Proactive Leadership Adopts Scaled Agile Framework (SAFe®) at Xactly

After implementing SAFe®, teams see clearer goals, enhanced roadmap visibility, and improved collaboration
Category:
Case Studies
Author:
Dawn Stowers
Author:
Date:
April 1, 2023

Results

Clearer goals, increased roadmap visibility, improved collaboration

Company Name

Xactly Corporation

Type

Private Company

Size

600 Employees

Industry

Software as a service

Location

Headquarters: Los Gatos, California

Locations: Worldwide

TecVeris Team

7 SAFe Advisors/Trainers

2 Atlassian Advisors/Administrators

Duration

18 months

Summary

Xactly Corporation provides cloudbased enterprise software and services. They offer tools to allow for sales performance management, sales effectiveness, sales compensation, and employee engagement. Previously a public company, the company was taken private by Vista Equity Partners in 2017.

Building upon a strong foundation, Xactly implements SAFe

In 2022, Xactly Product and Engineering Leadership engaged TecVeris to perform a TecVeris Model-Driven Assessment. Xactly already had knowledge about Scaled Agile Framework (SAFe) and believed this was the framework of choice for the organization. However, they chose to complete an assessment first to establish a baseline of their current strengths and opportunities. Unlike many organizations that choose to do an assessment or go SAFe, Xactly already had a strong culture and delivery track record. Their Leadership took these steps proactively as they planned for greater scale and innovation. TecVeris provided the Advisory and training team to guide Xactly through their implementation of SAFe.

TecVeris Delivers

Before making any recommendations, TecVeris and Xactly worked together to complete the TecVeris Model Driven Assessment. Starting with the Assessment enabled the TecVeris advisory team to understand the teams, processes, bottlenecks and opportunities.

TecVeris provided a cross functional advisory team with technology leadership, engineering and agile scaling expertise. The Assessment included:

  • Interviews: 1:1 interviews with leaders, managers and individual contributors to perform a deep dive on issues and opportunities
  • nVeris Survey: To capture and baseline data, measuring the financial impact of gaps and opportunities for improvement
  • Atlassian Jira and DevOps Audit: Deep dive review of the Jira/Atlassian Suite to understand how tooling may reduce bottlenecks and accelerate feedback

The Assessment demonstrated a positive work culture. Teams were delivering planned work predictably and on time, according to company metrics. However, the assessment also uncovered opportunities for improvement including better alignment and communication around roadmap and vision, the need for a deeper backlog for teams, and planning events that included all of the people involved in doing the work. Some “SAFe like” processes had been implemented previously, but without the formal training and framework of SAFe.

All of the Model Driven Assessment Data was aggregated and analyzed by the TecVeris Advisory team and a set of recommendations were formulated. TecVeris supported Leadership’s plan to implement SAFe so that the organization could receive the benefits of training and launching a scaling framework that all Xactly teams could follow.

Xactly followed the SAFe implementation roadmap. TecVeris provided the leadership, personnel, and support for this transformation. TecVeris coached teams, promoting collaboration and communication. The roadmap included the following activities to launch the first agile release train (ART):

  • Executive (C-Level) workshops to prepare leadership team and answer questions
  • Leading SAFe certification class for all Engineering and Product Leadership
  • SAFe Product Owner/Product Manager Certification class for the full product management team
  • SAFe for Teams: multiple classes to prepare the agile teams
  • Workshops on Backlog creation and prioritization (using WSJF)
  • Coaching and support during multiple PIs
  • Atlassian Advisory and Administration

Xactly’s first PI planning event was hybrid, with many team members onsite in Denver and some joining remotely from India and other parts of the US.

Building upon the success of the first ART Launch, Xactly trained development teams in India and launched a second ART in early 2023. These two ARTs now coordinate during PI planning and ART execution.

TecVeris wrapped up its engagement with Xactly in August of 2023 after ensuring both ARTs were self supporting. The company has seen the following benefits:

  • Better planning, clearer goals, uncovering dependencies earlier
  • More visibility in terms of direction (planning) and also results (demos)
  • Improved cross team communication and collaboration
“We are more coordinated & efficient now – before it felt like teams didn’t care about other teams and didn’t know who to ask anyway. So feels more coordinated and like we’re meeting the goals and the roadmap more now." - Xactly Team Member, feedback from TecVeris exit survey

Summary

Xactly Corporation provides cloudbased enterprise software and services. They offer tools to allow for sales performance management, sales effectiveness, sales compensation, and employee engagement. Previously a public company, the company was taken private by Vista Equity Partners in 2017.

Building upon a strong foundation, Xactly implements SAFe

In 2022, Xactly Product and Engineering Leadership engaged TecVeris to perform a TecVeris Model-Driven Assessment. Xactly already had knowledge about Scaled Agile Framework (SAFe) and believed this was the framework of choice for the organization. However, they chose to complete an assessment first to establish a baseline of their current strengths and opportunities. Unlike many organizations that choose to do an assessment or go SAFe, Xactly already had a strong culture and delivery track record. Their Leadership took these steps proactively as they planned for greater scale and innovation. TecVeris provided the Advisory and training team to guide Xactly through their implementation of SAFe.

TecVeris Delivers

Before making any recommendations, TecVeris and Xactly worked together to complete the TecVeris Model Driven Assessment. Starting with the Assessment enabled the TecVeris advisory team to understand the teams, processes, bottlenecks and opportunities.

TecVeris provided a cross functional advisory team with technology leadership, engineering and agile scaling expertise. The Assessment included:

  • Interviews: 1:1 interviews with leaders, managers and individual contributors to perform a deep dive on issues and opportunities
  • nVeris Survey: To capture and baseline data, measuring the financial impact of gaps and opportunities for improvement
  • Atlassian Jira and DevOps Audit: Deep dive review of the Jira/Atlassian Suite to understand how tooling may reduce bottlenecks and accelerate feedback

The Assessment demonstrated a positive work culture. Teams were delivering planned work predictably and on time, according to company metrics. However, the assessment also uncovered opportunities for improvement including better alignment and communication around roadmap and vision, the need for a deeper backlog for teams, and planning events that included all of the people involved in doing the work. Some “SAFe like” processes had been implemented previously, but without the formal training and framework of SAFe.

All of the Model Driven Assessment Data was aggregated and analyzed by the TecVeris Advisory team and a set of recommendations were formulated. TecVeris supported Leadership’s plan to implement SAFe so that the organization could receive the benefits of training and launching a scaling framework that all Xactly teams could follow.

Xactly followed the SAFe implementation roadmap. TecVeris provided the leadership, personnel, and support for this transformation. TecVeris coached teams, promoting collaboration and communication. The roadmap included the following activities to launch the first agile release train (ART):

  • Executive (C-Level) workshops to prepare leadership team and answer questions
  • Leading SAFe certification class for all Engineering and Product Leadership
  • SAFe Product Owner/Product Manager Certification class for the full product management team
  • SAFe for Teams: multiple classes to prepare the agile teams
  • Workshops on Backlog creation and prioritization (using WSJF)
  • Coaching and support during multiple PIs
  • Atlassian Advisory and Administration

Xactly’s first PI planning event was hybrid, with many team members onsite in Denver and some joining remotely from India and other parts of the US.

Building upon the success of the first ART Launch, Xactly trained development teams in India and launched a second ART in early 2023. These two ARTs now coordinate during PI planning and ART execution.

TecVeris wrapped up its engagement with Xactly in August of 2023 after ensuring both ARTs were self supporting. The company has seen the following benefits:

  • Better planning, clearer goals, uncovering dependencies earlier
  • More visibility in terms of direction (planning) and also results (demos)
  • Improved cross team communication and collaboration
“We are more coordinated & efficient now – before it felt like teams didn’t care about other teams and didn’t know who to ask anyway. So feels more coordinated and like we’re meeting the goals and the roadmap more now." - Xactly Team Member, feedback from TecVeris exit survey

Get the deck used in this pesentation.

Presentation Deck

Summary

Xactly Corporation provides cloudbased enterprise software and services. They offer tools to allow for sales performance management, sales effectiveness, sales compensation, and employee engagement. Previously a public company, the company was taken private by Vista Equity Partners in 2017.

Building upon a strong foundation, Xactly implements SAFe

In 2022, Xactly Product and Engineering Leadership engaged TecVeris to perform a TecVeris Model-Driven Assessment. Xactly already had knowledge about Scaled Agile Framework (SAFe) and believed this was the framework of choice for the organization. However, they chose to complete an assessment first to establish a baseline of their current strengths and opportunities. Unlike many organizations that choose to do an assessment or go SAFe, Xactly already had a strong culture and delivery track record. Their Leadership took these steps proactively as they planned for greater scale and innovation. TecVeris provided the Advisory and training team to guide Xactly through their implementation of SAFe.

TecVeris Delivers

Before making any recommendations, TecVeris and Xactly worked together to complete the TecVeris Model Driven Assessment. Starting with the Assessment enabled the TecVeris advisory team to understand the teams, processes, bottlenecks and opportunities.

TecVeris provided a cross functional advisory team with technology leadership, engineering and agile scaling expertise. The Assessment included:

  • Interviews: 1:1 interviews with leaders, managers and individual contributors to perform a deep dive on issues and opportunities
  • nVeris Survey: To capture and baseline data, measuring the financial impact of gaps and opportunities for improvement
  • Atlassian Jira and DevOps Audit: Deep dive review of the Jira/Atlassian Suite to understand how tooling may reduce bottlenecks and accelerate feedback

The Assessment demonstrated a positive work culture. Teams were delivering planned work predictably and on time, according to company metrics. However, the assessment also uncovered opportunities for improvement including better alignment and communication around roadmap and vision, the need for a deeper backlog for teams, and planning events that included all of the people involved in doing the work. Some “SAFe like” processes had been implemented previously, but without the formal training and framework of SAFe.

All of the Model Driven Assessment Data was aggregated and analyzed by the TecVeris Advisory team and a set of recommendations were formulated. TecVeris supported Leadership’s plan to implement SAFe so that the organization could receive the benefits of training and launching a scaling framework that all Xactly teams could follow.

Xactly followed the SAFe implementation roadmap. TecVeris provided the leadership, personnel, and support for this transformation. TecVeris coached teams, promoting collaboration and communication. The roadmap included the following activities to launch the first agile release train (ART):

  • Executive (C-Level) workshops to prepare leadership team and answer questions
  • Leading SAFe certification class for all Engineering and Product Leadership
  • SAFe Product Owner/Product Manager Certification class for the full product management team
  • SAFe for Teams: multiple classes to prepare the agile teams
  • Workshops on Backlog creation and prioritization (using WSJF)
  • Coaching and support during multiple PIs
  • Atlassian Advisory and Administration

Xactly’s first PI planning event was hybrid, with many team members onsite in Denver and some joining remotely from India and other parts of the US.

Building upon the success of the first ART Launch, Xactly trained development teams in India and launched a second ART in early 2023. These two ARTs now coordinate during PI planning and ART execution.

TecVeris wrapped up its engagement with Xactly in August of 2023 after ensuring both ARTs were self supporting. The company has seen the following benefits:

  • Better planning, clearer goals, uncovering dependencies earlier
  • More visibility in terms of direction (planning) and also results (demos)
  • Improved cross team communication and collaboration
“We are more coordinated & efficient now – before it felt like teams didn’t care about other teams and didn’t know who to ask anyway. So feels more coordinated and like we’re meeting the goals and the roadmap more now." - Xactly Team Member, feedback from TecVeris exit survey
Register Now

Get the deck used in this pesentation.

Presentation Deck

Summary

Xactly Corporation provides cloudbased enterprise software and services. They offer tools to allow for sales performance management, sales effectiveness, sales compensation, and employee engagement. Previously a public company, the company was taken private by Vista Equity Partners in 2017.

Building upon a strong foundation, Xactly implements SAFe

In 2022, Xactly Product and Engineering Leadership engaged TecVeris to perform a TecVeris Model-Driven Assessment. Xactly already had knowledge about Scaled Agile Framework (SAFe) and believed this was the framework of choice for the organization. However, they chose to complete an assessment first to establish a baseline of their current strengths and opportunities. Unlike many organizations that choose to do an assessment or go SAFe, Xactly already had a strong culture and delivery track record. Their Leadership took these steps proactively as they planned for greater scale and innovation. TecVeris provided the Advisory and training team to guide Xactly through their implementation of SAFe.

TecVeris Delivers

Before making any recommendations, TecVeris and Xactly worked together to complete the TecVeris Model Driven Assessment. Starting with the Assessment enabled the TecVeris advisory team to understand the teams, processes, bottlenecks and opportunities.

TecVeris provided a cross functional advisory team with technology leadership, engineering and agile scaling expertise. The Assessment included:

  • Interviews: 1:1 interviews with leaders, managers and individual contributors to perform a deep dive on issues and opportunities
  • nVeris Survey: To capture and baseline data, measuring the financial impact of gaps and opportunities for improvement
  • Atlassian Jira and DevOps Audit: Deep dive review of the Jira/Atlassian Suite to understand how tooling may reduce bottlenecks and accelerate feedback

The Assessment demonstrated a positive work culture. Teams were delivering planned work predictably and on time, according to company metrics. However, the assessment also uncovered opportunities for improvement including better alignment and communication around roadmap and vision, the need for a deeper backlog for teams, and planning events that included all of the people involved in doing the work. Some “SAFe like” processes had been implemented previously, but without the formal training and framework of SAFe.

All of the Model Driven Assessment Data was aggregated and analyzed by the TecVeris Advisory team and a set of recommendations were formulated. TecVeris supported Leadership’s plan to implement SAFe so that the organization could receive the benefits of training and launching a scaling framework that all Xactly teams could follow.

Xactly followed the SAFe implementation roadmap. TecVeris provided the leadership, personnel, and support for this transformation. TecVeris coached teams, promoting collaboration and communication. The roadmap included the following activities to launch the first agile release train (ART):

  • Executive (C-Level) workshops to prepare leadership team and answer questions
  • Leading SAFe certification class for all Engineering and Product Leadership
  • SAFe Product Owner/Product Manager Certification class for the full product management team
  • SAFe for Teams: multiple classes to prepare the agile teams
  • Workshops on Backlog creation and prioritization (using WSJF)
  • Coaching and support during multiple PIs
  • Atlassian Advisory and Administration

Xactly’s first PI planning event was hybrid, with many team members onsite in Denver and some joining remotely from India and other parts of the US.

Building upon the success of the first ART Launch, Xactly trained development teams in India and launched a second ART in early 2023. These two ARTs now coordinate during PI planning and ART execution.

TecVeris wrapped up its engagement with Xactly in August of 2023 after ensuring both ARTs were self supporting. The company has seen the following benefits:

  • Better planning, clearer goals, uncovering dependencies earlier
  • More visibility in terms of direction (planning) and also results (demos)
  • Improved cross team communication and collaboration
“We are more coordinated & efficient now – before it felt like teams didn’t care about other teams and didn’t know who to ask anyway. So feels more coordinated and like we’re meeting the goals and the roadmap more now." - Xactly Team Member, feedback from TecVeris exit survey

nVeris® SAFe® Enterprise Value Acceleration

Experience our cutting-edge nVeris® - SAFe® Enterprise Value Acceleration Tool-Kit for Jira, JSM, and Azure DevOps.
Whether your organization is new to agile or needs a “reboot,” our advisors help you develop and execute your agile roadmap. We train, certify, and coach teams and leadership in proven Lean Agile practices that will transform how your organization brings value to market.
Picture of advisors in a meeting.
Browse All Insights