Easy Agile Podcast Ep.20 The importance of the Team Retrospective
"It was great chatting to Caitlin about the importance of the Team Retrospective in creating a high performing cross-functional team" - Chloe Hall
In this episode, I was joined by Caitlin Mackie - Content Marketing Coordinator at Easy Agile.
In this episode, we spoke about;
- Looking at the team retrospective as a tool for risk mitigation rather than just another agile ceremony
- The importance of doing the retrospective on a regular cycle
- Why you should celebrate the wins?
- Taking the action items from your team retrospective to your team sprint planning
- Timeboxing the retrospective
- Creating a psychologically safe environment for your team retrospective
I hope you enjoy today's episode as much as I did recording it.
Transcript
Chloe Hall:
Hi, everyone. Welcome to the Easy Agile Podcast. I'm Chloe, Marketing Coordinator at Easy Agile, and I'll be your host for today's episode. Before we begin, we'd like to acknowledge the traditional custodians of the land from which I am recording today, the Wodi Wodi 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 Strait Islander peoples who are tuning in today. So today, we have a bit of a different episode for you. I'm going to be talking with Easy Agile's very own Content Marketing Coordinator, Caitlin Mackie. Caitlin is the Product Owner* of our Brand and Conversions Team*. Now this team is a cross-functional team who have only been together for roughly six months. And within their first few months, as a team, mind you they also had two brand new employees, they worked on a company rebrand.
Chloe Hall:
A new team, a huge task, the possibility of the team being high performing was unlikely at this point in time. So, the team was too new to have already formed that trust, strong relationships, and psychological safety, but somehow they came together and managed to work together, creating a flow of continuous improvement and ship this rebrand. So, I've brought for you today Caitlin onto the podcast to discuss the team's secret for success. Welcome to the podcast, Caitlin.
Caitlin Mackie:
Thanks, Chloe. It's a bit different sitting on this side. I'm used to being in your shoes. I feel [inaudible 00:01:45]. I feel uncomfortable. [inaudible 00:01:46].
Chloe Hall:
Yeah. It's my first time hosting as well, so very strange. Isn't it? How are you feeling today?
Caitlin Mackie:
Yeah. Good. I'm excited. I'm excited to chat about our experience coming together as a cross-functional Agile team, and hopefully share some of the things that worked for us with our listeners.
Chloe Hall:
Yes, I know myself, and I'm sure our audience is very excited to hear what your team's secret to success was. Did you want to start off by telling us what was this big secret that really helped you work together as a team?
Caitlin Mackie:
That's a great question, Chloe. And that's a big question. I'm not sure if there's one key thing, I suppose, it is that ultimate secret source or that one thing that led to the success. I'm sure we all want to hear what that is. I would also love to know if there's just this one key ingredient, but I think something for us, and probably one of the most memorable things that really worked for us, and there was a lot for us to benefit from doing this, was actually doing our retrospectives. So that's probably the first thing that comes to mind when it comes to what led to our success.
Chloe Hall:
Okay. Yeah. In the beginning, why did you start doing the retrospectives?
Caitlin Mackie:
So, we were a new forming team, like you mentioned before, and we seen retrospectives as another Agile ceremony, and we saw other teams doing it and they were having a lot of success from it, so we became to jump on that bandwagon. And I think with being a new forming team, there are so many things that come into play. So, you're trying to figure each other out, how we all like to work and communicate with each other, all of that. And we were the first ever team dedicated to owning and improving our website. And we also knew it was likely that we'd be responsible for designing and launching a rebrand.
Caitlin Mackie:
So when you try and stitch all of that together, and then consider all those elements, we knew that we needed to reserve some time to be able to quickly iterate and call out what works and what doesn't. And what we did understand is that retrospectives are a great opportunity for the whole team to get together and uncover any problematic issues and have an open discussion aimed at really identifying room for improvement, or calling out what's working well, so we can continue to do that. So, I think retros allowed us to understand where we can have the most impact and how to be a really effective cross-functional Agile team.
Chloe Hall:
Wow. That is already so insightful. Yeah, it sounds like the retrospectives really helped you to gain that momentum into finding who your team is, becoming a well-working, high-performing cross-functional team. So, how often were you doing the retro? Were you doing this on a regular cycle, or was it just, "Okay. We have a problem. Some blockers have come up, we need to do a retro"?
Caitlin Mackie:
Yeah. I think initially retro, we kind of viewed retros as this thing where like, "Oh, we've done a few sprints now. We should probably do a retro and just reflect on how those few sprints went." It was kind of like this thing. It was always back of our mind. And we knew we needed to do it, but weren't really sure about the cadence and the way to go about it. So now, we do retros on a Friday morning, which is the last day of our weekly sprint. And then we jump into sprint planning after that. So after bio break as well, so let the team digest everything we talked about in retrospectives. And then we come into sprint planning with all the topics that we're discussed, and we will have a really nice, fresh perspective.
Chloe Hall:
Yeah.
Caitlin Mackie:
So, I think this works really well for us because everything is happening in a timely manner. We've just had a discussion about the best things that happened in the sprint or what worked really well, so you want to make sure you can practice the same behavior in the following, and vice versa for the improvements that you want to make. So, that list of action items that come out of a retrospective provide a really nice contact, context, sorry. And you have them all in mind during sprint planning.
Caitlin Mackie:
So for example, in the previous sprint, it might have come up that you underestimated your story points or there wasn't enough detail on your user stories. So, with each story or task that you are bringing into the sprint, you're then asking the question, is everyone happy with the level of detail? What are we missing? Or we've only story pointed this or two, is it more likely to be a five? So, everything is really fresh in your mind, and I definitely think that helps create momentum. When you've got the whole team working to figure out how you can be more effective with every sprint.
Chloe Hall:
That's such a great point that you just made Caitlin. And I love how going from doing the team retrospective, that you actually can take those action items and go into your sprint and put them into place straight away. It's really good. Otherwise, I feel like if you do the sprint retrospective on the Friday, and you're like, "Okay, these are our action items," get to Monday sprint planning and you're just thinking of the weekend. That [inaudible 00:07:20]
Caitlin Mackie:
Yeah, a hundred percent. Yeah. They're super fresher mind for everyone. So, it might not work for every team, but we find it works really well for us, because we're being really deliberate with how we approach sprint planning.
Chloe Hall:
Yeah. And then with that, I could see how doing the retro, how it could easily go over time, but then your team has sprint planning scheduled after. So, it's like you can't go over time. How have you managed to kind of time box that retrospective?
Caitlin Mackie:
Yeah, that's a really, really good question. And it is on purpose as well that they are scheduled closely together. Som as mentioned above, the discussion you've had in the retrospectives provides a nice momentum going to the sprint planning, but it does mean we have to watch the clock. And initially, this can be quite awkward, because you want to make sure that everyone feels heard and that everybody has the same opportunity to contribute. And I think this responsibility falls on the scrum master, or the product owner, or whoever's facilitating the retrospective to call it out and make sure everyone has the chance to be heard. You'll naturally have people tell the longer story or add a lot of extra context before getting to the point. And then you'll have others that will be a lot more direct. And I'm a lot like the latter. I struggle to get to the point, which doesn't work well when you're trying to time box a retrospective, right?
Chloe Hall:
And I can relate, same personality.
Caitlin Mackie:
Yes. So with this, I think it really comes down to communicating the expectation and the priority from the get go. With our team and with any team, you will want to figure out who you can perform really well and continually improve to exceed expectations and be better and learn and grow together. And I think if you all share that same mindset going into the retrospective and acknowledging that it's a safe
space to have difficult conversations. And as long as you're communicating with empathy, the team knows that it's never anything personal, and it's all in the best interest of the team. And that then helps the less direct communicators, like myself, address their point more concisely and really forces them to be more deliberate and succinct with their communication style.
Caitlin Mackie:
And that's really key to being able to stick to that time box, I think. And it does take practice, because it comes down to creating that psychological safety in your team. But once that's there, it's so much easier to call out when someone's going down a windy track, and bring the focus back and sort of say, "I hear you, what's the action item?" And just become a lot more deliberate.
Chloe Hall:
Wow. I couldn't even imagine like how hard it would be, with the personalities that yourself and I have, just trying to be so direct and get rid of all the fluffy stuff. I mean, look at what it's done to form such an amazing team that we have. So, you mentioned that aspect of psychological safety before. And how do you think being in a new cross-functional team... Only six months together, you had those new employees, do you think you were able to create a psychological safety space at any point?
Caitlin Mackie:
That's another fantastic question. And I feel like, honestly, it would be best to have a team discussion around this. It'd be interesting to hear everybody's perspectives around what contributes to that element of psychological safety and if everybody feels the same. So, I can't speak for the team, but my personal opinion on this or personal experience is that creating an environment of psychological safety really comes down to a mutual trust and respect. And at the end of the day, we all share the same goal. So, we all really, really respect what each other brings to the table and understand how all of these moving parts that we are working on individually all come together to achieve the goal. So, when we're having these open discussions in retros, or not even in retros, just communicating in general really, it's clear that we're asking questions in the best interest of the team and individual motives never come into play, or people aren't just offering their opinion when it's unwarranted or providing feedback, or being overly critical when they weren't asked to do so.
Caitlin Mackie:
So, none of those toxic behaviors happen, because we all respect that whatever piece of work is in question or the topic of discussion, the person owning that work, at the end of the day, is the expert. And we trust them, and we don't doubt each other for a second. And I think the other half of that is that we're also really lucky that if something doesn't go as we planned, we're all there to pick each other up and go again. So, this ties quite nicely into actually one of our values at Easy Agile is commit as a team. And this is all about acknowledging that we grow and succeed when we do it together, and to look after one another and engage with authenticity and courage. Som I may be biased, but I wholeheartedly believe that our team completely embraces that. And there's just such an admiration for what we all bring to the table, and I think that's really key to creating the psychological safety.
Chloe Hall:
I love that your team is really embracing our value, commit as a team and putting it into place, because that's what we're all about at Easy Agile, and it's just so great to see it as well. I think the other thing that
I wanted to address was... So again, during this cross functional team, and you've got design and dev, how do you think retros assisted you in allowing to work out what design and dev needed from each other?
Caitlin Mackie:
For sure. So, for some extra context for our listeners as well, so in our team, we've got two developers, Haley and David, and a designer, Matt and myself, who's in the marketing. So, we're very much a cross-functional little mini team. So, we all have the same goal and that same focus, but we also are all working on these little individual components that we then stitch together. So,, I think... We doing retros regularly. What we were able to identify was a really effective design and development cycle. So, we figured out a rhythm for what one another needed at certain points. For example, something we discovered really early was making sure that we didn't bring design and dev work into the same sprint. We needed to have a completely finished design file before dev starts working on it. And that might sound really obvious, but initially we thought, "Oh, well, if you have a half finished design file, dev can start working on that. And by the time that's done, the rest of the design file will be done."
Caitlin Mackie:
But what we failed to acknowledge is that by doing that, we weren't leaving enough capacity to iterate or address any issues or incorporate feedback on the first part of that design file, or if dev started working on it and design then gets told, "Oh, this part right here, it's not possible," so the designer is back working on the first part. And it just creates a lot of these roadblocks. So in retros, this came up and we were able to raise it and understand that what design needed from dev and what dev needed from design in order to make sure we weren't blockers for each other. And the action item out of the retro is that we all agreed that a design file had to be completely finished before dev picks up the work.
Chloe Hall:
I think it's so great that you were able to identify these blockers early on. Do you think like doing the retro on a weekly reoccurring basis was able to bring up those blockers quickly, or do you think it wouldn't have made a difference?
Caitlin Mackie:
No, definitely. I, a hundred percent, think that retros allowed us to address the blockers in a way more timely and effective manner. And we kind of touched on that before, but yeah, retros let you address the blockers, unpack them, understand why they're happening and what we need to do to make sure they don't happen again. So, for sure.
Chloe Hall:
Yeah. Yeah. I guess I want to talk a little bit now about the wins, the very exciting part of the retro, the part that we all love. So, how important do you think the wins are within the retro?
Caitlin Mackie:
So important. So, so, so important. It's like, when you achieve something epic as a team, you have to call it out. Celebrate all the wins, big, small. Some weeks will be better than others, but embrace that glass half full mentality. And there's always something to be proud of and celebrate, so call it out amongst
each other, share it with the whole company, publicly recognize it. Yeah, I think it's so important to embrace the wins. It just sort of creates a really positive atmosphere when you're in the team, makes everybody feel heard and recognized for their really positive contribution that they're making. And I think a big thing here as well is that if you've achieved something epic as a team, it's helpful for other teams to hear that as well, right? You figured out a cool new way to do something, share it. If it helped you as a team, it's most likely going to help another team.
Caitlin Mackie:
So I think celebrating the wins isn't even just reserved for work stuff either, right? If somebody's doing something amazing outside of work or hit a personal goal, get behind it.
Chloe Hall:
Yeah.
Caitlin Mackie:
To celebrate all the wins always.
Chloe Hall:
Yeah. And I think it's so good how you mentioned that it's vital to celebrate the wins of someone's personal life as well, because at the end of the day, we're all human beings. Yes,, we come to work, but we do have that personal element. And knowing what someone's like outside of work as well is an element to creating that psychological safe space and team bonding, which is so vital to having a good team at the end of the day. Yeah.
Caitlin Mackie:
Yeah, a hundred percent. Yeah, you hit the nail in the head with that. We talked about psychological safety before, and I definitely think incorporating that, acknowledging that, yeah, we are ourselves at work, but we also have a whole other life outside of that too, so just being mindful of that and just cheering each other on all the time. That's what we got to do, be each other's biggest cheerleaders.
Chloe Hall:
Yeah, exactly. That's the real key to success. Isn't it?
Caitlin Mackie:
Yeah, that's it. That's the key.
Chloe Hall:
So, you've been working really well as a new cross functional, high performing Agile team. How do you think... What is your future process for retros?
Caitlin Mackie:
We will for sure continue to do them weekly. It's part of the Agile manifesto, but we want to focus on responding to change, and I think retros really allow us to do that. It's beneficial and really valuable for
the team. And when you can set the team up for success, you're going to see that positive impact that has across the organization as a whole. So yeah, we've found a nice cadence and a rhythm that works for us. So, if it ain't broke, don't fix it.
Chloe Hall:
Yeah.
Caitlin Mackie:
Is that what they say? Is that the saying?
Chloe Hall:
I don't know. I think so, but let's just go with it. [inaudible 00:19:02], don't fix it.
Caitlin Mackie:
There we go. Yeah.
Chloe Hall:
You can quote Caitlin Mackie on that one.
Caitlin Mackie:
Quote me on that.
Chloe Hall:
Okay, Caitlin. Well, there's just one final thing that I want to address today. I thought end of the podcast, let's just have a little bit of fun, and we're going to do a little snippet of Caitlin's hot tip. So, for the audience listening, I want you to think of something that they can take away from this episode, an action item that they can start doing within their teams today. Take it away.
Caitlin Mackie:
Okay. Okay. All right. I would say always have the retrospective. Don't skip it. Even if there's minimal items to discuss, new things will always come up. And you have to regularly provide ways for the team to share their thoughts. And I'll leave you with, always promote positive dialogue and show value and appreciation for team ideas and each other. That's my-
Chloe Hall:
I love that.
Caitlin Mackie:
That's my hot tip.
Chloe Hall:
Thanks, Caitlin. Thanks for sharing. I really like how you said always promote positive dialogue. I think that is so great. Yeah. Well, thanks, Caitlin. Thanks for jumping on the podcast today and-
Caitlin Mackie:
Thanks, Chloe.
Chloe Hall:
Yeah. Sharing your team's experience with retrospectives and new cross functional team. It's been really nice hearing from you, and there's so much that our audience can take away from what you've shared with us today. And I hope that we've truly inspired everybody listening to get out there and implement the team retrospective on a regular basis. So, yeah, thank you.
Caitlin Mackie:
Thank you so much, Chloe. Thanks for having me. It was fun, fun to be on this side. And I hope everyone enjoys this episode.
Chloe Hall:
Thanks, Caitlin.
Caitlin Mackie:
Thanks. Bye.
Related Episodes
- Podcast
Easy Agile Podcast Ep.5 Andrew Malak, Chief Product Officer at Spaceship
"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.
- Podcast
Easy Agile Podcast Ep.3 Melissa Reeve, VP Marketing at Scaled Agile
"I really enjoyed speaking with Melissa Reeve, VP of Marketing at Scaled Agile about how non-software teams are adopting a new way of working."
It's more important than ever to be customer-focused.
We talk about the danger of 'walk-up-work' and how to avoid this through proper sprint planning.
Melissa also gives an update on how agile is spreading to non-technical teams.
Transcript
Sean Blake:
Hello everyone. And welcome to the Easy Agile Podcast. We have a really interesting guest with us today. It's Melissa Reeve, the Vice President of Marketing at Scaled Agile. We're really excited to have her on today. Melissa Reeve is the Vice President of Marketing at Scaled Agile, Inc. In this role Melissa guides the marketing team, helping people better understand Scaled Agile, the Scaled Agile Framework. In other words, SAFe and its mission. She also serves as the practice lead for integrating SAFe practices into marketing environments. Melissa received her Bachelor of Arts degree from Washington University in St. Louis, and she currently resides in Boulder, Colorado with her husband, chickens, and dogs. Melissa, thanks so much for joining us on the podcast today.
Melissa Reeve:
It's such a pleasure to be here. I really appreciate it.
Sean Blake:
Great. That's great. I really like your enthusiasm straight off the bat. So what I'm really interested in hearing about, Melissa is a little bit about how you got to where you are today. What have been the highlights of your career so far and how as a marketer, did you find yourself in the Agile space?
Melissa Reeve:
Well, thanks for asking. And I have to tell you, but just before the podcast my husband knocked on the door and he was all proud because we just got a new set of chickens and one of the chickens had laid its first egg. So that's been the highlight of my day so far, not necessarily the highlight of my career.
Sean Blake:
So you'll be having scrambled eggs and eggs on toast probably for the next few weeks now.
Melissa Reeve:
I think so. So back to the career, I really fell into marketing. My background was in Japanese literature and language. And I had anticipated this great career and international business in Asia. And then I moved out to the Navajo Indian Reservation and just pivoted. Found my way into marketing and found my way into Agile right around 2013 when I discovered that there was an Agile marketing manifesto. And that really was a changing point in terms of how I thought about marketing. Because up until that point, it really considered marketing in what's termed waterfall. Of course, marketers generally don't use the term waterfall.
Melissa Reeve:
But then I started to think about marketing in a different way. And when I came across Scaled Agile, it brought together so many elements of my career. The lean thinking that I'd studied when I studied in Japan and the lean manufacturing, it was Agile marketing that I'd discovered in 2013 and just education and technology have always been part of my career. So I really consider myself fortunate to have found Scaled Agile and found myself in the midst of scaling Agile into both enterprises, as well as marketing parts of the enterprise.
Sean Blake:
Oh wow, okay. And I noticed from your LinkedIn profile, you worked at some universities and colleges in the past. And I assume some of the teams, the marketing teams you've worked in, in the past have been quite large. What were some of those structures that you used to work in, in those marketing teams? And what were some of the challenges you faced?
Melissa Reeve:
Yes, well, the largest company was Motorola. And that was pretty early on in my career. So I don't think I can recall exactly what that team structure is. But I think in terms of the impediments with marketing, approvals has always been an issue. No matter if you're talking about a smaller organization or a larger organization, it seems like things have to go up the chain, get signed off, and then they come back down for execution. And inherent in that are delays and wait states and basically waste in the system.
Sean Blake:
Right. So, what is Agile marketing then and how does it seek to try and solve some of those problems?
Melissa Reeve:
Well, I'm glad you asked because there's a lot of confusion in the market around Agile marketing. And I can't tell you how many news articles I've read that say marketing should be Agile. And they're really talking about lowercase Agile, meaning marketing should be more nimble or be more responsive. But they're not really talking about capital-A Agile marketing, which is a way of working that has principles and practices behind it. And so that's one aspect where there's confusion around Agile marketing.
Melissa Reeve:
And then another aspect is really how big of a circle you're talking about. In the software side when someone mentions Agile, they're really talking about a smaller team and depending on who you talk to, it could be anywhere from five to 11 people in that Agile team. And you're talking about a series of teams of that size. So when you're talking about Agile marketing, you could be talking about an individual team.
Melissa Reeve:
But some people, when they're talking about Agile marketing, they're talking about a transformation and transforming that entire marketing organization into an Agile way of working. And of course, in the SAFe world, we're really talking about those marketing teams that might be adjacent to a SAFe implementation. So, I think it's a good question to ask and a good question to ask up front when you're having a conversation about Agile marketing.
Sean Blake:
Okay. Okay. And for those people that don't know much about SAFe, can you just explain, what's the difference between just having a marketing team now working in a capital-A Agile way, and what's the difference between an organization that is starting to adopt Scaled Agile? What's the difference-
Melissa Reeve:
Sure.
Sean Blake:
...between those?
Melissa Reeve:
Yeah. So what software organizations found is that Agile teams, so those groups of five to 11 people, that way of working works really well when you have a limited number of software developers when you started to get into the world's largest organizations. So I think of anybody on the Global 2000, they might have tens of thousands of software developers in their organization. And in order to leverage the benefits of Agile, you needed to have cadence and synchronization, not only within a team, but across multiple teams up into the program level and even the portfolio level.
Melissa Reeve:
And the same holds true with large marketing organizations. Imagine you're a CMO and you have 6,000 marketers underneath you. How are you supposed to get alignment to your vision, to your strategies that you're setting if you don't have a way of connecting strategy to execution. And so the Scaled Agile Framework is a way of taking those Agile practices across multiple teams and up into the highest levels of the organization so that we're all moving in a similar direction.
Sean Blake:
Okay. Okay, I think that makes sense. And from a software team's point of view, one of the benefits of Agile is that it helps teams become more customer focused. And many would argue, well, marketing has always been customer focused. But have you found in your experience that maybe that's not so true? And when marketing teams start to adopt Agile, they realize what it really means to become customer focused.
Melissa Reeve:
Yeah. I mean, you raised another great point because I think most marketers think that they're customer focused. Like many things in the world, the world is a relative place. So you can, in your mind, in theory, be thinking about the customer or you can be actually talking to the customer. So I just finished what I call the listening session. And it was during our hackathon, which is our version of an innovation, couple of days worth of innovation. So it was eight hours on a Zoom call with somebody South Africa. Just listening to her experience and listening to her go through one of our courses, slide by slide, by slide, explaining what her experience was at each step of the way.
Melissa Reeve:
So if you think about somebody who is sitting in a large enterprise, maybe has never met the customer, only knows the customer in theory, on one end of the spectrum. And you think about this listening session on the other end of the spectrum, you start to get an understanding of what we're talking about. Now, your question really pointed to the fact that in Agile practices, you're thinking about the customer every time. In theory, every time you write a story. So when you write a story, you write the story from the perspective of the customer. And I would just encourage all the marketers out there to know the customer personally. And I know that's not easy in these large organizations. It's sometimes hard to get face time with the customer, but if you aren't speaking directly to a customer, chances are you don't actually know the customer.
Melissa Reeve:
So find a way, talk to the sales folks, get on the phone with some of your customer service representatives. Go to a trade show, find a way to talk directly to the customer because you're going to uncover some nuances that'll pay dividends in your ability to satisfy the customer. And when you go to write that story again, it will be even more rich.
Sean Blake:
Oh, that's really good advice, Melissa. I remember from personal experience, some of these large companies that I've worked in, we would say, "Oh, this is what the customer wants." But we actually didn't know any customers by name. Some of us personally were customers, but it's not really the same thing as going out and listening to people and what did they find challenging about using that app or what do they actually want out of this product? So there's a huge difference, isn't there, between guessing what a customer might want or should want? And then what their day to day actually looks like, and what are the things that they struggle with? That's hugely important.
Sean Blake:
For someone who's in one of these big companies, they're in a marketing team, perhaps they don't have the power or the influence to say, "Okay, now we're going to do Agile marketing." What would your advice be for someone like that, who can see the upside of moving their teams in that direction, but they don't necessarily know where to start?
Melissa Reeve:
Well, there's a philosophy out there that says take what you can get. So if you are just one person who is advocating for Agile marketing, maybe that's what you can do is you can advocate. Maybe you can start building alliances within the organization, chatting casually to your coworkers, finding out if you have allies in other parts of the organization and start to build a groundswell type movement.
Melissa Reeve:
Maybe you can build your own personal Kanban board and start tracking your work through your own Kanban board. And through visualizing your work in that way, it's a little bit harder now that we're all remote, but should we get back into offices somebody could in theory, walk by your cubicle, see your Kanban board and ask about it. And now you might have two people using a Kanban board, three people. And really start to set the example through your mindset, through your behaviors, through your conversations in order to start getting some support.
Sean Blake:
Oh, that's really good. So be the change that you want to see in the organization.
Melissa Reeve:
Exactly.
Sean Blake:
Okay. Okay, that's really good. And when these companies are moving towards this way of working, and then they're looking to take the next level, let's say it starts in the software development teams and then say marketing is the next team to come on board. How does it then spread throughout the whole organization? Because I know from personal experience, if there's still that part of the organization that's working anti-Agile it actually still makes it really difficult for the Agile teams to get anything done. Because there's still the blockers and the processes and the approvals that you need to go through with those other teams. And I guess SAFe is the answer, right? But how do you start to scale up Agile throughout the whole organization?
Melissa Reeve:
Sure. And what you're talking about is really business agility, is taking the whole business and making the business Agile. And you pointed out something that's key to that, which is once you solve the bottleneck and the impediments in one area of the business, then it'll shift to another area of the business. So the advantage of business agility is that you're trying to keep those bottlenecks from forming or shifting. But what a bottleneck essentially does is it creates what we call a burning platform. So it creates a need for change. And that's actually what we're seeing in the marketing side is we've got these IT organizations, they're operating much more efficiently with the use of Agile and with the use of SAFe. And what's happening is the software teams are able to release things more quickly than the teams that are surrounding them, one of which could be marketing.
Melissa Reeve:
And so now marketing is incentivized to look at ways of changing. They're incentivized to take a look and say, "Well, maybe Agile is the answer for us." So let's just say that marketing jumps on board and all of a sudden they're cranking along, and except for that everything's getting stuck in legal. And so now legal has a case for change and the pressures on legal to adopt it. So there is a way to let it spread organically. Most transformation coaches will understand this phenomenon and probably encourage the organization to just go Agile all in, obviously not in a big bang kind of way, but gradually move in that direction so that we're not just constantly shifting bottlenecks.
Sean Blake:
Okay. Okay, that makes sense. And when these companies are trying to build business agility across the different functions, are there some mistakes that you see say pop up over and over again? And how can we avoid those when we are on this journey of business agility?
Melissa Reeve:
Yeah. So I feel like the most common mistake, at least the one that I see the most often in marketing, although I've seen it in software as well, is people thinking that the transformation is about processes or tools. So for example, in marketing, they might adopt a tool to "become more Agile." Maybe it's a Kanban visualization tool, or maybe they're being suggested to adopt another common ALM type tool. And so they adopt this tool and they learn how to use it, and they wonder why they're not seeing big improvements.
Melissa Reeve:
And it's because Agile at its heart is a human transformation. So we're really taking a look at in trying to change the way people think. One of the topics I speak on is the history of management theory. And while it sounds pretty dry, in reality, it's eye opening. Because you realize that a lot of the habits that we have today are rooted back in the 20th and 19th centuries. So they're rooted in assembly lines. They're rooted in French management theory, which advocated command and control.
Melissa Reeve:
They're rooted in classism. There was a management class and a laboring, and the management class knew the one best way of doing things. So more than a process, more than a tool, we're talking about transforming this legacy of management thinking into a way that's appropriate for today's workers. And I feel like that's the number one mistake that I see organizations making as they're moving into transforming to Agile, an Agile way of working.
Sean Blake:
Mm-hmm (affirmative). Okay. Yeah, that's really interesting. And it really is eye opening, is it? When you look at how the nine to five workday came about, because that's the time when the factories were open and all the history around how organizations are structured. And it's really important, I think, to challenge some of those things that we've done in the past that worked back in the industrial age. But now we're moving into the information age and into these times of digital transformation. It probably doesn't work for us anymore, does it, some of those things? Or do you think some of those things are still valuable now that we have distributed teams, a lot of people are working remotely? Are there any things that come to mind that you think actually we shouldn't get rid of that just yet?
Melissa Reeve:
Oh, I'm sure there are. John Kotter has presented in his book, Accelerate, this notion of a dual operating system. So that you have the network part of the organization, which moves fast and nimble like a startup and then you have the hierarchical part of the organization. And the hierarchy is very, very good at scaling things. It's a well oiled machine. You do need somebody to approve your expense report. You do need some policies and some guidelines, some guard rails. And so we're not actually saying abolish the hierarchy. And I do feel like that's part of this legacy system. But what we are saying is abolish some of the command and control, this notion that the management knows the one best way, because the knowledge worker oftentimes knows more than his or her manager.
Melissa Reeve:
It's just too hard for a manager to keep up with everything that is in the heads of the people who report to him or her. So that's a really big change and it was a change for me. And I think why I got so fascinated in this history of management theory is because I came across some notes from my college days. And I realized that I had been taught these historic management theories. I'd been taught Taylorism, which stems from 1911. And I realized, wow, there's a lot of undoing that I've had to do in order to adopt this Agile way of working.
Sean Blake:
Well, that's great. Yeah, that's really important, isn't it? I've heard you speak before about this concept of walk-up work, especially in the realm of marketing. But I suppose, well, firstly, I'd like to know what is walk-up work. Why is it so dangerous, not just for marketers, but for all teams? And how do we start to fight back against walk-up work?
Melissa Reeve:
Yeah. So, marketers in particular get bombarded with what I like to call walk-up work. And that's when an executive or even a peer literally walks up, so think again about the cubicle farm, and makes a request. So how that looks in the virtual world is the slack or the instant message, "Hey, would you mind?" One is that it results in a lot of context switching and there's time lost in that context switching. And then the other part is rarely do these requests come in well-defined or even with any sort of deadline detach. In marketing, it might look like, "Hey, can you create this graphic for this email I'm sending out?" So now you've left your poor graphic designer with this knowledge that here she has to make a graphic, but they don't really have any of the specs.
Melissa Reeve:
So it's very, very helpful to put these things into stories, to follow the Agile process, where you're taking that walk-up work to the product owner, where the product owner can work with you to define that story, keep the person who's doing the work on task, not making them context switch or do that. Get that story in that acceptance criteria very well defined and prioritized before that work then comes into the queue for the graphic designer. And this is an anti-pattern, whether you're talking about an organization of 50 or 5,000.
Melissa Reeve:
And what I've found is the hardest behavior to change is that of the executives. Because not only do they have walk-up work, but they have positional authority too. And it's implied that, that person will stop working on whatever they're working on and immediately jump to the walk-up work being defined by the executive. So I feel like it's really dangerous to the whole Agile ecosystem because it's context switching, it interrupts flow and introduces waste into the system. And your highest priority items might not being worked on.
Sean Blake:
Okay. So how many people do you have on your marketing team at Scaled Agile?
Melissa Reeve:
We're pretty small, still. We've got about somewhere in the 20s, 23, 25, give or take or few.
Sean Blake:
So how do you-
Melissa Reeve:
I think right now we're three Agile teams.
Sean Blake:
Three. Okay. So those 20 something is split into three Agile teams. And do they each have a product owner or how does the prioritization of marketing work in your teams?
Melissa Reeve:
Yeah, it's a good question. So we do have individual product owners for those three product teams. And what's fascinating is the product owners then also have to meet very regularly to make sure that the priorities stay aligned. Because like many marketing teams, we don't have specialized skill sets on each of those teams. So for the group of 23, we only have one copywriter. For the group of 23, we have two graphic designers. So it's not like each team has its own graphic designer or its own copywriter.
Sean Blake:
Yes.
Melissa Reeve:
So that means the three POs have to get together and decide the priorities, the joint priorities for the copywriter, the joint priorities for those graphic designers. And I think it's working. I mean, it's not without its hiccups, but I think it's the role of the PO and it's an important role.
Sean Blake:
So how do you avoid the temptation to come to these teams and say, "Drop what you're doing, there's something new that we all need to work on?" Do you find that challenging as an executive yourself to really let the teams be autonomous and self-organizing?
Melissa Reeve:
Yeah, I think the biggest favor we've done to the teams is really, I don't want to say banned walk-up work, but the first thing we did is we defined it. And we said, "Walk-up work is anything that's going to take you more than two hours and that was not part of iteration planning." And iteration is only two weeks. And so, in theory, you've done it within the past 10 days. So if it wasn't part of that and you can't push it off to the next iteration planning, and there's a sense of urgency, then it's walk-up work.
Melissa Reeve:
And we've got the teams to a point where they are in the habit of then calling in the PO and saying, "Hey, would you mind going talking to so and so, and getting this defined and helping me understand where this fits in the priority order." And really that was the biggest hurdle because as marketers, I think a lot of us want to say yes if somebody approaches us with work. But what's happened is people have, myself included, stopped approaching the copywriters, stopped approaching the graphic designer with work. I just know, go to the PO.
Sean Blake:
That's good. So it's an extra line of defense for the team so they can continue to focus on their priorities and what they were already working on without being distracted by these new ideas and new priorities.
Melissa Reeve:
Yes. And in fact, I think we, in this last PI reduced walk-up work from 23% down to 11%. So we're not a 100%. And I don't know if we'll ever get to be a 100%, but we're certainly seeing progress in that direction.
Sean Blake:
Oh, that's really good. Really good. And so your marketing teams are working in an Agile way. Do you feel that across the board, not only within your organization, but also just more generally, are you seeing that Agile is being adopted by non-technical teams, so marketing, legal, finance? Are these sort of non-technical teams adopting Agile at a faster rate, or do you feel like it's still going to take some years to get the message out there?
Melissa Reeve:
Yeah. And I guess my question to you would be, a faster rate than what?
Sean Blake:
Good question. I suppose what I'm asking is, do you feel like this is a trend that non-technical teams are adopting Agile or is it something that really is in its infancy and hasn't really caught on yet, especially amongst Scaled Agile customers or people that you're connected to in the Agile industry?
Melissa Reeve:
I would say yes. Yes, it's a trend. And yes, people are doing it. And yes, it's in its infancy.
Sean Blake:
So, yes?
Melissa Reeve:
Yeah. So all of those combined, and I'm not going to kid you, I mean, this is new stuff. In fact, as part of that listening session I mentioned and we were talking about all these different parts of the business. And there was mentioned that the Scaled Agile Framework is the guidance to these teams, to HR, to legal, to marketing could be more robust. And the answer is absolutely. And the reason is because we're still learning ourselves. This is brand new territory that we're cutting our teeth on. My guess is that it'll take us several years, I don't know how many several is, to start learning, figuring out how this looks and really implementing it.
Melissa Reeve:
Now, my hope is that we'll get to a point where Agile is across the organization, that it's been adapted to the different environments. When I've seen it and when I've thought through things like Agile HR, Agile Legal, Agile procurement, the underpinnings seem to be solid. We can even things like the continuous delivery pipeline of DevOps. When I think about marketing and I think about automation. And I think about artificial intelligence, yeah, I can see that in marketing and I can see the need for this to unfold, but will it take us a while to figure out that nuance? Absolutely.
Sean Blake:
Okay. And can you see any other trends more broadly happening in the Agile space? You know, if we're to look forward, say 10 years, a decade into the future, what does the way of working look like? Are we all still remote or how are team's going to approach digital transformations in 10 years time? What's your perspective on the future?
Melissa Reeve:
Yeah, I mean, sometimes to look to the future I like to look to the past. And in this case I might look 10 or 12 years to the past. And 12 years ago, I was getting my very first iPhone. I remember that it was 2007, 2008. And you think about what a seismic shift that was in terms of our behavior and social media and connecting and having this computer in our hand. So I ask myself, what seismic shift lies ahead? And certainly COVID has been an accelerant to some of these shifts. I ask myself, will I be on airplanes as frequently as I was in the past? Or have we all become so accustomed to Zoom meetings that we realized there's power there. And we don't necessarily need to get on an airplane to get the value.
Melissa Reeve:
Now, as it pertains to Agile, I feel like in 10 years we won't be calling it Agile. I feel like it will look something more like a continuous learning organization or responsive organization. Agile refers to a very specific set of practices. And as that new mindset, well, the practices and the principles and the mindset, and as that new mindset takes hold and becomes the norm, then will we be calling it Agile? Or will it just be the way that people are working? My guess is it'll start to be moving toward the latter.
Sean Blake:
Well, let's hope that it becomes the normal, right? I mean that it would be great to have more transparency, more cross functional work, less walk-up work and more business agility across the board, wouldn't it? I think it would be great if that becomes the new normal.
Melissa Reeve:
Yeah, me too. Yeah. And I think, we don't call the way we manage people. We don't say, "Oh, that's Taylorism. Are you going to be practicing Taylorism? It's just the way we've either learned through school or learned from our bosses how to manage people. And that's my hope for Agile, is that we won't be calling it this thing. It's just the way we do things around here.
Sean Blake:
Great. Well, Melissa, I think we'll leave it there. I really enjoyed our conversation, especially as a marketer myself. It's great to hear your insight into the industry. And everything we've discussed today has been really, really eyeopening for me. So thank you so much for sharing that with me and with our audience. And we hope to have you on the podcast again, in the future.
Melissa Reeve:
Sean, it's been such a pleasure and I'd be happy to come back anytime.
Sean Blake:
Great. Thanks so much.
Melissa Reeve:
Thank you.
- Podcast
Easy Agile Podcast Ep.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.