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World®
’16
SAFe Implementation	
Unicorns at	McKesson
Tim	Kelly - Executive	Director	of	Technology		
Heather	Wilson	- Sr.	Director	of	Portfolio	and	Program	Management
McKesson	
AMX44S
AGILE	MANAGEMENT
2 ©	2016	CA.	ALL	RIGHTS	RESERVED.@CAWORLD				#CAWORLD
©	2016	CA.	All	rights	reserved.	All	trademarks	referenced	herein	belong	to	their	respective	companies.
The	content	provided	in	this CA	World	2016	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 ©	2016	CA.	ALL	RIGHTS	RESERVED.@CAWORLD				#CAWORLD
Abstract
Join	this	session	to	learn	how	one	business	unit	at	McKesson	successfully	implemented	the	
Scaled	Agile	Framework	(SAFe)	and	added	unique	and	critical	components	including:	Happiness	
Metrics	(the	predictor	for	future	gamification	success);	Value	Stream	Sprint	Retrospectives	
(social	accountability	and	learning);	and	Financial	KPIs	(managing	the	Portfolio).
Tim	Kelly
Heather	
Wilson
McKesson
Executive	Director
Sr.	Director
4 ©	2016	CA.	ALL	RIGHTS	RESERVED.@CAWORLD				#CAWORLD
Agenda
INTRODUCTION	
THE	TEAM	&	TRANSFORMATION
CONCLUSION	
UNICORN:	PORTFOLIO
UNICORN:	MANAGING	THE	PROCESS
UNICORN:	METRICS	
1
2
3
4
5
6
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Introduction
Bruce	Lee	&	Unicorns
“Absorb what is useful, discard what is not.
Add what is uniquely yourown.” Bruce Lee
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The	Team	&	Transformation
McKesson	BPS	Technology	team	
– We’re	part	of	a	Fortune	Five	company
– The	systems	support	over	$19B	of	
healthcare	patient	transactions	and	
$650M	in	revenue	
– Our	customers	are	largely	internal	
Business	Owners
– Leveraging	Scaled	Agile	Framework	(SAFe)	
as	our	execution	model
§ Four	Trains,	23	scrum	teams	
§ Decentralized	teams
The	Team	Landscape
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The	Team	&	Transformation
Before	SAFe
41%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
Pre	SAFe
Very	Happy	or	Excited
§ Lack	of	good	measurement
§ Little	prioritization
§ Little	transparency	to	work	in	
progress
§ Stakeholders	not	engaged
§ Inability	to	plan	strategic	work
8 ©	2016	CA.	ALL	RIGHTS	RESERVED.@CAWORLD				#CAWORLD
The	Transformation
§ Transitioned	into	SAFe	35	weeks	ago
§ Certified	and	trained	our	leaders	and	teams
§ Partnered	with	CA	Technologies	
§ Made	the	transformation	budget	neutral
Transformation	to	SAFe
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The	Team	&	Transformation
Unicorn:	Leveraged	SAFe to	plan	&	execute	the	transformation
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Unicorn:	Portfolio
Attributes	to	Manage	the	Portfolio
0
100
200
300
400
500
600
700
800
900
1000
$0
$20,000
$40,000
$60,000
$80,000
$100,000
$120,000
$140,000
$160,000
Feature	Points Budgeted	Revenue
§ Follow	SAFe Portfolio	
Kanban	
§ Currency	is	Feature	
Point
§ Added	attributes	for	
each	Feature	
– Customer
– Investment	Category	
– Size
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0.00
100.00
200.00
300.00
400.00
500.00
600.00
700.00
800.00
900.00
1000.00
Feature	Points	by	Investment
Mait Short	Term Strategic Cost	Savings TBD
Maintenance
53%
Short	Term
21%
Strategic
16%
Cost	Savings	
10%
Investment	Category
Maintenance	 Short	Term Strategic Cost	Savings	
Unicorn:	Portfolio
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PI		– 10	weeks
PI	– 8	weeks
PI	- 6	weeksPI	-4	weeks
PI	– 2	weeks
Unicorn:	Managing	the	Process
Leverage	SAFe Lifecycle	to	Manage	the	Process
§ Product	Managers	update	Product	Vision
§ Top	ten	features	are	prioritized	ahead	
of	time	using	WSJF
§ RTE	has	prepared	and	announced	
events,	agenda,	attendance,	venue
§ Product	Management	decomposes	
Initiatives	into	Features,	as	capacity	
allows
§ Product	Managers	refine	the	features	&	roughly	scope	
the	upcoming	PI
§ Teams	determine	%	needed	for	unplanned	work
§ Program	Stakeholders	are	Engaged
§ Portfolio	Steering	Committee	meeting
§ Program	backlog	is	ready	and	socialized	with	
Product	Owners
§ Product	owners	have	team	backlogs	refined	and	
ready
§ Product	Managers	update	the	product	roadmap	and	
finalize	the	feature	list
§ PI	planning:	
§ Teams	plan&	commit
§ Business	Value	is	collected
§ Vision	presentation	is	ready	and	
reviewed	prior	to	event
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Unicorn:	Managing	the	Process
§ Organizational	Sprint	
Retrospectives	
§ Collaboration	Tools
Practices	to	Manage	the	Process
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Unicorn:	Metrics
Key	Performance	Indicators
89%
92%
98%
102%
109%
92%
95%
87%
107%
99%
83%
94%
0% 50% 100% 150%
PM	Sol
IT
BI
ES
Business	Value	Delta
Dolphins Cubs Braves
88%
93%
94%
93%
96%
97%
98%
97%97%
82%
84%
86%
88%
90%
92%
94%
96%
98%
100%
Quality	ProductivityAcceptance
15 ©	2016	CA.	ALL	RIGHTS	RESERVED.@CAWORLD				#CAWORLD
Unicorn:	Metrics
SAFe and	Happiness	
41%
53%
67%
63%
59%
76%
67%67%
70%
60%
0%
10%
20%
30%
40%
50%
60%
70%
80%
Pre	SAFe Program	Train BPS	Tech BPS	Business
Very	Happy	or	Excited
Braves Cubs Dolphins
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Conclusion
COME	TOGETHER	AS	A	LEADERSHIP	TEAM
CREATE	PORTFOLIO	GUIDANCE	
INVEST	IN	YOUR	CULTURE	AND	METRICS
17 ©	2016	CA.	ALL	RIGHTS	RESERVED.@CAWORLD				#CAWORLD
Questions?
18 ©	2016	CA.	ALL	RIGHTS	RESERVED.@CAWORLD				#CAWORLD
Stay	connected	at	communities.ca.com
Thank	you.

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SAFe Implementation Unicorns at McKesson