ux principles for information systems design
DESCRIPTION
UX design principles for creating dashboard information systems.TRANSCRIPT
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User Experience Principles for
Information SystemsBest Practices in Presenting Analytical Information
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Data is everywhere.
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People use information systems to understand data and solve problems.
(Or at least try to…)
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There are 3 fundamental questions that must be answered by every information
system:
1.What is happening now?
2.If there are problems, why?
3.What do I do next?
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What is happening now? = KPI’s (Key Performance Indicators)
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What is a KPI?
• Timely
• Relevant
• Directly answers a primary business question
A KPI is a piece of information with the following attributes:
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ExamplesKPI’s are usually in the form of
[some event or action] per [unit of time]
• New sales per day
• Phone minutes (used) per month
• Miles (travelled) per hour
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If a metric doesn’t answer a primary business question,
it’s probably best utilized as context.
Context helps fill the gaps…
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The 2 best ways to identify KPI’s
1.Interview your customers about which metrics matter most.
2.Take your best guess and let your users customize it!
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If the KPI’s indicate a problem,the user will want to know why it’s happening.
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Use Context to explain Why
• The most common UX paradigm for this is to use “drilldown” pages.
• These pages usually exist one level below the main page in the IA.
• These pages should provide enough details to adequately explain and define one of the main metrics, i.e. context.
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Context is there to help fill in the gaps.
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Edward Tufte describes context as“doing whatever it takes to explain a
concept”.
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Here is Tufte’s classic example of context.
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In essence, context is storytelling.
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So here’s an example…
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Someone sprinted for 19.19 seconds.
• Data is just an abstraction of real events.
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An athlete sprinted 200m in 19.19 seconds.
• A single data point is always connected to a series of other data points.
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Usain Bolt sprinted 200m in 19.19 seconds and set a new world record to become one
of the world’s greatest sprinters!
• Establishing effective context is about putting data points together to tell a more effective story.
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When you’ve shown people what’s happening,
and you’ve told a great story about why,they want to know what to do next.
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What do I do next? = Actionable Insight
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A compelling story leads to actionable insight.
• What you do with KPI’s and context, may lead to insight without doing anything else.
• Otherwise, you will need to find ways to “spell it out”.
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It’s about helping people“connect the dots”.
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Sometimes, the story is complex.
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Sometimes, it’s too simple.
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In general, the human brain is
conditioned to look for patterns and
variations.
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So an ideal information system should help the user quickly identify patterns and variations.
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Someone sprinted for 19.19 seconds.
• If you were trying to be a better sprinter, what insights can you gain here?
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Usain Bolt sprinted 200m in 19.19 seconds and set a new world record to become one
of the world’s greatest sprinters!
• How about now?
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Study your customers’behaviors and tendencies.
• Align the product to what people do in real life by studying what your customers do and how they do it.
• Connect other related activities to drilldown screens where it makes sense, to make the system feel “intuitive”.
• A common thing people do is take data tables and graphs and put them into Excel spreadsheets and PowerPoint decks.
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In the end, the goal is to help people analyze things.
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So make sure the story you tell is a
masterpiece!