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Rajiv Nair - @rajeev_nair_tw
Adarsh - @aadarsh__
What forms your Backlog?
ü New Features
ü Defects
ü Code Refactors, Redesigns, Technology Upgrades
Backlog - Challenges
Flickr photo courtesy - Jaaron
Backlog - Challenges
Backlog - Challenges
Need for a Refined Backlog
ü  Value Maximization
ü  Balance
ü  Business Alignment
Steve Scale
Research
Intuitive
Concept Triage
Concept Triage - What?
ü  What ?
Product Sponsor/Owner is responsible
for creating a business case that
demonstrates why we should do a
project and where the business value is
derived from.
Concept Triage - How?
ü  How is it done ?
PO/Business presents the case to a larger
audience. Like pitching a new Idea to a
bunch of VC’s…
Concept Triage - Who?
ü  Who is involved?
–  PO’s,
–  Tech leads,
–  BA’s,
–  QA’s,
–  Marketing,
–  Ops,
–  IS
–  Legal
–  Compliance
Concept Triage - Key Inputs
ü  Problem/Opportunity Statement
–  Implementation approach should be avoided as much as possible.
ü  Financial (Business Case & Business Value)
–  Regulatory/Mandatory
–  Maintenance/Replacement
–  Enhancements
–  ROI Projects
–  Risk Mitigation
–  Client Funded
Concept Triage - Key Inputs
ü  Key Drivers
–  Why should this feature be in our Product
ü  Benefit Analysis
–  Increases or protects Revenue
–  Increases or protects Cash Flow
–  Decreases or protects Cost in line with Company Strategy
ü  Success Criteria
–  how would we define success
–  This should tie directly back to the benefit analysis
Concept Triage - Key Inputs
ü  Trade Offs
BudgetMost
negotiatiable
Least
negotiatiable
TimeMost
negotiatiable
Least
negotiatiable
Most
negotiatiable
Least
negotiatiable
Scope
Most
negotiatiable
Least
negotiatiable
QualityMost
negotiatiable
Least
negotiatiable
Customer Experience
Concept Triage - Key Outputs
ü  T-Shirt Size(s)
ü  Concept Evaluation Recommendation
–  Can this concept go to discovery
–  Back to the customer for more feedback
–  If the business case doesn't match the high level T-Shirt size, call it out now, rather than
recommending a full discovery.
T-Shirt Cost (Lower) Iterations Cost (Upper) Iterations Band Size
XXS < £25,000 0.5 £25,000
XS £25,000 0.5 £50,000 1 £25,000
S £50,000 1 £100,000 2 £50,000
M £100,000 2 £250,000 5 £150,000
L £250,000 5 £500,000 10 £250,000
XL £500,000 10 £1,000,000 20 £500,000
XXL £1,000,000 20 £2,000,000 40 £1,000,000
E > £2,000,000 40
Concept Triage
ü  Ideas get questioned
ü  Business case gets validated
ü  Involvement of business, IT,
compliance, IS
ü  Rough idea of size & cost
ü  Collective Wisdom!
Concept Triage
ü  Good ideas may get trashed
due to cost
ü  Another process before
development
Customer Insights
Customer Insights - What
ü  What ?
–  Include customers in the process
of Refining Backlog. Engage
customers until you get to
understand the minimum set of
features required to satisfy what
you try to achieve/what the
customer need.
Customer Insights - How
ü  How is it done ?
–  A simple communication is sent to customers
briefing them about the new product/
Feature - what the feature does and why
it exists - what are the features and
benefits
–  Ask for their interest or feedback about a
product (yet to be launched).
–  A twitter handler is created and
circulated to understand market sentiments
Silver
Users
Platinum Users
Gold Users
48+ tx in
12mnts6 - 12+
trxn in
12months
12 - 48+
trxn in
12months
ü  Who is involved?
–  PO's.
–  Marketing Team
–  Customers (Platinum or gold customers)
–  Internal Employees
Customer Insights - How
Customer Insights - Pros
ü  Tap the loyal customer base who
are power users
ü  Feedback valuable and as they
will use n market the product
ü  fleshing out the concept and
achieving clarity of thought
about what we will ultimately
go off and build
Customer Insights - Pros
ü  One section of users are
ignored
ü  Customers do not like to fill
surveys without incentive
ü  People may not really know
What they want
The Systemico Model
Source : http://barryoreilly.com/
Common anti patterns
ü  	
  Focus on managing cost and
not value.
ü  Prioritize with size as the
most important input.
	
  
	
  
We create value !
But	
  how do we prioritize value ?
Sytemico model
User goals
“I want to login”
“I want to search for tickets”
“I want to select different delivery options”
User engagement
ü  Core
–  Functionality that satisfies users’ basic needs 	
  
ü  Use
–  Enhanced functionality that increases the usability of the product
ü  Engage
–  Functionality that draws the user to interact with the product 	
  
ü  Explore
–  Functionality that entices the user to go beyond simple interactions
Applying user stories to the Systemico model
Example
That’s what we need to build !!
That’s when we will build !
Systemico : Pros
ü  Provides additional dimensions
which helps in prioritization
ü  Very useful when there is little
validated learning in the product
space
Systemico : Cons
ü  May not be the best framework
for matured products
Lets recap..
Concept Triage Customer Insights Systemico Model
What ? Present the business
case
Seek feedback
from actual users
Prioritize value
How ? Like you pitch to a
VC
Email campaigns,
Social media
User goal & User
engagement
Ideas gets
questioned & sized
Feedback from
early adapters/power
users
Additional dimensions
Too much focus on
cost
Feedback limited to
the chosen customer
set
Matured products ?
Thank You!
http://dilbert.com/strips/comic/2007-05-10/

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Backlog Refinery - Adarsh Sridhar and Rajeev Nair, ThoughtWorks

  • 1. Rajiv Nair - @rajeev_nair_tw Adarsh - @aadarsh__
  • 2. What forms your Backlog? ü New Features ü Defects ü Code Refactors, Redesigns, Technology Upgrades
  • 3. Backlog - Challenges Flickr photo courtesy - Jaaron
  • 6. Need for a Refined Backlog ü  Value Maximization ü  Balance ü  Business Alignment
  • 9. Concept Triage - What? ü  What ? Product Sponsor/Owner is responsible for creating a business case that demonstrates why we should do a project and where the business value is derived from.
  • 10. Concept Triage - How? ü  How is it done ? PO/Business presents the case to a larger audience. Like pitching a new Idea to a bunch of VC’s…
  • 11. Concept Triage - Who? ü  Who is involved? –  PO’s, –  Tech leads, –  BA’s, –  QA’s, –  Marketing, –  Ops, –  IS –  Legal –  Compliance
  • 12. Concept Triage - Key Inputs ü  Problem/Opportunity Statement –  Implementation approach should be avoided as much as possible. ü  Financial (Business Case & Business Value) –  Regulatory/Mandatory –  Maintenance/Replacement –  Enhancements –  ROI Projects –  Risk Mitigation –  Client Funded
  • 13. Concept Triage - Key Inputs ü  Key Drivers –  Why should this feature be in our Product ü  Benefit Analysis –  Increases or protects Revenue –  Increases or protects Cash Flow –  Decreases or protects Cost in line with Company Strategy ü  Success Criteria –  how would we define success –  This should tie directly back to the benefit analysis
  • 14. Concept Triage - Key Inputs ü  Trade Offs BudgetMost negotiatiable Least negotiatiable TimeMost negotiatiable Least negotiatiable Most negotiatiable Least negotiatiable Scope Most negotiatiable Least negotiatiable QualityMost negotiatiable Least negotiatiable Customer Experience
  • 15. Concept Triage - Key Outputs ü  T-Shirt Size(s) ü  Concept Evaluation Recommendation –  Can this concept go to discovery –  Back to the customer for more feedback –  If the business case doesn't match the high level T-Shirt size, call it out now, rather than recommending a full discovery. T-Shirt Cost (Lower) Iterations Cost (Upper) Iterations Band Size XXS < £25,000 0.5 £25,000 XS £25,000 0.5 £50,000 1 £25,000 S £50,000 1 £100,000 2 £50,000 M £100,000 2 £250,000 5 £150,000 L £250,000 5 £500,000 10 £250,000 XL £500,000 10 £1,000,000 20 £500,000 XXL £1,000,000 20 £2,000,000 40 £1,000,000 E > £2,000,000 40
  • 16. Concept Triage ü  Ideas get questioned ü  Business case gets validated ü  Involvement of business, IT, compliance, IS ü  Rough idea of size & cost ü  Collective Wisdom!
  • 17. Concept Triage ü  Good ideas may get trashed due to cost ü  Another process before development
  • 19. Customer Insights - What ü  What ? –  Include customers in the process of Refining Backlog. Engage customers until you get to understand the minimum set of features required to satisfy what you try to achieve/what the customer need.
  • 20. Customer Insights - How ü  How is it done ? –  A simple communication is sent to customers briefing them about the new product/ Feature - what the feature does and why it exists - what are the features and benefits –  Ask for their interest or feedback about a product (yet to be launched). –  A twitter handler is created and circulated to understand market sentiments
  • 21. Silver Users Platinum Users Gold Users 48+ tx in 12mnts6 - 12+ trxn in 12months 12 - 48+ trxn in 12months ü  Who is involved? –  PO's. –  Marketing Team –  Customers (Platinum or gold customers) –  Internal Employees Customer Insights - How
  • 22. Customer Insights - Pros ü  Tap the loyal customer base who are power users ü  Feedback valuable and as they will use n market the product ü  fleshing out the concept and achieving clarity of thought about what we will ultimately go off and build
  • 23. Customer Insights - Pros ü  One section of users are ignored ü  Customers do not like to fill surveys without incentive ü  People may not really know What they want
  • 24. The Systemico Model Source : http://barryoreilly.com/
  • 25. Common anti patterns ü   Focus on managing cost and not value. ü  Prioritize with size as the most important input.    
  • 27. But  how do we prioritize value ?
  • 29. User goals “I want to login” “I want to search for tickets” “I want to select different delivery options”
  • 30. User engagement ü  Core –  Functionality that satisfies users’ basic needs   ü  Use –  Enhanced functionality that increases the usability of the product ü  Engage –  Functionality that draws the user to interact with the product   ü  Explore –  Functionality that entices the user to go beyond simple interactions
  • 31. Applying user stories to the Systemico model
  • 33. That’s what we need to build !!
  • 34. That’s when we will build !
  • 35. Systemico : Pros ü  Provides additional dimensions which helps in prioritization ü  Very useful when there is little validated learning in the product space
  • 36. Systemico : Cons ü  May not be the best framework for matured products
  • 37. Lets recap.. Concept Triage Customer Insights Systemico Model What ? Present the business case Seek feedback from actual users Prioritize value How ? Like you pitch to a VC Email campaigns, Social media User goal & User engagement Ideas gets questioned & sized Feedback from early adapters/power users Additional dimensions Too much focus on cost Feedback limited to the chosen customer set Matured products ?