Agile Practice Beyond Portfolio The Agile transformation of a multinational financial institution Jordi Falguera y Unai Roldán UST Global Agile Practice team members @jordi_falguera [email protected] @unairoldan [email protected]
Feb 09, 2017
Agile Practice
Beyond Portfolio The Agile transformation of a
multinational financial institution
Jordi Falguera y Unai Roldán
UST Global Agile Practice team members
@jordi_falguera [email protected] @unairoldan [email protected]
…
Saket Bivalkar
Guillermo Pérez
Chema García
Juanma Gómez
Joao Barreiro
Unai Roldán
Maica Trinidad
Jose María Blázquez
Daniel Rodríguez
Jordi Falguera
Richard Trelleria
Marc Florit
José Sandoval
Johnny Ordoñez
···
2016 UST Global Inc. © Confidential and proprietary.
Speakers
Jordi
FalgueraAgile Practice Director for Europe
@unairoldan
linkedin.com/in/unairoldan
Unai
Roldán ArellanoAgile Coach
@jordi_falguera
linkedin.com/in/jordifalguera
Agile enthusiast | Learner | Speaker |
Passionate about transforming
organizations. | Personal productivity
geek | Slacklining beginner.
Enterprise Agile Coach passionate by
new technologies and Agile Mgmt.
LEAN & Management 3.0 believer and
kaizen enthusiast to focus the
organizations to an high level of
efficiency.
2016 UST Global Inc. © Confidential and proprietary.
…and we perform
Agile transformations
Speakers
3
2016 UST Global Inc. © Confidential and proprietary.
How did we
Beyond Portfolio
4
get here?
2016 UST Global Inc. © Confidential and proprietary.
How did our
Transformation
Contract look like?
Beyond Portfolio
5
2016 UST Global Inc. © Confidential and proprietary.
Rollout of the
Enterprise
Beyond Portfolio
6
coachesin the countries
July 13th 2015
Aug 3rd 2015
Aug 17th 2015
Aug 24th 2015
Sept 7th 2015
2016 UST Global Inc. © Confidential and proprietary.
Rollout of the
Enterprise
Beyond Portfolio
7
coachesin the countries
Nov 23rd 2015
Feb 8th 2016
2016 UST Global Inc. © Confidential and proprietary.
Our
Hiring model
Beyond Portfolio
8
2016 UST Global Inc. © Confidential and proprietary.
Beyond Portfolio
9
We need a higher level of
coordination
2016 UST Global Inc. © Confidential and proprietary.
Beyond Portfolio
10
Goalsfor 2016
2016 UST Global Inc. © Confidential and proprietary.
Beyond Portfolio
11
Goalsfor 2016
2016 UST Global Inc. © Confidential and proprietary.
From multiple
portfolios to the
superportfolio
Beyond Portfolio
Team
Product/Program
Portfolio
Enterprise
Strategize
Execute
Plan Monitor
Invest Evaluate Investment
Plan
ReleaseEvaluate
Quality
Plan
WorkEvaluate
Progress
Operate
Enterprise
Strategy
Proposal Intake
& Funding
Portfolio & Product
Planning &
Forecasting
Change
Management
Vendor & Contract
Management
Analytics &
Reporting
Quality
Management
Human
Resource
Management
Risk
Management
& Governance
Operations &
Support
2016 UST Global Inc. © Confidential and proprietary.
Beyond Portfolio
13
Key Takeaways
2016 UST Global Inc. © Confidential and proprietary.
Beyond Portfolio
14
Key Takeaways
2016 UST Global Inc. © Confidential and proprietary.
Beyond Portfolio
15
next steps
2016 UST Global Inc. © Confidential and proprietary.
Questions time
16
Beyond PortfolioThe Agile transformation of a
multinational financial institution
@jordi_falguera jordi.falguera @unairoldan unai.roldan
17
The End
Thank you
@jordi_falguera jordi.falguera @unairoldan unai.roldan