Watson / Presentation Title / Date1

Becoming a Lean Enterprise

with IBM and SAFe®

Agile @ Scale

Amy Silberbauer

Solution Architect, Enterprise Scaled Agile

Watson IoT ALM Offering Management Team

asilber@us.ibm.com

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Agenda Why change?

How does agile @ scale help?

How do you get started?

How does IBM support agile @ scale?

Next Steps

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Why do we need to change?

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Market Dynamics (across all industries)

• Innovation is the key to differentiation

• Technical Innovation to reduce development cost and increase differentiation

• Business Innovation to enable new sources of revenues

• Need to quickly respond to market and customer feedback along the full lifecycle

• As a result:

• Lean/Agile/Design Thinking becoming key innovation enablers

• Digital Twins/Threads becoming a key component of customers digital transformations

The market is changing…

Platfo

rm

Connected Operations

Connected Products

Ind

ustry O

fferin

gs

IoT Builder

CxO

Line of

Business

DigitalDigital Team

Two Focus Segments

Direct. Digital Assist. GBS. GSI. Resellers. MSP

Ap

plicatio

n O

fferin

gsConsumer

IoT Consumer

Digital

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Increasing system complexity

Rapid reduction in cycle times

Risk meeting customer/market needs

Products in a continuous release cycle

Solutions cross organizational boundaries

System-wide collaboration demands

Increased product variation

Challenges for Systems and Software

Engineering

A “system” is more than just a single “feature”

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To address these challenges, transform product and

software delivery organization-wide

• Strategy

• Vision

• Cadence

• Vocabulary

• Methodology

Alignment

• Build quality in!

• Align artifacts

• Validate early

• Leverage MBSE and design thinking

• Consider enabler efforts

Quality• Single source of truth

• Visibility and collaboration

• Progress, status, health

• Measured improvement

Transparency

• Plan and adjust, continuously

• Assess planned and actual value

• Work in smaller batch sizes

• Be lean and agile!

Execution

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Focusing on getting from Idea to Wow!

Line-of-business“I have an idea”

Development“Create a feature”

Operations“Manage a feature”

Customer“Awesome feature”

But how do we ensure that

“awesome feature”?It’s simple really… bring more who,

why and WOW! to the what

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How does agile @ scale help

us?

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Balance Efficiency

& Effectiveness to

deliver the right

things right!

Efficiency Effectiveness

Faster time to value with higher quality

Alignment with business strategy

Continuous feedback

Reduced rework and faster cycle times

Elimination of bottlenecks and

waste

Continuous improvementAre you

moving as fast as

possible?

Are you driving in the right

direction?

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Take an economic view

Apply systems thinking

Assume variability; preserve alternatives

Manage risk and efficacy with fast, synchronous learning cycles

Develop systems incrementally; integrate and test frequently

Facilitate flow by limiting WIP, reducing batch sizes and manage queue lengths

Base milestones on objective evaluation of working systems

Lean-Agile Principles

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Key concepts of agile @ scale

• Apply leaning thinking across the portfolio – at ALL levels! – to eliminate waste and respect work-in-process (WIP) limits

Kanban

• Avoid the “loudest voice, biggest stick” syndrome

• Rank and prioritize based on “biggest bang for the buck” – greatest value at lowest cost

Economic thinking

• Capture the notion of value, track it, assess it, report on it – improve it!

Value-based delivery

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How do you get started?

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People: Establish an organization-wide culture with the

right set of skills to embrace lean and agile values –

everywhere, across all teams, every day

Process: Apply lean and agile principles in the planning,

development, deployment and delivery of value and then

monitoring feedback to improve – continuously

Tools: Provide a framework that enables the

implementation of lean and agile practices – easily – while

also providing traceability and visibility of work across

multi-disciplinary teams

Transform the environment

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People: Aspects of the cultural

transformation …

Stakeholder

… I had visibility into where my

priorities were on the delivery

roadmap

… I didn’t have to bug anyone to get

information on the latest capabilities being delivered

… I could participate in the planning

process and have my voice heard!

Product

Manager

… I didn’t have to answer the same

questions over and over and over …

… I didn’t have to stop what I’m doing to

create spreadsheets with status information

… We were more efficient so that I didn’t have to spend evenings and weekends to plan

the next release

Business Executive

… I had access to up-to-date information on

what we are doing for our key customers – as

soon as I ask!

… I could prove to stakeholders – Support,

Sales, Services – that we are responsive to their requirements

… I could demonstrate how our organization is

making smart investment decisions

I wish…

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✓ Publicly available framework

✓ A system of integrated proven practices

✓ Know-how for implementing

Lean-Agile software and system

development at enterprise scale

✓ A few fundamental immutable principles

✓ Many practices that can be tailored

✓ Initially released in 2011

✓ Large market adoption and growing

Process: Consider an industry-standard

methodologyThe Scaled Agile Framework® (SAFe®)

http://scaledagileframework.com

Do as much or as little “SAFe” as you want to boost your value and achieve success

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Synchronizes teams by…▪ Planning based on a single, cross-domain source of truth

▪ Automating full traceability

▪ Managing with dashboards and reports

▪ Demonstrating compliance

▪ Orchestrating multi-speed IT

▪ Supporting multiple platform / processes / languages

▪ Enabling simple collaboration

Collaborative Development

ContinuousBusiness Planning

Quality Management Project Analytics

“With IBM’s solution, we already realize that the different roles within the development lifecycle are cooperating much

closer ”Christof Hammel, Product Manager, Automotive ALM at Bosch Automotive

referencing IBM Rational solution for CLM

s

Tools: IBM’s Collaborative Lifecycle Management (CLM)

solution

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How does IBM support agile @

scale?

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CLM with Built-In Enterprise Scaled Agile support

For more information: jazz.net/safe

• Get up and running quickly with

out-of-the-box infrastructure

to implement all levels of SAFe

• Simplify change to culture and process

with quick and easy access to SAFe

guidance

• Improve agility and predictability with

role-based dashboards for visibility to

continuously adjust business goals

• Easily customize to fit your specific

needs and organization

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SAFe® for Lean Enterprises (SAFe 4.5)

Four Configurations

Full SAFeLike 4-Level SAFe 4.0

Portfolio SAFeLike 3-Level SAFe 4.0

Large Solution SAFeNo Portfolio

Essential SAFeProgram & Teams Only

“Beta” templates

now available!

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Support for all levels, multiple processes

Portfolio

Portfolio

Large Solution (optional)

Solution

SAFe-based Program

Program

Agile Team 1

Team

Agile Team 2

Team

Agile Team 3

Team

Traditional (Waterfall) Program

Program

Team 1

Team

Team 2

TeamC

LM L

ifec

ycle

Pro

ject

A

rea

RTC

Pro

ject

Are

a (S

AFe

) w

ith

Te

am A

reas

RTC

Pro

ject Area (FP

MT)

with

Team

Areas

RTC

P

roject

Area fo

r Team

Templates enable you to set up a SAFe tooling infrastructure that supports best practices

out of the box!

Flexible configuration options allow you to choose

what works for you!

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• Value Proposition: Cross-domain collaboration and end-to-end visibility

Organizational Alignment

• Value Proposition: Adopt lean principles at all levels, rank smarter to deliver the right things right

Invest Within Capacity to Deliver Quickly

• Value Proposition: Elaborate solutions by applying design thinking methods to get feedback early and often

Focus on Client Value

• Value Proposition: Demonstrate measured improvement and plan more effectively

Measure, Learn and Improve

• Value Proposition: Complete SAFe alignment out of the box

Get Up & Running Quickly

Key value propositions

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Typical Adoption Path

1. Start with Agile Teams, add Program level = “Essential SAFe”

• RTC supports this• Add RDNG and/or RQM for added

requirements and quality management governance

2. Scale up to the Portfolio level as needed = “Portfolio SAFe”

• RTC supports this with limited Portfolio support

• Adding RDNG creates additional Portfolio artifacts for budgeting and decision-making

3. Add cross-domain capabilities for Portfolio, Full or Large Solution SAFe

• Scale up to cross-domain capabilities when and if you are ready

RTC (Essential SAFe) – Single Program/ART

RTC (Essential SAFe) – Multiple Programs/ARTs

+ RTC (Portfolio SAFe) – Single Portfolio

CLM LPAs

(Essential + Portfolio/Full/Large Solution SAFe)

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Team

Program

PortfolioSolutions (Value Streams)

IBM Rational Collaborative Lifecycle Management (CLM)

RTCTracking & Planning

• Portfolio backlog• Solution backlog• Roadmap & Kanban views

• Program backlog• WSJF Ranked List• Roadmap & Kanban views

• Scrum based: Ranked Backlog, Sprint Planning

• Kanban & Taskboard views

RQMQuality Mgmt

• Program Test Plan

• Team Test Plan

• Solution Test Plan

SAFe support in CLM - Mapping

DNGRequirements Mgmt

• Value Stream• Strategic Theme• Lean Business Case• Solution Elaboration• System Requirements

• User Requirements• Non-Functional

Requirements• Program

• User Requirements• Non-Functional

Requirements

Reports and Dashboards

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The Lean Enterprise

90% satisfaction rate among

project managers

100% on time and on budget delivery

Increased visibility based on real-

time data

35% reduction in defects because

of building quality in and validating

early

Reduced risk due to cross-

dependency insight

50% decrease in time to market

due to improved efficiency

Scaling agile works!… and building the methodology into the tooling framework makes it

easier than ever …

Read more: http://www.scaledagileframework.com/case-studies/

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Next Steps

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References/Case Studies:

– [Blog] Words of wisdom from a few of the scaled agile "experts" at Interconnect 2017

– NICEActimize DevOps.com interview: IBM InterConnect 2017 w/Igal Levi, NICE Actimize

– Pôle emploi: Scheduling and prioritizing development backlog with the Scaled Agile Framework

– Softplan: Gaining robust visibility with IBM Rational software and the Scaled Agile Framework methodology

– US Department of State: Customer Reference

➢ Video

➢ IBM.com

SAFe Landing Page

Getting Started with SAFe

SAFe 4.5 Assets

Interactive Previews: http://jazz.net/previews

Contact Us: safeinfo@bg.vnet.com, asilber@us.ibm.com

Learn more

Thank You