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We have a number of AS/Flex components that we've built over time and improved upon. They've been turned into components so they can be reused in different projects and save us time. So you can think of them as part of an in-house framework of sorts.
We're now realizing that it doesn't make sense to release the source code for these components to the various clients as part of the project, because technically this code isn't really owned by the clients.
So my question
When a client comes to you, how do you explain to them that you can't give them the full source code for those components. The client doesn't understand the difference, he just expects you to give them all the code for the site that he paid you to do. He doesn't understand that this code has taken you a lot longer to write than what he's paying for his site. But since he doesn't understand, he would get turned off and thinks you're ripping him off or something.
How do you handle this situation? What do you tell clients upfront? Do you advertise it on your site from the very beginning? How do you handle their objections so they still hire you?
As a side question, how often do you give AS and Flex source code to your clients? In the case when the code doesn't have any in-house components that you reuse in several projects, and in the case when it does have in-house components.
I'd also like to hear from people who've worked at creative agencies since they're most likely have run into that issue already.
I'd explain to my client how the world works. I'd use examples, analogies and metaphors.
This isn't a software-development issue, this applies to all products. Some things are sold as black-box, and some things are sold as a clear-box containing black-boxes inside it.
Lets say you wish to buy a house. You pay the engineer and the architect for their work, and you gain the documents they produce. These documents contain information that relies on other pieces of information, which you do not gain. For example, the engineer may use huge steel bars in his plans. The engineer's specifications determine the qualities that each steel bar must have, but they do not specify how the steel bars are created. Buying house plans doesn't buy you the plans for creating the house's building blocks.
With softwre it is pretty much the same: you don't get the source code for the .NET framework when you buy a .NET application "with sourcecode included". What you do get is the .NET documentation, specifying how to work with the framework (and not specifying how the framework does what it does).
The amount of examples is actually endless, because - as stated above - this is the way the world works.
Build your own analogies to fit your scenario. Explain to your customer where the infrastructure ends and his owned solution begins.
quoo is right about the need to specify these in the contract. The contract is the legal backbone of the deal. But i'd like to emphasise the fact that pointing at the contract should be a last resort. If you can give your client a reasonable explanation such that lets the client understand why things are the way they are, you won't need to wave the contract (which speficies only the way things are, without the motivation, explanation, etc.).
I'm not a business person, but generally these things are specified in the contract. If your contract stipulates that you provide the client with the source code at the end of the project, then at the very least, you should be providing them with swcs of your components so they can recompile the code if necessary. If you don't want to share your code with the client, then that too is something that you'll need to specify up front.
Just explain that you can not provide the source for external libraries that you used on his project to make the bid cheaper for him. He would not expect the source from a 3rd party vendor that you used in his project, just try to explain this is the exact same situation.
Intellectual property issues should be covered upfront as part of the contract. I'm not a lawyer but common practise is to specify:
Which components are provided by third parties and refer to their licensing terms
Which code will be produced as part of the contract.
Whether you license or sell various intellectual property rights.
Licensing terms.
Intellectual Property laws` are complex and diverse, they differ from country to country. Depending where you're and where your customer is the licensing terms might need to change. As an example, reverse engineering viewed differently in different jurisdictions.
Apart from third-party components and software bits you don't want to sell, nor give an exclusive license for you'd probably want to be able to exhibit and distribute the works as part of your company portfolio. This latter activity would also need to be covered within the contract.
Having a well written contract prepared up front will save a lot of misunderstanding and unnecessary negotiations. You'd probably need just one template you could use for all your customers. So my advice really is "talk to a lawyer".
Your contract should make clear that components developed by you are licensed to the client for use as part of the project and only the project(s) you did for them. Of course, you'll need to determine the exact language for yourself and the situation, but if you're repeatedly using these components in your projects, you really ought to have some sort of boilerplate for just this situation.
How do I go about explaining that I am a "Web Application Developer" and not a "Web Site Designer" to prospective clients - without talking myself out of the project?!
Often I am approached to "design a web site" for someone where it turns out to be more of a "brochureware" presentation site and less of a real web application.
While I am a highly skilled developer, I am not a graphic artist. That said, I would still like to be able to close deals with prospects without disqualifying myself. Simply stating, "I do backend work, not frontend" will quickly end the conversation, and along with it my opportunity for work.
Sure, I can just subcontract the project to a real designer and mark up his rate, but I would rather be up front with the client that I am not going to be the guy doing the actual work and they would be paying $120/hr for $60/hr work.
...and then they will ask price - is visual design often quoted hourly like app dev is, or will I get sucked into the oblivion that is fixed fees?
First thought: You sound like you're a good developer, which is a great foundation in this situation because people feel that we have a broad understanding of technology -- and they're right! You're correct in your insecurity though - a good developer is not exactly what they're after.
They want a solution, and if you can become the guy who knows how to navigate all the complexities involved in delivering that solution... Well, then you're the guy. And you're much more valuable.
And you don't have to stop coding, either. Which has always been my phobia.
So that's more or less how I present myself to my clients. I'm a developer, but I'm also a competent project manager. I know how to take your project from here to done even though it may involve designers, IT guys, additional developers, datacenters, etc.
Working with other professionals: You probably aren't in a position to hire folks. That's fine, but find good partners, and you can market your self as a shop or consulting group that is good at more than one thing. Believe me, people will appreciate that! For instance, we have a fantastic partner in Romania that we use for a lot of design, and we add value because we know how to get results from them and handle all the communication and so on. My customers don't want to talk to 3 to 6 people, they want a single point of contact who is accountable for all of it.
One thought here: try to find people who do this full time. Moonlighters and people doing side jobs have constantly let me down. I sympathize; I know what it's like to be spread too thin.
Fixed prices: You will probably have to deal with fixed prices, and you will need to hold your partners to fixed prices (or have some other mechanismf or controlling costs) if that's the case. Once the relationship becomes more comfortable, I usually try to give clients a range of what I think a job will take -- 5 to 8 hours, etc. And I let them know that fixed prices are a little bad for them because I have to assume some risk, which means they get charged more.
Most companies still want actual fixed prices for larger projects though and many large companies are shockingly comfortable with being overcharged in this situation. Fixed prices seems to be unfortunate fact of life in the contract development space.
First of all, I think you're exaggerating a bit - you don't really want to have a $30/hour designer working on a $150/hour website. If you do, and your client doesn't notice a difference, they deserve what they get.
And if we're talking about, say, $60 - $75/hour range vs $150/hour (which, IMO, is more realistic), you have to count in the time you spend working with said designer, so it's not like remaining $75-$90 goes directly into your pocked with you doing nothing.
If I am a client, I want a FINISHED PRODUCT and I'm paying YOU to deliver. Consider yourself a general contractor. I DON'T WANT to deal with designer / tester / technical writer / what have you myself - that's what I'm paying you for. My time may be a lot more valuable to me than $90 / hour difference. I may (will) get a second / third / fourth bid if I think you're too expensive.
That said, if you need to placate your conscience you can always bill couple hours less.
I tend to say something along the lines of "My job is to develop the stuff you don't see, but that make your site work"... And that is actually quite true.
... And you might add something that says that building a website is an activity that requires several very different abilities, like :
creating something that looks nice, and is usable ; that's a job on its own ; do your client have designed to logo of their company ?
integrating this nice looking thing into a dynamic application ; that one is your/my job ^^ Your clients send/receive e-mails every day, but do they know how it works ?
administration of the hardware / server : your clients use a computer every day to go in the Internet, use Word/Excel and the like, but do they know how to install those ? How to secure their network ? How to deal with security alerts the right way ?
You can use analogies with other processes ; designing / building / using / repairing a car, for instance ; some people understand better when we just don't speak about computers at all...
The way I always try and explained it, since I'm a Developer not a Designer is.
Developer -> Makes it work.
Designer -> Makes it pretty.
Of course there are vest generalizations, but for the most part they're true.
-> Developers creates the product
-> Designers create the package
Do you bill enough hours that you could consider hiring a program manager/product owner type person at least part time to do most of your customer interaction? Because if you do, you can abstract the "design/code" questions away from the customer; let the program manager really focus on figuring out what the customer wants built.
It sounds like your average customer isn't that technically savvy. If that's the case, figure out a way to speak their language (which most experienced program managers can do). They really don't care about the difference between a designer, a developer, and a tooth fairy that shows up and delivers the site that they want.
It's also worth considering whether you really want to take on projects that are mostly web design. If not, you should work on improving your marketing materials to focus on what you do best (interactive line of business web applications, or whatever).
You can steer the conversation toward what business problem the customer wants to solve, and propose the statement of work that best matches their objective. I think this will do the most good, and then it's never a question of misleading them. It's about packaging up a solution that matches what they want.
"I do backend work, not frontend" will quickly end the conversation, and along with it my opportunity for work.
This is not necessarily a bad thing. It's generally a good idea to be honest with prospective clients, and if they do not understand exactly what your job entails up front, then they may end up expecting too much from you when the job is done, or for future projects.
If you do really want to push your services on them, you could always try to point out exactly what kinds of benefits you will be offering to them. Make a point in explaining how much value can be added to the end-product by using your expertise.
A car may look great on the store floor, but if its powered by a lawn mower engine held down with duct tape and chewing gum, the only thing it's going to be doing is looking pretty and collecting dust in your garage.
A little background: I have the opportunity to present the idea of a public API to the management of a large car sharing company in my country. Currently, the only options to book a car are a very slow web interface and a hard to reach call center. So I'm excited of the possiblity of writing my own search interface, integrating this functionality into other products and applications etc.
The problem: Due to the special nature of this company, I'll first have to get my proposal trough a comission, which is entirely made up of non-technical and rather conservative people. How do I explain the concept of an API to such an audience?
Don't explain technical details like an API. State the business problem and your solution to the business problem - and how it would impact their bottom line.
For years, sales people have based pitches on two things: Features and Benefit. Each feature should have an associated benefit (to somebody, and preferably everybody). In this case, you're apparently planning to break what's basically a monolithic application into (at least) two pieces: a front end and a back end. The obvious benefits are that 1) each works independently, so development of each is easier. 2) different people can develop the different pieces, 3) it's easier to increase capacity by simply buying more hardware.
Though you haven't said it explicitly, I'd guess one intent is to publicly document the API. This allows outside developers to take over (at least some) development of the front-end code (often for free, no less) while you retain control over the parts that are crucial to your business process. You can more easily [allow others to] add new front-end code to address new market segments while retaining security/certainty that the underlying business process won't be disturbed in the process.
HardCode's answer is correct in that you should really should concentrate on the business issues and benefits.
However, if you really feel you need to explain something you could use the medical receptionist analogue.
A medical practice has it's own patient database and appointment scheduling system used by it's admin and medical staff. This might be pretty complex internally.
However when you want to book an appointment as a patient you talk to the receptionist with a simple set of commands - 'I want an appointment', 'I want to see doctor X', 'I feel sick' and they interface to their systems based on your medical history, the symptoms presented and resource availability to give you an appointment - '4:30pm tomorrow' - in simple language.
So, roughly speaking using the receptionist is analogous to an exterior program using an API. It allows you to interact with a complex system to get the information you need without having to deal with the internal complexities.
They'll be able to understand the benefit of having a mobile phone app that can interact with the booking system, and an API is a necessary component of that. The second benefit of the API being public is that you won't necessarily have to write that app, someone else will be able to (whether or not they actually do is another question, of course).
You should explain which use cases will be improved by your project proposal. An what benefits they can expect, like customer satisfaction.
I'm working in a small development group. We are building and improving our product.
Half a year ago we couldn't think about higher characteristics, such as usability, because we had so many problems with our product. Many bugs, high technical debt, low performance and other problems kept us from being able to focus on usability.
With time we've improved our process substantially. What we've done:
Real Agile iterations
Continuous integration
Testing(unit-tests, functional Smoke tests, performance)
Code quality is 'good'
Painless deployment process
So we are now producing stable, reliable releases. The following quote (paraphrased) describes our current situation:
first - make it work; after that, make it reliable; after that, make it usable
We are geeks, so we can't 'make' a great UI by ourselves.
So what should we do? What direction can you recommend?
Maybe we should hire Usability experts part-time or full-time?
How can we explain the importance of Usability to our stakeholders?
How do we convince them that this is useful?
What do your Business people say will make you the most money? Do that. Maybe usability is the next thing to do, maybe more features, maybe a different product. It's not something a "geek" will necessarily be able to guess.
I'm in the same boat as you are - I basically live on the command line, and I'm completely out of touch with the modern UI (both web and desktop application).
The solution for me was using a real UI developer for all my GUIs, and I just live in the back-end as it were.
There are quite a few benefits of this arrangement:
You don't have to debug your own crappy UIs anymore :) that's their job, and they're better at it than you, so no worries.
Your code will naturally gravitate to a MVC or at least tiered API approach, which is easier to code against for all parties involved.
Good UI people know what questions to ask end users, and know when those users don't know what they're talking about. I certainly don't have that skill.
You can do what you do best, and they do what they do best, making a stronger team overall.
The cons are obvious - you need to not only find the money for a talented UI dev, but you need to find a talented UI dev!
Now, I can't speak for you and your company's position in your market etc etc (I also don't do buisnessspeak :) ) but if you can afford another hire, it will give back more to the team than the cost of the position. It did for me!
You ask, "How can we explain the importance of Usability to our stakeholders?" but I'm not sure that you yourselves get it!
Interaction design (iD) and usability aren't things that you can tack on to an existing products when the "important" things are done. They should be there from the very first start, preferably done in small iterations with small tests and studies. I'm talking about cheap and dirty iD/usability, stuff like lo-fi prototyping, user testing with just four people, having enough stats to be able to detect user errors and such.
If you don't to iD/usability from the start, you risk ending up with the same crappy product as your competitors and/or providing users with band aids when they need surgery.
What do your users want ? They're probably the people best placed to identify requirements.
You are the ones who know and understand the product, so don't assume that just because someone else has 'usability expert' in their title that hiring them will somehow make your product usable.
Also, don't undercut your own instincts for usability. As a programmer, you use software all the time, what products do find the most usable? Think about what you like about them and compare them to your product.
Think about what your product does, and imagine that you are the person having to use the product and imagine how you would want it to work. Think of what a user wants to accomplish using your product, and imagine the steps they would have to go through to do it. Does it seem easy to understand what to do? Can it be done in fewer steps?
Most importantly, talk to your customers. Find out what they found confusing or difficult to accomplish. See if they have come up with their own workarounds for using your product in ways you didn't initially picture.
If you put as much thought, planning and effort into usability as you did into improving the reliability and deployment, you will end up with a much better product.
When analyzing the next step it really all comes down to business requirements & goals.
What is upper management like? Are they tech-savy? Are they open to new ideas? Do they think that the current product needs adjustment, improvement, etc? Is the product still in high demand? Is the marketplace changing such that the product/service will soon be obsolete? etc. etc. etc.
IF there are real business reasons for spending the $/time/resources then you can begin to explore product improvements. At that point consider the opinions of previous posters regarding user opinion.
I know so many geeks including myself who know usability, so one way would be learning it. Another way bringing someone in who can do UI design and usability.
To convince them that usability is important:
It's useless if you can't use it!
I don't know what sort of product you build but you always got clients, and clients always love usable applications. This will increase sales, happy client count and decrease tech support.
What does it do for your users? What do they think about the usability? Maybe it's not an ssue for them.
Make it more valueable to your users. Deliver more business value. Help your customers getter a better return on their investment. Do this by making it do more of what they need it to do, to do it better (more accurately, more quickly, more reliably more useably), or to do it at lower cost (less infrastructure needed to run it, reduced maintenance costs because you improved reliability), more flexibly (deals with their business changes)...
Lots of dimensions which do connect with the technical ones you refer to (usability reliabilty stability etc). But paying customers normally care about their business needs/features, not your technical ones that deliver them.
Go talk to your users (or potential users)
My one-liner about the importance of usability:
What use is a reliable system that is not usable?
If you have an existing product with existing users, then what makes you think that your current UI is not usable?
Do you suspect that there are some minor changes you can make that will greatly improve usability or is something more revolutionary required? If the latter, then what about the needs of your existing users, will they be willing to re-learn a whole new UI?
Edit
A user interface can be considered "poor" for a variety of reasons...
It is just plain ugly / old fashioned / does not "look like a Windows application"
It uses metaphors or workflows which do not relate to things that the user understands or wants to do
The first of these is relatively easy to fix, especially if you hire in a great designer. The fix would be the equivalent of redecorating your lounge and buying a new sofa and TV. Same room, different experience. Your existing users would still be able to use this application.
Fixing the second of these gets a lot more complex and involved, and might really impact your codebase. It's hard to comment further without knowing more about your application.
I think the answer is in the order of things, you say its:
"first - make it work; after that, make it reliable; after that, make it usable"
But the most important thing here is "make it work". Acceptance criteria for a functionality to "work" is that it is in fact - usable. If not, it will not be executed. Then it's just a block of dead code. And dead code should not be in the system in the first place.
Make a UI.
Then throw that away, and make another after you tried to use the first one. Then simplify as much as you can. Any time you can programmatically determine what the user wants from inputs, instead of multiple explicit choices, do so. Too many buttons induces paralysis.
Personally, I've found that when good developers deal with clients, they often get sucked into the after-sales support process and this process has been difficult to reverse, so was just interested to hear the various strategies that developers employ in maintaining a healthy, useful relationship that keeps clients using the right person at the right time.
So do you and, if so, how do you deal with clients?
Just a tip: Write down every single thing a client says to you.
Most of the projects I work on are done on time-and-materials contracts, which means: we give the customer an initial estimate of how long the project will take but bill for actual hours worked, whether over or under the estimate (I don't know why a client would agree to this, but they do). Once the project is "complete" and in production, we set up a service extension to the time-and-materials contract, creating a block of billable hours to cover after-sales support. When a client is aware that they're being billed for all contact with us, they tend to keep that contact to a minimum.
One other point: I've found that it's best to communicate with clients via email where possible. It's a much more efficient way to transfer information (assuming everyone involved can write), and it leaves a permanent record of what the client told you to do.
I'd go the opposite of what have been said.
The client is your number one information source
Avoid intermediaries (human and technical)
Keep tracks (not to use it against the customers, even if it can happen, but because he pays to get what he wants)
Communicate - on your initiative - in a short regular basis but for small amount of times.
Any doubt can be cleared asking the good questions. The guy don't want that ? Get rid of it (even if you like it better). The guy want that ? Why not, add time and money on the contract.
You must train your communication skills
Most of what has been said here before is essentially related to the fact that programmers usually have poor communications skills. So they fall into the typical traps :
customers give them bad info
they waste time
they get stressed
At the end, nobody is happy.
But with trained communication skills you will learn to direct when, how long and about what your chats will be, and so :
Make any deal quick and nice
Give confidence to the client
Understands what the client wants (not what he says he wants)
Ensure is satisfied with the answer (even if it's nonsens for you)
Everybody will be happier : the customer will feel good and let you work in peace while you will have the information to keep working. Eventually, the resulting software will be better.
Think talking to customer is boring ? They think it too. And paperwork is boring as well, but you must do it, so do it well instead of looking for excuses.
This is a pain we feel as well. Once you help out a customer it is too easy for the customer to directly contact the developer later on and request support. And since we usually aim to please, and probably feel sort of responsible when the application we built for them has a problem, we too often give the customer a quick helping hand.
I think that the developers should be separated from the customers, but this requires that the company has a support/concultancy department which can fix the problem instead. They in turn should be free to contact the developer, unless it's a huge company with a mainstream application where there is a less risk that the problem can be traced back to a problem with the sourcecode.
But let me tell you, I understand how difficult this is. I've been working in our consultancy shop for many years, starting from support and now I'm mostly managing the other consultants and developing. There are a lot of customers (like hundreds) who feel they have a personal relationship with me, and assume that they can call me directly even after years and years.
My tip is to make sure you have a good network of concultants and supportworkers who can help the customer for you, and have them contact you instead if they can't figure it out.
I just finished my education and am working at my first job, but here is what we do:
I communicate through a third party from the same company with "higher rank". The third party is someone knowledgeable of the requirements the software should have, but not in software engineering. When I ask about specifications, or send them proposals he distills the essence of their answers send them to me.
I think this way of working with stuff limits the amount of bullying a customer can get away with when it comes to changing specs, expanding specs etc.
For me it's especially useful since I'm only 21 years old, and people might have trouble believing I can get things done.
best practices:
Remember the client is the one who signs the checks.
Users work for the client.
Refer any user requests to the client for approval.
Always deal with the client because they understand that everything you do will cost them money.
If the client wants after the sale support and is willing to pay for it then give it to him cheerfully.
Oh and what MusiGenesis said!
The best way is to never ever ever give your direct line to a customer. Have them go through Tech support (if it exists) first. We employ this method and it works well. The software developers are the last resort - for things that support simply can't do/don't know how to fix -- such as a DBA not knowing that the servers are instanced. But it will cut down on the "it's not connecting to the internets" type of phone calls.
You could also force all support requests to go through email/secretary. At that point, you can discern which ones are critical, and which ones can be solved with a simple 'tutorial' on how to fix the problem.
And as stated above - record EVERYTHING in an exchange with a customer. Doing so prevents the 'well he said she said' deal that customers can fall into.
Then again -- if you're getting a ton of customer support issues, you should be looking at the cause of it - whether it's a training issue, or whether the software is legitimately buggy.
In our company, every developer is also a salesman. If I step over the door of a Customer then I'm in a good position to make more business.
They know me and I have credabillity because I've allready delivered to them.
I have knowledge about their business
I use my knowledge to ask questionas about other parts in their business
I plant hooks to them when I talk to them, in their best interrests of course.
I make clear that we are not a "hit and run"-company, but there to really support their business.
Maybe this is not how all company does, but I think you should use the people you have that allready has a foot inside the customers company to really work with them and make more business and tie the customer tighter to you.
I personally think developers should never interact with clients. This is why you have the Q/A team. They get requirements, hand them to developers, discuss any issues, schedule development progress meetings. If developers have questions, the go to the Q/A personnel responsible for the requirements and documentation. Developers are engineers, not salesmen or negotiators. They should be given environment to develop stable, working code without getting distracted by customer phone calls. This is how many companies deal with customers regardless of company size. In the end, your chances of completing a project on time are higher than when you customer calls up and decides to change requirements or requests a feature. Which would probably mean you have to go back a couple of iterations and change something that may break everything completed past that point.
Lots and lots of communication. Communication can be as simple as checking in with your customers by stopping by at their desks (if you are co-located) or keeping in touch over the phone. The more personal the communication is (in-person beats phone call, phone call beats email, etc.), the stronger your relationship will be.
Another good conflict resolution practice I've used is keeping as much information as possible in a single, shared place. I've used a bug/feature database (JIRA), a wiki, and even a network share drive for this purpose, but the point is that neither party has exclusive lock/write access. Updates can be made together with your customers, and there is a clear, public record of the change history of your system.