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Operational Reporting-
Release Planning meeting
August 18, 2009                                             INTERNAL USE ONLY
                                        SYMANTEC PROPRIETARY/CONFIDENTIAL
                           Copyright © 2009 Symantec Corporation. All rights reserved.
Operational Reporting-
  Release Planning Meeting
  • Stakeholders identification
  • Cross-Functional Core Team- Roles & Responsibilities
  • Merchandizing Reporting
        – High Level Scope- Steps to get there
               • What we will not do for 1.2
        – Overview
        – Process
               • Release Planning- scope (product backlog items, i.e. problem statements)
               • Problem statement will be pattern style (name, problem, solution, consequences)
        – (Suggested) Release Plan
               • Sprint 0 Plan (2 weeks starting 8/24)
                      – (Canned) Report PoC in Operational universe
               • Sprint 1 Plan (2 weeks)
                      – Operational universe design & canned reports
               • Sprint 2 Plan (2 weeks)
                      – Preview universe design & canned reports
  • Sprints will continue as product backlog updates happen

SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved.     2
Operational Reporting-
  Stakeholders identification
  • Role- Business QA (Chris Benson)
  • Role- Data Stitching Specialist (Angela Cearns)
  • Role- Operations Specialist (Chantra C)
  • Role- Solution Manager (Robert Neil)




SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved.   3
Cross-Functional Core Team-
  Roles & Responsibilities
      #             Suggested Person                               Role                                Responsibility                 Accepted
                                                                                        •    Review & prioritize sprint backlog
      1      Lyn Tran                                        Product Owner                                                               
                                                                                        •    Guard scope for current sprint
                                                                                        •    Define sprint backlog item
      2      Cresentia Sparrow-Lobo                                 SME                                                                  
                                                                                        •    Assist product owner in prioritization
                                                                                        •    Define sprint backlog item
      3      Robert Neil                                            SME                                                                  
                                                                                        •    Assist product owner in prioritization
                                                                                        •    Define sprint backlog item
      4      Swapnil Mahajan                                        SME                                                                  
                                                                                        •    Assist product owner in prioritization
                                                                                        •    Articulates the sprint backlog item
      5      Arvind Sathyamoorthy                             Primary SME                                                                
                                                                                        •    Collaborates with Architects/dev
                                                          Primary stakeholder           •    Describe sprint backlog items
      6      Chris Benson                                                                                                                
                                                              (THE user)                •    Accept or reject sprint results
                                                                                        •    Implements the sprint backlog item
      7      Suryam Kurma                                        Dev Lead                                                                
                                                                                        •    Collaborates with dev/QA/users
      8      Ravi Tadwalkar                                  Scrum Master               •    Facilitator role                            
      9      Samy                                            Client Sponsor             •    Collaborates with product owner             




SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved.                                                   4
Operational Reporting-
  Steps to get to “Merchandizing”


  Create                                    Set Up                                    Assign to Virtual   Merchandize
  • Products                                • Merchandizing                           Catalog             • What – Products,
  • Bundles                                   Relationships                           • Products            Bundles, Prices
                                            • Pricing                                 • Bundles           • Where – Pages
                                                                                                            and Slots
                                                                                                          • Who – Sub
                                                                                                            Channels,
                                                                                                            Vendors
                                                                                                          • When – Start
                                                                                                            and End Dates




           Master Catalog                                                                   Virtual Catalog
SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved.                                 5
Operational Reporting-
  High Level Scope



  Merchandizing Reporting deals with-
  What – Merchandizing, Products, SKUs, Bundles & Pricelists
  Where – Pages and Slots
  Who – Sub Channels, Vendors
  When – Start and End Dates

  Merchandizing Reporting does not deal with-
  • Site Setup
  • Catalog management
  • Content management
  • Transactions- Orders & Refunds
  • Performance monitoring/tuning
  • Application monitoring


SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved.   6
Operational Reporting-
  Exact Scope for next 6 weeks
  • The following questions will define the scope for Release 1.2:
        – What target merchandise does not lead to a SKU/price?
        – What SKUs are not included as incoming?
        – What subscription SKUs are not available for sale?
        – What is merchandised on certain product placement pages?


  • The following will be decoupled from Operational reporting
    but still delivered in Release 1.2:
        – Hourly Sales Report CODS
        – Order Value Exception Report



SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved.   7
Operational Reporting-
  Process
        – Product owner guards scope
               • Uses (existing) intake process to avoid scope creep
                      – Review & prioritize sprint backlog
                      – Guard scope for current sprint



        – Release Planning- scope
               • product backlog items, i.e. problem statements
               • Problem statement doc can be used for acceptance testing as well


        – Problem statement will use pattern style documentation
               • Name (to identify the problem statement),
               • Problem (defined),
               • Solution (approach/alternatives/trade-offs),
               • Consequences (expected results)


SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved.   8
Operational Reporting-
  (Suggested) Release Plan

  • Sprint 0 Plan (2 weeks starting 8/24)
        – Modeling the platform (-based on APPS schema)
        – (Canned) Report PoC in Operational universe
        – User demo (validation of report PoC)


  • Sprint 1 Plan (2 weeks)
        – Operational Universe design (-based on APPS schema)
        – canned reports
        – User demo (validation of universe design)


  • Sprint 2 Plan (2 weeks)
        – PREVIEW universe design (-based on PREVIEW schema)
        – canned reports
        – User demo (validation of universe design)


  • Sprints will continue as product backlog updates happen

SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved.   9
Thank You!




SYMANTEC PROPRIETARY/CONFIDENTIAL – INTERNAL USE ONLY
Copyright © 2009 Symantec Corporation. All rights reserved.

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ECommerce Merchandizing Operational Reporting- release planning meeting- draft

  • 1. Project Las Vegas Operational Reporting- Release Planning meeting August 18, 2009 INTERNAL USE ONLY SYMANTEC PROPRIETARY/CONFIDENTIAL Copyright © 2009 Symantec Corporation. All rights reserved.
  • 2. Operational Reporting- Release Planning Meeting • Stakeholders identification • Cross-Functional Core Team- Roles & Responsibilities • Merchandizing Reporting – High Level Scope- Steps to get there • What we will not do for 1.2 – Overview – Process • Release Planning- scope (product backlog items, i.e. problem statements) • Problem statement will be pattern style (name, problem, solution, consequences) – (Suggested) Release Plan • Sprint 0 Plan (2 weeks starting 8/24) – (Canned) Report PoC in Operational universe • Sprint 1 Plan (2 weeks) – Operational universe design & canned reports • Sprint 2 Plan (2 weeks) – Preview universe design & canned reports • Sprints will continue as product backlog updates happen SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved. 2
  • 3. Operational Reporting- Stakeholders identification • Role- Business QA (Chris Benson) • Role- Data Stitching Specialist (Angela Cearns) • Role- Operations Specialist (Chantra C) • Role- Solution Manager (Robert Neil) SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved. 3
  • 4. Cross-Functional Core Team- Roles & Responsibilities # Suggested Person Role Responsibility Accepted • Review & prioritize sprint backlog 1 Lyn Tran Product Owner  • Guard scope for current sprint • Define sprint backlog item 2 Cresentia Sparrow-Lobo SME  • Assist product owner in prioritization • Define sprint backlog item 3 Robert Neil SME  • Assist product owner in prioritization • Define sprint backlog item 4 Swapnil Mahajan SME  • Assist product owner in prioritization • Articulates the sprint backlog item 5 Arvind Sathyamoorthy Primary SME  • Collaborates with Architects/dev Primary stakeholder • Describe sprint backlog items 6 Chris Benson  (THE user) • Accept or reject sprint results • Implements the sprint backlog item 7 Suryam Kurma Dev Lead  • Collaborates with dev/QA/users 8 Ravi Tadwalkar Scrum Master • Facilitator role  9 Samy Client Sponsor • Collaborates with product owner  SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved. 4
  • 5. Operational Reporting- Steps to get to “Merchandizing” Create Set Up Assign to Virtual Merchandize • Products • Merchandizing Catalog • What – Products, • Bundles Relationships • Products Bundles, Prices • Pricing • Bundles • Where – Pages and Slots • Who – Sub Channels, Vendors • When – Start and End Dates Master Catalog Virtual Catalog SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved. 5
  • 6. Operational Reporting- High Level Scope Merchandizing Reporting deals with- What – Merchandizing, Products, SKUs, Bundles & Pricelists Where – Pages and Slots Who – Sub Channels, Vendors When – Start and End Dates Merchandizing Reporting does not deal with- • Site Setup • Catalog management • Content management • Transactions- Orders & Refunds • Performance monitoring/tuning • Application monitoring SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved. 6
  • 7. Operational Reporting- Exact Scope for next 6 weeks • The following questions will define the scope for Release 1.2: – What target merchandise does not lead to a SKU/price? – What SKUs are not included as incoming? – What subscription SKUs are not available for sale? – What is merchandised on certain product placement pages? • The following will be decoupled from Operational reporting but still delivered in Release 1.2: – Hourly Sales Report CODS – Order Value Exception Report SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved. 7
  • 8. Operational Reporting- Process – Product owner guards scope • Uses (existing) intake process to avoid scope creep – Review & prioritize sprint backlog – Guard scope for current sprint – Release Planning- scope • product backlog items, i.e. problem statements • Problem statement doc can be used for acceptance testing as well – Problem statement will use pattern style documentation • Name (to identify the problem statement), • Problem (defined), • Solution (approach/alternatives/trade-offs), • Consequences (expected results) SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved. 8
  • 9. Operational Reporting- (Suggested) Release Plan • Sprint 0 Plan (2 weeks starting 8/24) – Modeling the platform (-based on APPS schema) – (Canned) Report PoC in Operational universe – User demo (validation of report PoC) • Sprint 1 Plan (2 weeks) – Operational Universe design (-based on APPS schema) – canned reports – User demo (validation of universe design) • Sprint 2 Plan (2 weeks) – PREVIEW universe design (-based on PREVIEW schema) – canned reports – User demo (validation of universe design) • Sprints will continue as product backlog updates happen SYMANTEC PROPRIETARY/CONFIDENTIAL. Copyright © 2009 Symantec Corporation. All rights reserved. 9
  • 10. Thank You! SYMANTEC PROPRIETARY/CONFIDENTIAL – INTERNAL USE ONLY Copyright © 2009 Symantec Corporation. All rights reserved.