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The Fit & Finish Balancing Act

Back in March of this year, Frank Hayes a columnist for ComputerWorld (one of my favorite weekly magazines), wrote a fantastic article called “Innovate Big.” I loved this article so much I cut it out of the magazine and posted it on my office door for everyone to see. We can related to this article in many ways on Windows. We look at this challenge as a balancing act. There are many legacy components in Windows were we want to update the text, but many times we shouldn’t touch that because it causes frustration for our users. Yes, I’ll be the first to admit that we’ve definitely went ahead and made minor changes which goes against these principles, but generally we try to stay away from it.

The challenge for Fit & Finish is that we want to polish UI over time but can we do that without affecting user’s habits in a bad way? Also, does the change out weigh the cost (for making the change & the user’s learning cost)?

Many people don’t realize this but these changes come with a surprisingly high “tax” that goes into updating Icons, changing text, replacing a graphic, etc.  I’d like to share with you what goes into some of these changes:

“Taxes” for making a small change:

  1. Someone needs to prepare the change
    • Text change – The writer needs to write the change and an editor needs to approve it.
    • Icons – The Icon designers need to make the Icon and provide all the right Icon sizes.
    • Graphics – The graphic designer needs to design & create the graphics.
  2. Someone needs to make the change
    • If a developer checks this in, it takes time away from other issues.
  3. Test needs to verify the change
    • Verify the change is correct before it gets “checked in.”
    • Verify the change is correct when it shows up in the build.
  4. Localize it (the most expensive “tax”)
    • Does this change require any localization?
    • Do we need to provide any additional resources for each locale?
  5. Accessibility
    • Does it affect Accessibility in any way?
    • Does this change break the High Contrast experience?
    • Does this change break the High DPI experience?
  6. Geopolitical
    • Are there any geopolitical issues with this change?
    • Do we need to provide other resources for other regions so it’s geopolitically safe?
  7. Legal
    • Are there any legal issues with this change?

As you can see, there really is more to it than just making a quick update. You’ll notice that we did “pay the tax” in many areas, especially with Icons. There are other pre-existing conditions we need to think about especially for legacy (already shipped) components:

  • Will we interrupt the user’s workflow?
  • Will the new change cause additional confusion?
  • Does this affect any existing help documentation for Microsoft or any third party documentation?
  • Is a Knowledge Base (KB) article required after this change?
  • Is this a change worth making?

Quoting directly from Frank Hayes’ article, Innovate Big about small innovation:

“Users hate that. And they're right to hate it. Broken habits aren't just an inconvenience. Habits are part of a user's work process. And a smoothly running process means productivity. Break users' habits, and you've broken the process, spiked productivity and forced users to develop new habits. That takes weeks at best, and months if the old habits are deeply embedded.

That's the price of small-scale innovation. It's a price that can be measured in lower productivity and higher training and support costs, user dissatisfaction and damage to IT's reputation. Look, IT people like little innovations. They're easy and cheap -- for us. But for users, those small, cosmetic "improvements" can be pure misery. And too often we ignore just how much they really cost.

Is there a benefit to your innovation so big that it's worth that price? Then go for it. Never underestimate how disruptive small changes can be, but never let that prevent changes that are really necessary.

But if there's no real benefit to a small change, don't do it. In fact, work hard to keep those small-scale, user-level details the same. You'll have happier, more productive users and an easier time supporting them.”

Let’s look at an example of a small text change. The “Computer Name” tab under the “System Properties” dialog has always bugged me. I’m not a fan of the text that we display to “Join a domain.” We could easily change the supporting text and the push button text to make more sense, but what value do we add if we change it?


It’s still the old cruddy interface; would we really improve anything if we change the text? In my opinion, no, we wouldn’t. There are many people that are already “trained” to use this UI and it would just be a disruption for them. Sure, there is probably an inherent affordance for users that do this frequently, but how often are you joining a domain (although if you work on Windows you do this everyday Big Smile)? The pain here is for product support folks out there that need to go update screen shots, and help documentation referring to how to join a domain. Yes, you will need to do that anyway for many of the features in Windows, but why add the hassle for this legacy UI component?

Vinny Pasceri
Aero Program Manager

Published Monday, September 18, 2006 5:47 PM by vinnyp
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Comments

 

The Vista “Fit-and-Finish” Battle Continues at MSTechToday said:

September 19, 2006 1:26 AM
 

Andre Da Costa said:

A very enlightening post Vinny, thank you. But to be honest do you expects us to accept that 20 years from now, Joining a Domain should be the same way as today?

I think you guys need to bite the bullet, any IT folk not streamlining documentation or providing training to transition to a new OS is a very bad one. If changing an icon is gonna disrupt someones workflow, imagine what the entire OS (Vista) is gonna do to that experience.

For example, the new approach to logging onto a Domain is rather complex, compared to the simple, Type in your username, password, select your Domain using Classic Log On. This DOMAIN\User is sure to be more disruptive than improving experience of joining one.

Another step back especially when it comes to user experience is networking in general. The array of networking options is sure to confuse users. You have Network, Network & Sharing Center, Manage Network Connections, Connect To, Network Topology.

Also, the over use of dialogs, why has Personalization become so tedious, so many dialogs, screensavers, backgrounds, colors, Display Properties was doing just fine. Why didn't you use collapsible panels similar to Computer? I think System Properties, where the link to Advanced System is located, could have been explorers instead of dialog windows, using a modal approach. As for updating icons, I think you guys could have gone the extra mile, the Folder Options > General tab, the Task icon is still the same old one from Windows 9x.

Personally, I think some interest in UI was lost along the way, and who can blame you. With the bad start that was Longhorn, the reset in 2004 I think the focus changed to just getting this thing shipped. Going forward, the Windows Shell needs to rethink Windows and the UI, you need to put some foundation into it and understand that letting go with the past will be a opportunity for a better user experience which leads to better productivity in the future.

The mixture of dialogs and windows need to end, legacy icons need to be removed and updated.

Thank you

September 19, 2006 11:49 AM
 

vinnyp said:

Andre, thanks for the feedback.

My point above was that in many cases it doesn't make sense to make small changes (like text changes) to slightly improve legacy UI. The right thing to do for that UI is to rebuild it from the ground up properly.

As for control panels, there is still a ton of work that needs to be done. We have to many CPLs which use the old & new look together and it looks disconnected. Many of the CPLs needed to be touched in Vista to obey UAP guidelines. My hope is that in future releases you won't see the legacy tabbed dialogs at all, they will all be in-line in explorer.

September 19, 2006 1:35 PM
 

Andre Da Costa said:

Vinny, I am working on a concept I will post soon in the Windows Shell Forums, just to give you an idea what "I" believe users want to see in the future. I think the focus of UI should be, its just there. The digging needs to end, Office 2007 is a great example of this moving forward with a great UI (Ribbon).

September 19, 2006 5:42 PM
 

PatriotB said:

Regarding icons... one big problem is not that you don't have new icons, but that you don't have new icons *consistently* throughout the product.

Have you looked at Long Zheng's blog entry regarding the 4562 icons in the system32 folder ( http://www.istartedsomething.com/20060903/microsoft-4562/ ).  Yes, there are lots of excellent new Vista style icons.  Yes, there are some rarely-used (or never-used) icons that you guys didn't get around to (and that's ok).

What really gets me is how many places the old icons are still present **when a corresponding new icon is already made and available.**  Here's just a few of the first examples that I see:

- Zooming in immediately where the Flash starts off, I see Win95-style disk & CD icons in msihnd.dll.  Why are these not replaced with the new Vista-style icons that have already been created?

- The various IME dlls contain XP or earlier icons

- Hhctrl.ocx contains hideous pre-95-style icons!  (I bet these aren't actually used anywhere, but still...)

- Throughout, there are dozens of copies of Win95-style IDI_WARNING (the yellow triangle warning icon), as well as XP versions of it.  Replace them ALL with Vista's!

Actually, in the last case, there simply shouldn't be any extra copies of the yellow triangle at all.  DLLs shouldn't need to contain their own; they should all be using LoadIcon(NULL, IDI_WARNING).  Period!  I will say that you guys are *slowly* moving in the right direction, through the addition of SHGetStockIconInfo and Imageres.dll -- creating a *supported & documented* way to obtain common icons.

September 20, 2006 4:08 AM
 

Janne said:

Andre Da Costa, I agree with you 100%, those are my exact thought when using Vista.

Nothing bothers me more than the constant stream of pop-ups, dialogs, message-boxes, questions, balloon tips etc. It's in my face all the time, disrupting me in my workflow all the time, and it seems even worse than in XP. For example a simple common task to download and install a program in IE, it takes an amazing amount of different windows and dialogs and clicking to accomplish, from determining file location to overriding security and going through lenthy setup wizards.

The other thing I expected so much more from was integration. But it seems that integration of data in Vista is even worse than in XP. Vital, elementary information can be stored in Windows Mail, in Windows Contacts, in WIndows Live Mail Desktop, in Outlook and where not, and the integration between them is next to none. Other obvious things like Photo Gallery and Media player, why don't they utilize the Index in Vista? If we tell Vista to index a folder with Pictures,  why do we have to tell each separate Vista-application the same thing? Why doesnät Windows Photogallery for example just look in the Index and find me the pics. Why is the user required to micromanage obvious and simpe things like this?

And finally, as has already been pointed out, the inconsistencies. The Office 2007 team succeded in making a new, innovative UI, because they had the courage to replace the old with new, and did a lot of testing and research. In Vista, it seems the developers just wanted to bow and bend to each and every customer. Instead of reworking things, it seems a lot of new stuff has been added, and all the old stuff has been kept, and the result is inconsistent, overly complex and confusing mix of old and new. And is really shows that a lot of teams have worked on it, all with their own set of UI guidelines and ideas.

So, that was my take on Vista. Better than XP, but so much, much less than what I would have hoped for after 6 years of waiting.

September 20, 2006 5:49 AM
 

vinnyp said:

PatriotB, the Icon team is doing the best they can to update as many Icons as possible in the system. It comes down to time & cost. As I mentioned in my post, there's always a small "tax" we need to pay when we replace these Icons. Heck, even *I* checked in new Icons to help out the Icon team (PMs really don't do that ;) )!

Rest assured we're doing the best we can to update as many Icons as possible. If we miss any, we'll get to them in the next release.

September 20, 2006 1:30 PM
 

vinnyp said:

Janne, we agree with you. DaveVr has said in some of his comments & forum posts that he understands the frustration you have and his team has worked hard to help drive consistency. This is what happens when you have many teams at Microsoft building Windows UI; some times consistency falls through the cracks. We definitely need to do a better job here. Thanks for your feedback!

September 20, 2006 1:33 PM
 

azz0r said:

Bite the bully. Don't be lazy.

So what if you have to update the documentation. Thats what you're paid todo after all - improve Windows.

Its only a small improvement but its an improvement none-the-less.

September 20, 2006 2:48 PM
 

Windows Vista Team Blog said:

Over at the Windows Shell blog, Program Manager Vinny Pasceri explains the balance necessary to be struck...

September 21, 2006 11:43 AM
 

dejuid00 said:

As long as you used the Computer Name tab as an example...

Why not just have one wizard?

I never understood Network ID - it seemed a whole lot more work for what I could just quickly do with Change.  But on an NT domain, you aparently now must use the Network ID button/wizard, or Vista fails to join.  Maybe that is a bug - I doubt MS would fix it if it were... out of support and all.  But now that I've used the wizard, it seems really not any more trouble than the Change dialogue.

September 21, 2006 11:56 AM
 

Andre Da Costa said:

Oh, I forgot, the Network ID wizard displays an XP style networking icon on the unnecessarily huge title bar wizard.

Also, Map Network icon and System Properties is still old style on the command bar in Computer explorer.

You need to also update the XP style icons on some of the UAC dialogs.

Thanks for agreeing with me Janne. I hope for the next release, I personally, think it will be a next major release way out in the future, the focus should definitely be on the UI. Vista is still a major under the hood release not specifically an improvement for the end to end UI aspect of Windows. Although AERO does improve it in certain areas.

September 21, 2006 2:24 PM
 

Avanade.Employees.JoeF.Blog::Title said:

Found this article on the Windows Shell Blog today. This discusses how decisions are made around...

September 21, 2006 5:02 PM
 

James O'Neill's blog said:

One of the blogs that I've found a lot of people seem to be linking to is the "Shell blog". One of the...

September 26, 2006 11:03 AM
 

krizoitz said:

Its true, sometimes you leave something a little broken because changing it causes more trouble than its worth.

On the other hand, sometimes its a GOOD thing to break users of bad habits, even if it means some pain in the short run.

September 28, 2006 6:00 PM
 

Windows Vista Team Blog said:

Over at the Windows Shell blog , Program Manager Vinny Pasceri explains the balance necessary to be struck

October 26, 2006 2:06 PM
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About vinnyp

I'm a program manager on the Windows Shell Team working on Aero. I've been with Microsoft and the Shell Team for four years and all I've known is Windows Vista :) For Windows Vista I worked on Themes, Common Controls (comctl32), Task Dialog, Aero Wizard, High DPI, Display & Personalization CPLs. Have any questions about those areas? Just drop me a line!
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