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COLLABORATIVE AGILE RESEARCH 
BCC 40 ANOS 
Dr. Claudia Melo
• Director of Tecnology, 
ThoughtWorks América Latina 
• Ph.D. In Computer Science, IME-USP 
• Fellow researcher@IME-USP 
• 15 years in SW DEV 
• 10 years educating 
3 
CLAUDIA MELO
http://gibbslawandlife.blogspot.com.br/2011/12/christmas-procrastination.html 
4
WHAT’S SCIENCE? 
5
INDUSTRY versus 
ACADEMIA 
6
“Innovation diffusion or value chains that 
transfer basic research to commercial 
applications via research institutes and 
startups are 
insufficient for current industry challenges 
and research goals” 
7 
Anna Sandberg, Lars Pareto and Thomas Arts. Agile collaborative research: 
Action principles for industry-academia collaboration. IEEE Software, 28(4):74–83, 2011
Scott Ambler, 2009. http://www.agilemodeling.com/essays/proof.htm 
INNOVATION DIFFUSION
9 
“Closing the gap between research and 
practice by encouraging a stronger 
emphasis on methodological rigor while 
focusing on relevance for practice” 
Barbara A. Kitchenham, Tore Dyba, and Magne Jorgensen. 2004. Evidence-Based Software Engineering. In Proceedings of the 26th International 
Conference on Software Engineering (ICSE '04). IEEE Computer Society, Washington, DC, USA, 273-281.
LACK OF EMPIRICAL EVIDENCE 
10
In theory, theory and practice are 
the same. In practice, they are not. 
- Einstein 
11
12 
Anna Sandberg, Lars Pareto and Thomas Arts. Agile collaborative research: 
Action principles for industry-academia collaboration. IEEE Software, 28(4):74–83, 2011
COLLABORATIVE 
AGILE RESEARCH 
My own example 
13
14 
SOFTWARE PRODUCTIVITY IS A GENERAL 
STRATEGIC CONCERN IN SEVERAL 
INDUSTRIAL SECTORS
OVERVIEW OF MY 
DOCTORAL STUDIES 
Phase I Phase II Phase III 
Multiple-case studies on Agile 
team productivity definitions and 
agile team productivity factors 
2010-2011 
Survey 
on Agile productivity 
expectations 
and benefits 
2011-2012 
Action research for 
exploring and assessing 
productivity monitoring and 
measurement in agile teams 
2012-2013 
Warm-up 
studies on Agile 
methods impact on 
productivity 
2009-2010 
Study of software 
productivity 
definitions, factors 
and metrics 
2009-2010 
Study of Agile productivity 
metrics and performance 
monitoring, measurement 
dysfunctions, and monitoring in 
self-managed teams 
2011-2012 
P1,P2 
P4, P6, 
P7, P9 
P3 
IR1 
P5, P8 
IR2 
August 2009 March 2013 
Research study 
Paper 
Industry report 
In collaboration with Norwegian University of Science 
and Technology 
15
16 
16 
NVivo 9 
• 6-Month Interviews transcribed 
in 400 pages + Observation 
notes + Artifacts 
• Research and data source 
triangulation, incrementally 
analyzed in 12 months 
• Conceptual framework 
developed in the first months. 
Updated in the last months. 
ANALYZING QUALITATIVE DATA
17 
Better researcher by working on relevant 
problems, 
better practitioner by identifying and applying 
scientific methods 
Anna Sandberg, Lars Pareto and Thomas Arts. Agile collaborative research: 
Action principles for industry-academia collaboration. IEEE Software, 28(4):74–83, 2011
RESEARCH IMPACT PROXIES 
18 
10 
conference 
articles 
2 
Journal 
papers 
4 
Book 
chapters 
Agile Alliance 
global group 
- 
Single 
participant from 
the Global South 
Big agile 
project rescue 
Data 
supported a 
Master 
Thesis 
6 courses/ 
tutorials 
for the 
community 
ESE new 
course at 
IME-USP 
South 
America, 
North 
America, 
Europe 
Middle East
19 
19 
GROUPS INVOLVED 
4+
OTHER EXAMPLES 
20
APPLIED RESEARCH EXAMPLE: PAIR PROGRAMMING 
Principles for 
selecting pairs 
Practical advise for 
teams 
7 habits of highly 
effective pairs 
21
PRINCIPLES 
Based on Principles of canonical action research. Robert M. Davison, Maris G. 
Martinsons, Ned Kock. 
22
Principle of the 
Researcher–Client 
Agreement 
23
Principle of Cyclical 
Process Model 
24
Principle of Theory 
25
Principle of Change 
through Action 
26
Principle of Learning 
through Reflection 
27
OTHER COMMENTS 
28
PERSONALITY STYLES – 
DISC MODEL 
CAUTIOUSNESS 
D 
I S 
C 
DOMINANCE 
INFLUENCING STABILITY
Cross-training, T-shape
“If we knew what it was we were 
doing, it would not be called 
research, would it?” 
- Einstein 
31
OBRIGADA 
Questions? 
claudia@ime.usp.br 
cmelo@thoughtworks.com 
claudiameloprof.wordpress.com 
@claudia_melo

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Collaborative Agile Research, por Claudia Melo

  • 1. COLLABORATIVE AGILE RESEARCH BCC 40 ANOS Dr. Claudia Melo
  • 2. • Director of Tecnology, ThoughtWorks América Latina • Ph.D. In Computer Science, IME-USP • Fellow researcher@IME-USP • 15 years in SW DEV • 10 years educating 3 CLAUDIA MELO
  • 6. “Innovation diffusion or value chains that transfer basic research to commercial applications via research institutes and startups are insufficient for current industry challenges and research goals” 7 Anna Sandberg, Lars Pareto and Thomas Arts. Agile collaborative research: Action principles for industry-academia collaboration. IEEE Software, 28(4):74–83, 2011
  • 7. Scott Ambler, 2009. http://www.agilemodeling.com/essays/proof.htm INNOVATION DIFFUSION
  • 8. 9 “Closing the gap between research and practice by encouraging a stronger emphasis on methodological rigor while focusing on relevance for practice” Barbara A. Kitchenham, Tore Dyba, and Magne Jorgensen. 2004. Evidence-Based Software Engineering. In Proceedings of the 26th International Conference on Software Engineering (ICSE '04). IEEE Computer Society, Washington, DC, USA, 273-281.
  • 9. LACK OF EMPIRICAL EVIDENCE 10
  • 10. In theory, theory and practice are the same. In practice, they are not. - Einstein 11
  • 11. 12 Anna Sandberg, Lars Pareto and Thomas Arts. Agile collaborative research: Action principles for industry-academia collaboration. IEEE Software, 28(4):74–83, 2011
  • 12. COLLABORATIVE AGILE RESEARCH My own example 13
  • 13. 14 SOFTWARE PRODUCTIVITY IS A GENERAL STRATEGIC CONCERN IN SEVERAL INDUSTRIAL SECTORS
  • 14. OVERVIEW OF MY DOCTORAL STUDIES Phase I Phase II Phase III Multiple-case studies on Agile team productivity definitions and agile team productivity factors 2010-2011 Survey on Agile productivity expectations and benefits 2011-2012 Action research for exploring and assessing productivity monitoring and measurement in agile teams 2012-2013 Warm-up studies on Agile methods impact on productivity 2009-2010 Study of software productivity definitions, factors and metrics 2009-2010 Study of Agile productivity metrics and performance monitoring, measurement dysfunctions, and monitoring in self-managed teams 2011-2012 P1,P2 P4, P6, P7, P9 P3 IR1 P5, P8 IR2 August 2009 March 2013 Research study Paper Industry report In collaboration with Norwegian University of Science and Technology 15
  • 15. 16 16 NVivo 9 • 6-Month Interviews transcribed in 400 pages + Observation notes + Artifacts • Research and data source triangulation, incrementally analyzed in 12 months • Conceptual framework developed in the first months. Updated in the last months. ANALYZING QUALITATIVE DATA
  • 16. 17 Better researcher by working on relevant problems, better practitioner by identifying and applying scientific methods Anna Sandberg, Lars Pareto and Thomas Arts. Agile collaborative research: Action principles for industry-academia collaboration. IEEE Software, 28(4):74–83, 2011
  • 17. RESEARCH IMPACT PROXIES 18 10 conference articles 2 Journal papers 4 Book chapters Agile Alliance global group - Single participant from the Global South Big agile project rescue Data supported a Master Thesis 6 courses/ tutorials for the community ESE new course at IME-USP South America, North America, Europe Middle East
  • 18. 19 19 GROUPS INVOLVED 4+
  • 20. APPLIED RESEARCH EXAMPLE: PAIR PROGRAMMING Principles for selecting pairs Practical advise for teams 7 habits of highly effective pairs 21
  • 21. PRINCIPLES Based on Principles of canonical action research. Robert M. Davison, Maris G. Martinsons, Ned Kock. 22
  • 22. Principle of the Researcher–Client Agreement 23
  • 23. Principle of Cyclical Process Model 24
  • 25. Principle of Change through Action 26
  • 26. Principle of Learning through Reflection 27
  • 28. PERSONALITY STYLES – DISC MODEL CAUTIOUSNESS D I S C DOMINANCE INFLUENCING STABILITY
  • 30. “If we knew what it was we were doing, it would not be called research, would it?” - Einstein 31
  • 31. OBRIGADA Questions? claudia@ime.usp.br cmelo@thoughtworks.com claudiameloprof.wordpress.com @claudia_melo