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Agile Transformation in Real World 
1 
How to Change Minds, Deliver Amazing 
Results and Enjoy The Journey! 
Obaidur (OB) Rashid 
Senior Director, Product Development 
Oracle Corporation 
Twitter: @orashid
About Me Twitter: @orashid 
§ Bachelor & Masters in CS 
§ 15 years in the software industry 
§ Taught at College of San Mateo 
§ Cloud / SaaS / Agile enthusiast 
§ My career in a nut shell … 
2 
Oracle 
OnVantage 
StarCite 
Taleo
3 
Disclaimer # 1 
Opinions expressed in this talk 
are my own and do not reflect 
the view of my employer
4 
Road Ahead 
§ Context 
– Scope and Scale 
– Impetus for Change 
§ Highlights of the changes 
§ Results / Outcome 
§ “Tips” 
§ Q&A
5 
Context
6 
Taleo Business Edition (TBE)
7 
Distributed Team
8 
8 - 10 Weeks 
Original SDLC 
Pre Release 
Stabilization 
Code Release 
Complete 
Code 
Freeze 
Next Release Development Starts Here 
Post Release 
Support 
2 Weeks 1 Week 
5 Weeks 
2 Weeks 
... Development 
… 
Challenges 
1. Multiple focus 
2. Every release starts from behind 
3. Dev. & QA are not aligned 
4. QA is always behind and quality suffers 
5. No built in ramp up, ramp down cadence
9 
Unhappy Team! 
I wish we had more 
time to test! 
No matter how fast we run, 
we are always behind! 
There is got to be a 
better way! 
I do not like switching 
context all the time!
10 
Changes
11 
Embrace Scrum
Release n-1 Release n+1 
12 
13 Week Release Cycle 
Week 1 Week 13 
Building Blocks 
PDS – Product Development Sprint 
BFS – Bug Fix Sprint (Customer Defects) 
PRS – Product Release Sprint 
RSS – Release Stabilization Sprint 
RSS 
Team 1 
Team 2 
Team 3 
1 Week 
PDS - 1 
Team 1 
Team 2 
Team 3 
2 Weeks 
PDS - 2 
Team 1 
Team 2 
Team 3 
PDS - 3 
Team 1 
Team 2 
Team 3 
PDS - 4 
Team 1 
Team 2 
Team 3 
BFS 
Team 1 
Team 2 
Team 3 
PRS 
Team 1 
Team 2 
Team 3 
2 Weeks 2 Weeks 2 Weeks 2 Weeks 2 Weeks 
PDS - 1 
Team 1 
Team 2 
Team 3 
RSS 
Team 1 
Team 2 
Team 3 
Single Focus SDLC 
1 Week 2 Weeks
13 
Results
14 
# of Patches Post Release 
Before After 
R1 R2 R3 R4 R5 R6 R7 R8 R9 R10 R11 R12 R13 R14 R15 R16
15 
# of Defects Patched 
Before After 
R1 R2 R3 R4 R5 R6 R7 R8 R9 R10 R11 R12 R13 R14 R15 R16
16 
P1 Defects (Quarterly) 
Before After
17 
500 
450 
400 
350 
300 
250 
200 
150 
100 
50 
0 
R1 R2 R3 R4 
Total 
Release Induced 
SR Trends Post Release 
Before After
18 
Customer Satisfaction 
Q3 12 Q4 12 Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14
19 
Happiness Restored! 
“Agile at our company has promoted 
collaboration, accountability and 
accurate visibility into our project’s 
progress.” 
“We have all embraced a 
process that allows us to 
easily adapt to our 
customers’ evolving needs, 
yet achieve higher quality 
and mitigate risk.” 
“I do not feel like I am 
running endlessly anymore”
20 20 
Disclaimer # 2 - Consequences
21 
Tips
Make a compelling case to 
business for the change, first 
time around 
22 
*** Tip # 1 ***
23 
Business Drivers for Us 
§ Heterogeneous team 
§ Growing product complexity 
§ Lower risk tolerance 
§ Increased sensitivity to quality issues 
§ Team morale
24 
*** Tip # 2 *** 
Invest in formal training 
for the entire team and 
insist on doing it together
25 
*** Tip # 3 *** 
Make Transition Everyone’s 
Problem
26 
Why Form A Transition Team? 
§ More than one brain in action 
§ Avoids the perception of a top-down push 
§ Greater ownership of the new process 
§ An insider can do the selling when resistance arises 
§ Increased appreciation for cross functional 
considerations
Use an Agile approach to become 
an Agile team 
27 
*** Tip # 4 ***
28 
Follow Scrum for Transition Itself 
1. Form the transition team 
2. Assign roles and responsibility 
3. Create backlog of stories 
4. Configure the tools 
5. Prepare agile boards 
6. Do Sprint meetings including daily stand-ups 
7. Conduct sprint review and retrospect
29 
Transition Backlog 
Agile team 
Accepting 
Stories 
A list of typical 
tasks 
All Meetings 
Default task 
created for story 
Documentation 
Plan 
Planned 
Vacations & 
Unplanned 
Absences 
Issue Workflows 
Internal Bugs 
Enhancement 
Requests 
Engineering 
Initiatives 
Emergency 
Patches 
Production Bugs 
Scope Change 
Within Story 
Lifecycle 
Retrospective 
Retrospectives 
Shared/External 
Resources 
Dependencies 
Team Formation Text Review for 
Sprint Type, 
Length, Start & 
End Days 
Sprint review 
recordings 
Sprint Meetings 
Sprint 
Descriptions 
Specs to User 
Story 
Translations 
WIP Limit 
Guideline 
Release / Sprint 
Events 
Release 
Meetings
30 30 
Example Transition Story
Document the rationale behind 
the decisions/choices made 
31 
*** Tip # 5 ***
32 32 
WIKI Space for Transition
When To Start Sprints? 
Friday – Thursday 
Sprint Planning – Friday or Thursday afternoon 
Sprint Review (demo) & Retrospective – Thursday 
morning 
Pros Cons 
Demo & Release are 
currently on Thursdays, so 
no change needed 
33 
Sprint Planning is on 
WFH Friday – requires 
team to be present 
Team can start tasks on 
Monday – start of the week 
Thursday - Wednesday 
Sprint Planning – Thursday 
Sprint Review (demo) & Retrospective - 
Wednesday 
Pros Cons 
Most people will be in 
office for major meetings 
Demo needs to be 
changed to Wednesday 
Release date will not 
coincide with sprint end 
Sprint start is on same 
day as release 
Monday - Friday 
Sprint Planning – Monday 
Sprint Review (demo) & Retrospective - 
Friday 
Tuesday - Monday 
Sprint Planning – Tuesday 
Sprint Review (demo) & Retrospective - 
Monday 
Pros Cons 
Most people will be in 
office for major meetings 
Demo needs to be 
changed to Monday 
Release date will not 
coincide with sprint end 
Weekend break prior to 
sprint end is not ideal 
Pros Cons 
Follows natural work 
week 
Demo needs to be changed 
to Friday 
Release date will not 
coincide with sprint end 
Sprint Review & 
Retrospective on WFH 
Friday
34 34 
How Do Meetings Evolve?
35 35 
Philosophy on Internal Defects
Plan ahead for distractions, 
recurring events and special 
activities 
36 
*** Tip # 6 ***
37 37 
Emergency Patches
38 38 
Paid Time Off
39 39 
Shared / External Dependencies
40 40 
Engineering Initiatives / Technical Debt
Bend The Rule Judiciously, One 
Size Does Not Fit All 
41 
*** Tip # 7 ***
42 
Pragmatic Choices 
§ Managers as Scrum Master 
§ 1 Shared QA per Sprint 
§ Weekly Demos instead of Sprint demo. 
§ Bug fixes sprinkled in feature sprints
43 
*** Tip # 8 *** 
Stress on team empowerment 
every step of the way and 
mean it
44 
Relinquish Control to The Team 
§ Make them the stake holders for Transition Team 
§ Give them the freedom to form their own team 
§ Team names themselves 
§ Team decides when they want to meet 
§ Team decides their WIP limit 
§ Team defines the meaning of story points 
§ Team commits to stories 
§ Team is given privacy during the retrospect 
Yes, even when it makes everyone else uncomfortable!
45 45 
Give Them The Tools of The Trade
46 46 
Give Them Autonomy
Anticipate Staggered / Delayed 
Resistance 
47 
*** Tip # 9 ***
48 
Enthusiasm – Fear - Resistance
49 
Change Curve
50 
*** Tip # 10 *** 
Set expectations carefully 
and strike a balance 
between optimism and fear
51 
Key Takeaways 
- Create a single focus SDLC 
- Make transition everyone’s problem 
- Take an agile approach to the change 
- Empower the team 
- Measure progress
52 
Additional Resources 
§ The Agile Architecture Roadmap 
https://www.youtube.com/watch?v=kF09A-E6K0M 
§ Rolling out Agile in a Large Enterprise 
http://evolvebeyond.com/resources/yahoorollout/ 
YahooAgileRollout1.pdf 
§ Agile on InfoQ 
http://www.infoq.com/agile/ 
§ Succeding with Agile 
http://www.amazon.com/Succeeding-Agile-Software- 
Development-Using/dp/0321579364/ref=sr_1_2? 
s=books&ie=UTF8&qid=1397853335&sr=1-2&keywords=agile
53 
That’s It!
54 
Tips 
1. Make a compelling case to business for the change, first time around 
2. Invest in formal training for the entire team and insist on doing it together 
3. Make Transition Everyone’s Problem 
4. Use an Agile approach to become an Agile team 
5. Document the rationale behind the decisions/choices made 
6. Plan ahead for distractions, recurring events and special activities 
7. Bend the rule judiciously, one size does not fit all 
8. Stress on team empowerment every step of the way and mean it 
9. Anticipate Staggered / Delayed Resistance 
10. Set expectations carefully and strike a balance between optimism and fear

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Agile Transformation in Real World: 10 Tips for Change, Results and Enjoyment

  • 1. Agile Transformation in Real World 1 How to Change Minds, Deliver Amazing Results and Enjoy The Journey! Obaidur (OB) Rashid Senior Director, Product Development Oracle Corporation Twitter: @orashid
  • 2. About Me Twitter: @orashid § Bachelor & Masters in CS § 15 years in the software industry § Taught at College of San Mateo § Cloud / SaaS / Agile enthusiast § My career in a nut shell … 2 Oracle OnVantage StarCite Taleo
  • 3. 3 Disclaimer # 1 Opinions expressed in this talk are my own and do not reflect the view of my employer
  • 4. 4 Road Ahead § Context – Scope and Scale – Impetus for Change § Highlights of the changes § Results / Outcome § “Tips” § Q&A
  • 6. 6 Taleo Business Edition (TBE)
  • 8. 8 8 - 10 Weeks Original SDLC Pre Release Stabilization Code Release Complete Code Freeze Next Release Development Starts Here Post Release Support 2 Weeks 1 Week 5 Weeks 2 Weeks ... Development … Challenges 1. Multiple focus 2. Every release starts from behind 3. Dev. & QA are not aligned 4. QA is always behind and quality suffers 5. No built in ramp up, ramp down cadence
  • 9. 9 Unhappy Team! I wish we had more time to test! No matter how fast we run, we are always behind! There is got to be a better way! I do not like switching context all the time!
  • 12. Release n-1 Release n+1 12 13 Week Release Cycle Week 1 Week 13 Building Blocks PDS – Product Development Sprint BFS – Bug Fix Sprint (Customer Defects) PRS – Product Release Sprint RSS – Release Stabilization Sprint RSS Team 1 Team 2 Team 3 1 Week PDS - 1 Team 1 Team 2 Team 3 2 Weeks PDS - 2 Team 1 Team 2 Team 3 PDS - 3 Team 1 Team 2 Team 3 PDS - 4 Team 1 Team 2 Team 3 BFS Team 1 Team 2 Team 3 PRS Team 1 Team 2 Team 3 2 Weeks 2 Weeks 2 Weeks 2 Weeks 2 Weeks PDS - 1 Team 1 Team 2 Team 3 RSS Team 1 Team 2 Team 3 Single Focus SDLC 1 Week 2 Weeks
  • 14. 14 # of Patches Post Release Before After R1 R2 R3 R4 R5 R6 R7 R8 R9 R10 R11 R12 R13 R14 R15 R16
  • 15. 15 # of Defects Patched Before After R1 R2 R3 R4 R5 R6 R7 R8 R9 R10 R11 R12 R13 R14 R15 R16
  • 16. 16 P1 Defects (Quarterly) Before After
  • 17. 17 500 450 400 350 300 250 200 150 100 50 0 R1 R2 R3 R4 Total Release Induced SR Trends Post Release Before After
  • 18. 18 Customer Satisfaction Q3 12 Q4 12 Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14
  • 19. 19 Happiness Restored! “Agile at our company has promoted collaboration, accountability and accurate visibility into our project’s progress.” “We have all embraced a process that allows us to easily adapt to our customers’ evolving needs, yet achieve higher quality and mitigate risk.” “I do not feel like I am running endlessly anymore”
  • 20. 20 20 Disclaimer # 2 - Consequences
  • 22. Make a compelling case to business for the change, first time around 22 *** Tip # 1 ***
  • 23. 23 Business Drivers for Us § Heterogeneous team § Growing product complexity § Lower risk tolerance § Increased sensitivity to quality issues § Team morale
  • 24. 24 *** Tip # 2 *** Invest in formal training for the entire team and insist on doing it together
  • 25. 25 *** Tip # 3 *** Make Transition Everyone’s Problem
  • 26. 26 Why Form A Transition Team? § More than one brain in action § Avoids the perception of a top-down push § Greater ownership of the new process § An insider can do the selling when resistance arises § Increased appreciation for cross functional considerations
  • 27. Use an Agile approach to become an Agile team 27 *** Tip # 4 ***
  • 28. 28 Follow Scrum for Transition Itself 1. Form the transition team 2. Assign roles and responsibility 3. Create backlog of stories 4. Configure the tools 5. Prepare agile boards 6. Do Sprint meetings including daily stand-ups 7. Conduct sprint review and retrospect
  • 29. 29 Transition Backlog Agile team Accepting Stories A list of typical tasks All Meetings Default task created for story Documentation Plan Planned Vacations & Unplanned Absences Issue Workflows Internal Bugs Enhancement Requests Engineering Initiatives Emergency Patches Production Bugs Scope Change Within Story Lifecycle Retrospective Retrospectives Shared/External Resources Dependencies Team Formation Text Review for Sprint Type, Length, Start & End Days Sprint review recordings Sprint Meetings Sprint Descriptions Specs to User Story Translations WIP Limit Guideline Release / Sprint Events Release Meetings
  • 30. 30 30 Example Transition Story
  • 31. Document the rationale behind the decisions/choices made 31 *** Tip # 5 ***
  • 32. 32 32 WIKI Space for Transition
  • 33. When To Start Sprints? Friday – Thursday Sprint Planning – Friday or Thursday afternoon Sprint Review (demo) & Retrospective – Thursday morning Pros Cons Demo & Release are currently on Thursdays, so no change needed 33 Sprint Planning is on WFH Friday – requires team to be present Team can start tasks on Monday – start of the week Thursday - Wednesday Sprint Planning – Thursday Sprint Review (demo) & Retrospective - Wednesday Pros Cons Most people will be in office for major meetings Demo needs to be changed to Wednesday Release date will not coincide with sprint end Sprint start is on same day as release Monday - Friday Sprint Planning – Monday Sprint Review (demo) & Retrospective - Friday Tuesday - Monday Sprint Planning – Tuesday Sprint Review (demo) & Retrospective - Monday Pros Cons Most people will be in office for major meetings Demo needs to be changed to Monday Release date will not coincide with sprint end Weekend break prior to sprint end is not ideal Pros Cons Follows natural work week Demo needs to be changed to Friday Release date will not coincide with sprint end Sprint Review & Retrospective on WFH Friday
  • 34. 34 34 How Do Meetings Evolve?
  • 35. 35 35 Philosophy on Internal Defects
  • 36. Plan ahead for distractions, recurring events and special activities 36 *** Tip # 6 ***
  • 37. 37 37 Emergency Patches
  • 38. 38 38 Paid Time Off
  • 39. 39 39 Shared / External Dependencies
  • 40. 40 40 Engineering Initiatives / Technical Debt
  • 41. Bend The Rule Judiciously, One Size Does Not Fit All 41 *** Tip # 7 ***
  • 42. 42 Pragmatic Choices § Managers as Scrum Master § 1 Shared QA per Sprint § Weekly Demos instead of Sprint demo. § Bug fixes sprinkled in feature sprints
  • 43. 43 *** Tip # 8 *** Stress on team empowerment every step of the way and mean it
  • 44. 44 Relinquish Control to The Team § Make them the stake holders for Transition Team § Give them the freedom to form their own team § Team names themselves § Team decides when they want to meet § Team decides their WIP limit § Team defines the meaning of story points § Team commits to stories § Team is given privacy during the retrospect Yes, even when it makes everyone else uncomfortable!
  • 45. 45 45 Give Them The Tools of The Trade
  • 46. 46 46 Give Them Autonomy
  • 47. Anticipate Staggered / Delayed Resistance 47 *** Tip # 9 ***
  • 48. 48 Enthusiasm – Fear - Resistance
  • 50. 50 *** Tip # 10 *** Set expectations carefully and strike a balance between optimism and fear
  • 51. 51 Key Takeaways - Create a single focus SDLC - Make transition everyone’s problem - Take an agile approach to the change - Empower the team - Measure progress
  • 52. 52 Additional Resources § The Agile Architecture Roadmap https://www.youtube.com/watch?v=kF09A-E6K0M § Rolling out Agile in a Large Enterprise http://evolvebeyond.com/resources/yahoorollout/ YahooAgileRollout1.pdf § Agile on InfoQ http://www.infoq.com/agile/ § Succeding with Agile http://www.amazon.com/Succeeding-Agile-Software- Development-Using/dp/0321579364/ref=sr_1_2? s=books&ie=UTF8&qid=1397853335&sr=1-2&keywords=agile
  • 54. 54 Tips 1. Make a compelling case to business for the change, first time around 2. Invest in formal training for the entire team and insist on doing it together 3. Make Transition Everyone’s Problem 4. Use an Agile approach to become an Agile team 5. Document the rationale behind the decisions/choices made 6. Plan ahead for distractions, recurring events and special activities 7. Bend the rule judiciously, one size does not fit all 8. Stress on team empowerment every step of the way and mean it 9. Anticipate Staggered / Delayed Resistance 10. Set expectations carefully and strike a balance between optimism and fear