Building an Org at a Remote Site - Part 1
An organization is a set of people working towards a common goal. An organisation can represent an entire company or can represent a smaller subset of the company who are tasked with a common goal. While building an Org is applicable to all domains, in this blog series I will focus on sharing my experience with software companies that follow agile practices and shift left the DevOps culture.
In his [1974 interview with ABC News]{.ul}, science fiction author Arthur C. Clarke painted a picture of how computers would change our way of life by the year 2001. One of his many extraordinarily accurate predictions:
“Any businessman, any executive, could live almost anywhere on Earth and still do his business through a device like this.”
While there are some companies that have gone fully remote, (such as [gitlab]{.ul}) a large number of other organizations have tried to extend the organizations in a remote site with clear goals. This approach is primarily driven by 3 business drivers: talent, cost and resiliency. Some of the companies such as start-ups as well as intrapreneurial ventures start the remote site from Day 0, while others build a remote team to scale the operations after the product has reached a certain mature state. While there are some overlapping challenges with both these cases, they also have unique nuances. I will try to cover them both
Desired State of an Organization
Melvyn Conway, a computer scientist who famously said that
“Organizations which design systems are constrained to produce designs which are copies of the communication structures of these organizations.”
Even though he mentioned this in 1967, Melvyn’s law as it is called is very much applicable even today. I also highly recommend you go through this blog by Ashley-Christian Hardy on Agile team organizations [[here]{.ul}]{.ul} While each org may name them differently, the article pretty much captures the essence of modern day agile teams.
Here are some of the key concepts that you may want to consider for the final desired state of your Org and work towards evolving them.
Scrum Team (sometimes also called a Squad)
This is the basic building block of an Org. They may be responsible for building a service, module or a micro service. A scrum team (or squad) owns the feature end to end: i.e. The team has the skills and tools to design, develop and test the features. It is highly desirable that the team members are polyglots and comfortable with UI and Backend development as well picking up Test Automation.
In addition to delivering the features, the team is also responsible for managing their tech debt, participating in migrations and pager duty. The team also has a designated Scrum master(execution focussed), Product Owner (Converting the Business Asks to backlog and prioritize), Tech Leads (Who owns the architecture and design of the features) roles.
A typical team is around 8-10 members that includes the manager. The team needs to have a good mix of senior, mid-level and junior engineers. This may look like around 3 junior engineers say with 0 ~ 3 Years of experience, 3-4 mid-level engineers say with 3 - 8 years of experience and tech leads and managers that typically have 10+ years of experience. While the number of years of experience is only indicative, the managers are the best judges to bring in the talent at the right level to the team.
Building an uniform experience - (Virtual teams or Chapter)
If every scrum team independently builds their feature in silo, the customer experience will not be the same for the product. Some of the examples of cross cutting experiences include UX/UI, API, Security, Serviceability, Performance/Responsiveness, Upgrade etc. Typically the platform scrum team is responsible for building component libraries that are reusable by other scrum teams but this need not be the norm. To ensure there is uniformity, an architect/lead works across all the scrum teams to educate and ensure consistency across all the features. He can also act as the gatekeeper to ensure the quality and consistency is met across all the features. Functioning of the virtual teams is extremely critical for a healthy product.
Triad
A triad is a leadership team that creates balance between business, customer and product. It consists of an architect, product manager and engineering lead. You should not only see this partnership in the highest level, but it should also bubble down to individual scrum teams. Here are the typical roles of the triad
The Product Manager represents the customers, wider business and stakeholders and vice versa,
The Engineering Lead delivers the features to the product, ensures reliability and stability and responds to issues.
The architect makes the product coherent and provides the voice and personality for the product.
When triads work together, there is magic and there are no blame games. It is important for leaders to have a good working relationship that is built on trust, mutual respect and accountability.
Agile vs Dev|Sec|ML|Opsers vs SRE
There is enough debate on the overlaps or why one approach is better than another. In my observation, when the org is small and the product is in the early stages, there isn’t a clear cut boundary on who does what. All of them are considered software engineering problems with a cultural aspect to winning the customer’s trust. But as the product and org grows, the team tries to build specialization around these areas and fine tune the org. However it is important that the teams continue to be customer centric, build on systems thinking and have a feedback loop mechanism to continuously improve and respond in an agile fashion.
In a large organisation, a development team typically focuses on building key capabilities that a customer would want. If I were to take an analogy of Tesla, this may be a battery engineer who is working hard to enhance battery life goals.
The Dev/Sec/ML Opsers team is typically responsible for building software that enables Continuous Integration and Continuous Delivery of the Service or the Product. In most occasions, they build software platforms and other scrum teams rely on for CI/CD. They also take a broader view of the product and customer use cases to ensure the product meets the needs at scale. Taking the same Tesla analogy, think of it as the set of Manufacturing engineers that puts together the Car in the Factory and delivers it to the Customers.
An SRE team is responsible for monitoring, availability, performance, efficiency, emergency response and capacity planning of the Service. SRE is typically applicable for the Cloud Services world. In the On-Prem world, the customer experience team is responsible for responding to customer requests and fixing the issues. Think of it as the modern version of service engineering that leverages telemetry to fix your car and keep it running without you even noticing it.
Stages of Team Development
It takes effort to build the right team. Here are the stages as referred by Bruce Wayne Tuckman. This assume the product has a market acceptance and teams are not pivoting any more
Forming At this stage, individuals are trying to get to know each other and the org. A leader can help by settitng up team building activities help gel in with the team. Assuming a new team, it will be good for the team to get hands on experience say by fixing bugs, documenting architecture etc.
Storming This is a rocky stage. A lot of questions about the team identity will come up. The leader should lay out the vision for the team and communicate it often with the team. A team that works together stays together So start the team owning the modules. Try to pair up a senior engineer with juniors
Norming This stage is when the team starts to gel together. The team is ready to own up a service or a particular feature. The leader should be able to convince people that the team has reached the prime stage of expertise and can do magic
Performing The team is well performing towards the goals. The leader can start delegating to the team and groom next set of leaders
Move the work and not the team It takes effort to build the team. So don’t move the team members to work on random things. If the team is in a cruise control mode, move new work to the instead
In the next blog, I will discuss why the desired state cannot be achieved on day zero at a remote site and how to go about fixing them