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1
Prepared By:
Fall 2015
www.MatrixRes.com
Application Development
Agile for Sales
Dr. Gail Ferreira
Agile Practice Leader
2
Agile Project Management
3
1 MATRIX Confidential
Founded in 1983 – 31 Years
IT Solutions Experience
Privately-held, nearly $200M Technology
Services Company – Top 25 in the U.S.
National Firm with IT as Primary Focus.
 Headquartered in Atlanta
 15 offices across the U.S.
 Nationwide and Worldwide recruiting ability
MATRIX OVERVIEW
O N S H O R E
O F F S H O R E
D E L I V E R Y
C E N T E R S
Hyderabad
Bangalore
MATRIX Office
MATRIX Virtual Office
Offshore Delivery Center
MATRIX Office & Delivery Center
States MATRIX has supplied resources
1 MATRIX Confidential
Founded in 1983 – 31 Years
IT Solutions Experience
Privately-held, nearly $200M Technology
Services Company – Top 25 in the U.S.
National Firm with IT as Primary Focus.
 Headquartered in Atlanta
 15 offices across the U.S.
 Nationwide and Worldwide recruiting ability
MATRIX OVERVIEW
O N S H O R E
O F F S H O R E
D E L I V E R Y
C E N T E R S
Hyderabad
Bangalore
MATRIX Office
MATRIX Virtual Office
Offshore Delivery Center
MATRIX Office & Delivery Center
States MATRIX has supplied resources
4
3 MATRIX Confidential
MATRIX OVERVIEW
 2,300+ IT Positions Filled in 2013.
 1,500+ MATRIX Consultants on Staff.
 75+ Recruiters company-wide, plus 30 Offshore Recruiters.
 Solutions Practice successfully delivered 900+ projects for 140 different clients.
 Flexible Solutions Delivery Models–Onsite, Offshore, Hybrid.
55
Common Definition of Agile
6
77
Agile Manifesto
1.Individuals and interactions over processes
and tools
2.Working software over comprehensive
documentation
3.Customer collaboration over contract
negotiation
4.Responding to change over following a plan
88
Agile for Sales
So how do we use these concepts for sales?
99
Understand the Why
Why – How – What? – Simon Sinek
WhatHowWhy?
How?
What?
1010
Understand Value
1.Value – the one key metric to rule them all
1111
Common Definition of Value
1.Value in business markets is the worth in
monetary terms of the technical, economic,
service, and social benefits a customer receives
in exchange for the price it pays for a market
offering.
“Everything is worth what its purchaser will pay for it.”
Anderson & Narus (1998) – Business Marketing: Understanding what
customers want. Harvard Business Review.
1212
Understand Key Agile Metrics
1.Value
2. Time to Value
3. Cost of Value
13
8 MATRIX Confidential
VALUE OF W HAT W E DO
Customer/User Value
 What the User likes
 Features focused
 Rewarding UX
 Easy to see
 Easy to measure
Technical Value
 Difficult to see
 Quality code
 Flexible architecture
 Managed technical debt
 Just enough documentation
Business Value
 Increase revenue
 Gain market share
 Generate sales volume
 Reduce costs
 Increase Shareholder value
1414
Tie the Why to the Value
1515
How to Tie the Why to the Value
1. Research company vision (corporate web sites,
Linked In)
2. Use Web 2.0 tools to research executives and
companies (Linked In, Marketo, SalesForce CRM,
Sugar CRM, etc.)
3. Interview executives regarding top 3-5 initiatives
4. Tie in the Agile Value Proposition
5. Create an Agile Value Model
a. Generate a set of value elements
b. Gather data (what is it worth in monetary terms)
c. Create value based sales tools
1616
Tie the Why to the Value
1717
How Executives can Ensure Agile Adoption is
a Success
1. Executive Leadership Support
2. Increased Engagement and Attention to Outcome (over
Output)
3. Agile Principles and Values Align with Company Culture
4. Establish a Continuous Improvement Culture
5. Access to Agile Coaches and Training
18
Product Definition Drives Value Stream
ValueStream
Chief Product Owner
Product
Owner
Business
Stakeholder
Enterprise
Backlog
Enterprise
Backlog
Agile
Teams
Agile
Teams
Agile
Teams
Agile
Teams
Agile
Teams
Agile
Teams
Executive Steering
• Enable Customer
Participation
• Provide Vision
• Resolve Organizational
Impediments & Risks
• Provide Resources
• Resolve Priority
disputes
• Product Owner able to
represent decisions
made with
Stakeholders
• Stakeholders voice is
heard, differences
resolved, vision
clarified, priorities and
value established
• Represent the
Customer and Business
needs
• Use Change
Management
Executive
Backlog
Product
Backlog
Sprint
Backlog
Business
Stakeholder
• Deliver Value
• Partner w/Business
Change Management
Chief
BA
Chief
UX
Dev/Q
A Lead
Deploy
Lead
PMO
Rep
POs
Product Definition Office
Support
Functions
• Architect
• Business
Analyst
• Development
• QA
• Deployment
Business
Stakeholder
Product
Owner
Business
Stakeholder
Business
Stakeholder
Business
Stakeholder
Product
Backlog
19
Scrum Roles
 Defines features and manages the product
backlog for optimum ROI
 Prioritizes features by business value
 Works directly with the team and accepts or
rejects their work
 Defines features and manages the product
backlog for optimum ROI
 Prioritizes features by business value
 Works directly with the team and accepts or
rejects their work
Product
Owner
Product
Owner
Scrum
Master
Scrum
Master
Team
Member
Team
Member
 Ensures team is functioning and productive
 Removes barriers (impediments)
 Shields team from external interference
 Ensures the process is followed
 Facilitates planning, not a traditional PM
 Ensures team is functioning and productive
 Removes barriers (impediments)
 Shields team from external interference
 Ensures the process is followed
 Facilitates planning, not a traditional PM
 Cross functional, 7 +/- 2 members
 Self directed
 Organizes itself and tasks
 Commits to Sprint and Demos to Product
Owner
 Cross functional, 7 +/- 2 members
 Self directed
 Organizes itself and tasks
 Commits to Sprint and Demos to Product
Owner
20
Agile ScrumMaster
• Servant leader with no authority over team
• Authority over the process, ensures it’s followed
• Personal Trainer and Coach
• Ensures team is functioning and productive
• Tracks and removes barriers or impediments
• Shields team from external interference
• Helps team be accountable to stakeholders
• Facilitates planning, not a traditional PM
• Responsible, Humble, Collaborative, Committed,
Influential, Knowledgeable
21
Agile Product Owner
Accountable for Value
•An authorized representative and gatekeeper of customer value
•Bridges the gap between business and IT
•Directs the work of IT in a way to best achieve business value
•Delivers vision of the market, customer, and product
Delivers the Product Backlog
•Clearly communicates vision, goals, and features to the Development Team
•Prioritizes the Product Backlog to deliver the vision and goals
•Helps the Development Team deliver real value
•Ensure the backlog is transparent, understood, and ready to be consumed
by the Development Team
•Clarifies, to the team, the value which the customer hope to receive
22
Agile Scrum Development Team
• Cross functional – All needed roles
– Business Analyst, Systems Analyst, Database Administrator,
Systems Architect, UI Designers, Artists, Usability Engineers,
Content Developers, Developers, Testers, Automators, etc.
• Team Size
– 7 +/- 2 full time members
– Too few: big impacts if one person gone
– Too big: poor communication, reduced quality
– Work together in an Open, collocated space
• Self directed and Organized
– Determines task assignments, flow of work, and makes estimates
– Membership static during the Sprint
• Responsible and Accountable
– Commits to Sprint and Demos
– Succeeds together, fails together
– Every member is responsible for ALL work
– Working Agreements
– Responsible and Empowered for Delivery
23
Scrum in a Nutshell
Sprint
Backlog
Done
Enhancements
Defects
Customer Value
1. User Story
2. User Story
3. User Story
4. User Story
5. User Story
Product
Backlog
Goal
Feedback
Review
(Demo)
Review
(Demo)
RetrospectiveRetrospective
Sprint
Planning
Sprint
Planning
Business Strategy
Potentially
Shippable
Software
Potentially
Shippable
Software
(Iteration)
Roles
Product Owner - Requirements
Team Member - Delivery
ScrumMaster – Process & Impediments
Release
Planning
Requirements
Discovery
Requirements
Discovery
Daily Standup
or “Scrum”
PULL
FLOW
VALUE
PERFECTION
STREAM
LEARNING
6. …
24
Predictive vs. Adaptive approach
Feasibility Planning Design Develop Test Release
Feasibility
Iteration 1 Iteration 2 Iteration 3 Iteration 4 Iteration 5 Iteration N
2 weeks 2 weeks 2 weeks 2 weeks 2 weeks 2 weeks
DONE DONE DONE DONE DONE DONE
Develop
Planning
D
esign
Test
Release
Develop
Planning
Design
Test
Release
Develop
Planning
D
esign
Test
Release
Develop
Planning
Design
Test
Release
Develop
Planning
D
esign
Test
Release
Develop
Planning
Design
Test
Release
Phased (Predictive)
Incremental (Adaptive)
2525
Agile Principles – An Introduction to Scrum
25
Scrum is a framework for
managing the delivery of
a solution, via a series of
sprints (iterations)
Planning Design/Code/Test Review Retrospective
2-4 Weeks
Stand-ups/Scrums
Each sprint follows a
defined process:
Ideally, each sprint will
result in the creation of a
potentially deployable
increment of functionality
26
19 MATRIX Confidential
FOCUS ON TEAM SUCCESS
27
Incremental Delivery
• Iterations are timeboxed and regular
• All steps needed to complete the work
are done during the iteration
– Planning
– Design
– Test
– Develop
– Release
• DONE software can be released at each
iteration
• Zero defects on release
• Feature set may not be complete but
functional slices are.
Iteration N
2 weeks
DONE
Develop
Planning
Design
Test
Release
Business Value

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Agile for sales

  • 1. 1 Prepared By: Fall 2015 www.MatrixRes.com Application Development Agile for Sales Dr. Gail Ferreira Agile Practice Leader
  • 3. 3 1 MATRIX Confidential Founded in 1983 – 31 Years IT Solutions Experience Privately-held, nearly $200M Technology Services Company – Top 25 in the U.S. National Firm with IT as Primary Focus.  Headquartered in Atlanta  15 offices across the U.S.  Nationwide and Worldwide recruiting ability MATRIX OVERVIEW O N S H O R E O F F S H O R E D E L I V E R Y C E N T E R S Hyderabad Bangalore MATRIX Office MATRIX Virtual Office Offshore Delivery Center MATRIX Office & Delivery Center States MATRIX has supplied resources 1 MATRIX Confidential Founded in 1983 – 31 Years IT Solutions Experience Privately-held, nearly $200M Technology Services Company – Top 25 in the U.S. National Firm with IT as Primary Focus.  Headquartered in Atlanta  15 offices across the U.S.  Nationwide and Worldwide recruiting ability MATRIX OVERVIEW O N S H O R E O F F S H O R E D E L I V E R Y C E N T E R S Hyderabad Bangalore MATRIX Office MATRIX Virtual Office Offshore Delivery Center MATRIX Office & Delivery Center States MATRIX has supplied resources
  • 4. 4 3 MATRIX Confidential MATRIX OVERVIEW  2,300+ IT Positions Filled in 2013.  1,500+ MATRIX Consultants on Staff.  75+ Recruiters company-wide, plus 30 Offshore Recruiters.  Solutions Practice successfully delivered 900+ projects for 140 different clients.  Flexible Solutions Delivery Models–Onsite, Offshore, Hybrid.
  • 6. 6
  • 7. 77 Agile Manifesto 1.Individuals and interactions over processes and tools 2.Working software over comprehensive documentation 3.Customer collaboration over contract negotiation 4.Responding to change over following a plan
  • 8. 88 Agile for Sales So how do we use these concepts for sales?
  • 9. 99 Understand the Why Why – How – What? – Simon Sinek WhatHowWhy? How? What?
  • 10. 1010 Understand Value 1.Value – the one key metric to rule them all
  • 11. 1111 Common Definition of Value 1.Value in business markets is the worth in monetary terms of the technical, economic, service, and social benefits a customer receives in exchange for the price it pays for a market offering. “Everything is worth what its purchaser will pay for it.” Anderson & Narus (1998) – Business Marketing: Understanding what customers want. Harvard Business Review.
  • 12. 1212 Understand Key Agile Metrics 1.Value 2. Time to Value 3. Cost of Value
  • 13. 13 8 MATRIX Confidential VALUE OF W HAT W E DO Customer/User Value  What the User likes  Features focused  Rewarding UX  Easy to see  Easy to measure Technical Value  Difficult to see  Quality code  Flexible architecture  Managed technical debt  Just enough documentation Business Value  Increase revenue  Gain market share  Generate sales volume  Reduce costs  Increase Shareholder value
  • 14. 1414 Tie the Why to the Value
  • 15. 1515 How to Tie the Why to the Value 1. Research company vision (corporate web sites, Linked In) 2. Use Web 2.0 tools to research executives and companies (Linked In, Marketo, SalesForce CRM, Sugar CRM, etc.) 3. Interview executives regarding top 3-5 initiatives 4. Tie in the Agile Value Proposition 5. Create an Agile Value Model a. Generate a set of value elements b. Gather data (what is it worth in monetary terms) c. Create value based sales tools
  • 16. 1616 Tie the Why to the Value
  • 17. 1717 How Executives can Ensure Agile Adoption is a Success 1. Executive Leadership Support 2. Increased Engagement and Attention to Outcome (over Output) 3. Agile Principles and Values Align with Company Culture 4. Establish a Continuous Improvement Culture 5. Access to Agile Coaches and Training
  • 18. 18 Product Definition Drives Value Stream ValueStream Chief Product Owner Product Owner Business Stakeholder Enterprise Backlog Enterprise Backlog Agile Teams Agile Teams Agile Teams Agile Teams Agile Teams Agile Teams Executive Steering • Enable Customer Participation • Provide Vision • Resolve Organizational Impediments & Risks • Provide Resources • Resolve Priority disputes • Product Owner able to represent decisions made with Stakeholders • Stakeholders voice is heard, differences resolved, vision clarified, priorities and value established • Represent the Customer and Business needs • Use Change Management Executive Backlog Product Backlog Sprint Backlog Business Stakeholder • Deliver Value • Partner w/Business Change Management Chief BA Chief UX Dev/Q A Lead Deploy Lead PMO Rep POs Product Definition Office Support Functions • Architect • Business Analyst • Development • QA • Deployment Business Stakeholder Product Owner Business Stakeholder Business Stakeholder Business Stakeholder Product Backlog
  • 19. 19 Scrum Roles  Defines features and manages the product backlog for optimum ROI  Prioritizes features by business value  Works directly with the team and accepts or rejects their work  Defines features and manages the product backlog for optimum ROI  Prioritizes features by business value  Works directly with the team and accepts or rejects their work Product Owner Product Owner Scrum Master Scrum Master Team Member Team Member  Ensures team is functioning and productive  Removes barriers (impediments)  Shields team from external interference  Ensures the process is followed  Facilitates planning, not a traditional PM  Ensures team is functioning and productive  Removes barriers (impediments)  Shields team from external interference  Ensures the process is followed  Facilitates planning, not a traditional PM  Cross functional, 7 +/- 2 members  Self directed  Organizes itself and tasks  Commits to Sprint and Demos to Product Owner  Cross functional, 7 +/- 2 members  Self directed  Organizes itself and tasks  Commits to Sprint and Demos to Product Owner
  • 20. 20 Agile ScrumMaster • Servant leader with no authority over team • Authority over the process, ensures it’s followed • Personal Trainer and Coach • Ensures team is functioning and productive • Tracks and removes barriers or impediments • Shields team from external interference • Helps team be accountable to stakeholders • Facilitates planning, not a traditional PM • Responsible, Humble, Collaborative, Committed, Influential, Knowledgeable
  • 21. 21 Agile Product Owner Accountable for Value •An authorized representative and gatekeeper of customer value •Bridges the gap between business and IT •Directs the work of IT in a way to best achieve business value •Delivers vision of the market, customer, and product Delivers the Product Backlog •Clearly communicates vision, goals, and features to the Development Team •Prioritizes the Product Backlog to deliver the vision and goals •Helps the Development Team deliver real value •Ensure the backlog is transparent, understood, and ready to be consumed by the Development Team •Clarifies, to the team, the value which the customer hope to receive
  • 22. 22 Agile Scrum Development Team • Cross functional – All needed roles – Business Analyst, Systems Analyst, Database Administrator, Systems Architect, UI Designers, Artists, Usability Engineers, Content Developers, Developers, Testers, Automators, etc. • Team Size – 7 +/- 2 full time members – Too few: big impacts if one person gone – Too big: poor communication, reduced quality – Work together in an Open, collocated space • Self directed and Organized – Determines task assignments, flow of work, and makes estimates – Membership static during the Sprint • Responsible and Accountable – Commits to Sprint and Demos – Succeeds together, fails together – Every member is responsible for ALL work – Working Agreements – Responsible and Empowered for Delivery
  • 23. 23 Scrum in a Nutshell Sprint Backlog Done Enhancements Defects Customer Value 1. User Story 2. User Story 3. User Story 4. User Story 5. User Story Product Backlog Goal Feedback Review (Demo) Review (Demo) RetrospectiveRetrospective Sprint Planning Sprint Planning Business Strategy Potentially Shippable Software Potentially Shippable Software (Iteration) Roles Product Owner - Requirements Team Member - Delivery ScrumMaster – Process & Impediments Release Planning Requirements Discovery Requirements Discovery Daily Standup or “Scrum” PULL FLOW VALUE PERFECTION STREAM LEARNING 6. …
  • 24. 24 Predictive vs. Adaptive approach Feasibility Planning Design Develop Test Release Feasibility Iteration 1 Iteration 2 Iteration 3 Iteration 4 Iteration 5 Iteration N 2 weeks 2 weeks 2 weeks 2 weeks 2 weeks 2 weeks DONE DONE DONE DONE DONE DONE Develop Planning D esign Test Release Develop Planning Design Test Release Develop Planning D esign Test Release Develop Planning Design Test Release Develop Planning D esign Test Release Develop Planning Design Test Release Phased (Predictive) Incremental (Adaptive)
  • 25. 2525 Agile Principles – An Introduction to Scrum 25 Scrum is a framework for managing the delivery of a solution, via a series of sprints (iterations) Planning Design/Code/Test Review Retrospective 2-4 Weeks Stand-ups/Scrums Each sprint follows a defined process: Ideally, each sprint will result in the creation of a potentially deployable increment of functionality
  • 27. 27 Incremental Delivery • Iterations are timeboxed and regular • All steps needed to complete the work are done during the iteration – Planning – Design – Test – Develop – Release • DONE software can be released at each iteration • Zero defects on release • Feature set may not be complete but functional slices are. Iteration N 2 weeks DONE Develop Planning Design Test Release Business Value

Editor's Notes

  1. https://hbr.org/1998/11/business-marketing-understand-what-customers-value
  2. http://agilemanifesto.org/
  3. http://agilemanifesto.org/
  4. We need to understand why the executive wants to engage in an initiative https://www.startwithwhy.com/ https://www.youtube.com/watch?v=sioZd3AxmnE
  5. https://hbr.org/1998/11/business-marketing-understand-what-customers-value
  6. https://hbr.org/1998/11/business-marketing-understand-what-customers-value
  7. https://hbr.org/1998/11/business-marketing-understand-what-customers-value
  8. https://hbr.org/1998/11/business-marketing-understand-what-customers-value
  9. https://hbr.org/1998/11/business-marketing-understand-what-customers-value
  10. https://hbr.org/1998/11/business-marketing-understand-what-customers-value
  11. https://hbr.org/1998/11/business-marketing-understand-what-customers-value
  12. http://www.methodsandtools.com/archive/agileculture.php http://agilitrix.com/agile-adoption-transformation-resource/ http://www.slideshare.net/rallysoftware/agile-transformations-the-good-the-bad-and-the-ugly