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SHIFT_THE FUTURE 
Crystal Olig | @sparklegem | Oxiem | January 2014
Web in 2014 
How to manage into the next best website for you
What You’ll Learn 
Common causes of website failure 
How to move forward 
Managing stakeholder expectations
Top 10 Issues with Websites Now 
1. Content proliferation & governance 
2. Outdated design or branding 
3. Outdated technology 
4. Poor information architecture 
5. Not suited for current needs 
6. Too few conversions 
7. Not able to optimize for search 
8. Not able to update internally 
9. Established best practices not followed 
10. Needs to be optimized for new screens & 
devices
Top 10 Issues 
Outdated design and branding
Top 10 Issues 
Content proliferation
Top 10 Issues 
Not suited for current needs
Top 10 Issues 
Confusing information architecture
Top 10 Issues 
Not updated for modern screens
Top 10 Issues 
Confusing information architecture
Starting Points 
Revise, Reskin, or Redo? 
§ Revise 
§ Imagery 
§ Menu items 
§ Page organization 
§ Reskin 
§ Light updates to color or typography 
§ Imagery 
§ Backgrounds 
§ Redesign 
§ Moving major elements or revising page 
layouts 
§ Changing core functionality 
§ Entirely new navigation desired 
§ Responsive design focused
On Responsive 
Q: “Can You Just Make My Site Responsive?” 
Why you might ask: 
§ I spent $XX on the site and it took forever… I 
can’t go through that again 
§ People won’t sign off on a whole new site 
again 
§ The look & feel and features are fine – I just 
want it to be accessible on tablets and 
phones
On Responsive 
A: Not if you want it done right. 
Why Not: 
§ Responsive is a core 
technology 
§ If you mash your desktop site 
down, you’ve lost an 
opportunity 
§ Starting from desktop is 
usually a bad idea 
“Seems like a lot of 
people are laboring 
under the mistaken 
impression that using 
responsive design 
means they can make a 
mobile website without 
dealing with their 
content problem.” 
Karen McGrane in 
“Responsive Design 
Won’t Fix Your Content 
Problem,” A List Apart 
http://alistapart.com/column/responsive-design-wont-fix-your-content-problem
How to Move Forward 
What to Focus On 
Starting Points
What to Focus On: Technology 
§ Content – Take inventory, prioritize, curate 
§ Conversion – Use your data to create tools, 
interactions 
§ UI/UX – What are the conventions and 
expectations to make a path clear 
§ Workflow – How will the site create actionable 
tasks to build business? How will key inputs be 
managed? 
§ Styles – Branding, styletil.es 
§ Features – What it does
What to Focus On: Technology 
Great questions to ask: 
§ Who needs to use the website? 
§ How are we going to keep it updated? 
§ How will leads come in? 
§ What points of interaction are present? 
§ How does this integrate into our business 
processes? 
§ What is delivered on smartphones and tablets?
What to Focus On: Technology 
Lower on the list: 
§ Exact layout – now it’s water in different 
containers 
§ Platform or programming languages 
§ Hosting 
§ CMS
What to Focus On: Technology 
Great questions to ask: 
§ How secure is your platform or your hosting? 
§ Is the CMS search engine friendly? How so? 
§ What happens if my site goes down?
What to Focus On: Partners 
§ Partner personality match 
§ Quality of past work for similar industries or sites 
that could be similar to yours 
§ Referrals/references 
§ Timing expectations
What to Focus On: Partners 
Great questions to ask: 
§ What is your QA or testing procedure? 
§ How do you guide me through the process? 
§ What do you do if my idea stinks? 
§ How often do your sites launch on time? 
§ What am I required to do for the site?
Ways to Find a Partner 
How 
§ Write an RFP (my least favorite) 
§ RFQs 
§ Write a creative brief or site map & share it 
§ Create a functional specs guide of requirements 
§ Share your budget (! – More on that later) 
§ Talk about problems to be solved, not the solutions 
Who 
§ Reach out to your network for references 
§ Staffing organizations 
§ Job boards 
§ LinkedIn, Reddit, Facebook, Twitter 
§ Professional organizations
Starting Points 
Understand Budgeting Models 
§ Pricing based on hours of labor 
§ Fixed 
§ Range 
§ Different models? 
§ Hosted solutions with fixed templates 
§ Purchased themes that can be customized 
(themeforest.com) 
§ Custom development
Starting Points 
Finding a Number 
How numbers are quoted: 
• Ranges 
• Fixed prices 
• Specifications to an 
extreme extent 
• Padding like crazy 
Your number is only going to 
be as accurate as your 
requirements. 
http://gadgetopia.com/post/7906 
“Come on, is it really going to 
take that much money to do it? 
My response is always the same. 
Probably not, but your 
requirements are so vague that 
the chances for a 
misunderstanding are huge. 
Therefore, to protect myself, I’m 
bidding for the worst case. If 
you don’t like this number, then 
let’s develop your requirements 
so that the worst case is less 
likely to happen.” 
Everyone Wants a Number, by 
Deane Barker, Gadgetopia
How to Get Started 
1. Determine what type of partners you need 
2. Complete an internal audit of content and fuction 
3. Gather data & feedback 
4. Set priorities and get stakeholder buy in 
5. Select a partner(s) 
6. Architecture planned 
7. Wireframes & designs 
8. Development 
9. Content creation & population 
10. Test & launch
Generally speaking, your web 
content is useless unless it does one 
both of the following: 
Supports a key business objective 
Supports a user (or customer) in 
completing a task 
Kristina Halvorson, Content Strategy for the Web
Managing Expectations
Managing Expectations 
Why? 
§ Your budget is limited 
§ Not everything can go on the homepage 
§ You need buy-in to succeed 
§ Clarity benefits everyone 
§ Technology can be a black hole… if you let it
Managing Expectations 
Best Practices in Technology Management 
§ Clear specifications 
§ Creative or Project Brief 
§ Statement of Work 
§ Great wireframes or early concepting 
§ Put it all in writing 
§ Key stakeholders involved in crucial decisions, 
the “points of no return” 
§ Be clear about timing needs and flexible on 
outcomes
Managing Expectations 
Issue: 
Designs are sent to your 
team. You get no 
feedback. 
Consequences: 
You wrongly assume no 
one had thoughts. 
You proceed with the 
design only to need to 
change it too late in the 
process. 
Solution: 
Schedule a time for all to 
review design comps, with 
your designer or partners 
as schedules allow.
Managing Expectations 
Issue: 
No one is able to agree on a 
design direction. 
Consequences: 
Design becomes the focus of 
the website process. 
It puts a wrench in the 
timeline. 
Solution: 
Own the process of 
collecting and suggesting 
revisions. 
Ensure a creative strategy 
brief is created at the start of 
the project, and that it is 
agreed to. 
Find samples and 
competitive benchmarks 
ahead of time. 
Isolate key outliers.
Managing Expectations 
Issue: 
Getting “the stuff” for your 
website is hard 
Consequences: 
It becomes all your job. 
It is no one’s job. 
Solution: 
Act as the quarterback. 
Have breakout sessions with 
each department, 
brainstorming ideas for 
completion. 
You may hide pages, then fill 
the pages when content after 
the website is live. 
Find a professional writer to 
assist. 
Suggest existing literature 
(brochures, other print 
material, or current on-site 
copy) and repurpose for the 
web.
thank you 
crystal olig@sparklegem 
colig@oxiem.com

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Everything You Need to Know for a Better Website in 2014 | Crystal Olig | Oxiem | Upward

  • 1. SHIFT_THE FUTURE Crystal Olig | @sparklegem | Oxiem | January 2014
  • 2. Web in 2014 How to manage into the next best website for you
  • 3.
  • 4.
  • 5. What You’ll Learn Common causes of website failure How to move forward Managing stakeholder expectations
  • 6. Top 10 Issues with Websites Now 1. Content proliferation & governance 2. Outdated design or branding 3. Outdated technology 4. Poor information architecture 5. Not suited for current needs 6. Too few conversions 7. Not able to optimize for search 8. Not able to update internally 9. Established best practices not followed 10. Needs to be optimized for new screens & devices
  • 7. Top 10 Issues Outdated design and branding
  • 8. Top 10 Issues Content proliferation
  • 9. Top 10 Issues Not suited for current needs
  • 10. Top 10 Issues Confusing information architecture
  • 11. Top 10 Issues Not updated for modern screens
  • 12. Top 10 Issues Confusing information architecture
  • 13. Starting Points Revise, Reskin, or Redo? § Revise § Imagery § Menu items § Page organization § Reskin § Light updates to color or typography § Imagery § Backgrounds § Redesign § Moving major elements or revising page layouts § Changing core functionality § Entirely new navigation desired § Responsive design focused
  • 14.
  • 15. On Responsive Q: “Can You Just Make My Site Responsive?” Why you might ask: § I spent $XX on the site and it took forever… I can’t go through that again § People won’t sign off on a whole new site again § The look & feel and features are fine – I just want it to be accessible on tablets and phones
  • 16. On Responsive A: Not if you want it done right. Why Not: § Responsive is a core technology § If you mash your desktop site down, you’ve lost an opportunity § Starting from desktop is usually a bad idea “Seems like a lot of people are laboring under the mistaken impression that using responsive design means they can make a mobile website without dealing with their content problem.” Karen McGrane in “Responsive Design Won’t Fix Your Content Problem,” A List Apart http://alistapart.com/column/responsive-design-wont-fix-your-content-problem
  • 17. How to Move Forward What to Focus On Starting Points
  • 18. What to Focus On: Technology § Content – Take inventory, prioritize, curate § Conversion – Use your data to create tools, interactions § UI/UX – What are the conventions and expectations to make a path clear § Workflow – How will the site create actionable tasks to build business? How will key inputs be managed? § Styles – Branding, styletil.es § Features – What it does
  • 19. What to Focus On: Technology Great questions to ask: § Who needs to use the website? § How are we going to keep it updated? § How will leads come in? § What points of interaction are present? § How does this integrate into our business processes? § What is delivered on smartphones and tablets?
  • 20. What to Focus On: Technology Lower on the list: § Exact layout – now it’s water in different containers § Platform or programming languages § Hosting § CMS
  • 21. What to Focus On: Technology Great questions to ask: § How secure is your platform or your hosting? § Is the CMS search engine friendly? How so? § What happens if my site goes down?
  • 22. What to Focus On: Partners § Partner personality match § Quality of past work for similar industries or sites that could be similar to yours § Referrals/references § Timing expectations
  • 23. What to Focus On: Partners Great questions to ask: § What is your QA or testing procedure? § How do you guide me through the process? § What do you do if my idea stinks? § How often do your sites launch on time? § What am I required to do for the site?
  • 24. Ways to Find a Partner How § Write an RFP (my least favorite) § RFQs § Write a creative brief or site map & share it § Create a functional specs guide of requirements § Share your budget (! – More on that later) § Talk about problems to be solved, not the solutions Who § Reach out to your network for references § Staffing organizations § Job boards § LinkedIn, Reddit, Facebook, Twitter § Professional organizations
  • 25. Starting Points Understand Budgeting Models § Pricing based on hours of labor § Fixed § Range § Different models? § Hosted solutions with fixed templates § Purchased themes that can be customized (themeforest.com) § Custom development
  • 26. Starting Points Finding a Number How numbers are quoted: • Ranges • Fixed prices • Specifications to an extreme extent • Padding like crazy Your number is only going to be as accurate as your requirements. http://gadgetopia.com/post/7906 “Come on, is it really going to take that much money to do it? My response is always the same. Probably not, but your requirements are so vague that the chances for a misunderstanding are huge. Therefore, to protect myself, I’m bidding for the worst case. If you don’t like this number, then let’s develop your requirements so that the worst case is less likely to happen.” Everyone Wants a Number, by Deane Barker, Gadgetopia
  • 27. How to Get Started 1. Determine what type of partners you need 2. Complete an internal audit of content and fuction 3. Gather data & feedback 4. Set priorities and get stakeholder buy in 5. Select a partner(s) 6. Architecture planned 7. Wireframes & designs 8. Development 9. Content creation & population 10. Test & launch
  • 28. Generally speaking, your web content is useless unless it does one both of the following: Supports a key business objective Supports a user (or customer) in completing a task Kristina Halvorson, Content Strategy for the Web
  • 30. Managing Expectations Why? § Your budget is limited § Not everything can go on the homepage § You need buy-in to succeed § Clarity benefits everyone § Technology can be a black hole… if you let it
  • 31. Managing Expectations Best Practices in Technology Management § Clear specifications § Creative or Project Brief § Statement of Work § Great wireframes or early concepting § Put it all in writing § Key stakeholders involved in crucial decisions, the “points of no return” § Be clear about timing needs and flexible on outcomes
  • 32. Managing Expectations Issue: Designs are sent to your team. You get no feedback. Consequences: You wrongly assume no one had thoughts. You proceed with the design only to need to change it too late in the process. Solution: Schedule a time for all to review design comps, with your designer or partners as schedules allow.
  • 33. Managing Expectations Issue: No one is able to agree on a design direction. Consequences: Design becomes the focus of the website process. It puts a wrench in the timeline. Solution: Own the process of collecting and suggesting revisions. Ensure a creative strategy brief is created at the start of the project, and that it is agreed to. Find samples and competitive benchmarks ahead of time. Isolate key outliers.
  • 34. Managing Expectations Issue: Getting “the stuff” for your website is hard Consequences: It becomes all your job. It is no one’s job. Solution: Act as the quarterback. Have breakout sessions with each department, brainstorming ideas for completion. You may hide pages, then fill the pages when content after the website is live. Find a professional writer to assist. Suggest existing literature (brochures, other print material, or current on-site copy) and repurpose for the web.
  • 35.
  • 36. thank you crystal olig@sparklegem colig@oxiem.com