business analysis support of large, scaled-agile … · business analysis support of large,...

Business Analysis Support of Large, Scaled-Agile Programs:

A Case Study

Operated by the National Marrow Donor Program® 1

Saving lives . . .

2 Operated by the National Marrow Donor Program®

Be The Match’s Mission:

“We Save Lives Through Cellular Therapy”


Delivering Cures for Blood Cancers

For people with life-threatening blood cancers like leukemia and lymphoma or other diseases, a cure exists. Be The Match connects patients with their donor match for a life-saving marrow or umbilical cord blood transplant.


Jade, cord blood transplant recipient

Science and Research


Patient Assistance


Facilitate Transplants


Donor Recruitment


Registry Platform Program

•  Replace legacy technology •  Architect as a platform •  Reengineer data and business processes •  Develop new tools •  Improve capabilities


Previous Attempts

•  Previous attempts to do this •  Partial successes •  Never reaching the goal •  Stakeholders affected

–  “We already did this analysis” –  Some tacit skepticism

•  Recognition of need and urgency overcame this

Operated by the National Marrow Donor Program® 12

Agile

•  Be The Match is a recent adopter of Scrum •  Agile methods had been used on smaller,

stand-alone projects •  But not yet done on a large program •  Scaling Agile challenges


Program Structure

•  Program –  3 years, Large Scope – One Program Manager – Two Business Sponsors – Steering Committee

•  Included most of the C Level executives


Projects and Teams

•  Program included – Four projects

•  3 PMs

– Six agile development teams •  2 of them offshore (Minsk) •  4 Scrum Masters (1 in Minsk)

– Data team, Design team, Solution Architecture team


Business Analysts, Products Owners, and Business Stakeholders

•  One Enterprise Business Analyst – Program Level Business Analysis & Architecture

•  Six Business Analysts – Project Level Business Analysis

•  Three Product Owners, Four Business Leads •  Numerous SMEs


Business Analysis Challenges

•  Multiple Scrum teams – Some teams offshore

•  Multiple Products – Needing to work together as a value chain

•  Complex domain – Data


What the Program Needed from BAs

•  Context –  How things fit together within value chain

•  Abstraction –  Strip away information to facilitate communication

•  Insights –  Actionable


Models

•  Modeling techniques that provide context for user stories and epics – BPMN – Data Flow – Use Case – Ad-Hoc


Useful?


BPMN: the go-to process model Screen

ingandCo

nsen

t

DC00

1WorkupSpecialist

Dono

r

CaseM

anager

Client

Process

Specialist

WULiaiso

n

Finance

OrderfromCaseManagement

2.1CallDonorto

determineidentifiedRCDADrisksandgetagreementtoproceed

2.2Scheduleinfo

session.RequestaInformationPacketbesenttoDonor

HHSQ

Phonecall

InformationPacket

2.4CallDonorto

conductinformationsession

Phonecall

NoIdentifiedRisk,Suitable,

andWilling

Eligible,Willing,

andSuitable

Ineligible,orNotSuitable,

orWilling

SignedConsentFormandHHSQ

2.5Enterinformationintosystem.SubmitHHSQandconsent

forreview

2.7Updatestatus.

Callandsendfollowupemailtodonorregarding

participationstatus

2.8VerifyreleaseandinformclientofDonorrelease

Donorrelease

IdentifiedRisk,orNotSuitable,orUnwilling

2.6ReviewHHSQandconsent.SendfinalGatereviewdocs

backtoWUSpecialist

HHSQanddocs

FinalGatereviewdocs

EligibilityEmail

2.3PrepareandsendInformationPacket

toDonor

FinanceTrigger

FinanceTrigger


Data Flow Diagram: awesome context conveyor


STAR CrisLink

Donor

DIYApplication

(web)

Application

Demographics

KeyinApplication

Application

Demographics

Recruiter

Receive,inspectandstoreswab

Swabs

Samplestorageinfo

Samplestorageinfo

SendSampleInfotoSTAR

Samplestorageinfo

FinanceSystem

Keyindriveinfo

DriveResults

Driveinfo

Createtypingrequests

Queue

TypingRequest

Use Case Analysis: perspective


Registry/DataQuality

LabServices

Biorepository

Finance

UC1:ReceiveandProcess

DonorRecruitmentSamples

UC2:AnalyzeQueueandPlan

LabShipments

UC3:SubmitLabTestBatchOrder

UC4:AssembleandSend

Shipments

UC5:ManageSupplyofQC

SamplesUC6:

ConductTestsandSendResults

UC8:Evaluate

TestResults

UC7:Receive

TestResults

UC9:UpdateRegistry

UC10:TrackOrderFulfillmentandLabPerformance

UC11:PayLabs

DonorManagement

ExternalLabs

Ad Hoc Diagrams: just add value, baby

ProgramDefines,Delivers,andPays

ForIt

ProgramDefinesandPaysForIt;OtherTeamsDeliver

ProgramDefines;OtherTeamsDeliverandPayForIt

B2B

Finances

Crislink

Haplogic

Case

Traxis

CordSourceStarLinkWeb

CIBMTRBioinformatics

Unite

PTRMatchPTR

(notinCORE?)(noUIdisplayneeeded)

LegacyPTR(noUIdisplayneeded)

HistoricalTestResult:PrimaryData

A

HistoricalTestResult:GLString

BHistoricalTestResult:

Haploid

C

HistoricalTR

(CORE

)PT

RForm

attin

g

12

3

1.1GLString:up-to-dateversionoftheGLstringthatwaspersistedinTRhistoryTRandidentifiedasthePTR.

1.2GenomicList:up-to-dategenomiclist(tableview)versionoftheGLstringthatwaspersistedinTRhistoryTRandidentifiedasthePTR.

1.3Haploid:up-to-dateMAChaploidtranslationoftheGLstringthatwaspersistedinTRhistoryTRandidentifiedasthePTR.

2.1GenomicList:up-to-date,(fullydecomposedtotheallelelevelandutilizingshortnames),genomiclist(tableview)versionoftheGLstringthatwaspersistedinTRhistoryTRandidentifiedasthePTR,andwhichisconsumablebyHaplogic.ThiswouldenrichedwithotherinfofromGRD.

3.1ReferenceID:PTRMaintenance

Updates

PTRMaintenanceUpdates

PTRMaintenanceUpdates

Event1

Event1.1,1.2,...*

HistoricalTR

(Leg

acy)

HistoricalTestResult:PrimaryData

Onetimere-interpretationofLegacyprimarydataintoGLstringsusingaspecificGRDversion,andthensavingthoseGLstringsintoCore

OnetimemigrationofLegacyprimarydataintoCore

HistoricalTestResult:Haploid


Ad Hoc Pt. 2


Legacy

HistoricalTRs-Co

rePTRs-Core

MatchPTR

LegacyPTR

PrimaryData

GLString

Haploid

PrimaryData Haploid

Step1:ETLofSearchTypingvalues

fromRegODStoPTRinCore

Step2a:ReinterpretGLStringsfromPrimarydata

Step2b:Migrationofsequencedata

toCore

Sequenceonly

Step3:PTRCuration

PTR

(GLstring)

(Haploid)

SearchTyping(RegODS)

Genotypelist

Pdtl

Business Architecture

•  Business Architecture domains that spoke to project sponsors and program leaders: – Capabilities –  Information – Products and Services


Capabilities


Supp

ortin

gC

ore

Test Result (TR) Management

TRProcessing

TRPersistence

TRIntake

TRProvisioning

Performance Tracking & Reporting

Source Management

Non-MemberSource

Management

SourceSharing

MemberSourceManagement

Search & Match

Sample Inventory Management

SampleStorage

QCSampleGeneration

SampleIntakeandInspection

ShipmentManagement

Financial Management Medical Services Management

Business Party Management IT System Management

Legal and Regulatory Management

SecurityandPrivacy

Compliance

Order Management

FulfillmentOrder

Management

CustomerOrder

Management

SupplierOrderManagement

FundingProgram

Management

Reference Data Management

RefDataCuration

RefDataIntake

Case Management

SuitabilityManagement

Scheduling

EligibilityManagement

Counseling

ConsentManagement

AutomatedSearchandMatch

Bioinformatics

SearchStrategy

Network Management

Contract/AgreementManagement

TransplantCenter

Management

ApheresisCenter

Management

DonorCenterManagement

LabManagement

RegistryNetwork

Management

ResearchNetwork

Management

StandardsGroup

Participation

Cell Collection Cell Supply Chain Management

Registry Management

DataQualityManagement

Information

Submission

-WhotheSubmissionisfrom-WhytheyaresendingtheSubmission

SampleResult

-SampleID(suppliedbyNMDP)-memberName

TypingTestResult

-memberName-memberName

1

1..*

LabTestOrder


0..11..*Isofteninresponseto>

OrderLineItem


1

1..*

0..*1..*

Isfulfilledby>

1

1..*

TestResultInformation LabTestSupplierOrderInformation

-HMLVersiontheyareusing-UniqueIDSubmitterassigned

Subject

-DonorCenter(ifSubjectisaDonor-CordBloodBank(ifSubjectisaCBU)

SubjectInformation

11..*Isanordertotestasamplefroma>


CustomerOrder


FulfillmentOrder

FulfillmentSteps-memberName

SupplierOrder


0..1

0...*

LabTestSupplierOrder

-OrderLineItems(SOLID)-memberName

0..1

1...*

Characteristics:· ACOisarequestforasource;· ItisinitiatedbyaCustomer(e.g.TC,BioTherapiesClient)· Itservesasa“container”forthe1ormoreFO’sthatareusedtoaccomplisha

CO· ACOisinitiatedwiththeinitialFOforacustomer;itcanhavemanydifferent

outcomesdependingontheresultsofthoseFOs

Characteristics:· AFOisforaspecificthingthataCustomerwantsNMDPtodoforaspecific

source;andinexchangedoingthework,thecustomerwillpayNMDP· ItisinitiatedbyoronbehalfofaCustomer· AFOisoftendoneaspartofalargerCO(ArethereexceptionswhereaFOcan

bedoneoutsideofaCO?)· FO’saredefined“menuitems”thataCustomerselects(e.g.forDonor:CT,HR,

Hold,WU)· EachFOhasadefinedsetofFulfillmentSteps· ThecompletionoftheFulfillmentStepsdeterminethestatusoftheFO.· NMDPcanbepaidforproductsdeliveredandservicesdone(attheFulfillment

Steplevel)

Characteristics:· ASOisinitiatedbyNMDP.· ASOisarequestforasuppliertodosomethingspecificforNMDP;andin

exchangefordoingwhatwasordered,NMDPwillpaythesupplier.

Characteristics:· AtypeofSO· Usedwheni)thesupplierisacontractedlab,andii)what’sbeingorderedis

typingresultsfromasourcesample

Products and Services


Capabilities

delivervalueintheformof

Processes

arecombinedandmadeactionablethrough

Clients

purchase

areexternalfacingdescriptionsof

combinationsof1..*

Products/Services

Developing Artifacts for Scaling Agile Programs

•  Develop point-in-time artifacts •  Describe the business needs •  Define business goal “initiatives” •  Assist in identifying and grooming epics and stories •  Manage an “executive summary” of the program

backlog


Point-In-Time Artifacts


Describe the Business’ Story Ga

teway

Core

SOM

SubmittedHMLMessage

1)Determinewhether

thesubmittedmessageisvalid{StructureVal.}

2)DeterminewhetherallTRspassbasiccontentrules{ContentVal.}

HMLSubmission

4)DeterminewhethertestresultsareforResearchorRegistry

RegistryIntendedUse

Research

6)ExtractTRsubmissionfromRegistryQueueoffilerepository

HLA8)

GenomicValidation

ReporttoDashboard

InvalidTR

16)Discordant/DiscrepancyDeterminationandPTRDetermination.

Flagged

Displayforinternalusertoreview

15)AssociateTRtoSubjectIDandPersistinCore

7)Identifywhatgene

familythetestresultisfor ForeachTR

KIRCCR5

ABO/RhD

9)PassTRinfotoSOM

whenSOLIDispresent

10)LookuptheOrder

LineItemID

OrderLineItemmatched? yes

11)Determineiftheattributesmatch?

12)ReplybacktoCore

andGateway

Replyviaprocessorwhichthenreportstodashboard

no

ReporttoDashboard

14)TestResult

ExceptionHandling

13)TrytofindaSubjectIDtoassociatetoTR

AbletofindTRtoaSubject? yes

no

3.5)DeterminewhetheranyTR

failedSOLIDrelatedschemavalidation.Ifso,postanadvisorymessage

toDashboard

FailedStructureValidation FailedContentValidation

5)SaveTRsubmissiontotheRegistryQueueoffilerepository

UpdateDashboard3)

DeterminewhetherallTRshaveeitheraSOLIDoraCenter

Code

FailedContentValidation

ChangestobemadetoHML:Add· OrderLineItemIDNolongerrequired· CenterCode

Note:ProjectName/TestReasonwillremainasarequiredfieldsothatthatthedeterminationofResearchorRegistrycanbedoneinActivity#2

InfopassedontoSOM· SupplierOrderLineID(SOLID)Infoforreceived-to-orderedcomparison

· SampleID· ReportingCenter· Testdone

InfoforSOMuseonly· Resolutiondone· Methodused· Date&Time(persistedtofilequeue)· FailedResult(y/n)

Infoneeded{forreportingtoDashboard· DocIDGUID

InforeportedtoGatewayifthere’sa“no”foranyofthefollowingquestions:-WasOLIDfound?Ifyes,-DOSIDsmatch?-DoRCsmatch?-DoTestsmatch?

Expectlabtoresubmitmessages.Theywillneedto

dosotogetpaid


Use a Business Initiative Level in the Backlog New

ReadytoEstimate

ReadyforaHigh-LevelSWAG

Estimated

IthasaSWAG

DecomposedintoEpic

Hasasetofepicsthatcovertheinitiative

Hasacomprehensivesetofepicsthatcovertheinitiative

Planned

Epicsareestimated

Done

alloftheworkunderthisinitiativeisdone

New

ReadytoEstimate

GroomedandreadyforaHigh-LevelSWAG

Estimated

IthasaSWAG

DecomposedintoStories

Hasacomprehensivesetofstoriesthatcovertheepic

New

In-Progress

Oneormorestoriesunderepicarebeingactivelyworkedon

Done

alloftheworkunderthisepicisdone

ReadytoEstimate

Groomedandreadytoestimate

Estimated

Ithasanestimate

ReadyforSprint

Readytobeallocatedtoasprint

In-Progress

Storyisbeingactivelyworkedon

Done

ReadytoTest

Tested

•  Initiative –  Epic

•  Story •  Story

–  Epic •  Story

•  Initiative


Assist in identifying and grooming backlog

•  Contribute to and Edit backlog content –  Rationale –  Acceptance Criteria –  Description

•  Initiatives and Epics


Manage an “Executive Summary” of Backlog

Organize backlog: •  Immediacy •  Releases •  Teams •  Components


Give. Join. Volunteer. Participate.


business analysis support of large, scaled-agile … · business analysis support of large,...

Documents