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Agenda


         1   Description of the team and environment



              2    Description of principles and process



              3    Benefits achieved & view of the dashboards



         4   Questions


2                                                          © 2012 IBM Corporation
The Team
    Data Objects BAU Reporting Team
    •Responsibilities:
       •   Process and Analyse requests for new business reports
       •   Manage changes to front-end report system & report designs
       •   Manage changes to ETL jobs, data structure, and data warehouse

    •Located in Sydney, Melbourne, Auckland, Wellington

    Management
    •Responsibilities
       •   Set priorities for new requests and additional work
       •   Monitor team’s ‘doneness’
       •   Report to upper management on time and status

    •Located in Sydney


3                                                                       © 2012 IBM Corporation
The Customers
Business Line Managers
•What do these line managers do?:
    •   Manage profitability and financials for products lines
    •   Manage personnel and efficiency of teams
    •   Manage future planning and budgeting for product lines

•Distributed in over 6 cities

Finance and Audit
•What do these numbers guys do?
    •   Monitor finance and transactional spend of the business
    •   Audit the finance of the product lines

•Distributed in 2 cities, 5 buildings



                                                                  © 2012 IBM Corporation
The Original Environment / Issues
 •   Team was ‘slave to many masters’
     •   Inability to properly understand priority or scope
     •   ‘Biggest Fish’ prioritisation the largest organisation or product always won
     •   Inability to change priorities fast enough

 •   Dev Managers spent too many hours attempting to get ‘status’
     •   Attempting to call/email to get and give status across different locations
     •   Attempting to manage dependencies across the teams & locations

 •   Inability to efficiently plan and manage different types of work
     •   Forecasted long range work like planned audit reports, org changes
     •   Immediate reactive work like defects, hot request for market changes




                                                                              © 2012 IBM Corporation
Agenda


         1    Description of team and environment



              2   Description of principles and process



              3    Benefits achieved & view of the dashboards



         4   Questions


6                                                         © 2012 IBM Corporation
The Basis for a New Way Forward

    Lean / Kanban Principles

    •Move to Pull Method of working
    •Limit work-in-progress
    •Use a unified taskboard/dashboard


    Scrum Principles

    •Work in ‘somewhat’ timeboxed fashion
    •Use a unified taskboard/dashboard
    •Retrospectives




7                                           © 2012 IBM Corporation
The New Process
    The Backlogs
    •Three tiers of backlogs are kept:
       •   The ‘Team backlog’ functions similar to a product backlog
       •   The ‘Release backlog’ helps group and prepare for quarterly releases
       •   The ‘Sprint backlog’ functions as a typical sprint backlog

    •Managing the backlogs:
       •   Planned & Prioritised using virtual planning meetings across team
       •   Worked using Scrum of Scrums across distributed teams

    Work on the backlogs
    •Epics &Stories used for ‘Visioned’ work:
       •   Epics used for Large planned upgrades
       •   Stories used for planned enhancements, changes, and production defects

    •Defects & Tasks used for ‘Reactive’ work:
       •   Defects used in traditional manner, defect against current code base
       •   Tasks are used to decompose individual work across team members
8                                                                         © 2012 IBM Corporation
Agenda


         1    Description of team and environment



              2    Description of principles and process



              3    Benefits achieved & view of the dashboards



         4   Questions


9                                                          © 2012 IBM Corporation
End-User Customer Benefits
     Giving a Method to the Madness
     •Customers become part of the planning:
        •   Instead of just logging a request and waiting to see what happens.
        •   Forces customers to see the impact of their request on the greater team.

     •All ‘Customers’ understand rank and progress :
        •   Helps foster understanding of why/when work gets done.
        •   Keeps politicing and ‘horse-trading’ out in the open, obvious to everyone.

     Ability to ‘BE’ agile
     •Ability to change and respond to business needs:
        •   Seeing what is WIP, allows customers to more ‘logically’ change their
            mind.
        •   Looking over backlogs and completed items helps identify business trends.

     •Ability to see understand change impacts in real-time:
        •   Highlights the impacts between changes and enhancement requests.
        •   Instant understanding of impact a reactive item has on planned items.
10                                                                           © 2012 IBM Corporation
Team Member Benefits
     Giving a Method to the Madness
     •True understanding of priority:
        •   No matter how urgent or how important one customer makes it sound…..
        •   Offers cover to team when politics enter the mix.

     •The Ability to work and organise across a global team:
        •   Streamlines collaboration and teaming across shared tasks.
        •   Allows grouping and trending of tasks, across all customers and teams.

     Reduction of Reporting Overhead
     •Better view of Doneness:
        •   Ability to link and create dependencies on related tasks.
        •   A more complete view of all related tasks, and their completeness.

     •Running off of real-time live data:
        •   Complete removal of data collection activities (took over 24 hrs across all teams).
        •   Complete removal of report creation, validation, and emailing.


11                                                                                 © 2012 IBM Corporation
The Numbers (metrics)
     Giving a Method to the Madness
     •A workload which could not have otherwise been managed:
         •    Over 3,000 total work items in system.*
         •    200-225 active at any one time.*

     •Improvement in concurrent development:
         •    Originally only able to do 2 streams across 2 test teams.
         •    Improved to 6 streams across 4 test teams.

     Working better, faster, leaner
     •Increase in team productivity and delivery:
         •    Was able to triple the productivity (amount of features) team built.*
         •    Was able to double the complexity (difficulty of features) team built.*

     •Focus on value add:
         •    Team members reduced reporting time from 4hrs/week to 0hrs/week.
         •    Reduction of 1FTE who did nothing but report consolidation.


12                                                                              © 2012 IBM Corporation
        *Metrics captured over 3 release (9 sprints)
Taskboard View




13               © 2012 IBM Corporation
Planning View




14              © 2012 IBM Corporation
Dashboards




15           © 2012 IBM Corporation
High Level - Project Active Status Report




16                                          © 2012 IBM Corporation
17   © 2012 IBM Corporation
Streams on:
    • Agile ALM
    • Cloud & Mobile           Case Studies by:
    • Architecture                • NBN Co
    • Continuous Delivery         • Telstra
                                  • Accenture
                                  • Odecee


          www.ibm.com/software/au/innovate/
                This is a complimentary event




 18                                               © 2012 IBM Corporation

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Lean Business Intelligence: Achieve Better, Faster, Cheaper Business Intelligence

  • 1. lige nce tel aper BI s I n , C he nes etter usi ter, B n B - Fas Lea study C on s u ltant a g i ng Case r. M an e–S olart urt S th July 201 2 K 72 Fr iday
  • 2. Agenda 1 Description of the team and environment 2 Description of principles and process 3 Benefits achieved & view of the dashboards 4 Questions 2 © 2012 IBM Corporation
  • 3. The Team Data Objects BAU Reporting Team •Responsibilities: • Process and Analyse requests for new business reports • Manage changes to front-end report system & report designs • Manage changes to ETL jobs, data structure, and data warehouse •Located in Sydney, Melbourne, Auckland, Wellington Management •Responsibilities • Set priorities for new requests and additional work • Monitor team’s ‘doneness’ • Report to upper management on time and status •Located in Sydney 3 © 2012 IBM Corporation
  • 4. The Customers Business Line Managers •What do these line managers do?: • Manage profitability and financials for products lines • Manage personnel and efficiency of teams • Manage future planning and budgeting for product lines •Distributed in over 6 cities Finance and Audit •What do these numbers guys do? • Monitor finance and transactional spend of the business • Audit the finance of the product lines •Distributed in 2 cities, 5 buildings © 2012 IBM Corporation
  • 5. The Original Environment / Issues • Team was ‘slave to many masters’ • Inability to properly understand priority or scope • ‘Biggest Fish’ prioritisation the largest organisation or product always won • Inability to change priorities fast enough • Dev Managers spent too many hours attempting to get ‘status’ • Attempting to call/email to get and give status across different locations • Attempting to manage dependencies across the teams & locations • Inability to efficiently plan and manage different types of work • Forecasted long range work like planned audit reports, org changes • Immediate reactive work like defects, hot request for market changes © 2012 IBM Corporation
  • 6. Agenda 1 Description of team and environment 2 Description of principles and process 3 Benefits achieved & view of the dashboards 4 Questions 6 © 2012 IBM Corporation
  • 7. The Basis for a New Way Forward Lean / Kanban Principles •Move to Pull Method of working •Limit work-in-progress •Use a unified taskboard/dashboard Scrum Principles •Work in ‘somewhat’ timeboxed fashion •Use a unified taskboard/dashboard •Retrospectives 7 © 2012 IBM Corporation
  • 8. The New Process The Backlogs •Three tiers of backlogs are kept: • The ‘Team backlog’ functions similar to a product backlog • The ‘Release backlog’ helps group and prepare for quarterly releases • The ‘Sprint backlog’ functions as a typical sprint backlog •Managing the backlogs: • Planned & Prioritised using virtual planning meetings across team • Worked using Scrum of Scrums across distributed teams Work on the backlogs •Epics &Stories used for ‘Visioned’ work: • Epics used for Large planned upgrades • Stories used for planned enhancements, changes, and production defects •Defects & Tasks used for ‘Reactive’ work: • Defects used in traditional manner, defect against current code base • Tasks are used to decompose individual work across team members 8 © 2012 IBM Corporation
  • 9. Agenda 1 Description of team and environment 2 Description of principles and process 3 Benefits achieved & view of the dashboards 4 Questions 9 © 2012 IBM Corporation
  • 10. End-User Customer Benefits Giving a Method to the Madness •Customers become part of the planning: • Instead of just logging a request and waiting to see what happens. • Forces customers to see the impact of their request on the greater team. •All ‘Customers’ understand rank and progress : • Helps foster understanding of why/when work gets done. • Keeps politicing and ‘horse-trading’ out in the open, obvious to everyone. Ability to ‘BE’ agile •Ability to change and respond to business needs: • Seeing what is WIP, allows customers to more ‘logically’ change their mind. • Looking over backlogs and completed items helps identify business trends. •Ability to see understand change impacts in real-time: • Highlights the impacts between changes and enhancement requests. • Instant understanding of impact a reactive item has on planned items. 10 © 2012 IBM Corporation
  • 11. Team Member Benefits Giving a Method to the Madness •True understanding of priority: • No matter how urgent or how important one customer makes it sound….. • Offers cover to team when politics enter the mix. •The Ability to work and organise across a global team: • Streamlines collaboration and teaming across shared tasks. • Allows grouping and trending of tasks, across all customers and teams. Reduction of Reporting Overhead •Better view of Doneness: • Ability to link and create dependencies on related tasks. • A more complete view of all related tasks, and their completeness. •Running off of real-time live data: • Complete removal of data collection activities (took over 24 hrs across all teams). • Complete removal of report creation, validation, and emailing. 11 © 2012 IBM Corporation
  • 12. The Numbers (metrics) Giving a Method to the Madness •A workload which could not have otherwise been managed: • Over 3,000 total work items in system.* • 200-225 active at any one time.* •Improvement in concurrent development: • Originally only able to do 2 streams across 2 test teams. • Improved to 6 streams across 4 test teams. Working better, faster, leaner •Increase in team productivity and delivery: • Was able to triple the productivity (amount of features) team built.* • Was able to double the complexity (difficulty of features) team built.* •Focus on value add: • Team members reduced reporting time from 4hrs/week to 0hrs/week. • Reduction of 1FTE who did nothing but report consolidation. 12 © 2012 IBM Corporation *Metrics captured over 3 release (9 sprints)
  • 13. Taskboard View 13 © 2012 IBM Corporation
  • 14. Planning View 14 © 2012 IBM Corporation
  • 15. Dashboards 15 © 2012 IBM Corporation
  • 16. High Level - Project Active Status Report 16 © 2012 IBM Corporation
  • 17. 17 © 2012 IBM Corporation
  • 18. Streams on: • Agile ALM • Cloud & Mobile Case Studies by: • Architecture • NBN Co • Continuous Delivery • Telstra • Accenture • Odecee www.ibm.com/software/au/innovate/ This is a complimentary event 18 © 2012 IBM Corporation

Editor's Notes

  1. 5 mins: Intro and description of the team and environment. 5 mins: Description of process and principles, including how they were adopted by the sales team. 5 mins: How dashboards, reports, and prioritisation are managed & Outlay of the benefits achieved and how they were measured (and reported to management). 5 mins: Questions
  2. Team is very reactive to the loudest screamers Always sucked into Large opps, neglecting other important work
  3. Scrum of Scrums, distributed Tags used to reports from granular to highlevel - replaced Powerpoint Actual running live data,
  4. Scrum of Scrums, distributed Tags used to reports from granular to highlevel - replaced Powerpoint Actual running live data,
  5. Scrum of Scrums, distributed Tags used to reports from granular to highlevel - replaced Powerpoint Actual running live data,