General

Supporting Emergency Remote Operations with the PAM Stack

Published Mar 16, 2020

Updated Feb 14, 2023

5 min read

This article was written over 18 months ago and may contain information that is out of date. Some content may be relevant but please refer to the relevant official documentation or available resources for the latest information.

On Friday, Donald Trump declared a State of Emergency in response to growing concerns about COVID-19. This declaration follows formal emergency classifications by nearly 30 states, including California, Washington, New York, North Carolina, and Arkansas, which many of the nation’s largest tech, pharmaceutical, and manufacturing/supply chain enterprises call home.

In order to maintain operations while protecting employees, and preventing the continued spread of COVID-19, many large companies, including Google, Amazon, LinkedIn, Spotify, and Airbnb, are asking employees to work remotely for the time being.

This has posed a number of problems for companies that are not equipped to maintain remote operations on a large scale for extended periods of time. Smaller companies that may not have the infrastructure needed to support fully remote operations, and lack the budget needed to make these rapid changes, will be most impacted by these challenges. And this anxiety may be amplified by the possibility that employees in enterprises both small and large may continue working this way indefinitely.

As someone who has managed remote teams for the past few years, I understand many of the challenges that remote workers face, as well as the policies and procedures needed to ensure that remote work remains manageable for employees, and efficient for businesses.

I believe the misconception that any work done exclusively on the computer can transition seamlessly from on to offsite belies the reality that remote structures radically change the culture and management style of businesses.

It is my hope that companies will not only continue to encourage their employees to remain at home for their health and safety, but will also invest in improving their emergency operational procedures. In doing so, they will be able to maintain efficiency, and implement an infrastructure that supports reactionary, company-wide remote work in a way that suits both employee and employer.

SUPPORTING LONG-TERM REMOTE OPERATIONS WITH THE PAMSTACK

If you are familiar with the change management work that I and Rob Ocel, an architect at This Dot have been doing over the past year, you may have already heard of the PAM Stack.

For those who haven’t heard of it, we generally define it as a modern architecture for building sustainable, inclusive development teams. Now, this system wasn’t exclusively built for remote teams, but applying the three guiding principles of the PAM Stack could significantly help leaders building management systems for employees who have recently transitioned to working off-site.

Its three guiding principles are: Process, Abstraction, and Mentorship.

PROCESS

When transitioning to temporary remote work, especially in response to national and international emergencies, company goals are bound to change. And these changes will trickle into every department.

If a company expects its employees to continue working under a drastically different operational culture, it is important that leadership establishes clear expectations and goals for their direct reports, and promotes transparency about those expectations to an appropriate degree. This can be supported by building out physical documentation that outlines departmental and even employee specific responsibilities.

Of course, these procedures will have to be tailored to accommodate each unique circumstance, but should be guided by documentation written ahead of emergencies, without the pressure imposed by reactionary operational changes.

Procedural documentation should also identify common points of error specific to the type of work being carried out, with consideration for what unique error points might arise due to the abrupt change from onsite to remote-only work. The inclusion of regular reviews, checklists, and metric keeping are all essential to maintaining better communication between employees within the same department, as well as positive interdepartmental communication.

ABSTRACTION

When managing a remote team, it is crucial to keep your tech stack as simple as possible. Development teams should only work with as diverse a tech stack as absolutely necessary in order to build and maintain their products, services, and proprietary internal tools.

Companies should also be careful to prevent the use of redundant operational assets, and ensure that all employees are sharing as many technologies as possible. This means sales and marketing teams across a company should use the same suite of products; documents, passwords, and databases should all be accessible through the same interfaces, respectively, and communication should be conducted over as limited a number of channels as possible.

Additionally, by using modern frameworks such as Vue, Angular, or React, teams equip their developers with powerful force-multipliers that abstract away irrelevant complexities, and will reduce the need for peer-to-peer reference due to the support of abundant educational resources, and documentation.

MENTORSHIP

According to a 2018 Spherion study, 35% of developers who do not receive mentorship look for new jobs within twelve months. Oftentimes, this is due to a feeling of isolation and immobility that may be exacerbated by an abrupt transition to remote-only work.

This is a significant problem for leadership, since the cost of recruiting and training a new hire cost as much as double that developer’s annual salary. Unmanageable attrition will slow your team down, increase stress, and trigger panic hiring. All of these problems are tough enough for companies operating within their preferred work cultures, but may be even more difficult if encountered while a company is operating under an emergency procedure.

Despite the additional communicative challenges presented by remote work, companies should maintain strong mentorship programs in order to maintain employee engagement and reduce the feeling of isolation common among even remote workers who elect to work remotely, and may be worse for employees compelled into full time offsite work.

Of course this mentorship can be unstructured and organic- taking the form of natural conversations and friendships between developers on the same team. But teams should also incorporate an intentional program that includes pair programming, code reviews, and lunch & learns, all of which are still maintainable within remote work cultures.

PLANNING FOR AN UNCERTAIN FUTURE

It is my sincere hope that the threat presented by COVID-19 is managed as soon as possible, and I applaud any company that shoulders responsibility for combatting its spread through radically changing their operational structures.

However, I believe that companies not only need to prepare for the possibility that workers may be unable to return to their offices any time soon, but need to implement procedures that encourage a more seamless transition from onsite to offsite work in instances of natural disasters, pandemics, or other states of emergency in the future.

By adopting PAM Stack principles, companies are better able to maintain the health and wellbeing of not only their businesses, but more importantly, the human lives that depend on large, multinational companies being able to radically transform their operations without hesitation.

If there is any way that I or Rob could help you in this transition, please do not hesitate to reach out at hi@thisdot.co.

This Dot is a consultancy dedicated to guiding companies through their modernization and digital transformation journeys. Specializing in replatforming, modernizing, and launching new initiatives, we stand out by taking true ownership of your engineering projects.

We love helping teams with projects that have missed their deadlines or helping keep your strategic digital initiatives on course. Check out our case studies and our clients that trust us with their engineering.

About the author(s)

Tracy Lee
Partner, This Dot Google Developer Expert (Angular, TC39, Web) RxJS Core Team & Lead for RxJS Learning Team Contributor to Angular, RxJS, EmberJS

Key Strengths:
- Teaching developer relations strategies
- Influencer marketing
- Developing brands
- Community strategies and maintenance
- Creating product launch strategies
- Leading marketing operations efforts & standards
- Effective conference presence & speaking strategies
@ladyleet @ladyleet

International Women's Day Recap

International Women's Day Event For this year's International Women's Day, we hosted a live event with Women Techmakers, featuring talks and a panel discussion on this year's topic: progress over perfection. It was a great conversation on what it's like to be a woman in tech, and how you can help yourself and others thrive in our industry. In case you missed it We have the full event on YouTube if you'd like to watch it yourself (which I highly recommend)! Here's a recap of everything that happened. Getting started in DevRel - Pachi Parra Pachi Parra was up first, sharing her journey into DevRel, and tips on how you can get started too! Some highlights include: - Roles that are available - What a day in the life might look like - Her journey into DevRel - What a DevRel professional actually does - things like public speaking, live coding, writing blogs, and giving talks at conferences. Her best tip for getting started? Find the type of content you like doing, and focus on doing that well! In DevRel, it's easy to spread yourself too thin between all the different types of content available, so focus on the one you like most, find a supportive community, and get yourself out there. :) Breathing Fire: Success and Growth as a Technical Woman - Stacy Devino Stacy Devino was up next, providing all kinds of insight into the cycle women go through in their career, as well as tips for each stage of the journey. She opened with an amazing quote: > Assume all women are technical and capable of breathing fire. - Jessie Frazelle Other highlights: - Igniting your world through learning, timing, your network, and leadership. - Staying warm by managing your focus and chores, recording your achievements, maintaining relationships, and researching ideas. - The key to avoiding burnout - keeping a long-term perspective, doing things for yourself, and allocating time for the things you enjoy and the people who support you. Riding the imposter wave to senior - Jessica Janiuk Jessica Janiuk wrapped up our talks today, providing insight into her journey through tech and the ways we can think about imposter syndrome and allowing ourselves to grow. Some highlights from her talk: - A few things to consider: what being "senior" means to companies and to yourself, if you're in the right place, and what you want in your career. - A great diagram of the imposter wave - the balance between our confidence and feeling like an imposter from this post by Ricardo Luevanos. - Considering how often we're comfortable, and that there's an inverse correlation between feeling comfortable and feeling like an imposter (they're opposite each other). - We have two choices: we can let it control us, or use that discomfort as a tool. - Looking back on our growth and realizing that our current lows are higher than our past highs. - Some senior advice: Be authentic, be proud of your work, have good mentors, remember that your work is not your life, and stay uncomfortable. She wrapped up with a brilliant reminder for us all: > You are capable. You are valid. You are important. Please take care of yourself. People care about you. If you're struggling, you're not alone. Panel Discussion We rounded out the day with a panel discussion featuring these accomplished women: - Erica Stanley - Amal Hussein - Deborah Kurata - Katerina Skroumpelou - Jessica Janiuk - Stacy Devino - Jae Bach Hardie - Linda Thompson The conversation flowed naturally, each panelist feeding off of each other's ideas, and we covered some very powerful and helpful tips and reminders for women in today's developer world. Here's a few of my favorite topics or ideas we talked about: What did you learn in the past year? - Have hobbies that don't involve tech. - Learning to let go of your previous tools. - How valuable close personal friends are - people you can trust and rely on. - Listen to yourself, and take time to introspect and evaluate. - Don't over commit! Finding a community and actively contributing to it - Women Techmakers! (Our joint sponsor) - Make use of social media. - "Reach one teach one" - always be willing to share your knowledge, and be the person you needed when you were getting started. - Engage people who align with your goals and values - reach outside your level of age, career scope, experience. - The interconnection between you and your people is not exclusive, it's inclusive! The more expansive your sphere is, the better you are at your job. - Also - we can find community in open source! The way people comment, commit, and support each other within a project counts too. Foundational knowledge vs tooling - Understand what problems you're actually solving and what to reach for, more than worrying about the specific tech stack itself. - This helps you build your own knowledge map, and pick up skills as you grow. - For more senior folks - realize when you've mastered something, and focus on clearing the road for those who come next. - Learning to delegate - if you always do something yourself, you're taking that opportunity away from someone else. - Knowing when to ask for help, and that asking is NOT a weakness or failure! It's a strength to know when you need to ask for help. Find your learning method - Ask multiple people if you need to until you find the answer that clicks for you! Ask why. - Not understanding the answer someone gives you is also not a failure - it's different viewpoints. - Also learn how the people around you learn - so you can help them in the way that best suits them. Communication and collaboration - Have compassion for everyone on your team. - When you collaborate, you get more done. - Being able to communicate and collaborate is a HUGE strength. Don't let anyone make you feel bad for being strong in those! - Being the person who's able to "glue" the team together is foundational to a strong team. Fighting stereotypes - Things that are commended in men and reprimanded in women, and fighting against those biases - Being authentic is the best way to lead your team - don't play into a stereotype you don't fit. - You don't have to sound "nice" or "pleasing" - you're still a strong woman and you're going to be judged a certain way, so don't compromise! - Unpacking all the social conditioning and learning to be comfortable with yourself all the time, in all the situations we find ourselves in. Wrapping Up The entire event was filled with wisdom, laughter, and camaraderie. We're so thankful to the ladies who came to speak with us, and hope to see you at the next one!...

Mar 10, 2022

5 mins

GeneralEvents

7 Tips to be a Successful Developer in a Remote Company

When the pandemic hit in March of 2020, most companies were forced to go remote and millions of workers had to learn how to work from home. Two years later, a lot people now prefer the work from home option, and many job seekers are looking for remote-only companies to work for. For software developers, there are many advantages to working from home and still effectively working as a team to produce high quality results. But how can you be successful in a remote company? In this article, I will provide 7 tips on what it takes to be a successful developer in a remote company. Communication is key It is now more important than ever to communicate effectively with your team. Now that everyone is working from home instead of being in one physical office, you have to be very conscious to reach out to teammates and share your progress on a project. In a physical office, you are surrounded by other co-workers all day, which makes it easier to walk over to someone's office and share what you have been working on. It also makes it easier to have impromptu meetings with other team members throughout the day. But in a remote setting, it is very easy to become isolated and get carried away with work without reaching out to anyone all day. This becomes an issue for your team, because now they are no longer keeping up to date on the latest changes you have been contributing to the project. My tip would be to post periodic updates throughout the day of what you have been working on. If your company is using something like Slack or another chat server, make sure to post a detailed update on what you have been up to the past few hours. Here is an example of one of the status updates I would post to my team. Status update: - finished making changes to xyz case study and put it up for review - reviewed a couple of PRs - ran accessibility audits for the homepage and working on increasing the performance score I would usually post this in the middle of the day to update the team on what I have been working on. I also try to ask questions throughout the day to ensure that I don't get blocked on a particular issue for to long. This method of communication helps me stay connected with the team and helps my manager know where I am at in the project. Find a separate space in your home just for work When you are working in an office, there is a clear separation between work and home. This makes it easier to end your day and leave your work at the office. But with remote work, sometimes these lines between work and home become a little bit blurry. This is why it is important to designate a separate work space in your home. In my situation, I have a small desk in another room where I do all of my work. That space is only used Monday through Friday for work purposes. I have found that by creating a work space, it allows me to be in the moment and fully concentrate on my duties. Then at the end of the day, I logout out of everything and leave the work space just like I would leave a physical business. That has given me freedom to relax in my home when I am not working and fully recharge for the next day. I understand that everyone's living situation is different, and you might not have room for a designated work area. In those cases, do the best you can to carve out some space in your living situation just for work. The more you can do to separate home and business, the more productive you will be at work. Set consistent work hours When you are working in an office, you have set hours for when you are going to be there. It might be 9-5 or 8-3 with breaks throughout the day. But when you are working from home, it is very easy to work without a set schedule and put in more time outside of the standard work hours. This can quickly lead to burnout which is a huge issue within the developer community. It is really important to set a consistent work schedule so your team knows when you are available, and when you are off work. This also forces you to work within a time frame which will lead to better focus, time management and productivity. I have personally found that setting that time frame from 8-5 with breaks helps me structure my day better and get more done than if I had an open schedule. Take breaks throughout the day Developer health is another huge issue within the community. Many developers, including myself have gone for hours hunched over their computers trying to get something to work. In these situations, it is very easy to lose track of time and develop back, neck, shoulder, and eye problems. One of the key advantages of working from home is being able to take breaks and leave your work space. Take ten minute breaks throughout the day and make sure to walk around, stretch, go outside, and drink water. Taking breaks from the computer will give your body and brain a chance to rest and recharge. When I first started working remotely, I would be glued to the computer for hours at a time. But I quickly felt the negative health effects and started becoming more intentional about taking breaks. Now, I have developed a healthier work situation and can see the difference in the quality of work I am producing. Dress appropriately for important meetings We all enjoy the relaxed dress code that often accompanies working from home. In an office, you will typically be in a more work appropriate attire especially when it comes to meetings with clients. But when you are at home, it is very easy to work in some sweatpants and a t shirt. If you don't have any meetings that day, then coding in your casual attire is fine. But if you are meeting with clients or interviewing remotely, it is important to dress appropriately. Remember that it is still a business and you want to be as professional as possible, even in a remote setting. Avoid mixing personal tasks and work tasks When you are in an office, you don't worry about personal chores like doing laundry or taking the trash out. But when you are working from home, it is very easy to get distracted and mix personal tasks with work tasks. It is very important that while you are working, you are focused on work. Then during breaks, you can take care of personal items. In my situation, I make sure to finish up the task I was working on and then take a break to put a load of laundry on or take care of another personal chore. There are definitely times where something has come up and I will make sure to communicate that with the team so they know I will be unavailable for a certain amount of time. But just try to do the best that you can separating personal tasks and issues from your work tasks. Time management and structuring your day In order to work productively, it is important to plan out your day as best you can and structure your time accordingly. For example, as I am writing this blog today, I made sure to set aside time for writing the first draft, revising it and submitting it for review. During that time block, I am not focused on other PR's or other work responsibilities. That ensures I am focused 100% on writing a high quality article. Once I complete a large task, then I make sure to take a break, hydrate, walk around and eat something. That allows me to energize and gear up for the next task in my day. I found that breaking up my day into manageable tasks has provided me the opportunity to focus and produce good work. Conclusion Those are my 7 tips on what it takes to be a successful developer in a remote company. I encourage you to give each of those tips a try and see how it affects your work productivity....

May 16, 2022

7 mins

General

Intro to DevRel: 5 Reasons Why DevRel Teams Fail

Although Developer Relations (DevRel) defies traditional marketing strategies, prioritizing enhancing developer satisfaction ahead of promoting numbers that contribute to a sales funnel, it is still possible for DevRel teams to fail at delivering desired business objectives. And unfortunately, more often than not, this leads to the dissolution of DevRel efforts, and sometimes even role elimination. Below, I’ve compiled a list of five of the top reasons why DevRel teams fail. 1. Lack of Leadership Buy-In DevRel requires buy-in and support from executives and stakeholders within the company. Without buy-in, being able to work cross-functionally across the organization, get access to data needed for measuring success, have the ability to influence change within the organization, or get the budget for necessary activities to engage developers will be impossible. I asked Jason Lengstorf, the host and founder of Learn With Jason and previously on the Developer Relations team at Netlify and Gatsby, where he has seen companies fail at DevRel before: “Companies that want to invest in DevRel can collect as many well-known developers as they can, but giving them zero dollars and zero autonomy will force teams to rage quit or become content farms because that’s all you can do with no budget.” Other examples are departments not willing to share or give data that helps enable DevRel to understand the metrics they need to effectively baseline and track the success of their efforts. By not doing so, the DevRel team will not be able to justify their work to leadership, which will lead to those positions being cut first when budget cuts come around. Chris Woodruff, Founder of Advocatus, a Developer Relations consultancy, says “DevRel is seeing a lot of layoffs. It’s the easiest team for management to let go because they don’t fully understand the ROI and metrics. These are the holy grails of DevRel, and because they do not understand, they will always be the first teams to let go if management can’t see the actual return or how it affects the bottom line.” 2. Company Culture Fit If an organization's culture does not value collaboration and resists the presence of a DevRel team, DevRel will not be able to effectively advocate for developers or help teams be more successful with their target audience. Francesco Tisiot, Senior Developer Advocate at Aiven, an open-source data platform that makes setting up cloud databases simple, shared one of his experiences in his Developer Relations career. “I was one of the first DevRel hires in a company and we were in the marketing organization. Initially, there was pushback from engineering and product teams on our product feedback and feature requests since we weren't seen as experts. But, DevRel is about breaking barriers and building bridges, so, in leading by example, we demonstrated our technical knowledge and now have a strong impact on all the teams.” Michael Liendo, Senior Developer Advocate at AWS, an online platform by Amazon that provides scalable and cost-effective cloud computing solutions, shared how he was able to find the company culture fit within organizations he has served in the past. Being in a position of Developer Advocacy, and quite literally trying to advocate for developers that use the platform, he says, “Some of the biggest challenges for DevRel are actually internal. Engineers at many companies often focus on one piece of the product. As they're testing features, they may be creating workarounds without realizing they're workarounds. This means they often miss what a proper Developer Experience flow looks like. I've had to push for them to include me in design meetings, and get them to understand that I'm the Lorax--I speak for the community! A phrase I have been known to say is ‘this solves the problem, but it's not a solution’. I'm known for having a high bar for what is considered ‘good enough’ and though the end result is accumulated trust, it's a challenge to get there.” 3. Operating in Isolation DevRel cannot operate in isolation without integration with development, marketing, product teams, sales, or a subset of these. The team will struggle to make a significant impact. DevRel requires a collaborative approach and alignment and synergy with other teams. Francesco Ciulla, Developer Advocate at daily.dev, a professional network for developers that provides the latest tech news and articles, shares his thoughts on how DevRel organizations can be successful within larger organizations: “DevRel organizations can thrive within larger organizations by establishing clear communication channels and fostering meaningful collaborations. They must align their objectives with the company's goals and illustrate their value by sharing tangible outcomes from developer engagement.” 4. Lack of Strategy Proceeding into DevRel without a clear strategy will make it difficult for a DevRel team to establish its purpose within an organization and set priorities that will make an impact. There will not be a clear vision the team can drive towards, leading to wasted efforts and the inability to produce tangible outcomes. If DevRel does not have any goals set, they can only do their best to assume what efforts they should invest in to provide value to the organization. Worst yet, if they do not have any goals set, they may not choose to focus on providing value to the organization, but to a community that the organization has no interest in. Many DevRel experts have seen this happen time and time again in the community, and are always left scratching our heads. Many times, the “strategy” for an organization is to hire DevRel, but that is where the strategy stops. Decision-makers want DevRel professionals to come in and just “do what they do best”. Unfortunately, when decision-makers say this, they typically have an idea of what outcomes they want DevRel to drive, but don’t want to share those thoughts because they feel like DevRel professionals should know what to do. Expectations left open to interpretation often lead to a poor impression of the performance of the DevRel team by decision-makers, and those teams are never able to establish a sense of trust or direction within that organization. Jeremy Meiss, former Director of Developer Relations at CircleCI, says, “One of the biggest problems we have seen in this industry is the startups that were counseled by their VC, founders, or board that they need a DevRel team because the other similar companies had one and it was great for them. They push for it, and one of the early hires is DevRel. Generally, that DevRel hire is someone relatively new in the industry, so you can coax them to start at a new company without clear goals or objectives. New hires like this come in without a lot of experience in the field of DevRel and have not experienced it at different levels of companies. They are heavily pushed by marketing, the CEO, the CTO, and other departments into thinking DevRel should look a certain way, but don’t have the foundational knowledge to be able to push back because they are not yet in this area.” Jeremy’s illustrative explanation of why a lack of strategy ultimately results in the failure of a DevRel team within an organization is one that is common across many devtool startups that have popped up in recent years. 5. Lack of Metrics and Reporting A well-rounded set of DevRel metrics typically comes from multiple areas of the organization, whether that be marketing, sales, product, customer success, or customer support. Without free access to cross-functional team data, it is difficult to show the value and ROI of DevRel. Establishing a baseline set of metrics if you’re new within an organization, or understanding the baseline metrics that currently exist is critical in ensuring the success of your job in DevRel. Tessa Mero, Head of Developer Relations at Appwrite, has a very specific set of metrics her team focuses on. She shared a few of those metrics: - Growth of our GitHub Repo (stars) - Growth of our Discord Community - Improved engagement in Discord community - Growth of our Twitter followers and engagement - Growth of our Appwrite Cloud developers - Number of views or impressions on any video and written content, whether it's internal or externally created - Amount of content created weekly (written or video) - Number of projects created with Appwrite for Hackathon sponsorships - Number of attendees / questions at a conference talk - Number of connections at conferences - Number of community support questions answered, improving rate of responses AND rate of how fast we respond, in all public forums - Number of support tickets responded to - Number of community feedback taken and moved into our DX/Product discussions - Number of feedback from UI/UX perspectives and working with design team to follow up with the devs/users with what we did with the feedback - Number of engagement/activity from our Appwrite heroes/ambassadors This is just one example of and a subset of metrics a DevRel team should consider tracking, but what you track and how you track it is dependent on your goals and the product. Metrics and what your leadership considers a good ROI can vary greatly from organization to organization. I spoke to another Developer Relations expert in the industry and she shared her experience with the company she just left and the reason she left - and it was focused around metrics. She was initially interested in joining the team because of the lack of metrics. However, over time, as she got more experience and as she became more visible, her workload became difficult to prioritize. Since there were no metrics, there were no objectives to measure against to say what was good and what was bad. She felt like she didn’t know what she was doing well or not doing well. Once metrics began to be implemented, the company started pushing her to do more, and she had nothing to push back with because the high-level goals were not there. There was no way to prioritize the workload. The company started tracking things like page hits, unique visitors, unique views of videos, number of subscribers, activity on twitter, and other similar numbers, but it was hard to tie any of these back to the ROI for the company. How do you quantify and determine if 100 new subscribers on YouTube is better than 100 new subscribers on twitter? If you can’t quantify it, how do you prioritize it? What Successful DevRel Teams Do Differently With the nature of DevRel and the multitude of levers and factors that determine success and failure, it’s important to allow space for a team or set of individuals to experiment and iterate before making judgment calls. One company that serves millions of developers on its platform is starting up a new meetup program and testing the ROI of sponsoring meetups around the world. Since they are in the testing and experimentation phase, they don’t yet know how to measure success, and that is clear to leadership. The current strategy is sponsoring local meetups for a few months and seeing what the result is. Why are they so seemingly laid back in their approach? Is it the right approach? The reason for the relaxed nature of the testing phase is that they don’t want to be pushy to the meetup organizer to find something out or measure something. They are not expecting anything, but will evaluate what metrics they could use to establish success criteria. This approach is a thoughtful and empathetic one, and clearly, the DevRel team has an understanding of how to approach community members in a way that will not turn them off. Internally, the simple numbers they are looking at are the number of RSVPs, the number of attendees that show up, and the difference between the two. DevRel is naturally iterative and requires a team to experiment, test, and refine their strategies. Effectively engaging developers is not black and white, and a strategy that works for one community or company may not necessarily work for another. Furthermore, building domain expertise and gaining a deep understanding of the developer community they serve takes time. Experimentation and iteration help teams refine their knowledge, identify patterns, and develop strategies that resonate with developers. This expertise becomes an asset in driving long-term success. It’s also important to acknowledge that building domain expertise within a segment as well as building relationships and trust with developers in that segment takes time. The technology landscape changes quickly and new technologies are being released weekly. Developer sentiment is fickle and changes just as quickly regarding favored approaches and products. That being said, the above pitfalls remain common causes for DevRel teams to fail, and by remaining mindful of and vigilant against them, DevRel teams both new and old can succeed in supporting key business objectives like developer retention, community growth, and product development....

Feb 14, 2024

9 mins

DevRel

Docusign Momentum 2025 From A Developer’s Perspective

*What if your contract details stuck in PDFs could ultimately become the secret sauce of your business automation workflows?* In a world drowning in PDFs and paperwork, I never thought I’d get goosebumps about agreements – until I attended Docusign Momentum 2025. I went in expecting talks about e-signatures; I left realizing the big push and emphasis with many enterprise-level organizations will be around Intelligent Agreement Management (IAM). It is positioned to transform how we build business software, so let’s talk about it. As Director of Technology at This Dot Labs, I had a front-row seat to all the exciting announcements at Docusign Momentum. Our team also had a booth there showing off the 6 Docusign extension apps This Dot Labs has released this year. We met 1-on-1 with a lot of companies and leaders to discuss the exciting promise of IAM. What can your company accomplish with IAM? Is it really worth it for you to start adopting IAM?? Let’s dive in and find out. After his keynote, I met up with Robert Chatwani, President of Docusign and he said this > “At Docusign, we truly believe that the power of a great platform is that you won’t be able to exactly predict what can be built on top of it,and builders and developers are at the heart of driving this type of innovation. Now with AI, we have entered what I believe is a renaissance era for new ideas and business models, all powered by developers.” Docusign’s annual conference in NYC was an eye-opener: agreements are no longer just documents to sign and shelve, but dynamic data hubs driving key processes. Here’s my take on what I learned, why it matters, and why developers should pay attention. From E-Signatures to Intelligent Agreements – A New Era Walking into Momentum 2025, you could feel the excitement. Docusign’s CEO and product team set the tone in the keynote: “Agreements make the world go round, but for too long they’ve been stuck in inboxes and PDFs, creating drag on your business.” Their message was clear – Docusign is moving from a product to a platform. In other words, the company that pioneered e-signatures now aims to turn static contracts into live, integrated assets that propel your business forward. I saw this vision click when I chatted with an attendee from a major financial services firm. His team manages millions of forms a year – loan applications, account forms, you name it. He admitted they were still “just scanning and storing PDFs” and struggled to imagine how IAM could help. We discussed how much value was trapped in those documents (what Docusign calls the “Agreement Trap” of disconnected processes). By the end of our coffee, the lightbulb was on: with the right platform, those forms could be automatically routed, data-extracted, and trigger workflows in other systems – no more black hole of PDFs. His problem wasn’t unique; many organizations have critical data buried in agreements, and they’re waking up to the idea that it doesn’t have to be this way. What Exactly is Intelligent Agreement Management (IAM)? So what is Docusign’s Intelligent Agreement Management? In essence, IAM is an AI-powered platform that connects every part of the agreement lifecycle. It’s not a single product, but a collection of services and tools working in concert. Docusign IAM helps transform agreement data into insights and actions, accelerate contract cycles, and boost productivity across departments. The goal is to address the inefficiencies in how agreements are created, signed, and managed – those inefficiencies that cost businesses time and money. At Momentum, Docusign showcased the core components of IAM: - Docusign Navigator link: A smart repository to centrally store, search, and analyze agreements. It uses AI to convert your signed documents (which are basically large chunks of text) into structured, queryable data. Instead of manually digging through contracts for a specific clause, you can search across all agreements in seconds. Navigator gives you a clear picture of your organization’s contractual relationships and obligations (think of it as Google for your contracts). Bonus: it comes with out-of-the-box dashboards for things like renewal dates, so you can spot risks and opportunities at a glance. - Docusign Maestro link: A no-code workflow engine to automate agreement workflows from start to finish. Maestro lets you design customizable workflows that orchestrate Docusign tasks and integrate with third-party apps – all without writing code. For example, you could have a workflow for new vendor onboarding: once a vendor contract is signed, Maestro could automatically notify your procurement team, create a task in your project tracker, and update a record in your ERP system. At the conference, they demoed how Maestro can streamline processes like employee onboarding and compliance checks through simple drag-and-drop steps or archiving PDFs of signed agreements into Google Drive or Dropbox. - Docusign Iris (AI Engine) link: The brains of the operation. Iris is the new AI engine powering all of IAM’s “smarts” – from reading documents to extracting data and making recommendations. It’s behind features like automatic field extraction, AI-assisted contract review, intelligent search, and even document summarization. In the keynote, we saw examples of Iris in action: identify key terms (e.g. payment terms or renewal clauses) across a stack of contracts, or instantly generate a summary of a lengthy agreement. These capabilities aren’t just gimmicks; as one Docusign executive put it, they’re “signals of a new way of working with agreements”. Iris essentially gives your agreement workflow a brain – it can understand the content of agreements and help you act on it. - Docusign App Center link: A hub to connect the tools of your trade into Docusign. App Center is like an app store for integrations – it lets you plug in other software (project management, CRM, HR systems, etc.) directly into your Maestro workflows. This is huge for developers (and frankly, anyone tired of building one-off integrations). Instead of treating Docusign as an isolated e-signature tool, App Center makes it a platform you can extend. I’ll dive more into this in the next section, since it’s close to my heart – my team helped build some of these integrations! In short, IAM ties together the stages of an agreement (create → sign → store → manage) and supercharges each with automation and AI. It’s modular, too – you can adopt the pieces you need. Docusign essentially unbundled the agreement process into building blocks that developers and admins can mix-and-match. The future of agreements, as Docusign envisions it, is a world where organizations *“seamlessly add, subtract, and rearrange modular solutions to meet ever-changing needs”* on a single trusted platform. The App Center and Real-World Integrations (Yes, We Built Those!) One of the most exciting parts of Momentum 2025 for me was seeing the Docusign App Center come alive. As someone who works on integrations, I was practically grinning during the App Center demos. Docusign highlighted several partner-built apps that snap into IAM, and I’m proud to say This Dot Labs built six of them – including integrations for Monday.com, Slack, Jira, Asana, Airtable, and Mailchimp. Why are these integrations a big deal? Because developers often spend countless hours wiring up systems that need to talk to each other. With App Center, a lot of that heavy lifting is already done. You can install an app with a few clicks and configure data flows in minutes instead of coding for months. In fact, a study found it takes the average org 12 months to develop a custom workflow via APIs, whereas with Docusign’s platform you can do it via configuration almost immediately. That’s a game-changer for time-to-value. At our This Dot Labs booth, I spoke with many developers who were intrigued by these possibilities. For example, we showed how our Docusign Slack Extension lets teams send Slack messages and notifications when agreements are sent and signed.. If a sales contract gets signed, the Slack app can automatically post a notification in your channel and even attach the signed PDF – no more emailing attachments around. People loved seeing how easily Docusign and Slack now talk to each other using this extension. Another popular one was our Monday.com app. With it, as soon as an agreement is signed, you can trigger actions in Monday – like assigning onboarding tasks for a new client or employee. Essentially, signing the document kicks off the next steps automatically. These integrations showcase why IAM is not just about Docusign’s own features, but about an ecosystem. App Center already includes connectors for popular platforms like Salesforce, HubSpot, Workday, ServiceNow, and more. The apps we built for Monday, Slack, Jira, etc., extend that ecosystem. Each app means one less custom integration a developer has to build from scratch. And if an app you need doesn’t exist yet – well, that’s an opportunity. (Shameless plug: we’re happy to help build it!) The key takeaway here is that Docusign is positioning itself as a foundational layer in the enterprise software stack. Your agreement workflow can now natively include things like project management updates, CRM entries, notifications, and data syncs. As a developer, I find that pretty powerful. It’s a shift from thinking of Docusign as a single SaaS tool to thinking of it as a platform that glues processes together. Not Just Another Contract Tool – Why IAM Matters for Business After absorbing all the Momentum keynotes and sessions, one thing is clear: IAM is not “just another contract management tool.” It’s aiming to be the platform that automates critical business processes which happen to revolve around agreements. The use cases discussed were not theoretical – they were tangible scenarios every developer or IT lead will recognize: - Procurement Automation: We heard how companies are using IAM to streamline procurement. Imagine a purchase order process where a procurement request triggers an agreement that goes out for e-signature, and once signed, all relevant systems update instantly. One speaker described connecting Docusign with their ERP so that vendor contracts and purchase orders are generated and tracked automatically. This reduces the back-and-forth with legal and ensures nothing falls through the cracks. It’s easy to see the developer opportunity: instead of coding a complex procurement approval system from scratch, you can leverage Docusign’s workflow + integration hooks to handle it. Docusign IAM is designed to connect to systems like CRM, HR, and ERP so that agreements flow into the same stream of data. For developers, that means using pre-built connectors and APIs rather than reinventing them. - Faster Employee Onboarding: Onboarding a new hire or client typically involves a flurry of forms and tasks – offer letters or contracts to sign, NDAs, setup of accounts, etc. We saw how IAM can accelerate onboarding by combining e-signature with automated task generation. For instance, the moment a new hire signs their offer letter, Maestro could trigger an onboarding workflow: provisioning the employee in systems, scheduling orientation, and creating tasks in tools like Asana or Monday. All those steps get kicked off by the signed agreement. Docusign Maestro’s integration capabilities shine here – it can tie into HR systems or project management apps to carry the baton forward. The result is a smoother day-one experience for the new hire and less manual coordination for IT and HR. As developers, we can appreciate how this modular approach saves us from writing yet another “onboarding script”; we configure the workflow, and IAM handles the rest. - Reducing Contract Auto-Renewal Risk: If your company manages a lot of recurring contracts (think vendor services, subscriptions, leases), missing a renewal deadline can be costly. One real-world story shared at Momentum was about using IAM to prevent unwanted auto-renewals. With traditional tracking (spreadsheets or calendar reminders), it’s easy to forget a termination notice and end up locked into a contract for another year. Docusign’s solution: let the AI engine (Iris) handle it. It can scan your repository, surface any renewal or termination dates, and proactively remind stakeholders – or even kick off a non-renewal workflow if desired. As the Bringing Intelligence to Obligation Management session highlighted, “Missed renewal windows lead to unwanted auto-renewals or lost revenue… A forgotten termination deadline locks a company into an unneeded service for another costly term.” With IAM, those pitfalls are avoidable. The system can automatically flag and assign tasks well before a deadline hits. For developers, this means we can deliver risk-reduction features without building a custom date-tracking system – the platform’s AI and notification framework has us covered. These examples all connect to a bigger point: agreements are often the linchpin of larger business processes (buying something, hiring someone, renewing a service). By making agreements “intelligent,” Docusign IAM is essentially automating chunks of those processes. This translates to real outcomes – faster cycle times, fewer errors, and less risk. From a technical perspective, it means we developers have a powerful ally: we can offload a lot of workflow logic to the IAM platform. Why code it from scratch if a combination of Docusign + a few integration apps can do it? Why Developers Should Care about IAM (Big Time) If you’re a software developer or architect building solutions for business teams, you might be thinking: This sounds cool, but is it relevant to me? Let me put it this way – after Momentum 2025, I’m convinced that ignoring IAM would be a mistake for anyone in enterprise software. Here’s why: - Faster time-to-value for your clients or stakeholders: Business teams are always pressuring IT to deliver solutions faster. With IAM, you have ready-made components to accelerate projects. Need to implement a contract approval workflow? Use Maestro, not months of coding. Need to integrate Docusign with an internal system? Check App Center for an app or use their APIs with far less glue code. Docusign’s own research shows that connecting systems via App Center and Maestro can cut development time dramatically (from ~12 months of custom dev to mere weeks or less). For us developers, that means we can deliver results sooner, which definitely wins points with the business. - Fewer custom builds (and less maintenance): Let’s face it – maintaining custom scripts or one-off integrations is not fun. Every time a SaaS API changes or a new requirement comes in, you’re back in the code. IAM’s approach offers more reuse and configuration instead of raw code. The platform is doing the hard work of staying updated (for example, when Slack or Salesforce change something in their API, Docusign’s connector app will handle it). By leveraging these pre-built connectors and templates, you write less custom code, which means fewer bugs and lower maintenance overhead. You can focus your coding effort on the unique parts of your product, not the boilerplate integration logic. - Reusable and modular workflows: I love designing systems as Lego blocks – and IAM encourages that. You can build a workflow once and reuse it across multiple projects or clients with slight tweaks. For instance, an approval workflow for sales contracts might be 90% similar to one for procurement contracts – with IAM, you can reuse that blueprint. The fact that everything is on one platform also means these workflows can talk to each other or be combined. This modularity is a developer’s dream because it leads to cleaner architecture. Docusign explicitly touts this modular approach, noting that organizations can easily rearrange solutions on the fly to meet new needs. It’s like having a library of proven patterns to draw from. - AI enhancements with minimal effort: Adding AI into your apps can be daunting if you have to build or train models yourself. IAM essentially gives you AI-as-a-service for agreements. Need to extract key data from 1,000 contracts? Iris can do that out-of-the-box. Want to implement a risk scoring for contracts? The AI can flag unusual terms or deviations. As a developer, being able to call an API or trigger a function that returns “these are the 5 clauses to look at” is incredibly powerful – you’re injecting intelligence without needing a data science team. It means you can offer more value in your applications (and impress those end-users!) by simply tapping into IAM’s AI features. Ultimately, Docusign IAM empowers developers to build more with less code. It’s about higher-level building blocks. This doesn’t replace our jobs – it makes our jobs more focused on the interesting problems. I’d rather spend time designing a great user experience or tackling a complex business rule than coding yet another Docusign-to-Slack integration. IAM is taking care of the plumbing and adding a layer of smarts on top. Don’t Underestimate Agreement Intelligence – Your Call to Action Momentum 2025 left me with a clear call to action: embrace agreement intelligence. If you’re a developer or tech leader, it’s time to explore what Docusign IAM can do for your projects. This isn’t just hype from a conference – it’s a real shift in how we can deliver solutions. Here are a few ways to get started: - Browse the IAM App Center – Take a look at the growing list of apps in the Docusign App Center. You might find that integration you’ve been meaning to build is already available (or one very close to it). Installing an app is trivial, and you can configure it to fit your workflow. This is the low-hanging fruit to immediately add value to your existing Docusign processes. If you have Docusign eSignature or CLM in your stack, App Center is where you extend it. - Think about integrations that could unlock value – Consider the systems in your organization that aren’t talking to each other. Is there a manual step where someone re-enters data from a contract into another system? Maybe an approval that’s done via email and could be automated? Those are prime candidates for an IAM solution. For example, if Legal and Sales use different tools, an integration through IAM can bridge them, ensuring no agreement data falls through the cracks. Map out your agreement process end-to-end and identify gaps – chances are, IAM has a feature to fill them. - Experiment with Maestro and the API – If you’re technical, spin up a trial of Docusign IAM. Try creating a Maestro workflow for a simple use case, or use the Docusign API/SDKs to trigger some AI analysis on a document. Seeing it in action will spark ideas. I was amazed how quickly I could set up a workflow with conditions and parallel steps – things that would take significant coding time if I did them manually. The barrier to entry for adding complex logic has gotten a lot lower. - Stay informed and involved – Docusign’s developer community and IAM documentation are growing. Momentum may be over, but the “agreement intelligence” movement is just getting started. Keep an eye on upcoming features (they hinted at even more AI-assisted tools coming soon). Engage with the community forums or join Docusign’s IAM webinars. And if you’re building something cool with IAM, consider sharing your story – the community benefits from hearing real use cases. My final thought: don’t underestimate the impact that agreement intelligence can have in modern workflows. We spend so much effort optimizing various parts of our business, yet often overlook the humble agreement – the contracts, forms, and documents that initiate or seal every deal. Docusign IAM is shining a spotlight on these and saying, “Here is untapped gold. Let’s mine it.” As developers, we have an opportunity (and now the tools) to lead that charge. I’m incredibly excited about this new chapter. After seeing what Docusign has built, I’m convinced that intelligent agreements can be a foundational layer for digital transformation. It’s not just about getting documents signed faster; it’s about connecting dots and automating workflows in ways we couldn’t before. As I reflect on Momentum 2025, I’m inspired and already coding with new ideas in mind. I encourage you to do the same – check out IAM, play with the App Center, and imagine what you could build when your agreements start working intelligently for you. The future of agreements is here, and it’s time for us developers to take full advantage of it. Ready to explore? Head to the Docusign App Center and IAM documentation and see how you can turn your agreements into engines of growth. Trust me – the next time you attend Momentum, you might just have your own success story to share. Happy building!...

Apr 29, 2025

14 mins

Software Engineering

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