Backlog including Delta Requirements and G

Public
The purpose of this accelerator is to capture the Delta Requirements and Gaps during the Scope Validation workshops in the Explore phase. Prepa
Purpose Supports planning and management of the delivery of the solution capabilities in Realize phase, provides tool for planning & monitoring of the relea
backlog management tool if customer desires.

Project Identification

Project Name Project Number Project Type

Customer Name Customer Number Project Start To Finish

Project Sponsor Program Manager Project Manager (Customer)

Project Manager Service Partner(s) Project Manager (Service Partner)

Guidelines: How to adapt this Accelerator to your project

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 1. Update the Values Drop Down tab, at minimum following fields:
- "Responsible Resource": include here your Project's resources
- "Product Owner Names": include your product owner's names
- "Releases": revise the list to reflect # of releases planned in your project
- "End-to-End Scenarios": pre-populate the list with end-to-end scenarios that are in scope of your project
- "Best Practices / RDS in scope": pre-populate the list with Best Practices, RDS or other packages names
- "Scope Items": pre-populate the list with Best Practices Scope Items are used in the project
2. Update the High Level roadmap Tab to reflect the project/program releases, their focus and scope
3. Populate the Product Backlog tab with delta requirements and gaps from fit/gap analysis workshops as they are conducted during the
Explore phase. You may also pre-populate the known requirements and gaps in Prepare phase if they are known.
4. During the Explore phase progressively update the Product Backlog tab with de-composed stories, impact analysis, and other information.
5. Upon completion of Fit/Gap workshops as you start Release and Sprint planning. Use the Release Planning & Burndown tab to size the
releases and estimate number of sprints per release.
6. In Sprint 1 planning, utilize the "Sprint Backlog R1S1" tab to plan all tasks required to complete user stories in scope of Sprint 1.
- "User Story" field values are automatically obtained from the "Product Backlog" tab.
- The rest of Drop down values are obtained from the "Drop Down Values" tab
7. Update the Data sources of the "Sprint Burndown" tab graphs to ensure the sprint and release burndown charts work in your template.
8. For additional sprints utilize the copy sprint tab and update it as needed. You will also need to create additional graphs on the "Sprint
Burndown" tab for your release.
7. Update the Release Planning and Burndown tab according to actual sprint performance.

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ements and Gaps

n the Explore phase. Preparation of release and sprint plan in late Explore phase.
ng & monitoring of the release & sprints. This template can be replaced with

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 YEAR 1 YEAR 2
DELIVERY TIMELINE Duration (months) M2 M1 M1 M2 M3 M4 M5 M6 M7 M8 M9 M10 M11 M12 M13 M14 M15 M16 M17 M18 M19 M20 M21 M22 M23 M24
Program Chartering and Planning 2 1 1
Release 1: Financial Management 7 1 1 1 1 1 1 1
Financial Management 7 1 1 1 1 1 1 1
FG DD1 B1 B2 B3 IT DP
S1 S2 S3 S4
Release 2: Q2C, P2P, H2R 8 1 1 1 1 1 1 1 1
Quote to Cash (Q2C) 8 1 1 1 1 1 1 1 1
FG DD1 DD2 B1 B2 B3 IT DP
S1 S2 S3 S4
Procure to Pay (P2P) 8 1 1 1 1 1 1 1 1
SV DD1 DD2 B1 B2 B3 IT DP
S1 S2 S3 S4
Hire to Retire (H2R) 6 1 1 1 1 1 1
SV DD1 B1 B2 IT DP
- S2 S3 S4

Assumptions
Phased release, promoting business value and legacy system decommissioning for increased TCO

Legend
FG: Fit/Gap analysis
DDx: Delta Design
Bx: Build Cycle
IT: Integration Test
DP: Deployment
 ↑ Expand the sheet to prepare
story analysis in Delta Design
↑ Expand the sheet to capture User
Workshop
Story classification details
User Story Classification User Story Details (Product Owner) Release & Sprint Planning Built Association

How to demo /
Best Practice / RDS / Package Source (where was the User Story Title User Story Short Description Product Owner Acceptance Criteria Priority Priority Rank Story Effort Target
User Story ID Scenario Scope Item User Story Type Status Target Sprint
Reference story identified) (PO) (PO) (PO) (PO) (PO) (PO) (Team) Release

1 Complementary Regulatory Data KYC As part of the regulatory standards the bank needs to collect the required John Smith Planned 1. Must-Have 10 13 Release 1 Sprint 1
Know Your Customer (KYC) data during Account Creation, assign them a
profile and a profile for usage transaction that is given to the account.

Required fields:
• Source of funds, free text field.
• Use on intended to give the account, approximate amount of deposits
received in the month.
• Estimated savings monthly, approximate amount of savings in the month,
in the case of planned savings is the amount of savings commitment.

2 Complementary Regulatory Data PEP 1. Must-Have Release 1 Sprint 1

The bank needs to identify and store which are Politically Exposed Persons
(PEP):
• Politically exposed person themselves
• If they have family or relationship with a politically exposed person. 15 20
3 Business Partner Data Migration The bank will be able to access and maintain the data of all active Deposits 1. Must-Have Release 1 Sprint 1
Business partners in a centralized way. 20
4 Organizational Structure The organizational structure of bank X will be accessible and maintainable 1. Must-Have 25 Release 1 Sprint 2

5 Savings Account Product The bank will be able to offer Retail customers a Savings account product 1. Must-Have 30 Release 1 Sprint 2
"My Savings" with these key characteristics:
Interest rate: xx%
Maintenance Fee: xx EUR
etc.

6 Current Account Product The bank will be able to offer Retail customers a Current account product 1. Must-Have 35 Release 1 Sprint 2
"My Account" with these key characteristics:
Interest rate: xx%
Maintenance Fee: xx EUR
etc.

7 Open Savings Account in Branch A branch officer can open a "My Savings" account to Retail customers 1. Must-Have 40 Release 1 Sprint 2

8 Open Savings Account in Internet Customers can initiate the opening of a "My Savings" account via the Internet 1. Must-Have 45 Release 1 Sprint 2
Channel
9 Open Current Account in Branch A branch officer can open a "My Account" account to Retail customers 1. Must-Have 50 Release 1

10 Open Current Account in Internet Channel Customers can initiate the opening of a "My Account" current account via the 1. Must-Have 55 Release 1
Internet
11 Money Transfer in Internet Channel The customer can order a money transfer via the internet channel 1. Must-Have 60 Release 1
 Values Drop Down

Product Backlog Value Drop Down Boxes

Moscow Priorities Comment
1. Must-Have MUST have this
2. Should-Have SHOULD have this if at all possible
3. Could-Have COULD have this if it does not affect anything else
4. Would-Have WON'T have this time but WOULD like in the future
X. Out of scope Excluded from project scope
TBD New / Not Assigned

End-to-End Scenarios Best Practices, RDS in scope

Quote to Cash SAP S/4HANA Best Practice
Financial Accounting CRM RDS
Hire to Retire Analytical Reporting RDS
Plan to Produce

Estimating of Epics/User Stories

T-Shirt Sizing Story Points (= Ideal Day)
XXS 5
XS 8
S 13
M 20
L 40
XL 100
XXL 250

Value Drop Down Boxes Sprint Backlog

Task Category Responsible Resource

Design BP Cons. 1
Build BP Cons. 2
Test Int. Cons 1
Documentation Int. Cons 2
Project Management Mig. Cons. 1
Mig. Cons. 2
Developer 1
Developer 2
Developer 3
Dep. Cons. 1
Dep. Cons. 2
Dep. Cons. 3
Dep. Cons. 4
Payments Cons. 1
Payments Cons. 2
 Scope Items User Story Type
None Configuration
110 Free of Charge Delivery Integration Config
111 Returns and Complaints Authorization
156 General Ledger Report
Interface
Conversion
Enhancement
Form
Workflow
Org Structure
Master Data
Other

Epics/User Stories
Comment
Ready for Sprint
Ready for Sprint
Ready for Sprint
Needs to be split in Sprint Planning
Needs to be split in Sprint Planning
Too big for a Release => Split of Epic/User Story required
Too big for a Release => Split of Epic/User Story required

Status Integration Scenarios

Not started R1 - BP
In progress R2 - Account Creation
Unit Tested R2 - Account Operations
Done R2 - Account Closure
R3 - Deposits Migration
Status
New
Planned
In Process
Done
On Hold
Dropped
Duplicate

Source Releases Sprints

Bid Phase Release 1 Sprint 1
Prepare Phase Release 2 Sprint 2
Explore: QTC Workshop Release 3 Sprint 3
Explore: Fin Acct. Workshop Sprint 4
Explore: Workshop 3 Sprint 5
Explore: Workshop 4 Sprint 6
Explore: Workshop 5
Realize Phase

To activate additional Data:

1. Go to the cell that should use drop down list.
2. Go to Tab "Data" and click "Data Validation".
3. Mark the cells defining the value for the drop down list.
Product Owner Names
 Release Planning & Burndown

Planned working days/month 18

Release 1 Planning & Burndown

Release 1 (in Points) Start Sprint 1 Sprint 2 Sprint 3 Sprint 4
FORECASTS
Forecast: Work remaining at start of sprint 720 720 666 594 486
Forecast: Velocity 54 72 108 144
Forecast: Work remaining at the end of sprint 720 666 594 486 342
ACTUALS
Actual: Work remaining at start of sprint 720 720 666 594 486
Actual Velocity 54 72 108 144
Actual Work remaining at the end of sprint 720 666 594 486 342
TEAM CAPACITY
Forecast: Planned Resources (FTE) 3 4 6 8
Forecast: Planned Mandays 54 72 108 144
Estimated: Efficiency Factor 1 1 1 1

Release 1 Burndown Chart

800
720
700 666

594
600

500 486

400
342

300

198
200

108
100
36
0 0 0
0
Start Spri nt 1 Spri nt 2 Spri nt 3 Spri nt 4 Spri nt 5 Spri nt 6 Spri nt 7 Spri nt 8 Spri nt 9 Spri n

Actual Work rema i ni ng at the end of s pri nt Foreca st: Work remai ni ng at the end of spri n

Release 2 Planning & Burndown

Release 2 (in Points) Start Sprint 1 Sprint 2 Sprint 3 Sprint 4
FORECASTS
Forecast: Work remaining at start of sprint 3096 3096 2988 2880 2718
Forecast: Velocity 108 108 162 306
Forecast: Work remaining at the end of sprint 3210 2988 2880 2718 2412
ACTUALS
Actual: Work remaining at start of sprint 3096 3096 2988 2880 2718
Actual Velocity 108 108 162 306
Actual Work remaining at the end of sprint 3210 2988 2880 2718 2412
TEAM CAPACITY
Forecast: Planned Resources 6 6 9 17
Forecast: Planned Mandays 108 108 162 306
Estimated: Efficiency Factor 1 1 1 1

Release 2 Burndown Chart

3500
3210
2988
3000 2880
2718

2500 2412

2106
2000
1782

1500 1440

1080
1000
702

500

0
Start Spri nt 1 Spri nt 2 Spri nt 3 Spri nt 4 Spri nt 5 Spri nt 6 Spri nt 7 Spri nt 8 Spri nt 9 Sp
Actua l Work remai ni ng at the end of s pri nt Forecast: Work remai ni ng at the end of s pr

Release 3 Planning & Burndown

Release 3 (in Points) Start Sprint 1 Sprint 2 Sprint 3 Sprint 4
FORECASTS
Forecast: Work remaining at start of sprint 360 360 324 288 252
Forecast: Velocity 36 36 36 36
Forecast: Work remaining at the end of sprint 360 324 288 252 216
ACTUALS
Actual: Work remaining at start of sprint 360 360 324 288 252
Actual Velocity 36 36 36 36
Actual Work remaining at the end of sprint 360 324 288 252 216
TEAM CAPACITY
Forecast: Planned Resources 2 2 2 2
Forecast: Planned Mandays 36 36 36 36
Estimated: Efficiency Factor 1 1 1 1

Release 3 Burndown Chart

400
360
350
324

300 288

252
250
216
200 180

150 144
300 288

252
250
216
200 180

150 144

100
72

50

0 0
0
Start Spri nt 1 Spri nt 2 Spri nt 3 Spri nt 4 Spri nt 5 Spri nt 6 Spri nt 7 Spri nt 8 Spri nt 9 S

Actua l Work rema i ni ng at the end of s pri nt Foreca st: Work rema i ni ng at the end of spri n
 Sprint 5 Sprint 6 Sprint 7 Sprint 8 Sprint 9 Sprint 10 Sprint 11 Sprint 12

342 198 108 36 0 0 0 0

144 90 72 36 0 0 0 0
198 108 36 0 0 0 0 0

342 198 108 36 0 0 0 0

144 90 72 36 0 0 0 0
198 108 36 0 0 0 0 0

8 5 4 2 0 0 0 0
144 90 72 36 0 0 0 0
1 1 1 1 1 1 1 1

0 0 0 0 0
Spri nt 8 Spri nt 9 Spri nt 10 Spri nt 11 Spri nt 12

remai ni ng at the end of spri nt

Sprint 5 Sprint 6 Sprint 7 Sprint 8 Sprint 9 Sprint 10 Sprint 11 Sprint 12 Sprint 13

2412 2106 1782 1440 1080 702 468 234 0

306 324 342 360 378 234 234 234 0
2106 1782 1440 1080 702 468 234 0 0

2412 2106 1782 1440 1080 702 468 234 0

306 324 342 360 378 234 234 234 0
2106 1782 1440 1080 702 468 234 0 0
 17 18 19 20 21 13 13 13 0
306 324 342 360 378 234 234 234 0
1 1 1 1 1 1 1 1 2

1080

702
468
234
0
Spri nt 8 Spri nt 9 Spri nt 10 Spri nt 11 Spri nt 12
k remai ni ng at the end of s pri nt

Sprint 5 Sprint 6 Sprint 7 Sprint 8 Sprint 9 Sprint 10

216 180 144 72 0 0

36 36 72 72 0 0
180 144 72 0 0 0

216 180 144 72 0 0

36 36 72 72 0 0
180 144 72 0 0 0

2 2 4 4 0 0
36 36 72 72 0 0
1 1 1 1 1 1
 0 0 0 0 0
Spri nt 8 Spri nt 9 Spri nt 10

rema i ni ng at the end of spri nt

 Sprint Burndown

Sprint Burndown Visualization Tips:

- Releases with multiple Integration scenarios: apply Filters on the graph data to visualized only the data of selected Integration Scenarios. (Click on the graph and select the button Filter)

Release 1 Sprint 1 Backlog Release 1 Sprint 2 Backlog

40.00 7.00

35.00
6.00

30.00
5.00

25.00
4.00
20.00
3.00
15.00

2.00
10.00

5.00 1.00

0.00 0.00
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

Quote to Cas h Trendl i ne (idea l days ) Quote to Ca sh Trendli ne (idea l days)

 Release 1 Sprint 1 Backlog
IT Team Tasks
User Story
Complementary Regulatory Data KYC
Complementary Regulatory Data KYC
Complementary Regulatory Data PEP
Complementary Regulatory Data PEP
Organizational Structure
Business Partner Data Migration
Business Partner Data Migration
Business Partner Data Migration
Business Partner Data Migration
Business Partner Data Migration
Task Description
Update Configuration Rationale BP
Functional Specification FS-E-xxx
Update Configuration Rationale BP
Functional Specification FS-E-xxx
Update Configuration Rationale Organizational Structure
Migration Design Document
BP Data Mapping - System A
BP Data Mapping - System B
Functional Specification FS-C-xxx
Functional Specification FS-C-xxx
 Day 1 2
Remaining work (in ideal 34 31.5

(1 Ideal Day = 1 Story point)

days)
Trendline (ideal days) 32 31

Story points
Trendline average/day 1.70

Design (MD) 22.00 18.00

Build (MD) 0.00 0.00

Test (MD) 0.00 0.00

Documentation (MD) 0.00 0.00

TBD 0.00 0.00

Story points by

Quote to Cash 34.00 31.50

Int. Scenario
(Ideal Day)

Financial Accounting 0.00 0.00

N/A 0.00 0.00

N/A 0.00 0.00

N/A 0.00 0.00

Task Category Scenario Responsible Status Ideal Ideal

Hours Hours
Design Quote to Cash BP Cons. 1 Not started 4 0
Build Quote to Cash BP Cons. 2 Not started 8 4
Design Quote to Cash BP Cons. 1 Not started 4 0
Build Quote to Cash BP Cons. 2 Not started 8 4
Design Quote to Cash BP Cons. 2 Not started 40 20
Design Quote to Cash Mig. Cons. 1 Not started 80 80
Build Quote to Cash Mig. Cons. 1 Not started 40 40
Build Quote to Cash Mig. Cons. 2 Not started 40 60
Design Quote to Cash Mig. Cons. 2 Not started 24 24
Design Quote to Cash Mig. Cons. 2 Not started 24 20
 3 4 5 6 7 8 9 10 11 12 13 14
30.375 0 0 0 0 0 0 0 0 0 0 0

29 27 26 24 22 20 19 17 15 14 12 10

17.38 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

30.38 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal
Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours
0
2
0
2
15
80
40
60
24
20
 15 16 17 18 19 20
0 0 0 0 0 0

9 7 5 3 2 0

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

Ideal Ideal Ideal Ideal Ideal Ideal

Hours Hours Hours Hours Hours Hours
 Release 1 Sprint 2 Backlog

IT Team Tasks

User Story Task Description

Business Partner Data Migration Functional Specification FS-C-xxx

Business Partner Data Migration Functional Specification FS-C-xxx
 Day 1 2 3
Remaining work (in ideal 6 3 1

(1 Ideal Day = 1 Story point)

days)
Trendline (ideal days) 6 5 5

Story points
Trendline average/day 0.30

Design (MD) 6.00 3.00 1.00

Build (MD) 0.00 0.00 0.00

Test (MD) 0.00 0.00 0.00

Documentation (MD) 0.00 0.00 0.00

TBD 0.00 0.00 0.00

Story points by

Quote to Cash 6.00 3.00 1.00

Int. Scenario
(Ideal Day)

Financial Accounting 0.00 0.00 0.00

N/A 0.00 0.00 0.00

N/A 0.00 0.00 0.00

N/A 0.00 0.00 0.00

Task Category Integration Scenario Responsible Status Ideal Ideal Ideal

Hours Hours Hours
Design Quote to Cash Mig. Cons. 2 Not started 24 8 0
Design Quote to Cash Mig. Cons. 2 Not started 24 16 8
0
 4 5 6 7 8 9 10 11 12 13 14 15
0 0 0 0 0 0 0 0 0 0 0 0

5 5 4 4 4 3 3 3 2 2 2 2

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal Ideal
Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours

0
 16 17 18 19 20
0 0 0 0 0

1 1 1 0 0

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

Ideal Ideal Ideal Ideal Ideal

Hours Hours Hours Hours Hours