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Posts from the ‘Product Management’ Category

Feb 9

Pinterest & LinkedIn: Identity of Taste vs. Expertise

It’s hard to go three feet in Silicon Valley these days without someone commenting on the phenomenal engagement and growth being seen from Pinterest and other curation-based social platforms.  What’s a bit surprising to me, however, is how many people refer to this demand as a growing interest and search for “expertise”.

As I have a passion for finding a more human understanding for what drives engagement in real life and then mapping it to online behavior, I think the use of the term “expertise” here is misleading.  Instead, I believe what we are seeing is an explosion of activity around an incredibly powerful form of identity and reputation: the identity of taste.

Expertise is Empirical

If you go to LinkedIn, you see a site that is rich with the identity of expertise.  LinkedIn has rich structured data around sources of expertise: degrees, schools, companies, titles, patents, published content, skills.  They also have rich sources of unstructured content about job responsibilities, specialties, questions & answers, group participation, status updates and comments.  There are even implicit indications of expertise related to other online identities (like Twitter) and relationships to other people with expertise (connections).

This expertise can be tapped by using LinkedIn’s incredibly powerful search engine, either on site or via API, or by browsing the talent graph displayed in catalog form on LinkedIn Skills.  Github has created a powerful identity for developers based on their actual interests and contributions in code.  Blogs, Tumblr, Quora and Twitter have helped people create identities based on the content they create and share.

The power of identity based on expertise is that it is concretely demonstrated.  Education, experience, content and relationships are all very structured and concrete methods for measuring and assessing expertise.  However, in some ways, expertise is limited by it’s literal nature.  Factual. Demonstrable. Empirical.

Taste is Inspiring

Pinterest, however, has unlocked an incredibly powerful form of reputation and identity that exists in the offline world – an identity of taste.  People don’t care about the expertise of people who are assembling pinboards.  They care about how those combinations make them feel – the concept, the aggregation, the flow of additions.  The Pinboard graph begins for most people with their friends, but people quickly learn to hop based on sources to people they don’t know, finding beautiful, interesting, intriguing or inspiring collections of images.

This isn’t an identity based on expertise, really.  It’s not even clear how closely related it is to a graph of interests. Curation-based social platforms evoke a different phenomenon, and with it, some very powerful emotions and social behaviors.

Taste is different than expertise.  Taste does not imply that you are a good person or a deep well of expertise on the domain.  Taste is not universal, although there are certainly those with a predilection for influencing and/or predicting the changes in taste for many.  But when we as human beings find people whose taste inspires us, it’s a powerful relationship.  We map positive attributes to them, ranging from kindness to intelligence to even authority.  Fame & taste are often intertwined.

You Are What You Curate

Curation-based social platforms are based on the interaction of three key factors:

  1. A rich, visual identity and reputation based on curated content
  2. An asymmetric graph based on not only following people, but specific feeds of curated content
  3. A rich, visual activity stream of curation activity

It’s the first item that I seem to see most under-appreciated.  Vanity, as one of the most common deadly sins in social software, drives an incredible amount of engagement and activity.  As people are inspired by those who create beautiful identities of curated content, they also become keenly aware of how their curated identity looks.  When people signal an appreciation for their taste, it triggers power social impulses, likely built up at an early age.

This, more than anything else, reflects the major step function in engagement of this generation of curation over previous attempts (anyone remember Amazon Lists?)

How Does Taste Factor into Your Experience?

I always like to translate these insights into actionable questions for product designers.  In this case, these are some good starting points:

  • How does taste factor into your experience?
  • Is the identity in your product better served by reputation based on taste or expertise?
  • Are the relationships in your product between users based on taste or expertise?
  • Are you creating an identity visually and emotionally powerful enough to trigger curation activity?
  • Are you flowing curation activity through your experience in a way that stimulates discovery and the creation of an identity of taste?

Don’t underestimate the power of good taste.

Dec 16

8 Comments

Be a Great Product Leader

People who know me professionally know that I’m passionate about Product Management.  I truly believe that, done properly, a strong product leader acts as a force multiplier that can help a cross-functional team of great technologies and designers do their best work.

Unfortunately, the job description of a product manager tends to either be overly vague (you are responsible for the product) or overly specific (you write product specifications).  Neither, as it turns out, is it effective in helping people become great product managers.

I’ve spent a lot of time trying to figure out a way to communicate the value of a product manager in a way that both transparently tells cross-functional partners what they should expect (or demand) from their product leaders, and also communicates to new product managers what the actual expectations of their job are.  Over the years, I reduced that communication to just three sets of responsibilities: Strategy, Prioritization & Execution.

Responsibility #1: Product Strategy

They teach entire courses on strategy at top tier business schools.  I doubt, however, that you’ll hear Product Strategy discussed in this way in any of them.

Quite simply, it’s the product manager’s job to articulate two simple things:

  • What game are we playing?
  • How do we keep score?

Do these two things right, and all of a sudden a collection of brilliant individual contributors with talents in engineering, operations, quality, design and marketing will start running in the same direction.  Without it, no amount of prioritization or execution management will save you.  Building great software requires a variety of talents, and key innovative ideas can come from anywhere.  Clearly describing the game your playing and the metrics you use to judge success allows the team, independent of the product manager, to sort through different ideas and decide which ones are worth acting on.

Clearly defining what game you are playing includes your vision for the product, the value you provide your customer, and your differentiated advantage over competitors.  More importantly, however, is that it clearly articulates the way that your team is going to win in the market.  Assuming you pick your metrics appropriately, everyone on the team should have a clear idea of what winning means.

You should be able to ask any product manager who has been on the job for two weeks these questions, and get not just a crisp, but a compelling answer to these two questions.

The result: aligned effort, better motivation, innovative ideas, and products that move the needle.

Responsibility #2: Prioritization

Once the team knows what game they are playing and how to keep score, it tends to make prioritization much easier.  This is the second set of responsibilities for a product manager – ensuring that their initial work on their strategy and metrics is carried through to the phasing of projects / features to work on.

At any company with great talent, there will be a surplus of good ideas.  This actually doesn’t get better with scale, because as you add more people to a company they tend to bring even more ideas about what is and isn’t possible.  As a result, brutal prioritization is a fact of life.

The question isn’t what is the best list of ideas you can come up with for the business – the question is what are the next three things the team is going to execute on and nail.

Phasing is a crucial part of any entrepreneurial endeavor – most products and companies fail not for lack of great ideas, but based on mistaking which ones are critical to execute on first, and which can wait until later.

Personally, I don’t believe linear prioritization is effective in the long term.  I’ve written a separate post on product prioritization called The Three Buckets that explains the process that I advocate.

You should be able to ask any product manager who has been on the job for two weeks for a prioritized list of the projects their team is working on, with a clear rationale for prioritization that the entire team understands and supports.

Responsibility #3: Execution

Product managers, in practice, actually do hundreds of different things.

In the end, product managers ship, and that means that product managers cover whatever gaps in the process that need to be covered.  Sometimes they author content.  Sometimes they cover holes in design.  Sometimes they are QA.  Sometimes they do PR.  Anything that needs to be done to make the product successful they do, within the limits of human capability.

However, there are parts of execution that are massively important to the team, and without them, execution becomes extremely inefficient:

  • Product specification – the necessary level of detail to ensure clarity about what the team is building.
  • Edge case decisions – very often, unexpected and complicated edge cases come up.  Typically, the product manager is on the line to quickly triage those decisions for potentially ramifications to other parts of the product.
  • Project management – there are always expectations for time / benefit trade-offs with any feature.  A lot of these calls end up being forced during a production cycle, and the product manager has to be a couple steps ahead of potential issues to ensure that the final product strikes the right balance of time to market and success in the market.
  • Analytics – in the end, the team largely depends on the product manager to have run the numbers, and have the detail on what pieces of the feature are critical to hitting the goals for the feature.  They also expect the product manager to have a deep understanding of the performance of existing features (and competitor features), if any.

Make Things Happen

In the end, great product managers make things happen.  Reliably, and without fail, you can always tell when you’ve added a great product manager to a team versus a mediocre one, because very quickly things start happening.  Bug fixes and feature fixes start shipping.  Crisp analysis of the data appears.  Projects are re-prioritized.  And within short order, the key numbers start moving up and to the right.

Be a great product leader.

This work is licensed under a Creative Commons Attribution 3.0 Unported License.

Oct 10

25 Comments

Steve Jobs, BMW & eBay

There have been so many articles posted on Steve Jobs in the past week, I really thought I wasn’t going to add one here on my blog.

However, yesterday, John Lilly wrote a great piece on Steve Jobs yesterday, and I realized I might have a story worth telling after all.  I find myself fortunate, in retrospect, to have joined Apple in 1996 as an intern, and then full time in 1997 just weeks before Steve Jobs took the helm as interim CEO.

A Tale of Two Meetings

As an outgoing intern of the Advanced Technology Group, I actually did attend the meeting that John describes in his blog post.  However, as a full time engineer on WebObjects, I also had the opportunity to attend a different all hands that Steve Jobs called for the entire Rhapsody team (the codename of the project that became Mac OS X).

If you haven’t read John’s post, it’s definitely worth reading in tandem with this one.  He does a great job capturing the insights from the ATG meeting.  Instead, let me add to the story with my recollection of the Rhapsody meeting that happened the same week.

(Note: It has been over fourteen years since the meeting, so don’t take this as a literal play-by-play.  I have no notes, so all quotes are from memory.  But this is how I remember it.)

The “Michael Dell” Meeting

The mood of the Rhapsody team meeting was energetic, but mixed.  More than any other group at Apple, the Rhapsody team required a combination of talent from both long time Apple engineers and newly merged NeXT engineers.  There was a palpable sense of excitement in the room, as particularly the NeXT team had a huge amount of respect for the “incoming administration”.  At the same time, there was an element of discontent around suddenly finding themselves part of a large company, and even some skepticism that Apple was salvageable.

Steve got on stage at the front of the room in Infinite Loop 4, and put a huge, larger than life picture of Michael Dell on the wall.  He repeated the news fodder that Michael Dell had been asked recently what he would do if he was running Apple Computer.  (At the time, Dell was the ultimate success story in the PC industry.)  Dell said that he would liquidate the company and return the cash to shareholders.

A few gasps, a few jeers and some general murmuring in the audience.  But I don’t think they expected what he said next.

And you know what? He’s right.

The world doesn’t need another Dell or HP.  It doesn’t need another manufacturer of plain, beige, boring PCs.  If that’s all we’re going to do, then we should really pack up now.

But we’re lucky, because Apple has a purpose.  Unlike anyone in the industry, people want us to make products that they love.  In fact, more than love.  Our job is to make products that people lust for.  That’s what Apple is meant to be.

What’s BMW’s market share of the auto market?  Does anyone know?  Well, it’s less than 2%, but no one cares.  Why?  Because either you drive a BMW or you stare at the new one driving by.  If we do our job, we’ll make products that people lust after, and no one will care about our market share.

Apple is a start-up.  Granted, it’s a startup with $6B in revenue, but that can and will go in an instant.  If you are here for a cushy 9-to-5 job, then that’s OK, but you should go.  We’re going to make sure everyone has stock options, and that they are oriented towards the long term.  If you need a big salary and bonus, then that’s OK, but you should go.  This isn’t going to be that place.  There are plenty of companies like that in the Valley.  This is going to be hard work, possibly the hardest you’ve ever done.  But if we do it right, it’s going to be worth it.

He then clicked through to a giant bullseye overlayed on Michael Dell’s face.

I don’t care what Michael Dell thinks.  If we do our job, he’ll be wrong.  Let’s prove him wrong.

All I can remember is thinking: “Wow. Now that’s how you regroup, refocus and set a company in motion.”  I had seen speeches by Gil Amelio in 1996, and there was nothing comparable.  Please remember, at this point in time it wasn’t at all obvious that Steve or Apple would actually succeed. But I felt like I’d witnessed a little piece of history.

Fast Forward: eBay 2006

That meeting left a huge impression on me that extended well beyond Apple.  Steve’s actions and words at Apple in 1997 represented the absolute best in leadership for a turnaround situation.

It wasn’t until 2006, however, that I found myself at another large technology company looking to rediscover itself.  In the summer of 2006, I was one of a relatively small number of product leaders to tour a draft of a new initiative at eBay called “eBay 3.0″.  Led by the marketing team, a small, strong team had done a lot of research on what made eBay different, and what people wanted from the eBay brand.  The answer was that eBay was fun, full of serendipity, emotion, thrill.  The competition of auctions, the surprise at discovering something you didn’t know existed.  This reduced into a strong pitch for eBay as “colorful commerce”.

I was excited about the research and the work, because it echoed some of the things I remembered about Steve & Apple, and the simple vision he had for a company that made products that people lusted for.  But I also remember voicing a strong concern to several members of the team.  I told them about Steve’s speech to the Rhapsody team, and asked: “Does eBay want BMW market share, or Toyota market share?”  At the time, eBay was more than 20% of all e-commerce, and all plans oriented towards growing that market share.

Unfortunately, eBay tried to do both with the same product.

It’s not typical for a large, successful public company to basically say market share doesn’t matter, and to drive a company purely around a simple focus and vision.  When things are the toughest, unfortunately, that’s when leadership and vision matter the most.

Final Thoughts

Who would have imagined that Apple would have the largest market capitalization in the world?  Who would have thought that in the year 2011 that Apple – not Microsoft, not Dell, not Sony – would be defining the market for so many digital devices and services?

Most importantly, who would have thought that a leadership mandate that eschewed market share would achieve such dramatic gains?

Apple so easily could have gone the way of SGI, the way of Sun.  Instead, it literally shapes the future of the industry.  All because in 1997 Steve was able to offer a simple and compelling reason for Apple to exist.  A purpose.  And it’s a purpose that managed to aggregate some of the most talented people in the world to do some of their best work.  Again and again.

So I will add here a simple thank you to Steve Jobs for that meeting, and for changing the way that I think about every company’s purpose – their reason to exist.  Rest in Peace, Steve.

Oct 5

5 Comments

Joining Greylock

Today, John Lilly put up a really nice note on the Greylock Partners blog officially welcoming me to the firm.  Needless to say, I’m both honored and excited to be joining such a great team.

We’re fortunate to be witnessing the explosive growth of not one but two incredible new platforms for consumer products and services: social and mobile.  Both are literally changing the fundamental ways that consumers interact with devices, and are rapidly changing the dynamics for building successful new products and services.  After spending the past four years helping to build out social and mobile platforms, I can’t wait to partner with entrepreneurs to help them build out the next generation of products and companies over them.

Over the past few years, I’ve shared a number of insights here on this blog about building great products and companies.  Here are a few that are worth reading if you are curious about how I think:

And of course, the most appropriate for this announcement:

For now, I just want to say thank you to Reid, David, John and the entire Greylock team.  I can’t wait to get started.

Aug 27

3 Comments

Designers: Getting the Most Out of Your Product Manager

I gave a lighthearted talk yesterday at the LinkedIn User Experience team’s all hands meeting. I called it “Getting the Most Out of Your Product Manager”, and it was intended to talk from the perspective of someone who has lived in both of the HCI (Human Computer Interaction) & PM (Product Management) worlds.  The goal of the deck was simple – by explaining to designers and user experience professionals what makes a great product manager and how they are held accountable, it more obvious why occassionally PMs & Designers can clash.

There are some inside jokes so it might not be as funny to everyone, but it was popular enough that I thought I’d share it here.

As a side note, it was truly amazing to see such a large and amazingly talented group of designers and web developers arranged together.  Incredible validation of a simple truth – that if you want great user experience, you need to foster a culture and process that not only attracts the best talent, but also lets them do their best work.

It’s hard to believe that it was only in 2007 that we started down the path of having a formal UED team at LinkedIn.  When you see products like the recent LinkedIn mobile products, it’s worth remembering that great designs come from great teams.

 

Aug 26

2 Comments

LinkedIn as a Platform

From the first conversations that I had with Reid Hoffman about LinkedIn, what was striking was the amazing clarity about how value is created by social web properties.  Those conversations turned into one of my favorite talks, where I walk through the basic understanding of LinkedIn as a Platform business for students and new hires.

Since it’s a such a popular framework, I thought I’d capture an outline of it here so that others can benefit from it.  There is nothing here that won’t be familiar to industry insiders and folks who focus on social software.  However, I’ve found that most people, especially technologists who have not had first hand experience with social platforms, seem to find this useful & interesting.

LinkedIn as a Platform

I started my career as a software engineer, and as a result, I’ve always had a very technical view of what defines a platform.  Across multiple decades, platforms tended to be defined by technical constructs: entities and services that are exposed to software developers.

What’s most interesting about the social web is that, for the first time, technology is necessary but insufficient to deliver a successful platform.  So while LinkedIn is a technology company and great technology is a prerequisite for a great platform, it’s important to understand that in this generation great technology alone won’t ensure success.

Why the Social Web is Different

The reason why technology alone isn’t sufficient is due to the simple fact that on the social web, the true value of the platform extends from the users themselves.

First and foremost, users interact with each other.  At LinkedIn, the very first type of interaction was the simple act of connecting.  If you look at Web 1.0 companies, they spend an inordinate amount of money on user acquisition.  On social properties, user acquisition is effectively free because users generate activity, and that activity brings in other users.  This activity can be an invitation, a message, a comment, a like – any way that one person can reach out and contact another user.  More importantly, as a metrics-oriented product manager I can tell you, the likelihood that a person will respond to another person is easily an order of magnitude (10x+) higher than the response rates of a person to a company.  (Just think about your inbox and you’ll see it’s obviously true.)

What’s interesting about all of this user activity is that, in fact, activity itself is a form of content.  When someone responds in a group, comments on a status update, votes on a poll, or answers a question, they don’t just interact with other users – they also create content.  That content, as it turns out, becomes a catalyst for other people to engage and interact.

In fact, one of the primary aspects of a social platform is that users generate content.  Once again, looking back at the Web 1.0 generation of websites, content creation was one of the most challenging things to economically scale.  On social websites, users generate the bulk of the content.  What’s more, that content itself drives additional users to the site.  For example, the very first type of content that users created at LinkedIn was their professional profile.  Users discover this content via search engines, applications, and social distribution, and they join LinkedIn to engage with that content.

When developers want to connect with the LinkedIn platform, whether they are giant companies like Microsoft and SAP or tiny startups, the technology is just the means.  What they really want to connect to is this incredible engine of professionals, content, and activity.  It’s this vibrant, circulating, and growing engine of content that developers want to connect to.  This entire engine is really the LinkedIn platform.

Businesses Built Over the Platform

LinkedIn has had an open developer platform since late 2009, but it was in very early days that the company realized that it was fundamentally a platform business.

Despite it’s popular reputation as a site that has always made money, for the first few years LinkedIn did not focus on monetization at all.  There was always a high degree of confidence that if you could aggregate the world’s professionals and understand their reputations and relationships, it would be a new and incredibly valuable ecosystem.  However, around 2005 and into 2006, LinkedIn began experimenting with a few different theories on what the best way to build a sustainable business over this platform.

One theory was that, when you pull together a huge number of professionals, there would be an opportunity for hiring managers and companies to find great talent.  This was the precursor to the “Hiring Solutions” family of products.

Another theory was that, when you pull together a huge number of professionals, there would be an opportunity for companies to reach professionals with their products and services.  This was the precursor to the “Marketing Solutions” family of products.

Yet another theory was that there would be a small percentage of power users who would be willing to pay money for additional search and communications capabilities.  This was the precursor to the “Subscriptions” family of products.

Now, all of this pre-dates my joining the company, but what is truly amazing about this story is that, very quickly, all of these businesses worked.  And by worked, I mean they started immediately generating interesting and growing revenue.  This is also why LinkedIn slammed to positive cash flow so early in its history, and why the first party I got to attend when I joined the company was the “In the Black” party where the company celebrated that milestone.  (It was a good party.)

I can’t tell you how unique it is to have a technology startup that finds not one, but three potentially huge revenue streams early in its history.  In fact, most venture capitalists tend to prefer that companies find a single business model to execute against.

But the truth is, this was the catalyst for realizing an important fundamental truth: the LinkedIn platform is an incredibly powerful and valuable ecosystem, and that multiple great businesses can (and will continue) be built over it.

Where LinkedIn Spends Most of Its Time

One of the great things about LinkedIn as a company is that there is incredible alignment across the company about how our ecosystem creates value.  The value comes from the vibrancy of the professional network itself.

This is why, across the company, you’ll see that the vast majority of energy is spent on figuring out how to leverage this platform of professional identity and insights to make LinkedIn more useful, more often to professionals globally.  It turns out that the more professionals, the more activity, the more content created, the more value is created for all of LinkedIn’s businesses.

This is why LinkedIn puts their members first.  Our job is to connect the world’s professionals, and make them more productive and successful.  The rest follows.

Extending LinkedIn Across the Web

As LinkedIn extends itself as a true professional operating system for the web, the incredible volume and velocity of professional identity and insights will provide value to a whole new generate of web, desktop, mobile and enterprise applications.

Jul 13

4 Comments

How to Make a Great T-Shirt: Metrics

This is the third post in my series on “How to Make a Great Tech T-Shirt“.

Define Success to Achieve Success

On the consumer web, product managers succeed and fail based on their ability to define, measure and understand their product metrics.  When new Product Managers start at LinkedIn, one of the first tasks that I give them is to thoroughly reassess the metrics in the area they are taking over, and prepare a new set of metrics that they will use to measure success with their area on an ongoing basis.

As a result, it’s not completely surprising that I believe that if you want to make great t-shirts for a technology organization, you have to first define a clean, objective measure of success.  You then have to experiment, measure, learn and iterate to produce truly great t-shirts.

Key Metrics: T-Shirt Success

The key to a good metric is simple.  Objectivity.  The problem with t-shirts is that *everyone* has an opinion about what they want in a t-shirt.  Unfortunately, almost no one has ever tested out their pet theories in an objective way.  Thus, T-Shirt choices get made based on the personal opinions of the people making them, rather than what will be most successful for the organization.

Over my years of making t-shirts at LinkedIn, I’ve narrowed my success metrics to a simple measure:

  • What percent of people who received a t-shirt wear it after a 1 month, 3 month, 6 month, and 12 month time periods

That’s a lot to absorb, but it’s really quite simple.  Let’s say you made 100 t-shirts in October 2009:

  • How many people wore your t-shirt to work in November 2009?
  • How many people wore your t-shirt to work in January/April/October 2010?

Clearly, if the more people wearing your shirt on an ongoing basis, the more successful your shirt was at achieving its objectives.

If You Make A T-Shirt and No One Wears It…

  • Q: If a tree falls in the woods and no one is there to hear it, did it make a sound?  (A: yes)
  • Q: If you make a t-shirt and no one wears it, was it worthwhile to make a shirt? (A: no)

In my blog post, Why T-Shirts Matter, I outlined over half a dozen reasons why t-shirts are important to technology organizations.  None of those justifications come true, however, if no one wears the t-shirt.  That’s why success is defined by how often people wear the t-shirt, and for how long.

If you’ve made t-shirts before, then you probably recognize the pattern of failure.  In the failure case, everyone takes a t-shirt, but somehow, you never see people wear them around the office.  Sure, maybe a couple people wore them the day after you handed them out.  But a few weeks later, it’s like they never existed.  When you ask about them, people tell you “Oh, I wear it on the weekend” or “I use it for the gym”.  Listen, let’s be honest.  A lot more people in technology talk about going to the gym than actually doing it.  These are the white lies people tell you to avoid telling you the truth: “I took a t-shirt because, for some uncontrollable reason, I have to take any t-shirt that is offered.  But I’m never going to wear it.”

Experiment With Your Shirts

You should be making at least one new t-shirt per quarter for your technology organization, so you have time to learn and experiment.  As we go through the upcoming blog posts on t-shirt quality and design, you’ll see that there are a variety of choices.  There is no one universal answer, but if you are attentive to what t-shirts “work” in your organization, you’re more likely to make new t-shirts that work.

For example:

  • Should you make women’s sizes?  The answer is simple – if it increases the number of people who will wear the shirts to the office and for longer, then yes, you should.  (At LinkedIn, this is absolutely true.)
  • Are certain colors more successful than others?  Absolutely.  (At LinkedIn, the best colors are black, navy, charcoal grey, and heather grey).
  • Should you spend more on higher quality t-shirt manufacturers and materials?  Absolutely.  T-Shirts that go bad quickly or shrink end up never getting worn.  Better to spend $12 for shirts you’ll see for the next two years than $5 on shirts you won’t see again.

I think the more you think about the simplicity of this metric, the more you’ll see that it will help you quickly spot at your workplace what are the shirts people love, and thus which shirts were worth the time & money.

 

Jul 7

48 Comments

Proposed Solution: Quicken 2007 & Mac OS X Lion

Right away, you should know something about me.  I am a die-hard Quicken user.  I’ve been using Quicken on the Mac since 1994, which happens to be the point in time where I decided that controlling my personal finances was fundamentally important.  In fact, one of my most popular blog posts is about how to hack in and fix a rather arcane (but common) issue with Quicken 2007.

So it pains me to write this blog post, because the situation with Quicken for the Mac has become extremely dire.  Intuit has really backed themselves into a corner, and not surprisingly, Apple has no interest in bailing them out.  However, since I love the Mac, and I love Quicken, I’m desperately looking for a way out of this problem.

Problem: Mac OS X Lion (10.7) is imminent

Yesterday, I got this email from Intuit:

It links to this blog post on the Intuit site.  The options are not pretty:

  1. You can switch to Quicken Essentials for Mac.  It’s a great new application written from the ground up.  In their words, “this option is ideal if you do not track investment transactions and history, use online bill pay or rely on specific reports that might not be present in Quicken Essentials for Mac.” Um, sorry, who in their right mind doesn’t want to track “investment transactions”?  Turns out, at tax time, knowing the details of what you bought, at what price, and when are kind of important.  At least, the IRS thinks so.  And they can put you in jail and take everything you own.  So I’m going with them on this one.  No dice.
  2. You can switch to Mint.  I love Mint, and I’ve been using it for years.  But once again, “This option is ideal if maintaining your transaction history is not important to you.”  Yeesh.  For me, Mint is something I use in addition to Quicken.  Unfortunately, Mint is basically blind to anything it can’t integrate with online.  Which includes my 401k, for example.
  3. You can switch to Quicken for Windows.  Seriously? 1999 called and they want their advice back.  Switch to Windows?  Intuit would get a better response here if they just sent Mac users a picture of a huge middle finger.  By the way, to add insult to injury:  “You can easily convert your Quicken Mac data with the exception of Investment transaction history. You will need to either re-download your investment transactions or manually enter them.”

This is an epic disaster.  I’m not sure how many people are actually affected.  But the Trojan War involved tens of thousands of troops, so I’m going with Homer’s definition of “Epic”.

What’s the Problem?

There are really three issues at play here:

  1. Strike 1. Around 2000, Intuit made the mistake of abandoning the Mac.  Hey, they thought it was the prudent thing to do then.  After all, Apple was dying.  (The bar talk between Adobe & Intuit on this mistake must be really fun a few drinks into the evening.)  Whoops.  This led Intuit to massively under-invest in their Mac codebase, yielding a monstrosity that apparently no one in their right mind wants to touch.  From everything I hear, Quicken 2007 for the Mac might as well be written in Fortran and require punch cards to compile.  Untouchable.  Untouchable, unfortunately, means unfixable.
  2. Strike 2. Sometime in the past few years, someone decided that Quicken Essentials for the Mac didn’t need to track investment transactions properly.  I’ve spent more than a decade in software product management, so I have compassion for how hard that decision must have been.  But in the end, it was a very expensive decision, and even if it was necessary, it should have mandated a fast follow with that capability.  It’s a bizarre miss given that tracking investment transactions is a basic tax requirement.  (See note on the IRS above)
  3. Strike 3.  Apple announces the move from PowerPC chips to Intel chips in June 2005.  Yes, that’s *six* years ago.  Fast forward to June 2011, and Apple announces that their latest operating system, Mac OS X Lion, will not support the backwards compatibility software to allow PowerPC applications to run on Intel Macs.

Uh oh.

This is Intuit’s Fault.

With all due respect to my good friends at Intuit, this problem is really Intuit’s fault.  Intuit had six years to make this migration, and to be honest, Apple is rarely the type of company to support long transitions like this.  You are talking about the company that killed floppy drives almost immediately in favor of USB in 2000, with no warning.  They dropped support for Mac OS Classic in just a few years.  It’s not like Apple was going back to PowerPC.

If you examine the three strikes, you see that Intuit made a couple of tactical & strategic mistakes here.  But in the end, they called several plays wrong, and now they are vulnerable.

Intuit would argue that Apple could still ship Rosetta on Mac OS X Lion.  Or maybe they could license Rosetta to Intuit to bundle with Quicken 2007.

Apple’s not going to do it.  They want to simplify the operating system (brutally).  They want to push software developers to new code, new user experience, and best-in-class applications.  They do not want to create zombie applications that necessitate bug-for-bug fixes over the long term.  Microsoft did too much of this with Windows over the past two decades, and it definitely held them back at an operating system level.

A Proposed Solution: VMware to the rescue

I believe there is a possible solution.  Apple has announced that Mac OS X Lion will include a change to the terms of service to allow for virtualization.  If this is true, this reflects a fundamental shift in Apple’s attitude toward this technology.

The answer:

  • Custom “headless” install of Mac OS X 10.6.8, stripped to just support the launch of Quicken 2007.
  • Quicken 2007 R4 installed / configured to run at launch
  • Distribution as VMware image

OK, this solution isn’t perfect, but it is plausible.  Many system utilities are distributed with stripped, headless versions of Mac OS X.  In fact, Apple’s install disks for Mac OS X have been built this way.  A VMware image allows Intuit to configure & test a standard release package, and ensure it works.  They can distribute new images as necessary.

The cost of VMware Fusion for the Mac is non trivial, but actually roughly the same price as a new version of Quicken.  I’m guessing that Intuit & VMware might be able to work out a deal here, especially since Intuit would be promoting VMware to a large number of Mac users, and even subsidizing it’s adoption.

Will Apple Allow It?

This is always the $64,000 question, but theoretically, this feels like really not much of a give on Apple’s part.  They are changing the virtualization terms for Mac OS X Lion, so why not change them for Snow Leopard to0.

Can We Fix It? 

I’m a daily VMware Fusion user, which is how I use both Windows & Mac operating systems on my MacBook Pro.  If Intuit can’t work this out, I just might try to hack this solution myself.

In the end, I’m a loyal Intuit customer.  I buy TurboTax every year, and I use Quicken every week.  So I’m hoping we can all find a path here.

Feel free to comment if you have ideas.

 

 

Sep 22

2 Comments

Want Engagement? Find the Heat.

If you talk to product managers, designers, and engineers at almost any consumer internet company these days, you’ll find that they measure their success largely across three dimensions:

  • Growth (more users)
  • Revenue (more money)
  • Engagement (more visits, more activity per visit)

Believe it or not, it’s that last bullet which is the ultimate coin of the realm: engagement.  How to measure it.  How to design for it.  How to predict it.  How to generate it.

The assumption is that engagement is a proxy for the strength of the relationship with the consumer, and thus leads to both strategic advantage as well as long term monetization.

There is no one simple answer to the question of how to design and build highly engaging products and features.  Game mechanics (thanks in large part to Amy Jo Kim) has become the de facto answer for designing for engagement on the consumer internet in the past few years.  However, in the last few months, I’ve been advocating a new frame for product managers and designers to think about engagement in their products, particularly content-based applications.

Find. The. Heat.

Given the phenomenal success of Google, most modern consumer internet companies are heavily influenced by its product culture, whether they care to admit it or not.  Google made relevance the gold standard for content, and machine generated algorithms for sifting and sorting that content the scalable solution.

But when it comes to content, it’s worth considering things that frankly our colleagues in old media have known for a very long time.

There is a big difference between:

  • Content that you should read / view
  • Content that you want to read / view
  • Content that you actually read / view

It’s not an accident that there are a spectrum of news content, ranging from PBS -> 60 Minutes -> CNN -> Fox News / MSNBC.

The difference?  Heat.

For several years, I’ve been largely focused on designing products with two separate goals in mind, always in tension.  Relevance: ensuring that the content and features presented to the user are as productive as possible.  Delight: ensuring that the user experiences that mix of surprise, happiness, and comfort from using the product.  Jason Purtoti, former designer at Mint.com and current Designer in Residence @ Bessemer, has often advocated for designing for delight.

Heat, however, is not the same as delight.  But heat might be more important than delight for content-based applications.

Let me explain.  Heat covers a multitude of strong emotions.  Vice.  Virtue.  Delight.  Disgust.  Anger.  Thrill.

You can generate heat by showing people content they love… and also by showing them content that they hate.  When you get to the heart of why people share content, you realize that Youtube had virality long before social networks, feeds, and other forms of viral growth were around.  What they had was content that people wanted to share so much, they would cut and paste arcane text strings into emails and send them around.

Heat make many technologists uncomfortable.  First, it’s emotional and irrational.  Second, it’s typically at odds with strict definitions of relevance and utility.

But like the theme of this entire blog, people are predictably irrational.  TV Producers and writers tend to be experts in detecting heat from their audiences, and generating content to match it.  I believe that, just as Google revolutionized the automatic surfacing of relevant content, we can also automate the surfacing of content that generates heat.

This is fairly obvious in politics, as an example.  I can generate highly personalized and relevant content by showing liberal users articles from Daily Kos about health care.  But I can generate heat from that same audience by surfacing articles by Karl Rove on the same topic to those users.

Which are they more likely to click on?  Which are they most likely to share?

Which one generates the most heat?  Which one is “better” for them?

Please note, I am not advocating designing for heat as any form of solitary framework for building engaging products.  However, I have personally found in the past few months that this line of thinking helps inspire me to come up with far more interesting ideas for feature design.  It also seems to help teams that I work with get over mental blocks that lead to dry, boring, unemotional, data-driven content features.

Try it.

Find the heat.

May 26

1 Comment

Tweets: LinkedIn, Twitter & Lists

Today I had the privilege of taking the wraps of a feature enhancement that my team has been working on for the past few weeks: the new version of Tweets.

LinkedIn Blog: Find and Follow Your LinkedIn Connections on Twitter

Tweets on LinkedIn

You can install Tweets by going to the install page on LinkedIn.

There’s no need to run through all of the great new features – the LinkedIn blog post does a good job of that.   Here is some of the most notable press coverage:

The buzz was fantastic to see.  We pushed out the new application at 4PM PST, and by 4:10PM we were trending with over 20 tweets per minute about the application.  (This included a really nice shout out from Ryan Sarver at Twitter).

One of the most unique aspects of this launch was the added ability to see which of your LinkedIn connections are on Twitter, and which ones your are (or aren’t following).  For example, I personally discovered that I had over 334 LinkedIn connections with Twitter accounts, but was only following 120 of them.  With a few clicks, I was able to discover that key people, including several executives at LinkedIn, had Twitter accounts that I should be following.  Click click click.  Done.

The reason I really loved working on this project is that it captures one of the fundamental reasons the LinkedIn platform is so important.  We believe that every business application would be better if it was integrated with your professional reputation and relationships, and this feature is a great example of how Twitter can become more valuable when it’s integrated with your LinkedIn account.  Finding the right people to follow on Twitter can be difficult, and leveraging your LinkedIn network is a great way to find and follow professionally relevant Twitter accounts.

With the new Twitter list functionality, I can now keep tabs on the tweets of my LinkedIn connections on LinkedIn, on Twitter for iPhone, in Tweetdeck, Seesmic, Twitter.com or any Twitter client that supports lists.  Set it once and forget – LinkedIn keeps it up to date.

A special thank you to the team, in particular Alejandro Crosa, Sarah Alpern and Taylor Singletary.  Very exciting to see this feature live.

You’ll be even more impressed with what we have planned next.  :)

Mar 30

3 Comments

LinkedIn for Blackberry: Get It Now

I know this is my personal blog, but sometimes launches are big enough that I feel compelled to announce them here as well.

LinkedIn Blog: LinkedIn for Blackberry: Anytime, Anywhere

You can download it at http://www.linkedin.com/blackberry

Twitter is on fire with the news right – I’m watching the stream of comments in realtime.  Great pieces on TechCrunch & Mashable already.  As usual, the team seems to find it amusing to use my profile in all the screenshots, so I guess that is some measure of fame.

The best part of this launch is that it’s just the beginning of our efforts on the Blackberry platform.  I’m very proud of the entire team for pulling together to make this first launch successful.  Special kudos to Chad Whitney on his first major launch and blog post – he even got a new profile photo for the occassion.  Chad joined my team in December 2009, and has already made a phenomenal impact on our mobile products.

Feb 5

The Man in the Gorilla Suit

A fun article appeared today on Silicon Alley Insider:

Silicon Alley Insider: What’s It Like Working for LinkedIn by Nicholas Carlson

It’s a short piece that covers the basics of working for a hyper-growth, late stage web 2.0 startup.  The piece begins with the following:

During a recent trip out to the Bay Area, we swung by the LinkedIn world headquarters.

We learned that LinkedIn may be the “serious” social network, but the people behind the site know how to have fun.

They wear gorilla suits to the office. They play frisbee golf around cubicles. Sometimes, they build robots modeled after each other.

Sounds like fun, right?  The article has a 24-slide series of photos to illustrate the trip.   The slide show is called:

LinkedIn is Made by Robots and Men in Gorilla Suits

It turns out that I am, in fact, the Man in the Gorilla Suit.

On Slide 17, you see a picture of the large stuffed gorilla that sits next to me at work:

I asked Kay, “what’s with the stuffed bear?” Her answer: “Get your facts right, it’s a stuffed gorilla. Sheesh.” It belongs to VP Adam Nash…

On the next slide, they provide the snapshot from the FAQ page on the company store, where I’m posing in gorilla suit, wearing a LinkedIn t-shirt:

…who is sometimes known to wear a gorilla suit around the office.

As my brother would say, “It’s funny because it’s true.”

It turns out that the Gorilla suit is just about my favorite Halloween costume.  Originally an eBay purchase in 2005, I wear it every year to the office.

So now you know.

Feb 2

22 Comments

eBay’s Value Problem is a Search Problem

It has been quite a long time since I posted here about eBay.  I still use the site regularly (I typically still list at least a few things every month), and while I may tweet about things from time to time, I rarely feel the need for a full blog post.

On January 21st, Ikai Lan (@ikai) posted this tweet:

What’s the big deal, right?  So what if Ikai found a better deal on Amazon for his Star Trek geekfest?

Here’s the big deal. This was my response to Ikai:

The issue here isn’t that I was somewhat obnoxious (although clearly, I was a bit obnoxious).  Ikai & I worked together at LinkedIn, so it’s not unexpected to have a little bit of fun with the back & forth on Twitter.

The problem is that Ikai is a smart, technical guy.  He’s also someone who looks for a good deal.  If someone like Ikai thinks that Amazon has a cheaper price on an item like the complete DVD collection for Star Trek DS9, then eBay has a real problem.

eBay’s Value Problem

When I wrote my Eulogy for eBay Express in 2008, I talked about four key value propositions that eBay navigates: value, selection, trust and convenience.  One of the motivating factors behind eBay Express was trying to find a way to leverage eBay’s huge advantages in value and selection, while shoring up perceived weaknesses in trust and convenience.

But here we are in 2010, and while eBay has the item, apples-to-apples, for over $100 less than Amazon.com – Ikai didn’t know it.  And you know what?  If a low price falls in the forest and no one is around to hear it, it doesn’t make a sound… or a sale.

eBay’s Value Problem is actually a Search Problem

The point is, despite the fact that Ikai is an engineer working at Google, he couldn’t find the item.  So a $115 price advantage was nullified.   Why?

I’m not a 100% sure what Ikai did to identify the proposed “$350 price”.  When I searched on eBay, I found literally dozens of items priced below $300, many of which were from top sellers, and many of which that offered returns.  In fact, I saw items as low as $130, but I tried to find the lowest priced item that matched the quality of service Ikai would expect from an Amazon third party seller.

Of course, I’ve been on eBay since 1998, and I spent years working on structured data and search products at eBay, so I have a hunch why I found the items and he didn’t.

He typed the wrong query. My guess is that he typed something like this “Star Trek DS9 season 1-7” in the DVD category.  Makes sense, right?  Unfortunately, this only returns two items, the cheapest of which is $299.

Despite years of investment, the eBay search engine still doesn’t understand that “DS9 = Deep Space Nine”, and that “1-7″ is a range, and that “season” is an attribute that DVD sets for television series can have.

Now, what I did do?  Simple:

  1. I typed the query “deep space (nine, 9)”
  2. I selected the category for DVD
  3. I selected “Buy It Now” for listing type
  4. I sorted from highest price to lowest

Let’s review the tricks I used:

  1. The () notation is how the eBay search engine does OR.  So I was able to find listings with both “nine” and “9″ in them.  To be fancy, I could have used “DS9″ in there too, but it wasn’t necessary.
  2. Filter to DVD category to clean out other clutter.
  3. I figured Ikai didn’t want to bid on an auction
  4. Sorting from high to low is a counter-intuitive trick, but if you assume that the collection will be more expensive than individual DVDs, it makes sense.  I use this all the time with high priced items, since quality tends to float to the top.

I then scanned down the list to find the cheapest collection sold by a credible seller (someone with high feedback and % satisfaction).  And then I tweeted it to Ikai.

Would anyone else know how to do this? Would anyone else want to do this?

I do it, largely because I still love eBay, and because I actually know how to do it.  Plus, I really appreciate saving money on items like this, so the $115 is worth a few minutes.

But all I know is that if eBay can’t leverage it’s intrinsic price advantage with buyers like Ikai, then it has a serious problem.  They can never beat Amazon or traditional retailer e-commerce sites on trust and convenience.  They can, however, beat them on price and selection.

But customers have to be able to find those advantages to value them.

Dec 29

1 Comment

LinkedIn for iPhone 3.0 is LIVE!

Just a quick note to say that the new version of LinkedIn for iPhone is now live in the iTunes App Store.

Download LinkedIn for iPhone

I wrote a fairly lengthy piece on the official LinkedIn blog, so no need to replicate the full walk-through here.  In any case, check out this new home screen:

This application represents a huge achievement for the team.  It’s really a complete redesign and re-architecture of the entire stack supporting the application, based on an end-to-end design that was driven by user feedback and business metrics.

Building iPhone apps is a wonderful throwback in some ways to the days of client software, except with the advantage of over a decade and a half of web-based architectures.  There is a richness to client applications that the web still doesn’t replicate, and a complexity and depth to their design that is often under-appreciated.

Of course, the team had fun too.  The “Themes” feature, for example, was never part of the original plan.  It was originally a last minute easter egg that we included for fun in internal testing.  It proved so popular, however, we felt like we had to include it for everyone.

There are hundreds of things I love about this new application.  Even the way it presents a user’s profile is thoughtful, as LinkedIn is designed to allow you to put your best foot forward as a professional:

Of course, I wouldn’t be a product manager if I didn’t also have hundreds of things I’d like to see improved in the application.  It has been fun to watch the Twitter stream all day, as the feedback has been mostly positive.  Still, while this application represents a big leap forward for LinkedIn on the iPhone, it’s really just a beginning.  What’s most exciting about the architecture of this application is that it will let us rapidly innovate and improve the mobile experience through 2010 and beyond.

So here’s a quick shout out to the team – thank you for the hard work and effort in 2009 to produce an iPhone app we can be proud of.   I couldn’t be more excited for 2010, as we change the way people think of mobile business applications.

Dec 16

LinkedIn Takes People Search to Eleven

I apologize for the reference to Spinal Tap, but this is my personal blog after all.

I normally don’t post most LinkedIn announcements here, but this one is too big to ignore.

On Monday, LinkedIn made faceted search available to all members.  This effort brought to fruition efforts that date back to 2007 to completely rearchitect and redesign the LinkedIn search experience based on the unique characteristics of people search.

Rather than try to describe the feature here, I’ll just point to the formal LinkedIn blog post by Esteban Kozak, and embed his great youtube video on the feature:

The news coverage has been flattering:

What’s most exciting to me, however, is that these are still very early days in the development of the LinkedIn search platform.  It took LinkedIn over five years to amass its first billion queries.  This year alone, LinkedIn will exceed that number by a wide margin.  People search requires unique investments in structured data, relationship information, search intelligence, and personalized relevance.  (If you’re curious, the Boolean Black Belt got a sneak peak at some upcoming features).

I just wanted to take a moment to say kudos to the entire search team for this tremendous achievement that cuts across all areas – product, design, research, web development, engineering, marketing & operations.

Twitter integration, Open developer program, Faceted Search.  What a great way to launch into the holidays.

Can’t wait for January :)

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