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Tuesday, August 27, 2019

Tackling Feature Creep: Lessons in Effective Product Management and Project Delivery

When managing software projects, success doesn’t depend solely on having skilled individuals in key roles. It also hinges on how teams navigate scope, requirements, and real-time adjustments. Our experience with one such project showed us just how important structured planning and boundary-setting are—particularly when it comes to managing scope expansion, also known as feature creep.

We had a great Product Manager for one of our flagship software initiatives. She was highly knowledgeable, had strong working relationships with the product support team, and direct lines of communication with several of our enterprise clients. Her ability to gather customer feedback and translate it into actionable requirements made her an invaluable part of the project.

The design team appreciated how she worked with them to evolve high-level ideas into detailed specifications, facilitating the creation of high-level design documents (HLDs) that were both comprehensive and realistic. Moreover, she remained actively involved throughout the design and development phases, consistently available for clarifications, reviews, and feedback. Her dedication earned the trust of everyone on the team.

Yet, despite all these strengths, we continually ran into a frustrating issue: teams consistently found themselves rushing to meet final feature deadlines. On multiple occasions, developers worked weekends and late nights in a last-minute sprint. Remarkably, we never missed our deadlines by more than a day—and we always met the quality benchmarks. But the strain on the team was undeniable.

During project retrospectives, team members flagged this pattern, asking why it kept recurring and why we couldn't better plan for it. They pointed out that while commitment and hard work were admirable, this recurring last-minute push was unsustainable. Something needed to change.


Identifying the Root Cause of Project Pressure

To get to the bottom of the issue, we launched a structured investigation. There was always a chance that we had flawed time or effort estimation processes. Alternatively, some feared that certain developers might not have been contributing their fair share.

Two of our most experienced leads were tasked with reviewing the project documentation, HLDs, effort tracking sheets, and defect metrics. Their goal: identify where and why our estimations consistently fell short.

What we found was surprising—but also enlightening. Time spent on core tasks—requirement preparation, coding, testing, and documentation—was generally in line with projections. In a few instances, certain segments had a 20% overrun, but there was no clear pattern linked to specific individuals or phases.

The real issue? Feature creep.


Understanding Feature Creep in Project Environments

In project management, feature creep refers to the uncontrolled expansion of product features beyond the original scope. It usually happens incrementally—one small change here, one improvement there—until the cumulative impact becomes significant.

In our case, this occurred subtly. As HLDs were being prepared and development moved forward, suggested enhancements came in—some from the development team itself, and many from the Product Manager. These were almost always well-intentioned. They improved the product, addressed edge cases, or reflected late-stage customer feedback.

Because these changes seemed “minor” and “beneficial,” there was a tendency to implement them without formal impact analysis or schedule adjustment. No one wanted to push back. After all, we were building something better for the customer.

But over time, these small changes added up. They chipped away at buffers, consumed developer focus, and led to crunches near the end of each development cycle.


Changing the Process: Structuring Scope Management

Once we identified feature creep as a recurring issue, we knew we had to act. Continually burning out the team wasn’t an option. We needed to instill a discipline around how post-freeze changes were handled.

Our solution was simple but effective: after the design freeze, any new requirement—regardless of size—would be classified as a “feature enhancement.” These enhancements were treated like change requests or defects and entered into a formal review and approval process.

We set up a Feature Enhancement Review Board composed of tech leads, QA, and product representatives. They met weekly to review all proposed enhancements. Only after careful evaluation of the effort, risk, and impact on schedule would a change be approved.


Outcomes of the New Approach

This change immediately brought several benefits:

  1. Clarity and Visibility: Everyone could now see what was being added post-freeze and why.

  2. Better Decision-Making: We were able to weigh the customer benefit of a change against its impact on delivery timelines.

  3. Improved Accountability: Product suggestions weren’t automatically implemented; they were scrutinized just like technical defects.

  4. Informed Resource Planning: Teams could plan capacity with fewer surprises.

Perhaps most importantly, this new framework ensured that the final sprint before release wasn’t a chaotic, high-stress period. Developers could plan their time more predictably, and team morale improved as they regained a sense of control over their workloads.


The Role of the Product Manager: Balancing Value and Discipline

This experience also reshaped how we viewed the role of our Product Manager. Her instincts were always customer-first and value-driven—but even the best intentions can have unintended consequences.

By including her in the Feature Enhancement Review Board, we preserved her vital input while also encouraging a more strategic approach. Instead of recommending enhancements during active development, she began to note them for future releases unless the business case was strong enough to warrant immediate inclusion.

This helped her maintain her customer advocacy while contributing to better team performance and smoother deliveries.


Lessons for Project and Product Leaders

Every project faces the temptation to “just add one more thing.” But without guardrails, those additions become silent killers of time, focus, and quality. Our experience taught us:

  • Feature creep is often a process problem, not a people problem.

  • Good documentation and post-mortems are key to surfacing hidden patterns.

  • Formalizing how changes are proposed and reviewed encourages better planning.

  • Empowering the product team with structure—not restrictions—leads to stronger results.

Ultimately, the discipline of saying “not now” is just as important as the innovation of saying “what if?”


Conclusion: Managing Growth Without Losing Control

Software development is a dynamic process. Customer needs evolve, ideas improve, and developers discover better ways to build. But growth must be managed.

Feature creep may not always be obvious. It can masquerade as helpful suggestions, customer-centric improvements, or low-effort tweaks. But if not managed carefully, it erodes deadlines, impacts quality, and drains team energy.

Through formal tracking, cross-functional review, and a shared understanding of priorities, we transformed a recurring delivery issue into a point of strength. Our teams now deliver with greater confidence, and our products still evolve—with intention, not chaos.


Tuesday, August 20, 2019

Don't Hard-Code URLs in Software or Documentation: Use Smart Redirects Instead

Introduction

At first glance, a broken link may not seem like a major issue. But as we discovered firsthand, something as small as a non-functioning URL can highlight a deeper flaw in your development and documentation process. In the early versions of our software, we included direct, hard-coded URLs to external resources in our documentation and help pages. It seemed like a harmless shortcut—until we encountered a real-world consequence that made us completely rethink our approach.

The Problem Begins: A 404 That Uncovered a Systemic Flaw

A year after release, a customer reported a minor defect. One of the URLs in a help page was returning a 404 error. On the surface, this was a low-priority issue. But when we began reviewing it, we quickly saw that it was just the tip of the iceberg. That broken link pointed to an external help page for a third-party component we were using, and the organization behind that component had updated their site structure.

The result? The hard-coded URL we had embedded no longer worked.

This wasn't an isolated case—it exposed a critical weakness in our software design and documentation process. Our system relied on URLs that could change at any time, and we had no way to update them post-release.

Why Hard-Coding URLs Is a Bad Idea

While it might seem convenient to insert URLs directly into your software, documentation, or help files, doing so creates long-term maintenance and reliability issues. Here are just a few scenarios where hard-coded URLs can cause trouble:

1. External Websites Can Change

As with our initial issue, the structure of external websites is out of your control. If you're linking to third-party documentation or tools, there’s no guarantee those pages will remain at the same location. A restructuring, rebranding, or migration can instantly break all your references.

2. Internal Systems Evolve

Even internally, hard-coded links can be fragile. We once updated our internal Help System by moving to a new content management platform. This change altered our entire URL scheme. All previously working links were rendered useless, and fixing them manually would have required hours of work.

3. Page and Content Changes

Sometimes it’s more efficient to update where a link points rather than rewrite and republish several help pages. But when URLs are embedded directly in software or documentation, updating them becomes complex and error-prone.

4. Localization and Version Control Challenges

If you localize your documentation or maintain multiple versions of your product, hard-coded URLs complicate maintenance. Each version may have different content or links, leading to errors, inconsistencies, and duplicate effort.

The Better Solution: URL Redirection

To address this issue, we adopted a more robust strategy: use redirect URLs instead of hard-coded URLs. A redirect URL acts like a middle layer. Instead of pointing directly to the final destination, you point to a redirect link hosted on your own internal server. That redirect, in turn, forwards the user to the correct destination.

This approach gives you the flexibility to change the final target anytime, without needing to modify the software or re-release documentation.

Benefits of Using Redirect URLs

Implementing redirect URLs offers several advantages:

  • Flexibility: You can update the destination at any time without touching the software.

  • Centralized Control: All links can be tracked and managed from one place.

  • Reduced Defects: Fixing broken links no longer requires product patches.

  • Version Independence: You can change targets based on product versions or locales.

  • Long-Term Reliability: Even if external content moves, you remain in control of redirection.

Best Practices for Redirect Management

Using redirects effectively requires a structured approach. Here's what worked for us:

1. Create a Redirect Map

Maintain a detailed file that records every redirect URL, its usage, and the current destination. For each entry, include:

  • Redirect URL

  • Final destination

  • Usage context (help file, tooltip, etc.)

  • Requestor or owner

  • Date created or last modified

  • Comments or purpose notes

This file should be version-controlled in your source code management system, just like your software code.

2. Implement Change Tracking

Whenever a change is made to a redirect, log the change via a formal process—ideally as a tracked defect or feature request. This creates an audit trail, which helps during troubleshooting or reviews.

3. Host Redirects Internally

Use your internal web server or infrastructure for managing redirects. Avoid relying on external services for redirection unless you control them.

4. Use Meaningful Redirect Aliases

Instead of using random strings, use human-readable aliases for redirect URLs. This makes them easier to understand and manage. For example:

  • /redirects/video_help instead of /redirects/abc123

  • /redirects/component_docs_v2 instead of /redirects/xyz456

5. Test Regularly

Set up automated or scheduled testing to validate that all redirects are still functioning and pointing to valid destinations.

Addressing Redirects Across Software Releases

What happens if a redirect breaks, or the target content changes after a software version is released?

By decoupling the hard-coded URL from the final destination, you’ve already protected yourself from most issues. All you need to do is update the redirect. You don’t need to patch the product.

However, for older versions or those with strict support policies, evaluate whether fixing the redirect aligns with your support model. For example, if a security bulletin is posted for a legacy product still used by clients, you can simply redirect to the latest info—even if the original software is years old.

Communication Strategy for Customers

If a redirect breaks or a customer reports an issue, your team can:

  • Quickly confirm the problem

  • Update the destination in the redirect

  • Inform the customer that it’s fixed—often within hours

This builds customer trust. You’re not just fixing issues—you’re responding fast and showing that your development process is future-proof.

You can also use redirects to track user behavior by analyzing which URLs are most clicked. This helps prioritize updates and shows what users care about.

Final Thoughts

Adopting a redirect policy may feel like extra effort at first. It requires planning, documentation, and an internal process for tracking links. But the long-term benefits far outweigh the cost. Once you’ve had to deal with the hassle of fixing a hard-coded URL in released software, you’ll understand just how valuable redirect flexibility can be.

This approach provides future-proofing, minimizes disruption, and improves your ability to respond to change quickly.

Don’t wait until a customer finds a broken link. Plan ahead. Build smart. And never hard-code a URL again.


Thursday, August 15, 2019

Keeping Up with Security Fixes and Patches in Software Development

Introduction

Every other day, headlines scream about another security breach. Hackers have stolen credit card data, passwords, or even social security numbers. These stories might seem distant, but for the organizations affected, the damage is real and often severe. The consequences range from customer data loss and reputation damage to layoffs and crashing stock prices. While billion-dollar companies might survive such shocks with minimal tremors, smaller or mid-sized businesses can face lasting consequences.

You might feel immune to such threats. Perhaps your project has never faced a major breach. Maybe you're not even on a hacker's radar. But security risks aren’t always about direct attacks. Sometimes, vulnerabilities lie hidden in third-party components or outdated libraries quietly integrated into your software—a ticking time bomb waiting to be exploited.

How Hidden Security Flaws Enter Your Project

Most modern software projects rely on a variety of external components. These include libraries, plugins, media decoders, frameworks, and even code snippets. It’s neither feasible nor efficient to write everything from scratch. Developers use these components to accelerate development, reduce costs, and integrate complex functionalities quickly.

A great example? Media decoders. Handling all image, audio, and video formats from scratch would be a massive undertaking. Instead, developers include libraries or use built-in OS-level capabilities. While convenient, these additions come with their own risks. Once an external component becomes part of your application, so does any vulnerability it carries.

The Real Risk of Inaction

Here’s the problem: if a flaw is found in a component you've used and the fix hasn't been applied (or your users haven’t updated yet), the vulnerability persists. Tools and scripts to exploit such holes are widely available, making it easy for even low-skill attackers to cause harm. And if a breach occurs due to an issue in your distributed software—even if the root cause is third-party—your customers will hold you responsible.

A Simple Example

Imagine your software includes a third-party component for parsing image formats. A security researcher finds a buffer overflow flaw in that component. The maintainers release a fix. But if you don’t integrate that fix, repackage your software, and distribute it promptly, users remain vulnerable. If someone launches an attack using a specially crafted image, the consequences could range from crashing the application to complete system compromise.

How to Stay Ahead of the Threat

You can’t eliminate risk entirely, but there are several effective strategies to manage it:

1. Component Inventory and Exposure Matrix

Maintain a detailed inventory of all third-party components used in your software. For each component:

  • Record its version.

  • Note its criticality to the application.

  • Evaluate whether it could be exposed in ways that attackers might exploit (e.g., input parsing, network interfaces).

This matrix should be accessible and updated regularly.

2. Monitor Security Feeds and Vulnerability Alerts

Use tools or subscribe to feeds that alert you to vulnerabilities in libraries or frameworks you use. Websites like:

These resources offer real-time tracking of reported issues.

Assign a team member the responsibility of monitoring these sources and flagging any issues relevant to your project.

3. Establish Response Protocols

Define a pre-approved plan to respond to discovered vulnerabilities:

  • How critical is the flaw?

  • Does it require immediate action or can it wait for the next release?

  • Who investigates and verifies?

  • Who tests the patch and deploys the update?

Having a pre-determined strategy ensures a calm and measured response when problems arise.

4. Handle Legacy Releases Thoughtfully

This is a bit tricky. What happens when a vulnerability is found in an older release—say, a version two iterations back? You need to evaluate:

  • Do you still officially support that version?

  • What is the severity of the flaw?

  • What effort would be required to fix it?

If the flaw is minor and the release is obsolete, you might decide not to fix it. However, if many customers still use that version, and the vulnerability could cause significant harm, a patch or workaround might be necessary.

5. Define a Clear Communication Strategy

When a vulnerability is discovered, communication is key. Your customers need to:

  • Know that you are aware of the problem.

  • Understand the impact (or lack thereof).

  • Receive clear guidance on what to do next.

Sending timely updates, publishing knowledge base articles, and even issuing patches proactively builds trust and positions your organization as responsible and customer-focused.

Automation Helps, But Can’t Replace Strategy

Tools like Dependency-Check, npm audit, or automated scanners are excellent. They notify you when outdated or vulnerable packages are present. However, these tools only work if you integrate them into your build process and actually respond to the alerts. Technology can assist, but without policies and accountability, vulnerabilities will still slip through.

Best Practices Recap

  • Maintain an inventory of all external components.

  • Rate the risk level of each component.

  • Assign a team member to monitor vulnerability disclosures.

  • Define an internal process to assess and respond to each risk.

  • Decide how long older versions are supported and what patch policy applies.

  • Communicate clearly with customers when a flaw is identified.

  • Automate scanning wherever possible, but maintain manual oversight.

The Bigger Picture: Why This Matters

Security flaws impact more than just your application. They affect trust.

  • If a customer discovers a vulnerability before you do, their confidence is shaken.

  • If attackers exploit the flaw, the damage can go beyond your software to your brand.

  • If news of the breach spreads, legal, financial, and reputational harm could follow.

Being proactive about vulnerabilities isn’t just about code. It’s about credibility.

Conclusion

Security isn’t a one-time task; it’s a continuous process. With the speed at which threats evolve and the increasing use of third-party code, staying updated with security fixes and patches is more important than ever. By implementing structured processes, assigning clear responsibilities, and maintaining a strong communication line with your users, you significantly reduce your risk.

Treat security as a core feature of your software, not an afterthought. Because when trust is broken, no patch can fully fix it.


Tuesday, August 13, 2019

Avoiding Pitfalls in External Partnerships: Lessons in Prototyping and Feasibility

In today’s rapidly evolving technology landscape, partnerships between organizations are not only common but necessary. They help companies expand their capabilities, improve their market presence, and share resources. However, not all collaborations go smoothly. Some run into critical issues that could have been avoided with better planning and foresight. This article recounts one such real-world experience and offers actionable strategies to avoid similar setbacks in the future.


The Background: A High-Stakes Deal with Promise

A few years ago, our organization entered into a promising partnership with a larger mobile-based company. The idea was simple and powerful: we would provide a customized version of our software, which would act as a gateway to their platform. The potential of such a collaboration was immense. Not only would this help establish credibility in the market, but it would also provide a platform for future deals and partnerships.

The marketing and sales teams from both sides worked tirelessly to iron out the details. Our technical team contributed as needed, and before long, the agreement was sealed. There were celebrations, back-pats, and high hopes. As with many such collaborations, the schedule was tight—but then again, what enterprise deal isn’t?


Early Red Flags: Complex Designs and Resource Constraints

The issues began to surface almost immediately after the initial excitement wore off. As the formal design phase kicked off, we noticed that the design requirements were more complex than initially anticipated. It wasn't just about repackaging our existing solution; the customizations required deep architectural changes.

Compounding the issue was a lack of technical resources. The initial resource commitment, based on the early scope discussions, was grossly inadequate once the actual requirements came to light. Despite increasing the team size, it became evident that we were not going to meet the aggressive timeline.


The Critical Decision: Break the Deal or Deliver an Incomplete Product?

A series of urgent meetings followed. Executives, project managers, architects—everyone was pulled in to evaluate options. After weighing the pros and cons, a decision was made: rather than delivering an incomplete and potentially damaging solution, it would be better to step back and break the deal.

It was not an easy decision. There were risks to our reputation and fears about the impact on future collaborations. But ultimately, preserving the long-term relationship and ensuring product integrity took priority.


Post-Mortem: Where Did It Go Wrong?

With the dust settled, it became clear that a post-mortem analysis was essential. And the results were illuminating. The most glaring issue? A lack of deep technical engagement before the deal was signed. While our marketing and sales teams did a commendable job sealing the deal, there was limited interaction with the actual product owners and technical leads.

We had entered the agreement without fully understanding the feasibility of the required customizations. The timelines and resource commitments were made based on superficial knowledge of the technical scope.


Key Takeaways and Strategic Fixes

1. Mandatory Technical Feasibility Review

Every future collaboration would now require a dedicated phase for technical feasibility. This means having the engineering team review the requirements in detail and provide input on timelines, risks, and resource needs.

2. Build Prototypes for Large Deals

For major contracts, we instituted a policy of building quick prototypes. This not only helps validate technical assumptions but also acts as a proof-of-concept to show the partner what’s possible. A working model beats a thousand PowerPoint slides.

3. Cross-Functional Planning

Deals are no longer closed without joint sessions involving marketing, sales, engineering, and product management. Everyone must sign off before moving forward.

4. Realistic Resource Commitment

No more best-case assumptions. Project plans now factor in possible delays, developer onboarding, testing cycles, and quality assurance.

5. Transparent Partner Communication

We now maintain complete transparency with our partners. If something can’t be done in a specific timeline, we communicate it clearly. Most clients appreciate honesty over surprises.


The Bigger Picture: Why Prototyping Matters

In situations, where rapid development and deployment cycles are the norm, prototyping plays a crucial role. It allows teams to:

  • Identify integration issues early

  • Get real-time feedback from stakeholders

  • Validate assumptions and reduce rework

  • Improve team alignment

By implementing quick and iterative prototypes, development teams can reduce time-to-market and improve product quality.


Conclusion: A Lesson Worth Remembering

While our failed partnership was a difficult experience, it became one of our most valuable lessons. It reshaped how we evaluate deals, plan timelines, and collaborate across teams. Most importantly, it taught us the importance of upfront technical validation and the role of prototyping in making smarter business decisions.

In a world where speed often trumps caution, taking the time to do a proper feasibility check can make all the difference.


📘 Recommended Books on Partnerships & Prototyping:

📺 YouTube Resources to Learn More:

Software Development Partner: 10 Considerations Before Hiring




Establishing a Technology Partner Program 







Disclaimer: This article is for informational purposes only and reflects a personal experience. Every partnership is unique and should be evaluated based on its specific context.


Friday, August 9, 2019

The Importance of Code Walkthroughs and Reviews in Software Development

In the world of software engineering, the value of structured review processes—like walkthroughs, code reviews, and requirement validations—is a topic that comes up often in academic settings. Students are taught that peer reviews, design validations, and test plan evaluations are essential components of high-quality development. But when real-world project pressures begin to mount, these structured activities are often the first to be cut or minimized.

Why? Often, project managers push to reduce perceived overhead to meet aggressive deadlines. The result is a project that may hit timeline goals but suffers from bugs, misaligned features, or unstable architecture down the line. Let’s dive deeper into various review types and examine why they matter at every stage of software development.


✅ Requirements and Design Review

The earliest review point in any software project occurs during requirements gathering and design planning. Here's why these are critical:

  • Requirements Review: Ensures that functional and non-functional requirements are complete, unambiguous, and agreed upon by all stakeholders. Overlooking this step can lead to costly changes later.

  • Design Review: Allows experienced architects and developers to scrutinize the proposed architecture. Questions like "Is this scalable?", "Does this integrate well with our existing modules?", or "Can this be simplified?" are raised.

Real Impact: In several projects I’ve overseen, design reviews led to architectural simplifications, which made implementation easier and performance stronger.


🧪 Test Plans and Test Cases Review

Testing is your quality gate. But what ensures the quality of the test cases themselves?

  • Test Plan Review: Ensures that testing objectives align with product requirements. Missing out on corner cases or performance scenarios can result in critical defects reaching production.

  • Test Case Review: Detailed test cases should be reviewed by both developers and testers. Developers understand the logic deeply and can point out missing validation steps.

Developer Involvement is Key: Developers might know hidden limitations or design shortcuts, and their involvement helps testers create more realistic scenarios.


🔍 Code Walkthroughs

A code walkthrough isn’t about blaming—it’s about understanding and improving.

  • Purpose: Typically done for complex or high-impact sections of the codebase.

  • Timing: Often scheduled at the end of a sprint or right before major merges.

Benefits:

  • Improves code readability and maintainability.

  • Detects logical errors or performance bottlenecks early.

  • Encourages knowledge sharing between team members.

Case Study: In one situation, a critical module suffered from repeated defects. Post-implementation code walkthroughs revealed poor exception handling and lack of logging, which were then corrected.


🐞 Defect Review

Not every reported defect should be fixed immediately. That’s where a structured defect review process can help.

  • Defect Committee Review: Validates whether the defect is real, reproducible, and impactful. Some reported issues might stem from user misunderstanding or edge cases that don't warrant immediate attention.

Key Benefits:

  • Prevents unnecessary fixes.

  • Helps in prioritizing high-severity issues.

  • Balances developer workload.

Efficiency Tip: Record defect metrics like how many defects were rejected or deferred. This helps refine QA processes.


🔧 Defect Fix Review

Sometimes, fixing one bug introduces two more. This is especially true for legacy systems or tightly coupled codebases.

  • Fix Review: Especially critical when touching core modules or integrating new components.

  • Overlap with Walkthroughs: These reviews often double as code walkthroughs for patches.

Why It Matters: A seemingly simple null check might affect validation rules elsewhere. Peer reviews catch these issues before they go live.


📊 Are Reviews Time-Consuming?

Many teams worry about the overhead. But it’s important to compare short-term time cost with long-term stability and reduced defect rates.

  • A one-hour review might prevent days of debugging.

  • Improved code quality leads to better team morale and reduced burnout.

Pro Tip: Use lightweight tools like GitHub PR reviews, automated style checkers, and static analysis tools to enhance the review process without overburdening the team.


🚀 Final Thoughts

Reviews may feel like slowdowns in the high-speed world of software releases. But in reality, they serve as powerful guardrails. Incorporating them consistently across your SDLC (Software Development Life Cycle) reduces risk, improves communication, and leads to better software products.

Whether you are a startup racing to launch your MVP or an enterprise handling millions of transactions, structured code walkthroughs and reviews can be the difference between success and disaster.

Don't skip them. Plan for them. Respect them.


📚 Further Learning and References

📘 Amazon Books on Software Reviews

🎥 YouTube Videos Explaining the Concept


Code review best practices



Code Review Tips (How I Review Code as a Staff Software Engineer)



Code Review, Walkthrough and Code Inspection





Wednesday, August 7, 2019

Coordination with External Teams – Why Regular Meetings Matter

Sometimes, when I review the posts I write, I wonder—why even bother documenting something so obvious? Surely everyone already knows this, right? But then real-world experience kicks in. Time and again, I come across situations where professionals, even experienced ones, fall into issues that were already covered in one of these posts. That’s when I realize the importance of capturing even the seemingly obvious practices.

The goal of this post isn’t to restate the basics but to help individuals reflect on their processes. If you're doing something better than what’s mentioned here, I would genuinely appreciate it if you shared it in the comments. These insights help all of us grow.


📌 The Reality of External Coordination

For any team—especially those working on product development—it is inevitable that you will need to work with external parties. These could be:

  • Internal teams within your organization that depend on your deliverables or supply essential components.

  • External vendors or partners—third-party developers, marketing agencies, manufacturers, etc.

Let me give you an example. Our marketing team once struck a deal with a phone manufacturer to preload our app on their devices. At first glance, this seemed straightforward—just give them the APK and you’re done. But the reality? Far more complex.

We had to integrate special tracking parameters to monitor usage statistics:

  • How often the app was used if preloaded

  • How it compared to installs from other sources

This required not just technical changes, but intense coordination. And it’s one of the many examples where assuming things will “just work” can lead to missed deadlines or poorly tracked deliverables.


🛠️ Challenges in Cross-Organization Coordination

When you're dealing with external teams, one big mistake is assuming their work culture and structure mirrors yours. This assumption can be costly.

You need to:

  • Clarify deliverables

  • Map roles and responsibilities

  • Track timelines accurately

  • Define escalation paths

Communication gaps, time zone issues, different management styles—these can all derail a project if not actively managed.


✅ Best Practices for Effective External Coordination

Here are some core practices to adopt when managing collaborations with teams outside your organization:

1. Define Clear Responsibilities

Start by identifying stakeholders on both sides:

  • Who owns which part of the work?

  • Who is the decision-maker?

  • Who handles testing, approvals, or rollbacks?

Have a contact matrix or ownership chart. Ensure it's documented and shared.

2. Establish Clear Communication Channels

Create dedicated channels for formal communication:

  • Email threads with clear subject lines

  • Slack or Teams channels for informal queries

  • Project management tools (like Jira or Trello) to track progress

Avoid mixing multiple discussions in a single thread—it leads to confusion.

3. Set Regular Meetings

Regular sync-ups are crucial. These meetings help:

  • Resolve roadblocks early

  • Ensure accountability

  • Track action items and outcomes

Depending on the project phase, these could be:

  • Weekly status meetings

  • Daily standups (during integration or release phase)

  • Ad hoc calls for urgent issues

4. Phase-Wise Role Adaptation

In the early stages, marketing, legal, and business development people might be heavily involved. As you transition into development, QA and release engineers take over. Ensure that:

  • The right people are in meetings

  • Transitions are smooth

5. Track Deliverables and Dependencies

Have a shared tracker (Excel, Notion, Jira, etc.) that both teams update. Include:

  • Milestones

  • Deadlines

  • Blockers

  • Review comments

Maintain visibility. Transparency prevents finger-pointing.

6. Issue Management and Escalations

Not all issues can be resolved at the same level. Define:

  • What constitutes a blocker

  • Who gets informed

  • Expected resolution times

Escalation should be a process, not a panic button.

7. Define Acceptance Criteria Early

To avoid disputes, both parties must agree on what “done” means. Define:

  • Functionality expectations

  • Performance benchmarks

  • Test coverage

  • User acceptance testing (UAT) criteria


💡 Tailor Your Process, But Keep the Structure

While the steps above are generic, the application of each depends on:

  • Team maturity

  • Nature of the partnership

  • Project complexity

A lightweight integration project with an external CMS vendor may not need a full-blown steering committee. But a core integration with a payments processor? That absolutely needs structured touchpoints.

Create templates for:

  • Kickoff checklists

  • Weekly status updates

  • Risk registers

  • Communication protocols

These documents become lifesavers during escalations.


🚫 What Happens When You Don’t Coordinate?

Let’s revisit the pre-installation app example. Suppose we had:

  • Skipped UAT

  • Failed to add tracking parameters

  • Assumed marketing had done the heavy lifting

The result? A product on millions of devices with:

  • No user insights

  • No uninstall metrics

  • No feature usage stats

In a data-driven world, this is a disaster. And entirely avoidable.


📝 Wrap-Up: Coordination Is Not Optional

Working with external teams—be they partners, clients, or vendors—is inevitable. How you manage that collaboration defines whether your project succeeds or drags into chaos.

So don’t assume. Don’t delay. Build coordination into the DNA of your process:

  • Communicate clearly

  • Document rigorously

  • Meet regularly

When done well, coordination becomes invisible—just like the best-run projects.


📚 Amazon Books for Further Reading


🎥 YouTube Video on Cross-Team Coordination


Challenges of Working With an External Design Team





Tuesday, August 6, 2019

Giving time for the testing effort

The testing process is one of the most fundamental parts of a software project. Any software that is built (or modified) would have defects in it. Even the most confident of software developers and the most skilled would admit that there will be defects that creep in when they are writing their code (in fact, the best ones are a part of the testing effort, working closely with the testing team to ensure that the team fully understands what all has been done so that they can do their best to tweak all the defects out). So it is well understood that there is a need for testing in order to deliver a high quality item to the end customer; and the process of testing tries to ensure that most of the high severity defect are found out and fixed during the process.
The challenges come in terms of ensuring that there are enough resources for the testing process and the amount of time required for the testing process is also there. There can be a lot of pushback on this front from the project managers and others in the management team, since the development and testing schedules do take up a significant amount of the overall project cycle. From my experience, there is a fair amount of pressure on the test team leaders about pulling in their estimates and trying to get that part of the project done early. If you speak to some of these testing guys, their common refrain is that management typically (in a majority of cases) do not have people that came from a testing background and hence do not really understand the work we do, and hence we get pressured a lot.
So what is the way out to ensure that the testing estimates are accepted, even though there may be some rounds of discussion and some estimates may be refined (could be reduced, or in the off case, during the process of estimation and discussion, there may be some upwards estimation of the estimates as well). Well, like many other issues that come up during estimation and planning, there would be some amount of rigor combined at the same time with some amount of rough estimates.
How does  rough estimate come up ? Well, if you have experienced testing leaders, when they look through the requirements (at a top level, since detailed requirements may not exist, but summary requirements would be there), they would be able to give a fairly good and rough estimate for the testing effort required, which can be broken down into number of people for the desired schedule.
Another way is to see similar projects (a lot of projects in large organizations can be similar, which gives a good idea of the testing efforts for a new project, at least as a good point for comparison purposes).
The effort is in preparing detailed testing estimates by taking the different requirements, breaking them down into test plans (more detailed test cases may not be possible given the state of requirements at this point of time). Some amount of rigorous review of these plans would give a very good consolidated testing requirement, both for the testing effort estimation and for later needs when these test plans would form the basis for preparing more detailed test cases.


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