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21/10/2014
Slide: 1
Innovative Product Road-mapping
in Consideration of Technical Debt
21/10/2014
Slide: 2
Guenther Ruhe
Jason Ho
Expert Decisions Inc.
ruhe@expertdecisions.com
21/10/2014
Slide: 3
www.expertdecisions.com
EDI was founded 2003 as a spin-off company from the University of Calgary
Offe...
21/10/2014
Slide: 4
Target audience for the webinar
• Product and project managers for product and service companies
• Exe...
21/10/2014
Slide: 5
Agenda
• Release planning – What? Why? How? (G)
• Technical debt (G)
• Managing technical debt –
An an...
21/10/2014
Slide: 6
Planning releases for incremental development
Releases/
iterations
Amountofimplementedfunctionality
Am...
21/10/2014
Slide: 7
Main challenges in release planning
• Lack of transparency of release decisions
• Dynamically changing...
21/10/2014
Slide: 8
Agenda
• Release planning – What? Why? How?
• Technical debt
• Managing technical debt - An analytic a...
21/10/2014
Slide: 9
What is known about financial debt?
- Short term advantages (capital, lump sum)
- Pay back
- A fee is ...
21/10/2014
Slide: 10
What is technical debt?
The accumulated amount/cost of rework needed to move from - -
 the current s...
21/10/2014
Slide: 11
How does financial relates to technical debt?
- Short term advantages (new/more features)
- You have ...
21/10/2014
Slide: 12
Implications of technical debt
- Product does not achieve its full potential
- Higher total cost/effo...
21/10/2014
Slide: 13
Agenda:
• Release planning – What? Why? How?
• Technical debt
• Managing technical debt - An analytic...
21/10/2014
Slide: 14
Analytic approach
21/10/2014
Slide: 15
Continuous measurement
Almost all measures of technical debt are proxies and context specific
• Amoun...
21/10/2014
Slide: 16
Agenda:
• Release planning – What? Why? How?
• Technical debt
• Managing technical debt - An analytic...
21/10/2014
Slide: 17
Decision support system ReleasePlanner™
• ReleasePlanner™ is a proprietary product offered in the for...
21/10/2014
Slide: 18
18
Synergy between ReleasePlanner and JIRA
21/10/2014
Slide: 19
Agenda:
• Release planning – What? Why? How?
• Technical debt
• Managing technical debt - An analytic...
21/10/2014
Slide: 20
Demo Project – ReleasePlanner™
• We apply our own tool on our release process
21/10/2014
Slide: 21
Step 1: Define TD metrics
Identify the TD metrics that are specific to the project context
• Amount o...
21/10/2014
Slide: 22
Step 2: Continuous monitoring by JIRA Sync
• Issue in JIRA is imported and synchronized in ReleasePla...
21/10/2014
Slide: 23
Step 3: TD monitoring
and estimation in
ReleasePlanner™
21/10/2014
Slide: 24
Step 4&5: Generate and analyze trade-off
solutions in ReleasePlanner™
21/10/2014
Slide: 25
Step 6: Select, execute and re-iterate
• Release plans in ReleasePlanner are exported to JIRA
for exe...
21/10/2014
Slide: 26
Agenda:
• Release planning – What? Why? How?
• Technical debt
• Managing technical debt - An analytic...
21/10/2014
Slide: 27
Take home messages
Release planning balancing between new
features and bug fixes will reduce technica...
21/10/2014
Slide: 28
21/10/2014
Slide: 29
29
How to get it started?
• Applicability
• Trial accounts
• Training and consulting
• Demo projects
...
21/10/2014
Slide: 30
Contacts and Questions
• Jason Ho
 Email: jasonh@expertdecisions.com
 Phone: +1 587 891 8822
• Guen...
21/10/2014
Slide: 31
Questions?
21/10/2014
Slide: 32
Guenther Ruhe
Jason Ho
Expert Decisions Inc.
ruhe@expertdecisions.com
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Innovative Product Road-mapping in Consideration of Technical Debt

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Products and innovations are growing in size, complexity, scope and quality demands. The "need for speed" makes the management of these processes even more complex. Analyzing big data reveals valuable hidden knowledge. We already now live in a world were digital resources are constantly available on-line and on-time. The real-time component of planning refers to the ongoing analysis of digital information related to products, their features, customer expectations, and market trends and information.

Decisions relevant for product managers refer to when-to-release, what-to-release (which features to offer and to whom), how to balance between functionality and quality, how to re-plan and how to react on changing requirements. The new system called RTPM (Real-Time Product Management) is an enhancement of an existing proprietary ReleasePlanner™ system. The data needs are satisfied from synchronization with the proprietary issue management system Jira. Case study results show the added value in terms of time savings and better release value.

Published in: Software
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Innovative Product Road-mapping in Consideration of Technical Debt

  1. 1. 21/10/2014 Slide: 1 Innovative Product Road-mapping in Consideration of Technical Debt
  2. 2. 21/10/2014 Slide: 2 Guenther Ruhe Jason Ho Expert Decisions Inc. ruhe@expertdecisions.com
  3. 3. 21/10/2014 Slide: 3 www.expertdecisions.com EDI was founded 2003 as a spin-off company from the University of Calgary Offers subscription services for tools and processes targeting optimized product and portfolio management • Product release and iteration planning • Release planning for SCRUM • Project portfolio planning • Release optimization with continuous data exchange to JIRA • Quality driven release planning • Release planning for management of technical debt Competitive advantage: Based on a patented technology and cutting-edge research from the associated laboratory for SEDS.
  4. 4. 21/10/2014 Slide: 4 Target audience for the webinar • Product and project managers for product and service companies • Executives • All kind of IT decision-makers • Business Analysts Purpose of the webinar • Understand current deficits in release and service planning • Understand the notion of technical debt • Learn about an analytically based approach to combine functional planning in consideration of technical debt • Learn about tool support utilizing existing issue management from JIRA • Get guidance on how to get it started
  5. 5. 21/10/2014 Slide: 5 Agenda • Release planning – What? Why? How? (G) • Technical debt (G) • Managing technical debt – An analytic approach (J) • Tool support (G) • Case study (J) • Summary and outlook (G) Guenther Ruhe Trong Tan Ho
  6. 6. 21/10/2014 Slide: 6 Planning releases for incremental development Releases/ iterations Amountofimplementedfunctionality Amountofrequestedfunctionality Releases/ iterations1.1 1.2 2.0 2.1 2.2 2.3 3.0 3.1 3.2 4.0 4.1
  7. 7. 21/10/2014 Slide: 7 Main challenges in release planning • Lack of transparency of release decisions • Dynamically changing business environment • Stakeholder and customer involvement • Too much focus on just functionality • Decisions need to be done more based on objective facts and analytics • More reactive than pro-active • Ignorance of resource and dependency considerations • Ignorance of technical debt MTD 2013 7
  8. 8. 21/10/2014 Slide: 8 Agenda • Release planning – What? Why? How? • Technical debt • Managing technical debt - An analytic approach • Tool support • Case study • Summary and outlook
  9. 9. 21/10/2014 Slide: 9 What is known about financial debt? - Short term advantages (capital, lump sum) - Pay back - A fee is continuously charged until debt is repaid (interest) - Temporary debt may be useful or not ... depends - Can end up in bankruptcy if debt accumulates beyond payback ability Adapted from www.bad-credit-loans.ca
  10. 10. 21/10/2014 Slide: 10 What is technical debt? The accumulated amount/cost of rework needed to move from - -  the current status (design, coding, testing, documentation) of the software system to the achieve  the requested (optimal) status of the software system. P. Kruchten, R. L. Nord, I. Ozkaya, "Technical debt: from metaphor to theory and practice.“, in IEEE Software, vol. 29 (2012), pp. 18-21.
  11. 11. 21/10/2014 Slide: 11 How does financial relates to technical debt? - Short term advantages (new/more features) - You have to pay back afterwards - A fee is charged (interest rate) - Financial debt potentially hides current problems - Could end up in system halts, operation interruptions --> technical bankruptcy - Loss of customers/business/ market share Adapted from blogs.ripple-rock.com
  12. 12. 21/10/2014 Slide: 12 Implications of technical debt - Product does not achieve its full potential - Higher total cost/effort needed Adapted from agilemakingprogress.blogspot.com
  13. 13. 21/10/2014 Slide: 13 Agenda: • Release planning – What? Why? How? • Technical debt • Managing technical debt - An analytic approach • Tool support • Case study • Summary and outlook
  14. 14. 21/10/2014 Slide: 14 Analytic approach
  15. 15. 21/10/2014 Slide: 15 Continuous measurement Almost all measures of technical debt are proxies and context specific • Amount of rework effort spent at the different stages of the process • Refactoring effort • How many defects have been detected and fixed? • How many defects are slipping through and how much does this cost? • How many requirements could not be implemented? • Degree of coverages gained from testing • Enhancements that are postponed due to lack of resources • Code style violations A combination is usually needed to get the best view of the technical debt to meet the needs of a specific team or organization.
  16. 16. 21/10/2014 Slide: 16 Agenda: • Release planning – What? Why? How? • Technical debt • Managing technical debt - An analytic approach • Tool support • Case study • Summary and outlook
  17. 17. 21/10/2014 Slide: 17 Decision support system ReleasePlanner™ • ReleasePlanner™ is a proprietary product offered in the form of Software as a Service. • The main functionality of the existing decision support system is: – Generation of optimized and diversified release plan alternatives – Maintenance of a feature repository – Flexible feature and resource modeling capabilities – Support of active stakeholder involvement – Pro-active plan analysis capabilities – Support for interactive scenario planning • Based on cutting-edge research at lab SEDS (University of Calgary) • Applied in 350+ customer and trial projects • US patented technology
  18. 18. 21/10/2014 Slide: 18 18 Synergy between ReleasePlanner and JIRA
  19. 19. 21/10/2014 Slide: 19 Agenda: • Release planning – What? Why? How? • Technical debt • Managing technical debt - An analytic approach • Tool support • Case study • Summary and outlook
  20. 20. 21/10/2014 Slide: 20 Demo Project – ReleasePlanner™ • We apply our own tool on our release process
  21. 21. 21/10/2014 Slide: 21 Step 1: Define TD metrics Identify the TD metrics that are specific to the project context • Amount of rework effort spent at the different stages of the process – tracked by legacy data learning – ReleasePlanner™ • Refactoring effort – tracked by JIRA internal ‘enhancements’ – refactoring • How many defects have been detected and fixed? – tracked by JIRA defects • How many defects are slipping through and how much does this cost? – tracked by legacy data learning – ReleasePlanner™ • How many requirements could not be implemented? – tracked by JIRA ‘new features’ A combination is usually needed to get the best view of the technical debt to meet the needs of a specific team or organization.
  22. 22. 21/10/2014 Slide: 22 Step 2: Continuous monitoring by JIRA Sync • Issue in JIRA is imported and synchronized in ReleasePlanner
  23. 23. 21/10/2014 Slide: 23 Step 3: TD monitoring and estimation in ReleasePlanner™
  24. 24. 21/10/2014 Slide: 24 Step 4&5: Generate and analyze trade-off solutions in ReleasePlanner™
  25. 25. 21/10/2014 Slide: 25 Step 6: Select, execute and re-iterate • Release plans in ReleasePlanner are exported to JIRA for execution
  26. 26. 21/10/2014 Slide: 26 Agenda: • Release planning – What? Why? How? • Technical debt • Managing technical debt - An analytic approach • Tool support • Case study • Summary and outlook
  27. 27. 21/10/2014 Slide: 27 Take home messages Release planning balancing between new features and bug fixes will reduce technical debt (1) Continuous and customized measurement are needed to understand TD (2) Data analytics and scenario-based optimization will create more transparent and justifiable plans (3) Tool support is in place and ready to use to utilize the best of both worlds. Ask for a trial! (4)
  28. 28. 21/10/2014 Slide: 28
  29. 29. 21/10/2014 Slide: 29 29 How to get it started? • Applicability • Trial accounts • Training and consulting • Demo projects • Proof of ROI • Readiness • Customizable • Book available        
  30. 30. 21/10/2014 Slide: 30 Contacts and Questions • Jason Ho  Email: jasonh@expertdecisions.com  Phone: +1 587 891 8822 • Guenther Ruhe  Email: ruhe@expertdecisions.com  Phone: +1 403 608 1180 • Website: http://www.expertdecisions.com/
  31. 31. 21/10/2014 Slide: 31 Questions?
  32. 32. 21/10/2014 Slide: 32 Guenther Ruhe Jason Ho Expert Decisions Inc. ruhe@expertdecisions.com

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