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cazh1: on Business, Information, and Technology

Thoughts and observations on the intersection of technology and business; searching for better understanding of what's relevant, where's the value, and (always) what's the goal ...

Tuesday, August 18, 2009

Training and Learning: A Different POV

The topic was training users for an upcoming project rollout, and the debate (as always) roamed back and forth between "traditional" (classroom training, scripts & workbooks) versus "experiential", pairing existing users with their counterparts (who are new to the system), walking through the basics (screen navigation, terminology, and step-by-step instructions for the most common required tasks). Training methods are a common area of debate and discussion with system implementation folks, and I can make a great case for any and all sides.

Task Oriented

(This is where I adopt my Pat Buttram voice) I remember back in the day ... we had "green screens", text-based terminals running applications that flowed like the languages they were written in; procedural, top-down, ordered and neat. There was only one path through each process ("This is the way you set up a vendor and cut them a check ... This is the way you set up a lease and charge the rents ... "). The training material was also very orderly - each step of the process was lovingly detailed, keystroke for keystroke. For more aggressively user-friendly documentation / training material, authors included a screen print for every step of the way.
    Documentation Lament Part 1 - I typically take issue with folks who insist on a large number of screen prints. Yes, it appears user-friendly, but it's brutally difficult to keep a document like this up-to date and relevant. Even in the green screen days, we saw basic changes to the application that altered the screen's appearance. Since we're providing these images to provide users comfortable reassurance that what they see is what they are supposed to get, each change means a complete reshoot of all the affected screens. More trees die as page inserts and updates are distributed - and electronic distribution is not much simpler, as the document files are quite large, with chunky .BMP inserts that presented a challenge to all of those floppy-enabled sneakernets (back in the day).
High Concept

I remember when my kids were in their early grade school years; I was impressed to learn that some of the first math classes that they took were all about pattern recognition. Brilliant, I thought - that's the best way to learn how to work with the gooey (graphical user interface, or GUI) applications that were supplanting the chewy (character-based user interface, or CHUI) apps from the old days.

As computers became more powerful, programmers built apps to take on event-driven, flexible format tasks that matched the environments they were implemented on. Sure, there were wizards to take you through some basic operations, but when you're typing a document, manipulating artwork, or laying out your spreadsheet, there's no start-to-finish process - you are "creating". Training for this software is not about step-by-step processes, but complex operations built with common component tasks. The Microsoft Office suite taught us all that there are certain patterns to modern software (ribbon notwithstanding) - all menu bars were populated with the same basic component tasks. Top left always had File Open / Close, Edit Cut / Paste - and Help can always be found at the rightmost position of your menu bar.

The challenge, of course, is that not all people excel (so to speak) at conceptual learning. Us old folks grew up memorizing multiplication tables, and we've built our careers on a certain facility (based on familiarity) with the step-by-step.
    Documentation Lament Part 2 -  The practical document author should see to flexibility and fluidity of GUI applications as a valid reason to forgo the screen prints. There is so much variability to what is presented on the screen - especially when the latest stuff allows you to customize the appearance of menu bars and other options. Alas, the well-meaning training teams still insist on copious screen prints that are even more likely to differ from what the user sees on their screen. Why can't everybody just adopt Microsoft's online help style? The vast majority of it is text based - no screen prints, menu options described with subtly layered in-line constructs like File, Open. Elegant simplicity, and much easier to maintain.
Follow That Guy Around

Of course, the most common training method of all is the modern apprenticeship - follow someone around that knows what they are doing. For companies of all sizes, it still amazes me how many important processes are not documented. Some might claim they are forced into this modus operandi by expedience and/or a slimmed down the workforce; I think it's just human nature. It's hard to get people to effectively document how they do what they do.

Don't get me wrong - I freely admit my preference for this approach, especially when it comes to new programming languages. I can read a technical manual with the best of them, but I do like to have at least one sitdown with an experienced programmer, watching over the shoulder as they take me through the development cycle (edit, compile, debug, run). Just show me on the screen how it works; once I can do my first practical [hello world()], I can grab the book, refine my skills, and catch up on the theory.

Good, Bad ... I'm the guy with the gun

Truly, there is no right or wrong answer here. Different people learn things differently; some react better to the spoken word, other prefer the printed, and some folks need to have step-by-step instructions laid out for them. Note that I purposely do not suggest that procedural versus object-oriented learning is a generational thing; I know plenty of old folks that do just fine with the object-oriented, creative, free-form, self-directed style of learning.

The key is that trainer / communicators must be facile in many different methods, and quick to understand which method will work best for your target audience.

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Tuesday, August 04, 2009

Perfect IT

I once met with a rather thoughtful Project Manager to catch up on things. An interesting person to talk to – it’s the cadence and style of his chat, he's a fairly laid-back guy. I asked where his Stress comes from - he shows no visible signs of any, and it made me Ponder. We ended up talking about golf, IT Projects, and the “Search for Perfection” in our work.

So, what is “perfection” in the IT world? Is it being able to predict what will come true, and then everything hits as you foretold? Or does it appear when the programming / configuration / cabling is done, and everything does exactly what it was supposed to do?

Consider time-boxed (or agile) projects versus the traditional waterfall style. Is “perfect” acheived by hitting the date (but not getting all the requirements), or should we value delivery of all of the requirements (but not in the originally estimated time)?

Back in the day, we would work to write code that compiled “perfectly” - no severity level 20’s or 10’s, as we used to say in RPG.

What about fault tolerance, scalability, or quality of testing? These "requirements" deliver business value when [bad] things fail to happen (some tao to jones on). Note that these also become bargaining chips when time is tight … ephemera less valuable than squeezing in one last combo box.

Obviously there's no right answer, but my calm PM friend and I feel that one’s definition of “perfect” says a lot about whether or not you experience stress at work; this is when the conversation switched to golf.

Why do we both like Pasture Pool? Neither of us are competitive by nature; it’s more of a way to search for perfection (or burn an afternoon, or get some bidness done). And the interesting part is, it could be this never-ending search …

Where do you go when you can par your favorite course – for a lower score, or the next course to the left?

According to the zen PM, “if I’m a 15 handicapper, I could get down to 20 handicapper with more practice” [ok, he clearly plays more than I do], which led me to ask what exactly is a “perfect score” – is it par golf? zenPM suggested that a perfect score would be birdie every hole; I thought perfection could be when you hit every fairway and green in regulation, and you're down in two.

So is perfection “peak performance” [on time], “consistency and predictability” [on budget], or “strictly following the rules” [no 10’s]?

Then we had to get to our next meeting … back to the stress …

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Tuesday, April 21, 2009

Five Stages of Twitter Relevance

I'm already fielding internal (as well as external) questions about the application of Twitter in a manufacturing company, and I'm developing a reasonably good model, I think - one that will apply to the hard-core, salt-of-the-earth, manufacturing business leader that I've worked with at many organizations. This "maturity model" approach has been used before; back in December of 2008, Bhagarva sketched out the Five Stages of Twitter Acceptance - but that model only helps existing bloggers and social networkers understand this terse little idea spitter. Kind of like explaining OOP to a COBOL developer - I get the general idea of coding (communicating), but you've changed some of the basic rules like procedural vs. event handling (short and immediate vs. in depth and permanent). This doesn't help explain YACMTTCDFE (Yet Another Communication Method That They Can't Distinguish From Email) for those still struggling with Web 2.0 and Social Networks. If it doesn't arrive in their Outlook inbox, I'm still facing an uphill struggle getting them to understand the mechanism, let alone the concept. However, I'm getting a decent level of results when I draw parallels to concepts that these folks "grew up" with. The level of understanding and acceptance directly correlates to the level of relevance that the Twitterverse might have for their current information sharing needs. They typically ask ... How exactly do I understand Twitter and it's relevance to my work day?
  1. Pointless: This has absolutely no value add, a complete waste of time - get back to work!
  2. Cute: An interesting and different communication medium, but I gotta get back to work. Maybe over lunch ...
  3. Web-Based Texting: Conversations about nothing in particular, but at least you're starting to connect. Not sure how it is better than IM, but some don't even use that ...
  4. A Cocktail Party (or maybe the corner bar): Twitter is filled with cliques that are easy to eavesdrop / butt in on - a chance to develop your skills and awareness, and engage larger, targeted networks with pointed conversations about specific topics that I deal with every day. But no pressure, we're just hanging out ..
  5. A Community: Like a trade group, guild, or local Chamber of Commerce, one that requires and rewards participation. At this highest level, Twitter is both a source and a use of awareness, knowledge and understanding; conversations are multi-directional, real business value is being generated.
I can illustrate these levels with examples from my favorite Twitter Search columns in my Tweetdeck (Search:SAP)
  1. Do I really care if the sap is running this spring?
  2. Funny, I get hits when people watch sap-py movies. Oh, those wacky homonyms ...
  3. Twitter as a job board - every SAP job listing pops up. Wait, did I just see a trend tweet by?
  4. Hmm, lots of interesting SAP practioners are talking about live projects and cutting edge programming work ...
  5. Interesting conversations pop up when Oracle buys Sun, or SAP announces the latest product enhancements - I can get a near-real time pulse on market sentiment
I've piqued their interest, but now they want to know what "real business value" really means. I'll post on that next time ... stay tuned! Previously ...

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Friday, May 09, 2008

The Right Web2.0 Tool for the Audience (Twitter, LinkedIn, Facebook)

The Right Web2.0 Tool for the Audience (Twitter, LinkedIn, Facebook)

The volume of Twitter posts popping up in my feed reader is ticking upward, a phenomenon I find interesting because of something I noted recently on LinkedIn. A few weeks ago, a new feature appeared, enabling me to report what I'm working on - Twitter for the office crowd. Always willing to try some flair, I jumped on the bandwagon, and set up a recurring ToDo for updating my LI-net on the day's focus.

meta-tweet

That lasted less than two weeks - some clear (and discouraging) trends had emerged:

  • Few people in my network were using this feature, and actively noting what we were doing - and it was primarily folks that I know are active bloggers, engaged in the practice of Web 2.0 (and they, too, have trailed off in their LI-tweets)
  • For the "regular" folks in my network, it was the one activity (daily or twice daily updates) that generated the most inbound comments. I got multiple e-mails, noting that I must be manufacturing additional hours each day.
  • Without fail, whenever you mention SAP, data warehousing, or any other specific technology, every product sales rep or consulting firm in your network will call that day and offer a$$istance.

I remain a fan of LinkedIn and social networks in general, but my personal jury is still out with Twitter. I think I want it to succeed, but I'm not sure exactly what it can succeed at. The ideas and innovations are still coming in - one of them is sure to make sense to the wider audience, right? In the mean time, I just don't see it catching on in the mainstream enterprise business environment.

I wonder if the gap is generational, or just a different target audience? Much like the difference between Facebook and LinkedIn - is it GenX vs the Millennials, or is it social network versus professional network? Earlier this week, Bernard Lunn weighed in with his compare and contrast post, and observing that both platforms attempt to add Yet Another Messaging Medium to your current array. Dennis McDonald's reply post backs up the notion that there are different audiences in play here - he also has done a deeper dive in Facebook than I have, so if you want a more qualified and detailed comparison, check out Dennis' work.

Or maybe Hugh MacLeod (gapingvoid) has it pegged ...

insightful

Note that Mr. MacLeod is clearly a Twitter fan - maybe he gets this stuff it better than I ...

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Sunday, April 13, 2008

Three Dimensions of the Conversation - Millenials and Web 2.0

Three Dimensions of the Conversation - Millenials and Web 2.0

Catching up on some old links - all related to the impact of Web 2.0, and especially the incoming Millennials, on the workplace.

  • At internetnews, Kuchinskas has laid out a pretty good summary of concerns about the philosophy of information sharing on the public Internet - this doesn't translate well to many corporate environments (see previously). Most of the article frets about the inevitable introduction of malware to the trusted network, but I think the hidden danger is the possibility of sensitive corporate information getting out. Publicly traded companies especially need to be concerned about this; the distinction between copyrighted artistic expression and corporate intelligence may be lost on those fresh out of college.
  • Via Kottke.org, an interesting concept from Kevin Kelly; folks whose professions have been Turing'd (ie. outsourced via computers / technology advances) are generally more open to working with new technologies. This is a bit contrary to my previous post, and it makes sense - they've already been hit by the train once, and are certainly not going to get hit again. Besides, it's fun to extend the list of theories you never thought could be automated (like real-time driving directions) or eliminated (like newspaper classifieds) ...
  • ... which leads me to this list (from SEOmoz) of things that the Millennials have never seen. Variations on this theme appear almost every year, the kind of world events or social movements that incoming college freshmen have never experienced. Nice to see one that puts the relative pace of technology change in the same perspective.
  • We're finally seeing corporations like IBM and SAP working to add Web 2.0 and mash-up [clown-suit] capabilities into their major products. Another article calls out some research work that IBM is doing with current college students. I thought it was cool because I did some work like that in my senior year on a project sponsored by IBM. We wrote a virtual disk interface for the IBM 370 (yes, I had a PC XT with a mainframe for a floppy disk ...)
  • In Computerworld, Thibodeau writes about the introduction of texting into the business world. I have this functionality right now with my Blackberry, and had it in the past running MSN Messenger on the iPAQ - so I know that texting has value to business. However, I don't think you'll get rid of IM for the folks still working at the desktop. I validated this with my teenage daughters - they favor texting because they're not in front of the computer as much as they are walking about with a phone in their pocket. However, I do note that my oldest prefers texting even when she's surfing the web in between social engagements. At best, there will be a nice mix of these styles, and hopefully we'll see e-mail traffic (and useless attachments, Reply All, and unmanageable inboxes) fade away.

There was a recent Q&A thread from LinkedIn Answers on the general topic of managing the Millennials - a representative sample of the three dimensions the topic encompasses:

  1. Millennials are new elements in a threat matrix
  2. Consumer technology entering the business
  3. Communication challenges between the generations
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Wednesday, April 09, 2008

The Innovation Generation and User Interfaces

The Innovation Generation and User Interfaces

I don't intend for all my posts about Millennials joining the workforce to be anti-youth. There are some significantly good things this new generation can bring to established organizations - ways of thinking that foster innovation and forward-progress in how organizations use information.

For example, let's talk about user interfaces (UI). I'm not an old man, but I remember the advent of IBM's Common User Access standard. DOS-based computers and early GUIs introduced UI variety, and the resulting lack of consistency took part of the blame for systems that were hard to learn (and therefore hard to use). CUA promised consistency, greater productivity and information effectiveness.

Fast forward to the modern Internet era, and it's clear that "common user access" is no longer a baseline requirement for effective use of information. Cutting edge web sites pride themselves on their innovative, engaging, and unique front ends. Every website you see is different, yet it doesn't take people much time to figure out how to order a book on Amazon, browse for peripherals at CDW, or bid on stuff on eBay. These are mainstream Internet users I'm talking about; the tech-savvy are just the ones coming up with a new and different clown suits** for the same old services.

    **And by 'clown-suit' I mean 'innovative dynamic XMLSocket/AHAH/AJAX-based exploitative web 2.0 social mashup,' of course. (props to findmemp3)

However ... isn't it interesting that those mainstream Internet users, productively surfing at home, are the same folks in your office complaining about difficult-to-use ERP systems? In this world, UI consistency is not an issue (okay, except when an acquisition is folded inelegantly into another framework). The challenge is with system designers and developers that lack an understanding of what makes a user interface effective and engaging - something that most longtime corporate system developers have never really been trained in.

Not that the newbies (sorry, Millenials) coming in to our IT departments automatically know how to design an effective interface - they are just more open to it, and they understand it better when they see it. Admittedly, "I know it when I see it" is hard to describe and extremely hard to train. However, now I must link to one of the few presentations I've ever been able to get a lot out of without having the presenter present to me ...

Now, I certainly can't explain Kano Modeling and the more theoretical stuff, but it really starts to click on slide 15 when he showed a hierarchy of needs for user interaction. The slides lay out basic ideas that resonate, and terrific examples that you can recognize from your daily travels through the Internet. These applications speak to you, not at you, and make the act of using them a pleasurable experience. Simple stuff like conversational error / warning / guidance messages, effective use of pictures and words, and the value of "less is more".

I think a critical differentiator between an application accessible via the public Internet and the typical internal, corporate application is a fundamental assumption [on the Internet] that you cannot hold your user's hand through the process. The information presented, and the user's experience, has to stand on its own - because it is impossible to know who, when, and where your stuff is going to be used. This raises the bar for usability and scalability, but it's a great model to emulate for internal development in this lean economy.

So how do you make the jump between internally-focused developer and externally-savvy innovator? I'd start with Anderson's presentation - see if it "speaks to you". I think you'll either get it (and your mind will open up), or not (and you need to burn a few hundred hours surfing websites and experiencing the difference).

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Sunday, April 06, 2008

Why are those Old Programmers so slow in picking up on the Intarweb?

Why are those Old Programmers so slow in picking up on the Intarweb?

A significant difference between us old-line IT coders and the new graduates is the variety of our platforms and tools. I'm not talking about the large number of languages and tools learned over the course of a career - we all have a healthy collection of certifications and acronyms peppering the bottoms of our resumes. I'm talking about the amazing array of stuff required to get development done on a single project, "right now".

Over the past few weeks, I've been doing a little development at work. This is my idea of fun - in between the PowerPoints and project status meetings, I try to sneak in a little hack or two. Actually, I'm not doing the heavy lifting on this one; I'm working with one of the guys on my team, and we're putting together some ASP code to generate RSS feeds from the SQL database we use to track our projects. He's done most of the raw research and the base coding, I'm just prettying up the final package.

As a department, we're moving towards Microsoft as a strategic platform, but we're certainly not there yet - so this is definitely a skunkworks-type project. For this "fun stuff", we're using technologies that will plug nicely into our general strategic direction, but at this point there are no standard toolsets or integrated development environments in broad use.

So, to get the job done this afternoon, I've been cycling through the following ...

  • In window #1, editing the .ASP file with Crimson; source files are sitting on the development server
  • In window #2, testing code using IE ... no integrated debug environment for my ASP syntax, but I manage (just a little trickery - switches flip between RSS and HTML output)
  • This is just debugging the basic code - to validate the RSS XML, I View Source from IE (opening window #3) and cut and paste into the W3C validator (window #4)
  • For the SQL queries and database hacking, I've got window #5 for Enterprise Manager and #6 for Query Analyzer
  • After debugging, I push to the test server manually, using File Explorer in windows #7 and #8
  • Everything looks great, so I switch to window #9, which has another chunk of ASP that generates custom URLs for the RSS feed (we've added selectivity, aren't we crafty?)
  • For the final test, I have RSS Bandit open in window #10. I create multiple new feed URLs (#9) and add to the Bandit config, to see what I get
  • If I made a syntax error in the RSS (missed something between #4 and here), I have to flip back to window #1 to clean it up
  • Oops, almost forgot ... like any good coder, I've got TFMs open, but it's not just one manual- window #11 is my multi-tabbed Firefox, Googling all sorts of sites to get references for RSS, ASP, and SQL

Sounds crazy, I know. I could/should go out and get Visual Studio or something. But like I said, we're not fully in production in this Microsoft development environment. We're innovating, right?

I've done open source development on my own in the past, and it's much the same thing - multiple different platforms, tools, and languages. For example, when working on my own site, I'm fixing configuration files and writing code in HTML, CSS, PHP, and mySQL. To get things working, I'm dealing with the configuration files for Apache, Eclipse, PHP, and mySQL. Edits in Eclipse and Crimson, pushing around source with FTP, fighting firewalls and routers, developing in Windows while production is in Unix.

This madhouse of multiple tools, languages, and platforms probably sounds quite normal - if you've been working heavy with open source and/or Web 2.0 for a few years. But imagine presenting this to legacy IT folks, working in their version controlled, standardized environments. The typical "road to the future" brings five new technologies, three new IDEs, and one or two basic system architectures that are all very different from tried and true.

Does this mean you can't teach an old dog new tricks? Not at all - most are quite anxious to learn, and have done so continuously over the years. However, this is all starting to feel like the first time we switched from procedural languages (COBOL, RPG, Pascal, Fortran) to OO and event-driven stuff (Visual Basic, PowerBuilder, SQLWindows). We went from offense to defense, from being controlling and orchestrating to reacting and trapping. Not that it was bad or wrong - just different.

Does this mean the experienced coder is washed up, and has nothing to contribute? Ask the folks in Big Pharma, having dealt with the FDA and validated systems. Ask the folks working with Finance in public companies, having dealt with SarbOx. Healthcare and HIPAA. Retail and RFID. Not to mention having to debug a lot of other people's code, and knowing when to step through or just refactor.

Running to the future, juggling multiple multilingual windows, and demonstrated facility with the newest tools is all good, but it's just one of many attributes that determine who on your team is worth 50 others. Have a little patience ...

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Tuesday, April 01, 2008

The Innovation Generation - Communication Styles

The Innovation Generation - Communication Styles

There've been many articles in recent weeks about the tech-savvy Millennials and their impact on future work. I concede, even welcome the changes that business will need to introduce in response to these new expectations, but I don't see the massive change that some writers seem to think is inevitable. The world will not change to accommodate the Millennials, but relevant and effective new working styles will definitely be adopted where they make business sense.

I will certainly agree that communication styles will change. For example, there will be a greater reliance on (and expectations of) instant and ubiquitous connections - with people, information and technology. IM is already on the way out, and texting is the way to go; my high-school-aged daughters think nothing of racking up thousands of text mails every month.

Unfortunately, this kind of freewheeling message content is going to run headlong into the litigious real-world. Many companies are still struggling over records retention standards and expectations. Public companies will need to maintain some control over messages that could contain proprietary or inside information. Corporate survival and protection from liability are clearly not on the minds of students as they post embarrassing pictures on Facebook pages, and even adults get trapped by unfortunate text messages that come back to haunt them.

Don't get me wrong - I'm a huge believer in alternative messaging styles and flexible collaboration. I've managed and/or participated on multiple "collaborative" teams - people from different companies, zip codes, time zones and countries. Separation by time and space has been a business challenge for years, but you could set up a shared FTP folder, or swap e-mails about projects, as long as I've been working. The teams that succeeded understood the differences between working across the hall and working across town, and moderated their communication styles accordingly, using the best tools available.

The value the Millennials bring is a de facto openness to collaboration tools. To them it's not something new that they need to learn; they expect the rest of us to already be there. Their rude awakening will come when they need to invest some change management time getting us "old folks" to catch up to their fast twitch messaging style; they won't be able to pass us by because we've got the organizational and process knowledge. (that's why we're on the team, right?)

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