Conference Paper

Studying Onboarding in Distributed Software Teams: A Case Study and Guidelines

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Abstract

Many companies have turned towards globally distributed software development in their quest for access to more development capacity. This paper investigates how a company onboarded distributed teams in a global project, and report experience on how to study such distributed projects. Onboarding is the process of helping new team members adapt to the existing team and ways of working. The goal of the studied onboarding program was to integrate Por-tuguese developers into two existing Norwegian teams. Further, due to the growing trend in utilizing globally distributed projects, and the challenge of conducting studies in distributed organizations, it is crucial to find good practices for researching such projects. We collected qualitative data from interviews, observations, Slack conversations and documents, and quantitative data on Slack activity. We report experiences on different onboarding practices and techniques, and we suggest guidelines to help other researchers conduct qualitative studies in globally distributed projects. CCS CONCEPTS • General and reference → Empirical studies; • Software and its engineering → Software creation and management.

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... When onboading an individual to replace a team member who retires, takes up a new role within the company or leaves the company, training is often performed by the person who is to be replaced, or by immediate teammates. Onboarding in general is a well-researched field with studies of diverse type of professions [4,[7][8][9][10], and some empirical studies about onboarding newcomers in software companies [5,[11][12][13] as well as recent interest in the context of agile software development [14]. ...
... Companies shall have a good understanding of the complexity of the assignment and critically assess their own capabilities in terms of organizational maturity and size as well as existing in-house competences. A good onboarding plan for large campaigns includes a phase-based approach as suggested by related research [4,5,12] and a multiple-batch breakdown, a novel contribution of our study (see Fig. 2). Our findings shed light on the challenges and potential strategies for organizing multiple-batch onboarding, which resonate with the findings from an unprecedent, transformational growth (although not as rapid as in our cases) reported by Kumar and Wallace [27]. ...
... The helpful strategies included running self-study parts in parallel with on-the-job training (e.g., integration in the teams), which is consonant with existing research that emphasizes the importance of early productive work and exposure to work-related practices and ceremonies [5,14]. Our findings contribute to existing research suggesting that mentoring and support can be organized through a "buddy team" or a "sister team" [6,12,14]. Prior research shows that such approach reduces the problems of mentors being unavailable for newcomers [14], and helps new teams to grow their social network, which is essential in large-scale agile [31]. And yet, our study clearly shows that following a plan will not take you far when changes arrive. ...
Chapter
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Onboarding is a process of organizational socialization of the new hires, that includes recruitment, orientation, training, coaching and support. While onboarding individuals into an organization is a rather straightforward task, little is known about 1) onboarding hundreds of developers and 2) doing it on a distance in outsourcing situations. Furthermore, the subject of sustainable growth with respect to organizational capabilities and culture is often overlooked. This paper reports findings from an exploratory multi-case study of two large onboarding campaigns. We collected empirical data from interviews, retrospectives, onboarding documentation and onsite visits. Based on the empirical study, onboarding hundreds of software engineers in a complex agile product development environment which lacks documentation and puts high demands on engineers’ knowledge and skills is a challenging and costly endeavor. To save the costs and for practical reasons, large-scale onboarding is organized in batches with the first batch trained onsite, and the later batches trained internally. We report challenges faced in the two cases and discuss possible solutions. One core finding is that a good plan combined with the organizational agility, i.e., the responsiveness to change, together with organizational maturity determined the success of organizational scaling. The presented cases contribute to the scarce research on knowledge transfer and onboarding in a large-scale agile context.
... Interpersonal B. Cultural differences, Offshore socialization, Geographical dispersion [10] Geographical dispersion [9] Communication issues [28] Communication between teams with different aims (i.e. AE vs DE) ...
... Remote mentoring, Feedback and review [10] Socialization emphasis [9] Remote mentoring, Feedback and review, Onshore mentoring [28] Mentoring Ceremonies, Process documentation, Physical task board, Guided task allocation, Feedback and review [20] Daily, Explicit mentoring responsibilities [11] Feature-centric documentation [5] Feature-driven semi-automatic mentoring Global Software Development (GSD). The Internet allows for software professionals to team up no matter the time and the place. ...
... difficulties to integrate into the team due to its distributed nature), geographical dispersion and communication issues (i.e. problems to communicate between teams with different time zones or difficulties to conduct remote mentoring), overcoming cultural differences and strategy fragmentation (i.e., maintaining the same onboarding process in the whole organization) [9,10,28]. Remote mentoring, onshore workshops (i.e. gathering together different teams in the same place to work together, for example, through pair programming) or frequent feedback are some strategies taken by GSD companies to mitigate these barriers [9,10,28]. ...
Conference Paper
Onboarding (i.e., the process of incorporating new people) is relevant because it introduces employees to their role, the company’s culture, and what the company has to offer. Onboarding is then dependent on the company’s culture and practices. When it comes to software development, these practices include the methods, the tools or the developers’ organigram. Accordingly, there is not a one-size-fits-all onboarding, rather this procedure needs to be tuned for the practice at hand. This work tackles the specifics brought about by Software Product Line Engineering w.r.t. traditional software development, namely: larger code base, larger code variability, and larger and more heterogeneous teams. Specifically, this works advocates for feature-centric onboarding. Features (i.e., functional characteristics that are visible for a user) already play a key role throughout the SPL lifecycle. In this context, we advocate for defining the onboarding process as a journey where milestones are equated with features. Unfortunately, finding the most appropriate feature for a newcomer, if conducted manually by mentors, would be time-consuming, given the sheer number of features. To face this problem, we advocate for Recommender Systems based on the similarity between the feature’s codebase and the code previously explored by the newcomer. To this end, we resort to Topic Modeling, and specifically, Latent Dirichlet Allocation. We provide proof-of-concept through RecomMentor, a recommender system for pure-variants as the variability management system. RecomMentor is put to test against ranking metrics of the Information Retrieval literature. The first evaluation suggests that LDA could be an appropriate technique, paving the way towards using Recommender Systems in feature-based onboarding scenarios.
... Specific to the Agile context, there are some studies such as study [5] reporting results about cultural barriers impeding agile ways of working in distributed teams from an empirical study of a Swedish company working with offshore engineers from an outsourcing vendor in India. Such challenges are not limited to the countries of Western and Eastern cultures; Moe et al. [11] stated that during an onboarding process, the most important success factor is finding Portuguese developers that matched the culture of the existing Norwegian Agile teams. ...
Chapter
The effect of national culture in the software development especially in Agile Software Development industry has a considerable place since national culture affects and shapes organizations and individuals. Our study examines the impact of Turkish national culture on Agile software transformations and developments in Turkey, as the first instance in/for Turkey scope, to the best of our knowledge. We conducted semi-structured interviews with fourteen experts in prominent nine companies from three major industries including TechFin, Aviation, and Telecommunication. In the study, motivations of organizations for transforming Agile, challenges with transitioning to Agile, Agile culture specific to Turkey and preferences on Agile frameworks in Turkey were investigated. The results were discussed along with their implications for Agile in Turkey by considering Hofstede’s model which is designed to investigate country-level cultural traits. Our results are largely parallel with the existing knowledge of Hofstede Insights specific to Turkish culture, yet we additionally present the impacts of this national culture of Turkey on the country’s Agile Software Development. Consequently, it was observed that the national cultural background has a considerable effect on the Turkish Agile software development domain. We have witnessed some similar effects in the Eastern culture as well. By providing the country’s cultural patterns through a localized lens, the study may contribute to those who may have a practical interest to Turkish in terms of which potential challenges they need to be prepared for once they move into the adoption of agile working in/with this country and more generally in/with the countries with which has similar cultures as in the Eastern civilizations. Our study also comes with global insights to the other countries in terms of understanding the use of agile methods and practices in companies located outside of the early adopters of agile methods.
... Britto et al (2017) reviewed onboard models in literature, and identified, in the context of geographically distributed development, that the most common strategy adopted is coaching and mentoring, although it is only semiformalized. Still in the context of Global Software Development (GSD), Moe et al (2020) observed that even if one organization applied the same practices and strategies for onboarding of all new employees, the results are affected by several factors such as the domain and complexity of the teams, the type of team, and availability of teammates. Sharma and Stol (2020), based on survey data, argued that a successful onboarding is associated to higher levels of job satisfaction and workplace relationship quality. ...
Conference Paper
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This book offers a broad perspective on issues relating to the sourcing of systems and business processes in a national and global context, examining the client's and the vendor's involvement in sourcing relationships by putting the emphasis on the capabilities that each side should develop as a result of their interactions with each other. © Ilan Oshri, Julia Kotlarsky & Leslie P. Willcocks 2009. All rights reserved.
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Companies increasingly make use of geographically dispersed teams to capture knowledge residing at different locations. In this context, shared leadership is considered a key enabler of team performance. Taking a functional perspective on shared leadership, we thus investigate the relationship between shared leadership behaviors and team performance in dispersed teams. Furthermore, we analyze how socio-demographic factors that are characteristic for dispersed teams (i.e., high female-to-male ratio, high mean age, and high levels of national diversity) affect shared leadership behaviors. Based on data from 96 dispersed teams, we show that shared leadership behavior fosters team performance. Further, we find the socio-demographic characteristics typical for dispersed teams to foster shared leadership. Theoretical and managerial implications for human resource management are discussed. © 2012 Wiley Periodicals, Inc.
Many organizations have turned towards globally distributed software development (GSD) in their quest for cheap, higher-quality software that has a short development cycle. However, this kind of development has often been reported as being problematic and complex to manage. There are indications that trust is a fundamental factor in determining the success or failure of GSD projects. This article studies the key factors that cause a lack of trust and the effect of lacking trust and present data from four projects in which problems with trust were experienced. We found the key factors to be poor socialization and socio-cultural fit, increased monitoring, inconsistency and disparities in work practices, reduction of and unpredictability in communication; and a lack of face-to-face meetings, language skills, conflict handling, and cognitive-based trust. The effect of lacking trust was a decrease in productivity, quality, information exchange and feedback, morale among the employees, and an increase in relationship conflicts. In addition, the employees tended to self-protect, to prioritize individual goals over group goals, and to doubt negative feedback from the manager. Further, the managers increased monitoring, which reduced the level of trust even more. These findings have implications for software development managers and practitioners involved in GSD. Copyright © 2008 John Wiley & Sons, Ltd.
Article
A systematic review of global software engineering (GSE) literature from 2000 to 2007 shows the field to be immature. Studies report many challenges but little evidence regarding specific GSE practices directly related to project success or failure. There is evidence that distance matters and, furthermore, that GSE--although driven by cost-reduction goals--seldom brings immediate cost savings.
Conference Paper
Global Software Development (GSD) has gained significant popularity as an emerging paradigm. Companies also show interest in applying agile approaches in distributed development to combine the advantages of both approaches. However, in their most radical forms, agile and GSD can be placed in each end of a plan-based/agile spectrum because of how work is coordinated. We describe how three GSD projects applying agile methods coordinate their work. We found that trust is needed to reduce the need of standardization and direct supervision when coordinating work in a GSD project, and that electronic chatting supports mutual adjustment. Further, co-location and modularization mitigates communication problems, enables agility in at least part of a GSD project, and renders the implementation of Scrum of Scrums possible.
Article
This paper explores the role of transactive memory in enabling knowl- edge transfer between globally distributed teams. While the information systems literature has recently acknowledged the role transactive memory plays in improv- ing knowledge processes and performance in colocated teams, little is known about its contribution to distributed teams. To contribute to filling this gap, knowl- edge-transfer challenges and processes between onsite and offshore teams were studied at TATA Consultancy Services. In particular, the paper describes the trans- fer of knowledge between onsite and offshore teams through encoding, storing and retrieving processes. An in-depth case study of globally distributed software development projects was carried out, and a qualitative, interpretive approach was adopted. The analysis of the case suggests that in order to overcome differences derived from the local contexts of the onsite and offshore teams (e.g. different work routines, methodologies and skills), some specific mechanisms supporting the development of codified and personalized 'directories' were introduced. These include the standardization of templates and methodologies across the remote sites as well as frequent teleconferencing sessions and occasional short visits. These mechanisms contributed to the development of the notion of 'who knows what' across onsite and offshore teams despite the challenges associated with globally distributed teams, and supported the transfer of knowledge between onsite and offshore teams. The paper concludes by offering theoretical and prac- tical implications.
Onboarding New Employees: Maximizing Success
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Virtual teams research: 10 years, 10 themes, and 10 opportunities
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