A Marketer’s Guide to Agile Development – Why Fear Makes People Reject Your Data

“I don’t take much stock in fancy marketing research – Sales knows our markets best.”

Testing showed the dimensional mail piece Sales loved actually performed abysmally. The plain letter they didn’t like (not colorful enough, boring) produced the most leads for them. The “I know best” contingent started to come around when they realized how many leads they were leaving on the table. Rejection can be the first reaction – don’t give up. Don’t go away. Sales was afraid that acting on data rather than their own hunches would make their opinions and recommendations less valuable. Framing the data as assistive rather than directive made it possible to move forward.

“That can’t be true.”

Counterintuitive findings must be presented very carefully. That goes double if the presentees are top execs. First reactions to surprising data are often disbelief, discrediting the methodology at best, and/or shooting the messenger at worst. Have bulletproof backup supporting your results – including visuals – especially if it’s negative news. Be mindful not to make them appear stupid or clueless, or your data (and possibly your career) won’t get beyond the conference room.

“You’re not telling us anything we don’t already know.”

Hard-working folks in the trenches can feel threatened when those slick marketing folks waltz in and act like they’re The Oracle of Delphi, spouting wisdom. When the data supports collective intuition or anecdotal wisdom, you’d think they’d be happy. Yet, the trench-dwellers often declare instead that the research adds no value. Tell them they may be right – it might not be necessary if they can guarantee their intuition is 100% infallible, 100% of the time. Hands? Anybody?

Data-driven organizations get beyond the “Two anecdotes make a trend” approach to business intelligence. But data must be acted on by people, and people are not entirely data-driven. There are emotions to contend with – usually fear – that might make a data message hard to assimilate.

Presenting data with emotional intelligence is as important as crunching it. Anticipate what your audience is afraid of. Then address it with your data.

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A Marketer’s Guide to Agile Development – Is Big Data a Big Deal for Marketers?

Big Data is a Big Buzzword this year in marketing analytics circles. But what does it mean? Is Big Data really a Big Deal for Direct Marketers?

Big Data refers to data sets so large, unstructured and complex that they exceed the scope of our typical tools, and new ways of crunching them must be employed. This is accomplished by distributing multiple databases over multiple servers. These servers crunch away simultaneously in real time to deliver answers faster than conventional relational databases could manage.

This concept is, in fact, not new. In fact, Big Data was sent up in Douglas Adams’ iconic work from the late 70’s, “Hitchhiker’s Guide to the Galaxy”.

In Adams’ story, the world’s most powerful computer is tasked with calculating “the answer to the ultimate question of life, the universe, and everything.” The computer dutifully chugs away for 7.5 million years and finally spits out the answer: “42”. But the long-awaited answer doesn’t illuminate – because nobody at that point in time remembers what the original question was … including the computer.

Computer processing power has changed a lot since Adams wrote this story thirty-five years ago. But the key truth illustrated in the “Hitchhiker’s Guide” story hasn’t changed a bit.

Despite its enormous potential, Big Data can’t move your business forward until you ask it the right questions and stand ready to act on the answers. The success of Big Data starts with you: the marketer; the client, the business “owner.” The key element is having a clear idea of the end goal, or objective.

Too often, this is how the conversation goes:

Stakeholder: “Here’s all the data from our ABC, QRS and XYZ systems dating back to the Carter Administration. Let’s analyze it and see what the data says.”

Big Data Wrangler: “Love to! So, you’d like me to tell you what the data says about…what?”

Stakeholder: “You know, about the business.”

Big Data Wrangler: “Okay, let me ask another way. What kinds of things do you wish you knew? What cool things could you do if you knew them? How do you see yourself using the new insights this data can provide to achieve your goals?”

Stakeholder: “Well, that would depend on what the data says.”

Bit of a stalemate there, right? You, the business owner, will first need to think about what the data might do for you strategically, in the big picture. In order to get actionable data, the business questions need to be asked BEFORE the crunching begins – not afterward. What kind of questions?

Let’s look at some very impactful questions others have asked of their data:

• Which ball players should we sign to get the most wins within our salary budget?
• Who is more likely to get a disease based on myriad lifestyle factors?
• How can we more accurately identify fraud from unstructured comment data?
• Can we use known terrorists’ purchase behavior to identify other terrorists?
• How can we use real-time online data to predict who will churn?

Until recently, the ability to harness Big Data was cost-prohibitive to all but the largest organizations with big budgets. But with the advent of cheap storage, cloud computing and open-source tools like Hadoop and MapReduce distributed file processing, the ability to leverage these data sets is getting more accessible to businesses with more modest means.

The promise of Big Data has spawned the belief that a modern business should keep every piece of data, no matter how small, in perpetuity. After all, who can tell which data elements will be gems of insight later on? That’s an understandable conclusion, but it’s wrong. Too much data can actually confuse and obscure the right path.

A 2011 study by The Economist, sponsored by data analytics giant SAS, suggests that businesses hone in on what they NEED to know, instead of what it’s possible to know. Once those questions have been identified, choose a set of metrics (ideally no more than a dozen) that will answer those questions. Then collect and keep the data that feeds those metrics, and don’t worry so much about the rest. That’s a much more sensible and accessible way to leverage Big Data.

Not all complex analysis requires Big Data techniques. But asking the right questions before you begin your analysis is the right thing to do, regardless of how big your data set is.

This post will also appear on the “greenbananas.net” blog.

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A Marketer’s Guide To Agile Development – The Agile Backlash

“What they built isn’t what we agreed on.”

“The Project Manager told us the rest of the features would be added as enhancements in future sprints. That was three months ago.”,

“Users visit once and don’t come back. We have no tracking because the tags were left out to reduce page weight. IT can’t fit the tag fixes or a user survey into a sprint for another eight weeks.”

Agile is presented to Marketing teams as a win-win. We’re told we’ll get our software delivered faster, and we’ll have more input into the development process. While nobody likes change, that sounds like an enticing promise – so we get on board. When the reality consistently doesn’t match the expectation, the seeds of backlash are born.

Note the use of the word “consistently”. An occasional disappointment, handled nimbly and with emotional intelligence by both teams, can actually do the opposite. Marketing can become Agile proponents.

However, if Marketing is consistently fed a steady diet of “not what we wanted.”, we will first grumble, then commiserate, then, sometimes, revolt. A predictable IT response to this negative feedback is that Marketing’s requirements must have been faulty or incomplete. Gaah! This response feeds right back into the trust issue.

What’s the one thing those huge “things-that-go-thump” Waterfall requirements documents offer the stakeholder? Accountability. We can show Section F, Bulletpoint 14 to the PM and say “See? It’s right there in the requirements”. Marketing doesn’t have that safety cushion in a lean documentation environment. So the blame falls on lean requirements, and eventually on Agile itself.

I once heard someone say, “I am going to actively campaign to bring back Waterfall.”. She found it impossible to get software built to specification in the Agile environment. Her perception was that the Dev team hid behind lean requirements every time they didn’t want to do something or wanted to substitute their own vision for hers. It was the wrong conclusion, but it was arrived at in desperation because she had learned not to trust the process.

Marketers, if you don’t trust your Dev team, do not tiptoe around the subject. Don’t sit through meetings silently, then bad mouth your colleagues when you get back to your own department. Get some bosses involved. Sit down and hash it out. Uncomfortable? Yes. Necessary? Hell yeah. Lack of trust will cause more than a backlash – it can cause chaos. And inertia. You can’t afford either one.

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Agile Humor – Agile or Not Agile?

DONALD TRUMP – Not agile. Look at him. His hair doesn’t meet anyone’s definition of done.

LADY GAGA – Agile. She wore a friggin’ meat dress, for chrissakes. Say what you want, the girl can iterate.

MARK ZUCKERBERG – Not agile. He was photographed wearing a suit. Standing next to a beautiful woman who’s almost certainly sleeping with him. He should just turn in his geek credentials and go buy a house next to Clooney.

NEWT GINGRICH – Not agile. He hasn’t learned to accept that when the sprint’s over, it’s over.

THE BOSTON RED SOX – Agile. David Ortiz said “Somebody gotta start it, right?…There are too many good players in the room not to have good team”. Results have improved ever since. Big Papi has a bright future in scrum management.

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A Marketer’s Guide to Agile Development – Us vs. Them

“Don’t involve them, they will just bog things down.”
“Stay under the radar with this project or they will try to hijack it.”
“All they do is whine, don’t bother give them sign-off approval.”
“We must avoid their involvement or it will never get done.”

The “Us vs. Them” dynamic is insidious. It’s always there to some degree in any gathering of humans. But improperly aligned goals, faulty processes, or even unchecked ambition can cause it to strengthen in an organization. Here are a few places you’ll find it:

Sales vs. Marketing

The story is as old as dirt. Sales complains they’re not getting enough leads. Marketing generates more leads. Sales complains the new leads are useless – they’re not ready to close. Marketing sends the unappreciated leads to another channel for nurturing. Sales angrily demands the non-closable leads be given back to them immediately. Marketing stops seeking Sales input on initiatives. Sales starts quietly initiating their own rogue direct mail and email projects at the local level.

Marketing vs. IT

Marketing needs a new landing page for a spring campaign. IT develops all web assets, and estimates 4 weeks. Marketing says it shouldn’t take more than 4 days. IT got burned with all the changes Marketing required on the last landing page, so the unwritten rule is to geneously pad all Marketing estimates – 4 weeks. Marketing instead has their intern build the landing page and host it on his fraternity’s server. When the page goes down during the frat’s Minecraft Marathon weekend, Marketing calls IT for help.

Colocated Team vs. Distributed Team

Anaheim doesn’t scrum with Baltimore because it’s at 5:30 am Anaheim time. Anaheim resents Baltimore’s meddling with their self-direction and their negative impact on velocity metrics – so they don’t ask a lot of questions. Baltimore doesn’t offer the Anaheim unsolicited feedback either. They didn’t want the west coast team in the first place, and their failure wouldn’t cause many tears back east. The lean requirements are carpaccio-thin. The UX team and interaction architect are in Baltimore. The lead programmers are in Anaheim. So let’s see what the product looks like at the end. Yay.

It’s obvious that communication is the antidote. If it’s the higher-ups that are feeding the “Us vs. Them” mentality, you’ve got a dilemma. If you will be punished for reaching out to the “them’s”, then start looking for another job. That’s a sick organization. If not, then you can probably still set an example. Reach out. Manage up. And stay off the Minecraft server.

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Agile Humor – New Certifications

The brilliant Peter Saddington, a/k/a AgileScout, posted a wickedly funny April 1st announcement of a Certified Agile Blogger course. Yep, April Fool! Read it, it’s great fun.

Since I blog about Agile from the point of view of the business stakeholders, it got me thinking about other certifications we could use in the Agile community.

CERTIFIED WATERFALL COUNSELOR

This 2-day course will give you all the skills you need to wean the business off Waterfall into the new Agile reality. You’ll learn to recognize the stages of change resistance:

Denial – “We’ve never done it like this, not going to start now. Unless you’re going to make each sprint eighteen months long.”
Anger – “I wouldn’t scrum with you if you were the last PM on earth!”
Bargaining – “Okay, okay – I’ll meet with you to answer your requirements questions, just give me one more product cycle that carries a three-ring binder full of comprehensive and immovable up-front requirements.”
Depression – “You don’t really want my sign-off. Nobody values my opinion anymore, all anybody cares about is that stupid wiki now.”
Acceptance – “Right, so explain to me again how that task moves from ‘In Progress’ to ‘Done’.”

CERTIFIED AGILE SHERPA

Marketing is from Vegas, Dev is from Alderan. (Silicon Valley. I meant Silicon Valley). There’s a language barrier. The two teams dress differently, have different customs. Marketing needs an Agile Sherpa, a guide and emissary, to help them navigate this unfamiliar world.

Upon completion of the Certified Agile Sherpa course, you will be bilingual, fluent in both Geek and Hype.

You will be able to explain to the Marketing team why “Welcome changing requirements, even late in development.” carries as much fine print as “Facebook values your privacy”. And why code complete isn’t as flexible as their expense account.

You will be able to explain to the Dev team that “The sole success criterion will be the number of clicks generated.” carries as much fine print as “Drink responsibly”. And why there would be another success metric besides velocity.

Are there other certifications that could be useful? Drop me a line in the comments. this could be the start of a beautiful collaboration. With a little fine print…

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Agile Humor – Agile Similes

Lean requirements are like those crinkly silver space blankets. They’ll do the job, but they don’t look like they will.

The word Agile is like the word Socialism. Many of the people throwing it around these days don’t really understand what it means.

Scope creep is like bacon. You say a little bit here and there won’t hurt, until too much eventually stops up the whole works.

Waterfall is like the Mafia in Vegas. People say publicly we’re better off without it, then whisper privately that they kinda miss it.

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A Marketers Guide to Agile Development – Open Office Configurations Are Great – for Programmers.

You can buy the Herman Miller modular furniture with the low partitions. And you can intermix the Marketing team in with the Dev team in those new ergonomi-pods. Before you do, it’s a good idea to do some research about how the two teams spend their workdays.

Many marketers spend significant parts of their workdays on conference calls. Within open office configurations, conference calls can be painful. That thin, chin-high partition between you and your cube mate sitting five feet away isn’t enough to deaden sound. So marketers can’t hear the call well – and they sound to the other callers like they’re dialing in from a frat party, unless they’re constantly on mute. One marketer I know coped by putting the handsfree earpiece in one ear and a foam earplug in the other during calls.

The open configuration can be ideal for pair programmers – but it can be distracting for two ad managers who talk to lettershops and media buyers all day long. There’s little advantage to sitting within earshot of all your colleagues while doing that kind of work. And distraction saps efficiency.

The setup makes it easy to just pop on over to your colleague with a question. Yet marketers and programmers have very different rhythms to their workday. Programmers have specific tasks to perform, but usually have some latitude in when and how they’ll accomplish them. Marketers generally have scheduled appointments all day. Asking marketers questions as they arise often is efficient for the programmer, but not so much for the marketer.

Open office configurations can be challenging for supervisors, regardless of which department they’re in. Unless they occupy a space which allows them to work with their back to a wall or window, their computer screens are an open book to subordinates. If there aren’t enough walls or windows to go around, any work dealing with personnel or headcount budgeting must be done somewhere else.

Open office configurations do indeed deliver on the promise of fostering collaboration. They can be positively liberating for the right group of people – and erode the quality of work life for others. They’re not a one-size-fits-all solution. Do some homework and determine how people do their work all day long before signing that purchase order to replace every workstation.

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Agile Humor – Evidence That Downton Abbey is an Agile Shop

The Dowager Countess regards the telephone as an instrument of torture, too.

Even if all hell’s breaking loose, the dinner release deploys promptly at eight.

The gown Lady Sybil puts on before coming down to breakfast is only the first iteration.

The Downstairs department scrums for 15 minutes every evening over Mrs. Patmore’s mutton stew.

The Upstairs and Downstairs departments collaborate seamlessly when crises arise. Like, say, if a foreign diplomat croaked in Lady Mary’s bed or something.

Velocity is important. When Lady Cora rings that bell, O’Brien has to haul ass through eight rooms and up three staircases to answer it.

Mary and Matthew continue to overcome impediments to achieve their goal – marrying and inbreeding to carry on the Crawley line.

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A Marketer’s Guide to Agile Development – Fumbling In the End Zone

Some Agile Marketing projects will wither and die. Oh, they get finished – they just won’t be used. Why?

A SOLO RUN DOWN THE FIELD

Sometimes a developer or team unilaterally decides Marketing’s had enough turns, it’s their turn – they’ll build their own vision. Seriously, I’ve seen it happen. Maybe it really is a great idea and Marketing just won’t green-light it. Maybe the two teams aren’t getting along. Whatever. The point is that deliberately skipping collaboration can allow departmental myopia to take over. It works out occasionally, if there’s a serious UX wonk behind the keyboard. But more often, a tech-only result favors the technical accomplishment – the user CAN complete their task – but the process is so annoying that users want to kick holes in their monitors doing it. And if the style and nav are to the specs of someone’s vision of cool, unmoored from the brand’s, users can bail thinking they’re on the wrong site.

DELAY OF GAME

It’s finished – or rather THIS CLOSE to being finished. Except for that bug that keeps coming back after each build. Except for the two months it went on hiatus to accomplish the Exec Pet Project Du Jour first. Except the requirements changed (bigtime) during those two months it was put on ice. Except the priorities have shifted again and it’s postponed again. Greece will be solvent again by the time it finally gets released.

TOO MANY PLAYERS ON THE FIELD

You know what they say about opinions – everybody’s got one. You’re on the last stage before release. Suddenly the CMO fancies himself a copywriter. The Steering Committee can’t agree on the font. The legal team makes last-minute design suggestions. The data team is suddenly all about the user experience. And the ops team notices three critical steps are missing from the flow – a week after they already signed off on it. There’s only one thing they all agree on: “WE CAN’T LAUNCH IT LIKE THIS!”

CLIPPING

The CTO has issued a directive. Get it out this sprint. Deliver it already. Ship the damn thing. Schnell! Schnell! It will get delivered – even if the features that make it truly compelling got clipped out of the sprint scope to make the release. Those features are no longer iterations on the way to global launch – they’re enhancements in sprint 15. The pressure for delivery is over, so who knows when those will get prioritized? This brings up the definition of “done”, which I’ve covered in earlier posts.

It happened in waterfall. It still happens in Agile – but hopefully with less development time wasted on the clock.

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