Two years ago, Forrester Research (a market research and advisory firm) began an IBM Rational CLM deployment by partnering with CloudOne to help integrate Forrester's global development teams. What began as a solution for tracking bugs and small RFEs evolved into a platform for collaboration with key stakeholders including sales and marketing. These transformation has allowed the teams to more than double their story point velocities, reduce the number of unplanned requests, a and meet and show deadline objectives to outside stakeholders. In this recorded webcast, Forrester shows examples of how they were able to successfully adopt CLM as well as a roadmap of where they plan to go next. About the Presenters Amy Pritchard Amy Pritchard currently works as the Director, Projects & Processes, for Forrester Research, Inc. In this role, Amy manages large project teams, all production release streams, and champions Forrester's agile processes. She has over 10 years of project management and business analysis experience in the US and Australia. Since joining Forrester, she has worked with the business applications and web applications development teams to transform from a waterfall development lifecycle to a blended agile methodology. Amy has a Bachelor of Business, International Business, and Bachelor of Computing, IT Management, from University of Technology, Sydney, and her MBA from Simmons College, Boston. Ben Chodroff My passion is in helping others solve their challenges. At CloudOne, we bring the benefits of talented cloud architects and flexible licensing to solve client challenges. I have a background in helping companies improve their application and product life-cycle management processes through best practices and software development solutions. I have previously worked as a software developer in the US and India. It gave me the chance to work with talented individuals and first hand experience with the challenges organizations face with performing global software development. This set my desire to help individuals make better software to solve real world problems. I have interests in IT strategy, mergers and acquisitions, and software development processes. Outside of work you'll likely find me taking pictures, traveling, flying sailplanes, playing the violin, or making a cocktail. I am a subject matter expert on IBM Rational Team Concert, IBM Rational AppScan, IBM Rational AppScan Source, IBM Rational Automation Framework for WebSphere, IBM Rational Build Forge, and very well versed on many other solutions. I am a certified Scrum Master and RUP practitioner. I am proficient in python, java, php, javascript, html, bash, and a wide variety of other languages.

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Making Leaders Successful
Every Day

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Forrester’s TM Agile Journey
Amy Pritchard, Director, Projects & Processes, TM
April 03, 2014

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Agenda
› Issues before Agile
› Implementation Complicators
› Complicator Mitigation Tools
› Results
› RTC for non-IT
› Where to from here?

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Pre-Agile Issues
› Disempowered team
› Task Focus
› Low velocity
› Low business trust
› Lack of clear prioritization
› Chaotic

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Why Agile?
› “Waterfall is too slow for today's business
challenges, and Agile speeds time-to-market…
› Agile yields better-quality results…
› Agile enables early detection of issues and
midcourse corrections…
› Agile improves IT alignment with business goals
and customer satisfaction.”
Lo Guidice, D, Murphy, P, West, D, Anderson, A, 08 February 2012, Justify Agile With Shorter, Faster Development,
Forrester Research, Inc.

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Traditional Software Development Flows Are Ponderously Large, Rigid, And Slow
April 2012 “Determine If You're Agile And Lean Enough”

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Agile Adoption Continues To Rise
July 2011 “Water-Scrum-Fall Is The Reality Of Agile For Most Organizations Today”

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Lean And Agile Change Software Development Processes For The Better
April 2012 “Determine If You're Agile And Lean Enough”

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Agile @ Forrester
› Prioritization
1. RTC Project Portfolio Management
2. Working Groups
› Iteration 0 Activities
1. Iteration 0 Definition
2. Agile Roles
3. North Star creation
4. Story creation
5. Story points voting
6. Story ranking
› Iteration Kickoff
1. Iteration Definition
2. Story selection
3. Acceptance test criteria creation
4. Story/task decomposition
› Construction
1. Standups
2. Taskboard
3. Work item lifecycle
4. Story lifecycle
5. Backlog grooming
6. Continuous Integration
7. Continuous Deployment
› Iteration End
1. Demo
2. Definition of Done
3. Retrospective

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Prioritization

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Prioritization

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Construction

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Required Fields
› Summary
› Severity (Minor, Normal, Major, Critical, Blocker)
› Found in
› Filed against (component)
› Planned For
› Priority (10 low – 1 high)
› Description

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Task Life Cycle

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Story Life Cycle

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Story Life Cycle

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Testing Funnel

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All Testing Activities Are Progressive, Iterative, And Fully Integrated With Development
January 2013 “Consistent Performance In Agile Teams Must Include Testing”

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“The Wall”

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Standup

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Implementation Complicators
› Maintenance & project teams co-mingled
› Non-dedicated
› Global (CA, DC, Philippines)
› Small & overstretched

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Complicator Mitigation Tools
› Google drive
• Story Points
• Retrospectives
› CloudOne
› RTC Structures/Tools

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Story Points Methods
Method 1: Post Its
1. Requires movement
(good in long meetings)
2. Eliminates “waiting for
votes”
3. Disenfranchises remote
participants
Method 2: Google XLS
1. Allows remote
participants to partake
2. Allows participants
access to distractions
such as Gmail
3. Allows participants to
wait to see ‘experts’ vote
before voting

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Google Story Points

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Google Retrospectives

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Cloud One
› Hosts, maintains, and upgrades RTC
› Always up
› Prompt support
› Best of all, I never have to think about it

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Story Ranking Methods
Method 1: Post Its
1. Requires movement
(good in long meetings)
2. Good for users who
aren’t familiar with RTC
3. Requires an extra task
to enter rankings into
RTC
4. Disenfranchises remote
participants
Method 2: RTC
1. Eliminates an extra
tasks as activity takes
place in RTC
2. Allows remote
participants to partake
3. Requires less work
when stories go through
multiple rankings

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RTC Ranking

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RTC – Product Dashboards

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RTC – Working Groups

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Work Item Types
NB: the colors above are indicative of the post-it colors used on the Agile taskboard

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RTC Templates

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RTC Templates

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Results
› Increased velocity
› Increased capacity
› Decreased customer dissatisfaction
› Increased customer participation

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Iteration Plan - Ranked

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Iteration Plan - Hierarchy

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Velocity

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RTC for non-IT
› Learn2 Module
› Personal Dashboard Template
› Lunch & Learns
› 1:1 meetings

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Learn2

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Personal Dashboard Template

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Where to from here?
› Agile Coaching
› Better Stories
› Automated Testing

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Thank you
Amy Pritchard
apritchard@forrester.com

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