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The Case for BAs in Agile Environments

Adriana Beal – February 2012
adriana@bealprojects.com
http://bealprojects.com
Learning Objectives

●   Explain how smart companies are combining
    traditional and agile practices to increase the
    business value of their software projects
●   Describe why the BA role is not going away in an
    agile world
●   Understand how traditional business analysis
    practices may improve the results of agile-inspired
    projects
Before we start...


What is “agile”?
“Agile is a term used to describe a number of iterative
development methodologies that have developed
over time. Common traits amongst agile
methodologies include frequent product releases,
high levels of real-time collaboration within the
project team and with customers, reduced time
intensive documentation, and regular, recurring
assessments of value and risk to allow for change”.

IIBA – The Agile Extension to the BABOK (November
2011 Draft for Public Review)
Agile: a highly multifaceted concept

   Product backlog
   Stand-up meetings




                       Peer programing
                       Kanban board
“There are many types of agile methods and many
individual practices of agile methods. They are not
all created equal and have differing strengths,
weaknesses, flexibility, risks, and usage.”


David F. Ricon in The Business Value of Agile Software
Methods: Maximizing ROI with Just-in-Time Processes and
Documentation (J. Ross Publishing, 2009)
Dominating role the industry played in the
early years of the agile movement



Discussions centered around industry-driven
methods that share a common manifesto but
not the same concept of agility.
1

How smart companies are combining traditional
and agile practices to increase the business value of
their software projects
First step: Focus on the intent behind the
  agile practices to achieve “real agility”

  “Agility: a management approach that facilitates the
  rapid creation of business value by embracing
  change and learning from it.”


  Adriana Beal in What's agility anyway?
  http://www.projectsatwork.com/content/Articles/269069.cfm
“Agility” can be achieved using agile, traditional or
hybrid methods.
“Agility” can be achieved using agile, traditional or
hybrid methods.
Just because a company decides not to adopt agile
methods, it doesn’t mean the organization is…

                                             Close-
 Inflexible                                  minded
                    Backward

                                         Using
  slow
                                        waterfall
How smart companies are combining agile and
traditional practices to achieve agility
                                   Produce documentation for
                                      knowledge-retention,
  Reduce paperwork and               compliance, and future
  focus on face-to-face              maintenance purposes
  communication

                                    For high-risk areas, longer
                                      development cycles to
                                        mitigate the risk of
    Short time-boxed               regression and performance
    iterations                       faults later in the project


                                    For high-risk areas, analysis
    Requirements in the form     beyond what is being produced in
    of user stories elaborated       the next cycle to ensure
    for the next iteration        requirements are understood in
                                        relationship to other
                                            requirements
In particular for large projects


                      Elements high in criticality
                      and stability

common to have
                       Elements high in volatility
In particular for large projects


                       Elements high in criticality
                       and stability
typically               Use plan-driven methods
what works is
                        Elements high in volatility
                         Use agile methods
2

Why the BA role is not going away in an agile
world
Erosion of the BA role
 “Scrum does not address business analysis activities in
 detail and many of these activities occur as implicit steps in
 the scrum framework.”

 “While XP does focus on value driven development, it does
 not explicitly address business analysis activities.”

 “Business analysis, like all activities in the Kanban methods,
 occurs in a constant and continuous flow through the life of
 a project.”

       IIBA – The Agile Extension to the BABOK
       (November 2011 Draft for Public Review)
Many projects do not fit the
“agile sweet-spot”
Small, self-organizing, collocated team with agile experience

Single product owner available for face-to-face communication

Unstable or emergent requirements

Group of end-users (or surrogate users) available to provide frequent feedback

Either small project, or one with few dependencies

Software reliability is not critical
BA contributions to agile-inspired projects

      Facilitator            Problem-solver


         Investigator capable of identifying
         business and user needs beyond what
         is explicitly stated


          Producer of quality documentation
3

 How traditional business analysis practices may
improve the results of agile-inspired projects
From the Agile Extension to the BABOK:


  “By providing just-in-time requirements, there is less
  rework of requirements because only the
  requirements required for the current release are
  defined in detail and developed.”
From the Agile Extension to the BABOK:


  “By providing just-in-time requirements, there is less
  rework of requirements because only the
  requirements required for the current release are
  defined in detail and developed.”


  ●   Where is the evidence?
From the Agile Extension to the BABOK:
  “A general principle with agile is that if a document
  is valuable enough to be created, it is probably
  important enough to be automated so that it is part
  of the living code base. (…)
  The agile principle has elevated the value of
  documentation that is produced by the business
  analyst. The documentation produced by the
  business analyst should ideally be automated in the
  form of automated tests or examples.”
From the Agile Extension to the BABOK:
  “A general principle with agile is that if a document
  is valuable enough to be created, it is probably
  important enough to be automated so that it is part
  of the living code base. (…)
  The agile principle has elevated the value of
  documentation that is produced by the business
  analyst. The documentation produced by the
  business analyst should ideally be automated in the
  form of automated tests or examples.”
  ●   Where is the evidence?
On the other hand…
●   Solid evidence exists that in large software projects,
    insufficient software architecture and risk resolution
    have very high rework costs…
    … avoidable by more time spent early requirements
      discovery


                             “Barry Bohem: “Architecting: How Much and When?”
          Software: What really Works and Why We Believe It (Andy Oram and Greg
                                                          Wilson - O’Reilly, 2010).
TRADITIONAL BUSINESS ANALYSIS           BENEFIT
TECHNIQUE
Functional decomposition                Convert business goals into achievable
                                        objectives and measures.
Scenarios and use cases                 Identify stakeholder roles, clarify scope,
                                        provide high-level understanding of
                                        user behavior goals, etc.



Benchmarking, brainstorming, business   Achieve in-depth understanding of the
rules analysis, data modeling, focus    business problem and constraints.
groups, etc.
                                        Obtain clarity about what a winning
                                        solution looks like.

Requirements workshops, structured      Reach closure on requirements.
walkthroughs
                                        Resolve outstanding issues.

                                        Manage conflicts using a collaborative
                                        approach.
Final takeaway
●   Agility must be measured in terms of the ability to
    achieve rapid creation of business value, not
    conformance to an agile framework.
●   There is no solid scientific evidence that agile practices
    produce better results than traditional business analysis
    practices.
     –   Many limitations found in existing empirical studies of Agile
         methods.
     –   Agile methods need more research and more rigorous
         methods of research to support benefit claims.
     Dyba and Dingsoyr (2008), Hannay, Dyba, Arisholm, and Sjoberg
    (2009).
The smart approach:
●   Make decisions at the project level, based on project
    profile, about what practices and techniques can
    help you achieve
    real agility = rapid creation of sustainable business value
●   Don’t hesitate to borrow from traditional and agile
    practices that make sense for your particular project
●   Adopt higher standards of proof before a
    concept is accepted as a general
    recommendation.
“Currently, the business analyst is facing a change in the
 approach to software development. There is the onslaught
 of agile and the perspective of the erosion of the business
 analyst position as agile development teams work directly
 with the business stakeholders with no “middleman”
 business analyst involved. Business analysts who focus on
 analyzing the business and identifying improvements in the
 organization’s products and services rather than
 documenting requirements, have no fear from the agile
 evolution and will find they have a prominent place at the
 table.”
    Steve Blais, in recent interview for Bridging-the-Gap.com

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Agile presentation adriana feb 2012

  • 1. The Case for BAs in Agile Environments Adriana Beal – February 2012 adriana@bealprojects.com http://bealprojects.com
  • 2. Learning Objectives ● Explain how smart companies are combining traditional and agile practices to increase the business value of their software projects ● Describe why the BA role is not going away in an agile world ● Understand how traditional business analysis practices may improve the results of agile-inspired projects
  • 3. Before we start... What is “agile”?
  • 4. “Agile is a term used to describe a number of iterative development methodologies that have developed over time. Common traits amongst agile methodologies include frequent product releases, high levels of real-time collaboration within the project team and with customers, reduced time intensive documentation, and regular, recurring assessments of value and risk to allow for change”. IIBA – The Agile Extension to the BABOK (November 2011 Draft for Public Review)
  • 5. Agile: a highly multifaceted concept Product backlog Stand-up meetings Peer programing Kanban board
  • 6. “There are many types of agile methods and many individual practices of agile methods. They are not all created equal and have differing strengths, weaknesses, flexibility, risks, and usage.” David F. Ricon in The Business Value of Agile Software Methods: Maximizing ROI with Just-in-Time Processes and Documentation (J. Ross Publishing, 2009)
  • 7. Dominating role the industry played in the early years of the agile movement Discussions centered around industry-driven methods that share a common manifesto but not the same concept of agility.
  • 8. 1 How smart companies are combining traditional and agile practices to increase the business value of their software projects
  • 9. First step: Focus on the intent behind the agile practices to achieve “real agility” “Agility: a management approach that facilitates the rapid creation of business value by embracing change and learning from it.” Adriana Beal in What's agility anyway? http://www.projectsatwork.com/content/Articles/269069.cfm
  • 10. “Agility” can be achieved using agile, traditional or hybrid methods.
  • 11. “Agility” can be achieved using agile, traditional or hybrid methods. Just because a company decides not to adopt agile methods, it doesn’t mean the organization is… Close- Inflexible minded Backward Using slow waterfall
  • 12. How smart companies are combining agile and traditional practices to achieve agility Produce documentation for knowledge-retention, Reduce paperwork and compliance, and future focus on face-to-face maintenance purposes communication For high-risk areas, longer development cycles to mitigate the risk of Short time-boxed regression and performance iterations faults later in the project For high-risk areas, analysis Requirements in the form beyond what is being produced in of user stories elaborated the next cycle to ensure for the next iteration requirements are understood in relationship to other requirements
  • 13. In particular for large projects Elements high in criticality and stability common to have Elements high in volatility
  • 14. In particular for large projects Elements high in criticality and stability typically  Use plan-driven methods what works is Elements high in volatility  Use agile methods
  • 15. 2 Why the BA role is not going away in an agile world
  • 16. Erosion of the BA role “Scrum does not address business analysis activities in detail and many of these activities occur as implicit steps in the scrum framework.” “While XP does focus on value driven development, it does not explicitly address business analysis activities.” “Business analysis, like all activities in the Kanban methods, occurs in a constant and continuous flow through the life of a project.” IIBA – The Agile Extension to the BABOK (November 2011 Draft for Public Review)
  • 17. Many projects do not fit the “agile sweet-spot” Small, self-organizing, collocated team with agile experience Single product owner available for face-to-face communication Unstable or emergent requirements Group of end-users (or surrogate users) available to provide frequent feedback Either small project, or one with few dependencies Software reliability is not critical
  • 18. BA contributions to agile-inspired projects Facilitator Problem-solver Investigator capable of identifying business and user needs beyond what is explicitly stated Producer of quality documentation
  • 19. 3 How traditional business analysis practices may improve the results of agile-inspired projects
  • 20. From the Agile Extension to the BABOK: “By providing just-in-time requirements, there is less rework of requirements because only the requirements required for the current release are defined in detail and developed.”
  • 21. From the Agile Extension to the BABOK: “By providing just-in-time requirements, there is less rework of requirements because only the requirements required for the current release are defined in detail and developed.” ● Where is the evidence?
  • 22. From the Agile Extension to the BABOK: “A general principle with agile is that if a document is valuable enough to be created, it is probably important enough to be automated so that it is part of the living code base. (…) The agile principle has elevated the value of documentation that is produced by the business analyst. The documentation produced by the business analyst should ideally be automated in the form of automated tests or examples.”
  • 23. From the Agile Extension to the BABOK: “A general principle with agile is that if a document is valuable enough to be created, it is probably important enough to be automated so that it is part of the living code base. (…) The agile principle has elevated the value of documentation that is produced by the business analyst. The documentation produced by the business analyst should ideally be automated in the form of automated tests or examples.” ● Where is the evidence?
  • 24. On the other hand… ● Solid evidence exists that in large software projects, insufficient software architecture and risk resolution have very high rework costs… … avoidable by more time spent early requirements discovery “Barry Bohem: “Architecting: How Much and When?” Software: What really Works and Why We Believe It (Andy Oram and Greg Wilson - O’Reilly, 2010).
  • 25. TRADITIONAL BUSINESS ANALYSIS BENEFIT TECHNIQUE Functional decomposition Convert business goals into achievable objectives and measures. Scenarios and use cases Identify stakeholder roles, clarify scope, provide high-level understanding of user behavior goals, etc. Benchmarking, brainstorming, business Achieve in-depth understanding of the rules analysis, data modeling, focus business problem and constraints. groups, etc. Obtain clarity about what a winning solution looks like. Requirements workshops, structured Reach closure on requirements. walkthroughs Resolve outstanding issues. Manage conflicts using a collaborative approach.
  • 26. Final takeaway ● Agility must be measured in terms of the ability to achieve rapid creation of business value, not conformance to an agile framework. ● There is no solid scientific evidence that agile practices produce better results than traditional business analysis practices. – Many limitations found in existing empirical studies of Agile methods. – Agile methods need more research and more rigorous methods of research to support benefit claims. Dyba and Dingsoyr (2008), Hannay, Dyba, Arisholm, and Sjoberg (2009).
  • 27. The smart approach: ● Make decisions at the project level, based on project profile, about what practices and techniques can help you achieve real agility = rapid creation of sustainable business value ● Don’t hesitate to borrow from traditional and agile practices that make sense for your particular project ● Adopt higher standards of proof before a concept is accepted as a general recommendation.
  • 28. “Currently, the business analyst is facing a change in the approach to software development. There is the onslaught of agile and the perspective of the erosion of the business analyst position as agile development teams work directly with the business stakeholders with no “middleman” business analyst involved. Business analysts who focus on analyzing the business and identifying improvements in the organization’s products and services rather than documenting requirements, have no fear from the agile evolution and will find they have a prominent place at the table.” Steve Blais, in recent interview for Bridging-the-Gap.com