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AGILE | Highly Regulated Organizations
Welcome to Celerity’s Lunch Event
The best of creative, digital,
and management consulting.
All under one roof.
Founded
in 2002 and
headquartered
in McLean, VA
Flagship US
subsidiary of
AUSY
$90M+
revenue
in 2014
600
Employees
9 offices
in the
United States
Average 30%
year-over-year
growth
Operate, Learn & ProtectCustomer Transactions
& Interactions
Customer Engagement
& Acquisition
What Our Customers Do
Digital Experience
Create engaging online
experiences that extend the
reach of your customers
Enterprise Technology
Integrate and build complex applications
using Agile methodologies
Business
Transformation
Achieve organizational efficiency with solid
business processes, IT security, and project
management practices
We are a
Business
Acceleration
Consultancy
An Agile Journey
An Agile Primer
What is Stopping You?
Paving the Way
Getting Started
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
Agenda
Numbers,
Manifestos,
and Benefits
— Oh My!
An Agile Primer
What is Stopping You?
Paving the Way
Getting Started
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
Since 2001, Agile adoption has soared from
1% to 88%
of software developers using the methodology.
You Have To Pave The Way For Success!
Agile Manifesto
An Agile Primer
What is Stopping You?
Paving the Way
Getting Started
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
Individuals and Interactions over
Processes and Tools
Working Software over
Comprehensive Documentation
Customer Collaboration over
Contract Negotiation
Responding to Change over
Following a Plan
AGILE Benefits
Employee Engagement
Productivity
Project Success
Improved Development Cost
Speed To Market
IT & Business Alignment
Project Visibility
Stakeholder Satisfaction
Quality
Decreased Defects
+10%
+16%
+28%
+32%
+37%
+39%
+42%
+47%
+63%
+70%
+568%
Value Delivered Through Features
What is Stopping You?
Paving the Way
Getting Started
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
An Agile Primer
Thinking About Agile?
Tried Agile And Struggled?
What Do You Feel Are The Biggest
Hurdles To Overcome
AGILE: Common Roadblocks
Do any of these sound familiar?
“Normal” Metrics Audit Documentation
Role UncertaintyDecision Making
PMO
Communication
Paving the Way
Getting Started
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
An Agile Primer
What is Stopping You?
Pave The Way To Success
Work With The Doubters To
Overcome Concerns
Get People Excited
Be Transparent
Paving the Way
Getting Started
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
An Agile Primer
What is Stopping You?
Start Thinking About
Project Team Stake
Holders
Process
Communication
Goal
Champion Metrics Success
Time to
Take Action!
Getting Started
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
An Agile Primer
What is Stopping You?
Paving the Way
Best Practices
Getting Started
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
An Agile Primer
What is Stopping You?
Paving the Way
Start Small
Organize small,
dedicated teams
focused on delivery
1
Product Management
Make sure you have a dedicated
person to translate business to IT
2
Common Vision
Create a common vision
and charter for shared
expectations
3
Product Backlog
Build out a backlog that is at
least 3-4 weeks of effort
4
Transparency
Be transparent in your
process—you’ll likely start
on red and move to green.
5
Empowered Team
Forget Command and Control.
Give the team the ability to
determine what’s best
6
Common Attributes
Getting Started
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
An Agile Primer
What is Stopping You?
Paving the Way
Focus on the Team
The right team members in the right
roles focusing on important items.
Team members should be positive,
have flexible skillsets and thrive on
challenge and change.
Create a Cultural Bubble
Create a “safe” place for the team to
operate. Separate but don’t isolate!
Incentivize Behaviors
Think about success differently.
Incentivize innovation and
incremental change
Enhance Communication
Take transparency to a new level.
Encourage interactions, post results
and promote accountability
Learn, Fail, Learn Again
Allow the team to learn and try new
things. Failure is ok. We learn fastest
from failure and Agile practices
encourage adaptation.
Improve
Rinse, repeat. Look at what’s
working and what’s not and allow
the team room to continuously
improve and adapt.
So Many Options!
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
An Agile Primer
What is Stopping You?
Paving the Way
Getting Started
Handy Dandy Toolbox
Tools; Frameworks; Methods
Going Forward From Here
Case Studies
An Agile Primer
What is Stopping You?
Paving the Way
Getting Started
Agile ALM Dashboards
Automated
Testing
Continuous
Integration
XP TDD
Choose an Application
Lifecycle Management tool
that can create the metrics
you need AND is suitable for
your Agile teams
Pull the data from your ALM
and create visual metrics
dashboards for your
stakeholders
Automate your testing. Unit,
integration, and system
testing can and should be
automated.
Integrate your code
frequently. At least daily to
ensure functionality is stable
and quality is high.
Extreme Programming.
Multiple practices to increase
efficiency and collaboration
during development.
Test Driven Development.
Test first mentality. Write the
test then write the code to
pass the test.
AGILE: The Afterglow of Success
So your pilot went well…now what?
Now What
Going Forward From Here
Case Studies
An Agile Primer
What is Stopping You?
Paving the Way
Getting Started
Tools; Frameworks; Methods
Reflect
Retrospective with stakeholders,
management, and impacted groups.
Make sure you are all still on the
same page with where this is headed
Expand The Bubble
Expand the boundaries of the culture
bubble. Get more people involved in
the Agile process
Scaling
How big is it going to be? There are
multiple scaling options to choose
from. Scrum, SAFe, LeSS, DAD,
Nexus
Project / Teams
Got the scaling framework figured
out? Make sure you have plenty of
motivated people to be successful
Budgeting
Start socializing Lean Budgeting.
Budget a product not individual
projects.
Improve
Rinse, repeat. Look at what’s working
and what’s not.
Kaizen mindset!
New CHALLENGES
Going Forward From Here
Case Studies
An Agile Primer
What is Stopping You?
Paving the Way
Getting Started
Tools; Frameworks; Methods
METRICS
Everyone comfortable with the Agile
reporting metrics? Work to keep only
what is needed.
Audit
How are your Auditors feeling about
all this. Work with them.
Keep them involved.
Process
Starting small keeps the process at a
micro level. Is everything ready for the
macrocosm?
Communication
More lines of communication for each
leap towards Enterprise Agile.
Infrastructure
Do you have the back end systems in
place, are your Agents getting trained
on the new features? Are your
environments configured and stable?
Technical Debt
How Much do you owe!
Case Studies
An Agile Primer
What is Stopping You?
Paving the Way
Getting Started
Tools; Frameworks; Methods
Going Forward From Here We have worked with
some of the largest
companies in the nation.
Top 10 National Bank/Credit Card
Solution
Provide Agile Pod teams using value-based pricing.
Work within clients’ Agile framework (directly with Product Owners) to
groom and prioritize backlog.
Deliver 5-6 Scrum Teams annually (35+)
Problem
Mature Agile financial services organization needed capacity for 6-24 months.
Benefit
Achieve high productivity in short periods of time.
Flexibility to rapidly expand and get new products to market faster
Major Energy Provider
Solution
Deployed Scrum team to manage, run, and develop an integrated
solution.
Developed and managed evolving product backlog based off
stakeholder feedback.
Problem
Sales personnel not able to use complex back-end systems.
Benefit
Successfully deployed a mobile friendly, externally available web
application on time and below budget.
Coached the organization on Agile best practices
Global Insurance Company
Solution
Deployed Scrum team to provide additional velocity.
Independently managed Product Backlog while soliciting needs of
stakeholders.
Problem
Needed additional capacity for rapidly growing product backlog (Scrum).
Benefit
Refactored a major feature of the system to ensure application’s future
scalability
Trained and coached the client on Agile scaling philosophies.
Largest U.S. News Publisher
Solution
Digital Product Design team embedded with the client’s Product Owner.
User-centered design process to ensure quality.
Problem
Needed to meet a critical deadline but lacked the necessary Product
Development bandwidth.
Benefit
Concepted, designed and developed complex web-based membership
service in
just 5 months.
Global Media Non-Profit
Solution
Enterprise Scrum Team supports 7 overlapping digital
products/services.
Problem
Needed additional capacity for rapidly growing product backlog (Scrum).
Benefit
Transparency of progress with client through demos and standup
meetings.
Average of 8 production deployments per mo. (vs. an average of 2 from
other teams).
Cost determined by value provided.
Questions?
AGILE eBook AGILE Dictionary AGILE Buyer’s Guide AGILE Blogsite AGILE Assessment
Want to Learn More?
Thank you.
Appendix
A New Focus
on Quality
“Culture of Excellence”
social integration
Added layer of governance,
reporting, and process controls
Outsourced Onshore
Development
(scale/cost savings)
Agile Methods
(Speed/Quality)
+
Benefits Of
an Onshore
Agile Model Get More, Faster
Be Closer To Your Development Team
Flexible Development Capacity
Plug our team into your
Product Development Lifecycle
We’ll get your strategic products
to market faster, better
Centrally-located development
centers or on-site teams
Guaranteed Delivery
Shared delivery risk and
guaranteed quality with a
proven governance framework
We Call This
“AGILENOW ”
Talent is Tight Efficiency Challenges
Marketing, IT & Product
are misaligned
The product is complex
Quality is Lacking
Critical deadlines are missed
Cost-Quality-Speed equation is
off balance
Agile adoption is floundering
You need more
development resources
IT talent is difficult to
find/retain
Offshore is not a fit
Customer demands are not
being met
There are 3 primary use cases for
considering AgileNowAGILENOW
TM
When to consider
Celerity’s AGILENOW Approach
Assess Development
Environment
Design Engagement
Model
Select Teams & Skill Sets Select Work
Location(s)*
Design Governance &
Reporting Standards
Monitor Continuous
Improvement Plans
Manage Development
& Testing Process
Manage Scope/Backlog
*Location Options: Celerity on-shore delivery center, customer site, or a combination of the two.
Celerity Customer
Team Structure
TEAM 1:
Senior .Net Developer
.Net Developer
QA Tester
TEAM 2:
Senior .Net Developer
.NET Developer
QA Tester (Selenium)
Business Analyst/Proxy Product Owner
Scrum Master
Delivery Director
10 HOURS/SPRINT SME SUPPORT
(Architect, Art Director, Scrum Coach, UX, Content
Strategist, Process)
Approach will focus on quick
response and build to demand
Engagement
Approach
Kickoff Run
Manage
Align
Evaluate
Operate
Begin Execution
Develop
Deliver
Onboarding
Gather Requirements
Establish Processes
Kickoff / Engagement Assessment
Operationalize AgileNow
Structured Methodology
Ongoing Sprint Execution
Sprint Deliverables
AgileNow Team Composition
Onboarding/Ramp Up Timeline
Remote/Onsite Management
Engagement
Approach
Daily Scrum
Meeting
Sprint
Process
Flow
24 Hours
3 Week
Sprints
Potential Shippable
Product Increment
Backlog ItemsSprint Backlog
Product Backlog
(Client Prioritizes)
Pre-Sprint
Post Sprint
Sprint Review, Demos
Retrospectives
Full functional & automated
regression testing
During Sprint
Just in Time Reviews, “Fail Forward Fast”
Automated Unit and Integration Testing
Continuous Integration
User Story Refinement
Acceptance Criteria
Definition of Done
Non-Functional Requirements
Scrum Team
Level Quality
Control
Pre-Sprint
Post Sprint
Full Feature Sprint Review, Demos
and Sign Off
Retrospectives
Shippable Product Increment
During Sprint
Just in Time Review, “ Fail Forward Fast”
UX/BA Forward Thinking
Risk/Implementation Elevation Plan
ALM tool to show real-time progress
UX visuals and wireframes
Prioritization (User Story & Features)
Acceptance Criteria
Sprint backlog is sized and closed
Management
Change At
Scrum Team
Level
Thank you.

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Agile Development in Highly Regulated Organizations

  • 1. AGILE | Highly Regulated Organizations Welcome to Celerity’s Lunch Event
  • 2. The best of creative, digital, and management consulting. All under one roof.
  • 3. Founded in 2002 and headquartered in McLean, VA Flagship US subsidiary of AUSY $90M+ revenue in 2014 600 Employees 9 offices in the United States Average 30% year-over-year growth
  • 4. Operate, Learn & ProtectCustomer Transactions & Interactions Customer Engagement & Acquisition What Our Customers Do
  • 5. Digital Experience Create engaging online experiences that extend the reach of your customers Enterprise Technology Integrate and build complex applications using Agile methodologies Business Transformation Achieve organizational efficiency with solid business processes, IT security, and project management practices We are a Business Acceleration Consultancy
  • 7. An Agile Primer What is Stopping You? Paving the Way Getting Started Tools; Frameworks; Methods Going Forward From Here Case Studies Agenda
  • 8. Numbers, Manifestos, and Benefits — Oh My! An Agile Primer What is Stopping You? Paving the Way Getting Started Tools; Frameworks; Methods Going Forward From Here Case Studies
  • 9. Since 2001, Agile adoption has soared from 1% to 88% of software developers using the methodology. You Have To Pave The Way For Success!
  • 10. Agile Manifesto An Agile Primer What is Stopping You? Paving the Way Getting Started Tools; Frameworks; Methods Going Forward From Here Case Studies Individuals and Interactions over Processes and Tools Working Software over Comprehensive Documentation Customer Collaboration over Contract Negotiation Responding to Change over Following a Plan
  • 11. AGILE Benefits Employee Engagement Productivity Project Success Improved Development Cost Speed To Market IT & Business Alignment Project Visibility Stakeholder Satisfaction Quality Decreased Defects +10% +16% +28% +32% +37% +39% +42% +47% +63% +70% +568% Value Delivered Through Features
  • 12. What is Stopping You? Paving the Way Getting Started Tools; Frameworks; Methods Going Forward From Here Case Studies An Agile Primer Thinking About Agile? Tried Agile And Struggled? What Do You Feel Are The Biggest Hurdles To Overcome
  • 13. AGILE: Common Roadblocks Do any of these sound familiar? “Normal” Metrics Audit Documentation Role UncertaintyDecision Making PMO Communication
  • 14. Paving the Way Getting Started Tools; Frameworks; Methods Going Forward From Here Case Studies An Agile Primer What is Stopping You? Pave The Way To Success Work With The Doubters To Overcome Concerns Get People Excited Be Transparent
  • 15. Paving the Way Getting Started Tools; Frameworks; Methods Going Forward From Here Case Studies An Agile Primer What is Stopping You? Start Thinking About Project Team Stake Holders Process Communication Goal Champion Metrics Success
  • 16. Time to Take Action! Getting Started Tools; Frameworks; Methods Going Forward From Here Case Studies An Agile Primer What is Stopping You? Paving the Way
  • 17. Best Practices Getting Started Tools; Frameworks; Methods Going Forward From Here Case Studies An Agile Primer What is Stopping You? Paving the Way Start Small Organize small, dedicated teams focused on delivery 1 Product Management Make sure you have a dedicated person to translate business to IT 2 Common Vision Create a common vision and charter for shared expectations 3 Product Backlog Build out a backlog that is at least 3-4 weeks of effort 4 Transparency Be transparent in your process—you’ll likely start on red and move to green. 5 Empowered Team Forget Command and Control. Give the team the ability to determine what’s best 6
  • 18. Common Attributes Getting Started Tools; Frameworks; Methods Going Forward From Here Case Studies An Agile Primer What is Stopping You? Paving the Way Focus on the Team The right team members in the right roles focusing on important items. Team members should be positive, have flexible skillsets and thrive on challenge and change. Create a Cultural Bubble Create a “safe” place for the team to operate. Separate but don’t isolate! Incentivize Behaviors Think about success differently. Incentivize innovation and incremental change Enhance Communication Take transparency to a new level. Encourage interactions, post results and promote accountability Learn, Fail, Learn Again Allow the team to learn and try new things. Failure is ok. We learn fastest from failure and Agile practices encourage adaptation. Improve Rinse, repeat. Look at what’s working and what’s not and allow the team room to continuously improve and adapt.
  • 19. So Many Options! Tools; Frameworks; Methods Going Forward From Here Case Studies An Agile Primer What is Stopping You? Paving the Way Getting Started
  • 20. Handy Dandy Toolbox Tools; Frameworks; Methods Going Forward From Here Case Studies An Agile Primer What is Stopping You? Paving the Way Getting Started Agile ALM Dashboards Automated Testing Continuous Integration XP TDD Choose an Application Lifecycle Management tool that can create the metrics you need AND is suitable for your Agile teams Pull the data from your ALM and create visual metrics dashboards for your stakeholders Automate your testing. Unit, integration, and system testing can and should be automated. Integrate your code frequently. At least daily to ensure functionality is stable and quality is high. Extreme Programming. Multiple practices to increase efficiency and collaboration during development. Test Driven Development. Test first mentality. Write the test then write the code to pass the test.
  • 21. AGILE: The Afterglow of Success So your pilot went well…now what?
  • 22. Now What Going Forward From Here Case Studies An Agile Primer What is Stopping You? Paving the Way Getting Started Tools; Frameworks; Methods Reflect Retrospective with stakeholders, management, and impacted groups. Make sure you are all still on the same page with where this is headed Expand The Bubble Expand the boundaries of the culture bubble. Get more people involved in the Agile process Scaling How big is it going to be? There are multiple scaling options to choose from. Scrum, SAFe, LeSS, DAD, Nexus Project / Teams Got the scaling framework figured out? Make sure you have plenty of motivated people to be successful Budgeting Start socializing Lean Budgeting. Budget a product not individual projects. Improve Rinse, repeat. Look at what’s working and what’s not. Kaizen mindset!
  • 23. New CHALLENGES Going Forward From Here Case Studies An Agile Primer What is Stopping You? Paving the Way Getting Started Tools; Frameworks; Methods METRICS Everyone comfortable with the Agile reporting metrics? Work to keep only what is needed. Audit How are your Auditors feeling about all this. Work with them. Keep them involved. Process Starting small keeps the process at a micro level. Is everything ready for the macrocosm? Communication More lines of communication for each leap towards Enterprise Agile. Infrastructure Do you have the back end systems in place, are your Agents getting trained on the new features? Are your environments configured and stable? Technical Debt How Much do you owe!
  • 24. Case Studies An Agile Primer What is Stopping You? Paving the Way Getting Started Tools; Frameworks; Methods Going Forward From Here We have worked with some of the largest companies in the nation.
  • 25. Top 10 National Bank/Credit Card Solution Provide Agile Pod teams using value-based pricing. Work within clients’ Agile framework (directly with Product Owners) to groom and prioritize backlog. Deliver 5-6 Scrum Teams annually (35+) Problem Mature Agile financial services organization needed capacity for 6-24 months. Benefit Achieve high productivity in short periods of time. Flexibility to rapidly expand and get new products to market faster
  • 26. Major Energy Provider Solution Deployed Scrum team to manage, run, and develop an integrated solution. Developed and managed evolving product backlog based off stakeholder feedback. Problem Sales personnel not able to use complex back-end systems. Benefit Successfully deployed a mobile friendly, externally available web application on time and below budget. Coached the organization on Agile best practices
  • 27. Global Insurance Company Solution Deployed Scrum team to provide additional velocity. Independently managed Product Backlog while soliciting needs of stakeholders. Problem Needed additional capacity for rapidly growing product backlog (Scrum). Benefit Refactored a major feature of the system to ensure application’s future scalability Trained and coached the client on Agile scaling philosophies.
  • 28. Largest U.S. News Publisher Solution Digital Product Design team embedded with the client’s Product Owner. User-centered design process to ensure quality. Problem Needed to meet a critical deadline but lacked the necessary Product Development bandwidth. Benefit Concepted, designed and developed complex web-based membership service in just 5 months.
  • 29. Global Media Non-Profit Solution Enterprise Scrum Team supports 7 overlapping digital products/services. Problem Needed additional capacity for rapidly growing product backlog (Scrum). Benefit Transparency of progress with client through demos and standup meetings. Average of 8 production deployments per mo. (vs. an average of 2 from other teams). Cost determined by value provided.
  • 31. AGILE eBook AGILE Dictionary AGILE Buyer’s Guide AGILE Blogsite AGILE Assessment Want to Learn More?
  • 34. A New Focus on Quality “Culture of Excellence” social integration Added layer of governance, reporting, and process controls Outsourced Onshore Development (scale/cost savings) Agile Methods (Speed/Quality) +
  • 35. Benefits Of an Onshore Agile Model Get More, Faster Be Closer To Your Development Team Flexible Development Capacity Plug our team into your Product Development Lifecycle We’ll get your strategic products to market faster, better Centrally-located development centers or on-site teams Guaranteed Delivery Shared delivery risk and guaranteed quality with a proven governance framework We Call This “AGILENOW ”
  • 36. Talent is Tight Efficiency Challenges Marketing, IT & Product are misaligned The product is complex Quality is Lacking Critical deadlines are missed Cost-Quality-Speed equation is off balance Agile adoption is floundering You need more development resources IT talent is difficult to find/retain Offshore is not a fit Customer demands are not being met There are 3 primary use cases for considering AgileNowAGILENOW TM When to consider
  • 37. Celerity’s AGILENOW Approach Assess Development Environment Design Engagement Model Select Teams & Skill Sets Select Work Location(s)* Design Governance & Reporting Standards Monitor Continuous Improvement Plans Manage Development & Testing Process Manage Scope/Backlog *Location Options: Celerity on-shore delivery center, customer site, or a combination of the two. Celerity Customer
  • 38. Team Structure TEAM 1: Senior .Net Developer .Net Developer QA Tester TEAM 2: Senior .Net Developer .NET Developer QA Tester (Selenium) Business Analyst/Proxy Product Owner Scrum Master Delivery Director 10 HOURS/SPRINT SME SUPPORT (Architect, Art Director, Scrum Coach, UX, Content Strategist, Process)
  • 39. Approach will focus on quick response and build to demand Engagement Approach Kickoff Run Manage Align Evaluate Operate Begin Execution Develop Deliver Onboarding Gather Requirements Establish Processes
  • 40. Kickoff / Engagement Assessment Operationalize AgileNow Structured Methodology Ongoing Sprint Execution Sprint Deliverables AgileNow Team Composition Onboarding/Ramp Up Timeline Remote/Onsite Management Engagement Approach
  • 41. Daily Scrum Meeting Sprint Process Flow 24 Hours 3 Week Sprints Potential Shippable Product Increment Backlog ItemsSprint Backlog Product Backlog (Client Prioritizes)
  • 42. Pre-Sprint Post Sprint Sprint Review, Demos Retrospectives Full functional & automated regression testing During Sprint Just in Time Reviews, “Fail Forward Fast” Automated Unit and Integration Testing Continuous Integration User Story Refinement Acceptance Criteria Definition of Done Non-Functional Requirements Scrum Team Level Quality Control
  • 43. Pre-Sprint Post Sprint Full Feature Sprint Review, Demos and Sign Off Retrospectives Shippable Product Increment During Sprint Just in Time Review, “ Fail Forward Fast” UX/BA Forward Thinking Risk/Implementation Elevation Plan ALM tool to show real-time progress UX visuals and wireframes Prioritization (User Story & Features) Acceptance Criteria Sprint backlog is sized and closed Management Change At Scrum Team Level