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Demand and Portfolio
Management
Mai-Lan Tran
03 June 2015
2
Agenda
1. Introduction of Intland Software
2. SAFe and Portfolio Management
3. Benefits and challenges
4. Demand & Portfolio Management with
codeBeamer
5. Live demonstration
3
Demand and Portfolio Management
Webinar info
o Live demonstration will be followed by
a Q&A session
o Webinar recording will be available at
www.intland.com/webinars/
o Please register to our upcoming
webinars
o Enterprise Architect UML modeling
with codeBeamer ALM
4
o Founded in 1998
o Headquarters in Stuttgart, Germany
o Office in Silicon Valley, USA
o Partners in Korea & Taiwan
o codeBeamer ALM with features including:
• Requirements Management
• Software Development Management
• QA & Test Management
• Demand Management
• IT Operations (DevOps)
Intland Software
Who are we?
5
Intland Software
Automotive
High Technology
Defense
Finance
Medical
Other
Our Clients
6
Demand & Portfolio Management and SAFe®
Align Demand with
Program and Project
Capture new Demands from
stakeholders, role based security
Kanban provides portfolio visibility and
WIP limits
Ranking / Rating Demands
to optimize the portfolio
Portfolio Backlog for Epics
Keep people informed on changes
Benefits
Origin © Dean Leffingwell
scaledagileframework.com
7
Demand & Portfolio Management
Prioritizing and balancing the portfolio
Too many projects
Not all portfolios are equal
Lack of visibility and traceability
Right tools and techniques to support Portfolio and Demand Management
Challenges
8
Demand & Portfolio Management
Our mission
Low High
High
Effectiveness
Doingtherightthing
Efficiency
Doing the thing right
V-model, Lean, Agile, Scrum
Goal
SAFe®
Requirements
Demand
9
Demand & Portfolio Management with codeBeamer
Kanban
Epic
Epic
Demand
Management
Business
Epics
Architectural
Epics
Architectural
Epics
Investment
Themes/
Demands
Epic Business
Epics
Architectural
Epics
Portfolio
Backlog
Business
Epics
Business
Epics
Business
Epics
Portfolio Agile Release Train
Agile Release Train
Agile Release Train
Agile Release Train
10
Demand & Portfolio Management with codeBeamer
Scaling up
Team 1 Team 2 Team 3
Program
Level
Team
Level
Team 1 Team 2 Team 3 Team 1 Team 2 Team 3
Portfolio Agile Release Train
Project 1
Agile Release Train
Project 2
Agile Release Train
Project 3
Agile Release Train
Product Management
Project 2-3 Agile
Release Train
Release Management
Operation Team
Customer
Change request/Bug
Portfolio
Level
11
Watch our live demo now!
Thank you for your attention!
Any questions?
We are looking forward to hearing from you!
sales@intland.com
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Demand and Portfolio Management

  • 2. 2 Agenda 1. Introduction of Intland Software 2. SAFe and Portfolio Management 3. Benefits and challenges 4. Demand & Portfolio Management with codeBeamer 5. Live demonstration
  • 3. 3 Demand and Portfolio Management Webinar info o Live demonstration will be followed by a Q&A session o Webinar recording will be available at www.intland.com/webinars/ o Please register to our upcoming webinars o Enterprise Architect UML modeling with codeBeamer ALM
  • 4. 4 o Founded in 1998 o Headquarters in Stuttgart, Germany o Office in Silicon Valley, USA o Partners in Korea & Taiwan o codeBeamer ALM with features including: • Requirements Management • Software Development Management • QA & Test Management • Demand Management • IT Operations (DevOps) Intland Software Who are we?
  • 6. 6 Demand & Portfolio Management and SAFe® Align Demand with Program and Project Capture new Demands from stakeholders, role based security Kanban provides portfolio visibility and WIP limits Ranking / Rating Demands to optimize the portfolio Portfolio Backlog for Epics Keep people informed on changes Benefits Origin © Dean Leffingwell scaledagileframework.com
  • 7. 7 Demand & Portfolio Management Prioritizing and balancing the portfolio Too many projects Not all portfolios are equal Lack of visibility and traceability Right tools and techniques to support Portfolio and Demand Management Challenges
  • 8. 8 Demand & Portfolio Management Our mission Low High High Effectiveness Doingtherightthing Efficiency Doing the thing right V-model, Lean, Agile, Scrum Goal SAFe® Requirements Demand
  • 9. 9 Demand & Portfolio Management with codeBeamer Kanban Epic Epic Demand Management Business Epics Architectural Epics Architectural Epics Investment Themes/ Demands Epic Business Epics Architectural Epics Portfolio Backlog Business Epics Business Epics Business Epics Portfolio Agile Release Train Agile Release Train Agile Release Train Agile Release Train
  • 10. 10 Demand & Portfolio Management with codeBeamer Scaling up Team 1 Team 2 Team 3 Program Level Team Level Team 1 Team 2 Team 3 Team 1 Team 2 Team 3 Portfolio Agile Release Train Project 1 Agile Release Train Project 2 Agile Release Train Project 3 Agile Release Train Product Management Project 2-3 Agile Release Train Release Management Operation Team Customer Change request/Bug Portfolio Level
  • 11. 11 Watch our live demo now!
  • 12. Thank you for your attention! Any questions? We are looking forward to hearing from you! [email protected]

Editor's Notes

  • #10: In the portfolio level, business activities, strategy and determination what epics, initiatives and demands are involved. This level helps to give instructions for the directions in the portfolio agile release train to underline agile release trains in the program level by allocation budget along investment themes. Also a backlog of portfolio level epics that needs to be adressed by the portfolio product managers in the upcoming PSIs is being created. To ensure cohesiveness at that level, Dean Leffingwell describes the so-called „Business Epic Kanban System Workflow“ to limit the amount of portfolio level inititives and make sure the trains are focused on those initiatives together. After that the epics needs to be analysed. In the analysis you have to measure work and track work through the analysis process with Business Analysts and System/Enterprise Architects to unterstand what the impact of such an initiatives might be. CodeBeamer‘s capabilies and feature on Demand management assists you in identifying, visualizing and understanding work. You can easily vote and rate on each epic before it becomes implemented. Demand Management in cB is essential for tracking demands and prioritizing requirements across departments. It provides valuable functionality and features that supports collaboration and helps forecast demand, meet consumers‘ expectations and also align the teams which form the Agile Release Train. Developers on the Team level will benefit from its integrated requirements management, development management, and QA & test management features. After that you can easily move on to the implementation of the winner and most valuable initiatives in the portfolio backlog, that can be measured easily through all levels, which are also interconnected through the Agile Release Trains.
  • #11: Fokus on one example (e.g blue string which represents the epic for Electric City Car Prototype) In the portfolio level, the most valuable and winner epics are collected which shall be implemented by the teams. One epic can be interconnected with a release train in the program Level
  • #15: cB is the first implementation of SAFe in the Agile world. It sets itself apart from its competitors in that it enables Agile planning and scheduling while maintaining an established discipline of requirements, tests and development management tools. Another key differentiator is that cB provides versioning (baslines) and traceability for all artifacts, so vital for quality assurance (QA) and compliance (especially in the medical, automotive and aviation industries). As, one of our customer in the industry sector tried to successfully integrate Demand Management with the Program and Team level, they had like over 2000 slides for the visualisation of their processes. This simple BPMN process should just give you an overview of the whole SAFe framework that we tried to implement with codeBeamer.
  • #16: Fokus on one example (e.g blue string which represents the epic for Electric City Car Prototype) In the portfolio level, the most valuable and winner epics are collected which shall be implemented by the teams. One epic can be interconnected with a release train in the program Level