At 5:24 PM -0400 10/20/07, Christopher Fahey wrote:
>Do you (or your employers) usually create the functional spec
>*before* the UI spec? I suppose this is a pretty traditional way of
>doing things in big organizations, but I thought we were generally
>moving away from that model. Are you comfortable with that approach?

BF: I always create a functional spec before a UI spec.  These days 
my functional specs are often informal: perhaps a list of bullet 
points or a general description of what the end result is supposed to 
be like.  But I feel it's essential to get an adequate sense of the 
range and scope of the job I'm being asked to do.


>... (for example, does the system
>use a session or a cookie to remember a user preference? which
>database does the data come from?)...

BF: To me, these do not belong in a a functional spec.  A functional 
spec would say "we have to let users set [these] preferences..."  and 
"there must be a way to store and retrieve [this] data...".  *how* 
the preferences and data are stored and retrieved is up to the 
engineers to design.  How the preferences and data are presented to 
the user is up to me to design.  We both have essential roles in 
delivering the desired functionality to the user.  Both of us must be 
successful for the user to have a satisfactory experience.


>I think of this in architectural terms, where the architect designs
>where the people go and how they experience the space, but the
>engineers decide what kind of steel beams to use, where the rivets
>go, how to route the water pipes and the electrical wiring, etc.

BF: I, too, use the building-architecture analogy, and I equate 
myself in this analogy with the architect.  A building architect 
always has to ask the client what kind of building to design and what 
are its key characteristics.  What is its purpose, what is the 
budget, how many people, cars, etc. does it have to hold, etc.  I 
suggest that the list of answers to these questions comprises the 
first (and sometimes final) draft of what I'd call a functional spec.


>(I am not demeaning the work of engineers here. Engineers with the
>right skills can certainly build, or help build, great user
>experience specs. And, of course, the process of figuring out how to
>effectively build and deliver the user experience as specified in the
>UI spec is not trivial, requiring great skill, creativity, and
>ingenuity.)

BF: One key thing I've learned in my career is that the only thing a 
user  ends up seeing or interacting with is what the engineers build. 
Therefore I only have influence, not control over the outcome.  I can 
maximize my influence by working closely *with* the engineers to: (a) 
design something they can build (within the constraints of budget, 
schedule, legacy issues, etc.), and (b) getting them excited about 
how wonderful the results can be.


>As UI designers, sometimes we have no choice but to follow a tech
>spec. Many product managers begin with functional specs and then
>bring on the UI team to "make it user friendly".

BF: Whenever I've encountered this, the people who have worked on the 
project before I was brought on board have gone way beyond what 
belongs in a functional spec, or marketing requirements document, 
etc., and instead have already created a design (even if they're not 
calling it that).  When in the past I've found myself presented with 
such a situation I have gone to the decision maker(s) and said, 
diplomatically and tactfully,  you have two choices: constrain me to 
simply making minor improvements to the "design" you've presented me 
with, or give me the freedom to create the design that this product 
really needs.  You're paying me, it's your call.


>...If there is
>a single thing that best exemplifies "user centered design", it is
>the concept that the "UI is the spec" [1].

BF: At least on the face of it I can't agree with this, although 
maybe you didn't mean it the way I read it.  To me user centered 
design starts with a deep knowledge of,  sensitivity to and 
commitment to the users.  Any design, engineering, testing, 
marketing, packaging, sales, distribution, support, etc. must flow 
from that for a product to be "user" centered.  And as you may guess 
from my list, I feel that the user "experience" is affected by the 
full spectrum of organizational specialties.  A good UI design is 
certainly a key contributor to a good user experience, but can easily 
be undermined by poor performance in other parts of the organization.


>[1] http://www.37signals.com/svn/archives/001050.php

BF: I read this, and it doesn't sound at all like my experience.  I 
don't doubt that the writer(s) are telling the truth as it has been 
for them, but for me I have typically found functional specs to be 
empowering and unifying.

-- 

======================================================================
Bill Fernandez  *  User Interface Architect  *  Bill Fernandez Design

(505) 346-3080  *  bf_list1 AT billfernandez DOT com  * 
http://billfernandez.com
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