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SEI
Scaled Agile Framework® TransformationUnderstanding the process SEI initiated to move from full waterfall development to a full Scaled AgileFramework ® to deliver higher business value to our clients.
22 February 2017 © SEI | One Freedom Valley Drive | Oaks, PA | 19456
Mona C RocciaProgram Mgmt Lead, [email protected]
2© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Usage Restrictions› This material is the property of SEI and Scaled Agile, Inc. and is
protected by U.S. and International copyright laws.› Certain content has been reproduced or adapted with permission from
© 2011-2015 Scaled Agile, Inc. All rights reserved.› It is provided solely for use at this conference to promote adoption and
use of the Scaled Agile Framework® (SAFe®) for the benefit of the enterprises and individuals who apply it.
› SAFe® and Scaled Agile Framework® are registered trademarks of Scaled Agile Inc.
› You may not reproduce, distribute, or use this material for any purpose other than for personal education.
3© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Mona C. Roccia
Welcome!
• 24+ year Veteran at SEI• SEI’s Strategic Scaled Agile Advisor for SWP SAFe Program and
Agile for Excellence (ACE) Program• Assisted SEI in launching SAFe® within two weeks• Drives initiatives to apply SAFe® in order to increase program
effectiveness thru systems thinking and Lean/Agile Leadership• SEI’s SAFe Trainer/Coach for 1,700+ resources • MBA, SPC4, SAFe Agilist (SPC4), SAFe Portfolio Management
Facilitator, SAFe PM / PO (SPC4); SAFe Practitioner Certification (SPC4); SAFe Value Stream Workshop Facilitator
4© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Goals for today…..
• Agile at Scale vs. Team Agile• Who is SEI?• SEI’s Initial Challenges/Opportunities• SAFe® Big Picture• SEI’s Transformation Process
5© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Agile =Value
(especially at scale)
6© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
The Problems We All Face:
#1 – Real WorldComplex Systems
7© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
The Dream of Teams. But...
8© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
SAFe® Roots
Lean, Systems Thinking
Principles of Product Development FlowAgile Development
Field experience at enterprise scale
Iterative and Incremental Development
9© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
The Problems We All Face:
#2 – Value at Scale May Not Be Obvious
10© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Value at Scale
› Teams may or may not be agile, and are likely to be geographically dispersed
Agile teams
11© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Finding The Kidney
› “Finding the kidney” is a thinking tool to identify a value stream
Agile teams
12© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Value Streams
› They are the major themes of portfolio intent› Realized by one or more Agile Release Trains
› The whole picture, from concept to cash› Lend themselves to Value Stream Analysis for time-to-market
reduction
A value stream describes the steps used to provide a continuous flow of a specific kind of value to the customer
13© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
SEI Problems?
Challenges!Opportunities!
14© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Context
Business Context› Serving approximately 8,200
clients (as of 12/31/15 in the US, Canada, UK, continental Europe, South Africa, and East Asia)
› Revenue $1.40 billion› Manages or administers $751
billion in hedge, private equity, mutual fund and pooled or separately managed assets
› $283 billion in assets under management
› $468 billion in client assets under administration
Provider of outsourced asset management, investment processing, and investment operations solutions for corporations, financial institutions, financial advisors, and
affluent individuals
Technical Context Next Gen platform --
replacing legacy mainframe application written in the 1970s.
HIGHLY configurable system – think leverage!
15© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Service Bundles
It seemed so easy at first...
CORE also know as Investment Processing(which includes Infrastructure Services and Operations)
Client Mgmt Services
Business Mgmt & Practice Mgmt Services
Asset Mgmt Services
Client Acquisition Services
ProductMgmt
16© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Market Units
Private Ba
nks
Financial A
dviso
rs
Institu
tional Investors
Investmen
t Managers
Wealth
Adviso
ry Services
Market Units
17© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Challenge #1
Development and the multiple Market Units and multiple Operations Units were not in alignment
– Requirements were handed off between multiple silos
– Milestones were sometimes compromised due to scope changes
– Transparency from development back to the Market Units/Operations was at times delayed
– Client Satisfaction was not at an all time high
Alignment
18© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Challenge #2
› Prioritization across the market units and operations into one large development group was difficult
– Multiple Market Units and Operations requesting development of same system in a leveraged fashion sometimes slowed development
Prioritization
19© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Challenge #3
› Work-in-Progress was at an all time high– Be everything to all people– Don’t miss a date– Delivery quality and client satisfaction– YIKES!
Work In Process (NOT Progress)
20© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
Waterfall › Where we were…….
12 Month Release Cycle
RequirementsMarket Unit or Operations
(Solution Teams)
MRD
Service Requirements
Services Management
SRD
Functional Design
Architects & Business Analysts
FRAS
DevelopmentProgrammers
CODE
Quality Assurance
Testers
TEST
ProductionRelease
Management
RELEASE
21© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
The Approach:
®
22© SEI 2015Leffingwell, et al. © 2011‐2015 Scaled Agile, Inc. All rights reserved
The Scaled Agile Framework® (SAFe)
Core Values
1. Alignment
2. Code Quality
3. Transparency
4. Program Execution
Synchronizes alignment,
collaboration, and delivery for large numbers of teams
A proven, publicly‐facing framework for applying Lean and Agile practices at enterprise scale
SWP Development (Transparency & Stakeholders participation)
Business & Architectural Epics
Epic Owners(Clients, Market Units, Operations, Product
Management)
EPIC
13 Week Release Cycle
Actionable Features & Acceptance Criteria
Product Managers(Solution Teams)
FEATURES
ProductionRelease
Management
RELEASE
Executive OversightPortfolio Management – Investment Themes – Cross Team Steering Committee
SPRINT SPRINT SPRINT SPRINT SPRINT HARDENING SPRINT
Post Development
Week 1
Week2 & 3
Week 4
Week 5
Week 6
Week 7
Week8
Week 9
Week10
Week 11
Week 12
Week 13
Weeks14 - 22
Demo Demo Demo Demo
Mid-PI CeremonyRelease Planning
Ceremony
Stories Product Owner
DevelopersScrum Master
Testers
CODEInspect & Adapt
Ceremony
Deployment
Client participation- Requirement
definition/validation- Sprint Demo and- UAT
24© SEI 2012 | SEI Confidential InformationPortions of this material are adapted from or the copyright of Scaled Agile, Inc.
SEI Program Portfolio Management
Investment Themes
...
2. PPMO Queue (25) –based on capacity per MU allocation 20% threshold• Roadmap Sequencing
• Refine T‐Shirt Estimates
• Rank EPIC Priority
CurrentPPMO
PPM
GO
PPM
Load the Trains
Portf
olio B
acklo
g
SWP Agile PM ... SWP
Agile PM ...Polar ExpressIron Horse
1. Funnel Queue (100)• Documented Position Statement
Opportunity Identification Evaluation
3. Analysis Queue (15)• Weighted Rank LWBC • EO owns & pitches • Go/No Go• Weighted Rank• Product Council Decision
Product Council
Product Council
4. Implementation• Based on DevCapacity
• Rank EPIC WSJF
SWP Agile PM
Implementation
SWP Agile PM ...
Solution TeamQueue
25© SEI 2012 | SEI Confidential InformationPortions of this material are adapted from or the copyright of Scaled Agile, Inc.
SAFe› Content Authority and Decision-Making
Portfolio Management
Product Managers
Product Owners
Few Roles Come into Question• PPM/PPMO• Product Manager/Product Owner
27© SEI 2012 | SEI Confidential InformationPortions of this material are adapted from or the copyright of Scaled Agile, Inc.
28© SEI 2012 | SEI Confidential InformationPortions of this material are adapted from or the copyright of Scaled Agile, Inc.
SAFe› Program Portfolio Management FunctionProgram Portfolio Management is a function with the highest level responsibility
and decision-making in the Framework
Consists of the executives who bring the necessary market knowledge, technology awareness, and understanding of internal financial constraints and external market conditions– e.g., chief executive for the domain, senior
solution managers, line-of-business owners, sales and marketing reps, the CTO, senior development managers, etc.
Drives product and solution strategy Typically assisted by a Project/Program
Management Office (PMO) or Agile Program Portfolio Management Office (PPMO), which shares responsibility for program execution and governance
Critical Responsibilities: Strategy and
Investment Funding
Program Management
Governance
29© SEI 2012 | SEI Confidential InformationPortions of this material are adapted from or the copyright of Scaled Agile, Inc.
SAFe› PPM Responsibilities
PPM has a central role in Strategy and Investment Funding, Program Management and Governance
Assure (allocate) funding to follow strategy
Drive, assist or follow program execution
Close the loop on funding and program execution, measures and reporting, any necessary compliance
30© SEI 2012 | SEI Confidential InformationPortions of this material are adapted from or the copyright of Scaled Agile, Inc.
31© SEI 2012 | SEI Confidential InformationPortions of this material are adapted from or the copyright of Scaled Agile, Inc.
SAFe› Governance: Release ContentClear lines of content authority provide fast decision-making
and governance
Owns Team backlog(s) Defines sprints and
stories Accepts sprint
increments Integrates refactors and
redesigns
Owns Team backlog(s) Defines sprints and
stories Accepts sprint
increments Integrates refactors and
redesigns
2..4 1
Implements value Integrates with other
teams Evolves design
Implements value Integrates with other
teams Evolves design
1..2
Owns Program Backlog Pricing, licensing, ROI Defines releases and
features Accepts PSI Works with architects to
prioritize architectural features
Owns Program Backlog Pricing, licensing, ROI Defines releases and
features Accepts PSI Works with architects to
prioritize architectural features
1
32© SEI 2012 | SEI Confidential InformationPortions of this material are adapted from or the copyright of Scaled Agile, Inc.
SAFe› Product Manager and Product OwnerIn the enterprise, a single person cannot handle product strategy and market launch
while being dedicated to Agile team(s) during development
Customer/market facing Product/technology facingLives with other PMs, marketing, sales and customer Lives with the development team
Messaging and positioning Define sprint goals
Product, System and portfolio planning Component and subsystem responsibility
Identify market needs Write stories and acceptance criteria
Own the Vision Own the implementationDrive the Release Drive the sprint
Today: SEI Structure
34© SEI 2012 | SEI Confidential InformationPortions of this material are adapted from or the copyright of Scaled Agile, Inc.
SAFe› SEI Trains
Iron Horse = Banking
UnStopsables = Client Portfolio MgmtServices & Client Acquisition Services
Polar Express = Advisor MarketTSC
TSC
TSC
TSC Paddy Wagon = EcoSystem & Front
Office
TSC TransRapid = Maintenance
SEI’s Scaled Agile Framework® Transformation
Thank You & Questions?