Clay Richardson Practice Leader, Business Process Improvement Project Performance Corporation Session Title: Applying Agile Development Strategies to BPM Initiatives

Introduction Project Performance Corporation Management and Information Technology Consulting firm Headquartered in McLean, Virginia Celebrating 17 Years of Consulting Excellence 300+ employees, $65MM in revenue (2007) Clay Richardson Practice Leader for PPC’s Award-Winning BPI Practice Certified BPM Professional – Boston University Former Director, Professional Services and Training – HandySoft Global Corporation

Project Performance Corporation

Management and Information Technology Consulting firm

Headquartered in McLean, Virginia

Celebrating 17 Years of Consulting Excellence

300+ employees, $65MM in revenue (2007)

Clay Richardson

Practice Leader for PPC’s Award-Winning BPI Practice

Certified BPM Professional – Boston University

Former Director, Professional Services and Training – HandySoft Global Corporation

Agenda Key Drivers for Agile Development Agile and Collaborative Development Top 5 Agile BPM Features Agile BPM Case Study

Minding the Gap Between Vision and Execution

Traditional Execution - Factors Impacting Failed Projects Craig Larman, Agile and Iterative Development: A Manager’s Guide , Addison Wesley Professional (2004) 37% of Factors are Requirements Related

Traditional Execution – Actual Use of Requested Features Craig Larman, Agile and Iterative Development: A Manager’s Guide , Addison Wesley Professional (2004)

Agenda Agenda Key Drivers for Agile Development Agile and Collaborative Development Top 5 Agile BPM Features Agile BPM Case Study

BPM Promotes Agile and Collaborative Execution Emphasis Placed On Control and Requirements Emphasis Placed on Client-Valued Functionality

Which Agile Methodology Is Right For You? Popular Agile Strategies Strengths Weaknesses XP Most widely known and adopted approach Business ownership of feature priority, developer ownership of estimates “ Pair Programming” increases knowledge transfer Documentation primarily through verbal communication Difficult to accommodate architectural or design concerns Scrum Solution definition led by self-directed development teams Priorities based on business value Terminology and practices oriented towards technical teams Little business control over managing and prioritizing features – difficult to scope FDD Solution definition and features owned by the business All aspects of project tracked by feature – improved control, management, and scoping Scales well to large teams or projects Full implementation requires model-driven approach Takes time to adjust to “feature” modeling

Most widely known and adopted approach

Business ownership of feature priority, developer ownership of estimates

“ Pair Programming” increases knowledge transfer

Documentation primarily through verbal communication

Difficult to accommodate architectural or design concerns

Solution definition led by self-directed development teams

Priorities based on business value

Terminology and practices oriented towards technical teams

Little business control over managing and prioritizing features – difficult to scope

Solution definition and features owned by the business

All aspects of project tracked by feature – improved control, management, and scoping

Scales well to large teams or projects

Full implementation requires model-driven approach

Takes time to adjust to “feature” modeling

Which Agile Methodology Is Ideally Suited to BPM? Which Agile Strategy is Ideally Suited to BPM? Common BPM Project Requirements XP Scrum FDD Solution Definition Led by Line of Business   Volatile Solution Requirements    Tight Project Control and Reporting  High Degree of Collaboration Between Business and Technical Teams  

Agenda Agenda Key Drivers for Agile Development Agile and Collaborative Development Top 5 Agile BPM Features Agile BPM Case Study

Visio-style Modeling for Business Analysts BPMN and UML Modeling Standards

Simulate Possible Improvement Scenarios View Projected Metrics of ROI and Improved Efficiency. Quickly Incorporate New Changes to Process Model

Leverage Existing Business Processes and Models Wizard-driven Interfaces For SOA and Legacy Application Integration Leverage Existing Forms and UI Applications

Rapidly Prototype Features and Functionality Preview Features Before Moving to Full Implementation

Already Provided Build and Deployment Interface Version and Configuration Support Automated Archiving of Processes and Data

Key Drivers for Agile Development Agile and Collaborative Development Top 5 Agile BPM Features Agile Development Case Study

Case Study: Navy Federal Credit Union Project Results: Established BPM Center of Excellence Methodology and Best Practices for Deploying BPM Solutions in 30 – 60 Days Deployed Four Key Operational Processes Challenges: Need to Deploy Business Solutions In 1 – 2 Month Timeframes Highly Involved and Engaged Business Stakeholders Volatile Requirements from Internal and External Stakeholders Solution: Rapid Prototyping and Development Using Key BPM Features Feature-Driven Development (FDD) Methodology with 2-week Iterations Streamlined Deployment and Role-Based Access Using Out-of-the-Box BPM Functionality

Established BPM Center of Excellence

Methodology and Best Practices for Deploying BPM Solutions in 30 – 60 Days

Deployed Four Key Operational Processes

Challenges:

Need to Deploy Business Solutions In 1 – 2 Month Timeframes

Highly Involved and Engaged Business Stakeholders

Volatile Requirements from Internal and External Stakeholders

Solution:

Rapid Prototyping and Development Using Key BPM Features

Feature-Driven Development (FDD) Methodology with 2-week Iterations

Streamlined Deployment and Role-Based Access Using Out-of-the-Box BPM Functionality

Key Takeaways Most IT Projects Fail to Achieve Their Original Vision Outlined by the Enterprise Architecture Combining Agile Development with BPM Increases Your Chances of Success Select an Agile Methodology that’s Right For Your Organization BPM promotes agility and collaboration

Most IT Projects Fail to Achieve Their Original Vision Outlined by the Enterprise Architecture

Combining Agile Development with BPM Increases Your Chances of Success

Select an Agile Methodology that’s Right For Your Organization

BPM promotes agility and collaboration

Recommended Reads

Thank You! Clay Richardson, Practice Leader Business Process Improvement Practice Project Performance Corporation Contact Information: 703-748-7000 [email_address] www.ppc.com/bpm

Clay Richardson, Practice Leader

Business Process Improvement Practice

Project Performance Corporation

Contact Information:

703-748-7000

[email_address]

www.ppc.com/bpm