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Best practices for customer involvement in Agile development?


We need to involve our customer development partners in our development process. We're more or less following Agile methodologies. Some customer partners are remote, others closer. We need to minimize travel costs.

Our customers are in health care and tend to be busy, expensive, and hard to schedule.

What practices and technologies have worked to support customer involvement? We're using phone calls, phone conferences and email. We're curious about leveraging wiki techniques and would love to hear what's worked for others.


Solution

  • My experience with Agile methods is mostly for desktop applications. When our customers are remote, we've spent time to get an engineer to the customer site to configure/install a demo rig. The engineer works with the customer on a test and demo setup/plan that will provide an environment that the customer believes replicates the important aspects of the deployment environment but isolates the demo system from existing infrastructure (so that we can push updates whenever we need to). The engineer also sets up deployment systems to move our applications into production, so that we can "deploy" without being on site. Our applications can self-update (either for each release or each build) and we carefully instrument the releases to log all errors and submit all crashes as bugs to our bug tracker. This way we at least know what went wrong, even if we don't know what's going right.

    For each release/build that shows up on the customer's test rig, we provide a (short) screencast, narrated by the project lead or primary developer, demo-ing any new features. The release notes contain any long-term issues or questions we want the customer to think about (i.e. issues that can't be resolved immediately by a phone call or email), and the application displays these notes for the user.

    Finally, and possibly most importantly, we get the customer and/or the customer's liaison an account on our calendar server and configure their calendar app to make use of that account. This then goes both ways--we can schedule time (on site, phone, email, etc.) with the customer and they can do the same with our developers.