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A Day in the Agile Life of a Financial Services Company

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A Day in the Agile Life of a Financial Services Company. Presented by John Nicol, Doug Huffman, Beth Bleimehl, Mike Banta, Paul Quarles. How Agile has Evolved. How did we get here?. The catalyst for change The beginnings of change Agile assessment and kickoff - PowerPoint PPT Presentation
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April 7, 2011 Page 1 Mile High Agile 2011: Elevating Agility A Day in the Agile Life of a Financial Services Company Presented by John Nicol, Doug Huffman, Beth Bleimehl, Mike Banta, Paul Quarles
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Page 1: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 1

Mile High Agile 2011: Elevating Agility

A Day in the Agile Life of a Financial Services Company

Presented by John Nicol, Doug Huffman, Beth Bleimehl, Mike Banta, Paul Quarles

Page 2: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 2

Mile High Agile 2011: Elevating Agility

How Agile has Evolved

Page 3: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 3

How did we get here?

The catalyst for change The beginnings of change Agile assessment and kickoff Where we are today and where we want to go

Page 4: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 4

Mile High Agile 2011: Elevating Agility

Agile Roles and Coaching

Product Owner

Scrum Master

Delivery (Agile) Manager

Team Members (Dev, QA/BA, SME)

Coaching Role

Page 5: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 5

Agile Roles

Product Owner Full-time, organizational savvy Evolved to part-time, maintaining business connection

Scrum Master Well trained full-time focus, For mature teams, can contribute in other areas

Delivery (Agile) Manager Staff Mgr for performance mgmt, career development Team advocate, less hands on, program focus

Team Members (Dev, QA/BA, SME) Cross functional, co-located Focus on versatility, role blurring, team focus

Page 6: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 6

Interlocking Agile Leadership Roles

Page 7: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 7

Coaching Philosophy

At inception, equal parts executive and team level training

Coaching engagement mandatory for new teams Mature teams receive periodic “health checks” Creates coaching opportunities for Agile

practitioners

Page 8: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 8

Quality Operating ModelEmbedded System Testing and Centralized Quality Control

Initial Needs System Test Oversight Automation Growth

Evolved to Focus on Value Transition “Oversight” to Collaboration with Audit & Compliance Evolve Centralized Automation from “Doing” to “R&D/Mentoring” Facilitate Collaboration Between Teams Expand Definition of Quality Beyond “Defect Free” Correct/Prevent Systemic Issues (e.g., Production Quality) Encourage/Coach Technology Best Practices Continuous Development of Agility/Versatility Evolve to “Continuous Value Assessment” Expand Delivery Services & Quality via “Enterprise Capabilities Model”

Page 9: A Day in the Agile Life of a Financial Services Company

Delivery Services Operating Model

STRATEGIC DIRECTION FROM SENIOR LEADERSHIPStrategy Creation & Evolution │ Continuous Value Assessment │ Communication of Vision, Direction & Priorities

ENTERPRISE CHECKS & BALANCESINTERNAL/EXTERNAL AUDIT │ PMO │ CHG MGT │ DATA SECURITY │ COMPLIANCE | ARCHITECTURE |DATA GOVERNANCE | DATA POLICY

TECHNOLOGY DELIVERY SERVICES CAPABILITY MOBILIZATIONTECHNOLOGY DELIVERY SERVICES LEADERSHIP | BUSINESS LEADERSHIP | ENTERPRISE LEADERSHIP

Epic/Project Status| Executive Status | Business Leadership Status

Release Quality | System Testing │ Business Project & Product Ownership | Sprint & Project Reviews Test Automation Development │ Continuous Delivery Improvement forums

● Production Quality in tandem with Business Quality Teams● Audit, Compliance, PMO● Financial Forecast / Monitoring● Department Transparency● Continuous Improvement at Department Level

DELIVERY TEAM EXECUTION

ENTERPRISE

• Business Svc Monitoring• ECM • Usability Arch

• Improvement Communities• Quality, Tools & Process

ENTERPRISECOLLABORATION

ENTERPRISECAPABILITY

MOBILIZATION

Agile Team

Agile Team

Agile Team

Agile Team

Agile Team

Agile TeamENTERPRISE Traditional

Team

QUALITY OVERSIGHTTools & Te chnolog y

● Automation & Frameworks● Load & Performance● Continuous Integration● Technology Best Practices● Research & Development● Adaptive Staffing

People & Proce sses

● Delivery Services Continuous Improvement● Team Health● Agility & Versatility Development● Cross-Functional Liaison● Training / Mentoring / Career Development Facilitation

Agile Team

QualityTeam

Quality Control is Centralized; Testing is Embedded in Delivery Teams

Traditional Team

Page 10: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 10

Agile and Legacy Systems

Positive impact on software Discourages monolithic componentry

Test automation Includes some home-grown tools

Employees working with legacy systems Sometimes Agile is a tougher sell Test scrum with them

Scrum speaks for itself!

Page 11: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 11

Agile and Offshore Teams

Challenges:

Colocation Lack of face to face collaboration

Culture Command / control vs. self organization

Significant time difference Can also be advantage

(round the clock work)

Page 12: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 12

Agile and Offshore Teams

Strategies to make successful

Quality of communication Face to Face

Let your front line team members be included in travel Offshore team members in our office & on team

Video or Telephone

Page 13: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 13

Agile and Offshore Teams

Strategies to make successfulVirtual standup

Virtual story board (eg Version One, scrumy.com) Clearly communicate planning results Telephone or video standup – maybe not daily

Page 14: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 14

Page 15: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 15

Moratorium – (Given) Reasons

Management didn’t know how we selected a project to go Agile

“Lack of transparency” Heard we had multiple full-time Agile coaches on

payroll Cost of build outs for new Agile teams

Page 16: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 16

Underlying Reasons

First two point to lack of control/influence

Last two point to unawareness of the value Agile was bringing

Page 17: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 17

Communicating Value Did well at first Success led to slacking on the message Increased # of Agile teams to program-sized

levels Nervousness settled in w/ management

Felt the loss of control/influence Could not effectively keep up with all the teams,

what they were working on

Page 18: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 18

Scrutiny for Agile Have to live with the double

standard (years of comfort w/ the old ways)

Business feels like they’re giving more (PO, SME, BA, user testers, etc.)

Hard to let go of central command and control (esp. in a hierarchical-style mgmt.)

Page 19: A Day in the Agile Life of a Financial Services Company

April 7, 2011 Page 19

Evolving Leadership

How can we help them along?

Status report Value report Improved visibility Keep the Agile program in front of Senior Management

Page 20: A Day in the Agile Life of a Financial Services Company

Questions??


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