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		<title>Lessons Learned</title>
		<link>http://jeffholmes.com/more/?p=26</link>
		<comments>http://jeffholmes.com/more/?p=26#comments</comments>
		<pubDate>Wed, 01 Jun 2011 13:02:03 +0000</pubDate>
		<dc:creator>jeff</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://jeffholmes.com/more/?p=26</guid>
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<p>Not long ago we built an enhancement for our web site.  This is the story of a lesson learned.</p>
<p>The site we build is used by financial advisors to help view client  accounts, perform maintenance on those accounts and link to information  that would help them service or sell more accounts. These accounts [...]]]></description>
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<p>Not long ago we built an enhancement for our web site.  This is the story of a lesson learned.</p>
<p>The site we build is used by financial advisors to help view client  accounts, perform maintenance on those accounts and link to information  that would help them service or sell more accounts. These accounts  consist primarily of mutual fund or brokerage accounts. The data comes  from a third party we have contracted with to provide that data.</p>
<p>The enhancement we were building would let them deal with a couple of  very specific issues with the account data. Simply put, we have  accounts in the system that may have a zero balance, these are what we  call <em>No Position</em> accounts. We also may receive from our data provider duplicate or erroneous accounts.</p>
<p>We wrote the requirements for a tool that would let the users assign accounts that were “No Position”  with a <em>No Position</em> flag. The advantage of this would be that they would not see “No  Position” and “Regular”accounts (accounts with a balance) mixed in  together when looking at aggregates of accounts. They could still view  them if the chose, for example if they were expecting their client to  fund (add Positions to) that account. Those erroneous or duplicate  accounts I mentioned earlier, would only be flagged as such (what we’re  calling “Suppressed” ) by the back office.</p>
<p>Belatedly, (read: better late than never) we asked the users how they  would prefer this tool to work, that they be in control of changing the  status of the accounts or that we change the status for them  automatically. (For example if an accounts balance falls to zero it  would automatically change its state.) Surprisingly, to me anyways, they  said we should make the status changes automatically.</p>
<p>The first lesson learned; <em>users don’t necessarily want to be in total control of their data</em>.  As a person with an IT background, I found this eye-opening. After  thinking about it, it makes perfect sense. They aren’t IT people,  they’re salespeople. They want to use the tool to help them in their  sales efforts. They don’t want to waste their time, time away from  selling or servicing their clients, to manage their data. They don’t get  paid for that activity, so why should they bother. <em>Know you’re users</em>.</p>
<p>We went ahead and set the system up to automatically make the changes  for them. However, we left in the ability for them to make changes  themselves. Seems like a good a idea letting them have the best of both  worlds, but if they change the state of an account, (for example they  know a zero balance/No Position account will soon have money deposited  to it so they change it to an Active state) the system will override  that change on the nightly refresh and change it back to what it was.</p>
<p>Remember earlier I said belatedly we asked the users. That also means  it is too late to make any major changes, like recoding the refresh so  it knows when a user has made or change, or taking away that ability  altogether. <em>We did the usability work too late in the software development process to have it shape the final tool</em>. We’re stuck, at least for now.</p>
<p>Second lesson learned; persuade, argue, cajole, convince, negotiate, whatever it takes, to <em>get usability testing into the software development lifecycle early</em>.</p>
<p>Third lesson; when you have gotten that feedback,<em> revisit the business requirements to make sure they still make sense based upon the feedback you received</em>.</p>
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		<title>So what do you think?</title>
		<link>http://jeffholmes.com/more/?p=23</link>
		<comments>http://jeffholmes.com/more/?p=23#comments</comments>
		<pubDate>Wed, 01 Jun 2011 12:29:33 +0000</pubDate>
		<dc:creator>jeff</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://jeffholmes.com/more/?p=23</guid>
		<description><![CDATA[
<p>Good design it seems can come from one of two places, brilliance or  planning. Every generation has its talented designers, but they are few  and generally too busy to help the rest of figure out our own problems.  Good design doesn’t have to come from a genius. It can come from your [...]]]></description>
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<p>Good design it seems can come from one of two places, brilliance or  planning. Every generation has its talented designers, but they are few  and generally too busy to help the rest of figure out our own problems.  Good design doesn’t have to come from a genius. It can come from your  users too.</p>
<p>I’ve been evangelizing about this at my company since before I even  new what usability was. I saw people struggling with parts of the  software we were developing and I felt for them. I joined the  organization as a trainer and had seen people struggle with using  off-the-shelf software. It seemed there was little I could do about  improving it, but darn it, on tools we were developing, there must be an  opportunity to influence how it was being built.</p>
<p>I’m sure my colleagues found me annoying (they almost said as much)  with constantly asking questions along the lines of  “Why do it we do it  this way?” “People aren’t getting this” , but over time I’ve begun to  have some influence over them on how our applications are built. I  didn’t have much luck though until I began to talk more formally with  our users. It’s not like I had some sort of questionnaire, I just really  began asking them serious questions about what they liked and didn’t  like about using the tools we were building for them. Reporting back  their responses, I found, added credibility to what I was saying and  some validation for my critiques. Slowly, people (management and  developers) began to listen.</p>
<p>I’ve learned that users hold one of the keys to building usable  applications. For the most part, they are eager to contribute to the  development process; if only you ask. Informally, I’d say about 90% of  the people I ask to help evaluate new tools we are developing, say  “Yes”. Sometimes it’s very formal with questionnaires and structured  testing, other times it’s looser with just simple questions like “What  do you think of this?” or “Is this something you’d use?”</p>
<p>The key action step is to ask. If you don’t ask for feedback from the  outside, the only feedback you’ll get is from the inside. Certainly you  need that internal feedback, but insiders aren’t the only ones using  the tool. Sometimes they never use it. Your users, meaning the people  who actually use the application, are the ones you need to be talking  to.</p>
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		<title>How we spend our day not thinking</title>
		<link>http://jeffholmes.com/more/?p=19</link>
		<comments>http://jeffholmes.com/more/?p=19#comments</comments>
		<pubDate>Wed, 01 Jun 2011 12:25:27 +0000</pubDate>
		<dc:creator>jeff</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://jeffholmes.com/more/?p=19</guid>
		<description><![CDATA[
<p>Interesting chart showing how people; unemployed, employed, men, women, age groups, etc. spent their days in 2008.</p>
<p>Much is common sense sort of stuff. For example unemployed people do  more household chores than employed people. I can relate to that, I do a  heck of alot more around the house since I’ve been out [...]]]></description>
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<p>Interesting <a href="http://www.nytimes.com//interactive/2009/07/31/business/20080801-metrics-graphic.html" target="_blank">chart </a>showing how people; unemployed, employed, men, women, age groups, etc. spent their days in 2008.</p>
<p>Much is common sense sort of stuff. For example unemployed people do  more household chores than employed people. I can relate to that, I do a  heck of alot more around the house since I’ve been out of work.</p>
<p>What I find most striking is how little time we spend thinking and  relaxing. With all the problems going on in the world, I wish we’d take  more time thinking about solving those problems instead of working and  watching TV.</p>
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		<title>Broken</title>
		<link>http://jeffholmes.com/more/?p=16</link>
		<comments>http://jeffholmes.com/more/?p=16#comments</comments>
		<pubDate>Wed, 01 Jun 2011 12:23:31 +0000</pubDate>
		<dc:creator>jeff</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://jeffholmes.com/more/?p=16</guid>
		<description><![CDATA[
<p>Older, but not dated, talk by Seth Grodin about broken things and the reasons why. Usability issues are all around us.</p>
<p>http://sethgodin.typepad.com/seths_blog/2009/04/this-is-broken.html</p>

]]></description>
			<content:encoded><![CDATA[<div>
<p>Older, but not dated, talk by Seth Grodin about broken things and the reasons why. Usability issues are all around us.</p>
<p>http://sethgodin.typepad.com/seths_blog/2009/04/this-is-broken.html</p>
</div>
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		<title>Do you want frosting or cake?</title>
		<link>http://jeffholmes.com/more/?p=10</link>
		<comments>http://jeffholmes.com/more/?p=10#comments</comments>
		<pubDate>Wed, 01 Jun 2011 12:18:30 +0000</pubDate>
		<dc:creator>jeff</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://jeffholmes.com/more/?p=10</guid>
		<description><![CDATA[
<p>People aren’t going to eat your cake because they like the way the  frosting looks, they’ll eat it (and tell their friends about it) because  it tastes amazing!</p>
<p>Drop the pretense that good looks equal good usability. Just hire  somebody to make pretty graphics/pay them well/thank them/let them go.  Repeat the process [...]]]></description>
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<p>People aren’t going to eat your cake because they like the way the  frosting looks, they’ll eat it (and tell their friends about it) because  it tastes amazing!</p>
<p>Drop the pretense that good looks equal good usability. Just hire  somebody to make pretty graphics/pay them well/thank them/let them go.  Repeat the process when you’re ready for a new look.</p>
<p>How hard is that?</p>
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		<title>Young vs. Old</title>
		<link>http://jeffholmes.com/more/?p=8</link>
		<comments>http://jeffholmes.com/more/?p=8#comments</comments>
		<pubDate>Wed, 01 Jun 2011 12:17:48 +0000</pubDate>
		<dc:creator>jeff</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://jeffholmes.com/more/?p=8</guid>
		<description><![CDATA[
<p>I often hear how “young people” (around 18-35) are very comfortable  and savvy using technology. In my experience I haven’t seen much  difference between the learning needs of young adults and older adults.   Yes, younger people are more comfortable with technology as general  rule, but that doesn’t make them more skilled [...]]]></description>
			<content:encoded><![CDATA[<div>
<p>I often hear how “young people” (around 18-35) are very comfortable  and savvy using technology. In my experience I haven’t seen much  difference between the learning needs of young adults and older adults.   Yes, younger people are more comfortable with technology as general  rule, but that doesn’t make them more skilled at using it and they have  the same struggles as anyone else.  There are a couple of key  differences I’ve found between a younger and older audience:</p>
<p><strong>Experience:</strong> Many older workers have seen the impact  of technology in their work lives evolve from no-impact to major impact.  They remember the “dark days” of paper, typewriters, punch cards,  terminal screens, arcane commands, hand-coding and other time-consuming  and uninteresting tasks that were once required to create documents,  enter data, perform calculations, create applications or issue commands.  Younger workers weren’t around during that period and their  expectations for easy to use/learn, intuitive applications is much  higher and their lack of experience can mean additional training time  explaining concepts like database relationships, web server/browser  behaviors or security issues.</p>
<p><strong>Attitude: </strong>Older workers (really, older people in  general) tend to be more patient and appreciative of the efficiency  opportunities provided by new technologies and are often more willing to  expend the effort to learn the new tool. Younger workers tend to be  less patient with learning complicated new technologies; however because  of this they can be strong advocates for pushing an organization to  adopt easier to use and more sophisticated tools and solid allies when  you are pushing for real change. If you market the benefits of the tool  correctly to older works, they can be just as passionate a champion.</p>
<p>There’s no question it would be awesome to have ERP or HRMS  applications use Ipad, Android or Xbox type interfaces or be able to  talk to them like HAL or the computers in <em>Minority Report</em>, but  those kinds of advancements are still some distance in the future. In  the meantime, these sorts of tools are going to be complex and require  both usability improvements and training resources to maximize their  potential in the hands of all end users, whether old or young.</p>
<p>Adult learning needs are essentially the same, no matter the age.  There are different challenges for younger vs. older, but by following  the fundamentals of show, tell and do you can bring both groups up to  speed on the applications you want to implement.</p>
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