A platform dissection to illustrate WELD at work

Let’s start by dissecting a multi-sided service platform using WELD. Choose your own adventure here. You can choose Angie’s List, Airbnb, Rover or whatever you like. The main thing to remember is that all of these systems provide a few key features. 1. Matchmaking 2. Payments 3. Service listings  and Ratings. 4. Search features 5. Mapping/Proximity. They may also offer insurance, loans, or other perks but those ancillary services that attract service providers or customers are not as essential for our conversation.

The essential functions of the platform  we are interested in are: to serve as a trust agent, matchmaker, and payment processing service for both the service providers and the end customers. The reviews from the platform serve as an advertisement mechanism for the the service providers and a guide to end customers to find the price, quality, and proximity of the providers.

Since I have none of the data I recommended reviewing before you do a customer journey I’ll jump right in to the mapping of the data and customer journey. I’ll walk through the process on the customer journey for both the service providers and the customers and show how each of the main ingredients is affected by localization.

Service Provider

The service provider list on the site because it is a low-cost and medium effort way to find viable customers.

Listing: The listing for the service provider is their advertisement. This is usually bolstered with ratings and customer testimonials.

Payments: The payments processing alleviates the service provider from having to set up their own payment processing system.

Customer acquisition: The platform allows the service provider to acquire and retain customers at little to no cost.

End Customer

Service: The end customer can go to one place to find all the necessary service providers. There is usually a phone app or other simple method for searching, communicating with, and paying providers.

Ratings: The ratings serve as a sorting and validation mechanism for the customer.

Payments: The app or website handles the payment process and one-click mechanism for payments.

Platform

As the famous flywheel effect drawing above shows the matchmaker and payments processes of the platform serve as a growth engine for the multi-sided platform. The flywheel effect gathers more providers and customers as a company’s mindshare grows and if the selection, and payment process are frictionless they can grow quickly. Another way for these multi-sided platforms to go global fast is to find competitors in other regions and absorb their providers and end customers.

In the upcoming Wag! and Rover.com battle we will see this played out over the coming months. Both startups are well funded (Wag- Softbank, Rover- T.Rowe Price) and though they aren’t direct competitors now they will be. Rover’s recent acquisition secures an EU presence and a head start in Europe. The obvious move for Wag is to expand into Asia and Southeast Asia and if Rover is paying attention they will prepare a counter-move. Either of them may look to acquire service providers and end customers through purchasing Cannoba dog from Interole in Japan or Petbacker out of Singapore to get a foothold in those markets. But either would also be taking on a lot of work to integrate these new languages into their current platform. It is something I may revisit at the end of this post.

But I digress, let me return to the flywheel. Organic growth can come from the flywheel effect, but the multi-sided platform needs to support this growth in the language of origin as well as every other language that will lead to global dominance. And to do that they need to understand what they store, display, and every interaction with the customer. In the sections that follow I will illustrate the WELD principles at work on Rover.com. I’ve chose to use them because it will provide concrete principles of the processes I discuss.  One could easily perform this process with any other multi-sided platform a stand-alone product. 

The majority of the features that follow are to draw and keep service providers and end customers. However, at the end of the list will appear a set of features that don’t add value to the customer base but they are essential for the livelihood of the platform itself.

Matchmaking

At their core these multi-sided platforms provide matchmaking services through discovery, ratings, proximity or affinity, and  each of these will present challenges as you ad new languages and locales. In the following sections I’ll break down each and help you understand what needs to be done for new locales.

This examination will only look at the platform from the customer side. I won’t sign up as a service provider so I won’t be able to examine that process in depth.  The process however would be very similar. I’d walk through the sign up and evaluation process and identify issues that must be addressed for international expansion.

Service Listings and Rating

The listing and rating page as show below has the introductory data about the user and serves as their marketing page. It is also a page that displays end customer comments. So character encoding, backend databases and services, fonts, and UI should all be evaluated for new languages.

Text: The text direction may be an issue for supporting right to left or double byte languages. The UI itself may need to be mirrored.

Input method editor: Since this is a system that will be capturing a lot of input you may also need an input method editor for capturing Chinese, Japanese, Korean, and Indic characters.

Images: The images shouldn’t be too difficult to support, but depending on where the platform is viewed there may be geopoliticial issues to contend with.

Ratings: Ratings may need explaining or there may need to be some cultural adaptation necessary. Though the start ratings are ubiquitous now there may be a more appropriate way to display ratings depending on the locale where the product will be deployed.

Sorting and Ordering: Sorting and ordering logic are often locale specific. so these features will need to be evaluated for linguistic issues in new locales. For example sorting and ordering in Chinese and Japanese is done by the radical or the prevalent strokes in a character.

Character support: front end capture and display, as as back end storage  and retrieval of  content should be evaluated for issues. Making sure these are all set to unicode (UTF-8 is a good start). Any transformations of the characters performed by services should be evaluated to make sure they do not cause issues for the text.

Fonts: Font support for double-byte languages (Korean, Japanese, Chinese), and right-to-left languages (Arabic and Hebrew, Thai, Vietnamese) should be investigated to make sure they are supported by the app or websites chosen fonts. And that the sites are legible.

Currency, date, time: ICU and CLDR  should implemented at the code level to handle currency, date, time, sorting, ordering, and locale-specific issues. This will help speed development and prevent development teams from creating custom solutions that will need to be revised as you decide to support more locales. Internationalization best practices will help address many issues and make your code localizable.

However,  I have a specific call out from using ICU in the past. Message format sounds like a great idea to reduce localization and allow your code to handle some of the pluralization and a few other grammatical issues. I have found that it is not well supported by localization tools, or localization vendors. And it will introduce a series of run-time errors that you will not be able to pinpoint or be able to QA. Don’t depend on message formatting in your production releases until the format has been overhauled and it has gotten much better support from the localization industry.

Search

Search will be a combination on radials, drop-downs,fill-ins, check boxes, and sliders. Each of these will require an evaluation. Does the UI need to be mirrored? Is there sorting or ordering that may be affected by the locale? Are the dates and times displaying correctly for the appropriate locale? Are the choices in the check boxes relevant to the current locale? Do there need to be new choices based on a specific culture?

Mapping

Mapping should present few if any issues. Since this is using an API from google maps or another mapping any localization would be handled via the mapping service. Google maps explains it in a google post here and there is even a demo that can be reviewed to see the choices at work.

The major call out for any service you are calling is you should have a clear idea of the parameters you need to pass to get the correct locale. You’ll need to make sure your development team is aware how to pass those parameters and how to troubleshoot issues from these integrations.

Payment Processing

Payment processing is another one that you will probably depend on an API to handle. Most likely you’ll use Stripe that has currency support for 135 currencies. They have also teamed up with Gengo to start offering your checkout in eight languages. But you’ll need to make sure your listings pages match the translations they provide for the checkout or you will confuse your customers.

If you are using a payments provider other than Stripe to ensure your customers can pay in their preferred method you’ll want to review their documentation and make sure your listings match the payments translations you provide elsewhere in your product.

Demand Gen/ Transactional emails

Demand gen and transactional emails are the lifeblood of the platform. They are used to nudgecustomers to return and providing information related to their interactions with the platform. Since this is the most important and ongoing interaction with customers the quality requirements for localization here should be the highest. And of course they represent some of the largest challenges.

These emails are tricky because rarely are they in a marketing system like Marketo or Magento or a CMS. They are usually hard-coded in some legacy system that is no longer actively developed. And even if they are actively developed the chances are good these are owned by a development team that doesn’t actually manage the localization. So you’ll need to track down not only the team providing the localization and the development teams deploying it, but there will most likely be copywriting teams, legal, and privacy teams all involved in these emails and even the slightest change will bog down your work for weeks or months.  

And of course you should document the process and figure out how to address updates and content life cycle process for all of this content. It will be the source of your most highly visible customer-facing mistakes so it is worth extra diligence to get these right.

Walk the site to find the issues

 I recommend you walk through the process of purchasing the service or product you are selling as a method to identify the issues you need to address. I’ve done that in this example on the customer side to illustrate what I mean. But each use case and with each process will require you to do this. In this particular case I did not walk the site of being a service provider. To do that I would need to sign up as a service provider and review the full interaction and communication stream from that process. Once I’ve done that I would have a fairly comprehensive view of the customer journey and the platform’s interaction with that customer base.

The walk the site process from a customer journey coupled with an understanding the data journey of collected, referenced, and rendered content will be a roadmap for your team. It will be a huge step in understanding the scope of the Whole Enterprise Localization Design you need to accomplish to make localization a sustainable and manageable activity for your product. And with that process you go from rushing to get a single localized product out the door to identifying what it takes to make a fully sustainable product or company-wide process for launching globally.

Because I’ve enjoyed this process I’ll post again looking at a Live Ops product. Live Ops is interesting because they are business to business platforms providing metrics, services, and storage for in game processes and assets.

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