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1 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Master Five Essentials to
Requirements Management
Journey into Agile with Inflectra
By: Sriram Rajagopalan
We will be starting the webinar shortly, please stand by…
All phones will be automatically on mute until the Q&A.
Webinar Starts at 2:00 PM Eastern Time Zone
®
2 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Meet the Speaker
Dr. Sriram Rajagopalan
Education
Work
Experience
Training &
Certification
Teaching
Experience
PhD, MBA, MS, BE
PfMP, PgMP, PMP, SP,
RMP, ACP, CSM, CSPO,
ACC, CSD, SCT, CSOXP,
SSBB, Instructional
Designer, Speaker,
Writer, and Author
Software Engineer,
Team Leader,
Business Analyst,
Project Manager,
Scrum Master, Agile
Coach, Director,
Vice President
Several
Colleges in the
US, India, &
Vietnam
®
3 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Introduction
 Today’s webinar is part of the 5-part series on “Journey
into Agile with Inflectra”
 Each webinar is 1-hour long. We will reserve time at the end
for questions
 The webinars introduce the concept using a tool
 There is some expectation on your part to setup access
with the SpiraTeam®
 The completion certificate is based on specific requirements
and passing a certification quiz
®
4 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Agile By Inflectra Certificate Course
Start
Register for Webinar
Attend
View Archive when
available
Experiment with SpiraTeam
Pass Quiz
Do for all 5 webinars
Receive Certificate
http://www.inflectra.com/Ideas/Entry/agile-by-inflectra-faqs-certificate-course-771.aspx
No
Yes
End
®
5 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Journey into Agile with Inflectra
Five Principles
to Application
Lifecycle
Management
Master Four
Ceremonies to
deliver Agile
projects better
Master Five
Essentials to
managing your
requirements
Cutting the
Costs and
improving the
Quality
Excellence
through
Reporting in
Agile Projects
®
6 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Requirements: Simple or Complex?
53%
49%
33%
0%
10%
20%
30%
40%
50%
60%
Lack of formal process to validate requirements
in an unbiased manner
Resources available to perform integrated
requirements management
Leadership's stand on requirements
management as a critical competency for
strategic success
PMI Pulse of Profession Survey
PMI claims the number of projects with increasing complexity raised from 35% in 2013 to 41% in 2018.
®
7 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Requirements
When properly implemented and supported, the
critical competency of developing and managing
requirements enables the organization to meet
stakeholder expectations, improve project
performance, meet organizational benefits, and
achieve tangible business outcomes.
(PMI, 2016, pg. 2)
Project Management Institute (2016). Requirements Management: A Practice Guide. Newtown Square, Pennsylvania.
When properly implemented and supported, the
critical competency of developing and managing
requirements enables the organization to meet
stakeholder expectations, improve project
performance, meet organizational benefits, and
achieve tangible business outcomes.
(PMI, 2016, pg. 2)
®
8 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Predictions for Managing Requirements
 Will grow more complicated
 Will promote modeling to prove observations
 Global expansion of more standards and regulations
focusing on predictability
 More organizations will invest in integrated requirements
management solutions
 The best tools and platforms will be value driven and not
feature driven
®
9 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Requirements Management Trends
Bidirectional
Traceability
Transparency
in Managing
Change
Collaboration
with all
Stakeholders
Efficient reuse
of projects and
processes
Integration with
different tools
Agility in
Requirements
Management
Flexibility
towards
Compliance
®
10 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Use Systems Thinking to see the Big Picture
Where are you
today?
Where do you
want to go?
Why do you want
to be there?
What are you
willing to prove
by going there?
What are you
willing to give up
getting there?
How do you
know you have
reached?
®
11 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
More Awesome
Value
Very Good
Value
Awesome
Value
Projects
Outputs
Produce
Capabilities
Portfolio
Realized
Benefits Meets
Strategic
Objectives
Programs
Outcomes
Generate
Benefits
Relate to the Essential Needs
®
12 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Requirements have a Lifecycle
Needs
Assessment
Requirements
Management
Requirements
Elicitation
Requirements
Analysis
Requirements
Monitoring
Solution
Evaluation
®
13 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Be Strategic about
Requirements Gathering
Starting
the
Problem
Half
Solved
Be Strategic about
Requirements Gathering
Starting
the
Problem
Half
Solved
®
14 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Needs Assessment
SWOT
PESTLE
TOE
(My own minimal analysis approach)
PESTLEED
®
15 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Requirements Management
Business
Case
CharterRoadmap
Benefits
Register
Justifies
decision with
formal benefits
and future
opportunities
Authorizes the
person to
manage work
and use
resources
Identifies
specific
benefits, time
period,
measures
Visual view of
functionality,
dependencies,
and milestones
®
16 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Requirements Elicitation
Customer
Value Add
Business
Value Add
Technical
Value Add
Process
Value Add
Non-Value
Add
1. What does the paying customer want?
2. What exciters can we add to keep the customer with us?
1. What types of documentation / training needed for users?
2. Are compliance documents needed to sustain business?
1. How to technology current to avoid risks from shelf-life?
2. How to avoid technical debt making platforms stable?
1. What types of elements to retire that add no-value?
2. What types of process and procedure waste to eliminate?
1. How to increase effectiveness by operational excellence?
2. How to enhance efficiency by continuous improvement?
®
17 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Concise State actionable information without any unnecessary information
Unambiguous There should not be more than one way to interpret the same information
Realistic Deliverable within the constraints of scope, schedule, cost, quality, and available resources
Testable Requirements should withstand a “pass” or “fail” criterion
Atomic Every requirements should be unique
Independent Understanding the requirement shouldn’t depend on another requirement
Necessary Removing the requirement should actually affect the system/product
Requirements Analysis – Raise the CURTAIN*
* An approach that I came up
®
18 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Requirement Types
Functional Requirements
• Functionality of the System
• Type of Users
Non-Functional Requirements
• Specific behaviors beyond user requirements
• Organizational Considerations enforcing policy and procedure compliance
Domain Requirements
• The environment where the system operations
• Interoperability within the human and system components
®
19 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Use Cases or User Stories
What’s common?
• Describe accomplishing a goal
What’s the difference?
• User stories are short-term and result-oriented
• Use cases describe the interrelationships among user and
system needs
®
20 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Exploring Use Cases and User Stories
Use Cases
• Prerequisite
• Description
• Actor
• Basic Flow
• Alternative Flow
• Exception Flow
• Post-Condition
User Stories
• Card
• Conversation
• Confirmation
• User Stories lack the context
to a larger goal
• User Stories lack
completeness encompassing
all aspects of a goal
• User Stories do not forecast
what work may be coming up
®
21 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Use Case and User Stories Relationship
Use Case A
Use Case K
Use Case M
Product BacklogRoadmap
Iteration Backlog
Review
Need Features Design Element
Quality
Use Case
User Stories
Market
ResearchUse Case Z
®
22 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Categories of Requirements
Requirements
Product
Portability Reliability Usability Efficiency
Storage
Performance
Business
Delivery
Compliance
Safety
Privacy
Standards
External
Ethical
Marketing
Communication
Legal and
Regulatory
®
23 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Whether you are Project Manager finalizing the
scope of work for a project or a Product
Manager/Owner developing the strategy with
long-term roadmap and managing execution
with short-term backlog, simple approach
needed to navigate along the ocean of
requirements ambiguity.
Five Essentials to managing Requirements
®
24 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Requirements Analysis & Monitoring
Stated
P
Actual
erceived
Cultural
Exploited
®
25 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Clear specific needs
are often explicitly
expressed
THE NEED
STATED
This is still not the easiest. Often
mentioned directly by the client but if they
are not articulating well, then it needs
more attention.
®
26 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
THE NEED
Values gained by
choosing a product often
as implicitly expected but
not stated explicitly
PERCEIVED
This involves research for product and market
penetration. In other words, what makes the
customer come back to us? What are the exciters?
How do we sustain it?
®
27 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
THE NEED
Satisfaction associated
with the expected benefits
met by unspoken and
spoken needs
ACTUAL
This is where solution evaluation performing the
voice of customer and voice of business comes in
handy. In other words, have the “stated or perceived”
needs been met? What “actual needs” did we miss?
®
28 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
THE NEED
Needs other than direct
features and benefits
setting the decisions apart
ahead of competition
CULTURAL
We are focusing on product and market diversification.
How can we improve engagement and promote
stickiness with our products? We can evaluate those
deferred decisions and see if they need to be revisited.
®
29 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
THE NEED
Needs that have
vulnerabilities from abuse
and misuse preferring not
to be exposed to and so
to be avoided
EXPLOITED
Here, we need to use observations, patterns and
insights to see how our products and services are
abused and misused. Creating abuser stories for
extreme persona is a start.
®
30 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
S
Success Criteria
Not just priority but also a pre-negotiated
customer acceptance criteria
Well articulated criteria on when work will
be accepted downstream within teams
Well understood criteria on when additional
work or investment will not be made
E
Entry Criteria
E
Exit Criteria
Solution Evaluation: SEE through Delivery
®
31 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Demo Time
 Let us explore specific areas on how SpiraTeam® supports
requirements
®
32 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Summary
Requirements have a lifecycle
• See the Big Picture using Systems Thinking
• Understand Requirements have to be analyzed through
Use cases and User Stories
• Use SPACE for higher-order requirements gathering
• Categorize requirements and evaluate various types of
users/system interfaces
®
33 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Q & A
 Please feel free to ask
questions
Course Administration
Ms. Thea Maisuradze
marketing@inflectra.com
Content
Dr. Sriram Rajagopalan
sriram@inflectra.com.
®
34 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation
Next Steps
1. Take the post-webinar quiz (link in email)
2. Register for the 4th webinar of the series!
Thank you for watching!

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Webinar 3: Five Essentials to Requirements Management

  • 1. ® 1 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Master Five Essentials to Requirements Management Journey into Agile with Inflectra By: Sriram Rajagopalan We will be starting the webinar shortly, please stand by… All phones will be automatically on mute until the Q&A. Webinar Starts at 2:00 PM Eastern Time Zone
  • 2. ® 2 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Meet the Speaker Dr. Sriram Rajagopalan Education Work Experience Training & Certification Teaching Experience PhD, MBA, MS, BE PfMP, PgMP, PMP, SP, RMP, ACP, CSM, CSPO, ACC, CSD, SCT, CSOXP, SSBB, Instructional Designer, Speaker, Writer, and Author Software Engineer, Team Leader, Business Analyst, Project Manager, Scrum Master, Agile Coach, Director, Vice President Several Colleges in the US, India, & Vietnam
  • 3. ® 3 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Introduction  Today’s webinar is part of the 5-part series on “Journey into Agile with Inflectra”  Each webinar is 1-hour long. We will reserve time at the end for questions  The webinars introduce the concept using a tool  There is some expectation on your part to setup access with the SpiraTeam®  The completion certificate is based on specific requirements and passing a certification quiz
  • 4. ® 4 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Agile By Inflectra Certificate Course Start Register for Webinar Attend View Archive when available Experiment with SpiraTeam Pass Quiz Do for all 5 webinars Receive Certificate http://www.inflectra.com/Ideas/Entry/agile-by-inflectra-faqs-certificate-course-771.aspx No Yes End
  • 5. ® 5 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Journey into Agile with Inflectra Five Principles to Application Lifecycle Management Master Four Ceremonies to deliver Agile projects better Master Five Essentials to managing your requirements Cutting the Costs and improving the Quality Excellence through Reporting in Agile Projects
  • 6. ® 6 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Requirements: Simple or Complex? 53% 49% 33% 0% 10% 20% 30% 40% 50% 60% Lack of formal process to validate requirements in an unbiased manner Resources available to perform integrated requirements management Leadership's stand on requirements management as a critical competency for strategic success PMI Pulse of Profession Survey PMI claims the number of projects with increasing complexity raised from 35% in 2013 to 41% in 2018.
  • 7. ® 7 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Requirements When properly implemented and supported, the critical competency of developing and managing requirements enables the organization to meet stakeholder expectations, improve project performance, meet organizational benefits, and achieve tangible business outcomes. (PMI, 2016, pg. 2) Project Management Institute (2016). Requirements Management: A Practice Guide. Newtown Square, Pennsylvania. When properly implemented and supported, the critical competency of developing and managing requirements enables the organization to meet stakeholder expectations, improve project performance, meet organizational benefits, and achieve tangible business outcomes. (PMI, 2016, pg. 2)
  • 8. ® 8 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Predictions for Managing Requirements  Will grow more complicated  Will promote modeling to prove observations  Global expansion of more standards and regulations focusing on predictability  More organizations will invest in integrated requirements management solutions  The best tools and platforms will be value driven and not feature driven
  • 9. ® 9 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Requirements Management Trends Bidirectional Traceability Transparency in Managing Change Collaboration with all Stakeholders Efficient reuse of projects and processes Integration with different tools Agility in Requirements Management Flexibility towards Compliance
  • 10. ® 10 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Use Systems Thinking to see the Big Picture Where are you today? Where do you want to go? Why do you want to be there? What are you willing to prove by going there? What are you willing to give up getting there? How do you know you have reached?
  • 11. ® 11 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation More Awesome Value Very Good Value Awesome Value Projects Outputs Produce Capabilities Portfolio Realized Benefits Meets Strategic Objectives Programs Outcomes Generate Benefits Relate to the Essential Needs
  • 12. ® 12 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Requirements have a Lifecycle Needs Assessment Requirements Management Requirements Elicitation Requirements Analysis Requirements Monitoring Solution Evaluation
  • 13. ® 13 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Be Strategic about Requirements Gathering Starting the Problem Half Solved Be Strategic about Requirements Gathering Starting the Problem Half Solved
  • 14. ® 14 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Needs Assessment SWOT PESTLE TOE (My own minimal analysis approach) PESTLEED
  • 15. ® 15 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Requirements Management Business Case CharterRoadmap Benefits Register Justifies decision with formal benefits and future opportunities Authorizes the person to manage work and use resources Identifies specific benefits, time period, measures Visual view of functionality, dependencies, and milestones
  • 16. ® 16 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Requirements Elicitation Customer Value Add Business Value Add Technical Value Add Process Value Add Non-Value Add 1. What does the paying customer want? 2. What exciters can we add to keep the customer with us? 1. What types of documentation / training needed for users? 2. Are compliance documents needed to sustain business? 1. How to technology current to avoid risks from shelf-life? 2. How to avoid technical debt making platforms stable? 1. What types of elements to retire that add no-value? 2. What types of process and procedure waste to eliminate? 1. How to increase effectiveness by operational excellence? 2. How to enhance efficiency by continuous improvement?
  • 17. ® 17 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Concise State actionable information without any unnecessary information Unambiguous There should not be more than one way to interpret the same information Realistic Deliverable within the constraints of scope, schedule, cost, quality, and available resources Testable Requirements should withstand a “pass” or “fail” criterion Atomic Every requirements should be unique Independent Understanding the requirement shouldn’t depend on another requirement Necessary Removing the requirement should actually affect the system/product Requirements Analysis – Raise the CURTAIN* * An approach that I came up
  • 18. ® 18 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Requirement Types Functional Requirements • Functionality of the System • Type of Users Non-Functional Requirements • Specific behaviors beyond user requirements • Organizational Considerations enforcing policy and procedure compliance Domain Requirements • The environment where the system operations • Interoperability within the human and system components
  • 19. ® 19 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Use Cases or User Stories What’s common? • Describe accomplishing a goal What’s the difference? • User stories are short-term and result-oriented • Use cases describe the interrelationships among user and system needs
  • 20. ® 20 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Exploring Use Cases and User Stories Use Cases • Prerequisite • Description • Actor • Basic Flow • Alternative Flow • Exception Flow • Post-Condition User Stories • Card • Conversation • Confirmation • User Stories lack the context to a larger goal • User Stories lack completeness encompassing all aspects of a goal • User Stories do not forecast what work may be coming up
  • 21. ® 21 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Use Case and User Stories Relationship Use Case A Use Case K Use Case M Product BacklogRoadmap Iteration Backlog Review Need Features Design Element Quality Use Case User Stories Market ResearchUse Case Z
  • 22. ® 22 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Categories of Requirements Requirements Product Portability Reliability Usability Efficiency Storage Performance Business Delivery Compliance Safety Privacy Standards External Ethical Marketing Communication Legal and Regulatory
  • 23. ® 23 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Whether you are Project Manager finalizing the scope of work for a project or a Product Manager/Owner developing the strategy with long-term roadmap and managing execution with short-term backlog, simple approach needed to navigate along the ocean of requirements ambiguity. Five Essentials to managing Requirements
  • 24. ® 24 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Requirements Analysis & Monitoring Stated P Actual erceived Cultural Exploited
  • 25. ® 25 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Clear specific needs are often explicitly expressed THE NEED STATED This is still not the easiest. Often mentioned directly by the client but if they are not articulating well, then it needs more attention.
  • 26. ® 26 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation THE NEED Values gained by choosing a product often as implicitly expected but not stated explicitly PERCEIVED This involves research for product and market penetration. In other words, what makes the customer come back to us? What are the exciters? How do we sustain it?
  • 27. ® 27 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation THE NEED Satisfaction associated with the expected benefits met by unspoken and spoken needs ACTUAL This is where solution evaluation performing the voice of customer and voice of business comes in handy. In other words, have the “stated or perceived” needs been met? What “actual needs” did we miss?
  • 28. ® 28 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation THE NEED Needs other than direct features and benefits setting the decisions apart ahead of competition CULTURAL We are focusing on product and market diversification. How can we improve engagement and promote stickiness with our products? We can evaluate those deferred decisions and see if they need to be revisited.
  • 29. ® 29 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation THE NEED Needs that have vulnerabilities from abuse and misuse preferring not to be exposed to and so to be avoided EXPLOITED Here, we need to use observations, patterns and insights to see how our products and services are abused and misused. Creating abuser stories for extreme persona is a start.
  • 30. ® 30 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation S Success Criteria Not just priority but also a pre-negotiated customer acceptance criteria Well articulated criteria on when work will be accepted downstream within teams Well understood criteria on when additional work or investment will not be made E Entry Criteria E Exit Criteria Solution Evaluation: SEE through Delivery
  • 31. ® 31 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Demo Time  Let us explore specific areas on how SpiraTeam® supports requirements
  • 32. ® 32 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Summary Requirements have a lifecycle • See the Big Picture using Systems Thinking • Understand Requirements have to be analyzed through Use cases and User Stories • Use SPACE for higher-order requirements gathering • Categorize requirements and evaluate various types of users/system interfaces
  • 33. ® 33 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Q & A  Please feel free to ask questions Course Administration Ms. Thea Maisuradze marketing@inflectra.com Content Dr. Sriram Rajagopalan sriram@inflectra.com.
  • 34. ® 34 | 2/28/2019 © Copyright 2006-2018 Inflectra Corporation Next Steps 1. Take the post-webinar quiz (link in email) 2. Register for the 4th webinar of the series! Thank you for watching!

Editor's Notes

  1. Functional Requirements: Statements of services that the system should provide, how the system should react to particular inputs and how the system should behave in particular situations Non-functional: Constraints on the services or functions offered by the system such as timing constraints, constraints on the development process, standards Domain - Requirements that come from the application domain of the system that reflect the characteristics of that domain May be functional or non-functional.
  2. Morrison Explanation Rather than have all the data in one chart, it is broken up to allow you to zero in on each one. The side is designed to have your audience focused on just the point that you are discussing and not wondering onto any of the other listed needs.
  3. Morrison Explanation Rather than have all the data in one chart, it is broken up to allow you to zero in on each one. The side is designed to have your audience focused on just the point that you are discussing and not wondering onto any of the other listed needs.