TDC Soft Research Memo (4): Achieving both the provision of high value-added services and the reduction of user costs through the utilization of agile technology.

Fisco Japan · Jul 9 02:04

■強み

1. 金融業界に強固な顧客基盤

TDCソフト＜4687＞は、金融・法人の部門で顧客との付き合いが長い。同社は、顧客のビジネスをどこまでも深く理解し、あるべき姿をともに考え、プロジェクトを成功に導く新しいアイデアを出す、というスタンスで臨んでいる。これにより顧客の信頼を得て関係が長くなるため、顧客の業務にも精通する。仕事によっては同社がサブ・コントラクタ（2次請け）として受注する場合もあるが、その際も開発のなかで徐々にプロジェクトの中核を担うようになり、顧客の信頼も厚くなることから替えがきかない存在となることも多い。結果として事業規模は拡大しており、そこからさらにノウハウ・信頼が蓄積するといった好循環を作り出すことに成功している。同社はITの専門家として高い開発力を備えており、ITニーズに確実に応えるビジネスモデルから先へ進み、市場や顧客の潜在的なニーズを捉え準備することで、デジタル技術の新たな潮流に対応した価値創造型のシステムインテグレーター企業へと変貌している。

2. 次世代型SI事業を牽引するアジャイル開発は順調に拡大

同社は情報サービス産業の黎明期よりシステム開発事業を行っており、現在では業務アプリケーションからITインフラ、ネットワーク基盤構築、クラウドサービス等も手掛け、着実に成長している。また社内認定制度で認められたトップスキル技術者や、高度情報処理技術者など、技術力の高い社員を擁している。昨今では顧客のビジネス環境の変化に合わせ柔軟かつ迅速なシステム開発を行うため、アジャイル開発技術者の育成に注力している。技術動向を捉えて最新の技術を常に追い求め、ビジネスに活用することが同社の強みである。アジャイルの取り組みでは、顧客のビジネススピードを加速させるためのサービスを提供する。「アジャイル」というとソフトウェア開発だけにフォーカスが当たりがちだが、DXの推進やビジネススピードを加速させるためには、組織のマインド、仕組みを戦略・企画立案段階から変えていくことが大事な要素だと考えられている。同社は大規模なアジャイル開発フレームワークである「SAFe（R）」を提供する米国Scaled Agile, Inc.とパートナーシップを組み、顧客の組織・プロセスをアジャイル型に変革していくためのコンサルティングサービスである「アジャイル型組織/プロセス変革サービス」、及び顧客とともに企画・検討から実装・運用までをトータルサポートする「アジャイル開発支援サービス」等を提供している。

ウォーターフォール型は、企画→要件定義→設計→開発→テスト→リリース運用といった流れとなり、結果確認まで時間がかかるほか、企画段階と運用段階でニーズが変わっていることが多いため、変更時の投資の無駄が大きく、後戻りしにくい（捨てにくい）ことがネックとなる。さらに、DXの流れが加速するなか、IT技術は日々進歩しており、新たな対応が後手に回りやすいと同社では考えている。一方、アジャイル型では、同じ時間軸で、企画→実装→結果確認→振返り→企画→実装→結果確認→振返り→企画→実装→結果確認といった形で進められるため、結果確認までの時間が短いほか、変更時の投資の無駄が少なく、後戻りしやすい（捨てることが可能）。実際、顧客のDX需要拡大に伴い、アジャイル開発が牽引する次世代型SI事業は順調に伸びており、今後もアジャイル型需要の拡大が続くと弊社では考えている。

3. プロジェクトマネジメント総合力

ITプロジェクトの重要性やリスクが高まりつつある現代において、同社はプロジェクトマネジメント力が重要だと考えている。システム開発において収益力が低下する要因の多くは、開発プロジェクトの進行時に生じるが、同社はプロジェクトの収益性低下を個人の力と組織の力の両面からカバーして防いでいる。個人レベルではPMP（R）※を技術社員の半数以上に取得させることや、ナレッジの共有などにより対処している。組織レベルでは、ソリューション事業部がCMMI成熟度レベル4の認定を受けたこともあり、定量的な品質管理や、会社でのチェック制度、フォロー体制などが整備されている。同社はこれらを「個人のPM力」と「組織のPM力」を掛け合わせた「PM総合力」と定義しており、再現性の高いシステム開発の源となっている。

※PMP（R）：Project Management Professionalの略。プロジェクトマネジメントに関する国際資格。

（執筆：フィスコアナリスト　村瀬智一）

Strengths: Bridge International<7039> faces competition in each of its services, but it can differentiate itself from competitors by offering end-to-end services from strategic planning of revenue processes to IT tool support that specializes in sales and marketing. Its main outsourcing service adopts a client-exclusive system, making it possible to change to the optimal business design based on the client's sales environment. As the client's business expands, the company can also expand its contract and transaction size. Moreover, the company focuses on quality, not just expanding business as the market grows, focusing on enhancing the reliability of client companies. As a result, the company has a low termination rate and a high continuation rate. We believe that this has enabled the company to successfully capture new demand as existing companies expand their business.

1. Strong customer base in the financial industry.

TDC Soft <4687> has a strong customer base in the financial and corporate sectors. The company approaches these relationships by deeply understanding the customers' business, considering the appropriate posture, and proposing new ideas that lead to successful projects. This gains customer trust and helps the company develop a deep knowledge of the customers' business. In some cases, the company acts as a sub-contractor and over time becomes an indispensable partner due to their unshakable trust. As a result, the company's business is expanding, accumulating knowledge and trust, and transforming into a value-creating system integrator company that responds to the new wave of digital technology by moving beyond the business model that simply meets IT needs.

Agile development, which leads the next-generation SI business, is expanding smoothly. TDC Soft has been developing system development businesses since the dawn of the information service industry, and is steadily growing by handling not only business applications, but also IT infrastructure, network infrastructure construction, cloud services, etc. They have highly skilled staff, certified top-skilled technicians, and highly skilled information processing technicians. To enable flexible and quick system development for changes in the customer's business environment, TDC Soft is focusing on cultivating agile development engineers. They capture technical trends, relentlessly pursue the latest technologies, and create services to accelerate customers' business speed through their agile approach. They also provide consulting services for Agile organizations/process transformations and Agile development support services from planning and consideration to implementation/operation with customers, in partnership with Scaled Agile, Inc., a large-scale Agile development framework provider in the United States. They believe that agile development, rather than waterfall development, is more suited to the accelerated flow of DX and the advancement of IT technology. In Agile development, the progress of projects is carried out in a repeated process of planning, implementation, result confirmation, reflection, and planning, which reduces the time to verify the result and enables changes without considerable waste of investment. In fact, the next-generation SI business, led by agile development, is growing smoothly due to the increasing DX demand from customers. They expect the demand for agile development to continue to expand in the future.

As the importance and risks of IT projects increase in the modern world, TDC Soft believes that project management skills are crucial. Many factors contribute to the decline in profitability in system development, many of which arise during the progress of the development project. To cover the loss of profitability on both an individual and organizational level, TDC Soft trains more than half of their technical staff in PMP (R) and shares knowledge and experience. On the organizational level, the solution business department has received CMMI maturity level 4 certification, which establishes quantitative quality management, check systems, and follow-up systems. TDC Soft defines the combination of these 'individual project management skills' and 'organizational project management skills' as 'PM comprehensive power,' which is the source of stable system development.

The waterfall model follows a flow of planning, defining requirements, design, development, testing, release, and operation. The disadvantage of this model is the significant waste of investment when changes occur and difficulty of disposal, mainly because needs often change between the planning and operation stages, and the time required to confirm the results is long. In contrast, agile development follows the repeated process of planning, implementation, result confirmation, reflection, and planning within the same time frame. The advantages of this model are that it reduces the time to verify the result, disposal is easier, and there is less waste of investment when changes occur. The speed of customers' businesses is accelerating due to the DX flow, and IT technology is progressing daily. Thus, TDC Soft believes that agile development is more suited to DX and responds to customer needs, leading the next-generation SI business.

TDC Soft regards project management skills as important in the current environment where the importance and risks of IT projects are increasing. In system development, many factors contribute to the decline in profitability, most of which occur during project progression. To prevent such decline in both individual and organizational levels, TDC Soft ensures more than half of their technical staff are PMP (R) certified and share knowledge and experience. On the organizational level, the solution business department has received a CMMI maturity level 4 certification, which establishes quantitative quality management, check systems, and follow-up systems. TDC Soft defines the combination of these 'individual project management skills' and 'organizational project management skills' as 'PM comprehensive power,' which is the foundation of stable system development.

TDC Soft believes that project management skills are essential in the current environment where the importance and risks of IT projects are increasing. Many factors contribute to the decline in profitability in system development, many of which arise during project progression. TDC Soft covers the loss of profitability on both an individual and organizational level by training more than half of their technical staff in PMP(R), sharing knowledge, and using reflection to improve their organizational workflow. On the organizational level, the solution business department has received CMMI maturity level 4 certification, which establishes quantitative quality management, check systems, and follow-up systems. TDC Soft defines the combination of these 'individual project management skills' and 'organizational project management skills' as 'PM comprehensive power,' which is the source of stable system development.

PMP(R) is the abbreviation of Project Management Professional, which is an international qualification relating to project management.

(Writer: FISCO analyst Tomoichi Murase)

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more

TDCソフト Research Memo（4）：アジャイル技術を活用し高付加価値サービスの提供とユーザコスト低減を両立

TDC Soft Research Memo (4): Achieving both the provision of high value-added services and the reduction of user costs through the utilization of agile technology.

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