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This is a Headshift blog post by , written on September 22, 2005. It has (2) comments, the latest of which was on January 24, 2007.

Gettin' Wiki With It

One of our more massively complex systems is about to get a major upgrade - and I mean major - this version has been in development for most of this year.

We've been doing a root-and-branch upgrade of the integration between two coupled systems - migrating blog platforms from a third-party package to in-house code, creating a single sign on across all sites, etc etc etc... pretty hardcore stuff.

For an upgrade this complex, it's not just a case of uploading files. The deployment has to be carefully planned so that


  • all stakeholders are informed well in advance

  • potential problems are foreseen and catered for before they occur

  • everything is "roll-back-able"

  • a schedule is agreed and stuck to

In other words, it's all about the three -ations:


  • Anticipation

  • Coordination

  • Communication

We've been using our enterprise wiki, Confluence, to keep track of things, and I have to say, it's proved an invaluable tool for this situation.

In the planning meetings - which can last hours - we can very quickly record our technical discussions and create agreed minutes in the meeting itself, as we go along. The only tools needed are a web browser and, ideally, a projector, and the attendees can see the meeting notes (and the plan itself) developing in real time.

This also helps keep the meeting focussed : you have an identifiable goal ( "ok, by the end of this meeting we want to have sections X, Y and Z done..." ) and everyone can see the progress towards that goal as it happens. Even non-attendees can see the progress of the meeting while it's taking place, either by viewing the in-progress Confluence page or via RSS.

Also, as the deliverable outcome of this process is a step-by-step plan, the same idea is going to prove equally valuable while the plan is being carried out - i.e. in the actual deployment.

For each step, we've made rough estimates of timescale, and at each step of the way, we compare progress to the schedule, record it on the Confluence page, and revise estimates of the total downtime accordingly. If after, say, a third of the tasks have been performed, we're running behind schedule, then we're aware of that as we go along - and if we hit really serious snags, at any stage we have the information we need to make a decision as to whether we continue, or we abort and reschedule for once the snags have been addressed.

The important thing here is commnuication. Confluence makes it very easy to log progress as we go along, and record any relevant details. Just little interface niceties like the shortcut (y) producing a thumbs-up image - - make the updates an absolute breeze. The wiki ethos means that anyone can quickly add any notes or details as and when required, and all parties can be kept informed of progress just by viewing the web page or picking up updates via the RSS feeds - crucially, this happens without having to distract the techies to ask for an update.

Three key staff were involved in the preparation of the plan, and as with anything this complex, in the time between documenting the plan and putting it into action, each one of us has cogitated some more and thought of some small-but-significant little detail that we missed in the meeting. With this collaborative wiki approach, all we have to do is just record it in the appropriate place on the Confluence page, and all relevant parties get automatically notified.

And that's it - so much easier than the bad old days... so anyone out there who's still struggling with the Internet v1.0(tm) way of collaborative document development -


  • E-mailing Word documents round every individual person, generating a huge list of replies, comments and revisions, which then have to be applied to the document and emailed round again, so no-one's ever quite sure if they have the latest version, and some people say they never got the e-mail, or their question wasn't answered because it got lost in the e-mail trail.... discussions and suggestions can take place through the blog-like comments system, and the latest version is always the visible one.

  • Mysteriously disappearing detail that some people swear was there yesterday, and others don't remember at all - each update is logged and versioned off, and notified via RSS.

  • ...add your horror story here...

- I would thoroughly recommend Gettin' Wiki With It. Give it a try - it might Change The Way You Work Forever...

2 Comments

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This success story has many similarities with some projects i currently support as an external consulting auditor and security specialist. I am currently in the position to set up new processes for Audit Resolution Magagement. Regretfully all my suggestions and presentations showing that a Wiki approach to support the documentaion, reporting and mitigation planning were ignored. Why's that ? Well, because of the expected boost in efficency and the much much higher level of transparenency a WIKI could possibly render some of the project coordination guys useless. And of cause the extreme complex coordination by endless mail threats, presentation revisions, multiple versions of the meeting minutes etc are the only justification for these guys to be on the organizations payroll.

I know - life could be much easier with a simple approach as a WIKI in conjunction with the classical project management, however the social aspekt and protectionism of certain parties have to be taken into account. This is IMHO what kills any obvious simplification and innovation.

My upcoming position will (hopefully) allow me to bring in the WIKI idea right from the beginning because the new team is just about to be recruited. Cross your fingers !

Steffen

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Hi Steffen,

I think the 'danger of disintermediation' is a major cause of fear among some managers faced with the openness of the wiki mode. From our point of view, the majotity of project mgmt is actually project comms and recording, so wikis and blogs make perfect sense.

Good luck with the new role and we stand ready to be called in. We are actually quite good at dealing with roadblocks ;-)

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