Tag Archives: Teams

About Project Teams in general, and Kerika’s Board and Account Teams in particular.

How Project Settings Work in Kerika (A Preview of Coming Attractions)

Here’s a teaser video of the new Kerika user interface, which we are getting close to releasing…

Among other things, we will consolidate and improve a bunch of project management features under a new “Project Settings” button.

Check it out:

Signalling priority in Kanban and Scrum Boards

Kerika makes it very easy for everyone within a distributed team to always have the same clear understanding of what’s most important, within any part of a project’s workflow.

With a Task Board or Scrum Board, simply drag cards up or down to show their relative importance: stuff that is on top of a column is more important than stuff that’s at the bottom.

This is a super-simple way of signaling priorities: it removes all ambiguity within a distributed team, because only one card can be at the very top of a column — i.e. only one item can be “highest priority” — and only one item can be in the second position within a column — i.e. only one item can be “next highest priority” — and so forth.

A great side benefit of this method is that it keeps managers honest: it is no longer possible for a point-haired boss to claim that a bunch of things are all “top priority”.

Pointy-hair boss
Pointy-hair boss

Showing Due Dates in local times

Many of our users work in globally dispersed teams; our own team is spread out between Seattle and India.

With multiple timezones, particularly when they are widely spaced apart, commitments like “I will get this done today” become a little tricky to understand.

If someone in India says “I will get this done today”, is that India time or Seattle time? Well, that depends upon where you are, when you log into Kerika.

Kerika automatically factors in differences in timezones when showing due dates: someone who commits to getting something done “today” in India is actually committing to get it done by 11:30AM Pacific Standard Time, now that the US is in Daylight Savings Mode.

So, the due date is shown in a way that’s relevant to the user’s local time: our Seattle folks see an Indian’s commitment like this

Local time due date
Local time due date

These timezone differences automatically adjust for Daylight Savings Time: there’s nothing you need to do to see when a commitment is actually due.

Except, perhaps, notice that the item is now overdue, as indicated in red in the example above…

Kerika @ Kerika: How we use our own product

We are often asked how the Kerika team itself uses Kerika, and we freely share this through demos we have done in person for potential customers and at various events. For those who we haven’t met in person, here’s a blog post instead..

1. Kerika runs on Kerika.

Pretty much everything we do, from the smallest, tangential effort to our main product development is done using the Kerika software.

(It shouldn’t surprise you to hear that, given that we are a distributed team ourselves — spread out between Seattle and India.)

2. No email, limited phone calls

In fact, we gave up using internal email back in Dec 2013. (Email sucks, and Kerika is the smarter alternative to spam.)

Because our team is spread out over 10,000 miles, we do occasional phone calls, using Skype or Google Hangouts, to discuss product strategy, but we don’t have daily phone calls as a matter of routine.

We have a phone call only when there is something substantial to discuss, never to catch up on routine status. In other words, all our phone conferences are about interesting topics, like “What do you think about this idea…?” or “I met a customer today who brought up this problem…”; never about “Where are you with Task X?”.

Kerika keeps us in perfect sync across these 10,000 miles on all matters of routine status and project management, so our phone calls are all strategic in nature.

3.  Scrum for Product Development

We work with a 2-week Sprint Cycle for the most part, although we have occasionally deviated from this — never with great results, so sticking to the cycle is usually a good idea!

We capture all of our product ideas and feature requests in one large Scrum Board, which we call, simply, Product Planning.

This board organizes our ideas into various buckets, like Valuable for Enterprises and Valuable for Individuals:

Product Planning buckets
Product Planning buckets

You might notice that the Backlog column is relatively small: only 54 items. That’s because not everything in the other buckets is ready to go into the Backlog, either because a feature isn’t well defined enough, or it isn’t considered important enough to deal with in the short-term.

(We have a lot of ideas that sit and gestate for months, even years!)

It’s also worth noting that the Trash contains 62 items: this means we reject as many ideas as we pursue!

4. A Shared Backlog

As ideas for various features get prioritized — and, more importantly, defined clearly enough to be analyzed in detail by our developers — they get moved to the Backlog.

This backlog is shared by all the individual product development Scrum Boards:

Product Planning process
Product Planning process

(And, by the way, the screenshot above is from a Kerika Whiteboard that we use to map out our product planning process.)

Each Sprint is organized as a separate Scrum Board, pulling items from the common Backlog.

As items get done (or not, as the case may be), the Backlog slowly shrinks over time.

But, as ideas for new features gets firmed up on the Product Planning board, this keeps feeding more stuff into the Backlog. So, the net result is that our Backlog has remained the same size for years: about 50-60 items.

We have been doing this for a while now, and are currently wrapping up Sprint 55, with each Sprint taking at least 2 weeks, and several taking 1 month to complete.

Here’s an example of one of our Scrum Boards:

Scrum Board
Scrum Board

5. Kerika’s Smart Notifications

So, if we are a distributed team that doesn’t use email, and not that much phone either, how do we keep up with what’s happening? The answer is: Kerika’s smart notifications help each of us easily keep track of changes taking place across literally hundreds of cards each day.

Here’s an example:

Smart notifications
Smart notifications

At a glance we can tell that this card has

  • Moved
  • Has a new due date
  • Has new attachments
  • Has new (unread) chat messages
  • And, unfortunately, needs rework 🙁

These smart notifications replace dumb email with a much more efficient mechanism for keeping everyone on the same page.

6. The Development Process

If we open up one of these cards, we can get a glimpse of the Kerika development process. Let’s start with the chat thread on this card:

Example of new chat
Example of new chat

This chat shows a typical interaction between a junior developer and a technical lead: after writing the code for a particular feature, the developer has passed it on to the tech lead for code review.

The code review itself is attached to the card, as an attachment:

Adding code review to a card
Adding code review to a card

For each feature we develop, our engineers create a small work plan that outlines their design thinking.

This design/work plan is a critical artifact for good software development: it ensures that people can review the work more easily and effectively, and it also provides a reference for the future — if ever a bug is found in this particular feature, we can go back to the work plan to see where the design flaw may have originated.

The code review is typically very short, and attached (in this case) as a Google Doc:

Example of code review
Example of code review

 

7. Card History

Each card in Kerika keeps track of its own history, which makes it easy for a distributed team to keep track of everything that happened. Frequently, a number of changes may have taken place on a single card during a workday, and someone who is 10,000 miles away is also about 13 hours away in terms of timezones, so the history feature is useful for understanding all the changes that took place when you weren’t looking.

History of the work
History of the work

 

So, that’s a typical card, on a typical board. And, in a typical 2-week Sprint Cycle, our development team handles 175-200 cards!

We love Kerika, not just because we have built it, but because it makes our distributed team so very effective!

Why Box can seem too “chatty” with their email notifications

Some of our Kerika+Box users have been complaining about the number of email notifications they get when new projects are created: this has to do with Box, rather than Kerika, but it’s helpful to understand what’s going on, and what you can do about it.

When you create a project in Kerika, Kerika creates a dedicated folder for the files that will be used in that project.  This folder is shared with whoever needs access to that Kerika project.

Every Kerika user can set a personal preference:  you can choose to share your new projects with your account team automatically when they are created, or just with people as and when you add them one by one to a Kerika project.  By default, this is set to “share with account team” since this helps people discover new projects within their organization.

One downside of this: whenever you create a new project team, especially if it owned by a service account, a new Box folder will get created for this project and shared automatically with everyone who is part of that account.

This was resulting in way more emails than anyone wants to see, so we have made a change in the way we work with Box:

  • When people get added to a Box folder, through Kerika, they will no longer get an email notification.
  • However, the Account Owner will still be notified; there doesn’t seem to be any way around this.

 

Using Kerika, but not using English

Right now, the Kerika user interface is entirely in English, but we have users worldwide and many of them use Kerika with other languages, e.g. Greek, Japanese, Korean, etc.

When you export data from a Task Board or Scrum Board that includes non-English characters, the foreign characters are actually preserved correctly as part of the exported data, but if you need to then import data into some other program, like Microsoft Word or Excel, you need to make sure the other program correctly correctly interprets the text as being in UTF-8 format.

WHY UTF-8?

UTF-8 is a coding standard that can handle all possible characters, so it works with languages like Greek, Japanese, etc. which don’t use the Roman alphabet.

For a long time now, UTF-8 has been the only global standard that works across all languages, because of its inherent flexibility in handling different character sets.

When you do an export of data from a Kerika Task Board or Scrum Board, we create the CSV files in UTF-8 format, and include what’s called the Byte Order Mark (BOM) in the first octect of the exported file.

Including a BOM is the best way to let all kinds of third-party programs know that the file is encoding in UTF-8: it’s a standard way of saying to other programs, “Hey, guys! This text may contain non-English characters.”

And for the most part, including a BOM works just fine with CSV exports from Kerika: Google Spreadsheets interprets that correctly, Microsoft Excel on Windows interprets that correctly, but not…

EXCEL ON MACS

Many version of Excel for Macs, going back to Office 2007 at least, have a bug that doesn’t correctly process the BOM character. Why this bug persisted for so long is a mystery, but there we are…

The effect of this bug is that an exported file from Kerika, containing non-English characters, will not display correctly inside Excel on Mac, although it will display correctly with other Mac programs, like the simple Text Edit.

There’s not much we can do about this bug, unfortunately.

THE TECHNICAL BACKGROUND TO ALL THIS:

BOMs are used signify what’s called the “endianess” of the file.

Endianess is a really ancient concept: in fact, most software developers who learned programming in the last couple of decades have no idea what this is about.  You can learn about endianess from Wikipedia; the short summary is that when 8-bit bytes are combined to make words, e.g. for 32-bit or 64-bit microprocessors, different manufacturers had adopted one of two conventions for organizing these bytes.

For Big-Endian systems the most significant byte was in the smallest address space, for Little-Endian systems the most significant byte was in the largest address space.

(If you have a number like 12345, for example, the “1” is the most significant digit and the “5” is the least significant. In a Big-Endian system this would be stored as “1 2 3 4 5”; in a Little-Endian system it would be stored as “5 4 3 2 1”. So, when you get presented with any number, you really need to know which of the two systems you are using, because the interpretation of the same digits would be wildly different.)

(About a dozen years ago Joel Spolsky, former PM for Excel, wrote a great article on the origins and use of BOM, for those who want to learn more about the technical details.)

Why this affects Kerika at all? Because when you do an export of cards from Kerika, the export job is run on a virtual machine running on Amazon Web Services.

We have no idea what kind of physical hardware is being used by AWS, and we are not supposed to care either: we shouldn’t have to worry about whether we are generating the CSV file using a little- or big-endian machine, and whether the user is going to open that file with a little- or big-endian machine.

That’s the whole point of using UTF-8 and a BOM: to make it possible for files to be more universally shared.

Lock Canvas: a new feature

With our latest release we are adding a feature that will make it easier for folks to create, and maintain, very elaborate Whiteboards: any team member can lock a canvas to discourage other team members from making changes.

This isn’t a very complicated function; it has a very simple purpose: if you have been working hard on a particular canvas, which could be a stand-alone Whiteboard, part of a series of nested canvases in a Whiteboard, or attached to a card on a Task Board or Scrum Board, you may become worried that other team members might come by to visit your board and carelessly make changes to your pristine creation.

(After all, we creative types can get really possessive about our beautiful canvases :-)!)

To discourage others from making changes, just click on the lock button that appears to the far end of the Canvas toolbar:

For Team Members, this is a “soft lock”: any canvas that’s locked by one Team Member can be unlocked by any other Team Member, so you are not really shutting out people from making changes, merely discouraging them by signalling that you would like to preserve a canvas in a particular way.

Canvas locked by Team Member
Canvas locked by Team Member

But for Project Leaders, this is a “hard lock”: if a Project Leader locks a canvas, it can be unlocked only by another Project Leader. (Remember: projects can have more than one Project Leader!)

Canvas locked by Project Leader
Canvas locked by Project Leader

So, if a canvas gets to a truly pristine state that you want to preserver forever, have the Project Leader lock it, and the rest of the team will be able to view it but not make changes.

And, of course, if canvases are embedded (nested) inside each other, each canvas can be locked or unlocked, as you like, giving you maximum flexibility.

Change Shape: a new feature

We finally got around to adding a feature to the Canvas that we have wanted for a while, but somehow never got around to building: now, with a single click, you can change a shape on a canvas, whether it is in a Whiteboard project or attached to a card on a Task Board or Scrum Board:

Change Shape
Change Shape

Here’s why you might need this: often when you are first creating a process flow diagram, you might use shapes — rectangles, ellipses, diamonds — in an arbitrary or careless way, which is just fine because at that time you are trying to be creative rather than meticulous.

But, as the canvas takes shape and matures, you might want to go back and standard the use of particular shapes (even if you don’t strictly follow the old conventions for drawing flowcharts, which we don’t either).

This new function makes it easy for you to select a bunch of shapes and change them all to a new shape. Previously, you had to create a new shape and put it in place to replace the old shape, which was pretty inconvenient when you had a bunch of nested canvases and a bunch of curved lines connecting all the shapes.

Easy, now.

When the “Honey Do” list goes online

Remember Heather & Jason?

Jason & Heather
Jason & Heather

They were the happy couple that planned their wedding using Kerika!

(We were reminded of the thanks to a recent Harvard Business Review article on using Kanban to manage your personal life.)

Well, the last time we saw Jason, we asked him how the wedding had gone, and he said it went beautifully!

Heather was new to the whole Kanban concept, but Kerika helped her understand all the moving parts that needed to come together just right for a great wedding, and she liked the experience so much that their house chores are now organized and managed online.

In other words, the “Honey Do” list has now gone online!