# Thursday, March 04, 2010

Web Visitors vs Users, Impatient vs Bored and how they affect Website Change Management

Why are users on your site?
  • To look around?
  • To do or achieve something?
I pondered this question after reading Gerry McGovern's discussion on Impatient vs Bored.  He suggests that people using (or rather choosing 'not' to use) websites are actually more likely to be impatient than just bored with your content.


I think we need to explore the different types of sites and people visiting them to understand this a bit more.

Different types of sites

IT people have traditionally used the rather woolly terms of Web Site and Web Application to differentiate between something simple and something more sophisticated.  There’s no official classification here.  There’s usually some characteristics that point more to one than the other.

Characteristics of a Web Application

  • Dynamic content.  This could be driven from a database or external source
  • User interaction.  Users can register/update information, upload, download.  They can ‘do’ useful things on the site.
  • Commerce.  Users can buy things

Users and Visitors

People accessing the web can also be classified.
 
You could say that a visitor is
"someone who has a passing interest in your site, looking to find some information or browsing around for comparison purposes." 
A user is
"someone with a longer term association or affiliation who potentially logs into the site, or gains knowledge of the structure and becomes expert in achieving their tasks." 
It’s reasonable to assume that users are subset of visitors.  Visitors and users will also access both types of sites. This means that whether someone is a visitor or a user depends on the specific context of their goal at the time of access, and their past history on the site.  (phew - almost drew a venn diagram there!).

Impatient and Bored

Impatience is something more likely to be experienced by a user who’s trying to complete a meaningful task – i.e. they have a certain expectation of how a site will work and perform.  Casual browsers are more likely to switch off from the site if they don’t like what they see.
If you want a huge generalisation then:
“Users with an affiliation to a site (web application) are likely to become impatient if their progress is impeded, and casual visitors to a site (web application or content site) are more likely to become bored if the content is not engaging or visually appealing.”

Underlying Factors

There’s a couple of factors that underpin all types of web access:
  • Information Architecture (IA) – the structure of the information, sections and pages on the site.
  • Usability – the ease with which people can achieve their goals on the site.
IA is equally important to simple and sophisticated sites, as a visitor to a company brochure site needs to know that they can get around speedily and find what they’re looking for without undue delay.  Bad IA on a larger site is likely to grate with users over time and people will find themselves frustrated because their navigation around the site isn’t logical.

A good and logical IA is often a matter of being consistent with de facto standards.  For example many web users now have subconscious expectactions that company sites have ‘Contact Us’, ‘About Us’ etc.  Going against the grain here leads to impatience.

Usability is the detail in every interaction.  The sections and pages on the site may be completely logical, but if the developers have produced a whizz-bang Flash product catalogue widget that takes over a minute to load, then you’ll be getting some impatient users.  The effect will be similar if the flow of a page or workflow tries to go against simple and accepted interface design principles.  This could include using non-standard form elements on a page, or collecting information in a strange order just because it suits a back-end system (but not the user).

Functionality vs Visual Design

For the most part, functionality wins over visual eye candy with users.  Business users routinely put up with desktop applications that do what they need without swooping curves, dripping in glass buttons and subtle gradients.  There is however a growing expectation of a minimum level of visual design on the web.  Maybe this  makes up for the fact that sites still rarely deliver everything a user wants.

The Pressure to Redesign

Creative agencies will often suggest a site’s poor performance is down to the visual design not being up to scratch – as they want to perform that job.  This takes advantage of the (still) general lack of understanding about the web amongst company decision-makers. This surprisingly includes a lot of marketing departments who still only think 'print'. 

The other extreme is marketers on a constant rebranding trip, constantly quoting ‘market risks’, effectively keeping themselves gainfully employed.

The model of development on the web over the years has been largely evolutionary, with change coming without warning, and largely without consultation with users.  This was OK in previous times (I refuse to say web 1.0), when user expectations were low, and the level of engagement with any one site was also low.  This is still true for many small sites.

The price of Success

With community sites becoming more mainstream and popular, companies now often elicit feedback to work out where to go next.  Sometimes when big changes are made (Facebook) with little or no communication, things can get a little heated with petitions and protests galore.
 
Just imagine if Microsoft significantly changed the interface to Word on the millions of computers around the world without notice.  It just wouldn’t happen! 

Sites like Facebook have learned the hard way that success on the web also breeds greater responsibility to change with regards to your users.  Users of free services can simply vote with their feet, and increasingly do.  Facebook has flooded the social web space and so hangs on to many users as they’ve become the de facto standard. 

Very few sites can rely on such a situation.

Managing Change

So how can you manage change on websites?  When do you need a lick of paint, and when do you need a complete redesign?

The following isn’t an exhaustive list, but gives some thoughts on some tools and approaches to consider.

Understand your user base.

Use web stats tools like Google Analytics to understand where your users come from and where they go on the site.  Set up goals to see how successful things like your payment workflow is – i.e. what percentage of people add something to a cart, and subsequently complete the transaction?

Analyse the paths into your site so see if there’s any opportunities for SEO improvement, like better keywording, extra landing pages etc.

Make the right changes

Sometimes it’s appropriate to do some field research to work out the right changes to make on the site.  This could be from a variety of sources.  The key is to remain light-footed throughout the process so you can react to changes as they (inevitably) occur:
  • Business Requirements.  This is typically what drives most change, but internal people are not the only people in the equation.  They don’t use the site the way external users do.
  • Usability testing with the current site and a group of users can be quite revealing to find gaps that explain poorly performing site areas, and also give rise to new ideas.
  • User surveys can be effective, but asking questions of users needs to be offered sparingly, and in an optional way.  Keep things small and succinct to get the best return of ‘take home’ points.  Consider offering some reward for completing the survey.

Design it right and Try before you Buy

In order to react to change, and feedback you need to get people looking at your intended changes as quickly as possible.  The following is an example of an iterative approach from detailed design to implementation for a complex change that will affect a large number of users:

WireFrame

Wireframe development is a great place to start by designing layout and visualising key elements and interactions on the site.  This is specifically tackled before any detailed visual design to test the concepts with business people and prospective users.

Prototype

This can be created from the wireframes to put some more meat around the concept built in the wireframes.  This could be as simple as page images with hyperlinks to allow clicking through the flow, to a slim ‘actual’ prototype in place on the site.  You’d typically build a ‘proper’ prototype if you’ve got some technical risk to overcome – e.g. proving a technical solution is possible for a given situation.  Some tools like Axure exist to facilitate wireframes and prototypes in one. 

Prototype testing

This is then performed either with a control group of users, and or with business users to assess the viability of the solution and also to get valuable feedback and other ideas. 

The wireframes and prototype would then be updated again with further rounds of testing as required to get to a point where things are formalised enough to start development. 

Visual design may also creep into this area, as some people simply can’t say ‘yes’ until they see ‘exactly’ how something’s going to look, but try and limit this.  This is where you hope for a programmer who’s design-savvy. 

This phase ends with the wireframes being signed off by the business.

Visual design

This will no doubt continue to evolve as it's the tangible stuff that businesses can 'feel', but should be tied down as early as possible.  The business should sign off completed mockups (e.g. from Photoshop), based on the approved wireframes.

Completing the Job

The rest of the job is standard develop/test/implement etc, but developing small chunks and testing early, and implementing often is always a good way to go.

If the original prototype  was actually ‘functional’, then you might be able to go fairly quickly to some internal or public A:B testing and with a bit of work you could find yourself finished. 

Whether you’re catering more for visitors or users, the first step to any change is putting yourself in their shoes.



posted on Thursday, March 04, 2010 2:13:32 PM (AUS Eastern Daylight Time, UTC+11:00)  #    Comments [0]
# Thursday, February 18, 2010

Retrieving User Information in InfoPath without Code - One solution to 'Value cannot be null. Parameter name: serverContext'

InfoPath, SharePoint and Web Services are becoming sparring partners for me of late. 

In order to retrieve user information in my InfoPath form I followed the instructions at itaysk's blog, as I wasn't aware I could use a SharePoint Web Service to get profile information.  Sweet - I thought.

I then immediately got:

The User Profile Manager object could not be loaded. ---> Value cannot be null. Parameter name: serverContext

This was an error noted by quite a few people, but with very few solutions.

I then got out Fiddler as I do, to see what was going on, and remembered that InfoPath tends to expand url's into their fully qualified domain names (FQDN) - so you may have entered http://mylocalnetworkserver/_vti_bin/etc.asmx but if you're on a corproate network or anywhere with DNS happening then you'll suddenly find yourself calling http://mylocalnetworkserver.some.other.domain.gumph/_vti_bin/etc.asmx.

Why is this important you ask?  - Well I then thought 'I'm sure there wouldn't be anything logged on the server?'  - well SharePoint probably logs a lot more than most realise, but the error in this case was staring me in the face in the Event Log:

A Windows SharePoint Services Error - Event ID 8214.

A request was made for a URL, http://mylocalnetworkserver.some.other.domain.gumph, which has not been configured in Alternate Access Mappings.  Some links may point to the Alternate Access URL for the default zone, http://mylocalnetworkserver.  Review the Alternate Access mappings for this Web application at http://mylocalnetworkserver:1234/_admin/AlternateUrlCollections.aspx and consider adding http://mylocalnetworkserver.some.other.domain.gumph as a Public Alternate Access URL if it will be used frequently.  Help on this error: http://go.microsoft.com/fwlink/?LinkId=114854.

Well blow me down.  All the other web services I call from InfoPath don't care about this because they're not hosted in SharePoint, and SharePoint manages the allowed paths into the application. 

Once I went to the Central Admin site --> Operations --> Alternate Access Mappings, and edited 'Public Zone URLs' to add the FQDN to the intranet zone (probably could choose any zone), it just started working.

posted on Thursday, February 18, 2010 12:13:49 PM (AUS Eastern Daylight Time, UTC+11:00)  #    Comments [0]
# Tuesday, February 16, 2010

Setup Single Sign-on for SharePoint 2007. The missing link

I need to use the SharePoint 2007 Single Sign-on service for the purposes of InfoPath Form authentication on Web Services.  I went through the Microsoft installation steps and immediately got

You do not have the rights to perform this operation.

A bit of googling later, and I found that this isn't uncommon. 

Looking at Dave Wollerman's post on the subject made me check everything again.

In the end the missing link (that I failed to read) from the Microsoft doc was simply that the Single Sign-on Windows service needed to be running with a domain account (I chose the same as the administrator accounts), and it then worked fine. 


posted on Tuesday, February 16, 2010 10:23:43 AM (AUS Eastern Daylight Time, UTC+11:00)  #    Comments [0]
# Wednesday, January 20, 2010

Deploying the minimum Oracle Instant Client files with ODP.NET

If you're looking for the smallest and least hassle deployment of Oracle client files with a .NET application, then forget about everything else you've been told - the following did the trick for me, and involves just 5 Oracle dll's.

Deploying ODP.NET with Oracle Instant client

One thing I found with this was that on my dev machine I already have (more than) one 'standard' Oracle installation and all the network config from that was really getting in the way meaning I couldn't connect for one reason or another - OR I was connecting, but not using the correct client, meaning deployed files wouldn't work on a 'virgin' machine.  All of this rather depends on how your company deploys Oracle server and clients I guess.

Rather than muck about with setting environment variables (that's so 80's) if you use a full connection string syntax as follows you can use your hostname and SID rather than try and fathom out service names. 

In your web.config

  <add name="MyDB" connectionString="Data Source=(DESCRIPTION = (ADDRESS_LIST =(ADDRESS = (PROTOCOL = TCP)(HOST = machinename)(PORT = 1521)))(CONNECT_DATA =(SID = mysid)));User Id=username;Password=password;" providerName="" />

Any other variation of the (mucho confusing) Oracle connection syntax just didn't work for me.

As an aside - I also kept getting System.OutOfMemoryException when building a web site project in Visual Studio 2008 when I was using the Oracle Basic client dll's (110mb +).  I switched to the smaller Basic 'Lite' versions and it was happy again.  I guess a single file of over 100mb blows the lid off the IDE.


posted on Wednesday, January 20, 2010 4:14:52 PM (AUS Eastern Daylight Time, UTC+11:00)  #    Comments [0]
# Monday, October 26, 2009

Deleting Registry values with a .reg file

Sometimes you just want to do something simple in a batch file, and I'd always thought it wasn't possible to 'delete' a value in a .reg file (as the file is applied as a 'merge'), but it is...

Just replace the value with a - (minus)...

[HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Policies\Explorer]
"NoDriveTypeAutoRun"=-



posted on Monday, October 26, 2009 10:16:01 AM (AUS Eastern Daylight Time, UTC+11:00)  #    Comments [1]
# Friday, October 09, 2009

Software Developer vs Project Manager

I came across a hilarious (full of swearing) video the other day created through Xtranormal.com.  This amazing site gives you all the tools to just plug in a script and direct your own movie, along with amusing generated voices.

Here's my first effort to illustrate the sometimes rocky relationship between developers and project managers...

Watch on Xtranormal.com | Watch on Youtube
posted on Friday, October 09, 2009 10:33:55 PM (AUS Eastern Daylight Time, UTC+11:00)  #    Comments [0]
# Thursday, October 01, 2009

SQL Server - Insert to table with ALL default values

If you're trying to do an insert to a table where every column has a default value (or is an identity column), then SQL Server will give you an error if you don't specify 'something' in the field list/values clause... Or so I thought...

This is so simple it's funny, but not so simple to find in the documentation:

INSERT INTO TableName DEFAULT VALUES



posted on Thursday, October 01, 2009 9:01:02 AM (AUS Eastern Standard Time, UTC+10:00)  #    Comments [0]
# Monday, September 28, 2009

SQL Server Stored Procedure to disable / enable all foreign keys and constraints in a database

I've been doing a bit of batch archiving work, and needed a nice and quick way to disable foreign keys and other constraints without actually removing them.  I found a nice article on disabling all constraints in a database, and thought I'd just take it one step further by making it into a Stored Procedure, and adding a parameter to toggle whether the constraints are enabled or disabled.

Nice and easy.  Here's the script.


USE [YOURDBNAME]
GO

IF  EXISTS 
(SELECT FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[usp_SetDBTableConstraints]'AND type in (N'P'N'PC'))
DROP PROCEDURE dbo.usp_SetDBTableConstraints
GO

CREATE PROCEDURE 
dbo.usp_SetDBTableConstraints(@Enable BIT)

AS

/*** DISABLE/ENABLE ALL TABLE CONSTRAINTS ************************

This script will disable all constraints on all tables within the database
that it is run in.

************************************************************/

SET NOCOUNT ON
SET ROWCOUNT 


DECLARE @Count INT
DECLARE 
@String NVARCHAR (1000)
DECLARE @ConstraintName VARCHAR(128)
DECLARE @TableName VARCHAR(128)

--Find all constraints and their respective tables from the sysobjects table and place into a temp table.
--Primary Key and Unique Constraints via Unique Indexes are not disabled through this command
--You should use the ALTER INDEX...DISABLE command in SQL Server 2005
SELECT 
        name                     AS 
constraintname,
        object_name(parent_obj)  
AS tablename 
INTO #Const_Table
FROM sysobjects s 
where xtype in ('F')

SELECT @Count Count(*) FROM #Const_Table

--Setting the rowcount to one allows for one row from the temp table to be picked off at a time.
--Used as an alternative to a cursor.
SET ROWCOUNT 1

--Loop until all rows in temp table have been processed.
WHILE @Count > 0
BEGIN
    
--The rowcount of one ensures that only one tablename and constraint name is picked.
    
SELECT @TableName TableName, @ConstraintName ConstraintName
    
FROM #Const_Table

    
--Build execution string to disable constraint.
    
IF @Enable 
        
SET @String 'ALTER TABLE ['+ @tablename + '] CHECK CONSTRAINT [' + @constraintname +']'
    
ELSE
        SET 
@String 'ALTER TABLE ['+ @tablename + '] NOCHECK CONSTRAINT [' + @constraintname +']'

    
--Execute the SQL
    
EXEC sp_executesql @string

    
--Remove this row from the temp table, since it has now been processed.
    
DELETE FROM #Const_Table WHERE ConstraintName @ConstraintName and TableName @TableName

    
SET @Count @Count - 1
END -- Loop

SET ROWCOUNT 0

DROP TABLE #Const_Table
 

GO
posted on Monday, September 28, 2009 12:34:45 PM (AUS Eastern Standard Time, UTC+10:00)  #    Comments [0]