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Evolution of Agile Development at
           Genius.com
Drew Stephens, Ryan Ausanka-Crues, Scott Mersy
Genius.com Overview



• Software-as-a-Service
• Sales & marketing products
• Languages
  – PHP
  – Perl
  – Java
  – C#
  – JavaScript
• MySQL
• ExtJS & YUI



                                    2
The Bad Old Days



• May 2007
  – Unreliable release dates
  – Low quality
  – Unmaintainable code
  – Poor ops/dev/QA
    relationship
  – 0% test coverage




                                     3
What Was Wrong?



• Requirement waterfall
• Assigned silo development
• No automated testing
• Developing on quicksand
• No progress tracking
• Dev & QA separation
• Release piling




                                 4
Comprehensive Agility


Organizational Structure




  Process Framework


Development Approach


                           5
Comprehensive Agility


               Organizational Structure
   Eliminate Waste          Empower the Team            Collaborative Layout

   Access to Execs       Intelligence over Experience        Allow Fun

Increased Expectations     Reduced management             Educate Execs


                     Process Framework


                Development Approach


                                                                               5
Comprehensive Agility


                Organizational Structure
   Eliminate Waste          Empower the Team             Collaborative Layout

   Access to Execs       Intelligence over Experience         Allow Fun

Increased Expectations     Reduced management              Educate Execs


                     Process Framework
   Iterations        Demos                User Stories        Daily Sync-ups
   One-piece flow            Embrace Change                   Retrospectives


                Development Approach


                                                                                5
Comprehensive Agility


                Organizational Structure
   Eliminate Waste           Empower the Team               Collaborative Layout

   Access to Execs        Intelligence over Experience           Allow Fun

Increased Expectations      Reduced management                Educate Execs


                     Process Framework
   Iterations            Demos               User Stories        Daily Sync-ups
   One-piece flow                Embrace Change                  Retrospectives


                Development Approach
    Coding Standards        Collective Ownership         Continuous Integration
     Collective Design       Automated Testing               Technical Backlog
    Design Metaphors                 YAGNI                  Pair Programming
                                                                                   5
Comprehensive Agility


                Organizational Structure
   Eliminate Waste           Empower the Team               Collaborative Layout

   Access to Execs        Intelligence over Experience           Allow Fun

Increased Expectations      Reduced management                Educate Execs


                     Process Framework
   Iterations            Demos               User Stories        Daily Sync-ups
   One-piece flow                Embrace Change                  Retrospectives


                Development Approach
    Coding Standards
     Collective Design              XP
                            Collective Ownership
                             Automated Testing
                                                         Continuous Integration
                                                             Technical Backlog
    Design Metaphors                 YAGNI                  Pair Programming
                                                                                   5
Comprehensive Agility


                Organizational Structure
   Eliminate Waste           Empower the Team               Collaborative Layout

   Access to Execs        Intelligence over Experience           Allow Fun

Increased Expectations      Reduced management                Educate Execs


                     Process Framework
   Iterations
   One-piece flow
                            Scrum
                         Demos               User Stories
                                 Embrace Change
                                                                 Daily Sync-ups
                                                                 Retrospectives


                Development Approach
    Coding Standards
     Collective Design              XP
                            Collective Ownership
                             Automated Testing
                                                         Continuous Integration
                                                             Technical Backlog
    Design Metaphors                 YAGNI                  Pair Programming
                                                                                   5
Comprehensive Agility


                Organizational Structure
                                 Lean
   Eliminate Waste           Empower the Team               Collaborative Layout

   Access to Execs        Intelligence over Experience           Allow Fun

Increased Expectations      Reduced management                Educate Execs


                     Process Framework
   Iterations
   One-piece flow
                            Scrum
                         Demos               User Stories
                                 Embrace Change
                                                                 Daily Sync-ups
                                                                 Retrospectives


                Development Approach
    Coding Standards
     Collective Design              XP
                            Collective Ownership
                             Automated Testing
                                                         Continuous Integration
                                                             Technical Backlog
    Design Metaphors                 YAGNI                  Pair Programming
                                                                                   5
Agile Misconceptions




                       6
Agile Misconceptions


“We’re iterative so we’re agile”


                        “There’s no time for architecture design”


“Our features are too big to fit into sprints”


                                   “Our code can’t be unit tested”


“The daily meeting is a waste of time”


                           “Agile is an excuse to micro-manage”


                                                                     6
Genius.com Agile Milestones

                                                                                                                                      ...
                                                                                                                       September

                                                                                          2009
                                                                                                                       Split into 2 teams

                                                                                                         January
                                                                                                         Hired brilliant build engineer

                                                                                          May
                                                                                          Hired supportive VP
                                                                            April
                                                                            New collaborative workspace
                                                2008              March
                                                                  Introduce Scrum board
                                                      February
                                                      Scrum Master training
                                         December
                                         Start of on-time release streak
                                October

2007                August
                                Co-located dev & QA

                    Nightly builds
           June
           First unit tests
April
First “iteration”




                                                                                                                                            7
Hiring



• Intelligence over Experience
• Cultural fit
• Enthusiasm
• Motivated
• Referrals
• From RIT or HMC




                                 8
Collaboration



• Encourage non-work interaction
• Team breaks story into tasks
• Collective decisions
• Self-assigned work
• Co-located product management
• Remove barriers
• Hold team responsible
• Conducive workspace




                                       9
May 2007




           10
February 2008




                11
June 2009




            12
Daily Standup




                13
Scrum Board


• 5 columns
• Swim lanes for stories
• Stories are color coded
• Team commits to stories every 2
  weeks
• Production and previous sprint
  bugs
• Team decides order of stories
• Can only be on one open story
• Don’t move on until entire story
  is done




                                          14
Definition of “Done”


• Task
  – Unit tests written and run
  – Code and tests checked in
  – QA verify it’s bug free
  – UI tests written and run
  – Security code review
• Story
  – Product management sign-off
  – Potentially shippable
  – No open non-validated tasks
  – No technical debt


                                     15
Prioritized Backlog



• Maintained by product management
• Aggregation of all features requested
 (users, sales, marketing, operations, developers, QA, etc)

• Prioritized by product manager based on input
• Higher priority = increased definition and granularity
• Meet & greets w/ the team
• Phrased as user stories
 “As a marketer I want to be able to schedule an email to go out in the future so that I
 don’t have to be at my desk for the email to go out at a specific time”

• Acceptance criteria
 “1 month maximum, 1 hour minimum”

• Everyone needs to understand tradeoffs



                                                                                           16
17
Process Evolution



• May 2007
  – Unreliable release dates
  – Low quality
  – Unmaintainable code
  – Poor ops/dev/QA
    relationship
  – 0% test coverage




                                      18
Process Evolution



• May 2007                     • December 2009
  – Unreliable release dates    – 13 consecutive on-time
  – Low quality                   major releases
  – Unmaintainable code         – 90% reduction in
                                  production bugs
  – Poor ops/dev/QA
    relationship                – 72% unit test coverage
  – 0% test coverage




                                                           18
1 Release (2007)




                   19
21 Release (2009)




21-a   21-b




                New product



                                  20
21 Release - Part 2




                                   21
21-a   21-b   21-c   21-d   21-e




               New customer!



                                        21
22 Release




                                   21                 22
21-a   21-b   21-c   21-d   21-e        22-a   22-b




                 New product



                                                           22
Great Resources



• Our blog! - http://eng.genius.com


• Mike Cohn - http://www.mountaingoatsoftware.com
• BayAPLN - http://bayapln.org
• Agile Alliance - http://agilemanifesto.org
• James Shore - http://jamesshore.com




                                                    23
Have fun!




            24
Agile At Genius.com
Agile At Genius.com
Agile At Genius.com
Tools We Use



• 3rd Party              • We Built
  – PHPUnit                – PHP DSL for Selenium
  – Hudson                 – JS/CSS Packaging
  – PhpUnderControl        – PHPUnit wrapper
  – Jira                   – DB Fixture Framework
  – SVN                    – Automated deployment
  – Eclipse
  – TestRun
  – Selenium RC
  – Capistrano



                                                    28

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Agile At Genius.com

  • 1. Evolution of Agile Development at Genius.com Drew Stephens, Ryan Ausanka-Crues, Scott Mersy
  • 2. Genius.com Overview • Software-as-a-Service • Sales & marketing products • Languages – PHP – Perl – Java – C# – JavaScript • MySQL • ExtJS & YUI 2
  • 3. The Bad Old Days • May 2007 – Unreliable release dates – Low quality – Unmaintainable code – Poor ops/dev/QA relationship – 0% test coverage 3
  • 4. What Was Wrong? • Requirement waterfall • Assigned silo development • No automated testing • Developing on quicksand • No progress tracking • Dev & QA separation • Release piling 4
  • 5. Comprehensive Agility Organizational Structure Process Framework Development Approach 5
  • 6. Comprehensive Agility Organizational Structure Eliminate Waste Empower the Team Collaborative Layout Access to Execs Intelligence over Experience Allow Fun Increased Expectations Reduced management Educate Execs Process Framework Development Approach 5
  • 7. Comprehensive Agility Organizational Structure Eliminate Waste Empower the Team Collaborative Layout Access to Execs Intelligence over Experience Allow Fun Increased Expectations Reduced management Educate Execs Process Framework Iterations Demos User Stories Daily Sync-ups One-piece flow Embrace Change Retrospectives Development Approach 5
  • 8. Comprehensive Agility Organizational Structure Eliminate Waste Empower the Team Collaborative Layout Access to Execs Intelligence over Experience Allow Fun Increased Expectations Reduced management Educate Execs Process Framework Iterations Demos User Stories Daily Sync-ups One-piece flow Embrace Change Retrospectives Development Approach Coding Standards Collective Ownership Continuous Integration Collective Design Automated Testing Technical Backlog Design Metaphors YAGNI Pair Programming 5
  • 9. Comprehensive Agility Organizational Structure Eliminate Waste Empower the Team Collaborative Layout Access to Execs Intelligence over Experience Allow Fun Increased Expectations Reduced management Educate Execs Process Framework Iterations Demos User Stories Daily Sync-ups One-piece flow Embrace Change Retrospectives Development Approach Coding Standards Collective Design XP Collective Ownership Automated Testing Continuous Integration Technical Backlog Design Metaphors YAGNI Pair Programming 5
  • 10. Comprehensive Agility Organizational Structure Eliminate Waste Empower the Team Collaborative Layout Access to Execs Intelligence over Experience Allow Fun Increased Expectations Reduced management Educate Execs Process Framework Iterations One-piece flow Scrum Demos User Stories Embrace Change Daily Sync-ups Retrospectives Development Approach Coding Standards Collective Design XP Collective Ownership Automated Testing Continuous Integration Technical Backlog Design Metaphors YAGNI Pair Programming 5
  • 11. Comprehensive Agility Organizational Structure Lean Eliminate Waste Empower the Team Collaborative Layout Access to Execs Intelligence over Experience Allow Fun Increased Expectations Reduced management Educate Execs Process Framework Iterations One-piece flow Scrum Demos User Stories Embrace Change Daily Sync-ups Retrospectives Development Approach Coding Standards Collective Design XP Collective Ownership Automated Testing Continuous Integration Technical Backlog Design Metaphors YAGNI Pair Programming 5
  • 13. Agile Misconceptions “We’re iterative so we’re agile” “There’s no time for architecture design” “Our features are too big to fit into sprints” “Our code can’t be unit tested” “The daily meeting is a waste of time” “Agile is an excuse to micro-manage” 6
  • 14. Genius.com Agile Milestones ... September 2009 Split into 2 teams January Hired brilliant build engineer May Hired supportive VP April New collaborative workspace 2008 March Introduce Scrum board February Scrum Master training December Start of on-time release streak October 2007 August Co-located dev & QA Nightly builds June First unit tests April First “iteration” 7
  • 15. Hiring • Intelligence over Experience • Cultural fit • Enthusiasm • Motivated • Referrals • From RIT or HMC 8
  • 16. Collaboration • Encourage non-work interaction • Team breaks story into tasks • Collective decisions • Self-assigned work • Co-located product management • Remove barriers • Hold team responsible • Conducive workspace 9
  • 17. May 2007 10
  • 19. June 2009 12
  • 21. Scrum Board • 5 columns • Swim lanes for stories • Stories are color coded • Team commits to stories every 2 weeks • Production and previous sprint bugs • Team decides order of stories • Can only be on one open story • Don’t move on until entire story is done 14
  • 22. Definition of “Done” • Task – Unit tests written and run – Code and tests checked in – QA verify it’s bug free – UI tests written and run – Security code review • Story – Product management sign-off – Potentially shippable – No open non-validated tasks – No technical debt 15
  • 23. Prioritized Backlog • Maintained by product management • Aggregation of all features requested (users, sales, marketing, operations, developers, QA, etc) • Prioritized by product manager based on input • Higher priority = increased definition and granularity • Meet & greets w/ the team • Phrased as user stories “As a marketer I want to be able to schedule an email to go out in the future so that I don’t have to be at my desk for the email to go out at a specific time” • Acceptance criteria “1 month maximum, 1 hour minimum” • Everyone needs to understand tradeoffs 16
  • 24. 17
  • 25. Process Evolution • May 2007 – Unreliable release dates – Low quality – Unmaintainable code – Poor ops/dev/QA relationship – 0% test coverage 18
  • 26. Process Evolution • May 2007 • December 2009 – Unreliable release dates – 13 consecutive on-time – Low quality major releases – Unmaintainable code – 90% reduction in production bugs – Poor ops/dev/QA relationship – 72% unit test coverage – 0% test coverage 18
  • 28. 21 Release (2009) 21-a 21-b New product 20
  • 29. 21 Release - Part 2 21 21-a 21-b 21-c 21-d 21-e New customer! 21
  • 30. 22 Release 21 22 21-a 21-b 21-c 21-d 21-e 22-a 22-b New product 22
  • 31. Great Resources • Our blog! - http://eng.genius.com • Mike Cohn - http://www.mountaingoatsoftware.com • BayAPLN - http://bayapln.org • Agile Alliance - http://agilemanifesto.org • James Shore - http://jamesshore.com 23
  • 32. Have fun! 24
  • 36. Tools We Use • 3rd Party • We Built – PHPUnit – PHP DSL for Selenium – Hudson – JS/CSS Packaging – PhpUnderControl – PHPUnit wrapper – Jira – DB Fixture Framework – SVN – Automated deployment – Eclipse – TestRun – Selenium RC – Capistrano 28

Editor's Notes

  • #40: As a marketing user I would like the sfdc standard field “lead source” to be a Genius standard field As a non-sfdc marketing user I would like to be able to use the “lead source” field in workflow conditions so that I can segment my workflow actions based on “lead source” As a non-sfdc marketing user I would like to use “lead source” field in workflow update field action so that I can change the field value in a workflow As a non-sfdc marketing user I would like to use “lead source” field in smart groups so that I can segment my groups based on the value of that field As a non-sfdc marketing user I would like to use “lead source” field in mail merge so that I can include the field value in emails that go to contacts and leads