goodbye specs hello prototypes

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As a developer, architect and now Product Manager, I've spent most of my career trying to turn software ideas into reality. For many years, I worked on teams that adhered to the Way of the Functional Spec, an ancient practice whereby a product leader spends countless hours producing a document that uses text to describe the future state of software, only to see that document become useless by the time the first line of code is written. Over the years, I've experimented with all of the agile and Product Management techniques designed to help drive down uncertainty in software and foster clear, high-fidelity collaboration between product leaders, designers and engineers. Some have been useful, others not. About two years ago, a few product teams at my current company began toying with the idea of replacing our existing spec work with prototyping. Instead of working with text-based docs, a PM would work with an Interaction Design to create an interactive piece of software that conveys the vision for a product or feature. This was one of the best decisions we ever made. High-fidelity prototyping is now a critical component of our product workflow, and we've become addicted to using these assets for collaborating with customers and internal teams alike. In this session, I'll will share how one software company abandoned functional specs and PRDs for the green pastures of prototyping. Using a case study format, I'll share challenges we overcame, victories we experienced and tips for embedding a full-on Prototyping workflow in any software organization.

TRANSCRIPT

GOODBYE SPECS, HELLO PROTOTYPES!

@BRANDONSATROM SATROM@TELERIK.COM

3 BIG IDEAS

V i s u a l s o f t w a r e c a n n o t b e p r o p e r l y e x p r e s s e d

w i t h t e x t

1

P r o t o t y p i n g i s a n e x c e l l e n t t o o l f o r c o m m u n i c a t i o n

a n d v a l i d a t i o n

2

P r o t o t y p i n g w o r k s b e s t w h e n d r i v e n b y g r e a t d e s i g n e r s , P M s a n d c o m p l i m e n t e d b y

g r e a t t o o l s .

3

OBLIGATORY YMMV SLIDE!

I am not a designer

6

ANOTHER OBLIGATORY YMMV

I am a product manager

7

TEXT

(Or, how to waste immeasurable amounts of time not building software)

A BRIEF HISTORY OF SPECS

THE EARLY AGE OF SPECS

10

“Ο γραπτός λόγος είναι το πιο οπτική όλων των µέσων, και πρέπει να είναι όλα αυτά που η ανθρωπότητα χρειάζεται για να δηµιουργήσετε όµορφα κτίρια, κατασκευή θαύµατα και να σχεδιάσετε το επόµενο iPhone, το οποίο άκουσα θα έρθει σε 3 ένδοξη µεγέθη.”

- Specificitus, On Text, 136 BC

THE EARLY AGE OF SPECS

10

THE EARLY AGE OF SPECS

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“The written word is the most visual of allmediums, and should be all that mankindrequires in order to create beautiful buildings,construct wonders and to design the nextiPhone, which I heard will come in 3 glorioussizes.”

- Specificitus, On Text, 136 BC

THE EARLY AGE OF SPECS

11

“Προσπαθώντας να αντιπροσωπεύουν οπτικά δηµιουργίες χρησιµοποιώντας µόνο τη γλώσσα µας µπορεί να αποδώσει µόνο ρηχά αντίγραφα του τι οραµατιζόµαστε στο µυαλό µας. Είναι µόνο µέσω της χρήσης των εικόνων µαζί µε τα λόγια µας που µπορούµε να δηµιουργήσουµε το ένδοξο αριστουργήµατα! Με αυτό το ευγενές εργαλείο στο χέρι σίγουρα οι δρόµοι θα τρέχει κόκκινο και βρύσες µας ξεχειλίζουν από ούζο, όταν χρησιµοποιούµε αυτά τα σχέδια να πατάξει την µιγάς Spartan από τη γη!”

- Prototypus, What More Than Words, 135 BC

A DIFFERENCE OF OPINION

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A DIFFERENCE OF OPINION

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“Attempting to represent visual creations using only ourlanguage can only yield shallow copies of what weenvision in our minds. It is only through the use ofpictures along with our words that we can createglorious masterpieces! With this noble tool in handsurely the streets will run red and our fountainsoverflow with ouzo when we use these designs tosmite the mongrel Spartan from the earth!”

- Prototypus, What More Than Words, 135 BC

A DIFFERENCE OF OPINION

13

TEXT VS. PICTURES

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TEXT VS. PICTURES

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SPECS IN THE MODEN ERA

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THE SPEC, AKA…

Functional Spec

Technical Spec

Product Requirements Doc (PRD)

16

STRENGTHS OF SPECS

Exhaustive

Detailed

Good at being verbose and also wrong

17

WEAKESSES OF SPECS

Impossible to capture everything in advance

Hard to iterate

Rarely used during development

Often out of date

A true sign of a "waterfall" mentality

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19

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Also… specs are terrible for capturing customer feedback.

Like, just the worst.

The. worst.

I’m not even kidding y’all, they are terrible.

You want proof, do you?

Immediate weight loss

Promotes cardiovascular health

Said to cure epilepsy

An affective treatment for metabolic syndrome (high blood pressure, high blood sugar, etc.)

I HAVE JUST THE PRODUCT FOR YOU!

25

Immediate weight loss

Promotes cardiovascular health

Said to cure epilepsy

An affective treatment for metabolic syndrome (high blood pressure, high blood sugar, etc.)

I HAVE JUST THE PRODUCT FOR YOU!

25

Immediate weight loss

Promotes cardiovascular health

Said to cure epilepsy

An affective treatment for metabolic syndrome (high blood pressure, high blood sugar, etc.)

I HAVE JUST THE PRODUCT FOR YOU!

25

HOW WE FAILED WITH SPECS AT TELERIK

Attempting to build a spec for everything killed velocity

Too easy to specify the “how,” which is NOT the domain of PM & UX

We had nothing of value to show to customers

26

Specs aren’t all bad…

… they help engineering build the thing right.

The spec, even when done well, can’t tell you if you’re building the

right thing…

How do we evolve the spec into something useful for modern,

design-focused teams?

(Or, how to be the Alec Baldwin to the Functional Spec’s Billy Baldwin)

A BRIEF HISTORY OF PROTOTYPES

BLUEPRINTS

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MODELS

33

CONCEPT CARS

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THE HARDWARE PROTOTYPE (AKA I DON’T HAVE A KICKSTARTER

ADDICTION NO REALLY I DON’T)

36

THE PPT AND PSD TWO-STEP

PROTOTYPING IS IMPORTANT

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PROTOTYPING IS IMPORTANT

37

PROTOTYPING APPROACHES

Paper Prototype

Wireframe/Mockup

Pseudo-demo app

High-Fidelity Prototype

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PAPER PROTOTYPE

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WIREFRAMES/MOCKUPS

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DEMO APPS

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HIGH-FIDELITY PROTOTYPES

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HIGH-FIDELITY PROTOTYPES

1. Functional demos

2. Represent the real product to be delivered (even if loosely)

3. Can be manipulated by end-users

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1. Visual

2.Functional

3.Collaborative

4.Dual-Purpose

BENEFITS OF THE PROTOTYPE

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RISKS OF PROTOTYPING

Time-consuming

Creates a built-in bias

Not a replacement for user stories and other key details.

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ARCHITECTURE AND SOFTWARE

47

PM & UXIdeation and Design

PM TeamIteration and refinement

Feature

CustomerValidation and

Feedback

PM, UX & Engineering

Construction & Iteration

EngineeringClarification and

Estimation

HOW WE PROTOTYPE AT TELERIK

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ARTICULATING CUSTOMER PROBLEM

STORIES

CHUNKING THE WORKCAPTURING THE

“HIDDEN DETAILS”

REQUIREMENTS MOCKUPS

WHERE WE STILL HAVE WORK TO DO

49

GET SOME TOOLS

FIND A PM &

DESIGNER

DO SOME RESEARCH PROTOTYPE

GETTING STARTED WITH PROTOTYPING

50

VALIDATEITERATEBUILD!

GOOGLE PARSE LOCALYTICS

ANALYTICS

ENGAGEMENT STICKINESS CHURN

INTERCOM SURVEY MONKEY

METRICS CUSTOMER ENGAGEMENT

USER RESEARCH TOOLS

51

PROTOTYPING TOOLS

Axure

Balsamiq

Bootstrap

UXPin

52

DON’T FORGET MOBILE!

1.InVision

2.proto.io

3.Justinmind

53

BEYOND THE PROTOTYPE

WHAT A PROTOTYPE CAN'T TELL YOU...

If the product or feature will help you meet your goals.

If you’re solving a real customer problem

Everything engineering needs to know to actually build this thing.

55

GOALS AND INITIATIVES

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SOLVING REAL PROBLEMS

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DECOMPOSING THE WORK

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How prototyping fits into the big picture at Telerik

THE PRODUCT FUNNEL

60

Inputs- Strategy- Metrics- Markets- Customers

Work- Ideas- Features- Headroom

CustomersMarkets

Strategy

Backlog

Story + Prototype = Estimate

Roadmap

Valu

e / E

ffort

R1 R2 R3 R4

Work & Inputs - Aha!, Google Analytics, Qualtrics, Intercom Backlog - Aha!, UXPin & InVision Roadmaps - Aha!

THE BOTTOM LINE

1. Prototyping is just a tool in the toolbox.

2. Don't expect it to do everything, but do adopt it, because it excels at many things.

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Thank you!

@BrandonSatrom satrom@telerik.com

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