Capabilities Statement Clearly Agile, Inc. 2018

Agile Capabilities

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Table of Contents Introduction .................................................................................................................................................. 2

Lifecycle Sleuth ............................................................................................................................................. 2

Patented Technology – Waste, Opportunities for Improvement, and Risk Engine .................................. 2

A Disruptive Approach to Software Delivery ............................................................................................ 3

Clients Benefit When Software Engineers Benefit ................................................................................... 3

Complement to Agile / DevOps Coaching ................................................................................................. 4

Assessments .................................................................................................................................................. 4

Transformations ............................................................................................................................................ 5

Coaching ........................................................................................................................................................ 5

DevOps Coaching ...................................................................................................................................... 6

Agile Enterprises Coaching ........................................................................................................................ 6

Agile Team Coaching ................................................................................................................................. 7

Engineering Craftmanship Coaching ......................................................................................................... 7

All Things DevOps, Agile, Lean, etc. .......................................................................................................... 8

Tailored to You .......................................................................................................................................... 8

Training ......................................................................................................................................................... 8

Scaled Agile Framework ............................................................................................................................ 9

Additional Non-Certified Courses / Workshops ...................................................................................... 10

Past Performance ........................................................................................................................................ 10

Key Partners ................................................................................................................................................ 13

Certifications ............................................................................................................................................... 14

Appendix A .................................................................................................................................................. 15

Appendix B .................................................................................................................................................. 16

Federal Supply Codes (FSCs) ................................................................................................................... 16

Product Service Codes (PSCs).................................................................................................................. 16

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Introduction Clearly Agile is a boutique consulting firm focused on providing disruptive tools to organizations responsible for large and complex software solutions. Unlike other Agile-Lean tools on the market, ours are centered around a single theme which is to provide quantifiable data for organizational leadership to attain insights and plans of action for immediate impact. While Federal agencies have made significant investment in transitioning from Waterfall to Agile-driven methodologies, some of these efforts have not maximized cost-cutting returns due to inconsistencies implementing Agile. While some have succeeded, many Agile coaching contractors have just not delivered in catalyzing successful federal transitions to Agile best practices. In some cases, the vendors are insufficient; in others, agency institutional barriers get in the way. The limits of training and coaching are clear, therefore Clearly Agile sought new ways to solve federal Agile / DevOps inefficiencies. Seeing the best and worst of Agile coaching, Clearly Agile decided to test a new path, namely tool-based support for software product development that uncovers process inefficiencies, provides solutions, and quantifies the results. No other tool like it exists on the market. With Clearly Agile, agencies can shift focus from projects to products. Lifecycle Sleuth The Lifecycle Sleuth is the most innovative find-and-fix business tool for Agile / DevOps communities on the market. Our patent-pending analysis engine goes beyond assessment by analyzing your current build, test, delivery, and release processes and provides immediate suggestions for improvements to real-time findings of financial cost, waste, risks, and opportunities for improvement. As an organizational transformation to Agile / DevOps requires years to realize and a huge investment, federal organizations can use the Lifecycle Sleuth to constantly provide high impact insights and lightweight resolutions. Launch software faster and realize a higher Return-on-Investment (ROI) with the Lifecycle Sleuth. Patented Technology – Waste, Opportunities for Improvement, and Risk Engine At the heart of the Lifecycle Sleuth is our patent-pending web-based application, Waste, Opportunities for Improvement, and Risk Engine (WORE), that analyzes any Software Development Lifecycle (SDLC) of a given solution for optimization. The WORE provides real-time analysis based on data-driven rules influenced by Agile Principles & Values, Lean Thinking, eXtreme Programming (XP) values and techniques as well as DevOps concepts and practices like Continuous Integration, Continuous Delivery / Deployment, Continuous Testing, and Continuous Monitoring.

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Waste, Opportunities and Risk Engine [WORE]

A Disruptive Approach to Software Delivery Simply put, the WORE is a revolutionary tool for organizations seeking to adopt a true Agile / DevOps SDLC because it removes much of the judgement and biases from people responsible to optimize lifecycle’s processes. There is no other tool that systemically provides opinions and considerations for SDLC activities as well as those missing or likely sequenced improperly into an actionable plan. Because of the tool’s uniqueness, we have loosely coupled the WORE service from the Lifecycle Sleuth so that organizations have an opportunity to exploit it with their own software lifecycles, frameworks, approaches, etc. Currently, for an SDLC, the WORE can identify over 600 risks and over 1,000 opportunities for improvement, and that figure continues to increase as our Agilists and developers continually identify and incorporate logic for no additional cost to clients. As new tools, processes, rules, regulations, and industry best practices emerge, our team of experts on the frontlines are there to identify, document, and incorporate into the WORE. Clients Benefit When Software Engineers Benefit Software engineers appreciate the Lifecycle Sleuth because it helps eliminate, automate, and reduce the non-coding activities like testing, delivering, and releasing. These non-coding activities can absorb 54% of their time, representing significant potential waste.1 With the Lifecycle Sleuth, software engineers can refocus on coding, streamlining their work and focusing on what they’re good at. Agencies save money and receive software products faster, and engineers experience increased job satisfaction. Win-win.

1 Krill, Paul. “Software engineers spend lots of time not building software.” InfoWorld, April 8, 2013, last accessed Nov 11, 2017, https://www.infoworld.com/article/2613762/application-development/software-engineers-spend-lots-of-time-not-building-software.html

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Complement to Agile / DevOps Coaching Agile and DevOps coaches are empowered by the Lifecycle Sleuth as they are finally have dashboards and reports necessary to help organizations more quickly deliver highly reliable and compliant software solutions.

Assessments The key to Agile or DevOps is identifying the issues, inefficiencies, and influences that affect culture, processes, and tools. Our assessment framework encompasses people, processes, and tools across the enterprise so that client organizations have a comprehensive view into the status of their organization as well as identifying opportunities for improvement. Clearly Agile can provide an actionable plan within days to help federal organizations close gaps between current performance and future goals. Clearly Agile serves as an objective party with no preconceived notions, as each agency represents a unique situation. We base our approach from principles and values, engineering practices, and deployment throughput. From this perspective, Clearly Agile can identify risks, issues, and opportunities for improvement across the enterprise.

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Transformations Clearly Agile personnel have transformation experience across numerous highly regulated organizations and industries such as federal government, defense, health, telecommunication, energy, banking, and transportation. Clearly Agile has a defined approach for delivering Agile transformations, but recognize each agency has its own unique situation, circumstances, and priorities. We collaborate with the client to set expectations and tailor a plan to achieve a successful transformation without compromising leadership priorities and external requirements. After a quick but rigorous assessment, Clearly Agile will collaborate with the appropriate leadership and stakeholders to develop a transformation plan, execute upon it, and measure success along the way. The immediate goal is to empower leadership and stakeholders to influence positive change in culture, processes, and tools.

Throughout the transformation journey, Clearly Agile collaborates on the measures and metrics to recognize opportunities for improvement, and installs processes, tools, and skills to positively influence this change. The final goal is for the client organization to have the capability for continuing transformation without Clearly Agile, as that is the true measure of an Agile organization.

Coaching Clearly Agile has the ideal enterprise, team, and engineering coaches for large heavily regulated organizations like government, defense, health, telecommunication, banking, and transportation. Our coaches know more than theory – they understand your typical constraints and culture.

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DevOps Coaching Clearly Agile DevOps coaches have the breadth and depth of experience of Agile, Lean, and technical perspectives as well as team and enterprise coaching experience to conduct DevOps transformations. Our coaches create and assist change agents to adopt the culture, tools, and processes the organization needs to become highly efficient with the continual release of high-quality software. Daily DevOps coaching activities may include the following:

• Planning and executing on the DevOps Transformation roadmap • Providing clear understanding of Continuous Integration, Continuous Delivery, Continuous

Deployment, and Continuous Measurement. • Providing suggestions for improvement, such as new approaches, concepts, and techniques • Developing a supportive training plan (goals, concepts, tools, and skills) • Collaborating with teams to continually ensure relevancy with patterns, practices, and

governance • Helping teams collect and codify existing patterns & practices • Helping teams with setting up working environment (access rights, tooling, etc.) • Helping teams document and maintain their AS-IS delivery and deployment processes • Helping teams document and manage their risks and impediments • Helping teams identify risks and wastes in their delivery and deployment processes • Helping teams facilitate Continuous Inspect & Adapt events

Agile Enterprises Coaching Enterprise coaches work with organizational leadership and management (at all levels), support teams, and team coaches with an initial goal to start aligning strategy and execution. Continuous improvement practices co-developed during the initial stage will help the organization achieve a final goal of making the organization truly self-sustaining with Agile / DevOps. Daily Agile Enterprise coaching activities may include the following:

• Providing clear understanding of Agile, Lean, and DevOps principles and values • Providing clear understanding of Agile program and portfolio management • Providing clear understanding of the need for tooling and approach consistency • Providing suggestions on new approaches, concepts, and techniques • Working directly with organization leadership and management to enhance their planning

and governance • Collaborating with other coaches in developing a supportive training plan (goals, concepts,

tools, and skills) for organizational leadership and management • Collaborating with other coaches to continually ensure relevancy with patterns, practices, and

governance • Continually promoting Agile / Lean / DevOps values & principles • Helping coaches identify risks and wastes in their team’s planning, coding, testing, and

delivery processes • Helping coaches facilitate Continuous Inspect & Adapt events for their teams • Helping coaches document and manage their team norming documents (Team Working

Agreements, Definition of Ready, Definition of Done, etc.) • Helping coaches document and manage their teams’ risks and impediments • Helping coaches collect and codify existing patterns and practices with their teams • Continually learning, testing, and implementing new concepts and techniques

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Agile Team Coaching Team coaches help teams and individuals focus, rethink, and change the way they work while enterprise coaches have the depth and breadth of experience to transform across the entire enterprise to include its people, processes, and tools. Clearly Agile collaborates with client organizations in creating a coaching capability that is self-sustaining and scalable while being able to fully support teams as well as the rest of the enterprise. With Clearly Agile, clients have access to some of the best team coaches in the industry as they are experienced with the popular Agile frameworks and methods for teams as well as Agile-at-Scale. Our coaches are hands-on, driven by the goal to mature individuals and teams to the point in which they are truly self-managing and self-organizing. Daily Agile team coaching activities may include the following:

• Providing clear understanding of Agile and Lean principles and values • Providing suggestions on new approaches, concepts, and techniques • Collaborating with other coaches in developing a supportive training plan (goals, concepts,

tools, and skills) • Collaborating with teams to continually ensure relevancy with patterns, practices, and

governance • Working with individuals to instill a sense of responsibility • Evolving the right culture for Agile / Lean / DevOps • Helping teams identify risks and wastes in their planning, coding, testing, and delivery

processes • Helping teams facilitate Continuous Inspect and Adapt events • Helping teams document and manage their norming documents (Team Working Agreements,

Definition of Ready, Definition of Done, etc.) • Helping teams document and manage their risks and impediments • Helping facilitate training events / workshops for Agile / Lean onboarding of team members • Continually learning, testing, and implementing new concepts and techniques

Engineering Craftmanship Coaching Clearly Agile coaches are unique as they are both Agilists and Technologists. They can help with engineering, operations, and tooling needs so you can implement things like DevOps, Continuous Integration, Continuous Delivery, etc. Engineering Craftmanship coaching engagements are often short (6 to 12 months), as the goal is to empower client teams with the knowledge and resources to continually improve on their own. However, Clearly Agile can support longer or shorter engagements depending on the need. These engagements typically focus on:

• Understanding of Current Practices and Why • Understanding of Culture and Tooling • Building Quality-In • Test-First Mentality • Defensive Coding • Agile Coding • Peer and Code Reviews • Refactoring

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• Integration Testing • Static Code Analysis • Collaboration and Transparency • Continuous Integration

All Things DevOps, Agile, Lean, etc. Whatever framework, methods, or approaches an organization employs (or thinks they employ), Clearly Agile can support with the experience and expertise to help organizations assess and develop a transformation roadmap to get them where they want to go. Typical frameworks, methods, and approaches we can help with include:

• Iterative & Incremental • Agile • Lean • DevOps • Scrum • eXtreme Programming (XP) • Lightweight Delivery Framework (LDF) • Scaled Agile Framework (SAFe) • Lean Software Development • Large Scale Scrum (LeSS) • Nexus

Tailored to You We understand the type and number of teams or organizations needs varies over time. Because of this, Clearly Agile treats each client as a real partner and acts in their best interests. Our tailored process contains just three (3) simple steps

1. Conduct a collaborative assessment 2. Discuss findings and opinions 3. Create an actionable plan forward

Training Training across the organization to start developing a common language and level-setting expectations is a requirement as we need to align business value with execution efforts. As well, Clearly Agile will also provide a consistent approach to aligning the entire organization to principles and values so the organization, as a whole, will become high performing. Our array of courses is customizable to an organization’s needs to provide immediate impact. For organizations wishing more personalization we also offer workshops. We offer public and private training / workshop events which can be either onsite or offsite. We generally prefer to keep training events to no more than 25 people for greater individual attention but have provided training events to nearly 100 people. For organizations that want high energy and fact paces events, we do also offer boot camps.

About Clearly Agile Year Created – 2012

State of Incorporation – Wyoming

Number of Years in Business – 6

2017 Annualized Revenue - $264,000

Veteran Owned Small Business – application pending

DUNS Number: 078633113

CAGE Code: 81R00

NAICS codes:

• 511210 Software Publishers • 541511 Customer Computer

Programming Services • 541512 Computer Systems Design

Service • 541611 Administrative Management and

General Management Consulting Services

• 541614 Process, Physical Distribution and Logistics Consulting Services

• 541690 Other Scientific and Technical Consulting Services

• 611420 Computer Training • 611430 Professional and Management

Development Training

See Appendix B for FSCs and PSCs

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Scaled Agile Framework The Scaled Agile Framework (SAFe) is one of the more popular Agile at scale approaches. It is based on Lean and Agile principles and strives to maintain the core values of Alignment, Transparency, Building Quality-In, and Program Execution. Essentially, SAFe is a generic tailorable framework to align teams, programs, and the enterprise to deliver value. This course will provide participants with all the knowledge needed to get started using SAFe and to continually improve. For those looking to scale, we offer the Scale Agile Framework Agilist (SAFe SA) course. The SAFe SA course is typically two days, but we do offer a 2.5 or 3-day version for organizations that want to learn the next steps to implement the theories and patterns of SAFe. This course is worth 16 professional development units (PDUs). This course covers, at minimum:

• The basic overview of Scaled Agile Framework • Understanding SAFe Values & Principles • Executing and Releasing System Value • Building an Agile Portfolio

Learn about Business Agility and attain one of the most in-demand skills for today and tomorrow. Through discussions, workshops, and games, you will learn about Agile Principles & Values as well as practices and techniques to immediately apply in your organization. As a bonus, we will also introduce other approaches like Lean, Kanban, Agile Planning, Agile

Requirements Management, and Roadmapping to generate an even greater impact within your organization, more quickly. We offer this as a 1, 2, or 3-day course and awarding 8 PDUs per day.

This course is beneficial to anyone who will be working in an Agile environment or simply wants to know more about it. This offering is ideally suited for those in roles like:

• C-Level, Executives, VPs, and Directors • Portfolio, Program, and Project Managers • Product and Product Line Management • Enterprise, System, and Solution Architects • Business / Systems Analysts

If you are a technologist it is required, you learn about Agile to remain relevant. Through discussions, workshops, and games, you will learn about Principles & Values of Agile, DevOps, Lean, and Kanban as well as practices and techniques to immediately apply in your organization and engineering efforts. To provide greater impact we also introduce key

engineering and architecture related concepts, practices, and techniques to build upon your engineer skills. We offer this as a 1, 2, or 3-day course and awarding 8 PDUs per day.

This course is beneficial to technologists wanting to remain relevant in the work force or needing a more formal approach to develop their teams and organizations. This offering is ideally suited for those in roles like:

• C-Level, Executives, VPs, and Directors • Portfolio, Program, and Project Managers • Enterprise and System Architects • Software Architects & Engineers

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• Database Architects & Engineers • DevOps Engineers • Testers

Learn about Government Agility and attain one of the most in-demand skills for today and tomorrow. Through discussions, workshops, and games, you will learn about Agile Principles & Values as well as practices and techniques to immediately apply in your organization. As a bonus, we will also introduce other approaches like Lean, Kanban, Agile Planning,

Agile Requirements Management, and Roadmapping to generate an even greater impact within your organization, more quickly. We offer this as a 1, 2, or 3-day course and awarding 8 PDUs per day.

This course is beneficial to anyone who will be working in an Agile environment or simply wants to know more about it. This offering is ideally suited for those in roles like:

• C-Level, Executives, Directors, etc. • Portfolio, Program, and Project Managers • Enterprise and System Architects • Software Architects • Database Architects • Business & Systems Analysts

Additional Non-Certified Courses / Workshops Clearly Agile provides customized training events and workshops to meet organizations’ current needs and then to compliment your Continuous Improvement process. Below is a list of some of the most popular topics presented to clients:

• Agile / DevOps Assessments • Agile / DevOps Transformations • Agile Planning • Agile Program / Portfolio Management • Agile Testing • Lean • Lean-Agile Portfolio Management • Lifecycle Architecture • Making Scrum Work • Scaling • Scrum • Story Writing

Past Performance Clearly Agile personnel have significant experience with Agile, DevOps, financial, and operational transformations in the private sector, US federal agencies, and foreign government organizations. Our people have experience in several federal and private organizations, including offices within the CIO, CFO, and mission programs. In particular, Clearly Agile personnel have worked on engagements in several public health and private health insurance organizations.

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Functional Experience

Private Sector Experience

Agile Transformation

Anthem Blue Cross Blue Shield

Bisk

CCPace

Nomura Research Institute

Santeon

Thiqah

Agile

/ IT

exp

erie

nce •Agile coaching

•Agile / DevOps assessments

•Agile / DevOps transformations

•IT portfolio, program, and project management

Fina

ncia

l exp

erie

nce •Spend analysis for

organizational transformation and reducing contract spend

•Business planning•Resource allocation

Ope

ratio

ns e

xper

ienc

e •Logistics•Procurement•Strategic sourcing

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Public Sector Experience

Customs and Border Protection

Department of Commerce

Department of the Navy

Department of State

Department of the Treasury

Financial Crimes Enforcement Network

General Service Administration

Immigration and Customs Enforcement

Internal Revenue Service

Marine Corps

National Institutes of Health2

Patent and Trademark Office

United States Postal Service

2 Our team has experience with many entities within NIH, listed in Appendix A.

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Key Partners Clearly Agile allies with premiere Agile and technology entities to provide clients with exceptional service and maximize results.

Agility Health

Alethix

CA Technologies

Eliassen

Microsoft

Subject7

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Certifications Clearly Agile and its personnel have met the trust and requirements from numerous certifying organizations for personnel hold the following certifications:

Certification Description AgilityHealth

Facilitator

Provided by Agile Transformation Inc., certifies a practitioner’s ability to facilitate team health retrospectives, and develop actionable growth plans.

Scaled Agile Framework Program

Consultant

Provided by Scaled Agile Inc., certifies a practitioner’s ability to train individuals on the SAFe methodology. Provides access to other SAFe specialists, professional development units (PDUs), and new coaching and transformation toolkits and resources, as they emerge.

SPC certifications require passing examinations in numerous following subjects, after which the practitioner can teach the following courses: • Leading SAFe • SAFe for Teams • SAFe Scrum Master

• SAFe Advanced Scrum Master • SAFe PO/PM • SAFe RTE (private classes only)

Scaled Agile Framework Agilist

Provided by Scaled Agile Inc., this certification is primarily for Lean/Agile transformation professionals, validating competency in the following: • Applying SAFe to scale Lean/Agile

development in an enterprise • Applying Lean/Agile mindset and

principles

• Planning and successfully executing programs

• Executing and providing enterprise benefits through Agile Release Trains

• Building an Agile portfolio with Lean/Agile budgeting

Lean Six Sigma: Yellow Belt

Provided by numerous organizations, this certifies a practitioner is very knowledgeable in Lean Six Sigma process improvement methodology, leads improvement projects, and retains competence in the Define, Measure, and Control phases of an improvement project. Validates the practitioners understanding on how to implement, perform, interpret and apply Lean Six Sigma. Requires passing an extensive examination.

Certified Scrum Master

Provided by Scrum Alliance Inc., this certification indicates the practitioner can lead project teams to properly use Scrum. CSMs know Scrum values, practices, and applications, and have more expertise than a typical project manager.

Certified Scrum Professional

Provided by Scrum Alliance Inc., this certifies deeper experience, training, and knowledge in Scrum. Requires existing Scrum certifications (such as the CSM), and continual Scrum education for renewal every two years.

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Appendix A Our team has experience in the following National Institutes of Health (NIH) entities:

• Bureau Reporting Systems (BRS) • Center for Scientific Review (CSR) • Electronic Research Administration (eRA) • Health Resources and Services Administration (HRSA) • HRSA Data Warehouse (HDW) • National Heart Long & Blood Institute (NHLBI) • National Institute of Allergy and Infectious Diseases (NIAID)

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Appendix B Federal Supply Codes (FSCs)

FSC Description 7030 ADP Software

Product Service Codes (PSCs)

PSC Description B544 Technology Studies and Analyses B599 Other Special Studies and Analyses H170 Quality Control Services/Automatic Data Processing Equipment, Software, Supplies and

Support Equipment H970 Other Quality Control Services/Automatic Data Processing Equipment, Software, Supplies

and Support Equipment L070 Technical Representative Services/Automatic Data Processing Equipment, Software,

Supplies and Support Equipment R405 Operations Research and Quantitative Analysis Services R408 Program Management/Support Services R410 Support – Professional: Program evaluation/review/development R425 Engineering and Technical Services R499 Other Professional Services R702 Data Collection Services R799 Other Management Support Services U008 Training/Curriculum Development U009 Education Services U012 ADP Software, Equipment, and Telecommunications Training U099 Other Education and Training Services

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Clearly Agile, Inc. http://ClearlyAgile.com https://lifecyclesleuth.com/ info@ClearlyAgile.com

Corporate 690 S Highway 89, Suite 200 Box 7414 Jackson, WY 83002

Washington, DC 12410 Milestone Center Drive Suite 600 Germantown, MD 20876