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The 5 Types of Beta Testing Programs and Why 4 of Them Suck

by The Cranky Product Manager on December 18, 2008

in Beta Testing

Let the Cranky Product Manager remind you all of the purpose of  Beta testing programs:  To get customers to actually use your about-to-be-released software.  Why? To find and fix problems that would not have been found by internal-only testing.

So WHY then, WHY(!?) do so many so-called Beta testing programs seem explicitly designed to PREVENT this type of feedback?

Let the Cranky Product Manager classify and explain the different types of Beta programs, of which the vast majority  do NOTHING to improve product quality or identify customer issues.

1. The “Don’t You Dare Complain Because This is Free” Beta

This type of Beta is otherwise known as the “Google Beta”.  An Example? Take Google Gmail, which put out its Beta release on April 1, 2004.  As of this writing in December 2008, 4.5 years later, Gmail is still officially in Beta, with no word for an official release. Ever. 
Clearly, the purpose of this type of Beta is NOT to collect customer feedback.  More likely, the “Beta” designation is a euphemism for “No Support. Take It Or Leave It. Don’t Complain To Us If It Doesn’t Work Because It’s Free.”
If there is no mechanism in place to actively contact Beta customers and solicit their feedback (as opposed to just relying on them to send messages to a forum or send YOU an email), and if there is no path to ever release this product, well it’s a “Don’t Complain Because It’s Free” Beta.

2. The Paper Beta

This is where a company has a ridiculously short Beta period, and as a result recruits very few (if any) test customers and thus gets very little feedback.  The whole goal here is to NOT uncover issues.  Instead it is to push a piece of crap out of the door on a certain date, regardless of (lack of) quality, while still being able to honestly look customers in the eye and tell them your product was Beta tested.  Because, yes, savvy customers ask that. 

(Even savvier customers ask how big the Beta program is, how many customers participated, how long it lasted, and how many issues were uncovered and subsequently fixed.)

Result?  There is no real effort to sincerely, honestly collect feedback.  And any feedback uncovered will probably be ignored – because “it’s too late to fix it now.” Bugs will be filed, and possibly, MAYBE, they’ll be addressed in the next production release.

If your Beta uncovers less than 10 issues or is less than 4 weeks long, congratulations, you had a Paper Beta.

WARNING: Running a Paper Beta will DOOM your efforts to recruit customers for any future Beta program – Paper or not. The few customers that do participate be incensed that they spent time installing, testing, and providing feedback on your software, only to have their issues summarily ignored and potentially never fixed.

3. The “Agile” Beta

Allergic to any form of process, some Agile proponents will claim their awesome methodology eliminates the need for expensive Beta programs.  Why? Because, supposedly, with Agile the product is “Beta every day,” or at least it is at the end of each sprint or iteration.  And part and parcel of the Agile philosophy is getting direct customer feedback throughout the entire development process. Ergo, the claim that no Beta Program is needed.

All this is fine and good, but it still does not obviate the need for a Beta program.  Because without getting actual product into the hands of actual customers, you won’t uncover the problems that can’t be uncovered in internal-only testing.  It is ESSENTIAL that the customer actually attempt to use the software ON THEIR OWN, for things THEY actually want to do. If they don’t and you just provide a demo or screenshots (as is often the case for Agile-style “in process” customer feedback), well TOO BAD it doesn’t count.

How did you get into this sad situation?  Most likely, it’s because you’re letting the Development organization push you around.  Because, after all, if the Beta program is eliminated, their jobs become easier and less work. Plus, they can now push their risky bug fixes to the very last minute – as in minutes before that “final build.”  This is extremely dangerous yet happens all too often. 

4. The Haphazard Beta

The Haphazard Beta is one where you get the product to a particular state, claim it’s Beta, and THEN try to figure out (last minute!) how to actually recruit some customers and get some usable feedback.   There’s no organization, and no directed attempt to collect and quantify feedback. 

It’s a mess. A big loosey-goosey, panicky mess. 

And it’s your fault, Product Manager. Your fault.

If you had been on the ball and actually done some recruiting ahead of time, along with a smidge of planning about how to collect and handle issues, well you might have actually had a REAL Beta. Alas, it’s too late to fix it all now. So hold on tight, pray you don’t lose your job, and promise to do better next time.

5. The Real Beta

This is the Beta program done right.  Real customers and prospects actually use the software and identify issues (at the bug level, workflow level, and higher levels) that you could not have found on your own. 

And THEN… here’s the kicker…. you actually DO something about the issues they find.  That is, YOU ACTUALLY MAKE CHANGES.  You fix the bugs.  You fix the work flows… You learn how to make your product better. 

And it all goes smoothly.

You have recruited enough customers – in both number and variety - to accurately represent your target market.  You have enough time to fix their issues.  You care enough about putting out a quality product that the final product is something that you can be proud of – something that won’t create a PR disaster requiring a zillion-dollar advertising Band-aid, like the well-known disaster below…

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Badness All Around

by The Cranky Product Manager on November 18, 2008

in The PM Profession

Badness abounds. 

Like many (most?) software companies, DysfunctoSoft is goin’ through some hard times. Q3 sales sucked and then that whole October-through-now financial meltdown thing happened.

So the axe fell. And as it often does, the head-cutting machete hit Product Management extraordinarily and disproportionately hard.

(Out of respect for fallen comrades, the Cranky Product Manager will not be making any of her signature lame attempts at humor in this here blog post.)

The Cranky Product Manager had to lay off one of her team members. This really sucked. Big Time. The guy was a really good PM – he was absolutely fantastic with the Sales team, although less so with Development.  But, alas, the Cranky Product Manager is also really good with Sales, and less so with Development. Thus, she needed to keep the dev-focused Product Managers instead.  

(Lesson: If your strengths and weaknesses are the same as your boss, your boss will adore you and “get” you, but might lay you off more readily.)

When the dust settled after DysfunctoSoft’s Week of Carnage, one third of the entire product management team was gone.  Much worse than Sales. Far better than IT.

All this badness got the Cranky Product Manager making lists and rating stuff.  She now presents her list of software company job functions, ordered from most likely to be canned in bad times to least likely.

MOST LIKELY TO BE LAID OFF IN A BAD ECONOMY

  1. Recruiting
  2. Internal Training
  3. IT
  4. Customer Support
  5. Documentation
  6. Product Management
  7. Marketing (PR, Corporate, Events, Website, Lead Generation, Analyst Relations, …)
  8. Product Marketing
  9. QA
  10. Professional Services
  11. Development
  12. Human Resources (need someone around to help cut those heads)
  13. Telesales / Inside Sales
  14. Investor Relations
  15. Sales Reps & Sales Engineering
  16. Finance (because the CFO wields the axe but spares his own team)
  17. Legal

LEAST LIKELY TO BE LAID OFF IN A BAD ECONOMY

Conclusion: Product Management is cut much too early and too deeply compared to other functions, especially when you take into account how critically important good product management is to the success of the company.  The Cranky PM is no finance expert, but she’s been told this is because PM often falls under the “R&D” cost bucket on the income statement, and thus competes with Engineering and QA for funds, even if Product Management does not report to Engineering and is in its own Products organization. In contrast,  Marketing falls under the usually much bigger and more fungible “SG&A” cost bucket.

Is this right? The Cranky Product Manager would appreciate any corrections or comments on this.

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WTF Refactoring

November 5, 2008

Scene: War Room. 2 days until Code Freeze.
LEAD DEVELOPER:
So, unfortunately, we’re going to have to pull FavoriteFeature out of the release in order to meet the schedule.
THE CRANKY PRODUCT MANAGER:
Huh? That feature’s been in the product for 3 releases now. Customers love it. Why do we have to pull it?
LEAD DEVELOPER:
Well, we had to refactor [...]

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Caption Contest: The Clockwork Mouse (The Seven Types of Software Engineers)

October 29, 2008

Reader Eric submitted this addendum to the original “The 6 Types of Software Engineer.” The Cranky Product Manager liked it so much, she changed the name of the series to “7 Types of Software Engineers.”
Submit captions for this cartoon of “The Clockwork Mouse” in this post’s comments. And don’t forget to submit captions for [...]

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Caption Contest: The Teflon-gineer (The Seven Types of Software Engineers)

October 29, 2008

Submit captions for this cartoon of “The Teflong-gineer” in this post’s comments.  And don’t forget to submit captions for the other Software Engineer Types as well…
The Teflon-gineer
The Teflon-gineer will do anything to reduce his work. If you’ve asked for a sports car, this engineer will try his/her damnedest to meet your requirements with a Model [...]

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Customer Self Sabotage

October 23, 2008

The Cranky Product Manager flew many miles, suffering through innumerable connections, delays, malnourishing food, and indignities heaped upon her by TSA officials. All to interview this fantastic new customer that just spent a huge wad of cash to buy DysfunctoCrank. Even better, this new customer represented a new and potentially very lucrative market segment. With [...]

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Poll Results: Software Development Methodologies (Agile vs Waterfall)

October 10, 2008

Big thanks to the 119 of you who deigned to answer to the Cranky Product Manager’s lil’ Facebook poll on software development methodologies. The poll is now closed.
While this is hardly a scientific poll, the results show a HUGE change in software development methodologies between now (2008) and two years ago (2006).

In 2006, you [...]

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The Engineering VP Who Couldn’t “Get” Product Positioning

October 6, 2008

The Cranky Product Manager has taken up grinding her teeth once again.  It’s the frustration. From dealing with Development.  What is it this time?  Well, let the CPM explain.
The Cranky PM is sure that most of her product management brethren are familiar with that oft-cited formula for a product positioning statement:
For [target customer], who wants/needs [...]

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The Engineering VP Who Couldn't "Get" Product Positioning

October 6, 2008

The Cranky Product Manager has taken up grinding her teeth once again.  It’s the frustration. From dealing with Development.  What is it this time?  Well, let the CPM explain.
The Cranky PM is sure that most of her product management brethren are familiar with that oft-cited formula for a product positioning statement:
For [target customer], who wants/needs [...]

Read the full article →

Following Up: Customer Advisory Groups

October 2, 2008

Following up on yesterday’s post on Customer Advisory Groups/Boards/Councils, you should realize that the Cranky Product Manager is hardly the definitive authority on the subject. So she thought she’d ask you all to contribute your wisdom.

What are your thoughts on the effectiveness of Customer Advisory Groups?
Any tips/tricks on how to get the most bang [...]

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