Archive for the ‘usability’ Category

The Myth of the Occasional CMS User

Wednesday, February 3rd, 2010

Not long ago, a university hired me to evaluate their CMS implementation. They were having doubts about their CMS selection because the implemented system was not living up to the lofty promises that got them the budget for the project. It turned out that they did make a reasonably good platform choice but they failed in two of the other critical content management success factors: expectation setting and project execution. The project execution wasn’t horrible for a first try (they were working with a systems integrator that was new to the platform) and there were some remedial efforts already in progress to clean up the implementation. What was really killing them was that a primary goal for the CMS was the notion of “self service.” They wanted their faculty to be able to edit their own profile pages. These faculty pages were more than a simple staff directory. Each entry was intended to showcase the experience and accomplishments of the professor and included a CV, a career narrative, and a history of publications. To maximize content reuse, the content model was highly structured — thereby increasing the complexity of the content entry forms. They might have been able to scale back on the detail but the amount of content they were looking for was not trivial: especially for an individual whose chief concern was not keeping a website up to date.

Often, one of the big justifications for a CMS is removing the webmaster bottleneck and delegating content entry to the people who have the information. The implicit assumption is that everyone wants to directly maintain their portion of the website but technology is standing in the way. But if you visit a CMS customer a while after implementation you are likely to find that the responsibility of adding content is still concentrated in a relatively small proportion of the employee population. Either the CMS never gets rolled out to the anticipated user base or it is rolled out and the user base fails to hold up their end of the bargain so the core content managers take back ownership. There are plenty of exceptions to this generalization — especially when there is an individual who has taken responsibility for outward (or inward) communication for his/her sub-group. For example, you might have someone from the human resources department whose job depends on communicating corporate policies to the staff.

You could interpret failed adoption as evidence of poor usability. That was my client’s inclination. But you need to consider the usability of the other alternative, telling someone else to do add your content for you. Prior to the CMS, a professor would only have to send a terse, typo-riddled email containing some research references or a CV and the marketing department would clean it up, fill in the gaps, put it in the right style, and handle all of the coordination. How can you beat that? You can’t.

Usability can’t take the place of ownership and responsibility when managing content. As long as the marketing department owns the website, they will have the motivation to maintain it to the standards that they have set. It would be unreasonable to expect a professor to put the website above his other responsibilities: teaching and publishing academic books and articles. When the marketing department needs to spend a lot of energy cajoling and coordinating a professor for content, it is usually easier for that marketing department to do the content entry too.

Generally speaking, you can’t delegate content authorship beyond the perception of site ownership. A good strategy is to centralize content authorship and give a relatively long turn around time (perhaps 5 business days) for site update requests. Those who do not feel ownership of the site will be fine with that lag. But those who are annoyed by the lag (or their staff) are good candidates for becoming content contributors. To them, using any CMS will be preferable to waiting a week. If they do complain, their criticism will be about needing more control to produce more elaborate content rather than needing simplicity for basic edits.

Once you scale back your expectation of distributed authorship, the role of an occasional user gets less important. The occasional user is certainly less important than the primary content contributor role or the engaged users that prioritize website management in their list of responsibilities. You shouldn’t buy CMS for the occasional user. You should buy a CMS to maximize the effectiveness of your core users who are primarily responsible for the content and performance of the website.

In-Context and Power User Interfaces: One for the Sale, the Other for the Content Manager

Monday, February 1st, 2010

A dirty little secret in the CMS industry is that, while in-context editing is often what sells a CMS, the “power user” interface is usually what winds up getting used after implementation. This phenomenon obviously creates problems in the selection process because, when the sales demo focus on an interface that users will quickly grow out of, any usability impressions are irrelevant. This is also part of a bigger problem: the importance of in-context editing for sales has caused many CMS vendors to neglect their power user interface.

It is easy to understand why the sales demo gravitates to the in-context user interface: the audience finds it more intuitive. What is less obvious is why. In a typical CMS sales demonstration, the audience has the perspective of a site visitor. After all, this is not their site. They have no responsibility for it. As a site visitor, we think of editing the content that we see: “I see a typo;” “that sentence is hard to read;” “I would prefer to see another picture here.” The user just wants to go in and fix it — like a Wikipedia article. Until it’s fixed, that content issue is going to bug the user so directness and immediacy are critical. Like with a wiki, the in-context is ideal for solving these kinds of problems.

The content manager, however, has an entirely different perspective. The content manager is thinking more about the whole web site than any one page. The content manager has to solve problems like re-organizing the website and making global content changes. Needing to manually change every single page of a website is not acceptable so content reuse should be top of mind. From this perspective, the appearance of a page is less important than the actual content, which also includes information you can’t see on the page but drives the behavior of the site. You can even go so far as to say that the visible page (what the visitor sees) actively hides information that the content manager needs to see. The visitor shouldn’t know where else a piece of content is featured on the web site or what caused the personalization logic to show this item in this particular case — but the content manager does. Incidentally, this is why you should make product demos focus on scenarios. Scenarios force you to think about what the content manager does – not just dream of being able to edit somebody else’s web site.

Yes, you can make the argument that the occasional content contributor (who 80% of the time experiences the site as a visitor) needs a simplified user interface to fix the issues that they notice or keep a few bits of information up to date. But, as an organization gets more sophisticated with managing content, those cases of simplistically managed pages (with no reuse and no presentation logic) get less frequent. At that point, you are just talking about the “about us” page and some simple press releases. Are you surprised that this is what your basic generic CMS demo shows? Furthermore, I am beginning to believe that the occasional user is a myth (another blog post).

In-context editing interfaces are steadily getting more powerful by exposing functionality like targeting and A/B testing but there inevitably comes a point when the content manager wants the full power of the application at his fingertips. As the in-context editors get better, that point gets pushed further out. But adding complexity and power to the in-context editing interface will no doubt steepen the learning curve for the occasional user and minimize the wow factor of the demo. And no CMS vendor will do anything to reduce the wow factor of their product demo.

The world’s worst WCMS

Wednesday, November 4th, 2009

I just read Philippe “@proops” Parker’s tweet:

there’s no “best” wcm, says @jarrodgingras, but is there a worst one? #fixwcm

My 140 character or less answer is “No” but I have more to say so I will elaborate here….

There is no worst WCMS. In fact, I would go so far as to say that every WCMS is (or at least was) the best WCMS for someone. The reason is this: every WCMS product was built to someone’s specifications. Some WCMS development projects fail in their mission but we rarely see the products of those projects in the marketplace. What we do see are the products that delivered so well on their specification that somebody had the bright idea to get into the business of repeating that success for other organizations.

So every WCMS, at least at one point in its lifetime, was someone’s best WCMS. But software is not static. It changes over time (at least it should) and it is quite possible that poor product management can make software worse. I see that as a very real problem for many of the software products in the marketplace. It takes discipline to avoid feature bloat that clutters the application and makes it less suitable for its best use. Software companies that look to competitors and potential customers for guidance are more vulnerable than companies that listen to their customers who are already using the software.

There is a great philosophy in software product management called “Make it suck less.” The idea is that, rather than add new features to draw in new kinds of customers, make life better for people who already use your software. That is, don’t ruin the software by trying to please everyone.

Sadly few companies take this approach and, as a result, the race to make worse software has a bigger, more competitive field than the race to make better software. Therefore, nobody is going to win the dubious distinction of the developer of the worst WCMS – its going to be a big tie.

What the Customer Really Needed

Friday, August 14th, 2009

This great cartoon showing how a product is understood and described by different stakeholders is definitely going in my toolbox for explaining project disfunction. My explanation will be that you can’t start to achieve a common understanding of something until get visual. If everyone got together and drew a picture of the solution and then regularly checked in as it was incrementally built, the potential for miscommunication would be nearly zero. Proofs of concept, prototypes, and pilots are useful for communicating more complex functionality — Much better than a lengthy detailed written specification.

Dimensions of Success (or Ways to Fail)

Thursday, August 6th, 2009

While most of my consulting work is in product selection, I think the most interesting and rewarding type of project is evaluating the results of a CMS implementation. The typical scenario is that a client feels like their CMS project didn’t yield the expected results and engages Content Here to identify what went wrong and what adjustments should be made. Without this type of analysis, it is typical for a buyer to grumble and suffer with the solution for the next three or four years until they have the money to replace it; then the cycle repeats itself because nothing was learned from the experience.

When evaluating a CMS implementation, I typically look at three dimensions: expectations, product, and project.

  1. Expectation rationality. Too many projects are doomed from the start because the expectations were set too high. It is often useful to have a third party assess whether the project was oversold or if it under-delivered.
  2. Platform suitability. Choosing the wrong CMS product also puts the project in jeopardy. The platform should support your requirements, feel intuitive to your users, be maintainable by your team, and be supported by a well run company that can be a compatible partner.
  3. Project execution. The project to implement the solution should be appropriately scoped and phased to achieve short term results quickly and work toward long term goals. You need to select a competent integration partner (internal or external) that you can trust and collaborate with to make good decisions. Your users need to be well supported with training and coaching.

Failure in any of these areas makes a buyer miserable but some are more correctable than others. Choosing the wrong product is the hardest mistake to undo. Migrations are always hard. Even if you can get the data over, all the work to customize and configure the wrong solution is non-transferable. However, it may be possible to minimize the impact through customizations and work-arounds. Generally, these systems are flexible enough to achieve some level of comfort even if it is not ideal.

Irrational expectations is the easiest problem to correct. For example, if it was unreasonable to expect that everyone in the organization (without training) would autonomously contribute their own content, maybe you need to keep that web coordinator role. Maybe some of the benefits will not be immediately realized after the first release of the solution. It is fairly typical to do a few subsequent maintenance releases to expose new functionality or correct bad design assumptions. Ideally, this should be a living solution that is constantly evolving and improving. You are not going to get everything right the first time.

Even though no implementations are perfect, some projects go better than others. Inexperience is the biggest culprit. You want to work with an integration team that is familiar with the technology (on most platforms, it usually takes 2 to 3 substantial projects to establish best practices and patterns). You also want to work with a team that has done similar scale projects, understands your industry, and can speak your language. It is easy to misinterpret requirements and make bad design assumptions if you don’t have a suitable context. Sometimes a rocky implementation with a new vendor is part of a natural learning process and things will improve. Other times, it is a sign that two organizations are incompatible as partners.

If your organization feels disillusioned by a recent CMS implementation, the good news is that most problems can be fixed without having to start over. All that is needed is a solid understanding of what went wrong and a roadmap of corrections. Over time, the solution will probably be able to achieve all of the reasonable expectations that you had for it. Let me know if you need help evaluating your CMS implementation. Content Here can put you on a path to improving it.

Drupal 7 UI: Be Part of the Solution

Tuesday, March 31st, 2009

As I have mentioned before, the Drupal project takes a very conscientious approach to usability. Unlike many commercial and open source software projects, Drupal enlists the help of usability labs and is very receptive to negative feedback. That is not to say that Drupal has achieved usability nirvana. They struggle with it like everyone else – especially as they try to add functionality and flexibility into the system. It is just that they practice their usability work so out in the open.

There is an opportunity to see the Drupal usability process first-hand by participating in this call to action from usability consultants Mark Boulton and Leisa Reichelt. There are several ways to participate. For more details, visit http://www.d7ux.org

Joomla! vs WordPress Usability: A Simple Case of Disruption

Tuesday, March 3rd, 2009

PlayingWithWire has a usability comparison between WordPress and Joomla! that has gotten a lot of attention on Slashdot and the Joomla! forums. The debate as is as you would expect: WordPress is more usable; Joomla! is more powerful. I don’t disagree with either position.

I think this highlights the fact that WordPress is at a point in its progression where it can handle many simple web content management use cases but has not yet achieved a level of complexity as to detract from its usability. It has truly become a viable lightweight CMS – not just a blogging tool. This makes WordPress and platforms like it (Movable Type, Expression Engine, etc.) disruptive technologies in the classic Christensen disruption model where a simple technology reaches a point where it can compete against a more complex incumbent that over-delivers in functionality.

The disruption model usually focuses on price; the challenger technology is cheaper than the incumbent. Not that long ago, we were talking about open source as the disruptor (we still are. Just look at all the chatter about the Linux powered Netbooks). In this case, however, both are open source and free. Here, the cost is in the effort it takes to understand and use the technology. Writing good content is hard enough without the barrier of a hard to use web content management system.

There is a clear trend of companies leaning toward simpler technologies that may not meet all of the extended requirements but are very effective in the primary use cases (in this case, publishing pages and articles). There comes a point where a simple tool reaches its limitations but many companies are prepared to make compromises or doubt whether they will ever need the fuller feature set – at least in the near term.

The incumbent CMS products are not taking this lying down. Many of the commercial products on the market offer a simplified, “task-based” user interface for the casual user as an alternative to their traditional “power user” interfaces. But even unused and unseen functionality has a cost in the complexity of implementation and the cost to support. If your website is very simple and you don’t have any power users on staff, a simplistic, lightweight CMS (like WordPress) may be sufficient.

Drupal 7 Usability

Monday, January 19th, 2009

The Drupal 7 Usability Team is doing usability tests at the University of Baltimore. Drupal is one of the few open source content management projects that does formal usability testing and is so public about the results. Here is a nice short vlog showing Dries’ reaction to usability testing done last year on Drupal 6 at the University of Minnesota. It shows how he took in the information, his surprise, and how he resolved to make adjustments. Also nice heatmap diagram of where the users looked.

Semantic tagging on the cheap with a WYSIWYG editor

Thursday, October 2nd, 2008

I am surprised by how few companies employ the little trick of using the WYSIWYG editor in their CMS to semantically tag rich text fields. The general idea is that you overload the WYSIWYG CSS support by using the CSS classes with semantically meaningful names.

Here is an example. Lets say you are publishing a business journal and you write a lot about companies and regulatory agencies. You might have a sentence like

Apparently, following an investigation into the hacking of several dozen customer accounts, the SEC found LPL negligent.

source

The terms “SEC” and “LPL” are italicized in compliance with your style guide. To satisfy the style guide, your reporter probably just highlights the text and clicks the italics button. But, what if your style guide changes to say that company names are bolded and your regulatory agencies are in red text? Using style classes would give you much greater flexibility than “em” and “strong” tags. Most WYSIWYG editors can be configured to have a drop down list of style classes. When a user highlights the text and selects the class, the WYSIWYG editor writes it as a span tag with that class:

<span class="classname">LPL</span>

Now what should you name your classes? Here is the trick. Rather than call them “italics” or “bold” or “red,” give them names to indicate the meaning of the text that you are styling: such as “company” and “regulator.” In addition to giving more flexibility in styling, you will be able to do some really interesting things with your content. For example:

  • With a very simple XSL template you can have your rendering template put a list of mentioned companies and agencies on the page.
  • You could extend the logic of your CMS to automatically create metadata about the article to help your search engine figure out that your article is about Apple computers rather than Motts Brand Apple Juice.
  • You could have your rendering templates insert the stock symbol of the company or create a link to their ticker page.

The possibilities are really endless when your programming logic has access to the meaning of your content.

Using a WYSIWYG editor to do simple semantic tagging is not the only way to add meaning to your content. You can have your authors write in an XML editor. You can use a text mining engine match words against a centrally managed controlled vocabulary. However, I have found that this approach is the least expensive, most practical way to get started. They want to have their article look nice. This approach captures that intent and, with no additional effort, creates additional value that your author (at first) is less aware of. Once your content starts to have semantic tagging and your technology starts to leverage it, your authors will probably start to see the benefits and really get excited about the possibilities.

Do you need a blogging platform? Do you only need a blogging platform?

Friday, August 15th, 2008

I was reading this post on the definition of a blog and it got me thinking of a conversation that I have with many of my clients. Often companies that are interested in replacing their content management systems have resorted to an intermediate solution of side-stepping their difficult to use, rigid web content management system by using a blogging platform to power a section of their site. They are attracted to the immediacy and ease of use of the blogging platform and conclude that they love blogging. But what do they really love? And could they achieve the same results on their WCM platform?

If you really break it down, a blog could be seen as a website design that can be implemented by most WCM platforms: short-form articles with immediate publishing (no workflow) organized chronologically on the site with an alternative XML (RSS) view and some interactive features like commenting. There is also trackback and pings but most companies don’t even know what those things are. What WCM platform can’t do that? Probably yours. And the reason is not the technology. It is just that you have designed your implementation around processes that you hate: complicated workflows, overly elaborate content models, lots of metadata, periodic publishing, etc. You may have gone too far down the path with your current WCM platform to introduce the simplicity that you love about the blogs. If you are replacing your core WCM platform, you may consider including a blog-post-like article in your implementation design. You may call it a blog. You may not. It doesn’t really matter.

What if you like this blog-like behavior so much that you realize that you can get by without all the features of your classic WCM platform (navigation management, page composition, template selection, multi-step workflows, versioning, etc.)? In that case, a blogging platform may be all you need. Many of the blogging platforms on the market are building in foundational WCM capabilities and are becoming lightweight web content management systems themselves. While not as feature rich as the incumbent WCM platforms, they are typically easy to use and are certainly cheap enough.

So, if you find yourself in the position of happily blogging but want to replace your onerous WCM platform, you should consider the following options:

  • Use a blogging tool to power your whole website. This sounds crazy and may well be but just the act of considering the idea will force you through the exercise of discussing your requirements. It is easier to understand the importance of a requirement if you think through removing it. The discussion can also lead to creative new ideas. I liken this to Edward de Bono’s creativity exercise where you put forth a crazy idea and you discuss why it would be good and why it wouldn’t work and then try to harvest the good aspects of the crazy idea. If you are familiar with this exercise you know that the proposition of “the plane lands upside down” led to the tilting nose of the Concorde that allowed pilots to see the runway better.
  • Design your new WCM platform and website to be more blog-like. Base your simplicity and usability bars on a blog and only introduce complexity where you absolutely need it. Do not destroy the freedom, spontaneity and casualness that made blogging so fun. You may find that you could get away with a less expensive CMS than you thought you needed.
  • Fix your old WCM platform. Use what blogging taught you about content production and use it to refactor your existing CMS implementation. Simplify your content structure. Streamline your workflows. Hide features that clutter the UI. You might find that the WCM platform you have doesn’t have to be as bad as you made it. You could even continue to use the blogging platform contribution interface and feed content into your main CMS.