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lean ux & lean engineering
applying lean startup principles at enterprise scale at PayPal
QCON. New York. June 13 2013.
@billwscott. sr. dir. user interface engineering @paypal
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/paypal-stack
Presented at QCon New York
www.qconnewyork.com
Purpose of QCon
- to empower software development by facilitating the spread of
knowledge and innovation
Strategy
- practitioner-driven conference designed for YOU: influencers of
change and innovation in your teams
- speakers and topics driving the evolution and innovation
- connecting and catalyzing the influencers and innovators
Highlights
- attended by more than 12,000 delegates since 2007
- held in 9 cities worldwide
where we have been
how we used to engineer experiences
building experiences
circa 1985
merry band of three. dropped out of
college for semester. it was nirvana.
however...
roll your own everything
(close your eyes & imagine)
no internet. no google. no blogs. no email. no
blogs. no stackoverflow. 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.
disconnected
delivery experience
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
long shelf life for software
not dynamically updatable
designed for longevity
herculean effort to deliver
engineers ran the asylum
delivery dates drive the experience
BDUF & waterfall
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
where we should be now
looking at the netflix model
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
the epiphany
you have to engineer
for volatility
change is the norm
the ui layer is the experimentation layer
experimentation is not a one time event
launching a product is giving birth to the
product. the product’s life just begins.
design for throwaway-ability
majority of the
experience code
written is thrown
away in a year
paypal vs netflix
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
fleshed 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
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 flowing
engineering driven by lean
startup principles & leanux
engineering the build/measure/learn cycle
shift the focus to minimal viable everything (MV*)
follows the key rules of lean ux:
shared understanding with design & product
deep collaboration with design & product
part of continuous customer feedback loop
LEANENGINEERING
ApplyingLeanStartup
Principlesto
BringDesigntoLife
LEANENGINEERING
KEYPRINCIPLES
1. engineer for experimentation
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
one of our biggest challenges is moving
from a culture of delivery to a
culture of learning
hermes project lean ux in action
from whiteboard to code from code to usability
learningsstart again
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
continuous customer feedback lean ux in action
cadence
learning
2. refactor your way out of debt
technical debt
we have to be on modern tech stacks to
continuously innovate
we have to be on a continuously
available stack
continuously integrating
continuously deploying
minimal viable everything (MV*)
mvp is a key tenant of lean startup
applied to engineering we should think: minimal viable everything. mv*
minimal viable process
minimal viable team size
minimal viable technology
minimal viable tools
what are startups using?
zuck’s rule: how will the startup down the
street do this tomorrow? do it like that
now.
stack circa 2011/early 2012
simple change could take minutes
to see
follows an “enterprise application”
model. ui gets built into the “app”
java
jsp***
restricted
capabilities*
prototyping
was hard
“ui bits” 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
ui portability
JS templating can be run on the
client or
run on the server
js templating can be
run on nodejs stack or
run on java stack (rhinoscript)
javanode.js
dustjs
(js templating)
dustjs
(js templating)
dustjs
(js templating
prototype
stack
production
stack
client
server
dustjs
(js templating)
allowed us to refactor
to get to the new stack
(backward compatibility)
one stack. prototype or production.
node.js
dustjs
(js templating
prototype &
production
stack
client
server
dustjs
(js templating)
experience debt
don’t just think about our technical debt
consider our “experience debt”
cripples our ability to capture market and
inhibits learning
3. be open source top to bottom
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
before
leanux
after
leanux
summary
to support collaboration, shared understanding and continuous customer
feedback we are changing:
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.
designing web interfaces
O’Reilly
picture credits
http://www.flickr.com/photos/smb_flickr/439040132/
http://www.flickr.com/photos/therevsteve/3104267109/sizes/o/
http://www.flickr.com/photos/juanpol/16287486/sizes/z/
http://www.flickr.com/photos/yung-grasshopper/4374103908/
http://www.flickr.com/photos/giesenbauer/4092794246/sizes/l/
http://www.flickr.com/photos/not_wise/182849352/sizes/l/
http://www.flickr.com/photos/mbiskoping/6075387388/
http://www.flickr.com/photos/37217398@N02/3442676067/sizes/l/
http://www.flickr.com/photos/proimos/3473264448/sizes/l/
http://www.flickr.com/photos/epsos/8463683689/sizes/l/ 8/
http://www.flickr.com/photos/stuckincustoms/238054303
follow me on twitter
@billwscott
Designing Web Interfaces
O’Reilly
Bill Scott & Theresa Neil
Watch the video with slide synchronization on
InfoQ.com!
http://www.infoq.com/presentations/paypal-
stack

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Lean Engineering: Applying Lean Startup Principles at Paypal

  • 1. lean ux & lean engineering applying lean startup principles at enterprise scale at PayPal QCON. New York. June 13 2013. @billwscott. sr. dir. user interface engineering @paypal
  • 2. InfoQ.com: News & Community Site • 750,000 unique visitors/month • Published in 4 languages (English, Chinese, Japanese and Brazilian Portuguese) • Post content from our QCon conferences • News 15-20 / week • Articles 3-4 / week • Presentations (videos) 12-15 / week • Interviews 2-3 / week • Books 1 / month Watch the video with slide synchronization on InfoQ.com! http://www.infoq.com/presentations /paypal-stack
  • 3. Presented at QCon New York www.qconnewyork.com Purpose of QCon - to empower software development by facilitating the spread of knowledge and innovation Strategy - practitioner-driven conference designed for YOU: influencers of change and innovation in your teams - speakers and topics driving the evolution and innovation - connecting and catalyzing the influencers and innovators Highlights - attended by more than 12,000 delegates since 2007 - held in 9 cities worldwide
  • 4. where we have been how we used to engineer experiences
  • 5. building experiences circa 1985 merry band of three. dropped out of college for semester. it was nirvana. however...
  • 6. roll your own everything (close your eyes & imagine) no internet. no google. no blogs. no email. no blogs. no stackoverflow. 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.
  • 7. disconnected delivery experience 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
  • 8. long shelf life for software not dynamically updatable designed for longevity herculean effort to deliver engineers ran the asylum delivery dates drive the experience BDUF & waterfall
  • 9. 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 where we should be now looking at the netflix model
  • 10. 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
  • 12. you have to engineer for volatility change is the norm the ui layer is the experimentation layer experimentation is not a one time event launching a product is giving birth to the product. the product’s life just begins. design for throwaway-ability majority of the experience code written is thrown away in a year
  • 13. paypal vs netflix contrast this with a large enterprise like paypal (circa 2011)
  • 14. guess what i found (in 2011) roll your own. disconnected delivery experience. culture of long shelf life. inward focus. risk averse.
  • 15. In 2011, even a simple content copy change could take as much as 6 weeks to get live to site
  • 16. new dna inserted jan 2012 fleshed 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
  • 17. change has started working its way out
  • 18. change has started working its way out
  • 19. 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)
  • 20. 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 flowing
  • 21. engineering driven by lean startup principles & leanux engineering the build/measure/learn cycle shift the focus to minimal viable everything (MV*) follows the key rules of lean ux: shared understanding with design & product deep collaboration with design & product part of continuous customer feedback loop LEANENGINEERING ApplyingLeanStartup Principlesto BringDesigntoLife
  • 23. 1. engineer for experimentation
  • 24. 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
  • 25. one of our biggest challenges is moving from a culture of delivery to a culture of learning
  • 26. hermes project lean ux in action from whiteboard to code from code to usability learningsstart again
  • 27. 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
  • 28. continuous customer feedback lean ux in action cadence learning
  • 29. 2. refactor your way out of debt
  • 30. technical debt we have to be on modern tech stacks to continuously innovate we have to be on a continuously available stack continuously integrating continuously deploying
  • 31. minimal viable everything (MV*) mvp is a key tenant of lean startup applied to engineering we should think: minimal viable everything. mv* minimal viable process minimal viable team size minimal viable technology minimal viable tools what are startups using? zuck’s rule: how will the startup down the street do this tomorrow? do it like that now.
  • 32. stack circa 2011/early 2012 simple change could take minutes to see follows an “enterprise application” model. ui gets built into the “app” java jsp*** restricted capabilities* prototyping was hard “ui bits” 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
  • 33. ui portability JS templating can be run on the client or run on the server js templating can be run on nodejs stack or run on java stack (rhinoscript) javanode.js dustjs (js templating) dustjs (js templating) dustjs (js templating prototype stack production stack client server dustjs (js templating) allowed us to refactor to get to the new stack (backward compatibility)
  • 34. one stack. prototype or production. node.js dustjs (js templating prototype & production stack client server dustjs (js templating)
  • 35. experience debt don’t just think about our technical debt consider our “experience debt” cripples our ability to capture market and inhibits learning
  • 36. 3. be open source top to bottom
  • 37. use open source religiously
  • 38. 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
  • 39. 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
  • 40. 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
  • 43. summary to support collaboration, shared understanding and continuous customer feedback we are changing: 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.
  • 44. designing web interfaces O’Reilly picture credits http://www.flickr.com/photos/smb_flickr/439040132/ http://www.flickr.com/photos/therevsteve/3104267109/sizes/o/ http://www.flickr.com/photos/juanpol/16287486/sizes/z/ http://www.flickr.com/photos/yung-grasshopper/4374103908/ http://www.flickr.com/photos/giesenbauer/4092794246/sizes/l/ http://www.flickr.com/photos/not_wise/182849352/sizes/l/ http://www.flickr.com/photos/mbiskoping/6075387388/ http://www.flickr.com/photos/37217398@N02/3442676067/sizes/l/ http://www.flickr.com/photos/proimos/3473264448/sizes/l/ http://www.flickr.com/photos/epsos/8463683689/sizes/l/ 8/ http://www.flickr.com/photos/stuckincustoms/238054303 follow me on twitter @billwscott Designing Web Interfaces O’Reilly Bill Scott & Theresa Neil
  • 45. Watch the video with slide synchronization on InfoQ.com! http://www.infoq.com/presentations/paypal- stack