Operationalizing that digital strategy thing.

The beauty and portability of grid-based design

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Designers….learn it, use it, love it.

Grid systems bring visual structure and balance to site design. As a tool grids are useful for organizing and presenting information. Used properly, they can enhance the user experience by creating predictable patterns for users to follow. From designer’s point of view they allow for an organized methodology for planning systematic layouts.

After creating a well-structured and usable grid, consider allowing it to breath. A page without a grid is a usability nightmare. On the other hand, a grid that has creatively overlapping, escaping, or energizing columns leads to a more enjoyable user experience. Discovering or planning areas of the design that will have some freedom will lead to more interesting and appealing design solutions.

Article includes case studies and examples. I’ll certainly be using this idea more as it brings some sense of stability into front-end design considerations.

Alternative Media Spending in 2008: 20% Growth

The good folks at paidContent.org are reporting alternative media spending will grow in 2008 by 20% or more–to 88 billion US dollars. For those of you who are not clear on what “alternative media spending” encompasses online advertising, mobile advertising, digital-at-home (ie, interactive TV, DVR ads, video games, etc), and other ad buys.

– Taking a closer look at online and mobile advertising - which includes search and lead generation, online classifieds and displays, e-media, online video and rich media, internet yellow pages and consumer-generated ads - spending jumped 29.1 percent to $29.94 billion in 2007. That collective category also experienced CAGR of 31.4 percent from 2002 to 2007. And while PQ’s forecast serves as a balm for alternative media, its research provides more angst for traditional media, as the former’s growth was driven was driven by a direct shift away from the latter.

Are you VP of Swag?

In the last seven years, I’ve had the pleasure of meeting with, talking to, and working alongside some really terrific people across a variety of companies. I’ve worked with solo entrepreneurs, startup companies, Fortune 500 giants with titanic budgets, and SMBs with tight pursestrings and big dreams.

Across all of these situations and environments, there’s one thing in common: about 9 times out of 10, when I ask about marketing, I usually end up having a conversation about “brochures” and “swag and tchotkes.” In other, guarded moments with people outside of marketing (say, in Sales, or IT), conversations about the marketers usually devolve into three things:

  • They’re helpless when it comes to technology.
  • They couldn’t identify a lead if one showed up with a wheelbarrow full of money.
  • They’re only good at printing up brochures and hiring booth babes for the convention.

All of these statements (and many more like them) are patently unfair, of course–but let’s face it guys, marketing practitioners have always had a bit of a self-esteem problem. We know we’re among the first to get the axe once bad times roll around–but we’re not willing to do the hard work of establishing ourselves as grownups at the revenue table. We accept the fact that our activities cost money–but we don’t take credit when all of our communication efforts and follow-ups turn into a plausible lead in the pipeline (and later, a sale). We know that we’re not experts in all the technical things required to feed a Web 2.0 effort, but then again we don’t fight like crazy for the kind of headcount we need to stay competitive.

Why is that? I don’t know. But it’s got to end. Marketing is really the only way that companies stay alive. Yes, sales brings in the money, but if sales had to draw their attention away from selling to communicating (yeah, that really long tail of informing, educating, empowering and talking to the customer [in print, online, at events, via webinars, white papers, case studies, conference calls…..etc etc etc] way before and during and after the sale is made) then you would see sales plummet….and in fact, there would be other second-order effects because really, you hire a salesperson to sell, not to figure out messaging strategy or build web sites or write white papers. They would do these things so badly that they would not only be selling less, but screwing up the fewer sales they would get.

With that in mind, read a few blog posts below and assert yourself.

I’m okay…the bull is dead

If you’re anything like me, you manage team members (employees, contractors, freelancers) and customers. Given enough people you interact with, you start having to process a lot of voice and email communication–and a lot of that stuff contains either status updates or action items. Unfortunately, a vast amount of that stuff is long and convoluted, each beginning with an explanation about what happened and finally meandering to a closing that summarizes the problem and maybe offering some kind of solution or way out of the problem.

Often times, you have to read the whole message in order to figure out if there’s a problem or an action item in there somewhere. It can get pretty frustrating, particularly if you’re in the heat of the moment and receiving 20-30 such emails every few hours. Such is life in the fast lane, right?

Not necessarily!

As my good friend Ian Stahl once said to me in the middle of the DotCom madness, “Stop coming to me with problems….bring me a problem and a solution.”

Here’s a nice little template for making status communications run smoother:

1. Punch line: The facts; no adjectives, adverbs or modifiers. “Milestone 4 wasn’t hit on time, and we didn’t start Task 8 as planned.” Or, “Received charter approval as planned.”
2. Current status: How the punch-line statement affects the project. “Because of the missed milestone, the critical path has been delayed five days.”
3. Next steps: The solution, if any. “I will be able to make up three days during the next two weeks but will still be behind by two days.”
4. Explanation: The reason behind the punch line. “Two of the five days’ delay is due to late discovery of a hardware interface problem, and the remaining three days’ delay is due to being called to help the customer support staff for a production problem.”

Notice that this template is in reverse order of how we normally get status information, but it is a heck of a lot more efficient for everyone involved because of the reversal.

You can read the whole story (and the story behind this blog post’s headline) at computerworld.com.

On Stopping the Presentation Madness

I gave a talk at TechBA (a program that’s part of the University of Texas–basically they nurture and grow tech companies from Mexico) a few weeks ago. Each slide in my Keynote presentation consisted of 1-2 words. I had two slides in there that featured diagrams that I built up with transitional effects, but that was it for complexity.

Each word was in like 96 point font on a plain black background. The topic of the talk was “Marketing 2.0″ and the focus was on the fact that Marketing 2.0 is really about getting back to the basics of Marketing, where marketing was before Advertising (and Advertising Agencies) turned marketing into an exercise in shouting at the top of your lungs over and over and over again until somebody purchased your stuff.

In any case, after reading Presentation Zen and Guy Kawasaki’s 10/20/30 Powerpoint rule I’m happy to say that I’m finally on the cutting edge of something or other.

Listen, all of you who think that each slide should contain 6-7 bullet points (and each bullet point should feature 6-7 words)…there’s this thing called “cognitive overload.” If you present us with a ton of words on the screen and start talking about those words, we will only be able to focus on one or the other. When we figure out that you are simply reading from the slides, then we’ll just read the slides.

Guess what? We can read faster than you can talk. So there’s no point in your being up there, right? Just email us your word-packed presentation (or what some call “slide-umentation”) and be off with you.

My personal goal? That you can’t understand my slide presentation without my presence (or at least, my voice). I use 1-2 words per slide, or an arresting image, and use those words and images to bolster what it is I’m talking about. And I get a lot more engagement out of the audience. I used the word WTF on a slide behind me as I talk about “what your target market shouldn’t be thinking when they encounter your marketing.” Even a bunch of software guys from another culture got what I was saying–the titters and laughter said it all.

Am I saying that I’m the next Tony Robbins. Hell no. But at the very least I can make a presentation enjoyable and dynamic and try to erase some of the collective pain being inflicted on business audiences every day.

101 five-minute fixes for your web site

InsideCRM.com has just posted a fabulous article called “101 Five Minute Fixes to Incrementally Improve your Web Site“.

The list is pretty good, and it conveys a lot of what I believe in and tell clients all the time. I particularly like the following snippets:

Copywriting
* Stress benefits
* Make headlines meaningful
* Offer social proof

Usability
* Offer a short “about” page
* Always have text links
* Ask for feedback

SEO
* Replace underscores with hyphens
* Update content often
* Give pages real names

Accessibility
* Create accessible forms
* Allow text resizing

Design
* Place important information above the fold
* Remove link cloaks
* Reduce graphics

Top 3 Online Issues

While I was at SxSW, I couldn’t help but notice how cool and trendy all of us WebGeeks were, with our Macbooks and Twitter accounts and smartphones. We were discussing alternate-reality games, privacy in social networks, use of blogs and podcasting during war time, building strong virtual communities, lead generation on the web (cough), and Second Life.

I got the sense that the world of the web has increasingly become extremely bifurcated between those who practice all this stuff and those who buy these services. I thought a lot about the marketing directors and VPs (and business owners!) I rub shoulders with every day, and I don’t think many of them have quite the handle on these issues that we geeks think they have.

In fact, the more I thought about it, the more I became convinced that most of the folks who hire the Triple Dogs of the world really don’t care about all these cool little techno-issues. They care about their businesses, and about dominating a marketplace, or about disseminating a message to the right audience.

So I figured, “Hey, that’s a nice thought, why don’t you ask the community and see what happens?” So I did. A few nights after SxSW I posted the following question onto LinkedIn:

What are the top 3 online issues/problems you face as marketer/business owner?

Let’s face it–web experts live in a pretty rarefied atmosphere. We tweet, blog, and attend virtual conferences. We’re familiar with CSS, content management, and analytics. It’s easy to forget how strange this world is to an outsider looking in. I’m trying to get a sense of what marketing managers and business owners really face out there.

What are the top 3 (or more!) issues, problems, questions, or challenges you face in the online world?

I received about a dozen replies, all of them long, thoughtful, and pretty much hard to summarize in a pithy report. In fact, I won’t even try to summarize them all, nor will I mention them all. I will try to convey to you the sense that I got from them, because they each offered a compelling look inside our collective headspace.

Right away, one particular response (from Shanker Achari) made me pause. It begins:

I think that the biggest separator between marketers and their IT expert colleagues is the perception of what is driving the business. The issues are not usually technological, though it might seem like that. It is important not to lose focus and to only address those online services that will add value to the firm - not to jump onto each and every web-based bandwagon that crosses your doorstep.

I definitely understand what he’s saying here. After 15 years in this business, I’ve definitely crossed some kind of threshold. I’m constantly looking for the WHY instead of just the what and the how. Why is this project important? Why are we doing it? Why aren’t we doing this other thing? Why are we doing it now?

Others, like David Pedragon and Greg Kilgore get down to even brassier tacks: how do we drive traffic to our online sites? Do I have enough bandwidth and resources to handle the traffic? Can I continue to make improvements in content, usability, and other areas to increase response rates? Can I filter out the fluff/noise/chaff to focus on real opportunities? Can someone please add several more hours to each day so we can get everything done? (This sentiment also echoed by many others!)

Angela Brutsche brought up a good point: “Determining when/if to let go of traditional communication mediums.” It’s a scary thing, venturing out into this brave new world, where a storm of tweets at a conference can erase a whole bunch of expensively created brand good will.

Rene Craft hit it on the head when she mused:

Getting used to the new technologies constantly popping up and trying to figure out which ones are useful for business vs. just for kids (ie, anyone under 30).

I remember when I was one of those hotshots under 30, but of course, back then, having a tables-compliant browser was the cool thing. I’m just kidding.

All in all, the sense I’m getting from all these responses is that it’s high time to focus on value. Become really good at a few things within the Web world, and pursue your goals with a passion. Help companies make money with all this stuff instead of bouncing them from one faddish technology to another. Help them start and deepen conversations with their customers with great tools, good usability, and great content, and the rest becomes easy.

In this, as in all things Web, we all have a place at the table–whether we’re copywriters, back-end developers, Ajax scripters, designers, or PHP nerds.

TheWaitingRoom.Net is live!

Since last November, I’ve been working with Rene Craft and Kimberly Webb of TheWaitingRoom.net. They came to me via Dave Claunch of Liaison Resources. They were looking for some pro bono help building a web site.

TheWaitingRoom.Net

Basically, what they wanted was a web site where parents could come and share resources with each other…and not just any resources, but resources for their kids with special needs. It may seem like a normal, every-day thing for most people to find (say) a barber for their child, but if you have a child with autism, this simple exercise becomes quite complicated.

Parents in this environment are also naturally skeptical. I should know. I watched my parents ride the emotional roller coaster when they were trying to find people to help them with my brother Robert, who has severe and profound autism (he is 35 this year and still doesn’t speak and can’t take care of himself). The only way to make this kind of web site work was to allow parents to share information with each other.

Our initial metaphor was Craigslist. We thought that a system that would allow parents to post “classifieds” about different places they have had good (and bad!) experiences with would be a good start. After two rounds of user testing, we figured out that this metaphor needed tweaking. Instead of classifieds, parents thought in terms of resources.

I did all the coding in CodeIgniter. The initial effort was about 15 hours of work over three days. Subsequently, I’ve completed about a dozen mini-rounds of about 1 to 2 hours each, all of that work happening between New Year’s Day and last night. There will likely be more work completed as we go forward.

From the very beginning, I opted for an agile approach. I asked them a series of questions about what their goals were, and then we examined wikis, blogs, and other software to see if it would fit the bill. When we realized that we would need custom software, I told them that I would be happy to build it in CodeIgniter, especially since I was writing a book on the subject and may be able to use the case study in the book.

Once I knew I was building an application from scratch, I sat with them and started diagramming screens. The first initial loadout happened over three days and represented an extremely rudimentary site–home page, category views, resource views, and a way for users to register for free and start creating resources on the site.

As we progressed, I added the comment feature, the flags system to indicate problematic resources (the system automatically marks a resource as problematic once enough users flag it), and streamlined the process of approving resources for publication. Originally, I had coded in an email-verification system a la Craigslist, but figured out in user testing that it wasn’t necessary. All users needed was a way to preview their resource before publishing it.

Right before going live, we added a “share with a friend” feature, and added a WordPress blog to allow the founders to talk to their community of parents.

From a technical perspective, the site consists of just a few database tables (to track resources, categories, registered users, comments, and even flags in case of problems with a resource), about 500 lines of code in the main controller, another 300 lines of code in the models, and about 15 view files. Most of the view files are actually includes that get pulled into other templates.

The application itself takes up just 384 KB of space (inside a 2.6 MB install of CodeIgniter 1.6 and all the images, css, and Javascript used to support the site).

Twitter…..

Okay, line up to smack me. I’ve joined Twitter once again, and this time I’m going to stay on it by ruthlessly following only those people I think have the highest chance of saying something un-inane. You can follow me too if you like. I’ll keep my cynical, caustic, and useful tweets down to 5 a day maximum, I promise.

Why the change of heart? Am I not the Die Twitter Die guy? Well, it’s mostly because of what I witnessed at SxSW 2008 (the Zuckerberg-Lacey fiasco). Plus it is kind of irresistible to a snarkatron such as myself.

I still maintain that what Twitter needs is some kind of tag-based filtration system. In other words, I do want to follow you, but I only want to know if you’ve invented warp drive (or stumbled upon world peace) and not when you’re taking your kid to the park. Or, perhaps, I only want to hear from you during certain times of the day, or only on the weekends, or on Leap Days. Furthermore, there may be some use for some kind of broad categorizations, like rants, political content, or when something has a link in it (invariably to a web page trying to sell me something).

The on/off binary switch is just a bit too crude, but for now, I will use it with glee. Feel free to turn me off if I’m just too painful to endure. Particularly on days like today, as we stumble around in post-SXSW stupor.

How a bit of relevance could have kept the “train wreck” from happening at SxSW 2008

It’s been called a “train wreck” by journalists, attendees, and bloggers.

What am I talking about? Sarah Lacy’s keynote interview with Facebook founder Mark Zuckerberg on Sunday.

Part of the problem was Sarah Lacy, or at least her reputation. It’s a bit troubling for a journalist to be well known for pulchritude as well as professional snaps (with one magazine breathlessly calling her “the hottest reporter in technology”).

Part of the problem was Mark Zuckerberg, who for all intents and purposes resembled a painfully shy 8th grader instead of a billionaire founder of the planet’s most successful social networking site. I don’t think any reporter could have gotten him to open up on anything of substance.

The biggest part of the problem was the audience, and most importantly, their unwillingness to continue consuming an irrelevant discussion.

There they all were, with all their technological prowess, many of them sending Tweets out about how boring and off-track the keynote was. Those tweets not only bounced around the Internet, but were of course consumed by many people in the room.

Others who were liveblogging the event as it happened, with their Macbooks perched on their laps, added to the pressure cooker. Soon you had a virtual echo chamber: all the tweets and liveblogs collided with everyone reading the tweets and blog posts, and pretty soon you had a bunch of people already frustrated by the presentation rise up in rebellion.

To the casual observer, it looked like there was one presentation happening on stage, but an audience paying attention to an entirely different event at the same time.

Okay, check that. That’s precisely what was happening. Of course, interviewer and interviewee were unplugged and had no idea what was happening, except for a dawning realization that something was off kilter.

Eventually, the room hit some kind of tipping point (and boy do I hate these squishy terms, but they seem appropriate) and the virtual wall was breached. People in the crowd started to grumble, and then one person shouted “Talk about something interesting!” to everyone’s laughter.

Then came time for Q&A. All that pent up hostility just came out. Sarah, perturbed by the antics, said “Well, send me an email if you think I’m doing such a bad job!” which prompted the guy at the microphone to say, “What’s your email address?”

More laughter. More heckling. It finally wound down with a whimper and we all moved on to other sessions, but I could see others continuing the conversation via cellphone, Twitter, and liveblogging.

All of this stuff was eventually picked up on Digg, and then someone at Wired blogged about it, and then the story crashed into the Technology Press at large.

The event had become a media firestorm (albeit in a small niche) in the time it took to walk 100 yards to the nearest restroom and back.

Not to put the fear of God in you, oh marketers, but this is just the tip of the iceberg. This is what the new generation out there is doing all the time.

They buy your stuff, talk about it, blog about it, tweet about it. Some of them aren’t even waiting to buy it. I’ve seen them tweet and moblog (mobile blog) about stuff while they’re in stores. Taking pictures with their cameraphones, uploading mobile video, liveblogging.

Whereas earlier Internet users planted a firewall between events and their online discussion of same, that era’s over. For this new group, it’s all one big hairball, with the virtual discussion often overshadowing the real world event they are covering.

Why is this so important to you? Imagine a world in which journalists from all spectrums of the media universe focused not on politics or the marketplace or human events, but on their reactions to the same.

Cogent coverage of the news item itself would diminish in favor of an ever-growing palimpsest of thoughts, feelings, echos, and tagents based on the news item. Clear thinking on any given subject would become a Gordian Knot of cultural dimensions that only the most savvy could interpret.

How do you as a marketer navigate this kind of world? RELEVANCE. That was the single biggest lesson of the Zuckerberg-Lacy fiasco. Lack of relevance caused a lot of rebellion.

These people had paid a lot of money to attend SxSW, and they wanted to hear Zuckerberg’s thoughts on privacy, tools, and social networking. And they were gravely disappointed.

Some might say (as I did right after the event occured) that these young ‘uns need to learn some manners–after all, not many of them would think to take a cell phone call in the middle of the event (okay, maybe some would). Nor would many of them have the guts to just walk out, or jump up on the stage and yell out “WTF! OMG, U R so l4m3″ or whatever the equivalent is.

But really, in the long run, the audience is right. They came expecting one thing, got something else, and didn’t lie down and just live with it. They knew they had an empowering technology at hand, and they wielded it to turn the tables on the whole power dynamic.

In sharp contrast to all this was the earlier session by Jared Spool. He spoke on using magic and illusion to help design great user experiences on the Web.

He peppered his talk with humor, some magic tricks, lots of great details, and a clean slide presentation that drove home important points. No 38 bullet points per slide. No kitschy backgrounds. No stupid transitions or zooming animations.

In the end, he tied the magic tricks in with the idea that web sites must have “delight generators” because that is what takes an experience over the top.

He got a standing ovation at the end, and about 100 people lined up to offer up their business cards so they could be signed up for his user experience newsletter.

Thus endeth the lesson.