two years of applying kanban at sap: a report from the trenches (alexander gerber & martin...

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Two years of applying Kanban at SAP: a report from the trenches Alexander Gerber and Martin Engel, SAP AG November, 2013 Public

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You want to learn how to get from bad to best in just half a year with Kanban? Then this report is not for you. If, on the other hand, you are interested in how Kanban increases the chances in a team to focus on completing things, adapting practices constantly in accordance with the teams work context and within the few constraints defined by Kanban: then this talk might be for you. It is based on the experiences from a team looking back to more than two years of applying Kanban. The team is in charge of supporting a big development department (~2000 people) of Europe’s largest software company, with implementing lean/agile processes. In this session, we want to start with the reasons why our team switched from strict Scrum to Kanban. We will share with you how we tried to continuously improve the way we work (and how we sometimes failed) and what we changed in our Kanban system after improvement meetings (aka retrospectives): workflow, process policies, WIP limits, our metrics and more. We will show real artifacts (cumulative flow charts, run charts, our Kanban board), how they evolved over time, discuss how we used them and how they show effects of our improvement activities. We will also touch upon some drawbacks we experienced. Since we are also supporting implementation of Kanban in other teams with training and coaching, we’ll round up the session with some practical advices on Kanban introduction, based on what we have learned in the last 2–3 years.

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Page 1: TWO YEARS OF APPLYING KANBAN AT SAP: A REPORT FROM THE TRENCHES (ALEXANDER GERBER & MARTIN ENGEL) - LKCE13

Two years of applying Kanban at SAP: a report from the

trenches

Alexander Gerber and Martin Engel, SAP AG

November, 2013 Public

Page 2: TWO YEARS OF APPLYING KANBAN AT SAP: A REPORT FROM THE TRENCHES (ALEXANDER GERBER & MARTIN ENGEL) - LKCE13

© 2013 SAP AG. All rights reserved. 2 Public

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© 2013 SAP AG. All rights reserved. 3 Public

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© 2013 SAP AG. All rights reserved. 4

SAP touches

$16 trillion of consumer

purchases around the world.

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© 2013 SAP AG. All rights reserved. 5

Our customers produce more

than 82% of the coffee and

tea we drink each day.

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© 2013 SAP AG. All rights reserved. 7 Public

Our customers

produce more than

79% of the world’s

chocolate.

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© 2013 SAP AG. All rights reserved. 8 Public

www.sap.com

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© SAP 2013 | 10

Source: SAP

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© 2013 SAP AG. All rights reserved. 11 Public

About the Lean and Agile Core Team (LACT)

Spring 2008 – July 2013

8 – 10 members, ~7 permanently

Area: a big technology development unit (1500 – 2000

people)

LACT Goal (taken from our Wiki page):

Snapshot April 2010

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© 2013 SAP AG. All rights reserved. 12 Public

LACT working mode evolution: via Scrum to Kanban

? Project lead

Work streams (one person

in the driver seat)

Meetings for content work

Weekly sync meetings

Kaizen events

Support from Porsche

consulting

Product Owner, ScrumMaster

2 weeks sprints

Daily Scrum meeting

Planning, Review, Retrospective

User stories, tasks, capa planning

Sprint burndown chart

Physical board

First suggested April 2011; implemented

June 2011

Product Owner, “ScrumMaster”

Daily sync meeting

Review meeting

Planning for stories, no task planning in

the team, no capa planning

Retrospectives (well, often )

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© 2013 SAP AG. All rights reserved. 13 Public

Why Kanban?

Some explicit, agreed process framework was needed to manage team dynamics

Strict Scrum had some shortcomings

Planning overhead

Sprint as delivery cadence did not work for us (too much variance in the items we had to deal with)

Resulting in bad lead-time predictability

Board reset after sprint felt like waste

Fine-grained WIP limits, decoupled cadences, focus on flow and built-in continuous improvement

seemed promising

In the remainder we’ll walk you through our triggers for CI in our Kanban phase, the changes we

implemented as well as the results

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© 2013 SAP AG. All rights reserved. 15 Public

Deep-dive: Evolution of our Kanban Board

Based on the changes that our board

went through, we now show you how

the LACT team working mode

changed while adopting Kanban.

Triggers: mostly from retrospective

meetings

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© 2013 SAP AG. All rights reserved. 16 Public

Deep-dive: Evolution of our Kanban Board

Based on the changes that our board

went through, we now show you how

the LACT team working mode

changed while adopting Kanban.

Triggers: mostly from retrospective

meetings

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© 2013 SAP AG. All rights reserved. 17 Public

The Scrum Task Board we started with

The move towards Kanban was

triggered in a retrospective:

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© 2013 SAP AG. All rights reserved. 18 Public

Our Kanban Board: initial version (spring 2011)

The initial boad version was fine-tuned soon,

based on retrospective results

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© 2013 SAP AG. All rights reserved. 19 Public

Our Kanban Board: initial version (spring 2011)

The initial boad version was fine-tuned soon,

based on retrospective results

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© 2013 SAP AG. All rights reserved. 20 Public

Our Kanban Board, evolved version (fall 2011)

Subsequently, retrospectives led to a

continuously evolving board:

Avatars

Buffer column “To be reviewed”

Introduced “Waiting for External”

board section, with WIP limit 2

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© 2013 SAP AG. All rights reserved. 21 Public

Data for improvement: run chart

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© 2013 SAP AG. All rights reserved. 22 Public

Our Kanban Board, version 3 (fall 2012)

Analysis of long-running tickets, using the run

chart, led to further improvements:

Make preload explicit per team member

Special tickets for recurring tasks

Use avatars, and a personal WIP limit of 3

Make Lead Time explicit on each ticket:

one red dot per 20 days

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© 2013 SAP AG. All rights reserved. 23 Public

Our Kanban Board, final version (spring 2013)

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© 2013 SAP AG. All rights reserved. 24 Public

A word about the metrics we used

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© 2013 SAP AG. All rights reserved. 25 Public

LACT and coaching activities

Our approach: practice what you preach

(and even better: before you start preaching)

Sounds trivial, but it adds “street credibility”,

based on detail experience.

We wouldn’t offer Kanban workshops without

having used Kanban ourselves.

Adapt training content and approach

based on practical experiences.

From Scrum…

... to Kanban

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© 2013 SAP AG. All rights reserved. 26 Public

Our Kanban training approach

No massive rollout, just “word of mouth”

spread

Staggered training approach:

1. Short info session (2h)

2. Full-day workshop (1d)

3. Coaching (2-3 months)

We apply this approach since the beginning

(2011)

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© 2013 SAP AG. All rights reserved. 27 Public

Our Kanban training approach

No massive rollout, just “word of mouth”

spread

Staggered training approach:

1. Short info session (2h)

2. Full-day workshop (1d)

3. Coaching (2-3 months)

We apply this approach since the beginning

(2011)

Page 25: TWO YEARS OF APPLYING KANBAN AT SAP: A REPORT FROM THE TRENCHES (ALEXANDER GERBER & MARTIN ENGEL) - LKCE13

© 2013 SAP AG. All rights reserved. 28 Public

Our Kanban training approach

No massive rollout, just “word of mouth”

spread

Staggered training approach:

1. Short info session (2h)

2. Full-day workshop (1d)

3. Coaching (2-3 months)

We apply this approach since the beginning

(2011)

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© 2013 SAP AG. All rights reserved. 29 Public

Proven Practice: Triage Meeting

Triage Meeting: regular backlog clean-up

Effect is clearly seen in the Cumulative

Flow Diagram (CFD).

Most prominent effects in the “Themen-

speicher”, but also in later stages

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© 2013 SAP AG. All rights reserved. 30 Public

Proven Practice: Team Charter

Team-Charter explicit process policies

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© 2013 SAP AG. All rights reserved. 31 Public

Proven Practice: Malik’s Garbage Collection

“Systematische Müllabfuhr”-Meeting (à la Malik):

Regular cleaning of the backlog, deciding explicitly against topics

to be taken up or continued by the team.

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© 2013 SAP AG. All rights reserved. 32 Public

Summary and key points

Overwhelming success stories are rare (they may occur due to very specific context conditions like

experienced coach, background of involved people, type of work, etc. and are not easily repeated)

Applying Kanban does not automatically result in improvements

Even small, continuous improvements require hard work and a lot of discipline, perseverance and

relentlessness (discipline in the team requires buy-in in the first place)

But: don’t take this as discouraging news, it’s worth trying nonetheless! In the end, for LACT,

Kanban worked pretty well (as it does for an increasing number of teams at SAP)!

Page 30: TWO YEARS OF APPLYING KANBAN AT SAP: A REPORT FROM THE TRENCHES (ALEXANDER GERBER & MARTIN ENGEL) - LKCE13

Thank you

Contact:

Dr. Alexander Gerber

Development Project Manager

Dietmar-Hopp-Allee 16, 69190 Walldorf

+49 6227-747474

[email protected]

Dr. Martin Engel

Development Project Expert

TIP BIT User Interface

Dietmar-Hopp-Allee 16, 69190 Walldorf

+49 151 16810091

[email protected]

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Appendix

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© 2013 SAP AG. All rights reserved. 37 Public

Which core properties/practices did we implement?

Visualize workflow

Limit work-in-progress

Manage flow

Make process policies explicit

Improve collaboratively, evolve experimentally (using models and the scientific method)

(implement feedback-loops)

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© 2013 SAP AG. All rights reserved. 38 Public

© 2013 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.

The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

National product specifications may vary.

These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and

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the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other

countries.

Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.