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Data First
Josh Lind, Team Lead, Marketing & Web Development, Tableau
Eric Peterson, Marketing Manager Systems Engineer, Tableau
Data First
@tableau - @doublejosh - @iameap
the first first
Mobile firstMobile first
Fail first
Docs first
Dependency first
German first
Ugly first
i18n first
Offline first
Cloud first
Data firstData first
DX first
Config first
CLI first
Derp first
Deploy first
Name first
Problem first
Collaboration first
Search first
Support first
Personalize first
Splash first
Blob first
Co-branded first
Sound first
Squeaky wheel first
Data firstData first
Data first
Being Data Driven - culture, objectivity, shared success
Tactical Examples
Signup clicks
Language lost
Confirmation recommend
Data Strategies - be scalable, decouple
Data driven
MVP/MLP
Steer UX/system direction
Data supported perspective/opinions
Halt gut-based choices, define questions not assert beliefs.
Avoid “religious debates” (Steve Krug “Don’t Make Me Think”).
Win email/office battles. Have you sent/received this email…
#putachartonit
Designer to Developer -- bad UX for aesthetic reasons
Designer to Business -- elegance, consistency
Developer to Business -- scope/time, understanding $ value
Developer to Designer -- technical preference, difficulty/complexity
Business to Developer -- conversions, hunch design
Business to Designer -- bottlenecks, conversion focus
Tactical examples
Signup clicks
Meeting about website signup links
UX complaints
Conversion metric accuracy distrust
Internal arguments
Stuck
Language lost
Tactical: Signup click
// Signup link clicked.
$(‘a.signup’).on(‘click’, function(e) {
if (cookie.customer) {
// User sent to account.
location.href = ‘/account’;
e.preventDefault();
Tactical: Signup click
$(‘a.signup’).on(‘click’, function(e) {
logit(‘Signup link clicked’);
if (cookie.customer) {
logit(‘User sent to account’);
location.href = ‘/account’;
e.preventDefault();
Tactical: Signup click
$(‘a.signup’).on(‘click’, function(e) {
logit(‘Signup link clicked’);
if (cookie.customer) {
data.customer = cookie.customer;
logit(‘User sent to account’, data);
location.href = ‘/account’;
e.preventDefault();
Tactical: Signup click
$(document).ready(function() {
logit(‘User sent to account’, {
customer: cookie.customer,
referrer: document.referrer
});
});
Tactical examples
Signup clicks
Comments as logging
More ubiquitous collection
NEXT: Language lost...
Business value of data/metrics. So what?
Viable prioritization/debug strategy via data.
Cross-team buy-in: design, development, localization, execs, etc.
Tactical: Language lost
var priorPrefix = parseUrl(document.referrer).segments[0],
priorLang = _.contains(prefixList, priorPrefix),
pageIsEnglish = pageSettings.langPrefix === '';
if (priorLang && pageIsEnglish) {
data = {referrer: document.referrer};
logit('Language was lost via link', data);
};
Tactical: Language lost
$(document).ready(function() {
logit(‘User sent to account’, {
referrer: document.referrer,
language: pageSettings.langPrefix
});
});
Tactical examples
Signup clicks
Language lost
NEXT: Confirmation recommend...
Explore your data
Access dynamic smarts via configuration
Drop into the UX
Data Strategy
Instrument everywhere
Scalable scenario coverage
Disconnect data gathering from analysis
Speed to insight
Find your sweet spot of data gathering, meaningful. Know what you need yet?
Avoid noise costs
Data Strategy
Passive: Page meta data, User details
Active: Form values/modes, Events/interactions
Team: optimization, demand gen, localization, design asking questions
Use in meetings
Watch for anomalies
Data Strategy
Breadth - Don’t just log events you care about today. Log it all.
Depth - Don’t just log properties you think matter today. Add them all.
Nirvana - Don’t just decide with data, let the application use the data.
Data first!
Being Data Driven - culture, objectivity, shared success
Tactical Examples - Signup clicks, language lost, confirmation recommend
Data Strategies - be scalable, decouple
End firstEnd first
@tableau
@doublejosh
@iameap
The phrase "Mobile First" was coined in 2009 by Luke Wroblewski, inspiring
a generation of app developers to simplify and focus on what matters most
to users. But the Firsts didn‘t stop there: "Cloud First" emerged as cloud
service providers began commoditizing scalability; as developers have
come to terms with real-world network conditions, even web apps have
become "Offline First."
In their years at Tableau, Josh and Eric have been compiling a list of things
to consider "first" when architecting new apps, sites, systems, and features.
In this talk they‘ll quickly expound on all the "firsts" you should be
considering, and dive deeper into what it means to be "Data First."

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Being Data Driven - culture, objectivity, shared success (39 characters

Editor's Notes

  1. Introduce ourselves and Tableau
  2. Explain the history story and the presentation concept
  3. The OG concept
  4. The actual first first.
  5. An even more actual first. Getting started writing code… before mobile, or failing.
  6. Keep it DRY.
  7. BREATH
  8. Layouts should accommodate all kinds of words and languages.
  9. User generated content is often terrible.
  10. Systems should separate strings from features.
  11. Have you heard? Sometimes phones aren’t in the city.
  12. You’re not going to host this thing yourself are you!?! Find out how the cloud services you want to use expect things… build on top of them.
  13. You need to know WTF is happening in your application, for debugging and monitoring… or everything is an assumption. “Analytics for everyone”
  14. APIs, libraries/dependencies, docs, collaboration
  15. Furthermore, configs should be separate from features.
  16. Build things to be kicked off via command line then build an admin interface.
  17. Debugging is the same stupid few things 90% of the time.
  18. Deploying manually, not even once.
  19. Make up fun name for you library, each subsystem, etc. The band name is the most critical part of starting a band.
  20. Find the problems to solve, not the solutions. User first
  21. It’s a team project to design the workflow to accommodate that.
  22. Is the primary interface a search mechanism?
  23. Design for adjustments not static content.
  24. Duh.
  25. Allow for experimentation when you don’t know what you want. Circle back to make the reproducible system. Make time to regularly check in with content creators on what needs to be systematized. Example: whitepaper as interactive parallax stories.
  26. Partnerships will be critical, so make them happy in your basic planning.
  27. How should the UI feel?
  28. Reality.
  29. SOFT FIRSTS
  30. Include several explicit examples!
  31. Oh shit moment!
  32. Entirely different tone. Clear peek into available information Shuts down opinion-based thread Created a desire for understanding
  33. Perspective voices Advocates of concern Naturally different motivations
  34. Value proposition
  35. Perception of difficulty to get started with logging. All (good) code has comments.
  36. Convert comments into logging.
  37. Augment with additional available data.
  38. Chart via... Timeseries Page actions Facet by customer status
  39. “DAVE” Let the robots do it for you.
  40. Just do it everywhere, rather than the one click. Chart via... Page views with referrer like Facet by customer status Rather then click page actions
  41. Business value of data/metrics. So what? Viable prioritization/debug strategy via data. Cross-team buy-in: design, development, localization, execs, etc.
  42. “DAVE” Let the robots do it for you.
  43. Prospect starts a trial. Very important signal. Training is important, but how else do we make them successful?
  44. Guidebook contains very useful tips for making visualizations useful But is this the most appropriate thing to show prospects starting a trial? Because we’re so Data First, we can do the analysis!
  45. #DataFirst! We decorate every response with a “content type” and “title” attribute. #DataFirst! We name all of our lead activity events. With that, we’re able to see how popular our whitepapers are… Visual Analysis Best Practices is pretty high up there. I’ve got a hunch! Maybe it’s not super appropriate for all of our personas.
  46. One key persona is a kind of “business analyst” #DataFirst! We also decorate lead activity events with key details about the lead, like job level. Visual Analysis Best practices ranks higher, but some more data analyst-specific content bubbles up.
  47. How about someone who’s more of an IT decision maker? Whoa. Visual Analysis Best Practices doesn’t show up at all. More big-picture trend pieces, analyst reports, etc.
  48. You’ve made some great discoveries. Different personas prefer different types of content. So what do you do? You fire up JIRA and open up a feature request, right? “For the following persona, highlight the following whitepaper on trial confirmation.” “For this persona, highlight this whitepaper on trial confirmation.
  49. WRONG #DataFirst dude! All of the data you need to make a decision is already in your analytics platform. That analytics platform probably has a an API! You could automate this!
  50. “DAVE” Make analytics data a first class entity in your system. Let the robots do it for you.
  51. When you do, you enable app administrators and users to self-serve Automate some decision making.
  52. Trying to control the end result first is impossible. There’s so much to think about, but you should really be thinking about all of them.