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Advanced Business Analysis Training
Use Cases and Its use in Agile World
Agenda
2
Requirements
Principles
Identify the principles that
lead to effective Agile
requirements
Setting the Stage for
Requirements
Establish the vision as the
foundation of Agile
requirements
Levels of Agile
Requirements
Identify the different level
of Agile requirements for
effective requirements
1 2 3
Agile Requirements Principles Requirements Principles
Design a process for collaborative requirements gatheringupfront
Identify and engage a product owner and knowledgeable SMEs
Acquire effective facilitation/elicitation and visual modeling skills
Focus on breadth early, on depth later
Break down/slice requirements to the right level
Define ‘Acceptance Tests’ as part of the requirement
Keep a ‘Just Enough for the Next Step’attitude
Requirements Principles
Top 10
Agile
Requirements
Characteristics
1
2
3
4
5
6
Just in-time detail
Light
Assumes change
Never sealed
Estimated in points
Prioritized top down
Shorter time to gather
ONE product owner
Focus on breadth
Gathered collaboratively10
7
8
9
4
Please Take the Poll
5
 What are the challenges you face when it comes to writing good
requirements?
 Think breadth then depth
 Break it down into small chunks
 Collaboration
 Following INVEST (Independent, Negotiable, Valuable, Estimate-able, Small,
Testable)
Writing Good Requirements Requirements Principles
Should be done collaboratively
Think breadth then depth
Follow the U-INVEST attributes
Break it down into small chunks
Stories are not ‘Tasks’
Revisit the vision periodically and
revise it based on feedback,
innovative ideas, and needed change
Describe what the project
will look like in the future
Examine patterns and
relationships throughout the
project
Focus on attainable goals
Identify potential problems
and risks
Balance opportunities and
challenges
Setting Project Direction
7
Create a
long-term vision
Develop strategies for
achieving the vision
Revisit the vision
Setting the Stage for
Requirements
Agreeing on Project Deliverables Setting the Stage for
Requirements
Working
Documents:
Artifacts
needed during
project
Enterprise
Documents:
Artifacts
needed after
project
Minimal
Documentation
Required
Agreeing on Project Deliverables Setting the Stage for
Requirements
Agreeing on Tools Setting the Stage for
Requirements
What functionality do we need?
When?
Which tools can help us
reach our goal?
What is our criteria for
selecting
Agreeing on Tools Setting the Stage for
Requirements
From Portfolio Ideas to Team
Backlog
Release
Planning
Iteration
Work
Sprint1Sprint2Sprint3Sprint4SprintN
Idea
Qualification/
Feasibility
BuildStory
Backlog
IdeaList
Program
Planning
Portfolio
Prioritization
PortfolioProjects
ProgramMaster
Backlog TeamBacklog
TeamRelease
Plan
Levels ofAgile
Requirements
Story
Feature
Theme Job Seeker
Resume
Management
As a Job Seeker I
want to upload a
Resume
As a Job Seeker I want
to delete my Resume
Example Requirement Levels
Details TC1- Verify that only word and PDF documents can be uploaded.
TC2- Verify that file size does not exceed 80k
Levels ofAgile
Requirements
Please Take the Poll
 What level of Agile requirements development do you have the most
challenges with?
 Theme/Epic
 Feature
 User Story
 Task
14
Requirements at the Portfolio Layer
Themes
Epics
Levels ofAgile
Requirements
• In Agile, there are
2 “high level”
requirements
Highest Level
of
Requirements
Epics – Portfolio Level
 Are large scale in nature and are used to realize investment
themes
 Are the highest level of requirement
 Demonstrate VISION NOT specificity
 They must be categorized, prioritize and estimated
 They represent the “2nd layer of abstraction” in Themes
Levels ofAgile
Requirements
Epics – Portfolio Level
 Epics are managed and maintained by the Portfolio
management group, governance team or business
unit owners
 Epics are managed and maintained in the Portfolio
backlog Epic1
Epic2
Epic3
PortfolioBacklog
Investment Themes
Levels ofAgile
Requirements
Architectural Epics—Portfolio Level
 Represent the technological/
infrastructure side of
initiatives
 Architectural epics represent
large scale implementations
that could require execution
in Waterfall practices as well
as Agile
Levels ofAgile
Requirements
Understanding the Problem Domain
 Learn “Just Enough” about the
problem domain.
 Identify actual users and impacted
stakeholders.
 Go-See and understand “What do
they do today? Why is it not
working?”
 Use interviews, shadowing,
surveys, and market research to
understand true needs.
Setting the Stage for
Requirements
Visioning Summary
Need a clear understanding of:
Setting the Stage for
Requirements
Start collecting high level themes and features here that lead to defining the scope of the effort
How will we
measure
success?
What are the
key
objectives?
Why are we
doing this
project?
Vision
Definition
• Aims to identify a list
of major processes
and high level
process steps for the
system.
• Who needs to do
What?
• Big picture of UI Flow
Goal
• Facilitator Led
Visioning Workshop
• High Level Modeling
• Teams Breakout
Converge
Techniques •Use Case
Diagrams
• High Level
Process Diagrams
• UI Flow Diagrams
•Backlog (high
level)
Output
Requirements Visioning Setting the Stage for
Requirements
Features – Program Level
 What new things will a system do for its users
 Describes the benefits the users will get out of
features
 They bridge the gap between “needs” and software
requirements
Solution
Levels ofAgile
Requirements
Problem or
Opportunity
Features – Program Level
 Features are a high level
user story
 25-50 features ensures a
“broad view” of the product
vision
Levels ofAgile
Requirements
Features are important for Agile teams to plan and estimate iterations
Medium
High Level Theme
Feature
1
Feature
2
Challenges in Prioritizing Features
for the Program Backlog
 Customers want them all
 Product managers want to
avoid prioritizing features for
sake of having them all
 Quantification of value for
simple must haves is difficult to
do for sake of remaining
competitive – this is often too
abstract in nature to prioritize
 Comparing “apple” features to
“oranges” features can be very
challenging
Levels ofAgile
Requirements
What is a Story?
 A brief, simple
requirement statement
from the perspective of
the user
 Stories should be
documented and visible
 Each story should have
acceptance criteria
Attributes of a Story:
 Understandable
 Independent
 Negotiable
 Valuable
 Estimable
 Small
 Testable
Levels ofAgile
Requirements
User Stories – Team Level Levels ofAgile
Requirements
Characteristics of a great user story:
 They are short and easy to read
 They are captured in a “list format” large
BRD’s not welcome here!
 They can be discarded after
implementation
 They represent small increments of
functionality
 They should be relatively easy to estimate
 Detailed system behavior is NOT captured
in a user story
The best litmus test of user stories is the use of the mnemonic UINVEST
User Stories – Team Level
Characteristics of a great user story;
 Card
 2 or 3 sentences to describe intent of story
 Format: As a <role> I can <activity> so that <business value>
 Conversation
 The card in essence is the introduction to a conversation
between, product owner, developers, users, team, customer etc,
in short all stakeholders involved. The conversation is intended to
seek clarity and drive out details
 Confirmation
 = Acceptance test, has the story been implemented according to
conditions of satisfaction?
Levels ofAgile
Requirements
Requirements Writing Workshops
 Involve as many team
members as possible.
 Goal is to brainstorm and
write as many user
stories as possible.
 Prepare the room with
post-it notes, flip charts
and markers.
 Need an effective
facilitator to run these
meetings to keep folks on
track. Establish Meeting
Norms!
Setting the Stage for
Requirements
Identifying Stories
Depending on your project type,
there are several ways to identify
stories such as:
 User Focused: Use Case
Diagrams
 Process Focused: Process
Diagrams
 UI Focused: UI Flow Diagrams
Levels ofAgile
Requirements
Please Take the Poll
30
 When developing Agile requirements, what modeling techniques do you use?
 Use Case Modeling
 Process Modeling
 Business Information Modeling
 None
Personas
 Personas are like ‘avatars’ that represent different
customer segments for your business. They stand-in for
‘real’ users.
 We use them to learn about characteristics, needs and
behaviors of real users.
Levels ofAgile
Requirements
High Level Use Case Diagrams
What Are They?
 Diagrams that demonstrate
the Actors and their Goals.
Actors can be people or
systems.
When to Use Them?
 For high level visioning.
 When identifying Themes
and Features.
 For communicating a simple
visual representation of the
project scope.
Levels ofAgile
Requirements
Steps for Identifying User Roles
 Research the domain and
interview real users.
 Perform surveys to identify true
needs, behaviors and
characteristics.
 Brainstorm the initial set of roles
with product owner and SMEs.
 Organize the set.
 Consolidate and prioritize the
target roles.
Levels ofAgile
Requirements
Sample Use Case Diagram Levels ofAgile
Requirements
Sample Questions to Ask Setting the Stage for
Requirements
• What are you trying to achieve? Why?
• Who is involved, and how?
• What do those people want? Do they agree?
• How do you envision this working?
• What could go wrong?
• Why are you making these decisions?
• What are you assuming?
The Levels of Requirements
Details
Small
Medium
High Level Theme
Feature 1
Story 1 Story 2
Feature 2
Epic
MoreDefinition
Business
Rules
Acceptance
Tests
UI
Prototype
Activity
Diagram
Tasks
Levels ofAgile
Requirements
Example Theme–Feature–Story
Employer
Area
Manage
Jobs
1. As an employer I want to
post a job so others can
find it.
2. As an employer I want to
modify a job posting so it is
correct.
3. As an employer I want view
a list of my open job postings
so I can analyze them.
Levels ofAgile
Requirements
Example Story–Acceptance Criteria
1. As an employer I
want to post a job so
others can find it.
1. UAT1–Verify that only an authorized user
with a valid employer account can post a job.
2. UAT2–Verify that a duplicate job posting
cannot be entered.
3. UAT3–Verify that the posting date is past
today’s date.
4. UAT4–Verify that the positing expiration date
within 90 days.
5. UAT5–Verify that the screen fields pass our
standard field format rules (link here to doc).
6. UAT6–Verify that all required fields are
entered (list them or link to UI Prototype).
Levels ofAgile
Requirements
Example Story–Tasks
1. As an employer I
want to post a job so
others can find it.
1.Create a database table to store the job posting
details.
2.Design and build the screen for job posting.
3.Write the automated acceptance tests
4.Code, unit test and automate UAT1
5.Document/record the on page video help for the job
posting page.
6.Perform user acceptance testing.
7.Deploy the code to the test environment.
8. ….. Others as needed.
Levels ofAgile
Requirements
Agile Requirements Elicitation
Techniques
Visioning
• Interviews/Surveys
• User Roles, Personas
• Use Cases Diagrams
• Process Diagrams
• UI Flow Diagrams
• Context Diagrams
Brainstorming
• Group Brainstorming
• Facilitator Led Callout
• Post-it Note
• Breakout/Converge
• Story Mapping
• Silent Sorting
Breakdown/Slicing
• CRUD
• Business Rule
• Process Steps
• User/Platform
Deep Dive
• Acceptance Tests
• Test Scenarios
• Example Tables
• UI Prototyping and Wireframes
• Business Rules
• Activity Diagrams
Setting the Stage for
Requirements
Pulling It All Together Levels ofAgile
Requirements
Page 42Classification: Restricted
Thank You!

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Use Cases and Use in Agile world

  • 1. Advanced Business Analysis Training Use Cases and Its use in Agile World
  • 2. Agenda 2 Requirements Principles Identify the principles that lead to effective Agile requirements Setting the Stage for Requirements Establish the vision as the foundation of Agile requirements Levels of Agile Requirements Identify the different level of Agile requirements for effective requirements 1 2 3
  • 3. Agile Requirements Principles Requirements Principles Design a process for collaborative requirements gatheringupfront Identify and engage a product owner and knowledgeable SMEs Acquire effective facilitation/elicitation and visual modeling skills Focus on breadth early, on depth later Break down/slice requirements to the right level Define ‘Acceptance Tests’ as part of the requirement Keep a ‘Just Enough for the Next Step’attitude
  • 4. Requirements Principles Top 10 Agile Requirements Characteristics 1 2 3 4 5 6 Just in-time detail Light Assumes change Never sealed Estimated in points Prioritized top down Shorter time to gather ONE product owner Focus on breadth Gathered collaboratively10 7 8 9 4
  • 5. Please Take the Poll 5  What are the challenges you face when it comes to writing good requirements?  Think breadth then depth  Break it down into small chunks  Collaboration  Following INVEST (Independent, Negotiable, Valuable, Estimate-able, Small, Testable)
  • 6. Writing Good Requirements Requirements Principles Should be done collaboratively Think breadth then depth Follow the U-INVEST attributes Break it down into small chunks Stories are not ‘Tasks’
  • 7. Revisit the vision periodically and revise it based on feedback, innovative ideas, and needed change Describe what the project will look like in the future Examine patterns and relationships throughout the project Focus on attainable goals Identify potential problems and risks Balance opportunities and challenges Setting Project Direction 7 Create a long-term vision Develop strategies for achieving the vision Revisit the vision Setting the Stage for Requirements
  • 8. Agreeing on Project Deliverables Setting the Stage for Requirements Working Documents: Artifacts needed during project Enterprise Documents: Artifacts needed after project Minimal Documentation Required
  • 9. Agreeing on Project Deliverables Setting the Stage for Requirements
  • 10. Agreeing on Tools Setting the Stage for Requirements What functionality do we need? When? Which tools can help us reach our goal? What is our criteria for selecting
  • 11. Agreeing on Tools Setting the Stage for Requirements
  • 12. From Portfolio Ideas to Team Backlog Release Planning Iteration Work Sprint1Sprint2Sprint3Sprint4SprintN Idea Qualification/ Feasibility BuildStory Backlog IdeaList Program Planning Portfolio Prioritization PortfolioProjects ProgramMaster Backlog TeamBacklog TeamRelease Plan Levels ofAgile Requirements
  • 13. Story Feature Theme Job Seeker Resume Management As a Job Seeker I want to upload a Resume As a Job Seeker I want to delete my Resume Example Requirement Levels Details TC1- Verify that only word and PDF documents can be uploaded. TC2- Verify that file size does not exceed 80k Levels ofAgile Requirements
  • 14. Please Take the Poll  What level of Agile requirements development do you have the most challenges with?  Theme/Epic  Feature  User Story  Task 14
  • 15. Requirements at the Portfolio Layer Themes Epics Levels ofAgile Requirements • In Agile, there are 2 “high level” requirements Highest Level of Requirements
  • 16. Epics – Portfolio Level  Are large scale in nature and are used to realize investment themes  Are the highest level of requirement  Demonstrate VISION NOT specificity  They must be categorized, prioritize and estimated  They represent the “2nd layer of abstraction” in Themes Levels ofAgile Requirements
  • 17. Epics – Portfolio Level  Epics are managed and maintained by the Portfolio management group, governance team or business unit owners  Epics are managed and maintained in the Portfolio backlog Epic1 Epic2 Epic3 PortfolioBacklog Investment Themes Levels ofAgile Requirements
  • 18. Architectural Epics—Portfolio Level  Represent the technological/ infrastructure side of initiatives  Architectural epics represent large scale implementations that could require execution in Waterfall practices as well as Agile Levels ofAgile Requirements
  • 19. Understanding the Problem Domain  Learn “Just Enough” about the problem domain.  Identify actual users and impacted stakeholders.  Go-See and understand “What do they do today? Why is it not working?”  Use interviews, shadowing, surveys, and market research to understand true needs. Setting the Stage for Requirements
  • 20. Visioning Summary Need a clear understanding of: Setting the Stage for Requirements Start collecting high level themes and features here that lead to defining the scope of the effort How will we measure success? What are the key objectives? Why are we doing this project? Vision Definition
  • 21. • Aims to identify a list of major processes and high level process steps for the system. • Who needs to do What? • Big picture of UI Flow Goal • Facilitator Led Visioning Workshop • High Level Modeling • Teams Breakout Converge Techniques •Use Case Diagrams • High Level Process Diagrams • UI Flow Diagrams •Backlog (high level) Output Requirements Visioning Setting the Stage for Requirements
  • 22. Features – Program Level  What new things will a system do for its users  Describes the benefits the users will get out of features  They bridge the gap between “needs” and software requirements Solution Levels ofAgile Requirements Problem or Opportunity
  • 23. Features – Program Level  Features are a high level user story  25-50 features ensures a “broad view” of the product vision Levels ofAgile Requirements Features are important for Agile teams to plan and estimate iterations Medium High Level Theme Feature 1 Feature 2
  • 24. Challenges in Prioritizing Features for the Program Backlog  Customers want them all  Product managers want to avoid prioritizing features for sake of having them all  Quantification of value for simple must haves is difficult to do for sake of remaining competitive – this is often too abstract in nature to prioritize  Comparing “apple” features to “oranges” features can be very challenging Levels ofAgile Requirements
  • 25. What is a Story?  A brief, simple requirement statement from the perspective of the user  Stories should be documented and visible  Each story should have acceptance criteria Attributes of a Story:  Understandable  Independent  Negotiable  Valuable  Estimable  Small  Testable Levels ofAgile Requirements
  • 26. User Stories – Team Level Levels ofAgile Requirements Characteristics of a great user story:  They are short and easy to read  They are captured in a “list format” large BRD’s not welcome here!  They can be discarded after implementation  They represent small increments of functionality  They should be relatively easy to estimate  Detailed system behavior is NOT captured in a user story The best litmus test of user stories is the use of the mnemonic UINVEST
  • 27. User Stories – Team Level Characteristics of a great user story;  Card  2 or 3 sentences to describe intent of story  Format: As a <role> I can <activity> so that <business value>  Conversation  The card in essence is the introduction to a conversation between, product owner, developers, users, team, customer etc, in short all stakeholders involved. The conversation is intended to seek clarity and drive out details  Confirmation  = Acceptance test, has the story been implemented according to conditions of satisfaction? Levels ofAgile Requirements
  • 28. Requirements Writing Workshops  Involve as many team members as possible.  Goal is to brainstorm and write as many user stories as possible.  Prepare the room with post-it notes, flip charts and markers.  Need an effective facilitator to run these meetings to keep folks on track. Establish Meeting Norms! Setting the Stage for Requirements
  • 29. Identifying Stories Depending on your project type, there are several ways to identify stories such as:  User Focused: Use Case Diagrams  Process Focused: Process Diagrams  UI Focused: UI Flow Diagrams Levels ofAgile Requirements
  • 30. Please Take the Poll 30  When developing Agile requirements, what modeling techniques do you use?  Use Case Modeling  Process Modeling  Business Information Modeling  None
  • 31. Personas  Personas are like ‘avatars’ that represent different customer segments for your business. They stand-in for ‘real’ users.  We use them to learn about characteristics, needs and behaviors of real users. Levels ofAgile Requirements
  • 32. High Level Use Case Diagrams What Are They?  Diagrams that demonstrate the Actors and their Goals. Actors can be people or systems. When to Use Them?  For high level visioning.  When identifying Themes and Features.  For communicating a simple visual representation of the project scope. Levels ofAgile Requirements
  • 33. Steps for Identifying User Roles  Research the domain and interview real users.  Perform surveys to identify true needs, behaviors and characteristics.  Brainstorm the initial set of roles with product owner and SMEs.  Organize the set.  Consolidate and prioritize the target roles. Levels ofAgile Requirements
  • 34. Sample Use Case Diagram Levels ofAgile Requirements
  • 35. Sample Questions to Ask Setting the Stage for Requirements • What are you trying to achieve? Why? • Who is involved, and how? • What do those people want? Do they agree? • How do you envision this working? • What could go wrong? • Why are you making these decisions? • What are you assuming?
  • 36. The Levels of Requirements Details Small Medium High Level Theme Feature 1 Story 1 Story 2 Feature 2 Epic MoreDefinition Business Rules Acceptance Tests UI Prototype Activity Diagram Tasks Levels ofAgile Requirements
  • 37. Example Theme–Feature–Story Employer Area Manage Jobs 1. As an employer I want to post a job so others can find it. 2. As an employer I want to modify a job posting so it is correct. 3. As an employer I want view a list of my open job postings so I can analyze them. Levels ofAgile Requirements
  • 38. Example Story–Acceptance Criteria 1. As an employer I want to post a job so others can find it. 1. UAT1–Verify that only an authorized user with a valid employer account can post a job. 2. UAT2–Verify that a duplicate job posting cannot be entered. 3. UAT3–Verify that the posting date is past today’s date. 4. UAT4–Verify that the positing expiration date within 90 days. 5. UAT5–Verify that the screen fields pass our standard field format rules (link here to doc). 6. UAT6–Verify that all required fields are entered (list them or link to UI Prototype). Levels ofAgile Requirements
  • 39. Example Story–Tasks 1. As an employer I want to post a job so others can find it. 1.Create a database table to store the job posting details. 2.Design and build the screen for job posting. 3.Write the automated acceptance tests 4.Code, unit test and automate UAT1 5.Document/record the on page video help for the job posting page. 6.Perform user acceptance testing. 7.Deploy the code to the test environment. 8. ….. Others as needed. Levels ofAgile Requirements
  • 40. Agile Requirements Elicitation Techniques Visioning • Interviews/Surveys • User Roles, Personas • Use Cases Diagrams • Process Diagrams • UI Flow Diagrams • Context Diagrams Brainstorming • Group Brainstorming • Facilitator Led Callout • Post-it Note • Breakout/Converge • Story Mapping • Silent Sorting Breakdown/Slicing • CRUD • Business Rule • Process Steps • User/Platform Deep Dive • Acceptance Tests • Test Scenarios • Example Tables • UI Prototyping and Wireframes • Business Rules • Activity Diagrams Setting the Stage for Requirements
  • 41. Pulling It All Together Levels ofAgile Requirements