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R2-Tea-2

R2 tea 2

As geeks, we never miss an opportunity to Star Wars-ify stuff at Shopify. Meet our kettle, R2-Tea-2.

This article also appears in the Shopify Technology blog.

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Notes from "How to Run a Startup Like Genghis Khan"

Genghis khan statue

Among the sessions that took place during the first time slot of BarCamp Portland was Kevin Hale’s How to Run a Startup Like Genghis Khan. As one of the guys behind the online form startup Wufoo (who were recently acquired by the online survey startup SurveyMonkey), Kevin’s been applying the principles inspired by one of history’s greatest — and feared — military commanders to great effect.

As is my habit, I took copious notes, after which I expanded and annotated them and which I now present below. Enjoy!

How To Run a Startup Like Genghis Khan

  • Genghis Khan made arrangements so that his death would be a mystery
  • He was buried in an unmarked grave
  • In order to preserve the mystery of his death, he had a squad kill the people who buried him when they had completed their task
  • And in order to be very thorough, he had another squad kill that first squad

  • Most of you are aware of Khan’s reputation: a ruthless killer and sire of many children across Asia
  • His story is a little more complex than that. What many people don’t know is that he was captured and made a slave when he was young, broke free and rose to unite the various confederations of mainland Asia and is considered to be one of history’s most charismatic and dynamic leaders
  • He is responsible for many developments in his part of the world, including opening trade routes, developing a system of writing and promoting religious tolerance across his empire
  • In the span of 25 years, his Mongol Empire conquered more land than the Roman Empire did in 400. He conquered more territory than anyone in history
  • With his forces comprising only 70,000 warriors, he took on and defeated armies that outnumbered him 3 to 1

  • Strangely enough, the things Khan did in order to achieve success are quite applicable to the startup world:
    • He did big things with small teams
    • He used combinations of technologies from different places
    • He was an excellent word-of-mouth marketer

  • Khan was a Mongol
  • "Mongol" was often used as a catch-all term for eastern people such as the Huns, Scythians and so on
  • These people were nomadic badasses
  • Their home was the Asian steppe: an unforgiving land with few trees and sparse resources
  • The Gobi Desert is immediately south, and huge mountainous regions to the north and west
  • The capital city, Ulan Bator, has the lowest average temperatures of any world capital
  • Being nomadic was a survival tactic in such climes

  • Consider the way they lived versus people who lived in cities, towns or villages:
Mongols "Townies"
Lifestyle Mobile Settled
Structures Tents Buildings
Tactics Offensive Defensive
Resource Management Resourceful Wasteful
Who Provided Food? Hunters Gatherers
What They Ate Protein Carbs

 

nomad vs sedentary

  • If you’re in a startup, you’re in a situation similar to the Mongols
  • You should borrow from their bag of tricks
  • It’s all about less, namely:
    • Less money
    • Fewer employees
    • A small office (or sometimes, no office at all)
    • Less hardware
    • Fewer features
    • Less code
  • Y Combinator-funded startups use a "less" philosophy: they fund small teams, give them just enough money to operate, and encourage them to be "ramen profitable".
  • Like Khan, startups should try to take advantage of efficiencies

Mongolian army

  • Khan had a relatively small force and did not like to sacrifice the lives of his men needlessly
  • He tried to beat his enemies before battle even begun — he gave top priority to defeating the will of the enemy
  • The goal was to get villages to surrender before his army set foot in them
  • Khan’s forces:
    • Devoted a lot of time to building word-of-mouth and spreading rumours of Khan’s impending attacks
    • Sent scouts to reconnoiter cities in order to find potential targets and make maps
    • Captured local scribes and put them to work writing propaganda: "Genghis Khan is coming!"
    • Would build a pile of skulls outside a city they were planning to attack
    • Would never attack a main stronghold first; instead he would first destroy their outposts
    • Captured the bright people from the outposts and let the others go free; those set free would run to another town or outpost, spreading word of Khan’ attacks and taxing their resources
    • Built fortifications around cities they were going to attack, followed by siege machines
    • Even participated in biowarfare, catapulting human heads and plague victims over city walls
  • On the day of battle, Khan’s forces would put on a big production prior to their attack:
    • They would gather outside the place they were attacking
    • Soldiers would carry multiple torches, making their numbers appear far greater
    • They would be accompanied by chanting priests, war drummers and Tuvan throat singers, who would create a lot of noise outside the target city for a long time to scare the citizens
    • After a long while, the priests, drummers and singers would stop suddenly and simultaneously
    • Shortly after the period of silence, which would be terrifying to the enemy, they would attack
  • Khan’s armies would use tactics suited to their numbers:
    • They would engage in heavy combat, and then retreat
    • The opposing army would follow them, not realizing them that he was luring them into being boxed in by the retreating force and another force lying in wait in a "kill zone"

mongolian army 2

  • Lessons to learn from Khan:
    • Build your audience and make them part of the extravaganza
    • 37signals built their audience with the Signal vs. Noise blog, which was founded in 2001
    • It wouldn’t be until 2004 that they released their product, BaseCamp
    • Gmail built their audience and demand by making the initial version a limited-invitation beta
    • Thanks to the scarcity, early GMail users became mini-celebrities
    • Wufoo did this by going with an unusual contest: "Win a friggin’ battle axe!"

Win a battle axe

  • In medieval warfare, armies were arranges like so:
    • Infantry in the front
    • Mounted calvalry in the middle
    • Archers in the back

    Voltron

  • This approach is an example of what I call the "Voltron Inefficiency", where every Voltron episode seems to follow the same pattern:
    • First, the five members of the Voltron team would try to take on the enemy in their individual lion ships, and lose
    • Then, they’d merge the lions ships together to form Voltron and still lose
    • Finally, they’d use the winning tactic: with Voltron formed, they’d pull out  the best weapon, the blazing sword and defeat the enemy
    • The inefficiency: why not just use the best of everything –  Voltron and the blazing sword — at the very beginning?
  • Khan’s forces didn’t fall victim to the Voltron inefficiency: they put the archers on horses, combining mounted cavalry and bowmen
  • Their horses were smaller and faster, and they wore lighter leather armor (less weight) and only on the front (less weight, and discourages retreat)
  • Compared to the English longbow, a large, cumbersome and simple bow, the Mongolian composite bow could be folded for travel, was light enough for even the smallest of women to use and had greater range

mongolian composite bow

  • The startup equivalent of this is to have everyone, regardless of title or position, take on customer-facing roles such as customer support, marketing and sales
  • They do this at Kayak.com, which brings up the question: "Why pay an engineer $150K to answer phones?"
  • The answer: if you do this, engineers will fix their code so that they don’t have to answer phones
    • If they hear the same complaint from many customers, they’ll fix that problem rather than have to hear that complaint again
  • This approach makes for developers and designers who become more responsible for the product
  • At Kayak, the average response time on business days is about 7 – 12 minutes
  • By putting developers on support, they end up building tools to help the support team scale

Genghis khan museum poster

  • Khan had his generals or sons marry people from the places he conquered
  • He did this to forge alliances and maintain long-term relationships with the nations under his rule
  • At Wufoo, we’re fanatical about creating and maintaining long-term relationships with our customers
  • Consider the work of John Gottman, who could look at couples fighting and predict with uncanny accuracy who would stick together and who would break up
  • Our relationship approach depends on the type of user:
    • With new users, it’s like dating
    • With longer-time users, it’s like marriage
  • There are fights in every relationship, whether within a couple or a relationship with a customer; the types of fights have analogues in both types of relationships:
Reason for fight
in a marriage
Customer analogue
Money Cost and billing
Kids Customer’s customers
Sex Performance
Time Performance

 

  • Customer relationships are important at Wufoo
  • We make every one of our employees say "Thank you" to our customers, with hand-written cards
  • Our users stay loyal, with a deep emotional connection to us

Mongolian bridge

  • The Mongols, being nomads, didn’t leave behind literature, art, buildings or cities
  • What they did leave behind were bridges, which were useful to them as a travelling people
  • These bridges benefited everyone else too: they even made the Silk Road possible
  • Wufoo also builds bridges by participating with the community around it

This article also appears in the Shopify Blog.

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X-Muppets

X muppets

A Muppet adaptation of the X-Men? I could get behind that. I can just imagine Miss Piggy as Emma Frost.

Kudos to Razzah for creating this (click the image to see the original).

This article also appears in The Adventures of Accordion Guy in the 21st Century.

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Going to Toronto for Ruby Job Fair and Portland for BarCamp

Airplane wing

Some of the Shopifolks are travelling this weekend to some interesting events.

rspec::table, a.k.a. The Ruby Job Fair (Friday, May 20th)

Rspectable employment

If you’re in the Toronto area and looking for a job, you might want to drop by rspec::table employment, otherwise known as the Ruby Job Fair. Our friends at Unspace are holding this event, where Rubyists seeking employment can meet with potential employers.

It’s the third such event put together by Unspace, and it’s specifically aimed at those programmers who’ve eschewed more mainstream programming languages and frameworks for the Ruby, Rails and other Ruby-related goodies because, let’s face it, they’re fun. And hey, we believe that if you’re going to spend your working life — half your waking existence — doing something, it had better be fun, don’t you think?

Have you considered developing for Shopify? Think of it: we’re growing start-up that’s actually profitable, and that was before we secured that Series A funding. We’re in the business of helping people sell stuff online, a field whose growth is strong and steady. We’ve got some killer coders in the shop; I feel like the dumbest guy in the room when I’m around them (I’m okay with that — it has its advantages). The perks of working here are great, from the people to the gear and welcome swag to the location — not some soul-draining industrial park, but in Ottawa’s ByWard Market: central, and the liveliest part of town.

If you’d like to get a job with us and in on some of this action, come on down to the Ruby Job Fair this Friday, May 20th at Unspace’s office (342 Queen Street West, Toronto, east of Spadina, above LuluLemon) from 5:30 p.m. to 7:00 p.m. and say hello to the Shopifolk who’ll be there: Brittany, Edward and Julie!

To find out more about the Ruby Job Fair and the after-party, visit the Ruby Job Fair site.

BarCamp Oregon (Friday, May 20th – Saturday, May 21st)

BarCamp Portland logo

Shopify is one of five startups that makes up the BarCamp Tour, a group helping sponsor BarCamps all over North America. Thus far, we’ve been to BarCamp Boston and MinneBar (a Minneapolis-based BarCamp serving all of the state of Minnesota). This weekend, we’ll be at the third BarCamp on the tour: Portland, Oregon, affectionately known to some as Portlandia:

BarCamp Portland is an unconference: a conference whose topics, sessions and schedules are determined by the attendees. On the start of the unconference day, people will propose session topics and set up a schedule, after which the unconferencing will begin. We’re expecting geeks of every sort to show up: not just the hackers, but artists, engineers, hobbyists, writers and poets, jokers and journalists, entrepreneurs, cooks and bakers, people who till the land or help neighbourhoods take shape, and anyone else who likes create.

Shopify, along with our partners on the BarCamp Tour — BatchBlueGrasshopperMailchimp and Wufoo — isn’t your typical event sponsor. Yes, we’re each throwing in money to help BarCamp organizers hold their events, but we’re also there at the conference, actively participating, joining in the discussions, providing food and drinks, and even helping carry stuff or clean up. We’re also there to promote our companies, but not in a hard-sell way — we’re there to meet people who want to use our software and services, have questions and get to know the creative, inventive, ambitious people who attend BarCamps!

I’ll be there, helping out, facilitating sessions, answering questions about Shopify and playing accordion (of course). If you see me, please say hi!

To find out more about BarCamp Portland, visit the BarCamp Portland site.

If you’re interested in finding out more about BarCamps, watch this video, taken at one of the first BarCamps in San Francisco:

This article also appears in the Shopify Blog.

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Designing for Humans (Notes from the Ottawa Social Media Breakfast)

01

I started the day at the Social Media Breakfast Ottawa (Shopify’s home city), a regular event where local people interested in all things social media gather to meet their peers, see presentations and get to know each other. As the new kid in town (I’m in Ottawa for the summer to immerse myself in Shopify, after which I’m going to working from my home city of Toronto), I made it a point of catching this event to get to know the local tech, design and business scene.

The other reason I wanted to attend the session was the presentation, Designing for Humans, which was given by Martin Gomez. Gomez works on both sides of the U.S./Canada border: he’s a professor of design at Algonquin College here in Ottawa, but he’s also Creative Director at Sparkart, which is in San Francisco.

His talk was a good introduction to user-centred design and perfect for the majority of the audience. A lot of us weren’t from a design background — we were from either the tech or business side, and it’s important to have an understanding of what design is. To borrow a quote from Steve Jobs, who really sweats the design details in his products, “It’s not just what it looks like and feels like. Design is how it works.

As is my habit, I took notes during the session, and I’m sharing them below. Enjoy!

My Notes

  • What is a user interface?
  • It’s how a human “speaks” to a machine, and how the machine responds.
  • When we think of user interfaces, we think of buttons and displays, but there’s more to user interfaces than that.
  • On a phone, the user interface isn’t just the buttons, but the way the handset is shaped, and even (on a desktop phone) how the cradle holds the handset.
  • Consider the Ferrari:

Ferrari cockpit

  • Even though none of us drive a Ferrari, we’d know how to do so if we had the chance — at least those of us who drive stick, anyway, and there are Ferraris with automatic transmission.
  • The first thing we’d do is look for the ignition, and we’d probably be looking to the right of the steering wheel, with the keys in our right hand.
  • Why would we know how to drive a Ferrari even though we’ve never driven one before? Why would be searching for the ignition to the right of the steering wheel?
  • It’s because of conventions.
  • Conventions are important!
  • Oftentimes, the best way to do something is to do it the way it’s always been done.
  • I often have to fight with students about this; being young, they’re always trying to change everything for change’s sake.
  • There may be cooler ways to do something, but are they usable?

Zenith space commander

  • It’s nice and simple!
  • Now consider the present-day cable TV remote:

Cable tv remote

  • We’re all used to this style of controller now, even though we may have had to explain it to our parents.
  • Note the buttons: five different colours, a number of different shapes, a couple of different up/down controls.

Showing giant calculator

  • Let’s take a look at one more kind of remote: the novelty oversized remote, which is big enough that you almost need two hands to hold it:

Giant tv remote

  • This is a disaster — you have to look at it in order to be able to operate it.

Cable tv remote

  • On the other hand, there’s a lot of good stuff going on with the standard cable TV remote:
    • It fits easily in your hand.
    • When you’re holding it at its most balanced point, the most often-used controls are easiest to reach.
    • Differently-shaped buttons let you navigate by feel.
    • Functions that feel similar (such as channel up/down and volume up/down) are kept in separate places to avoid confusion.
    • You can operate this remote without having to look at it — after all, you’re looking at the TV!
  • Let’s look at an old videogame controller — this is from the ColecoVision system:

Colecovision controller

  • That thing at the top of the controller is a joystick, which moved only a millimetre in any direction.
  • Just below it and to the side of the controller were two buttons.
  • Below the buttons was the keypad, which didn’t seem to be used for anything.
  • As complex as that control was, Coleco came up with an even more complex one for games like baseball:

Coleco super action controller

  • This was a really complex controller!
  • On its top was a joystick, keypad and left/right scroll wheel.
  • Inside the “pistol grip” were four “trigger” style buttons.
  • You had lots of input options, but it was all very complex.
  • Then came this:

Nintendo controller

  • Compared to Coleco’s complex controller, the Nintendo controller was a joke.
  • However, game developers discovered that you could get a lot out of simple controls.
  • Today’s game controllers are still based on Nintendo’s layout.
  • Presenting the user with fewer options means less thinking and more enjoyment.
  • How do we make user interfaces better?

Alpha grip keyboard

  • This is the AlphaGrip keyboard.
  • What if I told you that you could easily be typing 50 words per minute on it?
  • What if I told you that this was coming standard with all iMacs — all polished up and silver, of course — and replacing the standard keyboard?
  • Most of you wouldn’t go for it. (There’s always one who will, but most of you wouldn’t.)
  • Why is this so? Because of the perceived effort in learning how to use this strange keyboard.
  • There’s also the matter of people reacting with: “Why should I bother learning this one? My keyboard’s fine.”
  • For most people, there just doesn’t seem to be enough to be gained from this keyboard for it to be worth learning.
  • In the meantime, the QWERTY keyboard we all know and love is intentionally designed to slow us down.
  • This keyboard layout is from the days of mechanical typewriters, which jammed if you typed too quickly, so the most commonly-used letters were moved out of the way.

 

  • Old MP3 players seem so quaint now:

Creative nomad

  • Their design followed the convention of a familiar device: CD players.
  • The along came an MP3 player that completely broke the convention:

Original ipod

  • Instead of the CD player-style interface where the controls were all buttons, the iPod’s interface was centred around the wheel.
  • “Your thumb hit the wheel, and it was a sensual experience!”
  • “The button pushes back like it loves you.”
  • Now, if you look at present-day media players, the iPod is the convention.
  • So yes, there is a time to break conventions and innovate.
  • With innovation, the new design must be so intuitive that we immediately forget the convention.
  • How do we use these principles to make a great website?

Electronics site

  • When I went online to try and buy speakers, I didn’t look at the site thoroughly and then go “Hmmm…what to click?”
  • The site’s very cluttered. I got lost a couple of times, and ended up clicking on something that was easy to find, even though the closest to ideal speakers were right in front of me.
  • Users don’t look at a site, evaluate it and then pick the optimal option; instead, the pick the first satisfactory one.
  • This act is called “satisficing”, which comes from the words “satisfy” and “suffice”.
  • Satisficing isn’t always an act of laziness. Firemen do it too, when rushing into a burning building — there isn’t time to figure out what the optimal option is.

Book store site

  • On the other hand, his favourite book store site, Amazon is easy to use.
  • Steve “Don’t Make Me Think” Krug raves about it.
  • On the Amazon site, all clickable things are blue, and things meant to call out your attention are orange.
  • It makes good use of layout, taking advantage of negative space.
  • It’s also quite readable, because it’s been built based on the “F formation”, and F-shaped pattern that our eyes follow when reading online.
  • The F formation was observed when performing eye tracking on people reading websites:

F formation

  • Notice that the “hot” part — where the reader’s eyes spend the most time — is near the top.
  • Good web designers put the most important stuff on the top because that’s where the eyes go.
  • Take a look at the Skype site:

Skype

  • Skype is a pretty complex product, but the site’s design is quite simple.
  • The design suggests that it’s not difficult to learn how to use Skype.
  • Many complex products have simple sites.
  • Another example: MailChimp!

Mailchimp

  • MailChimp is about running email newsletters and campaigns, which isn’t simple, especially for large lists.
  • “But look at that monkey! It makes you think you’re going to have the time of your life using MailChimp!”
  • When learning something new, there’s associated stress; having a cute mascot lowers that level of stress and diminishes the expectation that learning MailChimp is going to be difficult.

Showing shopify site

Shopify

  • Making online stores is a very complex thing.
  • There used to be a time when if a client asked me if I could build them a store, I’d say “Hell no!”
  • Shopify makes the process very easy, and the site design reflects that.
  • The user interface of Shopify is great — the sign-up process is very nice, showing you what the next steps are.

Hands on computer keyboard

  • Put yourself in the user’s shoes and remember these things that all users ask of a site:
    1. Don’t make me think.
    2. Don’t waste my time.
    3. Show me what to do.
  • “Don’t reinvent the wheel unless you’ve got a better wheel!”

This article also appears in the Shopify Blog.

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That’s How We Roll in the Wintel World

Shopify, being startup made up mostly of younger people with a strong design bent, are a Mac-based shop. When you walk in the office, it’s Apple logos as far as the eye can see (I’m the lone holdout, with both a Mac and a Windows machine at my desk). Every culture lives in its own bubble, and Apple Hipster Culture is certainly no exception, so they can be forgiven for being unaware of goings-on in the Wild and Wooly Wintel World.

Somehow, one of our conversations took a turn from Harley poking loving fun at Edward’s new haircut (he kids because he cares) to  me bringing up the legendary promo video for MSI’s X Series of really slim laptops showing a guy in a singlet catching them with his butt-cheeks. They refused to believe that such a thing existed, so I had to destroy their innocence forever with a quick jaunt down to YouTube:

I watched the horror in the young whippersnappers’ eyes as they watched.

Lightweights, I thought to myself. If you think that’s bad, you don’t even want to know what sort of kink the Arduino people are into.

And that’s how we roll in the Wintel World.

This article also appears in The Adventures of Accordion Guy in the 21st Century.

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BarCamp Portland: May 20 – 21

BarCamp Portland is This Weekend!

BarCamp Portland logo

If you’re in the mood for some geeky activity this weekend in the beautiful city of Portland, Oregon, you’ll want to hit BarCamp Portland 5! It’s taking place this weekend at the Eliot Center (1226 SW Salmon Street)…

Eliot Center, as seen from the street

…on these days:

  • Friday, May 20th: The Opening Social, which starts at 6:30 p.m. and runs until 9:00 p.m.. The idea behind this evening is to get everyone primed for the main event on the following day.
  • Saturday, May 21st: The Main Event: the actual unconference, with the big scheduling scrum happening at 9:00 a.m. and the sessions running from 10:00 a.m. until 9:00 p.m..

The BarCamp Tour

I’ll be there, because I’m representing Shopify, one of five startups that make up the…

Barcamp tour logo

…BarCamp Tour! Along with our friends BatchBlue, Grasshopper, Mailchimp and Wufoo, we’re sponsoring BarCamps across North America, and not in the typical way, either! Yes, we’re each throwing in money to help BarCamp organizers hold their events, but we’re also there at the conference, actively participating, joining in the discussions, providing food and drinks, and even helping carry stuff or clean up. We’re also there to promote our companies, but not in a hard-sell way — we’re there to meet people who want to use our software and services, have questions and get to know the creative, inventive, ambitious people who attend BarCamps!

Register!

Register! (Finger pressing space bar on a computer keyboard)

Best of all, BarCamp is free-as-in-beer to attend. That’s right, it’ll cost you no money to come and participate. We do ask that you register at BarCamp Portland 5’s EventBrite page, and if you do fee like throwing in a little money to help cover the costs, you can do that too.

What is BarCamp?

BarCamp is an unconference: a gathering that turns the usual notion of a conference on its ear. There is no set agenda, no topics are pre-set and no speakers are pre-ordained: you, the attendees determine all that! On the start of the unconference day, people will propose session topics and set up a schedule, after which the unconferencing will begin. We’re expecting geeks of every sort to show up: not just the hackers, but artists, engineers, hobbyists, writers and poets, jokers and journalists, entrepreneurs, cooks and bakers, people who till the land or help neighbourhoods take shape, and anyone else who likes create.

As the BarCamp Portland site puts it:

Bring a demo or an idea and you will find people to talk about it with, but think of it less as a presentation and more as a conversation. Rest assured that you will exchange a lot of knowledge about your topic and many others with a lot of interesting people and come away thinking big thoughts.

If you’d like to get a little more background about the origins of BarCamp, check out an article of mine from 2006 titled BarCamp Explained. You might also want to watch the BarCamp San Francisco 2006 video below  to get a feel for what BarCamps are like (note: some salty language at the end; it might not be suitable for your workplace):

See you at BarCamp!