Archive for the ‘Evolutionary Agile’ Category

The Case for the Analyst Draftsman

Friday, November 5th, 2010

Real old style engineering, for building things like a steel bridge over a river, is different from building a software application because you can see and touch a bridge whereas software is invisible. If somebody tells you they are making good progress, you pretty much have to believe them. You only find out when the delivery date floats by, the code is buggy and won’t run, or the users refuse to use it because it doesn’t do what they need it to do that you’ve been a victim of what I call the ‘tyranny of optimism’ (which can be understood as ‘don’t worry, somebody else knows what is going on’).

Software engineering tries to excuse itself by saying that it’s a young discipline so it can’t be expected to get it right yet. But software engineering has been going for 50 years or more, and in the same time, if bridge engineering hadn’t managed to get its act together people would still be using ferries to get across rivers; they would have concluded it couldn’t be done.

There have obviously been software successes. It’s said the computing power in the Nasa rocket to the moon was much less than the machine I’m using to write this. Some teams are better at delivering software than others. How would it be if some bridge builders built bridges that stayed up while others built bridges that fell down. If you needed a bridge built you’d know where to go – to the successful team.

It’s easy to know if a bridge is successful (i.e. it doesn’t fall down), it’s easy to see what progress is being made over time and it’s easy to know if the bridge is going to come in on budget . If you were on the team whose bridges kept falling down, you would probably go and see what the successful teams were doing that was so different from what you were doing. Instead of working from a drawing scribbled on the back of a cigarette pack, you might find they had a good cohesive set of engineering diagrams and conclude that these were prerequisites of project success.

In the days of old, it wasn’t the bridge architect that drew the diagrams, it was the draughtsmen. Draughtsmen were the power behind the creative vision. Draughtsmen studied long and hard to learn their craft. Draftsmen would sanity check a design. They would ensure the maths were right and the bridge wouldn’t collapse. They figured out how much steel and how many rivets to buy, they drew diagrams that explained the order in which things needed to be built. They drew the bridge from different angles, they drew it from the top and from the side to provide perspectives.

Software engineering needs good drawings. Up until now good diagrams have defeated the software engineering community. The state of the art can describe approximately what they should look like, but the state of the practice is to forget them all together. In the old days we used to use Data Flow Diagrams (DFDs) and other arcane representations. Programmers found they were of no use. There was no way to go from the drawings to the code – so nobody could see the point. Instead, sections of the IT community decided it couldn’t be done, it was a waste of effort so they dreamed up the Agile way of working and somehow this got mis-interpreted as meaning the drawings weren’t important. They never really said that, but it was easy for programmers who always hated doing drawings anyway to interpret it that way. So they didn’t do any drawings, they didn’t believe in capturing the requirements upfront, they just believed in programmers getting their heads down and working as a band of heroes to somehow build software systems in a warm fuzzy collaborative environment where the requirements would simply present themselves as a consequence of the programmers building something and showing it to the users. Think about it – what I’m describing is a process where the making of the diagrams is too hard, so nobody bothered. And if that had worked we’d see the crisis in IT project delivery solved, but that hasn’t happened.

By the model described in this paper, Agile can be broken down into Agile Delivery (writing code and sprints etc.) and Agile Requirements. Agile Requirements is an approach that requires the breadth of the requirements to be articulated. It does not require the depth of the requirements to be articulated in advance; depth (or detail) can be deferred on a ‘need to know basis’. Another way of thinking about this is as a ‘just in time’ approach to requirements representation.

It is possible to draw good diagrams, but it can’t be done without training aimed at doing exactly that. It’s not something you learn on the job. Good drawings are mostly done in UML and are drawn according to internationally recognised standards. The drawings show the system from different perspectives including both data and behaviour. All the drawings are related, they are all cross-referenced and they all tell a different part of the story, but it’s all about the same story and it’s clear how they are related, how one starts where another ends, or how one provides an input to another.

Engineering drawings are divided into static and dynamic models. The important views are:

  • Data view
  • Use case model view (the ‘epic’ view)
  • Activity view (or the process models)
  • The wireframe view

These views are used for a host of purposes. The epic view is akin to the ‘table of contents and is especially useful in:

  • defining the user stories or iteration stories programmers use to write code against
  • informing release planning
  • informing project progress reporting against the project plan
  • informing user acceptance testing
  • defining ‘done’ i.e. when the system is finished

It takes education to produce software engineering diagrams, and it takes training and motivation to read them. To the uninformed a UML engineering diagram might be right or it might be wrong. The uninformed can’t tell the difference between good and bad. Diagrams that are not validated as correct and which do not go on to be used effectively are useless. I’ve coined the term ‘Analyst Draughtsmen’ to describe the people who produce the diagrams. Ideally, two analyst draughtsmen should work together to verify the diagrams one of them produces. The diagrams will go on to be used by the product owner, the project owner, the project manager, the software designer, the architect  the programmers and the coders.

A sufficiently accurate representation of the requirements can be reliably constructed through the application of requirements patterns. All database driven applications are similar at an abstracted level and an understanding of the patterns allows the professional analyst draftsman (or woman) to create a requirements framework very early in a project, typically taking no more than six weeks. The approach taken is both top down and bottom up (meet in the middle) where a requirements framework is created using requirements patterns that are verified with the business through interviews/workshops. All that is required to apply the requisite requirements patterns is a natural language description of the system, ideally a scope document or project mandate. This is sufficient in most cases.

A typical IT team is a group of people educated as programmers and computer scientists brought together and led by business people. The business people receive no training in how they are supposed to manage the IT team. It’s a formula that shouldn’t work – and normally it doesn’t. Too often the project is reduced to mutual recrimination where the business blames IT for failing to deliver and the IT team blame the business for failing to engage with the project. But nobody’s trained the business to manage the IT project – that kind of training is not currently available. This is a big obstacle and a real opportunity for forward thinking educationalists.

In future I envisage a Masters level degree course with two components, the first exists to train business staff to manage IT projects. The second component is for business or technical analysts who want to become analyst draughtsmen. It doesn’t sound particularly high-powered, the role of draughtsman has never attracted great status, but it is where a real difference can be made in representing requirements properly and allowing managers to make informed decisions based on a common language of understanding. The analyst draughtsman is first a technically minded analyst who understands business process and is second an artiste with a CASE tool.

Where has the Product Owner gone?

Thursday, June 24th, 2010

The product owner in Scrum is a very busy guy/girl. S/he’s got to:

  • Define features of the product (or desired outcome)
  • Decide release date and content
  • Ensure profitability
  • Prioritise features/outcomes
  • Adjust priorities
  • Accept or reject work

Does this person really exist? Is it possible that somebody can be found to do this job; that has the subject matter expertise and the authority to make big decisions all wrapped up in one person? That’s a busy person. And isn’t it likely that somebody like that is too busy to participate in the Scrum team on a daily (insert time period you prefer here depending on how ‘Scrummy’ you are) basis?

So we come on to the subject of the proxy product owner. Where is this defined in Scrum? Roman Pichler at the Aglie Alliance writes:

Using a proxy product owner is an attempt to superficially treat a systemic issue. Rather than employing a quick fix, organizations should address the underlying issues. This might require freeing up the product owner from other obligations; colocating the product owner, ScrumMaster, and team; or even finding a new product owner.

http://www.scrumalliance.org/articles/168-common-product-owner-traps

So is this Product Owner a logical role or a physical role? I think it’s supposed to be a physical role i.e. one person does it. I was talking to the owner of an Agile consultancy recently, and he said he’d never met one. I’ve never met one either. Sometimes I get the feeling that Scrum dictates what the world should be like and the world struggles to fit the definition and that’s frustrating. Which is flawed, the world or the Scrum definition?

What was wrong with Project sponsor, Responsible owner, Subject matter expert and Story Teller? After all, these are the competencies the Product Owner is being asked to exhibit. No wonder it’s hard to find this guy/gal. Maybe s/he’s a unicorn.

Another View on the Agile Manifesto

Wednesday, June 23rd, 2010

Agile as a term in software engineering derives its meaning from the Agile Manifesto. The Manifesto makes four simple points listed below.

‘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.’

Or, a slightly longer version:

  • Process is important, but not as important as people working in effective teams.
  • Documentation needs to be appropriate and it needs to make the delivery of working software more efficient, because working software is what is important.
  • If you have to rely on a legal contract, the relationship has probably already failed, so put a lot of effort into working with the customer as a partner.
  • Things change, people change their minds: deal with it, rather than getting hung up on a plan that is imperfect

This is just a way of turning the original points around to give them added emphasis. It helps me to gain greater clarity anyway :-)

Scaling Scrum to the Enterprise and the Challenge of Dilbert

Friday, June 18th, 2010

Scrum has shown itself to be a successful approach to software delivery in small organisations. There is sufficient enthusiasm to lead people to wonder if it can be scaled successfully to work at the enterprise level. Scrum has not had rapid uptake in large organisations, because large organisations are suspicious of its ‘self-organising’ nature and lack of rigid control. Simply the fact that Scrum does not have a recognisable project plan leads some people, often those working in the Project Management Office (PMO), to view it with hostility. Where hostility exists within the organisation, it is little wonder that Scrum teams fail to thrive.

To some degree the antipathy with which the PMO function views Scrum is mutual. This is captured in the 2001 Agile Manifesto, which can be viewed as a software engineer’s charter that bemoans the obstacles put in the face of programming teams by ‘Dilberesque’ corporations.

In order to succeed in the new economy, to move aggressively into the era of e-business, e-commerce, and the web, companies have to rid themselves of their Dilbert manifestations of make-work and arcane policies. This freedom from the inanities of corporate life attracts proponents of Agile Methodologies, and scares the begeebers (you can’t use the word ‘shit’ in a professional paper) out of traditionalists. Quite frankly, the Agile approaches scare corporate bureaucrats, at least those that are happy pushing process for process sake versus trying to do the best for the “customer” and deliver something timely and tangible and “as promised” because they run out of places to hide.

Jim Highsmith (2001) from [http://agilemanifesto.org/history.html]

The opinion expressed by Jim Highsmith is undoubtedly, in some cases, true. Where it is true, Scrum will struggle to make in-roads. Where the organisation is driven by the market and less by the needs of the organisation to service itself, Scrum has more of a chance in scaling to the enterprise. Ultimately for Scrum to work, things have got to change, and everybody knows that change is difficult. It is unlikely to happen driven from the bottom up without support and direction from the top. Perhaps one definition of an organisation that is Dilbertesque is the characteristic whereby it is dominated by layers of middle management and senior management becomes remote. So it is impossible to define scalable enterprise Scrum without first defining the characteristics of the organisation where Scrum can flourish. A seed cannot grow in soil that will not support it.

As an aside, the interested reader would do worse than to read:

(http://monster-island.org/tinashumor/humor/corpmemo.html)

SEMAT, Controversy, and Pragmatism

Thursday, June 17th, 2010

Leaving aside the question of the need for a general theory of SE, I think the idea of a meta-kernel is very useful. It seems to me that different organisations are going to configure their software engineering practice differently based on the nature of their business. If there is some theoretical underpinning to the idea that one size does not fit all organisations that’s a good thing. Let’s assert that this meta-kernal includes the following placeholders [opportunity, way of working, requirements, system, architecture, team, governance]. If I were to treat those placeholders in the kernal as holes into which I could mix and match practices, I would have something useful. Here’s where my thinking comes from…

I was watching a Jeff Sutherland video at (http://www.youtube.com/watch?v=9y10Jvruc_Q) where he talks about Scrum and Google building Adwords, and it seemed to me that the way they did that made sense for them. Not everybody is Google. We might classify Google as an ‘information company’, and Microsoft as a sealed package company, and PatientKeeper as a ‘managed service’ company. But that still leaves lots of organisations where software is not what they fundamentally offer, what they ‘do’, what they sell. So it stands to reason the way those organistions organise themselves to build software is going to be different. Not everybody is going to be an XP shop (clearly), not everybody thinks Scrum will do everything.

So with a meta-kernal if Bank of America want to combine [RUP, use cases, Java, MVC, cross-functional teams, Scrum, PMBOK] then why not? There are a lot more organisations out there like banks, insurance companies, stock brokers etc. manufacturers, wholesalers etc. who are never going to be cutting edge Agile houses, but maybe they can use bits and pieces from different practices that work for them and maybe that would be OK. Why not? Now that would make a meta-kernal really useful and whether or not it provides the foundation of a universal SE engineering doesn’t matter for this application because it provides a universal notion of how different practices in different fundamental areas of software engineering concern can be combined.

If you find this interesting read ‘Agile and the Universals of Software Engineering’ (an earlier posting…)

Dogmatic Agile – discuss…

Monday, May 24th, 2010

Does Agile really work? Well, it works for some people. In reality any project will deliver successfully with any methodology if the people on the team are really motivated and talented. So if a great coach comes in and and gets the job done using Agile the conclusion is made ‘hey, this Agile thing is effective!’ Then the coach goes off to pastures new and the team tries to do it themselves and the project falls apart. So the Agile community talk about knowledge transfer and cultural change as being the key. And so it is. But cultural change is really difficult – and most people are average, by definition, and they like to be told what to do. People feel comfortable being told what to do. That’s reality. What do we do about that?

So Agile, a great set of ideas, becomes a dogma in itself when people stop thinking critically for themselves. ‘We can’t do that – it’s not Agile.’ So what?  Then we get dogmatic Agile – could there be a greater contradiction? There are lots of ‘Agile’ projects that fail. The community does a really nice trick here by saying ‘failure is success’. And in a way that is right, it’s better to fail early then fail late. If the project fails under Agile principles, we assume it would have failed under Waterfall, only later and costing more. This may be true, or it may not. We can’t tell. What we can say, is given there was a reasonable business case for the project, and given the project really would have delivered measureable business value, the fact it failed is a bad thing.

Café Culture

Monday, May 24th, 2010

Remember when they changed the alcohol laws and expected the British would start drinking like our European neighbours? Have you been into your city centre on a Friday night recently? It didn’t happen. It might happen but cultural change takes a long time.

If we are going to wait around for fundamental business cultural change before Agile can work it could be a really long wait. People will lose patience, the next big thing will come along, and everybody will jump on that bandwagon heading nowhere fast. No, no, no, there’s too much that is really good about Agile and what works – works, so let’s leave it alone. What I’m talking about is Agile Requirements – that’s rigour around user stories. Stories don’t belong in Delivery, they’re an input to Delivery, they’re the ‘requirements’, and they belong to the business. Yes, this goes against the status quo – all well – that’s what makes for a good conversation – right?

Does this violate the Agile principle of ‘cross-functional teams’. No, I’ve already said that what’s in Agile Delivery works and stays as it is. I’m just saying that it isn’t efficient to show up on day one of a Scrum for a planning meeting and expect all these expensive people to start writing stories from scratch, or worse yet, trying to make sense of a big mash-up of stories and fragments before they can get to work building something. It’s demoralising and it’s counter-intuitive. It doesn’t work. You show up on day one, you want some good quality stories to get your teeth into. That’s common sense – maybe not common practice, but it’s common sense.

I’m going to make the distinction between Agile Requirements(AR) and Agile Delivery(AD). So, to be clear, part of the story telling has to happen outside of AD. Once the iteration is underway, the two work together, but AR outputs stories and AD takes them as an input. This has a lot of ramifications – and they’re all good.