notifications - building a transparent system

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SDL Proprietary and Confidential Workflows and Notifications Building a case for a transparent Documentation system João Lopes – UX Strategy Group

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SDL Proprietary and Confidential

Workflows and NotificationsBuilding a case for a transparent Documentation systemJoão Lopes – UX Strategy Group

LiveContent in one sentence

A suite of tools to create, reuse, review, publish and translate documentation to multiple outputs in multiple languages.

Multiple UIs on the way

DesktopWeb

Content creation processes

Personas involved

Personas involved

Workflows are hardly used

○ Kind of hidden

○ OOB, one single workflow with fixed states

○ No Ad-hoc designer

○ Cannot handle exceptions

○ No support for User Groups as assignees

○ No easy-maintenance

○ Multiplicity of users and roles involved

○ Impact of the intrinsic objects relation (reuses, referenced, anchored)

○ Poor workflows OOB

○ Inexistent warnings or notifications mechanism

○ Multiple UIs

○ Legacy and non-compatible technologies across UIs

Recap of the facts

○ System does not help users preventing their actions impact their peers

○ A lot of time is wasted in understanding impact a priori and a posteriori and guaranteeing that the process flows smoothly

○ Need to use of external / third party tools to communicate or flag changes (email, doc review tool)

○ Doesn’t resonate with the ‘Team’ concept behind a ‘Publication’

○ Provides no tracing ability

And consequences

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Content creation pipeline has an intrinsic social nature that LiveContent is not respecting. Users need to be aware of everything that may concern them happening in the creation pipeline, hence the need to make objects’ transitions and people activity transparent.

Axiom - UX PrincipleAxiom – UX Principle

11

A bit of Storytelling

22

Deep-dive into Notifications

OWNSERSHIP

a change to a topic I own 

a new version of a topic I own

a new version of a publication I own

A change to a topic I’m reusing

a topic I own is added to a Publication

COMMENT

someone accepts a comment I’ve

made

someone replies to a comment I've

made

comment activity in a topic I own

PUBLISH

Status of my publishing job

RELEASE

Publications with content I own are

released

Publication where I have a role are

released

WORKFLOW

a new To-do is assigned to me

derived from my role in a workflow

work items I’m assigned to

overdue or are nearly overdue

workflow roles in a Publication I

contribute/own change

TRANSLATION JOB

my translation jobs status

Events that can trigger a Notification

Where to show Notifications

WEB UI - Notifications area SDL frame

Email

Mobile device

Anatomy of a Notification

○ User / Actor Image

○ Icon of notification trigger / group / product

○ Timestamp

○ Notification description (two lines)

○ Hyperlink to object (when applicable)

○ Secondary action button (when applicable)

○ (on hover) Notification details button

○ 'New' visual hint * (colored background)

*what's does 'New' mean?New is a notification that has not been read yet. 

Notification details

○ Full notification description

○ Possible additional actions

○ User Recent Activity (stress the social nature of users' activity) 

How actionable are Notifications

PRIMARY ACTION: JUMP TO OBJECT

○ Except for explicit buttons, clicking a Notification navigates to its object, either from web UI or email.– Topic

– Publication

– Comment

– Properties (Metadata)

SECUNDARY ACTION

○ Secondary actions add a logical action in context of the Notification. Example are:– Mark as done

– Locate in Repository

– View a report

– Download a Publishing job

○ While triggers for Notifications are on each product court, Notifications as part of SDL frame navigation should be handled as a common capability.

○ Initial concept was to have Tasks AND Notifications and it evolved to a simpler format where Notifications can trigger Tasks (To do’s).

○ It’s still undefined if LiveContent will offer Notifications in this release (Sept 2015 and possibly email only) or next year.

○ How does this interaction model works for other SDL products?

Open questions

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