It’s been a while since you’ve heard from us here, so let’s change that! By ‘us’ I mean the user experience design team at SDL; a small group of design thinkers, prototype tinkerers and interface artists. Rest assured, we haven’t been lazy or out surfing. We’ve been working hard on a variety of exciting projects and products.
One of the projects we’re really excited about is a new user experience design for SDL Tridion Sites. It’s still early in the process, but far enough to get our community to validate and provide feedback. And that’s where you come in! :-)
I’m sure you’ve seen the recent announcement around SDL Tridion DX, which harmonizes SDL Tridion Sites (former SDL Web) and SDL Tridion Docs (former SDL Knowledge Center) into one suite. If not, check it out here! We think this is excellent news as it allows us to rethink and redesign how these products work, look and feel. So, how do we start?
We know that each product serves different user communities: marketing departments for Tridion Sites, and product and support teams for Tridion Docs. Both of these communities often work on content that eventually ends up on the same web pages, whether that’s a marketing campaign, an interactive product configurator, a shopping experience, or a support article.
Through our ongoing research, we have made a lot of friends in both communities, and recognize that in many organizations these content teams are still quite separate. But we also see that organizations can no longer afford to operate in silos. Today’s rich and engaging customer experiences require efficient and integrated solutions in which collaboration and transparency are key.
Scenarios involving content mashups and content API use require many moving parts to coordinate and (inter-)operate. Content needs to move through a content lifecycle process in an efficient and directed manner. We think we can support that very effectively by aligning and evolving the user experience and user interfaces of both products, Tridion Sites and Tridion Docs.
I would like to share the results of the first iteration of this design process in this and the next post, providing the broad strokes of our experience design direction, including many concrete and visual examples to make it as tangible as possible. Consider it a minimum viable concept design which we build to learn. So please stick with me, even though it’s a bit of a long read, and provide your feedback in form of a comment below!
SDL’s user experience design team works across all SDL projects. We are a small but well-connected community, so we exchange our work and learn from each other, even though we serve entirely different markets and domains.
The new Tridion DX interface paradigm originated in a different domain, for different user needs and requirements. In the last few years, we launched a variety of services for professional translators with our Language Cloud offerings. The challenge was to design new user experiences for individuals and small teams who would review and assess our offerings on a public website, comparing us against other online services.
This meant that all of the flows and interactions needed to be engaging, relevant, valuable, and most of all, self-service. While subscription plans and trials make it easy to win subscribers, they are just as easily lost if they don’t see value or dislike the user experience. The marketing messages, visual content, sign-up and onboarding all had to be simple, intuitive, modern and appealing.
This context informed a new user interface design language, which we later called the Graphene UI. This is the result:
Our previous product UIs followed the ‘Carbon’ metaphor: a strong material for highly specialized applications in enormously complex and demanding circumstances. This metaphor reflected our enterprise customers’ day-to-day reality, so this was a good UI metaphor at the time.
The Graphene UI also follows this ‘UI materials’ metaphor. Graphene as a real material is considered the material of the future: truly two-dimensional, 207 times stronger than steel and bendable. It conducts heat and electricity efficiently and is nearly transparent… think what you can build with that!
Graphene is the perfect metaphor to describe our ambition to create a new class of user interfaces at SDL.
This new UI design language should be state of the art in terms of aesthetics and visual design, it should firmly carry the SDL brand, it should be robust and strong enough to carry the weight of highly complex enterprise implementations, and it should be flexible enough to adjust and adapt to the variety of digital channels, contexts and devices our customers use today and tomorrow.
Our journey towards this new design language started with Translation and Localization Management products, including SDL Trados GroupShare and the SDL Language Cloud Translation Toolkit, which have already been released with a new Graphene UI. Others are currently being worked on.
From these products, we learn and actively collect feedback to further inform the development and evolution of the Graphene UI. Now we have started translating the Graphene UI to Tridion DX, starting with Tridion Sites. It’s a balancing act, maintaining the level of simplicity and usability that inherent to the promise of Graphene, without compromising the flexibility and extensibility of the Tridion Sites product.
But what would a design challenge be without a good set of constraints, right?
We started the discussion on how to design and build this new user interface across the various Tridion Sites design, development and architecture teams. From a UX design perspective we assume a full responsive user interface, that seamlessly scales to a variety of different devices and form factors.
While we are not yet taking a “mobile first” approach, as this does not represent the context and the preferences of the majority of our user base, we will ensure that all screens are fully designed for touch interactions and gracefully scale to mobile.
The below screen gives an idea how a typical Tridion Sites “list screen” translates to the new Graphene UI. It’s simple and clean, gently exposing our new corporate brand identity, with much more white space and a clear focus on relevant and applicable information and controls.
However, we know that changing the look of the UI, and making it responsive and touch friendly, does not radically alter the overall user experience.
The Tridion UI was built on the hierarchical content structure that sits at its core. For implementers or admin users who know their way around the setup, this poses no difficulty and makes this structure quite intuitive. However, for business users such as content owners, copywriter and web designers, this poses an unnecessary level of complexity, distracting them from their main focus and passion: the content itself.
Improving the user experience for these users can be achieved by abstracting the complexity that comes with each implementation to a business process level. These business processes revolve around content lifecycle management and deserve a prominent spot in the user interface and overall information architecture.
Taking into account the Tridion information architecture and the need to make the experience and task flows more intuitive led us to these questions:
Of course, every company is a little different, works in a different way, and has different goals and objectives, so we had to generalize and idealize. We applied the Jobs To Be Done (JTBD) framework as a tool to map the individual “jobs” every company needs to get done and for which it would “hire” products.
We followed a typical content lifecycle process and clustered jobs into main categories, drawing an idealized flow from planning through to archiving and retiring content.
This categorization and flow is more aligned with a business user’s mental model of Tridion Sites. We used it as the basis for the overall information architecture and navigation setup. We are also very conscious of the needs and requirements of our technical user base as well, since both users need to find their way through the UI quickly and effectively.
We chose the main navigation sections to correlate with the roles and job profiles within our customers’ organizations. This will allow for hiding or deemphasizing navigation options for different groups of personas to ensure individual users will see and use options relevant and necessary for their workflow, allowing for more focus and providing implicit guidance for the task at hand.
In addition to the structural change, we changed the visual representation of the main and sub navigation to be visible at the top of the screen and not hidden away in a slide-in menu.
When you enter your office or home you would like to be welcomed and feel comfortable. Why should this be any different when you enter a web content management system? We took this analogy to work on the Tridion Sites first touch and onboarding experience.
Like the lobby of an office building, a first time a user will be greeted on a welcome screen, like in the lobby of an office building. After logging in for the first time, the users is provided with all the information needed and wanted, such as a general or personalized video, step-by-step guides, quick access to learning material and documentation, prompts for required setup activities.
Of course, this also includes the ability to adjust and change the login experience to the individual needs of a user as she grows into and expert and more experienced user. The idea is that the UI grows with the individual user, becoming more sophisticated as the user requires more expert functionality.
The example below shows this behavior of the user dashboard which transforms from a general welcome screen to a more personalized and advanced dashboard.
Please consider the startup screen as an example. We want to improve the out-of-the-box character of Tridion Sites altogether. The goal is to provide a standard setup that comes with good defaults so that customers can use it from the start and do not necessarily require extensive configuration.
The "Dashboard" section is the “home” of the main navigation and where you would enter Tridion Sites. Dashboards will provide a powerful and flexible way to quickly access data and any kind of information in a short, visual, summarized format.
We also expect dashboards and their information to become the key screens that users will consume most when using mobile devices ‘on the go’. For this interaction, we will continue to follow the “better out-of-the-box experience” principle, providing a handful of relevant preconfigured dashboards, including the “cards” and connectors that come with them.
This individual user dashboard will provide a personalized view on tasks, notifications, shortcuts and key metrics. The data and cards on this dashboard will vary depending on the user’s role, behavior and preferences.
A content reports dashboard could also come out of the box, providing a variety of information and metrics directly related to content stored in and managed by Tridion Sites. This type of dashboard would not be personalized but would show system and content metrics. In addition to the mobile device ‘quick peek’ example, use cases for this type of dashboard include kiosks and large screen displays in physical team spaces, as a live view on what’s happening in Tridion Sites.
Our main strategy for the dashboards relies on the experience, competence and creativity of our developer community and implementation partners, who are closest to the needs and characteristics of any specific customer implementation.
These professionals have a deep understanding of the type of data and information which should be represented as dashboards. So be assured that your support, guidance and documentation towards developing and connecting new cards, connectors, whole dashboards and more will be as essential as developing the dashboard mechanism that will come with the product.
When analyzing and categorizing the jobs related to content lifecycle management, we see that in reality many organizations use a small core of Tridion teams that run multilingual websites, globally distributed and working on multiple projects at the same time.
Most organizations run a form of agile, meaning processes keep changing and evolving, so static or inflexible workflow models won’t work or help. This is where the previously mentioned abstraction layer around business processes will enable a much larger marketing audience to run and contribute to content lifecycle projects while at the same time managing the underlying content in Tridion Sites.
This layer will manifest in a new navigation section called “Activity”, dedicated to everything around tracking tasks and getting work done. It comes with “Updates” which provides a simple and personalized overview what happened in Tridion Sites since the last login. The stream would allow for filtering updates for a specific project, product, publication, country, language, team, event, workflow status… you get the idea.
Although the actual business processes our customers deploy and run are all different and unique, they all contain the concept of “projects” in one way or another.
A Tridion Sites project could have its own updates stream, a list of collaborators, deadlines and milestones (e.g. for content review, translation, publish and unpublish content, etc.), tasks and assignees, translation jobs, and related content or placeholders, which has to be created and published.
Providing project managers with the ability to create and manage web projects, assignments, deadlines, milestones, teams, tasks and placeholder content at a publication or folder level will allow team members to focus on content creation, review, optimization and publishing tasks. It will alleviate the need to be concerned with the actual BluePrint structure, which can be overwhelming and sometimes unnecessary for an inexperienced user.
Besides “Updates” and “Projects”, you will also find “Workflow” and “Translations” in the “Activity” section. Workflow provides familiar access to all workflow activities on your or your team’s name. They are listed independent to the project they belong to. This will allow users to track tasks across multiple projects that run in parallel.
The new Graphene UI aims to provide this information and representation in an integrated and in-context way. We aim to avoid pop-up windows as much as possible to account for seamless mobile and tablet experiences. Lists of items, for example, will include several different “views”, allowing items (content, tasks, projects, etc.) to be represented in all kind of formats and visualizations (besides typical grids and lists).
For workflow and translation jobs we are exploring a “Kanban View” so you can represent your team’s tasks on a typical Kanban board and use it in your daily team standups. For “projects” which also have a time dimension, we are exploring editorial calendar views and Gantt chart representations for project planning and resource allocation.
In-house linguist reviews of returning translation jobs will also become a seamless experience as we will be using our SDL Online Editor, a web based translation editor and review tool, which already adopted the Graphene UI and will plug in seamlessly.
You could argue that “Dashboards” and “Activities” including “Projects” will be all what marketing and content creation teams need to get their work done. They might not even require access to the additional navigation sections and as a consequence would enjoy a radically simplified user interface.
But obviously, somebody needs to do the “heavy lifting” and those personas need efficient access to the deeper layers of Tridion Sites including all its complexity.
This will be subject of the next post on this space. How the Tridion Sites Graphene UI will address the demands and expectations of our tech-savvy implementation and expert user community, and how the new UI will look and feel for them. So stay tuned for Part 2!
We are curious what you think! We can only learn and evolve if we hear from you and understand you better! So please leave any feedback or questions you might have below this post and continue the conversation there.
SDL’s User Experience Design Team!
Have you explored connectors to productivity tools, such as Jira, for the Projects aspect?
Karim Mazzoni I've heard one JIRA Integration request which I asked Mark Vlasenko to look into an example (see his Alchemy extension).
Maybe this is an interesting candidate for our Connectors. See: community.sdl.com/.../integration-to-create-jira-items-or-requests-from-the-context-of-a-website.
I know we use JIRA, but how does it fare compared to other work tracking systems?
Philipp Engel: impressive!
To be clear, we might start working with the new UI/UX approach for Tridion Sites 9 but this is definitely for beyond 9, right?
I suspect moving from a slide out navigation to top navigation would help keep context and frequent tasks nearby. For example, one complaint we've had on Translation Jobs in the slide out meant it was farther away from the actual working area and content you're translating.
I'm wary of simplifying too much for all users. I'm glad you called out more personas beyond the occasional user. :-)
Though I'm also aware of the initial learning curve with any software. I'd expect the onboarding experience to be something you could revisit as a user if you wanted to. Ideally you'd also be able to see implementation-specific information.
I'm a bit meta in that I feel the UX should be easy for users but also easy for power users and implementers to guide other users. See some of these kinds of features that I love about Tridion: www.createandbreak.net/.../training-your-sdl-tridion-cms.html
I think our biggest opportunity and challenge is in choosing what to focus on first and validating those Graphene implementations with customers and especially end users. The transparency (this far upstream) is definitely welcome and refreshing!
What I like best about the new approach is the task-oriented perspective. From a documentation viewpoint, this is a major breakthrough, allowing us to make our help topics context-sensitive, which we can't really do now. And from a usability viewpoint, it works wonders to make the interface less intimidating and overwhelming.
I do wonder, though: where do you do "auxiliary" tasks like creating a Folder, navigating through a publication, and other stuff like that?
Karim Mazzoni We have not explored connectors in-depth yet, but yes we discussed the need to connect Projects and related tasks to industry standard tools such as Jira, Trello, Asana, etc. We will make sure that connectivity is possible via API and see which connectors we will provide out of the box and which could be provided by the community.
Alvin Reyes Yes this is beyond Tridion Sites 9.
And yes we are more than aware of the special needs for power users and implementers, I will address design concepts for them in the second part of this post next week.
But to your question - I agree that the content of an onboarding experience (and the entire implementation setup for that matter) should remain flexible and adjustable for implementers so they can make it specific and relevant to each implementation and the needs and characteristics of the individual customer. This is much easier of course if the "default" setup is provided in a way that works great as it is, but that is also simple to adjusted so you can focus on the elements that really make a difference. We will certainly review your proposals and ideas from www.createandbreak.net/.../training-your-sdl-tridion-cms.html
Thanks for your feedback!
Mathijs Panhuijsen Thanks for your feedback, glad you like our direction.
Creating folders and managing publications will be part of the next weeks post, which focuses on tasks and needs of the implementation and power user audience. Stay tuned!
Part 1 Feedback.
Overall, I think the design will be appealing to the SDL user base - both technical and content users.
I think the CME UI will initially be a learning curve for those who are in there on a daily basis, but general concepts like Publications and list views within should help with any initial confusion – as far as browsing directory levels and ultimately finding your content items.
Consideration - Seems like the perfect time to ask within the CME, do we really need to have “Type” column carried forward within the list view; considering it is also accompanied with an icon that distinctly separates the different types? I know in our implementation, I had to swap that column for a Schema Name Column, which is much more necessary when looking at items in a list view.
- Overall UI redesign
- Concept of “Roles and Personas”
- Love the “Activity Updates” stream
- Workflow and especially Translation cards will be popular, qq is there a DXA for Tridion workflow or is that coming from Translation Manager workflow?
- “Navigation” what if we are not using SDL personalization or any navigational item, can we hide it? For example, if we are not using SDL Personalization, is the “Targeting” tab in the navigation still visible?
- “First-time Login” page will it ship with a SDL Product video and/or will we have an opportunity to upload our own branded implementation video there instead?
- "Dashboard" What about an api that we could hook into here? For example, hook into the web traffic from a vendor like Adobe or Google for analytics could work well as apart of the dashboard cards (or maybe as prewired widgets to choose from?),
- Looking at it from a more decoupled presentation model where those insights are loosely tied to the content and templates inside of Tridion
- Overall the evolution of the “Repeated Login” experience is a pretty cool new concept, and although I could see use-cases where this would work with well with decentralized teams (and centralized teams with the Translation metrics alone), I also think the users could complain that this is duplicated effort of what is in our daily scrum tools.
- Looking more into Dashboard - What would work well (for us) would be if it was an api and we could pump from our scrum tool into this space or some sort of ux combination or if a better spot would be in the “Projects” sub navigation of “Activity”.
- If you’re in an organization that has daily scrum’s that ultimately bubble up to scrum of scrums meetings, it could be duplicate work to use other options as far as Agile methodology tools considering most of those tools are dictated down at an organizational level.
- Considering the majority of all of the activity will be coming from a Production environment, and our Project Managers are not users within Production (or any instance) where content and owners of that content are extremely sensitive. However, other organizations might have users that wear many hats.
Hi Andrew Ross thanks for your feedback! Really appreciate the effort and are excited to hear that you think it’s a good direction.
Let me respond to your questions:
Type Column: You are correct to ask if we should have a “type” column in the CME lists (As this is not the most useful one). I actually envision the new UI to work as most modern web applications: You get some default columns for a list, which should represent a reasonable and useful selection (and “type” might not be in there). But a right click would reveal a whole range of other data column that you can add as well. Drag and drop should be the way to rearrange. This could be saved per user and list type (e.g. all lists for “folder” will show that).
Navigation: Should be personalized according to roles and permissions. So a user should only see the navigation options she needs (and that might exclude “Targeting” already), but if your organization does not use “Targeting” at all then it would be hidden of course.
First time login: This follows the general UX strategy for most of the UI which is: Provide a good and reasonable default (e.g. a generic “welcome to Tridion” video) but make sure it’s easy to customize to the needs of the particular customer.
Repeated Login: This is an example how a landing page could change from “very simple – what’s her to see” to “here are the information and actions you need for your job”. So the question would be: What would useful and relevant for your users when they enter Tridion?
Agile/Kanban boards in Tridion: I understand your concern regarding duplication of tasks and boards, especially as all organizations have existing tooling (e.g. Jira) that does this very well. We are discussing this at the moment. I think a better strategy would be to expose tasks in Tridion via an API towards such tools (e.g. Jira) and allow some basic visualization and interaction (e.g. moving a task from one column to the next) in case a customer does not use any other tool.
Again thanks a lot for your feedback! Let me know if you have more.
I've definitely heard requests to remove the type column, especially since it's implied by context and the item icons already.
Perhaps it wouldn't be in a future version of Tridion Sites or it could be replaced by something more specific (or maybe actionable), like the specific schema rather than just the fact that something is a Component.