discuss some alternative remedies if mobile-first doesn’t seem to fit your job.

benefits of mobile-first technology

Some of the benefits of mobile-first CSS creation, and why it’s been the de facto growth strategy for so long, make a lot of sense:

Development order. A good development hierarchy is something you can definitely get from mobile-first; you simply get developing while paying attention to the mobile view.

tested and verified. It’s a tried and tested technique that’s worked for years for a cause: it solves a problem actually also.

prioritizes the smart see. The smart watch is the simplest and arguably the most significant because it covers all of the crucial user journeys and frequently accounts for more user visits ( depending on the project ) in terms of complexity.

Prevents desktop-centric growth. It can be tempting to first focus on the desktop perspective because desktop computers are used for growth. However, considering mobile from the beginning prevents us from getting stuck eventually; no one wants to spend their time getting a site that is focused on desktops to operate on mobile devices!

Drawbacks of mobile-first

Model declarations can be set at lower breakpoints and finally overwritten at higher breakpoints:

more complicated stuff. The farther up the target order you go, the more unnecessary script you inherit from lower thresholds.

higher CSS sensitivity Styles that have been returned to the default value in a class name charter then have a higher precision. This can be a pain on big projects when you want to preserve the CSS candidates as simple as possible.

Requires more analysis tests. All higher thresholds must be regression tested if modifications to CSS at a lower watch ( such as adding a new style ) are required.

The browser can’t prioritize CSS downloads. At wider breakpoints, classic mobile-first min-width media queries don’t leverage the browser’s capability to download CSS files in priority order.

Home price issue is overruled by the issue.

There is nothing intrinsically wrong with overwriting principles, CSS was designed to do just that. Even so, inheriting wrong values may be laborious and ineffective. When you have to replace styles to restore them to their defaults, which may cause issues after, especially if you are using a combination of bespoke CSS and power classes, it can also lead to more fashion precision. We won’t be able to use a utility class for a style that has been reset with a higher specificity.

With this in mind, I’m developing CSS with a focus on the default values much more these days. Since there’s no specific order, and no chains of specific values to keep track of, this frees me to develop breakpoints simultaneously. I concentrate on finding common styles and isolating the specific exceptions in closed media query ranges (that is, any range with a max-width set). 

As you can view each breakpoint as a clean slate, this approach opens up some opportunities. It’s acceptable and can be coded in the default style sheet if a component’s layout appears to be based on Flexbox at all breakpoints. But if it looks like Grid would be much better for large screens and Flexbox for mobile, these can both be done entirely independently when the CSS is put into closed media query ranges. Additionally, having a thorough understanding of any given component in all breakpoints upfront is necessary for developing simultaneously. This can help identify issues with the design more quickly in the development process. We don’t want to get stuck down a rabbit hole building a complex component for mobile, and then get the designs for desktop and find they are equally complex and incompatible with the HTML we created for the mobile view!

Although this strategy won’t work for everyone, I urge you to try it. There are plenty of tools available to support concurrent development, including Responsively App, Blisk, and many others.

Having said that, I don’t feel the order itself is particularly relevant. If you like to work on one device at a time, are comfortable with focusing on the mobile view, and are familiar with the requirements for other breakpoints, then you should definitely follow the classic development order. It’s crucial to find common styles and exceptions in the appropriate stylesheet, which is a manual tree-shaking procedure! Personally, I find this a little easier when working on a component across breakpoints, but that’s by no means a requirement.

In practice, closed media query ranges

We overwrite the styles in the traditional mobile-first CSS, but media query ranges can be used to prevent this. To illustrate the difference ( I’m using SCSS for brevity ), let’s assume there are three visual designs:

• smaller than 768
• from 768 to less than 1024
• 1024 and anything larger

Take a simple example where a block-level element has a default padding of “20px,” which is overwritten at tablet to be “40px” and set back to “20px” on desktop.

.my-block { padding: 20px; @media (min-width: 768px) { padding: 40px; } @media (min-width: 1024px) { padding: 20px; }}

.my-block { padding: 20px; @media (min-width: 768px) and (max-width: 1023.98px) { padding: 40px; }}

The subtle difference is that the mobile-first example sets the default padding to “20px” and then overwrites it at each breakpoint, setting it three times in total. In contrast, the second example sets the default padding to “20px” and only overrides it at the relevant breakpoint where it isn’t the default value (in this instance, tablet is the exception).

The goal is to: 

• Only set styles when needed. 
• Not set them with the expectation of overwriting them later on, again and again. 

To this end, closed media query ranges are our best friend. If we need to make a change to any given view, we make it in the CSS media query range that applies to the specific breakpoint. We’ll be much less likely to introduce unwanted alterations, and our regression testing only needs to focus on the breakpoint we have actually edited. 

Taking the above example, if we find that .my-block spacing on desktop is already accounted for by the margin at that breakpoint, and since we want to remove the padding altogether, we could do this by setting the mobile padding in a closed media query range.

.my-block {  @media (max-width: 767.98px) {    padding: 20px;  }  @media (min-width: 768px) and (max-width: 1023.98px) {    padding: 40px;  }}

The browser default padding for our block is “0,” so instead of adding a desktop media query and using unset or “0” for the padding value (which we would need with mobile-first), we can wrap the mobile padding in a closed media query (since it is now also an exception) so it won’t get picked up at wider breakpoints. At the desktop breakpoint, we won’t need to set any padding style, as we want the browser default value.

Bundling versus separating the CSS

Back in the day, keeping the number of requests to a minimum was very important because the browser's concurrent request limit (typically around six ) was high. In consequence, using image sprites and CSS bundling was the norm, with all the CSS being downloaded as a single stylesheet with the highest priority.

With HTTP/2 and HTTP/3 now on the scene, the number of requests is no longer the big deal it used to be. By using a media query, we can break CSS into several files. The obvious benefit of this is that the browser can now request the CSS it currently requires with a higher priority than the CSS it doesn't. This is more performant and can reduce the overall time page rendering is blocked.

What version of HTTP do you use?

Go to your website and open the dev tools in your browser to find out which version of HTTP you're using. Next, select the Network tab and make sure the Protocol column is visible. If "h2" is included in the protocol list, that indicates that HTTP/2 is being used.

Note: To check the Protocol column in your browser's dev tools, right-click any column header ( such as Name ), go to the Network tab, reload your page, and then check the Protocol column.

If your website still uses HTTP/1, please check it out. WHILE!! What are you waiting for? Excellent user support exists for HTTP/2.

CSS should be split.

Separating the CSS into individual files is a worthwhile task. Linking the separate CSS files using the relevant media attribute allows the browser to identify which files are needed immediately (because they’re render-blocking) and which can be deferred. Based on this, it allocates each file an appropriate priority.

In the following example of a website visited on a mobile breakpoint, we can see the mobile and default CSS are loaded with" Highest" priority, as they are currently needed to render the page. The last three CSS files ( print, tablet, and desktop ) are still being downloaded in case they need to be later, but with" Lowest" priority.

Before rendering can begin, the browser will need to download and parse the CSS file when using bundled CSS.

While, as noted, with the CSS separated into different files linked and marked up with the relevant media attribute, the browser can prioritize the files it currently needs. Using closed media query ranges allows the browser to do this at all widths, as opposed to classic mobile-first min-width queries, where the desktop browser would have to download all the CSS with Highest priority. We can’t assume that desktop users always have a fast connection. For instance, in many rural areas, internet connection speeds are still slow. 

Depending on project requirements, the media queries and the number of separate CSS files will vary from project to project, but the example below might look similar.

Depending on the project’s deployment strategy, a change to one file (mobile.css, for example) would only require the QA team to regression test on devices in that specific media query range. Compare that to the prospect of deploying the single bundled site.css file, an approach that would normally trigger a full regression test.

Moving on

The adoption of mobile-first CSS was a significant development milestone because it allowed front-end developers to concentrate on mobile web applications rather than creating websites for desktop use and attempting to retrofit them to work on other devices.

I don't think anyone wants to return to that development model again, but it's important we don't lose sight of the issue it highlighted: that things can easily get convoluted and less efficient if we prioritize one particular device—any device—over others. For this reason, it seems natural to concentrate on the CSS in its own right, always mindful of what is the default setting and what constitutes an exception, as a result. I've started to notice subtle simplifications in both the CSS and other developers', and that the work is also a little more organized and effective.

In general, simplifying CSS rule creation whenever we can is ultimately a cleaner approach than going around in circles of overrides. However, whatever method you use, it must be appropriate for the project. For the reasons given, mobile-first may turn out to be the best option for the situation, but first you must fully comprehend the trade-offs you're entering.

About two and a half years ago, I introduced the idea of daily ethical design. It was born out of my frustration with the many obstacles to achieving design that’s usable and equitable; protects people’s privacy, agency, and focus; benefits society; and restores nature. I argued that we need to overcome the inconveniences that prevent us from acting ethically and that we need to elevate design ethics to a more practical level by structurally integrating it into our daily work, processes, and tools.

Unfortunately, we’re still very far from this ideal. 

At the time, I didn’t know yet how to structurally integrate ethics. Yes, I had found some tools that had worked for me in previous projects, such as using checklists, assumption tracking, and “dark reality” sessions, but I didn’t manage to apply those in every project. I was still struggling for time and support, and at best I had only partially achieved a higher (moral) quality of design—which is far from my definition of structurally integrated.

I decided to dig deeper for the root causes in business that prevent us from practicing daily ethical design. Now, after much research and experimentation, I believe that I’ve found the key that will let us structurally integrate ethics. And it’s surprisingly simple! But first we need to zoom out to get a better understanding of what we’re up against.

Influence the system

Sadly, we’re trapped in a capitalistic system that reinforces consumerism and inequality, and it’s obsessed with the fantasy of endless growth. Sea levels, temperatures, and our demand for energy continue to rise unchallenged, while the gap between rich and poor continues to widen. Shareholders expect ever-higher returns on their investments, and companies feel forced to set short-term objectives that reflect this. Over the last decades, those objectives have twisted our well-intended human-centered mindset into a powerful machine that promotes ever-higher levels of consumption. When we’re working for an organization that pursues “double-digit growth” or “aggressive sales targets” (which is 99 percent of us), that’s very hard to resist while remaining human friendly. Even with our best intentions, and even though we like to say that we create solutions for people, we’re a part of the problem.

What can we do to change this?

We can start by acting on the right level of the system. Donella H. Meadows, a system thinker, once listed ways to influence a system in order of effectiveness. When you apply these to design, you get:

• At the lowest level of effectiveness, you can affect numbers such as usability scores or the number of design critiques. But none of that will change the direction of a company.
• Similarly, affecting buffers (such as team budgets), stocks (such as the number of designers), flows (such as the number of new hires), and delays (such as the time that it takes to hear about the effect of design) won’t significantly affect a company.
• Focusing instead on feedback loops such as management control, employee recognition, or design-system investments can help a company become better at achieving its objectives. But that doesn’t change the objectives themselves, which means that the organization will still work against your ethical-design ideals.
• The next level, information flows, is what most ethical-design initiatives focus on now: the exchange of ethical methods, toolkits, articles, conferences, workshops, and so on. This is also where ethical design has remained mostly theoretical. We’ve been focusing on the wrong level of the system all this time.
• Take rules, for example—they beat knowledge every time. There can be widely accepted rules, such as how finance works, or a scrum team’s definition of done. But ethical design can also be smothered by unofficial rules meant to maintain profits, often revealed through comments such as “the client didn’t ask for it” or “don’t make it too big.”
• Changing the rules without holding official power is very hard. That’s why the next level is so influential: self-organization. Experimentation, bottom-up initiatives, passion projects, self-steering teams—all of these are examples of self-organization that improve the resilience and creativity of a company. It’s exactly this diversity of viewpoints that’s needed to structurally tackle big systemic issues like consumerism, wealth inequality, and climate change.
• Yet even stronger than self-organization are objectives and metrics. Our companies want to make more money, which means that everything and everyone in the company does their best to… make the company more money. And once I realized that profit is nothing more than a measurement, I understood how crucial a very specific, defined metric can be toward pushing a company in a certain direction.

The takeaway? If we truly want to incorporate ethics into our daily design practice, we must first change the measurable objectives of the company we work for, from the bottom up.

Redefine success

Traditionally, we consider a product or service successful if it’s desirable to humans, technologically feasible, and financially viable. You tend to see these represented as equals; if you type the three words in a search engine, you’ll find diagrams of three equally sized, evenly arranged circles.

But in our hearts, we all know that the three dimensions aren’t equally weighted: it’s viability that ultimately controls whether a product will go live. So a more realistic representation might look like this:

Desirability and feasibility are the means; viability is the goal. Companies—outside of nonprofits and charities—exist to make money.

A genuinely purpose-driven company would try to reverse this dynamic: it would recognize finance for what it was intended for: a means. So both feasibility and viability are means to achieve what the company set out to achieve. It makes intuitive sense: to achieve most anything, you need resources, people, and money. (Fun fact: the Italian language knows no difference between feasibility and viability; both are simply fattibilità.)

But simply swapping viable for desirable isn’t enough to achieve an ethical outcome. Desirability is still linked to consumerism because the associated activities aim to identify what people want—whether it’s good for them or not. Desirability objectives, such as user satisfaction or conversion, don’t consider whether a product is healthy for people. They don’t prevent us from creating products that distract or manipulate people or stop us from contributing to society’s wealth inequality. They’re unsuitable for establishing a healthy balance with nature.

There’s a fourth dimension of success that’s missing: our designs also need to be ethical in the effect that they have on the world.

This is hardly a new idea. Many similar models exist, some calling the fourth dimension accountability, integrity, or responsibility. What I’ve never seen before, however, is the necessary step that comes after: to influence the system as designers and to make ethical design more practical, we must create objectives for ethical design that are achievable and inspirational. There’s no one way to do this because it highly depends on your culture, values, and industry. But I’ll give you the version that I developed with a group of colleagues at a design agency. Consider it a template to get started.

Pursue well-being, equity, and sustainability

We created objectives that address design’s effect on three levels: individual, societal, and global.

An objective on the individual level tells us what success is beyond the typical focus of usability and satisfaction—instead considering matters such as how much time and attention is required from users. We pursued well-being:

We create products and services that allow for people’s health and happiness. Our solutions are calm, transparent, nonaddictive, and nonmisleading. We respect our users’ time, attention, and privacy, and help them make healthy and respectful choices.

An objective on the societal level forces us to consider our impact beyond just the user, widening our attention to the economy, communities, and other indirect stakeholders. We called this objective equity:

We create products and services that have a positive social impact. We consider economic equality, racial justice, and the inclusivity and diversity of people as teams, users, and customer segments. We listen to local culture, communities, and those we affect.

Finally, the objective on the global level aims to ensure that we remain in balance with the only home we have as humanity. Referring to it simply as sustainability, our definition was:

We create products and services that reward sufficiency and reusability. Our solutions support the circular economy: we create value from waste, repurpose products, and prioritize sustainable choices. We deliver functionality instead of ownership, and we limit energy use.

In short, ethical design (to us) meant achieving wellbeing for each user and an equitable value distribution within society through a design that can be sustained by our living planet. When we introduced these objectives in the company, for many colleagues, design ethics and responsible design suddenly became tangible and achievable through practical—and even familiar—actions.

Measure impact 

But defining these objectives still isn’t enough. What truly caught the attention of senior management was the fact that we created a way to measure every design project’s well-being, equity, and sustainability.

This overview lists example metrics that you can use as you pursue well-being, equity, and sustainability:

There’s a lot of power in measurement. As the saying goes, what gets measured gets done. Donella Meadows once shared this example:

“If the desired system state is national security, and that is defined as the amount of money spent on the military, the system will produce military spending. It may or may not produce national security.”

This phenomenon explains why desirability is a poor indicator of success: it’s typically defined as the increase in customer satisfaction, session length, frequency of use, conversion rate, churn rate, download rate, and so on. But none of these metrics increase the health of people, communities, or ecosystems. What if instead we measured success through metrics for (digital) well-being, such as (reduced) screen time or software energy consumption?

There’s another important message here. Even if we set an objective to build a calm interface, if we were to choose the wrong metric for calmness—say, the number of interface elements—we could still end up with a screen that induces anxiety. Choosing the wrong metric can completely undo good intentions. 

Additionally, choosing the right metric is enormously helpful in focusing the design team. Once you go through the exercise of choosing metrics for our objectives, you’re forced to consider what success looks like concretely and how you can prove that you’ve reached your ethical objectives. It also forces you to consider what we as designers have control over: what can I include in my design or change in my process that will lead to the right type of success? The answer to this question brings a lot of clarity and focus.

And finally, it’s good to remember that traditional businesses run on measurements, and managers love to spend much time discussing charts (ideally hockey-stick shaped)—especially if they concern profit, the one-above-all of metrics. For good or ill, to improve the system, to have a serious discussion about ethical design with managers, we’ll need to speak that business language.

Practice daily ethical design

Once you’ve defined your objectives and you have a reasonable idea of the potential metrics for your design project, only then do you have a chance to structurally practice ethical design. It “simply” becomes a matter of using your creativity and choosing from all the knowledge and toolkits already available to you.

I think this is quite exciting! It opens a whole new set of challenges and considerations for the design process. Should you go with that energy-consuming video or would a simple illustration be enough? Which typeface is the most calm and inclusive? Which new tools and methods do you use? When is the website’s end of life? How can you provide the same service while requiring less attention from users? How do you make sure that those who are affected by decisions are there when those decisions are made? How can you measure our effects?

The redefinition of success will completely change what it means to do good design.

There is, however, a final piece of the puzzle that’s missing: convincing your client, product owner, or manager to be mindful of well-being, equity, and sustainability. For this, it’s essential to engage stakeholders in a dedicated kickoff session.

Kick it off or fall back to status quo

The kickoff is the most important meeting that can be so easy to forget to include. It consists of two major phases: 1) the alignment of expectations, and 2) the definition of success.

In the first phase, the entire (design) team goes over the project brief and meets with all the relevant stakeholders. Everyone gets to know one another and express their expectations on the outcome and their contributions to achieving it. Assumptions are raised and discussed. The aim is to get on the same level of understanding and to in turn avoid preventable miscommunications and surprises later in the project.

For example, for a recent freelance project that aimed to design a digital platform that facilitates US student advisors’ documentation and communication, we conducted an online kickoff with the client, a subject-matter expert, and two other designers. We used a combination of canvases on Miro: one with questions from “Manual of Me” (to get to know each other), a Team Canvas (to express expectations), and a version of the Project Canvas to align on scope, timeline, and other practical matters.

The above is the traditional purpose of a kickoff. But just as important as expressing expectations is agreeing on what success means for the project—in terms of desirability, viability, feasibility, and ethics. What are the objectives in each dimension?

Agreement on what success means at such an early stage is crucial because you can rely on it for the remainder of the project. If, for example, the design team wants to build an inclusive app for a diverse user group, they can raise diversity as a specific success criterion during the kickoff. If the client agrees, the team can refer back to that promise throughout the project. “As we agreed in our first meeting, having a diverse user group that includes A and B is necessary to build a successful product. So we do activity X and follow research process Y.” Compare those odds to a situation in which the team didn’t agree to that beforehand and had to ask for permission halfway through the project. The client might argue that that came on top of the agreed scope—and she’d be right.

In the case of this freelance project, to define success I prepared a round canvas that I call the Wheel of Success. It consists of an inner ring, meant to capture ideas for objectives, and a set of outer rings, meant to capture ideas on how to measure those objectives. The rings are divided into five dimensions of successful design: healthy, equitable, sustainable, desirable, feasible, and viable.

We went through each dimension, writing down ideas on digital sticky notes. Then we discussed our ideas and verbally agreed on the most important ones. For example, our client agreed that sustainability and progressive enhancement are important success criteria for the platform. And the subject-matter expert emphasized the importance of including students from low-income and disadvantaged groups in the design process.

After the kickoff, we summarized our ideas and shared understanding in a project brief that captured these aspects:

• the project’s origin and purpose: why are we doing this project?
• the problem definition: what do we want to solve?
• the concrete goals and metrics for each success dimension: what do we want to achieve?
• the scope, process, and role descriptions: how will we achieve it?

With such a brief in place, you can use the agreed-upon objectives and concrete metrics as a checklist of success, and your design team will be ready to pursue the right objective—using the tools, methods, and metrics at their disposal to achieve ethical outcomes.

Conclusion

Over the past year, quite a few colleagues have asked me, “Where do I start with ethical design?” My answer has always been the same: organize a session with your stakeholders to (re)define success. Even though you might not always be 100 percent successful in agreeing on goals that cover all responsibility objectives, that beats the alternative (the status quo) every time. If you want to be an ethical, responsible designer, there’s no skipping this step.

To be even more specific: if you consider yourself a strategic designer, your challenge is to define ethical objectives, set the right metrics, and conduct those kick-off sessions. If you consider yourself a system designer, your starting point is to understand how your industry contributes to consumerism and inequality, understand how finance drives business, and brainstorm which levers are available to influence the system on the highest level. Then redefine success to create the space to exercise those levers.

And for those who consider themselves service designers or UX designers or UI designers: if you truly want to have a positive, meaningful impact, stay away from the toolkits and meetups and conferences for a while. Instead, gather your colleagues and define goals for well-being, equity, and sustainability through design. Engage your stakeholders in a workshop and challenge them to think of ways to achieve and measure those ethical goals. Take their input, make it concrete and visible, ask for their agreement, and hold them to it.

Otherwise, I’m genuinely sorry to say, you’re wasting your precious time and creative energy.

Of course, engaging your stakeholders in this way can be uncomfortable. Many of my colleagues expressed doubts such as “What will the client think of this?,” “Will they take me seriously?,” and “Can’t we just do it within the design team instead?” In fact, a product manager once asked me why ethics couldn’t just be a structured part of the design process—to just do it without spending the effort to define ethical objectives. It’s a tempting idea, right? We wouldn’t have to have difficult discussions with stakeholders about what values or which key-performance indicators to pursue. It would let us focus on what we like and do best: designing.

But as systems theory tells us, that’s not enough. For those of us who aren’t from marginalized groups and have the privilege to be able to speak up and be heard, that uncomfortable space is exactly where we need to be if we truly want to make a difference. We can’t remain within the design-for-designers bubble, enjoying our privileged working-from-home situation, disconnected from the real world out there. For those of us who have the possibility to speak up and be heard: if we solely keep talking about ethical design and it remains at the level of articles and toolkits—we’re not designing ethically. It’s just theory. We need to actively engage our colleagues and clients by challenging them to redefine success in business.

With a bit of courage, determination, and focus, we can break out of this cage that finance and business-as-usual have built around us and become facilitators of a new type of business that can see beyond financial value. We just need to agree on the right objectives at the start of each design project, find the right metrics, and realize that we already have everything that we need to get started. That’s what it means to do daily ethical design.

For their inspiration and support over the years, I would like to thank Emanuela Cozzi Schettini, José Gallegos, Annegret Bönemann, Ian Dorr, Vera Rademaker, Virginia Rispoli, Cecilia Scolaro, Rouzbeh Amini, and many others.

As a UX skilled in today’s data-driven landscape, it’s extremely likely that you’ve been asked to design a personal digital experience, whether it’s a common website, user portal, or local application. However while there continues to be no lack of marketing buzz around personalization systems, we also have very few defined approaches for implementing personalized UX.

That’s where we come in. After completing tens of personalisation projects over the past few years, we gave ourselves a purpose: could you make a systematic personalization platform especially for UX practitioners? The Personalization Pyramid is a designer-centric model for standing up human-centered customisation programs, spanning information, classification, content delivery, and general goals. By using this strategy, you will be able to understand the core elements of a modern, UX-driven personalization system ( or at the very least know enough to get started ).

Getting Started

For the sake of this article, we’ll suppose you’re already familiar with the basics of online personalization. A nice guide can be found these: Website Personalization Planning. While Graphic jobs in this area can take on several different forms, they usually stem from identical starting positions.

Common scenarios for starting a personalisation task:

• Your organization or client purchased a content management system ( CMS ) or marketing automation platform ( MAP ) or related technology that supports personalization
• The CMO, CDO, or CIO has identified personalisation as a target
• User data is disjointed or confusing
• You are running some secluded targeting strategies or A/B tests
• Partners disagree on personalization technique
• Mandate of customer privacy rules ( e. g. GDPR ) requires revisiting existing user targeting practices

Regardless of where you begin, a powerful personalization system will require the same main building blocks. We’ve captured these as the “levels” on the pyramid. Whether you are a UX designer, researcher, or strategist, understanding the core components can help make your contribution successful.

From top to bottom, the levels include:

North Star: What larger strategic objective is driving the personalization program?
1. Goals: What are the specific, measurable outcomes of the program?
2. Touchpoints: Where will the personalized experience be served?
3. Contexts and Campaigns: What personalization content will the user see?
4. User Segments: What constitutes a unique, usable audience?
5. Actionable Data: What reliable and authoritative data is captured by our technical platform to drive personalization?
6. Raw Data: What wider set of data is conceivably available ( already in our setting ) allowing you to personalize?

We’ll go through each of these levels in turn. To help make this actionable, we created an accompanying deck of cards to illustrate specific examples from each level. We’ve found them helpful in personalization brainstorming sessions, and will include examples for you here.

Starting at the Top

The components of the pyramid are as follows:

North Star

A north star is what you are aiming for overall with your personalization program ( big or small ). The North Star defines the (one ) overall mission of the personalization program. What do you wish to accomplish? North Stars cast a shadow. The bigger the star, the bigger the shadow. Example of North Starts might include:

Function: Personalize based on basic user inputs. Examples:” Raw” notifications, basic search results, system user settings and configuration options, general customization, basic optimizations
1. Feature: Self-contained personalization componentry. Examples:” Cooked” notifications, advanced optimizations ( geolocation ), basic dynamic messaging, customized modules, automations, recommenders
2. Experience: Personalized user experiences across multiple interactions and user flows. Examples: Email campaigns, landing pages, advanced messaging ( i. e. C2C chat ) or conversational interfaces, larger user flows and content-intensive optimizations ( localization ).
3. Product: Highly differentiating personalized product experiences. Examples: Standalone, branded experiences with personalization at their core, like the “algotorial” playlists by Spotify such as Discover Weekly.

Goals

As in any good UX design, personalization can help accelerate designing with customer intentions. Goals are the tactical and measurable metrics that will prove the overall program is successful. A good place to start is with your current analytics and measurement program and metrics you can benchmark against. In some cases, new goals may be appropriate. The key thing to remember is that personalization itself is not a goal, rather it is a means to an end. Common goals include:

• Conversion
• Time on task
• Net promoter score ( NPS)
• Customer satisfaction

Touchpoints

Touchpoints are where the personalization happens. As a UX designer, this will be one of your largest areas of responsibility. The touchpoints available to you will depend on how your personalization and associated technology capabilities are instrumented, and should be rooted in improving a user’s experience at a particular point in the journey. Touchpoints can be multi-device ( mobile, in-store, website ) but also more granular ( web banner, web pop-up etc. ). Here are some examples:

Channel-level Touchpoints

• Email: Role
• Email: Time of open
• In-store display ( JSON endpoint )
• Native app
• Search

Wireframe-level Touchpoints

• Web overlay
• Web alert bar
• Web banner
• Web content block
• Web menu

If you’re designing for web interfaces, for example, you will likely need to include personalized “zones” in your wireframes. The content for these can be presented programmatically in touchpoints based on our next step, contexts and campaigns.

Contexts and Campaigns

Once you’ve outlined some touchpoints, you can consider the actual personalized content a user will receive. Many personalization tools will refer to these as” campaigns” ( so, for example, a campaign on a web banner for new visitors to the website ). These will programmatically be shown at certain touchpoints to certain user segments, as defined by user data. At this stage, we find it helpful to consider two separate models: a context model and a content model. The context helps you consider the level of engagement of the user at the personalization moment, for example a user casually browsing information vs. doing a deep-dive. Think of it in terms of information retrieval behaviors. The content model can then help you determine what type of personalization to serve based on the context ( for example, an” Enrich” campaign that shows related articles may be a suitable supplement to extant content ).

Personalization Context Model:

1. Browse
2. Skim
3. Nudge
4. Feast

Personalization Content Model:

1. Alert
2. Make Easier
3. Cross-Sell
4. Enrich

We’ve written extensively about each of these models elsewhere, so if you’d like to read more you can check out Colin’s Personalization Content Model and Jeff’s Personalization Context Model.

User Segments

User segments can be created prescriptively or adaptively, based on user research ( e. g. via rules and logic tied to set user behaviors or via A/B testing ). At a minimum you will likely need to consider how to treat the unknown or first-time visitor, the guest or returning visitor for whom you may have a stateful cookie ( or equivalent post-cookie identifier ), or the authenticated visitor who is logged in. Here are some examples from the personalization pyramid:

• Unknown
• Guest
• Authenticated
• Default
• Referred
• Role
• Cohort
• Unique ID

Actionable Data

Every organization with any digital presence has data. It’s a matter of asking what data you can ethically collect on users, its inherent reliability and value, as to how can you use it ( sometimes known as “data activation”. ) Fortunately, the tide is turning to first-party data: a recent study by Twilio estimates some 80 % of businesses are using at least some type of first-party data to personalize the customer experience.

First-party data represents multiple advantages on the UX front, including being relatively simple to collect, more likely to be accurate, and less susceptible to the” creep factor” of third-party data. So a key part of your UX strategy should be to determine what the best form of data collection is on your audiences. Here are some examples:

There is a progression of profiling when it comes to recognizing and making decisioning about different audiences and their signals. It tends to move towards more granular constructs about smaller and smaller cohorts of users as time and confidence and data volume grow.

While some combination of implicit / explicit data is generally a prerequisite for any implementation ( more commonly referred to as first party and third-party data ) ML efforts are typically not cost-effective directly out of the box. This is because a strong data backbone and content repository is a prerequisite for optimization. But these approaches should be considered as part of the larger roadmap and may indeed help accelerate the organization’s overall progress. Typically at this point you will partner with key stakeholders and product owners to design a profiling model. The profiling model includes defining approach to configuring profiles, profile keys, profile cards and pattern cards. A multi-faceted approach to profiling which makes it scalable.

Pulling it Together

While the cards comprise the starting point to an inventory of sorts ( we provide blanks for you to tailor your own ), a set of potential levers and motivations for the style of personalization activities you aspire to deliver, they are more valuable when thought of in a grouping.

In assembling a card “hand”, one can begin to trace the entire trajectory from leadership focus down through a strategic and tactical execution. It is also at the heart of the way both co-authors have conducted workshops in assembling a program backlog—which is a fine subject for another article.

In the meantime, what is important to note is that each colored class of card is helpful to survey in understanding the range of choices potentially at your disposal, it is threading through and making concrete decisions about for whom this decisioning will be made: where, when, and how.

Lay Down Your Cards

Any sustainable personalization strategy must consider near, mid and long-term goals. Even with the leading CMS platforms like Sitecore and Adobe or the most exciting composable CMS DXP out there, there is simply no “easy button” wherein a personalization program can be stood up and immediately view meaningful results. That said, there is a common grammar to all personalization activities, just like every sentence has nouns and verbs. These cards attempt to map that territory.

I’ve been fascinated by shows since I was a child. I loved the heroes and the excitement—but most of all the reports. I aspired to be an artist. And I believed that I’d get to do the things that Indiana Jones did and go on interesting activities. Perhaps my friends and I had movie ideas to make and sun in. But they never went any farther. However, I did end up working in user experience ( UI). Today, I realize that there’s an element of drama to UX— I hadn’t actually considered it before, but consumer research is story. And you must show a compelling story to entice stakeholders, such as the product team and decision-makers, to learn more in order to get the most out of consumer research.

Think of your favorite film. It more than likely follows a three-act construction that’s frequently seen in movies: the layout, the conflict, and the resolution. The second act shows what exists now, and it helps you get to understand the characters and the challenges and problems that they face. Act two sets the scene for the fight and the action begins. Here, difficulties grow or get worse. The decision comes in the third and final action. This is where the issues are resolved and the figures learn and change. This structure, in my opinion, is also a fantastic way to think about customer research, and it might be particularly useful for explaining user research to others.

Use story as a framework when conducting research.

It’s sad to say, but many have come to see studies as being dispensable. Research is frequently one of the first things to go when expenses or deadlines are tight. Instead of investing in study, some goods professionals rely on manufacturers or—worse—their personal judgment to make the “right” options for users based on their experience or accepted best practices. That may get groups a little bit out of the way, but that approach is therefore easily miss out on resolving people ‘ real issues. To be user-centered, this is something we really avoid. User study improves style. It keeps it on record, pointing to problems and opportunities. Being aware of problems with your goods and taking corrective actions can help you keep ahead of your competition.

In the three-act structure, each action corresponds to a part of the process, and each part is important to telling the whole story. Let’s examine the various functions and how they relate to consumer analysis.

Act one: installation

The fundamental research comes in handy because the layout is all about understanding the background. Basic research ( also called conceptual, discovery, or preliminary research ) helps you understand people and identify their problems. You’re learning about the problems people face now, what options are available, and how those challenges impact them, just like in the films. To do basic research, you may conduct cultural inquiries or journal studies ( or both! ), which may assist you in identifying both problems and opportunities. It doesn’t need to get a great investment in time or money.

Erika Hall discusses the most effective anthropology, which can be as straightforward as spending 15 hours with a customer and asking them to” Walk me through your morning yesterday.” That’s it. Provide that one ask. Locked up and listen to them for 15 days. Do everything in your power to keep yourself and your pursuits out of it. Bam, you’re doing ethnography”. According to Hall, “[This ] will probably prove quite fascinating. In the very unlikely event that you didn’t learn anything new or helpful, carry on with increased confidence in your way”.

This makes perfect sense to me. And I love that this makes consumer studies so visible. You can simply attract participants and carry out the recruitment process without having to make a lot of paperwork! This can offer a wealth of knowledge about your customers, and it’ll help you better understand them and what’s going on in their life. That’s exactly what work one is all about: understanding where people are coming from.

Maybe Spool talks about the importance of basic research and how it really type the bulk of your research. If you can complement what you’ve heard in the basic studies by using any more user data that you can obtain, such as surveys or analytics, or if you can identify areas that need more investigation. Together, all this information creates a clearer picture of the state of things and all its deficiencies. And that’s the start of a gripping tale. It’s the place in the story where you realize that the principal characters—or the people in this case—are facing issues that they need to conquer. This is where you begin to develop compassion for the figures and support their success, much like in the movies. And finally participants are now doing the same. Their business may lose money because users can’t finish specific tasks, which may be their love. Or probably they do connect with customers ‘ problems. In any case, action one serves as your main strategy to pique the interest and interest of the participants.

When partners begin to understand the value of basic research, that is open doors to more opportunities that involve users in the decision-making approach. And that can influence product groups ‘ focus on improving. This rewards everyone—users, the goods, and partners. It’s similar to winning an Oscar for a film; it frequently results in a favorable reception and success for your item. And this can be an opportunity for participants to repeat this process with different items. The secret to this approach is storytelling, and knowing how to tell a compelling story is the only way to entice partners to do more research.

This brings us to work two, where you incrementally examine a design or idea to see whether it addresses the problems.

Act two: fight

Act two is all about digging deeper into the issues that you identified in operate one. This typically involves conducting vertical study, such as accessibility tests, where you evaluate a potential solution ( such as a design ) to see if it addresses the problems you identified. The issues may contain unmet needs or problems with a circulation or procedure that’s tripping users away. More issues may come up in the process, much like in act two of a movie. It’s here that you learn more about the figures as they grow and develop through this action.

According to Jakob Nielsen, five users should be normally in usability tests, which means that this number of users can generally identify the majority of the issues:” As you add more and more users, you learn less and less because you will keep seeing the same things again and again… After the fifth user, you are wasting your time by observing the same findings frequently but not learning much new.”

There are parallels with storytelling here too, if you try to tell a story with too many characters, the plot may get lost. With fewer participants, each user’s struggles will be more memorable and accessible to other parties when presenting the research. This can help convey the issues that need to be addressed while also highlighting the value of doing the research in the first place.

Usability tests have been conducted in person for tens of thousands of years, but remote testing can also be done using software like Microsoft Teams, Zoom, or other teleconferencing tools. This approach has become increasingly popular since the beginning of the pandemic, and it works well. You might consider in-person usability tests like attending a play and remote sessions as more of a movie watching experience. There are advantages and disadvantages to each. Usability research in person is a much more valuable learning experience. Stakeholders can experience the sessions with other stakeholders. Additionally, you get real-time reactions, including surprises, disagreements, and discussions about what they’re seeing. Much like going to a play, where audiences get to take in the stage, the costumes, the lighting, and the actors ‘ interactions, in-person research lets you see users up close, including their body language, how they interact with the moderator, and how the scene is set up.

If conducting usability testing in the field is like watching a play that is staged and controlled, where any two sessions may be very different from one another. You can take usability testing into the field by creating a replica of the space where users interact with the product and then conduct your research there. Or you can conduct your research by meeting users at their locations. With either option, you get to see how things work in context, things come up that wouldn’t have in a lab environment—and conversion can shift in entirely different directions. You have less control over how these sessions end as researchers, but this can occasionally help you understand users even better. Meeting users where they are can provide clues to the external forces that could be affecting how they use your product. In-person usability tests add a level of detail that is frequently absent from remote usability tests.

That’s not to say that the “movies” —remote sessions—aren’t a good option. A wider audience can be obtained from remote sessions. They allow a lot more stakeholders to be involved in the research and to see what’s going on. Additionally, they make access to a much wider user base geographically. But with any remote session there is the potential of time wasted if participants can’t log in or get their microphone working.

The advantage of usability testing, whether conducted remotely or in person, is that you can ask real users questions to understand their reasoning and understanding of the problem. This can help you not only identify problems but also glean why they’re problems in the first place. Additionally, you can test your own hypotheses and determine whether your reasoning is correct. By the end of the sessions, you’ll have a much clearer picture of how usable the designs are and whether they work for their intended purposes. The excitement centers on Act 2, but there are also potential surprises in that Act. This is equally true of usability tests. Unexpected things that participants say frequently alter the way you look at things, and these unexpected revelations can lead to unexpected turns in the narrative.

Unfortunately, user research is sometimes seen as expendable. Usability testing is frequently the only method of research that some stakeholders believe they ever need, and it’s too frequently the case. In fact, if the designs that you’re evaluating in the usability test aren’t grounded in a solid understanding of your users ( foundational research ), there’s not much to be gained by doing usability testing in the first place. Because you’re narrowing the scope of what you’re receiving feedback on without understanding the needs of the users. As a result, there’s no way of knowing whether the designs might solve a problem that users have. In the context of a usability test, it’s only feedback on a particular design.

On the other hand, if you only do foundational research, while you might have set out to solve the right problem, you won’t know whether the thing that you’re building will actually solve that. This demonstrates the value of conducting both directional and foundational research.

In act two, stakeholders will—hopefully—get to watch the story unfold in the user sessions, which creates the conflict and tension in the current design by surfacing their highs and lows. And in turn, this can encourage stakeholders to take action on the issues raised.

Act three: resolution

The third act is about resolving the issues raised by the first two acts, whereas the first two are about comprehending the context and the tensions that can compel action. While it’s important to have an audience for the first two acts, it’s crucial that they stick around for the final act. That includes all members of the product team, including developers, UX experts, business analysts, delivery managers, product managers, and any other parties who have a say in the coming development. It allows the whole team to hear users ‘ feedback together, ask questions, and discuss what’s possible within the project’s constraints. Additionally, it enables the UX design and research teams to clarify, suggest alternatives, or provide more context for their choices. So you can get everyone on the same page and get agreement on the way forward.

This act is primarily told through voiceover with some audience participation. The researcher is the narrator, who paints a picture of the issues and what the future of the product could look like given the things that the team has learned. They provide the stakeholders with their suggestions and suggestions for how to create this vision.

Nancy Duarte in the Harvard Business Review offers an approach to structuring presentations that follow a persuasive story. The most effective presenters employ the same methods as great storytellers: By reaffirming the status quo and then revealing a better way, they create a conflict that needs to be resolved, writes Duarte. ” That tension helps them persuade the audience to adopt a new mindset or behave differently”.

This type of structure aligns well with research results, and particularly results from usability tests. It provides proof for “what is “—the issues you’ve identified. And “what could be “—your recommendations on how to address them. And so forth.

You can reinforce your recommendations with examples of things that competitors are doing that could address these issues or with examples where competitors are gaining an edge. Or they can be visual, like quick sketches of how a new design could look that solves a problem. These can help generate conversation and momentum. And this continues until the session is over when you’ve concluded by bridging the gaps and offering suggestions for improvement. This is the part where you reiterate the main themes or problems and what they mean for the product—the denouement of the story. The stakeholders will now have the opportunity to take the next steps, and hopefully the will-power to do so!

While we are nearly at the end of this story, let’s reflect on the idea that user research is storytelling. The three-act structure of user research contains all the components for a good story:

Act one: You meet the protagonists ( the users ) and the antagonists ( the problems affecting users ). The plot begins here. In act one, researchers might use methods including contextual inquiry, ethnography, diary studies, surveys, and analytics. These techniques can produce personas, empathy maps, user journeys, and analytics dashboards.

Act two: Next, there’s character development. The protagonists encounter problems and challenges, which they must overcome, and there is conflict and tension. In act two, researchers might use methods including usability testing, competitive benchmarking, and heuristics evaluation. Usability findings reports, UX strategy documents, usability guidelines, and best practices can be included in the output of these.

Act three: The protagonists triumph and you see what a better future looks like. Researchers may use techniques like presentation decks, storytelling, and digital media in act three. The output of these can be: presentation decks, video clips, audio clips, and pictures.

The researcher performs a number of tasks: they are the producer, the director, and the storyteller. The participants have a small role, but they are significant characters ( in the research ). And the audience is one of the stakeholders. But the most important thing is to get the story right and to use storytelling to tell users ‘ stories through research. By the end, the parties should leave with a goal and an eagerness to address the product’s flaws.

So the next time that you’re planning research with clients or you’re speaking to stakeholders about research that you’ve done, think about how you can weave in some storytelling. In the end, user research is beneficial for everyone, and all you need to do is pique stakeholders ‘ interest in how the story ends.

The personalization space is true, between the dream of getting it right and the worry of it going wrong ( like when we encounter “persofails” similar to a company’s constant plea to regular people to purchase additional bathroom seats ). It’s an particularly confusing place to be a modern professional without a map, a map, or a strategy.

There are no Lonely Planet and some tour guides for those of you who want to personalize because powerful customisation is so dependent on each group’s talent, technology, and market position.

But you can ensure that your group has packed its carriers rationally.

There’s a DIY method to increase your chances for achievement. You’ll at least at least disarm your boss ‘ irrational exuberance. Before the group you’ll need to properly plan.

We refer to it as prepersonalization.

Behind the audio

Take into account the DJ have on Spotify, which was introduced last month.

We’re used to seeing the polished final outcome of a personalization function. A personal have had to be conceived, budgeted, and prioritized before the year-end prize, the making-of-backstory, or the behind-the-scenes success chest. Before any customisation have goes live in your product or service, it lives amid a delay of valuable ideas for expressing consumer experiences more automatically.

How do you decide where to position personalisation wagers? How do you design regular interactions that hasn’t journey up users or—worse—breed mistrust? We’ve discovered that several budgeted programs second required one or more workshops to join key stakeholders and domestic customers of the technology in order to justify their continuous investments. Make it count.

We’ve closely observed the same evolution with our consumers, from major software to young companies. In our experience with working on small and large personalization work, a program’s best monitor record—and its capacity to weather tough questions, work steadily toward shared answers, and manage its design and engineering efforts—turns on how successfully these prepersonalization activities play out.

Effective seminars consistently separate successful future endeavors from ineffective ones, saving many hours of time, resources, and overall well-being.

A personalization training involves a protracted work of testing and function development. It’s never a technical load switch-flip. It’s ideal managed as a queue that usually evolves through three actions:

1. customer experience optimization ( CXO, also known as A/B testing or experimentation )
2. always-on automations ( whether rules-based or machine-generated )
3. mature features or standalone product development ( such as Spotify’s DJ experience )

This is why we created our democratic personalization platform and why we’re field-testing an following deck of cards: we believe that there’s a foundation grammar, a set of “nouns and verbs” that your organization can use to style experiences that are customized, personalized, or automated. You won’t require these cards. But we strongly recommend that you create something similar, whether that might be digital or physical.

Set the timer for the kitchen.

How long does it take to cook up a prepersonalization workshop? The evaluation activities that we suggest including can ( and frequently do ) last for weeks. For the core workshop, we recommend aiming for two to three days. Here are a summary of our broad approach and information on the most crucial first-day activities.

The full arc of the wider workshop is threefold:

Kickstart: This specifies the terms of engagement as you concentrate on both the potential and the team’s and leadership’s readiness and drive.
1. Plan your work: This is the heart of the card-based workshop activities where you specify a plan of attack and the scope of work.
2. Work your plan: This stage consists of making it possible for team members to individually present their own pilots, which each include a proof-of-concept project, business case, and operating model.

Give yourself at least a day, split into two large time blocks, to power through a concentrated version of those first two phases.

Kickstart: Apt your appetite

We call the first lesson the “landscape of connected experience“. It looks at the possibilities for personalization in your company. A connected experience, in our parlance, is any UX requiring the orchestration of multiple systems of record on the backend. This might be a marketing-automation platform combined with a content-management system. It could be a digital-asset manager combined with a customer-data platform.

Create a conversation by mentioning consumer and business-to-business examples of connected experience interactions that you admire, find familiar, or even dislike. This should cover a representative range of personalization patterns, including automated app-based interactions ( such as onboarding sequences or wizards ), notifications, and recommenders. These cards contain a catalog, which we have. Here’s a list of 142 different interactions to jog your thinking.

It’s all about setting the tone. What are the possible paths for the practice in your organization? Here’s a long-form primer and a strategic framework for a broad perspective.

Assess each example that you discuss for its complexity and the level of effort that you estimate that it would take for your team to deliver that feature ( or something similar ). In our cards, we break down connected experiences into five categories: functions, features, experiences, complete products, and portfolios. Size your own build here. This will help to draw attention to the benefits of ongoing investment as well as the difference between what you currently offer and what you intend to offer in the future.

Next, have your team plot each idea on the following 2×2 grid, which lays out the four enduring arguments for a personalized experience. This is crucial because it emphasizes how personalization can affect your own ways of working as well as your external customers. It’s also a reminder ( which is why we used the word argument earlier ) of the broader effort beyond these tactical interventions.

Each team member should decide where their focus should be placed for your product or service. Naturally, you can’t prioritize all of them. Here, the goal is to show how various departments may view their own benefits from the effort, which can vary from one department to the next. Documenting your desired outcomes lets you know how the team internally aligns across representatives from different departments or functional areas.

The third and final kickstart activity is about filling in the personalization gap. Is your customer journey well documented? Will ensuring data and privacy is a major challenge too much? Do you have content metadata needs that you have to address? ( We’re pretty sure you do; it’s just a matter of acknowledging the magnitude of that need and finding a solution. ) In our cards, we’ve noted a number of program risks, including common team dispositions. For instance, our Detractor card lists six protracted behavior that is harmful to the development of our country.

Effectively collaborating and managing expectations is critical to your success. Consider the potential obstacles to your upcoming progress. Press the participants to name specific steps to overcome or mitigate those barriers in your organization. According to research, personalization initiatives face a number of common obstacles.

At this point, you’ve hopefully discussed sample interactions, emphasized a key area of benefit, and flagged key gaps? You’re all set to go on, good.

Hit that test kitchen

What will you need next to bring your personalized recipes to life. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. They give you a variety of options for how your organization can conduct its activities because of their broad and potent capabilities. This presents the question: Where do you begin when you’re configuring a connected experience?

The key here is to avoid treating the installed software like some imagined kitchen from a fantasy remodeling project ( as one of our client executives humorously put it ). These software engines are more like test kitchens where your team can begin devising, tasting, and refining the snacks and meals that will become a part of your personalization program’s regularly evolving menu.

Over the course of the workshop, the ultimate menu of the prioritized backlog will come together. And creating “dishes” is the way that you’ll have individual team stakeholders construct personalized interactions that serve their needs or the needs of others.

Recipes have ingredients in them, and those recipes have ingredients.

Verify your ingredients

You’ll ensure that you have everything you need to create your desired interaction ( or that you can determine what needs to be added to your pantry like a good product manager ) and that you have validated with the right stakeholders present. These ingredients include the audience that you’re targeting, content and design elements, the context for the interaction, and your measure for how it’ll come together.

Not just discovering requirements, it is. Documenting your personalizations as a series of if-then statements lets the team:

1. compare findings to a unified approach for developing features, similar to how artists paint with the same color palette,
2. specify a consistent set of interactions that users find uniform or familiar,
3. and establish parity among performance indicators and key performance indicators as well.

This helps you streamline your designs and your technical efforts while you deliver a shared palette of core motifs of your personalized or automated experience.

Create your recipe.

What ingredients are important to you? Consider the construct “what-what-when-why”

• Who are your key audience segments or groups?
• What kind of content will you offer them, what design elements, and under what circumstances?
• And for which business and user benefits?

Five years ago, we created these cards and card categories. We regularly play-test their fit with conference audiences and clients. And we still come across fresh possibilities. But they all follow an underlying who-what-when-why logic.

In the cards in the accompanying photo below, you can typically follow along with right to left in three examples of subscription-based reading apps.

1. Nurture personalization: When a guest or an unknown visitor interacts with a product title, a banner or alert bar appears that makes it easier for them to encounter a related title they may want to read, saving them time.
2. Welcome automation: An email is sent when a new user registers to highlight the breadth of the content catalog and convert them to happy subscribers.
3. Winback automation: Before their subscription lapses or after a recent failed renewal, a user is sent an email that gives them a promotional offer to suggest that they reconsider renewing or to remind them to renew.

We’ve also found that sometimes this process comes together more effectively by cocreating the recipes themselves, so a good preworkshop activity might be to think about what these cards might be for your organization. Start with a set of blank cards, and begin labeling and grouping them through the design process, eventually distilling them to a refined subset of highly useful candidate cards.

The later stages of the workshop could be characterized as moving from focusing on a cookbook to a more nuanced customer-journey mapping. Individual” cooks” will pitch their recipes to the team, using a common jobs-to-be-done format so that measurability and results are baked in, and from there, the resulting collection will be prioritized for finished design and delivery to production.

Architecture must be improved to produce better kitchens.

Simplifying a customer experience is a complicated effort for those who are inside delivering it. Beware of anyone who contradicts your advice. With that being said,” Complicated problems can be hard to solve, but they are addressable with rules and recipes“.

A team overfitting: they aren’t designing with their best data, is what causes personalization to become a laugh line. Like a sparse pantry, every organization has metadata debt to go along with its technical debt, and this creates a drag on personalization effectiveness. For instance, your AI’s output quality is in fact impacted by your IA. Spotify’s poster-child prowess today was unfathomable before they acquired a seemingly modest metadata startup that now powers its underlying information architecture.

You can’t stand the heat, in fact…

Personalization technology opens a doorway into a confounding ocean of possible designs. Only a deliberate and cooperative approach will produce the desired outcome. So banish the dream kitchen. Instead, head to the test kitchen to save time, preserve job security, and avoid imagining the creative concepts that come from your organization’s masters. There are meals to serve and mouths to feed.

This organizational framework gives you a fighting chance at long-term success as well as solid ground. Wiring up your information layer isn’t an overnight affair. However, you’ll have solid ground for success if you use the same cookbook and the same recipes. We designed these activities to make your organization’s needs concrete and clear, long before the hazards pile up.

Although there are associated costs associated with purchasing this kind of technology and product design, your time well spent is on sizing up and confronting your unique situation and digital skills. Don’t squander it. The pudding is the proof, as they say.

The same holds true for those of us who are currently employed in design and development. Having worked on the web for about three years at this point, I’ve seen the typical wax and wane of concepts, strategies, and systems. Every day we as developers and designers re-enter a routine music, a brand-new concept or technology emerges to shake things up and completely alter our world.

How we got below

I built my first website in the mid-’90s. Design and development on the web back then was a free-for-all, with few established norms. For any layout aside from a single column, we used table elements, often with empty cells containing a single pixel spacer GIF to add empty space. We styled text with numerous font tags, nesting the tags every time we wanted to vary the font style. And we had only three or four typefaces to choose from: Arial, Courier, or Times New Roman. When Verdana and Georgia came out in 1996, we rejoiced because our options had nearly doubled. The only safe colors to choose from were the 216 “web safe” colors known to work across platforms. The few interactive elements (like contact forms, guest books, and counters) were mostly powered by CGI scripts (predominantly written in Perl at the time). Achieving any kind of unique look involved a pile of hacks all the way down. Interaction was often limited to specific pages in a site.

the development of internet requirements

At the turn of the century, a new cycle started. Crufty code littered with table layouts and font tags waned, and a push for web standards waxed. Newer technologies like CSS got more widespread adoption by browsers makers, developers, and designers. This shift toward standards didn’t happen accidentally or overnight. It took active engagement between the W3C and browser vendors and heavy evangelism from folks like the Web Standards Project to build standards. A List Apart and books like Designing with Web Standards by Jeffrey Zeldman played key roles in teaching developers and designers why standards are important, how to implement them, and how to sell them to their organizations. And approaches like progressive enhancement introduced the idea that content should be available for all browsers—with additional enhancements available for more advanced browsers. Meanwhile, sites like the CSS Zen Garden showcased just how powerful and versatile CSS can be when combined with a solid semantic HTML structure.

Server-side language like PHP, Java, and.NET took Perl as the primary back-end computers, and the cgi-bin was tossed in the garbage bin. The first age of internet programs started with content-management systems (especially those used in blogs like Blogger, Grey Matter, Movable Type, and WordPress ), with these better server-side equipment. In the mid-2000s, AJAX opened gates for sequential interaction between the front end and back close. Pages was now revise their content without having to reload it. A grain of Script frameworks like Prototype, YUI, and ruby arose to aid developers develop more credible client-side conversation across browsers that had wildly varying levels of standards support. Techniques like photo replacement enable the use of fonts by skilled developers and developers. And technology like Flash made it possible to include movies, sports, and even more engagement.

These new methods, requirements, and solutions greatly boosted the sector’s growth. Web style flourished as manufacturers and designers explored more different styles and designs. However, we also relied heavily on numerous exploits. Early CSS was a huge improvement over table-based layouts when it came to basic layout and text styling, but its limitations at the time meant that designers and developers still relied heavily on images for complex shapes ( such as rounded or angled corners ) and tiled backgrounds for the appearance of full-length columns (among other hacks ). All kinds of nested floats or absolute positioning ( or both ) were necessary for complicated layouts. Display and photo substitute for specialty styles was a great start toward varying the designs from the big five, but both tricks introduced convenience and efficiency issues. Additionally, JavaScript libraries made it simple to add a dash of interaction to pages without having to spend the money to double or even quadruple the download size for basic websites.

The web as software platform

The interplay between the front end and the back end continued to grow, which led to the development of the current era of modern web applications. Between expanded server-side programming languages ( which kept growing to include Ruby, Python, Go, and others ) and newer front-end tools like React, Vue, and Angular, we could build fully capable software on the web. Along with these tools, there were additional options, such as shared package libraries, build automation, and collaborative version control. What was once primarily an environment for linked documents became a realm of infinite possibilities.

Mobile devices also increased in their capabilities, and they gave us access to internet in our pockets at the same time. Mobile apps and responsive design opened up opportunities for new interactions anywhere and any time.

This fusion of potent mobile devices and potent development tools contributed to the growth of social media and other centralized tools for people to use and interact with. As it became easier and more common to connect with others directly on Twitter, Facebook, and even Slack, the desire for hosted personal sites waned. Social media provided connections on a global scale, with both the positive and negative effects.

Want a much more extensive history of how we got here, with some other takes on ways that we can improve? ” Of Time and the Web” was written by Jeremy Keith. Or check out the” Web Design History Timeline” at the Web Design Museum. Additionally, Neal Agarwal takes a fascinating tour of” Internet Artifacts.”

Where we are now

It seems like we’ve reached yet another significant turning point in the last couple of years. As social-media platforms fracture and wane, there’s been a growing interest in owning our own content again. From the tried-and-true classic of hosting plain HTML files to static site generators and content management systems of all kinds, there are many different ways to create websites. The fracturing of social media also comes with a cost: we lose crucial infrastructure for discovery and connection. Webmentions, RSS, ActivityPub, and other IndieWeb tools can be useful in this regard, but they’re still largely underdeveloped and difficult to use for the less geeky. We can build amazing personal websites and add to them regularly, but without discovery and connection, it can sometimes feel like we may as well be shouting into the void.

Browser support for CSS, JavaScript, and other web components has increased, particularly with initiatives like Interop. New technologies gain support across the board in a fraction of the time that they used to. I frequently find out about a new feature and check its browser support only to discover that its coverage is already over 80 %. Nowadays, the barrier to using newer techniques often isn’t browser support but simply the limits of how quickly designers and developers can learn what’s available and how to adopt it.

With a few commands and a few lines of code, we can currently prototype almost any concept. All the tools that we now have available make it easier than ever to start something new. However, as the initial cost of these frameworks may be saved in the beginning, it eventually becomes due as their upkeep and maintenance becomes a component of our technical debt.

If we rely on third-party frameworks, adopting new standards can sometimes take longer since we may have to wait for those frameworks to adopt those standards. These frameworks, which previously made it easier to adopt new techniques sooner, have since evolved into obstacles. These same frameworks often come with performance costs too, forcing users to wait for scripts to load before they can read or interact with pages. And when scripts fail ( whether due to poor code, network issues, or other environmental factors ), there is frequently no other option, leaving users with blank or broken pages.

Where do we go from here?

Hacks of today help to shape standards for the future. And there’s nothing inherently wrong with embracing hacks —for now—to move the present forward. Problems only arise when we refuse to acknowledge that they are hacks or when we choose not to replace them. So what can we do to create the future we want for the web?

Build for the long haul. Optimize for performance, for accessibility, and for the user. weigh the price of those user-friendly tools. They may make your job a little easier today, but how do they affect everything else? What is the price to the users? To future developers? To adoption of standards? Sometimes the convenience may be worth it. Sometimes it’s just a hack that you’ve gotten used to. And sometimes it’s holding you back from even better options.

Start with the basics. Standards continue to evolve over time, but browsers have done a remarkably good job of continuing to support older standards. The same holds true for third-party frameworks, though. Sites built with even the hackiest of HTML from the’ 90s still work just fine today. Even after a few years, the same can’t be said about websites created with frameworks.

Design with care. Consider the effects of each choice, whether it is your craft, which is code, pixels, or processes. The convenience of many a modern tool comes at the cost of not always understanding the underlying decisions that have led to its design and not always considering the impact that those decisions can have. Use the time saved by modern tools to consider more carefully and design with consideration rather than rush to “move fast and break things”

Always be learning. If you constantly learn, you also develop. Sometimes it may be hard to pinpoint what’s worth learning and what’s just today’s hack. Even if you were to concentrate solely on learning standards, you might end up focusing on something that won’t matter next year. ( Remember XHTML? ) However, ongoing learning opens up new neural connections in your brain, and the techniques you learn in one day may be used to inform different experiments in the future.

Play, experiment, and be weird! This website we created is the most incredible experiment. It’s the single largest human endeavor in history, and yet each of us can create our own pocket within it. Be brave and try something new. Build a playground for ideas. In your own bizarre science lab, conduct absurd experiments. Start your own small business. There is no better place for being more creative, risk-taking, and expressing our creativity.

Share and amplify. As you play, experiment, and learn, share what has worked for you. Write on your own website, post on whichever social media site you prefer, or shout it from a TikTok. Write something for A List Apart! But take the time to amplify others too: find new voices, learn from them, and share what they’ve taught you.

Go ahead and create a masterpiece.

As designers and developers for the web ( and beyond ), we’re responsible for building the future every day, whether that may take the shape of personal websites, social media tools used by billions, or anything in between. Let’s give everything we produce a positive vibe by infusing our values into everything we do. Create that thing that only you are uniquely qualified to make. Then distribute it, improve it, re-use it, or create something new with it. Learn. Make. Share. grow. Rinse and repeat. Everything will change whenever you believe you have the ability to use the internet.

I’d like you to consider this a “yes … and” piece to complement Joe’s post. I’m not trying to reject any of what he’s saying, but rather to give some context to initiatives and options where AI may produce real, positive impacts on people with disabilities. To be clear, I’m not saying that there aren’t true threats or pressing problems with AI that need to be addressed; there are, and we’ve needed to address them, like, yesterday; instead, I want to take a moment to talk about what’s possible so that we can get there one day.

Other words

Joe’s article spends a lot of time examining how computer vision versions can create other words. He raises a lot of legitimate points regarding the state of the world right now. And while computer-vision concepts continue to improve in the quality and complexity of information in their information, their benefits aren’t wonderful. As he rightly points out, the state of image research is currently very poor, especially for some graphic types, in large part due to the lack of context for which AI systems look at images ( which is a result of having separate “foundation” models for words analysis and picture analysis ). Today’s models aren’t trained to distinguish between images that are contextually relevant ( should probably have descriptions ) and those that are purely decorative ( couldn’t possibly need a description ) either. Nonetheless, I still think there’s possible in this area.

As Joe points out, alt text editing via human-in-the-loop should be a given. And if AI can intervene and provide a starting point for alt text, even if the swift reads,” What is this BS?” That’s certainly correct at all … Let me try to offer a starting point— I think that’s a win.

If we can specifically station a design to examine image usage in context, it might help us more quickly determine which images are likely to be elegant and which ones are likely to need a description. That will help clarify which situations require image descriptions, and it will increase authors ‘ effectiveness in making their sites more visible.

While complex images—like graphs and charts—are challenging to describe in any sort of succinct way ( even for humans ), the image example shared in the GPT4 announcement points to an interesting opportunity as well. Let’s say you came across a map that merely stated the chart’s name and the type of representation it was:” Pie chart comparing smartphone use to have phone usage in US households making under$ 30, 000 annually.” ( That would be a pretty bad alt text for a chart because it would frequently leave many unanswered questions about the data, but let’s just assume that that was the description in place. ) If your website knew that that picture was a pie graph ( because an onboard model concluded this ), imagine a world where people could ask questions like these about the creative:

• Do more people use smartphones or other types of smartphones?
• How many more?
• Is there a group of people that don’t fall into either of these buckets?
• What number is that?

For a moment, the chance to learn more about images and data in this way could be revolutionary for people who are blind and low vision as well as for those with various forms of color blindness, cognitive disabilities, and other issues. Putting aside the realities of large language model ( LLM) hallucinations, where a model just makes up plausible-sounding “facts,” It could also be useful in educational contexts to help people who can see these charts, as is, to understand the data in the charts.

What if you could ask your browser to make a complicated chart simpler? What if you demanded that the line graph be isolated into just one line? What if you could ask your browser to transpose the colors of the different lines to work better for form of color blindness you have? What if you demanded that it switch colors in favor of patterns? That seems like a possibility given the chat-based interfaces and our current ability to manipulate images in modern AI tools.

Now imagine a purpose-built model that could extract the information from that chart and convert it to another format. Perhaps it could convert that pie chart (or, better yet, a series of pie charts ) into more usable ( and useful ) formats, like spreadsheets, for instance. That would be incredible!

Matching algorithms

When Safiya Umoja Noble chose to put her book Algorithms of Oppression, she hit the nail on the head. Although her book focused on the ways that search engines can foster racism, I believe it’s equally true that all computer models have the potential to foster conflict, prejudice, and intolerance. Whether it’s Twitter always showing you the latest tweet from a bored billionaire, YouTube sending us into a Q-hole, or Instagram warping our ideas of what natural bodies look like, we know that poorly authored and maintained algorithms are incredibly harmful. Many of these are the result of a lack of diversity in the people who create and build them. There is real potential for algorithm development when these platforms are built with inclusive features in, though.

Take Mentra, for example. They serve as a network of people with disabilities. They employ an algorithm to match job seekers with potential employers based on more than 75 data points. On the job-seeker side of things, it considers each candidate’s strengths, their necessary and preferred workplace accommodations, environmental sensitivities, and so on. On the employer side, it takes into account each work environment, communication strategies for each job, and other factors. Mentra made the decision to change the script when it came to the typical employment websites because it was run by neurodivergent people. They use their algorithm to propose available candidates to companies, who can then connect with job seekers that they are interested in, reducing the emotional and physical labor on the job-seeker side of things.

More people with disabilities can be used to create algorithms, which can lessen the likelihood that they will harm their communities. That’s why diverse teams are so crucial.

Imagine that a social media company’s recommendation engine was tuned to analyze who you’re following and if it was tuned to prioritize follow recommendations for people who talked about similar things but who were different in some key ways from your existing sphere of influence. For instance, if you follow a group of white men who are not white or aren’t white and who also discuss AI, it might be wise to follow those who are also disabled or who are not white. If you followed its recommendations, you might learn more about what’s happening in the AI field. These same systems should also use their understanding of biases about particular communities—including, for instance, the disability community—to make sure that they aren’t recommending any of their users follow accounts that perpetuate biases against (or, worse, spewing hate toward ) those groups.

Other ways that AI can assist people with disabilities

If I weren’t attempting to combine this with other tasks, I’m sure I could go on and on, giving various examples of how AI could be used to assist people with disabilities, but I’m going to make this last section into a bit of a lightning round. In no particular order:

Voice preservation You may have been aware of the voice-prescribing options from Microsoft, Acapela, or others, or you may have seen the VALL-E paper or Apple’s announcement for Global Accessibility Awareness Day. It’s possible to train an AI model to replicate your voice, which can be a tremendous boon for people who have ALS ( Lou Gehrig’s disease ) or motor-neuron disease or other medical conditions that can lead to an inability to talk. This technology can also be used to create audio deepfakes, so it’s something we need to approach responsibly, but the technology has truly transformative potential.
• voice recognition is. Researchers like those in the Speech Accessibility Project are paying people with disabilities for their help in collecting recordings of people with atypical speech. As I type, they are currently hiring people with Parkinson’s and related conditions, and they intend to expand this list as the project develops. More people with disabilities will be able to use voice assistants, dictation software, and voice-response services, as well as to use only their voices to control computers and other devices, according to this research.
• Text transformation. The most recent generation of LLMs is quite capable of changing existing text without giving off hallucinations. This is incredibly empowering for those who have cognitive disabilities and who may benefit from text summaries or simplified versions, or even text that has been prepared for bionic reading.

The importance of diverse teams and data

We must acknowledge the importance of our differences. The intersections of the identities we exist in have an impact on our lived experiences. These lived experiences—with all their complexities ( and joys and pain ) —are valuable inputs to the software, services, and societies that we shape. Our differences must be reflected in the data we use to develop new models, and those who provide it need to be compensated for doing so. More robust models are produced by inclusive data sets, which promote more justifiable outcomes.

Want a model that doesn’t demean or patronize or objectify people with disabilities? Make sure that you include information about disabilities that has been written by people with a variety of disabilities in the training data.

Want a model that doesn’t speak in ableist language? You may be able to use existing data sets to build a filter that can intercept and remediate ableist language before it reaches readers. Despite this, AI models won’t soon replace human copy editors when it comes to sensitivity reading.

Want a copilot for coding that provides recomprehensible recommendations after the jump? Train it on code that you know to be accessible.

I have no doubt that AI has the potential to harm people today, tomorrow, and long into the future. However, I also think that we can acknowledge this and make thoughtful, thoughtful, and intentional changes in our approaches to AI that will reduce harm over time as well. Today, tomorrow, and well into the future.

Many thanks to Kartik Sawhney for supporting the development of this article, Ashley Bischoff for providing me with invaluable editorial support, and of course, Joe Dolson for the prompt.

I have a creative side. What I do involves science. It’s a puzzle. I don’t perform it as much as I let it be done by me.

I am imaginative. This brand is not appropriate for all creatives. No everyone sees themselves in this way. Some innovative individuals incorporate technology into their work. That is the way they are, and I take that into account. Perhaps I even have a small fear for them. However, my thinking and being are unique.

Apologizing and qualifying in advance is a diversion. That’s what my head does to destroy me. I’ll leave it alone for today. I may regret and be qualified at any time. After I’ve said what I should have. which is sufficient.

Except when it flows like a beverage valley and is simple.

Sometimes it does go that approach. Maybe I have to make something right away. I’ve learned to avoid saying it right away because people think you don’t work hard enough when you know it’s the best idea when you’re on the go and you know it’s the best idea.

Sometimes I just keep working until the thought strikes me. It occasionally arrives right away, but I don’t remind people for three weeks. Sometimes I get so excited about something that just happened that I blurt it out and didn’t stop myself. like a child who discovered a prize in a box of Cracker Jacks. I occasionally manage to escape this. Yes, that is the best idea, but sometimes another persons disagree. They don’t usually, and I regret losing my passion.

Passion should be saved for the meeting, where it will matter. Certainly the informal get-together that comes before that meeting with two more meetings. Nothing understands why we hold these gatherings. We keep saying we’re going to get rid of them, but we just keep trying to find different ways to get them. They occasionally yet excel. But occasionally they are a hindrance to the actual job. Depending on what you do and where you do it, the ratio between when conferences are valuable and when they are a sad distraction vary. also who you are and what you do. I’ll go over it once more. I have a creative side. That is the topic.

Sometimes, despite many hours of diligent effort, someone is hardly useful. Often I have to accept that and move on to the next task.

Don’t inquire about the procedure. I have a creative side.

I am imaginative. My dreams are not in my power. And I have no power over my best tips.

I may hammer apart and often find it useful to surround myself with images or information. I can go for a move, which occasionally works. There is a Eureka that has nothing to do with sizzling fuel and flowing pots. I may be making dinner. I frequently have a sense of direction when I awaken. The idea that may have saved me disappears almost as frequently as I become aware and a part of the world once more as a senseless wind of oblivion. For imagination, in my opinion, comes from that other planet. The one that we enter in ambitions and, possibly, before and after death. I’m not a writer, so that’s up to writers to think about. I have a creative side. And it’s for philosophers to build massive forces in their imaginative world that they claim to be true. But that is yet another diversion. And a sad one. Possibly on a much bigger issue than whether or not I am creative. But this is still a departure from what I said when I came below.

Often the outcome is evasion. And suffering. Do you know the actor who is tortured by the cliché? Even when the artist ( this place that noun in quotes ) attempts to write a sweet drink jingle, a call in a worn-out comedy, or a budget ask, it’s true.

Some individuals who detest being called artistic perhaps been closeted artists, but that’s between them and their gods. No act here. Yours is also real. But I should take care of me.

Creatives understand artists.

Disadvantages know cons, just like real rappers recognize true rappers, just like queers recognize queers. Artists are highly revered by people in the world. We revere, follow, and nearly deify the great types. Of course, it is dreadful to revere any person. We have been given warning. We are more knowledgeable. We are aware of this. They argue, they are depressed, they regret their most critical decisions, they are weak and hungry, they can be violent, and they can be as ridiculous as we can if, like us, they are clay. But. But. However, they produce something incredible. They give birth to something that was unable to arise before them or otherwise. They are the inspirations of thought. And since it’s only lying there, I suppose I should add that they are the inventor’s parents. Bad mee backside! Okay, that’s all done. Continue.

Because we compare our personal small accomplishments to those of the great ones, artists denigrate our individual. Wonderful video I‘m not Miyazaki, though. That is glory right now. That is brilliance straight out of the mouth of God. This unsatisfied small factor I created? It essentially fell off the back of the pumpkin vehicle. And the carrots weren’t actually new.

Designers is aware that they are at best Salieri. Yet Mozart’s original artists hold that opinion.

I am imaginative. I haven’t worked in advertising in 30 years, but my previous artistic managers have been the ones who make my decisions. They are correct to do that. My mind goes blank when it really counts because I’m too sluggish and complacent. No medication is available to treat artistic function.

I am imaginative. Every project I create has a goal that makes Indiana Jones appear to be a retiree snoring in a balcony head. The more I pursue creativity, the faster I can finish my work, and the longer I brood and circle and gaze aimlessly before I can finish that work.

I can move ten times more quickly than those who aren’t creative, those who have only had a short-cut of creativity, and those who have just had a short-cut of creativity for work. Only that I spend twice as long putting the job off as they do before I work ten times as quickly as they do. When I put my mind to it, I am so confident in my ability to do a wonderful career. I am completely dependent on the excitement rush of delay. I also have a fear of the climb.

I don’t create anything.

I am imaginative. never a performer. Though as a boy, I had a dream that I would one day become that. Some of us criticize our abilities and like our own accomplishments because we are not Michelangelos and Warhols. That is narcissism, but at least we don’t practice elections.

I am imaginative. Despite my belief in reason and science, I make decisions based on my own senses and instincts. and survive in the aftermath of both the triumphs and disasters.

I am imaginative. Every term I’ve said these may irritate another artists who see things differently. Ask a question to two artists, and three views will be formed. No matter how we perhaps think about it, our debate, our passion for it, and our responsibility to our own truth, at least in my opinion, are the best indications that we are artists.

I am imaginative. I lament my lack of taste in almost all of the areas of human understanding that I know very little about. And I put my ego before everything else in the areas that are most important to me, or perhaps more precisely, to my obsessions. Without my addictions, I’d probably have to spend the majority of our time looking ourselves in the eye, which is something that almost none of us can do for very long. No seriously. No really. Because a lot of career is intolerable if you really look at it.

I am imaginative. I think that when I leave, a small portion of me will stay in someone else’s head, just like a parent does.

Working frees me from worrying about my job.

I am imaginative. I fear that my little product will disappear without warning.

I am imaginative. I spend way too much time making the next thing, given that almost nothing I create did achieve the level of brilliance I conceive of.

I am imaginative. I think that method is the greatest mystery. I think I have to consider it so strongly that I actually made the foolish decision to publish an essay I wrote without having to go through or edit. I swear I didn’t accomplish this frequently. But I did it right away because I was even more frightened of forgetting what I was saying because I was afraid of you seeing through my sad movements toward the wonderful.

There. I believe I said it correctly.

Humility, a writer’s most important quality, has a great circle to it. What about sincerity, an business manager’s necessary value? Or a doctor’s? Or a student’s? They all have excellent sounding voices. When humility is our guiding light, the course is usually available for fulfillment, development, relation, and commitment. We’ll discuss why in this book.

That said, this is a guide for developers, and to that conclusion, I’d like to begin with a story—well, a voyage, actually. It’s a private one, and I’m going to make myself prone as well. I call it:

The Ludicrous Pate of Justin: The Tale of Justin

When I was coming out of arts school, a long-haired, goateed novice, write was a known quantity to me, design on the web, however, was riddled with complexities to understand and learn, a problem to be solved. Although I had formal training in typography, layout, and creative design, what most intrigued me was how these traditional skills could be applied to a young online landscape. This theme may eventually form the rest of my job.

But I drained HTML and JavaScript novels into the wee hours of the morning and self-taught myself how to code during my freshman year rather than student and go into print like many of my companions. I wanted—nay, needed—to better understand the underlying relevance of what my design decisions may think when rendered in a website.

The so-called” Wild West” of website layout existed in the late 1990s and the early 2000s. Manufacturers at the time were all figuring out how to use layout and visual connection to the online environment. What were the guidelines? How may we break them and also engage, entertain, and present information? How was my values, which include modesty, respect, and connection, coincide with that on a more general level? I was eager to find out.

Even though I’m referring to a different time, those are amazing factors between non-career relationships and the world of layout. What are your main passions, or ideals, that elevate medium? The main themes are the same, basically the same as what we previously discussed on the primary parallels between what fulfills you, independent of the physical or digital realms.

First within tables, animated GIFs, Flash, then with Web Standards, divs, and CSS, there was personality, raw unbridled creativity, and unique means of presentment that often defied any semblance of a visible grid. Splash screens and “browser requirement” pages aplenty. Usability and accessibility were typically victims of such a creation, but such paramount facets of any digital design were largely (and, in hindsight, unfairly) disregarded at the expense of experimentation.

For instance, this iteration of my personal portfolio site (” the pseudoroom” ) from that time was experimental if not a little overt in terms of visualizing how the idea of a living sketchbook was conveyed. Very skeuomorphic. This one involved sketching and then passing a Photoshop file back and forth to experiment with various user interactions with fellow designer and dear friend Marc Clancy, who is now a co-founder of the creative project organizing app Milanote. Then, I’d break it down and code it into a digital layout.

Along with design folio pieces, the site also offered free downloads for Mac OS customizations: desktop wallpapers that were effectively design experimentation, custom-designed typefaces, and desktop icons.

GUI Galaxy was a design, pixel art, and Mac-centric news portal that graphic designer friends and I developed from around the same time.

Design news portals were incredibly popular at the time, and they now accept Tweet-sized, small-format versions of relevant news from the categories I previously covered. If you took Twitter, curated it to a few categories, and wrapped it in a custom-branded experience, you’d have a design news portal from the late 90s / early 2000s.

We as designers had changed and developed a bandwidth-sensitive, award-winning, much more accessibility-conscious website. Still ripe with experimentation, yet more mindful of equitable engagement. Below are some content panes that show general news (tech, design ) and news centered on Mac. We also offered many of the custom downloads I cited before as present on my folio site but branded and themed to GUI Galaxy.

The presentation layer, which included global design, illustration, and news author collaboration, was the backbone of the website. And the collaboration effort here, in addition to experimentation on a’ brand’ and content delivery, was hitting my core. We were creating a larger-than-anyone experience and establishing a global audience.

Collaboration and connection transcend medium in their impact, immensely fulfilling me as a designer.

Why am I going down this design memory lane with you, now? Two reasons.

First of all, there’s a reason for the nostalgia for that design era ( the” Wild West” era, as I put it ): the inherent exploration, personality, and creativity that dominated many design portals and personal portfolio websites. Ultra-finely detailed pixel art UI, custom illustration, bespoke vector graphics, all underpinned by a strong design community.

The web design industry has experienced stagnation in recent years. I suspect there’s a strong chance you’ve seen a site whose structure looks something like this: a hero image / banner with text overlaid, perhaps with a lovely rotating carousel of images ( laying the snark on heavy there ), a call to action, and three columns of sub-content directly beneath. Perhaps there are selections that vaguely relate to their respective content in an icon library.

Design, as it’s applied to the digital landscape, is in dire need of thoughtful layout, typography, and visual engagement that goes hand-in-hand with all the modern considerations we now know are paramount: usability. accessibility. Load times and bandwidth- sensitive content delivery. A user-friendly presentation that connects with people wherever they are. We must be mindful of, and respectful toward, those concerns—but not at the expense of creativity of visual communication or via replicating cookie-cutter layouts.

Pixel Issues

Websites during this period were often designed and built on Macs whose OS and desktops looked something like this. Although Mac OS 7.5 is available, 8 and 9 are not very different.

How could any single icon, at any given moment, stand out and grab my attention? That is a fascinating question. In this example, the user’s desktop is tidy, but think of a more realistic example with icon pandemonium. Or, let’s say an icon was a part of a larger system group ( fonts, extensions, control panels ): how did it maintain cohesion within the group as well?

These were 32 x 32 pixel creations, utilizing a 256-color palette, designed pixel-by-pixel as mini mosaics. This seemed to me to be the embodiment of digital visual communication under such absurd restrictions. And often, ridiculous restrictions can yield the purification of concept and theme.

So I started to research and do my homework. I was a student of this new medium, hungry to dissect, process, discover, and make it my own.

I wanted to see how I could use that 256-color palette to push the boundaries of a 32×32 pixel grid while expanding the concept of exploration. Those ridiculous constraints forced a clarity of concept and presentation that I found incredibly appealing. The challenge of throwing the digital gauntlet had been thrown at me. And so, in my dorm room into the wee hours of the morning, I toiled away, bringing conceptual sketches into mini mosaic fruition.

These are some of my creations that made use of ResEdit, the only program I had at the time, to create icons. ResEdit was a clunky, built-in Mac OS utility not really made for exactly what we were using it for. Research is at the center of all of this work. Challenge. solving problems. Again, these core connection-based values are agnostic of medium.

There’s one more design portal I want to talk about, which also serves as the second reason for my story to bring this all together.

Kaliber 1000 is short for K10k. K10k was founded in 1998 by Michael Schmidt and Toke Nygaard, and was the design news portal on the web during this period. It was the place to be, my friend, with its pixel art-fueled presentation, ultra-focused care given to every aspect of every detail, and many of the more influential designers of the time who were invited to be news authors on the site. With respect where respect is due, GUI Galaxy’s concept was inspired by what these folks were doing.

For my part, the combination of my web design work and pixel art exploration began to get me some notoriety in the design scene. K10k eventually added me as one of their very select group of news writers to the website’s content.

Amongst my personal work and side projects —and now with this inclusion—in the design community, this put me on the map. My design work has also begun to appear on other design news portals, as well as in publications abroad and domestically as well as in various printed collections. With that degree of success while in my early twenties, something else happened:

I actually changed into a colossal asshole in about a year of school, not less. The press and the praise became what fulfilled me, and they went straight to my head. They inflated my ego. I actually felt somewhat superior to my fellow designers.

The casualties? My design stagnated. My evolution has stagnated, as is my evolution.

I felt so supremely confident in my abilities that I effectively stopped researching and discovering. When my first instinct was to sketch concepts or iterate ideas in lead, I instead leaped right into Photoshop. I drew my inspiration from the smallest of sources ( and with blinders on ). My peers frequently vehemently disapproved of any criticism of my work. The most tragic loss: I had lost touch with my values.

Some of my friendships and blossoming professional relationships almost ended up being destroyed by my ego. I was toxic in talking about design and in collaboration. But thankfully, candor was a gift from those same friends. They called me out on my unhealthy behavior.

It’s true, I initially didn’t accept it, but after much reflection, I was able to accept it. I was soon able to accept, and process, and course correct. Although the re-awakening was necessary, the realization let me down. I let go of the “reward” of adulation and re-centered upon what stoked the fire for me in art school. Most importantly, I returned to my fundamental values.

Always Students

Following that temporary regression, I was able to advance in both my personal and professional design. And I could self-reflect as I got older to facilitate further growth and course correction as needed.

Let’s take the Large Hadron Collider as an example. The LHC was designed” to help answer some of the fundamental open questions in physics, which concern the basic laws governing the interactions and forces among the elementary objects, the deep structure of space and time, and in particular the interrelation between quantum mechanics and general relativity”. Thank you, Wikipedia.

Around fifteen years ago, in one of my earlier professional roles, I designed the interface for the application that generated the LHC’s particle collision diagrams. These diagrams are the depiction of what is actually happening inside the Collider during any given particle collision event and are frequently regarded as works of art by themselves.

Designing the interface for this application was a fascinating process for me, in that I worked with Fermilab physicists to understand what the application was trying to achieve, but also how the physicists themselves would be using it. In order to accomplish this, in this role,

I cut my teeth on usability testing, working with the Fermilab team to iterate and improve the interface. To me, how they spoke and what they talked about was like an alien tongue. And by making myself humble and working under the mindset that I was but a student, I made myself available to be a part of their world to generate that vital connection.

I also had the opportunity to observe the physicists ‘ use of the tool in their own homes, on their own terminals, during my first ethnographic observation. For example, one takeaway was that due to the level of ambient light-driven contrast within the facility, the data columns ended up using white text on a dark gray background instead of black text-on-white. They could read through a lot of data at once and relieve their strain in the process. And Fermilab and CERN are government entities with rigorous accessibility standards, so my knowledge in that realm also grew. Another crucial form of communication was the barrier-free design.

So to those core drivers of my visual problem-solving soul and ultimate fulfillment: discovery, exposure to new media, observation, human connection, and evolution. Before I entered those values, I checked my ego before entering the door.

An evergreen willingness to listen, learn, understand, grow, evolve, and connect yields our best work. I want to pay attention to the phrases “grow” and “evolve” in particular. If we are always students of our craft, we are also continually making ourselves available to evolve. Yes, we have years of practical design experience behind us. Or the focused lab sessions from a UX bootcamp. or the work portfolio with monograms. Or, ultimately, decades of a career behind us.

However, remember that “experience” does not equate to “expert.”

As soon as we close our minds via an inner monologue of’ knowing it all’ or branding ourselves a” #thoughtleader” on social media, the designer we are is our final form. The artist we can be will never be there.