Easy Agile Podcast Ep.5 Andrew Malak, Chief Product Officer at Spaceship

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Teagan Harbridge

"I really enjoyed my conversation with Andrew Malak. We talk integrating agile techniques and tips on how to achieve a culture of accountability"

Andrew is a firm believer that the customer trusts your business by joining, and you have an obligation to repay that trust by helping them achieve their outcomes.

Enjoy the episode!

Transcript

Teagan Harbridge:

Welcome to another episode of the Easy Agile Podcast. I'm Teagan, head of product here at Easy Agile. And we've got a really exciting guest on the show today, Andrew Malak from Spaceship. He's the chief product officer. Andrew is a true believer in creating products and experiences that solve customer problems. He believes that the customer trusts your business by joining, and you have an obligation to repay that trust by helping them achieve their outcomes. In his current role, Andrew aims to help people take control of their wealth from a young age, educating good money habits and helping people invest where the world is going. Andrew is a family man who loves his time with his wife and children. And believe it or not, he uses agile techniques in his personal and professional life. Andrew is an economics geek. He plays and coaches soccer, football. He's a big Liverpool supporter, loves to travel, loves amazing architecture, and loves working with children.

Teagan Harbridge:

There were so many takeaways from my chat with Andrew that I really struggled to pair it down to three. But if you say tuned, here are some of the things that you're going to learn from our chat with Andrew. Why we should stop using the term agile transformation and start calling it an agile evolution. Why it's important to be open-minded to our own limitations so to break the old mindset of protecting original scope. And tips on how to achieve a culture of accountability. So I hope you enjoy. Andrew, can you tell me a little bit about Spaceship?

Andrew Malak:

Oh, fantastic. Well, thank you very much for, first of all, having me, Teagan. Spaceship is a business that's on a journey to make good money habits and investing accessible to all people. So what we look for is trends to do with industries or companies who are building the future of both industry or economies. We invest in them for the longterm, we break down barriers of entry for people, we give them a fee-free product under $5,000, no minimum investments. It's really easy to sign up. You simply download an app and you sign up and make one product selection decision, and you're done. You can start investing on autopilot. We allow you to also invest your superannuation in a not too dissimilar way.

Teagan Harbridge:

So tell me a little bit about who your target customer is, then. Because it seems like you're trying to make something quite complicated accessible for maybe first time investors.

Andrew Malak:

Well, you're absolutely right. There's a niche segment of people out there at the moment, millennials or even gen Zs, that we just don't think have been well serviced by the incumbents. And what we're trying to do is resonate with these young people as much as possible. We're trying to reduce industry jargon and really make things simple to them, because investing doesn't have to be complex. It's really about a lot of discipline around, if I can manage my personal P&L, or money in, money out, then I can create a cash buffer that can go into my assets column on my balance sheet. That's really what we're trying to do. And that kind of language, if we can get it right, can really simplify things that have typically been in the hands of financial advisors and accountants and give it back to everyday Australians who are starting out in their investment journey.

Teagan Harbridge:

Yeah, awesome. And you've been on quite a journey before landing in the FinTech space as the Spaceship CPO. So can you tell me and our audience a little bit about what that journey has looked like?

Andrew Malak:

Oh, where do I start? If you asked a graduate Andrew Malak what he'd be doing now, I don't think I would've been speaking about this because at that point in time in my career I didn't know this space would actually be around, if that makes sense. So I'll go back to my younger years, and I always thought I was going to be an architect. I had this fascination with bridges and I wanted to design things and see them come to life. And let's just say that I do that in different ways right now, but I started out working in CommSec on the trading floor. I moved on to work as a business analyst, and that's where I started my critical thinking into how businesses work and how things can be made more efficient.

Andrew Malak:

I dabbled in teaching for a little bit, I taught high school economics and religion for a little bit. And then I eventually landed in a product role at St. George Bank prior to the merger with Westpac. At that point in time, the light bulb really came on. I realized, "Hey, I like creating things. I like to change things. I don't like to just do things," if that makes sense. And that wondering mind that doesn't like the conform was finally let loose, if that makes sense. And I haven't stopped enjoying it. I loved my time at Westpac, made lots of friends, worked on really cool, successful projects, and implemented lots of things that had great results. Worked on lots of things that have failed miserably and learnt a lot out of that. And when the opportunity at Spaceship started to surface late last year, it was just too good an opportunity to not really come in and have a go. So yeah, it's been quite the journey.

Teagan Harbridge:

Yeah, wow. And I love a good failure story. And you said you've had lots. Can you think, just off the top of your head, what one of those big failures has been?

Andrew Malak:

Where do I start? I think our first attempt at taking a digital experience to allow customers to acquire a product online was quite a failure that taught us a lot. We basically took the systems that our back office staff used and just made it available to customers. And the real good learning out of that is there was a lot of traffic and a lot of demand, but not enough completion ever. And the best learning that came out of that... This is back in 2006, so internet speeds were just starting to pick up. Broadband was starting to go mainstream and customers' trust around doing more transactions that used personally identifiable data was starting to normalize at that point in time. Up until then, people quite reserved thinking, "I'm going to lose my personal data," et cetera. So when we decided to do that, we saw that there was a lot of demand but we quickly came to the realization that we used to train staff for four to six weeks on how to use the systems before they knew how to service customers using them.

Andrew Malak:

But then we've deployed it into production for customers to self-service and realized quite quickly that the experience for customers had to be much more guided than the experience for a staff member. This is where the evolution of usability or design thinking started to come in. We started thinking of, "Well, how do we make these things so easy that a first-time user can go end to end and not encounter friction?" And this is where our understanding of design principles, customer testing using verbatim and anguage that can resonate with a first-time user becomes critical to the execution. It's not just good systems but it's good user experience sitting on top of systems.

Andrew Malak:

That's probably the one that resonates with me the most because I've held that to a very high regard throughout my whole career. Now everything I do I think of, "Where's the friction? How do we make sure there's no friction? What's the customer going to feel throughout this experience? How are we creating unnecessary anxiety in that experience for the customer, and how do we move that away? How do we become more transparent but still be simple?" And yeah, that's probably the one that resonates the most.

Teagan Harbridge:

Seems like a tremendous learning opportunity early enough in that project and something that's stuck with you since, so great learning opportunity.

Andrew Malak:

Absolutely.

Teagan Harbridge:

We've got a ton of customers who are at all stages of their agile transformations, and I know that this is something that you've had experience with if we go back to your St. George, Westpac days. Can you give our audience any tips or stories that you encountered when you were going through those agile transformations? What lessons can you share with our audience?

Andrew Malak:

Oh, I have lots of lessons to share, actually.

Teagan Harbridge:

This is what I love.

Andrew Malak:

Look, I like to position it more as agile evolution more than agile transformation because no matter what you try to do, you're not just going to drop waterfall and become agile next morning. Honestly, I've seen so many attempts and every single time I see that the graduality of the change is a better predictability of the final outcome that you're going to land. So ultimately the Holy Grail that everyone's aspiring to is that, as a leader, you can rock up to a team stand up unexpected and then, without being told who is in what role, who the product owner is, who the engineer is, who the QC is, who the designer is, it becomes hard for you as the leader to work out who's who because at that point in time the team is so well converged on customer outcomes that they will self-organize themselves around what each person needs to do.

Andrew Malak:

And most of the language being used is really around, what are we trying to define the customer? What's the best thing to do within the capacity that we have to deliver this feature to market as quickly as possible, capture value for the customer and the business as much as possible? This takes a long time to get to, where you can start normalizing to a standardized, common set of goals, common cadence, and common ways of working. And I think it's ultimately about how much empowerment you can give people and how much as a leader you can relegate yourself in the background to allow them to work it out themselves as long as you're coming in and nudging things along the way and helping people course correct along the way. So the good news is that I actually think at Spaceship, we're pretty close to getting there.

Andrew Malak:

We have been running scrum and we have been running sprints for a long time, but it has been largely ceremonials. But over the last quarter, we've done a really good job at embedding more cross-functional people into these teams. But the goal for us is that now we feel like our throughput has actually increased and that the constant flow of information between the teams is becoming more natural and there is actually less ambiguity between the teams around, "All right, we built it this way. The API is no longer consumable. It doesn't fit what we're trying to do from our front-end and there's less back and forth." So we can really see that the amount of friction between persons in the team is really starting to reduce dramatically and we're starting to see that throughput really increase. Having said that, the best way to go about an agile transformation is just get started.

Andrew Malak:

You can sit and plan out things and plan towards utopia as much as you want or you can actually just get going. So when I say by get going, I say you have to start by getting buy-in from all the leaders of the different cross-functional teams, because if you don't have that buy-in at the leadership level, it's just not going to work because there's going to be blockers, there's going to be escalations. And if all these things result in conversations around, "Should we keep doing this?" Or, "Hey, maybe this is not the right thing to do." That needs to be off the table really early on and it needs to be a total commitment at the leadership level that we're going to make this work and whatever we encounter we're just going to fix forward. Once you have that commitment at the leadership level, you need to very clearly define the values that the team is going to be handed to work with, because agile itself, it's not a process, it's a set of values that the team needs to just take and start working with.

Andrew Malak:

So we could go and rattle individuals and interactions over processes and tools or working software over comprehensive documentation. Well, give these to the team and they're going to say to you at day one, "We can't go to all of that straight away." So they might actually say that day one, "We're still going to need some documentation because we're not comfortable yet. We don't understand the language of the other people in the scrum team well enough to be able to go and actually code off the back of a conversation." But by the 10th sprint, the 20th sprint, that misunderstanding of what the product owner wants or what the designer is trying to achieve in an experience starts to become embedded in the mind of the engineer.

Andrew Malak:

The engineer understands the customer a lot more, and then you can make do with less process and less documentation and less negotiated outcomes and more commonality across the team. The other thing that then starts to kick in at that stage is that ability of the team to pivot in response to a change and not see that as a threat to what they're trying to achieve. The old ways of working was, define that scope, protect that scope, and not let things disturb that scope, whereas if you're halfway through a project and you get some really good information that tells you that maybe you are not on track to achieve a good outcome, you should be welcoming that. And the team itself in the beginning is going to find that an irritation, but over time they'll become more comfortable with pivoting off the back of new information.

Teagan Harbridge:

Yeah. It's a big mindset shift. I was just having a discussion today about, where does being agile and being reactive, where's that line in the middle. And when does taking information and pivoting because you think something will be better, when can we break that mindset of, "Oh, we're just being reactive?" No, we're being responsive.

Andrew Malak:

Yeah, yeah. And look, I think the word reactive itself naturally has a negative connotation to it, but agility in mindset allows you to flip that on its head and say that no one can work things out in totality to 100% of what's possible, so being open-minded to our own limitations first and foremost allows us to acknowledge that when new information comes in, it is because we didn't think through the solution 100%, but let's also be okay with that because no one can. So I think it's flipping on its head and acknowledging it upfront and saying that this is going to happen, but when it comes we will assess the information we have with the capacity we have with how far progressive we are and make a decision that's right for us, for the customer, and for what's possible.

Andrew Malak:

So I take it as the more information you get along the way, the more reinforcement of, are you doing what's right or should you pivot and change at that point in time? The other thing that happens really early on is that if you as a leader can create a really clear vision around customer outcomes and establish your first cross-functional team and hand over that vision to the team, it becomes theirs. Don't hand over the backlog to the team. Don't give them a ready backlog, just give them the vision and then tell them, "You guys work out what your backlog looks like." When they come up with their own backlog, as long as you as a leader don't see that it's just a list of Hail Marys in it and there is a fair bit in there that is well spread out between hygiene things, strategic things, and a few moonshots and the balance is right, if the team has come up with their own backlog, the motivation they have to build their own ideas just goes through the roof.

Andrew Malak:

And that's what you want to achieve. You want to achieve clarity that the work fits with the vision and the motivation that you get out of the backlog being created by the team itself gets you that throughput enhancement. The other thing that you're going to struggle with really early on is chunking things down to fitting within the sprint cadence. I think that's one that's often been my biggest challenge when moving towards agile practices early on. Typically in the first few sprints, you always have overruns and things don't complete in the sprint because we end up thinking we can do more than we can and it takes us a while to work out, in wrapping up something that becomes shippable in a sprint, you probably take a little bit less in that sprint because you've got to test it or you've got to do a release in that sprint, or you're going to do a PIR in that sprint, or you're going to do a lot of retros in that sprint. Start to sort of formulate what you're going to take through the next planning cycle.

Andrew Malak:

So you've got to budget to that capacity, and I'll find that teams underestimate the magnitude of that work. So be okay with that. Overruns in the first few sprints don't mean you've failed, it means you're learning how to plan better. And then make sure your retros and your pivot off the back of that into your next planning sessions is taking information that is now new to you, and making sure you're working with it. I think as the leader, though, you have to set the expectations that teams can make mistakes and that it's a safe environment.

Andrew Malak:

And I've seen many agile... I was about to use the word transformation, even though I've just said I don't believe in transformation. Any teams that are adopting agile principles expecting that in their first few sprints they don't have any hiccups, and that if throughput falls in the first few sprints, then there's a bit of a, "Oh, well you told me this thing was going to increase our throughput." Yeah, but not straight away. So I think just being realistic with yourself and what's possible, and that shift in itself, until it normalizes, takes a bit of getting used to. The teams need to know it's a safe environment, that if their productivity suffers, if they make mistakes or if they break things, it's going to be okay. We'll fix forward.

Andrew Malak:

But then also there comes a point in time where we have to be very clear about the culture of accountability around using that capacity really well. So what I've found, that the best use of that is the showcase. And what we've done at Spaceship, because we're trying to reduce the amount of ceremonies, we've combined both the planning playback in a sprint as well as the showcase into the same ceremony. So what we do is we play back what we built last session using a demonstration of working software and comparing the amount of work we've executed versus what was planned in the previous sprint. We're saying we've got 80%, 90% through the work and this is what it looks and feels like, and this is what we're deploying to the customer. Then we actually showcase what we plan to do in the next sprint.

Andrew Malak:

And that's part of the showcase, is our hand on heart commitment to, "This is what we as a team are committed to doing in the next sprint." And then that accountability to the organization becomes something that keeps us on track throughout the sprint. As distractors or things that are not committed in the sprint come our way, we quickly think about, all right, can we accommodate these things? Do they need to be done? Are they going to take us off track with what is planned? Are they important enough? Is it a major defect of production, and can customers no longer access our app? Well, drop what you're doing and attend to that. Otherwise, if it's not material, keep focused on the work that you've committed to in front of the organization.

Andrew Malak:

After this you're going to start to experience some growing pain, and the growing pain is good because it means that agile is working and more teams or more feature opportunities become possible for the business. There's going to be a lot more hype around moving to agile. Other teams are going to come across and say, "Oh, how do we piggyback off what you're doing?" Et cetera. This is good. This is good, but what it means now is that some new risks are going to actually start to be introduced. Working with common code, common dependencies, or even common people being needed to be doing multiple things just means that you now need more coordination. I'd say to anyone who reaches this point in time, this is where people feel compelled to start introducing some new roles, coordination roles. And I'd just say, be careful because that can start add to your overhead really quickly.

Andrew Malak:

I find the best way to ensure that teams continue to be in sync is with the right dialogue at the right level with the right rhythm. And this is where I think keeping it simple to just the scrum of scrums works really well. I like the scrum of scrums to be balanced between both product owner and tech lead from each team being present, and a cadence of one to two times per week works really well. And as long as the product owners across the teams and the tech leads across the teams know what the other teams are working on, know what could impact their own work from a release perspective or scheduling perspective or an environment perspective, I think that tends to work really well as well.

Teagan Harbridge:

Yeah, wow. Lots of nuggets in there and certainly things that resonate with our experience here at Easy Agile, being a small company that's grown really quickly. So I can definitely relate. We've had conversations about, do we introduce new roles into this company? We've introduced a new cadence of meeting rhythms only the last couple of months, so we're going through these things too.

Andrew Malak:

Absolutely. Absolutely. What have been your biggest learnings so far?

Teagan Harbridge:

I think that you cannot underestimate communication, and it really does come back to that cadence and that rhythm with the team. And we're experimenting at the moment with a daily huddle where we're talking about, how do we embed showcases more regularly in our cycles? We've got a big demo at the end of the cycle. How can we make that a more ingrained part of our culture? And it really does come back to that culture of accountability as well. So yep, it's all resonating.

Andrew Malak:

Yeah, absolutely. Look, you can go to whatever industry you want but the problems are usually similar. And the great thing is that having these conversations is very important to fast-tracking your way forward, because your problem is not unique to you. Someone else has seen it in someone else has figured out a way. And I think what I like about the FinTech industry is that we compete on products and services, but there's a lot to learn from each other. And even if you just go outside of FinTech, there's a lot to learn from other industries who have adopted agile practices.

Teagan Harbridge:

If we take a bit of a flip, we've gone from your professional career and your experience into a more personal level. You mentioned that you use agile techniques outside of work. So I'm not sure if many others are in the same boat, but can you elaborate on this? What does that mean? What does that look like?

Andrew Malak:

Okay, I hope you don't think I'm extremely weird. We actually have a family campaign. So I guess if I go back to how we've come to actually doing this. Becoming parents, we would look at our children and see so many things that we want them to be better at. And in trying to give them constant feedback, which felt like the feedback was so much that it's all being drowned out because there's so much of it. In fact, my oldest son actually gave me that feedback. He goes, "Dad, why don't we focus on one thing at a time?"

Andrew Malak:

And I was like, "Wow, okay." For a ten-year-old to tell me that, that was amazing. So we came to realize that we needed to narrow and focus on one improvement area at a time, and we don't move on to the next one until we've actually closed out the first one. For example, my oldest son, very clever boy. We're trying to focus with him on the discipline of process over just getting the answer right, because he is clever and nine times out of 10, ask him a question, he's got the answer and he just wants to say it.

Andrew Malak:

But we've started to try to break down the question and work more on the process with him so that in following the process, coupled with his natural ability, we will get more answers right more often. And that's what we're working through at the moment. So our family's scrum wall at the moment has a mix of things on it. Everyone has their own swim lane, and in each swim lane there are a few tasks, some related work or study, some relating to household chores, some related to health or exercise, and some related to acts of kindness. And what we aim to do is make sure that we're moving things across in all four categories every single day. So yeah, you can use agility wherever you'd like but I think that mindset in general, that if I wake up every day and do things that make me better than I was yesterday, then I'll get to keep moving forward in my personal life as well as my professional life.

Teagan Harbridge:

And do you have WIP limits?

Andrew Malak:

We don't at the moment, and we're not doing showcases at the moment. We'll see how we can introduce them in the future.

Teagan Harbridge:

And how was the introduction of a Kanban board at home? How was that received by the family? Have they enjoyed it, has there been any feedback?

Andrew Malak:

Well, it wasn't actually planned. It started by just sticking some Post-its up on the fridge to remind us of stuff. And then one day I said to my wife, "You know what? This reminds me of what we do at work. Why don't we formalize it?" She had a bit of a chuckle but then one day she came back and then she found it there. So yeah, it wasn't really planned.

Teagan Harbridge:

Awesome. And you've already been super generous with your time so I'll close it out with one final question. What advice do you wish someone would have given you when you took the leap from product management into product leadership?

Andrew Malak:

Yeah, that's a really good question. I think first and foremost, that you've got to make sure that you drop your need for perfectionism, because first and foremost, you might have been the best product manager yourself. You might have been amazing. And I'm not saying I was, but if you were and you step up in leadership role, you're going to have people of different abilities working for you. And what you need to understand is that they're going to need some time learning their role and learning their trade. And just don't get in the way of them learn. So for example, you might see someone doing something that may not be the best or most optimal use of that capacity in that sprint. You might feel the urge to jump in and course correct. But if you let them go and just hear their feedback post the retro, they might've had that learning themselves, and a learning that they get for themselves rather than being told by their leader is going to be much more useful for them.

Andrew Malak:

You have to drop your need to make decisions and be in control because, again, the more you can relegate yourself to a servant leadership role and let the team make decisions, when they make decisions and now have to go back up that decision with execution, they're more likely to put their heart and soul into it. The more they feel like you are going to make the decisions, the less inclined they are to think through problems themselves, and then they'll keep bringing the problems back to you. So every time someone asks you a question that has a black and white answer, throw it back to them and ask them what they think, because that way you're coaching them to work it out themselves. And then the last thing that's really important is, I feel like it's really important to think through how your organization allows you to be different and take advantage of that differentiation.

Andrew Malak:

So for example, at Spaceship here, because we're small, we're not a large corporate, our customers are a little bit more forgiving. So you have a limited capacity to build experiences and you can't do all things at the same time. Understand that and take advantage of it, and get your team to also learn that. Because if you're trying to how the all edge cases, it will take a lot longer to get something to market and you might use a lot of the team's capacity to build edge cases. And you can't really afford that when you're in a start-up.

Andrew Malak:

So for example, we launched a new investment portfolio yesterday. We launched the Spaceship Earth portfolio, our first sustainable investment portfolio and it's a sign of more things to come hopefully in the sustainability space. But in launching that, we knew that we have a limitation in our experience or our product set today where each customer can only have one portfolio. We knew that existing customers would want to invest in sustainable investing, but our commitment to them is that it's in our backlog and it's actually the next feature that we're actually going to take to market.

Andrew Malak:

And in explaining that to our customers, they've been very understanding, that they know our throughput is limited but they also know that their voice is being heard and we are building the things that they're telling us about. So I would say that the best piece of advice to tell my young self is to make sure that you get the balance right between the voice of the customer. That's going to tell you all the hygiene things that your product lacks in terms of experience or gaps. And then get the balance between new strategic things that you can go after and new things that you can take to market, as well as a few Hail Marys every now and again. We call them moonshots. They may or may not work, but it's exciting, and if it works, can 10X your volume. And they are the things that are likely to go viral. So getting the balance right is very important.

Teagan Harbridge:

It's been wonderful, Andrew. I've definitely taken a lot away from our chat today, and I'm sure our audience will too. So thank you again so much for your time, and good luck.

Andrew Malak:

No Teagan, look, thank you very much. And it's been a pleasure speaking to yourself and Easy Agile, and I wish you guys all the best too.

Teagan Harbridge:

Awesome. Thanks Andrew.

Andrew Malak:

Have a good afternoon.

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    Caitlin Mackie:

    Hi, everyone. Welcome to the Easy Agile Podcast. I'm Caitlin, marketing coordinator at Easy Agile.

    Rebecca Griffith:

    And I'm Beck, team and operations assistant at Easy Agile, and we'll be your host for this episode. Before we begin, we'd like to acknowledge the traditional custodians of the land from which we broadcast today, the worthy, worthy people of the Tharawal nation and pay our respects to elders past, present and emerging. We extend that same respect to all aboriginal and Torres Strait Islanders people joining us today.

    Caitlin Mackie:

    Today, we're joined by Ida and Ulrika from TietoEVRY. Welcome. Thanks for joining us.

    Ida Bohman Steenberg:

    Thank you so much for having us.

    Ulrika Lagerqvist Von Unge:

    Thank you.

    Rebecca Griffith:

    It would be great if we could start with some introductions. Ida and Ulrika, could you tell our listeners a bit about yourselves and your role at TietoEVRY?

    Ida Bohman Steenberg:

    Yes, of course. I'm Ida and I'm heading up the sustainability team at TietoEVRY since four years back. And Ulrika?

    Ulrika Lagerqvist Von Unge:

    Yeah. I work within the sustainability team as a sustainability manager also here at TietoEVRY.

    Rebecca Griffith:

    Excellent. Thank you. Thanks for the introductions. Let's jump in. For our listeners who might not be familiar with TietoEVRY, can you give us a bit of an overview about what the company does?

    Ida Bohman Steenberg:

    Yes. Sure. We are a company based in the Nordics, like very, very far away from sunny Australia. We are a tech company. We provide different solutions. For instance, in software, cloud and infra and also business consulting. I think nowadays, we are the biggest tech provider in the Nordic, at least.

    Caitlin Mackie:

    Sustainability is a huge part of TietoEVRY. You really have a robust sustainability game plan and your strategy for 2023, which highlights your key priorities for ethical conduct, climate actions and creating an exciting place to work for your employees. Can you elaborate on the sustainability game plan for 2023?

    Ida Bohman Steenberg:

    Yeah, we would love to. The sustainability game plan is our long term plan that we created last year. We were actually two companies merging into one last year. We had different legacies. X Tieto were good at some things and X EVRY were good at some things, but of course, we had lots of challenges too. We had to sit down and really try to find out what should be our focus going forward and not only actually to build upon what we already have, but also look at the major challenges out there to see like, where do we want to be and what role do we want to have? We created a game plan that is two-folded. We have like the responsible operations that is the traditional sustainability work that you would find at any organization that takes sustainability seriously.

    We have the ethical conduct where we have business, ethics, and the corruption, cyber security, privacy, human rights, responsible sourcing, for instance. Then, we have exciting place to work, which is more like HR related because we're people companies, we have to be very good at this in order to attract the right talent and also to keep the talent that we have. We have major challenges when it comes to bringing in and keeping women in our sector, for instance, so we have to be very good at diversity and inclusion and also employee experience, of course, to make this a fun place to work at. Then, of course, climate action may be the one thing that people think about most when they think about sustainability due to the emerging climate crisis. We work a lot with that, of course, and also circular economy and our take on that.

    That is like the foundation for us that we have to be very good at like our license to operate, and we work throughout the value chain with these topics, but then because we are a tech company, we also wanted to see what can we do to not only improve our own sustainability performance, but foremost our customers? What's due, I think, and what really stands out for TietoEVRY now is that we have this really, really strong business focus going forward for this sustainability game plan. I was thinking maybe Ulrika could take over and explain and elaborate a little bit about the upper half of the circle.

    Ulrika Lagerqvist Von Unge:

    Yeah, exactly. What we identified when we were developing this strategy or long term plan was that some of our biggest impacts also actually resides among our customers. We have a lot of capabilities and we have a lot of customers, so why not combine those and see where do we have the biggest opportunity in terms of actually helping our customers to become more sustainable? We developed a methodology where we investigated our capabilities, our customer pain points, our customer opportunities and landed in four broad impact opportunities. That's where we have business opportunities in making our customers sustainable. Those are new focus areas within our sustainability long term plan, where we engage with our own business to drive these areas and develop together with our customers to create positive impact on people, planet and societies.

    Ida Bohman Steenberg:

    I think also if I may add to that, Ulrika, so we set the plan to do that, and we had of course, a lot to build upon. We had lots of good reference cases, but of course, we needed to pin it down to get the buy-in from management. Also, of course, get the resourcing. We started with identifying those areas where we think that other people have, or other customers or stakeholders have impact opportunities, which means a business opportunity for us. We must not forget that, but in order to actually deliver in a good way and at the speed that our customers require, we also had to create a consultancy team that could help in the delivery organization because the customer requirements become... The pressure was so high.

    For our little team group sustainability, we couldn't really handle everything, so we created something that we call the sustainability hit team, which is a consulting team consisting of consultants that knows data and sustainability within business consulting. Ulrika, you have been given also... You have the role of leading this group, perhaps you would like to say something more about that group?

    Ulrika Lagerqvist Von Unge:

    Yeah. Yeah. Sure. Well, this is a group of people that, just as Ida said, they have this kind of expertise, combining sustainability knowledge with IT and technology. We work together to identify both ongoing projects that might be related to sustainability in one way or the other that we perhaps can scale and create synergies, but we also work to identify new opportunities, having our ears towards the ground and listening into what do the customers actually want to have. Then, we take in these opportunities and try to see how we can develop them to actually support our customers. Hopefully, this team will just continue to grow and us with our other efforts, become very integrated in all our business operations. That is at least our aim, so the responsibility lies where the responsibility is sort to say.

    Rebecca Griffith:

    That's wonderful. Now, I think you've kind of touched on this in a broader sense, but in the TietoEVRY annual report, you talk about implementation of sustainability into daily business operations. What are some other key ways that you're doing this?

    Ulrika Lagerqvist Von Unge:

    Yeah. If I can start, Ida?

    Ida Bohman Steenberg:

    Sure.

    Ulrika Lagerqvist Von Unge:

    I think one of the most important things is to involve everyone from the beginning in what we actually should focus on and what are the most important topics in terms of sustainability, both for all our stakeholders, but also for our business, so that we actually give the ownership of sustainability to the organization. Not so that they feel it comes from the side or from above, but it's actually something that is relevant and that the organization owns. That means that each and everyone has the responsibility to also contribute to our joint targets that we also have involved the different business leaders and parts of the organization in setting. I think that ownership is a keyword here to actually enable integration of sustainability in the operations. Ida, do you agree?

    Ida Bohman Steenberg:

    Yeah. No, but the group sustainability, our group, we are a small team consisting of specialists with long experience, but we are only so many, so we have to have a very integrated way of working in order to make this fly. What we've been focusing on a lot since many years back is to get it integrated. For instance, if we look at responsible sourcing, which is crucial how we handle our supply chain. We work closely together with a chief procurement officer. The sustainability goals that we have that are public and that we disclose every year in our annual report is just as much his goals as it is our goals, so we really get some power behind driving it and we get the results that we need in order to move forward. That is one thing. Then, as Ulrika explained earlier in the last question about the sustainability hit team, how we also now have taken this step further to really approach the business in a more structured way that we have done before. As I said, we had very good reference cases and we have a portfolio of sustainability related services, but now we're doing this in a much more structured manner because of the market, the demands that has increased so much.

    Caitlin Mackie:

    Yeah. That's great. I think what you mentioned, having that structure helps with that company buy in and getting everybody on board and realizing that it's everybody's commitment and it's like a journey you're all on together. Yeah. I think that's great. Something that's often talked about is the overlap between business and sustainability and the role of the business in addressing some of the major challenges we face as a society. I think so many look to clearly distinguish their responsibility and draw a line somewhere, but I'm not so sure that's the right approach. TietoEVRY certainly recognizes they have an important role to play and really pave the way towards carbon neutrality. What's your approach to this?

    Ida Bohman Steenberg:

    Okay. First of all, I think there must be an overlap or there must be like, if you are a company like we are, we cannot do things that we don't think also is good for us, like financially long term. That is the beauty of sustainability. If you have good and long term targets, it's also support the growth of the company in financial terms, so we always have both those perspectives in mind, creating strategies going forward. For us, we work both for our own operations when it comes to climate change to decrease our carbon footprint, obviously, so we are changing. We have renewable energy in all our data centers and offices. We are now currently at 80% and approaching 100. It's going to be difficult. The last percent is always the most difficult ones, but we have a good development as for now.Then, of course, we work super hard because this is the, I think number one question that our customers is asking for, ways to manage their own carbon footprints. Here we are strong in data, of course. Do you want to add something around that?

    Caitlin Mackie:

    No, but I think that the first reflection that you had that we have this financial perspective also when developing the sustainability plan, it's important because I think that what we see is that... Our business is doing business. Yes, of course. But if you don't do it right, there will be no business on a dead planet, right? So that you have to have the long term perspective where you take into account all the different aspects. It's not only the financial, because they're also interlinked. I think that also the risks that are connected to, for example, climate change for business operations, so the inbound risks that the surrounding is posing to us are becoming more and more clear. I think that it's also becoming evident that if you don't have sustainability integrated in your operations, you will no longer have a license to operate in 2021 and beyond. I think it's just a smarter way of doing business, to be honest.

    Rebecca Griffith:

    We can all acknowledge that climate action is one of the biggest global challenges for our generation. In recognizing that this is one of your key priorities to address, how do we take these challenges and frame them in a way of opportunity?

    Ida Bohman Steenberg:

    Well, this is the beauty of being a tech company. We have the luxury of not having lots of goods that we need to take care of cotton or food or so, so we can go straight to the point, I think, and start to listen to what our customers need and create services and solutions that support them in their journey to decrease their carbon footprint. It sounds very easy when I say it like this. It's not that easy, of course. It requires a lot of hard work and everything, but that's what we should do. I think that when you look at the crisis that is emerging, the tech industry is also seen by the other industries as the great enablers. I think that we have a key role to play. I think that we have a responsibility to our stakeholders to be there and to be in the forefront.

    I think that's what we've been doing. For instance, for the last year, the guest team has been working on a very interesting solution called the sustainability hub, which actually addresses this spot on. Would you like to...

    Ulrika Lagerqvist Von Unge:

    Yeah. Yeah. Definitely. I totally agree with you, Ida. The tech industry, it's really an enabler and that also means that there's a lot of business opportunities. As you said, the sustainability data hub voice, one of our responses to these kind of business opportunities that we see out there, so what happened was that we were sitting and discussing and realized that one of the biggest obstacles for companies to actually integrate sustainability into decision making, into risk management analysis, et cetera, is the lack of data as you have now produced your own ability report, the big hurdles that comes with actually collecting the data for that report, it sits in shattered data sources.

    The collection is often manual. The data might not be in the right shape. Most companies actually collect the non-financial data once a year for their annual sustainability report. That means that when you have that data, you are actually steering through the rear view mirror because you are not steering proactively by taking fresh data into account when you take your decisions or plan your operations. What we did was that we started to develop a solutions, which builds on automating the data collection of sustainability data by helping customers to identify where does the data sit? How can we actually automate it? Is it via automation, via IoT solution? Who will use the data? Which KPIs and metrics do we want to map it against? How often do we want the data to be updated? Then, visualize it in real time? A modern way of an ERP system for ESG data, you could say, so that it is actually possible to equate non-financial inform and with financial information.

    That should give the opportunity for companies to treat the data in the same manner and actually integrate sustainability into the decisions that they take. For example, let's think about the impact of us going from working at the offices to now working hybrid. What are the actual impacts? Can we see that the sick leave has increased or decreased? How has the carbon emission been impacted by us not traveling back and forth to the offices? If we have that data, we could also use that to decide whether we should continue with hybrid working, or if we should force our employees to come back to the office, or if everybody should be working from home. If you can get hand of that collective view of the activities that you take, you could also make more holistic and informed decisions. That's one response kind of how we try to treat sustainability as a business opportunity and identify which are the pain points that our customers have in terms of co-creating a sustainable future, and where can we tap in into that? That is the kind of beauty, as you said, our industry.

    Ida Bohman Steenberg:

    It is.

    Rebecca Griffith:

    Really interesting looking at it in real time, as you said, as opposed to a retrospective assessment of the data, which really, you can't change.

    Ulrika Lagerqvist Von Unge:

    Exactly. Yeah.

    Ida Bohman Steenberg:

    Yeah.

    Rebecca Griffith:

    What's the point in waiting another 12 months to then look at it again when you have completely done [crosstalk 00:18:32]?

    Ida Bohman Steenberg:

    Yeah. Both sustainability.... Yeah. Sorry. Both sustainability and tech is moving extremely fast. I think we need to work like this. I think customers are going to require... We see more and more before they wanted us to report once a year, but now so many of our customers, they want us to report different types of data related to the solutions or our delivery to them on a quarter basis. The more we can have real time data, I think it's going to be the new normal very soon.

    Ulrika Lagerqvist Von Unge:

    Me too. That will be a huge game changer for companies. When the data is there, you can get it black on white. There is no excuse for taking bad decisions, right?

    Caitlin Mackie:

    Yeah. Yeah.

    Rebecca Griffith:

    Quite exciting.

    Caitlin Mackie:

    Exactly. I don't know about you, Beck, but I'm definitely sitting here being like, "Wow," at all, like this would've been super handy 12 months ago.

    Ulrika Lagerqvist Von Unge:

    Yeah.

    Ida Bohman Steenberg:

    It's out there. Yeah.

    Ulrika Lagerqvist Von Unge:

    Yeah.

    Ida Bohman Steenberg:

    It's on the market, so you're more than welcome.

    Caitlin Mackie:

    All right.

    Ulrika Lagerqvist Von Unge:

    I think that's also typical from sustainability that you have to understand that the solutions to all of these kind of complex problems, they can't be solved by any actor. We need to work in ecosystems and everybody will have to bring their expertise to the table. Then, we can get things to actually be solved. I hope that that logic will also impact other areas so that we more try to cooperate instead of having the cake ourselves, because then there will be no cake left over. That would be sad.

    Caitlin Mackie:

    It's so, so refreshing to hear you say that. I think for so long businesses have always had this idea about, "Oh, competition," and like, "Keep what's yours. Keep it to yourself. We're going to succeed in this area." But moving into this space, it's just not about that anymore. It's about how we can collaborate together to reach those solutions. I think that's so powerful.

    Ida Bohman Steenberg:

    For sure. No. Sustainability is horizontal work. As an organization, as an entity, as a company, we are not stronger than our closest stakeholders anyway. Our performance is very much reliant on their performance.

    Ulrika Lagerqvist Von Unge:

    I think it's so interesting also because since we come from that kind of background, Ida and I also always working across all silos, across all kind of company functions. We also get a special role in our company because we don't have the legacy of working in silos, so we just totally break them all the time because we're not aware of them. That's just what is needed to be able to get the job done. I think that it's really interesting to see how the organization actually appreciates that.

    Ida Bohman Steenberg:

    Yes. Sometimes, they don't.

    Ulrika Lagerqvist Von Unge:

    Sometimes, they don't. Exactly. Sometimes, they don't. Yeah. That's true. Yeah.

    Ida Bohman Steenberg:

    But we have our battles internally. If you're a sustainability professional working in a big organization, you must be very prepared to have those tougher discussions as well, but we all get there, not always on time from our perspective, but that's the way it has to be. Fearless and just...

    Ulrika Lagerqvist Von Unge:

    Stubborn.

    Ida Bohman Steenberg:

    Stubborn, and don't be too bothered about silos or hierarchies or so, because then you will never get anything done.

    Caitlin Mackie:

    I wanted to highlight or expand on the idea of opportunity and the fact that we constantly need to be exploring new and better ways of doing things so that we can move forward. It would be great to get your thoughts on the role of technology in advancing sustainability. I know you've touched on it, but it'd be great to elaborate.

    Ulrika Lagerqvist Von Unge:

    If I start, then you can build on it.

    Ida Bohman Steenberg:

    Sure.

    Ulrika Lagerqvist Von Unge:

    I think that some of the business opportunities or the solutions that we can develop are cross industrial. For example, the need for data and the need to get hold of it and to visualize it and to be able to act on it, is of course, something that all companies in all industries could make use of. But then, I think that for many solution, they are industry specific. For example, logistic. They need certain solutions to be able to optimize their logistic, their rooting, or to better pack their lorries and trains, et cetera. But I think that... There are both this industry specific solution and this cross sectional business opportunities stuff that you have, and also one of the hidden gems within the IT sector is the side effects of digitalizing services or solutions.

    It's also important to understand that even though a solution might not be developed and deployed for the use of mitigating or climate change, for example, the actual impact of its implementation might lead to less carbon emission. Let's think about we have a solution that is called patient engagement. It means that you could engage with your doctors and nurses over your phone, which means that you don't have to take the public transportation or your own car to the hospital or to the medical clinic, which of course saves that transportation and in turn, saves carbon emissions if you travel with something except for an electric car. Many of the digital solutions actually have that positive hand print impact or effect, I would say. Of course, the opportunity of expanding on those is also massive and to identify them, perhaps it's the possibility. If you have a patient engagement app, could you use it for other purposes for other users to increase the impact.

    Rebecca Griffith:

    At Easy Agile, one of our goals was to establish a baseline and publish our very first sustainability and diversity report, which I believe we've shared with you. We'll also share that report as well as the TietoEVRY annual report in the show notes for our listeners. But what advice would you give to organizations to ensure that these kind of documents don't turn into a stagnant document or a mere check of the box exercise? How do we use these reports to encourage conversation and continually seek ways to improve?

    Ida Bohman Steenberg:

    Okay. I get so many thoughts now. First of all, keep up with an upcoming frameworks. Don't get stuck in all the good old GRI for instance. In the European Union, so we are now approaching the taxonomy reporting or TCFD or so on. Go for those new ones. Also, of course, everybody has to do the ground work. You have to do your stakeholder engagement, the dialogues, the materiality analysis in order to know that you focus on the right things and so on, and you have to have really concrete goals and action plans and KPIs and everything, so you can measure your performance against the goals that ultimately what sustainability reporting is about. But then, I think the opportunity with reporting, because reporting can be a little bit boring too, in a sense, and it can feel stagnant in a way. It is that it's such an important tool in the strategy work.

    This is where you get the attention from the leaders like, "What goals are we going to have and how did we do and so on?" That's where you can have the good discussions or you can also raise the ambition level as you go along. That I think is really crucial. Use it as a strategy tool as well, and then never get stuck in like, "Oh, yeah. It's good. We met our targets. We moved 3% forward or whatever." Don't think so much about that. Think about lie what are the major challenges right now? What is your role as an organization? No matter what organization you are, find your way to be part of the solution instead. We have that discussion sometimes internally. People are like, "Oh, but you're doing so good. You have a good results and so on."

    But for me and Ulrika and our sustainability professionals, we're like, "Yeah. Okay. We move forward. That's good." But from a greater perspective where we are reaching the tipping point for the planet, so we feel other pressure in order to move forward faster. Don't end up in like, "Yeah. We move forward. We're keeping the pace." Full on power ahead, and speed is of essence going forward.

    Ulrika Lagerqvist Von Unge:

    Yeah. No, I fully agree. I think that's really good reflections to hook the sustainability reporting up on the challenges to understand. What are the purposes? What are we actually trying to achieve by this report? We are trying to contribute to minimize the negative impact and to increase the positive impact, and the sustainability report is a tool for that. I think another thing that is really important is to actually also engage with the organization to get them define their own targets and their own metrics to report on, so that they feel ownership. For some of the areas that we have in our sustainability report, when we have an engaged partner within the organization that themselves have ideas on targets, we develop their own KPIs.

    They feel that, "I really believe in this. I want to work with this." Then, the follow up and the continuous reporting is much easier than while we have perhaps other parts of the organization where there isn't so much clear targets internally, so that the sustainability report is more felt like something that is done on an annual basis just collecting the data, but not making use of it actually. Just create that commitment and build on the company's own targets and own KPIs that are useful. Then, of course, sometimes if you do report according to a sustainability framework such as the GRI standards, which is commonly used in Europe, then you, of course, need to report according to some of the metrics in that standard, but then add your own key guides, your own metrics, because that will make the organization feel engaged, I could say.

    Ida Bohman Steenberg:

    Yeah. Yeah. Basically to summarize that, so three things, do the groundwork according to the upcoming and fresh frameworks, and then two, use it as a strategic tool to have those important discussions with management and make it a part of the overall strategy, so you don't end up with the sustainability strategy and an overall strategy. Then, three, be bold. Look at the challenges and not only what's doable or keeping the trend or whatever. Those three things, I think is important to have in mind.

    Rebecca Griffith:

    Spot on.

    Caitlin Mackie:

    Yeah. I love that. I think that's great advice, especially the idea of you're mapping out what you're doing internally and what that looks like, but being able to take that step back and say, "Okay. But what does this contribute to in the big picture? What are we actually helping and what are we doing to move in the right direction?" Something that I often think about is things like the UN sustainable development goals and looking at those and being like, "Well, what can we do to of map where we are at and where can we offer? What can we be doing in this space that helps reach those targets?" Yeah. Great advice. I love it. But I think just to wrap us up, our last question for both of you is looking forward, what keeps you hopeful?

    Ida Bohman Steenberg:

    It keeps me hopeful. Well...

    Ulrika Lagerqvist Von Unge:

    For me, I think the younger generation, to be honest. I think that seeing my brothers' daughters that are teenagers, or to see [inaudible 00:31:19] and the commitment that she's able to steer up, I think that gives me hope that things will move faster in the future. I think that's positive.

    Ida Bohman Steenberg:

    Yeah. I also second that. I think I visited the school last week with students like 18, 19 years old, and I've been doing that every year for a couple of years now and I always ask them, "What do you know about sustainable? What do you think about it?" Before, it was like, "Yeah. The environment or recycling maybe," but now they were like, "Yeah. The UN SDGs..." So the level of knowledge has increased so much. There is huge interest and when I gave them, "What can you do on a practical level if you want to live a more sustainable life?" They were like, "Yeah. Don't buy a new party cup for the Friday night. Borrow from your friends, or there are these sites. I can text you these sites where you can borrow dresses and stuff like that." They are doing it in real life in such a good way where they combine technology and sustainability, so they're much more tech savvy than we are. I was very inspired by that.

    Ulrika Lagerqvist Von Unge:

    They're also willing to actually sacrifice stuff. It's like, "No, we don't fly. We don't do this because we would like to have a future to live in." I think that that is something which we are so comfortable and so used to having a certain lifestyle, but they are perhaps not and they are challenging that lifestyle that we have been having, which has also led to where we are today.

    Ida Bohman Steenberg:

    I think also to add to that, I think that finally the leaders of our countries are getting it, at least getting close to getting it. I think things are changing, so that's good, but my hope stands to the young ones still.

    Rebecca Griffith:

    It's nice to feel that it's becoming a normal part of consciousness for the newer generations where it's something that we had to learn to appreciate and respect and to take action on, but it seems to be a part of their upbringing and a way of life now, which is great.

    Caitlin Mackie:

    Well, I think that's great. I think it's great to leave the episode on such a high and leave the audience with a bit of inspiration moving forward. Thank you both for taking the time to chat with us and sharing your expertise with the Easy Agile audience.

    Ida Bohman Steenberg:

    Thank you so much for having us. It was fun to talk to you, and it's nice also to talk about the perspectives from the Nordics and from the tech industry. Thank you very much.

    Rebecca Griffith:

    Thank you.

  • Podcast

    Easy Agile Podcast Ep.33 How to Align Teams Through Strategic Goal Setting

    In this episode, we dive deep into the challenges of aligning teams with strategic goals across organisations of all sizes. From fast-growing startups to large enterprises, teams everywhere struggle with the same fundamental issue: translating high-level objectives into actionable work that drives real value.

    Our guest Andreas Wengenmayer, Practice Lead for Enterprise Strategy and Planning at catworkx (the #2 Atlassian partner worldwide and #1 in EMEA), shares his 11 years of experience helping organisations bridge the gap between strategic vision and team execution.

    Want to see these concepts in action? Andreas and Hayley hosted an interactive webinar where they demonstrated practical techniques for strategic goal alignment using Easy Agile Programs. Watch the recording here→

    About Our Guest

    Andreas Wengenmayer is the Practice Lead for Enterprise Strategy and Planning at catworkx, one of the leading Atlassian Platinum Solution Partners globally and the #1 in EMEA. With over a decade of hands-on experience helping enterprise teams scale agile effectively, Andreas specialises in bridging the gap between strategy and execution. His work focuses on guiding organisations through complex transformation programs, optimising portfolio planning practices, and helping teams adopt frameworks like SAFe with clarity and purpose. Known for blending pragmatic insight with systems thinking, Andreas brings stories from the field - ranging from fast-moving startups to complex, multinational enterprises.

    Transcript

    Note: This transcript has been lightly edited for clarity, readability, and flow while preserving the authentic conversation and insights shared.

    Recognising the signs - when teams aren't aligned

    Hayley Rodd: Awesome to have you here. So I'm going to start with a bit of a reality check. We've worked in organisations across the spectrum from really fast-growing startups to really big enterprises. From your experience, when you walk into a PI planning or quarterly planning session, and I'm sure they're pretty hectic, what are the telltale signs that teams aren't truly aligned on what success looks like?

    Andreas Wengenmayer: That's a great question - one I hear frequently. You can imagine, especially post-COVID when teams returned to in-person planning sessions. Back in 2017, we'd have huge arenas with hundreds of people in one place. People are happy to see each other, excited to chat with colleagues from different locations. This became even more pronounced after COVID, when everyone was working from home more frequently. That's a good sign - the mood is positive.

    But you also notice some teams under pressure. They'd rather be working on actual deliverables. They know they have to be there, and it takes two full days to complete all the planning. Meanwhile, they're carrying a mental backlog - technical debt, unfinished work from the previous PI, catching up on delayed items.

    This is what I often observe: teams get bogged down discussing minor details. People debate specifics, and you can see they're frustrated about something deeper - but they're not addressing the root cause. This creates its own negative momentum and can derail otherwise solid planning sessions.

    Teams get bogged down discussing minor details. People debate specifics, and you can see they're frustrated about something deeper - but they're not addressing the root cause. This creates its own negative momentum and can derail otherwise solid planning sessions.

    Sometimes you have to step in and ask what's really underneath. What's the actual cause? People say, "Yeah, I have to be here because that's the format, but I'm not engaged." Maybe it didn't work well in the past and there's lingering skepticism.

    The prevailing attitude then becomes: "This isn't really collaborative. Leadership plans from the top anyway. The outcomes are predetermined - here's the plan, just make it work and update your boards." When people feel they can't meaningfully contribute or influence direction, they simply go through the motions.

    My favourite example happens at the end when teams must formulate their objectives. It becomes a box-checking exercise - create something that satisfies the coach or Release Train Engineer so everyone can "get back to real work."

    What good alignment actually looks like

    Hayley Rodd: You've touched on so many things there. I can imagine walking into that room and feeling the pressure. People getting caught up in minor details rather than talking about root causes, or not asking the five whys to get to that root cause. You also touched on getting buy-in across the organisation. When people are really nailing it, when alignment is really there, what does that room feel like?

    Andreas Wengenmayer: Yes, I've fortunately experienced those environments, and they're actually more common than you might think. When companies genuinely commit to grassroots planning, truly investing the time it requires, and ensure teams aren't overwhelmed from the start with everything marked "priority zero," you create the foundation for successful planning.

    When companies genuinely commit to grassroots planning, truly investing the time it requires, and ensure teams aren't overwhelmed from the start with everything marked "priority zero," you create the foundation for successful planning.

    You can see it immediately in people's body language and interactions. The energy in the room is palpable. If people appear resigned or intimidated, afraid to speak up, that's typically a red flag. The opposite creates magic.

    Think about high-performing teams, like being a Scrum Master with an exceptional group. The best teams aren't just collections of highly skilled individuals in specific roles.

    The best teams are those who communicate openly, genuinely enjoy each other's company, maintain positive energy, and actively support one another. This dynamic enables remarkable achievements. Maybe someone knows a contact in another tribe, release train, or department who can provide crucial answers and facilitate communication. Communication is absolutely fundamental.

    That collaborative spirit is the hallmark of truly effective teams.

    Hayley Rodd: Absolutely. We would know it in our day-to-day work, right? If your teams aren't communicating, if they're too overburdened as you said, it's not a good place to start. But if you can get that starting point right, if you can get that communication right, so many things will flow after that.

    Andreas Wengenmayer: Absolutely. Looking back at any planning cycle, the real test is: did you plan the right things? You only know at the quarter's end whether you estimated capacity accurately.

    Here's the crucial question: How does your organisation respond when goals aren't met? Do stakeholders focus on finding solutions? Do team members feel safe asking probing questions and seeking answers? Or does the blame game begin, searching for scapegoats?

    How does your organisation respond when goals aren't met? Do stakeholders focus on finding solutions? Do team members feel safe asking probing questions and seeking answers? Or does the blame game begin, searching for scapegoats?

    When you're permitted, encouraged, even, to be genuinely open and honest, you become much better at assessing realistic capacity. What makes stakeholders universally happy is predictability. You want confidence that your plans will actually materialise, that your commitments will be fulfilled.

    Success breeds success, creating a positive foundation for the next PI. It's a continuous cycle that can spiral upward toward excellence or downward toward dysfunction.

    The startup vs. enterprise spectrum

    Hayley Rodd: Let's talk about the two ends of the spectrum. You've got a lot of experience, so I love hearing about this. Small companies will often say, "We're agile, we can pivot quickly, we don't need formal goal setting." Then enterprises are going all out on OKRs, cascading objectives, saying they're aligned because they've got those things in place. Yet both struggle with the same core problem. What's really going on?

    Andreas Wengenmayer: You're absolutely right. I've been in agile projects since 2014, 11 years now, and I've seen a lot of companies pre-COVID, post-COVID, different sizes.

    Starting with the really small ones, startup companies - what's really astonishing is that some very small startup companies tend to become overly complex, which is amazing. Some want solutions that are way too overblown. Basically, they need a sailing boat, but they're thinking about ordering an aircraft carrier.

    Some startups want solutions that are way too overblown. Basically, they need a sailing boat, but they're thinking about ordering an aircraft carrier.

    Maybe that's part of startup CEO culture - where everyone's a CEO on LinkedIn, and they think, "We're corporate, we have to be like that." They mostly get to their senses in the end, but small companies tend to be overly complex and overblown when it comes to technology, tooling, and organisation.

    On the other end, large corporations sometimes seem to try their best to become truly agile - living the values everywhere. Still, it's a challenge. In most cases, there's some kind of hybrid planning going on. There's still a roadmap, which is good, but at some level, some people still stick to classical approaches, have some waterfall going on in the back.

    I personally have never seen, for example, a full SAFe organisation where it's done truly at every level. There's a good balance and it should be healthy, but it all comes down to execution.

    I feel like mid-sized companies are often the healthiest when it comes to that.

    There's a balance of method and tooling, but you still need a solid understanding of goal setting and tracking. This includes pivoting when goals aren't right and learning from how you did things in the past. The gap between management and teams isn't that huge, and it's easier to bridge.

    Avoiding death by KPI

    Hayley Rodd: You've touched on so many fundamental things around getting the method and tooling right, but also that cultural aspect. I love the insight around mid-size organisations often striking that balance well. When we're thinking about the enterprise risk - which could be "death by KPI" or OKR, do you agree? Can you paint a picture of what that looks like and how it actually makes teams less focused?

    Andreas Wengenmayer: Absolutely. There is such a thing as "death by KPI." KPIs are important to get a clear picture - you do need metrics, and there's merit to it. But as always, it's about choosing the right KPIs, the right metrics.

    My favourite example is comparing story points across teams or ARTs. You measure velocity, and I have to repeat again and again: it's only individual to one team. You shouldn't compare it to another team or across tribes or ARTs - that doesn't work because you're creating the wrong incentives.

    You see what will happen: "Well, okay, my stakeholders want higher amounts of story points. Let's estimate the stories bigger." Of course, that's a continuous loop, but it doesn't give you anything. Story points as a metric are just guidance for a team to get a better feeling for estimations.

    You see what will happen: "Well, okay, my stakeholders want higher amounts of story points. Let's estimate the stories bigger." Of course, that's a continuous loop, but it doesn't give you anything. Story points as a metric are just guidance for a team to get a better feeling for estimations.

    You want predictability - you want to meet a certain range. So it's not a great KPI when it comes to monitoring progress across teams. They have better KPIs in place.

    Other metrics tend to create what I call bureaucracy. If you spend too much time creating reports, you have less time to create anything of value.

    Hayley Rodd: I think there's so much in what you're saying about people being realistic and honest, open to pivoting or changing a goal if it's not the right one. Admitting to that is really difficult because no one wants to admit that what they set out to do is failing. But understanding that failure can sometimes be a benefit - you can learn from that. There's so much in that cultural aspect, right?

    Andreas Wengenmayer: Absolutely. Coming back to goals rather than KPIs - KPIs are like being on a boat in your control room. You see what the engine is doing, the temperature - those are KPIs. Goals, on the other hand, are the course that you set.

    KPIs are like being on a boat in your control room. You see what the engine is doing, the temperature - those are KPIs. Goals, on the other hand, are the course that you set.

    You could be a small company like a startup - you're in a canoe, you're rowing. Or you're a large company - you're like a big freighter. Still, if you don't set the right course, the right goal, you will never reach your destination. Your team can be as proficient and perfectly working as they could be. If the course isn't right, hopefully you have enough provisions on board to survive a long journey.

    Where organisations get stuck in goal setting

    Hayley Rodd: Where do organisations typically get stuck? Is it defining the goals, communicating the goals, or translating them into action - that execution point you made before?

    Andreas Wengenmayer: It could be basically any one of those. If you have a smaller or mid-size company, it's easier to communicate - you don't have to bridge as huge a gap. But still, you have high-level goals that have to be translated into real work. Real value is created in the teams.

    If you have a high-level goal that's highly abstract and sounds good on paper - "increase customer satisfaction," "create better products," "make the world a better place" - people still have to understand: What does that mean to my daily work? If I'm a developer, what's my stake in that? How can I contribute?

    If you have a high-level goal that's highly abstract and sounds good on paper - "increase customer satisfaction," "create better products," "make the world a better place" - people still have to understand: What does that mean to my daily work? If I'm a developer, what's my stake in that? How can I contribute?

    That's when communication and breaking down goals becomes really important. Breaking them down the right way, having them visible and transparent, and creating that feeling of contribution. You make it visible that you're not just working for yourself or your team, but you're really contributing. You understand what you're working on and why you're doing it. Purpose is critical.

    Bridging the strategy-to-sprint gap

    Hayley Rodd: That's a really good segue into the next question about translating strategic vision into team-level objectives that people can grab onto and execute. Leadership will often say something like "increase customer satisfaction," and teams are left going, "What does that mean for me in my sprint this week?" How does an organisation bridge that gap between the high-level leadership view and what we can do in our sprints as a team?

    Andreas Wengenmayer: First of all, you as company management need to take the time. There have been, and still are, a lot of approaches with company values, putting posters on walls, creating marketing. Those are all values - that's what a company is like. Then you link it with your products, services - great services, customer satisfaction. Okay. Then comes the real challenge: we want to succeed and create the next service, software solution, or product.

    The goal is clear on a high level, but how do we break it down? That's when the real work comes into play - breaking down the goals into smaller pieces.

    It's like building a LEGO space station when I was a kid. You have the picture on the box in the beginning - 'Oh, that's what we're going to build.' Then you have to start putting together all the small pieces. You need a plan, you need the little pictures of the steps. You start with the big picture, then you're breaking it down one piece at a time. You create different parts, and they come together at the end. Same goes for goals.

    It's like building a LEGO space station. You have the picture on the box in the beginning - 'Oh, that's what we're going to build.' Then you have to start putting together all the small pieces. You need a plan, you need the little pictures of the steps. You start with the big picture, then you're breaking it down one piece at a time. You create different parts, and they come together at the end. Same goes for goals.

    Hayley Rodd: Nice. A colleague of mine often says you eat an elephant one bite at a time - similar thing, right? When you see that big goal, it's really overwhelming. But if you can break it down into those chunks and smaller pieces, it becomes so much more manageable and achievable. People can get behind that vision.

    Managing moving targets

    Hayley Rodd: In fast-moving environments, goals often shift. We're agile, we're always moving. How do you help teams stay connected to a moving target without either ignoring changes or constantly thrashing around?

    Andreas Wengenmayer: Back in the nineties and early 2000s, there was a computer game that wasted a lot of time in offices where you were shooting at geese in Scottish Highlands. It was a big phenomenon because people were trying to get the next high score.

    If you think of moving targets, it's a bit like that. Imagine you're doing your work - whether you're a hunter or developer doesn't matter - but you approach, you take aim, and the geese keep flying up. You miss the target. Same thing if you have moving goals.

    It's harder to aim and approach them right. What you should avoid as a company or someone in charge is constant interference. Stick to your goals or objectives that were agreed upon during PI planning. Don't change them midterm during a PI.

    What you should avoid as a company or someone in charge is constant interference. Stick to your goals or objectives that were agreed upon during PI planning. Don't change them midterm during a PI.

    That doesn't mean you can't learn from mistakes or wrong goals. You can adjust them, but you have to adjust them in the right place and time, which is during planning. Of course, if something security-related comes up, you have to act, but it has to be agreed upon, and you still have to communicate it and create understanding.

    Keeping goals visible and actionable

    Hayley Rodd: Even when goals are well-defined, keeping them visible and actionable throughout a PI is tough. What practices or tools have you found most effective for maintaining connection between daily work and high-level strategic objectives?

    Andreas Wengenmayer: Good question. Having the goals present at all times helps a lot. If you just meet for planning, have your goals set, and never look back during the PI, it doesn't do you any good.

    That could be a piece of paper on the wall like we had back in the day - and still could be if you're working in the office. Also, choose the right tools to track the goals and create acceptance for tools. Really use them. Look into them - whether it's an OKR tool or some other solution, even PI objectives. Are we still on track?

    What really helps is if it's not static but shows progress, and especially shows the link of what you're contributing - like what you achieved in your last sprint and how it plays into the objectives or goals, progress moving ahead. There's always a good feeling - everybody loves a green bar moving ahead or a checklist.

    What really helps is if your tool is not static but shows progress, and especially shows the link of what you're contributing - like what you achieved in your last sprint and how it plays into the objectives or goals, progress moving ahead. There's always a good feeling - everybody loves a green bar moving ahead or a checklist.

    It helps keep the vision and goals present.

    Hayley Rodd: When I was a teenager in my final year of high school here in Australia, I wanted a specific score on my final exams. I had a big poster in front of my desk that I sat at for hours every day studying. Looking back, I didn't know what I was doing - I just wanted to visualise my goal, and I didn't know the psychology behind it. But I'm happy to report I got that mark and above.

    I think it was as you were saying - that constant reminder, that piece of paper worked for me. In organisations, we're looking for something a bit more complex sometimes, but I like your "keep it simple" advice. It doesn't always have to be super complex. It can just be a checklist, progress bar, or piece of paper - something that helps you feel connected to the goal and reminds you of it often.

    When good work doesn't align with goals

    Hayley Rodd: Have you seen situations where teams were delivering lots of work - good work, but it wasn't clearly contributing to company goals? What tends to cause that disconnect?

    Andreas Wengenmayer: Yeah, that happens quite a bit. I can think of one example with very technical teams, like in semiconductors. Very smart people - everyone has a PhD in physics, material science. Awesome, smart people who tend to love their job. They're awesome, but they're also perfectionists who can still improve things and want to make them even better.

    If you're in the business of producing machines used to produce semiconductors, for example, it's a complex task with a complex supply chain or value chain. You're creating lithography machines to create wafers used by other companies, and in the end, you have a customer planning the release of a new phone.

    Your customer waits, the end customer waits, and you have to deliver on time. Sometimes this creates a challenge because teams still want to improve and make it even better. That's when economics come into play - the view of the big picture. You still have to communicate it. You shouldn't discourage such a great team, but you need to get the bigger perspective back to the teams and create acceptance instead of saying, "Hey, stop what you're doing, it's good enough." You don't want that. It all comes back to transparency and communication.

    On the other spectrum, what you sometimes have is just too much workload on teams. Time for planning gets cut short, and if you don't take enough time to plan well, no wonder the results don't work out. It's just a lot of busy work - a lot of things getting done, but not necessarily the right things at the right time.

    On the other spectrum, what you sometimes have is just too much workload on teams. Time for planning gets cut short, and if you don't take enough time to plan well, no wonder the results don't work out. It's just a lot of busy work - a lot of things getting done, but not necessarily the right things at the right time.

    Hayley Rodd: If you don't do that planning at the start, you're setting yourself up for misalignments. If you're not communicating that plan regularly, you're setting yourself up for that busy work and people getting distracted. It's just so common. That planning part is so fundamental to getting it right.

    One piece of advice for frustrated leaders

    Hayley Rodd: We're on the home stretch now. If you could give one piece of advice to an engineering or product leader who's been frustrated because their teams seem to be going through the motions of PI planning or quarterly planning without real buy-in, what would it be?

    Andreas Wengenmayer: I can resonate with that so well, and many can. I'd say: take the time to find out what's really going on. Investigate the root cause. It's like if you have a house and you're trying to fix a crack in the wall - you can look at the crack and do some superficial fixing or use a thick layer of paint, but you still have to find out what's causing that issue. Maybe something deeper.

    You mentioned the five whys - that can be one way, but you have to have some understanding of the right way to approach people. You don't want to put anyone on the spot. Looking for a scapegoat doesn't help anybody.

    We need to look at what's behind it, what's causing it. It all comes back to investing enough time for planning, but doing it with purpose. Not doing the whole planning like theatre, where everybody acts their part - that doesn't do you any good.

    It all comes back to investing enough time for planning, but doing it with purpose. Not doing the whole planning like theatre, where everybody acts their part - that doesn't do you any good.

    People have to understand why they're doing it. There has to be purpose and understanding - enough time, no distractions, and a positive atmosphere where everybody can contribute and be open.

    You don't want people saying nothing because they don't dare to criticise or say no.

    The connection between goal clarity and team motivation

    Hayley Rodd: What's one thing you wish more organisations understood about the connection between goal clarity and team motivation?

    Andreas Wengenmayer: We could get back to the boats we mentioned before. You want to arrive at your destination. If you're not clear about the destination, or maybe some people in your rowing boat don't want to go there, they might not join the rowing. If your crew is not invested, it will take you longer to reach a destination, or you won't get there as well.

    It's the same thing. Motivation is key, and I don't talk about superficial motivation that just annoys everybody. Motivation is a positive environment where people rely on each other. They really like spending time with those people.

    "Hey, I really like to go to lunch with you and talk to you" - not "I'd rather be home and not talk to anybody." You're not annoyed if your teammate asks you a question; you're happy to help. You're feeling safe that when you have a problem or question, you will get help.

    That creates the right kind of motivation - that positive environment, and that can make a lot of things happen. It comes back to openness and transparency, not as buzzwords, but to get the clear picture. As a stakeholder, you get the correct current state because you get true answers.

    I've seen strange situations in major corporations where people really didn't report what they were working on or show the right results. I've seen complete shadow Jira environments - one for internal use and one for external use with customers. There can be huge misalignments because people didn't dare to show real progress. In the long term, it will backfire. If you don't have trust in your environment, in your company, you will have a hard time.

    I've seen strange situations in major corporations where people really didn't report what they were working on or show the right results. I've seen complete shadow Jira environments - one for internal use and one for external use with customers. There can be huge misalignments because people didn't dare to show real progress. In the long term, it will backfire. If you don't have trust in your environment, in your company, you will have a hard time.

    Wrapping up

    Hayley Rodd: There are so many key themes coming up throughout our conversation. You've talked about ongoing communication across teams, really planning with purpose, getting that context and buy-in to help with motivation, and allowing for radical candour - being really open if something's not working and being okay to call it out. So many cultural and communication elements are critical to the success of quarterly planning, PI planning, and organisations generally. Great takeaways.

    We're going to end it there, but I want to end with a teaser for our interactive webinar that you and I are doing together on September 4th, which dives deeper and shows how to operationalise the ideas we've chatted about here using Easy Agile Programs and linking back to the fundamental services that catworkx provides organisations.

    Andreas, it's been super wonderful to chat with you. I look forward to our webinar coming up on September 4th.

    Andreas Wengenmayer: Thank you so much for having me. Looking forward to September 4th and seeing you again, talking more about tooling, boats, duck hunt, and anything in between.

    Ready to transform your strategic planning?

    The conversation doesn't end here. Andreas and Hayley hosted an interactive webinar where they showed how you can put these strategic alignment concepts into practice.

    They spoke about:

    • Practical techniques for breaking down strategic goals into actionable team objectives
    • How to maintain goal visibility throughout your PI cycles
    • Real-world examples of successful alignment transformations

    Watch the webinar recording here →

  • Podcast

    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.