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Agile Techniques
11/17/2016 1:30:00 PM
Scrum, Kanban, or Scrumban: Which Is
Right for You?
Presented by:
Heidi Araya
BrightLogic
Brought to you by:
350 Corporate Way, Suite 400, Orange Park, FL 32073
888--‐268--‐8770 ·∙ 904--‐278--‐0524 - info@techwell.com - http://www.stareast.techwell.com/
Heidi Araya
BrightLogic
The founder of BrightLogic, an agile consulting company, Heidi Araya consults
worldwide, both virtually and on-site, with customers who need agile coaching,
transformation, and process improvement. Her specialty is assessing business
needs, and establishing the right methodology and process to achieve strategic
and team goals. Process improvement has been Heidi’s passion since the mid-
90s. With almost twenty years of experience in software, technology, project
management, and process improvement methodologies, Heidi has assisted
numerous companies and industries improve business processes, create better
teams, increase customer satisfaction—and save millions of dollars.
Scrum,
Kanban or
Scrumban
Which is right for
you?
BrightLogic Group
November 17, 2016
Agile Dev East
Orlando, FL
About me
Heidi
“there’s got to be a better way”
Araya
• Agile & Lean enthusiast
• Process improvement aficionado
• Systems thinker
2
Enabling happy
workplaces by making it
fun to work together to
deliver value for the
business.
What will you learn today?
• Basics of three frameworks
• Similarities & differences
between them
• How it’s possible to select the
best one for your particular
situation
3
Various ideas to select from
4
Change is terrifying
“People will use what they know
won't work if they don't have an
alternative that doesn’t
completely terrify them.”
(Al Shalloway, in a webinar entitled, “WhyYou
Should Never DoWaterfall, Often Be Agile and
Always Use Lean”)
5
Why does everyone want to do Scrum?
6
What’s right for you?
7
Tricks
NO
Why go Agile?
• Better products?
• Faster time to market?
• Faster ROI?
• Risk reduction?
• Predictability?
• Alignment?
• Attempt to change culture?
• Everyone’s doing it?
8
Consider the environment
• Culture & communication norms
• Reward systems
• Who will benefit
• Competency to lead, plan & execute change
• Degree to which company is willing to face
the truth
• Nature of demand for product development
• Challenging product (technical, cutting-edge,
research)
9
Scrum – who’s doing it all the way?
• Raise one hand if you are
doing Scrum
• Raise both hands if you are
following all Scrum practices
(there are no optional
practices in Scrum)
10
Credit: Martin Patten
Scrum is like your mother-in-law. It
points out all your faults.
– Ken Schwaber
Scrum main concepts
• Timebox work
• Self-organizing teams
• Cross-functional teams
• Close collaboration
• Inspect and adapt: fail fast
• Deliver potentially shippable
increments
11
Scrum – common challenges
• Teams fall into mini waterfalls
• No Product Owner available
• Urgent interruptions during sprint
• Cross-team dependencies
• Misunderstood rituals
(estimation, standup)
• Sprints are arbitrary and can create poor behaviors
• Difficult to transform large organization
12
Scrum – when it won’t work
• Team makeup inappropriate
• Team members not fully dedicated
• Limited & specialized skill sets
• Time-boxes inappropriate
• Direction changes daily
• How value delivered is measured (time vs.
results)
• Mismatch between Scrum roles &
company culture
13
If all you have is a hammer,
everything looks like a nail.
Scrum – when it won’t work
14
SALLY, YOUR OUTPUT
ISN’T CUTTING IT. YOU
ONLY PRODUCED 15
LINES OF CODE.
OH, ARE YOU
REFERRING TO THE 15
LINES OF CODE THAT
CURED CANCER?
YEAH, 15 LINES OF CODE
JUST ISN’T ENOUGH. WE
REALLY NEED MORE…
Scrum advantages
• Less superfluous specifications
• Less handovers
• Flexibility in roadmap planning
• Less risk due to short iterations
• Visible progress
• Commitment to a goal can raise
productivity
• Cross-functional teams provide great value
15
Scrum is best for…
• Team is new to agile
• Teams are stable
• Collocated – or same time zones
• Priorities don’t change on a daily basis
• Stakeholders are easily accessible
• Organizations with a steady pace of work
• Environments which encourage
collaboration
16
“The questions remain the same. It’s the
answers that keep changing.” – A. Einstein
Scrum
Does anyone have any
additional challenges or
advantages of Scrum that
I haven’t mentioned?
17
“If you have a culture of fear,
none of your fancy practices or
processes will help”
― Jürgen Appelo, Management 3.0
Group activity
STAND UP if you’re
doing Kanban
(at any level in the
organization)?
18
“Of course, speed is most useful if it is
in the correct direction”
― David J. Anderson, founder of Kanban for Software
Is Kanban Agile?
• Kanban comes from Lean
manufacturing*
• Michael Sahota – Kanban has “Agile
on the inside”
• Alan Shalloway - Kanban is a "2nd
Generation Agile Method”
• DavidAnderson – Kanban is "an
alternative path to agility”
19
*Lean aims to make the work simple
enough to understand, do, and
manage.
Kanban method
• A model for introducing change via incremental improvements
“a process to change the process”
• Major Goal: Improved performance through process improvements introduced
with minimal resistance
• Kanban matches amount of work in progress to the team's capacity
• Sometimes misunderstood to mean ONLY visual aid
• Board visualizes the service delivery workflow process, the work-in-progress &
the Kanban
20
“Kanban is about optimizing for continuous flow of customer recognized value. Know
what you are delivering to whom and why.” - Mike Burrows
Four Kanban principles *updated per David Anderson
1. Start with what you do now
2. Agree to pursue
evolutionary change
3. Respect the current
process, roles,
responsibilities & titles
4. Encourage acts of
leadership at all levels in
your organization*
21
Six Kanban general practices *updated per David Anderson
22
1. Visualize (the work,
workflow & risks)
2. LimitWIP
3. Manage flow
4. Make policies explicit
5. Implement feedback loops
6. Improve collaboratively, evolve experimentally (using
models & the scientific method)*
Kanban establishes an adaptive environment
23
• Foundation for an adaptive
capability in an organization
• Enables ability to cope with and
respond to complex
environments
• Processes emerge rather than
being designed
Kanban – requirements
• High degree of visibility into work
process
• Respect forWIP limits
• Commitment to pull-based flow
• Focus on quality
• Board reflects the work; it does not
direct people’s work
24
Kanban – when it won’t work
• Existing process needs to be revamped
• Team can’t discuss sources of dissatisfaction
openly
• Management won’t respect theWIP limits
• Unwillingness to define exit criteria to make
policies explicit
• Team can’t define the work/work types to be done
• Team doesn’t want to improve the current process
25
Kanban – advantages
• Use current process
• Visible progress in each stage
• Priorities can change anytime
• Continuous flow vs start-stop
• Fewer organizational, personnel and setup changes
• Acknowledges human psychological reactions to change
• Person does not have to be dedicated 100% to a sprint/team
• Lead times emerge vs team committing to work
26
Kanban is best for… any of these conditions
• Platform & component teams; support &
maintenance; or team too large for Scrum
• Team doesn’t respond well to big changes
• No prioritization is needed
• Want to add stories on the fly
• Don’t need iterations (sprints)
• Estimation isn’t necessary
• Want the ability to release anytime
• Continuous improvement is already emphasized
• Want to improve delivery flow
• Culture is skeptical of Agile; Culture won’t mesh with Scrum principles
27
SOMETIMES I GET
TIRED OF BEINGTHE
ONLY SMART PERSON
AROUND HERE!
Kanban
Does anyone have any
additional challenges or
advantages of Kanban that I
haven’t mentioned?
28
“If you are not continually improving, but you
are doing all of the other parts of the Kanban
method, you are missing the point. It’s a little
like the concept of “doing” Agile but not
being agile.”
- David J. Anderson
Kanban and Scrum … how are they similar?
29
Kanban vs. Scrum… how are they different?
Scrum Kanban
Predefined roles, cross-functional teams No prescribed roles; specialist roles allowed
Timebox Continuous delivery
Work pulled in batches Work pulled in single pieces
No change mid sprint Change at any time
Prioritize work ahead of time No pre-prioritization required
Commitment to specific amount of work Commitment is optional
Items - completed within a sprint Items - small & estimable, but no size prescribed
WIP limited indirectly WIP limited directly
Estimation a customary practice Estimation not needed
Cannot add items to ongoing iteration Can add new items whenever capacity is available
Sprint backlog owned by one team Kanban board may be shared by multiple teams/individuals
Board is reset Board is persistent
Metric -Velocity Metric - Lead/Cycle time
Burndown chart prescribed No particular diagram prescribed
Workflow not visible Workflow is visible to everyone
Adopt all at once Adopt at your own pace
Trust the Scrum Master Trust the team
30
Kanban – common scenarios
31
• Maintenance and research work where
estimation & time boxing adds overhead
with little value
• Teams are too large for Scrum and can’t
break them up
• People who are nervous about agile and
don’t see how it will work for them
• People with specialized skills not 100%
dedicated to teams
Why does Kanban work where Scrum will not?
32
• Manages pieces of a chaotic
environment well
• Specialization is often the only viable
route in organizations
• Designed to be adopted in an
incremental way with little
disruption, unlike Scrum
• Kanban trusts teams to improve the
process
FinalThoughts… Scrum vs. Kanban
Start with Scrum if…
• Your organization is really stuck and
needs a big change
• You have a good & committed leader
Start with Kanban if…
• Culture isn’t willing to accept mindset
shift
• You have a decent process in place and
want to improve it over time
33
Scrumban
STAND UP if you’re doing
Scrumban (however you
define it)
34
“Frameworks should be
extracted from a collection of
successful implementations,
not built on speculation.”
– Mary Poppendieck (cofounder of Lean
Software Development)
What is Scrumban? (as defined by the ‘fathers’ of Scrumban)
“The Scrumban method builds on …Scrum practices in order to introduce pull, flow,
standard work, throughput metrics, and continuous improvement to the Scrum
framework, while also reducing the overhead associated with planning batch
transfers.” – Corey Ladas, 2009
“Scrumban is the Kanban method applied to Scrum as the starting and
underlying process framework.” – Ajay Reddy, 2012
“Although Scrumban has evolved as a framework over the years, it has no definitive
guide or definition. In fact,… several ‘authoritative’ sources disagree about what
Scrumban actually represents.” – Ajay Reddy, 2012
35
Scrumban (*as defined byCorey Ladas & Ajay Reddy)
• Contains defined roles of Scrum (PO, SM)
• Same Scrum meetings can take place; frequency can vary
• Specialized teams & functions allowed
• Can break out work into as many columns as needed
• Board stays persistent
• WIP limits per stage are followed
• Tasks assigned by pull (at last possible moment)
• Focus on getting tasks to done
• Prioritization is optional; plan on demand
• Estimation is optional
• Can have one team taking work from different backlogs
36
Scrumban is good for…
• Scrum team grows with no easy way to split it
• Fast-paced & dynamic process such as startups
• Multiple team ownership
• Scrum team wants to move away from time boxes
• Teams want to tweak the process to include
more steps
• There are dependencies to external specialties
• Other teams depend on this team
• Several product owners exist
• Scrum team wants to improve their flow & lead times
37
How do I start doing Scrumban?
1. Start with what you do now - either
Scrum or Kanban
2. Add elements of either Scrum or Kanban
that you think would be useful, e.g.:
• Measuring lead/cycle time
• Observing WIP limits
• Adding or removing timeboxes
• Adding exit criteria
3. Inspect and adapt
38
39
Frameworks as an evolution…
• Scrumban can be an
evolution to Scrum…
… or away from Scrum
• Kanban can be an
evolution away from
waterfall…
… or away from Scrum
39
By Ricardo - AllGizah Pyramids,CC BY-SA 2.0, https://commons. Liberato
wikimedia.org/w/index.php?curid=2258048
40
… or simply advanced Scrum?
• Teams may love Scrum and decide to advance in the Scrum
space
• Hyperproductive Scrum
metrics
– Focus Factor
– AdoptedWork
– FoundWork
– TargetedValue Increase
– Accuracy of Commit
– Accuracy of estimation
Tying it up…
• Best framework depends on your project, team & goals
• Take principles & practices from various frameworks as needed
• As team matures, they may have ideas of their own
• Try other things aside from Scrum, Kanban & Scrumban 
41
“Failure at an organizational level seems to come from the
inability to customize processes and make them their own.
Trying to apply someone else’s template to your organization …
leaves out too many important details of the previous successes
and ignores your company’s specific situation.”
- Kent Beck, Extreme Programming founder
42

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Scrum, Kanban, or Scrumban: Which Is Right for You?

  • 1. AT8 Agile Techniques 11/17/2016 1:30:00 PM Scrum, Kanban, or Scrumban: Which Is Right for You? Presented by: Heidi Araya BrightLogic Brought to you by: 350 Corporate Way, Suite 400, Orange Park, FL 32073 888--‐268--‐8770 ·∙ 904--‐278--‐0524 - info@techwell.com - http://www.stareast.techwell.com/
  • 2. Heidi Araya BrightLogic The founder of BrightLogic, an agile consulting company, Heidi Araya consults worldwide, both virtually and on-site, with customers who need agile coaching, transformation, and process improvement. Her specialty is assessing business needs, and establishing the right methodology and process to achieve strategic and team goals. Process improvement has been Heidi’s passion since the mid- 90s. With almost twenty years of experience in software, technology, project management, and process improvement methodologies, Heidi has assisted numerous companies and industries improve business processes, create better teams, increase customer satisfaction—and save millions of dollars.
  • 3. Scrum, Kanban or Scrumban Which is right for you? BrightLogic Group November 17, 2016 Agile Dev East Orlando, FL
  • 4. About me Heidi “there’s got to be a better way” Araya • Agile & Lean enthusiast • Process improvement aficionado • Systems thinker 2 Enabling happy workplaces by making it fun to work together to deliver value for the business.
  • 5. What will you learn today? • Basics of three frameworks • Similarities & differences between them • How it’s possible to select the best one for your particular situation 3
  • 6. Various ideas to select from 4
  • 7. Change is terrifying “People will use what they know won't work if they don't have an alternative that doesn’t completely terrify them.” (Al Shalloway, in a webinar entitled, “WhyYou Should Never DoWaterfall, Often Be Agile and Always Use Lean”) 5
  • 8. Why does everyone want to do Scrum? 6
  • 9. What’s right for you? 7 Tricks NO
  • 10. Why go Agile? • Better products? • Faster time to market? • Faster ROI? • Risk reduction? • Predictability? • Alignment? • Attempt to change culture? • Everyone’s doing it? 8
  • 11. Consider the environment • Culture & communication norms • Reward systems • Who will benefit • Competency to lead, plan & execute change • Degree to which company is willing to face the truth • Nature of demand for product development • Challenging product (technical, cutting-edge, research) 9
  • 12. Scrum – who’s doing it all the way? • Raise one hand if you are doing Scrum • Raise both hands if you are following all Scrum practices (there are no optional practices in Scrum) 10 Credit: Martin Patten Scrum is like your mother-in-law. It points out all your faults. – Ken Schwaber
  • 13. Scrum main concepts • Timebox work • Self-organizing teams • Cross-functional teams • Close collaboration • Inspect and adapt: fail fast • Deliver potentially shippable increments 11
  • 14. Scrum – common challenges • Teams fall into mini waterfalls • No Product Owner available • Urgent interruptions during sprint • Cross-team dependencies • Misunderstood rituals (estimation, standup) • Sprints are arbitrary and can create poor behaviors • Difficult to transform large organization 12
  • 15. Scrum – when it won’t work • Team makeup inappropriate • Team members not fully dedicated • Limited & specialized skill sets • Time-boxes inappropriate • Direction changes daily • How value delivered is measured (time vs. results) • Mismatch between Scrum roles & company culture 13 If all you have is a hammer, everything looks like a nail.
  • 16. Scrum – when it won’t work 14 SALLY, YOUR OUTPUT ISN’T CUTTING IT. YOU ONLY PRODUCED 15 LINES OF CODE. OH, ARE YOU REFERRING TO THE 15 LINES OF CODE THAT CURED CANCER? YEAH, 15 LINES OF CODE JUST ISN’T ENOUGH. WE REALLY NEED MORE…
  • 17. Scrum advantages • Less superfluous specifications • Less handovers • Flexibility in roadmap planning • Less risk due to short iterations • Visible progress • Commitment to a goal can raise productivity • Cross-functional teams provide great value 15
  • 18. Scrum is best for… • Team is new to agile • Teams are stable • Collocated – or same time zones • Priorities don’t change on a daily basis • Stakeholders are easily accessible • Organizations with a steady pace of work • Environments which encourage collaboration 16 “The questions remain the same. It’s the answers that keep changing.” – A. Einstein
  • 19. Scrum Does anyone have any additional challenges or advantages of Scrum that I haven’t mentioned? 17 “If you have a culture of fear, none of your fancy practices or processes will help” ― Jürgen Appelo, Management 3.0
  • 20. Group activity STAND UP if you’re doing Kanban (at any level in the organization)? 18 “Of course, speed is most useful if it is in the correct direction” ― David J. Anderson, founder of Kanban for Software
  • 21. Is Kanban Agile? • Kanban comes from Lean manufacturing* • Michael Sahota – Kanban has “Agile on the inside” • Alan Shalloway - Kanban is a "2nd Generation Agile Method” • DavidAnderson – Kanban is "an alternative path to agility” 19 *Lean aims to make the work simple enough to understand, do, and manage.
  • 22. Kanban method • A model for introducing change via incremental improvements “a process to change the process” • Major Goal: Improved performance through process improvements introduced with minimal resistance • Kanban matches amount of work in progress to the team's capacity • Sometimes misunderstood to mean ONLY visual aid • Board visualizes the service delivery workflow process, the work-in-progress & the Kanban 20 “Kanban is about optimizing for continuous flow of customer recognized value. Know what you are delivering to whom and why.” - Mike Burrows
  • 23. Four Kanban principles *updated per David Anderson 1. Start with what you do now 2. Agree to pursue evolutionary change 3. Respect the current process, roles, responsibilities & titles 4. Encourage acts of leadership at all levels in your organization* 21
  • 24. Six Kanban general practices *updated per David Anderson 22 1. Visualize (the work, workflow & risks) 2. LimitWIP 3. Manage flow 4. Make policies explicit 5. Implement feedback loops 6. Improve collaboratively, evolve experimentally (using models & the scientific method)*
  • 25. Kanban establishes an adaptive environment 23 • Foundation for an adaptive capability in an organization • Enables ability to cope with and respond to complex environments • Processes emerge rather than being designed
  • 26. Kanban – requirements • High degree of visibility into work process • Respect forWIP limits • Commitment to pull-based flow • Focus on quality • Board reflects the work; it does not direct people’s work 24
  • 27. Kanban – when it won’t work • Existing process needs to be revamped • Team can’t discuss sources of dissatisfaction openly • Management won’t respect theWIP limits • Unwillingness to define exit criteria to make policies explicit • Team can’t define the work/work types to be done • Team doesn’t want to improve the current process 25
  • 28. Kanban – advantages • Use current process • Visible progress in each stage • Priorities can change anytime • Continuous flow vs start-stop • Fewer organizational, personnel and setup changes • Acknowledges human psychological reactions to change • Person does not have to be dedicated 100% to a sprint/team • Lead times emerge vs team committing to work 26
  • 29. Kanban is best for… any of these conditions • Platform & component teams; support & maintenance; or team too large for Scrum • Team doesn’t respond well to big changes • No prioritization is needed • Want to add stories on the fly • Don’t need iterations (sprints) • Estimation isn’t necessary • Want the ability to release anytime • Continuous improvement is already emphasized • Want to improve delivery flow • Culture is skeptical of Agile; Culture won’t mesh with Scrum principles 27 SOMETIMES I GET TIRED OF BEINGTHE ONLY SMART PERSON AROUND HERE!
  • 30. Kanban Does anyone have any additional challenges or advantages of Kanban that I haven’t mentioned? 28 “If you are not continually improving, but you are doing all of the other parts of the Kanban method, you are missing the point. It’s a little like the concept of “doing” Agile but not being agile.” - David J. Anderson
  • 31. Kanban and Scrum … how are they similar? 29
  • 32. Kanban vs. Scrum… how are they different? Scrum Kanban Predefined roles, cross-functional teams No prescribed roles; specialist roles allowed Timebox Continuous delivery Work pulled in batches Work pulled in single pieces No change mid sprint Change at any time Prioritize work ahead of time No pre-prioritization required Commitment to specific amount of work Commitment is optional Items - completed within a sprint Items - small & estimable, but no size prescribed WIP limited indirectly WIP limited directly Estimation a customary practice Estimation not needed Cannot add items to ongoing iteration Can add new items whenever capacity is available Sprint backlog owned by one team Kanban board may be shared by multiple teams/individuals Board is reset Board is persistent Metric -Velocity Metric - Lead/Cycle time Burndown chart prescribed No particular diagram prescribed Workflow not visible Workflow is visible to everyone Adopt all at once Adopt at your own pace Trust the Scrum Master Trust the team 30
  • 33. Kanban – common scenarios 31 • Maintenance and research work where estimation & time boxing adds overhead with little value • Teams are too large for Scrum and can’t break them up • People who are nervous about agile and don’t see how it will work for them • People with specialized skills not 100% dedicated to teams
  • 34. Why does Kanban work where Scrum will not? 32 • Manages pieces of a chaotic environment well • Specialization is often the only viable route in organizations • Designed to be adopted in an incremental way with little disruption, unlike Scrum • Kanban trusts teams to improve the process
  • 35. FinalThoughts… Scrum vs. Kanban Start with Scrum if… • Your organization is really stuck and needs a big change • You have a good & committed leader Start with Kanban if… • Culture isn’t willing to accept mindset shift • You have a decent process in place and want to improve it over time 33
  • 36. Scrumban STAND UP if you’re doing Scrumban (however you define it) 34 “Frameworks should be extracted from a collection of successful implementations, not built on speculation.” – Mary Poppendieck (cofounder of Lean Software Development)
  • 37. What is Scrumban? (as defined by the ‘fathers’ of Scrumban) “The Scrumban method builds on …Scrum practices in order to introduce pull, flow, standard work, throughput metrics, and continuous improvement to the Scrum framework, while also reducing the overhead associated with planning batch transfers.” – Corey Ladas, 2009 “Scrumban is the Kanban method applied to Scrum as the starting and underlying process framework.” – Ajay Reddy, 2012 “Although Scrumban has evolved as a framework over the years, it has no definitive guide or definition. In fact,… several ‘authoritative’ sources disagree about what Scrumban actually represents.” – Ajay Reddy, 2012 35
  • 38. Scrumban (*as defined byCorey Ladas & Ajay Reddy) • Contains defined roles of Scrum (PO, SM) • Same Scrum meetings can take place; frequency can vary • Specialized teams & functions allowed • Can break out work into as many columns as needed • Board stays persistent • WIP limits per stage are followed • Tasks assigned by pull (at last possible moment) • Focus on getting tasks to done • Prioritization is optional; plan on demand • Estimation is optional • Can have one team taking work from different backlogs 36
  • 39. Scrumban is good for… • Scrum team grows with no easy way to split it • Fast-paced & dynamic process such as startups • Multiple team ownership • Scrum team wants to move away from time boxes • Teams want to tweak the process to include more steps • There are dependencies to external specialties • Other teams depend on this team • Several product owners exist • Scrum team wants to improve their flow & lead times 37
  • 40. How do I start doing Scrumban? 1. Start with what you do now - either Scrum or Kanban 2. Add elements of either Scrum or Kanban that you think would be useful, e.g.: • Measuring lead/cycle time • Observing WIP limits • Adding or removing timeboxes • Adding exit criteria 3. Inspect and adapt 38
  • 41. 39 Frameworks as an evolution… • Scrumban can be an evolution to Scrum… … or away from Scrum • Kanban can be an evolution away from waterfall… … or away from Scrum 39 By Ricardo - AllGizah Pyramids,CC BY-SA 2.0, https://commons. Liberato wikimedia.org/w/index.php?curid=2258048
  • 42. 40 … or simply advanced Scrum? • Teams may love Scrum and decide to advance in the Scrum space • Hyperproductive Scrum metrics – Focus Factor – AdoptedWork – FoundWork – TargetedValue Increase – Accuracy of Commit – Accuracy of estimation
  • 43. Tying it up… • Best framework depends on your project, team & goals • Take principles & practices from various frameworks as needed • As team matures, they may have ideas of their own • Try other things aside from Scrum, Kanban & Scrumban  41 “Failure at an organizational level seems to come from the inability to customize processes and make them their own. Trying to apply someone else’s template to your organization … leaves out too many important details of the previous successes and ignores your company’s specific situation.” - Kent Beck, Extreme Programming founder
  • 44. 42