Business Analysis Support of Large, Scaled-Agile Programs:
A Case Study
Operated by the National Marrow Donor Program® 1
Be The Match’s Mission:
“We Save Lives Through Cellular Therapy”
3 Operated by the National Marrow Donor Program®
Delivering Cures for Blood Cancers
For people with life-threatening blood cancers like leukemia and lymphoma or other diseases, a cure exists. Be The Match connects patients with their donor match for a life-saving marrow or umbilical cord blood transplant.
4 Operated by the National Marrow Donor Program®
Jade, cord blood transplant recipient
Registry Platform Program
• Replace legacy technology • Architect as a platform • Reengineer data and business processes • Develop new tools • Improve capabilities
11 Operated by the National Marrow Donor Program®
Previous Attempts
• Previous attempts to do this • Partial successes • Never reaching the goal • Stakeholders affected
– “We already did this analysis” – Some tacit skepticism
• Recognition of need and urgency overcame this
Operated by the National Marrow Donor Program® 12
Agile
• Be The Match is a recent adopter of Scrum • Agile methods had been used on smaller,
stand-alone projects • But not yet done on a large program • Scaling Agile challenges
13 Operated by the National Marrow Donor Program®
Program Structure
• Program – 3 years, Large Scope – One Program Manager – Two Business Sponsors – Steering Committee
• Included most of the C Level executives
14 Operated by the National Marrow Donor Program®
Projects and Teams
• Program included – Four projects
• 3 PMs
– Six agile development teams • 2 of them offshore (Minsk) • 4 Scrum Masters (1 in Minsk)
– Data team, Design team, Solution Architecture team
15 Operated by the National Marrow Donor Program®
Business Analysts, Products Owners, and Business Stakeholders
• One Enterprise Business Analyst – Program Level Business Analysis & Architecture
• Six Business Analysts – Project Level Business Analysis
• Three Product Owners, Four Business Leads • Numerous SMEs
16 Operated by the National Marrow Donor Program®
Business Analysis Challenges
• Multiple Scrum teams – Some teams offshore
• Multiple Products – Needing to work together as a value chain
• Complex domain – Data
17 Operated by the National Marrow Donor Program®
What the Program Needed from BAs
• Context – How things fit together within value chain
• Abstraction – Strip away information to facilitate communication
• Insights – Actionable
18 Operated by the National Marrow Donor Program®
Models
• Modeling techniques that provide context for user stories and epics – BPMN – Data Flow – Use Case – Ad-Hoc
19 Operated by the National Marrow Donor Program®
BPMN: the go-to process model Screen
ingandCo
nsen
t
DC00
1WorkupSpecialist
Dono
r
CaseM
anager
Client
Process
Specialist
WULiaiso
n
Finance
OrderfromCaseManagement
2.1CallDonorto
determineidentifiedRCDADrisksandgetagreementtoproceed
2.2Scheduleinfo
session.RequestaInformationPacketbesenttoDonor
HHSQ
Phonecall
InformationPacket
2.4CallDonorto
conductinformationsession
Phonecall
NoIdentifiedRisk,Suitable,
andWilling
Eligible,Willing,
andSuitable
Ineligible,orNotSuitable,
orWilling
SignedConsentFormandHHSQ
2.5Enterinformationintosystem.SubmitHHSQandconsent
forreview
2.7Updatestatus.
Callandsendfollowupemailtodonorregarding
participationstatus
2.8VerifyreleaseandinformclientofDonorrelease
Donorrelease
IdentifiedRisk,orNotSuitable,orUnwilling
2.6ReviewHHSQandconsent.SendfinalGatereviewdocs
backtoWUSpecialist
HHSQanddocs
FinalGatereviewdocs
EligibilityEmail
2.3PrepareandsendInformationPacket
toDonor
FinanceTrigger
FinanceTrigger
21 Operated by the National Marrow Donor Program®
Data Flow Diagram: awesome context conveyor
22 Operated by the National Marrow Donor Program®
STAR CrisLink
Donor
DIYApplication
(web)
Application
Demographics
KeyinApplication
Application
Demographics
Recruiter
Receive,inspectandstoreswab
Swabs
Samplestorageinfo
Samplestorageinfo
SendSampleInfotoSTAR
Samplestorageinfo
FinanceSystem
Keyindriveinfo
DriveResults
Driveinfo
Createtypingrequests
Queue
TypingRequest
Use Case Analysis: perspective
23 Operated by the National Marrow Donor Program®
Registry/DataQuality
LabServices
Biorepository
Finance
UC1:ReceiveandProcess
DonorRecruitmentSamples
UC2:AnalyzeQueueandPlan
LabShipments
UC3:SubmitLabTestBatchOrder
UC4:AssembleandSend
Shipments
UC5:ManageSupplyofQC
SamplesUC6:
ConductTestsandSendResults
UC8:Evaluate
TestResults
UC7:Receive
TestResults
UC9:UpdateRegistry
UC10:TrackOrderFulfillmentandLabPerformance
UC11:PayLabs
DonorManagement
ExternalLabs
Ad Hoc Diagrams: just add value, baby
ProgramDefines,Delivers,andPays
ForIt
ProgramDefinesandPaysForIt;OtherTeamsDeliver
ProgramDefines;OtherTeamsDeliverandPayForIt
B2B
Finances
Crislink
Haplogic
Case
Traxis
CordSourceStarLinkWeb
CIBMTRBioinformatics
Unite
PTRMatchPTR
(notinCORE?)(noUIdisplayneeeded)
LegacyPTR(noUIdisplayneeded)
HistoricalTestResult:PrimaryData
A
HistoricalTestResult:GLString
BHistoricalTestResult:
Haploid
C
HistoricalTR
(CORE
)PT
RForm
attin
g
12
3
1.1GLString:up-to-dateversionoftheGLstringthatwaspersistedinTRhistoryTRandidentifiedasthePTR.
1.2GenomicList:up-to-dategenomiclist(tableview)versionoftheGLstringthatwaspersistedinTRhistoryTRandidentifiedasthePTR.
1.3Haploid:up-to-dateMAChaploidtranslationoftheGLstringthatwaspersistedinTRhistoryTRandidentifiedasthePTR.
2.1GenomicList:up-to-date,(fullydecomposedtotheallelelevelandutilizingshortnames),genomiclist(tableview)versionoftheGLstringthatwaspersistedinTRhistoryTRandidentifiedasthePTR,andwhichisconsumablebyHaplogic.ThiswouldenrichedwithotherinfofromGRD.
3.1ReferenceID:PTRMaintenance
Updates
PTRMaintenanceUpdates
PTRMaintenanceUpdates
Event1
Event1.1,1.2,...*
HistoricalTR
(Leg
acy)
HistoricalTestResult:PrimaryData
Onetimere-interpretationofLegacyprimarydataintoGLstringsusingaspecificGRDversion,andthensavingthoseGLstringsintoCore
OnetimemigrationofLegacyprimarydataintoCore
HistoricalTestResult:Haploid
24 Operated by the National Marrow Donor Program®
Ad Hoc Pt. 2
25 Operated by the National Marrow Donor Program®
Legacy
HistoricalTRs-Co
rePTRs-Core
MatchPTR
LegacyPTR
PrimaryData
GLString
Haploid
PrimaryData Haploid
Step1:ETLofSearchTypingvalues
fromRegODStoPTRinCore
Step2a:ReinterpretGLStringsfromPrimarydata
Step2b:Migrationofsequencedata
toCore
Sequenceonly
Step3:PTRCuration
PTR
(GLstring)
(Haploid)
SearchTyping(RegODS)
Genotypelist
Pdtl
Business Architecture
• Business Architecture domains that spoke to project sponsors and program leaders: – Capabilities – Information – Products and Services
26 Operated by the National Marrow Donor Program®
Capabilities
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Supp
ortin
gC
ore
Test Result (TR) Management
TRProcessing
TRPersistence
TRIntake
TRProvisioning
Performance Tracking & Reporting
Source Management
Non-MemberSource
Management
SourceSharing
MemberSourceManagement
Search & Match
Sample Inventory Management
SampleStorage
QCSampleGeneration
SampleIntakeandInspection
ShipmentManagement
Financial Management Medical Services Management
Business Party Management IT System Management
Legal and Regulatory Management
SecurityandPrivacy
Compliance
Order Management
FulfillmentOrder
Management
CustomerOrder
Management
SupplierOrderManagement
FundingProgram
Management
Reference Data Management
RefDataCuration
RefDataIntake
Case Management
SuitabilityManagement
Scheduling
EligibilityManagement
Counseling
ConsentManagement
AutomatedSearchandMatch
Bioinformatics
SearchStrategy
Network Management
Contract/AgreementManagement
TransplantCenter
Management
ApheresisCenter
Management
DonorCenterManagement
LabManagement
RegistryNetwork
Management
ResearchNetwork
Management
StandardsGroup
Participation
Cell Collection Cell Supply Chain Management
Registry Management
DataQualityManagement
Information
Submission
-WhotheSubmissionisfrom-WhytheyaresendingtheSubmission
SampleResult
-SampleID(suppliedbyNMDP)-memberName
TypingTestResult
-memberName-memberName
1
1..*
LabTestOrder
-memberName-memberName
0..11..*Isofteninresponseto>
OrderLineItem
-memberName-memberName
1
1..*
0..*1..*
Isfulfilledby>
1
1..*
TestResultInformation LabTestSupplierOrderInformation
-HMLVersiontheyareusing-UniqueIDSubmitterassigned
Subject
-DonorCenter(ifSubjectisaDonor-CordBloodBank(ifSubjectisaCBU)
SubjectInformation
11..*Isanordertotestasamplefroma>
28 Operated by the National Marrow Donor Program®
CustomerOrder
-memberName-memberName
FulfillmentOrder
FulfillmentSteps-memberName
SupplierOrder
-memberName-memberName
0..1
0...*
LabTestSupplierOrder
-OrderLineItems(SOLID)-memberName
0..1
1...*
Characteristics:· ACOisarequestforasource;· ItisinitiatedbyaCustomer(e.g.TC,BioTherapiesClient)· Itservesasa“container”forthe1ormoreFO’sthatareusedtoaccomplisha
CO· ACOisinitiatedwiththeinitialFOforacustomer;itcanhavemanydifferent
outcomesdependingontheresultsofthoseFOs
Characteristics:· AFOisforaspecificthingthataCustomerwantsNMDPtodoforaspecific
source;andinexchangedoingthework,thecustomerwillpayNMDP· ItisinitiatedbyoronbehalfofaCustomer· AFOisoftendoneaspartofalargerCO(ArethereexceptionswhereaFOcan
bedoneoutsideofaCO?)· FO’saredefined“menuitems”thataCustomerselects(e.g.forDonor:CT,HR,
Hold,WU)· EachFOhasadefinedsetofFulfillmentSteps· ThecompletionoftheFulfillmentStepsdeterminethestatusoftheFO.· NMDPcanbepaidforproductsdeliveredandservicesdone(attheFulfillment
Steplevel)
Characteristics:· ASOisinitiatedbyNMDP.· ASOisarequestforasuppliertodosomethingspecificforNMDP;andin
exchangefordoingwhatwasordered,NMDPwillpaythesupplier.
Characteristics:· AtypeofSO· Usedwheni)thesupplierisacontractedlab,andii)what’sbeingorderedis
typingresultsfromasourcesample
Products and Services
29 Operated by the National Marrow Donor Program®
Capabilities
delivervalueintheformof
Processes
arecombinedandmadeactionablethrough
Clients
purchase
areexternalfacingdescriptionsof
combinationsof1..*
Products/Services
Developing Artifacts for Scaling Agile Programs
• Develop point-in-time artifacts • Describe the business needs • Define business goal “initiatives” • Assist in identifying and grooming epics and stories • Manage an “executive summary” of the program
backlog
30 Operated by the National Marrow Donor Program®
Describe the Business’ Story Ga
teway
Core
SOM
SubmittedHMLMessage
1)Determinewhether
thesubmittedmessageisvalid{StructureVal.}
2)DeterminewhetherallTRspassbasiccontentrules{ContentVal.}
HMLSubmission
4)DeterminewhethertestresultsareforResearchorRegistry
RegistryIntendedUse
Research
6)ExtractTRsubmissionfromRegistryQueueoffilerepository
HLA8)
GenomicValidation
ReporttoDashboard
InvalidTR
16)Discordant/DiscrepancyDeterminationandPTRDetermination.
Flagged
Displayforinternalusertoreview
15)AssociateTRtoSubjectIDandPersistinCore
7)Identifywhatgene
familythetestresultisfor ForeachTR
KIRCCR5
ABO/RhD
9)PassTRinfotoSOM
whenSOLIDispresent
10)LookuptheOrder
LineItemID
OrderLineItemmatched? yes
11)Determineiftheattributesmatch?
12)ReplybacktoCore
andGateway
Replyviaprocessorwhichthenreportstodashboard
no
ReporttoDashboard
14)TestResult
ExceptionHandling
13)TrytofindaSubjectIDtoassociatetoTR
AbletofindTRtoaSubject? yes
no
3.5)DeterminewhetheranyTR
failedSOLIDrelatedschemavalidation.Ifso,postanadvisorymessage
toDashboard
FailedStructureValidation FailedContentValidation
5)SaveTRsubmissiontotheRegistryQueueoffilerepository
UpdateDashboard3)
DeterminewhetherallTRshaveeitheraSOLIDoraCenter
Code
FailedContentValidation
ChangestobemadetoHML:Add· OrderLineItemIDNolongerrequired· CenterCode
Note:ProjectName/TestReasonwillremainasarequiredfieldsothatthatthedeterminationofResearchorRegistrycanbedoneinActivity#2
InfopassedontoSOM· SupplierOrderLineID(SOLID)Infoforreceived-to-orderedcomparison
· SampleID· ReportingCenter· Testdone
InfoforSOMuseonly· Resolutiondone· Methodused· Date&Time(persistedtofilequeue)· FailedResult(y/n)
Infoneeded{forreportingtoDashboard· DocIDGUID
InforeportedtoGatewayifthere’sa“no”foranyofthefollowingquestions:-WasOLIDfound?Ifyes,-DOSIDsmatch?-DoRCsmatch?-DoTestsmatch?
Expectlabtoresubmitmessages.Theywillneedto
dosotogetpaid
32 Operated by the National Marrow Donor Program®
Use a Business Initiative Level in the Backlog New
ReadytoEstimate
ReadyforaHigh-LevelSWAG
Estimated
IthasaSWAG
DecomposedintoEpic
Hasasetofepicsthatcovertheinitiative
Hasacomprehensivesetofepicsthatcovertheinitiative
Planned
Epicsareestimated
Done
alloftheworkunderthisinitiativeisdone
New
ReadytoEstimate
GroomedandreadyforaHigh-LevelSWAG
Estimated
IthasaSWAG
DecomposedintoStories
Hasacomprehensivesetofstoriesthatcovertheepic
New
In-Progress
Oneormorestoriesunderepicarebeingactivelyworkedon
Done
alloftheworkunderthisepicisdone
ReadytoEstimate
Groomedandreadytoestimate
Estimated
Ithasanestimate
ReadyforSprint
Readytobeallocatedtoasprint
In-Progress
Storyisbeingactivelyworkedon
Done
ReadytoTest
Tested
• Initiative – Epic
• Story • Story
– Epic • Story
• Initiative
33 Operated by the National Marrow Donor Program®
Assist in identifying and grooming backlog
• Contribute to and Edit backlog content – Rationale – Acceptance Criteria – Description
• Initiatives and Epics
34 Operated by the National Marrow Donor Program®
Manage an “Executive Summary” of Backlog
Organize backlog: • Immediacy • Releases • Teams • Components
35 Operated by the National Marrow Donor Program®