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Tomorrow (Tue, May 18) there's an excellent chance to hear one of the best bloggers and practitioners on the topic of Product Management - Steve Johnson of Pragmatic Marketing is giving a talk to the Cambridge Product Management Group.

The Pragmatic Marketing Framework is a design classic, and mandatory reading for anyone in the field.

Much of my work has been in a Product Manager role even though I didn't always have that title at the time. In the high-tech and semiconductor sector, it was often a simple split between Marketing (the people who set up tradeshows and talk to customers) and Project Managers (the engineers who get the product out on time). Smart readers know this conflates Product Marketing and Product Management. Really smart ones will see the slip in terminology between Project and Product Management. There is a difference between the three titles, and the Pragmatic Marketing website will answer all questions.

Thinking about tomorrow's event made me consider what makes Product Management so difficult and frequently prone to failure?

My inclination is that there are 3 basic problems that make even good intentions into the paving stones leading to Product Hell.

  1. Lack of a product workspace containing technical and commercial documentation makes it difficult or impossible for new joiners to become familiar with the product. Before you know it, the old issue of "knowledge is power" raises its head. Or, "Scientia potentia est", if you want to be fancy. Gaps appear in product documentation, and this usually means a shortfall in marketing collateral when it is most needed.
  2. Lack of a standard process or workflow causes product decisions to be made in an ad hoc way. At best, it is inefficent as good practices have to be re-discovered. At worst, product decision-making quality varies between instances.
  3. Release fragmentation leading to / caused by customer variants makes for a configuration management nightmare. Bringing all the customer versions back into one main branch or trunk build can make publishing a future roadmap very hard to achieve.

For the past 10 years, the solution to these problems for me has been to use CogniDox. Here are a couple of illustrated examples of ways that CogniDox has helped me and other Product Managers / Project Managers have an easier time of it.

The first example is creating a category or workspace for all documents relevant to the project or product release. This can have as many sub-categories as needed, as long as the core requirement is met - a logical place to start when you want to navigate through the product documents.

CogniDox for Product Managers - category

There's nothing revolutionary about this, but the number of companies I encounter who don't have a structured, common repository for product documents means I have to mention it. The example above illustrates how the category contains everything - software release packages included - that will go into the release.

The second example is something we call a "document holder" in CogniDox. It's a type of document written in XML that has placeholders for other documents. Other documents can be any file format, including video tutorials if you want. 

CogniDox for Product Managers - document holder

As you can see, the web page view (icon on the left) is automatically created from the XML file (icon on the right).It's especially helpful because it ensures that the document actually exists, and/or makes sure that correct process is followed e.g. you can't release a draft version, it has to be issued and approved.

What we've tended to do is create a document holder that reflects the structure and contents of the category, because an important point is that we can release the document holder as a deliverable to customers. It will help them understand the product's structure.

When a user from a customer company logs into the customer web portal access that we provide as part of standard CogniDox, they see the product documents that the Product Manager has licensed to them.

CogniDox for Product Managers - Extranet

If we create one of these per product release or release variant, we know that the licensing manager module in CogniDox will automatically ensure that users only see what we have licensed them to see. There's less danger that the product variants will cause us to make an error of including a file we shouldn't, or leaving out something critical and looking quite unprofessional as a result.

When we start a new project or release, we can copy the category structure from a similar product that we know worked well. Best practices start to become reinforced without any need for heavy-handed mandates.

The next example that I want to cover is the use of Reports to help a Product (or Project) Manager understand the product status. These reports provide a unfied console to assess projects in the pre-release process. If I have a Gate 1 milestone next week and we have collectively agreed that twenty documents will be prepared in support of it, then I can see at a glance how many have been uploaded, reviewed, issued and approved. It saves valuable time at the Gate review meeting itself.

CogniDox for Product Managers - reports

CogniDox tools have been critical to me and others as we make Product releases, and have become as essential as our software code version control or bug tracking systems.


What is Product Management?

Posted by: paul

The Cambridge Product Management Network had a useful get-together this week to debate the question: what is product management? It was a fascinating source of insights as to how things are done elsewhere. There was a range of job titles present and roles from "we have many PMs" to "I wear many hats, PM is just one role". There wasn't a consensus that the group had answered its own question, but along the way we covered the key elements. I suppose we could have referred to Wikipedia for an answer, but that isn't really the point.

It was often quick throwaway remarks that resonated most. "Product management is a team sport" was one example. NIHITO, or "nothing important happens in the office" was another.

The meeting had materials from Pragmatic Marketing, a product management training and consultancy company. As someone said, their PM Framework makes a very useful checklist from which to do a gap analysis for your organisation. Another similar company is the 280 Group. Both companies carry out annual surveys on Product Management. The most up-to-date is the 280 survey from August 2009 (the Pragmatic one for 2009 ought to appear in the next month or so). The 280 survey had 675 respondents. It seemed to cover a range of smaller to larger companies (the average revenue turnover was $114M) and different software business models (B2B, B2C, etc). Respondents opted-in and so the majority of them had a dedicated PM - in fact more than 3 PMs was the majority in nearly 60% of replies.

My chief interest in these surveys? To answer two questions: (1) how busy are these PMs and (2) what tools do they use to make themselves more productive.

The answer to (1) isn't very surprising - over a third (36%) look after 5 or more products and the average is over 3 products. That begs the question "what makes a product" and the short answer is that it is anything that requires a design trail (requirements, design, test) and an explicit release to users. In the vast majority of cases, that will pull in questions about product pricing, go-to-market strategy and product support, amongst other things.

The majority of them work long hours (>50 hours/wk) but much of their time at work goes on internal meetings. Over half (55%) go to more than 15 meetings per week (that would correspond to 2 working days per week just sitting in the meeting, let alone prep and action followup time). Over a third (35%) go to more than 20 meetings. There is still a mixture of waterfall and Agile methodologies used, on a roughly 60:40 split in favour of non-Agile. The typical number of software releases per year that the PM has to manage is 4, but it tends to be lower (2 is the mode) rather than higher.

The answer to (2) wasn't very promising for specialist software tool vendors. The vast majority of PMs use Microsoft Office (Excel and Word) to capture and manage product requirements. Some are using Wikis. There hasn't been a lot of investment in tools - 80% hadn't bought any software. Very few of those that had bought were highly satisfied with the benefits. Of those that had not, there was a fairly equal split between those that saw no need and those that would like tools.

What sort of tools? The top needs were seen to be tools for defect / bug tracking and requirments management. Other needs were tools for analytics reporting and customer community setup. There was also a need for better release planning support.

My gut reaction is that most of the companies at the CPM meeting were traditional B2B product companies starting to integrate social media into their marketing mix. We didn't explicitly talk about tools so I suspect but don't know that they would agree with the survey findings above. To me, it seems tools offer relatively easy ways to claw back the lost time that makes us unproductive and to reduce the extra work burden caused by the downsizing and the hiring freeze. 

There is definitely a lot of PM value in the message "get out and meet the customer" and that includes virtual encounters such as communities and customer portals. But, if we're not in control of the traditional product lifecycle, it doesn't seem likely that new social media will make it much easier. In fact, it will just add to the effort required in many cases.

Providing a solution for Product Managers is one of the reasons we build CogniDox and our users confirm to us that we have something significant to offer for managing reviews, gate process, design sync, multi-team development, change requests, release management and customer / community portals.

Despite that, the range of the PM role as revealed at meetings and surveys like this remind me that it is a multi-faceted, sometimes intangible, and evolving role; so no room for complacency.


CMS Vendor Meme

Posted by: paul

A month or so back one of the CMS vendors (Day Software AG) posted a blog entry in which they invited (as in the game of ‘Tag') a number of other CMS vendors to rate themselves on a 15-item checklist. They had some reactions from the tagged vendors, and other vendors thought it was interesting and responded anyway.

Most bloggers who responded did so in a frank and open manner, which is refreshing. Even the instigators of the checklist didn't pick questions that would yield them a perfect 45 score. However, there was a fairly wide breadth of interpretation in some of the answers and I was left with the impression that the scores weren't really on an interval scale, but were at best ordinal data. Nevertheless, it is fascinating reading for anyone who is looking at Which?CMS.

Compared to the publicly-listed and major-player enterprise software companies on the list of responders, I approached the CogniDox answers with some trepidation. My first conclusion was similar to that from KnowledgeTree and Nuxeo - we are more of a DMS product than a CMS or WCM, so some questions didn't make as much sense as they might have done. There are quite a few DMS features that differentiate products, and these are not featured.

I think what it did do for me was to focus on where we are weakest: Localisation. Because we developed our software initially at a US/UK company we made the mistake of not separating the user interaction dialogs from the rest of the code. Now we struggle to support languages other than English, and usually turn away any RFI or customer request where that will be a requirement. It's an area we have included in our roadmap, but for now we have to stick with the high-tech companies in the UK and USA, unless they are happy with English everywhere.

I was much happier with some of the other answers, such as for example Q9 "We run our entire company website using the latest version of our own WCM products" - there's a neat short description of how we do this in our website library here.

Anyway, I pulled some of the various answers into one combined table, which I'm including here as a useful summary for others.

Some links to the original blogs:

http://dev.day.com/microsling/content/blogs/main/cmsvendormeme.html
http://www.knowledgetree.com/blog/knowledgetree-cms-vendor-meme
http://blogs.nuxeo.com/ebarroca/2009/03/cms-vendor-meme-nuxeos-turn.html
http://www.opentext.com/blogs/ecm_briefs/2009/03/open_text_on_the_cms_vendor_me.html
http://interwovenblog.com/2009/03/22/the-cms-vendor-meme/

To get the latest updates, use this Google link to the meme (9c56d0fcf93175d70e1c9b9d188167cf):

http://blogsearch.google.com/blogsearch?client=news&um=1&hl=en&q=9c56d0fcf93175d70e1c9b9d188167cf

 



Company Blog Tags Marketing