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CA PPM 14.x Agile Integrations

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Integrating CA Project & Portfolio Management (CA PPM) to an agile management application is a growing need throughout the PPM community. Whether you are using Rally, Version One or, even, Jira, the needs are the same: to gain a unified perspective on resources, projects and budgets. Attendees in this course will learn about CA PPM agile integrations and how to gain visibility across the organization.

For more information, please visit http://cainc.to/Nv2VOe

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CA PPM 14.x Agile Integrations

  1. 1. CA PPM 14.x Agile Integrations James Chan Agile Management CA Technologies Director, Presales, CA PPM AMX08E @JamesNChan #CAWorld Brian Nathanson CA Technologies Sr Principal Product Manager, CA PPM AMX08E @BrianNathanson #CAWorld
  2. 2. 2 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD For Informational Purposes Only Terms of this Presentation © 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies. The presentation provided at CA World 2015 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutions so actual results may vary. Certain information in this presentation may outline CA’s general product direction. This presentation shall not serve to (i) affect the rights and/or obligations of CA or its licensees under any existing or future license agreement or services agreement relating to any CA software product; or (ii) amend any product documentation or specifications for any CA software product. This presentation is based on current information and resource allocations as of November 17, 2015, and is subject to change or withdrawal by CA at any time without notice. The development, release and timing of any features or functionality described in this presentation remain at CA’s sole discretion. Notwithstanding anything in this presentation to the contrary, upon the general availability of any future CA product release referenced in this presentation, CA may make such release available to new licensees in the form of a regularly scheduled major product release. Such release may be made available to licensees of the product who are active subscribers to CA maintenance and support, on a when and if- available basis. The information in this presentation is not deemed to be incorporated into any contract.
  3. 3. 3 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Abstract Integrating CA Project & Portfolio Management (CA PPM) to an agile management application is a growing need throughout the PPM community. Whether you are using Rally, Version One or, even Jira, the needs are the same: to gain a unified perspective on resources, projects and budgets. Attendees in this course will learn about CA PPM agile integrations and how to gain visibility across the organization. James Chan CA Technologies Director, Presales Brian Nathanson CA Technologies Sr Principal Product Manager, CA PPM
  4. 4. 4 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Agenda A BRIEF HISTORY OF PPM & AGILE VISION OF PPM & AGILE TOGETHER FUTURE ROADMAP BENEFITS OF PPM & AGILE TOGETHER STANDARDS FOR INTEGRATION RALLY / VERSIONONE / JIRA 1 2 3 4 5 6
  5. 5. A Brief History of PPM & Agile
  6. 6. 6 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD In the good old days...before the dot-com bubble burst... Start up firms received large amount of venture capital for unproven concepts as long as they were “web” related. Companies -- especially CIOs -- spent endless piles of money on “web” technology just because they felt like they needed to do so in order to keep up with the competition. For technologists, it was one big party. Large sums of money handed out with no proof of progress or success required. Many technology shops became “black holes” for funds.
  7. 7. 7 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Well...we all know what happened next... Quote Source: The Incredible Shrinking CIO; CIO Magazine; October 15, 2003 Of course, when the dotcom bubble burst and the bottom fell out of the market, CEOs didn’t need to look far for a scapegoat. "As a leadership position, the CIO role had little or no credibility left, and we deserved every bit of it," says Malcolm Fields, CIO of office furniture and fireplace manufacturer Hon Industries.
  8. 8. 8 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD As a result, many companies implemented new controls Quote Source: The Incredible Shrinking CIO; CIO Magazine; October 15, 2003 which only got worse after SOX was passed in 2002 and within 5 years, fully ½ of CIOs would report into CFOs CFO CIO "It’s not that CIOs were irresponsible; it’s just that they weren’t fiscally aware," says Bill Glassen, CIO of Cashman Equipment, which sells and leases Caterpillar construction equipment. "If the president of the company said one day, ’Hey, I want to do e-commerce,’" Glassen says, "the CIO bought tons of servers, hired Web programmers, basically spent a lot of money," frequently without building a business case.
  9. 9. 9 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Meanwhile...back at the ranch...a revolt had begun... In 2001, an experienced group of developers wrote a document advocating a shift in the way people develop software -- primarily in response to what they saw as the overly rigid and process-oriented methods used traditionally. While it wasn’t directly in response to the dot-com crash, it certainly coincided with a dramatic increase in corporate policies and procedures thanks to the aforementioned history.
  10. 10. 10 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Fast forward 10 years...and the revolt is a revolution By 2013, 88% of organizations were practicing agile software development. 4 out of every 5 of those organizations started their agile use within the previous 5 years (i.e. since the 2008 financial collapse). The widespread adoption of agile has come as firms that survived the economic downturn survey the landscape, believe the opportunity is there to innovate & grow, and want superior methods for doing so.
  11. 11. 11 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Today...the war has been won -- in the application economy Most firms have recognized that agile execution methods deliver superior results for work where a significant amount of the information necessary is unknown at the time of inception. Gartner calls these projects “Mode 2” type efforts. Since this pretty much describes all software development efforts in a fast- moving world, the agile champions have won the day.
  12. 12. 12 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Agility is Your Competitive Advantage Agile firms grow revenue 37% faster Agile firms generate 30% higher profits MIT SLOAN Every industry is subject to disruption. Only a truly agile business is equipped to respond. FORRESTER RESEARCH
  13. 13. 13 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD The problem is -- There’s a difference between rebelling and governing Now that agilists have successfully convinced the world to adopt agile methodologies to optimize engineering efficiency, they have turned their attention toward “scaling” agile for running the enterprise -- -- and immediately hit the problem that they have started turning into what they initially rebelled against. It’s one thing to run a project team or even a set of teams in an agile fashion. It’s an entirely different thing to run an entire organization that way.
  14. 14. 14 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD It’s all about the money (or rather the lack of it) Generally, it goes back to the problem all those CIOs had back in the dot-com days: The $$$ business case For example: One of the core agile principles centers on the use of persistent teams. By keeping teams together and focused on the same product, everyone benefits from the combined learning the accumulates over time. There’s one big problem with this scenario. While we can control our costs, it is often difficult to control revenue. Since revenue can be influenced by a number of external factors, it may decline unexpectedly or vary in other ways -- -- and if our investors demand preservation of their margins, then we have to make cuts -- which changes the teams, impacts the work, and essentially poses a problem that agile methods are ill-equipped to address.
  15. 15. 15 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD PPM and Agile: Mixed mode (bi-modal) is the reality today 9 out of 10 organizations reported practicing agile software development organizations reported delivering more than half of their projects using agile techniques Only 1 out of 10 BUT Sources: VersionOne 8th Annual State of Agile Survey 2013; 3500 independent responses ESI International 3rd Annual PMO Survey; 2300 independent responses
  16. 16. 16 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD And, of course, there’s this... Even with agile development providing engineering optimization, there are still challenges insuring that the right investments are being chosen to begin with.
  17. 17. 17 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD What’s a “victorious” agilist supposed to do? Capacity planning Blended approaches Business cases Strategic alignment Traditional work
  18. 18. 18 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD What’s a PMO under siege supposed to do? Agile planning Scaled Agile Framework (SAFe) Development dependencies Enterprise “agility” Kanban
  19. 19. 19 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Vision of PPM & Agile Together
  20. 20. 20 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD PPM & Agile - How do you find the right balance? Governance (Visibility, Compliance & Traceability) Productivity (Customers and Velocity)
  21. 21. 21 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Main Value Proposition PPM Agile Friction Removing the friction between two antagonistic worlds
  22. 22. 22 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM and ALM Landscape Strategic Planning / Capital Planning Enterprise Portfolio Planning / Enterprise Resource Planning Governance Hybrid Enterprise Agile and Agile Team Planning Agile Execution ALMCA PPM ChecklistWaterfall
  23. 23. 23 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Connect Strategy to Execution: From Funding to Features Capturing innovative ideas Management Insights Execution: Agile or Waterfall Prioritize and Plan Determine Investment Mix based on market needs, strategic vision, and within budget / resource constraints Deliver work using the methodology that best fits the job. Evaluate performance: • Products • Deliverables • Resources • Financials Manage incoming Ideas and Opportunities
  24. 24. 24 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Benefits of PPM & Agile Together
  25. 25. 25 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM & ALM: From Funding to Features Unify Portfolio Decisions in a Hybrid World • Help the business prioritize and fund initiatives across the entire portfolio Bring Financial Accountability to Agile • Connect funding to execution Gain visibility into all Business Deliverables • Reflect features delivered by Agile in PPM, eliminating spreadsheet inefficiencies Unify Project Status Reporting • Reflect Agile team progress alongside other work in PPM
  26. 26. 26 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Standards for Integration
  27. 27. 27 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Feature Initiative StoryStory Story Story StoryStory Project Task Task PMO Engineering 47% 62% Task Task 47% 62% CA PPM / ALM Integration (Basic)
  28. 28. 28 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Feature Initiative StoryStory Story Story StoryStory Project Task Task PMO Engineering 47% 62% Task Task 47% 62% CA PPM / ALM Integration (Advanced) Assignments Team Timesheet Entries Team
  29. 29. 29 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Rally / VersionOne / Jira
  30. 30. 30 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM / Rally Integration Flow PPM Project Create Initiative and link to the PPM Project Import Work Status Information from the Initiative Create PPM Task and link to the Rally Feature Import Work Status Information from the Feature PPM Task Rally Initiative Rally Feature
  31. 31. 31 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM Portfolio Manager 1. BU Requests $20M Project Project 2. Governance Process Applied CA PPM / Rally Integration (Phase 1)
  32. 32. 32 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM InitiativeProjectPortfolio Manager Program Manager 2. Rally Initiativeis created 1. Project is Approved CA PPM / Rally Integration (Phase 1)
  33. 33. 33 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM Initiative Feature Project Product Manager Portfolio Manager Feature Portfolio Manager Agile Product Managers Break Initiativesinto Features CA PPM / Rally Integration (Phase 1)
  34. 34. 34 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM Initiative Feature Project Product Manager Portfolio Manager TaskTask Feature Portfolio Manager Tasks are created in PPM, reflecting Rally Features CA PPM / Rally Integration (Phase 1)
  35. 35. 35 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM Initiative Feature Project Investment Product Manager Portfolio Manager Product Owner ScrumMaster SW Engineer QA Engineer TaskTask Feature Portfolio Manager 1. Agile teams break Features into Stories and Tasks 2. Tasks reflect work status of Features (%complete, start/end dates) 2. Project reflect work status of Initiative (%complete, start/end dates) CA PPM / Rally Integration (Phase 1)
  36. 36. 36 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM Initiative Feature Project Product Manager Portfolio Manager Product Owner ScrumMaster SW Engineer QA Engineer TaskTask Feature Portfolio Manager 1. Agile teams add/remove scope as needed 2. Task status are updated based on new scope reality ✓ ✓ ✓OnPrem SaaS / OnDemand Rally PPM CA PPM / Rally Integration (Phase 1)
  37. 37. 37 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  38. 38. 38 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  39. 39. 39 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  40. 40. 40 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  41. 41. 41 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  42. 42. 42 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  43. 43. 43 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  44. 44. 44 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  45. 45. 45 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  46. 46. 46 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Rally Integration – Integration Object Instance
  47. 47. 47 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Rally Integration – Integration Object Instance
  48. 48. 48 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  49. 49. 49 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD e
  50. 50. 50 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  51. 51. 51 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  52. 52. 52 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  53. 53. 53 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Generating Rally API Key Here are the steps to get the Rally API Key 1. https://help.rallydev.com/rally- application-manager and login using your Rally login (Requires workspace admin privileges) 2. Click on “API KEYS” tab 3. Click on “Create New API Key” link in the middle of the page to generate a new API key
  54. 54. 54 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  55. 55. 55 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
  56. 56. 56 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM / VersionOne Integration Flow PPM Project Create Initiative and link to the PPM Project Import Work Status Information from the Initiative Create PPM Task and link to the V1 Feature Epic Import Work Status Info from the Feature Epic PPM Task V1 Initiative Epic V1 Feature Epic
  57. 57. 57 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Rally Integration – Integration Object Instance
  58. 58. 58 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Rally Integration – Integration Object Instance
  59. 59. 59 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM / VersionOne Integration Flow
  60. 60. 60 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Agile Project Mgmt. 3rd Party Add-ons Dev/QA Tools The JIRA® Ecosystem Collaboration
  61. 61. 61 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD 50000 foot overview on how JIRA is structured JIRA Agile • Epics • Stories • Defects • Sprints • Boards • Agile Reports IssueProject Tag: Version
  62. 62. 62 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Prospective Integrated Workflow for Jira Project • Agile Project Kickoff • Work Synchronization • Capacity Allocation • Development Effort (Hrs) • Per resource • Per day • Per task • Project Tasks = epics, stories, defects • Name • Assignee • Start Date • End Date • % Complete • Total Story Points • Completed Story Points • Project = Project • Name • Description • Start Date • End Date Link Project Time Sheets Work Sync
  63. 63. 63 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD APIs –The Differentiating Design Our APIs are going to be a differentiator in the market and help us attain velocity. Simple •Easy to build, extend, maintain, discover and consume Consistent •Standard patterns and metaphors; know one, know all Flexible •Works equally well for partners and customers Lightweight •Consumer of the API can control the verbosity Scalable •Statelessness lends itself for infinite horizontal scalability
  64. 64. 64 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Interacting with the New RESTful APIs  More than an integration: a Platform for connection  Non-brittle – build once and upgrade seamlessly  Available for other integrations (ex: Jira)
  65. 65. 65 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Future Roadmap
  66. 66. 66 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM Initiative Feature Project Product Manager Portfolio Manager Product Owner ScrumMaster SW Engineer QA Engineer TaskTask Feature Portfolio Manager 1. Teams perform work in Rally using standard Agile proceses Collaborators are Aggregated 2. Rally users involved in delivery (collaborators)are aggregated 3. PPM Task rosters are populated using Rally Collaborators Team Rosters w/ Collaborators ✓ ✓ ✓OnPrem SaaS / OnDemand Rally PPM Product Owner ScrumMaster SW Engineer QA Engineer CA PPM / Rally Integration (Phase 2)
  67. 67. 67 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM Initiative Feature Project Product Manager Portfolio Manager Product Owner ScrumMaster SW Engineer QA Engineer TaskTask Feature Portfolio Manager Teams can track time in PPM Time tracking in PPM ✓ ✓ ✓OnPrem SaaS / OnDemand Rally PPM CA PPM / Rally Integration (Phase 2)
  68. 68. 68 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM Initiative Feature Project Product Manager Portfolio Manager Product Owner ScrumMaster SW Engineer QA Engineer TaskTask Feature Portfolio Manager 1. Teams track time using Task, Stories, Defects in Rally 2. Time Tracking data is populated by Feature into Tasks Time Tracking in Rally ✓ ✓ ✓OnPrem SaaS / OnDemand Rally PPM CA PPM / Rally Integration (Phase 2)
  69. 69. 69 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD RallyPPM Initiative Feature Project Project Manager TaskTask Feature 1.Tasks are created, and approved in PPM 2. Features are are created in Rally Product Manager Task Initiation in PPM ✓ ✓ ✓OnPrem SaaS / OnDemand Rally PPM CA PPM / Rally Integration (Phase 2)
  70. 70. 70 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD ✓ ✓ ✓ ✓OnPrem SaaS / OnDemand Rally PPM CA PPM / Rally Integration (Phase 2)  Other Enhancements – Milestone and Release Passback – Easy traversal to Rally with URL Links to Rally artifacts – Rally OnPrem support with Basic Auth – Integration Admin page support with Rally Integration Headers – Simplified Configuration process
  71. 71. 71 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD PPM Project Project Manager TaskTask 2.Scope changes aggregated to the Feature/Initiative Real Time Work Status Updates Rally Initiative Feature Product Manager Product Owner ScrumMaster SW Engineer QA Engineer Feature Portfolio Manager 1. Agile teams add or remove scope 3. PPM is notifiedof each of the changes immediately 4. PPM reflects the current Rally status immediately Webhookevent Webhookevent Webhookevent ✓ ✓ ✓*OnPrem SaaS / OnDemand Rally PPM CA PPM / Rally Integration (Later Phase)
  72. 72. 72 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Q & A
  73. 73. 73 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD For More Information To learn more, please visit: http://cainc.to/Nv2VOe CA World ’15

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