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Agile Analysis on an Enterprise Scale
January 2013
Presentation to IIBA
Contents




© BJSS Limited 2013   Commercial in Confidence   2
About BJSS



                                                            eeds,
                                                  Y  ork, L
                                         , New
                               ondon rby
                      s in L               e              onally
          •    Office ster and D                  ternati
               Manc
                      he                 ly & in staff
                            na  tional          ical
            • O  perate class techn                                    tems
                   0+fir   st                                 t & Sys
             • 38 ialists in:                          pmen
                    ec                        Develo
              • Sp                  ation                          esting
                          Applic ion                       ical T
                                    at                 chn
                           Integr nal and Te                               ategy
                              unctio l Markets                    o gy str
                       F               ia                 chnol
                        F     inanc            re  and te
                                      tructu                          chnic
                                                                            al
                             Infras ifecycle                 a nd Te
                                  ect L                ment
                         ll Proj ect Manage
                • Fu                j                                Testin
                                                                            g
                           Pro tecture                      nt and
                                Archi                 opme
                                       ign,   Devel d Support
                            Des tenance an pproach
                                      in                  a
                             Ma rprise Agile
                                  Ente                 odel           ystem
                         BJSS               ivery m ce global s
                   •               le del              ri
                    •     Flexib s in fixed p
                               cces
                     • Su eries
                            deliv




© BJSS Limited 2013   Commercial in Confidence                                     3
BJSS Enterprise Agile – Why?




       Businesses like Agile
                                                               Individuals and interactions
                                                                Individuals and interactions
                                                               over processes and tools
                                                                over processes and tools
         - Highly flexible
         - Early deliverables
                                                               Working software over
                                                                Working software over
                                                               comprehensive documentation
                                                                comprehensive documentation

                                                               Customer collaboration over
                                                                Customer collaboration over
                                        There are concerns     contract negotiation
                                                                contract negotiation
                                       - No agreed end date
                                       - Work until complete   Responding to change over
                                                                Responding to change over
                                       - No agreed plan        following a plan
                                                                following a plan

                                                                        Agile Manifesto, 2001
                                                                        Agile Manifesto, 2001


© BJSS Limited 2013   Commercial in Confidence                                                  4
BJSS Enterprise Agile



                 Heavyweight                              Lightweight




                                                 ??
                              RUP                     Scrum    Kanban


        An approach balancing Enterprise delivery with Agility

© BJSS Limited 2013   Commercial in Confidence                          5
BJSS Enterprise Agile




© BJSS Limited 2013   Commercial in Confidence   6
Case Study #1




                                  Challenge:
                                   Challenge:
                              Global Oil Deal pricing
                              Global Oil Deal pricing



                                Real-time:
                                 Real-time:
                       100k trade valuations per day
                        100k trade valuations per day



                           Team:
                            Team:
            40+ BJSS resources on-site over 33years
             40+ BJSS resources on-site over years




© BJSS Limited 2013   Commercial in Confidence          7
Case Study #2




                              Challenge:
                              Challenge:
                Develop a faster, cheaper and more
                Develop a faster, cheaper and more
                   efficient healthcare database
                    efficient healthcare database


                          Real-time:
                           Real-time:
            Transfer 3bn Messages Per Year / /1,500
             Transfer 3bn Messages Per Year 1,500
                     messages Per Second
                      messages Per Second


                                  Team:
                                   Team:
                       20+ BJSS Resources on site
                        20+ BJSS Resources on site
                         (PM, BA, Lead, Dev, Test)
                          (PM, BA, Lead, Dev, Test)




© BJSS Limited 2013   Commercial in Confidence        8
Case Study #3




                              Challenge:
                              Challenge:
                            Metals Trading
                             Metals Trading
                  Front to back system replacement
                   Front to back system replacement


                        Scalable:
                          Scalable:
       Need to cope with valuations of many different
       Need to cope with valuations of many different
                        trade types
                         trade types

                           Team:
                            Team:
         100+ Resources, 10 Dev Cells in 7 locations
          100+ Resources, 10 Dev Cells in 7 locations
            BJSS in key roles, but many suppliers
             BJSS in key roles, but many suppliers
                          involved
                           involved




© BJSS Limited 2013   Commercial in Confidence          9
What We Favour




© BJSS Limited 2013   Commercial in Confidence   10
Following a Plan vs. Responding to Change


                            A successful Elaboration can reduce project risk…
                            A successful Elaboration can reduce project risk…




© BJSS Limited 2013   Commercial in Confidence                                  11
Risk First Approach Requires Analysis

    Inception
         Project Initiation
          Project Initiation                 Solution Outline
                                              Solution Outline
            Document
             Document

    Elaboration
              Functional
               Functional                    Non-Functional
                                              Non-Functional
              Catalogue
               Catalogue                     Requirements
                                              Requirements

            Test Strategy
             Test Strategy                         System
                                                    System
                                                 Architecture
                                                  Architecture

    Construction
             Functional
              Functional                            Code
                                                     Code
             Description
              Description

    Transition
              Developers
               Developers                        Operations
                                                  Operations
                Guide
                 Guide                             Guide
                                                    Guide



© BJSS Limited 2013   Commercial in Confidence                   12
Interactions Over Processes

 • We favour face to face communication




 • …but it doesn’t always scale




© BJSS Limited 2013   Commercial in Confidence   13
Interactions Over Processes

 • A strong team may self organise
 • But teams of teams don’t!




© BJSS Limited 2013   Commercial in Confidence   14
Cell Based Delivery



                                                          Project Management
                                                          Project Management
                                                 (Development Manager / /Test Manager)
                                                  (Development Manager Test Manager)

                                                             Architecture
                                                              Architecture
                                                   (Functional / /Technical Architect)
                                                    (Functional Technical Architect)

          Development Cell
           Development Cell                               Development Cell
                                                           Development Cell          Development Cell
                                                                                      Development Cell
              (Analysts / /
               (Analysts                                      (Analysts / /
                                                               (Analysts                 (Analysts / /
                                                                                          (Analysts
         Developers / /Testers)
         Developers Testers)                             Developers / /Testers)
                                                         Developers Testers)        Developers / /Testers)
                                                                                    Developers Testers)



                                                           Technical Testing
                                                            Technical Testing




© BJSS Limited 2013   Commercial in Confidence                                                               15
Multi Component Architecture

 • But delivery emphasis is on features rather than components




© BJSS Limited 2013   Commercial in Confidence                   16
Business Architecture




                                            Vision
                                             Vision       Goals
                                                           Goals             Values
                                                                              Values




                                                      Organisational
                                                       Organisational
                                     Organisation
                                     Organisation         Units
                                                                         Business Actors
                                                                          Business Actors
                                                           Units


                                                                           Business
                                                                            Business
                                                      Enterprise Data
                                                       Enterprise Data
                              Business Processes
                              Business Processes          Models
                                                           Models
                                                                           Processes
                                                                            Processes
                                                                            Models
                                                                             Models




© BJSS Limited 2013   Commercial in Confidence                                              17
Working Software Over Comprehensive Documentation




© BJSS Limited 2013   Commercial in Confidence       18
Documentation – Get the Balance Right




© BJSS Limited 2013   Commercial in Confidence   19
Requirements Evolve



                                                 “As an Accountant, I want to calculate my
                                                 postings at Month End so that…”



                                                              “… Except when”




                                                                            “And actually!”




© BJSS Limited 2013   Commercial in Confidence                                                20
Agile Analysts Shouldn’t Just Write Stories



                                                       Business process should not be ignored


                                 Use Case Diagram        Activity Diagram    Sequence Model     Class Model




                                                             Sets context for UAT and more


                                                                            Workaround                  Feature
                                             UAT Scripting                   planning                 management




© BJSS Limited 2013   Commercial in Confidence                                                                     21
Requirements Management




© BJSS Limited 2013   Commercial in Confidence   22
Tools for Traceability

     BA Facing ––Input and Management…
      BA Facing Input and Management…                         Client Facing - -Acceptance
                                                               Client Facing Acceptance




                                                 Repository




© BJSS Limited 2013   Commercial in Confidence                                              23
Agile Testing Quadrants

                                                                          Business Facing     Manual
                                                 Automated                                     Manual
                                                                                              Manual
                                                                                               Manual
                                                  Automated
                                                 Automated
                                                  Automated
                                                  & Manual
                                                   & Manual
                                                  & Manual
                                                   & Manual




                                                    Supporting the Team




                                                                                                  Critique Product
                                                   Automated
                                                    Automated
                                                   Automated
                                                    Automated                                 Tools
                                                                                               Tools

                                                                          Technology Facing



                        Develop a balanced test strategy in the Elaboration Phase
                        Develop a balanced test strategy in the Elaboration Phase

© BJSS Limited 2013   Commercial in Confidence                                                                       24
Incremental Acceptance




                               Feature                       Feature                          Feature

                                      Feature              Feature                         Feature

                               Feature           Feature               Feature   Feature             Feature




© BJSS Limited 2013   Commercial in Confidence                                                                 25
Recap




© BJSS Limited 2013   Commercial in Confidence
Don’t Lose Sight of the Bigger Picture




© BJSS Limited 2013   Commercial in Confidence   27
Documentation: Necessary & Sufficient




© BJSS Limited 2013   Commercial in Confidence   28
Scale Teams for Success




© BJSS Limited 2013   Commercial in Confidence   29
Be Pragmatic




                                    Be pragmatic, avoid the religion,
                                   don’t throw out everything you know


© BJSS Limited 2013   Commercial in Confidence                           30
Thank You!

                                                Questions?




© BJSS Limited 2012 Commercial in Confidence

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Agile Analysis on an Enterprise Scale

  • 1. Agile Analysis on an Enterprise Scale January 2013 Presentation to IIBA
  • 2. Contents © BJSS Limited 2013 Commercial in Confidence 2
  • 3. About BJSS eeds, Y ork, L , New ondon rby s in L e onally • Office ster and D ternati Manc he ly & in staff na tional ical • O perate class techn tems 0+fir st t & Sys • 38 ialists in: pmen ec Develo • Sp ation esting  Applic ion ical T at chn Integr nal and Te ategy unctio l Markets o gy str  F ia chnol  F inanc re and te tructu chnic al  Infras ifecycle a nd Te ect L ment ll Proj ect Manage • Fu j Testin g  Pro tecture nt and Archi opme ign, Devel d Support  Des tenance an pproach in a  Ma rprise Agile Ente odel ystem BJSS ivery m ce global s • le del ri • Flexib s in fixed p cces • Su eries deliv © BJSS Limited 2013 Commercial in Confidence 3
  • 4. BJSS Enterprise Agile – Why? Businesses like Agile Individuals and interactions Individuals and interactions over processes and tools over processes and tools - Highly flexible - Early deliverables Working software over Working software over comprehensive documentation comprehensive documentation Customer collaboration over Customer collaboration over There are concerns contract negotiation contract negotiation - No agreed end date - Work until complete Responding to change over Responding to change over - No agreed plan following a plan following a plan Agile Manifesto, 2001 Agile Manifesto, 2001 © BJSS Limited 2013 Commercial in Confidence 4
  • 5. BJSS Enterprise Agile Heavyweight Lightweight ?? RUP Scrum Kanban An approach balancing Enterprise delivery with Agility © BJSS Limited 2013 Commercial in Confidence 5
  • 6. BJSS Enterprise Agile © BJSS Limited 2013 Commercial in Confidence 6
  • 7. Case Study #1 Challenge: Challenge: Global Oil Deal pricing Global Oil Deal pricing Real-time: Real-time: 100k trade valuations per day 100k trade valuations per day Team: Team: 40+ BJSS resources on-site over 33years 40+ BJSS resources on-site over years © BJSS Limited 2013 Commercial in Confidence 7
  • 8. Case Study #2 Challenge: Challenge: Develop a faster, cheaper and more Develop a faster, cheaper and more efficient healthcare database efficient healthcare database Real-time: Real-time: Transfer 3bn Messages Per Year / /1,500 Transfer 3bn Messages Per Year 1,500 messages Per Second messages Per Second Team: Team: 20+ BJSS Resources on site 20+ BJSS Resources on site (PM, BA, Lead, Dev, Test) (PM, BA, Lead, Dev, Test) © BJSS Limited 2013 Commercial in Confidence 8
  • 9. Case Study #3 Challenge: Challenge: Metals Trading Metals Trading Front to back system replacement Front to back system replacement Scalable: Scalable: Need to cope with valuations of many different Need to cope with valuations of many different trade types trade types Team: Team: 100+ Resources, 10 Dev Cells in 7 locations 100+ Resources, 10 Dev Cells in 7 locations BJSS in key roles, but many suppliers BJSS in key roles, but many suppliers involved involved © BJSS Limited 2013 Commercial in Confidence 9
  • 10. What We Favour © BJSS Limited 2013 Commercial in Confidence 10
  • 11. Following a Plan vs. Responding to Change A successful Elaboration can reduce project risk… A successful Elaboration can reduce project risk… © BJSS Limited 2013 Commercial in Confidence 11
  • 12. Risk First Approach Requires Analysis Inception Project Initiation Project Initiation Solution Outline Solution Outline Document Document Elaboration Functional Functional Non-Functional Non-Functional Catalogue Catalogue Requirements Requirements Test Strategy Test Strategy System System Architecture Architecture Construction Functional Functional Code Code Description Description Transition Developers Developers Operations Operations Guide Guide Guide Guide © BJSS Limited 2013 Commercial in Confidence 12
  • 13. Interactions Over Processes • We favour face to face communication • …but it doesn’t always scale © BJSS Limited 2013 Commercial in Confidence 13
  • 14. Interactions Over Processes • A strong team may self organise • But teams of teams don’t! © BJSS Limited 2013 Commercial in Confidence 14
  • 15. Cell Based Delivery Project Management Project Management (Development Manager / /Test Manager) (Development Manager Test Manager) Architecture Architecture (Functional / /Technical Architect) (Functional Technical Architect) Development Cell Development Cell Development Cell Development Cell Development Cell Development Cell (Analysts / / (Analysts (Analysts / / (Analysts (Analysts / / (Analysts Developers / /Testers) Developers Testers) Developers / /Testers) Developers Testers) Developers / /Testers) Developers Testers) Technical Testing Technical Testing © BJSS Limited 2013 Commercial in Confidence 15
  • 16. Multi Component Architecture • But delivery emphasis is on features rather than components © BJSS Limited 2013 Commercial in Confidence 16
  • 17. Business Architecture Vision Vision Goals Goals Values Values Organisational Organisational Organisation Organisation Units Business Actors Business Actors Units Business Business Enterprise Data Enterprise Data Business Processes Business Processes Models Models Processes Processes Models Models © BJSS Limited 2013 Commercial in Confidence 17
  • 18. Working Software Over Comprehensive Documentation © BJSS Limited 2013 Commercial in Confidence 18
  • 19. Documentation – Get the Balance Right © BJSS Limited 2013 Commercial in Confidence 19
  • 20. Requirements Evolve “As an Accountant, I want to calculate my postings at Month End so that…” “… Except when” “And actually!” © BJSS Limited 2013 Commercial in Confidence 20
  • 21. Agile Analysts Shouldn’t Just Write Stories Business process should not be ignored Use Case Diagram Activity Diagram Sequence Model Class Model Sets context for UAT and more Workaround Feature UAT Scripting planning management © BJSS Limited 2013 Commercial in Confidence 21
  • 22. Requirements Management © BJSS Limited 2013 Commercial in Confidence 22
  • 23. Tools for Traceability BA Facing ––Input and Management… BA Facing Input and Management… Client Facing - -Acceptance Client Facing Acceptance Repository © BJSS Limited 2013 Commercial in Confidence 23
  • 24. Agile Testing Quadrants Business Facing Manual Automated Manual Manual Manual Automated Automated Automated & Manual & Manual & Manual & Manual Supporting the Team Critique Product Automated Automated Automated Automated Tools Tools Technology Facing Develop a balanced test strategy in the Elaboration Phase Develop a balanced test strategy in the Elaboration Phase © BJSS Limited 2013 Commercial in Confidence 24
  • 25. Incremental Acceptance Feature Feature Feature Feature Feature Feature Feature Feature Feature Feature Feature © BJSS Limited 2013 Commercial in Confidence 25
  • 26. Recap © BJSS Limited 2013 Commercial in Confidence
  • 27. Don’t Lose Sight of the Bigger Picture © BJSS Limited 2013 Commercial in Confidence 27
  • 28. Documentation: Necessary & Sufficient © BJSS Limited 2013 Commercial in Confidence 28
  • 29. Scale Teams for Success © BJSS Limited 2013 Commercial in Confidence 29
  • 30. Be Pragmatic Be pragmatic, avoid the religion, don’t throw out everything you know © BJSS Limited 2013 Commercial in Confidence 30
  • 31. Thank You! Questions? © BJSS Limited 2012 Commercial in Confidence