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									         “The Dancing Agile Elephant”

                   IBM Software Group’s Transition to Agile
                                    and
                                Lean Development
                                                                   Sue McKinney
                                                                    Vice President,
                                                        Development Transformation
                                                               IBM Software Group
                                                             mckinnes@us.ibm.com

Agile Leadership Summit – November 14th, 2008 Orlando
Agenda…


                        1       Software Group Dynamics


                        2       The “How”


                        3       Sustainability


                        4       Summary




Agile Leadership Summit – November 14th, 2008 Orlando
    Software Group Dynamics




Agile Leadership Summit – November 14th, 2008 Orlando
Business and Operational Dynamics
       • Innovating the business to differentiate and capture new value

       • Heighten responsiveness and closer linkage to our customers

       • Improve Time to Value



       • Better workload management

       • Improve Quality

       • Improve project development cycle times

       • Improve predictability on schedule

       • Making better use of resources to be more productive

Agile Leadership Summit – November 14th, 2008 Orlando
A Global Team of IBM Software Group Developers

                                                                                                                   US                    11,000
                                                                                                                   Canada                 3,500
                                                                                                                   Latin America            100
                                          Andover                     Edinburgh        Hursley                     EMEA                   3,900
         Pittsburgh   Southbury                                                                                    AP
                                        Bedford, MA                   London / Staines Warwick                                            6,600
         Poughkeepsie New York City                                                    York
                                        Bedford, NH                   Milton Keynes
         Somers       Princeton
                                         Lexington
                                                                                                                   Total                25,100
                                                          Cork
                                        Westborough      Dublin          Stockholm            Delft
          Canada                          Westford       Galway                                   Krakow
       Toronto,Ottawa                    Cambridge
      Montreal, Victoria                                                                          Warsaw
                                                                                 Boeblingen                     China
                                                           Paris
                                                         Pornichet                        Haifa                 Beijing          Yamato
                                                                                         Rehovot               Shanghai
          Beaverton
                                                                                     Cairo                     Taiwan
           Kirkland                                      Fairfax
            Seattle                                      Raleigh          Rome
         Foster City                                                                    India
                             Rochester, MN              Charlotte
        San Francisco                                                                 Bangalore               Malaysia
                               Boulder                Lexington, KY
        SVL/San Jose                                                                    Pune
                                Denver                   Atlanta
           Almaden                                                                    Hyderabad
                              Lenexa, KA               Boca Raton
         Agoura Hills                                                                  Gurgaon
                                Tucson                   Tampa                                                             Gold Coast
            Irving             Phoenix                                                                                       Sydney
         El Segundo                                                                                   Perth
                                Austin            Sao Paulo                                                                 Canberra
         Costa Mesa             Dallas
          Las Vegas




Agile Leadership Summit – November 14th, 2008 Orlando
Software Group Acquisition Milestones




Agile Leadership Summit – November 14th, 2008 Orlando
Software Development Demographics
  • Projects
     –      Over 500 internal product teams in 5 divisions
     –      ~ 300 product teams enabled to use Rational tools

  • Teams
     –      Can be very large
     –      Geographically distributed WW
     –      Different heritage (acquisitions)
     –      Highly security conscious (ITCS standards)
     –      Shared service centers (globalization, porting)

  • Tools and Process
     –      Many tools in use, some internally developed as well as some third-party
     –      Common framework, but great variance in SW development process
     –      Have to continually drive towards common processes, with acquisitions

  • Platforms
     –      Windows, Linux & UNIX, AIX, z, …
Agile Leadership Summit – November 14th, 2008 Orlando
IBM Software Development Transformation

                                                            WATERFALL
                   Waterfall development
1980’s
                     • Rigid, late feedback, slow                         Rigid
                        reaction to market changes



                                                            ITERATIVE
                   Iterative development
                     • Customized RUP, community
1990’s                   source and component reuse,
                         emphasis on consumability


                                                             AGILE      Continuous
                   Agile / Lean development                             Learning
                     • Global reach, SOA, agile                             and
Present                  practices, outside-in                           Adaptive
                         development, tools and not rules                Planning




Agile Leadership Summit – November 14th, 2008 Orlando
  Diversity and Complexity Requires Teams to be
  More Effective and Adaptive
                                           Agility at Scale
      Organizational                 “Incremental to deal with uncertainty”         Mature projects
         Drivers                       “Process to deal with complexity”            Complex, multi-platform applications
            Team Size                                                               Distributed teams
    Geographical Distribution                                                       Need for scalability, reproducibility, and
    Organizational Distribution                                                      traceability
Entrenched process, people, policy


                                              Maturing projects
                                              Multi-platform
                                              Growing in complexity
                                              Remote or offshore work
                                              Greater need for coordination & handoffs

                                                                                                Technical and
                      Small team       New project                                          Regulatory Drivers
                      Simple application                                                             Compliance
                      Co-located                                                                     Governance
                                                                                                 Application complexity
                      Minimal need for documentation




  Agile Leadership Summit – November 14th, 2008 Orlando
                                  The “How”




Agile Leadership Summit – November 14th, 2008 Orlando
Things to Consider before getting Started

 • Management Support

 • Strong and Experienced Leader(s)

 • Picking the right project as a proof point

 • Providing the right education, tooling and governance

 • Ability to allow change to occur

 • Keep it Simple


Agile Leadership Summit – November 14th, 2008 Orlando
Manifesto for Agile Software Development


―We are uncovering better ways of developing software by doing it and helping
others do it. Through this work we have come to value:


Individuals and interactions                   over     processes and tools
Working software                               over     comprehensive documentation
Customer collaboration                         over     contract negotiation
Responding to change                           over     following a plan


That is, while there is value in the items on the right, we value the items on the left
more.‖



                                   See www.agilealliance.org

Agile Leadership Summit – November 14th, 2008 Orlando
2007 Agile Deployment Approach




             Short, Time-boxed
                Iterations with
            Stakeholder Feedback


Agile Leadership Summit – November 14th, 2008 Orlando
Short, Time-boxed Iterations Create ……..


             Automatic Constraints

                 Find Defects Earlier

         Being More Responsive
                           Transparency
Agile Leadership Summit – November 14th, 2008 Orlando
Constraints Cause Us To ……..




                        Eliminate Waste

   Optimize and Become More
            Effective

Agile Leadership Summit – November 14th, 2008 Orlando
Stakeholder Feedback Causes Us……..




    To Focus on the Essentials




Agile Leadership Summit – November 14th, 2008 Orlando
  Sametime Development Approach…
• Agile Process
    – Employed frequent / short code iterations; published builds for regular
        consumption
    – Organized around features crews for increased code sharing and
        reviews
    – Employed use of light-weight UI specs and implementations outlines

• Closed gap between developers and end users
    – Combined Teams from across WPLC, CIO Office and Research
    – Used TAP program for posting weekly builds;
    – Fostered community of contribution and collaboration; Inspired
       expanded participation from over 40,000 IBM’ers; plus energized
       product developers!
    – Produced public beta (multiple builds) for over 100+ external
       customers; led to increased product acceptance and accelerated roll
       outs—

• Engineering practices
      – Continuous prototyping of code deliverables
      – Frequent code reviews; automated static code analysis
      – Aggressively eliminated unnecessary work!
  Agile Leadership Summit – November 14th, 2008 Orlando
                            Sustainability




Agile Leadership Summit – November 14th, 2008 Orlando
Best Practices for Distributed Development
    Sound                                                                               Guiding
 Development                                                Execute                  Principles for

                        +                           +                            =
 Governance                      Enable for               Agile / Lean                 Software
  Principles                      Success               for Productivity             Development


 Lightweight central         Tools, not Rules          Discipline, adaptive        Architecture
  governance                  Community source           development                  Blueprint
  mechanisms                                              approaches                  Outside-in
 Development                 Shared asset              Continuous                   Development
  Steering Committee           repository
                                                          stakeholder                 Agile / Lean
 Architectural Board         Best practices             feedback to                  approaches
                              Common                     understand
 Culture of sharing           components                 changing needs              Modeling and
  and reuse                                                                            Componentization
 Developer Web site          Clearing House            Time-boxed
                               for dependency             iterations                  Fostering
 Centralized                  management                Eliminate waste,             Communities and
  development                                                                          sharing Best
                              Educate, Enable            increase visibility          Practices
  services
                               and Empower




Agile Leadership Summit – November 14th, 2008 Orlando
                                Educate, Enable and Empower


                                                          •   “Disciplined Agile” Workshops:
                                                               – 108 workshops completed
                                                               – Over 6,000 attendees
                                                          •   Workshop has also been videotaped


Contacts and Collateral: Main Wiki         Case Studies
                                                                      Existing On-line Resources

      Questions Answered

Coaches Available




 Agile Leadership Summit – November 14th, 2008 Orlando
SWG Agile/Lean Acceleration Program
Objectives:
   – Establish and Sustain Rapid Acceleration of Adoption of Agile/Lean Best Practices
           • Establish support structure for continuous process improvement and team enablement
           • Formalize of Project Management Office to define the program, set and track metrics, course
             correct as needed
           • Formalize of Center of Competency (CoC) for education development, team coaching, up
             front and in-flight pilot guidance/hands on assistance and tools development
           • Expand Education Curriculum to cover all disciplines, and reach entire team including
             architects, middle management, executives, new hires, acquisitions and support teams.
           • Invest in tools customization for agile development
           • Move from a ―high touch‖ model to ―low touch‖ and eventually self-service model by year-end
             2010


   – Drive measurable improvement in Time to Market, Time to Deploy, Continuous
     Integration/Inspection/Deployment and Technical Debt
           • Operate in an agile mode - maintain cadence of continuous improvement via iterations and
             reflections
           • Data mine to establish baselines
           • Customize improvement plan to project profile
           • Harvest existing best practices, tools, infrastructure assets to assist acceleration and avoid
             reinvention


Agile Leadership Summit – November 14th, 2008 Orlando                                                         21
                                    Summary




Agile Leadership Summit – November 14th, 2008 Orlando
   In Summary ……

      • Challenges
            – Very geographically dispersed teams with different
              approaches to building software
            – Many projects, often large teams
            – Innovating the business to differentiate and capture new
              value.
            – Making better use of resources to be more productive.
            – Avoiding the trough of disillusionment

      • Solution Approaches
            – Continuously transform development using new techniques,
              and tools
            – Enable and empower teams
            – Collaborate more effectively at larger scales, both internally
              and externally and share knowledge, assets and best
              practices

Agile Leadership Summit – November 14th, 2008 Orlando
                                                             Sue McKinney
                                                        mckinnes@us.ibm.com



Acknowledgement and Thanks to:
        Mary and Tom Poppendieck
        Pollyanna Pixton

Agile Leadership Summit – November 14th, 2008 Orlando

								
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