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Do the Right Things:
  Practical Guidance for Adapting Your
         Requirements Practices
                                         © EBG Consulting, 2012



                            24 April 2012
                         11:00 – 12:30 EST

© EBG Consulting, 2012                                       1
Ellen Gottesdiener
                            President & Founder
                              EBG Consulting
                           ellen@ebgconsulting.com
                               @ellengott (twitter)




                           Michael Milutis
                           Director of Marketing
                          Computer Aid, Inc. (CAI)
                         Michael_milutis@compaid.com


© EBG Consulting, 2012                                 2
EBG Consulting helps you deliver high-value products
        your customers want and need.
        EBG is a leader in enabling productive product
        partnerships thorough its expertise in requirements,
        business analysis, collaboration, agile planning and
        product management.




© EBG Consulting, 2012                                         3
CAI Achieves IT Operational Excellence




© EBG Consulting, 2012                                   4
PDU CREDITS
                            FOR THIS WEBINAR

                    The Project Management Institute
                            has accredited this webinar
                  with PDUs




© EBG Consulting, 2012                                    5
NOW AVAILABLE!
             ONLINE WEBINAR RECORDINGS
                         ANYTIME ACCESS!

          WWW. ITMPI.ORG / LIBRARY
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© EBG Consulting, 2012                                6
Do the Right Things:
Practical Guidance for Adapting
Your Requirements Practices
Copyright © 2012 EBG Consulting, Inc.
[CAI Webinar | 24 April 2012]




                                    Ellen Gottesdiener
                                www.ebgconsulting.com




 © EBG Consulting, 2012                            7
Ellen Gottesdiener
Founder & Principal Consultant,
EBG Consulting
Facilitator, trainer, mentor, agile coach, conference advisor
Years of varied project and product experience
Certified Professional Facilitator, Certified Scrum Master
Expert Reviewer, contributor to IIBA BABOK® (Business Analysis Body of
   Knowledge) and contributor to in-progress Agile BABOK®
Author: articles, books, blog
New book! (summer release) w/ Mary Gorman

web: www.ebgconsulting.com
blog: www.ebgconsulting.com/blog
twitter.com/ellengott
eNewsletter: Success with Requirements
free - sign up at www.ebgconsulting.com


 © EBG Consulting, 2012                                                  8
requirements practices
    intro     & adaptations q & a




         adaptation factors summary

© EBG Consulting, 2011
                                      9
black white

© EBG Consulting, 2012    10
© EBG Consulting, 2012   11
adapt or ______


© EBG Consulting, 2011
                                    12
good practices




© EBG Consulting, 2012                    13
good practices




© EBG Consulting, 2012                    14
gradient of
                           practices




© EBG Consulting, 2012                 15
adaption
                           factors

© EBG Consulting, 2011
                                     16
E n g in e e r in g
              T e a m J e ll                       P r a c t ic e s



                                    Team
  D o m a in                       F a cto rs
K n o w le d g e                                        O v e r s ig h t



                               P r o x im it y



 © EBG Consulting, 2012                                          17
S iz e                     C o m p le x it y




    P ro je c t                                                  U sage
      Type                          P ro d u ct
                                    F a c to rs



              Im p o rta n ce
               o f Q u a lit y              E c o n o m ic
               A t t r ib u t e s


© EBG Consulting, 2012                                                    18
practices


© EBG Consulting, 2011
                                     19
requirements
                           engineering




© EBG Consulting, 2012                   20
set the stage




© EBG Consulting, 2012                   21
stakeholders




© EBG Consulting, 2012                  22
risk management




© EBG Consulting, 2012                     23
value management




© EBG Consulting, 2012                      24
C R A C K customer




© EBG Consulting, 2012                        25
vision




© EBG Consulting, 2012            26
partnership




© EBG Consulting, 2012                 27
shared understanding




© EBG Consulting, 2012                          28
glossary




© EBG Consulting, 2012              29
© EBG Consulting, 2012   30
multiple formal techniques




© EBG Consulting, 2012                31
informal, ad hoc




© EBG Consulting, 2012                      32
direct
                          stakeholder
                         involvement




© EBG Consulting, 2012                   33
© EBG Consulting, 2012   34
rich analysis models,
                         verification matrices,
                          formal prioritization




© EBG Consulting, 2012                            35
lightweight analysis models,
        ATs, informal prioritization




© EBG Consulting, 2012                 36
front loaded       targeted,
                          informal




© EBG Consulting, 2012               37
7 product dimensions




© EBG Consulting, 2012                      38
options




© EBG Consulting, 2012             39
assemble options




© EBG Consulting, 2012                      40
7 Ds structured conversation




© EBG Consulting, 2012     41
multiple models, scenarios
           continual prioritization




© EBG Consulting, 2012                42
© EBG Consulting, 2012   43
formal specification
                                  document




© EBG Consulting, 2012                          44
low-fidelity documentation,
                         tests




© EBG Consulting, 2012           45
© EBG Consulting, 2012   46
inspections,
                         structured walkthrus




© EBG Consulting, 2012                          47
reqts– examples- tests




                                                             Adapted from:
                                     Agile Alliance Functional Testing Tools
                                                 Open Space Workshop 2007




© EBG Consulting, 2012                                              48
user acceptance tests,
                                       demos




© EBG Consulting, 2012                            49
reviews,
                         prototypes




© EBG Consulting, 2012                50
© EBG Consulting, 2012   51
change control,
                           trace matrices




© EBG Consulting, 2012                      52
refine the backlog (queue)




© EBG Consulting, 2012                 53
physically track requirements




 © EBG Consulting, 2012         54
product roadmap




© EBG Consulting, 2012                     55
summary:
                              adapting
                         requirements
                             practices
© EBG Consulting, 2011
                                    56
customer
                         involvement




© EBG Consulting, 2012                 57
purposeful
                         (in)compleness




© EBG Consulting, 2012                     58
timing




© EBG Consulting, 2012            59
documentation




© EBG Consulting, 2012                   60
requirements
                          management




© EBG Consulting, 2012                  61
© EBG Consulting, 2012   62
adapt

        green field
        enhancement
        package selection / config
        BI, DW

© EBG Consulting, 2012                   63
adapt




© EBG Consulting, 2012           64
adapting




© EBG Consulting, 2012              65
email ellen@ebgconsulting.com
      twitter ellengott
  about EBG www.ebgconsulting.com
     articles www.ebgconsulting.com/articles.php
       find: “Adapting Your Requirements Practices, Parts I and II”
       Stay tuned for Discover to Deliver




© EBG Consulting, 2012                                                66
© EBG Consulting, 2012   67
© EBG Consulting, 2012   68
Questions?




© EBG Consulting, 2012                69
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© EBG Consulting, 2012                                                              70
Ellen Gottesdiener
                            President & Founder
                              EBG Consulting
                           ellen@ebgconsulting.com
                              @ellengott (twitter)




                          Michael Milutis
                           Director of Marketing
                          Computer Aid, Inc. (CAI)
                         Michael_milutis@compaid.com


© EBG Consulting, 2012                                 71

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Do the Right Things

Notas del editor

  1. x
  2. x
  3. 1-adapt or become irrelevant
  4. Paul Ramsey – 8 June 2006 – inaugural mtg IIBA BABOK globally recognized standard for practice of business analysis. framework describes business analysis tasks that must be performed in order to understand how a solution will deliver value to the sponsoring organization.” global standard value of standard: save time, improve the quality of work AND easier to communicate with others using same standard
  5. move along gradient as needed context – org, product
  6. consider options
  7. consider options
  8. Requirements engineering refers to all the activities involved in discovering, detailing, testing, documenting and maintaining software requirements. It includes the activities involved in understanding the business needs and transforming those into requirements that are allocated to software. There two sets of activities: requirements development and requirements management.   Requirement engineering involves both development and management of requirements. Development of requirements involves much human interaction, investigation and discovery. Models can be text, visual, or a combination of both. Models communicate the requirements needed. Requirements management establishes and maintains an infrastructure for requirements, which allows for change, and establishes practices that ensure that the right software is being developed (validation) and that it is being built correctly (verification). Managing requirements is more technical and mechanical, although some of the management activities, such as change control and re-prioritizing requirements, require direct and heavy customer interaction. Note : Requirements engineering in the software industry does not address the business requirements that are not allocated to software. Those need to be owned and managed by the business (see the “Business Change Document” template in your Appendix). New or changed software results in changes for people and processes. For example, operational timings, steps, business rules and roles often change as a result of software implementation. How those changes are communicated and documented, how and when users are trained, and how and when business results are measured must be the responsibility of the business customer. This is often ignored (or addressed too late) in software projects. It is an element, however, which will make or break the success of a project.
  9. Collaborative representative Authorities Committed knowledgeable
  10. shared understanding – what to deliver
  11. shared understanding – what to deliver
  12. key ‘tool’
  13. communicate directly no surrogates, knowledgeable, decision maker
  14. front loaded – e&a all upfront targeted – specific, limited scope, just enuf, JIT informal
  15. BA produce, Dev & Test consume BRD, SRS
  16. when closely communicate, limited scope tests become documentation caution - Vanguard – take agile reqs, doc in UC after delivery – template zombie
  17. may be necessary – reg env, outsourcing dev & tsting
  18. UAT def cond for accpeting prod BEFORE dev starts TESTABLE demo as soon as possible
  19. formal CCB
  20. BL cat of unfulfilled rqts discover credible need – add pull & prepare hen ready to del
  21. practices and context
  22. x