Recovering Gracefully

We all make mistakes. Every retail web site team should have come to that conclusion by now and spent a few resources on the message and information they show a customer when this happens. 404 pages have been notoriously machine friendly but confusing and scary to humans. I ran across two nice examples of companies that were thougtful about the information provided to someone browsing their web content. These are valiant attempts to recover gracefully and admit what is true. We all make mistakes.

Using an on brand and eco approach, Gaiam addresses the 404 page with light hearted humor. They then immeditaely present the customer with 2 contact options to resolve the issue. This reinforces the trust with the company. It also turns what could have be negative into a positive interaction and chance to surprise and delight the customer when it could have taken a turn for the worse.

Columbia uses their brand in the 404 error page as well. It shows that a bit of thought and some empathy for the customer were part of the process at the company.

The 404 page is a great example of an opportunity to do something small and make a large impact. When you think about the customer experience across many parts of your company, many of these types of opportunities present themselves. That is why it needs to be part of the company culture to seek out those opportunities and excel at customer delight. Understand all parts of the flow and tune each step along the way.

Innie Once More

The term “Innie” has been used amongst my colleagues to refer to an Information Architect that works inside a large organization. At the Information Architecture Summit in Phoenix this April, Dan Willis and Mags Hanley paid tribute to this concept (Innies vs Outies, a UX Death Match). I’m invoking the term here to refer to my new career adventure.



At the beginning of October, I joined the User Experience group at Oracle. A few weeks in and already I can see opportunities to contribute to this team to drive high quality interaction for all the constituents that need to interact with Oracle online. This is a pretty big task. However, I’ve been in this situation before and it’s exactly the kind of challenge that I find incredibly rewarding. I like big, gnarly, complex communication requirements. I like the set of challenges that come with “making the complex clear”. I’ve really been enjoying digging in.

As something begins it implies something has ended. In taking my new gig I had to leave my EightShapes colleagues. I’ve worked with them for many years. I met Nathan at an IA Summit based on conversations there we asked him to build a documentation system for the company I was working for at the time, Sun Microsystems. That was just the beginning of many projects.

As an employee and contractor with EightShapes, I was a trusted partner in the work I completed for clients. I learned a great deal working for and with Dan, Nathan, Dimple, Jason, John, Chris, Izac, PJ, James, José, David, Debbie, France, Anna, Geoff and our lovely and collaborative clients. I think they should know I appreciate it. :-)

It’s been three years on the ‘Outside’. The skills I sharpened and the great projects I got to work on while consulting definitely gave me insight that I’ve been calling on in my current role. So, here’s to making the complex clear inside the organization.

My Voice and the IA Summit

I’ve been thinking about the experience I had chairing the Information Architecture Summit. The event has been key to me throughout my career. I got involved in Septemeber of 2008 because I was called to help Samantha Bailey with the 2009 conference. She needed to know that her in process work chairing the event was going to be left in reliable hands. I took that responsibility on and due to that, had the honor of being the volunteer in charge of curating the event in 2010. In retrospect, I wanted to share some of my thoughts.

CHOICES TO BE MADE

As the chair, I was empowered to make decisions. These are the some of the things I decided:

1) Most of the conference speakers are amongst us. They are our colleagues and they are sharing to help all of us grow.

There has been much talk about how the conference needs to be one track. Well, I remember the days when it was one track and the thing is it’s not TED. This is a practitioner conference.

That does not mean we shouldn’t try it. But consider this…Isn’t thinking about how many tracks first sort of backwards? Content first. Forms follows content. (Maybe this is what the content strategists are trying to tell us….)

An example from the planning this year –  the conference was originally 3 tracks. We got so many great submissions, I made a game time call to add a track. We had the content. Why restrict it based on a notion of the format?

2) Keynotes & Plenaries

I outlined goals for the keynote and the closing speakers. I had an archetype in my mind of how I wanted the keynotes to impact the event. I then searched for people who met my criteria. I sought out lots of advice as well and got assistance from past IA Summit conference chairs and advisors.

Dan Roam

On day 1, Dan Roam painted the picture.

For the first day keynote, I wanted the kind of person that would lift the attendees up and provide a combination of forward thinking and orthogonally related value.

One person I was really excited about getting to speak was robotics professor Cynthia Breazeal but she was not available.

Many lists were shared with the advisors – and then Dan Roam‘s name came up……that clicked. I knew he would be very engaging and he would relate to the audience in a way that would fit within the framework of the event and provide value to the attendees.

Listen to Dan’s talk.

Richard Saul Wurman

Richard Saul Wurman – Where the heck did he come from?

RSW came to us through the people in the community. Dan Klyn submitted a proposal to have a session with RSW. When I saw it I contacted Dan right away to find out more about this. Through several conversations a plan was hatched and RSW was coming to speak on the second day of the three day event. Symbollically this was important to me because one of the things he always talks about is “the spaces in between”. The opinions of his appearance at the event were varied. He caused much discussion and people were either very happy or very upset about the things he said and the manner in which he delivered those messages. BUT-he is ‘the guy’ who wrote the INFORMATION ARCHITECTURE book. So there’s that. You know, history? As the event chair, I didn’t think that kind of serendipity should be ignored. So we made it happen.

Listen to RSW’s talk.

Whitney Hess

How and why I chose Whitney Hess as the closing speaker.

I saw Whitney speak at the IA Summit in Memphis. I was never more inspired by someone at an Information Architecture related event than her. She made me want to do better work. She inspired me to think more deeply about it each day. That was the person I wanted speaking to everyone just before they left the conference that I led. The goal was inspiration. Sure it’s esoteric, but I think energy is essential to push us through challenges. Isn’t that part of what these conferences should provide? She brought that to the event in a way that nobody else could have.

Listen to Whitney’s talk.

3) The Theme

Once the keynote speakers were in place and the proposals were chosen, we had a schedule. I felt the keynotes presented a trifecta of varied and appropriate personalities to frame the event. This trifecta was part of a whole story about my thinking around the theme.

It was a two part theme:

I believe what I said to open the event sums up why I chose the theme.

“Why “This one Goes to 11?” It’s a cultural reference and it aides us in building connections. Connections to each other strengthen our community. These connections are strengthened even further when we come together and meet in person to share, listen, collaborate and hopefully disagree.  When we come together we inevitably have those hallway conversations. Every year that I have attended the IA Summit, I’ve heard people say that exact phrase, ‘the best conversations happen in the hall.’ But those hallway conversations have context when we gather, they are fueled by the input we experience and a continuation of the discussion.”

  • Dan Roam helped us think about communicating visually.
  • RSW spoke to us about getting out of the notion of thinking about the ‘modality’ so much.
  • Whitney reminded us that anyone can at anytime be a hero for the user and that great ideas are just that – ideas. We need to work with the people that build the ideas to make them real.

THE PERSONAL TOLL

I was a volunteer. Since I helped Samantha with the 2009 IA Summit, I was at it for 20 months. It took many hours every week to make sure things were pushing ahead. Events like this tend to have lots of opinions without manpower behind them. When people offered advice, I did what I could to balance the value of the idea and the lack of resources. In the end, I’m pretty happy with all that we got done.

I started getting help from Abby Covert around October 2009. Her contribution was essential. We would not have gotten across the finish line without her. We reached out to people through Twitter and got more help. Lots of people contributed to the event and it would not have been the same without those contributions. I am grateful for every single person who helped.

NEXT YEAR

The thing that excites me the most about what happened this year is the fact that Livia Labate, the 2011 chair, is getting help. People are reaching out and sharing great ideas. I think that’s a remarkable outcome. Who could ask for more.

MY VOICE

Somehow in the process of all of this, I have felt oddly silenced by the experience. It might be due to the fact that I was focused on performing the role of conference chair as a way of exercising leadership and I have not yet identified a new goal. It might be related to something else. For two years, I didn’t feel it was appropriate for me to give a talk at the event because I was the chair and it would be inappropriate for the chair to take that opportunity from someone else. So even though I was able to orchestrate it, I was really only viewed as the person giving the announcements. It put me in a position that took me by surprise and I had an interesting revelation. Organizers are not seen as thought leaders but rather administrators. And in general administrators don’t have a voice because they are busy doing things behind the scenes.

I think that’s where my voice went. I started to respond to others because they had an assumption about me. As I’m slowly recovering from this, I’ve begun to get my voice back. One of the first things I felt should be shared out loud were the reasons behind my choices which were intentional not accidental or administrative.

SOME ADVICE

I learned so much working on the event. Here are some of the most valuable lessons that came out of it for me:

  • When you take on something bigger than you, understand it will consume you
  • Let it guide you as much as you intend to guide it
  • Leave room for serendipity
  • Have a plan, but be willing to adjust
  • Great ideas are plentiful, dependable volunteers are rare – discern the difference quickly
  • Grow a thick skin

I want to thank the American Society for Information Science and Technology (ASIS&T) for presenting the IA Summit throughout the years. They are the sponsoring organization and the people there do all they can to support us. I enjoyed my time working with them as a volunteer.

And on to IA Summit 2011 in Denver.

View my photos from the IA Summit on Flickr.

Sharing the Wireframe Wealth

A new blog to share UX deliverables launched recently. I became aware of it through a Twitter re-tweet.

I think this is a really useful idea. I’m a big supporter of sharing, I think it is the only way to help us evolve and advance our practice. The value IA/UX designers bring is not about the wireframes they produce but the thinking that goes into them. When we share these deliverables, the conversations that emerges is the conversation that will help us understand how to keep providing relevancy and value.

So head on over and share some wireframe love, or just peruse what has been shared so far.

If your business model requires me to do things I won’t….

You need to think about changing it.

I recently received an email from an online photo site. I have diagrammed the email to illustrate how unfriendly it is and why it does not incent me to remain a customer.

snapfishcustomerexp

  1. ‘don’t forget to preserve your Snapfish account’ -really? It probably is a good thing they reminded me because I would have forgotten. But why do I have to preserve my relationship with them? It is not to my benefit. :)
  2. ‘Just a friendly reminder…..’ telling me the reminder is friendly does not make it friendly. This is essentially a scare tactic.
  3. ‘So what are you waiting for….’ Hmmm, maybe I’m waiting for you to offer me something as a customer that I might want. If I haven’t ordered from you in such a long time that you need to send me warnings, maybe you are asking the wrong question.
  4. ‘risk losing…’ I’m not losing anything. ;)
  5. ‘Lastly, remember….’ Except this isn’t the last message, so the use of the word ‘lastly’ is just plain wrong.
  6. And finally after all that, “Thanks for being a customer….” Thanks? If you really wanted to thank me perhaps you would stop sending hostile email and use some form of persuasion to bring me back.

They do provide a benefit to customers, free unlimited online photo storage. However, this benefit is provided at many other places and it is buried deep within the email copy.

I think this is a really good illustration of how marketing materials get created at companies but they are not really created with a customer in mind. We have much to learn about online marketing. This is a good example of what not to do. We need those examples so we can strive to be better.

A UX Professional Practicing Independently

I recently had a career change occur. I am now working for myself as an independent contractor. It was an unplanned career change but not one that was unwelcome. I have spent many years acquiring knowledge at companies and consultancies. I have seen many situations, environments, and challenges. I have worked at several different and interesting places:

  • 2 years at a start-up that grew from me as employee #33 to over 500 employees in a matter of months.
  • 3 years at a high tech company that was fast paced, internal UX taught me the value of systems across many very complicated messages
  • I’ve spent many years consulting at big and small places. I’ve worked in many industries on many different experiences including:  software, web apps, web sites, interactive storytelling, mobile web sites and theatrical performance.

I actually started my Internet career as an independent contractor. Over a decade later, it’s time I’m back. I feel I can apply my hard earned professional lessons and diverse background to helping clients as an individual. There won’t be anything in between me and my work. I can do the right thing for the client. I love the work and I want to help people. As long as I can do that, I’ll feel that I’m doing a good job as a professional and for myself.

I was inspired earlier this year by Whitney Hess and Erin Malone who also took the plunge to be on their own. I’d been thinking about it and all of a sudden the decision was made. Some times things in the universe line up and the doors just open.

So thanks universe. I’m off to go help some clients. :)