Posts Tagged ‘learning’

Make IT easy – don’t take IT easy

Saturday, October 15th, 2011

After all these years of my experience in engineering software products and applications, I realized that there is one phrase that I tend to hate the most. No, its not “Give me a ballpark estimate” or “I need this delivered by e.o.d. today”, though these come close enough to be 1st and 2nd  runners-up :) . The one I am referring to is “Let users figure it out”. It is a nemesis to developing successful products, often resulting in a shoddy product.  The “Figure-it-out” syndrome as what I call it,  could be an evil for product development which can be as bad as, if not worse than Featuritis. The plausible cure for this syndrome is when the product is made easy to use for those people who are using it for the first time. In this post, I touch upon the ease of learning and use and give some tips about making your products a breeze for your users.

Easy to learn and use

Let us be honest, how many of us got trained on using the ATM card to withdraw money from a cash machine? At the least, how many went through the user manual, supplied? Popularly known as Any Time Money, the Automatic Teller Machine was conceptualized and designed so that users from different segments can get to use it with little or no effort. This is a classic case of designing a product which is not just easy to use, but also easy to learn for new users as well. Easy to learn and use a product is a critical yardstick to measure its success and is often ignored to a large extent for various reasons. Lacking this, a product might become a nightmare and the product or feature puts off not only novice users but also some experienced users, some times.

New user scared of technology product :)

But then it has the ‘user manual’

Training, setup guides, user manuals, glossary, help docs and other such documents are meant to support the new users in coming to grips with the product. Like a site map which provides a clear guide on how a web site is structured, most of the above artifacts are meant to make it really easy for the users. But then, there is a view prevalent among the Design community that site map comes handy only when a web site is not usable by itself. In other words, only when users are confused, puzzled and left with no option, that they would look at a site map. So is the case with the supporting documents and help guides that I mentioned above. No matter how effective and efficient your technical writing team is, your documentation goes often into the dust bin. The golden rule is ‘Customers and users don’t read user manuals!‘. Bear in mind that these are good supporting aids but they can never replace a well-designed product.

The ‘Figure it out’ syndrome

Whether its the apathy towards customers and users, or the need for speed in delivering the product to market, the figure-it-out tendency gains ground with the product development team. You don’t suddenly wake up one fine morning with the syndrome. It gets built up over time and plagues your product and users to no end. Here are the factors that can potentially contribute to it…lack of empathy and concern for users, a frog-in-a-well approach. Also, an unwritten but strictly-followed preference attached to functionality and technology over user experience tilts the scales against making the product intuitive.

Don’t undermine the impact of this syndrome, it could be long term, deep cut and manifold. It affects not just the product creators – the stakeholders and the development team but also the product consumers. For the creators, due to the relatively short-sighted  aspects of their planning and execution, there will be heavy overheads of customer-reported defects leading almost to a total rejection of the product by the users.  Some of the products tend to be so overly complicated for new users that they instantly give up and return them or pass on to others. There are umpteen examples of products which flopped not for their technological maneuvers, nor for their functional richness but merely because they are rather too complicated for users to start using it.

Steps for ease of learning and use

The first step in making your products easy to learn and use, is to know your users. There is an oft quoted saying in the User Experience industry that tells it all - “Know thy user and you are not your user”.  The next step is to design and develop the product in such a way that it is intuitive and clear for users. Cluttered and dense interfaces, confusing controls, unclear messages, lack of help when needed- all of these make it hard for your new users.  As Steve Krug puts it in his book, ‘Don’t make me think’, the moment you let your users start thinking about how to use any feature or functionality, you start to lose the user ‘s interest.  Also, there should be a flow that lets users feel immersed when doing a task. This would make them not only feel that they accomplished the task but also delighted. I would equate this to the concept of flow as explained by Mihaly Csikszentmihalyi in his classic book on psychology – “Flow: the psychology of optimal experience”.

yes, don't make them think   Let there be a flow with the tasks in your product

Who are you creating the product for

To be able to design your product better for ease of learning and use, you need to clearly identify who you are creating the product for. Going back to the ATM card example which we discussed above, the product was intended to be used by the larger number of users with little or no literacy, who would have never seen, leave alone using a computer before in their life. It was designed and developed knowing fully well that it needs to work with all the users with different backgrounds and literacy levels.

Atm machine in use   Monk using ATM machine

The beauty of the ATM product lies in that they cleverly disguised a computer into the machine. Without users’ knowledge, they are actually using a computer and its all made so much of a breeze to use it. No wonder, the concept and product caught up and it has changed the very definition of  ’banking’ on a global scale.  Another case in point is Intuit’s QuickBooks. While every other accounting product in the market was geared towards the accountants and qualified book keeping professionals, Intuit understood that there is a huge demand for a simplified accounting product for the non-accountants and novices. They launched QuickBooks with the sole focus on this segment of users and today it is the most successful product in that segment, popular for its ease of use among new and expert users, as well.    

QuickBooks - Accounting made simple for non-accountants

Expertise and experience make a big difference

I would suggest that you classify your existing and/or potential users, based on the following:

  • Demographics
  • Education and computer literacy
  • Professional
  • Psycho-graphic (attitudes, likes and behaviors)
  • Tasks and scenarios

More importantly, to make your product easy to use, you must first profile your users based on the product usage experience. The following is a typical way of classifying the user groups, but you can adapt this and modify it to suit your needs.

  • Novice /beginners
  • Intermediate
  • Advance
  • Expert/experience

Specify your target

Now that you had a considerable start in the path of creating a great product, you now need to ensure that you have the right pick. The list below will help you in approaching the product definition in a structured way.
  • Identify the composition and distribution of your existing and proposed user base
  • Have a clear markup of the proportion of new users vis-a-vis advanced or expert users
  • Specify which of the above user types you will target with the product
  • This is applicable equally to the features and functionality and not only to the entire product

Here is how you can make IT easy

Beside the above suggestions from my experience, I offer a few other tips below to do a quick check on how effective your product or feature in the scale of ease of learning and use. You might use these as guidelines during the design and development of the product or as checkpoints to validate the features and functionality in your product. I am classifying them into the typical buckets of user experience, so that its easy to assess them individually.

Functionality

  • What can I do with this product?
  • What do I need to do, so that I can achieve my goals?

Navigation

  • Where am I now?
  • Where can I go from here?

Interaction

  • What should I do to make this work?
  • How responsive is it to my inputs?

Presentation

  • Does this look pleasing to my eyes?
  • Am I distorting anything to make it appear what it is not?

Help

  • Can I get help when I need?
  • Is help provided when I require it?

As always, hope you find this post informative and useful. Please do give me your feedback. Until next post, ciao!

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Touch, type and write – All in one!

Saturday, February 26th, 2011

You might vaguely remember the 3R paradigm used back in our student days.  Yes, you are right, the 3R approach emphasizes the three important modes of learning -Reading, wRiting and aRithmetic.  All through our schooling and college education, we had been taught how to read, write and calculate. Pretty much everything in this world can be understood and learned through a combination of these different modes. Okay, but why on earth, am I referring to the 3R model here? Well, most of the things that we were taught all along in our schools and college days changed with the advent of computers and then the Internet. Now, with the onslaught of smart phones, devices and tablets like iPhone, Blackberry, iPad and Android-based tablets, the user interaction and experience landscape has been undergoing a sea change!

In this post, I wish to walk you through the transition of  the technologies as we learnt, and used in the context of how we interacted with and experienced them. Let us also examine what is ahead of us today, as technologies evolve and become more human-centered. Also, towards the end, as a bonus, you can get a sneak peek into my newest tech acquisition, HP TouchSmart Convertible PC!

First, there was the Word

Yes at first, we all learnt how to read and write words. We started our learning using slates (literally and no sly reference to the latest gadgets a.k.a tablets ) :-) and slate pencils and chalks. We drew pictures with these and also with crayons, paint brushes and colors. Using these devices, we slowly graduated to writing letters and then words. As we grew up, and our ability improved, we moved on to  papers and pens. We started writing sentences, stories, essays, mathematical equations, chemical compound notations and so on.

These are perhaps the first set of learning media which we started interacting with on a serious note, and they did offer a high sense of involvement. Slates, Pencils, Pens and papers gave us that first hand experience of ‘direct manipulation’ where we directly interact with the surface, without the support of other devices, quite unlike keyboard or mouse that followed much later.

Type, don’t write!

We slowly got adjusted to these devices, interacting with them and got ourselves immersed using them. By the time, we started enjoying their usage, came the Type Writer, a machine using which we can type in to create letters without having to write with pen. Strange why they still called it as Type Writer when you were not writing anything, but actually typing. This was perhaps the first commercially used machine  on a large scale with a QWERTY keyboard.

I could remember the commercial institutes round the corner of many streets, where they used to train people on how to use the type writers. In fact, there used to be two examination papers based on the skill or rather speed of your typing – ‘Lower’ and ‘Higher’. People actually planned type writing as one of their professional interests. I remember a few relatives of mine who, in their summer vacation, went to commercial institutes to learn short-hand writing and type-writing. Type machines and type-writing became so ingrained in our daily usage that there used to be lot of opportunities for the job post of ‘Typists’, both in the government and private companies.

If you analyze the  interaction behavior of the user with these type-writing machines, they pretty much lost the original concept of direct manipulation which was more prevalent with Slate and pencil, paper and pen.  With the fingers operating the Keyboard and letters being imprinted on the papers, there is very less or should I say zero direct manipulation. Obviously, this would have led to some user dissonance in terms of connecting with the device, even though the efficiency factors of typing over writing weighed in more. Don’t forget that, still to a large extent, the writing habits of people stayed put, as type writers were considered more suitable for offices and not so much for homes.

Computer – Type Writer’s newer avatar

The Type writer machines were fading gradually and in their place, computers were introduced. This transition had been attempted under the guise that both have similar keyboard, that of QWERTY. The introduction of computers have been well planned, intentionally or otherwise, by preparing the people in a nicer way. Computers were made  less intimidating and scary, by comparing them  to type writing machines – while those had a slot for paper, computers don’t. Also, in the initial days, it was widely circulated that people who knew type-writing could only work on computers. So, computers were initially seen by some people, more as electronic type-writers than computing machines.

Computers began occupying key places in offices. They were given special  treatment and I remember offices used to have special cabins where computer were placed. People entering these air-conditioned cabins were asked to leave their footwear outside, lest the computers should catch some virus. The popularity of computers started to raise and soon the training institutes which used to teach typing skills changed their boards and began teaching how to use the computer keyboard and type effectively.

Computers were slowly introduced in colleges and schools as part of the curricula. We used to have laboratory session twice a week. In the lab, there used to be about 20 computers and these were shared amongst all the students. Computer users were still interacting in a pretty indirect way using the keyboard. Of course, mouse which became a popular input device in a short time was a better alternative to most of users. Mouse soon became a favorite amongst most users as users do not have to know typing nor do they need to spend months mastering how to use it. Using a mouse was better for users, as they just need to point and click. Interaction with the computer became a bit more direct, than that with the keyboard. Mouse soon turned out to be man’s best friend :)

Tap, pinch and slide – The slate is back

Slowly but surely, the game changer  in the interaction and user experience arrived on the scene.  Some ATM (Automated Teller Machines) had been introduced which have touch capability. Users could touch the screen to choose their options and computers were never the same again.  The market was abuzz with a few tablet pcs or convertibles which have both keyboard and touch options. However, due to various reasons, these just could not get the critical mass and failed to impress people. Then Apple brought out its first Touch based mobile phone, the iPhone and subsequently iPod Touch, music player with touch screen. Then came tablets such as iPad and Samsung Galaxy into the market, which offered larger displays than the phones and perhaps better features such as ebook readers etc.

With iPhone, the game really changed and users had an option of not keying in into their phone through the good-old QWERTY keypad. Tablets brought out a new way of interacting which is more direct than any other devices listed above. New modes of interacting with the device had emerged, thanks to the Touch paradigm. Users had to learn afresh some new interaction styles such as slide to unlock their phone,tap to select an item or file, double tap to open the item or file,pinch to zoom etc. Is there a learning curve to shift from the type paradigm to the touch paradigm?, no, not much because touch is the most direct manipulation possible and is quite natural to most of the people. So, no marks to guess which interaction mode won the accolades in the user community, quickly. Touch overtook Typing and writing, by eliminating the intermittent devices such as pencil, pen, keyboard and mouse.

Tablet PC – The best of all worlds

From the above, you might conclude that I am biased towards Touch and so have given it more marks than write and type. Not exactly true, because no matter how direct the manipulation can be and how rich the interaction can be, Touch has its own disadvantages. For instance, the sensitivity to touch might differ from device to device. Apple iPhone’s touch sensitivity is different from Blackberry Storm’s sensitivity which is different from Android-based HTC phones’ touch. Add to that, users don’t find keying in messages using the Touch keypad, as good as the QWERTY physical keypad. Some users might be plain lazy to unlearn their writing and typing habits to negotiate with the touch mode of interaction. I, for one, would prefer a keyboard to type in messages and text than a stylus based touch interaction.

Your and my prayers were rightly heard and answered. The Tablet PC was introduced. You no longer have to restrict to one type of input or interaction mechanism only. You have got the options of using the keyboard like a normal desktop or laptop computer. You can turn the monitor sideways and down to make it a tablet a.k.a slate. You might want to use your fingers tapping, sliding and pinching away on the tablet. When you want to do some finer selection, you can use the digitizer pen a.k.a stylus to write right on the tablet. I never thought that I would need a pen to write again, except for doing signatures. I was proved wrong with the proverbial history repeats itself.

With the tablet PC convertible laptop, the slate ( I was referring to the good old slates we used to write  on,  in our school days) is back into action. Along with that, the pen also made its presence felt in the form of digitizer, using which you can draw, paint, and write. It also doubles up as a mouse, because you can select, left click and right click. And to top it all, you have the normal keyboard using which you can type your way into the laptop.  Tablet PC is here to stay, with all the interaction styles and experiences packed into one. The option is yours to type, touch or write!!!

Here is the bonus. These are the snap shots of my new HP TouchSmart Tm2 Tablet PC. I shall write more about it in the later posts. Have fun!

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