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Engineering Practices
in Scrum for Hardware
Paolo Sammicheli
http://paolo.sammiche.li
Venezia, 14 September 2019
Paolo Sammicheli ā€“ Agile Business Coach
Scrum for Hardware - The Book
Discover the SCRUM for HARDWARE pioneers:
from Wikispeed to the first Scrum for
Hardware Gathering, the Agile Product
Charter and Scrum@Scale. The book is
divided in two parts: the first one made of
stories which introduce the topic in an easy
way, the second one include the description of
the method, the underling values and
principles, the engineering practices, case
studies and many practical examples on how
to adopt it in your company. In the Appendix
you'll find the Scrum and Scrum@Scale guides
and the description of Cynefin and
PopcornFlow. Foreword by Joe Justice.
https://leanpub.com/Scrum-for-Hardware/ ||| https://www.amazon.com/Scrum-Hardware-Paolo-Sammicheli/dp/1983373311/
FESTO
Founded 1925
18.700 employees
250 subsidiaries
61 countries
Turnover ā‚¬ 3,2 Billion
Scrum for Hardware
How to start adopting it?
SCRUM TEAM
ORGANIZATION
Thanks to Peter Stevens
EAT
SM
Pilot Team(s)
Stakeholders
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Impediments
Reference Model Scrum@Scale
The Scrum Pilot is not meant to test the method. Itā€™s a way to expose the organizational
readiness and the systemic impediments in order to building the reference model.
Together with the Scrum@Scale, that will be YOUR scaling framework.
Initial Scrum Teams
ā€¢ Start from Business with a robust
discussion about Value, Value sources
of Today and Tomorrow.
ā€¢ Identify the Cash Cow, the one which
keeps us alive today, and the Rising
Stars, those which will feed us
tomorrow.
ā€¢ Start with something in the middle: not
the Cash Cow but not even something
irrelevant, probably a rising star.
Where to start?
Sisma Spa Case Study
Scrum@Scale
with Hardware
Vittorio Gaudino
Chief Executive Officer
A journey of growth
Precision
machinery
Laser
technology
Additive
manufacturing
Chain making machines
Laser welding systems
Laser marking and engraving systems
Laser cutting systems
Laser metal fusion 3D printers
DLP resin 3D printers
Manufacturing solutions
Fields of application
Jewelry Industrial Dental Medical
Via dellā€™Industria 1
36013, Piovene Rocchette (VI)
Italia
info@sisma.com
www.sisma.com
ā€¢ To reduce time to market
ā€¢ To deal with the increasing complexity of the product
and the rising customer expectation
ā€¢ To deal with unclear and emergent requirements from
client and changes during the development
ā€¢ To be able to respond and adapt to specific markets with
different success factors
Why Scrum and Agile?
We think that Scrum and Agile is the answer for us, to deal
with the new challenges allowing us to better adapt to the
changing requirements from the market.
Expected benefits:
ā€¢ Shorter time to market
ā€¢ Team Work: effectiveness and efficiency
ā€¢ People involvement and motivation
ā€¢ Improve Time, Costs and Quality
ā€¢ Transparency of the information and status
ā€¢ Better innovation and creativity
Why Scrum and Agile?
Implementation
ā€¢ T h e m a n a g e m e n t t e a m i s
composed by the CEO, CFO, Head
of HR, Head of R&D, Head of
P r o d u c t i o n , H e a d o f
Sales&Marketing.
ā€¢ They got trained about Agile,
Scrum and Scrum@Scale.
ā€¢ After the training they discussed in
a management workshop the
vision and the strategy for the
Agile Transformation.
MANAGEMENT TRAINING AND LIFTOFF
VALUE STREAM MAP
ā€¢ During a workshop involving about 25 people, we mapped all the
tasks of the selected Value Stream: Laser Machining.
ā€¢ The value stream map captured all the concept-to-cash activities:
from pre-sale until installation and post-sale customer services.
SKILL MAPPING
ā€¢ In the same workshop, for each macro-step of the value
stream map, we mapped the needed skills.
ā€¢ The mapped skills included competencies (hard skills),
domain (customer engineering process), and soft skills.
SKILL MATRIX
ā€¢ The identified skills have been categorized into 15 profiles.
ā€¢ We asked to the all R&D Department workforce to self evaluate
themselves in the 15 profiles, to build their skill matrix.
ā€¢ Levels vary from Beginner (can operate but with mentoring) to
Senior (can operate autonomously) and Master (can teach).
Self Assessment
Web Form
Results from the
entire R&D Department
Data Export
to Spreadsheet
Skill Matrix Card for each employee
ā€¢ Using the Skill Matrix Cards, the
management discussed different team
composition to find out a balanced set of skills.
ā€¢ Between letting the team to self form or
defining them upfront, the management used a
mixed approach: defined the teams and then
asked feedbacks.
ā€¢ We draw a Team Skill Heat Map with the
distribution of the skills for the entire team
that gives a clue about what kind of skills the
team needs to learn to be more productive and
resilient.
TEAM FORMATION
PILOT: SPECIAL LASER MACHINES
ā€¢ The identified Pilot Team was the one in charge of building customized laser
machines.
ā€¢ 16 people involved, including 5 production specialists and 1 service specialist.
ā€¢ Since the number of the team member was more than 9, we formed a Team
of Teams of two: the ā€œDual Core Teamā€ Pattern.
DEFINITION OF DONE TEAMā€™S VALUES
ā€¢ It uses the metaphor of a computer processor
to explain the concept of Team of Teams:
Ā«users donā€™t mind which core is processing the
task; they mind end performance.Ā»
ā€¢ One Product Owner, One Backlog
ā€¢ One Planning, One Increment, One Review
ā€¢ The other Scrum Events, not exposed to the
external organization, the team members will
self organize to find out how better doing it:
Separated, All Together, Together but with a
representative.
Scrum ā€œDual Coreā€ Team
Scrum ā€œDual Coreā€ Team
Sprint
Planning
Sprint
Review
Product
Increment
Product
Backlog
Consistent with
the Organization
Consistent with
the Organization
Self Organized
and Emerging
Daily Scrum
Scrum Board
Refinements
Retrospectives
ā€¢ It uses the metaphor of a computer processor
to explain the concept of Team of Teams:
Ā«users donā€™t mind which core is processing the
task; they mind end performance.Ā»
ā€¢ One Product Owner, One Backlog
ā€¢ One Planning, One Increment, One Review
ā€¢ The other Scrum Events, not exposed to the
external organization, the team members will
self organize to find out how better doing it:
Separated, All Together, Together but with a
representative.
TRAINING
ā€¢ Two days of Standard Scrum Training.
ā€¢ One day of Scrum for Hardware: eXtreme
Manufacturing and Hardware Case Studies.
ā€¢ Final exercise: the Marshmallow Challenge
TEAM SPACE
ā€¢ We needed to reorganize the Office Space to make the Scrum
Team Member work in a touching distance.
ā€¢ A specific area has been designated for the Scrum Events and the
Scrum Board.
TEAM DESKS
SCRUM
EVENTS
ā€¢ We behave like a real buffet: you
can't take too little, because it
would not be polite, but you can't
take too much because you have
to eat whatever you take.
ā€¢ A very energetic meeting where
discussions took place
spontaneously; a managed chaos.
ā€¢ No chairs in the room: the result is
short and concise discussions.
BUFFET PLANNING
ā€¢ The two daily meetings, one after the
other. Most of the team members
observe other team daily.
ā€¢ The discussion is done following the
flow of the work rather than individual
activities.
ā€¢ Sometimes the task is developed in
pairs by people of the needed skills
rather than the specific team.
ā€¢ The production tasks are in a specific
board with wheels that can be moved
close to the production area.
DAILY SCRUM
ā€¢ Just as anybody, this is the event that takes time to
learn. This team started doing it all together and
then decided to do it sending a representative.
ā€¢ Useful facilitation technique: Triple Nickels
Retrospective adapted to Refinement.
ā€¢ We sit in a circle, including the PO, working in pairs.
Each pair pick up a story, append with post-its
pieces of information, comments, and questions
and pass it to the next pair. If a pair agree that the
story is ready, they apply a Green Label. After one
full round, the story with more than 3 green labels
are called ready, and the PO clarify the remaining
stories.
PRODUCT BACKLOG REFINEMENT
ā€¢ The review covers increments from pre-
s a l e t o s h i p m e n t a n d o n e - s i t e
installation, using 3D models, diagrams,
simulations, photos, and videos.
ā€¢ The production site area is next door,
most of the time, the conversation
continues in front of the real machine, if
itā€™s not already shipped.
ā€¢ With Scrum for Hardware ā€œshippedā€
means that the product itā€™s on a truck
on the way to the customer! Itā€™s not
easy like with software! !
SPRINT REVIEW
ā€¢ Not much different from any other Scrum
Team.
ā€¢ The team decided to have this Scrum
Event collectively.
ā€¢ Facilitation technique allows to respect
the time box:
ā€¢ Glad, Sad, Mad
ā€¢ Like, Learn, Lack
ā€¢ Starfish
ā€¢ Sprint Timeline
ā€¢ etc.
SPRINT RETROSPECTIVE
ā€¢ Single module redesign can be
quickly prototyped to reduce risks.
ā€¢ Prototyping lead time stays within
one Sprint.
ā€¢ Prototype practices include the use
of wood, 3d printing, and manually
shaped aluminum.
ā€¢ Itā€™s the equivalent of Software
Teamā€™s Spikes.
PROTOTYPING ALLOWS SHORT FEEDBACK LOOP
RESULTS
ā€¢ At the SPRINT 8 RETROSPECTIVE, the Team
used the ScrumInc Assessment for self-
evaluating their Scrum fluency.
ā€¢ For each Scrum component, they listed the
known impediments. Those impediments,
mostly at the organizational level, (such as
Sales, Procurement, Service, etc.) filled up the
EAT backlog for the organizational changes.
ā€¢ Then we had an anonymous vote: ā€œIf you were
the CEO, would you continue to transform the
organization with Scrum?ā€ 75% YES (12
people), 19% YES BUT with organizational
adaptation first (3 people), 6% (one person)
abstained.
TEAM SELF ASSESSMENT
NEXT STEPS
ā€¢ EAT and EMS Formation, with their own cadence.
ā€¢ Two more Scrum Teams: HP Laser Machine and Software
Development.
ā€¢ Continue to Inspect and Adapt.
āœ“ Motivation and involvement
āœ“ Transparency
āœ“ Team work and Team accountability
āœ“ A more sustainable development, with early risks reduction
āœ“ More alignment with the overall strategy (thanks to the
METASCRUM) and to better fit to market needs (thanks to
the SPRINT REVIEW and frequent feedbacks)
Benefits observed
āœ“ Mindset change: itā€™s not your boss who tells you what
to do, you need to find it out with your team.
āœ“ The rest of the company needs to be integrated into
this mindset shift.
āœ“ Management needs to be proactive in solving the
impediments.
āœ“ Different use of office space needs to be taken into
consideration.
Point of attention
Via dellā€™Industria 1
36013, Piovene Rocchette (VI)
Italia
info@sisma.com
www.sisma.com

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Engineering practices in Scrum for Hardware - Sisma Spa Case Study

  • 1. Engineering Practices in Scrum for Hardware Paolo Sammicheli http://paolo.sammiche.li Venezia, 14 September 2019
  • 2. Paolo Sammicheli ā€“ Agile Business Coach
  • 3. Scrum for Hardware - The Book Discover the SCRUM for HARDWARE pioneers: from Wikispeed to the first Scrum for Hardware Gathering, the Agile Product Charter and Scrum@Scale. The book is divided in two parts: the first one made of stories which introduce the topic in an easy way, the second one include the description of the method, the underling values and principles, the engineering practices, case studies and many practical examples on how to adopt it in your company. In the Appendix you'll find the Scrum and Scrum@Scale guides and the description of Cynefin and PopcornFlow. Foreword by Joe Justice. https://leanpub.com/Scrum-for-Hardware/ ||| https://www.amazon.com/Scrum-Hardware-Paolo-Sammicheli/dp/1983373311/
  • 4. FESTO Founded 1925 18.700 employees 250 subsidiaries 61 countries Turnover ā‚¬ 3,2 Billion
  • 5.
  • 6. Scrum for Hardware How to start adopting it?
  • 8. EAT SM Pilot Team(s) Stakeholders bla bla bla bla blabla blablabla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla bla bla bla blabla blablabla bla bla bla bla bla bla blabla blablabla bla bla Impediments Reference Model Scrum@Scale The Scrum Pilot is not meant to test the method. Itā€™s a way to expose the organizational readiness and the systemic impediments in order to building the reference model. Together with the Scrum@Scale, that will be YOUR scaling framework. Initial Scrum Teams
  • 9. ā€¢ Start from Business with a robust discussion about Value, Value sources of Today and Tomorrow. ā€¢ Identify the Cash Cow, the one which keeps us alive today, and the Rising Stars, those which will feed us tomorrow. ā€¢ Start with something in the middle: not the Cash Cow but not even something irrelevant, probably a rising star. Where to start?
  • 10. Sisma Spa Case Study Scrum@Scale with Hardware
  • 12. A journey of growth Precision machinery Laser technology Additive manufacturing
  • 15. Laser marking and engraving systems
  • 17. Laser metal fusion 3D printers
  • 18. DLP resin 3D printers
  • 20. Fields of application Jewelry Industrial Dental Medical
  • 21. Via dellā€™Industria 1 36013, Piovene Rocchette (VI) Italia info@sisma.com www.sisma.com
  • 22. ā€¢ To reduce time to market ā€¢ To deal with the increasing complexity of the product and the rising customer expectation ā€¢ To deal with unclear and emergent requirements from client and changes during the development ā€¢ To be able to respond and adapt to specific markets with different success factors Why Scrum and Agile?
  • 23. We think that Scrum and Agile is the answer for us, to deal with the new challenges allowing us to better adapt to the changing requirements from the market. Expected benefits: ā€¢ Shorter time to market ā€¢ Team Work: effectiveness and efficiency ā€¢ People involvement and motivation ā€¢ Improve Time, Costs and Quality ā€¢ Transparency of the information and status ā€¢ Better innovation and creativity Why Scrum and Agile?
  • 25. ā€¢ T h e m a n a g e m e n t t e a m i s composed by the CEO, CFO, Head of HR, Head of R&D, Head of P r o d u c t i o n , H e a d o f Sales&Marketing. ā€¢ They got trained about Agile, Scrum and Scrum@Scale. ā€¢ After the training they discussed in a management workshop the vision and the strategy for the Agile Transformation. MANAGEMENT TRAINING AND LIFTOFF
  • 26. VALUE STREAM MAP ā€¢ During a workshop involving about 25 people, we mapped all the tasks of the selected Value Stream: Laser Machining. ā€¢ The value stream map captured all the concept-to-cash activities: from pre-sale until installation and post-sale customer services.
  • 27. SKILL MAPPING ā€¢ In the same workshop, for each macro-step of the value stream map, we mapped the needed skills. ā€¢ The mapped skills included competencies (hard skills), domain (customer engineering process), and soft skills.
  • 28. SKILL MATRIX ā€¢ The identified skills have been categorized into 15 profiles. ā€¢ We asked to the all R&D Department workforce to self evaluate themselves in the 15 profiles, to build their skill matrix. ā€¢ Levels vary from Beginner (can operate but with mentoring) to Senior (can operate autonomously) and Master (can teach). Self Assessment Web Form Results from the entire R&D Department Data Export to Spreadsheet Skill Matrix Card for each employee
  • 29. ā€¢ Using the Skill Matrix Cards, the management discussed different team composition to find out a balanced set of skills. ā€¢ Between letting the team to self form or defining them upfront, the management used a mixed approach: defined the teams and then asked feedbacks. ā€¢ We draw a Team Skill Heat Map with the distribution of the skills for the entire team that gives a clue about what kind of skills the team needs to learn to be more productive and resilient. TEAM FORMATION
  • 30. PILOT: SPECIAL LASER MACHINES ā€¢ The identified Pilot Team was the one in charge of building customized laser machines. ā€¢ 16 people involved, including 5 production specialists and 1 service specialist. ā€¢ Since the number of the team member was more than 9, we formed a Team of Teams of two: the ā€œDual Core Teamā€ Pattern. DEFINITION OF DONE TEAMā€™S VALUES
  • 31. ā€¢ It uses the metaphor of a computer processor to explain the concept of Team of Teams: Ā«users donā€™t mind which core is processing the task; they mind end performance.Ā» ā€¢ One Product Owner, One Backlog ā€¢ One Planning, One Increment, One Review ā€¢ The other Scrum Events, not exposed to the external organization, the team members will self organize to find out how better doing it: Separated, All Together, Together but with a representative. Scrum ā€œDual Coreā€ Team
  • 32. Scrum ā€œDual Coreā€ Team Sprint Planning Sprint Review Product Increment Product Backlog Consistent with the Organization Consistent with the Organization Self Organized and Emerging Daily Scrum Scrum Board Refinements Retrospectives ā€¢ It uses the metaphor of a computer processor to explain the concept of Team of Teams: Ā«users donā€™t mind which core is processing the task; they mind end performance.Ā» ā€¢ One Product Owner, One Backlog ā€¢ One Planning, One Increment, One Review ā€¢ The other Scrum Events, not exposed to the external organization, the team members will self organize to find out how better doing it: Separated, All Together, Together but with a representative.
  • 33. TRAINING ā€¢ Two days of Standard Scrum Training. ā€¢ One day of Scrum for Hardware: eXtreme Manufacturing and Hardware Case Studies. ā€¢ Final exercise: the Marshmallow Challenge
  • 34. TEAM SPACE ā€¢ We needed to reorganize the Office Space to make the Scrum Team Member work in a touching distance. ā€¢ A specific area has been designated for the Scrum Events and the Scrum Board. TEAM DESKS SCRUM EVENTS
  • 35. ā€¢ We behave like a real buffet: you can't take too little, because it would not be polite, but you can't take too much because you have to eat whatever you take. ā€¢ A very energetic meeting where discussions took place spontaneously; a managed chaos. ā€¢ No chairs in the room: the result is short and concise discussions. BUFFET PLANNING
  • 36. ā€¢ The two daily meetings, one after the other. Most of the team members observe other team daily. ā€¢ The discussion is done following the flow of the work rather than individual activities. ā€¢ Sometimes the task is developed in pairs by people of the needed skills rather than the specific team. ā€¢ The production tasks are in a specific board with wheels that can be moved close to the production area. DAILY SCRUM
  • 37. ā€¢ Just as anybody, this is the event that takes time to learn. This team started doing it all together and then decided to do it sending a representative. ā€¢ Useful facilitation technique: Triple Nickels Retrospective adapted to Refinement. ā€¢ We sit in a circle, including the PO, working in pairs. Each pair pick up a story, append with post-its pieces of information, comments, and questions and pass it to the next pair. If a pair agree that the story is ready, they apply a Green Label. After one full round, the story with more than 3 green labels are called ready, and the PO clarify the remaining stories. PRODUCT BACKLOG REFINEMENT
  • 38. ā€¢ The review covers increments from pre- s a l e t o s h i p m e n t a n d o n e - s i t e installation, using 3D models, diagrams, simulations, photos, and videos. ā€¢ The production site area is next door, most of the time, the conversation continues in front of the real machine, if itā€™s not already shipped. ā€¢ With Scrum for Hardware ā€œshippedā€ means that the product itā€™s on a truck on the way to the customer! Itā€™s not easy like with software! ! SPRINT REVIEW
  • 39. ā€¢ Not much different from any other Scrum Team. ā€¢ The team decided to have this Scrum Event collectively. ā€¢ Facilitation technique allows to respect the time box: ā€¢ Glad, Sad, Mad ā€¢ Like, Learn, Lack ā€¢ Starfish ā€¢ Sprint Timeline ā€¢ etc. SPRINT RETROSPECTIVE
  • 40. ā€¢ Single module redesign can be quickly prototyped to reduce risks. ā€¢ Prototyping lead time stays within one Sprint. ā€¢ Prototype practices include the use of wood, 3d printing, and manually shaped aluminum. ā€¢ Itā€™s the equivalent of Software Teamā€™s Spikes. PROTOTYPING ALLOWS SHORT FEEDBACK LOOP
  • 42. ā€¢ At the SPRINT 8 RETROSPECTIVE, the Team used the ScrumInc Assessment for self- evaluating their Scrum fluency. ā€¢ For each Scrum component, they listed the known impediments. Those impediments, mostly at the organizational level, (such as Sales, Procurement, Service, etc.) filled up the EAT backlog for the organizational changes. ā€¢ Then we had an anonymous vote: ā€œIf you were the CEO, would you continue to transform the organization with Scrum?ā€ 75% YES (12 people), 19% YES BUT with organizational adaptation first (3 people), 6% (one person) abstained. TEAM SELF ASSESSMENT
  • 43. NEXT STEPS ā€¢ EAT and EMS Formation, with their own cadence. ā€¢ Two more Scrum Teams: HP Laser Machine and Software Development. ā€¢ Continue to Inspect and Adapt.
  • 44. āœ“ Motivation and involvement āœ“ Transparency āœ“ Team work and Team accountability āœ“ A more sustainable development, with early risks reduction āœ“ More alignment with the overall strategy (thanks to the METASCRUM) and to better fit to market needs (thanks to the SPRINT REVIEW and frequent feedbacks) Benefits observed
  • 45. āœ“ Mindset change: itā€™s not your boss who tells you what to do, you need to find it out with your team. āœ“ The rest of the company needs to be integrated into this mindset shift. āœ“ Management needs to be proactive in solving the impediments. āœ“ Different use of office space needs to be taken into consideration. Point of attention
  • 46. Via dellā€™Industria 1 36013, Piovene Rocchette (VI) Italia info@sisma.com www.sisma.com