How SAFe & Visualization of Dependencies Empower Businesses at Scale
Many organizations, especially those in highly regulated industries, struggle to manage large-scale projects. SAFe, or the Scaled Agile Framework, can provide a solution. (OR That's where SAFe, or the Scaled Agile Framework, comes into play.)
SAFe is a framework designed to help businesses make sustainable changes on a large scale. It offers training and guidance for implementing agile practices across the enterprise, whether it's at a small team level, department level, or throughout the entire organization.
In this blog post, we will delve deeper into the benefits of implementing SAFe, focusing specifically on how it can be utilized within the financial services industry to create a lean enterprise.
Benefits of SAFe for financial services
SAFe (Scaled Agile Framework) is an incredibly valuable approach for organizations looking to enhance their operations. By adopting SAFe, financial services firms can achieve numerous benefits that are specific to their industry.
- Business Agility: SAFe enables financial services firms to become more adaptable and responsive to market dynamics. By adopting SAFe practices at an enterprise level, organizations can foster a culture of continuous improvement, allowing them to quickly adapt to changing customer demands, regulatory requirements, and emerging technologies.
- Enhanced Customer Experience: In today's competitive financial services landscape, providing exceptional customer experiences is paramount. SAFe promotes customer-centricity by encouraging regular feedback loops with customers throughout the development process. This allows financial institutions to gather insights, identify pain points, and rapidly iterate on their products and services, ensuring they meet the evolving needs and expectations of their customers.
- Accelerated Time-to-Market: Time is of the essence in the financial industry. SAFe empowers organizations to speed up their time-to-market by breaking down silos and fostering collaboration between departments. By leveraging agile practices, financial services firms can respond quickly to market opportunities, launch innovative solutions faster ensuring they are first to seize market opportunities
- Risk Mitigation: Compliance and risk management are critical considerations for financial services organizations. SAFe provides a structured governance framework that incorporates compliance requirements into the development process. This ensures that products and services adhere to regulatory standards.
- Improved Operational Efficiency: Financial services firms deal with significant complexity, from managing intricate financial systems to addressing regulatory demands. SAFe helps optimize operational efficiency by promoting transparency, communication, and continuous improvement. By implementing Lean principles and agile practices, organizations can eliminate waste, optimize processes, and enhance overall operational performance.
- Employee Engagement and Empowerment: SAFe emphasizes the empowerment of teams, fostering a culture of collaboration, innovation, and continuous learning. This approach leads to increased employee engagement, as team members feel more involved in decision-making processes and have a sense of ownership over their work. The result is a motivated and empowered workforce that drives organizational success.
Visualizing Dependencies for Seamless Collaboration and Timely Delivery
In the intricate world of SAFe, covering every aspect can be overwhelming. For the purpose of this blog, let's focus on a specific use case.
The financial services industry often deals with complex projects involving multiple teams and stakeholders. In such scenarios, visualizing and understanding dependencies among teams becomes critical. This is where the SAFe program board comes in. It acts as a centralized space for teams to effectively visualize, manage dependencies, and progress transparently.
Consider the example of Easy Agile Bank, preparing to launch its self-service banking platform. Various teams, including software, marketing, and customer success, collaborate to make this launch successful. To ensure a seamless rollout, understanding team dependencies and efficient work scheduling are paramount. The goal is to prevent bottlenecks that could delay the launch of the new self-service banking app.
Let’s take a closer look at what this might look like. Below you can see the Team Planning board in Easy Agile Programs for the Software team. The red, yellow, green and black lines indicate dependencies. Some dependencies exist within the software team, while others are cross-team dependencies with the marketing team.
The color of the dependency lines reflects their health status. A red dependency represents a conflict, yellow indicates at risk, green signifies a healthy state and black indicates external dependencies outside the current view, such as work in the backlog or in an other Program Increments. To avoid bottlenecks, you need to address the red dependencies and the yellow where possible.
With Easy Agile Programs, visualizing dependencies becomes effortless. Teams can act swiftly and adjust plans accordingly to prevent delays in the app launch. For instance, the software team identifies a red dependency with the marketing team regarding the live chat system. While the software team plans to set it up in Sprint 2, the marketing team don’t plan on mapping out the live chat experience and messaging until Sprint 3. The dependency line serves as a visual indicator, prompting teams to discuss and reschedule work.
After a brief discussion, the software team decides to reschedule the live chat setup to Sprint 4. As a result, the dependency line turns green, indicating a smooth progress and successful avoidance of a potential bottleneck.
“When I would ask colleagues how long it would take to untangle and understand dependencies, they would suggest a week. With Easy Agile Programs, it took us three minutes”.
Stefan Höhn, NFON
Harness the Power of the SAFe Program Board
Overall, the program board can help teams prioritize their work and make informed decisions about resource allocation. By visualizing dependencies, teams can identify critical path items and focus their efforts on the most important tasks that need to be completed first. This ensures that teams are working in a coordinated, transparent manner and reduces the risk of unnecessary delays or conflicts.
The SAFe program board acts as a valuable tool for teams to effectively manage dependencies, promote collaboration, and achieve alignment in large-scale agile projects.
Easy Agile Programs allows teams to identify and create dependencies effortlessly, empowering teams to navigate the complex financial services landscape with ease.
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How to improve dependencies management with visualization
Teams who are building products or completing projects necessarily rely on each other. Identifying and keeping track of dependencies can be difficult, particularly across multiple teams or external or shared teams. Dependencies management is often something that can be taken for granted as part of a standard operating procedure. In this article, we will look more closely at the process of identifying, troubleshooting and resolving any dependencies that prevent work from being delivered.
A common example is if one piece of working software depends on an external plugin or third party tool. If that plugin fails to operate, then the working software may fail as well. Similarly, large organizations working on multiple pieces of software at once may have habitual or recurring dependencies between different teams in order to operate. This is why agile teams need processes to monitor dependencies so they won’t disrupt development or inhibit flow.
The more complex dependencies become, ironically, the more simple a process you need to manage them at scale. Complexity compounds complexity, so finding an approach whether it is a tool or a framework that works within the context of your teams and your organization is the key to unlocking dependency management in a sustainable way.
Let’s take a closer look at how you may approach managing dependencies within your organization.
Similarly, agile frameworks such as LeSS and SAFe can help with dependencies management in large organizations. Finally, finding ways to visualize the dependencies in an organization is a highly effective way to mitigate the risks of delaying projects.
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Now, close your eyes and imagine the rest. Just kidding, read on...as if your agility depends on it. 😂
Types of dependencies in project management
Before we discuss tools and frameworks, let's outline a few different types of dependencies:
- Direct dependency: This common dependency type is one where one project or feature depends on the delivery of another.
- Transitive dependencies: This is where we have an indirect connection between two projects, usually by way of a connecting project. For example, Feature A depends on Feature B, and Feature B depends on Feature C. Therefore, Feature A indirectly depends on Feature C.
- External dependencies: These dependencies can be out of the remit of your team, group of teams or organization. It helps to be aware of them and it is worth identifying them separately as the addressing of these dependencies may be outside of the scope of the team or group level ceremonies.
Let’s dive in now to some frameworks for a blueprint of how to approach this.
Agile frameworks for organizations to improve dependency management
You're probably familiar with the most common agile frameworks for software development — Kanban and Scrum. These frameworks are mostly suited for individual team organizations. But what about frameworks for cross-functional agile teams in a large organization who need help with dependencies management?
LeSS for dependency management
LeSS is a framework that helps multiple Scrum teams who are working together on a single project to scale. Think of LeSS as Scrum at a large enterprise scale — you still have a single product backlog, a product owner, a Scrum master, and software developers. But the key difference is that there are many teams working towards the same goal and the same definition of done (rather than a single team).
One of the most important tasks for the product owner role in the LeSS framework is making sure that dependency information is provided across teams. In LeSS, product backlog refinement (PBR) is an organized event that makes sure dependency risks are consistently identified. PBR allows multiple teams to plan sprints in parallel and to identify if there are any cross-team dependencies that risk project completion.
SAFe approach to managing dependencies
The SAFe (Scaled Agile framework) provides principles and workflow patterns to guide organizations through their dependencies. SAFe promotes transparency and alignment across large organizations so they can be more nimble in meeting their business objectives. Being able to respond to changes quickly can be hindered by size and scale. Dependencies can often tangle work and trip up teams due to the inability to see and appreciate cross-functional team dependencies.
Just as scrum has ceremonies to keep a single agile team aligned, an essential ceremony to keep multiple teams aligned and communicating with each other according to the Scaled Agile Framework (SAFe) is Program Increment / Planning Interval Planning - better known as PI Planning. During PI Planning, teams create their dependencies and through cross-functional collaboration can adjust their plans to manage these dependencies.
Unlike startups, who are small and can typically make organizational changes quickly, large organizations often become too big to make rapid changes. One common cause of this is the inability to manage dependency resolution because dependencies are less visible for cross-functional teams.
Just as Scrum has ceremonies to keep a single agile team aligned, an essential ceremony to keep multiple teams in the Scaled Agile Framework communicating with each other is Program Increment (PI) Planning. It’s a way to keep even the largest organizations nimble.
One key output of PI Planning is the program (dependency) board or ART planning board (SAFe 6.0).
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PI Planning for large organizations
PI Planning is a periodic ceremony that happens throughout the year. Teams within an organization gather to compile their thoughts on product features and the product roadmap, and to discover any dependencies that exist between them.
One key feature of PI Planning is an ART planning board (program board). ART planning boards help give Agile Release Trains (ART) — a group of agile teams working together on a common goal — a visual representation of what the teams have planned to complete from their PI Planning.
Visualize your dependencies
Easy Agile Programs for Jira is a complete tool for dependencies management at a program level. By utilizing visualizations and by providing transparency across projects, teams can confidently scale without the risk of unforeseen dependencies and disruptions. It does this by providing three views:
- Program roadmap: an overview of all of the scheduled increments or iterations for a program or group of teams
- Program Board (ART Planning Board): an at-a-glance visualization of all of the teams within a program, including all of their cross-team dependencies
- Team planning board: where teams break down committed features for the upcoming increment, create dependencies with other teams, estimate and schedule their work.
Visualise dependencies with Easy Agile Programs: Filter the Program Board by at risk, healthy or blocked dependencies for effective conversations.
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Unlock your organization's common dependencies
Managing dependencies comes first from being able to see what you need to manage and then to be able to focus where is needed. As a highly visual and filterable tool, Easy Agile Programs can support in many ways:
- Highly visual dependencies: The color of the dependency lines reflects their health status. A red dependency represents a conflict, yellow indicates at risk, green signifies a healthy state and black indicates external dependencies outside the current view, such as work in the backlog or in an other Program Increments. The colours support product managers, release train engineers or scrum masters to know where to focus. To avoid bottlenecks, you need to address the red dependencies and the yellow where possible.
- Team alignment to each other and business outcomes: Adding in third level hierarchy issues to capture and communicate higher level business initiative or priorities helps teams to understand the context of the bigger picture and why they are delivering what is scheduled. Making sure that all of your ART or group of teams work is represented and visible on a board that is always up to date helps keep teams aligned.
- Focus mode: Alignment needs to be maintained beyond planning. With a number of filters applicable to the program board to focus on teams, epic or issue status, dependency health or initiative, it is easy to focus the work - and conversations - on what is most important.
- Workflow
SAFe Program Board 101: Everything You Need To Know
“The people who plan the work do the work” is the unwritten rule of the Scaled Agile Framework.
Yet, this can be easier said than done when we’re looking at multiple teams of people needing to plan together.
Add in the complexities of large enterprises that face their own unique challenges - ranging from product development to budget to implementing feedback to final delivery - and suddenly the idea of how to bring teams together for planning can feel harder again.
If you’re familiar with the Scaled Agile Framework, you will already be aware SAFe is designed to facilitate better collaboration and communication between multiple cross-functional groups. The core way to do this with SAFe is Program Increment or PI Planning (Planning Interval Planning in SAFe 6.0)
A plan can take on so many different forms - even just between teams - but with SAFe it is easier to see what ‘good’ looks like when it comes to efficient PI Planning.
The SAFe program board or ART planning board (SAFe 6.0), is a critical tool and output of PI Planning. It is a visual summary of features or goals, cross-team dependencies, and other factors that impact their delivery. Not only does this help with transparency, but it also increases flexibility that, in turn, helps minimize delays and unhealthy dependencies.
What is often overlooked is that PI Planning plays a crucial role in setting teams or the entire program up for success - including implementing other SAFe ceremonies or events.
In this article, we’ll discuss everything you need to know about program boards, including why they’re important in the planning process and how larger teams can use them in PI Planning and beyond.
We’ll also explore exactly how Easy Agile Programs digitises the SAFe program board, not only allowing the people who plan the work to do the work, but also allowing you to plan the work in the environment where the work gets done - in Jira.
NB: while the program board is referred to as 'ART Planning Board' in the updated 6.0 version of the Scaled Agile Framework, it is the same artefact and plays the same role in PI Planning and beyond.
What is a program board?
What does your teams plan or schedule typically look like?
Would it indicate to you what work was being done? Who was doing it? Perhaps even an indication of when they would and any key deadlines these teams are working towards?
The headline here is that a program board is all of this, but also more.
The program board is a visualization of the work being committed to during the Program Increment / Planning Interval or PI. It is simultaneously the facilitator of planning as well as the plan itself.
A typical idea of a program board - especially for collocated PI Planning sessions - is literally a physical board on a wall.
It would show:- Columns: marking the iterations for the increment
- Rows: representing different teams within that increment
- Sticky notes: describing the features that teams are working on or used to indicate milestones that they’re working towards
- Strings: between these features to indicate if there are any dependencies
But how does a program board help the planning process?
A program board facilitates better team collaboration because it streamlines project communication and planning, while also ensuring better communication between the involved teams.
Moreover, program boards help define the responsibility of each team involved in making the idea a reality, which in turn, helps to streamline the process as a whole.
During PI Planning, the program board supports teams to visualize and manage dependencies across the PI; giving them greater clarity of the work in detail, how the work relates to what the business is trying to achieve and to each other, what tasks need to be done, and crucially, whether there are any issues that may cause delays.
A program board is simultaneously the facilitator of planning as well as the plan itself.
To understand how program boards help with the planning process, let’s go over the different components found on them.
How to set up your SAFe program board for successful PI planning
According to Scaled Agile, there are two primary outputs of PI Planning:
- Committed PI Objectives
- Program board - with new feature delivery dates, dependencies among teams and relevant Milestones
So if you’re following SAFe and doing PI Planning you should finish PI Planning with a program board.
During PI Planning, not only do teams discuss and define the features and dependencies, but they also establish milestones across the PI.
This is where a digitised PI Planning tool can really benefit remote or hybrid teams doing PI Planning - the same information is planned in the same place.
Here are a few tips to help you create a SAFe program board.
1. Setting up the board itself
Not to be underestimated, the bare bones of the program board need to be set up.
There are two key elements here:
- Sprint or iteration columns:
- The right number based on how many iterations/sprints will be in your PI, including a final one for iteration planning
- Rows or swimlanes:
- One for milestones/events - typically the first
- One for each team
- May also have a swimlane for shared services, suppliers or other teams not in the Agile Release Train (ART)
Here is what this may look like:
If you were at this stage of your program board in Easy Agile Programs, your board would look like this:
In Easy Agile Programs, each team represented in a dedicated swimlane represents an agile board in Jira. So the issues that you will be scheduling for this team in sprints during PI Planning and beyond, will be reflected on their agile board and vice versa.
The start and end date for the PI and the number and length of your sprints can all be edited to suit your organisation’s workflows.
When you are in editing mode and are ready to schedule features, the shared team features swimlane also appears at the top to visually indicate if there is work to be scheduled across multiple teams.
2. Start with features and milestones
During PI Planning, Product Management shares the product/solution vision and this commonly also means the next top 10 upcoming features for the teams to take into the PI from the backlog. (We know from our customers that sometimes this can be a lot more!)
We also want to start by knowing which milestones we are working towards. Often these can represent product release dates, external deliverables or deadlines like preparing a demo or showcase for a trade show, marketing launches or events. Having these visualized on the program board helps teams to easily see what they are working towards, but also to inform prioritization of the specific features needed to help meet delivery of that milestone.
If you are working with a physical or simple digital program board, features and Milestones are represented by ‘sticky notes’ - placed in the appropriate swimlane and/or colour to indicate this information as well as the team responsible for it and the time frame:
So what does this look like in Easy Agile Programs at this point?
Milestones are highly visual
- Milestones can be customised to indicate start/end date and colour. They run across all team swimlanes so teams can easily see how their work relates to an upcoming deliverable or event.
- Milestones still have a dedicated place at the top of the program board but this can be collapsed if desired
Features are native Jira issues
- Features in Easy Agile Programs are native Jira issues, commonly epics. You can easily click on the issue key from the program board to see more information via the issue view.
- Features can be easily scheduled from the backlog into a swimlane through drag and drop, or created via the program board. To indicate when a feature is intended to start and be completed, simply drag and drop the edge of the issue:
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3. Identify dependencies
With the features done, the next thing that teams should look for is dependencies. Remember the strings we mentioned before?
Dependencies between features and teams are represented with string on a program board when it’s on a wall or lines between those features in a digital tool.
Sticky notes in a different colour, like red, indicate a significant dependency. For example that feature may have more than one feature relying on it to go to schedule.
To explain this, let’s consider an example.
Imagine Team X realizes they cannot develop a feature until Team Y develops an API thanks to the program board. So, what both teams can do is talk to each other and come up with a solution that works for everybody, leading to better collaboration among the teams.
After an agreement is reached, a dependency will then be placed on the board so everyone has the same understanding about the dependency, and how it’ll be resolved. A piece of string will be attached to each card to demonstrate this:
The nature of dependencies mean that something is required to be completed in order for something else to be done.
To be able to more easily see when dependencies are scheduled, Easy Agile Programs has a traffic light system of red, orange and green dependencies to indicate dependency health.
Dependency health is represented as follows:
- A red line indicates the dependant issue is scheduled in a sprint after the dependency (conflict)
- An orange line indicates the dependant and dependency are scheduled in the same sprint (a risk)
- A green line indicates the dependant issue is scheduled in a sprint before its dependency (healthy)
- A black line indicates the dependency exists with issues outside of the current view. Whether this is the current Agile Release Train / Program, or with a future or past increment.
This easily indicates to a Release Train Engineer or a Program Manager where they ought to focus and to be able to address any scheduling issues during planning.
Easy Agile Programs also allows you to visualize dependencies between issues within and across teams from the Team Planning Board. This provides a really focussed view of the work for a particular team for the PI, and how that work relates to other teams:
Program boards are needed for better collaboration
The power of the program board lies in having a single view of what a collection of teams are committing to - together - and exactly how that work relates to each other. It helps organize planning sessions by summarizing future dependencies across all teams and sprints. As a result, scrum masters, release train engineers, product managers and business owners can easily identify and prioritize cross-team conversations that matter the most.
Running a scaled planning session or PI Planning ceremony, especially for the first time, can be daunting.
But if you’re successful in developing a solid program board as part of your PI planning process, you won't have to worry about chasing down your co-worker or team member to meet deadlines. The key here is to make sure you’ve scheduled the most important features to take into the PI, identified cross-team dependencies, and have visualised any milestones or deadlines to ensure they can be realistically achieved.
The program board can become more impactful though, when it is more than just a plan. Building a program board in an online tool with the added capability of it representing the actual work that’s planned to be done means that it has a life beyond PI Planning; it becomes the living document of the teams progress and a means to identify when there are any blockers to that progress.
In order for agile teams to be agile and continuously and iteratively deliver value, they need to be equipped with a program board that can help them respond to any changes so that they can plan for success but also progress towards it.
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- Workflow
How to use dependencies to improve the flow of work
Success for agile software teams revolves around collaboration, flexibility, and efficiency. Whether you're a coach or Release Train Engineer supporting multiple teams, or a scrum master or engineer aiming for improvement within your team, honing your dependency management skills will boost efficiency and productivity.
While dependencies often seem like hurdles, here's an insight: they can be a powerful strategic tool to enhance your agile team's performance. In this post, we'll explore how you can leverage dependencies to guide your team towards greater efficiency and success.
Agile Team Autonomy
At the heart of agile is the concept of autonomy and self-management. It's all about empowering teams to own the end-to-end delivery of their work with minimal dependencies. This means optimizing their workflow rather than relying on other teams to deliver value to users. When teams need to depend on others, the flow of work becomes less predictable.
In larger, more complex companies, dependencies are often unavoidable due to the sheer size and intricacy of systems. The real challenge is transforming these dependencies into opportunities for improvement rather than roadblocks. By improving the visibility of these dependencies, teams can better understand them, prioritize and sequence work effectively and manage delivery planning and execution more efficiently.
More than one-third of agile teams report that team silos and the delays that result are a problem
17th State of Agile Report, Digital.AI
Dependency visualization
Improving the visibility of dependencies starts with open communication and transparency. When team members are comfortable sharing their tasks and challenges, you create a culture of trust and collaboration. This transparency is critical for identifying dependencies early and managing them effectively.
Software that allows teams to map out dependencies clearly can be a great tool for improving the visibility of work, making it easier to track their status and plan accordingly. Regularly updating and reviewing the dependencies you've mapped keeps everyone on the same page and helps you anticipate potential bottlenecks before they occur.
Easy Agile TeamRhythm is a user-friendly app that integrates seamlessly with Jira to support team planning, which includes visualizing dependencies. You can display dependencies by type and risk, and see dependencies both within your team and with other teams.
Dependency Patterns
Once you're able to see dependencies clearly, you might recognize patterns forming. These dependency patterns can show where a team is relying too heavily or too dependent on another team to deliver work.
Consistent bottlenecks highlight opportunities for improvement, like a change in team composition. When you notice these patterns, it's essential to reassess and implement strategies to become more self-reliant, ensuring a smoother flow of work and improved delivery timelines.
Prioritizing and Sequencing Work
Once dependencies are identified and made visible, you can improve the flow of work by organizing tasks in a sequence that avoids work being delayed by other tasks. Not all tasks carry the same weight or urgency, and understanding the critical path—the sequence of tasks that determines the fastest time to deliver value—can help focus efforts where they are needed most.
Sequencing work thoughtfully ensures that dependent tasks are tackled in the right order, minimizing delays and rework. This strategic approach to task management not only enhances team efficiency but also supports a smoother workflow and avoids delivery being derailed at the last minute.
Better Collaboration
By identifying and visualizing dependencies, you spot bottlenecks early, re-prioritize tasks, and manage delivery plans effectively. More importantly, it empowers your team to take complete ownership of their tasks while constantly improving their workflows.
Remember, every dependency is a piece of a larger puzzle that holds the potential to boost your team's efficiency. By understanding and managing these dependencies proactively, you can ensure smoother workflows, fewer roadblocks, and a highly efficient agile team.