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Scrum in China - The Hard Way
           - Fast Pace Growing
           - Regulated Environment



       Scrum Gathering
       7th June 2012




Oliver Schreck, Qu Jie      1/10   7 June 2012
Outline
United Imaging Healthcare

Our Challenges

Our Scrum Process
      •    Product Backlog
      •    Sprint Planning
      •    Sprint
      •    Sprint Review
      •    Sprint Retrospective
      •    Scrum Roles

Conclusion

Oliver Schreck, Qu Jie            7 June 2012   2
Oliver Schreck
Background
•  Material Science, University Erlangen

Job
•  CTO SW, United Imaging
•  Over 18 years software development, 5 in China
•  SW-developer, project lead, department lead,
   strategic business development

Agile
•  Agile practitioner since 2001
•  Agile Transition at Siemens Healthcare
•  Scrum Coach
•  Scrum the Hard Way (since 2011)

Oliver Schreck, Qu Jie        7 June 2012           3
曲杰
学历
     •  1999年毕业于西北工业大学 通信工程专业


工作经历
     •  13年软件开发与管理经验
     •  中国医学装备协会IHE测试 督察
     •  上海联影医疗科技有限公司研发经理


敏捷开发经历
     •  敏捷开发的实践者(2011年)
     •  联影敏捷开发的培训师


Oliver Schreck, Qu Jie   7 June 2012   4
Business strategy

Business Model       Eight Business Units, One Corporate research Center (3 R&D Centers)



                              United Imaging Healthcare

                    BU                                               CRC




    MR BU       CT BU        MI BU        XR BU
                                                       Shanghai     Shenzhen      Beijing

                                                       UIH-SARI      UIH-SIAT     Advanced
                                                       Advanced      Advanced      Medical
                                                        Medical       Medical    Equipment
SW BU       MH BU        US BU       RT BU            Equipment     Equipment    R&D Centre
                                                      Technology    R&D Centre
                                                    Research Centre
Goal of SW business unit


 Provide a software framework
  to enable the development of
        medical devices.



Oliver Schreck, Qu Jie   7 June 2012   6
Regulations for Medical software
development
•  SFDA - GB/T 16260.1~4-2006, GB/T 25000.1-2010,GB/
   T 25000.51-2010, YY/T 0664-2008
•  FDA - Food and Drug Administration – CFR 21 Part 11 &
   Part 820
•  MDD - European Medical Device Directive 93/42/EEC
•  ISO 13485:2003 + AC 2007 - Medical Devices - Quality
   Management System
•  IEC 62304 :2006 - Medical Device Software – Software
   Life cycle Processes
•  ISO 14971:2007 - Medical Devices - Application of risk
   management to medical devices
•  EN 60601-1-4 - Medical electrical equipment – Part 1-4:
   General requirements for safety
•  HE75:2009 - "Human Factors Engineering - Design of
   Medical Devices”

Oliver Schreck, Qu Jie    7 June 2012                        7
0
                                       100
                                              200
                                                     300
                                                           400
                                                                 500
                                                                        600
                                                                               700
                                                                                     800
                         Jan 11
                         Feb 11
                         Mär 11
                         Apr 11
                         Mai 11
                         Jun 11




Oliver Schreck, Qu Jie
                          Jul 11
                         Aug 11
                         Sep 11
                         Okt 11
                         Nov 11
                         Dez 11
                         Jan 12
                         Feb 12                                                            United Imaging
                         Mär 12
                                                                                                            … and still growing

                         Apr 12
                                                                                                                                  Management focus




                         Mai 12




                                   0
                                         20
                                                    40
                                                           60
                                                                   80
                                                                              100
                                                                                     120




7 June 2012
                                                                                                                                                                         Company growth




                         Jan 11
                         Feb 11
                         Mär 11
                         Apr 11
                         Mai 11
                         Jun 11
                          Jul 11
                         Aug 11
                         Sep 11
                         Okt 11
                                                                                                                                  •  100 employees à ~1000 interviews




                         Nov 11
                                                                                           Software - BU




                         Dez 11
                         Jan 12
                         Feb 12
                         Mär 12
                         Apr 12
                         Mai 12
8
People challenges
Many new graduates             Few experienced developers
•  No or low experience        •  Different backgrounds
•  Different backgrounds       •  Mostly no medical
                                  experience
•  No Agile experience
                               •  Waterfall addicted
•  Some not even
                               •  “Own” development
   programming                    practices


àTraining, training, …         àTraining, training, …
àMentor to guide               àAgile coaching

Oliver Schreck, Qu Jie     7 June 2012                    9
Many challenges
New 6 companies
      –  At the same time

New products
      –  Medical regulated environment

New people
      –  Many, many every month

New tools
      –  Team Foundation Sever

New process
      –  Scrum

Oliver Schreck, Qu Jie        7 June 2012   10
Build a plane in the air …

                         … in 2 years




Oliver Schreck, Qu Jie      7 June 2012   11
Our approach




Oliver Schreck, Qu Jie   7 June 2012   12
Scrum for medical devices?


                     Requirement
                     Specification
                                                                          System Validation                                 System Test




                            System Functional                                                                        System
                              Specifications
                                                                         System Verification                     Integration Test




                                                                                                                                            n
                                                                                                                                          itio
                De




                                                                                                                                        pos
                 co m




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                   po
                     siti




                                                                                                                                     Re
                                    Functional Specifications                                              Subsystem
                                                                        Subsystem Verification
                        on




                                          (subsystem)                                                   Integration Test




                                                                                                                                  and
                        an
                            dD




                                                                                                                              tion
                             efin




                                                                                                                            gra
                                                                                                                           Inte
                              itio
                                 n




                                                Design Specification        Unit Test Plan       Unit Tests




                                                                           SW - Development




                                                                             Time line




Oliver Schreck, Qu Jie                                                 7 June 2012                                                               13
Backlogs
                                                       Requirements /
                                                       Feedback from
                                                         customer




                                                 Product Backlog
                   Requirement
                                                  Release Plan                                   System Test
                   Specification




                        System Functional
                          Specifications
                                                           Sprint Backlog




                                                                                                                     n
                                                                                                                   itio
                De




                                                                                        System




                                                                                                                pos
                 co m




                                                                                    Integration Test




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                   po
                     siti




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                                       Functional
                        on




                                     Specifications




                                                                                                         and
                        an




                                      (subsystem)
                            dD




                                                                                                       tion
                             efin




                                                                                                  gra
                                                                                                 Inte
                              itio
                                 n




                                                      Dev. + IT

                                                         SIT


                                                                        Time line




Oliver Schreck, Qu Jie                                            7 June 2012                                             14
Sprint
                                                       Requirements /
                                                       Feedback from
                                                         customer




                                                 Product Backlog
                   Requirement
                                                  Release Plan                                                  System Test
                   Specification




                        System Functional
                          Specifications                                        Product Delivery
                                                           Sprint Backlog




                                                                                                                                    n
                                                                                                                                  itio
                De




                                                                                                       System




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                 co m




                                                                                                   Integration Test




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                   po
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                             efin




                                                                                                                 gra
                                                                                                                Inte
                              itio
                                 n




                                                      Dev. + IT

                                                         SIT


                                                                        Time line




Oliver Schreck, Qu Jie                                            7 June 2012                                                            15
Continuous Feedback
                                                       Requirements /
                                                       Feedback from
                                                         customer




                                                 Product Backlog
                   Requirement
                                                  Release Plan                                                      System Test
                   Specification




                        System Functional
                          Specifications                                            Product Delivery
                                                           Sprint Backlog




                                                                                                                                        n
                                                                                                                                      itio
                De




                                                                                                           System




                                                                                                                                   pos
                 co m




                                                                                                       Integration Test




                                                                                                                                 co m
                   po
                     siti




                                                                                                                                 Re
                                       Functional
                        on




                                     Specifications




                                                                                                                            and
                        an




                                      (subsystem)
                            dD




                                                                                                                          tion
                             efin




                                                                                                                     gra
                                                                                                                    Inte
                              itio
                                 n




                                                      Dev. + IT Dev. + IT
                                                      System Integration
                                                            Test


                                                                            Time line




Oliver Schreck, Qu Jie                                            7 June 2012                                                                16
W-model
                                                       Requirements /
                                                       Feedback from
                                                         customer




                                                 Product Backlog
                   Requirement
                                                  Release Plan                                                         System Test
                   Specification




                        System Functional
                          Specifications                                         Product Delivery
                                                           Sprint Backlog




                                                                                                                                           n
                                                                                                                                         itio
                De




                                                                                                              System




                                                                                                                                      pos
                 co m




                                                                                                          Integration Test




                                                                                                                                    co m
                   po
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                                       Functional
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                                                      Dev. + IT Dev. + IT Dev. + IT Dev. + IT Dev. + IT

                                                                   System Integration Test


                                                                         Time line




Oliver Schreck, Qu Jie                                            7 June 2012                                                                   17
The Product Backlog




Oliver Schreck, Qu Jie   7 June 2012   18
Product Backlog
Learning how the product should look like
6 BU’s starting at “nearly” the same time
•  FIFO

Unclear requirements
•  Alignment of requirements
•  Cross BU Clinical group

Always changing requirements
•  Cross BU Architecture team

Low medical experienced member at BU’s
•  Engage Medical doctors

Oliver Schreck, Qu Jie   7 June 2012        19
The Sprint Backlog




Oliver Schreck, Qu Jie   7 June 2012   20
Sprint Backlog
Teams too ambitious
à Trace velocity of
  team

Timeline pressure
à No solution

Quality problems
à see next slides

Oliver Schreck, Qu Jie   7 June 2012   21
The Sprint




Oliver Schreck, Qu Jie   7 June 2012   22
Sprint
Fail fast
•  2 week sprints
•  One main branch
      –  Interface branches
      –  Release branches



Continuous integration
•  Gated builds, on checkin
      –  Code review
      –  Automatic unit test
      –  Done criteria
•  Every hour complete package builds
      –  Automatic integration test
•  Automatic release packaging
•  Integration machines


Oliver Schreck, Qu Jie                7 June 2012   23
“Zero” – bug policy
Limit max. number of open bugs
        à Highest priority is fixing bugs

Daily review of bugs by change board
         à Fast feedback towards development

Wish bugs will create new requirements
        à Prioritize wishes together with features at Sprint Planning




                         August 2011 – May 2012
Oliver Schreck, Qu Jie            7 June 2012                            24
Ensuring quality
Failed package builds
•  Defined interface change process
•  “Pull the line” – fix asap.

Unstable main line
•  Pre-Integration test
•  Integration machines
•  Automated regression tests

Process definition under development
•  Root cause analysis
•  Inspect and adapt

Oliver Schreck, Qu Jie   7 June 2012   25
The Product Increment




Oliver Schreck, Qu Jie   7 June 2012   26
Sprint Review
Reality check
•  Internal Review
•  BU’s review




Continuous feedback from BU’s
•  Slow feedback from BU’s
     à Set up cross BU Test Board

Oliver Schreck, Qu Jie   7 June 2012   27
Sprint Retrospectives
Inspect & adapt
•  Root cause analysis
     –  Involve all members
     –  Identify actions
     –  Assign responsible
     –  Check during next
        Sprint




Oliver Schreck, Qu Jie   7 June 2012   28
Scrum Roles – Product Owner
Product Owner
•  Multiple Teams one
   Product Owner                        Product
                                        Manager



Responsibilities
•  Cross BU
   coordination          Product
                         Owner A
                                        Product
                                        Owner A
                                                  Product
                                                  Owner B
•  Product board
•  Release plan

Oliver Schreck, Qu Jie    7 June 2012                       29
Scrum Roles – Scrum Master
Scrum
•  Organizes daily scrum
•  Shield the team
      –  Refuse late requirements

Scrum-But
•  Coordinates the team
•  Act as a “Team leader”
•  Un-experienced with Scrum
Oliver Schreck, Qu Jie   7 June 2012   30
Scrum Roles – Scrum Team
Developer
•  Implementation
•  Code review
•  Unit Test

Tester
•  Daily feature test
•  Regression test

Architect
•  Ensure code quality
   by reviews
•  Review of concepts
•  Coordination across
   Scrum Teams
•  Coordination across
   BU’s
Oliver Schreck, Qu Jie   7 June 2012   31
How to coordinate all this?
Scrum of Scrums
•    Cross Scrum Integration
•    One Release Plan
•    One Sprint Interval               Project
•    One Sprint Planning               Leader


•    One Sprint Review
•    One Project Lead

Oliver Schreck, Qu Jie   7 June 2012             32
Conclusion
New 6 companies, new products
•    We have a running “product” now
•    Released internally every 2 weeks to 6 BU’s

New people
•    Many new ideas
•    Many challenges

New tools
•    One company, one tool (Team Foundation Sever)
•    One database for all data (requirements, code, test, documents)
•    Easy knowledge sharing

New process - Scrum
•    Fast learning curve for team member
•    Fast feedback between teams and BU’s
•    Encourage to speak out problems
•    Gives chances to prove himself
•    Fast integration
•    Fast feedback
•    Stabilize Code

Oliver Schreck, Qu Jie                  7 June 2012                    33
Still building…




Oliver Schreck, Qu Jie   7 June 2012   34
Thank you!
                                                   by
                                       Oliver Schreck & QU Jie




    If (unclear == true) then ask_us();
Oliver Schreck, Qu Jie   7 June 2012                     35
Thank you
         by
    Oliver.Schreck@united-imaging.com
    Jie.Qu@united-imaging.com




Oliver Schreck, Qu Jie      36/10   7 June 2012

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Scrum Gathering 2012 Shanghai_领导力与组织转型:scrum in china the hard way (oliver schreck& qu jie)

  • 1. Scrum in China - The Hard Way - Fast Pace Growing - Regulated Environment Scrum Gathering 7th June 2012 Oliver Schreck, Qu Jie 1/10 7 June 2012
  • 2. Outline United Imaging Healthcare Our Challenges Our Scrum Process •  Product Backlog •  Sprint Planning •  Sprint •  Sprint Review •  Sprint Retrospective •  Scrum Roles Conclusion Oliver Schreck, Qu Jie 7 June 2012 2
  • 3. Oliver Schreck Background •  Material Science, University Erlangen Job •  CTO SW, United Imaging •  Over 18 years software development, 5 in China •  SW-developer, project lead, department lead, strategic business development Agile •  Agile practitioner since 2001 •  Agile Transition at Siemens Healthcare •  Scrum Coach •  Scrum the Hard Way (since 2011) Oliver Schreck, Qu Jie 7 June 2012 3
  • 4. 曲杰 学历 •  1999年毕业于西北工业大学 通信工程专业 工作经历 •  13年软件开发与管理经验 •  中国医学装备协会IHE测试 督察 •  上海联影医疗科技有限公司研发经理 敏捷开发经历 •  敏捷开发的实践者(2011年) •  联影敏捷开发的培训师 Oliver Schreck, Qu Jie 7 June 2012 4
  • 5. Business strategy Business Model Eight Business Units, One Corporate research Center (3 R&D Centers) United Imaging Healthcare BU CRC MR BU CT BU MI BU XR BU Shanghai Shenzhen Beijing UIH-SARI UIH-SIAT Advanced Advanced Advanced Medical Medical Medical Equipment SW BU MH BU US BU RT BU Equipment Equipment R&D Centre Technology R&D Centre Research Centre
  • 6. Goal of SW business unit Provide a software framework to enable the development of medical devices. Oliver Schreck, Qu Jie 7 June 2012 6
  • 7. Regulations for Medical software development •  SFDA - GB/T 16260.1~4-2006, GB/T 25000.1-2010,GB/ T 25000.51-2010, YY/T 0664-2008 •  FDA - Food and Drug Administration – CFR 21 Part 11 & Part 820 •  MDD - European Medical Device Directive 93/42/EEC •  ISO 13485:2003 + AC 2007 - Medical Devices - Quality Management System •  IEC 62304 :2006 - Medical Device Software – Software Life cycle Processes •  ISO 14971:2007 - Medical Devices - Application of risk management to medical devices •  EN 60601-1-4 - Medical electrical equipment – Part 1-4: General requirements for safety •  HE75:2009 - "Human Factors Engineering - Design of Medical Devices” Oliver Schreck, Qu Jie 7 June 2012 7
  • 8. 0 100 200 300 400 500 600 700 800 Jan 11 Feb 11 Mär 11 Apr 11 Mai 11 Jun 11 Oliver Schreck, Qu Jie Jul 11 Aug 11 Sep 11 Okt 11 Nov 11 Dez 11 Jan 12 Feb 12 United Imaging Mär 12 … and still growing Apr 12 Management focus Mai 12 0 20 40 60 80 100 120 7 June 2012 Company growth Jan 11 Feb 11 Mär 11 Apr 11 Mai 11 Jun 11 Jul 11 Aug 11 Sep 11 Okt 11 •  100 employees à ~1000 interviews Nov 11 Software - BU Dez 11 Jan 12 Feb 12 Mär 12 Apr 12 Mai 12 8
  • 9. People challenges Many new graduates Few experienced developers •  No or low experience •  Different backgrounds •  Different backgrounds •  Mostly no medical experience •  No Agile experience •  Waterfall addicted •  Some not even •  “Own” development programming practices àTraining, training, … àTraining, training, … àMentor to guide àAgile coaching Oliver Schreck, Qu Jie 7 June 2012 9
  • 10. Many challenges New 6 companies –  At the same time New products –  Medical regulated environment New people –  Many, many every month New tools –  Team Foundation Sever New process –  Scrum Oliver Schreck, Qu Jie 7 June 2012 10
  • 11. Build a plane in the air … … in 2 years Oliver Schreck, Qu Jie 7 June 2012 11
  • 12. Our approach Oliver Schreck, Qu Jie 7 June 2012 12
  • 13. Scrum for medical devices? Requirement Specification System Validation System Test System Functional System Specifications System Verification Integration Test n itio De pos co m co m po siti Re Functional Specifications Subsystem Subsystem Verification on (subsystem) Integration Test and an dD tion efin gra Inte itio n Design Specification Unit Test Plan Unit Tests SW - Development Time line Oliver Schreck, Qu Jie 7 June 2012 13
  • 14. Backlogs Requirements / Feedback from customer Product Backlog Requirement Release Plan System Test Specification System Functional Specifications Sprint Backlog n itio De System pos co m Integration Test co m po siti Re Functional on Specifications and an (subsystem) dD tion efin gra Inte itio n Dev. + IT SIT Time line Oliver Schreck, Qu Jie 7 June 2012 14
  • 15. Sprint Requirements / Feedback from customer Product Backlog Requirement Release Plan System Test Specification System Functional Specifications Product Delivery Sprint Backlog n itio De System pos co m Integration Test co m po siti Re Functional on Specifications and an (subsystem) dD tion efin gra Inte itio n Dev. + IT SIT Time line Oliver Schreck, Qu Jie 7 June 2012 15
  • 16. Continuous Feedback Requirements / Feedback from customer Product Backlog Requirement Release Plan System Test Specification System Functional Specifications Product Delivery Sprint Backlog n itio De System pos co m Integration Test co m po siti Re Functional on Specifications and an (subsystem) dD tion efin gra Inte itio n Dev. + IT Dev. + IT System Integration Test Time line Oliver Schreck, Qu Jie 7 June 2012 16
  • 17. W-model Requirements / Feedback from customer Product Backlog Requirement Release Plan System Test Specification System Functional Specifications Product Delivery Sprint Backlog n itio De System pos co m Integration Test co m po siti Re Functional on Specifications and an (subsystem) dD tion efin gra Inte itio n Dev. + IT Dev. + IT Dev. + IT Dev. + IT Dev. + IT System Integration Test Time line Oliver Schreck, Qu Jie 7 June 2012 17
  • 18. The Product Backlog Oliver Schreck, Qu Jie 7 June 2012 18
  • 19. Product Backlog Learning how the product should look like 6 BU’s starting at “nearly” the same time •  FIFO Unclear requirements •  Alignment of requirements •  Cross BU Clinical group Always changing requirements •  Cross BU Architecture team Low medical experienced member at BU’s •  Engage Medical doctors Oliver Schreck, Qu Jie 7 June 2012 19
  • 20. The Sprint Backlog Oliver Schreck, Qu Jie 7 June 2012 20
  • 21. Sprint Backlog Teams too ambitious à Trace velocity of team Timeline pressure à No solution Quality problems à see next slides Oliver Schreck, Qu Jie 7 June 2012 21
  • 22. The Sprint Oliver Schreck, Qu Jie 7 June 2012 22
  • 23. Sprint Fail fast •  2 week sprints •  One main branch –  Interface branches –  Release branches Continuous integration •  Gated builds, on checkin –  Code review –  Automatic unit test –  Done criteria •  Every hour complete package builds –  Automatic integration test •  Automatic release packaging •  Integration machines Oliver Schreck, Qu Jie 7 June 2012 23
  • 24. “Zero” – bug policy Limit max. number of open bugs à Highest priority is fixing bugs Daily review of bugs by change board à Fast feedback towards development Wish bugs will create new requirements à Prioritize wishes together with features at Sprint Planning August 2011 – May 2012 Oliver Schreck, Qu Jie 7 June 2012 24
  • 25. Ensuring quality Failed package builds •  Defined interface change process •  “Pull the line” – fix asap. Unstable main line •  Pre-Integration test •  Integration machines •  Automated regression tests Process definition under development •  Root cause analysis •  Inspect and adapt Oliver Schreck, Qu Jie 7 June 2012 25
  • 26. The Product Increment Oliver Schreck, Qu Jie 7 June 2012 26
  • 27. Sprint Review Reality check •  Internal Review •  BU’s review Continuous feedback from BU’s •  Slow feedback from BU’s à Set up cross BU Test Board Oliver Schreck, Qu Jie 7 June 2012 27
  • 28. Sprint Retrospectives Inspect & adapt •  Root cause analysis –  Involve all members –  Identify actions –  Assign responsible –  Check during next Sprint Oliver Schreck, Qu Jie 7 June 2012 28
  • 29. Scrum Roles – Product Owner Product Owner •  Multiple Teams one Product Owner Product Manager Responsibilities •  Cross BU coordination Product Owner A Product Owner A Product Owner B •  Product board •  Release plan Oliver Schreck, Qu Jie 7 June 2012 29
  • 30. Scrum Roles – Scrum Master Scrum •  Organizes daily scrum •  Shield the team –  Refuse late requirements Scrum-But •  Coordinates the team •  Act as a “Team leader” •  Un-experienced with Scrum Oliver Schreck, Qu Jie 7 June 2012 30
  • 31. Scrum Roles – Scrum Team Developer •  Implementation •  Code review •  Unit Test Tester •  Daily feature test •  Regression test Architect •  Ensure code quality by reviews •  Review of concepts •  Coordination across Scrum Teams •  Coordination across BU’s Oliver Schreck, Qu Jie 7 June 2012 31
  • 32. How to coordinate all this? Scrum of Scrums •  Cross Scrum Integration •  One Release Plan •  One Sprint Interval Project •  One Sprint Planning Leader •  One Sprint Review •  One Project Lead Oliver Schreck, Qu Jie 7 June 2012 32
  • 33. Conclusion New 6 companies, new products •  We have a running “product” now •  Released internally every 2 weeks to 6 BU’s New people •  Many new ideas •  Many challenges New tools •  One company, one tool (Team Foundation Sever) •  One database for all data (requirements, code, test, documents) •  Easy knowledge sharing New process - Scrum •  Fast learning curve for team member •  Fast feedback between teams and BU’s •  Encourage to speak out problems •  Gives chances to prove himself •  Fast integration •  Fast feedback •  Stabilize Code Oliver Schreck, Qu Jie 7 June 2012 33
  • 34. Still building… Oliver Schreck, Qu Jie 7 June 2012 34
  • 35. Thank you! by Oliver Schreck & QU Jie If (unclear == true) then ask_us(); Oliver Schreck, Qu Jie 7 June 2012 35
  • 36. Thank you by Oliver.Schreck@united-imaging.com Jie.Qu@united-imaging.com Oliver Schreck, Qu Jie 36/10 7 June 2012