Enterprise Solution Business

Enablers For SuccessHybrid-Agile Delivery Enablers for IT Projects

PMI 2017

About You – Show of Hands

Number of years managing IT Projects

< 5

< 10

< 15

15 +

About You – Show of Hands

Experience working with/on

Agile

Waterfall

Hybrid Agile

About You – Show of Hands

The vertical your current project in:Biotech

Energy

Education

Finance

Government

Healthcare

Manufacturing

Pharmaceutical

Telecom

(none – looking for my next project!)

About You

Challenges experienced with/on

Agile

Waterfall

Hybrid Agile

About Us

About Dravida Consulting

Founded in 2009

Focused on Education, Healthcare and Energy domains

Agency and Small Business Strategy Consulting

Product/Platform Development

Mani Dravida

Managing Partner

Jeff Johnson

Senior Program Manager

Our Focus Today

Discuss key enablers that support theHybrid Agile delivery approach for a new Enterprise

Solution

Why do Hybrid?

SF CRM Project-Overview

Project Vision: Build an integrated flexible CRM solution on the Salesforce Platform to replace legacy CRM systems to address consumer support and call-center management needs for 2 service delivery orgs.

Phase 1 Scope• Deliver a Salesforce CRM solution to replace the legacy CRM • Improve operational productivity and customer service levels from the call

center• Deliver key business benefits through integrations to core transaction

system for central contact mgmt.

Phase 2 Scope• Deliver SalesForce CRM solution to replace the legacy end-of-life custom

system• Include other agency products/services into scope based on business

priority and available time and resources

Hybrid-Agile Framework Deliverables

Enablers Agile Waterfall Benefit

Requirements Analysis X Clear Scope

Date Predictability

Structured Workplan X Clear Expectations

Date Predictability

Detailed Design X Scope control

Date Predictability

RTM/Change Control X Scope Control

Date Predictability

Iterative Development X Rapid Solution evolution

Early user feedback

Iterative User Test X Early User Feedback and training

Objective QA Testing X Higher quality solution

Date Predictability

Full UAT X X Final Solution Approval

Weekly stakeholder status X Status transparency

Rapid Issue Resolution

Business Alignment

Scrum Meetings X Rapid team Updates & Alignment

Lessons Learned X Better estimation & Planning for future

projects

Hybrid-Agile Framework Value

Enablers Stakeholder

Mgmt

Business

Value

Management

Control

Risk Mgmt Organizational

Learning

Requirements Analysis X X X X

Structured Workplan X X

Detailed Design X X X X

RTM/Change Control X X X X

Iterative Development X

Iterative User Test X X X

Objective QA Testing X

Full UAT X X X X

Weekly stakeholder status X

Scrum Meetings X

Lessons Learned X X

Business Benefit Focus

1. Strategic Technology Standardization

2. Platform Flexibility / Capability

3. Data Access / Reporting / Analysis Flexibility

4. Valuable Systems Integrations –Provide integrations that significantly increase operational efficiency and consumer value for call center and escalated workflow consumer support

• Common contact management with integration to consumer application systems

• PBX / IVR for call routing

5. Solution Re-Use & Leverage – Leverage Phase 1 as a solution foundation to support other agencies.

Agile Waterfall

X

X

X

X

X X*

Hybrid Agile – Best of both

Requirements Analysis

Design Coding Test Implementation/Deploy

• Requirements & Design for To Be Design Improvements &

Delivery Date Predictability

• Working product developed every Sprint

• System for continuous stakeholder feedback

• Independent / Objective QA Testing With User Involvement

CRM – Control & Communication Techniques & Tools

The following represents key regular project control meetings and tools.

1. CRM IT Team SCRUM meeting, 15-30 minutes, twice a week

2. Weekly Stakeholder status meeting, 30 minutes, once a week

3. Microsoft project plan for detail scheduling and tracking project progress.

4. Defect management tools like JIRA for project risk management.

5. Tools like Trello can support developer collaboration and task management

6. Tools like Signavio can support Process Flow & RTM Repository needs

14

Overall Status

ACTIVITIES RISK/ISSUE and MITIGATION

• Sprint 2 of development is completed and is now in QA for the first

test.

• Detailed Design is completed except for Archival data analysis.

RTM and all documentation will be completed for design by 3/31.

• Sprint 2 development is on track and will be completed by 4/4.

With RTM updates and a new documentation approach, QA issues

should be resolved by the end of next week (by 4/7)

• CRM data load received – all files decrypted now. Waiting for Server

environment by early next week to continue data analysis for Archival process

detailed design.

• Envt and process for code check in and check out planned for Sprint 3.

Risks Resolved:

1) Analyst resources were being pulled away from critical path project activities by operational

responsibilities (20% project, 80% operational). Management has realigned internal staffing and are now

both allocated > 50% to the CRM project.

2) Signavio design tool software licenses have been procured as of last week. Other analysts can now

access Requirements Traceability Matrix updates and maintenance.

Current Isssue:

1) We have about 60 issues with the first QA test cycle. Most issues are from gaps in the RTM. We had a

learning curve issue with how to document requirements in a way that supports Development and QA. We

have addressed these issues and should be back on track for Dev and QA by next week.

Phase/Timeline

Requirements

Design and Development

System Testing

Stakeholder Testing

User Training for Operational Readiness

Code Freeze and Deployment

2/22/2017

06/01/2017

1/10/2017

03/23/2017 06/12/2017

06/23/2017

2/23/2017

06/20/2017 07/11/2017

03/30/2017

07/12/2017 07/14/2017

04/05/2017

G

CRM - Project Control Techniques & Tools

• Mgmt Level View Of The Critical Path With

Achievements & Risks

CRM - Project Control Tools

• Detailed MS Project Plan For Tracking All Work With Accountability

• Trello – Daily Task Management Dev Team Tool

CRM - Project Control Techniques & Tools

CRM – RTM Control

• Signavio Design Tool – Integrated Process / Reqts Design

Documentation For Traceability Thru Development, QA and Solution

Conversion

Hybrid Tool Value Drivers

MS

Project

Plan

Status

Report

Signavio/Req

& Design

JIRA Trello

Project Control

- Predictability

X X

Project

Communication

– Stakeholder

Management

X X X

Scope & Change

Control – Risk

Management &

Biz Value

X X X

Quality

Assurance –

Business Value

X X

Discussion

Waterfall vs Agile

Horror Story/Phenomenal Success?

What would you change?

Hybrid Agile

Horror Story/ Phenomenal Success?

What would you change?