Agile transformation best practices brazil final1

2 IBM Software Group Agenda 1 Agile and before Agile? 2 What makes a successful agile adoption? Agile Adoption vs Agile Transformation: are they 3 the same? 4 Achieving Enterprise Agility Best Practices of successful agile adoption transformation 5 Conclusion © 2006 IBM Corporation 2

IBM Software Group Basic agile Scrum Results from analysis tasks and unfinished items from sprint backlog (e.g. defects)Product backlog (work items) Feedback, funding Sprint planning Select work items for sprint from product backlog and identify tasks Daily stand-up meeting Work items selected for Sprint backlog sprint (tasks) 2-6 week sprint Done Demo Release and Retrospective implementation Practices: Product Backlog Value-Driven Life Cycle Self Organization Release Planning Product Sprint Planning Scrum master Owner Daily Scrum Meeting Sprint Demo Team members Retrospectives Roles: Scrum Master Product Owner, IBM Corporation © 2006 Team Member 3

IBM Software Group“Agile” techniques have been used for decades, to resolvekey challenges  Key Challenges  Common Agile / Lean techniques*  BUSINESS participation as a project team member Requirements are dynamic Requirements are dynamic  Joint requirements, design and prototyping sessions and difficult to lock down and difficult to lock down  Use of visual modelling and prototyping tools  Documentation of results vs. targets  Team elaboration of requirements with flexible scope change Reducing the technical debt—  Iterative approach allowing key components to be developed to Reducing cost of quality address “I’ll know it when I see it” mentality  Prioritization of requirements based on business objectives  Time boxing to fixed dates and fixed cost Deliver business value more  Incremental delivery of highest priority project components first quickly  Decomposition of large initiatives into multiple releases  Small, dedicated, co-located teams in teaming environment  Lean process framework and limited documentation  Architects participate and direct lead developers Reduce risk of adopting new technologies  High risk proof of concepts are performed early in the project  Right skills are dedicated to the project team * Most of these are found in any Agile approach (e.g. XP, Scrum, DSDM) © 2006 IBM Corporation 4

IBM Software GroupWhy is waterfall still popular 1 2 Simple to explain and Easy to illustrate as an 3 recall orderly process Adopted by many companies “Do the requirements, then It gives the illusion of an in the 70’s and 80’s design, and then implement orderly, accountable, and It was promoted in many software measurable process, with engineering, requirements simple document- driven engineering, and management milestones (such as texts, courses, and consulting “requirements complete”). organizations. 5 © 2006 IBM Corporation 5

IBM Software Group Agile versus the traditional process Traditional Agile Work items assigned to specific people Stories are assigned to the entire team Beta Customers are engaged after *DCut Customers are engaged early in the Life Cycle Testing is done after design & Testing is done simultaneously with development are completed development – Done is done Defects backlog is very large and worked Backlog is kept to a minimum – not letting on from DCut to release defects pile up Weekly team meetings Daily scrum meetings Roles are well defined (Dev, test, etc) Roles are not defined by person Feature backlog is set at Plan DCP Backlog changes as customer feedback is received Large feature backlog lists Smaller releases helps manage the lists Team works individually on assigned Promotes team collaboration to succeed pieces*Design Code Unit Test © 2006 IBM Corporation 6

7 IBM Software Group Agenda 1 Agile and before Agile? 2 What makes a successful agile adoption? Agile Adoption vs Agile Transformation: are they 3 the same? 4 Achieving Enterprise Agility Best Practices of successful agile adoption transformation 5 Conclusion © 2006 IBM Corporation 7

IBM Software GroupKey success points for an Agile adoption: Testimonial Increased flexibility in  Increased collaboration adapting to customer between dev & test. We are requirements all on the same team. Increased test automation &  Stories help the team focus regression to ensure higher on delivering value to quality customer Breaking down roles,  Working in small teams of 3 rotating roles to 4 increased collaboration Open communication  Team took over ownership of between team members Sprint content Developers take more  Team commits to what they ownership in the quality of can deliver and takes pride the release in demo’ing to stakeholders © 2006 IBM Corporation 8

IBM Software GroupThe IBM Agile Manifesto Agile development must Address Provide Provide Strengthen Be complex integration effective solution disciplined. architectural Be effective for processes for governance. quality and requirements. all types of small and consumability. development:. large teams Disciplined across Agile Delivery multiple sites and time zones. Team size Under 10 1000’s of developers developers Geographical distribution Co-located GlobalWhere these statements are not yet true, we will work together to make them a reality.9 © 2006 IBM Corporation 9

IBM Software GroupThe Disciplined Agile Delivery (DAD) life cycle The Disciplined Agile Delivery (DAD) process framework is a people-first, learning- oriented hybrid agile approach to IT solution delivery. It has a risk-value lifecycle, is goal-driven, is scaleable, and is enterprise aware. © 2006 IBM Corporation 10

IBM Software GroupMoving to an effective agile governanceConventional Governance Agile GovernanceActivity-based management Results-based management Mature processes, PMI/PMBOK Plan in detail, then track variances Plan/steer/plan/steer…Adversarial relationships Honest collaborative communication Paper exchange, speculation Progressions/digressions, factsRequirements first Architecture (risk mitigation) first Assumes certainty in desired product Admits uncertainties Avoid change Manage changeEarly false precision Evolving artifacts “More detail = higher quality” Scope (Problem specs) Design (Solution specs)Apply too much or too little process Right-size the process Process is primary, blind adherence Desired results drive process Manage variances © 2006 IBM Corporation 11

IBM Software GroupFrom waterfall to agile IBM promotes both Agile and Disciplined Agile approaches based on organizational needs Some organizations need more structure then Where does practices such as Scrum allows your organization fit? Predictive Adaptive  Agile has moved into mainstream software development but implementation details must often be adapted to the unique needs and priorities of each organization  Agile practices promote development, teamwork, collaboration, and process adaptability throughout the life-cycle of the project © 2006 IBM Corporation 12

13 IBM Software Group Agenda 1 Agile and before Agile? 2 What makes a successful agile adoption? Agile Adoption vs Agile Transformation: are they 3 the same? 4 Achieving Enterprise Agility Best Practices of successful agile adoption transformation 5 Conclusion © 2006 IBM Corporation 13

IBM Software GroupIs it only about adopting agile practices? Adoption is not enough To be successful, you need!!!  To transform your organization – Adapt the practices to work in your environment – Align your adoption with your business objectives and management structure – Get prepared for the cultural shift – Align your team to reflect a more agile world view – Requires governance changes © 2006 IBM Corporation 15

IBM Software GroupEnterprise Agile Transformation Approach  Enterprise Transformation must focus on three different aspectsOrganization Transformation Process and Methods  Adoption Through Execution Process  Agile Practices  Project Mentoring People (Methodology)  Onboarding Process  Business Intelligence - Metrics and ReportingPeople Transformation  Enablement Program  Tool Training Program  Agile Practice Adoption Workshops Rational Team Concert  Planning Capabilities Process ToolTool  Distributed SCM People  OSLC (Automation,  Jazz Foundation (Enablement) Enforcement) • Agile Practices (e.g. Scrum, Release Planning) Establish Center of Excellence • Build the foundation for Enterprise roll-out • Have an enablement program • Have pilots. Learn from the pilots and update training © 2006 IBM Corporation 16

17 IBM Software Group Agenda 1 Agile and before Agile? 2 What makes a successful agile adoption? Agile Adoption vs Agile Transformation: are they 3 the same? 4 Achieving Enterprise Agility Best Practices of successful agile adoption transformation 5 Conclusion © 2006 IBM Corporation 17

IBM Software GroupEnterprise agile adoption AND transformation Five habits of successful agile “transf-adoption” 1. Be explicit about you agile goals 2. Understand the dimensions of scale up 3. Use measures to govern behavior 4. Consider People 5. Grow incrementally with a clear “transf-adoption” plan © 2006 IBM Corporation 18

IBM Software GroupHabit1: Be explicit about you agile goalsBusiness Needs Driving Agile Transformation  Time to market  Improve Costs Time to Improve  Quality market Costs  Continuous Improvement Continuous Quality Improvement © 2006 IBM Corporation 19

IBM Software GroupBusiness Objectives – Sample Name Description OutcomeTime to Projects deliver faster  Complete small projects within 7 months (averagemarket than today time to market is currently 14 months)  Deliver a first increment (demo) on projects within 8 weeks from project initiation followed by subsequent increments (demos) at regular intervals of 2-4 weeksCost Projects deliver with  Increase the efficiency baseline (function pointsefficiency lower overall cost per FTE) by 10% than todayQuality Systems exhibit the  Decrease the error baseline by 10% agreed level of qualityContinuous The development  Knowledge and experience is used to improveImprovement organisation is a processes learning organisation Result based management using common processes that are  Processes are performed in a mature and continuously updated professional way (i.e. consistently) in order to harvest the benefits of this. Pna/stee/plan/steer © 2006 IBM Corporation 20

IBM Software GroupHabit2: Understand the dimensions of scale up: the AgileScaling Model (ASM) Core Agile Development  Focus is on construction  Goal is to develop a high-quality system in an evolutionary, collaborative, and self-organizing manner  Value-driven lifecycle with regular production of working software  Small, co-located team developing straightforward software Disciplined Agile Delivery  Extends agile development to address full system lifecycle  Risk and value-driven lifecycle  Self organization within an appropriate governance framework  Small, co-located team delivering a straightforward solution Agility at Scale  Disciplined agile delivery and one or more scaling factors applies © 2006 IBM Corporation 21

IBM Software GroupAgile scaling factors Team size Compliance requirement Under 10 1000’s of Critical, developers developers Low risk audited Geographical distribution Domain Complexity Straight Intricate, Co-located Global -forward emerging Disciplined Enterprise discipline Agile Organization distribution Project Enterprise Delivery (outsourcing, partnerships) focus focus Collaborative Contractual Organizational complexity Technical complexity Flexible Rigid Heterogeneous, Homogenous legacy © 2006 IBM Corporation 22

IBM Software GroupHabit3: Use measure to govern behavior Identify and Implement (small set of) Metrics to steer performance improvement – Business Level – Operational Level – Control Level © 2006 IBM Corporation 23

IBM Software GroupMeasures help answer key questions Business-Related IT-Related Agile-Related Measures Measures Measures Appropriate level of Projects deliver Agile practice management and faster than today adoption analysis activities Are we meeting Are we seeing the Are we agile? business benefit where we Projects deliver with Efficient change Agile role objectives? cost lower overall expected? request process adoption than today Systems created or Efficient updated in the requirements Agile work product projects have the definition and adoption agreed quality signoff The development Fewer breakages organisation is a when solution Agile task learning elements are adoption organisation integrated Employee Less “solution Agile process satisfaction hardening” needed adoption © 2006 IBM Corporation 24

IBM Software GroupHabit 4: Consider People Build an environment of trust Train your Executives on your approach Establish a new relationship with the business Use Mentors/Coaches Use Champions/Sponsors Keep it fun 4 August, 2012 © Unified Process Mentors 25 © 2006 IBM Corporation 25

IBM Software Group….It’s all about people Make changes on how people collaborate in software development teams Behavioral and organizational change must be introduced in a planned fashion Without appropriate guidance and the right people and the right strategy teams/organizations often fail to adopt the process and tools effectively © 2006 IBM Corporation 26

IBM Software GroupHabit6: Grow incrementally with a clear “transf-adoption” plan • Capability deployed in a “wave” of change 4500 4000 • Adoption increases as proficiency 3500 increases 3000 Users 2500 • Knowledge Transfer to practitioners 2000 1500 • Guidance, best practices, project 1000 500 management, etc 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 • Mentoring / Training (JIT) Capability A Capability B Capability C …. While iteratively improving deployment • Deployment teams learn from each deployment. • They build skills, proficiency, and collateral with each new iteration • Each wave consists of multiple deployment iterations • Collateral and best practices are accumulated © 2006 IBM Corporation 27

IBM Software GroupIBM recommends a three-phased, incrementalimprovement approach Phase 3Capability & Maturity Phase 2 Enterprise Transition Phase 1 Early Adopters  Goal : complete the Mobilization enterprise roll-out, business as usual  Goal :complete the roll-out  Results : broader roll-out in some LOBs, expand and self-sustaining, agile  Goal : develop agile early results culture transformation program,  Results : demonstrate the generate quick-win  Duration : 12~24 Months value across some LOBs (determined by rollout  Results : show technical values (cost, fast)  Duration : 6~12 Months plan)  Duration : 3~4 Months Time Project/Team Focus Enterprise Focus © 2006 IBM Corporation 28

IBM Software GroupSummary: Critical Success Factors Middle management championship is essential – Winning over executives is easy – Winning over practitioners is easy – Winning over middle managers is HARD - Architects, PMs, Test Managers and Development Managers - These are the folks that must translate technical results into business results Value must be demonstrable in first deployments • Incremental demonstration of value, early and often • Disruption cost profile may dominate Value delivered profile - You need to track and quantify both Once the mobilization is established, pilot significant change on business critical projects • That is where the A-players are • That is where organizational scrutiny/support is most intense © 2006 IBM Corporation 29

30 IBM Software Group Agenda 1 Agile and before Agile? 2 What makes a successful agile adoption? Agile Adoption vs Agile Transformation: are they 3 the same? 4 Achieving Enterprise Agility Best Practices of successful agile adoption transformation 5 Conclusion © 2006 IBM Corporation 30

IBM Software GroupConclusions  It works! – even in a large development organization where process maturity is essential  Simple ≠ easy  The challenges related to adopting agile are well known – The relative importance of these challenges and how they can/should be addressed is different for each organization – A blend of approaches, methods, tools and practices is needed – Piloting is the best way to identify where to focus  Good coaches and good tools help address some of the most important challenges to reinforce behaviors  Ensure measurement approach is in place early  A structured enablement concept allows for large scale deployment of a common framework © 2006 IBM Corporation 31

IBM Software GroupWhat makes IBM different  IBM has extensive experience helping organizations adopt agile practices and transform to improve business performance  For each engagement, whatever its scale, we mobilize selected resources from our global network.  World class software development tools  Thought leadership along with strategic focus to help deliver competitive advantage for your business success. © 2006 IBM Corporation 32

Agile transformation best practices brazil final1

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