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8 principles for enabling build/measure/learn
lean engineering in action
eBay Classiļ¬eds TechCon
June 2013
@billwscott
Sr. Director
User Interface Engineering
@paypal
continuous customer feedback (GOOB)
customer metrics drive everything
think it. build it. ship it. tweak it
fail fast. learn fast.
lots of experimentation... build/measure/learn
a different view of
engineering
paypal vs netļ¬‚ix
contrast this with a large enterprise like paypal (circa 2011)
guess what i found (in 2011)
roll your own. disconnected delivery
experience. culture of long shelf life.
inward focus. risk averse.
In 2011, even a simple
content copy change
could take as much as 6
weeks to get live to site
new dna inserted
jan 2012
ļ¬‚eshed out ui layer that could support rapid
experimentation
march 2012
david Marcus becomes president of PayPal
april 2012
formed lean ux team to reinvent checkout
experience
hermes project lean ux/engineering in action
from whiteboard to code from code to usability
learningsstart again
change has started working its way out
change has started working its way out
lean startup movement
founded on build/measure/learn cycle
get out of the building (GOOB)
invalidate your risky assumptions
fail fast, learn fast
get to the pivot
go for the minimal viable product (MVP)
lean ux
designing products for build/measure/learn
requires 3 rules to be followed at all times
get to & maintain a shared understanding
form deep collaboration across disciplines
keep continuous customer feedback ļ¬‚owing
purpose of lean engineering
build
measure
learn
LEANENGINEERING
EnablingBuild/
Measure/Learn
withLeanStartup
Principles
build
embrace
continuous delivery
make mistakes fast
measure learn
the etsy way. Kellan Elliott-McCrea, CTO etsy
use metrics driven
development
know that you made a
mistake
blameless post
mortem
learn from your
mistakes
LEANENGINEERING
8principlesforenabling
build/measure/learn
1. focus on learning, not delivery
one of our biggest challenges is moving
from a culture of delivery to a
culture of learning
too many teams can create silos within the
exerience
common silos that can affect experience:
ā€¢ number of scrum teams
ā€¢ specialization of skills
ā€¢ device channels
ā€¢ regional adaptations
CE2
donā€™t let delivery drive
experience
2. build a culture of rapid experimentation
long shelf life for software
when software is not dynamically updatable
when it takes herculean effort to deliver
result
engineers run the asylum
delivery dates drive the experience
BDUF & waterfall prevail
16 different test cells in the initial PS3 Launch (2010)
focus is on build/measure/learn
four distinct PS3 experiences launched on same day
typical netflix release
ramping vs experimenting
ramping model results in one
experience (with some tweaks along
the way) after a long ramp up time
experimentation model results in
many experiences being tested all
along the way
avoid disconnected
delivery experience
circa 1985
deliver to disk then to user
everything was focused on getting it
perfect for stamping on the disk
no user in the loop. experience
happened somewhere down the
supply chain
3. design for volatility
the epiphany
you have to engineer
for volatility
change is the norm
experimentation is not a one time event
launching a product is giving birth to the
product. the productā€™s life just begins.
design for throwaway-ability
majority of the
experience code
written is thrown
away in a year
the ui layer is the
experimentation layer
experiences must learn
Our software is always tearing itself apart
(or should be)
Recognize that different layers change at
different velocities
All buildings are predictions.
All predictions are wrong.
There's no escape from this grim
syllogism, but it can be softened.
Stewart Brand
4. embrace open source
building experiences
circa 1985
merry band of three. dropped out of
college for semester. it was nirvana.
however...
roll your own ā€œeverythingā€
(close your eyes & imagine)
no internet. no google. no blogs. no email. no
blogs. no stackoverļ¬‚ow. no github. no twitter.
much of the software era has been about
building from scratch.
of course open source was gaining momentum.
unix. gnu. linux. perl. mozilla.
use open source religiously
work in open source model
internal github revolutionizing
our internal development
rapidly replacing centralized
platform teams
innovation democratized
every developer encouraged
to experiment and generate repos
to share as well as to fork/pull request
give back to open source
we have projects that we will open source
node webcore (similar to yeoman)
we are contributing back to open source
contributions to bootstrap (for accessibility)
contributions to bootstrap (for internationalization)
core committer on dustjs project
using github for continuous *
use github for continuous integration
starting to use github repo model for continuous deployment
marketing pages
product pages
content updates & triggers into i18n, l10n, adaptation
components
5. map lean onto agile
btw, agile doesnā€™t have a brain...
agile has been a big step in the right direction
but is an engineering discipline
doesnā€™t address the full life cycle
agile has become big business and sometimes collapses under the weight
of ā€œceremoniesā€ (process)
but agile is a good ā€œengineā€ for delivery if you know what to roughly build
agile needs a brain...
lean ux: enable a brain for agile
user interface engineering - agile scrum team (production)
lean ux - lean team track (prototyping)
engineering - agile scrum teamsprint 0
usability usability usability usability usability
release release release release
{agile
6. make your product a living spec
create a living spec
enabling the prototype
learning
stack circa 2011/early 2012
simple change could take minutes
to see
follows an ā€œenterprise applicationā€
model. ui gets built into the ā€œappā€
java
jsp***
restricted
capabilities*
prototyping
was hard
ā€œui bitsā€ could
only live here
* assumed client developers were low-skill
* required server side java eng for simple client changes
** java server pages. server-side java templating solution
server side
components**
client
server
we blended prototype & production
we enabled the ā€œui bitsā€ to be
portable between the prototyping
stack and the production stackjava (rhinoscript)node.js
{dust}
JS template
prototype
stack
production
stack
{dust}
JS template
either stack
java (rhinoscript)
production
stack
{dust}
JS template
one stack: prototype & production
node.js
{dust}
JS template
prototype
stack
the ļ¬nal step is we made the
prototype stack and production
stack the same technology
throughout the application stack
7. refactor your way out of debt
technical debt
rarely do you have a clean slate
generally you will have to refactor your
way to a nimble framework
we separated the ui bits
code = JS
(backbone)
templates =
JS
{dust}
style = CSS
(less)
images
re-engineered the user
interface stack so that
the only artifacts are:
ā€¢ javascript
ā€¢ css
ā€¢ images
ditched the server-side
mentality to creating UIs
ā€¢ no more server-side
only templates
ā€¢ no more server-side
components
ā€¢ no more server-side
managing the ui
code = JS
(backbone)
templates =
JS
{dust}
style = CSS
(less)
images
we used javascript templating
templates get converted
to javascript
<p>Hello {name}</p>
JavaScript compiles to...
javascript
executed
to generate ui
we used natural web artifacts - ā€œweb bitsā€
server-side language independent
server/client agnostic
CDN ready
cacheable
rapid to create
code = JS
(backbone)
templates =
JS
{dust}
style = CSS
(less)
images
ensured we could run on new & legacy
JS templating can be run
in client browser or
server on the production
stack
we can drag & drop the
ui bits from prototyping
stack to the production
stack
java
(rhinoscript)
node.js
{dust}
JS template
prototype
stack
production
stack
{dust}
JS template
client OR
server
either stack
experience debt
donā€™t just think about our technical debt
consider our ā€œexperience debtā€
cripples our ability to capture market and
inhibits learning
8. learn across all channels
mobile strategy ā‰  just iOS app
native apps make it easier to create a rich
experience
however, they are limited in reach and in
learning capability
app install rates will only be a subset of the
customer base
you need both a native and html5 strategy in
order to maximize learning
html5 is critical to learning strategy
new users will see your html5 experience
the onramp to onboarding is the lowly link
network delivery makes a/b testing
straightforward
netļ¬‚ix gambled on html5 for mobile (iOS,
android) and for game consoles, bluray players,
hdtvs, etc.
why? build/measure/learn. network delivery.
summary
rethink engineering. every dimension of your engineering needs to be about
enabling build/measure/learn
technology. but not for tech sake. we are doing it for the experience to
support lean startup principles.
process. enabled lean ux and put a brain on agile.
people. revitalizing our existing talent and started attracting new talent.
before
after
designing web interfaces
Oā€™Reilly
picture credits
http://www.ļ¬‚ickr.com/photos/decade_null/2053134780/
http://www.ļ¬‚ickr.com/photos/therevsteve/3104267109/
http://www.ļ¬‚ickr.com/photos/juanpol/16287486/
http://www.ļ¬‚ickr.com/photos/giesenbauer/4092794246/
http://www.ļ¬‚ickr.com/photos/not_wise/182849352/
http://www.ļ¬‚ickr.com/photos/mbiskoping/6075387388/
http://www.ļ¬‚ickr.com/photos/37217398@N02/3442676067/
http://www.ļ¬‚ickr.com/photos/proimos/3473264448/
http://www.ļ¬‚ickr.com/photos/epsos/8463683689/
http://www.ļ¬‚ickr.com/photos/stuckincustoms/2380543038/
http://www.ļ¬‚ickr.com/photos/matthewpaulson/6176787688/
http://www.ļ¬‚ickr.com/photos/90585146@N08/8222922317/
http://www.ļ¬‚ickr.com/photos/cote/63914774/
http://www.ļ¬‚ickr.com/photos/olvrbrown/4542851399/
http://www.ļ¬‚ickr.com/photos/donpezzano/3257999898/
follow me on twitter
@billwscott
Designing Web Interfaces
Oā€™Reilly
Bill Scott & Theresa Neil

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8 Principles for Enabling Build/Measure/Learn: Lean Engineering in Action

  • 1. 8 principles for enabling build/measure/learn lean engineering in action eBay Classiļ¬eds TechCon June 2013 @billwscott Sr. Director User Interface Engineering @paypal
  • 2. continuous customer feedback (GOOB) customer metrics drive everything think it. build it. ship it. tweak it fail fast. learn fast. lots of experimentation... build/measure/learn a different view of engineering
  • 3. paypal vs netļ¬‚ix contrast this with a large enterprise like paypal (circa 2011)
  • 4. guess what i found (in 2011) roll your own. disconnected delivery experience. culture of long shelf life. inward focus. risk averse.
  • 5. In 2011, even a simple content copy change could take as much as 6 weeks to get live to site
  • 6. new dna inserted jan 2012 ļ¬‚eshed out ui layer that could support rapid experimentation march 2012 david Marcus becomes president of PayPal april 2012 formed lean ux team to reinvent checkout experience
  • 7. hermes project lean ux/engineering in action from whiteboard to code from code to usability learningsstart again
  • 8. change has started working its way out
  • 9. change has started working its way out
  • 10. lean startup movement founded on build/measure/learn cycle get out of the building (GOOB) invalidate your risky assumptions fail fast, learn fast get to the pivot go for the minimal viable product (MVP)
  • 11. lean ux designing products for build/measure/learn requires 3 rules to be followed at all times get to & maintain a shared understanding form deep collaboration across disciplines keep continuous customer feedback ļ¬‚owing
  • 12. purpose of lean engineering build measure learn LEANENGINEERING EnablingBuild/ Measure/Learn withLeanStartup Principles
  • 13. build embrace continuous delivery make mistakes fast measure learn the etsy way. Kellan Elliott-McCrea, CTO etsy use metrics driven development know that you made a mistake blameless post mortem learn from your mistakes
  • 15. 1. focus on learning, not delivery
  • 16. one of our biggest challenges is moving from a culture of delivery to a culture of learning
  • 17. too many teams can create silos within the exerience common silos that can affect experience: ā€¢ number of scrum teams ā€¢ specialization of skills ā€¢ device channels ā€¢ regional adaptations CE2 donā€™t let delivery drive experience
  • 18. 2. build a culture of rapid experimentation
  • 19. long shelf life for software when software is not dynamically updatable when it takes herculean effort to deliver result engineers run the asylum delivery dates drive the experience BDUF & waterfall prevail
  • 20. 16 different test cells in the initial PS3 Launch (2010) focus is on build/measure/learn four distinct PS3 experiences launched on same day typical netflix release
  • 21. ramping vs experimenting ramping model results in one experience (with some tweaks along the way) after a long ramp up time experimentation model results in many experiences being tested all along the way
  • 22. avoid disconnected delivery experience circa 1985 deliver to disk then to user everything was focused on getting it perfect for stamping on the disk no user in the loop. experience happened somewhere down the supply chain
  • 23. 3. design for volatility
  • 25. you have to engineer for volatility change is the norm experimentation is not a one time event launching a product is giving birth to the product. the productā€™s life just begins. design for throwaway-ability majority of the experience code written is thrown away in a year the ui layer is the experimentation layer
  • 26. experiences must learn Our software is always tearing itself apart (or should be) Recognize that different layers change at different velocities All buildings are predictions. All predictions are wrong. There's no escape from this grim syllogism, but it can be softened. Stewart Brand
  • 27. 4. embrace open source
  • 28. building experiences circa 1985 merry band of three. dropped out of college for semester. it was nirvana. however...
  • 29. roll your own ā€œeverythingā€ (close your eyes & imagine) no internet. no google. no blogs. no email. no blogs. no stackoverļ¬‚ow. no github. no twitter. much of the software era has been about building from scratch. of course open source was gaining momentum. unix. gnu. linux. perl. mozilla.
  • 30. use open source religiously
  • 31. work in open source model internal github revolutionizing our internal development rapidly replacing centralized platform teams innovation democratized every developer encouraged to experiment and generate repos to share as well as to fork/pull request
  • 32. give back to open source we have projects that we will open source node webcore (similar to yeoman) we are contributing back to open source contributions to bootstrap (for accessibility) contributions to bootstrap (for internationalization) core committer on dustjs project
  • 33. using github for continuous * use github for continuous integration starting to use github repo model for continuous deployment marketing pages product pages content updates & triggers into i18n, l10n, adaptation components
  • 34. 5. map lean onto agile
  • 35. btw, agile doesnā€™t have a brain... agile has been a big step in the right direction but is an engineering discipline doesnā€™t address the full life cycle agile has become big business and sometimes collapses under the weight of ā€œceremoniesā€ (process) but agile is a good ā€œengineā€ for delivery if you know what to roughly build agile needs a brain...
  • 36. lean ux: enable a brain for agile user interface engineering - agile scrum team (production) lean ux - lean team track (prototyping) engineering - agile scrum teamsprint 0 usability usability usability usability usability release release release release {agile
  • 37. 6. make your product a living spec
  • 38. create a living spec enabling the prototype learning
  • 39. stack circa 2011/early 2012 simple change could take minutes to see follows an ā€œenterprise applicationā€ model. ui gets built into the ā€œappā€ java jsp*** restricted capabilities* prototyping was hard ā€œui bitsā€ could only live here * assumed client developers were low-skill * required server side java eng for simple client changes ** java server pages. server-side java templating solution server side components** client server
  • 40. we blended prototype & production we enabled the ā€œui bitsā€ to be portable between the prototyping stack and the production stackjava (rhinoscript)node.js {dust} JS template prototype stack production stack {dust} JS template either stack
  • 41. java (rhinoscript) production stack {dust} JS template one stack: prototype & production node.js {dust} JS template prototype stack the ļ¬nal step is we made the prototype stack and production stack the same technology throughout the application stack
  • 42. 7. refactor your way out of debt
  • 43. technical debt rarely do you have a clean slate generally you will have to refactor your way to a nimble framework
  • 44. we separated the ui bits code = JS (backbone) templates = JS {dust} style = CSS (less) images re-engineered the user interface stack so that the only artifacts are: ā€¢ javascript ā€¢ css ā€¢ images ditched the server-side mentality to creating UIs ā€¢ no more server-side only templates ā€¢ no more server-side components ā€¢ no more server-side managing the ui
  • 45. code = JS (backbone) templates = JS {dust} style = CSS (less) images we used javascript templating templates get converted to javascript <p>Hello {name}</p> JavaScript compiles to... javascript executed to generate ui
  • 46. we used natural web artifacts - ā€œweb bitsā€ server-side language independent server/client agnostic CDN ready cacheable rapid to create code = JS (backbone) templates = JS {dust} style = CSS (less) images
  • 47. ensured we could run on new & legacy JS templating can be run in client browser or server on the production stack we can drag & drop the ui bits from prototyping stack to the production stack java (rhinoscript) node.js {dust} JS template prototype stack production stack {dust} JS template client OR server either stack
  • 48. experience debt donā€™t just think about our technical debt consider our ā€œexperience debtā€ cripples our ability to capture market and inhibits learning
  • 49. 8. learn across all channels
  • 50. mobile strategy ā‰  just iOS app native apps make it easier to create a rich experience however, they are limited in reach and in learning capability app install rates will only be a subset of the customer base you need both a native and html5 strategy in order to maximize learning
  • 51. html5 is critical to learning strategy new users will see your html5 experience the onramp to onboarding is the lowly link network delivery makes a/b testing straightforward netļ¬‚ix gambled on html5 for mobile (iOS, android) and for game consoles, bluray players, hdtvs, etc. why? build/measure/learn. network delivery.
  • 52. summary rethink engineering. every dimension of your engineering needs to be about enabling build/measure/learn technology. but not for tech sake. we are doing it for the experience to support lean startup principles. process. enabled lean ux and put a brain on agile. people. revitalizing our existing talent and started attracting new talent.
  • 54. after
  • 55. designing web interfaces Oā€™Reilly picture credits http://www.ļ¬‚ickr.com/photos/decade_null/2053134780/ http://www.ļ¬‚ickr.com/photos/therevsteve/3104267109/ http://www.ļ¬‚ickr.com/photos/juanpol/16287486/ http://www.ļ¬‚ickr.com/photos/giesenbauer/4092794246/ http://www.ļ¬‚ickr.com/photos/not_wise/182849352/ http://www.ļ¬‚ickr.com/photos/mbiskoping/6075387388/ http://www.ļ¬‚ickr.com/photos/37217398@N02/3442676067/ http://www.ļ¬‚ickr.com/photos/proimos/3473264448/ http://www.ļ¬‚ickr.com/photos/epsos/8463683689/ http://www.ļ¬‚ickr.com/photos/stuckincustoms/2380543038/ http://www.ļ¬‚ickr.com/photos/matthewpaulson/6176787688/ http://www.ļ¬‚ickr.com/photos/90585146@N08/8222922317/ http://www.ļ¬‚ickr.com/photos/cote/63914774/ http://www.ļ¬‚ickr.com/photos/olvrbrown/4542851399/ http://www.ļ¬‚ickr.com/photos/donpezzano/3257999898/ follow me on twitter @billwscott Designing Web Interfaces Oā€™Reilly Bill Scott & Theresa Neil