A case study of how integrating Agile software with Content Strategy poses challenges to a team that is more service oriented than product and customer oriented. How we have dealt with it, and how we are moving forward. This talk was presented at the Content Strategy Applied Conference in London, January 2017, by The Transformation Society's Ray Gallon and Andy McDonald of TECH'advantage.
3. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
A service company with
a handful of major
clients
Developed internal
authoring tool for
delivering contextual
information to software
Could we turn it into a
product and market it?
There Was a Tool…
Lots of small
software companies
don’t have
“documentation”
7. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Then we had an idea
Product strategy and content strategy are one
and the same
As a software company, designing a tool for
software publishers, surely we have a unique
position ?
8. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
What if we had a nimble, agile approach,
everywhere?
What if content people work with techies?
What if everybody contributes to design
and content?
What if features are planned via content strategy?
What if we inject content strategy into the agile model?
What if our product is the user experience/journey?
Product Strategy and Content Strategy:
One and the Same
11. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Content
What is our dogfood?
Content includes pre and post sales
Content embedded deep in UI –
integral to user journey & UX
Continuous update and integrated
feedback embedded in the design
Content strategists collaborate
with developers
Continuous testing conducted by
users, content strategists, and devs
ü Product’s real added value
ü We prove it by doing it
12. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Features correspond to
real persona requirements
Quick concept testing
allows refinement
Develop just good enough
and reiterate
Be nimble: rapid implementation
of game changing requirements
UI/UX design with content people
Onboarding in the product,
not only in content
Features
What is our dogfood?
ü Product’s real added value
ü We prove it by doing it
13. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Painful Practical Truth
We had all the components for success – in silos!
Distributed around France – many had never met
Agile terminology and procedures ≠ AGILE MINDSET
Service oriented developers resisted design input from
content and marketing people
Development schedule ignored market requirements
16. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Content
Impact of virtual marketing (VM)
Addresses people’s needs –
“let us help with your pain points”
Selective messages to targeted groups
with common interests via personas
Snowball effect
Window of opportunity is a moving target,
must be planned
Affects the product roadmap (semi real-time)
17. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Features
Impact of virtual marketing (VM)
Address pain points and fulfill the promises we
made in content
Conceived and added to roadmap based on
real-time user feedback
Need to be just good enough –
“Perfection is the enemy of the Good”
Adapt and improve in relation to user response
18. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Development
Impact of virtual marketing (VM)
As much as possible, developers’ priorities
driven by customer needs priorities
Agile priority changes
Staged development – make it work for today,
scale it up tomorrow
Let product team and beta testers break it
22. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Digestible?
NO
Success required a
transition which
challenged practices,
habits even company
culture
Product is really a tool for
a new CS paradigm in
software, but dev knows
nothing of this – no buy-in
Walls errected between
product and dev
23. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Error Codes
<001> Failure not acceptable
<002> Invalid Sequence:
development initiated before strategy
<003> Product ownership ≠ project
management
<004> HR allocation error
<005> Tools proliferation error
<005A> Unused tools error
<006> General failure: information
sharing fault
24. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
If we started again?
Spend time onboarding
ourselves
Content strategy should
drive agile governance
Everybody needs the same
agile experience
Charter core values:
transparency, rapid delivery,
reactivity, collegiality
26. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
A CS role in small software companies?
Understand the role of the customer/user
journey in entire life-cycle
Define it through personas
Deal with how pain points are addressed (content),
catered for (features) and relieved (support)
Understand the market and the niche
Understand how developers work
Understand management objectives
27. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
A CS role in small software companies?
Design persona-based strategy
Consider the entire journey and not
just marketing
Features, UI design, interaction
design, onboarding, service and
support
Be garantor of the promise fulfilled
and what satisfaction means
28. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
A CS role in small software companies?
Negotiate the adequate
Everything costs
There is a balance between
content and features, just as much
as there is between features and
support
29. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
A CS role in small software companies?
Interface with marketing, dev,
support & management
Delivering a strategy to management
is not enough
Must ensure, facilitate and accompany
its implementation
30. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
A CS role in small software companies?
There is significant overlap and a
blurred boundary between
content strategist and
product owner
In some situations, they may be
the same person
31. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Lessons learned
Everyone must understand the marketing
funnel – how it affects the entire project
In digital marketing, everyone – development
included – needs to be on the same page
Onboarding is critical
Onboarding cycles influence priorities in delivery
Difficult for developers to digest, creates insecurity
Marketing
32. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Agile is not just methodology, it’s a mindset
Product owner is not a director of development
Chief navigator piloting a complex vessel
Multiple teams collaborate, using their particular
expertise
Upstream preparation saves time downstream
Agile
Lessons learned
33. @RayGallon @AndyMcD_TECH
@TransformSoc @techad_fr
Unqualified support from highest level is essential
Team building cannot be ignored
Transparency is of the essence, especially in agile.
Planned, specific contract between all participants
The shorter the cycles, the more transparent
everything must be
Team
Lessons learned