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Making Agile Work Across
         Oceans


           James Morehead
VP Product Management and User Experience
               support.com

             November 4, 2009
My Background


    • Lead a global Product Management and User Experience
      Design team
      – Product strategy and usability research
      – Build / buy technology decisions
      – Consolidated prioritization

    • 20+ years work experience includes:
      – Product Management, Product Marketing, Strategic Marketing,
        IT Project Management and Software Development

    • Prior companies include:
      – SupportSoft, Portal Software and Nortel Networks

    • Education background includes Computer Engineering
      (University of Waterloo) and an MBA (University of Toronto)

2    11/4/2009
What is support.com?


                           • Online premium
                             technology
                             support service
                           • Pay per fix and
                             monthly plans
                           • Direct to
                             consumer and
                             white label
                           • US/Canada-
                             based work from
                             home Solutions
                             Engineers


3   11/4/2009
support.com context:
    Turnkey Technology-enabled Service

• Virtual Solutions Center (fully distributed call center)
  – 300+ work from home Solutions Engineers and Supervisors
     • 20+ States, 8+ Provinces (Canada)
     • 100% VoIP (Voice over IP)
  – Experienced problem solvers with excellent communication skills

• Solution Engineer (SEs) provides:
  – Computer
  – Broadband connection

• support.com provides:
  – Telephony equipment (VoIP)
  – Analyst workspace / e-commerce front end (Ninjato)
  – Problem diagnosis and resolution tools (Solutions Toolkit)


     11/4/2009                             4
How the Work is Organized

     Consumer / Associate / Admin                               Solutions Engineer

     Web Team                           Client Team                            Analyst Team
•   support.com        •   Subscription             •   Service delivery   •   Analyst
                           client                       automation             workspace
•   SDMS                   (EasySupport)                (Solutions             (Ninjato)
                                                        Toolkit)
•   SaaS platform      •   PC Health Check                                 •   Remote Control




                                         Data Team
                                    •   Reporting
                                    •   Data Warehouse
                                    •   Business
                                        Intelligence


           11/4/2009
How the People are Organized (PM, UED & Eng/QA)

      Consumer / Associate / Admin                      Solutions Engineer

     Web Team                          Client Team                    Analyst Team
•   support.com       •   Subscription       • Service delivery   •   Analyst
                          client               automation             workspace
•     Redwood
    SDMS                  (EasySupport)        (Solutions             (Ninjato)
                                       Bangalore                        Bangalore
         City                                  Toolkit)
•   Administration    •   PC Health Check                         •   Remote Control




                                        Data Team
                                   •   Reporting
                                   •     Redwood
                                       Data Warehouse
                                            City
                                   •   QlikView (BI)



          11/4/2009
Scrum Process (in 5 min. or less)




                                                                                           Sprint Prioritization Meeting




                           Product
                            Owner            Product
                                             Backlog




Business Owners

                                                                                             Sprint Planning Meeting




                                                                                                   4 Week Sprint
                                                   QA                                                                      Mid-Sprint Change
         Ship and Demo!                                                                                                         FOUL!

                                                                     Develop



    Recommended Reading: “Agile Software Development with Scrum” by Ken Schwaber and Mike Beedle
     11/4/2009
support.com Sprint Results


    • 4 week Sprints, 1 week between Sprints
    • 10 major releases per year – unified across all focus areas
    • 2-3 minor (dot) releases per Sprint cycle for production
      support
    • 90%+ on-time success rate
    • 95% what goes in comes out feature delivery rate




8    11/4/2009
Making Scrum Work (in general)


    • CEO level support to avoid thrashing
      – No executive overrides allowed after Sprint Prioritization and Planning
        permitted – not even from the CEO
      – Survive moments of truth (when an override is most tempting)

    • Find a cycle time that works – and stick to it
      – We tried 2, 3 and 4 week cycles
      – 4 weeks is optimal for us – enough time for QA to coordinate, short
        enough to result in predictable outcomes

    • Create a parallel process to address Field Readiness issues
      – Partner readiness, field training and other release impacts




9    11/4/2009
Making Scrum Work (across oceans)


     • Business owners
       – Local team drives Sprint Prioritization meetings
             • Business owners time shift to attend

     • Product owners
       – Local product management critical to agile success – daily interaction
       – Local means less need to create waterfall-style requirement specs

     • Local user experience design team
     • Engineering / QA
       – Weekly, global Scrum of Scrums
       – Local QA resources is preferable

     • Set aside budget for periodic in-person alignment meetings
     • Skype

10    11/4/2009
Making Scrum Work (across oceans)

                                  • Variety of 3rd party
                                    development tools
                                    used
                                  • Common
                                    requirements
                                    tracking / Sprint
                                    management
                                    system (Trac)
                                  • Common source
                                    control (Perforce)
                                  • Continuous builds
                                    (Cruise Control)
                                  • Automated testing
                                    (WATiN, Silk)

11   11/4/2009
Global Sprint Prioritization Meetings


     • One meeting per team – usually 30 minutes or less
       – Product Owner brings a prioritized backlog
       – All features have t-shirt sizes from Engineering

     • Rough Sprint budget to help business owners know where the cut
       line might fall
       – Likely cut line needed to force prioritization decisions
       – Business owners know the likely cut line is not a guarantee – just a place where
         prioritization is very important

     • Some teams use points, others days – doesn’t matter as long as
       it’s consistent
       – 15% infrastructure budget prioritized by Engineering
       – Variable production support budget set aside

     • For SOX compliance we use Docusign for both Sprint Prioritization
       and Planning document approval
12    11/4/2009
Summary


     • Scrum has dramatically improved support.com’s
       development productivity
     • Increased ability to respond to changing business priorities
     • Business owner visibility into the development process
     • 4-week Sprint cycles forces better and more frequent
       communication across oceans
     • Co-located Product Management and Engineering is a must
       have
     • CEO-level buy-in and support is the most important factor




13    11/4/2009

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Making Agile work Across Oceans

  • 1. Making Agile Work Across Oceans James Morehead VP Product Management and User Experience support.com November 4, 2009
  • 2. My Background • Lead a global Product Management and User Experience Design team – Product strategy and usability research – Build / buy technology decisions – Consolidated prioritization • 20+ years work experience includes: – Product Management, Product Marketing, Strategic Marketing, IT Project Management and Software Development • Prior companies include: – SupportSoft, Portal Software and Nortel Networks • Education background includes Computer Engineering (University of Waterloo) and an MBA (University of Toronto) 2 11/4/2009
  • 3. What is support.com? • Online premium technology support service • Pay per fix and monthly plans • Direct to consumer and white label • US/Canada- based work from home Solutions Engineers 3 11/4/2009
  • 4. support.com context: Turnkey Technology-enabled Service • Virtual Solutions Center (fully distributed call center) – 300+ work from home Solutions Engineers and Supervisors • 20+ States, 8+ Provinces (Canada) • 100% VoIP (Voice over IP) – Experienced problem solvers with excellent communication skills • Solution Engineer (SEs) provides: – Computer – Broadband connection • support.com provides: – Telephony equipment (VoIP) – Analyst workspace / e-commerce front end (Ninjato) – Problem diagnosis and resolution tools (Solutions Toolkit) 11/4/2009 4
  • 5. How the Work is Organized Consumer / Associate / Admin Solutions Engineer Web Team Client Team Analyst Team • support.com • Subscription • Service delivery • Analyst client automation workspace • SDMS (EasySupport) (Solutions (Ninjato) Toolkit) • SaaS platform • PC Health Check • Remote Control Data Team • Reporting • Data Warehouse • Business Intelligence 11/4/2009
  • 6. How the People are Organized (PM, UED & Eng/QA) Consumer / Associate / Admin Solutions Engineer Web Team Client Team Analyst Team • support.com • Subscription • Service delivery • Analyst client automation workspace • Redwood SDMS (EasySupport) (Solutions (Ninjato) Bangalore Bangalore City Toolkit) • Administration • PC Health Check • Remote Control Data Team • Reporting • Redwood Data Warehouse City • QlikView (BI) 11/4/2009
  • 7. Scrum Process (in 5 min. or less) Sprint Prioritization Meeting Product Owner Product Backlog Business Owners Sprint Planning Meeting 4 Week Sprint QA Mid-Sprint Change Ship and Demo! FOUL! Develop Recommended Reading: “Agile Software Development with Scrum” by Ken Schwaber and Mike Beedle 11/4/2009
  • 8. support.com Sprint Results • 4 week Sprints, 1 week between Sprints • 10 major releases per year – unified across all focus areas • 2-3 minor (dot) releases per Sprint cycle for production support • 90%+ on-time success rate • 95% what goes in comes out feature delivery rate 8 11/4/2009
  • 9. Making Scrum Work (in general) • CEO level support to avoid thrashing – No executive overrides allowed after Sprint Prioritization and Planning permitted – not even from the CEO – Survive moments of truth (when an override is most tempting) • Find a cycle time that works – and stick to it – We tried 2, 3 and 4 week cycles – 4 weeks is optimal for us – enough time for QA to coordinate, short enough to result in predictable outcomes • Create a parallel process to address Field Readiness issues – Partner readiness, field training and other release impacts 9 11/4/2009
  • 10. Making Scrum Work (across oceans) • Business owners – Local team drives Sprint Prioritization meetings • Business owners time shift to attend • Product owners – Local product management critical to agile success – daily interaction – Local means less need to create waterfall-style requirement specs • Local user experience design team • Engineering / QA – Weekly, global Scrum of Scrums – Local QA resources is preferable • Set aside budget for periodic in-person alignment meetings • Skype 10 11/4/2009
  • 11. Making Scrum Work (across oceans) • Variety of 3rd party development tools used • Common requirements tracking / Sprint management system (Trac) • Common source control (Perforce) • Continuous builds (Cruise Control) • Automated testing (WATiN, Silk) 11 11/4/2009
  • 12. Global Sprint Prioritization Meetings • One meeting per team – usually 30 minutes or less – Product Owner brings a prioritized backlog – All features have t-shirt sizes from Engineering • Rough Sprint budget to help business owners know where the cut line might fall – Likely cut line needed to force prioritization decisions – Business owners know the likely cut line is not a guarantee – just a place where prioritization is very important • Some teams use points, others days – doesn’t matter as long as it’s consistent – 15% infrastructure budget prioritized by Engineering – Variable production support budget set aside • For SOX compliance we use Docusign for both Sprint Prioritization and Planning document approval 12 11/4/2009
  • 13. Summary • Scrum has dramatically improved support.com’s development productivity • Increased ability to respond to changing business priorities • Business owner visibility into the development process • 4-week Sprint cycles forces better and more frequent communication across oceans • Co-located Product Management and Engineering is a must have • CEO-level buy-in and support is the most important factor 13 11/4/2009