Form Follows Function on SPaMCast 459

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I’m back for another appearance on Tom Cagley’s Software Process and Measurement (SPaMCast) podcast.

This week’s episode, number 459, features Tom’s essay on resistance to change. This is followed by our Form Follows Function segment discussing my post “Innovation, Intention, Planning and Execution”. Jeremy Berriault‘s QA corner finishes the cast with a segment on testing packaged software.

In this installment, Tom and I talk about effectiveness, particularly the relationship between effectiveness and reasoned, intentional action. In short, organizations are (social) systems, and “things work better when they work together on purpose”. You can’t create serendipity, but if you want to be able to exploit what serendipity drops in your lap, you need to prepare the ground ahead of time.

You can find all the SPaMCast episodes I’m in under the SPaMCast Appearances category on this blog. Enjoy!

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Innovation, Intention, Planning and Execution

Napoleon at Wagram

 

Convergence is an interesting thing. Greger Wiktrand and I have been trading posts back and forth on the subject of innovation for almost eighteen months now (forty posts in total). I’ve also been writing a lot on the concept of organizations as systems, (twenty-two posts over the last year, with some overlap with innovation). The need for architectural design (and make no mistake, social systems like organizations require as much architectural design over their lifetime as any software system) and the superiority, in my opinion, of intentional architecture versus accidental architecture are also themes of long standing on this site.

My last post, “Architecture Corner: Good at innovation – Seven Deadly Sins of IT”, linked to a YouTube video produced by and starring Greger and Casimir Artmann. It’s worth the watching, so I won’t give away the plot, but I will say that it demonstrates how these concepts interrelate.

Effectiveness requires reasoned intentional action. I’ve used this Tom Graves’ quote many times before, but it still applies: “things work better when they work together, on purpose”.

The word “purpose” is critical to that sentence. The difference between intentional rather than accidental activity is the difference between being goal-directed and flailing blindly (n.b. experimenting, done right, is the former, not the latter). An understanding of purpose can allow a goal to be reached, even when the initial route to that goal is closed off. Completing a required set of tasks lacks that flexibility. This appreciation of the utility of purpose-oriented direction over micro-management is an old one that the military periodically re-visits:

An understanding of the purpose aids the joint force in exercising disciplined initiative to facilitate the commander’s visualized end state. Moreover, the purpose itself not only drives why tasks must happen, but also how subordinate commanders choose to execute their assigned mission(s).

Purposes must be carefully crafted, nested, and organized not only to achieve unity of effort, but also the intended outcomes (selected tasks to execute, method of execution, and/or desired effects). They also must give subordinates the latitude to find better, innovative solutions to tactical and operational problems. Finally, the operational purpose must ultimately nest back to the strategic national interest in order to affect change in the human domain. Purposes for the subordinate operations must be well thought out, nested within the desired operational objectives, and be the correct purpose in order to achieve the desired operational end state. Therefore, it is incumbent upon commanders to develop purposes for subordinate operations first and subsequently build the tasks. The “why” trumps the “how” both in importance and in priority.

What to accomplish and why are more important than how to accomplish something. As the author of article above noted, communicating purpose “…enables subordinates to take advantage of emergent opportunities that arise by enabling shared understanding of the commander’s purpose and end state.” It should also force those providing direction to examine their rationale for what they’re asking for. “Why” is the most important question that can be asked. Activity that is not tailored to achieving a particular aim will be ineffective. This includes chasing the latest silver bullet. A recent article on International Business Times, “As a term of description, ‘digital’ is now an anachronism”, had this to say:

As a term of description, digital is an anachronism. It reflects an organisational mindset that views technological transformation itself as the aim. It’s a common mistake. At the height of the dotcom boom, suddenly everyone needed a website, but not everyone understood why.

Over the last few years, the drive to digitisation has intensified. Business models, brands, products and services, customer relationships and business processes are increasingly governed by digital elements such as data.

But much the same as building a website in 1999, it’s not a question of becoming “more digital”. It’s a question of what you want digital to do.

Confusing means and ends is both futile and expensive. No matter how many tools I buy, buying tools won’t make me a carpenter (though my bank balance will continue to shrink regardless of whether the purchase helped or not). Dropping tools and techniques into a culture that is not able or prepared to use them accomplishes nothing. Likewise, becoming more “digital” (or for that matter, more “agile”), will not help an organization if it’s heading in the wrong direction. Efficiency and effectiveness are two different things that may well not go hand in hand. Just as important to understand, efficiency must take a subordinate position to effectiveness. You cannot do the wrong thing efficiently enough to turn it into the right thing.

You need to understand what you want to do and what the constraints, if any, are. That understanding will allow you to figure out how you’re going to try to do it and determine why the tools and techniques will get you there or not. The alternative is delay (waiting for new instructions) caused by the bottleneck of over-centralized decision-making with a high probability of something getting lost in translation.

Work together purposefully so things work better.

Architecture Corner: Good at innovation – Seven Deadly Sins of IT

The latest season of Architecture Corner is a series of episodes on the Seven Deadly Sins of IT. I had the pleasure of appearing on “Good at innovation” with Greger Wikstrand, Casimir Artmann, and many others. In this, the first episode of the series, we deal with the sin of pride.

What happens when the CEO thinks the company is more innovative than they really are?

This is the latest entry in the on-going conversation Greger and I have been having on the topic of innovation.

Innovation in Inner Space

KGL dragoons at the Battle of Garcia Hernandez

 

Long-time readers know that I have a rather varied set of interests and that I’ve got a “thing” for history, particularly military history. Knowing that, it shouldn’t come as a surprise that I was recently reading an article titled “Cyber is the fourth dimension of war” (ground, sea and air being the first three dimensions). It’s not a bad article, but it is mistaken. Cyberwar is the fifth dimension of war. The first dimension, today and for all of time past, is the human mind. Contests are won or lost, not on some field of battle, virtual or physical, but in the minds of the combatants. For example, if you believe you’ve lost, then you have.

The painting shown above illustrates this nicely. During the Napoleonic period, infantry that was charged by cavalry would form a square, presenting a hedge of bayonets to all sides. Horses, being intelligent creatures, will not impale themselves on pointy things, thus the formation provides protection to the infantry who were free to fire at the encircling cavalry. Charging disciplined, unbroken infantry was a losing proposition for the cavalry under almost all circumstances. Note the use of “almost”.

At the Battle of García Hernández, July 1812, something unusual happened. One French formation was late in firing, and a wounded horse ran blindly into the square, breaking it up. The attacking British (Hannoverian, to be precise) cavalry rode into the gap and forced the surrender of the French infantry that comprised it. This, of course, was simply a matter of physics. However, two further squares broke up when charged due to the effect of what happened to the first one on their morale. Believing they were beaten, they failed to maintain cohesion and their anticipated defeat became a reality.

So, what’s the point?

Greger Wikstrand and I have been trading posts on the topic of innovation since late 2015. Greger’s latest, “Spring clean your mind”, deals with the concepts of infowar and propaganda (aka “fake news”). This is another example of what Greger’s written about in the past, a concept he dubbed black hat innovation: “Whenever there is innovation or invention there is also misuse”.

Whether you call it black hat innovation or abuse cases (my term), it’s a concept we need to be aware of. It is a concept that affect us, not just as technologists, but as ordinary human beings. We need to be aware of the potential for active abuse. We also need to be aware of the potential for problems that caused by things that make our life more convenient or more pleasant:

This isn’t to say that Facebook is some evil empire, but that we need to bear some responsibility for not allowing ourselves to become trapped in an echo chamber:

It’s something we need to take responsibility for. We can’t hope for a technological deus ex machina to bail us out. As Tim Bass recently noted on his Cyberspace Event Processing Blog:

The big “AI” processing “pie in the sky” plan for cyber defense we all read about is not going to work “as advertised” because we cannot program machines to solve problems that we cannot solve ourselves. There is no substitute for the advancement and development of the human mind to solve complex problems. Delegating the task of “thinking” to machines is doomed to fail, and fail “big time”. It seems like humanity has, in a manner of speaking, “given up” on humans developing the intelligence to manage and defend cyberspace, so they have decided to turn it all over to machines.

Wrong approach!

The right approach, in my opinion, is to be intentional and active in learning. Consuming information should not be a matter of sitting back and shoveling it in, but one of filtering, testing, and appraising. How much time do you spend reading viewpoints you absolutely disagree with? How much time do you spend exploring information?

In 1645, as he was looking back at his long and successful career as a samurai, where a single loss often meant death, Miyamoto Musashi concluded that although rigorous sword practice was essential, it wasn’t enough. At the end of the first chapter of A Book of Five Rings, he also admonishes aspiring warriors to “Cultivate a wide variety of interests in the arts” and “Be knowledgable in a wide variety of occupations.”

Similarly, Boyd, who was was a keen student of Musashi, described his method as looking across a wide variety of fields — “domains” he called them — searching for underlying principles, “invariants.” He would then experiment with syntheses involving these principles until he evolved a solution to the problem he was working on. Because they involved bits and pieces from a variety of domains, he called these syntheses “snowmobiles” (skis, handlebar from a bicycle, etc.)

 

Perception is critical. We are made or unmade, less by our circumstances and more by our perception of them. Companies that have suffered disruptions have done so not because they were unable to respond, but because they either believed themselves invulnerable or believed themselves incapable. Likewise, as individuals, we have control over what information we expose ourselves to and how we manage that exposure.

Sense-making is a critical skill that requires active involvement. The passive get passed by.

[Painting of the battle of Garcia Hernandez by Adolf Northen, housed in the Landesmuseum Hannover. Photo by Michael Ritter via Wikimedia Commons]

The Seventy Million Dollar Question

Bandwagon

 

Just when I thought I was done posting for the week, they suck me back in.

Juicero started lighting up my Twitter feed a little while ago. For those, like me, who have no earthly idea what Juicero is, it’s a startup that makes an “Internet-connected kitchen appliance”:

Juicero’s flagship product is a $699 countertop device that cold presses juice out of “packs” of already prepped fruit and veggies. The packs — reminiscent of the cups and pouches used in single-cup coffee brewers from Keurig, Flavia or Nespresso — cost $4 to $10 each and are available through a Juicero subscription, but not in groceries.

Juicero just picked up $70 million in Series B funding. ‘Cause digital.

There is just one hitch – you don’t actually need the high-dollar hardware to make the juice:

But after the product hit the market, some investors were surprised to discover a much cheaper alternative: You can squeeze the Juicero bags with your bare hands. Two backers said the final device was bulkier than what was originally pitched and that they were puzzled to find that customers could achieve similar results without it. Bloomberg performed its own press test, pitting a Juicero machine against a reporter’s grip. The experiment found that squeezing the bag yields nearly the same amount of juice just as quickly—and in some cases, faster—than using the device.

Fortunately (ahem), Juicero only sells the bags, at anywhere from $5 to $8 apiece, to owners of the hardware. Performance between the device and non-standard hardware (your bare hands) is mixed:

In Bloomberg’s squeeze tests, hands did the job quicker, but the device was slightly more thorough. Reporters were able to wring 7.5 ounces of juice in a minute and a half. The machine yielded 8 ounces in about two minutes.

Almost 5 years ago, I wrote a post titled “The Most Important Question”. In it I stated the following:

The most important question in architecture is “why”. When questioned about any aspect of the design, if you cannot justify the decision, you should revisit it. Being able to list outcomes, both good and bad, and explain the reasoning behind your choices will garner trust from both customers and colleagues. Most importantly, it should boost your own confidence in the design.

With a little editing:

The most important question in architecture innovation is “why”. When questioned about any aspect of the design product, if you cannot justify the decision, you should revisit it. Being able to list outcomes, both good and bad, and explain the reasoning behind your choices will garner trust from both customers and colleagues. Most importantly, it should boost your own confidence in the design product.

Asking “why” could have probably saved some people a lot of money, just sayin’.

Form Follows Function on SPaMCast 438

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Once again, I’m making an appearance on Tom Cagley’s Software Process and Measurement (SPaMCast) podcast.

This week’s episode, number 438, features Tom’s essay on using sizing for software testing, Kim Pries with a Software Sensei column (canned solutions), and a Form Follows Function installment based on my post “Organizations as Systems and Innovation”.

In this episode, Tom and I discuss how systems must fit into their context and ecosystem, otherwise it can be like dropping a high-performance sports car engine into a VW Beetle. Disney-physics may work in the movies, but it’s unlikely to be successful in the real world. If all the parts don’t fit together, friction ensues.

You can find all my SPaMCast episodes using under the SPaMCast Appearances category on this blog. Enjoy!

Square Pegs, Round Holes, and Silver Bullets

Werewolf

People like easy answers.

Why spend time analyzing and evaluating when you can just take some thing or some technique that someone else has already put to use and be done with it?

Why indeed?

I mean, “me too” is a valid strategy, right?

And we don’t want people to get off message, right?

And we can always find a low cost, minimal disruption way of dealing with issues, right?

I mean, after all, we’ve got data and algorithms, and stuff:

The thing is, actions need to make sense in context. Striking a match is probably a good idea in the dark, but it’s probably less so in daylight. In the presence of gasoline fumes, it’s a bad idea regardless of ambient light.

A recent post on Medium, “Design Sprints Are Snake Oil” is a good example. Erika Hall’s title was a bit click-baitish, but as she responded to one commenter:

The point is that the original snake oil was legitimate and effective. It ended up with a bad reputation from copycats who over-promised results under the same name while missing the essential ingredients.

Sprints are legitimate and effective. And now there is a lot of follow-up hype treating them as a panacea and a replacement for other types of work.

Good things (techniques, technologies, strategies, etc.) are “good”, not because they are innately right, but because they fit the context of the situation at hand. Those that don’t fit, cease being “good” for that very reason. Form absent function is just a facade. Whether it’s business strategy, management technique, innovation efforts, or process, there is no recipe. The hard work to match the action with the context has to be done.

Imitation might be the sincerest form of flattery, but it’s a really poor substitute for strategy.

A Tale of Two Tweets

Serendipity is a wonderful (and sometimes entertaining) thing.

Monday afternoon, two tweets wound up one after the other in my timeline, one interesting and one “interesting” (I’ll leave it as an exercise for the reader to determine which is which):

and

My favorite definition for the word “innovation” comes from Scott Berkun:

If you must use the word, here is the best definition: Innovation is significant positive change. It’s a result. It’s an outcome. It’s something you work towards achieving on a project. If you are successful at solving important problems, peers you respect will call your work innovative and you an innovator. Let them choose the word.

If you don’t want to jump to conclusions as to which of the two better fits the definition, you can get more information from the news article linked to in the second tweet, or you could judge by some of the responses to the first tweet:

I’m sure everyone’s just laughing with them.

Fear of Failure, Fear and Failure

Capricho 43, Goya's 'The Sleep of Reason Produces Monsters'

Some things seem so logically inconsistent that you just have to check them out.

Such was the title of a post on LinkedIn that I saw the other day: “Innovation In Fear-Based Cultures? Or, why hire lions to be dogs?”. In it, Michael Graber noted that “…top-down organizations have the most trouble innovating.”:

In particular, the fearful mindsets that review, align, and sign off on “decks” to be presented to Vice President-level colleagues often edit out the insights and recommendations that have the power to grow the business in new ways.

These well-trained, obedient keepers of the status quo are rewarded for not taking risks and for not thinking outside of the existing paradigm of the business.

None of this is particularly shocking, a culture of fear is pretty much the antithesis of a learning culture and innovation in the absence of a learning culture is a bit like snow in the desert – not impossible, but certainly remarkable.

Learning involves risk. Whether the method is “move fast and break things” or something more deliberate and considered (such as that outlined in Greger Wikstrand‘s post “Jobs to be done innovation”), there is a risk of failure. Where there is a culture of fear, people will avoid all failure. Even limited risk failure in the context of an acknowledged experiment will be avoided because people won’t trust in the powers that be not to punish the failure. In avoiding this type of failure, learning that leads to innovation is avoided as well. You can still learn from what others have done (or failed to do), but even then there’s the problem of finding someone foolhardy enough to propose an action that’s out of the norm for the organization.

Why would an organization foster this kind of culture?

Seth Godin’s post, “What bureaucracy can’t do for you”, holds the key:

It lets us off the hook in many ways. It creates systems and momentum and eliminates many decisions for its members.

“I’m just doing my job.”

“That’s the way the system works.”

Decisions involve risk, someone could make the wrong one. For that reason, the number of people making decisions should be minimized (not a position I endorse, mind you).

That’s the irony of top-down, bureaucratic organizations – often the culture is by design, intended to eliminate risk. By succeeding in doing so on the mundane level, the organization actually introduces an existential risk, the risk of stagnation. The law of unintended consequences has a very long arm.

This type of culture actually introduces perverse incentives that further threaten the organization’s long-term health. Creativity is a huge risk, you could be wrong. Even if you’re right, you’ve become noticeable. Visibility becomes the same as risk. Likewise, responsibility means appearing on the radar. This not only discourages positive actions, but can easily be a corrupting influence.

Fear isn’t the only thing we have to fear, but sometimes it’s something we really need to be concerned about.


This post is another installment of an ongoing conversation about innovation with Greger Wikstrand.

Organizations as Systems and Innovation

Portrait of Gustavus Adolphus of Sweden

Over the last year or so, the concept of looking at organizations as systems has been a major theme for me. Enterprises, organizations and their ecosystems (context) are social systems composed of a fractal set of social and software systems. As such, enterprises have an architecture.

Another long-term theme for this site has been my conversation with Greger Wikstrand regarding innovation. This post is the thirty-fifth entry in that series.

So where do these two intersect? And why is there a picture of a Swedish king from four-hundred years ago up there?

Innovation, by its very nature (“…significant positive change”), does not happen in a vacuum. Greger’s last post, “Innovation arenas and outsourcing”, illustrates one aspect of this. Shepherding ideas into innovations is a deliberate activity requiring structural support. Being intentional doesn’t turn bad ideas into innovations, but lack of a system can cause an otherwise good idea to wither on the vine.

Another intersection, the one I’m focusing on here, can be found in the nature of innovation itself. It’s common to think of technological innovation, but innovation can also be found in changes to organizational structure and processes (e.g. Henry Ford and the assembly line). Organization, process, and technology are not only areas for innovation, but when coupled with people, form the primary elements of an enterprise architecture. It should be clear that the more these elements are intentionally coordinated towards a specific goal, the more cohesive the effort should be.

This brings us to Gustavus Adolphus of Sweden. In his twenty years on the throne, he converted Sweden into a major power in Europe. Militarily, he upended the European status quo in a very short time (after intervening in the Thirty Years’ War in 1630, he was killed in battle in 1632) by marshaling organizational, procedural, technological innovations:

The Swedish army stood apart from its’ contemporaries through five characteristics. Its’ soldiers wore uniform and had a nucleus of native Swedes, raised from a surprisingly diplomatic system of conscription, at its’ core. The Swedish regiments were small in comparison to their opponents and were lightly equipped for speed. Each regiment had its’ own light and mobile field artillery guns called ‘leathern guns’ that were easy to handle and could be easily manoeuvred to meet sudden changes on the battlefield. The muskets carried by these soldiers were of a type superior to that in general use and allowed for much faster rates of fire. Swedish cavalry, instead of galloping up to the enemy, discharging their pistols and then turning around and galloping back to reload, ruthlessly charged with close quarter weapons once their initial shot had been expended. By analysing this paradigm it becomes apparent that the army under Gustavus emphasized speed and manoeuvrability above all – this greatly set him apart from his opponents.

By themselves, none of the innovations were original to Gustavus. Combining them together, however, was and European military practice was irrevocably changed. Inflection points can be dependent on multiple technologies catching up with one another (since the future is “…not very evenly distributed”), but in this case the pieces were all in place. The catalyst was someone with the vision to combine them, not random chance.

Emergence will be a factor in any complex system. That being said, the inevitability of those emergent events does not invalidate intentional design and planning. If anything, design and planning is more necessary to deal with the mundane, foreseeable things in order to leave more cognitive capacity to deal with that which can’t be foreseen.