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Lean Agile Requirements Engineering in Large Scale Complex Environments

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Building large-scale software and cyber-physical systems (CPS) is one of the most complex and challenging endeavors in the industry today.

Emerging practices from industries like Automotive, MedTec and Finance offer a different approach to handle this inherent complexity. This new approach focuses on a solution centric development, where the solution itself determines the kind of documentation produced, not necessarily the methodology employed. This leads into a separation of transient (development life cycle dependent objects) and solution objects.

Today, in this VUCA-World, most complex endeavors don’t start as a green field. A considerable amount of existing solution documentation (such as architecture/s, models, design decisions, and requirements) may have been accumulated over several years or even decades. Additionally, in some industries, e.g. automotive suppliers, the expected lifespan of newly built solutions is more than 20 years. This means that the future engineers who will work on these systems are currently attending Kindergarden… We must take this into consideration and ensure that current and evolving requirements, design and intent are clearly stated and documented.

To this end SAFe offers ‘Solution Intent’ which serves as a “repository for storing, managing, and communicating the knowledge of current and intended Solution behavior.” This elegant solution allows us to capture the knowledge and the basic understanding of current and evolving requirements,
design, and intent—that is, the larger purpose of the solution.

For this webinar, join Peter Pedros, CEO and Founder of PEDCO-Applied SAFe as we outline some of these emerging approaches and discuss the pros and cons (based on experience with Applied SAFe, the implementation of SAFe as a process model).

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Lean Agile Requirements Engineering in Large Scale Complex Environments

  1. 1. 1 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 1 Peter Pedross, PEDCO – CEO & Founder Lean Agile Requirements Engineering in Large Scale Complex Environments PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 2 Peter Pedross CEO & Founder Phone: +41 76 373 35 95 E-Mail: peter.pedross@pedco.eu Web: www.pedco.eu Peter Pedross ▪ 30+ years experience in Software Engineering. ▪ Studied Software Engineering, Finance and Management Psychology ▪ World-wide responsible for lifecycles, processes, methods and tools at a leading Swiss financial institute ▪ Several publications and lectures since 1995 in USA, Japan and Europe. ▪ Certified in "Scaled Agile Framework" and "Disciplined Agile Delivery", EFQA, CMMI, PMI. ▪ Encountered first experience with Agile in 1999 (XP) ▪ President of the board for computer science at the Swiss Association of Quality and member of the board of directors. CEO AND FOUNDER OF PEDCO
  2. 2. 2 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 3 Agenda 1. Introduction 2. Agile Frameworks - Context for Regulated Environments 3. Applied SAFe 4. Requirements in SAFe - Solution Intent 5. Pattern of Emergent Practice: ‘Solution Centric Development’ 6. Lessons Learned 7. Discussion / Q&A-Session PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 4 Context ▪ Increasing competitive pressure ▪ High innovation levels and high efficiency ▪ Low time-to-market ▪ Industry 4.0, Lean Start up, Agile ▪ Cyber-physical systems, increased complexity and dependency ▪ Just agile teams are to small to build complex systems ▪ Regulatory and organisational environment is becoming ever more demanding ▪ Most agile delivery teams face compliance requirements (regulatory and/or organizational). ▪ Strategy and governance steering is needed WHY SCALED AGILITY IN REGULATED ENVIRONMENTS?
  3. 3. 3 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 5 Trends in Scaled Agility (12th State of Agile Report by Version One; April 2018) OVERVIEW IN USAGE OF THE MOST COMMON AGILE FRAMEWORKS PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 6 Trends in Scaled Agility (12th State of Agile Report by Version One; April 2018) REAL CHANGE SEEMS TO BE A BIGGER ISSUE WITHIN SCALED AGILITY Top 5 Tips for Success with Scaling Agile Respondent indicated the most valuable in helping them scale agile practices were: *Respondents were able to make multiple selections.
  4. 4. 4 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 7 VARYING LEVELS OF CRITICALITY, FROM SAFETY-CRITICAL TO SECURITY-CRITICAL Scaled Agility in Complex or Regulated Environments ▪ Quality: Have a managed process & established QMS ▪ Safety and Security: Transparency in Execution & Continuous Compliance ▪ Effectiveness: Manage Process & Solution variations, reduce waste and do exactly what is needed ▪ Traceability: Ensure process & product compliance ▪ Verification and Validation: Engineering based on Principles & Practices PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 8 Applied SAFe YOUR OWN CUSTOMIZABLE IMPLEMENTATION OF SAFE AS A PROCESS MODEL Customize and Extend Develop Compliant Implement SAFe Fast & Precise Learn, Innovate and Improve
  5. 5. 5 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 9 Lean Agile Requirement Engineering PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 10 Example: Solution Development in SAFe AGILE ‘ENGINE’ MANAGES THE WORK.
  6. 6. 6 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 11 Example: Solution Intent in SAFe WHAT DOES THE CURRENT SYSTEM NOW, AND WHAT CHANGES ARE INTENDED FOR A FUTURE STATE Source: www.scaledagileframework.com PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 12 Applied SAFe 4.5: Solution Intent APPLICATION IN DETAIL Source: www.scaledagileframework.com
  7. 7. 7 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 13 SAFe Requirements Model SAFE PROVIDES A “SCALABLE REQUIREMENTS” MODEL TO EXPRESS SYSTEM BEHAVIORS PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 15 Example: Mapping of agile work products into medtec GUIDANCE ON THE USE OF AGILE PRACTICES IN THE DEVELOPMENT OF MEDICAL DEVICE SOFTWARE © 2012 Association for the Advancement of Medical Instrumentation ◼ AAMI TIR45:2012 http://www.pedco.eu/tir45-agile-in-medical/
  8. 8. 8 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 17 ...and identify gaps. Assure Compliance to Reference Models ENSURE COMPLIANCE WITH A SUSTAINABLE MECHANISM; AVOID INTERPRETATION GAMES Map standard requirements... ...to defined process assets © PEDCO AG 2016, Applied SAFe® all rights reserved Poll PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 18 Emerging Practice: Solution Centric Development
  9. 9. 9 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 19 DIFFERENT CONDITIONS FOR DIFFERENT SOLUTIONS. There are a lot of different conditions which are relevant for a solution. 1. Green field, nothing existing, no specific knowledge about solution criteria's. 2. Green field, expected long life time (> 10-20 years) 3. Existing large documentation of decodes (e.g. with nassi schneidermann existing etc. In case of number 2 and 3 you have to come up with a strategy of how to incorporate the fact that: • People working on this solution will change. • Large documentation shall be up to date and not concurring. • How to keep control of your solution. Problem statement Poll PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 20 An agile skeleton approach to build up requirements A STEP BY STEP SOLUTION BUILT ON A DOMAIN SPECIFIC SKELETON A complete big upfront documentation (BUFD) of requirements is neither practicable nor enforceable.
  10. 10. 10 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 21 Discussion: What happens to existing, long-lasting solutions? FEATURES AND STORIES DRIVE COLLABORATION, CLARIFICATION, SPECS & DESIGN Feature 1 Feature 2 Feature 3 Feature 4 Stories 1- n Stories 2- n Use Case X ‘happy’path with steps Alternative flow Transient objects Permanent solution objects Trace / Change PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 22 Criteria's for solution centric approach Best practices: ▪ Adapt/extend DoD to existing documentation ▪ Make decisions transparent, also for auditors ▪ Define a decision table in order to have consistent decisions ▪ Model the Meta-Domain model (next slide), may be even for each type of solution ▪ Tailor to needs of solution, rather than life cycle ▪ Don’t be dogmatic Some typical criteria’s: ▪ Expected lifetime ▪ Existing solution incl. documentation ▪ Business criticality ▪ Indented use, internal / external ▪ Safety classification ▪ Security classification ▪ Expected maintenance effort ▪ Expected complexity of solution ▪ Expected size of solution ▪ Previously used life cycles MAKE TRANSPARENT WHAT A SOLUTION MUST SUSTAIN OVER THE LONG RUN
  11. 11. 11 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 23 EXAMPLE: SOLUTION CENTRIC APPROACH MODEL OF SOLUTION-SPECIFIC (ORANGE) AND TRANSIENT (BLUE) WORKPRODUCTS PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 24 Context, theory with Applied SAFe HOW DO YOU WORK WITH DEFINITIONS OF DONE?
  12. 12. 12 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 26 Definition of Done (DoD) RELATIONSHIP TO DIFFERENT TYPES OF INCREMENT PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 28 Existing engineering practices: V-Model TIMLYNESS OF REQUIREMENTS: HOW TO COMBINE THEM WITH AGILE?
  13. 13. 13 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 30 Lessons Learned PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 31 Lessons Learned Good practices: • Define Guidance on DoD’s; a lot of different behavior can be handled with specific ‘Definitons of Done’ for each endeavor. • Neither approaches requires a ‘BUFD’, a big upfront design • Don’t document at the end of the developement and avoid any technical debth. • Some companies replace the acceptance criterieas with pointers to the requirements specification. • With each system demo, all jobs related to this iteration are concluded. • Avoid policing behavior or replacing good judgement ▪ Depending on the characteristics of a solution to be built, you should consider different favors of documentation and approaches. ▪ A set of Solution types help and a decision table help to select the right agile requirements engineering approach. ▪ Design solutions for small batches ▪ Continue to teach/train/coach – Agile QMS and reference models are tools, not a burden. SCALED AGILE REQURIEMENTS ENGINEERING IN COMPLEX ENVIRONMENTS
  14. 14. 14 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 32 Scaled Agility in Regulated Environments? Applied SAFe in Automotive? Join us at the • Agile in Automotive in Novi (May 15th) and • Agile & Beyond on May 16th-18th in Ypsilanti Ready to take off with SAFe in regulated environments? ▪ Wonder if SAFe is the right thing for you? ▪ Wonder how Applied SAFe could be of benefit for you? ▪ Worried about managing different lifecycles? ▪ Wonder how regulatory environments and scaled agility goes along? Reach out to us for an initial conversation and how to achieve a successful transformation! MEET US NEXT WEEK IN THE DETROIT AREA! www.pedco.eu peter.pedross@pedco.eu www.cprime.com marketing@cprime.com PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 33 Questions? Discussion? TALK WITH US ABOUT LEAN AGILE REQUIREMENTS IN LARGE SCALE COMPLEX ENVIRONMENTS
  15. 15. 15 PEDCO – Managed Process Services Compliance and Efficiency for your Processes PEDCO Applied SAFe® | Lean Agile RE | May, 8th 2018 ©PEDCO AG Page 34 Tel. +41 44 542 45 45 www.pedco.eu pedco@pedco.eu PEDCO AG Zelgstrasse 5 CH-8003 Zürich

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