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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
Seven Agile Methods that Help Deliver Visualizations Agilely (and without resorting to being AdHoc!)
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
PresenterShane Gibson, AgileBI Coach,
Shane has worked in the Business Intelligence and Analytics domain for over 20 years.
He worked for over 10 years in principal presales roles for both SAS and Oracle. In 2008 he founded OptimalBI, currently a 20 person Business Intelligence consultancy based in Wellington, New Zealand.
Shane's focus for the last 4 years has been coaching New Zealand teams on how to deliver BI and Analytics using an AgileBI approach. He started sharing his experience using this approach in 2016 on the AgileBI.Guru website.
@Shagility
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I HAVE A DREAM
3 WEEKS
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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FUN FACT #1New Zealand has one of the highest smart meter adoption rates in the world.
FUN FACT #2New Zealand had the first commercial SAS customer outside the USA.
FUN FACT #3Kiwifruit used to be called Chinese Gooseberries.
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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QUESTION #1Who has done Agile delivery?
QUESTION #2Who has delivered data, analytics or
content using Agile Delivery?
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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AGILE IS NOT ADHOC
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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SILVER BULLETUNDISCIPLINED
NO DOCUMENTATION
REQUIRES A LOT OF REWORK DOESN'T SCALE
ADHOCANTI-PLANNING
NO SUSTAINABLE ARCHITECTURE
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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MINIMUM VIABLE PRODUCTjust enough features to satisfy early customers, and to
provide feedback for future development
FUNCTIONAL
RELIABLE
USABLE
DELIGHTFUL
Not this
This
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
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#SASGF
http://i.dailymail.co.uk/i/pix/2012/08/11/article-2187115-1480AB74000005DC-661_964x760.jpg
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2
1
Information Products
Data Requirements
Agile Data Models
4
Wireframes
5
BehaviourDriven Development
3
6
7
!
ProductionReady
IterativeDelivery
T Skills
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INFORMATION PRODUCTS1
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#SASGF
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Information Products describe:
The business questions that will be answered by using the content;2
The business outcome or benefit that will be achieved by using the Information Product;1
The audience (persona’s) that will use it;4
3 The data-driven business processes that are required by the users;
5 The visualizations that might be delivered;
6 The interactions and features the users will require.
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Description
Brief overview of this Information Product.
Provide visibility of the financial health of the organization to the Senior Leadership Team on a daily basis and at a glance
Outcomes
List of expected business outcomes which will be achieved using this Information Product.
• Monitoring the financial health of the organization in a more efficient way, reducing costs
• Improve throughput by reallocating resources in a more effective way, reducing costs
• Producing customer statements in a more efficient way, reducing cost• Increasing revenue by targeting specific customer• Forecasting revenue to enable cashflow to be better managed, reducing cost• Identifying fraudulent transactions to reduce organizational brand risk
Business Questions
List of business questions which can be answered using this Information Product.
• How much cash will the organization have in the bank at the end of today?• What is the total value of the invoices overdue?• How many invoices are overdue?
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
BEF
OR
E D
ELIV
ERY
DU
RIN
GD
ELIV
ERY
Gather
Size
Prioritize
Requirements
Design
As-Built
Estimation
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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DATA REQUIREMENTS2
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
DATADRIVEN
REPORT or MODELDRIVEN
BUSINESS PROCESSDRIVEN
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
BUSINESS
EVENT
ANALYSIS and
MODELLING
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
DATAMODELLING
BRAINSTORMING
MODELSTORMING
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
WHO
WHAT
WHEN
WHERE
HOW MANY
WHY
HOW
CUSTOMER ORDERS PRODUCT
Customer orders an ice cream at a store from an employee using a promotion code at 1pm on Friday 23rd Feb 2018 for $4.50
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGFBEAM TABLE
TIMELINE
HIERARCHY CHART
EVENT MATRIX
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
who
whenhow many
whatwhy
when where
where
How does this quarter’s sales of
ice cream products that we promoted to
customers in the north compare with
last year’s by store ?
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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AGILE DATA MODELS3
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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The Data Vault is a detail oriented, historical tracking and uniquely linked set of normalized tables that support one or more functional areas of business. It is a hybrid approach encompassing the best of breed between 3rd normal form (3NF) and star schema.
https://danlinstedt.com/solutions-2/data-vault-basics/
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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Flexible, scalable and adaptable way to structure your data
Consistent metadata pattern allowing for quicker implementation
Allows for iterative development
Provides a historical view of the data
Easily adapts to changes within an evolving organization or systems
Links records relationships between core business concepts
2
1
3
Hubs represent core business concepts
Satellites stores all the attributes for a core business concept.
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#SASGF
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
ITERATION
ITERATION
ITERATION
ITERATION
ITERATION
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
#SASGF
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SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. ® indicates USA registration. Other brand and product names are trademarks of their respective companies.
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WIREFRAMES4
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#SASGF
Title
Commentary050
100150200
01
-20
15
02
-20
15
03
-20
15
04
-20
15
05
-20
15
06
-20
15
07
-20
15
08
-20
15
09
-20
15
10
-20
15
11
-20
15
12
-20
15
Measure
Data Certification
Year Region Product Channel
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#SASGF
Title
Commentary0
200
Measure
Data Certification
Year Region Product Channel
Confirm functional requirements (i.e. Filters)
Identify desired interactions (i.e. drill down vs drill through)
Identify missed data items
Influence design layout
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#SASGF
BEHAVIORDRIVEN DEVELOPMENT
5
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Test Driven Development (TDD)Ensure things are built correctly
Acceptance Test Driven Development (ATDD)Ensure expectations are met
Behavior Driven Development (BDD)Ensure the correct things are built
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Test Driven Development (TDD)Write a unit test > write code > code fails test > change code > code passes test > refactor code
Acceptance Test Driven Development (ATDD)Define user story acceptance criteria
Behavior Driven Development (BDD)Defining a business rule by way of examples
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Acceptance TestUser story
As a Financial ControllerI want a dashboard with key Revenue KPI’sSo that I can monitor the financial health of the organisation
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#SASGF
Behavior TestBusiness Rules
DECISION TABLES&
GHERKIN SCRIPTS
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#SASGFBusiness Rule Name: Late Delivery
Core Business Event: Supplier Delivers Product
Rule is triggered by: Delivery in Inventory System
Delivery ID Planned Delivery Date Lodgement Date Planned to Delivered Date Interval Result Business Context Questions?
Delivery Reference Number Date of planned delivery Date of deliveryDays between Planned and Delivered
datesIs a late delivery
10008769 1/01/17 3/01/17 2 N
10005678 1/01/17 8/01/17 7 N
10009231 1/01/17 27/12/16 (5) N
10009231 1/01/17 9/01/17 8 Y Time interval greater than 7 Days
10008234 1/01/17 31/01/17 30 Y Time interval greater than 7 Days
Late Delivery Decision Table
Gherkin Field Description Field TypePossible
ValuesSpecified Value
Source and value in format
System.tablename.fieldname
Result and Destination in Datavault
in format
System.tablename.fieldname
Notes
Given a delivery in inventory system Input Parameter n/a n/a Invent.Delivery.DeliveryID
And the Delivery Date is greater than 7
calendar days from the Planned Delivery
Date
Calculated Item {any valid date} [Delivery Date] - [Planned Date] > 7
(Invent.Delivery.DeliveryDate -
Invent.Delivery.PlannedDeliveryDate) >
7
The delivery is a late delivery Late Delivery Flag Result (output)Y
NY bv.sat_Delivery.late_delivery_flag
Rule 1 - Late Delivery
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#SASGFBusiness Rule Name: Business Customer
Core Business Event: Customer applies for Account
Rule is triggered by: New Customer in CRM System
Party Party Instance Account Type Account Type Result Business Context Questions?
Party ID Is Customer is linked to an account account type is corporate is business customer
AB73646 Customer Y Corporate Y is a business customer
AC847373 Customer Y Individual N is a individual
BB43400 Customer Y Charity N is a charity
AV283747 Customer N Corporate N inactive customr
CE920020 Employee N - N is a employee
- - - - N
Business Customer Decision Table
Gherkin Field Description Field TypePossible
ValuesSpecified Value
Source and value in format
System.tablename.fieldname
Result and Destination in
Datavault in format
System.tablename.fieldname
Notes
Given a Party Id Input Parameter n/a n/a CRM.party.partyID
Where they are a Customer Field Filter
Customer
Employee
Supplier
Customer CRM.party.partyType
And the customer is linked to an account Join Filterrecord found [partyID =
acct.custID]CRM.party.partyID = CRM.acct.custID
And the account type is corporate Field Filter
Corporate
Individual
Charity
Corporate CRM.acct.accountType
Then the Party is a Business Customer Result (output)Customer
Business
rv.hub_Customer
rv.sat_Customer.Type
Rule 1 - Business Customer
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#SASGFBusiness Rule Name: Confidential Record Masking
Core Business Event: Customer applies for Account
Rule is triggered by: New Customer in CRM System
Customer Record Confidential Current Customer Result Business Context Questions?
Customer ID Confidential Flag Current Flag Mask Customer Details
AB73646 Y N N do NOT mask customer details
AC847373 N N N do NOT mask customer details
BB43400 Y Y Y mask customer details
CE920020 N Y N do NOT mask customer details
- - - N do NOT mask customer details
Confidential Record Masking Decision Table
Gherkin Field Description Field TypePossible
ValuesSpecified Value
Source and value in format
System.tablename.fieldname
Result and Destination in
Datavault in format
System.tablename.fieldname
Notes
Given a valid Customer Number Input Parameter n/a n/a CRM.cust.custID
And Confidential Flag is Y Field FilterY
NY CRM.cust.cust_conf_flag
And Current Flag is Y Field FilterY
NY CRM.cust.cust_curr_flag
Then display a hash # for the fields Result (output){any valid value}
########Y bv.sat_Customer.******
Rule 1 - Late lodgement for claim
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#SASGF
MULTIPLE ITERATIONS6
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#SASGF
Analysis
Design
Development
Test
Release
Stakeholder Input
Requirements DataModel
ETL Content Value?
Limited Stakeholder Interaction
Validation
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#SASGF
AnalysisData
ModellingBI
PrototypingETL
Value? Value Value! VALUE! VALUE!
Stakeholder Interaction
Validation
ITERATION 1 ITERATION 2 ITERATION 3 ITERATION 4 ITERATION n
AnalyticsBehavior
Test Driven
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#SASGF
KA
NB
AN
SCR
UM
Sprint 1 Sprint 2 Sprint 3
TIMEBOXED
WIP
MA
X =
3
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#SASGF
3 ITERATIONS, 3 WEEKS
Bugs fixedfinal acceptance
week 1 week 2 week 3
Prototype to Validate Requirements
Identify Final Changes
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#SASGF
T SKILLSBALANCE TEAMS
7
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#SASGFhttp://1.bp.blogspot.com/-Q7uxpvt5mpQ/Tl-zHpRZv9I/AAAAAAAABKE/NuJpbjnGZjc/s1600/Lyot-Whtzl.jpg
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#SASGF
Bu
siness Even
t Mo
dellin
g
Arch
itecture
Facilitation
Req
uirem
ents D
iscovery
Data Vau
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Data Pro
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#SASGF
ETL DEVELOPER
Bu
siness Even
t M
od
elling
Arch
itecture
Facilitation
Req
uirem
ents
Disco
very
Data Vau
lt Mo
dellin
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Data Pro
filing an
d A
nalysis
Bu
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Iden
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evelop
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#SASGF
BUSINESS ANALYST
Bu
siness Even
t Mo
dellin
g
Arch
itecture
Facilitation
Req
uirem
ents D
iscovery
Data V
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Mo
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Data P
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#SASGF
TEAM OVERLAY
Bu
siness Even
t M
od
elling
Arch
itecture
Facilitation
Req
uirem
ents
Mo
dellin
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Bu
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Iden
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Viz
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Bu
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Arch
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Facilitation
Req
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ents D
iscovery
Data V
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Mo
dellin
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Data P
rofilin
g an
d A
nalysis
Bu
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entificatio
n
Co
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Develo
pm
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Co
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Viz
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SO!
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#SASGF
Focus on the important things first
Ability to reprioritise
Stop at any timeSolid requirements
Increase in quality
Quicker delivery
Simplified releases
Reduced risk
Improved customer engagement
Reduced rework
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#SASGF
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#SASGF
http://AgileBI.Guru/speak/sasgf2018
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#SASGF#SASGF
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