0. Evolution of Test Services to Quality Assurance Practice
Schroders Enterprise Agile Transformation
Melinda Chapple, Head of Global Quality Assurance
25th May 2017

1. Why change, Why agile?
Background to the Leading Enterprise Agile Programme (LEAP)

2. Overview of LEAP LEAP The Drivers Why LEAP? What was LEAP?
LEAP was the response to a demand for a more efficient & effective Global Technology (GT) capability
- Business value must be delivered sooner
- Cost effectiveness is paramount
- GT alignment with the Business is critical to success
What was LEAP?
LEAP was a Programme focused on
- Speed: Implementing enterprise Agile
- Value: Product / Service Operating Model
- Engagement: Changing how Business & GT interact
LEAP
When was LEAP?
LEAP commenced in Q1 16 & was run in three month cycles or Planning Increments (PI)
- Formal Programme ran through to Q1 2017
- Transformation self-sufficient from Q2 2017
- Programme was implemented using the SAFe framework
Status of LEAP?
LEAP completed its fourth (and final) PI in April 17, we are now in BAU mode
- Delivered in 2016: Investment, Corporate Finance, HR, Fund Services, Distribution and Digital delivery teams transformed to Schroders Agile Methodology.
- Delivered in Q1 2017: Data ART, Digital ART, Product ART & independent Portfolio Services agile teams

3. LEAP transformation complete 2017
Overview of LEAP
Our journey to Agile
It’s time to transform Schroders Global Technology 1
WHY
Delivered through three key initiatives 2
WHAT
Implemented using an Agile approach 3
HOW
Benefits are well documented 4
BENEFITS
The new (Agile) ways of working will be different 5
LEAP transformation complete 2017
IMPACTS

4. The Evolution to Quality Assurance Practice
Test Services response to Agile

5. Quality Assurance vs Testing
Creating a common understanding
Quality Assurance is the maintenance of a desired level of quality in a service or product, especially by means of attention to every stage of the process from Planning to Run
Quality Assurance is about the refinement of both the process and the product
VS.
Software testing is an investigation conducted to provide Stakeholders with information about the quality of the product or service under test
Testing is about proving the product meets requirements

6. Global Quality Assurance Practice
Introduction
The Global Quality Assurance Practice was created as a response to the LEAP Programme with the key aims:
Improved quality and speed end-to-end: Work with Teams & Practices to implement continuous integration, test and delivery of code/products to Users in two weekly intervals
Quality Mind-set: work with Agile Teams to develop quality into their way of thinking, their processes and their product
Quality is not an act, it is a habit (Aristotle)

7. Global Quality Assurance Practice
Three Pillars
People and Services
Tools & Governance
Community of Practice
QA Coaches
Engage with Agile teams to promote best practices across the change lifecycle
Provision of training to teams or individuals
Provision of Test Management capabilities across ART’s
QA Engineers
QA Engineers embedded into Agile teams & supported by the Practice
QA Engineers provided to teams upon request to deal with spike activity
Services
Provide and maintain QA environments
Training to Agile teams (automation, tooling, best practices, frameworks)
Continuous improvement pathways
Aligns tools and use cases to ensure the best fit
Promotes Shift left automation
Creation of foundational Best Practices that can be adopted by Agile teams
Ensures the scalability of all automated solutions
Ensure there are foundational best practices that
Implements continuous improvements through information gathered from Agile teams
Making connections between members; ensuring the topics are relevant & valuable
Group discovers value in exchanges of knowledge and information. The value can be enhanced by engaging in experiences external to the office environment
To share knowledge and promote learning within the specialist area in a way that is accessible to all members of the organisation

8. Global Quality Assurance Practice
Interactions with Agile teams
New to Agile or Newly formed team
Agile Maturity - medium
Agile Maturity - high
QA Interactions:
QA Engineer is an embedded role within the Agile team with a focus on test automation
QA Practice in collaboration with the Agile team works to iteratively improve quality
QA Practice works with team to identify where efficiencies can be made (eg: opportunity for automation, provisioning of environments)
QA Interactions:
QA Engineer is transitioning out as a specific role and all team members have the mind-set and skills to perform test execution and/or……
QA Engineer is embedded in the Agile team with a focus on specialist non-functional testing
QA Practice continues working with the team in a coaching & governance role
QA Interactions:
Light touch: coaching, governance & communities as needed
** This is where we have our biggest opportunities to collaborate & innovate **

9. Global Quality Assurance Practice
What we wanted to achieve
An environment that facilitates fast feedback loops between team members & teams
High levels of automation left to right, including Business Process testing
Quality is embedded as a mind-set, therefore its embedded into the delivered product
Agile Teams with T-Shaped team members, who deliver as a team
To offer specialised Test Services that are difficult to accommodate within sprints

10. The Evolution to Quality Assurance Practice
Evolving our team members

11. The journey of our team From waterfall analyst to Agile team member 1
Creation of new roles aligned to the Capabilities of the Practice 1
LEADERSHIP
Test Analysts & Test Managers converted to new roles 2
TEAM MEMBERS
Intensive Training programme for all team members 3
TRAINING
Embedded QA Engineers in teams 4
ROLLOUT
Provision of Tools, Environments & Governance 5
SUPPORT
Evolution Continues

12. The journey of our team The challenges & benefits INITIAL CHALLENGES
Team members did not want to convert to Agile ways of working
Capacity management: LEAP Transformation, QA Transformation, Stakeholder Change,
Keeping up with the demand from Agile Teams for people & services
Education around what QA is and isn’t
FADING CHALLENGES
Breaking down the traditional barriers that exist in Agile Teams (Dev/Test)
Breaking free from the “waterfall” reputation
Making distributed teams work
Teams maturing at different rates
BENEFITS
Morale within the QA Practice are high
QA Engineers are up/cross skilling
Teams are now focussing on automation
Collaboration is high
The importance of quality is being understood and embraced

13. The journey of our team Key to our success
Implementing training programmes
Investing in Change Management activities
Mentoring team members
Forming strong relationships with other “enabler teams”
Published End State of Quality Assurance Practice
Enabling teams to be self sufficient

14. Quality Assurance Practice
Concluding Messages

15. Conclusion Key Takeaways What would we do differently
Implementation of automation tools and training
Include a proposal for environment provisioning
Include a solution for Test Data management capabilities
Benefits of Transformation
Team members are more engaged
We have attracted new talent into our Practice
Testing is shifting left
Agile Teams are actively look for guidance on Best Practices, Automation and Training
Change is being delivered to our Business communities in an expedited manner

17. QA Financial Forum Singapore
Melinda has over 25 years’ experience in technology change, with 17 years specialising in software testing and quality assurance within the finance domain. Melinda is a highly motivated individual who is passionate about the evolution of software testing in today’s Agile environment. Melinda has extensive experience in managing and delivering large scale testing programmes, and has worked across UK, Europe, AsiaPac – bringing a global perspective to change programmes.
In her current position as Head of Global Quality Assurance at Schroders Investment Managers, Melinda has played a key role in the adoption and implementation of Agile across Global Technology and the wider organisation. A key part of that transformation was ensuring that test services evolved with the development teams; transitioning from a provider of people to a Quality Assurance Practice that supports Agile and DevOps principles
Melinda Chapple
Head of Global Quality Assurance

18. Melinda Chapple
Head of Global Quality Assurance T M
Schroder Investment Management Limited,
CapitaGreen, 138 Market Street, Singapore.
schroders.com