I am going out on a limb here.  Technologist are not traditionally people persons.  Please insert your own Office Space quote [here].  Technology is a profession I love.  Make no mistake.  But, we have our issues.  The issues have nothing about capability or effectiveness.  We are very good at that providing solutions to problems.  Our problem is self promotion!

When thinking of traditional Technical Evangelists I believe most people picture someone that promotes a platform or a proprietary service such as the ones Microsoft and SUN have employed.  Currently, I believe that Steve Jobs is the best known evangelist given Apple’s recent product home runs.  However, I do believe there is an opportunity for smaller shops, or even your own company, to employ the same strategies to maximize technology value to customers.

I think at face value this makes sense, but just for fun let’s examine some everyday scenarios that support an evangelist position:

• The pace of innovation is increasing.  You need to be agile in your evaluation of new technologies and how your business can leverage them to deliver a step change competitive advantage.
  
• Your leadership team probably interacts less with technology less than your IT team does.  You need to continually bring new opportunities to the forefront at every chance.  Perhaps an evangelist should even be present during board meetings?  Can you imagine; IT being a strategic business partner???  I kid of course.  It’s what we should be!!!
  
• Your customers are becoming more tech savvy.  There are no more secrets in Technology.  They have access to the same vendors and solutions that everyone else does.  You need to put someone in front of them that can inspire them.  Leave the sales transaction up to the sales team, build interest and excitement for the product up to the evangelist.
  
• Building a product and selling it is just 30% of a launch (my take on it).  You need someone to continually look for ways to promote the product on a micro-interaction level.  Be it whitepapers, speaking at local groups or even through blogging and social network sites.
  
• Customers need to be ‘connected’ to the product to build loyalty and honest feedback.  Nothing makes your IT product more replaceable than a customer feeling like they have no feedback loop or someone they can identify with.  Did you notice the recent Microsoft commercials about ‘Windows being my idea’?

So how do you position the need for a product evangelist?  Moreover, how do you convince the ‘brass’ that one is needed?  My current employer does not formally recognize the role, however I believe that each leader in the IT organization informally plays the role.  I think a large part of that is due to the fact that our IT department is viewed as a strategic partner in business decisions and efforts.  For many organizations that’s a tough road to pave.  I’m admittedly lucky.

Those of you seeking to build a case for implementing an evangelist culture I would work to tie the five points above with specific plans or actions to address them.  Building legitimacy is key.  Challenge your current status quo by continuously providing competitive analysis and how you can overcome those challenges by bringing forth new technological advancements.  It’s a small step and the culture will not change overnight.  However, it’s a step in the right direction.  Remember, overnight success usually takes 3-7 years.  Even for Google!

I would be happy to read and repost any stories on how you successfully implemented an evangelist role or culture.  I think this is an important component of IT’s growth and I’m happy to share.

Anyone who writes code is always interested in the capacity (or load) that their system can handle.  For some, including this author, it’s a matter of pride and bragging rights.  However, there is a different type of capacity that is normally overlooked.  When was the last time you estimated your team capacity?

Your team capacity is as equally as important as system capacity.  Team capacity determines how much work you’re getting done and, at the end of the day, how much value you’re giving to your customers.  I think that most folks automatically assume that their team capacity is some magical number calculated based on the number of people that work on the team multiplied by a ‘hours per week’ number.  Although this isn’t entirely incorrect you might be short changing yourself.

So to start, let’s talk about what factors go into team capacity planning.  There’s the obvious, availability of the team.  You can’t factor forty hours a week if your team is also dedicated to other tasks.  What about complexity of the tasks?  There are methodologies out there that can help you plan for that.  What’s missing from the equation?  Simple, budget, talent and infrastructure.  Let’s take a brief dive shall we?

Budget

Most projects have budget constraints.  However, you need to weigh your available budget with time.  I think most people think that if you have 5 FTE’s (Full-time employees) working for six months on a project and it takes up the entire budget you’re probably doing better than most.  What if you have 2 FTE’s and 3 contractors that complete the work in 4 months but still fit within your budget?  What about 2 FTE’s and 3 contractors and it still takes six months?   Is it worth it?  Now you have freed up 3 additional FTE’s!  You now have just added to your team capacity.  You actually end up retaining intellectual property because of your FTE’s, but get the work completed by augmentation.  The pitfall is that typically a contractor will always cost you more.  So you need to figure out what the difference is between time and cost in order to take advantage. 

Infrastructure

Infrastructure is the key to making budget and talent work.  When I talk about infrastructure I’m talking about your team’s ability to ramp up an outside resource.  You need to ask questions like:  How long does it take to setup our environment?  How long does it take for them to understand our architecture?  What software will they need to complete the work?  I’ve seen a lot of talent and budget wasted on this over the years.  If you want to increase team capacity you should focus on the ramp up.  And not just for augmentation, but for your own team as well.  Either way a solid infrastructure adds to your team capacity.

Talent

Talent is probably the most important aspect when considering team capacity.  I’ve spoken about budget and infrastructure.  However, if you don’t have the talent to manage ‘additional capacity’ then you might as well have stopped at paragraph one.  If you follow budget and infrastructure than you need someone to help you manage the additional ‘capacity’.  This is where you need to invest in the team.  Based on my experience, a good senior level technical person can manage three to four staff augmentations (read contractors).  Again, the benefit is that you keep the intellectual knowledge in-house, but increase capacity at the same time.

Conclusion

So what is your true team capacity?  By factoring in talent, budget and infrastructure you can dramatically raise your team’s ability to meet your goals.

The last few year have been terrible.  It doesn’t matter what industry you’re in, your education level or place of residency.  The latest economic down-turn has been rough on all of us.  However, there are signs of an upturn and you need to be prepared for it.  How do you position your teams to respond and meet the demand of your business?  Getting smart about outsourcing might be the key!

The next upturn is going to present a few realities that you will need to come to terms with.  The first, is that  your company has ‘right-sized’ your organization at some point.  Translation, you have less resources than you did before the bust.  The second is that the economy is starting to pick-up.  Translation, you will lose talent.  The third, and most important, is that your company will want to be ahead of the curve and implement technologies and products so that they can gain the most by the upswing. 

The challenge as an IT manager is how do you ‘ramp-up’ for the upswing?  You will face the challenge of fleeting talent as well as increased demand.  You need to develop a resource strategy that is scalable and forgivable.  So what is the solution.  Outsourcing.

Outsourcing is probably the one word that will have all IT pros see red.  I think it’s a natural reaction giving the recent experiences of most IT pros.  However, now is the time to leverage the ‘right-size’ outsource solution so that you can continue to meet the demands of your company’s IT demands and best position your team.

So what is this mythical outsourcing phenomenon I speak of?  It’s coming to the realization that you don’t have enough team capacity nor the time or energy to meet the current needs.  You don’t want to bring on full-timers that you will have to layoff  when the demand levels off, you owe your employees more than that for sure.  So now is the time to start to develop outsourcing relationships.  And make no mistake.  These arrangements are relationships. 

Develop Level 1 Outsourcing

Phase one of an outsourcing relationship is simple.  Get some contractors in that your team manages.  Not all firms love this arrangement, but guess what, the economy is tough and they will do it.  The benefit is that you can release or add contractors as your demand requires.  You don’t have to lay anyone off, and the vendors begin to learn what your standards are and what you expect.  You can also use this to see what the strengths and weaknesses of each vendor are.  I call this the ‘getting to know you phase’.  The main advantage is that you can increase the capacity of your team without having to hire an FTE.

Develop Level 2 Outsourcing

This level is a bit more challenging and requires you to have a level of trust.  You have gotten to know a vendor and now want to outsource a project because your team just does not have the capacity to complete it when the business needs it.  It is critical that you make this distinction.  This is not about cost savings, it’s about increased capacity.  Your team needs to have tight control, good project definition and good management in place.  When considering moving to this stage I recommend giving a vendor the easiest or best defined project you have.  At this point your success is tied to theirs and theirs to yours.  I recommend managing risk though the statement of work, verifying work with your own QA resources and assigning your own technical resource to oversee the project. 

The best strategy when negotiating this: Fixed Bid.  Why fixed bid?  Fixed bid is a shared risk.  Each party has skin in the game.  They want to make a profit, you want the project completed.  It puts you and the vendor in a shared  risk relationship. 

Develop Level 3 Outsourcing

I know what you are thinking, level 3 outsourcing is complete project outsourcing.  Something I’ve learned through trial and error is not an optimal solution.  Level 3 is all about reducing cost and freeing up resources.  It’s not project driven.  When you get to level 3 you should be looking to outsource the remedial tasks that your full-time staff does day-to-day. Also known as application maintenance.  At level 3 you want to move maintenance to a lower cost resource so your internal resources can continue to spend time managing Level 2 while keeping IP in-house!

The economy is picking up.  Now is the time to start implementing these strategies!

Interviewing technical people can be challenging.  What is the right mix of experience and ambition?  What level of expertise do you need?  I’ve built several technical teams and I will tell you that the ‘magic’ always starts with the core team.  These are the folks that will set the standard for your team.  So how do you find these folks?

Iceberg Test

There are thousands of books out there that discuss interviewing techniques.  All guaranteed to help you find the perfect candidate.   The main issue I find with these techniques is that they are perfectly inept at discovering true IT talent.  So what makes a candidate a great find?  A passion for technology.  This can take many forms.  Some candidates blog.  Some are always learning new technologies.  And others have ‘side interests’, read: side businesses.  

The most difficult thing about interviewing candidates is pulling this information out.  I think most people are taught as young adults or professionals that talking about your external interests during an interview is taboo.  I disagree.  As a hiring manager I want to see that you live, breath and consume your profession.  And for me, finding out about your outside work is pivotal in that determination.

This is how I came up with the iceberg test.  Based on my experience a solid technologist will only have about a third of their relevant experience represented on a resume.  The challenge is to find out if there exists a layer of experience that is not represented.  If you have the good fortune to come across a technologist that passes the iceberg test I would highly recommend you seriously consider extending an offer.