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Crowdsourcing Keys
The Never-Ending Journey To Define Scope & Briefs
                                                          |
Matt Johnston | @matjohnston | CMO @ uTest | April 2012
The Challenge

   What We’re
   Talking About




                   |
                       2
Boiled Down

• Two critical components to c-sourcing success:
   1. What’s the nature & intent of the project?
   2. Who’s the best fit to do a project?




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       3
The Challenge

   Who’s The
   Best Fit




                |
                    4
Who’s The Best Fit?

• This 2nd question gets the attention, so we’ll focus elsewhere
• For uTest, matching algorithms based upon
    – Based upon profile
    – Based upon merit-based ratings
    – Based upon other criteria (eg: load balancing)
• Structured data is vital to good matches




                                                                                     |
   In-The-Wild Testing for Functional + Security + Load + Usability + Localization       5
The Challenge

   Defining Nature &
   Intent Of Projects




                        |
                            6
First Things First

• Fundamental nature of your projects
   – Creative brief ≠ technical spec ≠ advertising guidance
   – Design vs. animation vs. dev vs. testing vs. advertising vs. content
• What customer is really trying to do and cares about
   – Effectiveness vs. efficiency
         - Signal-to-noise ratio?
         - Precision?
         - Brute force?

• Those who can’t articulate the
  problem won’t find the solution.




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       7
Defining Work To Be Done

• Our journey:
   –   2008 – We launched… and we sucked
   –   2009 – More sucking
   –   2010 – Started wrapping head around nature of the problem
   –   2011 – More sophisticated
   –   2012 – Solved most of the problem… and created several new ones
         - Launched 4 new testing types, each w/ their own project definition challenges
• Key takeaways for us:
   – Garbage in, garbage out
   – Real customer of such info is our community
   – Nature of project matters:
         - If goal is predictability (technical work), unstructured data is the enemy
         - If goal is creativity, unstructured data is still the enemy (just a necessary evil)




                                                                                          |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization                8
The Challenge

   Examples
   Past & Future




                   |
                       9
Examples: Project Setup




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       10
Examples: Project Scope




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       11
Input / Output Matters

• Even with right questions, we had room for improvement:
   – Ux for customers to create input
         - Information architecture and GUI design
         - Integrations with legacy systems
   – Ux for community to consume output
         - Information architecture and GUI design
         - Change management




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       12
Examples: Project Setup




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       13
Examples: Project Scope




                                                                                    |
  In-The-Wild Testing for Functional + Security + Load + Usability + Localization       14
Bottomline

• Two critical components to c-sourcing success:
    1. What’s the nature & intent of the project?
    2. Who’s the best fit to do a project?


• Should spend equal calories, hours and brain cells on each




                                                                                     |
   In-The-Wild Testing for Functional + Security + Load + Usability + Localization       15
The Challenge

   Questions?
   Answers.




   Matt Johnston | CMO @ uTest
   mattj@utest.com | @matjohnston
                                    |
                                        16

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uTest and Crowdsortium Webinar: Scope & Briefs

  • 1. Crowdsourcing Keys The Never-Ending Journey To Define Scope & Briefs | Matt Johnston | @matjohnston | CMO @ uTest | April 2012
  • 2. The Challenge What We’re Talking About | 2
  • 3. Boiled Down • Two critical components to c-sourcing success: 1. What’s the nature & intent of the project? 2. Who’s the best fit to do a project? | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 3
  • 4. The Challenge Who’s The Best Fit | 4
  • 5. Who’s The Best Fit? • This 2nd question gets the attention, so we’ll focus elsewhere • For uTest, matching algorithms based upon – Based upon profile – Based upon merit-based ratings – Based upon other criteria (eg: load balancing) • Structured data is vital to good matches | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 5
  • 6. The Challenge Defining Nature & Intent Of Projects | 6
  • 7. First Things First • Fundamental nature of your projects – Creative brief ≠ technical spec ≠ advertising guidance – Design vs. animation vs. dev vs. testing vs. advertising vs. content • What customer is really trying to do and cares about – Effectiveness vs. efficiency - Signal-to-noise ratio? - Precision? - Brute force? • Those who can’t articulate the problem won’t find the solution. | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 7
  • 8. Defining Work To Be Done • Our journey: – 2008 – We launched… and we sucked – 2009 – More sucking – 2010 – Started wrapping head around nature of the problem – 2011 – More sophisticated – 2012 – Solved most of the problem… and created several new ones - Launched 4 new testing types, each w/ their own project definition challenges • Key takeaways for us: – Garbage in, garbage out – Real customer of such info is our community – Nature of project matters: - If goal is predictability (technical work), unstructured data is the enemy - If goal is creativity, unstructured data is still the enemy (just a necessary evil) | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 8
  • 9. The Challenge Examples Past & Future | 9
  • 10. Examples: Project Setup | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 10
  • 11. Examples: Project Scope | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 11
  • 12. Input / Output Matters • Even with right questions, we had room for improvement: – Ux for customers to create input - Information architecture and GUI design - Integrations with legacy systems – Ux for community to consume output - Information architecture and GUI design - Change management | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 12
  • 13. Examples: Project Setup | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 13
  • 14. Examples: Project Scope | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 14
  • 15. Bottomline • Two critical components to c-sourcing success: 1. What’s the nature & intent of the project? 2. Who’s the best fit to do a project? • Should spend equal calories, hours and brain cells on each | In-The-Wild Testing for Functional + Security + Load + Usability + Localization 15
  • 16. The Challenge Questions? Answers. Matt Johnston | CMO @ uTest mattj@utest.com | @matjohnston | 16