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VISUAL REQUIREMENTS
MANAGEMENT WITH KANBAN
Mahesh Singh
Co-founder/ Sr. VP – Product, Digite, Inc.
How we used to work…
Month -1 Month 1 Month 2 Month 3 Month 4
Release
Scoping
Development
(features + critical/high priority defects)
Defect
Fixing
Test Cycle
IR2 IR3 IR4
Test Case
Development
Dev
Testing
Scope
Testing
Regression
Testing
Defect
Convergence
2
© Digite, Inc.
How we work today…
Week 1 Week 2 Week 2 Week 4
Spec Story 7-8 Spec Story 9-10 Spec Story 11-12 Spec Story 13-14
Design Story 5-6 Design Story 7-8 Design Story 9-10 Design Story 11-12
Develop Story 3-4 Develop Story 5-6 Develop Story 7-8 Develop Story 9-10
Validate Story 1-2 Validate Story 3-4 Validate Story 5-6 Validate Story 7-8
Release 1-2-3-4 Release 5-6-7-8
3
© Digite, Inc.
Managing with traditional Requirements
Management
How we were…4
© Digite, Inc.
Requirements Management: An Old Problem
 Requirements Management is a big chunk of ALM
problems for all the usual reasons
 60% – 80% of project failures can be attributed directly
to poor requirements gathering, analysis, and
management (Meta Group)
 25% – 40% of all spending on projects is wasted as a
result of re-work (Carnegie Mellon)
 68% of IT Projects Fail: primary cause identified as poor
requirements according to a study by IAG
5
© Digite, Inc.
Requirements Management?
© Digite, Inc.
6
 Documenting
 Analyzing
 Tracing
 Prioritizing
 Agreeing on requirements
 Controlling change
 Communicating to relevant stakeholders
Source: Wikipedia
Our Requirements Problem:
Upstream Planning, Visibility and Prioritization
 “What do we build in Release X.Y?”
 Market Demand? - Customer / Competition/ Technology
 Extensive Documentation….
 MRD/ PRD/ Product Roadmaps
 Multiple versions (Traceability issues)
 Detailed line items in our own Requirements Management tool
 … But Poor Visibility!!
 “Requirements were buried 6 feet under!”
 No one, especially management, wanted to read long documents or log
into a system to review requirements
7
© Digite, Inc.
Our Requirements Problem:
Upstream Planning, Visibility and Prioritization
 Extensive Back and Forth on Freezing Release Scope
 Word/ Excel documents over Email
 Keeping track of various documents/ emails/ discussions
 Long exhausting meetings
 Delayed Start to many Releases
 Work started only after last release done – everyone, including
Product Management, busy with last release
 Release Scope freezing took too long
8
© Digite, Inc.
Challenge for PM (and consequently Dev!)
 How to be ready for the next release/ sprint. What to
build (where do we start?)
 How to prioritize (keeping in mind all stakeholders)
 How to make sure we were not writing specs for
features that wouldn’t get built
 How to make sure we are not building the wrong
product
 How to keep all stakeholders abreast of what is coming
9
© Digite, Inc.
Overall situation …..
 A Very Costly Process! A LOT OF EFFORT before Use Cases or
Epics/ User Stories made it to the Backlog!
 When we spoke to our customers and other Bay Area
companies, we realized we were not alone!
 Getting from Vision/ Roadmap to User Stories in a Backlog is
a lot of work – and is usually not very organized!
10
© Digite, Inc.
Kanban to the Rescue!
How we are today…11
© Digite, Inc.
Our Kanban Journey
 SwiftKanban – Brief History
 Decision to build SwiftKanban – April 2010
 Beta – Nov 2010
 GA – July 2011
 Advice/ input from several thought leaders – David
Anderson, Jim Benson, Al Shalloway, Masa K Maeda,
Yuval Yeret..
 Kanban training – Q4, 2010
 We started using it as soon as we launched Beta
12
© Digite, Inc.
Benefits we sought from Kanban
© Digite, Inc.
13
 Small(er) batch size
 Continuous (more frequent) delivery
 Visibility to all stakeholders (including external customers)
 Overall, greater thruput and quality
We were EXCITED! We were raring to go!
First version of our Kanban – As Is (2010-11)
© Digite, Inc.
14
Version 2 of our Kanban (2011-2012)
Greater Attention to Planning/ Scoping
© Digite, Inc.
15
© Digite, Inc.
16
Version 2 of our Kanban (2011-2012)
Execution separated from Planning/ Spec-ing
© Digite, Inc.
17
Version 2 of our Kanban (2011-2012)
Execution separated from Planning/ Spec-ing
© Digite, Inc.
18
Version 3 of our Kanban (2012-Present)
Roadmapping in a separate board
© Digite, Inc.
19
Version 3 of our Kanban (2012-Present)
Execution separated from Planning/ Spec-ing
© Digite, Inc.
20
“The shorter the Project, the more planning it needs.” – old
(Project Management) Jungle saying…!
Key (Product) Management Process Changes
© Digite, Inc.
21
 Separate “Weekly Standup Meeting” (tho’ we continue to
participate in Engg Daily Standup, mostly as observers) on the
Planning Board
 “Monthly Prioritization Meeting” with leadership team on
Roadmap Board
 Access to leadership to all boards. CEO/ Sales/ Support look
at the board to see when they can expect a feature to be
released
How Work Really Gets Done in Dev/ QA
User Story Planning
 Backlog consists of New features
and Enhancements
 Backlog Prioritization by Rank
 Estimation pulled in PM, Dev, UI
team
 Splitting Large User Stories into
smaller Deployable Stories
 Elaborating the stories
(Specification writing)
 Available in ‘Ready For
Development’
Other Cards
 Issues, Internal And Customer
Defects are put directly into
‘Ready For Development’ lane
with highest priority
 Engineering Tasks are treated
like user Stories
How Work Really Gets Done in Dev/ QA
Work Execution
 Each Team Member Pulls next
available card from ‘Ready For
Development’ lane.
 Each Card flows through
Development Value stream:
 Design -> Coding -> JUNIT
Automation -> Code Review ->
(Functional Test Case Dev +
Functional Test Automation) -> Test
Automation Review -> Validation.
 Validated Cards are put into
‘Ready for Deployment’ lane.
 Release when 20 Cards in
‘Ready For Deployment’
 Generally, release cadence: 2 wks
Work Tracking
 Daily standup Calls
 Generally, 1 card at a Time for
all team members.
 Monitoring and Controlling WIP
violations
 Focus on Impediments (Block)
Going further – “Tribal Mashup…”?
Backlog (By
Source)
Prioritized Scheduled In Progress Done
Customers (3)
Sales (3)
Support (3)
Marketing/
Product Mgt (5)
Engineering (2)
Representation from
various sources
Cross-Board Decomposition and Drilldown
© Digite, Inc.
25
How We Have Benefited
 Areas of improvement
 Right level of Features visibility throughout the cycle – from concept to
deployment
 Right level of User Story breakdown/ sizing for predictable delivery
 Early commitment by Engg teams based on Estimation
 Second level Prioritization by sales/ mgmt/ customers based on ‘cost of
development”
 Work on “truly relevant” requirements by PM team
 Greater representation for all types of requirements (strategic 
tactical  technical debt related)
 Greater representation for all functions - non-sales/marketing including
Support/ Engg!
26
© Digite, Inc.
Cumulative Flow Diagram (Minus backlog/ archive)
11 Releases made during 2012! 18-24 planned for 2013.
Average Cycle Time of User Stories
300% Reduction in Cycle Time thru a combination of factors!
Business Benefits
 Improved collaboration between functional teams and
faster development
 Improved sales/ customer expectation management
 Faster feedback loops
 Better overall product/ market fit
 Faster time to market
29
© Digite, Inc.
Q&A
 Contact Information
 mahesh@digite.com
 @maheshsingh
 Learn more at
 www.swift-kanban.com
 www.digite.com
 Connect with us
 Twitter - @swiftkanban/
@digite
 Facebook –
www.facebook.com/digite
 Blogs and Articles
 The Principles of Kanban Method
Kanban Applied to
Software Development
Personal Kanban
Scrumban
Kanban vs. Scrum
10 example Kanban boards
Explaining Cumulative Flow Diagrams
Your Family, Agile, and You
 Kanban Communities
 Kanban Dev Group
Lean Agile Group
Lean Development
Kanban-Ops
IT Kanban
30
© Digite, Inc.
About us About Kanban

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Visual Requirements Management with Kanban

  • 1. VISUAL REQUIREMENTS MANAGEMENT WITH KANBAN Mahesh Singh Co-founder/ Sr. VP – Product, Digite, Inc.
  • 2. How we used to work… Month -1 Month 1 Month 2 Month 3 Month 4 Release Scoping Development (features + critical/high priority defects) Defect Fixing Test Cycle IR2 IR3 IR4 Test Case Development Dev Testing Scope Testing Regression Testing Defect Convergence 2 © Digite, Inc.
  • 3. How we work today… Week 1 Week 2 Week 2 Week 4 Spec Story 7-8 Spec Story 9-10 Spec Story 11-12 Spec Story 13-14 Design Story 5-6 Design Story 7-8 Design Story 9-10 Design Story 11-12 Develop Story 3-4 Develop Story 5-6 Develop Story 7-8 Develop Story 9-10 Validate Story 1-2 Validate Story 3-4 Validate Story 5-6 Validate Story 7-8 Release 1-2-3-4 Release 5-6-7-8 3 © Digite, Inc.
  • 4. Managing with traditional Requirements Management How we were…4 © Digite, Inc.
  • 5. Requirements Management: An Old Problem  Requirements Management is a big chunk of ALM problems for all the usual reasons  60% – 80% of project failures can be attributed directly to poor requirements gathering, analysis, and management (Meta Group)  25% – 40% of all spending on projects is wasted as a result of re-work (Carnegie Mellon)  68% of IT Projects Fail: primary cause identified as poor requirements according to a study by IAG 5 © Digite, Inc.
  • 6. Requirements Management? © Digite, Inc. 6  Documenting  Analyzing  Tracing  Prioritizing  Agreeing on requirements  Controlling change  Communicating to relevant stakeholders Source: Wikipedia
  • 7. Our Requirements Problem: Upstream Planning, Visibility and Prioritization  “What do we build in Release X.Y?”  Market Demand? - Customer / Competition/ Technology  Extensive Documentation….  MRD/ PRD/ Product Roadmaps  Multiple versions (Traceability issues)  Detailed line items in our own Requirements Management tool  … But Poor Visibility!!  “Requirements were buried 6 feet under!”  No one, especially management, wanted to read long documents or log into a system to review requirements 7 © Digite, Inc.
  • 8. Our Requirements Problem: Upstream Planning, Visibility and Prioritization  Extensive Back and Forth on Freezing Release Scope  Word/ Excel documents over Email  Keeping track of various documents/ emails/ discussions  Long exhausting meetings  Delayed Start to many Releases  Work started only after last release done – everyone, including Product Management, busy with last release  Release Scope freezing took too long 8 © Digite, Inc.
  • 9. Challenge for PM (and consequently Dev!)  How to be ready for the next release/ sprint. What to build (where do we start?)  How to prioritize (keeping in mind all stakeholders)  How to make sure we were not writing specs for features that wouldn’t get built  How to make sure we are not building the wrong product  How to keep all stakeholders abreast of what is coming 9 © Digite, Inc.
  • 10. Overall situation …..  A Very Costly Process! A LOT OF EFFORT before Use Cases or Epics/ User Stories made it to the Backlog!  When we spoke to our customers and other Bay Area companies, we realized we were not alone!  Getting from Vision/ Roadmap to User Stories in a Backlog is a lot of work – and is usually not very organized! 10 © Digite, Inc.
  • 11. Kanban to the Rescue! How we are today…11 © Digite, Inc.
  • 12. Our Kanban Journey  SwiftKanban – Brief History  Decision to build SwiftKanban – April 2010  Beta – Nov 2010  GA – July 2011  Advice/ input from several thought leaders – David Anderson, Jim Benson, Al Shalloway, Masa K Maeda, Yuval Yeret..  Kanban training – Q4, 2010  We started using it as soon as we launched Beta 12 © Digite, Inc.
  • 13. Benefits we sought from Kanban © Digite, Inc. 13  Small(er) batch size  Continuous (more frequent) delivery  Visibility to all stakeholders (including external customers)  Overall, greater thruput and quality We were EXCITED! We were raring to go!
  • 14. First version of our Kanban – As Is (2010-11) © Digite, Inc. 14
  • 15. Version 2 of our Kanban (2011-2012) Greater Attention to Planning/ Scoping © Digite, Inc. 15
  • 16. © Digite, Inc. 16 Version 2 of our Kanban (2011-2012) Execution separated from Planning/ Spec-ing
  • 17. © Digite, Inc. 17 Version 2 of our Kanban (2011-2012) Execution separated from Planning/ Spec-ing
  • 18. © Digite, Inc. 18 Version 3 of our Kanban (2012-Present) Roadmapping in a separate board
  • 19. © Digite, Inc. 19 Version 3 of our Kanban (2012-Present) Execution separated from Planning/ Spec-ing
  • 20. © Digite, Inc. 20 “The shorter the Project, the more planning it needs.” – old (Project Management) Jungle saying…!
  • 21. Key (Product) Management Process Changes © Digite, Inc. 21  Separate “Weekly Standup Meeting” (tho’ we continue to participate in Engg Daily Standup, mostly as observers) on the Planning Board  “Monthly Prioritization Meeting” with leadership team on Roadmap Board  Access to leadership to all boards. CEO/ Sales/ Support look at the board to see when they can expect a feature to be released
  • 22. How Work Really Gets Done in Dev/ QA User Story Planning  Backlog consists of New features and Enhancements  Backlog Prioritization by Rank  Estimation pulled in PM, Dev, UI team  Splitting Large User Stories into smaller Deployable Stories  Elaborating the stories (Specification writing)  Available in ‘Ready For Development’ Other Cards  Issues, Internal And Customer Defects are put directly into ‘Ready For Development’ lane with highest priority  Engineering Tasks are treated like user Stories
  • 23. How Work Really Gets Done in Dev/ QA Work Execution  Each Team Member Pulls next available card from ‘Ready For Development’ lane.  Each Card flows through Development Value stream:  Design -> Coding -> JUNIT Automation -> Code Review -> (Functional Test Case Dev + Functional Test Automation) -> Test Automation Review -> Validation.  Validated Cards are put into ‘Ready for Deployment’ lane.  Release when 20 Cards in ‘Ready For Deployment’  Generally, release cadence: 2 wks Work Tracking  Daily standup Calls  Generally, 1 card at a Time for all team members.  Monitoring and Controlling WIP violations  Focus on Impediments (Block)
  • 24. Going further – “Tribal Mashup…”? Backlog (By Source) Prioritized Scheduled In Progress Done Customers (3) Sales (3) Support (3) Marketing/ Product Mgt (5) Engineering (2) Representation from various sources
  • 25. Cross-Board Decomposition and Drilldown © Digite, Inc. 25
  • 26. How We Have Benefited  Areas of improvement  Right level of Features visibility throughout the cycle – from concept to deployment  Right level of User Story breakdown/ sizing for predictable delivery  Early commitment by Engg teams based on Estimation  Second level Prioritization by sales/ mgmt/ customers based on ‘cost of development”  Work on “truly relevant” requirements by PM team  Greater representation for all types of requirements (strategic  tactical  technical debt related)  Greater representation for all functions - non-sales/marketing including Support/ Engg! 26 © Digite, Inc.
  • 27. Cumulative Flow Diagram (Minus backlog/ archive) 11 Releases made during 2012! 18-24 planned for 2013.
  • 28. Average Cycle Time of User Stories 300% Reduction in Cycle Time thru a combination of factors!
  • 29. Business Benefits  Improved collaboration between functional teams and faster development  Improved sales/ customer expectation management  Faster feedback loops  Better overall product/ market fit  Faster time to market 29 © Digite, Inc.
  • 30. Q&A  Contact Information  mahesh@digite.com  @maheshsingh  Learn more at  www.swift-kanban.com  www.digite.com  Connect with us  Twitter - @swiftkanban/ @digite  Facebook – www.facebook.com/digite  Blogs and Articles  The Principles of Kanban Method Kanban Applied to Software Development Personal Kanban Scrumban Kanban vs. Scrum 10 example Kanban boards Explaining Cumulative Flow Diagrams Your Family, Agile, and You  Kanban Communities  Kanban Dev Group Lean Agile Group Lean Development Kanban-Ops IT Kanban 30 © Digite, Inc. About us About Kanban