INVENTIQUE.NET
Implementing End-to-End
Portfolio Management in Rally
Thomas Haas
thomas@Inventique.net
Inventique GmbH · 8...
Implementing End-to-End Portfolio Management in Rally
Implementation of agile portfolio management end-to-end for
developi...
IPTV Product Landscape 3
INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
IPTV Product – many disciplines in involved
Product Features
 Live TV
 TV Guide
 Timeshift TV (Pause, rewind, forward)
...
IPTV Corporate Landscape
INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
5
Corporate Strategy
Product Strategy
Pr...
Gotthard Base Tunnel 6
©AlpTransitGotthardAG
INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
2013-09-16INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
7
Jungfraubahn (Top of Europe) 8
© Henri Saarikoski– flickr.com
Eiger

Jungfraujoch

Mönch

Jungfrau

INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
9
ROI
My Reference 11
©aivo2010∙Flickr.com
INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
Guiding Principles
1. Rolling planning on appropriate management levels
(from company strategy to daily planning)
2. Full ...
Levels of Planning 13
Executive
Board
TV
Portfolio
Manager
Product
Manager
Team
Team
Member
2 years
18 months
3 months
2 w...
Portfolio Process: Feature Pipeline
INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
14
 Identify user or
busines...
Implementation: Artefacts and Tools 15
INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
Roll-
out
Every Feature is pulled through the same Process
Portfolio Management
Feature
Creation
Experience
Creation
Prio ...
Implementation:
Development Process
17
INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
Implementation: Planning and Reporting 18
INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
The Implementation: Jump in at the deep end
INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
19
“Built to thrill b...
The Implementation
Approach
 Jump in at the deep end
Preparation
 Upfront design of the portfolio process
 Trial with o...
Paradigm Shift at IPTV
 Daily project report generated from facts
 Short release-cycle
(from 3 months down to 2 weeks)
...
Conclusion
To Improve
 Too many features in progress due to
high pressure for rushing out a lot of
functionality
(fixed d...
INVENTIQUE.NET
INVENTIQUE.NET enables
individuals, teams, and
organisations to continuously
adapt and innovate
Immediate A...
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Real-World Lean/Agile Portfolio Management

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A real world example of a #lean / #agile implementation of portfolio management. Implementing continuos flow and multiple levels of planning. Presented at #rallyon13.

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Real-World Lean/Agile Portfolio Management

  1. 1. INVENTIQUE.NET Implementing End-to-End Portfolio Management in Rally Thomas Haas thomas@Inventique.net Inventique GmbH · 8008 Zürich · Switzerland ©IsaiasMalta∙Flickr.com 1 INVENTIQUE.NET • End-to-End Portfolio Management • RallyON 2013
  2. 2. Implementing End-to-End Portfolio Management in Rally Implementation of agile portfolio management end-to-end for developing IPTV at a Swiss telecoms provider using Rally. 1. The Challenge large organisation with many traditions 2. Agility ability to respond to change 3. Guiding Principles five levels of planning to steer release trains 4. The Implementation top down, big bang, tool driven 5. Conclusion big step forward – many steps ahead 2 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  3. 3. IPTV Product Landscape 3 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  4. 4. IPTV Product – many disciplines in involved Product Features  Live TV  TV Guide  Timeshift TV (Pause, rewind, forward)  Recording of shows  Pay per view (e.g. sport events)  Video on demand  Multiple simultaneous streams over IP (Internet) Supported Platforms  Set-top box  Web browser (Silverlight)  Smartphones (Android, Windows)  iPhone and iPad (iOS) Many Competences Required  Product management  User Experience design  Software development  Industrial design  Hardware development  Data Center design & operation  Video streaming (encoding, decoding)  Wide area networking  Logistics  User and tech support  Content acquisition (movies, sport events)  Marketing and Sales  Billing 4 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  5. 5. IPTV Corporate Landscape INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013 5 Corporate Strategy Product Strategy Product Roadmap Marketing Sales Customer Services Billing Other Product Departments IPTV Logistics / CRM / Business Support Systems / IP network services
  6. 6. Gotthard Base Tunnel 6 ©AlpTransitGotthardAG INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  7. 7. 2013-09-16INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013 7
  8. 8. Jungfraubahn (Top of Europe) 8 © Henri Saarikoski– flickr.com Eiger  Jungfraujoch  Mönch  Jungfrau 
  9. 9. INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013 9
  10. 10. ROI
  11. 11. My Reference 11 ©aivo2010∙Flickr.com INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  12. 12. Guiding Principles 1. Rolling planning on appropriate management levels (from company strategy to daily planning) 2. Full transparency within the portfolio (All information freely available to all project members) 3. One single electronic tool to support the process (the tool enforces adoption of the process across all teams) 4. Mix of process models and methods (plan-driven waterfall, Scrum, Software Kanban) 5. Predictable delivery of work (fix deadline and quality – change of scope) Out of Scope  Budgeting and detailed allocation of funds to products or “projects”  Allocation of resources 12 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  13. 13. Levels of Planning 13 Executive Board TV Portfolio Manager Product Manager Team Team Member 2 years 18 months 3 months 2 weeks 1 day Company Strategy Product Roadmap Feature Plan Iterations Sprints Daily Planning INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  14. 14. Portfolio Process: Feature Pipeline INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013 14  Identify user or business benefits  Outline the feature  Guesstimate size  Have stakeholders aligned  Convince board in 3 minutes  Identify key requirements  Sketch solution design  Identify key factors  Identify open issues and risks  Estimate size  Convince stakeholders  Convince the board in 10 minutes  Define key requirements in detail  Identify most of the requirements  Design solution and interfaces  Define key test cases  Estimate effort and refine size  Eliminate critical issues and risks  Implement the feature  Validate user needs and requirements  Integrate and test  Build good features  Integrate features into products  Field trial features or product  Roll out to customers  Deliver good products Trial Rollout Realisation Detailed Design Solution Design Business Case 1 month 1-2 months 1 month 1-6 months
  15. 15. Implementation: Artefacts and Tools 15 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  16. 16. Roll- out Every Feature is pulled through the same Process Portfolio Management Feature Creation Experience Creation Prio Go for Go for Realisation Rollout Realisation Called “No Entry” in Rally Goal Definition Design & Build Features Solution Design Go for Implementation Implemen- tation Development Integration and Test Friendly Test Market Trial Rally Factsheet Paper & Pencil Factsheet Paper & Pencil Rally HPQC Rally Rally RE & Arch Tools ToolProcessDecision 1 month 1-2 months 1-6 months Rally 16 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  17. 17. Implementation: Development Process 17 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  18. 18. Implementation: Planning and Reporting 18 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  19. 19. The Implementation: Jump in at the deep end INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013 19 “Built to thrill by Nissan”
  20. 20. The Implementation Approach  Jump in at the deep end Preparation  Upfront design of the portfolio process  Trial with one lead platform and selected backend service  Implementation of tool support (process manual, training material, templates, Rally, MS Sharepoint, HP Quality Center) Big Bang  Mandatory use of Rally after day 1  Training in Scrum, Rally, and the portfolio process  Knowledge sharing events over sponsored lunches  Individual coaching facility  Follow-up training in selected methods (e.g. Scrum Product Owner) 20 “Built to thrill by Nissan” INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  21. 21. Paradigm Shift at IPTV  Daily project report generated from facts  Short release-cycle (from 3 months down to 2 weeks)  Stable teams stable teams are assigned to features – instead assigning people to projects  Global costs One global budget for the whole portfolio – no costing on team or feature level  Lead platform Implementation of new features with a lead platform first (together with backend services) – implementation or port to other platforms later 21 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  22. 22. Conclusion To Improve  Too many features in progress due to high pressure for rushing out a lot of functionality (fixed deadline and fixed scope – variable quality)  Facts based, consolidated reports from Rally need to be interpreted and properly prepared for management reports (translation layer)  Unclear vision of features and/or ad- hoc changes lead to incomplete features and considerable rework  Test drivers and stubs for testing isolated components not built in from the beginning Big Win  Real-time, consolidated view over the work of 130 people  Planning and reporting are inherently part of the process  Consistent approach to planning across teams based on “user stories” and milestones  Fast release cycles – two weeks down from three months  Well prepared features experience less changes and scope creep during implementation  Open Rally APIs for customized reports 22 INVENTIQUE.NET•End-to-EndPortfolioManagement•RallyON2013
  23. 23. INVENTIQUE.NET INVENTIQUE.NET enables individuals, teams, and organisations to continuously adapt and innovate Immediate Action  Interims management  Project audits  Management consulting Consulting  Business models  Product innovation  Process models Coaching & Training  Team development  Hands-on training  Personal coaching Thomas Haas ∙ thomas@inventique.net

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