Matrix Group International

Month: September 2010

  • Beer and Cream Cheese Agile Methodology Revisited

    Beer and Cream Cheese Agile Methodology Revisited

    Just over a year ago, I blogged about how the MatrixMaxx team was using an agile software methodology we’ve dubbed “beer and cream cheese.”

    MatrixMaxx is Matrix Group’s Web-based association management software (AMS) that is used by dozens of trade associations and professional societies to manage their membership applications and renewals, meeting registrations, committee rosters, tradeshows, sponsorships, foundation fundraising, e-mail lists, and publication sales.

    Beer and cream cheese is the software development methodology we came up with after exploring several agile methodologies, including SCRUM.  While there are many flavors of agile development methods, most are characterized by:

    • Breaking big projects into smaller tasks that can be accomplished in hours or days, never weeks or months.
    • New versions of the software are released in short timeframes, called timeboxes or sprints.  Sprints can last 1 day to 30 days.
    • The goal of each sprint is to produce a working product that the client can use immediately, rather than having to wait months or years for a release, bug fix or new functionality.
    • Each team has a customer representative who represents the client perspective and makes him/herself available to team members.  In the case of SCRUM, there are 3 roles: the ScrumMaster (who serves as the project manager); the Product Owner (who represents the stakeholders/lients); the Team (the staff who do the development work).

    We call our methodology beer and cream cheese because about 18 months ago, Tanya, the MatrixMaxx Director, posted to one of the SCRUM message boards, asking if anyone had experience with having the same person be the ScrumMaster AND the Product Owner.  One ScrumMaster sarcastically remarked, “You CAN do it, but that would be like combining beer and cream cheese.”

    Fast forward one year.  The MatrixMaxx team is still using beer and cream cheese, but our process has changed, and for the better.

    • Where Tanya used to play the role of Product Owner and ScrumMaster, she is now the Product Owner.  Geoff is our Brewmaster.  As a result, Tanya can focus on the product road map and client requirements.
    • Our sprints are now 15 days long.  Major product releases are quarterly, but we put out small enhancements, especially custom enhancements for clients, twice a month.  Clients love this!
    • Although we still primarily use our intranet to manage tasks and requirements, there is a whiteboard in the MatrixMaxx team area that lists tasks that have been designated for the next release/sprint.
    • We’re doing a better job of tracking projects and elements that tend to go over budget.

    We plan to refine our beer and cream cheese process even more over the next year by:

    • Going back to shorter, daily check-ins, which have turned into lengthy discussions about tasks and requirements.  We realize that the entire team does NOT need to be part of all in-depth discussions.
    • Giving each team member one long item and one short item per day to encourage maximum productivity from all team members and help us manage the backlog of small items.
    • Making a renewed commitment to identifying and analyzing tasks that tend to make us fall behind or go over budget.

    BTW, we still hold beer and cream cheese parties where staff bring in baked goods made with beer and cream cheese.  My favorite this year was the dark chocolate cupcakes made with beer and topped with cream cheese frosting. Yum!

    How about you?  What software development methodology does your company use?  Are you an agile shop?  What’s working for you?  And how did you select the methodology that you are using?

  • Why Having a Baby Will Be Good For My Business

    Why Having a Baby Will Be Good For My Business

    I’m having a baby tomorrow (maybe sooner, we’ll see) and then I’ll be home with baby Marcus John.  For a few weeks at least, I’ll be dealing with lack of sleep, no set routine, and hundreds of diaper changes.  The big questions that always pop up when speaking with family, friends, staff, clients and vendors are:  How much time are you taking off and how will your office survive without you?

    The answer to the first question (how much time are you taking off?) is not clear cut.  When you’re a small business owner, you can’t exactly just disappear for a few months. When you’re the owner, the business is your baby, it’s part of your life and your identity.  That said, I’m giving myself the flexibility to work as much or as little as I want, come in when I feel I need to, and decide when I’m ready to come back to the office full-time.

    The answer to the second question (how will the office survive without you?) is “Just fine, thank you very much.”  In fact, just like the last time I was out with my first son, I expect the office to thrive. Here’s what I’ve done to prepare myself and the office for my absence:

    What Is It That Only I Do, or Can Do, At the Office?

    When I first announced to my management team that I was going to have a baby, the questions I asked of myself, the Directors and Project Managers was: “What is it that I do, that only I can do, that you rely on me to do?”  Then we got to work documenting the list and figuring out a plan for getting those tasks done in my absence.

    For example, I review the monthly billing reports after the Project Managers (PMs) have reviewed them to double check that we are properly marking work as billable or unbillable.  Over a period of a couple of weeks, I went over dozens of reports with the PMs, discussed why I question certain items and provided suggestions for how to handle ambiguous items and make sure clients are never surprised by their invoices.  The Director of Client Services will also now review invoices in my absence.

    Documenting What’s in JP’s Brain

    When you’ve been in the Web business for as long as I have (since 1994 but please don’t try to calculate my age!) and when you’re responsible for landing a lot of the company’s business, you just accumulate a lot of knowledge about clients, process, and projects. Even though I use our intranet religiously to document all of my communications with clients and prospects, there’s just a lot of knowledge that I carry around in my brain.

    So over the past few months, I worked with my team to document the strategies, best practices, and potential land mines I’ve encountered while working on myriad projects. I paid special attention to the project components that I tend to spearhead, including Goals and Personas, Content Strategy, Integration with a Back Office CRM (customer relationship management system) or AMS (association management system), CMS (content management system) reviews, and Social Media.  These are now called PM Guides and they live in our wiki. All staff are encouraged to modify them as needed.  The guides are reviewed before the start of each project, and the PMs are loving the sample agendas and notes for running meetings. (more…)

  • Although I Love my iPad, I’m Not Buying E-Books

    Although I Love my iPad, I’m Not Buying E-Books

    On September 1, Sony announced 3 new E-Readers priced between $149.99 and $299.99.  Last month, Amazon announced new versions of its WiFi and 3G Kindles; these devices are less expensive, lighter, more responsive and prettier than previous models.

    And then of course, there’s the iPad, my beloved iPad. On my iPad, I have the Apple iBooks, Amazon Kindle and Barnes & Noble Nook apps. I have purchased and enjoyed books on all 3 apps. And I have downloaded and enjoyed dozens of free books that are out of copyright.

    While I love, love, love the idea of having hundreds of books on one device, having lots of great things to read on a trip, and combining books, music, photos, videos and games on one device, I have stopped buying books on my iPad.

    Why?

    Well, it turns out that I’m a social reader. I like buying books, reading them, and then passing them on. I just love the idea of sharing a great story or author. My copy of Three Cups of Tea by Greg Mortenson was shared with a half dozen people before it came back to me. Same with The Graveyard Book by Neil Gaman, only it never came back (which is just fine by me!) I have also been the happy and lucky recipient of many, many books from my brother Alex and friend Steve, who have introduced me to so many great authors and series. My sister and her daughter have given my son dozens of wonderful children’s books, which I have gladly passed on to other moms when my son outgrew them.

    You can’t share e-books the same way that you can share printed books. Yes, I can share e-books with up to 5 devices connected to my Mac at home, but I can’t authorize random computers all the time just to share a book! Moreover, when my Kindle-toting friend Eileen recommends a book to me, not only can she not share the book with my physically, she can’t share it digitally because we have incompatible devices!

    Wouldn’t it be great if I could relinquish my rights to an e-book and pass it along to a friend, in a universal format they could download to their device of choice? Until that happens, I’ve put the breaks on buying a whole of e-books. I’ll break my rule the next time we have to travel to Asia, of course, but in the meantime, expect to still see me browsing at a local bookstore or buying lots of printed books on Amazon.

    How about you? Have you switched to buying e-books exclusively? Has this new habit changed your sharing habits? Or are you holding out and still buying printed books?