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Liberating the Essence from
the Burden of the Whole:
A Renaissance in Lean Thinking
Dr Ivar Jacobson
with Ian Spence
ivar@ivarjacobson.com
2 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
A Renaissance in Lean Thinking
"In every block of marble I see a statue as plain as though it stood before me,
shaped and perfect in attitude and action. I have only to hew away the rough
walls that imprison the lovely apparition to reveal it to the other eyes as mine
see it."—Michelangelo
3 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
It’s more than finding the statue…..
It is capturing the essence.
4 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
That allows our desired system to grow…
…and evolve.
5 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
The Essence must be manifest in something concrete:
A Kernel
Executable
6 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
A Kernel
Executable
So we need an executable starting point
Executable
-- imperative, thus start to
build the skinny system
-- and don’t major in paper-ware
7 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Executable
We also need a blueprint for growth?
A Kernel
Executable
-- imperative, thus start to
-- build the skinny system
-- and don’t major in paper-ware
A Blueprint for growth
-- allows graceful evolution over
the lifecycle
-- it is a map showing the
potential evolution
8 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Executable
And principles and values?
A Kernel
A Blueprint for growth
-- allows graceful evolution over
the lifecycle
-- it is a map showing the
potential evolution
Principles and values
-- direct the evolution in the right
way
Executable
-- imperative, thus start to
-- build the skinny system
-- and don’t major in paper-ware
9 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Make sure the end result is still small and focused….
…so small that we can call it a kernel.
10 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Agenda
•  Applying the Kernel Idea
•  Simplifying and focusing business models
•  Building Software Products
•  Re-engineering your way of working
•  Wrap Up - A Renaissance in Lean Thinking
11 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Agenda
•  Applying the Kernel Idea
•  Simplifying and focusing business models
•  Building Software Products
•  Re-engineering processes/methods
•  Wrap Up - A Renaissance in Lean Thinking
12 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Typical business modeling
13 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
New business modeling
Find
the kernel
and enable the
future
14 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
What is your core business?
Executable
A Kernel
A Blueprint for growth
-- More businesses - cell
structure, franchised, etc.?
-- More products?
Principles and values
-- An IKEA or an Italian craftsman?
-- An innovator or a follower?
-- Like Google or like a hedge fund?
Executable
-- Create a lightweight process
that focus on the essentials
and enable the core business
to execute.
15 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Put your kernel into action
Empower people to fill in the gaps.
Start lean and stay lean.
16 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
The Software is the Business –
develop your IT alongside developing your Business
•  One slice at the time – iteration by iteration
Business Modeling
Use-Cases
(including Test)
Implementation
(code)
Software Development
Business
Use-Cases Seamless
17 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Agenda
•  Applying the Kernel Idea
•  Simplifying and focusing business models
•  Building Software Products
•  Re-engineering your way of working
•  Wrap Up - A Renaissance in Lean Thinking
18 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Applying the kernel idea to software systems
Architecture and the essence of an application system
19 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Start from a minimal executable system and
grow the application from its kernel
•  Build a skinny system to demonstrate that you have
eliminated all critical risks
•  Add more capabilities on top of that skinny system
Skinny System Full Fledged System
Think big, build in many steps
20 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Maintain an architectural blueprint to shape the system
and ensure everyone is on the same page
•  An architecture without executable code is a hallucination
•  Executable code without an architecture is ????
•  Focus on the skinny system:
•  whilst understanding how it will grow
Skinny System Full Fledged System
Architectural
Blue Print
Start to build a skinny system,
add muscles in later steps
21 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Stick to your principles whilst allowing the system
and its architecture to evolve
•  An architecture is more than a schematic
•  Good architectures establish the principles for the
evolution of the system
Skinny System
Architectural
Blue Print
Understanding the architectural principles
allows the architecture to evolve.
Architectural
Principles
22 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
From Arpanet to the Internet
“The Internet and its architecture have grown in
evolutionary fashion from modest beginnings, rather
than from a Grand Plan.”
Some internet architectural values:
•  Connectivity for all
•  User empowerment
•  Freedom of information
•  Intelligence is end-to-end not
centralized
Tim Berners Lee provided the
blueprint in 1990: The
“WorldWideWeb“ a "web" of
"hypertext documents" to be
viewed by "browsers" using a
client–server architecture.
23 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Agenda
•  Applying the Kernel Idea
•  Simplifying and focusing business models
•  Building Software Products
•  Re-engineering your way of working
•  Wrap Up - A Renaissance in Lean Thinking
24 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Being in the software development business
Everyone of us knows how to
develop our software,
but as a community we have no
widely accepted common ground
25 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
A CASE FOR ACTION STATEMENT
•  Software engineering is gravely hampered today by
immature practices. Specific problems include:
–  The prevalence of fads more typical of fashion industry than of an
engineering discipline.
–  The lack of a sound, widely accepted theoretical basis.
–  The huge number of methods and method variants, with
differences little understood and artificially magnified.
–  The lack of credible experimental evaluation and validation.
–  The split between industry practice and academic research.
26 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
CASE FOR ACTION STATEMENT cont’d
•  We support a process to refound software engineering
based on a solid theory, proven principles and best
practices that:
–  Include a kernel of widely-agreed elements, extensible for specific
uses
–  Addresses both technology and people issues
–  Are supported by industry, academia, researchers and users
–  Support extension in the face of changing requirements and
technology
This is the Grand Vision
27 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
CASE FOR ACTION STATEMENT cont’d
•  We support a process to refound software engineering
based on a solid theory, proven principles and best
practices that:
–  Include a kernel of widely-agreed elements, extensible for specific
uses
–  Addresses both technology and people issues
–  Are supported by industry, academia, researchers and users
–  Support extension in the face of changing requirements and
technology
This is the Grand Vision
Perfection is achieved, not when there is
nothing more to add, but when there is
nothing left to take away.
Antoine de Saint-Exupery
French writer (1900 - 1944)
28 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
A Key Principle: Agile in working with methods
•  Empower the practitioner. The method used by the team should
be relevant to every team member.
•  Empower the team. The most appropriate method emerges from
the team itself.
•  Evolve the method. The best method to start from is the one the
team already has. Focus on the essentials.
29 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
The Kernel presents a standard blueprint
for software development
•  The Kernel should be harvested from a large number of methods
•  The Kernel is practice and method agnostic.
•  The Kernel includes elements which are universal for all software
development efforts.
Kernel
The Kernel includes the essence of software engineering
Requirements
Software
System
Work
Team
Includes
elements
such as
30 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Inside the Kernel
Solution
Endeavor
provide
performs and plans
fulfils
produces
focuses
support
useand
consume
Scopesand
constrains
setupto
address
software
system
team
stakeholders
requirements
opportunity
work
way of
working
Customer
software
system
Demonstrable
Usable
Ready
Operational
SoftwareSystem
demonstrates quality characteristics
required
accepted for operational deployment
in use in an operational environment
Architecture
Selected
Retired
addresses the key technical risks and any
constraints
proves architecture, concept and supports
testing
no longer supported
31 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Inside the Kernel
Solution
Endeavor
provide
performs and plans
fulfils
produces
focuses
support
useand
consume
Scopesand
constrains
setuptoaddress
software
system
team
stakeholders
requirements
opportunity
work
way of
working
Customer
There will be a
Standard Kernel
32 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Surely software development can’t be that complicated
The Kernel provides a skinny system
33 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Most importantly the kernel is result-focused to make it
executable...
...and help you understand progress, targets and
project health
Each state defines
an extensible check
list.
34 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Re-engineering your software process:
Rule Financial
assembled into
assembled into
Project: rulebook™
- a flexible set of lean and agile practices leading to lightweight
processes, tuned to meet your needs (see www.rulefinancial.com).
Defined Method
Exploratory Method
35 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Re-engineering your software process:
MunichRE
Define combinations
that occur frequently
Method adoption at project launch
1
Individual projects
can add additional
practices to their
Way of Working
2
Iterative
Essentials
Architecture
Essentials
Use-Case
Essentials
Team
Essentials
Component
Essentials
Funding
Modeling
Essentials
UX
Essentials
PM for
Iterative
36 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Introducing SEMAT:
SOFTWARE ENGINEERING METHOD AND THEORY
Practices
Use CaseArchitecture ComponentIteration
Software
Development
Kernel
Theory
Developers
Testers
Analysts
Leaders
Practitioners
are the target
group
•  The Semat solution in a nutshell
www.semat.org
Method
37 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
The kernel has many other uses ….
All geared to helping teams be more successful
To bring people together
To plan your moves To avoid problems
38 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Agenda
•  Applying the Kernel Idea
•  Simplifying and focusing business models
•  Building Software Products
•  Re-engineering your way of working
•  Wrap Up - A Renaissance in Lean Thinking
39 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
The Kernel idea is a Generally Applicable Pattern
A Kernel
Redesign
of UMLSystems
Not just
Software
Businesses
Part of the Renaissance in Lean Thinking
Software
Systems
Processes/
Methods
40 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
The Kernel Pattern is part of the
Renaissance in Lean Thinking
“Liberating the Essence from the Burden of the Whole”
This is
smart!
Albert Einstein
“Things should be done as simple as possible –
but no simpler”
41 Copyright © 2011 Ivar Jacobson International SA. All rights reserved
Thank
You
Contact me at ivar@ivarjacobson.com
42 Copyright © 2011 Ivar Jacobson International SA. All rights reserved

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Liberating the Essence from the Burden of the Whole: A Renaissance in Lean Thinking

  • 1. Liberating the Essence from the Burden of the Whole: A Renaissance in Lean Thinking Dr Ivar Jacobson with Ian Spence ivar@ivarjacobson.com
  • 2. 2 Copyright © 2011 Ivar Jacobson International SA. All rights reserved A Renaissance in Lean Thinking "In every block of marble I see a statue as plain as though it stood before me, shaped and perfect in attitude and action. I have only to hew away the rough walls that imprison the lovely apparition to reveal it to the other eyes as mine see it."—Michelangelo
  • 3. 3 Copyright © 2011 Ivar Jacobson International SA. All rights reserved It’s more than finding the statue….. It is capturing the essence.
  • 4. 4 Copyright © 2011 Ivar Jacobson International SA. All rights reserved That allows our desired system to grow… …and evolve.
  • 5. 5 Copyright © 2011 Ivar Jacobson International SA. All rights reserved The Essence must be manifest in something concrete: A Kernel Executable
  • 6. 6 Copyright © 2011 Ivar Jacobson International SA. All rights reserved A Kernel Executable So we need an executable starting point Executable -- imperative, thus start to build the skinny system -- and don’t major in paper-ware
  • 7. 7 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Executable We also need a blueprint for growth? A Kernel Executable -- imperative, thus start to -- build the skinny system -- and don’t major in paper-ware A Blueprint for growth -- allows graceful evolution over the lifecycle -- it is a map showing the potential evolution
  • 8. 8 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Executable And principles and values? A Kernel A Blueprint for growth -- allows graceful evolution over the lifecycle -- it is a map showing the potential evolution Principles and values -- direct the evolution in the right way Executable -- imperative, thus start to -- build the skinny system -- and don’t major in paper-ware
  • 9. 9 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Make sure the end result is still small and focused…. …so small that we can call it a kernel.
  • 10. 10 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Agenda •  Applying the Kernel Idea •  Simplifying and focusing business models •  Building Software Products •  Re-engineering your way of working •  Wrap Up - A Renaissance in Lean Thinking
  • 11. 11 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Agenda •  Applying the Kernel Idea •  Simplifying and focusing business models •  Building Software Products •  Re-engineering processes/methods •  Wrap Up - A Renaissance in Lean Thinking
  • 12. 12 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Typical business modeling
  • 13. 13 Copyright © 2011 Ivar Jacobson International SA. All rights reserved New business modeling Find the kernel and enable the future
  • 14. 14 Copyright © 2011 Ivar Jacobson International SA. All rights reserved What is your core business? Executable A Kernel A Blueprint for growth -- More businesses - cell structure, franchised, etc.? -- More products? Principles and values -- An IKEA or an Italian craftsman? -- An innovator or a follower? -- Like Google or like a hedge fund? Executable -- Create a lightweight process that focus on the essentials and enable the core business to execute.
  • 15. 15 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Put your kernel into action Empower people to fill in the gaps. Start lean and stay lean.
  • 16. 16 Copyright © 2011 Ivar Jacobson International SA. All rights reserved The Software is the Business – develop your IT alongside developing your Business •  One slice at the time – iteration by iteration Business Modeling Use-Cases (including Test) Implementation (code) Software Development Business Use-Cases Seamless
  • 17. 17 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Agenda •  Applying the Kernel Idea •  Simplifying and focusing business models •  Building Software Products •  Re-engineering your way of working •  Wrap Up - A Renaissance in Lean Thinking
  • 18. 18 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Applying the kernel idea to software systems Architecture and the essence of an application system
  • 19. 19 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Start from a minimal executable system and grow the application from its kernel •  Build a skinny system to demonstrate that you have eliminated all critical risks •  Add more capabilities on top of that skinny system Skinny System Full Fledged System Think big, build in many steps
  • 20. 20 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Maintain an architectural blueprint to shape the system and ensure everyone is on the same page •  An architecture without executable code is a hallucination •  Executable code without an architecture is ???? •  Focus on the skinny system: •  whilst understanding how it will grow Skinny System Full Fledged System Architectural Blue Print Start to build a skinny system, add muscles in later steps
  • 21. 21 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Stick to your principles whilst allowing the system and its architecture to evolve •  An architecture is more than a schematic •  Good architectures establish the principles for the evolution of the system Skinny System Architectural Blue Print Understanding the architectural principles allows the architecture to evolve. Architectural Principles
  • 22. 22 Copyright © 2011 Ivar Jacobson International SA. All rights reserved From Arpanet to the Internet “The Internet and its architecture have grown in evolutionary fashion from modest beginnings, rather than from a Grand Plan.” Some internet architectural values: •  Connectivity for all •  User empowerment •  Freedom of information •  Intelligence is end-to-end not centralized Tim Berners Lee provided the blueprint in 1990: The “WorldWideWeb“ a "web" of "hypertext documents" to be viewed by "browsers" using a client–server architecture.
  • 23. 23 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Agenda •  Applying the Kernel Idea •  Simplifying and focusing business models •  Building Software Products •  Re-engineering your way of working •  Wrap Up - A Renaissance in Lean Thinking
  • 24. 24 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Being in the software development business Everyone of us knows how to develop our software, but as a community we have no widely accepted common ground
  • 25. 25 Copyright © 2011 Ivar Jacobson International SA. All rights reserved A CASE FOR ACTION STATEMENT •  Software engineering is gravely hampered today by immature practices. Specific problems include: –  The prevalence of fads more typical of fashion industry than of an engineering discipline. –  The lack of a sound, widely accepted theoretical basis. –  The huge number of methods and method variants, with differences little understood and artificially magnified. –  The lack of credible experimental evaluation and validation. –  The split between industry practice and academic research.
  • 26. 26 Copyright © 2011 Ivar Jacobson International SA. All rights reserved CASE FOR ACTION STATEMENT cont’d •  We support a process to refound software engineering based on a solid theory, proven principles and best practices that: –  Include a kernel of widely-agreed elements, extensible for specific uses –  Addresses both technology and people issues –  Are supported by industry, academia, researchers and users –  Support extension in the face of changing requirements and technology This is the Grand Vision
  • 27. 27 Copyright © 2011 Ivar Jacobson International SA. All rights reserved CASE FOR ACTION STATEMENT cont’d •  We support a process to refound software engineering based on a solid theory, proven principles and best practices that: –  Include a kernel of widely-agreed elements, extensible for specific uses –  Addresses both technology and people issues –  Are supported by industry, academia, researchers and users –  Support extension in the face of changing requirements and technology This is the Grand Vision Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away. Antoine de Saint-Exupery French writer (1900 - 1944)
  • 28. 28 Copyright © 2011 Ivar Jacobson International SA. All rights reserved A Key Principle: Agile in working with methods •  Empower the practitioner. The method used by the team should be relevant to every team member. •  Empower the team. The most appropriate method emerges from the team itself. •  Evolve the method. The best method to start from is the one the team already has. Focus on the essentials.
  • 29. 29 Copyright © 2011 Ivar Jacobson International SA. All rights reserved The Kernel presents a standard blueprint for software development •  The Kernel should be harvested from a large number of methods •  The Kernel is practice and method agnostic. •  The Kernel includes elements which are universal for all software development efforts. Kernel The Kernel includes the essence of software engineering Requirements Software System Work Team Includes elements such as
  • 30. 30 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Inside the Kernel Solution Endeavor provide performs and plans fulfils produces focuses support useand consume Scopesand constrains setupto address software system team stakeholders requirements opportunity work way of working Customer software system Demonstrable Usable Ready Operational SoftwareSystem demonstrates quality characteristics required accepted for operational deployment in use in an operational environment Architecture Selected Retired addresses the key technical risks and any constraints proves architecture, concept and supports testing no longer supported
  • 31. 31 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Inside the Kernel Solution Endeavor provide performs and plans fulfils produces focuses support useand consume Scopesand constrains setuptoaddress software system team stakeholders requirements opportunity work way of working Customer There will be a Standard Kernel
  • 32. 32 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Surely software development can’t be that complicated The Kernel provides a skinny system
  • 33. 33 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Most importantly the kernel is result-focused to make it executable... ...and help you understand progress, targets and project health Each state defines an extensible check list.
  • 34. 34 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Re-engineering your software process: Rule Financial assembled into assembled into Project: rulebook™ - a flexible set of lean and agile practices leading to lightweight processes, tuned to meet your needs (see www.rulefinancial.com). Defined Method Exploratory Method
  • 35. 35 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Re-engineering your software process: MunichRE Define combinations that occur frequently Method adoption at project launch 1 Individual projects can add additional practices to their Way of Working 2 Iterative Essentials Architecture Essentials Use-Case Essentials Team Essentials Component Essentials Funding Modeling Essentials UX Essentials PM for Iterative
  • 36. 36 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Introducing SEMAT: SOFTWARE ENGINEERING METHOD AND THEORY Practices Use CaseArchitecture ComponentIteration Software Development Kernel Theory Developers Testers Analysts Leaders Practitioners are the target group •  The Semat solution in a nutshell www.semat.org Method
  • 37. 37 Copyright © 2011 Ivar Jacobson International SA. All rights reserved The kernel has many other uses …. All geared to helping teams be more successful To bring people together To plan your moves To avoid problems
  • 38. 38 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Agenda •  Applying the Kernel Idea •  Simplifying and focusing business models •  Building Software Products •  Re-engineering your way of working •  Wrap Up - A Renaissance in Lean Thinking
  • 39. 39 Copyright © 2011 Ivar Jacobson International SA. All rights reserved The Kernel idea is a Generally Applicable Pattern A Kernel Redesign of UMLSystems Not just Software Businesses Part of the Renaissance in Lean Thinking Software Systems Processes/ Methods
  • 40. 40 Copyright © 2011 Ivar Jacobson International SA. All rights reserved The Kernel Pattern is part of the Renaissance in Lean Thinking “Liberating the Essence from the Burden of the Whole” This is smart! Albert Einstein “Things should be done as simple as possible – but no simpler”
  • 41. 41 Copyright © 2011 Ivar Jacobson International SA. All rights reserved Thank You Contact me at ivar@ivarjacobson.com
  • 42. 42 Copyright © 2011 Ivar Jacobson International SA. All rights reserved