User Experience Task Force Section 4.0 – User Experience Directive The User Experience Task Force (UETF) Work Plan includes the directive to determine and subsequently recommend options to provide the most cohesive and intuitive website presentation. Approach Step 1 - A review of the website development best practices * and industry standards for web site presentation was conducted. This review resulted in the following recommendations that are important to note for the User Experience Task Force: • Analytics - Collect metrics on: customer focus and experience; quality and compliance; and recognition, in accordance with privacy and other policies. Make changes to your website based on data, not opinion or "executive whimsy". • Mobile - Design your site with mobile users in mind, and test your site on mobile browsers to ensure the public can access your information on the go. • Usability and Design - Do regular user testing on your site with real customers, to ensure they can easily and successfully complete their tasks. Design and develop your site for a broad range of visitors and browsers, including mobile devices and those with lower-end hardware and software capabilities Implement a coherent information architecture (IA) and navigation scheme (including common labels), and use it consistently throughout your site. • Managing Content - Regularly review your content (at least annually, and more often for popular content), and update or archive as appropriate. Ensure content is written for the web, using words familiar to the intended audience, so people can easily find what they need (usually via search), and understand what they need to do. • Social Media - Include links to official social media channels • Site Policies Page - Create a page entitled “Site Policies” that includes links to required information and important policies. * Web Technology Best Practices for Federal Agencies User Experience Task Force See Appendix A – HowTo.Gov Page 1 1/9/14 User Experience Task Force Step 2 - The review of other public sector sites and other state’s transparency sites was conducted in the following manner. The US PIRG report “Following the Money 2013” dated March 2013 is the fourth annual report that provides an assessment of each state’s online spending transparency. The Sunshine Review report “2013 Transparency Report Card – Bringing state and local government to light” examines the websites of each state government, the five largest counties and cities in each state, and the ten largest school districts in each state. These two independent reports were reviewed to identify a short list of public sector websites to be reviewed in detail. The 16 websites selected for in depth review were: Entity Website U.S.PIRG March 2013 report on access to government spending data Sunshine Review 2013 Transparency Report Card Overall Grade Texas www.texastransparency.org A B+ Illinois http://accountability.illinois.gov/ A- B+ Oregon http://www.oregon.gov/transparency/ B+ B Utah http://utah.gov/transparency/index.html B+ B Louisiana C C+ New York http://wwwprd.doa.louisiana.gov/laTrac/p ortal.fcm http://www.openbooknewyork.com C B Colorado http://tops.state.co.us D+ B N. Carolina http://www.ncopenbook.gov/ D B N. Dakota http://data.share.nd.gov/pr F C Wisconsin http://sunshine.wi.gov F B Michigan https://www.michigan.gov/openmichigan A- C+ Pennsylvania www.pennwatch.pa.gov B B+ Massachusetts www.mass.gov/transparency A- B New York City https://data.cityofnewyork.us n/a B UK Government Virginia Schools https://www.gov.uk. n/a n/a http://www.doe.virginia.gov/statistics_rep orts/school_report_card/index.shtml n/a B+ User Experience Task Force Page 2 1/9/14 User Experience Task Force The selected sites were reviewed by three individuals with various professional backgrounds and technology experience to obtain different perspectives. The sites were reviewed focusing on two major categories: Data contained on the site and the functionality provided by the site. The information gathered is listed in Appendix B. Step 3 – The detail results of the review are contained in a separate spreadsheet supporting this report. Step 4 – The Usability standards to provide consistent and intuitive navigation should include: Responsive Design - Designing websites “responsively” is the best way to ensure that the data we present will look as good as possible in whatever browser our citizens choose. Conduct User Testing - Before any new website is launched, user testing should be conducted with a sample of citizens that represent the larger population who will be accessing this data. Install Analytics - We can make all of the assumptions we want about how citizens will engage with the data we present, but ultimately, the data will give us the most honest and thorough picture of how citizens are actually accessing this materials. Free products like Google Analytics should be installed on all websites and reviews of pre-determined metrics should be conducted regularly. Browser Compatibility - Websites should be compatible with the following browsers: Google Chrome versions 24-current, Internet Explorer versions 8-current, Firefox versions 21-current and Safari versions 5.1-current. Consistent Navigation - Top navigation throughout the website where this data will be presented should remain consistent as citizens navigate from page to page. Professional Copywriting - Well thought-out copy will go a long way in ensuring that citizens understand the information we are presenting. Copywriting plays a critical role in the presentation of any website and should be done by the best writers we can find. Content Management - All copy should be regularly reviewed, updated and archived as appropriate. Feedback Forms - Wherever this data is presented, citizens should have the option to fill out a form to provide feedback on their experience using the website. Step 5 – In order to obtain input from the public, the User Transparency Task Force main page provides the option for public comment. In November, an email account was activated and the opportunity to comment was communicated to the public and through other open government organizations such as the First Amendment Foundation. After approximately 6 weeks, there have been no public comments received. See Exhibit C. User Experience Task Force Page 3 1/9/14 Analysis User Experience Task Force In analyzing the 16 websites, there were several differences in the evaluations of the same site by different reviewers. This should be expected as the user experience is unique to each person and is subjective. Given this consideration, the review of best practices and industry standards, below are the recommendation obtained from the data. Recommendations and Lessons Learned 1. Audience – The purpose of the design is to provide state operational and financial information for a specific audience – the public. This consideration requires the design to be focused, clear and concise. 2. Navigation – There are several considerations in this area: a. Depth – The user should not have to drill down into the site more than 6 clicks from the main page on any topic. b. Web Portal Boundary – The user should be notified if the selected link will transfer them to another site and be provided the option to return to the portal. c. Grouping – Identify like information and group it accordingly in one area. d. Consistency – All of the headings, lists, graphics and other design considerations such as color schemes, fonts and spacing should be consistent throughout the portal. There should be a consistent layout from page to page related to the function and location on the page. e. Breadcrumbs – Should be provided throughout the navigation of the portal. f. Content map – The organization of the website should be provided. 3. Data a. All data should be provided on the website in a uniform format. b. All data should be provided in a download standard format such as csv. c. All data should be provided in a browser readable format such as pdf. d. All data should be searchable on the site. e. All data should be displayed in graphic format relative to a topic. 4. Options a. HELP – HELP options should be available on the main page. b. Contact information, site ownership, and last update date should be provided as appropriate. c. Feedback on the all pages should be provided. d. Social media resources should be accessible. e. Consider subscription-based alerts. 5. Technical considerations a. Websites should be compatible with major browsers and the list of supported browsers should be published and readily accessible. User Experience Task Force Page 4 1/9/14 User Experience Task Force User Experience Task Force Page 5 1/9/14 User Experience Task Force Exhibit A User Experience Task Force Page 6 1/9/14 User Experience Task Force Exhibit B UETF Section 4.0 User Experience Evaluation of Transparency Review of public sector transparency sites and initiatives External review # Information available on the site State Agencies Cities Counties U.S.PIRG Sunshine March 2013 Review 2013 report on Transparency access to Report Card Budget Budget government Overall Budget Financial Financial Spending Funding Data Grade Entity Website spending and Report Report data Data Center data Finance Check Check Register Register User Experience Task Force Functionality Supported by the site School Special Courts Universities Districts Districts Budget Budget Budget Financial Financial Financial Report Report Report Check Check Check Register Register Register Is Data Sortable? Budget Tracking Data Social Single One-click Financial feature By By Export/ Media Website or User research Report Other with e-mail Comments Agency Category Download? Sharing? multiple Friendly? answers? Check alerts? (Y/N) (Y/N) websites? (Y/N) Register (Y/N) Page 7 1/9/14 User Experience Task Force Exhibit C User Experience Task Force Page 8 1/9/14