Watch the Webinar on Demand: https://www.cprime.com/resource/webinars/harnessing-the-atlassian-ecosystem-for-agile-transformation-at-nextera-energy/ As organizations become more Agile they benefit from increased engagement, transparency, visualization of work and predictable delivery. But that’s not always the case. Organizations that are yet to transition to the continuous funding of products and value streams are still delivering fixed business cases bound by time and estimated budgets, thereby foregoing many of the previously mentioned benefits. In this webinar we’ll explore the agile transformation story at NextEra Energy and see how the PMO team leveraged an Atlassian ecosystem including Jira, Tempo Budgets, Tempo Planner, and Structure, to ensure initiatives are on track, value is delivered as committed and is measured without creating extra work, and forecasts show reduced budget variances. The team also managed to do away with lengthy Portfolio status meetings and static PowerPoint reports by replacing them with live dynamic dashboards. Join Rogelio Martinez (NextEra Energy), Alexander Eck (Tempo), and Briana Hall (Cprime), as we showcase how to leverage the data inherent in Jira to model, forecast and track scope, financials, resource actuals and trends. You will learn: *How to leverage the Atlassian tool set to improve transparency, visualization of work and metrics *How to get better insight into your business with Tempo time tracking, with reliable reports on productivity, billing & accounting *How to transform a traditional project management into an Agile implementation

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2. HARNESSING THE ATLASSIAN
ECOSYSTEM FOR AGILE
TRANSFORMATION AT NEXTERA ENERGY

3. OUR SPEAKER
ROGELIO MARTINEZ, Agile Transformation/PMO Manager, FPL/NextEra Energy
• 25+ years’ experience in project management, operations, resource/work
management, and business processes
• Passionate about coaching, mentoring, and leading technical, project
management, and leadership teams in adopting Agile / Scrum, Kanban,
methodologies and Scaled Agile framework
• Certifications include Agile Coach, Scrum Master, Agile Program Manager, Agile
Product Owner, SPC 4, ITIL Foundations, Lean Six Sigma Yellow Belt
• Thrives on building synergy and collaboration among teams
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4. OUR SPEAKER
ALEXANDER ECK, Senior Product Expert, Tempo
• Previously Customer Success Manager at Tempo, helping onboard new
Tempo customers
• Provides technical guidance at Tempo to ensure that best practices are
implemented, and value from the apps are maximized
• Plays an integral part in cooperation with Tempo Partners for Tempo
integrations use cases
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5. OUR SPEAKER
BRIANA HALL, Senior Solutions Architect, Cprime
• 14+ years’ experience leading agile, iterative, lean, and waterfall
development teams through all phases of diverse technology projects
• Successfully delivered integrated enterprise solutions across multi-
year, multimillion dollar projects with distributed teams with SAFe
framework
• Previous customer work includes, Capital One, Oracle, Nielsen, The
College Board, The American Psychological Association, Kohls, and
more
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6. AGENDA
01 NEXTERA’S AGILE JOURNEY
02 OUTCOME BASED AGILITY MODEL
03 TAKEAWAYS
04 Q & A

7. NEXTERA’S AGILE JOURNEY

8. 8
INFRASTRUCTURE TEAM PROJECTS AT NEXTERA
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Solar Farms Wind Farms Server Commissioning
& Decommissioning
Software Implementation

9. IN THE BEGINNING, THERE WAS BLUE TAPE
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Goals Achieved
• Established first
long-lived agile teams
• Visualization of work
• Flow and Managing WIP
• Training Program
• Basic Foundation for
Jira implementation

10. OVERALL MISSION AT NEXTERA
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Establish a work and resource management system that adds value by
providing increased engagement, transparency, visualization of work
and predictable delivery with actionable metrics while limiting addition
process or administrative work for the project management team or
team members themselves.
System should be based in Agile/Scaled Agile best practices,
methodologies and frameworks.
More project work, less process work!

11. THEN THERE WAS JIRA:
IDENTIFY, SCORE & PRIORITIZE WORK
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Calculated Field
We created custom calculated fields within Jira to automate the scoring system.
The system is based on 4 main criteria:
• Project Priority Category
• Duration
• Financials
• Stakeholders (extent of visibility, complexity
and change management indicator)

12. OVERALL MISSION AT NEXTERA
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Goals Achieved
• Centralized system and processes
• More alignment towards Agile
transformational goals
• Basic project progress reporting
• More transparency into project data
• Increased accountability for project teams
• Better control over project for
project managers
• Decrease in time spent creating reports
Resource1
Resource2
Resource3

13. REPORTS, REPORTS, AND MORE REPORTS!
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Issues:
• Too many reports
• No defined set of common metrics
to report on
• Reports on several systems
(Jira, Confluence, Power BI)
• No portfolio reporting or roll up reports

14. CPRIME: THE PRIME APPROACH How we formalize the operating model
Gain knowledge and understanding of
the organization, which areas to
improve by ways of education on best
practices, and discovery of the
enterprise.
Define how we will solve the problem
using a proven solution, context and
demonstrated experiences.
Iteratively solve the areas of
improvement with a mindset on
outcomes, not outputs.
Evaluate if outcomes were achieved
based on solution(s) built.
Build the capability within the
organization to learn, evolve, and grow.

15. DEFINING THE SOLUTION
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● Assess NextEra’s existing use of tools and methodologies
○ Hundreds of Jira projects, dashboards, and reports
○ Multiple plugins and tools with underused or siloed integrations
○ Multiple different team operating models/variations on Jira configuration
● Leverage NextEra’s existing Atlassian ecosystem
○ Use existing tools and data with no or few configuration changes required
○ Automated scripts to update reporting fields between tools
○ Low to zero impact to teams
● Define a standard for reporting that aggregates progress and project health
○ Overall project progress by schedule and estimated work completed
○ Project financial health
○ Team allocation and capacity
● Enable NextEra’s PMO and project leads to maintain reporting solution
○ On-site hands-on training
… and plenty of
cafecito!

16. OUTCOME-BASED AGILITY MODEL

17. CHALLENGE: AGILE IN A BUSINESS CASE WORLD
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Project funding is based on a business case system and that system will not be going
away anytime soon or replaced with funding by value streams. This creates a divide in
the approach to metrics as we are bound by time and estimated budgets.
At the project level, agile centric reports are created to provide insight into current
progress and health of sprints and Kanban work
• Sprint Burndown
• Velocity
• Release Roadmap
At the program and portfolio levels, metrics and dashboard must provide rollup views of:
• Progress
• Current and forecasted financial health
• Resource Management.

18. ENTER TEMPO BUDGETS
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A Centralized Reporting System as a Foundation
• Rather then showing the different kinds of reporting,
now there are common metrics throughout Portfolio.
Reporting by Portfolio
• Create custom portfolios according to products,
value streams, etc.
Aggregated Portfolio Health
• EVM Calculated Overall Portfolio Health
Breakdown of Portfolio into Programs
• Customize the breakdown of the programs
within a portfolio
Drill Down into Individual Sites
• Ability to drill down to the individual project level

19. TEMPO BUDGETS PORTFOLIO FINANCE AND
RESOURCE MANAGEMENT
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Financial used for overall
health indicator. Use G/L
level financials.
Ability to visualize the forecast
through expected lifespan of
projects or portfolios.
Staff overview report warns
of the number of resources
over allocated/ over-loaded.
•
•
•

20. TEMPO BUDGETS: AVAILABLE HOURS
vs. ASSIGNED (WORKLOAD)
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Using a script that converts story
points to original and remaining
estimates, we are able to populate
the staff workload report without
the need for resources to log work
task by task and yet, still obtain the
overall goal of providing a report
that can indicate hours available or
“capacity” vs hours assigned or
“utilization” for a given time period.

21. USING TEMPO TEAMS TO SUPPLEMENT BUDGETS
FOR RESOURCE MANAGEMENT ROLLUP VIEWS
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By adding Tempo Teams to our toolbox, we are
able to obtain both the capacity vs utilization
by resource but a total by portfolio or
department as well.
• R = Required Hours or “Capacity”
• Planned = Planned Hours or “Utilization”
• R% = Portion of Required Hours or “%
of Utilization”

22. USING TEMPO TEAMS TO SUPPLEMENT BUDGETS
FOR RESOURCE MANAGEMENT ROLLUP VIEWS
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As “PMO as a Service”, centralize
resource management tracking
through Tempo Teams.
PMO core team coordinates with the
project managers on a regular
cadence to update the tool and
assure accuracy.
• Each project has a respective
team in the system
• Teams are grouped into Programs
• Assignments are done at project
level only. (No task level entries)

23. USING TEMPO DATA TO CREATE CUSTOM REPORTS
WITH EASY BI
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As “PMO as a Service”, centralize
resource management tracking
through Tempo Teams.
PMO core team coordinates with
the project managers on a regular
cadence to update the tool and
assure accuracy.
• Each project has a respective
team in the system
• Teams are grouped into Programs
• Assignments are done at project
level only. (No task level entries)

24. TRACKING MULTIPLE HANDOFFS AND
DUE DATES WITH STRUCTURE
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25. TIME IN STATUS AND PROGRESS BY STORY COUNT
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26. CONTROLLING WIP AND OVERDUE ALERTING
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27. TELLING A STORY
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28. OVERALL IMPROVEMENTS ACHIEVED TO DATE
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WORK MANAGEMENT
• A Centralized Reporting System as
a Foundation
• Reporting by Portfolio
• Aggregated Portfolio Health
• Breakdown of Portfolio into Programs
• Drill Down into Individual Sites/Projects
• More transparency into project data.
• Increased accountability for
project teams
• Better control over project for
project managers
• Decrease in time spent creating reports
RESOURCE
MANAGEMENT
Process that drives action on resource
allocation, project work accepted
based on current capacity and
balancing of workload among teams.
• Overall Capacity
• Overall Utilization
• Capacity vs Utilization
• Breakdown of Utilization
• Team Level Reporting
• Resource Level Reporting

29. TAKEAWAYS
• Reporting at scale is possible with Atlassian (and key add-ons!)
• Agile team practices and business case-based project management
can co-exist
• Project health is more than just story points completed
• Measuring the right thing is as important as measuring things right
• Keep the bigger picture in mind - simplify and aggregate data to tell
a more compelling story

30. KEEP THE CONVERSATION GOING…
• CONNECT:
• Rogelio Martinez: linkedin.com/in/rogelio-martinez-psm1-acc-acp-apo-b9108547
• Alexander Eck: linkedin.com/in/alexander-eck-8aa59529
• Briana Hall: https://www.linkedin.com/in/brianala/
• Check out Cprime upcoming webinars, read blog, download whitepapers/case studies &
more:
• www.cprime.com/resources
• Share with us what topics you are interested in, ask us questions or give us feedback!
• Learn@cprime.com
• Follow us on Social Media, share in the conversation & keep updated on thought
leadership, events & more.
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31. QUESTIONS?

32. THANK YOU
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