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Case Study:
          Agile won’t work here… Really?

connect. demonstrate. collaborate

    Mainframe and Agile – A Match Made in Heaven?




                                        Candi Rai
                              Nationwide Insurance
Agenda
• Why this topic
• Case Study
           • Nationwide Application Development Center
           • Challenges and Solutions for the mainframe projects
• Lessons learned
           • Culture Transformation
           • Continuous improvements




05/02/12                     mainframe and agile                   2
Mainframe Projects
•      Technology
      – Applications created in different eras with different
        design and development approach
      – Often involve cross-platforms collaboration with other
        technologies
      – Modernization is on the way
•      Process
      – Governed by rigid processes
•      People
      – Most are on the application for years
      – COBOL and mainframe are not focus areas in colleges

05/02/12                    mainframe and agile                  3
ESD Agile
Enterprise Service Delivery Methodology (EDSm)




ESD Agile
      Initiate + Solution Scoping -> Iteration 0: Backlogs Creating &
         Release Planning
      Design+Development+Implement -> Iteration Cadences

05/02/12                      mainframe and agile                   4
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




Challenge: Difficult to produce features/epics and agree upon
    how to approach development



      Bottom Line:
      – Reverse-engineer to produce requirements
      – Group the changes by business function or by technical
        relevance
      – Do small incremental deliveries



05/02/12                                mainframe and agile                                   5
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




Challenge: Urgency for commitment to a release date


      Bottom Line:
      – T-shirt size each feature
      – Allow lower velocity for first few iterations
      – Plan 90% capacity throughout
      – Deliver features with highest Business value first



05/02/12                                mainframe and agile                                   6
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




Challenge: Urgency to begin coding


      Bottom Line:
      – Identify and address blockers and gaps (skills, tools,
         environments)
      – Adequate environments ready to avoid wait state
      – Build NFR (non-functional requirements) validation into
         interations


05/02/12                                mainframe and agile                                   7
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




Challenge: Rigid testing processes and environments with pre-
    determined release schedule



      Bottom Line:
      – Master testing strategy discussed/understood
      – Engage external dependencies early
      – Set expectations of the level of involvements for integrated
        applications, infrastructure support and testing support


05/02/12                                mainframe and agile                                   8
Iteration -1   Iteration 0      Iteration n*       IT/ST/PT Testing   Deployment




05/02/12                                mainframe and agile                                   9
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




Challenge: Produce reasonable size of story card with clear
    defined acceptance criteria



      Bottom Line:
      – Small story card is essential to the success of Agile
      – Collaborate with extended team SMEs
      – Manage requirement activities as Release card or Tech
        card


05/02/12                                mainframe and agile                                   10
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




Challenge: Skeptical about TDD/ATDD or pair programming


      Bottom Line:
      – Test Driven Development, delivery quality when lack of
        functional knowledge
      – Pairing to cross-train functions
      – Pair developer with tester!




05/02/12                                mainframe and agile                                   11
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




Challenge: Continuous integration is difficult and time-
    consuming


      Bottom Line:
      – Plan for longer cycle
      – Identify the “core” of the changes and write unit tests to
        cover the core area
      – Automated iteration testing can be a “batch”



05/02/12                                mainframe and agile                                   12
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




Challenge: Interesting and meaningful show & tell. A challenge
    to any project that has no user screen


      Bottom Line:
      – Show & Tell always provides quick feedbacks, another
        essential key for success.
      – Persistent. Show flows, green screen setup, etc. till actual
        outputs




05/02/12                                mainframe and agile                                   13
Iteration -1   Iteration 0       Iteration n*   IT/ST/PT Testing   Deployment




                                        IT/ST/PT Testing
      Smoke test, system integration, system test, user acceptance
        test. Shortened test cycles with automated testing being
        the norm and manual testing the exception.




05/02/12                                   mainframe and agile                             14
Iteration -1   Iteration 0   Iteration n*    IT/ST/PT Testing   Deployment




Challenge: Many integrating points across applications,
    environments and release


     Bottom Line:
     – Signoff Master Testing Strategy in early iterations to
       develop a good test plan
     – Spend time planning upfront and ensure all dependent
       applications know the integrating points and expected
       deliveries
     – Manage testing and release activities via Release cards

05/02/12                                mainframe and agile                             15
Iteration -1   Iteration 0   Iteration n*    IT/ST/PT Testing   Deployment




Challenge: End-to-end automated testing can be too expensive
    or too difficult


      Bottom Line:
      – Start automation with areas that produces highest ROI.
        Continue the efforts as project progresses.
      – Manage the work (tech cards) through IPM




05/02/12                                mainframe and agile                             16
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




           In Their Own Words ..




05/02/12                                mainframe and agile                                   17
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




           Product Owner
              The Application produced over one
           million combined policies, roughly translates
             In Their Own Words ..
           into a savings of $500,000 in print and
           postage costs. Survey showed increase in
           customer satisfaction. Overall, the results
           are a direct result of the product and quality
           Team is producing.


05/02/12                                  mainframe and agile                                   18
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




      IT Delivery Executive
                   At a recent ITLT, I gave you a preview of the
           great success we were experiencing on the
           Combined Dec & Bill project. The project utilizes the
           Animal House line in the ADC which is made up of
           both ADC and BSA resources.

                   I wanted to follow back up with a summary of
           the results we have seen. I think you will be
           impressed by the team work, thought leadership and
           value created by this effort. It is truly embracing our IT
           strategy!


05/02/12                                   mainframe and agile                                   19
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




           Asset Owner
              Changes in the analysis, development
           and testing domains have provided
           significant improvements in team
           performance. These translate into tangible
           business benefits.




05/02/12                                   mainframe and agile                                   20
Iteration -1   Iteration 0       Iteration n*      IT/ST/PT Testing   Deployment




           Application SME
              Agile has made a good difference in delivery for
           me for the way it breaks down the big picture into
           small pieces. The big picture can be overwhelming
           and difficult to manage. Agile breaks it down into
           smaller pieces, making it feel more manageable
           and not so intimidating.




05/02/12                                   mainframe and agile                                   21
Lessons Learned
• Culture Transformation
      – Best SME(s) may not be the best match for Agile
      – Allow/Encourage the team to be self-managing
• Continuous Improvements
      – Story card
      – TDD and Test Automation
      – Team retrospective




05/02/12                    mainframe and agile           22
Q&A


                 Candi Rai
           raip@nationwide.com
            mobile 614 580 5425




05/02/12        mainframe and agile   23

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Cobol agile

  • 1. Case Study: Agile won’t work here… Really? connect. demonstrate. collaborate Mainframe and Agile – A Match Made in Heaven? Candi Rai Nationwide Insurance
  • 2. Agenda • Why this topic • Case Study • Nationwide Application Development Center • Challenges and Solutions for the mainframe projects • Lessons learned • Culture Transformation • Continuous improvements 05/02/12 mainframe and agile 2
  • 3. Mainframe Projects • Technology – Applications created in different eras with different design and development approach – Often involve cross-platforms collaboration with other technologies – Modernization is on the way • Process – Governed by rigid processes • People – Most are on the application for years – COBOL and mainframe are not focus areas in colleges 05/02/12 mainframe and agile 3
  • 4. ESD Agile Enterprise Service Delivery Methodology (EDSm) ESD Agile Initiate + Solution Scoping -> Iteration 0: Backlogs Creating & Release Planning Design+Development+Implement -> Iteration Cadences 05/02/12 mainframe and agile 4
  • 5. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: Difficult to produce features/epics and agree upon how to approach development Bottom Line: – Reverse-engineer to produce requirements – Group the changes by business function or by technical relevance – Do small incremental deliveries 05/02/12 mainframe and agile 5
  • 6. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: Urgency for commitment to a release date Bottom Line: – T-shirt size each feature – Allow lower velocity for first few iterations – Plan 90% capacity throughout – Deliver features with highest Business value first 05/02/12 mainframe and agile 6
  • 7. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: Urgency to begin coding Bottom Line: – Identify and address blockers and gaps (skills, tools, environments) – Adequate environments ready to avoid wait state – Build NFR (non-functional requirements) validation into interations 05/02/12 mainframe and agile 7
  • 8. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: Rigid testing processes and environments with pre- determined release schedule Bottom Line: – Master testing strategy discussed/understood – Engage external dependencies early – Set expectations of the level of involvements for integrated applications, infrastructure support and testing support 05/02/12 mainframe and agile 8
  • 9. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment 05/02/12 mainframe and agile 9
  • 10. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: Produce reasonable size of story card with clear defined acceptance criteria Bottom Line: – Small story card is essential to the success of Agile – Collaborate with extended team SMEs – Manage requirement activities as Release card or Tech card 05/02/12 mainframe and agile 10
  • 11. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: Skeptical about TDD/ATDD or pair programming Bottom Line: – Test Driven Development, delivery quality when lack of functional knowledge – Pairing to cross-train functions – Pair developer with tester! 05/02/12 mainframe and agile 11
  • 12. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: Continuous integration is difficult and time- consuming Bottom Line: – Plan for longer cycle – Identify the “core” of the changes and write unit tests to cover the core area – Automated iteration testing can be a “batch” 05/02/12 mainframe and agile 12
  • 13. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: Interesting and meaningful show & tell. A challenge to any project that has no user screen Bottom Line: – Show & Tell always provides quick feedbacks, another essential key for success. – Persistent. Show flows, green screen setup, etc. till actual outputs 05/02/12 mainframe and agile 13
  • 14. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment IT/ST/PT Testing Smoke test, system integration, system test, user acceptance test. Shortened test cycles with automated testing being the norm and manual testing the exception. 05/02/12 mainframe and agile 14
  • 15. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: Many integrating points across applications, environments and release Bottom Line: – Signoff Master Testing Strategy in early iterations to develop a good test plan – Spend time planning upfront and ensure all dependent applications know the integrating points and expected deliveries – Manage testing and release activities via Release cards 05/02/12 mainframe and agile 15
  • 16. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Challenge: End-to-end automated testing can be too expensive or too difficult Bottom Line: – Start automation with areas that produces highest ROI. Continue the efforts as project progresses. – Manage the work (tech cards) through IPM 05/02/12 mainframe and agile 16
  • 17. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment In Their Own Words .. 05/02/12 mainframe and agile 17
  • 18. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Product Owner The Application produced over one million combined policies, roughly translates In Their Own Words .. into a savings of $500,000 in print and postage costs. Survey showed increase in customer satisfaction. Overall, the results are a direct result of the product and quality Team is producing. 05/02/12 mainframe and agile 18
  • 19. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment IT Delivery Executive At a recent ITLT, I gave you a preview of the great success we were experiencing on the Combined Dec & Bill project. The project utilizes the Animal House line in the ADC which is made up of both ADC and BSA resources. I wanted to follow back up with a summary of the results we have seen. I think you will be impressed by the team work, thought leadership and value created by this effort. It is truly embracing our IT strategy! 05/02/12 mainframe and agile 19
  • 20. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Asset Owner Changes in the analysis, development and testing domains have provided significant improvements in team performance. These translate into tangible business benefits. 05/02/12 mainframe and agile 20
  • 21. Iteration -1 Iteration 0 Iteration n* IT/ST/PT Testing Deployment Application SME Agile has made a good difference in delivery for me for the way it breaks down the big picture into small pieces. The big picture can be overwhelming and difficult to manage. Agile breaks it down into smaller pieces, making it feel more manageable and not so intimidating. 05/02/12 mainframe and agile 21
  • 22. Lessons Learned • Culture Transformation – Best SME(s) may not be the best match for Agile – Allow/Encourage the team to be self-managing • Continuous Improvements – Story card – TDD and Test Automation – Team retrospective 05/02/12 mainframe and agile 22
  • 23. Q&A Candi Rai raip@nationwide.com mobile 614 580 5425 05/02/12 mainframe and agile 23

Notas del editor

  1. First, the characteristics of mainframe projects. All these impact the decision, progress of the project. However, it does play a different card in agile.