THE BRIEF

The goal of the site was to create a well-organized hub for a trove of resources that had been previously provided in one-off conversations. He also knew that those resources would only continue to grow, making it important to build a living site that appealed to public officials and future funders alike. 

Together, we architected a vision for The Lab Manual website, identifying the essentials for launch and features to phase in later. Key goals included:  


THE APPROACH

Oomph knew we had to look beyond traditional government and research sites to achieve The Lab Manual’s unique digital goals. We conducted in-depth stakeholder discovery sessions and scoured websites across industries, from data-rich websites like FiveThirtyEight to e-reader apps like Kindle, to gather inspiration for the features The Lab Manual needed: engaging long-form content, strong visual storytelling, and interactive data. Then, we engineered a website for The Lab Manual that felt like a dynamic guided journey. 

Telling a Story Through Design & Development

A Narrative-Driven Homepage

To captivate users from their first click, we created a storytelling-focused homepage that concisely explained The Lab Manual’s mission and resources. Animated elements also helped make the page feel more immersive than a traditional linear scroll. We mocked up the animations directly in Figma so the client could see, rather than imagine, the user experience — saving time and effort during the development process. 

Custom Educational Features

Oomph designed the website to be thought-provoking, but The Lab Manual wanted to leave readers with answers — not more questions. Our designers and developers collaborated to build features that helped readers understand content without interrupting the story. Key features included a linked glossary to expand on key terms used throughout the site; a pop-up search for other terms and topics, rather than relegating additional information to the footnotes; and a map created with Mapbox to help visitors find nearby policy labs.

Three phones showing various features of The Lab Manual, including the top of a chapter page, a glossary, and a pop-up citation.

Simplified Content Management

Despite the complexity of its content, The Lab Manual needed to be simple to manage. Our developers built a CMS-less solution the client could edit using Markdown, making it easier and more cost-effective to update content as The Lab Manual grows.


THE RESULTS

Bridging Science and Policy, Now & For the Future

With a solid MVP in place, we are already seeking new features and content opportunities to serve The Lab Manual’s growing user base. The website has quickly caught the eye of the industry, winning a GDUSA Digital Design Award. For The Lab Manual, though, the real win is bringing what was once a lofty vision into reality — a resource that provides government officials with the tools to create effective, evidence-based policies. 

A sample of screens from The Lab Manual website, including a “Project portal toolkit” module landing page, an interactive map, links to tools, and an index.

Everyone’s been saying it (and, frankly, we tend to agree):  We are currently in unprecedented times. It may feel like a cliche. But truly, when you stop and look around right now, not since the advent of the first consumer-friendly smartphone in 2008 has the digital web design and development industry seen such vast technological advances.

A few of these innovations have been kicking around for decades, but they’ve only moved into the greater public consciousness in the past year. Versions of artificial intelligence (AI) and chatbots have been around since the 1960s and even virtual reality (VR)/augmented reality (AR) has been attempted with some success since the 1990s (That Starner). But now, these technologies have reached a tipping point as companies join the rush to create new products that leverage AI and VR/AR. 

What should we do with all this change? Let’s think about the immediate future for a moment (not the long-range future, because who knows what that holds). We at Oomph have been thinking about how we can start to use this new technology now — for ourselves and for our clients. Which ideas that seemed far-fetched only a year ago are now possible? 

For this article, we’ll take a closer look at VR/AR, two digital technologies that either layer on top of or fully replace our real world.

VR/AR and the Vision Pro

Apple’s much-anticipated launch into the headset game shipped in early February 2024. With it came much hype, most centered around the price tag and limited ecosystem (for now). But after all the dust has settled, what has this flagship device told us about the future? 

Meta, Oculus, Sony, and others have been in this space since 2017, but the Apple device has debuted a better experience in many respects. For one, Apple nailed the 3D visuals, using many cameras and low latency to reproduce a digital version of the real world around the wearer— in real time. All of this tells us that VR headsets are moving beyond gaming applications and becoming more mainstream for specific types of interactions and experiences, like virtually visiting the Eiffel Tower or watching the upcoming Summer Olympics.

What Is VR/AR Not Good At?

Comfort

Apple’s version of the device is large, uncomfortable, and too heavy to wear for long. And its competitors are not much better. The device will increasingly become smaller and more powerful, but for now, wearing one as an infinite virtual monitor for the entire workday is impossible.

Space

VR generally needs space for the wearer to move around. The Vision Pro is very good at overlaying virtual items into the physical world around the wearer, but for an application that requires the wearer to be fully immersed in a virtual world, it is a poor experience to pantomime moving through a confined space. Immersion is best when the movements required to interact are small or when the wearer has adequate space to participate.

Haptics

“Haptic”  feedback is the sense that physical objects provide. Think about turning a doorknob: You feel the surface, the warmth or coolness of the material, how the object can be rotated (as opposed to pulled like a lever), and the resistance from the springs. 

Phones provide small amounts of haptic feedback in the form of vibrations and sounds. Haptics are on the horizon for many VR platforms but have yet to be built into headset systems. For now, haptics are provided by add-on products like this haptic gaming chair.

What Is VR/AR Good For? 

Even without haptics and free spatial range, immersion and presence in VR is very effective. It turns out that the brain only requires sight and sound to create a believable sense of immersion. Have you tried a virtual roller coaster? If so, you know it doesn’t take much to feel a sense of presence in a virtual environment. 

Live Events

VR and AR’s most promising applications are with live in-person and televised events. In addition to a flat “screen” of the event, AR-generated spatial representations of the event and ways to interact with the event are expanding. A prototype video with Formula 1 racing is a great example of how this application can increase engagement with these events.

Imagine if your next virtual conference were available in VR and AR. How much more immersed would you feel? 

Museum and Cultural Institution Experiences

Similar to live events, AR can enhance museum experiences greatly. With AR, viewers can look at an object in its real space — for example, a sarcophagus would actually appear in a tomb — and access additional information about that object, like the time and place it was created and the artist.

Museums are already experimenting with experiences that leverage your phone’s camera or VR headsets. Some have experimented with virtually showing artwork by the same artist that other museums own to display a wider range of work within an exhibition. 

With the expansion of personal VR equipment like the Vision Pro, the next obvious step is to bring the museum to your living room, much like the National Gallery in London bringing its collection into public spaces (see bullet point #5).

Try Before You Buy (TBYB)

Using a version of AR with your phone to preview furniture in your home is not new. But what other experiences can benefit from an immersive “try before you buy” experience? 

What’s Possible With VR/AR?

The above examples of what VR/AR is good at are just a few ways the technology is already in use — each of which can be a jumping-off point for leveraging VR/AR for your own business.  

But what are some new frontiers that have yet to be fully explored? What else is possible? 

Continue the AR/VR Conversation

The Vision Pro hasn’t taken the world by storm, as Apple likely hoped. It may still be too early for the market to figure out what AR/VR is good for. But we think it won’t go away completely, either. With big investments like Apple’s, it is reasonable to assume the next version will find a stronger foothold in the market.

Here at Oomph, we’ll keep pondering and researching impactful ways that tomorrow’s technology can help solve today’s problems. We hope these ideas have inspired some of your own explorations, and if so, we’d love to hear more about them. 

Drop us a line and let’s chat about how VR/AR could engage your audience. 

Portable Document Format, or PDF, files have been around since 1992, offering a software-agnostic solution for presenting and sharing digital documents. For organizations that existed before the ’90s, PDFs became an easy way to move from physical to digital; they could take the same documents they used to print and now share them digitally as PDFs.

A few years after PDFs were officially launched, CSS came onto the scene as the preferred computer language for styling web pages. Over the following three decades, PDF capabilities grew alongside CSS and other digital technologies, giving creators new ways to lay out and publish their content.

Fast forward to today. Developers worldwide (Oomph among them) have been making websites for a while. We have online forms, interactive databases, and of course, plain old text on a webpage. And yet, PDFs persist.

What’s So Bad About PDFs?

Mobile Phones

Think of the last time you tried looking at a PDF on your phone. First off, there’s the issue of finding it. Depending on your operating system and browser, the file might open right in a new browser tab, or it might download and disappear into some folder you forgot about until this exact moment. (And of course, when you find the folder, you realize this is the fifth time you’ve downloaded this same file.)

Now that you’ve opened the file, you see the tiny text of an 8.5” x 11” page shrunk to a quarter of its intended size. So you pinch, zoom, and drag the page around your screen. You might rotate your phone to the dreaded horizontal orientation to fit a whole line of text at once. If this PDF is a fillable form, you may be simply out of luck on your mobile device unless you’re ready to go down a rabbit hole of separate apps and workarounds.

If, for just a minute, we want to ignore the massive amount of mobile usage — including the 15% of American adults who fully depend on phones for internet access — there’s plenty more cause for PDF concern.

Accessibility

Let’s talk about accessibility. There’s a good chance that your digital properties, including PDFs, are legally required to conform to accessibility standards. This is true for government entities — both federal and more recently, state, local, and district governments, thanks to a Title II update — as well as businesses and nonprofit organizations. 

Beyond the legalities, the CDC reports that about 27% of American adults have a disability. While not all 70 million of these people use a screen reader, we know some people use assistive technology even if they don’t identify as having a disability. (When’s the last time you pressed a button to open a door just because your hands were full or to let a large group of people pass through?) Improvements for the sake of accessibility, more often than not, lead to a more effortless, more intuitive experience for everyone.

While it’s possible to make a PDF accessible, the process for doing so is extensive and involves several manual checks. This can be so time-consuming and specialized that businesses and professionals dedicate themselves entirely to remediating PDFs for accessibility. 

Of course, making a website accessible isn’t as easy as plug-and-play, but accessibility should already be built into the system. Content editors who are not technical professionals can publish accessible content with relative ease on an accessible website platform (as long as we can all remember not to link “click here”) but are typically left to their own devices when it comes to documents.

Brand Reputation

Beyond these critical issues, there are a few more problems that are less vital to users but could have a negative business impact. 

For one, documents like PDFs open up a whole world of styling possibilities. The flexibility might feel like a benefit at first, but give it a little time and I’m certain you’ll start seeing inconsistencies from one document to the next. Add in a few more people preparing these files, and those small differences will pile up, giving users an impression that maybe the business is not quite as put together as they thought. (Not to mention that every change in presentation is asking users to understand a new format, slowing them down or confusing them.) Consistency is key to building a trustworthy brand; every unnecessary variation erodes that trust.

There’s also the near certainty that the information provided in PDFs will need updating. When that happens, you’d better make sure to delete the old file in favor of the new one and update all your links. Since the file format made it easy (or necessary) for users to download the content to their devices, there’s a greater chance that they’ll hold onto old information, even though a newer version is now on the website.

Finally, storing important information in PDFs gives you less control over optimizing for search engines. Google has a tough time reading PDF content (though proper tagging and metadata will help), so these files often rank lower in search results than webpages with similar content. The more that content lives in PDFs and not webpages, the more your SEO will suffer, and the less likely people will be to find and consume your content.

What You Can Do Instead

Like I said, PDFs solved a real problem… 30 years ago. They still have their place today, but more often than not, there’s a better way.

Does It Need To Be a PDF?

When the PDF is just a basic document of text, we recommend turning that into a basic webpage of text. It’s easy to say, but making it happen might mean taking a fresh look at why that information is in a PDF in the first place.

Custom Layout

If you’re using PDFs to create a certain layout, consider how you can achieve something similar through CSS. You might be able to build something you like using the layout and style options already available in your CMS, but you probably won’t create a perfect 1:1 match. 

Any design in a Word or Google document can also exist on a webpage. If there’s a certain design you use time and time again in your PDFs that you just can’t recreate with the web editing tools, you might need some new code. It becomes an exercise in prioritization to weigh the benefits of building a custom layout against the time and cost of doing so. 

Also, remember that a design that works well for a printed page may not be the best design for a responsive webpage. Rather than recreating the exact layout digitally, ask yourself what you’re trying to achieve with the layout and whether there’s a better way to meet that same goal. While unique designs may be more difficult to create on a webpage than a PDF, I’d urge you to consider this a benefit in most cases. Limitations create consistency, which will most likely simplify the experience for both content editors and users.

Designing for Print

Speaking of print, that might be another reason for including PDFs. You may know that a portion of your audience will want to print out the page, maybe to annotate it or to have it on hand as they complete a related task.

In reality, you can serve this user without sacrificing everyone else’s online experience. Developers can use targeted CSS to customize how a webpage will print or export — including what content will display and its styling. Going this route affects how the page will print with the browser tool, and you could even provide a “Print” link if that’s a common need. Ultimately, targeted CSS means the printed content can look as similar or different from the webpage as needed. 

Process 

Another common cause for PDFs is that they’re simply baked into the content publishing process. Whether from fear of changing approved content or a lack of knowledge around what’s possible in the CMS, content teams may use PDF uploads as a fallback for publishing the information quickly and moving on.

A solution here may be to bring your site editor into the process sooner. As the web expert, they can speak to what will work well and what might need to change when moving the content to a webpage. The site editor may need to be heavily involved at first, but their load should lighten as the writers and other team members learn the website’s needs. 

In some cases, it might also be worth building new CMS templates, such as content types. This can be especially helpful for reinforcing consistency when several people manage the website. If the content needs to follow a specific format, a highly structured edit form can act as an outline. You can share this template with the original content creators so that everyone is working toward a shared goal. 

Repurposed Content

Most likely, your organization does more than manage a website. Maybe you have a brick-and-mortar office with brochures and paperwork, or you host webinars with branded slide decks. There are plenty of reasons you might create and share documents other than uploading them onto your website, but you still want the same information available online. And since it’s already put together, the easiest way to share it could be to upload the PDF.

Unfortunately, this is a situation where easy doesn’t cut it. The same tri-fold brochure that looks professional and appealing on a reception desk can be confusing and annoying on a computer or phone. A printed form works great for in-office visitors, but a web form can give users the benefits of autocomplete and progressive disclosure they’ve come to expect online. 

The best experience for your users requires attention to their context. Ultimately, we need to be intentional and thoughtful about what users need in their current situation, which may require different presentations of the same content.

Embrace Digital

We’re not expecting to see the end of PDFs on websites anytime soon. For one, sometimes it’s simply out of your control. Maybe you’re providing an official government form that only exists as a fillable PDF. Even if the document is internally produced, change may be lengthy and involved, requiring buy-in from those who hold the purse strings.

While we wait for the world to change, we can advocate for a better user experience. If a PDF “needs” to stay, maybe you can duplicate the most important content onto the page linking to it. If you have any control over the document itself, you can test for accessibility and make sure it’s properly tagged. Get started with the tools and guidance we’ve collected in this accessibility resources document.

How easily your audience can access your information and services sets the tone for how they perceive your organization. The good news is that there’s so much you can do to make their experience positive, no matter how they choose to interact with your content. If you need help, let us know.

A world without third-party cookies is fast approaching. Big-name browsers like Safari and Firefox already block them by default, and Google Chrome —  the biggest browser of them all —  is set to follow. 

First, a quick refresher: Websites use cookies to store data in your browser specific to that website and other sites. The question, though, is who the website is storing the data for. Third-party cookies store data that allows advertising services to track your behavior on any given site, while first-party cookies are those a website uses for its own purposes. 

Like most things, not all cookies are created equal. As browsers transition to these new defaults, some will make the grade, while others will be blocked for good. What does this mean for your website, and how can you get ahead of the change? We’ll walk you through it. 

Are Cookies Really Going Away? 

That depends on the type of cookies your site uses. Browsers are slowly blocking third-party cookies by default — those associated with cross-site tracking for ad networks like Facebook or LinkedIn — but first-site, or same-site, cookies will remain. 

That means that if retargeting is essential to your paid marketing strategy, you may need to rethink your approach. But any cookies you use to support your site features and functionality can keep on keeping on, assuming your users have agreed to the use of those cookies on your site. For example, you may be able to keep track of previously viewed content and use that information to suggest other relevant content to that user. So don’t say goodbye to your cookie consent services either; you still have to give users the chance to opt out of any first-party cookies. 

Why Now? Haven’t We Been Using Cookies Forever? 

While cookies have been a web-surfing staple for almost as long as we’ve been using the internet, that’s not necessarily a good thing. 

Legislation like GDPR in Europe, the California Consumer Privacy Act, and the New York Privacy Act are tightening restrictions on the use of consumer data, and rapidly increasing cybersecurity threats in recent years have illuminated the risks of large-scale data storage. Consumers have also begun to prize their privacy, realizing that their information is valuable and no organization should be looking over their shoulder as they browse. 

Ultimately, phasing out third-party cookies is about doing what’s best for your users. Making the move now can help instill trust in your website, since users know you aren’t capturing their data behind the scenes. Cookie consent forms also put the data you do use out in the open, showing users that your organization takes their privacy seriously and is prepared to protect it. 

How Will The End of Third-Party Cookies Impact My Industry? 

Not all organizations will feel the shift equally. We’ve seen some verticals get ahead of the curve, while others are naturally less reliant on third-party cookies. Here are some key industry-specific areas to consider. 

Healthcare

Strict privacy laws and regulations like the Health Insurance Portability and Accountability Act (HIPAA) have turned healthcare organizations into pioneers in this area. The Office of Civil Rights even published a bulletin warning organizations about third-party cookies. 

Many of the healthcare brands we support at Oomph are already focused on safeguarding user privacy because they’re used to doing it with medical records. One of our clients, for example, is already exploring adopting an in-house analytics tool hosted on their own server. If your healthcare organization is relying on third-party cookies for any marketing efforts, analytic insights, or other website features, start thinking now about the best way to phase them out. 

Higher Education

Many institutions we work with are using third-party cookies because of digital efforts to drive student enrollment. When implementing personalization cookies, be sure they are implemented with the proper “SameSite” attribute value. Then be sure to engage your vendors; we’ve encouraged many of our higher education clients to explore how their vendors are preparing for this transition.  

Nonprofits

Like higher education, nonprofits should review the vendors and larger ad networks they rely on to build their volunteer base or drive donations. Many nonprofits don’t use these services, but those that do should get ahead of the change, otherwise you may stand to lose an important fundraising channel. 

4 Steps To Prepare for the End of Third-Party Cookies

Cookies, analytics, and cross-site tracking might all sound like areas best left to the pros. But there’s a lot you can do to prepare your organization for the move away from cookies, as well as critical opportunities to pull in a vendor to maintain the functionality you need. 

Audit Your Site

A website audit should always be your first step. Taking stock of the cookies you use is the best way to get a handle on the changes you’ll need to make. Tapping your web partner is a great idea here, too. Your vendor should be able to identify existing third-party cookie warnings, which can help shape your audit. 

For example, while we were updating a client’s email marketing integration recently, Chrome notified our developer that our client’s vendor was sending third-party cookies. We then reached out to the vendor to continue the conversation, knowing that those cookies had to be addressed.

Identify Affected Cookies 

The goal of your audit is to identify all third-party cookies that won’t make the cut. Don’t stop by just listing the cookie, either. Review what function it serves and the role it plays in your organization’s digital footprint. You may have to get rid of the cookie, but that doesn’t mean you have to ditch the strategy it’s tied to. 

Reach Out to Your Vendors

Ask vendors about their plans to handle the transition away from third-party cookies, and feel out whether they’ll still be able to offer the service they currently provide. Consider it a red flag if the vendor is uninformed or unprepared; you might have to seek out alternatives if there’s even the slightest chance your current vendor will be defunct by the end of the year. 

Design Alternatives

The end of third-party cookies is daunting, but it’s also exciting. Take this opportunity to innovate on your users’ behalf. How can you design engaging new experiences that still exceed their expectations? That’s more than possible, so long as you have the right tools in place.

This could be a self-hosted analytics tool you build yourself or new local storage solutions to replace the role of cookies. You might also consider a fully authenticated experience for the users of your site. Lean on a trusted partner here, too. Vendors with website expertise can guide you toward the right solution for you and your users.

Cookies on the Brain? 

For many organizations, this is the most they’ve thought about cookies in years. Third-party cookies have become so essential to building a business online, and yet they’ve largely flown under our radar. But while this change may feel overwhelming, making the switch doesn’t have to be. 

Here at Oomph, we see this as a golden opportunity for organizations to put their users first, and we’re already taking steps to help our clients do just that. 

Need a hand bringing your website into a world beyond third-party cookies? Let’s talk about it.


The Brief

New Drupal, New Design

Migrating a massive site like healthdata.org is challenging enough, but implementing a new site design simultaneously made the process even more complex. IHME wanted a partner with the digital expertise to translate its internal design team’s page designs into a flexible, functional set of components  — and then bring it all to life in the latest Drupal environment. Key goals included:


The Approach

The new healthdata.org site required a delicate balance of form and function. Oomph consulted closely with IHME on the front-end page designs, then produced a full component-based design system in Drupal that would allow the site’s content to shine now and in the future — all while achieving conformance with WCAG 2.1 standards.

Equipping IHME To Lead the Public Health Conversation

Collaborating on a Comprehensive Content Model

IHME needed the site to support a wide variety of content and give its team complete control over landing page layouts, but the organization had limited resources to achieve its ambitious goals. Oomph and IHME went through several rounds of content modeling and architecture diagramming to right-size the number and type of components. We converted their full-page designs into annotated flex content diagrams so IHME could see how the proposed flex-content architecture would function down to the field level. We also worked with the IHME team to build a comprehensive list of existing features — including out-of-the-box, plugins, and custom — and determine which ones to drop, replace, or upgrade. We then rewrote any custom features that made the grade for the Drupal migration.

Building Custom Teaser Modules

The IHME team’s design relied heavily on node teaser views to highlight articles, events, and other content resources. Depending on the teaser’s placement, each teaser needed to display different data — some displayed author names, for example, while others displayed only a journal title. Oomph built a module encompassing all of the different teaser rules IHME needed depending on the component the teaser was being displayed in. The teaser module we built even became the inspiration for the Shared Fields Display Settings module Oomph is developing for Drupal.

Creating a Fresh, Functional Design System

With IHME’s new content model in place, we used Layout Paragraphs in Drupal to build a full design system and component library for healthdata.org. Layout Paragraphs acts like a visual page builder, enabling the IHME team to construct feature rich pages using a drag and drop editor. We gave IHME added flexibility through customizable templates that make use of its extensive component library, as well as a customized slider layout that provides the team with even more display options.

You all are a fantastic team — professional yet personal; dedicated but not stressed; efficient, well-planned, and organized. Thank you so much and we look forward to more projects together in the future!

CHRIS ODELL Senior Product Manager: Digital Experience, University of Washington

The Results

Working to Make Citizens and Communities Healthier 

IHME has long been a leader in population health, and its migration to the latest version of Drupal ensures it can lead for a long time. By working with Oomph to balance technical and design considerations at every step, IHME was able to transform its vision into a powerful and purposeful site — while giving its team the tools to showcase its ever-growing body of insights. The new healthdata.org has already received a Digital Health Award, cementing its reputation as an essential digital resource for the public health community.

High-quality content management systems (CMS) and digital experience platforms (DXP) are the backbone of modern websites, helping you deliver powerful, personalized user experiences. The catch? You have to pick your platform first. 

At Oomph, we have a lot of love for open-source platforms like Drupal and WordPress. Over the years, we’ve also built applications for our clients using headless CMS tools, like Contentful and CosmicJS. The marketplace for these solutions continues to grow exponentially, including major players like Adobe Experience Manager, Sitecore, and Optimizely.

With so many options, developers and non-developers with a project on the horizon typically start by asking themselves, “Which CMS or DXP is the best fit for my website or application?” While that is no doubt an excellent question to consider, I think it’s equally important to ask, “Who is going to implement the solution?” 

CMS/DXP Solutions Are More Alike Than You Might Think

I recently attended the annual Healthcare Internet Conference and spoke with quite a few healthcare marketers about their CMS tools. I noticed a common thread: Many people think their CMS (some of which I mentioned above) is hard to use and doesn’t serve them well. 

That may very well be the case. Not all CMS tools are created equal; some are better suited for specific applications. However, most modern CMS and DXP tools have many of the same features in common, they just come at different price points. So here’s the multi-million dollar question: If most of these products provide access to the same or similar tools, why are so many customers displeased with them? 

Common Challenges of CMS/DXP Implementation

Often, we find that CMS users get frustrated because the tool they chose wasn’t configured to meet their specific needs. That doesn’t necessarily mean that it was set up incorrectly. That’s the beauty of many of today’s CMS and DXP products: They don’t take a one-size-fits-all approach. Instead, they allow for flexibility and customization to ensure that each customer gets the most out of the product.

While enticing, that flexibility also burdens the user with ensuring that their system is implemented effectively for their specific use case. In our experience, implementation is the make-or-break of a website development project. These are just a handful of things that can derail the process:

  1. The implementation partner didn’t fully understand how their client works and configure features accordingly.
  2. The demands of user experience overshadowed the needs of content editors and admins. 
  3. Hefty licensing fees ate away at the budget, leaving behind funds that don’t quite cover a thorough implementation. 
  4. The project was rushed to meet a tight deadline. 
  5. The CMS introduces new features over time that add complexity to the admin or editing experience. 
  6. Old features get sunsetted as new capabilities take their place. 

Most of the work we do at Oomph is to help our clients implement new websites and applications using content management systems like Drupal. We have decades of combined experience helping our clients create the ideal user experience for their target audience while also crafting a thoughtful content editing and admin experience that is easy to use.

But what does that look like in practice? 

4 Steps for a Successful CMS Implementation

Implementation can be the black box of setting up your CMS: You don’t know what you don’t know. So, we like to get our clients into a demo environment as soon as possible to help them better understand what they need from their CMS. Here’s how we use it to navigate successful CMS implementation: 

  1. Assess the Capabilities of the CMS

The first step can be the most simple at face value. Consider what the CMS needs to do for you, then find a CMS that includes all of those features. Content modeling (more on that below) is a key part of that process, but so is auditing your team’s abilities. 

Some teams may be developer-savvy and can handle less templated content-authoring features. Others may need a much more drag-and-drop experience. Either use case is normal and acceptable, but what matters is that you identify your needs and find both a CMS and an implementation process that meets them. That leads us to the next point.

  1. Test-Drive the CMS Early and Often

You wouldn’t buy a car without test-driving it first. Yet we find that people are often more than willing to license a CMS without looking under the hood.

Stepping into the CMS for a test drive is a huge part of getting the content editing experience right. We’ve been designing and engineering websites and platforms using CMS tools for well over a decade, and we’ve learned a thing or two along the way about good content management and editing experiences. 

Even with out-of-the-box, vanilla Drupal, the sky’s the limit for how you can configure it. But that also means that nothing is configured, and it can be difficult to get a sense of how best to configure and use it. Rather than diving into the deep end, we work with our clients to test the waters. We immediately set up a project sandbox that offers pre-configured content types, allowing you to enter content and play with a suite of components within the sleek drag-and-drop interface.

  1. Align User Experience with Content Authoring

Beyond pre-configured content and components, our sandbox sites include a stylish, default theme. The idea is to give you a taste both of what your live site could look like and what your content authoring experience might be. Since so many teams struggle to balance those two priorities, this can be a helpful way to figure out how your CMS can give you both. 

  1. Finalize Your Features & Capabilities 

While a demo gives you a good idea of the features you’ll need, it might include features you don’t. But discovering where our pre-built options aren’t a good fit is a good thing — it helps us understand exactly what YOUR TEAM does and does not need.

Our goal is to give you something tangible to react to, whether that’s love at first type or a chance to uncover capabilities that would serve you better. We’ve found this interactive yet structured process is the CMS silver bullet that leads to a better outcome. 

Content Modeling

Another key part of our project workflow is what we call content modeling. During this phase, we work with you to identify the many content types you’ll have on your website or application. Then, we can visualize them in a mapping system to determine things like: 

With a solid content model in place, we can have a higher level of confidence that our CMS implementation will create the right content editing experience for your team. From there, we actually implement the content model in the CMS as soon as possible so that you can test it out and we can make refinements before getting too far along in the process.

Content Moderation & Governance

Many clients tell us they either have too much or too little control over their content. In some cases, their content management system is so templated or rigid that marketing teams can’t quickly spin up landing pages and instead have to rely on development teams to assist. Other teams have too much freedom, allowing employees to easily deploy content that hasn’t been approved by the appropriate team members or strays from company brand standards. 

Here at Oomph, our mantra is balance. A good content editing process needs both flexibility and governance, so teams can create content when they need to, but avoid publishing content that doesn’t meet company standards. Through discovery, we work with clients to determine which content types need flexibility and which ones don’t. 

If a content type needs to be flexible, we create a framework that allows for agility while still ensuring that users can only select approved colors, font types, and font sizes. We also identify which content needs to be held in moderation and approved before it can be published on the website. 

Taking the time to discuss governance in advance creates a CMS experience that strikes the right balance between marketing freedom and brand adherence. 

Implementation Turns a Good CMS Into a Great One

Modern CMS/DXP solutions have mind-blowing features, and they will only continue to get more complex over time. But the reality is that while picking a CMS that has the features you need is important, how it’s configured and implemented might matter even more. After all, how helpful is it to have a CMS with embedded artificial intelligence if making simple copy updates to your home page is a nightmare? 

Implementation is the “it” factor that makes the difference between a CMS you love and one you’d rather do your job without.

Interested in solving your CMS headaches with better implementation? Let’s talk.

It’s no secret: Higher education institutions are complex. 

Between multiple campuses, multiple audiences, and a high volume of content, higher ed marketing and communications teams have a ton to juggle.

And that’s before you throw a new website into the mix.   

Not long ago, the team at Oomph partnered with the University of Colorado (CU) and Keene State College (KSC) to redesign sites for each institution. While their asks – and end products – were unique, the processes had a lot in common. So much so that we’re peeling back the curtain on our discovery process to give other higher ed institutions the tools to deliver websites that meet business goals and audience needs. 

In this article, we’re turning our lessons learned into a discovery playbook that can help higher education institutions set the stage for a successful site redesign. 

The Projects

University of Colorado Giving Platform 

The University of Colorado has an active and engaged alumni network that loves supporting all things CU. The university came to Oomph because it needed a donor funds platform that could keep up. The goals of the discovery process were to:

While CU had a gut feeling about what it would take to meet internal expectations and keep prospective donors happy, gut feelings aren’t enough to build a website. CU knew that a professional perspective and data-backed analysis would lay a firm foundation for the site redesign. 

Keene State College Main Website

KSC, a public liberal arts college in New Hampshire, wanted a refreshed main website that would resonate with prospective students, current students, and alumni alike. For KSC, key goals during discovery were to:

The team came to Oomph with ideas but wanted research validation and guidance to nurture those ideas into a strategic design plan. 

The Approach

For both projects, Oomph utilized our in-depth discovery process to validate assumptions, clarify priorities, and gain buy-in across the organizations. 

KSC and CU both had a good sense of the work they needed to be done. But having a feel for the floorplan doesn’t mean you’re ready to build your dream house. Whether it’s a home or a website, both projects need an architect: an experienced professional who can consider all the requirements and create a strategic framework that’s able to support them. That work should happen before deciding what paint to put on the walls. 

In our initial review, Oomph found that both sites had similar challenges: They struggled to focus on one key audience and to easily guide users through the site to the desired content. Our question was: How do we solve those struggles in a new website? 

To answer it, we led KSC and CU through discovery processes that included:

  1. An intake questionnaire and live sessions with key stakeholders to understand the goals and challenges holding the current sites back. 
  1. Defining strengths and areas for improvement with methods like a UX audit, a content and analytics audit, and a cohort analysis.
  1. Creating user journey maps that rolled audience, website, and competitive insights into a unified vision for the new user experience. 
  1. Delivering a final set of data-backed recommendations that translated needs and wants into actionable next steps, equipping both teams to secure organizational approval and move the projects forward. 

The Insights

Discovery isn’t a one-size-fits-all. However, our experiences with KSC and CU highlighted some common challenges that many higher-ed institutions face. Our insights from these projects offer a starting point for other institutions kicking off their own website redesigns

  1. Start with your audience’s needs.

Who is your primary audience? Figure out who they are, then really drill down on their needs, preferences, and desired actions. This can be uniquely challenging for higher education institutions because they serve such a wide range of people.

Data is how you overcome that hurdle. As part of discovery, we: 

When you do that work, you get a birds-eye view into what your audience really needs – and what it’ll take for your website to be up to the challenge. 

Take KSC. The existing site attempted to serve multiple audiences, creating a user journey that looked like this: 

Sample of a current user Journey Map

We identified a primary audience of prospective students, specifically local high school students and their parents/guardians. When you speak directly to those students, you get a simpler, cleaner user journey that looks like this: 

Sample of an ideal user Journey Flow
  1. Define organized and clear navigation to support user journeys. 

Your navigation is like a map. When all the right roads are in place, it should help your users get where they want to go. 

That makes your navigation the starting point for your redesign. Your goal is to define where content will live, the actions users can take upon arrival, and, equally important, the content they won’t see at first. This then informs what goes where – the header nav, the footer nav, or the utility nav – because each has unique and complementary purposes. 

With both KSC and CU, discovery was our opportunity to start building a navigation that would serve the primary audience we had already uncovered. For CU, the current navigation: 

Current CU navigation: 

During discovery, we created an updated navigation that would appeal to its primary audience of prospective donors, while still meeting the needs of secondary audiences (returning donors and giving professionals).  

Proposed CU navigation: 

Proposed information architecture map for the Colorado University Giving site
  1. Find an optimal blend of branding, design, and content – especially for the home page and other high-visibility areas.

The design and content you choose for your site should resonate with your target audience and enhance the navigation you already defined. In that way, your home page is like your storefront. What will you put on the sign or display in the windows so people will actually walk inside? 

That’s the secret sauce behind this part of discovery: deciding what your primary audience really needs to know and how best to showcase it. 

To help KSC speak to prospective students, we recommended: 

CU wanted to connect with prospective donors, so we suggested a design that: 

  1. Probe additional areas where needed (and skip where it’s not).

Our hot take: There is such a thing as too much data. If you’re wading through pools of information that isn’t relevant to your end user, it can muddy the waters and make it harder to identify what’s worth acting on. 

With that in mind, this step will change from project to project. Ask yourself, what else does my audience need to feel like they got what they came for? 

For KSC, that involved additional strategy work – like the information architecture – that helped the institution gear up for later design phases. CU, on the other hand, needed significant technical discovery to address the level of custom code required, limited page building capabilities and clunky e-commerce integration. We recommended an updated tech stack, including a new donation platform and payment gateway, that would improve security, simplify maintenance, and enhance the user experience. 

  1. Plan for a system that allows for easy updates later.

As they say, the only constant is change. This rings especially true for higher ed institution websites, where content is plentiful and multiple stakeholders need to make site updates. 

To make sure CU and KSC’s sites continued to work for them long after our projects had ended, our discovery included suggestions around:

Start Your Redesign on the Right Foot

A thorough, well-researched, and well-organized discovery is key for designing a website that meets all of your – and your audience’s – needs. 
Need a fresh perspective on your higher ed site redesign? Let’s talk about it.

Have you ever waved to someone and they didn’t wave back? Awkward, right? But are you sure they could see you and recognize you? Was the sun in their eyes? Were you too far away? Were you wearing a face mask?

There is a similar situation with your branding on your website. On a smaller mobile device, is your logo legible, or are the words shrunk down and too small? Are the colors high-contrast enough to be seen on a sunny day? Is there consistency between your social media avatar and your website, between your print materials and your digital advertising? Can customers recognize your brand wherever it might be displayed? 

For your brand to be the most successful, it takes a little extra effort to think through all of these possible scenarios. But it’s worth it, or your customers will give you the cold shoulder, whether they intended to or not. 

This extra bit of strategy and planning around your brand is called “Responsive Branding.” Just like responsive design, where your website’s content adapts to the device a customer is using, responsive branding adapts to the device, the medium, and the platform while also considering situations like low light, high light, animated, or static.

Oomph works with organizations across industries to build or refresh responsive brands that serve and delight their users across the full spectrum of digital experiences. Here’s what we’ve learned about responsive branding and our tips for creating one that works. 

What Is Responsive Branding?

Let’s first start with what you’ve probably already heard — responsive web design. Coined by Ethan Marcotte in 2010, the “responsive” part came to mean that a web design responded to the size of the screen, from a phone to a tablet to a widescreen desktop monitor. 

Then came responsive logos. These take the elements of the main logo and adapt them for different sizes and use cases. A logo might have too much detail to be legible as a small social media icon, for example.

Responsive Branding blends these ideas and looks at the design system holistically. A successful responsive brand may include:

Why Responsive Branding Matters

Your business makes a huge investment in building a brand that stands apart from the competition while communicating your personality and value. You are building trust with customers through every interaction. When your brand works well in one situation but not another, it erodes trust. 

A strong brand will be clear, understandable, and memorable for all users in all situations. Whether you have physical locations or digital ones, the brand works with the same consistent strength and message every time.

When you invest in a responsive brand, you: 

3 Elements of a Responsive Brand

A responsive brand is more than a shape-shifting logo. The most responsive brands make strategic use of these three elements: 

1. Logo

Your logo is the first piece of your brand that customers will recognize. Using a single-state logo can compromise that impression — a logo that looks great at a large scale is often unintelligible as a small icon. 

Responsive logo designs help ensure your logomark is clear and impactful no matter where you apply it. Beyond the size considerations we mentioned, it should include different formats like horizontal, vertical, and square to support many different digital, social, and print platforms. 

Some other techniques we use to create scalable logos include:

Oomph Tip: It’s okay to take several design rounds to get it right. Iterating helps uncover where you’ll use the logo, what it must convey, and which colors and iconography can best support that purpose. We went through several design iterations with our client AskRI before settling on a bold, simple font and clear chat bubble icon that plays off the state of Rhode Island’s distinctive shape. 

Color Palette

A responsive color palette is less about picking complementary shades on a color wheel and more about creating an experience that works in all situations. People with visual impairments and people on low-lit smartphones, for example, rely on high-contrast color combinations to engage with your brand. 

Start by following the Web Content Accessibility Guidelines (WCAG), which include specific recommendations for color contrast ratios. Colors that meet that standard include light text with dark backgrounds, or vice versa. 

Depending on where your brand appears, you may need to adjust your color palette for different settings. For example, your full-color logo might look stunning against a solid white background but becomes illegible against bright or dark colors. A single color logo is useful for some digital use cases like Windows web icons and iOS Pinned Tabs. In non-digital spaces, single color logos are great when color printing isn’t an option, such as with engraving or embroidery. Build out alternate color variations where necessary to make sure your palette works with you – not against you – across your materials. 

Oomph Tip: If your brand palette is already set in stone, try playing with the brightness or saturation of the values to meet recommendations. Often your brand colors have a little wiggle room when combinations are already close to passing corformance ratios. Check out our article about this issue for more pointers.

Typography and Layouts

Responsiveness is also important to consider when structuring web pages or marketing collateral. The most legible layouts will incorporate adaptable typography with clear contrast and simple scaling. 

When selecting a font, be sure to think about: 

Oomph Tip: Don’t go it alone. Tools like Typescale and Material UI’s The Type System can simplify typography selection by recommending font sets that meet usability and scalability requirements. And the U.S. Design System has some suggestions as to which typefaces are the most accessible.

How To Get Started With Responsive Branding

To create a responsive brand that resonates, you first have to identify what elements you need and why you need them. That second part is your secret sauce: finding a balance between a design your users can recognize and one that inspires them. 

A design audit can zero in on the needs of your brand and your audience, so you can create a responsive design system that meets both. Not sure where to start? Let’s talk.

Change is the only constant in life, and the same goes for accessibility. Our understanding of how to create truly accessible websites is always evolving, and so are the standards for measuring if we’ve succeeded. 

The most recent update to the Website Content Accessibility Guidelines (WCAG) — released on October 5, 2023 — is the latest attempt to help brands make their digital experiences more accessible for all users.

Don’t panic, WCAG 2.2 isn’t an overhaul. But it does shift the previous standards, delivering more specific and, in some cases, more realistic guidelines that make compliance easier (good news, website managers!). While WCAG 2.2 isn’t cause for alarm, it is something to get out in front of. Here’s what to know about WCAG, the ins and outs of the latest updates, and what it all means for your website.

What Is WCAG, Anyway? 

The Web Content Accessibility Guidelines set the standard for accessible website design. WCAG first issued design guidance in 1999, but the 2008 WCAG 2.0 laid the groundwork for accessibility today. Those standards created a framework for designing websites that are perceivable, operable, understandable, and robust for people of varying abilities. 

2018’s WCAG 2.1 wasn’t a radical departure from its predecessor, but it did add criteria related to mobile devices and users with vision and cognitive impairments. By 2023, accessibility had become widely understood and embraced as essential for inclusive design. That shift helped usher in WCAG 2.2, an update based on multiple years of research and review.

WCAG 2.2 adds nine new success criteria split across three different levels, A, AA, and AAA:

The WCAG 2.2 update didn’t just add criteria; it made some criteria obsolete, others weaker, and still others more essential than ever. Specifically, WCAG 2.2 promoted 2.4.7 Focus Visible from Level AA to Level A, which means all websites will need visual indicators that show which page feature is in focus. It also changed the recommended size of touch targets, making it easier for designers everywhere to comply.

What WCAG Standard Am I Required to Meet? 

The standard you’re required to meet depends on your industry: 

Though there is no official standard in courts, the DOJ has referenced WCAG 2.1 Level AA in past filings. We expect the courts to slowly start referencing 2.2 as cases catch up, but it might take another year for version 2.2 to become the standard. 

While wanting to stay out of court is understandable, legal requirements are only one reason to adopt WCAG. Millions of users around the world use screen readers and other assistive devices. Those users have buying power and they want to engage with your organization, whether that’s registering to vote, signing up for a class, or making an appointment with their healthcare provider. When your website is accessible, you’re able to connect with the broadest audience possible — likely earning more loyal users in the process.

WCAG 2.2 Checklist

While achieving inclusive website design is an exciting prospect, the nuts and bolts of getting there can feel anything but. Here, we help you visualize what the new guidelines mean in practice. You might be surprised by how accessible your website already is. 

Guideline 2.4: Navigable

The standards under guideline 2.4 address anything that will make it easier for users to move through your website.

2.4.11 Focus Not Obscured (Minimum) (AA)

2.4.12 Focus Not Obscured (Enhanced) (AAA)

2.4.13 Focus Appearance (AAA)

Guideline 2.5: Input Modalities

An “input” is an action a user takes to elicit a response from your website — think clicking a button or dragging and dropping a feature. These standards govern the design of those inputs. 

2.5.7 Dragging Movements (AA)

2.5.8 Target Size (Minimum) (AA)

Guideline 3.2: Predictable

This guideline covers repeating features that may appear across your web pages, such as email sign-up forms or support widgets. 

3.2.6 Consistent Help (A)

Guideline 3.3: Input Assistance

Many websites include elements that help users take certain actions. This could include directing a user to re-enter information or to make sure two fields match. Guideline 3.3 addresses this type of assistance, increasing WCAG’s support of those with cognitive disabilities. This puts the onus on developers to provide simple and secure methods for all users.

3.3.7 Redundant Entry (A)

3.3.8 Accessible Authentication (Minimum) (AA)

3.3.9 Accessible Authentication (Enhanced) (AAA)

Walking the Walk of WCAG

A commitment to accessibility is two-fold. It requires understanding what the most recent guidelines are (the talk) and putting those guidelines into practice (the walk). 

While it might seem like Level AAA accessibility is the way to go, the reality is that accessible websites are nuanced. Some level of accessibility is non-negotiable, but the ideal level for your site very much depends on your industry, your users, and how mature your website is — all factors we can better assess with an accessibility audit. 

If you’re building a new website, embedding WCAG principles is smart. But if you’re WCAG 2.1 compliant and a refresh is a year or two off, WCAG 2.2 may be able to wait. Curious about where your website stands? Let’s talk about it.

The world of digital accessibility can be daunting. There are many regulations and ways in which a website can be accessible or inaccessible. Many of us don’t understand what a good or bad experience looks like, and we think we can’t possibly understand people who rely solely on assistive technology to use the web. 

It doesn’t have to be daunting, though. And with anything, the key is to start small. To those who create websites or own/manage one, the first step to understanding accessibility is empathy. If more people used assistive technology, more people would understand the difference between a terrible experience and a great one. Don’t be scared of learning about accessibility tools, because you might already be more familiar with them than you realize.

Have you ever broken your dominant hand and been forced to use a keyboard instead of a mouse or trackpad? Have you tried to complete a payment form really quickly to snag concert tickets, and figured out that using the keyboard can be much faster? 

Have you been in loud surroundings and tried to watch a video? How great are captions? Have you realized that captions are assistive technology? There are alternate modes of consuming content and using a digital product that are beneficial to a much wider audience than the audience it was created for. 

With some instruction, we hope more people feel comfortable using a keyboard to navigate a website. We also hope that more of you are brave enough to try a screen reader as well, or at least watch our video to experience what that experience can be like. 

Video Tutorial

Our video is 37 minutes and we provide a break-down of the different minute-marks below if you’d like to jump to a certain area. (All cookies must be accepted for the video to play. You may also view on YouTube directly.)

Table of Contents

  1. 00:00 — Using a Keyboard
    1. 02:00 — The tab key
    2. 02:20 — A “Skip to Content” link and why that is so useful
    3. 03:40 — “Focus ring” style
    4. 04:20 — An example of an inaccessible drop-down menu
    5. 05:40 — An example of an inaccessible link (no focus ring)
    6. 07:40 — Common article card patterns and how they work with a keyboard
  2. 10:45 — The Screen Reader Experience
    1. 11:10 — Invoking VoiceOver with Command F5
    2. 12:35 — Tabbing through interactive elements
    3. 12:54 — Skip to Content link
    4. 13:07 — Company logo
    5. 13:55 — Projects link
    6. 14:31 — Topics
    7. 15:55 — About Us link, inaccessible to keyboard users
    8. 16:16 — Reading of non-interactive elements with Control Option arrows
    9. 16:50 — Reading content, Headings, links
    10. 18:50 — Visually hidden heading but screen reader accessible
    11. 19:55 — Alt text image examples
    12. 20:06 — Kittens, no alt tag present
    13. 21:06 — Doggos, empty alt tag
    14. 23:00 — Squirrels, descriptive alt text
    15. 23:48 — Article content examples
    16. 23:53 — Article 1 example, too many links
    17. 25:37 — Article 2 example, too much content
    18. 26:32 — Article 3 example, hidden content
    19. 27:44 — Article 4 example, alternate pattern
    20. 30:02 — Voiceover’s Rotor Feature, control option U
    21. 30:15 — Headings menu
    22. 30:55 — Empty heading element
    23. 31:50 — Other Rotor menus
    24. 32:18 — Non-visited Links menu
    25. 33:01 — All Links menu
    26. 33:40 — “Click here” and “Read more” link text
    27. 35:09 — Landmarks menu
    28. 35:25 — Form Controls menu
  3. 36:06 VoiceOver off and wrap up

For those who want to learn a little more, below we collect a few keyboard command cheatsheets for navigating a webpage or using VoiceOver on a Mac. Links to additional resources for setting up and getting started with VoiceOver are also included.

More Resources

Keyboard User Cheatsheet

VoiceOver Cheatsheet

These key commands reflect the default set-up for Mac OSX — I have not made any modifications. Of course, power users will modify these commands to fit their needs. 

The default VoiceOver key command combination is ^Control ⌥Option. This combination is used to ensure key combinations do not conflict with other quick key commands through the OS and Apps.

Many key commands for navigating a webpage are the same as a Keyboard user. Return, Spacebar, and Arrow keys all work the same.

Additional Resources to Start Using VoiceOver

Conclusion

With some practice, we hope you might find that using a keyboard to navigate can be your superpower. When filling out forms, for example, I use the keyboard almost exclusively to quickly move from one field to another and to find my state in a long drop-down list. Unless, of course, I run into another poorly coded form that is not accessible. Lucky for me, I can go back to using a mouse. But some do not have that option, and for them, our empathy should turn into empowerment and we shall demand better from our design and development practices.

For questions or to discuss how to make your next project more accessible, please contact us anytime.


More in Our Accessibility Series

Notable articles from the Accessibility category:

There’s a new acronym on the block: MACH (pronounced “mock”) architecture. 

But like X is to Twitter, MACH is more a rebrand than a reinvention. In fact, you’re probably already familiar with the M, A, C, and H and may even use them across your digital properties. While we’ve been helping our clients implement aspects of MACH architecture for years, organizations like the MACH Alliance have recently formed in an attempt to provide clearer definition around the approach, as well as to align their service offerings with the technologies at hand. 

One thing we’ve learned at Oomph after years of working with these technologies? It isn’t an all-or-nothing proposition. There are many degrees of MACH adoption, and how far you go depends on your organization and its unique needs. 

But first, you need to know what MACH architecture is, why it’s great (and when it’s not), and how to get started. 

What Is MACH?

MACH is an approach to designing, building, and testing agile digital systems — particularly websites. It stands for microservices, APIs, cloud-native, and headless. 

Like a composable business, MACH unites a few tried-and-true components into a single, seamless framework for building modern digital systems. 

The components of MACH architecture are: 

  1. Microservices: Many online features and functions can be separated into more specific tasks, or microservices. Modern web apps often rely on specialized vendors to offer individual services, like sending emails, authenticating users, or completing transactions, rather than a single provider to rule them all. 
  2. APIs: Microservices interact with a website through APIs, or application programming interfaces. This allows developers to change the site’s architecture without impacting the applications that use APIs and easily offer those APIs to their customers.
  3. Cloud-Native: A cloud-based environment hosts websites and applications via the Internet, ensuring scalability and performance. Modern cloud technology like Kubernetes, containers, and virtual machines keep applications consistent while meeting the demands of your users. 
  4. Headless: Modern Javascript frameworks like Next.js and Gatsby empower intuitive front ends that can be coupled with a variety of back-end content management systems, like Drupal and WordPress. This gives administrators the authoring power they want without impacting end users’ experience. 

Are You Already MACHing? 

Even if the term MACH is new to you, chances are good that you’re already doing some version of it. Here are some telltale signs:

If you’re doing any of the above, you’re MACHing. But the magic of MACH is in bringing them all together, and there are plenty of reasons why companies are taking the leap. 

5 Benefits of MACH Architecture

If you make the transition to MACH, you can expect: 

  1. Choice: Organizations that use MACH don’t have to settle for one provider that’s “good enough” for the countless services websites need. Instead, they can choose the best vendor for the job. For example, when Oomph worked with One Percent for America to build a platform offering low-interest loans to immigrants pursuing citizenship, that meant leveraging the Salesforce CRM for loan approvals, while choosing “Click and Pledge” for donations and credit card transactions. 
  2. Flexibility: MACH architecture’s modular nature allows you to select and integrate individual components more easily and seamlessly update or replace those components.  Our client Leica, for example, was able to update its order fulfillment application with minimal impact to the rest of its Drupal site. 
  3. Performance: Headless applications often run faster and are easier to test, so you can deploy knowing you’ve created an optimal user experience. For example, we used a decoupled architecture for our client Wingspans to create a stable, flexible, and scalable site with lightning-fast performance for its audience of young career-seekers.     
  4. Security: Breaches are generally limited to individual features or components, keeping your entire system more secure. 
  5. Future-Proofing: A MACH system scales easily because each service is individually configured, making it easier to keep up with technologies and trends and avoid becoming out-of-date. 

5 Drawbacks of MACH Architecture

As beneficial as MACH architecture can be, making the switch isn’t always smooth sailing. Before deciding to adopt MACH, consider these potential pitfalls. 

  1. Complexity: With MACH architecture, you’ll have more vendors — sometimes a lot more — than if you run everything on one enterprise system. That’s more relationships to manage and more training needed for your employees, which can complicate development, testing, deployment, and overall system understanding. 
  2. Challenges With Data Parity: Following data and transactions across multiple microservices can be tricky. You may encounter synchronization issues as you get your system dialed in, which can frustrate your customers and the team maintaining your website. 
  3. Security: You read that right — security is a potential pro and a con with MACH, depending on your risk tolerance. While your whole site is less likely to go down with MACH, working with more vendors leaves you more vulnerable to breaches for specific services. 
  4. Technological Mishaps: As you explore new solutions for specific services, you’ll often start to use newer and less proven technologies. While some solutions will be a home run, you may also have a few misses. 
  5. Complicated Pricing: Instead of paying one price tag for an enterprise system, MACH means buying multiple subscriptions that can fluctuate more in price. This, coupled with the increased overhead of operating a MACH-based website, can burden your budget. 

Is MACH Architecture Right for You? 

In our experience, most brands could benefit from at least a little bit of MACH. Some of our clients are taking a MACH-lite approach with a few services or apps, while others have adopted a more comprehensive MACH architecture. 

Whether MACH is the right move for you depends on your: 

  1. Platform Size and Complexity: Smaller brands with tight budgets and simple websites may not need a full-on MACH approach. But if you’re managing content across multiple sites and apps, managing a high volume of communications and transactions, and need to iterate quickly to keep up with rapid growth, MACH is often the way to go. 
  2. Level of Security: If you’re in a highly regulated industry and need things locked down, you may be better off with a single enterprise system than a multi-vendor MACH solution.  
  3. ROI Needs: If it’s time to replace your system anyway, or you’re struggling with internal costs and the diminishing value of your current setup, it may be time to consider MACH. 
  4. Organizational Structure: If different teams are responsible for distinct business functions, MACH may be a good fit. 

How To Implement MACH Architecture

If any of the above scenarios apply to your organization, you’re probably anxious to give MACH a go. But a solid MACH architecture doesn’t happen overnight. We recommend starting with a technology audit: a systematic, data-driven review of your current system and its limitations.

We recently partnered with career platform Wingspans to modernize its website. Below is an example of the audit and the output: a seamless and responsive MACH architecture. 

The Audit

  1. Surveys/Questionnaires: We started with some simple questions about Wingspan’s website, including what was working, what wasn’t, and the team’s reasons for updating. They shared that they wanted to offer their users a more modern experience. 
  2. Stakeholder Interviews: We used insights from the surveys to spark more in-depth discussions with team members close to the website. Through conversation, we uncovered that website performance and speed were their users’ primary pain points. 
  3. Systems Access and Audit: Then, we took a peek under the hood. Wingspans had already shared its poor experiences with previous vendors and applications, so we wanted to uncover simpler ways to improve site speed and performance. 
  4. Organizational Structure: Understanding how the organization functions helps design a system to meet those needs. The Wingspans team was excited about modern technology and relatively savvy, but they also needed a system that could accommodate thousands of authenticated community members. 
  5. Marketing Plan Review: We also wanted to understand how Wingspans would talk about their website. They sought an “app-like” experience with super-fast search, which gave us insight into how their MACH system needed to function. 
  6. Roadmap: Wingspans had a rapid go-to-market timeline. We simplified our typical roadmap to meet that goal, knowing that MACH architecture would be easy to update down the road. 
  7. Delivery: We recommended Wingspans deploy as a headless site (a site we later developed for them), with documentation we could hand off to their design partner. 

The Output 

We later deployed Wingspans.com as a headless site using the following components of MACH architecture:

  1. Microservices: Wingspans leverages microservices like Algolia Search for site search, Amazon AWS for email sends and static site hosting, and Stripe for managing transactions.
  2. APIs: Wingspans.com communicates with the above microservices through simple APIs. 
  3. Cloud-Native: The new website uses cloud-computing services like Google Firebase, which supports user authentication and data storage. 
  4. Headless: Gatsby powers the front-end design, while Cosmic JS is the back-end content management system (CMS). 

Let’s Talk MACH

As MACH evolves, the conversation around it will, too. Wondering which components may revolutionize your site and which to skip (for now)? Get in touch to set up your own technology audit.

You may call your site audience your “users,” but ultimately, they’re just people. Imperfect people with imperfect lives — sometimes to an extreme degree.

During the COVID-19 pandemic, there was a massive rise in domestic violence. This type of violence can take many forms, including technical abuse, where technology is used to control, harass, or intimidate someone. It can look different in various situations, from an abuser constantly sending phone or text messages to controlling the sites or devices their partner can access. Even sharing a store rewards phone number can have unintended consequences. The range of opportunities for abuse is endless.

In the book Design for Safety,” author Eva PenzeyMoog cites an NPR survey that found “85 percent of shelters they surveyed were helping survivors whose abusers were monitoring their activity and location through technology.” This is an alarming statistic. Domestic violence prevention isn’t something that is taught in schools — how would people know how to protect themselves before it’s too late?

As professionals creating digital products, it’s our responsibility to create “for good.” How can we be advocates for safety in design? According to Design for Safety, as an advocate, you must “support vulnerable users to reclaim power and control.” A website could have an easy-to-use interface but still provide pathways for users to experience abuse from domestic perpetrators. Ultimately, this leaves victims vulnerable while giving them a false sense that they have more control than they genuinely do.

During the website creation process, you should aim to design for safety. A key step is to identify “ways your product can be abused, then ways to prevent that abuse.” For example, to help address any abuse or harassment captured while on a call, Google Meet has the function to “report abuse.” You can attach a video clip when you report, and they will investigate and then take action on their end. By proactively planning around safety, your organization can deepen trust with users while doing your part to prevent domestic violence.

Case Study

This past year, Oomph worked with a nonprofit website, which helps the general public understand their legal issues, to perform a user experience discovery and redesign. The site provides individuals with low incomes and limited English with local laws written in plain English. Users visit the site for legal information on various topics, including evictions, government benefits, domestic violence restraining orders and family law. A subsection of the audience uses the website to look for resources dealing with domestic violence.

When designing for this audience, we needed a way to support users who may need to exit a page quickly if they are interrupted by a potential abuser while scrolling through sensitive information, such as divorce or domestic violence resources. The site had previously utilized an “Escape” button on pages that dealt with those sorts of topics. When approaching the redesign, we wanted to ensure this button would always appear but wouldn’t interfere with other audiences, such as someone looking for information about traffic tickets. It had to walk a fine line between in-your-face and too subtle to be helpful to ensure users could see and interact with it.

When dealing with “trauma-informed” design, designers must “prioritize comfort over technological trends” (Design for Safety). Our challenge was amplified by a lack of standards for a quick exit button’s function, especially for a site with multiple audiences. Since these buttons are a relatively new best practice and little research on them exists, we were careful in our strategic approach. A quick exit button is not ingrained in a user’s mental model, making its intended action new to most people. Those who feel they might need it have to recognize its function as soon as possible.

Approach to the Quick Exit Button

While designing the quick exit button, we considered its placement, colors, and typographic style to ensure that:

Our first wireframe called the button “Quick Exit.” When we tested the prototype, all five participants did not understand what the exit button meant. This emphasized how important the language on the button is. For those who have dealt with domestic violence, even the word “escape” could be harmful to hear. Additionally, since audiences view the website in different languages, we wanted to ensure that the button’s translation would not adversely affect the layout.

The top of the first mobile wireframe depicts our first attempt at the quick exit button.

On our next iteration, we tried using the term “Exit” with the icon globally known for “external link.” But this still wasn’t clear enough for our users: Where would the exit bring you? To a page called “Exit”?

The second version of the quick exit button.

We needed to explain exactly what the button did, so we opted to use the universal external link icon with “Exit Site” as a label to best communicate what the button would do. Although it does not describe where you will end up, it clearly explains that you will leave the website.

The third version of the button language based on user testing.

To further help users understand what the button was for, we then created a pop-up at the start of the user’s journey that educates people on the button’s purpose:

An example of a pop-up message upon entry to the site.

Overall, there was a delicate balance we had to achieve in managing all audiences that typically view the site. We wanted to ensure that we were educating all users but not preventing users from getting help for other topics, such as information about the right to an education or disability. The pop-up, however, had additional considerations we needed to weigh as well: What if their abuser sees it upon landing? What if the user who needs it ignores it?

An alternate approach focused more on domestic violence victims is the California Victims Resource Center’s (CVRC) website, 1800victims.org. When landing on the site, visitors are first educated with a pop-up, which includes reading the website’s Terms of Use and agreeing to the terms before they can enter.

Entryway pop-up on 1800victims.org.

Additionally, when the user clicks the escape button (or uses the keyboard short-cut “Delete”), they are brought to a new tab that displays ABC News. The 1800victims site is changed to Netflix — with all traces of the CVRC gone. According to Columbia Health, this follows best practice because “a blank history can raise suspicion from your abuser.” This would be the safest approach for users.

To give back to the open-source community, the Oomph team turned our approach for this client into the “Quick Exit” Drupal Module. If you would like to add this kind of functionality to your own Drupal website, the module is a great place to start.

Designing for Safety

We must consider how users dealing with domestic violence may feel when they are visiting a site with sensitive content. By including information to educate users upon landing, we can help more people understand how to use a quick exit button if they find themselves in a situation where they need to swiftly leave a website. As an advocate for user safety and domestic violence prevention, you can proactively create a safety net for others by starting to review your work through the lens of how it may be abused prior to releasing it into the world.

This article is just one look at how organizations can design for safety using a quick exit button. By talking about these issues and advocating to protect users in your own design process, we can all take a step toward helping prevent domestic violence. Even if one person is helped or informed by Oomph’s quick exit button design on the website, it will be a success in our eyes.

Need help incorporating safety-focused design into your website or mobile apps? Let’s chat about your needs.