Scaling agile effectively in business
systems through roadmap and budget
planning
Matt Cheung
Clarasys Limited 2014 Registered in England and Wales. No. 07311129
Outcomes
2
RegionalCo: Global releases every 3 months GlobalCo: Global releases every 7 weeks.
RegionalCo: Back to square oneGlobalCo: Business objectives and benefits achieved.
Company: $1.4 bn turnover3, 500 staffProject:1200 business users15 countries
RegionalCo locationsRegionalCo - company decision making
3
Global Co - locations
Company: $14 bn turnover53, 000 staffProject:4000 business users42 countries
Global Co - company decision making
4
RegionalCo - history and architecture
5
• Country specific architecture developed through acquisition• Sunk cost of £12m• Yearly budget of £8m• 6 standard systems plus • 10 slightly different instances • of a invoicing system
Corporate Business Systems
Peregrine
Oracle Fusion Middleware
GAARD
GPDMSSiebel
Key :
Product Fulfilment
Product
Business Process Orchestration
Business Reporting &
Analytics
Reuters Customers
Local Admin
Systems
Permissions
Calculator
RDS
Calculator
CCRM
Reporting **
Permission
Host
BI
X-Domain
Reporting
Application
Configuration
Field B2B APIContact
Centre
Billing
Product
CCRM Sub-Domain – implemented by CRM 6
Non CCRM Domain
Master CRM Logical Component
Customer
Portal
CEP API
SSO
Authentication
(Trust Manager)
Credentials
Core Suite
Slave CRM Logical Component
Customer Master
Account
Prospect
User/ContactProduct Master
Product
Pricing Admin
Product
Catalog
Admin
Sales
Campaign
Agreement
pricing
Quote
Opportunity
Service
Service & SR
Training
Product Master
Product
Pricing Admin
Product
Catalog
Admin
Order Management
Order
Product Master
Order Management
Declarations
(eDTK)
Asset
Biling
Price
Calculator
Invoice
Lifecycle
Tax
Invoice
Production
Process and control (shared over all systems)
Error
Handling
Document
Manager
Bus. Activity
& Workflow
Employee
Admin
Ref Data
AdminAudit
Orchestration Messaging
Asset
Cross
reference
BI
RGA discount
calculation
PDD/CDD Product Master
Permissions
definition
Supply Chain Mgmt
Supply Chain
Mgmt
PS
G F
ield
Ag
en
ts
Co
mm
s A
ge
nt
(BT
)
Re
ute
rs D
ata
Ce
ntre
DM
Re
mo
te S
oftw
are
Insta
ll
Collections & AR
Payment
Mgmt
Receivables
Mgmt
Finance Mgmt
Agreements
Analytics
ISIS and xBridge systems provide functionality
similar to that provided by Core Suite and
Peregrine *
Technical Fulfilment
Billing CCRM Sub-Domain – not implemented by CRM 6
Routing
Technical
Asset
Technical
Order
User/Contact
Technical
Product
Catalog
Admin
Account
Welcome
Activity
Master CRM 6.2 Logical Component Implementing Functional (includes
integration) Changes.
Slave CRM 6.2 Logical Component Implementing Functional (includes
integration) Changes.
Notes:
* Asset changes to accommodate Bridge and ISIS is not currently forecasted but could be open to change
based upon business needs.
** CCRM reporting changes required as a result of consequential changes.
Product
Pricing AdminOrder
Order (RAE)
Knova
Problem
Resolution
GlobalCo - history and architecture
• Architecture developed through acquisition
• Sunk cost of £100m • Delivered within budget of £40m• 11 standardised systems plus • 42 slightly different instances of a
mainframe system
Customers
6
So?
7
8
9
0
500000
1000000
1500000
2000000
2500000
3000000
01 July 2008 01 August2008
01 September2008
01 October2008
01 November2008
01 December2008
01 January2009
01 February2009
01 March2009
01 April 2009 01 May 2009
Invoice line items
Colours represent countries
10
bus routes = business areas
stops = releases
commuters = business users
11
Business case
Business scenarios
Business processes
Backlog of business user stories
Delivery user stories
Development and test
Deployment activities
Sprint planning meeting
Daily cycle
Product increment
Sprint review
Sprint retrospective
Update product backlog
Sunshine path
Idea Generation Discovery Definition
Inception Initiation Commitment
Delivery
Launch
Deploy
12
Example
13
Order phone line
No house visit
requiredEnd
Engineer visits
exchange
Service enabled
House visit required
Engineer visits
house
Team distribution & vendor responsibilities
Three key locations/countriesTime difference +2c. 70 staffThree vendors, 20+ contractors
45
205
Independent managementNo accountability with vendors for individual phases/technologies
14
Team distribution & vendor responsibilities
Seven key locations across 5 countriesTime difference +/- 7hrsc. 250 staffFive vendors, 20 contractors
75
65
1005
5
Independent managementEach vendor accountable for a technology or a phase
15
Progress reporting
16
Status Development System test
Not started 6% 20%
In progress 13% 35%
Done 78% 38%
Out of scope 3% 6%
Sprint burndown
Status Sprint 1 Sprint 2
New 10 0Analysis required 89 250
Ready for review 50 0
Ready 100 0Out of scope 25 0
Conclusion
Three critical success factors
• Roadmap & incremental deployment
• Sunshine path and process map – story
relationship
• Governance structure and team
accountabilities
17
Questions?
18
