When we conduct moderated research, like user interviews or usability tests, for our clients, we encourage them to observe as many sessions as possible. We find when clients see us interview their users, and get real-time responses, they’re able to learn about the needs of their users in real-time and be more active participants in the process. One way we help clients feel engaged with the process during remote sessions is to establish a real-time communication backchannel that empowers clients to flag responses they’d like to dig into further and to share their ideas for follow-up questions.

There are several benefits to establishing a communication backchannel for moderated sessions:

• Everyone on the team, including both internal and client team members, can be actively involved throughout the data collection process rather than waiting to passively consume findings.
• Team members can identify follow-up questions in real-time which allows the moderator to incorporate those questions during the current session, rather than just considering them for future sessions.
• Subject matter experts can identify more detailed and specific follow-up questions that the moderator may not think to ask.
• Even though the whole team is engaged, a single moderator still maintains control over the conversation which creates a consistent experience for the participant.

If you’re interested in creating your own backchannel, here are some tips to make the process work smoothly:

• Use the chat tool that is already being used on the project. In most cases, we use a joint Slack workspace for the session backchannel but we’ve also used Microsoft Teams.
• Create a dedicated channel like #moderated-sessions. Conversation in this channel should be limited to backchannel discussions during sessions. This keeps the communication consolidated and makes it easier for the moderator to stay focused during the session.
• Keep communication limited. Channel participants should ask basic questions that are easy to consume quickly. Supplemental commentary and analysis should not take place in the dedicated channel.
• Use emoji responses. The moderator can add a quick thumbs up to indicate that they’ve seen a question.

Introducing backchannels for communication during remote moderated sessions has been a beneficial change to our research process. It not only provides an easy way for clients to stay engaged during the data collection process but also increases the moderator’s ability to focus on the most important topics and to ask the most useful follow-up questions.

“Close your eyes and name three people who have impacted the tech industry.”

In all likelihood, that list might be overwhelmingly white and male.

And you are not alone. Numerous lists online yielded the same results. In recent years, many articles have chronicled the dearth of diversity in tech. Studies have shown the ways in which venture capital firms have systematically underestimated and undervalued innovation coming particularly from women of color. In 2016 only 88 tech startups were led by African American women, in 2018 this number had climbed to a little over 200. Between 2009 and 2017, African American women raised $289MM in venture/angel funding. For perspective, this only represents .0006% of the $424.7B in total tech venture funding raised in that same time frame. In 2018, only 34 African American women had ever raised more than a million in venture funding.

When it comes to innovation, it is not unusual for financial value to be the biggest predictor of what is considered innovative. In fact, a now largely controversial list posted by Forbes of America’s most innovative leaders in the fall of 2019 featured 99 men and one woman. Ironically, what was considered innovative was, in fact, very traditional in its presentation. The criteria used for the list was “media reputation for innovation,” social connections, a track record for value creation, and investor expectations for value creation.

The majority of African American women-led startups raise $42,000 from largely informal networks. Criteria weighted on the side of ‘track record for value creation’ and ‘investor expectations for value creation’ devalues the immense contributions of African American women leading the charge on thoughtful and necessary tech. Had Forbes used criteria for innovation that recognized emergent leadership, novel problem-solving, or original thinking outside the circles of already well-known and well-established entrepreneurs we might have learned something new. Instead, we're basically reminded that "it takes money to make money."

Meanwhile, African American women are the fastest-growing demographic of entrepreneurs in the United States. Their contributions to tech, amongst other fields, are cementing the importance of African American women in the innovation space. And they are doing this within and outside traditional tech frameworks. By becoming familiar with these entrepreneurs and their work, we can elevate their reputation and broaden our collective recognition of innovative leaders.

In honor of black history month, we have compiled a list of African American women founders leading the way in tech innovation from Alabama to the Bay Area. From rethinking energy to debt forgiveness platforms these women are crossing boundaries in every field.

Cultivating New Leaders

Kathryn Finney founder of Digitalundivided
Kathryn A. Finney is an American author, researcher, investor, entrepreneur, innovator and businesswoman. She is the founder and CEO of digitalundivided, a social enterprise that leads high potential Black and Latinx women founders through the startup pipeline from idea to exit.

Laura Weidman Co-founder Code2040
Laura Weidman Powers is the co-founder and executive director of Code2040, a nonprofit that creates access, awareness, and opportunities for minority engineering talent to ensure their leadership in the innovation economy.

Angelica Ross founder of TransTech Social Enterprises
Angelica Ross is an American businesswoman, actress, and transgender rights advocate. After becoming a self-taught computer coder, she went on to become the founder and CEO of TransTech Social Enterprises, a firm that helps employ transgender people in the tech industry.

Christina Souffrant Ntim co-founder of Global Startup Ecosystem
Christina Souffrant Ntim is the co-founder of award-winning digital accelerator platform – Global Startup Ecosystem which graduates over 1000+ companies across 90+ countries a year.

Media and Entertainment

Bryanda Law founder of Quirktastic
Bryanda Law is the founder of Quirktastic, a modern media-tech company on a mission to grow the largest and most authentically engaged community of fandom-loving people of color.

Morgan Debaun founder of Blavity Inc.
Morgan DeBaun is an African American entrepreneur. She is the Founder and CEO of Blavity Inc., a portfolio of brands and websites created by and for black millennials

Cheryl Contee co-founder of Do Big Things
Cheryl Contee is the award-winning CEO and co-founder of Do Big Things, a digital agency that creates new narratives and tech for a new era focused on causes and campaigns.

Farah Allen founder of The Labz
Farah Allen is the CEO and founder of The Labz, a collaborative workspace that provides automated tracking, rights management, protection—using Blockchain technology—of your music files during and after you create them.

Health/Wellness

Mara Lidey co-founder of Shine
Marah Lidey is the co-founder & co-CEO of Shine. Shine aims to reinvent health and wellness for millennials through messaging technology.

Alicia Thomas co-founder of Dibs
Alicia Thomas is the founder and CEO of Dibs, a B2B digital platform that gives studios quick and easy access to real-time pricing for fitness classes.

Erica Plybeah Hemphill founder of MedHaul
Erica Plybeah Hemphill is the founder of MedHaul. MedHaul offers cloud-based solutions that ease the burdens of managing patient transportation.

Star Cunningham founder of 4D Healthware
Star Cunningham is the founder and CEO of 4D Healthware. 4D Healthware is patient engagement software that makes personalized medicine possible through connected data.

Kimberly Wilson founder of HUED
Kimberly Wilson is the founder of HUED. HUED is a healthcare technology startup that helps patients find and book appointments with Black and Latinx healthcare providers.

Financial

Viola Llewellyn co-founder of Ovamba Solutions
Viola Llewellyn is the co-founder and the president of Ovamba Solutions, a US-based fintech company that provides micro, small, and medium enterprises in Africa and the Middle East with microfinance through a mobile platform.

NanaEfua Baidoo Afoh-Manin, Briana DeCuir and Joanne Moreau founders of Shared Harvest Fund
NanaEfua, Briana and Joanne are the founders of Shared Harvest Fund. Shared Harvest Fund provides real opportunities for talented people to volunteer away their student loans.

Sheena Allen founder of CapWay
Sheena Allen is best known as the founder and CEO of fintech company and mobile bank CapWay.

Education

Helen Adeosun co-founder of CareAcademy
Helen Adeosun is the co-founder, president and CEO of CareAcademy, a start-up dedicated to professionalizing caregiving through online classes. CareAcademy brings professional development to caregivers at all levels.

Alexandra Bernadotte founder of Beyond 12
Alex Bernadotte is the founder and chief executive officer of Beyond 12, a nonprofit that integrates personalized coaching with intelligent technology to increase the number of traditionally underserved students who earn a college degree.

Shani Dowell founder of Possip
Shani Dowell is the founder of Possip, a platform that simplifies feedback between parents, schools and districts. Learn more at possipit.com.

Kaya Thomas of We Read Too
Kaya Thomas is an American computer scientist, app developer and writer. She is the creator of We Read Too, an iOS app that helps readers discover books for and by people of color.

Kimberly Gray founder of Uvii
Kimberly Gray is the founder of Uvii. Uvii helps students to communicate and collaborate on mobile with video, audio, and text

Nicole Neal co-founder of ProcureK12 by Noodle Markets
Nicole Neal is the co-founder and CEO of ProcureK12 by Noodle Markets. ProcureK12 makes purchasing for education simple. They combine a competitive school supply marketplace with quote request tools and bid management.

Beauty/Fashion/Consumer goods

Regina Gwyn founder of TresseNoire
Regina Gwynn is the co-founder & CEO of TresseNoire, the leading on-location beauty booking app designed for women of color in New York City and Philadelphia.

Camille Hearst co-founder of Kit.
Camille Hearst is the CEO and co-founder of Kit. Kit lets experts create shoppable collections of products so their followers can buy and the experts can make some revenue from what they share.

Esosa Ighodaro co-founder of CoSign Inc.
Esosa Ighodaro is the co-founder of CoSign Inc., which was founded in 2013. CoSign is a mobile application that transfers social media content into commerce giving cash for endorsing and cosigning products and merchandise like clothing, home goods, technology and more.

Environment

Jessica Matthews founder of Uncharted Power
Jessica O. Matthews is a Nigerian-American inventor, CEO and venture capitalist. She is the co-founder of Uncharted Power, which made Soccket, a soccer ball that can be used as a power generator.

Etosha Cave co-founder of Opus 12
Etosha R. Cave is an American mechanical engineer based in Berkeley, California. She is the Co-Founder and Chief Scientific Officer of Opus 12, a startup that recycles carbon dioxide.

Kellee James founder of Mercaris, Inc.
Kellee James is the founder and CEO of Mercaris, Inc., a growing, minority-led start-up that makes efficient trading of organic and non-GMO commodities possible via market data service exchanges and trading platforms.

Workplace

Lisa Skeete Tatum founder of Landit
Lisa Skeete Tatum is the founder and CEO of Landit, a technology platform created to increase the success and engagement of women in the workplace, and to enable companies to attract, develop, and retain high-potential, diverse talent.

Netta Jenkins and Jacinta Mathis founders of Dipper
Netta Jenkins and Jacinta Mathis are founders of Dipper, a platform that acts as a safe digital space for individuals of color in the workplace.

Sherisse Hawkins founder of Pagedip
Sherisse Hawkins is the visionary and founder of Pagedip. Pagedip is a cloud-based software solution that allows you to bring depth to digital documents, enabling people to read (text), watch (video) and do (interact) all in the same place without ever having to leave the page.

Thkisha DeDe Sanogo founder of MyTAASK
Thkisha DeDe Sanogo is the founder of MyTAASK. MyTAASK is a personal planning platform dedicated to getting stuff done in real-time.

Home

Jean Brownhill founder of Sweeten 
Jean Brownhill is the founder and CEO of Sweeten, an award-winning service that helps homeowners and business owners find and manage the best vetted general contractors for major renovation projects.

Reham Fagiri co-founder of AptDeco
Reham Fagiri is the co-founder of AptDeco. AptDeco is an online marketplace for buying and selling quality preowned furniture with pick up and delivery built into the service.

Stephanie Cummings founder of Please Assist Me
Stephanie Cummings is the founder and CEO of Please Assist me. Please Assist Me is an apartment task service in Nashville, TN. The organization empowers working professionals by allowing them to outsource their weekly chores to their own personal team.

Law

Kristina Jones co-founder of Court Buddy
Kristina Jones is the co-founder of Court Buddy, a service that matches clients with lawyers.

Sonja Ebron and Debra Slone founders of Courtroom5
Sonja Ebron and Debra Slone are the founders of Courtroom5. Courtroom5 helps you represent yourself in court with tools, training, and community designed for pro se litigants.

Crowdfunding

Zuley Clarke founder of Business Gift Registry
Zuley Clarke is the founder of Business Gift Registry, a crowdfunding platform that lets friends and family support an entrepreneur through gift-giving just like they would support a couple for a wedding.

In my last post, I covered what LiveView is at a high level. In this series, we’re going to dive deeper and implement a LiveView powered Markdown editor called Frampton. This series assumes you have some familiarity with Phoenix and Elixir, including having them set up locally. Check out Elizabeth’s three-part series on getting started with Phoenix for a refresher.

This series has a companion repository published on GitHub. Get started by cloning it down and switching to the starter branch. You can see the completed application on master. Our goal today is to make a Markdown editor, which allows a user to enter Markdown text on a page and see it rendered as HTML next to it in real-time. We’ll make use of LiveView for the interaction and the Earmark package for rendering Markdown. The starter branch provides some styles and installs LiveView.

Rendering Markdown

Let’s set aside the LiveView portion and start with our data structures and the functions that operate on them. To begin, a Post will have a body, which holds the rendered HTML string, and title. A string of markdown can be turned into HTML by calling Post.render(post, markdown). I think that just about covers it!

First, let’s define our struct in lib/frampton/post.ex:

Now the failing test (in test/frampton/post_test.exs):

Our render method will just be a wrapper around Earmark.as_html!/2 that puts the result into the body of the post. Add {:earmark, "~> 1.4.3"} to your deps in mix.exs, run mix deps.get and fill out render function:

Our test should now pass, and we can render posts! [Note: we’re using the as_html! method, which prints error messages instead of passing them back to the user. A smarter version of this would handle any errors and show them to the user. I leave that as an exercise for the reader…] Time to play around with this in an IEx prompt (run iex -S mix in your terminal):

Great! That’s exactly what we’d expect. You can find the final code for this in the render_post branch.

LiveView Editor

Now for the fun part: Editing this live!

First, we’ll need a route for the editor to live at: /editor sounds good to me. LiveViews can be rendered from a controller, or directly in the router. We don’t have any initial state, so let's go straight from a router.

First, let's put up a minimal test. In test/frampton_web/live/editor_live_test.exs:

This test doesn’t do much yet, but notice that it isn’t live view specific. Our first render is just the same as any other controller test we’d write. The page’s content is there right from the beginning, without the need to parse JavaScript or make API calls back to the server. Nice.

To make that test pass, add a route to lib/frampton_web/router.ex. First, we import the LiveView code, then we render our Editor:

Now place a minimal EditorLive module, in lib/frampton_web/live/editor_live.ex:

And we have a passing test suite! The ~L sigil designates that LiveView should track changes to the content inside. We could keep all of our markup in this render/1 method, but let’s break it out into its own template for demonstration purposes.

Move the contents of render into lib/frampton_web/templates/editor/show.html.leex, and replace EditorLive.render/1 with this one liner: def render(assigns), do: FramptonWeb.EditorView.render("show.html", assigns). And finally, make an EditorView module in lib/frampton_web/views/editor_view.ex:

Our test should now be passing, and we’ve got a nicely separated out template, view and “live” server. We can keep markup in the template, helper functions in the view, and reactive code on the server. Now let’s move forward to actually render some posts!

Handling User Input

We’ve got four tasks to accomplish before we are done:

1. Take markdown input from the textarea
2. Send that input to the LiveServer
3. Turn that raw markdown into HTML
4. Return the rendered HTML to the page.

Event binding

To start with, we need to annotate our textarea with an event binding. This tells the liveview.js framework to forward DOM events to the server, using our liveview channel. Open up lib/frampton_web/templates/editor/show.html.leex and annotate our textarea:

<textarea phx-keyup="render_post"></textarea>

This names the event (render_post) and sends it on each keyup. Let’s crack open our web inspector and look at the web socket traffic. Using Chrome, open the developer tools, navigate to the network tab and click WS. In development you’ll see two socket connections: one is Phoenix LiveReload, which polls your filesystem and reloads pages appropriately. The second one is our LiveView connection. If you let it sit for a while, you’ll see that it's emitting a “heartbeat” call. If your server is running, you’ll see that it responds with an “ok” message. This lets LiveView clients know when they've lost connection to the server and respond appropriately.

Now, type some text and watch as it sends down each keystroke. However, you’ll also notice that the server responds with a “phx_error” message and wipes out our entered text. That's because our server doesn’t know how to handle the event yet and is throwing an error. Let's fix that next.

Event handling

We’ll catch the event in our EditorLive module. The LiveView behavior defines a handle_event/3 callback that we need to implement. Open up lib/frampton_web/live/editor_live.ex and key in a basic implementation that lets us catch events:

The first argument is the name we gave to our event in the template, the second is the data from that event, and finally the socket we’re currently talking through. Give it a try, typing in a few characters. Look at your running server and you should see a stream of events that look something like this:

There’s our keystrokes! Next, let’s pull out that value and use it to render HTML.

Rendering Markdown

Lets adjust our handle_event to pattern match out the value of the textarea:

def handle_event("render_post", %{"value" => raw}, socket) do

Now that we’ve got the raw markdown string, turning it into HTML is easy thanks to the work we did earlier in our Post module. Fill out the body of the function like this:

If you type into the textarea you should see output that looks something like this:

Perfect! Lastly, it’s time to send that rendered html back to the page.

Returning HTML to the page

In a LiveView template, we can identify bits of dynamic data that will change over time. When they change, LiveView will compare what has changed and send over a diff. In our case, the dynamic content is the post body.

Open up show.html.leex again and modify it like so:

Refresh the page and see:

Whoops!

The @post variable will only be available after we put it into the socket’s assigns. Let’s initialize it with a blank post. Open editor_live.ex and modify our mount/3 function:

In the future, we could retrieve this from some kind of storage, but for now, let's just create a new one each time the page refreshes. Finally, we need to update the Post struct with user input. Update our event handler like this:

Let's load up http://localhost:4000/editor and see it in action.

Nope, that's not quite right! Phoenix won’t render this as HTML because it’s unsafe user input. We can get around this (very good and useful) security feature by wrapping our content in a raw/1 call. We don’t have a database and user processes are isolated from each other by Elixir. The worst thing a malicious user could do would be crash their own session, which doesn’t bother me one bit.

Check the edit_posts branch for the final version.

Conclusion

That’s a good place to stop for today. We’ve accomplished a lot! We’ve got a dynamically rendering editor that takes user input, processes it and updates the page. And we haven’t written any JavaScript, which means we don’t have to maintain or update any JavaScript. Our server code is built on the rock-solid foundation of the BEAM virtual machine, giving us a great deal of confidence in its reliability and resilience.

In the next post, we’ll tackle making a shared editor, allowing multiple users to edit the same post. This project will highlight Elixir’s concurrency capabilities and demonstrate how LiveView builds on them to enable some incredible user experiences.

Viget has helped organizations design and develop award-winning websites and digital products for 20 years. In that time, we’ve been lucky to create long-term relationships with clients like Puma, the World Wildlife Fund, and Privia Health, and, throughout our time working together, we’ve come to understand each others’ unique terminology. But that isn’t always the case when we begin work with new clients, and in a constantly-evolving industry, we know that new terminology appears almost daily and organizations have unique definitions for deliverables and processes.

Kicking off a project always initiates a flurry of activity. There are contracts to sign, team members to introduce, and new platforms to learn. It’s an exciting time, and we know clients are anxious to get underway. Amidst all the activity, though, there is a need to define and create a shared lexicon to ensure both teams understand the project deliverables and process that will take us from kickoff to launch.

Below, we’ve rounded up a few terms for each of our disciplines that often require additional explanation. Note: our definitions of these terms may differ slightly from the industry standard, but highlight our interpretation and use of them on a daily basis.

User Experience

Research

In UX, there is a proliferation of terms that are often used interchangeably and mean almost-but-subtly-not the same thing. Viget uses the term research to specifically mean user research — learning more about the users of our products, particularly how they think and behave — in order to make stronger recommendations and better designs. This can be accomplished through different methodologies, depending on the needs of the project, and can include moderated usability testing, stakeholder interviews, audience research, surveys, and more. Learn more about the subtleties of UX research vocabulary in our post on “Speaking the Same Language About Research”.

Wireframes

We use wireframes to show the priority and organization of content on the screen, to give a sense of what elements will get a stronger visual treatment, and to detail how users will get to other parts of the site. Wireframes are a key component of website design — think of them as the skeleton or blueprint of a page — but we know that clients often feel uninspired after reviewing pages built with gray boxes. In fact, we’ve even written about how to improve wireframe presentations. We remind clients that visual designers will step in later to add polish through color, graphics, and typography, but agreeing on the foundation of the page is an important and necessary first step.

Prototypes

During the design process, it’s helpful for us to show clients how certain pieces of functionality or animations will work once the site is developed. We can mimic interactivity or test a technical proof of concept by using a clickable prototype, relying on tools like Figma, Invision, or Principle. Our prototypes can be used to illustrate a concept to internal stakeholders, but shouldn’t be seen as a final approach. Often, these concepts will require additional work to prepare them for developer handoff, which means that prototypes quickly become outdated. Read more about how and when we use prototypes.

Navigation Testing (Treejack Testing)

Following an information architecture presentation, we will sometimes recommend that clients conduct navigation testing. When testing, we present a participant with the proposed navigation and ask them to perform specific tasks in order to see if they will be able to locate the information specified within the site’s new organization. These tests generally focus on two aspects of the navigation: the structure of the navigation system itself, and the language used within the system. Treejack is an online navigation testing tool that we like to employ when conducting navigation tests, so we’ll often interchange the terms “navigation testing” with “treejack testing”.

Learn more about Viget’s approach to user experience and research. 

In my last post, I defined terms used by our UX team that are often confused or have multiple meanings across the industry. Today, I’ll share our definitions for processes and deliverables used by our design and strategy teams.

Creative

Brand Strategy

In our experience, we’ve found that the term brand strategy is used to cover a myriad of processes, documents, and deliverables. To us, a brand strategy defines how an organization communicates who they are, what they do and why in a clear and compelling way. Over the years, we’ve developed an approach to brand strategy work that emphasizes rigorous research, hands-on collaboration, and the definition of problems and goals. We work with clients to align on a brand strategy concept and, depending on the client and their goals, our final deliverables can range to include strategy definition, audience-specific messaging, identity details, brand elements, applications, and more. Take a look at the brand strategy work we’ve done for Fiscalnote, Swiftdine, and Armstrong Tire.

Content Strategy

A content strategy goes far beyond the words on a website or in an app. A strong content strategy dictates the substance, structure, and governance of the information an organization uses to communicate to its audience. It guides creating, organizing, and maintaining content so that companies can communicate who they are, what they do, and why efficiently and effectively. We’ve worked with organizations like the Washington Speakers Bureau, The Nature Conservancy, the NFL Players Association, and the Wildlife Conservation Society to refine and enhance their content strategies.

Still confused about the difference between brand and content strategy? Check out our flowchart.

Style Guide vs. Brand Guidelines

We often find the depth or fidelity of brand guidelines and style guides can vary greatly, and the terms can often be confused. When we create brand guidelines, they tend to be large documents that include in-depth recommendations about how a company should communicate their brand. Sections like “promise”, “vision”, “mission”, “values”, “tone”, etc. accompany details about how the brand’s logo, colors and fonts should be used in a variety of scenarios. Style guides, on the other hand, are typically pared down documents that contain specific guidance for organizations’ logos, colors and fonts, and don’t always include usage examples.

Design System

One question we get from clients often during a redesign or rebrand is, “How can I make sure people across my organization are adhering to our new designs?” This is where a design system comes into play. Design systems can range from the basic — e.g., a systematic approach to creating shared components for a single website — all the way to the complex —e.g., architecting a cross-product design system that can scale to accommodate hundreds of different products within a company. By assembling elements like color, typography, imagery, messaging, voice and tone, and interaction patterns in a central repository, organizations are able to scale products and marketing confidently and efficiently. When a design system is translated into code, we refer to that as a parts kit, which helps enforce consistency and improve workflow.

Comps or Mocks

When reviewing RFPs or going through the nitty-gritty of contracts with clients, we often see the terms mocks or comps used interchangeably to refer to the static design of pages or screens. Internally, we think of a mock-up as a static image file that illustrates proof-of-concept, just a step beyond a wireframe. A comp represents a design that is “high fidelity” and closer to what the final website will look like, though importantly, is not an exact replica. This is likely what clients will share with internal stakeholders to get approval on the website direction and what our front-end developers will use to begin building-out the site (in other words, converting the static design files into dynamic HTML, CSS, and JavaScript code).

If you're interested in joining our team of creative thinkers and visual storytellers who bring these concepts to life for our clients, we’re hiring in Washington, D.C. Durham, Boulder and Chattanooga. Tune in next week as we decipher the terms we use most often when talking about development.

Though I usually enjoy working from Viget’s lovely Boulder office, during quarantine I am now working from home while simultaneously parenting my 3-year-old daughter Audrey. My husband works in healthcare and though he is not on the front lines battling COVID-19, he is still an essential worker and as such leaves our home to work every day.

Some working/parenting days are great! I somehow get my tasks accomplished, my kid is happy, and we spend some quality time together.

And some days are awful. I have to ignore my daughter having a meltdown and try to focus on meetings, and I wish I wasn’t in this situation at all. Most days are somewhere in the middle; I’m just doing my best to get by.

I’ve seen enough working parent memes and cries for help on social media to know that I’m not alone. There are many parents out there who now get to experience the stress and anxiety of living through a global pandemic while simultaneously navigating ways to stay productive while working from home and being an effective parent. Fun isn’t it?

I’m not an expert on the matter, but I have found a few small things that are making me feel a bit more sane. I hope sharing them will make someone else’s life easier too.

Truths to Accept

First, let’s acknowledge some truths about this new situation we find ourselves in:

Truth 1: We’ve lost something.

Parents have lost more than daycare and schools during this epidemic. We’ve lost any time that we had for ourselves, and that was really valuable. We no longer have small moments in the day to catch up on our personal lives. I no longer have a commute to separate my work duties from my mom duties, or catch up with my friends, or just be quiet.

Truth 2: We’re human.

The reason you can’t be a great employee and a great parent and a great friend and a great partner or spouse all day every day isn’t because you’re doing a bad job, it’s because being constantly wonderful in all aspects of your life is impossible. Pick one or two of those things a day to focus on.

Truth 3: We’re all doing our best.

This is the most important part of this article. Be kind to yourselves. This isn’t easy, and putting so much pressure on yourself that you break isn’t going to make it any easier.

Work from Home Goals

Now that we’ve accepted some truths about our current situation, let’s set some goals.

Goal 1: Do Good Work

At Viget, and wherever you work, with kids or without we all want to make sure that the quality of our work stays up throughout the pandemic and that we can continue to be reliable team members and employees to the best of our abilities.

Goal 2: Stay Sane

We need to figure out ways to do this without sacrificing ourselves entirely. For me, this means fitting my work into normal work hours as much as possible so that I can still have some downtime in the evenings.

Goal 3: Make This Sustainable

None of us knows how long this will last but we may as well begin mentally preparing for a long haul.

Work from Home Rules

Now, there are some great Work from Home Rules that apply to everyone with or without kids. My coworker Paul Koch shared these with the Viget team a Jeremy Bearimy ago and I agree this is also the foundation for working from home with kids.

1. When you’re in a remote meeting, minimize other windows to stay focused
2. Set a schedule and avoid chores*
3. Take breaks away from the screen
4. Plan your workday on the calendar+
5. Be mindful of Slack and social media as a distraction
6. Use timers+
7. Keep your work area separate from where you relax
8. Pretend that you’re still WFW
9. Experiment and figure out what works for you

In the improv spirit I say “Yes, AND….” to these tips. And so, here are my adjusted rules for WFH while kiddos around: These have both been really solid tools for me, so let’s dig in.

Day Planning: Calendars and Timers

A few small tweaks and adjustments make this even more doable for me and my 3-year-old. First- I don’t avoid chores entirely. If I’m going up and down the stairs all day anyway I might as well throw in a load of laundry while I’m at it. The more I can get done during the day means a greater chance of some down time in the evening.

Each morning I plan my day and Audrey’s day:

When we make the schedule together it also helps me understand her favorite parts of the day and reminds me to include them.

Once our days are planned, I also use timers to help keep the structure of the day. (I bought a great alarm clock for kids on Amazon that turns colors to signal bedtime and quiet time. It’s been hugely worth it for me.)

Work from Home Rules: Updated for Parents

Finally, I have a few more Work from Home Rules for parents to add to the list:

1. Minimize other windows in remote meetings
2. Set a schedule and fit in some chores if time allows
3. Take breaks away from the screen
4. Schedule both your and your kids’ days
5. Be mindful of Slack and social media as a distraction
6. Use timers to track your own time and help your kids understand the day
7. Keep your work area separate from where you relax
8. Pretend that you’re still WFW
9. Experiment and figure out what works for you
10. Be prepared with a few activities
    • Each morning, have just ONE thing ready to go. This can be a worksheet you printed out, a coloring station setup, a new bag of kinetic sand you just got delivered from Amazon, a kids dance video on YouTube or an iPad game. Recently I started enlisting my mom to read stories on Facetime. The activity doesn’t have to be new each day but (especially for young kids) it has to be handy for you to start up quickly if your schedule changes
11. Clearly communicate your availability with your team and project PMs
    • Life happens. Some days are going to be hard. Whatever you do, don’t burn yourself out or leave your team hanging. If you need to move a meeting or take a day off, communicate that as early and as clearly as you can.
12. Take PTO if you can
    • None of us are superheroes. If you’re feeling overwhelmed- take a look at the next few days and figure out which one makes the most sense for you to take a break.
13. Take breaks to be alone without doing a task
    • Work and family responsibilities have blended together, there’s almost no room for being alone. If you can find some precious alone time don’t use it to fold laundry or clean the bathroom. Just zone out. I think we all really need this.

Last but not least, enjoy your time at home if you can. This is an unusual circumstance and even though it’s really hard, there are parts that are really great too.

If you have some great WFH tips we’d love to hear about them in the comments!

When we conduct moderated research, like user interviews or usability tests, for our clients, we encourage them to observe as many sessions as possible. We find when clients see us interview their users, and get real-time responses, they’re able to learn about the needs of their users in real-time and be more active participants in the process. One way we help clients feel engaged with the process during remote sessions is to establish a real-time communication backchannel that empowers clients to flag responses they’d like to dig into further and to share their ideas for follow-up questions.

There are several benefits to establishing a communication backchannel for moderated sessions:

• Everyone on the team, including both internal and client team members, can be actively involved throughout the data collection process rather than waiting to passively consume findings.
• Team members can identify follow-up questions in real-time which allows the moderator to incorporate those questions during the current session, rather than just considering them for future sessions.
• Subject matter experts can identify more detailed and specific follow-up questions that the moderator may not think to ask.
• Even though the whole team is engaged, a single moderator still maintains control over the conversation which creates a consistent experience for the participant.

If you’re interested in creating your own backchannel, here are some tips to make the process work smoothly:

• Use the chat tool that is already being used on the project. In most cases, we use a joint Slack workspace for the session backchannel but we’ve also used Microsoft Teams.
• Create a dedicated channel like #moderated-sessions. Conversation in this channel should be limited to backchannel discussions during sessions. This keeps the communication consolidated and makes it easier for the moderator to stay focused during the session.
• Keep communication limited. Channel participants should ask basic questions that are easy to consume quickly. Supplemental commentary and analysis should not take place in the dedicated channel.
• Use emoji responses. The moderator can add a quick thumbs up to indicate that they’ve seen a question.

Introducing backchannels for communication during remote moderated sessions has been a beneficial change to our research process. It not only provides an easy way for clients to stay engaged during the data collection process but also increases the moderator’s ability to focus on the most important topics and to ask the most useful follow-up questions.

“Close your eyes and name three people who have impacted the tech industry.”

In all likelihood, that list might be overwhelmingly white and male.

And you are not alone. Numerous lists online yielded the same results. In recent years, many articles have chronicled the dearth of diversity in tech. Studies have shown the ways in which venture capital firms have systematically underestimated and undervalued innovation coming particularly from women of color. In 2016 only 88 tech startups were led by African American women, in 2018 this number had climbed to a little over 200. Between 2009 and 2017, African American women raised $289MM in venture/angel funding. For perspective, this only represents .0006% of the $424.7B in total tech venture funding raised in that same time frame. In 2018, only 34 African American women had ever raised more than a million in venture funding.

When it comes to innovation, it is not unusual for financial value to be the biggest predictor of what is considered innovative. In fact, a now largely controversial list posted by Forbes of America’s most innovative leaders in the fall of 2019 featured 99 men and one woman. Ironically, what was considered innovative was, in fact, very traditional in its presentation. The criteria used for the list was “media reputation for innovation,” social connections, a track record for value creation, and investor expectations for value creation.

The majority of African American women-led startups raise $42,000 from largely informal networks. Criteria weighted on the side of ‘track record for value creation’ and ‘investor expectations for value creation’ devalues the immense contributions of African American women leading the charge on thoughtful and necessary tech. Had Forbes used criteria for innovation that recognized emergent leadership, novel problem-solving, or original thinking outside the circles of already well-known and well-established entrepreneurs we might have learned something new. Instead, we're basically reminded that "it takes money to make money."

Meanwhile, African American women are the fastest-growing demographic of entrepreneurs in the United States. Their contributions to tech, amongst other fields, are cementing the importance of African American women in the innovation space. And they are doing this within and outside traditional tech frameworks. By becoming familiar with these entrepreneurs and their work, we can elevate their reputation and broaden our collective recognition of innovative leaders.

In honor of black history month, we have compiled a list of African American women founders leading the way in tech innovation from Alabama to the Bay Area. From rethinking energy to debt forgiveness platforms these women are crossing boundaries in every field.

Cultivating New Leaders

Kathryn Finney founder of Digitalundivided
Kathryn A. Finney is an American author, researcher, investor, entrepreneur, innovator and businesswoman. She is the founder and CEO of digitalundivided, a social enterprise that leads high potential Black and Latinx women founders through the startup pipeline from idea to exit.

Laura Weidman Co-founder Code2040
Laura Weidman Powers is the co-founder and executive director of Code2040, a nonprofit that creates access, awareness, and opportunities for minority engineering talent to ensure their leadership in the innovation economy.

Angelica Ross founder of TransTech Social Enterprises
Angelica Ross is an American businesswoman, actress, and transgender rights advocate. After becoming a self-taught computer coder, she went on to become the founder and CEO of TransTech Social Enterprises, a firm that helps employ transgender people in the tech industry.

Christina Souffrant Ntim co-founder of Global Startup Ecosystem
Christina Souffrant Ntim is the co-founder of award-winning digital accelerator platform – Global Startup Ecosystem which graduates over 1000+ companies across 90+ countries a year.

Media and Entertainment

Bryanda Law founder of Quirktastic
Bryanda Law is the founder of Quirktastic, a modern media-tech company on a mission to grow the largest and most authentically engaged community of fandom-loving people of color.

Morgan Debaun founder of Blavity Inc.
Morgan DeBaun is an African American entrepreneur. She is the Founder and CEO of Blavity Inc., a portfolio of brands and websites created by and for black millennials

Cheryl Contee co-founder of Do Big Things
Cheryl Contee is the award-winning CEO and co-founder of Do Big Things, a digital agency that creates new narratives and tech for a new era focused on causes and campaigns.

Farah Allen founder of The Labz
Farah Allen is the CEO and founder of The Labz, a collaborative workspace that provides automated tracking, rights management, protection—using Blockchain technology—of your music files during and after you create them.

Health/Wellness

Mara Lidey co-founder of Shine
Marah Lidey is the co-founder & co-CEO of Shine. Shine aims to reinvent health and wellness for millennials through messaging technology.

Alicia Thomas co-founder of Dibs
Alicia Thomas is the founder and CEO of Dibs, a B2B digital platform that gives studios quick and easy access to real-time pricing for fitness classes.

Erica Plybeah Hemphill founder of MedHaul
Erica Plybeah Hemphill is the founder of MedHaul. MedHaul offers cloud-based solutions that ease the burdens of managing patient transportation.

Star Cunningham founder of 4D Healthware
Star Cunningham is the founder and CEO of 4D Healthware. 4D Healthware is patient engagement software that makes personalized medicine possible through connected data.

Kimberly Wilson founder of HUED
Kimberly Wilson is the founder of HUED. HUED is a healthcare technology startup that helps patients find and book appointments with Black and Latinx healthcare providers.

Financial

Viola Llewellyn co-founder of Ovamba Solutions
Viola Llewellyn is the co-founder and the president of Ovamba Solutions, a US-based fintech company that provides micro, small, and medium enterprises in Africa and the Middle East with microfinance through a mobile platform.

NanaEfua Baidoo Afoh-Manin, Briana DeCuir and Joanne Moreau founders of Shared Harvest Fund
NanaEfua, Briana and Joanne are the founders of Shared Harvest Fund. Shared Harvest Fund provides real opportunities for talented people to volunteer away their student loans.

Sheena Allen founder of CapWay
Sheena Allen is best known as the founder and CEO of fintech company and mobile bank CapWay.

Education

Helen Adeosun co-founder of CareAcademy
Helen Adeosun is the co-founder, president and CEO of CareAcademy, a start-up dedicated to professionalizing caregiving through online classes. CareAcademy brings professional development to caregivers at all levels.

Alexandra Bernadotte founder of Beyond 12
Alex Bernadotte is the founder and chief executive officer of Beyond 12, a nonprofit that integrates personalized coaching with intelligent technology to increase the number of traditionally underserved students who earn a college degree.

Shani Dowell founder of Possip
Shani Dowell is the founder of Possip, a platform that simplifies feedback between parents, schools and districts. Learn more at possipit.com.

Kaya Thomas of We Read Too
Kaya Thomas is an American computer scientist, app developer and writer. She is the creator of We Read Too, an iOS app that helps readers discover books for and by people of color.

Kimberly Gray founder of Uvii
Kimberly Gray is the founder of Uvii. Uvii helps students to communicate and collaborate on mobile with video, audio, and text

Nicole Neal co-founder of ProcureK12 by Noodle Markets
Nicole Neal is the co-founder and CEO of ProcureK12 by Noodle Markets. ProcureK12 makes purchasing for education simple. They combine a competitive school supply marketplace with quote request tools and bid management.

Beauty/Fashion/Consumer goods

Regina Gwyn founder of TresseNoire
Regina Gwynn is the co-founder & CEO of TresseNoire, the leading on-location beauty booking app designed for women of color in New York City and Philadelphia.

Camille Hearst co-founder of Kit.
Camille Hearst is the CEO and co-founder of Kit. Kit lets experts create shoppable collections of products so their followers can buy and the experts can make some revenue from what they share.

Esosa Ighodaro co-founder of CoSign Inc.
Esosa Ighodaro is the co-founder of CoSign Inc., which was founded in 2013. CoSign is a mobile application that transfers social media content into commerce giving cash for endorsing and cosigning products and merchandise like clothing, home goods, technology and more.

Environment

Jessica Matthews founder of Uncharted Power
Jessica O. Matthews is a Nigerian-American inventor, CEO and venture capitalist. She is the co-founder of Uncharted Power, which made Soccket, a soccer ball that can be used as a power generator.

Etosha Cave co-founder of Opus 12
Etosha R. Cave is an American mechanical engineer based in Berkeley, California. She is the Co-Founder and Chief Scientific Officer of Opus 12, a startup that recycles carbon dioxide.

Kellee James founder of Mercaris, Inc.
Kellee James is the founder and CEO of Mercaris, Inc., a growing, minority-led start-up that makes efficient trading of organic and non-GMO commodities possible via market data service exchanges and trading platforms.

Workplace

Lisa Skeete Tatum founder of Landit
Lisa Skeete Tatum is the founder and CEO of Landit, a technology platform created to increase the success and engagement of women in the workplace, and to enable companies to attract, develop, and retain high-potential, diverse talent.

Netta Jenkins and Jacinta Mathis founders of Dipper
Netta Jenkins and Jacinta Mathis are founders of Dipper, a platform that acts as a safe digital space for individuals of color in the workplace.

Sherisse Hawkins founder of Pagedip
Sherisse Hawkins is the visionary and founder of Pagedip. Pagedip is a cloud-based software solution that allows you to bring depth to digital documents, enabling people to read (text), watch (video) and do (interact) all in the same place without ever having to leave the page.

Thkisha DeDe Sanogo founder of MyTAASK
Thkisha DeDe Sanogo is the founder of MyTAASK. MyTAASK is a personal planning platform dedicated to getting stuff done in real-time.

Home

Jean Brownhill founder of Sweeten 
Jean Brownhill is the founder and CEO of Sweeten, an award-winning service that helps homeowners and business owners find and manage the best vetted general contractors for major renovation projects.

Reham Fagiri co-founder of AptDeco
Reham Fagiri is the co-founder of AptDeco. AptDeco is an online marketplace for buying and selling quality preowned furniture with pick up and delivery built into the service.

Stephanie Cummings founder of Please Assist Me
Stephanie Cummings is the founder and CEO of Please Assist me. Please Assist Me is an apartment task service in Nashville, TN. The organization empowers working professionals by allowing them to outsource their weekly chores to their own personal team.

Law

Kristina Jones co-founder of Court Buddy
Kristina Jones is the co-founder of Court Buddy, a service that matches clients with lawyers.

Sonja Ebron and Debra Slone founders of Courtroom5
Sonja Ebron and Debra Slone are the founders of Courtroom5. Courtroom5 helps you represent yourself in court with tools, training, and community designed for pro se litigants.

Crowdfunding

Zuley Clarke founder of Business Gift Registry
Zuley Clarke is the founder of Business Gift Registry, a crowdfunding platform that lets friends and family support an entrepreneur through gift-giving just like they would support a couple for a wedding.

In my last post, I covered what LiveView is at a high level. In this series, we’re going to dive deeper and implement a LiveView powered Markdown editor called Frampton. This series assumes you have some familiarity with Phoenix and Elixir, including having them set up locally. Check out Elizabeth’s three-part series on getting started with Phoenix for a refresher.

This series has a companion repository published on GitHub. Get started by cloning it down and switching to the starter branch. You can see the completed application on master. Our goal today is to make a Markdown editor, which allows a user to enter Markdown text on a page and see it rendered as HTML next to it in real-time. We’ll make use of LiveView for the interaction and the Earmark package for rendering Markdown. The starter branch provides some styles and installs LiveView.

Rendering Markdown

Let’s set aside the LiveView portion and start with our data structures and the functions that operate on them. To begin, a Post will have a body, which holds the rendered HTML string, and title. A string of markdown can be turned into HTML by calling Post.render(post, markdown). I think that just about covers it!

First, let’s define our struct in lib/frampton/post.ex:

Now the failing test (in test/frampton/post_test.exs):

Our render method will just be a wrapper around Earmark.as_html!/2 that puts the result into the body of the post. Add {:earmark, "~> 1.4.3"} to your deps in mix.exs, run mix deps.get and fill out render function:

Our test should now pass, and we can render posts! [Note: we’re using the as_html! method, which prints error messages instead of passing them back to the user. A smarter version of this would handle any errors and show them to the user. I leave that as an exercise for the reader…] Time to play around with this in an IEx prompt (run iex -S mix in your terminal):

Great! That’s exactly what we’d expect. You can find the final code for this in the render_post branch.

LiveView Editor

Now for the fun part: Editing this live!

First, we’ll need a route for the editor to live at: /editor sounds good to me. LiveViews can be rendered from a controller, or directly in the router. We don’t have any initial state, so let's go straight from a router.

First, let's put up a minimal test. In test/frampton_web/live/editor_live_test.exs:

This test doesn’t do much yet, but notice that it isn’t live view specific. Our first render is just the same as any other controller test we’d write. The page’s content is there right from the beginning, without the need to parse JavaScript or make API calls back to the server. Nice.

To make that test pass, add a route to lib/frampton_web/router.ex. First, we import the LiveView code, then we render our Editor:

Now place a minimal EditorLive module, in lib/frampton_web/live/editor_live.ex:

And we have a passing test suite! The ~L sigil designates that LiveView should track changes to the content inside. We could keep all of our markup in this render/1 method, but let’s break it out into its own template for demonstration purposes.

Move the contents of render into lib/frampton_web/templates/editor/show.html.leex, and replace EditorLive.render/1 with this one liner: def render(assigns), do: FramptonWeb.EditorView.render("show.html", assigns). And finally, make an EditorView module in lib/frampton_web/views/editor_view.ex:

Our test should now be passing, and we’ve got a nicely separated out template, view and “live” server. We can keep markup in the template, helper functions in the view, and reactive code on the server. Now let’s move forward to actually render some posts!

Handling User Input

We’ve got four tasks to accomplish before we are done:

1. Take markdown input from the textarea
2. Send that input to the LiveServer
3. Turn that raw markdown into HTML
4. Return the rendered HTML to the page.

Event binding

To start with, we need to annotate our textarea with an event binding. This tells the liveview.js framework to forward DOM events to the server, using our liveview channel. Open up lib/frampton_web/templates/editor/show.html.leex and annotate our textarea:

<textarea phx-keyup="render_post"></textarea>

This names the event (render_post) and sends it on each keyup. Let’s crack open our web inspector and look at the web socket traffic. Using Chrome, open the developer tools, navigate to the network tab and click WS. In development you’ll see two socket connections: one is Phoenix LiveReload, which polls your filesystem and reloads pages appropriately. The second one is our LiveView connection. If you let it sit for a while, you’ll see that it's emitting a “heartbeat” call. If your server is running, you’ll see that it responds with an “ok” message. This lets LiveView clients know when they've lost connection to the server and respond appropriately.

Now, type some text and watch as it sends down each keystroke. However, you’ll also notice that the server responds with a “phx_error” message and wipes out our entered text. That's because our server doesn’t know how to handle the event yet and is throwing an error. Let's fix that next.

Event handling

We’ll catch the event in our EditorLive module. The LiveView behavior defines a handle_event/3 callback that we need to implement. Open up lib/frampton_web/live/editor_live.ex and key in a basic implementation that lets us catch events:

The first argument is the name we gave to our event in the template, the second is the data from that event, and finally the socket we’re currently talking through. Give it a try, typing in a few characters. Look at your running server and you should see a stream of events that look something like this:

There’s our keystrokes! Next, let’s pull out that value and use it to render HTML.

Rendering Markdown

Lets adjust our handle_event to pattern match out the value of the textarea:

def handle_event("render_post", %{"value" => raw}, socket) do

Now that we’ve got the raw markdown string, turning it into HTML is easy thanks to the work we did earlier in our Post module. Fill out the body of the function like this:

If you type into the textarea you should see output that looks something like this:

Perfect! Lastly, it’s time to send that rendered html back to the page.

Returning HTML to the page

In a LiveView template, we can identify bits of dynamic data that will change over time. When they change, LiveView will compare what has changed and send over a diff. In our case, the dynamic content is the post body.

Open up show.html.leex again and modify it like so:

Refresh the page and see:

Whoops!

The @post variable will only be available after we put it into the socket’s assigns. Let’s initialize it with a blank post. Open editor_live.ex and modify our mount/3 function:

In the future, we could retrieve this from some kind of storage, but for now, let's just create a new one each time the page refreshes. Finally, we need to update the Post struct with user input. Update our event handler like this:

Let's load up http://localhost:4000/editor and see it in action.

Nope, that's not quite right! Phoenix won’t render this as HTML because it’s unsafe user input. We can get around this (very good and useful) security feature by wrapping our content in a raw/1 call. We don’t have a database and user processes are isolated from each other by Elixir. The worst thing a malicious user could do would be crash their own session, which doesn’t bother me one bit.

Check the edit_posts branch for the final version.

Conclusion

That’s a good place to stop for today. We’ve accomplished a lot! We’ve got a dynamically rendering editor that takes user input, processes it and updates the page. And we haven’t written any JavaScript, which means we don’t have to maintain or update any JavaScript. Our server code is built on the rock-solid foundation of the BEAM virtual machine, giving us a great deal of confidence in its reliability and resilience.

In the next post, we’ll tackle making a shared editor, allowing multiple users to edit the same post. This project will highlight Elixir’s concurrency capabilities and demonstrate how LiveView builds on them to enable some incredible user experiences.

Viget has helped organizations design and develop award-winning websites and digital products for 20 years. In that time, we’ve been lucky to create long-term relationships with clients like Puma, the World Wildlife Fund, and Privia Health, and, throughout our time working together, we’ve come to understand each others’ unique terminology. But that isn’t always the case when we begin work with new clients, and in a constantly-evolving industry, we know that new terminology appears almost daily and organizations have unique definitions for deliverables and processes.

Kicking off a project always initiates a flurry of activity. There are contracts to sign, team members to introduce, and new platforms to learn. It’s an exciting time, and we know clients are anxious to get underway. Amidst all the activity, though, there is a need to define and create a shared lexicon to ensure both teams understand the project deliverables and process that will take us from kickoff to launch.

Below, we’ve rounded up a few terms for each of our disciplines that often require additional explanation. Note: our definitions of these terms may differ slightly from the industry standard, but highlight our interpretation and use of them on a daily basis.

User Experience

Research

In UX, there is a proliferation of terms that are often used interchangeably and mean almost-but-subtly-not the same thing. Viget uses the term research to specifically mean user research — learning more about the users of our products, particularly how they think and behave — in order to make stronger recommendations and better designs. This can be accomplished through different methodologies, depending on the needs of the project, and can include moderated usability testing, stakeholder interviews, audience research, surveys, and more. Learn more about the subtleties of UX research vocabulary in our post on “Speaking the Same Language About Research”.

Wireframes

We use wireframes to show the priority and organization of content on the screen, to give a sense of what elements will get a stronger visual treatment, and to detail how users will get to other parts of the site. Wireframes are a key component of website design — think of them as the skeleton or blueprint of a page — but we know that clients often feel uninspired after reviewing pages built with gray boxes. In fact, we’ve even written about how to improve wireframe presentations. We remind clients that visual designers will step in later to add polish through color, graphics, and typography, but agreeing on the foundation of the page is an important and necessary first step.

Prototypes

During the design process, it’s helpful for us to show clients how certain pieces of functionality or animations will work once the site is developed. We can mimic interactivity or test a technical proof of concept by using a clickable prototype, relying on tools like Figma, Invision, or Principle. Our prototypes can be used to illustrate a concept to internal stakeholders, but shouldn’t be seen as a final approach. Often, these concepts will require additional work to prepare them for developer handoff, which means that prototypes quickly become outdated. Read more about how and when we use prototypes.

Navigation Testing (Treejack Testing)

Following an information architecture presentation, we will sometimes recommend that clients conduct navigation testing. When testing, we present a participant with the proposed navigation and ask them to perform specific tasks in order to see if they will be able to locate the information specified within the site’s new organization. These tests generally focus on two aspects of the navigation: the structure of the navigation system itself, and the language used within the system. Treejack is an online navigation testing tool that we like to employ when conducting navigation tests, so we’ll often interchange the terms “navigation testing” with “treejack testing”.

Learn more about Viget’s approach to user experience and research. 

In my last post, I defined terms used by our UX team that are often confused or have multiple meanings across the industry. Today, I’ll share our definitions for processes and deliverables used by our design and strategy teams.

Creative

Brand Strategy

In our experience, we’ve found that the term brand strategy is used to cover a myriad of processes, documents, and deliverables. To us, a brand strategy defines how an organization communicates who they are, what they do and why in a clear and compelling way. Over the years, we’ve developed an approach to brand strategy work that emphasizes rigorous research, hands-on collaboration, and the definition of problems and goals. We work with clients to align on a brand strategy concept and, depending on the client and their goals, our final deliverables can range to include strategy definition, audience-specific messaging, identity details, brand elements, applications, and more. Take a look at the brand strategy work we’ve done for Fiscalnote, Swiftdine, and Armstrong Tire.

Content Strategy

A content strategy goes far beyond the words on a website or in an app. A strong content strategy dictates the substance, structure, and governance of the information an organization uses to communicate to its audience. It guides creating, organizing, and maintaining content so that companies can communicate who they are, what they do, and why efficiently and effectively. We’ve worked with organizations like the Washington Speakers Bureau, The Nature Conservancy, the NFL Players Association, and the Wildlife Conservation Society to refine and enhance their content strategies.

Still confused about the difference between brand and content strategy? Check out our flowchart.

Style Guide vs. Brand Guidelines

We often find the depth or fidelity of brand guidelines and style guides can vary greatly, and the terms can often be confused. When we create brand guidelines, they tend to be large documents that include in-depth recommendations about how a company should communicate their brand. Sections like “promise”, “vision”, “mission”, “values”, “tone”, etc. accompany details about how the brand’s logo, colors and fonts should be used in a variety of scenarios. Style guides, on the other hand, are typically pared down documents that contain specific guidance for organizations’ logos, colors and fonts, and don’t always include usage examples.

Design System

One question we get from clients often during a redesign or rebrand is, “How can I make sure people across my organization are adhering to our new designs?” This is where a design system comes into play. Design systems can range from the basic — e.g., a systematic approach to creating shared components for a single website — all the way to the complex —e.g., architecting a cross-product design system that can scale to accommodate hundreds of different products within a company. By assembling elements like color, typography, imagery, messaging, voice and tone, and interaction patterns in a central repository, organizations are able to scale products and marketing confidently and efficiently. When a design system is translated into code, we refer to that as a parts kit, which helps enforce consistency and improve workflow.

Comps or Mocks

When reviewing RFPs or going through the nitty-gritty of contracts with clients, we often see the terms mocks or comps used interchangeably to refer to the static design of pages or screens. Internally, we think of a mock-up as a static image file that illustrates proof-of-concept, just a step beyond a wireframe. A comp represents a design that is “high fidelity” and closer to what the final website will look like, though importantly, is not an exact replica. This is likely what clients will share with internal stakeholders to get approval on the website direction and what our front-end developers will use to begin building-out the site (in other words, converting the static design files into dynamic HTML, CSS, and JavaScript code).

If you're interested in joining our team of creative thinkers and visual storytellers who bring these concepts to life for our clients, we’re hiring in Washington, D.C. Durham, Boulder and Chattanooga. Tune in next week as we decipher the terms we use most often when talking about development.

Though I usually enjoy working from Viget’s lovely Boulder office, during quarantine I am now working from home while simultaneously parenting my 3-year-old daughter Audrey. My husband works in healthcare and though he is not on the front lines battling COVID-19, he is still an essential worker and as such leaves our home to work every day.

Some working/parenting days are great! I somehow get my tasks accomplished, my kid is happy, and we spend some quality time together.

And some days are awful. I have to ignore my daughter having a meltdown and try to focus on meetings, and I wish I wasn’t in this situation at all. Most days are somewhere in the middle; I’m just doing my best to get by.

I’ve seen enough working parent memes and cries for help on social media to know that I’m not alone. There are many parents out there who now get to experience the stress and anxiety of living through a global pandemic while simultaneously navigating ways to stay productive while working from home and being an effective parent. Fun isn’t it?

I’m not an expert on the matter, but I have found a few small things that are making me feel a bit more sane. I hope sharing them will make someone else’s life easier too.

Truths to Accept

First, let’s acknowledge some truths about this new situation we find ourselves in:

Truth 1: We’ve lost something.

Parents have lost more than daycare and schools during this epidemic. We’ve lost any time that we had for ourselves, and that was really valuable. We no longer have small moments in the day to catch up on our personal lives. I no longer have a commute to separate my work duties from my mom duties, or catch up with my friends, or just be quiet.

Truth 2: We’re human.

The reason you can’t be a great employee and a great parent and a great friend and a great partner or spouse all day every day isn’t because you’re doing a bad job, it’s because being constantly wonderful in all aspects of your life is impossible. Pick one or two of those things a day to focus on.

Truth 3: We’re all doing our best.

This is the most important part of this article. Be kind to yourselves. This isn’t easy, and putting so much pressure on yourself that you break isn’t going to make it any easier.

Work from Home Goals

Now that we’ve accepted some truths about our current situation, let’s set some goals.

Goal 1: Do Good Work

At Viget, and wherever you work, with kids or without we all want to make sure that the quality of our work stays up throughout the pandemic and that we can continue to be reliable team members and employees to the best of our abilities.

Goal 2: Stay Sane

We need to figure out ways to do this without sacrificing ourselves entirely. For me, this means fitting my work into normal work hours as much as possible so that I can still have some downtime in the evenings.

Goal 3: Make This Sustainable

None of us knows how long this will last but we may as well begin mentally preparing for a long haul.

Work from Home Rules

Now, there are some great Work from Home Rules that apply to everyone with or without kids. My coworker Paul Koch shared these with the Viget team a Jeremy Bearimy ago and I agree this is also the foundation for working from home with kids.

1. When you’re in a remote meeting, minimize other windows to stay focused
2. Set a schedule and avoid chores*
3. Take breaks away from the screen
4. Plan your workday on the calendar+
5. Be mindful of Slack and social media as a distraction
6. Use timers+
7. Keep your work area separate from where you relax
8. Pretend that you’re still WFW
9. Experiment and figure out what works for you

In the improv spirit I say “Yes, AND….” to these tips. And so, here are my adjusted rules for WFH while kiddos around: These have both been really solid tools for me, so let’s dig in.

Day Planning: Calendars and Timers

A few small tweaks and adjustments make this even more doable for me and my 3-year-old. First- I don’t avoid chores entirely. If I’m going up and down the stairs all day anyway I might as well throw in a load of laundry while I’m at it. The more I can get done during the day means a greater chance of some down time in the evening.

Each morning I plan my day and Audrey’s day:

When we make the schedule together it also helps me understand her favorite parts of the day and reminds me to include them.

Once our days are planned, I also use timers to help keep the structure of the day. (I bought a great alarm clock for kids on Amazon that turns colors to signal bedtime and quiet time. It’s been hugely worth it for me.)

Work from Home Rules: Updated for Parents

Finally, I have a few more Work from Home Rules for parents to add to the list:

1. Minimize other windows in remote meetings
2. Set a schedule and fit in some chores if time allows
3. Take breaks away from the screen
4. Schedule both your and your kids’ days
5. Be mindful of Slack and social media as a distraction
6. Use timers to track your own time and help your kids understand the day
7. Keep your work area separate from where you relax
8. Pretend that you’re still WFW
9. Experiment and figure out what works for you
10. Be prepared with a few activities
    • Each morning, have just ONE thing ready to go. This can be a worksheet you printed out, a coloring station setup, a new bag of kinetic sand you just got delivered from Amazon, a kids dance video on YouTube or an iPad game. Recently I started enlisting my mom to read stories on Facetime. The activity doesn’t have to be new each day but (especially for young kids) it has to be handy for you to start up quickly if your schedule changes
11. Clearly communicate your availability with your team and project PMs
    • Life happens. Some days are going to be hard. Whatever you do, don’t burn yourself out or leave your team hanging. If you need to move a meeting or take a day off, communicate that as early and as clearly as you can.
12. Take PTO if you can
    • None of us are superheroes. If you’re feeling overwhelmed- take a look at the next few days and figure out which one makes the most sense for you to take a break.
13. Take breaks to be alone without doing a task
    • Work and family responsibilities have blended together, there’s almost no room for being alone. If you can find some precious alone time don’t use it to fold laundry or clean the bathroom. Just zone out. I think we all really need this.

Last but not least, enjoy your time at home if you can. This is an unusual circumstance and even though it’s really hard, there are parts that are really great too.

If you have some great WFH tips we’d love to hear about them in the comments!