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Improving Predictability and Efficiency with
Kanban Metrics using Rational Insight

Marc J. Nehme, Rational Reporting Engineer, Master Certified IT Specialist, @marc_nehme
Paulo Cezar Lacerda Neto, IT Specialist
Luiz Augusto Mota De Souza, IT Specialist
Session 1868

© 2013 IBM Corporation
Please note the following
IBM’s statements regarding its plans, directions, and intent are subject to change or
withdrawal without notice at IBM’s sole discretion.
Information regarding potential future products is intended to outline our general product
direction and it should not be relied on in making a purchasing decision.
The information mentioned regarding potential future products is not a commitment,
promise, or legal obligation to deliver any material, code or functionality. Information
about potential future products may not be incorporated into any contract. The
development, release, and timing of any future features or functionality described for our
products remains at our sole discretion.

Performance is based on measurements and projections using standard IBM
benchmarks in a controlled environment. The actual throughput or performance that any
user will experience will vary depending upon many factors, including considerations
such as the amount of multiprogramming in the user’s job stream, the I/O configuration,
the storage configuration, and the workload processed. Therefore, no assurance can be
given that an individual user will achieve results similar to those stated here.

2
Agenda
 Challenges in Enterprise Reporting
 Rational Insight
 Kanban Method
 Kanban Metrics
 Demonstration

 Q&A

3
Enterprise Reporting Challenges
 Organizational process
 Different departments, different processes, not unified
 Various disparate data sources
 Roll-up of data doesn't compare well

 Lack of visibility into organization metrics

 Manual process
 High Level of effort / Time consuming = $
 Inaccurate / unreliable data
 Outdated metrics

 Individual product reporting
 Lack of functionality/customization
 Training & Resources = $
4
Rational Insight
IBM Rational’s Performance Measurement Offering
 An Enterprise Reporting solution that gets consistent metrics from across an organization
to objectively measure status and progress

 Measure program, project, and team-level progress against pre-defined business
objectives through multiple views
Identify high-priority items and Become notified of high-severity items
Report & Dashboard elements viewable via
 Web browser

 iPads
 Mobile phones
 MS Office, PDF

 Any tool that is JSR168 compliant

5
Key Benefits
 Automation
 Increased Reliability

 Versatile Integration support
 Cross-product reporting
 Traceability

 Trending & historical data (DW model)
 Real-time data (Live model)

 Web-based tool
 Custom/Interactive dashboards (Business Insight)

 OOTB Collateral
 XML data mappings
 ETL fact builds, dimension builds, jobs
 Framework Manager projects
 Data Warehouse structure

 Reports and Dashboards
6
Insight Architecture
 Based on Cognos 10 BI platform, industry proven technology
 Leverages web architecture

 Integration Options
 REST service (adapter)
 REST service (native)

 Direct DB access
 ODBC access
 Generic XML

 Very open architecture and wide-range compatibility

7
The Insight Flow
Data Sources

1

O
D
B
C

X
M
L

R
E
S
T

2

3

Your Dashboard

XDC

ETL
Reporting

5
4

Framework
What is Kanban?
 Kanban – means signal card in Japanese

 Kanban System – a pull system that uses card sets to control the work-in-progress (WIP)
in a manufacturing process.

9
Kanban in Software Development
Taskboards can be used as the basis for visualization of a virtual kanban system.
Backlog

10

Design

4

Coding

5

Testing

5

Ready
Kanban in Software Development
Taskboards can be used as the basis for visualization of a virtual kanban system.
Backlog

11

Design

4

Coding

5

Testing

5

Ready
Kanban view in Rational Team Concert

12
Kanban Method
 Kanban IS NOT:
 An Agile Software Development Method
 A Project Management Method
 A Software Development Process
Kanban Method

An approach to incremental, EVOLUTIONARY process change for organizations.
Kanban Approach to Change
 Principles of Kanban Method
 Start with what you do NOW
 Agree to pursue evolutionary change
 Initially respect existing roles, responsibilities and job titles
Kanban Core Practices
 Visualize Workflow
 Limit Work-in-Progress
 Measure and Manage flow
 Make management policies explicit
 Improve collaboratively (using models and the scientific method)

16
Kanban Analytics and Metrics
The Cumulative Flow Diagram: Monitoring the Flow

17
Kanban Analytics and Metrics
Cumulative Flow Diagram Analysis

WIP

Avg Lead Time

Mean Delivery Rate

18
Kanban Analytics and Metrics
Throughput Trend
Throughput represents the number of items that were delivered in a given time period, such as one month.

WIs

Time

19
Lead Time in Kanban

Backlog

Design

4

Coding

5

Lead Time

20

Testing

5

Ready
Kanban Analytics and Metrics
Lead Time Average

Average Lead Time

Shows the average of the Lead Time over time.

Time

21
Kanban – A Case Analysis using metrics with Rational Insight
 A company’s software development area began facing some delays in software delivery.
The team will utilize their Kanban metrics dashboard to identify what is going wrong
 Analyze WIP and Lead Time and Throughput

 Identify a bottleneck of the increasing number of tasks in one of the stages of the process

22
23
Our Demonstration Environment

Jazz Team Server
Team Concert
4.0.2

Insight 1.1.1.1
Report Server
(WAS v8)

Cognos Statistics
Plug-in

24

DB2 Server
Content Store
Data Warehouse
ETL Catalog
Achievements through Kanban
 Improved predictability through lead time distribution and lead time average
trend
 Identified a process improvement opportunity (improve efficiency)
 Identified bottleneck in the process flow (coding phase)

25
26
Daily Apple TV giveaway
 Complete your session surveys online each day at a conference kiosk or on
your Innovate 2013 Portal!
 Each day that you complete all of that day’s session surveys, your name will
be entered to win the daily Apple TV!
 On Wednesday be sure to complete your full conference evaluation to receive
your free conference t-shirt!

27
Acknowledgements and disclaimers
Availability: References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries
in which IBM operates.
The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided
for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any
participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided
AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise
related to, this presentation or any other materials. Nothing contained in this presentation 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.
All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may
have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is
intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue
growth or other results.
© Copyright IBM Corporation 2013. All rights reserved.

– U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
IBM, the IBM logo, ibm.com, Rational, the Rational logo, Telelogic, the Telelogic logo, Green Hat, the Green Hat logo, and other IBM products
and services are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or
both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these
symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may
also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and
trademark information” at www.ibm.com/legal/copytrade.shtml
If you have mentioned trademarks that are not from IBM, please update and add the following lines:
[Insert any special third-party trademark names/attributions here]
Other company, product, or service names may be trademarks or service marks of others.

28
© Copyright IBM Corporation 2013. All rights reserved. The information
contained in these materials is provided for informational purposes only, and is
provided AS IS without warranty of any kind, express or implied. IBM shall not be
responsible for any damages arising out of the use of, or otherwise related to,
these materials. Nothing contained in these materials 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. References in these materials to
IBM products, programs, or services do not imply that they will be available in all
countries in which IBM operates. Product release dates and/or capabilities
referenced in these materials may change at any time at IBM’s sole discretion
based on market opportunities or other factors, and are not intended to be a
commitment to future product or feature availability in any way. IBM, the IBM logo,
Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products
and services are trademarks of the International Business Machines Corporation,
in the United States, other countries or both. Other company, product, or service
names may be trademarks or service marks of others.

29

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Improve Predictability & Efficiency with Kanban Metrics using IBM Rational Insight

  • 1. Improving Predictability and Efficiency with Kanban Metrics using Rational Insight Marc J. Nehme, Rational Reporting Engineer, Master Certified IT Specialist, @marc_nehme Paulo Cezar Lacerda Neto, IT Specialist Luiz Augusto Mota De Souza, IT Specialist Session 1868 © 2013 IBM Corporation
  • 2. Please note the following IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. 2
  • 3. Agenda  Challenges in Enterprise Reporting  Rational Insight  Kanban Method  Kanban Metrics  Demonstration  Q&A 3
  • 4. Enterprise Reporting Challenges  Organizational process  Different departments, different processes, not unified  Various disparate data sources  Roll-up of data doesn't compare well  Lack of visibility into organization metrics  Manual process  High Level of effort / Time consuming = $  Inaccurate / unreliable data  Outdated metrics  Individual product reporting  Lack of functionality/customization  Training & Resources = $ 4
  • 5. Rational Insight IBM Rational’s Performance Measurement Offering  An Enterprise Reporting solution that gets consistent metrics from across an organization to objectively measure status and progress  Measure program, project, and team-level progress against pre-defined business objectives through multiple views Identify high-priority items and Become notified of high-severity items Report & Dashboard elements viewable via  Web browser  iPads  Mobile phones  MS Office, PDF  Any tool that is JSR168 compliant 5
  • 6. Key Benefits  Automation  Increased Reliability  Versatile Integration support  Cross-product reporting  Traceability  Trending & historical data (DW model)  Real-time data (Live model)  Web-based tool  Custom/Interactive dashboards (Business Insight)  OOTB Collateral  XML data mappings  ETL fact builds, dimension builds, jobs  Framework Manager projects  Data Warehouse structure  Reports and Dashboards 6
  • 7. Insight Architecture  Based on Cognos 10 BI platform, industry proven technology  Leverages web architecture  Integration Options  REST service (adapter)  REST service (native)  Direct DB access  ODBC access  Generic XML  Very open architecture and wide-range compatibility 7
  • 8. The Insight Flow Data Sources 1 O D B C X M L R E S T 2 3 Your Dashboard XDC ETL Reporting 5 4 Framework
  • 9. What is Kanban?  Kanban – means signal card in Japanese  Kanban System – a pull system that uses card sets to control the work-in-progress (WIP) in a manufacturing process. 9
  • 10. Kanban in Software Development Taskboards can be used as the basis for visualization of a virtual kanban system. Backlog 10 Design 4 Coding 5 Testing 5 Ready
  • 11. Kanban in Software Development Taskboards can be used as the basis for visualization of a virtual kanban system. Backlog 11 Design 4 Coding 5 Testing 5 Ready
  • 12. Kanban view in Rational Team Concert 12
  • 13. Kanban Method  Kanban IS NOT:  An Agile Software Development Method  A Project Management Method  A Software Development Process
  • 14. Kanban Method An approach to incremental, EVOLUTIONARY process change for organizations.
  • 15. Kanban Approach to Change  Principles of Kanban Method  Start with what you do NOW  Agree to pursue evolutionary change  Initially respect existing roles, responsibilities and job titles
  • 16. Kanban Core Practices  Visualize Workflow  Limit Work-in-Progress  Measure and Manage flow  Make management policies explicit  Improve collaboratively (using models and the scientific method) 16
  • 17. Kanban Analytics and Metrics The Cumulative Flow Diagram: Monitoring the Flow 17
  • 18. Kanban Analytics and Metrics Cumulative Flow Diagram Analysis WIP Avg Lead Time Mean Delivery Rate 18
  • 19. Kanban Analytics and Metrics Throughput Trend Throughput represents the number of items that were delivered in a given time period, such as one month. WIs Time 19
  • 20. Lead Time in Kanban Backlog Design 4 Coding 5 Lead Time 20 Testing 5 Ready
  • 21. Kanban Analytics and Metrics Lead Time Average Average Lead Time Shows the average of the Lead Time over time. Time 21
  • 22. Kanban – A Case Analysis using metrics with Rational Insight  A company’s software development area began facing some delays in software delivery. The team will utilize their Kanban metrics dashboard to identify what is going wrong  Analyze WIP and Lead Time and Throughput  Identify a bottleneck of the increasing number of tasks in one of the stages of the process 22
  • 23. 23
  • 24. Our Demonstration Environment Jazz Team Server Team Concert 4.0.2 Insight 1.1.1.1 Report Server (WAS v8) Cognos Statistics Plug-in 24 DB2 Server Content Store Data Warehouse ETL Catalog
  • 25. Achievements through Kanban  Improved predictability through lead time distribution and lead time average trend  Identified a process improvement opportunity (improve efficiency)  Identified bottleneck in the process flow (coding phase) 25
  • 26. 26
  • 27. Daily Apple TV giveaway  Complete your session surveys online each day at a conference kiosk or on your Innovate 2013 Portal!  Each day that you complete all of that day’s session surveys, your name will be entered to win the daily Apple TV!  On Wednesday be sure to complete your full conference evaluation to receive your free conference t-shirt! 27
  • 28. Acknowledgements and disclaimers Availability: References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other materials. Nothing contained in this presentation 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. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. © Copyright IBM Corporation 2013. All rights reserved. – U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, the IBM logo, ibm.com, Rational, the Rational logo, Telelogic, the Telelogic logo, Green Hat, the Green Hat logo, and other IBM products and services are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml If you have mentioned trademarks that are not from IBM, please update and add the following lines: [Insert any special third-party trademark names/attributions here] Other company, product, or service names may be trademarks or service marks of others. 28
  • 29. © Copyright IBM Corporation 2013. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials 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. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. 29