Friday, November 21, 2014

It's yours now - here's my laptop, my keys, and my VistaPrint designs

With Millennials (defined as people born between 1980 and 1999) changing companies often, many service-based organizations find it's better to build a relationship with the individual than the company.  Every time I call Discover Card, for example, they thank me for being a member since 1997.

Businesses find that by establishing relationships with the individual, they earn a recommendation when that individual changes companies and their new employer has a business need.

VistaPrint, the online service that caters to the small businesses' and individuals' needs, has followed suit, establishing the relationship with an individual.  But there's a use case they didn't cover.

I'm leaving my primary employer soon, and I'm making preparations.  I'm also a volunteer for a small club of an international nonprofit organization called Toastmasters International that's connected to that employer.  When we needed to be more competitive with other Toastmasters clubs in the area, I developed some evaluation forms and secret ballot forms to use in our weekly meetings to evaluate the speakers.  I had used VistaPrint for my needs before, so I already had an account, and I was collecting bids.  The only way I could get a bid from VistaPrint was to walk through it, so on my personal account I drafted what I thought the form should look like.

The draft became a proof.

The proof was shopped around to other local printing companies that couldn't beat VistaPrint's rates, at least for a small "trial run" order.  The club liked it and started using them every meeting.

I started ordering those products regularly.  Prices may have gone up since I did the original bid, but I don't really pay attention to the price.  At least I don't have to recreate the design.

Remember how I said marketing to the individual means that individual will recommend them to their next employer?  Good.  What happens, though, to that individual's past designs?  Well, VistaPrint has informed me that those stay with the individual.  What if I want to leave those behind with Toastmasters so they can continue giving VistaPrint business?  Well, Shantel at VistaPrint customer service said I can do this one of three ways:
  • I can transfer my whole account, personal and business designs, over to my successor, giving them my password, and delete my personal information from the account.  ...but I would lose access to the personal business cards I created.  This also defeats the purpose of marketing to the individuals of an organization, since now I would have to create a new login for my personal orders and upload those somewhere else.
  • I can authorize my successor to phone in an order for my design, and give them my design number.  VistaPrint would then charge my account (which sounds like it's my credit card number -- I love Toastmasters but I'd prefer they use their own money, not mine).
  • I can recreate all of my designs in a brand new account that will belong to my Toastmasters club.
Okay VistaPrint product managers, think about this.  Think carefully.  If the design has to be recreated, you lose your "stickiness."  They can't reorder more of the same design number, so my organization will need to recreate the design, and if they do that, they might as well shop it around to find a better deal based on the quantities they now need.  Is that what you want?

My advice for any SaaS product manager is to consider this when building business relationships based on individual contact points.  It's an easy use case to miss, but also an easy one to fix, and very lucrative.  As I said at the beginning, we Millennials tend to move around a lot, and with our move, we carry our endorsements.

Wednesday, August 29, 2012

"HELLO, MY NAME IS" (Caller ID, and From: email_address@...)

When you go to a social gathering where everyone is wearing handwritten name tags, has it ever occurred to you that the name on their badge might not actually be theirs?  You probably have considered that, for example, the person wearing a badge that says "HELLO MY NAME IS... Acme Corp" probably doesn't have that name on their birth certificate, but if it says "HELLO MY NAME IS... Stef Hopkins" you should treat it with the same amount of skepticism.  Their name might actually be Stephanie, or something completely different like Priscilla Smith.

The same is true for other technologies that we sometimes trust to give us information.  Just because technology has told us who the message or incoming call is from doesn't mean that the technology is accurate.  It's displaying the name tag it has been given.

Why you can't trust Caller ID

Most phones default to showing their actual phone number in the Caller ID field on mobile phones and phones with displays, but the number can be changed.  That's for two legitimate reasons:
  1. Sometimes companies or individuals want their calls to be returned to another number (such as a company main number or switchboard)
  2. Some phones aren't phones at all, but a set of headphones connected to the internet, or one of many phones on a switchboard.  Therefore it may not have a callback phone number.  Just because it doesn't have a source phone number doesn't mean your phone company won't put the call through.
Though this is allowed because there are legitimate reasons to do this, it's an opportunity for malicious or at least decivious people to change the phone number displayed.  For that reason, Caller ID should never be used as evidence in a court of law that the phone number came from a certain location, and you should always treat Caller ID as a hint about who the caller is rather than as a telephone trace. 

Caller ID is easily fooled, with just a little more knowledge than it takes to handwrite a name tag.

Why you can't trust the From field on email

During the setup of your email program, you are prompted to enter a username, a password, an email address, and your full name.  Most people never give this a second thought, but if you're providing a username and password, why couldn't the email address and full user name be grabbed from the account?  That's because just like Caller ID, there are legitimate reasons for the displayed email address and name to be different from the real source email address:
  1. The account may not have an email address, or be sending an email from a web form tool, so the preferred From address would be a customer service alias or the email address of the tool's developer.
  2. The sender may prefer that all email comes from a company alias and not expose their direct address.
Friends and family sometimes tell me someone must have broken into their email account because someone else received a message from them that they never sent.  The reality is that since the From field of an email can be filled in with almost anything, there are many tools to grab random names and addresses so that decivious or malicious people can send messages without revealing their true name. 

Just because someone received a virus or a scam email from your email address does not necessarily mean that the virus has ever been able to send from your computer or your account. 

Someone your nametag on the floor and decided to put it on.

Monday, December 19, 2011

Giving and Receiving, and Santa Claus

With less than one week to go until Christmas, it's time to talk about giving and receiving.  Usually I use this space to discuss points of view that the people managing a product or service may need to reconsider.  This time I'm going to talk about something that many people should reconsider, and it has nothing to do with the particular benefits of the offering involved.

It may seem cliche, but Christmas is about love and friendship.  It has little to do with receiving and much to do with giving.  Because this is now beginning to sound very boring and predictable, I'm going to now connect these ideas in a way I haven't seen from others.

We provide gifts to each other as a traditional part of the season.  If you're Christian, you may have heard the story of the three wise men, aka the three kings.  The gifts they brought to Jesus on the night he was born were a small example of how much they love God.  Santa Claus provides gifts (arguably) to remind us of the wisdom of these three kings, as one small way they show Jesus their love for God. 

Santa Claus's nice list has little to do whether you pick on your little brother or sister and everything to do with love.  He'll probably overlook minor infractions as long as you demonstrate through your behavior that you love and respect others.  A disregard or hatred of others is the most common reason for getting on the naughty list.

So that's the friendship bit, now giving vs receiving.  Though it of course feels great to be loved and to receive something we've always wanted, the love we show others is more important.  To give is to provide a small demonstration of that love.  It's to provide a physical or monetary manifestation that someone else matters in your life.  Indeed, there are many ways to demonstrate that love besides gifts.

For me, there's no greater gift than to see my gift to them being appreciated.  If I receive no gifts will I feel any less loved?  Will I feel left out?  Not at all.  It's not about me, it's about everyone else.  Though I won't deny that I wish I had an iPad or Android tablet, the greatest gift is seeing my family being happy (heck; the tablet would be a gift for the whole family anyway!). 

So what do I want for Christmas?  Send me thank you cards for what I've given to you.  Those cards are the best gifts in the world.

Friday, September 9, 2011

Correlation is not causation

Product managers have to do a certain amount of statistical research to understand what the perceived benefits of a new product feature will be.  Though we all know that just because two things happen at the same time or sequentially it doesn't mean one causes the other, it's easy to fall into that trap.

For example, I recently got a new water bottle.  I find that when I use it, I drink a lot more water vs going into the break room with a cup or sipping from a prepackaged water bottle (e.g. Crystal Geyser).  If I wanted to market that water bottle, I might look for research about the health benefits of drinking more water.  There was a study done some time ago that claimed drinking more water helps you lose weight.  The study compared groups of people and found that people who drank more water tended to be less prone to obesity than a control group that drank much less.

From this, you might conclude that you can advertise that this water bottle will help people lose weight.  Right?

Well, you may be able to advertise it, but no, it's not ironclad proof of the benefits.  ...and if you didn't see that coming, I'm sure you're not the only one.  It's a correlation - just because they happen at the same time doesn't mean one causes the other.  Suppose the groups were selected based on water consumption per floor of a building.  Suppose the group that drank more water turned out to be health fanatics that eat right, exercise, and believe drinking more water has health benefits, whereas on the comparison floor someone brings in donuts every morning.  The people eat right and exercise regularly.  This too is correlation, not causation, but it does introduce an additional unknown:  what one factor is most responsible for these people being less obese - exercise, diet, drinking more water, or something else? 

Proof of causation requires much more research, so the most common way around this is for the marketing (or legal) team to claim something like "in a study, people who drank more water tended to also be prone to fewer weight problems," which in this case is true, implies a connection, and to be fair, the connection hasn't been proven but hasn't been disproven either.  (some geographies have specific laws about health benefit claims in advertising, so if you're managing a product and claiming there's a health benefit, you'll want to look into that)

Let's use another example -- JibberJobber is a web site that provides tools for organizing a job search.  JibberJobber could advertise that people using their tool tend to get hired sooner than people that track job leads on a spreadsheet.  There may be a causal relationship (it was immensely helpful in my job search a couple of years ago!).  However if you look at their clientele, these people probably would be more organized anyway and often have more skills to help them stay organized, making them more desirable candidates.  It's a fantastic tool, but there's no way to tell whether using JibberJobber actually accelerates the job search, or merely makes it easier to track job leads.

Correlation is not causation.

Wednesday, August 10, 2011

Creating value from Intangibles

Most people learning to play guitar or piano are first taught about chords.  You sing or play the melody with one hand but the harmony is all chords or "oom-pa" harmonization.  The sound is decent, the desired sound is relatively easy to replicate, and the musical score easy to follow. 

However, you will not sound like the original musician.  Take two prime examples (that will make me seem older than I really am):  Billy Joel and James Taylor.  Though they use chords in their performances, most of their notes are individual, with each note building upon and enhancing each other.  Their style is difficult to replicate, yet with practice they easily deliver the same performance at concert after concert.  Occasionally they tweak the song a little, adding a riff here and there to surprise and delight fans, which challenge imitators to keep up.

Product managers in the software industry likewise have many standard tools available to them: Agile methodologies, quality assurance teams with their own methodologies, software developers, channel resellers, APIs for easier integration with partner technologies, websites and sales teams to sell and distribute software, marketing teams, and of the newest component - social media web sites. 

Usually the product requirements are focused on what the software will do, and using musical terms to construct this analogy we'll call this the song melody.  The people involved are the instruments, and the methods employed to organize the effort and create the performance are analogous to the execution of the performance.

Taking the analogy further, the concert experience depends not just on the performer or the score but technicians, lighting and sound technicians, accountants, event planners, transportation crew, ushers, marketing team, and staff local to the venue.  In software products, this is the equivalent of the supporting staff doing customer support, administrative functions, marketing, packaging, integration, and the like.

Perhaps it is no surprise to experienced product managers that there are many pieces to coordinate to create value, but it may be very much a surprise that most product managers are still creating music with chords without taking advantage of the potential for differentiation in how the tune is delivered, and making the product experience difficult to replicate.  Most do not take the time to develop the company expertise in less obvious yet valuable ways the way Billy Joel and James Taylor make every note count.  Others fail to keep the value fresh the way Taylor adds a guitar riff that isn't in the album, making it easy for competitors to replicate the static value proposition and add value of their own.

The point is, software product managers (and really even product managers outside of software and entrepreneurs) have a lot to learn from musicians.  Value differentiation can and should be more than the melody.  It can be in operational excellence, quality, support, sales, marketing, partner technology integration, alignment with suppliers, alignment in the channel, or (and preferably) none of the above usual suspects. 

A product, like a concert, is an experience, with every aspect of it being an opportunity to create value.

#prodmgmt #music #value

Wednesday, May 25, 2011


Dear FedEx, please explain how routing through Tennessee and back again saves me or you time or money:

Tuesday, May 10, 2011

Backing up family home video

Use Case

Tsunamis, earthquakes, floods, fire, tornadoes, and just plain carelessness threaten to destroy our data. Like most “Gen Y” fathers, it’s important to me to preserve family memories digitally to preserve the quality, and though it’s unnerving to hear reports about the short lifespan of our digital media storage media (especially DVDs), I make backups and no two copies are likely to fail in exactly the same way.

My digital memories are stored on commercial-grade hard drives with mirrored RAID, and as soon as I get a SMART alert I start replacing the drives. That’s my first line of defense. Preserving this data is high value for me, and I’m willing to pay more. However, most natural disasters will destroy any two hard drives in the same computer, so to be truly safe, I need to store my files offsite. Given that I do have local copies, I don’t need enterprise grade offsite backup – (if the backup service reports that files are lost, I’ll be annoyed but I will still have another copy and can upload them again).

My digital HD video camera produces high quality video, but the files are large – often over 4GB (which I realize poses a problem for 32-bit applications in that the integer of the file size is over 32 bits!). A family vacation can easily be 10GB. Photos from a birthday party can easily be 50 megabytes with a standard 5 or 8 megapixel digital camera, more if friends share their photos with me. If I have to pay per megabyte, this storage gets expensive quickly. It also becomes time-consuming to back up, so I really only want to do it once. The cost of switching services is high.

In my attempts to address this use case, I tried several backup services to accomplish the job.
MozyA D


Granted this review is a bit dated, but when I started using Carbonite in about 2009, the service worked well, but it was hard to tell.


Carbonite compresses and encrypts the file before transmission, providing security for sensitive documents like Quicken and that password list I share with my wife (that’s probably another missing use case that deserves another post).

Home videos in the gigabyte range backup very slowly, so not having a progress bar made it hard to tell what was going on, and Carbonite tries not to tax the system while it’s in use, meaning it was hard to tell when it was actively sending data to the data center (every time I checked on it, the computer was in use). Carbonite also used a lot of processing power even when it wasn’t transmitting, which I realize contradicts what I just said about not taxing the system, but that was a year or two ago and my memory of that time isn’t all that sharp.

The backup took about 3 months to complete (about 80GB from what I remember). At first, the backup would stop and start over again (? – never could get a straight answer from Support on whether that’s what was going on) if the machine suspended, so I left it running all the time. It increased my electricity bill substantially but I got a lot of BOINC work units done in the process.

My switch from Windows XP to Windows 7 was a bit rocky, but I got through it. The experience with switching to Windows 7 is what drove me to consider alternatives.

Loyalty and Referral Program

The business model allowed me to get additional months for free if I recommended my friends, but Carbonite is bundle with every new computer out there and well-advertised, so I never got bonus months out of it. I sent my friends links to the software, and they found they already had it installed on their new PCs, or they Googled it and found it quite easily. Finding my email again and clicking the link was higher effort than using the software they already had, or they didn’t really have the need to backup. Good tactic, but in reality, not much value for the referrer, and the new customer gets the same deal that they would get clicking on the icon on their HP notebook’s desktop.


Though I felt the support team was giving me canned answers most of the time and I questioned their response to me that the bottleneck was on my end (“Try deselecting files in your backup” “Don’t backup videos” “Try not backing up files over 4GB”), they wereresponsive at least. …and I understand that large files take time, so yes, I could try not backing up videos, but that’s probably the most important thing I want to preserve!



Mozy was the best. The software worked well, it was affordable, I didn’t need to contact support at all – it just worked. Best of all, I could easily see the backup progress. Yes, It took forever to send the large files, but I could backup what I needed to backup. The software was invisible.

It was so invisible that I forgot I had it installed until late February, when it informed me that the Unlimited data plan was being discontinued. I would have been willing to pay more for Mozy to keep the unlimited plan and not have to start over with a new service, but Mozy was apparently no longer interested in my business.

Loyalty and Referral Program

I think they had a loyalty program comparable to Carbonite’s, but I’m not really sure. Again, the service was so invisible that I forgot it was even there. When friends and relatives asked me about backup services, I told them about Mozy of course.  I was referring them even without the benefits of the referral program.


I chose Mozy because others had reported the support was excellent and the product was great. I never needed to use Mozy’s technical support because it was so fantastic.

When Mozy decided to end the unlimited plan, they gave me a month to decrease the data I had stored down to 50 GB, but now having over twice that in family pictures and video, that was an unreasonable ask. After freezing my account, they gave me another month before deleting my data.

For people with lesser needs, I’ll certainly recommend Mozy, but they no longer meet my needs.

In one line or less: LiveDrive is not suitable, and borderline scam quality. The configuration settings don't work, support response time is lengthy, and they don’t honor their trial policy.  Read on for the whole story.

I’d had such a tough time with Carbonite’s technology that “the devil you know is better than the devil you don’t know” just didn’t hold for me, so I looked for alternatives. LiveDrive was available through and through, so I thought it would be worth trying. The price was reasonable, they had an unlimited data plan, and they were offering a 45-day trial.

During the signup process, (and I have to give their Sales team some credit for thinking of this), they offered me the opportunity to upgrade to a prepaid 3 year plan with substantial discounts. I would still have 30 days to cancel. I figured that probably would be enough time to decide whether or not the service would work out for me, and again, I hate switching because it takes so long to do the initial backup, so whatever I choose I'll stick with for a long time.

Technology and Lack of support

As I mentioned before, the highest priority backups are HD home videos of my family, which are quite large. So it took me about 3 weeks to realize that it was backing up, yes, some of my multi-gigabyte home movies, but also a lot of other movies that I had purposely deselected and excluded. These are videos that are available from a subscription service that can always be downloaded again later, so they just take up precious time and electricity to back it up.

LiveDrive was also continuously distracted by BOINC. BOINC is constantly changing files because it’s working on new work units with my spare processor power, solving world hunger and finding cures for cancer. …and LiveDrive felt the need to back up all of those files as they changed, even though the directory had been excluded.

Not only that, but it was backing the same files over and over again (even the ones that weren’t changing). I tried changing some settings to exclude those directories, but that didn’t change LiveDrive’s behavior. With a few days to spare of the 30 day trial (and again, not really wanting to change and figuring we could work this out), I contacted LiveDrive support by email, and said if we couldn't figure this out, I would have to cancel.

After a couple of days I called them in the UK, pressed “1” for support, and immediately got disconnected. Thinking it was a fluke, I tried a few more times, same results.

I let it go past the end of the trial because this is such an obvious problem – no one could possibly build a business around this when the software keeps starting over and backing up the same files, right? …and I really don’t want to switch - it's already backed up 20 Gigs or so that I don't want to have to backup again.

After two weeks went by with no response from the support team, I called my credit card company and asked them to help me get a refund. I went to to ask someone to recommend an alternative, and started backing things up with a new service.

One month after my original support request, I finally got a response from support and was informed that they would not be issuing a refund because I’d gone past the trial period. I tried to negotiate with them and get at least a portion of the $160 I’d spent for 3 years, and they refused. They don’t offer telephone technical support, and if I wanted to come back and troubleshoot some more, they would do that, but I would not be getting my money back, or even a portion of that. It’s against policy. Yes, they acknowledged I did contact them about the problem within the trial period, but 2 days isn’t reasonable turnaround time, so they won’t honor the terms of the trial.

I’m a businessman. I understand why web-based software services built on the SaaS model are reluctant to provide refunds.  I acknowledge that I didn’t give them a week to fix the problem, and I acknowledge that I knew they had policies against providing refunds outside the trial period.

However I also understand the value of happy customers, and more importantly, the threat of angry customers. If I were in their shoes, I would offer to refund all but 1 month or even 1 year. I would attempt to grow the customer base through word of mouth like Carbonite was doing.

This seems to be the opposite model.  Ignore the customer for as long as possible, wait for them to try something else, don't offer to negotiate, and make them just hopping mad.  Well, if that was the goal, it worked.  I am hoping my credit card company can do something to help recover a portion of this.

I very strongly recommend against using this service.


Someone on / Aardvark recommended this service to me. Like the other services, by default it wants to backup everything, and offers exclusion by file extension and/or by directory. Though I feel BackBlaze is not making nearly as much progress as Mozy did in the same time in terms of gigabytes backed up, the service can be interrupted, doesn’t backup the same files over and over again, honors its exclusion lists, and my DSL modem is constantly blinking. Like Mozy, it doesn’t tax the system and I forget it’s even there.

I’m reluctant to give it an A just yet because I haven’t seen how they try to resolve customer problems and I reserve A’s for the truly exceptional services, but so far so good.


I work for Symantec (note: the opinions stated here are solely my own and do not represent the views of Symantec), and feel I should give an obligatory nod to Symantec’s own consumer online backup service. Norton Online Backup does offer storage space for an annual fee, but its limitation of 25GB makes it unsuitable for this use case.

I may consider them if they start offering mobile backup services.

At work, I use Backup Exec to keep a spare copy of my entire hard drive.  This is similar to my RAID solution at home, and works great for a laptop solution, though not ideal if an earthquake strikes while I'm in the office.


Adobe also has a backup solution that works with Photoshop Elements to backup pictures, but it's not really designed for large home videos, and it's much more expensive.


One thing not mentioned above is that when choosing other services, I was also looking for a service that would let me backup files from my mobile device. MyBackup Pro is my current mobile data backup solution, but there is value in reducing complexity and having just one vendor managing my data.  No such vendor currently exists.


One thing that none of the services can do is to jumpstart that initial backup by being able to e.g. mail a hard drive (which I'd be willing to do just to have an offsite copy). All of the services claim that the initial backup takes a few weeks, but for me it takes a few months.
  • Carbonite probably has addressed my biggest complaints by now and is worth revisiting.
  • Mozy’s unlimited data storage service was excellent, but is now discontinued.  They no longer have a solution that meets my needs.
  • LiveDrive should be blacklisted.
  • BackBlaze seems to be the closest thing to an ideal solution.  A little sluggish perhaps, but it works.
  • Symantec and Adobe are trusted brand names that could build market share quickly, but don't currently address this use case.