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UKLUG 2012 – Cardiff, Wales
My Session Name
Warren Elsmore
Zen and the art of requirements
gathering
September 2012
Why getting to “In time, On budget and In scope” is easier if you
start out right
Presenter: Femke Goedhart & Tim Clark
UKLUG 2012 – Cardiff, Wales
•Business Consultant
•Ipsamet Consulting | Silverside
•@FemkeGoedhart
•http://femkegoedhart.com
About us….
Tim Clark Femke Goedhart
• Director of Prof. Services
• Teamstudio
• @TimsterC
• http://tc-soft.com
UKLUG 2012 – Cardiff, Wales
And now for something completely
different…
UKLUG 2012 – Cardiff, Wales
Roleplay #1
UKLUG 2012 – Cardiff, Wales
My Session Name
Warren Elsmore5#engageug
UKLUG 2012 – Cardiff, Wales
10 Cosmic truths about
requirements gathering
From
‘More about software requirements’ by Karl E. Wiegers
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
#1: If you don’t get the requirements right,
it doesn’t matter how well you execute the
rest of the project
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
Development Work
Developmen
t
60%
Rework
40%
Shull et al. 2002, GAO 2004
UKLUG 2012 – Cardiff, Wales
Influence Of Requirements On
Rework
Rework
40%
Other
25%
Leffingwell 1997
Requirement
Errors
75%
UKLUG 2012 – Cardiff, Wales
#2 Requirement development is
a discovery and invention
process, not just a collection
process
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
Expectation Gap
Time —>
Expectation gap
Software Requirements third edition, Karl Wiegers & Joy Beatty
UKLUG 2012 – Cardiff, Wales
Time —>
Expectation gap
touch pointtouch point
Software Requirements third edition, Karl Wiegers & Joy Beatty
UKLUG 2012 – Cardiff, Wales
Cone of uncertainty
Boehm 1981
UKLUG 2012 – Cardiff, Wales
#3 Change happens
(so does sh*t)
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
•Get sign off, before you move on
•Manage the refinement of requirements
•Change management process for RFCs
UKLUG 2012 – Cardiff, Wales
Start With The Why
Vision & Scope document
User requirements document
Software requirements specification
WHY
HOW
WHAT
UKLUG 2012 – Cardiff, Wales
Increasing Levels Of Details:
Vision & Scope document
User requirements document
Software requirements specification
Business
requirement
Business
rules
User
requirement
Quality
Attribute
External
interfaces
Functional
requirement
System
requirement
Constraints
Non-Functional
requirement
Software Requirements third edition, Karl Wiegers & Joy Beatty
UKLUG 2012 – Cardiff, Wales
1x
Cost Of Rework
UKLUG 2012 – Cardiff, Wales
1x
Cost Of Rework
5-10x
UKLUG 2012 – Cardiff, Wales
1x
5-10x
100x
Boehm 1981; Grady 1999; Haskins 2004
Cost Of Rework
UKLUG 2012 – Cardiff, Wales
•So do you really need an RFC process ???
UKLUG 2012 – Cardiff, Wales
Roleplay #2
UKLUG 2012 – Cardiff, Wales
#4 The interests of all
stakeholders intersect in the
requirements process
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
Analyst
Other
Stakeholders
Customer
User
Developer
Tester
Project
Manager
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
Office politics – org chart
Influencers
Decision
Makers
Sponsor Fred
Jones
Tamsin
Smith
Rajesh
Patel
Alma
Simmons
Nigel
Falstaff
Finlay
McDonagh
UKLUG 2012 – Cardiff, Wales
• Direct users
• Indirect users
• Stakeholders
• Sponsors
• Acquirer
• Management
• Compliance auditor
• Suppliers
• Regulatory body
• Quality assurance
• Etc, etc…….
Who will use it?
Who will depend on it?
Who has a stake in it?
Who will own it?
UKLUG 2012 – Cardiff, Wales
#5 Customer involvement is the
most critical contributor to
software quality
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
•Identify user classes
•Select product champions
•Build prototypes
•Agree on customer rights & responsibilities
UKLUG 2012 – Cardiff, Wales
UKLUG 2012 – Cardiff, Wales
#6 The customer is not always
right, but the customer always
has a point
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
•Be critical, play devils advocate
•Be open
•Be realistic
…..and get the customer to see reason
UKLUG 2012 – Cardiff, Wales
Roleplay #3
UKLUG 2012 – Cardiff, Wales
My Session Name
Warren Elsmore33#engageug
UKLUG 2012 – Cardiff, Wales
?
UKLUG 2012 – Cardiff, Wales
?
UKLUG 2012 – Cardiff, Wales
!
UKLUG 2012 – Cardiff, Wales
https://www.youtube.com/watch?v=OmCxtWrRQJ8
UKLUG 2012 – Cardiff, Wales
#7 The first question an analyst
should ask about a proposed
new requirement is,
“is this requirement in scope?”
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
Context diagram
Cafeteria
Ordering
System
Menu
Manager
Patron
Order
Process
Meal
Deliverer
Payroll
System
DeMarco 1979, Karl Wiegers 2003
UKLUG 2012 – Cardiff, Wales
MOSCOW
Requirement M S C W
Insert multiple order lines x
Create an export of closed orders x
Allow to copy order details to
allow quick registration
x
Allow for inserting personal notes
on orders
x
UKLUG 2012 – Cardiff, Wales
MOSCOW
Requirement Costs M S C W
Insert multiple order lines $ 100 x
Create an export of closed orders $ 1500 x x
Allow to copy order details to
allow quick registration
$ 250 x
Allow for inserting personal notes
on orders
$ 100 x x
UKLUG 2012 – Cardiff, Wales
EISENHOWER DECISION
MATRIX
Urgent Not Urgent
Important
Crises
Deadlines
Problems
Relationships
Planning
Recreation
Not Important
Interruptions
Meetings
Activities
Time Wasters
Pleasant
Activities
Trivia
UKLUG 2012 – Cardiff, Wales
PRIORITISE
Urgent Not Urgent
Important Must! Should
Not Important Could
Won’t
(Nice to have)
UKLUG 2012 – Cardiff, Wales
#8 Even the best requirements
document cannot – and should
not – replace human dialogue
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
Time —>
Expectation gap
touch pointtouch point
Software Requirements third edition, Karl Wiegers & Joy Beatty
UKLUG 2012 – Cardiff, Wales
#9 The requirements might be
vague, but the product will be
specific
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
Make it “SMART”
• Specific
• What? Why? Who? Where? Which?
• Measurable
• How much? How many? Is it quantifiable?
• Attainable
• Can it be achieved with the resources & facilities available?
• Relevant
• Does it relate to the project vision & scope?
• Timely
• Can I set a date to it?
UKLUG 2012 – Cardiff, Wales
A picture is worth more than a 1000
words
Requirement
The current solution that Xxxxx have created in the Xxxxxxxx, XX depot is that they complete a spreadsheet that is shared across all members of the depot. This is effective but is a lot of work to enter all data for each delivery or collection. It’s also dependent on
each driver having a smartphone with a data connection to access the Google spreadsheet while out at each delivery/collection site. The photos that are currently brought back are then uploaded at the office and there is a final task to match the photo with the
delivery record.
The requirement is to have a system for the depot dispatcher to be able to assign jobs to each truck for the day and also be able to assign ad-hoc deliveries or collections while the driver is out on their route.
The drivers needs to be able to select which truck they are assigned to and then see the jobs that are assigned to that truck. Once they have arrived at the delivery site, they need to be able to take photographs of the site as they arrive, the materials delivered to
site and then the site as they leave. Also the ability to capture a signature and receiver’s name or to record that there was no one on site to receive the delivery.
Solution
The proposed solution is that there will be two streams of development but a single Notes/Domino .nsf for each depot. One stream will be for the dispatcher side of the application and based on a desktop browser and one for the driver’s version of the application
that will be capable of running in Teamstudio Unplugged on iPhone or Android mobile devices. The dispatcher’s screen would be able to take a delivery schedule item and place it onto a truck’s route. The system would know the gross weight of each delivery and
the max laden capacity of each vehicle and therefore not allow any one truck to be over loaded. Each driver will be able to readjust the delivery schedule based on his/her local knowledge of the route and be able to drag and drop each item on their route
schedule. Once the driver has delivered their goods they can update the dispatcher by running a sync of the system so that the central database is updated with the collected information. The driver starts the process by selecting which vehicle they are assigned
to and then gets to view the deliver schedule. Once they have organized it to their liking the driver can set off to the first delivery. At the delivery the driver clicks on the job card and is asked to take a photo of the scene to record the original state of the delivery
environment. Once the goods have been delivered to site then the driver can take another photo to record the good on-site. He/She can then gather a delivery signature from the person receiving the goods or just click ‘No Signature’ if there is no one there. Just
before leaving the driver takes a last photo and to show the delivery environment after the delivery has been made to prove that no damage has been caused during the time of delivery. This is all sent back to the controller so that they have an understanding of
the delivery status and the site status before, during and after delivery. The Dispatcher also knows how far along he schedule his driver is at any given point. They also have all the information required should a customer call to question a delivery status or goods
left by the driver.
The sketches that follow are Teamstudio’s concept images for this application and will be subject to change when discussed with the customer during the initial phase of the development project.
UKLUG 2012 – Cardiff, Wales
#10 You’re never going to have
perfect requirements
More about Software Requirements 2006, Karl Wiegers
UKLUG 2012 – Cardiff, Wales
Cone of uncertainty
Boehm 1981
UKLUG 2012 – Cardiff, Wales
Questions ?
UKLUG 2012 – Cardiff, Wales
Bibliography
•Software Requirements (Third Edition)
Karl Wiegers & Joy Beatty
ISBN: 978-0-7356-7966-5 (Microsoft Press)
•More About Software Requirements (Best Practices)
Karl Wiegers
ISBN: 978-0-7356-2267-8 (Microsoft Press)
•Mockup tool: http://balsamiq.com/
UKLUG 2012 – Cardiff, Wales
•Business Consultant
•Ipsamet Consulting | Silverside
•@FemkeGoedhart
•http://femkegoedhart.com
About us….
Tim Clark Femke Goedhart
• Director of Prof. Services
• Teamstudio
• @TimsterC
• http://tc-soft.com

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ICONUK 2015: Zen and the art of requirements gathering, why getting to "In time, On budget and In scope" is easier if you start out right

  • 1. UKLUG 2012 – Cardiff, Wales My Session Name Warren Elsmore Zen and the art of requirements gathering September 2012 Why getting to “In time, On budget and In scope” is easier if you start out right Presenter: Femke Goedhart & Tim Clark
  • 2. UKLUG 2012 – Cardiff, Wales •Business Consultant •Ipsamet Consulting | Silverside •@FemkeGoedhart •http://femkegoedhart.com About us…. Tim Clark Femke Goedhart • Director of Prof. Services • Teamstudio • @TimsterC • http://tc-soft.com
  • 3. UKLUG 2012 – Cardiff, Wales And now for something completely different…
  • 4. UKLUG 2012 – Cardiff, Wales Roleplay #1
  • 5. UKLUG 2012 – Cardiff, Wales My Session Name Warren Elsmore5#engageug
  • 6. UKLUG 2012 – Cardiff, Wales 10 Cosmic truths about requirements gathering From ‘More about software requirements’ by Karl E. Wiegers More about Software Requirements 2006, Karl Wiegers
  • 7. UKLUG 2012 – Cardiff, Wales #1: If you don’t get the requirements right, it doesn’t matter how well you execute the rest of the project More about Software Requirements 2006, Karl Wiegers
  • 8. UKLUG 2012 – Cardiff, Wales Development Work Developmen t 60% Rework 40% Shull et al. 2002, GAO 2004
  • 9. UKLUG 2012 – Cardiff, Wales Influence Of Requirements On Rework Rework 40% Other 25% Leffingwell 1997 Requirement Errors 75%
  • 10. UKLUG 2012 – Cardiff, Wales #2 Requirement development is a discovery and invention process, not just a collection process More about Software Requirements 2006, Karl Wiegers
  • 11. UKLUG 2012 – Cardiff, Wales Expectation Gap Time —> Expectation gap Software Requirements third edition, Karl Wiegers & Joy Beatty
  • 12. UKLUG 2012 – Cardiff, Wales Time —> Expectation gap touch pointtouch point Software Requirements third edition, Karl Wiegers & Joy Beatty
  • 13. UKLUG 2012 – Cardiff, Wales Cone of uncertainty Boehm 1981
  • 14. UKLUG 2012 – Cardiff, Wales #3 Change happens (so does sh*t) More about Software Requirements 2006, Karl Wiegers
  • 15. UKLUG 2012 – Cardiff, Wales •Get sign off, before you move on •Manage the refinement of requirements •Change management process for RFCs
  • 16. UKLUG 2012 – Cardiff, Wales Start With The Why Vision & Scope document User requirements document Software requirements specification WHY HOW WHAT
  • 17. UKLUG 2012 – Cardiff, Wales Increasing Levels Of Details: Vision & Scope document User requirements document Software requirements specification Business requirement Business rules User requirement Quality Attribute External interfaces Functional requirement System requirement Constraints Non-Functional requirement Software Requirements third edition, Karl Wiegers & Joy Beatty
  • 18. UKLUG 2012 – Cardiff, Wales 1x Cost Of Rework
  • 19. UKLUG 2012 – Cardiff, Wales 1x Cost Of Rework 5-10x
  • 20. UKLUG 2012 – Cardiff, Wales 1x 5-10x 100x Boehm 1981; Grady 1999; Haskins 2004 Cost Of Rework
  • 21. UKLUG 2012 – Cardiff, Wales •So do you really need an RFC process ???
  • 22. UKLUG 2012 – Cardiff, Wales Roleplay #2
  • 23. UKLUG 2012 – Cardiff, Wales #4 The interests of all stakeholders intersect in the requirements process More about Software Requirements 2006, Karl Wiegers
  • 24. UKLUG 2012 – Cardiff, Wales Analyst Other Stakeholders Customer User Developer Tester Project Manager More about Software Requirements 2006, Karl Wiegers
  • 25. UKLUG 2012 – Cardiff, Wales Office politics – org chart Influencers Decision Makers Sponsor Fred Jones Tamsin Smith Rajesh Patel Alma Simmons Nigel Falstaff Finlay McDonagh
  • 26. UKLUG 2012 – Cardiff, Wales • Direct users • Indirect users • Stakeholders • Sponsors • Acquirer • Management • Compliance auditor • Suppliers • Regulatory body • Quality assurance • Etc, etc……. Who will use it? Who will depend on it? Who has a stake in it? Who will own it?
  • 27. UKLUG 2012 – Cardiff, Wales #5 Customer involvement is the most critical contributor to software quality More about Software Requirements 2006, Karl Wiegers
  • 28. UKLUG 2012 – Cardiff, Wales •Identify user classes •Select product champions •Build prototypes •Agree on customer rights & responsibilities
  • 29. UKLUG 2012 – Cardiff, Wales
  • 30. UKLUG 2012 – Cardiff, Wales #6 The customer is not always right, but the customer always has a point More about Software Requirements 2006, Karl Wiegers
  • 31. UKLUG 2012 – Cardiff, Wales •Be critical, play devils advocate •Be open •Be realistic …..and get the customer to see reason
  • 32. UKLUG 2012 – Cardiff, Wales Roleplay #3
  • 33. UKLUG 2012 – Cardiff, Wales My Session Name Warren Elsmore33#engageug
  • 34. UKLUG 2012 – Cardiff, Wales ?
  • 35. UKLUG 2012 – Cardiff, Wales ?
  • 36. UKLUG 2012 – Cardiff, Wales !
  • 37. UKLUG 2012 – Cardiff, Wales https://www.youtube.com/watch?v=OmCxtWrRQJ8
  • 38. UKLUG 2012 – Cardiff, Wales #7 The first question an analyst should ask about a proposed new requirement is, “is this requirement in scope?” More about Software Requirements 2006, Karl Wiegers
  • 39. UKLUG 2012 – Cardiff, Wales Context diagram Cafeteria Ordering System Menu Manager Patron Order Process Meal Deliverer Payroll System DeMarco 1979, Karl Wiegers 2003
  • 40. UKLUG 2012 – Cardiff, Wales MOSCOW Requirement M S C W Insert multiple order lines x Create an export of closed orders x Allow to copy order details to allow quick registration x Allow for inserting personal notes on orders x
  • 41. UKLUG 2012 – Cardiff, Wales MOSCOW Requirement Costs M S C W Insert multiple order lines $ 100 x Create an export of closed orders $ 1500 x x Allow to copy order details to allow quick registration $ 250 x Allow for inserting personal notes on orders $ 100 x x
  • 42. UKLUG 2012 – Cardiff, Wales EISENHOWER DECISION MATRIX Urgent Not Urgent Important Crises Deadlines Problems Relationships Planning Recreation Not Important Interruptions Meetings Activities Time Wasters Pleasant Activities Trivia
  • 43. UKLUG 2012 – Cardiff, Wales PRIORITISE Urgent Not Urgent Important Must! Should Not Important Could Won’t (Nice to have)
  • 44. UKLUG 2012 – Cardiff, Wales #8 Even the best requirements document cannot – and should not – replace human dialogue More about Software Requirements 2006, Karl Wiegers
  • 45. UKLUG 2012 – Cardiff, Wales Time —> Expectation gap touch pointtouch point Software Requirements third edition, Karl Wiegers & Joy Beatty
  • 46. UKLUG 2012 – Cardiff, Wales #9 The requirements might be vague, but the product will be specific More about Software Requirements 2006, Karl Wiegers
  • 47. UKLUG 2012 – Cardiff, Wales Make it “SMART” • Specific • What? Why? Who? Where? Which? • Measurable • How much? How many? Is it quantifiable? • Attainable • Can it be achieved with the resources & facilities available? • Relevant • Does it relate to the project vision & scope? • Timely • Can I set a date to it?
  • 48. UKLUG 2012 – Cardiff, Wales A picture is worth more than a 1000 words Requirement The current solution that Xxxxx have created in the Xxxxxxxx, XX depot is that they complete a spreadsheet that is shared across all members of the depot. This is effective but is a lot of work to enter all data for each delivery or collection. It’s also dependent on each driver having a smartphone with a data connection to access the Google spreadsheet while out at each delivery/collection site. The photos that are currently brought back are then uploaded at the office and there is a final task to match the photo with the delivery record. The requirement is to have a system for the depot dispatcher to be able to assign jobs to each truck for the day and also be able to assign ad-hoc deliveries or collections while the driver is out on their route. The drivers needs to be able to select which truck they are assigned to and then see the jobs that are assigned to that truck. Once they have arrived at the delivery site, they need to be able to take photographs of the site as they arrive, the materials delivered to site and then the site as they leave. Also the ability to capture a signature and receiver’s name or to record that there was no one on site to receive the delivery. Solution The proposed solution is that there will be two streams of development but a single Notes/Domino .nsf for each depot. One stream will be for the dispatcher side of the application and based on a desktop browser and one for the driver’s version of the application that will be capable of running in Teamstudio Unplugged on iPhone or Android mobile devices. The dispatcher’s screen would be able to take a delivery schedule item and place it onto a truck’s route. The system would know the gross weight of each delivery and the max laden capacity of each vehicle and therefore not allow any one truck to be over loaded. Each driver will be able to readjust the delivery schedule based on his/her local knowledge of the route and be able to drag and drop each item on their route schedule. Once the driver has delivered their goods they can update the dispatcher by running a sync of the system so that the central database is updated with the collected information. The driver starts the process by selecting which vehicle they are assigned to and then gets to view the deliver schedule. Once they have organized it to their liking the driver can set off to the first delivery. At the delivery the driver clicks on the job card and is asked to take a photo of the scene to record the original state of the delivery environment. Once the goods have been delivered to site then the driver can take another photo to record the good on-site. He/She can then gather a delivery signature from the person receiving the goods or just click ‘No Signature’ if there is no one there. Just before leaving the driver takes a last photo and to show the delivery environment after the delivery has been made to prove that no damage has been caused during the time of delivery. This is all sent back to the controller so that they have an understanding of the delivery status and the site status before, during and after delivery. The Dispatcher also knows how far along he schedule his driver is at any given point. They also have all the information required should a customer call to question a delivery status or goods left by the driver. The sketches that follow are Teamstudio’s concept images for this application and will be subject to change when discussed with the customer during the initial phase of the development project.
  • 49. UKLUG 2012 – Cardiff, Wales #10 You’re never going to have perfect requirements More about Software Requirements 2006, Karl Wiegers
  • 50. UKLUG 2012 – Cardiff, Wales Cone of uncertainty Boehm 1981
  • 51. UKLUG 2012 – Cardiff, Wales Questions ?
  • 52. UKLUG 2012 – Cardiff, Wales Bibliography •Software Requirements (Third Edition) Karl Wiegers & Joy Beatty ISBN: 978-0-7356-7966-5 (Microsoft Press) •More About Software Requirements (Best Practices) Karl Wiegers ISBN: 978-0-7356-2267-8 (Microsoft Press) •Mockup tool: http://balsamiq.com/
  • 53. UKLUG 2012 – Cardiff, Wales •Business Consultant •Ipsamet Consulting | Silverside •@FemkeGoedhart •http://femkegoedhart.com About us…. Tim Clark Femke Goedhart • Director of Prof. Services • Teamstudio • @TimsterC • http://tc-soft.com