Tiptoeing Elephants
Assurance of Agile Conference | November 2013

PUBLIC

Methodology Practices
Stuart Mitchell
Global Programme Manager Agile@HSBC
11yrs using Agile at the ‘coal face’
Keynote Speaker at multiple Conferences and business forums

HSBC Bank
2nd largest Bank in the World
225,000 employees
39 different countries
Over 100+ Agile Projects Worldwide

PUBLIC
2

Methodology Practices

2
Framing :. - With the same
information being used as a base, the
‘frame’ surrounding the issue can
change the reader’s perception without
having to alter the actual facts.

http://en.wikipedia.org/wiki/Framing_(social_sciences)
PUBLIC

Methodology Practices
The reason WHY we are in business

PROFIT
PUBLIC

Methodology Practices
In Software Development we contribute in 3 ways only 1. Cost Reduction - Efficiency gain – which leads to spending less
money which helps us make a PROFIT
2. Wealth Creation – More Products - Income Enablement
3. Keep the doors open – maintenance / regulatory governance – the
cost of doing business

PUBLIC

Methodology Practices
The only way that ANY of these initiatives are realised is by
getting the software into ……

PRODUCTION
PUBLIC

Methodology Practices
Question:

If you stopped today building software how long
would your business survive?

A : It’s unknown …but it’s not very long.

PUBLIC

Methodology Practices
PRODUCTION – All roads lead to ROI
It’s magical
· Gives EFFICIENCY GAINS
· Removes competitive advantage
· Closes the gap on disadvantage
· Keeps the doors open
…its only in Production that you get RETURN ON INVESTMENT –
return on the risk and the money spent on it

PUBLIC

Methodology Practices
Framing – Getting into Production
Governance

PUBLIC

Methodology Practices
Financial Industry – Need Governance

PUBLIC

Methodology Practices
The Financial industry is changing
All parties are demanding more robust software in Production
§
§

The Investment Banking industry is undergoing major changes
Focused more than ever on Governance and regulatory compliance

“Since the financial crisis of 2008, we are living through an era
of more intense regulations and more intense scrutiny about
all types of transactions and banking practices. …. It is a new
world! ”
Fred Terrell, Credit Suisse Group

“What is acceptable today may not be
acceptable tomorrow… it’s time to go
from 95% to 99.99% …”

PUBLIC

Methodology Practices
Planned Tollgates, Controls, Reviews, Approvals and Guidelines
…..are seen to tighten control but are speed bumps to Production

NEW Tollgate

NEW Tollgate

NEW Tollgate

NEW Tollgate

Oct 2014

Feb 2014

Mar 2014

May 2014

4

1

Q4 2013

2

3

Q1 2014

Q2 2014

NEW Review

NEW Test

Reviews

Nov 2014

Feb 2014

Mar 2014

……

NEW TOLLGATE
Apr 2014

Audits
Apr 2014
Reviews
sign-off

control

Jan 2014

Feb 2014

Review against
Guidelines
Feb 2014

NEW Approval
Oct 2013

PUBLIC

Methodology Practices
Goldilocks Governance
· Too Much - development grinds to a halt
· Too Little - potential chaos!
· Just Right – allows development and
delivery at pace

PUBLIC

Methodology Practices
Framing – Getting into Production

Governance

Software Industry

… it’s time to go from 95% to
99.99% …”

PUBLIC

Methodology Practices
Software into Production – Quickly

IDEA

PRODUCTION
Time

.…the shorter the line to Production the quicker the return on
investment (ROI)

PUBLIC

Methodology Practices
The Software industry is changing
The Business are demanding more robust software in Production …and quicker

- Pingit from design into production 6mths
- 2,000,000 signed up
- Reputation enhanced
- Competitive advantage gained
PUBLIC

Methodology Practices
Framing – Getting into Production
Governance

Software Industry

… it’s time to go from
95% to 99.99% …”

. .…the shorter the line to
Production the quicker the
return on investment (ROI)

PUBLIC

Methodology Practices
Increased Governance V Software Development
….the Battle Royale

http://www.flickr.com/photos/42985099@N03/8408263772

PUBLIC

Methodology Practices
Framing – Getting into Production
Governance

Software Industry

… it’s time to go from
95% to 99.99% …”

.…the shorter the line to
Production the quicker the
return on investment (ROI)

Agile
PUBLIC

Methodology Practices
Framing Agile

http://www.instituteforgovernment.org.uk/publications/23/
PUBLIC
……or on Google search for Government and System 20
error

Methodology Practices
Emerging technology trends that will impact Government
1.
2.
3.
4.
5.
6.

Social technology
Mobile and location-based services
Game mechanics
Cloud computing
HTML 5
Augmented reality

7. Agile development
8.

Next generation search

21
PUBLIC

Methodology Practices
Forbes Magazine – 9th April 2012
22
PUBLIC

Methodology Practices
Nearly every FTSE 500 company uses Agile is
some capacity or other.

23
PUBLIC

Methodology Practices
Agile Books – 1700
Books per month 20

Kent Beck
Mike Beedle
Arie van Bennekum
Alistair Cockburn
Ward Cunningham
Martin Fowler
James Grenning
Jim Highsmith
Andrew Hunt

Ron Jeffries
Jon Kern
Brian Marick
Robert C. Martin
Steve Mellor
Ken Schwaber
Jeff Sutherland
Dave Thomas
24
PUBLIC

24

Methodology Practices
Tooling Maturity Level
Time to ready ready – Start your engines
1. Agile moving to more ‘main stream’ acceptance
2. Agile becoming the default methodology i.e. UK Gov, RBS, Bank of America
etc.
3. Agile experience and understanding to become ‘a given on CV’s’ similar to MS
Office.
4. Agile Projects adoption to be increasing promoted by Business and Senior
Management as their understanding increases.
5. Agile Projects to move up 600% to become 20% - 30% of all HSBC projects.

PUBLIC

Methodology Practices
Agile Governance

https://www.cprime.com/tag/agile-governance/

PUBLIC

Methodology Practices
Sprint Governance
BA

Start Development
Iteration

Tester

Business BA
Write Story and Scenarios
Story Planning Session

Implement Automated
Acceptance Tests
Dev Tester
Start
Here

Implement Functionality

Development
Development
Engine
Iterations

Dev

Dev

Daily BA/QA demo

Dev Tester BA

System
Testing

Story Testing
BA / QA Signoff on Dev Box
Tester
Business Showcase

Dev Tester BA
Business BA

End Development Iteration
27
PUBLIC

Methodology Practices
Agile ROI

…the longer you wait
for your ROI ..the
deeper your
investment is.
CFO Agile

http://www.infoq.com/news/2010/08/agile-for-cfo

PUBLIC

Methodology Practices
Methodology Practises …

Agile is the GLUE
..used well it can bring Speed into
Production
with appropriate Governance

PUBLIC

Methodology Practices
Framing – Getting into Production
Governance

Software Industry

… it’s time to go from
95% to 99.99% …”

.…the shorter the line to
Production the quicker the
return on investment (ROI)

Agile
Agile is the Glue - Bringing Speed into Production
with appropriate Governance
PUBLIC

Methodology Practices
There is one individual who will navigate the project through the rapids
of the governance tollgates, audits, reviews, security while maintaining
momentum in analysis, development, testing and deployment ..as well
as cutting the teams hair, keeping the place tidy and cooking a mean
lasagne!

The Project
Manager

http://www.google.com/imgres?um=1&safe=active&sa=N&hl=en&tbm=isch&tbnid=INnfHQIzM3jPjM:&imgrefurl=http://cobal
tpm.com/which-superhero-do-you-want-on-your-project/&docid=aEQWClJX9s_b1M&imgurl=http://cobaltpm.com/wpcontent/uploads/2013/04/Superman.jpg&w=650&h=1080&ei=RRyVUvP_MOau7Ab3roCQDQ&zoom=1&iact=rc&dur=2&pa
ge=2&tbnh=139&tbnw=106&start=16&ndsp=24&ved=1t:429,r:17,s:0,i:132&tx=53&ty=70

PUBLIC

Methodology Practices
Elephant – balancing
http://brettharned.com/2011/03/09/youre-a-project-manager-not-superman/

PUBLIC

Methodology Practices
We asked our Project Mangers ‘How they felt towards Governance’

PUBLIC

Methodology Practices
…some of this

PUBLIC

Methodology Practices
….a bit of this

PUBLIC

Methodology Practices
..but mostly a lot of this!

PUBLIC

Methodology Practices
Audit

Information
Security and Risk

ITO
Fraud

Compliance
Quality
Assurance

Architecture

PUBLIC

Methodology Practices
Top 10 Tips Tricks and Traps
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Jump in the trench – talk to the PM’s
Be Smart – stop having 10 different teams hammering at the door all asking for the same thing
joined up thinking – let your team breath – living room different windows
Make it Simple – if its simple – we can understand it – if I can understand it Im more likely to do it
– if I do it I’m compliant !
Weed frequently
Keep it small – if its too big, I cannot test it
Engage early – develop a relationship – go out hand in hand for breezy
Find the carrot - not always stick – if there is an incentive to do the right thing
Help the team help themselves – what should they be adhering to, get your own house in order,
FAQ’s,
Learn from others
Automate Automate Automate – test frequently and combine Governance

PUBLIC

Methodology Practices
Getting into Production
Governance

Software Industry

… it’s time to go from
95% to 99.99% …”

.…the shorter the line to
Production the quicker the
return on investment (ROI)

Agile
Agile is the Glue - Bringing Speed into Production
with appropriate Governance
PUBLIC

Methodology Practices
..and always look after your Project Manager!

PUBLIC

Methodology Practices
References, Copyright Acknowledgements and Thank you’s
· Wikipedia – Framing
· RBS - Notes: http://www.mybanktracker.com/news/2012/07/02/royal-bank-scotlands-disaster-objectlesson-perils-cashless-economy/
· RBS - http://www.flickr.com/photos/alexmartin81/5503382536/
· http://www.theguardian.com/money/2012/jun/29/natwest-fiasco-what-happens-now
· http://www.flickr.com/photos/kilwirraarchitects/4800779023/in/photostream/
· http://chronicle.augusta.com/sports/college/2010-12-04/auburn-quarterback-pound-south-carolina
· Jay weird – Photo of the Maze - http://www.flickr.com/photos/44990811@N04/5557042089

PUBLIC

Methodology Practices
Questions
Contact
Stuart1.Mitchell@HSBCIB.com
LinkedIn – Stuart Mitchell

PUBLIC

Methodology Practices

Stuart Mitchell, HSBC, Tiptoeing Elephants

  • 1.
    Tiptoeing Elephants Assurance ofAgile Conference | November 2013 PUBLIC Methodology Practices
  • 2.
    Stuart Mitchell Global ProgrammeManager Agile@HSBC 11yrs using Agile at the ‘coal face’ Keynote Speaker at multiple Conferences and business forums HSBC Bank 2nd largest Bank in the World 225,000 employees 39 different countries Over 100+ Agile Projects Worldwide PUBLIC 2 Methodology Practices 2
  • 3.
    Framing :. -With the same information being used as a base, the ‘frame’ surrounding the issue can change the reader’s perception without having to alter the actual facts. http://en.wikipedia.org/wiki/Framing_(social_sciences) PUBLIC Methodology Practices
  • 4.
    The reason WHYwe are in business PROFIT PUBLIC Methodology Practices
  • 5.
    In Software Developmentwe contribute in 3 ways only 1. Cost Reduction - Efficiency gain – which leads to spending less money which helps us make a PROFIT 2. Wealth Creation – More Products - Income Enablement 3. Keep the doors open – maintenance / regulatory governance – the cost of doing business PUBLIC Methodology Practices
  • 6.
    The only waythat ANY of these initiatives are realised is by getting the software into …… PRODUCTION PUBLIC Methodology Practices
  • 7.
    Question: If you stoppedtoday building software how long would your business survive? A : It’s unknown …but it’s not very long. PUBLIC Methodology Practices
  • 8.
    PRODUCTION – Allroads lead to ROI It’s magical · Gives EFFICIENCY GAINS · Removes competitive advantage · Closes the gap on disadvantage · Keeps the doors open …its only in Production that you get RETURN ON INVESTMENT – return on the risk and the money spent on it PUBLIC Methodology Practices
  • 9.
    Framing – Gettinginto Production Governance PUBLIC Methodology Practices
  • 10.
    Financial Industry –Need Governance PUBLIC Methodology Practices
  • 11.
    The Financial industryis changing All parties are demanding more robust software in Production § § The Investment Banking industry is undergoing major changes Focused more than ever on Governance and regulatory compliance “Since the financial crisis of 2008, we are living through an era of more intense regulations and more intense scrutiny about all types of transactions and banking practices. …. It is a new world! ” Fred Terrell, Credit Suisse Group “What is acceptable today may not be acceptable tomorrow… it’s time to go from 95% to 99.99% …” PUBLIC Methodology Practices
  • 12.
    Planned Tollgates, Controls,Reviews, Approvals and Guidelines …..are seen to tighten control but are speed bumps to Production NEW Tollgate NEW Tollgate NEW Tollgate NEW Tollgate Oct 2014 Feb 2014 Mar 2014 May 2014 4 1 Q4 2013 2 3 Q1 2014 Q2 2014 NEW Review NEW Test Reviews Nov 2014 Feb 2014 Mar 2014 …… NEW TOLLGATE Apr 2014 Audits Apr 2014 Reviews sign-off control Jan 2014 Feb 2014 Review against Guidelines Feb 2014 NEW Approval Oct 2013 PUBLIC Methodology Practices
  • 13.
    Goldilocks Governance · TooMuch - development grinds to a halt · Too Little - potential chaos! · Just Right – allows development and delivery at pace PUBLIC Methodology Practices
  • 14.
    Framing – Gettinginto Production Governance Software Industry … it’s time to go from 95% to 99.99% …” PUBLIC Methodology Practices
  • 15.
    Software into Production– Quickly IDEA PRODUCTION Time .…the shorter the line to Production the quicker the return on investment (ROI) PUBLIC Methodology Practices
  • 16.
    The Software industryis changing The Business are demanding more robust software in Production …and quicker - Pingit from design into production 6mths - 2,000,000 signed up - Reputation enhanced - Competitive advantage gained PUBLIC Methodology Practices
  • 17.
    Framing – Gettinginto Production Governance Software Industry … it’s time to go from 95% to 99.99% …” . .…the shorter the line to Production the quicker the return on investment (ROI) PUBLIC Methodology Practices
  • 18.
    Increased Governance VSoftware Development ….the Battle Royale http://www.flickr.com/photos/42985099@N03/8408263772 PUBLIC Methodology Practices
  • 19.
    Framing – Gettinginto Production Governance Software Industry … it’s time to go from 95% to 99.99% …” .…the shorter the line to Production the quicker the return on investment (ROI) Agile PUBLIC Methodology Practices
  • 20.
    Framing Agile http://www.instituteforgovernment.org.uk/publications/23/ PUBLIC ……or onGoogle search for Government and System 20 error Methodology Practices
  • 21.
    Emerging technology trendsthat will impact Government 1. 2. 3. 4. 5. 6. Social technology Mobile and location-based services Game mechanics Cloud computing HTML 5 Augmented reality 7. Agile development 8. Next generation search 21 PUBLIC Methodology Practices
  • 22.
    Forbes Magazine –9th April 2012 22 PUBLIC Methodology Practices
  • 23.
    Nearly every FTSE500 company uses Agile is some capacity or other. 23 PUBLIC Methodology Practices
  • 24.
    Agile Books –1700 Books per month 20 Kent Beck Mike Beedle Arie van Bennekum Alistair Cockburn Ward Cunningham Martin Fowler James Grenning Jim Highsmith Andrew Hunt Ron Jeffries Jon Kern Brian Marick Robert C. Martin Steve Mellor Ken Schwaber Jeff Sutherland Dave Thomas 24 PUBLIC 24 Methodology Practices
  • 25.
    Tooling Maturity Level Timeto ready ready – Start your engines 1. Agile moving to more ‘main stream’ acceptance 2. Agile becoming the default methodology i.e. UK Gov, RBS, Bank of America etc. 3. Agile experience and understanding to become ‘a given on CV’s’ similar to MS Office. 4. Agile Projects adoption to be increasing promoted by Business and Senior Management as their understanding increases. 5. Agile Projects to move up 600% to become 20% - 30% of all HSBC projects. PUBLIC Methodology Practices
  • 26.
  • 27.
    Sprint Governance BA Start Development Iteration Tester BusinessBA Write Story and Scenarios Story Planning Session Implement Automated Acceptance Tests Dev Tester Start Here Implement Functionality Development Development Engine Iterations Dev Dev Daily BA/QA demo Dev Tester BA System Testing Story Testing BA / QA Signoff on Dev Box Tester Business Showcase Dev Tester BA Business BA End Development Iteration 27 PUBLIC Methodology Practices
  • 28.
    Agile ROI …the longeryou wait for your ROI ..the deeper your investment is. CFO Agile http://www.infoq.com/news/2010/08/agile-for-cfo PUBLIC Methodology Practices
  • 29.
    Methodology Practises … Agileis the GLUE ..used well it can bring Speed into Production with appropriate Governance PUBLIC Methodology Practices
  • 30.
    Framing – Gettinginto Production Governance Software Industry … it’s time to go from 95% to 99.99% …” .…the shorter the line to Production the quicker the return on investment (ROI) Agile Agile is the Glue - Bringing Speed into Production with appropriate Governance PUBLIC Methodology Practices
  • 31.
    There is oneindividual who will navigate the project through the rapids of the governance tollgates, audits, reviews, security while maintaining momentum in analysis, development, testing and deployment ..as well as cutting the teams hair, keeping the place tidy and cooking a mean lasagne! The Project Manager http://www.google.com/imgres?um=1&safe=active&sa=N&hl=en&tbm=isch&tbnid=INnfHQIzM3jPjM:&imgrefurl=http://cobal tpm.com/which-superhero-do-you-want-on-your-project/&docid=aEQWClJX9s_b1M&imgurl=http://cobaltpm.com/wpcontent/uploads/2013/04/Superman.jpg&w=650&h=1080&ei=RRyVUvP_MOau7Ab3roCQDQ&zoom=1&iact=rc&dur=2&pa ge=2&tbnh=139&tbnw=106&start=16&ndsp=24&ved=1t:429,r:17,s:0,i:132&tx=53&ty=70 PUBLIC Methodology Practices
  • 32.
  • 33.
    We asked ourProject Mangers ‘How they felt towards Governance’ PUBLIC Methodology Practices
  • 34.
  • 35.
    ….a bit ofthis PUBLIC Methodology Practices
  • 36.
    ..but mostly alot of this! PUBLIC Methodology Practices
  • 37.
  • 38.
    Top 10 TipsTricks and Traps 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Jump in the trench – talk to the PM’s Be Smart – stop having 10 different teams hammering at the door all asking for the same thing joined up thinking – let your team breath – living room different windows Make it Simple – if its simple – we can understand it – if I can understand it Im more likely to do it – if I do it I’m compliant ! Weed frequently Keep it small – if its too big, I cannot test it Engage early – develop a relationship – go out hand in hand for breezy Find the carrot - not always stick – if there is an incentive to do the right thing Help the team help themselves – what should they be adhering to, get your own house in order, FAQ’s, Learn from others Automate Automate Automate – test frequently and combine Governance PUBLIC Methodology Practices
  • 39.
    Getting into Production Governance SoftwareIndustry … it’s time to go from 95% to 99.99% …” .…the shorter the line to Production the quicker the return on investment (ROI) Agile Agile is the Glue - Bringing Speed into Production with appropriate Governance PUBLIC Methodology Practices
  • 40.
    ..and always lookafter your Project Manager! PUBLIC Methodology Practices
  • 41.
    References, Copyright Acknowledgementsand Thank you’s · Wikipedia – Framing · RBS - Notes: http://www.mybanktracker.com/news/2012/07/02/royal-bank-scotlands-disaster-objectlesson-perils-cashless-economy/ · RBS - http://www.flickr.com/photos/alexmartin81/5503382536/ · http://www.theguardian.com/money/2012/jun/29/natwest-fiasco-what-happens-now · http://www.flickr.com/photos/kilwirraarchitects/4800779023/in/photostream/ · http://chronicle.augusta.com/sports/college/2010-12-04/auburn-quarterback-pound-south-carolina · Jay weird – Photo of the Maze - http://www.flickr.com/photos/44990811@N04/5557042089 PUBLIC Methodology Practices
  • 42.