Agile transformation – Working with shared services along the way

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The concept of shared services is prevalent in most large organizations. A centralized user experience or architecture group or services group can be commonly spotted. A lot of times, component team setups are given a flavor of shared services.

No matter how much dysfunction it causes, shared services continue to live for many reasons including:

  • Organization’s inability or hesitation to make structural changes
  • Fear of being exposed in getting outside of their comfort zone
  • Fear of change in general
  • Focus on local optimization
  • Others…

The fact remains that shared services are generally not economically viable due to associated communication overheads and increased cycle time to get work done, however; the idea of shared services will not go away anytime soon. So what are some of the ways to work with shared services setup in an agile organization? Saying that organizations need to completely change from a shared services structure to feature teams capable of delivering end to end functionality will sound lame and unrealistic. Below are some techniques that can help organizations work with shared services, trying to transform to the agile way of working:

  • Vision – The environment in a shared services setup is generally chaotic as consumers always have a high priority need. At this time, it pretty much becomes a bidding game. The person or team that shouts the loudest or the person with the highest level of influence is able to get their work prioritized to the top. This is followed by the lengthy process of knowledge sharing where the member of the shared services team spends time in understanding what to build and why. This causes the shared services team member to take a very narrow approach to quickly build what is being asked without understanding the vision and move out to the next ask. This sounds pretty much like a robot in a manufacturing environment that just gets its work done without caring about the end result.

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For agile teams, having a common understanding of the vision of the overall product or just a single release is of paramount importance to ensure that every single activity is focussed on achieving the vision. When working on large product backlogs, it is recommended that teams (I mean the whole team and all the teams) get together to create a common understanding of the functionality targeted in the next release. All teams involved should participate and help in sequencing the work to be done to be able to assess when the consumer will need something. This generally calls for investment of time from all teams but the outcome overshadow the cost.

Where there exists a clear vision and a clear understanding of what is needed from the teams, team members remain excited about what is being developed and look forward to their contribution and stay engaged

  • Alignment“Change is the only constant”. A sequenced backlog should not be treated as a project plan. Once a vision has been established and the backlog has been sequenced, all involved teams should come together on a regular basis to inspect the progress and resequenced their backlog as needed. Four-Dimensional-Goal-Alignment

This will specially help the shared services    teams to reprioritize their work to make sure that the next highest priority deliverable goes out quickly.

  • Collaborate – Coming together frequently to align is part of collaboration. Additionally, having someone from the shared services team attend the consumer team’s daily Scrum and other Scrum events and vice versa will help both the shared services team and the consumer team to stay informed about the progress being made and plan their work appropriately.
  • Service Level Agreements (SLAs) – Achieving discipline through working agreements is important when it comes to collaboration between teams. To use a metaphor, car manufacturers rely on multiple suppliers to provide various parts of the car to be able to assemble the end product. Each of the suppliers have to agree to certain processes and protocols to make sure that the assembly line does not come to a halt due to shortage of parts. Each part has a assigned reorder inventory level at which point the order system automatically places order for the next shipment. 3771.PPP_PRD_165_3D_people-Binding_Agreement_1FA08461Not only is the vision of the system clear to each supplier, the suppliers ensure delivery of products on time and are also liable to penalty if the agreements are not adhered to.

The key focus agreements is to build the environment of collective ownership, collaboration and focus to ensure quality and timely deliverable while maintaining a flow.

  • Use a tool – Tools can come in handy when it comes to collaboration and keeping shared services teams informed about their commitments. While I am a huge proponent of physical boards for Scrum teams, I do have to acknowledge that physical boards become a limitation when trying to keep shared services teams informed about the needs or the change in needs of the consumer.

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Additionally, tools can be used by teams to generate metrics to assess their performance in being able to meet their SLAs, get notified about key milestones and provide data specifically targeted towards continuous improvement.

 

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While I truly believe that structural changes are a critical part of a successful agile transformation, it is not always possible  right from the word go. Organizations are generally resistant to radical changes fearing impact on running the business. While baby steps are taken to impact structural transformation, the above mentioned steps will help in the interim to help the organization get started on the journey of agile transformation.

If you have other ideas/techniques that you have used in your engagements, I would love to hear from you.

 

 

 

 

Scrum events are NOT working for you if…

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Image courtesy: agiletrick.com

Rarely does a agile coach get to transform a completely waterfall team/organization into agile these days. Majority of the organizations are already on the agile band wagon and claim to be doing some sort of agile, however; it is quite obvious that all is not working for them.

The start of an engagement for an agile coach is all about observation. Watching teams participate in Scrum events gives a good sense of the maturity of the individuals, team and organization. Here are things to look out for to know that Scrum events are not working:

  • There is a leader – We need leaders but we also believe that everyone in a Scrum team is a leader. Often, there is an individual or a couple of team members that are the “experts” and end up taking control of Scrum events. So if these “leaders” are calling the shots and driving all decisions, Scrum events are not working for you.
  • There is silence – Scrum teams are all about collaboration and communication. One of the key agile values is “Individuals and interactions over processes and tools”. So if your Scrum events are all about forced communication where team members are not motivated or do not feel safe to share their point of view, Scrum events are not working for you.
  • Something important keeps coming up – The occurrence of Scrum events have been designed to bring the team together frequently to be able to put the idea of inspection and adaptation in practice. However; often team members are absent from the Scrum events with the most common excuse being that there is an important issue to address. When doing Scrum, nothing is more important than the Scrum events. So if your team has something important to address when they should be collaborating, communicating, inspecting and adapting during a Scrum event, Scrum events are not working for you.
  • Design a solution – Every Scrum event had a recommended time box. For example, a daily Scrum should not be more than 15 minutes long or a sprint planning event should be 8 hours or less for a 4 week sprint. These time box recommendations work only when teams a disciplined in keeping a focused agenda for a event. However;  teams spend 30 to 45 minutes on a daily Scrum or a sprint planning session spans multiple days. This usually happens when team members get into a “design the solution” mode leading to significant waste. So if your Scrum events are turning into design and problem solving meetings, Scrum events are not working for you.
  • Team members are checked out – Knowing the significance and reasoning behind each Scrum event is crucial. Each Scrum event is specifically designed to achieve specific objectives in alignment with the agile values and principles. However, it is observed that team members do not focus on the value of the event but rather go through the motions. If you observe that team members are either checked out or focused on their individual goals, Scrum events are not working for you.
  • External decision makers – What the team can get done and how a business problem should be addressed are decisions that a Scrum team owns. A self managing Scrum team is one that makes decisions that are in the best interest of the project knowing their capabilities to deliver. If you Scrum team is under pressure from external forces and are unable to self manage and organize, you Scrum events are not working.
  • There is inconsistency – Having Scrum events occur consistently at the same time and as per a defined cadence is important to reduce complexity and build team discipline. For example; it is recommended the team has a daily Scrum in the morning to be able to create a plan for the day, however; if this is moved to afternoon on a give day and moved again the next day, it effects the consistency and causes unnecessary adjustments. If the occurrence of Scrum events is not consistent, Scrum events are not working for you.
  • Can’t we just – A phrase that is heard quite consistently when working with Scrum teams is “Can’t we just…”. This might be said when the Product Owner is trying to sneak in that extra story into the sprint backlog or when the team members are pushing to fix a bug in the next sprint and call the not done story done. If team members are constantly trying to find ways to step outside the Scrum boundaries, Scrum events are not working for you.

There are many more smells that are seen detrimental to the effectiveness of Scrum. Some of these include Scrum Master assigning work to team members, daily Scrum being a means for management reporting etc… I am sure you have observed many more smells that expose the ineffectiveness of a Scrum event. Please share in the comments below.

Chaos with complexity – How to cope with organizational complexity

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Image source: http://www.huffingtonpost.co.uk

Systems, structures and processes are becoming complex by the day. Generally speaking, human life has reached that level of complexity which makes you question the existence of all the innovation and automation around us.

For the decision makers, environments that were isolated years ago, are bumping into each other causing unexpected results. This causes more decision points getting added into structures and processes causing unintentional  addition to already complex environments.

I was recently watching a TED talk by Yves Morieux titled How too many rules at work keep you from getting things done. In his talk, Yves presents an example of a 4X100 relay race. The name 4X100 relay conveys that each member of the team is expected to run a distance of 100 meters. However; this does not mean that the team member drops the baton exactly at the 100 meters mark. Most athletes end up running on an average 110 meters and most athletes don’t know how much they have run as their focus is to hand over the baton to the next member of the team and achieving the goal of completing the race.

If we were to consider a relay race example in context of an organization, there are specific roles for specific tasks. Arguments over whose responsibility was it to get something done are very common. Again, staying with the relay race example, since a member of the team has only signed up to run 100 meters, organizations end up adding a role that is responsible for passing the baton from one team member to another. The result of this approach is increase in structural complexities and a culture of local optimization.

So how do organizations cope with the complexity or what behaviors would keep complexity in check. Here are some guidelines:

  • Purpose and values – Every role in the organization has a value and purpose. This is how most roles get created but the focus needs to be about the collective purpose of the team or organization. Similar to the relay race example where finishing the race and doing whatever it take to finish first is the ultimate goal. Individual goals do not ensure team success.
  • Decentralize authority – Once shared purpose and values have been established, next step is to decentralize the authority. A relay team might have a leader/captain, someone with experience and leadership attributes, but when it comes to taking a decision during the race, every athlete makes decision keeping the end goal of winning the race in mind. In the end, it is the team that wins and it is the team that loses.
  • Early awareness of unpredictable situations – When dealing with complexity, one needs to identify the variables that create predictable outcomes when they’re within a particular range, and unpredictable outcomes when they are not. In a relay race scenario, weather plays a crucial factor. Teams alter the sequence of the participating team members or make similar adjustments to ensure that the collective team keeps the focus on the end goal. The decisions made are generally subtle and not drastic to ensure last minute adaptation does not impact the overall probability of the team winning the race.
  • Leadership – Leading a complex organization requires an entirely different mindset. Hierarchy works if every level is doing something distinct and specific. However, due to the interdependence in complexity, this is impossible in today’s organizations. By simplifying and clarifying vision and values, core processes and decentralization, and early awareness systems, hierarchy can be complemented by “heterarchy”, the interdependent, networked organization in which every part reflects a different perspective of the whole and which is needed in today’s global business world. The boss no longer needs to “tell” the team members what exactly to do, but rather depend on their initiative, creativity and competence for success. So, next time your team faces a challenge, do not create additional complexity, but trust the team to make the right choice. Teams generally appreciate a nimble setup.
  • Simplify and cleanup – An easy starting point for simplification is to get rid of stupid rules and low-value activities, time-wasters that exist in abundance in most organizations. Look, for example, at how many people need to review and sign off on expense reports; or how many times slide decks need to be reviewed before they are presented. If you can shed a few simple tasks, you will create bandwidth to focus on more substantial simplification opportunities.

So, every time you fix a problem, look at the solution you are proposing and ask yourself a question, “Am I fixing a problem or creating more chaos with complexity?”.

 

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