10/06/2012

       SharePoint &
  Lean Development
Critical Factors for Accelerating Time to Value




                                      presented by
                                  Dave Healey
                         dhealey@chrysalisbts.com
                                  (206) 734-9414
Welcome & Introductions


• Who am I? Who is Chrysalis | BTS?
• Who are you?
  • Name, Company, Title
  • How are you using SharePoint today?
  • What do you hope to get out of this session?
“Success is not delivering a feature;
 success is solving the customer’s problems.”
                             – Mark Cook, VP Products
                                       Kodak Gallery




                                                    3
The Lean Startup
Based on Lean Methodology




                            • Deliver a new solution under
                              conditions of uncertainty
                            • Scientific approach to get a
                              desired solution into
                              customers’ hands faster
                            • Validated learning about
                              customers requirements
Build-Measure-Learn Feedback Loop


            Ideas



   Learn             Build




    Data             Product



           Measure             Minimize Total Time
                               Through The Loop
                                                     5
Idea, Build


              • Experiment with
                product and process
              • Incremental / Disruptive
              • Start small




                                       6
Zappos
Hypothesis and Validated Learning
Idea, Build


              • For internal users,
                perform customer
                discovery & interview
                them
              • Identify users that
                impact business metrics
              • Start small




                                      8
Transportation Safety Board
Vision




• More consistent, less complex information
  management practices
• More efficient, effective, reproducible and defensible
  analysis
• Better utilization of knowledge nationally
• Ability to find information and records in response to
  any challenge
• Less expenditure at local levels on non-standard
  software
Iterative, Validated Learning Approach
Business Process Reengineering




Business Process Reengineering
• Analysis and design of workflows and
  processes within an organization
             Defines                Executes         Considers         Employs

                          Work
   Mission                                   Decisions       Information         Technology
                        Processes

           Accomplish               Guides           Supports         Processes
Agile Modeling
Epics, Stories and Sprints




• Iteration 01
      •   E-Workspace
      •   Report Workflow and Production
      •   IS/IM Tools Re-Design
      •   Development and Configuration Management Tools
• Iteration 02
      •   E-Workspace
      •   Data/Information Collection Tools
      •   Investigation Milestone & Cost Tracking
      •   Corporate Information Management
• Iteration 03
      • Report Production Workflow
      • Fatigue Assessment Re-Design
TSB Information Gateway
Iteration 2
Idea, Build


              • If you have User Stories,
                add a hypothesis that
                states the expected
                outcome on a specific
                metric
              • Feed the learning back
                into the product
                backlog…
              • Start small

                                        13
Critical Factors
Risks to Success




• Cultural
      • Budget constraints
      • Internal resistance
Recognizing Opportunities for Lean


    Problem       Solution        Process


    Known          Known       Waterfall, Agile



    Known         Unknown            Agile



    Unknown       Unknown            Lean




                                                  15
Product, Measure


                   • Customer interviews
                   • Walkthroughs of
                     wireframes
                   • Minimum Viable Product
                      • Minimum you need to test
                        validity
                      • Some include Wireframes,
                        Landing Pages, CRPs, PoCs,
                        Concierge Product
                   • Iterate (Agile) from there


                                                  16
Critical Factors
Risks to Success




• Cultural
      • Working forward from the technology instead of
        working backward from the business results
      • “Get out of the building.”
Code, Measure


                • Decouple from your
                  existing brand
                • Ensure the right
                  prototype fidelity
                • If you experiment in
                  code, come back to:
                   •   clean it up
                   •   iterate
                   •   productize
                   •   refactor


                                         18
Critical Factors
Risks to Success




• Cultural
      • Wrong level of prototype fidelity
      • Too little / No user input
            • No validated learning
Critical Factors
Risks to Success




• Cultural / Engineering
      • Lack of understanding of the platform
      • Unwilling to refactor
Product, Measure

                   • Don’t release it to
                     everyone all at once
                   • Target specific cohorts
                     with a/b testing
                   • You cannot learn if your
                     feedback loops are
                     broken
                   • Just because you can
                     measure it, does not
                     mean you should
                     measure it

                                                21
Critical Factors
Risks to Success




• Engineering
      • Over-engineering too early
      • Breaking the feedback loop
Over Engineering Too Early

• Identity Federation – third party authentication authority
  support and integration
   • OAuth, OpenID, Shibboleth
   • Integration with other systems
• Continuous Integration
  (automated build, test, & deployment)
   • Visual Studio vs SharePoint Designer
• Crippled “Build-Measure-Learn”
  feedback loop
• Dramatically slowed speed through the loop

       “Don’t build what the customer isn’t asking for.”

                                                               23
Challenge
Risks to Success




• Economic
      • Licensing
      • Cost containment
      • Cloud options and impacts
Data, Learn


              •   Interviews
              •   Surveys
              •   Observation
              •   Web analytics
              •   Telemetry data
              •   System generated data




                                          25
Critical Factors
Risks to Success




• Cultural
      • Track the “right” metrics
      • Beware “vanity metrics”
      • Be prepared to “Pivot”
Pivot


                • Change direction
                • Change the model
                • Formulate new
                  hypotheses
                • Generate new ideas


   Reboot
            Forward
                                       27
Challenge
Risks to Success




• Cultural
      • Review and question your hypotheses
      • No “sacred cows”
• Engineering
      • Technology selection
      • Design strategy
• Experiment to align
  customer & solution
Idea, Build


              • Begin the loop again
              • Lather, Rinse, Repeat




                                        29
Resources and Contact
Chrysalis Business Technology Solutions




SharePoint & Lean Development Presentation
• www.slideshare.net/dhealey27

A Deeper Look at PM Maturity Framework
Deeper insight into the implementing advanced SharePoint solutions including
• Assessing Business Application Maturity
• Understanding SharePoint Capability Maturity and
   SharePoint Maturity by SKU
• Sub-Capability Maturity, Workflow
Send me a mail at dhealey@chrysalisbts.com

Dave Healey
• dhealey@chrysalisbts.com
• @dhealey27
&
    31
Thank You!
   SharePoint Saturday Bend Sponsors




Don’t forget SharePint at Greg’s Grill
presented by
         Dave Healey
dhealey@chrysalisbts.com
         (206) 734-9414
                            33

SharePoint and Lean Development: Critical Factors for Accelerating Time to Value

  • 1.
    10/06/2012 SharePoint & Lean Development Critical Factors for Accelerating Time to Value presented by Dave Healey dhealey@chrysalisbts.com (206) 734-9414
  • 2.
    Welcome & Introductions •Who am I? Who is Chrysalis | BTS? • Who are you? • Name, Company, Title • How are you using SharePoint today? • What do you hope to get out of this session?
  • 3.
    “Success is notdelivering a feature; success is solving the customer’s problems.” – Mark Cook, VP Products Kodak Gallery 3
  • 4.
    The Lean Startup Basedon Lean Methodology • Deliver a new solution under conditions of uncertainty • Scientific approach to get a desired solution into customers’ hands faster • Validated learning about customers requirements
  • 5.
    Build-Measure-Learn Feedback Loop Ideas Learn Build Data Product Measure Minimize Total Time Through The Loop 5
  • 6.
    Idea, Build • Experiment with product and process • Incremental / Disruptive • Start small 6
  • 7.
  • 8.
    Idea, Build • For internal users, perform customer discovery & interview them • Identify users that impact business metrics • Start small 8
  • 9.
    Transportation Safety Board Vision •More consistent, less complex information management practices • More efficient, effective, reproducible and defensible analysis • Better utilization of knowledge nationally • Ability to find information and records in response to any challenge • Less expenditure at local levels on non-standard software
  • 10.
    Iterative, Validated LearningApproach Business Process Reengineering Business Process Reengineering • Analysis and design of workflows and processes within an organization Defines Executes Considers Employs Work Mission Decisions Information Technology Processes Accomplish Guides Supports Processes
  • 11.
    Agile Modeling Epics, Storiesand Sprints • Iteration 01 • E-Workspace • Report Workflow and Production • IS/IM Tools Re-Design • Development and Configuration Management Tools • Iteration 02 • E-Workspace • Data/Information Collection Tools • Investigation Milestone & Cost Tracking • Corporate Information Management • Iteration 03 • Report Production Workflow • Fatigue Assessment Re-Design
  • 12.
  • 13.
    Idea, Build • If you have User Stories, add a hypothesis that states the expected outcome on a specific metric • Feed the learning back into the product backlog… • Start small 13
  • 14.
    Critical Factors Risks toSuccess • Cultural • Budget constraints • Internal resistance
  • 15.
    Recognizing Opportunities forLean Problem Solution Process Known Known Waterfall, Agile Known Unknown Agile Unknown Unknown Lean 15
  • 16.
    Product, Measure • Customer interviews • Walkthroughs of wireframes • Minimum Viable Product • Minimum you need to test validity • Some include Wireframes, Landing Pages, CRPs, PoCs, Concierge Product • Iterate (Agile) from there 16
  • 17.
    Critical Factors Risks toSuccess • Cultural • Working forward from the technology instead of working backward from the business results • “Get out of the building.”
  • 18.
    Code, Measure • Decouple from your existing brand • Ensure the right prototype fidelity • If you experiment in code, come back to: • clean it up • iterate • productize • refactor 18
  • 19.
    Critical Factors Risks toSuccess • Cultural • Wrong level of prototype fidelity • Too little / No user input • No validated learning
  • 20.
    Critical Factors Risks toSuccess • Cultural / Engineering • Lack of understanding of the platform • Unwilling to refactor
  • 21.
    Product, Measure • Don’t release it to everyone all at once • Target specific cohorts with a/b testing • You cannot learn if your feedback loops are broken • Just because you can measure it, does not mean you should measure it 21
  • 22.
    Critical Factors Risks toSuccess • Engineering • Over-engineering too early • Breaking the feedback loop
  • 23.
    Over Engineering TooEarly • Identity Federation – third party authentication authority support and integration • OAuth, OpenID, Shibboleth • Integration with other systems • Continuous Integration (automated build, test, & deployment) • Visual Studio vs SharePoint Designer • Crippled “Build-Measure-Learn” feedback loop • Dramatically slowed speed through the loop “Don’t build what the customer isn’t asking for.” 23
  • 24.
    Challenge Risks to Success •Economic • Licensing • Cost containment • Cloud options and impacts
  • 25.
    Data, Learn • Interviews • Surveys • Observation • Web analytics • Telemetry data • System generated data 25
  • 26.
    Critical Factors Risks toSuccess • Cultural • Track the “right” metrics • Beware “vanity metrics” • Be prepared to “Pivot”
  • 27.
    Pivot • Change direction • Change the model • Formulate new hypotheses • Generate new ideas Reboot Forward 27
  • 28.
    Challenge Risks to Success •Cultural • Review and question your hypotheses • No “sacred cows” • Engineering • Technology selection • Design strategy • Experiment to align customer & solution
  • 29.
    Idea, Build • Begin the loop again • Lather, Rinse, Repeat 29
  • 30.
    Resources and Contact ChrysalisBusiness Technology Solutions SharePoint & Lean Development Presentation • www.slideshare.net/dhealey27 A Deeper Look at PM Maturity Framework Deeper insight into the implementing advanced SharePoint solutions including • Assessing Business Application Maturity • Understanding SharePoint Capability Maturity and SharePoint Maturity by SKU • Sub-Capability Maturity, Workflow Send me a mail at dhealey@chrysalisbts.com Dave Healey • dhealey@chrysalisbts.com • @dhealey27
  • 31.
    & 31
  • 32.
    Thank You! SharePoint Saturday Bend Sponsors Don’t forget SharePint at Greg’s Grill
  • 33.
    presented by Dave Healey dhealey@chrysalisbts.com (206) 734-9414 33