IBM Collaborative Lifecycle
Management & SAFe®
IBM’s support for the Scaled Agile Framework®
V3.0 methodology in the IBM CLM solution
Ibm.biz/safesupport
Presented by:
Amy Silberbauer
Solution Architect, DevOps Plan &
Enterprise Scaled Agile
[email protected]
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SAFe
Landing
Page: One-stop
shopping
•
•
•
SAFe Reports
Getting Started Kit
YouTube Videos
–
–
•
•
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Demonstrations
Scenarios
Release Overview
Webinar Calendar
… and more!
http://ibm.biz/safesupport
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IBM’s SAFe Program/Team Support
Get your SAFe Program up
and running in an hour!
Rational Team Concert V6.0
Project Area Initialization
Work Items & Attributes
Plans (Roadmap, Kanban, WSJF Ranked List)
Reports
Process Guidance
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Updates to Program/Team Support in V6.0.1
Post-Initialization Task
• Points to new Process Configuration Guidance page on SAFe Landing Page
• Surfaced on Program Overview tab of the dashboard for easy access
Dashboards
• Renamed “Current Program Increment (PI) Progress” tab to “Current Program Increment
(PI) Planning”
• Remove Team Member tab from Team Dashboard
Add calculated attribute to PI Objective
• % achieved value = value (actual) / value (planned)
Architectural Runway plan view
• Tree View (parent-child) with Program Epics -> Features where both are the Architectural
type
Acceptance Criteria
• Update to Feature and Story for capturing Acceptance Criteria
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CLM 6.0: Tooling Infrastructure for SAFe Program
Single Team-based process (SAFe Scrum)
Rational Team Concert
Project Area
Rational Team Concert
Team Area in
Program Project Area
New environments
Existing environments
RTC SAFe
Program process
template creates:
Program with 2
teams, work item
types, default
timeline. plans,
work item
templates
Program 1
Team 1A
Team 1B
 Establish new Program with Teams
 Establish a new Program that tracks work of existing Teams
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Updated SAFe Program/Team RTC Dashboards
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Updated
in
V6.0.1
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SAFe RTC Work Item Types (Program)
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Updated
in
V6.0.1
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Key SAFe Practice: Kanban System (Program Epics)
Invest just enough within capacity to deliver
Key
Feature
WIP Limits
enforced
SAFe Kanban
System State
Groups
Kanban process enforced through:
• WIP Limits: Warning shown in red, Error prevents violation
• Workflow: Inability to move Epics in violation of the process
• Calculated WSJF that automatically sorts
Program Epics
with WSJF
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Key SAFe Practice: Weighted Shortest Job First
Quick, relative ranking – not precision!
User/Business Value
+
Time Criticality
+
Risk Reduction/Opportunity
Enablement
Cost of Delay
Investment
Key
Feature
Job Size
Set WSJF Component Values WSJF automatically recalculates
and list of Features is resorted
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SAFe RTC Project Area (Program)
Program/Team
Hierarchy
SAFe
Program/Team
Configuration
SAFe Roles
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IBM’s SAFe Support
Collaborative Lifecycle Management V6.0.1
CLM Lifecycle Project Area template (SAFe Portfolio)
Strategic Theme, Value Stream, Lightweight Business Case,
Portfolio Epic, Test Plan, Test Case Artifacts & Attributes
Plans (Roadmap, Kanban)
Reports
Process Guidance
Get your SAFe Portfolio up
and running in an hour!
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SAFe Portfolio Support in V6.0.1
New in
V6.0.1
CLM Lifecycle Project Area (manually created)
• RDNG Project Template to manage SAFe business-level artifacts (Strategic
Themes, Value Streams, Lightweight Business Cases)
• RQM Process Template to manage validation of Program Epics, Features and
Stories
• RTC Process Template to manage Portfolio Epics
Plan Type: Portfolio Backlog
• Kanban View
• Roadmap View
Additional Reports
• Program and Portfolio reports
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CLM V6.0.1: Tooling Infrastructure for SAFe Portfolio
Single Team-based process (SAFe Scrum)
Portfolio
CLM Lifecycle Project Area
Rational Team Concert
Project Areas
(Teams as
Team Areas in
Program Project Areas)
New environments
Existing environments
Program 1
Team 1A
RTC SAFe
Portfolio process
template creates:
Portfolio, work item
types, default
timeline, plans
Program 2
Team 1B
Team 2A
Team 2B
Team 2C
 Establish new Program with Teams
 Establish a new Program that tracks work of existing Teams
RDNG and RQM SAFe Portfolio templates create associated artifacts, project areas can
be linked as a CLM Lifecycle Project Area
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Tooling Infrastructure for SAFe
“Two-Speed IT” Programs – Supporting Teams with different
processes, delivery speeds
Portfolio
CLM Lifecycle Project Area
Rational Team Concert
Project Areas
Rational Team Concert
Project Areas
New environments
Existing environments
Program 1
Team 1A
Program 2
Team 1B
Team 2A
Team 2B
Team 2C
 Establish new Program with Teams
 Establish a new Program that tracks work of existing Teams
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SAFe RTC Project Area (Portfolio)
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SAFe RTC Portfolio Dashboard – “Starter Set”
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SAFe RTC Work Item Types (Portfolio)
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SAFe RDNG Project Area (Portfolio)
Folder
Structure
Custom Views
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SAFe RDNG Artifact Types (Portfolio)
Artifacts Types
Templates prefill the artifact
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SAFe RQM Project Area (Portfolio)
“Starter”
Dashboard
Important
“quick” links
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SAFe RQM Artifact Templates (Portfolio)
Templates provided for Test Suite and
Test Case also…
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SAFe Test
Plan
Templates
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CLM SAFe Portfolio Lifecycle Project Area
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Kanban System (Portfolio Epics)
Kanban
workflow
WIPLimited
Link to
Portfolio
Artifacts
(RDNG)
Rank by WSJF
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SAFe Domain Model - Overview
Requirements
Management
Change
Management
Quality Management
Note: the only team and test artifacts shown are those with relationships to program level
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SAFe Attributes
Requirements
Management
Change Management
Quality Management
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Quality Management Details
Quality Management
Note: subset of program and portfolio artifacts shown
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Work Item Templates
In-process guidance to help with methodology adoption
SAFe
Level
Program
Team
Template Name Description
Program Initiation
Program Increment
Innovation and
Planning
Use to create work items applicable when a Program is first initiated
Use at the start of each Program increment to create work items for the
typical program events, activities, requirements and ceremonies
Use prior to each Innovation and Planning Sprint and for each team to
create work items for typical Sprint events
Development
Iteration
Use before the start of each development iteration and for each team to
create work items for typical iteration events
 Use work item templates to create the set of tasks related to
completion of a SAFe ceremony, event or activity
 Tasks provide links to in-context guidance (specific SAFe concept on
Scaled Agile Framework web site
Helps with SAFe
methodology adoption –
“learn while doing”
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Development Planning
Tracking Progress
• Progress on work items tracked as Time Remaining
• Display estimates in hours selected
• In single SAFe Program project area with Team Areas, progress rolls
up from Team Tasks > Stories to Program Features
Program Backlog
plan type
• Kanban View: Implements SAFe Kanban System for Program Epics
• Roadmap: Epic > Feature [> Story > Task]
• WSJF Ranked List: Feature ranking by WSJF
Portfolio Backlog
plan type
• Kanban View: Implements SAFe Kanban System for Portfolio Epics
• Roadmap: Portfolio Epic > Program Epic [> Feature > Story > Task]
Team plans
• Based on Scrum process template (no change)
• Kanban and Taskboard views customized with updated work flows
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Test Planning
Tracking Progress
• In single SAFe Portfolio project area, quality objectives roll up from
child Team Test Plans to master Program Test Plan
• Progress on test execution tracked as test Points Progress
Program Test Plan
template
• Master test plan with link to Program Development Plan
• Test Schedule program increments and sprints aligned with
development iterations
• SAFe Level and Program categories for filtering and reporting
Team Test Plan
template
• Child test plan with link to Team Development Plan
• Test Schedule program increments and sprints aligned with
development iterations
• SAFe Level and Program categories for filtering and reporting
Test Case template
• Single test case template with Program test cases linked to Program
Features and Team test cases linked to Team Stories
• Test Type category aligns with SAFe requirement types
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Focus on value-based Reporting…
What do I need to know and how can I find out?
What is behind?
Look at status of Tasks, Stories, Feature, PI Objectives, Tests
How much are we
behind?
What is at risk? What
is causing risk?
Explore burn down of Stories, Features, PI Objectives and Tests
Explore dependencies: who is impacting/impacted; consider
changes during execution to time spent and scope
added/removed.
Why are we behind?
View discussion threads in work items
What actions should
be taken by whom?
How have we
performed so I can
plan better?
Risk ownership
Velocity and predictability data over time
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SAFe Reports
The following slides highlight the JRS reports supporting
SAFe metrics:

The SAFe-specific reports are delivered in a separately
downloadable archive: SAFe Reports V6.0.1

Some out-of-the-box JRS reports are also useful and, where
appropriate, these are noted

Screen shots of some of the reports are provided for your reference
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SAFe Portfolio Reports
JRS Report
Suitable
Dashboard > Tab
Description
Answers the question…
Allocated Capacity
by Strategic
Theme
Portfolio Dashboard >
Portfolio Overview
Graph: Shows the actual allocation of capacity
(percentage) across all Strategic Themes for the
current budget cycle.
Table: Shows details of the budgeted and allocated
capacity and investment in the table.
How is Portfolio capacity
allocated across Strategic
Themes?
Graph: Shows the # of Features on the roadmap for
each Program that are either in progress or complete
Table: Details grouped by Portfolio Epic by Portfolio
Epic
What has been “pulled” for
implementation?
Portfolio Roadmap
for [Program]
All Team work for
Portfolio
Portfolio Dashboard >
Portfolio Planning
Graph: Shows the count of all work
(resolved/unresolved) Team-level work across the
Programs in the Portfolio by Program.
Table: Shows all team-level work, it’s status and
alignment to the Program Epics through Features.
What are the Programs’ Teams
working on?
Which Programs
block work of
[Program]?
Portfolio Dashboard >
Risks and
Impediments
Table: Shows all Work Items that block work for
[Program], along with status and Program/Team that is
blocking.
Which Programs block work of
specified Program?
Graph: Shows Defects by severity that are not resolved
or on the backlog, grouped by Program, with their
associated Test Plan, if any.
Table: Shows details including target iteration and
associated test plan that raised the defect.
Which Defects are affecting
Portfolio quality?
Which Defects are
affecting Portfolio
quality?
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SAFe Portfolio Reports (continued)
Description
JRS Report2)
Suitable
(Page
Dashboard > Tab
Business Value
Delivery for
[Program]
Portfolio Dashboard >
Trends
Answers the question…
Graph: Shows business value achieved across the
Portfolio to-date by averaging the achieved value of
resolved Program PI Objectives across Programs within
the specified scope.
Table: Enables user to click on average to see the
individual PI Objectives and their achieved value that
was used in the calculation.
What is the actual value
delivered across the
Portfolio?
Portfolio Business
Value Achieved
Graph: Shows average % of achieved value by Program
across the Portfolio.
Table: Enables drill-down into each Programs %
achieved value to view PI Objectives, planned and actual
value.
What is the average
achieved value for the
Portfolio?
Portfolio Status
Graph: Shows number of Features that have been
resolved across Programs in the Portfolio.
Table: Shows details.
How many Features have
been resolved?
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SAFe Program Reports
JRS Report
Suitable Dashboard
> Tab
Description
Answers the question…
Program Roadmap
Program Dashboard >
Program Overview
Graph: Shows number of Team-level work items
associated with a Program Epic grouped by PI.
Table: Shows details, including the Feature and
Team iterations for Features and Team Work Items,
respectively.
What has been “pulled” for
implementation?
All Team Work by
State for [Program]
Program Dashboard >
Program Details
Graph: Shows the count of all Team-level work by
state for the Program.
Table: Shows details of Team-level work related to
Feature and Program Epics by PI
What are the Teams working
on?
Graph: Shows count of all team-level work grouped
by team in all Program Increments.
Table: Shows detailed breakdown from Feature to
Team-level work and includes Team PI Objectives.
How is the Teams’ work
dispersed across Pis?
Table: Shows PI Objectives ready for system
demonstration with associated contributing work
item(s) grouped by iteration.
Graph: Shows count of PI Objectives ready for
System Demo grouped by iteration with owning
team(s)..
What is ready to be
demonstrated to the Program
team?
Graph: Shows actual business value delivery by
count of PI Objectives for specified scope grouped by
Program/Team. Table: Shows details with PI
Objectives, Program/Team and actual, planned and
achieved value. Results shown are based on
resolved PI Objectives.
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How are the teams doing on
value delivery?
All Team Work by
Iteration for
[Program]
Ready for System
Demo [scoped by]
Business Value
Delivery for
[Program]
Program Dashboard >
Current Program
Increment (PI) Progress
© IBM Corporation
SAFe Program Reports (continued)
JRS Report
Suitable
Dashboard >
Tab
Description
Answers the question…
Business Value
Delivery for
[Program]
Program Dashboard
> Current Program
Increment (PI)
Progress
Graph: Shows actual business value delivery by count of
PI Objectives for specified scope grouped by
Program/Team. Table: Shows details with PI Objectives,
Program/Team and actual, planned and achieved value.
Results shown are based on resolved PI Objectives.
How are the teams doing on
value delivery?
Graph: Shows the number of resolved and unresolved
team-level work items for the current PI by Team.
Table: Shows details of the Team work with target
iteration and related Feature.
How are the Teams
progressing against the plan?
Shows any dependencies the Blocked Program has on
other Programs.
Which Programs are blocking
our work?
Is my Program blocking work of
another Program?
Graph: Shows the count of Defects by severity that are
not resolved or on the backlog.
Table: Shows details including target iteration and
associated test plan that raised the defect.
Which Defects are affecting our
quality?
Graph: Shows % Achieved Value grouped by Program
Increment for resolved objectives.
Table: Shows details of the PI Objectives and associated
work delivered to achieve value.
Is the Program improving its
ability to deliver value?
[Program/Team]
Business Value
Achieved
Graph: Shows % Achieved Value grouped by Team
iteration for resolved objectives.
Table: Shows details of the PI Objectives and associated
work delivered to achieve value.
Are the Teams improving their
ability to deliver value?
Team Velocity
(provided OOTB)
Shows velocity of all teams across the program by
iteration
Are we improving our velocity?
Program Increment
Progress
What Programs
block work of
[Program]?
Program
Dashboard > Risks
and Impediments
Which Defects are
affecting Program
quality?
[Program/Team]
Business Value
Achieved
Program
Dashboard >
Trends
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© IBM Corporation
SAFe Team Reports
JRS Report
Suitable Dashboard
> Tab
Description
Answers the question…
Burndown by Story
Points
(provided OOTB)
Team Dashboard >
Scrum Master
Shows the number of story points assigned to work
items that are either open or in progress over daily
intervals.
Shows the number of story points associated with
completed work over daily intervals.
What is the current progress?
Burnup by Story
Points
(provided OOTB)
Status of Teams’
Support for
Features
Status of Teams’ Support for Features
Graph:
Shows the status of all team-level work toward
delivery of Features scoped by the specified Program
and Program Increment. This report can be used to
show Feature delivery status for all teams in a
Program or for a specific Team.
Table: Shows details of the Team-level work.
Are we completing work?
How are we doing on Feature
delivery?
Incomplete stories
(table and graph)
(provided OOTB)
Shows the stories targeted to the current iteration
that have not been completed.
What is still not done?
Defects by priority
and team (graph
and table)
Shows a graph of open defects, grouped by priority
and team. The table groups defects by project,
priority, and team, and shows details about each
defect.
Shows any dependencies the Blocked Program
(Team in this case) has on other Programs.
What is impacting our Team’s
quality?
Shows the work items marked as “blocked” (as
opposed to, or in addition to, using the depends
on/blocked link).
What have we marked as
“blocked”?
What are the
dependencies
within my
[Program/Team]?
Blocked Work for
[Program/Team]
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What is blocking our Team’s
work?
What are we blocking?
© IBM Corporation
SAFe Team Reports (continued)
JRS Report
Suitable Dashboard
> Tab
Description
Answers the question…
[Program/Team]
Business Value
Achieved
Team Dashboard >
Product Owner
Are we improving our ability to
deliver value?
Ready for System
Demo [scoped by]
Graph: Shows % Achieved Value grouped by
Program Increment for resolved objectives.
Table: Shows details of the PI Objectives and
associated work delivered to achieve value.
Table: Shows PI Objectives ready for system
demonstration with associated contributing work
item(s) grouped by iteration.
Graph: Shows count of PI Objectives ready for
System Demo grouped by iteration with owning
team(s)..
Team Velocity
(provided OOTB)
Shows velocity of all teams across the program by
iteration
Are we improving our velocity?
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What are we ready to
demonstrate?
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Allocated Capacity by Strategic Theme
Toggle
between
graphical and
tabular views…
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Portfolio Roadmap
Toggle
between
graphical and
tabular views…
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All Team Work for Portfolio
Toggle
between
graphical and
tabular views…
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Other SAFe Reports for Portfolio
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SAFe Program-Level Scope
Program
Details
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SAFe Program-Level Scope
Current PI
Progress
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Next steps
Where can I learn more?
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IBM’s SAFe Support
What do you need to do?
Understanding SAFe
Resource
SAFe 3.0 in 9 minutes
Scaled Agile Framework landing page
SAFe Solution Overview V6.0.1
How does this help you?
Video overview of SAFe
Deep dive into SAFe 3.0
Overview of end-to-end SAFe V3.0 support in IBM
Collaborative Lifecycle Management solution
SAFe YouTube playlist
SAFe videos highlighting IBM’s support in the tooling for
agile planning (both scenario-based and “feature dump”)
SAFe Related Webcasts
Quick Planner Video
Fast and Fluid Agile Development with IBM Rational Team
Concert Quick Planner
Calendar of webcasts (past and future), with links to
recordings
Brief overview of Quick Planner
Deep dive of Quick Planner capabilities [GRUC (Global
Rational User Community) webcast]*
Tutorial: Get started with Quick Planner
Learn Quick Planner: 60-minute self-paced tutorial
Extend RTC capabilities
programmatically
Extending Rational Team Concert
Information on how to use the SDK provided by RTC to
develop programmatic extensions
Learn agile and IBM’s approach
Agile Learning Circle
Learn about other client successes
Nationwide and Atos, Transforming agile application
delivery across culture, processes and tools with IBM
DevOps
Site to engage with others, plan a learning roadmap and
access our resources
Nationwide’s successful agile transformation with IBM
Rational [YouTube video]
Understand IBM’s SAFe support
Learn about team-based agile
planning using Quick Planner
Learn best practices from subject
matter experts
Steve Farley and Carmen DeArdo on Agile and DevOps @
Nationwide
Telstra Corporation expands services with agile
development and IBM Rational tools
DevOps and the Path to Better Agile Development Google
Hangout
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Nationwide’s DevOps transformation [YouTube video]
Telstra’s story [YouTube video]
Google Hangout:
Tony Christensen (Telstra)
Alex Yakyma (SAi)
Amy Silberbauer (IBM)
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Thank You
© Copyright IBM Corporation 2013. All rights reserved. The information contained in these materials is provided for
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