Posts by: marc

Forget accessibility, think inclusivity

A couple of weeks ago I was at the Ergonomics Society Annual Conference where I presented a paper on Agile User Centred development. One of the themes of the conference was inclusive design. I think this is a concept that should gain greater prominence in software / web design.

We talk a lot about “accessibility”, and this to most organisations generally means adhering to W3C guidelines. It is driven from a fear of the Disability Discrimination Act. Yet from a business perspective there is not much of a business case for this stuff. And from a design perspective it can be a pain in the proverbial. -Being told that you can’t do all that 2.0 stuff because it relies on JavaScript (and therefore isn’t DDA compliant) stifles creativity and is guaranteed to annoy fired up developers.-

So here is where inclusive design makes things exciting. Forget about accessibility and think inclusivity and suddenly your perspective changes. You stop thinking solely about “disabled” users and broaden your horizons to a much wider audience of users. From the age of 40 the functional capability of the eye rapidly decreases; 25% of over 55s have reduced overall sensory / motor / cognitive capability which includes a declining memory. (Check out the work of Roger Coleman at The Helen Hamlyn Research Centre for more on this and inclusive design as a whole). Assumptions of what the younger population find easy in usability tests may not be valid for the over 60s.

Include the aging population into your design considerations and suddenly “accessibility” becomes “inclusivity”, a more compelling business case grows and new design decisions can be made. The “silver surfers” are generally considered to be time rich and cash rich. They are a segment unto themselves. So rather than trying to shoehorn “accessibility” into the design with the final design being compromised, isn’t it better to be inclusive and design for the needs of this different segment.

When a supermarket rolls out its in-town “metro” store format, they are not trying to shoehorn the “superstore” format into it. They design according to the needs of the task, customer and environment. Good interaction design considers these three things, but how often to we overlay “constraints” onto this holy trinity? We create personas, but how often to we create a 65 year old persona with myopia and reduced dextrous ability?

Talking of supermarkets, Tesco do inclusivity well with their website. Their retail website may not be DDA compliant, but they have an accessible alternative; a web format for the different segment. They offer a lightweight version of their site that is inclusive. And by the way, it is also muli-device compliant.

So let’s forget about making DDA compliant web sites, let’s forget about accessibility compromising the design. Let us offer compelling alternatives to the commonly excluded population, let us be inclusive rather than trying to satisfying everybody and delighting nobody.

Who is talking to who?

A successful agile project depends upon open channels of communication. Unfortunately this is all too often usually between different parts of the organisation that do not have a track record of talking. Getting a conversation between the business and IT can be a challenge, especially when the two sides don’t really know each other. The trouble is that when we roll up at a client we don’t really know who knows each other – what channels of communication are open and what are closed. what is the reality that the organisational chart doesn’t show (if you can get the org chart – not so long ago I worked with a client whose org chart was inaccessible – it was password protected on their intranet).

Social Network Analysis is a useful technique for identifying and visually representing the way that individuals are connected within a social structure. It can be as simple (does Jack communicate with Sarah) or complicated (is Jack a casual acquaintance of Sarah or a trusted friend). I’ve a feeling that when we first start working with a client who is new to agile, there should be an element of “organisational readiness” that would include SNA to identify the channels of communication. I’ve been playing with Agna as a tool or doing this, and am looking for others to play with.

Security nonsense

Passing through security at Gatwick airport this morning and there’s a sign showing forbidden items.  It includes razor blades.  By the x-ray machine there’s a bucket where people leave behind their forbidden items – there are plenty of safety razors in there.

Past security, airside and there’s a Boots.  And they sell razor blades.  Making a mockery of the security policy.

When customer experience isn’t joined up…

The customer experience doesn’t end when the product has been sold.  Yeah, so you’ve got a compelling proposition, your web site is beautiful to look at, is easy to use and would have Jacob Nielsen giving you accolades for its usability.  But how does the off-line fulfilment match your on-line capability?  Sadly with Norwich Union the answer is not much.  Water dripping through the ceiling and no obvious source (I pulled up floor boards hunting the leak, but it was spouting out of a joist under a wall…) I called the insurance company.  The call was answered pretty promptly by a friendly chappy (especially given that he was working late on a Sunday night).  He took my details and informed me of a great service whereby a building services company (Mowlam) would be sent an emergency notification and send someone out first thing in the morning.  Rather bizarrely this company would find the source of the leak but it would be down to me to finds a plumber to fix the leak.  (Norwich Union did not seem to think it worthwhile trying to cross sell me a more comprehensive policy that would cover me for them to sort out plumbing problems – I mean if I’ve got a flood, chances are I’d like someone to fix it…)

Monday morning and I ring the building services company to be told that they had no record of my problem- I should ring NU to confirm the issue had been logged.  I rang NU, unfortunately when I left the house this morning I scribbled down the wrong number – I had the customer services number.  Usual wait to be connected and then was transferred to the claims department.  This was in India, the woman I spoke to seemed clueless, knew nothing of my claim and put me on hold for an age. She told me I should be speaking to the new claims department, took my details again (I’d already given them the previous night, to the guy who initially took my call and again when I first started talking to her.  She put me on hold again.  Five minutes later she informed me that a fax was sent to the company the previous night and I should ring them again to confirm this had happened.

I rang Mowlam again and was again told that no emergency had been logged.

Back on the phone to NU.  A bit more savvy I ask to be put through to the new claims department.  I get put through to new motor insurance claims.  I ask to be put through to home insurance, wait a couple of minutes and the line goes dead.

I try again.  Once again I get routed to India, explain my situation and get routed back to the UK where I once again give my details (can’t they follow be round the telephony system?) and am informed that yes, a fax was sent to Mowlam, but maybe they didn’t receive it so she’ll send another fax just to make sure.

An hour later I ring Mowlam to find out when the plumber is coming.  “Sorry Sir” I am told, we have no record of a emergency at your postcode.

Back on the phone to NU.  More time spent getting pushed around departments.  This time the lady I speak to tells me she’ll phone Mowlam and verbally inform them of the job.  She puts me on hold.  And the battery on my phone runs flat.  I immediately find a charger and plug it in.  I wait for the customer service agent to ring me back (she has my number) with the outcome of the call but she never gets back to me.  I assume the call has been made.  Half an hour later I ring Mowlam.  Still no notification.  I’m wasting time here.

Back on the phone to NU.  Finally I’m told that a third fax has been sent to Mowlam.

An hour later another company calls me informing me they are about to send a plumber out.  But I don’t want a plumber.  I want someone to find the rout cause of my problem (because NU don’t fix plumbing problems) and besides, I’ve already contacted my mate who is a plumber who says he will fix the problem once it’s source has been identified.  I get transferred to someone else who tells me that the insurance will cover temporarily fixing the problem.  Which leaves me wondering what the meaning of the word “temporarily” is, a bit of tape around the pipe?

Eventually the plumber comes round and finds the problem (it was a shower pump hidden beneath a staircase).  He fixes it and switches the heating back on, but it’s been a day of distraction and stress that a joined up approach to customer service at NU (and it’s suppliers) could have avoided.

There’s a leak in our pipework

Grrrrrr.  Drip drip drip.  Water dripping through the kitchen ceiling.  So I rush upstairs, pull back the carpet, rip up the floorboards and hunt the leaking pipe.  …to no avail.  I locate a stream of warm water, trouble is it’s not coming from a pipe, it’s pouring down the inside of a partition wall and there’s not a pipe around.  So the only way to find it will be to knock out the wall and hope there’s a pipe somewhere behind.  Quick call to the insurance company – I’m covered for the search and find, but not the plumbing.  Grrrr.  If this house was software it would be a pizza house.  Everything is so tightly connected, you can’t just pull something out – it’ll pull allsorts out with it.  Better start again.   But in software you don’t have insurance for the mistakes that some  foolish previous owner made.

Another way of prioritising stories

One of the cool things in Agile is the way we prioritise stories – functional and technical requirements. With the stories being cards it is easy to shuffle them about on the table and move them up and down a hierarchy of importance. Trouble is such a simple idea often fails to provide the simple desired outcome.

Problem 1.
Prioritisation is difficult. Bad experiences with IT often lead the business to believe that anything given a low priority is effectively being de-scoped and thus are reluctant to mark anything low.

Problem 2. Relating the prioritisation back to the business objectives. If it is not made clear before (and during) the exercise that the prioritisation should be based upon business objectives (for example we are doing this project to reduce costs or drive revenue) stories tend to be prioritised according to the personal agendas. So the marketing stakeholders will be pushing content management to the top of the pile, change management will be pushing training and support tools, IT will be pushing diagnostic tools… and the high priority stories become a disjointed list of features that do little to address the business objectives.

Problem 3. The language of prioritisation. Often it is not clear why we are doing the prioritisation. The business wants the project with all its features – otherwise why would it have identified them in the first place. MoSCoW – must have, should have, could have, want to have softens the language of “high, medium or low” but there is still a bucket of “W – want to have” which in effect is perceived as “won’t have”. Doing away with language altogether can be more effective, but ranking the stories tends to lead to clusters and moving things out of the clusters (i.e. assigning lower priority) tens to be painful.

Problem 4. Highest priority stories do not make a release. Let’s be clear, more often than not the objective of the prioritisation exercise is to drive some sort of release plan. To be successful a release should constitute a meaningful and coherent collection of stories that drive business benefit. Logging in to your shopping cart is deemed as being of high business benefit, password reset and logout low priority. Yet without these the release is incomplete.

So what to do?

The concept of a tree is useful, there are roots that are essential, a trunk, branches and leaves (and the leaves can be pruned by the conscientious gardener to produce the perfect tree), but this approach does not really address problem 4.

We’ve started trying a new approach which seems to work. You are open and honest about the purpose of the exercise. It is all producing a high level feature plan to inform the way we will develop (and maybe release) the software. We make it clear that it is not about fixing scope or producing a release plan that we will all be held to (things change right?). You lay all the cards on a central table, spread out and not overlapping. There are four separate tables labelled A-D (or however many ‘releases’ you aspire to). These are the following:

Table A – If you could launch the product tomorrow, what is the bare minimum you would require to satisfy immediate requirements of customers and the business?

Table B – What would your customers require next? What would does the business need next?

Table C – You’ve been live for a while, what comes next?

Table D – These are the final features that are important but not mandatory on tables A-C

It is important that the cards do not have titles on them. That way the people prioritising them must read them (and understand them) before assigning each card to a table. You then prioritise in time boxed iterations (it can be useful to have an egg timer to help this). In the first iteration you ask everyone as individuals to pick a card from the centre and place it on a table. Remind them to think about the business objectives. The only rule is that the tables must contain a roughly even number of cards. (If table “A” becomes “full” a gate keeper can prevent more cards from being added to it. Remember this is just the first iteration).

The second iteration involves everyone standing around Table A and looking at is as a meaningful release. Does everything in there meet the business objectives? Is it self contained? The objective of this iteration is to exclude items that could come later (for example “data migration”. For the first release maybe it would just be a pilot and we could manually put customers on the system). There may be comments that there are things missing – it doesn’t matter, we will find those later. Again, time box the iteration and then move on.

The next iteration focuses upon table D. What needs to move up? Ten minutes then move on to tables C and D. These might be hardest; it is easy to agree what must be delivered early and what can come last, but the stuff in-between can be a challenge. Maintain momentum by always returning to the business objectives, and what are the most important to deliver on first. Once all tables have been visited a final iteration walks through them all. Again, it is made clear that this is not something we need to be held to, but it informs how we move on; to drilling into more detail on the high level stories and producing sufficient insight to make meaningful estimates. Estimation? Now that’s a different story.

Upgrading to WordPress

Ahhhh, that’s better. My previous blogging engine, good as it was, had no facility for removing spam. So an upgrade to WordPress was called for. And what a product WordPress is – setting it up was simplicity in itself. The hardest part was updating the html on the site to take advantage of the WordPress themes. Not quite there yet, but DancingMango is finally going twopointzero.

Meetings dust

The builders are currently in our house, the last week they’ve been knocking down walls. And oh the dust! It’s got everywhere, no surface in the house remains without a thin layer of dust. And that is dispite their putting up plastic sheets to contain it. As the building work has progressed, there are many parallels to software development. But is there a parallel to the dust? Something unpleasant, gets in the way, chokes you and makes everyone tense and unhappy? Well come to think about it there is. Meetings. Surely meetings are the dust of software development.

Office inconsistency beaten by a tortoise

If there is a Golden Rule of usability, surely it must be consistency. Internal consistency (i.e. whenever you click “home” you will always return to the homepage), external consistency (i.e. mirror “real life” – when I “send” a mail it goes to a “recipient” … when I do something similar I expect a similar behaviour.Experience has taught me when using Microsoft Office that I should continually save. Experience also teaches me that if I select “undo” that will reverse the change I have just made. Cool! In Word I make a change – save – undo and the change is undone. PowerPoint is in the Office Suite so I expect consistent behaviour. I expect to be able to save my document and still be able to undo any changes I made before I saved.

But Office breaks the Golden Rule and yet again looses all my work.

I wanted to send a single slide from a presentation to a colleague so I deleted all the other slides, and subconsciously hit control-S. I then realised that I didn’t want to save the document using the current file name, but should have selected “save as.” No worries, I can undo that delete… Only I can’t. And I’ve lost all but one slide of my PowerPoint masterpiece. Once again I’m cursing Microsoft.

What to do? No hesitation, straight to Tortoise CVS and a resolution to use source control locally on my documents. It’s not just Devs who check work in and out… Only problem may be when I come to share documents with colleagues – rather than calling documents v0.n, I’m always working with version 1.0. Now if I had a personal central repository that others could access…

Pleasing the brand police

February 20, 2006, 12:26 pm

Barclays have recently updated their web pages to reflect the new brand. Had someone told the brand guys that they no-longer needed to render fonts in HTML – they could use images for fonts.  Immediate impressions with this is that it is getting the stylesheet to do something it was never intended to. Aren’t style and content supposed to be seperated? But it is for the developers to argue the elegence of the solution. You cannot argue that it appears to finally give those people in marketing what they’ve always wanted on the web – anti-aliassed fonts. (And accessible to! we’re using stylesheets, look! I can turn the style off on my browser and the image is replaced by a nice and large header! No more need for alt tags! Whoppeee  But hang on. A little digging reveals that the web killjoy of accesibility says it is not a good idea after all. The ephemeral smile on the brand police face has vanished. We’ll be using html fonts after all.

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