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IBM Software                       Thought Leadership White Paper
IBM Software
Design and development              Thought Leadership White Paper
                                             Author: Kurt Solarte
Design and development




Agile:
Disciplined Agile Delivery:
Transforming small-team thinking
An introduction
into big business results
2   Agile: Transforming small-team thinking into big business results




Introduction                                                      with it, but these dynamics have changed and organisations
                                                                  are taking a more flexible approach, operating hybrid
It is safe to say that agile is no longer a fad. In fact, it is   delivery models tailored to project or business needs.
fast-becoming the development method of choice for many
businesses in Australia. But for enterprises, implementing        Our experience working with clients, and through our own
agile at scale is still a novel and challenging idea.             agile transformation, is that agile delivery should not be
                                                                  rigid or prescriptive. It is a collaborative, evolutionary, self
Familiar with the benefits of agile on a small scale, CIOs        organising approach that produces high-quality solutions
are increasingly looking to apply agile methods to broader        in a cost-effective and timely manner via a risk and value
projects. Geographical distribution, compliance and               driven lifecycle.
organisational culture increase the complexity of scaling
agile strategies, but do not necessarily stand in the way.
                                                                  Agile in Australia
The real issue is how to bridge the gap between grass-roots
development and cross-organisation delivery.
                                                                  Over the past decade, the agile community in Australia has
                                                                  witnessed exponential growth. A simple search for ‘agile’ on
Scaling agile methods has been proven in many large
                                                                  seek.com.au clearly demonstrates this. Approximately 4,600
companies in the US and Europe, but is still in its infancy
                                                                  agile roles are advertised in Australia today. In 2002 this was
in Australia. IBM® has a long and proud history of delivering
                                                                  not the case. In fact, Agile Business Stream Lead and Agile
agile projects at scale. We started using agile methods almost
                                                                  Delivery Coach roles did not formally exist.
15 years ago, and then began our own official corporate
journey in 2006 and now use agile methods across 85%
                                                                  Adoption levels of agile development methods have been
of our internal development. Today, we are working with
                                                                  very high at a grass-roots level, but their implementation
enterprises, including telcos, financial institutions and
                                                                  has been limited to small companies or small independent
government agencies to facilitate agility at scale.
                                                                  teams within large organisations. To date, Australian
                                                                  enterprises have struggled to scale agile delivery methods
In this whitepaper we will discuss the challenges and barriers
                                                                  enterprise-wide.
Australian businesses are facing, share our experience gained
working with local and global companies, discuss key trends,
                                                                  The reasons for this are both cultural and structural. To be
and outline best practices for scaling agile within complex
                                                                  able to scale, organisations need to be able to interface new
organisations.
                                                                  systems with old systems, which is easier said than done.
                                                                  Traditional project management has also fought agile,
Putting agile into context                                        labelling it as a ‘loose cannon’ approach when it comes to
                                                                  compliance, governance and traditional development
Agile is not new. These principles were in practice long          processes. Culturally, agile teams have also been less than
before the Agile Manifesto was first published in 2001, but       receptive to the idea of medium or large-scale coordination,
it is only in the last ten years that agility has grown from a    and have not viewed agile as a delivery method suited to
philosophy into a disciplined delivery method. Many people        organisation-wide deployment.
point to the manifesto when attempting to define agile
development, but the agile community has never settled on         Tooling has also been a major issue for Australian
a definition and it is doubtful they ever will.                   enterprises, despite established vendors offering ready-made,
                                                                  cheap software. These tools have facilitated the rapid growth
Agile software development processes are as diverse as they       of agile software development, but have also encouraged a
are complex. Traditionally, they include Scrum, Extreme           throw-away project culture, led by small teams focused on
Programming (XP), Open Unified Process (OpenUP),                  speed of construction, not the delivery needs of the wider
agile instantia¬tions of Rational Unified Process (RUP),          organisation. Many enterprises are now faced with complex
and Agile Modelling (AM), to name a few.                          multi-vendor environments which offer little cohesion and
                                                                  offer no single-view of the over-arching delivery lifecycle.
In the past, companies would opt for one method and run
Agile: Transforming small-team thinking into big business results   3




Organisational change                                              Delivery cycle

The biggest challenge facing enterprises in Australia is           Small agile teams trying to grow often creates challenges for
how to coordinate agile teams – across multiple projects           the organisations we talk to. The reality is that small teams
in multi-disciplined environments – while keeping them             cannot take ownership of the entire delivery cycle, but they
running fast. Companies are appointing agile coaches to            do need to take it into account. The trend we often see is
individual projects, but there is little or no company-wide        small agile teams focused on the construction phase. Once
coordination. Screaming ‘run fast’ will only get you so far.       they’re done, they throw it over the wall to be integration
Secondly, coaches do not have the authority or the ability         tested with little warning or coordination. This leads to a
to prioritise tasks and resources at an organisational level,      sub-optimised delivery process which often takes longer than
which means their scope is limited and often ineffectual.          a traditional waterfall development. Just focusing on the ‘fun
In our experience organisational change requires                   stuff’ will not deliver results at scale. Success hangs on an
‘organisational change managers’ not only responsible              organisation’s ability to make the complexities of software
for setting company-wide priorities, but also the adoption         development and the entire delivery lifecycle explicit to
of change and new technologies which span agile teams.             everyone involved.

                                                                   Within DAD, we recognise that for software to deliver
Enterprise discipline                                              business value, technologies can’t just be developed at speed.
                                                                   Businesses need to look beyond the construction stage and
Globally, what we have found is that organisations either
                                                                   treat the inception and deployment stages of development
have too much discipline or not enough. Saying ‘be agile’
                                                                   with equal pace and importance. Optimising the whole
and expecting teams to sort it out is as ineffective as
                                                                   delivering cycle is the only way businesses can maximise
over-governing the development process. Finding the
                                                                   their return on investment.
sweet spot between the two is the challenge.

IBM recommends a flexible approach to enterprise                   Tooling and culture
discipline. What we try to do is help organisations adopt
a framework rather than a method. We believe disciplines           The idea that agilists can go off and set up whatever planning
like enterprise architecture need to be taken into account,        tool they want and cleanly integrate with the enterprise at
but that a process framework which gives organisations             large is a myth. It is impractical for anyone to capture all of
the ability to adapt methods on a project basis, delivers          the dependencies between projects without the right delivery
the best results.                                                  platform. Many of the enterprises we work with in Australia
                                                                   are very progressive and on board with IBM’s approach when
At the simplest level, IBM’s Discipline Agile Delivery (DAD)       we first meet them. What they often don’t realise is that the
process framework provides guidance but does not prescribe         investment required to successfully facilitate change reaches
mandatory procedures. We do not see the sense in applying          far beyond technology. Scaling agile requires an equal
the same methods when developing a marketing website as            investment in cultural and organisational change, and this
you would rolling out a financial system.                          starts at the top. We have found that most executives are
                                                                   willing to say ‘yes, let’s go agile’, but they often don’t have a
DAD provides an actionable and agile framework which               comprehensive understanding of the impact this will have on
enables organisations to identify specific scaling factors, such   their organisation. Executive education is just as important as
as geographical distribution and domain complexity, and the        executive buy-in.
amount of discipline required to deliver the best results.
                                                                   A delivery platform like IBM’s Rational Team Concert™ will
                                                                   get you so far, but without organisational change specialists
                                                                   to bring a cohesive, holistic view of the entire delivery cycle
                                                                   and the business, companies will struggle to reap the benefits
                                                                   of agile at scale.
4   Agile: Transforming small-team thinking into big business results




Conclusion                                                     For more information

There is no doubt that the appetite to scale agile methods     To further explore the possibilities offered by IBM Rational
is growing in Australia and that the benefits are well         Team Concert, and IBM’s proven approach to agile at scale,
understood, but without local success stories companies        contact your IBM sales representative or IBM Business
aren’t ready to invest. Making the switch takes time and       Partner, or visit http://www.ibm.com/software/au/rational
money and we have found that a truly agile transformation
is a progressive endeavour.                                    For more detailed discussions about several of the topics
                                                               covered in this paper, refer to:
Companies brave enough to embark on the journey need
to focus on taking a disciplined, incremental approach.        •	  he Agile Manifesto: The 4 values of the Agile Manifesto
                                                                  T
Without a strategic vision, rolling out agile methods in an       are posted at http://www.agilemanifesto.org/
environment with different development platforms, different       and the twelve principles behind it at
resources and globally distributed teams, has ‘recipe for         http://www.agilemanifesto.org/principles.html
disaster’ written all over it.
                                                               •	  isciplined Agile Delivery (DAD): The basis from which
                                                                  D
The reality for most companies is that agile methods will         you can scale agile is introduced in the IBM white paper
play a major role in, but never completely dominate their         “Disciplined Agile Delivery: An introduction” at
development mix. Our own experience is that a hybrid              http://public.dhe.ibm.com/common/ssi/ecm/en/
approach works well. Eighty-five percent of our software          raw14261usen/RAW14261USEN.PDF
development is done using agile methods, but we also accept
that more traditional methods deliver better results under     •	  he Agile Scaling Model (ASM): The ASM is described in
                                                                  T
certain circumstances.                                            detail in the IBM white paper “The Agile Scaling
                                                                  Model(ASM): Adapting Agile Methods for Complex
To successfully transform small-team thinking into big            Environments”at ftp://ftp.software.ibm.com/common/ssi/
business results, businesses need to take a flexible,             sa/wh/n/raw14204usen/RAW14204USEN.PDF
customised approach. Agile practices need to be tailored to
the needs of each team, tools that support wider delivery      •	  he Agile Transformation Zone: See how IBM is
                                                                  T
goals need to be introduced and an investment in training         advancing agile success for better software and business
and mentoring to help instil best practice needs to be made.      innovation at http://www.ibm.com/developerworks/
                                                                  mydeveloperworks/blogs/agile/
Technology is only one piece of the puzzle, but a delivery
platform like IBM Rational Team Concert, which supports
Disciplined Agile Delivery, will enable even the largest
of companies to reap the benefits of agility at an
enterprise scale.
Agile: Transforming small-team thinking into big business results   5




About the author                                                  © Copyright IBM Corporation 2012

Kurt Solarte is a Sr. Certified Managing Consultant and           IBM Australia Ltd
the Agile Practice Lead with IBM Rational Software in             Level 13
Sydney focusing on agile development and Collaborative            IBM Centre
Application Lifecycle Management. Kurt was recently with          601 Pacific Highway
IBM Global Business Services in the US as a Certified             St Leonards NSW 2065
Managing Consultant and Sr. Business Analyst where he
specialised in keeping business analysis alive and relevant in    Produced in Australia
the agile delivery of e-commerce, web portal, and business        February 2011All rights reserved
analytics projects. Kurt frequently presents at software
development conferences in the US, Australia, and New             IBM, the IBM logos, ibm.com, Rational, Smarter Planet,
Zealand; is a guest lecturer at UNSW and UTS; and also            Let’s build a smarter planet and the planet icon are
regularly publishes for both IBM and industry publications        trademarks of IBM Corp registered in many jurisdictions
on topics of agile/lean development, Disciplined Agile            worldwide. Other company, product and services marks
Delivery and agility@scale. He invites you to visit his           may be trademarks or services marks of others. A current
LinkedIn profile                                                  list of IBM trademarks is available on the Web at
                                                                 “Copyright and trademark information” at
                                                                  www.ibm.com/legal/copytrade.shtml

                                                                  References in this publication to IBM products or services
                                                                  do not imply that IBM intends to make them available in all
                                                                  countries in which IBM operates.

                                                                  The information provided in this documentation is provided
                                                                  for informational purposes only. While efforts were made to
                                                                  verify the completeness and accuracy of the information
                                                                  contained in this documentation, it is provided “as is”
                                                                  without warranty of any kind, express or implied. In
                                                                  addition, this information is based on IBM’s current plans
                                                                  and strategy, which are subject to change by IBM without
                                                                  notice. IBM shall not be responsible for any damages arising
                                                                  out of the use of, or otherwise related to, this documentation
                                                                  or any other documentation. Nothing contained in this
                                                                  documentation is intended to, nor shall have the effect of,
                                                                  creating any warranties or representations from IBM (or its
                                                                  suppliers or licensors), or altering the terms and conditions
                                                                  of the applicable license agreement governing the use of
                                                                  IBM software.

                                                                  IBM customers are responsible for ensuring their own
                                                                  compliance with legal requirements. It is the customer’s sole
                                                                  responsibility to obtain advice of competent legal counsel as
                                                                  to the identification and interpretation of any relevant laws
                                                                  and regulatory requirements that may affect the customer’s
                                                                  business and any actions the customer may need to take to
                                                                  comply with laws.

                                                                         Please Recycle

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Agile - Transforming Small Team Thinking Into Big Business Results

  • 1. IBM Software Thought Leadership White Paper IBM Software Design and development Thought Leadership White Paper Author: Kurt Solarte Design and development Agile: Disciplined Agile Delivery: Transforming small-team thinking An introduction into big business results
  • 2. 2 Agile: Transforming small-team thinking into big business results Introduction with it, but these dynamics have changed and organisations are taking a more flexible approach, operating hybrid It is safe to say that agile is no longer a fad. In fact, it is delivery models tailored to project or business needs. fast-becoming the development method of choice for many businesses in Australia. But for enterprises, implementing Our experience working with clients, and through our own agile at scale is still a novel and challenging idea. agile transformation, is that agile delivery should not be rigid or prescriptive. It is a collaborative, evolutionary, self Familiar with the benefits of agile on a small scale, CIOs organising approach that produces high-quality solutions are increasingly looking to apply agile methods to broader in a cost-effective and timely manner via a risk and value projects. Geographical distribution, compliance and driven lifecycle. organisational culture increase the complexity of scaling agile strategies, but do not necessarily stand in the way. Agile in Australia The real issue is how to bridge the gap between grass-roots development and cross-organisation delivery. Over the past decade, the agile community in Australia has witnessed exponential growth. A simple search for ‘agile’ on Scaling agile methods has been proven in many large seek.com.au clearly demonstrates this. Approximately 4,600 companies in the US and Europe, but is still in its infancy agile roles are advertised in Australia today. In 2002 this was in Australia. IBM® has a long and proud history of delivering not the case. In fact, Agile Business Stream Lead and Agile agile projects at scale. We started using agile methods almost Delivery Coach roles did not formally exist. 15 years ago, and then began our own official corporate journey in 2006 and now use agile methods across 85% Adoption levels of agile development methods have been of our internal development. Today, we are working with very high at a grass-roots level, but their implementation enterprises, including telcos, financial institutions and has been limited to small companies or small independent government agencies to facilitate agility at scale. teams within large organisations. To date, Australian enterprises have struggled to scale agile delivery methods In this whitepaper we will discuss the challenges and barriers enterprise-wide. Australian businesses are facing, share our experience gained working with local and global companies, discuss key trends, The reasons for this are both cultural and structural. To be and outline best practices for scaling agile within complex able to scale, organisations need to be able to interface new organisations. systems with old systems, which is easier said than done. Traditional project management has also fought agile, Putting agile into context labelling it as a ‘loose cannon’ approach when it comes to compliance, governance and traditional development Agile is not new. These principles were in practice long processes. Culturally, agile teams have also been less than before the Agile Manifesto was first published in 2001, but receptive to the idea of medium or large-scale coordination, it is only in the last ten years that agility has grown from a and have not viewed agile as a delivery method suited to philosophy into a disciplined delivery method. Many people organisation-wide deployment. point to the manifesto when attempting to define agile development, but the agile community has never settled on Tooling has also been a major issue for Australian a definition and it is doubtful they ever will. enterprises, despite established vendors offering ready-made, cheap software. These tools have facilitated the rapid growth Agile software development processes are as diverse as they of agile software development, but have also encouraged a are complex. Traditionally, they include Scrum, Extreme throw-away project culture, led by small teams focused on Programming (XP), Open Unified Process (OpenUP), speed of construction, not the delivery needs of the wider agile instantia¬tions of Rational Unified Process (RUP), organisation. Many enterprises are now faced with complex and Agile Modelling (AM), to name a few. multi-vendor environments which offer little cohesion and offer no single-view of the over-arching delivery lifecycle. In the past, companies would opt for one method and run
  • 3. Agile: Transforming small-team thinking into big business results 3 Organisational change Delivery cycle The biggest challenge facing enterprises in Australia is Small agile teams trying to grow often creates challenges for how to coordinate agile teams – across multiple projects the organisations we talk to. The reality is that small teams in multi-disciplined environments – while keeping them cannot take ownership of the entire delivery cycle, but they running fast. Companies are appointing agile coaches to do need to take it into account. The trend we often see is individual projects, but there is little or no company-wide small agile teams focused on the construction phase. Once coordination. Screaming ‘run fast’ will only get you so far. they’re done, they throw it over the wall to be integration Secondly, coaches do not have the authority or the ability tested with little warning or coordination. This leads to a to prioritise tasks and resources at an organisational level, sub-optimised delivery process which often takes longer than which means their scope is limited and often ineffectual. a traditional waterfall development. Just focusing on the ‘fun In our experience organisational change requires stuff’ will not deliver results at scale. Success hangs on an ‘organisational change managers’ not only responsible organisation’s ability to make the complexities of software for setting company-wide priorities, but also the adoption development and the entire delivery lifecycle explicit to of change and new technologies which span agile teams. everyone involved. Within DAD, we recognise that for software to deliver Enterprise discipline business value, technologies can’t just be developed at speed. Businesses need to look beyond the construction stage and Globally, what we have found is that organisations either treat the inception and deployment stages of development have too much discipline or not enough. Saying ‘be agile’ with equal pace and importance. Optimising the whole and expecting teams to sort it out is as ineffective as delivering cycle is the only way businesses can maximise over-governing the development process. Finding the their return on investment. sweet spot between the two is the challenge. IBM recommends a flexible approach to enterprise Tooling and culture discipline. What we try to do is help organisations adopt a framework rather than a method. We believe disciplines The idea that agilists can go off and set up whatever planning like enterprise architecture need to be taken into account, tool they want and cleanly integrate with the enterprise at but that a process framework which gives organisations large is a myth. It is impractical for anyone to capture all of the ability to adapt methods on a project basis, delivers the dependencies between projects without the right delivery the best results. platform. Many of the enterprises we work with in Australia are very progressive and on board with IBM’s approach when At the simplest level, IBM’s Discipline Agile Delivery (DAD) we first meet them. What they often don’t realise is that the process framework provides guidance but does not prescribe investment required to successfully facilitate change reaches mandatory procedures. We do not see the sense in applying far beyond technology. Scaling agile requires an equal the same methods when developing a marketing website as investment in cultural and organisational change, and this you would rolling out a financial system. starts at the top. We have found that most executives are willing to say ‘yes, let’s go agile’, but they often don’t have a DAD provides an actionable and agile framework which comprehensive understanding of the impact this will have on enables organisations to identify specific scaling factors, such their organisation. Executive education is just as important as as geographical distribution and domain complexity, and the executive buy-in. amount of discipline required to deliver the best results. A delivery platform like IBM’s Rational Team Concert™ will get you so far, but without organisational change specialists to bring a cohesive, holistic view of the entire delivery cycle and the business, companies will struggle to reap the benefits of agile at scale.
  • 4. 4 Agile: Transforming small-team thinking into big business results Conclusion For more information There is no doubt that the appetite to scale agile methods To further explore the possibilities offered by IBM Rational is growing in Australia and that the benefits are well Team Concert, and IBM’s proven approach to agile at scale, understood, but without local success stories companies contact your IBM sales representative or IBM Business aren’t ready to invest. Making the switch takes time and Partner, or visit http://www.ibm.com/software/au/rational money and we have found that a truly agile transformation is a progressive endeavour. For more detailed discussions about several of the topics covered in this paper, refer to: Companies brave enough to embark on the journey need to focus on taking a disciplined, incremental approach. • he Agile Manifesto: The 4 values of the Agile Manifesto T Without a strategic vision, rolling out agile methods in an are posted at http://www.agilemanifesto.org/ environment with different development platforms, different and the twelve principles behind it at resources and globally distributed teams, has ‘recipe for http://www.agilemanifesto.org/principles.html disaster’ written all over it. • isciplined Agile Delivery (DAD): The basis from which D The reality for most companies is that agile methods will you can scale agile is introduced in the IBM white paper play a major role in, but never completely dominate their “Disciplined Agile Delivery: An introduction” at development mix. Our own experience is that a hybrid http://public.dhe.ibm.com/common/ssi/ecm/en/ approach works well. Eighty-five percent of our software raw14261usen/RAW14261USEN.PDF development is done using agile methods, but we also accept that more traditional methods deliver better results under • he Agile Scaling Model (ASM): The ASM is described in T certain circumstances. detail in the IBM white paper “The Agile Scaling Model(ASM): Adapting Agile Methods for Complex To successfully transform small-team thinking into big Environments”at ftp://ftp.software.ibm.com/common/ssi/ business results, businesses need to take a flexible, sa/wh/n/raw14204usen/RAW14204USEN.PDF customised approach. Agile practices need to be tailored to the needs of each team, tools that support wider delivery • he Agile Transformation Zone: See how IBM is T goals need to be introduced and an investment in training advancing agile success for better software and business and mentoring to help instil best practice needs to be made. innovation at http://www.ibm.com/developerworks/ mydeveloperworks/blogs/agile/ Technology is only one piece of the puzzle, but a delivery platform like IBM Rational Team Concert, which supports Disciplined Agile Delivery, will enable even the largest of companies to reap the benefits of agility at an enterprise scale.
  • 5. Agile: Transforming small-team thinking into big business results 5 About the author © Copyright IBM Corporation 2012 Kurt Solarte is a Sr. Certified Managing Consultant and IBM Australia Ltd the Agile Practice Lead with IBM Rational Software in Level 13 Sydney focusing on agile development and Collaborative IBM Centre Application Lifecycle Management. Kurt was recently with 601 Pacific Highway IBM Global Business Services in the US as a Certified St Leonards NSW 2065 Managing Consultant and Sr. Business Analyst where he specialised in keeping business analysis alive and relevant in Produced in Australia the agile delivery of e-commerce, web portal, and business February 2011All rights reserved analytics projects. Kurt frequently presents at software development conferences in the US, Australia, and New IBM, the IBM logos, ibm.com, Rational, Smarter Planet, Zealand; is a guest lecturer at UNSW and UTS; and also Let’s build a smarter planet and the planet icon are regularly publishes for both IBM and industry publications trademarks of IBM Corp registered in many jurisdictions on topics of agile/lean development, Disciplined Agile worldwide. Other company, product and services marks Delivery and agility@scale. He invites you to visit his may be trademarks or services marks of others. A current LinkedIn profile list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml References in this publication to IBM products or services do not imply that IBM intends to make them available in all countries in which IBM operates. The information provided in this documentation is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this documentation, it is provided “as is” without warranty of any kind, express or implied. In addition, this information is based on IBM’s current plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this documentation or any other documentation. Nothing contained in this documentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM (or its suppliers or licensors), or altering the terms and conditions of the applicable license agreement governing the use of IBM software. IBM customers are responsible for ensuring their own compliance with legal requirements. It is the customer’s sole responsibility to obtain advice of competent legal counsel as to the identification and interpretation of any relevant laws and regulatory requirements that may affect the customer’s business and any actions the customer may need to take to comply with laws. Please Recycle