Agile CRM Applying the Scrum Methodology for Deployment Neil Benson

Rome 31 January -1 February 60 minutes

Rome 31 January -1 February Save your CRM project

Rome 31 January -1 February from disaster

Rome 31 January -1 February

request for proposal

Rome 31 January -1 February 30 pages

Rome 31 January -1 February my initial estimate

Rome 31 January -1 February 300 days

Rome 31 January -1 February

300 users

Rome 31 January -1 February Analysis Design Development Testing Operation

Rome 31 January -1 February 6 weeks’ analysis

Rome 31 January -1 February

Rome 31 January -1 February 1.Entity 2.Attribute 3.Workflow

Rome 31 January -1 February

mi__ing

Rome 31 January -1 February

2 weeks

Rome 31 January -1 February

50

Rome 31 January -1 February Microsoft Microsoft Dynamics CRMMicrosoft Dynamics CRM

Rome 31 January -1 February Analysis Design Development Testing Operation

Rome 31 January -1 February

Source:

Rome 31 January -1 February product owner vision product backlog sprint backlog sprint planning meeting scrum team daily scrum meeting sprint review meeting product increment sprint retrospective 1 to 4 week sprint

Rome 31 January -1 February product owner

Rome 31 January -1 February business expert

Rome 31 January -1 February influential

Rome 31 January -1 February trusted

Rome 31 January -1 February available

Rome 31 January -1 February

changes during sprint

Rome 31 January -1 February product backlog

Rome 31 January -1 February prioritized

Rome 31 January -1 February product backlog items

Rome 31 January -1 February 1.stories 2.bugs 3.chores

Rome 31 January -1 February

epics

Rome 31 January -1 February big

Rome 31 January -1 February hairy

Rome 31 January -1 February

Lead Nurturing “As the VP marketing, leads are nurtured, so that our timing is perfect.”

Rome 31 January -1 February just in time epic refinement

Rome 31 January -1 February user stories

Rome 31 January -1 February Story Title “As a [type of user], I can [do something useful], So that [I achieve some goal].”

Rome 31 January -1 February Lead Notification “As a sales representative, I am notified when a new lead has been assigned to me, so that I can respond to enquiries within 1 hour.”

Rome 31 January -1 February reminder to have a conversation

Rome 31 January -1 February conditions of satisfaction

Rome 31 January -1 February Lead must include: person’s name, company name, lead source, and a phone number or address

Rome 31 January -1 February sprint planning meeting product backlog sprint backlog scrum team

Rome 31 January -1 February up to 4 hours

Rome 31 January -1 February estimation

Rome 31 January -1 February story points

Rome 31 January -1 February modified Fibonacci scale

Rome 31 January -1 February planning poker

Rome 31 January -1 February choose stories

Rome 31 January -1 February theme

Rome 31 January -1 February ItemTypePoints As a user, I can indicate that an asset has been replaced by another asset.Story2 As a user, I can print a list of loan records with a particular loan status.Story1 As a user, when I update a product the changes should cascade to all assets of that product. Story3 As a user, I can generate multiple jobs at once.Story5 Test whether the CRM 2011 Data Import Wizard can import resolved cases.Chore0 Auto-number for jobs is not working.Bug0

Rome 31 January -1 February sprint backlog

Rome 31 January -1 February sprint daily scrum meeting 1 to 4 week sprint

Rome 31 January -1 February time-boxed iteration

Rome 31 January -1 February 1 to 4 weeks

Rome 31 January -1 February 2 weeks works well

Rome 31 January -1 February deadline sacred

Rome 31 January -1 February

drop stories

Rome 31 January -1 February don’t move deadline

Rome 31 January -1 February when is a story done?

Rome 31 January -1 February meets coding standards system tested unit tested integration tested performance tested regression tested technical design updated user guide updated peer reviewed

Rome 31 January -1 February meets coding standards system tested unit tested integration tested performance tested regression tested technical design updated user guide updated peer reviewed

Rome 31 January -1 February completeness velocity

Rome 31 January -1 February velocity = points points sprint

Rome 31 January -1 February

ScrumMaster

Rome 31 January -1 February expert in Scrum

Rome 31 January -1 February outside consultant

Rome 31 January -1 February remove impediments

Rome 31 January -1 February coach

Rome 31 January -1 February facilitate

Rome 31 January -1 February project manager

Rome 31 January -1 February Scrum team

Rome 31 January -1 February 5 to 9 members

Rome 31 January -1 February dedicated

Rome 31 January -1 February self-organizing

Rome 31 January -1 February rules

Rome 31 January -1 February no titles

Rome 31 January -1 February commit

Rome 31 January -1 February daily Scrum meeting

Rome 31 January -1 February 15 minutes

Rome 31 January -1 February 1.What did you do yesterday? 2.What will you do today? 3.What, if anything, is in your way?

Rome 31 January -1 February sprint review meeting product increment

Rome 31 January -1 February demo

Rome 31 January -1 February product owner & stakeholders

Rome 31 January -1 February collect feedback

Rome 31 January -1 February re-prioritize

Rome 31 January -1 February sprint retrospective

Rome 31 January -1 February inspect & adapt

Rome 31 January -1 February 1.stop doing? 2.keep doing? 3.start doing?

Rome 31 January -1 February

electronic vetting system

Rome 31 January -1 February

successful!

Rome 31 January -1 February

medical device asset management

Rome 31 January -1 February

product owner Scrum team

Rome 31 January -1 February 2-week sprints x10

Rome 31 January -1 February

every project?

Rome 31 January -1 February no

Rome 31 January -1 February

Analysis Design Development Testing Operation

Rome 31 January -1 February

scrumalliance.org

Rome 31 January -1 February mountaingoatsoftware.com

Rome 31 January -1 February

agilescout.com

Rome 31 January -1 February try it!

Rome 31 January -1 February thank you

Rome 31 January -1 February Neil Benson customery.com