Documentation

Shared Services(PA3.5)

4 min read

Conceptual Definition #

Shared Services in the SEM framework are specialized, non-dedicated units that provide on-demand expertise to value stream teams (e.g., product development, operational workflows). These services address critical dependencies and bottlenecks by delivering standardized, cross-functional support (e.g., legal compliance, IT operations) while maintaining flexibility to adapt to dynamic priorities. Key characteristics include:

  • On-Demand Engagement: Intervene only when required, avoiding full-time allocation.
  • Cross-Functional Collaboration: Break silos to unify enterprise-wide capabilities.
  • Agile Alignment: Synchronize with iterative workflows to accelerate end-to-end value delivery.

Purpose #

Shared Services address critical enterprise challenges:

  • Resource Scarcity: Specialized skills (e.g., cybersecurity, regulatory compliance) cannot be fully embedded in every team.
  • Priority Conflicts: Competing demands from multiple teams delay value delivery.
  • Process Inflexibility: Traditional functional models struggle to align with agile cadences.
  • Collaboration Gaps: Unclear dependencies hinder cross-team coordination.

Scope of Application #

Applicable Functions & Roles:

  • Technical Expertise: DevOps engineers, data architects, infrastructure specialists.
  • Business Support: Legal advisors, HR business partners, procurement specialists.
  • Operational Services: IT service management (ITSM), customer training, localization.
  • Strategic Enablement: Enterprise coaches, compliance strategists.

Core Capabilities:

  • Deliver standardized services (e.g., contract reviews, toolchain management).
  • Resolve cross-team dependencies (e.g., preemptive risk assessments).
  • Empower teams through training and automation (e.g., self-service knowledge bases).

Modes of Shared Services #

  1. Centralized Services
  • Model: Experts from centralized departments (e.g., Legal, IT) provide intermittent support to multiple value streams.
  • Example: A centralized legal team reviews contracts for product teams, prioritizing requests based on business impact.
  • Embedded Collaboration
  • Model: Shared Services members temporarily join agile teams (e.g., 1-2 iterations) to directly contribute to deliverables.
  • Example: A security architect embeds in a product team to design compliance controls during a Sprint, reducing post-release rework.
  • Enabling Teams
  • Model: Transition from dependency providers to capability builders by equipping teams with tools and knowledge.
  • Example: A site reliability team trains developers to implement monitoring tools, enabling autonomous system management.

Team Composition, Roles & Responsibilities #

RoleResponsibilities
Service Owner– Define service catalogs and SLAs (e.g., 24-hour response for urgent requests).
– Coordinate cross-team prioritization.
Domain Expert– Deliver specialized outputs (e.g., data modeling, compliance audits).
– Participate in agile ceremonies (e.g., Sprint Reviews).
Agility Facilitator– Streamline processes for agile alignment (e.g., reducing approval layers).
– Implement automation (e.g., RPA for HR onboarding).
Capability Coach– Train teams on foundational skills (e.g., self-service compliance checks).
– Curate knowledge repositories (e.g., Confluence).

Key Activities & Collaboration Processes #

  1. Demand Classification & Prioritization
  • Strategic Demands: Engage in quarterly planning to align capabilities with enterprise themes (e.g., global expansion frameworks).
  • Iteration-Blocking Demands: Rapid-response channels (e.g., Slack bots) resolve urgent issues (e.g., critical talent acquisition).
  • Routine Services: Automated workflows handle standardized tasks (e.g., finance reimbursements via predefined SLAs).
  • Collaboration with Value Stream Teams
  • Synchronization Mechanisms:
    • Flow Sprint Reviews: Shared Services showcase contributions (e.g., risk mitigation progress).
    • Daily Standups: Embedded experts highlight dependencies (e.g., delayed legal approvals).
  • Tool Integration:
    • Jira Boards: Visualize service requests and status across teams.
    • Service Portals: Route high-priority tasks via platforms like ServiceNow.
  • Continuous Improvement Practices
  • Retrospectives: Identify bottlenecks (e.g., root causes of response delays).
  • T-Shaped Skill Development: Cross-train specialists and teams (e.g., HR mastering user story writing).

Significance to the SEM Framework #

  • Accelerated Value Flow: Reduce lead times (e.g., cutting compliance review cycles by 50%).
  • Resource Optimization: Centralize scarce expertise (e.g., unified data architecture for multiple product lines).
  • Cultural Evolution: Shift functional units from “cost centers” to “value enablers.”
  • Scalable Agility: Standardized services support parallel value streams (e.g., global teams using a shared ITSM platform).

Case Study: A tech company’s legal team reduced compliance response time by 50% through split workflows (“automated standard reviews” vs. “expert-led complex reviews”), enabling biweekly product releases.

Conclusion #

Shared Services are pivotal to the SEM’s enterprise agility, driven by three pillars:

  1. Service Productization: Define clear boundaries and commitments (e.g., SLAs).
  2. Deep Integration: Align with agile rituals (e.g., Sprint Planning) and tools (e.g., Jira) for seamless collaboration.
  3. Continuous Evolution: Enhance resilience through automation, T-shaped talent, and feedback loops.

To thrive in dynamic markets, organizations must transform Shared Services from reactive supporters to proactive strategic partners, unlocking unmatched agility and competitive advantage.