Choosing a Digital Transformation Agency: 5 Factors to Consider

Frustrated with technology in your brand’s workflow? Wishing for more business insights? Need a better way to appeal to consumers? Finding the right agency for digital transformation an accelerate your business and innovation goals so that your brand operates more efficiently than ever before.

By doing a quick Google search, you’ll find that there are a plethora of digital transformation agencies to choose from. Doing an audit of your current workflows, honing in on goals and organizing objectives will help you choose the right partner.

Feel a little overwhelmed by your options? We’ve got you covered.

What Will a Digital Transformation Agency Do for My Brand?

When it comes to problematic workflows and less than ideal technology, a digital transformation partner can revolutionize your brand’s digital footprint.

A few improvements to expect include:

  • An optimized user’s journey
  • A more agile business model
  • Become an innovative pioneer in your vertical
  • Increase transparency and communication
  • Analyze more data at a larger scale
  • Implement data-driven business solutions
  • A sense of empowerment from reliable technology
  • Build a strategic future roadmap

First Things First: Identify Goals

Digital transformation takes into account your current workflows, your customer experience and culture to improve your way of doing things. Using technology, the right digital transformation firm will transform your business.

Before researching the right digital transformation agency, it’s crucial to hone in on your goals. Just a few things to outline include:

  • Budget
  • Areas of your workflow that are problematic
  • Timeline
  • Customer feedback and ideas about areas of improvement
  • Team members who will manage this project
  • Outdated technology

What to Look for in a Digital Transformation Agency

1. Case Studies

Case studies are the best way to get a feel for an agency’s past work and brand alignment. They offer social proof of a digital transformation agency’s experience in your brand’s niche.

You can find case studies on the company’s website and/or you can ask for them from their sales team.

Don’t look for big name brands. Rather, look for a brand fit and proven solutions that are similar to your brand’s needs. Peruse the challenge that the brands in the case studies faced and the solution the digital transformation agency implemented. Do these things line up with your own goals?

2. Scalability

A common pain point that digital transformation agencies solve is overcoming growing pains when scaling your workflows. So be sure to vet your potential partners for the ability to scale the technology solutions they implement.

One of the biggest reasons that brands seek out a digital transformation partner is because they grow too big for their way of doing things and know there is a better solution out there. In order to not run into the same problem again, it’s crucial that your agency can easily scale the solutions they implement.

3. Workflow and Industry Knowledge

Digital transformation is necessary in all industries. So it’s crucial that your partner is familiar with your brand’s objectives and workflows.

Before activating a digital transformation agency, don’t hesitate to ask them interview style questions to determine if their experience is a good fit with your brand. The key question being have they developed or implemented solutions similar to what you’re trying to do at your brand?

It’s a big step to know you need a digital transformation agency and an even bigger step to find someone who is familiar with your industry.

4. Flexibility

It’s important for your digital transformation partner to be flexible in their approach to creating solutions for your brand. Oftentimes, issues will surface mid-project so it’s imperative that the agency you choose is used to being flexible.

Digital transformation should occur based on business needs and not a rigid set of black and white rules. It’s all about adaptation throughout the partnership.

A Technical and Creative Balance

Digital transformation embraces technical knowledge and a creative mindset. Look to your potential digital transformation partners for the implementation of both ends of the spectrum.

Your digital transformation agency should excel in tech solutions but don’t overlook the power of creativity involved. Upon choosing an agency, you will get a dedicated team so be sure that it is diverse and experienced throughout the vetting process.

Starting Your Search for a Digital Transformation Partner?

If you’re looking for a digital transformation partner, Robots & Pencils has the expertise to help. Want proof? We’ve been featured on the Constellation ShortList™in the Digital Transformation Services (DTX): Global category for four years running! Email hello@robotsandpencils.com to start the conversation today.

The Burden of Ignored Tech Debt — and a Better Path Forward for POs

Technical debt 🏦 is often accumulated and ignored in software projects that are struggling with quality, timelines, and expectations. Instead, teams focus on fixing bugs, adding new features, and building quickly. Ignored tech debt is like a monster 👹 that the business knows exists but that it is afraid to talk about 🫣. This monster only becomes a priority when it becomes a blocker or costs more money. Until then, the business assumes that the team will simply learn to live with it.

In the meantime, the engineering team 🤹 has to work on a superficially stable 😵‍💫 product. They patch up 🩹 and build new features 🏗️ on an already leaky product. The team may say technical debt is stopping them from building features X, Y, and Z. They can only deliver X1 and Y1. Some Product Owners (POs) may find an alternative path to squeeze the feature set into the release. They think they’ve achieved the impossible 🥳. In reality, ignoring team feedback is a 🧨 mistake that lowers morale and trust. Over time, you end up with an unhappy, 😖 less motivated team.

Prioritizing a Collaborative Product Experience

As POs, we prioritize the customer experience. But our responsibility extends beyond users 🧑 and the business. We must include our engineering team 🤹 and other stakeholders. Once you consider everyone, you will notice the rough edges and gaps. We must assess the gaps in our process, discuss, and create a plan 📝. We need to focus on the immediate and larger gaps, and set timelines to address others. The earlier we resolve these problems, the better.

Collaborative Product Experience diagram

I have come to realize by focusing on the collaborative product experience, including all primary stakeholders, and not just the customer experience, we can create a better outcome 📈 for all. We must set aside time on our roadmap 🌎 to review and address technical debt. Give time between releases for teams to recharge themselves 🏖️, reflect on their work, and come up with ways to improve the collaborative product experience 💡. It’s possible that tech debt is not the monster 👻 we always thought it was. Or, perhaps worse, we’ll find that by ignoring tech debt for so long that it was us who made it into a monster 👹. You will never know until you look.

Understanding Ignored Tech Debt

If you want to know the type of monster you are dealing with, keep reading. Here are some steps I suggest to deal with ignored tech debt.

Allow the development team to conduct a technical audit to identify and compile a list of tech debt items. 

This process can be time-consuming, especially for teams that work on legacy infrastructure, unstable products, or systems where tech has not not been actively managed. Product owners can focus the team’s efforts by providing specific goals for the next few releases or for the year ahead, allowing the development team to review connected pieces and identify potential blockers.

Work together to understand the business impact, development impact, and cost of fixing each item. 

Use a simple scale, such as small, medium, large, and extra large, to categorize the ignored tech debt. Development impact refers to the effect of tech debt on the product from a technical point of view, the development team’s job satisfaction, and the team’s morale. You may also consider other factors relevant to your development team.

Map tech debt items on a chart against business and development impact. 

The size of the circle should correspond to the cost of fixing. This will help you to prioritize which tech debt items to address first.

Mapping ignored tech debt

Address debt with high business and high development impact first. 

For example, this could be a mobile app or site that not only frustrates users and leads to lost revenue, but also slows down development. Everyone should be motivated to eliminate small and medium-size circles within the current development cycle, but larger circles may require a conversation. Collaborate with the business and development teams to understand tech debt impact and if larger circles can be split into smaller ones. Resolve as much tech debt as possible while meeting release goals, and ensure everyone understands the cost of delaying or not fixing tech debt. Develop an action plan and timeline for revisiting remaining debt and make space for these items on the product roadmap.

Prioritize items with low development impact but high business impact based on potential impact on the user experience or business goals. 

An outdated payment processing system is an example of such tech debt. It may not directly affect the development team but can cause users and the business to suffer. These items may surface in the future as feature requests, so it’s crucial to address them sooner when the impact is smaller rather than later. Categorize and prioritize these items based on their impact on the business and development, and create an action plan to address them.

Next, focus on tech debt with high development impact but low business impact. 

While these items may not directly affect the business goals, they can have a significant impact on the development team’s ability to deliver quality products. Examples of such tech debt include code refactoring, code optimization, and writing unit tests. To prioritize these items, work with the development team to understand their impact and estimate the cost of fixing them. Then, identify a use case or scenario that demonstrates the value of addressing the tech debt, and present it to the business stakeholders.

For example, you can show how refactoring a piece of code can improve performance and reduce risk in future releases. It’s important to approach these conversations with empathy and understanding. Your goal is to help the business stakeholders see the long-term benefits of addressing the tech debt. By investing in the development team’s productivity and morale, you can help them deliver better products faster with higher quality and confidence.

Save low development and low business impact debt to address last. 

While these items may seem trivial, they can still add up. For example, the unused code or feature in the product clutters the codebase and might make it difficult to maintain over time. In this category, evaluate each item and consider its long-term impact on the product. Start with those that are strongly connected to the product roadmap and goals for the year. For the remaining items, analyze and understand what happens if these tech debts are not fixed in a year. If the answer is little to no change in size and impact, carry them over to the next year. But if ignoring the debt increases its impact, prioritize and create an action plan.

Long-Term Benefits for All

Remember, it’s important to regularly review and address tech debt during your product development process. This helps maintain the health and stability of your product. It also ensures that the development team can work efficiently and effectively. By prioritizing and addressing previously ignored tech debt, you can create a culture of continuous improvement and quality. As a result, you’ll deliver a better collaborative product experience. Ultimately, a positive and motivated team is essential for the success 🌟 of any project, and it is our responsibility as POs to ensure this. Do the right thing for your people and product.

This post was contributed by Rushi Pol, the Product Owner Craft Steward at Robots & Pencils.

The Joy of Exploratory Testing

If you’re wondering whether your software is working as well as it could, I’m going to tell you how to use exploratory testing as a tool to find out.

I am Marianne Murray, QA Practice Lead at Robots & Pencils. I’ve been testing software for more years than I care to admit! I am posting here to share some of the things that bring our QA team joy in testing, and why we are so passionate about delivering a quality product.

What is Exploratory Testing?

Exploratory testing is a type of testing where the tester sets a goal or mission and “explores” to experience the product, to learn, and garner information around the state of the product and support planning detailed tests.

“There are no mistakes, just happy accidents.” ¹

Cem Kaner, who coined the term in 1984,² defined exploratory testing as “a style of software testing that emphasizes the personal freedom and responsibility of the individual tester to continually optimize the quality of their work by treating test-related learning, test design, test execution, and test result interpretation as mutually supportive activities that run in parallel throughout the project.”

In short, exploratory testing is all about discovery, investigation, and learning. It emphasizes personal freedom and responsibility of the individual tester.

“Go out on a limb. That’s where the fruit is.” ¹

When do we use it?

We use exploratory testing when we want to investigate and learn. It is a quick way to probe the features and provide qualitative feedback. We often use exploratory tests as a launching point when we are testing an existing product, or to get up to speed when joining an in-flight project. We can also use this type of testing when time is not on our side and we are looking to provide quick feedback to the team.

“Anytime you learn, you gain.” ¹

What are the benefits?

A challenge that we face in detailed functional testing is that testers can get lost in the weeds. Exploratory testing allows us to view the big picture and to place ourselves in the shoes of our users. We can use it as a jumping off point for other types of testing as well. For example, we can explore negative scenarios around API testing, or explore how an app behaves in a different language and use that information to develop and refine test cases.

“It’s hard to see things when you are too close. Take a step back and look.” ¹

What are the shortcomings?

The results of exploratory testing may be harder to communicate concisely. The testing and interpretation of results are more dependent on domain knowledge and tester skill. Testers also need to take great notes around execution and steps to ensure issues can be replicated.

“If you do too much, it’s going to lose its effectiveness.” ¹

What tools are used?

Testers use the same tools to perform both exploratory and functional testing. The main difference is the level of detail in the test case and results notes. At Robots & Pencils, we use TestRail to capture our test cases. We have a separate template to capture the higher level free-flow format that is used for exploratory testing.

“However you think it should be, that’s exactly how it should be.” ¹

Who can do exploratory testing?

At R&P, our QA Robots are our testers who perform exploratory testing in conjunction with other types of testing. These tests help gather information to highlight areas needing additional testing and focus attention for deep dives.

“Talent is a pursued interest. Anything you’re willing to practice, you can do.” ¹

Each member of our QA team comes from a different background. There is no one path to becoming a tester. But what each of us has in common is the joy we find in testing. We start with the unknown. We research and learn and build our understanding of the product, while providing value and information around the software.

“You can do anything you want. This is your world.” ¹

Exploratory testing is often the right option for companies looking to quickly identify quality concerns, highlight areas for future focus, or investigate the state of a product. Want to learn more? Reach out to us at R&P to help figure out the best test plan for your digital product today at https://www.robotsandpencils.com/#contact.

Marianne Murray, QA Practice Lead at Robots & Pencils

WheelUI: An Alternative to Cross-Platform Development

You know that mobile is important to your business. Maybe you’re considering an idea for a new app or mobile strategy. Or, perhaps your existing app needs a refresh. Either way, you have a limited budget you need to use effectively. As you look to optimize costs, deciding between cross-platform and native app development will be one of the early decisions you need to make. Robots & Pencils has a solution: an alternative to cross-platform development that provides the best of both worlds.

Comparing Native and Cross-Platform Apps

If you’re unfamiliar or need a refresher, native app development uses first-party tools created and provided by Apple and Android. You build one app for Android and another for iOS, each using their own programming language. With native, you can ensure that each app meets UX standards specific to its platform. Natives apps can also access all the features that an Android or iOS device offers.

On the other hand, cross-platform development uses third-party tools as an added layer on top of the native tools. These tools let you build one app that works on both Android and iOS. The premise for using cross-platform is simple. Rather than developing one app for each platform, you build once, deploy on multiple platforms, and save money. Sounds great, right? The issue is that experts widely acknowledge native apps, not cross-platform apps, as providing the best user experience and greatest feature availability. A better user experience means higher user adoption. Higher adoption equals more business value and more return on your investment, which obviously is what you want.

The other concern is that the preferred choice of cross-platform tools changes frequently. This instability can make it hard to maintain cross-platform apps and find skilled cross-platform developers. Also, despite the promise of a single set of code, cross-platform tools often require the use of native code as well. As a result, cross-platform apps can have iOS and Android code in addition to the cross-platform tool. Ultimately, cross-platform apps may be cheaper to build at first. However, they are expensive to maintain and less attractive to users.

WheelUI: Don’t Reinvent the Wheel

So, how can a budget-sensitive company provide the best possible user experience and utilize the full range of features on each platform to get the highest ROI? Enter WheelUI. Created by the mobile team at Robots & Pencils, WheelUI helps you build a native application on each platform for less total cost than cross-platform development. It’s the most affordable cross-platform development alternative out there!

How WheelUI Works as a Cross-Platform Development Alternative

The majority of a mobile app is often a handful of commonly used screens and UI components. Say the login view, menus, and a news feed, to name a few. This is where WheelUI comes in. WheelUI is an in-house R&P framework that provides common UI (user interface) screens and components for our clients.

All WheelUI components use native code. The code is Swift for iOS and Kotlin for Android. Because WheelUI is native, the UX of each screen matches the platform. (Having screens that don’t match user expectations for iOS or Android is a common UX pitfall of cross-platform apps.)

Additionally, each WheelUI screen has already had the Pencil touch, with our talented UX and UI experts leading the design of these UI components. All WheelUI screens are also easily configurable to your color palette, font, and other brand needs, so that your brand still shines through in your app.

The major benefit WheelUI offers clients is that a team no longer needs to design or build each screen anew. This means that you can get the UX and feature benefits of native code for a much lower cost. And by saving money on those common screens, clients can apply a larger portion of the budget to creating custom code and UI for the unique features that makes their app stand out.

WheelUI Time & Cost Savings

Depending on how many of the WheelUI app components you use, we estimate up to 40% cost savings compared to a full custom native project. (Think–you’re saving on design, development, project management, QA, everything. It adds up!)

Many businesses expect cross-platform development to cut costs in half since it (in theory) requires one codebase instead of two. However, costs like design, QA, and project management are relatively equal between cross-platform and full custom native. Plus, because cross-platform apps are built on top of another software layer, oddities sometimes slow down development and increase total project cost. Based on our experience, cross-platform is more likely to save only around 20% from native development. Therefore, even when you add on custom development to a WheelUI project, you can still save money compared to a cross-platform project. You will have the budget to build that killer feature that elevates your app above the rest.

On top of cost savings, WheelUI also cuts your time to release. The WheelUI screens are built, thoroughly tested, and ready to go. All we need to do is load up your data. Using WheelUI as a cross-platform development alternative could cut as much as 40% off your total project timeline.

WheelUI vs Cross-Platform: Talent Availability and Maintainability

Cross-platform tools have shown themselves to be widely adopted for short periods of time. As the desire to use a specific cross-platform tool wanes, companies who built apps in those platforms have to decide whether to keep supporting the tool or rewrite their entire app. That’s a big risk to weigh if you’re considering cross-platform development.

Native code, which WheelUI uses, has shown itself to last. At R&P, we’ve supported native apps for 10 plus years with no signs of support ending. By keeping WheelUI native, we’re looking out for the long-term viability of our clients. On top of maintainability, the ephemeral nature of cross-platform tools has led to a lack of talent availability. Many developers are uninterested in mastering a platform that could end up disappearing within a handful of years. Comparatively, native iOS and Android developers are readily available, so you’ll have a much easier time finding a developer who can work on your native app built with WheelUI.

Getting Started with WheelUI

WheelUI keeps all the strengths of native code, but offers it at less cost than cross-platform or a full custom development project. WheelUI lets you prioritize your app user experience to maximize the business value of your app while also saving money and time. At R&P, we’re already using WheelUI in our own products.

It’s said that cross-platform is built to release and native is built to maintain, but we believe that WheelUI can do both.

To learn more and discuss your mobile strategy and pricing for app development with WheelUI, email us at hello@robotsandpencils.com.

Robots & Pencils Announces Launch of Student Apps to Simplify and Elevate Learner Success

Led by newly appointed Head of Product Ryan Gialames, the student-centric mobile, web, and Slack apps powered by Salesforce focus on powering the learner journey and providing students with full wrap-around support

CLEVELAND, October 25, 2022 — Today, Robots & Pencils, a digital product company focused on transforming businesses with mobile, web, and frontier technologies, announced the release of its new education product, Student Apps. Concurrently, the company has appointed Ryan Gialames as Head of Product, Edtech, to lead and execute the ongoing strategy and design of Student Apps.

Student Apps provides students with a seamless, customized experience that supports each learner’s unique journey. Powered by Salesforce, Student Apps integrates backend systems, including student information systems and learning management system platforms, under a user-centered front end. This multi-app platform is a breakthrough in the educational technology field as its unique method of consolidating all student data eliminates the data silos that normally impede the ability of staff to support students.

“Student Apps is designed to meet the needs for institutions focused on providing full support to learners who would like to optimize their existing technological investments, unlock the power of Salesforce and Slack for education, build a journey unique to each learner through automation, connect learners to their community, and deliver innovative programs,” said Tracey Zimmerman, President and CEO of Robots & Pencils. “Our goal is to break current barriers and create new and innovative solutions that meet the needs of our clients in the current digital landscape.”

Student Apps has already had a successful trial run with Arizona State University. In 2019, ASU and Robots & Pencils partnered to find a way to streamline ASU’s technology in order to better communicate with students. Robots & Pencils created a Slack bot, now available as part of the Student Apps suite, that helps with the onboarding process and cuts down the amount of manual labor required to get students enrolled and engaged with the institution, driving better student outcomes.

“Universities often “ship the org chart”, with each department vying for the learner’s time and attention. Combine this with a landscape of disparate edtech technologies and the student experience suffers. Student Apps solve this problem, providing a set of tools to help learners manage the important tasks and milestones that will support their success and connecting them to those who can help, including staff and peers. ” said Gialames. “I’m thrilled to have the opportunity to work with a forward-thinking company like Robots & Pencils to help universities and professional learning providers solve pressing matters and build the optimal learner experience.”

Effective immediately, Gialames has stepped into the role of Head of Product for the company’s education technology. In this role, he will be responsible for launching edtech products, such as Student Apps, and bringing them to market while also driving the future innovation of these products. Most recently Gialames served as the Sr. Director, UX/UI at Western Governors University. Previously, he served as the Director in Product Design at Robots and Pencils where he led product strategy and design across all education clients including Arizona State University, University of Texas, Texas Oncourse, and Trilogy Education which was acquired by 2U. Prior to joining Robots & Pencils, Gialames was the Senior Director of Product Strategy and UX at the Carnegie Mellon University backed edtech startup, Acatar, and was Manager of Online Student Experience at Education Management Corporation.

Student Apps is now available in the Salesforce Appexchange. The platform has an annual license fee and implementation service fees, and can be configured to suit the needs of the institution.

This rollout follows additional growth across industries for Robots & Pencils, who announced an investment from Salesforce Ventures and the company’s partnership with LunaYou, a women-centered maternal wellbeing program created to address the maternity crisis earlier this year.

To learn more about Robots & Pencils, please visit www.robotsandpencils.com

How a Customized Platform Built on Salesforce Made a World of Difference For This Financial Institution

A private portfolio lender, Level Capital needed to create an improved loan management system to support ongoing nationwide growth. The answer to their pain points came in the form of Robots & Pencils, a digital transformation agency that excels in designing and building Salesforce solutions to improve businesses.

Introducing Level Capital

Level Capital is a private portfolio lender that provides loans to builders and investors for construction on new homes.

Their loan programs are designed to address the specific needs, challenges and business objectives of small to medium sized builders and real estate investors.

Why Level Capital Turned to Robots & Pencils

Innovation in the financial sector can be complex so it’s crucial to pick a digital partner who understands the strict guidelines and security requirements that financial institutions have to embrace.

To process, manage and report on an increasing number of loan applications, Level Capital needed a more streamlined and reliable approach. Level Capital decided to rebuild the entire platform they used for running their business and Robots & Pencils knew that Salesforce was the perfect solution.

The Digital Solution

Robots & Pencils designed and configured a solution to improve how Level Capital processes and monitors loan applications via a customized and robust system that relies on Salesforce. By integrating third-party tools and custom code, the new system and workflow allows Level Capital to better:

  • Manage loan applications
  • Access and analyze more loan data
  • Report on loan applications
  • Monitor credit approvals
  • Stay on top of budgets
  • Scale loan management
  • Provide stronger data security
  • And more!

Today Salesforce is a huge part of Level Capital’s business. From the second a builder submits an application and becomes a lead in the system, all the way to a loan being approved, funded, and eventually paid off, everything is done within the Salesforce ecosystem that Robots & Pencils helped to build.

“R&P’s team brought Level’s vision of modernizing our business via a platform built on top of Salesforce from vision to reality. They are partners in every sense of the word,” said Lyra Waggoner, EVP, Software Strategy at Level Capital.

The Finished Product

Now that Level Capital has digitally transformed their way of doing things, they are able to stay efficient, communicate effectively with customers and employees, manage and monitor financial processes, and scale loan management. Their new platform is also much more flexible and easy to build on for future improvements, so that Level Capital can quickly get new products out to market.

Clients and employees are delighted with Level Capital’s innovation and their new way of doing things.

Want to talk to us about transforming your workflows with Salesforce? Reach out to us anytime!

3 Stages of Learning a New Technology

This article describes my strategy for learning new technology, refined over the decade or so that I’ve been working in tech. As with any advice based on one developer’s experience, you may find that it’s obvious or that it doesn’t apply to you, but I hope it’s useful as a guide, a checklist, or even just a starting point for reflecting on your own learning process.

When I talk about learning a technology, I mean something pretty concrete. I would apply this approach to:

  • programming languages
  • data stores
  • libraries and frameworks
  • tools (git, Docker, Regex, etc.)
  • platforms (Linux, AWS Lambda, Google AppEngine etc.)

I wouldn’t apply it to:

  • methodologies (TDD, agile, effective writing, etc.)
  • high-level concepts (parsing, ML, IoT, serverless, etc.)
  • low-level details (virtual memory, garbage collection, etc.)

A 3-Part Strategy for Learning New Technology

Here’s an overview of my strategy: when I’ve got a new technology to learn, I think about going through three broad phases:

  1. Consuming documentation
  2. A learning project
  3. Application

Phase 1: Consuming documentation

My first stop when approaching any new technology is documentation, especially intro docs or tutorials. I do love a technology that comes with good documentation! This phase might also include courses, blog posts, or other third party material.

Beyond actually learning the technology, in this phase I’m looking for:

  • Points of comparison: Is this technology similar to something I already know?
  • Unique features: What are the ways this technology is different or surprising? Where might I apply it instead of something I already know?
  • Integration points: What kind of projects could I use this technology for? Will it let me leverage things I already know, or does it require me to discard my usual toolbox?

The objective is obviously not to learn everything there is to know, but to create connections to my existing knowledge so that I can start using the technology and find my way to answers in the future.

Some examples of great material for this phase:

Phase 2: A learning project

Once I read the introductory documentation, I try a little project using the new technology. I aim for something small but not trivial. I want something where I can safely apply the skills I’ve just (supposedly) learned but also something that will challenge me and expose any gaps in my understanding.

Note that this isn’t learning on the job or building tools to scratch your own itch (though those are important skills in their own right). It’s a project that’s conceived, planned, and executed with learning as a primary goal.

I try to find a project that:

  • Highlights the new technology: I won’t learn much about a new database if I’m struggling to get my front-end code just right. If I want to try out that auto-documentation feature, I should make something that I’d want to document.
  • Is just beyond what’s comfortable: Getting frustrated with advanced features isn’t productive, but neither is retreading material from the tutorial.
  • Doesn’t have too much instrumental value: If I set out to build something, I might overlook a new technology’s failings if I want the thing badly enough.
  • I can put some polish on: The point is to learn a technology well; it’s good to have some time to polish, review, or get feedback.
  • Above all, I want a project that’s small: A tight scope helps me keep focus and leaves me free to fail fast if the project isn’t working.

The objective is to discover all the things that the new technology’s documentation didn’t address:

  • How difficult is it to install/build/operate?
  • Can I integrate it with my existing tools (languages, editors, source control, packaging and deployment, etc.)?
  • Does it still feel elegant and useful when I’m using it on an original problem (and not a carefully chosen example)?
  • Did I actually learn it well enough to turn an idea into a reality?
  • Am I confident that I’m using this tool correctly? Idiomatically? Sustainably?

My experience has been that these kinds of questions aren’t always addressed very well in documentation or are addressed more with hype than with facts. If, after putting in a genuine effort, I can’t get a new technology to work for me, it’s an indication that the tech might be immature. Alternatively, my understanding might be flawed or the technology might not be a good fit for what I’m after.

Some examples of projects that I’ve done in this space:

I also find it helpful to write up a little experience report when I’m finished. This helps me capture and clarify my impressions of the new technology and have something to share with others.

Phase 3: Application

Once I’ve done my learning project, I’ve hopefully got a good sense of where a new technology fits and whether or not I want to keep working with it. At this point, it stops being a target for deliberate learning. If I’m trying to further develop my expertise, I look for:

  • Opportunities to use it professionally: Perhaps I have a work project where the new tech is a good fit or is already a going concern.
  • Side projects: This can be bigger and more instrumental than a learning project while still being a safe place to experiment.
  • Complementary technologies: Sometimes it might be appropriate to start this process over with a related technology. (For example, you might learn Elixir then Phoenix, or Rust then WASM).

Naturally, I’m always looking for opportunities to go deep on a technology (heck, I’m still learning things about Python after nearly 10 years!) but I’ve found that further expertise comes much easier with study and experience than it does from studying alone.

This post was contributed by Nat Knight, one of the principal developers who supports our clients and projects at Robots & Pencils.

How Salesforce Automation Changed Sprinklr’s Way of Doing Things

As businesses grow, it’s common to face new challenges and experience a need for doing things a new way. At Robots & Pencils, we usually step in when a company is experiencing growing pains and create digital solutions to accelerate our clients’ processes. We also love sharing what we learn along the way, which has inspired this post.

It’s no secret that the overwhelming majority of companies use Salesforce not only to aid in their sales process and for CRM, but many are using the platform to run many or all of their critical business processes post-sales. We have worked with many clients to first identify the most impactful opportunities, and then to design, configure and customize Salesforce and other systems as needed to drive business impact while also improving visibility to data and drive actionable insights. Sprinklr is one of the great companies who trusted us with optimizing their Salesforce implementation, and the results were astounding.

Meet Sprinklr

Sprinklr is the most comprehensive platform on the market when it comes to CXM (customer experience management).

Thousands of the world’s largest enterprises use Sprinklr every day to engage consumers online. The ability to leverage insights leads to better collaboration within organizations, creates a unified view of customers and ultimately creates better experiences for consumers.

Sprinklr mixes modernity into all of their offerings and has a great blog where you can glean strategies to apply to your business.

A Complicated CPQ

Sprinklr relies on Salesforce’s CPQ (Configure, Price, Quote) platform. However, as Sprinklr grew, the CPQ instance became increasingly complicated and was affecting their workflow. The setup was putting the sales team at risk for generating improper quotes.

The Sprinklr team was manually fixing CPQ inaccuracies which was time consuming and frustrating. They wanted to be able to rely on Salesforce for their workflow. These hangups became problematic in many ways including how to make future technical enhancements.

Sprinklr needed a new way of doing things.

The Far Better Way

Robots & Pencils met with Sprinklr to first understand their existing tools, processes, and requirements. After analyzing their existing Salesforce implementation, we began to simplify and eliminate unnecessary CPQ fields and customizations. Our work ensured that all of the information needed by the sales team and clients would be automatically populated on Sprinklr’s order forms. R&PWe also made changes to Sprinkr’s CPQ instance to ensure accurate pricing and discount calculations.

With more efficiency and accuracy, the Sprinklr team is now able to provide more accuracy when it comes to quotes. Their team is able to fully rely on Salesforce’s CPQ platform again.

The Robots & Pencils team created a workflow for Sprinklr that embraces:

  • Faster order form creation
  • More useful views and automation
  • Accurate CPQ calculations
  • Prominently displayed customer discounts
  • Easy to understand multi-year deal prices
  • Clearly shown payment schedules

Key Takeaways

Here at Robots & Pencils, we work a lot with what we call “the frustrated innovator.” We help our clients’ brands implement digital transformation strategies so they have that companies have a far better way of doing things. Our work with Sprinklr using Salesforce is just one example of the solutions we can implement work we do. We pride ourselves in delivering technology that delivers a competitive advantage for all of our clients.

The biggest takeaway from this example is that companies who have a solution implemented but aren’t getting the impact expected or are still using a lot of manual workarounds don’t have to settle for complicated workflows. There are experts out there who can help with user-centered design, technology and business process improvementes like Robots & Pencils to unlock the business value technology can have when done well whether it’s us or another digital agency.

5 Tactics for Supporting Non-Traditional Learners

A one size fits all approach no longer works for today’s learners pursuing higher education. Students are coming from a breadth of backgrounds and experience. They’re juggling demands involving finances, jobs, family members, and other personal issues. Each person has different needs, goals, and prior knowledge to be accounted for. Often, these individuals care less about degree titles and more about learning specific, in-demand skills that will get them where they want to go.

As experienced edtech designers and developers, the team at Robots & Pencils has helped to design and build a variety of accessible, inclusive, and customizable learning experiences that support learners of all types. Here are a few of the tactics we believe are most effective in preparing non-traditional learners for academic and professional success.

1. Build platforms that offer flexibility in how and where students learn.

Institutions need to offer students the flexibility and options to find what works for them, while recognizing that these needs may change not just month to month, but week to week and day to day. Educators must meet students where they are in the moment with integrated digital, in-person, and hybrid learning experiences. And digital means more than logging into a classroom via a browser. It requires best-of-breed, consumer-grade web and mobile tools and an understanding that students need access to educational resources across devices and support across multiple communication channels.

2. Create pathways that accommodate unique and evolving needs.

Learning pathways must accommodate each individual’s needs and acquired knowledge. This requires designing programs so that students can enter learning pathways at different points, progress at their own pace, and even easily switch to an alternate path with a different outcome. For each learning outcome, institutions should provide multiple learning methods and materials, as what works for one learner won’t necessarily work for another, and an individual’s needs may change based on how or where they’re accessing the material. Students should also have options to pursue not just degrees but things like stackable microcredentials, certificates and industry trainings that align with their immediate and future goals. For many organizations, achieving these goals requires not just developing new platforms but also reimagining the way you design and structure your academic content and offerings.

3. Focus on outcomes and key skills learned.

Learners are focusing on specific skills and outcomes. You should too. Competency-based education remains a powerful way to tie educational content and progress directly to desired skills. In a competency-based program or course, you can continuously assess skill development and empower students to control the speed at which they move toward desired competencies. However you design your educational pathways, your learning platform should clearly show learners where they are on their journey at all times, including the knowledge and skills they’ve mastered so far, what’s left to learn, and the final outcome of their work.

4. Show how educational outcomes align to industry needs.

Clearly tying educational outcomes to industry demands (including specific roles and job skills) can convince learners that the time and effort put into their education will be worth it. It also motivates learners to keep moving toward their end goal. Equally as important is that your outcomes, including your degrees, badges, certifications, are easy to understand and meaningful to hiring managers, helping your graduates get jobs. With the ever increasing skills gap faced by industry, it is past time for educational institutions to build closer relationships with businesses, including seeking input and feedback on educational offerings. Doing so will benefit everyone involved–from the employers, to your students, to your entire institution.

5. Ensure learners own their learning progress and skills data.

Say a learner has an upcoming job interview or a meeting with their boss about a promotion, and wants to share what they’ve accomplished so far. Is that possible right now? Are you making it harder than it needs to be? Students should have easy, instant access to academic progress and transcript data, so that they can share the information of their choosing whenever the need arises. That means letting learners authorize other institutions, career coaches, or employers to access all or part of their data.

Likewise, today’s learners can earn credentials from many places, including professional organizations and employer courses, that could apply toward your educational requirements. The ability to easily share accomplishments and progress should flow both ways.

Want to talk more about edtech and educational strategy? You’ve found your people!
The Robots & Pencils team combines robust professional backgrounds in higher ed with a proven track record of delivering results to top-tier school systems and education service providers. We’ve helped over 200 clients–including 2U, The University of Texas, Columbia University, and Arizona State University — to develop innovative digital products and experiences utilizing mobile, web, Salesforce, Slack, and more.

Learn more about our work in education or get in touch with us today.

Robots & Pencils Announces New Investment to Further Develop Slack’s Ecosystem

A long-standing partner of Slack, Robots & Pencils brings a myriad of knowledge on how organizations can best utilize Slack as well as offers unique solutions to challenges they may face.

CLEVELAND — April 26, 2022 — Robots & Pencils, a digital innovation and solutions firm focused on transforming businesses with mobile, web, and frontier technologies and strategies, announced today an investment from Salesforce Ventures. The investment comes as Slack, which was acquired by Salesforce in 2021, continues to bolster connections and partnerships with pioneering technology startups that help organizations maximize the combined Slack and Salesforce platform.

After many organizations made the necessary shift to remote work at the onset of the pandemic, Robots & Pencils has continued to grow at an accelerated pace as it helps clients transition from stop-gap solutions to building out thoughtful, holistic digital transformation projects. Over the last year, the company has grown its Salesforce and Slack consulting business by 70%, while key executive hires in the Consumer & Retail Goods and Financial Services sectors have helped bolster company growth by 40% overall. The investment will enable Robots & Pencils to accelerate growth of its unique capabilities in developing complex, integrated Salesforce and Slack solutions.

“It has been a fun and transformative journey working with both Slack and Salesforce, partnering closely to develop scalable and innovative solutions to drive impact across a wide array of industries,” said Tracey Zimmerman, CEO and President of Robots & Pencils. “This investment from Salesforce Ventures is a testament to our team’s early adoption and unique expertise with both platforms, and we look forward to the next phase in our partnership.”

With deep working knowledge of how to optimize both platforms, Robots & Pencils is uniquely positioned to help companies accelerate digital transformation, drive collaboration, and improve operational efficiency with custom Salesforce and Slack solutions. Robots & Pencils has a rich history and deep expertise with Slack, recognizing its potential as a transformative workplace tool early on and signing on as the company’s first official services partner in 2016.

In 2018, Slack acquired Missions, a powerful no-code solution developed by Robots & Pencils to make it easier for teams to automate processes and tasks in the platform. Today Missions is available to all Slack users and is integrated in the core Slack platform as Workflow Builder. As a Salesforce Consulting Partner and Salesforce.org Registered Higher Ed Partner, Robots & Pencils has been designing and developing scalable and innovative Salesforce solutions across industries since 2014. Led by Daniel Peter, a seven-time Salesforce MVP with over 30 certifications, the Robots & Pencils team has developed custom solutions that allow companies like University of Texas, 2U and Sprinklr to push the boundaries of what’s possible with Salesforce.

“We are always looking to work with forward-thinking companies that are changing the ways companies think about work, collaboration and the ability to bring the digital HQ to life for our joint customers,’’ said Yolanda Wong, VP of Partner Investments at Salesforce. “We are excited to invest in Robots and Pencils as they expand their Slack solutions across industry. As early champions of the Slack platform they have established a strong perspective on how to help organizations leverage Slack as an agent of change and we look forward to seeing the ongoing innovation they bring to market.”

In January 2022, Robots & Pencils hired Todd Sbarro as chief operating officer to help scale the organization’s strategic growth initiatives across the Consumer & Retail Goods, Financial Services, and Education verticals. The company has created several new leadership roles over the years, strengthening its team to over 200 talented professionals across North America specializing in UX, Design, Mobile, Salesforce, Web, and more.

In the summer of 2022, Robots & Pencils will be launching “Operating Smarter with Salesforce and Slack,” a webinar series where the company’s in-house experts will break down how the platforms can be leveraged in a hybrid work setting. To learn more, please visit: https://info.robotsandpencils.com/slack-sf-series

About Robots & Pencils

Established in 2009, Robots & Pencils is a digital innovation firm founded on the then-contrarian view that mobile would be more transformative than the Internet. Today, in an age of unprecedented technology acceleration, Robots & Pencils helps companies maintain a competitive advantage by developing new digital strategies and products focused on education, financial services, and retail & consumer goods. For more information, please visit robotsandpencils.com.