App review: Grip

 

Grip is a London based startup that specialises in “smart event networking software”. That sounds like a relevant problem to solve, because don’t we all have a (secret) love-hate relationship with ‘networking’ at events!?

Yes, I’d love to meet with interesting people at events but I hate approaching people randomly.

Let’s have a closer look at how Grip is looking to solve this problem:

My quick summary of Grip (before using it) – I expect an app that uses clever algorithms to suggest relevant people to meet during events.

How does Grip explain itself in the first minute? – The Grip homepage describes the tedium involved in networking at events, with attendees often failing to make the connections they’d hoped for. Grip’s value proposition is to remove this tedium by unlocking “valuable connections at your event, saving attendees time and hard work. We use advanced algorithms to recommend the right people and present them in an easy swiping interface that your attendees will love.”

Getting started, what’s the process like? – Grip uses natural language processing to connect event attendees based on interest, needs and other things they’ve got in common. I liked Grip’s ability to tell an attendee not just who, but also why they should meet someone, in the form of Reasons To Meet.

Grip users will be able to tailor the real-time recommendations they get by setting their own matchmaking rules. I like the element of Grip not totally relying on machine learning, but also giving users the opportunity to feed their preferences into category rules into the Grip dashboard. This will influence the matchmaking engine in real-time and improve the future recommendations for event exhibitors, delegates and sponsors.

I can imagine that the data around users’ acceptance or rejection of Grip’s suggested matches, will help in further refining the app’s recommendations. This reminded me about the review that I did of THEO recently. THEO acts a ‘robo-advisor’ and uses machine learning to provide its users tailored investment advice.

Integrating the Grip API – Apart from the app, Grip have also got their own API, which makes it easier for companies to incorporate event matchmaking capability into their website or apps.

Main learning point: Grip is taking a significant problem for event attendees and exhibitors, and is using machine learning to solve this problem in a real-time and personalised fashion.

Related links for further learning:

  1. https://grip.events/handsake-event-networking/
  2. https://www.eventbrite.co.uk/blog/event-tech-adoption-at-events-ds00/
  3. https://grip.events/ai-event-matchmaking/
  4. https://grip.events/7-secrets-game-changing-event-networking/
  5. http://event-profs.com/world-first-artificially-intelligent-event-technology/
  6. https://marcabraham.com/2017/04/19/app-review-theo/
  7. https://www.eventbrite.co.uk/blog/event-tech-startups-2017-ds00/

 

Some good conversational UI examples to learn from

It was Dennis Mortensen – CEO/Founder of x.ai – who made me aware a few years ago of the concept of ‘invisible interfaces’. He talked about applications no longer needing a graphical user interface (GUI), taking “Amy” – x.ai’s virtual personal assistant as a good example (see Fig. 1 below).

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Fig. 1 – Amy, x.ai’s virtual assistant – Taken from: http://www.agilenetnyc.com/business/x-ai/

Since then, I’ve been keeping more of an eye out for bots and virtual assistants, which can run on Slack, WeChat, Facebook Messenger or Amazon Echo. Like “Amy” these applications can be driven entirely by complex machine learning algorithms, or can be more ‘smoke and mirrors’ and operated entirely by humans. Let’s just have a look at some relevant examples to illustrate where I think some of these virtual assistants and chatbots are heading.

Example 1 – Nordstrom Chatbot and Operator offering personalised discovery:

US based Nordstrom recently launched its first chatbot for the 2016 holiday season. If you’re already on Facebook Messenger or Kik, Nordstrom’s virtual assistant is only a click away. Users who engage with Nordstrom’s bot will be asked a number of questions about who they’re shopping for. The bot will then respond with bespoke gift suggestions based on the user’s responses.

nordstrom-v1

Fig. 2 – Nordstrom Chatbot – Taken from: https://chatbotsmagazine.com/the-complete-beginner-s-guide-to-chatbots-8280b7b906ca#.l5e2i887r

You can get a similar experience using Operator, which is driven entirely by human experts who’ll provide you with personalised advice on what to buy (see Fig. 3 below).

screen-shot-2016-12-19-at-20-46-37

 

Fig. 3 – Operator’s experts providing tailored advice to its users – Taken from: https://www.operator.com/

Example 2 – KLM sharing flight information via Facebook Messenger:

KLM, the well known international airline, now enables customer to receive their flight documentation via Facebook Messenger. After booking a flight on KLM’s website, customers can choose to receive their booking confirmation, check-in details, boarding pass and flight status updates via Messenger. It’s built on a Messenger plug-in which customers only have to enable in order to receive ‘personalised’ messages from KLM (see Fig. 4 below).

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Fig. 4 – Screenshot of KLM’s Messenger app – Taken from: https://messenger.klm.com/

Example 3 – Telegram using buttons for discovery and shortcuts:

As much as it’s great to have a very simple ‘single purpose’ conversational user interface, there are messenger apps and virtual assistants out there that do offer user functionality that works better with buttons to click. A good example is the Telegram app, which has buttons for specific actions and shortcuts (see Fig. 5 below).

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Fig. 5   – Screenshot of the buttons in Telegram’s messenger app – Taken from: http://alistapart.com/article/all-talk-and-no-buttons-the-conversational-ui

Main learning point: I’ll no doubt learn more about conversational user interfaces over the coming months and years, but looking at simple examples like x.ai, Nordstrom’s Chatbot, Operator, Telegram and KLM’s Messenger feels like a very good starting point!

Related links for further learning:

  1. http://alistapart.com/article/all-talk-and-no-buttons-the-conversational-ui
  2. https://uxdesign.cc/10-links-to-get-started-with-conversational-ui-and-chatbots-3c0920ef4723#.yqpfdz5re
  3. https://chatbotsmagazine.com/the-complete-beginner-s-guide-to-chatbots-8280b7b906ca#.l5e2i887r
  4. http://www.geekwire.com/2016/new-nordstrom-mobile-chat-bot-ready-help-shoppers-find-perfect-holiday-gift/
  5. https://www.techinasia.com/talk/complete-beginners-guide-chatbots
  6. https://www.smashingmagazine.com/2016/07/conversational-interfaces-where-are-we-today-where-are-we-heading/
  7. http://www.theverge.com/2016/3/30/11331168/klm-facebook-messenger-boarding-pass-chat-integration
  8. https://messenger.klm.com/
  9. https://www.operator.com/

App review: Zuora

One of the product areas I’m keen to learn more about is billing; understanding how small businesses go about (recurring) billing. A few years ago, I used Recurly to power subscription management and payments for a music streaming service. I’ve now discovered Zuora, who aspire to “turn your customers into subscribers.”

“The world subscribed” – I really like Zuora’s vision – “the world subscribed” – and its 9 keys to building a subscription based business (see Fig. 2 below). Zuora aims to make managing subscription payments as intuitive as possible. For example, when I look at the info that Zuora provides on a specific customer account, it feels clear and clean, enabling the user to digest key account information at a glance (see Fig. 3 below).

Part of an ecosystem – The thing I like best about Zuora is the numerous integrations it has with partners and marketplace apps. As a result, Zuora users can integrate easily with payment gateways such as Adyen and link with accounting software packages such as QuickBooks. Similarly, there’s a whole host of apps and plug-ins that Zuora users can choose from.

Main learning point: Even though subscription management / billing forms the core of Zuora’s value proposition, I feel that there’s much more to it: helping people run their business operations as efficiently as possible. I don’t know whether the people at Zuora would agree with me on this vision, but I believe that, especially through it’s 3rd party integrations, Zuora can support its users more widely in their day-to-day operations.

Fig. 1 – Screenshot of Zuora’s “Quotes” overview – Taken from: https://www.getapp.com/finance-accounting-software/a/zuora/

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Fig. 2 – Zuora’s 9 keys to building a subscription based business – Taken from: https://www.zuora.com/vision/the-9-keys/

  1. Price – Find your sweet spot. Dynamically adjusting pricing and packaging is the surest way to attract and retain customers, and multiply the value of your relationships.
  2. Acquire – Boost subscription rates with tools like flexible promotions, integrated quoting and multi-channel commerce.
  3. Bill – Subscriptions mean more invoices and more payments. Automatically generate fast, accurate bills and deliver them online.
  4. Collect – Get paid. Collect payments instantly through automated and manual channels, while maximising completed transactions and minimising write-offs.
  5. Nurture – Build beautiful relationships. Keep your customers engaged and happy. Seamlessly manage rapidly changing upgrades, conversions, renewals and other orders.
  6. Account – Measure everything. Twice. Zuora plugs straight into your accounting software and General Ledger. Register subscription and process deferred revenue with ease.
  7. Measure – No paper, no worries. Analytics make forecasting, accounting close and audits a breeze. Plus, it gives you the right insight your subscribers, so you can make smarter decisions.
  8. Iterate – Try something new every day. Subscriptions can involve complex customer relationships. Zuora lets you iterate and test what’s working with just a couple of clicks.
  9. Scale – Get growing. Zuora is built on a secure, scalable technology infrastructure. So wherever you start out, we’ll keep the system running as you grow.
Fig. 3 –  Screenshot of Zuora’s “Customer Accounts” page – Taken from: https://www.crunchbase.com/organization/zuora#/entity
zuora-1
Related links for further learning:
  1. https://www.boomi.com/solutions/zuora/
  2. https://www.zuora.com/product/partners/
  3. https://connect.zuora.com/appstore/apps
  4. http://fortune.com/2014/06/10/10-questions-tien-tzuo-founder-and-ceo-zuora/
  5. http://www.forbes.com/sites/edmundingham/2015/10/13/why-own-anything-anymore-zuora-founder-explains-rise-of-subscription-economy-at-subscribed-ldn/#735812d65a49
  6. http://blog.servicerocket.com/podcasts/episode-7
  7. https://www.zendesk.com/customer/zuora/
  8. https://medium.com/the-mission/the-greatest-sales-deck-ive-ever-seen-4f4ef3391ba0#.xbezrudzi

App review – Qapital

As my readers might know by now, I’m always on the lookout for new apps or any other technology innovations that provide a simple but great customer experience. I think I’ve found another one in Qapital, an app that enables people to “Save small” and Live large.” The app lets people make small savings in an automated fashion. Qapital makes it easy to create (1) saving goals and (2) set up rules to trigger deposits into one’s Qapital account (see Fig. 1 below).

Fig. 1 – Qapital user interfaces – Taken from: https://letstalkpayments.com/keep-lookout-amazing-pfm-app/

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These are the main components of the Qapital app:

  1. Choose a Goal – User can set monetary Goals through the Qapital app. Unfortunately, the Qapital app isn’t available in the UK yet, so I couldn’t set up a Goal through the app. However, once you download the Qapital app, users can set their own saving goal or select one of Qapital’s pre-selected goals.
  2. Create a Rule – Qapital users can create Rules to managing their saving habits. Rules are events that trigger the Qapial app to transfer money fro a user’s linked account to their Qapital account. For example, if you find yourself spending a lot of money on guilty pleasures like tech gadgets or trendy trainers, you can set up your own “Guilty Please Rule” (see Fig. 2 – 3 below).
  3. Connect to IFTTT – Users can link their Qapital account to their everyday (online) activities through IFTTT. IFTTT is a free web-based services that enables users to create “recipes”, which are simple conditional “If This Then That” statements. These statements are triggered based on changes in services such Gmail, Facebook, Instagram and Pinterest (see Fig. 4 below).

Main learning point: I love how Qapital encourages people to save and makes it very easy to do so! Call it gamification or jusr great user experience, Qapital has created a very compelling proposition and product in my view.

Fig. 2 – Screenshot saving Rules on Qapital’s app – Taken from: http://www.tested.com/tech/android/564019-google-play-app-roundup-qapital-dub-dash-and-evo-explores/

qapital-2

 

Fig. 3 – Rules that users can create on Qapital – Taken from: https://www.qapital.com/how-it-works

  • The guilty pleasure rule – This Rule has been design to help users curb their spending habits. If you feel that you really gotta have it, you can create a Rule to save a set amount when you give in to your guilty pleasure.
  • The spend less rule – Users can decide on a cap for how much they want to spend in one place, and they can then challenge themselves to spend less than that. When you come in under budget, the remaining amount is automatically to sent to a user’s Goal.
  • The roundup rule –  This Rile lets users round up their change every time they make a purchase with their card linked to their Qapital account. Qapital’s average user saves $44 each month with this Rule.

Fig. 4 – Connecting users’ Qapital accounts to their online actvities – Taken from: https://ifttt.com/p/qapital/shared

screen-shot-2016-10-26-at-07-49-34

Related links for further learning: 

  1. http://www.advisoryhq.com/articles/qapital-review/
  2. https://ifttt.com/p/qapital/shared
  3. https://ifttt.com/qapital
  4. http://www.ourfreakingbudget.com/qapital-app-review/
  5. http://www.americanbanker.com/news/bank-technology/can-mobile-apps-prod-millennials-to-save-this-startup-thinks-so-1073121-1.html

Book review: Sprint (Part 6 – Day 5)

The fifth and final day of the sprint is all about interviewing your (target) customers and learning from how they interact with your prototype.

Interview

“Five is the magic number”, is the point that Knapp, Zeratsky and Kowitz are making in Sprint with regard to the number of people to interview. The value of this number of interviewees was proven by usability expert Norman Nielsen who found that typically 85 percent of problems were observed after just five people (see Fig. 1). “The number of findings quickly reaches the point diminishing returns,” Nielsen concluded. “There’s little additional benefit to running more than five people through the same study; ROI drops like a stone.”

When it comes to conducting the actual interview, having a structured and consistent way of running these conversations is critical. Knapp, Zeratsky and Kowitz write about the “Five-Act Interview”, which consists of the following stages (see Sprint, p. 202):

  1. A friendly welcome to start the interview
  2. A series of general, open-ended context questions about the interview
  3. Introduction to the prototype(s)
  4. Detailed tasks to get the customer reacting to the prototype
  5. A quick debrief to capture the customer’s overarching thoughts and impressions

The book also provides some useful tips for the interviewer, asking open-ended and ‘broken’ questions (pp. 212 – 215):

  • DON’T ask multiple choice or “yes/no” questions – “Would you …?””Do you …?””Is it…?”
  • DO ask “Five Ws and One H” questions – “Who …?””What …?””Where …?””When …?””Why …?””How …?”
  • Ask broken questions – The idea behind a broken question is to start asking a question – but let your speech trail off before you say anything that could bias or influence the answer. For example: “So, what … is …” (trail off into silence)

Fig. 1 – Why You Only Need To Test With Five Users – Taken from: https://www.nngroup.com/articles/why-you-only-need-to-test-with-5-users/

 

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Learn

Ultimately, this is what the fifth and final day of your sprint is all about: finding the end to your sprint story. Once you’ve had a chance to see how your customers react to your prototype, you’ll be able to answer your sprint questions and decide on next steps. For example, if you and your team take interview notes as a group during the five interviews, you should be able to do a good recap of all your learnings, answer the original sprint questions and decide on what to next. For example, a common next step would be to make a go/no go decision about a particular product idea.

Main learning point: In “Sprint”, Knapp, Zeratsky and Kowitz offer a very cost-efficient way to explore product questions and solutions before committing to an idea (and a large investment of time, money and effort). The reality is that as a product manager you’ll almost always will have to take a punt, but being disciplined about doing sprints and continuous discovery will help you make better informed decisions, based on real customer feedback.

Related links for further learning:

  1. https://marcabraham.wordpress.com/2015/06/24/interviewing-customers-to-explore-problems-and-solutions/
  2. https://www.nngroup.com/articles/why-you-only-need-to-test-with-5-users/
  3. https://marcabraham.wordpress.com/2014/04/20/how-to-do-effective-user-interviews/
  4. https://marcabraham.wordpress.com/2014/11/21/julia-shalet-explains-about-user-research-at-the-mobile-academy/
  5. https://marcabraham.wordpress.com/2015/10/19/collaborative-user-research-learning-from-erika-hall/

Book review: Sprint (Part 5 – Day 4)

Once you and your team have created storyboards, you’ll spend the fourth day of the sprint creating a prototype. In “Sprint”, Jake Knapp, John Zeratsky and Braden Kowitz talk about a “fake it” approach to turn a storyboard into a realistic prototype.

Fake It

The fourth day of your sprint is all about illusion; instead of taking weeks, months, or even years to create the real thing, you’re going to fake it. Knapp, Zeratsky and Kowitz talk about building a facade (see Fig. 1 below). The main acceptance criterion for a successful facade is that it needs to be real enough to test with real customer on the fifth and final day of the sprint.

Fig. 1 – Building a realistic prototype – Taken from: https://heleo.com/jake-knapp-jake-knapp-sprint/6499/

 

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facade-1

You and your team are only allowed to spend a single day on creating a facade, and that’s deliberate. Knapp, Zeratsky and Kowitz explain that the more time you spend on creating a prototype the more likely you are to become attached to it, and less likely to make any changes based on customer feedback (see Fig. 2 below).

Fig. 2 – Becoming attached – Taken from: https://heleo.com/jake-knapp-jake-knapp-sprint/6499/

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Similar to what Josh Wexler and Mike Fishbein talk about in their book, there’s an explanation of “the prototype mindset” in Sprint (pp. 168 – 170):

  1. You can prototype anything – If you go into the fourth day of your sprint with optimism and a conviction that there is some way to prototype and test your product, you’ll find a way.
  2. Prototypes are disposable – Don’t prototype anything you aren’t willing to throw away. Remember: this solution might not work.
  3. Build just enough to learn, but no more – The prototype is meant to answer questions, so keep it focused. You don’t need a fully functional product. You just need a real-looking facade to which customers can react.
  4. The prototype must appear real – To get trustworthy results in your test on the fifth and final day of your sprint, you can’t ask your customers to use their imaginations. You’ve got to show them something realistic. If you do, their realistic. If you do, their reactions will be genuine.

I loved the concept of “Goldilocks quality”, which was introduced by Daniel Burka. Burka argues that the ideal prototype should be of Goldilocks quality. If the quality is too low, people won’t believe the prototype is a real product. If the quality is too high, you’ll be working all night and you won’t finish. You need Goldilocks quality; not too high, not too low, but just right (see Fig. 3 below).

Fig. 3 – “Goldilocks quality” – Taken from: https://heleo.com/jake-knapp-jake-knapp-sprint/6499/

goldilocks-quality

Once you’ve created the right prototype, you and your team should do a quick trial run on the afternoon of the fourth day of your sprint. This will give you a chance to fix any mistakes or issues with your prototype, before you test it with real customers the following day.

Main learning point: Don’t get too hung up on the realness of your prototype! It needs to be real enough to test with customers on the final day of your sprint, no more and no less.

Book review: Sprint (Part 4 – Day 3)

Once you’ve starting to think about possible solution – during Day 2 of the sprint – the next step is to take your huge pile of solutions and decide on which solution(s) to prototype. In the morning, you’ll review and critique the different solutions and select those solutions which you feel have the best change of meeting your long-term goal. In the afternoon, you’ll take the winning scenes from your ‘solution sketches’ and convert them into a storyboard. The goal behind this storyboard is to have a clear plan in place before you create a prototype to test with customers.

Decide

The main objective for the third day of your sprint is to decide on which solutions to prototype. In “Sprint”, Jake Knapp, John Zeratsky and Braden Kowitz suggest a number of techniques to optimise your decision-making process:

  1. Art museum: Put the solution sketches on the wall with masking tape.
  2. Heat map: Look at all the solutions in silence, and use dot stickers to mark interesting parts.
  3. Speed critique: Quickly discuss the highlights of each solution, and use sticky notes to capture big ideas (see Fig. 1 for a breakdown of how speed critique works).
  4. Straw poll: Each person chooses on solution, and votes for it with a dot sticker.
  5. Supervote: The Decider makes the final decision, with more stickers.

Fig. 1 – How speed critique works – Taken from “Sprint”, p. 136:

  1. Gather around a solution sketch.
  2. Set a time for three minutes.
  3. The Facilitator narrates the sketch. (“Here it looks like a customer is clicking to play a video, and then clicking over to the details page …”)
  4. The Facilitator calls out standout ideas that have clusters of stickers by them. (“Lots of dots by the animated video …”)
  5. The team calls out standout ideas that the Facilitator missed.
  6. The Scribe writes standout ideas on sticky notes and sticks them above the sketch. Give each idea a simple name, like “Animated Video” or “One-Step Signup.”
  7. Review concerns and questions.
  8. The creator of the sketch remains silent until the end. (“Creator, reveal your identity and tell us what we missed!”)
  9. The creator explains any missed ideas that the team failed to spot, and answers any questions.
  10. Move to the next sketch and repeat.

Rumble

A “Rumble” is a test whereby two conflicting ideas will be prototyped and tested with customers on the final day of the sprint. Instead of having to choose between two ideas early on, a Rumble allows your team to explore multiple options at once. If you have more than one winning solution, involve the whole team in a short discussion about whether to do a Rumble or to combine the winners into a single prototype. Knapp, Zeratsky and Kowitz suggest a good decision-making technique, “Note and Vote”, which you can use at any point throughout the sprint where you and your team need to make a decision (see Fig. 2).

Fig. 2 – Note and Vote – Taken from “Sprint”, p. 146:

  1. Give each team member a piece of paper and a pen.
  2. Everyone takes three minutes and quietly writes down ideas.
  3. Everyone takes two minutes to self-edit his or her list down to the best tow or three ideas.
  4. Write each person’s top ideas on the whiteboard. Ina  sprint with seven people, you’ll have roughly fifteen to twenty ideas in all.
  5. Everyone takes two minutes and quietly chooses his or her favourite idea from the whiteboard.
  6. Going around the room, each person calls out his or her favourite. For each “vote”, draw a dot next to the chosen idea on the whiteboard.
  7. The Decider makes the final decision. As always, she can choose to follow the votes or not.

Storyboard

Creating a storyboard is the final activity on the third day of the sprint. The goal here is to create a plan first before you start prototyping. You’ll take the winning sketches – see “Decide” above – and combine them into a single storyboard.

Fig. 3 – Example of a storyboard – Taken from: http://www.chadbeggs.com/storyboards.html

storyboards_02

From experience, creating a good storyboard will take a good couple of hours. What makes a ‘good’ storyboard? Knapp, Zeratsky and Kowitz list a good set of rules to help you and your team to fill out your storyboard:

  • Don’t write together – Your storyboard should include rough headlines and important phrases, but don’t try to perfect your writing as a group. Group copywriting is a recipe for bland, meandering junk, not to mention lots of wasted time.
  • Include just enough detail – Put enough detail in your storyboard so that nobody has to ask questions like “What happens next?” or “What goes where?” when they’re actually prototyping on the fourth day of the sprint.
  • The Decider decides – You won’t be able to fit in every good idea and still have a storyboard that makes sense. And you can’t spend all day arguing about what to include. The Decider can ask for advice or defer to experts for some parts – but don’t dissolve back into a democracy.
  • When in doubt, take risks – If a small fix is so good and low-risk that you’re already planning to build it next week, then seeing it in a prototype won’t teach you much. Skip those easy wins in favour of big, bold bets.
  • Keep the story fifteen minutes or less – Make sure the whole prototype can be tested in about fifteen minutes. Sticking to fifteen minutes will ensure that you focus on the most important solutions – and don’t bite off more than you can prototype. (A rule of thumb: Each storyboard frame equals about one minute in your test.)

Main learning point: The third day of your sprint is all about ending the day with a storyboard that you can use as a starting point for a prototype, that you and your team will be creating on the fourth day of the sprint.

Related links for further learning:

  1. https://uxmag.com/articles/why-we-need-storytellers-at-the-heart-of-product-development
  2. https://uxmag.com/articles/book-excerpt-the-user-experience-team-of-one
  3. http://www.chadbeggs.com/storyboards.html
  4. http://www.sarahdoody.com/3-ways-storytelling-can-improve-your-product-development-process/