Tags: liveblogging

60 Monday, December 16th, 2019

Liveblogging An Event Apart 2019

I was at An Event Apart in San Francisco last week. It was the last one of the year, and also my last conference of the year.

I managed to do a bit of liveblogging during the event. Combined with the liveblogging I did during the other two Events Apart that I attended this year—Seattle and Chicago—that makes a grand total of seventeen liveblogged presentations!

For my part, I gave my talk on Going Offline. Time to retire that talk now.

Here’s what I wrote when I first gave the talk back in March at An Event Apart Seattle:

I was quite nervous about this talk. It’s very different from my usual fare. Usually I have some big sweeping arc of history, and lots of pretentious ideas joined together into some kind of narrative arc. But this talk needed to be more straightforward and practical. I wasn’t sure how well I would manage that brief.

I’m happy with how it turned out. I had quite a few people come up to me to say how much they appreciated how I was explaining the code. That was very nice to hear—I really wanted this talk to be approachable for everyone, even though it included plenty of JavaScript.

The dates for next year’s Events Apart have been announced, and I’ll be speaking at three of them:

The question is, do I attempt to deliver another practical code-based talk or do I go back to giving a high-level talk about ideas and principles? Or, if I really want to challenge myself, can I combine the two into one talk without making a Frankenstein’s monster?

Come and see me at An Event Apart in 2020 to find out.

Wednesday, December 11th, 2019

The Technical Side of Design Systems by Brad Frost

Day two of An Event Apart San Francisco is finishing with a talk from Brad on design systems (so hot right now!):

You can have a killer style guide website, a great-looking Sketch library, and robust documentation, but if your design system isn’t actually powering real software products, all that effort is for naught. At the heart of a successful design system is a collection of sturdy, robust front-end components that powers other applications’ user interfaces. In this talk, Brad will cover all that’s involved in establishing a technical architecture for your design system. He’ll discuss front-end workshop environments, CSS architecture, implementing design tokens, popular libraries like React and Vue.js, deploying design systems, managing updates, and more. You’ll come away knowing how to establish a rock-solid technical foundation for your design system.

I will attempt to liveblog the Frostmeister…

“Design system” is an unfortunate name …like “athlete’s foot.” You say it to someone and they think they know what you mean, but nothing could be further from the truth.

As Mina said:

A design system is a set of rules enforced by culture, process and tooling that govern how your organization creates products.

A design system the story of how an organisation gets things done.

When Brad talks to companies, he asks “Have you got a design system?” They invariably say they do …and then point to a Sketch library. When the focus goes on the design side of the process, the production side can suffer. There’s a gap between the comp and the live site. The heart and soul of a design system is a code library of reusable UI components.

Brad’s going to talk through the life cycle of a project.

Sell

He begins with selling in a design system. That can start with an interface inventory. This surfaces visual differences. But even if you have, say, buttons that look the same, the underlying code might not be consistent. Each one of those buttons represents time and effort. A design system gives you a number of technical benefits:

Reduce technical debt—less frontend spaghetti code.
Faster production—less time coding common UI components and more time building real features.
Higher-quality production—bake in and enforce best practices.
Reduce QA efforts—centralise some QA tasks.
Potentially adopt new technologies faster—a design system can help make additional frameworks more managable.
Useful reference—an essential resource hub for development best practices.
Future-friendly foundation—modify, extend, and improve over time.

Once you’ve explained the benefits, it’s time to kick off.

Kick off

Brad asks “What’s yer tech stack?” There are often a lot of tech stacks. And you know what? Users don’t care. What they see is one brand. That’s the promise of a design system: a unified interface.

How do you make a design system deal with all the different tech stacks? You don’t (at least, not yet). Start with a high priority project. Use that as a pilot project for the design system. Dan talks about these projects as being like television pilots that could blossom into a full season.

Plan

Where to build the design system? The tech stack under the surface is often an order of magnitude greater than the UI code—think of node modules, for example. That’s why Brad advocates locking off that area and focusing on what he calls a frontend workshop environment. Think of the components as interactive comps. There are many tools for this frontend workshop environment: Pattern Lab, Storybook, Fractal, Basalt.

How are you going to code this? Brad gets frontend teams in a room together and they fight. Have you noticed that developers have opinions about things? Brad asks questions. What are your design principles? Do you use a CSS methodology? What tools do you use? Spaces or tabs? Then Brad gets them to create one component using the answers to those questions.

Guidelines are great but you need to enforce them. There are lots of tools to automate coding style.

Then there’s CSS architecture. Apparently we write our styles in React now. Do you really want to tie your CSS to one environment like that?

You know what’s really nice? A good ol’ sturdy cacheable CSS file. It can come in like a fairy applying all the right styles regardless of tech stack.

Design and build

Brad likes to break things down using his atomic design vocabulary. He echoes what Mina said earlier:

Embrace the snowflakes.

The idea of a design system is not to build 100% of your UI entirely from components in the code library. The majority, sure. But it’s unrealistic to expect everything to come from the design system.

When Brad puts pages together, he pulls in components from the code library but he also pulls in one-off snowflake components where needed.

The design system informs our product design. Our product design informs the design system.

—Jina

Brad has seen graveyards of design systems. But if you make a virtuous circle between the live code and the design system, the design system has a much better chance of not just surviving, but thriving.

So you go through those pilot projects, each one feeding more and more into the design system. Lather, rinse, repeat. The first one will be time consuming, but each subsequent project gets quicker and quicker as you start to get the return on investment. Velocity increases over time.

It’s like tools for a home improvement project. The first thing you do is look at your current toolkit. If you don’t have the tool you need, you invest in buying that new tool. Now that tool is part of your toolkit. Next time you need that tool, you don’t have to go out and buy one. Your toolkit grows over time.

The design system code must be intuitive for developers using it. This gets into the whole world of API design. It’s really important to get this right—naming things consistently and having predictable behaviour.

Mina talked about loose vs. strict design systems. Open vs. locked down. Make your components composable so they can adapt to future requirements.

You can bake best practices into your design system. You can make accessibility a requirement in the code.

Launch

What does it mean to “launch” a design system?

A design system isn’t a project with an end, it’s the origin story of a living and evolving product that’ll serve other products.

—Nathan Curtis

There’s a spectrum of integration—how integrated the design system is with the final output. The levels go from:

Least integrated: static.
Front-end reference code.
Most integrated: consumable compents.

Chris Coyier in The Great Divide talked about how wide the spectrum of front-end development is. Brad, for example, is very much at the front of the front end. Consumable UI components can create a bridge between the back of the front end and the front of the front end.

Consumable UI components need to be bundled, packaged, and published.

Maintain

Now we’ve entered a new mental space. We’ve gone from “Let’s build a website” to “Let’s maintain a product which other products use as a dependency.” You need to start thinking about things like semantic versioning. A version number is a promise.

A 1.0.0 designation comes with commitment. Freewheeling days of unstable early foundations are behind you.

—Nathan Curtis

What do you do when a new tech stack comes along? How does your design system serve the new hotness. It gets worse: you get products that aren’t even web based—iOS, Android, etc.

That’s where design tokens come in. You can define your design language in a platform-agnostic way.

Summary

This is hard.

Your design system must live in the technologies your products use.
Look at your product roadmaps for design system pilot project opportunities.
Establish code conventions and use tooling and process to enforce them.
Build your design system and pilot project UI screens in a frontend workshop environment.
Bake best practices into reusable components & make them as rigid or flexible as you need them to be.
Use semantic versioning to manage ongoing design system product work.
Use design tokens to feed common design properties into different platforms.

You won’t do it all at once. That’s okay. Baby steps.

Tuesday, December 10th, 2019

The Mythology of Design Systems by Mina Markham

It’s day two of An Event Apart San Francisco. The brilliant Mina Markham is here to talk to us about design systems (so hot right now!). I’m going to attempt to liveblog it:

Design systems have dominated web design conversations for a few years. Just as there’s no one way to make a website, there is no one way to make a design system. Unfortunately this has led to a lot of misconceptions around the creation and impact of this increasingly important tool.

Drawing on her experiences building design systems at two highly visible and vastly different organizations, Mina will debunk some common myths surrounding design systems.

Mina is a designer who codes. Or an engineer who designs. She makes websites. She works at Slack, but she doesn’t work on the product; she works on slack.com and the Slack blog. Mina also makes design systems. She loves design systems!

There are some myths she’s heard about design systems that she wants to dispel. She will introduce us to some mythological creatures along the way.

Myth 1: Designers “own” the design system

Mina was once talking to a product designer about design systems and was getting excited. The product designer said, nonplussed, “Aren’t you an engineer? Why do you care?” Mina explained that she loved design systems. The product designer said “Y’know, design systems should really be run by designers” and walked away.

Mina wondered if she had caused offense. Was she stepping on someone’s toes? The encounter left her feeling sad.

Thinking about it later, she realised that the conversation about design systems is dominated by product designers. There was a recent Twitter thread where some engineers were talking about this: they felt sidelined.

The reality is that design systems should be multi-disciplinary. That means engineers but it also means other kinds of designers other than product designers too: brand designers, content designers, and so on.

What you need is a hybrid, or unicorn: someone with complimentary skills. As Jina has said, design systems themselves are hybrids. Design systems give hybrids (people) a home. Hybrids help bring unity to an organization.

Myth 2: design systems kill creativity

Mina hears this one a lot. It’s intertwined with some other myths: that design systems don’t work for editorial content, and that design systems are just a collection of components.

Components are like mermaids. Everyone knows what one is supposed to look like, and they can take many shapes.

But if you focus purely on components, then yes, you’re going to get frustrated by a feeling of lacking creativity. Mina quotes @brijanp saying “Great job scrapbookers”.

Design systems encompass more than components:

High level principles.
Brand guidelines.
Coding standards.
Accessibility compliance.
Governance.

A design system is a set of rules enforced by culture, process and tooling that govern how your organization creates products.

—Mina

Rules and creativity are not mutually exclusive. Rules can be broken.

For a long time, Mina battled against one-off components. But then she realised that if they kept coming up, there must be a reason for them. There is a time and place for diverging from the system.

It’s like Alice Lee says about illustrations at Slack:

There’s a time and place for both—illustrations as stock components, and illustrations as intentional complex extensions of your specific brand.

Yesenia says:

Your design system is your pantry, not your cookbook.

If you keep combining your ingredients in the same way, then yes, you’ll keep getting the same cake. But if you combine them in different ways, there’s a lot of room for creativity. Find the key moments of brand expression.

There are strict and loose systems.

Strict design systems are what we usually think of. AirBnB’s design system is a good example. It’s detailed and tightly controlled.

A loose design system will leave more space for experimentation. TED’s design system consists of brand colours and wireframes. Everything else is left to you:

Consistency is good only insofar as it doesn’t prevent you from trying new things or breaking out of your box when the context justifies it.

Yesenia again:

A good design sytem helps you improvise.

Thinking about strict vs. loose reminds Mina of product vs. marketing. A design system for a product might need to be pixel perfect, whereas editorial design might need more breathing room.

Mina has learned to stop fighting the one-off snowflake components in a system. You want to enable the snowflakes without abandoning the system entirely.

A loose system is key for maintaining consistency while allowing for exploration and creativity.

Myth 3: a design system is a side project

Brad guffaws at this one.

Okay, maybe no one has said this out loud, but you definitely see a company’s priorities focused on customer-facing features. A design system is seen as something for internal use only. “We’ll get to this later” is a common refrain.

“Later” is a mythical creature—a phoenix that will supposedly rise from the ashes of completed projects. Mina has never seen a phoenix. You never see “later” on a roadmap.

Don’t treat your design system as a second-class system. If you do, it will not mature. It won’t get enough time and resources. Design systems require real investment.

Mina has heard from people trying to start design systems getting the advice, “Just do it!” It seems like good advice, but it could be dangerous. It sets you up for failure (and burnout). “Just doing it” without support is setting people up for a bad experience.

The alternative is to put it on the roadmap. But…

Myth 4: a design system should be on the product roadmap

At a previous company, Mina once put a design system on the product roadmap because she saw it wasn’t getting the attention it needed. The answer came back: nah. Mina was annoyed. She had tried to “just do it” and now when she tried to do it through the right channels, she’s told she can’t.

But Mina realised that it’s not that simple. There are important metrics she might not have been aware of.

A roadmap is multi-faceted thing, like Cerebus, the three-headed dog of the underworld.

Okay, so you can’t put the design sytem on the roadmap, but you can tie it to something with a high priority. You could refactor your way to a design system. Or you could allocate room in your timeline to slip in design systems work (pad your estimates a little). This is like a compromise between “Just do it!” and “Put it on the roadmap.”

A system’s value is realized when products ship features that use a system’s parts.

—Nathan Curtis

The other problem with putting a design system on the roadmap is that it implies there’s an end date. But a design system is never finished (unless you abandon it).

Myth 5: our system should do what XYZ’s system did

It’s great that there are so many public design systems out there to look to and get inspired by. We can learn from them. “Let’s do that!”

But those inspiring public systems can be like a succubus. They’re powerful and seductive and might seem fun at first but ultimately leave you feeling intimidated and exhausted.

Your design system should be build for your company’s specific needs, not Google’s or Github’s or anyone’s.

Slack has multiple systems. There’s one for the product called Slack Kit. It’s got great documentation. But if you go on Slack’s marketing website, it doesn’t look like the product. It doesn’t use the same typography or even colour scheme. So it can’t use the existing the design system. Mina created the Spacesuit design system specifically for the marketing site. The two systems are quite different but they have some common goals:

Establish common language.
Reduce technical debt.
Allow for modularity.

But there are many different needs between the Slack client and the marketing site. Also the marketing site doesn’t have the same resources as the Slack client.

Be inspired by other design systems, but don’t expect the same resutls.

Myth 6: everything is awesome!

When you think about design systems, everything is nice and neat and orderly. So you make one. Then you look at someone else’s design system. Your expectations don’t match the reality. Looking at these fully-fledged design systems is like comparing Instagram to real life.

The perfect design system is an angel. It’s a benevolent creature acting as an intermediary between worlds. Perhaps you think you’ve seen one once, but you can’t be sure.

The truth is that design system work is like laying down the railway tracks while the train is moving.

For a developer, it is a rare gift to be able to implement a project with a clean slate and no obligations to refactor an existing codebase.

Mina got to do a complete redesign in 2017, accompanied by a design system. The design system would power the redesign. Everything was looking good. Then slowly as the rest of the team started building more components for the website, unconnected things seemed to be breaking. This is what design systems are supposed to solve. But people were creating multiple components that did the same thing. Work was happening on a deadline.

Even on the Hillary For America design system (Pantsuit), which seemed lovely and awesome on the outside, there were multiple components that did the same thing. The CSS got out of hand with some very convoluted selectors trying to make things flexible.

Mina wants to share those stories because it sometimes seems that we only share the success stories.

Share work in progress. Learn out in the open. Be more vulnerable, authentic, and real.

Tuesday, August 27th, 2019

The Weight of the WWWorld is Up to Us by Patty Toland

It’s Patty Toland’s first time at An Event Apart! She’s from the fantabulous Filament Group. They’re dedicated to making the web work for everyone.

A few years ago, a good friend of Patty’s had a medical diagnosis that required everyone to pull together. Another friend shared an article about how not to say the wrong thing. This is ring theory. In a moment of crisis, the person involved is in the centre. You need to understand where you are in this ring structure, and only ever help and comfort inwards and dump concerns and problems outwards.

At the same time, Patty spent time with her family at the beach. Everyone reads the same books together. There was a book about a platoon leader in Vietnam. 80% of the story was literally a litany of stuff—what everyone was carrying. This was peppered with the psychic and emotional loads that they were carrying.

A month later there was a lot of coverage of Syrian refugees arriving in Europe. People were outraged to see refugees carrying smartphones as though that somehow showed they weren’t in a desperate situation. But smartphones are absolutely a necessity in that situation, and most of the phones were less expensive, lower-end devices. Refugeeinfo.eu was a useful site for people in crisis, but the navigation was designed to require JavaScript.

When people thing about mobile, they think about freedom and mobility. But with that JavaScript decision, the developers piled baggage on to the users.

There was a common assertion that slow networks were a third-world challenge. Remember Facebook’s network challenges? They always talked about new markets in India and Africa. The implication is that this isn’t our problem in, say, Omaha or New York.

Pew Research provided a lot of data back then that showed that this thinking was wrong. Use of cell phones, especially smartphones and tablets, escalated dramatically in the United States. There was a trend towards mobile-only usage. This was in low-income households—about one third of the population. Among 5,400 panelists, 15% did not have a JavaScript-enabled device.

Pew Research provided updated data this year. The research shows an increase in those trends. Half of the population access the web primarily on mobile. The cost of a broadband subscription is too expensive for many people. Sometimes broadband access simply isn’t available.

There’s a term called “the homework gap.” Two thirds of teachers assign broadband-dependent homework, while one third of students have no access to broadband.

At most 37% of people have unlimited data. Most people run out of data on a frequent basis.

Speed also varies wildly. 4G doesn’t really mean anything. The data is all over the place.

This shows that network issues are definitely not just a third world challenge.

On the 25th anniversary of the web, Tim Berners-Lee said the web’s potential was only just beginning to be glimpsed. Everyone has a role to play to ensure that the web serves all of humanity. In his contract for the web, Tim outlined what governments, companies, and users need to do. This reminded Patty of ring theory. The user is at the centre. Designers and developers are in the next circle out. Then there’s the circle of companies. Then there are platforms, browsers, and frameworks. Finally there’s the outer circle of governments.

Are we helping in or dumping in? If you look at the data for the average web page size (2 megabytes), we are definitely dumping in. The size of third-party JavaScript has octupled.

There’s no way for a user to know before clicking a link how big and bloated the page is going to be. Even if they abandon the page load, they’ve still used (and wasted) a lot of data.

Third party scripts—like ads—are really bad at dumping in (to use the ring theory model). The best practices for ads suggest that up to 100 additional HTTP requests is totally acceptable. Unbelievable! It doesn’t matter how performant you’ve made a site when this crap gets piled on top of it.

In 2018, the internet’s data centres alone may already have had the same carbon footprint as all global air travel. This will probably triple in the next seven years. The amount of carbon it takes to train a single AI algorithm is more than the entire life cycle of a car. Then there’s fucking Bitcoin. A single Bitcoin transaction could power 21 US households. It is designed to use—specifically, waste—more and more energy over time.

What should we be doing?

Accessibility should be at the heart of what we build. Plan, test, educate, and advocate. If advocacy doesn’t work, fear can be a motivator. There’s an increase in accessibility lawsuits.

Our websites should be as light as possible. Ask, measure, monitor, and optimise. RequestMap is a great tool for visualising requests. You can see the size and scale of third-party requests. You can also see when images are far, far bigger than they need to be.

Take a critical guide to everything and pare everything down. Set perforance budgets—file size budgets, for example. Optimise images, subset custom fonts, lazyload images and videos, get third-party tools out of the critical path (or out completely), and seek out lighter frameworks.

Test on real devices that real people are using. See Alex Russell’s data on the differences between the kind of devices we use and typical low-end devices. We literally need to stop people in JavaScript.

Push the boundaries. See the amazing work that Adrian Holovaty did with Soundslice. He had to make on-the-fly sheet music generation work on old iPads that musicians like to use. He recommends keeping old devices around to see how poorly your product is working on it.

If you have some power, then your job is to empower somebody else.

—Toni Morrison

Web Forms: Now You See Them, Now You Don’t! by Jason Grigsby

Jason is on stage at An Event Apart Chicago in a tuxedo. He wants to talk about how we can make web forms magical. Oh, I see. That explains the get-up.

We’re always being told to make web forms shorter. Luke Wroblewski has highlighted the work of companies that have reduced form fields and increased conversion.

But what if we could get rid of forms altogether? Wouldn’t that be magical!

Jason will reveal the secrets to this magic. But first—a volunteer from the audience, please! Please welcome Joe to the stage.

Joe will now log in on a phone. He types in the username. Then the password. The password is hodge-podge of special characters, numbers and upper and lowercase letters. Joe starts typing. Jason takes the phone and logs in without typing anything!

The secret: Jason was holding an NFC security key in his hand. That works with a new web standard called WebAuthn.

Passwords are terrible. People share them across sites, but who can blame them? It’s hard to remember lots of passwords. The only people who love usernames and passwords are hackers. So sites are developing other methods to try to keep people secure. Two factor authentication helps, although it doesn’t help us with phishing attacks. The hacker gets the password from the phished user …and then gets the one-time code from the phished user too.

But a physical device like a security key solves this problem. So why aren’t we all using security keys (apart from the fear of losing the key)? Well, until WebAuthn, there wasn’t a way for websites to use the keys.

A web server generates a challenge—a long string—that gets sent to a website and passed along to the user. The user’s device generates a credential ID and public and private keys for that domain. The web site stores the public key and credential ID. From then on, the credential ID is used by the website in challenges to users logging in.

There were three common ways that we historically proved who we claimed to be.

Something you know (e.g. a password).
Something you have (e.g. a security key).
Something you are (e.g. biometric information).

These are factors of identification. So two-factor identification is the combination of any of those two. If you use a security key combined with a fingerprint scanner, there’s no need for passwords.

The browser support for the web authentication API (WebAuthn) is a bit patchy right now but you can start playing around with it.

There are a few other options for making logging in faster. There’s the Credential Management API. It allows someone to access passwords stored in their browser’s password manager. But even though it’s newer, there’s actually better browser support for WebAuthn than Credential Management.

Then there’s federated login, or social login. Jason has concerns about handing over log-in to a company like Facebook, Twitter, or Google, but then again, it means fewer passwords. As a site owner, there’s actually a lot of value in not storing log-in information—you won’t be accountable for data breaches. The problem is that you’ve got to decide which providers you’re going to support.

Also keep third-party password managers in mind. These tools—like 1Password—are great. In iOS they’re now nicely integrated at the operating system level, meaning Safari can use them. Finally it’s possible to log in to websites easily on a phone …until you encounter a website that prevents you logging in this way. Some websites get far too clever about detecting autofilled passwords.

Time for another volunteer from the audience. This is Tyler. Tyler will help Jason with a simple checkout form. Shipping information, credit card information, and so on. Jason will fill out this form blindfolded. Tyler will first verify that the dark goggles that Jason will be wearing don’t allow him to see the phone screen. Jason will put the goggles on and Tyler will hand him the phone with the checkout screen open.

Jason dons the goggles. Tyler hands him the phone. Jason does something. The form is filled in and submitted!

What was the secret? The goggles prevented Jason from seeing the phone …but they didn’t prevent the screen from seeing Jason. The goggles block everything but infrared. The iPhone uses infrared for Face ID. So the iPhone, it just looked like Jason was wearing funky sunglasses. Face ID then triggered the Payment Request API.

The Payment Request API allows us to use various payment methods that are built in to the operating system, but without having to make separate implementations for each payment method. The site calls the Payment Request API if it’s supported (use feature detection and progressive enhancement), then trigger the payment UI in the browser. The browser—not the website!—then makes a call to the payment processing provider e.g. Stripe.

E-commerce sites using the Payment Request API have seen a big drop in abandonment and a big increase in completed payments. The browser support is pretty good, especially on mobile. And remember, you can use it as a progressive enhancement. It’s kind of weird that we don’t encounter it more often—it’s been around for a few years now.

Jason read the fine print for Apple Pay, Google Pay, Microsoft Pay, and Samsung Pay. It doesn’t like there’s anything onerous in there that would stop you using them.

On some phones, you can now scan credit cards using the camera. This is built in to the operating system so as a site owner, you’ve just got to make sure not to break it. It’s really an extension of autofill. You should know what values the autocomplete attribute can take. There are 48 different values; it’s not just for checkouts. When users use autofill, they fill out forms 30% faster. So make sure you don’t put obstacles in the way of autofill in your forms.

Jason proceeds to relate a long and involved story about buying burritos online from Chipotle. The upshot is: use the autocomplete, type, maxlength, and pattern attributes correctly on input elements. Test autofill with your forms. Make it part of your QA process.

So, to summarise, here’s how you make your forms disappear:

Start by reducing the number of form fields.
Use the correct HTML to support autofill. Support password managers and password-pasting. At least don’t break that behaviour.
Provide alternate ways of logging in. Federated login or the Credentials API.
Test autofill and other form features.
Look for opportunities to replace forms entirely with biometrics.

Any sufficiently advanced technology is indistinguishable from magic.

—Arthur C. Clarke’s Third Law

Don’t our users deserve magical experiences?

Voice User Interface Design by Cheryl Platz

Cheryl Platz is speaking at An Event Apart Chicago. Her inaugural An Event Apart presentation is all about voice interfaces, and I’m going to attempt to liveblog it…

Why make a voice interface?

Successful voice interfaces aren’t necessarily solving new problems. They’re used to solve problems that other devices have already solved. Think about kitchen timers. There are lots of ways to set a timer. Your oven might have one. Your phone has one. Why use a $200 device to solve this mundane problem? Same goes for listening to music, news, and weather.

People are using voice interfaces for solving ordinary problems. Why? Context matters. If you’re carrying a toddler, then setting a kitchen timer can be tricky so a voice-activated timer is quite appealing. But why is voice is happening now?

Humans have been developing the art of conversation for thousands of years. It’s one of the first skills we learn. It’s deeply instinctual. Most humans use speach instinctively every day. You can’t necessarily say that about using a keyboard or a mouse.

Voice-based user interfaces are not new. Not just the idea—which we’ve seen in Star Trek—but the actual implementation. Bell Labs had Audrey back in 1952. It recognised ten words—the digits zero through nine. Why did it take so long to get to Alexa?

In the late 70s, DARPA issued a challenge to create a voice-activated system. Carnagie Mellon came up with Harpy (with a thousand word grammar). But none of the solutions could respond in real time. In conversation, we expect a break of no more than 200 or 300 milliseconds.

In the 1980s, computing power couldn’t keep up with voice technology, so progress kind of stopped. Time passed. Things finally started to catch up in the 90s with things like Dragon Naturally Speaking. But that was still about vocabulary, not grammar. By the 2000s, small grammars were starting to show up—starting an X-Box or pausing Netflix. In 2008, Google Voice Search arrived on the iPhone and natural language interaction began to arrive.

What makes natural language interactions so special? It requires minimal training because it uses the conversational muscles we’ve been working for a lifetime. It unlocks the ability to have more forgiving, less robotic conversations with devices. There might be ten different ways to set a timer.

Natural language interactions can also free us from “screen magnetism”—that tendency to stay on a device even when our original task is complete. Voice also enables fast and forgiving searches of huge catalogues without time spent typing or browsing. You can pick a needle straight out of a haystack.

Natural language interactions are excellent for older customers. These interfaces don’t intimidate people without dexterity, vision, or digital experience. Voice input often leads to more inclusive experiences. Many customers with visual or physical disabilities can’t use traditional graphical interfaces. Voice experiences throw open the door of opportunity for some people. However, voice experience can exclude people with speech difficulties.

Making the case for voice interfaces

There’s a misconception that you need to work at Amazon, Google, or Apple to work on a voice interface, or at least that you need to have a big product team. But Cheryl was able to make her first Alexa “skill” in a week. If you’re a web developer, you’re good to go. Your voice “interaction model” is just JSON.

How do you get your product team on board? Find the customers (and situations) you might have excluded with traditional input. Tell the stories of people whose hands are full, or who are vision impaired. You can also point to the adoption rate numbers for smart speakers.

You’ll need to show your scenario in context. Otherwise people will ask, “why can’t we just build an app for this?” Conduct research to demonstrate the appeal of a voice interface. Storyboarding is very useful for visualising the context of use and highlighting existing pain points.

Getting started with voice interfaces

You’ve got to understand how the technology works in order to adapt to how it fails. Here are a few basic concepts.

Utterance. A word, phrase, or sentence spoken by a customer. This is the true form of what the customer provides.

Intent. This is the meaning behind a customer’s request. This is an important distinction because one intent could have thousands of different utterances.

Prompt. The text of a system response that will be provided to a customer. The audio version of a prompt, if needed, is generated separately using text to speech.

Grammar. A finite set of expected utterances. It’s a list. Usually, each entry in a grammar is paired with an intent. Many interfaces start out as being simple grammars before moving on to a machine-learning model later once the concept has been proven.

Here’s the general idea with “artificial intelligence”…

There’s a human with a core intent to do something in the real world, like knowing when the cookies in the oven are done. This is translated into an intent like, “set a 15 minute timer.” That’s the utterance that’s translated into a string. But it hasn’t yet been parsed as language. That string is passed into a natural language understanding system. What comes is a data structure that represents the customers goal e.g. intent=timer; duration=15 minutes. That’s sent to the business logic where a timer is actually step. For a good voice interface, you also want to send back a response e.g. “setting timer for 15 minutes starting now.”

That seems simple enough, right? What’s so hard about designing for voice?

Natural language interfaces are a form of artifical intelligence so it’s not deterministic. There’s a lot of ruling out false positives. Unlike graphical interfaces, voice interfaces are driven by probability.

How do you turn a sound wave into an understandable instruction? It’s a lot like teaching a child. You feed a lot of data into a statistical model. That’s how machine learning works. It’s a probability game. That’s where it gets interesting for design—given a bunch of possible options, we need to use context to zero in on the most correct choice. This is where confidence ratings come in: the system will return the probability that a response is correct. Effectively, the system is telling you how sure or not it is about possible results. If the customer makes a request in an unusual or unexpected way, our system is likely to guess incorrectly. That’s because the system is being given something new.

Designing a conversation is relatively straightforward. But 80% of your voice design time will be spent designing for what happens when things go wrong. In voice recognition, edge cases are front and centre.

Here’s another challenge. Interaction with most voice interfaces is part conversation, part performance. Most interactions are not private.

Humans don’t distinguish digital speech fom human speech. That means these devices are intrinsically social. Our brains our wired to try to extract social information, even form digital speech. See, for example, why it’s such a big question as to what gender a voice interface has.

Delivering a voice interface

Storyboards help depict the context of use. Sample dialogues are your new wireframes. These are little scripts that not only cover the happy path, but also your edge case. Then you reverse engineer from there.

Flow diagrams communicate customer states, but don’t use the actual text in them.

Prompt lists are your final deliverable.

Functional prototypes are really important for voice interfaces. You’ll learn the real way that customers will ask for things.

If you build a working prototype, you’ll be building two things: a natural language interaction model (often a JSON file) and custom business logic (in a programming language).

Eventually voice design will become a core competency, much like mobile, which was once separate.

Ask yourself what tasks your customers complete on your site that feel clunkly. Remember that voice desing is almost never about new scenarious. Start your journey into voice interfaces by tackling old problems in new, more inclusive ways.

May the voice be with you!

Making Research Count by Cyd Harrell

The brilliant Cyd Harrell is opening up day two of An Event Apart in Chicago. I’m going to attempt to liveblog her talk on making research count…

Research gets done …and then sits in a report, gathering dust.

Research matters. But how do we make it count? We need allies. Maybe we need more money. Perhaps we need more participation from people not on the product team.

If you’re doing real research on a schedule, sharing it on a regular basis, making people’s eyes light up …then you’ve won!

Research counts when it answers questions that people care about. But you probably don’t want to directly ask “Hey, what questions do you want answered?”

Research can explain oddities in analytics weird feedback from customers, unexpected uses of products, and strange hunches (not just your own).

Curious people with power are the most useful ones to influence. Not just hierarchical power. Engineers often have a lot of power. So ask, “Who is the most curious engineer, and how can I drag them out on a research session with me?”

At 18F, Cyd found that a lot of the nodes of power were in the mid level of the organisation who had been there a while—they know a lot of people up and down the chain. If you can get one of those people excited about research, they can spread it.

Open up your practice. Demystify it. Put as much effort into communicating as into practicing. Create opportunities for people to ask questions and learn.

You can think about communities of practice in the obvious way: people who do similar things to us, and other people who make design decisions. But really, everyone in the organisation is affected by design decisions.

Cyd likes to do office hours. People can come by and ask questions. You could open a Slack channel. You can run brown bag lunches to train people in basic user research techniques. In more conventional organisations, a newsletter is a surprisingly effective tool for sharing the latest findings from research. And use your walls to show work in progress.

Research counts when people can see it for themselves—not just when it’s reported from afar. Ask yourself: who in your organisation is disconnected from their user? It’s difficult for people to maintain their motivation in that position.

When someone has been in the field with you, the data doesn’t have to be explained.

Whoever’s curious. Whoever’s disconnected. Invite them along. Show them what you’re doing.

Think about the qualities of a good invitation (for a party, say). Make the rules clear. Make sure they want to come back. Design the experience of observing research. Make sure everyone has tools. Give everyone a responsibility. Be like Willy Wonka—he gave clear rules to the invitied guests. And sure, things didn’t go great when people broke the rules, but at the end, everyone still went home with the truckload of chocolate they were promised.

People who get to ask a question buy in to the results. Those people feel a sense of ownership for the research.

Research counts when methods fit the question. Think about what the right question is and how you might go about answering it.

You can mix your methods. Interviews. Diary studies. Card sorting. Shadowing. You can ground the user research in competitor analysis.

Back in 2008, Cyd was contacted by a company who wanted to know: how do people really use phones in their cars? Cyd’s team would ride along with people, interviewing them, observing them, taking pictures and video.

Later at the federal government, Cyd was asked: what are the best practices for government digital transformation? How to answer that? It’s so broad! Interviews? Who knows what?

They refined the question: what makes modern digital practices stick within a government entity? They looked at what worked when companies were going online, so see if there was anything that government could learn from. Then they created a set of really focused interview questions. What does digital transformation mean? How do you know when you’re done? What are the biggest obstacles to this work? How do you make changes last?

They used atechnique called cluster recruiting to figure out who else to talk to (by asking participants who else they should be talking to).

There is no one research method that will always work for you. Cutting the right corners at the right time lets you be fast and cheap. Cyd’s bare-bones research kit costs about $20: a notebook, a pen, a consent form, and the price of a cup of coffee. She also created a quick score sheet for when she’s not in a position to have research transcribed.

Always label your assumptions before beginning your research. Maybe you’re assuming that something is a frustrating experience that needs fixing, but it might emerge that it doesn’t need fixing—great! You’ve just saved a whole lotta money.

Research counts when researchers tell the story well. Synthesis works best as a conversational practice. It’s hard to do by yourself. You start telling stories when you come back from the field (sometimes it starts when you’re still out in the field, talking about the most interesting observations).

Miller’s Law is a great conceptual framework:

To understand what another person is saying, you must assume that it is true and try to imagine what it could be true of.

You’re probably familiar with the “five whys”. What about the “five ways”? If people talk about something five different ways, it’s virtually certain that one of them will be an apt metaphor. So ask “Can you say that in a different way?” five time.

Spend as much time on communicating outcomes as you did on executing the work.

After research, play back how many people you spoke to, the most valuable insight you gained, the themes that are emerging. Describe the question you wanted to answer, what answers you got, and what you’re going to do next. If you’re in an organisation that values memos, write a memo. Or you could make a video. Or you could write directly into backlog tickets. And don’t forget the wall work! GDS have wonderfully full walls in their research department.

In the end, the best tool for research is an illuminating story.

Cyd was doing research at the Bakersfield courthouse. The hypothesis was that a lot of people weren’t engaging with technology in the court system. She approached a man named Manuel who was positively quaking. He was going through a custody battle. He said, “I don’t know technology but it doesn’t scare me. I’m shaking because this paperwork just gets to me—it’s terrifying.” He said who would gladly pay for someone to help him with the paperwork. Cyd wrote a report on this story. Months later, they heard people in the organisation asking questions like “How would this help Manuel?”

Sometimes you do have to fight (nicely).

People will push back on the time spent on research—they’ll say it doesn’t fit the sprint plan. You can have a three day research plan. Day 1: write scripts. Day 2: go to the users and talk to them. Day 3: play it back. People on a project spend more time than that in Slack.

People will say you can’t talk to the customers. In that situation, you could talk to people who are in the same sector as your company’s customers.

People will question the return on investment for research. Do it cheaply and show the very low costs. Then people stop talking about the money and start talking about the results.

People will claim that qualitative user research is not statistically significant. That’s true. But research is something else. It answers different question.

People will question whether a senior person needs to be involved. It is not fair to ask the intern to do all the work involved in research.

People will say you can’t always do research. But Cyd firmly believes that there’s always room for some research.

Make allies in customer research.
Find the most curious engineer on the team, go to lunch with them, and feed them the most interesting research insights.
Record a pain point and a send a video to executives.
If there’s really no budget, maybe you can get away with not paying incentives, but perhaps you can provide some other swag instead.

One of the best things you can do is be there, non-judgementally, making friends. It takes time, but it works. Research is like a dandelion in flight. Once it’s out and about, taking root, the more that research counts.

Sunday, June 30th, 2019

Patterns Day notes

Stuart took copious notes during every single talk at Patterns Day—what a star!

Saturday, March 9th, 2019

Handing back control

An Event Apart Seattle was most excellent. This year, the AEA team are trying something different and making each event three days long. That’s a lot of mindblowing content!

What always fascinates me at events like these is the way that some themes seem to emerge, without any prior collusion between the speakers. This time, I felt that there was a strong thread of giving control directly to users:

Sarah and Margot both touched on this when talking about authenticity in brand messaging.

Margot described this in terms of vulnerability for the brand, but the kind of vulnerability that leads to trust.

Sarah talked about it in terms of respect—respecting the privacy of users, and respecting the way that they want to use your services. Call it compassion, call it empathy, or call it just good business sense, but providing these kind of controls in an interface is an excellent long-term strategy.

In Val’s animation talk, she did a deep dive into prefers-reduced-motion, a media query that deliberately hands control back to the user.

Even in a CSS-heavy talk like Jen’s, she took the time to explain why starting with meaningful markup is so important—it’s because you can’t control how the user will access your content. They may use tools like reader modes, or Pocket, or have web pages read aloud to them. The user has the final say, and rightly so.

In his CSS talk, Eric reminded us that a style sheet is a list of strong suggestions, not instructions.

Beth’s talk was probably the most explicit on the theme of returning control to users. She drew on examples from beyond the world of the web—from architecture, urban planning, and more—to show that the most successful systems are not imposed from the top down, but involve everyone, especially those most marginalised.

And even in my own talk on service workers, I raved about the design pattern of allowing users to save pages offline to read later. Instead of trying to guess what the user wants, give them the means to take control.

I was really encouraged to see this theme emerge. Mind you, when I look at the reality of most web products, it’s easy to get discouraged. Far from providing their users with controls over their own content, Instagram won’t even let their customers have a chronological feed. And Matt recently wrote about how both Twitter and Quora are heading further and further away from giving control to their users in his piece called Optimizing for outrage.

Still, I came away from An Event Apart Seattle with a renewed determination to do my part in giving people more control over the products and services we design and develop.

I spent the first two days of the conference trying to liveblog as much as I could. I find it really focuses my attention, although it’s also quite knackering. I didn’t do too badly; I managed to write cover eleven of the talks (out of the conference’s total of seventeen):

Tuesday, June 26th, 2018

Name That Script! by Trent Walton

Trent is about to pop his AEA cherry and give a talk at An Event Apart in Boston. I’m going to attempt to liveblog this:

How many third-party scripts are loading on our web pages these days? How can we objectively measure the value of these (advertising, a/b testing, analytics, etc.) scripts—considering their impact on web performance, user experience, and business goals? We’ve learned to scrutinize content hierarchy, browser support, and page speed as part of the design and development process. Similarly, Trent will share recent experiences and explore ways to evaluate and discuss the inclusion of 3rd-party scripts.

Trent is going to speak about third-party scripts, which is funny, because a year ago, he never would’ve thought he’d be talking about this. But he realised he needed to pay more attention to:

any request made to an external URL.

Or how about this:

A resource included with a web page that the site owner doesn’t explicitly control.

When you include a third-party script, the third party can change the contents of that script.

Here are some uses:

advertising,
A/B testing,
analytics,
social media,
content delivery networks,
customer interaction,
comments,
tag managers,
fonts.

You get data from things like analytics and A/B testing. You get income from ads. You get content from CDNs.

But Trent has concerns. First and foremost, the user experience effects of poor performance. Also, there are the privacy implications.

Why does Trent—a designer—care about third party scripts? Well, over the years, the areas that Trent pays attention to has expanded. He’s progressed from image comps to frontend to performance to accessibility to design systems to the command line and now to third parties. But Trent has no impact on those third-party scripts. That’s very different to all those other areas.

Trent mostly builds prototypes. Those then get handed over for integration. Sometimes that means hooking it up to a CMS. Sometimes it means adding in analytics and ads. It gets really complex when you throw in third-party comments, payment systems, and A/B testing tools. Oftentimes, those third-party scripts can outweigh all the gains made beforehand. It happens with no discussion. And yet we spent half a meeting discussing a border radius value.

Delivering a performant, accessible, responsive, scalable website isn’t enough: I also need to consider the impact of third-party scripts.

Trent has spent the last few months learning about third parties so he can be better equiped to discuss them.

UX, performance and privacy impact

We feel the UX impact every day we browse the web (if we turn off our content blockers). The Food Network site has an intersitial asking you to disable your ad blocker. They promise they won’t spawn any pop-up windows. Trent turned his ad blocker off—the page was now 15 megabytes in size. And to top it off …he got a pop up.

Privacy can harder to perceive. We brush aside cookie notifications. What if the wording was “accept trackers” instead of “accept cookies”?

Remarketing is that experience when you’re browsing for a spatula and then every website you visit serves you ads for spatula. That might seem harmless but allowing access to our browsing history has serious privacy implications.

Web builders are on the front lines. It’s up to us to advocate for data protection and privacy like we do for web standards. Don’t wait to be told.

Categories of third parties

Ghostery categories third-party providers: advertising, comments, customer interaction, essential, site analytics, social media. You can dive into each layer and see the specific third-party services on the page you’re viewing.

Analyse and itemise third-party scripts

We have “view source” for learning web development. For third parties, you need some tool to export the data. HAR files (HTTP ARchive) are JSON files that you can create from most browsers’ network request panel in dev tools. But what do you do with a .har file? The site har.tech has plenty of resources for you. That’s where Trent found the Mac app, Charles. It can open .har files. Best of all, you can export to CSV so you can share spreadsheets of the data.

You can visualise third-party requests with Simon Hearne’s excellent Request Map. It’s quite impactful for delivering a visceral reaction in a meeting—so much more effective than just saying “hey, we have a lot of third parties.” Request Map can also export to CSV.

Know industry averages

Trent wanted to know what was “normal.” He decided to analyse HAR files for Alexa’s top 50 US websites. The result was a massive spreadsheet of third-party providers. There were 213 third-party domains (which is not even the same as the number of requests). There was an average of 22 unique third-party domains per site. The usual suspects were everywhere—Google, Amazon, Facebook, Adobe—but there were many others. You can find an alphabetical index on better.fyi/trackers. Often the lesser-known domains turn out to be owned by the bigger domains.

News sites and shopping sites have the most third-party scripts, unsurprisingly.

Understand benefits

Trent realised he needed to listen and understand why third-party scripts are being included. He found out what tag managers do. They’re funnels that allow you to cram even more third-party scripts onto your website. Trent worried that this was a Pandora’s box. The tag manager interface is easy to access and use. But he was told that it’s more like a way of organising your third-party scripts under one dashboard. But still, if you get too focused on the dashboard, you could lose focus of the impact on load times. So don’t blame the tool: it’s all about how it’s used.

Take action

Establish a centre of excellence. Put standards in place—in a cross-discipline way—to define how third-party scripts are evaluated. For example:

Determine the value to the business.
Avoid redundant scripts and services.
Fit within the established performance budget.
Comply with the organistional privacy policy.

Document those decisions, maybe even in your design system.

Also, include third-party scripts within your prototypes to get a more accurate feel for the performance implications.

On a live site, you can regularly audit third-party scripts on a regular basis. Check to see if any are redundant or if they’re exceeding the performance budget. You can monitor performance with tools like Calibre and Speed Curve to cover the time in between audits.

Make your case

Do competitive analysis. Look at other sites in your sector. It’s a compelling way to make a case for change. WPO Stats is very handy for anecdata.

You can gather comparative data with Web Page Test: you can run a full test, and you can run a test with certain third parties blocked. Use the results to kick off a discussion about the impact of those third parties.

Talk it out

Work to maintain an ongoing discussion with the entire team. As Tim Kadlec says:

Everything should have a value, because everything has a cost.

Building More Expressive Products by Val Head

It’s day two of An Event Apart in Boston and Val is giving a new talk about building expressive products:

The products we design today must connect with customers across different screen sizes, contexts, and even voice or chat interfaces. As such, we create emotional expressiveness in our products not only through visual design and language choices, but also through design details such as how interface elements move, or the way they sound. By using every tool at our disposal, including audio and animation, we can create more expressive products that feel cohesive across all of today’s diverse media and social contexts. In this session, Val will show how to harness the design details from different media to build overarching themes—themes that persist across all screen sizes and user and interface contexts, creating a bigger emotional impact and connection with your audience.

I’m going to attempt to live blog her talk. Here goes…

This is about products that intentionally express personality. When you know what your product’s personality is, you can line up your design choices to express that personality intentionally (as opposed to leaving it to chance).

Tunnel Bear has a theme around a giant bear that will product you from all the bad things on the internet. It makes a technical product very friendly—very different from most VPN companies.

Mailchimp have been doing this for years, but with a monkey (ape, actually, Val), not a bear—Freddie. They’ve evolved and changed it over time, but it always has personality.

But you don’t need a cute animal to express personality. Authentic Weather is a sarcastic weather app. It’s quite sweary and that stands out. They use copy, bold colours, and giant type.

Personality can be more subtle, like with Stripe. They use slick animations and clear, concise design.

Being expressive means conveying personality through design. Type, colour, copy, layout, motion, and sound can all express personality. Val is going to focus on the last two: motion and sound.

Expressing personality with motion

Animation can be used to tell your story. We can do that through:

Easing choices (ease-in, ease-out, bounce, etc.),
Duration values, and offsets,
The properties we animate.

Here are four personality types…

Calm, soft, reassuring

You can use opacity, soft blurs, small movements, and easing curves with gradual changes. You can use:

fade,
scale + fade,
blur + fade,
blur + scale + fade.

Pro tip for blurs: the end of blurs always looks weird. Fade out with opacity before your blur gets weird.

You can use Penner easing equations to do your easings. See them in action on easings.net. They’re motion graphs plotting animation against time. The flatter the curve, the more linear the motion. They have a lot more range than the defaults you get with CSS keyword values.

For calm, soft, and reassuring, you could use easeInQuad, easeOutQuad, or easeInOutQuad. But that’s like saying “you could use dark blue.” These will get you close, but you need to work on the detail.

Confident, stable, strong

You can use direct movements, straight lines, symmetrical ease-in-outs. You should avoid blurs, bounces, and overshoots. You can use:

quick fade,
scale + fade,
direct start and stops.

You can use Penner equations like easeInCubic, easeOutCubic and easeInOutCubic.

Lively, energetic, friendly

You can use overshoots, anticipation, and “snappy” easing curves. You can use:

overshoot,
overshoot + scale,
anticipation,
anticipation + overshoot

To get the sense of overshoots and anticipations you can use easing curves like easeInBack, easeOutBack, and easeInOutBack. Those aren’t the only ones though. Anything that sticks out the bottom of the graph will give you anticipation. Anything that sticks out the top of the graph will give you overshoot.

If cubic bezier curves don’t get you quite what you’re going for, you can add keyframes to your animation. You could have keyframes for: 0%, 90%, and 100% where the 90% point is past the 100% point.

Stripe uses a touch of overshoot on their charts and diagrams; nice and subtle. Slack uses a bit of overshoot to create a sense of friendliness in their loader.

Playful, fun, lighthearted

You can use bounces, shape morphs, squashes and stretches. This is probably not the personality for a bank. But it could be for a game, or some other playful product. You can use:

bounce,
elastic,
morph,
squash and stretch (springs.

You can use easing equations for the first two, but for the others, they’re really hard to pull off with just CSS. You probably need JavaScript.

The easing curve for elastic movement is more complicated Penner equation that can’t be done in CSS. GreenSock will help you visual your elastic easings. For springs, you probably need a dedicated library for spring motions.

Expressing personality with sound

We don’t talk about sound much in web design. There are old angry blog posts about it. And not every website should use sound. But why don’t we even consider it on the web?

We were burnt by those terrible Flash sites with sound on every single button mouseover. And yet the Facebook native app does that today …but in a much more subtle way. The volume is mixed lower, and the sound is flatter; more like a haptic feel. And there’s more variation in the sounds. Just because we did sound badly in the past doesn’t mean we can’t do it well today.

People say they don’t want their computers making sound in an office environment. But isn’t responsive design all about how we don’t just use websites on our desktop computers?

Amber Case has a terrific book about designing products with sound, and she’s all about calm technology. She points out that the larger the display, the less important auditive and tactile feedback becomes. But on smaller screens, the need increases. Maybe that’s why we’re fine with mobile apps making sound but not with our desktop computers doing it?

People say that sound is annoying. That’s like saying siblings are annoying. Sound is annoying when it’s:

not appropriate for the situation,
played at the wrong time,
too loud,
lacks user control.

But all of those are design decisions that we can control.

So what can we do with sound?

Sound can enhance what we perceive from animation. The “breathe” mode in the Calm meditation app has some lovely animation, and some great sound to go with it. The animation is just a circle getting smaller and bigger—if you took the sound away, it wouldn’t be very impressive.

Sound can also set a mood. Sirin Labs has an extreme example for the Solarin device with futuristic sounds. It’s quite reminiscent of the Flash days, but now it’s all done with browser technologies.

Sound is a powerful brand differentiator. Val now plays sounds (without visuals) from:

Slack,
Outlook Calendar.

They have strong associations for us. These are earcons: icons for the ears. They can be designed to provoke specific emotions. There was a great explanation on the Blackberry website, of all places (they had a whole design system around their earcons).

Here are some uses of sounds…

Alerts and notifications

You have a new message. You have new email. Your timer is up. You might not be looking at the screen, waiting for those events.

Navigating space

Apple TV has layers of menus. You go “in” and “out” of the layers. As you travel “in” and “out”, the animation is reinforced with sound—an “in” sound and an “out” sound.

Confirming actions

When you buy with Apple Pay, you get auditory feedback. Twitter uses sound for the “pull to refresh” action. It gives you confirmation in a tactile way.

Marking positive moments

This is a great way of making a positive impact in your user’s minds—celebrate the accomplishments. Clear—by Realmac software—gives lovely rising auditory feedback as you tick things off your to-do list. Compare that to hardware products that only make sounds when something goes wrong—they don’t celebrate your accomplishments.

Here are some best practices for user interface sounds:

UI sounds be short, less than 400ms.
End on an ascending interval for positive feedback or beginnings.
End on a descending interval for negative feedback, ending, or closing.
Give the user controls to top or customise the sound.

When it comes to being expressive with sounds, different intervals can evoke different emotions:

Consonant intervals feel pleasant and positive.
Dissonant intervals feel strong, active, or negative.
Large intervals feel powerful.
Octaves convey lightheartedness.

People have made sounds for you if you don’t want to design your own. Octave is a free library of UI sounds. You can buy sounds from motionsound.io, targetted specifically at sounds to go with motions.

Let’s wrap up by exploring where to find your product’s personality:

What is it trying to help users accomplish?
What is it like? (its mood and disposition)

You can workshops to answer these questions. You can also do research with your users. You might have one idea about your product’s personality that’s different to your customer’s. You need to project a believable personality. Talk to your customers.

Designing for Emotion has some great exercises for finding personality. Conversational Design also has some great exercises in it. Once you have the words to describe your personality, it gets easier to design for it.

So have a think about using motion and sound to express your product’s personality. Be intentional about it. It will also make the web a more interesting place.

Monday, June 25th, 2018

Why Design Systems Fail by Una Kravets

I’m at An Event Apart Boston where Una is about to talk about design systems, following on from Yesenia’s excellent design systems talk. I’m going to attempt to liveblog it…

Una works at the Bustle Digital Group, which publishes a lot of different properties. She used to work at Watson, at Bluemix and at Digital Ocean. They all have something in common (other than having blue in their logos). They all had design systems that failed.

Design systems are so hot right now. They allow us think in a componentised way, and grow quickly. There are plenty of examples out there, like Polaris from Shopify, the Lightning design sytem from Salesforce, Garden from Zendesk, Gov.uk, and Code For America. Check out Anna’s excellent styleguides.io for more examples.

What exactly is a design system?

It’s a broad term. It can be a styleguide or visual pattern library. It can be design tooling (like a Sketch file). It can be a component library. It can be documentation of design or development usage. It can be voice and tone guidelines.

Styleguides

When Una was in College, she had a print rebranding job—letterheads, stationary, etc. She also had to provide design guidelines. She put this design guide on the web. It had colours, heading levels, type, logo treatments, and so on. It wasn’t for an application, but it was a design system.

Design tooling

Primer by Github is a good example of this. You can download pre-made icons, colours, etc.

Component library

This is where you get the code. Una worked on BUI at Digital Ocean, which described the interaction states of each components and how to customise interactions with JavaScript.

Code usage guidelines

AirBnB has a really good example of this. It’s a consistent code style. You can even include it in your build step with eslint-config-airbnb and stylelint-config-airbnb.

Design usage documentation

Carbon by IBM does a great job of this. It describes the criteria for deciding when to use a pattern. It’s driven by user experience considerations. They also have general guidelines on loading in components—empty states, etc. And they include animation guidelines (separately from Carbon), built on the history of IBM’s magnetic tape machines and typewriters.

Voice and tone guidelines

Of course Mailchimp is the classic example here. They break up voice and tone. Voice is not just what the company is, but what the company is not:

Fun but not silly,

Confident but not cocky,

Smart but not stodgy,

and so on.

Voiceandtone.com describes the user’s feelings at different points and how to communicate with them. There are guidelines for app users, and guidelines for readers of the company newsletter, and guidelines for readers of the blog, and so on. They even have examples of when things go wrong. The guidelines provide tips on how to help people effectively.

Why do design systems fail?

Una now asks who in the room has ever started a diet. And who has ever finished a diet? (A lot of hands go down).

Nobody uses it

At Digital Ocean, there was a design system called Buoy version 1. Una helped build a design system called Float. There was also a BUI version 2. Buoy was for product, Float was for the marketing site. Classic example of 927. Nobody was using them.

Una checked the CSS of the final output and the design system code only accounted for 28% of the codebase. Most of the CSS was over-riding the CSS in the design system.

Happy design systems scale good standards, unify component styles and code and reduce code cruft. Why were people adding on instead of using the existing sytem? Because everyone was being judged on different metrics. Some teams were judged on shipping features rather than producing clean code. So the advantages of a happy design systems don’t apply to them.

Investment

It’s like going to the gym. Small incremental changes make a big difference over the long term. If you just work out for three months and then stop, you’ll lose all your progress. It’s like that with design systems. They have to stay in sync with the live site. If you don’t keep it up to date, people just won’t use it.

It’s really important to have a solid core. Accessibility needs to be built in from the start. And the design system needs ownership and dedicated commitment. That has to come from the organisation.

You have to start somewhere.

Communication

Communication is multidimensional; it’s not one-way. The design system owner (or team) needs to act as a bridge between designers and developers. Nobody likes to be told what to do. People need to be involved, and feel like their needs are being addressed. Make people feel like they have control over the process …even if they don’t; it’s like perceived performance—this is perceived involvement.

Ask. Listen. Make your users feel heard. Incorporate feedback.

Buy-in

Good communication is important for getting buy-in from the people who will use the design system. You also need buy-in from the product owners.

Showing is more powerful than telling. Hackathans are like candy to a budding design system—a chance to demonstrate the benefits of a design system (and get feedback). After a hackathon at Digital Ocean, everyone was talking about the design system. Weeks afterwards, one of the developers replaced Bootstrap with BUI, removing 20,000 lines of code! After seeing the impact of a design system, the developers will tell their co-workers all about it.

Solid architecture

You need to build with composability and change in mind. Primer, by Github, has a core package, and then add-ons for, say, marketing or product. That separation of concerns is great. BUI used a similar module-based approach: a core codebase, separate from iconography and grid.

Semantic versioning is another important part of having a solid architecture for your design system. You want to be able to push out minor updates without worrying about breaking changes.

Major.Minor.Patch

Use the same convention in your design files, like Sketch.

What about tech stack choice? Every company has different needs, but one thing Una recommends is: don’t wait to namespace! All your components should have some kind of prefix in the class names so they don’t clash with existing CSS.

Una mentions Solid by Buzzfeed, which I personally think is dreadful (count the number of !important declarations—you can call it “immutable” all you want).

AtlasKit by Atlassian goes all in on React. They’re trying to integrate Sketch into it, but design tooling isn’t solved yet (AirBnB are working on this too). We’re still trying to figure out how to merge the worlds of design and code.

Reduce Friction

This is what it’s all about. Using the design system has to be the path of least resistance. If the new design system is harder to use than what people are already doing, they won’t use it.

Provide hooks and tools for the people who will be using the design system. That might be mixins in Sass or it might be a script on a CDN that people can just link to.

Start early, update often. Design systems can be built retrospectively but it’s easier to do it when a new product is being built.

Bugs and cruft always increase over time. You need a mechanism in place to keep on top of it. Not just technical bugs, but visual inconsistencies.

So the five pillars of ensuring a successful design system are:

Investment
Communication
Buy-in
Solid architecture
Reduce friction

When you’re starting, begin with a goal:

We are building a design system because…

Then review what you’ve already got (your existing codebase). For example, if the goal of having a design system is to increase page performance, use Web Page Test to measure how the current site is performing. If the goal is to reduce accessibility problems, use webaim.org to measure the accessibility of your current site (see also: pa11y). If the goal is to reduce the amount of CSS in your codebase, use cssstats.com to test how your current site is doing. Now that you’ve got stats, use them to get buy-in. You can also start by doing an interface inventory. Print out pages and cut them up.

Once you’ve got buy-in and commitment (in writing), then you can make technical decisions.

You can start with your atomic elements. Buttons are like the “Hello world!” of design systems. You’ve colours, type, and different states.

Then you can compose elements by putting the base elements together.

Do you include layout in the system? That’s a challenge, and it depends on your team. If you do include layout, to what extent?

Regardless of layout, you still need to think about space: the space between base elements within a component.

Bake in accessibility: every hover state should have an equal (not opposite) focus state.

Think about states, like loading states.

Then you can start documenting. Then inform the users of the system. Carbon has a dashboard showing which components are new, which components are deprecated, and which components are being updated.

Keep consistent communication. Design and dev communication has to happen. Continuous iteration, support and communication are the most important factors in the success of a design system. Code is only 10% of a sytem.

Also, don’t feel like you need to copy other design systems out there. Your needs are probably very different. As Diana says, comparing your design system to the polished public ones is like comparing your life to someone’s Instagram account. To that end, Una says something potentially contraversial:

You might not need a design sytem.

If you’re the only one at your organisation that cares about the benefits of a design system, you won’t get buy-in, and if you don’t get buy-in, the design system will fail. Maybe there’s something more appropriate for your team? After all, not everyone needs to go to the gym to get fit. There are alternatives.

Find what works for you and keep at it.

Friday, April 6th, 2018

Live-blogging An Event Apart Seattle

I tried do some live-blogging at An Event Apart Seattle. I surprised myself by managing to do all six talks on the first day. I even managed one or two after that, but that was the limit of my stamina. Torre, on the other hand, managed to live-blog every single talk—amazing!

Some of the talks don’t necessarily lend themselves to note-taking—ya kinda had to be there. But some of the the live-blogging I did ended up being surprisingly coherent.

Anyway, I figured it would be good to recap all the ones I managed to do here in one handy list.

Beyond Engagement: the Content Performance Quotient by Jeffrey Zeldman. I think I managed to document the essence of what Jeffrey was getting at: for many sites, engagement isn’t the right metric to measure—the idea of a Content Performance Quotient is one alternative.
Digital Marketing Strategies for the Busy “Web Master” by Sarah Parmenter. The structure of Sarah’s talk lent itself well to live-blogging, but I strongly disagreed with one or two of her suggestions (like encouraging people to install the disgusting abomination that is Facebook Pixel).
Scenario-Driven Design Systems by Yesenia Perez-Cruz. This one was hard to live-blog because it was so packed with so many priceless knowledge bombs—an absolutely brilliant presentation, right up my alley!
Graduating to Grid by Rachel Andrew. The afternoon sessions, with their emphasis on CSS, were definitely tricky to capture. I didn’t even try to catch most of the code, but I think I managed to get down most of Rachel’s points about learning new CSS.
Fit For Purpose: Making Sense of the New CSS by Eric Meyer. There was a fair bit of code in this one, and lots of gasp-inducing demos too, so my account probably doesn’t do it justice.
Everything You Know About Web Design Just Changed by Jen Simmons. There was no way I could document the demos, but I think I managed to convey the excitement in Jen’s talk.
Navigating Team Friction by Lara Hogan. I only managed to do two talks on the second day, but I think they came out the best. Lara’s talk was packed full with great advice, but it was so clearly structured that I think I managed to get most of the main points down.
Designing Progressive Web Apps by Jason Grigsby. I had a vested interest in the topic of Jason’s talk so I was scribing like crazy. Apart from a few missing diagrams, I think my notes managed to convey most of Jason’s message.

Of course the one talk I definitely couldn’t live-blog was my own. I’ve documented lists of links relating to the subject matter of my talk, but if you weren’t at An Event Apart Seattle, then the only other chance to see the talk is at An Event Apart Boston in June. That’s the only other time I’m giving it.

I thoroughly enjoyed giving the talk in Seattle, particularly when I treated the audience to a scoop: I announced my new book, Going Offline, during the talk (I had been scheming with Katel at A Book Apart and we co-ordinated the timing to a tee).

Tuesday, April 3rd, 2018

Designing Progressive Web Apps by Jason Grigsby

It’s the afternoon of the second day of An Event Apart Seattle and Jason is talking about Designing Progressive Web Apps. These are my notes…

Jason wants to talk about a situation you might find yourself in. You’re in a room and in walks the boss, who says “We need a progressive web app.” Now everyone is asking themselves “What is a progressive web app?” Or maybe “How does the CEO even know about progressive web apps?”

Well, trade publications are covering progressive web apps. Lots of stats and case studies are being published. When executives see this kind of information, they don’t want to get left out. Jason keeps track of this stuff at PWA Stats.

Answering the question “What is a progressive web app?” is harder than it should be. The phrase was coined by Frances Berriman and Alex Russell. They listed ten characteristics that defined progressive web apps. The “linkable” and “progressive” characteristics are the really interesting and new characteristics. We’ve had technologies before (like Adobe Air) that tried to make app-like experiences, but they weren’t really of the web. Progressive web apps are different.

Despite this list of ten characteristics, even people who are shipping progressive web apps find it hard to define the damn thing. The definition on Google’s developer site keeps changing. They reduced the characteristics from ten to six. Then it became “reliable, fast, and engaging.” What does that mean? Craigslist is reliable, fast, and engaging—does that mean it’s a progressive web app.

The technical definition is useful (kudos to me, says Jason):

HTTPS
service worker
manifest file

If you don’t have those three things, it’s not a progressive web app.

We should definitely use HTTPS if we want make life harder for the NSA. Also browser makers are making APIs available only under HTTPS. By July, Chrome will mark HTTP sites as insecure. Every site should be under HTTPS.

Service workers are where the power is. They act as a proxy. They allow us to say what we want to cache, what we want to go out to the network for; things that native apps have been able to do for a while. With progressive web apps we can cache the app shell and go to the network for content. Service workers can provide a real performance boost.

A manifest file is simply a JSON file. It’s short and clear. It lists information about the app: icons, colours, etc.

Once you provide those three things, you get benefits. Chrome and Opera on Android will prompt to add the app to the home screen.

So that’s what’s required for progressive web apps, but there’s more to them than that (in the same way there’s more to responsive web design than the three requirements in the baseline definition).

The hype around progressive web apps can be a bit of a turn-off. It certainly was for Jason. When he investigated the technologies, he wondered “What’s the big deal?” But then he was on a panel at a marketing conference, and everyone was talking about progressive web apps. People’s expectations of what you could do on the web really hadn’t caught up with what we can do now, and the phrase “progressive web app” gives us a way to encapsulate that. As Frances says, the name isn’t for us; it’s for our boss or marketer.

Jason references my post about using the right language for the right audience.

Should you have a progressive web app? Well, if you have a website, then the answer is almost certainly “Yes!” If you make money from that website, the answer is definitely “Yes!”

But there’s a lot of FUD around progressive web apps. It brings up the tired native vs. web battle. Remember though that not 100% of your users or customers have your app installed. And it’s getting harder to convince people to install apps. The average number of apps installed per month is zero. But your website is often a customer’s first interaction with your company. A better web experience can only benefit you.

Often, people say “The web can’t do…” but a lot of the time that information is out of date. There are articles out there with outdated information. One article said that progressive web apps couldn’t access the camera, location, or the fingerprint sensor. Yet look at Instagram’s progressive web app: it accesses the camera. And just about every website wants access to your location these days. And Jason knows you can use your fingerprint to buy things on the web because he accidentally bought socks when he was trying to take a screenshot of the J.Crew website on his iPhone. So the author of that article was just plain wrong. The web can do much more than we think it can.

Another common objection is “iOS doesn’t support progressive web apps”. Well, as of last week that is no longer true. But even when that was still true, people who had implemented progressive web apps were seeing increased conversion even on iOS. That’s probably because, if you’ve got the mindset for building a progressive web app, you’re thinking deeply about performance. In many ways, progressive web apps are a trojan horse for performance.

These are the things that people think about when it comes to progressive web apps:

Making it feel like a app
Installation and discovery
Offline mode
Push notifications
Beyond progressive web app

Making it feel like a app

What is an app anyway? Nobody can define it. Once again, Jason references my posts on this topic (how “app” is like “obscenity” or “brunch”).

A lot of people think that “app-like” means making it look native. But that’s a trap. Which operating system will you choose to emulate? Also, those design systems change over time. You should define your own design. Make it an exceptional experience regardless of OS.

It makes more sense to talk in terms of goals…

Goal: a more immersive experience.

Possible solution: removing the browser chrome and going fullscreen?

You can define this in the manifest file. But as you remove the browser chrome, you start to lose things that people rely on: the back button, the address bar. Now you have to provide that functionality. If you move to a fullscreen application you need to implement sharing, printing, and the back button (and managing browser history is not simple). Remember that not every customer will add your progressive web app to their home screen. Some will have browser chrome; some won’t.

Goal: a fast fluid experience.

Possible solution: use an app shell model.

You want smooth pages that don’t jump around as the content loads in. The app shell makes things seem faster because something is available instantly—it’s perceived performance. Basically you’re building a single page application. That’s a major transition. But thankfully, you don’t have to do it! Progressive web apps don’t have to be single page apps.

Goal: an app with personality.

Possible solution: Animated transitions and other bits of UI polish.

Really, it’s all about delight.

Installation and discovery

In your manifest file you can declare a background colour for the startup screen. You can also declare a theme colour—it’s like you’re skinning the browser chrome.

You can examine the manifest files for a site in Chrome’s dev tools.

Once you’ve got a progressive web app, some mobile browsers will start prompting users to add it to their home screen. Firefox on Android displays a little explainer the first time you visit a progressive web app. Chrome and Opera have add-to-homescreen banners which are a bit more intrusive. The question of when they show up keeps changing. They use a heuristic to decide this. The heuristic has been changed a few times already. One thing you should consider is suppressing the banner until it’s an optimal time. Flipkart do this: they only allow it on the order confirmation page—the act of buying something makes it really likely that someone will add the progressive web app to their home screen.

What about app stores? We don’t need them for progressive web apps—they’re on the web. But Microsoft is going to start adding progressive web apps to their app store. They’ve built a site called PWA Builder to help you with your progressive web app.

On the Android side, there’s Trusted Web Activity which is kind of like PhoneGap—it allows you to get a progressive web app into the Android app store.

But remember, your progressive web app is your website so all the normal web marketing still applies.

Offline mode

A lot of organisations say they have no need for offline functionality. But everyone has a need for some offline capability. At the very least, you can provide a fallback page, like Trivago’s offline maze game.

You can cache content that has been recently viewed. This is what Jason does on the Cloud Four site. They didn’t want to make any assumptions about what people might want, so they only cache pages as people browse around the site.

If you display cached information, you might want to display how stale the information is e.g. for currency exchange rates.

Another option is to let people choose what they want to keep offline. The Financial Times does this. They also pre-cache the daily edition.

If you have an interactive application, you could queue tasks and then carry them out when there’s a connection.

Or, like Slack does, don’t let people write something if they’re offline. That’s better than letting someone write something and then losing it.

Workbox is a handy library for providing offline functionality.

Push notifications

The JavaScript for push notifications is relatively easy, says Jason. It’s the back-end stuff that’s hard. That’s because successful push notifications are personalised. But to do that means doing a lot more work on the back end. How do you integrate with preferences? Which events trigger notifications?

There are third-party push notification services that take care of a lot of this for you. Jason has used OneSignal.

Remember that people are really annoyed by push notifications. Don’t ask for permission immediately. Don’t ask someone to marry you on a first date. On Cloud Four’s blog, they only prompt after the user has read an article.

Twitter’s progressive web app does this really well. It’s so important that you do this well: if a user says “no” to your push notification permission request, you will never be able to ask them again. There used to be three options on Chrome: allow, block, or close. Now there are just two: allow or block.

Beyond progressive web apps

There are a lot of APIs that aren’t technically part of progressive web apps but get bundled in with them. Like the Credentials Management API or the Payment Request API (which is converging with ApplePay).

So how should you plan your progressive web app launch? Remember it’s progressive. You can keep adding features. Each step along the way, you’re providing value to people.

Start with some planning and definition. Get everyone in a room and get a common definition of what the ideal progressive web app would look like. Remember there’s a continuum of features for all five of the things that Jason has outlined here.

Benchmark your existing site. It will help you later on.

Assess your current website. Is the site reasonably fast? Is it responsive? Fix those usability issues first.

Next, do the baseline. Switch to HTTPS. Add a manifest file. Add a service worker. Apart from the HTTPS switch, this can all be done on the front end. Don’t wait for all three: ship each one when they’re ready.

Then do front-end additions: pre-caching pages, for example.

Finally, there are the larger initiatives (with more complex APIs). This is where your initial benchmarking really pays off. You can demonstrate the value of what you’re proposing.

Every step on the path to a progressive web app makes sense on its own. Figure out where you want to go and start that journey.

See also:

Torre’s notes from this talk.

The Way of the Web | Jeremy Keith | Hooked On Code

Here are Torre’s notes on my talk at An Event Apart Seattle. (She’s been liveblogging all the talks.)

Navigating Team Friction by Lara Hogan

It’s day two of An Event Apart Seattle (Special Edition). Lara is here to tell us about Navigating Team Friction. These are my notes…

Lara started as a developer, and then moved into management. Now she consults with other organisations. So she’s worked with teams of all sizes, and her conclusion is that humans are amazing. She has seen teams bring a site down; she has seen teams ship amazing features; she has seen teams fall apart because they had to move desks. But it’s magical that people can come together and build something.

Bruce Tuckman carried out research into the theory of group dynamics. He published stages of group development. The four common stages are:

Forming. The group is coming together. There is excitement.
Storming. This is when we start to see some friction. This is necessary.
Norming. Things start to iron themselves out.
Performing. Now you’re in the flow state and you’re shipping.

So if your team is storming (experiencing friction), that’s absolutely normal. It might be because of disagreement about processes. But you need to move past the friction. Team friction impacts your co-workers, company, and users.

An example. Two engineers passively-aggressively commenting each other’s code reviews; they feign surprise at the other’s technology choices; one rewrites the others code; one ships to production with code review; a senior team member or manager has to step in. But it costs a surprising amount of time and energy before a manager even notices to step in.

Brains

The Hulk gets angry. This is human. We transform into different versions of ourselves when we are overcome by our emotions.

Lara has learned a lot about management by reading about how our brains work. We have a rational part of our brain, the pre-frontal cortex. It’s very different to our amygdala, a much more primal part of our brain. It categorises input into either threat or reward. If a threat is dangerous enough, the amygdala takes over. The pre-frontal cortex is too slow to handle dangerous situations. So when you have a Hulk moment, that was probably an amygdala hijack.

We have six core needs that are open to being threatened (leading to an amygdala hijacking):

Belonging. Community, connection; the need to belong to a tribe. From an evolutionary perspective, this makes sense—we are social animals.
Improvement/Progress. Progress towards purpose, improving the lives of others. We need to feel that we do matters, and that we are learning.
Choice. Flexibility, autonomy, decision-making. The power to make decisions over your own work.
Equality/Fairness. Access to resources and information; equal reciprocity. We have an inherent desire for fairness.
Predictability. Resources, time, direction future challenges. We don’t like too many surprises …but we don’t like too much routine either. We want a balance.
Significance. Status, visibility, recognition. We want to feel important. Being assigned to a project you think is useless feels awful.

Those core needs are B.I.C.E.P.S. Thinking back to your own Hulk moment, which of those needs was threatened?

We value those needs differently. Knowing your core needs is valuable.

Desk Moves

Lara has seen the largest displays of human emotion during something as small as moving desks. When you’re asked to move your desk, your core need of “Belonging” may be threatened. Or it may be a surprise that disrupts the core need of “Improvement/Progress.” If a desk move is dictated to you, it feels like “Choice” is threatened. The move may feel like it favours some people over others, threatening “Equality/Fairness.” The “Predictability” core need may be threatened by an unexpected desk move. If the desk move feels like a demotion, your core need of “Significance” will be threatened.

We are not mind readers, so we can’t see when someone’s amygdala takes over. But we can look out for the signs. Forms of resistance can be interpreted as data. The most common responses when a threat is detected are:

Doubt. People double-down on the status quo; they question the decision.
Avoidance. Avoiding the problem; too busy to help with the situation.
Fighting. People create arguments against the decision. They’ll use any logic they can. Or they simply refuse.
Bonding. Finding someone else who is also threatened and grouping together.
Escape-route. Avoiding the threat by leaving the company.

All of these signals are data. Rather than getting frustrated with these behaviours, use them as valuable data. Try not to feel threatened yourself by any of these behaviours.

Open questions are powerful tool in your toolbox. Asked from a place of genuine honesty and curiosity, open questions help people feel less threatened. Closed questions are questions that can be answered with “yes” or “no”. When you spot resistance, get some one-on-one time and try to ask open questions:

What do you think folks are liking or disliking about this so far?

I wanted to get your take on X. What might go wrong? What do you think might be good about it?

What feels most upsetting about this?

You can use open questions like these to map resistance to threatened core needs. Then you can address those core needs.

This is a good time to loop in your manager. It can be very helpful to bounce your data off someone else and get their help. De-escalating resistance is a team effort.

Communication ✨

Listen with compassion, kindness, and awareness.

Reflect on the dynamics in the room. Maybe somebody thinks a topic is very important to them. Be aware of your medium. Your body language; your tone of voice; being efficient with words could be interpreted as a threat. Consider the room’s power dynamics. Be aware of how influential your words could be. Is this person in a position to take the action I’m suggesting?
Elevate the conversation. Meet transparency with responsibility.
Assume best intentions. Remember the prime directive. Practice empathy. Ask yourself what else is going on for this person in their life.
Listen to learn. Stay genuinely curious. This is really hard. Remember your goal is to understand, not make judgement. Prepare to be surprised when you walk into a room. Operate under the assumption that you don’t have the whole story. Be willing to have your mind changed …no, be excited to have your mind changed!

This tips are part of mindful communication. amy.tech has some great advice for mindful communication in code reviews.

Feedback

Mindful communication won’t solve all your problems. There are times when you’ll have to give actionable feedback. The problem is that humans are bad at giving feedback, and we’re really bad at receiving feedback. We actively avoid feedback. Sometimes we try to give constructive feedback in a compliment sandwich—don’t do that.

We can get better at giving and receiving feedback.

Ever had someone say, “Hey, you’re doing a great job!” It feels good for a few minutes, but what we crave is feedback that addresses our core needs.

	General	Specific and Actionable
Positive Feedback	♥	♦
Negative Feedback	♣	♠

The feedback equation starts with an observation (“You’re emails are often short”)—it’s not how you feel about the behaviour. Next, describe the impact of the behaviour (“The terseness of your emails makes me confused”). Then pose a question or request (“Can you explain why you write your emails that way?”).

observation + impact + question/request

Ask people about their preferred feedback medium. Some people prefer to receive feedback right away. Others prefer to digest it. Ask people if it’s a good time to give them feedback. Pro tip: when you give feedback, ask people how they’d like to receive feedback in the future.

Prepare your brain to receive feedback. It takes six seconds for your amygdala to chill out. Take six seconds before responding. If you can’t de-escalate your amygdala, ask the person giving feedback to come back later.

Think about one piece of feedback you’ll ask for back at work. Write it down. When your back at work, ask about it.

You’ll start to notice when your amygdala or pre-frontal cortex is taking over.

Prevention

Talking one-on-one is the best way to avoid team friction.

Retrospectives are a great way of normalising of talking about Hard Things and team friction.

It can be helpful to have a living document that states team processes and expectations (how code reviews are done; how much time is expected for mentoring). Having it written down makes it a North star you can reference.

Mapping out roles and responsibilities is helpful. There will be overlaps in that Venn diagram. The edges will be fuzzy.

What if you disagree with what management says? The absence of trust is at the centre of most friction.

	Disgree	Agree
Commit	Mature and Transparent	Easiest
Don’t Commit	Acceptable but Tough	Bad Things

Practice finding other ways to address B.I.C.E.P.S. You might not to be able to fix the problem directly—the desk move still has to happen.

But no matter how empathic or mindful you are, sometimes it will be necessary to bring in leadership or HR. Loop them in. Restate the observation + impact. State what’s been tried, and what you think could help now. Throughout this process, take care of yourself.

Remember, storming is natural. You are now well-equipped to weather that storm.

See also:

Everything You Know About Web Design Just Changed by Jen Simmons

Alright! It’s time for the final talk of the day at An Event Apart Seattle (Special Edition). Jen is wrapping up a CSStastic afternoon with her talk Everything You Know About Web Design Just Changed. These are my notes…

Ready for another hour of layout in CSS? Well, Jen will be showing no code in this talk. She’s actually nervous about this particular talk. Is she really planning to say “Everything about web design just changed”? That sounds so clickbaity! But she really believes we’re at an inflection point. This may be the sixth such point in the history of the web. One of those points where everything changes and we swap out our techniques.

For the last few years, we’ve been saying that everything changed when mobile came along. But actually, the real fight has been going on for longer than that. It’s the battle between wanting art and dealing with how the web works.

There’s a seminal book called Creating Killer Websites by David Siegel from 1996. In it, he describes the first time he saw the same site in two different browsers. His reaction was panic. The web gave control to the user. David Siegel wanted more control. And that’s how we got spacer gifs and tables for layout.

What are the five major changes in the history of web design?

Simple HTML. There was only one kind of layout: flow layout. There’s no CSS, but the browser is still thinking of everything has having a box. Text takes up as much space as it needs. Images take up as much space as their size. This is flow. There wasn’t much you could do until tables came along. They were created for tabular content but abused for layouts. The “We need art!” crowd used what was available to them at the time. Lots of slicing and dicing.
Flash. It was hard to get HTML tables to work in multiple browsers. Flash seemed like an amazing chance to start over. And we could do things that were previously only possible in CD-ROMs. As a designer, you take an element and place it where you want to go on the stage (the UI tradition that goes all the way back to Xerox PARC). We made some crazy sites, explored a lot of possibilities, and got a lot of control. But the downside was the lack of accessibility. We went back to getting to grips with the web as its own medium. Jeffrey’s book, Designing With Web Standards, was a rallying cry to allow HTML to return to doing what it was meant to.
Fluid Layouts. This was a return to the way the web always behaved—content takes up as much room as it needs to. But this time there’s a certain amount of control over how things are laid out. Still, we pretended that nobody has screens smaller than 640 pixels or bigger than 1024 pixels. We still live with the idea of fluid columns today.
Fixed-Width Layouts. The “We need art!” crowd wanted more control than fluid layouts offered. We pretended that everyone’s screen was at least 640 pixels, or later 800 pixels, or later 1024 pixels.
Responsive Web Design. Unveiled by Ethan at An Event Apart Seattle in 2011: flexible grid; flexible images; media queries. It’s a return to fluid layouts, but the addition of media queries gives us more control. The idea of fluid image was a bit radical. Up until that point, we thought of images as always being their intrinsic size. But something Ethan said that day was “It’s not just about layout.” And it’s true. For the last eight years, it’s been about more than layout. You set out to redesign your website and end up redesigning your whole business. Responsive web design is, frankly, what the web is now.

But let’s talk about layout. What’s next? Intrinsic Web Design.

Why a new name? Why bother? Well, it was helpful to debate fluid vs. fixed, or table-based layouts: having words really helps. Over the past few years, Jen has needed a term for “responsive web design +”.

Responsive web design has flexible images. Intrinsic web design has flexible images …or fixed images. Whichever you want.

Responsive web design has a fluid columns. Intrinsic web design has fluid columns and rows.

Responsive web design uses media queries. Intrinsic web design doesn’t necessarily need them.

The name comes from words that have been floating in the ether. In Rachel’s talk, the words “sizing” and “intrinsic” came up a lot. This is about the nature of the web.

Let’s look at images specifically. Before responsive web design, images overflow their container if they are bigger than the container. Fluid images (as used in responsive web design) shrink and grow depending on the size of their container. You can also make images fluid in a vertical direction. If we make the image fluid vertically and horizontally, the image looks distorted. But now if we use object-fit: cover we can specify how we want the image to react.

Fixed or fluid? With grid layout, you can mix fixed and fluid. You can make a layout fluid until it hits a minimum size, at which point it stays fixed.

There are four stages of squishiness:

fixed
fr units (fluid)
minmax()(fluid until fixed)
auto (a return to flow)

That’s a powerful set of tools that may take us years to explore.

We can do truly two-dimensional layouts: rows and columns. Every one of those four stages of squishiness works for rows as well as columns. This means we can create intentional white space. Jen made a video about this and got the response that this was always possible, but it’s different now: it’s more intentional. You can set heights and widths.

We can have nested contexts now:

Flow
Flexbox (formatting context)
Grid (formatting context)
Multicolumn (formatting context)

Floats never created a new formatting context, which is why used clearfix. Now we don’t need hacks. You can mix and match, choosing the best layout tool for the job at hand. You can have a grid layout that has flexbox items within it. The Firefox dev tools allow you to inspect each layout type separately. You can use the nightly build to get the latest tools.

Then we’ve got ways to contract and expand content. We have more options now. For a while, we’ve had the option to squish and grow (e.g. with fluid images). Another is wrapping and reflowing (like we can do with text). Another option now is to add and remove whitespace. Maybe the content size doesn’t need to change; the whitespace shrinks and grows instead. An even more radical option now is to have things slide behind one another and overlap deliberately.

Sometimes you don’t even need to use media queries (meaning we’ve effectively got container queries). But we can still use media queries, as needed, to tweak the details.

So intrinsic web design is:

Fluid and fixed
Stages of squishiness
Truly two-dimensional layouts
Nested contexts
Expand and contract content
Media queries, as needed

We have a whole new sandbox that we can play in. You can find examples at labs.jensimmons.com.

See also:

Torre’s notes on this talk.

Monday, April 2nd, 2018

Fit For Purpose: Making Sense of the New CSS by Eric Meyer

Time for even more CSS goodness at An Event Apart Seattle (Special Edition). Eric’s talk is called Fit For Purpose: Making Sense of the New CSS. Here are my notes…

Eric isn’t going to dive quite as deeply as Rachel, but he is going to share some patterns he has used.

Feature queries

First up: feature queries! Or @supports, if you prefer. You can ask a browser “do you support this feature?” If you haven’t used feature queries, you might be wondering why you have to say the property and the value. Well, think about it. If you asked a browser “do you support display?”, it’s not very useful. So you have to say “do you support display: grid?”

Here’s a nice pattern from Lea Verou for detecting support for custom properties:

@supports (--css: variables)

Here’s a gotcha:

@supports (clip-path: polygon())

That won’t work because polygon() is invalid. This will work:

@supports (clip-path: polygon(0 0))

So to use feature queries, you need to understand valid values for properties.

You can chain feature queries together, or just pick the least-supported thing you’re testing for and test just for that.

Here’s a pattern Eric used when he only wanted to make text sideways, but only if grid is supported:

@supports (display: grid) {
    ...
    @supports (writing-mode: sideways-lr) {
        ...
    }
}

That’s functionally equivalent to:

@supports (display: grid) {
    ...
}
@supports (display:grid) and (writing-mode: sideways-lr) {
    ...
}

Choose whichever pattern makes sense to you. More to the point, choose the pattern that makes sense to your future self when you revisit your code.

Feature queries need to work together with media queries. Sometimes there are effects that you only want to apply on larger viewports. Do you put your feature queries inside your media queries? Or do you put your media queries inside your feature queries?

MOSS: Media Outside Support Statements
MISO: Media Inside Supports Object

Use MOSS when you have more media switches than support blocks. Use MISO when you only have a few breakpoints but lots of feature queries.

That’s one idea that Eric has. It’ll be interesting to see how this develops.

And remember, CSS is still CSS. Sometimes you don’t need a feature query at all. You could just use hanging-punctuation without testing for it. Browsers that don’t understand it will just ignore it. CSS has implicit feature queries built in. You don’t have to put your grid layout in a feature query, but you might want to put grid-specific margins and widths inside a feature query for display: grid.

Feature queries really help us get from now to the future.

Flexbox

Let’s move on to flexbox. Flexbox is great for things in a line.

On the An Event Apart site, the profile pictures have social media icons lined up at the bottom. Sometimes there are just a few. Sometimes there are a lot more. This is using flexbox. Why? Because it’s cool. Also, because it’s flexbox, you can create rules about how the icons should behave if one of the icons is taller than the others. (It’s gotten to the point that Eric has forgotten that vertically-centring things in CSS is supposed to be hard. The jokes aren’t funny any more.) Also, what if there’s no photo? Using flexbox, you can say “if there’s no photo, change the direction of the icons to be vertical.” Once again, it’s all about writing less CSS.

Also, note that the profile picture is being floated. That’s the right tool for the job. It feels almost transgressive to use float for exactly the purpose for which it was intended.

On the An Event Apart site, the header is currently using absolute positioning to pull the navigation from the bottom of the page source to the top of the viewport. But now you get overlap at some screen sizes. Flexbox would make it much more robust. (Eric uses the flexbox inspector in Firefox Nightly to demonstrate.)

With flexbox, what works horizontally works vertically. Flexbox allows you to align things, as long as you’re aligning in one direction. Flexbox makes things springy. Everything’s related and pushing against each other in a way that makes sense for this medium. It’s intuitive, even though it takes a bit of getting used to …because we’ve picked up some bad habits. To quote Yoda, “You must unlearn what you have learned.” A lot of the barrier is getting over what we’ve internalised. Eric envies the people starting out now. They get to start fresh. It’s like when people who never had to table layouts see code from that time period: it (quite rightly) doesn’t make any sense. That’s what it’s going to be like when people starting out today see the float-based layouts from Bootstrap and the like.

Grid

That’s going to happen with grid too. We must unlearn what we have learned from twenty years of floats and positioning. What makes it worth is:

Flexbox and grid are pretty easy to get used to, and
It’s amazing what you can do!

Eric quotes from an article called How We adopted CSS Grid at Scale:

…we agreed to use CSS Grid at the layout level and Flexbox at the component level (arranging child items of components). Although there’s some overlap and in some cases both could be used interchangeably, abiding by this rule helped us avoid any confusion in gray areas.

Don’t be afraid to set these kind of arbitrary limits that aren’t technological, but are necessary for the team to work well together.

Eric hacked his Wordpress admin interface to use grid instead of floats for an activity component (a list of dates and titles). He initially turned each list item into a separate grid. The overall list didn’t look right. What Eric really needed was a subgrid capability, so that the mini grids (the list items) would relate to one another within the larger grid (the list). But subgrid doesn’t exist yet.

In this case, there’s a way to fake it using display: contents. Eric made the list a grid and used display: contents on the list items. It’s as though you’re saying that the contents of the li are really the contents of the ul. That works in this particular case.

The feature queries for that looked like:

@supports (display: grid) {
    ...
    @supports (display: contents) {
        ...
    }
}

Eric is also using the grid “ASCII art” (named areas) technique on his personal site. This works independent of source order. For that reason, make sure your source order makes sense.

Using media queries, Eric defines entirely different layouts simply by using different ASCII art. He’s switching templates.

For a proposed redesign of the An Event Apart site, Eric used CSS grid as a prototyping tool. He took a PDF, sliced it up, exported JPGs, and then used grid to lay out those images in a flexible grid. Rapid prototyping! The Firefox grid inspector really helps here. In less than an hour, he had a working layout. He could test whether the layout was sensible and robust. Then he swapped out the sliced images for real content. That took maybe another hour (mostly because it was faster to re-type the text than try to copy and paste from a PDF). CSS makes it that damn easy now!

So even if you’re not going to put things like grid into production, they can still be enormously useful as design tools (and you’re getting to grips with this new stuff).

See also:

Torre’s notes from this talk.

Graduating to Grid by Rachel Andrew

It’s time for a gridtastic afternoon at An Event Apart Seattle (Special Edition). Kicking it off is Rachel with her talk Graduating to Grid. Here are my notes…

When Rachel spoke at An Event Apart last year, grid layout was still on the horizon. Then in March 2017, Chrome, Safari, and Firefox all shipped within weeks of one another. Then at An Event Apart Seattle last year, Edge announced that they were shipping too. So within a very short time, CSS grid got really good browser support.

What’s it like being in the middle of a launch of a big new CSS feature? Very quickly, we had 90% browser support. Suddenly it wasn’t just Jen and Rachel talking about grid—everyone was talking about grid. It involved a lot of email. Alas, Rachel couldn’t answer all those questions (she has a job, after all) but she did start collecting those questions. She found that people were excited, confused, and scared. So much to learn!

Rachel put out a survey and asked “How do you feel when a new CSS feature is announced?” Responses included “Oh, no!” and “Tired.” Some of us in the audience can, no doubt, identify with that.

People started emailing Rachel asking for her blessing. Were they doing the right thing? But Rachel can’t tell you what to do. She’s not in your situation. But she can help you develop the skills to make those decisions yourself. She can offer you confidence. She wants everyone to be the amazing CSS layout person on their team. That’s what this talk is for.

First of all, you need to understand CSS. There’s no shortcut here. But that doesn’t mean you need to learn every single property and value by heart. That’s not what CSS is about. That’s like learning phrases in a foreign language—knowing the words for “coffee” or “beer” doesn’t help you grok the language. It’s the same for CSS. There are some core ideas that help CSS layout make sense. You probably have an understanding of them already, but maybe you don’t have the right words for them.

At the heart of this is the first word in the language we’re talking about: cascading. You need to understand the (much-maligned) cascade. And you can’t talk about the cascade without encountering specificity. The MDN page on the cascade and specificity is a good explanation.

Then there’s dimensions. In any language with a horizontal writing mode, the inline dimension runs left to right or right to left, and the block dimension runs down the page from top to bottom. In vertical writing mode, it’s different.

In grid, we talk about the inline axis as rows, and the block axis as columns.

Sizing matters. It has become obvious that no one understands how big anything is. We’re living in a world where you don’t control the size of things.

In older float-based systems, everything is given a percentage. As long as our percentages don’t exceed 100%, everything’s okay. And we’ve got wrappers to keep things within rows. We end up with something that looks like a grid. It involves us doing a lot of calculating. You can do this with flexbox too, but it’s much the same—figuring out percentages. These past layout methods create the appearance of a grid by lining things up.

With the new layout, we don’t have to do the calculations. We need to understand CSS intrinsic sizing and extrinsic sizing (say that ten times fast).

With a regular div, you’ve got a block-level element. The box will stretch as far as it will go, to the viewport width by default. You can specify an intrinsic size by saying, say, width: 500px. That makes 500 pixels wide in the inline direction.

However the content of the box has a size. The maximum size of a string of text is how much space it would take up if it never wrapped. The minimum size is the space it would take up if everything wrapped. Now in CSS we can say width: min-content or width: max-content.

Let’s say our div was in a container that had a width of 20em. The max-content of the contents of the div (which is more than 20 ems) is wider than the width of the div and so the content overflows.

In flexbox, let’s say we’ve got a flex container with four items and we’ve declared that each one should take up max-content. Each item takes up as much space as it needs. Each one uses max-content as its starting point, and then width is removed to make all four items fit in the container. flex: 1 1 auto will distribute space according to the content. flex: 1 1 0 will distribute the space equally (you’re effectively saying that the max-content is zero).

It’s similar with grid layout but with slight differences. Flexbox is starting from max-content and taking space away. Grid is starting from min-content and adding space.

Those content keywords aren’t well supported outside grid layout. They’re safe to use for track sizing.

grid-template-columns: repeat(4, min-content);

That will make everything squished down.

grid-template-columns: repeat(4, max-content);

That one will probably cause an overflow.

grid-template-columns: repeat(4, fit-content(15ch));

That one will make 15 characters an upper limit!

You can make a grid layout using fr units and grid-gap. No need for figuring out percentages. You can use percentages if you like though. You can use percentages for gaps, for example.

Remember, you don’t have to stick with a twelve column grid. Slack started with that because it was what they were used to. Then they realised they didn’t have to.

Imagine a media object pattern, where you don’t want the image to ever be bigger than 300 pixels.

grid-template-columns: fit-content(300px) 1fr

As Rachel creates more layouts with grid, she finds she’s using less and less CSS, which is great. The browser is doing the work. That matches the reality of the situation where you don’t know the size of your content in advance—long titles, and so on.

This is not exciting. But it will let you do exciting things. Learning about sizing is the CSS equivalent of eating your vegetables or getting enough sleep.

“Why is all of this so complicated?”, is something Rachel hears a lot. It’s like all software. People want all the features, and they also want it to be easy to use.

More capability and flexibility means more to learn. But it’s worth remembering that you don’t have to learn everything at once. Once you switch your mindset to the grid way of thinking (where you define things on the layout) it gets easier. It’s all just lines.

If you name your grid lines, e.g. “content-start” and “content-end”, you automatically get a named area called “content.”

It works the other way around too. If you create an area called “content”, you automatically get lines named “content-start” and “content-end”.

You don’t have to use any of that. You have real choice for the first time.

A lot of the assumptions we’ve had in the past about what isn’t possible don’t hold up any more. You can now ask, “what’s the best way to do this?” instead of asking “which patterns does our framework give us?”

Well, that’s fine, you might be thinking, for shiny new things. But what if you’re building things that have an old codebase? Rachel asked “How old is the oldest CSS in your project?” in her survey. People have code that’s over ten years old. But old CSS in your codebase doesn’t mean you can’t use new CSS. You can design components or a section of a page using a new technique. This is where understanding CSS comes in really useful—the cascade, especially.

Rachel shows an example of a page made with Bootstrap. She drops a grid component into that layout. It works fine. Nothing explodes. They coexist side by side.

You can create systems with new layout. You’ve got a lot of choice. You can start to make decisions about which layout method works best for different situation. Other layout methods still exist. Don’t try to recreate floats within grid—just use floats. It’s like when we moved from tables for layout, some people went too far and stopped using tables for tabular data. If you need content to flow around an element, float that element. Likewise, if you’re doing layout in just one dimension, you don’t have to use grid; use flexbox.

Off-the-shelf frameworks are designed to solve generic problems. We end up solving problems we don’t have. Do you want your project to inherit the CSS problems of the rest of the world? Solving your specific problems only will result in lighter, easier to understand code.

You don’t need to lean on somebody else’s framework to get reusable code for your project and your team.

What about working with less capable browsers? (these may not always be old browsers). Let’s go back to 2006 and Yahoo’s graded browser support matrix. It was updated quarterly. It was useful. A lot of discussion around browser support was happening with a lack of understanding on one side (bosses, clients) meeting a lack of confidence on the other (developers). Yahoo’s browser support matrix gave us ammunition. If it was okay for Yahoo to say that it was okay for certain browsers to not receive certain features, then that argument was easier to make.

A lot of the discussion now is about older Internet Explorer—IE11 comes up a lot. If IE10 and 11 are your oldest supported versions, you can use the ms- prefixed grid layout.

Some people are using devices that aren’t updating to new browsers. UC browser for Android is used a lot. It’s very popular in India (35% usage). Many browsers without grid support are mobile browsers, popular in areas where data is expensive.

People want a magical grid polyfill that will make grid work in non-supporting browsers. Please stop asking for that! Why, oh, why would you send more JavaScript to less-capable devices!

You can use feature queries to ask if a browser supports a feature before using it. The great thing about doing this is that you are future-proofing: as browsers get support for features, your code works automatically.

You can create complex layouts for browsers that support them with a few lines of CSS. Being able to do new cool stuff is great. Saving developer time is great. But making the web available to everyone …that’s exciting!

To wrap up, Rachel recounts some of the other responses to her survey. People said they were “Excited!”

See also:

Torre’s notes from this talk.

Scenario-Driven Design Systems by Yesenia Perez-Cruz

I’m at An Event Apart Seattle (Special Edition) taking notes during the talks. Here are my notes from Yesenia’s presentation…

In the last few years, we’ve seen a lot of change in web design as we have to adapt to so many viewports and platforms. We’ve gravitated towards design systems to manage this. Many people have written about the benefits of design systems, like AirBnB.

But how do you define a design system? You could say it’s a collection of reususable components.

Donella Meadows wrote Thinking in Systems. She said:

A system is an interconnected group of elements coherently organized in a way that achieves something.

A good design system inspires people to work with it. A bad system gets bloated and unusable. Yesenia has seen systems fail when there’s too much focus on the elements, and not enough focus on how they come together. Yesenia has learned that we should start our design systems, not with components, or modules, or legos, but with user scenarios.

Yesenia works at Vox Media. They have eight editorial networks. Two and a half years ago, they started a project to move all of their products to one codebase and one design system. Maintaining and iterating on their websites was getting too cumbersome. They wanted to shift away from maintaining discrete brands to creating a cohesive system. They also wanted to help their editorial teams tell stories faster and better.

It was hard. Each brand has its own visual identity, editorial missions, and content needs. So even though they wanted eight brands to use one design system, there needed to be enough flexibility to allow for unique needs.

There were some early assumptions that didn’t work. There was a hunch that they could take smaller modular components to address inconsistencies in design: layout, colour, and typography. They thought a theming system would work well. They started with layout modules, like three different homepage hero elements, or four different story blocks. They thought they could layer colour and typography over these modules. It didn’t work. They weren’t reflecting critical differences in content, tone, and audience. For example, Curbed and Recode are very different, but the initial design system didn’t reflect those difference.

That brings us back to Donella Meadows:

A system is an interconnected group of elements coherently organized in a way that achieves something.

They weren’t thinking about that last part.

They learned that they couldn’t start with just the individual components or patterns. That’s because they don’t exist in a vacuum. As Alla says:

Start with language, not systems.

They started again, this time thinking about people.

What’s the audience goal?
Is there a shared audience goal across all brands or are there differences?
What’s the editorial workflow?
What range of content should this support?

This led to a much better process for creating a design system.

Start with a fast, unified platform. It should load quickly and work across all devices. All patterns should solve a specific problem. But that doesn’t mean creating a one-size-fits-all solution. A design system doesn’t have to stifle creativity …as long as the variants solve a real problem. That means no hypothetical situations.

Identify scenarios. Brad uses a UI inventory for this. Alla talks about a “purpose-directed inventory”. Map core modules to user journeys to see how patterns fit together in the bigger picture. You start to see families of patterns joined together by a shared purpose. Scenarios can help at every level.

The Salesforce design system starts by saying “Know your use-case.” They have examples of different patterns and where to use them. Thinking in user-flows like this matches the way that designers are already thinking.

Shopify’s Polaris system also puts users and user-flows at the centre: the purpose of each pattern is spelled out.

The 18F Design System doesn’t just provide a type system; it provides an explanation of when and where to use which type system.

At Vox, “features” are in-depth pieces. Before having a unified system, each feature looked very custom and were hard to update. They need to unify 18 different systems into one. They started by identifying core workflows. Audience goals were consistent (consume content, find new content), but editorial goals were quite different.

They ended up with quite a few variations of patterns (like page headers, for example), but only if there was a proven content need—no hypothetical situations.

Brand expression for features is all about the details. They started with 18 very different feature templates and ended up with one robust template that works across device types but still allowed for expression.

The “reviews” pieces had a scorecard pattern. Initially there was one unified pattern that they thought would be flexible enough to cover different scenarios. But these scorecards were for very different things: games; restaurants, etc. So people’s needs were very different. In the end, instead of having one scorecard pattern, they created three. Each one highlighted different content according to the user needs.

Homepages were the most challenging to unify. Each one was very distinct. Identifying core workflows took a lot of work.

What’s the value of the homepage? Who is the audience? What are they looking for?

They talked to their users and distilled their findings down into three user goals for homepages:

What’s new?
What’s important?
What’s helpful?

Those needs then translated into patterns. The story feed is there to answer the question “What’s new?”

When it came to variations on the home page, they needed to make sure their design system could stretch enough to allow for distinctly different needs. There’s a newspaper layout, an evergreen layout, a morning recap layout.

Again, Alla’s advice to focus on language was really helpful.

In the process of naming an element, you work out the function as a group and reach agreement.

The last piece was to have a scalable visual design system. Brands need to feel distinct and express an identity. They did this by having foundational elements (type scale, colour system, and white space) with theming applied to them. Thinking of type and colour as systems was key: they need to cascade.

But how do you tell good variation from bad variation? Variation is good if there’s a specific problem that you need a new pattern to solve—there’s a user scenario driving the variation. A bad variation is visual variation on components that do the same thing. Again, the initial design system provided room for “visual fluff and flair” but they were hypothetical. Those variations were removed.

The combination of a scenario-driven system combined with theming allowed for the right balance of consistency and customisation. Previously, the editorial team were hacking together the layouts they wanted, or developers were creating one-off templates. Both of those approaches were very time-consuming. Now, the reporters can focus on telling better stories faster. That was always the goal.

There’s still a lot of work to do. There’s always a pendulum swing between consistency and variation. Sometimes the design system goes too far in one direction or the other and needs to be recalibrated. They want to be able to add more detailed control over typography and spacing.

To wrap up:

Successful design patterns don’t exist in a vacuum.
Successful design systems solve specific problems.
Successful design systems start with content and with people.

See also:

Older »