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Requirements on the verge
of a nervous breakdown
Tom Grant
Senior Consultant
Agile 2014

Ā© 2014 Tom Grant
Thank You!
Tom Grant
tgrant@cutter.com
@TomGrantPhD
Ā© 2014 Tom Grant

2
Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

3
100% of ALM
assessments
uncover
serious
problems
that start in
requirements

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

4
Stakeholders want more from their

Ā© 2011 Israel Gat

5
ā€œWhich of the following technology
inititiatives are you asking IT to prioritize over
the next 12 months?ā€
0%

10%

20%

30%

40%

50%

60%

Improve the use of data and
analytics to improve business
decisions and outcomes
Improve IT project delivery
performance
Develop new skills to better support
emerging technologies and
business innovation

Help the organization better
manage and integrate its partners
and suppliers
Improve IT budget performance

Base: 3,616 business decision-makers world-wide.
Source: Forrsights Business Decision-Makers Survey Q4 2012

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

High priority
Critical priority

Business needs
results from software
investments.
Right now.

6
ā€œFor each pair of statements, which best describes your firm?ā€
Stable

Business processes are consistent
across groups / Business processes
are diverse across groups

Changing

19%

32%

49%

Consistent

Our business environment/industry
is stable / Our business
environment/industry is rapidly
changing

Industry

Neutral

Diverse

22%

35%

43%

Not just any
software will do.
Base: 3,616 business decision-makers world-wide.
Source: Forrsights Business Decision-Makers Survey Q4 2012

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

7
ā€œHow would you rate the quality of your teamā€™s working
relationship with other parts of your company?ā€
0.0%

20.0%

40.0%

60.0%

80.0%

Testing/QA
Other development teams
IT operations
Product management
Business users
Support/help desk
Executive management

4
5 (Very good)

Business analysts
Business unit managers
Enterprise architecture
Security/risk management
Marketing
Program/portfolio managementā€¦
Base: 1,614 software development professionals.
Source: Forrester Q4 2012 Developer Survey

Ā© 2014 Tom Grant

Software
professionals donā€™t
have a great affinity
with the business.
Requirements need attention right now
Improving requirements cited
more frequently (66%) than
any other area needing
attention

Ā© 2011 Israel Gat

Source: Q1 2011 Global Application Development & Delivery Organization
Structure Online Survey; Getty Images (http://www.gettyimages.com)
Agile has accelerated this crisis
Can requirements
keep pace with
Agile?

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

10
CONTINUOUS
DELIVERY

REQUIREMENTS
AGILE PRACTICES
IN THE DEV TEAM

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

DEVOPS

11
Requirements often slow Agile teams

WATER

Ā© 2011 Israel Gat

SCRUM

FALL
How do we avoid a breakdown?

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

13
1. Requirements must define value

2. Build better requirements toolkits
3. Find the right cadence

4. Ask more of requirements professionals

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

14
REQUIREMENTS MUST DEFINE
VALUE
Ā© 2011 Israel Gat
We build software for people unlike us

Ā© 2011 Israel Gat
Requirements explain value
ā€ŗ How software helps business outcomes
ā€ŗ What elements make it less helpful
ā€ŗ Why users adopt
ā€ŗ How users adopt

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

17
We need more regular feedback

Ā© 2011 Israel Gat
Design thinking and visualization accelerate
feedback

Ā© 2011 Israel Gat
We need better insights

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

20
Ā© 2011 Israel Gat
Change the conversation

COST
FEATURE
Android app for activity management
$5,000
Custom pipeline stages
$2,000
More complex lead-scoring options
$3,500
More canned reports
$1,500
Define and manage teams
$4,750
Easy clean-up of bad or duplicate data
$2,500
Activity entry via email
$3,250
Associate teams with prospects $1,250

Ā© 2011 Israel Gat

SPENT
$500
$300
$2,000
$2,500
-
WE NEED BETTER
REQUIREMENTS TOOLKITS

Ā© 2011 Israel Gat
Themes?
Epics?

Use
cases?
User
experience?
Visualization?
Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

24
Requirements arenā€™t simple
What is the
customer
Descriptive
asking for?

Actionable

Contextual

What is the customer really
asking for?
Ā© 2011 Israel Gat

How
should we
meet the
customerā€™s
request?
Translation is necessary

Descriptive

Actionable

Contextual

Ā© 2011 Israel Gat
Requirements are a toolkit

Enhancem
ent
requests, c
hange
requests, i
deas

User
stories
Descriptive

Actionable

Contextual

Personas, use
cases, busine
Ā© 2011 Israel Gat

Traditional
requiremen
ts

Themes, e
pics
The toolkit must evolve
CHALLENGES

Faster
requirements
development
Faster feedback
More reliable
feedback
Faster translation
Better
communication
Better planning
Greater re-use
Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

TECHNIQUES

Visualizations, pr
ototypes, storyb
oards
Requirements
tools

Epics, themes
Serious games

Video/audio
interviews
28
The toolkit must evolve
Faster
requirements
development
Faster feedback
More reliable
feedback
Faster translation
Better
communication
Better planning
Greater re-use
Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

Visualizations, pr
ototypes, storyb
oards
Requirements
tools
Epics, themes
Serious games
Video/audio
interviews

29
Epics
Themes

Resourcing

Business value

Release
planning

Ā© 2013 Forrester Research, Inc. Reproduction Prohibited

Ā© 2011 Israel Gat

30
Contextual information is crucial
DECISIONS

DESIGN

REST OF
THE VALUE
STREAM

CUSTOMER
CONVERSATIONS
Ā© 2011 Israel Gat
FIND THE RIGHT CADENCE

Ā© 2011 Israel Gat
LONG-TERM
Entire project/product timeline (years)
MEDIUM-TERM
Next user-relevant landmark (months)
SHORT-TERM
Next dev-relevant
landmark (weeks)

Ā© 2011 Israel Gat
When do we need the requirements? (examples)

Descriptive
Long

Actionable

Project/product
Initial backlog
plan

Contextual
Personas

Medium

Re-prioritized
backlog

Themes/epics

Use cases

Short

User stories
(prioritization)

User stories
(design)

User feedback

Ā© 2011 Israel Gat
ā€œJust in timeā€ requirements take skill
ļ® Cultivate the right sources
ļ® Identify the right source to

answer the question
ļ® Triangulate using multiple

sources
ļ® Deliver the actionable and

contextual content that
people need

Ā© 2011 Israel Gat
ASK MORE OF REQUIREMENTS
PROFESSIONALS

Ā© 2011 Israel Gat
More skills and experiences needed
ECONOMICS
Descriptive

Actionable

Contextual

ANTHROPOLOGY
Ā© 2011 Israel Gat

COMPUTER
SCIENCE
We need negotiators, not order takers

Ā© 2011 Israel Gat
The BA job must change
Old BA World

New BA World

ā€¢ Order takers

ā€¢ Business partners

ā€¢ Everything must be on the list

ā€¢ Itā€™s on the list if it provides
mutual value

ā€¢ Projects

ā€¢ Products

ā€¢ Focus on documentation

ā€¢ Focus on information

ā€¢ Requirements as a weapon

ā€¢ Requirements as a resource

Ā© 2011 Israel Gat
BAs need support and investment

Product managers
and business analysts
say that soft skills are
more important than
technical domain
knowledge.

Ā© 2011 Israel Gat

The top 5 challenges
for both product
managers and
business analysts are
soft skills.
HOW DO YOU KNOW YOUā€™VE
IMPROVED?

Ā© 2011 Israel Gat
How do you know youā€™re doing well?
If you treat
requirements
as a . . .

And youā€™ll share them
with . . .

Necessity

ā€œThank God thatā€™s done.
Now, on to coding!ā€

Just the development
team.

Catalyst

ā€œWow, that new persona
made me rethink our
app.ā€

The next person youā€™re
trying to convince.

Asset

Ā© 2011 Israel Gat

You might find yourself
saying . . .

ā€œWhen was the last time
we looked at those user
stories?ā€

Everyone, in a format that
makes sense to them.
How do you know youā€™re doing well?
QUALITATIVE
Ask the community.

Call ā€œgo toā€ users or
stakeholders.
Review personas, use
cases, other existing
content.

Answer a
question in less
than a day.

QUANTITATIVE
Collect usage stats.
Do a quick poll.
Analyze data from public sources
(blogs, communities, etc.).

Ā© 2011 Israel Gat
SLIDE ARCHIVE

Ā© 2011 Tom Grant

44
Software professionals
are better inventors than
innovators

Ā© 2011 Tom Grant
Many problems that start in requirements
ļ® Many sources of problems
ā€¢ Little or no business justification
ā€¢ Wrong prioritization
ā€¢ Mistaken design choices
ā€¢ Insufficient functionality delivered
ā€¢ Too much functionality delivered
ļ® All boil down to some familiar measures of failure
ā€¢ Re-engineering, business/IT misalignment, etc.

Ā© 2011 Tom Grant
Business problems putting stress on requirements

Requirements tools are
one of the most rapidlyevolving parts of the ALM
market
Ā© 2011 Tom Grant
But waitā€¦Wasnā€™t Agile supposed to fix
everything?
Even though Agile is
certainly mainstream
(39%+ of teams), the
voice of the customer
is frequently not heard
or understood
Agile is a set of powerful, effective
team-level practices for software
development.
It is not a silver bullet for every
problem.
Ā© 2011 Tom Grant
Itā€™s easy to lose track of the customer

Ā© 2011 Tom Grant
Itā€™s easy to lose track of the customer

Ā© 2011 Tom Grant
Itā€™s easy to lose track of the customer

Ā© 2011 Tom Grant
How do we fix this situation?
ļ® Make the information more accurate
ļ® Make the information more timely
ļ® Make the insights more profound
ļ® Make the information load lighter

Ā© 2011 Tom Grant
Accurate

Ā© 2009 Forrester Research, Inc. Reproduction Prohibited
Ā© 2011 Tom Grant
Feedback loops? Really?

Ā© 2011 Tom Grant
Eating your own dog food is not enough

Because youā€™re
not a dog

Ā© 2011 Tom Grant
Waterfall trained us to be fatalistic about
requirements

Ā© 2011 Tom Grant
Design thinking and visualization accelerate
feedback

Push design earlier in
the process.
Push feedback earlier
in the process.
Ā© 2011 Tom Grant
Feedback is fine, butā€¦
Do we know in
advance the right
questions to pose?

Ā© 2011 Tom Grant
Requirements arenā€™t simple
What is the
customer
Descriptive
asking for?

Actionable

Contextual

What is the customer really
asking for?
Ā© 2011 Tom Grant

How
should we
meet the
customerā€™s
request?
Requirements are necessary
We get
through this
as quickly as
possibleā€¦

Descriptive

Actionable

Contextual

Ā© 2011 Tom Grant

ā€¦So that we
can get on
with this
Requirements are an exercise in translation

Descriptive

Actionable

Contextual

Ā© 2011 Tom Grant
Requirements are a toolkit

Enhancem
ent
requests, c
hange
requests, i
deas

User
stories

Descriptive

Actionable

Contextual

Personas, use
cases, busine
Ā© 2011 Tom Grant

Traditional
requiremen
ts

Themes, e
pics
Contextual information is crucial
ļ‚§ Contextual information improves
decision-making
ā€“ Reduces the number of options
under consideration
ā€“ Leads to better design decisions
ā€“ Improves communication with
customers

Ā© 2011 Tom Grant
Contextual information lost at every toss

TESTER

DEVELOPER
ā€œWhat should the software do?
Within what parameters for
security, performance, etc.?ā€

ā€œOut of all the tests I might

do, which represent the software as
someone will actually use it?ā€

UX DESIGNER
BUSINESS
ANALYST
ā€œHereā€™s the actionable
Ā© 2011 Tom Grant
requirementā€

ā€œWhat sort of user experience
does the user expect? What
would really win them over?ā€
But accuracy isnā€™t everything

Accuracy is fine, but
we do need to get on
with the work.

Ā© 2011 Tom Grant
Timely

Ā© 2009 Forrester Research, Inc. Reproduction Prohibited
Ā© 2011 Tom Grant
Requirements can slow Agile teams

WATER

Ā© 2011 Tom Grant

SCRUM

FALL
When do we need the requirements, really?

LONG-TERM
Entire project/product timeline (years)
MEDIUM-TERM
Next user-relevant landmark (months)
SHORT-TERM
Next dev-relevant
landmark (weeks)

Ā© 2011 Tom Grant
When do we need the requirements? (examples)

Descriptive
Long
Medium

Short

Ā© 2011 Tom Grant

Actionable

Contextual

Project/product
Initial backlog Personas
plan
Re-prioritized
Themes/epics Use cases
backlog
User stories User stories
User feedback
(prioritization)
(design)
Requirements structure and process needs
changing
ļ® Requirements toolkit, not requirements template
ļ® Requirements pipeline, not a requirements bus
ļ® Requirements retrospection, not ā€œfire and forgetā€
ļ® Business analysts and product owners who make

decisions, not order-takers

Ā© 2011 Tom Grant
But timeliness is not enough

Velocity
is down
here

Ā© 2011 Tom Grant
Profound

Ā© 2009 Forrester Research, Inc. Reproduction Prohibited
Ā© 2011 Tom Grant
Are we having the best possible conversations?

One-on-one negotiations
between the business
faction and the IT faction
are hardly optimal
Ā© 2011 Tom Grant
Ā© 2011 Tom Grant
INPUT: Change the rules with serious games
ļ® Structured

ā€¢ Rules, but often no winners
ļ® Purposeful

ā€¢ Definite outcome
ļ® Time-bound

ā€¢ By definition, a time-boxed
exercise
ļ® Participatory

ā€¢ Success depends on
everyone participating.
ļ® Egalitarian

ā€¢ Everyone has an equal
opportunity to participate.
Ā© 2011 Tom Grant
What sort of serious games?
Structured, gamelike activities with
collective outcomes

Ā© 2011 Tom Grant
EXAMPLE: Product box

Ā© 2011 Tom Grant
EXAMPLE: Buy a feature

COST
FEATURE
Android app for activity management
$5,000
Custom pipeline stages
$2,000
More complex lead-scoring options
$3,500
More canned reports
$1,500
Define and manage teams
$4,750
Easy clean-up of bad or duplicate data
$2,500
Activity entry via email
$3,250
Associate teams with prospects $1,250

Ā© 2011 Tom Grant

SPENT
$500
$300
$2,000
$2,500
-
Serious games change the conversation

Let the users wrangle
with each other, instead
of with you

Ā© 2011 Tom Grant
Insight isnā€™t enough

Remember Agile? Lean?

Ā© 2011 Tom Grant
Light-weight

Ā© 2009 Forrester Research, Inc. Reproduction Prohibited
Ā© 2011 Tom Grant
We just made the job of requirements a lot harder

Ā© 2011 Tom Grant
More skills and experiences needed
ECONOMICS
Descriptive

Actionable

Contextual

ANTHROPOLOGY
Ā© 2011 Tom Grant

COMPUTER
SCIENCE
BAs need support and mentorship
When polled,
product managers
and business
analysts say that
soft skills are more
important than
technical domain
knowledge.

The top 5
challenges for both
product managers
and business
analysts are soft
skills.
Ā© 2011 Tom Grant
The top priority for PMs: requirements, over time

Source: Pragmatic Marketing survey
of product managers, 2010-2011.

Ā© 2011 Tom Grant
Agile ratchets up the pressure on BAs

The business

Development team
Waste

Waste

Has a problem

Business analyst

Provides a solution

Time
Solution
Documentation
Ā© 2011 Tom Grant
The BA job must change
Old BA World

New BA World

ā€¢ Order takers

ā€¢ Business partners

ā€¢ Everything must be on the list

ā€¢ Itā€™s on the list if it provides mutual
value

ā€¢ Projects

ā€¢ Products

ā€¢ Focus on documentation

ā€¢ Focus on information

ā€¢ Requirements as a weapon

ā€¢ Requirements as a resource

We need someone to
make smart decisions.
And we need them now.

Ā© 2011 Tom Grant
If you want real super-heroesā€¦

Give the people who
do requirements
responsibility AND
authority

Ā© 2011 Tom Grant
Authority means that you can sayā€¦

Ā© 2011 Tom Grant
We need BAs to be business innovation aces
ļ® Possesses good research skills

ļ® Knows how to get reliable answers

quickly
ļ® Builds ā€œjust in timeā€ requirements
ļ® Understands technical feasibility
ļ® Helps customers shape requirements
ļ® Has decision-making power

ļ® Turns requirements into an asset

Ā© 2011 Tom Grant
ā€œJust in timeā€ requirements take skill, resources
ļ® Cultivate the right sources

ā€¢ EX: Business users, social
media, past requirements, etc.
etc.
ļ® Identify the right source to

answer the question
ā€¢ EX: Do we need insight or
validation?
ļ® Triangulate using multiple

sources
ā€¢ EX: One source provides
depth, another ensures that
the answer is representative
ļ® Deliver the actionable and

Ā© 2011 Tom Grant
ā€œWith great power comes great responsibilityā€

Measure and reward
adoption, or some
other positive
outcome

Ā© 2011 Tom Grant
People downstream need better requirements, too

WATER

Ā© 2011 Tom Grant

SCRUM

FALL
Next steps

Ā© 2009 Forrester Research, Inc. Reproduction Prohibited
Ā© 2011 Tom Grant
How do you know youā€™re doing well?
If you treat
requirements
as a . . .

And youā€™ll share them
with . . .

Necessity

ā€œThank God thatā€™s done.
Now, on to coding!ā€

Just the development
team.

Catalyst

ā€œWow, that new persona
made me rethink our
app.ā€

The next person youā€™re
trying to convince.

Commodity

Ā© 2011 Tom Grant

You might find yourself
saying . . .

ā€œWhen was the last time
we looked at those user
stories?ā€

Everyone, in a format that
makes sense to them.
How do you know youā€™re doing well?
ā€œThe dev team has
a question . . .ā€

QUALITATIVE
Ask the community.
Call ā€œgo toā€ users or
stakeholders.
Review personas, use
cases, other existing
content.

Someone can provide
this information in less
than a day.

QUANTITATIVE
Collect usage stats.
Do a quick poll.
Analyze data from public sources
(blogs, communities, etc.).

Ā© 2011 Tom Grant
Step 1: Rethink your assumptions
ļ® Potential techniques
ā€¢ The ā€œfirst hourā€ test
ā€¢ Participant-observer
ā€¢ ā€œProduct boxā€ serious
game

Ā© 2011 Tom Grant
Step 2: Engage your customer in new ways
ļ® Potential techniques
ā€¢ Transparent road map
ā€¢ Required ā€œvoice of the customerā€
at key intervals
ā€¢ Visualization
ā€¢ ā€œBuy A Featureā€ serious game

Ā© 2011 Tom Grant
Step 3: Measure the value of the results
ļ® Accuracy
ā€¢ EX: How much re-work?

ļ® Timeliness
ā€¢ EX: How much on time?

ļ® Insight
ā€¢ EX: How much down-stream value?

ļ® Weight
ā€¢ EX: How much work to acquire?

Source: Getty Images (http://www.gettyimages.com)
Ā© 2011 Tom Grant

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Agile requirements, slide archive

  • 1. Requirements on the verge of a nervous breakdown Tom Grant Senior Consultant Agile 2014 Ā© 2014 Tom Grant
  • 3. Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 3
  • 4. 100% of ALM assessments uncover serious problems that start in requirements Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 4
  • 5. Stakeholders want more from their Ā© 2011 Israel Gat 5
  • 6. ā€œWhich of the following technology inititiatives are you asking IT to prioritize over the next 12 months?ā€ 0% 10% 20% 30% 40% 50% 60% Improve the use of data and analytics to improve business decisions and outcomes Improve IT project delivery performance Develop new skills to better support emerging technologies and business innovation Help the organization better manage and integrate its partners and suppliers Improve IT budget performance Base: 3,616 business decision-makers world-wide. Source: Forrsights Business Decision-Makers Survey Q4 2012 Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat High priority Critical priority Business needs results from software investments. Right now. 6
  • 7. ā€œFor each pair of statements, which best describes your firm?ā€ Stable Business processes are consistent across groups / Business processes are diverse across groups Changing 19% 32% 49% Consistent Our business environment/industry is stable / Our business environment/industry is rapidly changing Industry Neutral Diverse 22% 35% 43% Not just any software will do. Base: 3,616 business decision-makers world-wide. Source: Forrsights Business Decision-Makers Survey Q4 2012 Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 7
  • 8. ā€œHow would you rate the quality of your teamā€™s working relationship with other parts of your company?ā€ 0.0% 20.0% 40.0% 60.0% 80.0% Testing/QA Other development teams IT operations Product management Business users Support/help desk Executive management 4 5 (Very good) Business analysts Business unit managers Enterprise architecture Security/risk management Marketing Program/portfolio managementā€¦ Base: 1,614 software development professionals. Source: Forrester Q4 2012 Developer Survey Ā© 2014 Tom Grant Software professionals donā€™t have a great affinity with the business.
  • 9. Requirements need attention right now Improving requirements cited more frequently (66%) than any other area needing attention Ā© 2011 Israel Gat Source: Q1 2011 Global Application Development & Delivery Organization Structure Online Survey; Getty Images (http://www.gettyimages.com)
  • 10. Agile has accelerated this crisis Can requirements keep pace with Agile? Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 10
  • 11. CONTINUOUS DELIVERY REQUIREMENTS AGILE PRACTICES IN THE DEV TEAM Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat DEVOPS 11
  • 12. Requirements often slow Agile teams WATER Ā© 2011 Israel Gat SCRUM FALL
  • 13. How do we avoid a breakdown? Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 13
  • 14. 1. Requirements must define value 2. Build better requirements toolkits 3. Find the right cadence 4. Ask more of requirements professionals Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 14
  • 16. We build software for people unlike us Ā© 2011 Israel Gat
  • 17. Requirements explain value ā€ŗ How software helps business outcomes ā€ŗ What elements make it less helpful ā€ŗ Why users adopt ā€ŗ How users adopt Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 17
  • 18. We need more regular feedback Ā© 2011 Israel Gat
  • 19. Design thinking and visualization accelerate feedback Ā© 2011 Israel Gat
  • 20. We need better insights Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 20
  • 22. Change the conversation COST FEATURE Android app for activity management $5,000 Custom pipeline stages $2,000 More complex lead-scoring options $3,500 More canned reports $1,500 Define and manage teams $4,750 Easy clean-up of bad or duplicate data $2,500 Activity entry via email $3,250 Associate teams with prospects $1,250 Ā© 2011 Israel Gat SPENT $500 $300 $2,000 $2,500 -
  • 23. WE NEED BETTER REQUIREMENTS TOOLKITS Ā© 2011 Israel Gat
  • 24. Themes? Epics? Use cases? User experience? Visualization? Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 24
  • 25. Requirements arenā€™t simple What is the customer Descriptive asking for? Actionable Contextual What is the customer really asking for? Ā© 2011 Israel Gat How should we meet the customerā€™s request?
  • 27. Requirements are a toolkit Enhancem ent requests, c hange requests, i deas User stories Descriptive Actionable Contextual Personas, use cases, busine Ā© 2011 Israel Gat Traditional requiremen ts Themes, e pics
  • 28. The toolkit must evolve CHALLENGES Faster requirements development Faster feedback More reliable feedback Faster translation Better communication Better planning Greater re-use Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat TECHNIQUES Visualizations, pr ototypes, storyb oards Requirements tools Epics, themes Serious games Video/audio interviews 28
  • 29. The toolkit must evolve Faster requirements development Faster feedback More reliable feedback Faster translation Better communication Better planning Greater re-use Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat Visualizations, pr ototypes, storyb oards Requirements tools Epics, themes Serious games Video/audio interviews 29
  • 30. Epics Themes Resourcing Business value Release planning Ā© 2013 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Israel Gat 30
  • 31. Contextual information is crucial DECISIONS DESIGN REST OF THE VALUE STREAM CUSTOMER CONVERSATIONS Ā© 2011 Israel Gat
  • 32. FIND THE RIGHT CADENCE Ā© 2011 Israel Gat
  • 33. LONG-TERM Entire project/product timeline (years) MEDIUM-TERM Next user-relevant landmark (months) SHORT-TERM Next dev-relevant landmark (weeks) Ā© 2011 Israel Gat
  • 34. When do we need the requirements? (examples) Descriptive Long Actionable Project/product Initial backlog plan Contextual Personas Medium Re-prioritized backlog Themes/epics Use cases Short User stories (prioritization) User stories (design) User feedback Ā© 2011 Israel Gat
  • 35. ā€œJust in timeā€ requirements take skill ļ® Cultivate the right sources ļ® Identify the right source to answer the question ļ® Triangulate using multiple sources ļ® Deliver the actionable and contextual content that people need Ā© 2011 Israel Gat
  • 36. ASK MORE OF REQUIREMENTS PROFESSIONALS Ā© 2011 Israel Gat
  • 37. More skills and experiences needed ECONOMICS Descriptive Actionable Contextual ANTHROPOLOGY Ā© 2011 Israel Gat COMPUTER SCIENCE
  • 38. We need negotiators, not order takers Ā© 2011 Israel Gat
  • 39. The BA job must change Old BA World New BA World ā€¢ Order takers ā€¢ Business partners ā€¢ Everything must be on the list ā€¢ Itā€™s on the list if it provides mutual value ā€¢ Projects ā€¢ Products ā€¢ Focus on documentation ā€¢ Focus on information ā€¢ Requirements as a weapon ā€¢ Requirements as a resource Ā© 2011 Israel Gat
  • 40. BAs need support and investment Product managers and business analysts say that soft skills are more important than technical domain knowledge. Ā© 2011 Israel Gat The top 5 challenges for both product managers and business analysts are soft skills.
  • 41. HOW DO YOU KNOW YOUā€™VE IMPROVED? Ā© 2011 Israel Gat
  • 42. How do you know youā€™re doing well? If you treat requirements as a . . . And youā€™ll share them with . . . Necessity ā€œThank God thatā€™s done. Now, on to coding!ā€ Just the development team. Catalyst ā€œWow, that new persona made me rethink our app.ā€ The next person youā€™re trying to convince. Asset Ā© 2011 Israel Gat You might find yourself saying . . . ā€œWhen was the last time we looked at those user stories?ā€ Everyone, in a format that makes sense to them.
  • 43. How do you know youā€™re doing well? QUALITATIVE Ask the community. Call ā€œgo toā€ users or stakeholders. Review personas, use cases, other existing content. Answer a question in less than a day. QUANTITATIVE Collect usage stats. Do a quick poll. Analyze data from public sources (blogs, communities, etc.). Ā© 2011 Israel Gat
  • 44. SLIDE ARCHIVE Ā© 2011 Tom Grant 44
  • 45. Software professionals are better inventors than innovators Ā© 2011 Tom Grant
  • 46. Many problems that start in requirements ļ® Many sources of problems ā€¢ Little or no business justification ā€¢ Wrong prioritization ā€¢ Mistaken design choices ā€¢ Insufficient functionality delivered ā€¢ Too much functionality delivered ļ® All boil down to some familiar measures of failure ā€¢ Re-engineering, business/IT misalignment, etc. Ā© 2011 Tom Grant
  • 47. Business problems putting stress on requirements Requirements tools are one of the most rapidlyevolving parts of the ALM market Ā© 2011 Tom Grant
  • 48. But waitā€¦Wasnā€™t Agile supposed to fix everything? Even though Agile is certainly mainstream (39%+ of teams), the voice of the customer is frequently not heard or understood Agile is a set of powerful, effective team-level practices for software development. It is not a silver bullet for every problem. Ā© 2011 Tom Grant
  • 49. Itā€™s easy to lose track of the customer Ā© 2011 Tom Grant
  • 50. Itā€™s easy to lose track of the customer Ā© 2011 Tom Grant
  • 51. Itā€™s easy to lose track of the customer Ā© 2011 Tom Grant
  • 52. How do we fix this situation? ļ® Make the information more accurate ļ® Make the information more timely ļ® Make the insights more profound ļ® Make the information load lighter Ā© 2011 Tom Grant
  • 53. Accurate Ā© 2009 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Tom Grant
  • 55. Eating your own dog food is not enough Because youā€™re not a dog Ā© 2011 Tom Grant
  • 56. Waterfall trained us to be fatalistic about requirements Ā© 2011 Tom Grant
  • 57. Design thinking and visualization accelerate feedback Push design earlier in the process. Push feedback earlier in the process. Ā© 2011 Tom Grant
  • 58. Feedback is fine, butā€¦ Do we know in advance the right questions to pose? Ā© 2011 Tom Grant
  • 59. Requirements arenā€™t simple What is the customer Descriptive asking for? Actionable Contextual What is the customer really asking for? Ā© 2011 Tom Grant How should we meet the customerā€™s request?
  • 60. Requirements are necessary We get through this as quickly as possibleā€¦ Descriptive Actionable Contextual Ā© 2011 Tom Grant ā€¦So that we can get on with this
  • 61. Requirements are an exercise in translation Descriptive Actionable Contextual Ā© 2011 Tom Grant
  • 62. Requirements are a toolkit Enhancem ent requests, c hange requests, i deas User stories Descriptive Actionable Contextual Personas, use cases, busine Ā© 2011 Tom Grant Traditional requiremen ts Themes, e pics
  • 63. Contextual information is crucial ļ‚§ Contextual information improves decision-making ā€“ Reduces the number of options under consideration ā€“ Leads to better design decisions ā€“ Improves communication with customers Ā© 2011 Tom Grant
  • 64. Contextual information lost at every toss TESTER DEVELOPER ā€œWhat should the software do? Within what parameters for security, performance, etc.?ā€ ā€œOut of all the tests I might do, which represent the software as someone will actually use it?ā€ UX DESIGNER BUSINESS ANALYST ā€œHereā€™s the actionable Ā© 2011 Tom Grant requirementā€ ā€œWhat sort of user experience does the user expect? What would really win them over?ā€
  • 65. But accuracy isnā€™t everything Accuracy is fine, but we do need to get on with the work. Ā© 2011 Tom Grant
  • 66. Timely Ā© 2009 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Tom Grant
  • 67. Requirements can slow Agile teams WATER Ā© 2011 Tom Grant SCRUM FALL
  • 68. When do we need the requirements, really? LONG-TERM Entire project/product timeline (years) MEDIUM-TERM Next user-relevant landmark (months) SHORT-TERM Next dev-relevant landmark (weeks) Ā© 2011 Tom Grant
  • 69. When do we need the requirements? (examples) Descriptive Long Medium Short Ā© 2011 Tom Grant Actionable Contextual Project/product Initial backlog Personas plan Re-prioritized Themes/epics Use cases backlog User stories User stories User feedback (prioritization) (design)
  • 70. Requirements structure and process needs changing ļ® Requirements toolkit, not requirements template ļ® Requirements pipeline, not a requirements bus ļ® Requirements retrospection, not ā€œfire and forgetā€ ļ® Business analysts and product owners who make decisions, not order-takers Ā© 2011 Tom Grant
  • 71. But timeliness is not enough Velocity is down here Ā© 2011 Tom Grant
  • 72. Profound Ā© 2009 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Tom Grant
  • 73. Are we having the best possible conversations? One-on-one negotiations between the business faction and the IT faction are hardly optimal Ā© 2011 Tom Grant
  • 74. Ā© 2011 Tom Grant
  • 75. INPUT: Change the rules with serious games ļ® Structured ā€¢ Rules, but often no winners ļ® Purposeful ā€¢ Definite outcome ļ® Time-bound ā€¢ By definition, a time-boxed exercise ļ® Participatory ā€¢ Success depends on everyone participating. ļ® Egalitarian ā€¢ Everyone has an equal opportunity to participate. Ā© 2011 Tom Grant
  • 76. What sort of serious games? Structured, gamelike activities with collective outcomes Ā© 2011 Tom Grant
  • 77. EXAMPLE: Product box Ā© 2011 Tom Grant
  • 78. EXAMPLE: Buy a feature COST FEATURE Android app for activity management $5,000 Custom pipeline stages $2,000 More complex lead-scoring options $3,500 More canned reports $1,500 Define and manage teams $4,750 Easy clean-up of bad or duplicate data $2,500 Activity entry via email $3,250 Associate teams with prospects $1,250 Ā© 2011 Tom Grant SPENT $500 $300 $2,000 $2,500 -
  • 79. Serious games change the conversation Let the users wrangle with each other, instead of with you Ā© 2011 Tom Grant
  • 80. Insight isnā€™t enough Remember Agile? Lean? Ā© 2011 Tom Grant
  • 81. Light-weight Ā© 2009 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Tom Grant
  • 82. We just made the job of requirements a lot harder Ā© 2011 Tom Grant
  • 83. More skills and experiences needed ECONOMICS Descriptive Actionable Contextual ANTHROPOLOGY Ā© 2011 Tom Grant COMPUTER SCIENCE
  • 84. BAs need support and mentorship When polled, product managers and business analysts say that soft skills are more important than technical domain knowledge. The top 5 challenges for both product managers and business analysts are soft skills. Ā© 2011 Tom Grant
  • 85. The top priority for PMs: requirements, over time Source: Pragmatic Marketing survey of product managers, 2010-2011. Ā© 2011 Tom Grant
  • 86. Agile ratchets up the pressure on BAs The business Development team Waste Waste Has a problem Business analyst Provides a solution Time Solution Documentation Ā© 2011 Tom Grant
  • 87. The BA job must change Old BA World New BA World ā€¢ Order takers ā€¢ Business partners ā€¢ Everything must be on the list ā€¢ Itā€™s on the list if it provides mutual value ā€¢ Projects ā€¢ Products ā€¢ Focus on documentation ā€¢ Focus on information ā€¢ Requirements as a weapon ā€¢ Requirements as a resource We need someone to make smart decisions. And we need them now. Ā© 2011 Tom Grant
  • 88. If you want real super-heroesā€¦ Give the people who do requirements responsibility AND authority Ā© 2011 Tom Grant
  • 89. Authority means that you can sayā€¦ Ā© 2011 Tom Grant
  • 90. We need BAs to be business innovation aces ļ® Possesses good research skills ļ® Knows how to get reliable answers quickly ļ® Builds ā€œjust in timeā€ requirements ļ® Understands technical feasibility ļ® Helps customers shape requirements ļ® Has decision-making power ļ® Turns requirements into an asset Ā© 2011 Tom Grant
  • 91. ā€œJust in timeā€ requirements take skill, resources ļ® Cultivate the right sources ā€¢ EX: Business users, social media, past requirements, etc. etc. ļ® Identify the right source to answer the question ā€¢ EX: Do we need insight or validation? ļ® Triangulate using multiple sources ā€¢ EX: One source provides depth, another ensures that the answer is representative ļ® Deliver the actionable and Ā© 2011 Tom Grant
  • 92. ā€œWith great power comes great responsibilityā€ Measure and reward adoption, or some other positive outcome Ā© 2011 Tom Grant
  • 93. People downstream need better requirements, too WATER Ā© 2011 Tom Grant SCRUM FALL
  • 94. Next steps Ā© 2009 Forrester Research, Inc. Reproduction Prohibited Ā© 2011 Tom Grant
  • 95. How do you know youā€™re doing well? If you treat requirements as a . . . And youā€™ll share them with . . . Necessity ā€œThank God thatā€™s done. Now, on to coding!ā€ Just the development team. Catalyst ā€œWow, that new persona made me rethink our app.ā€ The next person youā€™re trying to convince. Commodity Ā© 2011 Tom Grant You might find yourself saying . . . ā€œWhen was the last time we looked at those user stories?ā€ Everyone, in a format that makes sense to them.
  • 96. How do you know youā€™re doing well? ā€œThe dev team has a question . . .ā€ QUALITATIVE Ask the community. Call ā€œgo toā€ users or stakeholders. Review personas, use cases, other existing content. Someone can provide this information in less than a day. QUANTITATIVE Collect usage stats. Do a quick poll. Analyze data from public sources (blogs, communities, etc.). Ā© 2011 Tom Grant
  • 97. Step 1: Rethink your assumptions ļ® Potential techniques ā€¢ The ā€œfirst hourā€ test ā€¢ Participant-observer ā€¢ ā€œProduct boxā€ serious game Ā© 2011 Tom Grant
  • 98. Step 2: Engage your customer in new ways ļ® Potential techniques ā€¢ Transparent road map ā€¢ Required ā€œvoice of the customerā€ at key intervals ā€¢ Visualization ā€¢ ā€œBuy A Featureā€ serious game Ā© 2011 Tom Grant
  • 99. Step 3: Measure the value of the results ļ® Accuracy ā€¢ EX: How much re-work? ļ® Timeliness ā€¢ EX: How much on time? ļ® Insight ā€¢ EX: How much down-stream value? ļ® Weight ā€¢ EX: How much work to acquire? Source: Getty Images (http://www.gettyimages.com) Ā© 2011 Tom Grant

Editor's Notes

  1. Source: http://www.gettyimages.com/detail/sb10069978y-001/Photodisc
  2. Source: www.balsamiq.com (screenshot)
  3. Source: Getty Images (http://www.gettyimages.com/detail/108198052/Vetta)
  4. Source: www.balsamiq.com (screenshot)
  5. Source: Getty Images (http://www.gettyimages.com/detail/108198052/Vetta)
  6. Source: Getty Images (http://www.gettyimages.com/detail/109722670/the-Agency-Collection)