beyond portfolio: the agile transformation of a multinational financial institution (agiles 2016)

Agile Practice

Beyond Portfolio The Agile transformation of a

multinational financial institution

Jordi Falguera y Unai Roldán

UST Global Agile Practice team members

@jordi_falguera jordi.falguera@gmail.com @unairoldan unai.roldan@gmail.com

…

Saket Bivalkar

Guillermo Pérez

Chema García

Juanma Gómez

Joao Barreiro

Unai Roldán

Maica Trinidad

Jose María Blázquez

Daniel Rodríguez

Jordi Falguera

Richard Trelleria

Marc Florit

José Sandoval

Johnny Ordoñez

···

2016 UST Global Inc. © Confidential and proprietary.

Speakers

Jordi

FalgueraAgile Practice Director for Europe

@unairoldan

linkedin.com/in/unairoldan

unai.roldan@gmail.com

Unai

Roldán ArellanoAgile Coach

@jordi_falguera

linkedin.com/in/jordifalguera

jordi.falguera@gmail.com

Agile enthusiast | Learner | Speaker |

Passionate about transforming

organizations. | Personal productivity

geek | Slacklining beginner.

Enterprise Agile Coach passionate by

new technologies and Agile Mgmt.

LEAN & Management 3.0 believer and

kaizen enthusiast to focus the

organizations to an high level of

efficiency.

2016 UST Global Inc. © Confidential and proprietary.

…and we perform

Agile transformations

Speakers

3

2016 UST Global Inc. © Confidential and proprietary.

How did we

Beyond Portfolio

4

get here?

2016 UST Global Inc. © Confidential and proprietary.

How did our

Transformation

Contract look like?

Beyond Portfolio

5

2016 UST Global Inc. © Confidential and proprietary.

Rollout of the

Enterprise

Beyond Portfolio

6

coachesin the countries

July 13th 2015

Aug 3rd 2015

Aug 17th 2015

Aug 24th 2015

Sept 7th 2015

2016 UST Global Inc. © Confidential and proprietary.

Rollout of the

Enterprise

Beyond Portfolio

7

coachesin the countries

Nov 23rd 2015

Feb 8th 2016

2016 UST Global Inc. © Confidential and proprietary.

Our

Hiring model

Beyond Portfolio

8

2016 UST Global Inc. © Confidential and proprietary.

Beyond Portfolio

9

We need a higher level of

coordination

2016 UST Global Inc. © Confidential and proprietary.

Beyond Portfolio

10

Goalsfor 2016

2016 UST Global Inc. © Confidential and proprietary.

Beyond Portfolio

11

Goalsfor 2016

2016 UST Global Inc. © Confidential and proprietary.

From multiple

portfolios to the

superportfolio

Beyond Portfolio

Team

Product/Program

Portfolio

Enterprise

Strategize

Execute

Plan Monitor

Invest Evaluate Investment

Plan

ReleaseEvaluate

Quality

Plan

WorkEvaluate

Progress

Operate

Enterprise

Strategy

Proposal Intake

& Funding

Portfolio & Product

Planning &

Forecasting

Change

Management

Vendor & Contract

Management

Analytics &

Reporting

Quality

Management

Human

Resource

Management

Risk

Management

& Governance

Operations &

Support

2016 UST Global Inc. © Confidential and proprietary.

Beyond Portfolio

13

Key Takeaways

2016 UST Global Inc. © Confidential and proprietary.

Beyond Portfolio

14

Key Takeaways

2016 UST Global Inc. © Confidential and proprietary.

Beyond Portfolio

15

next steps

2016 UST Global Inc. © Confidential and proprietary.

Questions time

16

Beyond PortfolioThe Agile transformation of a

multinational financial institution

@jordi_falguera jordi.falguera @unairoldan unai.roldan

17

The End

Thank you

@jordi_falguera jordi.falguera @unairoldan unai.roldan