Applied SAFe® Customization 2017-08-02T19:13:43+00:00

Customize and extend Applied SAFe®

Applied SAFe is customizable of course, we developed the possibility to

  • Use prebuilt tailoring options in Applied SAFe to execute specifically tailored processes which reflect the exact needs on all levels. This allows you to reduce waste and safe money.
  • Exact tailored processes allow you to control and steer process adherence by using existing metrics.
  • Use crystal clear definitions and avoid constant discussions on how something is meant.
  • Applied SAFe’s architecture and implementation is built to be customizable and extendable in order to reduce your adoption and creation investment; for much lower cost and without maintaining a huge process management team.
  • Decide on instance-basis on which version you will continue to work; this has the advantage that for example long-running programs do not have change their well established processes, just to confirm with the latest version used in the house.

In the video below we demonstrate and explain possibilities on how to customize and extend Applied SAFe to specific needs. The underlying tailoring mechanisms are shown as well as the effects on running instances with its specific process variations of one organizational process.

The following details explain instantiation and tailoring with Applied SAFe®.

ACTUAL, CONCRETE EXAMPLES

The sections below contain screen shots of the actual implementation of Applied SAFe®, they serve as testimonials of what the product looks and feels like.

PEDCO – Managed Process Services is a proud collaboration partner of Scaled Agile, Inc.

SAFe® and Scaled Agile Framework® are registered trademarks of Scaled Agile, Inc.

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Tailoring Concept – Assisted Process Tailoring

Applied SAFe comes with a predefined assisted tailoring which allows to tailor ‘out-of-the-box’ to specific needs of company, portfolio, programs and teams. By using pre-built automating tailoring you can make use of different possibilities like:

  • Allow to coordinate the Program Backlogs of several ART‘s for a Value Stream on Portfolio.
  • Allow ART‘s to run their own Program Epic KANBAN.
  • Setup a portfolio and its sub-instances either in a 3-Level or 4-Level SAFe configuration.

The assisted tailoring is built up on an hierarchical question tree as shown in the figure on the right. As you can see, a Process Model consists of an invinite number of nested Process Elements and some Tailoring Questions.Depending on your answer there will be follow-up questions asked or some of the Process Elements will be added or removed. It is common, that a tailoring question can influence ‘Processes, Roles, Activities, Work Products, Pictures, parts of text in a descripiton or all together in one.

As a Tailoring violates a requirement as defined in a compliance mapping to an existing reference model; a warning will be displayed. Applied SAFe provides also predefined compliance mappings to CMMI, IEC 62 304 or Automotive SPICE 3.0

Tailoring Example – Pre-built tailoring in Applied SAFe®

Scale up to the full power of Applied SAFe to specific needs of Enterprises, Portfolios, Value Streams, Programs and Teams. By using pre-built automating tailoring you can make use of different possibilities like:

  • Allow to coordinate the Program Backlogs of several ART‘s for a Value Stream on Portfolio.
  • Allow ART‘s to run their own Program Epic KANBAN.

As an option, we offer compliance mapping(s) to existing reference models (Automotive SPICE, IEC 62304, CMMI, AS9100, ISO 9000).

Tailoring Introduction – Metrics on Tailoring Options

Predefined tailoring is extensively used within Applied SAFe® with about 280 options available as of Release 4.0. Team acceptance and effectivity is much higher if they get a process instance that fits to their concrete problem space and eliminates all other unnecessary content. An other example is to differentiate between 3- and 4-Level SAFe where the program level includes e.g. the solution and release management in a 3-Level SAFe setup whereas in 4-Level SAFe this is managed on the Value Stream level.

Instantiation Introduction – Different uses of SAFe Levels

  • Each SAFe portfolio contains a set of Value Streams and the additional constructs necessary to provide funding and governance for the products, services, and Solutions that the Enterprise needs to fulfill some element of the business strategy.
  • In the small to midsize enterprise, one SAFe portfolio can typically be used to govern the entire technical solution set.
  • In the larger enterprise (typically those with more than 500 – 1,000 technical practitioners), there can be multiple SAFe portfolios, one for each line of business.

Instantiation Concept – Applied SAFe Instantiation Levels

Applied SAFe is structured into five separated levels:

  1. Enterprise
  2. Portfolio
  3. Value Stream
  4. Program
  5. Team

The contents of each workspace are visible to the contained workspace; this means for example that programs and teams of a given portfolio will all see the same business epics of the given portfolio. Other programs from other portfolios will see other business epics.

Instantiation Example – The Swiss Banking Institute

Based on Applied SAFe you can structure your organizational setup in a hierarchical structure, similar to a file system. Nodes can be set up within this structure. Each node is referred to in our terminology as a workspace; the hierarchical tree that is created is known as the workspace tree.

Typically workspaces represent different kinds of nodes like:

  • Development projects
  • Process models
  • Organizational units (for example company divisions, departments).

This example shows the instantiation of a Swiss Bank with several Portfolios, each Portfolio can include Value Streams (e.g. Referance Data) or only Programs (e.g. CIF) or a mix of both (e.g. Street Side, Market Data). Programs may include a number of teams.

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Get more information on PEDCO Applied SAFe features, license models, scaled agility and compliance.
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