IA Summit 2016 - Architecting for simplicity and meaning amidst information chaos (Shopify reports: a case study)

Transcript

1. Architecting for simplicity and meaning amidst information chaos Shopify Reports:

   A case study

2. Oh hey... @virginiastart @_kyleaparker

3. Ottawa, Ontario, Canada

4. Prime Minister Justin Trudeau

5. Spring in Ottawa

6. 1. Layer in complexity 2. Integrate design, content, and research

   3. Embrace vulnerability Today we’re going to talk about how to...

7. What is Shopify?

8. What is Shopify reports?

9. Disconnect between tasks and data

10. None
11. None

12. Bad data visualizations

13. It had to be approachable

14. How do you design business reporting for 243,000+ merchants?

15. 1. Layer in complexity 2. Integrate design, content, and research

    3. Embrace vulnerability

16. Figure out what information you’re dealing with

17. Business processes Store Channel Product Variant Customer Addres Engagement ✓

    ✓ ✓ ✓ ✓ Carts ✓ ✓ ✓ ✓ Checkouts ✓ ✓ ✓ ✓ Sales ✓ ✓ ✓ ✓ ✓ ✓ Payments ✓ ✓ ✓ ✓ Taxes ✓ ✓ ✓ ✓ ✓ Gift cards ✓ ✓ Conversion ✓ ✓ ✓ ✓ The bus matrix

18. Define your information objects

19. Sales Customers Traffic Products

20. See what else is out there

21. None

22. Do just enough mapping

23. Store performance Business operations How much did my store make

    this week? I need to do my taxes.

24. Define and prioritize tasks

25. Shopify reports Keep track of your project truisms Do the

    hard work for our merchants Are organized by merchant task Can be saved and favourited Etc.

26. Get out of the office

27. Eureka!

28. Think big, start small

29. Take one piece and make it your baby

30. Don’t pull the rug out from under your users

31. “Everything changed on the day of the new design’s launch.

    All of a sudden, everyone’s current knowledge was shifted back–almost to the point of a brand new employee.” - Jared Spool

32. Before After Implement in increments

33. Be scrappy!

34. To layer in complexity: ✓ Figure out what information you’re

    dealing with ✓ Define and prioritize tasks ✓ Think big, start small

35. 1. Layer in complexity 2. Integrate design, content, and research

    3. Embrace vulnerability

36. Include everyone from the beginning

37. None
38. None

39. Become experts together

40. Become experts together

41. Become experts together

42. Learn about your users together

43. Let content lead the way

44. Content first!

45. Don’t get trapped in discipline silos

46. Keep other teams close

47. To integrate design, content, and research: ✓ Include everyone from

    the beginning ✓ Let content lead the way ✓ Break out of discipline silos

48. 1. Layer in complexity 2. Integrate design, content, and research

    3. Embrace vulnerability

49. “Vulnerability is the birthplace of innovation, creativity, and change.” -

    Brené Brown

50. Show off your work (even if you think it sucks)

51. Show your work early and often

52. Get comfortable with feeling uncomfortable

53. Hold team health checks

54. Share honest feedback

55. Don’t gloss over the prickly bits

56. To embrace vulnerability: ✓ Show off your work ✓ Check

    in with your team often and honestly

57. 1. Layer in complexity 2. Integrate design, content, and research

    3. Embrace vulnerability Today we talked about how to...

58. Thanks! @virginiastart @_kyleaparker

59. References Designing Embraceable Change, Jared Spool Just Enough Research, Erika

    Hall NN/g UX Conference (Chicago, 2014) The Power of Vulnerability, Brené Brown

60. Images Slide 3: flickr.com (Matt Wiebe) Slide 5: vogue.com Slide

    6: cbc.ca Slide 14: observer.com Slide 31: bac-lac.gc.ca Slide 46: @jazyfent Slide 55: thewallpaper.co Slides 10, 21, 23, 34, 45: unsplash.com