Building the team

My to do list is getting longer and longer as we approach the launch of PortfolioMinder. I’m torn between developing processes, building my technical expertise, creating an awesome team and helping move us towards product launch. I think the highest priority has got to be building the support team. The first group of agents are on board. they are really doing great. I think having people who are financial planners themselves provide support is going to work very well. I’ve got a lot of names and resumes lined up for when we are ready to bring on more agents too.

I think having the agents work from wherever they are located is going to work well. My experience with Sun’s iWork program (marketed exteranlly as Sun’s Open Work Practice) is proving to be a big help to me in creating the PortfolioMinder support program. Creating a sense of team work and community within the distributed team is high on  my priority list. I don’t think it can be rushed though. Real teamwork is something that develops over time not something that you can force. The team members are really helping each other and sharing their experiences. I’d say we are really off on the right foot. It will be interesting to see where we are a year from now.

Movies

We went to see  Duma today. It is set in south Africa and is the story of a boy who adopts a baby cheetah. I enjoyed the movie and the scenery was fantastic.

Last weekend we saw Pride and Prejudice. I was disappointed. I love the BBC version of Pride and Prejudice so much that I am afraid I am spoiled for any other version. I think I would have enjoyed it if I hadn’t had such high hopes for it. Apparently the version they have been showing in the UK has a different ending than the US version, I wonder if British tastes are really that different.

The movie we saw before that was Match Point. The movie starts with a tennis ball hitting the top of the net and hesitating there for a second. The point of this is that luck plays a very big role in how our lives turn out. I found Match Point so nerve racking that I could hardly watch it but I would definitely recommend it.

I still haven’t seen the latest Harry Potter movie or Narnia. I love both books so I am looking forward to seeing them next.

Fart Proudly

Thanks to Digital Rules: The Blog by Rich Karlgaard, I was reminded that today is Benjamin Franklin’s 300th birthday. Franklin is absolutely my favorite historical figure.  If you want to read something fun and different I suggest Fart Proudly – Writings of Benjamin Franklin You Never Read in School edited by Carl Japikse. At the end of his introduction Japikse points out that Franklin was not an "antiseptic, prudish man …. He was bawdy, roguish, and loved to play jokes on his friends. And when England grew oppressive, he was not afraid to rebel." Two of my favorite pieces in the book are "On Choosing A Mistress"  in which Franklin advises why "in all your Amours you should prefer old Women to young ones." and "Who’s the Ass" about trying to please everyone at the same time.

On a different note… I am really enjoying Rich Karlgaard’s blog. Before I started reading his blog I always read and enjoyed his column in Forbes. It has the kind of voice that good blogs also have.  Not to mention the coincidence that Karlgaard went to the same elementary school as I did in Bismarck, North Dakota. He was two years behind me and in my sister Barbara’s class.

It is Hard to Make Something Easy

I think I have mentioned before that as we get ready to launch PortfolioMinder we are doing a lot of watching people use the product. I would say this ability to learn from how people use our product is a core competency of the people in my group and I suspect it is a core competency of Intuit. It has been fascinating and a bit awe inspiring to watch how the designers and user experience experts work.

This really hit me in a research session on Friday. There is a part of the basic PortfolioMinder data architecture that is key to the product. Over the past year no matter how the screens were laid out people just weren’t getting it. It was fascinating and frustrating to watch how they would fill in the wrong information on the screen and then find that the data didn’t make sense. The designers have been trying different things to make it easy for people to get it right since the beginning of the product design.

On Friday we were watching a pilot tester use our latest build and he Got It! He put the right data in the right place. What was weird and cool at the same time was that it was easy. It was obvious and it seemed like no big deal. He filled in the data and everything made sense. No one will ever comment on how well this screen works. It just seems obvious. But I am really impressed with how hard it was to make it easy.

PDAs

A few weeks ago I took the time management class that Intuit offers. My main reason for taking the class was to improve my effectiveness using Outlook. Before I started at Intuit I had never used Outlook. I came out of the class with a great Outlook based system. It allows me to focus on what I need to do as opposed to letting my email manage me.

Anyway the purpose of this post is not to talk about Outlook or time management. The class got me interested in using a PDA again.  I had a couple of Palm Pilots a few years ago buy syncing them on  a Sun system was a difficult exercise and after I lost all my data a couple of times and then had the last one stolen out of the office where I was charging it I decided to go back to a paper based system. Currently I carry an address book, a calendar and a little Moleskine notebook in my purse. I like how easy it is to access them. The class made me think I’d like to have everything synced up and current in one place, especially my to do list.  So I thought I would take advantage of the fact that I am due for a new phone. I had decided to buy an integrated phone / PDA. A guy in the class said he liked his Palm PC.  And I have some Christmas money to spend.

I went to the Verizon store a couple of weeks ago and found out that they won’t sell you a integrated phone / PDA unless you subscribe to wireless Internet. I have a personal aversion to monthly fees. I already pay monthly fees for for cable TV, DSL,  telephone, cell phone,  utilities, and home owners dues. Why would I want to pay another $60 per month ($60 per month at 8% interest over 10 years comes to $10,976) for wireless Internet). I’m sure it is nice to have but I’m not convinced it is worth it.

So the question is… and I would love your input. Do I stay with the paper based system? Or do I buy a new PDA without the cell phone and wireless Internet? If I do get a PDA what kind should I get?