PowerPoint Presentation

HR West Conference, March 7th, 2016

Huan Howww.rallyteam.comENTERPRISE AGILITY

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IntroductionComputer nerd, skier / boarder, world travelerTech, telecom, security, consulting, energyStartups and large corps Co-Founder and CTO of Rallyteam

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- Have been exposed to a variety of industries, working for small and large companies2

AgendaFundamentalsAgile what?!?ApplicationReal world exampleTools

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Fundamentals

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What is Agile?Definition of Agile:able to move quickly and easilyrelating to or denoting a method of project management, used especially for software development, that is characterized by the division of tasks into short phases of work and frequent reassessment and adaptation of plans

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WaterfallCharacteristics: Defined deliverables, timelines, roles

RequirementsImplementationTestingDeployDesign

Maintain

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Waterfall ChallengesPros: PredictabilityCons: Lack of flexibility and slow to respond to changes

Software changes extremely fast, needed a better way to respond faster to new requirements and customer feedback

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Agile software developmentAgile manifesto drafted in 2001Set of principles forsoftware developmentin which requirements and solutions evolve through collaboration between self-organizing, cross-functional teams

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AgileCharacteristics: Incremental, iterative, feedback

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Agile MethodolgiesMethodologiesKanbanScrumSprint planningDaily scrumRetrospectiveBacklog refinementSelf forming teams

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KanbanAn approach to incremental, evolutionary process and systems changeNot much process/structure, can be implemented with existing processes

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ScrumTakes Kanban and adds a process framework

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Example Sprint planningDetermine backlog items that will be tackled during a sprint

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Scrum Daily scrumsQuick daily meeting to discuss what was done yesterday, what will be done today and roadblocks

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Scrum Review MeetingTeam meets with stakeholders to demo new items completedStakeholders provide feedback and confirm if requirements were met

Greg MortonCEO, NCHRA

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Scrum RetrospectiveAt the end of each sprint, team meets to discuss what was done well and what can be improved for next sprint

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Self-Organized TeamsAllow team members to create ad-hoc teams and choose the features/tasks they want to work onTeam members develop an intrinsic interest in shared goals and learn to manage each other to achieve themMore ownership and accountability results in greater engagement and performance

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Application

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Case study: MeWas asked to lead a team in the Energy Trading group

Team had big challenges when I first joined:Low engagement and retentionProcesses were rigid, systems outdatedNot satisfying needs of internal customersForecasting error was high (~ 5-10%)Very operational, zero innovation

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Employee exit interviews:This job is boring and repetitiveDont really understand why some of things I do is importantIm not learning anything new after 2 monthsIm not gaining relevant skills to advance my career

Technology was outdatedSpreadsheets were manual and took hours to updateSystems were built using MS Access and took days to run a forecast

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Process was rigidGet InputsRun ForecastAnalyze/Adjust ReportsClean Inputs

Characteristics: Boring, repetitive, no innovation, redundant

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Leveraged startup and Agile experienceStartupsBusiness Model CanvasAgileWeekly sprintsDaily scrumsReviews with stakeholdersEvolution Fridays (Retrospective)OthersMini hipo rotation program20% projectsPersonal development roadmap

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AgileMonthly sprintsListed out all of the operational tasks that need to be doneTalked about any support issues that need to be addressedIdentified small project for improvementTeam self organized

Daily ScrumWhat was done yesterdayWhat is being done todayIdentify any roadblocks

Monthly reviewMeet with portfolio managers and traders to review forecasts and get feedback

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Adding Agile

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Evolution Fridays (Retrospective)

Every 2nd Friday, we would get together, think outside the box and work on initiatives thatevolveour systems, processes and team

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Mini Hipo Rotation

Hui WangFront-end, TestingJonas AvellanaBack-end, ArchitectureIldar MuslukhovData, Security, AlgorithmsJeffrey HsiungJr/Int Eng

Meysam ShahidiJr. Eng

Auzeb ManzoorInt/Sr. Eng1 year rotation (4 months with each shogun)shogunssamarais

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Benefits:Provides technical training to jr/int engineersProvides leadership training to engineering managers26

Development RoadmapObjectiveResources/MilestonesData science and ML (Algorithms)Online: Plural sight courses. https://www.quora.com/How-do-I-learn-machine-learning-1https://www.youtube.com/view_play_list?p=A89DCFA6ADACE599Project: Predictive analysis: Employee interest and career paths.Workshops: Attend internal workshop (Huan/Ildar)Workshop: Azure Data conference.Project: Skill categorization.Infrastructure ArchitectureExperience architecting/operating solutions built on CloudOnline: Micro services (SOA) in Azure - Investigate using service Fabric. Project: Create logic and physical architecture diagram for target architecture on prem. (Create a reference architecture diagram: check exiting diagrams for reference). Project: Gap analysis of the current Rallyteam architecture and target architecture.Online: On perm architecture.Project: Quick research on Azure vs Elastic search for Rallyteam use cases.Project: Create logic and physical architecture diagram for target architecture on cloud.Project: Implement the project below.Project: Create project for refactoring the existing application into target architecture.

1. RequirementsDevelopment Roadmaps2. Gap analysis3. Dev PlanSkillsPriorityHave?Performance Tuning5YesInfrastructure architecture5YesDatabase architecture5YesExperience architecting/operating solutions built on Cloud5YesProject envisioning/planning4NoProject Management4NoProject development, deployment.4YesWork experience should involve pre-sales support/solution selling.3NoWork experience should involve pre-sales technical consulting3NoWork experience should involve pre-sales solution design, 3No

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Engineering Projects20% projectsSpeed up data retrieval using RedisCacheImprove suggestion algorithm using graph databaseStreamline unit testing and user acceptance testing process to improve quality and speedImprove search using Elastic searchImplement data store for big data and machine learningLoad test and tune JavaScript front-end componentsLoad test and tune .NET back-end componentsResearch gamification strategies for improving engagement

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ResultsHigh engagement scores, zero turnoverForecasts that took days ran in minutes, reduced error from ~10% to < 3%Innovation projects introduced new products and hedging strategiesTeam spent70% doing operational (including analysis)30% doing projects/innovation

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Challenges, Tools

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ChallengesInitial investment in timeWill take several iterations to get rightDifficult to scale outCreating cross-functional teams is difficult

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ToolsTrelloGood for Kanban and smaller projects/teamsAtlassian JiraGood for Scrum, software developmentRallyteamGood for larger projects/teams, creating cross-functional teams, not software development specific

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RallyteamAn agile collaboration platform for matching employees to people, projects and ideas

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BENEFITS:Increase developmentIncrease retentionIncrease engagementDecrease outsourcingClear ROI

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How it works

DatabasesMarketingOthers Skills / InterestsEmployee

Need database helpProject/Task/Idea

Rallyteam Matches

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- Slide is too complex. Need less words, more self-explanatory. Remove text in the grey area. Consider removing headlines34

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Consider breaking the demo up. Be more in control. Maybe even remove some stuff.Take more time and more pauses.35

Thank youWebsite: www.rallyteam.comEmail: huan.ho@rallyteam.comteam@rallyteam.com

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Lean Startup and Agile

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