Office Organization

I see several internal categories of customers applications are developed for, and often the mistake is made of building a product with the wrong user in mind (often management or business intelligence is stressed over accomplishing the work — likely because these are the people with the purse strings.)

An arbitrary set of categories:

Strategic Planning
Product Development
Sales & Marketing
Services & Support

The CEO and top management need to know the big picture. Summary reports, sales statistics, product development & IT costs, customer satisfaction, profit & loss, etc. but are really outwardly focussed. Their job is to think about potential customers, competitors, investors, and decide where the business should be going. They mostly need reports, I’d argue not even reporting tools beyond spreadsheets, etc. for number crunching comparisons. Tools from all the other departments should make it easy for them to provide strategic data on demand, but I’d argue, not even have a view that a CEO could use. It’s a waste of his time to learn to use it anyway, and he’ll probably mis-interpret the data, or end up micro-managing.

Management tools should be focussed on managing their teams, not on gathering reports for decision making. A manager should not need to know time tracking information beyond that Joe is always late or work, or Judy always goes over budget. Interfacing with HR and Accounting are what they need, because that’s how they work with budgets and employees. Joe should be able to go to his manager about insurance or schedule concerns, and Judy should be able to procure what she needs. Management does need to budget time as well as money, but that’s limited level strategic info, and should be given to them as a report with comments, they shouldn’t be making their own reports or micro-managing their teams’ tasks.

Believe it or not, Product Development is the core of a business. It’s not Sales. Without sales, you couldn’t pay to develop your product, but what is sales selling? It’s what your business does. You make widgets. No one goes to a business saying “I’m looking for someone to sell me something.” Likewise, all the other departments are dependent on product development. These are the “employees” HR cares about. The things that fulfillment is fullfilling, support is supporting, and accounting is counting. Figuring out the *something* to produce is the strategic decision. Producing the product is core. Everything else is details.

Development, QA, and Project Management tools fall in here. It’s why automation is so big in industry. Insuring quality is key to differentiating from competition, and Project Management makes sure you know how these two tasks are going.

Probably the biggest tools market is in Project Management these days, and truth is they’re mostly all bad because they’re geared towards letting managers and executives (and accounting and HR) stick their fingers in the pot and grind the gears of development to a halt.

In the physical world, product development automation has the biggest pay off, and is probably the most mined. Quality Assurance is the hardest to automate, because their job is to make sure the development is done right. And I’m not just saying that because I have a career in QA. I may only know it because I do, but it makes sense — or else I’m blinded by my perspective.

But the better, cheaper, and faster you can verify quality, the better off you are. This is where things like time tracking, budget oversight, and quality control tests come into play. It should be outside of management, partially so management can make dispassionate decisions.

In the recent past, Customer Support was thought to be the big win. There is still a lot of room for improvement, but the truth is, it’s the support that’s lacking, not the tools. Support needs the tools to know about things like inventory, shipping, customer accounts, etc. AND THE POWER TO USE THEM. That’s the part that’s lacking. And the tools are pretty bad, to boot.

Sales consists of two types. Salesmen, and Point of Sale. They are completely different. One is going to customers, the other is handling the customers that come to them. One is trying to convince people, and the other hopes they don’t change their mind, because they are already customers, they just haven’t paid yet. Therefore, Point of Sale personnel need good information on inventory, accounting, fulfillment, and product features. (It wouldn’t hurt if salesmen knew them either, but let’s not expect too much.) Salesmen, however, need to listen to customers, and take back to Strategic planning and product development what the potential customers want. There are two sides to customers relations, and I think this is where a lot of tools fall down. Of course the idea is to cross-sell to existing customers, but that’s changing their mind. Service and Support (perhaps an extension of the point of sale) shouldn’t let a new product poach their customers, unless a strategic decision has been made that it’s worth risking losing existing customers for existing products to try and convert them. Don’t ever think you can have your cake and sell it too. If so, that’s great, but don’t count on it.

Infrastructure, IT (and I’d almost put accounting into this category too), janitorial, whatever keeps the business going. I know it’s an unsung field, but that’s a sign of a good job. The business isn’t about you anymore than it is about sales, but you’re just as important. Sales pays the bills, but you keep the product rolling, and everyone else humming. These tools are usually pretty technical in nature, and truth is, you have to be able to fix when tools break.

HR is mostly a growth of the legal environment. Managers should be able to make decisions, but there is just too much red tape for a manager to handle. The fact is, employees can sue, and so we need you. Gone are the days when accounting cuts paychecks and managers hire and fire. Maybe this isn’t a real category, but it’s a big enough element in most businesses that there are tools targets. People create data, and it’s often very complex. And if you’re not a customer, you’re an employee, and fall under HR’s purview. Departments like HR need to enter data and query it. They can probably get by with a file cabinet, even in the largest organizations (10,000 employee files an inch thick would easily fit into a medium-sized room, and could be retrieved within a couple minutes, if sorted alphabetically.) But this is the computer age. We don’t need the filing cabinet, and Joe doesn’t need to punch a clock, and Judy doesn’t need to fill out her expense reports in triplicate. This is the low hanging fruit. Regulation is the big issue here, but it’s simple forms and databases. What’s really needed are backup and security solutions.

3 more

I will also look at three Open Source Applications I want to support. I’ll concentrate on apps I can host or deploy and provide value-ad. Some potentials to investigate:

OSCommerce / Zencart
Compiere (ERP)

Software for hardware utilization:

Asterisk (VOIP, PBX, Digium Cards)
EWRT, Portless, etc. (WIFI Routers)
NoCat (Wifi Captive Portal)

I need to look at shopping cart, content management, catalog, order fulfillment, payment processing, fulfillment, shipment tracking, for the typical web site; and accounting/bookkeeping/general ledger, payments received, invoices, shipping and receiving, inventory, paychecks and bill pay, etc. for back office solutions. I need to look at business intelligence and reporting, ERP, CRM, HR, etc. for the front office. Also time, task, product management for productivity (specialize in coming at it from a QA centric approach.)

and 3 commercial apps to support:

1. Microsoft Office (for forms to database and report generation. Template based documents. Alternately look at Outlook applications and plugins. Email based workflow will be huge.

— Also look into Open Office for this. An open office form builder and db/spreadsheet validation back end would be gold. Like creating VB/Access for open office users. It’d be the number one was to drive up usage of that suite.

2. — There could be good money in this, though it won’t be fun work, I hear it solves a lot of problems for a lot of businesses. Things like SugarCRM may overlap here.

This is probably a sales model I want to emulate with a QA application service. Though I think in house, maybe product management appliances or virtual machines.

I’d also like to see plug an play email server, spam filter, antivirus, etc. appliances or shared hosting. I want it for myself. Network accountability, records compliance, secure document storage and backups, etc. This end of the market may be saturated, but there isn’t good understanding. All I can think of is the Barracuda networks radio ads. Maybe they’re the best, or maybe there’s someone else. Maybe fast-mail has a good service. Maybe there’s an open source (or commercial) solution I could package or recommend & support.
3. Mercury testing tools. LoadRunner, WinRunner, QTP, Test Director. This is always a high demand skillset. Though personally a red flag for a company in my opinion. It’s not typically the type of job I want, but if paying the bills six months of the year is in my future I want to keep my hand in.

I also need to look at the open source and commercial alternatives. Segue (Borland) and Rational (IBM). OpenSTA, TestMaker, Watir/Samie/Pamie/Jiffie/PHP?, Selenium, Canoo, etc.

That’s a lot to do. On top of that I may be spending a lot of time training employees, working with partners, reviewing work, managing, etc. I need to find a revenue stream, but I don’t want to get tied to one too quickly and narrow my focus.


So there are 4 days left at work. Then I’m on my own. If I want a boat, I’ll do what it takes to get it. If I can. Now it’s time to find out if I can and if I want it.

Maybe what I really want is to run a restaurant/hotel in Ecuador.

Maybe what I want is to make decent money doing QA part time and helping Kelsey volunteer part time.

Maybe it’s to be on a boat, working via an expensive satellite uplink.

Or to run a business creating software solutions.

Or to build houses, or speculate in real estate, or write or paint.

What I really want is to be Robinson Crusoe, more or less, but that doesn’t happen.

So what I’m going to do is follow a business plan, and try to make enough money to do what I want and to make Kelsey happy. Here’s the plan, for the first six months at least:

After walking away from Varolii, I’ll have two weeks to pack and take stuff to my parents in Montana. I’m not going to worry about anything else except to make sure I’ve got a computer that works and that I can get as much done as possible without a network connection.

– And that I can send and receive email.  I think that’s taken care of, at least I don’t want to screw it up any more.

I anticipate up to a month without a reliable network connection, hopefully less. During that time I can probably get by with a flash drive at a cybercafe. But apart from email, some uploads, searches, and a few tools or tutorials downloads, I won’t get much there. I don’t want to have to download a JDK or learn .NET from a cybercafe. In that time I’ll concentrate on what I have.

What will I have? A LAMP environment on Windows Vista, I hope. That’s what I need to concentrate on getting onto in before going. I want to take a serious look at mod_perl + Catalyst, Ruby + Rails, python + turbo gears, and PHP junk. But I won’t have time to read a bunch of tutorials and junk, so I’ll probably just mirror the PHP documentation and prototype on that. I’ll want a JDK + eclipse + netbeans and .NET + all the free versions of SQL server, Visual Studio, etc.

I’ll join O’Reilly Safari and check out some books on PDF. I don’t know if I’ll do the bookshelf (10 books a month at $20) or the library (unlimited books at $40/month.) I’ll take a few books with me (5-10) — it’ll be tough to decide.

I want to spend the first month brainstorming, evaluating technology, and brushing up my skills. We probably won’t have that much time anyway. We need to find a house, establish a routine, visit friends, get adapted to the local microbes, and plan. But I want stuff to keep me busy.

After that, I want to have three short term projects, three services I can offer, three business plans, and three things I can do to help in Ecuador.

I will submit plans to Kelsey, and have weekly status reports and milestone evaluations.

Here are the threes (as currently in my mind):

3 Small Projects:

  1. A new Bugzilla UI
    • AJAX practice
    • ideas for better tool
    • demonstrate web design ability
    • advertise QA experience
  2. A test case authoring tool
    • webapp dev practice
    • crystalize design of test case model
    • advertize dev and QA experience
  3. a gallery application
    • image manipulation practice
    • current and future reuse on websites
    • donleeart and
    • web service and front end to attract users

3 Web Services:

  1. An image editor (watermarks, resizing, and comments)
  2. QA Tools Provider
    • Bug Tracking
    • Test Authoring, Execution, Results, Reporting
    • Task Management
    • Wiki, Knowledgebase, Collaboration, etc.
  3. Shipping Tracking
    • for DHL resellers (United Shipping)

3 Business Plans

  1. Telecommute
  2. Piecework (through sites like, referrals, solicitation, etc.)
  3. Product development and sales or service subscriptions.

Okay, that’s not really the three business plans, and I’m out of time. I need to list three specific things I can do that will potentially make money, give timelines, budgets, etc. for the projects. These are the three main strategies.

Telecommute would also include (or could be broken down into) a QA lab, consulting, or offshore style work.

Piecework could also include bespoke applications and COTS (probably open source) customization and/or administration.

Product development could also be application hosting, or could lead to consulting from distribution of open source apps.

I need to work on some clarification here.

3 things I could do in Ecuador:

  1. Teach computer classes
  2. Work at orphanage and with Kelsey’s foundation
  3. Employ or partner with Ecuadorians

I also need to learn Spanish, manage our household, and figure out business stuff (like taxes.)

After three months (by January) I will need to submit a description of my intent on what to focus on, though there will be room for more experimentation. The next three months should be dedicated to one (or at most two) ideas in an effort to complete them.

I’ll either try to monetize an idea, complete a product, or find income.

After the first 6 months, I’ll think bigger. Like hiring people, looking for financing, or setting up a hosting environment for customer.

Painting the bike shed

I just had another long meeting.  I managed to conceptualize a video game, design a jet, come up with three interior configurations (from 8 luxury seats and a bed to a 16 seat commuter), and then developed a business plan based on leasing that commuter jet for 5 million dollars.  It turns out that I’d need to charge $334/seat, average 75% occupancy, make 2 flights a day for 300 days a year, and I’d make a profit in 10 years.  If you know anyone looking for a solid 3.8% return, I’d like to start an airline.  After that I got bored and drew up some house plans, ice cream cones, and various halberds and other weapons.

After deciding the theme of the meeting was not “What color should we paint the bicycle shed?” but “What color should the bicycle shed be painted?”  I managed to chime in after a particularly clueless comment that we should use paint.  The scary thing is I think the only other guy who was on that level was the architect.

I’ll be glad to work for myself.  I’ll just have to be sure to concentrate on painting sheds instead of dreaming of building boats, so that I can afford one some day.


“I hate being busy,” I said this morning to my wife, reflexively, as she finished reciting the list of things we need to do. Not that it was a particularly busy schedule, but more out of a general statement of preferences, and especially considering my lazy nature.

In a less honest or more philosophical vein I took up the thought during lunch and expounded upon it to myself:

“I hate being busy.”

“I like concentrating and relaxing.”

I found some truth in this, and actually, I can honestly say my laziness is really an aversion to being busy. I hate being busy, having a lot of non-connected things to do, as as an admittedly dysfunctional defense mechanism, I behave lazily.

Because when you’re busy, you can’t concentrate or relax, even if you’re not doing what you should be busy doing.

So you procrastinate, find other things to do that would make you more busy if you did them, anything but act busy, because that endorses business (Busy-ness.)

Logically, if I did the things that made me busy, I would potentially be able to find the time to concentrate or relax. But that’s not true. Busy people stay busy. They get busier. It’s called effectiveness. They get a lot done, but they don’t do a lot of concentrating or relaxing. Unless they mark it on their schedule.

I submit that very few people can concentrate or relax very effectively in such a regimented way, on demand. I could also submit that very few people may actually be able to concentrate or relax very effectively at all. But that’s narcissistic, and possibly not true.

I like to think that I’m good at both. Most people like to think that they’re good at what they love. Few baseball fans would admit they can’t hit a fastball, even if they could bring themselves to accept that Babe Ruth or Barry Bonds might be better than them.

I don’t think I’m the best concentrator. I tend to credit myself with a tendency to distraction (who doesn’t claim they have ADD these days?) and I admit to being too anxious or uncomfortable to relax very well. But I see a potential. Because if you really love something you’re willing to practice it. And while I might not have been blessed with Daryl Strawberry’s ability to focus on the ball equivalent of focusing on nothing, I’m sure I could get much better.

I already know I’m better than average, even if handicapped.

For me, concentration requires a good long stretch of time without distractions. The opposite of being busy. Maybe it doesn’t for everyone, but it’s nearly a tautology. Only the transition to and from concentration (or relaxation) can be variant.

Now, achieving relaxation is pretty easy for me. But not easy to maintain. Why? Because I want to concentrate. My periods of relaxation are more often broken by desires to concentrate than the frustrations of distraction. And then business or the nagging guilt of avoiding it distracts me from concentration.

If I did have the luxury of large blocks of time for concentration and relaxation would I waste the relaxive periods concentrating? Would I become busy doing what I love?

I don’t think so, but we’ll see. I’m going to have 6 months to find out soon, when we move to Ecuador, and success should be the only thing to stop me from revelling in concentration or relaxation, whichever I choose. And because I think I can easily relax, when I am ready to, I won’t feel pressure to break concentration to relax, and when relaxed, I won’t feel an urge to concentrate until I’m ready again.

Although, truth be told, I hope to stay busy, as long as it’s profitable.  So that I can concentrate and relax all the more in the future.  Is this procrastination?

A simple idea

an image annotating /  watermark utility.  I’m picturing a webpage with a file upload and a text box (alternately two images) — it’s a simple utility and can demonstrate ability and drive a little traffice.

I was playing around with imagemagick this weekend and I’ve got everything but the file upload and abuse prevention.  It’d be a day’s work and the biggests concerns would be bandwidth if it gets popular and abuse.