Agility at Scale. Support de la méthodologie SAFe dans la plateforme CE-ALM. Christophe Telep Offering Manager, IBM

Transcription

1 Agility at Scale Support de la méthodologie SAFe dans la plateforme CE-ALM Christophe Telep Offering Manager, IBM

2 Agenda IBM s point of view The recipe SAFe overview IBM s support for scaling agile Customer testimonials Eating our own dogfood Learn more 2

3 What does scaled agile mean to us? IBM s Point of View 3

4 What does enterprise agile mean to us? Orchestration Regardless of agile maturity Regardless of process, speed Application Complexity Lean Startup Design Thinking Continuous Value Delivery Focus on user experience Modeling, requirements, governance as necessary Economic thinking and prioritization Maximizing value delivery with each iteration Simple Complex Agile Slower Traditional Cloud Enabled Cloud / Mobile Native Rapid Business Aligned Delivery 4

5 What is the relation to Lean and DevOps? LEAN Eliminating waste Visual workflow management Root-cause problem solving Leaders engagement AGILE PEOPLE Independent, self-governing teams Faster feature cycle time Embrace change DEVOPS Automation Continuous delivery Continuous feedback Engineering components of Lean IT PURPOSE Capability to ID & solve problems PROCESS MULTI-SPEED DELIVERY Different speeds needed for different value propositions Adaptive business mind-set Multi-platform, Multi-technology, Multi-process Varied development and deployment environments 5

6 Best practices and guidance for getting started The recipe 6

7 Scaled Lean-Agile Principles Address aspects of waste and ineffectiveness in traditional processes Take an economic view Apply systems thinking Assume variability; preserve alternatives Manage risk and efficacy with fast, synchronous learning cycles Develop systems incrementally; integrate and test frequently Facilitate flow by limiting WIP, reducing batch sizes and manage queue lengths Base milestones on objective evaluation of working systems 7

8 Addressing the Enterprise Challenge Shift how you act and make decisions Ensure transformation addresses all aspects of the environment Adopt an economic view to deliver value 8

9 Shift how you act and make decisions Value Delivery First Making money is the result, delighting the customer is the goal Take an economic view Management s Role Enable those doing the real work to be as efficient as possible by identifying and removing impediments Collaborate Everywhere! Avoid exclusively topdown or bottom-up planning neither leads to success 9

10 Transform the environment People: Establish an organization-wide culture with the right set of skills to embrace lean and agile values everywhere, across all teams, every day Process: Apply lean and agile principles in the planning, development, deployment and delivery of value and then monitoring feedback to improve continuously Tools: Provide a framework that enables the implementation of lean and agile practices easily while also providing traceability and visibility of work across multi-disciplinary teams 10

11 Adopt an economic view to deliver value Kanban (Lean) ROI Ranking Value Delivery Value Estimating & Tracking 11

12 Focus on people, process AND tools Unite the tribes Speak the same language, use the same vocabulary Let the tools do their thing and leave the teams alone! Collaborate Orchestrate Unify delivery of value Teams can deliver at different speeds, but the cadence of delivery is unified Use tooling to enable visibility and eliminate waste Adopt Agile and Lean practices, regardless of process Reduce batch size uniformly, develop and deliver more quickly Govern where necessary, simplify where possible Leverage 14

13 What is the Scaled Agile Framework? SAFe Overview 15

14 Recipe: Based on SAFe Core Values Align Build quality in Be transparent Execute: Plan & Adjust The best agile teams do not make a successful, agile business Adopt lean and agile principles everywhere! Topdown, bottom-up Unify the cadence to reduce variability and risk Align requirements, construction and test Validate quality at every increment Leverage MBSE and design thinking Build with Enablers (exploration, infrastructure, architecture) Develop a single source of truth for solution intent and context Record knowledge Instill trust through visibility and collaboration Reduce waste! Evaluate progress of solution AND progress toward compliance Deliver value predictably and continuously improve Plan for change and respond quickly Reduce time to feedback by working with smaller batch sizes Demonstrate value at each increment 16

15 Industry-Leading Scaled Agile Framework Orchestrate Collaborate Unify Learn Respond Improve 17

16 SAFe for Lean Enterprises (SAFe 4.5) Four Configurations Beta templates now available! Full SAFe Like 4-Level SAFe 4.0 Portfolio SAFe Like 3-Level SAFe 4.0 Large Solution SAFe No Portfolio Essential SAFe Program & Teams Only 18

17 SAFe Summary Portfolio Solution (Value Stream) Program Team Strategy formulation and portfolio communication Organizing and funding Value Streams Managing the flow of larger initiatives Governance and cross- Value Stream orchestration Solution Intent & Management Engineering and Architecture Customer and Supplier relationships Program (ART) coordination Unified Vision & Roadmap Teams of Agile Teams that build solution capabilities and subsystems Common mission Architectural & User Experience governance Evidence of progress and delivery of value Organized by solution or subsystem delivery Scrum, Kanban, hybrid processes Delivery of technology Organized by feature or component delivery Foundation Core Values, Lean-Agile Principles, Center of Competency 19

18 The tooling behind the methodology IBM s support for scaling agile 20

19 Roadmap Summary SAFe 4.0 beta support delivered SAFe 4.0 support generally available SAFe 4.0 reports 2H2017 (6.0.5) CLM LPA capabilities for SAFe 3.0 Portfolio 1H2017 (6.0.4) Support for SAFe 3.0 for Program (RTC) and Portfolio (CLM) delivered SAFe 3.0 reports 2015 (6.0, 6.0.1) 1H2016 (6.0.2) 2H2016 (6.0.3) Advanced SAFe 4.0 Reports: (Delivered) Program Velocity Sunset Graphs PI Performance Scope Added/Removed Progress Measure Updated templates: RDNG: Embedded process guidance RTC: Team Kanban, mvp and stretch attributes SAFe 4.5 beta support Templates, Configuration Guidelines Updated reports New report packaging for SAFe and non-safe tooling environments Additional reports (in progress) Burnup/Burndown Iteration Health Resource Allocation Cumulative Flow Release Predictability 21

20 Key value propositions Organizational Alignment Value Proposition: Cross-domain collaboration and end-to-end visibility Invest Within Capacity to Deliver Quickly Value Proposition: Adopt lean principles at all levels, rank smarter to deliver the right things right Focus on Client Value Value Proposition: Elaborate solutions by applying design thinking methods to get feedback early and often Measure, Learn and Improve Value Proposition: Demonstrate measured improvement and plan more effectively Get Up & Running Quickly Value Proposition: Complete SAFe alignment out of the box 22

21 Use the IBM CE solution to scale agile Details aligned with key value propositions Organizational alignment Real-time consolidated Roadmap at all SAFe levels Reports that provide insight into work driven from business strategy and priorities Invest within capacity to deliver quickly WIP-limited Enforced workflow WSJF triage and sorting Soft dependency identification Focus on client value ROI ranking using auto calculated WSJF Value tracking at all levels aligned to changes delivered Measure, learn and improve Dashboards for visibility Align work based on business strategy and priorities Value-based portfolio metrics Track value delivery and trends Get Up and Running Quickly Templates speed-up the creation project areas Starter sets to create Dashboards Structure Artifacts Attributes Activities/Workflow 23

22 And our differentiation Address cultural transformation challenges Process guidance embedded in the tooling through work item templates and links for common SAFe activities Align teams with different processes and speeds Programs provide the framework to coordinate individual teams Build in quality Manage Test Assets and Test results mapping to all levels of SAFe Requirements governance as needed Solution modeling and design Non-Functional, System, User requirements Standards Configure for practical SAFe adoption Take what is valuable, ignore the rest Customize for organization needs Flexible implementation patterns to fit structure and size 24

23 Involve all roles in the end-to-end lifecycle Complete cross-domain lifecycle support Change Management (RTC) Requirements Management (RDNG) Quality Management (RQM) Modeling (Rhapsody/DM) Cross-domain reporting for planning & execution status End-to-end traceability reports Planning Progress Execution Status & Risk 25

24 Support for SAFe 4.0 (in the box in 6.0.3!) Get your SAFe Portfolio up and running in an hour! Tooling configuration Artifacts and attributes Key concepts: Economic ranking, lean thinking, value-based delivery Plans to support key activities: Roadmap, Kanban, WSJF Ranked List Agile Team-based Planning Reports Built-in process guidance 26

25 Changes to Tooling & Collateral in CLM for SAFe 4.0 Read all about it! What s new with SAFe in CLM Rational Team Concert Feature & Story: Added MVP attribute Learning Milestone: Added to Program template PI Objective: Added Stretch Objective Function: Proposed attribute editable in Plan Views, WSJF (decimal) sortable in plan views Rational DOORS Next Generation Process Guidance: Added Type Description hyperlink to additional guidance on all SAFe artifacts Rational Quality Manager Roles: Added Test Administrator 27

26 SAFe 4.5 support (beta) Get your SAFe environment up and running in an hour! Reports Tooling configuration, including support for all 4 configurations out of the box Artifacts and attributes Key concepts: Economic ranking, lean thinking, valuebased delivery Plans to support key activities: Roadmap, Kanban, WSJF Ranked List Agile Team-based Planning Built-in process guidance 28

27 SAFe 4.5: Changes to Tooling & Collateral Rational Team Concert Value Stream Solution changes Plan Types, Plan Views Roles: Value Stream Engineer Solution Train Engineer Timeline Iterations Work Items: Value Stream Epic Name, PI Objective Value Stream type Add Compliance Enabler Type Epic Value Statement Epic Hypothesis Statement Capability/Feature Description Benefit Hypothesis Workflow changes for Kanban Process Descriptions Rational DOORS Next Generation Lightweight Business Case Lean Business Case Compliance content in Solution Intent Rational Quality Manager Value Stream Solution changes to dashboard, categories developerworks & RMC Content Artifact guidance Process documentation (RMC) Videos, demo environments 29

28 Artifact Taxonomy Solution Intent, Solution Context, Requirements (System, User, Non- Functional), Lifecycle Scenarios (Acts, Scenes, Roles), Graphics (wireframes, architecture), Models (link to Rhapsody/DM) Solution Elaboration Artifacts (RDNG) Business Artifacts Strategic Themes, Lightweight Business Cases, Value Streams, Programs, Vision (RDNG) Epics, Capabilities, Features, Learning Milestones, PI Objectives Change Artifacts (RTC) Quality Artifacts (RQM) Test Suites, Test Plans, Test Cases 30

29 SAFe 4.5 Beta Templates Supporting all 4 Configuration Full SAFe Portfolio SAFe Large Solution SAFe Essential SAFe Across all of CLM CLM LPA RTC RDNG RQM Create SAFe Configurations in tooling with the push of a button Instrument updates in templates consistent with SAFe new templates in CLM (LPA), RTC, RDNG, RQM 31

30 IBM s support for scaling agile Evolving 32

31 Start simply, evolve as necessary Out-of-the-box CLM templates allow you to create a SAFebased Program or Portfolio infrastructure in 10 minutes Start simple and evolve Complete support for SAFe Programs and Teams Partial SAFe Full, Portfolio, Large Solution Complete support for SAFe, all levels RTC RTC CLM (RTC + RDNG + RQM) Lightweight requirements management (via RTC work items) Lightweight requirements management (no formal requirements or solutioning artifacts) Cross-domain support for requirements, change and quality management 33

32 One size does not fit all Many teams, different needs Small Teams Simple Applications Simple process Cloud-based development and deployment High risk tolerance Minimal or no orchestration or planning requirements Large teams Complex, Regulated Development Multiple processes, rigorous governance and compliance Multi-platform, multi-technology development and deployment Low risk tolerance Complex orchestration and planning with dependency management across many teams 34

33 Typical Adoption Path 1. Start with Agile Teams, add Program level = Essential SAFe RTC supports this Add RDNG and/or RQM for added requirements and quality management governance 2. Scale up to the Portfolio level as needed = Portfolio SAFe RTC supports this with limited Portfolio support Adding RDNG creates additional Portfolio artifacts for budgeting and decision-making 3. Add cross-domain capabilities for Portfolio, Full or Large Solution SAFe Scale up to cross-domain capabilities when and if you are ready RTC (Essential SAFe) RTC (Essential + Portfolio SAFe) CLM (Essential + Portfolio, Full or Large Solution SAFe) 35

34 Evolving to Agile Requirements Management The Basics Strategic Theme Value Stream Program The Obvious System Requirements User Requirements Non-Functional Requirements The New Stuff Vision Solution Intent Solution Context Lifecycle Scenario (Act, Scene) Lean Business Case 36

35 RTC Project Area (SAFe) CLM Lifecycle Project Area Support for all levels, multiple processes Templates enable you to set up a SAFe tooling infrastructure that supports best practices out of the box! Portfolio Portfolio Large Solution (optional) Flexible configuration options allow you to choose what works for you! Value Stream Agile Team 1 Team SAFe-based Program Program Agile Team 2 Team Team 1 Team Traditional (Waterfall) Program Program Team 2 Team RTC Project Area (FPMT) Agile Team 3 Team CLM Lifecycle Project Area (MtM) 37

36 IBM s support for scaling agile Enterprise Reporting 38

37 Covering the industry-standard metrics Alignment Progress Value Delivery Performance Investment Budget & Allocation Roadmaps Dependencies Status Scope Added/Removed Sunset Graph Planned/Actual Value Ready for System Demo Progress Measure Velocity Estimated vs Actual Story Points Achieved Value PI Performance 39

38 Investment & Budget Allocation How many Program-level work items are associated with specific Strategic Themes and what is that work? 40

39 continued How is our bucket of money disbursed across Value Streams and Programs? How does that compare to allocation of resource/cost and the Total Market Opportunity? 41

40 Dependencies Blocked Program Hard dependencies between work items Blocking Program Soft Dependencies Blocked for a reason 42

41 Roadmaps At all levels Portfolio, Large Solution (Value Stream), Program 43

42 Roadmaps Drilling into the details Proposed and Planned PI targets Program work: Summary, Status Program doing the work Support for agile and waterfall Programs 44

43 Execution Progress and Effort At all levels Portfolio, Large Solution (Value Stream), Program 45

44 Sunset Graphs: Tracking delivery of value Features delivered (or to be delivered) Associated Stories and planned value Mandatory: 7-10 Important: 4-6 Optional:

45 Tracking value As work is completed, system demonstrations are queued up so that value can be assessed 47

46 Progress & Estimation 48

47 Velocity 49

48 Trends in value delivery Average achieved value by PI Table view allows you to drill down into details for each achieved value What value was delivered? 50

49 Now and in the future Managing Dependencies 51

50 How can you manage dependencies today? Dependency Reports Blocked Program Hard dependencies between work items Blocking Program Dependency Reports: Provides visibility Dynamically change scope Cross-Team/Program/Value Stream No visual indicator Not actionable No drill up/down No easy way to know how to mitigate 52

51 How can you manage dependencies today? Plan Views Roadmap Plans: Provides visibility Visual indicator Actionable Scope is static No drill up/down No easy way to know how to mitigate No cross-program in Kanban view 53

52 What are the key characteristics of a dependency board? Actionable Ability to change dependencies or target iterations Add/remove dependencies Flexible Scope to any level Include/exclude work item types Consumable Based on real-time, or near real-time data Add as a widget on any dashboard 54

53 What do we have in mind? 55

54 Experiences from the experts Customer Testimonials 68

55 Summary [Blog] Words of wisdom from a few of the scaled agile "experts" at Interconnect 2017 NICEActimize DevOps.com interview: IBM InterConnect 2017 w/igal Levi, NICE Actimize Pôle emploi: Scheduling and prioritizing development backlog with the Scaled Agile Framework Softplan: Gaining robust visibility with IBM Rational software and the Scaled Agile Framework methodology US Department of State: Customer Reference 69

56 Summary & Next Steps 74

57 SAFe support in CLM - Mapping IBM Rational Collaborative Lifecycle Management (CLM) Portfolio Solutions (Value Streams) RTC Tracking & Planning Portfolio backlog Solution backlog Roadmap & Kanban views DNG Requirements Mgmt Value Stream Strategic Theme Lean Business Case Solution Elaboration System Requirements RQM Quality Mgmt Solution Test Plan Program Program backlog WSJF Ranked List Roadmap & Kanban views User Requirements Non-Functional Requirements Program Program Test Plan Team Scrum based: Ranked Backlog, Sprint Planning Kanban & Taskboard views User Requirements Non-Functional Requirements Team Test Plan Reports and Dashboards 75

58 Enabling key SAFe concepts in tooling Lean & Agile principles Apply leaning thinking across the portfolio at ALL levels! to eliminate waste and respect work-in-process (WIP) limits Provided through Kanban planning at each SAFe level Economic thinking Value-based delivery Process guidance Avoid the loudest voice, biggest stick syndrome Rank and prioritize based on biggest bang for the buck greatest value at lowest cost Provided through calculated WSJF and WSJF-ranked backlogs for planning at all SAFe levels Capture the notion of value, track it, report on it improve it! Provided through PI Objective at Value Stream, Program and Team levels with reports to track value delivery and trends Help your team learn by doing Process guidance embedded in the tooling through work item templates for common SAFe activities and methodology support 76

59 Where can I learn more? SAFe Landing Page Getting Started with SAFe SAFe 4.5 Assets Contact Us: safeinfo@bg.vnet.com Me! asilber@us.ibm.com 77

60 Questions? 78

61 Thank You! 79

62 Why scale agile? Making the case for the Lean Enterprise 80

63 Do successful agile teams = successful enterprises? Team success More Story Points, higher velocity More Features Shorter cycle times Lower defects Cool new stuff Enterprise success Improved time to happy customer Increased market share Improved competitiveness Lower risk A project is more than just a single feature 81

64 The Enterprise needs more than just SCRUM Manage development and delivery across teams Get visibility into development and non-development tasks in a single place Balance Speed and Quality Work together across distributed teams Maintain process of formal governance Deliver Quality Manage dependencies Outsource some work in order to deliver more quickly Orchestrate deliver across teams delivering at different speeds Collaborate effortlessly and support the principles of independent, selfgoverning teams CHALLENGE - How do we orchestrate all of this consistently? 82