Monday, April 30, 2007

Management tools: Paper Prototyping

(Risk, Quality management tool)

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What is, how it works

Paper prototypes are a tool that allows to test the efficiency of interfaces meant for human interaction (more commonly software or website related interfaces) at a very early stage of their design phase. In this way they are quite useful in Risk and Quality Management for they help assure that the final product will have high usability standards.

Right after finding the initial ideas for the design layout of an interface it is possible and advisable to run user tests to find out how efficient that design would be with human interaction and to correct structural details, before committing deeper into the design development. For this first visualization it is best to use just rough sketches of the design (laid out on paper) that allow to test its mechanics, rather than a more elaborate prototype (software based) since visual styles and general appearance details are not yet to be discussed. The point of paper prototyping is not to sell the “look and feel” of a design, but rather to test its mechanics and usability – in a fast, reliable and quite cheap way.



If we take as an example a website, the paper prototype is built by sketching the contents of each webpage and corresponding links into a plain sheet of paper in a way that the paper pages reproduce the basic layout of the contents and controls that the user would see on the computer screen. This is done very roughly: hand sketching with coloured pens, cutting and gluing different pieces of paper are the most common techniques used. Possible pop-up or drop down menus are also made by cutting smaller pieces of paper.

Prototyping in paper is a good way to involve the whole project team in the early stage of the design process, since everyone can master the cut-and-glue technique (as opposite to html or flash prototyping) and all can do it together at the same time, exchanging views and ideas. Building of a complete website paper prototype can be done in just a few hours. Evaluating the usability of that design begins right after.

The testing team will consist of about 4 people, who will take different roles as the test proceeds:
  • The facilitator: this person will be the only one talking to the user and conducting the user test.
  • The “computer”: this person will operate the paper model simulating that it behaves as a real computer.
  • The observer: this person will take notes on the user behaviour. There may be several observers.
  • The camera: this person will film the test so that the development team can later analyse it and draw some conclusions.
They should select a few test users, the best is that users are real representatives of the community they is aiming for or at least gather some of their characteristics.

To begin the test they should ask the users to perform some tasks on the paper model of the website, as if they were using a real computer. When the user is done with all the tasks (successfully or not) the test team should interview the user, gathering further impressions and comments on the tested interface.

The results of each testing session can be used to improve the model for the next one, since paper prototypes are quite easy to modify. Corrections can even be made as the test is proceeding if it’s needed. By the end of the test sessions the test team will have gathered a lot of useful information to improve the design further. Paper testing can be done again in later stages of the design.

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Possible general uses
  • Design an interface from scratch
  • Redesign an interface or part of an interface that exists already.
Digital interfaces can be found, for example at:
  • Applications for personal computers
  • Webpages
  • Mobile phones
  • Digital cameras
  • Ticket selling machines
  • GPS devices
  • ATMs
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Example of concrete usage

I have used a paper prototype as an academic exercise. I was part of a team designing a website which had wiki-style characteristics, such as collaborative writing and editing of texts documents, comment posting, link posting, search and print functionalities, as well as registration and login requirements. These were the main features of the website design that we would like to test.

So, our starting point was creating a flow chart defining the number of pages needed and what information, contents and functionalities should be in each one of them. Following that we built a paper prototype from that structure, using the traditional coloured pens, sticky paper, scissors and glue.

We made one first usability test ourselves and we corrected some features of the prototype immediately after, like:
  • Adding a warning sign for a non-existing page;
  • Adding some content for title boxes so they would be closer to real contents.

After that first round we started testing with real users. We had a team of 4 testers, which included one person for filming, one to act as the computer, one to take notes and another one to lead the interview.

The following are some of the changes to our design that emerged as necessary from this user testing:
  • Need to reposition or resize the “Create a New Document” button, reducing its visual impact – it is drawing too much attention right now.
  • Highlight or even rename the “News-Media” box – maybe to a more obvious title like “Links to External Information”
  • Change the name of the button “Page History” to “Document History”
  • Add an error message in case people try to post a comment without actually typing anything in the comment box
  • Add a “Links to External Information” box also on the documents page
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References

Articles

Klee, M. 2000. Five paper prototyping tips.
Available from User Interface Engineering.

Rettig, M. 1994. Prototyping for tiny fingers.
Communications of the ACM (April)
. 37(4):21-27.

Snyder, C. 1996. Using paper prototypes to manage risk.
Available from User Interface Engineering.

Websites

Paper Prototypes
http://www.paperprototyping.com/

User Interface Engineering
http://www.uie.com/

Management tools: RSS feeds, podcasts, vidcasts

(Time and communication management tools)

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What is, how it works

“RSS” stands for Really Simple Syndication. “RSS feeds” are contents automatically made available over the internet.

When subscribing to a RSS feed from a website, a portion of the content of that website is automatically made available to the subscriber, being downloaded to a portable digital device or to a personal computer that uses software capable of reading feed formats (*.atom or *.xml). These contents are usually text, video or audio. Audio contents are referred to as podcasts, and video contents as vidcasts.

But the term “podcast” is also used many times as a synonym of all types of RSS feeds. In this way “podcast” means just an automatic way to download contents from a website; it’s a link that enables a specific software application to search automatically for new files and download them from that website periodically, without the user even needing to open the browser.

An image featuring an orange square with waves has been adopted as a standard icon to identify RSS feeds on webpages.


Many websites are also adopting standard buttons which add information in front of the icon about what type of content is available and the correspondent file format.

Everyone, individuals or companies, can distribute contents by podcasting or vidcasting.

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Possible general uses

Podcasts were initially thought to give individuals a means to distribute their own radio shows. But soon they started to be used for distribution of many different contents:
  • School lessons, audio or video
  • News from online press (text, audio or video)
  • News, TV shows from online TV websites
  • Radio shows or parts of a radio show
  • Audio tour guides for museums, city tour companies
  • Audio music files from record companies and independent labels
  • Alerts for updates on blogs or any kind of website

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Example of concrete usage

I want to focus here on the usage of RSS feeds as a means to save time and improve communication between entities. As an example I leave the testimonies of 2 professors in the USA who are using podcasting as a way to improve their methods in teaching.

Richard McKenzie is a professor of economics at the University of California-Irvine.

When McKenzie noticed some questions were frequently asked by different students, he decided to make short videos to exemplify the answers. Then he posted the videos to Youtube, where he had created his own channel.

He also has longer videos, available as iPod downloads from his own website. He has now over 60 videos available not only to his students, but for everyone.

By providing these videos McKenzie was able to spend less time in class repeating the same topics over and over. He can now cover more topics in the same time. Students use his video material to get the basic concepts of a topic before going to the class, and also to understand better more complex arguments that may need some repetition before they are completely grasped.

David Miller is a professor of psychology at the University of Connecticut.

He has a collection of podcasts that he sees as a way to extend his lectures away from the classroom. Some are meant to be listened to before the classes and some are provided after the class, for the same reasons as McKenzie. He also provides podcasts of student-led discussions.

From his analysis of the podcasted videos Miller takes his own notes on how to correct parts of his lectures, so to improve communication between him and his students, ensuring he provides a smooth and efficient teaching.

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References

Articles

Timmer, John, 2007. Extending the reach of the classroom.
Available from Ars Technica, (23rd April)

Wikipedia, April 2007. Podcasts
http://en.wikipedia.org/wiki/Podcasts

Websites

BBC podcast service
http://news.bbc.co.uk/2/hi/programmes/4977678.stm

RTP podcast service
http://multimedia.rtp.pt/index.php?aud=1

Management tools: Corporate blogs

(Communications, Risk management tool)

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What is, how it works

Blogs are a product of web 2.0, social networking tools. Blogs are websites in which the content (images, text, video) is user-generated. Entries are primarily ordered in a chronological order, but can be arranged also according to topics (tags or categories). One of its most emblematic features is the possibility for visitors to leave comments to each entry, making it a user-interactive media. The usual purpose for a setting up a blog is to share information.

Corporate blogs are managed by company employees and feature company information about its products, policies or any other kind of relevant information for their intended audience, which can be internal or external to the company.

External oriented corporate blogging aims mainly at strengthening the relationship with targeted costumers and position the company or specific company employees as industry experts.

Internal oriented corporate blogging can promote discussion and collaboration between employees at all levels of an organization, allowing them to share information, ask questions, comment and make suggestions in rather an informal way.

Bain & Company, a global consultancy firm, studied several corporate blogs and found that in order to be successful, corporate blogs should:
  • Establish the blog's focus and mission;
  • Develop a simple-to-use site and update it frequently;
  • Create links with key audiences;
  • Ensure consistency with corporate image and product branding;
  • Employ RSS (Really Simple Syndication) technology: RSS encourages readership by displaying recent posts without the need for readers to log onto the blog website;
  • Consider the option of wikis (named for the Hawaiian word for "quick")—a variation on corporate blogs that promote collaborative brainstorming, in which visitors can easily add, remove or alter the content itself by using links at the bottom of a page;
  • Establish clear blogging guidelines for the corporation and educate employees about potential legal repercussions (postings become part of a permanent public record).
quoted from Bain & Company

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Possible general uses

Blogging is a powerful communication tool, and the corporate world is using it as a helping hand to reach their goals: increase sales, respond to crisis, reach to new markets, encourage teamwork.

External corporate blogs can be used as:

  • Marketing tools: improve brand visibility, brand awareness
  • Loyalty tool: promote customer loyalty by providing specialized information to narrow segments of the market;
  • Market research aid: get direct feedback from costumers;
  • Presenting CEO’s as bloggers establishes them as experts and reinforces the company’s image by providing costumers direct access to top management.
  • Extra tools in managing company crisis – they’re a quick and effective way to communicate first hand with the public.
Internal corporate blogs can:

  • Encourage employees to share information;
  • Incentivate employees to contribute with suggestions for brainstorming and decision making, even if they haven’t been involved in the process;
  • Be a virtual meeting room and build a feeling of community for employees of global companies who work in different offices.

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Example of concrete usage

A good example of external corporate blogging are the blogs of several offices of the advertising agency TBWA. It is of relevance that TBWA is one of the top world advertising and communication experts, and that they are pionners in using blogs to promote themselves.

The blog of the portuguese office is kept quite much up-to-date with the work that the agency develops.


Although the intention is clearly to expose the agency creative work, it also has entries about current issues and work of other TBWA agencies in the world. The intention is to give the feeling of a larger community under the TBWA brand name.

On the portuguese version of the blog (called Tblogwa) there are several comments and critiques left by people from outside of TBWA, some of them claiming to also work in the advertising field. In this way the blog is being used to build a network of contacts and critical mass (although many publish their comments under a nickname), and to show that the brand TBWA is a leader in the field (it attracts visits from competitors).

The blog also has a special area to promote books about marketing, pitching, creativity and other areas related to advertising. Some of the books have been written by employees or ex-employees of TBWA. There is also a place to post articles and insights from traditional media about actual trends in the markets and consumers. With these areas the company not only shows its capacity to keep up-to-date with the latest theories in advertising but also that it employs top-qualified professionals.

In another section of this blog there are photos of everyday life at the agency, and social gatherings. This is a more personal approach, which I believe aims to create a familiarity bond with the readers and helps strengthening the team spirit among the employees – it feels as a “family” album.

In yet another section there are posts of articles or references about TBWA offices, work or interviews with TBWA managers that came out in the press worldwide. This is also aimed at reinforcing the company reputation since it gives the reader a sense of solid background and continued reliability.

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References

Articles

Rigby, Darrell, 2007. Management tools 2007: An Executive’s Guide.
Available from Bain & Company

Carr, Nicholas, 2006. Lessons in Corporate Blogging.
Available from Business Week (18th July)

Websites

TBWA blog (portuguese office)
http://www.tbwa.pt/tblogwa/

The podcast roundtable – about blogs
http://podcastroundtable.com/?cat=16