PMO in an Agile World
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Wells Fargo has adapted its project management processes to align with agile methodologies using CA PPM and the SAFe framework to improve efficiency and governance. Key challenges addressed include optimizing capacity, ensuring appropriate spending, and managing change absorption amidst multiple acquisitions and regulatory shifts. The evolution towards agile practices has facilitated better project visibility and performance measurement, indicating ongoing improvements in project governance and delivery.
PMO in an Agile World
- 1. 1 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD PMO in an Agile World Agile Management Shane Schulte Wells Fargo Senior Project Portfolio Manager AMT04S @CAPPM #CAWorld
- 2. 2 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD © 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies. The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type of warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA. For Informational Purposes Only Terms of this Presentation
- 3. 3 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Abstract Existing PMO processes need to evolve in the changing Agile world and the SAFe framework for Agile practices provides a means to fine-tune these practices at an enterprise scale. In this session, hear how Wells Fargo is utilizing CA PPM with SAFe for their Agile processes and gain insights into scaling Agile across organizations while achieving the consistent methodology and project governance required of the PMO. Shane Schulte Wells Fargo Senior Project Portfolio Manager
- 4. 4 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Agenda WHY CA PPM WAS IMPLEMENTED KEY CHALLENGES SUMMARY IMMEDIATE ACTIONS INVESTING IN THE RIGHT THINGS DELIVERING CHANGE 1 2 3 4 5 6
- 5. 5 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Wells Fargo Home Mortgage America’s #1 Home Lender Project Management has always been a strength, but due to multiple acquisitions, including the largest bank acquisition in history, a housing crisis, a financial crisis, and major shift in financial regulatory policy, we needed more. Learn how Project Portfolio Management helped us focus on the right things, and how agile and scaled agile fundamentals has helped us drive towards substantial improvements in quality and productivity Shane Schulte Wells Fargo Home Mortgage Senior Project Manager
- 6. 6 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Critical Projects Large Expenditures Standard Project Methodology Rigorous Governance Procedures Wells Fargo Bank Wells Fargo Home Mortgage Loan Servicing Servicing Project Management Offices PMO Work Groups = agile team CA PPM Was Implemented by Wells Fargo Home Mortgage in 2013
- 7. 7 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Enterprise Perspective Was Only a Small (but Critical) Part of Servicing’s Portfolio 80% Of Projects Didn’t Require Enterprise Funding 95% Of Efforts Didn’t Require Formal Enterprise Audits Wells Fargo Bank Wells Fargo Home Mortgage Loan Servicing Servicing Project Management Offices PMO Work Groups = agile team
- 8. 8 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Our Challenges How much money are we spending? Are we investing in the right things? Are we optimizing our capacity? How well do we execute projects? Can the business absorb the change? Do we realize promised benefits? Wells Fargo Home Mortgage – Servicing Project Portfolio Management
- 9. 9 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Immediate Actions Wells Fargo Home Mortgage – Servicing Project Portfolio Management Track All Work – Big projects – Little Projects – Administrative – Resource Only – Big projects in CA PPM – Small projects in Excel, SharePoint, and home grown solutions – No support work tracked Categorize All Work – Regulatory – Mandatory – Strategic – Positive ROI – Project size, risk, costs – Evolving categories – Separate business case tool, no integrated reporting Track All Resources – ALL resources – ALL work – Allocations – Forecasts – Excel spreadsheets, SharePoint sites – Non standard roles – No clear understanding of demand or capacity PastConditions
- 10. 10 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Are We Investing in the Right Things? 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 1. Regulatory/Compliance 2. Mandatory-Infrastructure 3. Mandatory-Other 4. Strategy 5. Pos ROI 7. Other 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Regulatory Mandatory Strategy Pos ROI Uncategorized Other
- 11. 11 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Our Challenges Continued… How much money are we spending? Are we investing in the right things? Are we optimizing our capacity? How well do we execute projects? Can the business absorb the change? Do we realize promised benefits? Wells Fargo Home Mortgage – Servicing Project Portfolio Management
- 12. 12 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Servicing Project Management Office Multiple PMOs Several work groups Varied User Base Differing Methodologies Differing Effort Types – Projects – Enhancements – Maintenance Wells Fargo Bank Wells Fargo Home Mortgage Loan Servicing Servicing Project Management Offices PMO Work Groups = agile team
- 13. 13 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD How Well Do We Deliver Change? Wells Fargo Home Mortgage – Servicing Project Portfolio Management Requirements – More consistent unit of measure – Better description of value being delivery Development – Components to needed to build – Better estimating model Testing – First pass quality – Defects per tests – Measure rework AgilePerformance CA PPM ID Func Reqs. Det Reqs Design Dev Tests Defects Prod. Issues Duration PR0004993 6 143 143 143 143 30 0 4.25 PR0003879 7 109 109 109 109 3 3 8.15 PR0002689 7 143 143 143 143 15 0 14.71 PR0002250 2 38 38 38 38 3 0 19.18 PR0003532 2 89 89 89 89 0 0 12.15 PR0002350 8 25 25 25 25 0 0 17.51 PR0003946 8 173 173 173 173 4 0 9.07 PR0004829 4 6 6 6 6 0 0 1.50 110 1161 1161 97 4 200.00 Req. per Month 7.33 77.40 Test Success 91.65% 99.66% Hours per Req. 21.82 2.07 Testing Target 80-85% 99%+
- 14. 14 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD PMOs are now doing more Portfolio Management Low level project performance metrics are influencing how we structure efforts to ensure optimal benefits realization.
- 15. 15 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Data Don’t Lie Many people were skeptical of the information. This level of transparency was new. Significant effort was required to make our leaders comfortable with accuracy of the data. Now, they only want more. Focus on the Basics CA PPM and the practice of portfolio management is expansive and complex. Our journey has been successful in areas where we narrowly focused on improving a basic component. Maturity Takes Time While we are happy with the progress and accomplishments we’ve made to date, we realize the journey continues. Everyday is a new challenge. Remain focused on the fundamentals and change will stick Summary What Have We Learned?
- 16. 16 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Q & A
- 17. 17 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD Recommended Sessions SESSION # TITLE DATE/TIME AMT09S Using CA Project & Portfolio Management (CA PPM) to Align Projects with Strategy 11/19/2015 at 12:15 pm AMT10S Guiding Standardization Across the Enterprise at Disney Parks and Resorts 11/19/2015 at 3:00 pm AMT19S Panel Discussion: Migrating to 14.2; New Advanced Reporting 11/19/2015 at 4:30 pm
- 18. Must-See Demos Simplify your Application Portfolio CA PPM Theater - Agile Management Identify the Right Investments CA PPM Theater – Agile Management Align Resources to Meet Demand CA PPM Theater – Agile Management Business Transformation CA PPM Theater – Agile Management
- 19. For More Information To learn more, please visit: http://cainc.to/Nv2VOe CA World ’15