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Employee Efficiency Accelerators

The Power of Empathy, Automation, and AI

In boardrooms, exec touch bases, and nearly every client call I’m on, everyone’s thinking about how to supercharge employee efficiency and reduce costs. Organizations are on the hunt for tools and processes that let them accomplish more without pushing employees to the brink or blowing their budgets. Every good solution I’ve seen has started with an empathetic view of the employee experience. Which tasks are unnecessarily hard? What bottlenecks slow people down? What can you automate and streamline to help your team? Where can AI scale human potential and cut spend? The answers to these questions will point the way to powerful savings and efficiency opportunities.

(This is blog 3 in a series on key priorities for business and tech leaders. In my last blog, I talked about digital modernization, including integrating data and systems–which everything I’m about to discuss will 100% require!)

Reimagining experiences around employee needs

Outdated tools and processes that were built largely around organizational silos are hurting productivity. But it’s not as simple as replacing old tools with new ones. First, you have to understand what your employees actually need!

This requires looking at how different types of team members spend their days. What are their most important tasks and how are they getting those things done? Sometimes, you’ll find a need as simple as additional training or upskilling. In other cases, you might find opportunities to improve communications, tweak processes, or introduce new tools. One need I see frequently (with our clients and as a consumer) is more flexible, user-friendly tools for employees in the field. Your workers should be able to access and share information and complete critical tasks wherever they are. Whether on a remote job site, at a retail counter, meeting with a potential customer, or simply working from home, everyday duties shouldn’t require extraordinary effort!

On the flip side, better understanding how your employees work can reveal where you’re wasting time and money on tools your employees don’t actually benefit from. Frequently we find two (or more!) systems where only one is needed. Eliminating and consolidating systems can be an easy way to directly improve your bottom line.

Once you address and focus on your team’s real needs, you’ll quickly see cost savings and employee efficiency rise. Gains in engagement, productivity, and retention will follow. Ultimately, you’ll be helping your employees to ensure better customer and student experiences, providing a win all around.

Empowering employee efficiency with self-service tools

After so much frustrating supply chain disruption and constantly fluctuating prices, consumers are paying super close attention to product and service reliability and pricing. This means we as leaders must focus attention on internal predictability and employee efficiency. Yet, I still come across employees unable to complete routine activities without assistance or permission from management, IT, or other overburdened departments. These employees require increased self-service features. While a real need for oversight or access limitations can exist, unnecessary permission bottlenecks have to go. From employee-led shift swapping to going beyond dashboards and reports to insights and suggestions, your employees need easy-to-use technology that allows them to take ownership of their work and operate without constant disruption.

Automating processes to free up teams for higher level work

In many organizations, highly manual (and painful!) workflows have led to incoherent data and inconsistent results. These problems requires an intentional shift towards repeatable processes with automation at the forefront. When you free employees from these time-intensive tasks, they can refocus on higher value work that benefits your business and customers.

Automation can also reduce acquisition costs and increase the long-term value of each connection. Education specifically has a large need to increase marketing efficiencies and automate communications across the student journey. Rather than relying on overloaded staff (particularly for straightforward messages and reminders), institutions can use automation to deliver the right information to the right learners at the right time in their journey. But watch out! Carefully designed, these automated flows can be delightful. When done poorly, it can cost you the trust of your customer, which is never cheap to rebuild.

Initiating AI-human partnerships

New AI tools are launching at a whirlwind pace, and I’m so excited to see businesses putting them to use! AI-human partnerships promise to accelerate product development, helping with everything from sorting user feedback, to writing Jira tickets, to coding with GitHub’s copilot.

Scaling support services and monitoring customer sentiment is another huge opportunity for using AI to increase employee efficiency. By strategically moving customers from FAQs to an AI chatbot to human support, organizations can scale support services while managing quality and cost as well as directing employee focus to advanced problems.

As for education, there’s ample potential for AI to accelerate staff processes and workflows in areas like:

  • Creating personalized custom experiences (1:1 content) for students
  • Reducing the costs of course design via AI authoring & modules
  • Accelerating presentation creation
  • Delivering student support services with less labor
  • Doing predictive modeling of student outcomes

In every industry, leaders need to think creatively and seriously about AI to stay ahead of the curve. As an internal team or with the support of outside experts, you need to start identifying use cases, setting up governance plans, and working with security and architecture departments to implement intelligent solutions that support teams across the business.

Want to share your thoughts on topics like employee efficiency, AI, and self-service?

Learn more about today’s business and tech trends — and join the discussion at an executive digital roundtable!

This CEO Report was written by Tracey Zimmerman, President & CEO of Robots & Pencils.

How to Drive Innovation With User-Centered Design and Agile Development

Perhaps this story is familiar to you…

Your team has been tasked with designing and building a groundbreaking software product that focuses on putting the end user — the person who will use the product — at the center of the design and development process. The stakeholders want it delivered within 12 months.

Six months into the project, the hunger for innovative, user-centered features seems to wane.

The delivery team adopts a rapid agile cadence that values predictable delivery dates and velocity rather than experimentation to find the best solution for the user.

The design team attempts to get ahead of development in order to ensure user insights lead the build of new features. Unfortunately, priorities shift after each deployment, and much of that work gets thrown away.

Over time, a chasm forms between user-centered advocates and delivery. Their ideas are just too risky and unpredictable for the mission: get the next release out the door.

An all too familiar tale, but with an ending we can change. I think there is a way to get the most out of the user-centered design and Agile processes while keeping to budgets, timelines, and a consistent delivery cycles.

First, though, why is this tale all too familiar?

A bias towards reliability and predictability

We’re naturally inclined to have a bias towards reliability, predictability and reducing risk. And Agile development does this by design.

The sprint-based nature of Agile development makes its output extremely predictable — yielding releases every couple of weeks. But it works best when requirements are understood upfront and can be accurately estimated.

However, teams often overestimate new features and unfamiliar technical challenges to account for the delivery uncertainty. This results in teams prioritizing the most predictable features over the most innovative ones.

In contrast, user-centered design focuses on the people who will use the software, and how they can easily and efficiently achieve their goals. It leverages primary research — actually getting insights and feedback from future users — to discover previously unknown friction points in the user experience. It seeds the invention of new experiences that offer that far better way.

While some of the ideas that come from this process can offer a 10x improvement in the experience, they are also unproven and often unfettered by technical and business process constraints. The discovery-driven nature of the process makes the output impossible to predict.

An incompatible match

The issue is that user-centered design and Agile development are incompatible.

  • User-centered design aims for maximal astonishment — let’s see if our users can tell us something we didn’t know.
  • Agile aims for minimal astonishment — let’s have as few surprises in our development process as possible.

To steal a concept from physics, user-centered design prioritizes voltage — a measure of potential energy. Agile development prioritizes amperage — a measure of the flow of current.

And in the same way that you wouldn’t want to plug your TV into a high-voltage power line, the friction between Agile and user-centered design comes when you directly connect the two methodologies.

While the results might be less spectacular than an exploding TV, the failures are just as predictable:

  • Innovative ideas lag development timelines and create project delays.
  • Innovative ideas get chopped in favor of timelines.
  • Through long hours, a talented team squeezes in a couple of extra features deemed “top priority.”

In all three cases, the drive for innovation eventually wanes:

  • Unmet delivery promises undermine organizational and investor trust in the team’s ability.
  • Continuous cutting of new ideas demoralizes the team into a “good enough” mentality and opens up questions about the ROI of exploring innovative ideas to begin with.
  • Unsustainable hours create organizational churn and the talent carrying the greatest load walk out the door.

Still in order to successfully invent new user-centered solutions AND deliver them, we need the strength of both. We need a way to convert the high potential energy output of user-centered design into the high current that the Agile process demands.

Treat user-centered design as investigation, not validation

User-centered design is a process that requires a lack of preconceptions and an open mind. The goal is to understand the root causes of user behavior in order to formulate a new, better approach. Keeping a hypothetical solution in mind through the process creates a cycle that reinforces our original assumptions and often blinds us to other opportunities.

So, when a request comes in to “redesign an app,” start by abstracting that request into the underlying goals that the user accomplishes while using the app. Then, use primary research to validate that those goals are real and dig into how they are accomplished today. You may learn that users don’t care about what you think they do. You might also learn that an app isn’t even the right enabler for their goal.

At the end of this process, you will get a list of things to build that will improve the user’s experience. They just might not be the ones you expected.

Only feed de-risked features into the Agile process

In order to keep the Agile delivery process moving efficiently, ensure that any proposed features/stories are well understood both in terms of their requirements as well as their technical complexity.

sprint estimation and planning diagram

Before ever estimating a feature, you should know:

  1. That implementing the feature will generally increase user perception of the experience
  2. The way to solve any key technical or data hurdles
  3. Confidently, how long the feature will take to build

If a feature doesn’t meet all of those criteria, then it could easily derail the predictability that is the key benefit of Agile development.

De-risking features enables teams to estimate without fear because the basic how of implementation is already well understood.

Use experimentation to connect user-centered design and Agile

The un-vetted output of user-centered design makes it a poor input into an Agile process that works best with low risk requirements. To bridge the two, we need an intermediary process that takes fledgling ideas and systematically de-risks, prioritizes and roadmaps them at a program level.

This middle phase — experimentation — acts as the glue.

user-centered design and experimentation process diagram

Prototype, test and rapidly iterate on proof of concepts (POCs) with users to ensure that your features will have the desired impact on the user experience. These experiments provide a view into the potential ROI. By providing a clearer picture into the new experience, they also can generate investment interest at the executive level.

Similarly, technology experiments (often referred to as technical design spikes) can be used to de-risk complex technical and data problems. In this phase, the priority is not delivering a minimum viable product. Instead, the goal is taking the riskiest assumption and exploring the solution space.

At the end of experimentation, these pre-vetted features can be fully story-mapped and prioritized for delivery — the perfect input to the Agile delivery phase.

Run all three phases concurrently as an innovation program

While the experimentation phase ensures compatibility between user-centered design and Agile, it is important to note that these methods run at different speeds.

  • User-centered design takes a long time to conduct, but yields a high volume of opportunities.
  • Experimentation can be done quickly but the output may or may not produce viable results.
  • Agile generates small chunks of production-ready functionality at a regular pace.
User-centered design and innovation program diagram

To keep all processes operating at full speed, allow each of these phases to run independently and concurrently over time. Each phase generates a queue of work for the next. User-entered design creates a queue of experiments. At the same time, experimentation creates a queue of user-vetted, de-risked features for implementation.

With a never-ending list of to-dos in all three work streams, the program will operate at full efficiency. And innovative, user-centered features will flow like clockwork into your products and experiences.

Tyler Klein is the Executive Experience Director at Robots and Pencils. Physics major turned HCI specialist, he uses what’s new to build what’s next and offers far better ways to interact with the world around us. Special thanks to Chris Chew, Jamie Reid, Mike Greening, Reid Sheppard and Aaron Slepecky for their contributions.

From Chaos to Clarity: The Digital Modernization Journey

“Barely controlled chaos in a highly complex environment with fragmented innovation solutions”–that’s how one of our clients recently described their organization. I hear versions of this all the time, so if that’s how you feel, trust me–you’re not the only one! We’re in a time when adaptability and speed are make-or-break, but fragile infrastructure and fragmented data, tools, and processes keep tripping up plans. I see it over and over. It’s why digital modernization is so important.

Organizations need a stronger foundation that makes it easier to extract insights that can really make a difference to business results, to adopt new tech, and to deliver products and services at scale. But building that foundation won’t be a quick or straightforward fix. I’m talking about consolidating your current tech stack, plus introducing new implementations, integrations, and system improvements. It’s a lot! To succeed, 3 areas in particular are going to demand your attention and planning–unlocking data, improving (or replacing!) aging infrastructure, and increasing interconnectivity.

(BTW: This is blog 2 in a series on key priorities for business and tech leaders. My prior blog intros these priorities and other influential marketplace trends.)

3 Essential Elements of Digital Modernization Efforts

Unlocking hidden insights by unifying fragmented data

Most companies struggle with disconnected data and insights spread across systems and departments. When we come into an organization, we routinely find departments trying to solve problems on their own with off-the-the shelf systems (including Excel).

While everyone has good intentions, what happens is that they create tech and data silos across the organization. Eventually, a dozen disconnected applications are capturing (but not sharing!!) similar data. The other challenge many clients face is the sheer volume and complexity of data collected for personalizing customer or student experiences. Data winds up scattered across different teams, files, websites, and systems, stored in ways that are too painful to query or analyze. Yet all this powerful data is just waiting to be unleashed!

As the purse strings tighten, leaders can’t afford to leave those insights untapped or to support disparate systems. And we definitely shouldn’t be missing out on sharing valuable data across teams, where combined with the power of human creativity, new ideas can emerge. Aggregating data so that it is easily accessible is a must-do first step in practically every digital modernization journey.

Organizations need to integrate and scale solutions that work, and ditch the rest. So often I see people throwing good money after a bad solution that’s not working for their business. If you don’t have the expertise in house, find a partner who can help centralize your data and transform this goldmine of information into actionable insights.

Increasing flexibility by addressing aging infrastructure

Tech debt and aging patchwork infrastructure are a real roadblock to innovation and growth. Perhaps the problems resulted from a merger or acquisition, siloed planning, or moving fast while addressing pressing issues (like responding to shifting customer behaviors in a pandemic for example!). Whatever the cause, aging and disjointed systems are holding companies back. It’s time to address that tech debt and commit to digital modernization. Say goodbye to archaic systems in favor of more resilient, flexible infrastructure. But know that lack of clarity around ownership and the impact of system deprecation is almost certain to cause problems. To minimize issues, start by gathering and documenting this info. Having a super detailed and thorough change management plan is also vital!

(A tip from our robots: API layers can help you transition aging tech stacks. Rather than fully reengineering a tech stack from scratch, you can leverage APIs as an intermediary to create consistent access and replace the systems behind the scenes piece by piece, allowing your organization to deal with the change in more manageable chunks.)

Preparing for the future by increasing interconnectivity

One huge positive is that everyone now sees the power of connected data, systems, and “things”. Companies recognize that data surrounds everything, and that data models should be planned intentionally from the start of a project. They’re asking the right questions, like: How will we use integration to connect this data to that data? Can we use sensors to track movement of physical items? How will we ensure data integrity across systems? How do we extract those juicy insights to become a more data-led organization? I’m so glad to see leaders doing this planning up front in their digital modernization initiatives!

In some cases, I see interconnectivity extending even further as companies expose APIs to products and experiences outside their organizations. For users, this opens the door for highly curated end-to-end experiences that cut across multiple tasks and organizations. Of course, creating these experiences is not without challenges, including dealing with data and API inconsistencies. Using AI to translate data between different formats could be a game-changer, benefiting both companies and users alike. Definitely keep an eye on advancements in this area!

Coming up Next…

In future posts, I’ll explore how automation and journey-centered experiences can help with cost reduction and efficiency. Later in the series, I’ll talk about trends in personalization and engagement, plus discuss when it makes sense to seek outside expertise and guidance on your initiatives. Stay tuned!

Learn more about today’s business and tech trends — and join the discussion at an executive digital roundtable!

WWDC 2023: What Matters for Users, Developers, & Businesses

WWDC 2023 revealed a lot for users, developers, and businesses to look forward to! Let’s dive into the WWDC news and highlights for each group.

What should users be excited about from WWDC 2023?

Hardware Announcements

A new Macbook Air is available with a larger 15″ display. If you’re looking for a larger screen, this could be an attractive option. However, if you already have a Macbook Air 13″, it might not be worth upgrading at this time.

Mac Studio and Mac Pro are for power users and come with some serious performance updates. Processing intensive tasks like video editing can greatly benefit from this type of power. With its high price point though, it won’t fit into many people’s budgets or add the value needed to justify the cost.

iOS 17

iOS 17 will be available to users in Fall 2023 on devices that have the A12 or newer processor. Unfortunately, this means that devices like the iPhone X and 8 will not be able to update to iOS 17. Below are the major new features and benefits of iOS17.

  • NameDrop will allow you to easily exchange contact information using AirDrop.
  • Live voicemail will show you what someone is saying on your voicemail live, so that you can decide if it’s important enough to take the call immediately.
  • Autocorrect and dictation will be more accurate.
  • A new Journal app will provide smart suggestions to help you journal about your day.
  • Check In will allow you to tell friends or family when you’re heading home and automatically notify them when you get there. If you’re delayed, you can adjust your expected arrival time. If you don’t reach your destination, your loved ones will get a notification so they can check on you.

iPadOS 17

iPad is adding a customizable lock screen and live activities. The Health app is also now available on iPad. Furthermore, Apple significantly improved PDF editing, collaboration, and autofill.

macOS Sonoma

With macOS Sonoma, you’ll be able to add widgets anywhere on your desktop. Video conferencing will also allow video overlay, so that the speaker won’t lose video while presenting. Safari improved privacy and added profiles so that you can separate your work, home, and school experiences. Additionally, you can create a web app from any website to make your favorite sites easier to access!

Audio

Adaptive audio will allow you to stay present in your surroundings and adapt to them. Also, AirPlay is coming to select hotels. Soon, you may be able to play content from your devices easily on the TV in your hotel room.

watchOS 10

The UI improved for watchOS 10. This version will have better tracking for cycling and hiking and a few updates to Health including mental and vision health.

tvOS 17

tvOS now features a redesigned control center and offers the option to use memories as the screensaver for your TV. Most significantly, you will be able to use FaceTime on AppleTV using Continuity Camera from your iPhone or iPad.

Apple Vision Pro

Finally, the big reveal at the end of the WWDC 2023 keynote was a new piece of hardware: Apple Vision Pro. It is Apple’s response to an AR/VR experience known as Spatial Computing. Many iPad and iPhone apps will be available on the headset as windows with little changes required from the developers of those apps. You will have full control of where these apps appear in your space.

The design is well thought out. By and large, competing devices integrate batteries into the headset, making their headsets heavy and uncomfortable. Instead, Apple Vision Pro uses a cable that connects to an external battery pack. This choice significantly reduces their headset weight. The device also comes without external controllers, relying on eye and hand tracking for interactions. Eye tracking is kept private from apps and is processed at a system level to keep your interactions private and secure.

The specs are also above and beyond any of the devices already out there. With 23 million pixels across two panels, you get more than 4k resolution per eye. The processor that powers the device is Apple’s familiar M2 chip alongside a new R1 chip allowing for real time processing.

This device starts at $3499 USD which will be a large barrier to becoming a device seen in every home. Still, Apple has always focused on creating world class products and devices that truly change the world. Based on what I’ve seen today, the Vision Pro has the potential to change the world just as much as the iPhone has over the past 15 years.

What should developers be excited about from WWDC 2023?

Swift Macros make it easier than ever to add common functionality to your app without writing boilerplate or repeatable code.

C++ interoperability is now supported in the latest SDK

SwiftUI updates include those that developers most requested like improved animations, animated SF Symbols, and an easier way to manage state using the @Observed macro.

A Swift implementation of CoreData was one of the biggest reveals and something that developers have long been waiting for. SwiftData makes it easy to write your model code without having to repeat your data structures in a separate model object.

A new API TipKit was introduced that allows you to highlight features in your app to your users at the right time.

AVCapture performance improvements will make using the camera easier in your apps.

Developers are getting access to some new APIs including HDR, video conferencing, ScreenCaptureKit and Continuity Camera.

Updates to tools like App Store and StoreKit will make it easier than ever to create a consistent and familiar interface for products and subscriptions.

Xcode is getting some great improvements as well, including code completion improvements that are more aware of the code you are writing and suggesting more accurate modifiers or functions.

Test reports in Xcode got a huge overhaul and now contain much more detail and in-depth insights into issues in your app and its tests. You can step through points in your test and even reference an accompanying video to see exactly what went wrong that caused the test to fail.

Updates to Xcode cloud will make workflows 2 times faster and link speeds 5 times faster.

How to bring apps to the new visionOS is one of the main questions developers might have this year. Here are some of the things to know:

  • Apps can be made available on visionOS using SwiftUI, RealityKit and/or ARKit. Existing iPad and iOS apps will be available to be seen as a window in visionOS, but you must take into account that the screen size of that virtual window containing your app can be adjusted by the user. This means your layout must be able to accommodate a dynamic range of screen sizes.
  • You can also craft 3D scenes in visionOS using volumes. You can use RealityKit to show entities in 3D space, and combine it with the power of ARKit to understand your physical surroundings.
  • RealityKit is adopting the MaterialX open standard for geometry shaders which makes it easier to write complex shaders.
  • Developers will be able to preview their visionOS experiences using Xcode simulator. That functionality is coming to Xcode sometime later this month.

This week, there will be a total of 175 sessions that developers can watch to dig into all things new this year. 40 of those sessions alone are related to the new visionOS!

What should companies be excited about from WWDC 2023?

Hardware

Now is the time for first mover advantage with AR on Vision Pro. This is the high risk, high reward play. The safer approach is to wait and see if there’s teething problems with the new tech. The “Pro” tag on Vision Pro likely means that a more affordable non-pro version will come at some point. I’d recommend holding off on buying them for the office unless you have a compelling need for them until a more affordable version is available.

The 15” MacBook Air is a good option for employees in need of more screen space without the need for more processing. Think people who are working with presentations, zoom, word processing, and spreadsheets all of the time.

Mac Studio and Mac Pro got upgrades for those who need high performance. However, there are only a few use cases where employee workflows require this type of power. Intensive video processing is one example.

Software

On the software side of things, lots of new developer APIs were announced and lots of existing APIs have been improved.

If your app does image processing, it might be worth checking out Apple’s new HDR API.

StoreKit and SKAdNetwork are getting updates. If your app uses either of those frameworks for ads or in-app purchases, you may want to look further into what new features those frameworks will include.

A new framework called TipKit was released that will allow you to add timely tips for your users, helping them to easily discover new features in your app.

What else? What’s next after WWDC 2023?

The new features and updates announced Monday at WWDC 2023 include much more than the ones covered here, and we are excited to dive in deeper into each topic over the next few months to get a better understanding of how they will help us build better apps!

If you’d like to talk about any of the news coming out of WWDC in 2023 and how it impacts your business, reach out to the Robots & Pencils team at hello@robotsandpencils.com.

This blog post was written by Andrew Erickson, an iOS Robot at Robots & Pencils.

Business & Tech Trends: A CEO Report

How to Maximize Impact and Future-Proof Your Business in an Ever-Changing World

At Robots & Pencils, I have the amazing privilege of supporting leaders on everything from bringing game-changing new ideas to market to optimizing products and services that have been at the heart of companies for decades. Over the last few years, together, we’ve navigated everything from lockdown, to an influx of customer spending and “growth at any cost” strategies, to preserving cash as we brace for a looming recession. In financial services, education, travel, healthcare, and so much more, my team and I have helped to shape tech and business strategy for everyone from fledgling startups to F500 companies amidst a sea of constant change. With no end in sight–and even more acceleration of technology and societal shifts on the horizon, I wanted to highlight the business and tech trends influencing decisions today–and call attention to 4 strategic areas with the biggest opportunity for organizational impact.

The State of the Marketplace and Technology

Let’s start with what business and tech trends I’m seeing and hearing from friends and clients on the front lines.

Limited Funding

Money is increasingly hard to access. Consumer spending is down. Interest rates are up. With boards and investors focused on operating margin and profitability, every initiative needs a strong business case and clear ROI. Guaranteeing growth through better and more customer engagement is extra challenging right now. As a result, securing funding for those projects has become trickier. Internal efficiency gains are easier to justify investment due to perceived greater ability to control the levers that are needed for impact.

Rapid Change

The speed of change is daunting, and companies are subsequently struggling to select future proof strategies and technology. Further, many companies rapidly selected dozens or more tools during the pandemic to keep business going. Now they aren’t sure what to keep, what to cut, or where to reassess the solution space.

Increasing Need for Flexibility

To provide a runway for innovation, businesses need iterative approaches that flexibly adapt to change. It’s easier to swap out a small thing than a big one–and only make big changes after something is proven to work. Whether for technical architectures, business processes, key partnerships, workforce and talent management (think the gig economy), and even stackable education credentials that may add up to a degree, or not, the desire for flexibility is pervasive.

AI Acceleration

AI is a rapidly emerging tech that has been in the periphery, but suddenly everyone has questions about it thanks first to the release of ChatGPT and now new tools launching literally on a daily basis. Wherever you look, both uncertainty and excitement about its potential are high. (We’ll get into this more in coming blogs!)

Top Business Priorities for Maximizing Outcomes & ROI

Given these business and tech trends, there are 4 areas that I think leaders need to focus on today and into the future to maximize ROI. I’ll intro them here, and, in the coming weeks, expand on each one.

1. Digital Modernization

Companies have launched new tools left and right in recent years, but too often projects are happening in isolation. Leaders need to take a step back to improve the underlying infrastructure and address fragmented data, tools, and processes. But it’s not easy! Getting everything in one place and systems working seamlessly won’t be a walk in the park. However, the payoff is the ability to effectively extract business insights and keep pace with the latest tech advancements.

2. Cost Reduction & Efficiency

Good luck finding a leader not thinking about efficiency right now! Everyone’s looking to automate processes, decrease internal costs, and hit targets without over taxing our teams or budgets. A huge opportunity lies in designing employee tools based on a deep understanding of their experiences and on-the-job needs (and perhaps backed by AI-human partnerships!). These efforts will help you both boost productivity and shift focus to the highest value activities.

3. Personalization & Engagement

It’s all about the user! To meet customer expectations and boost loyalty, companies need more unified and personalized experiences across platforms and touchpoints. To succeed, these initiatives must stem from an understanding of the user and have clear ties to revenue and business outcomes. In a similar vein, schools need better, more connected tools to attract students. From there, they have to keep them engaged with personalized content throughout their educational journey, and turn them into lifelong learners and active alumni.

4. Expertise & Guidance

With so much moving at lightning speed, it’s tough to plan for the future while avoiding costly short-term mistakes. From keeping up with user trends to prioritizing tech investments to maximizing ROI on new products, maintaining the expertise to make all these high-value decisions and plans alone just isn’t feasible. Leaders who seek guidance and support at crucial moments will be better equipped to stay ahead of market change and disruption.

Stay tuned for a deeper dive into these tech trends and strategic priorities — and join the discussion at an upcoming executive digital roundtable!

In my next blog post, I’ll explore how fellow leaders are approaching digital modernization–and the proven methods I’ve seen to navigate the roadblocks along the way. Later in the series, I’ll talk about internal cost reduction & efficiency strategies, approaches to product personalization & engagement, and where organizations are finding outside expertise and guidance most useful.

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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.

An Executive Reading List: The Top 7 Books Our CEO Read in 2022

168 Hours: You Have More Time Than You Think
Laura Vanderkam

The thesis of 168 Hours is that not only do we all have the same amount of time, we all have enough time to do the things we want. Vanderkam advises we re-examine how we actually spend our time and posits that, with some prioritization and rescheduling, we can in fact achieve more than we realize.

The Effective Executive: The Definitive Guide to Getting the Right Things Done
Peter F. Drucker

The Effective Executive is a really good classic read. As the name suggests, Drucker lays out habits and practices essential to business effectiveness. In this book, you’ll get insights on how to manage your time, attention, and priorities, build your strengths, and make more effective decisions.

Wild Problems: A Guide to the Decisions That Define Us
Russ Roberts

Difficult decisions, like whether to get married or divorced or have children, can’t be made by logic alone. They require something more akin to gut or intuition. Often, decisions that are more difficult and less pleasurable in the moment are ones that teach us something about ourselves. They provide a test that can be profoundly meaningful. In this work, Roberts provides a path for navigating these wild problems that are entangled with who we want to be.

Skin in the Game: Hidden Asymmetries in Daily Life
Nassim Nicholas Taleb

Skin in the Game is about incentive alignment and how we think about risk and reward. It will make you think about how you work, how your team works, and how you partner with customers as well as the ways you operate in the world outside of your profession.

Together: The Healing Power of Human Connection in a Sometimes Lonely World
Vivek H Murthy, MD

Written by a former Surgeon General, Together is a treatise on why we need more human connection in our lives. He discusses how social isolation impacts people at school, at work, and across our lives. He explores the ways other cultures and happy people have historically connected as well as offers strategies for creating more connection in your life. I will say, once the ideas are introduced, it becomes pretty repetitive and feels like he was meeting book minimum requirements, so I suggest skimming the later parts of the book or speeding it up on Audible if you’re the type that has to finish any book you start.

Four Thousand Weeks: Time Management for Mortals
Oliver Burkeman

Burkeman’s book has similarities with the two other books on this list (Together and 168 Hours), but it’s still worth a read. Life is short, he reminds us, and we need to make the most of it. To do so, we must remember that we have more control over our lives than we think and that we can still make choices different from the ones we’ve made in the past.

The Genius Zone: The Breakthrough Process to End Negative Thinking and Live in True Creativity
Gay Hendricks

This book will help you identify your gifts, strengths, and talents. Everyone has a genius zone, where they can find creativity, fulfillment and satisfaction. Hendricks teaches us how to do more in our genius zones so that we can drive impact and happiness in our lives.

About Our CEO

Tracey Zimmerman is the President and CEO of Robots & Pencils, a digital innovation firm that helps clients transform their businesses with mobile, web and frontier technologies. With over 20 years of experience in marketing, technology, and process innovation, Tracey has driven significant growth at Robots & Pencils, including through championing strategic partnerships with Slack and Salesforce and building the company’s reputation in education, financial services, and retail and consumer goods.