Category Archives: Project Management

The Lie of Technology Agnosticism

I’ve noticed an alarming trend amongst IT consulting companies as of late (although it might have been around for a while it’s new to me). These consulting companies are claiming that they are “technology agnostic” in how they craft solutions. By this they could mean one or both of these things, and I will address why each is not a reason to use that title.

They approach IT solutions without a preference towards one technological solution or another, or become that way when cornered. Often this type of “agnostic solution” references to disciplines such as taxonomy development, governance, etc.

Agnostic” Technological Solutions

Some companies attempt to say they can do any kind of technological implementation that the client desires. This is a more dangerous than saying they are completely bound by a technological solution (i.e. I can only use technology x). It is very misleading to make a client think that they have a methodology that is supra-technological solution.

While it’s true that enterprise information architecture is a discipline that can be applied to different technologies it does take on a very different form based on the solution the client needs. For a consultant to go in for analysis pushing one technology and when the client desires another it’s irresponsible and misleading to inform them that they can go forward with the implementation. A failed project is only down the road. The paradigms of application with a field such as EIA varies much on the technology. How one does taxonomy design and implementation and SharePoint another product is very different and should not be taken lightly.

While this is a rant of mine it is something I feel a client should be made aware of a consultant that goes down such a dangerous road.

The Wireframe Audiences

Information Architecture is a difficult field. Not only do we continually have to sell the importance of our field, but we also serve a role that most IT people do not. We walk the thin line between business analysts and designers; we also have the difficult job of translating functional business requirements into something our developers can understand and our customers can buy off on.

Because we often don’t fit well into a nice category we are responsible for a much larger part of designing information systems. Nothing makes this more evident than the process of creating wireframes, and I’m going to address the debate on interactive vs. static wireframes in the context of our role in the development process from the perspective of designers, customers, and managers. The time has come to more clearly define who we are, the role we play in the development process, and be sure that we satisfy all interested parties in the process.

The following quote from Rosenfeld and Morville in their IA magnum opus will be expounded upon:

Wireframes represent a degree of look and feel, and straddle the realms of visual design and interaction design. Wireframes (and page design in general) represent a frontier area where many web design-related disciplines come together and frequently clash. The fact that wireframes are produced by an information architect (i.e., a non-designer) and that they make statements about visual design (despite being quite ugly) often makes graphic designers and other visually oriented people very uncomfortable. For this reason, we suggest that wireframes come with a prominent disclaimer that they are not replacements for “real visual design.” The fonts, colors (or lack thereof), use of whitespace, and other visual characteristics of your wireframes are there only to illustrate how the site’s information architecture will impact and interact with a particular page. Make it clear that you expect to collaborate with a graphic designer to improve the aesthetic nature of the overall site, or with an interaction designer to improve the functionality of the page’s widgets. (pgs. 308–9)

Are We Interaction Designers?

The answer is yes and no. We certainly have a role in the overall user experience process, but we are not responsible for how a user actually interacts with an information system. Let’s face it our annotations don’t replace the role of a qualified interaction designer. I will be focusing on the fact that our value-added proposition is that we can effectively lubricate the evolution from a stiff business requirements document into something reminiscent of a usable system that is then passed onto the programmers, designers, and usability gurus.

Please understand that I understand that the field of IA, UX, and all other aspects of architecting interfaces often happens with just a single person. I don’t want to minimize that as I myself served all these hats. I’m simply pointing the role of a wireframe in the overall interface design life cycle.

There are an abundance of tools that purport to aid architects in creating interactive wireframes, but then what does that display to our team members? Does a designer want to be handed a garbled, poorly-coded, auto-generated layout with cookie-cutter interactions? I know when I was a designer I wanted at least some liberty in what the interaction and user experience ended up looking like. It’s true that in most design shops that the designer serves an IA role, but when we have dedicated information architects shouldn’t we stick to doing what we do best? Don’t we deliver more value in designing taxonomies, labels, navigation, and conceptual layouts?

The Customer’s Perspective

The customer will always prefer something interactive—that isn’t a question. Looking at a bland Visio document doesn’t exactly inspire someone, but what is the purpose of the wireframe? Are we not trying to get the customer to focus on the layout, labels, etc and not how the interaction will take place? When we design interactive wireframes doesn’t it also pigeon-hole the designers to design around the interactions from the IA’s wireframe?

Here is what usually happens when you give anything interactive to a customer when you’re trying to do IA and not interaction design/user experience. They will spend more time clicking around complaining about the pop-up windows and the way it looks and not what we actually want them to be looking at? The value in static, seemingly dry wireframes is that they have no choice but to focus on what we bring to the table in terms of IA and not user experience.

The Designer’s Perspective

Designers are artists in their trade. They make money, because they know typography, colors, interactions, and all the other unique challenges to being a designer. I can’t tell you how many times I’ve asked for wireframes when what I was given was a poor mockup. Let us answer once-for-all that a mockup and wireframe are not the same thing. The designer does not want to be given a mockup—that is the very thing they are experts in. The problem only escalates when an information architect tries to tread too much on what the designers are supposed to do.

When an information architect goes out and converses with the customer, interacts with the functional business requirements, and creates and receives buy off on a wireframe that it is almost invaluable to a designer and the other programmers. A programmer can then focus on database schemas, object orientation, while the designer can worry about the aesthetics of the interface. You will become a programmer/designer’s best friend if you can abstract the job of creating labels while not dictating how the interaction and how it will actually look.

The Project Manager’s Perspective

Project Manager’s are often the hardest to sell on the value of IA. They look at IA as something the designer does, and that only contributes to the difficulty of selling the importance of our field. They are likely to look at the designer and say: give me a mockup to send to the customer, and when money becomes an issue in the project they’ll cut IA’s always before designers. I have never heard of a designer being cut in place of an IA. It has never happened.

We need to carve out what we do best. Designing information systems amongst different skill sets is not reminiscent of some measure of unrelated diversification—everything we do as IA’s is related to everything else. We just need to be sure that what we do we do as well as we possibly can while enabling our fellow designers and programmers while appeasing our customer.

Conclusion

The thesis of this essay was to define what our role is in the wider scope of the development process, and address just one small part of our value added proposition in the development of wireframes. We have so much to offer, but we must be careful on where we tread because we fill such a political position in the development process.

The Four C’s to Sell MOSS

You’ve been tasked with bringing some order to the chaos of your various organizations’ file shares, e-mail servers, and externally facing websites. After all the research and analysis you’ve done you’ve decided that MOSS 2007 is the optimal solution to solve the problem. The problem? Selling it to management. You can demo MOSS with all its fantastic features and Office integration, but your management needs some “bullet point” reasons why they should invest in MOSS.

In Essential SharePoint 2007* the authors lay out the “four C’s” of company portals that MOSS can satisfy. These can be used as a good starting point to sell them and bring MOSS into your organization.

Communication is a fantastic reason to bring MOSS into your organization’s processes. Many companies are plagued with disseminating important information both to internal and external individuals, and MOSS can aid in delivering timely, relevant, and accurate information to your target audience. Through the use of MOSS sites geared for news, announcement web parts, blogs, and audience targeting—MOSS can greatly help your organization accomplish this much-needed functionality.

Collaboration is the strong point of MOSS and also the easiest to sell. Your organization struggles from discerning which document is the most recent, and people in your organization realize that e-mailing around a document is not an effective way to collaborate. Here is a great time to talk about the workflow capabilities in MOSS. Demonstrate an approval workflow which engages the management instantly by showing them how the whole process can be automated, contained in one area, and management can see what’s holding up the workflow. Add onto this team sites with robust document management capability with an extensible security model, and you’re well on your way to convincing them.

Consolidation is probably the reason you were tasked to find a better solution than file shares. There is no way anymore to know where to get what and if it’s even accurate. With enterprise search you can ensure that your users can always find the document (with a good metadata structure/information architecture). You can also sell the Business Data Catalog (BDC) which can crawl those old file shares and bring them into the same search interface. You’ll also see eyebrows rise when you show them the business intelligence capabilities in MOSS such as Key Performance Indicators (KPIs) which will help your management make the best decision on the most up-to-date information.

Consistency is something that we all long for in our IT applications. Right now your public facing website, other marketing materials, and even standard company documentation can’t look the same for any length of time. With the use of master pages you can be sure that the interface changes you make will be reflected across your entire MOSS installation. Having problems keeping that PowerPoint template up to date? Creating a content type will ensure that your users will always have the latest version of the companies template.

These are four great selling points of MOSS to bring your management on board. When partnered with some simple demonstrations that will create a strong case for MOSS.

*Jamison, S., Cardarelli, M., & Hanley, S. (2007). Essential Sharepoint 2007. Reading: Addison-Wesley Professional.