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Agile Analysis NOT Fragile Analysis




                                Adam Monago, amonago@thoughtworks.com
                                VP, Client Services
                                ThoughtWorks Studios
                                http://studios.thoughtworks.com

                                Agile China Conference, September 11-12, 2009, Beijing, China




www.thoughtworks-studios.com
                        Copyright 2009 ThoughtWorks, Inc.
Agenda



    • About ThoughtWorks

    • Misconceptions about Agile and Business Analysis

    • “Fragile” Analysis artifacts

    • The Agile Analyst Role

    • Effective Techniques for the Agile Analyst

    • Q&A


www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
About ThoughtWorks


  •  Founded in 1993
  •  Global Delivery from US, UK, Canada, Australia,
    India and China
  •  1000+ employees
  •  $132M+ in revenue (2008)
  •  High End IT Consulting. Ideation to Production
  •  Application Development, Support & Evolution
  •  Build and Deploy: Enterprise Class, Business
    Critical Software

  •  ThoughtWorks Studios: Focused on creating
    Products for Agile practitioners
  •  World Leaders in use of Agile Software
    Development techniques
  •  Expertise: Java, .NET, SOA, Ruby, Open Source
www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Types of Analysts

     •     Systems Analysts
     •     Business Analysts
     •     Business Systems Analysts
     •     Business Process Analysts
     •     Interaction Designers
     •     Technical Analysts
     •     User Centered Designers
     •     …




www.thoughtworks-studios.com
          Copyright 2009 ThoughtWorks, Inc.
Agile and Analysis: Common
                                Misconceptions



        “Agile focuses on speed and not getting it right”!




  “Agilists do not believe in documentation and since
    documentation is done by analysts, there are no analysts on
    Agile projects.”

           “User Stories need to be supported by detailed requirements
                              narratives before they can be developed”



www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Agile and Analysis: Common
                                Misconceptions




     Analysis Is Not Only User Stories




www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
“Fragile” Analysis

•  Also known as “Analysis Smells”*


•  Lots of artifacts providing low level details, but
   nothing to articulate how it hangs together at
   a higher level


•  Too focused on a specific implementation
   rather than a capability


•  Missing details about user interaction


•  Too much effort put into explaining obvious
   requirements rather than second order
   requirements that impact acceptance (e.g.
   performance, logging, security)


•  * http://c2.com/cgi/wiki?AnalysisSmells
www.thoughtworks-studios.com
                       Copyright 2009 ThoughtWorks, Inc.
Our Goal: Shared Understanding




www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Agile Analysis Life Cycle




www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Analysis Activity Groups

                                                                                     • Defining Objectives and
                                                                                      Trade-Offs

                                 Customer                                            • Understanding the
                                                                                      Business Domain


                                                                                     • Identifying
                                Agile Analyst
                                                                                      Requirements

                                                                                     • Clarifying Requirements

                                                                                     • Estimation and Release
                                Project Team
                                                                                      Planning

                                                                                     • Iteration level analysis

www.thoughtworks-studios.com
                   Copyright 2009 ThoughtWorks, Inc.
Defining Objectives and Trade-
                                Offs




www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Understanding the Business
                                         Domain: Personas



  Mary, Java Developer                  Praveen, Business Analyst                     Estella, CTO




                                Personas provide context and a user focus




www.thoughtworks-studios.com
                    Copyright 2009 ThoughtWorks, Inc.
Understanding the Business Domain:
                                               Roles and Goals




                         Roles and Goals offer a tool for identifying users of the system and their objectives


www.thoughtworks-studios.com
                               Copyright 2009 ThoughtWorks, Inc.
Identifying Requirements: User
                                Stories

User Stories are:
•  The currency of Agile Development
•  A placeholder for further conversation

Good stories follow the INVEST Principle:
 • Independent
 • Negotiable
 • Valuable
 • Estimable
 • Small
 • Testable



www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Identifying Requirements:
                                Scenarios




                                                    Consider a persona + a task + an
                                                               environment

                                                          Use Scenarios to drive out
                                                        requirements and to validate that
                                                          solutions can solve the tasks
                                                             identified in all possible
                                                                  environments.

www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Identifying Requirements: Story
                                Trees




Story Trees provide a bridge for executives to understand how requirements are being
                  identified and decomposed as analysis takes place.


www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Clarifying Requirements:
                                Prototyping




www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Clarifying Requirements:
                                Prototyping




www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Analyst Concerns in Estimation
                                and Release Planning


    • Having a consistent and cohesive set of features

    •  External time constraints: such as contracts, regulation and
       compliance


    •  Business need to stay ahead of the competition

    •  Additional release dependencies & costs, i.e., user training,
       advertising, sales calls.


    • High level milestones and events:           i.e. launch date
www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Functional Dependencies

 “Story Mapping*” can serve as a useful tool for determining the minimally useful
 set of features necessary to fulfill an end to end business process.




 * “How You Slice It” by Jeff Patton (http://agileproductdesign.com)


www.thoughtworks-studios.com
          Copyright 2009 ThoughtWorks, Inc.
Iteration Level Analysis


   • Having the conversation
   • Getting to the detailed level needed for development




www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
What about Distributed Agile
                                        projects?




                   First law of distributed projects is: “Don’t Distribute”

                         More process is necessary when you distribute

           Analysts typically bear the brunt of the distribution challenge

                                 Combination of process and tools
                                Process: Showcases, Retrospectives, Remote Stand-ups

                                         Tools: Mingle, IM, Video Conference




www.thoughtworks-studios.com
                     Copyright 2009 ThoughtWorks, Inc.
The Agile Analyst Role


    Always
    •  Customer Advocate
    •  Agile Coach
    •  Facilitator
    •  Tester
    •  Story “Librarian”
    Sometimes
    •  User Experience Designer
    •  Customer Proxy
       –     Important with distributed projects

            “the analysts are there as aides to the customers, not as translators
                          between customers and programmers*”
   * Ron Jeffries “Business Analysis in Extreme Programming” http://www.xprogramming.com/xpmag/BizAnalysis.htm September 1, 2000




www.thoughtworks-studios.com
                                                 Copyright 2009 ThoughtWorks, Inc.
Additional Resources




www.thoughtworks-studios.com
        Copyright 2009 ThoughtWorks, Inc.
Thank You!




                                   Passionate about Agile Analysis?

                                   Contact me to discuss more at
                                   amonago@thoughtworks.com



www.thoughtworks-studios.com
       Copyright 2009 ThoughtWorks, Inc.

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Agile Not Fragile

  • 1. Agile Analysis NOT Fragile Analysis Adam Monago, amonago@thoughtworks.com VP, Client Services ThoughtWorks Studios http://studios.thoughtworks.com Agile China Conference, September 11-12, 2009, Beijing, China www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 2. Agenda • About ThoughtWorks • Misconceptions about Agile and Business Analysis • “Fragile” Analysis artifacts • The Agile Analyst Role • Effective Techniques for the Agile Analyst • Q&A www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 3. About ThoughtWorks •  Founded in 1993 •  Global Delivery from US, UK, Canada, Australia, India and China •  1000+ employees •  $132M+ in revenue (2008) •  High End IT Consulting. Ideation to Production •  Application Development, Support & Evolution •  Build and Deploy: Enterprise Class, Business Critical Software •  ThoughtWorks Studios: Focused on creating Products for Agile practitioners •  World Leaders in use of Agile Software Development techniques •  Expertise: Java, .NET, SOA, Ruby, Open Source www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 4. Types of Analysts •  Systems Analysts •  Business Analysts •  Business Systems Analysts •  Business Process Analysts •  Interaction Designers •  Technical Analysts •  User Centered Designers •  … www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 5. Agile and Analysis: Common Misconceptions “Agile focuses on speed and not getting it right”! “Agilists do not believe in documentation and since documentation is done by analysts, there are no analysts on Agile projects.” “User Stories need to be supported by detailed requirements narratives before they can be developed” www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 6. Agile and Analysis: Common Misconceptions Analysis Is Not Only User Stories www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 7. “Fragile” Analysis •  Also known as “Analysis Smells”* •  Lots of artifacts providing low level details, but nothing to articulate how it hangs together at a higher level •  Too focused on a specific implementation rather than a capability •  Missing details about user interaction •  Too much effort put into explaining obvious requirements rather than second order requirements that impact acceptance (e.g. performance, logging, security) •  * http://c2.com/cgi/wiki?AnalysisSmells www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 8. Our Goal: Shared Understanding www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 9. Agile Analysis Life Cycle www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 10. Analysis Activity Groups • Defining Objectives and Trade-Offs Customer • Understanding the Business Domain • Identifying Agile Analyst Requirements • Clarifying Requirements • Estimation and Release Project Team Planning • Iteration level analysis www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 11. Defining Objectives and Trade- Offs www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 12. Understanding the Business Domain: Personas Mary, Java Developer Praveen, Business Analyst Estella, CTO Personas provide context and a user focus www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 13. Understanding the Business Domain: Roles and Goals Roles and Goals offer a tool for identifying users of the system and their objectives www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 14. Identifying Requirements: User Stories User Stories are: •  The currency of Agile Development •  A placeholder for further conversation Good stories follow the INVEST Principle: • Independent • Negotiable • Valuable • Estimable • Small • Testable www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 15. Identifying Requirements: Scenarios Consider a persona + a task + an environment Use Scenarios to drive out requirements and to validate that solutions can solve the tasks identified in all possible environments. www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 16. Identifying Requirements: Story Trees Story Trees provide a bridge for executives to understand how requirements are being identified and decomposed as analysis takes place. www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 17. Clarifying Requirements: Prototyping www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 18. Clarifying Requirements: Prototyping www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 19. Analyst Concerns in Estimation and Release Planning • Having a consistent and cohesive set of features •  External time constraints: such as contracts, regulation and compliance •  Business need to stay ahead of the competition •  Additional release dependencies & costs, i.e., user training, advertising, sales calls. • High level milestones and events: i.e. launch date www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 20. Functional Dependencies “Story Mapping*” can serve as a useful tool for determining the minimally useful set of features necessary to fulfill an end to end business process. * “How You Slice It” by Jeff Patton (http://agileproductdesign.com) www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 21. Iteration Level Analysis • Having the conversation • Getting to the detailed level needed for development www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 22. What about Distributed Agile projects? First law of distributed projects is: “Don’t Distribute” More process is necessary when you distribute Analysts typically bear the brunt of the distribution challenge Combination of process and tools Process: Showcases, Retrospectives, Remote Stand-ups Tools: Mingle, IM, Video Conference www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 23. The Agile Analyst Role Always •  Customer Advocate •  Agile Coach •  Facilitator •  Tester •  Story “Librarian” Sometimes •  User Experience Designer •  Customer Proxy –  Important with distributed projects “the analysts are there as aides to the customers, not as translators between customers and programmers*” * Ron Jeffries “Business Analysis in Extreme Programming” http://www.xprogramming.com/xpmag/BizAnalysis.htm September 1, 2000 www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 24. Additional Resources www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.
  • 25. Thank You! Passionate about Agile Analysis? Contact me to discuss more at amonago@thoughtworks.com www.thoughtworks-studios.com Copyright 2009 ThoughtWorks, Inc.

Editor's Notes

  1. Also known as “Analysis Smells”* Lots of artifacts providing low level details, but nothing to articulate how it hangs together at a higher level Too focused on a specific implementation rather than a capability Missing details about user interaction Too much effort put into explaining obvious requirements rather than second order requirements that impact acceptance (e.g. performance, logging, security * http://c2.com/cgi/wiki?AnalysisSmells
  2. Defining Objectives and Trade-Offs Understanding the Business Domain Identifying Requirements Clarifying Requirements Estimation and Release Planning Iteration level analysis