Data is Man-Made


Here’s a secret from the support team at Highrise. Customer support metrics make us feel icky.

Our team doesn’t know our satisfaction score. We’ve never asked any of the people that use Highrise to try those types of surveys.

We can’t give you an exact number for our average response time. It depends. Sometimes it’s 90 seconds, and other times it’s within 24 hours.

We can’t tell you our average handle time for an issue. Our team has a general idea, but no exact number.

These types of customer support metrics aren’t wrong. We’re sure they work for other support teams.

We’re just not sure they’re right for us.

Because there is one piece of knowledge we’ve come to realize: data is man-made.


What do you mean data is man-made?

Data or metrics or stats are all man-made. A human decides what to measure, how to measure it, how to present it, and how to share it with others.

But why does it matter to measure these things? And what’s the point?

A lot of times people avoid these questions when it comes to data. Companies copy what other teams measure, ignoring the fact if it’s important to measure the same things in the same way, or if it’s even important to measure it at all.


But isn’t all data objective?

Many people view numerical data as more trustworthy than qualitative data.

Clayton Christensen, Competing Against Luck

Numbers are black and white. Concrete. You can trust the numbers.

Right?

Nope. Almost all data is built on biases and judgement. Because humans are deciding what to measure, how to measure, and why to measure.

Numbers fit perfectly into a spreadsheet or a graph. A number gives a definitive answer to questions like how much or how many.

That doesn’t mean you should treat those numbers as insights and act immediately. Data shouldn’t be used to prove a point.

Data should be used to fuel your imagination.


Words > Numbers

Qualitative data isn’t easy. There aren’t any formulas or simple math. It doesn’t fit into a spreadsheet. It doesn’t answer questions. It’s not black and white.

It’s colorful. Messy. Qualitative data creates more questions. It’s not simple to present or share with others. It takes some time.

Our support team has found one thing to be true. Qualitative data is worth it. 100 percent worth it.

For example, our team recently updated the filters in Highrise. This update was to an earlier revision to filters we made during the year.

It was driven by one piece of qualitative data from a new user:

Thanks for pointing out those filters. I didn’t even know they were there. Those icons weren’t obvious to me at first.

This hit all of us across the nose. The filters looked better. It was a much more clean than the original design.


The original design vs. our next iteration

We didn’t make these changes just for aesthetic reasons though. The original design had a lot of trouble for most of our users who had more than a handful of custom fields. But how to use the filters wasn’t as obvious any longer.

Folks need to find a specific set of contacts in the city of: Chicago, that have the value: Interested in the custom field: Status, and that are tagged: Potential.

It wasn’t clear how to do that, so our team made a change.


We made it abundantly clear what to click on to add a filter.

Quantitative data didn’t tell us we needed to make this change. It was all qualitative.

Questions from customers and questions from our team. It was a conversation. There is not a numerical value you can put on that.


So what do we measure?

Instead of striving to lower our average response time or improve our customer satisfaction score, our support team is aiming for something a bit different. Something harder to measure. It’s not a number.

As Alison would say, we strive to put ourselves out of work.

Don’t confuse that with us not wanting to work at Highrise. We love it, and love working with our small team.

What we mean is we want to make it easier for people to use Highrise. We want to create a product that is so obvious and so easy to use that we seldom get questions on how to use it.

And when folks do have questions, we want to have resources available to them right away, so they can help themselves. So if someone has a question at 2 am in the morning, and we’re not around, they can find an answer without waiting for us.

Because we don’t believe managing a number is going to improve our support. We believe focusing on customers and what they are trying to do with Highrise is going to make a better product, and better support.


If you enjoyed this post, please click the 💚 to share it with others. Please don’t take this as gospel either. What works for our team, might not work for your team. And vice versa.

Also, chapter 9 of Clayton Christensen’s recent book, Competing Against Luck, was a big inspiration for this post. The entire book is great, and you should check it out.

Lufo, Last Used First Out — An easy way to drastically improve the user experience of long select…

Lufo is a jQuery plugin to track the most recent options chosen on a <select> element and display them at the top of the list.

Source on Github.


“Stop being regionally biased”

That’s the subject of an email we received recently at Highrise.

Well that got our intention. What are we doing wrong?

The message explained:

Your current drop down menu for country locations is not very Asia friendly — all those listed at the top of the list are in North America, Europe + Japan. My most frequent country selections are Hong Kong, Singapore, Indonesia, Vietnam, China, etc…

They were right. Our menu is 200 countries long, and we highlight a few, but it’s clearly biased towards that few.

But that got us thinking… this isn’t just a problem for Countries, we have this problem all over our app. We have a bunch of menus, many with more than a few choices, where it’s hard to repeatedly pick things that aren’t at the top of the list.

Sure, browsers try and give you the ability to type some letters to find things faster in the menu, but they fail at anything but rudimentary searches.

What we really need is a solution to have HTML select menus remember what the user last picked and make those easier to pick next time.

Something like:

Last Used First Out

LUFO!!!


Long <select> menus with many options can be a pain. States/territories, countries, currency lists, etc. have so many options it’s cumbersome to scroll through them to find the ones you use often.

Lufo tracks the most recent selections on a long <select> menu and stores them in a browser’s localStorage (it falls back to a tracking cookie if the browser doesn’t support localStorage). When someone revisits a page with that same long menu, their most-recently selected options will be copied to the top of the list for their convenience. No bias on your part. Super-convenient for the people using your site.

You can add Lufo to just about any <select> form control, choose to group the recent selects, customize (or hide) the labels and divider text, and even enable/disable Lufo based on how many options are in a dynamically-generated <select>.

http://i.imgur.com/PQd8JUq.gifv

Usage

  1. Include jQuery in your project
  2. Include the Lufo plugin code:
http://jquery.lufo.js

3. Call the Lufo plugin on a <select> element:

$(‘select’).lufo();

If you are using the plugin with multiple, different, <select> menus, you will want to specify a unique storage name for each menu:

$('select.some-select').lufo({
listStoreName: 'someSelectValues'
});

See below for other available options.

Options

Unless otherwise noted, all option examples below are Lufo defaults.

Check for Initial Placeholder Values

If your <select> menu has a built-in placeholder (for example: “Select a country…”) that resides at the top of the list and has no value, Lufo will check for it, and if found, move it to the very top of the list after adding in the most-recently selected options.

checkInitialValue: true

Set to false to turn off this check.

Strip “selected” from Cloned Values

If a recent option has the selected attribute set (selected=”selected”) it will remain when that <option> is copied to the top of the list.

stripSelected: false

Set stripSelected to true if you want the selected attribute removed from the copy.

A Title for the Recently Selected List

By default, Lufo will place a disabled <option> at the beginning of the most-recently selected options list with the text: “Recently selected:”.

recentsListTitleEnabled: true,
recentsListTitle: 'Recently selected:'

Turn the title off by setting recentsListTitleEnabled to false or change the title text by setting recentsListTitle to something else.

List Divider

Lufo will place a disabled <option> at the end of the most-recently selected options list to use as a divider.

dividerEnabled: true
dividerText: '––––––––––––––––––––––––'

You may disable the divider by setting dividerEnabled to false or modify the divider by setting dividerText to something else.

Recently Selected List Memory

By default, Lufo will remember the 5 most-recently selected items in a <select> menu.

recentsListLength: 5

You may change this number to any positive integer.

Conditionally Enabling Lufo

A <select> list must have at least 5 items in it to enable the tracking and display of recently selected items. This is especially useful for dynamic lists in an app that may need to grow over time before it becomes useful to track recent selects.

listMinimumLength: 5

You may change this number to any positive integer to enable Lufo sooner, or to wait until a list grows beyond five options.

Using <optgroup>

By default, Lufo adds the list of recent selects to the top-level of a <select> menu.

groupList: false

If you wish to group the options into an <optgroup> set groupList to true.

Ignoring Certain Values

Lufo will track clicks on all available <option> in a <select>.

If you wish to ignore a few options in the list, you may create an array of the values (value=) that you do not want Lufo to track.

Example:

ignoredValues: ['dog', 'cat', 'cow']

Setting the above option would not track clicks on any options in a <select> that contain the values of dog, cat, or cow.

Storage & Tracking Cookie Preferences

If you will be using Lufo on a single <select> menu on your site, you don’t need to change any of the storage preferences. Lufo will use a browser’s localStorage (or if that isn’t available, set a tracking cookie) to remember the most recent selections.

Default:

listStoreName: 'recentOptionValues',
cookieAge: 30 // only relevante for browsers without `localStorage`

However, if you are using Lufo on multiple menus with different values, you need to set a unique storage item name for each of the menus.

Example:

$('select.some-select').lufo({
listStoreName: 'someSelectValues'
});
$('select.other-select').lufo({
listStoreName: 'otherSelectValues'
});

You may also increase or decrease the amount of time the tracking cookie persists on your site (for browsers withoutlocalStorage). The default cookie age is 30 days. You may change it by setting cookieAge to another positive integer to represent a number of days.

Example:

cookieAge: 90

The example above would remember the recently selected options for 90 days instead of the default 30.

Examples

Example #1

Set Lufo to track a <select> with the class name countries and set a unique storage item name based on that class name.

$('select.countries').lufo({
listStoreName: 'countriesSelectValues'
});

Example #2

Set Lufo to track a <select> with the ID author_id, and a unique storage item name. Only enable Lufo if the list grows to10 items. Only show 3 of the most recently selected items. Ignore a value of none. Finally, turn off the divider, shorten the recent list title, and move the recent selects into an <optgroup>.

$('#author_id').lufo({
groupList: true,
recentsListTitle: 'Recent',
dividerEnabled: false,
recentsListLength: 3,
listMinimumLength: 10,
ignoredValues: ['none'],
listStoreName: 'authorIdSelectValues'
});

Contributing

We would love to see your contributions to Lufo! Check CONTRIBUTING.md for more information.

License

MIT License

Credit

A ton of thanks to Grant Blakeman doing the vast majority of the work putting this together.

P.S.

You should follow us on Twitter: here, or see how we can help you with contact management using Highrise — a handy tool to help you remove anxiety around tracking who to follow up with and what to do next.

How an idea comes together for me

When one stands out.

First the idea hits.


Then I think about it some more and it takes a direction.


As I work through the direction, I’ll see another direction. Usually relatively similar, but different enough that it demands its own exploration.


As I dig in into the problem, more layers and possibilities reveal themselves. Sometimes they point in entirely different directions. Some seem like big possibilities, others seem smaller.


As I keep exploring, some more options emerge. Some independent of the ones I’ve already explored, but others branch off from an existing exploration.


As I keep sketching and thinking and mocking and working through variations and conditions in my head, on paper, or in code, a few strong possibilities take the lead. I begin to follow those.


One primary direction becomes the most obvious, but there are still variations on that idea.


As I dig into the variations, I realize they aren’t direct descendants of that primary direction. Instead they’re closely related offshoots, but smaller. They usually fade away.


And finally the solution becomes clear.


Then I check my thinking by going through the process again.


Where it goes from here depends on what it is, but hopefully at the end I’ve enjoyed figuring something out.



Take a look at the culmination of a lot of ideas: The all-new Basecamp 3.