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LEAN STRATEGIES FOR IT SUPPORT ORGANIZATIONS Scrum Gathering 2011 Seattle Roger Brown CSC, CST Moonrise Consulting, San Jose, CA Peter Green Agile Coach and Trainer, Adobe Systems, Inc. With assistance from Jonathan Snyder, Adobe Systems, Inc. and Jeff McKenna, Agile Action

Lean strategies for it support1.9 presented

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Page 1: Lean strategies for it support1.9 presented

LEAN STRATEGIES FOR IT SUPPORT ORGANIZATIONS

Scrum Gathering 2011Seattle

Roger Brown CSC, CST Moonrise Consulting, San Jose, CAPeter Green Agile Coach and Trainer, Adobe Systems, Inc.

With assistance from Jonathan Snyder, Adobe

Systems, Inc.and Jeff McKenna, Agile Action

Page 2: Lean strategies for it support1.9 presented

CAN IT SERVICES BE AGILE?

2

Page 3: Lean strategies for it support1.9 presented

LEAN PRINCIPLES

3

Minimize the time from order to cash2.

Map the

Value Strea

m

3. Creat

e Flow

4. Establish

Pull

5. Seek Perfecti

on

1. Identi

fy Value

The five-step thought process for guiding the implementation of lean

techniques is easy to remember, but not always easy to achieve

- lean.org

Page 4: Lean strategies for it support1.9 presented

IDENTIFY VALUE

Specify value from the standpoint of the end customer by product family.

2. Map the

Value Strea

m

3. Creat

e Flow

4. Establish

Pull

5. Seek Perfecti

on

1. Identi

fy Value

Page 5: Lean strategies for it support1.9 presented

SOURCES OF VALUE FOR ENTERPRISE SYSTEMS

$ Useful functionality

$ High system reliability

$ Quick system response

$ High quality$ Ease of use$ Good support

Page 6: Lean strategies for it support1.9 presented

MAP THE VALUE STREAM

Identify all the steps in the value stream for each product family, eliminating whenever possible those steps that do not create value.

2. Map the

Value Strea

m

3. Creat

e Flow

4. Establish

Pull

5. Seek Perfecti

on

1. Identi

fy Value

Page 7: Lean strategies for it support1.9 presented

Product Definition

Product Developme

nt

Product Delivery

THE SOFTWARE DEVELOPMENT VALUE STREAM

Scrum practitioners have focused on these activities

Product Backlog

Creation and Release Planning

Development and Testing

during Sprints

Frequent Releases to Production

Sprints

? ?

Need better contrast for projection.
Page 8: Lean strategies for it support1.9 presented

EXPANDING THE VALUE STREAM

Where does the Product Vision come from?

Scrum

Where does the Product go after delivery?

Product Discovery

Product Definition

Product Developme

nt

Product Delivery

Product Operation

Innovation GamesPragmatic MarketingCustomer

Development

DevOps

Who is missing?

Leading edge Agile approaches

Mainstream

Page 9: Lean strategies for it support1.9 presented

DEVOPS

Done, done, done

Development Operations

Rele

ase

an

dD

ep

loy

Page 10: Lean strategies for it support1.9 presented

COMPLETING THE VALUE STREAM

Product Discovery

Product Definition

Product Developme

nt

Product Delivery

Product Operation Support

Support is the interface to the

customer

Now we can start thinkingabout optimizing the entirevalue stream

Bleeding edge for Agile Enterprises

What Lean/Agile

opportunities an we find?

Page 11: Lean strategies for it support1.9 presented

Product

WHAT IS SUPPORT?

What is a Service? Activities, not tangibles Produced and consumed at the

same time Customer is a co-producer Utility + Warranty

Service

Page 12: Lean strategies for it support1.9 presented

WHAT LEAN PRACTICES HAS YOUR ORG TRIED?

Lean Production Practices Often Applied to Services:

• Reduce average activity time (stop watches!)• Heavy specialization (silos!)• Resource Management (offshoring!)• Stepwise forwarding (your incident record has 10 entries…)• Standardization (support scripts!)

Focus is on activity and cost.

Customers are frustrated.Workers are de-motivated.

Page 13: Lean strategies for it support1.9 presented

THE NEW PERSPECTIVE

Treat Service as a system and focus on capacity and capability to achieve flow.

Economies of ScaleEconomies of Flow

Page 14: Lean strategies for it support1.9 presented

FINDING FLOW

Make the value-creating steps occur in tight sequence so the product will flow smoothly toward the customer.

2. Map the

Value Strea

m

3. Creat

e Flow

4. Establish

Pull

5. Seek Perfecti

on

1. Identi

fy Value

Page 15: Lean strategies for it support1.9 presented

USER DEMAND

Story

Story

Story

Defect

StoryRefacto

rStory

Defect

Story

Where does it come from?

Page 16: Lean strategies for it support1.9 presented

VALUE DEMAND

Value Demand is the work that originates in product discovery and improvement.

Page 17: Lean strategies for it support1.9 presented

FAILURE DEMAND

Failure Demand is the work that originates in product mistakes, mishaps and misunderstanding.

Page 18: Lean strategies for it support1.9 presented

THE LEAN NO-BRAINERS

18

We know about these from our Agile experience:

- Small batches- Single piece flow- Limit Work In Progress

Page 19: Lean strategies for it support1.9 presented

DECENTRALIZED CONTROL

Page 20: Lean strategies for it support1.9 presented

ABOUT VARIABILITY

In general, it is better to reduce the economic consequences of variability than to try to reduce variability.

- Reinertsen

Manufacturing Development Support

Unit

Unit

Unit

Unit

Unit

Unit

Story

Story

Story

Story

Story

Story

Ticket

Ticket

Ticket

Ticket

Ticket

Page 21: Lean strategies for it support1.9 presented

ESTABLISH PULL

As flow is introduced, let customers pull value from the next upstream activity.Note: customer is the next downstream process, not just end users

2. Map the

Value Strea

m

3. Creat

e Flow

4. Establish

Pull

5. Seek Perfecti

on

1. Identi

fy Value

Page 22: Lean strategies for it support1.9 presented

PULL

22

Push systems overwhelm capacity, creating turbulence, waste and delay

Pull systems have a steady flow that provides predictability

Push

Page 23: Lean strategies for it support1.9 presented

Normal Urgent Process ImprovementWI Types:

DesignWIP=2

TestWIP = 3 Done

DevelopWIP=4

(PrioritizedBacklog)

Doing Done Doing Done

Bottleneck Station

1312111098

7654

321

Workflow

WIP

Limit

WIP

Limit

WIP

Limit

SIMPLE SOFTWARE KANBAN BOARD

To Do

23

KANBAN

Page 24: Lean strategies for it support1.9 presented

KANBANWIP Limits

Visual Management

Self Assignment

Prioritization

Incremental Improvement

This is for you
Page 25: Lean strategies for it support1.9 presented

CADENCE

Sprint 1 Sprint 2 Sprint 3

Decomposition

Scrum for development

Lean for operations

Page 26: Lean strategies for it support1.9 presented

SEEK PERFECTION

As value is specified, value streams are identified, wasted steps are removed, and flow and pull are introduced, begin the process again and continue it until a state of perfection is reached in which perfect value is created with no waste.

2. Map the

Value Strea

m

3. Creat

e Flow

4. Establish

Pull

5. Seek Perfecti

on

1. Identi

fy Value

Page 27: Lean strategies for it support1.9 presented

ABOUT PERFECTION

Perfection is never actually achieved. The notion of perfection is itself subject to a process of continuous improvement.

- Jonathan Snyder

When does our processreach perfection?

Page 28: Lean strategies for it support1.9 presented

REDUCING WASTE

Manufacturing Enterprise System Support

Inventory Stale support requests, planned process improvements, unreleased fixes

Extra processing Heavy process steps, meetings, work assignments, manual reporting

Overproduction Standardization of responses, speculative process changes

Transportation Task switching, issue triage, offshoring, issue forwarding

Waiting Specialist bottlenecks, batch fixes for a hot patch, reproducing environments and configurations, queue escalations

Motion Emergency fixes, handoffs due to specialization, log in to multiple systems to test or research

Defects Lost knowledge, mis-applied fixes, out-of-date scripts, Addressing systems instead of root causes, bugs

The Seven Deadly Wastes

Page 29: Lean strategies for it support1.9 presented

LEAN PRODUCT DEVELOPMENT GOALS

Valuable Product

Usable Knowledg

e

Plan

DoCheck

Act

Demming Cycle

• Patterns• Institutional knowledge• Knowledge sharing• Learning Organization

I am out of steam...
Page 30: Lean strategies for it support1.9 presented

FASTER FEEDBACK

Plan

DoCheck

Act

Demming Cycle

Page 31: Lean strategies for it support1.9 presented

EXISTING FEEDBACK LOOPS TO IMPROVE

Product Discovery

Product Definition

Product Developme

nt

Product Delivery

Product Operation Support

HelpDesk

ReliabilityConfigurationPerformanceCompliance

Bugs

ReleaseFrequency

Page 32: Lean strategies for it support1.9 presented

NEW FEEDBACK LOOPS TO ADD

Product Discovery

Product Definition

Product Developme

nt

Product Delivery

Product Operation Support

LearningSupport viewpoint,

toolsLow value featuresInefficient features

Supportability featuresFeature ideas from customers

Usability issuesWrong featuresMissing features

Customer desiresEmerging problems

Help Desk

Page 33: Lean strategies for it support1.9 presented

INCREASE CUSTOMER INVOLVEMENT

Product Discovery

Product Definition

Product Developme

nt

Product Delivery

Product Operation Support

Focus Groups

Customer Representatives

Customer Validation

Page 34: Lean strategies for it support1.9 presented

AGILE ENTERPRISE MANIFESTO

We are uncovering better ways of developing enterprise business services by doing it and helping others do it. Through this work we have come to value:

Incentives for quality and value over time and cost

Agile organization over agile project methodology

Knowledge management over tribal memory

Economies of flow over economies of scale

That is, while there is value in the items on the right, we value the items on the left more.

- A work in progress by Jonathan Snyder, Sr. Manager, IT Application Support,

Adobe Systems, Inc.

Page 35: Lean strategies for it support1.9 presented

REFERENCESAnderson, D. J. (2010). Kanban:

Successful Evolutionary Change for Your Technology Business. Sequim, WA: Blue Hole Press.

Beck, K., & al., e. (2001). Manifesto for Agile Software Development. Retrieved from agilemanifesto.org: http://agilemanifesto.org/

Bell, S. C., & Orzen, M. A. (2011). Lean IT: Enabling and Sustaining Your Lean Transformation. New York: Productivity Press.

Grönroos, C. (2007). Service Management and Marketing: Customer Management in Service Competition, 3rd Edition. Hoboken: J. Wiley.

Humble, J., & Farley, D. (2010). Continuous Delivery: Reliable software releases through build, test, and deployment automation. Boston: Addison-Wesley.

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Reinertsen, Donald G. (2009). The Principles of Product Development Flow: Second Generation Lean Product Development. Redondo Beach, CA: Celeritas Publishing.

Seddon, J., & O’Donovan, B. (2009). Rethinking Lean Service. http://www.systemsthinking.co.uk/6-brendan-jul09.asp

Womack, J. P., & Jones, D. T. (1993). Lean Thinking. New York: Free Press.

Womack, J. P., Jones, D. T., & Roos, D. (1990). The Machine that Changed the World. New York: Macmillian Publishing Company.