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Agile Business Analysis – The




                                10/26/2011
Changing Role of Business
Analysts in Agile Software
Development
Nari Kannan
Chief Executive Officer
appsparq, Inc.
www.appsparq.com
                                  1
Agenda
•   Software Development – Theory and Practice
•   Evolution of Software Development Methodologies




                                                                    10/26/2011
•   The What, Why, Who, When, How of Agile Development
•   Problems with Traditional Business Analysis
•   Hybrid Waterfall/Agile Models – Having the Cake and Eating it
    Too
•   Business Analysis – Oil and Water or Recipe for Success?
•   Agile Business Analysis – Challenges and Opportunities
•   My Own Experiences So Far With Agile
•   Conclusion
•   Q&A                                                               2
Some Caveats
• Business Analysis Can Span many disciplines:
  •   Process Analysis and Improvement




                                                 10/26/2011
  •   Strategic Planning
  •   Organizational Change
  •   Policy Development and Implementation
  •   Business Systems Analysis (BSA)

• Scope of this talk is only with BSAs
  •   Enterprise Analysis
  •   Requirements Planning and Management
  •   Requirements Elicitation.
  •   Requirements Analysis                        3
  •   Requirements Communication
  •   Solution Assessment and Validation
Software Development –
Theory and Practice




                         10/26/2011
                           4
10/26/2011
5
Software Development –
Theory and Practice




                                             10/26/2011
• Software Development is Hard

• Getting it Wrong Happens more often than
  Getting It Right!

• Methodologies have been constantly
  Evolving!                                    6
Evolution of Software
Development Methodologies
• Programming the Machine Physically




                                                                    10/26/2011
• Punch Cards

• Structured Programming – Fortran2, COBOL

• Software Development Life Cycle (SDLC)

• Waterfall Model

• Agile Methodologies – Scrum, Extreme Programming, Hybrid Models
                                                                      7
• ???
Evolution of Software
Development Methodologies




                                       10/26/2011
        The problem is that we don’t
        know where we are currently!
                                         8
The What




    10/26/2011
9
The What
• What is Agile Software Development?
  • Iteration!




                                                                  10/26/2011
• The Agile Manifesto states:
  • We are uncovering better ways of developing software
    by doing it and helping others do it. Through this work
    we have come to value:
     • Individuals and interactions over processes and tools
     • Working software over comprehensive documentation
     • Customer collaboration over contract negotiation
     • Responding to change over following a plan
  • That is, while there is value in the items on the right, we
    value the items on the left more.                             10
The Why




     10/26/2011
11
The Why
• The Problem with Requirements!




                                   10/26/2011
                                   12
The Why
• Users think they are Communicating
  Perfectly!




                                          10/26/2011
• Developers think they have understood
  Perfectly!
• Huge Communication Gaps!
• The World Changes, The Business and
  Requirements Change!
• “Adaptive Methods” nimbler than         13
  “Predictive Methods”
The Why




                                 10/26/2011
                                 14


Courtesy: Russell Miles - Blog
The Why
• Value of Iteration
  • Assumes that there is a Gap between Users’ Needs and Their




                                                                       10/26/2011
    expressed “Wants” – Requirements Gap!
  • Gap is narrowed by iterating – Get the user a version and asking
    the question – Is this what you meant?
                                            Methodology 3
  • Constant Course-Corrections!
                                              Finish   Agile


                                                       Methodology 1



                                 Cancelled!
      Start                  Methodology 2                             15
The Who
• What Software Development Efforts are suitable for Agile
  Methodologies?




                                                                 10/26/2011
  • Almost All!

  • Well Understood Domains, Applications, Ports from Existing
    Applications To Other Platforms

  • Fast Changing Businesses, Unclear Requirements – Better
    Candidates!

  • Short Development Cycle, Long Development Cycle – all Good   16
    Candidates!
The Who
• Organizations that are not well organized with “Good Conduct
  of Other Methodologies”




                                                                              10/26/2011
  • Waterfall Model
     • Theory – Comprehensive and Clear Requirements
     • Reality – Some Requirements Well Thought-Out, Some-Last Minute
       “Scribbles”
     • Agile Fix – Iteration Fine Tunes Requirements by seeing Deliverables

     • Theory – Thorough Review of Design
     • Reality – “What the heck is a Three Tier Architecture!?”
     • Agile Fix – Software Code is something I understand as a User

     • Theory – Thorough Review of Quality in One Shot
     • Reality – Coding Overran by Two Months – You have One week to
       test instead of three months like we planned!”                         17
     • Agile Fix – Software Gets Tested Six Times Over the course of the
       Project!
The When
• Users, Development Teams all need to
  • Understand WHY Agile works!




                                                                 10/26/2011
  • Buy into it completely!
  • Be Comfortable with Software that is Work In Progress and
    understand that they have a say in where it is going!

• New Projects

• Projects that are Off The Rails
  • First Validate Communication of Overall Goals, Domain
    Information between all
  • Re-plan Milestones and Deliverables with Frequent Releases   18
The How
• Agile Methods

      •   Agile Modeling




                                                                                               10/26/2011
      •   Agile Unified Process (AUP) – Agile Version of Rational Unified Process
      •   Dynamic Systems Development Method (DSDM) – Agile RAD
      •   Essential Unified Process (EssUP) – Another Agile Version of RUP
      •   Extreme Programming (XP) – Traditional Models taken to “Extreme”
      •   Feature Driven Development (FDD) – Plan and Build by Feature
      •   Open Unified Process (OpenUP) - Another Agile Version of RUP
      •   Scrum – Comes from Product Development World

• Agile Practices

      •   Test Driven Development (TDD) – Automated Tests and Development Interleaved
      •   Behavior Driven Development (BDD) – Emphasizes all Stakeholders, not just Testing
      •   Code Refactoring – Improving Code within without changing Behavior of Code
      •   Continuous Integration – Testing and Bug Fixing don’t wait till all of Development
      •   Pair Programming – Two Programmers alternating as Coder and Reviewer                 19
      •   Planning poker – Estimation Technique with Developers Playing Estimation Poker
      •   RITE Method – Rapid Iterative Testing and Evaluation
The How - Mechanics of Agile
Methods
• Daily Stand Up Meeting
  • 15 Minute Meeting in which everyone Stands




                                                                             10/26/2011
  • Goals are:
     • Share Commitment
     • Communicate daily status, progress, and plans to the team and any
       observers
     • Identify obstacles so that the team can take steps to remove them
     • Set direction and focus
     • Build a team
  • Documentation Principles
     • The fundamental issue is communication, not documentation.
     • Agilists write documentation only if that's the best way to achieve
       the relevant goals.                                                   20
The How - Mechanics of Agile
Methods
• Documentation Principles
  • Document stable things, not speculative things.




                                                                     10/26/2011
  • Evolutionary approach to documentation development
  • Prefer executable work products such as customer tests and
    developer tests over static work products such as plain old
    documentation (POD).
  • Documentation should be concise: overviews/roadmaps are
    generally preferred over detailed documentation.
  • Documentation should be just barely good enough.
  • Your team’s primary goal is to develop software, its secondary
    goal is to enable your next effort.
  • Update documentation only when it hurts.
                                                                     21
Problems With Traditional
Business Analysis




                            10/26/2011
                            22
Potential Problems with
Traditional Business Analysis
• Not Having the Right Skills.




                                                    10/26/2011
• Undue Project Influence.
• Can be out of date.
• Can act as a Communication Barrier.
• Can reduce Direct Stakeholder Influence.
• Over Analysis
• Can reduce Opportunities for Developers to Gain
  Communication Skills.                             23
Problems with Agile
• In Practice No One Agile Software Development Methodology
  Works in All Cases




                                                              10/26/2011
• Build a Hybrid Agile Methodology Based on:
  • How Formal is Your Organization Currently?
     • Many Business Analysts?
     • Rigorous Vs. Shoot From The Hip?
     • What is the Path of Least Resistance?




                                                              24
Agile Business Analysis – Oil and Water?
or Recipe for Success?
• Why Hybrid Models?

  • Pure Agile Methods as ineffective as Pure Waterfall Methods in many




                                                                                     10/26/2011
    cases
     • Sometimes “Agile Rituals” become Rituals for Rituals Sake – People get
       hung up on the mechanics and forget the spirit!
     • Bridging the Communication Gap is the whole Idea behind Agile!

  • Pure Agile does not work well for Distributed Software Development
     • Time Zone Differences amplify difficulty in having daily Stand Up
       Meetings
     • Organizations fall back on Weekly Releases and Meetings

  • Pure Agile does not work well in Outsourcing Situations
     • Clients complain about Teams on Endless Time & Materials Basis
     • Service Providers complain about Scope Creep if it is a Fixed Price Project
     • Theory of Agile works well in Outsourcing but not Practice!                   25
Our Development Process - Hybrid Waterfall-Agile Methodology
Start
        Requirements
        Gathering                                Client


                                     Questions/Clarifications




                                                                                                                     10/26/2011
               Functional Specification        Technical Specification        Technical Architecture


                                           Questions/Clarifications            Client


                                          High Level Design Document

   Periodic Builds (Weekly, Every 10                        Periodic Builds (Weekly, Every 10          ……….
   Days, or Frequent Planned Releases)                      Days, or Frequent Planned Releases)


    Client          Feedback/Defects/Tickets              Client          Feedback/Defects/Tickets


                                                                                                       Client Testing
                 Out of Scope? – Change Order                      Out of Scope? – Change Order        and Acceptance 26


                                                                                                            Finish
Our Process For Repairing Off-Track Software Projects
Start
        Communication
        Completeness Check                                                                    Client
                                         Requirements Document (If Any)

                                         Functional Specifications (If Any)       Questions/Clarifications




                                                                                                                      10/26/2011
                                         Technical Specifications (If Any)

                                         Technical Architecture (If Any)

                                         Existing Project Plan (If Any)

                                    Review of Personnel, Technology Needs - Re-planned Project
                                    Plan with New Milestones and Deliverables

   Periodic Builds (Weekly, Every 10                   Periodic Builds (Weekly, Every 10               ……….
   Days, or Frequent Planned Releases)                 Days, or Frequent Planned Releases)


    Client         Feedback/Defects/Tickets           Client          Feedback/Defects/Tickets


                                                                                                       Client Testing
                 Out of Scope? – Change Order                  Out of Scope? – Change Order            and Acceptance 27


                                                                                                             Finish
Agile Business Analysis –
Challenges and Opportunities
• Challenges
  • Increasing Adoption of Agile Methodologies




                                                                     10/26/2011
  • Rapid Technology and Business Change
  • Disillusionment with Traditional Systems Analysis and Software
    Development

• Opportunities
  • Hybrid Models are proving that Business Analysis is needed
    upfront
  • Increasing Software Development Outsourcing and Distributed
    Teams need Formal Approaches to Systems Development
  • BAs have the opportunity to understand, embrace, adopt and
                                                                     28
    adapt Agile Methodologies into their function.
My Own Experiences So Far
With Agile
• Previous Company – Ajira Technologies, Inc.
  • 4 Software Products, 4 Versions Each, Average of 30 Builds Each




                                                                      10/26/2011
    Version, 6 Years
  • Small Engineering Team in India, the same team working on all
    products, a Build every 10 days or so
  • Stand Up Meeting after each Build but all Communications
    Mechanisms Used – Skype Daily, Team Webex/Conference Call
    every 10 days, Personal Visit Every 3 months or so.

• Our Processes
  • Using Agile in Every Project – Old or New
  • Significant changes in Delivery Predictability and Results
                                                                      29
  • Communication Problems Fixed First – Results Followed!
Conclusions




                                                                      10/26/2011
• Business Analysis is Changing and BAs Worried about the
  effect of Agile Development Methodologies.



• Pure Agile does not work with Distributed Teams!
  • Golden opportunity for BAs to understand, adopt and adapt Agile
    Software Development and redefine a new discipline – Agile
    Business Analysis

                                                                      30
Conclusions
• Agile Business Analysis Needs Commitment from all
  Stakeholders including BAs




                                                      10/26/2011
• Agile for Agile’ s sake not very successful!



                                                      31
Q&A
• Contact Information
  • Nari Kannan




                        10/26/2011
  • nari@appsparq.com
  • 502.749.3049




                        32

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Agile business analysis the changing role of business analysts in agile software development

  • 1. Agile Business Analysis – The 10/26/2011 Changing Role of Business Analysts in Agile Software Development Nari Kannan Chief Executive Officer appsparq, Inc. www.appsparq.com 1
  • 2. Agenda • Software Development – Theory and Practice • Evolution of Software Development Methodologies 10/26/2011 • The What, Why, Who, When, How of Agile Development • Problems with Traditional Business Analysis • Hybrid Waterfall/Agile Models – Having the Cake and Eating it Too • Business Analysis – Oil and Water or Recipe for Success? • Agile Business Analysis – Challenges and Opportunities • My Own Experiences So Far With Agile • Conclusion • Q&A 2
  • 3. Some Caveats • Business Analysis Can Span many disciplines: • Process Analysis and Improvement 10/26/2011 • Strategic Planning • Organizational Change • Policy Development and Implementation • Business Systems Analysis (BSA) • Scope of this talk is only with BSAs • Enterprise Analysis • Requirements Planning and Management • Requirements Elicitation. • Requirements Analysis 3 • Requirements Communication • Solution Assessment and Validation
  • 4. Software Development – Theory and Practice 10/26/2011 4
  • 6. Software Development – Theory and Practice 10/26/2011 • Software Development is Hard • Getting it Wrong Happens more often than Getting It Right! • Methodologies have been constantly Evolving! 6
  • 7. Evolution of Software Development Methodologies • Programming the Machine Physically 10/26/2011 • Punch Cards • Structured Programming – Fortran2, COBOL • Software Development Life Cycle (SDLC) • Waterfall Model • Agile Methodologies – Scrum, Extreme Programming, Hybrid Models 7 • ???
  • 8. Evolution of Software Development Methodologies 10/26/2011 The problem is that we don’t know where we are currently! 8
  • 9. The What 10/26/2011 9
  • 10. The What • What is Agile Software Development? • Iteration! 10/26/2011 • The Agile Manifesto states: • We are uncovering better ways of developing software by doing it and helping others do it. Through this work we have come to value: • Individuals and interactions over processes and tools • Working software over comprehensive documentation • Customer collaboration over contract negotiation • Responding to change over following a plan • That is, while there is value in the items on the right, we value the items on the left more. 10
  • 11. The Why 10/26/2011 11
  • 12. The Why • The Problem with Requirements! 10/26/2011 12
  • 13. The Why • Users think they are Communicating Perfectly! 10/26/2011 • Developers think they have understood Perfectly! • Huge Communication Gaps! • The World Changes, The Business and Requirements Change! • “Adaptive Methods” nimbler than 13 “Predictive Methods”
  • 14. The Why 10/26/2011 14 Courtesy: Russell Miles - Blog
  • 15. The Why • Value of Iteration • Assumes that there is a Gap between Users’ Needs and Their 10/26/2011 expressed “Wants” – Requirements Gap! • Gap is narrowed by iterating – Get the user a version and asking the question – Is this what you meant? Methodology 3 • Constant Course-Corrections! Finish Agile Methodology 1 Cancelled! Start Methodology 2 15
  • 16. The Who • What Software Development Efforts are suitable for Agile Methodologies? 10/26/2011 • Almost All! • Well Understood Domains, Applications, Ports from Existing Applications To Other Platforms • Fast Changing Businesses, Unclear Requirements – Better Candidates! • Short Development Cycle, Long Development Cycle – all Good 16 Candidates!
  • 17. The Who • Organizations that are not well organized with “Good Conduct of Other Methodologies” 10/26/2011 • Waterfall Model • Theory – Comprehensive and Clear Requirements • Reality – Some Requirements Well Thought-Out, Some-Last Minute “Scribbles” • Agile Fix – Iteration Fine Tunes Requirements by seeing Deliverables • Theory – Thorough Review of Design • Reality – “What the heck is a Three Tier Architecture!?” • Agile Fix – Software Code is something I understand as a User • Theory – Thorough Review of Quality in One Shot • Reality – Coding Overran by Two Months – You have One week to test instead of three months like we planned!” 17 • Agile Fix – Software Gets Tested Six Times Over the course of the Project!
  • 18. The When • Users, Development Teams all need to • Understand WHY Agile works! 10/26/2011 • Buy into it completely! • Be Comfortable with Software that is Work In Progress and understand that they have a say in where it is going! • New Projects • Projects that are Off The Rails • First Validate Communication of Overall Goals, Domain Information between all • Re-plan Milestones and Deliverables with Frequent Releases 18
  • 19. The How • Agile Methods • Agile Modeling 10/26/2011 • Agile Unified Process (AUP) – Agile Version of Rational Unified Process • Dynamic Systems Development Method (DSDM) – Agile RAD • Essential Unified Process (EssUP) – Another Agile Version of RUP • Extreme Programming (XP) – Traditional Models taken to “Extreme” • Feature Driven Development (FDD) – Plan and Build by Feature • Open Unified Process (OpenUP) - Another Agile Version of RUP • Scrum – Comes from Product Development World • Agile Practices • Test Driven Development (TDD) – Automated Tests and Development Interleaved • Behavior Driven Development (BDD) – Emphasizes all Stakeholders, not just Testing • Code Refactoring – Improving Code within without changing Behavior of Code • Continuous Integration – Testing and Bug Fixing don’t wait till all of Development • Pair Programming – Two Programmers alternating as Coder and Reviewer 19 • Planning poker – Estimation Technique with Developers Playing Estimation Poker • RITE Method – Rapid Iterative Testing and Evaluation
  • 20. The How - Mechanics of Agile Methods • Daily Stand Up Meeting • 15 Minute Meeting in which everyone Stands 10/26/2011 • Goals are: • Share Commitment • Communicate daily status, progress, and plans to the team and any observers • Identify obstacles so that the team can take steps to remove them • Set direction and focus • Build a team • Documentation Principles • The fundamental issue is communication, not documentation. • Agilists write documentation only if that's the best way to achieve the relevant goals. 20
  • 21. The How - Mechanics of Agile Methods • Documentation Principles • Document stable things, not speculative things. 10/26/2011 • Evolutionary approach to documentation development • Prefer executable work products such as customer tests and developer tests over static work products such as plain old documentation (POD). • Documentation should be concise: overviews/roadmaps are generally preferred over detailed documentation. • Documentation should be just barely good enough. • Your team’s primary goal is to develop software, its secondary goal is to enable your next effort. • Update documentation only when it hurts. 21
  • 22. Problems With Traditional Business Analysis 10/26/2011 22
  • 23. Potential Problems with Traditional Business Analysis • Not Having the Right Skills. 10/26/2011 • Undue Project Influence. • Can be out of date. • Can act as a Communication Barrier. • Can reduce Direct Stakeholder Influence. • Over Analysis • Can reduce Opportunities for Developers to Gain Communication Skills. 23
  • 24. Problems with Agile • In Practice No One Agile Software Development Methodology Works in All Cases 10/26/2011 • Build a Hybrid Agile Methodology Based on: • How Formal is Your Organization Currently? • Many Business Analysts? • Rigorous Vs. Shoot From The Hip? • What is the Path of Least Resistance? 24
  • 25. Agile Business Analysis – Oil and Water? or Recipe for Success? • Why Hybrid Models? • Pure Agile Methods as ineffective as Pure Waterfall Methods in many 10/26/2011 cases • Sometimes “Agile Rituals” become Rituals for Rituals Sake – People get hung up on the mechanics and forget the spirit! • Bridging the Communication Gap is the whole Idea behind Agile! • Pure Agile does not work well for Distributed Software Development • Time Zone Differences amplify difficulty in having daily Stand Up Meetings • Organizations fall back on Weekly Releases and Meetings • Pure Agile does not work well in Outsourcing Situations • Clients complain about Teams on Endless Time & Materials Basis • Service Providers complain about Scope Creep if it is a Fixed Price Project • Theory of Agile works well in Outsourcing but not Practice! 25
  • 26. Our Development Process - Hybrid Waterfall-Agile Methodology Start Requirements Gathering Client Questions/Clarifications 10/26/2011 Functional Specification Technical Specification Technical Architecture Questions/Clarifications Client High Level Design Document Periodic Builds (Weekly, Every 10 Periodic Builds (Weekly, Every 10 ………. Days, or Frequent Planned Releases) Days, or Frequent Planned Releases) Client Feedback/Defects/Tickets Client Feedback/Defects/Tickets Client Testing Out of Scope? – Change Order Out of Scope? – Change Order and Acceptance 26 Finish
  • 27. Our Process For Repairing Off-Track Software Projects Start Communication Completeness Check Client Requirements Document (If Any) Functional Specifications (If Any) Questions/Clarifications 10/26/2011 Technical Specifications (If Any) Technical Architecture (If Any) Existing Project Plan (If Any) Review of Personnel, Technology Needs - Re-planned Project Plan with New Milestones and Deliverables Periodic Builds (Weekly, Every 10 Periodic Builds (Weekly, Every 10 ………. Days, or Frequent Planned Releases) Days, or Frequent Planned Releases) Client Feedback/Defects/Tickets Client Feedback/Defects/Tickets Client Testing Out of Scope? – Change Order Out of Scope? – Change Order and Acceptance 27 Finish
  • 28. Agile Business Analysis – Challenges and Opportunities • Challenges • Increasing Adoption of Agile Methodologies 10/26/2011 • Rapid Technology and Business Change • Disillusionment with Traditional Systems Analysis and Software Development • Opportunities • Hybrid Models are proving that Business Analysis is needed upfront • Increasing Software Development Outsourcing and Distributed Teams need Formal Approaches to Systems Development • BAs have the opportunity to understand, embrace, adopt and 28 adapt Agile Methodologies into their function.
  • 29. My Own Experiences So Far With Agile • Previous Company – Ajira Technologies, Inc. • 4 Software Products, 4 Versions Each, Average of 30 Builds Each 10/26/2011 Version, 6 Years • Small Engineering Team in India, the same team working on all products, a Build every 10 days or so • Stand Up Meeting after each Build but all Communications Mechanisms Used – Skype Daily, Team Webex/Conference Call every 10 days, Personal Visit Every 3 months or so. • Our Processes • Using Agile in Every Project – Old or New • Significant changes in Delivery Predictability and Results 29 • Communication Problems Fixed First – Results Followed!
  • 30. Conclusions 10/26/2011 • Business Analysis is Changing and BAs Worried about the effect of Agile Development Methodologies. • Pure Agile does not work with Distributed Teams! • Golden opportunity for BAs to understand, adopt and adapt Agile Software Development and redefine a new discipline – Agile Business Analysis 30
  • 31. Conclusions • Agile Business Analysis Needs Commitment from all Stakeholders including BAs 10/26/2011 • Agile for Agile’ s sake not very successful! 31
  • 32. Q&A • Contact Information • Nari Kannan 10/26/2011 • nari@appsparq.com • 502.749.3049 32