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Agile Development: Problems and
                                                                  Process




Agile Development
Problems and Process
March 24, 2010
Denise Kadilak
Information Architect – Blackbaud, Inc.
Agile Development


Context
     Blackbaud is the leading global provider of software and related services
      designed specifically for nonprofit organizations
     Headquartered in Charleston, South Carolina, with operations in Cambridge,
      Massachusetts; San Diego California; Toronto, Ontario; Glasgow, Scotland;
      London, England; and Sydney, Australia.
     The company employees about 2,000
              Documentation team comprised of 18 writers and one manager
                  • Two writers based in San Diego
                  • Two remote writers: one in Cleveland, OH and one in Richmond, VA




Denise Kadilak| Page #2                                                                       © 2010 Blackbaud
Agile Development


Overview
     Blackbaud implemented an Agile-based development process about 15 months
      ago
     Started slow with just a couple sprint teams
     Gradually over a several-month period each of the company’s product lines was
      added to the new process and new sprint teams created
     We now have dozens of sprint teams covering six overlapping product lines that
      also often include different release dates
     Not all documentation projects are included in the sprint workflow
     We still have a few “Scrum but” teams




Denise Kadilak| Page #3                                                       © 2010 Blackbaud
Agile Development


Blackbaud’s Agile Method
     Sprint teams
              Product manager (optional)
              Program manager (optional)
              Developer(s)
              QAA(s)
              Designer(s)
              Writer
              Support representative (optional)




Denise Kadilak| Page #4                                  © 2010 Blackbaud
Agile Development


Blackbaud’s Agile Method
     Product owner role
              Define features of product, decide release date and content
              Responsible for ROI
              Prioritize features
              Accept or reject work results
     Scrum master role
              Ensure team is fully functional and productive
              Enable cooperation across all roles/remove barriers
              Shield team from external interferences
              Ensure process is followed




Denise Kadilak| Page #5                                                            © 2010 Blackbaud
Agile Development


Blackbaud’s Agile Method
     Extreme Programming method
              Perform most software development activities simultaneously
              Work in two- to six-week sprints
              Work planned based on backlog items (work items) identified and prioritized by the
              product owner




Denise Kadilak| Page #6                                                                    © 2010 Blackbaud
Agile Development


Blackbaud’s Agile Method
     Each Sprint:
              Begins with a planning session
                  • Determine sprint team capacity
                  • Identify work items to be addressed (from prioritized backlog)
                  • Identify buffer work items
              Sprint team members build tasks based on stories (backlog item)
                  • Each task item lists
                      • Task to be completed
                      • Owner
                      • Estimated hours necessary to complete the task
                            » Current status
                            » Work hours remaining




Denise Kadilak| Page #7                                                                     © 2010 Blackbaud
Agile Development


Blackbaud’s Agile Method
     Each Sprint (continued):
              Team members regularly update their tasks, tracking the sprint’s progress
              Team members meet for daily stand-ups, reporting:
                  • What they worked on yesterday
                  • What they plan to work on today
                  • Any impediments
              Additional meetings added as necessary




Denise Kadilak| Page #8                                                                   © 2010 Blackbaud
Agile Development


Blackbaud’s Agile Method
     Each Sprint (continued):
              Ends with:
                  • Internal demonstration of completed tasks
                  • Retrospective meeting
                       • What went right
                       • What went wrong




Denise Kadilak| Page #9                                                © 2010 Blackbaud
Agile Development


Documentation Challenges
     No detailed design documentation
              We had to find new ways to figure out how the product is supposed to work
     Writers are responsible to two or three different sprint teams
              Often these teams are not working on the same product or in the same release cycle
     Remote writers
     In addition to sprint-specific work, writers maintain/create documentation for
      application features not yet included in the Agile process
     Short sprint cycles do not allow much time for internal or external review of
      content




Denise Kadilak| Page #10                                                                  © 2010 Blackbaud
Agile Development


Dealing With The Challenges
     Vary based on the sprint team, but in general:
              Design works one sprint ahead of sprint team
              We found helpful subject matter experts outside of design
                  • The sprint-team environment resulted in closer relationships with managers, developers, and
                    QA analysts, which in turn resulted in improved feedback on the user assistance and better
                    communication with all divisions in Product Development
                  • All divisions feel more vested in the product overall, and this includes user documentation




Denise Kadilak| Page #11                                                                              © 2010 Blackbaud
Agile Development


Dealing With The Challenges
     Created a flexible definition of done for Documentation to better reflect the
      realities of a sprint environment
              Developers working on application up until last minute of sprint
              New work items added at last minute
                  • Documentation capacity not always considered
              Writers working on projects not included in Agile need some flexibility
              Review process must be accommodated
              Writers working in several sprints that end at the same time need some freedom to
              prioritize projects
                  • Finish tasks for the sprint closes to a real release
                  • Identify tasks they cannot complete and move tasks to next sprint




Denise Kadilak| Page #12                                                                       © 2010 Blackbaud
Agile Development


Dealing With The Challenges
     Process put in place to address remote employees
              Online scrum Dashboards allow remotes to track sprint progress
              Webcams and Live Meeting used for Sprint planning sessions
                  • But these are still painful
                      • Last several hours
                      • Difficult to hear with everyone talking
              Remote employee must be proactive
                  • Contact scrum master /product owner in advance of planning sessions for backlog item list
                  • Push designer for any requirement documentation




Denise Kadilak| Page #13                                                                              © 2010 Blackbaud
Agile Development


Conclusions on Agile – The Bad
     Hard on writers
              Increased stress level
                  • Several competing deadlines every few weeks
                  • All sprint team members harried last week of sprint
                  • Some product/program managers think they know more about documentation time estimates
                    than the writers
              Increased workload
                  •   Certain amount of make-busy work
                  •   Too many meetings
                  •   Maintain scrum dashboard
                  •   Manage two or three sprints + non-sprint related work = headache




Denise Kadilak| Page #14                                                                         © 2010 Blackbaud
Agile Development


Conclusions on Agile – The Bad
     Buy-in still an issue
     Loss of document ownership
              Several writers working in same file
              Who is responsible




Denise Kadilak| Page #15                                    © 2010 Blackbaud
Agile Development


Conclusions on Agile – The Good
     Documentation is 100% integrated in the product development process
              We participate in every development phase
              Two members of the documentation team are scrum masters
              A documentation team member played a key role in the solution effort
                  • As scrum master, he identified early in the process problems faced by all team members
                  • Met with leaders of other teams to formulate and implement a fix




Denise Kadilak| Page #16                                                                             © 2010 Blackbaud
Agile Development


Conclusions on Agile – The Good
     Improved understanding of documentation process
     Improved customer focus
     Improved overall product
              Improved understanding of the user experience = more user empathy when
              developing and writing
              Team development = a team vested in the final product
                  • Documentation more vocal about the product design and development
                  • QAA and developers more vocal about the documentation
                      • QA has a formal testing plan for our online help




Denise Kadilak| Page #17                                                                       © 2010 Blackbaud
Agile Development


Tools
     Microsoft Team Foundation Server
              Store all content
              Houses all work items to be addressed
     EPiSERVER Scrum Dashboards
              Web-based dashboard for the Scrum process template in TFS




Denise Kadilak| Page #18                                                         © 2010 Blackbaud
Agile Development


Resources
     http://en.wikipedia.org/wiki/Agile_software_development
     Manifesto for Agile Software Development
     Agile Methodology
     Art of Agile Development by James Shore & Shane Warden (O’Reilly)
     Writing End-User Documentation in an Agile Development Environment by Anne
      Gentle
     Writing Software Documentation in Agile “Scrum” Team




Denise Kadilak| Page #19                                                  © 2010 Blackbaud
Agile Development


Finished!



                                             Q&A


                           Contact information: denise.kadilak@blackbaud.com




Denise Kadilak| Page #20                                                          © 2010 Blackbaud

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Agile development: Problems and Process

  • 1. Agile Development: Problems and Process Agile Development Problems and Process March 24, 2010 Denise Kadilak Information Architect – Blackbaud, Inc.
  • 2. Agile Development Context  Blackbaud is the leading global provider of software and related services designed specifically for nonprofit organizations  Headquartered in Charleston, South Carolina, with operations in Cambridge, Massachusetts; San Diego California; Toronto, Ontario; Glasgow, Scotland; London, England; and Sydney, Australia.  The company employees about 2,000 Documentation team comprised of 18 writers and one manager • Two writers based in San Diego • Two remote writers: one in Cleveland, OH and one in Richmond, VA Denise Kadilak| Page #2 © 2010 Blackbaud
  • 3. Agile Development Overview  Blackbaud implemented an Agile-based development process about 15 months ago  Started slow with just a couple sprint teams  Gradually over a several-month period each of the company’s product lines was added to the new process and new sprint teams created  We now have dozens of sprint teams covering six overlapping product lines that also often include different release dates  Not all documentation projects are included in the sprint workflow  We still have a few “Scrum but” teams Denise Kadilak| Page #3 © 2010 Blackbaud
  • 4. Agile Development Blackbaud’s Agile Method  Sprint teams Product manager (optional) Program manager (optional) Developer(s) QAA(s) Designer(s) Writer Support representative (optional) Denise Kadilak| Page #4 © 2010 Blackbaud
  • 5. Agile Development Blackbaud’s Agile Method  Product owner role Define features of product, decide release date and content Responsible for ROI Prioritize features Accept or reject work results  Scrum master role Ensure team is fully functional and productive Enable cooperation across all roles/remove barriers Shield team from external interferences Ensure process is followed Denise Kadilak| Page #5 © 2010 Blackbaud
  • 6. Agile Development Blackbaud’s Agile Method  Extreme Programming method Perform most software development activities simultaneously Work in two- to six-week sprints Work planned based on backlog items (work items) identified and prioritized by the product owner Denise Kadilak| Page #6 © 2010 Blackbaud
  • 7. Agile Development Blackbaud’s Agile Method  Each Sprint: Begins with a planning session • Determine sprint team capacity • Identify work items to be addressed (from prioritized backlog) • Identify buffer work items Sprint team members build tasks based on stories (backlog item) • Each task item lists • Task to be completed • Owner • Estimated hours necessary to complete the task » Current status » Work hours remaining Denise Kadilak| Page #7 © 2010 Blackbaud
  • 8. Agile Development Blackbaud’s Agile Method  Each Sprint (continued): Team members regularly update their tasks, tracking the sprint’s progress Team members meet for daily stand-ups, reporting: • What they worked on yesterday • What they plan to work on today • Any impediments Additional meetings added as necessary Denise Kadilak| Page #8 © 2010 Blackbaud
  • 9. Agile Development Blackbaud’s Agile Method  Each Sprint (continued): Ends with: • Internal demonstration of completed tasks • Retrospective meeting • What went right • What went wrong Denise Kadilak| Page #9 © 2010 Blackbaud
  • 10. Agile Development Documentation Challenges  No detailed design documentation We had to find new ways to figure out how the product is supposed to work  Writers are responsible to two or three different sprint teams Often these teams are not working on the same product or in the same release cycle  Remote writers  In addition to sprint-specific work, writers maintain/create documentation for application features not yet included in the Agile process  Short sprint cycles do not allow much time for internal or external review of content Denise Kadilak| Page #10 © 2010 Blackbaud
  • 11. Agile Development Dealing With The Challenges  Vary based on the sprint team, but in general: Design works one sprint ahead of sprint team We found helpful subject matter experts outside of design • The sprint-team environment resulted in closer relationships with managers, developers, and QA analysts, which in turn resulted in improved feedback on the user assistance and better communication with all divisions in Product Development • All divisions feel more vested in the product overall, and this includes user documentation Denise Kadilak| Page #11 © 2010 Blackbaud
  • 12. Agile Development Dealing With The Challenges  Created a flexible definition of done for Documentation to better reflect the realities of a sprint environment Developers working on application up until last minute of sprint New work items added at last minute • Documentation capacity not always considered Writers working on projects not included in Agile need some flexibility Review process must be accommodated Writers working in several sprints that end at the same time need some freedom to prioritize projects • Finish tasks for the sprint closes to a real release • Identify tasks they cannot complete and move tasks to next sprint Denise Kadilak| Page #12 © 2010 Blackbaud
  • 13. Agile Development Dealing With The Challenges  Process put in place to address remote employees Online scrum Dashboards allow remotes to track sprint progress Webcams and Live Meeting used for Sprint planning sessions • But these are still painful • Last several hours • Difficult to hear with everyone talking Remote employee must be proactive • Contact scrum master /product owner in advance of planning sessions for backlog item list • Push designer for any requirement documentation Denise Kadilak| Page #13 © 2010 Blackbaud
  • 14. Agile Development Conclusions on Agile – The Bad  Hard on writers Increased stress level • Several competing deadlines every few weeks • All sprint team members harried last week of sprint • Some product/program managers think they know more about documentation time estimates than the writers Increased workload • Certain amount of make-busy work • Too many meetings • Maintain scrum dashboard • Manage two or three sprints + non-sprint related work = headache Denise Kadilak| Page #14 © 2010 Blackbaud
  • 15. Agile Development Conclusions on Agile – The Bad  Buy-in still an issue  Loss of document ownership Several writers working in same file Who is responsible Denise Kadilak| Page #15 © 2010 Blackbaud
  • 16. Agile Development Conclusions on Agile – The Good  Documentation is 100% integrated in the product development process We participate in every development phase Two members of the documentation team are scrum masters A documentation team member played a key role in the solution effort • As scrum master, he identified early in the process problems faced by all team members • Met with leaders of other teams to formulate and implement a fix Denise Kadilak| Page #16 © 2010 Blackbaud
  • 17. Agile Development Conclusions on Agile – The Good  Improved understanding of documentation process  Improved customer focus  Improved overall product Improved understanding of the user experience = more user empathy when developing and writing Team development = a team vested in the final product • Documentation more vocal about the product design and development • QAA and developers more vocal about the documentation • QA has a formal testing plan for our online help Denise Kadilak| Page #17 © 2010 Blackbaud
  • 18. Agile Development Tools  Microsoft Team Foundation Server Store all content Houses all work items to be addressed  EPiSERVER Scrum Dashboards Web-based dashboard for the Scrum process template in TFS Denise Kadilak| Page #18 © 2010 Blackbaud
  • 19. Agile Development Resources  http://en.wikipedia.org/wiki/Agile_software_development  Manifesto for Agile Software Development  Agile Methodology  Art of Agile Development by James Shore & Shane Warden (O’Reilly)  Writing End-User Documentation in an Agile Development Environment by Anne Gentle  Writing Software Documentation in Agile “Scrum” Team Denise Kadilak| Page #19 © 2010 Blackbaud
  • 20. Agile Development Finished! Q&A Contact information: denise.kadilak@blackbaud.com Denise Kadilak| Page #20 © 2010 Blackbaud