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Product Management
                               Portfolio for Stephan Orme
   Product Management | UX Design | Information Design


                                                                                                                                                  Stephan@worklogistics.com • 510-847-8537
                                                                                                                                                                    Document Version 0.46




             Detail Screen

                                                                                    previous, next and back
               Tartine Bakery                                                       goes to next contact in list. Back goes back to List page
               600 Guerrero Street                                                  (Search or Contacts)
               San Francisco, Ca 94110
                                                                                    Tap to call. If there are multiple phone nujmbers, display
               Distance: 0.3 Miles                         (415) 487-2600           the 1st.

                                                                                                             Address info (same info we have in
                Yelp          Google Places           My Contacts                                            list view). Tap goes to Map



                                                                                    Loads page data. Initially only show Yelp. Later have         Delete Contact dialog
                                                                                    multiple tabs for multiple data sources
                                                                                                                                                              Delete This Contact?
                 Insert Yelp or Google places page OR
                    existing 'View Contact' screen in
                                                                                                                                                          Cancel                         Ok
                              Android Dialer                                        Show in this area:
                                                                                    Yelp, etc. HTML pages and Existing Android 'View
                                                                                    Contact page
                                     Scrolls in this box                                                                                          Bad Info dialog
                                                                                    Add to Contacts confirm with Toast: "Added to Contacts"              Thanks for Letting us Know!
                                                                                                                                                   Can you tell us why?   Bad Phone Number
                                                                                    Add to Favorites, confirm with Toast "Added to Favorites"
                                                                                     - if NOT in contacts add to contacts also (no toast)

                                                                                    Use standard Android share functionality. This pops up
                                                                                    dialog: "Share via email or Bluetooth" - Both send VCF
                                                            Delete                  formatted files (contact interchange file)                                      comments
                    +                +                                              Need Estimate: Add Send Text Message option to
                Add to         Add to         !                                     existing. SMS content: NOTE FORMAT incl: commas,
                                                                                    spaces and colons
               Contacts       Favorites       Share        Bad Info       Edit
                                                                                    <Full Name>                                                         Cancel                            Submit
                                                                                    <IF business show business name>
                                                                                    <City>, <state> <zipcode>
             Bad Contact / Delete                                                   <phoneType1>: <phone number 1>
             Show Bad Info when the contact is 'one of ours'                        <emailType1>: <email 1>                                                               Menu Options:
             Show Delete when the contact is in their contact list                                                                                                        Phone Number Doesn't Work
                                                                                    - Brought to you by PhoneTell: www.phoneTell.com                                      Address Wrong or Business Moved
             Bad Info Behavior                                                                                                                                            Business Closed
             Clicking Bad Info pops up a comment field.                                                                                                                   Other
                                                                                    If NOT in their Contact list, create new contact then go to
             The Contact Id info along with the comment is sent to a 'bad_data'
                                                                                    Standard Android Edit Page
             table
             Later we'll figure out how to use this info
                                                                                    If already in their contact list,just go to edit page
             Delete Behavior
             Dialog: "Delete this contact?" With Ok / Cancel (ok to reuse Android
             standard)




Portfolio 4.0 Page 1 of 14
March 12, 2011                                                                                            Stephan Orme • stephan@worklogistics.com • 510-847-8537
Product Management Portfolio
I have experience with all stages of the product process
including managing development teams, implementing Agile                                      “Stephan has a great understanding of
systems, de ning the product roadmap and UX designs.                                          the so ware development process and it
As Director of Product for PhoneTell, I prepared product                                      was a pleasure to work with him.”
roadmaps for their suite of mobile applications, led product                                  - Sergey Slepchenko, Project Manager,
strategy discussions with senior management, managed a 15-                                    Interlink
person development team and designed applications for
Android, Blackberry and Skype.

As CEO of Worklogistics, I led the creation of the Crew Tracker mobile application for Android, along with a
sophisticated web application. This involved the complete product life-cycle, from product vision, customer
development, technology stack speci cation, UX design, data modeling, hiring and managing a development
team and eld testing.

As lead developer for the Pesticideinfo.org project I wrote all front and back end code (SQL, JSP and Perl),
optimized the site for SEO (which resulted in top 10 ranking for many pesticides), set up co-located unix servers
and performance tuned MySQL.

I believe in small, effective teams, customer development, minimum viable product design and agile
development.

Product Roadmap and Mobile UX speci cations for PhoneTell




      Product Roadmap



      Not for release - private distribution only
      Draft document version 0.35



      Table of Contents
      Services
      Core Technologies
      Partners and Technology
      Platforms and Technologies
      Technology Trends




      October 5, 2010
      Private and Con dential PhoneTell, Inc        PhoneTell Product Roadmap




  Portfolio 4.0 Page 2 of 14
  March 12, 2011                                                                Stephan Orme • stephan@worklogistics.com • 510-847-8537
Product Management, Customer Support and Staffing
Product management is embedded in larger business processes and has to consider a range of business issues
including customer support and staffing. The top gure is a hiring plan which shows how the product roadmap,
marketing launch and hiring evolve from pre-launch through launch. The bottom gure shows how customer
support and user feedback is integrated into development.

Development Staffing/Activity Plan
                                                Activities by Phase                                                       For Crew Tracker Launch

Shown at right is a nine-month staffing/             A              Pre-Launch                                                           B   Soft Launch                                                    C   Marketing Launch
                                                                  Hire Lead Web Developer     Hire QA & Dev Assistant                             Hire Lead QA                  Expand QA Process                  Hire VP Engineering




                                                 Development
                                                                                                                                                                                                                                                  Begin Enterprise

activity plan for Worklogistics that shows                         Crew Tracker
                                                                       Dev
                                                                                    Web App
                                                                                     Dev
                                                                                                    Sales Website
                                                                                                         Dev
                                                                                                                        UX Design
                                                                                                                                                 Build out Export
                                                                                                                                                 Template Library
                                                                                                                                                                                Develop Community
                                                                                                                                                                                     Systems
                                                                                                                                                                                                                 Hire Enterprise Architect
                                                                                                                                                                                                                                                    Refactoring


                                                                  Product Design   Graphic Design        Dev & QA Process evolution              Implement Web Analytics             Load Testing

how staff are added over time as




                                                 Customer
                                                                                                                                            Hire Payroll Integrator                                            Hire Customer Support




                                                  Support
                                                                                                                                                      Support Docs            Hire SEO Optimization            Hire Technical Support

development evolves.                                                                                                                                            Hire VP Community Manager                      Hire Dir. Crew Tracker Marketing          Hire PR Person




                                                 Marketing
                                                                                                                                                                                                                                      Website             Community
                                                                                                                                                 Soft Launch                                                  Marketing Launch
                                                                                                                                                                                                                                      Analytics            Launch

This model was prepared in conjunction

                                                 Organizational
                                                 Development
                                                                                                                                                 Build out HR                           Fundraising
                                                                    Fundraising        Recruiting
                                                                                                                                                  resources


with a full nancial model.                                                                    6 Months                                                               3 Months                                                         3 Months




                                                 Staffing Evolution
                                                                                                                            Key
                                                                                                                              Pre-Launch Phase         Activity
                                                                                                                                                                                                              Operations
                                                                                                                             Soft Launch Phase        Employee                                                     CEO
                                                                                                                              Marketing Launch        Contracted
                                                                                                                                                                                                                   CFO           Human Resources         Office Manager



                                                Development                                                                                 Marketing                                                                  Support
                                                       VP Engineering                                                                            VP Community
                                                                                                                                                                                           reports to
                                                                                                                                                    Manager

                                                   Lead Web            QA & Dev                  Enterprise             Server Admin        Marketing Directors: Experts within Vertical                                       HR System Integrator
                                                                                    QA Lead
                                                   Developer            Assist                   Architect                                      Dir. Crew               Dir. Legal        Dir. Solo Tracker
                                                                                                                    Already in Place        Tracker Marketing           Marketing             Marketing                  SEO Optimization Customer Support
                                                        Android Dev          Web App Dev       Graphics Design
                                                                                                                        UX Designer                PR Person         Business Development                                Support Documentation Technical Support
                                                           Team                 Team           Animation Design

                                                                                   Dev and QA Systems                                                                Analytics System                                               Community Systems




Designing for Support
At right is a Support/Feedback Work ow which I                                                                          Proposed Feedback/Support Workflow
                                                                                                                                            Handling Feedback and Support Requests

designed for PhoneTell. This system streamlined
                                                                                                       App-based                                                   Web-based                                        Other channels
support/feedback work ows. PhoneTell implemented                                                    Feedback/Support                                            Feedback/Support                                   Feedback/Support

this process along with a new issue tracking system,                                                            Automatic
                                                                                                                ZenDesk
                                                                                                                                                                          Automatic
                                                                                                                                                                          ZenDesk
                                                                                                                                                                                                                                  Manual
                                                                                                                                                                                                                                 ZenDesk
                                                                                                                 Ticket                                                    Ticket                                                 Entry
                                                                                                                Creation                                                  Creation
Fogbugz.

                                                                                                                                                                ZenDesk System

                                                                                                          Manual entry                                                                                                   forward relevant info
                                                                                                          into Editgrid                                         PhoneTell Staffer                                        on as-needed basis to
                                                                                                           or Fogbugz                                                                                                     other Phonetell staff

                                                                                                                                                                         ZenDesk mail



                                                                                                       Bug Fixes &                                                                                                     For Internal PhoneTell
                                                                                                    programmer notes                                        Customer Support                                             need-to-know and
                                                                                                                                                               Transaction                                                   discussion



                                                                                                                                    Feedback and Support - some design ideas
                                                                                               1. Simple Forms. Simple is more approachable and intuitive. Fewer fields = better.

                                                                                               2. Ubiquitous. Make feedback collection as ubiquitous as possible during active beta period so users can
                                                                                               contact us easily and immediately (later, we can screen to drive down support overhead)

                                                                                               3. Automatically collect data when possible: OS version, App version, user contact info if we can, etc. to
                                                                                               eliminate transaction friction.

                                                                                               4. Don't over-design support system. Don't automate routing and ZenDesk - Editgrid/Fogbugz
                                                                                               integration yet. Keep these systems simple. We don't have sufficient volume to justify the engineering cost and
                                                                                               we can upgrade and automate once we have a better sense of the actual support workflow and needs.

                                                                                               5. Mobile-centric feedback and support. Most users will experience problems while using the app
                                                                                               therefore mobile support is key and web-based support is secondary. Feedback might be more web based.




  Portfolio 4.0 Page 3 of 14
  March 12, 2011                                                  Stephan Orme • stephan@worklogistics.com • 510-847-8537
Development Management
I’ve directly managed two offshore development teams (Ukraine and Chinese teams); below are some of the
Agile processes I implemented to help with the complex logistics of managing distributed teams.

Implementing Agile Development Systems
Shown below is a two-week iteration schedule showing developer, product and marketing deliverables. Agile
development also means agile marketing; this document was created to help sync development and marketing
efforts.

                      Development Process Flow                                                                                                                                                     Document Version 0.64
                                                                                                                                                                                                   Mon Dec 27 2010




                      PhoneTell + Aragon                                                   Aragon                    Aragon + PhoneTell                   Aragon                                 continued below


                          Iteration Plan Draft                   Iteration Plan            Development               Interim Builds                        Unit Testing            Regression/     Candidate Build
                                                                                                                                                                                   Acceptance
                                                                  nal iteration                                                                                                    Testing         Build uploaded
                          Plan Estimating                        plan sent to                                        Interim Feeback                                                               Change log updated
                                                                 PhoneTell Team                                                                                                                    Known Issues




                      PhoneTell                              continued from above


                                            PhoneTell QA                       Final Iteration Notes                                                   Public Release                     Post Release Monitoring
                                            Manual Ad-hoc Testing              Update list of known issues
                          Candidate Build




                                            Automated Test Suite                                                                                       Build Uploaded to markets          Crash-log reporting
                                                                                                                  Release Meeting            OK?       Online Market text updated         Feedback monitoring
                                                                                                                  Everyone agree?                      Tour updated
                                            Notify PhoneTell Team              Collateral Production?                                  Marketing       Tutorial updated
                                            Iteration Note Draft               Reviewer's Guide
                                            Reviewer's Guide Draft             Tutorial Update
                                                                               Tour Update
                                                                               PR Materials
                                                                               Online Market Text     Mkting                                                                 Marketing                          Marketing




                      Iteration Process Documents
                          Iteration Plan Includes                            Iteration Notes Include             Reviewers Guide Includes
                          Development Timeline                               Introduction                        Installation
                          Scheduled work for each project                    Download URL                        How to Use
                                                                             Release Timeline                    Features/Bene ts
                                                                             Known Issues                        Press Quotes
                                                                             Change Log                          PR Contact
                                                                             Collateral Updates Due




Development Logistics: Coordinating Development, QA, Design and Marketing
Calendar shows combined schedule and deliverables for all groups.


                    Development Cycle - the plan: Note, this is how we'd like it to go, not how it will go.                                                                                         Document Version 0.55
                                                                                                                                                                                                    Sun Oct 10 2010


                    Development Cycle
                                                           11                        12                         13                          14                            15                      16
                                                           Start Iteration                                      Facebook soft-launch                                      Nightly Android
                                                                                  facebook app updates                                                                    builds if possible
                                                                     Android Fix and new release as early as possible

                     17                                    18                        19                         20                          21                            22                      23
                                                                                     Candidate Build,           Q&A nal test                Q&A nal test                  Final Build
                                                                                     End of day

                     24                                    25                                                                                      Update Collateral
                                                           Upload Build                                                                            Prepare as necessary: Tutorial, Tour, Reviewer's Guide, PR
                                                                                                                                                   Materials, Android Market Updates.

                                                                                                                      Begin Iteration Rollout
                                                                                                                      Deliverables on this day: Iteration Notes, Reviewers Guide draft, Build

                                                                                                                      Public Release: Upload Final Build, Tutorial, Market Updates, etc.

                    Iteration Planning
                                                           11                         12                        13                          14                          15                        16
                                                           Start Iteration



                     17                                    18                         19                        20                          21                          22                        23
                                                           1st draft of next          Estimate tasks...                                                                 Finalize iteration
                                                           iteration plan                                                                                               plan

                     24                                    25
                                                                                                               Iteration Planning                                                          Final Iteration Plan
                                                                                                               During second week, develop plan                                            Deliver: Iteration plan,
                                                                                                               and estimate for the next iteration.                                        'What's Next' note.




  Portfolio 4.0 Page 4 of 14
  March 12, 2011                                                                                                     Stephan Orme • stephan@worklogistics.com • 510-847-8537
QA Process Design
Shown at right is a use case testing worksheet used for regression testing.




  Portfolio 4.0 Page 5 of 14
  March 12, 2011                                      Stephan Orme • stephan@worklogistics.com • 510-847-8537
Customer Development and Market Research
I believe the best way to insure good product t is through a process of Customer Development. To better
understand the market for Worklogistics, I put on a hard hat and visited construction sites throughout the Bay
Area and interviewed construction foreman. More traditional market research approaches include market
analysis and competitive analysis, two examples are shown below:

Market Analysis
Shown at right is a Total Addressable Market (TAM) and
                                                                               Market Overview and Competition
Segmented Addressable Market (SAM) analysis for the                    The US Construction Market                                                                         Construction Employment by Establishment Size
                                                                            The US Bureau of Labor Statistics                                            3,000,000
                                                                            2008-2009 report states (using 2006
construction timekeeping market.                                            data - the latest available) there were
                                                                            883,000 construction firms employing
                                                                                                                                                         2,500,000
                                                                                                                                                         2,000,000
                                                                            7,689,000 paid workers and an additional                                     1,500,000
                                                                            1.9 million self-employed workers                                            1,000,000
                                                                            bringing total construction employment
                                                                                                                                                          500,000
                                                                            to 9.6 million.9 Current data (June 2009)
                                                                                                                                     0
                                                                            show the number of construction firms                             1 to 4 5 to 19 20 to 99 100+
                                                                            holding steady at about 890,000 firms
                                                                            but show a sharp decline in employment with                      Workers             Establishments
                                                                            losses of 1.3 million jobs since the beginning of
                                                                            the recession.10 2007 US Census data (latest data) report total sales for the construction sector at
                                                                            $1.78 trillion and annual payroll of $348 billion.11 An IHS Insight 2009 report estimates that 2008
                                                                            global and US construction spending was 5.5 trillion and 800 billion respectively.12
                                                                            IHS Global Insight predicts a modest recovery in construction spending in 2010 before seeing
                                                                            significant growth again in 2011.13 We expect to be ready for market in the second half of 2010. Over
                                                                            the long term, construction spending is closely linked to GNP and population growth and is expected
                                                                            to grow.14

                                                                            We are targeting US construction firms with more than 5 employees, which in 2006 numbered 6.8
                                                                            million workers and 310,000 firms. For our analysis and projections we have used estimates of
                                                                            300,000 construction firms employing 6.5 million workers; current numbers are possibly a bit lower,
                                                                            but are likely to rise before we go to market. We estimate that market leader, Exaktime currently holds
                                                                            a little over 6% of this market.15




                                                                       9 Bureau of Labor Statistics, U.S. Department of Labor, Career Guide to Industries, 2008-09 Edition, Construction, on the Internet at
                                                                       http://www.bls.gov/oco/cg/cgs003.htm (visited July 14, 2009 ).
                                                                       10 Bureau of Labor Statistics, U.S. Department of Labor, Industries at a Glance, June 2009 Edition, Construction, on the
                                                                       Internet at http://www.bls.gov/iag/tgs/iag23.htm (visited July 14, 2009 ).

                                                                       See also, the US BLS The Employment Situation Report
                                                                       !        online at: http://www.bls.gov/news.release/empsit.nr0.htm and http://www.bls.gov/news.release/pdf/empsit.pdf
                                                                       11 2007 Economic Census Data, U.S. Census Bureau, online at: http://tinyurl.com/const-stats

                                                                       12 IHS Report citation xxx

                                                                       13 Scott Hazelton, Director of Construction Services at IHS Global Insight (June 2009) report online at: http://tinyurl.com/

                                                                       IHS-outlook
                                                                       14 IBID: citation #11

                                                                       15 See Appendix B - Sales Analysis of Exaktime’s Jobclock system for discussion and analysis.


                                                                       Page 21 of 49!           Wednesday, December 29, 2010!                                                                   CONFIDENTIAL - Property of WorkLogistics
                                                                       !                                                                                                                                           Sales & Marketing




Competitive Analysis
Shown at right is a number-of-users extrapolation and cost-
                                                                       Appendix B - Sales Analysis of Exaktime’s Jobclock system

per-worker analysis for Exaktime, a competitor to                           See Exaktime Analysis spreadsheet for full citations and discussion of methodology.

                                                                            Exaktime (www.exaktime.com) sells the Jobclock system which is the market leader in the
                                                                            construction timekeeping market. Their system is also the closest to ours in function (The majority of

Worklogistics in the construction timekeeping market. This                  other entrants in this market are using PDA-based solutions).

                                                                            Though privately held, we’ve
                                                                            been able to figure out quite

analysis was done to support a pricing model for the service.               a lot about their business.
                                                                            Using annual sales data from
                                                                            Deloite Technology Fast 500
                                                                            listings; historic worker claims
                                                                            discovered on archived pages
                                                                            on www.archive.org; and an
                                                                            ill-considered posting on
                                                                            Google Answers in 2006
                                                                            which reveals their worker -
                                                                            client - sales ratios; we’ve
                                                                            been able to determine
                                                                            approximate sales breakdowns, average system cost, workers per clock, client numbers, cost per
                                                                            worker and other key metrics.

                                                                       Workers Using the Jobclock System
                                                                            If Exaktime worker claims are accurate (we suspect they are inflated) today some 700,000 workers
                                                                            use the Jobclock system each day. From data we’ve developed Exaktime systems averages 12 workers
                                                                            per clock. For their customers, the average cost per worker is about ~$86.


                                                                                                                             Workers Using Jobclock System
                                                                                                                                              Reported & Extrapolated
                                                                                                                                                 Sales per Worker


                                                                                        800,000                                                                                                        $100
                                                                                        700,000                                                                                                        $90
                                                                                                                                                                                                       $80
                                                                                        600,000
                                                                                                                                                                                                       $70
                                                                                        500,000                                                                                                               workers, est
                                                                                                                                                                                                       $60
                                                                                                                                                                                                              workers, reported
                                                                                        400,000                                                                                                        $50
                                                                                                                                                                                                              Sales per worker
                                                                                        300,000                                                                                                        $40
                                                                                                                                                                                                              Average $/worker
                                                                                                                                                                                                       $30
                                                                                        200,000
                                                                                                                                                                                                       $20
                                                                                        100,000                                                                                                        $10
                                                                                            -                                                                                                          $0
                                                                                                  12/31/01


                                                                                                             12/31/02


                                                                                                                        12/31/03


                                                                                                                                   12/31/04


                                                                                                                                              12/31/05


                                                                                                                                                           12/31/06


                                                                                                                                                                      12/31/07


                                                                                                                                                                                 12/31/08


                                                                                                                                                                                            12/31/09




                                                                       Page 42 of 49!           Wednesday, December 29, 2010!                                                                   CONFIDENTIAL - Property of WorkLogistics
                                                                       !                                                                                                                                                     Appendices




  Portfolio 4.0 Page 6 of 14
  March 12, 2011                                     Stephan Orme • stephan@worklogistics.com • 510-847-8537
UX Design
UX: Website Wireframing                         Product Page: Android, iPhone and RIM

Wireframe of Product page for PhoneTell                                                                                                                                                                          Notes

                                                                                                                                 Product Info
                                                         PhoneTell Home                                                                                                                             Hub Page: All Product Info

is shown at right. Design considerations                               Home                                                                Info
                                                                                                                                                                                                    exposed via this page.


                                                                                                                             animated screen, text, test drive...

included:                                                                                                                                                               Te
                                                                                                                                                                       Dr st
                                                                                                                                                                         ive
                                                                Download                                                                  FAQs
                                                                                                                                      Universal FAQ?


•    Simple, brochure-like design                            Name                     phone
                                                                                                                                       Features




                                                                                                                                                                                      Feedback
                                                                       email                                                          For Each Phone


•    Hub Page for all product information          QR Code
                                                                             Download
                                                                    Displays Post_Download in Product_Info
                                                                                                                                          Help
                                                                                                                                      For Each Phone
                                                                           or need your info dialog

                                                                                                                          Post Download Instructions
•    Flat design for ease of navigation                        Select Topic                                                    Show After Download is Sent

                                                                        Info
                                                                        FAQ             Selection loads
                                                                                          content into

     •-   85% of content within 2 levels                              Features
                                                                        Help
                                                                                          Product Info
                                                                                         block at right
                                                                                                                                 We're sorry, the iPhone version
                                                                                                                                                                                                            On This Page
                                                                                                                                 isn't ready yet. Can we send you
                                                                                                                                      a quick note when it is?
                                                              Select Product                                                                                                                        Key Functionality:
     •-   100% of content within 3 levels                                                                                                   Name                    phone
                                                                                                                                                                            Or
                                                                                                                                                                                                    • Download
                                                                                                                                                                                                    •!FAQ
                                                                                                                                                          email
                                                                                                                                                                                                    • Features

                                                                                                                                                                Send info                           • Help with App
                                                                                                                                                                                                    *


                                                    Privacy | Terms | Contact


                                                Prepared by Stephan Orme for PhoneTell, Inc.                              Private and Confidential                                                Page 3 of 2 - Mon Jan 31 2011




UX: UI Design                               F         Edit List - a tool to create, edit and share lists

Shown at right is a UI design for a         Edit List
redesigned Yelp List.                        1. Find Places and Events...                                                                2. Add them to Your List
On the left users nd businesses they             Restaurants                                                 Search                             Neighborhood
like, which they then drag to their list.
                                                                                                                                                Description of this list. Lorem ipsum dolor sit
                                                                Search within 2 Blocks of                                                       amet, consectetur adipiscing elit. Donec
The right side shows the users list.                            1 Carl St. SF, Ca 94117                                                         adipiscing.

They can then share these lists with
                                                                La Boulange Bakery                           1.6 miles                                         California Academy of Scie...         0.6 miles

their friends.                                                  2043 Fillmore St
                                                                              89 reviews
                                                                                                             $$
                                                                                                             Co ee Shop
                                                                                                                                                               55 Music Concourse Dr. Golden Gate... $$
                                                                                                                                                                            453 reviews
                                                                                                                                                                                                     Museum

                                                                Zazie                                        0.7 miles                                         De Young Museum                              0.7 miles
This spec was created to                                        941 Cole St                                  $$$
                                                                                                             Restaurant
                                                                                                                                                               50 Hagiwara Tea Garden Dr. Gold...           $$
                                                                                                                                                                                                            Museum
                                                                                      217 reviews                                                                           654 reviews

communicate the concept, a                                      Crepes on Cole                               0.2 miles                                         San Francisco Botanical Garden 1.2 miles
                                                                                                                                                                                                            $$
                                                                100 Carl St                                  $$                                                9th Ave & Lincoln Way, Golden Gate...
                                                                                                             Resturant                                                                                      Garden
technical spec would include:                                   Marnee Thai
                                                                                      220 reviews

                                                                                                             1.2 miles
                                                                                                                                                                             220 reviews


                                                                9th Ave & Lincoln Way, Golden Gate...        $$

•    UI behavior                                                              220 reviews                    Restaurant



•    User- ow diagram                                    Get Recommendations                                                                    New                 Delete                  Share                 Save

•    Database Schema
•    Exception handling                     Controls to nd places. See                                             Drag items to                                    Share this List. Goes to Sharing
                                            Controls (J)                                                           add to list                                      dialog (H)
•    Notes for the visual designer
                                            Goes to Set Location dialog (G)                                       Using Yelp Recommendation Engine, help users discover
                                                                                                                  places they might like based on items already in their list,
                                                                                                                  i.e. "People who liked these businesses also liked..."

                                                                                                                  Clicking replaces search results with recommended results




    Portfolio 4.0 Page 7 of 14
    March 12, 2011                                                  Stephan Orme • stephan@worklogistics.com • 510-847-8537
UX: Information Design
                                                 “Stephan has an uncanny ability to see all sides of
Representing complex data in an interface can
                                                 complex so ware systems, and great skills in conveying
be particularly challenging. Shown below are     that information to programmers, designers and
two information designs for the Worklogistics    customers.
time accounting system.
                                                 I was consistently impressed in how detailed his
The top diagram shows a time worked for a        speci cations were, both in conveying the broad tasks that
worker. Also on this page are controls for       users were trying to accomplish as well as highlighting
auditing, editing and approving time for         details which were not obvious at rst glance.
payroll.                                            is made my work as a designer much much easier, and
                                                 results in great products since things are thought through
The bottom diagram is a design for the second
                                                 at the beginning instead of being bolted on at the end.”
revision of the product and shows the same
data using a time bar design. The bottom         - UX Designer Owen Williams
design also shows screenshot thumbnails
which are used for a desktop-based time tracking product.

Both of these designs were produced working in collaboration with other designers.




            !"#$%               &"'"(                )*+,-.!/.01"!-2.




  Portfolio 4.0 Page 8 of 14
  March 12, 2011                                   Stephan Orme • stephan@worklogistics.com • 510-847-8537
UX: Use Flow Diagramming
Efficient and coherent use- ow is a key factor in successful designs. The use- ow diagram at top shows the login
sequence and error handling for PhoneTell’s Android application. The bottom diagram is for a dedicated
hardware time clock for construction sites. The clock tracks worker, task and time. This hardware device used an
RFID Card reader, LCD character display and keypad for user interaction, the data was then synced to a cloud-
based service.

               Settings page                                                                                     PhoneTell Login Sequence                                                                                                                             You are Currently Logged In
                                                                                                                                                                                                                     connected? Y
                                                                                                                                                                                                                                                                      Cancel                   Disconnect
               Setting Screen Design:
                One long scrolling page                                                                                                                                                                                 N
                Use Headers to organize content
                                                                                                                                             Register                                                               Login                                                   Lost Password
                                                                                                                         Email                                                                   Email                                                               Email
                                                                                                                         Password                                                                Password

                                                                                                                         Password Again                                                         Register                     Lost Password

                                                                                                                          Cancel                                      Register                     Cancel                              Login                          Cancel                 Send Password
                                                                                                                       go to Login screen                                                     go to Settings screen                                              go to Login screen




                                                                                                                             Thanks for Registering!                                                     You are now logged In                                                 Password Sent
                                                                                                                                    display for ~2 seconds                                                 display for ~2 seconds                                             display for ~2 seconds
                                                                                                                                    go to home screen                                            Or        go to home screen                                                  go to Login screen


                                                                                                                                                                                                Incorrect! Check Email and Password
                                                                                                                                                                                                              display for ~2 seconds
                                                                                                                                                                                                              go to Login screen



                                                                                                                 Third Party Login Sequence
                                                                                                                                                                                                 You are Currently Logged In                                                          Settings                         Later
                                                                                                                                              connected? Y                                                                                                                             <continued>
                                                                                                                                                                                                 Cancel                     Disconnect                            Blocked Phone Numbers
                                                                                                                                                  N
                                                                                                                                                                                                          go to Settings screen
                                                                                                                                                                                                                                                                           Block Anonymous/Restricted Callers
                                                                                                                                                                                        Note on login screens.                                         B
                                                                                                                                             Login                                      Standardize and re-use design when
                                                                                                                                                                                                                                                                   John Doe        510-121-9999
                                                                                                                                                                                                                                                                                                           Send To
                                                                                                                                                                                        possible but some (Facebook, others?)                                                                              Voicemail
                                                                                                                       User Name                                                        require their own login design.
                                                                                                                                                                                                                                                                   Mark Rothko 510-121-9999                Block
                                                                                                                       Password
                                                                                                                        Cancel                                  Login
                                                                                                                                 go to Login screen

                                                                                                                                                                                                   Note See "Users, Devices
                                                                                                                          You are now logged In                                                    and Linked Accounts" (next
                                                                                                                                  display for ~2 seconds                                           page) for notes
                                                                                                                                  go to home screen




                1                                                                 Sleep State                                                                                        2                                                  Welcome Screen
                    State: Sleep                                                                                                                                                               State: Welcome                                                                Swipe RFID error message
                                                                                                 welcome screen
                                                                                                                                                                                                display welcome screen
                                                                                                                                                                                                scan for RFID card                                                              Swipe RFID Card
                                                                                   welcome                               Swipe Card                                                                                                                                                  First!
                                                      wakeUp...
                                                                                                   Selection




                        any keypress                                               Screen                                                                    Select                                                                  Must Swipe                   wait 5
                                                                                                                   Crew Clock 1                                                                  any keypress                        RFID Msg                    seconds
                                                      RFIDScan                                                 Bat 87%      Sig 53%
                       Passive IR                                                                                                                                                                                                                                                   Error: User has
                      Motion Detect                                                                                                                                                                                                                                                 pressed a key before
                                                                                                               start      stop       Clear     Back          system
                                                                                                                                                                                                  Swipe RFID                                                                        swiping RFID card
                                                                                                                                                                                                                        RFIDRead                     beep
                                                                                                                                                                                                     Card
                                                                                                                                                                                                                                        beginSession


                                                                                                                                                                            user not clocked in. Display project_select                             clocked in
                                                                                                                                                                                                                                       N
                                                                                                                                                                            screen with default project displayed                                    already?
                                                                                                                                                                                                                                                        Y    User clocked in. Display task_select screen
                                writeMessageToScreen
                                                                                                                                                                                                  writeMessageToScreen                                       with user's current task selected
                3                                                 Select Project Screen                                                                                      4                                                      Select Task Screen
                       State: Project Selection                                                                                                                                     State: Task Selection
                                                                                Hi Steve, Project:                                                                                       display task_sel screen                                     Greer Appts Tasks
                           display project_sel screen
                                                                                                                                                                                                                                                      33 Sheet Rock
                                                                    Selection




                                                                                 20 Karis Building                                                                                       w/ current user task (if clocked in)
                                                                                                                                                                                                                                        Selection




                           with default project selected
                                                                                 54 Greer Appts                                                                                                                                                       36 Painting
                           wait for key input                                                                                                                                            w/ default task (if not clocked in)
                                                                                 56 Hsu Development                                                                                                                                                   52 Finish Trim
                                                                                                                                                                                         wait for key input


                        wait for key Input             time out? Y                writeTimeEvent               clearSession           goToSleep                                               wait for key Input         time out? Y                 writeTimeEvent         clearSession      goToSleep

                                beep                       N                                                                                                                                   beep                          N

                                  start                                                                                                                                                          start
                                                 writeTimeEvent                   clearSession                         goodbye Screen                                                                             writeTimeEvent                clearSession                        goodbye Screen
                                  stop                                                                                                                                                           stop


                                  clear                                                                                                                                                          clear              clearSession                                                    welcome Screen
                                                     clearSession                            welcome Screen
                                  back                                                                                                                                                           back                                                                        Project_seletion screen
                    Key Input




                                                                                                                                                                                  Key Input




                                                                                                                                   Display task_select
                                                                                             Task_seletion                                                                                      select            writeTimeEvent                      clearSession                  goodbye Screen
                                 select              selectProject                                                                 screen with default
                                                                                             Screen
                                                                                                                                   task selected

                                   up                                                                                                                                                             up
                                                                                             Project_seletion                                                                                                                                                                       Task_seletion
                                                      scrollMenu                                                                                                                                                      scrollMenu
                                                                                             Screen                                                                                                                                                                                 Screen
                                 down                                                                                                                                                           down
                                                                                             System_Info                                                                                                                                                                            System_Info
                                system                                                                                                                                                         system                                                                               Screen
                                                                                             Screen

                                                                                             System_Options                                                                                                                                                                         System_Options
                                start + stop                                                                                                                                                   start + stop                                                                         Screen
                                                                                             Screen

                         New user swipes in before the current session is finished, write current session, and start new                                                            New user swipes in before the current session is finished, write current session, and start new
                                                                                         start new session
                                  Swipe            writeTimeEvent                   clearSession                                                                                                Swipe
                                RFID Card                                                                                                                                                                         See project_selection example
                                                                                                                                                                                              RFID Card




  Portfolio 4.0 Page 9 of 14
  March 12, 2011                                                                                                                                             Stephan Orme • stephan@worklogistics.com • 510-847-8537
UX: Mobile App Design                   Detail Screen

                                                                                                                  previous, next and back
                                          Tartine Bakery
Shown at right is a Place Detail          600 Guerrero Street
                                          San Francisco, Ca 94110
                                                                                                                  goes to next contact in list. Back goes back to List page
                                                                                                                  (Search or Contacts)

                                                                                                                  Tap to call. If there are multiple phone nujmbers, display
                                          Distance: 0.3 Miles                         (415) 487-2600

Screen along with design notes.
                                                                                                                  the 1st.

                                                                                                                                           Address info (same info we have in
                                           Yelp          Google Places           My Contacts                                               list view). Tap goes to Map


                                                                                                                                                                                Delete Contact dialog
I’ve gotten consistent praise for the                                                                             Loads page data. Initially only show Yelp. Later have
                                                                                                                  multiple tabs for multiple data sources
                                                                                                                                                                                            Delete This Contact?
                                            Insert Yelp or Google places page OR
thoroughness and quality of my                 existing 'View Contact' screen in
                                                         Android Dialer
                                                                                                                                                                                        Cancel                         Ok
                                                                                                                  Show in this area:
                                                                                                                  Yelp, etc. HTML pages and Existing Android 'View
speci cations from the developers                               Scrolls in this box
                                                                                                                  Contact page
                                                                                                                                                                                Bad Info dialog
                                                                                                                                                                                       Thanks for Letting us Know!
that I’ve worked with.                                                                                            Add to Contacts confirm with Toast: "Added to Contacts"

                                                                                                                                                                                 Can you tell us why?   Bad Phone Number
                                                                                                                  Add to Favorites, confirm with Toast "Added to Favorites"
                                                                                                                   - if NOT in contacts add to contacts also (no toast)

                                                                                                                  Use standard Android share functionality. This pops up
                                                                                                                  dialog: "Share via email or Bluetooth" - Both send VCF
                                                                                       Delete                     formatted files (contact interchange file)                                      comments
                                               +                +                                                 Need Estimate: Add Send Text Message option to
                                           Add to         Add to         !                                        existing. SMS content: NOTE FORMAT incl: commas,
                                                                                                                  spaces and colons
                                          Contacts       Favorites       Share        Bad Info       Edit
                                                                                                                  <Full Name>                                                         Cancel                            Submit
                                                                                                                  <IF business show business name>
                                                                                                                  <City>, <state> <zipcode>
                                        Bad Contact / Delete                                                      <phoneType1>: <phone number 1>
                                        Show Bad Info when the contact is 'one of ours'                           <emailType1>: <email 1>                                                               Menu Options:
                                        Show Delete when the contact is in their contact list                                                                                                           Phone Number Doesn't Work
                                                                                                                   - Brought to you by PhoneTell: www.phoneTell.com                                     Address Wrong or Business Moved
                                        Bad Info Behavior                                                                                                                                               Business Closed
                                        Clicking Bad Info pops up a comment field.                                                                                                                      Other
                                                                                                                  If NOT in their Contact list, create new contact then go to
                                        The Contact Id info along with the comment is sent to a 'bad_data'
                                                                                                                  Standard Android Edit Page
                                        table
                                        Later we'll figure out how to use this info
                                                                                                                  If already in their contact list,just go to edit page
                                        Delete Behavior
                                        Dialog: "Delete this contact?" With Ok / Cancel (ok to reuse Android
                                        standard)




At left are wireframes for a contact
list management UI along with
implementation notes.




At right a combined voice/text
                                                                                 go to Voice_Entry dialog
Search Interface.
                                                                                                                                                                                     Clear search entry
                                                                                                                                                                                     Clear search results
                                                                                                                                                               Clear                 show home screen message
                                                                                                                                                                                     show keyboard

                                                                                                               tap to slide up Keyboard
                                                                                                               typing calls on-the-fly search routine




  Portfolio 4.0 Page 10 of 14
  March 12, 2011                                                           Stephan Orme • stephan@worklogistics.com • 510-847-8537
UX: Mobile Design and Architecture
PhoneTell’s core product is a global contact database (with 300+ million contacts) which is accessed through a
series of clients (Android, iPhone, Blackberry, Skype, and Facebook). The Android client, shown below, left, builds
upon and extends the Android Dialer application with integrated search and features such as Inbound-Caller-Id
and Text-to-Respond.

Android, iPhone and Blackberry Apps from PhoneTell




Crew Tracker from Worklogistics
The Worklogistics Crew Tracker™ Application, shown at right, tracks task,
time and project information for construction crews.

For the Crew Tracker service I designed a sophisticated system for syncing
and updating data across multiple clients. One of the advanced features
of the architecture is that data (about workers, project, tasks and time) are
efficiently propagated to all clients linked to an account.

Crew Tracker data is used for payroll, billing, analytics and project
management. The Crew Tracker application runs on Android.




  Portfolio 4.0 Page 11 of 14
  March 12, 2011                                        Stephan Orme • stephan@worklogistics.com • 510-847-8537
Product Management Portfolio for Stephan Orme
Product Management Portfolio for Stephan Orme
Product Management Portfolio for Stephan Orme

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Product Management Portfolio for Stephan Orme

  • 1. Product Management Portfolio for Stephan Orme Product Management | UX Design | Information Design Stephan@worklogistics.com • 510-847-8537 Document Version 0.46 Detail Screen previous, next and back Tartine Bakery goes to next contact in list. Back goes back to List page 600 Guerrero Street (Search or Contacts) San Francisco, Ca 94110 Tap to call. If there are multiple phone nujmbers, display Distance: 0.3 Miles (415) 487-2600 the 1st. Address info (same info we have in Yelp Google Places My Contacts list view). Tap goes to Map Loads page data. Initially only show Yelp. Later have Delete Contact dialog multiple tabs for multiple data sources Delete This Contact? Insert Yelp or Google places page OR existing 'View Contact' screen in Cancel Ok Android Dialer Show in this area: Yelp, etc. HTML pages and Existing Android 'View Contact page Scrolls in this box Bad Info dialog Add to Contacts confirm with Toast: "Added to Contacts" Thanks for Letting us Know! Can you tell us why? Bad Phone Number Add to Favorites, confirm with Toast "Added to Favorites" - if NOT in contacts add to contacts also (no toast) Use standard Android share functionality. This pops up dialog: "Share via email or Bluetooth" - Both send VCF Delete formatted files (contact interchange file) comments + + Need Estimate: Add Send Text Message option to Add to Add to ! existing. SMS content: NOTE FORMAT incl: commas, spaces and colons Contacts Favorites Share Bad Info Edit <Full Name> Cancel Submit <IF business show business name> <City>, <state> <zipcode> Bad Contact / Delete <phoneType1>: <phone number 1> Show Bad Info when the contact is 'one of ours' <emailType1>: <email 1> Menu Options: Show Delete when the contact is in their contact list Phone Number Doesn't Work - Brought to you by PhoneTell: www.phoneTell.com Address Wrong or Business Moved Bad Info Behavior Business Closed Clicking Bad Info pops up a comment field. Other If NOT in their Contact list, create new contact then go to The Contact Id info along with the comment is sent to a 'bad_data' Standard Android Edit Page table Later we'll figure out how to use this info If already in their contact list,just go to edit page Delete Behavior Dialog: "Delete this contact?" With Ok / Cancel (ok to reuse Android standard) Portfolio 4.0 Page 1 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 2. Product Management Portfolio I have experience with all stages of the product process including managing development teams, implementing Agile “Stephan has a great understanding of systems, de ning the product roadmap and UX designs. the so ware development process and it As Director of Product for PhoneTell, I prepared product was a pleasure to work with him.” roadmaps for their suite of mobile applications, led product - Sergey Slepchenko, Project Manager, strategy discussions with senior management, managed a 15- Interlink person development team and designed applications for Android, Blackberry and Skype. As CEO of Worklogistics, I led the creation of the Crew Tracker mobile application for Android, along with a sophisticated web application. This involved the complete product life-cycle, from product vision, customer development, technology stack speci cation, UX design, data modeling, hiring and managing a development team and eld testing. As lead developer for the Pesticideinfo.org project I wrote all front and back end code (SQL, JSP and Perl), optimized the site for SEO (which resulted in top 10 ranking for many pesticides), set up co-located unix servers and performance tuned MySQL. I believe in small, effective teams, customer development, minimum viable product design and agile development. Product Roadmap and Mobile UX speci cations for PhoneTell Product Roadmap Not for release - private distribution only Draft document version 0.35 Table of Contents Services Core Technologies Partners and Technology Platforms and Technologies Technology Trends October 5, 2010 Private and Con dential PhoneTell, Inc PhoneTell Product Roadmap Portfolio 4.0 Page 2 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 3. Product Management, Customer Support and Staffing Product management is embedded in larger business processes and has to consider a range of business issues including customer support and staffing. The top gure is a hiring plan which shows how the product roadmap, marketing launch and hiring evolve from pre-launch through launch. The bottom gure shows how customer support and user feedback is integrated into development. Development Staffing/Activity Plan Activities by Phase For Crew Tracker Launch Shown at right is a nine-month staffing/ A Pre-Launch B Soft Launch C Marketing Launch Hire Lead Web Developer Hire QA & Dev Assistant Hire Lead QA Expand QA Process Hire VP Engineering Development Begin Enterprise activity plan for Worklogistics that shows Crew Tracker Dev Web App Dev Sales Website Dev UX Design Build out Export Template Library Develop Community Systems Hire Enterprise Architect Refactoring Product Design Graphic Design Dev & QA Process evolution Implement Web Analytics Load Testing how staff are added over time as Customer Hire Payroll Integrator Hire Customer Support Support Support Docs Hire SEO Optimization Hire Technical Support development evolves. Hire VP Community Manager Hire Dir. Crew Tracker Marketing Hire PR Person Marketing Website Community Soft Launch Marketing Launch Analytics Launch This model was prepared in conjunction Organizational Development Build out HR Fundraising Fundraising Recruiting resources with a full nancial model. 6 Months 3 Months 3 Months Staffing Evolution Key Pre-Launch Phase Activity Operations Soft Launch Phase Employee CEO Marketing Launch Contracted CFO Human Resources Office Manager Development Marketing Support VP Engineering VP Community reports to Manager Lead Web QA & Dev Enterprise Server Admin Marketing Directors: Experts within Vertical HR System Integrator QA Lead Developer Assist Architect Dir. Crew Dir. Legal Dir. Solo Tracker Already in Place Tracker Marketing Marketing Marketing SEO Optimization Customer Support Android Dev Web App Dev Graphics Design UX Designer PR Person Business Development Support Documentation Technical Support Team Team Animation Design Dev and QA Systems Analytics System Community Systems Designing for Support At right is a Support/Feedback Work ow which I Proposed Feedback/Support Workflow Handling Feedback and Support Requests designed for PhoneTell. This system streamlined App-based Web-based Other channels support/feedback work ows. PhoneTell implemented Feedback/Support Feedback/Support Feedback/Support this process along with a new issue tracking system, Automatic ZenDesk Automatic ZenDesk Manual ZenDesk Ticket Ticket Entry Creation Creation Fogbugz. ZenDesk System Manual entry forward relevant info into Editgrid PhoneTell Staffer on as-needed basis to or Fogbugz other Phonetell staff ZenDesk mail Bug Fixes & For Internal PhoneTell programmer notes Customer Support need-to-know and Transaction discussion Feedback and Support - some design ideas 1. Simple Forms. Simple is more approachable and intuitive. Fewer fields = better. 2. Ubiquitous. Make feedback collection as ubiquitous as possible during active beta period so users can contact us easily and immediately (later, we can screen to drive down support overhead) 3. Automatically collect data when possible: OS version, App version, user contact info if we can, etc. to eliminate transaction friction. 4. Don't over-design support system. Don't automate routing and ZenDesk - Editgrid/Fogbugz integration yet. Keep these systems simple. We don't have sufficient volume to justify the engineering cost and we can upgrade and automate once we have a better sense of the actual support workflow and needs. 5. Mobile-centric feedback and support. Most users will experience problems while using the app therefore mobile support is key and web-based support is secondary. Feedback might be more web based. Portfolio 4.0 Page 3 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 4. Development Management I’ve directly managed two offshore development teams (Ukraine and Chinese teams); below are some of the Agile processes I implemented to help with the complex logistics of managing distributed teams. Implementing Agile Development Systems Shown below is a two-week iteration schedule showing developer, product and marketing deliverables. Agile development also means agile marketing; this document was created to help sync development and marketing efforts. Development Process Flow Document Version 0.64 Mon Dec 27 2010 PhoneTell + Aragon Aragon Aragon + PhoneTell Aragon continued below Iteration Plan Draft Iteration Plan Development Interim Builds Unit Testing Regression/ Candidate Build Acceptance nal iteration Testing Build uploaded Plan Estimating plan sent to Interim Feeback Change log updated PhoneTell Team Known Issues PhoneTell continued from above PhoneTell QA Final Iteration Notes Public Release Post Release Monitoring Manual Ad-hoc Testing Update list of known issues Candidate Build Automated Test Suite Build Uploaded to markets Crash-log reporting Release Meeting OK? Online Market text updated Feedback monitoring Everyone agree? Tour updated Notify PhoneTell Team Collateral Production? Marketing Tutorial updated Iteration Note Draft Reviewer's Guide Reviewer's Guide Draft Tutorial Update Tour Update PR Materials Online Market Text Mkting Marketing Marketing Iteration Process Documents Iteration Plan Includes Iteration Notes Include Reviewers Guide Includes Development Timeline Introduction Installation Scheduled work for each project Download URL How to Use Release Timeline Features/Bene ts Known Issues Press Quotes Change Log PR Contact Collateral Updates Due Development Logistics: Coordinating Development, QA, Design and Marketing Calendar shows combined schedule and deliverables for all groups. Development Cycle - the plan: Note, this is how we'd like it to go, not how it will go. Document Version 0.55 Sun Oct 10 2010 Development Cycle 11 12 13 14 15 16 Start Iteration Facebook soft-launch Nightly Android facebook app updates builds if possible Android Fix and new release as early as possible 17 18 19 20 21 22 23 Candidate Build, Q&A nal test Q&A nal test Final Build End of day 24 25 Update Collateral Upload Build Prepare as necessary: Tutorial, Tour, Reviewer's Guide, PR Materials, Android Market Updates. Begin Iteration Rollout Deliverables on this day: Iteration Notes, Reviewers Guide draft, Build Public Release: Upload Final Build, Tutorial, Market Updates, etc. Iteration Planning 11 12 13 14 15 16 Start Iteration 17 18 19 20 21 22 23 1st draft of next Estimate tasks... Finalize iteration iteration plan plan 24 25 Iteration Planning Final Iteration Plan During second week, develop plan Deliver: Iteration plan, and estimate for the next iteration. 'What's Next' note. Portfolio 4.0 Page 4 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 5. QA Process Design Shown at right is a use case testing worksheet used for regression testing. Portfolio 4.0 Page 5 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 6. Customer Development and Market Research I believe the best way to insure good product t is through a process of Customer Development. To better understand the market for Worklogistics, I put on a hard hat and visited construction sites throughout the Bay Area and interviewed construction foreman. More traditional market research approaches include market analysis and competitive analysis, two examples are shown below: Market Analysis Shown at right is a Total Addressable Market (TAM) and Market Overview and Competition Segmented Addressable Market (SAM) analysis for the The US Construction Market Construction Employment by Establishment Size The US Bureau of Labor Statistics 3,000,000 2008-2009 report states (using 2006 construction timekeeping market. data - the latest available) there were 883,000 construction firms employing 2,500,000 2,000,000 7,689,000 paid workers and an additional 1,500,000 1.9 million self-employed workers 1,000,000 bringing total construction employment 500,000 to 9.6 million.9 Current data (June 2009) 0 show the number of construction firms 1 to 4 5 to 19 20 to 99 100+ holding steady at about 890,000 firms but show a sharp decline in employment with Workers Establishments losses of 1.3 million jobs since the beginning of the recession.10 2007 US Census data (latest data) report total sales for the construction sector at $1.78 trillion and annual payroll of $348 billion.11 An IHS Insight 2009 report estimates that 2008 global and US construction spending was 5.5 trillion and 800 billion respectively.12 IHS Global Insight predicts a modest recovery in construction spending in 2010 before seeing significant growth again in 2011.13 We expect to be ready for market in the second half of 2010. Over the long term, construction spending is closely linked to GNP and population growth and is expected to grow.14 We are targeting US construction firms with more than 5 employees, which in 2006 numbered 6.8 million workers and 310,000 firms. For our analysis and projections we have used estimates of 300,000 construction firms employing 6.5 million workers; current numbers are possibly a bit lower, but are likely to rise before we go to market. We estimate that market leader, Exaktime currently holds a little over 6% of this market.15 9 Bureau of Labor Statistics, U.S. Department of Labor, Career Guide to Industries, 2008-09 Edition, Construction, on the Internet at http://www.bls.gov/oco/cg/cgs003.htm (visited July 14, 2009 ). 10 Bureau of Labor Statistics, U.S. Department of Labor, Industries at a Glance, June 2009 Edition, Construction, on the Internet at http://www.bls.gov/iag/tgs/iag23.htm (visited July 14, 2009 ). See also, the US BLS The Employment Situation Report ! online at: http://www.bls.gov/news.release/empsit.nr0.htm and http://www.bls.gov/news.release/pdf/empsit.pdf 11 2007 Economic Census Data, U.S. Census Bureau, online at: http://tinyurl.com/const-stats 12 IHS Report citation xxx 13 Scott Hazelton, Director of Construction Services at IHS Global Insight (June 2009) report online at: http://tinyurl.com/ IHS-outlook 14 IBID: citation #11 15 See Appendix B - Sales Analysis of Exaktime’s Jobclock system for discussion and analysis. Page 21 of 49! Wednesday, December 29, 2010! CONFIDENTIAL - Property of WorkLogistics ! Sales & Marketing Competitive Analysis Shown at right is a number-of-users extrapolation and cost- Appendix B - Sales Analysis of Exaktime’s Jobclock system per-worker analysis for Exaktime, a competitor to See Exaktime Analysis spreadsheet for full citations and discussion of methodology. Exaktime (www.exaktime.com) sells the Jobclock system which is the market leader in the construction timekeeping market. Their system is also the closest to ours in function (The majority of Worklogistics in the construction timekeeping market. This other entrants in this market are using PDA-based solutions). Though privately held, we’ve been able to figure out quite analysis was done to support a pricing model for the service. a lot about their business. Using annual sales data from Deloite Technology Fast 500 listings; historic worker claims discovered on archived pages on www.archive.org; and an ill-considered posting on Google Answers in 2006 which reveals their worker - client - sales ratios; we’ve been able to determine approximate sales breakdowns, average system cost, workers per clock, client numbers, cost per worker and other key metrics. Workers Using the Jobclock System If Exaktime worker claims are accurate (we suspect they are inflated) today some 700,000 workers use the Jobclock system each day. From data we’ve developed Exaktime systems averages 12 workers per clock. For their customers, the average cost per worker is about ~$86. Workers Using Jobclock System Reported & Extrapolated Sales per Worker 800,000 $100 700,000 $90 $80 600,000 $70 500,000 workers, est $60 workers, reported 400,000 $50 Sales per worker 300,000 $40 Average $/worker $30 200,000 $20 100,000 $10 - $0 12/31/01 12/31/02 12/31/03 12/31/04 12/31/05 12/31/06 12/31/07 12/31/08 12/31/09 Page 42 of 49! Wednesday, December 29, 2010! CONFIDENTIAL - Property of WorkLogistics ! Appendices Portfolio 4.0 Page 6 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 7. UX Design UX: Website Wireframing Product Page: Android, iPhone and RIM Wireframe of Product page for PhoneTell Notes Product Info PhoneTell Home Hub Page: All Product Info is shown at right. Design considerations Home Info exposed via this page. animated screen, text, test drive... included: Te Dr st ive Download FAQs Universal FAQ? • Simple, brochure-like design Name phone Features Feedback email For Each Phone • Hub Page for all product information QR Code Download Displays Post_Download in Product_Info Help For Each Phone or need your info dialog Post Download Instructions • Flat design for ease of navigation Select Topic Show After Download is Sent Info FAQ Selection loads content into •- 85% of content within 2 levels Features Help Product Info block at right We're sorry, the iPhone version On This Page isn't ready yet. Can we send you a quick note when it is? Select Product Key Functionality: •- 100% of content within 3 levels Name phone Or • Download •!FAQ email • Features Send info • Help with App * Privacy | Terms | Contact Prepared by Stephan Orme for PhoneTell, Inc. Private and Confidential Page 3 of 2 - Mon Jan 31 2011 UX: UI Design F Edit List - a tool to create, edit and share lists Shown at right is a UI design for a Edit List redesigned Yelp List. 1. Find Places and Events... 2. Add them to Your List On the left users nd businesses they Restaurants Search Neighborhood like, which they then drag to their list. Description of this list. Lorem ipsum dolor sit Search within 2 Blocks of amet, consectetur adipiscing elit. Donec The right side shows the users list. 1 Carl St. SF, Ca 94117 adipiscing. They can then share these lists with La Boulange Bakery 1.6 miles California Academy of Scie... 0.6 miles their friends. 2043 Fillmore St 89 reviews $$ Co ee Shop 55 Music Concourse Dr. Golden Gate... $$ 453 reviews Museum Zazie 0.7 miles De Young Museum 0.7 miles This spec was created to 941 Cole St $$$ Restaurant 50 Hagiwara Tea Garden Dr. Gold... $$ Museum 217 reviews 654 reviews communicate the concept, a Crepes on Cole 0.2 miles San Francisco Botanical Garden 1.2 miles $$ 100 Carl St $$ 9th Ave & Lincoln Way, Golden Gate... Resturant Garden technical spec would include: Marnee Thai 220 reviews 1.2 miles 220 reviews 9th Ave & Lincoln Way, Golden Gate... $$ • UI behavior 220 reviews Restaurant • User- ow diagram Get Recommendations New Delete Share Save • Database Schema • Exception handling Controls to nd places. See Drag items to Share this List. Goes to Sharing Controls (J) add to list dialog (H) • Notes for the visual designer Goes to Set Location dialog (G) Using Yelp Recommendation Engine, help users discover places they might like based on items already in their list, i.e. "People who liked these businesses also liked..." Clicking replaces search results with recommended results Portfolio 4.0 Page 7 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 8. UX: Information Design “Stephan has an uncanny ability to see all sides of Representing complex data in an interface can complex so ware systems, and great skills in conveying be particularly challenging. Shown below are that information to programmers, designers and two information designs for the Worklogistics customers. time accounting system. I was consistently impressed in how detailed his The top diagram shows a time worked for a speci cations were, both in conveying the broad tasks that worker. Also on this page are controls for users were trying to accomplish as well as highlighting auditing, editing and approving time for details which were not obvious at rst glance. payroll. is made my work as a designer much much easier, and results in great products since things are thought through The bottom diagram is a design for the second at the beginning instead of being bolted on at the end.” revision of the product and shows the same data using a time bar design. The bottom - UX Designer Owen Williams design also shows screenshot thumbnails which are used for a desktop-based time tracking product. Both of these designs were produced working in collaboration with other designers. !"#$% &"'"( )*+,-.!/.01"!-2. Portfolio 4.0 Page 8 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 9. UX: Use Flow Diagramming Efficient and coherent use- ow is a key factor in successful designs. The use- ow diagram at top shows the login sequence and error handling for PhoneTell’s Android application. The bottom diagram is for a dedicated hardware time clock for construction sites. The clock tracks worker, task and time. This hardware device used an RFID Card reader, LCD character display and keypad for user interaction, the data was then synced to a cloud- based service. Settings page PhoneTell Login Sequence You are Currently Logged In connected? Y Cancel Disconnect Setting Screen Design: One long scrolling page N Use Headers to organize content Register Login Lost Password Email Email Email Password Password Password Again Register Lost Password Cancel Register Cancel Login Cancel Send Password go to Login screen go to Settings screen go to Login screen Thanks for Registering! You are now logged In Password Sent display for ~2 seconds display for ~2 seconds display for ~2 seconds go to home screen Or go to home screen go to Login screen Incorrect! Check Email and Password display for ~2 seconds go to Login screen Third Party Login Sequence You are Currently Logged In Settings Later connected? Y <continued> Cancel Disconnect Blocked Phone Numbers N go to Settings screen Block Anonymous/Restricted Callers Note on login screens. B Login Standardize and re-use design when John Doe 510-121-9999 Send To possible but some (Facebook, others?) Voicemail User Name require their own login design. Mark Rothko 510-121-9999 Block Password Cancel Login go to Login screen Note See "Users, Devices You are now logged In and Linked Accounts" (next display for ~2 seconds page) for notes go to home screen 1 Sleep State 2 Welcome Screen State: Sleep State: Welcome Swipe RFID error message welcome screen display welcome screen scan for RFID card Swipe RFID Card welcome Swipe Card First! wakeUp... Selection any keypress Screen Select Must Swipe wait 5 Crew Clock 1 any keypress RFID Msg seconds RFIDScan Bat 87% Sig 53% Passive IR Error: User has Motion Detect pressed a key before start stop Clear Back system Swipe RFID swiping RFID card RFIDRead beep Card beginSession user not clocked in. Display project_select clocked in N screen with default project displayed already? Y User clocked in. Display task_select screen writeMessageToScreen writeMessageToScreen with user's current task selected 3 Select Project Screen 4 Select Task Screen State: Project Selection State: Task Selection Hi Steve, Project: display task_sel screen Greer Appts Tasks display project_sel screen 33 Sheet Rock Selection 20 Karis Building w/ current user task (if clocked in) Selection with default project selected 54 Greer Appts 36 Painting wait for key input w/ default task (if not clocked in) 56 Hsu Development 52 Finish Trim wait for key input wait for key Input time out? Y writeTimeEvent clearSession goToSleep wait for key Input time out? Y writeTimeEvent clearSession goToSleep beep N beep N start start writeTimeEvent clearSession goodbye Screen writeTimeEvent clearSession goodbye Screen stop stop clear clear clearSession welcome Screen clearSession welcome Screen back back Project_seletion screen Key Input Key Input Display task_select Task_seletion select writeTimeEvent clearSession goodbye Screen select selectProject screen with default Screen task selected up up Project_seletion Task_seletion scrollMenu scrollMenu Screen Screen down down System_Info System_Info system system Screen Screen System_Options System_Options start + stop start + stop Screen Screen New user swipes in before the current session is finished, write current session, and start new New user swipes in before the current session is finished, write current session, and start new start new session Swipe writeTimeEvent clearSession Swipe RFID Card See project_selection example RFID Card Portfolio 4.0 Page 9 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 10. UX: Mobile App Design Detail Screen previous, next and back Tartine Bakery Shown at right is a Place Detail 600 Guerrero Street San Francisco, Ca 94110 goes to next contact in list. Back goes back to List page (Search or Contacts) Tap to call. If there are multiple phone nujmbers, display Distance: 0.3 Miles (415) 487-2600 Screen along with design notes. the 1st. Address info (same info we have in Yelp Google Places My Contacts list view). Tap goes to Map Delete Contact dialog I’ve gotten consistent praise for the Loads page data. Initially only show Yelp. Later have multiple tabs for multiple data sources Delete This Contact? Insert Yelp or Google places page OR thoroughness and quality of my existing 'View Contact' screen in Android Dialer Cancel Ok Show in this area: Yelp, etc. HTML pages and Existing Android 'View speci cations from the developers Scrolls in this box Contact page Bad Info dialog Thanks for Letting us Know! that I’ve worked with. Add to Contacts confirm with Toast: "Added to Contacts" Can you tell us why? Bad Phone Number Add to Favorites, confirm with Toast "Added to Favorites" - if NOT in contacts add to contacts also (no toast) Use standard Android share functionality. This pops up dialog: "Share via email or Bluetooth" - Both send VCF Delete formatted files (contact interchange file) comments + + Need Estimate: Add Send Text Message option to Add to Add to ! existing. SMS content: NOTE FORMAT incl: commas, spaces and colons Contacts Favorites Share Bad Info Edit <Full Name> Cancel Submit <IF business show business name> <City>, <state> <zipcode> Bad Contact / Delete <phoneType1>: <phone number 1> Show Bad Info when the contact is 'one of ours' <emailType1>: <email 1> Menu Options: Show Delete when the contact is in their contact list Phone Number Doesn't Work - Brought to you by PhoneTell: www.phoneTell.com Address Wrong or Business Moved Bad Info Behavior Business Closed Clicking Bad Info pops up a comment field. Other If NOT in their Contact list, create new contact then go to The Contact Id info along with the comment is sent to a 'bad_data' Standard Android Edit Page table Later we'll figure out how to use this info If already in their contact list,just go to edit page Delete Behavior Dialog: "Delete this contact?" With Ok / Cancel (ok to reuse Android standard) At left are wireframes for a contact list management UI along with implementation notes. At right a combined voice/text go to Voice_Entry dialog Search Interface. Clear search entry Clear search results Clear show home screen message show keyboard tap to slide up Keyboard typing calls on-the-fly search routine Portfolio 4.0 Page 10 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537
  • 11. UX: Mobile Design and Architecture PhoneTell’s core product is a global contact database (with 300+ million contacts) which is accessed through a series of clients (Android, iPhone, Blackberry, Skype, and Facebook). The Android client, shown below, left, builds upon and extends the Android Dialer application with integrated search and features such as Inbound-Caller-Id and Text-to-Respond. Android, iPhone and Blackberry Apps from PhoneTell Crew Tracker from Worklogistics The Worklogistics Crew Tracker™ Application, shown at right, tracks task, time and project information for construction crews. For the Crew Tracker service I designed a sophisticated system for syncing and updating data across multiple clients. One of the advanced features of the architecture is that data (about workers, project, tasks and time) are efficiently propagated to all clients linked to an account. Crew Tracker data is used for payroll, billing, analytics and project management. The Crew Tracker application runs on Android. Portfolio 4.0 Page 11 of 14 March 12, 2011 Stephan Orme • stephan@worklogistics.com • 510-847-8537