Navigating Higher Ed from Fragile to Agile (242305905)

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NavigatingHigher

Education

from Fragile

to Agile

EDUCAUSE

September 30, 2014

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Introductions

University of Notre Dame• Sherry Morrill - Director, PMO

• Kristen Morin - Manager, Campus AdministrativeServices

• Michelle Sorensen - Lead Project Manager, PMO• Tracy Weber - Manager, Digital DocumentManagement

University of South Carolina• Rita Anderson - Program Manager, StudentInformation Systems

• Kristine Sunda - Agile Consultant

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About Our Institutions

University of Notre Dame

• Founded in 1842 by a priest of theCongregation of Holy Cross

• Independent, national Catholicresearch university

• 4 undergraduate colleges

• 14 major research institutes

• 24 centers and special programs

• University Library System

• 12,000 enrolled students

• 8,400 undergraduate students

University of South Carolina

• Over 200 Year History

• 8 Campuses

• 4 4-year campuses

• 4 2-year campuses

• Medical, Law, and Business School

• 40,000+ Students

• 360+ Degree Programs

• 18 Month ERP Implementation

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Where Are You in YourJourney?

1. Investigating

2. Pioneer 

3. Gaining Momentum

4. Taking Hold

5. Operating and

Optimizing

What’s Driving YourOrganization to Agile?

•Urgent need

•Transparency

•Deliver results faster

•Efficiency

•Collaboration with Your

Customers•Flexibility

•Other 

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What is Agile?

•Agile is…. – A group of methodologies united by concepts such as:

•Iterative and adaptive development

•Collaboration, co-location

•Frequent delivery of business value

•Tight, self-organizing teams

•Continuously improving

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 Agile Manifesto

Individuals and interactions over processes and tools

Working software over comprehensive documentation

Customer collaboration over contract negotiation

Responding to change over following a plan

http://www.agilemanifesto.org/

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Focus on the Greatest Value to

the Organization

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What Agile is NOT…

• The wild, wild west

• Undisciplined

•  An excuse to drop documentation

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Scrum Kanban

LEAN Many more…

Flavors of Agile

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Source: scrumalliance.org

• Sprints of 2-4 weeks

• Daily Scrum

• Burndown chart

• Sprint demo

• Retrospective

Scrum Key Concepts

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Source: agilealliance.org

• Kanban – Japanese for “ visual board”

• Visualize and manage workflow• Limit work in progress (“WIP limits”)

New work is pulled in when there is capacity to handle it 

Queue Analysis Dev Test Deploy

Kanban Key Concepts

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• Define Value based on customer expectations

• Understand the Value Stream; identify waste

• Work to establish Flow wherever possible

• Focus on Pull where flow is not possible

• Continuously improve towards Perfection

Lean Key Concepts

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USC JourneyDriven by Necessity 

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AcademicHistoryConversion

ERP Implementation – 18 Month Race

OrientationFall 2013AdmissionsApplicationAvailable

Fall 2013ScheduleBuild

Spring

2012

Summer

2012

InitialAdmittanceNotifications

FallSemesterStart

Spring

2013

Summer

2013

Fall

2013

Fall

2012

• 175+ modificationsor interfaces

initially identified

• 100 more introduced

over the course of 

the project.

Fall 2013Registration

Financial AidApplicationsProcessing &Awards

AR Conversion &Student Bills Posted

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Planning Process

Jan 2012 - July 2013

Triple Constraint: – Known Time and Scope

 – Determine Cost/Resources

Scope

Quality

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Determining Scope and Cost

Small

Medium

Large

HUGE

XL

7000 Hours for Conversion32,000 hours for Development

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 Agile Staffing Model

• 2 week sprints toreact quickly

• Synchronizedplanning and

sprint schedules

Scrum

of

Scrums

Conversion

Scrum Team

Development

Scrum Team

DevelopmentScrum Team

Development

Scrum Team

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Ensuring Quality

• Development standards• Peer reviews

• Integrated builds• Release management

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Tracking Progress

• Tracked SprintProgress ViaGoogle Docs

• Easy to use

• Ideal for VirtualTeams

• Transparency

BuildsConfidence

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Results

• All business process deadlines met

•Consistent, reliable, repeatable development processand artifacts

•Knowledge transfer more readily shared due to teamknowledge – not individual

•Better technical designs from teams

• Easy transition to operations.

• Teamwork, Transparency, Trust!

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Operational Model

• Enhancementsto ERPEach Sprint

• Trained Entire

DevelopmentStaff andPMO

• Other GroupsFollowing

ThisModel

 –Infrastructure, Data Warehouse, Web, 3rd Party Apps

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Notre DameGrass Roots Desire to Improve

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Notre Dame’s Agile Journey

• Pioneers – 1 year • Gaining momentum – 2 years

• Taking Hold – 4 years

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Pioneers

• Milestones – Visit to SunGard to see “Scrum in action”

 – ScrumU group formed

 – Funding request for ScrumMaster training

 – ScrumND group formed

•  And a turning point…

 – The1st project run using Scrum – started Feb 2009

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Credit: Janet Shulaw

Our First Scrum Project

Burn-down chart(ProgressTracking)

Dedicated teamand team room

Sprint stories

(Requirements)

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Challenges Emerged …

• Cross-departmental and/or non-dedicated teams• New team for each project

• Campus Setting

• Multiple product owners/sponsors• Competing campus priorities

• Project can’t go on forever, next customer waiting

• Integrating approach with existing projectframework

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• ScrumMaster Training

• Kanban Emerges

• Adventures in Scrum

Gaining Momentum

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Kanban emerges as analternative…

• “ScrumND” changes to “ AgileND”

ScrumMaster Training (FINALLY!)

• 20 participants

•  All levels of the organization

• Included customers

Queue Analysis Dev Test Deploy

Kanban Emerges

Alumni Online Engagement Scrum

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Alumni Online Engagement ScrumProject

Sprint Task Boards

Vendor Timeline

Team Color Coding

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Performing Arts Center Ticketing Project

Sprint Boards

Vendor Timeline

Team Color Coding

The big finish Scrum team room

Infrastructure Team Gets On

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TRAVELND SCRUM BOARDS

The “CAN ban”

Credit: Julie Pawlak

Infrastructure Team Gets On

Board

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Taking Hold

• Post-Its!

• Merging approaches

• Kanban to Scrum conversion

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Post-its Take Over!

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Chart Revision Project - The Traveling Sprint Task Board!Credit: Chris Corrente

Innovations…

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Innovations…

Credit: Michelle Sorensen

Graphs to monitoroverall progress taped

to the wall!

Documentation

PhaseLegal / PolicyReview Phase

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Kanban to SCRUMNew Cloud Service Delivery

Pilot → Kanban

Agile enabled

flexibility

strong team identity

Deployment → SCRUM

Taking it to the next level,

with the same core team

Queue Analysis Dev Test Deploy

Introducing Agile

Innovations…

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Innovations…Release Planning

Credit: Michelle Sorensen

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Innovations…Operational Work

Credit: Tracy Weber 

Due Dates tracked on

Kanban board

Credit: Julia Bruckert

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Innovations…Operational Work

Credit: Kristen Morin

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Using a Cloud Scrum Tool

Innovations…Pivotal Tracker 

I ti T ll

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Innovations . . . Trello

Using a Cloud Kanban Tool

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The Summary of Notre Dame’s Journey

Embrace the “buts”!

Or

Provide freedom and flexibility to use a combinationof Agile methods and reap benefits related to

Transparency, Accountability and TEAMWORK!

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Looking back at what we’ve learned…

You can apply Agile and Scrum techniques …

• In all different business contexts

• To all types of projects – even infrastructure!

• With cross-functional non-dedicated teams

• With remote people on the team

• Without an official team room

• With a little bit of leadership support

• With multiple product owners

• Without really having any type of grand vision• With A LOT of super-stickies!

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YOUR JOURNEY

Which path is right for you?

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Categories of Approach

1. Grass RootsPick a project with open minded team and try an agile approach;Interested team members "just do it" and see how it goes.

2. Small Focused InitiativePilot agile techniques on a small initiative or project with

allocated funding and resources.3. Program

Pilot agile techniques on a strategic program or initiative withallocated funding and resources.

4. Big-Bang

Roll out agile techniques in a structured way across an entiredivision or service; Top down approach.

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Which approach is right for me?

  Approach

  Driver  Grass Roots

Small focused

initiative Program Big Bang

Urgent need   0 1 3 5

Need for transparency   2 2 4 5

Heat map

0   1   2 3   4 5

Bad Fit Excellent Fit

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Overcoming the Obstacles

Potential Obstacle Strategies to Employ

Lack of Funding for Tools &

Training

Explore public domain tools and training

Lack of Management Buy-In   Demonstrate results with pilot projects

Lack of Customer Buy-In   Trial basis – commit to 2-3 sprints and assess

Demonstrate results with pilot projects

Be transparentTeam Members’ Discomfort   Emphasize even pace

Eliminate marathon projects

Vendor’s Waterfall Plan   Utilize time-boxing for deliverables from SOW

Fixed Deadline Project   Utilize time-boxing for project deliverables

Too Many Unknown’s   Utilize estimation approaches: Poker, T-Shirts, etc.

Build in time for analysis

Progressive elaboration of solution

Too Many Urgent Problems   Reserve % of sprint capacity for production support

Allocate protected time

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Questions?

Additi l R

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Additional Resources

• www.scrumu.org

• www.agilemanifesto.org

• www.scrumalliance.org

• www.implementingscrum.com• www.mountaingoatsoftware.com

• www.controlchaos.com

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Contacts

• Notre Dame – Sherry Morrill smorrill@nd.edu

 – Kirsten Morin kmorin@nd.edu

 – Michelle Sorensen msorense@nd.edu

 – Tracy Weber tweber1@nd.edu

• University of South Carolina

 – Rita Anderson ritaa@sc.edu

 – Kristine Sunda kristine@kshannonassociates.com