In a recent interview, Michael Beirut noted that wine labels are one of the purest branding experiences: All wine bottles contain the same basic product (wine), so if you don’t know anything about a particular bottle of wine the graphic design of the label and the shape of the bottle are quite often the only methods you have (besides whatever knowledge you might have of the intricate and faceted namespace of wine metadata) to decide whether or not you should buy that Burgundy.

In other words, packaging is a fundamental part of the overall customer experience (aka the user experience). Whether contemplating, holding, carrying, opening, or unpacking a product, it’s “packaging” is everything between (a) the time the customer didn’t even know they wanted it to (b) the first moment actually using what they’ve bought.

And the best (and worst) practices of physical product packaging are, I think, applicable to the digital/virtual product user experience, too.

Here’s an example from the physical world: The other night I opened a bottle of Rioja with a rather unorthodox cork, and I was reminded again of just how much the experience of merely opening a product is one of the most powerful opportunities available to a user experience designer.

The Rioja’s actual cork was perfectly traditional and conventional, but the plastic seal enveloping it so closely hugged the bottle’s lip, and was made of such stiff, thick plastic, that it took me several profanity-laden minutes to finally wrestle the plastic seal from the cork. The whole time my excitement about tasting this new wine turned into resentment towards the brand. A perfectly good branding opportunity utterly ruined by thoughtless user experience design.

Hostile Packaging

Sometimes packaging goes from mere thoughtlessness to downright hostility towards the customer. The day after the Rioja nightmare, I purchased a new USB PCI card for my computer, and was again confronted with a packaging nightmare.

Yes, it’s one of those dreaded clamshell blister packs deliberately designed, it seems, to slice customers’ hands open. I at first took the product here just to show another familiar example of user-unfriendly packaging. But then I started opening it and the example proved itself spectacularly. I tried scissors and an X-acto knife before I finally had to grab a powerful box cutter to cut through the steel-like plastic.

Look, I’m fairly skilled with my hands. I majored in sculpture in college, for crying out loud. How in the world do people without my kind of skills, and presumably without the necessary cutlery tools, actually open these packages without cutting themselves in the process?

Turns out the answer to that question is moot: I cut my finger opening the package — which suggests to me that a very large percentage of other customers must do the same. Is this possible? Can a brand survive when their products spill their customers’ blood? Apparently so, since this packaging is still in wide use. But do I have anything positive to say about these brands? Nope.

In fact, it’s probably no coincidence that I cannot even name any brand whose products come in this style of packages. If holding and opening a new product is a branding moment, shouldn’t opening that product be an opportunity for me to feel good about the brand? Instead of me writing them off as no-name, second-tier junk?

Compare these packaging nightmares/experiences to (naturally) any Apple product, where the box is easy to open, the first exposure to the item itself feels like a revelation, and most importantly the product itself can be touched and admired within seconds.

There’s even a word for this: unboxing. Technology review sites like Engadget and Gizmodo make sure to specifically evaluate the unboxing experience as part of their overall product reviews. In fact, many consumers are so enamored by the unboxing experience of their products that they have created web communities centered around sharing their unboxing experiences with the world, often in obsessive compulsive detail.

Opening the Software Bottle

It’s easy to imagine how these very different modes of thinking about the hardware customer experience translates into interactive and software user experience design. There are just as many risks to absolutely ruin your customer’s experience through careless design, and there are just as many opportunities to enhance the experience, and your brand, through deliberate positive experience designs.

• Is the product easy to install?
• Is the sign-up or registration process easy?
• Does the setup process actually make you excited to start using the product?
• How quickly can you actually start using the product in your life?
• What risks must you take (with your time and your privacy) to get set up? Does the setup process feel intrusive on your privacy or your finances?
• How quickly can you complete your first intended task (e.g., create your first document or make your first phone call)?

Think of your next interactive user experience design as analogous to designing a piece of hardware that comes in a box — and then imagine that you have the power to design the box.

Or imagine that your web site is a bottle of wine, and that the first user’s visit is like uncorking the bottle: Now design the bottle.

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In this final chapter of Pronoun vs. Pronoun (see previous chapters User vs. You, User vs. Tron, and You vs. I), we will now weigh in on the great schism between Me and You.

Almost every web design team I’ve ever worked with has had to, at some point, wrestle with the “Me vs. You” question. In this great debate, the winner was You over at YouTube and YouSendIt.com, and many years ago You won at U-Haul. But the winner was Me over at MyYahoo!, and at MySpace, and at countless other personalized “my.foo.com” sites.

This debate between Me and You, or My and Your, comes up whenever we try to name a personalization feature, or when we need a name the part of the site where personalization appears, or whenever we want to communicate directly to the user in a conversational way. How shall we, the designers, address the user when speaking to them this way? Is the user the “other”, an external, second person with respect to the site or the company, or to the site’s designers? Shall I address the user conversationally as “you”?, or should we try to keep the user distant and only use the third person?

Or does this “conversation” between the web site and You feel a little distant, impersonal, maybe even a little phony? I mean, it’s not like Amazon.com is a sentient person who can actually talk to us. You’re reading computer generated text about your books, your account. Maybe some site designers feel as if the site’s voice should be your voice, as if you were talking to yourself. (e.g., “This is my site!)

It seems like You is used for conversational or imperative modes of communication, while My is often used for nomenclature and branding. Frequently-asked-questions are also usually told with My voice (”How do I format my Windows hard Drive?”), while instruction manuals are generally addressed directly to You.

Product designers, copywriters, and information architects will argue about this forever, but we get really agitated when we see Me and You alternating on the same page!

Thank you for being a Beta user for My Times? Wait, whose Times is it? Is it My Times, or is it Your Times?

Of course, the worst is when computers refer to themselves in the first person. Unless the computer is a certified Turing Test-winning AI, I’m not comfortable with a machine acting like a person through the use of human pronouns. Machines should never use the pronoun me to refer to itself.

As far as I am concerned, the only products that should be allowed to refer to themselves in the first person are made by Apple and begin with the lower case letter i.

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Ceci n’est pas les useurs. (Is the use of little iconic, anonymous, faceless, android-like icons even more dehumanizing than using the word “user”?)

There’s a huge debate going on in the UX community about the use of the word “user”. Some argue that the word demeans the people we are trying to help, that it distances us from them, and that it makes us unable to truly empathize with their wants and needs. Words like “people” and “humans” are suggested instead, reminding us that our users are, in fact, human beings just like us.

I am at best bemused by the arguments, honestly. They feel a little phony, like a way for traditional usability and HCI folks — or marketing people for that matter — to feel or appear a little more folksy and less clinical about their approach to understanding their, um, users. Calling them by a new, friendly-sounding name seems like an effort to undo a possble perception that one may be out of touch with the emerging power of social media and user(oops, I did it again)-generated content.

Jim Drew on the IxDA List said it best, I think:

I find the push to avoid “user” as parallel to referring to employees as “cast members” or any of the other terms which seem clever the first time and make you roll your eyes thereafter. Some weird combo of branding and political correctness.

Does replacing “the user” with “the person” really an improvement? Does using “the person” endear the user (or person) to a product’s designers any better? Does the word “people” engender more empathy than the word “users”? I don’t think so. To me “the person” is equally dull and abstract than user. It’s more awkward and contrived, too — I mean, who actually talks that way?

Besides, the word “user” is a perfectly decent and useful word for when you want to describe an interaction design in a general sense, such as when describing the way a combo box works. I intend to keep using it. I also intend to use other words whenever they are more relevant and appropriate, such as “customer”, “player”, “reader”, “viewer”, “employee”, “renter”, or whatever other term most accurately describes the person or type of person I am talking about.

I call this kind of description “engagement specificity” — articulating the user’s mode of engagement by using the correct word to describe that engagement’s fundamental nature. This is basic English here: just use the right words at the right time, and don’t resort to buzzwords and catchy truisms. In other words, let’s simply try to write accurately and write well.

And besides, we already have the perfect word, and we use it every day in our informal conversations: It’s you.

The Second Person

When describing how to use something to a friend, you (there I did it) will usually say things like “You press the button on the top, then you slide your finger across the slider at the bottom” or “You enter your name and password in the upper left corner”. This is how we already talk about user experiences and indeed about almost anything descriptive, and it is an immensely empathetic manner of speaking. It is the linguistic manifestation of pure empathy: Me imagining what it’s like to be you, and describing my own knowledge through your eyes and actions, using (in literary terms) the second person perspective.

But the weird thing is that we hardly ever write this way, especially not professionally. In fact, in contemporary writing the second person is limited almost exclusively to Choose Your Own Adventure books. The construction has a juvenile, unsophisticated ring to it. It’s seen by many as overly informal, treating the reader a little too familiarly and casually.

But what if we wrote our documentation with the word “You” instead of all of those other euphemisms for users? A very compelling interface specification technique, suggested by Don Norman among others, is to write the user’s manual first: Document all the features as if you were writing the final instructions for the end user, then build the product described in this pre-emptive manual:

Want to know what designers of manuals should do? They should design and write the manual before the product is designed. Make the manual simple and elegant. Then insist that the designers build it the way they have described it. Then we might actually get usable products. and simple manuals.

The best designed products won’t even need manuals.

And why not take this method one step further: Before designing anything, write the product’s manual in the second person as if you were simply speaking informally to a friend about how to use the product, or describing how it works to a colleague or a family member?

I may try this on an upcoming project. Should be interesting, at least.

(Next User vs. Tron)

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Will Wright’s cryptic, clip-art crazy PowerPoint slides make sense when he’s right there talking about them.

Microsoft’s PowerPoint is frequently blamed for the poor quality of many presentations and for a supposedly- disastrous state of communication in both the private and the public spheres. Public speakers are lambasted for their wooden stage presence, crippled by their over-reliance on projected slide shows and meaningless bullet-points. The slides themselves, too, are often rife with design crimes ranging from clip-art diarrhea to impenetrable verbosity.

And because of the ubiquity of the tool and the technique, because public speakers from Al Gore to members of Australia’s Parliament use slideshows to support their speeches, the software itself has become the de facto target of criticism. I don’t think this is quite fair.

[For the purpose of this argument, Keynote on the Mac is basically the same animal as PowerPoint, so with apologies to both Microsoft and Apple I’ll just use the term “PowerPoint” to mean any slideshow method or tool.] MORE…

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The word “experience” comes from the Latin word “experīrī”, or to try.

It’s strange, then, that in modern English the two words, “experience” and “try”, have such different meanings: when we try something we tend to take a sip or a nibble, get our toes wet, or go for a test drive around the block. But when we experience something, we allow it to overtake and engulf us, we admit it fully into our spaces, our lives. A deeper and more lasting understanding is achieved, something fundamentally different than what we get from merely trying something.

The purpose of user experience design, or UXD, is to understand that user behavior can be seen as part of a holistic experiential model instead of as a shallow, temporary hit-and-run encounter. In the domain of user experience, then, we must not mistake trying something for experiencing it.

The most revolutionary products, the things you “never knew you wanted but can’t live without”, only catch on when people are able to move quickly from trying to experiencing.

Some of the ramifications of this distinction include:

Product Reviewing: When testing a new product to see what it’s all about, consider adopting it thoroughly instead of just tinkering around with it. As you explore the product, ask yourself if you are using it like someone who actually bought it with the intention of using it, or if you are merely sweeping through it for a quick overview. At a wine tasting you aren’t supposed to swallow the stuff, but sometimes if you want to understand what it’s really all about you simply have to drink the Kool Aid.

Restaurant reviewers will visit the same establishment five or six times, on different days of the week and at different times of the day. When exploring a new product, consider taking the same approach — how differently would you use it on a busy day versus a slow day, at home versus at work, in a good mood or in a bad mood?

Trying new Social Apps: This is particularly important with social apps, where this phenomenon is exponentially true. You cannot experience a social app unless you are part of a group of people who are all experiencing it together. You cannot, for example, understand what Twitter really is until 20+ people (people who you actually care about) are connected to you as friends and all 20+ of you are using Twitter in your own idiosyncratic ways. A social networking app does not even really exist until there are groups of users trying it out.

Usability Testing: The purpose of usability testing is to simulate the planned user experience as closely as possible. By being conscious of the fact that some experiences involve long commitments and/or large numbers of participants, a usability test may need to be structured very differently than they are today. A prototype for testing may need to be pre-populated with legacy cruft and clutter, as if the test subject had been using it for years. And again, for social apps, this is even more pronounced: Public Betas are, in fact, the best way we currently have to test social apps, but maybe someone will devise a way of simulating the cruft and clutter by simulating real people in a network where few real people actually exist.

Product (or Website!) Design: Allow your users to rapidly transition from trying your product to experiencing it, by making the initial stages of the interaction with the product as seductive and addictive as possible. Apple’s “out of the box” seduction is the gold standard for this, but the tradition goes back to the simpler arts: James Bond movies always open with a high-voltage action sequence. And the most basic rule of journalism is to catch the reader’s attention in the first paragraph.

In Dont Make Me Think, Steve Krug posits that the first question a web site should answer for a user is “what is this?” It’s surprising how many sites fail utterly at this. If your web page cannot tell a user immediately what the hell it is, why it’s useful, etc., you’re already putting up a major obstacle between trying and experiencing. Krug’s book, in fact, can easily be seen as a concise manual on how to smooth the path from try to experience.

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My IA Summit presentation was an experiment in what is a new presentation style for me. I have long admired the rapid-fire presentation style of Lawrence Lessig (aka the “Lessig method“) and in particular the example of Dick Hardt’s keynote at Identity 2.0. Also, I’ve always wanted to achieve the same aesthetic and pedagogical dazzle that my freshman art history teacher managed to lay down every Friday morning at 9:30 to a room full of overworked and/or hung-over art students.

I knew from the start that I would have a lot of slides – that was part of my basic concept, to show style in action across a broad variety of professional disciplines, as a quick barrage of images to drive home the point. In most of my day-to-day business or academic presentations, “1-minute-per-slide” is a pretty good rule of thumb, but for this presentation I ended up with 239 slides to show in 40 minutes. That’s one slide every ten seconds!

I was shocked that it actually worked – quite frankly I was bracing myself for a train wreck. The biggest reason for my surprise is that although I worked extraordinarily hard on the talk, I didn’t manage to get even one chance to rehearse it to see if it even came remotely close to fitting in at under 40 minutes. But in the end, thanks only I suppose to my intuition about my speaking skills, I managed to get to the final slide with five minutes to spare and without losing too much momentum along the way, even as I had to disappointingly breeze through a couple of segments.

About the Topic

After doing all the research and all the thinking, after diving so deeply into the subject of style, I still feel there’s a LOT to say about it. In fact, I feel like my 239 slides barely scratched the surface. Due to time constraints, I glossed over my discussion of three fascinating topics:

Functionalist Modernism

The first was a more in-depth discussion – a refutation, in fact – of what I call “functionalist modernism”. I touched on it briefly with one example, showing that Charles and Ray Eames were not at all the form-follows-function minimalists contemporary design catalogues would have us believe, but that, rather, they loved ornament, kitsch, bric-a-brac, patterns, and all of the decorative crimes that the true modernist eschews. In other words, they were immersed in an ocean of style.

But my primary target was Le Corbusier, an icon of functionalist modernism whose posture as a scientifically-based designer was, in fact, a self-deceptive sham – in much the same way that I think that much of today’s “lab coat” information architecture (and indeed a certain subset of the broader design world) is, sadly, a self-deceptive sham in which style exists but is deliberately obscured.

I also wanted to heap more praise on Alain de Botton’s The Architecture of Happiness, a book that I think not only puts the lie to so-called functionalist modernism, but exposes the deeply poetic and humane nature of good architecture – a way of thinking about architecture that, I think, has yet to be explored adequately in the world of information architecture (a connection that, I think, Donald Norman attempted to make in his under-appreciated Emotional Design).

Abductive Reasoning

The second topic I had to skip over was my discussion of “adbductive reasononing”, a type of semi-logical thinking that envisions not what is (as with inductive and deductive reasoning) but what might be or what could be, a type of thinking more common among artists and designers. I wanted to connect this with the concept of “design thinking”, a methodology that is the inverse of the business-based risk-averse process of building products to precisely fill carefully-measured needs… but after reading Dan Saffer’s lament on the topic, I’m reluctant to use that term any more (a post on this is to come) so in a way I’m glad I didn’t go into it too much.

Christopher Alexander’s Design Patterns

Finally, I sadly had to skip over my take on Christopher Alexander’s concept of design patterns. Alexander’s name is dropped frequently these days, especially in the interaction design field, but I see his work very differently than I think most people are currently interpreting it. I consider Alexander’s design patterns to be highly idiosyncratric, deeply creative, overtly political, a wee bit spiritual, and ultimately poetic in nature – which is to say that they are not at all the scientifically-based proven best practices they are too-often presented as. I would even say that Alexander was advocating a certain style of architectural theory.

For Future Development

After all the research and writing, my appetite for this topic is only just beginning. I’m not even entirely sure if the concept of “style” covers the full breadth of what I am seeing here – perhaps it’s more about aesthetics or the re-emergence of the formal and decorative, even the idiosyncratic and poetic, as key drivers of good design.

I have uncovered surprising connections between truly fascinating subjects. I’ve found remarkable authors and designers whose work I was previously unfamiliar with (who on earth is Mr. Keedy and how did he get to be so clever?). It’s clear to me that there is an incredible amount of additional material here, and a lot more for me to think about and say. I would love a chance to continue developing this topic, whether as a longer presentation, more formal articles, or even, heavens, a book.

In the Sausage Factory

If you can stomach it, I wanted to share a little insight into the development of my presentation (or, if you will, the magnitude of my procrastination).

I was working on the speech and the slideshow all night right up to my Friday morning flight, on the plane, off and on throughout the conference, and all night long leading right into my Monday morning session. While in Vegas, however, I did manage to squeeze in a stunning dinner at Bouchon, a drive-in showing of 300 with a few six packs and some excellent soul food, and, on the final night before speaking, a rapid-series of thematic drinks at Quark’s Bar at the Star Trek Experience (including a massive “Warp Core Breach”).

Yes, that’s right, I had too many drinks and absolutely no sleep in the 24 hours before speaking. While the drinking didn’t help any, I do kind of thrive in no-sleep circumstances, actually, as long as a quart of coffee is consumed immediately prior to the moment when top-performance is required (this does not, however, apply to athletic performance, however).

Lou Dorfsman, the great advertising and design luminary, once told my partner Jeff Piazza that his secret to giving a great presentation was to gulp down a shot of Scotch immediately before speaking. I have immense respect for that, I really do, but I guess I’m just made of somewhat different stuff than Mr. Dorfsman.

My work process can be divided into five very distinct phases:

1. Topic Generation (two weeks of occasional work): The topic and the presentation format came to me in the most clichéd of contexts – in the shower. I was a last-minute addition to the Summit schedule after another speaker had to withdraw, so I was already a month or two behind when I was asked to participate (and the fact that I was permitted to skip the judging process only put more pressure on me to do a kick-ass presentation). It took about two weeks from having the initial ten-word concept before I got to the point where I could write a coherent three paragraphs about the topic, and by that point it was too late to get my description into any of the printed materials for the conference.
2. Idea Collection/Research (four weeks of occasional work): Idly and intermittently thumbing through my bookshelf, browsing the web, bookmarking links, jotting down random thoughts in my sketchbook, and writing jumbled blog drafts. At no point in this timeframe did I have an overall outline of the final presentation – I was letting the research and my own unpredictable inspirations shape my thinking.
3. Formal Preparation (five semi-intense evenings): This is where I picked up a few new books and consumed them rapidly, and where I formed the bulk of the overarching concept. During this time I mostly focused on switching back and forth between gathering raw materials (copying or transcribing text snippets into my outline, structuring the outline, and collecting/scanning/photographing images for use in the PowerPoint show) and actually writing my original commentary. I had the final outline 50% done in this timeframe, and had probably written down about 30% of the actual words I wanted to say, but only about 10 slides were actually in the PowerPoint deck at this point. It’s three days before showtime.
4. Frenzy! (four intense days and nights): This was the most schizophrenic part. I was quite literally doing a little of everything during the final four days. I would spend an hour fine-tuning individual slides, aligning images and normalizing fonts, only to spend the next hour completely re-ordering the thematic flow of the whole presentation and writing the final script. Intense and completely random alternation between micro and macro.
5. Purge! (2-3 hours): Only in the final hours before showtime did I actually throw in the towel on some sections of the presentation that I knew I would not be able to discuss adequately. I deleted about 10 pages of what would ultimately be a 33-page script, and maybe 50 slides to bring the total PowerPoint page count to 239. I’ve saved all the deleted material, so they’ll probably come up again in a longer-format version of this topic.

I’m very happy to note that my process was entirely consistent with the basic premise of my talk: I had my final delivery style decided very early on, my fundamental outline was never really final until nearly the last minute, and in any event it didn’t completely dictate the content anyway but rather the concept was as much influenced by the content itself – in the same way, I think, that a product’s style shapes that product’s basic premise as much as the premise sets the framework for the product’s ultimate style.

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It’s been a little less than a week since my IA Summit presentation. To my great surprise, it went really well. I mean really well. In the next day or so I will be posting a summary of my experiences preparing and discussing my topic, which was, in a word, style.

Many people came to me after my presentation asking me not only to post the slides themselves, but also to post the reading list since I did discuss a lot of books and sites that deeply influenced my thinking. So here’s all the stuff:

Slideshow

• Slideshow as PDF (19mb PDF)
• SlideShare presentation (Part 1 of 5)
• SlideShare presentation (Part 2 of 5)
• SlideShare presentation (Part 3 of 5)
• SlideShare presentation (Part 4 of 5)
• SlideShare presentation (Part 5 of 5)

Reading List

These readings are in roughly the same pedagogical sequence that the concepts appeared in my presentation. Note that not all of these were actually cited in the talk, but I did have all of them either at hand or in mind as I wrote.

MORE…

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I am speaking next Monday at the 2007 ASIS&T Information Architecture Summit in Las Vegas.

My topic will be “Interaction Design Style“. It will be a highly visual romp through a variety of topic having to do with the concept of style and how it fits into the design of interactive systems:

• The definition of style.
• The history and meaning of the concept of “style”, across many disciplines including art, architecture, music, design, writing, and more. Style is not not just fashion!
• How a consciousness of style can and should fit into a user-centered design process.
• How style constrains the design process, through both the anxiety of influence and through the availability of overly easy solutions.
• How style inspires the design process, opening us to new ideas we might never have thought of.
• How style guides the design process through pattern libraries, best practices, and more.

I was inspired in part by Stewart Brand’s 2003 IA keynote speech, in which he dismissed style (and fashion, and art) as an ephemeral, superficial, and ultimately flimsy basis for design strategies, an assertion that rubbed me a little wrong. Lately this has come back to me because style, broadly defined, is not brushed aside at all in so many other worlds of design and development. It’s not a dirty word.

Maybe, I thought, there are in fact major stylistic drivers behind much of what interaction designers and information architects do, in the same way that style drives much of architecture, music, etc. Maybe we shouldn’t reject stylistic influences, but should instead embrace them.

I’m working feverishly to make the most thought-provoking and interesting 45 minutes I can craft. It’s not going to be a research paper nor will it be a case study — it will be something I hope will be at least a little entertaining and educational, but most importantly a little eye-opening and inspiring. There will be lots and lots of pretty pictures!

Monday at 9:30 in the “Mesquite Room”. I hope to see you there!

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