Abstract

AbstractThe Scaled Agile Framework (SAFe) is a framework for scaling agile methods in large organizations. We have found several experience reports and white papers describing SAFe adoptions in different banks, which indicates that SAFe is being used in the banking industry. However, there is a lack of academic publications on the topic, the banking industry is missing in the scientific reports analyzing SAFe transformations. To fill this gap, we present a study on the main challenges with a SAFe transformation at a large full-service bank. We identify the challenges in the bank under study and compare the findings with experience reports from other banks, as well as with research on SAFe transformations in other domains. Many of the challenges reported in this paper overlap with the generic SAFe challenges, including management and organization, education and training, culture and mindset, requirements engineering, quality assurance, and systems architecture. However, we also report some novel challenges specific to the banking domain, e.g., the risk of jeopardizing customer relations, stability, and trust of external stakeholders. This study validates several SAFe-related challenges reported in previous work in the banking context. It also brings up some novel challenges specific to the banking industry. Therefore, we believe our results are particularly useful to practitioners responsible for SAFe transformations at other banks.

Highlights

  • Even though agile methods have become popular among all kinds of companies, the methods were initially created for small teams and organizations

  • Scaled Agile Framework (SAFe) is a set of principles and practices that aims at scaling agile methods for large organizations

  • Our study aims to fill that gap by identifying the challenges for a SAFe transformation in the banking industry

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Summary

Introduction

Even though agile methods have become popular among all kinds of companies, the methods were initially created for small teams and organizations. This often causes challenges when large organizations want to go agile [1]. According to a yearly survey by VersionOne, a company specializing in agile solutions, SAFe is the most popular framework for scaling agile in large enterprises [3]. Scaled Agile, the company behind SAFe, publishes experience reports from companies that have introduced SAFe. The financial sector, and the banking industry are represented there [2]. Scaled Agile quotes experience reports from SAFe introductions at banks such as Nordea, Standard Bank, and Capital One [4], showing that SAFe is actively used in the banking industry

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