Wells Fargo has adapted its project management processes to align with agile methodologies using CA PPM and the SAFe framework to improve efficiency and governance. Key challenges addressed include optimizing capacity, ensuring appropriate spending, and managing change absorption amidst multiple acquisitions and regulatory shifts. The evolution towards agile practices has facilitated better project visibility and performance measurement, indicating ongoing improvements in project governance and delivery.

1. 1 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
PMO in an Agile World
Agile Management
Shane Schulte
Wells Fargo
Senior Project Portfolio Manager
AMT04S
@CAPPM
#CAWorld

2. 2 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
© 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type
of warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA.
For Informational Purposes Only
Terms of this Presentation

3. 3 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Abstract
Existing PMO processes need to evolve in the changing
Agile world and the SAFe framework for Agile practices
provides a means to fine-tune these practices at an
enterprise scale. In this session, hear how Wells Fargo is
utilizing CA PPM with SAFe for their Agile processes and
gain insights into scaling Agile across organizations while
achieving the consistent methodology and project
governance required of the PMO.
Shane
Schulte
Wells Fargo
Senior Project Portfolio
Manager

4. 4 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Agenda
WHY CA PPM WAS IMPLEMENTED
KEY CHALLENGES
SUMMARY
IMMEDIATE ACTIONS
INVESTING IN THE RIGHT THINGS
DELIVERING CHANGE
1
2
3
4
5
6

5. 5 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Wells Fargo Home Mortgage
America’s #1 Home Lender
Project Management has always been a strength, but due to
multiple acquisitions, including the largest bank acquisition in
history, a housing crisis, a financial crisis, and major shift in
financial regulatory policy, we needed more.
Learn how Project Portfolio Management helped us focus on
the right things, and how agile and scaled agile fundamentals
has helped us drive towards substantial improvements in quality
and productivity
Shane
Schulte
Wells Fargo
Home Mortgage
Senior Project
Manager

6. 6 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
 Critical Projects
 Large Expenditures
 Standard Project
Methodology
 Rigorous Governance
Procedures
Wells Fargo Bank
Wells Fargo
Home Mortgage
Loan Servicing
Servicing Project Management Offices
PMO Work Groups
= agile team
CA PPM Was Implemented by Wells
Fargo Home Mortgage in 2013

7. 7 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Enterprise Perspective Was
Only a Small (but Critical)
Part of Servicing’s Portfolio
 80% Of Projects Didn’t
Require Enterprise Funding
 95% Of Efforts Didn’t
Require Formal Enterprise
Audits
Wells Fargo Bank
Wells Fargo
Home Mortgage
Loan Servicing
Servicing Project Management Offices
PMO Work Groups
= agile team

8. 8 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Our Challenges
 How much money are we spending?
 Are we investing in the right things?
 Are we optimizing our capacity?
 How well do we execute projects?
 Can the business absorb the change?
 Do we realize promised benefits?
Wells Fargo Home Mortgage – Servicing Project Portfolio Management

9. 9 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Immediate Actions
Wells Fargo Home Mortgage – Servicing Project Portfolio Management
 Track All Work
– Big projects
– Little Projects
– Administrative
– Resource Only
– Big projects in CA PPM
– Small projects in Excel,
SharePoint, and home
grown solutions
– No support work tracked
 Categorize All Work
– Regulatory
– Mandatory
– Strategic
– Positive ROI
– Project size, risk, costs
– Evolving categories
– Separate business case
tool, no integrated
reporting
 Track All Resources
– ALL resources
– ALL work
– Allocations
– Forecasts
– Excel spreadsheets,
SharePoint sites
– Non standard roles
– No clear understanding
of demand or capacity
PastConditions

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Are We Investing in the Right Things?
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1. Regulatory/Compliance 2. Mandatory-Infrastructure
3. Mandatory-Other 4. Strategy
5. Pos ROI 7. Other
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Regulatory Mandatory Strategy
Pos ROI Uncategorized Other

11. 11 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Our Challenges Continued…
 How much money are we spending?
 Are we investing in the right things?
 Are we optimizing our capacity?
 How well do we execute projects?
 Can the business absorb the change?
 Do we realize promised benefits?
Wells Fargo Home Mortgage – Servicing Project Portfolio Management

12. 12 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Servicing Project
Management Office
 Multiple PMOs
 Several work groups
 Varied User Base
 Differing Methodologies
 Differing Effort Types
– Projects
– Enhancements
– Maintenance
Wells Fargo Bank
Wells Fargo
Home Mortgage
Loan Servicing
Servicing Project Management Offices
PMO Work Groups
= agile team

13. 13 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
How Well Do We Deliver Change?
Wells Fargo Home Mortgage – Servicing Project Portfolio Management
 Requirements
– More consistent
unit of measure
– Better description
of value being
delivery
 Development
– Components to
needed to build
– Better estimating
model
 Testing
– First pass quality
– Defects per tests
– Measure rework
AgilePerformance
CA PPM ID Func Reqs. Det Reqs Design Dev Tests Defects Prod. Issues Duration
PR0004993 6 143 143 143 143 30 0 4.25
PR0003879 7 109 109 109 109 3 3 8.15
PR0002689 7 143 143 143 143 15 0 14.71
PR0002250 2 38 38 38 38 3 0 19.18
PR0003532 2 89 89 89 89 0 0 12.15
PR0002350 8 25 25 25 25 0 0 17.51
PR0003946 8 173 173 173 173 4 0 9.07
PR0004829 4 6 6 6 6 0 0 1.50
110 1161 1161 97 4 200.00
Req. per Month 7.33 77.40 Test Success 91.65% 99.66%
Hours per Req. 21.82 2.07 Testing Target 80-85% 99%+

14. 14 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
 PMOs are now doing
more Portfolio
Management
 Low level project
performance
metrics are
influencing how we
structure efforts to
ensure optimal
benefits realization.

15. 15 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Data Don’t Lie
Many people were skeptical of
the information. This level of
transparency was new.
Significant effort was required
to make our leaders
comfortable with accuracy of
the data. Now, they only want
more.
Focus on the Basics
CA PPM and the practice of
portfolio management is
expansive and complex. Our
journey has been successful in
areas where we narrowly
focused on improving a basic
component.
Maturity Takes Time
While we are happy with the
progress and accomplishments
we’ve made to date, we realize
the journey continues.
Everyday is a new challenge.
Remain focused on the
fundamentals and change will
stick
Summary
What Have We Learned?

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Q & A

17. 17 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
Recommended Sessions
SESSION # TITLE DATE/TIME
AMT09S
Using CA Project & Portfolio Management (CA PPM) to
Align Projects with Strategy
11/19/2015 at 12:15 pm
AMT10S
Guiding Standardization Across the Enterprise at Disney
Parks and Resorts
11/19/2015 at 3:00 pm
AMT19S
Panel Discussion: Migrating to 14.2; New Advanced
Reporting
11/19/2015 at 4:30 pm

18. Must-See Demos
Simplify your
Application
Portfolio
CA PPM
Theater - Agile
Management
Identify the
Right
Investments
CA PPM
Theater – Agile
Management
Align
Resources to
Meet Demand
CA PPM
Theater – Agile
Management
Business
Transformation
CA PPM
Theater – Agile
Management

19. For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15