“Present the data from one of the world’s most reliable sources of international development statistics.”

The magnitude of the project seemed inconceivable at first glance, and its social and economic ramifications staggering. But I am happy to report that our work for the Organization for Economic Cooperation and Development (OECD) has become one of our most successful projects to date. I write this blog entry after-the-fact, the project has gone ‘live’ and you can read more about the OECD here and learn about the project itself from 2Paths, the company that hired us to conduct user research and design the user interface to drive this web application.

The project began back in November 2007, with 2Paths having initiated a detailed scoping and budget phase with the client. They decided early on to bring design experts on to the team to lead the interface development for this project.  DesignStamp joined in January and development was to begin in March.  Our task was to gather as much knowledge about the project as possible, from the work 2Paths had already done, the various user types identified and also understand business requirements from the client.

1. Our search for this knowledge meant doing extensive interviews with users from around the world who came in contact with OECD data for a variety of reasons. We conducted in-person interviews, phone interviews and also relied on video conferencing technology to be able to do small focus group style interviews.
2. We then made the trip to Paris, to gather business requirements from the OECD and echo our understanding of their vision, as well as what the end-users desired.  It was important that we speak with the staff that managed the current databases on international development statistics.  We learnt about the issues OECD development staff had in using the OECD.Stat interface and also documented queries from users.
3. This knowledge combined with our user research gave us enough information to be able to create the set of user personae (PDF) that would inform the rest of the project work ahead. The persona process is invaluable in helping not only help keep the end-user in mind when designing solutions but also lend focus to project scope.
4. We moved quickly from a lo-fi wireframing deliverable whereby we explained our proposed solution to the client using sketches, to high fidelity prototypes that enabled us to present click through scenarios and validate our approach based on common tasks that users may undertake to extract data from the interface.
5. Having received approval on the wireframes, we worked with the 2Paths development team and the client to hit 2 to 3 week iterations and tackle off user stories that helped us build components of the project in a priority sequence.
6. We worked with 2Paths to merge our design with their agile development process.  DesignStamp designers were kept a minimum of 2 weeks ahead of developer work, so that we could get client approval on the interface decisions and be ready with assets for developers to complete the user stories in time.

Lessons learned from this project:

1. One of our big wins was to align ourselves with the client from the get-go and work with them as partners trying to solve the problem. We took the time to understand the “pain”, and appreciate their goals before we started to do any design work.
2. The time 2Paths spent educating the client on how an agile development process works was worth the effort. Having client buy-in was invaluable, as they knew what to expect, what not to expect and just how we would tackle off the project in incremental bits. 2Paths did a great job managing this.
3. The OECD was the perfect client in many ways. Perfect client=Accommodating, collaborative and open to providing us with the knowledge we needed to do our job well.
4. The agile process works only when the client, and the entire team appreciate the benefit of frequent deliverables. It was also important that designers were kept 2 weeks ahead of the developer work, so that we could have time to work on, and gain approval on interface decisions, prior to the developers needing graphic assets.
5. Modern communication tools helped our global team produce a global project. Say what you will but the project would have been severely impacted if we could not rely on web conferencing and being able to share our desktops in Vancouver with a client in Paris. We had weekly check-in points to keep the client in the loop at all times. Remote conferencing was invaluable for that (even if it meant that the Vancouver team was bleary eyed, attending conference calls at 7 am in the morning!).

This project tested our process by the shear magnitude of the design brief. This project has proved to us once again, that we don’t just create good looking work; we solve problems. We do so by following a user-centric design process that marries business objectives with user goals. And at the end of the project, our biggest rewards: The glowing testimonials from the client and the users who have tested our new interface. You can view our design solution for this project here or contact us if you would like to learn more about our process for solving complex business problems.

2008 has been an eventful year for you. Yup, you read right, for you. It was a year that saw your investments plummet, and a year that promised you “change”. Change can be good, change can be bad. But change was definitely in the air this year for you.

I suggest that 2008 was the year that big became uncool. Big loans, big debts, big car companies, big wars and big promises. All blew up big and showed us that we need to change our way of thinking. No more spending more than our means and living the big American dream. Maybe the problem was scale. If we thought small, if we cared about the little guy and the little things, we may not be in the big mess that we seem to be in? Maybe we could have set up schools to teach something useful to a group of 20 kids at a time, rather than map out how to spend billions of dollars to conquer countries and seize the big oil?

I am going to, narcissistically, use DesignStamp as an example of why I have always thought that small is better than big. Here are top reasons why:

1. Small and focused = not being anything like the BIG 3. And that’s a good thing.
2. Smaller hierarchical overhead means, we react faster, and create solutions that best meet market and client needs.
3. Our greatest strength is to keep our focus on what we do best. To bring 3 sometimes seemingly contrary worlds together and have them build the same thing: brand, business and technology. Technology simply provides the tools for us to translate business goals and create better experiences that build strong brands.
4. We use fewer resources by not having a big office to maintain and virtualize how we work. We pass that benefit to our clients through reduced costs. We also drive less. Really. We are the masters of modern communication and work with people around the world efficiently and effectively. Our productivity and miles-driven ratio, we hope, is inspiring for other businesses.
5. We spend more time in discovery than we do in execution. Smarter initial questions asked means we spend less in overall budget than large production teams that just build what business owners think is required. Our small team model demands shorter production cycles as do our clients budgets.
6. Our bottom-line effects each of us personally. We are all invested in building a profitable, sustainable business. The level of care is reflected in the work we do. If it won’t look good in our portfolio, we won’t do it.
7. Flexibility is the requirement in this economy. We have always valued that in how we approach projects. Whether it is the size of the team assigned to our project, or the technology we use, we are not married to any particular format/platform, if it is not right for you. Our process has flexibility built right into it.
8. We are not anonymous, we do good work by being personally accountable and maintaining a positive attitude. This creates strong constructive relationships between us and our clients. Most of our clients come back to us for projects, which means we develop a shorthand with them that is invaluable.
9. We partner with our clients. We don’t work as external agencies to just deliver the goods asked of them. We function as partners who can validate business goals with audience adoption and technical constraints.
10. We love challenges and constraints. Designers are trained to not just accept boundaries and limitations, but prove value within them. Designers of buildings and furniture work within the constraints of gravity and space to provide excellent solutions. We do the same within the limitations such as pre-defined budgets of time and costs.

So I suggest that if you are focusing on the right thing you have nothing to fear. Fear is self-perpetuating and only leads to more of itself. Positivity breeds positivity. We value clients who remain positive in challenging times, and we do our best to bring a level of fun to every project.

Our focus is to remain small, and steadfast in what we do, and how we do it. We wish you a fulfilling 2009 in which you see small things bring disproportionate happiness to you!

status

1. I have only updated it once (and it’s 2pm). Usually I would update it at least twice by now. My friends seem to update theirs every hour!
2. I woke up from a dismal 3 hours of sleep, and the first thing this morning, I stagger to my office and instead of checking my email, I update my Facebook status first. Before checking my email? Wow.

For those of you hiding under the rock that hides the internet phobic or privacy hounds, Facebook provides you the option of finishing a sentence that begins with <Gagan is…>. That becomes your status for all to see. Some of my status messages from September (from the inane to the informative):

Gagan is telling his dog that wet dog don’t smell good

Gagan is Monday

Gagan is in meetings

Gagan is actualizing (and using big words)

Gagan is CPC, CPM, CPE and every other acronym

In fact if you have any kind of RSS reader , you can keep getting pings throughout the day that will display your friends’ statuses (statuii?) without you doing much of anything at all. The only caveat is that you cannot remove the “is” in

That leads to the name of this post. Generation Is.

I am part of that blurry-eyed generation that is not neatly defined by world politics , war, dreams or the lack thereof . Instead I am defined by the desire for the “now” of information. I don’t have favorite websites, I have favorite RSS feeds. I don’t go out looking for information to be typed up on the pages of a newspaper or even a website for that matter. I rely on my social network to recommend movies, not a corrupt reviewer sitting behind an oak desk. I trust no credentials, but instead I trust the intelligence of masses and look at how many people have saved a link on delicious to decide if a link is good or bad. Give me a bad experience on a website right now, and I make swooping statements about your brand at many cocktail parties. I don’t waste time sorting through spam as Gmail does that for me quite nicely thank you. After all, my status on Facebook can never be as wasteful as “cleaning my inbox”. My here and now status message must wax poetic or be set apart by productivity or philosophy. My networks come with a dot com prefixed to them (LinkedIn, Flickr, Newstoday or, you guessed it, Facebook). I know when a contact has quit their job because she can text me as she walks toward her boss’s door. I know what she tells people about her job officially (LinkedIn) but I also know how she felt day to day at that job (Facebook status). Nothing is hidden from me even information that I have no desire to go search for in the first place. My life, and the information that fills it, has a sense of immediacy to it. My head is constantly filled with ’stuff’. Up-to-the-minute world news, how the planet is going to s#%$ and how people are dying in countries I will never visit. I can now also find out just how my employee or boss really feels about their day or me! A sense of now. A sense of is.

Where is this going?

Gagan is not sure.

Is this good?

Gagan is on the fence.

I look back at how my parents lead their lives. They wrote letters to relatives who lived in other cities. They sent telegrams when there was a sense of urgency and hoped that the news of birth, death and train arrivals got to the recipient within a day or so. My parents actually picked up the phone to arrange dinners and parties. They didn’t even have a day-planner or PDA and instead relied on the calendar with pictures of pretty flowers that hung near the phone. My parents completed a crossword together each day with their morning cup of tea before breakfast. They also read the paper every morning, along with that tea and crossword, to get their daily news. Cup of tea, crossword, newspaper reading and a sit down breakfast. All this before going to work? How did they have the time?

Flash forward to the now and the “is” of me. I just got back from Europe and paid a lot of money for that vacation so I could have the luxury of checking my email only once every couple of weeks. However I couldn’t help it. I fell right back into the “is”. I updated Flickr photos and wrote back to panicked clients and curious friends/family. I even found myself greedy in the “is” of being a tourist. I rushed around taking in sights, food and drink. I was exhausted every evening just from the is-ness of the day. I felt forced to relax by siesta in Barcelona and couldn’t get used to everything coming to a standstill and shutting down every afternoon. I was “is” more often than not, running from one gallery to the next. But truth be told, I wish I had taken the time to just siesta! I guess now that siesta is no longer an option; I yearn to be less “is”.

But it ain’t all bad. I love technology and the immediacy of communication and connection in the world I have bought for myself. I love what all my devices and machines let me make, play and enjoy.

That said, I have to disconnect from IM, email, Skype, Facebook and the phone just to get work done sometimes. And I don’t think everyone I work with understands that need to disconnect, to create. Sometimes a work day is made up of communication. Where does all that communication about the “is” of projects really get me, or for that matter, the project?

I is tired of pings and updates. I is going to log off. I is done for the day.

Whether you are building a product or even a campaign to sell it, read this article, consider its impact on how you have traditionally thought about things, and then ensure that your company is working responsibly (and hiring responsible designers). Pre-thought, planning and good judgement are your most powerful allies and secret weapons for survival in this increasingly complex, fast moving economy.

Lets’ assume you goal is to make a ‘good’ product. What will define this goodness? Is it:

• The feature list?
• Launching in time for (insert your choice of event here). Or
• Making your investors happy?

I can assure you, that if you answered yes to any or all of the above, you are not alone. Most businesses tend to start to stare at their belly buttons at one time or another. It’s natural and it’s a reaction to concentrating on the known instead of dealing with the unknown. While it is good to look inward at times, there is a danger off being blindsided by the real changes that are occuring in the marketplace everyday. Navel gazing is comfortable and offers an addictive sense of control. You can bully your developer into producing the feature list you desire, and working crazy hours will produce a broken alpha product ready for your targeted launch date. You can present a bouncy PowerPoint presentation to your investors and their eyes will glisten with the promise of what you put forth as a future release.

But the global market is littered with the ghosts of companies, big and small, that died from the effects of navel gazing. To stare at your collective navel as a company leads any one or all to the following phenomenon. (Consider the following to be the ‘what not to do’ part of the article’s title.)

1. Amnesia (Simple questions such as: What are we doing? Who are we? Why are we in business, remain unanswered)
2. Blindness (Our competition is way too far behind us for us to care)
3. Paranoia (Make our NDA longer, with more legal clauses than the next prenup Anna Nicole Smith would have to sign…they are out to steal our idea)
4. Temporal Megalomania (We control time. We lead the industry and have the best product. The market only changes when we are ready for that change)
5. Self-Inflating egos (We will always be better than them. We know best)
6. Manic Mood Swings (We have the world’s best product, we have the world’s worst red-tape, we have competent management, we have incompetent workers)
7. Self Mutilation (Fire, lay off and basically chop off limbs in an effort to fix the unknown problem)
8. Suicidal Tendencies (Work on the basis of a fixed burn rate. Spend the money today, we may not have a tomorrow to look forward to)
9. Prostitution (We are building a cool product because we want a company like Yahoo! Or Google to buy us. We don’t need to ship to market, we just need to build the bloody thing, so we don’t need to prove worth)
10. Inertia (The inability to react to anything due to all of the above)

So who’s thinking about your end-user? No one. The user is, for all intents and purposes, dead. They have been sacrificed for a quick turnaround and a bloated piece of technology. In next month article we will delve into the elements to focus on instead of that navel.

Companies that have thought about these elements have always prospered. Whether it is huge success such as that enjoyed by companies like Google or Apple, or the small resounding success of your neighborhood ‘no-brand’ coffee shop. They all share something in common.

Till next time…!