Managing Requirements in Agile Development - Best Practices for Tool-Based Requirements Management Using Jama

Managing Requirements in Agile
Development
Best Practices for Tool-Based Requirements Management
Using Jama
Handout Version
Dr. Andreas Birk und Gerald Heller, Software.Process.Management
July 18, 2014, Webinar of QA Systems Akademie
Includes additional notes &
comments

Agenda
What is agile development? – What is agile requirements management (RM)?
Agile requirements practices
 User stories & more
 Requirements collaboration & reviews
 From user stories to agile development cycles
Agile requirements in product development & for hardware/software systems
Transition to agile RM
Summary
2July 18, 2014 © 2014, Software.Process.Management

What Is Agile Development?

Agile Methods
Lean
Scrum
FDD
DAD
XP
ASD
Crystal
Kanban
Agile development can be
characterized by referring to the use
of agile methods.
Scrum, XP, Lean, and Kanban might
be the most well-known. Scrum might
be by far the one applied most often.
Many organizations use a blend of
agile methods.

The Agile Manifesto summarizes the
widely agreed-upon common values
of agile development.

Scrum Overview (By The Book)
Sprint
Planning
Increment
Sprint
1-4 Weeks
Agile Iteration
Cycle (Sprint)
Sprint Review &
Retrospective
Daily Scrum
Sprint
Backlog
Product
Backlog
Source:J.Sutherland,K.Schwaber:TheScrumGuide:TheDefinitiveGuidetoScrum:TheRulesof
theGame.Srum.org,July2013.
Scrum illustrates important
characteristics of agile development.Backlogs and backlog items define
the work to be done
Iterative development cycles (Sprints)
structure the development work
Increments make the work focus on
relevant results and help critiquing
and improving the work done so far
But where are the requirements?! …

What Is Agile
Requirements Management?

There is no such thing like “Agile RM”
… at least, there is no agreed-upon, comprehensive definition of
“Agile Requirements Management”

Agile RM Is …
Agile RM is an evolving collection of practices
Every project or organization should adopt its own suitable approach to agile RM
However, there are blueprints of recommended agile RM practices
Frameworks are available that help setting agile RM practices into context
Most agile methods have emerged
with a focus on implementation.
Although agile has made many
important contributions to RM, a
mature and comprehensive agile RM
approach is still lacking.

Agile Requirements Frameworks
Scaled Agile Framework SAFe (Leffingwell)
Scaling Lean & Agile Development LeSS (Larman, Vodde)
Disciplined Agile Delivery DAD (Ambler)
Discover to Deliver (Gottesdiener)
Specification by Example SBE (Adzic, Fowler, and others)
Acceptance Test Driven Development ATDD (Gärtner, Koskela, and others)
User Stories Applied (Cohn)
Use Case 2.0 (Jacobson)
Agile Product Canvas (Pichler)
Agile Modeling & Agile Documentation (Ambler, Rüping and others)
Further information: http://makingofsoftware.com/2014/agile-requirements-frameworks
Agile requirements frameworks guide
the design of your specific agile RM
approach. However, they nearly
always must be tailored to the
situation at hand.
SAFe is perhaps the most
comprehensive and useful agile RM
framework available today
You find a brief presentation of the
Agile Product Canvas later in this
presentation

Map of Selected Agile RM Practices
User Story
Epic
Feature
Task
Work Item ArtifactsGoal & Coordination Artifacts
Vision
Investment Theme
Sprint Goal
Story Map
Supporting Practices
Acceptance Test
3 C‘s
Role – Feature – Reason
Given – When – Then
Definition of Ready
INVEST
Persona
Agile RM practices can guide and
support requirements activities on an
individual activities level
User stories are the most important
fundamental concept of agile RM

Challenges & Gaps of Agile RM
Elicit & collect backlog items
Organize backlog for multiple teams & on one product
Achieve overall product view
Organize HW/SW system development
Support reuse of products & requirements
Most available agile RM approaches
leave several challenges and gaps
when it comes to more complex
development tasks or contexts.
Be prepared to design and evolve
your RM practices in order to deal
with such challenges.
Below, you find suggestions and
recommendations for how you design
your agile RM approach in order to
master these challenges.

Agile Requirements Practices:
User Stories & More

User Story
A User Story is a software system requirement formulated as
one or two sentences in the everyday or business language of
the user
 A User Story must be small enough to be completed in one cycle
 A User Story is an informal statement of the requirement as long as the
correspondence of acceptance testing procedures is lacking
14
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Agile RM - User Story
This screen shot shows how you can
design and structure your user story
items in Jama.

Extended Agile RM Framework
16
Agile Development Cycles
(e.g., according to Scrum or SAFe)
Define Project
Elicit
Requirements
Goals
Scope
Stake-
holders
Requirements Artifacts & Knowledge Representation
Initial
Backlog
Address requirements
activities & information
that precede and
accompany agile
development cycles
Many agile methods leave it open
how you can gain the initial backlog.
We recommend you start using
established RM practices.
Consider to maintain a continuous
requirements base while performing
the agile development workflow.

Support a Product View Perspective:
The Product Canvas Structure
17
Source:RomanPichler,PichlerConsulting,http://www.romanpichler.com/
The Agile Product Canvas provides a
structure of early high-level product
planning and requirements definition.

Structure Agile Projects
Within an RM tool like Jama,
represent each aspect of the Agile
Product Canvas by a separate
requirements set.
You might also define specific item
types for individual kinds of
requirement, e.g., for personas.

Configure Relationships of Requirements
From Jama version 2014.1 on, you
can explicitly define the relationships
between requirements item types.
This helps maintaining large
requirements structures and provides
guidance to requirements managers.

Requirements Collaboration &
Requirements Reviews

Communicate about Requirements
Jama offers many collaboration
features that facilitate and foster agile
communication on requirements.

Review Requirements
Jama’s review functionality is another
useful support to agile collaboration
within the team and for customer
interaction

From User Stories to
Agile Development Cycles

Connect Features and User Stories
In medium to large size agile
development, user stories must be
assigned to features or epics.
Use Jama’s relationships to link
these item types with each other.
Trace relationships can be visualized
in the explorer window, helping to
maintain good requirements structure
and supporting easy navigation.

Cascades of Agile Requirements Backlogs
25
Sprint
Backlog
(User
Stories)
Portfolio
Backlog
Release
Backlog
Product
Backlog
Sprint
Backlog
(Tasks)
Let‘s illustrate this in Jama ...
Agile development usually requires a
cascade of related requirements and
tasks backlogs.

Agile RM - Sprints
In Jama, you can organize different
kinds of backlogs as separate
requirements sets.

Agile RM – Release Backlog
The release can conveniently be
defined using Jama’s release concept.

Transfer User Stories to Agile Workflow Tool
28
transfer & synchronize user stories
Jama offers integrations with specialized agile tools like JIRA Agile
Consider to use such integrations in order to blend strong RM support with agile workflow support
Often, it can be required to link a
requirements tool with a specialized
agile workflow tool like JIRA Agile.
Jama offers plug-ins for transferring
and synchronizing requirements to
those other tools.

Use Specialized Agile Workflow Support in
Conjunction with RM Tool like Jama
29
Image Source: https://www.atlassian.com/software/jira/agile
While managing requirements and
early phases of the agile workflow in
Jama, tools like JIRA Agile provide
specific agile development support,
e.g., task boards & burndown charts

Product Development &
Hardware/Software Systems
In continuous product development
or for integrated hardware/software
systems, you often need to manage
requirements collections for agile as
well as for non-agile development.

Manage Overall Requirements Collection
for Agile & Non-Agile Development
31
Overall system requirements
and subsystem-requirements …
Hardware requirements: Non-agile workflow
Software requirements: Agile workflow
Manage all requirements centrally
Serve different workflows per subsystem
This example shows hot you can
structure requirements to serve agile
as well as non-agile development.

Transition to Agile RM
How can you transition to agile RM?
What principles can guide this
transition?

Build Your Own Agile RM Practices
Start with a basic & simple approach
Eliminate impediments while moving forward
Use available agile improvement approaches:
Daily Scrum, Scrum master, retrospectives etc.
33
Photo:Byedgarator,CreativeCommonsby-na,http://www.flickr.com/photos/edgarator/5848267059/
When moving to agile RM, start
simple and gradually evolve your
practices.

Summary
Integrate agile methods with established RM
practices
Establish strong tool support: RM with/plus Agile
Develop your own customized agile RM solution

Contact
35
Dr. Andreas Birk
Software.Process.Management
info@swpm.de
http://www.swpm.de
Blog & Resources
http://MakingOfSoftware.com
Gerald Heller

Further Information
Survey of agile requirements management frameworks
http://makingofsoftware.com/2014/agile-requirements-frameworks
Training der QA-Systems Akademie
Requirements-Management in der agilen Software-Entwicklung
6. November 2014, Ludwigsburg bei Stuttgart
http://www.qa-systems.de/akademie/einzelansicht.html?tuid=36

Agile RM
D. Leffingwell, Agile software requirements: Lean requirements
practices for teams, programs, and the enterprise. Boston, MA: Addison
Wesley, 2010.
Scaled Agile Framework (SAFe™) website:
http://scaledagileframework.com/
M. Cohn, User stories applied: For agile software development.
Amsterdam: Addison-Wesley Longman, 2004.
July 18, 2014 © 2014, Software.Process.Management 37

Agile RM
R. Pichler, Agile product management with scrum: Creating products
that customers love, 1st Ed. Amsterdam: Addison-Wesley Longman,
2010.
J. Bergsmann, Requirements Engineering für die agile
Softwareentwicklung: Methoden, Techniken und Strategien. Heidelberg:
dpunkt.verlag, 2014.

Agile Improvement
E. Derby and D. Larsen, Agile retrospectives: Making good teams great.
The Pragmatic Programmers, 2006.
N. L. Kerth, Project retrospectives: A handbook for team reviews.
Sunnyvale, CA: Computer Bookshops, 2001.

Agile Improvement
L. Rising and M. L. Manns, Fearless change: Patterns for introducing
new ideas. Amsterdam: Addison-Wesley Longman, 2004.

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