the importance of mobile bi ui interface design
TRANSCRIPT
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
Webinar Overview
• Why Mobile?
• Why is UI Design Important?
• Intro to UI Design
• Turning Concept into Reality
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Why Mobile?
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Mobile Enablement
• Mobile caters to ‘On the Move’ people
• Mobile provides the ability to work at ‘Speed of Thought’
• Mobile simplifies sharing of information
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Mobile Benefits
• Answers the important questions quickly
• Better use of employee time
• Less information ‘Lost in Translation’
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Why is UI Design so Important?
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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
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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
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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’
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So why bother?
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
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What Does UI Do for Us?
Improved Experience
More Usage
Better BI ROI
• The Path to Higher ROI
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User Interface vs. User Experience
Great UI
Great UI
Great UX
Great UX
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Improving the Experience is the goal
UI Design Intro
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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’
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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
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Constantine and Lockwood Design Principles
Left to Right Flow
Navigation Bar at BottomCopyright © 2013. iOLAP Corporation. All Rights Reserved
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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
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Constantine and Lockwood Design Principles
One Concept is Displayed on the ScreenCopyright © 2013. iOLAP Corporation. All Rights Reserved
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Constantine and Lockwood Design Principles
Feedback is given when data isn’t available
Data Loads Have Not Completed
Please Try Again Later
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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
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Constantine and Lockwood Design Principles
Consistent Themes and NavigationCopyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com
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
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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
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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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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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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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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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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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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
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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’
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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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Designing for Visually Impaired
• Greyscale Test – Change your Colors
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Designing for Visually Impaired
• Alternative Callout – MSTR Quick Symbol
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Turning Concept into Reality
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Before you Begin to Build
• Get into a Mobile Mindset
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Before you Begin to Build
• Get into a Mobile Mindset
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Before you Begin to Build
• Story Boarding
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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
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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?’
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Before you Begin to Build
• Paper Prototypes
• Offer Immediate
Feedback
• Helps Solve Design
Debates
• Uncovers insights
and perspectives
from users
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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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iOS Design Principles
• Aesthetic Integrity
• Consistency
• Direct Manipulation
• Feedback
• Metaphors
• User Control
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iOS Design Principles - Metaphors
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iOS Design Principles - Consistency
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External Internal
Using Static Backgrounds
• Very Simple Way to add ‘Pop’
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Navigation Bars
• Add a Navigation Bar on All Dashboards
• Use ‘On’ and ‘Off’ Icons
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Style Documentation
• Document Your UI Styles
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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
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Q&A
Questions?
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Thank You!
Charles Yorek, Managing Partner
[email protected] 214-618-5000
Copyright © 2013. iOLAP Corporation. All Rights Reservedwww.iolap.com