The Drupal Association brought a new challenge to the Drupal community this past summer. At the beginning of May 2024, Dries Buytaert, the founder and leading visionary for the Drupal platform, announced an ambitious plan codenamed Starshot. The community rapidly came together around the concept and started planning how to make this vision of the future a reality, including Oomph.
What is Starshot/Drupal CMS?
Codename Starshot is now known as Drupal CMS. Drupal is a free, open-source content management system (CMS) where authors and developers build and maintain websites. Drupal has been around since 2001, and in the past, it was focused on being a developer-friendly platform that supports complex integrations and custom features.
Drupal CMS is a reimagining of Drupal for a wider market. Currently, Drupal successfully supports the complexities that governments, high-volume editorial sites, and membership organizations require. But, the barrier to entry for those that wanted to start with a small, simple site was too high.
Drupal CMS is the community’s solution to drastically lower the barrier to entry by providing a new onboarding and page-building experience, recipes for common features, advanced SEO features, and “AI Agents” that assist authors with content migration and site-building acceleration. Dries challenged the community to start building towards a working prototype in less than 4 months, in time to demonstrate significant progress for the audience at DrupalCon Barcelona in mid-September.
The Contact Form Track
The Contact Form is an official recommended recipe. As the name suggests, its purpose is to provide a Recipe that installs the necessary modules and default content to support a useful, but simple, Contact Form.
The primary user persona for Drupal CMS is a non-technical Marketer or Digital Strategist. Someone who wants to set up a simple website to promote themselves, a product, and/or a service. A Contact Form should start simple, but be ready for customization such as integrations with popular email newsletter services for exporting contacts and opting into receiving email.
Research and Competitive Analysis
Drupal CMS aims to compete with juggernauts like WordPress and relative newcomers like SquareSpace, Wix, and Webflow. To create a Contact Form that could compete with these well-known CMSs, our first step was to do some competitive research.
We went in two directions for the competitive analysis (Figma whiteboard). First, we researched what kinds of experiences and default contact forms competitor CMSs provided. Second, we took stock of common Contact Form patterns, including those from well-known SAAS products. We wanted to see the kinds of fields that sales lead generation forms typically leveraged. With both of these initiatives, we learned a few things quickly:
- The common fields for a simple Contact Form are generally consistent from platform to platform
- More complex sales lead forms also had much in common, though every form had something custom that directly related to the product offered
- WordPress does not have a Contact Form solution out of the box! Site owners need to research commonly used plugins to achieve this
Our approach was starting to take shape. We internally documented our decisions and high-value MVP requirements and presented them to the advisory board for feedback. With that, we were off to create the start of our Contact Form recipe.
Recipe and Future Phases
Phil Frilling started the Contact Form recipe, which is currently under peer review. The recipe is barebones for Phase 1 and will install the required modules to support a default Contact Form and email the site owner when messages are received. Once the initial recipe is accepted, a round of testing, documentation, and additional UI in a custom module may be required.
Our plans include additional fields set as optional for the site owner to turn on or off as they need. Some customization will be supported in a non-technical user-friendly way, but all the power of Drupal WebForms will be available to those that want to dig deeper into customizing their lead forms.
In the short term, we are proposing:
- Database storage of contacts that safeguards valuable leads that come in through forms
- Quick integrations with common CRMs and Newsletter providers
- Enhanced point-and-click admin UI through the in-progress Experience Builder
- Advanced fields to handle specialty data, like price ranges, date ranges, and similar
- Conditional defaults: Through the initial set up, when a site owner specifies an Editorial site they get one default Contact Form, while someone who specifies E-commerce gets another default Contact Form
- Feedback mechanism to request new fields
Next stop, the Moon
DrupalCon Barcelona took place last week, September 24 through 27, 2024, and the Drupal CMS prototype was displayed for all to see. Early 2025 is the next target date for a market-ready version of Drupal CMS. The community is continuing to push hard to create a fantastic future for the platform and for authors who are dissatisfied with the current CMS marketplace.
Oomph’s team will continue to work on the Contact Form Track while contributing in other ways with the full range of skills we have. The great part about such a large and momentous initiative as Drupal CMS is that the whole company can be involved, and each can contribute from their experience and expertise.
We’ll continue to share our progress in the weeks to come!
Thanks!
Track Lead J. Hogue with Philip Frilling contributing engineer, Akili Greer and Rachel Hart researchers, and thanks to Rachel Hart again for bringing the Contact Form Track Lead to Oomph for consideration.
The Brief
Oomph has worked with Lifespan since 2010 and created the second version of their intranet on Drupal 7. A critical tool like an intranet needs regular maintenance. Even with regular updates, there comes a time when the whole platform needs a re-architecture to be flexible, secure, and performant.
In 2021, it was time to plan the next phase of the intranet on Drupal 9. Lifespan used the redesign as an opportunity to realign the employee journeys with the evolution of their work. And COVID-19 had provided an opportunity to reevaluate whether a security-first, HIPAA-compliant intranet could be available to those working from home.
Departments
Job & Clinical Tools
Staff Contacts
Critical Top-Tasks
The Oomph team ran a Discovery and research phase to gather requirements and understand employee expectations. We ran workshops with client stakeholders, identified important work tasks and created 5 employee personas, conducted one-on-one interviews with key persona types, and gathered feedback from employees with an online and email survey.
Through this research, we started to see two different types of tasks emerge: those that required speed to a destination and those that required exploration and unstructured browsing.
Tasks requiring speed to completion:
- Access health and safety policies
- Access a staff directory and immediately contact high-value individuals
- Access job tools, which are often 3rd-party digital services, for everything from timesheets to diagnostics to general education
- Access online forms to request items and services
- Access HR and employment benefits
Tasks requiring unstructured browsing:
- Access Department sites, particularly my department for relevant news & events
- Be exposed to company culture through up-to-date news and events, videos, seminars, and important business announcements or press coverage
- Access the internal job board to find advancement opportunities
- If I am a new employee, or a new manager, access onboarding material and quick links for new individuals
- Visit and browse the Bulletin Board
It became clear through our process that Lifespan employees needed to move quickly and slowly, often in the same session, depending on the important tasks they needed to complete. The intranet needed to support both types of journeys to remain a successful platform for getting work done and absorbing company culture.
The Approach
A Focused Priority on Search
Expectations about fast and accurate search are high because of you know who. When designing search for an employee intranet, the baseline requirements are even higher. We knew that we had to get the design and implementation of search right.
We took a learn-once, use-everywhere approach when it came to search interfaces. Search would be a core part of finding many types of content — tools, forms, people, departments, locations, and more. Each had to have a similar structure and set of filtering options to be the most useful.
The list of tools, locations, or people needed smart defaults. Before someone conducts their own search, each screen displays popular searches and the common content people need to access. In some cases, an employee does not even need to search in order to find what they need.
Two search pages, similar interfaces: The Job Tools search and Staff Directory follow similar patterns, adhering to our “learn once, use everywhere” rule
Personalization that follows Employees from Device to Device
Personalization had to be a part of our solution as well. Employees are able to use S.S.O. to access the intranet from their personal devices or workstation computers in the hospitals. Workstations are often shared between multiple clinical staff, therefore, our system needed to support stopping one task on on device and picking it back up on another.
A Favorites feature allows employees to create their own transportable bookmarks. Almost everything on the site can be bookmarked, reducing the need to search for commonly used content and tools. Six custom favorites are available from the left drawer at all times, while the entire list of favorites is one more click away.
Supporting Speed and Engagement
Speed is at the heart of critical tasks and high-quality patient care. A nurse, at a shared workstation, needs to log in quickly, find the tool they need, and administer care. Time is critical. They don’t want extra clicks, a search that doesn’t work intuitively, or slow page load times. Staff don’t want it, and management doesn’t want it, either.
Engagement is slower and the intention is different. Speed is for tasks. Engagement is for exploring. This is how company culture is communicated and absorbed. This is when people catch up with department and company news, find events to attend, view a photo gallery from an event they missed, or browse a bulletin board to swap items with other employees. You can’t have an intranet that is ALL business just like you can’t have an intranet that is NO business.
A Dashboard Built for Speed or Browsing
On the starting page, an employee might be in need for something immediate or might have time to explore. We do not know their intention, therefore, this page needs to support both.
The left drawer is open to employees on the dashboard. It is open to show them what it contains and to remove a click when accessing the important common destinations within. The first seven links are common items for any employee, curated by the Lifespan team. They are a mixture of tactical items — like time sheets — and company culture items — like the CARE recognition program.
Below that are the employee Favorites. The first six favorites are shown while all are available with an extra click.
The top navigation supports speed to common destinations, some of which are search interfaces and others which are built for browsing.
The rest of the page showcases engagement and company culture. Featured news stories with images are balanced with quick news and event lists. Flexible content sections allow authors to add and remove content blocks as new items are required.
Other content pages that were focused on engagement are the deeper News and Events pages, customized Location pages (for each major hospital location), and a community Bulletin Board.
The Results
Smooth Onboarding and Acceptance
No matter how confident our teams were, we didn’t really know if the redesign was a success until employees moved from the older tools they were familiar with. The Lifespan team did a fantastic job creating walk through videos ahead of the launch. Old tools and directories stayed available for a period of overlap, but our teams saw quick adoption into the new tools in favor of the familiar.
Since the intranet is now available off of the closed Lifespan network, we have seen mobile traffic increase dramatically. The responsive design is an improved experience over the previous intranet and the numbers prove it. In fact, we have found that more employees engage in company culture content on their personal devices, while using the company workstations for their tasks.
Oomph is very proud to have worked with one of the largest private employers in the state, and we are very proud to have our work used by over 17,000 people every day. Oomph continues to support the Lifespan team and the intranet project, iteratively improving the features and evolving the toolset to be effective for all.
The Brief
Powering Design With User Feedback
MLH exists to help Massachusetts residents find information to solve common legal issues, like securing public benefits or fighting an eviction. To ensure every aspect of the site was grounded in the audiences’ needs, MLH wanted to incorporate feedback during the discovery and design phases from real people who fit MLH’s primary and secondary audience profiles.
By performing a thorough discovery process — including working group interviews, visitor interviews, cohort site analysis, and wireframe and prototype testing — Oomph was able to create a successful site design dedicated to the needs of visitors.
The Approach
Helping the Audience by Understanding Them
MLH shares insights on heavy topics ranging from housing and homelessness to money, debt, and immigration. The site contains sensitive information that could change their visitors’ lives; by connecting them to domestic violence help or resources to get their children back, for example. When Oomph first jumped into the project, our main goal was to step into the shoes of their user groups to better understand their needs when they seek legal information.
The main audience of MLH is Massachusetts residents who are primarily low-income and may not speak English as a first language. They use the site to become informed about legal issues they’re facing quickly and efficiently. As one visitor stated:
“I’m coming here because I have a problem. I want to know, where’s the search? What can I do here? What can I not do? Don’t waste my time making me read [fluff]…”
To meet this need, the MLH team provides information in plain English at a fourth to sixth-grade reading level, rather than using complicated lawyer jargon, which makes it accessible to a wider group of people. Additionally, many resources have been professionally translated into other languages, such as Spanish.
The secondary audience that visits the site is those who help the primary audience, such as social service providers, legal aid lawyers, and legal librarians. Oomph had to walk a fine line by getting feedback from the secondary audience to help inform information about the primary audience; however, our main goal was to ensure that low-income and non-English-speaking people could find the answers they needed.
Gaining the Audience’s Trust with Thoughtful Design Details
We learned that many visitors found the MLH website by searching Google with their questions. Many primary audience members would visit the site on their mobile phones, perhaps even listening to its content with their text-to-speech tool. Knowing that, we had to design an accessible experience on any phone, tablet, or desktop device. This increased the importance of a mobile-first design so the pages loaded quickly, the information was clear, and the experience made sense for mobile browsing.
A Modernized Design
The site’s look was outdated, making some visitors feel that it either lacked credibility or didn’t contain the latest legal rules and laws (even though it’s been actively maintained and added to for the past 15+ years!). For the Oomph team, the final designs had to walk a fine line between being authoritative, trustworthy, and comforting. To achieve this, we retained the blue color palette but created slightly softer tones to help create a calming aesthetic.
Our team also limited the amount of photography on the site but ensured that any photos we used represented the diverse groups MLH serves. Icons became a tool to guide the visitor through different topics; regardless of the visitor’s language, the icon could help them understand what information may be within that particular topic.
MLH has also accumulated a lot of content over the years. To help organize its search and topic organization feature, we incorporated content filters according to the information type: articles, how-tos, e-books, and videos. Each category has its own icon, and each icon is represented by a color. This helps unify the search based on the type of content the visitor is seeking.
Color Contrast and Accessibility
From the start, MLH made it very clear that their new designs should comply with both 508 and WCAG 2.1 guidelines — ideally conforming to the highest level of contrast, level AAA. As Oomph created the color palette, we were careful to use only high-contrast colors and document how to use them in a system to ensure that the palette satisfied accessibility guidelines.
Supporting the Content With Tools
MLH had several existing tools to assist in digesting content. During our discovery phase, we validated the need for these tools and upgraded them. For example, on the content pages, there are options to print, share, listen to the content, and even switch the language as the visitor lands on the page.
Within the main navigation menu, the design included a “Quick Exit” button. This supports visitors who need to abandon the page when, for example, a domestic violence survivor’s abuser re-entered the room.
We cultivated a passion for this feature through our research and have written an article detailing our best practices for implementing a quick exit button. Additionally, we have created a Drupal Module for this feature so that more people can implement this important tool for sites with sensitive content.
Findability of Content Through the Main Menu Navigation
On a larger scale, the primary and secondary navigation menus needed an upgrade. As it stood, the main categories were wall-to-wall across the desktop, and it was hard to determine where a visitor needed to go. The secondary navigation menu read like a table of contents in a chapter book and didn’t allow the visitor to return to other categories.
We solved for this by creating a survey to test a proposed navigation structure and revised the information architecture (IA). This included a new top menu that supported every step of our primary audience’s journey. We also created a level of navigation that directed visitors to the information they were looking for, no matter how they entered the site.
Search
For search, we used a multi-filter approach which allows visitors to search both by topic and by content type. This filtering allowed them to find questions that might belong to multiple categories, and to narrow down content to the types they are willing to review.
Proactive vs. Reactive Enhancements
Analytics and user interview results showed that most visitors start their journey on either the homepage or pages that are three or more levels down the navigation. Many also reach the site via a specific Google search. While it is likely they found what they needed, they may not be aware of other information that can help them. To mitigate the risk of bouncing away from the website, we created a “Viewers also reviewed…” component on answer pages that showcased related content more naturally.
Repeating Help Footer
Above the footer, we created a “safety net” to help visitors who have browsed the site for a long time but have not found what they are looking for. If they reached the end of the page, this footer would direct them to more content that may hold their answers.
Previously Viewed
We added a “Previously Viewed” section at the bottom of content pages to remind visitors of the content they have already reviewed. This reduces the burden on the visitor when they ask themselves, “I think I’ve seen that already, but I can’t remember where I saw it.”
The Results
A Modern, Helpful Website Design
Through prototype testing with our first design mock-up with real visitors, the participants individually determined that the new site’s design and content organization was easy to navigate, gave them a trustworthy impression, and looked appealing. Today, the MLH website is live with a fresh Oomph design. We hope the structure and design will continue to not only keep visitors on the site longer but also help those visitors find the legal answers that they need.
Have a project that requires a human-first, empathetic approach? Consider talking to Oomph about incorporating user feedback into a user experience-focused design project for your next website refresh.
Go Ask Alice! (GAA!) is a judgment-free, anonymous question-and-answer site. It is part of Alice! Health Promotion, a department of Columbia Health. Their content has always been reliable, accurate, and thoroughly researched by professionals — humans, not Artificial intelligence (AI)! While organic search brings many different kinds of audiences across the globe to their answers, their primary audience is the college students of Columbia University. These digital natives need the content to speak their language and to look modern and relevant. Oomph leaned into the college-aged persona to create a user interface that was fun, unique, and approachable while acknowledging and respecting the gravity of the questions students ask.
The Brief
Empathize with both Visitors and Authors
We began by working to understand and empathize with their audience — which was easy. How many of us have gotten lost searching for answers to questions we might not ask our own close friends? Questions like, “Can I get Hepatitis A from eating raw seafood?”, “Do I have OCD?” or even “Why did my father abandon me?” Analytics supported how these types of questions were prevalent. They also showed that while many visitors found GAA! through search, those visitors found their answer and quickly left. While in some ways, this was positive — someone had a question and found a satisfactory answer — visitors missed lots of other answers to questions they might have.
For the Go Ask Alice! author team, technical issues often arose that were rooted in an overly complex content architecture and workflows that required lengthy workarounds. A complicated review and approval process and ineffective spam filters made combing through user submissions time-consuming. The longer it takes the team to create new answers, the less students will want to send GAA! their questions.
Our shared goals were to:
- Modernize the design and attract more web-savvy students to read answers to questions they didn’t know they should ask.
- Reinforce trust by being open about the process and the real human professionals behind the answers.
- Improve search, filtering, and findability by leading with topics first and guiding visitors to the types of questions that interest them most.
- Mitigate and simplify complex authoring processes to empower the small editorial team to answer more questions, support responses with engaging media, and reduce staff frustration.
The Approach
Modernization & Trust-building
Most Gen-Z students and younger generations won’t trust a site that isn’t designed well for a mobile screen. Our design process emphasized the small screen experience, keeping filters, sharing, citations, and recirculation in logical places. The Columbia Health brand is also a powerful lever for establishing trust with a young audience, but we were careful not to let it overpower GAA!’s own authentic brand.
Human responses feel human
With the rise of AI and Google’s AI-generated search results, our design reinforced the humanity and empathy of GAA! by establishing a clear “Dear Alice” with a unique handwritten font and response from the author. When dealing with potentially sensitive and health-threatening answers, an authentic human voice is essential, and one that puts answers into context — is this thing I am asking about “normal”? What are the additional considerations I should know about? And so on. AI might give you one answer, but it won’t contain the context and nuance these anonymous human-generated questions require.
Unique Colors & Illustrations
Blue is strongly associated with Columbia Health and prevented the previous site from standing independently. Our design reduced focus on blue and shifted the site’s primary colors to maroon and yellow. Several other colors create wayfinding paths associated with answer topics. Scrolling the All Topics category page becomes a delightfully random color experience.
All color combinations adhere to WCAG 2.2 guidelines for Level AA, increasing the accessibility of this color-rich site for all visitors.
A new set of illustrations curates a sense of inclusivity better than stock photos could. A wide variety of humans were chosen to represent the diversity of student populations. Little details, like the randomized person in the site’s footer, add a sense of surprise and delight to the entire browsing experience.
Supporting Trust with New Features
Enhancement ideas started to surface during Discovery and continued throughout the process from both teams. Some of our favorites include:
- The editor’s name, the answer’s published date, and its revision date were moved from the bottom of an answer and brought to the top. This information helps establish credibility quickly before reading an entire answer
- A feedback feature was added to individual answers, giving the GAA! team real-time data about the responses but also giving new visitors a greater sense of social proof
- A “Cite this Response” feature makes cutting and pasting an MLA (Modern Language Association) General Format- or Chicago-style academic citation into research papers easy. Since answers are so well-researched, these citations propagate GAA! further into academic culture
Increased User Engagement & Accessibility
Accessibility & Safety with a Quick Exit Button
Go Ask Alice! has many sensitive questions: questions about sexual abuse, suicide, drug use, and topics generally that you may not want someone else to see on your phone. We introduced a Quick Exit feature on each page of the site. When visitors click the button, a new tab is quickly opened, and the site’s browsing history is removed from their device. While this is not a well-known action in the general population, many in unsafe situations know how they work and what “Exit Site” means.
Oomph has written an in-depth article about the quick exit button and has released a Quick Exit Drupal Module to help other teams implement this feature.
Encouraging Question Browsing over Asking New Questions
It may seem counterintuitive, but one of the major workflows we redesigned was asking a question in the first place. The GAA! team has compiled thousands of great answers over the years and frequently updates old answers with new content to keep them current with changes in medical approaches. The small but mighty team didn’t want to answer the same questions over and over again by referring new askers to pre-published answers.
Our solution emphasized search and intentionally made access to the Question form difficult. Visitors are encouraged to search for answers to previously posted questions first. Quite often, they will discover an answer to their questions (and maybe some helpful answers to questions they did not expect). Only if they have searched first will they encounter the “Can’t find your question” call to action, which leads them through the steps of asking a new question.
The Results
The new site feels like a new beginning for the GAA! team. While the site has only recently launched, we look forward to seeing how it impacts key metrics like time on site and return visits. In the meantime, we’re also excited to see how the newly revamped admin experience helps the GAA! content team serve their audience even better than before.
When faced with a sensitive question about mental, nutritional, emotional, or sexual health, college students can continue to Go Ask Alice!
The Brief
Simplifying Complexity without Losing Power
The biggest challenge as Oomph acclimated to the tax-collection world was rapidly learning enough about the complex regulations and requirements of municipalities in the industry to provide sound advice and recommendations. We started by examining their systems — the workflow of documenting and planning new product features and adding them to the roadmap, of designing the UX of those features, and of leveraging their in-house design system to build and support those features.
RSI’s main product, GOVERNMENT PREMIER, are highly customizable and configurable. Every single screen has options that would display depending on the authenticated user’s role and privileges and the tenant’s own back-office processes. User stories included many requirements based on permissions and configuration. This added challenges when imagining potential interface solutions that need to accommodate growth in multiple directions.
Oomph’s purposefully used our outside perspective to ask many questions about GOVERNMENT PREMIER’s processes. We took our years of experience designing interfaces for a wide range of consumers and applied them here. In this typically slow-to-evolve space, a user-focused experience coupled with GOVERNMENT PREMIER’s technical expertise would revolutionize tax collection as a friendlier, more intuitive, and highly customizable experience.
Our Approach
Maintaining Consistency in a Rapidly Evolving Product
Our findings and recommendations indicated previous UX teams did not create a rulebook that governed their decisions, and so, the system lacked consistency. Quality Assurance reviews would suffer from this lack of governance as well. Therefore, the first thing we did was to establish rules to design by:
- Use Storybook as a source of truth, and expand atomic elements with larger patterns (called molecules in Atomic-design-speak).
- Enforce a global design token system for colors, typography, stateful user feedback, and spacing.
- Use Material UI (MUI) from Google as our foundation. This was a previous decision that was not fully enforced, which led elements to become over-engineered or duplicated. This became known as the “Build on the shoulders of giants” rule.
- Destructive actions (like Delete or Cancel) are placed to the left of creative actions, like “Save” or “Next.”
- Every screen has one primary focus. Complex screens need a focal point for the task and user’s need to feel confident they are using the interface correctly. When long forms are required, break them down into smaller chunks. Users can save their progress and concentrate on smaller groups of tasks. Color should be used to focus users on the most important actions, and to alert them when data errors need to be addressed.
Ultimately, these rules are flexible and have served well as a starting point. Any new screen can adhere to these rules, and when we find cases where these rules are preventing users from completing their tasks or are frequently confusing users, we revisit them to make updates or clarifications. Oomph has continued to consult on new screen design and UX workflows after more than a year of working together.
The Results
Setting a New North Star to Align Our Compasses
To continue to move the product forward without increasing UX and technical debt, the teams needed a well-defined shared understanding for the user experience. Internal teams were moving forward, but not always in the same direction. Within the first month, our teams agreed upon a playbook and then continued to expand it during our engagement. We met twice weekly with product owners across the company and became a sought-after resource when teams were planning new features.
During our time together, we have celebrated these outcomes:
- Oomph consolidated the color palette from 55 colors to just 24 without losing any necessary distinctions. All colors are contrast conformant with WCAG 2.2 Level AA as a baseline.
- Colors, typographic sizes, spacing values, form elements, buttons, icons, and shadows have all been converted to design tokens.
- Figma has been used as the design system record, while Storybook has been strengthened and updated to smartly leverage Material UI. The success of Storybook is largely due to its inclusion as a GOVERNMENT PREMIER project dependency — it has to be used and the latest version is often pinned as the product evolves.
- An internal Design Manager at RSI was established as someone to lead the engineering team and maintain quality oversight as it pertains to the design system.
- Oomph completed designs for 15 features for GOVERNMENT PREMIER, many of which involve designs for three or more screens or modals. Oomph also designed workflows for over a dozen Online Services workflows with a heavier emphasis on mobile-responsive solutions.
As Oomph moves into our second year collaborating with the GOVERNMENT PREMIER teams, we plan to fully investigate user personas on both the admin and taxpayer side of the platform, add more context and governance to the project designs, and provide quality assurance feedback on the working application. We value our partnership with this unique team of experts and look forward to continuing the tax software revolution.
THE BRIEF
While One Percent for America (OPA) had an admirable goal of helping eligible immigrants become U.S. citizens, the project faced a major stumbling block. Many immigrants had already been misled by various lending institutions, payday loans, or high-interest credit cards. As a result, the OPA platform would need a sense of trustworthiness and authority to shine through.
The platform also had to handle a broad array of tasks through a complex set of workflows, backstops, and software integrations. These tasks included delivering content, signing up users, verifying eligibility, connecting to financial institutions, managing loan data and investment balances, and electronically sending funds to U.S. Citizenship and Immigration Services.
THE APPROACH
Given the challenges, our work began with a month-long discovery process, probing deeper into the audience, competitive landscape, customer journeys, and technological requirements for the platform. Here’s what we learned.
The Borrower Experience
Among those deep in the citizenship process and close to finishing the paperwork, many are simply waiting to have the funds to conclude their journey. For them, we designed as simple a workflow as possible to create an account, pass a security check, and apply for a loan.
Other users who are just starting the process need to understand whether they’re eligible for citizenship and what the process entails. We knew this would require smart, in-depth content to answer their questions and provide guidance — which was also a crucial component in earning their trust. Giving away genuinely helpful information, combined with carefully chosen language and photography, helped lend authenticity to OPA’s stated mission.
The Investor Experience
OPA sought to crowdfund capital from small investors, not institutions, creating a community-led funding source that could scale to meet borrowers’ needs. A key innovation is that funders can choose between two options: making tax-deductible donations or short-term loans.
If an investor makes a loan, at the end of the term they can decide to reinvest for another term, turn the money into a donation, or withdraw the funds. To reinforce the circular nature of the platform, we designed the experience so that borrowers could become investors themselves. The platform makes it easy for borrowers to change their intent and access different tools. Maturity dates are prominently displayed alongside “Lend Again” and “Donate” actions. Testimonials from borrowers on the dashboard reinforce the kinds of people who are helped by an investment.
The Mobile Experience
Our research made it clear the mobile experience had to be best in class, as many users would either prefer using a phone or didn’t have regular access to a tablet or computer. But, that didn’t mean creating a mobile app in addition to a desktop website. Instead, by designing a universal web app, we built a more robust experience — more powerful than most mobile apps — that can be used anywhere, on any device.
However, tasks like signing up for an account or applying for a loan need to be as easy on a mobile device as on a desktop. Key UX elements like step-by-step workflows, large touch targets, generous spacing on form fields, soft colors, and easy-to-read fonts produced a highly user-friendly interface.
THE RESULTS
Together with our technology partners, Craftsman, Motionpoint, and Platform.sh, we built an innovative digital platform that meets its users exactly where they are, from both a technological and cultural standpoint.
This groundbreaking work earned us a Gold Medal from the inaugural 2022 Anthem Awards, in the Innovation in Human and Civil Rights category. The award recognizes new techniques and services that advance communities and boost contributory funds.
In our ongoing partnership with OPA, Oomph will continue working to expand the business model with new features. We’re proud to have helped build this impactful resource to support the community of new Americans.
THE BRIEF
A Creative Beacon Sets a New Path
The RISD Museum is the 20th largest art museum in the United States with over 100,000 objects in its collection, including Ancient art, costumes, textiles, painting, sculpture, contemporary art, furniture, photography, and more. The museum occupies more than 72,000 square feet in three historic and two contemporary buildings along Providence’s bustling South Main Street and riverfront.
We often say that a website redesign is more like a collective therapy session — it’s an opportunity to air grievances in a safe space, to think about the future untethered to the present situation, and make decisions that could change the course of the organization. Since many websites are more than just a marketing platform, a redesign can affect the entire organization and the way they communicate their value to their own team and the world.
At the heart of this project were large, existential questions:
What does it mean to be a physical institution collecting physical objects in a digital world?
What do viewers want out of a museum experience in an interactive space?
Can a museum be more relaxed about how viewers will interpret the work?
Open Source the Museum’s Entire Collection
Behind the Museum’s initiative to re-platform the website from a closed system to an open source system like Drupal 8 was another, perhaps even larger, initiative: a plan to “open source” the museum’s entire collection. They will bring all 100,000 objects online (they have a little over 13,000 available prior to launch, a mere 13%) and use a Creative Commons license system that allows visitors to download and repurpose high-resolution images whenever the objects are in the public domain. This was the heart of the revolution upon which the RISD Museum was about to embark.
THE APPROACH
MuseumPlus & Drupal 8 equals Open Access
The heavy lift for our engineers was an integration with RISD’s museum software, MuseumPlus. MuseumPlus needed to continue to be the source of truth for any object, artist, or exhibition. The teams again collaborated extensively to work towards an API that could provide all the correct information
between the two databases, and a system of daily jobs and manual overrides to start a synchronization process. As the online connection grows, these connections will be the critical link between the public-facing object data and the internal records.
The aesthetics of the site became a structural backdrop for the objects, artwork, and images of people in the physical spaces of the museum.
Gray and white wireframes evolved into a black and white interface that kept information clear and clean while allowing the colors of the artwork to shine through. Language around the site’s architecture was simplified and tested for clarity. An element of time — words like Soon, Upcoming, Now, Ongoing, Past — keeps the visitor grounded around the idea of a physical visit, while open access to objects online serves a whole community of art lovers and historians that may never be able to visit in person.
A bold storytelling idea came out of our collective collaborative process — the homepage experience opens with four videos, a cinematic exterior shot and three interior videos that explore the three main sections of the navigation. The homepage becomes a gateway into the physical space. Choosing a path via the navigation takes the viewer inside to explore the spaces and the objects. Instead of a homepage that assumes a visitor wants to see everything and then choose something to explore deeper, this one introduces them to the content in a way that connects them to the physical space.
THE RESULTS
An Evolving Partnership
Site visit patterns have seen significant improvement — sessions per user and pages per session have increased while bounce rate has decreased. Thanks are due in part to the new hosting environment with Acquia, which has provided hefty speed increases and stability — page load times have decreased, server response time is significantly less, and page download time is far less as well.
As the RISD Museum grows their online collection even further, we have identified a backlog of ideas that we’d love to address, from a more fully featured search, an integrated audio guide, and a more open and collaborative way for users to share back what they have done with the museum’s assets. A new Drupal 8 (now 10) implementation gives the museum plenty of room to grow virtually. The collaborative relationship between Oomph and the RISD Museum is only beginning.
It’s no secret: Higher education institutions are complex.
Between multiple campuses, multiple audiences, and a high volume of content, higher ed marketing and communications teams have a ton to juggle.
And that’s before you throw a new website into the mix.
Not long ago, the team at Oomph partnered with the University of Colorado (CU) and Keene State College (KSC) to redesign sites for each institution. While their asks – and end products – were unique, the processes had a lot in common. So much so that we’re peeling back the curtain on our discovery process to give other higher ed institutions the tools to deliver websites that meet business goals and audience needs.
In this article, we’re turning our lessons learned into a discovery playbook that can help higher education institutions set the stage for a successful site redesign.
The Projects
University of Colorado Giving Platform
The University of Colorado has an active and engaged alumni network that loves supporting all things CU. The university came to Oomph because it needed a donor funds platform that could keep up. The goals of the discovery process were to:
- Document existing conditions, strengths and weaknesses, and stakeholder perceptions.
- Compare the strengths and weaknesses of the current site to similar ones from other colleges and universities.
- Refocus and align on core audiences that visit the site.
- Recommend ways to improve and enhance existing content and storytelling.
- Evaluate and make recommendations for a modern technology stack
While CU had a gut feeling about what it would take to meet internal expectations and keep prospective donors happy, gut feelings aren’t enough to build a website. CU knew that a professional perspective and data-backed analysis would lay a firm foundation for the site redesign.
Keene State College Main Website
KSC, a public liberal arts college in New Hampshire, wanted a refreshed main website that would resonate with prospective students, current students, and alumni alike. For KSC, key goals during discovery were to:
- Better understand the needs and more deeply define their primary audience: prospective students.
- Identify navigation patterns that would make it easier for students and their parents to find the content they need.
- Define design styles that create a more welcoming website experience and support storytelling during the future redesign.
The team came to Oomph with ideas but wanted research validation and guidance to nurture those ideas into a strategic design plan.
The Approach
For both projects, Oomph utilized our in-depth discovery process to validate assumptions, clarify priorities, and gain buy-in across the organizations.
KSC and CU both had a good sense of the work they needed to be done. But having a feel for the floorplan doesn’t mean you’re ready to build your dream house. Whether it’s a home or a website, both projects need an architect: an experienced professional who can consider all the requirements and create a strategic framework that’s able to support them. That work should happen before deciding what paint to put on the walls.
In our initial review, Oomph found that both sites had similar challenges: They struggled to focus on one key audience and to easily guide users through the site to the desired content. Our question was: How do we solve those struggles in a new website?
To answer it, we led KSC and CU through discovery processes that included:
- An intake questionnaire and live sessions with key stakeholders to understand the goals and challenges holding the current sites back.
- Defining strengths and areas for improvement with methods like a UX audit, a content and analytics audit, and a cohort analysis.
- Creating user journey maps that rolled audience, website, and competitive insights into a unified vision for the new user experience.
- Delivering a final set of data-backed recommendations that translated needs and wants into actionable next steps, equipping both teams to secure organizational approval and move the projects forward.
The Insights
Discovery isn’t a one-size-fits-all. However, our experiences with KSC and CU highlighted some common challenges that many higher-ed institutions face. Our insights from these projects offer a starting point for other institutions kicking off their own website redesigns.
- Start with your audience’s needs.
Who is your primary audience? Figure out who they are, then really drill down on their needs, preferences, and desired actions. This can be uniquely challenging for higher education institutions because they serve such a wide range of people.
Data is how you overcome that hurdle. As part of discovery, we:
- Completed a UX audit with tools like the BASIC heuristics framework to see which parts of the user flow are working and which need an overhaul.
- Rounded out those findings with a content audit to understand how users engaged with the site content.
- Completed a cohort analysis to see how the sites stacked up against their higher-ed peers.
When you do that work, you get a birds-eye view into what your audience really needs – and what it’ll take for your website to be up to the challenge.
Take KSC. The existing site attempted to serve multiple audiences, creating a user journey that looked like this:
We identified a primary audience of prospective students, specifically local high school students and their parents/guardians. When you speak directly to those students, you get a simpler, cleaner user journey that looks like this:
- Define organized and clear navigation to support user journeys.
Your navigation is like a map. When all the right roads are in place, it should help your users get where they want to go.
That makes your navigation the starting point for your redesign. Your goal is to define where content will live, the actions users can take upon arrival, and, equally important, the content they won’t see at first. This then informs what goes where – the header nav, the footer nav, or the utility nav – because each has unique and complementary purposes.
With both KSC and CU, discovery was our opportunity to start building a navigation that would serve the primary audience we had already uncovered. For CU, the current navigation:
- Made it difficult for donors to find what they need. Search, Write-In Fund, and “Page Not Found” were among the top 20 most visited pages, indicating that users weren’t easily finding their way.
- Didn’t engage donors, which showed up in the low number of returning visits.
- Needed to help donors more quickly find what they need without having to search the entire site.
Current CU navigation:
During discovery, we created an updated navigation that would appeal to its primary audience of prospective donors, while still meeting the needs of secondary audiences (returning donors and giving professionals).
Proposed CU navigation:
- Find an optimal blend of branding, design, and content – especially for the home page and other high-visibility areas.
The design and content you choose for your site should resonate with your target audience and enhance the navigation you already defined. In that way, your home page is like your storefront. What will you put on the sign or display in the windows so people will actually walk inside?
That’s the secret sauce behind this part of discovery: deciding what your primary audience really needs to know and how best to showcase it.
To help KSC speak to prospective students, we recommended:
- Using movement, color, and text styles to add visual impact to important content and create a welcoming, curated experience.
- Prioritizing diversity in visuals, so wide a range of students could picture themselves as part of the student body.
- Using stats and testimonials to build trust and foster a feeling of belonging.
CU wanted to connect with prospective donors, so we suggested a design that:
- Incorporated more storytelling and impact stories to show the positive ripple effect of every dollar donated.
- Included strategic calls to action to pull users deeper into the site.
- Added social sharing to enable donors to highlight their generosity and feel a deeper sense of connection.
- Probe additional areas where needed (and skip where it’s not).
Our hot take: There is such a thing as too much data. If you’re wading through pools of information that isn’t relevant to your end user, it can muddy the waters and make it harder to identify what’s worth acting on.
With that in mind, this step will change from project to project. Ask yourself, what else does my audience need to feel like they got what they came for?
For KSC, that involved additional strategy work – like the information architecture – that helped the institution gear up for later design phases. CU, on the other hand, needed significant technical discovery to address the level of custom code required, limited page building capabilities and clunky e-commerce integration. We recommended an updated tech stack, including a new donation platform and payment gateway, that would improve security, simplify maintenance, and enhance the user experience.
- Plan for a system that allows for easy updates later.
As they say, the only constant is change. This rings especially true for higher ed institution websites, where content is plentiful and multiple stakeholders need to make site updates.
To make sure CU and KSC’s sites continued to work for them long after our projects had ended, our discovery included suggestions around:
- Choosing the right content management system (CMS). We ensured each site had CMS capabilities that would allow non-tech-savvy team members to maintain and update the content.
- Establish design systems and templates for ease and consistency. For CU, that involved creating repeatable page layouts for their fund pages for simpler authoring and visual polish.
Start Your Redesign on the Right Foot
A thorough, well-researched, and well-organized discovery is key for designing a website that meets all of your – and your audience’s – needs.
Need a fresh perspective on your higher ed site redesign? Let’s talk about it.
Change is the only constant in life, and the same goes for accessibility. Our understanding of how to create truly accessible websites is always evolving, and so are the standards for measuring if we’ve succeeded.
The most recent update to the Website Content Accessibility Guidelines (WCAG) — released on October 5, 2023 — is the latest attempt to help brands make their digital experiences more accessible for all users.
Don’t panic, WCAG 2.2 isn’t an overhaul. But it does shift the previous standards, delivering more specific and, in some cases, more realistic guidelines that make compliance easier (good news, website managers!). While WCAG 2.2 isn’t cause for alarm, it is something to get out in front of. Here’s what to know about WCAG, the ins and outs of the latest updates, and what it all means for your website.
What Is WCAG, Anyway?
The Web Content Accessibility Guidelines set the standard for accessible website design. WCAG first issued design guidance in 1999, but the 2008 WCAG 2.0 laid the groundwork for accessibility today. Those standards created a framework for designing websites that are perceivable, operable, understandable, and robust for people of varying abilities.
2018’s WCAG 2.1 wasn’t a radical departure from its predecessor, but it did add criteria related to mobile devices and users with vision and cognitive impairments. By 2023, accessibility had become widely understood and embraced as essential for inclusive design. That shift helped usher in WCAG 2.2, an update based on multiple years of research and review.
WCAG 2.2 adds nine new success criteria split across three different levels, A, AA, and AAA:
- Level A: This is the WCAG minimum, and it now includes two additional success criteria.
- Level AA: Websites that achieve AA status go beyond the basics. We advise our clients to achieve Level AA as much as possible, depending on their audience.
- Level AAA: Websites that implement all WCAG guidelines to the highest degree can achieve AAA status. We recommend our clients do so when it suits their website and their users’ needs. For example, a healthcare organization serving older patients may need the highest level of color contrast on its site, while a university serving young students may not.
The WCAG 2.2 update didn’t just add criteria; it made some criteria obsolete, others weaker, and still others more essential than ever. Specifically, WCAG 2.2 promoted 2.4.7 Focus Visible from Level AA to Level A, which means all websites will need visual indicators that show which page feature is in focus. It also changed the recommended size of touch targets, making it easier for designers everywhere to comply.
What WCAG Standard Am I Required to Meet?
The standard you’re required to meet depends on your industry:
- State and Local Governments: Organizations in the public sector have the most explicit accessibility requirements. The Department of Justice (DOJ) recently announced a proposed rule that requires state and local governments to meet WCAG 2.1 Level AA standards for their websites and mobile apps.
- Private Sector: Accessibility in the private sector is less regulated, but complying with WCAG guidelines is in your best interest. One reason is that noncompliance could open your company up to a lawsuit. A recent report estimated that 4,220 ADA website lawsuits would be filed by the end of 2023 — almost double the number filed in 2018.
Though there is no official standard in courts, the DOJ has referenced WCAG 2.1 Level AA in past filings. We expect the courts to slowly start referencing 2.2 as cases catch up, but it might take another year for version 2.2 to become the standard.
While wanting to stay out of court is understandable, legal requirements are only one reason to adopt WCAG. Millions of users around the world use screen readers and other assistive devices. Those users have buying power and they want to engage with your organization, whether that’s registering to vote, signing up for a class, or making an appointment with their healthcare provider. When your website is accessible, you’re able to connect with the broadest audience possible — likely earning more loyal users in the process.
WCAG 2.2 Checklist
While achieving inclusive website design is an exciting prospect, the nuts and bolts of getting there can feel anything but. Here, we help you visualize what the new guidelines mean in practice. You might be surprised by how accessible your website already is.
Guideline 2.4: Navigable
The standards under guideline 2.4 address anything that will make it easier for users to move through your website.
2.4.11 Focus Not Obscured (Minimum) (AA)
- What It Means: The indicator that signals which page element is in focus is unobscured. “Sticky” elements on the page that don’t move as the user scrolls are the most common culprits that obscure key features.
- How To Succeed: People who can’t use a mouse need to see where the keyboard has focus. You’ll have succeeded if the item that has keyboard focus is at least partially visible as a user moves from one interactive element to another.
2.4.12 Focus Not Obscured (Enhanced) (AAA)
- What It Means: This also addresses the visibility of the keyboard focus, but it offers a path for organizations that want to go the extra mile.
- How To Succeed: You can satisfy 2.4.11 with partial visibility, but 2.4.12 requires complete visibility of the keyboard focus.
2.4.13 Focus Appearance (AAA)
- What It Means: This is an additional measurement criterion for how a website visually indicates what the keyboard focuses on. WCAG recommends a 3:1 contrast ratio for the colors for the focus state vs. the non-focus state and an outline or border around the entire element that is at least 2 CSS pixels thick. Background colors are acceptable as long as they still satisfy the contrast ratio.
- How To Succeed: WCAG 2.1 was ambiguous about what it meant for a focus indicator to be visible. This update clarifies what’s required with clear benchmarks for contrast and thickness/visibility.
Guideline 2.5: Input Modalities
An “input” is an action a user takes to elicit a response from your website — think clicking a button or dragging and dropping a feature. These standards govern the design of those inputs.
2.5.7 Dragging Movements (AA)
- What It Means: When an interface provides drag-and-drop functionality, there should be a simple pointer alternative that does not require drag-and-drop. This is more relevant for apps and web tools that will need to provide an alternative interface.
- How To Succeed: This standard serves users who can’t use a mouse or touch screen to drag items. You meet the standard by allowing a user to choose not to use the supplied drag-and-drop functionality unless dragging is considered “essential.”
2.5.8 Target Size (Minimum) (AA)
- What It Means: A minimum size and minimum space for an interactive element allows a user to choose one action without accidentally triggering a nearby action.
- How To Succeed: Some people with physical impairments may not be able to click buttons that are close together. For example, they might hit the “Cancel” button instead of “Submit,” forcing them to start the process over again. You can succeed with this guideline by ensuring the size of the target for pointer inputs is at least 24 by 24 CSS pixels, with some exceptions.
Guideline 3.2: Predictable
This guideline covers repeating features that may appear across your web pages, such as email sign-up forms or support widgets.
3.2.6 Consistent Help (A)
- What It Means: When a site or app has a help feature, it appears in the same location consistently.
- How To Succeed: People who need help can find it more easily if it’s in the same place. If a web page contains help mechanisms that repeat across pages, they should occur in the same order relative to other content on the page — unless the user initiates the change. Those help items can include human contact details, human contact mechanisms, self-help options, or a fully automated contact mechanism (i.e., a chat feature).
Guideline 3.3: Input Assistance
Many websites include elements that help users take certain actions. This could include directing a user to re-enter information or to make sure two fields match. Guideline 3.3 addresses this type of assistance, increasing WCAG’s support of those with cognitive disabilities. This puts the onus on developers to provide simple and secure methods for all users.
3.3.7 Redundant Entry (A)
- What It Means: Ask for information only once in the same session.
- How To Succeed: Some people with cognitive disabilities have difficulty remembering what they entered. If you’re asking the user to re-enter information they previously added, the field must either be auto-populated or the previous answer must be available for the user to select. The exception is if the user is re-entering information essential or required for security or the previous information is no longer valid.
3.3.8 Accessible Authentication (Minimum) (AA)
- What It Means: Don’t make people solve, recall, or transcribe something to log in.
- How To Succeed: Some people with cognitive disabilities can’t solve puzzles, memorize a username and password, or retype one-time passcodes. This guideline considers remembering a password or solving a puzzle (like a CAPTCHA) a cognitive function test. Websites that comply won’t require that step unless the step also provides an alternate authentication method, an assistive mechanism, a test with simple object recognition, or a test to identify non-text content the user provided to the website.
3.3.9 Accessible Authentication (Enhanced) (AAA)
- What It Means: This builds upon 3.3.8, offering developers a greater opportunity to include users with cognitive disabilities.
- How To Succeed: The success criteria for 3.3.9 are narrower than for 3.3.8. Websites meet the enhanced standard when a cognitive function test isn’t part of authentication unless the website also offers an alternative authentication method or a mechanism to assist the user with the test.
Walking the Walk of WCAG
A commitment to accessibility is two-fold. It requires understanding what the most recent guidelines are (the talk) and putting those guidelines into practice (the walk).
While it might seem like Level AAA accessibility is the way to go, the reality is that accessible websites are nuanced. Some level of accessibility is non-negotiable, but the ideal level for your site very much depends on your industry, your users, and how mature your website is — all factors we can better assess with an accessibility audit.
If you’re building a new website, embedding WCAG principles is smart. But if you’re WCAG 2.1 compliant and a refresh is a year or two off, WCAG 2.2 may be able to wait. Curious about where your website stands? Let’s talk about it.
Warning: This article mentions domestic abuse.
You may call your site audience your “users,” but ultimately, they’re just people. Imperfect people with imperfect lives — sometimes to an extreme degree.
During the COVID-19 pandemic, there was a massive rise in domestic violence. This type of violence can take many forms, including technical abuse, where technology is used to control, harass, or intimidate someone. It can look different in various situations, from an abuser constantly sending phone or text messages to controlling the sites or devices their partner can access. Even sharing a store rewards phone number can have unintended consequences. The range of opportunities for abuse is endless.
In the book Design for Safety,” author Eva PenzeyMoog cites an NPR survey that found “85 percent of shelters they surveyed were helping survivors whose abusers were monitoring their activity and location through technology.” This is an alarming statistic. Domestic violence prevention isn’t something that is taught in schools — how would people know how to protect themselves before it’s too late?
As professionals creating digital products, it’s our responsibility to create “for good.” How can we be advocates for safety in design? According to Design for Safety, as an advocate, you must “support vulnerable users to reclaim power and control.” A website could have an easy-to-use interface but still provide pathways for users to experience abuse from domestic perpetrators. Ultimately, this leaves victims vulnerable while giving them a false sense that they have more control than they genuinely do.
During the website creation process, you should aim to design for safety. A key step is to identify “ways your product can be abused, then ways to prevent that abuse.” For example, to help address any abuse or harassment captured while on a call, Google Meet has the function to “report abuse.” You can attach a video clip when you report, and they will investigate and then take action on their end. By proactively planning around safety, your organization can deepen trust with users while doing your part to prevent domestic violence.
Case Study
This past year, Oomph worked with a nonprofit website, which helps the general public understand their legal issues, to perform a user experience discovery and redesign. The site provides individuals with low incomes and limited English with local laws written in plain English. Users visit the site for legal information on various topics, including evictions, government benefits, domestic violence restraining orders and family law. A subsection of the audience uses the website to look for resources dealing with domestic violence.
When designing for this audience, we needed a way to support users who may need to exit a page quickly if they are interrupted by a potential abuser while scrolling through sensitive information, such as divorce or domestic violence resources. The site had previously utilized an “Escape” button on pages that dealt with those sorts of topics. When approaching the redesign, we wanted to ensure this button would always appear but wouldn’t interfere with other audiences, such as someone looking for information about traffic tickets. It had to walk a fine line between in-your-face and too subtle to be helpful to ensure users could see and interact with it.
When dealing with “trauma-informed” design, designers must “prioritize comfort over technological trends” (Design for Safety). Our challenge was amplified by a lack of standards for a quick exit button’s function, especially for a site with multiple audiences. Since these buttons are a relatively new best practice and little research on them exists, we were careful in our strategic approach. A quick exit button is not ingrained in a user’s mental model, making its intended action new to most people. Those who feel they might need it have to recognize its function as soon as possible.
Approach to the Quick Exit Button
While designing the quick exit button, we considered its placement, colors, and typographic style to ensure that:
- The button was easy to understand and used by people who needed it,
- The language was not retraumatizing,
- The button wasn’t so big and distracting that it took away from the overall experience of the site for those who didn’t need it, and
- The button’s position was easily accessible on a range of device sizes and types.
Our first wireframe called the button “Quick Exit.” When we tested the prototype, all five participants did not understand what the exit button meant. This emphasized how important the language on the button is. For those who have dealt with domestic violence, even the word “escape” could be harmful to hear. Additionally, since audiences view the website in different languages, we wanted to ensure that the button’s translation would not adversely affect the layout.
On our next iteration, we tried using the term “Exit” with the icon globally known for “external link.” But this still wasn’t clear enough for our users: Where would the exit bring you? To a page called “Exit”?
We needed to explain exactly what the button did, so we opted to use the universal external link icon with “Exit Site” as a label to best communicate what the button would do. Although it does not describe where you will end up, it clearly explains that you will leave the website.
To further help users understand what the button was for, we then created a pop-up at the start of the user’s journey that educates people on the button’s purpose:
Overall, there was a delicate balance we had to achieve in managing all audiences that typically view the site. We wanted to ensure that we were educating all users but not preventing users from getting help for other topics, such as information about the right to an education or disability. The pop-up, however, had additional considerations we needed to weigh as well: What if their abuser sees it upon landing? What if the user who needs it ignores it?
An alternate approach focused more on domestic violence victims is the California Victims Resource Center’s (CVRC) website, 1800victims.org. When landing on the site, visitors are first educated with a pop-up, which includes reading the website’s Terms of Use and agreeing to the terms before they can enter.
Additionally, when the user clicks the escape button (or uses the keyboard short-cut “Delete”), they are brought to a new tab that displays ABC News. The 1800victims site is changed to Netflix — with all traces of the CVRC gone. According to Columbia Health, this follows best practice because “a blank history can raise suspicion from your abuser.” This would be the safest approach for users.
To give back to the open-source community, the Oomph team turned our approach for this client into the “Quick Exit” Drupal Module. If you would like to add this kind of functionality to your own Drupal website, the module is a great place to start.
Designing for Safety
We must consider how users dealing with domestic violence may feel when they are visiting a site with sensitive content. By including information to educate users upon landing, we can help more people understand how to use a quick exit button if they find themselves in a situation where they need to swiftly leave a website. As an advocate for user safety and domestic violence prevention, you can proactively create a safety net for others by starting to review your work through the lens of how it may be abused prior to releasing it into the world.
This article is just one look at how organizations can design for safety using a quick exit button. By talking about these issues and advocating to protect users in your own design process, we can all take a step toward helping prevent domestic violence. Even if one person is helped or informed by Oomph’s quick exit button design on the website, it will be a success in our eyes.
Need help incorporating safety-focused design into your website or mobile apps? Let’s chat about your needs.
If you or someone you may know is struggling with domestic abuse, please visit or call the National Domestic Violence Hotline at 800-799-7233. For further reading on creating digital products with a safety mindset, we recommend Eva PenzeyMoog’s book Design for Safety available from A Book Apart.
Finding yourself bogged down with digital analytics? Spending hours just collecting and organizing information from your websites and apps? Looker Studio could be the answer to all your problems (well, maybe not all of them, but at least where data analytics are concerned).
This business intelligence tool from Google is designed to solve one of the biggest headaches out there for marketers: turning mountains of website data into actionable insights. Anyone who’s ever gone down the proverbial rabbit hole scouring Google Analytics for the right metrics or manually inputting numbers from a spreadsheet into their business intelligence platform knows that organizing this data is no small task. With Looker Studio, you can consolidate and simplify complicated data, freeing up more time for actual analysis.
With so many customizable features and templates, it does take time to set up a Looker Studio report that works for you. Since Google’s recent switch from Universal Analytics to Google Analytics 4, you might also find that certain Looker Studio reports aren’t working the way they used to.
Not to worry: Our Oomph engineers help clients configure and analyze data with Looker Studio every day, and we’ve learned a few tips along the way. Here’s what to know to make Looker Studio work for your business.
The benefits of using Looker Studio for data visualization and analysis
Formerly known as Google Data Studio, Looker Studio pulls, organizes, and visualizes data in one unified reporting experience. For marketers who rely heavily on data to make informed decisions, Looker Studio can save precious time and energy, which you can then invest in analyzing and interpreting data.
Key benefits of using Looker Studio include:
- Connecting data from multiple sources: The platform can unify data from a mind-boggling 800+ sources and 600+ data connectors, which means you can upload and integrate multiple data sets into one comprehensive report. This not only saves time, but also provides more accurate insights into business performance for organizations with complex digital environments.
- User-friendly insights: Looker Studio’s visual dashboards are easy to interpret, customize, and share – even with executives who might not be as digitally fluent as you. You can choose from a variety of drag-and-drop data visualization options, such as charts, graphs, and tables, or use Looker Studio’s pre-designed visualizations.
- Powerful customization: Want to be informed the minute your form conversion rate changes? With Looker Studio, you can set up alerts to notify you of significant changes in your data, enabling you to adjust your marketing strategy and optimize ROI in real time. You can also generate reports to track your progress and share them with your clients or team members.
How Oomph uses Looker Studio
As a digital-first company in the business of helping other digital-first companies, we’re big fans of Looker Studio. We think the platform is a great way to share trends on your websites and apps in an easy-to-digest way, making monthly or quarterly reporting much more efficient.
Whether you’re looking for basic insights or need sophisticated analysis, Looker Studio’s visualization capabilities can support smarter, more informed digital decision-making. Here’s a peek at some of the metrics we monitor for our own business, including:
- Number of users
- New users versus returning users
- Average time spent on site and on page
- Top pages viewed
- Traffic sources
- Traffic by device
- Event tracking and conversion rates
We also use the platform to drill deeper, comparing trends over time, identifying seasonal fluctuations and assessing the performance of specific campaigns. We leverage features like dashboards and filters in Looker Studio to give our clients an interactive view of their data.
How Looker Studio Works With GA4
Google Analytics, now known as GA4, is one of the primary tools we connect to Looker Studio. GA4 is the latest version of Google’s popular analytics platform and offers new features and functionality compared with its predecessor, Universal Analytics (UA), including new data visualization capabilities.
As many companies migrate over to GA4, they may be wondering if reporting will be similar between GA4 and Looker Studio – and if you need both.
While GA4 reports may challenge Looker Studio’s capabilities, Looker Studio provides a variety of features that go beyond what GA4 can do on its own. While GA4 dashboards and reports just include GA4 data, Looker Studio can import data from other sources as well. This means you can use Looker Studio to track trends in your site’s performance, regardless of the data source.
Looker Studio also has a unique feature called “LookML,” which allows users to create custom data models and transformations. This means you can tailor your data to your specific needs, rather than being limited by GA4’s built-in reporting. Finally, Looker Studio’s robust sharing and collaboration features allow teams to share data and insights easily and efficiently.
If your company set up Looker Studio before switching to GA4, you may notice a few metrics are now out of sync. Here are a few adjustments to get everything working correctly:
- Average time on page: This was previously a standard feature in UA that’s no longer available in GA4. To configure, you’ll need to track the “user engagement” metric divided by “number of sessions.”
- Bounce rate: Tracking bounce rate with GA4 now takes an additional step as well. To configure, subtract the “engagement rate” metric from 1 to arrive at your bounce rate.
- Events: Simply update your Looker Studio connection settings to use the new GA4 event schema and ensure that you’re using the correct event names and parameters in your LookML code.
How To Set Up a Looker Studio Report
- Choose a template for your dashboard or create one from scratch. If you’re not sure, you can browse through templates to get an idea of what Looker can do.
- Connect your data source. Looker supports a long list of sources, including Google, MySQL, AWS Redshift, and more. Don’t worry if your data isn’t in Google – Looker will likely be able to connect to it regardless.
- Choose your metrics. These are the specific data points you want to track and analyze in your report. You can customize your metrics to fit your specific needs.
- Build your dashboard. You can add charts, tables, and other visualizations to help you understand your data. Looker makes it easy to drag and drop these elements into place.
- Share it with others. You can either create a share link so that others can access the dashboard directly or you can set up automatic updates to be sent on a regular basis. This makes it easy for others to stay up-to-date on changes and progress.
A Powerful Path To Data Insights
The digital landscape is growing more fragmented and complex by the day, but tools like Looker Studio make it infinitely easier to find your path forward. Taking the time to configure and customize the platform can deliver major ROI by helping you understand user needs, pinpoint website strengths and challenges, and craft the right digital strategy.
Crunched for time or not sure where to start? Oomph can help take the hassle out of data analysis by setting up and monitoring your Looker Studio dashboards. Get in touch to chat about your needs.
We are thrilled to share that our client, Lifespan, has been named to the Nielsen Norman Group 2023 list of the ten best employee intranets in the world. Award winners are recognized worldwide for their leadership in defining the field of UX. NN/g is dedicated to improving the everyday experience of using technology. The company has evaluated thousands of websites and applications and consulted for leading brands in virtually every industry since 2001 to select the 10 best intranets annually.
A Collaborative Process
Lifespan collaborated with our team on strategy, stakeholder management, UX research, UI design, and development. We developed the intranet’s information architecture and prototyped and tested tablet versions of the mobile intranet. Our engineering team conducted a technical discovery and completed the full intranet development, which included the intranet’s custom features and integrations. The result was an intranet that met employees’ personal needs while building a sense of community across Lifespan’s large organization.
“It’s wonderful to see the culmination of so much research, feedback, conversation, and collaboration be recognized and placed among some of the best brands in the world,” said Oomph’s Director of Design & UX, J. Hogue. “This intranet required 18 months of employee-focused strategy, research, design, testing, and development with the latest technology, security best practices, and accessibility design. The result supports employees and positive patient outcomes across the hospital system. We are intensely proud of the tailored approach the teams used to create a digital experience that reflects Lifespan’s company culture.”
Helping to Connect a Remote Workforce
Lifespan is a digital workplace, and the intranet is the hub that connects employees to the hundreds of digital tools and resources they need to deliver health with care every day. Most of Lifespan’s 16,000+ employees use the intranet on a daily basis to complete their work tasks, find information about benefits, and/or read the latest news. The intranet routinely sees more than 1M page views each month. Physicians, nurses, allied professionals, and clinical support staff often use the intranet to access policies and job tools that are critical for patient care and often needed immediately. Administrative support staff rely on the intranet to access information and third-party tools that are critical to such business operations as purchasing, finance, materials management/supply chain operations, and facilities maintenance to name a few. For all users, the intranet is a central hub for department information, professional education and training, news and events, the staff directory, HR and payroll information, digital tools request services throughout the organization (both clinical and administrative), and remote access to email. Most importantly, the intranet provides a place where employees can learn what’s happening across the Lifespan system and at each individual affiliate location.
“The team responded to the importance of communication and connectedness and used those themes as the guiding strategy when redesigning the intranet. They made it more accessible, user-friendly, and contemporary, thanks to their vision, planning, and execution,” said Lifespan Senior Vice President, Marketing and Communications, Jane Bruno. “Winning this award is a testament to the hard work of Lifespan’s marketing and communications and information services teams, and their collaboration with Lifespan’s digital design and development partner, Oomph.”
There’s no doubt that all of us at Oomph are extremely proud of the outcome as well and it’s even more gratifying to work side-by-side with an organization that’s so committed to improving the employee experience. After an award-winning collaboration like this, we look forward to continuing our partnership in the years to come.
More information about the 2023 winners is on the NN/g website. The winning intranets are also featured in the NN/g’s publication, Intranet Design Annual 2023: Year’s 10 Best Intranets. The publication includes a detailed case study on Lifespan’s intranet project and the vision, working methods, and management strategies underpinning its success.
Past recipients of the top 10 intranet award include BNY Mellon, Korn Ferry, The United Nations, Barclays, 3M, The Estée Lauder Companies Inc., International Business Machines Corporation (IBM), Princeton University, and JetBlue.
Interested in learning more about Oomph’s award-winning work? Take a look at some of our favorite projects and see how we make a difference for clients nationwide.
The full press release can be found at: https://www.lifespan.org/news/lifespan-named-top-10-best-intranets-world-nielsen-norman-group-nng