Enterprise 2.0 Wrap-up

Each year the Enterprise 2.0 Conference has been different for me, this was my third year in a row attending. Two years ago there were a organizations trying these tools (other than on a server under somebody’s desk), tool makers were trying to catch-up to potential customer desires, and most consultants were trying to apply old models of thinking to Enterprise 2.0 (which broke most of their models). Last year the tools started to catch-up with offerings that were much closer to customer desires, a much broader set of businesses were interested and looking for understanding, and the big consulting firms were touting their successes with out understanding what they did.

This year at Enterprise 2.0 had a very different feel. There is getting to be good depth of understanding of the potential capabilities from customers. The tool makers are really hitting stride and solving some of the tricky problems that come with a six months to a year of use inside an organization (see sub-head below "Open Source Tools as First Step") to understand what the tool makers are doing is valuable. Consultants are getting it, but the big consulting firms continue to have value in individuals and not the firms. The most impressive consultants (and analysts) are the solo players and small firms.

Twitter and Microsharing for Enterprise

There were a handful of very well attended sessions on Twitter and similar microsharing tools for the enterprise this year (last year only one). The sessions were largely love-fests of "isn’t this great" and "here is the value", which is good. But, there are some downsides that need addressing and sticking my head in a few sessions (too packed to get a seat) and talking with others who attended the sessions, the downsides (they have solutions, but not quite built yet) were not highlighted nor were the potential solutions.

I am skipping the positives of these tools as they are can be found quite readily. The cautions and lessons learned relate to two points the volume & velocity of information and use/reuse of the snippets.

Nearly every organization that has successful adoption with microsharing tools quickly believes there can be too much of a good thing. Like my presentation last year at Enterprise 2.0 (After Noah: Making sense of the flood (of information) microsharing has great content flowing through it, but it needs filters (on who and what) as well as as attractors for grabbing things that are valuable that pass through when the user is not looking (the "if it is valuable it will find you" is not something that you want your organization to depend upon).

The second issue is use and reuse of that information. The information snippets running through the microsharing tools are often valuable, some have future value and are received out of the context of need, while others have current value. Most of the tools only focus on sharing the snippets not holding on to them or easily turning them into other valuable information forms (documents, blogs, aggregation of related items for discussion, etc.). Without thinking of what comes next with information flows in the organization’s ecosystem problems get created quickly from the cool adoption. That is not to say that the solutions are difficult or around the corner, but they are not in most products yet.

One service that I saw in the exhibit hall that used the organization’s ecosystem well was Brainpark. Brainpark is a mix of microsharing, aggregation of information and objects, and builds off of experience across the organization. It is a hosted solution that is a fully open space and transparent across the organization (depending on your organization that is good or less than optimal (Sarbanes Oxley peeks in).

Case Studies Predominantly from Government and Government Contractors

This year, just like the past two a majority of the case studies were government or government contractors. Susan Scrupski asked in a Tweet why this was so. One reason (having worked inside government as a contractor doing this things nearly a decade ago) is freedom to talk about what is going on. Many businesses look at these tools as competitive advantage and will talk about the their success on a high level, but lessons learned (downsides) start running into SEC regulations and admissions of less than optimal results (a downside for stocks). Also many of the companies using the new breed of social tools are technology related companies and often they are considering how to turn what they have deployed into a product they can sell in the future or at least a service offering. This sharing can run a foul of SEC restrictions. The government organizations and government contracting companies are freer to discuss their implementation of these tools and the contracting companies see this as a means to pitch their capabilities.

Last year Lockheed Martin generated a lot of buzz with their discussion of the platform they assembled and built. This year they discussed it in more depth, but the point that the only two infringements on their service were one person selling their car (no commerce is allowed) and one person criticizing a decision by the CEO (nobody is allow to criticize the CEO) were good for demonstrating how well people use the social tools with little concern (although the buzz from LM’s presentation to a person this year was "I will never work for LM because you can’t criticize the CEO").

Booz Allen Hamilton was the Open Enterprise winner and discussed in-depth their tool deployment and their use of open source tools and low cost for deploying. This was quite a different perspective from Lockheed Martin’s deployment last year that was incredibly costly.

Open Source Tools as First Step

One thing that I have seen across the years, not only at Enterprise 2.0 but prior, is that many organizations start their social tool endeavors with open source tools. While I am a big proponent of open source tools, one has to be mindful of the disadvantages as well as the advantages (just like every other tool). Open source tools are a good first step to see how tools could be used in an organization, but many of the tools need extensive customization to scale and to meet the the user experience and social needs of those who are not an organization’s early adopters.

In my presentation last year "After Noah…" most of the downsides and lessons learned came from people deploying Scuttle as their social bookmarking tool. Scuttle is a decent tool for small deployments in-house that do not need to scale, but the management of the tools and the lack of intelligence in Scuttle that is needed to deliver solid knowledge and understanding around the organization are not in it. There are many elements in Scuttle that limit adoption, unless in a very tech savvy environment, and require moving to a real social bookmarking and tagging solution after six month or a year. Not only is adoption hindered, but easily surfacing information, knowledge, and intelligence captured in the tool is really difficult. Scuttle lacks the algorithms, social understanding, contextual engine, and user experience to be a long term (more than one year) solution for anything more than a small division.

The other open source tool that is widely deployed and equally as problematic as Scuttle is MediaWiki. I continually see MediaWiki deployed because it is “what is under Wikipedia”. While that is well and good to get started, MediaWiki falls into the same problems as Scuttle with adoption, scale, lack of the essentials, and missing intelligence engines. MediaWiki requires heavy modifications to work around these problems. One of the problems that is most problematic are those around human social interactions, which nearly every organization I talk with lacks in their resources as they development and design teams that build, implement, and incrementally improve their products.

Both of these tool types (social bookmarking and wikis) have great commercial products that provide much better overall adoption opportunities as well as have full-time staff who understand what is needed to get the most value out of what is contributed and how to include the difficult pieces around sociality, which greatly increase adoption and long term use.

More Than Just Tools

This year there was quite a bit of discussion at Enterprise 2.0 around tools are good, but there is much much more than just tools as as a solution. Adoption practices were discussed broadly, but some of the best snippets that echo my experience were in the video clips captured by and used by Stowe Boyd and Oliver Marks in their Open Enterprise session (the full collection of unedited video interviews are available at Enterprise 2.0 - Open Enterprise [http://enterprise2blog.com/category/open-enterprise-2009/]). One snippet that rang very true was from Charlene Li where she talked about a large hindrance to adoption was people lacking the understanding of what openness is in the enterprise and that it is a possibility. I often find most organizations need to have the conceptual model (understanding of what the tools are and freedom and control put in the people’s hands as well as it is their organization allowing them to do this) into people’s head is the first step and not talking "carrots and sticks", which often lead to less than optimal long term outcomes and often are counter productive.

It was great to hear other people discussing this in sessions as well as the hallway conversations. If this is of interest the full videos have been made available to the community to listen to and use as an open resource. Please go take advantage of it and use them to help get informed.

Gaps in Sociality

Much of my discussions with my clients and potential clients as well as my 13 years of experience building, maintaining, and improving social tools for use involves focusing on what holds back adoption and use of tools. There are four elements that need to be in balance: Tools, user experience (ease of use), sociality, and adoption/engagement resources. Much of that was discussed in sessions at Enterprise 2.0 this year was tools and adoption/engagement strategies (as just stated there were some large holes in adoption and engagement strategies). On the exhibit hall floor the vendors were touting their ease of use and user experience that is built into their products.

The big gap that was really weak was sociality. As those who have deployed tools and worked to improve them have found how people interact with other people in these digital social tools is a large area that needs addressing. This is one area that really needs to be addressed within the tools as the depth of understanding needed inside organizations to add this is rarely there. There is a large education effort needed to explain what all of this is, how to think about it, how to evaluate tools/solutions around it, how to assess existing deployments, and how to then improve them. When I have IT shops or developers in my workshops this is an area that is really not familiar to most of them. Some of the user experience designers have an understanding of the need, but lack the skills to get the back end development in place to feed the front end components. Most decision makers do not have this on their radar (unless they have had tools and services running for 6 months to a year and are looking for that next step up), but even when they do they only understand something there is broken and lack enough understanding to know how to understand the problems and then address it.

As I talked with people in the hallways and late at night and mentioned scenarios that are indicators of problems in tools around sociality, nearly everybody said yes we see a lot. To a person not one of them had thought of sociality as a problem or even knew of anybody who could help understand it and address it.

This is the next hurdle to start getting over. Hopefully next year and at this Fall’s Enterprise 2.0 in San Francisco, this will be subject matter that is covered so to highlight where the problems lay and how to start working with vendors and developers on ways to improve on what is there.

[If you are looking to get a grounding in this I am finally offering workshops on Social Design for Enterprise, which is described in more depth in the Rock Stars of Social CRM. The real stories, experience, value to organizations, tethering CRM and interaction in social tools not only was great from a showing the power of use of tools in a manner that had deep business value, but the stories of real use and lack of tools and services around optimized use of the tools. This session really should have been not only in the main tracks, but could have stood out enough to have been a main session. It added credibility and depth of understanding social tools from a business perspective in a manner that makes the usual social media discussions look incredibly thin. Radian6, Chris Brogan, Paul Greenberg, Brent Leary, Frank Eliason, and Michael Thomas (National President of the CRM Association) did a killer job with this session and totally rocked the house.

Tagging

Lastly, tagging. While there was not tagging focussed session and tagging has become the sleeping giant (nearly every social software consultant with deep background asked why there was not a session on tagging as they are finding it is one of the most valuable resources in their tool belt for driving value to their customers). Connectbeam and Lotus Connections Dogear were on the Exhibition floor and were getting attention, I heard nearly every other vendor touting they have tagging in their offerings. This is a good thing and something that is also problematic.

About four years ago I prognosticated tagging would be in most tools, but that reality was going to be problematic unless tagging was done well (at a minimum object being tagged, tag, and cross tool identity of the person tagging). Well this last year I had one large client hit that problem and since I have heard of it five or six more times. While some commercial tools have done tagging well most home grown or open source solutions (see the WikiMedia mention above) do not.

My presentation from last year is even more relevant this year and there is a dire need for aggregation and disambiguation across tagging in various tools. At the Enterprise 2.0 conference I heard this echoed many times when I started asking about tagging in deployments. There is much more to write on this and to share (yes the book is still coming and much of this will be addressed there as well as in future posts).

Summary

Enterprise 2.0 has become my favorite conference as the problems I have been seeing for years and working on resolutions are echoed here. The reality of Web 2.0 and social interaction hits home here, particularly the lack of depth and problems in the Web 2.0 tools (which also need to be addressed, but with millions of users it looks like success not a really small percentage of adoption).

I am looking forward to next year as well as the Enterprise 2.0 San Francisco conference in the Fall.

July 7, 2009 in Applications, Community, Conferences, Enterprise, Folksonomy, Knowledge Management, Marketplace, Social Software, Technology, Usability, Web/Tech | Permalink | Comments (3) | TrackBack

Social Design for the Enterprise Workshop in Washington, DC Area

I am finally bringing workshop to my home base, the Washington, DC area. I am putting on a my “Social Design for the Enterprise” half-day workshop on the afternoon of July 17th at Viget Labs (register from this prior link).

Yes, it is a Friday in the Summer in Washington, DC area. This is the filter to sort out who really wants to improve what they offer and how successful they want their products and solutions to be.

Past Attendees have Said...

“A few hours and a few hundred dollar saved us tens of thousands, if not well into six figures dollars of value through improving our understanding” (Global insurance company intranet director)

From an in-house workshop…
“We are only an hour in, can we stop? We need to get many more people here to hear this as we have been on the wrong path as an organization” (National consumer service provider)

“Can you let us know when you give this again as we need our [big consulting firm] here, they need to hear that this is the path and focus we need” (Fortune 100 company senior manager for collaboration platforms)

“In the last 15 minutes what you walked us through helped us understand a problem we have had for 2 years and a provided manner to think about it in a way we can finally move forward and solve it” (CEO social tool product company)

Is the Workshop Only for Designers?

No, the workshop is aimed at a broad audience. The focus of the workshop gets beyond the tools’ features and functionality to provide understanding of the other elements that make a giant difference in adoption, use, and value derived by people using and the system owners.

The workshop is for user experience designers (information architects, interaction designers, social interaction designers, etc.), developers, product managers, buyers, implementers, and those with social tools running already running.

Not Only for Enterprise

This workshop with address problems for designing social tools for much better adoption in the enterprise (in-house use in business, government, & non-profit), but web facing social tools.

The Workshop will Address…

Designing for social comfort requires understanding how people interact in a non-mediated environment and what realities that we know from that understanding must we include in our design and development for use and adoption of our digital social tools if we want optimal adoption and use.

  • Tools do not need to be constrained by accepting the 1-9-90 myth.
  • Understanding the social build order and how to use that to identify gaps that need design solutions
  • Social comfort as a key component
  • Matrix of Perception to better understanding who the use types are and how deeply the use the tool so to build to their needs and delivering much greater value for them, which leads to improved use and adoption
  • Using the for elements for enterprise social tool success (as well as web facing) to better understand where and how to focus understanding gaps and needs for improvement.
  • Ways user experience design can be implemented to increase adoption, use, and value
  • How social design needs are different from Web 2.0 and what Web 2.0 could improve with this understanding

More info...

For more information and registration to to Viget Lab's Social Design for the Enterprise page.

I look forward to seeing you there.

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June 26, 2009 in Access to Info, Community, Enterprise, Folksonomy, Information Architecture, Information Creation, Interface, Knowledge Management, Research, Social Software, Usability, Web, Web/Tech | Permalink | Comments (0) | TrackBack

LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 2 of 2

This is the second of two posts on the subject, the first post LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 1 or 2 gives the lead-in to this post.

Lessons To Learn

Sadly, the new social functionality has broken much of worked well as an ambient social tool. More problematic was LinkedIn did not seem to grasp what it had: so to build on top of very good start, but it seemingly looked at Facebook for inspiration, but Facebook does not seem to be aware of good social interaction design practices.

When building social tools for broad audiences (more than 3,000 people) — which open services on the web are — there is a progression of 3 things that must be accounted for in the planning stages: 1) Velocity; 2) Volume; 3) Relevance.

As social tools start getting used they go through a progression one of them are these three stages of concern. Velocity of information is how quickly information is added by the community and has turn over on the in the frameworks. Volume is the mass of information that accumulates over time that will force how information is shared, found, and used. Relevance becomes essential when there is large volume and filtering is needed for information flows and for allowing people using the service to have a manageable stream of information that is relevant to their needs.

Many social services can go through these three stages in a few short months if they have 50,000 users or more. LinkedIn does not seem to have considered getting to and beyond the first stage in their planning.

Social Interaction at Scale & Volume

As LinkedIn has added social features they have created more streams of information in their flow. More streams lead to more velocity of information. This can be good if the basic concepts for understanding monitoring these streams as well as providing methods for moving things out of the flow so they can be acted upon or set into a personal task flow.

It seems as if the new social features are aimed at the roughly 80 percent that have 100 or fewer connections, not the moderate or heavy connectors who are the unpaid evangelists that have helped LinkedIn grow. Not understanding the value various segments bring to a service and how to satisfy those groups is rather short sighted

Social Tsunami on Homepage

The one thing that started the frustration with LinkedIn’s shift was the flood of unrelated social items on the homepage. Much of the social content shared is personal ID focused and not group or work focused (even when shared in groups or work related settings - a quick look at activity summaries regularly shows this).

One of the task flows I had with LinkedIn was to accept a connection or get notification of a connection then go to their profile page and download their vCard. The social tsunami that took over the front page of LinkedIn made that task all-but impossible. Part of it is the velocity of information running through the front page for connections increased, velocity the design did not account for.

Additionally, the new social components started eating up valuable real estate on that page and had no simple interaction design convention for minimizing, hiding, or turning off that module of functionality from the page.

Eventually the ability to turn off notifications to the social tools was added to the Settings page, but there is no notification of that functionality on where the problem exists, the pages where this container shows up (we learned this in software design in the early 90s). Also problematic is the social elements are clustered by task/tool relevance and not person or subject. Including pivots could greatly improve this as well as allow for shifting context by the person using LinkedIn.

LinkedIn Account & Settings Network Updates

Focal prioritization is essential to include in initial planning, as this becomes critical when dealing with the relevance stage or even handling a scaling volume of information. Each person using a service is going to have a slightly different set of priorities for relevance and focus. This is going to require some malleability of the system interface to allow for personal optimization of their relevance and streams.

This is not emergent behavior but the reality of what happens when systems scale. LinkedIn is built “;like a classic chamber meeting where networking is orchestrated”;, as stated by Margaret Rosas. Sadly, LinkedIn is not built for flexibility that is needed as systems scale to or beyond the volume stage. It is built as if this was a surprise, which prior to 18 months ago LinkedIn’s careful approach was much smoother with their growth of features and functionality.

LinkedIn changed its layout and structure of its pages to account for the coming new functionality, which is quite smart. But it did so in a manner that seemed to consider all notifications and functionality should have the same focus.

If you remove notifications, there is no ambient notification to let you know there is really any activity. The front page is part portal and part dashboard, but the distinct concepts around these two approaches seem to have baffled the interaction designers and developers.

LinkedIn: Social Node or Social Hub?

LinkedIn also seems quite schizophrenic as to its social purpose. It has built part of the social framework as if the rest of the web only allowed limited interaction with it, which it would make it just a node on a network. This destination framework does not account for people having any other service that provides social features that could easily be shared in or out.

The other side of LinkedIn is a hub, which information flows though. Inbound status messages from other services show up in LinkedIn’s pages as to the “applications”, but using connecting identity in a manner that permits not having Twitter messages I read elsewhere show up in LinkedIn would be more than helpful (yes, part of this is OAuth, which Twitter and many other have not deemed valuable yet (come on Twitter this is not rocket surgery). The applications and information it allows in is limited to a relatively small number of services. Having a small number of services integrated should allow for contextual relevance of the objects, but that would be assuming again LinkedIn was well thought through. This interaction with services would also benefit form LinkedIn offering OpenID as well as OAuth integration to ease the pain and security.

LinkedIn does not have an open API as of yet (this should have happened when they launched status and some other social elements). The LinkedIn API for status would allow LinkedIn to be a sharing out hub as well as the partially capable in-bound hub it already is. LinkedIn is a business focussed social environment, but has not realized its DNA is business based and there are task flows and workflows to enable that would make a lot of sense.

LinkedIn Forgot the “Me” in Social

All social begins with me. Social interaction is about an individuals intentions, actions, and their activities. What things a person wants to share with others and how interact with is one part of the social framework. Another other is consumption and working with the flows of content generated by others. LinkedIn did a decent job with flow until it started adding the more social features in the last 18 months. What LinkedIn did know (focus and purpose) they now show little grasp of understanding as their features have created more flow and more velocity for the information ebbing through the service with no planning for it. It takes very little understanding of social tools to know that this will likely happen and there are interaction elements that are going to be required to handle this, for example moving things out of the flow.

Many people want to see those they have just connected with, things they just published/shared and responses. There is also the desire to hold on to things that are relevant to the individual. This holding on to things requires a means to favorite or put it in place where things can be collected and worked on later. These things could be single comments in group discussions, people’s names/profiles who are surfacing, notifications, etc.

With the velocity of information increasing in LinkedIn the capability to perform a task and drop back into the flow where you were is gone. Any decent interaction designer for social tools knows this reality and had a stack of solutions to set in place from the outset.

Social Context in Groups

The math of social software for people is the mostly the one-to-one relationships and being able to see those. But, social software occasionally is about communicating to groups.

LinkedIn added group discussions, but did this as if the last 10 to 15 years in forums and groupware platforms never existed. The group discussions are not threaded nor do they offer the option to turn on threading for the discussions (this has been default for off-the-shelf forums for over 8 years at least). Also lacking is the capability to hold on to and collect valuable items found in discussions, let alone a means to personally contextualize them.

Another thing LinkedIn fails to grasp is contextual relationships to people in the discussions. For example, if someone I know has started or commented in a group discussion the service should highlight this. There is a potentially higher social contextual relevance for that piece of information. When information starts turning from a stream into a flood this becomes insanely important.

Once this reality of contextualizing is realized, there are a couple of options that are likely to be needed quite quickly after. One is adding new people in the discussion that we interact with; this context could be surfaced in the discussion or used to augment the rational surfaced in the recommendations.

LinkedIn Georgetown University GroupEmail from groups should not be from the organization name of the group as that looks like it is from the organization. I get official information from organizations, but lacking the understanding of contextual information for e-mail makes an even greater mess of e-mail and group interactions when this is lazily designed. The “from” should begin with LinkedIn group or some other notation.

Context for Events

When LinkedIn added events, I started getting invitations to attend them. But, the wording of the invites made it sound like they were personal invitations, which is not the context they were intended. It took quite a few rather embarrassing e-mails for many events, if they were really requesting my attendance or if it was just an announcement of the event. Understanding a modicum of social interaction and social etiquette would have saved those embarrassing e-mails.

Events also launched with many bugs (many have been ironed out, but most were of the rather blatant variety). One downside of events is there are already an over abundance of event tools, which work rather well (this is a really tough tool set to get right and build). Nearly everybody I talk to has wondered why LinkedIn did not use something like Confabb to license it or buy it (there are many event services available), rather than using their own resources on something that is not up to the level of competing products. Lastly, with regard to events, while the recommendation for connections is good in LinkedIn, the recommendations for events is absolutely horrid. If that is who LinkedIn thinks I am I need a new service now.

Models for Messaging Flows

One of the things that has been flawed in LinkedIn for quite some time is messaging flows. I liked that they pushed messaging out into e-mail and I could respond to a person from my e-mail. One thing that is missing is LinkedIn not updating their messaging flows. Looking in LinkedIn it is quite often impossible to sort out. When I stated I continually have this problem, Jess Leccetti stated, “I’ve had that exact problem! I thought it was my comp being buggy!” Messaging across various media channels is tough and most often fractured. But, when offering a solution it is important to get it right.

Profile Comments Go In...

Finally LinkedIn added the capability to for people using the service to add their own private comments on to other’s profiles. This is a great addition as it allows the means to add context to files. Sadly, it does not seem to surface that information in any other manner other than going to the individual pages.

This lack of functionality outside each profile page is really mind blowing, as it leaves out the capability for using it for tagging, contextual grouping, search aggregation, and use these aggregations for sharing up dates or filtering what is shared. There are emergent activities that could evolve out of these functionalities, but again this seems to not be well thought through.

One approach is a nice simple personal tagging or labeling interaction layer with clickable aggregation interface option. This would allow simply applying glue to personally thread items together through light aggregation. The current comment system only creates islands of context that have chasms between it and other relevant or related items.

Next Steps

LinkedIn needs to get some people in that grasp social interaction design. They purportedly have some, but I am not sure they have influence or the depth of knowledge needed (either is problematic). The LinkedIn service seems to be proof something is horribly wrong along these lines.

LinkedIn also seems to be a victim of not sorting-out what it wants to be. If it wants to be a Facebook for business, the route they are taking is not going to work well for the business users as it is greatly lacking solid functionality and cohesive interaction design with task flows enabled. LinkedIn needs to be LinkedIn and not a Facebook for business.

As many on Twitter have stated, one seemingly viable option is LinkedIn’s social additions of the last 18 months should all be thrown out and simply start over. The only piece that seems to have much positive feedback is the Q&A section, which is not something that I have interest in, but seems to work passably for others.

More coherently, a real reality check is needed at LinkedIn. They must to stop adding features and functionality until they learn to fix what they have added. They need to begin with understanding how social interaction happens, how it scales, and how people need it to work at scale. Stop looking at Facebook for what features to add. LinkedIn has some deep value as a work and business focussed social site, but that is going to require a different focus that what has been applied in the last year to 18 months.

I have deep fear that LinkedIn views what is happening is emergent (emergence happens when things are used in an unpredictable manner: whether wholly unpredictable or unpredictable in that context). What is happening in LinkedIn is not emergent. It is quite predictable: This is what happens at scale with social systems and their information flows.

A grasp of social systems and their uses at various levels of scale (and potential for various interactions and needs) is really needed at LinkedIn. The slowness to act (or, sadly, react as if this was an unknown potential) and fix what they have is not a great sign of encouragement for the organization. Hopefully having Reid Hoffman back as CEO and with Jeff Wiener as President can pull this into focus and set things on a sane path.

February 10, 2009 in Attraction, Community, Enterprise, Folksonomy, Identity, Information Architecture, Interface, Refindability, Social Software, Usability, Web | Permalink | Comments (1) | TrackBack

LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 1 of 2

Why LinkedIn Needs to Have a Better Grasp of Social

A heavy user of LinkedIn, I have been hearing identical complaints to my own as regular business networking event conversation fodder for the last six months or more. Light users of LinkedIn as well as those of us who have over 600 connections have nearly identical problems.

At its core the social interactions design is severely flawed and poorly thought through. LinkedIn integrates social interaction components and features as if they were playing a game of "me too" with Facebook. This is problematic as much of the Facebook social interaction design is poorly executed. I have stated how Facebook's DNA does not support business use (in Facebook for Business or LinkedIn Gets More Valuable. Oddly, now LinkedIn seems to be building the poorly thought-through Facebook interactions, implementations which are directly counter to their reason for being.

Wake-up LinkedIn! You may have money to get you through some sort of recession that lasts for a while, but your business relevance requires you to get these things right and get them correct now.

Too Many New Features, Too Fast

LinkedIn now has conflict and confusion about its primary focus as a service and what is the primary social object. Prior to 18 months ago LinkedIn was more or less a live resume and work connections site. The social object was the individual person and the focus was clear and social actions, while limited, were clear and focussed too. The addition of more social interaction and services has completely lost that sense of focus and could be one of the causes of poorly built social tools.

The last 18 months or so has LinkedIn seeming like it wants to be more of a Social communication site,  workplace social platform, and/or  general social site like Facebook with a quasi-focus around work-life.The lack of central understanding of what LinkedIn is also has increased the scatter shot understanding of social and voice (based on really confounding contexts for understanding). The inclusion of social elements that bleed into LinkedIn, with similarities to Facebook, are executing on the same social understanding of social interaction design that acts as if the last 8 to 15 years in digital social interaction design and knowledge did not exist.

This is a compilation of things that have been increasingly bothering me with the rollout of LinkedIn's social features. They seem to roll out features that are not fully baked. Then, they release new features rather than fixing the poorly thought through functionality already deployed. I have delayed writing this as I have heard many of these items were going to get fixed (but have not after far too long). I also have many friends at LinkedIn and have not wanted to rock their boat (but many of them have publicly and privately encouraged me to write this publicly).

Another reason for posting this is I am seeing these mistakes many places. Far too many "social x gurus" are just users of less than optimal systems. They don't grasp the less-than-optimal features are holding back the tool adoption, in addition to a lack of social interaction design.

This muddled social mess triggered Jonathan S. Knoll to proclaim on Twitter, "LinkedIn: the online community of people you don't really like."

What Worked Well

LinkedIn worked well for me as an ambient social network for business contacts. The last 3 or 4 years LinkedIn has been one tab that was always open in my work browser (until a couple weeks ago when I got fed up). I would watch the ambient flow of who changed jobs, titles, connections, and what they were seeking. These were social business clues that I used as opportunities to reconnect with people and see where I could help out.

LinkedIn was a great tool for strengthening business relationships. Quite often I would offer help to someone job seeking or send congratulations on new role or job. The communications often lead to chatting about working together, which had a really good business upside for me.

Watching people connect has value in finding people I already knew and had not connected with, as well as having some understanding of who outside a community is looking for help (those who say they can tell everything about a person by who they connect to don't understand social interaction dynamics very well, particularly around business relationships and business growth).

LinkedIn's recommendation services for finding others to connect with have been really good. The only other service that is this strong in my opinion is Plaxo, which is a service that increasingly has taken the place of LinkedIn for me. Plaxo understands volume, various levels of relationship, and keeping contact information current where you need it (in address books, not is disconnected services). LinkedIn is also really good for capturing and making recommendations of one's work.

Something LinkedIn has done rather well is its iPhone application, which really should be extended to other mobile platforms for smart phones. It finally enabled the ability to use contact information in a use context that matters and outside their service (mail does some of this but it is broken as in LinkedIn responses and external responses are not coordinated).

LinkedIn's question and answers section has been done rather well. Many people find it valuable and get good use from it. There are many things that could be done to augment it, particularly around using it to build an understanding of reputation around subject matter. It also could use the ability to easily hold on to (and annotate for one’s self) good suggested answers. This is the sign of a decently thought-through social platform.

The second part to this post, LinkedIn: Social Interaction Design Lessons Learned (not to follow) - 2 of 2 looks at some specific lessons learned from LinkedIn.

February 9, 2009 in Access to Info, Community, Identity, Interface, Personal Info, Social Software, Usability, Web, Web/Tech | Permalink | Comments (0) | TrackBack

Optimizing Tagging UI for People & Search

Overview/Intro

One of my areas of focus is around social tools in the workplace (enterprise 2.0) is social bookmarking. Sadly, is does not have the reach it should as it and wiki (most enterprise focused wikis have collective voice pages (blogs) included now & enterprise blog tools have collaborative document pages (wikis). I focus a lot of my attention these days on what happens inside the organization’s firewall, as that is where their is incredible untapped potential for these tools to make a huge difference.

One of the things I see on a regular basis is tagging interfaces on a wide variety of social tools, not just in social bookmarking. This is good, but also problematic as it leads to a need for a central tagging repository (more on this in a later piece). It is good as emergent and connective tag terms can be used to link items across tools and services, but that requires consistency and identity (identity is a must for tagging on any platform and it is left out of many tagging instances. This greatly decreases the value of tagging - this is also for another piece). There are differences across tools and services, which leads to problems of use and adoption within tools is tagging user interface (UI).

Multi-term Tag Intro

multiterm tag constructionThe multi-term tag is one of the more helpful elements in tagging as it provides the capability to use related terms. These multi-term tags provide depth to understanding when keeping the related tag terms together. But the interfaces for doing this are more complex and confusing than they should be for human, as well as machine consumption.

In the instance illustrated to the tag is comprised or two related terms: social and network. When the tool references the tag, it is looking at both parts as a tag set, which has a distinct meaning. The individual terms can be easily used for searches seeking either of those terms, but knowing the composition of the set, it is relatively easy for the service to offer up "social network" when a person seeks just social or network in a search query.

One common hindrance with social bookmarking adoption is those familiar with it and fans of it for enterprise use point to Delicious, which has a couple huge drawbacks. The compound multi-term tag or disconnected multi-term tags is a deep drawback for most regular potential users (the second is lack of privacy for shared group items). Delicious breaks a basic construct in user focussed design: Tools should embrace human methods of interaction and not humans embracing tech constraints. Delicious is quite popular with those of us malleable in our approach to adopt a technology where we adapt our approach, but that percentage of potential people using the tools is quite thin as a percentage of the population.. Testing this concept takes very little time to prove.

So, what are the options? Glad you asked. But, first a quick additional excursion into why this matters.

Conceptual Models Missing in Social Tool Adoption

One common hinderance for social tool adoption is most people intended to use the tools are missing the conceptual model for what these tools do, the value they offer, and how to personally benefit from these values. There are even change costs involved in moving from a tool that may not work for someone to something that has potential for drastically improved value. The "what it does", "what value it has", and "what situations" are high enough hurdles to cross, but they can be done with some ease by people who have deep knowledge of how to bridge these conceptual model gaps.

What the tools must not do is increase hurdles for adoption by introducing foreign conceptual models into the understanding process. The Delicious model of multi-term tagging adds a very large conceptual barrier for many & it become problematic for even considering adoption. Optimally, Delicious should not be used alone as a means to introduce social bookmarking or tagging.

We must remove the barriers to entry to these powerful offerings as much as we can as designers and developers. We know the value, we know the future, but we need to extend this. It must be done now, as later is too late and these tools will be written off as just as complex and cumbersome as their predecessors.

If you are a buyer of these tools and services, this is you guideline for the minimum of what you should accept. There is much you should not accept. On this front, you need to push back. It is your money you are spending on the products, implementation, and people helping encourage adoption. Not pushing back on what is not acceptable will greatly hinder adoption and increase the costs for more people to ease the change and adoption processes. Both of these costs should not be acceptable to you.

Multi-term Tag UI Options

Compound Terms

I am starting with what we know to be problematic for broad adoption for input. But, compound terms also create problems for search as well as click retrieval. There are two UI interaction patterns that happen with compound multi-term tags. The first is the terms are mashed together as a compound single word, as shown in this example from Delicious.

Tag sample from Delicious

The problem here is the mashing the string of terms "architecture is politics" into one compound term "architectureispolitics". Outside of Germanic languages this is problematic and the compound term makes a quick scan of the terms by a person far more difficult. But it also complicates search as the terms need to be broken down to even have LIKE SQL search options work optimally. The biggest problem is for humans, as this is not natural in most language contexts. A look at misunderstood URLs makes the point easier to understand (Top Ten Worst URLs)

The second is an emergent model for compound multi-term tags is using a term delimiter. These delimiters are often underlines ( _ ), dots ( . ), or hyphens ( - ). A multi-term tag such as "enterprise search" becomes "enterprise.search", "enterprise_search" and "enterprise-search".

While these help visually they are less than optimal for reading. But, algorithmically this initially looks to be a simple solution, but it becomes more problematic. Some tools and services try to normalize the terms to identify similar and relevant items, which requires a little bit of work. The terms can be separated at their delimiters and used as properly separated terms, but since the systems are compound term centric more often than not the terms are compressed and have similar problems to the other approach.

Another reason this is problematic is term delimiters can often have semantic relevance for tribal differentiation. This first surface terms when talking to social computing researchers using Delicious a few years ago. They pointed out that social.network, social_network, and social-network had quite different communities using the tags and often did not agree on underlying foundations for what the term meant. The people in the various communities self identified and stuck to their tribes use of the term differentiated by delimiter.

The discovery that these variations were not fungible was an eye opener and quickly had me looking at other similar situations. I found this was not a one-off situation, but one with a fair amount of occurrence. When removing the delimiters between the terms the technologies removed the capability of understanding human variance and tribes. This method also breaks recommendation systems badly as well as hindering the capability of augmenting serendipity.

So how do these tribes identify without these markers? Often they use additional tags to identity. The social computing researchers add "social computing", marketing types add "marketing", etc. The tools then use their filtering by co-occurrence of tags to surface relevant information (yes, the ability to use co-occurrence is another tool essential). This additional tag addition help improve the service on the whole with disambiguation.

Disconnected Multi-term Tags

The use of distinct and disconnected term tags is often the intent for space delimited sites like Delicious, but the emergent approach of mashing terms together out of need surfaced. Delicious did not intend to create mashed terms or delimited terms, Joshua Schachter created a great tool and the community adapted it to their needs. Tagging services are not new, as they have been around for more than two decades already, but how they are built, used, and platforms are quite different now. The common web interface for tagging has been single terms as tags with many tags applied to an object. What made folksonomy different from previous tagging was the inclusion of identity and a collective (not collaborative) voice that intelligent semantics can be applied to.

The downside of disconnected terms in tagging is certainty of relevance between the terms, which leads to ambiguity. This discussion has been going on for more than a decade and builds upon semantic understanding in natural language processing. Did the tagger intend for a relationship between social & network or not. Tags out of the context of natural language constructs provide difficulties without some other construct for sense making around them. Additionally, the computational power needed to parse and pair potential relevant pairings is somethings that becomes prohibitive at scale.

Quoted Multi-term Tags

One of the methods that surfaced early in tagging interfaces was the quoted multi-term tags. This takes becomes #&039;research "social network" blog' so that the terms social network are bound together in the tool as one tag. The biggest problem is still on the human input side of things as this is yet again not a natural language construct. Systematically the downside is these break along single terms with quotes in many of the systems that have employed this method.

What begins with a simple helpful prompt...:

 SlideShare Tag Input UI

Still often can end up breaking as follows (from SlideShare):

SlideShare quoted multi-term tag parsing

Comma Delimited Tags

Non-space delimiters between tags allows for multi-term tags to exist and with relative ease. Well, that is relative ease for those writing Western European languages that commonly use commas as a string separator. This method allows the system to grasp there are multi-term tags and the humans can input the information in a format that may be natural for them. Using natural language constructs helps provide the ability ease of adoption. It also helps provide a solid base for building a synonym repository in and/or around the tagging tools.

Ma.gnolia comma separated multi-term tag output

While this is not optimal for all people because of variance in language constructs globally, it is a method that works well for a quasi-homogeneous population of people tagging. This also takes out much of the ambiguity computationally for information retrieval, which lowers computational resources needed for discernment.

Text Box Per Tag

Lastly, the option for input is the text box per tag. This allows for multi-term tags in one text box. Using the tab button on the keyboard after entering a tag the person using this interface will jump down to the next empty text box and have the ability to input a term. I first started seeing this a few years ago in tagging interfaces tools developed in Central Europe and Asia. The Yahoo! Bookmarks 2 UI adopted this in a slightly different implementation than I had seen before, but works much the same (it is shown here).

Yahoo! Bookmarks 2 text box per tag

There are many variations of this type of interface surfacing and are having rather good adoption rates with people unfamiliar to tagging. This approach tied to facets has been deployed in Knowledge Plaza by Whatever s/a and works wonderfully.

All of the benefits of comma delimited multi-term tag interfaces apply, but with the added benefit of having this interface work internationally. International usage not only helps build synonym resources but eases language translation as well, which is particularly helpful for capturing international variance on business or emergent terms.

Summary

This content has come from more than four years of research and discussions with people using tools, both inside enterprise and using consumer web tools. As enterprise moves more quickly toward more cost effective tools for capturing and connecting information, they are aware of not only the value of social tools, but tools that get out the way and allow humans to capture, share, and interact in a manner that is as natural as possible with the tools getting smart, not humans having to adopt technology patterns.

January 24, 2009 in Enterprise, Folksonomy, Information Architecture, Interface, Knowledge Management, Social Software, Tools, Usability | Permalink | Comments (1) | TrackBack

Enterprise Social Tools: Components for Success

One of the things I continually run across talking with organizations deploying social tools inside their organization is the difficultly getting all the components to mesh. Nearly everybody is having or had a tough time with getting employees and partners to engage with the services, but everybody is finding out it is much more than just the tools that are needed to consider. The tools provide the foundation, but once service types and features are sorted out, it get much tougher. I get frustrated (as do many organizations whom I talk with lately) that social tools and services that make up enterprise 2.0, or whatever people want to call it, are far from the end of the need for getting it right. There is great value in these tools and the cost of the tools is much less than previous generations of enterprise (large organization) offerings.

Social tools require much more than just the tools for their implementation to be successful. Tool selection is tough as no tool is doing everything well and they all are focussing on niche areas. But, as difficult as the tool selection can be, there are three more elements that make up what the a successful deployment of the tools and can be considered part of the tools.

Four Rings of Enterprise Social Tools

Enterprise Social Tool: Components for Success The four elements really have to work together to make for a successful services that people will use and continue to use over time. Yes, I am using a venn diagram for the four rings as it helps point out the overlaps and gaps where the implementations can fall short. The overlaps in the diagram is where the interesting things are happening. A year ago I was running into organizations with self proclaimed success with deployments of social tools (blogs, wikis, social bookmarking, forums, etc.), but as the desire for more than a simple set of blogs (or whichever tool or set of tools was selected) in-house there is a desire for greater use beyond some internal early adopters. This requires paying close attention to the four rings.

Tools

The first ring is rather obvious, it is the tools. The tools come down to functionality and features that are offered, how they are run (OS, rack mount, other software needed, skills needed to keep them running, etc.), how the tools are integrated into the organization (authentication, back-up, etc.), external data services, and the rest of the the usual IT department checklist. The tools get a lot of attention from many analysts and tech evangelists. There is an incredible amount of attention on widgets, feeds, APIs, and elements for user generated contribution. But, the tools do not get you all of the way to a successful implementation. The tools are not a mix and match proposition.

Interface & Ease of Use

One thing that the social software tools from the consumer web have brought is ease of use and simple to understand interfaces. The tools basically get out of the way and bring in more advanced features and functionality as needed. The interface also needs to conform to expectations and understandings inside an organization to handle the flow of interaction. What works for one organization may be difficult for another organization, largely due to the tools and training, and exposure to services outside their organization. Many traditional enterprise tools have been trying to improve the usability and ease of use for their tools over the last 4 to 5 years or so, but those efforts still require massive training and large binders that walk people through the tools. If the people using the tools (not administering the tools need massive amounts of training or large binders for social software the wrong tool has been purchased).

Sociality

Sociality is the area where people manage their sharing of information and their connections to others. Many people make the assumption that social tools focus on everything being shared with everybody, but that is not the reality in organizations. Most organizations have tight boundaries on who can share what with whom, but most of those boundaries get in the way. One of the things I do to help organizations is help them realize what really needs to be private and not shared is often much less than what they regulate. Most people are not really comfortable sharing information with people they do not know, so having comfortable spaces for people to share things is important, but these spaces need to have permeable walls that encourage sharing and opening up when people are sure they are correct with their findings.

Sociality also includes the selective groups people belong to in organizations for project work, research, support, etc. that are normal inside organizations to optimize efficiency. But, where things get really difficult is when groups are working on similar tasks that will benefit from horizontal connections and sharing of information. This horizontal sharing (as well as diagonal sharing) is where the real power of social tools come into play as the vertical channels of traditional organization structures largely serve to make organizations inefficient and lacking intelligence. The real challenge for the tools is the capability to surface the information of relevance from selective groups to other selective groups (or share information more easily out) along the way. Most tools are not to this point yet, largely because customers have not been asking for this (it is a need that comes from use over time) and it can be a difficult problem to solve.

One prime ingredient for social tool use by people is providing a focus on the people using the tools and their needs for managing the information they share and the information from others that flow through the tool. Far too often the tools focus on the value the user generated content has on the system and information, which lacks the focus of why people use the tools over time. People use tools that provide value to them. The personal sociality elements of whom are they following and sharing things with, managing all contributions and activities they personally made in a tool, ease of tracking information they have interest in, and making modifications are all valuable elements for the tools to incorporate. The social tools are not in place just to serve the organization, they must also serve the people using the tools if adoption and long term use important.

Encouraging Use

Encouraging use and engagement with the tools is an area that all organizations find they have a need for at some point and time. Use of these tools and engagement by people in an organization often does not happen easily. Why? Normally, most of the people in the organization do not have a conceptual framework for what the tools do and the value the individuals will derive. The value they people using the tools will derive needs to be brought to the forefront. People also usually need to have it explained that the tools are as simple as they seem. People also need to be reassured that their voice matters and they are encouraged to share what they know (problems, solutions, and observations).

While the egregious actions that happen out on the open web are very rare inside an organization (transparency of who a person is keeps this from happening) there is a need for a community manager and social tool leader. This role highlights how the tools can be used. They are there to help people find value in the tools and provide comfort around understanding how the information is used and how sharing with others is beneficial. Encouraging use takes understanding the tools, interface, sociality, and the organization with its traditions and ways of working.

The Overlaps

The overlaps in the graphic are where things really start to surface with the value and the need for a holistic view. Where two rings over lap the value is easy to see, but where three rings overlap the missing element or element that is deficient is easier to understand its value.

Tools and Interface

Traditional enterprise offerings have focussed on the tools and interface through usability and personalization. But the tools have always been cumbersome and the interfaces are not easy to use. The combination of the tools and interface are the core capabilities that traditionally get considered. The interface is often quite flexible for modification to meet an organizations needs and desires, but the capabilities for the interface need to be there to be flexible. The interface design and interaction needs people who have depth in understanding the broad social and information needs the new tools require, which is going to be different than the consumer web offerings (many of them are not well thought through and do not warrant copying).

Tools and Sociality

Intelligence and business needs are what surface out of the tools capabilities and sociality. Having proper sociality that provides personal tools for managing information flows and sharing with groups as well as everybody as it makes sense to an individual is important. Opening up the sharing as early as possible will help an organization get smarter about itself and within itself. Sociality also include personal use and information management, which far few tools consider. This overlap of tools and sociality is where many tools are needing improvement today.

Interface and Encouraging Use

Good interfaces with easy interaction and general ease of use as well as support for encouraging use are where expanding use of the tools takes place, which in turn improves the return on investment. The ease of use and simple interfaces on combined with guidance that provides conceptual understanding of what these tools do as well as providing understanding that eases fears around using the tools (often people are fearful that what they share will be used against them or their job will go away because they shared what they know, rather than they become more valuable to an organization by sharing as they exhibit expertise). Many people are also unsure of tools that are not overly cumbersome and that get out of the way of putting information in to the tools. This needs explanation and encouragement, which is different than in-depth training sessions.

 

Sociality and Encouraging Use

The real advantages of social tools come from the combination of getting sociality and encouraging use correct. The sociality component provides the means to interact (or not) as needed. This is provided by the capabilities of the product or products used. This coupled with a person or persons encouraging use that show the value, take away the fears, and provide a common framework for people to think about and use the tools is where social comfort is created. From social comfort people come to rely on the tools and services more as a means to share, connect, and engage with the organization as a whole. The richness of the tools is enabled when these two elements are done well.

The Missing Piece in Overlaps

This section focusses on the graphic and the three-way overlaps (listed by letter: A; B; C; and D). The element missing in the overlap or where that element is deficient is the focus.

Overlap A

This overlap has sociality missing. When the tool, interface, and engagement are solid, but sociality is not done well for an organization there may be strong initial use, but use will often stagnate. This happens because the sharing is not done in a manner that provides comfort or the services are missing a personal management space to hold on to a person's own actions. Tracking one's own actions and the relevant activities of others around the personal actions is essential to engaging socially with the tools, people, and organization. Providing comfortable spaces to work with others is essential. One element of comfort is built from know who the others are whom people are working with, see Elements of Social Software and Selective Sociality and Social Villages (particularly the build order of social software elements) to understand the importance.

Overlap B

This overlap has tools missing, but has sociality, interface, and encouraging use done well. The tools can be deficient as they may not provide needed functionality, features, or may not scale as needed. Often organizations can grow out of a tool as their needs expand or change as people use the tools need more functionality. I have talked with a few organizations that have used tools that provide simple functionality as blogs, wikis, or social bookmarking tools find that as the use of the tools grows the tools do not keep up with the needs. At times the tools have to be heavily modified to provide functionality or additional elements are needed from a different type of tool.

Overlap C

Interface and ease of use is missing, while sociality, tool, and encouraging use are covered well. This is an area where traditional enterprise tools have problems or tools that are built internally often stumble. This scenario often leads to a lot more training or encouraging use. Another downfall is enterprise tools are focussed on having their tools look and interact like consumer social web tools, which often are lacking in solid interaction design and user testing. The use of social tools in-house will often not have broad use of these consumer services so the normal conventions are not understood or are not comfortable. Often the interfaces inside organizations will need to be tested and there many need to be more than one interface and feature set provided for depth of use and match to use perceptions.

Also, what works for one organization, subset of an organization, or reviewer/analyst will not work for others. The understanding of an organization along with user testing and evaluation with a cross section of real people will provide the best understanding of compatibility with interface. Interfaces can also take time to take hold and makes sense. Interfaces that focus on ease of use with more advanced capabilities with in reach, as well as being easily modified for look and interactions that are familiar to an organization can help resolve this.

Overlap D

Encouraging use and providing people to help ease people's engagement is missing in many organizations. This is a task that is often overlooked. The tools, interface, and proper sociality can all be in place, but not having people to help provide a framework to show the value people get from using the tools, easing concerns, giving examples of uses for different roles and needs, and continually showing people success others in an organization have with the social tool offerings is where many organization find they get stuck. The early adopters in an organization may use the tools as will those with some familiarity with the consumer web social services, but that is often a small percentage of an organization.

Summary

All of this is still emergent and early, but these trends and highlights are things I am finding common. The two areas that are toughest to get things right are sociality and encouraging use. Sociality is largely dependent on the tools, finding the limitations in the tools takes a fair amount of testing often to find limitations. Encouraging use is more difficult at the moment as there are relatively few people who understand the tools and the context that organizations bring to the tools, which is quite different from the context of the consumer social web tools. I personally only know of a handful or so of people who really grasp this well enough to be hired. Knowing the "it depends moments" is essential and knowing that use is granular as are the needs of the people in the organization. Often there are more than 10 different use personas if not more that are needed for evaluating tools, interface, sociality, and encouraging use (in some organizations it can be over 20). The tools can be simple, but getting this mix right is not simple, yet.

May 6, 2008 in Applications, Community, Enterprise, Folksonomy, Identity, Interface, Knowledge Management, Local InfoCloud, Personal Info, Personal InfoCloud, Portability, Social Software, Technology, Usability, Web, Weblogs | Permalink | Comments (3) | TrackBack

YouTube New Interface and Social Interaction Design Santiy Check

YouTube has released a new design for the site and its individual video pages. This gets shared in Google Operating System :: User Inferface Updates at YouTube and TechCrunch :: YouTube Updates Layout, Now with Tabs and Statistics. While the new design looks nice and clean, it has one design bug that is horribly annoying it has mixed interaction design metaphors for its tabs or buttons.

Update: YouTube has changed the "favorite" from a button action to a tab, but they forgot the unfavorite functionality. Once you favorite you can not change your mind. Who is leading these choices that should be well understood? Let's chat, I would love to help.

Broken Interaction Design on Buttons or Tabs

YouTube New Video Interface As the image shows the Share, Favorite, Playlists, and Flag buttons or tabs all have similar design treatment, but they do not have the same actions when you click on them. Three of the items (Share, Playlists, and Flag) all act as tabs that open up a larger area below them to provide more options and information. But, the Favorites acts like a button that when clicked it marks the item as a favorite.

This is incredibly poor interaction design as all the items should act in the same manner. If the items do not have the same action properties they really should not look the same and be in the same action space. Favorites should be a check box or a binary interface for on and off. That interaction patter more closely matches the Rate section and seems like it should have been there rather than showing a lack of understanding interaction design basics and confusing people using the site/service.

Social Sites Seem to Share a Lack of Interaction Understanding

This should have been a no brainer observation for a design manager or somebody with a design sanity check. YouTube is far from the the only site/service doing this. Nearly all of the services are not grasping the basics or are broadly applying design patterns to all user scenarios when they really do not fit all scenarios and user types (nearly every service I talk to know exactly the use type a person fits into but never takes this into account in optimization of design patterns that match that use need). Facebook really falls into this hole badly and never seems to grasp they are really making a mess of things the more features and functionality they are bringing into their service without accounting for the design needs in the interface.

My seemingly favorite site to nit pick is LinkedIn which I use a lot and has been a favorite, but their social interaction additions and interactive interfaces really need much better sanity checks and testing before they go into production (even into the beta interface). LinkedIn is really trying to move forward and they are moving in the right direction, but they really need better design thinking with their new features and functionality. Their new design is ready to handle some of the new features, but the features need a lot more refining. The new design shows they have a really good grasp that the interface needs to be a flexible foundation to be used as a framework for including new features, which could benefit from treating them as options for personalization. LinkedIn has pulled back many of the social features and seems to be rethinking them and refining them, but they really need some good sanity checks before rolling them out again.

Social Interaction in Enterprise Tools

The befuddled interaction understanding is not germane to commercial or consumer public social web sites, but it also plagues tools aimed at the enterprise. This is not overly surprising as many of the social enterprise (enterprise 2.0) tools and services are copying the public web tools and services to a large degree. This is a good thing, as it puts the focus on ease of use, which has been horribly missing in business focussed tools for far too long. But, the down side for enterprise focussed tools is they are not for the public web they are for business users, who most often do not have familiarity with the conventions on the public web and they have a large cognitive gap in understanding what the tools do and their value. There is less time for playing and testing in most business people's worklife. This means the tools need to get things right up front with clear understanding of the use needs of the people they are building for in business. This seems to be lacking in many tools as there is much copying of poor design that really needs to be tested thoroughly before launching. Business focussed tools are not hitting the same people as are on the web, which will work through poor design and functionality to see what things do. It is also important to consider that there are a wide variety of types of people using these tools with varying needs and varying interaction understandings (this will be another blog post, actually a series of posts that relate to things I have been including in workshops the last six months and presenting the last couple).

April 10, 2008 in Community, Enterprise, Information Architecture, Interface, Social Software, Usability, Web | Permalink | Comments (0) | TrackBack

Remote Presentation and Perception Matrix for Social Tools

Today I did something I had never done before (actually a few things) I sat in my office in my home and gave a live web video presentation to a conference elsewhere on the globe. I presented my nearly all new presentation, Keeping Up With Social Tagging to the Expert Workshop in: Social Tagging and Knowledge Organization - Perspectives and Potential that was put on by the Knowledge Media Research Center in Tübingen, Germany.

Remote Presentation Feelings

While the remote video presentation is normal for many people inside their large organizations and I have presented at meetings and conferences where my presentation was provided to other location on live video feed (my recent Ann Arbor trip to present at STIET was HD broadcast to Wayne State in Detroit), this home office to conference presentation was new to me. The presentation and video link used Adobe Connect, which allowed me to see whom I was talking to, manage my slides, text chat, and see myself. This worked quite well, much better than I expected. I did have my full slide presentation in lightroom view set up in Keynote on my external monitor on the side and used Awaken on the side monitor as well to help with timing.

The ability to get feedback and watch the attendees body language and non-verbal responses was insanely helpful. I have given webinars and done phone presentations where I had not visual cues to the audience responses, which I find to be a horrible way to present (I often will expand on subjects or shorten explanations based on non-verbal feedback from the audience). Adobe Connect allowed this non-verbal feedback to be streamed back to me, which completely allows me to adjust the presentation as I normally do.

One thing that was a wee bit difficult was having to change focus (I suppose that comes with use and experience), but I would watch audience feedback while presenting, peek to the side to see where I was with time and slides (to work in the transitions), but would then try to look at the camera to "connect". Watching myself on the video feedback the moments I would try to connect through the camera I would open my eyes wide as if trying to see through my iSight and boy does that come across looking strange on a close range camera. I also (unknown to myself until recently watching a video of another presentation I had done) use a similar facial expression to add emphasis, I am realizing with a camera as close as it is for web presentation also really looks odd. I am sort of used to listening to myself (normally to write out new analogies I use or responses to questions), but watching myself in playback from that close of a range is really uncomfortable.

One thing I really missed in doing this web video presentation was extended interaction with the attendees. I rather enjoy conferences, particularly ones with this focussed a gathering as it makes for great socializing with people passionate about the same subjects I am passionate about. I like comparing note, perceptions, and widely differing views. It helps me grow my knowledge and understandings as well as helps change my perceptions. Live face-to-face conversation and sharing of interests is an incredibly value part of learning, experiencing, and shaping views and it is something I greatly enjoy attending conferences in person. I am not a fan of arriving at a conference just prior to a presentation, giving the presentation, and then leaving. The personal social interaction is valuable. The video presentation does not provide that and I really missed it, particularly with the people who are so closely tied to my deep interest areas as this workshop was focused.

New Content in Presentation

This presentation included a lot of new content, ideas, and concepts that I have not really presented or written about in as open of a forum. I have received really strong positive feedback from the Faces of Perception, Depth of Perception, and Perception Matrix when I have talked about it with people and companies. I have included this content in the book on social bookmarking and folksonomy I am writing for O&Reilly and pieces have been in public and private workshops I have given, but it was long past time to let the ideas out into the open.

The components of perception came about through reading formal analysis and research from others as well as not having a good models myself to lean on to explain a lot of what I find from social computing service providers (web tools in the Web 2.0 genre as well as inside the firewall Enterprise 2.0 tools) as tool makers or service owners. The understandings that are brought to the table on a lot of research and analysis is far too thin and far too often badly confuses the roles and faces of the tool that are being reviewed or analyzed. In my working with tool makers and organizations implementing social tools the analysis and research is less than helpful and often makes building products that meet the user needs and desires really difficult. I am not saying that this conceptual model fixes it, but from those who have considered what it shows almost all have had realizations they have had a less than perfect grasp and have lacked the granularity they have needed to build, analyze, or research these social tools.

I am hoping to write these perspectives up in more depth at some point in the not too distant future, but the video and slides start getting the ideas out there. As I have been walking people through how to use the tools I have been realizing the content needed to best us the model and matrix may take more than a day of a workshop of even a few days to get the most complete value from it. These tools have helped me drastically increase my value in consulting and training in the very short time I have used them. Some are finding that their copying of features and functionality in other social services has not helped them really understand what is best for their user needs and are less than optimal for the type of service they are offering or believe they are offering.

February 21, 2008 in Community, Conferences, Enterprise, Folksonomy, Knowledge Management, Personal InfoCloud, Privacy, Refindability, Social Software, Technology, Usability | Permalink | Comments (0) | TrackBack