Large Scale Agile Transformation. ABC Bank Case Study

Transcription

1 Large Scale Agile Transformation ABC Bank Case Study

2 Case Study: ABC Bank A Distributed Agile improvement effort Established in 1930, Premier supplier of financial services in its geographical region Development Team 6 Business Units Global Dev Teams Revenue in 2016: $3.5 billion 4.5 m personal & 3,50,000 business customers Estimated IT budget for 2017: $1.2 billion $ 160 million distributed in the Levant ABC Bank IT Group Every 5 minutes, 100 million dollars turned over in systems ABC Bank is an established, reputable bank which is the largest banking network in its area. With over 600 branches spanning five continents, ABC Bank has made its presence known in key financial markets and centers such as London, Dubai, Singapore, New Delhi, Cairo, Paris, Bangkok and Bahrain. ABC Bank provides a wide range of financial products and services for individuals, corporations and other financial institutions. The Bank s products and services cover Consumer Banking, Corporate and Institutional Banking and Treasury services. The bank is a major economic engine throughout the Southeast Asia, North Africa and Middle East region, providing banking services and capital, and facilitating development and trade. According to its website, the bank is the highest-ranked by market capitalization, and represents 32% of its Stock Exchange.

3 Technical Situation The current environment runs on an older infrastructure that no longer capable of handling the bandwidth necessary for servicing the bank s worldwide customer base. Additionally, the bank would like to offer customers an extended virtual services portfolio to automate their orders and also eliminate conventional, halted media of telephone and paper orders. Catching up with a competitive market Integrating existing systems and customers with the updated systems Ship to customer at a faster rate Adoption curve dependent on Agile principles & CI- CD paradigm Timely & continuous delivery of value-added services per iteration Race to get more features & services out to the customer at a constant rate Widening the customer base while retaining existing loyal customers

4 Pain Points Challenges Catching up ABC Bank has a conventional technological setup with legacy frameworks running on old platforms with fading support. The bank s IT setup has piled up technology debt on one hand and suffers from a lack of platform support on the other. The bank faces shrinking employee expertise, and difficulty in recruiting new people with skills in legacy technologies. An extended, shared environment creates usage and priority conflicts that become bottlenecks to timely and continuous delivery. Configuration details are either unknown or unconventionally stored, with no standards or framework for change management or to reproduce error conditions. This highly unstable and convoluted environment throttles tests and deployment, further slowing down the pace of change and delivery. ABC Bank was faced with a challenge of upgrading its infrastructure to make it scalable with a high degree of performance, stability and availability. The biggest roadblock was the difficulty faced in integrating with modular, and flexible IT architecture that is currently standard for banks. As the bank progresses, increasing customer acquisition especially on the liabilities front along with high focus on quality and customer service make it imperative that the bank s core systems, are scalable and have high degree of performance, stability and availability. The bank had to embarked on a journey of upgrading its core banking systems to the latest technology platform providing high degree of stability, scalability, performance and availability and address technology obsolescence issues.

5 Assessment Plan Identify the current pain-points based on impact Map the current (as-is) state of the technology infrastructure with the target (to-be) set jointly by business & technology Perform detailed analysis of the current infrastructure on metrics like performance, availability, scalability & flexibility Assess resource requirements & perform impact analysis Paint a picture of the target state architecture & the desired modernization tool kit Create a plan with clearly defined milestones on a timeline, tools & technology dashboard, risk mitigation strategies & a viable, comprehensive execution roadmap Suggest the road ahead with regards to breakthroughs on both functional & technical sides

6 Transformation Roadmap Build a roadmap to the future along four tracks: Start with a comprehensive current state assessment of the technological architecture & practices Draw a realistic picture on the following metrics Performance Availability Scalability Flexibility Identify the gaps between the current state and the future vision Clearly define a future vision for the bank's technology & infrastructure People Process Technology Current State Assessment Systemic Gaps Future Vision Content

7 Agile Transformation: People Track Structure Clear definition of the vision for changes in the organizational structure and the benefits it will bring Governance Changes to the decisionmaking, capacity planning & cross-team coordination processes Metrics & Tools Changes to the process for measuring organizational performance. Creation of multifunctional teams across the bank Setting up of an action committee to implement the team structure transformation plan Clear definition of the process for gathering the metrics, showing improvement, and communicating those metrics to the appropriate stakeholders. Redesign & distribute parts to reduce project scope & size Employ lean requirement templates to jump-start delivery Upgrade toolkit to the cutting edge to improve collaboration & communication Invest in Continuous Delivery & Integration Integrate Quality & Testing into delivery Agile Transformation

8 CI-CD Transformation: Process Track Continuous Integration & Delivery Redesign project into pluggable, independent modules dynamically wired up together at runtime Locate, isolate & breakdown monolithic codebases into manageable components with clearly defined ownership Optimize & redesign test suites to be nimble & efficient automations with effective feedback loops Parallelize & automate build tasks & test runs to remedy sluggish builds/startup times Set up delivery pipelines to standardize implementation, build & delivery practices across the bank