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Agile CRM Applying the Scrum Methodology for Deployment Neil Benson.

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Presentation on theme: "Agile CRM Applying the Scrum Methodology for Deployment Neil Benson."— Presentation transcript:

1 Agile CRM Applying the Scrum Methodology for Deployment Neil Benson

2 Rome 31 January -1 February 60 minutes

3 Rome 31 January -1 February Save your CRM project

4 Rome 31 January -1 February from disaster

5 Rome 31 January -1 February

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11 request for proposal

12 Rome 31 January -1 February 30 pages

13 Rome 31 January -1 February my initial estimate

14 Rome 31 January -1 February 300 days

15 Rome 31 January -1 February

16 300 users

17 Rome 31 January -1 February Analysis Design Development Testing Operation

18 Rome 31 January -1 February 6 weeks’ analysis

19 Rome 31 January -1 February

20

21 j@rg0n

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

23 Rome 31 January -1 February

24 mi__ing

25 Rome 31 January -1 February

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29 2 weeks

30 Rome 31 January -1 February

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34 50

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

36 Rome 31 January -1 February Analysis Design Development Testing Operation

37 Rome 31 January -1 February

38 Source: http://www.versionone.com/state_of_agile_development_survey/11/

39 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

40 Rome 31 January -1 February product owner

41 Rome 31 January -1 February business expert

42 Rome 31 January -1 February influential

43 Rome 31 January -1 February trusted

44 Rome 31 January -1 February available

45 Rome 31 January -1 February

46 changes during sprint

47 Rome 31 January -1 February product backlog

48 Rome 31 January -1 February prioritized

49 Rome 31 January -1 February product backlog items

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

51 Rome 31 January -1 February

52 epics

53 Rome 31 January -1 February big

54 Rome 31 January -1 February hairy

55 Rome 31 January -1 February

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

57 Rome 31 January -1 February just in time epic refinement

58 Rome 31 January -1 February user stories

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

60 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.”

61 Rome 31 January -1 February reminder to have a conversation

62 Rome 31 January -1 February conditions of satisfaction

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

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

65 Rome 31 January -1 February up to 4 hours

66 Rome 31 January -1 February estimation

67 Rome 31 January -1 February story points

68 Rome 31 January -1 February modified Fibonacci scale

69 Rome 31 January -1 February planning poker

70 Rome 31 January -1 February choose stories

71 Rome 31 January -1 February theme

72 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

73 Rome 31 January -1 February sprint backlog

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

75 Rome 31 January -1 February time-boxed iteration

76 Rome 31 January -1 February 1 to 4 weeks

77 Rome 31 January -1 February 2 weeks works well

78 Rome 31 January -1 February deadline sacred

79 Rome 31 January -1 February

80 drop stories

81 Rome 31 January -1 February don’t move deadline

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

83 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

84 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

85 Rome 31 January -1 February completeness velocity

86 Rome 31 January -1 February velocity = points points sprint

87 Rome 31 January -1 February

88 ScrumMaster

89 Rome 31 January -1 February expert in Scrum

90 Rome 31 January -1 February outside consultant

91 Rome 31 January -1 February remove impediments

92 Rome 31 January -1 February coach

93 Rome 31 January -1 February facilitate

94 Rome 31 January -1 February project manager

95 Rome 31 January -1 February Scrum team

96 Rome 31 January -1 February 5 to 9 members

97 Rome 31 January -1 February dedicated

98 Rome 31 January -1 February self-organizing

99 Rome 31 January -1 February rules

100 Rome 31 January -1 February no titles

101 Rome 31 January -1 February commit

102 Rome 31 January -1 February daily Scrum meeting

103 Rome 31 January -1 February 15 minutes

104 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?

105 Rome 31 January -1 February sprint review meeting product increment

106 Rome 31 January -1 February demo

107 Rome 31 January -1 February product owner & stakeholders

108 Rome 31 January -1 February collect feedback

109 Rome 31 January -1 February re-prioritize

110 Rome 31 January -1 February sprint retrospective

111 Rome 31 January -1 February inspect & adapt

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

113 Rome 31 January -1 February

114 electronic vetting system

115 Rome 31 January -1 February

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117 successful!

118 Rome 31 January -1 February

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121 medical device asset management

122 Rome 31 January -1 February

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126 product owner Scrum team

127 Rome 31 January -1 February 2-week sprints x10

128 Rome 31 January -1 February

129 every project?

130 Rome 31 January -1 February no

131 Rome 31 January -1 February

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136 Analysis Design Development Testing Operation

137 Rome 31 January -1 February

138 scrumalliance.org

139 Rome 31 January -1 February mountaingoatsoftware.com

140 Rome 31 January -1 February

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144 agilescout.com

145 Rome 31 January -1 February try it!

146 Rome 31 January -1 February thank you

147 Rome 31 January -1 February Neil Benson neil.benson@slalom.com linkedin.com/in/neilbenson @customery customery.com


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