Archive for the ‘Productivity’ Category

7th September

28 UX Design, Usability and Web Content Writing Resources

 

backtoschool
Back to school season is here. If you haven’t already, now is a good time to brush up on your UX design, usability and web content writing skills. I hope you find these resources helpful.  

Speaking of back to school, I’ll be giving a guest lecture on User Personas at Fairfield University this Thursday, September 10. I’ll be doing more speaking engagements throughout the year, so please let me know if you’re interested. Thanks!

User Experience Design (UX) Resources

This oldie but goodie from Peter Morville at Semantic Studios is still relevant to the field today. It lays the foundation of UX in a very easy-to-understand way. 
 
2. Starting A Career In User Experience
This 2003 essay from the folks at Adaptive Path is also a few years old but gives an excellent introduction to the field. It really helped me make the transition from agency/corporate project manager to independent consultant.
 
New York City-based UX Consultant Whitney Hess has a great primer on dozens of UX design resources here.
 

Online UX Design Webinars and Courses

4. The Basics of Information Architecture – Thursday, October 8, 2009
This 60-minute virtual seminar covers all the basics of what information architecture is and how to practice it. This seminar is for anyone new to the field of information architecture who is looking to get a broad overview of the ideas and methods of IA.
 
5. Good Wireframes Faster  - Thursday, October 22, 2009
Firing up Visio or Omnigraffle and throwing some boxes and arrows on the default canvas might seem like the quickest way to start designing an interface. But without a systematic approach to creating and communicating designs, your ability to iterate quickly and collaboratively across dozens of pages can quickly erode.
 
6. Experience Strategy 101 – Thursday, December 17, 2009
Experience Strategy 101 is a primer for designers and design managers who need to get up to speed on the concepts and principles of corporate and design strategy. 
 
Lou Rosenfeld is one the authors of Information Architecture for the World Wide Web, largely considered the bible of user experience design (see books below). His company, Rosenfeld Media, offers a variety of books and seminars featuring the latest UX talent.
 

Usability Resources

8. Human Factors International
HFI are the go-to guys when it comes to intensive training on usability. I took a bunch of their courses as a corporate web project manager and they were fantastic. Highly recommended for any organization.
 
9. Search Engine College (SEC) – Web Site Usability Course
SEC offers a number of online courses for web professionals looking to upgrade their skills. This course covers a broad range of web site usability topics, including logical navigation usage, broken link checking, custom error messages, functional feedback forms, design and layout consistency, intuitive ordering and shopping cart processes etc. 
 
Paul Nuschke provides a useful overview of his QTUT usability testing methodology. The article has useful tips for consultants and corporations faced with short testing windows.
 

Wireframe Resources

Smashing Magazine’s truly excellent collection of all the web wireframing articles you could ever want to read (except for two of mine below). If you’re a wireframing junkie like me you will love these.

Here’s my own philosophy and approach to making wireframes.
 
This 12 minute video shows you how to make a basic wireframe using Omnigraffle.
 

Recommended Books on UX Design:

14. Don’t Make Me Think
Steve Krug
This book has stood the test of time as the gold standard of web site user experience and is used by web professionals all over the world.

Peter Morville and Louis Rosenfeld     
Also known as “The Polar Bear Book”, this book defined the practice of Information Architecture back in the 90s and has been revised and updated. The current edition is very helpful for designing large intranets.
 
Christina Wodtke and Austin Govella
This book inspired me to become a user experience designer. The first edition had a huge influence on my early web design career. Besides the useful update, the second edition also has a great chapter on designing social media spaces.
 
Russ Unger and Carolyn Chandler
This is a great book for new UX designers or those already active in the field. There are plenty of useful examples of UX documentation and  process templates.
 
Nathan A. Curtis
Besides giving a detailed overview of the user experience field, this book has lots of actionable ideas that will help you re-think the way you approach UX deliverables. 
 

Web Content Writing Resources

19. Copywriting 101 (Copyblogger)
Copyblogger is a great site about copywriting in general, and Copywriting 101 is an outstanding post in particular. I’m a big fan of Brian Clark and his team. They are very sharp, smart people who will help you whip your web copywriting into great shape.
 
I took this comprehensive course last year and it really helped my copywriting skills. I’ve followed Bob Bly, Peter Bowerman, Steve Slaunwhite and Michael Stelzner for many years, all of whom are established and successful copywriters. It’s pricey at $300 but well worth it.
 
Steve Slaunwhite is the author of Start And Run A Successful Copywriting Business. His book and website both have great information and strategies to help you become a better writer.
 
The folks over at ALA just plain know how to do stuff well on the web. Read these articles and check out the entire site.
   

23. Nick Usborne’s Guide To Online Copywriting
Author Nick Usborne has organized dozens of his useful web copywriting tips in one place. Very nice.   

Recommended Books on Web Content Writing

Kristina Halvorson
Holy cow do we ever need this book to help websites not suck. I haven’t been this excited about a new web book since Christina Wodtke’s first edition of the Blueprints book. Get this book, read it through, and watch your content soar and your users cheer.

Virginia (Ginny) Redish
I almost danced a jig when this one came out. Just as groundbreaking as Content Strategy for the Web. The two together are a great match.

Dan Furman
This book has lots of no-nonsense tips on writing effective small business web copy. The author’s sarcastic tone takes a bit of getting used to, but he knows what he’s doing. 

27. The Well-Fed Writer
Peter Bowerman
While this book’s focus is on building a successful freelance copywriting business, there is lots of good advice on knowing your audience and how to write crisp, clean copy.

Luke Sullivan
A great read and a great book. If you’ve only got room on your shelf for one of these, get this one. It’s that good.
 
9th July

How To Be A Digital Nomad

 

digital_nomad

In 10 Online Tools For Remote Working, we discussed how to work anywhere with internet access, regardless of whether or not you own a laptop. In this post, we’ll look at the flip side and show you how to be a completely self-contained digital nomad. This comes in handy if you want to avoid working at a client’s site, the library, internet cafes, or on your mom’s ancient desktop. This basic setup will help you fulfill your dream of working freely at the beach, poolside, or anywhere you want.

Assuming you have a web-based email account such as Gmail or Mobile Me, here’s the kit:

1. Laptop 

A laptop is an absolute must. I do everything on a souped-up old black Intel MacBook crammed with as much memory as it can stand. It’s small enough to fit in a backpack and does whatever I need, including Photoshop and Visio. When I’m in the office it’s connected to a large 20″ monitor. Your application needs will vary depending on what you do, but try to strike a balance between power, portability and cost.

2. Reliable Mobile Internet Connection

There’s lots of options for mobile internet connectivity, from cell phone tethering to dedicated peripherals such as USB modems and internal PC cards. Whatever you choose, make sure it is reliable, rugged, and compatible with your operating system. I’m currently using a Verizon Wireless USB Modem. It works like a charm despite being dropped, thrown, and stepped on. The monthly plan is expensive at $60 per month, but my annual investment of $720 has yielded thousands of dollars of location-independent income, so to me it’s totally worth it.

3. Cell Phone 

This one is obvious so just make sure you have a decent plan and a charger handy. To work effectively with your clients and partners you’ll need to be able to make and receive calls from anywhere. Lots of small business how-to books stress the importance of having a separate business line. My cell phone IS my separate business line and has been for years. My service provider is rock solid and clients know  if they leave a voicemail I’ll get back to them in a reasonable amount of time.

4. Cell Phone Headset

A quality bluetooth headset will enhance your mobility, help you focus on the person calling and keep you safe while driving. Hopefully it will also remind you that not everyone on the train or in that cafe wants to hear about your fantastic win of the XYZ Widget job. It’s best to respect yourself and others and make phonecalls in private. 

5. A Fast Backup Solution

USB keys have been commoditized to the point where they really are a dime a dozen, so you get what you pay for. If you go this route, make sure yours is high quality and speedy. You’ll want to make quick data back-ups on the go. The OCZ Rally 16GB provides plenty of speed and storage for a reasonable cost. An alternative is to use an online storage solution such as Box.net or Dropbox. For total system backup, Mozy is an excellent online service offering unlimited storage at $4.95 a month. I used to make monthly backups on a cumbersome 500 GB drive, but now Mozy quietly makes daily backups in the background and I feel much better knowing my data is safe and secure off site.

6. Notebook and Pens

Paper is where all ideas begin for me, and I love that it is low-tech. My choice is a Moleskine Large Sketchbook. I’ve used all sizes and types of Moleskines. This one feels the best and holds up well to constant wear and tear. While any notebook will do, I purposely avoid spiral notebooks since they tend to get torn up in transit.

7. Post-It Notes

If you do any type of creative, project management or user experience design work, a small packet of square Post-It notes is like having a portable whiteboard anywhere you go. They are great for arranging and re-arranging ideas or notes on a tabletop, wall or any flat surface. They can be assembled, dis-assembled, and re-assembled anywhere. When I’m working on a project with Post-its, I’ll number each one and take a photograph of the resulting arrangement and import it to Evernote later for easy searching.

8. Laptop Lock

While I believe most people are honest and good, I know better than to leave my laptop alone and vulnerable at a coffee shop. If I need to step away I lock it up with a Kensington notebook lock. It’s extremely portable and fits in a tiny drawstring bag.

9. Digital Camera (optional)

If your cell phone doesn’t have a decent camera, a good digital camera is very useful to capture Post-It notes, business cards, or any printed material you find on the go that you want to reference later. It’s almost like carrying a mini-scanner with you, and the images can be ported over to your computer later for easy reference.

10. High Quality Backpack or Messenger Bag

Finally, ya gotta gave a place to keep all this stuff that doesn’t weigh you down. Rickshaw Bags offers a fine selection of laptop messenger bags and accessories for Digital Nomads. also check out the great selection of laptop backpacks from North Face, Victorinox and ebags.com.

Combine this with the online tools discussed in the previous post and you will be unstoppable. Now go out there and get busy!

3rd July

10 Online Tools for Successful Remote Working

toolbox_small
I started working from home/working from anywhere almost three years ago in 2006, thanks in large part to advances in web and communications technology. Today I manage my entire business from my laptop and a cell phone, with full backup and security. In this post I’ll show you how you can manage your operation from anywhere in the world, even without a laptop or a cell phone. While a laptop and cell phone are great bonuses, all you really need is an internet connection and these 10 great online tools. It also helps to have a basic understanding of online banking & payment services, and access to Skype or a similar VOIP telephone service. Imagine being free to roam the globe and making a good living while you do it. These days you really can. So let’s get busy.

1. Extend Your Brain With Evernote
 
Evernote is an amazing tool that lets you store and retrieve text, images and video on the web, your desktop and your phone. Everything is completely synchronized, searchable, and retrievable on any device that is most convenient to you. I originally learned about it in 2008 from Tim Ferriss’ blog, but didn’t start actively using it until last month. All I can tell you is I wish I had started sooner. It is truly an extension of my brain. Everything, and I mean everything that has any value to my personal productivity and creativity goes into Evernote. For example, I wrote the drafts for this blog post in Evernote while vacationing on Cape Cod. I also did all my research using its note taking and web-clipping features. What I love the most is I can capture ideas on the go on my iPhone and then expand on them later using the desktop client or web interface. The best news is that it is free for up to 40MB per month. Premium accounts are only $5/month and feature cross-device synchronization and improved security. www.evernote.com  

2. Work Anywhere And Collaborate With Google Docs
 

Google Docs is a free, Web-based word processor, spreadsheet, presentation, and form application offered by Google. It allows you to create and edit documents online while collaborating in real-time with other users. This application alone is what can truly free you from the need for a laptop or workstation. By creating and storing all your documents in the Google cloud they remain accessible to you from anywhere you have an internet connection. You’ll need a Google account to use the service. docs.google.com 

 
3. Stay On Top Of Invoices Using Freshbooks

Sending bills sure beats paying them. Freshbooks is an online invoicing service made for freelancers, small businesses, agencies, and other busy professionals. Besides invoices, you can track time, expenses, recurring billing, online payment collection, generate support tickets and even snail-mail invoices to clients through the U.S. Postal Service. The software’s time tracking feature allows you to generate time sheets on a daily, weekly, or monthly basis. Time tracking is also available as an iPhone app that synchronizes with your account, making it very convenient to keep track of what you’re doing when. With your permission, clients can log in securely to download PDFs of invoices or view hours worked. You can try it out for free with up to three clients, and then after that the service costs from $14/month up. Freshbooks is loaded with so much feature goodness that it probably deserves its own post, which I will provide at a later date. www.freshbooks.com 

4. Understand Your Bottom Line With Outright

Freshbooks works even better with Outright, a free online bookkeeping solution. Outright was created to ease the pain of tracking income and expenses and make it easier for entrepreneurs and small businesses to file their taxes on time. Outright integrates beautifully with Freshbooks, and the reason I use it is its pure simplicity and fantastic graphic reports. When I’m using Outright I’m focused solely on tracking my bottom line. I can tell at a glance where I’m profitable and where I need to make adjustments, and what my tax liability is at any given point in time. Plus CEO Ben Curren and his team provide excellent customer service, and more and more useful enhancements are on the way. www.outright.com 

5. Organize And Collaborate On Projects With Basecamp

Basecamp is the gold-standard in web-based project management. Released in 2004 by 37Signals, Basecamp is used by major corporations and ad agencies and allows users to securely share and store files, meet deadlines, assign tasks, centralize feedback and more from a simple, intuitive interface. Basecamp approaches project management from a communications point of view instead of charts and graphs that only a project manager can understand. I love that I don’t have to keep every single project detail in my head or use complex software that no one else understands, and my clients are amazed that everything runs smoothly (at least most of the time). Take a test drive for free with up to 3 projects, and then the monthly cost starts at $24. www.basecamphq.com 

6. Get Basic Online CRM For Free With Highrise

If you’re like me, for every client you land you’ve got 10 or more prospects sitting in the pipeline. How do you remember all those conversations? How do you recall what to do next? Highrise is an online CRM tool brought to you by the makers of Basecamp. Using a very simple and intuitive interface, Highrise lets you track your contacts, leads and deals online. You can keep track of who you talked to, when you talked to them, and keep tabs on where things are in the sales cycle. The tasks feature alone is worth signing up for the free trial. Highrise will email you when you need to make your next contact and give you the information you need to intelligently take the next step. www.highrisehq.com 

7. Keep Everything In One Place On Box.net

Box.net is a subscription-based online storage system that keeps all of your data safe and secure up in the cloud. It allows users to securely store, access and share files remotely. Services include online storage, file hosting, and file sharing. The Professional plan gives you 15 GB of space, a 1GB file size limit, and faster uploads. I currently use the Individual plan, which gives me 5GB storage, a 1GB file size limit and eliminates the need for a USB key. It’s a great place to store research materials and backup files. The Business plan (for more than 2 users) provides 5GB of space per user, a 1GB file size limit and access to an administrative panel allowing complete control of regular accounts as well as personalized branding options. www.box.net 

8. Say Goodbye To Conference Rooms Forever With GoToMeeting

Got clients that insist on yet another meeting? Cut the conference room cord and offer them a web conferencing solution from GoToMeeting. Created and marketed by Citrix Online, GoToMeeting is a remote meeting and desktop sharing application which lets you meet and collaborate virtually from anywhere. Share computer screens, present demos or even powerpoint presentations (are you really gonna make them sit through a powerpoint presentation?). GoToMeeting comes in two flavors – Personal and Corporate – you’ll most likely be interested in the Personal version. Version 4, released in 2008, maintains these editions, providing Macintosh support for meeting hosts and VoIP integration. You’ll need to install a plugin from the GoToMeeting website to use the service. Monthly plans are available starting at $49 for up to 15 users with a 20% discount for an annual subscription. www.gotomeeting.com

9. Access Your Homebase With PC Now

Chances are good that even if you are working from a remote beach in Micronesia you’ve got a desktop or laptop machine at home that serves as your main business hub. WebEx PC Now allows you to access your main computer from anywhere with an internet connection. Similar to GoToMyPC, PCNow works on a Mac and is less expensive than GoToMyPC. Prepaid annual plans start at $10.35/month. pcnow.webex.com  

10. Send And Receive Faxes With Send2Fax

Even with all this digital wizardry, some people still insist on sending and receiving faxes. You’ll be ready for them with Send2Fax. Send2Fax enables anyone with an Internet-connected PC and an email account to send and receive fax documents. Simply scan your paper document and/or upload a file and with an easy to use web interface. Because it’s a virtual, online fax machine, no additional software is required. You can receive your inbound faxes as PDF or a TIFF file attachment (based upon your preference). When you sign up for Send2Fax you receive your own personal inbound fax number or you can get a toll-free number at no extra charge. Sending and receiving faxes costs about $1.25 per page and requires a $20.00 up front deposit that you can provide with a credit card. www.send2fax.com
 
Set Yourself Free
 
These 10 incredibly simple and useful online tools can set you free to roam the globe while you conquer the business world for little or no cost. Give them a try and let me know what you think. Mobility is the key to breaking free from your desk, and the web makes it all possible.