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Especially when we make guidelines that are going to be used potentially by
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hundreds of people, we have such a responsibility to do them properly.
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Hi everyone, welcome to a new episode of Data Stories. My name is Moritz Stefano
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and I'm an independent designer of data visualizations.
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In fact, I work as a self-employed truth and beauty operator out of my office
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here in the countryside in the north of Germany. And usually I record this podcast together with Enrico Bertini,
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who is a professor at Northeastern University in Boston. But today I'm solo.
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But luckily I'm joined by two guests today, which you will hear about in a minute.
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Just in terms of introductions, on this podcast, we talk about data visualization,
1:00
data analysis, and generally the role data plays in our lives.
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The topic today is data design themes, design systems, style guides,
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guidelines, design languages. You can already see there's a whole cosmos of new formats emerging here in this
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space that we want to explore together today. And hopefully you'll learn something new.
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And it's an exciting new emerging field.
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I hope we can shed a bit of light on these mysterious terms.
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Before we dive right in, just a quick note, our podcast is listener supported.
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We don't have any ads. So if you enjoy the show, you might consider supporting
1:40
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It's always much appreciated, also small amounts. It just keeps us going.
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Anything helps. And if not, it's also fine. Just keep listening.
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Anyways, let's get started. Let's dive right in. And now I can reveal our guests. our guests today are Gabrielle and Alain. Hi.
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Hi, Moritz.
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Hello. Thanks for joining me. Quick introduction. So Gabrielle,
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can you tell us a bit about yourself?
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Yeah. Hi, I'm Gabrielle Merite. I'm French. I'm an independent information designer.
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So I help ethically driven organization uncover important truth and share stories
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with intention backed by data.
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And I'm also currently, for another month, the senior DeDeviz designer at Pentagram
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in the team of Georgia Alubi.
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Which we also had on the show a few times and who's of course well known.
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And yeah, it's exciting to see you two work together.
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Yeah, the incredible Georgia.
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Ellen, how about you?
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Yeah, I'm Alan Wilson. I'm a principal designer at Adobe.
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Where I work primarily on the experience cloud, which is Adobe's enterprise
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business. We make marketing software and other tools to help large organizations
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keep their messaging and help their customers.
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And I guess the main thing that we'll be discussing today is my contributions
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to the design system at Adobe, which is called Spectrum. Right.
3:41
Yes. And this is also how we got in touch around two years ago because I started
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working together with Core, an agency in the UK on a design system for the World Health Organization.
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And yeah, and we sort of uncovered this whole world of wow, there's so much
4:00
happening in this space. And it's also really hard to orient yourself. Like it sounds so easy if somebody
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says, oh, we need some database style guide or guidelines.
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Can you help us do that? You know, everybody's like, yeah, sure,
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that sounds great. And then once you look into, oh, what do we do?
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What do we actually do now? What do we offer? What's the format?
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What's the scope of the whole project? You realize, oh, it's not even that clear.
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And everybody needs to figure out what they're doing in that space.
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And so, yeah, so there's so many flavors and approaches you can do.
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And so, yeah, I got in touch with you, Alan, and a few other folks who have
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experience in the field to help us guide along a bit. And here we are.
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So I know both of you have been working on these types of projects.
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So before we go into all the nuances, what the differences between different
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subgenres are, maybe we can start with the purpose.
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What, in your experience, do people hope to achieve when they start building
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a design style guide or start formulating design guidelines? Building a design style guide or start formulating design guidelines.
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What do you think? What's the hope connected to that? Or what's the value to
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an organization to have something like that?
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I guess I'll go first. I think the main value is answering questions, right?
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As organizations grow, you have to coordinate a lot more to make sure that you
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as a group have a coordinated voice.
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Space. Questions are very common, right? What font should I use?
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What are our standard colors? How do we lay out this particular document type?
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People need standards to communicate in a unified way.
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One of the things I like about this space is there's just such a broad range
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as you already touched on of ways to answer those questions.
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But for me, it's all about. Helping people do their jobs more effectively and efficiently by answering questions
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that they have a difficult time answering on their own.
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Mm-hmm.
6:11
I love that answer.
6:14
Yeah, that seems pretty comprehensive already.
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Yeah, I had a way more like strict like dot list. Yeah.
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But I love that answer of answering question because I think it answers a lot on the definition.
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I see, on mine, I kind of see like four kind of point of values.
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Efficiency, just the idea of answering questions faster.
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So just people being able to reuse design to know what to do.
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All these things come into efficiency. Consistency, which I think is the one that people don't always see.
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But for an organization, being able to reproduce a design over and over or reuse
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some time of... set of rules and principle that they can build upon, scale.
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And I think Alan is going to know that more than me.
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And then the one that I don't see often, but to add pentagram in my work that's
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been pretty important, which is recognizability. So in those guidelines in Style Guide, the idea of being able to produce something
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that is recognized by an audience, like brand them.
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And we don't talk about that often in data viz, but that's really important
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to me when creating style guides.
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Yeah. Yeah. And in the like more branding and PR and advertising world,
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brand guidelines are super common, right?
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And often we just receive them as, oh, here are our brand guidelines.
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Can you make sure the charts, you know, fit into that?
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Right. And so, yeah, that's already where we touch these wider like communication
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contexts. But in this world, it's very common to have like a big book with the
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fonts we use, these are the colors we have. This is how we pick photos.
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You don't crop photos like this, you crop them like that and so on.
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And yeah, I think in database it's a bit more new that we would,
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be so explicit about this is our approach, right? Yeah.
8:07
I think one of the reasons data is emerging more and more in the style guide
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space is because people are using it more and they have more questions about it.
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So we're traditionally style guides focused on how you use the logo and how
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you use photography and other visuals to communicate.
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People are using charts to communicate and they have questions about how to best do that.
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Yeah. Yeah. Yeah. So it's a natural evolution of us actually mattering, which is good.
8:33
Yeah, precisely. And there's this idea of like, you know, authority.
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I think in the world where trust is hard to gain, for organizations that have
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gained that trust or are trying to gain that trust, having that recognizability
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of like, oh, this specific data visualization is coming from this institution that I'm familiar with.
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And I can recognize that a very first look seems really important.
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In the public discourse.
8:59
Yeah. Cool. So I think we have the motivation is clear.
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So you want consistency, you want a scale design, you want to make sure all
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outputs coming from one source have a minimum level of quality,
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they're recognizable, they look from the same family at least.
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And not have to be a mysterious process process that some gifted rock star designers
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can only do, but sort of scale the capability to anybody.
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Ideally, right, that, oh, with the right ruleset and the right tools and the
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right building blocks, anybody can now make a chart that looks like coming from
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that organization and is solid. That's the hope. It's a big goal, of course. But now we're looking into,
9:49
okay, how can we enable that? What are the things we can supply? And this is super crucial to be clear about that.
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That's a trap I ran into in a few projects that we weren't really clear what
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the difference is between a style guide or a guidelines or a component system.
10:05
System. I like all these things. And then you realize, oh, they actually wanted
10:09
to have a big book with lots of data with do's and don'ts.
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And we were like, oh, we thought we're just designing a database theme,
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like pick some colors, right. And so there's a whole spectrum of possible outputs you can have, right.
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And maybe let's talk about a few of them.
10:27
And I try to organize it from small to big. So I think the smallest thing is
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probably like a design theme, where you say like, these are the colors and fonts
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you can use for a given charge or something like this.
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And maybe a brand has multiple themes like a light theme and a dark theme.
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It's like a skin you can apply to a chart like an Excel template type thing maybe.
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Then the next step is maybe a design system. Alan, is Spectrum a design system?
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Where's Spectrum on that ladder?
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Yeah, Spectrum is a design system and I would put it further down,
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maybe even at the very bottom.
11:06
At the bottom. I'm also in the bottom.
11:09
Yeah. When I think design system, I think the difference between
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a design system and a style guide or a theme
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or just a set of guidelines is a design system has infrastructure behind it
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So that when you make a change those changes roll out into all the places that
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they need to maybe there's also software components that exactly implement that stuff and Yeah,
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yeah And it provides resources for all parties that are involved.
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So the designers get the design assets they need,
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the engineers have the engineering components that they're going to use,
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and anyone else in the organization has the guidelines and materials,
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templates, things they need to do their work.
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And so, okay, cool. So we have design themes, automated in the design system,
12:04
and super well documented. So then how about guidelines and style guides?
12:09
How does that fit in? I don't know how Alan feels about it to me.
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So I work hard on that one. I was like, is there a difference between guidelines and style guides?
12:19
And I think we use it pretty freely in the design world.
12:23
It kind of, we use it, at least in the, you know, bright side of things,
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we use it kind of like whatever, we can exchange them.
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However, I could see a difference where for me, like one guideline could be
12:33
like do and don'ts versus a style guide is kind of putting all those guidelines together.
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So to me, style guide is a collection of rule. You know, it tells you what you're
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allowed to do and not to do given a context.
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And I guess I'm going to go one step further, but there's to me,
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the style guide, if you think about, if you remove style and you just keep guide,
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then you can also include elements of voice again, to that branding element.
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So not just doing dance on design, on color choices, but yes,
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on tonality, on content, on way
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more than just the look and feel and the practicality of design elements.
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So that's how I see the difference in guideline and style guides,
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but in the design world, we definitely use them almost as exchangeable.
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And that part cannot be automated or implemented well in software,
13:22
right? Like, how do you automate tonality?
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Can you? I don't know. But at least, let's say, a style guide or design guidelines
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are usually targeted at people making charts. Right? Is that fair to say?
13:38
I mean, I think all of these are targeted at people making charts.
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But to Gabriel's point, some focus more on the aesthetic part of the problems
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and the aesthetic questions. And others focus on the technical questions and implementations and things and
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systemize things a bit more.
13:55
More. Yeah, so you can see already, it's this muddy mess of people,
14:04
machines, data, audiences. It's an exciting space. And then really think about, okay, how can we abstract
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principles there and re-covering rules and not just solve problems once,
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but more or less for once and all, which is of course the hard part.
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It's funny because it reminds me of what Alan was saying about the design system.
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So at least just like Alain had placed it at the end, to me it's what encompasses
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everything, including Style Guide, but also design theme, design language,
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like the actual components and little design elements, like templates that you may have created.
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And I would call it a repository of institutional knowledge that solves problems,
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that keeps happening. Like that's how I would define it probably without even
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putting like what it is inside. It's just a big, big, big repository and it can be flexible depending on your institution.
14:58
Yeah, right.
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Yeah. I think another thing worth calling out is that sometimes data visualization is its own thing.
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There is a datavis style guide, and it lives up separate from the brand guide
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and the user interface guidelines and other resources.
15:18
But more and more, we're seeing all three of those things. And other things as well come to,
15:35
content guidelines in important ways that we need to account for.
15:37
Yeah. Yeah. Yeah, so there's a lot of overlaps with adjacent, maybe other design systems,
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like the branding or the UI design, and we need to see how we fit in with all of that.
15:51
I guess what's unique to data visualization is often the extra design vocabulary you need,
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like specific color scales that work, have certain functional properties or
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or chart types and all the things we're all familiar with, legends and axes and whatnot.
16:10
Yeah, one of the challenges with writing guidelines for data is that differs
16:14
from brand guidelines and others is some of the other areas are just self-evident
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and really easy to explain the guidelines for.
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And data visualization has its own language and its own set of things.
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I mean, it intersects with data literacy and some specific domain expertise
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that you might need to be effective. And often I find myself in writing the guidelines, I'm like,
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man, I need them also to read these books.
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Or I find myself wanting to teach data visualization as a discipline,
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and then I can give them guidelines on how to best use visualization.
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And if you don't have that foundation, sometimes the guidelines come off a bit
17:01
short because they have to be so basic.
17:05
Yeah, same problem here.
17:07
Yeah, and maybe that's the first real learning I think we all share probably
17:11
is like, you really need to define really well what the purpose of the whole
17:15
thing is and what your audience is.
17:18
Like, is it skilled information designers that use it or should it be implemented
17:23
in an automated system or should it be for total novices,
17:27
like a foolproof system, because that will shape everything in terms of what
17:32
do we even supply people with and in which form, right?
17:35
And yeah, I think if you skip that step, it's going to fall on your feet really soon.
17:42
That's my experience at least. But maybe to make this a bit more concrete, maybe we can talk about some of
17:51
the projects you've been working on in that space.
17:53
That gives people a bit of an idea of, okay, what are the different challenges
17:57
and the different types of flavors that exist? So, Alan, do you want to talk
18:02
a bit about Adobe Spectrum?
18:03
Sure, sure. So Adobe Spectrum is our design system.
18:10
If you want to take a look at it, you can find it at spectrum.adobe.com. And,
18:18
Yeah, the first thing I want to point out is that it's a whole team.
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There's a lot of people involved. And so I am a small piece of that whole ecosystem that builds and maintains that.
18:30
And the design system was about two years old before we introduced the data viz guidelines.
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We really struggled to articulate and structure the guidelines in a way that
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would make sense and be relevant to our users.
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And we still have a long way to go. I feel like the guidelines right now are
18:47
pretty basic, but yeah, we have that. And the primary purpose of our guideline
18:53
is to help people who are building software.
18:56
Right.
18:57
So it is used for our, you know, dot com website and some other things,
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but the primary focus is for how do we build, you know, really good software using that system.
19:09
Cool. Gabrielle, how about you?
19:11
So I worked on quite a couple and I can't talk about everything.
19:16
So I'll talk about the one I'm publicly allowed to.
19:19
I think the one that's the most public that you can see on the pentagram website
19:23
is the Deloitte insight. It's a guideline and templates, so it's not full design systems.
19:29
And so, DeLaw Insight is a magazine. It also has a web platform attached to it.
19:36
And previously, before I even joined Pentagram, the team with George Ilobby
19:39
had actually built guidelines for them before editorial database.
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So, we're more creative application. So, that was used only by information designer
19:47
that already knew the roles and were pretty comfortable with it.
19:50
Talking about audience here. And the issue that came back when they came back
19:54
was that we cannot give those guidelines pretty much to our normal designers.
19:58
So the team actually use external, a lot of external designers that are around
20:04
the world with different backgrounds from different countries.
20:07
And they produce like hundreds of data viz per month.
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And they're quite fast, so fast turnaround, you know, little supervision.
20:16
So we were in contact with more of the creative direction marketing data this
20:20
team within the organization, not so much the designers.
20:25
So we had to create templates and guidelines knowing that we have no contact
20:30
with the final designer that's going to use them. And they are not specialized in information design, not always at least.
20:37
And they have a high turnaround themselves because they're external contractors.
20:41
So it had to be pretty... It's really hard mode. It's like all the hard parameters are switched on, right?
20:46
Yeah, it had to be pretty strict. And also, we were working for both web and print.
20:52
Of course.
20:53
Why not? So just to add a little bit to that.
20:56
So yeah, and a bit of spice, you know.
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And the law inside covers any themes, so it can be any type of data,
21:02
whether it's about people, but you know, economic, like anything,
21:06
everything, throw it in together in one package.
21:10
So that was probably one that I can talk quite a bit on. And the other one is
21:15
for a nonprofit organization that I cannot name.
21:18
They work in the gender equality space. And this one was tricky because we had
21:22
to do it and they hadn't produced any work yet.
21:27
It was made simultaneously to a brand. And so they knew what type of data they were working with.
21:33
But they had not produced anything. So we didn't have anything to even review.
21:37
We had to do from start and we had to make sure it would be used by designers
21:41
and non-designers for social media, PowerPoints, anything possible.
21:46
So that was another challenge on really sensitive topics too.
21:50
So definitely interesting different challenges here.
21:55
Yeah, so you can see already it's quite different requirements and you need
22:00
to be smart about what you do, right? And how that will play out.
22:04
So maybe talking about process, then how do you...
22:10
Address this? Like, do you first build a lot of chart examples,
22:15
like in your design team, and then say like, okay, what are the recurring patterns?
22:19
What seems to work? What doesn't seem to work? Or do you do it more top down in terms of,
22:23
okay, we have the following principles, we have the following project constraints,
22:27
you know, and sort of do it very like deductive in the sense that,
22:31
okay, only one solution, you know, seems to work anymore, now that we have like defined everything?
22:37
Or is it a mixture? Like, how did you address these? How did you approach this
22:43
project? Maybe Gabby, you can.
22:45
Okay, I'll start. It might be very different because we so we even me as an
22:49
independent or within Pentagram, we are external contractors.
22:53
So we don't have access to everything internally in the organization that might
22:56
be quite different than the way Alan works typically.
23:00
So the way I like to work is I start with what I call analysis phase,
23:04
which is just looking at obviously who the organization is.
23:08
The more classic design brief analysis of who the client is,
23:11
what do they know, what do they don't know.
23:14
So if they have data visits, it's great because it gives you a great insight
23:17
on what has been produced, what type of data do they work with,
23:20
what are the mistakes they keep making, what are the problems they keep.
23:23
You can even have a whole almost user research phase.
23:26
So the idea is to... First the diagnosis, then the prescription, right?
23:32
Yeah, a little bit. But just identifying existing useful patterns,
23:36
things that have worked too and things that are not working in the current applications,
23:40
and who is working with it. It's way harder when we have a project, like I was talking earlier,
23:45
where we don't have access to those existing applications, because there's none.
23:51
But there's always a base somewhere of what data are they going to use?
23:54
Where is it going to be published? So I like the science in space and understanding, again, who is going to use the guidelines and,
24:02
This is the audience of the guidelines. So is it designer or non-designer?
24:05
Because it's not always for designer. But also who's the final audience of the data visualization?
24:11
So there's a second layer.
24:12
It's a double hop.
24:14
Yeah, there's a double hop here of like, OK, typically, if you work for a nonprofit,
24:18
the final product is going to be a public, a very uninformed public,
24:22
or on a sensitive topic. So what are the constraints already that I impose on
24:26
the project? So there's all this analysis phase.
24:29
And then I guess it's a bit of a mix match. What I like to do is a bit more of like,
24:33
if it doesn't exist anymore, it's kind of like doing design first and then link
24:38
that back to the foundation of, I find it difficult to build the foundation
24:43
first, decide the colors, everything without testing them, because you're gonna end up changing them.
24:48
So I tend to, even if the project doesn't include making templates,
24:51
kind of templatize a little bit, like test out some basic charts or things they
24:55
use regularly to see if we can start finding patterns and put that back into guidelines.
25:01
So that's kind of how it works. The only added thing that I do and then Pentagram
25:06
does too is what we call creative direction, which is maybe a little different
25:10
than a traditional style gal, which we're trying to find what makes those these evolutions stand out.
25:15
How do we connect them to the voice of the brand?
25:21
And so it's not just through just colors and typefaces, but is there something
25:25
specific, a specific way of a specific shape you use systematically.
25:29
So not just basic charts.
25:31
Like an actual design idea in a sense that there is, there's like a design approach to it.
25:36
Is there a metaphor that we can use throughout? Is there something that makes
25:39
it stand out that's just not a design decision, but that makes it unique?
25:44
And so that is a little more, on the creative side, that's less common.
25:47
And then it's even harder to explain in Style Guides. But it's part of that
25:51
thinking. And then usually you test that on basic chart and then you test that
25:55
on editorialized charts because all client usually needs editorial charts and not the most basic.
26:00
You know, the most traditional charts, just to check if it works in conjunction
26:04
with other organizational systems, like does it work in a magazine spread,
26:08
does it work in social media format? And then we systemize that and we put that all together in like extended guidelines.
26:15
Yeah, but there's an interesting tension because of course you and Georgia of
26:19
course are typically known and booked for a super creative, unique,
26:24
one of a kind work, right?
26:26
And now the expectation is you do that, but also make it repeatable. Right?
26:32
And so I think there's an interesting tension there.
26:35
Yeah.
26:36
It's definitely a challenge. It's actually quite interesting because we end up creating,
26:39
to me, it's almost like I split the guidelines into traditional charts with
26:43
the most traditional bar charts, bar charts, whatever you need to have that
26:47
needs to be made in PowerPoint, like we've got custom design,
26:50
especially if we have users that are not designers.
26:53
So PowerPoint, Canvas, RowGraph, the easy building building blocks that can
26:57
be reproduced and used for anything we port. But then we usually have a second
27:01
section that's for designers, an information designer.
27:05
And sometimes it can overlap a little bit. It can be very simple things that
27:09
you can do. Adding a shadow, adding a texture, photography.
27:13
How do you use photography? Do you crop it? Do you not crop it? Is it textured?
27:17
Is it black and white? Does it use a color? So this is something that we add
27:23
that's almost branding and that adds customization into the guidelines.
27:27
Cool. Yeah, that makes a lot of sense. And yeah, it's super interesting.
27:32
Ellen, I could imagine your process is totally different because you don't work
27:36
in an agency, but it's more this ongoing big ship instead of the little dinghy
27:42
with the little party on it.
27:44
Yeah, yeah. Earlier in my career, I worked for agency.
27:49
And we did a lot of brand guides and things of that nature, which certainly
27:53
informed a lot of the work that I do now, but yeah, it is different.
27:57
And I do think there's no one process for this stuff. It really is,
28:02
part of the problem here is figuring out what an organization needs and how
28:08
you can best deliver that. But for us, and one of the advantages of being an internal team is we can deliver
28:16
things incrementally, right? It's not a single deliverable.
28:21
We can do something and then add to that over time.
28:25
And so that's the approach that we've taken is, and we try and prioritize the
28:30
most important, most valuable, the things that are gonna have the biggest impact
28:34
and then keep adding to that. And at some point we'll reach a threshold where, the incremental value isn't
28:40
worth the incremental cost. Be that, actually monetary costs are just costing complexity because as your
28:46
system grows, You can't grow indefinitely or it becomes unusable because it's
28:53
too big and too complicated. Starting to run up against the bounds of what we feel is an appropriate level of complexity.
29:02
But yeah, we do start with the end in mind.
29:07
So we'll often produce a lot of example screens and visualizations and UIs and
29:13
then write the guidelines that would produce those, if that makes sense. So we work backwards.
29:21
Retrofit, basically. What would have been the rules that would have made these
29:26
choice that obviously seem to work.
29:28
Exactly. I feel like that's a good approach.
29:34
But at some point you have enough guidelines that you don't have to start with
29:38
the end and you can just take what's existing and expand it a little and then
29:42
see what comes out of it. Yeah.
29:46
That's something we also struggled with a lot is you want to get started somewhere
29:50
and build stuff and see stuff. Otherwise, how could you even progress in the
29:55
project? project, right? You need something visual to work with and to debate.
30:00
At the same time, you feel like it's such a big system. And if we just keep
30:04
making graphics, you know, it's never be a proper system system, right?
30:08
And so when when do you introduce these rules? Or do you redo all the example
30:13
charts you did before if some design decision changes?
30:17
Like, you know, how do you keep it dynamic also? And one thing I found there
30:23
is this design tokens approach that I'm super excited about.
30:27
It's like, so if you're a bit technical inclined or you like coding anyways,
30:31
then I think that's worth looking into because it's a really neat way to sort
30:36
of store all the basic design decisions in the standardized format.
30:39
And then ideally if the brand color changes or if the background color changes,
30:44
it all trickles through your implementations.
30:50
There's also the risk that you could then keep perfecting that system.
30:57
And it becomes a little hobby to clean the token structure and rethink about the hierarchies then.
31:04
But I think that helped me a lot to think about, okay, what are the building blocks?
31:10
We need a background color. We also need a sort of a shaded background color.
31:14
We need two text colors or maybe three, right?
31:19
Them by how they look, but what they do. Oh, it's the high contrast or the low contrast version of it.
31:24
And that helped me a lot to think about it in a structured way on the basic
31:29
LEGO building block level and stay flexible in terms of, oh,
31:33
I think we should change the text color on all charts.
31:35
That was much easier because we had that system in place. So yeah.
31:42
That's the benefits of design systems. Because I think instead of the GAN line
31:47
constrained versus as a design system and tokens and components and patterns
31:53
help you be more flexible. In my opinion, it's like, it's more, we're giving you the blocks and then you can make it yourself.
31:58
And here are just a couple of rules about big mistakes you could make.
32:03
And you know, at Pentagram we do a lot of just the rules only.
32:06
And I think that can be constraining and not flexible for an organization.
32:12
Yeah, on the flip side, I think it allows that creative work to have greater impact.
32:22
So if you have to design every chart by hand, you spend a lot of time designing
32:27
the same thing again and again and again and again.
32:30
But if you have a system and you're designing the system and playing with the
32:34
tokens, the output scales up really quickly. I mean, it's nearly infinite,
32:40
You have so many different outputs that can be automated.
32:44
And so, yeah, it's that flip. The other side of it, right, is that the creativity that is left to do is more
32:54
impactful and less menial.
32:57
Yeah, I love that. Because I think sometimes what you hear is,
33:00
well, we don't need one because we want to do creative things, but it's the opposite.
33:04
If you remove the small choices of picking the right font sizes,
33:07
font sizes, picking the right font away, then you can spend more time actually
33:11
looking for creative solution, but you have some blocks that are predefined
33:15
that makes it way faster. And repeatable, obviously.
33:18
So I tend to agree, I think it actually opens up more flexibility, if anything.
33:22
Yeah. But it's an ongoing thing. And I think another big challenge is,
33:29
I think the initial version is easy to build, right?
33:35
Like how do you make it grow? How does it evolve over time?
33:39
And how do you not have it end up like the German administration that has lots
33:44
of really good rules that in isolation make a lot of sense, but it's a bit too many of them overall.
33:52
And so how do you manage?
33:57
Complexity when things grow, right? Or even out of your hands at some point.
34:02
Like, what's the life cycle of the whole thing?
34:05
Well, my experience is the opposite. I think the first step is the hardest. Interesting.
34:09
The initial thing is so hard. Maybe it's just my nature that I want it to be
34:14
whole or complete in some way.
34:16
And just right from the beginning. Exactly. I have that kind of perfectionist
34:20
mentality. I don't want to put something out out there until it's ready and
34:23
I really am confident in it. But my, and so my experience is that part is the difficult part,
34:28
but once you do have something out there, then delivering incremental value
34:33
is a lot easier because you have a good feedback loop, right?
34:36
You know what people are using, you know what they like, you're hearing feedback.
34:42
I mean, designers have feedback, right? They'll tell you what is and isn't working
34:47
for them and you can spend time with them to get into the why.
34:50
And then for me, the rest of the process is more natural. It's a lot more service
34:55
oriented where you're like, oh, okay, well, this isn't working,
34:58
so let's focus on fixing it, or this doesn't exist yet, so let's create that thing.
35:05
And it's really just how many people need that. And that can be a little more
35:09
harder to determine, but you're just trying to measure impact.
35:14
Well, like, Gabby and I, we are brought in as external consultants, your in-house.
35:21
What do you think? What can the roles of external consultants be versus in-house folks?
35:28
I've also met people who said, design system? No, we don't work with external
35:33
people on our design system. That doesn't make sense, right? Because they've begun in three months,
35:38
then it takes care of the actual work that happens afterwards.
35:46
Or is there something we can do? I don't know. What's going to take on that?
35:52
Well, at Adobe, we treat Spectrum like a product, like any other product at Adobe.
35:57
It's a thing that we build. The differences, our user base is almost entirely
36:02
internal. We do have some external people, vendors and partners and so on,
36:08
and so on that use Vectrum. The primary audience is internal. And so I don't know how you would have a similar model with an agency.
36:17
Not to say that agencies don't play a role in creating some of the initial work
36:21
or coming in and helping you audit it or bring new life to it, bring new ideas.
36:30
Sometimes things can get a little stale internally because you're just kind
36:34
of recycling the same set of ideas among the same set of people,
36:38
so fresh perspective can be really useful.
36:41
I also think it depends on the nature of your organization, how big it is,
36:44
right? If you are a relatively small startup, you can't spare even a single
36:49
person to run a design system. That would be ludicrous to consider.
36:55
And so having someone build something for you that you can just use and maybe
36:59
touch up every year or so might be a better route to go.
37:04
There's as many solutions as there are problems.
37:06
Yeah, that's true. Gabby, any thoughts on that?
37:10
No, you raise a good point. Because I found it frustrating as a designer who
37:15
makes guidelines as a contractor, to just, we dropped it to a client and we're out of here.
37:21
Like, no feedback matters. There's a scope that's defined, there's a budget
37:24
that's defined. So if the scope was that we don't get feedback on it,
37:28
we don't get feedback on it. Even though it works or it doesn't work,
37:30
it doesn't matter almost because we get paid.
37:34
Unfortunately, that's how the business works. I hear you, Alan, and I agree. I think there's a space for it where a small
37:42
organization cannot afford, they don't have the time and the resources to set
37:46
it up, like the initial big phase of doing that work.
37:49
But I do think that the development and the incremental changes needs to be
37:54
done internally, otherwise you're going to end up paying an external agency
37:57
for everything and they are not as familiar to your organization needs.
38:02
Than the organization itself. As an extraordinary don't say that we have a value that we bring.
38:09
Maybe it's at the initial phase, maybe it's at a big review phase,
38:11
maybe it's just to, you know, nobody has time. So, you know,
38:15
you give them, you let them do kind of the work and then you take over.
38:18
But yeah, we cannot if you're going to maintain it, it has to be done internally.
38:23
I think, you know, oh, sometimes we can come at consulting to solve issues.
38:27
But I really think that, you know, our values are definitely limited here. We can't do it all.
38:33
Well, and I think that's part of the value of a design system,
38:37
is it needs to be a living thing. Because if it's static, it just doesn't continue to solve problems.
38:46
You need it to evolve to solve the different problems that you encounter.
38:50
So, yeah. Yeah, and I've been thinking a lot about that too.
38:55
How do we actually make sure people use the things that we design and keep using?
39:02
And they say like software is either maintained or abandoned.
39:05
And I feel like the same might happen with design systems.
39:08
If you don't like have somebody internally always pushing for this,
39:12
the system we use, it's cool. This is how you use it. Right.
39:15
And so you need also these these advocates and people who do onboarding with
39:20
new folks to keep it going and so on.
39:22
And yeah, and somehow you need to think about that whole social process around it as well.
39:27
Right. Yeah, the other thing I was thinking about, maybe it's good also not
39:32
to have so much rules, but more, maybe supply more templates or tools or like
39:38
really easy one-click solutions, you know, to do something.
39:42
So think about what's the threshold to even using your design system.
39:46
Like if it seems to be a big burden or like a big like, oh, I need to read this
39:52
whole book before I can make a single tried, you know, then that immediately might be off putting.
39:57
And if you're then not there to enforce it, it's like, yeah,
40:01
we don't care so much about this big rule book.
40:06
So yeah, but then again, you need to know really well what people want to make
40:10
with it. And maybe that's often not that clear.
40:13
It's interesting to think that... External contractors like me, for instance, are designer and use guidelines.
40:19
So we are often like the consumer of the product itself.
40:23
And so I guess the way I see it, I've changed quite a bit of the way Starguide
40:28
in agency work is often, Starguide only is a big PDF of 60 pages.
40:32
You know, PDF, all school, sometimes made for print. So vertical, right?
40:38
Also books, real books.
40:41
So it's interesting how you can just come in and be like, I know what I would
40:44
like. So to your point, I think sometimes we don't have access,
40:47
at least I didn't have access to the designer that would be using the book,
40:50
but I was like, here's what I wish I had. So, you know, text style, paragraph style made in advance in Illustrator.
40:58
Paragraph style made in advance in Figma.
41:00
Template documents, right?
41:01
Just that kind of thing. I don't want to have the copy paste,
41:04
the goddamn hex code anymore. Just things like that. So I think it's interesting how, you know,
41:10
But sometimes we forget also, we do things a certain way.
41:14
So it's interesting how sometimes having somebody new coming in can help with
41:19
that or can look at it being like, I'm not sure this is working for me.
41:22
Because I also find places where they're like, well, we do use the brand guidelines.
41:25
We don't really know what we need. So there's a balance in everything of asking the audience, having your own input
41:34
and being flexible enough to change how we do things every time.
41:38
For a new client, for instance, I change it every time.
41:40
Everything, including the basic charts or the decision charts,
41:44
and decided what chart to use when, It's different for every client, depending on the topic.
41:50
So it's definitely interesting how the audience can, can like force us to adapt
41:55
every time, even for just the initial brief. And then I can imagine internally how that changes.
42:00
Yeah.
42:01
I mean, I have a very similar experience. The very first foray I had into this
42:08
was like a 60 page PDF, exactly as you described.
42:13
And we printed it out and it actually, everyone loved it. Cause they had,
42:17
we didn't have anything like that before. And so people like engineers and designers had it at their desk and they'd have
42:23
it flipped open to pages, but they would be typing in those X codes and rebuilding
42:28
the buttons themselves. And so it was only a week or two before an engineer was like,
42:34
can we just get this in Git so that I don't have to rebuild all this stuff?
42:38
And we had designers that are like, where's the, this is how old I am as a designer,
42:43
where's the Illustrator template for this or the Photoshop template for this?
42:47
Or the palettes you can download and all that stuff.
42:50
Yeah, I just want an AAC file with my call of help.
42:52
Thank you. Exactly. And so we started to create those. And so it slowly evolved
42:58
from a PDF that people printed and kept on their desk to a website with downloadable resources.
43:05
And I think it's really important to meet people where they are.
43:10
There are times when you need to push people into new and different tools to
43:15
better do their job. But for the most part, they have the tools to do their
43:19
job and they just need you to provide the resources.
43:21
And so if your users are in PowerPoint.
43:25
Make it easier.
43:26
Exactly, if they're in PowerPoint and that's what they're using to build their
43:29
charts or Excel, you've got to provide those Excel and PowerPoint templates.
43:34
It pains me sometimes to say that, but it's true. And likewise,
43:38
if they're in R or Tableau, use the tools that they use, provide the resources
43:43
in that tool's format that form tools language and you'll be more successful by far.
43:51
Yeah, I think that's interesting. And I think that also, if you take that super serious means,
43:56
really, you can't be too picky about all this, the design details,
43:59
really, like, what the spacing is exactly, or, you know, what type of tricky
44:05
access configuration you have come up with, but really be more really clear
44:10
about these are our underlying principles.
44:12
And this is what, like, qualities all all of our charts should have in terms
44:16
of accessibility or voice or whatever, but then being really flexible about how that happens.
44:23
And maybe there as a designer, we need to be a bit more like,
44:26
the details don't matter that much, it's fine as long as the general direction is good.
44:34
Or am I being too generous here? No, there's a lot of truth to that.
44:39
But I feel like one of my roles as a designer is to never give up on the ideal, right?
44:45
So I always- It's facing matters. It does. That rounded corner makes a difference,
44:51
right? It's only a one pixel axi, but just round that corner and it just makes it sing, right?
44:59
And you can get that if they're working in one tool, but in another tool,
45:03
like it just doesn't support that. So there's a reality to what you're saying, but I do think we need to advocate
45:10
for the ideal and then compromise as needed.
45:15
Yeah, yeah. You can have one gold standard implementation also,
45:21
where you say this is how it really should look like.
45:24
That's how it's meant, but then maybe flexible on.
45:28
In a different context, it's fine if it doesn't hit all the design details.
45:32
I also found it, it's often that, to me, the pixel close, those precise details
45:39
helpful sometimes for specifically non-designers or people who are like not,
45:46
I think this, because we can't teach them design, we have to give them really
45:50
precise rules so that they don't have the understanding of what the right spacing in, text hierarchy.
45:58
And so we see it regularly when researchers make PowerPoint,
46:01
right? No offense to researchers out here.
46:04
We respect you, we used to be there, we know how it feels. But I think sometimes
46:08
they just don't have the sense, they don't have time to even learn,
46:12
and we don't wanna make them designers. So it's more, those rules can also be set up sometimes just to actually help
46:17
them without having to like give them free workshop on how to do database.
46:20
It's just like, here is it easy. You just have to follow this exact guidelines,
46:24
this exact pixel, this exact roundling corner in your software,
46:28
we give it to you so that you don't have to think about it really and to make your job faster.
46:34
Otherwise, interpretation is nice, especially as designers, we know how to do
46:37
things. So we feel more comfortable taking some freedom into interpretation of the guidelines.
46:42
But I think for other users, it might be really important to just help with
46:47
that and just give really precise guidelines that just makes their work easier.
46:50
But then I'm thinking if the exact one-to-one look really matters,
46:54
then maybe it's actually better to supply a software that creates the thing
46:58
as it should look, or a template, because otherwise you end up with really long, super detailed specs.
47:05
I think so, but it's hard to sell to clients sometimes.
47:10
At the industry level, I think that's what I run into is often we get scoped
47:15
for just the guidelines and no templates.
47:17
And they may come back six months later and ask for the templates.
47:19
That happens regularly. But you wish you could sell it and be like,
47:23
you're going to need this. Believe me, you're going to need this.
47:26
And the guidelines. Yeah, this is where this initial scoping comes in,
47:30
in terms of, okay, what do you hope to achieve? Who is this for?
47:34
What are the actual things we should supply because of that, right?
47:38
Yeah, interesting. And at the same time, the whole tooling landscape is shifting
47:41
too, right? It's like, what do you do your charts in?
47:45
There's a new answer to that every two years. And ideally, our stuff should
47:52
survive a few of these iterations as well in terms of tooling.
47:55
And so there are a lot of challenges there.
48:01
I think we need to sort of wrap things up semi-soon.
48:05
I have two more questions. So one is about are there any caveats,
48:09
traps, failures, things you wish you would have known before somebody sent you
48:14
on that impossible journey that you could share with our audience who might be new to the field,
48:22
like something valuable to avoid or just stuff that happened.
48:29
Oh boy, I would say be humble and listen.
48:34
I remember early on I had just discovered histograms and I'm like,
48:38
oh histograms, okay. And I thought I understood what a histogram was.
48:44
And I was writing guidelines and explaining to people and six months later I
48:51
realized I was wrong about some fundamental things.
48:56
And it was difficult to eat that crow and fix the wrongs that I had done.
49:03
Because people trusted me, right? I taught them things and I thought I was right
49:07
and they thought I was right. And I wish I had just been taking a little more
49:12
time to educate myself before I had put forth these things.
49:17
So early feedback and really get people to comment on everything.
49:23
Yeah, yeah.
49:26
Yeah, I like that you said people trust me, because to my point,
49:30
I think, especially at Contractor, we get a lot of trust, and they hire us as experts, right?
49:36
So we tend to be trusted, and you know, whatever we say, it's going to be the
49:41
Bible. And I found it problematic. Not problematic, but I found that it's a lot of responsibility that we forget, I think.
49:50
And I wrote about this recently, but I think especially when we make guidelines
49:54
that are going to be used potentially by hundreds of people or templates,
49:58
it's, we have such a responsibility to do them properly.
50:01
So not just for the users so that they're usable, easy to understand,
50:05
et cetera, et cetera. But I think we need to meet the big caveat when I got
50:09
lines is we don't approach like ethics in database and guidelines.
50:13
We're like, here's the job. This is how you make it. Especially when you like me and you work with a lot of data that like social data. So bad people.
50:20
Of course, I think it's getting more common, accessibility, some kind of rules.
50:25
It's becoming more common, but I still see a lot of it as just like,
50:28
here's the colors, here's the thing, do whatever you want. And I just, I want to start this conversation with,
50:33
you know, maybe we shouldn't, the colors matter, but maybe we should also question
50:39
like, should guidelines also offer more guidance on when do you actually need to do database?
50:46
Which database should you be doing? Like should you actually emphasize differences
50:50
between social groups, ethnicity for instance?
50:53
Like we have research nowadays that shows that maybe it's a problem to raise awareness this way.
50:58
And I'm wondering, and I know it's a little further than what designers are,
51:02
I think we get caught into the detail of design, but at least designers like
51:07
me who work on guidelines for those big organizations that,
51:09
you know, approaches like sensitive topics, I'm just wondering if there's a
51:13
place for us to be more responsible and think twice about the work we do and
51:19
give guidance on maybe even terminology. Like, how do we use, you know, ethnicities? Yeah, texts. Like,
51:27
you know, how are we, can we promote transparency in how data is sourced within
51:32
the guidelines? Like, I think there's so much more we can do with it that's
51:35
not just design related. So I guess that's my big statement. I just want designers to be a little more,
51:42
but to also space is happening.
51:45
Think about more than decoration of numbers, right?
51:48
Yeah. And also have that humility, you know. I think he makes a great point.
51:52
We are a little bit approaching a top-down approach, like designers say something,
51:56
and we are problem solvers.
51:58
Yeah, and also the hope is with this design system, it's the Bible.
52:02
It's once and for all, this is how you do it. And we all know this is not how it works.
52:09
You can be brilliant at your job and do it for 30 years, and still every project
52:13
is new, and there's always uncertainties and doubt.
52:16
And you could always do it this way or that way, and in the end you just make
52:20
an informed judgment call. but there's no absolute truth in design, right? And so, yeah.
52:27
I love that point because I think there's so many decisions that lead up to
52:31
the final product of a visualization. And a visualization doesn't often acknowledge those things, right?
52:40
I think that's one of the most problematic pieces of data visualization is because
52:45
it's so easy to trust. That's why we see so many problems emerge around dishonest
52:51
charts and things of that nature. Even the most well-intentioned individual is obscuring the actual truth to some
52:59
extent in an effort to tell a story or to simplify a problem or illustrate a point.
53:05
So I don't know how to solve that, but, and it goes back to,
53:08
I guess, one of my earlier points about the desire to educate people,
53:12
not just about styles, but about data literacy and all the overlaps and intricacies of data visualization.
53:20
I just, I think that's an important thing. And to your point,
53:25
Gabriel, we can't lose sight of that.
53:28
Yeah, I don't know how to do that in guidelines. It's definitely an education maybe,
53:32
but it is about, I think we tend to focus designer,
53:36
we're taught for a long time that we are like solution maker,
53:40
you know, but we should focus on approaches, on like something that's flexible,
53:44
agile, and that gives space to others to give the opinion and take decision,
53:49
you know, give them the best tool, including an educative tool,
53:52
to make those decisions rather than just get really strict guidance that might
53:56
be also found false or harmful in 20 years, because I think we see a lot of that nowadays.
54:03
Yeah, that's a great point. Maybe it's related to my last provocation that I
54:07
want to throw in here, because maybe I'm just getting old, but I find that a
54:11
lot of design is really boring these days. Like web design is super boring.
54:14
Everything looks the same. There's like big round buttons.
54:18
You know, I feel like there's like five templates and they are just applied all over the whole web.
54:24
And I think in a way it's cool because everything's super easy to use now.
54:28
No surprises. It's like, cool, I know my way around.
54:34
On the other hand, I feel like if we streamline everything and everything gets
54:38
formalized and optimized and templatized and standardized, where's the fun in that?
54:48
No, don't we abstract away all the interesting, a bit uncomfortable,
54:54
weird, edgy things? If everything becomes formalized and standardized?
55:00
And are we contributing to that with our design system work?
55:03
That's something I've been thinking about.
55:05
I have a thought on that. So it's an interesting question because you said,
55:10
I know my way around, which I think most people do, and the idea of we've standardized
55:15
web design, for instance, is pretty standardized.
55:17
I think there's a question of like, it's standard that's for who?
55:22
Because we're in this conversation, right? We're standards, you're centric and then Americans.
55:28
And I think we need to ask this question of like, when we do that,
55:33
when we automatize things, when we do this thing of standardizing,
55:38
do we take into account enough people?
55:42
I think we all have this thing of like, this is how design is done.
55:46
Modernism, it needs to be clean and minimal and sensitive.
55:50
Like, why?
55:51
You know, when you look at design from East Asia, like, it might look very different.
55:55
And to the eyes of American designers like me, I mean, like,
55:58
it's messy. It doesn't respect text hierarchy. It's not albedica.
56:02
Well, no, albedica doesn't write like in the story, guys.
56:06
So it's interesting how I wonder, I'm not against it. I actually found it like, to me, automating.
56:11
But you question if it's actually true or if it's just a slice of reality or...
56:16
Is it for the right thing? When is it used? How is it used? For who is it used?
56:21
Is I think those questions that, you know, are like, I find challenging.
56:25
Like, I want to automate my workflow. I want to, I think it's so practical to
56:29
have those technology, Figma components. Like, it's so great. I just wonder if we automate, we tend to repeat a certain
56:37
point of view in design that has been put by a certain type of population.
56:41
And maybe it doesn't apply to everyone, it's not fit for every audience.
56:45
Yeah, I agree with that. I think that I like that.
56:52
I think my take on it is that sometimes it's an enabler. We've talked about
56:57
that a little bit already. By systemizing design, it enables you to design a lot of things at once.
57:05
And that's really cool. And I think that's really powerful.
57:11
And typically, the thing that kind of design you're enabling is,
57:15
to your point, more it's pretty expected and not terribly exciting.
57:21
But it works and it's usable. But that's not to say you couldn't build a system
57:26
that is just wild and crazy and super creative.
57:32
So I think I'm really excited for the next 10 years because I think not only
57:38
are the tools that we to do this work going to continue to evolve and change,
57:43
and there's going to be new ones and things, I think the work that comes out
57:48
of those tools is going to be better too.
57:51
I think one of the challenges to being creative isn't necessarily the systemization,
57:57
it's the feedback loop, right? Right now, like I author my system over here, and then I see the results over
58:03
here, and it's very difficult to kind of connect all those dots.
58:09
And I think software is going to get better and better providing creative feedback
58:14
loops for all types of design, not just.
58:18
The kind of traditional print and web design that we've done up until now,
58:21
but the more system level design.
58:23
If you think about AI tools, they can generate hundreds of variations of something,
58:28
and then you pick and curate and combine.
58:31
That's a whole new thing. Exactly.
58:34
I think the idea of curating, I'm obsessed with AI, I think it's going to change
58:40
how we approach things. I think it's a tool.
58:42
It's just a tool. So we need to use it as a tool and it's not a finality.
58:46
It's not just you run it and then you just dump it and that's done.
58:49
And if we involve human beings in it and we still have a customization of it,
58:54
you know, and we we curate the result, then then that's the it seems like the
58:58
right approach to do that.
58:59
Yeah. Yeah. And maybe Lego is a good metaphor in a sense that it's super standardized.
59:04
Like Lego is the most standardized tool you could think of or toy you can think of, right?
59:09
Actually, each block is super boring, but you can build anything out of it.
59:14
It's like endless fun, right? And so maybe, yeah, thinking about more like,
59:18
oh, it's building blocks. It's something you can play with and build stuff out of, you know,
59:23
is a better thought than it's a book of laws. You have to abide to it. Yeah.
59:29
It might also help with gatekeeping in a way. Like, I wonder how much,
59:33
when I'm seeing AI mid-journey, like how much of now people who are creative
59:37
but never got the chance to be educated, have the time to learn Photoshop can produce art.
59:43
There's so much, obviously it's a little further away from a discussion,
59:46
but automation and all those tools that are going to make our work practical
59:49
is also going to allow more people to join the community of designers.
59:52
Like, designers are going to take a bigger, you know, a bigger umbrella,
59:57
maybe we'll have more people with different opinions and different backgrounds.
1:00:01
It's a good point. So the more people we bring in, immediately we have more
1:00:05
diversity because there's more viewpoints represented. Yeah.
1:00:10
Oh, now I'm thinking about AI plus design systems.
1:00:13
That's such a combination, right? If you had Infigma, like you have your little...
1:00:18
I've seen some.
1:00:19
Some people are working on some.
1:00:20
It's definitely coming. I'm like, I don't have to do the components by hand anymore. It'd be great.
1:00:25
That would be kind of nice. Just write a little text. Make all the buttons we need.
1:00:30
And here we go. Yeah. You could also teach, as you said, a design idea or a
1:00:37
principle or a certain approach and then just see a hundred variations of that.
1:00:43
I think that's exciting. Cool. So I'm glad there's a positive spin to my slight doubt at the end.
1:00:54
But I think there is an interesting tension there. And it's what I also want to keep exploring.
1:01:00
Like how can we make work that lasts and is really like professional and solves
1:01:06
people's problems, but also still
1:01:08
keep things exciting and inspiring and provoking also sometimes, right?
1:01:13
So I think that's the the eternal design tension that we all have to deal with.
1:01:18
Wonderful. I think that was a great conversation.
1:01:22
I hope we didn't confuse you all with our design system nerd talk.
1:01:29
We'll put a few links in the show notes to the examples we discussed, a few resources.
1:01:34
And yeah, maybe we can do a follow-up episode on AI plus design systems now
1:01:39
that we're all excited about. Yeah. In the meantime, thanks for joining me and see you soon.
1:01:47
Thank you, Moritz. Bye-bye. Hey, folks. Thanks for listening to Data Stories again.
1:01:56
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