How do I explain APIs to a non-technical audience? - language-agnostic

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.

Related

What is the relationship between HTML and data analysis?

In reference to this infographic about the data science industry.
I have a question about the relationship between HTML and data analysis!
Is there really a relationship between them?
If so, what is this relationship?
How can we use HTML in data analysis?
HTML is not a programming language. It is a document markup language. It really can't do much on its own. It can present results but offers limited interactivity. I think when people say HTML they really mean the combination of HTML/CSS/JavaScript.
With JavaScript added, you could technically code anything, though, in practical terms, it's only going to be suited for so many things due to performance concerns and the like.
As Mark_M said, it's mostly used for the presentation layer. This is especially important in the context of business. Let's go through an example. Say you build a model that predicts which of your companies product an individual customer or prospective customer would be most likely to purchase. What are you, as the analyst, going to do with that information? Do you care personally that Sally M wants to buy widget A and Frank R wants to buy widget B? Sure your company cares. Sure your pay is loosely based on the performance of the company. But you have plenty of other things to analyze. So now what?
Do you know who really cares about that information? The Sales Team. That's their whole job. Their pay is based on commission. They know how to act on that information. You let the sales team know this, they do their thing, you get your own performance pay, the company does well, everyone wins.
Now, how do you tell the Sales team this information? Do you let them call you every time they need a lead? Do you give them some sloppily written code in MATLAB or a command line Python client? Do you give them the math equations and tell to figure it out?
Now, remember, a lot of the sales team are not very technically savvy. Even if they sell technology, they barely know enough about it to sell it. The Sales team doesn't know what a -345 error code means. They interface with the customer and ask a member of the support or engineering team for help as needed. The sales team can barely handle the basics of Excel. I would bet you that 90% of the sales team doesn't even know what a "for loop", but that's ok, you don't know how to get that guy on the fence to hand over his signature. People have different strengths.
So what now? You need Bob the salesman to have all the information he needs without bothering you while you code up the next analysis. If you make it too hard, they won't use it. That's just the way life works.
Do you know what's really easy to use? Web applications. Bob the salesman can figure out any web application, especially if it's well designed. So you code up your analysis in the form of a web application. Maybe you have a web design team at your company to redesign your web application, to make it more user-friendly, but they don't know the details of your model. You must code up a prototype web application to allow other people to run and use your model.
Data analysts and data scientist (some at least) are expected to write prototype web applications. You might hear these things called "dashboards." It isn't very hard actually. There are technologies such as R Shiny and Bokeh to make it easy peasy, at least compared to the harder parts of your job.
The application, of course, might not make it out to the general internet, or it might. But it could very well at least make it onto your company intranet. The old way of doing things is companies keeping all their analysis in Excel files and passing those around. The new way is web applications on the intranet.
Your models are totally useless if no one turns them into actionable information and then actually acts on them. The company isn't paying you to build models. They are paying you to tell them what they should do to make more money. You must make it easy enough for them to achieve that.
That's the relationship. In short, it's the presentation layer, ha.

How to explain to client that you can't give them some of the source

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.

Analyzing client requirements and formulating software functionalities

How does one go about properly analyzing the requirements of a client in terms of software and writing down a list of functionalities? Feel free to share your own experiences.
Requirement engineering is a discipline on its own. It can be actually quite hard, because most of the time people want something, but don't know what it is. Then comes the hard part to identify and determine what is really needed, that's called requirement elicitation.
There are various methods to do so, including workshop sessions with customers, or sending analysts at customer site to identify how the client works and what it needs. There are also numerous tools to support this activity and capture/organize requirements efficiently.
The hardest part, IMHO, is to identify contradicting requirements, e.g. I want fulltext search, but I also want all data to be encrypted. Pretty hard to achieve.
Without a more precise question, I can only provide such a generic answer.

Re-write access adp / sqlserver to C# .net?

I am a non technical person and have a small company who has been supporting my companies software for a number of years. The solution works well and permutations of the solution has been with the current IT service provider for over 15 years. I recently got a more established IT firm to do a general audit on the software. The current solution uses access as a front end with sqlserver 2005 as the database. The company who did the audit presented a list of faults amongst others that the technology is outdated, the solution is not scalable, bad design, non user friendly interfaces, tables not normalised, tables has no referential integrity, non use of proper coding standards and naming conventions, no application security only database security etc. The firm who did the audit proposed that the solution must be re-written and offered to do so. The current service provider aknowledges some of the findings but assures me that it poses very little or no risk to my business. To re-write the application will cost a lot of money. I am in a difficult situation and would appreciate some technical advice. I basically need to know if my business is at risk running on the current technology. I have a maximum of 70 concurrent users working on the system at a given time
Well, if you value Joel's word, i would say that you are indeed, risking alot here.
Rewriting stuff was and will never be a safe thing to do for a company.
To boil it down into simple terms, ask yourself these questions:
Are you having problems with the software currently? Are users complaining about the user interface, or is it particularly hard for new users to pick up the software when using it? Is data being lost or corrupted at any stage, or are you having problems retrieving reports from the database?
Do you currently, or in the future are you likely to need modifications? If your software is badly written, modifications will be more costly, and more likely to break the application and cause downtime in general.
If the answer to both questions is no, then you likely don't need to rewrite the software. You have to remember that good software developers see badly written software and want to re-write it properly - as well as this, there is money for them in developing the software, so their view isn't totally unbiased.
Like others have said, re-writing a system has its own share of risks - old bugs that were fixed a long time ago can rear their heads again, new bugs can be introduced, the developers of the new system can totally miss the point and make the system less usable than the previous system.
If there are problems with the current system though it may be worthwhile to consider having the system re-written by competent developers - if you opt to go this route however, make sure to get feedback from your current users, especially the 'expert' or 'power' users, to ensure that the system will fulfill all of their requirements.
Before you go view your problem from the technical perspective, you must assess how critical the application is to your business. It sounds as though you have a functioning application. If it delivers consistent behavior AND you have no need for upgrades / new development, you may want to leave it alone. We software developers love to complain about everyone else's code, re-write other's work with "elegant" solutions. That means money.
However, you have an investment that may need maintenance, and when you have the underlying code and database in dis-array, you will incur more cost because the application does not lend itself to be modified. You'll want to get a feel for how much change you need to support. Given that it has been in production for 15 years you've had a good run, so you don't have much risk there.
To do a re-write will cost you, because you need to recreate what the app does, and since the supporting database and program seem to be "de-normalized" and unstructured, it's going to a big effort. There are advantages to have a clean database model because it will be easier to do reports, export to Excel, etc. AND should you want to modify it the developers will have an easier time figuring out what to do.
To spend money to get what you already have requires that you challenge the firm to detail what additional benefits you'll receive. Are these benefits beyond what you're getting today, and will this firm deliver on their promises? Will your company be better off if the database is "normalized" but you receive no other benefit than what the current app gives you? Keep these in mind before you make the jump to a new platform.
Fix the problems in the existing app. It will be much cheaper, can be done incrementally, and if done properly, will result in a more maintainable app.
The suggestion to replace the ADP front end sounds like pure prejudice/ignorance to me -- they don't sell Access development so they want to build you an entirely new app.
On the other hand, the advice about the back end sounds like something that you shouldn't wait to fix (though it could require a lot of work, since existing data likely won't fit proper RI).
The front end and back end problems are two separate issues, and can be handled independently (though the app may need to be updated to reflect changes in RI -- impossible to say without a case-by-case evaluation).
I would hire a competent Access developer with ADP experience to handle the project. This will be much cheaper than the complete rewrite and you won't sacrifice any functionality, nor will you re-introduce bugs that have already been addressed in your existing app. It can also likely be done incrementally (depending on what the problems are and how they need to be solved).
The suggestions offered by the "more established IT firm" are pretty common for access/sql server projects. The suggestion is almost always re-write them as web applications.
I just did this myself last year -- took an MS Access front-end/SQL Server back end application, and rewrote the access part as a C#/ASP.Net website. We enjoyed better performance and more flexibility as a result of the switch, but the old front end had been around long enough that we never did get back all of the functionality that we used to have before the rewrite.
If you're actually seeing 70 concurrent users, and none of them are experiencing performance issues, and your corporate network is secure enough, then you may lose more by rewriting the application, at least in terms of functionality. On the other hand, this may be a good chance to evaluate "what works" and "what could work better"--and enhance workflows.
Excellent use of coding standards doesn't necessarily translate to an excellent application.
What prompted the audit? Does their solution address this issue?
Let's do the math:
People: 70
Avg. Hrs Using software/Day: 2 (Conservative)
Salary/Hour: $8.00 (Really Conservative)
Business Days/Year: 250 (Took out weekends & vacation/sick)
Cost of labor using application: 70 * 2 * 8 * 250 = $280,000 / Year (Could go over 500K)
How much improvement can you get? 5%, 10%, 25%
How much will the new application cost? 50K, 100K, 200K
If you are able to save this time, will your users be freed up to do revenue generating activites or will they just have more time to surf the web? You may want to create some worker efficiency factor: 90%, 75%
Simple answer... Most of the "risks" of using Access are surmounted by using SQL server as the backend. You already said your current solution works.
So it boils down to your future plans. If your existing application isn't missing any functionality that can't be provided via access I would just stick with what you have.
If you need new features I would consider a few things.
Are they something Access can't provide or do well (ex: Internet-facing Solutions)?
What is the potential benefit reaped by having the new features?
What is the potential cost incurred by not having the new features?
Can you put a dollar figure on 1 & 2?
How much to develop the solution in Access?
How much to develop the solution in C#
In other words, always do the CBA :) Better yet, do you own CBA, then ask both companies to provide you with one, and compare for fun. In the worst case you might get your existing company to come down on their price to retain you as a client.

Best practices for developers in dealing with clients

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.