Wednesday, March 4, 2015

What is Usability and How Does it Relate to Business?

Your business is relying more heavily on technology than it ever has, and it is likely to continue in that direction. But in order for your technology to work for your business and make it successful, there must be at least some degree of usefulness to your technology.

That may sound like a no-brainer at first, considering that it is the entire reason your business has adopted technology. However, a surprising number of enterprises fail to adhere to usability and user design principles. Usability, as it suggests, is the field of studying a document’s usefulness to the user. How easy is the website to navigate? Is there enough white space? Is information structured logically? Are elements easy to find? These are just some of the questions a usability test might attempt to answer.

Schedule a Usability Test

If you want your organization to succeed, and you want to improve the quality of your information, consider scheduling a usability test with participants that will offer insight into your publications or information systems. The results of the test should help you determine the areas of your information and design that need to be improved. It can help establish what works and what doesn’t work. Web usability testing is the most common type of usability test, that is usability testing of a website. Any type of document or information system can be put to the test, however, internal or external. A consultant that is familiar with usability testing can test for these issues.

The Era of Responsive Design

User design has become a major development over the years in websites, applications and other information systems. The idea is to make information as easy and intuitive to understand and access as possible. Two terms have developed in this field: User interaction (UI) and User Experience (UX). UI refers to the usefulness of an application or site’s functionality as it relates to the user, and user experience refers to the form or design aspects that help the user locate information or appreciate the visual quality of the content. Usability testing can help determine if your UI/UX should be improved and how.

Eye Tracking

Eye tracking, believe it or not, has been employed as a way of studying usability for decades. Google uses eye tracking to study the interaction between a user and their behavior on a webpage to determine the best way to serve ads to users online. Eye tracking works by providing a heatmap that can visually display user behavior, such as where their eyes spent the most time observing elements on a page.

This data is important for organizations to understand where their users are going on their websites or other documents and how they are interacting with them. Most of the content in the right-hand column of many pages, for example, is often unnoticed or less noticed than content on the left, or at the very top of the page. Users spend very little time attempting to locate data online. On mobile devices, the time frame is even shorter. You must catch the user’s attention immediately, literally.

Information Context and Logic

Information should have context and proper logic if anyone is ever expected to try to understand it. Usability testing can help make sure that information is not only relevant and useful, but that its context and logic follow guidelines on how content should be created and implemented.

The information itself has to be of good quality to start with. Bad information tends to be ignored, especially in today’s culture of fast-paced computer-based interactions. The metrics for usability should not stop at the screen. In other words, it’s not all just about design. Design must be handled appropriately, but information quality, context and logic are just as important because that is the treasure inside the packaging that the user expects to acquire.

Information must follow logical order in terms of navigation, themes, key ideas, narration, order of operations, etc. These elements are extremely important to users who have expectations of how information should be presented to them. Their assumptions should guide your inspiration for method and mode of delivery.

Maintain Reputation and Trust

A part of usability that is rarely discussed is trust and reputation. These are important factors as digital technology becomes involved in nearly all facets of life today. Now, Google, the largest search engine and search enterprise, rewards websites with better search rank if they have a Secure Sockets Layer (SSL) certification. That shows you how important this has become. The Internet is threatened by criminals and others who are making legitimate business difficult with their scams.

Getting a SSL certificate is one way to maintain your security, reliability and reputation. It also will build some trust. Using sub-domains rather than an actual primary domain for your company is another reason users will not trust your business. Your business should have its own domain. Company information like addresses, phone numbers, staff names, company biographies and author biographies also help reinforce trust.

Other Elements for Usability

Information architecture is important for usability. One important element is page outline and mechanics. Users like to see information laid out on the page very organized and clear, so they can index the information for what they need and ignore what they don’t (immediately) need. Breaking content up into clear titles/subtitles, callout boxes, bulleted or numbered lists and other page design elements will improve the quality of your information and if it is hosted on a public website, it will even rank higher in Google and other search services.

Social media is also become part of the usability process. Is content easy to share online?

Also, examine the content’s links and other elements for consistency and clarity. Approach each element with a cautious editor’s eye to make sure that the elements are working as much to the user’s advantage as possible.

Tuesday, February 24, 2015

508 Compliance and Content Management

Section 508 compliance seems tricky and confusing, but its implementation on content management systems is vital for many organizations. According to the United States Census Bureau, about one in five Americans are impaired with some sort of disability. That is a rather large number of people that you do not want to ignore.

All federal and state agencies of the U.S. government are required to meet section 508 standards for accessibility. This law was established in 1998 to require that all technology used by the federal government to be accessible to those with disabilities. This includes those with visual, audible, physical or cognitive impairment.

Assistive Technology

Those with disabilities often use assistive technology. This would include things like screen readers for the visually impaired user. Jaws and Microsoft Narrator are a couple of popular software titles that are used for these purposes.

The Standards of 508 Section

There were 16 standards developed to make information and technology accessible to users with disabilities. These standards are the core requirements to making your content section 508 compliant with the federal government. There is no one automated solution that will magically make your site compliant, unfortunately.

These days, it is still a mix of manual and automated processes that drive a site’s compliance. Below are the 16 standards. Sites must be accessible by keyboard only (without a mouse). All screens should be readable by screen readers that can also display alt tags and descriptions of images. Closed captioning should be available (or transcripts of audio/video). Online forms should be able to completed using assistive technology (or only the keyboard).

Good Tips for Usability

Good technology applies great user experience, user interaction and design principles. This is often referred to as UX/UI in the creative and IT industries. The two terms evolved from the guidance involved in usability principles, an area of expertise that has grown over several decades.

Good usability means the user is able to quickly perform a task with little to no difficulty. This often involves employing sensible and logical navigation, understandable required action items, well defined terms, clean design and smooth workflows. There are other options to consider that vary from project to project, but these are the most basic caveats to understand when dealing with usability as it pertains to section 508 compliance.

Software and Technology Function Essentials for Section 508

The software and technology fundamentals here are designed to make computing life a bit easier for those with a disability. Your CMS should follow these guidelines and tips. Remember that all things should be executable from the computer keyboard, without a mouse. Some people can’t use a mouse. This should include shortcuts, object/image manipulation and dropdown list operation to name a few on the computer keyboard side. StickyKeys, FilterKeys, MouseKeys and High Contrast are some useful functions for this.

Your organization should also maintain a well-defined on-screen solution for focusing. An indicator that moves with the other interface elements is the preferred method for your CMS. Assistive technology should help with focus controls.

Web browsing comes natural to most of us that can use all five senses, but someone with impairment will have trouble. That is why it is important to have sufficient information about the user interface, such as identity, operation and state of the elements, available to the assistive technology. An image that represents a program element (icons) should also display text to define that process. Meaning should also be consistent with icons or bitmap images that are used to define elements of an application.

Textual information should be provided through the operating system’s (OS) functionality for text display. Text content, text input caret location and text attributes are the minimum textual information that should be displayed in the CMS.

Display options also need to be tweaked for this with vision impairment. For example, applications should never override a user’s selected contrast levels or color selections on the screen. Display functions should accommodate those with a disability. When there is animation, it should also be available to users as non-animated content or information. The user should also be able to choose the presentation mode of this content prior to viewing or consuming it.

Organization is also key for some. For instance, for section 508 compliance in the CMS, it is important to label items clearly so they may be easily understood. Color coding or highlighting items should not be the sole way to handle the process of conveying information, indicating an action, prompting a response or distinguishing a visual element. A large range of color and contrast items also helps users stay organized with large loads of information that may need to be categorized and organized in a certain fashion within folders, directories, etc.

There are also some key elements to avoid. One good example is blinking or flashing elements. Not only can they be annoying and distracting, but they can also be problematic for the end user. The frequency should be somewhere between 2 Hz and 55 Hz.

Assistive technology should also be available to users who are filling out digital forms. It should be able to assist with accessing information, modifying information and submitting information.

Contextual information is also very important. Users with all five senses may take certain elements for granted, but these items should be accessible to those with disabilities too. Items in color should also be available without it, like markup or context clues for the user. Documents should be readable without a style sheet. Redundant text links should be there for each active region of a server-side image map (replacement of image elements with text elements). Table data should be clearly defined, including row or column headers. Even frames should be clearly defined as an element.

There are many other standards and compliance rules of thumb to follow. It is best to consult with an expert on maintaining section 508 compliance.

Monday, February 9, 2015

Using Big Data Efficiently in 2015

Will 2015 be the year that your enterprise be able to finally harness all of that customer data that they have compiled over the years? Will there be ways to organize and use this information to impact the bottom line? Indeed, this data has become a form of capital for enterprises. So what will change in 2015?

Big Data Brands to Watch

Here are the areas to watch: secure storage and backup with encryption, reliable data management and data visualization (DV) are key ingredients as far as next generation big data software is concerned. 

As far as vendors are concerned, there are several players in the space including Twitter-owned Lucky Sort, Tableau, Advanced Visual Systems, JasperSoft, Pentaho, Infogram Tibco, 1010 Data, Salesforce, IBM, SAP, Hewlett-Packard, SAS, Oracle, Dell and Cisco Systems. These are a mix of independent and majors, but all have solid reputations in the industry. Choosing which one depends on numerous factors like budget, IT systems already in place, preference, reaquirements, etc.

The Coming Influx of Big Data

Big data must be useful and many professionals within all sorts of organizations are actively seeking out ways to use the data they have collected, rather than just consuming it.

Is your organization prepared for the influx of new users and devices that will flood the Internet and electronic communications, encapsulating customer interactions more than ever before? Many enterprises could be unprepared for the massive wave of data coming as billions of devices join the Internet. More devices, not just smartphones and computers, will be connected, bringing more data into organizations' servers. 

Gartner reportedly estimated the Internet of Things, or IoT, market at 26 billion devices by 2020 and Cisco thinks it will add $14 trillion in economic value by 2020. These devices include everything from household and office electronics and appliances to industrial manufacturing equipment. IoT will increase big data exponentially. It will hit pretty much every industry in a big way, but planning and preparing for the road ahead can ensure at least some adaptability for 2015 and beyond.

How to Deal With Data

Assess your organization's needs thoroughly including a checklist of IT systems in place and what needs or opportunities exist there. IT management will likely find a multitude of ways to incorporate new systems or upgrades through the right software options. Try to find robust, dynamic systems that are tailored to the way information is used or may be used within and outside the organization. Also, explore ways to improve customer relationships through the targeting and taxonomy of their data. Big data will be a more useful asset in 2015.

After you have taken the time to make an assessment of need and checklist for problem areas, you have to implement changes so that you can make the most of your information. You want to absolutely make sure that the data that you have collected from customers, suppliers, personnel and others is accessible, useful and organized. 

For example, a good search software that can access thousands of records and display results based on varying factors is a great way to handle the problem of search. Great search software is sometimes already a part of your organization’s CMS or other software for handling data and is just may not be fully utilized to make search more useful or easier.

Using Enterprise Search

Enterprise search applications vary by brand, but you may recognize a few of the names immediately from the larger tech firms such as IBM, HP and Microsoft. There are also open source options. Other vendors include Oracle, LucidWorks, Lexmark Perceptive Software, Sinequa and others. Sharepoint is probably one of the most popular options, which is also a tool for collaboration available from Microsoft. Google and IBM are also top companies in search technology. Many systems support multiple languages too.

HP is a great example of useful search for enterprise. Their flagship system is appropriately named Autonomy. Autonomy can index, or “crawl” (a search software term) millions of records including various types of content like documents, audio, video and social media. Employees and customers have come to expect a great system of search within their companies as expectations for technology have continued to climb higher due to a surge in search application use (such as Google searches on the web).

There are some important facets to search applications that should be noted. The HP Autonomy system, for instance, is capable of searching based on concept and context. This is becoming much more important in the era of big data. Searching through such large volumes of data requires some scrutiny to access the right information assets. Enterprise search applications can help with this obstacle.

Start with Little Data

It has been suggested that to deal with big data, you must first deal with little data. We are talking about metadata of course. Metadata are bits of information that can offer insight to content, helping to optimize search. Essentially it is information about information. Metadata can provide that context and concept information we referenced earlier in search applications.

Working with metadata can help with the overall process of keeping data organized and easy to access. The smaller pieces of information come together to become big information sets. Your team must start there to adequately solve this information overload problem.

Start by analyzing the exact needs or perceived functionality of the information. Taxonomy and terminology can be critical. Defining terms and putting them into contextual and conceptual order will help to provide a road map to access and utilize all of your team’s critical business data. This way, your data will actually become more valuable, too. Your information assets need to be managed in order to fully take advantage of them.

Some Big Data Tips

Here are some general tips to help with organizing and using your data assets:

  • Perform usability testing of your organization’s tools for data management.
  • Develop compliance and governance model for handling information.
  • Develop master data management (MDM) plan to reinforce and promote compliance.
  • Assess taxonomy and develop a controlled vocabulary to keep data structured.
  • Compress files (such as PDF documents) when necessary to save on storage cost.

Thursday, January 29, 2015

Taxonomy in the Age of Agile and Shadow IT

Marketing Meets IT and Merges

Information presented to customers must be capable of meeting near-instant information demands in a multitude of perspectives. This includes all end users, internal and external. Organizations will need to continue to be versatile and clever in their approach to data management.

Digital marketers are becoming quite clever in dealing with data, using it to persuade their (or their clients’) customers or potential customers. Taking principles from usability, marketers now use terms such as “user design”, “user experience” (UX) and “user interaction” (UI) and develop specialty roles to turn data into the most pleasant user experience possible. The food, beverage and hospitality industries aren’t the only ones in the experience this issue. Every industry is.

Build to Further Understand

Taxonomy and information architecture is not just about designing a great way to organize content for the end user. Taxonomy can also be used to understand data. Information, its structure and agility are keys to modern design techniques where such vast volumes of data exist.

Your organization can benefit from developing taxonomy for your organization’s information. Designing your information flow isn’t always as easy as it sounds. Consulting with a trusted professional that can analyze various aspects of your business is often needed to alleviate the stresses of a complex business taxonomy. A specialist can take your data and help you make sense of it. Whether you are a hospital that needs to define protocols for accessing patient data or a retail website seeking comprehensive analysis of information about web traffic, an internal audit of information systems can help to get you on the right track toward efficiency.

Start with assessing your digital (and even non-digital) tools to determine problem areas within the organization such as incomplete records or inconsistent rules or terms. The way in which systems communicate with customers, employees or other stakeholders is important to consider as well. Check that these systems can perform essential functions properly and that proper access and other rules are clearly defined. A master data management solution will help with this. Many fortune 1000 companies are going this route to deal with their organization’s information.

Agile Systems Will Assist in Achieving Maximum Comprehension

The right information asset management tools make all the difference. Having software for terms and concepts will provide users within the organization the right context for use. Thesaurus management, ontology software, metadata or cataloging software, auto-categorization, search, and other tools used in concert will keep the stability.

For example, in dealing appropriately with taxonomy, an agile system including auto-categorization and search tools (including text mining) would contain pre-installed user editable and non-editable taxonomies, be able to auto-generate editable taxonomies, support import of editable and non-editable taxonomies. To be agile for any number of end user type, these must be able to play out in several different varying combinations.

The same principle applies to other software categories like content management or thesaurus software. Search functions, for example, are more useful to the end user when they contain spell-checking functions or multiple display options. Remember, these principles apply to both the internal and external users. Remember that information architecture mastered on the inside will translate better to the outside.

Taxonomy and information architecture should be the foundation of an enterprise view of the customer. So how must an organization view its own vocabulary? Ensure that your master data management is interpreting terms consistently and includes context for those terms. Without context, people are often left searching for clues instead of getting the information they came for.

Maintaining Culture While Establishing Order

The above phrase sounds more like a political statement than one of taxonomy. However, when you think about it from a business perspective, it makes some sense. When you are implementing your agile system for taxonomy and information architecture, you don't want to disrupt the critical flow of business nor the information that is required to actually do business.

What you do want is to be able to open the pipeline of information further to increase productivity and enable efficient processes within the organization. That statement sums up the general need to implement an agile system for handling information.

Part of the solution to this is governance and compliance controls. By introducing hard controls for governance and compliance, you are forming a backbone with controls for how systems are using and integrating data. Your taxonomy, metadata and other information may connect business processes or even use content to complete or help complete a variety of tasks.

The exact structure of any organization varies from enterprise to enterprise and in parallel does their culture. This contrast can be reckoned with reason. The key to being able to harness information collectively, selectively and to varying degree is what will make the major difference in opening that pipeline up with controls in place to establish order.

Taxonomy Soup: Collaboration, Integration and Access

Here is analogy to social science: Just as the language of a region or culture may vary in dialect, so too does the language of business. The language of business can be quite diverse. Between industries, organizations, departments, fields of study/practice and a wide variety of other factors, confusion exists. The real benefit to a system with agility is the ability to communicate more efficiently. The combination of collaboration, integration, and access are the key ingredients to making the perfect taxonomy soup.

The ability to sort terms is very important and will become even more important in the big data era. A great system will be one that can differentiate taxonomy with due diligence. Collaborating will become more efficient this way.

By integrating data that does not fit into the dialect of terms, the organization will be able to make better use of its information assets, whatever they may be. This includes getting all of the information into the right places and ultimately into the right hands in the correct way. Policies and procedures are important examples of such data.

Analyze Your Needs Carefully

Take a look around your organization. Take notes on every detail you can to make an informed decision about what to implement and where. Consulting with a professional is the next step. The aforementioned details of creating an agile environment for taxonomy and information architecture within an enterprise of nearly any size are helpful in beginning to form a strategy for handling your enterprise information. Consulting a professional will help alleviate the overwhelming and burdensome task of data complexity.

Monday, January 12, 2015

Making Information Easier to Find Becomes Ever More Important

Taxonomy is becoming so much more important in the digital age that entire enterprises may one day develop out of the need just to classify information. The many ways we have traditionally classified content has exponentially grown in the digital age to a size un-imagined and continually growing. 

The Library of Congress and other libraries, large and small, have gone to using digital tools to classify and re-classify information about books, documents, texts and even multimedia content. The Internet was, of course, developed to help more easily share and organize documents and other content across a computer network. Now, here we are with the cloud and big data.

Where to begin?

The proportion of data-to-enterprise, or even data-to-individual, can become difficult or even unmanageable without the right tools or experience to guide you. As humans and consumers, we tend to expect that our options will be categorized into specific types based on the larger type. For instance, if we buy a computer, the choices are usually as follows: brand, device type, operating system, etc. 

Then we get into Apple vs Dell, Desktop vs Tablet or BlackBerry vs Android. The more immediate platforms that come to mind are Google or Bing search engines, hashtags or networks on social media like Twitter and Facebook. These are the most recent consumer examples of classifying information in a multitude of ways using software. Enterprises of all industries, however, are becoming more dependent on systems to help them manage information to scale.

The time it takes members of an organization to find important or relevant information is productivity lost. It also adds to personnel frustration, even at management level.

Time to Give Industries Options for Information Management

Companies are responding to the needs of industry. Taxonomy, metadata, ontology, data virtualization and data governance are some of the key areas of need for many organizations dealing with vast amounts of data coming from customers, partners, legal or other channels.

Top Quadrant, who released a web-based taxonomy solution recently, is an example of how these enterprise needs are so far being addressed, according to KMWorld. 

TopBraid, the software referenced, is able to help end users reference data with more easily accessible visual models of the data, laid out in a clean way. 

Much more emphasis on visual representation of data is becoming an IT industry-wide way to tackle some of the problems associated with extrapolating and explaining complex data sets. Asian countries have had a great deal of success, in fact, in using visual models to teach mathematics and transition students into new topics easier, which Americans have had some difficulty with in many educational settings.

TopQuadrant is just one recent example. There are tools and software being developed in the market to deal with this exponentially growing challenge.

Taxonomy Time for Taxonomists

So what does a taxonomist do that can help arrange and set a standard for all of this enterprise information that we are dealing with in ever increasing amounts? Well, for one, taxonomists are tasked, not only with categorization of terms, but also governance and definition of those terms as well. 

They often use a commercial software that is dedicated to this work, such as a dedicated thesaurus or taxonomy management application. Some of these can be developed internally as well, for the right organization, as long as it fits their particular needs. 

Sometimes taxonomy management tools are part of another suite or software, in which taxonomy is a feature. In the case of Drupal, a website content management software tool to build and maintain websites, taxonomy is used to define or classify content, which can then be configured to display nodes, pages, etc. to the end user. Sometimes, other software can be used, such as spreadsheets or other types of software tools. 

Lastly, open source software for taxonomy and ontology are becoming available for use as well.

The benefits to having a system or person that maintains taxonomy within the enterprise are several. One benefit is that information is organized, as I have already alluded to. Another is that this information can also be made easier to find for customers, personnel, vendors, supply partners, etc., which I have also discussed. One reason that we have not discussed is standardization. 

This refers to terminology and jargon within your particular company. Every company can create a manual of terms, glossary, thesaurus, etc. But a taxonomist or someone working with taxonomy software can refine this process and create a standard that efficiently works across the company, so everyone is in compliance. It is kind of like having a style guide, but only for key terms of the business. 

Compliance is another key benefit to all of this. Regulations need to be followed and adhered. There are other legal and regulatory impacts that information has and taxonomy, ontology and information management are a few ways to stay ahead of the mess. Information audits can be a great way to find holes in your system and develop ways to patch those holes for greater governance and compliance. All of this can save us time and money on our business operations in one way or another.

Techniques for Creating a Great Information Structure

Taxonomy and information management starts with a few basic techniques to help guide end users to information they have are trying to navigate to. The less time to navigate, the better.

Not only are terms important, but so are their relationships. Sometimes information can be found using one term or another, depending on the scenario. If you are looking for blue cars that are fast, you could search cars by color or by speed, as one example illustrates this point.

Standards should also weed out content that is irrelevant or invalid. Other types of information related to terms can be used in conjunction with taxonomy. There should be clear hierarchies of information within the enterprise as well. 

All of this data should be able to be used with other tools like content management, indexing, search and others. It should always support ANSI/NISO Z39.19 or ISO 2788 thesaurus standards. Different classes of information may apply to sets or subsets even. 

Make sure that any software you use will generate reports for you on analytics (of terms) and so forth. This is very important.

There are a variety of ontology and thesaurus options available. They are available in a multitude of platform formats. Here are a few: MultiTes Pro (Microsoft Windows), Cognatrix (Apple Mac OS X), One-2-One (Windows) and TheW32 (multi-platform). There don't appear to be many options for the mobile platforms yet (iOS, Android, BlackBerry and Windows Phone). 

The information management problem in the world of big data seems pervasive, but there is a growing trend toward developing new ways of dealing with it. Now is the time to start looking at creating a plan to develop a system for dealing with taxonomy, oncology and information management to help your organization users to access data more quickly, efficiently and sensibly. 

The more content builds up, the more the organization needs to change, adapt and most importantly, handle of the big data involved.