full cycle traceability via a product portfolio kanban

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Lean Software & Systems 2011 Full Cycle Traceability via a Product Portfolio Kanban Stephen Chin, Erik Huddleston, Israel Gat & Walter Bodwell

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For large enterprises, successful Lean-Kanban development teams produce a huge amount of strain on the organization. The fast cycle time and rapid pace of change exposes dysfunctions in surrounding departments and exacerbates the need for traceability of requirements through the entire flow. In this presentation, we will show a practical application of a Product Portfolio Kanban to achieve the following:* Executive visibility into the product development flow* Strategic allocation and botteneck avoidance* Full cycle mapping of delivered functionality back to requirements and revenue targets* Results-based prioritization

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Page 1: Full Cycle Traceability via a Product Portfolio Kanban

Lean Software & Systems 2011

Full Cycle Traceability via a Product Portfolio Kanban Stephen Chin, Erik Huddleston, Israel Gat & Walter Bodwell

Page 2: Full Cycle Traceability via a Product Portfolio Kanban

LSSC 2011 The Presentation Team

¡  Stephen Chin

Chief Agile Methodologist at GXS

¡  Israel Gat

Director, Agile Product & Project Management Practice at Cutter Consortium

¡ Walter Bodwell

CEO at Planigle, LLC

¡  Erik Huddleston

Chief Technology Officer at Dachis Group

@steveonjava @agile_exec

@wbodwell @ehuddleston

Page 3: Full Cycle Traceability via a Product Portfolio Kanban

Development in the Fast Lane

http://commons.wikimedia.org/wiki/File:Shinkansen_tokyo.jpg

Page 4: Full Cycle Traceability via a Product Portfolio Kanban

Development in the Fast Lane

http://commons.wikimedia.org/wiki/File:Shinkansen_tokyo.jpg

¡ Dramatic Productivity Increases

Page 5: Full Cycle Traceability via a Product Portfolio Kanban

Development in the Fast Lane

http://commons.wikimedia.org/wiki/File:Shinkansen_tokyo.jpg

¡ Dramatic Productivity Increases

¡  Engineering Time Reduction

Source: David Joyce; Kanban Results Part 3; Lean and Kanban; November 4 2009

Page 6: Full Cycle Traceability via a Product Portfolio Kanban

Development in the Fast Lane

http://commons.wikimedia.org/wiki/File:Shinkansen_tokyo.jpg

¡ Dramatic Productivity Increases

¡  Engineering Time Reduction

¡  Increased Release Frequency

Source: David Joyce; Kanban Results ; Lean and Kanban; October 24 2009

Page 7: Full Cycle Traceability via a Product Portfolio Kanban

Marketing Caught in a Tornado A new release is out before the Marketing campaign on the previous release has even started.

http://commons.wikimedia.org/wiki/File:F5_tornado_Elie_Manitoba_2007.jpg

Page 8: Full Cycle Traceability via a Product Portfolio Kanban

Product Management is Swept Away Product Management can’t keep up with the deluge of stories being developed by the teams.

Page 9: Full Cycle Traceability via a Product Portfolio Kanban

Support Can’t Support… Customers ask about new features that Support had no idea even existed.

http://www.flickr.com/photos/evilerin/3796279865/

Page 10: Full Cycle Traceability via a Product Portfolio Kanban

Change Manager Meltdown Change managers used to processing 50 changes per month get 900 changes constantly.

Page 11: Full Cycle Traceability via a Product Portfolio Kanban

Professional Services Tremors The software changes faster than a new customer implementation can be completed.

http://commons.wikimedia.org/wiki/File:Chuetsu_earthquake-earthquake_liquefaction1.jpg

Page 12: Full Cycle Traceability via a Product Portfolio Kanban

Unstoppable Prospect Fires Sales has no input into prioritization, so every sales deal becomes a fire drill.

http://www.flickr.com/photos/38449766@N03/3602195819/

Page 13: Full Cycle Traceability via a Product Portfolio Kanban

Product Management

Sales Marketing

Operations

Support Professional

Services

Development

What is wrong with this picture?

Page 14: Full Cycle Traceability via a Product Portfolio Kanban

http://commons.wikimedia.org/wiki/File:Train_wreck_at_Montparnasse_1895.jpg

Page 15: Full Cycle Traceability via a Product Portfolio Kanban

The Secret Sauce – Kanban Why not apply the same Lean/Kanban principles that work on the teams to solve the organizational traceability problem?

http://www.flickr.com/photos/orcmid/3880057716/

Page 16: Full Cycle Traceability via a Product Portfolio Kanban

LSSC 2011

Adapting Kanban to Portfolio Planning •  Hierarchical Requirements

•  Stakeholder based investment themes and business case management

•  Theme-based Prioritization •  Provide executive control and visibility into resource

constraints

•  Dynamic Allocations •  Reallocate resource on the fly to prevent blockages

•  Upstream and Downstream WIP Limits •  Surface hidden constraints that exist throughout the

organization

Page 17: Full Cycle Traceability via a Product Portfolio Kanban

LSSC 2011

Hierarchical Requirements

Investment Themes

Epics

Features

Stories

Page 18: Full Cycle Traceability via a Product Portfolio Kanban

LSSC 2011

Theme-based Prioritization

Allocate Prioritize Team Draft

Page 19: Full Cycle Traceability via a Product Portfolio Kanban

LSSC 2011

Operations Product Management Development

Sales Marketing

Support Professional Services

Proposed

Enable Adopt Validate

Enable Adopt Validate

Bottleneck

Roadmap Schedule Develop Deploy

Full Cycle Traceability

Page 20: Full Cycle Traceability via a Product Portfolio Kanban

LSSC 2011

20

¡  Propose ¡  Biz Case

¡  Roadmap ¡  Long Term Roadmap

¡  Schedule ¡  Committed Roadmap

¡  Develop ¡  Software development method in

use

¡  Deploy ¡  Release Management

¡  Enable ¡  Collateral, Training

¡  Adopt ¡  Marketing

¡  Usage

WL

WL

WL

WL

WL

WIP Limits

Kanban Stages

Capacity based

WIP limits

Item/slot based

WIP limits

Product Portfolio Kanban

¡  Benefits:

•  Alleviate the “Agile Train Wreck” and Achieve Flow

•  Expose and Route Around Political Roadblocks and Priority Alignment

•  Focus Organizational Value Return

Page 21: Full Cycle Traceability via a Product Portfolio Kanban

Stratus – An LSSC Success Story •  Internal planning tool developed at GXS (formerly Inovis) •  Open-sourced for LSSC 2010 •  Adopted by Rally Software •  Under active development by JavaFX guru, Jim Weaver •  Available in private beta

•  Contact Catherine Conner <[email protected]>

http://www.flickr.com/photos/gsfc/3660169591/

Page 22: Full Cycle Traceability via a Product Portfolio Kanban

LSSC 2011 Moving the Needle ¡ Apply these practices at your own organization –

you don’t need fancy tools (although they can help)

¡  Let us know what is working in your organization – this is what has worked for us, your experience may differ

¡  Blog and talk about your results…

Chad Holdorf @chadholdorf

Check out my Scaled #Agile Portfolio Planning video http://bit.ly/eirKR0.

Page 23: Full Cycle Traceability via a Product Portfolio Kanban

Thanks for Attending!

@steveonjava @agile_exec @wbodwell @ehuddleston

Lean Software & Systems 2011