Just an old observation about Apple.

Over the past week I’ve been quite busy writing a Product Strategy for a mining consultancy who today has a very specific niche offering here in Australia. The company is for me personally a fun place to be in, despite the weirdness of working for the mining industry (if you’re going to innovative UX, trust me, mining companies have the investment and vision to allow it).

The reason I like this gig and the work that we do is we are essentially focused on a market or idea around what the mining industry should look like from a geological standpoint over the next x-years. Loads of data that need user experience driven solutions to help unravel it.

I won’t go into details about what specifically the above means (as with this company, I actually have an NDA this time :) ), suffice to say we are focused and in the course of writing this strategy combined with the constant RSS feeds over the last 72hrs about Steve Jobs that it hit me what makes Apple such a powerful force today.

They are focused.

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Looking at Apple’s website, you see they are in a number of products but the more you look at each individual product and how they relate to one another it’s clear there is a coherent strategy in place. There is still a case of multiple threads flowing at once yet they are still interconnected at some point.

I look at the iPhone and then look at the Macbook’s on offer and one can sit back and easily assume that the iPhone is an extension of the Macbook that the idea is to get you into the iPhone ownership whilst then bait you into the desktop solution there after – it just works right?

Everything in Apple orbits the iPhone, its realistically today the center of all products that Apple produce’s gravity, it’s clear to me personally they are focused on a strategy – how well the retain custody of this vision or strategy with the passing of Steve Jobs is yet to be written, suffice to say they have one of the best foundations to build from.

I observe often just how focused Apple.com has become as a website, every line of text, every picture right down to the consistency in design seems to say “we have an idea, wouldn’t it be cool…”

To put it in perspective on the influence, I watched a colleague of mine – better to not name him – design Microsoft.com/web (which imho kills on all Microsoft.com sites). I watched him sit down and do everything in his power to avoid opening Apple.com and it’s not because he hates Apple or drinks the Microsoft kool aid, quite the opposite he’s at heart a pure designer – one of the best I know – he avoided opening it because he wanted to beat it because he appeared to want to put Microsoft’s best foot forward and not have a site like Apple overshadow it.

He had a lot of fools in his way, but he navigated the mess with class and kept a strategic focus on a simple principle – user experience first around the products he managed.

My point is this, Apple and Microsoft are opposite from one another, we all get that but if one thing about writing my 8th Product Strategy and living by the a sense of “focus on the user experience and work your way back” has taught me, that at times you just need the Bill Gates, Steve Jobs etc of this corporate focused discipline we call the software industry to just do what they do best and stop crowding them with bullshit and have a point or focus.

Microsoft, Adobe and even Google just seem to have this scatter shot approached to product strategy & marketing.

Personally, it’s quite frustrating to just watch given their huge amount of potential they have? We should have 10 Steve Jobs personas in our industry with the same level of UX focus for a brand? That’s what people are probably the most down about in his passing – who’s going to lead us now?

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Decoding Windows 8 UX Principles– Let Context breathe instead of the UI!

Last night I was sitting in a child psychologist office watching my son undergo a whole heap of cognitive testing (given he has a rare condition called Trisomy 8 Mosaicism) and in that moment I had what others would call a “flash” or “epiphany” (i.e. theory is we get ideas based on a network of ideas that pre-existed).

The flash came about from watching my son do a few Perceptional Reasoning Index tests. The idea in these tests is to have a group of imagery (grid form) and they have to basically assign semantic similarities between the images (ball, bat, fridge, dog, plane would translate to ball and bat being the semantic similarities).

This for me was one of those ahah! Moments. You see, for me when I first saw the Windows 8 opening screen of boxes / tiles being shown with a mixed message around letting the User Interface “breathe” combined with ensuring a uniform grid / golden ratio style rant … I just didn’t like it.

There was something about this approach that for me I just instantly took a dislike. Was it because I was jaded? Was it because I wanted more? ..there was something I didn’t get about it.

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Over the past few days I’ve thought more about what I don’t like about it and the most obvious reaction I had was around the fact that we’re going to rely on imagery to process which apps to load and not load. Think about that, you are now going to have images some static whilst others animated to help you guage which one of these elements you need to touch/mouse click in order to load?

re-imagining or re-engineering the problem?

This isn’t re-imagining the problem, its simply taken a broken concept form Apple and made it bigger so instead of Icons we now have bigger imagery to process.

Just like my son, your now being attacked at Perceptional Reasoning level on which of these “items are the same or similar” and given we also have full control over how these boxes are to be clustered, we in turn will put our own internal taxonomy into play here as well…. Arrghh…

Now I’m starting to formulate an opinion that the grid box layout approach is not only not solving the problem but its actually probably a usability issue lurking (more testing needs to be had and proven here I think).

Ok, I’ve arrived at a conscious opinion on why I don’t like the front screen, now what? The more I thought about it the more I kept coming back to the question – “Why do we have apps and why do we cluster them on screens like this”

The answer isn’t just a Perspective Memory rationale, the answer really lies in the context in which we as humans lean on software for our daily activities. Context is the thread we need to explore on this screen, not “Look I can move apps around and dock them” that’s part of the equation but in reality all you are doing is mucking around with grouping information or data once you’ve isolated the context to an area of comfort – that or you’re still hunting / exploring for the said data and aren’t quite ready to release (in short, you’re accessing information in working memory and processing the results real-time).

As the idea is beginning to brew, I think about to sources of inspiration – the user interfaces I have loved and continue to love that get my design mojo happening. User interfaces such as the one that I think captures the concept of Metro better than what Microsoft has produced today – the Microsoft Health / Productivity Video(s).

 

Back to the Fantasy UI for Inspiration

If you analyze the attractive elements within these videos what do you notice the most? For me it’s a number of things.

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I notice the fact that the UI is simple and in a sense “metro –paint-by-numbers” which despite their basic composition is actually quite well done.

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I notice the User Interface is never just one composition that the UI appears to react to the context of usage for the person and not the other way around. Each User Interface has a role or approach that carries out a very simplistic approach to a problem but done so in a way that feels a lot more organic.

In short, I notice context over and over.

I then think back to a User Interface design I saw years ago at Adobe MAX. It’s one of my favorites, in this UI Adobe were showing off what they think could be the future of entertainment UI, in that they simply have a search box on screen up top. The default user interface is somewhat blank providing a passive “forcing function” on the end user to provide some clues as to what they want.

The user types the word “spid” as their intent is Spiderman. The User Interface reacts to this word and its entire screen changes to the theme of Spiderman whilst spitting out movies, books, games etc – basically you are overwhelmed with context.

Crazy huh?

I look at Zune, I type the word “the Fray” and hit search, again, contextual relevance plays a role and the user interface is now reacting to my clues.

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I look back now at the Microsoft Health videos and then back to the Windows 8 Screens. The videos are one in the same with Windows 8 in a lot of ways but the huge difference is one doesn’t have context it has apps.

The reality is, most of the Apps you have has semantic data behind (except games?) so in short why are we fishing around for “apps” or “hubs” when we should all be reimagineering the concept of how an operating system of tomorrow like Windows 8 accommodates a personal level of both taxonomy and contextual driven usage that also respects each of our own cognitive processing capabilities?

Now I know why I dislike Windows 8 User Interface, as the more I explore this thread the more I look past the design elements and “WoW” effects and the more I start coming to the realization that in short, this isn’t a work of innovation, it simply a case of taking existing broken models on the market today and declaring victory on them because it’s now either bigger or easier to approach from a NUI perspective.

There isn’t much reimagination going on here, it’s more reengineering instead. There is a lot of potential here for smarter, more innovative and relevant improvements on the way in which we interact with software of tomorrow.

I gave a talk similar to this at local Seattle Design User Group once. Here’s the slides but I still think it holds water today especially in a Windows 8 futures discussion.

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WP7 Developers! Developers! Devel…wtf is the designers?

I just noticed something about the overall Windows Phone 7 community outreach story. Well I’ve noticed a few things, but the main thing I noticed was the designer haven is non-existent. Looking at the Create.MSDN site which for me appears to be the front-door to “getting-started” with Windows Phone 7, there appears to be no upsell or solicitation in anyway for the “design” community to pay attention to Windows Phone 7.

Huge mistake firstly.

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The reason this is not a bright start to the phone, is if you look at all the successful apps on the iPhone and even Android market-places, there actual apps clearly have someone with design muscle flexing their wares proactively. Inside the Windows Phone 7 ethos, it’s admittedly paint by numbers style design (Metro) but still there is potential vein of richness here should you but show some bread-crumbs.

The major selling point for Windows Phone 7 is metro, folks inside the WP7 marketing team can flog “apps” all they like, but in my opinion I’d declare the phone having apps as hygiene (i.e. Well? I expected you to have them so what? you want a high five?..what else you got?). Metro is the differentiator, despite my grievances with User Interface experience(s) I do recognize that pushing these bitter points aside, the phone needs to focus on this and this alone when it comes to the consumers?

Sitting down and having designed a UI for this phone for an upcoming (reveled later) I’m a little frustrated at the amount of Googling (Yes, I said Google, not Bing. Bing is an ass backwards Search engine imho) I’ve had to spend in finding vector icons, inspiration (design stealing) and lastly techniques / resources others have framed when it comes to handling design related issues.

For instance, I’m not a fan of accent colors inside the phone – in that I like certain amount of colors but Red, Green and Orange are imho off-limits. The reason being is most situations that call for “state” often rely on a stop-light palette. If you have your entire UI Green and you have “You’re now connected” green highlight somewhere, well..it gets lost in the accent theme.

On top of that the dark/light auto-inversing is a funny beast to tackle. I get that it inverses the color palette’s in a fairly smart way at the same time it catches you a little off guard when you sit down to design. As now you have to keep that in the forefront of your mind whilst designing and at the same time accommodating for foreground and accent color adjustments as they occur.

To a developer this is simply state flipping in and out but for an average designer that’s a lot of conscious palette planning / thinking going on there and not a lot of resources around hinting at that either (Try googling that now, tell me what you find!).

These are the typical scenarios you’re likely to face as a designer, the techniques that go beyond “Look mah, I used the default color palette and I managed to ship! gimme my $1million app store sales now mkay!” moments.  It goes deeper and you can’t rely on external blogging threads to carry this workload. As they also have a habit of becoming out dated mixed with spam sites re-gurgitating your blog feeds as their own in order to sucker punch you with Google ads.

My point is simple, the designers are clearly not part of the conversation here and whilst developers, developers  and developers is the normal mantra of Microsoft it’s also the major reason you’re failing at the products. If you want proof, go check out he MSDN metrics around Expression sales and uptake of Silverlight solutions that go beyond the default theme(s) created by either Microsoft or Telerik, ComponentOne, Infragistics etc.

Paint by numbers gets you the default positioning of your product and nothing is wrong with prescribed UI. That is until you scope out the iPhone AppStore reviews long enough to see that your application now needs to do something beyond Tip Calculators / FlashLights and Twitter feeds. If you come up short on Function then you better at least deliver on Form.

Microsoft’s AppStore is filled with overloaded function it now needs personality and it needs more design focused bloodlines to underpin the Metro differentiation. If Microsoft can’t factor this into the outbound marketing today, then at least make a start as this will also set Microsoft up for a stronger position for when Windows 8 arrives (given Metro seems to be full steam ahead).

Point and case. Try for giggles, re-create the Office UI inside Wp7 today without leaving Create.MSDN.com and using the default Icons out of the directory found buried inside Program Files (which somehow we’re supposed to inherently know)?

How about Brandon  (Marketing Director for Wp7) take the $1k ransom for Scott Adams (Dilbert) and put that towards the funding for hiring a designer minded person to run the wp7 community outbound initiatives. There’s a lot of people who could lift that burden and if anyone in Microsoft want some recommendations, ping me, I’ve got a list of candidates.

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UXCAST: DataGrid or should it be Data Visualization.

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I am working on a secret squirrel application. Can’t say much suffice to say I had a situation where a bunch of clients connect to a network – like most apps I guess.

In this situation, I needed to inject a listening app to the overall network in that it needed to keep a pulse check on how the clients within the network are doing. This listening application needed to show the information in a meaningful way but at the same time; I do not want to have to inspect every single one of them each time they connect/disconnect.

I needed to visually show the connection states but I wanted it to be more reactive to me vs. me reactive to it.

Armed with problems like this, I now draw your attention to my biggest pet hate – DataGrids. A developer and you know who you are – would often take a situation like this and go "Ok, got it, what we need is a datagrid and the columns show machine name, state and blah blah metadata – easy peasy!!"

If you are that developer, I want you to do me a favor, remove yourself from the screen design team as you are hereby in a time-out.

Again, the problem is that I want to have a sense of all things are ok but I want to be alerted when things are not. I want to put this UI onto a large screen and just let it sit there keeping an eye on things and the moment something’s amiss – tell me!

Here is what I came up with. It is a hexagonal grid, each tile represents a new client connection and what it does is when a client activates it pulsates (the tile also gets added randomly in the grid). Yes, it pulsates but slowly, so it gives the impression that the "grid" (i.e. network grid) is breathing just like an organic machine.

When something bad happens, the tile flips to a red alert state and if there is a massive network outage the entire screen flickers with red pulsating tiles all yelling "help me, help me".

If more than 10x tiles fail an overall, alert text flows over the top giving you the old "Warning will Robinson, warning" alert.

The point here is simple. I could of easily just taking a data grid and view model, bound the two together and walked away. I actively choose not to do that as it’s a case of thinking about the problem creatively and trying an approach that makes sense but at the same time underpins an important principle – We work with software. We shouldn’t just use software"

That’s why I hate datagrids.

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The 6 things that annoy me when you design my software.

1. Stop making bottleneck software

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Technically you could write most software today as one big mega-class with loads of switch / if&else statements. If you did that, not only would every other developer you come across immediately punch you in the nose but it would also become hard to maintain over time.

We agree that would be stupid right. I mean one large file for all code! – yet why do I always see software designed in such a way that it becomes the Swiss army knife of all tasks associated to the user, in that it becomes feature-heavy based around feeble arguments of "but the user wanted.."

The user is 80% of the time a jackass.

You are armed with a plethora of programming models today, stop crowding (thereby creating UX bottlenecks) the user interface for every single role known to man. Figure out the "persona’s" attached to your software and if need be, make smaller contextually relevant versions of the software per person (whether it be modular or separate specific installations).

2. Third Party Controls do not negate the need for a designer.

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When I first left Microsoft and joined the working class (mwahah), I was often thrown into the deepened of projects that needed some UX makeovers. Given I have both a programming and design background it seemed a natural fit so sure, go with the flow I say. I’d walk into a typical gig and sure enough I’d see 3rd party controls lurking about (ie Telerik, Component One etc).

Nothing against these brands but if you are dealing with WPF or Silverlight then let me give you a heads up on why this is a bad idea. Firstly, the 3rd party controls are just a quick dirty fix to get around bad UI design, I get it, budgets are non-existent so you do the best you can. Secondly, these controls are made for multiple developers around the world, so there are many keys to turn on and off for them to snap together – which means your controls are not on a diet. Thirdly, you need to walk a mile in the shoes of say a C++ programmer or some language that used to have to play a game of memory Tetris to really grasp the concept of the second point.

Diet is the keyword. If you are dealing in Silverlight space the leaner and smaller footprint your code has, the snappier things are going to get. I am not talking about pure CPU no-holds bar processing time; I am talking about rendering pipeline time. I am yet to see an example of 3rd party controls improving performance and not subtracting them.

Stop outsourcing design for third party controls and I am looking at you graph boy/girl.

3. Every screen has a soul.

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In UI Principles space there’s this little concept call false affordance. It means something that looks like it was supposed to do xyz but does nothing (i.e. Push the button and all negative energy will disappear scams).

If you have some software that has a hierarchy of navigational elements, you click on the first node, and it does nothing but expand to the second node but at the same time shows a view with some "weak" summary (i.e. description etc.). Stop, you are doing it wrong.

Every click has a purpose of existence. If you have a dashboard, what is its purpose? Think about its relevance in the grand scheme of things. Should it be fresh content daily/weekly/monthly? Is a holding pattern screen necessary?  The screen, which is like the UX principles are buffering between two major waypoints – you know the one screen in the app that really has no purpose other than to get you from A to C but somehow you felt the need to keep B in place.

If you have a screen that is filled with say two Input controls and that is it. That is a freakin dialog box, it is not a screen. Stop being lazy and think about the problem not how easy it is for you to just whack up an app. It’s not about you, it is about them *points to the end user*.

4. You are not a magician so quit giving me the constant "surprise" moments.

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Ever used an application that when you click on something random inside a screen suddenly a piece of User Interface randomly appears somewhere in the screen? Maybe hidden inside a secondary tree node somewhere?

This is not a magic show and you are not a magician. Progressive Disclosure is great when done in a way that leads the user on a journey, no more "I’ve just modified the screen, if you guess what I just did you get a fluffy kitten" moments.

5. Humans are smarter than you think

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I have covered this quite a lot but let me re-iterate in the theme of this post. Over 90% of the world’s computer population right now has some piece of overly complicated unnecessary piece of crap software installed on their hard drive that they have somehow managed to figure out partially its inner workings.

The benchmark for success right now in this space is so low you could trip over it and still succeed.  My point is the end users are actually smarter than you give them credit for. If you are in a team and someone says, "Yeah our users aren’t smart enough to.." challenge that jackass upfront. As did he conduct a survey where One in Five housewives came back being dumber than he anticipated?

If an average worker-bee can sit through SAP ERP or any piece of software that Oracle/Microsoft throws at them, they can sit through your software as well.

The trick is to make it enjoyable for them, to be the software that does not feel like the others – the stand out. Rather than holding them hostage to complexity because of your own arrogance, try to think less about the complexity levels and more the enjoyment levels. Software should be enjoyable as we work WITH software – we do not USE it.

6. I did not buy a cat so it could be my master.

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My kids wanted a kitten and so me being the "fun" dad I bought one. Today that cat rules the house most of the time because we react to it, not the other way around.

In software, this often is similar to what happens. We buy software thinking it will save us time and money as it will improve the master/slave relationship to our daily lives. Instead, we become more enslaved in its processes.

An example. Today I went to my bank ANZ (which I am ditching – F*K you ANZ). I said, "I’d like a copy of my home mortgage statement to give to your competitor so I can leave your dumbasses – i.e. YOU ARE FIRED"

I watched the teller pound away at a keyboard for like 5mins before she arrived at a point of some kind that then needed her co-worker to give her instructions on generating a printable report.

I am sitting there thinking the following things:

  • Why are you typing so much?
  • Why can’t I do this online myself? You give me access to every other account functionality yet why not this?
  • Why am I giving you everything but a DNA sample to authenticate I am who I say I am still to this day?

My point here is that aside from a crappy online service from ANZ Bank, the teller herself should have a simple input control that has a button next to it. Inside that input control, she types, "Print <AccountNumberXYZ> Mortgage Statement as of Today"

The input box then does the following:

  • Looks up my account number and verifies it still is active.
  • Takes the verb Print to mean "fetch" and the words Mortgage Statement as being what should be fetched whilst the word "Today" meaning as in Now(). Then spit out a piece of paper with that information. In otherwords “PrintMortgageStatementWorkflow(custId, date);”

I think I make my point(s) in saying why are we jumping through hurdles to make software do the work when it feels like we are a separate background thread in the software’s world.

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Why Microsoft is failing at WP7.

It is easy to sit on the sidelines, point and laugh at how the overall Windows Phone 7 tire fire is burning daily. It is also greatly disappointing to see as whilst I had predicted from the start that Windows Phone 7 will fail with consumers but could win with business/enterprise it’s also bitter sweet victory in many ways to be right.

How did the product arrive at this state? Where a pittance of allegedly 1.6million units have been sold out of the 2million units known to be “in-market”. My thinking is as follows:

No Aesthetic Differentiation.

 

Stating that is bold and a bit of an eyebrow raiser, as clearly the Metro UI is different to the rest right? Not really, as you are probably looking at this through the lens of a TechEd T-Shirt wearing c# ninja aka Microsoft “aware” perspective. The reality is if you go into a mobile store of any kind around the world, you just have to stare at the buffet of phones on display and cannot really help but notice one thing. They all seem to look kind of like the iPhone in terms of shape – keep in mind we humans are pattern people, we seek patterns first and then adjust to what the pattern is second.

If all the phones have similar shapes then what does that say? Does it feel like an iPhone knockoff? It has the similar price tag. So why pay for a copy of a popular device when you can have the real thing?

Assuming you get past that train of thought let us look at it from a different perspective. You are in the store, you get excited over the initial 10seconds of “Wow, nice UI” moment(s). The more you use it, the more you start thinking “meh, what kind of apps does this thing have?” so now you have to grasp the concept of the Zune Marketplace – assuming you’re outside of the US and the brand Zune is “What the freaking hell is a Zune?” moment(s). How do you grasp Zune Marketplace while in a store? You click on Marketplace but nothing happens as most phones have no internet connection(s) in stores.

I have seen many a “marketplace” on the ye olde phones that were run by carriers so what makes this different to those as again who is Zune? What apps do you have and do you have Angry Birds? Skype? Foursquare? Facebook (yes its built in, but are others outside the Microsoft sphere of influence aware of this?) etc?

Too consistent & poor quality bands.

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The differentiation is one thing but then comes the moment of too much consistency. All of the applications tend to blur into being the same old cookie cut style. There is not a real sense of change or theming in place other than games. Today’s twitter application looks like a thousand other twitter applications aside from some color changes. There is no real sense of depth and whilst the team has pushed for “authentically digital” which is a noble gesture in the art scene, it is but one lacking in the consumer space.

To put it another way, If I have a voice recording “memo” style application then please make it look like a recording application (i.e. iPhone uses this big Microsoft and it takes on this “theme” of being the app). There are some diamonds in the rough when it comes to the marketplace, not all are bad – most are though.

All it takes is any C# developer with some developer muscle and a lame brain idea around FlashLight, Twitter, Task list or Tip Calculator and pretty much soon you have a saturated idea brimming to the surface of applications made available to you for purchasing. The quality baseline for success in the market is measured around quantity not quality. iPhone is no different much like Android, the difference with those phones however is they aren’t the ones struggling to convince people that their old version isn’t the same as you see before you in the new version(s). They don’t have as big of a hill to climb back out of and arguing mediocrity in quality bands as an excuse as to why is plain stupid.

There is no switch up inside the phone, all apps tend to become the same look and feel repeatedly – so my point is this is not just a phone it’s a media device that should be filled with brainless eye candy as much as functional brilliance. Let the audience decide if Authentically Digital compositions are their cup of tea but forcing all to bow down to this mentality is simply locking you into a bubble of ignorance.

Dance with the girl you came with.

These are the end result of a local GOVT dept who bought HP iPAQ's instead of WP7 for development purposes? Sad?

Consumers are morons, and are easily tricked if you have a brilliant strategy. Urban legend of Colgate guy wanting to increase toothpaste sales that tried everything but in the end all he did was increase the diameter of the hole in which toothpaste pours out of by 3mm in the end sent sales through the roof (given we used more toothpaste unwittingly). It is a story I was told in my days of Marketing 101 training, but it stuck with me for obvious reason(s) – hopefully.

Microsoft is so preoccupied with “beating” the other guy (and we used to drink that compete rage elixir often) that its lost perspective on the places its getting success – Business/Enterprise. Go into a govt department, large mining company, finance sector the whole thing and ask them how they are coping with business related devices such as PDA’s and wanting field staff to do xyz. You would be surprised at the response you get – especially how iPhones, Androids and Windows Phone 7 are not even in the race. The reason being is simple – “How does one deploy a private app to my citizens?”

The reality is Microsoft’s spent the lion share of its marketing spend on US Consumers hoping that this like some kind of weird end of year Xbox style achievements metrics “Congratulations! You have Achieved Level 1 in sales!” moment(s).

Inside Australia for example the WP7 Marketing is a secret? As its rare you catch glimpses of its existence outside a mobile store and even then you have Windows Phone7 Logo right beside Windows Phone 6 devices.  Confused? I was.

The win here while it may not be loud (which sadly gets you career points in Microsoft) is that if Microsoft released an Enterprise follow-on with the WP7 devices focused on allowing draconian SOE overlords to brick the phones in such a way that forces its peon’s to adhere to the blah blah policy then you in turn would have a backdoor into consumer market.

The reason being is these are human beings the phones are being handed to during work hours. The more they use them, the more the grow accustom and forgiving towards the device you are giving your crack away via corporate mandates. Establishing a habitual usage amongst the business/enterprise community in turn creates natural evangelism, which in turn can either make or break you (if its crap phones it will be very loud as to why).

If you are in a meeting and you see many WP7 phones in the room, you cannot but help notice them – that is what they call “product placement” in marketing terms and you get it free amongst the business community.
Nobody is doing this right now, and I’ve witnessed thousands upon thousands of units of HP IPAQ like devices running Windows Mobile 6.5 as a result (right now I’m staring at a body of work I’ll need to work on soon in this space, simply because no Wp7 device is available for commercial usage).

Competitions are an act of marketing desperation.

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I was once told inside Microsoft that if you get to a point where you are running a competition to excite developers around a product, you have failed. It is the last desperate refuge for a marketing to try to regain some lost momentum around marketing a product that really needed more than a “Win a new phone?” moment(s).

When I was doing my interviews for Product Manager on the Silverlight team, my bosses boss (Dave Mendlen) asked me how I would handle a competition etc for a product if had $50k to spend? I guess he wanted to see me break it down into its overall pieces etc. My response was simple

“I’d take the $50k,  put up a 1x Page website and simply give away a CAR in any country around the world for the best and fairest blah blah”.

My point was simple; competitions suck firstly so I would rather get this fool’s errand out of the way upfront. Secondly, if you are going to have competitions then go big or go home. Don’t pussyfoot around with $1k or below offerings, you want competition right? You want people to take notice and work hard to fight to the finish then put a carrot that is big enough that it feels both reachable and enriching at once.

I see way to many competitions for developers to write xyz Windows Phone App around lately and it’s just sad to watch. Microsoft needs to raise its game and seed the product in much smarter ways then weak competition tactics. Evangelism needs to be smarter and the marketing spend / product placement campaigns need to be better than it is today. Seeing a Windows Phone 7 on a TV show is a good start but it lacks follow-up(s).

If I go to a geek conference of any kind I want to see Wp7 branding everywhere but I also want to see someone doing something interesting with the phone(s). I want sizzle and holding creations as if the one Brandon Foy hostage to “If you get 200k+ views I’ll let you do a commercial for real” is like asking Don Draper to audition for entry-level copywriter. You had talent in front of you and you still missed it.

In Summary

The phone is failing and it is not really the actual phones fault it’s more direction, understanding of who needs the phone and lastly ensuring the quality bands associated with the phone raise. If you are going to go head to head with Apple who have shown repeatedly that Industrial Design / User Experience is what consumers are really attracted to. Bring it fully do not “version three we will get it right / marathon speech” it to death.

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THELAB: User Story Management – think beyond cards.

As a Hybrid I want the ability to create user stories into clusters so that I can isolate ideas into more finite pieces.

The Problem.

Seeing that most are probably likely to ask what the heck I mean?  A User Story by SCRUM standards is just a small two-sentence tid bit that gives one clues as to what one should develop in software vNext? The problem with this line of thinking is that it goes against the nature of human phycology in that to isolate streams of thought into abstract finite forms does not work.

Want proof?

Ever sat in a Story planning session and as the stories begin to flow you immediately start to cluster these in your mind into groups? You visualize them into clusters when you see them that are because we as humans are massive fans of chunking information so that we can process them in more digestive formats. Is this a problem? No, it is just a natural primitive instinct to encourage you, as an entity that has grown opposable thumbs into ensuring the thing in front of you is both learnable and adaptable to suit what happens next.

Today, if you were to look around on the inter-web you would see a bunch of SCRUM friendly software and most of them try their best – and fail – to re-create the experience of User Story capturing.  The approach they often take is to create a rounded rectangle and display them onto the user’s screen as:

"this is a card and therefore it’s like the one you have in your cubicle in paper form. Please use this the same way in which you would that..”
Signed Software Designer.

Recently I learnt a very important snack of UX goldenness and that is we do not use software, we work with it. Software should reflect who I am and what is contextual relevant or albeit synchronized to suite my needs vs. having to ask me to adapt to its needs. Handing someone a virtual card on screen does not offer anything of value, all it does is remind me the constraints put forward – I need to cram an idea in under two sentences in abstract form so that I can break it down further into sub-forms in order to generate software feature(s).

The Flash of Genius.

I sat down today to tackle what I call the "Opening Act" in my UX magic show for an upcoming application I am making in WPF debut titled: IWANT – Weaponizing Agile.  As I sat staring the blank canvas, I began to panic a little, as I did not want to just re-create a grid of cards and declare victor to do that is to admit I have not thought about who the end user is.  Instead, I went for a walk and asked myself a simple question – Why does it have to be card and what else could it be? The more I thought about the form of media given to every SCRUM disciple out there the more I started to question its sanity – more to the point, who the freaking hell said a card was the best solution to this problem? A group of people who conjured up this religion we actively calls SCRUM today?

The SCRUM founding fathers if you will have some brilliance, but I’m not sure user experience or human phycology was at the forefront of their minds when producing this thing we call User Story management via card sorting.  I would however put forward the theory that they were thinking of ways to force we humans into the existence of tearing down our natural instincts to cluster / chunk information in forms that are more isolated / streamlined.

Armed with this moment of brilliance, I sat down and began grinding pixels. I began to think about the problem in the fashion of idea clouds, just like as if we were about to read these stories in comic book form.  Yes, comic book form – as name any child today that doesn’t find reading more enjoyable in such format and I put it to you that we adults need to recapture our lost youth as much as we can.

The Objectives.

Like all good experimenters, I need to assign some objectives to this newfound awareness. They are along these lines:

  • I want the ability to visualize clusters of user stories in ways that respect my primitive instincts but at the same time respect the existence of SCRUM.
  • I want the ability engage the experience with a sense of depth that is not flat, lifeless and typical response to visual grid ways.
  • I want the ability to get in and get out when I need to resurrect a User Story of a specific type.
  • I want the ability to just create in a fast responsive manner and I want the said creation to have dependency links throughout that are of contextual relevance.

The solution.

Armed with this tall order, I bring you thine creation.

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The Terminology

Story Clusters. A Story cluster is a group of user stories that fall under a theme / category. The idea is to allow teams to partition their ideas into taxonomy of their choosing but more so to ensure they can feed the idea threads around a particular concept – Security? Customer Management? File Storage etc as but examples of "theming".

User Story vs System Story. They are one in the same the difference however is to give developers or engineering minded people a free pass in terms of allocating some ideas to either a person(a) or a technical agent of their choosing. An example of this is

"As a User I want the ability to save my blog posts so that I can share it with others!" – User Story.
"As a UI Client I want the ability to CRUD a blog post so that I can allow users to manage blog posts" - System Story.

Some SCRUM masters may have a mental seizure at the sight of this – deal with it you jackasses.  The reality is when someone sits down to write a User Story majority of the time the  person is trying to force themselves out of a cycle of developer eyes and into something, they are not. The purpose in my opinion of this exercise is to tease out the idea; we can break it down further later but get the idea captured!

The UI Teardown.

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View Finder. It’s here you will find the User Story cluster(s). The clusters are grouped into a cloud like existence and the more stories found within the cluster the larger it becomes. I choose to enlarge these to enforce dominance for one and secondly to attack the end user in a subliminal manner by encouraging those to break it down into a separate cluster if it is getting to large. This is exactly like a container of any kind, if you keep cramming it with stuff it gets bigger and eventually you start to think about the problem again but now are already looking at ways to fork its contents.

Notice also, how the clusters are blurred and have a sense of depth.  This is to ensure the end user does not take what is in front of them for granted, I want them to focus and I want them to explore the data. I do not want "at a glance" viewing; I want interaction and comprehension around what is in front of them. Explore, interact and adapt.

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Search Box.  Given the end user for this product is someone who’s stuck in the mental model of "As a blah I want.." style thinking, it’s important for me to not interrupt that conscious thought.  If they are looking to find a specific task, user story or note of any kind then it’s here I expect them to take a leap of faith and search.  Important thing to note here is I am not relying on this massive data grid or tree control to allow my users access to the data.  Why not? It is important to not give them a crutch to lean on; I want them to think about what they are asking and how they ask it. Providing a DataGrid or Tree Control is encouraging them to embrace perspective memory way to much (i.e. they will next want the ability to pin that area of navigation, taking up valuable real estate simply because at the heart of it they don’t want to have to collapse / scroll to that sweet spot again). Instead get them into UX Rehab, ask them to treat the software as if they were turning to a co-worker and asking "hey, where did you put that file.." – behold the power of search!

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Create Only. Notice I do not give much in the way other than "Create" options at first.  I do this deliberately as I want the end user to build first tear down / fix next. Find the thing you want to do other stuff to but here, all I am interested in is giving you ways to add to the web of data.
Some of you may notice I used a Skull as the icon to represent the User Story.  The reason I choose that icon instead of a typical silhouette head of a human is simple – we are creating digital Shakespeare.  You are telling a story, so it is fitting – that and this is the spot where good ideas may go to die.

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Stats.  I am a sucker for fun facts or a sense of proportion but more importantly, it is about keeping a score of what is going on. Too many times software hides data to the point where you either underestimate or overestimate the complexities of a given problem because of such things as software hiding key pieces of information.  I choose to keep a cycle of statistics around Story telling within iWANT so that as users are working on the feature catalogs of tomorrow they are also getting some fun facts so that they may turn to one another with stuff like

"oh shi.. We have like 300 stories added this month..man, we are never going to get this done in time.." (Invoking maybe a rethink in customer expectations?) etc.

The Conclusion.

My concept is unproven and untested. It may very well fail or it could succeed but right now any feedback or questions around this approach is simply "I think" and not "I know".  What I am confident about is that it will spark a different round of thinking in terms of how one approaches user story telling. My objectives are clear enough to outline the overall intent that is to provide a safe haven for undisciplined and disciplined thinking around what goes into software of tomorrow.  SCRUM is a little too religious in tis procedures and I find at times it goes against the grain of human psychology thus forcing a practice into place that at times is unnatural.

iWANT is a solution I am to challenge this thinking but at the same time allow development teams of all sizes the ability to get the administrative overheads out of the way fast, cleanly and smoothly so that they can focus on writing code, grinding pixels and marketing their product(s).

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UXCAST–Making Isometric Workflows inside Expression Blend–Part 1

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I did it! and I feel exposed. I sat down tonight and put together my first of what may or may not be many (depending on how badly I get crit) screencasts around UI / UX + Microsoft Technology.

In this video, I show folks how one can take a workflow design concept and inject it into your canvas of choice but in an Isometric format. I like Isometrics simply because you can get more of a spatial view than most screen angles that and it derives from my old Pixel-art days so..yeah..Isometrics are the way!

Hope you enjoy, and feedback welcomed.

 

 

RIGANEIC – UXCAST – Isometrics in Expression Blend from Scott Barnes on Vimeo.

In this screencast I show how one can take a Isometric workflow map and transpose it into Expression Blend 4.

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5 Things you ought to know when designing metro screens.

Having recently, gone full METRO lately, I have in turn created what I’d call my 5 things you ought to know going full metro list.  Here are five (5) things you probably might want to know if you head down this path like me?

1. Color choice is critical.

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The thing that stands out about most "metro" inspired designs is they pretty much settle on around 2-3 primary colors of choice. They also then rely heavily on either black or white (maybe a shade of gray) for their canvas as well.

It’s probably good thing to start by choosing your canvas to paint on upfront. White is great, it gives you more room to play around with and does not come across as obvious in terms of empty space. Black is also great, but keep in mind your empty space may become more obvious if you do not plan your designs as carefully.

Once you have outlined your canvas now comes the choice of a base color, any other accent you choose feeds off this color. Selection of your base color needs to keep one thing in mind; it will haunt you throughout your design.

The base color defines the "chrome" boundaries will give the user the pattern they have made a choice on something. Having often used the base color as both the partial chrome and when it comes to a selection. The reason I do this is in my own warped mind, the selection is part of the chrome, it’s essentially a choice an active one at that so why does it need to be constantly visible in terms of difference? In that I’ve made my choice, I’ve noted the choice is visibly in place, let’s move on please and focus on the parts I haven’t made a choice on, am about to make a choice on and/or need to figure out whether a choice needs to be made?

After you have defined your base color, head on over to Adobe’s Kuler site (that or use the Kuler extension found within Photoshop CS4+).  Inject your base colors into the "create" area, and then decide how your color compliments by selecting an alternative/complimentary color. Kuler is pretty spot on in terms of helping you decide this, as if you choose a bright green; you have many colors to choose.

iWantUsrMgmt

Example, one of the designs shown uses a bright blue, at first it seemed quite bright – but then after while of using it (own opinion), becomes a welcome relief from the green.

This alternative or secondary accent in your color, should become the color in which you decorate your buttons or inputs into.

Example, if you look under the hood of a new car, you will see areas colored yellow whereas the rest is the same color of the engine etc. Car manufacturers do this on purpose, they want you to touch yellow yourself but if it is not yellow and you are not mechanically minded – leave alone.

Having liked this principle and having fused it into designs constantly and personally used the secondary accent color to draw people’s attention to the fact "I’m ok if you touch this, you won’t break anything if you do" thinking. Personally, not entirely sure how popular it is amongst the UX/UI fraternity.  So far, no users have made obvious complaints from this approach.

I have not seen data that contradicts my theory here, but ultimately the data I do see is if the end users are given a breadcrumb trail in terms of pattern recognition, you have won them over – complexity and efficiency formula’s aside.

image One digresses; finally keep your color palette to around four (4) shades in total. It forces you to keep your selection pretty consistent and close to the base as possible.  Having liked this approach, as it prevents color conflicts occurring and again. It also maintains a pattern that is consistent – almost expected.

That is the interpretation of metro and colors so far – personal opinion based off current design style (which is slowly evolving – personal UI journey here).

2. Typography consistency is good, focus on that.

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Designs shown are an example of how they do not keep typography settings consistent, as they will often fluctuate between 8pt to 30pt text depending on design purpose. These choices made only during the testing out layout composition from wireframes phase. The idea here is to see how it all stacks together inside Photoshop before you take the concept over into Expression Blend.

Once inside Expression Blend – much like HTML/CSS – I settle on a consistent and semantically named theme sizes.  An example would be H1FontSize would be around 30pt, H2FontSize would be around 24pt and so on. The key here is to keep the approach in which you attack your UI consistent in your font size settings – goes without saying.

FontSizes are not the only issue, UpperCase, Camel Case, Lowercase etc. are all equally important.  Do try to keep these consistent to their relative function, in that navigation kept lowercase but headings etc. all uppercase.

Zune team does this with the Zune Desktop, the actual navigation, and nav-headings and maybe category headings are all lowercase. The rest of the text fluctuates between all Uppercase and normal case

Not entirely convinced of a killer formula here as its one of those areas where more experimentation could be done around what can work vs. what cannot.  Typography experts will definitely have an opinion here. Have yet to see one that outlines this. (Ping me if you have any bookmarks in this area of expertise).

Color choice per heading is also something that seems to have a bit of a formula around when it comes to my designs. I’ll often use the base color on labels that I think are important enough to capture the users attention but then use opposite to the canvas colors in order to retain a normal state.

I typically think about this as a case of highs and lows in vocal tones. In that if describing a current screen to someone, one might say, "this is the USER MANAGEMENT screen within the security management area". This is personally, done naturally via voice emphasis the "User Management" vs. "Security Management". As who cares where it lives, it is not the end is it.

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Welcome feedback on this approach, but the point is color selection helps carry that forward.

3. Text Chrome vs. Text Content balance it out.

This is one of those pet hates I have with the current implementation on Windows Phone 7 – in one way the team decided to abandon chrome artifacts in favor of text, the problem I personally have is switching gears between "Chrome" text and "Content" text.  I find myself at times pausing and thinking, "ok, can I touch that..nope..ok what’s touchable here..".

imageOvertime, personally, will develop some muscle memory in this space and will soon learn what the differences are but in given the current metro virginity I have, I just noticed this as a pattern which was not obvious (again, let users notice the scent for pattern recognition).
Would one put heading labels etc. as being the "Chrome" text category? Striking a balance here of too much text is important and again color choice can help you out here. I rely heavily on monochrome filled shapes and text in my current metro style, so for me it’s a demon I’m always trying to wrestle to the ground – keep my text minimal and restrain from too much on the screen, especially if there is allot of data to view.

4. Element minimizations are ok, but add some life please.

Over lunch today, a colleague and I were discussing the metro way of life really does not allow too much in the way of gradients or watermark elements – most of the designs I have seen in this space are clean / white.
Is purity in no element additions bad or good?

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I for one cannot honestly answer that as I am the type of guy who often just does not know to back off on the decals, I love a busy UI and it has nothing to do with the user experience it is more of an artistic habit.

Agreed, less is more, but sprinkle in some energy into the user interface. Think about what the end user is supposed to feel or relate to the said User Interface. One screen rather has a lot of fun with the idea that a boring concept like task tracking can take on more of a Bourne Identity / CIA feel.  I then throw in a world map, as hey, all Fantasy User Interface(s) within Movies always have the map of the world behind them when hacking a large mainframe or accessing global data of some kind (it works, I love it, back off).

Point is, don’t be a lemming and follow each other over the pure white cliff, sprinkle in some decals to take the edge of the seriousness of the UI and allow the end user to feel a small connection with the work you’ve put in front of them.

5. Fantasy User Interfaces in movies are your best friend.

Having found it difficult to get inspiration sources for metro and instead turning to local train stations etc., but they also have a much-prescribed look and feel throughout Australia.  Often one use Google/Bing images and searches other transit signs etc. to get a pick out of what is out there in the wild – metro style.

The main source however for inspiration, is to watch movies that have kickass user interfaces in them and then pick them apart frame by frame. I analyze them and try to force myself to think outside the box more and how these concepts could relate to real-life user interfaces.

I like what Fantasy UI brings to the table, it creates this nice illusion within a TV Show or Movie that convinces you in under 30seconds that the actor is doing something high tech.  It is obviously not real software, but you forgive it and go "yeah, suppose, I could buy what you’re selling here" for that brief moment.

I think it’s important to call that out, as it’s at the core of probably our reaction to software and it gives off this pure signal of "that works" moment.

Metro can lend itself to simplistic Fantasy UI’s, as often the user interfaces are very basic in their structure. Take the work of Mark Coleran (current geek UI hero); looking at his work, he has kept the UI basic in terms of color choice, composition and decals.  The actual magic comes to live when there is animations etc. on it, but in the end, it is relatively simple in composition. – It works!

This is the only reason I am remotely convinced metro as a style so far (the one I am working towards anyway) might have some legs. It is not entirely rainbows and kisses, but at the same time, it is.

Also, look at HTML/CSS sites within csselite.com galleries for inspiration as well. As these sites typically rely quite heavily on CSS for their design governance – so in a way the metro concept really hails from this if you ask me…

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UX Lab: Changing the way you handle CRUD workflow

I often see a lot of consistent patterns in the way applications are being built when it comes to generic create, read, update and delete (CRUD) workflows .

The usual pattern is that a screen starts off with a add/remove action followed by a very large datagrid and probably some paging. A user would then refine the datagrid’s result set, make a selection either inline on the datagrid or opens a modal via an action like double click which then presents the end user with a more detailed view of that record. This is probably so generic in the way it’s being approached that I’d probably dare say nobody’s really sat down and thought about its actual practicality – as it seems to be the unofficial standard for screen design (well the bloody apps I see day in day out anyway).

This pattern for me isn’t something I’m a fan of, maybe because it’s so common now that I simply crave for an alternative approach? I crave this alternative because I feel at times the workflow in itself seems oddly backwards?

The part that catches me out, is the overall approach taken. For instance, the end user has come to the said screen to get a detailed view of a record – maybe a summary, but doubtful. They wade around in the various amounts of turn-keys (filter settings) until they settle on a pattern of data that they can then scan (hunt/browse) for and proceed to get the modal open for a detailed view. It appears that majority of the practical usage is saved towards the end of the process pipeline? in that getting a detailed snapshot of the record seems to be an extension to the UI instead of probably being the focal point of the UI?

Armed with this style of thinking, today, I set out to try an alternative approach to the way this workflow could work. I decided to simply inverse the workflow, in that take a typical Security (add/remove users etc) workflow and try a different approach (see below).

SecurityUserScreenBkg

The idea is that when you click on “Find Users” the screen opens up to your summary view, in that since I’m logged in it reflects back my entire account profile found within the system. There are then a number of actions one can take in and around deciding on what to do next but the main key piece here for me, is well I’ve shown you the end point up front – I’ve seeded a contract with the end user around what screens will look like once they’ve found a user of their choosing.

How do I change the user from me to someone else?

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The change button in this screen kicks off what is traditionally the first screen, in that if the end user clicks on [Change..] a modal will open over the top, presenting the end user with search criteria. The user then fires up some search results and can specify filters for their search. Once the end user has found the right user of their choosing, the modal closes and the original security profile (you) switches to the person in question.

SecurityUserScreen

Ok, I’m kind of with you, but what benefits does this give then?

I personally think it shifts the user into a more focused approach to how they handle the workflow. It’s quite easy to snap in a datagrid + tree control and hit F5/Ship. This approach in my opinion approaches the workflow differently, in that it asks the user to be specific in what they are really after. If you’re in the User Administration area of this application, then what is it you want to do? Manage users is probably the typical response here. So, let’s let them manage a User in a more focused fashion by exposing other areas of interest in a screen that’s more content specific and less cramped / buried in a floating modal.

The typical “list all users” with paging approach is quite unnecessary real estate to reserve for prime time, as well it’s merely a stepping stone to the end point. It’s almost throw away in the task process should the user want to change “John Doe” password or check when that user last logged in etc.

You could even approach the way I’ve done it differently, by simply providing a search box at the top with a label “Find User..”. Once the user types in “Scott Bar..” (auto complete) like experience fires, but instead of a pulldown it could then go off and grab all twitter feeds, flickr photos, facebook profiles, linked profiles etc and just start showing them on screen. This kind of approach is more helpful when you’re trying to figure out who that “Scott” fellow was last night, as now you’re meet with multiple forms of media to help guide your search detective skills down to a more informed end point.

The point is, it’s taking the equation of CRUD and flipping it into a more interactive experience. Why invest all this time and energy into some of the new UX platform’s out there only to use generic patterns like the original one mentioned in this post? How can you evolve this pattern further and where can the users gain in terms of data + contextual view beyond what they’ve typically been given.

It’s a new world people, try and break a few things as when you break something you in turn are rewarded with knowledge on where risk/failure can occur. Much more informative approach than “well everyone else is doing so i assume it works” policies :0

To be tested..

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