{"id":285,"date":"2019-10-18T10:21:06","date_gmt":"2019-10-18T14:21:06","guid":{"rendered":"https:\/\/www.bloomberg.com\/ux\/2019\/10\/18\/ux-and-change-management-bloombergs-4-guidelines-for-rolling-out-ui-product-updates\/"},"modified":"2019-10-22T15:50:19","modified_gmt":"2019-10-22T19:50:19","slug":"ux-and-change-management-bloombergs-4-guidelines-for-rolling-out-ui-product-updates","status":"publish","type":"post","link":"https:\/\/www.bloomberg.com\/ux\/2019\/10\/18\/ux-and-change-management-bloombergs-4-guidelines-for-rolling-out-ui-product-updates\/","title":{"rendered":"UX and change management: Bloomberg&#8217;s 4 guidelines for rolling out UI &amp; product updates"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-295\" src=\"https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/Bloomberg-0482.jpg\" alt=\"Man working at a Terminal\" width=\"800\" height=\"533\" srcset=\"https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/Bloomberg-0482.jpg 800w, https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/Bloomberg-0482.jpg 300w, https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/Bloomberg-0482.jpg 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<p><em>How, as a UX designer, do you redesign an existing product or feature without disrupting the workflow of hundreds of thousands of financial professionals? Bloomberg\u2019s product rollout cycle is a blueprint for UX-led optimization that respects your customers\u2019 time. <\/em><\/p>\n<p>Change is hard. But that\u2019s not to say change is bad. It\u2019s essential to growth, innovation, and customer loyalty. As our founder and CEO Michael Bloomberg says, \u201ccustomers&#8217; needs evolve and we provide what they want or lose their business.\u201d<\/p>\n<p>UX designers empathize with users \u2013\u00a0listening to those evolving needs and working to continuously improve the products and services they interact with every day. But how change is introduced to users is often as important as the change itself.<\/p>\n<p>Take, for instance, the example of Snapchat in 2018. A sudden, disruptive change in the messaging platform\u2019s user interface (UI) <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2018-02-22\/snap-royalty-kylie-jenner-erased-a-billion-dollars-in-one-tweet\">led to a user revolt<\/a>, resulting in <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2019-04-10\/snap-projected-to-lose-users-in-the-u-s-for-the-first-time\">millions of lost users<\/a> and a petition begging for a switch back to the original interface.<\/p>\n<p>UX designers working on popular, market-leading products don\u2019t just need to drive innovation \u2013\u00a0they need to manage how existing users experience those innovations. It is, in essence, the equivalent of changing tires on a moving car.<\/p>\n<p>This is especially true at Bloomberg, where Bloomberg Professional Service (aka \u201c<a href=\"https:\/\/www.bloomberg.com\/professional\/solution\/bloomberg-terminal\/\">The Terminal<\/a>\u201d) clients rely on their knowledge of the Terminal to respond with speed and precision to market conditions \u2013 making real-time decisions that impact global financial markets. Created in 1981, the Bloomberg Terminal brings together real-time data on every market, breaking news, in-depth research, powerful analytics, and communications tools in one fully integrated solution. Changes to the Terminal, however well intentioned, have the potential to interrupt established workflows and derail our clients\u2019 businesses if not handled properly.<\/p>\n<p>That\u2019s why Bloomberg\u2019s UX team designed an approach for rolling out enhancements and feature optimizations that puts users firmly in charge of the pace of change. Bloomberg\u2019s product rollout cycle gently introduces product upgrades, while slowly phasing out older versions.<\/p>\n<p><strong>Do\u2019s and Don\u2019ts: Designing Bloomberg\u2019s product rollout cycle<\/strong><\/p>\n<p>At Bloomberg, our clients\u2019 attention is a precious commodity. So, when we think about the typical UI elements designers use to communicate product updates or draw attention to a new feature, we acknowledge our constraints and are very aware about what actually works.<\/p>\n<p>Here are some things we know DO NOT work for Terminal users:<\/p>\n<ul>\n<li><strong>Notifications:<\/strong> Our clients use multiple monitors in their workflows \u2013 meaning an on-screen notification is easily missed (or potentially disruptive).<\/li>\n<li><strong>Pop-ups and Banners<\/strong><strong>:<\/strong> Users often dismiss them without reading them.<\/li>\n<li><strong>Emails: <\/strong>Emails only speak to what has just changed, are quickly out of date, and might never be read (or be read and forgotten) by the time a user actually uses the new feature.<\/li>\n<\/ul>\n<p><strong>Bloomberg\u2019s 4 guidelines for rolling Out UI &amp; product upgrades<\/strong><\/p>\n<p>If you\u2019re a UX designer, product manager or someone working to find an empathetic, user-centered way to introduce a new product feature, here are four guidelines Bloomberg\u2019s UX team recommends you follow.<\/p>\n<p><strong>Guideline #1: Start by informing users of significant changes early on<\/strong><\/p>\n<div id=\"attachment_289\" style=\"width: 810px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-289\" class=\"wp-image-289 size-full\" src=\"https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/change1.jpg\" alt=\"Terminal update screen\" width=\"800\" height=\"576\" srcset=\"https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/change1.jpg 800w, https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/change1.jpg 300w, https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/change1.jpg 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><p id=\"caption-attachment-289\" class=\"wp-caption-text\">We found a persistent, yellow callout box (left) performed well for continually alerting users to change. Clicking the box takes users to a new feature \u201ctour\u201d page (upper right) that allows them to explore the new feature via a guided onboarding process (lower right).<\/p><\/div>\n<p>Users should never be surprised by software upgrades when their work relies on that software. Our product rollout cycle is premised on a long-communication cycle that informs users change is coming as early as possible. One way we start broadcasting the change is to use a small callout on the application that invites users to try the new version. Clicking on the callout opens a window explaining the full list of changes \u2013 allowing them to upgrade if, and when, they\u2019re ready.<\/p>\n<p><strong>Guideline #2: Empower users by giving them a generous window of time to schedule their transition<\/strong><\/p>\n<div id=\"attachment_298\" style=\"width: 810px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-298\" class=\"wp-image-298 size-full\" src=\"https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/change3.jpg\" alt=\"Chart showing changes\" width=\"800\" height=\"388\" srcset=\"https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/change3.jpg 800w, https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/change3.jpg 300w, https:\/\/assets.bbhub.io\/company\/sites\/34\/2019\/10\/change3.jpg 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><p id=\"caption-attachment-298\" class=\"wp-caption-text\">Bloomberg\u2019s product rollout cycle is built around \u201cgentle\u201d change \u2013 allowing us to listen to user feedback before changes are universally applied. As you can see in the above, change is designed to rollout gradually and accommodate a client\u2019s workflow.<\/p><\/div>\n<p>Our product rollout cycle is designed to give users a large window of time to convert to a new version. We\u2019ve found there\u2019s no \u201cone rule\u201d for the ideal amount of time for a feature rollout \u2013 but that a defined process is ideal. Our process is designed to phase new versions in steadily, while slowly sunsetting\/depreciating the existing version. This follows a consistent, phased switchover that gives us time to collect feedback, while ensuring users have adequate time to opt-in to scheduling the appearance of a new UI or feature set.<\/p>\n<p>Due to vacations or holidays, users might miss that a change is coming \u2013\u00a0or they might not visit an application frequently enough to have prepared for the change prior to the next time they need it. In the end, it\u2019s impossible to know for sure \u2013 so a large transition window that follows a process allows time to gather feedback and make changes before surprising a user with a new version of a product they\u2019ve come to rely on.<\/p>\n<p><strong>Guideline #3: Popups should only be used as a last resort<\/strong><\/p>\n<p>The main thing we try to avoid with a new feature rollout is disruption to a client\u2019s workflow. While notifications can come in many forms \u2013 from visual to auditory \u2013 it\u2019s crucial that these alerts not cause undue distraction from the client\u2019s task at hand, or that it completely halt their workflow.<\/p>\n<p>A pop-up might sound like a good way to alert a user to a change but, in practice, we\u2019ve found clients don\u2019t read them before dismissing them. This can compound the difficulty of alerting a user to a change because it\u2019s hard to revisit a pop-up once dismissed.<\/p>\n<p><strong>Guideline #4: When in doubt, give users the flexibility to revert back to older versions <\/strong><\/p>\n<p>If all else fails, go back. Users shouldn\u2019t be forced into a change until they\u2019re ready, and, in an ideal rollout cycle, users can revert back to a previous version if they need to. Bloomberg\u2019s UX team eventually aims to allow users to revert to a previous version for a period of time if they so desire.<\/p>\n<p>A user may accidentally opt-in to a new version unintentionally. As part of a product\u2019s change management process, there should be an option for users to revert back in the event they\u2019re unprepared for a change and need a familiar interface to complete their work. Users shouldn\u2019t be allowed to defer a change forever, but they should be given avenues to use an older version to avoid severe disruption to their workflows.<\/p>\n<p><strong>Managing change<\/strong><\/p>\n<p>At Bloomberg, we often talk about UI optimization and product innovation as a \u201crevolution within an evolution.\u201d It\u2019s important that changes to existing products accommodate a user\u2019s preference for what they know and love today, while slowly migrating them to newer versions that enable greater productivity over time.<\/p>\n<p>To drive product innovation that doesn\u2019t disrupt existing workflows, consider these guidelines for your product rollout cycle.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How, as a UX designer, do you redesign an existing product or feature without disrupting the workflow of hundreds of thousands of financial professionals? Bloomberg\u2019s product rollout cycle is a blueprint for UX-led optimization that<\/p>\n","protected":false},"author":204,"featured_media":295,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-285","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ux"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>UX and change management: Bloomberg&#039;s 4 guidelines for rolling out UI &amp; product updates - Bloomberg UX<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bloomberg.com\/ux\/2019\/10\/18\/ux-and-change-management-bloombergs-4-guidelines-for-rolling-out-ui-product-updates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UX and change management: Bloomberg&#039;s 4 guidelines for rolling out UI &amp; product updates - Bloomberg UX\" \/>\n<meta property=\"og:description\" content=\"How, as a UX designer, do you redesign an existing product or feature without disrupting the workflow of hundreds of thousands of financial professionals? 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