pmo in an agile world

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PMO in an Agile World

Agile Management

Shane Schulte

Wells Fargo

Senior Project Portfolio Manager

AMT04S

@CAPPM

#CAWorld


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Abstract

Existing PMO processes need to evolve in the changing

Agile world and the SAFe framework for Agile practices

provides a means to fine-tune these practices at an

enterprise scale. In this session, hear how Wells Fargo is

utilizing CA PPM with SAFe for their Agile processes and

gain insights into scaling Agile across organizations while

achieving the consistent methodology and project

governance required of the PMO.

Shane Schulte

Wells Fargo

Senior Project Portfolio Manager


Agenda

WHY CA PPM WAS IMPLEMENTED

KEY CHALLENGES

SUMMARY

IMMEDIATE ACTIONS

INVESTING IN THE RIGHT THINGS

DELIVERING CHANGE

1

2

3

4

5

6


Wells Fargo Home MortgageAmerica’s #1 Home Lender

Project Management has always been a strength, but due to

multiple acquisitions, including the largest bank acquisition in

history, a housing crisis, a financial crisis, and major shift in

financial regulatory policy, we needed more.

Learn how Project Portfolio Management helped us focus on

the right things, and how agile and scaled agile fundamentals

has helped us drive towards substantial improvements in quality

and productivity

Shane Schulte

Wells Fargo Home Mortgage

Senior Project Manager


Critical Projects

Large Expenditures

Standard Project Methodology

Rigorous Governance Procedures

Wells Fargo Bank


Loan Servicing

Servicing Project Management Offices

PMO Work Groups

= agile team

CA PPM Was Implemented by Wells Fargo Home Mortgage in 2013


Enterprise Perspective Was Only a Small (but Critical) Part of Servicing’s Portfolio

80% Of Projects Didn’t Require Enterprise Funding

95% Of Efforts Didn’t Require Formal Enterprise Audits

Wells Fargo Bank


Loan Servicing


PMO Work Groups

= agile team


Our Challenges

How much money are we spending?

Are we investing in the right things?

Are we optimizing our capacity?

How well do we execute projects?

Can the business absorb the change?

Do we realize promised benefits?

Wells Fargo Home Mortgage – Servicing Project Portfolio Management


Immediate ActionsWells Fargo Home Mortgage – Servicing Project Portfolio Management

Track All Work

– Big projects

– Little Projects

– Administrative

– Resource Only

– Big projects in CA PPM

– Small projects in Excel,

SharePoint, and home

grown solutions

– No support work tracked

Categorize All Work

– Regulatory

– Mandatory

– Strategic

– Positive ROI

– Project size, risk, costs

– Evolving categories

– Separate business case

tool, no integrated

reporting

Track All Resources

– ALL resources

– ALL work

– Allocations

– Forecasts

– Excel spreadsheets,

SharePoint sites

– Non standard roles

– No clear understanding

of demand or capacity

Past

Co

nd

itio

ns


Are We Investing in the Right Things?

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1. Regulatory/Compliance 2. Mandatory-Infrastructure

3. Mandatory-Other 4. Strategy

5. Pos ROI 7. Other

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Regulatory Mandatory Strategy

Pos ROI Uncategorized Other


Our Challenges Continued…

How much money are we spending?

Are we investing in the right things?

Are we optimizing our capacity?

How well do we execute projects?

Can the business absorb the change?

Do we realize promised benefits?

Wells Fargo Home Mortgage – Servicing Project Portfolio Management


Servicing Project Management Office Multiple PMOs

Several work groups

Varied User Base

Differing Methodologies

Differing Effort Types

– Projects

– Enhancements

– Maintenance

Wells Fargo Bank


Loan Servicing


PMO Work Groups

= agile team


How Well Do We Deliver Change?Wells Fargo Home Mortgage – Servicing Project Portfolio Management

Requirements– More consistent

unit of measure

– Better description of value being delivery

Development– Components to

needed to build

– Better estimating model

Testing– First pass quality

– Defects per tests

– Measure rework

Agi

le P

erfo

rman

ce

CA PPM ID Func Reqs. Det Reqs Design Dev Tests Defects Prod. Issues DurationPR0004993 6 143 143 143 143 30 0 4.25

PR0003879 7 109 109 109 109 3 3 8.15

PR0002689 7 143 143 143 143 15 0 14.71

PR0002250 2 38 38 38 38 3 0 19.18

PR0003532 2 89 89 89 89 0 0 12.15

PR0002350 8 25 25 25 25 0 0 17.51

PR0003946 8 173 173 173 173 4 0 9.07

PR0004829 4 6 6 6 6 0 0 1.50

110 1161 1161 97 4 200.00

Req. per Month 7.33 77.40 Test Success 91.65% 99.66%

Hours per Req. 21.82 2.07 Testing Target 80-85% 99%+


PMOs are now doing

more Portfolio

Management

Low level project

performance

metrics are

influencing how we

structure efforts to

ensure optimal

benefits realization.


Data Don’t Lie

Many people were skeptical of the information. This level of transparency was new. Significant effort was required to make our leaders comfortable with accuracy of the data. Now, they only want more.

Focus on the Basics

CA PPM and the practice of portfolio management is expansive and complex. Our journey has been successful in areas where we narrowly focused on improving a basic component.

Maturity Takes Time

While we are happy with the progress and accomplishments we’ve made to date, we realize the journey continues. Everyday is a new challenge. Remain focused on the fundamentals and change will stick

SummaryWhat Have We Learned?


Q & A


Recommended Sessions

SESSION # TITLE DATE/TIME

AMT09SUsing CA Project & Portfolio Management (CA PPM) to

Align Projects with Strategy11/19/2015 at 12:15 pm

AMT10SGuiding Standardization Across the Enterprise at Disney

Parks and Resorts11/19/2015 at 3:00 pm

AMT19SPanel Discussion: Migrating to 14.2; New Advanced

Reporting

11/19/2015 at 4:30 pm

Must-See Demos

Simplify your

Application

PortfolioCA PPM

Theater - Agile

Management

Identify the

Right

InvestmentsCA PPM

Theater – Agile

Management

Align

Resources to

Meet DemandCA PPM

Theater – Agile

Management

Business

Transformation

CA PPM

Theater – Agile

Management

For More Information

To learn more, please visit:

http://cainc.to/Nv2VOe

CA World ’15

http://cainc.to/Nv2VOe

http://bit.ly/1wbjjqX

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