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Content Strategy

Interactive Tools and Calculators: The Decisions That Matter

Calculators, assessments and configurators published as content to help people make decisions.

Dana Whitfield Founder & Strategy Director 2 min read 25 views
Interactive Tools and Calculators: The Decisions That Matter

Why does it matter?

Tools answer questions articles cannot and attract links, but they need accuracy, maintenance and accessibility.

What are the numbers?

  • Accuracy results must be based on defensible logic
  • Assumptions should be visible to users
  • Accessibility inputs and results need labels and announcements
  • Maintenance rates and rules change over time

What should I do?

  1. Document the calculation logic
  2. Show assumptions alongside results
  3. Make forms and results accessible
  4. Review calculations when rules change
  5. Avoid collecting unnecessary personal data
What to do and what to avoid with interactive tools and calculators, side by side
Good practice against the usual mistakes, from the sources listed below.

What should I avoid?

Avoid:

  • Black-box results
  • Tools that require personal data to show anything
  • Calculations nobody reviews
  • Inaccessible custom controls

When should I get help?

Short answer Bring in help when tools give financial or legal estimates.

Where this comes from

The figures and practices above come from the sources listed.

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Dana Whitfield

Fifteen years across editorial, product and brand. Writes mostly about positioning, content systems and the decisions that get made before anyone opens a design tool.

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