business architecture support of large, scaled …...delivering cures for blood cancers for people...
Post on 25-Dec-2019
2 Views
Preview:
TRANSCRIPT
Business Architecture Support of
Large, Scaled-Agile Programs:
A Case Study
Operated by the National Marrow Donor Program® 1
Saving lives . . .
2Operated by the National Marrow Donor Program®
Be The Match’s Mission:
“We Save Lives Through
Cellular Therapy”
3Operated by the National Marrow Donor Program®
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.
4Operated by the National Marrow Donor Program®
Jade, cord blood transplant recipient
Science and Research
5Operated by the National Marrow Donor Program®
Patient Assistance
6Operated by the National Marrow Donor Program®
Facilitate Transplants
7Operated by the National Marrow Donor Program®
8Operated by the National Marrow Donor Program®
9Operated by the National Marrow Donor Program®
Donor Recruitment
10Operated by the National Marrow Donor Program®
Registry Platform Program
• Replace legacy technology
• Architect as a platform
• Reengineer data and business processes
• Develop new tools
• Improve capabilities
11Operated by the National Marrow Donor Program®
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
13Operated by the National Marrow Donor Program®
Program Structure
• Program
– 3 years, Large Scope
– One Program Manager
– Two Business Sponsors
– Steering Committee
• Included most of the C Level executives
14Operated by the National Marrow Donor Program®
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
15Operated by the National Marrow Donor Program®
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
16Operated by the National Marrow Donor Program®
Challenges
• Multiple Scrum teams
– Some teams offshore
• Multiple Products
– Needing to work together as a value chain
• Complex domain
– Data
17Operated by the National Marrow Donor Program®
What the Program Needed
• Context – How things fit together within value chain
• Abstraction– Strip away information to facilitate communication
• Insights
– Actionable
18Operated by the National Marrow Donor Program®
Existing Business Architecture Knowledgebase
• None– Knowledge was there, but not in anything like a
centralized, managed Biz Arch repository
• Wasn’t Ask For– Strip away information to facilitate communication
• This is Common and Normal– BA to meet a specific need vs. formalized, devoted effort
19Operated by the National Marrow Donor Program®
Models
• Modeling techniques that provide context
for user stories and epics
– BPMN
– Data Flow
– Use Case
– Ad-Hoc
20Operated by the National Marrow Donor Program®
Useful?
21Operated by the National Marrow Donor Program®
Las t update: 10 /9/2017 8:50 :38 AM page 1of 1C:\Us ers\d lars on2\Doc um ents\Phoenix\Phoenix Bus ines s Proc es s L2 M odel Cord 2 Selec t v1.7.v s dx
Cu
sto
me
r(T
rans
pla
nt C
ente
r)
DC
BM
S
(Do
nor
Co
nta
ct
Tea
m)
Re
gis
try D
ata
Qu
alit
yS
earc
h S
tra
teg
yC
ord
Blo
od
Ban
kLa
bC
ase
Ma
na
gem
en
tM
edic
al S
erv
ice
sFi
na
nce
Update
CBU Information
Create ISL“Haplogic ”
Regis ter Patient
Create
Cus tomer Orderfor Search
Create
Patient Case
New
Case?
View Integrated &
Filtered Search Lis ts
NeedTes ting?
ToQual i fy
To
El ig ib i l i ty
Yes
Pay
Supplier / Provider
Invoice
Cus tomer
Validate Patient
aa
ab Create Filtered
Search Lis t( TC Preferences)
ae
No
Apply
“ad hoc” Filters
(cus tom c riteria)
af
Create Fulfillment Order
for Search Strategy
ah
Receive Fulfillment Order
ak
Dis tribute
to Strategis t
Internal or External?
al
Create Search Strategy Advice
(SSA)
In ternal
Analyze HLA
(tool based)
Conduct PeerReview
Create Search Strategy Advice
(SSA )
Receive
Supplier Order
Send Search Strategy Advice
(SSA)
Receive Search
Strategy Advice
(SSA)
Dis tribute to Strategis t
Create Supplier Order
for
Search Strategy
Ex ternal
ao
Release Search Strategy Advice
(SSA)
View Search
Strategy Advice(read only SSA)
Create / Modify
Order Preview Lis t
Proceed with CBU( s)
Yes
No
Reques t Subsequent
Search Strategy
Review(s)
bc
bb
at
ba
bq
As s um ption: This is a po int-
in-tim e s naps hot w/i the patient’s rec ord
Create
PatientClinical Record
Apply
Preferences? Yes
Create Starter Lis t ( Inputs : ISL,
SS Preferences,
TC Preferences,ad hoc Filters)
Analyze HLA
(tool based)
Incorporate
Recommendations
Send Released
Search
Strategy Advice ( SSA)
Receive Released
Search Strategy
Advice (SSA)
as
Create
Purchase Order
bo
Invoice NMDP
Import SSA Recommendations
into
Order Preview Lis t
Receive
Cus tomer Orderfor Search
ac
Send
Unit Report
and/or RACBI
Receive
Supplier Order
As s um ptions:
If d ig i ta l de l iv ery (In ternational), arti fac t is added to CDR.
If paper de l iv ery, doc um ent m gm t owns proc es s arti fac t and is added to CDR
Validate
Unit Report and /or RACBI
bl
Uni t Reportand/or
RACBI
Av ai lab le
SendUnit Report
and/ or
RACBI
Unit Rpt and/ or
RACBI
Available?
ViewUnit Report and/
or RACBI
Create
Customer Orderfor
Unit Report and /or
RACBI
Yes
No
bk
an
bg
CreatePatient Case Plan
& Workflow
Update/Adjus t
Patient Case
Selec t CBU( s) for
Cus tomer Order(Source Service)
Val idation bas ed on form at
From
Regis ter
Process model includes:
1) Register patient2) Create ISL
3) Create SSA 4) Create OPL
5) TC adding NMDP Registry CBUs on ISL to OPL6) TC adding NMDP Registry CBUs not on ISL to OPL (TC Co-op search) 7) TC adding NMDP Registry CBUs not on ISL to OPL (BMDW list )
8) Patient directed transplant case orders
Process model excludes:
1) Dynamic new CBU matches to active patient searches 2) TC adding Non-NMDP Registry CBUs to OPL
3) CBU selection and internal order for typing/testing4) Customer order cancellation5) Domestic CBB providing Unit Report and/or RACBI
6) Validation requirements change control7) ISL and SSA archival
au
Receive
RFI
SendRFI
for CBU Update
Transformation includes:
1) Automated ISL2) Automated Starter List (Auto SSA)
3) Automated work load balancing twice within process 4) Closed loop payments with supplier invoices
CreatePurchase
Requis ition
Receive
Purchase Requis ition
Reconc ile
Invoices
HLA c ons ul tants work in m any s ettings inc lud ing labs and hom e offic e.
Phoenix Initiative – IDEAL Future State Business Process Level 2 Model 2: Search and Confirm Availability (Select ) – Cord Blood
bp
Create
Sales
Order
ad
No
n-N
MD
P
Re
gis
trie
s
Re
crui
tme
nt
Ce
nte
r
Co
llec
tion
Cen
ter
Aph
ere
sis
Ce
nte
rC
lini
cL
ab
Se
rvic
esR
epo
sito
ry
Se
rvic
es
ApplySupplier Order
Bus . Rules
bd
Rec ip ient
Evaluate
Results &
Responses
Update CBU
Clinical Status
Send
Clinical Status
or Alert
Updated Cl in ic a l Status or
Cl in ic a l Alert (e .g . IDM )
ReceiveClinical Status
bj
Uni t Report
and/orRACBI
Av ai lab le
ar
CBU
Clinical
Record Exis t?
Create CBU Clinical Record
No
Yes
br
Update/Fulfill
Service Order( s)
Update/Fulfill Cus tomer Order( s)
Receive
Fulfillment Order
CreateSupplier Order
for
Unit Report and/ or RACBI
am
ax
Receive
Cus tomer Order
for Search Strategy
Receive
Cus tomer Order
for Search
Create
Cus tomer Orderfor Search Strategy
ag
bf
Update
Source Regis try
ay
bs
Review/Track
Cus tomer Order Progress
CreateFulfillment Order
for Unit Report and/ or
RACBI
ReceiveCustomer Order
for
Unit Report and/or RACBI
be
Receive
Clinical Status
bt
az
Ass ign
Staff
Confirm
CBU Information
Confirm
Information
ap aq
Re
gis
try
Do
nor
Monitor
Orders
DC
BM
S(O
the
r)
bv
Receive
Unit Report and/
or RACBI
CreateCustomer Order
for
Unit Report and/or RACBI
Unit Rptand/or
RACBI
Needed
bh
ReceiveUnit Report
and/ or
RACBI
Receive
Supplier Order
Write
Clinical Order
CBU
Clinical
RecordExis t?
Create CBU Clinical
Record
No
Yes
Monitor
Orders
Create
Supplier
Order for Clinical Order
Receive
Clinical
Order
av
aw
Receive
Clinical Status
bn
Las t message serial number used: bw
ai
a j
bwBi l lab le
No
TC SSA
Preferenc e
TC SSAPreferenc e
Ex ternal Strateg is t
Update Patient
Case Plan & Workflow
Update CBU Sub -Case
Plan( s) & Workflows
Update Patient
Case Plan & Workflow
Update CBU Sub -Case
Plan( s) & Workflows
Update Patient
Case Plan & Workflow
Update CBU Sub -Case
Plan( s) & Workflows
Create CBU Case
Plan & Sub-cases
Inc ludes heal th h is tory
MonitorCase
Proceed with CBU(s)
Flow Legend
Phy s ic a l Pac k age Shipm ent
M es s age flow between bus ines s uni ts
Ac tiv i ty flow / order o f ex ec ution
Condi tional ac tiv i ty flow
Condi tional m es s age flow
M es s age flow, not i l lus tra ting s equenc e
M es s age flow between bus ines s uni ts,
not i l lus tra ting s equenc e
Add/RemoveCBU
Create
RFIfor
CBU Information
Proc es s Owner:Repos itory & Laboratory
Services
Case Mgmt& Operations
Services
Donor / Cord Blood
Mgmt Svcs
Finance CustomerMedical Services
National Marrow Donor Program Business Units
PartnerNOTE: Yellow highlighted areas are a suggested “ideal” future state with no
conditions/criteria related to minimum need, frequency, cost, schedule, or complexity. The current process(es) may be within the noted swim lane, others or
a combination of thereof –Validation with said area(s) is required to understand current process steps and area ownership impact before ANY solutioning against
future state area(s) begin. Yellow w/Red Letters speculate significant restructure.
Last Model Update – 02/25/2014
BPMN: the go-to process model
Scre
enin
g an
d C
on
sen
t
DC
00
1 W
ork
up
Sp
ecia
list
Do
no
r
Cas
e M
anag
er
Clie
nt
Pro
cess
Sp
ecia
list
WU
Lia
iso
n
Fin
ance
Order from Case Management
2.1Call Donor to
determine identified RCDAD risks and get
agreement to proceed
2.2Schedule info
session. Request a Information Packet
be sent to Donor
HHSQ
Phone call
Information Packet
2.4Call Donor to
conduct information session
Phone call
No Identified Risk,Suitable,
and Willing
Eligible, Willing,
and Suitable
Ineligible,or Not Suitable,
or Willing
Signed Consent Formand HHSQ
2.5Enter information
into system. Submit HHSQ and consent
for review
2.7Update status.
Call and send follow up email to donor regarding
participation status
2.8Verify release and
inform client of Donor release
Donor release
Identified Risk, or Not Suitable,
or Unwilling
2.6Review HHSQ and
consent. Send final Gate review docs
back to WU Specialist
HHSQ and docs
Final Gate review docs
EligibilityEmail
2.3Prepare and send
Information Packet to Donor
FinanceTrigger
FinanceTrigger
22Operated by the National Marrow Donor Program®
Data Flow Diagram: awesome context conveyor
23Operated by the National Marrow Donor Program®
STAR CrisLink
Donor
DIY Application
(web)
Application
Demographics
Key in Application
Application
Demographics
Recruiter
Receive, inspect and store swab
Swabs
Sample storage info
Sample storage info
Send Sample Info to STAR
Sample storage info
Finance System
Key in drive info
Drive Results
Drive info
Create typing
requests
Queue
Typing Request
Use Case Analysis: perspective
24Operated by the National Marrow Donor Program®
Registry/Data Quality
Lab Services
Biorepository
Finance
UC1:Receive and Process
Donor Recruitment Samples
UC2:Analyze Queue and Plan
Lab Shipments
UC3:Submit Lab Test
Batch Order
UC4:Assemble and Send
Shipments
UC5:Manage Supply of QC
SamplesUC6:
Conduct Tests and Send Results
UC8:Evaluate
Test Results
UC7:Receive
Test Results
UC9:Update Registry
UC10:Track Order Fulfillmentand Lab Performance
UC11:Pay Labs
Donor Management
External Labs
Ad Hoc Diagrams: just add value, baby
Program Defines, Delivers, and Pays
For It
Program Defines and Pays For It; Other Teams Deliver
Program Defines; Other Teams Deliver and Pay For It
B2B
Finances
Crislink
Haplogic
Case
Traxis
CordSourceStarLink Web
CIBMTRBioinformatics
Unite
PTRMatch PTR
(not in CORE?)(no UI display neeeded)
Legacy PTR(no UI display needed)
Historical Test Result: Primary Data
A
Historical Test Result: GL String
BHistorical Test Result:
Haploid
C
His
tori
cal T
R
(CO
RE)
P
TR F
orm
att
ing
12
3
1.1 GL String: up-to-date version of the GL string that was persisted in TR history TR and identified as the PTR.
1.2 Genomic List: up-to-date genomic list (table view) version of the GL string that was persisted in TR history TR and identified as the PTR.
1.3 Haploid: up-to-date MAC haploid translation of the GL string that was persisted in TR history TR and identified as the PTR.
2.1 Genomic List: up-to-date, (fully decomposed to the allele level and utilizing short names), genomic list (table view) version of the GL string that was persisted in TR history TR and identified as the PTR, and which is consumable by Haplogic. This would enriched with other info from GRD.
3.1 Reference ID: PTR Maintenance
Updates
PTR Maintenance Updates
PTR Maintenance Updates
Event 1
Event 1.1, 1.2, . . . *
His
tori
cal T
R
(Leg
acy
)
Historical Test Result: Primary Data
One time re-interpretation of Legacy primary data into GL strings using a specific GRD version, and then saving those GL strings into Core
One time migration of Legacy primary data into Core
Historical Test Result: Haploid
25Operated by the National Marrow Donor Program®
Ad Hoc Pt. 2
26Operated by the National Marrow Donor Program®
Legacy
His
tori
cal T
Rs
- C
ore
PTR
s - Co
re
Match PTR
Legacy PTR
Primary Data
GL String
Haploid
Primary Data
Haploid
Step 1:ETL of Search Typing values
from RegODS to PTR in Core
Step 2a:Reinterpret GL
Strings from Primary data
Step 2b:Migration of
sequence data to Core
Sequence only
Step 3:PTR Curation
PTR
(GL string)
(Haploid)
Search Typing
(RegODS)
Genotype list
Pdtl
Business Architecture
• Business Architecture domains that spoke
to project sponsors and program leaders:
– Capabilities
– Information
– Products and Services
27Operated by the National Marrow Donor Program®
Capabilities
28Operated by the National Marrow Donor Program®
Su
pp
ort
ing
Co
re
Test Result (TR) Management
TR Processing
TR Persistence
TR Intake
TR Provisioning
Performance Tracking & Reporting
Source Management
Non-Member Source
Management
Source Sharing
Member Source Management
Search & Match
Sample Inventory Management
Sample Storage
QC Sample Generation
Sample Intake and Inspection
Shipment Management
Financial Management Medical Services Management
Business Party Management IT System Management
Legal and Regulatory Management
Security and Privacy
Compliance
Order Management
Fulfillment Order
Management
Customer Order
Management
Supplier Order Management
Funding Program
Management
Reference Data Management
Ref DataCuration
Ref DataIntake
Case Management
Suitability Management
Scheduling
Eligibility Management
Counseling
Consent Management
Automated Search and
MatchBioinformatics
Search Strategy
Network Management
Contract / Agreement
Management
Transplant Center
Management
Apheresis Center
Management
Donor Center Management
LabManagement
Registry Network
Management
Research Network
Management
Standards Group
Participation
Cell Collection Cell Supply Chain Management
Registry Management
Data Quality Management
Information
Submission
-Who the Submission is from
-Why they are sending the Submission
Sample Result
-Sample ID (supplied by NMDP)
-memberName
Typing Test Result
-memberName
-memberName
1
1 . . *
Lab Test Order
-memberName
-memberName
0 . . 11. . *Is often in response to >
Order Line Item
-memberName
-memberName
1
1 . . *
0 . . *1 . . *
Is fulfilled by >
1
1 . . *
Test Result Information Lab Test Supplier Order
Information
-HML Version they are using
-Unique ID Submitter assigned
Subject
-Donor Center (if Subject is a Donor
-Cord Blood Bank (if Subject is a CBU)
Subject Information
11. . *
Is an order to test a sample from a >
29Operated by the National Marrow Donor Program®
Customer Order
-memberName
-memberName
Fulfillment Order
Fulfillment Steps
-memberName
Supplier Order
-memberName
-memberName
0..1
0...*
Lab Test Supplier Order
-Order Line Items (SOLID)
-memberName
0..1
1...*
Characteristics:· A CO is a request for a source; · It is initiated by a Customer (e.g. TC, BioTherapies Client)· It serves as a “container” for the 1 or more FO’s that are used to accomplish a
CO· A CO is initiated with the initial FO for a customer; it can have many different
outcomes depending on the results of those FOs
Characteristics:· A FO is for a specific thing that a Customer wants NMDP to do for a specific
source; and in exchange doing the work, the customer will pay NMDP· It is initiated by or on behalf of a Customer · A FO is often done as part of a larger CO (Are there exceptions where a FO can
be done outside of a CO?)· FO’s are defined “menu items” that a Customer selects (e.g. for Donor: CT, HR,
Hold, WU) · Each FO has a defined set of Fulfillment Steps· The completion of the Fulfillment Steps determine the status of the FO.· NMDP can be paid for products delivered and services done (at the Fulfillment
Step level)
Characteristics:· A SO is initiated by NMDP. · A SO is a request for a supplier to do something specific for NMDP; and in
exchange for doing what was ordered, NMDP will pay the supplier.
Characteristics:· A type of SO · Used when i) the supplier is a contracted lab, and ii) what’s being ordered is
typing results from a source sample
Products and Services
30Operated by the National Marrow Donor Program®
Capabilities
deliver value in the form of
Processes
are combined and made actionable through
Clients
purchase
are external facing descriptions of
combinations of 1..*
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 backlog
• Start a “Discovery Club”
31Operated by the National Marrow Donor Program®
Point-In-Time Artifacts
32Operated by the National Marrow Donor Program®
Describe the Business’ Story
Gat
eway
Co
reSO
M
Submitted HML Message
1)Determine whether
the submitted message is valid{Structure Val.}
2)Determine whether
all TRs pass basic content rules {Content Val.}
HML Submission
4)Determine whether test results are for
Research or Registry
RegistryIntended
Use
Research
6)Extract TR submission from Registry Queue
of file repository
HLA8)
Genomic Validation
Report to Dashboard
Invalid TR
16)Discordant/Discrepancy
Determination and PTR Determination.
Flagged
Display for internal user to review
15) Associate TR to Subject ID and Persist in Core
7) Identify what gene
family the test result is for For each TR
KIRCCR5
ABO/RhD
9) Pass TR info to SOM
when SOLID is present
10) Look up the Order
Line Item ID
Order Line Item matched?
yes11)
Determine if the attributes match?
12) Reply back to Core
and Gateway
Reply via processor which then reports to dashboard
no
Report to Dashboard
14) Test Result
Exception Handling
13) Try to find a Subject ID to associate to TR
Able to find TR to a Subject? yes
no
3.5) Determine whether any TR
failed SOLID related schema validation. If so, post an advisory message
to Dashboard
Failed Structure Validation Failed Content Validation
5)Save TR submission
to the Registry Queue of file
repository
Update Dashboard3)
Determine whether all TRs have either a
SOLID or a Center Code
Failed Content Validation
Changes to be made to HML:Add· Order Line Item IDNo longer required · Center Code
Note: Project Name / Test Reason will remain as a required field so that that the determination of
Research or Registry can be done in Activity #2
Info passed on to SOM· Supplier Order Line ID (SOLID)Info for received-to-ordered comparison
· Sample ID· Reporting Center · Test done
Info for SOM use only· Resolution done· Method used · Date & Time (persisted to file queue)· Failed Result (y/n)
Info needed {for reporting to Dashboard
· Doc ID GUID
Info reported to Gateway if there’s a “no” for any of the following questions:- Was OLID found? If yes, - DO SIDs match? - Do RCs match? - Do Tests match?
Expect lab to resubmit messages. They will need to
do so to get paid
33Operated by the National Marrow Donor Program®
Use a Business Initiative Level in the Backlog
New
Ready to Estimate
Ready for a High-Level SWAG
Estimated
It has a SWAG
Decomposed into Epic
Has a set of epics that cover the initiative
Has a comprehensive set of epics that cover the initiative
Planned
Epics are estimated
Done
all of the work under this initiative is done
New
Ready to Estimate
Groomed and ready for a High-Level SWAG
Estimated
It has a SWAG
Decomposed into Stories
Has a comprehensive set of stories that cover the epic
New
In-Progress
One or more stories under epic are being actively worked on
Done
all of the work under this epic is done
Ready to Estimate
Groomed and ready to estimate
Estimated
It has an estimate
Ready for Sprint
Ready to be allocated to a sprint
In-Progress
Story is being actively worked on
Done
Ready to Test
Tested
• Capability
– Epic
• Story
• Story
– Epic
• Story
• Capability
34Operated by the National Marrow Donor Program®
Assist in identifying and grooming backlog
• Contribute to and Edit
backlog content
– Rationale
– Acceptance Criteria
– Description
• Initiatives and Epics
35Operated by the National Marrow Donor Program®
Manage an “Executive Summary” of Backlog
Organize backlog:
• Immediacy
• Releases
• Teams
• Components
36Operated by the National Marrow Donor Program®
Questions?
37Operated by the National Marrow Donor Program®
Give. Join. Volunteer. Participate.
38Operated by the National Marrow Donor Program®
Be The MatchGive, Join, Volunteer, Participate at:
https://bethematch.org/support-the-cause/donate-bone-marrow/join-the-marrow-registry/
Dean LarsonLink in with me at:
https://www.linkedin.com/in/deanlarson/
Operated by the National Marrow Donor Program® 39
top related