SAFe Implementation Unicorns at McKesson

1. World®
’16
SAFe Implementation
Unicorns at McKesson
Tim Kelly - Executive Director of Technology
Heather Wilson - Sr. Director of Portfolio and Program Management
McKesson
AMX44S
AGILE MANAGEMENT

2. 2 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
© 2016 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2016 presentation is intended for informational purposes only and does not form any type
of warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA.
For Informational Purposes Only
Terms of this Presentation

3. 3 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Abstract
Join this session to learn how one business unit at McKesson successfully implemented the
Scaled Agile Framework (SAFe) and added unique and critical components including: Happiness
Metrics (the predictor for future gamification success); Value Stream Sprint Retrospectives
(social accountability and learning); and Financial KPIs (managing the Portfolio).
Tim Kelly
Heather
Wilson
McKesson
Executive Director
Sr. Director

4. 4 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Agenda
INTRODUCTION
THE TEAM & TRANSFORMATION
CONCLUSION
UNICORN: PORTFOLIO
UNICORN: MANAGING THE PROCESS
UNICORN: METRICS
1
2
3
4
5
6

5. 5 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Introduction
Bruce Lee & Unicorns
“Absorb what is useful, discard what is not.
Add what is uniquely yourown.” Bruce Lee

6. 6 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
The Team & Transformation
McKesson BPS Technology team
– We’re part of a Fortune Five company
– The systems support over $19B of
healthcare patient transactions and
$650M in revenue
– Our customers are largely internal
Business Owners
– Leveraging Scaled Agile Framework (SAFe)
as our execution model
§ Four Trains, 23 scrum teams
§ Decentralized teams
The Team Landscape

7. 7 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
The Team & Transformation
Before SAFe
41%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
Pre SAFe
Very Happy or Excited
§ Lack of good measurement
§ Little prioritization
§ Little transparency to work in
progress
§ Stakeholders not engaged
§ Inability to plan strategic work

8. 8 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
The Transformation
§ Transitioned into SAFe 35 weeks ago
§ Certified and trained our leaders and teams
§ Partnered with CA Technologies
§ Made the transformation budget neutral
Transformation to SAFe

9. 9 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
The Team & Transformation
Unicorn: Leveraged SAFe to plan & execute the transformation

10. 10 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Unicorn: Portfolio
Attributes to Manage the Portfolio
0
100
200
300
400
500
600
700
800
900
1000
$0
$20,000
$40,000
$60,000
$80,000
$100,000
$120,000
$140,000
$160,000
Feature Points Budgeted Revenue
§ Follow SAFe Portfolio
Kanban
§ Currency is Feature
Point
§ Added attributes for
each Feature
– Customer
– Investment Category
– Size

11. 11 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
0.00
100.00
200.00
300.00
400.00
500.00
600.00
700.00
800.00
900.00
1000.00
Feature Points by Investment
Mait Short Term Strategic Cost Savings TBD
Maintenance
53%
Short Term
21%
Strategic
16%
Cost Savings
10%
Investment Category
Maintenance Short Term Strategic Cost Savings
Unicorn: Portfolio

12. 12 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
PI – 10 weeks
PI – 8 weeks
PI - 6 weeksPI -4 weeks
PI – 2 weeks
Unicorn: Managing the Process
Leverage SAFe Lifecycle to Manage the Process
§ Product Managers update Product Vision
§ Top ten features are prioritized ahead
of time using WSJF
§ RTE has prepared and announced
events, agenda, attendance, venue
§ Product Management decomposes
Initiatives into Features, as capacity
allows
§ Product Managers refine the features & roughly scope
the upcoming PI
§ Teams determine % needed for unplanned work
§ Program Stakeholders are Engaged
§ Portfolio Steering Committee meeting
§ Program backlog is ready and socialized with
Product Owners
§ Product owners have team backlogs refined and
ready
§ Product Managers update the product roadmap and
finalize the feature list
§ PI planning:
§ Teams plan& commit
§ Business Value is collected
§ Vision presentation is ready and
reviewed prior to event

13. 13 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Unicorn: Managing the Process
§ Organizational Sprint
Retrospectives
§ Collaboration Tools
Practices to Manage the Process

14. 14 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Unicorn: Metrics
Key Performance Indicators
89%
92%
98%
102%
109%
92%
95%
87%
107%
99%
83%
94%
0% 50% 100% 150%
PM Sol
IT
BI
ES
Business Value Delta
Dolphins Cubs Braves
88%
93%
94%
93%
96%
97%
98%
97%97%
82%
84%
86%
88%
90%
92%
94%
96%
98%
100%
Quality ProductivityAcceptance

15. 15 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Unicorn: Metrics
SAFe and Happiness
41%
53%
67%
63%
59%
76%
67%67%
70%
60%
0%
10%
20%
30%
40%
50%
60%
70%
80%
Pre SAFe Program Train BPS Tech BPS Business
Very Happy or Excited
Braves Cubs Dolphins

16. 16 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Conclusion
COME TOGETHER AS A LEADERSHIP TEAM
CREATE PORTFOLIO GUIDANCE
INVEST IN YOUR CULTURE AND METRICS

17. 17 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Questions?

18. 18 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Stay connected at communities.ca.com
Thank you.