Our Experience with Scaled Agile Framework (SAFe)
Implementations and Optimizations

David is a key influencer and leading consulting in the global revolution of Systems Thinking and the establishment of Adaptive Leadership platforms, realized by Culture Transformation frameworks that realize the Shared Agility Mindset that is obsessed with empowering organization talent to exceed Customer expectations.    He’s been a key part of ushering organizations through the Turning Point in the Digitally-enabled Services era, since 1998.


As of May 2025, David was re certified on the latest SAFe 6.x framework.   He carries the new designation of ADVANCED SAFe SPC.  He conducts frequent public and private Training for Leading SAFe, Lean Portfolio Mgmt, and Agile Product Mgmt.  He was first certified on version 2.x.   He has influenced the maturation of this framework from the early days, directly influencing its CEO Dean Leffingwell and the original thought leaders on many occasions.   Many of his ideas shaped what eventually became the Portfolio and Product Mgmt dimensions.

David has veteran experience in launching, operating and fine tuning 30 Enterprise Portfolios and 90+ Agile Release Trains (31 directly, 60+ indirectly through Portfolio Governance).

 

Six of those Value Streams predated the SAFe v1.0 publishing in 2012, leveraging fully the concepts of Lean system optimization and economic decision-making, relying on Value System boundary management, Product Flow, and Continuous Delivery.   Each ART that he has directly mentored had on average 10 teams with approximately 200 people in total (including Portfolio, Program, System Team and downstream implementation functions).

David’s career began in Lean Manufacturing, where he served as a part of Transformation teams to optimize large operation teams across entire Value Chains.  Frameworks like SAFe leverage and originate from Lean Systems Thinking/Engineering.   David’s direct implementation experience has influenced the foundation of modern frameworks.   

He is sought after as a premier Embedded Coach and successful implementation mentor.  In his absence, clients have stated that “attempts to change their culture were merely academic aspirations with very few implmentation benefits realized, blocked by improper change priming and management resistance to change, as a key part of inspiring substantial behavioral change at scale”.

Here’s a breakdown of experience by Industry and timing:

When Industry Train Count Context Sector
2006-2008 Education 2 Hosted Web & Business Intelligence (Data Warehousing) Government / Private VC
2008-2012 Insurance 4 CRM, Enterprise Service Bus, Data Services, Credit Mgmt Services, Hosted Web Policy Mgmt (Mainframe Retirement) Commercial
2012-2013 Financial Services 2 Hosted Web (Property Valuation, Taxation and Collection; Government) converting to SaaS orientation Government
2014 Technology Infrastructure 1 Cloud-based service management & Enterprise Resource Planning (help desk system cutover) in a SaaS orientation Commercial
2014 Human Capital Mgmt 2 Human Resource Mgmt systems in a SaaS orientation Private / Commercial
2015 Financial Services 2 Enterprise Data Warehouse: Enterprise Service Bus establishment for mortgage securitization; Enterprise Analytics Government
2015 Financial Services 3 Banking, Marketing Operations.  Establishing Portfolio and Program Kanban with existing Technology ARTs. Commercial
2016 Financial Services 2 Banking: Merging Business functions with Technology towards holistic delivery (Mortgage, Credit Cards, Auto Lending) Commercial
2016 Financial Services 2 Banking: Financial Services Automation (B2B, B2C, C2C integration).  Two different ValueStreams. Commercial
2016-2017 Insurance & Financial Services 3 Life Insurance & Investing: Distribution Strategy and Field Support ValueStreams.  Including Enterprise Corporate Strategy connectivity, Portfolio Funding and Governance. Commercial
2017-2018 Logistics 2 Global Logistics, Marketing Strategy Portfolios and Implementation Programs Commercial
2018-2019 Insurance & Investing 2 Life Insurance & Annuity Mgmt. + Enterprise Planning and Portfolio establishment Commercial
2019 Healthcare 2 Fine tuning of CoE supporting 40+ ARTs and integration of 2 existing LOB Lean Portfolios Commercial
2020 Financial Services 2
Establishing org’s 1st Agile Portfolio and 2 ARTs within a technology incubator initiative to modernize PAAS solution delivery of AWS AI architecture for Banking industry clients
Commercial
2021 Printing / Embedded Solutions 2 Established org’s initial 2 ARTs and began to teach Lean Portfolio flow of Strategy formulation Commercial
2021-2022 Financial Services 3 Established this Credit Union Service org’s first Development Value Stream with 3 ARTs and a Solution Train, and initiated launch of a Lean Portfolio.   Included a LACE, CoPs, and an Implementation Community of internal SPCs Private
2022-2023 Financial Services 2 Mentored the Center of Excellence for Business Agility coaching, in a very large Banking system.   20+ internal coaches and 12+ contractors, gaining alignment on their Playbook and Strategies for coaching next level of scaling, from ARTs up to Portfolio coordination.   Was a key thought leader and consultant, advising Sr Leaders inside the org.   Also supported the optimization of two existing ARTs within the Attract and Onboarding steps within the Customer Orientation phase of their Operational Value Stream. Public
2023 FinTech, Education, Health, Fitness, Mfg 5+ Supporting tune-ups of Portfolios and ARTs towards better integration internally and with Customer via Design Thinking “left diamond” optimizations.  Shorter tune-up engagements. Private, Public, Gov’t
2023-2025 Financial Services 3 direct, 12 indirect Supporting 12 divisions indirectly as a Lead LPM Coach, mentoring SPCs and Product Managers through Value Stream Identification, Launch and Optimization mapping.  Directly coaching the Virtus BPaaS division through LPM adoption, achieving forecasting reliability in 4 quarters by using Lean Startup practices and my unique approach to calibration and correlation of bi-directional Kanban in-take systems. Public