– Transclucent to the User

GEM Team with Mayor

On Monday night, December 8th, the Seattle Police Department started to use Microsoft Exchange/Outlook for electronic mail. This culminated moving more than 11,000 City of Seattle employees, over 12,400 e-mailboxes, and 900 BlackBerrys from an older e-mail technology to the Exchange 2007 product. All of it “translucent to the user”.

I’ve previously blogged about project management, and specifically identifying and reducing risks in large technology projects (“the P-I test“). With this entry I’m highlighting somewhat different project management practices.  We used certain techniques to reduce the impact of the technology changes on front-line City workers such as firefighters, accountants, and street maintenance staff.

(In case you think I’m just tooting our own horn, I am, but I’ve also blogged about my biggest project failure and you can read about that here, too!). 

We called this e-mail migration project GEM, for GroupWise to Exchange Migration.

Not only was the project on-time, under-budget and delivering all of its objectives, but there were very few whimpers from most City employees at this major change in their work lives. How was such a change so seamless?  

Electronic mail is, arguably, the most important technology used by workers in almost any company today, whether government or private.  It has supplanted the telephone and even the desktop computer as the key tool for many workers to be productive and efficient. Decisions which might take days or weeks without e-mail can be debated and handled rapidly with e-mail communication. Management of front-line projects (streets, water, electricity), debates and decisions on policies, notification of events, press releases, scheduling, all occur with this tool. Most importantly, it is a primary way for constituents and customers to communicate with City workers and elected officials and the way for those officials to coordinate the City’s response. 

Of course, when anything is this valuable in your life, you are extraordinarily skittish when it is NOT available or about to be significantly changed.  Managing this “culture change” – in the working habits of thousands of City workers – is the elusive key to success in a technology project.

I won’t get into the current debate (war?) about use of internal e-mail versus a hosted service, or whether Google’s g-mail is better or more cost effective than the Microsoft product set. Because e-mail is so important in our work lives, and because many people use Outlook at home (or in a previous job) anyway, it was the right choice for the City of Seattle. Because many e-mail messages are sensitive, and since I have a skilled and dedicated set of employees to manage and operate it, we would not have it hosted or managed elsewhere. Microsoft Exchange/Outlook is an established product, well-supported, used by 65% or so of the organizations in America today.  And many many other applications (purchasing or human resource systems, billing and customer service systems) are written to use Outlook/Exchange for communication.

Here are the elements of success for GEM:

• Strong executive leadership. Mayor Greg Nickels fully supported this change, and every department director knew it. The nine-member Seattle City Council voted to fund the project ($4.9 million) after considerable, reasoned debate. These elected officials were able to articulate the rationale for making this change. This support helped immensely in cooperation for training, scheduling and acceptance throughout the Government.
• Strong project leadership. My deputy department director sponsored the project – she has formal and informal ties to many line departments, and she’s managed many brick-and-mortar projects (e.g. building Parks community centers). She chose a strong project director who is a hard-nosed negotiator, and a skilled project manager who pays attention to both people and details.
• Support. We chose, via competitive bid, a knowledgeable private partner – Avanade – to give us advice, skilled support and knowledge transfer. Avanade had helped many companies with similar conversions in the past, and performed in an outstanding manner for us.
• Training. We gave employees a chance to purchase Microsoft Office 2007 via the home use program, and 2,000 of them took that chance, thereby learning the product suite at home. A month prior to each department’s conversion, we told them how to prepare, for example, by deleting old e-mail and taking training. We offered training in classes, video and reading material for anyone from heavy e-mail users to people who just needed a refresher on Outlook.
• Communicate communicate communicate. We told all 12,000 employees at the beginning of 2009 what we planned to do (“to” them!)  One month out from their department’s conversion, we told them how to get trained and ready.  Two weeks out we communicated details via their management chain and via e-mail message. The day before conversion, each employee had a sheet of instructions placed on their chair. The day after conversion, technology staff chosen for their great “deskside manner” walked the halls and cubicles to answer questions and solve problems.  We had a skilled service desk / help desk and a special e-mail contact point. And all along we had a detailed, fact-and-fun-filled internal website with information, training, FAQ’s, and links to more resources.
• Skilled City employees. We already had a highly competent help desk, capable desktop support staff and experienced engineers supporting servers and storage and messaging system.  We trained and leveraged this skilled and motivated set of employees, coupled with Avanade, to do the technical work on the project.
• Finally – and perhaps this is most important, we drafted departments into the effort. Each department had at least one and usually a team of people who worked with the GEM project team to customize the training and conversion plan for that department’s unique needs. Police patrol officers use e-mail differently than Parks groundskeepers who are different than budget analysts who are different than electrical utility engineers. These “extended teams” in departments not only participated in the planning, but became natural advocates for overcoming problems and socializing the change in each department.

Leadership, communication, user representation, strong private partner, skilled and motivated technical staff – a GEM of a project, translucent to the users!