Enhancing the Mind-Meld

Written by: Mark Richman

Which version of the ‘suspended account’ dashboard page do you prefer?

Version A

Version A highlights the address with black text on a soft yellow background.

 

 

 

Version B

Version B does not highlight the service address.

 

 

Perhaps you don’t really care. Each one gets the job done in a clear and obvious way.

However, as the UX architect of the ‘overview’ page for a huge telecom leader, it was my job to tell the team which treatment we’d be using.

I was a freelancer with only four months tenure on this job, and in a company as large, diverse, and complex as this one, four months isn’t a very long time. There are a ton of things to learn—how their teams work, the latest visual standards, expected fidelity of wireframes, and most of all, selecting the ‘current’ interaction standards from a site with thousands of pages, many of which were culled from different companies following acquisitions or created at different points in time. Since I worked off-site, I had limited access to subject matter experts.

Time with the Telecom Giant’s UX leads is scarce, but Nick, my lead on this project , was a great guy with five years at the company, much of it on the Overview page and similar efforts. He and I had spent a lot of phone time going over this effort’s various challenges.

Version A, the yellow note treatment, had been created to highlight the suspended location if the “Home Phone” account covered more than one address. After much team discussion, we realized that this scenario could not occur, but since the new design placed what seemed like the proper emphasis on the ‘Account Suspended’ situation, I was confident that we’d be moving forward with version A.

So, why was I surprised when Nick said we’d “obviously” go with version B?

Whenever I start with a new company, I try to do a mind meld with co-workers to understand their approach, why they made certain decisions, and learn their priorities. Unless I’m certain there is a better way, I don’t want to go in with my UX guns blazing—I want to know whether they’d already considered other solutions, and if so, why they were rejected. This is especially true in a company like Telecom Giant, which takes user experience seriously.

I’d worked so closely with Nick on this project that I thought I knew his reasoning inside out. And when he came to a different conclusion, I wondered whether I’d ever be able to understand the company’s driving forces. If I wasn’t on the same page with someone who had the same job and a similar perspective, with whom I’d spent hours discussing the project, what chance did I have of seeing eye-to-eye with a business owner on the other side of the country or a developer halfway across the world?

Historical perspective

Version A (the yellow note treatment) was created by Ken, a visual designer who had an intimate knowledge of the telco’s design standards. This adhered to other instances where the yellow note was used to highlight an important situation.

Version B was the existing model, which had worked well in a section of the site that had been redesigned a year ago following significant user testing. Because of its success, this section–“Home Usage”–was earmarked as the model for future redesigns.

Once I had a bit of distance from the situation, I realized what the problem was. Although I had worked very closely with Nick, I didn’t have the same understanding of the company’s priorities.

My priorities were:

  • Consistency across the site
  • Accessibility
  • Using the most up to date and compelling interaction and design patterns
  • Modeling redesign efforts on “Home Usage” where possible

Because Nick had a background in visual design, I thought that he would want to use Ken’s design pattern, which seemed both more visually distinct and a better match for the situation. But Nick preferred the Home Usage pattern and may have had good reasons to think so.

First, Home Usage had been thoroughly tested, and since this was an ecommerce site with many hard-to-disentangle components, testing could have provided insight into its success factors, especially if individual components had been tested separately.

Second, by following the existing pattern, we wouldn’t wind up with two different treatments for the same situation. Even though the yellow note treatment might be more prominent, was it significant enough to shoulder the cost of changing the pattern in the existing Home Usage flow?

Now that I knew at least one piece of the puzzle, I wondered how I might have achieved a more complete ‘mind meld’ with Nick, so that we were more closely in sync.

Know your priorities—and check them out

Just being aware of the priorities I was following would have offered me the chance to discuss them directly with Nick. With so much information to take in, I hadn’t thought to clarify my priorities and compare them with my co-workers, but this would have made it easier to sync up.

Other barriers to knowledge transfer

Gabriel Szulanski1 identified three major barriers to internal knowledge transfer within a business. Although these are aimed at firm-wide knowledge, they seem relevant here for individuals as well:

Recipient’s lack of absorptive capacity

Absorptive capacity is defined as a firm’s “ability to recognize the value of new information, assimilate it, and apply it to commercial ends.”2 To encourage this, companies are urged to embrace the value of R&D and continually evaluate new information.

Szulanski notes that such capacity is “largely a function of (the recipient’s) preexisting stock of knowledge.”3 If existing knowledge might help or hinder gathering new information, how might we apply this to an individual?

  • As information load increases, it lessens your ability to understand it and properly place it within a mental framework.
  • While the new company may have hired you for your experience and knowledge, you might need to reevaluate some of that knowledge. For instance, it may be difficult to shed and reframe your priorities to be in sync with the new firm.

Causal ambiguity

Causal ambiguity refers to an inability to precisely articulate the reasons behind a process or capability. According to Szulanski, this exists “when the precise reasons for success or failure in replicating a capability in a new setting cannot be determined.”

How did causal ambiguity affect this transfer? While the site’s Home Usage section was promoted because of its successful testing and rollout, the reasons behind its success were never clear. Success of an ecommerce site depends on many factors, among them navigation, length and content of copy and labels, information density, and the site’s interaction design. Since Home Usage’s advantages had never been broken down into its components, and I hadn’t been there when usability tests were conducted, I could only see it as a black box.

To truly assimilate new knowledge, you need context. If none is provided, you need to know how to go out and get it. Ask about the reasons behind a model site. If possible, read any test reports. Keep asking until you understand and validate your conclusions.

An arduous relationship between the source and the recipient

Finally, knowledge transfer depends on the ease of communication and ‘intimacy’ between the source and recipient. Although my relationship with Nick was close, I worked off-site, which eliminated many informal opportunities for knowledge sharing. I couldn’t ask questions during a chance meeting or ‘ambush’ a manager by waiting for her to emerge from a meeting. Since I didn’t have access to Telecom Giant’s internal messaging system, I was limited to more formal methods such as email or phone calls.

A model for knowledge transfer

Thomas Jones offered this approach to knowledge transfer in a Quora post: “As they say in the Army: ‘an explanation, a demonstration, and a practical application.’ Storytelling, modeling, and task assignment … share your stories, model the behaviors you want to see and assign the tasks required to build competency.”4

Keeping “Home Usage” in mind, the story could be “how we came to follow this model,” the demonstration could be the research paper, and a practical application could be your work, evaluated by your lead.

In conclusion

Your ability to retain new information is essential to your success at a new company. However, your ability to understand the reasons behind the information and place these within a framework are even more important. Some techniques to help you do so are:

  • Be aware of your own design priorities and how they match with the firm’s. Treat the company’s priorities like any user research problem and check them out with your leads and co-workers.
  • To increase your absorptive capacity, evaluate your preconceptions and be prepared to change them.
  • Ask for the reasons behind a ‘model’ design. Read research reports if available.
  • Maximize your contact points. Follow-up emails can target ambiguous responses. If time with the UX leads is scarce, ask your co-workers about their view of priorities, patterns and the reasons behind them.

Further reading

1 Szulanski, G 1996, ‘Exploring Internal Stickiness: Impediments to the Transfer of Best Practice within the Firm’, Strategic Management Journal, vol. 17, pp. 27-43.

2 Absorptive capacity. Wikipedia entry.

3 Dierickx, Ingemar and Karel Cool. 1989. “Asset stock accumulation and sustainability of competitive advantage.” Management Science. 35 (December): 1504-1511.

4 “What patterns of behavior have proven to be most helpful in knowledge transfer?” Quora post.

The Shallow Dive

Written by: Mark Richman

At a recent job, my department faced large budget cuts. When the dust had cleared, I found I had become a UX group of one. This didn’t come with a corresponding slowdown in work – in fact, following a major rewrite of our call center application, our department was already struggling to keep pace with a backload of business initiatives. Cuts slashed our BAs, our development group, and our QAs, yet everyone remaining was being asked to speed up.

I needed to find a way to work faster and smarter and decided to address inefficiencies in my design process. As I did so, a couple of key concerns stood out for me:

Get critical design decisions made as early as possible: To go from an exploratory design to a final solution, numerous decisions needed to be made by the client. To elicit those decisions, I needed to give the client wireframes or prototypes that provided a clear context. The earlier these decisions were made, the faster I could complete the detailed design.

Reduce the client’s dependence on high-fidelity wireframes: I had routinely been asked to make painstaking changes to an early set of high-fidelity wireframes, only to discard those pages as we moved towards a final solution. Frustrating? You bet. Instead, I wanted to drive the design in the manner that Bill Buxton described in Sketching User Experiences: The fidelity of a prototype or wireframe should reflect its stage of refinement. This meant introducing low-fidelity items into the process.

Diving In

The concerns above dovetailed nicely, and to address them I formalized an early design stage I call The Shallow Dive.

Instead of attempting to achieve a final design solution, The Shallow Dive is an early UX analysis phase that is solely concerned with identifying design issues. The aim of this phase is to identify key elements and decisions that will influence the detailed design of the project.

Rough draft wireframe
A first, rough draft of wireframes is refined with the development group and then discussed with the client.

To start, the BA and I do a first-wave analysis of all of the screens and workflows that might be affected by the project. Then I create a first, rough draft of wireframes. We then refine these with the development group.  After discussing the wireframes with the client, the resulting decisions are carried forward into the detailed design.

The types of things that we look for might include:

  • What is the optimal hierarchy on each page?
  • What information is required to be carried from step-to-step of a multi-step flow?
  • What options need to be presented immediately, and what can be hidden?
  • Can we remove some non-critical information from the initial display?

Goal #1

The sole goal of The Shallow Dive is to speed the transition into a detailed design phase.

A number of things could slow this transition down. Lack of clarity in requirements may confuse translation into screen designs. Requirements that look good on paper may suffer when visualized. Without proper insight into the context of use, direction and priorities may be unclear.

To this end, within The Shallow Dive we also:

  • Identify and resolve key decision points affecting the detailed design.
  • Resolve any ambiguities encountered when the requirements are translated into screen designs.
  • Identify and document any usability issues that may appear.
  • Identify any user research needs.

Outcomes

This approach has worked well. It gets the client’s project manager into the spirit of iterative design right away. Since the first set of wireframes is deliberately rough and clearly emphasizes one or more design issues, the PM ‘gets it’ and understands the process of chipping away towards an ultimate goal. The PM shows those rough wireframes to their management, who become acclimated to using them to address a few key points, rather than solve all aspects of the project. If suggestions are made about an item that I don’t think is important at the present time, I make a note to ‘fix it in the mix’ and address it in the final design phase.

The Shallow Dive has some key advantages. Critical decisions are made earlier in the project, reducing the need for multiple iterations of detailed wireframes. This eliminates wasted time and shortens the design effort. Targeting the entire project allows us to present a comprehensive list of questions to the client at once, allowing for more effective use of the valuable face time with management. As well, the client gets experience in evaluating rough designs, making it easier to share ideas.

But most of all, the client accepts that design takes place in stages and doesn’t demand a comprehensive solution from the get-go. And that, my friends, is a little slice of heaven.