CIO Symmetry

A SearchCIO Small Business blog


June 24, 2010  7:15 PM

When should an SMB draw the line with ITIL best practices?



Posted by: Kristen Caretta
IT, IT/business alignment, ITIL, Midmarket CIO

Where does ITIL fit in with SMBs? It seems more organizations are following ITIL best practices in their overall IT operations and service delivery — creating some form of a service catalog, practicing change management strategies and focusing on service design — but not following ITIL frameworks full circle. Is the trend of ITIL a la carte a good thing?

For example, my colleague Christina Torode recently wrote a story about SMBs and service catalogs — and how many are using ITIL best practices to build a portal or a catalog that works for their specific organization, sometimes using SharePoint and workflow processes, without following ITIL to the letter.

Has ITIL matured to the point of being mainstream, as organizations learn how to pick and choose the ITIL best practices that best suit them? In other words, are they taking what they’ve learned about ITIL in the past and applying it in a more palatable way?

According to Evelyn Hubbert, a senior analyst at Forrester Research Inc., many of her clients have picked the critical pieces of ITIL they need to improve efficiency and effectiveness and adopted them as ITIL best practices. However, without accurate metrics measuring where IT was before the implementation and how ITIL has improved it, it’s harder to continue moving forward after the quick wins.

“[IT] cannot say where they are before they took off and don’t know where they have gotten to and cannot justify the benefits,” Hubbert wrote in an email. “Therefore, the effort is cut.”

Further, she said, ITIL adoption in terms of service delivery (a piece many organizations fail to add) needs to continue for organizations to stay competitive moving forward — especially as technologies continue to grow and change.

“I believe that ITIL will be part of most IT organizations … by 2012,” she said. “With clouds, virtual worlds, etc., the topics of service-level management, service portfolios [and] cost models will become much more critical.”

So the question remains: How much ITIL is enough?

June 24, 2010  6:25 PM

Reactions to Scrum and waterfall mix for agile projects



Posted by: Christina Torode
CIO, scrum, waterfall

To quote one respondent to my last blog post on whether agile projects should mix Scrum and waterfall: “I have been on projects within the U.S. government where they tried to do both when saying they were doing Scrum, and it was a disaster.”

Here is further explanation from the reader as to why Scrum and Waterfall is a bad combination:

The key issue in my opinion is that Scrum is a bottom-up communication process and that waterfall is a top-down communication process. In Scrum, the developers doing the work have their meeting, and that generates what is to be accomplished along with issues that have to be dealt with. This then rolls up to management, along with product owners, to make decisions about what will [work], what won’t, and help move obstacles out of the way. Waterfall is all about leadership telling everyone what they need accomplished, and meetings start at the top and come down. So issues in the trenches take longer to get back up, and it is more about low- and midlevel managers protecting themselves and driving the end workers to get things accomplished, then about figuring out what can be accomplished and passing that back up.

On the flip side, one project manager created what he calls the “Envelope Method,” which folds agile practices into waterfall, but he freely admits that it will shake up your organization. (Listen to a presentation that he gave on integrating agile into a Waterfall world during a recent Project Management Institute San Diego chapter event.)

Then there is the opinion that waterfall makes sense for certain kinds of projects, and Scrum others, as one reader explains:

Using the NASA cone of uncertainty, where uncertainty is high and learning must take place, a fail-fast approach is required, Scrum is put in for these parts. Where little or no uncertainty exists such as buying a completely set-up PC from Dell, waterfall can be used.

It all comes down to uncertainty due to:

  • Rate of change.
  • Complexity, both individual and overall.
  • Interrelationships and dependencies.
  • Lack of understanding how X provides value to [the] organization.
  • [The] need to build individual and team competence to obtain individual and team confidence.

I will be following up with many of the people that emailed me. Some have traditionally used waterfall project methods but are trying to adopt/adapt some agile project practices into the requirements, development and testing phases.

I’ll be posting an update after these conversations to share what I learn about agile projects and the practice of mixing Scrum and waterfall.


June 18, 2010  2:28 PM

Mixing and matching Scrum and Waterfall for agile project development



Posted by: Christina Torode
Agile, Development, Midmarket CIO, Strategy for CIOs

I talked to a few CIOs recently who were using Scrum and Waterfall for agile project development. One was using a combination of the two to develop a portal and services for emergency room physicians.

But if you talk to some agile purists, they balk at the idea of using the two project development approaches together. At their basic premises, agile and Waterfall fight against one another: Waterfall deals with change by resisting it; while agile, and in particular Scrum, embraces change, according to Elena Mitelman, principal of agile consulting firm Smart Edge LLC.

To give a broader scope of Waterfall vs. agile approaches such as Scrum, here’s Mitelman’s take on both:

Agile:

Used since mid-late 1990s.
Term formally coined in 2001 by Agile Manifesto.
Likens software development to lab research.
Welcomes change.
Still iterative, but iterations are unlike prior models.
Very light on documentation.
Manages risk between and within iterations.
Encourages risk-taking and exploration.
Keeps costs down by implementing only what’s required at this time, keeping things simple.
Chaotic, yet controlled.
Has been proven on many projects.
Not without implementation challenges.

Waterfall:

Used since 1970s.
Assumes software development is similar to manufacturing and construction.
Sequentially flows from specifications through maintenance.
Deals with change by resisting it – cost of change goes up as project progresses.
Documentation-heavy process to prevent change.
In a perfect world, a simple and cost-efficient process.
But the world is not perfect…

And in the end, she is obviously a Scrum vs. Waterfall fan. Her reasons for evangelizing Scrum: It doesn’t prescribe to any specific engineering practices; it focuses on interactions between people; unlike Extreme Programming, or XP, it doesn’t require that you follow a number of set practices; and it is not specific to software development.

“[Scrum] can be used for any project, including launching a product, starting a company, etc.,” she said.

I’d like to hear from you if you are mixing and matching approaches, and how it’s working out for you, or if you think a Scrum and Waterfall combo leads to project failure. Email me at ctorode@techtarget.com.


June 17, 2010  8:00 PM

New England GiveCamp: One NERD and multiple IT project success stories



Posted by: Kristen Caretta
IT/business alignment, Midmarket CIO, Project Management

A lot of projects fail. If business requirements aren’t clear or gathered effectively, or if the scope of the project is inaccurate, failure happens. But this past weekend, at New England GiveCamp (a Microsoft-sponsored volunteer weekend held at New England Research & Development Center — or NERD), it was refreshing to see some IT project success stories.

So, does it take a NERD to bring business and IT together effectively? Nonprofits without the time, budget or technical expertise necessary for application development projects or website overhauls rendezvoused with tech volunteers assigned to their projects, on a mission to make some big changes in a short amount of time.

It was the ultimate interface between IT and the business — and, as such, not without its challenges. In a lot of cases, those on both sides of the table initially struggled with the requirements portion of the IT projects. The business side was trying to describe what it wanted or needed, or even what was possible. The technical side was trying to translate these business requirements into something that makes sense and is totally workable in a 48-hour time frame.

Yes, some of the goals for IT project success were lofty — from brand-new website designs to customized desktop applications — but, amazingly, all were practically finished (I say practically because there were a few projects that still needed some fine-tuning or visual tweaks) by the end of the weekend.

How can this be?, I thought. It takes other companies, large and small, weeks, months, sometimes years to get an IT project completed. How can you get something up and running in just a few days?

The budget was limited (in most cases, nonexistent), the timeline was tight and there was a technical language barrier. However, there were no political barriers, approval processes, instances of organizational pushback or creative constraints. There were also a number of Scrum masters on hand — “an invaluable asset,” according to one volunteer, because they helped the groups set and follow tasks.

Interestingly, when all was said and done, there weren’t two sides of the table anymore. Working closely toward a common goal brought together each group, tech savvy or otherwise, and provided an excellent roadmap for IT project success.


June 10, 2010  3:57 PM

When it comes to an agile model, failure is an option



Posted by: Christina Torode
Agile, CIO

It’s OK to fail when taking an agile approach to a business service or software development project, but if you fail, fail fast.

As one expert explained to me, if you don’t fail, you don’t really uncover the true nature of the problem trying to be resolved, or what works and doesn’t work.

“’Success is counted sweetest. By those who ne’er succeed,’ to quote Emily Dickinson,” said Ross Pettit, client principal at Chicago-based ThoughtWorks Inc. “You don’t want to be Wile E.Coyote, but you want to be in a situation in which you try and fail, because the more often you do that, the more you learn about the problem in front of you.”

He has seen too many agile projects fall apart because IT is afraid to fail. What ends up happening is failure on a larger scale; the project never crosses the finish line.

The iterative nature of the agile model allows for failures. Many agile projects are chunked out in weeks, so when something doesn’t work one week, you pick up the pieces, and apply what you learned to the next phase of the project.

Having project facilitators is critical to picking up the pieces quickly. This could be the CEO, the CIO, or a head of a department. Facilitators are the ones that the project team can turn to and say, “Here’s what we need access to, here’s the person we need to talk to, here’s the people we need to work on this problem.” “This allows stakeholders to make the resources available for what need to be done, immediately,” he said.

And if you are a stakeholder, don’t assume that you know what agile means. An agile model involves terms like velocity and iterations. A common word used by Pettit is story or an epic story to describe an agile project. All of these are common terms, but in the agile word they have a different meaning.

An epic story is the ultimate solution you want to achieve. So each release phase of the project tells part of the epic story, and is repeatedly compared with the theme of that story to make sure the project sticks to an agreed-upon plot.

“Just remember that very familiar terms are used in agile, so don’t understand them too quickly,” he said.

And don’t fall into the trap of viewing an agile model as one prescriptive approach that needs to be followed as if law. An agile approach is a living and breathing project that changes, otherwise it wouldn’t be called agile, points out Elena Mitelman, principal with agile consulting firm SmartEdge LLC.

She offers this other takeaway:

Using another process (waterfall, RUP, etc.) and calling it agile is a common mistake. It’s important to actually do it, rather than just slap a new name on an existing process.


June 9, 2010  9:03 PM

IT talent is in high demand, so focus on employee retention strategies



Posted by: Kristen Caretta
IT jobs, Midmarket CIO, Strategy for CIOs

If employee retention strategies haven’t been a priority for you as of late, now may be a good time to refresh your staff priorities, because IT talent is in high demand.

According to the June Dice report, 71% of technology recruiters and hiring managers expect to add more staff in the second half of the year than they did in the first half. And salaries for new hires are on the rise in the battle for talented IT, with 30% of respondents paying more for new hires, as opposed to 9% six months ago.

With a promising job market on the horizon, there are more employees quitting their jobs than there are getting laid off. The recent Job Openings and Labor Turnover survey showed that in April, almost 2 million unsatisfied employees quit their jobs, up 12% from January — while layoffs went down to about 1.75 million.

After a 15-month stretch of holding on to what you have, the slight post-recession upturn has given workers the confidence they need to walk away from unsatisfactory jobs. And it’s not only about making more money. Employees who feel underappreciated, overworked or disengaged will also start packing up their desks — especially the most talented ones, who know they deserve more.

A recent survey published in the May edition of the Harvard Business Review showed that 12% of the top talent (employees dubbed as having “high potential”) in the 100 organizations studied were actively looking for new jobs.

So what kind of employee retention strategies do you already have in place, or what can you establish to hold onto the talent you have? Try to create a working environment that employees like being part of. Providing a great workplace that offers flexible work hours, better work/life balance and the opportunity to be creative and innovative could trump the more-money card a competing employer might offer.


June 3, 2010  3:15 PM

Why using social media is like sex



Posted by: Kristen Caretta
Midmarket CIO, Web 2.0

“Social [media] is like sex — fun to read about, fun to look at, but to really understand it, you have to do it.”

How’s that for an attention getter? That’s how Nigel Fenwick, principal analyst at Forrester Research, ended his session on social media for the CIO at last week’s Forrester IT Forum, with a quote from Forrester CEO George Colony.

But too many CIOs and decision makers are social media virgins: When Fenwick polled the audience of CIOs, few session attendees raised their hands to indicate they actively tweet or blog. Even fewer had a social media policy in place at their organizations.
Continued »


May 27, 2010  8:51 PM

Is the new CIO role of today cultivating CEOs of the future?



Posted by: Kristen Caretta
CIO, CIO Jobs

The CIO role is changing — there’s no doubt about that — but the question remains: What does the new CIO role comprise? During her keynote presentation at the Forrester IT Forum in Las Vegas this week, Ursula Burns, CEO of Xerox, said the new CIO role is changing dramatically.

In its last CIO search, Xerox wasn’t looking for the highest-ranking IT person: Burns was looking for someone who was ready for real business.
Continued »


May 20, 2010  9:42 PM

USB memory sticks spark concern — but still prove hard to pass up



Posted by: Kristen Caretta
Midmarket CIO, Risk management, SMB security, Strategy for CIOs

“Is this safe?” seemed to be the first question out of everyone’s mouth when a colleague of mine was handing out USB memory sticks at the recent MIT Sloan CIO Symposium.

The tiny memory sticks did not contain malicious material — only tips and information on health IT — but practically everyone had a story to tell of how they had been burned in the past by the innocuous-looking swag.
Continued »


May 18, 2010  8:04 PM

Why using Microsoft Excel in SMB IT makes sense



Posted by: Kristen Caretta
Business Intelligence, Microsoft, Midmarket CIO, Project Management

It’s no surprise that many organizations are using Microsoft Excel. Evolving from more than just a simple spreadsheet application, Excel is used for everything from simple project management to business intelligence (BI). “I literally use [Excel] for everything,” said Ray Bhatia, vice president of operations at San Francisco-based search engine marketing firm Demand Local Inc.
Continued »


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