Sunday, August 27, 2017

SAFe is invaluable in a large organization DevOps or Agile transition

Don’t “do” Agile: instead, “be” Agile.

That’s the refrain of most Agile consultants when you ask them, How do I make Agile work in my large company?

The problem is, while the advice is correct, it is not very helpful. People need tangible, actionable advice. If you try to change their culture first, it won’t work: change management experts will tell you that culture is the hardest thing to change, and while behavior is a result of culture, rapid cultural change in an organization only follows directed behavioral change.

When SAFe came out circa 2011, it was met with scorn by much of the Agile community. One reason for this is that SAFe looked like a waterfall plan, with everything laid out. Agilists had learned that one cannot be so prescriptive, and so they were immediately suspicious of any big plan or all-encompassing methodology. If they had read through the SAFe documentation, however, they would have seen that it was really just a model—a way of looking at the problem. SAFe makes it very clear that contextual judgment should be applied.

Flash forward to today, and there is still some derision of SAFe in some elements of the Agile community. However, I have found that derision to come mostly from those who don’t understand SAFe. On the other hand, SAFe has helped many large organizations to get a handle on Agile.

There are risks with applying SAFe. Just as those who denounced SAFe had feared, rigid application of SAFe can be very damaging. For example, SAFe presumes that one has Agile technical practices well in hand—a cross functional team is not possible unless you have automated integration tests. But if one applies SAFe thoughtfully, it solves some big problems that team-level Agile methodologies such as Scrum do not address or even acknowledge. SAFe provides a model for thinking about what is missing from team-level Agile: i.e., it provides ideas for “How do I make Agile work in my large company?”, and therefore helps to define the discussions around what needs to change, and those discussions get you on the path to “being Agile”.

I have been doing Agile transformations for a long time. My own former company Digital Focus adopted eXtreme Programming (XP) in 2000. Since then I have been a principal thought leader or consultant in seven other Agile and DevOps transformations in very large organizations. What I have seen is that there is an enormous disconnect between the executive management of most non-IT companies and the realities that the IT groups experience. In short, the execs simply don’t have a clue how software is built or tested, or how one should manage those processes. They delegate it to “IT”, and don’t get involved. That used to work for waterfall, but it does not work for Agile, which, in the words of Gary Gruver, author of Leading the Transformation, “Executives can’t just manage this transformation with metrics.” (Kindle Locations 343-344) Today’s successful executives recognize that their technology platforms are strategic parts of their business and they make it their business to learn about those platforms. Leaders such as Jeff Bezos and Elon Musk epitomize this.

SAFe helps with that: it provides a model that identifies all of the many functions that must change to enable Agile to work—including the business functions.

The main fear of Agilists about SAFe is legitimate, however: Agile transformation is not a process change: it is a transformation of how people think about their work, and it requires a huge infusion of knowledge from the outside. It is primarily a training, mentoring, and collaborative growth activity. Thus, one cannot simply “implement” SAFe, or any organization-wide Agile process. One has to proactively grow into it. SAFe helps because it provides a taxonomy and defines the landscape of things that need to change: with SAFe, it is obvious that Agile is not just an “IT thing”, or confined to the software teams—it is organization-level in scope.

Effective Agile or DevOps transformation is not a process rollout. Effective change of that depth and magnitude requires working with managers and staff, on an individual basis, to help them to understand what Agile means for their job function, and think through how to change their processes. They need to own the change of their own processes. It takes time: as I said, it is a growth process.

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