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This proposal outlines a comprehensive plan to develop a new settlement product for our customer, Vinay Aggarwal. Key elements include identifying dependencies, establishing a robust communication plan, understanding business drivers, and navigating development constraints. We aim to address challenges such as limited test automation, knowledge gaps, and time zone differences through a distributed agile development approach. Our solution emphasizes collaboration, agile practices, and quality delivery, ensuring that we meet customer needs while managing costs and risks.
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Proposal for Customer Vinay Aggarwal
Agenda • Dependencies • Communication Plan • Golden Rules of Development • Cost • Business Drivers • Development Constraints • Challenges • Solution and Approach • Enabling Customer • Delivery Plan • Staffing Plan • Release Timelines • Measuring Health Check • Risks • Assumptions
Customer’s Business Drivers Business Need • New settlement product to be developed Request from Customer • Augment capacity from off-shore
Development Constraints • Scope not known at this stage • Forward looking technology – yet to be identified • End users spread across Europe and Australia • Increased complexity - Integration with existing products • Existing products have very limited test automation (code coverage 20%) • Engineering practices not automated (e.g. build, test automation) • No prior experience of customer in modern development methodologies • Limited Subject Matter Expertise
Challenges • Existing Development Constraints • Additional challenges : Offshore • Geography • Time zones • Culture • Different standards • Shared ownership? • Knowledge gap (technology and business)
Offshore IT engineers : knowledge workers • This means they are motivated by: • Responsibility • Involvement in decision making • Problem solving • Technical excellence • Delivering quality • Influencing your own environment • Personal development • …. • Just like UK employees! It is these factors that we can connect on, despite known challenges and any other differences.
Mixing both worlds: killer combination Agile hyperproductivity and quality combined with offshoring benefits: • Focus on Business Value only • Close collaboration of Technology and Business • Availability of talent • Scaling up/down with knowledge retention • Software excellence, Build Quality In • Teams - Equal partner in success • Faster to market, cutting the waste • Business sustainability • Cost reduction Solution: Fully Distributed Agile
Enabling Customer : Coaching • 2 Days of Agile training/workshop in London for customer’s key stakeholders including members from development team • Focus on : • Benefits • How Distributed Scrum solves current business problems • How it cuts waste, builds in quality, delivers business value • How it gives long terms sustainable business, champions software excellence • How it works and what it takes to work • Responsibility and obligations : both sides
Delivery Plan : Project Phases * Number of Sprints are indicative; actual to be determined once prioritized backlog is ready
Delivery : Every 2 Weeks 2 weeks Daily Collaboration Prioritized Product Backlog Sprints Backlog Scoped-in User Stories Working Software Shippable Running Tested Features • Agile means: • Multidisciplinary teams (5-6 members) • Business sets priorities • Working in small increments • Very high transparency • Close communication • Focus on quality • Focus on added business functionality • Motivated people
Phase 1 : POC Co-location * 0.5 is average for Manager
Phase 1 : PoC • Build One Team : Shared product vision, roadmap and responsibility • Technology, Architecture : Brainstorm, identify, start building • Features: Validate technology, deliver 3 priority features • Set up Common Development Environment and scrum tooling • Proposed Technology working well, Architecture base-lined • 2 Features delivered and proves technology working well • Product Roadmap, defined and well understood • Team dynamics, One team feeling, Intense Collaboration • Shared responsibility and collective ownership, team’s are confident • Development environment: Set up; Best Engineering practices: In Place
Roadmap of PoC Phase Sprint 1 Sprint 2 Sprint 3 • Start developing person repo • Have shared Product Vision and Roadmap • Continue to learn domain • Full understanding of existing Technology • Have fairly good understanding of products to be integrated • Start building chosen Architecture • Start using common practices, Refine • Refine technical environment and tooling • Start using Common Wiki, e-Scrum tool • Product Backlog ready for next 2 sprints at least, well understood • Demonstrate 2 small features end to end • Identify 1 major feature, start developing it • Informal meetings (e.g. Dinner Together) • Prioritized Product backlog ready • Continue to learn domain on the job • User stories related to product integration available and understood • Evolve Architecture and freeze • Definition of done working well • Technical env. and tooling working well • Common Wiki, Common e-Scrum tool delivering value • Demonstrate 1 major feature end to end • Validate distributed setup from India; engage 4th developer who is joining team from 4th sprint • Celebrate success of PoC • Handshake, Ice-breaking, Know stakeholders • Explain Product Vision and Roadmap • Start knowing business domain • Understand existing Technologies • Understand products to be integrated • Evaluate Technology, Architecture • Establish definition of done • Setup technical environment, tooling, engineering practices (TDD, CI, shared code repository, build automation, Sonar) • Set up Common Wiki, Common electronic Scrum tool such as Mingle or Jira with GreenHopper • Identify 2 small features, start working on them • Read product documents • Start building product backlog, break down requirements into Epics/ User stories by PO • Trust building, Relationship building • Informal meetings (e.g. Lunch Together)
Phase 2 : Roller Coaster Development Sprint 4 Sprint 5 • India team starts working from off-shore - Fully Distributed Scrum • Scale India team up with 1 Developer • Distributed Stand-up, Planning, Retro • Close collaboration with London team using digital tools and electronic media • Skype, Video conference, Online Meetings, Desktop sharing, Telephone, email, FTP • Bridging distance • Additional Scrum Practices: • Local stand up, Pre-planning, Local Retro (all time boxed) • Taking maturity of distributed scrum to next level • London team to co-locate with India team • Refine distributed scrum practices, Iron out gaps (if any) • Opportunity for London team and new India team member to work closely, know each other, build relations, develop repo
Update Scrum board Update Scrum board 8:00 9:00 10:00 10:00 11:00 11:00 TIME LINE TIME LINE 12:30 12:00 13:00 13:00 14:00 14:00 15:00 15:00 16:00 16:00 17:00 17:00 17:00 18:00 Stand up Stand up Local standup A Day in Distributed Product Development India London, UK
Phase 2 : Roller Coaster Development Sprint 6 Sprint 9 • Team continues to work in distributed mode, delivering value every sprint • Running Tested Features getting ready as per business priority • End of 6th Sprint: Team invites SMEs to demonstrates knowledge of domain and product; helps refine product, further develops shared vision • End of 7th Sprint, check feasibility of: • alpha release where end users from Europe, Australia start using the product; give feedback • travel needs (may be 1 week travel of SM or PM) if it helps • Constant co-location required to ensure team bonding and collaboration remains at highest level • End of Sprint 9: Beta release – all SMEs and End Users to start using software
Phase 3 : Roll Out Sprint 10 Sprint 11 10.1 10.2 11.1 11.2 • Co-locate 1 India team member (Senior) at London • PO to be well prepared and 100% dedicated during • All SMEs and End Users in Europe, Australia to start using the product actively, close collaboration with PO • Strongly recommend daily meeting among PO, SMEs and End Users • PO to analyse feedback, add to backlog, prioritize based on business value • Team to fix and fine tune product as early as they receive feedback from PO • Advantage: Time difference between India and UK • Ensure full availability of entire team • Suggestions, enhancements to be parked for Phase 4 (BAU) • Check feasibility of: • Sprint 10/ 11 : Mini internal sprints of 1 week each 10.1, 10.2, 11.1, 11.2 • Kanban • When to Push code to Beta Staging: every week, twice a week • Scale down of India team by 1 member: really needed?
Staffing Plan • Talent Spread Over 11 Sprints PoC Phase Roll Out
Location Wise Staffing Plan India Team Member Customer Developer Customer PO
Role # To start from 4th Sprint * These Roles are not full time, involvement varies from phase to phase
Release Timelines 18 Weeks 4 Weeks Incremental Release to Staging Beta Release Production Release
Success • PM to define success criteria together with customer at the beginning • Success Criteria to be as objective as possible; measured regularly and shared with stakeholders transparently • Factors impacting success: • Shared and accessible environment for all development work • Initial colocation and regular travel afterwards for short period across locations • Accessible Product Owner or his proxy during the sprint • Regular communication; setup to enable team members communicate across locations in easy manner on a regular basis
Measuring Health Check Quality and Processes
Measuring Health Check Customer and Business Team Related • Team Related • General Team dynamics • Clear understanding of Business goals of the user stories by the team members • Independent Capability of feature development by India team
Assumptions • After Agile Coaching, Customer understands Scrum reasonably well and also committed to fulfil his obligations • One Subject Matter Expert to be dedicated for development team as per expectations of Agile PO role • Key assumptions from PO : • Liaison with other SMEs and end users; know their perspective well • Ensure entire Product backlog is ready before end of PoC phase • Ensure only Prioritized requirements are scoped-in in sprints • Formally accept the Epics/Stories once demonstrated as per his satisfaction • Regular participation in the Scrum practices including planning and demo is must • Provide direct and upfront feedback in timely manner • Beta Release: Customer to free up SMEs and End Users in Europe, Australia during beta release; ensure they participate on priority and are dedicated (almost!) Continued…
Assumptions • Hosting and deployment needs are not covered in this proposal; we will share our experience and give recommendations; procurement of any 3rd party software or environment (e.g. cloud) is responsibility of customer • Dependencies on market adapters to be resolved quickly, on priority • Customer to provide: • Graphic design material as needed • Production test data • Access to Integrated test environment, Staging environment, Production env (before roll out phase) • Access to test environment of other products to be integrated (market adapters) • Financial customers usually have very secure development environment; assumed access to all necessary environment and platforms will be provided • Customer to enter into relationship of open communication; treat India team equally to your own staff; participate in demos as much as possible
Dependencies • Subject matter experts • End users • Market adapters
Golden rules of development • Allow easy removal or disabling of incomplete features • Reduced Feature Coupling • Never Gold Plate – develop user story just enough to meet the business goal • Good number of information radiators like burn down chart, digital scrum-board etc. so that everyone is aware of sprint progress • Ensure changes, feedback gets added to product backlog and prioritized • Celebrate small success and celebrate together
Cost • Approx. cost of development: < $ xyz> • Offshore Blended Rate: < $ 20-28/hour> • Onsite Blended Rate: <$ 60-70/hour> • Exclusions: • Cost of customer agile coaching • Travel cost (airfare + accommodation) on actuals * Refer appendix for details on cost calculations
Let’s Deliver… Thank You! *Relationships are precious*
Appendix : Justifying cost of project manager • Conversation partner at overall engagement level • Process owner: Make sure Agile works and delivers value for all parties • Meta Scrum Master – resolve impediments beyond scrum master’s control • May act as Agile coach as and when required • Facilitate cultural assimilation • Take feedback every sprint and sync with stakeholders, team • Status report on business metrics (health check indicators) • Facilitate discussion between team, customer stakeholders, market adapters, as appropriate • Direct feedback to the customer • First point of escalation • Administrative Responsibilities: Contract Management, Resourcing, Invoicing, Forecasting, plan for knowledge build up and knowledge retention