2012 11-bayer-agile-forum

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Struktur Technologie Mensch Prof. Dr. Ayelt Komus Status Quo of Agile New Perspectives with Scrum and Kanban Agile PM-Day @ Bayer Leading Processes to Enable Scale 2012-11-13, Monheim - Germany Prof. Dr. Ayelt Komus BPM–Laboratory University of Applied Sciences Koblenz www.komus.de [email protected] www.twitter.com/AyeltKomus

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Keynote at Bayer's "Status Quo of Agile - New Perspectives with Scrum and Kanban" - Results: “Status Quo Agile” - Agile Methods Outside Software-Development - Agile Methods In The Regulated Environment - Lean Manufacturing And Agile - Agile Transition – Challenges and Opportunities

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Page 1: 2012 11-bayer-agile-forum

www.komus.de

Struktur Technologie Mensch Prof. Dr. Ayelt Komus

Status Quo of Agile

New Perspectives with Scrum and Kanban

Agile PM-Day @ Bayer Leading Processes to Enable Scale

2012-11-13, Monheim - Germany

Prof. Dr. Ayelt Komus BPM–Laboratory

University of Applied Sciences Koblenz www.komus.de

[email protected] www.twitter.com/AyeltKomus

Page 2: 2012 11-bayer-agile-forum

2 www.komus.de © Ayelt Komus @AyeltKomus

Agile Is Well Established And Still Gaining

Source: Forrester: Water-Scrum-Fall Is The Reality Of Agile For Most Organizations Today, by Dave West, Forrester, July 26 2012

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3 www.komus.de © Ayelt Komus @AyeltKomus

3 things we wish were true… The customer knows what he wants The team knows how to build it Nothing will change along the way

Why Are Agile Methods Successful?

3 things we have to live with…

The customer discovers what he wants The team discovers how to build it Many things change along the way

Based on Henrik Kniberg

http://commons.wikimedia.org/wiki/File:Change.jpg?uselang=de

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4 www.komus.de © Ayelt Komus @AyeltKomus

www.

Status-Quo- Chemie- Pharma

.de

BPM*-Laboratory

BPM-Umfrage (Studie)

BPM Laboratory

BPM-Check (Interactive MaturityModel)

www.

BPM6Sigma. de

Combination of BPM

with other methods

(esp. 6Sigma)

www.

IT-Radar .info

Today’s and future

topics In BPM and

ERP

BPM- Survey

BPM in SME

and large

enterprise

www.

Q-in-BPM .info

Quality. in BPM

COO-Studie Wikimanagement BPM-Expertise

* BPM: Business Process Management ** www.bpmerp.de *** Worskhops/Trainings

www.

Status- Quo- Agile

.de

www.

BPM-ERP- Update

.de Praxis- forum

BPM&ERP**

BPM- Best

Practice Expert

Interviews with BPM-

Best Practice Representatives

Page 5: 2012 11-bayer-agile-forum

5 www.komus.de © Ayelt Komus @AyeltKomus

Books

What are success factors of Wikipedia and

other social media systems to learn from in the field of BPM?

How to use Social Media

in the organization?

What does the BPM of BPM-Best-

Practice-Companies look like?

BPM-Success Factors of Deutsche Bank, Miles & More, Bayer, Generali and

many other

Other Publiactions: www.komus.de/publikation

Page 6: 2012 11-bayer-agile-forum

6 www.komus.de © Ayelt Komus @AyeltKomus

Agenda

Results: “Status Quo Agile”

Agile Methods Outside Software-Development

Agile Methods In The Regulated Environment

Lean Manufacturing And Agile

Agile Transition – Challenges and Opportunities

Page 7: 2012 11-bayer-agile-forum

7 www.komus.de © Ayelt Komus @AyeltKomus

Study „Status Quo Agile“

Study on common practices and use of agile methods

Expert interviews and online-survey

Survey period Q2 2012

350 participants, 266 fully usable questionnaires

Participants gained via mailings, press releases, social networks, twitter

Articles in > 20 magazines, blogs etc.

www.status-quo-agile.de

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8 www.komus.de © Ayelt Komus @AyeltKomus

Usage of agile methods experienced a significant upswing since 2008

Introduction Of Agile Methods

n=138 (Responses from the Groups „Consistently Agile“, „Mixed form“ und „as well as“)“; Date of survey: Q2-2012)

When did you start to use agile methods?

www.status-quo-agile.de Source: Study Status Quo Agile

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9 www.komus.de © Ayelt Komus @AyeltKomus

Most Popular Methods

Most popular agile methods: Scrum, Kanban, Extreme Programming

0% 20% 40% 60% 80% 100%

ScrumFeature Driven Development

Usability Driven DevelopmentCrystal

KanbanAgile Modeling

Adaptive Software DevelopmentDynamic System Development MethodExtreme Programming (inkl. test Driven…

zentrale Bedeutung wird neben vielen anderen benutzt geringe Bedeutung

keine Bedeutung keine Angabe

n=183; (Responses from the Groups „Consistently Agile“, „Mixed form“ und „as well as“)

… importance of this method to your business…

www.status-quo-agile.de Source: Study Status Quo Agile

No Significance

Significant Is used among many other Minor Significance

Not Specified

Page 10: 2012 11-bayer-agile-forum

10 www.komus.de © Ayelt Komus @AyeltKomus

Satisfaction With Scrum

93% of “Agile Enterprises" rate Scrum to be “good” or “very good” Also excellent teamwork, motivation and quality of results

Please rate scrum ... based on the experience ...

n=90 ((Responses from the Groups „Consistently Agile“, „Mixed form“ und „as well as“)

www.status-quo-agile.de Source: Study Status Quo Agile

Very Good Good Sufficient Poor No Experience

Overall Efficiency of the Method

Transparency

Customer Orientation

Efficiency

Punctuality

Teamwork

Quality of Results

Employee Motivation

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11 www.komus.de © Ayelt Komus @AyeltKomus

Variants Of Agile Methods

The consistent use of agile methods is the exception Hybrid and occasional use stand for 62% of the sample

How are you using agile methods?

n = 236 Source: Study Status Quo Agile

www.status-quo-agile.de

„Sometimes Classic, Sometimes Agile“ “varying“

„ Consistently Classic“ „Waterfall“

„ Consistently Agile“

„ Mixed Form“ „hybrid“

„ Consistently Agile“

„ varying“

„ Mixed Form“

„ Consistently Classic“

Page 12: 2012 11-bayer-agile-forum

12 www.komus.de © Ayelt Komus @AyeltKomus

Evaluation Of Efficiency

User of agile methods evaluate the performance of their methods very positive

www.status-quo-agile.de

0% 20% 40% 60% 80% 100%

"Durchgängig agil"

"Mischform"

"Sowohl-als-auch"

"Durchgängig klassisch"

Ges

amte

Lei

stun

gsfä

higk

eit d

erM

etho

de

sehr gut gut ausreichend mangelhaft keine Erfahrung

n=52 n=79 n=62 n=39

Consistently„ classic“ (n=52)

As well as (n=79)

Mixed form (n=62)

Consistently agile (n=39)

„Waterfall“

agile

Overall efficiency of the method

Source: Study Status Quo Agile

Very Good Good Sufficient Poor No Experience

Page 13: 2012 11-bayer-agile-forum

13 www.komus.de © Ayelt Komus @AyeltKomus

Success: Agile Versus Waterfall

The success rates for agile activities are rated significantly better

www.status-quo-agile.de

n=173 (Responses from the Groups „Consistently Agile“, „Mixed form“ und „as well as“)

n=115 (Responses from the Groups „Consistently Agile“, „Mixed form“ und „as well as“)

Agile Methods (Average between 76 and 85%)

Waterfall (Averag between 60 and 69%)

Source: Study Status Quo Agile

How do you assess … sucess rate?

Success Rate

Success Rate

Number of Responses % Number of Responses %

Page 14: 2012 11-bayer-agile-forum

14 www.komus.de © Ayelt Komus @AyeltKomus

Agenda

Results: “Status Quo Agile”

Agile Methods Outside Software-Development

Agile Methods In The Regulated Environment

Lean Manufacturing And Agile

Agile Transition – Challenges and Opportunities

Page 15: 2012 11-bayer-agile-forum

15 www.komus.de © Ayelt Komus @AyeltKomus

Example: Open Processes – Deutsche Telekom

Que

lle:

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Process Optimization

based on Scrum Method

Page 16: 2012 11-bayer-agile-forum

16 www.komus.de © Ayelt Komus @AyeltKomus

Sucessful Scrum – Not Limited to IT-Development!

Sou

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Page 17: 2012 11-bayer-agile-forum

17 www.komus.de © Ayelt Komus @AyeltKomus

Scrum – Task Boards Q

uelle

: Hei

nz E

rret

kam

ps u

nd R

olan

d Fr

ey: A

gile

Pro

dukt

entw

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Page 18: 2012 11-bayer-agile-forum

18 www.komus.de © Ayelt Komus @AyeltKomus

56% Overall Improvement in Designing Mechanism Parts

Que

lle: H

einz

Err

etka

mps

und

Rol

and

Frey

: Agi

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twic

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nson

Con

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Key Performance Indicator – Self Assessment of Team-Performance

Page 19: 2012 11-bayer-agile-forum

19 www.komus.de © Ayelt Komus @AyeltKomus

Example: Internal BPM-Consulting major German company

Scrum-Oriented Approach: Process Optimization

Identification Bottleneck* for example. Q, €, t

Sprint 1: Analysis, Brainstorming

Insight: “Most Optimizations work without IT-changes”

* comp. ‘Theory of Constraints’

Sprint 2: To-Be-Process, Realization

Page 20: 2012 11-bayer-agile-forum

20 www.komus.de © Ayelt Komus @AyeltKomus

Example: Internal BPM Consulting major German company

Scrum-Oriented Approach: Process Optimization

Identification Bottleneck* for example. Q, €, t

Sprint 1: Analysis, Brainstorming across

Insight: “Most Optimizations work without IT-changes”

* comp. ‘Theory of Constraints’

Sprint 2: Target, Realisation

* vgl. ‘Theory of Constraints’

Utilization

Effective Efficient Visible Benefit Manageable Sustainable

Page 21: 2012 11-bayer-agile-forum

21 www.komus.de © Ayelt Komus @AyeltKomus

User Requirement

Example: Scrum In SAP-Based Process Management

4 Weeks 4 Weeks 4 Weeks

A B C

A

Functional Specification

A

Realization

B

Functional Specification

C

Functional Specification

B

Realization

….

Rel. X.y

A B

C …

A B C …

Packaging to Releases

Page 22: 2012 11-bayer-agile-forum

22 www.komus.de © Ayelt Komus @AyeltKomus

User Requirement

Example: Scrum In SAP-Based Process Management

4 Weeks 4 Weeks 4 Weeks

A B C

A

Functional Specification

A

Realization

B

Functional Specification

C

Functional Specification

B

Realization

….

Rel. X.y

A B

C …

A B C …

Packaging to Releases Utilization

Progress Transparency Intelligent Prioritization Expectation Management Increasing Acceptance (Significant) Cost Reduction

Page 23: 2012 11-bayer-agile-forum

23 www.komus.de © Ayelt Komus @AyeltKomus

Agenda

Results: “Status Quo Agile”

Agile Methods Outside Software-Development

Agile Methods In The Regulated Environment

Lean Manufacturing And Agile

Agile Transition – Challenges and Opportunities

Page 24: 2012 11-bayer-agile-forum

24 www.komus.de © Ayelt Komus @AyeltKomus

Verification/ Validation

Verification / Validation

Verification Validation

V-Model for prospective validation - Sequential approach, each phase completed

Development Specifications

Configuration Customizing Development

Functional Testing

Integration Testing

User Requirements

Functional Specifications

Module-/ Development -

Tests

Risk Analysis

Classical Approach

Page 25: 2012 11-bayer-agile-forum

25 www.komus.de © Ayelt Komus @AyeltKomus

Requirements from GAMP 5

“Formal (change) control should not be introduced too early during development in order to minimize non-productive work during what are naturally iterative or evolutionary processes.”

“At the end of the development phase document review and approval should act as the formal verification that the document content is complete, accurate, and fit for intended use.”

“Changes made during approved prototyping work are exempt and should be subject to these controls only when they become documented design proposals.”

Quotes from GAMP 5 regarding Agile

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26 www.komus.de © Ayelt Komus @AyeltKomus

Exclusivity of V-Model

GAMP 5 does not specify the classical V Model to be used necessarily any more

Agile Models are not excluded User requirements don’t have to be completely finalized before

functional and technical specifications are written any more

Assessment: Using Scrum in Regulated Environment?

Complete Documentation

No general lack of complete documentation in Scrum Documentation requirements for validation and their approval within

the DoD (Definition of Done) can be included

Extensive Test Documentation

adaptation of the method to validation requirements For example with a sprint cycle with the goal of obtaining formal test

documentation and validation compliance http://commons.wikimedia.org/w/index.php?title=File:Emblem-paragraph.svg&page=1&uselang=de

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27 www.komus.de © Ayelt Komus @AyeltKomus

Scrum cycle with sprint for formal proof in regulated environment

Possible Adapted Validation Procedure

Quelle: Komus/Komus, CHEManager

Go-

Live

(Firs

t Inc

rem

ents

)

Focus: Function (tested)

Focus: Function (tested) + formal proof

Focus: Function (tested)

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28 www.komus.de © Ayelt Komus @AyeltKomus

Close contact with people involved in the projects

Direct user input for the formulation and prioritization of user requirements

Testing of the product at the end of each sprint cycle Early user involvement and knowledge transfer

Good Arguments For Using Scrum

No accumulation of incomplete documentation

With the end of the sprint all tasks have to be completely finished (for example with documentation and approval)

No postponing of documenation

http://commons.wikimedia.org/w/index.php?title=File:Emblem-paragraph.svg&page=1&uselang=de

Accordance of documentation and actual updated technical and organizational system !

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29 www.komus.de © Ayelt Komus @AyeltKomus

Agenda

Results: “Status Quo Agile”

Agile Methods Outside Software-Development

Agile Methods In The Regulated Environment

Lean Manufacturing And Agile

Agile Transition – Challenges and Opportunities

Page 30: 2012 11-bayer-agile-forum

30 www.komus.de © Ayelt Komus @AyeltKomus

Lean Manufacturing and Agile

http://upload.wikimedia.org/wikipedia/commons/3/32/M%C3%AAl%C3%A9e_ASM-MHRC.jpg

Evolutionary Approach Increments Of Software

Responsibility On Shop Floor (Andon) Team Organization

Visualize Everything (Obeya) Kanban Board / Burndown Chart

Pull-Logistic Pull: Sprint-BL From Product BL

Waste (7 Muda) Impediments

Gemba Walk Close Communication w. Customer

Quality Focus Deliverable Product/ No Debt

“Kanban” “IT-Kanban”

Japanese Origin (Toyota System) “Scrum” by Takeuchi/Nonaka

Lean Manufacturing Agile Methods

Page 31: 2012 11-bayer-agile-forum

31 www.komus.de © Ayelt Komus @AyeltKomus

Agenda

Results: “Status Quo Agile”

Agile Methods Outside Software-Development

Agile Methods In The Regulated Environment

Lean Manufacturing And Agile

Agile Transition – Challenges and Opportunities

Page 32: 2012 11-bayer-agile-forum

32 www.komus.de © Ayelt Komus @AyeltKomus

User Requirement

4 Weeks 4 Weeks 4 Weeks

A B C

A

Functional Specification

A

Realization

B

Functional Specification

C

Functional Specification

B

Realisierung

….

Rel. X.y

A B C

A B C …

Packaging to Releases

SCRUM

Water-Scrum-Fall Is Common

WATER FALL

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33 www.komus.de © Ayelt Komus @AyeltKomus

It’s The People, Stupid!

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34 www.komus.de © Ayelt Komus @AyeltKomus

Change Changes The Game

Culture and the ability to benefit from change are the only sustainable competitive advantages

in times of uncertainty und disruptive change

© fotola70 - Fotolia.com

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35 www.komus.de © Ayelt Komus @AyeltKomus

Complex

Complicated

Complicated and Complex Challenges

Simple

Far from agreement

Close to agreement

Close to Certainty

Far from Certainty

Requirements

Technology

Anarchy

Soucrce: Ralph D. Stacey: Strategic Management And Organisational Dynamic: The Chalenge of Complexity

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36 www.komus.de © Ayelt Komus @AyeltKomus

Agility – Not Just A Means To An End

Agility is not just a means to an end in (IT-)Projects Agility is about culture, collaboration and mindset that will help you to stay successful in times of constant and rapid change. … and by the way, when you’ve achieved this way of working together and tackling challenges, it will be helpful in your IT-projects, too.

© Torbz - Fotolia.com

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37 www.komus.de © Ayelt Komus @AyeltKomus

Questions?

www.komus.de www.bpmerp.de

www.it-radar.info www.bpm-erp-update.de

You‘ll Find Many Of My Presentations on www.komus.de/vortrag

Thank You For Your Attention

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39 www.komus.de © Ayelt Komus @AyeltKomus

Save The Date

© alswart- fotolia

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40 www.komus.de © Ayelt Komus @AyeltKomus

Save The Date

© alswart- fotolia

Praxisworkshop: Scrum und Kanban im SAP- und Prozessmanagement 21. und 30.11.2012 - www.bpm-erp-update.de

Start: Status Quo Chemie Pharma 19.11.2012 – www.status-quo-chemie-pharma.de

3. Praxisforum BPM und ERP (27.11.2012, HS Koblenz) Thema: Agile Methoden in IT- und Prozessmanagement www.bpmerp.de (Nur für Anwender – Nachrückliste)

Praxisworkshop: BPM-ERP-Udpate 2013: Chancen und Herausforderungen für Prozess- und SAP-Management in 2013 11.12.12 und 15.1.13 - www.bpm-erp-update.de

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38 www.komus.de © Ayelt Komus @AyeltKomus

Studie SQ-C/P

www.status-quo-chemie-pharme.de © BPM-Labor, Prof. Dr. A. Komus und msg systems AG Grafik: © Nadezda Razvodovska – Fotolia

Studie Status Quo Chemie Pharma

Status Quo Prozess- und IT-Management in der Chemie und Pharma-Branche

Wie sieht die aktuelle Praxis des IT- und Prozessmanagement in der Chemie/Life Science aus?

Welche Rolle spielen Compliance-Vorgaben (GxP) Welche Praktiken sind verbreitet? Welche erfolgreich?

Teilnahme ab 19.11.2012 unter www.status-quo-chemie-pharma.de

Teilnehmer erhalten ausführlichen Ergebnisbericht. Unter den Teilnehmern werden „BPM Best Practice“ und „Wikimanagement: Was Unternehmen von Social Media und Web 2.0 lernen können“ verlost.