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Portfolio & Roadmap: 2 tools to scale Agile


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Presenting 2 tools to help you scale your Agile organization: a Portfolio of projects and a Roadmap (inspired from the SAFe framework)

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Portfolio & Roadmap: 2 tools to scale Agile

  1. 1. Portfolio & Roadmap: 2 tools to scale Agile 1
  2. 2. Scaling…  Your Agile teams are working efficiently and improving sprint after sprint. 2 …But  They tend to work in silos.  You do not have a good overall vision of everything that is happening in the company. Neither do your teams.  You have high-level prioritization issues.  You have dependency difficulties between teams.  How can you scale your Agile organization?
  3. 3. Process Overview 3 Formalize the Project Collaborative Specifications Development Validation Release to Production Assess results Evaluate and prioritize AGILE PRODUCTION Idea Owner 2 TOOLS: PORTFOLIO OF PROJECTS + ROADMAP Lean / Kanban overall approach Scrum production cycle
  4. 4. LEVEL 1 - PORTFOLIO 4
  5. 5. Managing a Portfolio of Projects  1 portfolio to rule them all  Teams are organized based on the Scrum Agile framework, with their distinct backlogs and sprint cycles.  On top of it, we want to manage an overall aggregated view of all the Projects in our production pipeline. 5  Main principles: 1. Simple 2. Focus on value 3. Allows for continuous improvement of the process and the production flow
  6. 6. The Dashlane Portfolio  Project Owner role:  Anybody can come up with an idea. But he must take ownership and drive the Project from start to the end, with the support of all teams.  Any type of Project should be formalized, whatever the size and domain: business, marketing, product, tech…  Formalize the Project  Title  Short Description  Owner  Business Value: t-shirt size increase in revenue estimated for 1 year after launch  Cost: t-shirt size macro estimate of a budget  KPI: define the metrics that will allow to assess the results of the projects  Optional: links to Mockups / Sketches / Other info 6
  7. 7. The Dashlane Portfolio  A high-level view of our projects at Dashlane  To build the right thing at the right time  Anticipate cross-team coordination 7
  9. 9. Prioritize  Roadmap Meeting every 6 weeks to review the backlog and prioritize the next Top Projects to be produced.  Feedback Loop with the teams.  Top-Down + Bottom-Up approach.  Output is used to:  Feed each Scrum team backlog  Manage coordination and cross-dependencies  Build and Communicate a quarterly Roadmap. 9
  10. 10. ROI  What’s the value of a project?  Evaluate Cost / Budget vs expected Profit  T-Shirt size it.  Build a ROI matrix. 10
  11. 11. Dashlane ROI Matrix 11
  12. 12. LEVEL 3 – ROADMAP 12
  13. 13. Prioritize  1 roadmap for the battle plan  Quarterly (for Dashlane)  Respect the limits of Work In Progress (Kanban way) for each team, to avoid too much parallel work. 13
  14. 14. Limit Work In Progress  Kanban way.  To be more efficient through Focus.  Reduce multi-tasking.  Stop Starting. Start Finishing. 14
  15. 15. The Dashlane Roadmap  A quarterly Roadmap to give consistent vision and scope 15
  16. 16. LEVEL 4 - BONUS 16
  17. 17. The Skateboard approach  Don't do "BIG" projects.  From the start think and build iteratively. Deliver value at each iteration.  Avoid Big Bang delivery for complex, innovative product development. Do it iteratively and incrementally. 17  What is the minimum project you can build to start learning?  What’s your skateboard? Think of the skateboard as a metaphor for the smallest thing you can put in the hands of real users, and get real feedback.
  18. 18. The Asteroids Metaphor  Build hierarchical backlogs, adapted to different levels of communication and planning: from portfolio projects to user stories  Avoid anticipating too much: plan in details for the short- term, keep an eye on the big- picture  Keep the ability to change course 18
  19. 19. Evaluate results  Was the project a success?  3 months after project delivery:  Evaluate the KPI defined at the beginning of the Project to assess if it was a success.  Compare the original assumptions vs reality: actual benefits, actual workload.  Quarterly Feedback loop to the team:  Celebrate success  Learn on failure 19
  20. 20. Portfolio Metrics  To continuously improve our process.  Quarterly « process » retrospective.  Track  Cycle time = the time spent delivering a project = duration between « Next Priority » and « Release to Production »  Sucess Rate = proportion of successful vs failed projects 20
  21. 21. Questions? 21
  22. 22. APPENDIX 22
  23. 23. SAFe Framework 1. Portfolio of projects 2. Roadmap  Inspired from SAFe: 23
  24. 24. We’re changing the world… one password at a time Dashlane wants to make identity and payment simple and secure everywhere! 24 Want to be a part of life in the Dashlane? Visit for all the info! Dashlane is a premier, award-winning password manager and digital wallet, intrinsically designed to make identity and payments simple and secure on every website and every device. We’re a rapidly growing, tech startup using the world’s best security and privacy architecture to simplify the lives of more than 3 billion Internet users worldwide. Since our first product launch in 2013, our brilliant team of engineers and developers tirelessly work on new coding challenges, build code using the latest up-to-date frameworks for native development across desktop and mobile, use cutting-edge web service architecture, and are at the forefront of building applications that help millions of people every day! So far, all of our hard work has been paying off! Dashlane was recently recognized by Google as one of the “Best of 2015” apps! Google also recognized our Android password manager as an Editors’ Choice winner on the Google Play Store, and selected Dashlane to demo its adoption of Android M fingerprint technology at Google I/O!
  25. 25. We work with the latest technology! See our code in action! Check out some of our projects on Github! In addition, each member of the Dashlane team can take some time to share his insights in Tech Conferences and become a thought leader in the tech community. 25 Alexis Fogel @ Droid Con Emmanuel Schalit @ The Dublin Web Summit Emmanuel Schalit @ Le Wagon Desktop Mobile Web App/Server Security Dashlane is dedicated to building high-quality user experiences on Mobile, Desktop, and on the web using the latest up-to-date technologies and languages.
  26. 26. Ready to join #LifeInTheDashlane? We’re filling our ranks from top to bottom with some of the smartest and friendliest developers and engineers in the industry! Come join us! Visit to learn more about joining the Dashlane team! 26 Also visit us here: