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In the Flow: Patterns of
Observable Work
Brian Tullis @briantullis
Joe Crumpler @joecrumpler
Observable Work: #owork
http://www.flickr.com/photos/briherbst/2929013227/in/set-72157607914929015/
2
Copyright Alcoa Fastening Systems 2010. All ...
About Us
• Brian Tullis: Director of Information Services,
AFS
• Joe Crumpler: Manager, Aerospace IS PMO, AFS
3
Copyright ...
AFS At A Glance
4
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Why are we here?
• Define what Observable Work means to us
• Value proposition
• Explore patterns that can be applied in
k...
Acknowledgements:
• Greg Lloyd; Blog
• Jim McGee; Blog
• Paula Thornton; Blog
• John Tropea; Blog
• Jon Udell; Blog
• Jack...
The Problem…
7
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Generic patterns that make work products more visible
and the activity of work more transparent.
The patterns can be appli...
Our Value Proposition
• Increase performance of virtual team
• Do more with less
• IT-Business alignment
• Deliver IT proj...
Principles to Value
10
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Principles (beliefs?)
These themes / characteristics / consequences may not be desirable for all
organizations…sometimes t...
Core Patterns
Respect Org boundaries Distribute information to
widest scope possible
Use a web platform
Narrate your work ...
People Patterns
• Communities of Trust
• Community Managers
• Responsibility to Share
• In-Process Culture
13
Copyright Al...
Communities of Trust
14
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Communities From Our World…
15
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Example: IS Project Community
16
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Community Manager(s)
17
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Responsibility to Share
18
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
In-Process Culture
19
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Process Patterns
• Narrate Your Work
• Status From Visible Work
• Build links between your silos
20
Copyright Alcoa Fasten...
Narrate Your Work
21
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
22
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
In other words, not just the meal…
23
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
…but ingredients, recipe, process
http://www.flickr.com/photos/coopcoopbware/4100878394/
24
Copyright Alcoa Fastening Syst...
Status from Visible Work
25
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
26
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Build Links Between Your Silos
27
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Technology Patterns
• Activity streams (filtered please)
• Living files
28
Copyright Alcoa Fastening Systems 2010. All Rig...
Activity Streams:
29
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
30
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
These are not living files
31
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
32
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Case study: ERP Implementation
Major ERP project (7 months)
USA based technical team
Suzhou, China based users
High tu...
Provide definition
A project manager should strive to provide
definition for the project.
• Answer, “What is this?”
• Unde...
Status as you work
• Update as you work
– Status grows each day
– PM must keep up
• Transparent & Observable
– Misses are ...
Reduce meetings
• Defining the project reduces need for project
status meetings.
• Updating as you work reduces the need f...
Example: Daily Check-In
• Half hour meeting each day
• New tracking post created
• “To Do” assigned
• Analysts update own
...
Problems with the approach
• Conflict, risks from self-expression / disclosure
• Enterprise 2.0 Dark Side
• Gaming the sys...
Do Regular People Get This?
39
Copyright Alcoa Fastening Systems 2010. All Rights Reserved
Recap
• Principles, Patterns, Practice
• Increase community and team effectiveness
• Value from the elimination of waste
•...
Selected References
• Jon Udell’s Data-driven career discovery, which introduces Observable Work
• Jim McGee’s TUG2010 Key...
Thank You!
• And thanks to our team. They do all of the
work.
• Contact Us:
– Joe Crumpler
• Twitter @joecrumpler
• Linked...
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In the Flow: Patterns of Observable Work (e2conf preso w/speaker notes)

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@BrianTullis and @JoeCrumpler presentation slides from Enterprise 2.0 Conference Santa Clara, November 10, 2010. Thanks to everyone who attended in person and gave us your feedback and questions. For everyone who was not able to attend, please take a look at our slides. Notes are available on most slides.

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In the Flow: Patterns of Observable Work (e2conf preso w/speaker notes)

  1. 1. In the Flow: Patterns of Observable Work Brian Tullis @briantullis Joe Crumpler @joecrumpler Observable Work: #owork
  2. 2. http://www.flickr.com/photos/briherbst/2929013227/in/set-72157607914929015/ 2 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  3. 3. About Us • Brian Tullis: Director of Information Services, AFS • Joe Crumpler: Manager, Aerospace IS PMO, AFS 3 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  4. 4. AFS At A Glance 4 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  5. 5. Why are we here? • Define what Observable Work means to us • Value proposition • Explore patterns that can be applied in knowledge work contexts • Examples and case study 5 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  6. 6. Acknowledgements: • Greg Lloyd; Blog • Jim McGee; Blog • Paula Thornton; Blog • John Tropea; Blog • Jon Udell; Blog • Jack Vinson; Blog • Rick Ladd; Blog …and all colleagues and friends that attended and participated in the “Observable Workshop” at the Traction User Group meeting October 13-14 . These are OUR ideas, not mine. 6 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  7. 7. The Problem… 7 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  8. 8. Generic patterns that make work products more visible and the activity of work more transparent. The patterns can be applied to work which is privately observable to a particular group or for a specific purpose (e.g. health records, work for different clients, board minutes). “Observable” almost always means “observable in the appropriate context” Observable Work (definition?) 8 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  9. 9. Our Value Proposition • Increase performance of virtual team • Do more with less • IT-Business alignment • Deliver IT projects better, faster, at lower cost 9 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  10. 10. Principles to Value 10 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  11. 11. Principles (beliefs?) These themes / characteristics / consequences may not be desirable for all organizations…sometimes they aren’t in ours… http://www.flickr.com/photos/wiccked/228099027/ http://www.flickr.com/photos/la_bretagne_a_paris/2732381652/ http://www.flickr.com/photos/jarkkos/250725568/ http://www.flickr.com/photos/sumit/794763/ http://www.flickr.com/photos/joachim_s_mueller/2311069122/ 11 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  12. 12. Core Patterns Respect Org boundaries Distribute information to widest scope possible Use a web platform Narrate your work Use a naming convention Link to source 12 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  13. 13. People Patterns • Communities of Trust • Community Managers • Responsibility to Share • In-Process Culture 13 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  14. 14. Communities of Trust 14 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  15. 15. Communities From Our World… 15 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  16. 16. Example: IS Project Community 16 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  17. 17. Community Manager(s) 17 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  18. 18. Responsibility to Share 18 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  19. 19. In-Process Culture 19 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  20. 20. Process Patterns • Narrate Your Work • Status From Visible Work • Build links between your silos 20 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  21. 21. Narrate Your Work 21 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  22. 22. 22 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  23. 23. In other words, not just the meal… 23 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  24. 24. …but ingredients, recipe, process http://www.flickr.com/photos/coopcoopbware/4100878394/ 24 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  25. 25. Status from Visible Work 25 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  26. 26. 26 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  27. 27. Build Links Between Your Silos 27 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  28. 28. Technology Patterns • Activity streams (filtered please) • Living files 28 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  29. 29. Activity Streams: 29 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  30. 30. 30 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  31. 31. These are not living files 31 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  32. 32. 32 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  33. 33. Case study: ERP Implementation Major ERP project (7 months) USA based technical team Suzhou, China based users High turnover with no ERP culture. Limited resources Tools 33 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  34. 34. Provide definition A project manager should strive to provide definition for the project. • Answer, “What is this?” • Understand your audience. • Build structure as you go. • Link, link, link. • More definition = less meetings • Less meetings = more work. • Status meetings are muda. 34 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  35. 35. Status as you work • Update as you work – Status grows each day – PM must keep up • Transparent & Observable – Misses are telegraphed – Peer pressure keeps deliverables on track • Status meetings reduced 35 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  36. 36. Reduce meetings • Defining the project reduces need for project status meetings. • Updating as you work reduces the need for project status meetings. • 30% increase in actual work. The result of observable work is a reduced need for meetings 36 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  37. 37. Example: Daily Check-In • Half hour meeting each day • New tracking post created • “To Do” assigned • Analysts update own actions on issues • 5 minute PM review • Rinse and repeat The traditional process was linear and took 4 hours 3 times a week with 10 people for a loss of 120 hours of project labor. The new process saves 100 hours per week. 37 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  38. 38. Problems with the approach • Conflict, risks from self-expression / disclosure • Enterprise 2.0 Dark Side • Gaming the system • “Behavioring” our way out of decades of bad knowledge work habits 38 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  39. 39. Do Regular People Get This? 39 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  40. 40. Recap • Principles, Patterns, Practice • Increase community and team effectiveness • Value from the elimination of waste • Deal honestly with problems • Continuously improve 40 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  41. 41. Selected References • Jon Udell’s Data-driven career discovery, which introduces Observable Work • Jim McGee’s TUG2010 Keynote • Traction User Group Blip.TV channel, where Owork keynotes and workshop videos can be found • Twitter #OWork • Greg Lloyd’s Intertwingled Work, great insights and compendium of references • Morten Hansen’s Collaboration, solid advice on when/how to collaborate • Harwell Thrasher’s Boiling the IT Frog, touching on demystifying IT… • Our Blog Next Things Next, our experiences at work, practical advice 41 Copyright Alcoa Fastening Systems 2010. All Rights Reserved
  42. 42. Thank You! • And thanks to our team. They do all of the work. • Contact Us: – Joe Crumpler • Twitter @joecrumpler • LinkedIn – Brian Tullis: • Twitter @briantullis • LinkedIn 42 Copyright Alcoa Fastening Systems 2010. All Rights Reserved

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