Screen Recording Preferences and Big Sur

One of the major changes for Mac Admins in the forthcoming operating system Big Sur is that, at least until this past week, non-admin users could not permit screen recording permissions. These permissions are required to share your screen in apps like Zoom, or receive remote support using apps like Bomgar/BeyondTrust, Splashtop, or TeamViewer.

This change in posture was deeply hostile to the people that work with any size fleets of devices because it would mean manual admin intervention to permit apps whose basic functionality is critical in the middle of a pandemic to operate.

I understand that Apple has privacy as a human right, and that some IT organizations don’t share that opinion, and that this was a way to help enforce a user’s right to privacy. Hearing the outcry from admins all over, Apple has provided a fix, in the form of an MDM payload key that would allow a user to approve applications that are specified by the user. However, here’s what it’s wrought:

Last night, an intrepid group of admins and engineers worked together to craft a single MDM profile that includes more than 35 individual applications that might ask for this permission, so that it could be deployed to minimize user interruption for what should be a basic task.

A blanket reprieve isn’t good for security, either, Apple, but it is what we need to do in order to focus on our jobs instead of typing in admin passwords all day, or constantly updating a custom profile to make sure our users are both compliant with security posture requirements that are part of key agreements. I don’t think this is good engineering, but Apple bolting this door when we weren’t even asking it to be closed isn’t good user experience.

How to Fix WatchOS 7 + Unlock My Mac

As with all things, new versions of software causes bugs. Or, it reveals them. Either way, if you have found yourself unable to unlock your Mac with your Apple Watch after upgrading to WatchOS 7, here’s how to fix it:

  1. Open Keychain Access. It’s located in your Applications folder, in the Utilities folder inside of it. From the View menu, click Show Invisible Items.
  2. Once there, search for “Auto Unlock”. If you’re like me, you’re going to see about 50-60 keys. Delete them all.
  3. Now, search for “AutoUnlock”, and you’re going to find four references. Delete all of these, as well.
  4. Go back to the Finder, and from the Go menu, select Go to Folder… (or press Command-Shift-G) and enter this file path: ~/Library/Sharing/AutoUnlock
  5. You will see two .plist files there, delete them both.
  6. Go back to System Preferences > Security & Privacy > General Tab. Check the box to unlock your Mac with your Watch. When prompted, enter your password. It’s going to fail, and that is expected in this case.
  7. Repeat step 6. This time it will work.

Once again, you can unlock your Mac with your watch. Ta-da!

Many thanks to Alex Narvey of Precursor in Winnipeg for the problem exercise, and LongZheng from the MacRumors forums for identifying the solution initially.

What Apple is doing here is using the iCloud Keychain to provide key-based access to your workstation using custom invisible keys that are paired between Watch and Mac, and then verifying that Watch is close enough to the Mac to reasonably unlock it, using time-of-flight Wi-Fi signal checking. This process resets all of the parts of that system to default. The initial attempt to turn it on rebuilds the scaffold entries and keys that are required to be used by the system, and then the second attempt to turn it on uses those now-rebuilt keys and plists to do the job.

Apple Releases iOS 14, iPadOS 14, WatchOS 7

Starting early this afternoon, Apple will be releasing major updates for their iPhone, iPad and Apple Watch products. As with all Apple releases, we will support these products starting today. However, we often counsel our clients that while the shiny new features are new and unique and enjoyable, updating on the first day of release can come with challenges. We’d recommend waiting a few days, possibly a week or two, to make sure that your apps are all ready for iOS 14.

You might be asking: what’s in these updates? I’m so glad you asked.

iOS 14 – New Home Screen Options, Translation, Better Maps, Richer Messages

iOS 14 introduces a number of new features, including Apple’s first rethink of the home screen since the iPhone was released. You can now add widgets to your home screen that can display useful information, like your calendar appointments for the day, the weather forecast, your music, a map to your next appointment, and more. Widgets are blocks that appear on your home screen. They take up a 2 x 2 grid of icons, or a 2 x 4 grid of icons. There’s also a smart widget that uses Siri on-device intelligence to show you the right widget for the right moment. So far, that one is my favorite.

When international travel — or even just visiting international neighborhoods! — becomes a thing again, there’s a new translation engine for your iPhone that allows you to do immediate typed translation of a phrase. Need to ask where the bathroom is? You can type that out and then show your new friend who is trying to help you get where you need to go the phrase in native characters, or you can have it directly play the audio.

In addition, Apple has been hard at work adding new features to Apple Maps and iMessage. You can now pin favorite iMessage conversations to the top of your screen so that you won’t lose them. In addition, there are a bunch of new threaded message features, richer app integrations, and more. Apple Maps is adding EV Charging waypoints to your directions, to make sure that you never run out of range on your car, and also they’re adding bicycle directions to three major cities, with more to come. That last one, I’m really excited for when it finally hits DC. My wife Tiffany has become an avid cyclist during the Covid times, and if you want to read about her adventures with her cargo bike, it’s a good read, for parents especially.

Of course, there’s more, but those are the ones I’m most excited about. iOS 14 works on every iPhone since the iPhone 6s, as well as the iPod touch, 7th generation.

iPadOS 14 – All that iOS 14 offers, plus better UI, more places and ways to use Apple Pencil, and richer Notes

iPadOS 14 has all the new features that iOS 14 has, plus it has a whole bunch of really good refinements to the iPad platform as a whole to make it a better experience for everyone.

I absolutely love the new Scribble feature for Apple Pencil with your iPad. Any place that you’d normally tap and type out text, you can tap with the pencil and just start writing. It will convert the handwriting to text on the fly. For those that remember the Newton and eMate, the handwriting recognition is generations better, and I found that it works about 99% of the time. In addition, you can scratch out words and sentences to remove them, or circle text to highlight it! 

For the times you’re writing in the Notes app, your iPad will be doing on-device transcription of your handwriting behind the scenes so you can search for what you’ve handwritten out, as well as the ability to copy handwriting and paste it as text, in the note you’re working in, or in any app throughout iPadOS. Writing down a date? Apple’s data detectors features allows you to tap on that date and see your calendar, or tap on an address and see the map, or tap on a phone number and make a call, all without having to do anything special or extra!

iPadOS 14 works on all iPads back to the iPad Air 2 and the iPad mini 4. All iPads Pro, and the 3rd and 4th generation of iPad Air are all supported.

WatchOS 7 – Family Watches, New Faces, Better Widgets

For those who have Apple Watches, WatchOS 7 offers several cool new features that you can use. The biggest was just announced yesterday – and that’s Family Setup. If you have someone in your life who would benefit from an Apple Watch – a child, an older relative – that doesn’t have their own iPhone, you can now help them to setup their own watch. It requires a cellular watch model, but then it will set them up as their own user, fully distinct from your Apple ID, and can give you peace of mind including location tracking, fall detection, and more. They can even call you or other family members direct from the Apple Watch.

In addition, Apple has released a series of new Watch faces that will allow you to customize your Apple Watch more to your liking. Developers can now build groups of complications  and surface them directly on your Apple Watch so that you can be more productive with only just your Apple Watch. 

Apple has also added sleep tracking to Apple Watch so that you can know how well you’re sleeping! You can set a bedtime and wake time, set sleep goals, and get a good idea of how well you’re resting. This has been super important to me during my recovery, as apparently burning the candle at both ends and in the middle is bad for you. Who knew. I find that the Sleep app’s new Wind Down feature is really helpful for me to transition away from using my devices. 

WatchOS 7 works on Apple Watch Series 3, 4, 5, 6 and SE devices. 

A view of the Platypus Application with most fields enabled.

Platypus Applications and Scripting

Recently, I was given an interesting task by one of our clients. They had merged with another organization a few months back, and it’s finally time for their Office 365 accounts to merge. But, because of the way Office 365 is tenanted, you have to migrate the data behind the scenes, switch DNS records, and then setup Outlook from scratch.

That’s not ideal. It’s also a lot to explain over the phone as you help users through the process.

So how could we automate this?

We needed to do a few things:

  1. Unlicense Office 365
  2. Remove the Email account.
  3. Re-license Office
  4. Re-setup the Email account.

Unlicensing things was easy to handle, thanks to Microsoft’s Paul Bowden, there’s an easy-to-run script for that. Re-licensing and setting up the email can be done in chained steps, thanks to how Outlook handles initial user setup. If there’s no Outlook Profile, it creates a new profile, handles licensure, and uses that licensing account to setup the initial email. Cool, that part’s handled. All we need to do is remove the Outlook Profile in its entirety.

Then I remembered that Outlook could have local mail stored in the On My Computer folders that are available if you turn them on. Last thing I wanted was to find out that we’d removed the Outlook Profile and nuked a bunch of archival information that our customer was relying on.

Turns out, Paul was ahead of me there, too, and had written a script that returns the size of those folders! It’s designed for use with a Jamf Extension Attribute, but I could use this on disk to cat out a size value to a text file on disk, and use string comparison to check for a value that is anything other than 0.00.

I wrote a script that let me reference both of those other scripts, but now that’s a lot to expect a non-technical user to do, so what if we could wrap this in an app somehow?

Enter Platypus.

Platypus is a Mac App that creates other Mac Apps out of shell scripts, python scripts, tcl scripts and more, and it will let you string together other files as resources, available to the primary script.

In this case, I chose my short script that references the Unlicense and scripts, re-pathed those references to inside the same folder as the primary script, and added an icon, bundle identifier, and name for the app.

Once I had built the app, it was important to sign it and notarize it, in case we decided to distribute through direct download means:

codesign --deep --force --verify --verbose --timestamp --options runtime --sign "Developer ID Application: Technolutionary LLC (ABCDEF1234)"

ditto -c -k --keepParent

xcrun altool --notarize-app -f --primary-bundle-id "com.nope.OutlookChanges" -u -p your-app-specific-pass-here

These three commands sign the application bundle, zip it up, and then submit it for notarization. Once notarized, you can staple the app easily with another command:

xcrun stapler staple

A review of the application with What’s My Sign will show its status:

And now we have an application we can use to do the task! Thanks Platypus!

Photo of the panel at the Jefferson Memorial that says laws and systems must change.

Silence is Complicity

My friend Ben Mahler posted this graphic to his Facebook the other day, sharing his perspective on the current moment:

Monday night, we came inside at 7pm, to my son’s frustration and anger. Our city was under curfew. We didn’t know what to expect from the visiting national guardsmen and the federal police forces here. Would there be patrolling groups in our neighborhood, as there were in Pittsburgh and in Minneapolis? Would they be shooting rubber bullets at people on their porches, as there were in Pittsburgh and Minneapolis?

So we went inside. And Charlie raged. He was so angry at not being able to go play frisbee in the park, and I was scared to go out. I have lived in the Washington area for 20 years, and lived in the city for 10. At no time was I afraid to leave my home before the federal police and national guard occupation that began on Monday.

I am not afraid of my neighbors. I am not afraid of the protestors. I am not even afraid of those who are engaging in direct action with fire and spray paint. They are my fellow citizens.

I am afraid of federal police without identification and who are granted limitless qualified immunity to hurt, maim, and murder.

Charlie didn’t understand the curfew. He didn’t understand why we needed to be inside when it was perfect out. I can’t blame him. It’s hard to explain big concepts like structural racism, police violence, the dangers of having non-white skin in our broken society.

I can hide behind my whiteness.

I can hide.

He can hide.

My friends and their families cannot. I can’t be silent any longer.

We need to de-escalate the militarization of our police. We need to dismantle the unjust, structurally racist model of policing in America. We need to dismantle the racist outcomes of our charging system. We need to dismantle the racist outcomes of our justice system.

We need to live up to the high ideal that ALL people were created equal in the eyes of the law.

And we can’t be quiet about it any longer.

It is not enough to not be racist. It is a start to be anti-racist.

Black Lives Matter.

Announcing the Futureproof IT Conference

A year or so ago, I was talking with Chad Swarthout of Alectrona. We were both looking for a platform to put on a single-day learning event for IT people, and we were primarily looking for a way to do it in DC. We each had enough going on in our individual lives to make it a bit of a dreamscape, and not a reality.

Covid-19 has made IT Conference planning difficult for a lot of organizations right now, and I’ve cancelled a lot of my travel plans for 2020 so far. Chad and I started talking with another colleague, Yoann Gini of Abellioni in France, about how the current moment called for something a little bit different. That’s how Futureproof IT came to be.

We’re planning three half-day sessions in the middle of May, to be held via remote meetings, with a shared member space to converse and share ideas, and we’re doing this with a global focus. We’ll have a set of talks each day, along with a panel or two, and include some lightning talk slots for quick talks and subjects.

Our Call For Presenters Is Open!

While we’ve got some really great speakers – I’m excited to welcome my friend Amélie Koran to the virtual stage from Splunk, and my friend Erin Merchant from Spoke, as well as a security panel from my friend Rob Pegoraro – we could always use more of them.

We’ve all got something to say right now. We’ve all dealt with the challenges of the current moment. Maybe you feel like what you’re doing is common sense. Maybe you feel like what you did isn’t extraordinary. Neither of those should preclude you coming to talk about what’s been going on in your environment. We’re here to learn, and we’re here to do it together. This is going to be the safest and friendliest environment, so come on out and tell us what you want to share.

All our proceeds are going to Heart to Heart International, a charity designed to get PPE and medical supplies to communities all over the world. We’ve got varying ticket prices based on who’s going to be footing the cost of the ticket, and we’re always looking for donor sponsors to help us make this a bigger event.

Let’s build the future, together.

Packages in the Catalina Era

Today, I had to package something up for the first time on my new machine. I fired up stalwart Mac Admin software Packages. I created a new project, built out the file structure, dropped in my content and hit Build.

Unable to copy item at path /Users/tom/Desktop/Identifier.plist because you don’t have permission to create it inside the folder ‘Trend Micro’.

Wait, what?

Did /var/tmp end up in the SIP exclusions list, heaven forfend? Did I forget to strip the quarantine bit from the file I’d downloaded?

Nope. I’d just not given Packages access to the entire disk in the Privacy Preferences Policy Control.

The packages_dispatcher process has to have Full Disk Access in order to get to all the files you may want to package up and deliver.

No More Tips For Working From Home

I don’t have anything to offer you on working from home.

Well, I have this book on the subject that some friends wrote to recommend, but that’s about it.

No, what I’m here to tell you is that there is no “one simple trick” for working from home amidst a black swan of a pandemic flu, while your community is crumbling amid the weight of late capitalism’s failure to provide basic safety nets.

The tips that I have are:

  • Put your own mask on first. You have to care for yourself first. If you can’t function, you can’t help anyone else.
  • Take breaks. Lots of them if you have to. Get up and walk around. Take a walk at lunch. Go Outside.
  • It’s okay to miss your pre-pandemic life and schedule. I do. Every day.
  • It’s okay to change everything you’re doing.
  • It’s okay to change nothing you’re doing.
  • It’s okay to clear backlog.
  • It’s okay to just maintain.

Nothing about now is normal, this isn’t some perfect downtime. Don’t feel pressure to pick up a skill, learn to play the flute, or reinvent everything you’ve been doing. This is a time for us all to focus on everything we’re doing to survive, help others survive, and push through.

Making Big Decisions With Scoring Rubrics

About a year ago, as my car crossed the 75,000-mile mark, I started to think it might be time for a new car. My Ford Fusion Hybrid, bought the summer before Charlie was born, has been a real performer, but the edges were definitely starting to show. Fuel economy has been a bit on the decline, the lack of good car interface is showing, and, frankly, I was feeling like it was time.

My search was, for a long time, pretty casual. I started looking at car news sites as new models came out, and I had a Notes file going for which cars I liked and why. At the same time, I setup a Digit savings goal (Disclaimer: we both get $5 if you sign up with that link) to help me set aside money for a down payment.

There were setbacks and fits-and-starts as I had to reprioritize other monetary priorities, but over the winter I hit a high enough target to make a car payment affordable again. That’s when things got real. I started an AirTable to keep track of my different options.

Comparing two options is pretty easy. You start with a Pro/Con list and work it out based on a weighting of options. When you start with a larger field, the decision-making matrix gets a lot more complicated. That got me to thinking about the way we make product decisions, generally, in IT operations. We frequently help organizations compare MDMs from a set group, compare and contrast features, and help the client weight the choices accordingly.

When faced with a similar situation, my wife and I used AirTable to make a weighting system for prospective schools for Charlie. AirTable is highly flexible, and allowed us to easily build a system for understanding our options.

We specified tags and star rankings, and used that, along with distance ratings, created a scoring system. Montessori schools added points, same as schools in our part of town, and our likelihood of getting in.

We ended up with this formula:

IF(1/Distance > 1, 3, 1)+{⭐️}+IF(Montessori = "Yes", 4, 0) + IF(Uni = "Yes", 0, 1) + IF(Ward = "Ward 5", 2, 0) + IF(Ward = "Ward 4", 1, 0) + {Waitlist Score}

It gave us a guide for handling a complex decision. Sure, it doesn’t beat going with your gut. At the end of the process, we didn’t just go in score order, because there was no adjustment in our formula for intangibles. That changed with the car search this time around.

The Looking Phase

You can compare cars, and rank their cost, speed, power, fuel economy, cargo space, passenger load, wheel size and more, but that’s only part of the process. There are subjective factors, like how it corners, what it feels like to sit in the seats, and how comfortable your passengers might feel, and that gives you extra dynamics. The same is true of MDMs, Cloud Directories, Solutions Providers, and more. Having room in your own rubrics for scoring for the intangibles like design UX, code extensibility, and more, will give you a better feel for what it all comes down to.

When it came to the search, I didn’t know what I didn’t know, so I went to the Washington Auto Show at the DC Convention Center in early January. I took my best tester, Charlie, and we went and sat in just about every compact crossover from Toyota and Hyundai up to Alfa Romeo and Jaguar. I had made an entry form to rank a bunch of key stats, and a picture field to help remind me of a car’s aesthetic features.

I knew I wanted to see the Subarus, but on my way through to them, I encountered the new RAV4 and Highlander from Toyota. I enjoyed their aesthetics enough to put them on the test drive. Though they ended up outside of my price range, I was impressed with the build quality and cabin construction of the Buick Enclave models they had on-site. I had no idea they were so nice! I never thought much of the Buick badge as a whole, but their product was quite nice. Charlie thought they were his favorite of the day.

Sitting in an Alfa Romeo Stelvio will always remind me of the week I spent with one in the Alps this winter, so that was a bit of a sentimental, if completely impractical (they’re sold and serviced at Maserati dealers! Come on!) entry on the list. The Jaguar E-PACE was a dizzying build of practically every little option on their website, but the interior was quite luxe and comfortable. Onto the list it went.

Sadly, Audi, BMW, Mercedes and Mini Cooper all passed on this year’s auto show. While I liked the look of the BMW X1 and X2, I couldn’t get over how terribly rated their console system is. I couldn’t drive a Mercedes and feel good about myself. Mini Cooper sounds more fun than its practical reality. But Audi gave me some thoughts, so I ended up seeking out an Audi dealer to try their new Q3 SUV.

Several friends recommended I check out Hyundais as well. The Auto Show exhibit was great for sitting in just about every version of the Hyundai lineup, from the Kona to the Palisade. I was surprised, though, that you had to go all the way to the top of the line before leather seats made an appearance. I never quite felt at home in the interiors, sadly, because their pricing was quite attractive.

Evaluating Your Formula After The First Round

The Auto Show was a great place to be a car buyer. No sales people, just company reps who can’t sell you anything but the dream. It was a great place to evaluate vehicles without any pressure. I sat in car after car, asked question after question, and didn’t have to deal with a pushy rep who wanted to be elsewhere. This wouldn’t be true once I sat down in a showroom.

I spent the weeks following the Auto Show in heavy research mode, watching videos from various car reviewers (Alex on Autos was a regular, as was Doug DeMuro, the Kelley BlueBook team, and others) and tuning my ratings.

Figuring out what’s working for you and what’s not becomes the challenge after the first round. Initially, I had a few variables I was considering: Passenger Experience, Intangibles, Cargo Space, and Overall Interior. A five-star rating system was an easily-configured option in AirTable, so that’s where I started.

The original version of the scoring formula put the Hyundais on top of the pack due to cargo space and fuel economy. These were two important features, undoubtedly, but I realized that they were floor features. I cared about what the floor was, not what the peak meant above that. I iterated the formula again to give a floor value, and enhanced scoring for features that actually delighted me, instead of just met a bare minimum.

But how do you rate something when you can only look at its features, watch videos, instead of using it yourself? You can’t get the full picture of anything until you click the buttons, or push the pedals. On to the test drive phase.

Test Drives

This is where things get real. You need to be ready for the dealership experience, which is to say, you need to be ready to deal with car salespeople. They are professionally trained to get you to buy something massively expensive the day they first meet you.

This is not an ideal outcome for a number of reasons.

What I did was setup another email box just for dealers, and a Google Voice phone number just for the dealers, and use those as a way of keeping these salespeople at bay. There are good salespeople and bad salespeople. The good ones will respect your time and privacy. The bad ones, well, there’s a reason that car salespeople have a particular reputation.

Since you need to surrender your license to a dealer in order to get a test drive, there’s no point in an alias, so just give up your real name.

I test drove two Hyundais, two Subarus, an Alfa Romeo (well, technically…), an Audi, a Toyota, and a Volvo. Here were my general thoughts, if you are in the market for cars.

Toyota RAV4: Toyota updated the looks on the new RAV4 last year, and it really showed. Toyota caught me entirely by surprise at the Auto Show, and the exterior of the car made me want to test drive it. Unfortunately, this was absolutely the worst car I drove. As much as cars are comprised of a cabin, a driving experience, and a driver experience, Toyota’s changes are entirely superficial. The RAV4 was a total dud. Sluggish off the mark, soft on the steering, and sloppy in the cabin, I kept wanting more from the actual vehicle. Looks great on the outside, but that’s all.

Alfa Romeo Stelvio: When I rented an SUV at the Marseille airport for my trip up into the Alps, imagine my surprise when they handed me the keys to a fairly new Alfa Romeo. Ooh la la! I loved the way the Stelvio handled those Alpine roads, and the smaller diesel engine had plenty of capable power. The infotainment system was a bit of a disappointment, as it wasn’t a touch-sensitive screen. The cargo area was a little bit of frustration, as while we got eight bags in there, the compartment wasn’t straight-forward to work with.

The Subarus – Forester & Outback: I enjoyed the Subaru build quality, and the Boxer engine is a solid driver, but I found myself wanting a hybrid of the two. Either give me an Outback with the moonroof of the Forester, or give me the Forester with the tech stack of the Outback. Each felt like it was missing something.

Hyundai Tucson and Santa Fe: While Hyundai is making a quality product that is comfortable to drive, it’s hard for me to balance the generic cabin experience with the car that it is part of. Zippy engines, interesting technology choices. A cabin that feels like a sanitized doctor’s office.

Audi Q3: This was the car that I almost bought. And maybe if the dealer had told us what it would actually cost to own one, I would’ve, but his sales games were a total turn-off. The tech stack in this car was the best in class, with wireless CarPlay and a really interesting cockpit display that had live traffic data in the gauge cluster, the Q3 was at the top of my list. What it came down to was worse fuel economy and twenty fewer horsepower in the engine. The off-the-block feeling of the Q3 didn’t come anywhere close to matching our final choice.

Volvo XC40: The winner was the XC40 T5 Inscription in Denim Blue. 247 hp under the hood, a stellar infotainment cluster (sadly, no wireless CarPlay to be found yet), a roomy and comfortable cabin, plenty of storage space that was well constructed and laid out, and the best looking exterior of the bunch. Couple that with Volvo’s safety record and the best Pilot Assist system short of a Tesla and you have the car that won my brain and my heart.

So How’d The Scoring System Work?

Here’s the final formula:

{Interior Rating}+{Cargo Space Rating}+2*{Intangibles Rating}+2*{Drive Test Rating}+{Passenger Experience Rating}+IF({Mileage}>25,3,0)+IF({Cargo Space}>23,3,1)+IF({MSRP Price w/ Options}<42000,3,1)+{Car Tech Stack}+IF({Approx Payment}<450,2,1)

The beginning of the formula is all about 5-star ratings. A rating of the interior and a rating of the cargo space begin the process. I decided that I actually did care about how the car made me feel, and how I felt about its driving ability, and each of those ratings were doubled in the final score (up from a 1x value in the initial version). If the mileage was good, I wanted that to count for a significant bump, same as the cargo space. I wanted to penalize highly expensive vehicles, same with the financing situation, and lastly, I wanted to include the tech stack’s rating separate from the rest.

And so it came down to the XC40 and the Q3 in the final appraisal. We let both dealers know we wanted a final price, we started the finance paperwork, and set that process in motion. Audi failed pretty spectacularly in the closing of the deal. Our salesperson wouldn’t tell us the cost of a Prestige model or try and find one for us, and it was a huge frustration. Volvo was the opposite. Shawn Hirsch at Volvo Cars Silver Spring was excellent to work with. I never felt any pressure, except around the matter of our trade-in, which was a garbage fire of a process.

What Worked With The Rubric? What Didn’t?

Like any testing scale, there are going to be some intangible items, and some tangible items. You can compare numeric values when they exist, but what happens when they don’t? How do you decide how to weight these factors?

You’ve got to establish your own priorities for the product you are in the market for. If you’re looking at MDMs, and you want a robust REST API, you’re going to need to plan for that and evaluate it based on your use-case criteria. You’re going to want to weight that value based on two factors: how important it is to your use-case, and how good the result is. That’s going to give you what amounts to a vector: a scalar value for how good it is, and a directional value for how closely the product aligns to your needs. It can be the best API in the world, but if it doesn’t allow you to, say, easily remap the owner of a device from the API, you’re going to tank it.

What I found worked and didn’t with the rubric was interesting. I found that I liked all the cars that I drove while I was driving them. Well, except that Toyota. I knew I didn’t like that one almost before we got out of the dealer parking lot. But the rest of them all felt good immediately. I had to revise my ratings over time. An immediate evaluation would often lead to a less critical result because I wanted to like them. I would overlook some things on initial test — again, except for the Toyota, it really was that bad, y’all — that I would come back to in the days following my initial test drive. The important parts of this process can’t be the result of snap judgments during or immediately after your time with the sales folks and the product. You’re going to need to stew on this. I changed ratings multiple times to weight different cabin features and drive experiences. I checked and double-checked statistics.

I made a change toward the end of the process to the scoring system. This is the sort of thing that usually feels like a no-no, right? Like changing the rules after the game has started? It feels wrong to do that. But it’s not wrong at all, in fact, you should absolutely revisit your scoring rubric if you start to be shown patterns that don’t match your experience. What I found out was: all of the Hyundais were scoring the same as the Q3 and the XC40, when my opinions around them were clearly a tier apart.

Why was my formula doing that?

Well, the Hyundais both had more cargo room AND better fuel economy than Volvo and Audi models. They were getting 6 more points, and that was making up for a substantial difference in intangible and cabin ratings. In short, though they weren’t achieving on individual stats, they were making it up due to a single over-sized category boost.

I had to change my rubric to match what the emotional decisions as well as the logical side of the decision. In software, this comes down to how a piece of software looks and operates. Design is how it works, and part of how it works is what it looks like.

I am thrilled to own a new Volvo XC40, and a month after purchase, I’m still as excited as I was on day one. I love the driving experience, the pilot assist is a life-saver in heavy freeway traffic, the stereo and infotainment system are magical, and the cargo space is everything I was looking for.

If you’re interested in a copy of my AirTable, happy to arrange one. Here’s the final version in read-only format.

Virtual Happy Hour

I’ve been feeling the weight of the crisis for the last two weeks. Being in an operations job means knowing that what’s about to hit is gonna throw everyone for a loop. Being the owner of a company with a lot of small business clients means knowing that not every company’s coming out the other side of this. I’m a little worried about my company not making it if this lasts for a while.

I’ve been making it, but just.

Today, I accidentally started a Zoom meeting happy hour for some old friends, and we all sat and talked while we worked from our houses. We haven’t all been in the same place since… 2002?

It was transformative. It was light. It was just good to care with some other folks who’ve seen the same stuff you’ve all seen.

Camaraderie amidst the challenges of the pandemic is going to be a hard thing to live without. But thanks to our friends at Slack, Zoom, WebEx, Skype, Teams, Hipchat and others, we don’t have to do it alone. Technology can bring us closer, it can bridge us together from all over the world. It doesn’t always. It can be used to divide us, to put a wedge in between us. But it can also bridge that divide, span that chasm, and lift us up in the midst of crisis.

Quarantine and social distancing are lonely things. Care for yourself. Care for others. Reach out and talk to people you haven’t seen in a while. We can use our technology to help push back that loneliness.