the importance of mobile bi ui interface design

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The Importance of Mobile BI UI Interface Design Copyright © 2013. iOLAP Corporation. All Rights Reserved Charles Yorek, Managing Partner [email protected] 214-618-5000 www.iolap.com

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Page 1: The Importance of Mobile BI UI Interface Design

The Importance of Mobile BI UI Interface Design

Copyright © 2013. iOLAP Corporation. All Rights Reserved

Charles Yorek, Managing Partner

[email protected] 214-618-5000www.iolap.com

Page 2: The Importance of Mobile BI UI Interface Design

Webinar Overview

• Why Mobile?

• Why is UI Design Important?

• Intro to UI Design

• Turning Concept into Reality

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 3: The Importance of Mobile BI UI Interface Design

Why Mobile?

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 4: The Importance of Mobile BI UI Interface Design

Mobile Enablement

• Mobile caters to ‘On the Move’ people

• Mobile provides the ability to work at ‘Speed of Thought’

• Mobile simplifies sharing of information

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 5: The Importance of Mobile BI UI Interface Design

Mobile Benefits

• Answers the important questions quickly

• Better use of employee time

• Less information ‘Lost in Translation’

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Page 6: The Importance of Mobile BI UI Interface Design

Why is UI Design so Important?

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 7: The Importance of Mobile BI UI Interface Design

The Reality of the Situation

• Normal users have a very different concept of

what you’re building

• They don’t understand the programming

behind what you’re building

• They don’t understand the limitations

• More importantly - they don’t care

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 8: The Importance of Mobile BI UI Interface Design

The Reality of the Situation

• User expectations of Mobile Applications are driven by

their personal use – this sets our ‘bar’ much higher

than we think

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 9: The Importance of Mobile BI UI Interface Design

The Reality of the Situation

• We’re used to building for the Web

• We’re data jocks – not UI specialists

• We usually don’t concern ourselves with making

it ‘pretty’

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

So why bother?

Page 10: The Importance of Mobile BI UI Interface Design

What Does UI Do for Us?

• Good UI Design

• Creates trust with users

• Creates engagement with users

• Ultimately makes them feel they are getting

the best product

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 11: The Importance of Mobile BI UI Interface Design

What Does UI Do for Us?

Improved Experience

More Usage

Better BI ROI

• The Path to Higher ROI

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Page 12: The Importance of Mobile BI UI Interface Design

User Interface vs. User Experience

Great UI

Great UI

Great UX

Great UX

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Improving the Experience is the goal

Page 13: The Importance of Mobile BI UI Interface Design

UI Design Intro

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Page 14: The Importance of Mobile BI UI Interface Design

UI Design Intro

• What is a User Interface?

• Where Beauty meets Business

• ‘The goal of interaction between a human and

a machine at the user interface is effective

operation and control of the machine, and

feedback from the machine which aids the

operator in making operational decisions’

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 15: The Importance of Mobile BI UI Interface Design

Constantine and Lockwood Design Principles

• The Structure Principle

• Your design should organize the user interface

purposefully

• The structure principle is concerned with your

overall user interface architecture

• The Simplicity Principle

• Your design should make simple, common

tasks simple to do

* Modified from: Software for Use: A Practical Guide to the Models and Methods of Usage-Centered Design

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 16: The Importance of Mobile BI UI Interface Design

Constantine and Lockwood Design Principles

Left to Right Flow

Navigation Bar at BottomCopyright © 2013. iOLAP Corporation. All Rights Reserved

www.iolap.com

Page 17: The Importance of Mobile BI UI Interface Design

Constantine and Lockwood Design Principles

• The Visibility Principle

• Your design should keep all needed options and materials for a given task visible

• Good designs don’t overwhelm users with too many alternatives or confuse them with unneeded information.

• The Feedback Principle

• Your design should keep users informed of actions or interpretations… through clear, concise, and unambiguous language familiar to users.

* Modified from: Software for Use: A Practical Guide to the Models and Methods of Usage-Centered Design

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 18: The Importance of Mobile BI UI Interface Design

Constantine and Lockwood Design Principles

One Concept is Displayed on the ScreenCopyright © 2013. iOLAP Corporation. All Rights Reserved

www.iolap.com

Page 19: The Importance of Mobile BI UI Interface Design

Constantine and Lockwood Design Principles

Feedback is given when data isn’t available

Data Loads Have Not Completed

Please Try Again Later

Copyright © 2013. iOLAP Corporation. All Rights Reserved

www.iolap.com

Page 20: The Importance of Mobile BI UI Interface Design

Constantine and Lockwood Design Principles

• The Tolerance Principle

• Your design should be flexible and tolerant

• Your design should also prevent errors

wherever possible by tolerating varied inputs

• The Reuse Principle

• Your design should reuse internal and external

components and behaviors, maintaining

consistency with purpose rather than merely

arbitrary consistency

* Modified from: Software for Use: A Practical Guide to the Models and Methods of Usage-Centered Design

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 21: The Importance of Mobile BI UI Interface Design

Constantine and Lockwood Design Principles

Consistent Themes and NavigationCopyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 22: The Importance of Mobile BI UI Interface Design

Representing Data with Graphs

What are you doing with the data?

• Making comparisons between data

• Showing data relationships

• Displaying distribution of data

• Show a composition of data

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 23: The Importance of Mobile BI UI Interface Design

Graphs - Comparing Data

Line Chart

0

2

4

6

0

1

2

3

4

5

Column Chart

• Comparing over Time

• Comparing Many Categories

• Comparing among Items

• Comparing Few Categories

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 24: The Importance of Mobile BI UI Interface Design

Graphs - Comparing Data

Bar Chart

Radar Chart

• Comparing among many items

• Comparing few Categories

• Comparing cyclical data

• Comparing many time periods

0 2 4 6

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Page 25: The Importance of Mobile BI UI Interface Design

Graphs - Relationships

0

10

20

30

40

0 20 40

0

1

2

3

4

0 2 4

Scatter Chart

Bubble Chart

• Used to show the relationship

between two variables

• Used to show the relationship

between three variables

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Page 26: The Importance of Mobile BI UI Interface Design

Graphs – Distribution of Data

0

2

4

6

0

2

4

6

8

3D Area Chart

Histogram Chart

• Used to show the distribution

of data between three

variables

• Used to show the distribution

of data for a single variable

across values

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Page 27: The Importance of Mobile BI UI Interface Design

Graphs – Data Composition

0%

20%

40%

60%

80%

100%

8.2

3.2

1.4

1.2

2.6

Pie Chart

Area Chart

• Shows the share of total – It’s

not that bad!!

• Used to show differences

among data points over time

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Page 28: The Importance of Mobile BI UI Interface Design

Effective Use of Color

• Color Templates

• Usually begins with corporate color

schemes‒ Check internal branding sites for great information on

colors/logos

• If starting from scratch – use a color palette

designer ‒ Easy to find online

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Page 29: The Importance of Mobile BI UI Interface Design

Varying Colors by Series

0

2

4

6

Jan Feb Mar Apr May Jun

Revenue

0

2

4

6

Jan Feb Mar Apr May Jun

Revenue

Don’t: Vary colors in such a way that

it is visually confusing

Do: Vary colors in a gradual

manner to represent

differences

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 30: The Importance of Mobile BI UI Interface Design

Emphasizing with Color

$0

$2

$4

$6

Q1 Q2 Q3 Q4

Revenue

4.3

4.5

1.8

Revenue

Do: Highlight the line with

importance to make it stand

out

Do: Use red to signify ‘Bad’

and green for ‘Good’

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 31: The Importance of Mobile BI UI Interface Design

Designing for Visually Impaired

1 in 10 Men have some form of Color Blindness

• Two simple solutions

• Greyscale Test

• Use an alternative call out method

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Page 32: The Importance of Mobile BI UI Interface Design

Designing for Visually Impaired

• Greyscale Test – Change your Colors

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Page 33: The Importance of Mobile BI UI Interface Design

Designing for Visually Impaired

• Alternative Callout – MSTR Quick Symbol

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Page 34: The Importance of Mobile BI UI Interface Design

Turning Concept into Reality

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 35: The Importance of Mobile BI UI Interface Design

Before you Begin to Build

• Get into a Mobile Mindset

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Page 36: The Importance of Mobile BI UI Interface Design

Before you Begin to Build

• Get into a Mobile Mindset

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Page 37: The Importance of Mobile BI UI Interface Design

Before you Begin to Build

• Story Boarding

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 38: The Importance of Mobile BI UI Interface Design

Before you Begin to Build

• Story Boarding Benefits

• Provides a ‘guard rail’ that allows you to:‒ Focus development efforts

‒ Reduce scope creep

• Helps you take advantage of features

• Can assist in validating user requirements

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 39: The Importance of Mobile BI UI Interface Design

Before you Begin to Build

• Story Boarding Technique

• Begin by taking inventory of requests

• Determine points of logical intersection

• Develop application ‘Flow’

• Nitty Gritty‒ Decide: Grid or Graph?

‒ Visualization Type

‒ Landing Page

• Finally ask yourself ‘Would I buy this?’

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 40: The Importance of Mobile BI UI Interface Design

Before you Begin to Build

• Paper Prototypes

• Offer Immediate

Feedback

• Helps Solve Design

Debates

• Uncovers insights

and perspectives

from users

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Page 41: The Importance of Mobile BI UI Interface Design

Turning it into Reality

• Theory is great… but how does it translate into

development?

• We often find ourselves bound by

templates and examples

• When moving from Web to Mobile – start

fresh!

• Don’t be afraid to get graphical

• Reference iOS Human Interface Guidelines

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Page 42: The Importance of Mobile BI UI Interface Design

iOS Design Principles

• Aesthetic Integrity

• Consistency

• Direct Manipulation

• Feedback

• Metaphors

• User Control

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

Page 43: The Importance of Mobile BI UI Interface Design

iOS Design Principles - Metaphors

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Page 44: The Importance of Mobile BI UI Interface Design

iOS Design Principles - Consistency

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com

External Internal

Page 45: The Importance of Mobile BI UI Interface Design

Using Static Backgrounds

• Very Simple Way to add ‘Pop’

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Page 46: The Importance of Mobile BI UI Interface Design

Navigation Bars

• Add a Navigation Bar on All Dashboards

• Use ‘On’ and ‘Off’ Icons

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Page 47: The Importance of Mobile BI UI Interface Design

Style Documentation

• Document Your UI Styles

www.iolap.com

Page 48: The Importance of Mobile BI UI Interface Design

iOLAP Can Help

• Assessment & Health Checks

• Review Mobile capabilities

• Determine best candidates for Mobile

• Mobile Projects

• BI and UI design sessions

• Mobile development (onshore/offshore)

• UI graphics development

• Application support & security

www.iolap.com

Page 49: The Importance of Mobile BI UI Interface Design

Q&A

Questions?

www.iolap.com

Page 50: The Importance of Mobile BI UI Interface Design

Thank You!

Charles Yorek, Managing Partner

[email protected] 214-618-5000

Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com