Easy Agile Podcast Ep.23: How to navigate your cloud migration journey
"Having gone through a cloud migration at Splunk, Greg share's some insightful key learnings, challenges and opportunities" - Chloe Hall
Greg Warner has been involved with the Atlassian ecosystem since 2006 and is a frequent speaker at Atlassian events. Greg has worked as a senior consultant for a solution partner, supported Jira and Confluence at Amazon, and in his current role at Splunk, executed a cloud migration to Atlassian Enterprise Cloud for over 10,000 of his colleagues.
In this episode, Greg and Chloe discuss the cloud migration journey:
📌 The mental shift to cloud migration and how to think beyond the technical side
📌 How to navigate the journey without a roadmap to follow
📌 The four pillars to success for your cloud migration journey
📌 Finding the right time to migrate & thinking about future opportunities beyond your migration
📌 The unexpected value that can come from a cloud migration
+ more!
📲 Subscribe/Listen on your favourite podcasting app.
Thanks, Greg and Chloe!
Transcript
Chloe Hall:
Hey everyone and welcome back to the Easy Agile Podcast. So I'm Chloe, Marketing Coordinator at Easy Agile, and I'll be your host for today's episode. So before we begin, we'd like to acknowledge the traditional custodians of the land from which I am recording today, the Wodiwodi people of the Dharawal-speaking nation and pay our respects to elders past, present, and emerging. We extend that same respect to all Aboriginal and to Australia Islander peoples who are tuning in today.
Chloe Hall:
So we have a very exciting guest on the podcast today. This guest has been involved with the Atlassian ecosystem since 2006 and is a frequent speaker at Atlassian events. He has worked as a senior consultant for a solution partner, supported Jira and Confluence at Amazon and at his current role at Splunk, executed a cloud migration to Atlassian Enterprise Cloud for over 10,000 colleagues. So welcome to the Easy Agile podcast, Greg Warner.
Chloe Hall:
How are you?
Greg Warner:
Good, and thank you for having me.
Chloe Hall:
No worries. It's great to have you here today.
Greg Warner:
This is one of my favorite topics. We talk about cloud migration and yeah, I hope I can explain why.
Chloe Hall:
Yes, that's exactly what we want for you because I remember when we met at Team 22, you were just so passionate about cloud migration and had so many insights to share and I was very intrigued as well.
Greg Warner:
To give it a bit background about myself.
Chloe Hall:
Yeah.
Greg Warner:
I haven't always been a cloud person. So you mentioned before about being involved since 2006. I was involved early days with when Jira had the several different flavors of standard and professional, when you'd order an enterprise license for Atlassian and they'd send you a shirt. That was one of the difference between one of the licenses. So based a lot in the server versions, over many years. I looked at the cloud as being the poorer cousin, if you like.
Greg Warner:
I'd been to several Atlassian summits and later Team events where there was always things of what was happening in cloud but not necessarily server. I participated in writing exam questions for Atlassian certification program for both server and DC. For me, in the last 18 months, two years now, to make this fundamental shift from being certainly a proponent of what we do doing on server in DC to now absolutely cloud first and that is the definite direction that we as a company have chosen and certainly why I'm so passionate about speaking to other enterprise customers about their cloud migration journey.
Chloe Hall:
Wow. So what do you think it was that you were like, okay, let's migrate to the cloud, as you were so involved in the server DC part of it? What was it that grabbed your attention?
Greg Warner:
I joined Splunk in 2019 and it wasn't all roses in regards to how we maintained Jira and Confluence. It wasn't uncommon to have outages that would last hours. For two systems that were just so critical to our business operations to have that, I was kind of dumbfounded but I thought, hey, I've been here before. I have seen this. And so it was a slow methodical approach to root cause our problems, get us to a version that was in long-term support, and then take a breather.
Greg Warner:
Once we got to that point where we didn't have outages, we kind of think of what the future would be. And for me, that future was exactly what I'd done before, what I'd done at Amazon, which is where we would move all of our on-prem infrastructure, Jira, Confluence, and Crowd to public cloud, whether it would be a AWS or GCP, something of that flavor. I'd done that before. I knew how we were going to do that to the extent that I'd even held meetings in my team about how we were going to stand up the infrastructure, what the design was going to be.
Greg Warner:
But there was probably one pivotal conversation that was with our CIO and it was in one of those, just passing by, and he's like, "Greg, I've seen the plans and the funding requests." He's like, "But have you considered Atlassian Cloud?" Now, the immediate personal reaction to me was like, we are not going to do that because I'd seen the iterations. I'd seen it over time. I'd worked for a solution partner. I'd worked with customers in cloud, never really thought we could be enterprise-ready. So my immediate reaction was not going to do that. I said, "I'm not going to answer that question right now." I said, "I don't know enough to give you an answer."
Greg Warner:
And I'm absolutely glad I did that because I would've put a foot in mu mouth had I given the immediate response that was... So yeah, I took that question, went and did some analysis, spoke to our technical account manager at the time, and really looked at what had been going on and where was cloud today? Where was it in its maturity? And the actual monumental thing for me was that I think it's actually ready. People make excuses for why they can't do it, but there are a bunch of reasons why you should. And if we look at us as a company, with our own products that we are moving our own customers to cloud, and we are using cloud services, like Google Workspace and Zoom and a variety of SaaS applications. What was so different about what we did in engineering that couldn't go to cloud? And that was like, okay, I think the CIO was actually asking me a much bigger question here.
Greg Warner:
So the result of that was yes, we decided that it was the right time for Splunk to move. And that is a monumental shift. And I know there's a lot of Jira admins out there that are like, if you do this, you're putting your own jobs at risk. The answer is no, you're not. And even within my team, when we had we'd discussed this, there was emotional connection to maintaining on-premise infrastructure and were we giving our own jobs away if we do this? There's all those... No.
Greg Warner:
And there have actually been two people in my team that got actually promoted through the work of our cloud migration that otherwise wouldn't have because they could demonstrate the skills. But that's kind of like the backstory about how we decided to go to cloud. And I think as we are thinking about it, there is a mental shift first. Before you even go down the technical path about how you would do it, change your own mind so that it's open so that you're ready for it as well.
Chloe Hall:
Yeah, I love that. It's so good. And I think just the fact that you didn't respond to your CIO, did you say that?
Greg Warner:
Yep.
Chloe Hall:
That you didn't respond to your CIO straight away and you weren't like, "No, I don't want to do that." You actually stepped away, took that time to do your research, and think maybe cloud is the better option for Splunk, which is just so great and really created that mental shift in yourself. So when you say that your employees, like everyone kind of has that beef that, oh, we're going to lose our job if we move from on-prem to cloud and those employees ended up getting promoted. How did their roles change?
Greg Warner:
When we moved from on-prem to cloud, you no longer have to maintain the plumbing, right?
Chloe Hall:
Yeah.
Greg Warner:
You no longer have to maintain all the plumbing that's supporting Jira, Confluence, BitBucket, whatever is going to move. Now we thought that was the piece that's actually providing value to the organization. And it wasn't until we went to cloud, we actually realized it wasn't. Like what we can do now is different. And that's what my team has done. They've up-leveled.
Greg Warner:
So in the times since we moved from Jira, Confluence on-prem to cloud, we now get involved a lot more with the business analysis and understanding what our project teams want. So when someone from engineering is requesting something that has an integration or a workflow, we've got more time to spend on that than are we going to upgrade? Are we on the current feature release? Is there a bug we have to close? Log for J as a prime example where the extent of where we covered was logging a call with the Atlassian enterprise support and then telling us, "Yep, it's done."
Greg Warner:
Whereas other colleagues within the ecosystem that I spoke to spent a week dealing with that, right? Dealing with patching and upgrades. So the value for our team in the work we do has shifted up. We've also done Jira advanced roadmaps in that time. So we've been able to provide things we would've never got to because we're too busy to the plumbing, to the extent now that we have a very small footprint of on-prem that remains and that's primarily FedRAMP and IO5. It's not quite certified yet. It's going to get there. So we have a very small footprint and I'm the one who has to do the upgrades and now you look at it like, oh my god, that's going to be this couple-week tasks we going to do where I could do all this other better work that's waiting for us in cloud. You don't realize it until you have it removed how much you used to do.
Greg Warner:
And so we used to do two upgrades of Jira year and two upgrades of Confluence a year. We put that down to about a month's work of each. By the time you do all of your testing and you're staging and then do that. So you're really looking at four months of the year you were spending doing upgrades. We don't have that anymore. It's completely gone. And so now we make sure that we do things cloud first. We don't bring across behaviors that we were doing on-prem into cloud. So that's probably one thing we learned was that don't implement server DC in cloud.
Chloe Hall:
Yeah, that's so great. It seems like it's opened up a lot more opportunity for you as well. So I think something that I kind of want to look into and understand a bit more is that people focus a lot on the technical aspect of the cloud migration. What other aspects do you think need to be considered?
Greg Warner:
Certainly people. I mentioned at the very front here the mental mindset and that really started with my team, to get their mind around how we're going to do this cloud migration. There isn't necessarily yet a roadmap that says these are all the steps need to take to get ready for your cloud migration. So we had to invent some of those and one of those two was, what did we want to get out of the cloud migration?
Greg Warner:
I speak to other Atlassian customers. You talk about they're running a project, the project is the cloud migration, the start and the end is the cloud migration day. No, completely wrong. The cloud migration actually has a beginning, a middle, and an end. What you're talking about here, about this first changes is in the beginning, and that should be we're moving to cloud because it should be fundamentally better than what we have today.
Greg Warner:
If it's not better, there's no value in doing the activity. So we started with a vision and that vision was that all of the core things had to work from day one and they had to work better. So create issue, edit issue, up to issue, that just needs to work. There should be no argument whether it does or does not. That needs to work and work better. Create a page, edit a page, share a page. That stuff needs to work in Confluence without any problems. We also need to make sure that there are people in the organization who this could be a fundamental change of how they work, depending on how much they work with Jira and Confluence. So appreciating that there is some change management and some communications that needs to be ready as you do your cloud migration to ensure that your vision is going to work, but also acknowledging you will break some things. You're not going to be able to do a cloud migration and shift you from A to B without nothing.
Greg Warner:
It will go wrong. So we were aware of that and for that, what I would always tell people was that we're really fixed on the vision of making it sure it's better than it was today, but flexible on the details, how we get there. We will probably find different ways as we go along because things will change. Cloud changes itself. You'll discover things you didn't know before. There was a Jira admin that made a decision 10 years ago, you now found that. So yeah, very, very fixed on that vision that day one that we had to have this unboxing experience that when people got to use Jira and Conference Cloud for the first time, they could see why we'd spent so much effort to make sure it was polished and things just worked. And as you went a bit further out, there might be things to do with apps that might not be quite the same.
Greg Warner:
That's okay. And then further out, things you just ultimately can't control. And for that, we had 76 integrations of teams that had written automations from all over the company. We're never going to get to find out what they do, but we knew that some of those would probably break. And so just dealing with some change control and allowing those people to know this is coming, what the rest endpoints will be, how to set up their API keys. We did a lot of that, but we did have one integration that broke and that integration broke because the entire team was on PTO or leave that week. We can't avoid that one. But it was good to see other teams actually jumped in because they'd been involved in updating theirs to go help fix that. So that was okay. We had one integration that we really gave the white glove support to and that was for... We have a Salesforce to Jira integration that's a revenue-generating integration.
Greg Warner:
We gave that a lot of attention to make sure that just worked. But the 76 others, we provided a runbook. The runbook was essentially teams, you do things like this. So they knew how to change and update to the new system. But yeah, certainly the beginning, middle and end. The beginning is all those shifts that you're going to have to change and probably some history about design decisions. The middle is in fact your cloud migration and the end, middle to the end is everything you do with it afterwards. So that's where the real value comes from in your cloud migration. It's once you're in, what can we do with it?
Greg Warner:
And we are towards the end of that now. There have been things that I couldn't have planned for that people have done. So we did your advanced roadmaps, saving the forest there, but also we're encouraging our staff to extend the platform. That used to be really difficult and we've worked with Atlassian to understand what should that look like? And we've settled on using it Atlassian Forge. And so now we have our first app this week, in UAT, in Atlassian Cloud to solve business problems that we have. That's a custom Atlassian Forge app. And we're encouraging our engineers to build those and so they can extend and get that real value through the cloud migration.
Chloe Hall:
Yeah, wow. You've come so far and it's nice to hear that you're towards the end of it and all the opportunities are coming with it and you're seeing all the value. It's all paying off as well. I think I just want to go back to that moment where you talk about there isn't essentially a roadmap outlay. There isn't someone or something to follow where it says this is where you need to start. These are the steps to cloud migration. And I think a lot of people, that's what they fear. They're like, we're not sure exactly where to start. We're not sure what roadmap we'll follow. How do you navigate that in a way?
Greg Warner:
So I get back to that when I talked about the vision. We said we're fixing the vision flexible details. Early on when we signed for cloud migration, it was in the first week after we'd signed for it, that same CIO asked me, "Greg, what's our date? When are we moving? Because you've sold me that this is so much better. Where's the action? When are we get this?" And we took a good six weeks after we signed to actually understand the tooling that's available. So for Jira, there's really two options. There's the Jira site import and the Jira cloud migration assistant. And on Confluence side, there's one that's called the Confluence cloud migration assistant. Better kind of understand how those technologies work. And for a couple weeks there, my team actually considered if we did the migration ourself, we could probably save the company a bunch of money and we would own it.
Greg Warner:
We would know how this thing worked. We got about four weeks in and decided that was a terrible idea. Do not do that. Any enterprise customers I talk about that say we're going to do it ourselves, do not do that. Do not do that. And part of the reason is that there's really four pillars to success for your cloud migration. Jira migration, Confluence migration, apps, and users. And we did not know how to do apps and users and we probably could have gotten away with Confluence and Jira. But we said, look, this is something that we actually need to have a partner involved. And so we did ask for partners to provide their way of doing it, knowing what they knew about us. And we did provide as much detail as we can. We had two partners actually provided completely different methodologies how to get there.
Greg Warner:
So this is that flexible on the details, but we really had to make a decision on what worked for us. So when it really came down to Jira, would we do a big bang approach and just switch it over in the course of a weekend or did we want to do cohort by cohort over time? And we decided for us, because we are a 24/7 organization that's supporting our customers, doing the big bang switchover, that was the best way to do it. So that's one of the reasons we chose the partner we did. But that partner didn't necessarily have a roadmap of where they want to go. But we did then explain what we want to get out of this. That was the first thing, was about it needs to happen on a weekend. So that then filters down what your choices are. The ecosystem apps part is really important to make sure that one, there may have been apps installed in your system that have been there for 10 years and you're not sure why they're there anymore because it was four Jira admins ago.
Greg Warner:
Nobody knows what's there. But if they don't have a cloud migration pathway, you really should consider they're probably going to hit their end because there is no equivalent. So you can rule them out. Identify the ones that do have a business process with them. And for that, Salesforce for us, we had to find a cloud-first connect that would work. So that meant that we knew that was going forward. But really, I think the key thing that we invented that we didn't know about was that we created this thing called an App Burn Down. And that's where we looked at all the apps we had. We had about 40 apps. We said, okay, which ones are not going to go to cloud? Which ones don't have a migration pathway? Which ones are going to replace something else? And so we started to remove apps over the course of about three months.
Greg Warner:
So people would see that we're starting to get away from on-prem design decisions and old ways of doing things. But we also said, but once we get to cloud, this is the pathway out of it. So that we said, look, we're going to turn this app off but you're going to get this one instead, which is the cloud-first app. So people could see how we're going to make the jump over the river to get there. But it meant that we would, over time, identify apps that weren't used. If we turned them off and nothing happened, it's fine. But also we did come across some where they were critical to a business use. And so if we didn't have an answer for those yet, it gave us time to find one. And with your user base, typically it's your colleagues, that's going to be your most critical customers. They're going to ask, okay, you're turning it off. When do I get the functionality back?
Greg Warner:
And by doing that App Burn Down over time, that does buy you time to then have that answer. So it's a much easier conversation than I'm simply turning off functionality, I don't have an answer for you yet. There are things like that. It wasn't necessarily a roadmap, but working with a solution partner is absolutely the right way to go. Don't try and do it yourself. They also work with Atlassian and they have far better reach into getting some of these answers than you can possibly ever have. And I have on at least three different occasions where our solution partner did go and speak directly with an ecosystem partner to find out what's the path forward. How can we make this work? So it is good. The migration is really a three-way collaboration between yourself, your solution partner, and Atlassian. And you all have the same goals. You want to get to cloud and it does work really well.
Chloe Hall:
Wow. Yeah. So sounds like hope everyone got that advice. Definitely don't take this on your own. Reach out to solution partner. And I really like how you said you went to two different solution partners and you found out what their ideas were, which ways they wanted to take you, so you could kind of explore your options, work out what was the best route for Splunk. And it's worked very well for you as well. Having that support I think as well. Yeah. Sorry, you go.
Greg Warner:
The choice of the partner is really important and it's probably one of the earliest decisions that we made to get that one right. And I remember several times thinking about, have we got the right people on board? Did we speak to... And it was an interview process to the extent that when we had our final day after we'd been working with Atlassian and with our partner for six months, one month after our migration was completed and we're all done, we had one final Zoom call with all of us and took a photo and did that. But it kind of felt like a breakup, to be honest, because we'd been in each other's faces for six months and working. We're now all saying goodbye. We might not see each other. It was like the weirdest feeling. But it did work. And so yeah, it is a real fundamental choice.
Greg Warner:
Just take the time, make sure they understand what we want to do, make sure you understand how they're going to do it. But yeah, if we have done it ourselves, we would've got ourselves all caught up in knots, wouldn't have been a successful migration or so. I'm a technical guy. I want to solve it. I want to be like... But I think the actual right answer was no, you don't need to know how this works 100% because you're going to do this hopefully just once. And so focus on the real business value things about dealing with stakeholders and the change and making design decisions that are really important for you because you're going to own those probably the next decade rather than worrying about how do I get my data from A to Z?
Chloe Hall:
Yeah. It definitely would've felt like a breakup for you because you would've been working side by side for so long, dealing with so much. Are you still in contact with them or...
Greg Warner:
Yeah, we had this fundamental thing we always said is we're always, if there's a problem, we're always cautiously optimistic, we're going to solve it. We did engineering challenges that we went through, but I did say right early on is, the ecosystem is only big and we're all going to bump into each other at some point. So yeah, let's make sure that we're still friends at the end of this. And I didn't realize how important that was until later when I was in New York for Christmas and I arranged to meet the project manager that worked for us. She lives in New York, so how about I meet you so... So we met each other at the hotel and she's like, "I have never met a customer outside of work to do this." Yeah, I gave the story about it felt like a breakup, but she did say that at the beginning you said we'll be friends after.
Greg Warner:
Yeah it is because it can be really hard. I've been on the consultant side where you kind of have to have some hard conversations and sometimes... You want to make sure that everyone understands the problem. You're trying to make it better so that at the end of it, you can still be friends like that. That is the thing. There probably will be engagements later on that you might need them again. So you want to make sure that you have your choice of best in breed partner to choose from. You have those relationships. They understand what you want to choose. So yeah, it is really important to choose the right partner. Don't necessarily based on price but choose the partner that's going to work for you, understands what you're trying to get out of your cloud migration and they'll be there in the future when you need them for another cloud migration or a much more gnarly project. Try and be friends at the end of it.
Chloe Hall:
And definitely it's good that you have that friendship now because they have that understanding about your business and what you want and the value of it. So if you do need help again, it's a lot easier to bring them on board straight away. So now that you've performed a cloud migration and you're coming towards the end of it, do you look at the process any differently to when you were at the very beginning?
Greg Warner:
Yeah, I thought we were just executing a data migration just yeah, on-prem to cloud.
Chloe Hall:
Yeah.
Greg Warner:
Pretty straightforward, nothing big. I was pleasantly surprised as we're making some of these decisions as we went along, that it was more than that. There were business processes that we could improve. There was the beginning, the middle, and end. I didn't realize that until actually after the end. So when we did our cloud migration, it was actually the week before Thanksgiving in the US. It was November 19. And even that decision was made in just going for a walk at lunchtime. When should we really do this? And I kind of came down again, spoke to my project manager and said, "How about we do this in the cloud migration the week before Thanksgiving?" Because 50% of our workforce is located in the US and a large proportion of that will be on leave or PTO before.
Greg Warner:
So by doing it over a weekend before then we're ensuring that... Like when you open a new restaurant. You don't want to have all of your tables full on the first night. We knew that we were going to have everybody using Jira and Confluence day one after a migration because we're going to break some stuff. They actually turned out to be really exceptionally good idea. And I encouraged people to find... Look at your data and work out when is low time to do this? I've been involved in Jira and Confluence for a long time and just thought it's task tracker and it's a wiki. There's nothing there that I don't really know about. But one of the decisions we made was actually that when we completed the data migration and it was ready to go, I always said if we waited, do we get a better result? And the answer was no.
Greg Warner:
We should make this available to people now. And so we opened it up on a Sunday morning in the US, which was starting to be business hours in Australia. We started making teams aware that they can now go ahead and use Jira and Confluence. And it was the feedback that we immediately got from those teams that were starting to use Jira service management in cloud for the first time, about, "Wow, this is so much better than it was on-prem." And people said, "I can actually see the attention to detail you've made on fields and descriptions and the changes you've made." And it started to impact people's workday that this was better than it was. I didn't expect that to come back. And so I have a montage that we share with the team of all these Slack messages from people saying, "This is really good. This is much better than we had before."
Greg Warner:
What I didn't also realize is that when we moved from on-prem to cloud is the data that we had became more usable and accessible. Hadn't planned that. It seems obvious now, but when we put it in cloud and it has all the security controls around it and now no longer has the requirements of things like VPN to get access to it, people could build new things to use it to be able to interact with your issues, to interact with pages. And so we started with 76 integrations and over space of three months now we had this big jump in the first three months up to about a hundred something and now we're going to Forge And what it means is people who have had this need to be able to get to the data can now get to it. I didn't see that coming. I just thought we were just server cloud. But yeah, having a more accessible has led to improvements in the way that our teams are working but also how they use it in other applications that just simply wasn't available before.
Chloe Hall:
Yeah. Wow. That's great. And it's good that you were able to receive that feedback straight away from the teams that you had in Australia. I think that's really good and it sounds like it's created such a good opportunity for you at Splunk as well now that you're on cloud.
Greg Warner:
Yeah, it's certainly a business leader that can propel you forward and I eagerly come in now and look at what are other teams going to do with it. And so when we had the first team that said they want to build a Forge app, I'm like, Sure. We should not discourage that at all. Extend the platform. That's why we spent the money and time to do it. What can you do with it now? And we did certainly make Atlassian aware on the product side, like how we're using it and where we'd like to see improvements. If you look at the server DC comparison, I used to be that person that would look at the new features in cloud and ask that question about, when is that new feature coming to on-prem? To going to being that customer who's now, I have that feature today, right? And I'm using it because we don't wait for it.
Greg Warner:
So you mentioned about things you didn't plan from the roadmap. There are design decisions that I talk to enterprise customers that I need to make aware of about. One of them is to do with release tracks. In enterprise cloud, you can choose to bunch up the change to cloud and then they get released periodically every two weeks, every month. When I looked at that, came back to one of our principles about don't implement server in cloud, why would we do that? Atlassian has far more data points on whether this works for customers at scale than we do. So why would we hold back functionality? So as a result we don't do release tracks. We let all of the new functionality get delivered to us as Atlassian sees fit. And the result of that is our own engineering staff, our own support staff who use Jira, get the notifications about new products and features and this is fantastic.
Greg Warner:
Again, why would we implement server, which is where you would bunch up all your changes and then go forward? The other thing too about our cloud migration journey is don't be blinked that you're just doing a cloud migration today and then the project ends. There are things you need to be thinking about as you go along, but what's the impact in the future? So for us, we have multiple sites. Enterprise customer have multiple sites. So there are design decisions that we've made so that we can, in the future, do cloud to cloud migration. You will move sites. Your organization could be bought or could be buying companies. So you do mergers and acquisitions. And so as part of that, we have some runbooks now that talk about using the cloud-to-cloud tooling so we can move a Jira project from a site here to a site there, how we'd move users here and users there.
Greg Warner:
And that actually came about through the assistance with our TAM, not focusing just always on the cloud migration date but also what's that look like six months later? What's it look 12 months later? So that you don't perform your cloud migration and then lock yourself in a corner that later on now I have to unwind something. I had the opportunity to fix it. So yeah, I do encourage migration customers to also think six months, 12 months beyond their cloud migration. But what could also happen and then speak to your solution partner about design decisions today that could affect you in the future.
Chloe Hall:
Yeah. So you definitely need to be thinking future-focus when you're doing this cloud migration. I know you've addressed a lot of the opportunities that came out of the cloud migration. Was there anything else that was an unexpected value that came from it that you wanted to share?
Greg Warner:
The other value is make it more accessible. We have seen people use it in different places that we hadn't thought about. So some of the things that we were doing before, we had to have a company-owned asset to get on the VPN and just things like that. That actually restricted people in where they could do work. Whereas now we've, as long as you've got a computer or mobile device connected to the Internet, absolutely you can use a mobile device support, you can get access to it. Approvals that used to be done on a computer are now done on a mobile device. Those things. But I think the integrations has been probably been the one thing I'm most... We're not the catalyst. We kind of pushed it along but seeing people get real use out of it and using the data for other purposes. We have seen people build some microservices that use the data from Jira that we couldn't do before. Again, you're just unlocking that potential by making it more usable and accessible.
Chloe Hall:
After going through the whole migration journey and, like you said, you're coming towards the end of it, what were the things that stood out to you that you're like, okay, they didn't go so well? Maybe if I was to do this again, how would I do this better next time?
Greg Warner:
So I get back to that day one unboxing experience. You know you want to give it that best experience. And we delivered that for people in Australia and APAC as we opened it and they got to use Jira for the first time and it worked fine. And that is mainly the result of a lot of emphasis on the Jira piece because we said, we know this is going to be hard. It's got workflows, issue schemes, notifications schemes. This is going to be hard.
Greg Warner:
So we started that one really early and then probably about 60% down through our migration journey, we started on Confluence. We thought how hard can Confluence be. It's a bunch of spaces and pages. It can't be that hard. We actually hit some migration challenges with the engineering tooling with Confluence, which meant that the Confluence UAT was delayed. The Jira UAT was fantastic. Ran for a month. We found some problems, got fixed, got answers. We were really confident that was going to be fine.
Greg Warner:
And then we hit this Confluence piece. We're like, wow, this is going to be a challenge. And there was at least one time I could think of. It was a Saturday morning at breakfast where our solution partner sent me a Slack message about, I think we've got a problem here with some tooling. What are we going to do? Towards the middle of the day, I was kind of scratching my head. This could be a real blocker. We actually worked with Atlassian, came up with the engineering solution, cleared that out. That was good to see, like in the space of 12 to 24 hours, there was a solution. But what it meant was that it delayed the Confluence UAT and it made a week. And there was something we found to do with the new Confluence editor and third-party apps right at the end of that week. And we had to really negotiate with our stakeholders to make this go ahead.
Greg Warner:
Because again, if we'd waited, we'd get a better result. No, we really should go. We know that there's this problem. It's not system-wide but it affects a small group people. So we did it. But for about a hundred people they have this really bad Confluence experience because of this thing. And so for me, I couldn't deliver on that thing I promised, which was a day one experience that was going to be better than what it had before.
Greg Warner:
Now we did work with Atlassian and app vendors to get some mitigation so it wasn't as bad on day five. It wasn't day one but it wasn't perfect. But I would certainly encourage people to make sure that you do treat Jira and Confluence with as much importance as each other. They do go together. When I did our cloud migration, we did it on a weekend and I remember coming back after dropping my kids at school on Tuesday and sitting in the car park. I was like, wow, we actually pulled that off.
Greg Warner:
If we'd propose to the company to move your company email system and your finance system on a weekend, the answer would be no because it's too big a hat. But what we'd said is we're going to move all of our Atlassian stack in a weekend, which really is two big systems, Jira and Confluence. So if I had the time again, we would've started Confluence much, much earlier and then we wouldn't have the need to rush it at the end. And that really did result in a bad day one experience for those people. We have worked with Atlassian since then. We're getting that resolved. We know other Atlassian guys have the same problem. I would start early and don't underestimate the complexity that could happen. There will be some things outside of your control.
Greg Warner:
I talk about this Confluence problem and the migration tooling, which is actually do at scale. Not every customer will see it. We saw it, I conducted customer interviews when we were doing our solution partner decision and the customer actually told me this. Like I should have started Confluence because we had this problem, we wasted some time, and we did it. I even have my notes. But it wasn't until later, same problem, you even had the answer and they told you and you still waited. So I'm spending a few minutes on this podcast talking about it because it happened to me. It's probably going to happen to the next person. So if I could do one thing and that is just encourage you to start it earlier. You're going to end up with a much, much better migration and hopefully can deliver on that day one experience that I couldn't do.
Chloe Hall:
Yeah, no I'm so glad that you've shared that with the Easy Agile audience as well because now they know and hopefully the same mistake won't keep getting repeated. Well, Greg, my final question for you today, and I don't know if you want that to be your answer, but I think it's really good just for the audience, if there's one key takeaway that they can go away with them today from the podcast, what would be that one piece of advice for everyone listening to start their migration journey?
Greg Warner:
The first thing to do is to prioritize it. So if you're an Atlassian customer that's using on-prem Jira or Confluence and you don't have a timeline and you don't have a priority to your cloud migration, start there. Open up the task, which is start to investigate Atlassian Cloud and choose a date. Because yeah, there will come a situation down the track where you might be asked by your CIO and so it's better to have an answer prepared already. I would encourage people to start to look at it because it is the future. If you look across the industry, people are moving to SaaS. It's really a question. Do you want to maintain and be that customer wondering when that feature's coming to cloud or do you want to be that customer in cloud who has it today? We have seen a monumental shift to when we moved to cloud in functionality, availability, all the good things that cloud delivers. And it's one of the biggest promoter... The person that used to write exam questions for servers now saying go to cloud.
Greg Warner:
Absolutely. So when I've spoken to other enterprise customers, particularly at Team, I said like, when do you plan your cloud migration? I was like, wow, we're going to start it in three years. I'm like, three years? You need to go back to the office next week and start like 12 months because yeah you will... There is absolutely a competitive advantage to doing it. And it's not just me being now as biggest cloud opponents. We see it, we see it every day and for me, this is one of the most influential projects I've been involved in with Atlassian since 2006. This one here is going to have a long-lasting effect at Splunk for a long time and I'm happy to speak to yourself at Easy Agile and others about it and here at their cloud journey because I want to go to Team next year. I want to make sure we have these conversations in the whole way about, I got that one thing. It's either I started my Confluence migration earlier or I actually put in a timeline of when we should start our cloud migrations.
Chloe Hall:
Yeah, beautiful. That is some great advice to take away, Greg. And so honestly, thank you so much for coming on the podcast today. You have provided some brilliant insights, takeaways, and also because there is no roadmap, I feel like your guidance is so good for those who are looking to start their cloud migration. Yeah. We really appreciate you sharing your knowledge.
Greg Warner:
All right. Thanks for having me on. Thank you for listening.
Chloe Hall:
No worries.
Related Episodes
- Podcast
Easy Agile Podcast Ep.9 Kit Friend, Agile Coach & Atlassian Partnership Lead EMEA, Accenture.
"From beer analogies, to scrum in restaurants and neurodiverse teams, it's always a pleasure chatting with Kit"
Kit talks to agile methodology beyond the usual use case, like working with geologists & restaurant owners to apply scrum.
Kit also highlights the need to focus on a bottom-up approach, providing a safe space for leaders to learn & ask questions, and whether neurodiverse teams are key to effectiveness.
This was a really interesting conversation!Be sure to subscribe, enjoy the episode 🎧
Transcript
Nick Muldoon:
G'day folks. My name's Nick Muldoon. I'm the Co Founder and Co CEO of Easy Agile, and I'm delighted to be joined today by Kit Friend from Accenture. Kit is an agile coach at Accenture and he's also the Atlassian Practice Lead there. Kit, good morning.
Kit Friend:
Morning, Nick. Sadly only the Practice Lead for a bit of things, but I try my best. It's a pleasure to be with you, for the second time we've tried this week as well, in the lovely world of broadband dependent remote working and things. But here's hoping, eh?
Nick Muldoon:
It's beautiful, isn't it? Now, for those of you at home listening in just so you've got a bit of context, Kit is a father to two, he lives in London, and he's been at Accenture now for a little over 10 years, right?
Kit Friend:
Yeah, September, 2010. Fortunately I met my wife in pretty much the same summer, so I only have to remember one year, and I can remember one by the other. So it helps when I'm trying to remember dates, and sort things through because I'm not very good with my memory, to be honest with you.
Nick Muldoon:
Oh well. So for me, the reason to get you on today, I'm super excited to hear about the journey that you've been on in Accenture, and I guess the journey that you're on with your clients, and on these various engagements. Before we dive into that though, I wanted to know, can you just tell me what is one of your favorite bands from the '90s, from the early '90s?
Kit Friend:
Yeah, and I really enjoy that we had a delay between things, because it's like one of those questions, because I'm like, "Hmm." And I think I'm a victim of playlist culture, where it's like naming an entire band feels like a real commitment. It's all about tracks now with things, right? But I have narrowed it down to two for my favorite 90s band and I think I'm going to commit afterwards. So my undisputed favorite 90s track, Common People by Pulp, right? Hands down, yeah, it's right up there. For me, I studied at St Martins, the Art College, so for me Common People is the karaoke track of my university days with things there. So Common People by Pulp, favorite track.
Kit Friend:
For bands wise though, I was split between... Initially I went Britpop, I was like, "Cool, that feels like a happy place for me." Particularly at the moment in our weird dystopian society, I listen to Britpop and it's kind of happy. So Blur was right at the top for me for band commit of the 90s thing then. But then I remembered that Placebo is actually technically a 90s band, even though I did not listen to them as a 13 year old Kit and things. So I think Placebo edges it for me on favorite 90s band of things, just about. But I do have to admit, even though it's not my favorite 90s track, I do think Wonderwall is perhaps the best song ever written.
Nick Muldoon:
Oasis? Love it.Kit Friend:
Yeah, for track wise. But for me particularly I was at Oktoberfest with some colleagues a couple of years ago and I don't think any other track could get 600 drunken Germans up on benches together with everyone else, all the way around from the world, with a rock polka band singing at the top of your voices at 11 o'clock at night or something. So yeah, that smorgasbord, but I'll commit to Placebo for favorite band in that weird caveated sentence.
Nick Muldoon:
I love it, thanks for that, Kit. And so it's interesting because you touched on then that you went to St Martins, which was an art college. So I'm interested to know, what did you study? What are your formal qualifications and then what led you into this world of Agile delivery and continuous improvement?
Kit Friend:
Yeah. I mean to do the Twitter bio caveat that all the opinions are my own and not Accenture's before we go down the journey of things. Although it must be said I am trying to convert as many of my colleagues and clients to my way of thinking as possible. But so I studied St Martin or studied at St Martins College, so in the UK certainly, I don't know what it's like in Australia, but when you go and do an art and design degree they basically distrust your high school education. They're like, "Nah, everything you've done before is..."
Kit Friend:
So they make you take what's called, or they advise you to take what's called a foundation year where you try a bunch of stuff. So you come in thinking you're going to be a painter or a product designer or something, and they're like, "No, no, no. You haven't experienced the breadth of the creative industries and things." So I did one of those, which was amazing, and I came in thinking I was going to be a product designer. Ended up specializing in jewelry and silversmithing and things, so I made like... Yeah, sort of wearing long black trench coats and things, I was making gothy spiky armor and all sorts of things, and [inaudible 00:04:24] work with silver. So I do have a Professional Development Award in Welding from that year, so that was my first formal qualification on that. I'm a really bad welder though.
Kit Friend:
Then at the end of it I was like, "I don't really know what I want to do still." As you do as you go through university, so my formal degree title, adding to my trend of very long unpronounceable things, is, Ba Hons Art And Design And The Environment, Artifact Pathway, and what it was was... Your face is-
Nick Muldoon:
Yeah, I'm trying to process that.
Kit Friend:
Yeah. I think the course only existed for three years, it felt like a bit of an experiment, or it only existed in that format. So we had architecture students doing the first part of their architectural qualification, we had what were called spatial design students who were, I think, designing spaces. They weren't interior designers, they were a bit more engineery and then we had this weird pathway called Artifact, which was the rest of us and we weren't quite as strict as product designers, we weren't artists. We were making objects and experiences and things.
Kit Friend:
Yeah, it was a really interesting experience. I mean towards the end of it I began specializing more and more in designing ways for communities to come and build things and do stuff together, and it's a bit weird when you look backwards on things. You're like, "I can directly trace the path of the things I've done since to that sort of tendency [crosstalk 00:05:54] liking bringing people together."
Nick Muldoon:
So yeah, do you think that community building aspect was kind of a genesis for what you've been trying, the community around Agile transformation you've been developing over the past decade, or?
Kit Friend:
I don't know. It's easy to trace back to these things, isn't it? But I guess I've always-
Nick Muldoon:
You don't see it at the time.
Kit Friend:
... liked bringing people together to do things. No. It's a theory anyway, isn't it? An origin story theory as we go. So I did that and then I complained lots about my course, I was like, "This is rubbish. This is all really random and things." So I got elected as a Student Union Officer, so I don't know how it works in Australia but in the UK you can be elected as a full time student politician effectively, and you can do it... You take sabbatical either during your course or at the end of your course where it's not really a sabbatical. So I was the Student Union, served full time for two years after I finished my degree, which is a bizarre but educational experience.
Kit Friend:
Again, it's about organizing people, like helping fix problems and having to be very nimble with... You don't know what's happening the next week, you're going to protest against unfair pay or you're going to have someone who's got their degree in trouble because of their personal circumstances and things, so it's a really interesting mix. So yeah, that's where I started my journey into things.
Nick Muldoon:
So it's interesting for me, because you talk about this, the early piece of that is, "We don't trust anything that you've learnt prior to this and we're going to give you a bit of a smorgasbord and a taste of many different aspects." How does that relate to an Agile transformation? Because I feel like we went through a decade there where an Agile transformation was literally, "Here's Scrum, do two weeks Scrum, story point estimates, no rollover. If you rollover we slap you on the wrists."
Nick Muldoon:
There probably, 10 years ago, there wasn't a lot of experimentation with different approaches to delivery. It was just, "We're going from this Waterfall approach to this Agile approach." Which back then was very commonly Scrum. Why don't we give people the smorgasbord and why don't we give them three month rotations where they can try a bit of Scrum and a bit of Kanban and different approaches?Kit Friend:
Well, I guess it's practicality, isn't it? These things. It's a challenge, and it's a challenge, it works within a contained place. I teach a lot of our product container courses for our clients and we always use the David Marquet video of Greatness Summary. What's great about the David Marquet situation, he's got this Petri dish, right? Literally a submarine, aint no one interfering with his submarine crew. So he can do that, he can go, "Well, let's try this thing." I vastly oversimplify because it's an amazing story, right?
Kit Friend:
But you've got that space to do something and try something out, and actually when we do talk to clients and colleagues alike about Agile transformations, I think one of the things that I say consistently in terms of the role of leadership is they do need to create a safe space, a little place where they protect and they're like, "In this space we're doing Agile, we can experiment, we can do these things. Leave my guys alone. Trust me within that."
Kit Friend:
I think where I see Agile going well, it is where there is a bit of that safe space protected to do things. I've got colleagues who work in companies where they go like, "Okay, we're going to try now and all we're going to ask you to do is forecast your next week's volume of stories. Everything else is up to you, you can choose to apply Scrum, you can use Crystal, DSDM, whatever it is. All you have to do for us as a company is give us a high level view of these metrics or something." So there's flexibility. I think when I think about your journey as an Agilist and trying to do things though, people saying try a bit of everything, it's lovely advice but it's a bit difficult to actually do because it's like we still need to make things, we still need to do stuff practically.
Kit Friend:
So when I talk to people who are starting off their journey or both clients and colleagues who are wanting to move through things like that, like what do they do first, I still say Scrum is a really good place to start because I think there's that quote from somewhere, it's probably in the Scrum Guide, about, "It's simple to understand but complex to get right." And you would think with complex and chaotic situations, right? But I think that-
Nick Muldoon:
And the discipline required is-
Kit Friend:
Yeah, yeah. But discipline's a good thing, right?
Nick Muldoon:
Mm-hmm (affirmative). But not everyone has it.
Kit Friend:No. But one of my colleagues, Nick Wheeler, he uses the phrase, "Too many beanbags, not enough work done to talk about Chaotic Agile." I think you've got to have that focus on getting things done, right? Value delivery has got to be there, as well as it being a pleasant working atmosphere and balance. So it's about somewhere between the two, and I like Scrum because it gives people something too... It's a framework, right? It gives people something to hang off to start their journey, otherwise I feel like you could spend months debating whether you have an Agile master and what do they do? Where do we go? Do we have a person who holds the vision and things?
Kit Friend:
I think when people are starting off I always say, like, "Why not try Scrum? Why not see? Try it for a couple of sprints and see what works for you and then see what comes out in the wash." I mean if they're in an area where there's some fundamental contradictions, like, "Yeah, I'm not going to force sprints on a call center, right? It doesn't make sense." I was talking to someone yesterday who works on a fraud team, and it's like I'm not going to ask her how much fraud is going to be committed in two weeks time, or as part of MPI, right? It's absurd.
Kit Friend:
So in those circumstances, yeah, you start with Kanban methods and processes and practices instead. But for people who are building products, building things, I think the Scrum is a pretty good fit at the beginning. So yeah, that's my answer, so both. Why not have both is the answer to that, I guess, on the way. Yeah. It'd be interesting to see what other frameworks rear their heads. I mean I found the other day a scaled Agile framework called Camelot that involved lots of castles and things in the YouTube video. I thought that was marvelous. But there's room for a lot of planning and thinking.
Nick Muldoon:
As soon as you saw Camelot, for some reason my mind goes to Monty Python. I don't know quite why. But what's this flavor of scaled Agile called Camelot? Can you tell me about it? Because I'm not familiar with it.
Kit Friend:
I've seen one YouTube video on it, Nick. For anyone Googling it, you can find it related to the X Scale Alliance. I think it's a picture of the Monty Python Camelot on the front page.
Nick Muldoon:
Is it actually?
Kit Friend:
Yeah, yeah. I'm pretty sure weird things. And you know what it's like with techy geeks, right? There's a lot of embedded Hitchhikers' Guide To The Galaxy and Monty Python references in component names and things. So I'd be unsurprised. What I like about something like the Camelot model, other than me thinking Monty Python and castles and things, is it does evoke something in people. I think when we're talking to people about Agile we do need to evoke a feeling with them. We need to get people going, "Oh yeah, I kind of get where you're going."
Kit Friend:So I always like to do the cheesy uncapitalize the A, what does agile mean to you? Yeah, is it about being nimble? Is it about being flexible and that kind of thing?
Nick Muldoon:
I mean I'm conscious you've obviously done Lean Kanban in university, you've done Scrum Alliance Training and Certification, Prince2, Scaled Agile of course. Why do you do all these things? I mean is it curiosity? I mean is it there's an expectation from clients that you have these certifications? And would you go and get a certification in Camelot? Or even one that I was introduced to recently was Flight Level Agile, Flight Level Agility. Which is a different way of-
Kit Friend:
Ooh, another one?
Nick Muldoon:
Yeah, another one. A different way of describing. Actually I remember, bit of a sidebar sorry, but Craig Smith from... who was at the time I believe was working at Suncorp, an Australian bank. He did 46 Agile methods in 40 minutes or something like that, and he spent a minute and he introduced people to all of these different approaches.
Kit Friend:
Yeah, and methods versus frameworks and things is a fun one to draw the lines between. I mean I've been surprised actually how few times I've been asked for certifications around things. It's changing a bit more, and I've seen definitely more enthusiasm from our clients, and in fact I'm seeing new people within Accenture which is really nice, to require and encourage certification. I don't think it's necessary that the safe course then guarantees that you're going to scale Agile successfully, right? But it's a good way of demarking whether people have done their homework and have put some effort into [crosstalk 00:14:50] knowledge.
Nick Muldoon:
And they got the foundational baseline stuff.
Kit Friend:
Yeah. Now in terms of your question around Brett, so my view is that if we try and attach the word coach to ourselves... I think I've seen country by country different trends, so when I look at my colleagues in the States there's a bit more codifying on the term Agile Coach. There's an attachment to ICA Agile and Lisa Adkins work and all sorts of different things over there which is good. Certainly in the UK and Europe, I see it as a lot more varied at the moment and it's a term that's attached to a lot of people.
Kit Friend:
If you look at people, just anyone on LinkedIn with a CV title or little bio title Agile Coach, you can see a big variety of people who've been doing different Agile frameworks for like 20 years doing things, and you can see someone who's been a Scrum Master for three months and then switched jobs, and they'll have like Agile Enterprise Coach as their title. And you're like, "Hmm, how many people have you ever done Scrum with? And have you done anything but Scrum?" And my view is if 40-
Nick Muldoon:
But I mean Enterprise Agile Coach because I've done Scrum with my team of six people in a-
Kit Friend:
In an Enterprise, right?
Nick Muldoon:
In Enterprise.
Kit Friend:
But my feeling is if all you can do to a team that you're coaching is offer one way of thinking and one approach to doing stuff, how are you coaching them then? There's no breadth to what you're able to offer. But if all you've experienced is Scrum and then you get landed with a team doing fraud investigation, how are you going to guide them on a path which doesn't include sprints and those things? I mean you might do, because you're going to take things from Scrum that become sensible, but you need that spectrum.
Nick Muldoon:
Give us a sense, Kit, what is the most quirky, or unusual perhaps is a better way to frame it, what is the most unusual team that you have introduced to Agile practices and Lean principles?
Kit Friend:
So I've got to embarrass my colleague Giles, because mine is not the most interesting. So Giles was looking at introducing Scrum to geologists for site surveying and things, which I love as an example to talk about because it's so-
Nick Muldoon:
Wow. Yeah.
Kit Friend:
When you unpack it's so interesting to think about what that would mean, and I need to catch up with him to see how far through they got actually applying it. But because it's like, "Why would you do that?" And then it's like, "Ooh, actually, they probably have a really big area to survey. Wouldn't it better to introduce some feedback loops and look at how you slice down that problem to get some value and learning delivery out of things?"
Nick Muldoon:
That's interesting.
Kit Friend:
So I really, really like that. Yeah. Then I always reference when we're teaching, there's a restaurant called Ricardo's in London that I have to make sure it's not gone out of business. I think it's still in business, but-Nick Muldoon:
Well, I thought it-
Kit Friend:
Well, COVID, right? I think he's their owner, Ricardo. At least he's the person that's inspired their name. He applied Scrum and it's beautiful, looking at the exercises they went through when they put it in place. And on his website, which I'll ping you the URL for the show notes, but they do this cross functional teaming thing where they got all the staff at the restaurant to look at the role types that they needed, and then their availability and things. They were like, "Only this one guy can do the bar. Maybe we should up skill some other people to be able to work on the bar?" And I love that thinking of applying those elements of stuff.
Kit Friend:
So back to your question though of where have I applied unusual things to my teams, I haven't done any really quirky ones, to be honest with you. I mean I think having a background in art and design I find it... When I talk about iteration and all those areas, my mind immediately goes back to projects where we made things and did stuff and have it there, and particularly when people get panicked in a business situation I think back to... I used to freelance doing special effects with my dad whilst I was at university, because it's a great way to make cash for things. My dad worked for the BBC and freelance. I think about that immediacy and panic when I'm talking about Kanban and handling ops and incidents and things, and I'm like, "You guys don't need to panic, it's not like you're on live TV." And they have a countdown of three, two, one, right?
Kit Friend:
No one has that in our business. We panic sometimes when something falls over, but there's never that second by second delay. So I think the quirkiest places that I've applied Agile thinking are probably before my career in technology. They were in that kind of place where we're making creative things and doing stuff, and it's there where you're like, "You would never do a 400 line requirements document for a piece of product design or jewelry, right?" You would produce something rough and see what people think about it, and build things in so there's a balance there.
Kit Friend:
I mean when you're launching live products though, you do some strange things, right? And you have some fun memories from that. So I remember when we launched YouView in the UK, which is a public credential because it was for Accenture. Fine. But during launch day a colleague of mine, Ed Dannon and me, we became shop display people for the day so we were at the top of John Lewis in Oxford Street in London demonstrating the product, and that was a part of our Agile working for that week because that's what they needed. That was how we delivered value was physically being the people going like, "Hello, Mrs Goggins. Would you like to try this YouView box at the top of things?" So I remember those days fondly.
Nick Muldoon:And so was that capture on a backlog somewhere, or?
Kit Friend:
Do you know what? YouView is where I was introduced to my love of dura, so I suspect, yeah, I don't think we did formally add a backlog somewhere. It would've been nice too, wouldn't it? I'd like to claim that my entire Accenture career could be constructed out of Dura tickets if I piled them one on top of each other for 10 years. Certainly about a 60%-
Nick Muldoon:
How many Dura tickets do you reckon you've resolved over the years?
Kit Friend:
God. How many have I duplicated is probably the question, right? Which is like 8,000. There's always duplicate of things. It's got to be in the thousands, hasn't it?
Nick Muldoon:
Tell me, you've, okay, over thousands of duplicates resolved. But you've been doing this for a while in the Atlassian space, and obviously with the Agile transformations at scale. How have these engagements at scale evolved over the past seven or eight years? And what do they look like in 2021 with this completely remote mode of operation?
Kit Friend:
Yeah. Starting at the end of that, I see light, I see goodness in things. But I guess similar to how you expressed 15 years ago, 10 years ago everyone was like, "Do Scrum and have some story points and things." I think during that period, if we go back like 10 years ago, so we're like the early 2010s or whatever we call the teens in the decades, I think we see a lot of people experimenting with early versions of SAFE. They'll do wheel reinvention and people simultaneously going, "Let's have a big meeting where everyone plans together. How do we normalize story points? You shouldn't, maybe we should. How do we do metrics there?" And that kind of stuff.
Kit Friend:
So I think certainly what I've seen is a lot of people trying out those things as we go through, and then trying to weave together concepts like design thinking and customer centricity, and there are all these bits of stuff which feel good, but they weren't very connected in any way that was repeatable or methodical or codified. Then what I quite enjoy, and linking back to your last question, is then the branching of the approaches to things. You've got SAFE, which is laudably to everyone who works on that, right? They try and write down everything.
Kit Friend:
I always say this to everyone, you're like, "Thank goodness someone decided to go on that website and make everything clickable and everything." Because when you do need to reference one of those elements, it's a godsend being able to go and go, "Yes, here is the page that talks about Lean budgets. I might not agree with everything on it, but it's a really good starting point. It's a really good point of reference to have."
Kit Friend:
Then you've got the others, and I do use SAFE at one end of detail, and even if you're doing SAFE correctly you don't do it by the book and copy and paste, right? And that kind of thing. But there is a lot of detail and a lot of options there. At the other end of the scale you've got things like Less, where it's intentionally about descaling and it intentionally focused on simplicity. Look at the front pages of the website, and on the SAFE website you've got everything. On the Less website it looks like we've done it on a whiteboard, right? And that's intentional, both of them are intentional at the end of the scale. Then we've got Scrum on the scale, which seems to be the new, rising, kind of darling of things at the moment, and that was the other thing. So what I see now-
Nick Muldoon:
And they all have a place, don't they?
Kit Friend:
Yeah.
Nick Muldoon:
It's interesting that there's a large enough audience and market for all of these to succeed, and there's a lot of overlap between them in the various ideals and practices that they suggest that you experiment with.
Kit Friend:
Yeah. I mean what I've seen in the past few years is that I think people often get laudably enthusiastic about the scaling bit. So they take a look at a word like Lean Portfolio Management or a business problem they have of how can I capacity manage? And they go straight to the scaling frameworks without stopping at the teams on the way, and that's definitely a tendency I hear more and more from friends, colleagues, geeky friends, colleagues, clients, right? They don't make that initial investment in getting the teams going well, whether it's Scrum or whether they're running in anything else.
Nick Muldoon:
Sorry. But hang on, are you saying then, Kit, that people are actually coming into a scaled Agile transformation and they haven't got the team maturity? Sorry, forgive me, but I felt I guess my belief and my understanding was that these scaled Agile transformations, for the most part, are building on top of existing successful team transformations.
Kit Friend:
I think that is how it should work right. We should be going bottom up, or at least to a certain extent. In the SAFE implementation roadmap it talks about reaching a tipping point and having... I mean you can start with Waterfall and the SAFE implementation roadmap, but it talks about ad hoc Agile and those things there. I think when people in large businesses and organizations come with a problem though, they're coming with a big problem and they want to fix that, and yeah, it's a difficult message to land, the, "Hi, you've got one to two to five years worth of getting your teams working before you can deploy the fancy portfolio management Kanban and see a flow of things right." Because people are nice. Most people are nice, most people are enthusiastic, most people want to fix things, and so they want to fix that big scaley thing.
Kit Friend:
But it's difficult to land, the, "No, you've got to fix these things at the bottom." I was describing to a colleague, Lucy, last week, and I said, "If you want an answer a question of how do I capacity manage and how do I balance demand across a large organization, you should imagine each of your..." Let's pretend they're Scrum teams without debasing it for a moment. Let's pretend your Scrum team is like a bar with a row of different glassware on it, and each time box is a different sized pint glass or a schooner or whatever you have. Now, my capacity management for a single team is me with a big jug of beer and I've got all the work that I want to do in that beer. My whole backlog of things. My capacity management for a team is pouring it in and hopefully I guess it right. I probably don't and I spill some beer in the first ones as we go through. But over time I'm trying to guess how much beer I can pour into each time box of things and we go through.
Kit Friend:
Now, the only way that I can know how much I can fit in in the future is if I see what I've got in the past, like how it went and can I predict the size of the glass, and over time I can, and we stabilize. So everything's a pint glass after a while, after we've experimented with everything there. Now, if we don't have that ability to forecast and measure, get the actual data back via some tooling at a team level, how can we manage across multiple teams? Right? You can't. You can't have a big top down roadmap where you're like, "Yeah, we want to launch the easy Agile bank across all these areas and go into the teams." Unless you have that team level maths that you can rely on.
Kit Friend:
It doesn't matter whether that's story points or whether you're doing no estimates stuff and you're just measuring flow or you're using Monte Carlo, whatever it is. You need some mathematical way of helping people understand the flow of work and what's happening there, and ideally tying it back to value with some data. Workout whether is your easy Agile bank actually a good idea or should we pivot and do something else? Yeah, is it delivering the thing that customers want when we've given them easy Agile bank beta at the beginning of things.
Nick Muldoon:
How good do you think clients are these days? So here's the thing, I guess, you talk about early transformations and it was, "Hey, we're going to go Scrum." But now there's the design thinking, I mean there's devops, there's DevSecOps, there's so many different aspects now that people are exploring and they're exploring at the same time. How do you help the client navigate this? Because they get it from every different angle from different aspects of the business, and in fact it's just got to be overwhelming, quite frankly.
Kit Friend:
Well, it's overwhelming for us trying to help right, right? People like yourselves, I mean you're like, "How do we cope with this weird specific configuration that they want to feed into easy Agile programs?" So I think that the light at the end of the tunnel that I referenced before is I see a lot more people coming with an ask of helping them get the bottom up things right, so they understand there's a pincer. We can't ignore-
Nick Muldoon:
Get the foundation.
Kit Friend:
Yeah. But we can't ignore that there's the big business, right? There's the people expecting big things and they've drunk the Agile Kool-Aid, they've read the article and they want to be there. So there is that top down pressure, but I am seeing more and more asking for advice and help to do things at the bottom. On a couple of areas recently, my current theory of the day, and I have a favorite theory every six months or so so this won't be the same later in the year, but I really, really like training the product owners first to help with that transformation. My current theory is that it's because they're like the battering ram to help the business understand what's happening with these delivery teams, and build the bridge and link between things and form that.
Kit Friend:
Because if you don't have the product owners being the conduit and the voice of the business and the customer and the voice of the team back to the business in doing things, I think the rest of it falls down. So my theory at the moment is that if you start by training the product owners that's the best way to begin things and it helps with the scaling body scaling, the focus on the team level to help do things.
Kit Friend:
To be honest, even if they're not doing Scrum, I think that the role of a product owner, relatively close to what the Scrum guy says, if we take out the sprint references and things, I think that's a sensible thing to have in every cross functional Agile team, regardless of what you're doing. And it's a distinct personality type, right?
Kit Friend:
I often talk when people are doing our Agile Foundations course, where we're like, "Here's everything. Find your place." I think that most people, or certainly most people I train, fall quite clearly into a product owner or a Scrum Master style personality type. I'd say about 80% you can tell, like, "You're a producty person. You're a Scrum Mastery type person. Or if you're not doing Scrum, a coach, a facilitator, a team builder." Maybe about 20% can flit between the two, and they're special people. The Unicorns as we have in every industry and type, but most people fit into one of those. I think it's good to think about how those personality types work in your business.
Kit Friend:
The other thing I love about training the product owners first, it really unveils upon them that, let's say, we're now at... "Hi, Nick. Yesterday you were the business owner for this process and doing things. You're now a product owner, go. And you can only have till Monday." If we train you, you're like, "Oh my God, I didn't realize I was now accountable for the value of this whole team delivering. It's my problem to make sure they're delivering good things? I didn't know that." So if we do that training right at the beginning I think it sets a baseline of expectations of what we're asking of those people, and the responsibility that's placed on them. Yeah.
Nick Muldoon:
When you're doing this Agile Foundations course that you run for folks through, are you doing a DISK profile as part of that? Again to assess their personality type.
Kit Friend:
No, no. That would be really good. What a great suggestion. I can include that.
Nick Muldoon:
Well, I'm merely inquiring because I wonder. I'm just thinking about it now, I'm wondering, are there personality types that are more likely to be the product owner? Is a product owner more of a CS and is a... Yeah, I don't know.
Kit Friend:
I don't know. I mean it's one of those things, isn't it? I forget the number of personality types and roles I've been assigned in various bits of my career. I can't remember. Back when I was a Student Union Officer, I'll have to look up the name of it, but we had the ones where, "Are you a completer finisher or a shaper?" And all sorts of those things there, and then DISk was relatively popular. We've got a Gallup Strengths Test within the Accenture Performance Management Tool, which is actually really interesting.
Kit Friend:
The bit I like about the Accenture one is when you join a new team you can bunch yourself together in the tool and see what people's different strengths and personality traits are, so you can be like, "This team's very heavy on the woo. Or you're a team that's full of energy or ideas with things, and it's quite interesting too." I mean it's nice to see the strength, but it's also interesting to notice where you might have gaps and you're like, "I need to make sure that someone's keeping an eye on quality because we all get very excited and run fast."
Nick Muldoon:
Do you remember, this would have to be a decade ago now, I'm sure, but I think his name with Larry Macaroni or Larry Macayoni, and he was working for Rally Software at the time, and he did a very wide ranging study of the effectiveness of Agile teams? And I'm just thinking back on that now, because he was looking at things like defect rates, escaped bugs versus captured bugs and all sorts of other bits and pieces. But I don't think he touched on the personality traits of these teams and whether even Dave the Cofounder here at Easy Agile, my business partner, he was talking. He shared a blog article this morning about neurodiverse teams and I'm just trying to think, do we know is there a pattern of DISK profile distribution, neurodiversity distribution, that leads to a more effective team?
Kit Friend:
I don't know. I haven't read. Yeah, it's Larry Maccherone, but it's not spelt the way I suspected originally. I put in Macaroni, based on your pasta based pronunciation of things. So it looks like it's the quantifying the... What's it called? Quantifying the Impact of Agile on Teams, which is really interesting.
Nick Muldoon:But I don't know if that sort of study has been done since he did it back then.
Kit Friend:
Particularly the personality types is interesting, and neurodiversity is another interesting element. So I've got dyslexia and dyscalculia, and one of the bits I've found-
Nick Muldoon:
What's dyscalculia?
Kit Friend:
Well, just like dyslexia, there's quite a spectrum covered by one term of these, so it's large. But effectively my particular diagnosis, I have problems processing sequences of numbers. So you can read me out a sequence of numbers and if it's exactly that, I can cope with it normally because I can do visual processing, because that's my creative industries background, it's what we do, right? We visually process. But I can't repeat them back to you backwards, I can't reprocess them as units of stuff with things. My wife says-
Nick Muldoon:
How did you even come across that?
Kit Friend:
So a retrospective again, so my sister was diagnosed with dyslexia at school, and she's got a more traditional dyslexic diagnosis. So when you hear dyslexia, people normally associate it with not being able to read and spelling and grammar and that kind of stuff. Dyslexia, as you might know from [inaudible 00:35:00] is actually... I'm waiting for them to split it, to be honest with you, because it's so broad. But my diagnosis of dyslexia is more about my short term memory processing, so it's the ability to process. I can read and write fine.
Kit Friend:
My sister got diagnosed at school, had blue glasses, all the conventional grammar and spelling related elements of dyslexia. My dad got diagnosed then in his mid 50s, I think at the time. So he started working at the University Arts London, my art college, my dad still runs the woodwork shop in central St Martins in their beautiful new campus in King's Cross in London. He got diagnosed with things, and I was like, "Hmm. I know it's hereditary, I should probably get checked." So I think I was 25 or 26, and one of the lovely bit... I mean there's many lovely bits about working at Accenture, but a large corporation has really, really good support networks and things.
Kit Friend:
So I pinged the right people around, and they were like, "Yes, of course we can support you getting an assessment. We'd love to make sure that you're able to function." So I got an assessment done and they were like, "Yeah, you're dyslexic and dyscalculic on this kind of area." But the more interesting thing was that they were like, "Here's the coping mechanisms that you've developed." And the coping mechanisms was a list of my career and choices and education. It was like, "You will choose things where you can do abstract thinking and drawing." It was really funny because I never felt like it blocked me at school, I quite enjoyed exams and things.
Kit Friend:
But I was terrible at revising, right? I can't go through notes and do things there. Looking at my diagnosis I was like, "It's because I don't process things that way." I have to process things visually, I have to draw, I have to chunk things. Now I look at the way that I work with Agile teams and I coach teams, and I create abstract references to things, right? I'm teaching product owner and Scrum Master courses on Mural where we move things around and create objects.
Nick Muldoon:
Or the example that you used before, Kit, with the beer glasses at the bar.
Kit Friend:
Yeah. I can't deal with numbers in abstract, right? I have to deal with them in an analogy or I have to be able to visual them. I'm hopeless at coding, I can't store concepts like variables in my head. They just fall apart, it's like building with sand in front of me and it's all dry and crumbly. And I think in fact when I looked at that diagnosis and I was still, what? I'd be like three or four years into my career at Accenture. I looked at the way that I'd begun to get slowly addicted to tools like Atlassian and Dura, and I was like, "Ah, I'm compensating for the fact that I have basically no ability to memorize things in the short term." I'm helping visualize stuff in the way that I help teams and build tasks and things, in a way that means I'm outsourcing my short term memory to this lovely tool where we do things there.
Kit Friend:
Yeah. I've grown to love it, I think you have to work with it right. I speak to some of my colleagues, I teach at the moment with an Agile coach called Lucy Sudderby and another one called Charlotte Blake, and I'm like, "Thank you, guys, for compensating for my dyslexia. I appreciate that you kind of balance out my inability to memorize anything." Yeah, hopefully they feel they benefit from some of the quirky strengths of it when we go through, but it's a balancing act, right?
Nick Muldoon:
That's very cool. Thanks for sharing that.
Kit Friend:
No worries.
Nick Muldoon:
I'm just thinking about it now, as you mentioned coaching with Lucy and Charlotte, and going back to something that you said earlier, Kit, with respect to... I don't know if you said the leaders, but basically the folks at the top drinking the Kool-Aid. I'm interested to know, how do you create, going back to this other thought that you had, I'm trying to connect dots, going back to this other thought that you had right up at the top about the psychological safety, right? And that feeling safe. How do you provide a safe space for these leaders that could be CEOs of business units or execs, GMs, whatever they happen to be, provide a safe space for them to actually ask questions and do Q&A and learn without feeling?
Kit Friend:Yeah. Because we forget that they're people too, right?
Nick Muldoon:
Yeah.
Kit Friend:
There's this idea that these leaders are somehow insurmountable, they have no fear. But we need to build a safe space for everyone around things, I think you're right. I think we get the same sort of question when people talk to me about how they can convert people to Agile or make the case for things in an organization but not sure about it. I think that the answer, relatively saying, in that we need to give them some data, some facts. So my view is that it's not good to come to people and talk about...
Kit Friend:
I somewhat cynically criticize when people talk about Agile ways of working, and they'll often abbreviate it to WAW or something as well. I think when we talk about agility too abstractedly, and I say the phrase wavy hands too much, but when we talk about it within specifics too much, it encourages a sense of anxiety and it's a nebulous, wishy washy kind of thing so I like to bring some data to people. My favorite ones to use, and I need to get updated stats, but the Sandish Chaos Reports are an amazing project management journal, where they talk about success and failure of Waterfall versus Agile projects.
Kit Friend:
Now, there's a bunch of questions it leads you to about how do they classify Agile and all sorts of things. But indisputably, what it tells you is that the traditional way of doing things that we are told is secure and safe, if I go to a procurement team or a finance team and I go, "I'd like to build this thing, guys." They're like, "Great, give me the milestones, give me the plan." And there's this inbuilt assumption that that's a safe and responsible and proven way to do things.
Kit Friend:
The Sandish Chaos Reports tell you it's a terrible way to do things, right? They're like, "Statistically, doesn't matter what you're building, what industry, what you're doing, it's a terrible idea to fix scope at the beginning, trust your plan and have a system which fails when you have any change." And when you unpack it, like when we talk about agility overall, what are we saying? We're saying it's not a good idea to begin something and for it only to be able to succeed within fairly tight boundaries, where no one changes their mind for the duration of the thing, everything goes exactly as you plan and when does that ever happen with technology? And the world doesn't change for the duration of your thing.
Kit Friend:
Most of the time when we're talking about these project things, like how long are they? Three months to three years is the window I usually give. Three months, I see rarely in any industry these days, right? These big efforts where people are trying to do these things at scale, you're talking multiyear. What are the chances that the scope can be frozen for that period? Pretty low, and also what's the chance that the people that you asked for the requirements at the beginning really knew them all? Everyone's normally really nice, they try their best.
Nick Muldoon:The chance that the people you ask at the beginning are going to be there when you actually get to the next-
Kit Friend:
Yeah. There's a whole set of fundamental problems with that. So I like to bring that kind of data to our leaders when they're asking about the case for agility, so it's not about, "Do you want to sign up to use a framework?"
Nick Muldoon:
But let's say, Kit, that they've made the case for agility, they're there, they're doing it. What's the space that you provide for them? Do you have a CEO round table where they can go and they've got a shoulder to cry on and go, "This Agile transformation is going harder than I thought it was going to be"?
Kit Friend:
Agilists Anonymous, [crosstalk 00:42:19] company. Yeah. I think it is a good idea to pair them up, so I get a lot of requests at the moment for us to provide coaches directly to support leaders. I've also seen a trend in reverse mentoring, separately big companies. But that kind of idea of, okay, you've got these people who are really experienced, and their experience is relevant, right? We're not saying that the CEO's 30, 40, 50 year career in something is invalid now and we know better than them. But they're trying to match that up with these, not even emerging, right? Because the Agile Manifest is 20 years old now. But they're trying to match these up with these foreign, new practices and things they've got, and that requires a bit of hand holding. So yes, there's a personal angle there. I don't think necessarily a round table is the way to do it per se, but giving them someone that they can chat too and, yeah, an ability to relate and go like, "What is this thing?" And decode the jog, I think is really useful.
Kit Friend:
So data about success rates is important, right? But the other data that's really important I think to help provide that sense of safety is about value delivery, and this is where I think most people are still having trouble. We've just about got to the point where people can start to attach a concept of benefits and value at the start of things. Now, often that's still too big. We talk about the value of the entire project, can you assign a notion of value to every epic and story in your backlog or whatever units of stuff you're doing?" Probably not, right? Can you do it in a pound or dollar or euro or whatever your local currency is figure? Probably not. But can you even rank them one to 10? Maybe with things.
Kit Friend:
So I think the evolution of OKRs and KPIs coming in, and people starting to internalize that more, offers some hope. It's still relatively immature in most organizations and you're still kind of getting there. I feel like every sort of practice and things, it's probably going to have some misinterpretation, enthusiastic and well meaning interpretation, but you're going to get some people using it somehow to Waterfall things probably in some areas. But bringing that data that gives them some sort of feedback loop that makes sense to those people in those senior positions I think is really powerful. The opposite of this is where they expect to see RAG statuses and milestones and that's the only data they get from their teams, right?
Kit Friend:I sat down with an executive of an organization a few years ago and I was like, "Please invest in your tooling. Please do it." And he's like, "Why would I need to? I have these slides where they tell me green and the dates are there." And I was like, "I love that you're trusting, and I like to trust." The trust in the teams was really, really good. But I knew the teams and I knew they didn't have any tools. It was project managers getting stressed and running around, and then I knew that all the RAG statuses were going to go, "Green, green, green, green. Red." It was the Watermelon Effect that was going to happen, right?
Kit Friend:
So when I see conversations like that happening, I want to empower them. I want to empower them with data and bring those things together. I think that data about why doing Agile is really important, the data about how it's really going on your teams, and the ability to make decisions based on it is really important. There's the Scrumming case study on the Saab Gripen is lovely because they, in one of the articulations, they do the sequence of morning standups and allegedly, according to the case study, I'm pretty sure it's true, they do 7:30 in the morning, which is insane. I don't know why they start at 7:30 in the morning in Sweden, but apparently they start at 7:30 in the morning. But they do a sequence of standups and the idea is by the end of the hour the cascade of standups means that any impediment can reach the executives within the hour and they can fix it.
Kit Friend:
That feeling of connection, that trust in teams and that show of progress, real working things being the way that we communicate that we're making progress, I think that's how we build some safety in and help our leaders do things. Not RAG statuses and milestones and Gantt Charts. They have to have that realness with things, hopefully.
Nick Muldoon:
It's interesting. It makes me think, we did a factory tour recently and it's a factory that makes air conditioning manifolds for commercial buildings, and they actually-
Kit Friend:
What? Why were you touring an air conditioning factory? Were you buying some air conditioning?
Nick Muldoon:
No, no, no. Lean principles, right? You want to see the application of the principle.
Kit Friend:
Wow, you're living it, you're living it. It's wonderful.
Nick Muldoon:
Yeah. So they do breakfast from 6:15 to 6:45 or 6:30, something like that, and then they get going. I think they do their standup at 7:45 after they're actually in the flow, they come together, "Okay, where are we at for today? What are we working on?" Then that rolls up to the ops team and then that rolls up to the leadership team, and then at the end of the day they do their closing huddle for the day, "Hey, have we got all of our tools? Are we back? What are we going on with tomorrow morning?" So it was like the start and the finish of the day and it's really interesting.
Nick Muldoon:
Just thinking about, we introduced an end of day huddle in COVID, when we were all on Zoom all the time, and I think it was very useful. But then of course as we get back into the office, it drops away. It's interesting how things evolved, right?
Kit Friend:
Yeah. And you're the big Head Honcho, right, Nick? I have a worry niggle with end of day meetings, about whether they're for the team they're for people to feel they're across stuff, and I find it interesting because I'm having to take people through practicing for Scrum Master exams and things, lots at the moment, and I really like talking about how standups are for the team. They're for the developers, they're not for the product owner even, they're certainly not for the stakeholders. Now, I consistently see with a lot of these Agile ceremonies, I'm like, "Who's getting the benefit from that meeting? Is it someone getting a status check in or is the team getting it?"
Kit Friend:
And if the team enjoys it, if the team gets something from the end of day huddle and things, I'm cool with it. But sometimes I see things, and the two anti patterns I see with leaders joining, of any level, joining the meeting, so the first is that they use it as like their aeration platform. The team's ready to go with their standup and then the leader of whatever level pops in and he's like, "Team, I've got this update for you." And then it's like 10 minutes of their amazing update and mini vision for the day, and then at the end it's like people are going, "Yeah, now do your standup. Now do the Scrum kind of thing." And then the other thing is that where it becomes like a status check in for stuff, and I'm like, "It's not what it's for, guys. We should be focused on [crosstalk 00:48:57]-"
Nick Muldoon:
We do. So we can get done with 22 people in six to eight minutes.
Kit Friend:
That's slick.
Nick Muldoon:
It's taken time to get here, but what we actually started out asking for was one good thing, and that's typically a family, community thing, what are you going on with today, do you have any blockers? And it's interesting now that we're having this chat, Kit, I do not see blockers come up very often, so I wonder why that is.
Nick Muldoon:
Yeah, anyway. Hey, Kit, I'm conscious of time. I've got one last question for you.
Kit Friend:
Yeah, go for it.Nick Muldoon:
What are you reading at the moment? What books are you reading or have read recently that you'd recommend for the audience to read?
Kit Friend:
Yeah, I'm between businessy books. I need to find a next one. One attribute, and it's probably not my dyslexia, I think it's just because I'm lazy, I'm really bad at reading business books, like serious books with things. So I rely on audiobooks lots to consume meaningful data. I really, really enjoyed listening to Lisa Adkins Coaching Agile Teams audiobook when she released it, because I knew I wasn't going to get through the book and so-
Nick Muldoon:
Did she narrate it?
Kit Friend:
Yeah, which is even better, right?
Nick Muldoon:
Cool, yeah.
Kit Friend:
So lovely to hear from the authors' voices when they're doing things. So I'd really recommend that, and then accompanying it after... I mean either way round, listen to the Women In Agile podcast series on coaching Agile teams, because they talk about each other and there's a whole episode on language, and she talks about how between writing the book and narrating the book, reading it, there was bits of language where she just cringed and she was like, "I can't believe I wrote that." And it really resonates it with me, thinking about my Agile journey and how I would cringe at what I did with teams five, six years ago. As we all do, right? You look back with hindsight.
Kit Friend:
So Coaching Agile Teams is really, really good, and I'd recommend. When [crosstalk 00:50:54]-
Nick Muldoon:
Isn't that beautiful, right? Because if you look back and you cringe, it shows that you've evolved and adapted and you've learned, and you've improved?
Kit Friend:
Oh yeah, if you look back and don't cringe, either you were perfect which is unlikely, right?
Nick Muldoon:
Unlikely. Unlikely.
Kit Friend:[crosstalk 00:51:07] things, or you're oblivious which is more likely. I don't mean you personally, Nick. So Coaching Agile Teams is really good, I still recommend the Whole Time if people are trying to get their head round what it's like to work in Agile, what's there. I used to recommend The Phoenix Project, and then I really enjoyed The Unicorn Project more for filling in a team. Your talking about the air conditioning factory just reminded me because of all the Lean kind of things. I really like that, and I struggle when I explain to people because I'm like, "It's not dry, it's a novel about an Agile transformation, but it's not [crosstalk 00:51:42]
Nick Muldoon:
It's not. I love it. I get up and I read the newspaper, right?
Kit Friend:
Yeah.
Nick Muldoon:
That's my thing in the morning, and I would never read a business book at night. But The Phoenix Project and The Unicorn Project, I've read them several times as bedtime books.
Kit Friend:
Yeah. To your kids, Nick? Do you sit there [crosstalk 00:52:01]
Nick Muldoon:
I will. I'll get there. I'm starting to teach them about Lean principles, build quality in. Yeah.
Kit Friend:
Yeah. If you haven't done it already, getting your kids to story point Lego is really amusing and I've enjoyed a lot. I know it's just like time gym, but I enjoy doing it with my son, Ethan, because you know how difficult it is to get adults to get relative sizing in units, and kids just get it. It's wonderful how they just don't get distracted by the fact that you've got an abstract unit, and they're like, "I get that idea." I got Ethan story pointing in five minutes, I've struggled to get some adults story pointing in like five days and they argue about, "Do you mean it's days, ideal days, hours?" Things.
Kit Friend:
So yeah, Unicorn Project I think are really good. I haven't actually read it all yet, but I do want to read and I recommend the whole time because of a really good podcast, 99 [inaudible 00:52:51] Invisible Women by Caroline Criado Perez. So when we talk about being customer centric and about really knowing who we're providing our products for, I think there's a really powerful story around making sure we understand the data and when we're going through, and Invisible Women has some amazing, horrifying, but amazing stories and bits of data and narrative around it. So I think those would be my three at the moment, three's a good number to ask people to start with, isn't it?
Nick Muldoon:
Okay, cool. Kit, this has been wonderful. My takeaway is I've got to read The Invisible Woman, because I haven't heard that book.Kit Friend:
Invisible Women, there's lots of them is the problem, Nick.
Nick Muldoon:
Invisible Women, okay. Thank you. That's my takeaway that I've got to read. Kit, this has been beautiful, I really enjoyed our chat this morning.
Kit Friend:
It was a pleasure as well. Thank you so much for having me, Nick.
Nick Muldoon:
I hope you have a wonderful day, and I look forward to talking about this journey again. I want to come back and revisit this.
Kit Friend:
Yeah. Let's do a check in. We should do our DISK profiles for the next one maybe, and we can find out maybe I'm meant to be a product owner and you should be, I don't know, you'll be like test lead or something it'll say. I don't know. We'll find out.
Nick Muldoon:
It's beautiful. All right, thanks so much, Kit. Have a wonderful day.
Kit Friend:
And you. Bye now.
- Podcast
Easy Agile Podcast Ep.3 Melissa Reeve, VP Marketing at Scaled Agile
"I really enjoyed speaking with Melissa Reeve, VP of Marketing at Scaled Agile about how non-software teams are adopting a new way of working."
It's more important than ever to be customer-focused.
We talk about the danger of 'walk-up-work' and how to avoid this through proper sprint planning.
Melissa also gives an update on how agile is spreading to non-technical teams.
Transcript
Sean Blake:
Hello everyone. And welcome to the Easy Agile Podcast. We have a really interesting guest with us today. It's Melissa Reeve, the Vice President of Marketing at Scaled Agile. We're really excited to have her on today. Melissa Reeve is the Vice President of Marketing at Scaled Agile, Inc. In this role Melissa guides the marketing team, helping people better understand Scaled Agile, the Scaled Agile Framework. In other words, SAFe and its mission. She also serves as the practice lead for integrating SAFe practices into marketing environments. Melissa received her Bachelor of Arts degree from Washington University in St. Louis, and she currently resides in Boulder, Colorado with her husband, chickens, and dogs. Melissa, thanks so much for joining us on the podcast today.
Melissa Reeve:
It's such a pleasure to be here. I really appreciate it.
Sean Blake:
Great. That's great. I really like your enthusiasm straight off the bat. So what I'm really interested in hearing about, Melissa is a little bit about how you got to where you are today. What have been the highlights of your career so far and how as a marketer, did you find yourself in the Agile space?
Melissa Reeve:
Well, thanks for asking. And I have to tell you, but just before the podcast my husband knocked on the door and he was all proud because we just got a new set of chickens and one of the chickens had laid its first egg. So that's been the highlight of my day so far, not necessarily the highlight of my career.
Sean Blake:
So you'll be having scrambled eggs and eggs on toast probably for the next few weeks now.
Melissa Reeve:
I think so. So back to the career, I really fell into marketing. My background was in Japanese literature and language. And I had anticipated this great career and international business in Asia. And then I moved out to the Navajo Indian Reservation and just pivoted. Found my way into marketing and found my way into Agile right around 2013 when I discovered that there was an Agile marketing manifesto. And that really was a changing point in terms of how I thought about marketing. Because up until that point, it really considered marketing in what's termed waterfall. Of course, marketers generally don't use the term waterfall.
Melissa Reeve:
But then I started to think about marketing in a different way. And when I came across Scaled Agile, it brought together so many elements of my career. The lean thinking that I'd studied when I studied in Japan and the lean manufacturing, it was Agile marketing that I'd discovered in 2013 and just education and technology have always been part of my career. So I really consider myself fortunate to have found Scaled Agile and found myself in the midst of scaling Agile into both enterprises, as well as marketing parts of the enterprise.
Sean Blake:
Oh wow, okay. And I noticed from your LinkedIn profile, you worked at some universities and colleges in the past. And I assume some of the teams, the marketing teams you've worked in, in the past have been quite large. What were some of those structures that you used to work in, in those marketing teams? And what were some of the challenges you faced?
Melissa Reeve:
Yes, well, the largest company was Motorola. And that was pretty early on in my career. So I don't think I can recall exactly what that team structure is. But I think in terms of the impediments with marketing, approvals has always been an issue. No matter if you're talking about a smaller organization or a larger organization, it seems like things have to go up the chain, get signed off, and then they come back down for execution. And inherent in that are delays and wait states and basically waste in the system.
Sean Blake:
Right. So, what is Agile marketing then and how does it seek to try and solve some of those problems?
Melissa Reeve:
Well, I'm glad you asked because there's a lot of confusion in the market around Agile marketing. And I can't tell you how many news articles I've read that say marketing should be Agile. And they're really talking about lowercase Agile, meaning marketing should be more nimble or be more responsive. But they're not really talking about capital-A Agile marketing, which is a way of working that has principles and practices behind it. And so that's one aspect where there's confusion around Agile marketing.
Melissa Reeve:
And then another aspect is really how big of a circle you're talking about. In the software side when someone mentions Agile, they're really talking about a smaller team and depending on who you talk to, it could be anywhere from five to 11 people in that Agile team. And you're talking about a series of teams of that size. So when you're talking about Agile marketing, you could be talking about an individual team.
Melissa Reeve:
But some people, when they're talking about Agile marketing, they're talking about a transformation and transforming that entire marketing organization into an Agile way of working. And of course, in the SAFe world, we're really talking about those marketing teams that might be adjacent to a SAFe implementation. So, I think it's a good question to ask and a good question to ask up front when you're having a conversation about Agile marketing.
Sean Blake:
Okay. Okay. And for those people that don't know much about SAFe, can you just explain, what's the difference between just having a marketing team now working in a capital-A Agile way, and what's the difference between an organization that is starting to adopt Scaled Agile? What's the difference-
Melissa Reeve:
Sure.
Sean Blake:
...between those?
Melissa Reeve:
Yeah. So what software organizations found is that Agile teams, so those groups of five to 11 people, that way of working works really well when you have a limited number of software developers when you started to get into the world's largest organizations. So I think of anybody on the Global 2000, they might have tens of thousands of software developers in their organization. And in order to leverage the benefits of Agile, you needed to have cadence and synchronization, not only within a team, but across multiple teams up into the program level and even the portfolio level.
Melissa Reeve:
And the same holds true with large marketing organizations. Imagine you're a CMO and you have 6,000 marketers underneath you. How are you supposed to get alignment to your vision, to your strategies that you're setting if you don't have a way of connecting strategy to execution. And so the Scaled Agile Framework is a way of taking those Agile practices across multiple teams and up into the highest levels of the organization so that we're all moving in a similar direction.
Sean Blake:
Okay. Okay, I think that makes sense. And from a software team's point of view, one of the benefits of Agile is that it helps teams become more customer focused. And many would argue, well, marketing has always been customer focused. But have you found in your experience that maybe that's not so true? And when marketing teams start to adopt Agile, they realize what it really means to become customer focused.
Melissa Reeve:
Yeah. I mean, you raised another great point because I think most marketers think that they're customer focused. Like many things in the world, the world is a relative place. So you can, in your mind, in theory, be thinking about the customer or you can be actually talking to the customer. So I just finished what I call the listening session. And it was during our hackathon, which is our version of an innovation, couple of days worth of innovation. So it was eight hours on a Zoom call with somebody South Africa. Just listening to her experience and listening to her go through one of our courses, slide by slide, by slide, explaining what her experience was at each step of the way.
Melissa Reeve:
So if you think about somebody who is sitting in a large enterprise, maybe has never met the customer, only knows the customer in theory, on one end of the spectrum. And you think about this listening session on the other end of the spectrum, you start to get an understanding of what we're talking about. Now, your question really pointed to the fact that in Agile practices, you're thinking about the customer every time. In theory, every time you write a story. So when you write a story, you write the story from the perspective of the customer. And I would just encourage all the marketers out there to know the customer personally. And I know that's not easy in these large organizations. It's sometimes hard to get face time with the customer, but if you aren't speaking directly to a customer, chances are you don't actually know the customer.
Melissa Reeve:
So find a way, talk to the sales folks, get on the phone with some of your customer service representatives. Go to a trade show, find a way to talk directly to the customer because you're going to uncover some nuances that'll pay dividends in your ability to satisfy the customer. And when you go to write that story again, it will be even more rich.
Sean Blake:
Oh, that's really good advice, Melissa. I remember from personal experience, some of these large companies that I've worked in, we would say, "Oh, this is what the customer wants." But we actually didn't know any customers by name. Some of us personally were customers, but it's not really the same thing as going out and listening to people and what did they find challenging about using that app or what do they actually want out of this product? So there's a huge difference, isn't there, between guessing what a customer might want or should want? And then what their day to day actually looks like, and what are the things that they struggle with? That's hugely important.
Sean Blake:
For someone who's in one of these big companies, they're in a marketing team, perhaps they don't have the power or the influence to say, "Okay, now we're going to do Agile marketing." What would your advice be for someone like that, who can see the upside of moving their teams in that direction, but they don't necessarily know where to start?
Melissa Reeve:
Well, there's a philosophy out there that says take what you can get. So if you are just one person who is advocating for Agile marketing, maybe that's what you can do is you can advocate. Maybe you can start building alliances within the organization, chatting casually to your coworkers, finding out if you have allies in other parts of the organization and start to build a groundswell type movement.
Melissa Reeve:
Maybe you can build your own personal Kanban board and start tracking your work through your own Kanban board. And through visualizing your work in that way, it's a little bit harder now that we're all remote, but should we get back into offices somebody could in theory, walk by your cubicle, see your Kanban board and ask about it. And now you might have two people using a Kanban board, three people. And really start to set the example through your mindset, through your behaviors, through your conversations in order to start getting some support.
Sean Blake:
Oh, that's really good. So be the change that you want to see in the organization.
Melissa Reeve:
Exactly.
Sean Blake:
Okay. Okay, that's really good. And when these companies are moving towards this way of working, and then they're looking to take the next level, let's say it starts in the software development teams and then say marketing is the next team to come on board. How does it then spread throughout the whole organization? Because I know from personal experience, if there's still that part of the organization that's working anti-Agile it actually still makes it really difficult for the Agile teams to get anything done. Because there's still the blockers and the processes and the approvals that you need to go through with those other teams. And I guess SAFe is the answer, right? But how do you start to scale up Agile throughout the whole organization?
Melissa Reeve:
Sure. And what you're talking about is really business agility, is taking the whole business and making the business Agile. And you pointed out something that's key to that, which is once you solve the bottleneck and the impediments in one area of the business, then it'll shift to another area of the business. So the advantage of business agility is that you're trying to keep those bottlenecks from forming or shifting. But what a bottleneck essentially does is it creates what we call a burning platform. So it creates a need for change. And that's actually what we're seeing in the marketing side is we've got these IT organizations, they're operating much more efficiently with the use of Agile and with the use of SAFe. And what's happening is the software teams are able to release things more quickly than the teams that are surrounding them, one of which could be marketing.
Melissa Reeve:
And so now marketing is incentivized to look at ways of changing. They're incentivized to take a look and say, "Well, maybe Agile is the answer for us." So let's just say that marketing jumps on board and all of a sudden they're cranking along, and except for that everything's getting stuck in legal. And so now legal has a case for change and the pressures on legal to adopt it. So there is a way to let it spread organically. Most transformation coaches will understand this phenomenon and probably encourage the organization to just go Agile all in, obviously not in a big bang kind of way, but gradually move in that direction so that we're not just constantly shifting bottlenecks.
Sean Blake:
Okay. Okay, that makes sense. And when these companies are trying to build business agility across the different functions, are there some mistakes that you see say pop up over and over again? And how can we avoid those when we are on this journey of business agility?
Melissa Reeve:
Yeah. So I feel like the most common mistake, at least the one that I see the most often in marketing, although I've seen it in software as well, is people thinking that the transformation is about processes or tools. So for example, in marketing, they might adopt a tool to "become more Agile." Maybe it's a Kanban visualization tool, or maybe they're being suggested to adopt another common ALM type tool. And so they adopt this tool and they learn how to use it, and they wonder why they're not seeing big improvements.
Melissa Reeve:
And it's because Agile at its heart is a human transformation. So we're really taking a look at in trying to change the way people think. One of the topics I speak on is the history of management theory. And while it sounds pretty dry, in reality, it's eye opening. Because you realize that a lot of the habits that we have today are rooted back in the 20th and 19th centuries. So they're rooted in assembly lines. They're rooted in French management theory, which advocated command and control.
Melissa Reeve:
They're rooted in classism. There was a management class and a laboring, and the management class knew the one best way of doing things. So more than a process, more than a tool, we're talking about transforming this legacy of management thinking into a way that's appropriate for today's workers. And I feel like that's the number one mistake that I see organizations making as they're moving into transforming to Agile, an Agile way of working.
Sean Blake:
Mm-hmm (affirmative). Okay. Yeah, that's really interesting. And it really is eye opening, is it? When you look at how the nine to five workday came about, because that's the time when the factories were open and all the history around how organizations are structured. And it's really important, I think, to challenge some of those things that we've done in the past that worked back in the industrial age. But now we're moving into the information age and into these times of digital transformation. It probably doesn't work for us anymore, does it, some of those things? Or do you think some of those things are still valuable now that we have distributed teams, a lot of people are working remotely? Are there any things that come to mind that you think actually we shouldn't get rid of that just yet?
Melissa Reeve:
Oh, I'm sure there are. John Kotter has presented in his book, Accelerate, this notion of a dual operating system. So that you have the network part of the organization, which moves fast and nimble like a startup and then you have the hierarchical part of the organization. And the hierarchy is very, very good at scaling things. It's a well oiled machine. You do need somebody to approve your expense report. You do need some policies and some guidelines, some guard rails. And so we're not actually saying abolish the hierarchy. And I do feel like that's part of this legacy system. But what we are saying is abolish some of the command and control, this notion that the management knows the one best way, because the knowledge worker oftentimes knows more than his or her manager.
Melissa Reeve:
It's just too hard for a manager to keep up with everything that is in the heads of the people who report to him or her. So that's a really big change and it was a change for me. And I think why I got so fascinated in this history of management theory is because I came across some notes from my college days. And I realized that I had been taught these historic management theories. I'd been taught Taylorism, which stems from 1911. And I realized, wow, there's a lot of undoing that I've had to do in order to adopt this Agile way of working.
Sean Blake:
Well, that's great. Yeah, that's really important, isn't it? I've heard you speak before about this concept of walk-up work, especially in the realm of marketing. But I suppose, well, firstly, I'd like to know what is walk-up work. Why is it so dangerous, not just for marketers, but for all teams? And how do we start to fight back against walk-up work?
Melissa Reeve:
Yeah. So, marketers in particular get bombarded with what I like to call walk-up work. And that's when an executive or even a peer literally walks up, so think again about the cubicle farm, and makes a request. So how that looks in the virtual world is the slack or the instant message, "Hey, would you mind?" One is that it results in a lot of context switching and there's time lost in that context switching. And then the other part is rarely do these requests come in well-defined or even with any sort of deadline detach. In marketing, it might look like, "Hey, can you create this graphic for this email I'm sending out?" So now you've left your poor graphic designer with this knowledge that here she has to make a graphic, but they don't really have any of the specs.
Melissa Reeve:
So it's very, very helpful to put these things into stories, to follow the Agile process, where you're taking that walk-up work to the product owner, where the product owner can work with you to define that story, keep the person who's doing the work on task, not making them context switch or do that. Get that story in that acceptance criteria very well defined and prioritized before that work then comes into the queue for the graphic designer. And this is an anti-pattern, whether you're talking about an organization of 50 or 5,000.
Melissa Reeve:
And what I've found is the hardest behavior to change is that of the executives. Because not only do they have walk-up work, but they have positional authority too. And it's implied that, that person will stop working on whatever they're working on and immediately jump to the walk-up work being defined by the executive. So I feel like it's really dangerous to the whole Agile ecosystem because it's context switching, it interrupts flow and introduces waste into the system. And your highest priority items might not being worked on.
Sean Blake:
Okay. So how many people do you have on your marketing team at Scaled Agile?
Melissa Reeve:
We're pretty small, still. We've got about somewhere in the 20s, 23, 25, give or take or few.
Sean Blake:
So how do you-
Melissa Reeve:
I think right now we're three Agile teams.
Sean Blake:
Three. Okay. So those 20 something is split into three Agile teams. And do they each have a product owner or how does the prioritization of marketing work in your teams?
Melissa Reeve:
Yeah, it's a good question. So we do have individual product owners for those three product teams. And what's fascinating is the product owners then also have to meet very regularly to make sure that the priorities stay aligned. Because like many marketing teams, we don't have specialized skill sets on each of those teams. So for the group of 23, we only have one copywriter. For the group of 23, we have two graphic designers. So it's not like each team has its own graphic designer or its own copywriter.
Sean Blake:
Yes.
Melissa Reeve:
So that means the three POs have to get together and decide the priorities, the joint priorities for the copywriter, the joint priorities for those graphic designers. And I think it's working. I mean, it's not without its hiccups, but I think it's the role of the PO and it's an important role.
Sean Blake:
So how do you avoid the temptation to come to these teams and say, "Drop what you're doing, there's something new that we all need to work on?" Do you find that challenging as an executive yourself to really let the teams be autonomous and self-organizing?
Melissa Reeve:
Yeah, I think the biggest favor we've done to the teams is really, I don't want to say banned walk-up work, but the first thing we did is we defined it. And we said, "Walk-up work is anything that's going to take you more than two hours and that was not part of iteration planning." And iteration is only two weeks. And so, in theory, you've done it within the past 10 days. So if it wasn't part of that and you can't push it off to the next iteration planning, and there's a sense of urgency, then it's walk-up work.
Melissa Reeve:
And we've got the teams to a point where they are in the habit of then calling in the PO and saying, "Hey, would you mind going talking to so and so, and getting this defined and helping me understand where this fits in the priority order." And really that was the biggest hurdle because as marketers, I think a lot of us want to say yes if somebody approaches us with work. But what's happened is people have, myself included, stopped approaching the copywriters, stopped approaching the graphic designer with work. I just know, go to the PO.
Sean Blake:
That's good. So it's an extra line of defense for the team so they can continue to focus on their priorities and what they were already working on without being distracted by these new ideas and new priorities.
Melissa Reeve:
Yes. And in fact, I think we, in this last PI reduced walk-up work from 23% down to 11%. So we're not a 100%. And I don't know if we'll ever get to be a 100%, but we're certainly seeing progress in that direction.
Sean Blake:
Oh, that's really good. Really good. And so your marketing teams are working in an Agile way. Do you feel that across the board, not only within your organization, but also just more generally, are you seeing that Agile is being adopted by non-technical teams, so marketing, legal, finance? Are these sort of non-technical teams adopting Agile at a faster rate, or do you feel like it's still going to take some years to get the message out there?
Melissa Reeve:
Yeah. And I guess my question to you would be, a faster rate than what?
Sean Blake:
Good question. I suppose what I'm asking is, do you feel like this is a trend that non-technical teams are adopting Agile or is it something that really is in its infancy and hasn't really caught on yet, especially amongst Scaled Agile customers or people that you're connected to in the Agile industry?
Melissa Reeve:
I would say yes. Yes, it's a trend. And yes, people are doing it. And yes, it's in its infancy.
Sean Blake:
So, yes?
Melissa Reeve:
Yeah. So all of those combined, and I'm not going to kid you, I mean, this is new stuff. In fact, as part of that listening session I mentioned and we were talking about all these different parts of the business. And there was mentioned that the Scaled Agile Framework is the guidance to these teams, to HR, to legal, to marketing could be more robust. And the answer is absolutely. And the reason is because we're still learning ourselves. This is brand new territory that we're cutting our teeth on. My guess is that it'll take us several years, I don't know how many several is, to start learning, figuring out how this looks and really implementing it.
Melissa Reeve:
Now, my hope is that we'll get to a point where Agile is across the organization, that it's been adapted to the different environments. When I've seen it and when I've thought through things like Agile HR, Agile Legal, Agile procurement, the underpinnings seem to be solid. We can even things like the continuous delivery pipeline of DevOps. When I think about marketing and I think about automation. And I think about artificial intelligence, yeah, I can see that in marketing and I can see the need for this to unfold, but will it take us a while to figure out that nuance? Absolutely.
Sean Blake:
Okay. And can you see any other trends more broadly happening in the Agile space? You know, if we're to look forward, say 10 years, a decade into the future, what does the way of working look like? Are we all still remote or how are team's going to approach digital transformations in 10 years time? What's your perspective on the future?
Melissa Reeve:
Yeah, I mean, sometimes to look to the future I like to look to the past. And in this case I might look 10 or 12 years to the past. And 12 years ago, I was getting my very first iPhone. I remember that it was 2007, 2008. And you think about what a seismic shift that was in terms of our behavior and social media and connecting and having this computer in our hand. So I ask myself, what seismic shift lies ahead? And certainly COVID has been an accelerant to some of these shifts. I ask myself, will I be on airplanes as frequently as I was in the past? Or have we all become so accustomed to Zoom meetings that we realized there's power there. And we don't necessarily need to get on an airplane to get the value.
Melissa Reeve:
Now, as it pertains to Agile, I feel like in 10 years we won't be calling it Agile. I feel like it will look something more like a continuous learning organization or responsive organization. Agile refers to a very specific set of practices. And as that new mindset, well, the practices and the principles and the mindset, and as that new mindset takes hold and becomes the norm, then will we be calling it Agile? Or will it just be the way that people are working? My guess is it'll start to be moving toward the latter.
Sean Blake:
Well, let's hope that it becomes the normal, right? I mean that it would be great to have more transparency, more cross functional work, less walk-up work and more business agility across the board, wouldn't it? I think it would be great if that becomes the new normal.
Melissa Reeve:
Yeah, me too. Yeah. And I think, we don't call the way we manage people. We don't say, "Oh, that's Taylorism. Are you going to be practicing Taylorism? It's just the way we've either learned through school or learned from our bosses how to manage people. And that's my hope for Agile, is that we won't be calling it this thing. It's just the way we do things around here.
Sean Blake:
Great. Well, Melissa, I think we'll leave it there. I really enjoyed our conversation, especially as a marketer myself. It's great to hear your insight into the industry. And everything we've discussed today has been really, really eyeopening for me. So thank you so much for sharing that with me and with our audience. And we hope to have you on the podcast again, in the future.
Melissa Reeve:
Sean, it's been such a pleasure and I'd be happy to come back anytime.
Sean Blake:
Great. Thanks so much.
Melissa Reeve:
Thank you.
- Podcast
Easy Agile Podcast Ep.11 Dave Elkan & Nick Muldoon on building Easy Agile
On this episode of The Easy Agile Podcast, join Nick Muldoon and Dave Elkan, Co-CEO's and Co Founders of Easy Agile. As they look forward to the next phase of growth for the company, they wanted to take this opportunity to reflect on their journey so far.
Nick and Dave talk growing a start-up in regional Australia, finding the right people, sustaining a positive team culture and the importance of having values driven teams."Our purpose is to help teams be agile and in doing that, we're doing that for ourselves, we're constantly trying to learn and adapt and experiment with new things. I hope that was a useful little tidbit and journey from Dave and I on how we got Easy Agile to this point."
- Nick Muldoon, Co-CEO, Easy Agile
"There's these funny little hacks and analogies and I think that's a longterm vision thing. If you are running a business which doesn't have that longterm vision and purpose, then you can go actually in multiple directions at once, and you're not going to make any progress."
- Dave Elkan, Co-CEO, Easy Agile
Be sure to subscribe, enjoy the episode 🎧
Transcript
Nick Muldoon:
Good day, folks. Nick Muldoon with co-founder, co-CEO of Easy Agile, Dave Elkan. Before we kick off, we'd just like to do an acknowledgement to the traditional custodians of the land on which we broadcast and record today, the Wodiwodi people of the Dharawal Nation. We pay our respects to elders, past and present, and extend that same respect to any of our aboriginal folks that are listening today.
Nick Muldoon:
Dave, just a bit of a reflection on five and a half years of business?
Dave Elkan:
Business? Yeah, a rollercoaster. It's been great fun.
Nick Muldoon:
It is a rollercoaster, isn't it? I guess, where's the best place to start? The best place to start is at the start.
Dave Elkan:
Yeah, I mean we can go before the start. There's always a good prequel. We can do a prequel episode later, I guess. But I guess the earliest I remember working with you, Nick, was at Level 15 at Kent Street, at Atlassian. There was this redheaded guy down the one end of the building, working on Atlassian GreenHopper and I was busy working on the Kick-Ass team at the time, building the new issue navigator, which is now the old issue navigator, back in 2011. And then you screwed off to San Francisco and I followed eventually, and then we hung out there for a while, didn't we?
Nick Muldoon:
Yeah, I remember that because we sat down, I was back to get married, and we sat down and had a coffee and a yarn about you and Rin relocating to San Francisco and how it had been for Liz and I, and what the process was like and all that sort of stuff.
Dave Elkan:
That's a great opportunity to acknowledge our lives in this amazing journey as well and if it wasn't for those, we probably wouldn't have gone to San Francisco in the first place, because a large part of the promotion of going overseas and doing that for me anyway, and for yourself, I'm pretty sure.
Nick Muldoon:
Yeah. Well, Liz was this big conversation of go overseas and experience something new and I was quite comfortable in Sydney and enjoying my role with product management at Atlassian, but it was really a push to try and experience and do something a bit different.
Dave Elkan:
Absolutely, same here. And you were there for over four years, in San Francisco, and I was there for three. But you came home, you got married, and I just grabbed you for a coffee and we sat there in Martin Place and had a chat, and you said, "Yeah, it's great. Come over, you can stay with me for two weeks." And I'm like, "Oh, I barely know you."
Nick Muldoon:Yeah, but it was so much. I mean, even not knowing Liz or I, it was way better than the alternative. So for folks listening in, the Atlassian apartment, at the time, was in a fairly rough part of The Tenderloin in San Francisco, and it probably wasn't the greatest introduction if someone was relocating to San Francisco.
Dave Elkan:
No. But to cut a long story, there's a lot of good stories here I'm sure we can tell one day, but eventually, we both had daughters in San Francisco and we wanted to be home and closer to family. Then we came home to Sydney and found that the traffic is 20% worse or 50% worse than when we left and we were uprooted. So once you've been uprooted, you've got to plant yourself back somewhere and it's quite easy to change at that point, and you've chosen to go outside of Sydney.
Nick Muldoon:
Yeah, this Wollongong regional lifestyle.
Dave Elkan:
Yeah, where you can have a full block of land to yourself without breaking the bank and you can, relatively speaking, like times have changed a bit in that space, but since then, that's what we were chasing, wasn't it? And we looked at Newcastle, and-
Nick Muldoon:
Looked at Newcastle, looked at Brisbane, Adelaide, we even went through Wagga Wagga. We had the most amazing Indian meal in Wagga Wagga, we were almost like, "This is the place. If we can get food like this in Wagga, we're sweet." Bit too cold, but we ended up settling on Wollongong, in large part because of the proximity to the beach and the Early Start Discovery Space for the kids and just a pretty cool, chill place to raise a family. There are aspects of it as well, I think, that really reminded Liz and I of San Francisco. We used to go to the farmers market down at the Ferry Building a lot on a Saturday morning, and we found the farmers market on a Friday in Wollongong on Crown Street North, so there were these similarities to kind of enable us to transfer from one city to the other fairly easily.
Dave Elkan:
Yeah. It's a pretty easy place to live and to be. The way I like turn it, is it's just far enough away from Sydney.
Nick Muldoon:
Yeah, a nice little national park in between.
Dave Elkan:
That's right, it can't really encroach on us, it's not allowed. You can't build there so you're always going to have that buffer. But I do remember going back to Sydney for a niece's birthday and having been charged $9 an hour for parking at the beach, considering you don't even have a parking sticker anymore because I wasn't a resident, and I was like, "Wow, it's really expensive." But for anyone coming to Wollongong or the other way, you can park for free at the beach. That's just kind of like a good litmus test of the difference that we're talking about here.
Nick Muldoon:
Mm-hmm (affirmative). Yeah, I guess this regional life, like we didn't really have a tech industry here. We come from Sydney where, 10 years ago, there was this emerging tech scene and SydJS, SydCSS, other meetups up there, and in San Francisco we were thrust right in the middle of it. I remember, we were chatting the other week about a meetup where we met, the Ruby Creator at a Heroku meetup, I think it was, and a session on [detrace 00:06:17] at that company that's gone bust now, whose name I can't even remember, but we were in the heart of all the meetups in San Francisco. Then in Wollongong, there was none of it, and so it was like a question of what could we do to build a community here as well, try and meet other like minded folks?
Dave Elkan:
Yeah, it was definitely that desire, wasn't there? And we set out to do that, and I think it was Rin who termed it Siligong. I remember we were actually talking about Siligong Valley before we actually left, and we just decided to make that the name of the community. I was actually looking back on my old emails the other day and I was like, "Oh, we actually talked about Siligong before being in Wollongong," so that's pretty cool.
Nick Muldoon:
I remember early days because I think you and Rin returned on flight with [Umi 00:07:08], and Umi was six or eight weeks old.
Dave Elkan:
Yeah, October.
Nick Muldoon:
If I'm not mistaken, I dropped you at your mom's place so that you could catch up with your mom and Ken and that was kind of like home base. And it was a couple of months after that or something, where we finally had you down here. I think you stayed with Liz and I when you came down here-
Dave Elkan:
Yeah, again for two weeks.
Nick Muldoon:
... for another couple of weeks, and we were really talking about the genesis of what was, at the time, what was termed Arijea Products, and a brand that we never ended up sticking with. What do you remember about those early days and trying to get the business off the ground?
Dave Elkan:
Actually, come to think of it, you were staying in, not Coniston, [Carmila 00:07:59], it was actually less than two weeks because we all had little kids and it was just a bit crazy. So I think Rin and I organized... we came down and did inspections and we stayed with you whilst we're doing that, and then we were able to secure a place in Fairy Meadow and we moved down, so we were going back and forth a bit at that point. And then it was this six months of just literally... I didn't have a bike, I just walked to work, which is super new to me. I've always caught the bus or ridden my bike.
Dave Elkan:
Some of you may know I've never commuted to work and I hopefully will never have to do that, and we've engineered our lives around that kind of concept. But I think that it was really great, I was just living within two kilometers' walk of work, and that was for at least the first six months until I moved to Balgownie, but it was great time of my life and we had a brand new baby and just concentrating on the business, trying to [crosstalk 00:09:00]-
Nick Muldoon:
I remember, we really didn't have much of an idea of what we were doing in early days. We chased down one area and we said, "No, that's not appropriate," and then we kind of turned our attention to something else.
Dave Elkan:
Yeah. We were chasing our tails a little bit. We, at one point, had five products with two people.
Nick Muldoon:
That's right.
Dave Elkan:
I think that, that's too much, but with good conversations with the fellows around us at IXI, that we were able to have... like they were asking good questions and I remember Rob and Nathan asking us, "What is it you're good at?" And I think it was Rin, was like, "Okay, you've got this app idea, who're you going to market it to? Look at your networks." And it was, all those arrows started pointing towards Agile.
Nick Muldoon:
Yeah, I think it was this idea that Rin had like, "You can build it and they will come, or you can figure out your go-to market and your distribution piece, and what's the audience that you've already got, and how do you leverage the audience that you've already got in Agile Software Development to kind of seed and build that audience, and get some momentum?" And that's what really kicked us along and got us going. If I'm not mistaken, I think we'd actually... not that we had a lot of outgoings, but I think we were actually break-even by June of 2016, and it was kind of like this, "Hurray," moment because we were not going to have to get on the train and commute to Sydney for working at Atlassian or something like that. We'd found product-market fit and we could kind of pursue and go to the next stage.
Dave Elkan:
That's right, yeah. There's a lot in that story as well, like how we found product-market fit and the steps towards that and lots of learnings from that time as well, which is great to share eventually, I guess, but we might go down a rabbit hole if we jump into that one. But I certainly do remember good considered conversations that were held by lamingtons and tea in the Mike Codd building at the Innovation Campus at University of Wollongong, where we started. And that was really just a time to... it felt different to my prior, at the time 15 years of experience, where you actually, it's okay to stop and talk and think about what you're doing, whereas in the past, it's just been, "Go, go, go, build this thing." And it's like, "Oh, okay," so that was really refreshing for me and I think that, that was a really good step in opening up what became the story map, which was our first really successful product.
Nick Muldoon:
Mm-hmm (affirmative). You mentioned the lamingtons and tea, it was probably at least 50% of our time getting the business off the ground, was lamingtons and tea. It was chatting about stuff, it wasn't writing code, we didn't have customers to speak of. It was really trying to figure out what sort of market did we want to pursue, what solutions did we want to provide and what sort of business did we want to create? That was a large part of our time getting it off the ground.
Dave Elkan:
Absolutely. And for those listeners out there who don't know what a lamington is, it's actually a delicious piece of sponge cake dipped in chocolate sauce and then coconut, shredded coconut, so I know you can buy them in US, we actually did that at Atlassian and they were a huge success, especially because they had cream inside them as well, so real good for a cup of tea or coffee, whatever you take. But the thing is that it's a good idea to sit down with a co-founder and talk a lot more than you type, that's the kind of rule I took out of that.
Nick Muldoon:
It's interesting because it was kind of like that approach to talking instead of typing that was kind of like the genesis of one of our values, this engaged system, too. And I don't think you'd read Kahneman's book at that time, and that was something that came later, but even just this idea of, "Now, let's just take the time to think and process this sort of stuff," and the context [crosstalk 00:13:09]-
Dave Elkan:
No, I do remember. Sorry, yeah. I did a presentation at Lansing Summit in 2017 on Engaged System too.
Nick Muldoon:
16 or 17?
Dave Elkan:
16 or 17, I can't remember which one it is.
Nick Muldoon:
'16 because you went to Barcelona in '16.
Dave Elkan:
Barcelona, and that's what I did there, wasn't it? Yeah, so that was early on that I read Thinking, Fast and Slow, which I highly recommend.
Nick Muldoon:
And the context around this, for folks listening; in mid 2016, Dave had a nine month old daughter. My daughter was two years old and I had a newborn and you were to have... your number two was on the way, right? So we were building a business as we were starting and establishing our families as well, so it was, "Let's do it all," in a new city. Like, "Let's do it all at once."
Dave Elkan:
Yeah, you might as well, right? Just bite it all off and rip the Band-Aid off and get it done. I mean, my daughters were only 18 months apart, so that kind of... just get it over and done with. Get the hard part done and then you can go and enjoy yourself afterwards, just kidding. It's great to have lots of kids at a young age, like I really do miss that time. But yeah, we were pretty crazy, but we got through.
Nick Muldoon:
It gave us a constraint as well, didn't it? Because we couldn't burn the midnight oil, we couldn't flog ourselves from 05:00 AM to midnight because we simply did not have the energy and we had to get kids fed and bathed and off to bed and all that sort of stuff. So it brought a cadence and now that I reflect on that, there was another value that was kind of coming out of that, which was with respect to our balance and establishing balance in our lives.
Dave Elkan:
Yeah I do remember, sorry to interrupt, a tweet idea, I can probably dig it up, which was me hanging out cloth nappies or diapers on... it must've been, it was in Balgownie so that must've been after six months. But I was hanging out nappies and I must've been working from home that day or something like that, but that was just like me balancing life like that, with work. And I think it came back with like work, life, family balance or something like that. We would expand that to work life, family, community balance, is what we try and chase.
Nick Muldoon:
Mm-hmm (affirmative). How did we get on this journey around the values and kind of establishing the values? When was that in the life of the business?
Dave Elkan:
I can remember the place we were in, we were actually in our Crown Street office when we really sat down and really hunkered down into that, so that would've been 2018.
Nick Muldoon:
I think in November 2018, we held our first advanced Easy Agile, and that's where you ran the session, "What got us here won't get us there." And so at that point in time, we had the two products, we had Easy Agile User Story Maps and Easy Agile Roadmaps, and we had changed our brand from Arijea Products to Easy Agile, to kind of focus our energy on the Agile space. We divested the other three products that weren't focused on Agile, so we'd sold those off to another Atlassian Solution marketplace partner. I think that's where we started having these conversations around the next evolution of the growth of the business. Then it was in 2019 where we were back in Crown Street, back in the office, where we were having that conversation about codifying, establishing, writing down our values.
Dave Elkan:
That's right, and it's a highly valuable process to go through and to really just pause on the day to day, and really focus on it. That's something I've always had trouble with, like I've always got things to do, but once you just extract yourself from that process and zoom out and look at the company and what you've come up and what you hold dear, that's when you can really start having those conversations, but making it an actual thing. I think that you can't just do it on the side, you can't just do it as well as other things, it's really got to be like the priority as I like to say. Priority is not a plural, it doesn't make any sense if it's pluralized, but that should be the one thing you do in an ideal circumstance, like you just do it and really focus on it, because it's really hard.
Dave Elkan:
And it shouldn't, I guess not in one sitting, but at least when you do it, make it a serious thing because if they're real values and you live them, like they just are pretty immutable, they just keep moving forward with you. If you found you're not living them, then you should absolutely revisit them, but we've been lucky enough in that the values we put forward have stayed true and I really feel like, of all the companies I've worked at, even Atlassian, like these ones I've lived every day in very distinct ways.
Nick Muldoon:
Mm-hmm (affirmative). So what are the values we've got? We've talked about better with balance, and we talked about that a little bit. We also talked about engaged System 2 like this System 2 thinking. What are our values?
Dave Elkan:
Be the customer, give back, and [crosstalk 00:18:30]-
Nick Muldoon:
[crosstalk 00:18:30] was a big one, and commit to team. So better with balance, give back, be the customer, punch above our weight, Engaged System 2 and commit as a team. Go back to the conversation that we were having in 2017 around give back, that was something that was really System 2. How did we think about giving back to the community and what that meant to us as a company?
Dave Elkan:
I think it goes back to what you said before about the community in San Francisco we experienced and what we did here with Siligon and just making that a focal point for us to give back to the community. It doesn't build itself, like the community has to be actively built by somebody has to put their hand up and start it, and I think we did that. Since then, like we've enabled heaps of other people to be able to give back in a really easy kind of way like, "Let's host a meetup," "That's fine, here's our framework to go build that on." And also just the daily communication we have amongst each other on our Siligon Slack, which is just super valuable.
Nick Muldoon:
Super active, too.Dave Elkan:
Oh, super active, especially in lockdown, lots of people on there talking about all sorts of things.
Nick Muldoon:
I think maybe one of the other things, so Dave and I experienced this at Atlassian, which was this idea of the Pledge 1%, but in our first or second year of Easy Agile, Atlassian along with Salesforce and a bunch of other companies came together to actually codify and build the foundation around Pledge 1% and ask other companies to commit to that. And we made that commitment in 2017 if I'm not mistaken, to do Pledge 1% donations and now, where I guess we're kind of doing Pledge 2% donations, but what was the drive behind our Pledge 1% to Room to Read?
Dave Elkan:
It's in part laziness, because I really want a system to these kinds of things and unfortunately, when you're starting a business it's hard to dedicate the time and to think about that. So I took the easy System 1 option, which is to go with what we experienced at Atlassian, which was to back Room to Read, which is a great initiative to help ensure that young ladies, specifically in third world countries, get at least a higher education, get out of primary school, get into high school, and once they've gotten to that point, it's far more likely they're going to be independent. And with that kind of thing, like that investment, it's like restarting at the beginning and enabling countries and people to help themselves. If they're educated, that's a huge step in the right direction to both fighting overpopulation, climate change, all these things which benefit from those people doing well in life.
Nick Muldoon:
Mm-hmm (affirmative). Yeah, continually improving their lot in life, right? Like raising standards of living through education.
Dave Elkan:
That's right.
Nick Muldoon:
And if we think about punching above our weight as one of these other things, I mean I remember that was something that we talked about before we wrote down our values, that was something that we really did focus a lot of energy on. You mentioned before, there were two of us and we had five products in the marketplace. I'm not exactly sure that was a great example of punching above our weight, because we might've struggled a bit, but what are some examples of where we've punched above our weight as a small team from regional Australia?
Dave Elkan:
One of our products that we built initially was really a bit of a thorn in my side, it was continually breaking and it wasn't playing to my strengths, which is traditionally front end development. So after that and getting burned by that and having to stay up all night and fix it, I opted towards apps which are more front end focused, and so we've built Easy Agile User Story Maps and Easy Agile programs and Easy Agile Roadmaps primarily as front end apps. As a matter of fact, Easy Agile Roadmaps, for the first two years, didn't even have a server, it was just a static file in a bucket in CloudFront. That's the way Atlassian Connect works, it allows you to host apps that way, and that really can't break, it's just providing a different view on Jira in essence, but architecturally, it's quite simple. So therefore, we could easily... that was a way of punching above our weight, which also allows better rebalance, so they're kind of complimentary in that respect. What other ideas [crosstalk 00:23:24]-
Nick Muldoon:
Yeah, if not much can go wrong, then you don't have to be on call, and you don't have to fix things out of hours, so you don't wake up blurry eyed and fat finger and have a bug the next day that compounds the problem.
Dave Elkan:
And if you take the analogy too far, like you could think punch above your weight is like being able to punch someone really hard and then knock them over, but this is more like just definitely, you're running around the big [fur 00:23:44]. You're not even engaging in babble, you're just sidestepping it. That's why we've run those products, and until recently, we actually do have servers now for them, and once again, it's still very simple, but they're very well monitored so if something does go wrong, that we're on top of that.
Nick Muldoon:
I think one of the other aspects with respect to technology in punch above our weight, is we've quite often... I think maybe you mentioned before, with respect to Room to Read and the give back, the laziness, but we are lazy in certain respects and we just want to automate things. And I remember the XKCD comic that you share, with what is the right time to automate something and when do you automate it to get the return on investment that you want? But I feel like we've made some fairly good decisions around when to automate things and even around how we provide customer support or the old test and deploy, toying around with products, we've done these things at pretty good times so that we can deliver products to a global audience of a couple of thousand customers, from Wollongong out of timezone with those customers.
Dave Elkan:
Yeah. It's also being ahead of the curve as well, so I think Inception Week, which is something we do every fifth week now, we give up one week to provide the team with the space to explore new things. Amazing things have come out of that, which otherwise, if you would just week to week, week to week, you would never actually realize, but when it comes to mind is our dev container, which is a docket container which contains all of the parts which are required to develop our apps. So you just check out this one repository, run a script and it sets up your entire develop environment. It's a great way for the team to share the tools that help them punch above their weight, so it's a huge punch above our weight thing and that came out of Inception Week. So I think Inception Week's a punch above thing, and also the dev container's a huge punch above thing.
Dave Elkan:
We used to have so many problems with individual versions of this or that on everyone's computer, and now that's just all gone, it's never happening again, it's never come back to bite us since, and I think it's an overwhelming success. Sure, it does need an all new RAM and all new CPU, but it does... we'll get there, like it's going to get better.Nick Muldoon:
RAM and CPU are cheap, it's okay.
Dave Elkan:
You can never get time back, right?
Nick Muldoon:
Yeah, absolutely. So when we think about these things, how intentional do you think we were around the values in our approach to building and scaling a company versus things that just kind of happened?
Dave Elkan:
For a large part of the starting of the business, there was a lot of, "Just get it done," kind of mentality stuff, which has to happen. However, I want to hop back to when we started, everything was chaos. I remember this, early 2018, mid 2018, we'd come in on Monday, go, "What are we doing today? What's this week? Let's look at the backlog and have a look." And there was no forethought whatsoever.
Nick Muldoon:
And we'd kick a couple of things off the backlog and we'd just work through on that weekend. That was it, right?
Dave Elkan:
Yeah, pretty much. And so you proposed the idea, it was at the beginning of the year, it must've been 2018. Was it 2019? Either way, let's just do one week on clarity, which is our internal CI room, essentially, and just knock out a bunch of products and problems. That was the first time we started really focusing, because since we had so many products, I think we actually might've sold them by now at this point. Yeah, I think we definitely had. However [crosstalk 00:27:28]-
Nick Muldoon:
But we still had Roadmaps, Story Maps, Clarity Week, EACS, like we had other internal systems that we used and the team was actually growing beyond Dave and me, and it was growing. There was Jared and Satvik and Rob, and so the team was growing at that point in time as well. So it gave us the opportunity to put a number of people onto one problem for a period of time, like a week.
Dave Elkan:
That's right, and from that came this idea of focus, and we started doing focused sprints, so product focus sprints, which highlighted another terrible problem of run over, if you did run over in your estimates, then you would have to come back like in nine weeks or something and it was just [diabolical 00:28:12].
Nick Muldoon:That's right.
Dave Elkan:
So we dropped [crosstalk 00:28:14]-
Nick Muldoon:
What did we do? We did two weeks on Story Maps, two weeks on Roadmaps, two weeks on internal systems, two weeks on something and then one week on Inception Week?
Dave Elkan:
Inception Week. Yeah, I think [crosstalk 00:28:26]-
Nick Muldoon:
I can't even remember now, what that other thing was.
Dave Elkan:
It was nine weeks in total, wasn't it?
Nick Muldoon:
Yeah.
Dave Elkan:
[crosstalk 00:28:31] Roadmaps-
Nick Muldoon:
If you missed it and you didn't ship it, then we went onto the next product and moved that forward, and then we'd come back to it.
Dave Elkan:
In ages away. And it was super stressful for the team and we quickly destroyed that, the week we went with a more flexible approach to it, where we dropped the hard mandate of you have to exchange products now, we let them run over a bit and then we'd adjust the story points to the next one, blah, blah, blah. And then eventually, I'm scratching my memory, but essentially, we got to a point where we introduced opportunities, which was based loosely on Shape Up by Basecamp and we took a bunch of things from that, but most things of that didn't really gel with our way of working and our values.
Nick Muldoon:
I mean that whole opportunity cycle, we've evolved three or four times now.
Dave Elkan:
And they were ideally just two or four weeks of work, and then we'd do Inception Week and Tech Debt week, and we have a dedicated Tech Debt week as a mandate. We dropped that since, and we've got to now we have four weeks of work, which includes Tech Debt and then we have Inception Week, and that's kind of cool, right? Like we still have this mandate of Inception week, not Tech Debt week. That's the last thing; I feel like the mandates... because it's like kick starting your motorbike, you've got to really give a good kick and that's essentially what we've been trying to do over the last three years, is like get this thing running. I think we've-Nick Muldoon:
Built momentum.
Dave Elkan:
The engine is now running... yeah. The engine is now running and we're pulling the clutch out. It's just that the mandates slowly fall away and the team finds their own way, but I still feel that, that cycle is the most important thing, that five weeks where we stop, everyone knows what's happening. Because if it just runs off into the future forever, you can't compute that in your mind, but you can see forward five weeks and go, "I'm going to plan this work, it's not going to be done to a Nth degree because that's kind of a bit weird," it's just like, "Let's try and achieve this and let's bite off one bit at a time." Then we have a break with Inception Week, let our creative juices flow and then we'll come back to it the next round.
Nick Muldoon:
Right, so I have to call timeout here. So this is a sidebar for everyone listening at home; Dave just used this analogy of kick starting the motorcycle and then pulling the clutch out. So one of the things that Dave does tremendously well, is he grabs these analogies and he uses these analogies to simplify what I otherwise feel can be fairly complex kind of concepts, and simplify them and communicate them really nicely. That's not one I've heard before but there's a new one we can add to the repertoire, Dave. I love it.
Dave Elkan:
Thanks, mate.
Nick Muldoon:
What other sorts of things? Because I guess we're charting this journey over five and a half years, where it's gone from Dave and Nick and the addition of Satvik and Teagan and Jared and Rob and Brad, and a few people over time, to the point today where we are 27, 28 people. What are some of the other markers along the way, that we've kind of gone through, that have shifted or evolved how we operate? Like the Easy Agile operating system that we've talked about in the past.
Dave Elkan:
Well, it's something that we've just discussed in the execution kind of level. Obviously, every six months, everything just goes and explodes and you have to fix it, like there's always some major thing that happens every six months, and I feel like that's good and that's healthy, and that continue to run into those things. Either they're internal or external and I feel like we're dealing with an external one right now, which I don't really want to touch in this podcast, but I think that they're healthy for the business to adapt to. But certainly, I think in that time, like really understanding that it's the people that count, right?
Dave Elkan:
The business is in there, like it's a thing, but it's nothing without the people who worked for it, and it's in service of the people who work here, as well as the customers. And so that's something we've come out of it. What do you think, Nick? Like the cultural aspects of what we've built, what do you think stands out to you?
Nick Muldoon:
I certainly think there's these inflection points. I mean, I remember a conversation with Jared when we were in Crown Street Mall, and it was in 2019 and we were talking with the team around the kitchen table there, and we could get eight people around this kitchen table and we were talking about growing the team to take advantage of the opportunity and responding to requests from customers and all that sort of stuff. I think Jared said, "Well, I quite like it the way it is."
Nick Muldoon:
And then I fast forward to an interview with Jared, which went into the five year video that we saw just before Christmas and that was around his trajectory and how he's evolved and adapted professionally and personally along with the company. I think that's the story for all of us as team members, we've all kind of been on a journey together and we're all learning and adapting together. We do live, in many respects, we do live this Agile approach where we do reflect and we take the time and we think and we experiment with new approaches to getting work done.
Nick Muldoon:
Even, I think... and we've been talking about this a bit recently with respect to pace, that first version of our learning and development program, where we wanted to provide funding for people to go and pursue something that they wanted to learn about. But we got that out, "Hey, that was a morning's worth of work," we put out an L&D, people started using the L&D program, and we called it our Version one of our L&D program, and today we're on Version, I don't know, 1.4 or whatever it is, of our L&D program. There's a lot of things that have gone out and we tweak and we improve them over time to make them ever better and better suited, perhaps, to the current state of play within the team. Is that fair?
Dave Elkan:
Yeah, it is. It is, and I think that; A, I've never worked at a business who has anything like that, and where they actively encourage you to use it, spend the money, make yourself better. If you make yourself better, the team will get better, if the team gets better, the customers get better outcomes, and the company continues to improve, and it will be probably a better place for you to work in the future. So it's really a holistic kind of perspective, rather than, not narrow minded, but myopic or focused on just output. It's outcomes of output and I think that could be another value of ours, if we were to have seven, it'd be outcomes over output. So really stopping, having that permission to stop and think, and system to it and think about what it is you're trying to achieve, rather than just blindly doing stuff.
Dave Elkan:So from a developer's perspective, the fastest code is the code that doesn't exist, and so if you can do something differently, which doesn't require 100 steps or just decide, "Hey, this is really tricky right now, this bit of code we're trying to work on or this feature is really hard. Can we just delete the feature?" And we did it on notice, I know that sounds pretty bold, but quite honestly, that kind of discussion is really healthy to have. I want to encourage the team to think that way and I think that learning development is also something you can do to bring people into it, look at their trajectory as a way of gauging their abilities, and giving them really... throwing fuel on the fire in that respect and seeing them ramp up in their ability, and help those around them.
Nick Muldoon:
Yeah, so take us through that, because that's something that we definitely talked about a few times, like when we've been looking at candidates and in a hiring huddle around candidates, we've talked about those that are on a certain trajectory and that we think that we can accelerate that trajectory. Where did that come from?
Dave Elkan:
Where do thoughts come from? I'm not sure, that's a good question. I couldn't tell you, but I think it's pretty obvious when you look at someone's CV and you see... now, there's nothing wrong with people who have long tenured positions, but if you talk to someone and they can't really say what they've done in the last 10 years and they've donned that one position for 10 years and they haven't really got anything striking they can tell about how they've made that better, that kind of says a lot about that person. Maybe they would come in and they'd just coast... they're a coaster, right? If they're coasting, that's fine, it's their call, but at the same time, we look for people who are actively trying to make their impact bigger through their work, help those around them. And you can see that, you can see, "Oh, look. They've been at the same company, that's fine, but they've gone and done these different roles or they've seen this kind of improvement in their approach."
Nick Muldoon:
This comes back down to that article, that Financial Review article, the mid-career annuity, so this was an article that we must've been kicking around in 2016, 2017, and it was around a Japanese term, mid-career annuity. You could have 20 years of experience in a role or you could have 20 first years of experience, and I think early on, and maybe it still occurs these days, I think it probably does, but it felt like we were getting 20 quarters of experience. Over that five year period, there was always some big, new challenge that we needed to learn and adapt and incorporate into the business over the first five years. So we were always learning and adapting, and we wanted folks that were on a similar journey and they were learning and incorporating and adapting and experimenting themselves.
Dave Elkan:
Yeah, it's something definitely, that can be learned, and I think that if you bring on new stars, they can just get that, this is what they do by default because you've put them into that environment. But some environments, especially older companies, can be fairly stagnant and static, so that just reflects on people's CVs. Either there's some kind of reason why the company won't give them a promotion or give them opportunities to chase, how we have a different approach where we throw too many opportunities at people, I think sometimes, and I've seen people using their L&D so much, it is actually impinging on their better with balance value. I'm like, "Whoa, this is fantastic but don't forget you've got kids and you've got to help look after them," and [crosstalk 00:39:41]-
Nick Muldoon:
Temper your enthusiasm, yeah.
Dave Elkan:
Yeah. So that's something to look for.
Nick Muldoon:
Stopping and reflecting on five and a half years, what's the purpose of the business, what's the goal over the next couple of years?
Dave Elkan:
Have fun, learn, what about you?
Nick Muldoon:
Definitely learning.
Dave Elkan:
Stay in business.
Nick Muldoon:
Oh, yeah. Stay in business, sustainable growth is always a good one. I think that's important. Yeah, I don't know, it's interesting. I feel like some days, it can be really fun and other days, it's not fun at all. That's probably due in large part, like when we started this, we were not in service of anyone but ourselves and one another, and now I feel like we are in service of a team of people that are themselves in service of the customer because we've got a couple of thousand of them. So it's the responsibility and the accountability's changed, and the way that fun comes about is, these days... it used to be fun to have lamingtons and chat, and these days, typically, there's someone else in the crew that is organizing the event that often participate in that I find fun and enjoyable with the rest of the team, rather than being able to carve out that time and do that.
Nick Muldoon:
I remember when we roped in a bunch of folks from iAccelerate and we went into town and we'd go into town and we'd go and we'd get a Laksa in town and we'd get a bowl of Laksa. It's been harder to do that in the past 12 months, given the global environment and all that sort of stuff, so hopefully we can find a bit more of that in 2022.
Dave Elkan:
And maybe ramen. There's ramen now.
Nick Muldoon:Oh, and it's great, you know it.
Dave Elkan:
Yeah. I think refining what we do and continuing to think more about that, so specifically with the engineers, I like to use a goal based... goals are big at Easy Agile, I think you should talk a bit about goals, but we use them to help guide people in chasing down things they want to achieve, and we can align those things with what the business does to an extent. Then, you can actually go and achieve your professional and goals through the business and the business is the vehicle to do that, rather than having to it outside. That's really cool, like find that harmony there so both Easy Agile can succeed and the people who work here can succeed.
Dave Elkan:
I think it actually is quite difficult, like you go, "Hey, take a step back, think about what you want to achieve, give that to me, and then I'll see what I can do to change the course of the business to help you accomplish that. What can we do? Maybe there's a middle ground we can chase down together." And that's something new to me and I'm kind of using that instead of performance reviews so make sure you do your goals, people. [crosstalk 00:42:44]
Dave Elkan:
But yeah, also you've made sure, you want to look back in time and you want to see yourself in the future, reflecting with the team. When they've gone and moved on, [crosstalk 00:42:56]-
Nick Muldoon:
Oh, yeah. Absolutely. I was even chatting with Elizabeth Cranston this week and I was saying, "I can picture in the future, you're living down at Narooma down the coast and I can come down and have a cheese and biccies with the families and you're looking over the bay at Narooma or something, and we're reminiscing on this period of time at Easy Agile." I can totally see that. Yeah, I think it's great and I think just on the goals, the goals are important personally, and we've talked a lot about goals in the past, with respect to tenure vision for the families and that sort of stuff.
Nick Muldoon:
But it's also for the business, I remember we had okay hours in place from getting the business off the ground, we've revised them every year, we've learned and adapted a lot over the last couple of years in how we think about our objectives and our key results. And the fact that we write them on a quarterly basis and we review them on a quarterly basis, but we've got these objectives that align with a business goal that's three years out, and it all kind of flows. I mean, I think we're a lot more mature around that aspect of our... I don't know, would I say strategic planning? Vision goal setting over an extended time period? We're a lot more mature around that today than we were two or three years ago. That's really exciting as well. [crosstalk 00:44:33]
Nick Muldoon:
Come back to what you were saying before about the backlog. We'd come in on a Monday morning, and we go, "What are we going to work on this week?" And we kind of worked over a couple years, we worked it out so that, "Ah, here's the vision for the product." It was a longer term thing, and we've elevated that and it's not like, "Hey, what are we doing for the business this month?" It's now, "Here's our longterm trajectory for the business." We've been elevating that, that's pretty exciting, I think.Dave Elkan:
And at the same time, trying to get the team to lift their line of sight as well.
Nick Muldoon:
Mm-hmm (affirmative), mm-hmm (affirmative).
Dave Elkan:
And look out further afield, but not too far. You want them to be looking at what's happening next week and next month as well, but also what's the goal, what are we chasing down? What's the bigger picture? And I think that's starting to happen.
Nick Muldoon:
What's the analogy there about golf, Dave?
Dave Elkan:
Oh. No, can you tell me? I can't remember.
Nick Muldoon:
It was this analogy about golf, like you've got to look where you're going to hit the ball and you've got to look up. You don't want to look at the tee, you want to look beyond the tee so that you... not beyond the tee, beyond the hole, sorry. You want to look beyond the hole.
Dave Elkan:
That wasn't my analogy, that's why I don't remember, but I do remember someone telling us that one. But it's a good one, like it wasn't even an analogy, isn't that the literal thing that the golf tutor would do? It's like, "Where are you looking?" And then they go, "Oh, I'm looking at the hole." "No, no, you've got to look further than the hole. Look up where you want the ball to go, and then away it goes."
Nick Muldoon:
Yeah, raise your sights.
Dave Elkan:
Raise your sights, yeah. And if you are looking at your feet, then you're probably not going to go far, but if you do look up and take stock, you can probably... that's actually a soccer analogy I can give you, like from my soccer coach, like you've got to point your toe where you want the ball to go. And that's just the magic thing, it just works. You just put your foot next to the ball with the pointing at the corner of the goal you want it to go in and you kick it, and then it just happens.
Dave Elkan:There's these funny little hacks like that and I think that's a longterm vision thing. If you are running a business which doesn't have that longterm vision and purpose, then you can go actually in multiple directions at once, and you're not going to make any progress. I think a good analogy I read was like with a team, if you imagine all the team members are tied to a pole with a rubber band and they're all heading in different directions, the pole's not going to move because everyone's just... and the company's going to stay static and still. But if everyone just goes in the same direction, then it's going to move along.
Nick Muldoon:
Shift it, yeah.
Dave Elkan:
Yeah. And that's something that we've bitten off recently, is our purpose.
Nick Muldoon:
Mm-hmm (affirmative), to help teams be agile.
Dave Elkan:
Yeah. It's one of those funny moments when we we're talking about, and we talked about it, we set ourselves a deadline for the sake of a better word, like we had our planning session coming up in a couple of weeks, so we sat down and talked about it. And we went around and around in circles, trying to discover what it is, not to be agile, but just, what is Agile? And we know [inaudible 00:47:45], but we were trying to codify that in words. And when you said that, like it's being agile, it was kind of one of those... the way I like to describe it is, an upside down A-moment, which is our logo as you can see on Nick's jacket there.
Dave Elkan:
So when that was proposed to me, I was like, "No, that's so silly." But I was like, "Oh, but I love it." And I'm not saying that being agile is silly, but the fact that it's so simple, that's what I like about it, it's easy, it's simple, and there's a lot there if you dive into it.
Nick Muldoon:
Mm-hmm (affirmative). Yeah. Well, why don't we wrap it there? I think that's a good place to end.
Dave Elkan:
Yeah.
Nick Muldoon:
Our purpose is to help teams be agile and doing that, we're doing that for ourselves, we're constantly trying to learn and adapt and experiment with new things, being Easy Agile and as our team members here. So I hope that was a useful little tidbit and journey from Dave and I on how we got Easy Agile to this point, and some of the things that have been on our mind.
Dave Elkan:
Yeah.
Nick Muldoon:
Thank you, Dave.
Dave Elkan:
Thank you, Nick. That was fun.
Nick Muldoon:
That was fun. Oh, goody.