the disciplined agile enterprise: harmonizing agile and lean

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The Disciplined Agile Enterprise: Harmonizing Agile and Lean Scott W. Ambler Senior Consulting Partner scott [at] scottambler.com @scottwambler © Scott Ambler + Associates

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Page 1: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Scott W. Ambler Senior Consulting Partner

scott [at] scottambler.com

@scottwambler

© Scott Ambler + Associates

Page 2: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Before we begin…

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We’re going to cover a lot of

ground

@scottwambler

Page 4: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

The Surveys

•  Results of survey-based research will be shared throughout this deck

•  Availability: –  Detailed results are available free of charge at Ambysoft.com/

surveys/ –  Includes all questions as asked, source data, and summary slide

decks

•  Types of surveys: –  DDJ: Cross paradigm survey sponsored by Dr Dobb’s Journal –  Ambysoft: Agile-oriented survey sponsored by Ambysoft Inc. –  SA+A: Agile oriented survey sponsored by Scott Ambler + Associates

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The Story I’m About to Tell

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Page 6: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

•  An agile enterprise is able to anticipate and respond swiftly to changes in the marketplace

•  It does this through an organizational culture and structure that facilitates change within the context of the situation that it faces

•  Agile enterprises require a learning mindset in the mainstream business and underlying lean and agile processes to drive innovation

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Agile Enterprise

@scottwambler

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Agile Enterprise

Agile IT

•  An Agile IT organization must be responsive to the needs of the rest of the enterprise while “keeping the lights on”

•  An Agile IT organization does this via three ongoing efforts: –  Plan –  Build –  Run

@scottwambler

Page 8: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

•  Disciplined agile delivery teams produce consumable solutions often and early

•  Agile delivery teams must tailor their approach to address the situation that the find themselves in, particularly when working at scale – Context counts

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Agile Enterprise

Agile IT

Agile Dev

@scottwambler

Page 9: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Let’s explore several important questions….

What does it mean to scale agile? How do you scale agile tactically?

How do you scale agile strategically?

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Page 10: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Scaling Agile

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Page 11: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Tactical vs. Strategic Scaling

Tactical Agility at Scale The application of agile and lean strategies on IT delivery teams. This includes the ability to apply agile on teams of all sizes, on teams that are geographically distributed, on teams facing regulatory compliance, on teams addressing a complex domain (problem space), on teams applying a complex technologies, on teams where outsourcing may be involved, and combinations thereof.

Strategic Agility at Scale The application of agile and lean strategies across your entire organization. From an IT point of view this includes the majority, if not all, of your IT delivery teams as well as a the IT-level teams support activities such as enterprise architecture, operations, support, portfolio management, IT governance, and other topics. From an enterprise point of view this includes all divisions and teams within your organization, not just your IT department.

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Page 12: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Tactical: Agile Scaling Factors

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http://disciplinedagiledelivery.wordpress.com/2013/03/15/sdcf/

Team Size Two Hundreds

Geographic Distribution Co-located Global

Organizational Distribution Single division Outsourcing

Compliance None Life critical

Domain Complexity Straightforward Very complex

Technical Complexity Straightforward Very complex

@scottwambler

Page 13: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

What Scaling Factors Do Software Development Teams Face?

92%

61%

43%

68%

61%

48%

90%

50%

44%

66%

70%

42%

Complex Technology

Complex Domain

Compliance

Organizationally Distributed

Geographically Distributed

Team Size > 10

0% 20% 40% 60% 80% 100%

All Teams Agile Teams

Source: DDJ State of the IT Union 2014 Q2 Survey

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Page 14: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Strategic: The Agile IT Department

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Page 15: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Scaling  Agile  Tac,cally  

Page 16: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Important Observation: Empiricism and Constant Improvement

Are Critical 16 @scottwambler

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Disciplined Agile Delivery (DAD) is a process decision framework The key characteristics of DAD:

–  People-first –  Goal-driven –  Hybrid agile –  Learning-oriented –  Full delivery lifecycle –  Solution focused –  Risk-value lifecycle –  Enterprise aware

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Important Observation: There are Different Lifecycles, One

Process Size Does Not Fit All 18 @scottwambler

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High Level Lifecycle

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There’s more to solution delivery than construction

@scottwambler

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Basic/Agile Lifecycle

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A full Scrum-based agile delivery lifecycle.

@scottwambler

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Exploratory “Lean Startup” Lifecycle

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Sometimes it takes time to identify what your stakeholders actually need

@scottwambler

Page 22: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Lean Lifecycle

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A full lean delivery lifecycle

@scottwambler

Page 23: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Lean Continuous Delivery Lifecycle

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Your evolutionary end goal?

@scottwambler

Page 24: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Important Observation: Every Person, Every Team,

and Every Organization is Unique 24 @scottwambler

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DAD is Goal-Driven, Not Prescriptive

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Strategies to Address Changing Stakeholder Needs

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Formal Change Management

@scottwambler

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Page 28: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

We Can Explore Initial Scope In Different Ways

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Strategies for Funding Teams

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Fixed price/cost

Stage-gate funding

Time and materials (T&M)

Cost Plus

Funding pool

@scottwambler

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Page 32: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Important Observation: Your Team is One of Many Teams

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DAD Teams Are Enterprise Aware

•  DAD teams strive to leverage and enhance the existing organizational eco system wherever possible

•  Implications: –  Work closely with

enterprise groups –  Follow existing

roadmap(s) where appropriate

–  Leverage existing assets –  Enhance existing assets

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Context Counts – Tailoring and Scaling Agile

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Agile

Disciplined Agile

Delivery

Tactical Agility

at Scale

•  Construction focus •  Value driven lifecycle •  Self-organizing teams •  Prescriptive •  Project team aware

•  Delivery focus •  Risk-value driven lifecycle •  Self-organization with appropriate governance •  Goal driven •  Enterprise aware

Disciplined agile delivery with one or more scaling factors: §  Large teams §  Geographically distributed teams §  Compliance §  Domain complexity §  Technical complexity §  Organizational distribution

@scottwambler

Page 35: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Scaling From a Solid Foundation is Easier

•  With a DAD-based approach, scaling becomes straightforward because a handful of process goals take the brunt of the tailoring: –  Explore initial scope –  Identify initial technical strategy –  Move closer to a deployable release –  Coordinate activities

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Page 36: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Tactical Scaling Requires…

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•  A disciplined approach –  Full delivery lifecycle –  Enterprise awareness –  Goal-driven approach

•  A bit more up-front thinking –  Explore the initial scope a bit deeper –  Identify the initial technical strategy in

a bit more detail •  More sophisticated coordination

–  Individuals and interactions •  More sophisticated governance

–  The greater the risk, the greater the need for effective governance

•  More sophisticated validation –  Teams at scale are typically tackling

harder problems •  More sophisticated tooling

@scottwambler

Page 37: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Scaling Agile Strategically

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Page 38: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

The Disciplined Agile framework is now being extended to address the rest of IT

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@scottwambler 39

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@scottwambler 40

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@scottwambler 41

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@scottwambler 42

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@scottwambler 43

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@scottwambler 44

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@scottwambler 45

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@scottwambler 46

Page 47: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Important Observation: There’s A Lot More to Scaling Agile

than a Fancy Poster 47 @scottwambler

Page 48: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

The Story I Told

48 @scottwambler

Page 49: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

•  Disciplined agile delivery teams produce consumable solutions often and early

•  Agile delivery teams must tailor their approach to address the situation that the find themselves in, particularly when working at scale – Context counts

49

Agile Delivery

@scottwambler

Page 50: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

•  An Agile IT organization must be responsive to the needs of the rest of the enterprise while “keeping the lights on”.

•  An Agile IT organization does this via three ongoing efforts: –  Plan –  Build –  Run

50

Agile IT

Agile Delivery

@scottwambler

Page 51: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

•  An agile enterprise is able to anticipate and respond swiftly to changes in the marketplace

•  It does this through an organizational culture and structure that facilitates change within the context of the situation that it faces

•  Agile enterprises require a learning mindset in the mainstream business and underlying lean and agile processes to drive innovation

51

Agile Enterprise

Agile IT

Agile Delivery

@scottwambler

Page 52: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Some thoughts….

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Your organization is unique You need to tailor your approach to reflect the evolving context of the situation that you face One “process size” does not fit all, one organizational strategy does not fit all, nor does one tooling strategy

@scottwambler

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Have a Great Conference! 53

My Parting Thoughts…

@scottwambler

Page 54: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Got Discipline?

54

DisciplinedAgileConsortium.org DisciplinedAgileDelivery.com

ScottAmbler.com

@scottwambler

Page 55: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Thank You! scott [at] scottambler.com

@scottwambler

AgileModeling.com AgileData.org Ambysoft.com

DisciplinedAgileConsortium.org DisciplinedAgileDelivery.com

ScottAmbler.com

Disciplined Agile Delivery Disciplined Agile Delivery

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Page 56: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Would You Like This Presented to Your Organization?

Contact us at ScottAmbler.com

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Page 57: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Scott Ambler + Associates is the thought leader behind the Disciplined Agile Delivery (DAD) framework and its application. We are a boutique IT management consulting firm that advises organizations to be more

effective applying disciplined agile and lean processes within the context of your business.

Our website is ScottAmbler.com

We can help

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Page 58: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Additional Slides

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Page 59: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Shuhari and Disciplined Agile Certification

At the shu stage you are beginning to learn the techniques and philosophies of

disciplined agile development. Your goal is to build a strong foundation from

which to build upon.

At the ha stage you reflect upon and question why disciplined agile strategies work, seeking to understand the range

of strategies available to you and when they are best applied.

At the ri stage you seek to extend and

improve upon disciplined agile techniques, sharing your learnings with

others.

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Page 60: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Scrum

Extreme Programming

Lean Kanban

DAD is a Hybrid Framework

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Unified Process Agile Modeling

Agile Data “Traditional” Outside In Dev.

DevOps …and more

DAD leverages proven strategies from several sources, providing a decision framework to guide your adoption and

tailoring of them in a context-driven manner.

SAFe

@scottwambler

Page 61: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Disciplined Agilists Take a Goal Driven Approach

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Goal Factor Advantages Disadvantages Considerations

* Option Default Option

*

Explore the Initial Scope

Form the

Initial Team

Address Changing

Stakeholder Needs

Source Team size Team structure Team members Geographic distribution Supporting the team Availability

Indicates a preference for the options towards the top

Co-located Partially dispersed Fully dispersed Distributed subteams

@scottwambler

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Governance is Built Into DAD

•  Governance strategies built into DAD: –  Risk-value lifecycle –  Light-weight milestone reviews –  “Standard” opportunities for increased visibility and to steer the team

provided by agile –  Enterprise awareness –  Robust stakeholder definition

@scottwambler

Page 63: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Collaboration Pattern: Enterprise IT Team

•  Individuals are members of both a delivery team and an enterprise team

•  Common examples include: –  Architecture Ownership Team (Enterprise

Architecture) –  Product Ownership Team (Product Management) –  Product Delivery Office (Portfolio Management)

•  The delivery teams determine who will be in the enterprise role for them

•  Potential scheduling challenges for the people in the enterprise roles due to multi-team commitments

•  The leaders of each enterprise team may be a full time position

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Enterprise Team

Delivery Team

@scottwambler

Page 64: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Example: Architecture Ownership (AO) Team

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•  Responsible for developing the architecture/technology roadmap

•  Delivery teams determine who the architecture owner (AO) is, and that person becomes part of the AO team

•  The AO team meets regularly to evolve the roadmap based on the hands-on learnings from the AOs

•  Ecommerce organization: 7 person AO team (of 250 IT people)

•  Software product org: 10 person AO team (of 130 IT people)

@scottwambler

Page 65: The Disciplined Agile Enterprise: Harmonizing Agile and Lean

Collaboration Pattern: Services Team

•  Specialized services teams fulfill requests from delivery teams

•  Common examples of specialized services: –  Infrastructure/network –  Database administration –  Security –  Facilities

•  The specialized services team will often have a service level agreement (SLA) that the work to

•  Potential for the services team to become a bottleneck

•  They may supply specialists on a short term basis to some delivery teams

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Delivery Team

Service Team

Service Request

Service

@scottwambler

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Example: Database Administration (DBA) Team

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•  Responsible for supporting database development and database operation in production

•  The delivery team submits a request, the DBA Team prioritizes it and then fulfills it

•  Ecommerce org: 5 person team (of 250 IT people) •  Software org: 2 person team (of 40 IT people)

@scottwambler