Proximity Grouping several elements in Designing Intuitive SharePoint Sites

Designing Intuitive SharePoint Sites Using Visual Design Principles and Usability Best Practices to Improve Intuitiveness of your SharePoint Site Presented by Marcy Kellar Presentation based on slides presented at SharePoint Saturday, Indianapolis January 30, 2010

About Me SharePoint UI Consultant with PointBridge Diverse background in life sciences, psychology, data management and technology Over four years experience in SharePoint architecture design, branding & implementation Over twenty years experience in fine art Marcy Kellar 1/30/2010 @marcykellar

Topics To Cover • Intuitive Sites • Usability Best Practices • Color • Visual Design Principles • Q&A 1/30/2010 @marcykellar

Intuitive Products Change My Life 1/30/2010 @marcykellar

Help Me Find My Keys 1/30/2010 @marcykellar

Intuitive = Readily learned or understood 1/30/2010 @marcykellar

Defining the Intuitive Factor What Your Users What You Want Already Know Your Users To Do Current Target Knowledge Knowledge 1/30/2010 @marcykellar

Defining the Intuitive Factor What Your Users What You Want Already Know Your Users To Do GAP Current Target Knowledge Knowledge 1/30/2010 @marcykellar

Users spend most of their time on other sites Jakob's Law of the Web User Experience 1/30/2010 @marcykellar

What Users Expect: Conventions Found at Universal Usability Guidelines 1/30/2010 @marcykellar

Questions Users Ask • What type of site is this? • Have I experienced a site like this before? • Have I been to this site before? • Where am I? • Where have I been? 1/30/2010 @marcykellar

Questions Users Ask • What type of site is this? • Have I experienced a site like this before? • Have I been to this site before? • Where am I? • Where have I been? The answers to these questions are generally first conveyed to the user through visual design. 1/30/2010 @marcykellar

Intuitive Site Summary • The intuitiveness of a site is based on the user‟s knowledge • If user base has already been using SharePoint, consider this before moving Site Actions, Search, etc • If you don‟t have user information follow web conventions for where to place items, follow visual design guidelines and consider usability 1/30/2010 @marcykellar

"Know thy user, and you are not thy user." ~ Arnie Lund 1/30/2010 @marcykellar

Usability is a quality attribute that assesses how easy user interfaces are to use. The word "usability" also refers to methods for improving ease-of-use during the design process. USABILITY 1/30/2010 @marcykellar

First Law: Don’t Make Me Think Anytime a “guess” is brought into the equation you are adding unnecessary thought bubbles above the users head. The more challenging a website is for a user to use, the less likely they will use it. Steve Krug, Don‟t Make Me Think: A Common Sense Approach to Web Usability 1/30/2010 @marcykellar

What You Design For… Steve Krug, Don‟t Make Me Think: A Common Sense Approach to Web Usability 1/30/2010 @marcykellar

The Reality… Steve Krug, Don‟t Make Me Think: A Common Sense Approach to Web Usability 1/30/2010 @marcykellar

Usability Facts • “Current best practices call for spending about 10% of a design project's budget on usability” Usability 101, Jakob Neilson • “A key principle for maximizing usability is to employ iterative design, which progressively refines the design through evaluation from the early stages of design.” Usabilityfirst.com 1/30/2010 @marcykellar

Organization Information • Users Don’t Read: provide clues that allow users to find their „nugget‟ of information‟ by scanning rather than reading • Users need to find information quickly and easily • Organize information into schema/hierarchy • „Chunk‟ information into small pieces 1/30/2010 @marcykellar

VISUAL DESIGN 1/30/2010 @marcykellar

“We find that people quickly evaluate a site by visual design alone.” ~ Stanford Guidelines for Web Credibility, 1/30/2010 @marcykellar

Visual Design Isn't About Making Things “Pretty” 1/30/2010 @marcykellar

Visual Design Communicates 1/30/2010 @marcykellar

Purpose 1/30/2010 @marcykellar

Mood/Emotion 1/30/2010 @marcykellar

Brand Message 1/30/2010 @marcykellar

Action/State 1/30/2010 @marcykellar

Orientation 1/30/2010 @marcykellar

Visual Design Has Purpose 1/30/2010 @marcykellar

Organizes Information 1/30/2010 @marcykellar

Conveys Relationships 1/30/2010 @marcykellar

1. Clear Visual Hierarchy 2. Unclear Visual Hierarchy Provides Visual Hierarchy 1/30/2010 @marcykellar

The Presentation Ecosystem • Educate users • Maintain consistency to create • Establish relationships between a sense of place content • Effectively convey your message to your audience • Guide users through actions • Emotional impact • Focus user attention • Make organizational systems clear • Engage and invite • Give sites a unique personality • Provide situational awareness Slide Based on information created by Luke Wroblewski 1/30/2010 @marcykellar

COLOR 1/30/2010 @marcykellar

Color Meanings* • Red: passion, love, anger • Gray: moody, conservative, formality • Orange: energy, happiness, vitality • White: purity, cleanliness, virtue • Yellow: happiness, hope, deceit • Brown: nature, wholesomeness, • Green: new beginnings, dependability abundance, nature • Tan or beige: conservative, piety, • Blue: calm, responsible, sadness dull • Purple: creativity, royalty, wealth • Cream or ivory: calm, elegant, • Black: mystery, elegance, evil purity *Western Cultures 1/30/2010 @marcykellar

Color Guidelines • A complicated color palette is for advanced designers • Limit to less than Four (4) • Best to use two (2) if you aren‟t a designer • Using different values of the same hue is acceptable • Black/white counts as one color 1/30/2010 @marcykellar

Color Contrast 1/30/2010 @marcykellar

Color Tips • Use a palette of colors found in nature • Perform a readability test before go-live • Test for high contrast • Do not use small fonts when using dark backgrounds • Do not use high contrast color text on dark backgrounds (red on green, purple on green, etc) • Consider accessibility guidelines • Beware of “Wash out” (brown on green or yellow on clear white) 1/30/2010 @marcykellar

Avoid High Contrast Text on Dark Backgrounds 1/30/2010 @marcykellar

Avoid High Contrast Text on Dark Backgrounds Ouch… Make it Stop 1/30/2010 @marcykellar

Color Tools Color Contrast Color Palette Generator Graybit.com Adobe Kuler Colr.org Color Meanings Color Theory for Designers Colour Lovers Color Meanings across cultures Color Meanings Color Wheel Pro: Color Meaning 1/30/2010 @marcykellar

Design Principles The principles of design are guidelines used for putting elements together to create effective communication 1/30/2010 @marcykellar

Design Principles: Now They’ll Believe You! 1/30/2010 @marcykellar

The study of visual opposition. “If two items are not exactly the same, then make them different. Really different.” CONTRAST 1/30/2010 @marcykellar

Contrast 1/30/2010 @marcykellar

Contrast Contrast sometimes is used inappropriately or inadvertently in SharePoint thanks to the rich text editor. 1/30/2010 @marcykellar

Contrast Tips • Use typeface, color, whitespace, texture as contrasting elements • Create a focal point on a page by contrasting elements together • Avoid using attributes that are too similar 1/30/2010 @marcykellar

The use of repetition to create movement occurs when elements which have something in common are repeated regularly or irregularly sometimes creating a visual rhythm REPETITION 1/30/2010 @marcykellar

Repetition • Adds consistency • Unifies all parts of a design • Organizes information • Repetition develops the organization and creates a strong brand 1/30/2010 @marcykellar

Repetition Repeated elements are inherent in SharePoint. Web part headers, navigation elements, etc 1/30/2010 @marcykellar

Repetition Repeated elements are inherent in SharePoint. Web part headers, navigation elements, etc What SharePoint doesn’t do, is provide proper whitespace or contrast with default styles 1/30/2010 @marcykellar

Repetition Tips • Repeat some element of design throughout the piece such as color, shape, texture, bullets • Repeat visual elements throughout your site • Look for existing repetition to strengthen 1/30/2010 @marcykellar

Human beings perceive items that are aligned vertically and/or horizontally to be more organized than those that are not, and people process, learn and remember organized information better than unorganized information. ALIGNMENT 1/30/2010 @marcykellar

Alignment Don't center or justify lines of text Never center headlines over HEADLINE flush left body copy or text that Never center headlines over has an indent. flush left body copy or text that has an indent. 1/30/2010 @marcykellar

Alignment: Example 1/30/2010 @marcykellar

Alignment: Corrected 1/30/2010 @marcykellar

More Examples… 1/30/2010 @marcykellar

More Examples… Can you spot the issues? 1/30/2010 @marcykellar

Alignment Tips • Nothing should be placed on the page arbitrarily. • All page items should have a visual connection • Use a grid • Align elements along "hard vertical edges“ • Don't combine left and right alignment on the same page 1/30/2010 @marcykellar

The principle of proximity allows similar or related elements to be grouped together to form a cohesive whole. Items that aren‟t related should be kept visually separate from those which are. PROXIMITY 1/30/2010 @marcykellar

Proximity Grouping several elements in close proximity they become one unit We change our perception and see these 4 elements as 2 groups 1/30/2010 @marcykellar

Proximity Example: Good 1/30/2010 @marcykellar

Proximity Example: Poor 1/30/2010 @marcykellar

Proximity Tips • Group related items together • Keep non-related items far apart so that reader isn‟t confused • DON'T use white space to break up items that belong together 1/30/2010 @marcykellar

Design Principles SHAREPOINT EXAMPLES IN ACTION 1/30/2010 @marcykellar

People to People 1/30/2010 @marcykellar

Advanced Distributed Learning 1/30/2010 @marcykellar

Fluor 1/30/2010 @marcykellar

Avista 1/30/2010 @marcykellar

Cadence 1/30/2010 @marcykellar

MyClubMyLife.com 1/30/2010 @marcykellar

Resources: Podcasts UXNet Podcast UIE: Brain Sparks Boagworld 1/30/2010 @marcykellar

Resources: Visual Design SmashingMagazine.com WebDesignLedger.com The Pursuit of Interface Design Simplicity -Luke Wroblewski Visible Narratives: Understanding Visual Organization -Luke Wroblewski Common Visual Design Misconceptions – Luke Wroblewski 1/30/2010 @marcykellar

Resources: Usability and UX useit.com Standard Web Components boxesandarrows.com 10 Useful Usability Findings and Guidelines uxmatters.com 20 Do‟s and Don‟ts of Effective uxmag.com Web Design thegridsystem.org Introduction to Good Usability Usability.gov Usability.net Usability Professional‟s Association Universal Usability Guidelines 1/30/2010 @marcykellar

Resources: Books 1/30/2010 @marcykellar

Where To Find Me Resources and epiphanies in 140 characters or less. http://thesharepointmuse.com 1/30/2010 @marcykellar

References The Non Designers Design Book, Robin Williams Universal Usability Guidelines Don‟t Make Me Think, Steve Krug, 2001 Site Seeing: A Visual Approach to Web Usability, Luke Wroblewski, 2002 http://www.lukew.com/ff/entry.asp?981, Luke Wroblewski 1/30/2010 @marcykellar