Trellis Factors - BETA

The Trellis Scores feature on SEI provides a proprietary scoring mechanism to evaluate and understand your engineering team's productivity.

This topic outlines the improved user journey for configuring Trellis Central Profiles, customising Trellis Groups, and defining thresholds for Factors associated with Trellis Profiles to calculate Trellis Scores.

The following permissions are needed to calculate the Trellis Scores:

  1. To perform CRUD operation on the Trellis Central profile, you need to have full access to SEI Configuration Settings

  2. To configure the Collection Specific Trellis profile, you need to have Collection Edit/Create access to the SEI project

  3. At least one Contributor with an associated Email ID must be present in the newly created account. For more information, go to Contributors.

The two main components while configuring the Trellis Factors are:

  1. Trellis Central Profile

  2. Trellis Groups

Important concepts

Trellis Central Profile

The Trellis Central Profile allows you to personalize the standards and thresholds that are shared among all teams within an account for determining the Trellis Score. These standards can be further modified at the Collection level, allowing you to evaluate developer productivity within your organization.

By default, each newly created collection is linked with the Trellis Central Profile. This means that the Trellis Profile will be enabled automatically for both the newly created collection and the root collection that is created automatically during project creation.

Trellis Groups

Trellis Groups represent custom attribute-based sub-profiles within the defined profile. This functionality allows users to tailor standards and thresholds specifically to the custom attributes. For example: Contributor roles. This offers a more granular and personalized approach to calculating Trellis Scores.

With Trellis Groups, you can fine-tune the evaluation of factors such as Code Quality, Volume, Speed, Impact, Proficiency, and Collaboration based on the distinct responsibilities and expectations associated with different contributor attributes for example contributor attribute roles in the engineering team.

The Default Group in the profile configuration covers all the items that do not belong to any other defined groups. The Factors and Weights associated with the Default Group can be customised.

Adding Filters

Filters are the criteria/conditions that determine which contributor fall into each sub-group.

To set up these filters:

  • Define the specific conditions for each filter. This involves selecting attributes from the USER ATTRIBUTES dropdown, setting the condition from the CONDITIONS dropdown, and then specifying the VALUE for that condition.

  • Remember, you can add multiple conditions for the same Trellis Group allowing you to create a detailed and accurate definition for each sub-group.

  • Note that while creating the Filters for Trellis Groups you cannot add identical or conflicting conditions for two or more Trellis Groups. This is important because each contributor should only be part of one sub-profile. Adding one contributor to two or more sub-profiles is not supported.

Factors & Weights

Factors are the items (Quality, Impact, Volume, Speed, Proficiency, and Leadership and Collaboration) that contribute to your Trellis Score.

With Factors and Weights, you can:

  • Enable and disable individual factors to include or exclude them from your Trellis Score calculation.

  • Adjust the weight of each factor. Assign a low weight (1-5) to make less important factors have a lower impact on your score. Assign a higher weight (5-10) to make more important factors have a higher impact on your score.

  • Weights are relative. For example, if all factors are weighted 5, then all factors are still equal.

In the subsections for the individual factors, you can:

  • Adjust the metrics that are included in each factor's calculation.

  • Define target performance ranges for each metric. These ranges will be considered for the rating calculation

Configure the Trellis Factors

To configure the Trellis Factors, please follow the steps below:

  1. In your SEI project, go to the Settings

  2. Select Trellis Factors under Profiles

  3. By default, you will land on the Trellis Central Profile settings. Click on Add Trellis Groups to create a unique group and define matching criteria for identifying users based on custom contributor attributes like Role and Location.

  4. Make sure that the Trellis group name and matching criteria are unique.

  1. Define Factors and Weights for each of the sub-profile i.e. Trellis Groups in the Trellis Central Profile. Adjust weights to specific factors such as code quality, volume, speed, impact, proficiency, and collaboration.

  2. You can enable or disable factors contributing to Trellis Score calculations for specific groups. Similarly, you can enable or disable Trellis Groups to control their contribution to the overall scoring.

Set up Trellis Profile at the Collection level

Whenever a new collection is created, it is by default automatically associated with the Trellis Central Profile.

  • Collection Admins are not allowed to create new Trellis Groups, nor perform CRUD operations on the Trellis Central Profile. Any changes made to factors or Trellis Groups at the collection level will create a new Collection Specific Trellis Profile that is derived from the existing central profile.

  • When associated with a new Collection Specific Trellis Profile, Trellis Groups that are added by admins at the central profile level are added into collection-level settings but remain disabled by default. This configuration allows Collection Admin to have the flexibility to determine which Trellis Groups are relevant when calculating Trellis Scores.

  • Similarly, Trellis Groups that are removed by admins at the central profile level are automatically removed from the collection-level profiles.

  • Changes made by the Collection Admin at the profile level can be applied to all existing collections, including child-level collections and those collections to which the Collection Admin has access.

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