wie ein guter schuh, der passt requirements-tools agil
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Wie ein guter Schuh, der passtRequirements-Tools agil einführenHandout-Version
Dr. Andreas Birk, Software.Process.Management
12. März 2019, REConf 2019, München
Software.Process.Management
Consulting house, based in Stuttgart, Germany
Network of senior software engineering experts
We help organizations to optimally align their software processes with their business goals
Member of pd7.group, one of the largest providers of ISPMA certification trainings on software product management
Dr. Andreas Birk
Founder & Principal Consultant
How software development & IT contribute to business success
Requirements Management, Agile Adoption, Software Product Management
Co-editor of the comprehensive, up-to-date directory of requirements tools at MakingOfSoftware.com/list-of-rm-tools
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http://makingofsoftware.com/list-of-rm-tools
Example Requirements ToolsALM / Quality Center, Micro FocuscodeBeamer ALM, Intland SoftwareDimensions RM, Micro FocusHelix RM, PerforceIBM Rational DOORS Next Generation, IBMJama Connect, Jama SoftwareJira Software, AtlassianPolarion Requirements, Siemens…
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Cal's Sensible Shoes by Thomas Hawk, CC BY-NC 2.0https://www.flickr.com/photos/thomashawk/243478211/
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Introduction of Tool-Based RM: Two Approaches
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Initiate &Prepare Evaluate & Select Introduce & Establish Use & Improve
Staged Evaluation & Introduction of Requirements Tool
Gradually Evolve & Improve Tool-Based Requirements Management
Evolutionary Introduction & Optimization of Requirements Tool
Initiate &Prepare
“Plan-Based”
“Agile”
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Typical RM Tool Evaluation Approach
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Feb Mar Apr May Jun Jul Aug Sep Oct Nov
Define Requirements Processes
Define Evaluation Criteria, Conduct Evaluation & Manage Evaluation
Define Longlist & Conduct Pre-Selection
Agree Upon Shortlist & Prepare Evaluation
Coordinate with IT Operations
Coordinate with Procurement
Customize Tools
Prepare & Conduct Pilot Projects
Prepare & Conduct Selection Decision
Plan & Prepare Rollout
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Shortcomings of Plan-Based RM Tool Introduction
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Feb Mar Apr May Jun Jul Aug Sep Oct Nov
Define Requirements Processes
Define Evaluation Criteria, Conduct Evaluation & Manage Evaluation
Define Longlist & Conduct Pre-Selection
Agree Upon Shortlist & Prepare Evaluation
Coordinate with IT Operations
Coordinate with Procurement
Customize Tools
Prepare & Conduct Pilot Projects
Prepare & Conduct Selection Decision
Plan & Prepare Rollout
No harvesting of low-hanging fruit
Staged approach does benefit little from ongoing learning and gained experiences
Upfront process definition often biased by previous practices
Tool-based RM solution often doesn’t tap the full potential of advanced RM practices
High overhead of planning and, quite often, re-planning
Long lead time until monetization of results
Upfront process definition often doesn’t take advantage of tool features
Predefined evaluation criteria often degrade during tool usage
Capabilities of tool-based RM solution can hardly be assessed based on tool features alone
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RM Solution = RM Processes + RM Tool
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RM Processes RM Tool
Optimal Selection & Design of Tool Support
Optimal Benefit from Tool Capabilities
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Scrum
Sprint Planning
Increment
Sprint1-4 Weeks
Agile Iteration Cycle (Sprint)
Sprint Review & Retrospective
Daily Scrum
Tasks
SprintBacklog
Backlog
Items
ProductBacklog
Backlog
Items
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Sutherland &Schwaber (2017)
Scrum Guide(Nov 2017 Version)Authoritative reference of the Scrum method
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Value
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Create value!
Stakeholder(s’) value(s)
Continuous flow of (fast) results
Incremental steps & stages
Iterative cycles, activities & learning
Driving change & improvement
Value
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Steer Agile Projects by Vision, Goal & Value
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Tool-Based Requirements Practices§ Information Structures§ Work Practices
RM Tool
Customization
Qualification & Enablement§ Guidelines§ Training§ etc.
Operational Platform
Stakeholders
Architecture of Future Tool-Based RM Solution
VisionGoal(Sprint / Release)
Stakeholder Value
Stakeholders
RM Team
SolutionIncrement
Sprint 1
Stakeholders
RM Team
SolutionIncrement
Subsequent Sprints …Sprint 2
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RM Tool Stakeholder Map
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Requirements Management Tool Solution
Generic Stakeholder Map of Abstract Roles for “Tool-Based RM”
User
PersonsResponsible
Beneficiary(Team / Group)
Beneficiary(Individual)
Sponsor
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RM Tool Stakeholder Map
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Requirements Management Tool Solution
User
Beneficiary(Individual)
Beneficiary(Team / Group)
Sponsor
PersonsResponsible
ProjectManager
Department
ProjectManager
Pilot Project
ProductManager
Department
ProductManager
Pilot Project
ProjectManagerDivision
ProductManagerDivision
GeneralManagerDivision
Test ManagerDepartment
Test ManagerPilot Project
Development LeadPilot Project
RM ToolApplication Owner
RequirementsEngineer / RM Tool Admin
(RM Tool Focus)
RequirementsEngineer / RM Tool Admin(Process / Method Focus)
Quality ManagerDivision
ValidationEngineer
Pilot Project
Example Stakeholder Map for “Tool-Based RM”
Concrete Roles
Abstract Roles
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Form Cross-Functional Core Team
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Core Team
Method Expert Design RM approach
Tool Expert Decide about tool customization
Business Expert Input needs and opinions of users(in this case: requirements engineers, business analysts)
Work with three roles from the very beginning:
MethodExpert
ToolExpert
BusinessExpert
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Target Image for Planning Tool-Based RM
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Tool-Based Requirements Practices§ Information Structures§ Work Practices
RM Tool
Customization
Qualification & Enablement§ Guidelines§ Training§ etc.
Operational Platform
Human Resources:Education &
Career Development
Relevant Organizational Functions for Support & Control
Elements of RM Tool Operation & UseKey Support Roles
Lead User
ProcessManager
IT OperationsAdministrator
ToolAdministrator
Procurement
Management
IT Operations
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Incrementally Build RM Tool Solution
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Requirements Management Tool Solution
User
Beneficiary(Individual)
Beneficiary(Team / Group)
Sponsor
PersonsResponsible
ProjectManager
Department
ProjectManager
Pilot Project
ProductManager
Department
ProductManager
Pilot Project
ProjectManagerDivision
ProductManagerDivision
GeneralManagerDivision
Test ManagerDepartment
Test ManagerPilot Project
Development LeadPilot Project
RM ToolApplication Owner
RequirementsEngineer / RM Tool Admin
(RM Tool Focus)
RequirementsEngineer / RM Tool Admin(Process / Method Focus)
Quality ManagerDivision
ValidationEngineer
Pilot Project
Concrete Roles
Abstract Roles
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Incrementally Build RM Tool Solution: Agile Sprints
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Vision
Stakeholders
RM Team
SolutionIncrement
Sprint 1 Sprint 2 Sprint 3
Stakeholders
RM Team
SolutionIncrement
Stakeholders
RM Team
SolutionIncrement
Tool-Based Requirements Practices§ Information Structures§ Work Practices
RM Tool
Customization
Qualification & Enablement§ Guidelines§ Training§ etc.
Operational Platform
StakeholdersSprint GoalsMarket Requirements for Product Managers in Pilot Project
Market Requirements for Product Managers on Department Level
Acceptance Tests in Pilot Project and on Department Level
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Case Study: Prototype (Evaluation) & Piloting „RM with Jama“
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Mar Apr May Jun
20 May 2015Pilot presented
25 March 2015Kick-Off Meeting
Evaluation of Tool-Based RMInvestigate viability of tool
22 April 2015Decision: Pilot
Piloting of Tool-Based RMSet up RM solution in project context & collect experience
Install & consolidate Jama (on premises)
Customize & coordinate RM solution based on Jama
Coordinate & define requirements structures & intended RM approach
Document RM solution & user guidesEvaluation and introduction of tool-based requirements management (RM) with Jama
Rapid approach within less than three months, involving prototype and pilot projectProject at provider of software-based services, at team size of approx. 15 persons
Present & coordinate prototypical RM solution using external Jama evaluation instance
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Case Study: Gradually Evolve RM Practices along with Increasingly Powerful Tool Support
Case study environment: Introduction of tool-based RM during an early phase of a large bidding/RFP and development project
The project initially had documented requirements using Microsoft Excel
In a first step towards tool-based RM practices, requirements structuring in Microsoft Excel was extended and enhanced
In parallel, additional requirements information was started to be documented in Atlassian Confluence
Subsequently, Atlassian Jira and add-on product Requirements Management for Jira (R4J, by ease solutions) were introduced, and requirements practices were further enhanced using this tool support
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Microsoft Excel(existing initial version)
Microsoft Excel(optimized version)
Atlassian Jira
Atlassian Confluence
Atlassian Jira withease solutions R4J*
* = Requirements Management for Jira (R4J)
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Experience: Agile Board Makes Activities around Tool-Based RM Visible across the OrganisationDisplaying sprint planning and progress using an agile board makes activities on tool-based RM visible across the organization
This helps drawing attention to tool-based RM, which otherwise might easily become second-class citizen
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Scrum Board by Barcoo, CC BY 2.0https://www.flickr.com/photos/barcoo/5901417646/
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Benefits Observed
Achieve relevant results fast
Focus activities and link them with direct value
Support and engage key stakeholders very rapidly
Ensure quality of tool selection
Ensure design of tool-based RM solution
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Challenges to Be Mastered
Break down the work into valuable, workable sprints
Achieve understanding and support of agile approach
Attain stakeholder collaboration
Secure visibility at sponsors
Manage pull from too many stakeholders simultaneously
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Thank you!
Contact
Dr. Andreas Birk
[email protected], LinkedIn, Google+www.swpm.de
Blog & Resources: MakingOfSoftware.com
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