SEI - Scaled Agile Framework® Transformation

  • 22 Jun 2016
  • 5:30 PM - 8:00 PM
  • SEI | 1 Freedom Valley Drive, Oaks PA 19456 │610-676-1000
  • 5


  • Member of IIBA and of the Philadelphia Chapter
  • Employee of a Philadelphia Chapter-sponsoring company
  • Not a member of the Philadelphia Chapter
  • Has paid for a year trial membership.
  • Student with current student ID

Registration is closed

Driving Directions:


Presentation Link:
Scaled Agile Transformation Presentation - 22 -Jun - 2016.pdf


Understanding the process SEI initiated to move from full waterfall development to a full Scaled Agile Framework ® to deliver higher businessvalue to our clients

This presentation will cover:

  • Agile at Scale vs. Team Agile
  • Who is SEI?
  • SEI’s Initial Challenges/Opportunities
  • SAFe® Big Picture
  • SEI’s Transformation Process


5:30 - 6:15 PM - Registration, Refreshments, Networking
6:15 - 6:30 PM - Welcome and Introductions
6:30 - 7:55 PM - Presentation and Q&A
7:55 - 8:00 PM - Wrap-up

    Survey Link:

    will be included after presentation

    Presented by:

    Mona Roccia


    Mona Roccia is a 23+ year Veteran at SEI with a focus as SEI’s Strategic Scaled Agile Advisor for the SEI Wealth Platform’s SAFe Program and Agile for Excellence (ACE) Program. Mona co-led SEI in launching SAFe® within two weeks and drives initiatives to apply SAFe® in order to increase program effectiveness. As a Scaled Agile Program Consultant, practicing in a large Scaled Agile Framework for the Enterprise (SAFe) environment. Mona worked closely with SEI’s Executive Sponsor and Mgmt Team to transition a 1,350 person program from Waterfall development methodology to the Scaled Agile Framework within 3 months. Ongoing Program Management responsibilities include but are not limited to process re-engineering for efficiency, Lead for the Agile Center of Excellence, all aspects of training for self-organizing teams (Scrum Master, Product Mgmt/Product Owner, Product Owner Start Up, Scaled Agility, Scrum best practices)

    Other areas of interest/certifications:

    Scaled Agile Program Consultant (SPC)

    SAFe Agilist

    SAFe Portfolio Management Certification

    SAFe Product Manager/ Product Owner (PM/PO) Certification

    SAFe Practitioner Certification

    3 plus years as an agile adopter/change agent Program Lead

    3 plus years administering agile tools for large organizations (RALLY)

    23 years’ experience in client service and software development, with focus towards Program Management, Governance, and SDLC best practices and process

    Multiple speaking engagements for SEI/SAFe transition experience and learnings

    Diverse background in the financial services industry

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