Main takeaways:
- Learn how to create a solid foundation for the successful release of a product by applying structured frameworks and user
- Center design processes from discovery to roadmap definition phases of the product lifecycle
- Learn how to methodically translate empathy for the customer to data for driving prioritization, decision -making, and clear communication for your teams
- This will be an interactive session for the audience based on a real-life example from the speaker's work
6. Me + Kespry
● Love to build things: Former engineer
& MBA
○ Using my hands
○ Working with a cross-functional team to
bring something to fruition & scale
● PM for 5+ years: Applications,
Platforms, Analytics in areas of:
○ IoT
○ Edge
○ Visual intelligence
○ Energy, water, transportation,
manufacturing, smart cities, and more
● Founded 2013 in Menlo Park, CA
● Capture > Ingest > Process > Analyze >
Share
● Visual & Geospatial data:
○ Aerial imagery (i.e. drones)
○ Ground based (i.e. mobile images)
○ Videos (i.e. submersibles)
● Computer Vision (CV) & Machine
Learning (ML)
7. Structure of Talk: Case Study
● Real problem I started on my 1st day.
● We’ll work through it together. Focus on Part 1.
● Based on 2 questions I get often:
○ There are so many parts, frameworks, and tools for product management...how does it come together?
■ Answer: We will cover aspects of Software Development Lifecycle (SDLC) but focus on 1st
half.
○ What is PM “speak”? What are important terms, frameworks, and tools I should know?
■ Answer: I will highlight standard terms, words, and phrases that represent what PMs think
about and work through day to day.
8. The Situation
No matter the product, this is a
common scenario.
● Product is very strong for a couple use cases.
● Current customers have been hacking
together different capabilities of product for
another use case.
● Many internal teams, such as GTM and
executive leadership, believe we must build
product/features for this use case.
Should we? If so, what? Why?
9. Part 1: Understand the Problem:
Foundational for Successful Product Dev,
Release, & Adoption
10. Day 1 you learn: Our customers can...
Plan & Fly Autonomously > Analyze > Delve into Business Insights
● Excellent for measurements, dimensional analysis, and source of truth of real physical state of location or asset.
● However for the “Planning” use case, users are figuring out own ways to use existing product.
12. My PM Toolkit
Frameworks
● External primary, secondary, &
tertiary research sources
● Internal business data & product
analytics
● The design thinking process
● User-centered design
● Prioritization techniques
● Program management practices
13. Step 1: Speak customer’s language & empathize
● What matters most to our users/customers?
○ Product speak: What are the user’s value drivers/levers?
● How does the user perceive and define the problem? For what users/customers is
it a problem?
○ What are the use cases? Who are the target user personas?
○ What is the user experience?
○ What are the pain points? Where could we deliver the most value?
○ What are the target outcomes?
● What do users/customers use today to solve the problem? What are the gaps?
○ What is the current user journey?
○ What is the competition?
○ Where are the opportunities?
○ What are other parts of the user’s ecosystem? Where are potential areas for interoperability and
integrations?
14. Step 2: Map position, strengths, differentiation - Hypothesis
● Are there others with the same or similar problem?
○ Product speak: What is the market size?
○ What are our potential customer segments?
● Where and when can we capture the most ROI?
○ What are our value drivers/levers we can impact by solving this use case? New revenue? Customer
retention?
● What is so compelling about our team/company unique
○ What can be our position? What is our differentiation?
● How much of a ROI does a user need to try a solution?
○ What is the barrier to entry? Get high-level understanding of willingness-to-pay.
○ Who are the target buyer personas?
15. What I did: Study existing data
Customer value + Customer value ++ Customer value +++ Customer value ++
Strengths set 1
Strengths set 2
Strengths set 3
External data
● Industry trends
● Market size
● Competitive analysis
Internal data
● Product usage analytics
● Sales pipeline
● Win-loss analysis
● Feature requests
Question: Is this problem worth pursuing & creating initial roadmap for?
+
Answer: Hypothesis - Yes, because of alignment between customer value drivers, target personas’ needs + our
core competencies, differentiating capabilities, and business goals.
Start here
Grow here
Analysis:
16. Great, we have a hypothesis…
now what?
What would you do next?
17. Step 3: Design thinking & user-centered design
● Primary research
● Talk to actual users & customers
○ Ideal: partner with users throughout process.
○ Ideal: partner with advocates, strategic accounts, target personas/customer segments, power
users who also may be biggest critics.
● Divergent & convergent thinking
Author/Copyright holder: Paris-Est d.school at Ecole des Ponts . Copyright terms and licence: CC BY-SA 4.0. Interaction Design Foundation.
18. What I did: Aggressively iterate & gather new data
● Partner with:
○ GTM teams to identify users and customers to engage.
○ Design for research, discovery, & analysis.
○ Engineering for high level feasibility discussions and questions.
○ Champion users/customers for continuous feedback.
● Iterate on:
○ Hypothesis > leading to an initial vision statement/product positioning statement.
○ Understanding of pain points, personas, and opportunities (journey maps).
○ Design concepts.
20. Personas
Persona:
Goal:
[What is persona trying to accomplish? Roles &
responsibilities]
Information: [What data does persona need to accomplish goal?]
Actions: [What does persona do?]
Impact:
[What are value drivers/benefits of accomplishing
goal?]
Remember! There can be
many types of personas:
● User
● Buyer
● Negative/Exclusionary
(“Naysayer”)
● Primary
● Secondary
21. Design concepts
Low fidelity sketches > High fidelity UI designs
Divergent > Convergent
Questions generate ideas, variety of insights > Facts provide clarity, answers
http://iwataasks.nintendo.com/interviews/#/wiiu/miiverse2/0/0
Kits by StickyJots
https://www.invisionapp.com/inside-
design/low-fi-vs-hi-fi-prototyping/
https://www.invisionapp.com/inside-
design/wireframe-examples/
22. Define the Product & Roadmap: Let’s
prioritize!
So many ways...your thoughts?
23. Step 4: Hypothesis > Vision: Product Positioning Statement
My format:
For [persona] who needs to [address need/accomplish outcome], [product name] is a
[product description/definition] that [provides key customer benefit(s)].
Unlike [primary alternative/competitor], [product name] is [key differentiators].
Tips:
● Be specific!
● Make it measurable!
● This is your product vision. Therefore, everything afterwards should be based on this.
24. Step 5: Prioritization
● What exactly are we
building?
● Sometimes even more
importantly: what are we
not building?
● Why?
● Many ways! Use one that
exists, combine, or create
your own.
https://hygger.io/blog/4-powerful-factors-rice-scoring-model/
https://foldingburritos.com/product-prioritization-techniques/
25. My Example - RICE
Potential
customers
Timing of
deals/
customer
purchases
Rev
potenti
al
Comp
position
(if we
build)
Custom
er
Reach
(R)
(1-10)
Custom
er
Impact
(I)
(1-10)
Confidence
(C) (%)
Dev effort
+
complexity
(E) (3 = S,
6 = M, 10 =
L)
Mktg
effort
(M) (1-
5)
CS
effort
(1-5)
(CS)
Total
effort
(E+M
+CS)
Score
(R*I*C)/
E
Prod
A
Feature/
feature
set 1
Lead 6 8 100% 3 2 2 7 16
Feature/
feature
set 2
Lead 5 6 50% 2 2 2 6 8
Feature/
feature
set 3
Parity 8 5 100% 2 2 2 6 20
● Captures customer value, likelihood, and effort.
● More quantitative/data-driven.
● Great to expand across roadmap & more functions.
● Can incorporate t-shirt sizing or points sizing.
● Must ensure everyone understands cutoffs
for scores.
26. My Example - MoSCoW
M ust have
S hould have
C ould have
W on’t have
● Works well for agile teams.
● Works for well with t-shirt sizing or points sizing
used by engineering teams.
● Can be used for easy grouping into MVP (minimum
viable product), MLP (minimum lovable product),
MMP (minimum marketable product), etc.
● Possibility of not being data driven enough -
PMs must make conscious effort to define
and communicate criteria for each category.
● Can be confusing about duration of time
period during which a requirement stays in a
specific category.
27. What I did: Simplify, simplify, simplify
● ~20 potential features > 8 features categorized into 3 distinct feature sets
● Each feature set defined with separate:
○ Releases
○ Personas
○ Detailed use case(s)
○ Target customer outcomes
○ Target success metrics
29. Step 6: Translate customer pain, product vision to whole team
● Communication
○ Clear, simple, concise
○ Consistent with defined user problem and product vision: user-centric
● Data-driven decision-making
○ Quantitative (ROI, value calculations, metrics)
○ User’s language & feedback (pain points, stories)
● Bias to action
○ Proactive
○ Iterative
○ Remove blockers quickly and test hypotheses/assumptions quickly
● End-to-end development lifecycle
○ Define & design > Build & test > Enable & train > Market > Sell > Measure customer adoption
○ Roles & responsibility within organization
30. What I did: Follow through, stay detail-oriented & consistent
● Cross-functional project management
○ Kick-off
○ Bottoms up estimation
○ Weekly syncs with release leads from each function
● Detailed requirements & sprint planning
○ At least one pager/mini-Product Requirements Document (PRD)
○ Thorough user stories with clear acceptance criteria and prioritization
○ User stories defined at least 2 sprints, estimated at least 1 sprint in advance
○ Epics for release/feature set defined at least 1 release in advance
● Quality & testing
○ Internal
○ External beta
● GTM enablement
○ Target use cases and outcomes
○ Target user and buyer personas
● Definition & measurement of success metrics
○ Relate to target outcomes, value drivers, and business goals
○ Define primary workflows and target usage metrics
○ Measure baseline
31.
32. 40% of existing customer
base
Adopted within first 3 months
“Kudos to whoever
dreamt this up!”
“Great, a big
step forward.”
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Tonight's talk is “ [TITLE] ” with [NAME]. Welcome, [NAME].
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Have a good night!