Heath Schreiweis
Designer

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Involving the client during the web design process

I was fortunate enough to recently develop and conduct a course on website design inception for one of our clients.

Our team recently determined that it was necessary to orchestrate a workshop that focussed on enabling clients to think more broadly about their brand, their business ethos and most importantly the end user rather than only concentrating on the site requirements. After testing and positive feedback from this method, we determined to use this approach as a standard for all new website development projects.

This process was designed to address specifically:

  • The client’s uncertainty about what the website was to deliver
  • The client’s requests that were out of the scope of regulations, timeline or budget
  • Varying design ideas and options amongst client panel members
  • The clarification of terminology/language between the client and us as developers
  • The difficulties in identifying the target audience and the design of a site with the end user foremost in mind.

The workshop

After a few weeks of investigation and design, the UX team and I developed a 3-4 hour workshop that provided participants with a baseline of technical/web development language, and a basic understanding of the design process. The success of the workshop also focussed on getting the participants thinking about the user and their experience when traversing a website, and as the designer, coming away feeling confident with a direction when designing the website.

The workshop divided into three different sections:

  • User experience design
  • Aesthetics
  • Structure

User Experience Design

The intention of the focus in this section is to give the client an understanding of user experience design. Participants were encouraged to start thinking about the user's state-of-mind when interacting with a website in general. The focus was to help the clients to understand that website design that is easily navigated, naturally intrinsic and accessible will provide the user with a positive experience and thus guarantee that they will want to return to the website.

This section also begins to introduce website language via labelling the various elements and terminology to participants. It also provides an opportunity for a quick look at the current design and user data trends.

I found that I could quickly skim through this content as it was intended to be a brief overview and also because the participants were well informed and up to speed on this topic. I provided a couple of examples of common websites, their evolution, and functionality, as well as examples of good user experience versus bad user experience.

A few topics we covered were:

  • The flow of interaction (how a user interacts with a website, from what they see to what they do)
  • Understanding a User Experience
  • What makes a good website experience?

Visual design, typography, user interface design, interactive design and usability/accessibility. 

Aesthetics

Where the fun begins, after a short introduction:

“Aesthetics: a set of principles concerned with the nature and appreciation of beauty. The branch of philosophy which deals with questions of beauty and artistic taste.”

We moved onto a series of activities that at first seemed a bit wishy-washy, but started by putting the attendees into a frame of mind for creativity.

Activity 1: Your famous person

If your organisation were a famous person (fictional or non-fictional) who would it be? And why?

At first, clients were a bit sceptical, looking at each other like ‘is he for real?’ but luckily we had some die-hard creatives in the group who helped to start the conversation. This created a great flow in the group, with myself writing down notes on a large piece of butcher’s paper (despite all the technology available in the world, nothing beats post-its and butcher’s paper!). Characters like ‘wonder women’ and ‘Luna Lovegood (from harry potter books)’ where mentioned.

It also queued things up perfectly for the second activity.

Activity 2: The waiting room

Imagine your organisation has a waiting room/reception hall, Ask yourself?

Followed by a series of questions that sparked thought proving responses, such as:

  • How big would it be?
  • What’s hanging on the walls?
  • Is there a receptionist? Or a concierge?

By this time the group was warmed up and already talking about different ideas. One of the best responses was ‘an airport terminal, arrivals and air stewards’ which fitted the genre of the project, other keywords were ‘light and bright’ and ‘open plan’. As the lead web designer for the project, in the back of my head this helped dramatically in drafting up ideas as the project progressed.

As an extra tool for this activity, I made an A4 page that I would hand out with questions and keyword prompts for those people who might be struggling with the task. But I would suggest that if there is a clear flow of creativity developing amongst the group, then there is no need for these prompts (as they may direct design rather than assist it).

Structure

After a short break, we moved on from the feel and emotions of the website and took a glance at the more practical, look and structure of the site.

It began with a short introduction of the grid, (without going too much into the technical language) how sites using frameworks such as bootstrap adheres to rows and columns and allows the site to have a structure and respond smoothly to various devices and the simplicity or complexity of how a grid can appear.

We then moved to the first activity of this section.

Activity 3: Design your book cover

Design a book cover that would best reflect your subject matter

An excellent way to prioritise the main messages the client may have.

The client is given a large sheet of paper with a template of a spine, spine, back and side flaps (like a dust cover). It required them to determine their central message and put it on the front cover and lay out the additional content in the other areas. They were also required to illustrate or diagram any associate images that best represented the cover.

“A good cover conveys the essence of the book. It is readable, and its message is clear. It also is aesthetically appealing.” 

Activity 4: What’s on your homepage?

From this we were then able to move onto an even more practical activity, outlining the clients expectations of the homepage – , the team were able to determine what essential information was – what their key messages were and any call-to-actions.

List the key elements you want to appear on your homepage

Participants brainstormed amongst themselves and then we listed the items on a piece of paper and discussed the importance (priority) of the page (i.e., above the fold, on the footer, etc.).

Activity 5: Sort your site.

By this step the client now had some key ideas of what to include on the homepage; they were able to design a basic wireframe of the site right then and there on the workshop room table!

Armed with a couple of decks of custom designed UI cards, each with a different element, image, content, slider. The team split into two groups each with a deck of cards, and were able to sort through and mock up a layout of their homepage, coupled with some descriptive sticky notes; each group put together a basic wireframe of their homepage. Afterwards, each group took a look at each of the ‘wireframes’ and discussed the pro’s and con’s of each layout and were able to come up with a final version at the end.

I was then able to take this back to my desk and build a prototype of it at a later date.

Overall the workshop was a huge success from our previous methods of the design process, we received excellent feedback from the client on the content and execution of the workshop, and the UX team were able to walk away feeling confident they had a direction to go for the design of the website.

We’ve since used the workshop a couple of times, for various clients, each time resulted in the same positive response and helped with the project development greatly.

One of the key things that we learnt in both researching and conducting the course is that it saves a lot of time and hassle to include clients into the design process rather than acting as a service that provides endless small alterations of a design that can send both the client and designer nuts.

One of the unexpected benefits of this initiative is that running a professional workshop with clients also helps in asserting a level of authority within the developer – client relationship. By talking about, and sharing knowledge of user experience design you are showing the client that you essentially ‘know your stuff’, and you are not just another ‘designer’.

Branding to improve your bottom line

Many small businesses have been up and running a good while before they start thinking about branding and marketing. Of course, with the 101 things small business owners are faced with on an everyday basis this is understandable. However it is important not to underestimate the importance of good branding.

What is a brand?

You might have a great logo but that is only part of your brand. Everything about your business is your brand:

  • The name of your business
  • Your staff
  • Uniforms and office furniture
  • Colours that you use on your signs
  • Your sponsorship and support (such as sporting teams or community activities)

Your brand is essentially the set of ideas your business stands for in people’s minds. Visually this is seen such as through a logo, staff uniforms and office layout and location your brand is also shaped by your actions as a business. A successful brand will help differentiate you from your competitors, build loyalty, increase traffic, create brand advocates and help connect people emotionally to your business.

Creating your brand

Before you embark on building your brand presence you need first to spend some time thinking about the fundamentals of your brand. Considering the following questions will help you define your brand.

  • What is your purpose as a business?
  • What are your businesses core values?
  • Who is your target audience and what are their needs?
  • What do your customers think when they think of your business?
  • What differentiates your business from that of your competitors?
  • And most importantly, what is it you want your customers to think when your business comes to mind.

The great news is you don’t need a huge budget in place to build your brand. You will however need to invest some time and thought.

Marketing your brand

Think about the tone you use when you write, how you interact on with people on the phone, what things you post on social media and what visual images you use. Remember all of this is a reflection of your business and your brand values.

Try using your ‘About Us’ page on your website to give customers a feel for the people behind the business. ‘Meet the team’ or ‘behind the scenes’ can give a face to your business and help people build an emotional connection to your brand.

Be consistent with your visual style, use the same fonts on all of your written materials. Link your logo in with any products or services you advertise and use your designated business colours throughout all of your activities from the business premises through to staff uniforms. Everything should be a reinforcement of your brand.

Customers should see your brand colours and immediately think of you and your business.

What type of social media platform is best for small businesses?

If you are a small business social media can grow your business and your profits.

There are lots of different social media platforms – Facebook, twitter, LinkedIn, Instagram to name just a few options. It can be confusing knowing which social media platform to invest your time into.

Not all types of social media are suitable for all types of businesses. However, Facebook is one social media platform that is suited across all small businesses. Once you become experienced with using Facebook you can decide if you need to add other social media platforms such as twitter or LinkedIn.

According to Business Insider Australia as at April 2015 there were approximately 13 million Australian active on Facebook each month and Australians are some of the highest Facebookers in the world. Every day there are 10 million Australians are active on Facebook, of which 9 million are on a mobile device.

According to a Nielsen report, the latest Australian stats showed on average, of those that have discovered new information on Facebook, 60% would go on to learn more and about 35% of people who have discovered a business or product on Facebook would share that with their friends.
 
The main benefit of having a Facebook page is that your customers can help do your marketing for you. If you appeal to your existing customers they will share your posts with their friends and followers.

Starting up a Facebook page may be daunting but the potential for growing your business, expanding your customer base and making more money is just as vast. However, a Facebook page does not run itself, you have to put time and effort into running your page to reap the rewards.

Why your website will be better than ours!

As a website developer, I find that developing and designing for yourself is often one of the hardest projects, after all, you are your own worst critic. Some of the most talented design agencies I've had the pleasure to work with have had some of the most dull websites and portfolios, as the saying goes, a 'builder’s home is never finished' (and as the son of a builder, I can attest to that!) 

Then there are other agencies that have it all sorted! A clear style and branding to their business and a stellar quality website. However these companies generally have higher overheads, additional staff for internal communications and marketing which all costs money and needs to be paid for by their clients.

We are a small, busy team and often as a result we put our own projects to the bottom of the list resulting in our own work often never being completed. Our website has been one of them. The more I’ve been working with small businesses over the years, the more I find this similarity, the business’ priority is dealing with their clients and customers, providing their front line product or service (as it should be) and leaving their own business and brand to the bottom of the list, resulting in poor or little promotion of what could be a top quality business.

When working on a client’s website, we are often in the fortunate position of essentially forcing a client to stop and focus on their own business. When asking them to supply website content, we discuss their brand and the image that they want to portray to the world. It forces them revisit and take stock of what their company is about, how they see their design and their branding. We even take photos of their business or the image they want to portray and weave this into their website. This whole development process often reignites an old flame that may have been close to extinguishing - and we like to see that drive for success rise to the surface of our clients. 

Developing a new website or re-invigorating an old one is not just about platforms, downloads and location maps. It is about working together with a small business to create a presence and face for the business. It is about making each small business an online individual with a space that proudly and passionately says who they are.

We are passionate about our role in helping small business grow and we enjoy working with them.

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