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Distributed Agile
Development
Case studies of different setups and
techniques used


By István Margetin



2011 © EPAM Systems
Introduction


Istvan Margetin
Senior project manager

-   Joined EPAM in 2002
-   Specialized in agile accounts since 2007
-   Member of the Agile Enthusiasts EPAM community
-   Stakeholder of #9




                      2010 © EPAM Systems            2
Agenda




         1   The challenge

         2   Case study: Screwfix

         3   Case study: Fitch Ratings

         4   Case study: Hotels.com

         5   Summary




                         2010 © EPAM Systems   3
The Challenge

            Manifesto for Agile Software Development
                We are uncovering better ways of developing
                software by doing it and helping others do it.
                 Through this work we have come to value:


     Individuals and interactions over processes and tools
      Working software over comprehensive documentation
       Customer collaboration over contract negotiation
         Responding to change over following a plan
                  That is, while there is value in the items on
                the right, we value the items on the left more.

                            http://agilemanifesto.org/


                         2010 © EPAM Systems                      4
Agenda




         1   The challenge

         2   Case study: Screwfix

         3   Case study: Fitch Ratings

         4   Case study: Hotels.com

         5   Summary




                         2010 © EPAM Systems   5
Screwfix                                       The customer


Screwfix Direct
Screwfix Direct is the fastest growing company in Kingfisher plc, a
FTSE 100 Global “Home Improvement” retailing group (B&Q, Brico
Depot, Castorama, Hornbach, Screwfix) with $18bn annual sales.
Screwfix sell online (100K parcels dispatched weekly) and through
over 140 retail trade counters. They sell tools, fixtures and fittings to
the home and trade markets.




                         2010 © EPAM Systems                            6
Screwfix                                      Project Vision


Project vision
Screwfix was looking to change both its development approach and
step change its existing legacy systems into a platform that is robust
and scalable for the future.
The existing architecture couldn’t keep up with the business growth
in processing capacity. Demands for new functionality required
process changes to increase the speed of delivery.




                        2010 © EPAM Systems                              7
Screwfix                                               Locations involved




                   2007-2010                                                 Now
 Yeovil – Management, Business stakeholders, BA         Yeovil – Management, Business stakeholders,
 & TA team, development team                            Reduced BA & TA team, 1 development triplet
 Budapest – development team                            Kiev – Scrum masters, Development team
 Kiev – development team




                                 2010 © EPAM Systems                                                  8
Screwfix                                    Agile rollout 1/2


    • An Agile coaching programme was applied across the single
      (Screwfix & EPAM) team. The coaching and education
      investment was made in all team members (regardless of
      organisation).
    • Screwfix implemented a staged approach to the Agile and XP
      roll-out to ensure both developers and the business
      completed the journey.
    • Commited to the vision of ‘one development community,
      regardless of employer’
    • Started with very heavy EPAM onsite presence (30+), which
      gradually decreased and got replaced by frequent visits in
      both directions



                      2010 © EPAM Systems                          9
Screwfix                                                               Agile rollout 2/2




 June 2007             Dec 2007           June 2008         Dec 2008           June 2009           Dec 2009       June 2010




 Daily Stand Up
                                       Test Driven                     Automated Acceptance
       Meetings                                                                                               Constant
                     Iteration Zero          Development                    Testing


                        Agile & XP Journey
                                                                                                              Retrospection,
         Comparative Estimation                                                         Pomodoro
                                                                                                              Process
                     Planning meetings                                                                        refining and
      Show and Tells                                  Voluntary Pair XP Programming Contest                   Planning
                                                           Programming
                  Retrospectives                                                        Compulsory Pair
                                   Continuous Integration
                                                                                            Programming




                                               2010 © EPAM Systems                                                             10
Screwfix                                                                                                                                    Development model

              Dev           QA
                      Dev
      Dev        QA
           Dev




  Informal Communication               Off Shore Project Co-
  as necessary                               ordinator
                                                                                   Screwfix Project                                                                                                                                                                                     Screwfix Programme
                                                                                         Manager                                                                                                                                                                                             Manager
                                         On Site Project Co-
                                               ordinator

     Dev         QA
        Dev                                                    D
                                                                   D
                                                                               Q
                                                                                       e
                                                                                       D
                                                                                       v
                                                                                                           A
                                                                                                           Q
                                                                                               e                   e                   A
                                                                                               D
                                                                                               v                   v
                                                                                                                               e
                                                                           D               Q
                                                                                                                               v
                                                                                                       e                   A
                      Dev         QA                                               D
                                                                                                       v
                                                                                                               e
                                                                                                               v

     Dev         QA         Dev
                                                                Informal Communication as                                              Off Shore Project Co-

        Dev                                                     necessary                                                                                ordinator
                                                                                                                                                                             Screwfix Project Manager

                                                                                                                                           On Site Project Co-
                                                                                                                                                             ordinator


                                                                       D               Q
                                                                                                   e                   A
                                                                               D
                                                                                                   v
                                                                                                           e
                                                               D               Q               D           v       Q
                                                                                       e                   A                   e             A
                                                                   D                                   D
                                                                                       v                                       v
                                                                                               e                                   e
                                                                                               v                                   v



                                                                                                                                                                         D                Q
                                                                                                                                                                                                  e                   A

•Resources are planned in “Triplets” – 2 x Developer + 1 x Tester
                                                                                                                                                                              D                   D                   Q
                                                                                                                                                                                                  v                           e                   A
                                                                                                                                                                                                          e
                                                                                                                                                                                                          D
                                                                                                                                                                                                          v                   v
                                                                                                                                                                                                                                          e
                                                                                                                                                                                      D               Q
                                                                                                                                                                                                                                          v

•On shore co-ordinators can be Screwfix or EPAM resources
                                                                                                                                                                                                                  e                   A
                                                                                                                                                                                              D
                                                                                                                                                                                                                  v
                                                                                                                                                                                                                          e
                                                                                                                                                                                                                          v


•Each co-ordinator has 2-4 triplets depending on project.                                                                                                                Informal Communication as                                                Off Shore Project Co-

•Offshore triplets are entirely EPAM                                                                                                                                     necessary                                                                                  ordinator


                                                                                                                                                                                                                                                      On Site Project Co-
                                                                                                                                                                                                                                                                                    Screwfix Project Manager




•Proportions of Offshore and Onshore Triplets change with projects.                                                                                                               D               Q
                                                                                                                                                                                                                                                                        ordinator



                                                                                                                                                                                                              e                   A
                                                                                                                                                                                          D
                                                                                                                                                                                                              v
                                                                                                                                                                                                                      e
                                                                                                                                                                         D                Q               D           v       Q
                                                                                                                                                                                                  e                   A                   e             A
                                                                                                                                                                              D                                   D
                                                                                                                                                                                                  v                                       v
                                                                                                                                                                                                          e                                   e
                                                                                                                                                                                                          v                                   v




                                                         2010 © EPAM Systems                                                                                                                                                                                                                                   11
Screwfix                                               Tools

 •   Our Strategy – To open as many communication channels as possible, build and encourage
     relationships and let the teams decide how they prefer to communicate.


                                                                     Dedicated fixed
                                                                    VPN between
                                                                    Screwfix and EPAM
                                                                    IP Phone Systems
                                                                    Linked
                                                                    Chat Rooms
                                                                    Enabled




                                 2010 © EPAM Systems                                          12
Screwfix                         The results




           2010 © EPAM Systems                 13
Agenda




         1   The challenge

         2   Case study: Screwfix

         3   Case study: Fitch Ratings

         4   Case study: Hotels.com

         5   Summary




                         2010 © EPAM Systems   14
Fitch Ratings                                     The customer

Fitch Ratings
Dual-headquartered in New York and London with 50 offices worldwide, Fitch
Ratings is a global rating agency providing rating, credit opinions, research and
data. Fitch Ratings’ global expertise draws on local market knowledge and spans
across the fixed-income universe.

Fitch Solutions
Since 2008, Fitch Solutions has offered a range of comprehensive data, analytical
tools and risk services to fixed-income investors and other market participants.
The firm also distributes Fitch Ratings' credit ratings, research and data through a
variety of platforms. Product offerings cover research services, risk and
performance analytics, structured finance solutions, pricing and valuation
services, quantitative analytics and training.

Fitch Ratings and Fitch Solutions are part of the Fitch Group, a majority-owned
subsidiary of Fimalac, S.A., headquartered in Paris, France.

                            2010 © EPAM Systems                                     15
Fitch Ratings                                Project vision


The Vision
Fitch Ratings was looking to develop and roll-out a common
platform for their local websites, and in time port the global website
over as well. Their existing systems lacked centralization and didn’t
support report distribution and translation, neither single sign-on
for customers of both local and the global sites.
The Japanese site was selected as a candidate to pilot the project,
built on top of the Tridion SDL content management system.
Existing reports were to be automatically imported from the global
website, offered for translation based on a complex workflow. Also
customer accounts were shared between the global website and
the Tridion platform.



                       2010 © EPAM Systems                          16
Fitch Ratings                         Locations involved




                                       Chicago – Development team
                                       New York – Fitch Management
                                       London – Fitch Management
                                       Budapest – Epam Management
                                       Lviv – BA & TA team, Development team
                                       Tokyo – Business stakeholders



                2010 © EPAM Systems                                            17
Fitch Ratings                               Agile processes


Fitch Solutions already had an established agile process, that we
tailored to the project’s needs based on Epam’s experience and the
geological constraints

2 week iterations
Planning games
Sprint reviews
Daily Stand-ups
Retrospectives




                      2010 © EPAM Systems                        18
Fitch Ratings                         Tools



                                               Dedicated fixed
                                              VPN between Fitch
                                              Ratings and EPAM




                2010 © EPAM Systems                               19
Fitch Ratings                         The results




                2010 © EPAM Systems                 20
Agenda




         1   The challenge

         2   Case study: Screwfix

         3   Case study: Fitch Ratings

         4   Case study: Hotels.com

         5   Summary




                         2010 © EPAM Systems   21
Hotels.com                                  The customer


Hotels.com
As a member of the Expedia Inc. family of companies, Hotels.com is
one of the largest retailers of travel on the Internet.




                      2010 © EPAM Systems                        22
Hotels.com                                   Project vision


Project vision
Epam took the project over from a previous provider in July, 2007.
After half a year, the team started working on delivering brand new
features. We are working on continuously improving the website,
delivering internal tools for administration and maintenance
activities and recently started implementing Hotels.com’s mobile
strategy, the results of which are a mobile optimised website, an
iPhone and an android native application so far.




                       2010 © EPAM Systems                        23
Hotels.com                         Locations involved




                                   London – Management, Business stakeholders,
                                   BA & TA team
                                   Budapest – BA & TA team, Development team
                                   Szeged – Development team



             2010 © EPAM Systems                                                 24
Hotels.com                                     Agile processes 1/2


    • Started as a waterfall project with a resource pool forming
      new projects on demand
    • Time to market with new features was a challenge
       • Shorter development and release cycle was required,
       • Without comprimising quality
    • Scrum was piloted on 2 teams, and rolled out in January 2010
    • Moved to a full scrum environment by now with 10
      established scrum teams and 5 supporting teams, each having
      dedicated Scrum Masters and Product Owners, separate
      backlogs and clear ownership of functional areas




                         2010 © EPAM Systems                         25
Hotels.com                                  Agile processes 2/2


Continuous integration environment has been established with high
automated test coverage both on the unit test and on the end-to
end test level to support quality (“fail fast”)




                      2010 © EPAM Systems                         26
Hotels.com                         Tools



                                            Dedicated fixed
                                           VPN between
                                           Hotels.com and EPAM
                                            Frequent travels




             2010 © EPAM Systems                                 27
Hotels.com                         The results




             2010 © EPAM Systems                 28
Agenda




         1   The challenge

         2   Case study: Screwfix

         3   Case study: Fitch Ratings

         4   Case study: Hotels.com

         5   Summary




                         2010 © EPAM Systems   29
Summary                                     Key items to make distributed agile a
                                               success 1/2
Technology – Set the teams up for success

• The teams on all locations should have access to the same
  resources
• Shared calendars




                      2010 © EPAM Systems                                           30
Summary                                      Key items to make distributed agile a
                                                success 2/2
Communication – Trust & Respect

• Building trust between the teams, especially between customer
  and offshore partner is essential. Once built, trust also needs to
  be maintained!
• Schedule frequent travels, to both directions
• Each location should have an equal voice




                       2010 © EPAM Systems                                           31
Thanks
for Your Attention
EPAM Systems — Distributed Agile Development
By
István Margetin
Senior Project Manager
Budapest office, Budapest, Hungary




EPAM Systems
41 University Drive, Suite 202 | Newtown, PA 18940
p: +1 267 759 9000 | f: +1 +1 267 759 8989 | e: info@epam.com | w: www.epam.com

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Distributed Agile Development

  • 1. Distributed Agile Development Case studies of different setups and techniques used By István Margetin 2011 © EPAM Systems
  • 2. Introduction Istvan Margetin Senior project manager - Joined EPAM in 2002 - Specialized in agile accounts since 2007 - Member of the Agile Enthusiasts EPAM community - Stakeholder of #9 2010 © EPAM Systems 2
  • 3. Agenda 1 The challenge 2 Case study: Screwfix 3 Case study: Fitch Ratings 4 Case study: Hotels.com 5 Summary 2010 © EPAM Systems 3
  • 4. The Challenge Manifesto for Agile Software Development We are uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value: Individuals and interactions over processes and tools Working software over comprehensive documentation Customer collaboration over contract negotiation Responding to change over following a plan That is, while there is value in the items on the right, we value the items on the left more. http://agilemanifesto.org/ 2010 © EPAM Systems 4
  • 5. Agenda 1 The challenge 2 Case study: Screwfix 3 Case study: Fitch Ratings 4 Case study: Hotels.com 5 Summary 2010 © EPAM Systems 5
  • 6. Screwfix The customer Screwfix Direct Screwfix Direct is the fastest growing company in Kingfisher plc, a FTSE 100 Global “Home Improvement” retailing group (B&Q, Brico Depot, Castorama, Hornbach, Screwfix) with $18bn annual sales. Screwfix sell online (100K parcels dispatched weekly) and through over 140 retail trade counters. They sell tools, fixtures and fittings to the home and trade markets. 2010 © EPAM Systems 6
  • 7. Screwfix Project Vision Project vision Screwfix was looking to change both its development approach and step change its existing legacy systems into a platform that is robust and scalable for the future. The existing architecture couldn’t keep up with the business growth in processing capacity. Demands for new functionality required process changes to increase the speed of delivery. 2010 © EPAM Systems 7
  • 8. Screwfix Locations involved 2007-2010 Now Yeovil – Management, Business stakeholders, BA Yeovil – Management, Business stakeholders, & TA team, development team Reduced BA & TA team, 1 development triplet Budapest – development team Kiev – Scrum masters, Development team Kiev – development team 2010 © EPAM Systems 8
  • 9. Screwfix Agile rollout 1/2 • An Agile coaching programme was applied across the single (Screwfix & EPAM) team. The coaching and education investment was made in all team members (regardless of organisation). • Screwfix implemented a staged approach to the Agile and XP roll-out to ensure both developers and the business completed the journey. • Commited to the vision of ‘one development community, regardless of employer’ • Started with very heavy EPAM onsite presence (30+), which gradually decreased and got replaced by frequent visits in both directions 2010 © EPAM Systems 9
  • 10. Screwfix Agile rollout 2/2 June 2007 Dec 2007 June 2008 Dec 2008 June 2009 Dec 2009 June 2010 Daily Stand Up Test Driven Automated Acceptance Meetings Constant Iteration Zero Development Testing Agile & XP Journey Retrospection, Comparative Estimation Pomodoro Process Planning meetings refining and Show and Tells Voluntary Pair XP Programming Contest Planning Programming Retrospectives Compulsory Pair Continuous Integration Programming 2010 © EPAM Systems 10
  • 11. Screwfix Development model Dev QA Dev Dev QA Dev Informal Communication Off Shore Project Co- as necessary ordinator Screwfix Project Screwfix Programme Manager Manager On Site Project Co- ordinator Dev QA Dev D D Q e D v A Q e e A D v v e D Q v e A Dev QA D v e v Dev QA Dev Informal Communication as Off Shore Project Co- Dev necessary ordinator Screwfix Project Manager On Site Project Co- ordinator D Q e A D v e D Q D v Q e A e A D D v v e e v v D Q e A •Resources are planned in “Triplets” – 2 x Developer + 1 x Tester D D Q v e A e D v v e D Q v •On shore co-ordinators can be Screwfix or EPAM resources e A D v e v •Each co-ordinator has 2-4 triplets depending on project. Informal Communication as Off Shore Project Co- •Offshore triplets are entirely EPAM necessary ordinator On Site Project Co- Screwfix Project Manager •Proportions of Offshore and Onshore Triplets change with projects. D Q ordinator e A D v e D Q D v Q e A e A D D v v e e v v 2010 © EPAM Systems 11
  • 12. Screwfix Tools • Our Strategy – To open as many communication channels as possible, build and encourage relationships and let the teams decide how they prefer to communicate.  Dedicated fixed VPN between Screwfix and EPAM IP Phone Systems Linked Chat Rooms Enabled 2010 © EPAM Systems 12
  • 13. Screwfix The results 2010 © EPAM Systems 13
  • 14. Agenda 1 The challenge 2 Case study: Screwfix 3 Case study: Fitch Ratings 4 Case study: Hotels.com 5 Summary 2010 © EPAM Systems 14
  • 15. Fitch Ratings The customer Fitch Ratings Dual-headquartered in New York and London with 50 offices worldwide, Fitch Ratings is a global rating agency providing rating, credit opinions, research and data. Fitch Ratings’ global expertise draws on local market knowledge and spans across the fixed-income universe. Fitch Solutions Since 2008, Fitch Solutions has offered a range of comprehensive data, analytical tools and risk services to fixed-income investors and other market participants. The firm also distributes Fitch Ratings' credit ratings, research and data through a variety of platforms. Product offerings cover research services, risk and performance analytics, structured finance solutions, pricing and valuation services, quantitative analytics and training. Fitch Ratings and Fitch Solutions are part of the Fitch Group, a majority-owned subsidiary of Fimalac, S.A., headquartered in Paris, France. 2010 © EPAM Systems 15
  • 16. Fitch Ratings Project vision The Vision Fitch Ratings was looking to develop and roll-out a common platform for their local websites, and in time port the global website over as well. Their existing systems lacked centralization and didn’t support report distribution and translation, neither single sign-on for customers of both local and the global sites. The Japanese site was selected as a candidate to pilot the project, built on top of the Tridion SDL content management system. Existing reports were to be automatically imported from the global website, offered for translation based on a complex workflow. Also customer accounts were shared between the global website and the Tridion platform. 2010 © EPAM Systems 16
  • 17. Fitch Ratings Locations involved Chicago – Development team New York – Fitch Management London – Fitch Management Budapest – Epam Management Lviv – BA & TA team, Development team Tokyo – Business stakeholders 2010 © EPAM Systems 17
  • 18. Fitch Ratings Agile processes Fitch Solutions already had an established agile process, that we tailored to the project’s needs based on Epam’s experience and the geological constraints 2 week iterations Planning games Sprint reviews Daily Stand-ups Retrospectives 2010 © EPAM Systems 18
  • 19. Fitch Ratings Tools  Dedicated fixed VPN between Fitch Ratings and EPAM 2010 © EPAM Systems 19
  • 20. Fitch Ratings The results 2010 © EPAM Systems 20
  • 21. Agenda 1 The challenge 2 Case study: Screwfix 3 Case study: Fitch Ratings 4 Case study: Hotels.com 5 Summary 2010 © EPAM Systems 21
  • 22. Hotels.com The customer Hotels.com As a member of the Expedia Inc. family of companies, Hotels.com is one of the largest retailers of travel on the Internet. 2010 © EPAM Systems 22
  • 23. Hotels.com Project vision Project vision Epam took the project over from a previous provider in July, 2007. After half a year, the team started working on delivering brand new features. We are working on continuously improving the website, delivering internal tools for administration and maintenance activities and recently started implementing Hotels.com’s mobile strategy, the results of which are a mobile optimised website, an iPhone and an android native application so far. 2010 © EPAM Systems 23
  • 24. Hotels.com Locations involved London – Management, Business stakeholders, BA & TA team Budapest – BA & TA team, Development team Szeged – Development team 2010 © EPAM Systems 24
  • 25. Hotels.com Agile processes 1/2 • Started as a waterfall project with a resource pool forming new projects on demand • Time to market with new features was a challenge • Shorter development and release cycle was required, • Without comprimising quality • Scrum was piloted on 2 teams, and rolled out in January 2010 • Moved to a full scrum environment by now with 10 established scrum teams and 5 supporting teams, each having dedicated Scrum Masters and Product Owners, separate backlogs and clear ownership of functional areas 2010 © EPAM Systems 25
  • 26. Hotels.com Agile processes 2/2 Continuous integration environment has been established with high automated test coverage both on the unit test and on the end-to end test level to support quality (“fail fast”) 2010 © EPAM Systems 26
  • 27. Hotels.com Tools  Dedicated fixed VPN between Hotels.com and EPAM  Frequent travels 2010 © EPAM Systems 27
  • 28. Hotels.com The results 2010 © EPAM Systems 28
  • 29. Agenda 1 The challenge 2 Case study: Screwfix 3 Case study: Fitch Ratings 4 Case study: Hotels.com 5 Summary 2010 © EPAM Systems 29
  • 30. Summary Key items to make distributed agile a success 1/2 Technology – Set the teams up for success • The teams on all locations should have access to the same resources • Shared calendars 2010 © EPAM Systems 30
  • 31. Summary Key items to make distributed agile a success 2/2 Communication – Trust & Respect • Building trust between the teams, especially between customer and offshore partner is essential. Once built, trust also needs to be maintained! • Schedule frequent travels, to both directions • Each location should have an equal voice 2010 © EPAM Systems 31
  • 32. Thanks for Your Attention EPAM Systems — Distributed Agile Development By István Margetin Senior Project Manager Budapest office, Budapest, Hungary EPAM Systems 41 University Drive, Suite 202 | Newtown, PA 18940 p: +1 267 759 9000 | f: +1 +1 267 759 8989 | e: info@epam.com | w: www.epam.com