Among enterprise-scale organizations, from healthcare to government to higher education, we’ve seen many content owners longing for a faster, easier way to manage content-rich websites. While consumer-level content platforms like Squarespace or Wix make it easy to assemble web pages in minutes, most enterprise-level platforms prioritize content governance, stability, and security over ease of use.

Which is a nice way of saying, sometimes building a new page is as much fun as getting a root canal.

That’s why we’re excited about Site Studio, a robust page-building tool from our partners at Acquia. Site Studio makes content editing on Drupal websites faster and more cost-effective, while making it easy for non-technical users to create beautiful, brand-compliant content.

In this article, we’ll explain what Site Studio is, why you might want it for your next Drupal project, and a few cautions to consider.

What is Site Studio?

Formerly known as Cohesion, Site Studio is a low-code visual site builder for Drupal that makes it easy to create rich, component-based pages without writing code in PHP, HTML, or CSS. Essentially, it’s a more feature-rich alternative to Drupal’s native design tool, Layout Builder.

How does Site Studio work? Site developers lay the groundwork by building a component library and reusable templates with brand-approved design elements, such as hero banners, article cards, photo grids, buttons, layouts, and more. They can either create custom components or customize existing components from a built-in UI kit.

Content editors, marketers, and other non-technical folks can then create content directly in the front end of the website, using a drag-and-drop visual page builder with a full WYSIWYG interface and real-time previews.

Who is Site Studio For?

In our experience, the businesses that benefit most from a powerful tool like Site Studio tend to be enterprise-level organizations with content-rich websites — especially those that own multiple sites, like colleges and universities.

Within those organizations, there are a number of roles that can leverage this tool:

Content owners

With Site Studio, marketers and content editors can browse to any web page they want to update, and edit both the content and settings directly on the page. Rewriting a header, swapping an image with a text box, or rearranging a layout can be done in just seconds.

Site builders

Using Drupal’s site configuration interfaces and Site Studio’s theming tools, site builders can easily create Drupal websites end-to-end, establishing everything from the information architecture to the content editing experience.

Brand managers

Managers can define site wide elements, like headers and footers or page templates, to ensure that an organization’s branding and design preferences are carried out. They can also create sub-brand versions of websites that have unique styles alongside consistent brand elements.

IT and web teams

By putting content creation and updates in the hands of content authors, Site Studio frees up developers to work on more critical projects. In addition, new developers don’t need to have expert-level Drupal theming experience, because Site Studio takes care of the heavy lifting.

What Can You Do With Site Studio?

Site Studio makes it easy to create and manage web content with impressive flexibility, giving content owners greater control over their websites without risking quality or functionality. Here’s how.

Go to market faster.

Site Studio’s low-code nature and library of reusable components (the building blocks of a website) speeds up both site development and content creation. Creators can quickly assemble content-rich pages, while developers can easily synchronize brand styles, components, and templates.

Site Studio provides a UI Kit with around 50 predefined components, like Text, Image, Slider, Accordion, etc… Developers can also build custom components. Change any component in the library, and all instances of that component will update automatically. You can also save layout compositions as reusable ”helpers” to streamline page creation.

Build beautiful pages easily.

While we love the power and versatility of Drupal, its page building function has never been as user-friendly as, say, WordPress. Site Studio’s Visual Page Builder brings the ease of consumer-level platforms to the enterprise website world.

This intuitive, drag-and-drop interface lets users add or rewrite text, update layouts, and change fonts, styles, colors, or images without any technical help. And, it’s easy to create new pages using components or page templates from the asset library.

Ensure brand consistency.

With Site Studio, you can define standards for visual styles and UI elements at the component level. This provides guardrails for both front-end developers and content creators, who draw on the component library to build new pages. In addition, Site Studio’s import and sync capabilities make it easy to enforce brand consistency across multiple sites.

Get the best out of Drupal.

Because Site Studio is designed exclusively for Drupal, it supports many of Drupal’s core features. With Site Studio’s component library, for instance, you can create templates for core content types in Drupal. Site Studio also supports a number of contributed content modules (created by Drupal’s open-source community), so developers can add additional features that are compatible with Site Studio’s interface.

What Are Some Limitations of Using Site Studio?

There’s no doubt Site Studio makes life easier for everyone from marketers to web teams. But there are a few things to consider, in terms of resource costs and potential risks.

Start from the ground up.

To ensure the best experience, Site Studio should be involved in almost all areas of your website. Unlike other contributed modules, it’s not a simple add-on — plan on it being the core of your Drupal site’s architecture.

This will let you make decisions based on how Site Studio prefers a feature to be implemented, rather than bending Drupal to fit your needs (as is often the case). Staying within Site Studio’s guardrails will make development easier and faster.

Be careful with custom components.

With its recent Custom Components feature, Site Studio does let developers create components using their preferred code instead of its low-code tools. So, you can create a level of custom functionality, but you must work within Site Studio’s architecture (and add development time and cost).

If you decide instead that for a given content type, you’re going to sidestep Site Studio and build something custom, you’ll lose access to all its components and templates — not to mention having to manage content in different systems, and pay for the custom development.

Rolling back changes is tough.

A standard Drupal site has two underlying building blocks: database and code. Drupal uses the code (written by developers) to carry out functions with the database.

When a developer changes, say, the HTML code for a blog title, the change happens in the code, not the database. If that change happened to break the page style, you could roll back the change by reverting to the previous code. In addition, most developers test changes first in a sandbox-type environment before deploying them to the live website.

By contrast, with Site Studio, most changes happen exclusively in the database and are deployed via configuration. This presents a few areas of caution:

• Users with the correct permissions can override configuration on a live site, which could impact site functionality.
• Database changes can have far-reaching impacts. If you have to roll back the database to fix a problem, you’ll lose any content changes that were made since the last backup.

That’s why Site Studio requires meticulous QA and careful user permissioning to prevent inadvertent changes that affect site functionality.

One Last Thing: You Still Need Developers

While it’s true that just about anyone in your organization can create pages with Site Studio’s intuitive interface, there are still aspects of building and maintaining a Drupal website that require a developer. Those steps include:

• Setup and implementation of Site Studio,
• Building reusable components and templates, and
• Back-end maintenance (like updates, compliance, and security).

However, once the components have been built, it’s easy for non-technical content owners to create beautiful pages. In the end, you’ll be able to launch websites and pages faster — with the creativity and consistent identity your brand deserves.

Interested in learning whether Site Studio is a good fit for your Drupal website? Contact us for more info.

Not a lot of people get excited about creating an annual report. Yay! Let’s dive into last year’s operational metrics! If you and your colleagues fall into that camp, this statement should help stoke a little enthusiasm:

A compelling annual report can make the difference in reaching your goals for the coming year — and maybe even exceeding them.

Your annual report (also known as an “impact report” at many nonprofits) can be pivotal in earning the trust and support of key stakeholders. Read on to learn how a strong story, good design, and the right format can transform your company data into an invaluable outreach tool.

Why the Quality of Your Annual Report Matters

A good annual report communicates more than just financial performance and forecasts. It provides stakeholders with a deeper understanding of what you do, why you do it, and how well you do it — and gives them a reason to trust, invest in, and/or work with your brand.

This is crucial for nonprofits that rely heavily on fundraising or volunteers, or for-profit companies that need to attract and retain investors and employees. In the health and wellness sector, it’s a key opportunity for organizations to show how they’ve followed through on their commitments to contribute to the health and wellness of communities.

With an engaging design and thoughtful content, an annual report can be a powerful tool for fundraising, marketing, and recruiting. Done well, it’s also a good way to strengthen your brand reputation.

By contrast, a poorly done annual report can downplay your strengths and successes. It can also diminish your brand image, particularly if your website and other channels are more thoughtfully designed. In that case, the annual report may feel like an afterthought to readers who rely on its information.

How Your Annual Report Can Engage Key Audiences

While current and potential donors or investors tend to be the primary audiences for annual reports, there are a number of other stakeholders to take into account. Employees, customers, alumni, partners, and community leaders are all part of the ecosystem that benefits from, and drives value for, your organization.

Creating a multi-faceted report with content that speaks to different audiences can help you earn the trust and support of a range of key stakeholders. Here’s how.

Strengthen your investor or donor base

With an easy-to-digest record of accomplishments and impact, your annual report can help convince current and potential donors, sponsors, or investors that your organization is a solid investment. It’s also a great way to recognize those who helped you achieve your goals over the year or to reconnect with disengaged supporters.

Motivate your employees or volunteers

An engaging report can congratulate your team on their wins and highlight the innovation, commitment, and cooperation that underpin your success. By showing people how their work affects everything from stock value to community impact, you’ll reinforce why the work they do every day makes a difference and how they fit into the bigger picture.

Capture more customers or clients

Whether they’re buying your products or receiving the benefits of your services, most people want to do business with brands that genuinely care about them. Your annual report can include stories and visuals that showcase your mission and core values, as well as highlighting initiatives that put customers or clients first.

Enhance vendor or partner relationships

External partners want to know what they can expect from you and what’s expected of them — and just about everyone wants to feel appreciated. Your annual report can leverage data to show your financial strength and longevity while highlighting the level of quality and commitment you expect from vendors and partners. It can also spotlight those who went above and beyond, reinforcing those relationships.

6 Best Practices for an Engaging Annual Report

It’s not easy to distill an entire year’s worth of data into a single report that’s digestible, engaging, and convincing. The best annual reports tend to combine clear and purposeful storytelling with a little creativity.

Choose a unifying theme

One of the best ways to craft a cohesive narrative for your annual report is to choose an overarching theme and create relevant content around it. Centralizing your accomplishments around a main message will keep the report focused and better support your core objectives.

Some organizations anchor their reports by opening with their mission statements. Others use marketing-driven catchphrases like “Poised for the 21st Century.” We love the 2021 annual report from AIDS Foundation Chicago — it’s built around the theme “A Better Normal,” opens with a leaders’ letter, and includes a list of strategic priorities linked to different report sections.

Use visual elements to express impact

It’s easy for a message to get lost if it’s not presented in the right way. Design matters! Use things like photos, infographics, and other visual elements to bring your goals and successes to life. This will also help keep readers engaged with your content. In a nutshell: aim for more visuals and fewer words.

The Blue Cross Blue Shield of Rhode Island 2021 Annual Report does a great job of using impactful imagery and colorful visuals to illustrate their mission and key accomplishments.

Make it interactive

At the end of the day, you want people to read what you’ve put together. One of the best ways to keep readers engaged is to create an immersive experience with interactive features. Let your audience click through slides, watch videos, or expand graphics for more information.

TOMS’s 2022 Impact Report combines videos and dynamic visuals with lots of clickable content to cover a ton of info without making readers wade through long blocks of text.

Create a web page, not a PDF

While PDFs are easy to share online or in print, they can be clunky to interact with, they’re hard to read on mobile, and they’re notoriously inaccessible.

Here are some important advantages to building a web page instead:

• Web pages can be optimized for different digital devices
• You can use SEO techniques to help increase exposure
• They can easily meet diverse accessibility needs

Plus, since they’re native to web browsers, web pages make it easier for readers to navigate to additional resources or take action. And, well, PDFs just aren’t as much fun to scroll through as the 2020 Mailchimp Annual Report.

Employ data visualization

Numbers alone are easy to skim right over. Visual representations of data, however, get readers to think about the content in a more constructive way, like identifying trends or significant changes. Visualizations also help transform complex data into easy-to-understand information that’s more enjoyable to read.

Start Network’s 2019 Annual Report shows how to use color, graphics, and animation to bring life to your data.

Connect the data to real people

This is especially important for nonprofits and for-profit social enterprises, where it’s crucial to convey the impact of your work. You can humanize facts and data — and make an emotional connection with readers — by including stories and images showing how your product or service impacted the lives of real people.

For a wonderful example of how to incorporate real stories, check out Fairtrade Foundation’s 2019 Annual Report.

Why It’s All Worth It

Think about all the marketing and outreach methods your team uses to attract support for your organization. Of all those methods, the annual report provides a unique chance to showcase the full breadth of your value and impact. To unabashedly brag about yourselves, if you will.

For health and wellness organizations in particular, an annual report is a great opportunity to share community impact over the past year and highlight important investments or initiatives that impact the health and lives of the individuals they serve.

Is it a significant investment? It can be. But if you invest in making your annual report as engaging and compelling as possible, it can pay for itself by helping to fulfill your fundraising or recruitment goals — and spotlighting the crucial role your organization plays in the world at large.

Need help crafting your next annual report? Reach out to us today.

THE APPROACH

THE RESULTS

Just seven weeks after project kickoff, the Catch Carbon site debuted to the public. Its launch marked a major step forward for the voluntary carbon credit market, democratizing access for consumers and setting new standards for project transparency and quality. As a member of 1% for the Planet, Oomph is personally invested in sustaining our world for generations to come – making our work with Rare especially meaningful.

In addition to bringing Rare’s bold new idea to the public quickly, we equipped the organization with a set of KPIs to measure the effectiveness of specific design choices. By understanding factors like site traffic patterns and drop-off rates, Rare can test and iterate with precision.

Climate change is an insurmountable challenge to solve alone, but together, our efforts can make a difference. The Catch Carbon marketplace brings everyday people closer to carbon reduction solutions than ever before, spurring the behavioral change that’s at the heart of Rare’s mission.

The circular economy aims to help the environment by reducing waste, mainly by keeping goods and services in circulation for as long as possible. Unlike the traditional linear economy, in which things are produced, consumed, and then discarded, a circular economy ensures that resources are shared, repaired, reused, and recycled, over and over.

What does this have to do with your digital platform? In a nutshell: everything.

From tackling climate change to creating more resilient markets, the circular economy is a systems-level solution for global environmental and economic issues. By building digital platforms for the circular economy, your business will be better prepared for whatever the future brings.

The Circular Economy isn’t Coming. It’s Here.

With environmental challenges growing day by day, businesses all over the world are going circular. Here are a few examples:

• Target plans for 100% of its branded products to last longer, be easier to repair or recycle, and be made from materials that are regenerative, recyclable, or sustainably sourced.
• Trove’s ecommerce platform lets companies buy back and resell their own products. This extends each products’ use cycle, lowering the environmental and social cost per item.
• Renault is increasing the life of its vehicle parts by restoring old engine parts. This limits waste, prolongs the life of older cars, and reduces emissions from manufacturing.

One area where nearly every business could adopt a circular model is the creation and use of digital platforms. The process of building websites and apps, along with their use over time, consumes precious resources (both people and energy). That’s why Oomph joined 1% For the Planet earlier this year. Our membership reflects our commitment to do more collective good — and to hold ourselves accountable for our collective impact on the environment.

But, we’re not just donating profits to environmental causes. We’re helping companies build sustainable digital platforms for the circular economy.

Curious about your platform’s environmental impact? Enter your URL into this tool to get an estimate of your digital platform’s carbon footprint.

Changing Your Platform From Linear to Circular

If protecting the environment and promoting sustainability is a priority for your business, it’s time to change the way you build and operate your websites and apps. Here’s what switching to a platform for the circular economy could look like.

From a linear mindset…

When building new sites or apps, many companies fail to focus on longevity or performance. Within just a few years, their platforms become obsolete, either as a result of business changes or a desire to keep up with rapidly evolving technologies.

So, every few years, they have to start all over again — with all the associated resource costs of building a new platform and migrating content from the old one.

Platforms that aren’t built with performance in mind tend to waste a ton of energy (and money) in their daily operation. As these platforms grow in complexity and slow down in performance, one unfortunate solution is to just increase computing power. That means you need new hardware to power the computing cycles, which leads to more e-waste, more mining for metals and more pollution from manufacturing, and more electricity to power the entire supply chain.

Enter the circular economy.

…to a circular approach.

Building a platform for the circular economy is about reducing harmful impacts and wasteful resource use, and increasing the longevity of systems and components. There are three main areas you can address:

1. Design out waste and pollution from the start.

At Oomph, we begin every project with a thorough and thoughtful discovery process that gets to the heart of what we’re building, and why. By identifying what your business truly needs in a platform — today and potentially tomorrow — you’ll minimize the need to rebuild again later.

It’s also crucial to build efficiencies into your backend code. Clean, efficient code makes things load faster and run more quickly, with fewer energy cycles required per output.

Look for existing frameworks, tools, and third-party services that provide the functions you need and will continue to stay in service for years or decades to come. And, instead of building a monolith platform that has to be upgraded every few years or requires massive computing power, consider switching to a more nimble and efficient microservices architecture.

2. Keep products and services in use.

Regular maintenance and timely patching is key to prolonging the life of your platform. So is proactively looking for performance issues. Be sure to regularly test and assess your platform’s speed and efficiency, so you can address problems early on.

While we’re advocating for using products and services for as long as possible, if your platform is built on microservices, don’t be afraid to replace an existing service with a new one. Just make sure the new service provides a benefit that outweighs the resource costs of implementing it.

3. Aim to regenerate natural systems.

The term “regenerate” describes a process that mimics the cycles of nature by restoring or renewing sources of energy and materials. It might seem like the natural world is far removed from your in-house tech, but there are a number of ways that your IT choices impact the environment.

For starters, you can factor sustainability into your decisions around vendors and equipment. Look for digital hosting companies and data centers that are green or LEED-certified. Power your hardware with renewable energy sources. Ultimately, the goal is to consider not just how to reduce your platform’s impact on the environment, but how you can create a net-positive effect by doing better with less.

Get Ready for the Future

We’ve long seen that the ways in which businesses and societies use resources can transform local and global communities. And we know that environmental quality is inextricably linked to human wellbeing and prosperity. The circular economy, then, provides a way to improve our future readiness.

Companies that invest in sustainability generally experience better resilience, improved operational performance, and longer-lasting growth. They’re also better suited to meet the new business landscape, as governments incentivize sustainable activities, customers prefer sustainable products, and employees demand sustainable leadership.

Interested in exploring how you can join the new circular economy with your digital platforms? We’d love to help you explore your options, just contact us.

In our previous post we broadly discussed the mindset of composable business. While “composable” can be a long term company-wide strategy for the future, companies shouldn’t overlook smaller-scale opportunities that exist at every level to introduce more flexibility, longevity, and reduce costs of technology investments.

For maximum ROI, think big, then start small

Many organizations are daunted by the concept of shifting a legacy application or monolith to a microservices architecture. This is exacerbated when an application is nearing end of life.

Don’t discount the fact that a move to a microservices architecture can be done progressively over time, unlike the replatform of a monolith which is a huge investment in both time and money that may not be realized for years until the new application is ready to deploy.

A progressive approach allows organizations to:

• Move faster and allow for adjustments as needed
• Begin realizing returns on investments faster
• Reduce risk by making smaller investments and deployments
• Ease budgeting process by funding an overhaul in stages
• Improve quality by minimizing the scope of tests
• Save money on initial investment and maintenance where services are centralized
• Benefit from longevity of a component-based system

Prioritizing the approach by aligning technical architecture with business objectives

As with any application development initiative, aligning business objectives with technology decisions is essential. Unlike replatforming a monolith, however, prioritizing and planning the order of development and deployments is crucial to the success of the initiative.

Start with clearly defining your application with a requirements and feature matrix. Then evaluate each using three lenses to see priorities begin to emerge:

1. With a current state lens, evaluate each item. Is it broken? Is it costly to maintain? Is it leveraged by multiple business units or external applications?
2. Then with a future state lens, evaluate each item. Could it be significantly improved? Could it be leveraged by other business units? Could it be leveraged outside the organization (partners, etc…)? Could it be leveraged in other applications, devices, or locations?
3. Lastly, evaluate the emerging priority items with a cost and effort lense. What is the level of effort to develop the feature as a service? What is the likely duration of the effort?

Key considerations when planning a progressive approach

Planning is critical to any successful application development initiative, and architecting a microservices based architecture is no different. Be sure to consider the following key items as part of your planning exercises:

1. Remember that rearchitecting a monolith feature as a service can open the door to new opportunities and new ways of thinking. It is helpful to ask “If this feature was a stand alone service, we could __”
2. Be careful of designing services that are too big in scope. Work diligently to break down the application into the smallest possible parts, even if it is later determined that some should be grouped together
3. Keep security front of mind. Where a monolith may have allowed for a straightforward security management policy with everything under one roof, a services architecture provides the opportunity for a more customized security policy, and the need to define how separate services are allowed to communicate with each other and the outside world

In summary

A microservices architecture is an approach that can help organizations move faster, be more flexible and agile, and reduce costs on development and maintenance of software applications. By taking a progressive approach when architecting a monolith application, businesses can move quickly, reduce risk, improve quality, and reduce costs.

If you’re interested in introducing composability to your organization, we’d love to help! Contact us today to talk about your options.

Digital customer experience (DCX) is fast becoming a key factor in how consumers choose whom to do business with. Every digital interaction contributes to an overall feeling about your brand — which means digital touchpoints like apps and chatbots can play a big part in what customers think of your company.

What story do you want those interactions to tell? What kind of experiences do you want people to share with others?

This article covers five ways to assess and improve your digital customer experience so you can attract, delight, and retain your target customers.

But First – What IS Digital Customer Experience?

Customer experience, or CX, is the perception that customers form based on all of their interactions, in-person or online, with your brand. If CX is about carefully and consistently meeting your customers’ needs, Digital Customer Experience is the online expression of those efforts.

Digital customer experience is the part of your CX journey that involves digital interactions via your website, mobile app, social media accounts, digital kiosks, etc. Wherever your customers are engaging with your people, products, or services through the internet, it’s a digital experience.

DCX is their perception of those moments.

Brands with a great DCX provide a personalized and consistent online experience throughout the customer journey. Whether someone is considering becoming a client, placing an order, or searching for information, every digital interaction has to be easy and enjoyable.

5 Ways to Improve Your Digital Customer Experience

Technology is a wonderful tool for improving the customer experience, whether mining data for customer insights or leveraging AI for personalization. But technology alone can’t deliver an exceptional digital customer experience. Your DCX strategy must include a human component — one that focuses on customer care through empathy and authenticity. Here’s how to ensure your digital customer experience lives up to your users’ expectations.

Know your target audience

To deliver the kind of digital experience your customers will love, you have to know what they want. Who’s buying your product, and why? When they visit your website or app, what are they hoping to accomplish?

Delighting your customers requires knowing their goals, understanding their pain points, and providing interactions that meet their specific needs. The upshot? 68% of customers will spend more money with a brand that understands and treats them like an individual.

Here are three crucial steps:

1. Use qualitative and quantitative analyses to learn about your audience. The more you understand their preferences and behaviors, the better you can create an experience that meets their needs.
2. Apply a user-centered design process, which relies on deeply understanding your audience to craft usable, accessible digital interfaces.
3. Incorporate personalization techniques to adapt the digital experience for individual users. More than anything else, this will help make the customer journey smooth and enjoyable.

Adopt an omnichannel mindset

Customers expect seamless interactions from brands throughout their journey, whether through digital or non-digital channels. In fact, brands with the strongest omnichannel customer engagement strategies retain an average of 89% of their customers, in comparison to 33% of companies with weak strategies.

Knowing that today’s consumers often jump from channel to channel as they browse, buy, or get in touch, DCX leaders embrace an omnichannel strategy. Note that this is different from a multichannel approach, where customers access multiple channels in separate interactions. An omnichannel approach integrates all digital touchpoints to create a seamless, personalized experience.

Here are a few key ways to create personalized experiences that resonate across all your digital channels:

• Use instantly recognizable brand elements and visual designs
• Make the transition from one channel to another easier
• Save search history and preferences across devices
• Synchronize ads and other promotional content

Get help from experts

Expert assessments can remove the guesswork around optimizing your digital customer experience. A digital CX audit, for instance, will show you what’s working and what could be better, as well as providing actionable insights and a prioritized roadmap.

CX specialists will look beyond the basic digital experience (clunky design, system bugs, etc…) to assess whether your digital channels are effectively serving your customers’ needs. A professional audit can help determine things like:

• Are there critical issues affecting usability and access?
• What elements of the journey most impact users’ experience?
• What are your competitors doing, and how can you differentiate?
• Where are your greatest strengths and growth opportunities?

Make customer feedback easy

Most companies know that customer feedback is crucial for improving the customer experience. But many fall short in providing easy, effective options for people to reach them.

Offering multiple, easy-to-use communication options across your digital channels is one more way to delight your customers. Help people engage with you via the medium of their choice, so they can communicate through the interface they’re most comfortable with.

That could be a chat function or contact form on your website, or the commenting and messaging features on your social profiles. Or, maybe it’s good old-fashioned phone calls and emails. Whatever the avenue, make it easy to find and intuitive to use.

One more thing: when someone does reach out, respond quickly. The faster a problem is resolved, the better the experience.

Plan for the post-launch reality

You might design and launch an amazing new website, app, or service that delights your customers and sends revenue through the roof. But, without a long-term plan to keep it effective and relevant, your digital CX will likely diminish over time.

To maintain the quality of customer experience across all your digital touchpoints, apply a measurement framework based on the principles above:

• Are you meeting users’ current and evolving needs?
• Do you provide a seamless omnichannel experience?
• Are you gathering — and implementing — user feedback?

Remember, too, that new technological trends are going to keep emerging and influencing consumer expectations. Be prepared to evolve what digital CX looks like for your business, especially if it means extending your digital services to new platforms or devices.

Putting the “C” in Digital CX

Technology has made so many things possible for today’s consumers that, ultimately, the power is in their hands. As digital capabilities continue to evolve, people may become increasingly selective about which brands earn their trust and business — and companies will need to make the digital customer experience more beneficial for both sides.

As you can see from the steps above, the key is putting your customers’ needs above all else.

If you’re not sure where to start, you’re not alone! We’ve helped dozens of clients dive into customer research, omnichannel strategies, and strategic planning for digital platforms. Reaching out to a digital CX expert (like Oomph) can help you do things right the first time, saving you time and money and, most importantly, building a foundation to get results.

Excited about crafting an exceptional DCX? So are we. Check out our DCX audit service to learn how we can help set you up for success.

“Inclusive design” may sound like vague, trendy, technical jargon. But inclusive design isn’t a trend — it’s the world catching up on the kind of digital experiences that should have been part of the web from the beginning.

Inclusive design is a crucial part of nearly every digital platform, be it website, app, or intranet.

Inclusive design as a concept and practice is broad and deep — this article barely scratches the surface, but will help you understand the mindset required. We’ll cover what it is, why it matters for your business, and some ways to assess whether your digital platform could be more inclusive.

1. What does “inclusive design” mean?
2. What are the benefits of inclusive design?
3. How are inclusive design and accessibility different?
4. How can you make your platform more inclusive?

What does “inclusive design” mean?

The Inclusive Design Research Center defines inclusive design as “design that considers the full range of human diversity with respect to ability, language, culture, gender, age and other forms of human difference.” Adding to that, Nielsen Norman calls it creating products that “understand and enable people of all backgrounds and abilities,” including economic situation, geography, race, and more.

Essentially, you’re aspiring to create interfaces that reflect how people from all walks of life interact with the world.

Inclusive design allows people to use a digital platform with ease, whatever their needs or point of view. Looking at characteristics like race, abilities, or geography helps us identify key areas where friction can occur between humans and the web.

In the end, it’s about designing for everyone.

What are the benefits of inclusive design?

Inclusive design isn’t just about recognizing and accommodating diversity; it also creates business advantages for organizations that are willing to invest in an inclusive approach. Here are a few key areas where inclusive design can give your digital platform an edge:

Grow your customer base. By understanding the best way to connect with a wider target audience, your team can create digital experiences that attract the most possible users.

Increase user engagement. Engagement goes up when platforms are welcoming and easy to use. Inclusive web design removes barriers and creates motivation for people to engage with your brand.

Spark innovation. Inclusive solutions have a history of spawning innovation that goes beyond the initial intended audience (think closed-captioning-turned-subtitles on Netflix). Sometimes, when you aim to solve a specific usability issue, you end up creating an entirely new market solution.

Motivate your team. The way a digital platform is designed affects all audiences, even employees. Designing with inclusivity in mind can also have a positive influence on your own team. Engaging employees in your efforts to build an inclusive digital platform can help create a sense of shared purpose — one many people are likely to rally around.

How are inclusive design and accessibility different?

You may have heard these terms used in similar contexts. While they overlap in meaning, they’re not the same thing.

By definition, accessibility focuses on accommodating people with varying physical and mental abilities. Accessible websites are measured by their conformance with Web Content Accessibility Guidelines, which pertain to things like auditory, cognitive, physical, and visual disabilities. Accessibility tests typically cover code-level issues that can be fixed in the source code of a site.

Inclusive design is about accommodating the entire spectrum of human diversity. It involves a variety of viewpoints, including those of people with disabilities. Inclusive solutions can involve anything from back-end coding to the way headlines are worded.

In a nutshell: An accessible site is one of the outcomes of an inclusive design, whereas inclusive design is the overall approach to creating accessibility.

Consider these examples:

• You’re filling out a form, and because you have a visual impairment, you’re using the keyboard to move through it. When you get to the end, you discover the form can’t be submitted because you left a few areas blank — even though you filled out every question asked. Turns out the keyboard had skipped past a few required fields. What a pain!
• While filling out a form, you’re asked to select your ethnicity from a list. As you read the options, you discover that yours is not listed, or that you identify with more than one. You feel like the “other,” compared to everyone else, leaving you frustrated about the task and… maybe even about the company too.

While both issues are addressed by inclusive design, the first issue relates to ability and can be fixed within the code, while the second relates to diversity and will take additional measures to address.

How Can You Make Your Platform More Inclusive?

The ethnicity example raises some interesting questions, such as:

• How do you know which ethnicities to add?
• How many do you need to account for?
• Should you just change the way the question is worded?
• Do you need to ask the question at all?

Mainly, this raises a bigger question: how do you maintain an inclusive site when there are so many important and broad variables (ability, language, culture, gender, age, etc.) — especially when that list of variables continues to grow and change?

The best way to get started is to arm yourself with knowledge and create a plan.

1. Identify the problems to solve.

Start by identifying opportunities for improvement in your current user experience (UX) by collecting quantitative and qualitative research with tools like UX audits, user interviews, user recordings, and heatmaps. Keep an eye out for areas where users seem confused, backpedal, or struggle to complete tasks. The more information you gather, the better!

2. Determine the best solutions.

Your user research will likely uncover many possible paths to change. This may include adding more categories to a list, creating an “Other” field users can type any answer into, or adding options to gather additional information.

Note: It’s common for areas that need improvement to hit on sensitive topics, things you may not fully figure out through data and research. Remember that the goal is understanding. Don’t be afraid to reach out to others for their thoughts and opinions.

3. Measure the results.

Some measures of success are easy to determine from user data in Google Analytics or changes in heatmaps and user recordings. Further data can come from users via surveys asking how your audience feels about the changes. The key is to stay continuously informed and aware of what your users are experiencing.

Note: One helpful tool for checking whether your design is, in fact, inclusive is Cards for Humanity. It offers a fun way to make sure you’re not missing anyone or anything in the spectrum of inclusivity.

Remember that the process of creating an inclusive design doesn’t end with implementation. Inclusive design is a work in progress. As a field, inclusive design is always evolving and requires continuous research to develop best practices.

We can’t predict what kind of mismatched interactions users will face in the years to come. But, with an open mind and a desire to learn and grow, we can continually adapt to meet them.

We’ve only scratched the surface of inclusive design! If you have any questions about inclusive design, we’d love to chat. Contact us anytime.

Google Analytics 4, or GA4, is Google’s fourth iteration of its website analytics platform. This is no ordinary upgrade! Leveraging the power of big data and machine learning, GA4 offers entirely new ways to collect and analyze user activity data across websites and apps.

While GA4 provides access to robust new tools and features for data-driven decision making, it also sheds many of the metrics and reports we’re used to in Google Analytics 3 (a.k.a. Universal Analytics, or UA).

Google will be sunsetting UA properties in July 2023. Here’s what you need to know about GA4’s capabilities — and why you should start the transition sooner rather than later.

Not sure which platform you currently have (UA vs. GA4)? 

Take a look at this cheat sheet.

Key Benefits of Google Analytics 4

We’re living in a more privacy-centric world, and GA4 is Google’s answer to stricter data laws and browser regulations. GA4 is designed to function without third-party cookies, using machine learning and statistical modeling instead to collect data.

This change comes with a range of benefits, from more actionable user insights to enhanced reporting capabilities.

Broader Insights

Unlike UA, GA4 has the ability to track users across devices and platforms, combining all the data into a single property with a unified set of metrics and dimensions. This gives you a more complete picture of how users interact with your brand, whether they’re on your website, your mobile app, or both.

Another major advantage is that you can more effectively track conversions — particularly for users that might visit on their mobile, come back on desktop, and then download/purchase/register through your app. Because GA4 attributes actions to users across devices and platforms, you can see the entire journey a user takes from start to finish.

Predictive Metrics

Using machine learning, GA4 offers powerful new metrics to predict user actions and includes new data buckets like Acquisition, Engagement, Monetization, and Retention. These predictive metrics can help you better understand your audience and make more informed decisions, so you can do things like tailoring your website experience for different users or creating targeted marketing campaigns.

Customized Reporting

UA offers a set of standard reports with some customization options. By contrast, GA4 enables and encourages users to create custom reports with only the data they need.

With greater freedom to create reports, you can declutter your dashboard and make decisions more quickly by drilling down to the data that’s most important to you. You can even create a separate “Audiences” report with custom user definitions, further tailoring the data to support your business needs.

Key Features of Google Analytics 4

With comprehensive user tracking, predictive metrics, customizable reports, and more, GA4 promises to be much more powerful than any previous version of Google Analytics. Here are the core capabilities driving all of those benefits.

Event-Based Tracking

One of the biggest changes in GA4 is how user data is collected. In UA, data is collected via tags placed on each page of a website. Users are tracked via sessions, or set periods that begin and end when a user enters and exits a site.

Instead of relying on pageviews and sessions, GA4 tracks user interactions, known as “events,” as users complete them. This focus on individual user interactions provides a more complete picture of each user’s journey across your website or app.

This event-based model also makes it possible to track interactions that don’t happen on web pages but can be influenced by digital marketing, such as in-store visits or in-app purchases. And, it allows Google to more accurately deduplicate users.

Cross-Platform Data Consolidation

In UA, “properties” are where Analytics data is collected for individual websites and apps. You can then use views to see and report on the data in various ways.

GA4 uses individual data streams to combine data from different platforms into a single property. You can add multiple data streams into a property and create different views based on certain criteria.

For example, you could create a stream for all web traffic, a stream for all app traffic, or a stream for traffic from both that covers a given geographic area. By placing the same tracking code across different digital platforms, you can consolidate data to track users who move between the streams.

Advanced Analytics

Maybe the most exciting feature for data geeks like us, GA4’s Explorations Hub offers a suite of advanced data and analytical techniques that go well beyond standard reports. The Explore section lets you create custom analyses to uncover deeper insights about your website and app performance, with filters and segments so you can drill down even further.

GA4 also integrates with BigQuery, Google’s cloud-based data warehouse, where you can run complex analyses of very large datasets. Bonus: BigQuery offers near-unlimited data storage.

Machine Learning

In an increasingly cookie-less world, Google is attempting to balance privacy limitations with usable insights. Using machine learning, GA4 fills in data gaps and provides predictive insights about user behavior and trends.

Machine learning combines artificial intelligence (AI) and computer science to fill in gaps and make predictions. It essentially looks for patterns of activity that can be fed into an algorithm to understand and predict how users behave online.

As an example, GA4’s AI-powered insights can help identify user actions that are most likely to lead to conversions. Using metrics like purchase probability, churn probability, and revenue prediction, you can customize marketing campaigns or target specific audiences to achieve your conversion goals.

Why You Should Switch to GA4 ASAP

You’ll be able to collect and use platform data in your existing UA property until July 1, 2023. After that, you’ll be able to access historical data for only six months. That’s why we strongly recommend you implement GA4 as soon as possible.

Transitioning now will allow you to:

Feed The Machine

Many of GA4’s core features rely on machine learning, and in order for machine learning to be effective, the algorithm needs time to learn. The sooner you set up and start collecting data in GA4, the more time your models will have to analyze and learn, shaping the insights you’ll need down the road.

Train Your People

Those using GA4 will need time to learn the new terminology, user interface, and capabilities. Switching early gives your team time to get used to the new platform and work out new processes and reporting while you still have UA to fall back on.

Get Year-Over-Year Data

GA4 is forward-facing only, which means your new GA4 property will only collect data from the time of creation; it won’t import past data from UA. Once UA sunsets next year, you’ll be relying solely on GA4 for year-over-year data.

Why does that matter? Here at Oomph, when we launch client projects, we use Google Analytics data to analyze digital platform performance so we can develop the best possible user experience. By examining user flows, page visits, common search terms, engagement metrics, and more, we can very quickly get a picture of where a platform has strengths and weak points. And we need your historical data to do it.

Ready to switch to Google Analytics 4? It’s a relatively simple process. Just follow the steps Google provides, whether you want to switch from UA to GA4 or set up a GA4 property alongside an existing UA property.

If you’re not feeling confident about handling the transition alone, we’d love to help. Get in touch with us today.

Many organizations today, large and small, have a digital asset problem. Companies are amassing huge libraries of images, videos, audio recordings, documents, and other files — while relying on shared folders and email to move them around the organization. As asset libraries explode, digital asset management (DAM) is crucial for keeping things accessible and up to date, so teams can spend more time getting work done and less time hunting for files.

First Things First: DAM isn’t Dropbox

Some folks still equate DAM with basic digital storage solutions, like Dropbox or Google Drive. While those are great for simple sharing needs, they’re essentially just file cabinets in the cloud.

DAM technology is purpose-built to optimize the way you store, maintain, and distribute digital assets. A DAM platform not only streamlines day-to-day content work; it also systematizes the processes and guidelines that govern content quality and use.

Today’s DAMs have sophisticated functionality that offers a host of benefits, including:

• Providing efficient access for internal and external teams
• Streamlining workflows for sharing drafts and getting approvals
• Serving images in multiple sizes and formats, reducing duplication
• Enabling AI-powered categorization, tagging, and license tracking
• Preventing versioning and legal issues around asset use

Is it time for your business to invest in a DAM? Let’s see if you recognize the pain points below:

The 5 Signs You Need a DAM

There are some things you can’t afford not to invest in if they significantly impact your team’s creativity and productivity and your business’s bottom line. Here are some of the most common signs it’s time to invest in a DAM:

It takes more than a few seconds to find what you need.

As your digital asset library grows, it’s harder to keep sifting through it all to find things — especially if you’re deciphering other people’s folder systems. If you don’t know the exact name of an asset or the folder it’s in, you’re often looking for a needle in a haystack.

Using a DAM, you can tag assets with identifying attributes (titles, keywords, etc.) and then quickly search the entire database for the ones that meet your criteria. DAMs also offer AI- and machine-learning–based tagging, which automatically adds tags based on the content of an image or document. Voila! A searchable database with less manual labor.

You have multiple versions of documents — in multiple places.

Many of our clients, including universities, healthcare systems, libraries, and nonprofits, have large collections of policy documents. These files often live on public websites, intranets, and elsewhere, with the intent that staff can pull them up as needed.

Problem is, if there’s a policy change, you need to be sure that anywhere a document is accessed, it’s the most current version. And you can’t just delete old files on a website, because any previous links to them will go up in smoke.

DAMs are excellent at managing document updates and variations, making it easy to find and replace old versions. They can also perform in-place file swaps without breaking the connections to the pieces of content that refer to a particular file.

You’re still managing assets by email.

With multiple team members or departments relying on the same pool of digital assets for a variety of use cases, some poor souls will spend hours every day answering email requests, managing edits, and transferring files. The more assets and channels you’re dealing with, the more unwieldy this gets.

DAMs facilitate collaboration by providing a single, centralized platform where team members can assign tasks, track changes, and configure permissions and approval processes. As a result, content creators know they’re using the most up-to-date, fully approved assets.

Your website doubles as a dump bin.

If your website is the source of assets for your entire organization, it can be a roadblock for other departments that need to use those assets in other places. They need to know how to find assets, download copies, and obtain sizes or formats that differ from the web-based versions… and there may or may not be a web team to assist.

What’s more, some web hosting providers offer limited storage space. If you have a large and growing digital library, you’ll hit those limits in no time.

A DAM provides a high-capacity, centralized location where staff can easily access current, approved digital assets in various sizes and formats.

You’re duplicating assets you already have.

How many times have you had different teams purchase assets like stock photography and audio tracks, when they could have shared the files instead? Or, maybe your storage folders are overrun with duplicates. Instead of relying on teams to communicate whenever they create or use an asset, you could simplify things with a DAM.

Storing and tagging all your assets, in various sizes and formats, in a DAM enables your teams to:

• Make the most of the assets you own
• Avoid creating unnecessary copies
• Access optimized versions for different applications
• Keep track of how many times each asset is used

When Should You Implement a DAM?

You can implement a DAM whether you have an existing website or you’re building a new one. DAM technology easily complements platform builds or redesigns, helping to make websites and intranets even more powerful. Organizing all of your assets in a DAM before launching a web project also makes it easier to migrate them to your new platform and helps ensure that nothing gets lost.

Plus, we’ve seen companies cling to old websites when too many departments are still using assets that are hosted on the site. Moving your assets out of your website and into a DAM frees you up to move on.

If you’re curious about your options for a DAM platform, there are a number of solutions on the market. Our partner Acquia offers an excellent DAM platform with an impressive range of functions for organizing, accessing, publishing, and repurposing assets, automating manual processes, and monitoring content metrics.

Other candidates to consider include Adobe Experience Manager Assets, Bynder, PicturePark, Canto, Cloudinary, Brandfolder, and MediaValet.

Given the number of DAMs on the market, choosing the right solution is a process. We’re happy to share our experience in DAM use and implementation, to help you find the best one for your needs. Just get in touch with any questions you have.

With all the hype swirling around technology buzzwords like blockchain, cryptocurrencies, and non-fungible tokens (NFTs), it can be hard to understand their real utility for your business. But as practical applications continue to emerge, more business leaders are starting to see adopting blockchain as a business priority (PDF) — and, potentially, a competitive advantage.

To help you make sense of it, we’ve compiled a high-level look at blockchain technology and its sister concept, Web3, along with some ideas for how this technology could be relevant to your business right now.

First, What are Blockchain & Web3?

Web3

“Web3” has become a catch-all term that refers to a decentralized online ecosystem where platforms and apps are owned not by a central gatekeeper, but by the users who help develop and maintain those services. To many, Web3 is the next iteration of the internet.

The first version of the internet, Web 1.0, was largely made of individual, static web pages created by the few people who understood the technology. We are currently in the midst of Web 2.0, which provides a platform with tools for non-technical people to create their own content, essentially democratizing authorship. With it, we saw the rise of social media platforms, shopping giants like Amazon, and work tools like Office and Google Suite. This also meant that much of our individual data — our posts, reviews, and photos — have been centralized into these behemoth systems.

The promise of Web3 is the opposite approach: decentralized content, with much greater control over what you create and in what ways your data is associated with your activity.

Blockchain

Web3 achieves its goals of decentralization via blockchain, a digital ledger that exists only on the internet. This ledger uses a complex cryptography system to create encrypted “blocks” of data, ensuring that all the transactions that are written to it are verifiable and unalterable.

This ledger is open to the world to access. It’s not hosted on a single server owned by one company, but instead across a vast network of computers. The technology keeps all transactions up to date everywhere at once, and maintenance fees are paid by those that access the data.

What makes the blockchain so valuable across sectors is that it helps reduce risk, eliminates fraud, and provides scalable transparency. As a chronological, decentralized, single source of truth, the blockchain creates trust in data. As an example, at its most basic level, this open ledger makes it possible for me to verify that you conducted a certain transaction on a certain date (like a digital receipt). But it can do much more than that.

Let’s take a look at some of the ways you can put the blockchain to use.

What Can Blockchain Do for Healthcare?

We’ve already started to see innovation around Web3 in the healthcare space, much of it focused on patient health records. Given the increasing fragmentation of healthcare, the strict privacy regulations in this space, and the high risk of data breaches with current systems, the healthcare industry is a good candidate for blockchain use and the security benefits of decentralization.

Use case: patient records

To imagine how the blockchain can change healthcare, let’s consider a typical patient who sees their general practitioner and requests a visit with a specialist. To ensure continuity of care, the patient’s health records must be sent from the primary doctor to the specialist’s office quickly and securely. Since most patients don’t have copies of all their medical records, they’re relying on their doctor’s office to transfer this sensitive data.

With the blockchain, patients can own their own medical records and control who has access to them. Doctors can add detailed entries to the digital ledger, which can be shared with other medical professionals as needed. Patients can also revoke access to anyone at any time.

Improving access to patient information across providers is crucial for the healthcare industry, given that medical errors are the third leading cause of death in the U.S. Current medications and their side effects could be part of the blockchain ledger, to help reduce complications. In addition, smart contracts that automatically seek out potential conflicts between medications could be added to medical records.

This example barely scratches the surface; luckily, there are many companies already in this space, figuring out how to store patient data via blockchain in accordance with current regulations.

What Can Blockchain Do for Education?

You may not immediately think of educational applications as benefitting from blockchain technology. But paper records are one area that’s ripe for disruption, since moving to a digital format would make communication between institutions much more efficient. Here’s an example.

Use case: student transcripts

Having transcripts stored on a blockchain would make it easier for students to transfer their educational history from one school to another. It would also ensure that educational institutions, or even employers, could easily verify that history. In fact, MIT has been issuing digital, blockchain-stored diplomas since 2017.

Beyond transcripts, the Open Badge Passport issues digital badges that recognize learning, skills, and achievements by scraping information off the blockchain about individuals’ extracurricular activities. This allows students and others to demonstrate soft-skill talents that are valuable to have but not typically recorded by a degree.

What Can Blockchain Do for Ecommerce?

Product registration has long been a way for companies to gain access to buyers’ contact info (more than a way for customers to protect their investment, as advertised). Using blockchain, product registries can serve a greater range of purposes, offering value to both consumers and companies. That’s because when it comes to provenance — the place of origin or earliest known history of something — a blockchain is a perfect public record-keeping tool.

Use case: product registries

For high-ticket items that can be sold on the internet, like jewelry, designer clothing, or rare books, a blockchain entry can be used to prove, and verifiably transfer, an item’s ownership. This user history could not only help bolster the secondary market for verified products, it also reduces the ability of counterfeiters to pass knock-off products as the real thing.

Imagine this approach for high-ticket items like autos. Supporting vehicle transactions that take place online or offline, a blockchain could store vehicle maintenance and crash reports. This trove of information could boost the resale value of a vehicle, because potential buyers can access the vehicle’s entire maintenance history. If the data is connected to onboard sensors, it might even include engine efficiency and tire wear.

What Can Blockchain Do for Non-Profits?

In this example, we combine blockchain, NFTs, and smart contracts to create a unique approach to a fundraising classic. Quick primer on NFTs: blockchain-based tokens that represent digital media like music, art, videos, etc… and can verify authenticity, past history, and sole ownership of a digital item. Smart contracts are preset functions that fire on a blockchain when specific conditions are met.

Use case: silent auctions with NFTs

Non-profits could take a new approach to fundraising with NFTs. Let’s say an artist creates (as a donation) a series of NFTs that are auctioned off to the highest bidder, with ownership of the artwork transferred via a blockchain. Or museums could sell digital representations of their collection, potentially fueling new derivative artwork. Artists could remix classic works into new art, providing additional promotional and fundraising opportunities. The classic silent auction gets upgraded.

But let’s take it a step further. Smart contracts on those NFTs could perpetually pay a royalty back to the original artist or the organization as a portion of any future sales of the artwork. That means one year’s fundraiser could potentially reap monetary benefits for many years to come. The contract could take any form negotiated by the artist and non-profit — future royalties from ownership transfer pay the artist while the initial artwork was a donation, or the artist and organization split future proceeds, etc…

Blockchain can not only help overcome challenges such as consumer privacy concerns and sensitive data management, it can also help organizations seize new opportunities for growth.

What Can Blockchain Do for You?

While blockchain technology was first conceived as a mechanism to support Bitcoin, today it offers tons of uses across industry sectors. This kind of advanced technology may seem only accessible to companies that can afford expensive developers, but the cost to incorporate blockchain technology into many business operations is often less than you think. Plus, new vendors are emerging all the time to provide blockchain technology for a broad range of applications.

Blockchain can not only help overcome challenges such as consumer privacy concerns and sensitive data management, it can also help organizations seize new opportunities for growth. Think about your company’s biggest challenge or goal, and there might be a way blockchain technology can address it.

Interested in looking at ways to incorporate blockchain into your company’s digital assets? Let’s talk.

THE BRIEF

THE APPROACH

THE RESULTS