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Delivering Quality From Chaos Jeremy Norwood

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Project Delivery “is providing a solution on time, on budget and to the required quality that solves the identified problem”

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Quality “is the degree of conformance to explicit or implicit requirements and expectations ”

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Chaos “is the property of a complex system whose behaviour is so unpredictable as to appear random, owing to great sensitivity to small changes in conditions”

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Content 1. Contributors 2. Symptoms 3. Diagnosis 4. Survival 5. Summary/Q&A

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CONTRIBUTORS – Industry Sector

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CONTRIBUTORS – Product & Technology Sector Context Product Diversity Asset Class Variance Exchange vs OTC Cleared vs Not Client Diversity Institutional to Individual Human to Machine Reg. Diversity Regulated vs Not Regional & Global Differences Software Programming Languages Too Many to Name Development Methodologies Immature & Evolving Multi Dimensional Challenges Complex Logic, Latency, Big Data Hardware Network Global Data Super Highway Servers / Storage Phys vs VM vs Cloud Linux vs Windows Embedded Hardware & O/S Programming Highly Skilled & Niche Testing Testing Coverage Never Enough Scenarios Multi Layer Func & Integration Perf & Capacity Security & DR Test Tools Swiss Army knife required

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CONTRIBUTORS – People & Culture Culture & Language & Social Company Culture & Values Team Behaviours & Dynamics Individual Personalities & Needs

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SYMPTOMS – Recognising the Signs • Overly Complex and Inflexible Solutions • Low Innovation • High Defect Rates and Poor Quality • Unstable Operations and Costly to Maintain Technology • Long Hours • Poor Collaboration Between Teams • Low Level of Trust • High Staff Turnover People • Missed Deliverables & Milestones • High Levels of Rework • Cost Overruns • Low Levels of Continuous Improvement Project

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DIAGNOSIS – How Chaotic are Things? Low Chaos =============================================> Extreme Chaos 1 2 3 4 5 6 7 8 9 10 Well Known/Defined Requirements Exploratory/Fluid Low Speed High Flexible/Long Term Deadlines Fixed/Short Term Low Innovation High Low Change & Uncertainty High Low Dependencies & Interdependencies High Dedicated Team Availability Multitasking Available Sponsor Unavailable Available Customer Unavailable Low Technical Complexity High Low Org Complexity & Politics High Co-Located Geographical Diversity Dispersed Low Market Complexity High

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SURVIVAL – Be Realistic, Consider Future Obstacles • Expect uncertainty – Little or no relationship between cause and effect – Manage through small iterations, anticipation and adaptation – Have contingency plans ready to go – Challenge assumptions

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SURVIVAL – Keep it Simple and Be Agile • Keep it Simple • Be Agile – “Having A Quick, Resourceful And Adaptable Character” – A way of thinking, not a defined process Simple clear purpose and process give rise to complex intelligent behaviours. Complex rules and regulations give rise to simple, stupid behaviours. Dee Hock, Founder Visa Credit Cards

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SURVIVAL – Synchronise Activities • Apply Dynamic Planning & Control – Act, Sense, Respond • Use best fit Dev and Test lifecycle – Ensure teams are synchronised • Avoid Domino Effect – Decouple activities and create Buffers – Manage “technical debit” built up over time

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SURVIVAL – Understand the Dependencies Functional/ Non Functional Project Deliverables Software/ Hardware

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SURVIVAL – Use Data • Consider all sources of data • Analyse and identify patterns – Don’t focus on root cause (no relationship between cause & effect) • Make small and quick decisions, check impact and adjust – Remember chaotic environments are sensitive to small changes

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SURVIVAL – Advanced Strategies • Chaos Engineering/Testing – Failure is unavoidable so deliberately introduce (via a Monkey) • Latency monkey, Security Monkey, Janitor Monkey etc – – testing-engineering/ • Extreme Project Management –

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IN SUMMARY • Recognise and embrace chaos – It’s in the DNA of Finance sector and Technology • Understand your environment – Consider all the influencing factors • Combat complexity with agility – Adopt an agile and flexible mind set – Look ahead and anticipate uncertainty – Use data to inform decision making and check impact