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Sizing Your Software:
         A Fast Path Approach
                      David Herron
           David Consulting Group
d.herron@davidconsultinggroup.com
Why Sizing is Important
• Requirements – An ability to evaluate the size of the
  requirements based upon functionality being requested

• Estimation – Size is a key variable required to effectively
  estimate the level of effort

• Process Improvement – Requires a consistent sizing
  measure to be used as the basis for comparing levels of
  performance

• Change Control – A repeatable, consistent
  size measure is necessary to properly manage
  client expectations

©2012 David Consulting Group   1
Characteristics of an Effective
Sizing Metric
• Meaningful to both developer and business user
• Defined (industry recognized)
• Consistent (methodology)
• Easy to learn and apply
• Accurate, statistically based
• Available when needed (early)




©2012 David Consulting Group   2
The Function Point Methodology
                  Five key components are identified based
                             on logical user view

• External Inputs
• External Outputs                             External        External   External
                                                Input           Inquiry    Output
• External Inquiries
• Internal Logical Files
• External Interface Files                          Internal
                                                    Logical
                                                      Files
                               External
                               Interface                  Application
                                  File


©2012 David Consulting Group               3
The Function Point Methodology



                                                                          Complexity

                               Components:                     Low           Avg .       High     Total

                               Internal Logical File (ILF)     __ x 7       __ x 10     __ x 15   ___
                               External Interface File (EIF)   __ x 5       __ x 7      __ x 10   ___
                               External Input (EI)             __ x 3       __ x 4      __ x 6    ___
                               External Output (EO)            __ x 4       __ x 5      __ x 7    ___
                               External Inquiry (EQ)           __ x 3       __ x 4      __ x 6    ___

                                                                           Total Unadjusted FPs    ___


                                          Record
                                         Element                        Data Elements (# of unique data fields)
                      Data                Types
                  Relationships
                                            or             Low             Low           Average
                                           File            Low           Average           High
                                          Types
                                        Referenced
                                                          Average          High             High


©2012 David Consulting Group                                   4
The Function Point Methodology



                                                                          Complexity

                               Components:                     Low           Avg .       High     Total

                               Internal Logical File (ILF)     __ x 7       __ x 10     __ x 15   ___
                               External Interface File (EIF)   __ x 5       __ x 7      __ x 10   ___
                               External Input (EI)             __ x 3       __ x 4      __ x 6    ___
                               External Output (EO)            __ x 4       __ x 5      __ x 7    ___
                               External Inquiry (EQ)           __ x 3       __ x 4      __ x 6    ___

                                                                           Total Unadjusted FPs    ___


                                          Record
                                         Element                        Data Elements (# of unique data fields)
                      Data                Types
                  Relationships
                                            or             Low             Low           Average
                                           File            Low           Average           High
                                          Types
                                        Referenced
                                                          Average          High             High


©2012 David Consulting Group                                   5
The Function Point Methodology
                                      General System Characteristics
                                 Data Communication                  On-Line Update
                               Distributed Data Processing         Complex Processing
                                   Performance Objectives               Reusability
                           Heavily Used Configuration            Conversion & Install Ease
                                Transaction Rate                     Operational Ease
                                On-Line Data Entry                   Multiple-Site Use
                               End-User Efficiency                   Facilitate Change


                               An assessment of the General Systems Characteristics
                                     results in a Value Adjustment Factor (VAF)


              Final Calculation: Total Unadjusted FP X VAF = Final Count

©2012 David Consulting Group                                 6
The Counting Process




                               Identify the          Identify the
                                                                             Evaluate the
                               Application         Five Functional
                                                                              complexity
                                Boundary              Elements



                Compute an                    Assess the             Compute a              Compute a
                Unadjusted                    14 GSCs                Value Adj.              Final FP
                 FP Count                                              Factor                 Count




©2012 David Consulting Group                               7
Common Criticisms of Function Points
• FP methodology terms are confusing
• Too long to learn, need an expert
• Need too much detailed data
• Does not reflect the complexity of the application
• Takes too much time
• We tried it before




©2012 David Consulting Group   8
FP Lite Counting Process       TM




 FP Lite requires only 3 steps
                          TM




        Identify the                  Identify the         Detail
                                                                        Y   Evaluate the
        Application                 Five Functional         Data
                                                                             complexity
         Boundary                      Elements           Available
                                                                N



                Compute an               Assess the        Compute a         Compute a
                Unadjusted               14 GSCs           Value Adj.         Final FP
                 FP Count                                    Factor            Count




©2012 David Consulting Group                          9
FP Lite Impact Analysis        TM




        What is the impact on size accuracy when
    performing a FP count that assumes everything is
                  of average complexity?

Use FP Lite when:                   TM




• You don’t have enough detail data to determine
  the complexity
• You don’t have the time to perform a full count
• You don’t have the skill (or motivation) to perform
  a full count

©2012 David Consulting Group             10
The Study
The intent of the study was to determine:
• What is the statistical variability between a full count and
  FP Lite count            TM




• What is the effort involved for a full count vs. a FP Lite
                                                           TM



  count

Approach:
• Collected data from two separate sources
• Counts were performed by experienced function point
  counters all counting consistently
• Counts were randomly selected from a larger group of
  counts
©2012 David Consulting Group    11
Project Profile Data: Group 1

       PROFILE
       30 Enhancement projects from (30) different applications

       Size
       0 - 50 fps                    11     Smallest     3
       51-150 fps                    10     Largest      1,916
       Over 150 fps                  9      Average Size 198.47
                                     30

       FP Entities                                      Platform
                               EI    37%                     Client Server   14
                               EO    20%                     Web             6
                               EQ    16%                     Mainframe        9
                               ILF   24%                     PC              1
                               EIF   3%
                                     100%

©2012 David Consulting Group                       12
FP Lite Statistics: Group 1    TM




Assumption: Statistics based on Adjusted function points

All Projects
  Detail Count                      5954 FPs
  FP LiteTM                         5471 FPs

Variance* at the Project Level
                                           Extreme                                   Median
              Range                 Low           High               Low                High
              All Projects -23.69%                32.16%             -8.90%             12.90%

              0-50 fps              -21.42%       32.16%             -8.62%             26.07%
              51-150 fps            -23.69%       19.72%             -10.22%            12.23%

              Over 150              -22.77%       4.18%              -8.91%             3.65%
              fps
     *Variance expresses the performance of FP LiteTM relative to the actual count


©2012 David Consulting Group                                13
Group 1: Range Analysis

 40.00%

 30.00%

 20.00%

 10.00%

   0.00%
               0               100   200   300   400      500
-10.00%

-20.00%

-30.00%




                                                       Group 1:
                                                       47% were less than +/- 10%
                                                       74% were less than +/- 20%
                                                       26% were greater than +/- 20%


©2012 David Consulting Group                     14
Distribution Analysis


                                                                             Group 1
                                              10
                                               9
                                               8
                               Distribution


                                               7
                                               6
                                               5
                                               4
                                               3
                                               2
                                               1
                                               0
                                                   30 / 40   20 / 30   10 / 20    0 / 10   0 / -10   -10 / -20   -20 / -30




                                                                        Variance Range



©2012 David Consulting Group                                                     15
Level of Effort
Question - How much time is saved by using FP Lite ?                               TM




Surveyed 9 CFPS Counters. Data points reflect their notional
 view of how much time it takes to count various sized
 projects

Results:                             Size                  Effort (hrs.)
                                              FPA         FPL       Productivity
                               <50            2.5         2.0       20.0%
                               50 - 150       4.3         3.5       18.6%
                               >150 - <300    8.8         5.5       37.6%
                               300-650        13.9        9.6       30.9%
                               >650 - <1000   20.8        14.3      31.3%

©2012 David Consulting Group                         16
Initial Observations
• With FP LiteTM the variance tends to decrease as the size
  of the project increases
• Size counts under 50 FPs may have a higher variance
• Numerous changes to certain elements may have an
  impact variability
• 70 +% of the FP LiteTM estimates were within +/- 20% of
  actual.
• GSCs were not statistically significant relative to the results
  of the final count
• Using the FP LiteTM approach may be more productive



©2012 David Consulting Group   17
Requirements Gathering
  The FP Lite method of sizing can be used early in
                               TM




 the lifecycle to generate a preliminary size useful in
           managing the scope of the project

                                                    Inquiries
                                            USER                       USER

                                                                              WORK
                                                   LIST OF MOLDS              CENTERS


           Element                  Value                                 PARTS          Output
           Inquires (2)                8       PLANT MOLDS
                                                                                         PARTS
                                                                                         LISTING
                                                                Data Stores
           Inputs (1)                  4                             BILL OF MATERIALS       USER
           Outputs (1)                 5                                                 ORDER
                                                                                         PARTS
           Data Stores (3)           30
                                                                                         Inputs
                                            PLANT INFORMATION CENTER
                                                                                             USER
           Total Size                47
                                                                                         CHANGE
                                                                                         BILL




©2012 David Consulting Group                   18
Estimating
        FP Lite can be an effective sizing vehicle to be
                               TM


               used in early lifecycle estimates


                      DEFINITION                       CAPABILITY            ESTIMATE




                                                                                     Schedule
                                    PROJECT   X    PROJECT     X     RISK
     REQUIREMENT                                  COMPLEXITY
                                      SIZE                         FACTORS
                                                                                                Costs
                                                                                Effort


                                    FP Lite




©2012 David Consulting Group                          19
No Excuse Not to Size
• FP Methodology terms are confusing
   – Simplify the terms, easy to understand
• Too long to learn, need an expert
• Need too much detail data
• Does not reflect the complexity of the application
• Takes too much time
          – Use FP Lite !!     TM




• “We tried it before”
          – Well, try it again!!


©2012 David Consulting Group        20
Contact Us
Email: d.herron@davidconsultinggroup.com

Phone: 1-610-644-2856, ext 21

http://www.davidconsultinggroup.com


          @DavidConsultGrp
          /DavidConsultGrp
          /company/David-Consulting-Group




©2012 David Consulting Group          21

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Sizing Your Software: A Fast Path Approach

  • 1. Sizing Your Software: A Fast Path Approach David Herron David Consulting Group d.herron@davidconsultinggroup.com
  • 2. Why Sizing is Important • Requirements – An ability to evaluate the size of the requirements based upon functionality being requested • Estimation – Size is a key variable required to effectively estimate the level of effort • Process Improvement – Requires a consistent sizing measure to be used as the basis for comparing levels of performance • Change Control – A repeatable, consistent size measure is necessary to properly manage client expectations ©2012 David Consulting Group 1
  • 3. Characteristics of an Effective Sizing Metric • Meaningful to both developer and business user • Defined (industry recognized) • Consistent (methodology) • Easy to learn and apply • Accurate, statistically based • Available when needed (early) ©2012 David Consulting Group 2
  • 4. The Function Point Methodology Five key components are identified based on logical user view • External Inputs • External Outputs External External External Input Inquiry Output • External Inquiries • Internal Logical Files • External Interface Files Internal Logical Files External Interface Application File ©2012 David Consulting Group 3
  • 5. The Function Point Methodology Complexity Components: Low Avg . High Total Internal Logical File (ILF) __ x 7 __ x 10 __ x 15 ___ External Interface File (EIF) __ x 5 __ x 7 __ x 10 ___ External Input (EI) __ x 3 __ x 4 __ x 6 ___ External Output (EO) __ x 4 __ x 5 __ x 7 ___ External Inquiry (EQ) __ x 3 __ x 4 __ x 6 ___ Total Unadjusted FPs ___ Record Element Data Elements (# of unique data fields) Data Types Relationships or Low Low Average File Low Average High Types Referenced Average High High ©2012 David Consulting Group 4
  • 6. The Function Point Methodology Complexity Components: Low Avg . High Total Internal Logical File (ILF) __ x 7 __ x 10 __ x 15 ___ External Interface File (EIF) __ x 5 __ x 7 __ x 10 ___ External Input (EI) __ x 3 __ x 4 __ x 6 ___ External Output (EO) __ x 4 __ x 5 __ x 7 ___ External Inquiry (EQ) __ x 3 __ x 4 __ x 6 ___ Total Unadjusted FPs ___ Record Element Data Elements (# of unique data fields) Data Types Relationships or Low Low Average File Low Average High Types Referenced Average High High ©2012 David Consulting Group 5
  • 7. The Function Point Methodology General System Characteristics Data Communication On-Line Update Distributed Data Processing Complex Processing Performance Objectives Reusability Heavily Used Configuration Conversion & Install Ease Transaction Rate Operational Ease On-Line Data Entry Multiple-Site Use End-User Efficiency Facilitate Change An assessment of the General Systems Characteristics results in a Value Adjustment Factor (VAF) Final Calculation: Total Unadjusted FP X VAF = Final Count ©2012 David Consulting Group 6
  • 8. The Counting Process Identify the Identify the Evaluate the Application Five Functional complexity Boundary Elements Compute an Assess the Compute a Compute a Unadjusted 14 GSCs Value Adj. Final FP FP Count Factor Count ©2012 David Consulting Group 7
  • 9. Common Criticisms of Function Points • FP methodology terms are confusing • Too long to learn, need an expert • Need too much detailed data • Does not reflect the complexity of the application • Takes too much time • We tried it before ©2012 David Consulting Group 8
  • 10. FP Lite Counting Process TM FP Lite requires only 3 steps TM Identify the Identify the Detail Y Evaluate the Application Five Functional Data complexity Boundary Elements Available N Compute an Assess the Compute a Compute a Unadjusted 14 GSCs Value Adj. Final FP FP Count Factor Count ©2012 David Consulting Group 9
  • 11. FP Lite Impact Analysis TM What is the impact on size accuracy when performing a FP count that assumes everything is of average complexity? Use FP Lite when: TM • You don’t have enough detail data to determine the complexity • You don’t have the time to perform a full count • You don’t have the skill (or motivation) to perform a full count ©2012 David Consulting Group 10
  • 12. The Study The intent of the study was to determine: • What is the statistical variability between a full count and FP Lite count TM • What is the effort involved for a full count vs. a FP Lite TM count Approach: • Collected data from two separate sources • Counts were performed by experienced function point counters all counting consistently • Counts were randomly selected from a larger group of counts ©2012 David Consulting Group 11
  • 13. Project Profile Data: Group 1 PROFILE 30 Enhancement projects from (30) different applications Size 0 - 50 fps 11 Smallest 3 51-150 fps 10 Largest 1,916 Over 150 fps 9 Average Size 198.47 30 FP Entities Platform EI 37% Client Server 14 EO 20% Web 6 EQ 16% Mainframe 9 ILF 24% PC 1 EIF 3% 100% ©2012 David Consulting Group 12
  • 14. FP Lite Statistics: Group 1 TM Assumption: Statistics based on Adjusted function points All Projects Detail Count 5954 FPs FP LiteTM 5471 FPs Variance* at the Project Level Extreme Median Range Low High Low High All Projects -23.69% 32.16% -8.90% 12.90% 0-50 fps -21.42% 32.16% -8.62% 26.07% 51-150 fps -23.69% 19.72% -10.22% 12.23% Over 150 -22.77% 4.18% -8.91% 3.65% fps *Variance expresses the performance of FP LiteTM relative to the actual count ©2012 David Consulting Group 13
  • 15. Group 1: Range Analysis 40.00% 30.00% 20.00% 10.00% 0.00% 0 100 200 300 400 500 -10.00% -20.00% -30.00% Group 1: 47% were less than +/- 10% 74% were less than +/- 20% 26% were greater than +/- 20% ©2012 David Consulting Group 14
  • 16. Distribution Analysis Group 1 10 9 8 Distribution 7 6 5 4 3 2 1 0 30 / 40 20 / 30 10 / 20 0 / 10 0 / -10 -10 / -20 -20 / -30 Variance Range ©2012 David Consulting Group 15
  • 17. Level of Effort Question - How much time is saved by using FP Lite ? TM Surveyed 9 CFPS Counters. Data points reflect their notional view of how much time it takes to count various sized projects Results: Size Effort (hrs.) FPA FPL Productivity <50 2.5 2.0 20.0% 50 - 150 4.3 3.5 18.6% >150 - <300 8.8 5.5 37.6% 300-650 13.9 9.6 30.9% >650 - <1000 20.8 14.3 31.3% ©2012 David Consulting Group 16
  • 18. Initial Observations • With FP LiteTM the variance tends to decrease as the size of the project increases • Size counts under 50 FPs may have a higher variance • Numerous changes to certain elements may have an impact variability • 70 +% of the FP LiteTM estimates were within +/- 20% of actual. • GSCs were not statistically significant relative to the results of the final count • Using the FP LiteTM approach may be more productive ©2012 David Consulting Group 17
  • 19. Requirements Gathering The FP Lite method of sizing can be used early in TM the lifecycle to generate a preliminary size useful in managing the scope of the project Inquiries USER USER WORK LIST OF MOLDS CENTERS Element Value PARTS Output Inquires (2) 8 PLANT MOLDS PARTS LISTING Data Stores Inputs (1) 4 BILL OF MATERIALS USER Outputs (1) 5 ORDER PARTS Data Stores (3) 30 Inputs PLANT INFORMATION CENTER USER Total Size 47 CHANGE BILL ©2012 David Consulting Group 18
  • 20. Estimating FP Lite can be an effective sizing vehicle to be TM used in early lifecycle estimates DEFINITION CAPABILITY ESTIMATE Schedule PROJECT X PROJECT X RISK REQUIREMENT COMPLEXITY SIZE FACTORS Costs Effort FP Lite ©2012 David Consulting Group 19
  • 21. No Excuse Not to Size • FP Methodology terms are confusing – Simplify the terms, easy to understand • Too long to learn, need an expert • Need too much detail data • Does not reflect the complexity of the application • Takes too much time – Use FP Lite !! TM • “We tried it before” – Well, try it again!! ©2012 David Consulting Group 20
  • 22. Contact Us Email: d.herron@davidconsultinggroup.com Phone: 1-610-644-2856, ext 21 http://www.davidconsultinggroup.com @DavidConsultGrp /DavidConsultGrp /company/David-Consulting-Group ©2012 David Consulting Group 21

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