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Architecting for simplicity and
meaning amidst information chaos
Shopify Reports: A case study
Oh hey...
@virginiastart@_kyleaparker
Ottawa, Ontario, Canada
Prime Minister Justin Trudeau
Spring in Ottawa
1. Layer in complexity
2. Integrate design, content, and research
3. Embrace vulnerability
Today we’re going to talk about...
What is Shopify?
What is Shopify reports?
Disconnect between tasks and data
Bad data visualizations
It had to be approachable
How do you design business
reporting for 243,000+ merchants?
1. Layer in complexity
2. Integrate design, content, and research
3. Embrace vulnerability
Figure out what information
you’re dealing with
Business processes Store Channel Product Variant Customer Addres
Engagement ✓ ✓ ✓ ✓ ✓
Carts ✓ ✓ ✓ ✓
Checkouts ✓ ✓ ✓ ✓
Sale...
Define your information objects
Sales
Customers
Traffic
Products
See what else is out there
Do just enough mapping
Store
performance
Business
operations
How much did my store
make this week?
I need to do my
taxes.
Define and prioritize tasks
Shopify reports
Keep track of your project truisms
Do the hard work for our merchants
Are organized by merchant task
Can b...
Get out of the office
Eureka!
Think big, start small
Take one piece and make it your baby
Don’t pull the rug out from under your users
“Everything changed on the day of the
new design’s launch. All of a sudden,
everyone’s current knowledge was
shifted back–...
Before After
Implement in increments
Be scrappy!
To layer in complexity:
✓ Figure out what information you’re
dealing with
✓ Define and prioritize tasks
✓ Think big, start...
1. Layer in complexity
2. Integrate design, content, and research
3. Embrace vulnerability
Include everyone from
the beginning
Become experts together
Become experts together
Become experts together
Learn about your users together
Let content lead the way
Content first!
Don’t get trapped in
discipline silos
Keep other teams close
To integrate design, content, and research:
✓ Include everyone from the beginning
✓ Let content lead the way
✓ Break out o...
1. Layer in complexity
2. Integrate design, content, and research
3. Embrace vulnerability
“Vulnerability is the birthplace of
innovation, creativity, and change.”
- Brené Brown
Show off your work
(even if you think it sucks)
Show your work early and often
Get comfortable with feeling uncomfortable
Hold team health checks
Share honest feedback
Don’t gloss over the prickly bits
To embrace vulnerability:
✓ Show off your work
✓ Check in with your team often and
honestly
1. Layer in complexity
2. Integrate design, content, and research
3. Embrace vulnerability
Today we talked about how to...
Thanks!
@virginiastart@_kyleaparker
References
Designing Embraceable Change, Jared Spool
Just Enough Research, Erika Hall
NN/g UX Conference (Chicago, 2014)
T...
Images
Slide 3: flickr.com (Matt Wiebe)
Slide 5: vogue.com
Slide 6: cbc.ca
Slide 14: observer.com
Slide 31: bac-lac.gc.ca
...
Architecting for simplicity and meaning amidst information chaos (Shopify reports: a case study)
Architecting for simplicity and meaning amidst information chaos (Shopify reports: a case study)
Architecting for simplicity and meaning amidst information chaos (Shopify reports: a case study)
Architecting for simplicity and meaning amidst information chaos (Shopify reports: a case study)
Architecting for simplicity and meaning amidst information chaos (Shopify reports: a case study)
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Architecting for simplicity and meaning amidst information chaos (Shopify reports: a case study)

Presented at IA Summit 2016, Atlanta

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Architecting for simplicity and meaning amidst information chaos (Shopify reports: a case study)

  1. 1. Architecting for simplicity and meaning amidst information chaos Shopify Reports: A case study
  2. 2. Oh hey... @virginiastart@_kyleaparker
  3. 3. Ottawa, Ontario, Canada
  4. 4. Prime Minister Justin Trudeau
  5. 5. Spring in Ottawa
  6. 6. 1. Layer in complexity 2. Integrate design, content, and research 3. Embrace vulnerability Today we’re going to talk about how to...
  7. 7. What is Shopify?
  8. 8. What is Shopify reports?
  9. 9. Disconnect between tasks and data
  10. 10. Bad data visualizations
  11. 11. It had to be approachable
  12. 12. How do you design business reporting for 243,000+ merchants?
  13. 13. 1. Layer in complexity 2. Integrate design, content, and research 3. Embrace vulnerability
  14. 14. Figure out what information you’re dealing with
  15. 15. Business processes Store Channel Product Variant Customer Addres Engagement ✓ ✓ ✓ ✓ ✓ Carts ✓ ✓ ✓ ✓ Checkouts ✓ ✓ ✓ ✓ Sales ✓ ✓ ✓ ✓ ✓ ✓ Payments ✓ ✓ ✓ ✓ Taxes ✓ ✓ ✓ ✓ ✓ Gift cards ✓ ✓ Conversion ✓ ✓ ✓ ✓ The bus matrix
  16. 16. Define your information objects
  17. 17. Sales Customers Traffic Products
  18. 18. See what else is out there
  19. 19. Do just enough mapping
  20. 20. Store performance Business operations How much did my store make this week? I need to do my taxes.
  21. 21. Define and prioritize tasks
  22. 22. Shopify reports Keep track of your project truisms Do the hard work for our merchants Are organized by merchant task Can be saved and favourited Etc.
  23. 23. Get out of the office
  24. 24. Eureka!
  25. 25. Think big, start small
  26. 26. Take one piece and make it your baby
  27. 27. Don’t pull the rug out from under your users
  28. 28. “Everything changed on the day of the new design’s launch. All of a sudden, everyone’s current knowledge was shifted back–almost to the point of a brand new employee.” - Jared Spool
  29. 29. Before After Implement in increments
  30. 30. Be scrappy!
  31. 31. To layer in complexity: ✓ Figure out what information you’re dealing with ✓ Define and prioritize tasks ✓ Think big, start small
  32. 32. 1. Layer in complexity 2. Integrate design, content, and research 3. Embrace vulnerability
  33. 33. Include everyone from the beginning
  34. 34. Become experts together
  35. 35. Become experts together
  36. 36. Become experts together
  37. 37. Learn about your users together
  38. 38. Let content lead the way
  39. 39. Content first!
  40. 40. Don’t get trapped in discipline silos
  41. 41. Keep other teams close
  42. 42. To integrate design, content, and research: ✓ Include everyone from the beginning ✓ Let content lead the way ✓ Break out of discipline silos
  43. 43. 1. Layer in complexity 2. Integrate design, content, and research 3. Embrace vulnerability
  44. 44. “Vulnerability is the birthplace of innovation, creativity, and change.” - Brené Brown
  45. 45. Show off your work (even if you think it sucks)
  46. 46. Show your work early and often
  47. 47. Get comfortable with feeling uncomfortable
  48. 48. Hold team health checks
  49. 49. Share honest feedback
  50. 50. Don’t gloss over the prickly bits
  51. 51. To embrace vulnerability: ✓ Show off your work ✓ Check in with your team often and honestly
  52. 52. 1. Layer in complexity 2. Integrate design, content, and research 3. Embrace vulnerability Today we talked about how to...
  53. 53. Thanks! @virginiastart@_kyleaparker
  54. 54. References Designing Embraceable Change, Jared Spool Just Enough Research, Erika Hall NN/g UX Conference (Chicago, 2014) The Power of Vulnerability, Brené Brown
  55. 55. Images Slide 3: flickr.com (Matt Wiebe) Slide 5: vogue.com Slide 6: cbc.ca Slide 14: observer.com Slide 31: bac-lac.gc.ca Slide 46: @jazyfent Slide 55: thewallpaper.co Slides 10, 21, 23, 34, 45: unsplash.com

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