The document discusses hybrid development in regulated environments, outlining a flexible approach combining structured methodologies like waterfall and agile. It emphasizes the importance of speed, accountability, and traceability, while providing best practice recommendations. Additionally, it highlights the need for efficient workflow management and communication among teams to enhance operational efficiency.

1. Helix ALM by Perforce © 2020 Perforce Software, Inc.
Hybrid Development in a Regulated World
TOM TOTENBERG, PERFORCE | MARCH 12, 2020

2. perforce.com2 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
Tom Totenberg
Senior Solutions Engineer
Tom is a Senior Solutions Engineer for Helix ALM. He specializes in
best practices and product lifecycle management for regulated
organizations. As an expert in workflow dynamics, Tom is
committed to helping customers eliminate operational inefficiency.
Presenter

3. perforce.com3 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
1
2
3
4
5
What is Hybrid Development?
Speed and Accountability
The Traceability Problem
Best Practice Recommendations
Questions
Hybrid Development in a Regulated World

4. What Do You Mean by “Hybrid?”

5. perforce.com5 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
• Flexible, iterative approach to development.
• Early delivery, ongoing testing and improvement.
Development Methodologies
• Linear progression through well-defined phases.
• Structured, scheduled milestones to track progress.
Requirements
Design
Implementation
Verification
Maintenance
Waterfall Agile

6. perforce.com6 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
Development Methodologies
Hybrid Development = Combination of Approaches
Requirements Design Implementation Verification Maintenance
Disclaimer: I am oversimplifying 

7. Speed and Accountability

8. perforce.com8 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
Speed and Accountability
• Linear progression through well-defined phases.
• Structured, scheduled milestones to track progress.
• Flexible, iterative approach to development.
• Early delivery, ongoing testing and improvement.
Requirements
Design
Implementation
Verification
Maintenance
Waterfall Agile

9. perforce.com9 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
• Lacks accountability.
• Unplanned and disorganized.
• Rigid and unable to adapt.
• Slow, uncommunicative experience for customers.
Speed and Accountability
• Linear progression through well-defined phases.
• Structured, scheduled milestones to track progress.
• Flexible, iterative approach to development.
• Early delivery, ongoing testing and improvement.
Waterfall Agile
Common Criticisms Common Criticisms

10. perforce.com10 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
0
10
20
30
40
50
60
70
80
90
Speed
Accountability
Traditional Logic

11. perforce.com11 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
Maintain long-term plan + enhance short-term efficiency
Other Models
SAFe V-Model RAD
The Goal:

12. perforce.com12 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
What are you building? Hardware Software Legos
Time to Change High Low Minimal
Time to Test High Low Instant
Pain if you step on it High None Extreme
What’s The Right Approach for Me?

13. “A delayed game is eventually good,
but a rushed game is forever bad.”
Shigeru Miyamoto
Creator of Super Mario Bros and The Legend of Zelda

14. The Traceability Problem

15. perforce.com15 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
Disconnected Activity Across Teams
TM
TM
TM
TM
TM
TM
Perforce Software, Inc. is not associated or affiliated with Microsoft Corporation, Software In Public Interest, Inc., Github, Inc., IBM,and Atlassian Corporation Plc.
All third party trademarks and copyrights displayed herein are owned by the respective party.

16. perforce.com16 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
Business Analysts
Managers
QA
Developers
“Drop everything,
we’re getting audited!”
Hint: This should not happen
Traceability

17. perforce.com17 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
Traceability

18. Best Practices

19. perforce.com19 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
Start Small. Grow Over Time.

20. perforce.com20 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
• Make a change management loop.
• Ensure only the correct security groups can perform those actions.
Workflow Enforcement

21. perforce.com21 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
• Tie e-signatures to workflow events.
• Tools > Administration > Workflow > Events > Edit Event
Capture Electronic Signatures

22. perforce.com22 | Helix ALM by Perforce © 2020 Perforce Software, Inc.
Consolidate Tools Wherever Possible

23. Communicate!
When a team member asks “why,”
you should have an answer.

24. Questions?