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Online Communities
And How They‘re Changing the Way
        Work Gets Done

   Matt Johnston | Chief Marketing Officer
     matt@utest.com | @matjohnston
Agenda
• Session Intro
• Crowdsourcing 101
• Secret Sauce
• Where It Fits (And Where It Doesn‟t)
• Myths & Misconceptions
• Q&A
What‘s Crowdsourcing?
“The act of taking a job or service traditionally
 performed by a designated person or team
 and sourcing it to a large group of people in
 the form of an open call.”

     - Jeff Howe,
       Wired journalist & author of Crowdsourcing
Crowdsourcing Across Industries
BUT crowds often look (and act)
       like unruly mobs
And mobs don‘t work in every category

Example:
  Delivering a skilled service at an enterprise level
  of predictability and efficiency requires an orderly
  “community” capable of consistently producing the
  desired results
So how do you turn this –
…. into this?
The Secret Sauce of Crowdsourcing
4 Crowdsourcing Building Blocks
1. Community profiling
   – Technical: OS, browser, mobile devices, carriers
   – Geographic: City, country, languages
   – Demographic: Age, gender, education, hobbies
2. Community ratings & micro-ratings
   – By testing type
   – By industry
3. Highly precise matching
   – Between each project & each tester
4. Services layer for enterprise clients
   – Maximize throughput
   – Minimize overhead
How Does This Work In Testing?
Recruit, train & incentivize testers:
   • Two forms of compensation in crowdsourcing
      1. Monetary
          – Paid for approved bugs, test cases, usability surveys
      2. Reputation
          – Robust tester rating system and badges
          – Customers can mark testers as „favorites‟
   • Other forms of community engagement
      o EG: uTest University (all community-driven)
          – Training & certification
          – Career advice
          – Networking with peers
          – Product reviews
Community Management: (Hard) Lessons Learned
 Scaling Requires:
    • Rating & reputation systems that drive desired behavior
    • Matching that sets people up to succeed
    • Creating tools & programs to serve the masses
       - Best proof point: Two years ago, uTest community was 3x with 10x
         revenue… yet total inquiries in 2011 are now lower
    • Embracing FUBU concepts, such as:
       -   Community vetting community: uTest Sandbox
       -   Community teaching community: Crash Courses
       -   Community managing community: Test Team Leads
       -   Community policing community: Forums Moderators
Where Crowdsourcing Fits
 (And Where It Doesn‘t)
Tenet 1: Know Thy Task
Tenet 2: Know Thyself
• Is your culture highly cautious & risk-averse?
• Are you in a highly regulated industry?
   – Defense industry
   – PII and PHI
• Do you have an appetite for innovation?
• Are you centrally organized or decentralized?
   – Sourcing
   – IT & IS
   – Engineering
Tenet 3: Know Thy Partner

Selection criteria are vital:
   • Referenceable customer successes
       – By company size
       – By industry
   • Ability to adapt to your legacy systems and processes
   • Ability to satisfy legal requirements
       – IP protection
       – NDA
   • Ability to do the job
       – Consistent
       – Predictable
       – Professional
Tenet 4: Know Thy Trends
(Enterprises that already leverage crowdsourcing)
Myths & Misconceptions
Myth #1
        Less In-House Staff, Less Overhead
TRUTH:
• Complement & scale “as needed”…not replace
• Only employees will fully understand strategy,
  company position, internal processes

BEST PRACTICES:
• Build strengths around employees‘ core competencies
• Where does the crowd ‗fits‘ into your team?
   – Fresh eyes, fresh perspectives, and fresh ideas
   – Rote or repetitive tasks
Case Study
          How Google Taps Into The Crowd…
               To Launch Great Apps
BACKGROUND:
• Google tests 15+ software products via crowdsourcing
   - Web products
   - Desktop clients
   - Mobile applications
LESSONS from a BRAND LEADER:
• Pick the right projects
   – Public-facing apps with diverse user bases
• Rethink ‗outside the box‘ in maximizing team expertise
• Rethink ‗team‘ to maximize flexibility and scale
• Save overhead on testing that might otherwise be cost-prohibitive
Myth #2
      …One Less Project to Manage—Yeah!
TRUTH:
• Crowdsourcing (when executed well) should NOT require more time
  to manage than internal team… should make life easier, not harder
• But, it still requires effective, detailed communications

BEST PRACTICES:
• Assign an internal project manager
   – Secure executive buy-in
   – Ensure flow of information
   – Track deadlines, progress
• Hand-off clearly defined ―pieces‖ of a project
Myth #3
One crowdsourcing vendor should be all I need.

TRUTH:
• Some crowdsourcing firms do many, different tasks well within
  similar scope
   – Crowdflower
   – Samasource
   – TaskRabbit
• Crowdsourcing boom = specialization
BEST PRACTICE:
• Match the work to the vendor
   – A crowd vendor produced great web design for you…
   – But…should that same company be your „go-to‟ for advertising vs.Trada?
Myth #4
               But we need to own the results
TRUTH:
• Intellectual property (IP) is a legit issue, esp. for the new & innovative
    – Copywriting
    – Design
    – Animation
    – Code writing
• IP policies vary within crowdsourcing orgs
BEST PRACTICES:
• Establish the ground rules: What‘s their IP policy?
    – How is it communicated to the crowd?
    – How is it enforced?
Myth #5
   Tell the crowd? But we‘re in stealth mode!
TRUTH:
• Confidentiality is a serious matter with material consequence.
• Crowdsourcing is often used for pre-launch products

BEST PRACTICES:
• Ask upfront about preventative measures
   – Precautions… NDAs? What else?
   – Is the policy all-inclusive? e.g. incl. social media, message boards,
     etc.
   – What are the consequences for breaches?
Key Takeaways
• The nature of “work” and “jobs” is changing
• Crowdsourcing has already permeated the enterprise
• Moving upstream into more technical, sophisticated work
   •   Engineering
   •   Testing
   •   Advertising
   •   Marketing
• And like any other trend
   -   There are highly proficient actors… and posers
   -   There are times to leverage it… and not
   -   Growing in momentum… and based on VC funding, that won‟t change
   -   The enterprises that figure out how/where/when to deploy it, will win
Questions?
      Answers.

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uTest CMO Matt Johnston Presents "Online Communities: Changing the Way Work Gets Done" at E2.0

  • 1. Online Communities And How They‘re Changing the Way Work Gets Done Matt Johnston | Chief Marketing Officer [email protected] | @matjohnston
  • 2. Agenda • Session Intro • Crowdsourcing 101 • Secret Sauce • Where It Fits (And Where It Doesn‟t) • Myths & Misconceptions • Q&A
  • 3. What‘s Crowdsourcing? “The act of taking a job or service traditionally performed by a designated person or team and sourcing it to a large group of people in the form of an open call.” - Jeff Howe, Wired journalist & author of Crowdsourcing
  • 5. BUT crowds often look (and act) like unruly mobs
  • 6. And mobs don‘t work in every category Example: Delivering a skilled service at an enterprise level of predictability and efficiency requires an orderly “community” capable of consistently producing the desired results
  • 7. So how do you turn this –
  • 9. The Secret Sauce of Crowdsourcing
  • 10. 4 Crowdsourcing Building Blocks 1. Community profiling – Technical: OS, browser, mobile devices, carriers – Geographic: City, country, languages – Demographic: Age, gender, education, hobbies 2. Community ratings & micro-ratings – By testing type – By industry 3. Highly precise matching – Between each project & each tester 4. Services layer for enterprise clients – Maximize throughput – Minimize overhead
  • 11. How Does This Work In Testing? Recruit, train & incentivize testers: • Two forms of compensation in crowdsourcing 1. Monetary – Paid for approved bugs, test cases, usability surveys 2. Reputation – Robust tester rating system and badges – Customers can mark testers as „favorites‟ • Other forms of community engagement o EG: uTest University (all community-driven) – Training & certification – Career advice – Networking with peers – Product reviews
  • 12. Community Management: (Hard) Lessons Learned Scaling Requires: • Rating & reputation systems that drive desired behavior • Matching that sets people up to succeed • Creating tools & programs to serve the masses - Best proof point: Two years ago, uTest community was 3x with 10x revenue… yet total inquiries in 2011 are now lower • Embracing FUBU concepts, such as: - Community vetting community: uTest Sandbox - Community teaching community: Crash Courses - Community managing community: Test Team Leads - Community policing community: Forums Moderators
  • 13. Where Crowdsourcing Fits (And Where It Doesn‘t)
  • 14. Tenet 1: Know Thy Task
  • 15. Tenet 2: Know Thyself • Is your culture highly cautious & risk-averse? • Are you in a highly regulated industry? – Defense industry – PII and PHI • Do you have an appetite for innovation? • Are you centrally organized or decentralized? – Sourcing – IT & IS – Engineering
  • 16. Tenet 3: Know Thy Partner Selection criteria are vital: • Referenceable customer successes – By company size – By industry • Ability to adapt to your legacy systems and processes • Ability to satisfy legal requirements – IP protection – NDA • Ability to do the job – Consistent – Predictable – Professional
  • 17. Tenet 4: Know Thy Trends (Enterprises that already leverage crowdsourcing)
  • 19. Myth #1 Less In-House Staff, Less Overhead TRUTH: • Complement & scale “as needed”…not replace • Only employees will fully understand strategy, company position, internal processes BEST PRACTICES: • Build strengths around employees‘ core competencies • Where does the crowd ‗fits‘ into your team? – Fresh eyes, fresh perspectives, and fresh ideas – Rote or repetitive tasks
  • 20. Case Study How Google Taps Into The Crowd… To Launch Great Apps BACKGROUND: • Google tests 15+ software products via crowdsourcing - Web products - Desktop clients - Mobile applications LESSONS from a BRAND LEADER: • Pick the right projects – Public-facing apps with diverse user bases • Rethink ‗outside the box‘ in maximizing team expertise • Rethink ‗team‘ to maximize flexibility and scale • Save overhead on testing that might otherwise be cost-prohibitive
  • 21. Myth #2 …One Less Project to Manage—Yeah! TRUTH: • Crowdsourcing (when executed well) should NOT require more time to manage than internal team… should make life easier, not harder • But, it still requires effective, detailed communications BEST PRACTICES: • Assign an internal project manager – Secure executive buy-in – Ensure flow of information – Track deadlines, progress • Hand-off clearly defined ―pieces‖ of a project
  • 22. Myth #3 One crowdsourcing vendor should be all I need. TRUTH: • Some crowdsourcing firms do many, different tasks well within similar scope – Crowdflower – Samasource – TaskRabbit • Crowdsourcing boom = specialization BEST PRACTICE: • Match the work to the vendor – A crowd vendor produced great web design for you… – But…should that same company be your „go-to‟ for advertising vs.Trada?
  • 23. Myth #4 But we need to own the results TRUTH: • Intellectual property (IP) is a legit issue, esp. for the new & innovative – Copywriting – Design – Animation – Code writing • IP policies vary within crowdsourcing orgs BEST PRACTICES: • Establish the ground rules: What‘s their IP policy? – How is it communicated to the crowd? – How is it enforced?
  • 24. Myth #5 Tell the crowd? But we‘re in stealth mode! TRUTH: • Confidentiality is a serious matter with material consequence. • Crowdsourcing is often used for pre-launch products BEST PRACTICES: • Ask upfront about preventative measures – Precautions… NDAs? What else? – Is the policy all-inclusive? e.g. incl. social media, message boards, etc. – What are the consequences for breaches?
  • 25. Key Takeaways • The nature of “work” and “jobs” is changing • Crowdsourcing has already permeated the enterprise • Moving upstream into more technical, sophisticated work • Engineering • Testing • Advertising • Marketing • And like any other trend - There are highly proficient actors… and posers - There are times to leverage it… and not - Growing in momentum… and based on VC funding, that won‟t change - The enterprises that figure out how/where/when to deploy it, will win
  • 26. Questions? Answers.