outsystems - a rad journey - nextstep americas 2015
TRANSCRIPT
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A RAD JourneyChief Technology Officer
Izak Joubert
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Agenda
• Introduction to NES Financial
• Life before Outsystems
• RADically Agile
• Lessons Learned
• Course Adjustments
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In a nutshell…
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About Us
Technology-enabled services for efficient back office administration of highly specialized financial transactions
Leading provider of industry-specific, custom solutions for EB-5 administration, 1031 exchanges, and escrow and fund administration
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Service Evolution
20051031
Exchanges
20081031
Programs
2010 Escrow Admin
2012EB-5
Admin
2013Client Trust Accounting
2014Fund
Admin
2015Loan Admin
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Products & Services Related
• Back Office (3)
• Treasury
• Customer Portals (3)
• Partner Portals
Internal Applications
• Billing
• Sales Operations
• Data Warehouse & Reporting
• Planning & Forecasting
Application Landscape
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Life before Outsystems
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Original Technology Stack
Life Before Outsystems
MS SQL Server Database(SP’s, Views, Triggers)
Business Layer(C# & CSLA Framework)
User Interface(ASP.NET, jQuery, 3rd Party)
DEV Tools
MS Visual StudioTeam Foundation ServerTest Automation Tools
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First Platform Attempt
• Java – MySQL based
• Carved out of an existing CRM solution
• Primarily a PaaS solution
• First application took 1 year to roll-out
• Disappointing results (functionality & performance)
• Completely disrupted the development organization
Life Before Outsystems
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Technology stack
Align with our competencies
Support our development
strategy
Easily accepted by customer
base
ImproveDEVOPS
capability
Lessons learned
Life Before Outsystems
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VendorMaturity
Long-termViability Competencies
Best Practices
Lessons learned
Life Before Outsystems
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• Small core team with domain & business expertise
• Supplemented with external development teams
• Minimize customizations & add-ons
Development Strategy
Life Before Outsystems
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• Consolidate data models into a single, cohesive structure• Reorganize business logic into highly reusable, shared
functional modules• Continue to maintain separate external facing & internal
applications built on the new business layer• Use workflow automation to promote consistency &
reduce errors
Architecture Strategy
Life Before Outsystems
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Technology Foundation
Supported our technology goals
Understood & accepted by our customer base
Reduced the “lock-in” problem
Life Before Outsystems
Platform Selection
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Technology Foundation
Supported our technology goals
Understood & accepted by our customer base
Reduced the “lock-in” problem
Vendor Qualification
Size & diversity of customer base
Professional services capability
Respected our evaluation process & pace
Life Before Outsystems
Platform Selection
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Technology Foundation
Supported our technology goals
Understood & accepted by our customer base
Reduced the “lock-in” problem
Vendor Qualification
Size & diversity of customer base
Professional services capability
Respected our evaluation process & pace
EvaluationProcess
Used available online training material
Built a working application
Tested usability, integration & performance
Life Before Outsystems
Platform Selection
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• Round 1 Re-implemented original BackOffice specification Incorporated POC application Added 50% more functionality 4 months to deliver
• Round 2 New Immigration Workflow application New EB5 Funds Administration application Customer Portal (OS Team) Mobile Portal (OS Team) New Sales, Billing & Planning modules
RAD & Agile
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• Developers lost momentum by jumping between projects
• Learning in one project leads to refactoring in other projects
• User support & feedback can become a fire hose
Lessons Learned
RAD & Agile
Do not take on too many projects at the same time
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• Design specs not ready when initiating projects
• Not properly able to manage the development team
• Did not maximize the value of the engagements
Lessons Learned
RAD & Agile
Understand the internal impact of outsourcing
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• On-site consulting is NOT a substitute for training
• Developing with the platform is NOT by itself RAD or Agile
Lessons Learned
RAD & Agile
Don’t underestimate the importance of proper training
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• Took on the BA role because we wanted to maintain momentum
• Created new or expanded functionality because it was easy and fast
• Did not clearly understand the transition from POC to MVP
Lessons Learned
RAD & Agile
Do not get ahead of businessDo not create solutions where there are no problems to solve
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• Enterprise agility…• Increased in-house BA resources• Improved requirements definition process• Re-designed DEV->QA->UAT process• Reworking architecture to improve scalability
Course Adjustments
RAD & Agile
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• Allow business time to embrace Agile & RAD
• Improve definition & testing processes
• Leverage OS expertise better
• Find and maintain the RIGHT speed
Conclusion
RAD & Agile