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TOC & Kanban in Embedded Domain
An Experience share



Rajith R & Girish Hegde
Huawei Technologies India Pvt. Ltd.


                                      www.huawei.com




HUAWEI TECHNOLOGIES CO., LTD.
The SCOPE




                                TOC – Wave1           TOC – Wave2




    Project Background          Kanban experience sharing
                                •   Need for change                              Learning
                                •   Gaps and challenges observed
                                •   Strategies to overcome challenges
                                •   Benefits seen




HUAWEI TECHNOLOGIES CO., LTD.                                           Page 2
Background - Business Line: 2010

Huawei India’s Central R & D Business Line predominantly works on Platform Development for
Telecom products (e.g. Protocol Stacks, NMS, OS Middleware, Data Middleware, Cloud based solutions, BI System and so on)



   • 90% teams use agile                                            • Lean Thinking to Improve Efficiency

   • Time-to-Market still a challenge.             Further          • VSM to find gaps in process flow
                                                   Analysis
   • Wanted efficiency to improve              Lead to consider     • Deeper analysis of lean practices




          This is an experience sharing of one of the teams that used TOC and Kanban




   HUAWEI TECHNOLOGIES CO., LTD.                                                        Page 3
Project Background

                                   60+ protocols        Maintain over
                                150+ Product teams        3M LOC




                                                                     300+
                            Deployed
                                                               requirements/per
                         In 500000+ NEs
                                                                     year


                                            Network-critical                               • NE: Network Elements
                                                                                           • LOC: Lines of Code




                 We are a Market facing, platform development team and address the demands of
                 various product family teams located worldwide, primarily Shenzhen China

HUAWEI TECHNOLOGIES CO., LTD.                                                     Page 4
TOC Analysis to find & overcome limiting assumptions (2008)

      Why Change                     What to change                What to change to                       How to cause the change
  System Goal, constraint & Gap   Conflicts and current reality      Future reality tree                             Implementation




         Based on VOC             Conflicts association with UDE   Break Conflicts with Win-Win                      How to Change

       Handling new requirement
           is not optimized

                                                                         Manage HR better –
GAP




                                   More HR – better efficiency      Deliver frequently using agile
       Less HR to handle high         and faster delivery?
                load                                               • Shared members,
                                                                                                             • Manage work in sprints of 3
                                                                   • Increase availability for active          weeks; Use Scrum.
                                                                     components
           PRS process is                                                                                    • Share members across
           time consuming               More lightweight                                                       components in a domain
                                           Process?
                                                                           Do it IID way -
                                                                            Follow agile

         Where we are
                                                                                                            • UDE: Undesirable Effects
                                                                                                            • HR: Human Resource


       HUAWEI TECHNOLOGIES CO., LTD.                                                                    Page 5
What to change: Conflicts associated with UDEs

                                  High
                                 Quality
                                               Existing
                                              procedure
               Good &                                       PRS process is
                Fast                                        time consuming
                                             Lightweight
                                   Fast       procedure
                                 response




                                 Better
                                efficiency
                                             Existing HR
              Efficient &                                  Less HR to handle
                  Fast                                         high load

                                 Deliver      More HR
                                  faster



HUAWEI TECHNOLOGIES CO., LTD.                                                  Page 6
What to change to? Break conflicts with Win : Win

Assumption                                     Injection                                   How to

UDE: PRS process is time consuming

Current PRS procedures cannot ensure fast      Current PRS procedures can ensure fast
                                                                                           Do it the IID way. Follow Agile development method.
response                                       response

UDE: Less HR to handle high load
                                               HR can be managed better to ensure faster
HR should be added to ensure faster delivery                                               Deliver frequently using IID/Agile.
                                               delivery

                                               HR can be managed better to ensure good     Share HR across related domains, across more than one
Adding HR will reduce efficiency
                                               efficiency                                  component.




                  Adoption of Iterative Incremental Development was a Radical Change to the team
                                        which addressed many of our problems



    HUAWEI TECHNOLOGIES CO., LTD.                                                                           Page 7
TOC Analysis to find & overcome further challenges (2010)

       Why Change                    What to change                What to change to                 How to cause the change
  System Goal, Constraint & Gap   Conflicts and current reality      Future reality tree                       Implementation




         Team Challenges          Conflicts association with UDE   Break Conflicts with Win-Win                How to Change


        Inability to de-scope
            deliverables
                                                                                                       • Prioritize work every day and
                                   Improve multitasking ability     Multitasking is taxing; One          finish till end as one piece of
GAP




          Reduced time for           to improve efficiency?           Piece Flow is efficient
           System Testing                                                                                work, to deliver faster

                                                                                                       • Use Kanban mode with agile
         High outburst tasks         Extend iteration length to
                                                                                                         to control queues and delays
                                                                    Control queues and delays
                                      accommodate Testing?               to get more time              • Strengthen visual indicators to
                                                                                                         see problems early
         Where we are



        HUAWEI TECHNOLOGIES CO., LTD.                                                             Page 8
What to change to? Break conflicts with Win : Win

Assumption                                       Injection                                         How to

UDE: Insufficient time for Testing

                                                 Working independently is not a concern.
Independently working members pile up the                                                          Have better mechanism to visualize the flow. Ensure study
                                                 Ensuring continuity in the flow is important to
work in the end, reduces testing time                                                              flow of value across different states, reduce queues.
                                                 improve efficiency.

                                                 Don’t have to reduce testing cycle, if work is
Re-plan sprints or reduce testing cycle                                                            Operate in One Piece Flow mode to have continuity in flow.
                                                 processed to DONE without discontinuity

UDE: High outburst activities, but unable to de-scope
                                                 A process based on task flow visualization
Need to improve Multitasking ability to handle                                                     1. Limit Work In Progress at any point of time, so that
                                                 and management can be a better alternative
many outburst activities.                                                                             changing the scope even later in the iteration is possible.
                                                 to multi-tasking
                                                                                                   2. Optimize “in process lead time” by applying Kanban in
De-scoping is not an option because effort       De-scoping is possible even later in the             and improve efficiency;
has already been burnt.                          iteration.                                        A medium size requirement be delivered in < 7 Cal Days.



                 Adoption of Kanban was one top deed we thought would work for us and found to
                                        be the point of highest leverage



    HUAWEI TECHNOLOGIES CO., LTD.                                                                                  Page 9
Specific approaches taken

• Apply Kanban process within the Scrum            Measure and Optimize Lead Time
  Framework
                                                Set lead time goal
• Adaptations to Scrum
    User Stories to MMF (Minimum Marketable       Measure lead time using Kanban process
      Feature)
    Continuous flow preferred over timeboxed      Trigger kaizen when actual lead time > goal
     sprint
    Retrospectives to Kaizen                      Find root cause for exceeding lead time goal
     Focused on the longest queue and the one
     top improvement.
                                                               Identify top improvement
    Relevant metrics measured:
           Lead time (Small/Medium/Large)
                                                            Update and systemize new process




   HUAWEI TECHNOLOGIES CO., LTD.                                 Page 10
Focus areas and strategies



      • Lean knowledge in team       • Study group          • Internal coaching
      • Kanban framework             • Limit WIP            • Work cells & swim lanes
      • Optimize lead time           • Lead time goal       • kaizen




 •    Improve the lean knowledge in the team by forming
      study group and employing an internal coach
 •    Create the Kanban board by identifying work cells &
      deciding the Work-In-Progress (WIP) limits
 •    Measure and optimize lead time using kaizen



     HUAWEI TECHNOLOGIES CO., LTD.                                                      Page 11
Kanban Visualization
•       Restructured Story wall: Defined 6 States
•       Limiting WIP at each state
•       Split teams into two 3 lanes to enable One Piece Flow;
        Lane1 - 2 components, Lane2 – 2 components, Lane3 – Quality Improvement



                   TODO                  Analysis (2)           Development (2)    Testing (2)        Release (2)     Done

    L1             F34                     F33                      F32              F31

    L2             F43                     F42                                       F41

    QI             QI2                                              QI1


    •     Rule: Tasks can be moved from one state to next only if WIP space is available. No tasks movement if WIP limit has
          reached
    •     Simple template for Kanban cards to record start date, end date to measure the lead time
    •     Bi-Weekly Kaizen, focus on optimizing lead time


        HUAWEI TECHNOLOGIES CO., LTD.
Challenges Faced & How we addressed



                   Challenges                                           Initiatives taken

   •   Limiting WIP was tough
                                                       •   Started recording Expected End date (lead time goal)
   •   Sharing team members resulted in some task          & time taken at each state to know about big delays.
       states reaching the WIP limit often
                                                       •   Record backflow items & reasons for delays on the
   •   Lead time measurement & optimizing                  Kanban cards.

   •   Reducing task switch due to frequent outburst
       tasks




  HUAWEI TECHNOLOGIES CO., LTD.
Further improvements


                                                                                                      Added 1 new swim-lane and
                                                                                                       reduced WIP limit for some
                                                                                                       task states
 • Revisit WIP limits         • Improvise swim lanes       • Green channel
 • Measure lead time          • Event triggered kaizen     • Quality Improvements
                                                                                                      Green Channel – for
                                                                                                       handling outburst tasks

                                                                                                      Event triggered kaizen –
                                                                                                       Don’t delay improvements



            TODO                   Analysis (1)     Implementation(1)    Review (2)      Testing (2)        Release (2)     Done

                                      F37                F32                 F35           F31
 L1            F34      F36
                                      F33                                    Green channel - Express Way
 L2




  HUAWEI TECHNOLOGIES CO., LTD.                                                               Page 14
Benefits observed

  WIP limits & one piece flow helped in reducing task switch &
   waiting

  Kaizen helped in Lead time optimization & identifying rework
   queues. Improvements based on this helped in reducing many
   quality risks (e.g. through Quality Improvement task force, preventive patches)

  Explicit visual management (e.g. Green Channel) & work-cells
   helped in handling outburst tasks like patches & urgent
   requirements better

  Could restrain from delivering the requirement which will not be
   used by Product Teams immediately

  Could make intermediate releases without much delay, which was
   earlier linked with time boxed iterations



   HUAWEI TECHNOLOGIES CO., LTD.
Key lessons learnt from TOC, Kanban & Kaizen


     Highest Leverage                      Visualization                   Flow                              Optimize

                                        Methods used: Kanban         Methods used: Work                Methods used: Measure
         Method used
                                         board, swim lanes,           cells, WIP limits                  lead time , kaizen
           POOGI                            green channel




           Lessons                            Lessons                    Lessons                             Lessons
            learnt                             learnt                     learnt                              learnt



  Highest leverage points are           Visualization helps in    Regulated flow helps you          Optimizing lead time helps
    often counter intuitive             making your process         to identify the rocks          in reducing the time spent in
                                               explicit                  (problems)                           queues



                                Keep finding areas of highest leverage to continuously improve



  HUAWEI TECHNOLOGIES CO., LTD.                                                              Page 16
References




                                http://www.limitedwipsociety.org/



HUAWEI TECHNOLOGIES CO., LTD.
Thank you
www.huawei.com

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Toc and kanban in embedded domain

  • 1. TOC & Kanban in Embedded Domain An Experience share Rajith R & Girish Hegde Huawei Technologies India Pvt. Ltd. www.huawei.com HUAWEI TECHNOLOGIES CO., LTD.
  • 2. The SCOPE TOC – Wave1 TOC – Wave2 Project Background Kanban experience sharing • Need for change Learning • Gaps and challenges observed • Strategies to overcome challenges • Benefits seen HUAWEI TECHNOLOGIES CO., LTD. Page 2
  • 3. Background - Business Line: 2010 Huawei India’s Central R & D Business Line predominantly works on Platform Development for Telecom products (e.g. Protocol Stacks, NMS, OS Middleware, Data Middleware, Cloud based solutions, BI System and so on) • 90% teams use agile • Lean Thinking to Improve Efficiency • Time-to-Market still a challenge. Further • VSM to find gaps in process flow Analysis • Wanted efficiency to improve Lead to consider • Deeper analysis of lean practices This is an experience sharing of one of the teams that used TOC and Kanban HUAWEI TECHNOLOGIES CO., LTD. Page 3
  • 4. Project Background 60+ protocols Maintain over 150+ Product teams 3M LOC 300+ Deployed requirements/per In 500000+ NEs year Network-critical • NE: Network Elements • LOC: Lines of Code We are a Market facing, platform development team and address the demands of various product family teams located worldwide, primarily Shenzhen China HUAWEI TECHNOLOGIES CO., LTD. Page 4
  • 5. TOC Analysis to find & overcome limiting assumptions (2008) Why Change What to change What to change to How to cause the change System Goal, constraint & Gap Conflicts and current reality Future reality tree Implementation Based on VOC Conflicts association with UDE Break Conflicts with Win-Win How to Change Handling new requirement is not optimized Manage HR better – GAP More HR – better efficiency Deliver frequently using agile Less HR to handle high and faster delivery? load • Shared members, • Manage work in sprints of 3 • Increase availability for active weeks; Use Scrum. components PRS process is • Share members across time consuming More lightweight components in a domain Process? Do it IID way - Follow agile Where we are • UDE: Undesirable Effects • HR: Human Resource HUAWEI TECHNOLOGIES CO., LTD. Page 5
  • 6. What to change: Conflicts associated with UDEs High Quality Existing procedure Good & PRS process is Fast time consuming Lightweight Fast procedure response Better efficiency Existing HR Efficient & Less HR to handle Fast high load Deliver More HR faster HUAWEI TECHNOLOGIES CO., LTD. Page 6
  • 7. What to change to? Break conflicts with Win : Win Assumption Injection How to UDE: PRS process is time consuming Current PRS procedures cannot ensure fast Current PRS procedures can ensure fast Do it the IID way. Follow Agile development method. response response UDE: Less HR to handle high load HR can be managed better to ensure faster HR should be added to ensure faster delivery Deliver frequently using IID/Agile. delivery HR can be managed better to ensure good Share HR across related domains, across more than one Adding HR will reduce efficiency efficiency component. Adoption of Iterative Incremental Development was a Radical Change to the team which addressed many of our problems HUAWEI TECHNOLOGIES CO., LTD. Page 7
  • 8. TOC Analysis to find & overcome further challenges (2010) Why Change What to change What to change to How to cause the change System Goal, Constraint & Gap Conflicts and current reality Future reality tree Implementation Team Challenges Conflicts association with UDE Break Conflicts with Win-Win How to Change Inability to de-scope deliverables • Prioritize work every day and Improve multitasking ability Multitasking is taxing; One finish till end as one piece of GAP Reduced time for to improve efficiency? Piece Flow is efficient System Testing work, to deliver faster • Use Kanban mode with agile High outburst tasks Extend iteration length to to control queues and delays Control queues and delays accommodate Testing? to get more time • Strengthen visual indicators to see problems early Where we are HUAWEI TECHNOLOGIES CO., LTD. Page 8
  • 9. What to change to? Break conflicts with Win : Win Assumption Injection How to UDE: Insufficient time for Testing Working independently is not a concern. Independently working members pile up the Have better mechanism to visualize the flow. Ensure study Ensuring continuity in the flow is important to work in the end, reduces testing time flow of value across different states, reduce queues. improve efficiency. Don’t have to reduce testing cycle, if work is Re-plan sprints or reduce testing cycle Operate in One Piece Flow mode to have continuity in flow. processed to DONE without discontinuity UDE: High outburst activities, but unable to de-scope A process based on task flow visualization Need to improve Multitasking ability to handle 1. Limit Work In Progress at any point of time, so that and management can be a better alternative many outburst activities. changing the scope even later in the iteration is possible. to multi-tasking 2. Optimize “in process lead time” by applying Kanban in De-scoping is not an option because effort De-scoping is possible even later in the and improve efficiency; has already been burnt. iteration. A medium size requirement be delivered in < 7 Cal Days. Adoption of Kanban was one top deed we thought would work for us and found to be the point of highest leverage HUAWEI TECHNOLOGIES CO., LTD. Page 9
  • 10. Specific approaches taken • Apply Kanban process within the Scrum Measure and Optimize Lead Time Framework Set lead time goal • Adaptations to Scrum  User Stories to MMF (Minimum Marketable Measure lead time using Kanban process Feature)  Continuous flow preferred over timeboxed Trigger kaizen when actual lead time > goal sprint  Retrospectives to Kaizen Find root cause for exceeding lead time goal Focused on the longest queue and the one top improvement. Identify top improvement  Relevant metrics measured:  Lead time (Small/Medium/Large) Update and systemize new process HUAWEI TECHNOLOGIES CO., LTD. Page 10
  • 11. Focus areas and strategies • Lean knowledge in team • Study group • Internal coaching • Kanban framework • Limit WIP • Work cells & swim lanes • Optimize lead time • Lead time goal • kaizen • Improve the lean knowledge in the team by forming study group and employing an internal coach • Create the Kanban board by identifying work cells & deciding the Work-In-Progress (WIP) limits • Measure and optimize lead time using kaizen HUAWEI TECHNOLOGIES CO., LTD. Page 11
  • 12. Kanban Visualization • Restructured Story wall: Defined 6 States • Limiting WIP at each state • Split teams into two 3 lanes to enable One Piece Flow; Lane1 - 2 components, Lane2 – 2 components, Lane3 – Quality Improvement TODO Analysis (2) Development (2) Testing (2) Release (2) Done L1 F34 F33 F32 F31 L2 F43 F42 F41 QI QI2 QI1 • Rule: Tasks can be moved from one state to next only if WIP space is available. No tasks movement if WIP limit has reached • Simple template for Kanban cards to record start date, end date to measure the lead time • Bi-Weekly Kaizen, focus on optimizing lead time HUAWEI TECHNOLOGIES CO., LTD.
  • 13. Challenges Faced & How we addressed Challenges Initiatives taken • Limiting WIP was tough • Started recording Expected End date (lead time goal) • Sharing team members resulted in some task & time taken at each state to know about big delays. states reaching the WIP limit often • Record backflow items & reasons for delays on the • Lead time measurement & optimizing Kanban cards. • Reducing task switch due to frequent outburst tasks HUAWEI TECHNOLOGIES CO., LTD.
  • 14. Further improvements  Added 1 new swim-lane and reduced WIP limit for some task states • Revisit WIP limits • Improvise swim lanes • Green channel • Measure lead time • Event triggered kaizen • Quality Improvements  Green Channel – for handling outburst tasks  Event triggered kaizen – Don’t delay improvements TODO Analysis (1) Implementation(1) Review (2) Testing (2) Release (2) Done F37 F32 F35 F31 L1 F34 F36 F33 Green channel - Express Way L2 HUAWEI TECHNOLOGIES CO., LTD. Page 14
  • 15. Benefits observed  WIP limits & one piece flow helped in reducing task switch & waiting  Kaizen helped in Lead time optimization & identifying rework queues. Improvements based on this helped in reducing many quality risks (e.g. through Quality Improvement task force, preventive patches)  Explicit visual management (e.g. Green Channel) & work-cells helped in handling outburst tasks like patches & urgent requirements better  Could restrain from delivering the requirement which will not be used by Product Teams immediately  Could make intermediate releases without much delay, which was earlier linked with time boxed iterations HUAWEI TECHNOLOGIES CO., LTD.
  • 16. Key lessons learnt from TOC, Kanban & Kaizen Highest Leverage Visualization Flow Optimize Methods used: Kanban Methods used: Work Methods used: Measure Method used board, swim lanes, cells, WIP limits lead time , kaizen POOGI green channel Lessons Lessons Lessons Lessons learnt learnt learnt learnt Highest leverage points are Visualization helps in Regulated flow helps you Optimizing lead time helps often counter intuitive making your process to identify the rocks in reducing the time spent in explicit (problems) queues Keep finding areas of highest leverage to continuously improve HUAWEI TECHNOLOGIES CO., LTD. Page 16
  • 17. References http://www.limitedwipsociety.org/ HUAWEI TECHNOLOGIES CO., LTD.