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About the Author
Dennis Forbes is a Toronto-based software architect. While focused primarily on the .NET and SQL Server worlds, Dennis frequently ventures outside of this comfort zone into game development and image processing. He has been published in several industry magazines, has been quoted in the Wall Street Journal and has been interviewed by NPR.

He is a vice president and lead software architect at an innovative New York City hedge fund back-office services firm.

Dennis has been working on solutions for the financial, telecommunications, and power generation markets for over 13 years.




The Feed Bag

 
Tuesday, December 13 2005

VCRs and PVRs - Small Usability Improvements Yields Huge Usage Changes

How often did you use the scheduling functionality of your VCR to record your favourite television shows, decoupling yourself from the rigorous schedule imposed by the television networks?

The common answer, overwhelmingly, is never. Few bothered using the scheduling functionality, even when it would be beneficial to their quality of life.

This inspired endless jokes about the complexity of "programming the VCR". Even the few brave "wizards" who did bother scheduling recordings generally did so rarely: The hassle of managing tapes, manually setting schedule times, and then having the uncertain-quality result unavailable until completion simply wasn't worthwhile to most people. Many times it didn't work out, and they discovered that they actually recorded 8am instead of 8pm. Whoops!

Even the introduction of Guide+ - a system that allowed you to record a program by punching in a short code - changed the situation little: To many it still wasn't worth the marginal hassle.

The functionality to time shift was there, but few leveraged it.

This topic came up after becoming engaged in an interesting discussion about PVRs versus VCRs, and why the former is inspiring panic and behaviour changes among the television networks, while the latter was largely ignored. Consider that virtually every household in the West had one or more VCRs, yet only a very small percentage have a PVR today (though obviously it's a much greater percentage among the net savvy). Why the concern about functionality we've had for well over a decade?

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The reason for the panic, of course, is that the seemingly minor usability and functional improvements of the PVR dramatically increased the usage and utility of the technology: Instead of rummaging for Guide+ numbers in the back of the newspaper, or worse - configuring start and end times manually - one simply pulls up an online listing, selects the programs they want, and selects to record them. The quality is superlative, it takes just a few moments, and they gain the added ability to quickly skip past commercials. Many choose to automatically record every new episode, saving even more time. To put the icing on the cake, there's no hassle dealing with the tapes.

simply reducing the complexity or number of steps marginally can lead to market dominance

There is a valuable lesson to be learned from this: Seemingly minor advances in usability can tremendously alter marketplace success (the VCR was, of course, a great success in marketplace saturation, but that was almost entirely on the merit of playback of pre-recorded content. Few used it to actually record content). Even when it seems like a marketplace need has been functionally satisfied, simply reducing the complexity or number of steps marginally - or reducing the barriers to entry - can lead to market dominance (or market creation). A PVR isn't just a VCR with a hard drive - It completely changed the equation.

Software For Every Need

Consider the software market: By all appearances it looks to be a saturated market - with a solution for every need - but the remarkable thing is that much of it remains completely unused and unadopted. There are countless domains where solutions sit collecting binary dust because the complexity or barrier to entry is too high.

Skype, in contrast, blazed a path of glory and achieved virtual overnight success, yet really it's just yet-another IP voice technology (like we've had since the mid-90s. Sure it added the distributed net, but that's a feature that is a marginal improvement at best). It offered a clear, usable interface, firewall avoidance, and a simple directory for finding the other person, and bam it is getting bought out for $2.6 billion - for doing what had been done by countless competitors in a seemingly commodity market for years before.

FogCreek software has had success simply taking some open source software and putting a pretty face on it, offering a small value-add (avoiding configuring your firewalls) - Making money charging money in a market that people thought was saturated with free alternatives. The web could really be considered a Gopher 2.0, but improved usability enough to be embraced by the everydayman. Bam, the webolution. HTML is absurdly trivial, yet the marginal usability advance of blogs are what made everyone a writer. CSS and JavaScript are both highly accessible technologies, and you can get started quickly by viewing the source of sites you like, again vastly accelerating the transition from initial exposure to actually doing something with it.

What About the Professionals?

Even when targetting highly-trained professionals, immediate "usability" remains critical. Remarkably many of the successful back-end technologies are those that were easy to get started with.

Extraordinary to think that multi-year projects and massive web applications of tremendous scale were built on chosen technologies because they offered a painless, 10-minute getting started setup and tutorial - letting someone start pushing out code immediately - yet in talks with peers I've found that this is frequently the case. Indeed, I will admit to this irrational behaviour myself - several times I considered implementing a project in J2ME (targeting cell phones), but the hassle of setting up a J2ME development platform, and then the pertinent modules for the various phones, served as such a discouragement that I abandoned the project rather than wasting 4 hours dealing with that. In the longer term of a project it's completely irrational, yet it happens.

Of course much of the ASP development community evolved not because ASP was the best platform that was being chosen on merit, but rather because a lot of shops had a Windows NT box sitting there with IIS on it, and they started dropping ASP scripts on it (other languages, like PHP, required additional installations = more trouble). Soon enough these were ASP shops, even though it was almost accidental. Few of them really seriously evaluated the various alternatives.

Of course this was by design: Microsoft, who I spoke about earlier, understands this resistance to learning well. They have entered countless markets with seemingly inferior offerings (at least at first), but because it's there (Microsoft used to rely upon "everything on" by default) and it's easy to use, the marketplace adopts it. SQL Server is a fantastic database system (I personally believe it was one of the best, and is now the best with SQL Server 2005), but a lot of its growth came about largely because it was a trivial install with a simple, ultra-low barrier to entry GUI: Joe Developer installs it from the MSDN discs, prods it for a while, and soon enough he's building the enterprise data system on it. All because it was so accessible and easy to use [Of course many of those database don't use transactions (or they don't properly), and they host terrible schemas, but it got it used]. On the Windows platform a lot of admins did the "install everything" technique, and slowly they sorted it all out and utilized it. This was the way that Microsoft entrenched itself into corporate networks.

Contrast this with other areas where Microsoft hasn't followed this philosophy, and where the results have been much less positive - Even for critical back-end technologies like Biztalk and Sharepoint (both of which yafla provides solutions and consulting for), where you would think it would be soberly analyzed by experts over months of analysis before deployment (and thus requiring significant upfront configuration should be a non-issue), they often see little adoption simply because the install or initial configuration discourages fly-by investigation. Without the initial investigation there is no one to champion it, so it goes unused (despite being fantastic products).

There are countless examples of products whithering because the first install required 40 steps, and then doing the first "hello world" type of project was an enormous hassle. On the flip side a lot of questionable technologies and solutions have permeated largely because it was usable immediately, with little up-front investment.

Minimize Barriers to Entry - Make Your Software Initially Easy

If you make software products, ensure that Getting Started is as painless as possible, and advanced customization options are saved until the user has some experience with the product (literally it should install and configure everything, and start the user off with a Hello World template solution): Even if your customers will need to spend hundreds of man hours specializing it for their needs, they need to see something they can poke at and interact with almost immediately, giving them a sense of accomplishment to motivate them to continue on. 

Once you've gotten the initial time investment, it's much, much easier to require a more involved understanding, and to demand that the user commit themselves to some educational time by the fireplace with the documentation.

We're a very impatient bunch these days, and this is critical if you want success.

If, on the other hand, you're looking at potential markets for software products, examine the usage patterns of PVRs versus VCRs - While the software world might seem full of existing solutions, really the field is wide open for usable solutions. Make an easier to use mousetrap and much of the world will beat a path to your door.

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Tuesday, December 13 2005

A lot of my work - both system consulting and software architecture/development - relies upon Microsoft technologies: Whether it's re-engineering a legacy system to take advantage of new SQL Server features for performance or functionality, overhauling a network infrastructure to leverage ActiveDirectory and the extensive platform security functionality, or developing a performant and scalable time-tracking application for an enterprise client, Microsoft is often a very important part of the equation.

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Partly due to specialization (it's the tools we target), coupled with simply being the best choice in a lot of scenarios in our target market, we heavily rely on the Microsoft platform for ourselves and our customers. As a professional I can say with confidence that the platform is a secure, high performance, extremely scalable, robust one that compares very favourably against all competitors.

That wasn't always an accurate statement, though. Indeed, it is remarkable looking at the history of Microsoft and learning from their success: On paper it really is hard to believe that Microsoft maintained the market dominance that they did, and it's amazing that competitors couldn't capitalize on Microsoft's late entrance into a lot of markets, and their missteps in others.

Was Microsoft a master of timing, holding off on technologies and advances until the perfect time, or were they simply the beneficiary of a captive audience that was willing to wait however long Microsoft took, blind to the available alternatives?

I'll provide a couple of examples that I recall marvelling at as they occurred- these are hardly exhaustive, however I think it's a nice sampling.

Microsoft Maladies

  • Microsoft core offerings were crippled by real/virtual mode limits until long after the 386 and 486 were prevalent. In a nutshell, this made software development a lot less pleasant, and the resulting applications more limited and unstable - I remember being enormously unhappy learning real-mode assembly on the x86 after dealing with the elegant, 32-bit flat world of Motorola 68000 assembly. It seemed so primitive that it still existed, or that a software company continued to rely upon it long after it was obsolete and irrelevant in hardware.
  • Microsoft's "operating system" for years was simply the DOS command line, and a set of utilities and software interrupt handlers. While Mac users were busy with a rich graphical user interface, we in the DOS world were anxiously awaiting fantastic new features like DELTREE, and maybe a new version of EMM386 to deal with real mode nonsense. It amazes me now to recall actually going to a store and paying real money for a stack of 3 1/2" DOS 5 upgrade disks...6 years after I was programming applications on a richer 4MB platform, here I was excited that himem.sys could free up some of the critical 640KB of low memory.
  • Microsoft toyed with windowing systems, finally creating something credible and successful in 1990 (Windows 3.0). In contrast a variety of competitors had fully-integrated, rich, usable, robust Windowing systems many years before - The 1984 Apple Mac being an obvious example, along with the 1985 Atari ST and Amiga...even options on the Commodore 64. I was an Atari ST fanatic in those days, and I marvelled at how primitive the PC world remained even years later.
  • It wasn't until Windows 95/NT that memory protection was utilized to avoid processes stomping on each other's memory. Again, many, many years after most competitors had implemented this basic functionality. Instead we dealt with the normal occurence of misbehaving apps taking down the entire system as a fact of life.
  • It wasn't until Windows 95/NT that preemptive multitasking was available in Windows. Prior to this a single misbehaving application could capture the CPU's attention and never let it go (never yielding), which was a fairly typical event. The Amiga featured pre-emptive multitasking a decade earlier.
  • Microsoft released Windows 95 without a web browser, remarkably enough, finally releasing a barely changed version of the NCSA's Mosaic in the Plus! pack.
  • Microsoft 95 was pretty much a security nightmare. Not only was its software far-from-ready to be connected on the public internet - I remember being the unhappy victims of winnuke and friends when I made people unhappy on IRC (you can't please all of the people all of the time), it also had no real file/object security of consequence. While NT was built as a "multi-user" system from a security and kernel perspective, many of the shell and utilities were user unaware, undermining this capability.
  • Microsoft's web technologies were far behind the times until Bill Gates' famous speech that changed their direction, reacting to Netscape's lead rather than charting the course. Internet Explorer quickly ramped up and became the dominant web platform - until it became so powerful that the team was disbanded.
  • Alternative 3D rendering APIs (Glide and OpenGL) led the way in an area where eventually DirectX would emerge dominant.

I recall during my early courtship with the PC simply marvelling at how incredibly obsolete the platform seemed to be compared to competitors like the Amiga and the Mac introduced years earlier - from graphics capabilities to software to hardware: Everything about it seemed so backwards in comparison to the superior alternatives, yet customers stuck with it. This was the platform that Microsoft wed themselves to, so surely they would suffer as well, right?

Microsoft's insistence on legacy compatibility led to a platform that moved much slower than competitors - Competitors that had the liberty of just tossing it all out and starting from scratch with whatever whizz-bang feature the newest chips offered. Maybe they could run super-stable and super-fast, and offer the developers an elegant platform upon which to perform their magic...but could it run Commander Keen 1 through 3? Could it run that ancient text database app?

Not All Negatives

Of course it's easy to focus on the deficiencies and imagine that they wrote the whole story, but in reality the situation was much more complex. Windows, for instance, pioneered widely-used video card acceleration (I still remember that shiny new Diamond Speedstar 24x. 24-bit graphics, coupled with hardware acceleration of 3D primitives. It was good times running those benchmarks. Of course the Amiga fanatics will point out that it supported hardware acceleration, just as the STe featured a hardware blitter chip, but the interaction between acceleration and the GDI in Windows really set the bar), and Microsoft's push greatly accelerated the adoption of optical media. Windows For Workgroups brought inexpensive networking to a lot of shops (NetBEUI was imperfect, but it was an easy transition to TCP/IP), and Windows in general represented a "good enough" platform for a lot of users. Internet Explorer, for all of its ActiveX "holes" and CSS quirks introduced the rich web model that we rely upon today.

En Route to 64-bit x86

This all comes to mind as the x86-64 transition accelerates: More and more users are starting to switch to 64-bit capable systems, and the 2/4GB limits of our machines is actually becoming a rational limit among desktop users: Everyday users are shouldered against a limit that seemed almost theoretically large just a few short years ago.

Of course Microsoft has been releasing incomplete 64-bit options for years (for instance you could get a 64-bit version of SQL Server 2000 for the Itanium platform, barring a laundry list of exclusions and limitations, and way back with NT 3.1 Microsoft supported 64-bit processors, albeit in 32-bit mode). Now that 64-bit support is finally becoming a critical factor, Microsoft has a wide gauntlet of support ready, and is finally ready to deliver.

Once again when the market really cares, Microsoft is ready. For years some have been talking about the advantage of various operating systems, such as Linux, being availabile on cutting edge processors and 64-bit platforms. For years that has been paraded as an advantage to customers who continued to run their platform on a standard old x86-32 foundation. Yet now that those limits are being reached, and the platform needs to accommodate new levels of capability and performance, Microsoft is ready. Another deficiency overcome.

The Question

Looking at the platform now - the stability, security, and feature set of Windows 2003, a lot of it already existing in XP - it really does seem like a tremendous window of opportunity for the competition has passed: What used to be a crop full of delectable low hanging fruit is now a well protected enclave featuring armed guards.

If competitors couldn't make inroads before, how do they have a chance now? If Linux couldn't capture the desktop market against a monstrosity like Windows Me!, what chance does it really have against XP?

The most obvious answer is web applications - render the operating system irrelevant and you don't really have to compete.

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