Barry Chaffe President Chaffe/Malcolm + Partners Inc. Waterloo, ON Canada co-founded Chaffe/Malcolm 25 years ago Chaffe/Malcolm + Partners is a small, very specialized software development firm. We develop what we call "client care systems" for a variety of professions, all of which are relationship-based businesses (e.g. real estate brokers, financial planners and stock brokers, accountants,...). Our systems sit on top of Customer Relationship Management (CRM) systems, continually monitoring the information contained in the CRM system and making decisions on behalf of the business owners with regard to what work needs to be done to develop and maintain relationships with clients, prospects and sources of referrals. These decisions can take two forms, either immediate action (e.g. our system uses the CRM product to send an e-mail to a client) or reminders placed on user calendars in the CRM system, prompting staff to take various actions (e.g. call a prospect, set up a meeting with a client, etc.). A member of our team introduced me to Agile and Scrum 5 years ago. After much reading and investigation, we decided to utilize Scrum about 4 years ago for the development of a major release of an existing product. I chose to fill the ScrumMaster role on that project, which turned out to be very successful. At that point we decided to standardize on Scrum for all product development. About a year and a half ago, we began development of a major new component of our product line, and I filled the role of Product Owner for that project, which was again very successful. In fact, I would go so far as to say that this major new component is the best received software our firm has produced in our 30 year history, and I credit that to Scrum. Summary 30+ years of project management experience 4 years of Scrum experience at Chaffe/Malcolm, 2.5 years as a ScrumMaster and 1.5 years as a Product Owner

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